TITLE 40.SOCIAL SERVICES AND ASSISTANCE

Part 9. TEXAS DEPARTMENT ON AGING

Chapter 260. AREA AGENCY ON AGING ADMINISTRATIVE REQUIREMENTS

40 TAC §§260.1 - 260.3, 260.11, 260.15, 260.17, 260.19

The Texas Department on Aging (TDoA) adopts the amendments contained in Chapter 260 (§§260.1-260.3, 260.11, 260.15, 260.17 and 260.19) in accordance with the Government Code, 2001.039. Sections 260.1, 260.3, 260.15, 260.17 and 260.19 are adopted without changes to the proposed text as published in the March 14, 2003, issue of the Texas Register (28 TexReg 2291) and will not be republished. Sections 260.2 and 260.11 are adopted with changes to the proposed text as published in the March 14, 2003, issue of the Texas Register (28 TexReg 2291). The text of the rules will be republished. The changes were recommended by a workgroup comprised of TDoA staff and Area Agency on Aging staff. The initial changes were made to remove areas no longer pertinent and to add areas to bring the rules in compliance with changes in federal statute.

Changes in the adopted amendments respond to public comments or otherwise reflect non-substantive variations from the proposed amendments. The following entities furnished written comments on the proposed amendments: Texas Association of Area Agencies on Aging (TAAAA) and the South East Area Agency (SETAAA) on Aging along with the Texas Department on Aging's (TDoA) responses.

§260.2. Area Agency on Aging Fiscal Responsibilities.

§260.2 (i)(6)

Comment from TAAAA: Allow the area agencies on aging to reference all relevant sections of the Texas Administrative Code that may be reviewed electronically without physically printing each section and attaching to the contract.

Response: TDoA inserted "reference in the" and removed "attach to the subcontractor/service provider contract" from the first sentence.

§260.11. Ombudsman Services.

§260.11, (a)(6)

Comment from the TAAAA: Testing should not be mandatory for becoming a Volunteer Certified Ombudsman because the required testing creates an extra burden on the Volunteer Ombudsman.

Response: The amendment deletes the words "and test" from the language. The remaining proposed language "training as prescribed by the office" is a sufficient structure to assure that volunteers are competent to carry out the ombudsman function.

§260.11, (f)(F)(4)

Comment from TAAAA: "Require the managing local ombudsman to attend all continuing education training" should be removed. The number of hours of training should not exceed those hours required for certification. It is not within the purview of the State Ombudsman to grant excuses and attendance at Ombudsman trainings would be determined by funding availability; and the training and continued education for local managing ombudsman should not exceed the requirement for the certification.

Comment from SETAAA: The AAA has concerns of the travel costs incurred in the Ombudsman training given the current budget concerns and hoped combining four training sessions into one and exploring alternative methods of training could be effective. The AAA also expressed a concern over the issue of mandatory compliance and the issuance of excused absences by the Ombudsman office. The recommendation is that the word "required" and the phrase "if excused from attending by the Office" be removed from the rule.

Response: Training will be developed and scheduled based on the needs of the 28 AAA based programs. The Ombudsman division has scheduled two stand-alone training sessions for AAA Ombudsman staff for 2004. It is anticipated that AAAs will support Ombudsman staff to participate in these events. Future year training events will be included both in-person and video/web based events as technology becomes available and is more cost-effective. Since the change deletes the entire section, subsequent sections were renumbered.

§260.11, (f)(F)(7)C:

Comment received from TAAAA: The Association asked the following be removed from the rule "require the completion of a criminal background check of all volunteer and paid staff ombudsman prior to certification." It was felt TDoA had not provided a means to obtain the checks, and confidential issues had not been addressed.

Response: It is the Agency's belief that a background check is necessary on all new volunteers and staff coming into the program after September 1, 2003 in order to provide the assurances to the public that the Agency is protecting the rights of vulnerable older persons served by the ombudsman program. The background checks are similar to the ones already being performed on Certified Nursing Aides by the Texas Department of Public Safety. Any confidential issues would be protected by state statute, as enacted by the 78th Texas Legislature. The Agency will provide the AAAs with a procedure to obtain criminal background information from the Texas Department of Public Safety.

