TITLE 1.ADMINISTRATION

Part 15. TEXAS HEALTH AND HUMAN SERVICES COMMISSION

Chapter 352. QUALITY ASSURANCE FEE

1 TAC §352.10

The Texas Health and Human Services Commission (HHSC) proposes new §352.10, concerning the Quality Assurance Fee for the Home and Community-Based Services and Community Living Assistance and Support Services Waiver Programs, in its Quality Assurance Fee chapter. Elsewhere in this issue of the Texas Register HHSC contemporaneously proposes §352.10 for emergency adoption. Under the emergency adoption, §352.10 will become effective September 1, 2005.

Background and Justification

HHSC proposes a new rule for the quality assurance fee program under Chapter 252, Subchapter H, Quality Assurance Fee, of the Health and Safety Code, by providing for a quality assurance fee for services provided under a home and community-based services waiver or a community living assistance and support services waiver.

Section-by-Section Summary

HHSC proposes to add a new §352.10, Quality Assurance Fee for the Home and Community-based Services and Community Living Assistance and Support Services.

Proposed §352.10(a), Definitions, establishes terms and definitions for this rule.

Proposed §352.10(b), Determination of the Fee, establishes that the Health and Human Services Commission (HHSC) shall establish the quality assurance fee amount.

Proposed §352.10(c), Total monthly fee, establishes for each provider the total monthly fee amount, including the formula used to obtain the monthly fee.

Proposed §352.10(d), Monthly reporting, establishes that all contracted providers must file a report with the Department of Aging and Disability Services (DADS) in a format prescribed by DADS that includes the accrued units of service delivered to Medicaid clients for the reporting period and the net operating revenues received for private clients during the reporting period.

Proposed §352.10(e), Payment of the fee, sets forth that the provider must include with the monthly report submitted from subsection (c) of this section, payment of the total fee amount calculated from the monthly report. In addition, DADS must receive the payment of the total fee amount no later than 30 calendar days following the end of each month.

Proposed §352.10(f), Audit of monthly reports, sets forth that HHSC will conduct desk reviews and field audits of monthly reports in order to ensure that all information reported in the reports conforms to all applicable rules and instructions. HHSC may require supporting documentation other than that contained in the monthly report to substantiate reported information. The provider must allow access to the records of the provider or any parent company

Proposed §352.10(g), Penalties, establishes that a penalty assessed under this subsection is in an amount equal to one-half the amount of the estimated outstanding quality assurance fee amount, not to exceed $20,000.

Proposed §352.10(h), Continued responsibility, establishes that assessment of a penalty under this section does not relieve a provider from providing services to clients and complying with licensure and certification requirements.

Proposed §352.10(i), Vendor Hold, establishes that a provider that fails to pay the quality assurance fee by the due date will be placed on vendor hold until all overdue fee amounts are paid to DADS.

Proposed §352.10(j), Informal Review and Formal Appeal, establishes that a provider that disagrees with an adjustment made to their monthly report may request an informal review in accordance with §355.110(d) and (e) of this part (related to Informal Reviews and Formal Appeals).

This proposed rule changes the title of Chapter 352 from "Quality Assurance Fee for Long-Term Care Facilities" to "Quality Assurance Fee" to reflect the inclusion of the identified waiver services in the quality assurance fee program.

Fiscal Note

Tom Suehs, Deputy Executive Commissioner for Financial Services, has determined that during the first 5-year period the proposed rule is in effect, there will be a fiscal impact to state government. There is a cost to implementing this legislation associated with reimbursing providers through the Medicaid rate. In addition, there are ongoing administrative cost of developing an automated system to bill and track Quality Assurance Fee (QAF) collections. These costs will be offset by a gain in general revenue (dedicated funds) generated from the fee paid by providers. State fiscal year 2006 cost: $24,634,195 general revenue and $62,432,795 total funds. State fiscal years 2007-2010 annual cost: $26,165,790 general revenue and $67,878,435 total funds. Revenue gain to general revenue-dedicated: $26,090,098 for state fiscal years 2006-2010. The proposed rule will result in any fiscal implications for local health and human services agencies. Local governments will not incur additional costs.

Small and Micro Business Impact Analysis

Mr. Suehs has also determined that there will be no effect on small businesses or micro businesses to comply with the amendment, as they will not be required to alter their business practices as a result of the rule. There are will be no anticipated economic costs to persons who are required to comply with the proposed rule. There is no anticipated negative impact on local employment.

