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United States Government Accountability Office:

GAO: 

Testimony:

Before the Subcommittee on Health, Committee on Energy and Commerce, 
House of Representatives:

Ryan White Care Act:

Changes Needed to Improve the Distribution of Funding:

Statement of Marcia Crosse:

Director, Health Care:

GAO-06-703T:

GAO Highlights:

Highlights of GAO-06-703T, a testimony before the Subcommittee on 
Health, Committee on Energy and Commerce, House of Representatives.

Why GAO Did This Study:

The CARE Act, a federal effort to address the HIV/AIDS epidemic, is 
administered by HHS. The Act uses formulas based upon a grantee’s 
number of AIDS cases to distribute funds to eligible metropolitan areas 
(EMA), states, and territories. The use of AIDS cases was prescribed 
because most jurisdictions tracked and reported only AIDS cases when 
the grant programs were established. HIV cases must be incorporated 
with AIDS cases in CARE Act formulas no later than fiscal year 2007.

GAO was asked to discuss factors that affect the distribution of CARE 
Act funding. This testimony is based on HIV/AIDS: Changes Needed to 
Improve the Distribution of Ryan White CARE Act and Housing Funds, GAO-
06-332 (Feb. 28, 2006). GAO discusses how specific funding-formula 
provisions contribute to funding differences among CARE Act grantees 
and what distribution differences could result from using HIV cases in 
CARE Act funding formulas.

What GAO Found:

Multiple provisions in the CARE Act grant funding formulas as enacted 
result in funding not being comparable per AIDS case across grantees. 
First, the CARE Act uses measures of AIDS cases that do not accurately 
reflect the number of persons living with AIDS. For example, the 
statutory funding formulas require the use of cumulative AIDS case 
counts, which could include deceased cases. Second, CARE Act provisions 
related to metropolitan areas result in variability in the amounts of 
funding per AIDS case among grantees. For example, AIDS cases within 
EMAs are counted once for determining funding under Title I of the CARE 
Act for EMAs and again under Title II for determining funding for the 
states and territories in which those EMAs are located. As a result, 
states with EMAs receive more total funding per AIDS case than states 
without EMAs. Third, CARE Act hold-harmless provisions under Titles I 
and II and the grandfather clause for EMAs under Title I sustain 
funding and eligibility of CARE Act grantees on the basis of a previous 
year’s measurements of the number of AIDS cases in these jurisdictions. 
For example, the CARE Act Title I hold-harmless provision results in 
one EMA continuing to have deceased AIDS cases factored into its 
allocation because its hold-harmless funding dates back to the mid-
1990s when formula funding was based on a count of AIDS cases from the 
beginning of the epidemic.

If HIV case counts had been incorporated along with the number of 
estimated living AIDS cases (ELC) in allocating fiscal year 2004 CARE 
Act grants instead of ELCs alone, funding would have shifted among 
jurisdictions. Grantees in the South and the Midwest generally would 
have received more funding if HIV cases were used in the funding 
formulas, but there would have been grantees that would have received 
increased funding and grantees that would have received decreased 
funding in every region of the country. Although CARE Act grantees have 
established HIV case-reporting systems, differences between these 
systems—in their maturity and reporting methods, for instance—would 
have affected the distribution of CARE Act funds based on ELCs and HIV 
case counts. Grantees with more mature HIV-reporting systems would tend 
to receive more funds.

What GAO Recommends:

In its February 2006 report, GAO stated that if Congress wishes CARE 
Act funding to more closely reflect the distribution of persons living 
with AIDS, it should consider taking actions that lead to more 
comparable funding per case by revising the funding formulas. HHS 
generally agreed with GAO’s identification of issues in the funding 
formulas. 

[Hyperlink, www.gao.gov/cgi-bin/getrpt?GAO-06-703T].

To view the full product, including the scope and methodology, click on 
the link above.For more information, contact Marcia Crosse at (202) 512-
7119 or crossem@gao.gov. 

[End of Section]

Mr. Chairman and Members of the Subcommittee:

I am pleased to be here today to discuss the Ryan White Comprehensive 
AIDS Resources Emergency Act of 1990 (CARE Act).[Footnote 1] I will 
specifically address factors that affect CARE Act funding of services 
for those with the human immunodeficiency virus (HIV) or acquired 
immunodeficiency syndrome (AIDS) and program coverage for individuals 
served by the CARE Act.[Footnote 2] The Centers for Disease Control and 
Prevention (CDC) estimate that between 1,039,000 and 1,185,000 people 
in the United States were living with HIV/AIDS at the end of 2003. The 
number of people infected with HIV/AIDS is likely to have risen since 
then, and CDC estimates that, as of December 2004, it included 415,193 
individuals with AIDS.

The CARE Act, which is administered by the Department of Health and 
Human Services' (HHS) Health Resources and Services Administration 
(HRSA), established a number of grant programs through which funds are 
made available to states--including the District of Columbia-- 
territories,[Footnote 3] and metropolitan areas to provide health care, 
medications, and support services to individuals and families affected 
by HIV/AIDS. In fiscal year 2004, more than $2 billion was provided 
through the CARE Act for these health care and support services. The 
majority of these funds were distributed under Title I and Title 
II[Footnote 4] of the CARE Act through formula-driven base grants in 
fiscal year 2004 based upon a measure of each grantee's estimated 
living AIDS cases (ELC).[Footnote 5] Title I provides for funding to 
eligible metropolitan areas (EMA) while Title II provides for funding 
to states and territories.[Footnote 6] Both Titles I and II contain 
hold-harmless provisions that limit how much funding can decline from 
one year to the next. Title I also contains a grandfather clause that 
was added in 1996, which states that areas eligible for Title I funding 
at that time continue to be eligible even if they no longer meet the 
eligibility criteria.

The use of AIDS cases in the distribution of formula grants was 
prescribed because most jurisdictions tracked and reported AIDS cases 
instead of HIV cases when the grant programs were established. Because 
of concerns that a jurisdiction's disease burden is not adequately 
reflected by only counting cases that have progressed to AIDS, the Ryan 
White CARE Act Amendments of 2000 required the use of HIV/AIDS case 
counts in the distribution of formula grants not later than fiscal year 
2007.[Footnote 7] We have reported that because CARE Act grants serve 
persons who have been diagnosed with HIV that has not progressed to 
AIDS as well as those for whom it has, it would be reasonable to 
distribute funds on the basis of the total number of persons living 
with HIV/AIDS.[Footnote 8] Incorporating HIV data along with AIDS data 
would result in targeting funds more accurately according to need. 
However, because there is a lack of HIV data that are sufficiently 
adequate and reliable to serve as a basis for CARE Act formula grant 
allocations, as of December 2005, HIV cases have not been used in the 
distribution of formula grants under CARE Act programs.

