TITLE 40.SOCIAL SERVICES AND ASSISTANCE

Part 17. STATE PENSION REVIEW BOARD

Chapter 605. STANDARDIZED FORM

40 TAC §605.1

The State Pension Review Board (hereafter referred to as the Board) hereby proposes the following amendment to rule §605.1, which adopts by reference the standard form identified below to assist in efficiently determining the actuarial soundness and current financial condition of public retirement systems, to implement a quarterly reporting system analyzing quarterly data, and to assist in the conduct of the Board's business.

Background and Justification

This rule amendment is proposed, in part, to comply with Texas Government Code, §801.201(c)(1), which requires the Board to adopt standardized forms to assist the Board in determining the actuarial soundness and current financial condition of public retirement systems. It is also amended to comply with the Acts of 2005, General Appropriations Act, Art. I, State Pension Review Board, Rider 2, 79th Reg. Session, which directs the Board to develop an early warning system that will analyze the information requested by the form being added by this rule amendment to the list of Board-developed forms.

Fiscal Note

Mr. Ben Armendariz, Accountant for the Board, has determined that, for the first five years the rule is in effect, there will be no fiscal impact to the state or local governments as a result of administering and enforcing the proposed rule amendment.

Small and Micro-business Impact Analysis

Mr. Armendariz has also determined there will be no effect on small or micro businesses. There are no anticipated economic costs to persons who are required to comply with the sections as proposed

Public Benefit

Ms. Virginia Smith, Executive Director of the State Pension Review Board, 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 sections will be standardization and efficiency of reporting functions of public retirement systems as well as early detection of problems or issues related to the systems that may need to be addressed.

Public Comments

Written comments on the proposal may be submitted to Ms. Lynda Baker, State Pension Review, Texas Register Liaison, via mail to P.O. Box 13498, Austin, Texas 78711, or electronically to prb@prb.state.tx.us no later than 5:00 p.m. CST within 30 days of publication of this proposal in the Texas Register .

Statutory Authority

The rule amendment is proposed pursuant to the authority provided under Texas Government Code, §801.201(a) and (c) which provide as follows: §801.201(a) requires the Board to adopt rules for the conduct of its business; and §801.201(c)(1) requires the Board, by rule, to adopt a brief standard form that will assist the Board in efficiently determining the actuarial soundness and current financial condition of a public retirement system.

No other code, article, or statute is affected by the proposed amendment.

§605.1.Adoption of Standard Forms.

(a) The Board hereby proposes by reference the standard forms identified below under subsection (b) of this section to assist in efficiently determining the actuarial soundness and current financial condition of public retirement systems, to implement a quarterly reporting system addressing factors included in these forms, under subsection (b)(5) of this section and to assist in the conduct of the Board's business.

(b) The standard forms hereby adopted by the Board are the following:

(1) - (4) (No change.)

(5) Quarterly Plan Report - Form Series: PRB-500

(c) (No change.)

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 January 25, 2007.

TRD-200700206

Lynda Baker

Executive Assistant

State Pension Review Board

Earliest possible date of adoption: March 11, 2007

For further information, please call: (512) 463-1736


40 TAC §605.3

The State Pension Review Board (hereafter referred to as the Board) hereby proposes an amendment to §605.3, regarding submission of forms, requiring public pension systems to submit quarterly information to the Board. The form will assist the Board in implementing an quarterly reporting system and in efficiently determining the actuarial soundness and current financial condition of public retirement systems on a more frequent and current basis than has been previously required. As directed by the 79th Legislature the State Pension Review Board will develop an early warning system that will analyze for all actuarially funded public pension plans, the following:

(1) the market value of assets at the beginning and end of the quarter;

(2) the payments of benefits from the fund during the quarter;

(3) the contributions to the fund during the quarter;

(4) the number of new retirees during the quarter;

(5) the number of active members at the end of the quarter; and

(6) any benefit changes to the fund implemented or considered during the quarter.

Background and Justification

This rule is proposed to comply with Texas Government Code, §801.201(c)(2) which requires the Board to require public retirement systems to complete and submit the standard forms, §801.202(1) and (2), requiring the Board to conduct continuing review and intensive studies of public retirement systems, and Acts of 2005, General Appropriations Act, Article I, Rider 2, requiring the Board to develop an early warning system that addresses the factors regarding the actuarial and financial soundness of pension systems on a quarterly basis.