Public Benefit

Ed White, Director for Rate Setting and Forecasting, has determined that for each year of the first five years the sections are in effect, the public benefit anticipated as a result of enforcing the rule is that the quality assurance fee that is collected for services under a home and community-based services waiver or a community living assistance and support services waiver will be used as matching funds to draw down Medicaid federal funding for rate increases for these programs. There is no anticipated economic cost to persons who are required to comply with the proposed sections. There is no anticipated effect on local employment in geographic areas affected by these sections.

Regulatory Analysis

HHSC has determined that this proposal is not a "major environmental rule" as defined by §2001.0225 of the Texas Government Code. "Major environmental rule" is defined to mean a rule, the specific intent of which is to protect the environment or reduce risk to human health from environment exposure and that may adversely affect, in a material way, the economy, a sector of the economy, productivity, competition, jobs, the environment or the public health and safety of a state or a sector of the state. This proposal is not specifically intended to protect the environment or reduce risks to human health from environment exposure.

Takings Impact Assessment

HHSC has determined that this proposal does not restrict or limit an owner's right to his or her property that would otherwise exist in the absence of government action and, therefore, does not constitute a taking under §2007.043 of the Government Code.

Under §2007.003(b) of the Government Code, HHSC has determined that Chapter 2007 of the Government Code does not apply to this rule. The changes this rule makes do not implicate a recognized interest in private real property. Accordingly, HHSC is not required to complete a takings impact assessment regarding this rule.

Public Comment

Written comments on the proposed amendments to the rules may be submitted to Gilbert Estrada, Policy Analyst, at the Texas Health and Human Services Commission, Medicaid/CHIP Division, Policy Development Support, P.O. Box 85200-5200, MC - H600, Austin, Texas 78708-5200, by fax to (512) 491-1953, or by e-mail to gilbert.estrada@hhsc.state.tx.us within 30 days of publication of this proposal in the Texas Register .

Public Hearing

A public hearing is scheduled for August 30, 2005, at 10:00 a.m. The hearing will be held in the Public Hearing Room (Lone Star), Braker Building, Health and Human Services Commission, 11209 Metric Boulevard, Building H, Austin, Texas. Persons requiring further information, special assistance, or accommodations should contact Carmen Capetillo at 512-491-1104.

Statutory Authority

The new rule is proposed under the Texas Government Code, §531.033, which provides the Executive Commissioner of HHSC with broad rulemaking authority; the Human Resources Code, §32.021 and the Texas Government Code, §531.021(a), which provide HHSC with the authority to administer the federal medical assistance (Medicaid) program in Texas; and the Texas Government Code, §531.021(b), which provides HHSC with the authority to propose and adopt rules governing the determination of Medicaid reimbursements.

The proposed new rule affects the Human Resources Code, Chapter 32, and the Texas Government Code, Chapter 531. No other statutes, articles, or codes are affected by this proposal.

§352.10.Quality Assurance Fee for the Home and Community-based Services and Community Living Assistance and Support Services.

(a) Definitions. The following definitions apply to this section.

(1) Provider. A person or entity that contracts with the Department of Aging and Disability Services (DADS) as a Home and Community-based Services Program Provider, Community Living Assistance and Support Services-Direct Services Agency Provider, or Community Living Assistance and Support Services-Case Management Agency.

(2) Gross receipts. Money received as compensation for services under an intermediate care facilities for the mentally retarded waiver program such as a home and community services waiver or a community living assistance and support services waiver. The term does not include a charitable contribution, revenues received for services or goods other than waivers, or any money received from consumers or their families as reimbursement for services or goods not normally covered by the waivers.

(3) Net operating revenues. Gross receipts less any deducted amounts for bad debts, charity care, and payer discounts.

(4) Units of service. The units of service by rate type and by level of need, where applicable, that were accrued for the reporting period. Units of service that were delivered and not yet billed or paid to the provider are to be included as units of service.

(b) Determination of the fee. The Health and Human Services Commission (HHSC) shall establish the quality assurance fee as a percentage of net operating revenues such that the total of all fees collected does not exceed six percent of the total annual net operating revenues received by providers in the state under the programs identified in subsection (a)(1) of this section. The quality assurance fee amount may be adjusted as necessary for all providers to ensure that the fees collected do not exceed six percent of the total annual net operating revenues received by providers in the state under the programs identified in subsection (a)(1) of this section.