The amendments are adopted under the Texas Human Resources Code §101.021, which provides the Texas Department on Aging with the authority to adopt rules governing the functions of the Department.

§260.2.Area Agency on Aging Fiscal Responsibilities.

(a) Purpose. An area agency on aging shall demonstrate and maintain fiscal integrity in order to comply with the requirements of the Governing Documents as listed in §254.3 of this title (relating to Governing Documents); all Texas Department on Aging Rules; the Department's policies related to the Cash Management Improvement Act, 31 Code of Federal Regulations Part 205, a Treasury-State agreement; and with all state and local laws as pertains to the financial operation of an area agency on aging. Policies, procedures, standards, program instructions, and technical assistance memorandums shall be promulgated by the Department, as necessary, in order to support and interpret these rules and laws. The Department shall be the final authority in determining how these interpretations shall pertain to programs for older persons. The area agency on aging shall comply with the following financial criteria.

(b) Purchases. All purchases of service, materials, equipment and goods made with grant funds shall follow the criteria of allowability as prescribed in the Uniform Grant Management Standards, as adopted by the Governor's Office of Budget and Planning, including OMB Circulars A-87 or A-122, as applicable, and the following.

(1) All purchases shall have been made by actual receipt of the service or merchandise or issuance of a purchase contract, voucher, or other legal document that binds both parties to the transaction, no later than the last day of the grant period for which funds have been budgeted and encumbered.

(2) Actual receipt of the service or merchandise and payment shall be made prior to the due date of the closeout report for the grant period for which funds have been budgeted and encumbered.

(3) Any service or merchandise placed on order in a fiscal program year, in accordance with subsection (a) of this section and not meeting the criteria in subsection (b) of this section, shall be paid for with funds awarded for the fiscal year in which the service or merchandise was actually received and/or payment made.

(c) Independent Audit.

(1) An area agency on aging receiving more than $300,000 in federal or state funding from all sources shall provide an audit in accordance with the standards for financial and compliance audits contained in the Standards for Audit of Governmental Organizations, Programs, Activities and Functions, issued by the U.S. General Accounting Office; the Single Audit Act of 1984, including all updates and revisions; the provisions of OMB Circular A-133, Audits of States, Local Governments, and Nonprofit Organizations, as applicable, and the Uniform Grant Management Standards.

(2) The audit shall cover the entire organization and be conducted in accordance with generally accepted auditing standards. Additionally, audits shall be conducted in accordance with audit guidelines promulgated by the Department, or the Single Audit Manager's Forum (SAMF) or other authoritative source with prior written approval from the Department.

(3) The area agency on aging shall provide and furnish the Department with an annual audit by an independent certified public accounting firm in accordance with OMB Circular A-133 within 30 calendar days following receipt of such audit, but in no case more than 9 months following the end of the area agency on aging's fiscal year end that the audit covers.

(4) An area agency on aging shall require all subcontractors to adhere to paragraphs (1) and (2) of this subsection, relating to the requirements for an independent audit in accordance with OMB Circular A-133.

(d) Indirect Costs Allocation Plan.

(1) The area agency on aging shall have an Indirect Costs Allocation Plan approved in accordance with the Uniform Grant Management Standards. Documentation of compliance with the above must be submitted to the Department for any period covered under this contract no later than the first of September immediately proceeding the contract period.

(2) An Indirect Costs Allocation Plan shall be submitted for approval to the Department by all area agencies on aging for whom the Department is the designated state coordination agency, no later than 60 days before the beginning of the contract period.

(3) All Indirect Costs Allocation Plans submitted to the Department for approval must have sufficient detail, as defined by the Department, to allow proper evaluation of the plan.

(e) Disallowance of Costs.

(1) In accordance with OMB Circular A-133 and Uniform Grant Management Standards, determination shall be made by independent audit and/or monitoring visit by the Department relating to the allowable use of federal, state and matching credit funds in accordance with OMB Circulars A-87, A-122 and other applicable laws, regulations and circulars promulgated by recognized authoritative bodies.

(2) Costs found to be unallowable, in accordance with those referenced in paragraph (1) of this subsection, relating to the allowable use of funds, shall be designated as questioned costs.