Fiscal Note

Ben Armendariz, Accountant for the Board, has determined that for the first five years the amendment is in effect, there will be no fiscal impact to the state or local governments as a result of administering and enforcing the amended rule.

Small and Micro-business Impact Analysis

Mr. Armendariz has also determined that for each year of the first five years the amendment is in effect there will be no effect on small or micro businesses. There are no anticipated economic costs to persons who are required to comply with the amendment as proposed.

Public Benefit

Virginia Smith, Executive Director of the State Pension Review Board, has determined that for each year of the first five years the amendment is in effect the public benefit anticipated as a result of enforcing the amended section will be standardization and efficiency of reporting functions of public retirement systems as well as early detection of problems or issues related to the systems that may need to be addressed.

Public Comments

Written comments on the proposal may be submitted to Lynda Baker, Texas Register Liaison, State Pension Review, via mail to P.O. Box 13498, Austin, Texas 78711, or electronically to prb@prb.state.tx.us no later than 5:00 p.m. CST within 30 days of publication of this proposal in the Texas Register .

Statutory Authority

The amendment is proposed pursuant to the authority provided under Texas Government Code §801.201(a) and (c), which provide as follows: §801.201(a) requires the Board to adopt rules for the conduct of its business; and §801.201(c)(2) requires the Board, by rule, to require a retirement system to include the standard forms with information required for the Board to conduct a review or study described in Texas Government Code §801.202(1) or (2).

No other code, article, or statute is affected by this proposed amendment.

§605.3.Submission of Forms.

(a) A public retirement systems must complete and submit to the Board the standard forms identified as Form numbers PRB-100, PRB-200, PRB-300, [ and ] PRB-400 , and PRB-500 in §605.1 regarding adoption of standard forms.

(b) (No change.)

(c) A public retirement system must complete and submit to the Board Form PRB 500 no later than the 45th date after each quarter ending March, June, September and December.

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 January 25, 2007.

TRD-200700207

Lynda Baker

Executive Assistant

State Pension Review Board

Earliest possible date of adoption: March 11, 2007

For further information, please call: (512) 463-1736


Part 19. DEPARTMENT OF FAMILY AND PROTECTIVE SERVICES

Chapter 700. CHILD PROTECTIVE SERVICES

The Health and Human Services Commission proposes, on behalf of the Department of Family and Protective Services (DFPS), amendments to §§700.104 - 700.106 and the repeal of §§700.107 - 700.114 and §700.413, concerning the DFPS records retention schedule, in its Child Protective Services chapter. DFPS, like all state agencies, is required by Chapter 441 of the Texas Government Code to submit an agency-wide retention schedule for approval by the Texas Library and Archives Commission. DFPS's approved schedule lists record retention periods for all types of records held by DFPS, and is available on the DFPS website. The primary purpose of the proposed amendments and repeals is to delete information that is duplicative of the official DFPS records retention schedule. In §700.104, the agency name and computer system references are updated, and subsections (c) and (d) are deleted because they contain information that is found in Subchapter B of this chapter (relating to Confidentiality and Release of Records). In §700.105, the agency name is updated. In §700.106 the agency name and computer system references are updated; and subsection (c) is replaced to accurately reflect that other entities are responsible for the retention and destruction of their own videotapes. Sections 700.107 - 700.114 and §700.413 are repealed because they duplicate the official records retention schedule, which is available on the DFPS website.

Cindy Brown, Chief Financial Officer of DFPS, has determined that for the first five-year period the proposed amendments and repeals will be in effect there will be no fiscal implications for state or local government as a result of enforcing or administering the proposal.

Ms. Brown also has determined that for each year of the first five years the proposed amendments and repeals are in effect the public benefit anticipated as a result of enforcing the proposal will be improved access to the most comprehensive, current schedule for all agency records. There will be no effect on large, small, or micro-businesses because the proposed changes and repeals do not impose new requirements on any business and do 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 amendments or repeals.

Questions about the content of the proposal may be directed to Rex Evans at (512) 438-5646 in DFPS's Child Protective Services Division. Electronic comments may be submitted to Marianne.Mcdonald@dfps.state.tx.us. Written comments on the proposal may be submitted to Texas Register Liaison, Legal Services-359, Department of Family and Protective Services E-611, P.O. Box 149030, Austin, Texas 78714-9030, within 30 days of publication in the Texas Register .

HHSC has determined that the proposed sections do 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, do not constitute a taking under §2007.043, Government Code.