To assist the subcommittee as it considers the reauthorization of CARE 
Act programs, my testimony provides our findings on CARE Act funding 
formulas. Specifically, I will discuss:

1. the extent of funding differences among CARE Act grantees, and how 
specific CARE Act funding-formula provisions contribute to these 
differences, and:

2. what distribution differences could result from using HIV cases in 
CARE Act funding formulas.

My testimony today is based on our February 2006 report on CARE Act 
funding.[Footnote 9] In carrying out the work for our report, we 
reviewed the CARE Act of 1990, as well as the 1996 and 2000 CARE Act 
amendments, HRSA documents on CARE Act funding, Institute of Medicine 
(IOM) reports on the CARE Act, and other related reports. We 
interviewed CDC, HRSA, and state officials, as well as officials from 
the National Alliance of State and Territorial AIDS Directors. We 
analyzed data for fiscal year 2004, obtained from HRSA and CDC, to 
examine the effects of funding-formula provisions and the use of HIV 
cases with ELCs in making CARE Act funding allocations.[Footnote 10] We 
also collected data on HIV case counts from state and local HIV/AIDS 
officials. Based on the information HRSA, CDC, and state and local 
officials provided regarding verification of the reliability of these 
data, we determined these data to be sufficiently reliable for the 
purposes of our analyses. We performed our work in accordance with 
generally accepted government auditing standards. The report's appendix 
I provides a more detailed explanation of our scope and methodology.

In brief, multiple provisions in the CARE Act grant funding formulas as 
enacted result in funding not being comparable per AIDS case across 
grantees. First, the CARE Act uses measures of AIDS cases that do not 
accurately reflect the number of persons living with AIDS. For example, 
the statutory funding formulas require the use of cumulative AIDS case 
counts, which could include deceased cases. Second, CARE Act provisions 
related to metropolitan areas result in variability in the amounts of 
funding per AIDS case among grantees. For example, AIDS cases within 
EMAs are counted once for determining funding under Title I of the CARE 
Act for EMAs and again under Title II for determining funding for the 
states and territories in which those EMAs are located. As a result, 
states with EMAs receive more total funding per AIDS case than states 
without EMAs. Third, CARE Act hold-harmless provisions under Titles I 
and II and the grandfather clause for EMAs under Title I sustain 
funding and eligibility of CARE Act grantees on the basis of a previous 
year's measurements of the number of AIDS cases in these jurisdictions. 
For example, the CARE Act Title I hold-harmless provision results in 
one EMA continuing to have deceased AIDS cases factored into its 
allocation because its hold-harmless funding dates back to the mid- 
1990s when formula funding was based on a count of AIDS cases from the 
beginning of the epidemic.

If HIV case counts had been incorporated along with ELCs in allocating 
fiscal year 2004 CARE Act grants, instead of ELCs alone, funding would 
have shifted among jurisdictions. Grantees in the South and the Midwest 
generally would have received more funding if HIV cases were used in 
the funding formulas, but there would have been grantees that would 
have received increased funding and grantees that would have received 
decreased funding in every region of the country. Although CARE Act 
grantees have established HIV case-reporting systems, differences 
between these systems--in their maturity and reporting methods, for 
instance--would have affected the distribution of CARE Act funds based 
on ELCs and HIV case counts. Grantees with more mature HIV-reporting 
systems would tend to receive more funds.

We reported in February 2006 that if Congress wishes CARE Act funding 
to more closely reflect the distribution of persons living with AIDS, 
it should consider taking actions that lead to more comparable funding 
per case by revising the funding formulas. In accordance with achieving 
more comparable funding per AIDS case, we raised a number of matters 
for consideration when Congress reviews the CARE Act. HHS generally 
agreed with GAO's identification of issues in the funding formulas.

Background:

The CARE Act was enacted in 1990 to respond to the needs of individuals 
and families living with HIV or AIDS and to direct federal funding to 
areas disproportionately affected by the epidemic. The Ryan White CARE 
Act Amendments of 1996[Footnote 11] and the Ryan White CARE Act 
Amendments of 2000[Footnote 12] modified the original funding formulas. 
For example, prior to the 1996 amendments, the CARE Act required that 
for purposes of determining grant amounts a metropolitan area's 
caseload be measured by a cumulative count of AIDS cases recorded in 
the jurisdiction since reporting began in 1981.[Footnote 13] The 1996 
amendments required the use of ELCs instead of cumulative AIDS 
cases.[Footnote 14] Because this switch would have resulted in large 
shifts of funding away from jurisdictions with a longer history of the 
disease than other jurisdictions, due in part to a higher proportion of 
deceased cases, the 1996 CARE Act amendments added a hold-harmless 
provision under Title I, as well as under Title II, that limits the 
extent to which a grantee's funding can decline from one year to the 
next.

Titles I and II also provide for other grants to subsets of eligible 
jurisdictions either by formula or by a competitive process. For 
example, in addition to AIDS Drug Assistance Program (ADAP) base 
grants, Title II also authorizes grants for states and certain 
territories with demonstrated need for additional funding to support 
their ADAPs.[Footnote 15] These grants, known as Severe Need grants, 
are funded through a set-aside of funds otherwise available for ADAP 
base grants. Title II also authorizes funding for "Emerging 
Communities," which are communities affected by AIDS that have not had 
a sufficient number of AIDS cases reported in the last 5 calendar years 
to be eligible for Title I grants as EMAs. In addition, Title II 
contains a minimum-grant provision that guarantees that no grantee will 
receive a Title II base grant less than a specified funding amount.

Metropolitan areas heavily affected by HIV/AIDS have always been 
recognized within the structure of the CARE Act. In 1995 we reported 
that, with combined funding under Title I and Title II, states with 
EMAs receive more funding per AIDS case than states without 
EMAs.[Footnote 16] To adjust for this situation, the 1996 amendments 
instituted a two-part formula for Title II base grants that takes into 
account the number of ELCs that reside within a state but outside of 
any EMA. Under this distribution formula, 80 percent of the Title II 
base grant is based upon a state's proportion of all ELCs, and 20 
percent of the base grant is based on a state's proportion of ELCs 
outside of EMAs relative to all such ELCs in all states and 
territories. A second provision included in 1996 protected the 
eligibility of EMAs. The 1996 amendments provided that a jurisdiction 
designated as an EMA for that fiscal year would be "grandfathered" so 
it would continue to receive Title I funding even if its reported 
number of AIDS cases dropped below the threshold for eligibility. Table 
1 describes CARE Act formula grants for Titles I and II.