(c) Total monthly fee amount. For each provider, the total monthly fee amount is equal to the percentage determined in subsection (b) of this section times the number of units of service delivered under the programs identified in subsection (a)(1) of this section during the reporting period times the payment rate in effect on the day the unit of service was delivered plus the percentage determined in subsection (b) of this section times the net operating revenues received for private clients during the reporting period.

(d) Monthly reporting. All contracted providers must file a report with DADS in a format prescribed by DADS and in accordance with instructions provided by DADS that includes the accrued units of service delivered to clients under the programs identified in subsection (a)(1) of this section for the reporting period and the net operating revenues received for private clients during the reporting period. A separate report must be completed for each contract held by the provider. The report must be received by DADS no later than 30 calendar days following the end of each month unless the 30th calendar day is a weekend day, national holiday, or state holiday, then the first business day following the 30th calendar day is the final day for the receipt of the monthly report. Additional reports may be required as needed at the discretion of HHSC.

(e) Payment of the fee. The provider must include with the monthly report submitted from subsection (d) of this section, payment of the total fee amount calculated from the monthly report. The payment of the total fee amount must be received by DADS no later than 30 calendar days following the end of each month unless the 30th calendar day is a weekend day, national holiday, or state holiday, then the first business day following the 30th calendar day is the final day for the receipt of the monthly report. The quality assurance fee must be paid by this deadline even if an appeal of the fee has been filed with DADS, the provider's contract has terminated, or the contract has been assigned. HHSC or DADS will not grant any exceptions from the payment of the quality assurance fee, monthly reporting requirements related to the fee, or the collection of other data necessary for the determination of the fee amount to be paid.

(f) Audit of monthly reports. HHSC conducts desk reviews and field audits of monthly reports in order to ensure that all information reported in the reports conforms to all applicable rules and instructions. HHSC may require supporting documentation other than that contained in the monthly report to substantiate reported information. The provider must allow access to the records of provider or any parent company, affiliate, or related party for the purposes of verifying the information contained in the monthly report. For providers contracted with the State of Texas to provide Home and Community-based Services or Community Living Assistance and Support Services, failure to submit monthly reports by the due date, to allow auditors access to the records necessary to verify the amounts reported on the monthly reports, or to complete the monthly reports according to instructions and rules constitutes an administrative contract violation. In the case of an administrative contract violation, procedural guidelines and informal reconsideration and/or appeal processes are specified in §355.111 of this title (relating to Administrative Contract Violations). The provider will be notified of any revisions made to their monthly reports and of any amounts owed or to be returned to the provider based on the revisions. Amounts owed must be paid within 30 days of notification of the amount that is owed.

(g) Penalties. A penalty assessed under this subsection is in an amount equal to one-half the amount of the estimated outstanding quality assurance fee amount, not to exceed $20,000. DADS will assess a financial penalty to be paid by the provider if any of the following occurs:

(1) The provider fails to pay the total fee amount owed for the month.

(2) The provider files a false, erroneous or fraudulent monthly report that either HHSC or DADS concludes resulted in the assessment of a quality assurance fee that is less than the provider should have been assessed.

(3) The provider fails to pay the amounts due from subsection (f) of this section within 30 days of notification.

(4) Penalties are in addition to owed quality assurance fees and are non-refundable.

(h) Continued responsibility. The assessment of a penalty under this section does not relieve a provider from:

(1) Providing services to clients in accordance with its obligations under contract or the law;

(2) Paying additional quality assurance fees that may be assessed to the provider; or

(3) Otherwise complying with licensure and certification requirements.

(i) Vendor Hold. A provider that fails to pay the quality assurance fee by the due date will be placed on vendor hold until all overdue fee amounts are paid to DADS.

(j) Informal review and formal appeal. A provider that disagrees with an adjustment to their monthly report made in accordance with subsection (f) of this section may request an informal review in accordance with §355.110(c) of this title (relating to Informal Reviews and Formal Appeals) and an administrative appeal in accordance with §355.110(d) and (e) of this title (relating to Informal Reviews and Formal Appeals).

(k) Sections §352.1 through §352.9 do not apply to this section.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on August 8, 2005.

TRD-200503292

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: September 18, 2005

For further information, please call: (512) 424-6900


Chapter 355. REIMBURSEMENT RATES

Subchapter H. REIMBURSEMENT METHODOLOGY FOR 24-HOUR CHILD CARE FACILITIES

1 TAC §355.7103

The Texas Health and Human Services Commission (HHSC) proposes to amend §355.7103 Rate-Setting Methodology for 24-Hour Residential Child-Care Reimbursements) in its Reimbursement Rates chapter.

