TITLE 1. ADMINISTRATION

PART 15. TEXAS HEALTH AND HUMAN SERVICES COMMISSION

CHAPTER 354. MEDICAID HEALTH SERVICES

SUBCHAPTER A. PURCHASED HEALTH SERVICES

DIVISION 9. AMBULANCE SERVICES

1 TAC §354.1115

The Texas Health and Human Services Commission (HHSC) proposes to amend §354.1115, Authorized Ambulance Services.

Background and Justification

Senate Bill 2424 of the 81st Legislature, Regular Session, 2009, requires the Health and Human Services Commission (HHSC) by rule to change the Medicaid authorization process for certain non-emergency ambulance services. Authorizations that are for a one-day non-emergency ambulance transport may be obtained on the same day or the next business day following the transport. If an authorization is requested for transport on multiple days, such as for a series of medical appointments, the authorization must be obtained prior to any transport. HHSC must have staff available to evaluate requests for authorization for a minimum of 12 hours each day, excluding state holidays and weekends. Authorization requests that are granted must be effective for a period of not more than 180 days.

Section-by-Section Summary

HHSC proposes to make the following changes to §354.1115 to reflect the required changes to the authorization process for non-emergency ambulance services:

Revise paragraph (2)(A) to remove the reference that an authorization must be obtained before non-emergency ambulance transport in all circumstances.

Revise paragraph (2)(A)(iii) by inserting text to require that the authorization period be effective for a period of not more than 180 days.

Revise paragraph (2) by inserting new subparagraph (B) to allow for an authorization for a one-day non-emergency ambulance transport to be made on the same day or the next business day following the transport.

Revise paragraph (2) by inserting new subparagraph (C) to require that an authorization for transport on multiple days be obtained prior to any transport.

Insert new paragraph (3) to require that staff be available to evaluate authorization requests at least 12 hours each day excluding state holidays and weekends.

Paragraphs and subparagraphs were renumbered and relettered as necessary to accommodate the new language.

Fiscal Note

Thomas M. Suehs, Deputy Executive Commissioner for Financial Services, has determined that during the first five-year period the amended rule is in effect there will be a cost savings to state government. The current contract with the Medicaid claims administrator includes an amendment for a 24 hours a day, 7 days a week telephone request line at a cost of $215,000 annually. This contract amendment would be canceled for a savings of $107,500 General Revenue ($215,000 All Funds) each year, based on a 50 percent administrative federal match rate. The proposed rule will not 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 amended requirements, as they will not be required to alter their business practices as a result of the rule. There are 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

Chris Traylor, Associate Commissioner for Medicaid and CHIP, has determined that for each year of the first five years the proposed amendment is in effect, the public will benefit from the adoption of the rule. The anticipated public benefit of the proposed amendment will be improved efficiency in operations by processing requests for non-emergency ambulance services only during hours when most requests are received.

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 environmental 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 environmental 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 rule may be submitted to Garry Walsh, Senior Policy Analyst, Medicaid/CHIP Division, Texas Health and Human Services Commission, P.O. Box 13247, H390, Austin, Texas 78711; by fax to (512) 249-3731; or by e-mail to garry.walsh@hhsc.state.tx.us within 30 days of publication of this proposal in the Texas Register.

Statutory Authority

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

The proposed amendment 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.

§354.1115.Authorized Ambulance Services.

In addition to the requirements stated in this section, a provider must comply with §354.1001 of this title (relating to Claim Information Requirements), and §354.1113 of this title (relating to Additional Claim Information Requirements).

(1) Emergency Ambulance Transportation. The Commission or its designee will reimburse a Medicaid-enrolled provider for the emergency transport of a Medicaid recipient with an emergency medical condition in accordance with the following criteria:

(A) Transport must be to an appropriate facility. If the transport is made to a facility other than an appropriate facility, payment is limited to the amount that would be payable to an appropriate facility; or

(B) Transport by air or boat ambulance is reimbursable if the time and distance required to reach an appropriate facility make the transport by ground ambulance impractical or would endanger the life or safety of the recipient. If the recipient's medical condition does not meet the emergency air or boat criteria, but does meet the emergency ground transportation criteria, the payment to the provider is limited to the amount that would be payable at the emergency ground transportation rate.

(2) Non-emergency Ambulance Transportation. The Commission or its designee may reimburse a Medicaid-enrolled ambulance provider for non-emergency transport when the following requirements are met:

(A) A physician, nursing facility, health care provider, or other responsible party, shall obtain authorization from the Commission or its designee when [before] an ambulance is used to transport a recipient in circumstances not involving an emergency.

(i) Except as provided by clause (iii) of this subparagraph, a request for authorization must be evaluated by the Commission or its designee based on the recipient's medical needs and may be granted for a length of time appropriate to the recipient's medical condition.

(ii) Except as provided by clause (iii) of this subparagraph, a response to a request for authorization must be made by the Commission or its designee not later than 48 hours after receipt of the request.

(iii) A request for authorization must be granted immediately by the Commission or its designee and must be effective for a period of not more than 180 days from the date of issuance if the request includes a written statement from a physician that:

(I) States that alternative means of transporting the recipient are contraindicated; and

(II) Is dated not earlier than the 60th day before the date on which the request for authorization is made.

(B) If the request is for authorization of ambulance transportation for only one day in circumstances not involving an emergency, a physician, nursing facility, health care provider, or other responsible party shall obtain authorization from the Commission or its designee no later than the next business day following the day of transport.

(C) If the request is for authorization of ambulance transportation for more than one day in circumstances not involving an emergency, a physician, nursing facility, health care provider, or other responsible party shall obtain a single authorization before an ambulance is used to transport a recipient.

(D) [(B)] A person denied payment for ambulance services rendered is entitled to payment from the nursing facility, healthcare provider, or other responsible party that requested the services if:

(i) Payment under the Medicaid program is denied because of lack of prior authorization; and

(ii) The person provides the nursing facility, healthcare provider, or other responsible party with a copy of the bill for which payment was denied.

(3) The Commission or its designee authorized to act on behalf of the Commission must be available to evaluate requests for authorization under this subsection not less than 12 hours each day, excluding weekends and state holidays.

(4) [(3)] Hearings. For information about recipient fair hearings, refer to the Commission's fair hearing rules, Chapter 357 of this title (relating to Hearings).

(5) [(4)] Provider Appeal. An ambulance provider denied payment for services rendered because of failure to obtain prior authorization, or because a request for prior authorization was denied, is entitled to appeal the denial of payment to the Commission or its designee. A denial of a claim may be appealed by a provider under the Commission's appeals procedures contained in the Texas Medicaid Provider Procedures Manual and §354.1003 of this title (relating to Time Limits for Submitted Claims).

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 June 18, 2009.

TRD-200902478

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: August 2, 2009

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


DIVISION 17. BIRTHING CENTER SERVICES

1 TAC §354.1261, §354.1262

(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 Texas Health and Human Services Commission or in the Texas Register office, Room 245, James Earl Rudder Building, 1019 Brazos Street, Austin, Texas.)

The Texas Health and Human Services Commission (HHSC) proposes to repeal §354.1261, Benefits and Limitations for Birthing Center Services, and §354.1262, Conditions for Participation for Birthing Center Services.

Background and Justification

The proposed repeal of §354.1261, Benefits and Limitations for Birthing Center Services, and §354.1262, Conditions for Participation for Birthing Center Services, is a result of a federal mandate from the Centers for Medicare and Medicaid Services (CMS) that instructed Texas to discontinue Medicaid payments directly to birthing centers for services provided by the facility. This proposed repeal of the Medicaid health services rules and related reimbursement rules for birthing center services will bring HHSC into compliance with the federal mandate from CMS.

Section-by-Section Summary

The proposed repeal of §354.1261 and §354.1262 will discontinue Medicaid enrollment for birthing centers.

Fiscal Note

Thomas Suehs, Deputy Executive Commissioner for HHSC, has determined that during the first five-year period the repeals are in effect, there will be no significant fiscal impact as a result of the repeals. Birthing centers will no longer be able to enroll as Medicaid providers and receive direct Medicaid payments for birthing center services. Birthing centers will continue to be an eligible place of service. Even though the payments to birthing centers will be discontinued, the payments that were formerly paid to birthing centers will instead be paid directly to the certified nurse midwives, who will then reimburse the birthing centers for the use of the facilities as a result of the repeal of these rules. Therefore, the elimination of payments to birthing centers will be offset by the increase in rates to certified nurse midwives. This change in payment methodology is mandated by CMS.

Small and Micro-business Impact Analysis

The proposed repeals will not result in any significant fiscal implications for small businesses, local health and human service agencies or local governments. Those that provide birthing center services will no longer receive direct reimbursement from Medicaid and will instead bill certified nurse midwives for reimbursement for Medicaid-covered births. Billing the midwife for services could increase administrative costs. A certified nurse midwife may incur an administrative cost when complying with this rule because the midwife will have to reimburse the birthing centers for its Medicaid services. This change is required by federal regulation. There is no anticipated negative impact on local employment.

Public Benefit

Chris Traylor, Associate Commissioner for Medicaid and CHIP, has determined that for each of the first five years the repeals are in effect, the expected public benefit of the repeal of these rules is that HHSC will be in compliance with the CMS directive to discontinue direct payments to birthing centers.

Regulatory Analysis

HHSC has determined that this proposal is not a "major environmental rule" as defined by §2001.0225 of the Texas Government Code. A "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 environmental 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 environmental 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.

Public Comment

Written comments on the proposal may be submitted to Marianna Gomez, Policy Analyst for Acute Care Policy Development, Medicaid and CHIP Division, Texas Health and Human Services Commission, P.O. Box 85200, MC-H310, Austin, Texas 78708-5200; by fax to (512) 491-1953; or by e-mail to Marianna.Gomez@hhsc.state.tx.us within 30 days of publication of this proposal in the Texas Register.

Statutory Authority

The repeals are proposed under Texas Government Code §531.033, which authorizes the Executive Commissioner of HHSC to adopt rules necessary to carry out the commission's duties; and Texas Human Resources Code §32.021 and Texas Government Code §531.021(a), which provide HHSC with the authority to administer the federal medical assistance (Medicaid) program in Texas. The amendment affects Texas Government Code, Chapter 531, and Texas Human Resources Code, Chapter 32. No other statutes, articles, or codes are affected by this proposal.

§354.1261.Benefits and Limitations.

§354.1262.Conditions for Participation.

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 June 18, 2009.

TRD-200902480

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: August 2, 2009

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


CHAPTER 355. REIMBURSEMENT RATES

SUBCHAPTER D. REIMBURSEMENT METHODOLOGY FOR INTERMEDIATE CARE FACILITIES FOR PERSONS WITH MENTAL RETARDATION (ICF/MR)

1 TAC §355.457

The Texas Health and Human Services Commission (HHSC) proposes to amend §355.457, Fiscal Accountability, under Title 1, Part 15, Chapter 355, Subchapter D.

Background and Justification

Section 355.457 establishes the fiscal accountability process for the Intermediate Care Facilities for Persons with Mental Retardation (ICF/MR) program. HHSC, under its authority and responsibility to administer and implement rates, proposes to update this rule to formalize certain limitations on hours allowed to be reported by ICF/MR providers (owners and related parties). Rates for this program are based on modeled rates, which incorporate cost information from ICF/MR provider cost reports. A modeled rate is considered fully-funded when the model is updated with current cost report information that has been adjusted for inflation to the rate period.

Limitations on allowable hours for owners and related parties are necessary to ensure that cost reports reflect only hours and associated costs that are reasonable and necessary in the normal conduct of operations. The test of reasonableness includes the expectation that the provider seeks to minimize costs and that the amount expended does not exceed what a prudent and cost-conscious provider would pay for a given item or service. In determining the reasonableness of a given cost, the restraints or requirements imposed by arm's-length bargaining and the actions that a prudent person would take in similar circumstances are considered. Since related-party transactions are not constrained by the requirements imposed by arm's-length bargaining, additional tools are necessary to ensure that reported related-party hours are reasonable.

Currently, this rule specifies that allowable hours for owners and related parties are limited to the lesser of the actual hours worked or the hours for a comparable direct-care staff person assumed in the fully-funded model. The proposed rule amendment codifies current practice by adding language that results in a less stringent limitation on the determination of allowable owner and related-party hours.

Section-by-Section Summary

HHSC proposes to make the following amendments to §355.457:

Revise subsection (b)(2)(C)(ii) to delete references to related-party hours.

Add new subsection (b)(2)(C)(iii) to describe the process by which allowable reportable hours for direct-care workers are determined resulting in a less stringent limitation on the determination of allowable owner and related-party hours.

Add new subsection (b)(2)(C)(iv) to describe the process by which allowable direct-care trainer supervisor and direct-care worker supervisor hours are calculated.

Renumber current subsections (b)(2)(C)(iii) - (v) to (b)(2)(C)(v) - (vii).

Modify renumbered (b)(2)(C)(vii) to refer to clauses (ii) - (vi) instead of clauses (ii) - (iv).

Renumber rule references throughout the rule as a result of the renumbering.

Add headers to certain rule subsections, paragraphs and subparagraphs throughout the rule for added clarity.

Fiscal Note

Gordon E. Taylor, Chief Financial Officer for the Department of Aging and Disability Services, has determined that during the first five-year period the amended rule is in effect there will be no fiscal impact to state government. The proposed rule will not result in any fiscal implications for local health and human services agencies. There are no fiscal implications for local governments as a result of enforcing or administering the section.

Small Business and Micro-business Impact Analysis

HHSC has determined that there is no adverse economic effect on small businesses or micro-businesses as a result of enforcing or administering the amendment. The implementation of the proposed rule amendment does not require any changes in practice or any additional cost to the contracted provider. This rule language reflects current practice and results in a less stringent limitation on the determination of allowable owner and related-party hours.

HHSC does not anticipate that there will be any economic cost to persons who are required to comply with this amendment. The amendment will not affect local employment.

Public Benefit

Carolyn Pratt, Director of Rate Analysis, has determined that for each of the first five years the amendment is in effect, the expected public benefit is that the rule language regarding the maximum allowable hours for owners and related parties will be more specific in how the limits are calculated.

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 Texas Government Code §2007.043.

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 environmental 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 environmental exposure.

Public Comment

Questions about the content of this proposal may be directed to Pam McDonald in the HHSC Rate Analysis Department by telephone at (512) 491-1373. Written comments on the proposal may be submitted to Ms. McDonald by facsimile at (512) 491-1998, by e-mail to pam.mcdonald@hhsc.state.tx.us, or by mail to HHSC Rate Analysis, Mail Code H-400, P.O. Box 85200, Austin, Texas 78708-5200, within 30 days of publication of this proposal in the Texas Register.

Statutory Authority

The amendment is proposed under Texas Government Code §531.033, which authorizes the Executive Commissioner of HHSC to adopt rules necessary to carry out the commission's duties; Texas Human Resources Code §32.021 and Texas Government Code §531.021(a), which provide HHSC with the authority to administer the federal medical assistance (Medicaid) program in Texas; and Texas Government Code §531.021(b), which establishes HHSC as the agency responsible for adopting reasonable rules governing the determination of fees, charges, and rates for medical assistance payments under the Human Resources Code, Chapter 32.

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

§355.457.Fiscal Accountability.