Table 1: Description of CARE Act Title I and Title II Formula Grants:

Formula grant: Title I Base Grant; 
Eligible grantees: Metropolitan areas with 500,000 or more in 
population and with more than 2,000 reported AIDS cases in the most 
recent 5 calendar years[B]; 
Distribution: Distributed among EMAs according to each EMA's proportion 
of ELCs relative to all EMAs; 
Minimum grant: No; 
Hold-harmless provision[A]: Grant annually declines to 98%, 95%, 92%, 
and 89% of the base year grant, respectively.[C] In the fifth and all 
subsequent years, EMA receives 85% of base year grant. The funds 
necessary to meet the hold-harmless requirement are deducted from funds 
available for supplemental grants under Title I.d.

Formula grant: Title II Base Grant; 
Eligible grantees: States and territories[E]; 
Distribution: Eighty percent of base grant funding divided among 
states/territories according to each grantee's proportion of all ELCs. 
Twenty percent of base grant funding divided among states/ territories 
according to each grantee's ELCs located outside the EMAs within the 
state's/territory's borders relative to such ELCs in all 
states/territories; 
Minimum grant: For states with fewer than 90 ELCs, $200,000; states 
with 90 or more ELCs, $500,000; for territories, $50,000; 
Hold-harmless provision[A]: Grant declines by 1% per year from the 
fiscal year 2000 grant. In fifth year, grant is 95% of 2000 grant.

Formula grant: Title II ADAP Base Grant; 
Eligible grantees: States and certain territories[F]; 
Distribution: Distributed according to each grantee's proportion of all 
ELCs; 
Minimum grant: No; 
Hold-harmless provision[A]: Grant declines by 1% per year from the 
fiscal year 2000 grant. In fifth year grant is 95% of 2000 grant.

Formula grant: Title II ADAP Severe Need Grant[G]; 
Eligible grantees: States and certain territories[F] with a severe need 
for a grant to increase access to medications; 
Distribution: Distributed according to each grantee's proportion of all 
ELCs: grantees must agree to match 25 percent of their severe need 
grant and not to impose eligibility requirements stricter than those in 
place on January 1, 2000; 
Minimum grant: No; 
Hold-harmless provision[A]: No.

Formula grant: Title II Emerging Communities Grant; 
Eligible grantees: States and territories with metropolitan areas that 
are not eligible for Title I, and that have 500-1,999 reported AIDS 
cases in the most recent 5 calendar years; 
Distribution: Funds are divided into two tiers: 50% distributed among 
communities with 1,000-1,999 AIDS cases, and 50% distributed among 
communities with 500-999 AIDS cases. Funding is distributed according 
to each community's proportion of AIDS cases (reported in the most 
recent 5 calendar years) in Emerging Communities within the tier; 
Minimum grant: Minimum of $5 million for each tier; 
Hold-harmless provision[A]: No. 

Source: HRSA.

Notes: HRSA has also awarded Minority AIDS Initiative grants to EMAs, 
states, and territories. HRSA characterizes Minority AIDS Initiative 
grants to EMAs as Title I grants and Minority AIDS Initiative grants to 
states and territories as Title II grants. These funds are allocated by 
formula. Title I funds have been used for grants to EMAs with greater 
than zero reported nonwhite AIDS cases in the most recent 2 calendar 
years. The funds are distributed among all EMAs according to each EMA's 
proportion of nonwhite AIDS cases reported over the most recent 2 
calendar years. Title II funds have been used for grants to states and 
territories with greater than zero reported nonwhite AIDS cases in the 
most recent 2 calendar years. The funds are distributed among all 
grantees according to each grantee's proportion of nonwhite AIDS cases 
reported over the most recent 2 calendar years. There are no minimum-
grant or hold-harmless provisions for these grants.

[A] If the distribution formula would otherwise result in a funding 
decrease from a prior year, a hold-harmless provision may be triggered 
to mitigate the decrease in funding.

[B] A grandfather clause added in 1996 provides that areas eligible at 
that time continue to be eligible even if they no longer meet the 
eligibility criteria.

[C] The base year is the fiscal year prior to that in which the EMA 
first becomes eligible for hold-harmless funding.

[D] Title I also includes supplemental grants, which are awarded to 
EMAs using a competitive application process based on the demonstration 
of severe need and other criteria.

[E] In addition to the 50 states, Title II base grants are authorized 
for the District of Columbia, the Commonwealth of Puerto Rico, Guam, 
the Virgin Islands, American Samoa, the Commonwealth of the Northern 
Mariana Islands, the Federated States of Micronesia, the Republic of 
Palau, and the Republic of the Marshall Islands.

[F] In addition to the 50 states, these grants are authorized for the 
District of Columbia, the Commonwealth of Puerto Rico, Guam, and the 
Virgin Islands.

[G] Funding for Severe Need grants may be reduced to maintain funding 
for some states under a Title II hold-harmless provision. Severe Need 
grants are funded by setting aside 3 percent of the funds earmarked 
specifically for ADAPs.

[End of table]

The 2000 amendments provided for HIV case counts to be incorporated in 
the Title I and Title II funding formulas as early as fiscal year 2005 
if such data were available and deemed "sufficiently accurate and 
reliable" by the Secretary of Health and Human Services.[Footnote 17] 
They also required that HIV data be used no later than the beginning of 
fiscal year 2007. In June 2004 the Secretary of Health and Human 
Services determined that HIV data were not yet ready to be used for the 
purposes of distributing formula funding under Title I and Title II of 
the CARE Act.

Multiple CARE Act Provisions Contribute to Disproportionate Funding per 
AIDS Case:

Provisions in the CARE Act funding formulas result in a distribution of 
funds among grantees that does not reflect the relative distribution of 
AIDS cases in these jurisdictions. We found that provisions affect the 
proportional allocation of funding as follows: (1) the AIDS case-count 
provisions in the CARE Act result in a distribution of funding that is 
not reflective of the distribution of persons living with AIDS, (2) 
CARE Act provisions related to metropolitan areas result in variability 
in the amounts of funding per ELC among grantees, and (3) the CARE Act 
hold-harmless provisions and grandfather clause protect the funding of 
certain grantees.

Provisions in CARE Act Funding Formulas Incorporate Measures of AIDS 
Cases That Do Not Reflect an Accurate Count of Persons Living with AIDS:

Provisions in the CARE Act use measurements of AIDS cases that do not 
reflect an accurate count of people currently living with AIDS. 
Eligibility for Title I funding and Title II Emerging Communities 
grants, as well as the amounts of the Emerging Communities grants, is 
based on cumulative totals of AIDS cases reported in the most recent 5- 
year period. This results in funding not being distributed according to 
the current distribution of the disease. For example, because Emerging 
Communities funding is determined by using 5-year cumulative case 
counts, allocations could be based in part on deceased cases, that is, 
people for whom AIDS was reported in the past 5 years but who have 
since died. In addition, these case counts do not take into account 
living cases in which AIDS was diagnosed more than 5 years earlier. 
Consequently, 5-year cumulative case counts can substantially 
misrepresent the number of AIDS patients in these communities.