Subchapter A. ADMINISTRATION

40 TAC §§700.104 - 700.106

The amendments are proposed under Human Resources Code (HRC) §40.0505 and Government Code §531.0055, which provide that the Health and Human Services Executive Commissioner shall adopt rules for the operation and provision of services by the health and human services agencies, including the Department of Family and Protective Services; and HRC §40.021, which provides that the Family and Protective Services Council shall study and make recommendations to the Executive Commissioner and the Commissioner regarding rules governing the delivery of services to persons who are served or regulated by the department.

The amendments implement Chapter 441 of the Texas Government Code.

§700.104.Child Abuse and Neglect Central Registry.

(a) General description. As required in the Texas Family Code (TFC), §261.002, the [ Texas ] Department of Family and Protective [ and Regulatory ] Services (DFPS) [ (TDPRS) ] maintains a central registry of reported cases of child abuse and neglect. The registry is maintained as a subset of information in the DFPS [ TDPRS ] automated system, Information Management Protecting Adults and Children in Texas (IMPACT) [ Child and Adult Protective Services System (CAPS) ]. While IMPACT [ CAPS ] is used for recording and storing all casework related activities for both child and adult protective services, the child protective services central registry consists only of information gathered during investigations of child abuse and neglect in cases which were given a disposition of "reason to believe" and the person had a role of designated perpetrator or sustained perpetrator.

(b) (No change.)

[(c) Release of information. When an individual has submitted a notarized written request, approved by TDPRS, for central registry information about himself, TDPRS has the authority to release the results of the central registry check to the requestor.]

[(d) Content of release. TDPRS has the authority to release a confirmation of the fact that the person, as qualified in subsection (c) of this section, is listed as a designated or sustained perpetrator of child abuse or neglect.]

§700.105.Criminal Record Checks for Authorized External Volunteer Organizations.

(a) To obtain criminal history records on volunteers or volunteer applicants, the agencies authorized by law to obtain these through the [ Texas ] Department of Family and Protective [ and Regulatory ] Services (DFPS) [ (TDPRS) ] must give DFPS [ TDPRS ] identifying information about the applicant on a form designated by DFPS [ TDPRS ] for that purpose.

(b) The volunteer agency must ensure that the person on whom the information is being requested has consented in writing to DFPS [ TDPRS ] disclosing the information to the volunteer agency.

(c) DFPS [ TDPRS ] discloses the criminal history information received from the Texas Department of Public Safety directly to the volunteer agency that requests it, although DFPS [ TDPRS ] must not give the volunteer agency a copy of the information or allow the volunteer agency to make a photocopy of the information.

(d) DFPS [ TDPRS ] retains the criminal records check information obtained on behalf of the volunteer agency only as long as is needed to ensure that the volunteer agency has received the information and then DFPS [ TDPRS ] deletes or destroys the information.

(e) DFPS [ TDPRS ] may charge an organization that requests criminal record history information a fee in the amount necessary to cover the costs of obtaining the information on the organization's behalf.

§700.106.Retention and Destruction [ Disposal ] of Case Information.

(a) The [ Texas ] Department of Family and Protective [ and Regulatory ] Services (DFPS) [ (TDPRS) ] retains Child Protective Services case information after case closure in order to document services provided to clients, and to meet state and federal accountability requirements. A complete listing of the types of records maintained by DFPS may be found in the DFPS Records Retention Schedule, available on the DFPS public website.

(b) When the retention period has elapsed, DFPS [ TDPRS ] permanently removes the case information from the Information Management Protecting Adults and Children in Texas (IMPACT) [ Child and Adult Protective Services System (CAPS) ] database and destroys the paper case record in a manner that protects [ does not jeopardize ] confidentiality.

(c) Texas Family Code, §264.408(d) describes who owns a videotape of a child made at a child advocacy center. If the owner of the videotape is an entity other than DFPS (e.g. criminal prosecuting attorney, or county or district attorney representing DFPS), then the other owner is responsible for the retention and destruction of the videotapes. [ Case information to be destroyed does not include that given to the criminal justice system for its use in investigation and prosecution, such as a videotape of a child's statement. Such information given to the criminal justice system is subject to destruction according to that system's guidelines. ]

(d) Information in IMPACT [ CAPS ] on persons who are referenced in DFPS cases [ principals or collaterals ] is retained until the last case in which the person is referenced is purged or destroyed in accordance with the DFPS Records Retention Schedule [ a member is removed from CAPS and then all the information on the person is also removed ].