(a) General principles. The Texas Health and Human Services Commission (HHSC) applies the general principles of cost determination as specified in §355.101 of this title (relating to Introduction). Fiscal accountability is a process used to gauge the ongoing financial performance under the non-state operated facility reimbursement rates.

(b) Annual reporting. Fiscal accountability will consist of the annual reporting of direct service costs from all non-state operated providers. The data will be collected on a cost report designed by HHSC in accordance with §355.105(b) of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).

(1) Direct-service costs. Direct service costs include costs associated with personnel who provide direct hands-on support for consumers and include personnel such as direct care workers, first-level supervisors of direct care staff, Qualified Mental Retardation Professional (QMRPs), as defined in 42 Code of Federal Regulations, Part 483, Subpart I, §483.430, registered nurses, and licensed vocational nurses. Direct service costs include: costs related to wages, benefits, payroll taxes, and contracts for direct services. Accrued leave (sick or annual) can only be considered a direct service cost if the employee has a right to the cash value of that leave upon termination.

(2) Provider responsibilities. The provider is responsible for submission of the fiscal accountability cost report to HHSC, and payment of amounts owed in accordance with subsection (c) of this section, regardless of whether the provider contracts with another entity for the management or operation of the ICF/MR.

(A) If the provider contracts with another entity for the management or operation of the ICF/MR, the provider must report the specific direct services costs of that entity as required in the cost report instructions and not the amount for which the provider is contracting for the entity's services.

(B) For staff whose duties include work other than the provision of direct services for the provider, time spent providing direct services and associated expenses may be reported as direct service costs if properly documented in accordance with §355.105 of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).

(C) Allowable compensation for owners and related parties and definitions of owners and related parties are specified in §355.102(i) and §355.103(b)(2) of this title (relating to General Principles of Allowable and Unallowable Costs and Specifications for Allowable and Unallowable Costs).

(i) Time sheet requirement. Owners and related-parties who provide multiple types of direct service, both direct care and indirect services and/or both direct hands-on support and first-level supervision of direct care workers must maintain daily time sheets that record the time spent on activities in each area. The provider must maintain documentation relating to the compensation, bonuses, and benefits of each owner or related party in accordance with §355.105(b)(2)(B)(xi) of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).

(ii) Calculation of allowable hourly wage rate and benefits. Allowable [hours,] hourly wage rate and benefits for direct service work must be the lesser of the actual [hours worked,] hourly wage rate paid and benefits paid or the [hours,] hourly wage rate and benefits for a comparable direct care staff person assumed in the fully-funded model. The fully-funded model is the model as calculated under §355.456(d) of this title (relating to Reimbursement Methodology) prior to any adjustments made in accordance with §355.101 of this title (relating to Introduction) and §355.109 of this title (relating to Adjusting Reimbursement When New Legislation, Regulations or Economic Factors Affect Costs) for the rate period.

(iii) Calculation of allowable hours for direct staff except for direct-care trainer supervisors. Allowable hours per unit of service for a direct service staff-type when the reported hours for the staff-type includes related-party hours, are determined as follows:

(I) Step 1. Determine the hours per unit of service for a comparable direct-service staff-type assumed in the fully-funded model as defined in clause (ii) of this subparagraph, adjusted for the provider's average Level of Need (LON) during the reporting period.

(II) Step 2. Determine the hours per unit of service encompassed by the 90th percentile in the array of hours per unit of service for comparable direct service staff-types as reported by those contracted providers not reporting any related-party hours for that staff-type, adjusted for the provider's average LON during the reporting period.

(III) Step 3. Determine the greater of Step 1 and Step 2.

(IV) Step 4. Determine the actual hours worked by the staff-type per unit of service.

(V) Step 5. Determine the lesser of Step 4 and Step 3. This value is the allowable hours per unit of service for the direct service staff-type.

(iv) Calculation of allowable hours for direct-care trainer supervisors. Allowable direct-care trainer supervisor hours when the reported direct-care trainer supervisor hours include related-party hours, are determined as follows:

(I) Step 1. Determine the ratio of direct-care trainer supervisor hours to direct-care trainer hours assumed in the fully-funded model as defined in clause (ii) of this subparagraph.

(II) Step 2. Determine the ratio of direct-care trainer supervisor hours to direct-care trainer hours encompassed by the 90th percentile in the array of ratios of direct-care trainer supervisor hours to direct-care trainer hours for those contracted providers not reporting any related-party direct-care trainer supervisor hours.

(III) Step 3. Determine the greater of Step 1 and Step 2.

(IV) Step 4. Determine the actual ratio of direct-care trainer supervisor hours to direct-care trainer hours.

(V) Step 5. Determine the lesser of Step 4 and Step 3. This value is the allowable ratio of direct-care trainer supervisor hours to allowable direct-care trainer hours reported. To determine the actual allowable direct-care trainer supervisor hours, multiply the allowable direct-care trainer hours by the allowable ratio of direct-care trainer supervisor hours to allowable direct-care trainer hours.

(v) [(iii)] Exception to related-party adjustment. If at least 40 percent of total labor hours in a specific related-party's direct service type were provided by non-related-parties, the related-party's hourly wage rate may be the higher of the model assumption for that direct service type described in clause (ii) of this subparagraph or the non-related party average for that direct service type, so long as the non-related party average does not exceed the related-party's actual hourly wage.

(vi) [(iv)] Maximum direct-care hours. During any single fiscal year, the sum of all direct care hours reported on ICF/MR cost report(s) for any individual owner or related party cannot exceed 2,600.

(vii) [(v)] Classification of hours over the limit. Hours, hourly wages and benefits above the limits described in clauses (ii) - (vi) [iv] of this subparagraph are to be reported as administrative hours, hourly wages and benefits.

(3) Placement of vendor hold for change of ownership and contract termination. The Department of Aging and Disability Services (DADS) will place a vendor hold on a prior owner at a change of ownership which results in the execution of a new provider agreement or a contract termination. The prior owner must submit a cost report to HHSC for the current reporting period. Upon receipt of an acceptable cost report and resolution of any outstanding balances, the vendor hold will be released.

(4) Ownership change or contract termination and failure to submit a cost report. Providers with an ownership change from one legal entity to a different legal entity or a contract termination that do not submit a cost report for the fiscal year of the ownership change or contract termination within 60 days of the change of ownership or contract termination are subject to recoupment of funds related to fiscal accountability as described in subsection (c)(1)(D) of this section. The recouped funds will not be restored until the provider submits an acceptable cost report and has paid the actual amount due as specified in subsection (c)(1)(A) - (C) of this section. If an acceptable cost report is not received within 365 days of the change of ownership or contract termination date, the recoupment will become permanent.

(5) Failure to submit a cost report. Providers that do not submit a cost report completed in accordance with all applicable rules and instructions within 60 days of the placement of a vendor hold due to the failure to submit the cost report are subject to an immediate recoupment of funds related to fiscal accountability as described in subsection (c)(1)(D) of this section. The recouped funds will not be restored until the provider submits an acceptable cost report and has paid the actual amount due as specified in subsection (c)(1)(A) - (C) of this section. If an acceptable cost report is not received within 365 days of the due date, the recoupment will become permanent.

(6) Other applicable rules. For cost reports pertaining to providers' fiscal years ending in calendar year 2004 and subsequent years the following applies:

(A) Providers must follow the cost-reporting guidelines as specified in §355.105 of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).

(B) Providers must follow the guidelines in determining whether a cost is allowable or unallowable as specified in §355.102 and §355.103 of this title (relating to General Principles of Allowable and Unallowable Costs, and Specifications for Allowable and Unallowable Costs).

(C) Revenues must be reported on the cost report in accordance with §355.104 of this title (relating to Revenues).

(7) Field Audit and Desk Review. Desk reviews or field audits are performed on cost reports for all contracted providers. The frequency and nature of the field audits are determined by HHSC to ensure the fiscal integrity of the program. Desk reviews and field audits will be conducted in accordance with §355.106 of this title (relating to Basic Objectives and Criteria for Audit and Desk Review of Cost Reports), and providers will be notified of the results of a desk review or a field audit in accordance with §355.107 of this title (relating to Notification of Exclusions and Adjustments).

(8) Reviews of exclusions or adjustments. An ICF/MR provider who disagrees with HHSC's exclusion or adjustment of items in cost reports may request an informal review and, when appropriate, an administrative hearing as specified in §355.110 of this title (relating to Informal Reviews and Formal Appeals).

(c) Fiscal accountability. HHSC will require providers to report all direct costs incurred in their annual fiscal year. HHSC will compare the reported direct service costs to the direct service cost component of the modeled rates.

(1) Fiscal accountability calculation. The total direct service revenue of the modeled rates is the direct service portion of the rate multiplied by the number of allowable units paid for services provided during the reporting period.

(A) Providers whose direct service costs are 90% or more of the direct service revenues will not be subject to repayment under this section.

(B) Providers whose direct service costs are less than 85% of the direct service revenues will be required to pay to HHSC or its designee the difference between the direct service costs and 95% of the direct service revenues.

(C) Providers whose direct service costs are less than 90% but greater than or equal to 85% of the direct service revenues will be required to pay to HHSC or its designee 75% of the difference between the direct service costs and 90% of the direct service revenues.

(D) Providers who do not submit an acceptable cost report as described in subsection (b)(4) or (5) of this section will be assumed to have direct service costs equal to 65% of the direct services revenues and HHSC or its designee will recoup the difference between 65% of the direct services revenues and 95% of the direct service revenues, subject to the provisions of subsection (b)(4) or (5) of this section.

(2) Notification of recoupment. Providers will be notified, by certified mail, within 90 days of the determination of their recoupment amount by HHSC of the amount to be repaid to HHSC or its designee. If a subsequent review by HHSC or audit results in adjustments to the Cost Report as described in subsection (b)(7) of this section that changes the amount to be repaid to HHSC or its designee, the provider will be notified in writing of the adjustments and the adjusted amount to be repaid. HHSC or its designee will recoup any amount owed from a provider's vendor payment(s) following the date of the notification letter.

(3) Repayment. Repayment will be collected from the following:

(A) the provider or legal entity submitting the report;

(B) any other legal entity responsible for the debts or liabilities of the submitting entity; or

(C) the legal entity on behalf of which a report is submitted.

(4) Repayment when ownership change or contract termination occurs. For providers undergoing an ownership change or contract termination, HHSC or its designee will recoup any amount owed from the provider's vendor payments that are being held. In cases where funds identified for recoupment cannot be repaid from the held vendor payments, the responsible entity from paragraph (3) of this subsection will be jointly and severally liable for any additional payment due to HHSC or its designee. Failure to repay the amount due or submit an acceptable payment plan within 60 days of notification will result in the recoupment of the owed funds from other Medicaid contracts controlled by the responsible entity, placement of a vendor hold on all Medicaid contracts controlled by the responsible entity and will bar the responsible entity from receiving any new contracts with HHSC or its designee until repayment is made in full. The responsible entity for these contracts will be notified as described in paragraph (2) of this subsection prior to the recoupment of owed funds, placement of vendor hold and barring of new contracts.

(5) Aggregation.

(A) Definitions. The following words and terms have the following meanings when used in this paragraph.

(i) Aggregation-- [.] For an entity defined in clause (iii) of this subparagraph that controls, as defined in clause (iv) of this subparagraph, more than one ICF/MR component code, the process of determining compliance with the spending requirements detailed in paragraph (1) of this subsection for all component codes controlled by the entity in the aggregate rather than requiring each component code to meet its spending requirement individually. For commonly owned corporations defined in clause (ii) of this subparagraph, the process of determining compliance with the spending requirements detailed in paragraph (1) of this subsection for all component codes in the controlled small group in the aggregate rather than requiring each component code to meet its spending requirement individually. Corporations that do not meet the definitions under clauses (ii) - (iii) of this subparagraph are not eligible for aggregation.

(ii) Commonly owned corporations--two or more corporations where five or fewer identical persons who are individuals, estates, or trusts own greater than 50 percent of the total voting power in each corporation.

(iii) Entity--a parent company, sole member, individual, limited partnership, or group of limited partnerships controlled by the same general partner.

(iv) Control--greater than 50 % ownership by the entity.

(B) Component Codes Included in Aggregation. If an entity controlling more than one ICF/MR component code or commonly owned corporations requests aggregation, compliance with the spending requirements will be evaluated in the aggregate for all ICF/MR component codes that the entity or commonly owned corporations controlled at the end of its fiscal year or at the effective date of the change of ownership or termination of its last ICF/MR contract.

(C) Aggregation Request. To exercise the aggregation option, the entity or commonly owned corporations must submit an aggregation request, in a manner prescribed by HHSC, at the time each cost report is submitted. In limited partnerships in which the same single general partner controls all the limited partnerships, that single general partner must make this request. Other such aggregation requests will be reviewed on a case-by-case basis.

(D) Frequency of Aggregation Requests. The entity or commonly owned corporations must submit a separate request for aggregation for each reporting period.

(E) Ownership Changes and Contract Terminations. ICF/MR contracts that change ownership or terminate effective after the end of the applicable reporting period, but prior to the determination of compliance with spending requirements as per paragraph (1) of this subsection, are excluded from all aggregate spending calculations. These contracts' compliance with spending requirements will be determined on an individual basis and the costs and revenues will not be included in the aggregate spending calculation.

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 June 18, 2009.

TRD-200902479

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: August 2, 2009

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


SUBCHAPTER E. COMMUNITY CARE FOR AGED AND DISABLED

1 TAC §§355.502, 355.503, 355.505, 355.507, 355.513

The Texas Health and Human Services Commission (HHSC) proposes new §355.502, Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers, and new §355.513, Reimbursement Methodology for the Deaf-Blind with Multiple Disabilities Waiver Program, under Title 1 of the Texas Administrative Code (TAC), Part 15, Chapter 355. HHSC proposes to amend §355.503, Reimbursement Methodology for the Community-Based Alternatives Waiver Program and the Integrated Care Management-Home and Community Support Services and Assisted Living/Residential Care Programs; §355.505, Reimbursement Methodology for the Community Living Assistance and Support Services Waiver Program; and §355.507, Reimbursement Methodology for the Medically Dependent Children Program, under 1 TAC, Part 15, Chapter 355.

Background and Justification

HHSC is concurrently repealing §355.9022, Reimbursement Methodology for Community-Based Services Provided to People Who Are Deaf-Blind with Multiple Disabilities (DBMD) and proposes to move certain parts of that rule's language to new §355.513 to allow easier public access to the rules as Subchapter E contains most of the community program rules. New §355.513 also adds a reimbursement methodology for rates for requisition fees in DBMD to provide payments for the cost of acquiring adaptive aids and minor home modifications. Requisition fees are currently not reimbursed in the DBMD program but are reimbursed in other §1915(c) waiver programs. The proposed repeal of §355.9022 is contemporaneously proposed elsewhere in this issue of the Texas Register.

The definitions for professional services (nursing, physical, occupational and speech therapy, behavioral supports, dietary services and audiology) in the various Department of Aging and Disability Services (DADS) §1915(c) waiver programs, including Community Based Alternatives (CBA), Community Living Assistance and Support Services (CLASS), Consolidated Waiver Program (CWP), Home and Community-Based Services (HCS) waiver, Texas Home Living (TxHmL) waiver, Medically Dependent Children Program (MDCP), and DBMD, are identical. However, the rates vary: CBA, CLASS, CWP, MDCP and DBMD use one set of rates and HCS and TxHmL use another set.