The use of ELCs as provided for in the CARE Act can also lead to 
inaccurate estimates of living AIDS cases. Currently, Title I, Title 
II, and ADAP base funding, which constitute the majority of formula 
funding, are distributed according to ELCs. ELCs are an estimate of 
living AIDS cases calculated by applying annual national survival 
weights to the most recent 10 years of reported AIDS cases and adding 
the totals from each year. This method for estimating cases was first 
included in the CARE Act Amendments of 1996. At that time, this 
approach captured the vast majority of living AIDS cases. However, some 
persons with AIDS now live more than 10 years after their cases are 
first reported, and they are not accounted for by this 
formula.[Footnote 18] Thus, like the 5-year reported case counts, ELCs 
can misrepresent the number of living AIDS cases in an area in part by 
not taking into account those persons living with AIDS whose cases were 
reported more than 10 years earlier.

CARE Act Funding Provisions for Metropolitan Areas Result in 
Disproportionate Funding:

When total Title I and Title II funding is considered, states with EMAs 
and Puerto Rico receive more funding per ELC than states without EMAs 
because cases within EMAs are counted twice, once in connection with 
Title I base grants and once for Title II base grants. Eighty percent 
of the Title II base grant is determined by the total number of ELCs in 
the state or territory. The remaining 20 percent is based on the number 
of ELCs in each jurisdiction outside of any EMA. This 80/20 split was 
established by the 1996 CARE Act amendments to address the concern that 
grantees with EMAs received more total Title I and Title II funding per 
case than grantees without EMAs. However, even with the 80/20 split, 
states with EMAs and Puerto Rico receive more total Title I and Title 
II funding per ELC than states without EMAs. States without EMAs 
receive no funding under Title I, and thus, when total Title I and 
Title II funds are considered, states with EMAs and Puerto Rico receive 
more funding per ELC. Table 2 shows that the higher the percentage of a 
state's ELCs within EMAs, the more that state received in total Title I 
and Title II funding per ELC.[Footnote 19]

Table 2: Relationship between ELCs in EMAs and Total CARE Act Title I 
and II Funding per ELC, Fiscal Year 2004:

Percentage of states' and Puerto Rico's ELCs in EMAs: None; 
Average funding per ELC[A]: $3,592.

Less than 50 percent; 
Average funding per ELC[A]: $3,954.

50 to 75 percent; 
Average funding per ELC[A]: $4,717.

More than 75 percent; 
Average funding per ELC[A]: $4,955. 

Source: GAO analysis of HRSA data.

[A] We excluded from our analyses the nine states that received the 
minimum Title II base grant awards. Under Title II, states with fewer 
than 90 cases receive no less than $200,000 in Title II base grant and 
states with 90 or more cases receive at least $500,000.

[End of table]

The two-tiered division of Emerging Communities also results in 
disparities in funding among metropolitan areas. Title II provides for 
a minimum of $10 million to states with metropolitan areas that have 
500 to 1,999 AIDS cases reported in the last 5 calendar years but do 
not qualify for funding under Title I as EMAs. The funding is equally 
split so that half the funding is divided among the first tier of 
communities with 500 to 999 reported cases in the most recent 5 
calendar years while the other half is divided among a second tier of 
communities with 1,000 to 1,999 reported cases in that period.

In fiscal year 2004, the two-tiered structure of Emerging Communities 
funding led to large differences in funding per reported AIDS case in 
the last 5 calendar years among the Emerging Communities because the 
total number of AIDS cases in each tier was not equal. Twenty-nine 
communities qualified for Emerging Communities funds in fiscal year 
2004. Four of these communities had 1,000 to 1,999 reported AIDS cases 
in the last 5 calendar years and 25 communities had 500 to 999 cases. 
This distribution meant that the 4 communities with a total of 4,754 
reported cases in the last 5 calendar years split $5 million while the 
remaining 25 communities with a total of 15,994 reported cases in the 
last 5 calendar years also split $5 million. These case counts resulted 
in the 4 communities receiving $1,052 per reported case while the other 
25 received $313 per reported case. Table 3 lists the 29 Emerging 
Communities along with their reported AIDS case counts over the most 
recent 5 years and their funding.

Table 3: Title II Emerging Communities in Fiscal Year 2004:

Emerging Community: Memphis, Tenn;
AIDS cases reported in the most recent 5 calendar years: 1,588;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $1,052.

Emerging Community: Nashville, Tenn;
AIDS cases reported in the most recent 5 calendar years: 1,123;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $1,052.

Emerging Community: Baton Rouge, La;
AIDS cases reported in the most recent 5 calendar years: 1,038;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $1,052.

Emerging Community: Indianapolis, Ind;
AIDS cases reported in the most recent 5 calendar years: 1,005;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $1,052.

Emerging Community: Columbia, S.C;
AIDS cases reported in the most recent 5 calendar years: 972;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Charlotte, N.C;
AIDS cases reported in the most recent 5 calendar years: 875;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Wilmington, Del;
AIDS cases reported in the most recent 5 calendar years: 801;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Richmond, Va;
AIDS cases reported in the most recent 5 calendar years: 783;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Raleigh-Durham-Chapel Hill, N.C;
AIDS cases reported in the most recent 5 calendar years: 775;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Jackson, Miss;
AIDS cases reported in the most recent 5 calendar years: 722;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Louisville, Ky;
AIDS cases reported in the most recent 5 calendar years: 705;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Rochester, N.Y;
AIDS cases reported in the most recent 5 calendar years: 681;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Fort Pierce-Port St. Lucie, Fla;
AIDS cases reported in the most recent 5 calendar years: 636;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Greensboro-Winston-Salem, N.C;
AIDS cases reported in the most recent 5 calendar years: 617;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Birmingham, Ala;
AIDS cases reported in the most recent 5 calendar years: 615;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Oklahoma City, Okla;
AIDS cases reported in the most recent 5 calendar years: 608;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Pittsburgh, Pa;
AIDS cases reported in the most recent 5 calendar years: 602;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Springfield, Mass;
AIDS cases reported in the most recent 5 calendar years: 588;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Monmouth-Ocean, N.J;
AIDS cases reported in the most recent 5 calendar years: 582;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Buffalo-Niagara Falls, N.Y;
AIDS cases reported in the most recent 5 calendar years: 581;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Greenville, S.C;
AIDS cases reported in the most recent 5 calendar years: 560;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Columbus, Ohio;
AIDS cases reported in the most recent 5 calendar years: 558;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Milwaukee, Wis;
AIDS cases reported in the most recent 5 calendar years: 558;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Salt Lake City, Utah;
AIDS cases reported in the most recent 5 calendar years: 555;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Sarasota, Fla;
AIDS cases reported in the most recent 5 calendar years: 539;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Charleston, S.C;
AIDS cases reported in the most recent 5 calendar years: 538;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Cincinnati, Ohio;
AIDS cases reported in the most recent 5 calendar years: 517;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Daytona Beach, Fla;
AIDS cases reported in the most recent 5 calendar years: 514;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Providence, R.I;
AIDS cases reported in the most recent 5 calendar years: 512;
Emerging Communities funding per AIDS case reported in the most recent 
5 calendar years: $313.