(3) To recover unresolved questioned costs revealed in an audit or monitoring visit, the Department will send to the area agency on aging a Letter of Notification of Disallowance with Intent to Recover Costs by certified or registered mail, return receipt requested within 60 calendar days following the failure to resolve all such questioned costs. The 60 calendar day period shall begin the next day following the six months allowed for resolution in accordance with OMB Circular A-133.

(4) Notification of disallowance resulting from questioned costs revealed during an independent audit or monitoring visit shall be issued by the Department.

(5) The area agency on aging shall resolve all findings and questioned costs within six months of receipt of the audit or notice of questioned costs unless an extension has been granted as directed by the Department.

(6) The area agency on aging shall be liable to the Department for any costs disallowed as a result of unresolved questioned costs revealed during an audit or monitoring visit relating to aging programs and/or expenditures.

(7) Failure of the area agency on aging to timely secure an acceptable independent audit from a subcontractor, when required by law, shall be subject to the disallowance provisions of this section to the same extent as disallowance based on overpayment of funds or other questioned costs.

(8) Disallowance resulting from non-receipt of required subcontractor audits shall be resolved in the same manner as if revealed by an independent audit or a monitoring visit.

(f) Recapture of Payments.

(1) Recapture of payment may occur when costs have been disallowed by the Department, or if the area agency on aging has received funds in excess of those actually earned. The Department may take appropriate action including requiring the repayment of and/or withholding of funds in such cases that overpayment has occurred.

(2) Any area agency on aging having funds recaptured because of a disallowance, in accordance with subsection (e) relating to disallowance, shall waive all rights to such funds and shall not receive any of the funds as part of a future allocation.

(g) Contract Certifications. Certifications required of all area agencies on aging include but are not limited to:

(1) Debarment and Suspension.

(A) The area agency on aging shall not knowingly deal with any person, business or other entity which has been suspended or debarred from receiving federal funds under 45 Code of Federal Regulations §76.200, concerning non-procurement, or 45 Code of Federal Regulations, Part 1229, Government wide Debarment and Suspension (Non-procurement) and Government wide Requirements for Drug-Free Workplace (Grants).

(B) For each federal fiscal year the area agency on aging shall secure a Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion for Covered Contracts and Grants from any potential subcontractor, of any tier, for which such certification is required, prior to issuing any award, grant or contract.

(2) Americans with Disabilities Act. The area agency on agency shall not purchase services from any subcontractor not in compliance with the provisions of the Americans with Disabilities Act.

(h) Budget Submissions.

(1) An area agency on aging, on an annual basis, shall submit a budget in a format directed by the Department, which reflects the approved area plan.

(2) An amended budget must be submitted to and approved by the Department prior to implementation of the amended budget.

(3) Budget submissions shall be due to the Department no later than 45 days following the date of notification to the area agency on aging.

(i) Contracting.

(1) The authority for the area agency on aging to enter into service provider contracts is based on the Older Americans Act of 1965, as amended; HHS regulations on Administration of Grants; Title 45 Code of Federal Regulations, Part 74; Title 45 Code of Federal Regulations, Part 92; Title 45 Code of Federal Regulations, Part 1321, et seq.; Title 45 Code of Federal Regulations, Part 91; and all policies and rules established by the Department; and with all state and local laws as they pertain to contracting and reimbursement methodologies. The area agency on aging and all subcontractors/service providers shall comply therewith.

(2) When purchasing services, the area agency on aging shall use the following cost determination methodologies for the purchase of goods and services. These methodologies are known as cost reimbursement, performance based unit rate and variable unit rate.

(A) Cost Reimbursement. In cost reimbursement contracts, the area agency on aging pays the subcontractor on a reimbursement basis for services rendered. Reimbursement shall not be adjusted to offset poor management planning. Adjustments to the share of expenses that federal and/or state funds will pay must be requested in writing by the subcontractor/service provider and may only be considered by the area agency on aging in instances where:

(i) a subcontractor experiences significant operating losses due to events over which they have no control or reasonably could not have anticipated; or

(ii) a subcontractor experiences excess revenues over operational costs due to unanticipated, and/or unbudgeted additional resources; or

(iii) reductions in expenses due to a change in cost allocation methodology.

(B) Fixed Unit Rate. In performance based unit rate contracting, the area agency on aging agrees to pay the subcontractor/service provider in the amounts and upon the terms, provisions and budgets as set forth in its contract with the subcontractor/service provider as a result of negotiation of a suitable unit rate. The subcontractor/service provider agrees to deliver specific services on an at-risk basis.