The current difference in nursing rates between HCS and TxHmL and the remaining DADS §1915(c) waiver programs was justified in the past because the billing guidelines for CBA, CLASS, CWP, MDCP, and DBMD differed from those for HCS and TxHmL. DADS is revising the HCS and TxHmL nursing billing guidelines to match the CBA, CLASS, CWP, MDCP and DBMD guidelines effective September 1, 2009. When data become available for HCS and TxHmL under the new billing guidelines, nursing rates will be calculated using data from all §1915(c) waiver program cost reports.

The difference in rates for other (non-nursing) professional services is due to the lack of robust cost data on these services in CBA, CLASS, CWP, DBMD, and MDCP. The vast majority of units of service for these services are provided in HCS and TxHmL. As a result of using the HCS and TxHmL database to set rates for the non-nursing professional services in CBA, CLASS, CWP, and DBMD, the rates for these services will increase to match the rates for HCS and TxHmL.

New §355.502 and §355.513, and the proposed amendments to §§355.503, 355.505, and 355.507 will give HHSC the authority to combine allowable costs per unit of service for professional services with allowable costs per unit of service for identical professional services in all DADS §1915(c) waiver programs into a single database for use in determining rates for these services. These proposals will move HHSC closer to achieving its goal of standardizing professional service rates in community-based programs.

The amendment to §355.505 adds a reimbursement methodology for day activity and health services (DAHS.) DADS is implementing DAHS as an option in CLASS effective September 1, 2009.

Section-by-Section Summary

HHSC proposes new §355.502 as follows:

Propose subsection (a) to apply the general principles of cost determination to the reimbursement methodology for professional services.

Propose subsection (b) to define professional services.

Propose subsection (c) to provide the method for calculating rates for professional services. Subsection (c)(1) gives the method for calculating rates when a sufficient, reliable database exists for the service in a program; subsection (c)(2) gives the method for calculating rates when a sufficient, reliable database does not exist.

Propose subsection (d) to provide the method for calculating rates for specialized nursing services provided by a registered nurse (RN) or a licensed vocational nurse (LVN).

HHSC proposes amendments to §355.503 as follows:

Combine subsections (a) and (b) and renumber the remaining subsections of §355.505.

Revise the name of the section to "Reimbursement Methodology for the Community-Based Alternatives Waiver Program."

Renumber subsection (d)(1) as (c)(1) and change the reimbursement methodology for professionals to utilize cost per unit of services. This change reflects the new reimbursement methodology for calculating rates for professional services described in §355.502, relating to Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers.

Renumber subsection (d)(1)(F) as (c)(1)(F) and remove language requiring the costs for these services to be arrayed to calculate a separate rate for CBA. Also, add a reference to new §355.502, relating to Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers.

Delete subsection (d)(6) to remove the language for the reimbursement methodology for specialized nursing. This language is being moved to §355.502, relating to Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers.

Other minor, non-substantive changes are made for clarity.

HHSC proposes amendments to §355.505 as follows:

Combine subsections (a) and (b) and renumber the remaining subsections of §355.505 accordingly.

Renumber subsection (d)(1) as (c)(1); delete the term "psychological services" and replace it with "behavioral support" to reflect a change in the name of the service. In addition, add day activity and health services because this service is being added to the CLASS waiver effective September 1, 2009. Finally, add auditory integration training/auditory enhancement training and nutritional services to the list of services for which reimbursement will be determined on a fee-for-service basis. These services are professional services and are now included in the reimbursement methodology described in new §355.502, relating to Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers.

Renumber subsection (d)(4)(A) as (c)(4)(A); delete the term "psychological services" and replace it with "behavioral support." Also, add auditory integration training/auditory enhancement training and nutritional services.

Add subsection (c)(4)(A)(v) to require the allocation of administrative and facility costs across services on a pro rata basis.

Renumber subsection (d)(4)(A)(vi) as (c)(4)(A)(vii); add language for calculating adjusted allowable costs. Also, add a reference to new §355.502, relating to Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers.

Delete subsection (d)(4)(A)(vi)(I) - (III). The proposed amendment moves the reimbursement methodology for professional services to subsection (d)(4)(A)(vi), now (c)(4)(A)(vii); the reimbursement methodology for specialized nursing has been moved to §355.502, relating to Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers.

Add subsection (c)(4)(D) to reference the reimbursement methodology for day activity and health services at §355.6907, Relating to Reimbursement Methodology for Day Activity and Health Services.

Renumber subsection (d)(5) as (c)(5); add continued family services.

Other minor, non-substantive changes were made for clarity.

HHSC proposes amendments to §355.507 as follows:

Revise subsection (b) to remove language for calculating nursing rates prior to September 1, 2007, rates for independent nurses, and rates for personal assistance services (PAS); add a reference to new §355.502 (relating to Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers).

Add new subsection (c) to add language for calculating PAS rates and renumber the remaining subsections accordingly.

Delete subsection (e) to remove the language relating to pro forma reimbursement determination. Pro forma reimbursement methodology is in §355.105(h), relating to General Reporting and Documentation Requirements, Methods, and Procedures, which is applicable to all programs.

HHSC proposes new §355.513 as follows:

The language from repealed §355.9022, Reimbursement Methodology for Community-Based Services Provided to People Who Are Deaf-Blind with Multiple Disabilities, is proposed in subsections (a) through (h) with the following revisions:

The rules now state that services without sufficient, reliable cost data will be developed by using rates from similar services from other Medicaid programs.

Add new language that HHSC will collect cost reports if HHSC deems it appropriate.

The rule revises the language for calculating adjusted allowable costs and adds a reference to new §355.502, relating to Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers.

Delete the language regarding specialized nursing rates and add reimbursement methodology for requisition fees.

Other minor, non-substantive changes are made for clarity.

Fiscal Note

Gordon E. Taylor, Chief Financial Officer for the Department of Aging and Disability Services, has determined that, during the first five-year period the amended rule is in effect, there will be a fiscal impact to state government, as result of increasing the non-nursing professional services in CBA, CLASS, CWP, and DBMD, and adding requisition fees to DBMD and MDCP, of $116,810 for state fiscal year (FY) 2010; $147,373 for FY 2011; $147,301 for FY 2012; $147,301 for FY 2013; and $147,301 for FY 2014. There will be no fiscal impact from adding DAHS services to the CLASS program as consumers in CLASS are already receiving DAHS through the state plan program. The proposed rule will not result in any fiscal implications for local health and human services agencies. There are no fiscal implications for local governments as a result of enforcing or administering the section.

Small Business and Micro-business Impact Analysis

HHSC has determined that there is no adverse economic effect on small businesses or micro-businesses as a result of enforcing or administering the amendment. The implementation of the proposed rule amendment does not require any changes in practice or any additional cost to the contracted provider.

HHSC does not anticipate that there will be any economic cost to persons who are required to comply with this amendment. The amendment will not affect local employment.

Public Benefit

Carolyn Pratt, Director of Rate Analysis, has determined that for each of the first five years the amendment is in effect, the expected public benefit is that the same rates will be paid for similar professional services across §1915(c) waiver programs, requisition fees will be made available in the DBMD and MDCP programs, and DAHS services will be made available to CLASS consumers. The rule amendment will also relocate the DBMD rules to a subchapter with similar rules and will, thus, be more accessible to the public.

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 Texas Government Code §2007.043.

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 environmental 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 environmental exposure.

Public Comment

Questions about the content of this proposal may be directed to Sarah Hambrick in the HHSC Rate Analysis Department by telephone at (512) 491-1431. Written comments on the repeal may be submitted to Ms. Hambrick by facsimile at (512) 491-1998, by e-mail to sarah.hambrick@hhsc.state.tx.us, or by mail to HHSC Rate Analysis, Mail Code H-400, P.O. Box 85200, Austin, Texas 78708-5200, within 30 days of publication of this proposal in the Texas Register.

Statutory Authority

The amendments and new rules are proposed under the Texas Government Code, §531.033, which provides the Executive Commissioner of HHSC to with broad rulemaking authority; and the Human Resource Code §32.021 and Texas Government Code §531.021(a), which provide HHSC with the authority to administer the federal medical assistance (Medicaid) program in Texas.

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

§355.502.Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers.

(a) General requirements. The general principles of cost determination as specified in §355.101 of this title (relating to Introduction) applies to these rules.

(b) Professional Services. Professional services include nursing services provided by a registered nurse (RN) or a licensed vocational nurse (LVN) (including Adjunct Support and Respite in the Medically Dependent Children Program), physical therapy, occupational therapy, speech/language therapy, dietary services (including nutritional services), audiology services (including auditory integration training/auditory enhancement training), and behavioral support services.

(c) Professional Services Rates. The rates for professional services are calculated in the following manner:

(1) If there is sufficient reliable cost report data from which to determine reimbursements, rates are calculated in the following manner.

(A) An allowable cost per unit of service for each cost report is calculated in accordance with the specific methodology for each Home and Community-Based Services (HCBS) waiver.

(B) The allowable cost per unit of service for each cost report for all HCBS waivers is combined into an array.

(C) The array of allowable costs per unit of service for all HCBS waivers is weighted by the number of units of service, and the median cost per unit of service is calculated.

(2) If there is not sufficient, reliable cost report data from which to determine reimbursements, reimbursements will be developed by using pro forma costing. This approach involves using historical costs of delivering similar services, where appropriate data are available, and estimating the basic types and costs of products and services necessary to deliver services meeting federal and state requirements.

(d) Specialized nursing rates. Specialized nursing rates will be determined for both RN and LVN services by multiplying the RN and LVN rates determined in subsection (b) of this section by 1.15. The specialized nursing rate is paid when a client requires, as determined by a physician, daily skilled nursing to cleanse, dress, and suction a tracheostomy or daily skilled nursing assistance with ventilator or respirator care. The client must be unable to do self-care and require the assistance of a nurse for the ventilator, respirator, or tracheostomy care.

§355.503.Reimbursement Methodology for the Community-Based Alternatives Waiver Program [and the Integrated Care Management-Home and Community Support Services and Assisted Living/Residential Care Programs].

(a) General requirements. The Texas Health and Human Services Commission (HHSC) applies the general principles of cost determination as specified in §355.101 of this title (relating to Introduction).

[(b)] [General.] Texas Medicaid contracted providers will be reimbursed for waiver services provided to individuals who meet the criteria for alternatives to nursing facility care. Additionally, Texas Medicaid contracted providers will be reimbursed for a pre-enrollment assessment of potential waiver participants. The pre-enrollment assessment covers care planning for the participant and is reimbursed by a one-time administrative expense fee which is not included in the waiver services but will be paid from Medicaid administrative funds.

(b) [(c)] Other sources of cost information. If HHSC has determined that there is not sufficient reliable cost report data from which to determine reimbursements and reimbursement ceilings for waiver services, reimbursements and reimbursement ceilings will be developed by using data from surveys; cost report data from other similar programs, consultation with other service providers [and/]or professionals experienced in delivering contracted services; and other sources.

(c) [(d)] Waiver reimbursement determination. Recommended reimbursements are determined in the following manner:[.]

(1) Unit of service reimbursement. Reimbursement for personal assistance services and in-home respite care services, and cost per unit of service for nursing services provided by a registered nurse (RN), nursing services provided by a licensed vocational nurse (LVN), physical therapy, occupational therapy, and speech pathology[, and in-home respite care services ] will be determined on a fee-for-service basis in the following manner:[.]

(A) Total allowable costs for each provider will be determined by analyzing the allowable historical costs reported on the cost report.

(B) Total allowable costs are reduced by the amount of the pre-enrollment expense fee and requisition fee revenues accrued for the reporting period.

(C) Each provider's total reported allowable costs, excluding depreciation and mortgage interest, are projected from the historical cost-reporting period to the prospective reimbursement period as described in §355.108 of this title (relating to Determination of Inflation Indices). The prospective reimbursement period is the period of time that the reimbursement is expected to be in effect.

(D) Payroll taxes and employee benefits are allocated to each salary line item on the cost report on a pro rata basis based on the portion of that salary line item to the amount of total salary expense for the appropriate group of staff. Employee benefits will be charged to a specific salary line item if the benefits are reported separately. The allocated payroll taxes are Federal Insurance Contributions Act (FICA) or Social Security, Medicare Contributions, Workers' Compensation Insurance (WCI), the Federal Unemployment Tax Act (FUTA), and the Texas Unemployment Compensation Act (TUCA).

(E) Allowable administrative and facility costs are allocated or spread to each waiver service cost component on a pro rata basis based on the portion of each waiver service's units of service to the amount of total waiver units of service.

(F) For nursing services provided by an RN, nursing services provided by an LVN, physical therapy, occupational therapy, speech pathology, and in-home respite care services, an allowable cost per unit of service is calculated for each contracted provider cost report for each service. The allowable cost [costs ] per unit of service, for each contracted provider cost report is multiplied by 1.044. This adjusted [are arrayed. The units of service for each contracted provider in the array are summed until the median unit of service is reached. The corresponding expense to the median unit of service is determined and is multiplied by 1.044. The] allowable cost [costs] per unit of service may be combined into an array with the allowable cost per unit of service of similar services provided by other programs in determining rates for these services in accordance with §355.502 of this title (relating to Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers) [the weighted median cost per unit of service].

(G) For personal assistance services, two cost areas are created:

(i) The attendant cost area includes salaries, wages, benefits, and mileage reimbursement calculated as specified in §355.112 of this title (relating to Attendant Compensation Rate Enhancement).

(ii) Another attendant cost area is created which includes the other personal attendant services costs not included in subparagraph (G)(i) of this paragraph as determined in subparagraphs (A) - (E) of this paragraph. An allowable cost per unit of service is determined for each contracted provider cost report for the other attendant cost area. The allowable cost [costs] per unit of service for each contracted provider cost report are arrayed. The units of service for each contracted provider cost report in the array are summed until the median unit of service is reached. The corresponding expense to the median unit of service is determined and is multiplied by 1.044.

(iii) The attendant cost area and the other attendant cost area are summed to determine the personal assistance services cost per unit of service.

(2) Per day reimbursement.

(A) The reimbursement for Adult Foster Care (AFC) and out-of-home respite care will be determined as a per day reimbursement using a method based on modeled projected expenses which are developed by using data from surveys; cost report data from other similar programs, consultation with other service providers [and/]or professionals experienced in delivering contracted services; and other sources. The room and board payments for AFC Services are not covered in these reimbursements and will be paid to providers from the client's Supplemental Security Income, less a personal needs allowance.

(B) The reimbursement for Assisted Living/Residential Care (AL/RC) will be determined as a per day reimbursement in accordance with §355.509(a) - (c)(2)(F)(iii) of this title (relating to Reimbursement Methodology for Residential Care). The per day reimbursement for attendant care will be determined, based upon client need for attendant care into six levels of care. A total reimbursement amount will be calculated and the proposed reimbursement is equal to the total reimbursement less the client's room and board payments. The room and board payment is paid to the provider by the client from the client's Supplemental Security Income (SSI), less a personal needs allowance. When the SSI is increased or decreased by the Federal Social Security Administration, the reimbursement for AL/RC will be adjusted in amounts equal to the increase or decrease in SSI received by clients.

(C) The reimbursement for out-of-home respite care provided in a Nursing Facility will be based on the amount determined for the Nursing Facility case mix class into which the CBA participant is classified.