Emerging Community: Total;
AIDS cases reported in the most recent 5 calendar years: 20,748. 

Source: GAO analysis of HRSA data.

Note: Emerging Communities are metropolitan areas not eligible for 
Title I grants and that have 500-1,999 reported AIDS cases in the most 
recent 5 calendar years. The 5 most recent calendar years are 1998-2002.

[End of table]

Hold-harmless Provisions and Grandfather Clause Protect Funding of 
Certain CARE Act Grantees:

Titles I and II of the CARE Act both contain provisions that protect 
certain grantees' funding levels. Title I has a hold-harmless provision 
that guarantees that the Title I base grant to an EMA will be at least 
as large as a statutorily specified percentage of a previous year's 
funding. The Title I hold-harmless provision has primarily protected 
the funding of one EMA, San Francisco.

If an EMA qualifies for hold-harmless funding, that amount is added to 
the base funding and distributed together as the base grant. In fiscal 
year 2004, the San Francisco EMA received $7,358,239 in hold-harmless 
funding, or 91.6 percent of the hold-harmless funding that was 
distributed.[Footnote 20] The second largest recipient was Kansas City, 
which received $134,485, or 1.7 percent of the hold-harmless funding 
under Title I. Table 4 lists the EMAs that received hold-harmless 
funding in fiscal year 2004.[Footnote 21] Because San Francisco's Title 
I funding reflects the application of hold-harmless provisions under 
the 1996 amendments, as well as under current law, San Francisco's 
Title I base grant is determined in part by the number of deceased 
cases in the San Francisco EMA as of 1995.


Table 4: Title I Hold-harmless Funding, Fiscal Year 2004:

EMA: San Francisco, Calif;
Hold-harmless funding: $7,358,239;
Percent of hold-harmless funding: 91.6%;
Hold-harmless funding per ELC: $1,020;
Base grant per ELC[A]: $2,241;
Hold-harmless as a percent of base grant: 45.5%.

EMA: Kansas City, Mo;
Hold-harmless funding: $134,485;
Percent of hold- harmless funding: 1.7%;
Hold-harmless funding per ELC: 104;
Base grant per ELC[A]: $1,325;
Hold-harmless as a percent of base grant: 7.8%.

EMA: Santa Rosa, Calif;
Hold-harmless funding: $22,614;
Percent of hold-harmless funding: 0.3%;
Hold-harmless funding per ELC: 47;
Base grant per ELC[A]: $1,268;
Hold-harmless as a percent of base grant: 3.7%.

EMA: Sacramento, Calif;
Hold-harmless funding: $36,456;
Percent of hold-harmless funding: 0.5%;
Hold-harmless funding per ELC: 29;
Base grant per ELC[A]: $1,251;
Hold-harmless as a percent of base grant: 2.3%.

EMA: Minneapolis-St. Paul, Minn;
Hold-harmless funding: $33,770;
Percent of hold-harmless funding: 0.4%;
Hold-harmless funding per ELC: 27;
Base grant per ELC[A]: $1,248;
Hold-harmless as a percent of base grant: 2.1%.

EMA: Bergen-Passaic, N.J;
Hold-harmless funding: $55,288;
Percent of hold-harmless funding: 0.7%;
Hold-harmless funding per ELC: 26;
Base grant per ELC[A]: $1,248;
Hold-harmless as a percent of base grant: 2.1%.

EMA: Jersey City, N.J;
Hold-harmless funding: $58,310;
Percent of hold- harmless funding: 0.7%;
Hold-harmless funding per ELC: 24;
Base grant per ELC[A]: $1,245;
Hold-harmless as a percent of base grant: 1.9%.

EMA: Oakland, Calif;
Hold-harmless funding: $50,744;
Percent of hold- harmless funding: 0.6%;
Hold-harmless funding per ELC: 18;
Base grant per ELC[A]: $1,239;
Hold-harmless as a percent of base grant: 1.4%.

EMA: New Haven, Conn;
Hold-harmless funding: $42,573;
Percent of hold- harmless funding: 0.5%;
Hold-harmless funding per ELC: 14;
Base grant per ELC[A]: $1,236;
Hold-harmless as a percent of base grant: 1.2%.

EMA: Tampa-St. Petersburg, Fla;
Hold-harmless funding: $44,908;
Percent of hold-harmless funding: 0.6%;
Hold-harmless funding per ELC: 12;
Base grant per ELC[A]: $1,233;
Hold-harmless as a percent of base grant: 0.9%.

EMA: San Jose, Calif;
Hold-harmless funding: $12,097;
Percent of hold- harmless funding: 0.2%;
Hold-harmless funding per ELC: 11;
Base grant per ELC[A]: $1,232;
Hold-harmless as a percent of base grant: 0.9%.

EMA: Boston, Mass;
Hold-harmless funding: $60,284;
Percent of hold- harmless funding: 0.8%;
Hold-harmless funding per ELC: 10;
Base grant per ELC[A]: $1,231;
Hold-harmless as a percent of base grant: 0.8%.

EMA: Nassau-Suffolk, N.Y;
Hold-harmless funding: $21,212;
Percent of hold-harmless funding: 0.3%;
Hold-harmless funding per ELC: 8;
Base grant per ELC[A]: $1,230;
Hold-harmless as a percent of base grant: 0.7%.

EMA: Middlesex-Somerset-Hunterdon, N.J;
Hold-harmless funding: $8,315;
Percent of hold-harmless funding: 0.1%;
Hold-harmless funding per ELC: 7;
Base grant per ELC[A]: $1,228;
Hold-harmless as a percent of base grant: 0.5%.

EMA: Jacksonville, Fla;
Hold-harmless funding: $12,825;
Percent of hold-harmless funding: 0.2%;
Hold-harmless funding per ELC: 6;
Base grant per ELC[A]: $1,228;
Hold-harmless as a percent of base grant: 0.5%.

EMA: San Juan, P.R;
Hold-harmless funding: $41,011;
Percent of hold- harmless funding: 0.5%;
Hold-harmless funding per ELC: 6;
Base grant per ELC[A]: $1,228;
Hold-harmless as a percent of base grant: 0.5%.