(C) Variable Unit Rate. Variable unit rate contracting allows for rate variation that is specific to a unit of service. This method would be used primarily for services such as health maintenance and residential repair but is not limited to these services.

(3) Direct Purchase of Services. Direct purchase of services contracting allows for the purchase of service(s) on a client-by-client basis. Direct purchase of services requirements are identified in §260.19 of this title (relating to Direct Purchase of Services).

(4) Sole Source Procurement. The sole source procurement method may be used only when the award of a contract is not feasible under the other procurement methods. In this event, the area agency on aging shall comply with the procedures established in 45 Code of Federal Regulations Part 92.36(d)(4), concerning procurement by noncompetitive proposals.

(5) Competitive Bidding. Area agencies on aging shall comply with competitive bidding procedures to promote fair and open competition in the procurement process through the use of formal bidding, informal bidding or competitive proposals, as appropriate. Documentation shall be maintained by the area agency on aging to demonstrate all such efforts.

(6) The area agency on aging shall reference in the subcontractor/service provider contract, all relevant sections of the Texas Administrative Code relating to the service(s) provided regardless of the procurement process used.

(7) All subcontractor/service provider contracts shall require a subcontractor/service provider to have an accounting system which identifies all costs for each specific service being purchased or provided and which complies with 45 Code of Federal Regulations, Section 1321, Subpart D.

(j) Service Match.

(1) In order to meet the match requirements of the Older Americans Act, 1965, as amended, Section 304(d), area agencies on aging and their service providers shall provide a minimum of non-federal match funds for the cost of all Older American Act services.

(2) The non-federal share of service funding shall be in cash or in kind.

(3) In-kind shall be based on fair market value of the services and goods.

(k) Area Agency on Aging Administrative Match.

(1) In order to meet the match requirements of the Older Americans Act, 1965, as amended, Section 304(d), area agencies on aging shall provide a minimum of 25% non-federal match funds for the cost of administration of area plans.

(2) The non-federal share of service funding shall be in cash or in kind.

(3) In-kind shall be based on fair market value of the services and goods.

(l) Program Income.

(1) Program income contributions shall be administered in accordance with 45 Code of Federal Regulations, Part 1321.67; 45 Code of Federal Regulations, Part 92.25; and the Uniform Grant Management Standards.

(2) Cost Reimbursement. Reimbursement shall not be made in excess of actual allowable expenses less program income received during the reimbursement period.

(3) Fixed or Variable Unit Rate. Program income received shall not be deducted from the amount paid to subcontractor/service provider.

(4) Direct Purchase of Services. When an area agency on aging or other designated access and assistance service provider purchases services using the direct purchase of service methodology, program income must be collected, accounted for and used to support and enhance services provided by the area agency on aging.

(m) Adequate Proportion.

(1) Each area agency on aging shall establish and meet an adequate proportion of funding they receive under Title III, Part B, of the Older Americans Act, 306(a)(2), as amended, for support services in the budget.

(2) Adequate proportion of funding for support services shall include each of the following support services categories and their designated services:

(A) Services associated with access to services (Transportation, Information, Referral and Assistance and Care Coordination);

(B) in-home services (homemaker and home health aides, visiting and telephone assurance, chore maintenance and supportive services for families of older individuals who are victims of Alzheimer's disease and related disorders with neurological and organic brain dysfunction); and

(C) legal assistance.

(3) An area agency on aging may propose a change in the local adequate proportion funding level for any of the support service categories through written request to the Department prior to the beginning of the fiscal year.

(4) An area agency on aging may seek a waiver from the Department for setting and expending an adequate proportion of Title III, Part B funds for support service categories.

(A) At least one public hearing shall be held on the area plan or area plan amendment containing a request for waiver of adequate proportion. The area agency on aging shall notify all interested parties in the area of the public hearing and provide them with an opportunity to testify.

(B) The area agency on aging shall provide appropriate justification to demonstrate an adequate supply of a specified support service is available to meet the needs of the service area.

(C) Separate waiver requests shall be submitted for each category of support services for which a waiver is sought.