(D) The reimbursement for Personal Care III will be composed of two rate components, one for the direct care cost center and one for the non-direct care cost center.

(i) Direct care costs. The rate component for the direct care cost center will be determined by modeling the cost of the minimum required staffing for the Personal Care III setting, as specified by the Department of Aging and Disability Services, and using staff costs and other statistics from the most recently audited cost reports from providers delivering similar care.

(ii) Non-direct care costs. The rate component for the non-direct care cost center will be equal to the non-attendant portion of the non-apartment assisted living rate per day for non-participants in the Attendant Compensation Rate Enhancement. Providers receiving the Personal Care III rate are not eligible to participate in the Attendant Compensation Rate Enhancement and receive direct care add-on's to the Personal Care III rates.

(3) Monthly reimbursement ceilings. The reimbursement for Emergency Response Services will be determined as monthly reimbursement ceiling, based on the ceiling amount determined in accordance with 1 TAC §355.510 (relating to Reimbursement Methodology for Emergency Response Services (ERS)). The reimbursement for Home-Delivered Meals will be determined on a per meal basis, based on the ceiling amount determined in accordance with 1 TAC §355.511 (relating to Reimbursement Methodology for Home-Delivered Meals).

(4) Requisition fees. Requisition fees are reimbursements paid to the CBA home and community support services contracted providers for their efforts in acquiring adaptive aids and minor home modifications for CBA participants. Reimbursement for adaptive aids and minor home modifications will vary based on the actual cost of the adaptive aid and minor home modification. Reimbursements are determined using a method based on modeled projected expenses which are developed by using data from surveys; cost report data from similar programs; consultation with other service providers and/or professionals experienced in delivering contracted services; and/or other sources.

(5) Pre-enrollment expense fee. Reimbursement for pre-enrollment assessment is determined using a method based on modeled projected expenses that are developed by using data from surveys; cost report data from other similar programs; consultation with other service providers and/or professionals experienced in delivering contracted services; and other sources.

[(6) Specialized nursing reimbursement add-on. A specialized nursing reimbursement add-on will be paid in addition to the unit-of-service reimbursements for skilled nursing services provided by an RN or by an LVN. The specialized nursing reimbursement add-on is paid when a client requires, as determined by a physician, daily skilled nursing to cleanse, dress, and suction a tracheostomy or daily skilled nursing assistance with ventilator or respirator care. The client must be unable to do self-care and require the assistance of a nurse for the ventilator, respirator, or tracheostomy care. This specialized nursing reimbursement add-on will be determined in accordance with subsection (c) of this section]

(6) [(7)] Exceptions to the reimbursement determination methodology. HHSC may adjust reimbursement if new legislation, regulations, or economic factors affect costs, according to §355.109 of this title (relating to Adjusting Reimbursement When New Legislation, Regulations, or Economic Factors Affect Costs).

(d) [(e)] Authority to determine reimbursement. The authority to determine reimbursement is specified in §355.101 of this title (relating to Introduction).

(e) [(f)] Reporting of cost.

(1) Cost reporting guidelines. If HHSC requires a cost report for any waiver service in this program, providers must follow the cost-reporting guidelines as specified in §355.105 of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).

(2) Excused from submission of cost reports. If required by HHSC, all contracted providers must submit a cost report unless the number of days between the date the first Texas Department of Aging and Disability Services (DADS) client received services and the provider's fiscal year end is 30 days or fewer. The provider may be excused from submitting a cost report if circumstances beyond the control of the provider make cost-report completion impossible, such as the loss of records due to natural disasters or removal of records from the provider's custody by any regulatory agency. An AL/RC provider may also be excused from submitting a cost report if the total number of days serving AL/RC or Residential Care residents is 366 or fewer during its fiscal year. Requests to be excused from submitting a cost report must be received by HHSC before the due date of the cost report.

(3) Number of cost reports to be submitted. Contracted providers are required to submit one cost report per legal entity if all contracts under the legal entity participate in the attendant compensation rate enhancement in accordance with §355.112 of this title (relating to Attendant Compensation Rate Enhancement). Contracted providers who operate both contracts that are participating in the attendant compensation rate enhancement program and contracts that are not participating in the attendant compensation rate enhancement program must file two separate cost reports per legal entity, one report for the contracts that are participating in the attendant compensation rate enhancement program and one cost report for the contracts that are not participating in the attendant compensation rate enhancement.

(4) Reporting and verification of allowable cost.

(A) Providers are responsible for reporting only allowable costs on the cost report, except where cost report instructions indicate that other costs are to be reported in specific lines or sections. Only allowable cost information is used to determine recommended reimbursements. HHSC excludes from reimbursement determination any unallowable expenses included in the cost report and makes the appropriate adjustments to expenses and other information reported by providers; the purpose is to ensure that the database reflects costs and other information which are necessary for the provision of services, and are consistent with federal and state regulations.

(B) Individual cost reports may not be included in the database used for reimbursement determination if:

(i) there is reasonable doubt as to the accuracy or allowability of a significant part of the information reported; or

(ii) an auditor determines that reported costs are not verifiable.

(C) When material pertinent to proposed reimbursements is made available to the public, the material will include the number of cost reports eliminated from reimbursement determination for the reason stated in subparagraph (B)(i) of this paragraph.

(5) Allowable and unallowable costs. Providers must follow the guidelines in determining whether a cost is allowable or unallowable as specified in §355.102 and §355.103 of this title (relating to General Principles of Allowable and Unallowable Costs, and Specifications for Allowable and Unallowable Costs), in addition to the following.

(A) Client room and board expenses are not allowable, except for those related to respite care.

(B) The actual cost of adaptive aids and home modifications are not allowable for cost reporting purposes. Allowable labor costs associated with acquiring adaptive aids and home modifications should be reported in the cost report. Any item purchased for participants in this program and reimbursed through a voucher payment system is unallowable for cost reporting purposes. Refer to §355.103(17)(K) of this title [(relating to Specifications for Allowable and Unallowable Costs)].

(f) [(g)] Reporting revenue. Revenues must be reported on the cost report in accordance with §355.104 of this title (relating to Revenues).

(g) [(h)] Reviews and field audits of cost reports. Desk reviews or field audits are performed on cost reports for all contracted providers. The frequency and nature of the field audits are determined by HHSC to ensure the fiscal integrity of the program. Desk reviews and field audits will be conducted in accordance with §355.106 of this title (relating to Basic Objectives and Criteria for Audit and Desk Review of Cost Reports), and providers will be notified of the results of a desk review or a field audit in accordance with §355.107 of this title (relating to Notification of Exclusions and Adjustments). Providers may request an informal review and, if necessary, an administrative hearing to dispute an action taken under §355.110 of this title (relating to Informal Reviews and Formal Appeals).

§355.505.Reimbursement Methodology for the Community Living Assistance and Support Services Waiver Program.

(a) General requirements. The Texas Health and Human Services Commission (HHSC) applies the general principles of cost determination as specified in §355.101 of this title (relating to Introduction).

[(b)] [General.] Texas Medicaid contracted providers will be reimbursed for waiver services provided to Medicaid-eligible persons with related conditions (waiver services). Additionally, Texas Medicaid contracted providers will be reimbursed for a pre-enrollment assessment of potential waiver participants. The pre-enrollment assessment covers care planning for the participant and is reimbursed by a one-time administrative expense fee which is not included in the waiver services but will be paid from Medicaid administrative funds.

(b) [(c)] Reporting of cost.

(1) Providers must follow the cost reporting guidelines as specified in §355.105 of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).

(2) Number of cost reports to be submitted. Contracted providers are required to submit one cost report per legal entity if all contracts under the legal entity participate in the attendant compensation rate enhancement in accordance with §355.112 of this title (relating to Attendant Compensation Rate Enhancement). Contracted providers who operate both contracts that are participating in the attendant compensation rate enhancement program and contracts that are not participating in the attendant compensation rate enhancement program must file two separate cost reports per legal entity, one cost report for the contracts that are participating in the attendant compensation rate enhancement program and one cost report for the contracts that are not participating in the attendant compensation rate enhancement. All legal entities must submit a cost report unless the number of days between the date the legal entity's first Texas Department of Aging and Disability Services (DADS) client received services and the legal entity's fiscal year end is 30 days or fewer.

(3) A provider may be excused from submitting a cost report if circumstances beyond the control of the provider make cost report completion impossible, such as the loss of records due to natural disasters or removal of records from the provider's custody by any governmental entity. Requests to be excused from submitting a cost report must be received by HHSC Rate Analysis before the due date of the cost report.

(c) [(d)] Waiver reimbursement determination methodology.

(1) Unit of service reimbursement or reimbursement ceiling by unit of service. Reimbursement or reimbursement ceilings for related-conditions waiver services, habilitation, nursing services provided by a registered nurse (RN) [an RN ], nursing services [facilities ] provided by a licensed vocational nurse (LVN) [an LVN ], physical therapy, occupational therapy, speech pathology, behavioral support, auditory integration training/auditory enhancement training, nutritional services, day activity and health services, [ and psychological] and respite care services will be determined on a fee-for-service basis. These services are provided under §1915(c) of the Social Security Act Medicaid waiver for persons with related conditions.

(2) Monthly reimbursement. The reimbursement for [the related-conditions] case management waiver service will be determined as a monthly reimbursement. This service is provided under the §1915(c) of the Social Security Act Medicaid waiver for persons with related conditions.

(3) Reporting and verification of allowable cost.

(A) Providers are responsible for reporting only allowable costs on the cost report, except where cost report instructions indicate that other costs are to be reported in specific lines or sections. Only allowable cost information is used to determine recommended reimbursements. HHSC excludes from reimbursement determination any unallowable expenses included in the cost report and makes the appropriate adjustments to expenses and other information reported by providers; the purpose is to ensure that the database reflects costs and other information that are necessary for the provision of services and are consistent with federal and state regulations.

(B) Individual cost reports may not be included in the database used for reimbursement determination if:

(i) there is reasonable doubt as to the accuracy or allowability of a significant part of the information reported; or

(ii) an auditor determines that reported costs are not verifiable.

(C) When material pertinent to proposed reimbursements is made available to the public, the material will include the number of cost reports eliminated from reimbursement determination for the reason stated in subparagraph (B)(i) of this paragraph.

(4) Reimbursement determination. Recommended unit of service reimbursements are determined in the following manner.

(A) Unit of service reimbursement for habilitation, and cost per unit of service for nursing services provided by an RN, nursing services provided by an LVN, physical therapy, occupational therapy, speech pathology, behavioral support services, auditory integration training/auditory enhancement training, and nutritional services [and psychological services ], are determined in the following manner:

(i) The total allowable cost for each contracted provider cost report [ Total allowable costs for each provider] will be determined by analyzing the allowable historical costs reported on the cost report and other pertinent cost survey information.

(ii) The total allowable cost is [Total allowable costs are] reduced by the amount of the administrative expense fee and requisition fee revenues accrued for the reporting period.

(iii) Each provider's total allowable cost [costs], excluding depreciation and mortgage interest, is [are ] projected from the historical cost reporting period to the prospective reimbursement period as described in §355.108 of this title (relating to Determination of Inflation Indices).

(iv) Payroll taxes and employee benefits are allocated to each salary line item on the cost report on a pro rata basis based on the portion of that salary line item to the amount of total salary expense for the appropriate group of staff. Employee benefits will be charged to a specific salary line item if the benefits are reported separately. The allocated payroll taxes are Federal Insurance Contributions Act (FICA) or social security, Medicare contributions, Workers' compensation Insurance (WCI), the Federal Unemployment Tax Act (FUTA), and the Texas Unemployment Compensation Act (TUCA).

(v) Allowable administrative and facility costs are allocated or spread to each waiver service cost component on a pro rata basis based on the portion of each waiver service's units of service to the amount of total waiver units of service.

(vi) [(v)] Each provider's projected total allowable cost is [costs are] divided by the number of [monthly] units of service to determine the projected cost per unit [client month] of service.

(vii) [(vi)] For nursing services provided by an RN, nursing services provided by an LVN, physical therapy, occupational therapy, speech pathology, behavioral support services, auditory integration training/auditory enhancement training, and nutritional services, the projected cost per unit of service, for each provider is multiplied by 1.044. This adjusted allowable cost per unit of service may be combined into an array with the allowable cost per unit of service of similar services provided by other programs in determining rates for these services in accordance with §355.502 of this title (relating to Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers). [ and psychological services:]

[(I) An allowable cost per unit of service is calculated for each service. The allowable costs per unit of service for each contracted provider are arrayed and weighted by the number of units of service, and the median cost per unit of service is calculated. The allowable costs per unit of service may be combined into an array with the allowable cost per unit of service of similar services provided by other programs in determining the median cost per unit of service.]

[(II) The median cost per unit of service for each waiver service is multiplied by 1.044.]

[(III) Specialized nursing reimbursement add-on. A specialized nursing reimbursement add-on will be paid in addition to the unit-of-service reimbursements for skilled nursing services provided by an RN or by an LVN. The specialized nursing reimbursement add-on is paid when a client requires, as determined by a physician, daily skilled nursing to cleanse, dress, and suction a tracheostomy or daily skilled nursing assistance with ventilator or respirator care. The client must be unable to do self-care and require the assistance of a nurse for the ventilator, respirator, or tracheostomy care. This specialized nursing reimbursement add-on will be determined in accordance with §355.105(h) of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).]

(viii) [(vii)] For habilitation services two cost areas are created:

(I) The attendant cost area includes salaries, wages, benefits, and mileage reimbursement calculated as specified in §355.112 of this title (relating to Attendant Compensation Rate Enhancement).

(II) Another attendant cost area is created which includes the other habilitation services costs not included in subclause (I) of this clause as determined in clauses (i) - (v) of this subparagraph to create an other attendant cost area. An allowable cost per unit of service is calculated for the other habilitation cost area. The allowable costs per unit of service for each contracted provider cost report are arrayed and weighted by the number of units of service, and the median cost per unit of service is calculated. The median cost per unit of service is multiplied by 1.044.

(III) The attendant cost area and the other attendant cost area are summed to determine the habilitation attendant cost per unit of service.

(B) Unit of service reimbursement and reimbursement ceilings for respite care services are determined in the following manner:

(i) For in-home respite care services, a unit of service reimbursement is determined using a method based on modeled projected expenses which are developed using data from surveys, cost report data from other similar programs or services, professionals' experience in delivering similar type services, and other relevant sources.

(ii) For out-of-home respite care services, a unit of service reimbursement ceiling is determined using a method based on modeled projected expenses which are developed using data from surveys, cost report data from other similar programs or services, professionals' experience in delivering similar type services, and other relevant sources.

(C) The monthly reimbursement for case management services is determined in the following manner:

(i) Total allowable costs for each provider will be determined by analyzing the allowable historical costs reported on the cost report and other pertinent cost survey information.

(ii) Total allowable costs are reduced by the amount of administrative expense fee revenues reported.

(iii) Each provider's total allowable costs, excluding depreciation and mortgage interest, are projected from the historical cost reporting period to the prospective reimbursement period as described in §355.108 of this title (relating to Determination of Inflation Indices).

(iv) Payroll taxes and employee benefits are allocated to each salary line item on the cost report on a pro rata basis based on the portion of that salary line item to the amount of total salary expense for the appropriate group of staff. Employee benefits will be charged to a specific salary line item if the benefits are reported separately. The allocated payroll taxes are Federal Insurance Contributions Act (FICA) or social security, Medicare contributions, Workers' compensation Insurance (WCI), the Federal Unemployment Tax Act (FUTA), and the Texas Unemployment Compensation Act (TUCA).