The purpose of the amendment is to change the rate determination authority from DFPS to HHSC and provide the method for determining payment rates effective September 1, 2005. The rule proposal outlines that the rates effective September 1, 2005 for the two years of the biennium will be determined by adjusting the current rates by equal percentages based on a pro rata distribution of the appropriated funds. The rule proposal also documents the method used to determine the current rates in effect for state fiscal years 2004 and 2005 and makes changes in references to the Department of Protective and Regulatory Services (PRS) to references to DFPS. In addition, state fiscal year timeframes were added to provide an accurate reference to the rate determination actions taken in the past two biennium and the rate determination actions proposed for the next biennium.

Cindy Brown, Chief Financial Officer of DFPS, has determined that for the first five-year period the proposed section will be in effect there will not be fiscal implications for state or local government as a result of enforcing or administering the section.

Ms. Brown also has determined that for each year of the first five years the section is in effect the public benefit anticipated as a result of enforcing the section will be that the rule will specify the method used to determine payment rates for this program. The rule proposal will also specify that HHSC is the authority for determining payment rates for this program.

There will not be an effect on large, small, or micro-businesses because the proposed change does not impose new requirements on any business and does not require the purchase of any new equipment or any increased staff time in order to comply. There is no anticipated economic cost to persons who are required to comply with the proposed section.

HHSC has determined that the proposed new section does not restrict or limit an owner's right to his or her property that would otherwise exist in the absence of government action and, therefore, does not constitute a taking under §2007.042 of the Government Code.

Questions about the content of the proposal may be directed to Carolyn Pratt at (512) 491-1359 in the Health and Human Services Commission, Rate Analysis Department. Written comments on the proposal may be submitted to Carolyn Pratt, Health and Human Services Commission, Rate Analysis Department H-400, P.O. Box 85200, Austin, Texas 78708-5200, within 30 days of publication in the Texas Register .

The amendment is proposed under Government Code, §531.033, which authorizes the executive commissioner of HHSC to adopt rules necessary to carry out the commission's duties; Government Code §531.055, which authorizes the executive commissioner to adopt rules for the operation and provision of health and human services by the health and human services agencies and to adopt or approve rates of payment required by law to be adopted or approved by a health and human services agency; and Human Resources Code, §40.004(c) and (d), which authorize the executive commissioner to consider fully all written and oral submissions to the DFPS Council about a proposed rule.

The amendment implements Government Code, §531.033 and §531.055.

§355.7103.Rate-Setting Methodology for 24-Hour Residential Child-Care Reimbursements.

(a) The following is the authority and process for determining payment rates:

(1) For payment rates established prior to September 1, 2005, [ The Board of the Texas ] the Department of Family and Protective Services (DFPS; formerly the Department of Protective and Regulatory Services ) [ (PRS) ] reviews payment rates for providers of 24-hour residential child care services every other year in an open meeting, after considering financial and statistical information, DFPS [ PRS ] rate recommendations developed according to the provisions of this subchapter, legislative direction, staff recommendations, agency service demands, public testimony, and the availability of appropriated revenue. Before the open meeting in which rates are presented for adoption, DFPS [ PRS ] sends rate packets containing the proposed rates and average inflation factor amounts to provider association groups. DFPS [ PRS ] also sends rate packets to any other interested party, by written request. Providers who wish to comment on the proposed rates may attend the open meeting and give public testimony. Notice of the open meeting is published on the Secretary of State's web site at http://www.sos.state.tx.us/open. DFPS [ If the Board adopts the proposed rates, PRS ] notifies all foster care providers of the adopted rates by letter.

(2) For payment rates established September 1, 2005 and thereafter, the Health and Human Services Commission (HHSC) approves rates that are statewide and uniform. In approving rate amounts HHSC takes into consideration staff recommendations based on the application of formulas and procedures described in this chapter. However, HHSC may adjust staff recommendations when HHSC deems such adjustments are warranted by particular circumstances likely to affect achievement of program objectives, including economic conditions and budgetary considerations. Reimbursement amounts will be determined coincident with the state's biennium. HHSC will hold a public hearing on proposed reimbursements before HHSC approves reimbursements. The purpose of the hearing is to give interested parties an opportunity to comment on the proposed reimbursements. Notice of the hearing will be provided to the public. The notice of the public hearing will identify the name, address, and telephone number to contact for the materials pertinent to the proposed reimbursements. At least ten working days before the public hearing takes place, material pertinent to the proposed statewide uniform reimbursements will be made available to the public. This material will be furnished to anyone who requests it.