(n) Ombudsman Maintenance of Effort. Area agencies on aging shall meet the requirements for maintenance of effort for ombudsman activities as defined in the Older Americans Act §306 (a)(9).

§260.11.Ombudsman Services.

(a) Definitions. The following words and terms, when used in this chapter, shall have the following meanings, unless the context clearly indicates otherwise.

(1) Advocacy--Actions by or on the behalf of individuals and groups to ensure that they receive the benefits and services to which they may be entitled, and to ensure that their rights guaranteed by law are protected and enforced.

(2) Advocacy plan--An action plan developed to address the needs and quality of care issues of residents that are developed at the state, regional and individual nursing home levels.

(3) Assisted Living Facility--An establishment, including a board and care home, that furnishes, in one or more facilities, food and shelter to four or more persons who are unrelated to the proprietor of the establishment and provides personal care services under the scope of Health and Safety Code, Chapter 247.

(4) Board--The Board on Aging of the Texas Department on Aging.

(5) Certified staff ombudsman--An individual who has successfully completed the required certification training as prescribed by the Office and who has been recommended by the local ombudsman entity and approved by the State Long-Term Care Ombudsman to serve as an advocate for long-term care facility residents and who has been hired by the local ombudsman entity as paid staff to participate in the administration of the ombudsman program. A certified staff ombudsman shall be a representative of the Office.

(6) Certified volunteer ombudsman--An individual who has successfully completed the required certification training as prescribed by the Office and who has been recommended by a local ombudsman entity and approved by the State Long-Term Care Ombudsman to serve as an advocate for long-term care facility residents and participate in the ombudsman program. A certified volunteer ombudsman shall be a representative of the Office.

(7) Clients or recipients of services--Residents of long-term care facilities.

(8) Contractor--The performing entity in a contract with the Department. The word contractor when used in this rule and related policies and procedures is synonymous with grantee or other entities as defined by the Board, by rule or order.

(9) Conflict of interest--Status of an individual applying to be a certified volunteer ombudsman must be revealed to the Office of the State Long-Term Care Ombudsman and resolved prior to service. A conflict of interest exists if an individual applying to be a certified volunteer ombudsman or an immediate family member (first degree of consanguinity or affinity) of that individual has any one or more of the following:

(A) direct involvement in the licensing or certification of a long-term care facility or of a provider of a long-term care service;

(B) ownership or direct investment interest in a long-term care service;

(C) is employed by or participates in the management of a long-term care facility;

(D) receives or has the right to receive, directly or indirectly, remuneration under a compensation arrangement with an owner or operator of a long-term care facility; or

(E) has a family member residing in a long-term care facility in which the representative is assigned or provides advocacy.

(10) Department--The Texas Department on Aging, the single state agency for Older Americans Act programs.

(11) Friendly Visitor--A volunteer who has a relationship with the local ombudsman entity but who does not participate in complaint resolution. A Friendly Visitor receives orientation and training as prescribed by the Office but does not receive certification, is not a representative of the Office and shall not have access to resident records. This is an optional program operated at the discretion of the local ombudsman entity.

(12) In-service--A planned educational effort conducted or coordinated by professional staff or certified volunteers.

(13) Local ombudsman entity--An area agency on aging or other entity, as defined by the Board, by rule or order which is responsible for implementation of all aspects of the local ombudsman program as defined in these rules.

(14) Long-term care facility--A facility that is licensed or regulated or that is required to be licensed or regulated by the Texas Department of Human Services.

(15) Managing local ombudsman--The professional staff person at the regional level who directs the local ombudsman program. A managing local ombudsman is a certified staff ombudsman and shall be a representative of the Office.

(16) Nursing home--An institution that provides organized and structured nursing care and service, and is subject to licensure under the Health and Safety Code, Chapter 242.

(17) Office--The Office of the State Long-Term Care Ombudsman, an independent division of the Texas Department on Aging.

(18) Ombudsman intern--A volunteer who has been admitted to the local training program as a potential certified volunteer ombudsman.

(19) Professional--Refers to an individual who has obtained a four-year bachelor degree in aging-related areas or human services, or has equivalent qualifying experience as a substitute for a degree. Such substitution shall be consistent with the employing entity's personnel policies.