(v) Each provider's projected total allowable costs are divided by the number of monthly units of service to determine the projected cost per client month of service.

(vi) Each provider's projected cost per client month of service is arrayed from low to high and weighted by the number of units of service and the median cost per client month of service is calculated.

(vii) The median projected cost per client month of service is multiplied by 1.044.

(D) The unit of service reimbursement for day activity and health services is determined in accordance with §355.6907 of this title (relating to Reimbursement Methodology for Day Activity and Health Services).

(E) [(D)] HHSC also adjusts reimbursement according to §355.109 of this title (relating to Adjusting Reimbursement When New Legislation, Regulations, or Economic Factors Affect Costs) if new legislation, regulations, or economic factors affect costs.

(5) The reimbursement for support family services and continued family services will be determined as a per day rate using a method based on modeled costs which are developed by using data from surveys, cost report data from other similar programs, payment rates from other similar programs, consultation with other service providers and/or professionals experienced in delivering contracted services, or other sources as determined appropriate by HHSC. The per day rate will have two parts, one part for the child placing agency and one part for the support family.

(d) [(e)] Administrative expense fee determination methodology.

(1) One-time administrative expense fee. Reimbursement for the pre-enrollment assessment and care planning process required to determine eligibility for the waiver program will be provided as a one-time administrative expense fee.

(2) Administrative expense fee determination process. The recommended administrative expense fee is determined using a method based on modeled projected expenses which are developed using data from surveys, cost report data from other similar programs or services, professionals' experience in delivering similar services, and other relevant sources.

(e) [(f)] Requisition fees. Requisition fees are reimbursements paid to the CLASS direct service agency contracted providers for their efforts in acquiring adaptive aids and minor home modifications for CLASS participants. Reimbursement for adaptive aids and minor home modifications will vary based on the actual cost of the adaptive aid and minor home modification. Reimbursements are determined using a method based on modeled projected expenses which are developed by using data from surveys; cost report data from similar programs; consultation with other service providers and/or professionals experienced in delivering contracted services; and/or other sources.

(f) [(g)] Allowable and unallowable costs.

(1) Providers must follow the guidelines in determining whether a cost is allowable or unallowable as specified in §355.102 and §355.103 of this title (relating to General Principles of Allowable and Unallowable Costs, and Specifications for Allowable and Unallowable Costs) as well as the following provisions.

(2) Participant room and board expenses are not allowable, except for those related to respite care.

(3) The cost of adaptive aids and home modifications is not allowable. Allowable labor costs associated with acquiring adaptive aids and home modifications should be reported in the cost report. Any item purchased for participants in this program and reimbursed [through] a voucher payment system is unallowable. Refer to §355.103(b)(17)(K) of this title (relating to Specifications for Allowable and Unallowable Costs).

(g) [(h)] Authority to determine reimbursement. The authority to determine reimbursement is specified in §355.101 of this title (relating to Introduction).

(h) [(i)] Reporting revenue. Revenues must be reported on the cost report in accordance with §355.104 of this title (relating to Revenues).

(i) [(j)] Reviews and field audits of cost reports. Desk reviews or field audits are performed on all contracted providers' cost reports. The frequency and nature of the field audits are determined by HHSC to ensure the fiscal integrity of the program. Desk reviews and field audits will be conducted in accordance with §355.106 of this title (relating to Basic Objectives and Criteria for Audit and Desk Review of Cost Reports), and providers will be notified of the results of a desk review or a field audit in accordance with §355.107 of this title (relating to Notification of Exclusions and Adjustments). Providers may request an informal review and, if necessary, an administrative hearing to dispute an action taken under §355.110 of this title (relating to Informal Reviews and Formal Appeals).

(j) [(k)] Reporting requirements. The program director's full salary is to be reported on the line item of the cost report designated for the director.

§355.507.Reimbursement Methodology for the Medically Dependent Children Program.

(a) The Texas Health and Human Services Commission (HHSC) determines payment rates for qualified contracted providers for the provision of services in the Medically Dependent Children Program (MDCP). HHSC applies the general principles of cost determination as specified in §355.101 of this title (relating to Introduction).

(b) The rates for nursing services provided by a registered nurse (RN) or licensed vocational nurse (LVN) will be determined in accordance with §355.502 of this title (relating to Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers).

[(b) Effective September 1, 2007, rates for home-and-community-support-service agency (HCSS) registered nurse (RN), HCSS agency licensed vocational nurse (LVN), and HCSS agency personal assistance services (PAS) (with delegation of the service by an RN and without delegation of the service by an RN)), will be based upon the Community-Based Alternatives (CBA) HCSS-approved rates for RN and LVN services in accordance with §355.503 of this title (relating to Reimbursement Methodology for the Community-Based Alternatives Waiver Program) and non-participant PAS in accordance with §355.112(l) of this title (relating to Attendant Compensation Rate Enhancement). However, if the rates in effect for these MDCP services on August 31, 2007, are greater than the approved rates for the CBA HCSS for RN, LVN, and non-participant PAS, the higher MDCP rates will remain in effect on September 1, 2007. Effective September 1, 2007, the reimbursement rate for independent RNs will be equal to 80 percent of the MDCP rate for HCSS agency RNs, and the reimbursement rate for independent LVNs will be equal to 80 percent of the MDCP rate for HCSS agency LVNs.]

(c) The rates for personal assistance services (PAS) (with delegation of the service by an RN and without delegation of the service by an RN), will be based upon the Community-Based Alternatives (CBA) approved rates for PAS in accordance with §355.503 of this title (relating to Reimbursement Methodology for the Community-Based Alternatives Waiver Program) and §355.112(l) of this title (relating to Attendant Compensation Rate Enhancement).

(d) [(c)] The rate ceiling for camp services will be equivalent to the Community Living Assistance and Support Services direct service agency (CLASS DSA) out-of-home respite rate. Actual payments for this service will be the lesser of the rate ceiling or the actual cost of the camp.

(e) [(d)] Facility-based respite care rates are determined on a 24-hour basis. The rates for facility-based respite care are calculated at 77 percent of the daily nursing facility base rates by level of care. The base rates used in this calculation do not include nursing facility rate add-ons.

[(e) Payment rates may be determined in the future on a pro forma basis in accordance with §355.105(h) of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).]

(f) The following sections of this title will apply to cost reports or surveys required to obtain the necessary information to determine new payment rates: §355.102 of this title (relating to General Principles of Allowable and Unallowable Costs), §355.103 of this title (relating to Specifications for Allowable and Unallowable Costs), §355.104 of this title (relating to Revenues), §355.105 of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures), §355.106 of this title (relating to Basic Objectives and Criteria for Audit and Desk Review of Cost Reports), §355.107 of this title (relating to Notification of Exclusions and Adjustments), §355.108 of this title (relating to Determination of Inflation Indices), §355.109 of this title (relating to Adjusting Reimbursement When New Legislation, Regulations, or Economic Factors Affect Costs), §355.110 of this title (relating to Informal Reviews and Formal Appeals), and §355.111 of this title (relating to Administrative Contract Violations).

§355.513.Reimbursement Methodology for the Deaf-Blind with Multiple Disabilities Waiver Program.

(a) General information. The Texas Health and Human Services Commission (HHSC) applies the general principles of cost determination as specified in §355.101 of this title (relating to Introduction). HHSC will reimburse qualified Texas Medicaid contracted providers for waiver services provided to individuals who are deaf-blind with multiple disabilities.

(b) Other sources of cost information. If HHSC has determined that there is not sufficient reliable cost report data from which to set reimbursements and reimbursement ceilings for waiver services, reimbursements and reimbursement ceilings will be developed by using rates for similar services from other Medicaid programs; data from surveys; cost report data from other similar programs; consultation with other service providers or professionals experienced in delivering contracted services; and other sources.

(c) Waiver rate determination methodology. If HHSC deems it appropriate to require contracted providers to submit a cost report, recommended reimbursements for waiver services will be determined on a fee-for-service basis in the following manner for each of the services provided:

(1) Total allowable costs for each provider will be determined by analyzing the allowable historical costs reported on the cost report.

(2) Each provider's total reported allowable costs, excluding depreciation and mortgage interest, are projected from the historical cost-reporting period to the prospective reimbursement period as described in §355.108 of this title (relating to Determination of Inflation Indices). The prospective reimbursement period is the period of time that the reimbursement is expected to be in effect.

(3) Payroll taxes and employee benefits are allocated to each salary line item on the cost report on a pro rata basis based on the portion of that salary line item to the amount of total salary expense for the appropriate group of staff. Employee benefits will be charged to a specific salary line item if the benefits are reported separately. The allocated payroll taxes are Federal Insurance Contributions Act (FICA) or Social Security, Medicare Contributions, Workers' Compensation Insurance (WCI), the Federal Unemployment Tax Act (FUTA), and the Texas Unemployment Compensation Act (TUCA).

(4) Allowable administrative and overall facility/operations costs are allocated or spread to each waiver service cost component on a pro rata basis based on the portion of each waiver service's service units reported to the amount of total waiver service units reported. Service-specific facility and operations costs for out-of-home assisted living, out-of-home respite, and habilitation day services will be directly charged to the specific waiver service.

(5) For professional services, including physical therapy, occupational therapy, speech/hearing/language, case management, nursing services provided by a registered nurse (RN), nursing services provided by a licensed vocational nurse (LVN), dietary services, auditory services and behavioral support services, an allowable cost per unit of service is calculated for each contracted provider cost report in accordance with paragraphs (1) - (4) of this subsection. The allowable costs per unit of service for each contracted provider cost report is multiplied by 1.044. This adjusted allowable costs per unit of service may be combined into an array with the allowable cost per unit of service of similar services provided by other programs in determining rates for these services in accordance with §355.502 of this title (relating to Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers).

(6) Requisition fees. Requisition fees are reimbursements paid to the Deaf-Blind Multiple Disabilities (DBMD) contracted providers for their efforts in acquiring adaptive aids and minor home modifications for DBMD participants. Reimbursement for adaptive aids and minor home modifications will vary based on the actual cost of the adaptive aid and minor home modification. Reimbursements are determined using a method based on modeled projected expenses, which are developed by using data from surveys; cost report data from similar programs; consultation with other service providers or professionals experienced in delivering contracted services; or other sources.

(7) For habilitation day, residential habilitation (less than 24-hour and 24-hour residential habilitation), assisted living (24-hour supervision and less than 24-hour supervision), and intervener services, two cost areas are created:

(A) The attendant cost area, which includes salaries, wages, benefits, and mileage reimbursement calculated as specified in §355.112 of this title (relating to Attendant Compensation Rate Enhancement).

(B) An "other direct care" cost area, which includes costs for services not included in subparagraph (A) of this paragraph as determined in paragraphs (1) - (4) of this subsection. An allowable cost per unit of service is determined for each contracted provider cost report for the other direct care cost area. The allowable costs per unit of service for each contracted provider cost report are arrayed. The units of service for each contracted provider cost report in the array are summed until the median unit of service is reached. The corresponding expense to the median unit of service is determined and is multiplied by 1.044.

(C) The attendant cost area and the other direct care cost area are summed to determine the cost per unit of service.

(D) The room and board payments for waiver clients receiving assisted living services are covered in the reimbursement for these services and will be paid to providers from the client's Supplemental Security Income, less a personal needs allowance.

(8) The lifetime ceiling per client for minor home modifications is determined from sources other than cost reports for this program. The annual ceiling per client for adaptive aids is determined from sources other than cost reports for this program.

(9) Pre-enrollment assessment services are based on the hourly case management reimbursement.

(10) HHSC may adjust reimbursement if new legislation, regulations, or economic factors affect costs, according to §355.109 of this title (relating to Adjusting Reimbursement When New Legislation, Regulations, or Economic Factors Affect Costs).

(d) Authority to determine reimbursement. The authority to determine reimbursement is specified in §355.101 of this title.

(e) Reporting of cost.

(1) Cost-reporting guidelines. If HHSC requires a cost report for any waiver service in this program, providers must follow the cost-reporting guidelines as specified in §355.105 of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).

(2) Excused from submission of cost reports. If required by HHSC, all contracted providers must submit a cost report unless the number of days between the date the first Department of Aging and Disabilities Services (DADS) client received services and the provider's fiscal year end is 30 days or fewer. The provider may be excused from submitting a cost report if circumstances beyond the control of the provider make cost-report completion impossible, such as the loss of records due to natural disasters or removal of records from the provider's custody by any regulatory agency. A DBMD Waiver contracted provider may also be excused from submitting a cost report if the total number of DBMD clients served during the reporting period is three or less. Requests to be excused from submitting a cost report must be received by HHSC's Rate Analysis Department before the due date of the cost report.

(3) Reporting and verification of allowable cost.

(A) Providers are responsible for reporting only allowable costs on the cost report, except where cost-report instructions indicate that other costs are to be reported in specific lines or sections. Only allowable cost information is used to determine recommended reimbursements. HHSC excludes from reimbursement determination any unallowable expenses included in the cost report and makes the appropriate adjustments to expenses and other information reported by providers, in order to ensure the database reflects costs and other information necessary for the provision of services and is consistent with federal and state regulations.

(B) Individual cost reports may not be included in the database used for reimbursement determination if:

(i) there is reasonable doubt as to the accuracy or allowability of a significant part of the information reported; or

(ii) an auditor determines that reported costs are not verifiable.

(C) Material pertinent to proposed reimbursements and made available to the public shall include the number of cost reports eliminated from reimbursement determination for the reason stated in subparagraph (B) of this paragraph.

(4) Allowable and unallowable costs. Providers must follow the guidelines specified in §355.102 and §355.103 of this title (relating to General Principles of Allowable and Unallowable Costs and Specifications for Allowable and Unallowable Costs), in determining whether a cost is allowable or unallowable. In addition, providers must adhere to the following principles:

(A) Client room and board expenses are not allowable, except for those related to respite care.

(B) The actual cost of adaptive aids is not allowable for cost-reporting purposes.

(f) Reporting revenue. Revenues must be reported on the cost report in accordance with §355.104 of this title (relating to Revenues).

(g) Reviews and field audits of cost reports. Desk reviews or field audits are performed on cost reports for all contracted providers. The frequency and nature of field audits are determined by HHSC staff to ensure the fiscal integrity of the program. Desk reviews and field audits will be conducted in accordance with §355.106 of this title (relating to Basic Objectives and Criteria for Audit and Desk Review of Cost Reports), and providers will be notified of the results of a desk review or a field audit in accordance with §355.107 of this title (relating to Notification of Exclusions and Adjustments). Providers may request an informal review and, if necessary, an administrative hearing to dispute an action taken under §355.110 of this title (relating to Informal Reviews and Formal Appeals).

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 June 22, 2009.

TRD-200902559

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: August 2, 2009

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


SUBCHAPTER F. REIMBURSEMENT METHODOLOGY FOR PROGRAMS SERVING PERSONS WITH MENTAL ILLNESS AND MENTAL RETARDATION

1 TAC §355.722

The Texas Health and Human Services Commission (HHSC) proposes to amend §355.722, Reporting Costs by Home and Community-based Services (HCS) Providers, under Title 1, Part 15, Chapter 355, Subchapter F.