(b) For payment rates in effect for state fiscal year (SFY) 2002 and 2003, DFPS [ PRS ] develops rate recommendations for Board consideration for foster homes serving Levels of Care 1 through 4 children as follows:

(1) For all Level of Care 1 rates, DFPS [ PRS ] analyzes the most recent statistical data available on expenditures for a child published by the United States Department of Agriculture (USDA) from middle income, dual parent households for the "Urban South." USDA data includes costs for age groupings from 0 to 17 years of age. An age differential is included with one rate for children ages 0-11 years, and another rate for children 12 years and older. Foster homes providing services to Level of Care 1 children receive the rate that corresponds to the age of the child in care.

(A) DFPS [ PRS ] excludes health care costs, as specified in the USDA data, from its calculations since Medicaid covers these costs. USDA specified child-care and education costs are also excluded since these services are available in other DFPS [ PRS ] day-care programs.

(B) DFPS [ PRS ] includes the following cost categories for both age groups as specified in the USDA data: housing, food, transportation, clothing, and miscellaneous.

(C) The total cost per day is projected using the Implicit Price Deflator-Personal Consumption Expenditures (IPD-PCE) Index from the period covered in the USDA statistics to September 1 of the second year of the biennium, which is the middle of the biennium that the rate period covers. Information on inflation factors is specified in subsection (h) of this section.

(2) For Levels of Care 2 through 4 rates, DFPS [ PRS ] analyzes the information submitted in audited foster home cost surveys and related documentation in the following ways:

(A) A statistically valid sample of specialized (therapeutic, habilitative, and primary medical) foster homes complete a cost survey covering one month of service if they meet the following criteria:

(i) the foster home currently has a DFPS [ PRS ] foster child(ren) residing in the home; and

(ii) the number of children in the home, including the children of the foster parents, is 12 or fewer.

(B) For rates covering the fiscal year 2002-2003 biennium, child-placing agency homes are the only foster homes that complete a cost survey because the children they serve are currently assigned levels of care verified by an independent contractor. By September 1, 2001, children served in DFPS [ PRS ] specialized foster homes will also be assigned levels of care verified by an independent contractor. All future sample populations completing a one-month foster home cost survey will include both child-placing agency and DFPS [ PRS ] specialized foster homes. As referenced in subsection (j) of this section, during the 2004-2005 biennium, when the rate methodology is fully implemented, DFPS [ PRS ] specialized foster homes and child-placing agency foster homes will be required to receive at a minimum the same foster home rate as derived by this subsection.

(C) Cost categories included in the one-month foster home cost survey include:

(i) shared costs, which are costs incurred by the entire family unit living in the home, such as mortgage or rent expense and utilities;

(ii) direct foster care costs, which are costs incurred for DFPS [ PRS ] foster children only, such as clothing and personal care items. These costs are tracked and reported for the month according to the level of care of the child; and

(iii) administrative costs that directly provide for DFPS [ PRS ] foster children, such as child-care books, and dues and fees for associations primarily devoted to child care.

(D) A cost per day is calculated for each cost category and these costs are combined for a total cost per day for each level of care served.

(E) A separate sample population is established for each type of specialized foster home (therapeutic, habilitative, and primary medical). Each level of care maintenance rate is established by the sample population's central tendency, which is defined as the mean, or average, of the population after applying two standard deviations above and below the mean of the total population.

(F) The rates calculated for each type of specialized foster home are averaged to derive one foster care maintenance rate for each of the Levels of Care 2 through 4.

(G) The total cost per day is projected using the IPD-PCE Index from the period covered in the cost report to September 1 of the second year of the biennium, which is the middle of the biennium that the rate period covers. Information on inflation factors is specified in subsection (h) of this section.

(c) For payment rates in effect for state fiscal year (SFY) 2002 and 2003, DFPS [ PRS ] develops rate recommendations for Board consideration for child-placing agencies serving Levels of Care 1 through 4 children as follows:

(1) The rate-setting model defined in subsection (g) of this section is applied to child-placing agencies' cost reports to calculate a daily rate.

(2) At a minimum, child-placing agencies are required to pass through the applicable foster home rate derived from subsection (b) of this section to their foster homes. The remaining portion of the rate is provided for costs associated with case management, treatment coordination, administration, and overhead.