EMA: Seattle, Wash;
Hold-harmless funding: $9,844;
Percent of hold- harmless funding: 0.1%;
Hold-harmless funding per ELC: 4;
Base grant per ELC[A]: $1,225;
Hold-harmless as a percent of base grant: 0.3%.

EMA: Denver, Colo;
Hold-harmless funding: $6,745;
Percent of hold- harmless funding: 0.1%;
Hold-harmless funding per ELC: 3;
Base grant per ELC[A]: $1,225;
Hold-harmless as a percent of base grant: 0.3%.

EMA: Cleveland, Ohio;
Hold-harmless funding: $4,616;
Percent of hold- harmless funding: 0.1%;
Hold-harmless funding per ELC: 3;
Base grant per ELC[A]: $1,224;
Hold-harmless as a percent of base grant: 0.2%.

EMA: West Palm Beach, Fla;
Hold-harmless funding: $8,523;
Percent of hold-harmless funding: 0.1%;
Hold-harmless funding per ELC: 2;
Base grant per ELC[A]: $1,224;
Hold-harmless as a percent of base grant: 0.2%.

EMA: Newark, N.J;
Hold-harmless funding: $10,975;
Percent of hold- harmless funding: 0.1%;
Hold-harmless funding per ELC: 2;
Base grant per ELC[A]: $1,223;
Hold-harmless as a percent of base grant: 0.1%.

EMA: All Other EMAs;
Hold-harmless funding: 0;
Percent of hold-harmless funding: 0%;
Hold-harmless funding per ELC: 0;
Base grant per ELC[A]: $1,221;
Hold-harmless as a percent of base grant: 0.0%.

EMA: Total;
Hold-harmless funding: $8,033,563[B];
Percent of hold- harmless funding: 100.0%[B]. 

Source: GAO analysis of HRSA data.

Notes: An EMA's base funding is determined according to its proportion 
of ELCs. If an EMA qualifies for hold-harmless funding, that amount is 
added to the base funding and distributed together as the base grant.

[A] This amount was calculated by dividing the base grant, including 
any hold-harmless funding, received by each EMA by the number of ELCs 
in the EMA.

[B] Individual entries do not sum to total because of rounding.

[End of table]

More than half of the 51 EMAs received Title I funding in fiscal year 
2004 even though they were below Title I eligibility 
thresholds.[Footnote 22] The eligibility of these EMAs was protected 
based on a CARE Act grandfather clause. Under a grandfather clause 
established by the CARE Act Amendments of 1996, metropolitan areas 
eligible for funding for fiscal year 1996 remain eligible for Title I 
funding even if the number of reported cases in the most recent 5 
calendar years drops below the statutory threshold. We found that in 
fiscal year 2004, 29 of the 51 EMAs did not meet the eligibility 
threshold of more than 2,000 reported AIDS cases during the most recent 
5 calendar years but nonetheless retained their status as EMAs (see 
fig. 1). The number of reported AIDS cases in the most recent 5 
calendar years in these 29 EMAs ranged from 223 to 1,941. Title I 
funding awarded to these 29 EMAs was about $116 million, or 
approximately 20 percent of the total Title I funding.

Figure 1: Grandfathered EMAs, Fiscal Year 2004:

[See PDF for image] 

Source: GAO analysis of CDC and HRSA data. 

Note: The 5 most recent calendar years are 1998-2002.

[End of figure]

Title II has a hold-harmless provision that ensures that the total of 
Title II and ADAP base grants awarded to a grantee will be at least as 
large as the total of these grants a grantee received the previous 
year.[Footnote 23] This provision has the potential of reducing the 
amount of funding to grantees that have demonstrated severe need for 
drug treatment funds because the hold-harmless provision is funded out 
of amounts that would otherwise be used for that purpose.[Footnote 24] 
Fiscal year 2004 was the first time that any grantees triggered this 
provision. Severe Need grants are funded by a 3 percent set-aside of 
the funds appropriated specifically for ADAPs. Eight states became 
eligible for this hold-harmless funding in fiscal year 2004. In 2004, 
the 3 percent set-aside for Severe Need grants was $22.5 million. Of 
these funds, $1.6 million, or 7 percent, was used to provide this Title 
II hold-harmless protection. (See table 5.) The remaining $20.8 
million, or 93 percent of the set-aside amount, was distributed in 
Severe Need grants.

Table 5: States That Received Title II Hold-harmless Funding from 
Severe Need Set-aside, Fiscal Year 2004:

State: Arkansas; 
Hold-harmless amount: $23,705.

State: Kansas; 
Hold-harmless amount: 22,168.

State: New Mexico; 
Hold-harmless amount: 55,171.

State: North Dakota; 
Hold-harmless amount: 1,820.

State: Oklahoma; 
Hold-harmless amount: 96,423.

State: Tennessee; 
Hold-harmless amount: 1,300,502.

State: Utah; 
Hold-harmless amount: 119,695.

State: Vermont; 
Hold-harmless amount: 128.

State: Total; 
Hold-harmless amount: $1,619,612. 

Table 23: Source: HRSA.

[End of table]

The total amount of Severe Need grant funds available in fiscal year 
2004 to distribute among the eligible grantees was less than it would 
have been without the hold-harmless payments. However, in fiscal year 
2004 not all 25 of the Title II grantees eligible for Severe Need 
grants made the match required to receive such grants. In future years, 
if all of the eligible Title II grantees make the match, and if there 
are also grantees that qualify to receive hold-harmless funds under 
this provision, grantees with severe need for ADAP funding would get 
less than the amounts they would otherwise receive.

Funding Effect of Using HIV Case Counts Would Depend on Multiple 
Factors:

CARE Act funding for Title I, Title II, and ADAP base grants would have 
shifted among grantees if HIV case counts had been used with ELCs, 
instead of ELCs alone, to allocate fiscal year 2004 formula grants. Our 
analyses indicate that up to 13 percent of funding would have shifted 
among grantees if HIV case counts and ELCs had been used to allocate 
the funds and if the hold-harmless and minimum-grant provisions we 
considered were maintained.[Footnote 25] Some individual grantees would 
have had changes that more than doubled their funding.[Footnote 26] 
Grantees in the South and Midwest would generally have received more 
funding if HIV cases were used in funding formulas along with 
ELCs.[Footnote 27] However, there would have been grantees that would 
have received increased funding and grantees that would have received 
decreased funding in every region of the country.

Funding changes in our model would have been larger without the hold- 
harmless and minimum-grant provisions that we included. Changes in CARE 
Act funding levels for Title I base grants, Title II base grants, and 
ADAP base grants caused by shifting to HIV cases and ELCs would be 
larger--up to 24 percent--if the current hold-harmless or minimum-grant 
amounts were not in effect.