Background and Justification

Section 355.722 establishes the fiscal accountability process for the Home and Community-based Services (HCS) waiver program. HHSC, under its authority and responsibility to administer and implement rates, proposes to update this rule to formalize certain limitations on hours allowed to be reported by HCS providers for owners and related parties performing direct service activities. Rates for this program are based on modeled rates, which incorporate cost information from HCS provider cost reports. A modeled rate is considered fully funded when the model is updated with current cost report information that has been adjusted for inflation to the rate period.

Limitations on allowable hours for owners and related parties are necessary to ensure that cost reports reflect only hours and associated costs that are reasonable and necessary in the normal conduct of operations. The test of reasonableness includes the expectation that the provider seeks to minimize costs and that the amount expended does not exceed what a prudent and cost-conscious provider would pay for a given item or service. In determining the reasonableness of a given cost, the restraints or requirements imposed by arm's-length bargaining and the actions that a prudent person would take in similar circumstances are considered. Since related-party transactions are not constrained by the requirements imposed by arm's-length bargaining, additional tools are necessary to ensure that reported related-party hours are reasonable.

Currently, this rule specifies that allowable hours for owners and related parties are limited to the lesser of the actual hours worked or the hours for a comparable direct-care staff person assumed in the fully-funded model. The proposed rule amendment codifies current practice, which differs from the current rule, by adding language that results in a less stringent limitation on the determination of allowable hours for owners and related parties performing direct-service activities.

Section-by-Section Summary

HHSC proposes to make the following amendments to §355.722:

Revise subsection (h)(2) to delete references to related-party hours.

Add new subsection (h)(3) to describe the process by which allowable hours for related-party direct-care workers are determined.

Add new subsection (h)(4) to describe the process by which allowable related-party direct-care trainer supervisor and direct-care worker supervisor hours are calculated.

Add new subsection (h)(5), which indicates that for staff-types for which representative non-related-party hours and units of service data are not available, allowable related-party hours are determined using a pro forma approach, and renumber subsequent paragraphs.

Renumber current subsections (h)(3) - (5) as subsections (h)(6) - (8).

Modify renumbered (h)(8) to refer to paragraphs (2) - (7) instead of paragraphs (2) - (4).

Renumber rule references throughout the rule as a result of the renumbering.

Add headers to certain rule subsections and paragraphs throughout the rule for added clarity.

Fiscal Note

Gordon E. Taylor, Chief Financial Officer for the Department of Aging and Disability Services, has determined that during the first five-year period the amended rule is in effect there will be no fiscal impact to state government. The proposed rule will not result in any fiscal implications for local health and human services agencies. There are no fiscal implications for local governments as a result of enforcing or administering the section.

Small Business and Micro-business Impact Analysis

HHSC has determined that there is no adverse economic effect on small businesses or micro-businesses as a result of enforcing or administering the amendment. The implementation of the proposed rule amendment does not require any changes in practice or any additional cost to the contracted provider. This rule language reflects current practice and results in a less stringent limitation on the determination of allowable owner and related-party hours.

HHSC does not anticipate that there will be any economic cost to persons who are required to comply with this amendment. The amendment will not affect local employment.

Public Benefit

Carolyn Pratt, Director of Rate Analysis, has determined that for each of the first five years the amendment is in effect, the expected public benefit is that the rule language regarding the maximum allowable hours for owners and related parties will be more specific in how the limits are calculated.

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 Texas Government Code §2007.043.

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 environmental 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 environmental exposure.

Public Comment

Questions about the content of this proposal may be directed to Pam McDonald in the HHSC Rate Analysis Department by telephone at (512) 491-1373. Written comments on the proposal may be submitted to Ms. McDonald by facsimile at (512) 491-1998, by e-mail to pam.mcdonald@hhsc.state.tx.us, or by mail to HHSC Rate Analysis, Mail Code H-400, P.O. Box 85200, Austin, Texas 78708-5200, within 30 days of publication of this proposal in the Texas Register.

Statutory Authority

The amendment is proposed under Texas Government Code §531.033, which authorizes the Executive Commissioner of HHSC to adopt rules necessary to carry out the commission's duties; Texas Human Resources Code §32.021 and Texas Government Code §531.021(a), which provide HHSC with the authority to administer the federal medical assistance (Medicaid) program in Texas; and Texas Government Code §531.021(b), which establishes HHSC as the agency responsible for adopting reasonable rules governing the determination of fees, charges, and rates for medical assistance payments under the Human Resources Code, Chapter 32.

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

§355.722.Reporting Costs by Home and Community-based Services (HCS) Providers.

(a) Submittal of cost reports. On an annual basis, all providers must submit cost reports as directed by HHSC or its designee and in accordance with this subchapter. The Texas Health and Human Services Commission (HHSC) applies the general principles of cost determination as specified in §355.101 of this title (relating to Introduction).

(1) Direct service costs. Direct service costs are defined to include costs associated with personnel who provide direct hands-on support for consumers and include personnel such as direct care workers, first-level supervisors of direct care workers, registered nurses, licensed vocational nurses, and other personnel who provide activities of daily living training and clinical program services. Direct service costs include: costs related to wages, benefits, payroll taxes, and contracts for direct services. Accrued leave (sick or vacation) can only be considered a direct service cost if the employee has a right to a cash value of that leave upon termination.

(2) Staff who provide both direct and other than direct services. For staff whose duties include work other than the provision of direct services for the provider, time spent providing direct services and associated expenses may be reported as direct service costs if properly documented in accordance with §355.105 of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).

(3) Providers must report the following costs:

(A) Staff wages related to the delivery of direct services including residential assistance, day habilitation services, and the direct supervision of the delivery of these services.

(B) These costs may be either the provider's actual expense or contracted expenditures.

(b) Reviews of exclusions or adjustments. A provider who disagrees with HHSC's exclusion or adjustment of items in cost reports may request an informal review and, when appropriate, an administrative hearing as specified in §355.110 of this title (relating to Informal Reviews and Formal Appeals).

(c) Field audit and desk review. Desk reviews or field audits are performed on cost reports for all contracted providers. The frequency and nature of the field audits are determined by HHSC to ensure the fiscal integrity of the program. Desk reviews and field audits will be conducted in accordance with §355.106 of this title (relating to Basic Objectives and Criteria for Audit and Desk Review of Cost Reports).

(d) Notification of exclusions and adjustments. HHSC will notify a provider of the results of a desk review or field audit in accordance with §355.107 of this title (relating to Notification of Exclusions and Adjustments).

(e) Cost reporting guidelines. Providers must follow the cost-reporting guidelines as specified in §355.105 of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).

(f) Allowable and unallowable costs. Providers must follow the guidelines in determining whether a cost is allowable or unallowable as specified in §355.102 and §355.103 of this title (relating to General Principles of Allowable and Unallowable Costs, and Specifications for Allowable and Unallowable Costs).

(g) Revenues. Revenues must be reported on the cost report in accordance with §355.104 of this title (relating to Revenues).

(h) Related parties. Allowable compensation for owners and related parties and definitions of owners and related parties are specified in §355.102(i) and §355.103(b)(2) of this title (relating to General Principles of Allowable and Unallowable Costs and Specifications for Allowable and Unallowable Costs).

(1) Time sheet requirement. Owners and related parties who provide multiple types of direct service, both direct care and indirect services and/or both direct hands-on support and first-level supervision of direct care workers must maintain daily time sheets that record the time spent on activities in each area. The provider must maintain documentation relating to the compensation, bonuses, and benefits of each owner or related party in accordance with §355.105(b)(2)(B)(xi) of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).

(2) Calculation of allowable hourly wage rate and benefits. Allowable [hours,] hourly wage rate and benefits for direct service work must be the lesser of the actual [hours worked,] hourly wage rate paid and benefits paid or the [hours, ] hourly wage rate and benefits for a comparable direct care staff person assumed in the fully-funded model. The fully-funded model is the model as calculated under §355.723(d) of this title (relating to Reimbursement Methodology for Home and Community-based Services) prior to any adjustments made in accordance with §355.101 of this title (relating to Introduction) and §355.109 of this title (relating to Adjusting Reimbursement When New Legislation, Regulations or Economic Factors Affect Costs) for the rate period.

(3) Calculation of allowable hours for direct staff except for direct-care trainer supervisors and direct-care worker supervisors. Allowable hours per unit of service for a direct service staff-type when the reported hours for the staff-type include related-party hours, are determined as follows:

(A) Step 1. Determine the hours per unit of service for a comparable direct service staff-type assumed in the fully-funded model as defined in paragraph (2) of this subsection, adjusted for the provider's average Level of Need (LON) during the reporting period.

(B) Step 2. Determine the hours per unit of service encompassed by the 90th percentile in the array of hours per unit of service for comparable direct service staff-types as reported by those contracted providers not reporting any related-party hours for that staff-type, adjusted for the provider's average LON during the reporting period.

(C) Step 3. Determine the greater of Step 1 and Step 2.

(D) Step 4. Determine the actual hours worked by the staff-type per unit of service.

(E) Step 5. Determine the lesser of Step 4 and Step 3. This value is the allowable hours per unit of service for the direct service staff-type in question.

(4) Calculation of allowable hours for direct-care trainer supervisors or direct-care worker supervisors. Allowable direct-care trainer supervisor or direct-care worker supervisor hours when the reported direct-care trainer supervisor or direct-care worker supervisor hours include related-party hours, are determined separately as follows:

(A) Step 1. Determine the ratio of direct-care trainer supervisor or direct-care worker supervisor hours to direct-care trainer or direct-care worker hours assumed in the fully-funded model as defined in paragraph (2) of this subsection.

(B) Step 2. Determine the ratio of direct-care trainer or direct-care worker supervisor hours to direct-care trainer or direct-care worker hours encompassed by the 90th percentile in the array of ratios of direct-care trainer or direct-care worker supervisor hours to direct-care trainer or direct-care worker hours for those contracted providers not reporting any related-party direct-care trainer or direct-care worker supervisor hours.

(C) Step 3. Determine the greater of Step 1 and Step 2.

(D) Step 4. Determine the actual ratio of direct-care trainer or direct-care worker supervisor hours to direct-care trainer or direct-care worker hours.

(E) Step 5. Determine the lesser of Step 4 and Step 3. This value is the allowable ratio of direct-care trainer or direct-care worker supervisor hours to allowable direct-care trainer or direct-care worker hours reported. To determine the actual allowable direct-care trainer supervisor or direct-care worker supervisor hours, multiply the allowable direct-care trainer or direct-care worker hours by the allowable ratio of direct-care trainer supervisor or direct-care worker supervisor hours to allowable direct-care trainer or direct-care worker hours.

(5) Calculation of allowable hours for other staff types. For staff types where representative hours and units of service data are not available, allowable related-party hours are determined using a pro forma approach in which factors such as hours assumed in the fully-funded model, median non-related party hours reported, and non-related party hours or staff ratios for similar staff types are considered.

(6) [(3)] Exception to related-party adjustment. If at least 40 percent of total labor hours in a specific related-party's direct service type were provided by non-related-parties, the related-party's hourly wage rate may be the higher of the model assumption for that direct service type described in paragraph (2) of this subsection or the non-related party average for that direct service type, so long as the non-related party average does not exceed the related-party's actual hourly wage.

(7) [(4)] Maximum direct-care hours. During any single fiscal year, the sum of all direct care hours reported on HCS cost report(s) for any individual owner or related party cannot exceed 2,600.

(8) [(5)] Classification of hours over the limit. Hours, hourly wages and benefits above the limits described in paragraphs (2) - (7) [(4)] of this subsection are to be reported as administrative hours, hourly wages and benefits.

(i) Adjusting reported cost. Each provider's total reported allowable costs, excluding depreciation and mortgage interest, are projected from the historical cost-reporting period to the prospective reimbursement period as described in §355.108 of this title (relating to Determination of Inflation Indices). HHSC may adjust reimbursement if new legislation, regulations, or economic factors affect costs, according to §355.109 of this title (relating to Adjusting Reimbursement When New Legislation, Regulations, or Economic Factors Affect Costs).

(j) Fiscal Accountability.

(1) General principles. Fiscal accountability is a process used to gauge the ongoing financial performance under the reimbursement rates.

(2) Annual reporting. Fiscal accountability will consist of the annual reporting of the direct service costs including wages, and benefits, from all providers. The data will be collected on a cost report designed by HHSC in accordance with §355.105(b) of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).

(A) The Department of Aging and Disability Services (DADS) will place a vendor hold on payments to a provider whose provider agreement is being assigned or terminated. The provider will submit a cost report for the current reporting period to HHSC. Upon receipt of an acceptable cost report and repayment of any amounts due in accordance with this section, the vendor hold will be released.

(B) Providers that do not submit a cost report completed in accordance with all applicable rules and instructions within 60 days of the placement of a vendor hold due to the failure to submit the cost report are subject to an immediate recoupment of funds related to fiscal accountability as described in paragraph (4)(E) of this subsection. The recouped funds will not be restored until the provider submits an acceptable cost report and has paid the actual amount due as specified in paragraphs (5) - (7) of this subsection. If an acceptable cost report is not received within 365 days of the due date, the recoupment will become permanent.

(C) Providers with an ownership change from one legal entity to a different legal entity or a contract termination that do not submit a cost report for the fiscal year of the ownership change or contract termination within 60 days of the change of ownership or contract termination are subject to recoupment of funds related to fiscal accountability as described in paragraph (4)(E) of this subsection. The recouped funds will not be restored until the provider submits an acceptable cost report and has paid the actual amount due as specified in paragraphs (5) - (7) of this subsection. If an acceptable cost report is not received within 365 days of the change of ownership or contract termination date, the recoupment will become permanent.

(3) Comparison of direct-service costs to total direct-service revenue. HHSC will require providers to report all direct costs incurred on an annual fiscal year basis. HHSC will compare the reported direct service costs to the total direct service revenue.

(4) Calculation of direct-service revenues and fiscal accountability repayment. Direct Service Revenues are calculated by multiplying the number of units eligible for payment that have been paid for services delivered during the reporting period times the appropriate direct service portion of the rate for the service billed.

(A) Providers whose direct service costs are 90% or more of the direct service revenues will not be subject to repayment under this section.

(B) Providers whose direct service costs are less than 90% but greater than or equal to 85% of the direct service revenues will be required to pay to DADS 50% of the difference between the direct service costs and 90% of the direct service revenues.

(C) Providers whose direct service costs are less than 85% but greater than or equal to 80% of the direct service revenues will be required to pay to DADS 100% of the difference between the direct service costs and 85% of the direct service revenues plus 50% of the difference between 85% and 90% of the direct service revenues.

(D) Providers whose direct service costs are less than 80% of the direct service revenues will be required to pay to DADS the difference between the direct service costs and 95% of the direct service revenues.

(E) Providers who do not submit a cost report as described in paragraph (2)(B) or (C) of this subsection will be assumed to have direct service costs equal to 65% of the direct services revenues and will be required to pay to DADS the difference between 65% of the direct services revenues and 95% of the direct service revenues, subject to the provisions of paragraph (2)(B) or (C) of this subsection.

(5) Notification of recoupment. Providers [ Where applicable, providers] will be notified, by certified mail, within 90 days of the determination of their recoupment amount by HHSC of the amount to be repaid to HHSC or its designee. If a subsequent review by HHSC or audit results in adjustments to the cost report as described in subsection (a) of this section that change the amount to be repaid to HHSC or its designee, the provider will be notified in writing of the adjustments and the adjusted amount to be repaid. Providers will submit the repayment amount within 60 days of notification.