(3) For rate-setting purposes, the following facility types are included as child-placing agencies and will receive the child-placing agency rate:

(A) child-placing agency;

(B) independent foster family/group home;

(C) independent therapeutic foster family/group home;

(D) independent habilitative foster family/group home; and

(E) independent primary medical needs foster family/group home.

(d) For payment rates in effect for state fiscal year (SFY) 2002 and 2003, DFPS [ PRS ] develops rate recommendations for Board consideration for residential care facilities serving Levels of Care 1 through 6 as follows:

(1) For Levels of Care 1 and 2, DFPS [ PRS ] applies the same rate paid to child-placing agencies as recommended in subsection (c) of this section.

(2) For Levels of Care 3 through 6, the rate-setting model defined in subsection (g) of this section is applied to residential care facilities' cost reports to calculate a daily rate.

(3) For rate-setting purposes, the following facility types are included as residential care facilities and will receive the residential care facility rate:

(A) residential treatment center;

(B) therapeutic camp;

(C) institution for mentally retarded;

(D) basic care facility;

(E) halfway house; and

(F) maternity home.

(e) For payment rates in effect for state fiscal year (SFY) 2002 and 2003, DFPS [ PRS ] develops rate recommendations for Board consideration for emergency shelters as follows:

(1) DFPS [ PRS ] analyzes emergency shelter cost report information included within the rate-setting population defined in subsection (f) of this section. Emergency shelter costs are not allocated across levels of care since, for rate-setting purposes, all children in emergency shelters are considered to be at the same level of care.

(2) For each cost report in the rate-setting population, the total costs are divided by the total number of days of care to calculate a daily rate.

(3) The total cost per day is projected using the IPD-PCE Index from the period covered in the cost report to September 1 of the second year of the biennium, which is the middle of the biennium that the rate period covers. Information on inflation factors is specified in subsection (h) of this section.

(4) The emergency shelter rate is established by the population's central point or central tendency. The measure of central tendency is defined as the mean, or average, of the population after applying two standard deviations above and below the mean of the total population.

(f) For payment rates in effect for state fiscal year (SFY) 2002 and 2003, level [ Level ] of care rates for contracted providers including child-placing agencies, residential care facilities, and emergency shelters are dependent upon provider cost report information. The following criteria applies to this cost report information:

(1) DFPS [ PRS ] excludes the expenses specified in §700.1805 and §700.1806 of this title (relating to Unallowable Costs and Costs Not Included in Recommended Payment Rates). Exclusions and adjustments are made during audit desk reviews and on-site audits.

(2) DFPS [ PRS ] includes therapy costs in its recommended payment rates for emergency shelters and for Levels of Care 3 through 6, and these costs will be considered as allowable costs for inclusion on the provider's annual cost report, only if one of the following conditions applies. The provider must access Medicaid for therapy for children in their care unless:

(A) the child is not eligible for Medicaid or is transitioning from Medicaid Managed Care to fee-for-service Medicaid;

(B) the necessary therapy is not a service allowable under Medicaid;

(C) service limits have been exhausted and the provider has been denied an extension;

(D) there are no Medicaid providers available within 45 miles that meet the needs identified in the service plan to provide the therapy; or

(E) it is essential and in the child's best interest for a non-Medicaid provider to provide therapy to the child and arrange for a smooth coordination of services for a transition period not to exceed 90 days or 14 sessions, whichever is less. Any exception beyond the 90 days or 14 sessions must be approved by DFPS [ PRS ] before provision of services.

(3) DFPS [ PRS ] may exclude from the database any cost report that is not completed according to the published methodology and the specific instructions for completion of the cost report. Reasons for exclusion of a cost report from the database include, but are not limited to:

(A) receiving the cost report too late to be included in the database;

(B) low occupancy;

(C) auditor recommended exclusions;

(D) days of service errors;

(E) providers that do not participate in the level of care system;

(F) providers with no public placements;

(G) not reporting costs for a full year;

(H) using cost estimates instead of actual costs;

(I) not using the accrual method of accounting for reporting information on the cost report;

(J) not reconciling between the cost report and the provider's general ledger; and

(K) not maintaining records that support the data reported on the cost report.