One explanation for the changes in funding allocations when HIV cases 
and ELCs are used instead of only ELCs is the maturity of HIV case- 
reporting systems. Case-reporting systems need several years to become 
fully operational.[Footnote 28] We found that those grantees that would 
receive increased funding from the use of HIV cases tend to be those 
with the oldest HIV case-reporting systems. Those grantees with the 
oldest reporting systems include 11 southern and 8 midwestern states 
whose HIV-reporting systems were implemented prior to 1995.

Funding changes can also be linked to whether a jurisdiction has a name-
or code-based system. CDC will only accept name-based case counts as no 
code-based system had met its quality criteria as of January 
2006.[Footnote 29] CDC does not accept the code-based data principally 
because methods have not been developed to make certain that a code- 
reported HIV case is only being counted once across all reporting 
jurisdictions.[Footnote 30] As a result, if HIV case counts were used 
in funding formulas, HIV cases reported using codes rather than names 
would not be counted in distributing CARE Act funds. However, even if 
code-based data were incorporated into the CDC case counts, the age of 
the code-based systems could still be a factor since the code-based 
systems tend to be newer than the name-based systems. As of December 
2005, 12 of the 13 code-based systems were implemented in 1999 or 
later, compared with 10 of the 39 name-based systems.[Footnote 31] The 
effect of the maturity of the code-based systems could be increased if, 
as CDC believes, name-based systems can be executed with more complete 
coverage of cases in much less time than code-based systems. As a 
result, jurisdictions with code-based systems could find themselves 
with undercounts of HIV cases for longer periods of time than 
jurisdictions with name-based systems. Figure 2 shows the 39 
jurisdictions where HIV case counts are accepted by CDC and the 13 
jurisdictions where they are not accepted, as of December 2005.

Figure 2: CDC Acceptance of HIV Case Counts, December 2005:

[See PDF for image] 

Sources: CDC, IOM, Connecticut, Kentucky, and Philadelphia, 
Pennsylvania.

[End of figure]

The use of HIV cases in CARE Act funding formulas could result in 
fluctuations in funding over time because of newly identified 
preexisting HIV cases. Grantees with more mature HIV-reporting systems 
have generally identified more of their HIV cases. Therefore, if HIV 
cases were used to distribute funding, these grantees would tend to 
receive more funds. As grantees with newer systems identify and report 
a higher percentage of their HIV cases, their proportion of the total 
number of ELCs and HIV cases in the country would increase and funding 
that had shifted away from states with newer HIV-reporting systems 
would shift back, creating potentially significant additional shifts in 
program funding.

Concluding Observations:

The funding provided under the CARE Act has filled important gaps in 
communities throughout the country, but as Congress reviews CARE Act 
programs, it is important to understand how much funding can vary 
across communities with comparable numbers of persons living with AIDS. 
In our report, we raised several matters for Congress to consider when 
reauthorizing the CARE Act. We reported in February 2006 that if 
Congress wishes CARE Act funding to more closely reflect the 
distribution of persons living with AIDS, and to more closely reflect 
the distribution of persons living with HIV/AIDS when HIV cases are 
incorporated into the funding formulas, it should take the following 
five actions:

* revising the funding formulas used to determine grantee eligibility 
and grant amounts using a measure of living AIDS cases that does not 
include deceased cases and reflects the longer lives of persons living 
with AIDS,

* eliminating the counting of cases in EMAs for Title I base grants and 
again for Title II base grants,

* modifying the hold-harmless provisions for Title I, Title II, and 
ADAP base grants to reduce the extent to which they prevent funding 
from shifting to areas where the epidemic has been increasing,

* modifying the Title I grandfather clause, which protects the 
eligibility of metropolitan areas that no longer meet the eligibility 
criteria, and:

* eliminating the two-tiered structure of the Emerging Communities 
program.

We also reported that if Congress wishes to preserve funding for the 
ADAP Severe Need grants, it should revise the Title II hold-harmless 
provision that is funded with amounts set aside for ADAP Severe Need 
Grants. In commenting on our draft report HHS generally agreed with our 
identification of issues in the funding formulas.

Mr. Chairman, this completes my prepared statement. I would be happy to 
respond to any questions you or other members of the subcommittee may 
have at this time.

Contact and Acknowledgments:

For further information regarding this statement, please contact Marcia 
Crosse at (202) 512-7119 or crossem@gao.gov. Contact points for our 
Offices of Congressional Relations and Public Affairs may be found on 
the last page of this statement. James McClyde, Assistant Director; 
Robert Copeland; Cathy Hamann; Opal Winebrenner; Craig Winslow; and 
Suzanne Worth contributed to this statement.

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FOOTNOTES

[1] Pub. L. No. 101-381, 104 Stat. 576 (codified as amended at 42 
U.S.C. §§ 300ff-300ff-111 (2000)). Unless otherwise indicated, 
references to the CARE Act are to current law.

[2] HIV is the virus that causes AIDS. Throughout this testimony, we 
use the common term "HIV/AIDS" to refer to HIV disease, inclusive of 
cases that have progressed to AIDS. When we use these terms alone, HIV 
refers to the disease without the presence of AIDS, and AIDS refers 
exclusively to HIV disease that has progressed to AIDS. 

[3] In addition to the 50 states, the CARE Act authorizes grants to the 
District of Columbia, the Commonwealth of Puerto Rico, Guam, the Virgin 
Islands, American Samoa, the Commonwealth of the Northern Mariana 
Islands, the Republic of the Marshall Islands, the Federated States of 
Micronesia, and the Republic of Palau. Throughout this testimony, the 
term state refers to the 50 states and the District of Columbia, and 
territory refers to these listed territories.

[4] The 1990 CARE Act added a new Title XXVI to the Public Health 
Service Act. In general, because Part A of that new title, which 
authorizes grants to metropolitan areas, was established by Title I of 
the CARE Act, it is commonly referred to as Title I, and because Part 
B, which authorizes grants to states and territories, was established 
by Title II of the CARE Act, it is commonly referred to as Title II. 

[5] HRSA calculates a grantee's ELCs by using data from CDC on the 
reported AIDS case counts for the last 10 years and weighting those 
numbers to account for the likelihood of deaths.

[6] Under Title I, a metropolitan area with a population of at least 
500,000 and more than 2,000 reported AIDS cases in the last 5 calendar 
years is eligible to receive Title I funding, and is defined as an EMA.

[7] Pub. L. No. 106-345, § 206(b), 114 Stat. 1319, 1334-35.

[8] GAO, Ryan White CARE Act: Opportunities to Enhance Funding Equity, 
GAO/T-HEHS-00-150 (Washington, D.C.: July 11, 2000), 6.