(6) Repayment. Repayment will be made by the following:

(A) the provider or legal entity submitting the report;

(B) any other legal entity responsible for the debts or liabilities of the submitting entity; or

(C) the legal entity on behalf of which a report is submitted.

(7) Providers required to repay revenues to DADS will be jointly and severally liable for any repayment. DADS will apply a vendor hold on Medicaid payments to a provider for not making the payment to DADS within 60 days of receiving notice.

(8) Aggregation.

(A) Definitions. The following words and terms have the following meanings when used in this paragraph.

(i) Aggregation-- [.] For an entity defined in clause (iii) of this subparagraph that controls, as defined in clause (iv) of this subparagraph, more than one HCS component code, the process of determining compliance with the spending requirements detailed in paragraph (4) of this subsection for all component codes controlled by the entity in the aggregate rather than requiring each component code to meet its spending requirement individually. For commonly owned corporations defined in clause (ii) of this subparagraph, the process of determining compliance with the spending requirements detailed in paragraph (4) of this subsection for all component codes in the controlled small group in the aggregate rather than requiring each component code to meet its spending requirement individually. Corporations that do not meet the definitions under clauses (ii) - (iii) of this subparagraph are not eligible for aggregation.

(ii) Commonly owned corporations--two or more corporations where five or fewer identical persons who are individuals, estates, or trusts own greater than 50 percent of the total voting power in each corporation.

(iii) Entity--a parent company, sole member, individual, limited partnership, or group of limited partnerships controlled by the same general partner.

(iv) Control--greater than 50% ownership by the entity.

(B) Component Codes Included in Aggregation. If an entity controlling more than one HCS component code or commonly owned corporations requests aggregation, compliance with the spending requirements will be evaluated in the aggregate for all HCS component codes that the entity or commonly owned corporations controlled at the end of its fiscal year or at the effective date of the change of ownership or termination of its last HCS contract.

(C) Aggregation Request. To exercise the aggregation option, the entity or commonly owned corporations must submit an aggregation request, in a manner prescribed by HHSC, at the time each cost report is submitted. In limited partnerships in which the same single general partner controls all the limited partnerships, that single general partner must make this request. Other such aggregation requests will be reviewed on a case-by-case basis.

(D) Frequency of Aggregation Requests. The entity or commonly owned corporations must submit a separate request for aggregation for each reporting period.

(E) Ownership Changes and Contract Terminations. HCS contracts that change ownership or terminate effective after the end of the applicable reporting period, but prior to the determination of compliance with spending requirements as per paragraph (4) of this subsection, are excluded from all aggregate spending calculations. These contracts' compliance with spending requirements will be determined on an individual basis and the costs and revenues will not be included in the aggregate spending calculation.

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 June 18, 2009.

TRD-200902481

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: August 2, 2009

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


1 TAC §355.725, §355.791

The Texas Health and Human Services Commission (HHSC) proposes new §355.725, Reimbursement Methodology for Professional Services and Requisition Fees for Home and Community-based Services (HCS) and amendments to §355.791, Reporting Costs and Reimbursement Methodology for the Texas Home Living (TxHmL) Program, under Title 1, Part 15, Chapter 355, Subchapter F.

Background and Justification

New §355.725 establishes the reimbursement methodology for professional services and requisition fees for the Home and Community-based Services (HCS) program.

The definitions for professional services (nursing, physical, occupational and speech therapy, behavioral supports, dietary services and audiology) in the various Department of Aging and Disability Services (DADS) §1915(c) waiver programs including Community Based Alternatives (CBA), Community Living Assistance and Support Services (CLASS), HCS, TxHmL, Medically Dependent Children Program (MDCP), and Deaf-Blind Multiple Disabilities (DBMD) are identical but the rates vary with CBA, CLASS, MDCP and DBMD using one set of rates and with HCS and TxHmL using different rates.

New §355.725 will give HHSC the authority to combine allowable costs per unit of service for HCS professional services with allowable costs per unit of service for identical professional services from other DADS §1915(c) waiver programs into a single database for use in determining reimbursement rates for these services in accordance with proposed new §355.502, Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers. Proposed amendments to §355.791 will give HHSC similar authority for the TxHmL waiver program.

The current difference in nursing rates between HCS and TxHmL and the remaining DADS §1915(c) waiver programs was justified in the past due to different DADS billing guidelines for CBA, CLASS, MDCP and DBMD than those for HCS and TxHmL. DADS is revising the HCS and TxHmL nursing billing guidelines to match the CBA, CLASS, MDCP and DBMD guidelines effective September 1, 2009. The change in HCS and TxHmL nursing billing guidelines will enable providers in these programs to bill for significantly more units of service than allowed under the current guidelines. Because of this change in billing guidelines that allows for more units of service to be billed, the nursing rates for these programs will be adjusted effective September 1, 2009 to reflect the new billing guidelines that will go into effect on September 1, 2009. Proposed new §355.725 and proposed amendments to §355.791 will allow for these needed adjustments to take place. Because HCS and TxHmL providers will be able to bill more nursing units of service without changing the actual amount of nursing services provided, the nursing rates in these two programs must be adjusted in order for this change in billing guidelines to be fiscally neutral. Data on nursing costs associated with the new billing guidelines for HCS and TxHmL will not be available until the 2012-13 biennium; in the interim, new §355.725 and amendments to §355.791 will allow HHSC to use the nursing rates currently in place for CBA, CLASS, MDCP and DBMD for HCS and TxHmL. When data becomes available for HCS and TxHmL under the new billing guidelines, nursing rates will be calculated using data from all §1915(c) waiver program cost reports.

The difference in rates for other (non-nursing) professional services is due to the lack of robust cost data on these services in CBA, CLASS, DBMD and MDCP. The vast majority of units of service for these services are provided in HCS and TxHmL. New §355.725 and amendments to §355.791 will allow HHSC to combine data on other professional services costs from HCS and TxHmL with data from the other DADS §1915(c) waivers to develop uniform rates for these services.

New §355.725 will provide a reimbursement methodology for payment rates for requisition fees in HCS to provide payments for the cost of acquiring adaptive aids and minor home modifications for consumers. Requisition fees are currently not reimbursed in the HCS program but are currently reimbursed in other §1915(c) waiver programs.

These proposals will move HHSC closer to achieving its goal of standardizing professional service rates in community based programs.

HHSC, under its authority and responsibility to administer and implement rates, is also proposing changes to §355.791 that outline how the TxHmL rates will be determined effective September 1, 2009 and thereafter. The proposed amendment will adjust payment rates for TxHmL to comply with the 2010-11 General Appropriations Act (Article II, Health and Human Services, 81st Legislature, Regular Session, 2009) which appropriated general revenue funds for provider rate increases for this program to set TxHmL rates equal to HCS rates for similar services.

Finally, HHSC is proposing to revise §355.791 to replace outdated references to the legacy Department of Mental Health and Mental Retardation (MHMR) with references to DADS and to indicate that failure to maintain accurate records will result in HHSC notifying DADS to place the TxHmL program provider on vendor hold. The current rule language requires both the TxHmL program provider and all waiver contracts to be placed on vendor hold.

Section-by-Section Summary

HHSC proposes new §355.725 as follows:

Add new subsection (a) to state that, effective September 1, 2009 and thereafter, the payment rates for professional services, including physical therapy, occupational therapy, speech/hearing/language, nursing services provided by an registered nurse (RN), nursing services provided by an licensed vocational nurse (LVN), auditory services, dietary services, and behavioral support services will be equal to the rates for these services as determined in accordance with §355.502, Reimbursement Methodology for Professional Services in Home and Community-based Services Waivers.

Add new subsection (b) to state that, effective September 1, 2009 and thereafter, the payment rates for requisition fees for acquiring adaptive aids and minor home modifications will vary based on the actual cost of the adaptive aide and minor home modification. Reimbursements are determined using a method based on modeled projected expenses which are developed by using data from surveys; cost report data from similar programs; consultation with other service providers and/or professionals experienced in delivering contracted services; and/or other sources.

HHSC proposes to amend §355.791 as follows:

Modify subsection (c) to replace an outdated reference to the legacy MHMR with a reference to DADS and to indicate that failure to maintain accurate records will result in HHSC notifying DADS to place the TxHmL program provider on vendor hold.

Modify paragraph (l)(3) to replace an outdated reference to the legacy MHMR with a reference to DADS.

Add a new subsection (s) to state that, effective September 1, 2009 and thereafter, the payment rate for day habilitation services will be equal to the HCS approved rate for day habilitation services for Level of Need 5; the payment rate for community supports will be equal to the HCS approved rate for supported home living, the payment rate for respite will be equal to the HCS approved rate for respite; and the payment rates for supported employment and employment assistance will be equal to the HCS approved rate for supported employment.

Add a new subsection (t) to state that, effective September 1, 2009 and thereafter, the payment rates for professional services, including physical therapy, occupational therapy, speech/hearing/language, nursing services provided by an RN, nursing services provided by an LVN, auditory services, dietary services, and behavioral support services and payment rates for requisition fees will be equal to the HCS approved rates for these services as determined in accordance with new §355.725, Reimbursement Methodology for Professional Services and Requisition Fees for Home and Community-based Services.

Fiscal Note

Gordon E. Taylor, Chief Financial Officer for the Department of Aging and Disability Services, has determined that during the first five-year period the amended rule is in effect there will be a fiscal impact to state government as result of increasing TxHmL rates to match HCS rates for similar services of $1,657,985 for state fiscal year (FY) 2010, $1,674,544 for FY 2011, $1,662,437 for SFY 2012, $1,662,437 for FY 2013, and $1,662,437 for FY 2014. There will be no fiscal impact from adjusting HCS nursing rates because any decrease in the unit rate will be offset by an increase in the number of units billed. It is anticipated that there will be no fiscal impact from adjusting HCS and TxHmL other professional services rates since the combined database contemplated in the amendments will be dominated by HCS and TxHmL units of service. The fiscal impact to state government of codifying a reimbursement methodology for payment rates for requisition fees in HCS will be $71,951 for state fiscal year (FY) 2010, $84,192 for FY 2011, $84,151 for SFY 2012, $84,151 for FY 2013, and $84,151 for FY 2014. There will be no fiscal impact from codifying a reimbursement methodology for payment rates for requisition fees in TxHmL since requisition fees are already paid in that program. The proposed rule will not result in any fiscal implications for local health and human services agencies. There are no fiscal implications for local governments as a result of enforcing or administering the section.

Small Business and Micro-business Impact Analysis

HHSC has determined that there is no adverse economic effect on small businesses or micro-businesses as a result of enforcing or administering the amendment. The implementation of the proposed rule amendment does not require any changes in practice or any additional cost to the contracted provider.

HHSC does not anticipate that there will be any economic cost to persons who are required to comply with this amendment. The amendment will not affect local employment.

Public Benefit

Carolyn Pratt, Director of Rate Analysis, has determined that for each of the first five years the amendment is in effect, the expected public benefit is that the same rates will be paid for similar professional services across §1915(c) waiver programs and that requisition fees will be made available in the HCS program. The rule amendment will also specify how TxHmL rates will be equal to similar rates in the HCS program beginning September 1, 2009 and will correctly describe vendor hold requirements for noncompliance with record keeping requirements.

Public Hearing

HHSC will hold a public hearing on July 7, 2009, at 9:30 a.m. (Central Time) to receive public comment on the proposal. The hearing will be held in the Lone Star Conference Room of the Health and Human Services Commission, Braker Center, Building H, 11209 Metric Boulevard, Austin, Texas. Entry is through Security at the main entrance of the building, which faces Metric Boulevard. Persons requiring Americans with Disabilities Act (ADA) accommodation or auxiliary aids or services should contact Meisha Scott by calling (512) 491-1453, at least 72 hours prior to the hearing so appropriate arrangements can be made.

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 Texas Government Code §2007.043.

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 environmental 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 environmental exposure.

Public Comment

Questions about the content of this proposal may be directed to Pam McDonald in the HHSC Rate Analysis Department by telephone at (512) 491-1373. Written comments on the proposal may be submitted to Ms. McDonald by facsimile at (512) 491-1998, by e-mail to pam.mcdonald@hhsc.state.tx.us, or by mail to HHSC Rate Analysis, Mail Code H-400, P.O. Box 85200, Austin, Texas 78708-5200, within 30 days of publication of this proposal in the Texas Register.

Statutory Authority

The amendment and new rule are proposed under Texas Government Code §531.033, which authorizes the Executive Commissioner of HHSC to adopt rules necessary to carry out the commission's duties; Texas Human Resources Code §32.021 and Texas Government Code §531.021(a), which provide HHSC with the authority to administer the federal medical assistance (Medicaid) program in Texas; and Texas Government Code §531.021(b), which establishes HHSC as the agency responsible for adopting reasonable rules governing the determination of fees, charges, and rates for medical assistance payments under the Human Resources Code, Chapter 32.

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

§355.725.Reimbursement Methodology for Professional Services and Requisition Fees for Home and Community-based Services (HCS).

(a) For professional services, including physical therapy, occupational therapy, speech/hearing/language, nursing services provided by a registered nurse, nursing services provided by an licensed vocational nurse, auditory services, dietary services, and behavioral support services, an allowable cost per unit of service is calculated for each contracted provider in accordance with §355.723 of this title (relating to Reimbursement Methodology for Home and Community-Based Services (HCS)). This adjusted allowable cost per unit of service may be combined into an array with the allowable cost per unit of service of similar services provided by other programs in determining rates for these services in accordance with §355.502 of this title (relating to Reimbursement Methodology for Professional Services in Home and Community-Based Services Waivers).

(b) Requisition fees. Requisition fees are reimbursements paid to the HCS contracted providers for their efforts in acquiring adaptive aids and minor home modifications for HCS participants. Requisition fee reimbursement for adaptive aids and minor home modifications will vary based on the actual cost of the adaptive aid and minor home modification. Reimbursements are determined using a method based on modeled projected expenses which are developed by using data from surveys; cost report data from similar programs; consultation with other service providers and/or professionals experienced in delivering contracted services; and/or other sources.

§355.791.Reporting Costs and Reimbursement Methodology for the Texas Home Living (TxHmL) Program.

(a) Submission of cost reports. On an annual basis, Texas Home Living (TxHmL) Program providers must submit cost reports as directed by the Health and Human Services Commission (HHSC) or its designee in accordance with §355.105 of this title (relating to General Reporting and Documentation Requirements, Methods, and Procedures).

(1) "Direct service costs" are defined in §355.102(f)(3) of this title (relating to General Principles of Allowable and Unallowable Costs). For purposes of this section, direct service costs include:

(A) costs associated with personnel who provide direct hands-on support for consumers and include personnel such as:

(i) direct care workers;

(ii) first-level supervisors of direct care workers;

(iii) registered nurses;

(iv) licensed vocational nurses; and

(v) other personnel who provide activities of daily living training and clinical program services; and

(B) costs related to:

(i) wage rates;

(ii) benefits;

(iii) payroll taxes;

(iv) contracts for direct services; and

(v) direct service supervision information; and

(C) leave (sick or vacation) in accordance with §355.103(b)(1)(A)(iii)(III)(-c-) of this title (relating to Specifications for Allowable and Unallowable Costs) including accrued leave if the TxHmL Program provider has implemented a written policy that entitles an employee to the cash value of accrued leave upon termination.