(4) DFPS [ PRS ] requires all contracted providers to complete the first portion of the cost report including contracted provider identification; preparer/contact person; facility license type; reporting period; days of service by level of care provided during the reporting period; facility capacity and occupancy status; and cost report exemption determination. Providers that meet any one of the following criteria are not required to complete the entire cost report:

(A) total number of days of service for state-placed children equal to or less than 10% of total days of service;

(B) total number of DFPS [ PRS ] days of service equal to or less than 10% of total days of service;

(C) no services provided to DFPS [ PRS ] children;

(D) services provided to only Level of Care 1 children;

(E) contract with DFPS [ PRS ] terminated or was not renewed;

(F) occupancy rate for emergency shelters is less than 30%; or

(G) occupancy rate for all other facility types, except for child-placing agencies, is less than 50%.

(5) The occupancy rate equals the total number of days of service provided during the reporting period divided by the maximum operating capacity. The maximum operating capacity is the number of residents the facility is equipped to serve multiplied by the number of days in the reporting period.

(6) All contracted providers not meeting the exemption criteria defined in paragraph (4) of this subsection are included in the rate-setting population and must complete the entire cost report for rate-setting purposes, including:

(A) all child-placing agencies because they do not report occupancy;

(B) emergency shelters with a 30% or more overall occupancy rate; and

(C) all other facilities with a 50% or more overall occupancy rate.

(g) For payment rates in effect for state fiscal year (SFY) 2002 and 2003, a [ A ] rate-setting model is applied to child-placing agencies' and residential care facilities' cost report information included within the rate-setting population defined in subsection (f) of this section. Three allocation methodologies are used in the rate-setting model to allocate allowable costs among the levels of care of children that are served. The methodologies are explained below and are applied as follows:

(1) The first methodology is a staffing model, validated by a statistically valid foster care time study, driven by the number of direct care and treatment coordination staff assigned to a child-placing agency or residential care facility to care for the children at different levels of care. The staffing model produces a staffing complement that is applied to direct care costs to allocate the costs among the levels of care.

(A) Staff positions reported on the direct care labor area of the cost report are grouped into the following categories to more clearly define the staffing complement required at each level of care:

(i) case management;

(ii) treatment coordination;

(iii) direct care;

(iv) direct care administration; and

(v) medical.

(B) A categorized staffing complement for each Level of Care 1 through 6 is derived as follows:

(i) A 14-day foster care time study is applied to a representative sample of residential care facilities and child-placing agencies that completed a cost report.

(ii) Contracted staff, or employees, within the sampled facilities complete a foster care time study daily activity log that assigns half-hour units of each employee's time to the individual child(ren) with whom the employee is engaged during the time period. By correlating the distribution of the employee's time with the level of care assigned to each child, the employee's time is distributed across the Levels of Care 1 through 6.

(iii) The foster care time study daily activity log also captures the type of activity performed. The total amount of time spent in each of these activities is a component in determining the number of staff needed in each of the categories included in the staffing complement. The activities performed include:

(I) care and supervision;

(II) treatment planning and coordination;

(III) medical treatment and dental care; and

(IV) other (administrative, managerial, training functions, or personal time).

(iv) An analysis of the cumulative frequency distribution of these time units by level of care of all children served in the sample population, by category of staff performing the activity, and by type of activity, establishes appropriate staffing complements for each level of care in child-placing agencies and in residential care facilities. These time units by level of care are reported as values that represent the equivalent of a full-time employee. The results are reported in the following chart for incorporation into the rate-setting model:

Figure: 1 TAC §355.7103(g)(1)(B)(iv) (No change.)

(v) The foster care time study should be conducted every other biennium, or as needed, if service levels substantially change.

(C) Staff position salaries and contracted fees are reported as direct care labor costs on the cost reports. Each staff position is categorized according to the staffing complement outlined for the time study. The salaries and contracted fees for these positions are grouped into the staffing complement categories and are averaged for child-placing agencies and residential care facilities included in the rate-setting population. This results in an average salary for each staffing complement category (case management, treatment coordination, direct care, direct care administration, and medical).

(D) The staffing complement values, as outlined in the chart at paragraph (1)(B)(iv) of this subsection, are multiplied by the appropriate average salary for each staffing complement category. The products for all of the staffing complement categories are summed for a total for each level of care for both child-placing agencies and residential care facilities. The total by level of care is multiplied by the number of days of service in each level of care, and this product is used as the primary allocation statistic for assigning each provider's direct care costs to the various levels of care.

(E) Direct care costs include the following areas from the cost reports:

(i) direct care labor;

(ii) total payroll taxes/workers compensation; and

(iii) direct care non-labor for supervision/recreation, direct services, and other direct care (not CPAs).