[9] GAO, HIV/AIDS: Changes Needed to Improve the Distribution of Ryan 
White CARE Act and Housing Funds, GAO-06-332 (Washington, D.C.: Feb. 
28, 2006).

[10] Our analyses of CARE Act funding-formula provisions and the use of 
HIV cases in making CARE Act funding allocations include the states, 
Puerto Rico, and metropolitan areas eligible for funding. 

[11] Pub. L. No. 104-146, 110 Stat. 136.

[12] Pub. L. No. 106-345, 114 Stat. 1319.

[13] In this statement, cumulative AIDS cases are the total number of 
AIDS cases, both living and dead, reported in a jurisdiction in a given 
period.

[14] HRSA calculates a jurisdiction's ELCs by using data from CDC on 
the reported AIDS case counts for the last 10 years and weighting those 
numbers to account for the likelihood of deaths. We used this measure 
as our estimate of living AIDS cases in our analyses of CARE Act 
funding-formula provisions and the use of HIV cases in CARE Act funding 
formulas.

[15] In addition to the 50 states, these grants, like ADAP base grants, 
are authorized to the District of Columbia, the Commonwealth of Puerto 
Rico, Guam, and the Virgin Islands.

[16] See GAO, Ryan White CARE Act of 1990: Opportunities Are Available 
to Improve Funding Equity, GAO/T-HEHS-95-126 (Washington, D.C.: Apr. 5, 
1995).

[17] 42 U.S.C. §§ 300 ff-13(a)(3)(D)(i) and 300ff-28(a)(2)(D)(i) 
(2000). 

[18] When determining CARE Act funding for fiscal year 2004, HRSA used 
a survival weight of .28 for AIDS cases that had been reported 10 years 
earlier. This figure represents the proportion of persons who had been 
reported with AIDS 10 years earlier and were known to be alive. 

[19] Approximately 80 percent of Puerto Rico's ELCs are in EMAs.

[20] The funds used to meet the Title I hold-harmless requirement are 
deducted from the funds otherwise available for Title I supplemental 
grants before these grants are awarded. Supplemental grants are awarded 
by HRSA to EMAs using a competitive process based on the demonstration 
of need and other criteria. 

[21] San Francisco was the only EMA that received hold-harmless funding 
from fiscal year 1999 through fiscal year 2002. In fiscal year 2003, 19 
additional EMAs qualified for hold-harmless funding. Twenty-one EMAs 
received hold-harmless funding in fiscal year 2004. Eleven EMAs 
qualified in both fiscal years 2003 and 2004.

[22] To be eligible for Title I funding, a metropolitan area must have 
reported a cumulative total of more than 2,000 AIDS cases during the 
most recent 5 calendar years and have a population of at least 500,000. 
These criteria differ from those used to calculate base grant funding 
allocations, which are calculated using the number of ELCs.

[23] 42 U.S.C. § 300ff-28(a)(2)(I)(ii)(VI) (2000). Title II also 
contains a hold-harmless provision that requires HRSA to consider 
separately Title II base grants and ADAP base grants. For the Title II 
base grants, this hold-harmless provision is funded by proportionately 
reducing the size of the Title II base grants made to other 
jurisdictions that did not qualify for this hold-harmless funding or 
receive a minimum grant. For ADAP base grants, it would be funded by 
reducing the size of the ADAP base grants made to those grantees that 
did not qualify for ADAP base grant hold-harmless funding. 42 U.S.C. § 
300ff-28(a)(2)(H) (2000).

[24] To be eligible for a Severe Need grant, a jurisdiction must have 
met one of four eligibility criteria as of January 1, 2000. It must 
have limited (1) the eligibility of ADAP clients to those with incomes 
at or below 200 percent of the federal poverty level, (2) the number of 
ADAP clients by using medical eligibility restrictions, (3) the number 
of antiretroviral drugs covered in its drug formulary, or (4) the 
number of opportunistic infection medications to fewer than 10 in its 
drug formulary. (Opportunistic infections are illnesses such as 
parasitic, viral, and fungal infections, and some types of cancer, some 
of which usually do not cause disease in people with normal immune 
systems.) In addition, a jurisdiction must also have agreed to provide 
a 25 percent match and not impose eligibility requirements more 
restrictive than those in place on January 1, 2000. According to HRSA, 
grantees have provided funds or in-kind services to meet the matching 
requirement. 

[25] While we are aware of differences in the HIV data across 
jurisdictions, we conducted this analysis in light of the CARE Act 
requirement that HIV case counts be used for the distribution of Title 
I and Title II formula grants not later than fiscal year 2007. We used 
two approaches to examine the potential effect of including HIV cases 
in addition to persons living with AIDS in fiscal year 2004 CARE Act 
funding formulas. See GAO-06-332, app. I for more details regarding our 
methodology.

[26] In our analyses, we considered the Title I hold-harmless provision 
and the Title II hold-harmless provisions that are funded by 
proportional reductions in Title II base grants and ADAP base grants. 
We did not include the Title II hold-harmless provision funded by 
amounts otherwise available for Severe Need grants. 

[27] We classified states in accordance with the four U.S. Census 
Bureau regions and the jurisdictions that constitute each region. 
Because Puerto Rico is not included in any of these four regions, we 
excluded it from our regional analyses. Additional details on this 
analysis are available in GAO-06-332.

[28] IOM has reported that it could take from 18 months to several 
years after the implementation of an HIV-reporting system before there 
would be valid estimates of the number of people living with HIV. See 
Institute of Medicine of the National Academies, Measuring What 
Matters: Allocation, Planning, and Quality Assessment for the Ryan 
White CARE Act (Washington, D.C.: The National Academies Press, 2004).

[29] CDC has established a set of performance standards for accepting 
case counts from HIV-reporting systems. These standards include that 
case reporting be complete (greater than or equal to 85 percent of 
cases are reported) and timely (greater than or equal to 66 percent of 
cases reported within 6 months of diagnosis) and that evaluation 
studies demonstrate that the approach must result in accurate case 
counts (less than or equal to 5 percent of reported cases are 
duplicates). CDC has determined that the only systems which have been 
evaluated that meet these standards use confidential, name-based 
reporting. In July 2005, CDC began recommending that all states and 
territories adopt confidential name-based surveillance systems to 
report HIV infections.

[30] CDC also has other concerns about code-based reporting. For 
example, code-based reporting places a greater burden on health care 
providers because submitted codes are frequently incomplete and require 
extensive follow-up with providers to resolve potential duplicate 
reports on the same person.

[31] Two of the 13 states, Illinois and Maine, established name-based 
HIV reporting in January 2006. Both states are in the process of having 
their HIV surveillance data certified by CDC and, once certified, their 
data will be accepted by CDC.