(e) The IMPACT [ CAPS ] system classifies cases for retention and destruction purposes according to the criteria in this section at the time the cases are closed. If a closed case on a family is re-opened for subsequent action by DFPS [ TDPRS ], such as another intake, investigation, services, or a casework-related special request, staff merge the open and closed cases into one. Staff may also merge cases while both are closed or open. When the merged case is closed it is reclassified and retained for the length of the reclassified retention period. Reclassification is based on the contents of the entire merged case or related cases and the case(s) is given the retention classification highest in the hierarchy.

(f) DFPS [ TDPRS ] may extend the retention period for a case for [ any of ] the following purposes:

(1) If an activity such as a fiscal or program audit, release notice or hearing, as specified in §700.601 of this title (relating to Definitions), fair hearing, lawsuit or appeal involving the case is in process, staff must [ may ] extend the retention. The case information is retained as long as required by the auditor, administrative law judge, or attorney representing DFPS [ TDPRS ].

(2) If a person is in more than one case, but the cases are not merged, the IMPACT [ CAPS ] system relates the cases to the person. When the related cases are closed, staff may extend the retention of each of the related cases when necessary to assess risk of abuse/neglect of children and when it is necessary to retain the case information online [ on-line ]. When it is not necessary to retain the information online [ on-line ], staff include the information in the paper case record.

(g) The regional director or the Assistant Commissioner of Child Protective Services [ director of TDPRS's Office of Protective Services for Families and Children ] or either's designee must approve the extension of the retention period for a case. The retention period may be extended as long as needed. The reason for the longer retention and the approval must be documented on the records retention window in IMPACT [ CAPS ].

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 January 23, 2007.

TRD-200700173

Gerry Williams

General Counsel

Department of Family and Protective Services

Earliest possible date of adoption: March 11, 2007

For further information, please call: (512) 438-3437


40 TAC §§700.107 - 700.114

(Editor's note: The text of the following sections proposed for repeal will not be published. The sections may be examined in the offices of the Department of Family and Protective Services or in the Texas Register office, Room 245, James Earl Rudder Building, 1019 Brazos Street, Austin.)

The repeals are proposed under Human Resources Code (HRC) §40.0505 and Government Code §531.0055, which provide that the Health and Human Services Executive Commissioner shall adopt rules for the operation and provision of services by the health and human services agencies, including the Department of Family and Protective Services; and HRC §40.021, which provides that the Family and Protective Services Council shall study and make recommendations to the Executive Commissioner and the Commissioner regarding rules governing the delivery of services to persons who are served or regulated by the department.

The repeals implement Chapter 441 of the Texas Government Code.

§700.107.Retention of Conservatorship or Foster Care Case Information.

§700.108.Retention of Family Preservation Services Case Records.

§700.109.Retention of Case Records for Cases Closed After Investigation.

§700.110.Retention of Closed-After-Investigation/Ruled Out/Case Records.

§700.111.Closed-After-Investigation/Other Case Records.

§700.112.Case Records Not Involving Abuse/Neglect or Conservatorship.

§700.113.Retention of Case Records Related to Foster and Adoptive Homes.

§700.114.Retention of Post-Adoption Services Case Records.

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 January 23, 2007.

TRD-200700174

Gerry Williams

General Counsel

Department of Family and Protective Services

Earliest possible date of adoption: March 11, 2007

For further information, please call: (512) 438-3437


Subchapter D. SCHOOL INVESTIGATIONS

40 TAC §700.413

(Editor's note: The text of the following section proposed for repeal will not be published. The section may be examined in the offices of the Department of Family and Protective Services or in the Texas Register office, Room 245, James Earl Rudder Building, 1019 Brazos Street, Austin.)

The repeal is proposed under Human Resources Code (HRC) §40.0505 and Government Code §531.0055, which provide that the Health and Human Services Executive Commissioner shall adopt rules for the operation and provision of services by the health and human services agencies, including the Department of Family and Protective Services; and HRC §40.021, which provides that the Family and Protective Services Council shall study and make recommendations to the Executive Commissioner and the Commissioner regarding rules governing the delivery of services to persons who are served or regulated by the department.

The repeal implements Chapter 441 of the Texas Government Code.

§700.413.Retention of Investigative Reports.

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 January 23, 2007.

TRD-200700175

Gerry Williams

General Counsel

Department of Family and Protective Services

Earliest possible date of adoption: March 11, 2007

For further information, please call: (512) 438-3437