(2) The second methodology allocates the following costs by dividing the total costs by the total number of days of care for an even distribution by day regardless of level of care. This amount is multiplied by the number of days served in each level:

(A) direct care non-labor for dietary/kitchen;

(B) building and equipment;

(C) transportation;

(D) tax expense; and

(E) net educational and vocational service costs.

(3) The third methodology allocates the following administrative costs among the levels of care by totaling the results of the previous two allocation methods, determining a percent of total among the levels of care, and applying those percentages:

(A) administrative wages/benefits;

(B) administration (non-salary);

(C) central office overhead; and

(D) foster family development.

(4) The allocation methods described in paragraphs (1)-(3) of this subsection are applied to each child-placing agency and residential care facility in the rate-setting population, and separate rates are calculated for each level of care served. Rate information is included in the population to set the level of care rate if the following criteria are met:

(A) Providers must have at least 30% of their service days within Levels of Care 3 through 6 for residential settings. For example, for the provider's cost report data to be included for calculating the Level of Care 3 rate, a provider must provide Level of Care 3 services for at least 30% of their service days.

(B) For Levels of Care 5 and 6, a contracted provider could provide up to 60% of "private days" services to be included in the rate-setting population. They must provide at least 40% state-placed services.

(5) Considering the criteria in paragraph (4) of this subsection, the rate-setting population is fully defined for each level of care. Based on this universe, each level of care rate will be established by the group's central point or central tendency. The measure of central tendency is defined as the mean, or average, of the population after applying two standard deviations above and below the mean of the total population.

(6) The total cost per day for each child-placing agency and residential care facility is projected using the IPD-PCE Index from the period covered in the cost report to September 1 of the second year of the biennium, which is the middle of the biennium that the rate period covers. Information on inflation factors is specified in subsection (h) of this section.

(h) For payment rates in effect for state fiscal year (SFY) 2002 and 2003, DFPS [ PRS ] uses the Implicit Price Deflator - Personal Consumption Expenditures (IPD-PCE) Index, which is a general cost inflation index, to calculate projected allowable expenses. The IPD-PCE Index is a nationally recognized measure of inflation published by the Bureau of Economic Analysis of the United States Department of Commerce. DFPS [ PRS ] uses the lowest feasible IPD-PCE Index forecast consistent with the forecasts of nationally recognized sources available to DFPS [ PRS ] when the rates are prepared. Upon written request, DFPS [ PRS ] will provide inflation factor amounts used to determine rates.

(i) All reimbursement rates will be equitably adjusted to the level of appropriations authorized by the Legislature.

(j) There will be a transition period for the fiscal year 2002-2003 biennium. During this period current rates will not be reduced, and any increased funding will be applied to those levels of care that are less adequately reimbursed according to the methodology. Since increased funding was appropriated at a different percentage for each year of the 2002-2003 biennium, the rates will be set separately for each year instead of setting a biennial rate, and inflation factors will be applied to the middle of each year of the biennium. [ Full implementation of the methodology will occur during the fiscal year 2004-2005 biennium. ]

(k) For the SFY 2004 through 2005, DFPS determines payment rates using the rates determined for SFY 2002 and 2003 from subsections (a) through (h) of this section, with adjustments for the transition from a six level of care system to a four service level system of payment rates.

(l) For the state fiscal year 2006 through 2007 biennium, the 2005 payment rates in effect on August 31, 2005 will be adjusted by equal percentages based on a prorata distribution of additional appropriated funds.

(m) [ (k) ] HHSC [ The Board ] may adjust payment rates, if determined appropriate, when federal or state laws, rules, standards, regulations, policies, or guidelines are changed or adopted. These adjustments may result in increases or decreases in payment rates. Providers must be informed of the specific law, rule, standard, regulation, policy or guideline change and be given the opportunity to comment on any rate adjustment resulting from the change prior to the actual payment rate adjustment.

(n) [ (l) ] To implement Chapter 1022 of the Acts of the 75th Texas Legislature, §103, the executive director may develop and implement one or more pilot competitive procurement processes to purchase substitute care services, including foster family care services and specialized substitute care services. The pilot programs must be designed to produce a substitute care system that is outcome-based and that uses [ PRS's ] outcome measures. Rates for the pilot(s) will be the result of the competitive procurement process, but must be found to be reasonable by the executive director. Rates are subject to adjustment as allowed in subsections (a) and (m) [ (k) ] of this section.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on August 8, 2005.

TRD-200503274

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: September 18, 2005

For further information, please call: (512) 424-6900