(20) State Long-Term Care Ombudsman, also known as the State Ombudsman--The person designated by the Executive Director of the Department as Chief Administrator of the Office of the State Long-Term Care Ombudsman, in accordance with the requirements of the Older Americans Act, regarding expertise and experience. The State Ombudsman is accountable to the Executive Director of the Department for program and personnel matters.

(b) Purpose. The purpose of this rule is to assure the development and operation of an ombudsman program, which advocates for the rights of residents and their families to receive the highest quality of care and quality of life in long-term care facilities and which provides services to assist in protecting the health, safety and welfare of residents.

(c) Philosophy. Persons who are unable to care for themselves are entitled to dependable and consistent care that includes:

(1) a safe and healthy environment;

(2) satisfaction of nutritional needs;

(3) medical services, including physical, mental and psychosocial rehabilitation;

(4) an environment that promotes and maintains the individual's dignity, self-determination, communication and protection of individual rights.

(d) Eligibility. Residents of long-term care facilities aged 60 and above are eligible for Ombudsman services. Residents who are under 60 years of age and require advocacy services may be served if the advocacy effort benefits 60-year-old and older residents.

(e) Access. The Office shall assure that managing local ombudsmen and certified staff ombudsmen shall be granted access to long-term care facility residents and their records if consent of the resident or the legal representative of the resident is obtained or as permitted by the Older Americans Act and state statute as defined in Ombudsman procedures.

(f) Responsibilities of contractors to operate local ombudsman entities. Contractors shall be either an area agency on aging or an entity defined by the Board. The local ombudsman entity shall:

(1) be an organization with a responsive and visible presence in its region. It shall:

(A) perform the duties as outlined in the OAA consistent with these rules and the procedures required by the Office:

(i) provide services to protect the health, safety, welfare and rights of residents;

(ii) ensure that residents have regular, timely access to representatives of the program and have timely responses to complaints and request for assistance;

(iii) identify, investigate and resolve complaints made by or on behalf of residents that relate to action, inaction, or decisions, that may adversely affect the health, safety, welfare, or rights of the residents;

(B) be an expert and reliable source of information for families seeking information on long-term care placement or general requests for assistance;

(C) have a visible and active presence in long-term care facilities sufficient for clients and families to have access to ombudsman services that promote or improve quality of care and that result in the timely identification and resolution of complaints and concerns. In addition to regular visits by certified ombudsmen, each licensed nursing home shall be visited a minimum of one time, and more often as necessary, each year by the managing local ombudsman of the local ombudsman entity. The local ombudsman entity may establish affiliations with other volunteer groups to exchange information and identify advocacy needs to support facility coverage.

(D) coordinate with state, regional and local agencies and be recognized as an active member in the continuum of care in the communities it serves;

(E) have a mutually positive referral relationship with the Texas Department of Human Services and the Texas Department of Protective and Regulatory Services; and

(F) be a catalyst for community involvement in long-term care facilities and be viewed as a credible source of information for the community, the regulatory system, and the nursing home industry;

(2) appoint the managing local ombudsman who shall meet the requirements of a professional. In addition, two years of direct services to the elderly or experience in ombudsman services, advocacy, dispute resolution, or volunteer management are preferred.

(3) have adequate staff to manage all aspects of the program and shall designate the managing local ombudsman.

(4) establish and maintain a complaint management system that at a minimum shall:

(A) obtain or provide training to interns and certified volunteer ombudsmen on handling complaints and dispute resolution;

(B) have an intake process for receiving complaints;

(C) have a written process for certified volunteer ombudsmen to identify and investigate complaints and concerns with referral to the managing local ombudsman or his/her designee when assistance is needed;

(D) have a written process for equitably resolving complaints;

(E) have a process for reporting complaint activity as required by the local ombudsman entity and the Office; and

(F) have a written process to assure that complaint and client-oriented material remain confidential and is protected from access by unauthorized persons.

(5) establish a process to identify and remove conflicts of interest as prescribed in procedures established by the Office;

(6) establish and maintain a volunteer management system in which the local Ombudsman entity shall:

(A) analyze the number of volunteers needed for administrative duties, other activities, and facility coverage;

(B) recruit individuals to become certified volunteer ombudsmen using all appropriate means and conduct appropriate follow-up with individuals who expressed interest so that the total number of certified staff and volunteer ombudsmen are at least the number prescribed by the Legislative Budget Board of the Texas Legislature;

(C) process applicants through the completion of an application that contains all minimum information required by the Office to include the completion of a criminal background check of all volunteer and paid staff ombudsmen prior to certification. Supervise the completion of certification training and internship; make recommendation for certification of individuals to the State Long-Term Care Ombudsman and assign certified ombudsmen to appropriate long-term care facilities;

(D) provide state-approved initial certification training and provide 12 hours of local continuing education each federal fiscal year, for each representative of the Office;

(E) provide state-approved orientation and training for Friendly Visitors, if such a program is operated by the local ombudsman entity;

(F) support and supervise volunteers and staff involved in the local program during their service;

(G) promote retention through regular communication, recognition, motivational activities, and feedback of satisfaction with program services;

(H) establish and use a grievance and complaint system; and

(I) develop exit procedures to include input from the certified volunteers and staff who leave the ombudsman program and notification to the Office of their status with their written comments.

(7) assure that residents, families, and complainants have access to ombudsman services during the normal business week at no cost through a toll-free number or acceptance of collect calls with acknowledgement of the receipt of the complaint within one business day. The telephone number of the local ombudsman entity and the managing local ombudsman shall be listed under the area agency on aging listing in accordance with current Department policy;

(8) support the formation of family and resident councils in each facility of the region, in an effort to provide advocacy resources to promote quality of care;

(9) provide informational resources relating to quality of care and resident-centered care to residents, family, and staff of each nursing home in the region. Be available to provide in-service training in long-term care facilities in the region. Certified volunteer or paid staff ombudsmen may conduct such in-service training;

(10) coordinate with regional administrators or their designees of the Texas Department of Human Services Long-Term Care Regulatory Services division serving the region at least quarterly, and the Texas Department of Protective and Regulatory Services as needed, to develop efficient referral, communication, and problem-solving procedures;

(11) participate in survey activities with the Texas Department of Human Services in accordance with the cooperative agreement between the Department and the Texas Department of Human Services;

(12) submit program performance and other reports in accordance with requirements established by the Office and the Department;

(13) develop and implement individual nursing home advocacy plans followed by development and implementation of a regional advocacy plan that is based on an analysis of individual nursing home advocacy plans and other sources of information that supports the achievement of the highest levels of quality of care and quality of life for residents;

(14) promote local awareness of the ombudsman entity through the frequent use of local and regional resources, including the media, in order to provide visibility to the program, to include listing the phrase, "Advocate for Nursing Home Residents," in all brochures, publications, and media activities; and

(15) encourage coordination with citizen, membership and advocacy organizations to support quality of care and increase community involvement with and awareness of long-term care services.

(g) Responsibilities of Certified Volunteer Ombudsmen: A certified volunteer ombudsman shall execute the purposes of the ombudsman program as outlined in this rule and under the supervision of the managing local ombudsman.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on May 19, 2003.

TRD-200303089

Gary Jessee

Director of the Office of AAA Support and Operations

Texas Department on Aging

Effective date: June 8, 2003

Proposal publication date: March 14, 2003

For further information, please call: (512) 424-6857


40 TAC §260.14, §260.21

The Texas Department on Aging adopts the repeal of §260.14 and §260.21, concerning Corporate Eldercare and Public Hearing Procedures for Area Agencies on Aging, without changes to the proposed text as published in the March 14, 2003, issue of the Texas Register (28 TexReg 2300) and will not be republished. The rules that are being repealed outline the requirements for the Corporate Eldercare and Public Hearing Procedures for Area Agencies on Aging, respectively.

The rules are being repealed as the requirements are included in the Older Americans Act, making the rules redundant and unnecessary. Area agencies on aging, through their contract with the Texas Department on Aging, are required to meet the requirements of the Older Americans Act including the required assurances.

No comments were received regarding adoption of the rules.

The repeals are adopted under Texas Human Resources Code §101.021, which provides the Texas Department on Aging with the authority to adopt rules governing the functions of the Department.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on May 19, 2003.

TRD-200303088

Gary Jessee

Director of the Office of AAA Support and Operations

Texas Department on Aging

Effective date: June 8, 2003

Proposal publication date: March 14, 2003

For further information, please call: (512) 424-6857