(2) For staff whose duties include work other than the provision of direct services, the proportion of work that is spent on direct services may be included in the direct service costs.

(A) The proportion of their salary and benefits that is compensation for direct services work can be included in the direct service cost report only to the extent that the salary and benefits for this direct service work must be the lesser of the actual wages and benefits or the wages and benefits for a comparable direct care worker assumed in the model.

(B) The TxHmL Program provider must have a procedure in place that specifies how direct service work time is allocated.

(3) TxHmL Program providers must report the following information in the Full Cost Report:

(A) direct service costs related to the delivery of direct services including, but not limited to community support services, supported employment, and the direct supervision of the delivery of these services; and

(B) indirect costs including but not limited to facility operating and administrative costs.

(4) These direct service costs and indirect costs may be either the TxHmL Program provider's actual expense or contracted expenditures.

(b) Record keeping requirements.

(1) A TxHmL Program provider must:

(A) retain records according to HHSC's requirements;

(B) ensure that records are accurate and sufficiently detailed to provide the legal, financial, and statistical information requested by HHSC; and

(C) maintain all work papers and any other records that support the information submitted on the Full Cost Reports relating to all allocations, cost centers, cost or statistical line items, surveys, and schedules.

(2) HHSC may require supporting documentation other than that contained in the cost report to substantiate reported information.

(3) A TxHmL Program provider must maintain documentation relating to compensation, bonuses, and benefits of each owner or related party in accordance with §355.105(b)(2)(B)(xi) of this title [(relating to General Reporting and Documentation Requirements, Methods, and Procedures)].

(4) A TxHmL Program provider must maintain clearly defined bonus policies in its written agreements with employees or in its overall employment policy in accordance with §355.103(b)(1)(A)(i) of this title [(relating to Specifications for Allowable and Unallowable Costs)] and for owners and related parties §355.105(b)(2)(B)(xi)(I) of this title [(relating to General Reporting and Documentation Requirements, Methods, and Procedures)].

(5) A TxHmL Program provider must maintain clearly defined benefit policies in its written agreements with employees or in its overall employment policy in accordance with §355.103(b)(1)(A)(iii) of this title [(relating to Specifications for Allowable and Unallowable Costs)] and for owners and related parties §355.105(b)(2)(B)(xi)(II) of this title [(relating to General Reporting and Documentation Requirements, Methods, and Procedures)].

(6) A TxHmL Program provider must maintain documentation for each employee that clearly identifies each compensation component, including regular pay, overtime pay, incentive pay, mileage reimbursements, bonuses, sick leave, vacation, other paid leave, deferred compensation, retirement contributions, TxHmL Program provider-paid instructional courses, health insurance, disability insurance, life insurance, and any other form of compensation.

(A) Types of documentation would include insurance policies, TxHmL Program provider benefit policies, records showing paid leave accrued and taken, documentation to support hours (regular and overtime) worked and wages paid, and mileage logs or other documentation to support mileage reimbursements and travel allowances.

(B) For accrued benefits, the documentation must clearly identify the period of the accrual. For example, if an employee accrues two weeks of vacation during 20X1 and receives the corresponding vacation pay during 20X3, that employee's compensation documentation for 20X3 should clearly indicate that the vacation pay received had been accrued during 20X1.

(c) Noncompliance with record keeping requirements. Failure to maintain accurate records is a violation of the TxHmL Program provider contract, and will result in HHSC notifying DADS [ TDMHMR] to place the TxHmL Program provider [ and all waiver contracts] on vendor hold.

(d) Cost reporting. A TxHmL Program provider must complete Full Cost Reports in accordance with HHSC's rules, regulations, and instructions.

(1) Providers must follow the cost-reporting guidelines as specified in §355.105 of this title [(relating to General Reporting and Documentation Requirements, Methods, and Procedures)].

(2) Providers must follow the guidelines in determining whether a cost is allowable or unallowable as specified in §355.102 and §355.103 of this title (relating to General Principles of Allowable and Unallowable Costs, and Specifications for Allowable and Unallowable Costs), in addition to the following.

(3) Revenues must be reported on the cost report in accordance with §355.104 of this title (relating to Revenues).

(4) Allowable compensation for owners and related parties and definitions of owners and related parties are specified in §355.102(i) and §355.103(b)(2) of this title [(relating to General Principles of Allowable and Unallowable Costs, and Specifications for Allowable and Unallowable Costs)]. Owner and related party employees who provide both direct care and indirect services must maintain daily time sheets that record the time spent on activities in each area. The provider must maintain documentation relating to compensation, bonuses, and benefits of each owner or related party in accordance with §355.105(b)(2)(B)(xi) of this title [(relating to General Reporting and Documentation Requirements, Methods, and Procedures)]. The maximum hours per fiscal year that an owner and related party employee may report on the cost report is 2080 hours per fiscal year.

(e) Cost certification. A TxHmL Program provider must certify the accuracy of cost reports submitted to HHSC. A TxHmL Program provider may be liable for civil and/or criminal penalties if the cost report is not completed according to HHSC requirements.

(f) Due date. A TxHmL Program provider must submit Full Cost Reports in accordance with §355.105(c) of this title [(relating to General Reporting and Documentation Requirements, Methods, and Procedures)].

(g) Extension of due date. HHSC may grant extensions of due dates for good cause in accordance with §355.105(c)(2) of this title.

(h) Cost data. HHSC may at times require additional financial and statistical information to assess the fiscal integrity of the TxHmL Program in accordance with §355.105(c)(3) of this title.

(i) Failure to submit requested data. Failure to submit acceptable cost data by the due date constitutes a violation of the TxHmL Program provider contract and may result in vendor hold.

(j) Review of cost data. HHSC reviews each TxHmL Program provider's cost data to determine whether the financial and statistical information submitted conforms to all applicable rules and instructions. Forms that are not completed according to HHSC's instructions or rules may be returned to the TxHmL Program provider for proper completion.

(k) Desk reviews or field audits are performed on cost reports for all contracted providers. The frequency and nature of the field audits are determined by HHSC to ensure the fiscal integrity of the program. Desk reviews and field audits will be conducted in accordance with §355.106 of this title (relating to Basic Objectives and Criteria for Audit and Desk Review of Cost Reports), and providers will be notified of the results of a desk review or a field audit in accordance with §355.107 of this title (relating to Notification of Exclusions and Adjustments).

(l) Access to records. Each TxHmL Program provider must allow access by HHSC or its authorized representatives to any and all records necessary to verify cost data submitted to HHSC.

(1) This requirement includes records pertaining to related-party transactions and other business activities engaged in by the TxHmL Program provider that are directly or indirectly related to the provision of contracted services.

(2) Failure to allow inspection of pertinent records within 10 working days following written notice from HHSC constitutes a violation of the TxHmL Program provider contract.

(3) If the administrative office or other entity pertaining to a multi-contract operation refuses access to records, then the penalties are extended to all of the TxHmL Program provider's entities having Medicaid contracts with DADS [TDMHMR].

(4) Additional rules regarding access to records that are out-of-state may be found in §355.105 of this title [(relating to General Reporting and Documentation Requirements, Methods, and Procedures)].

(m) Reviews of exclusions or adjustments. An TxHmL Program provider who disagrees with HHSC's exclusion or adjustment of items in cost reports may request an informal review and, when appropriate, an administrative hearing as specified in §355.110 of this title (relating to Informal Reviews and Formal Appeals).

(n) Notification of exclusions and adjustments. HHSC will notify a TxHmL Program provider of exclusions and any adjustments, including caps applied, to reported costs in accordance with §355.107 of this title [(relating to Notification of Exclusions and Adjustments) ].

(o) General requirements. HHSC determines reimbursement rates according to §355.101 of this title (relating to Introduction).

(p) Payment rate determination. For the initial reimbursement period, beginning the effective date of the Center for Medicare and Medicaid Services (CMS) approval of the waiver, payment rates are those rates determined for other Medicaid programs with similar services. When payment rates are not available from other Medicaid programs with similar services, payment rates are determined on a pro forma approach in accordance with §355.101(c)(2)(B) and §355.105(h) of this title [(relating to General Reporting and Documentation Requirements, Methods, and Procedures)].

(q) Payment rates for TxHmL services in effect for the initial reimbursement period will remain in effect until HHSC obtains sufficient reliable cost data to determine new payment rates.

(r) Each TxHmL Program provider's total reported allowable costs, excluding depreciation and mortgage interest, are projected from the historical cost-reporting period to the prospective reimbursement period as described in §355.108 of this title (relating to Determination of Inflation Indices). HHSC may adjust reimbursement if new legislation, regulations, or economic factors affect costs, according to §355.109 of this title (relating to Adjusting Reimbursement When New Legislation, Regulations, or Economic Factors Affect Costs).

(s) Effective September 1, 2009 and thereafter, the payment rate for day habilitation services will be equal to the Home and Community-based Services (HCS) waiver program approved rate for day habilitation services for Level of Need 5; the payment rate for community supports will be equal to the HCS waiver program approved rate for supported home living; the payment rate for respite will be equal to the HCS waiver program approved rate for respite; and the payment rates for supported employment and employment assistance will be equal to the HCS waiver program approved rate for supported employment. The referenced HCS waiver program approved rates are calculated in accordance with §355.723 of this title (relating to Reimbursement Methodology for Home and Community-based Services (HCS)).

(t) Effective September 1, 2009 and thereafter, the payment rates for professional services, including physical therapy, occupational therapy, speech/hearing/language, nursing services provided by an RN, nursing services provided by an LVN, auditory services, dietary services, behavioral support services, and requisition fees will be equal to the HCS waiver program approved rates for these services as calculated in accordance with §355.725 of this title (relating to Reimbursement Methodology for Professional Services and Requisition Fees for Home and Community-based Services (HCS)).

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 June 22, 2009.

TRD-200902560

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: August 2, 2009

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


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, under Title 1, Part 15, Chapter 355, Subchapter H.

Background and Justification

This rule establishes the reimbursement methodology for 24-Hour Residential Child-Care Reimbursements. HHSC, under its authority and responsibility to administer and implement rates, is proposing changes to this rule to outline how the 24-Hour Residential Child-Care rates effective September 1, 2009, through August 31, 2011, will be determined. The proposed amendment will adjust payment rates for the 24-Hour Residential Child-Care program to comply with the 2010-11 General Appropriations Act (Article II, Health and Human Services, 81st Legislature, Regular Session, 2009), which appropriated general revenue funds for provider rate increases for this program.

Section-by-Section Summary

The proposed amendments to §355.7103 are as follows:

Add a new subsection (q) to state that for the state fiscal year 2010 through 2011 biennium:

For foster families, the payments effective September 1, 2009, through August 31, 2011 for each level of service will be equal to the minimum rate paid to foster families for that level of service in effect August 31, 2009, plus 3.33 percent.

For child placing agencies (CPAs), the rates effective September 1, 2009, through August 31, 2011, for each level of service will be equal to the rate paid to CPAs for that level of service in effect August 31, 2009, plus 2.41 percent, which is equivalent to a 1.33 percent increase for CPA retainage and a 3.33 percent increase in pass-through funds for foster families. The following facility types are included as CPAs: independent foster family/group homes; independent therapeutic foster family/group homes; independent habilitative foster family/group homes; and independent primary medical needs foster family/group homes.

For residential care facilities (RCFs), the rates effective September 1, 2009, through August 31, 2011, for each level of service will be equal to the rate paid to RCFs for that level of service in effect August 31, 2009, plus 9.30 percent.

For emergency shelters, the rate effective September 1, 2009, through August 31, 2011, will be equal to the rate in effect August 31, 2009, plus 8.68 percent.

For psychiatric step-down services, the rate effective September 1, 2009, through August 31, 2011, will be equal to the rate in effect on August 31, 2009.

Fiscal Note

Cindy Brown, Chief Financial Officer for the Department of Family and Protective Services (DFPS), has determined that during the first five-year period the amended rule is in effect there will be a fiscal impact to state government of $6,250,289 for state fiscal year (FY) 2010, $6,725,087 for FY 2011, $7,304,545 for FY 2012, $7,661,159 for FY 2013, and $7,974,747 for FY 2014. The proposed rule will not result in any fiscal implications for local health and human services agencies. There are no fiscal implications for local governments as a result of enforcing or administering the section.

Small Business and Micro-business Impact Analysis

HHSC has determined that there is no adverse economic effect on small businesses or micro-businesses as a result of enforcing or administering the amendment. The implementation of the proposed rule amendment does not require any changes in practice or any additional cost to the contracted provider.

HHSC does not anticipate that there will be any economic cost to persons who are required to comply with this amendment. The amendment will not affect local employment.

Public Benefit

Carolyn Pratt, Director of Rate Analysis, has determined that, for each of the first five years the amendment is in effect, the expected public benefit is that foster families, CPAs, RTCs, emergency shelters and providers of psychiatric step-down services will be paid the proper reimbursement rates in compliance with legislative appropriations.

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 Texas Government Code §2007.043.

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 environmental 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 environmental exposure.

Public Comment

Questions about the content of this proposal may be directed to Pam McDonald in the HHSC Rate Analysis Department by telephone at (512) 491-1373. Written comments on the proposal may be submitted to Ms. McDonald by facsimile at (512) 491-1998, by e-mail to pam.mcdonald@hhsc.state.tx.us, or by mail to HHSC Rate Analysis, Mail Code H-400, P.O. Box 85200, Austin, Texas 78708-5200, within 30 days of publication of this proposal in the Texas Register.

Statutory Authority

The amendment is proposed under Texas Government Code §531.033, which authorizes the Executive Commissioner of HHSC to adopt rules necessary to carry out the Commission's duties; Texas 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 §40.4004(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) - (p) (No change.)

(q) For the state fiscal year 2010 through 2011 biennium, for foster families, the payments effective September 1, 2009, through August 31, 2011, for each level of service will be equal to the minimum rate paid to foster families for that level of service in effect August 31, 2009, plus 3.33 percent. For Child Placing Agencies (CPAs), the rates effective September 1, 2009, through August 31, 2011, for each level of service will be equal to the rate paid to CPAs for that level of service in effect August 31, 2009, plus 2.41 percent, which is equivalent to a 1.33 percent increase for CPA retainage and a 3.33 percent increase in pass-through funds for foster families. For Residential Care Facilities (RCFs), the rates effective September 1, 2009, through August 31, 2011, for each level of service will be equal to the rate paid to RCFs for that level of service in effect August 31, 2009, plus 9.30 percent. For Emergency Shelters, the rate effective September 1, 2009, through August 31, 2011, will be equal to the rate in effect August 31, 2009, plus 8.68 percent. For psychiatric step-down services, the rate effective September 1, 2009, through August 31, 2011, will be equal to the rate in effect on August 31, 2009.

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 June 18, 2009.

TRD-200902482

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: August 2, 2009

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


SUBCHAPTER J. PURCHASED HEALTH SERVICES

DIVISION 4. MEDICAID HOSPITAL SERVICES

1 TAC §355.8052

The Texas Health and Human Services Commission (HHSC) proposes to amend Title 1, Part 15, Subchapter J, §355.8052, concerning Inpatient Hospital Reimbursement. The amendments update the Medicaid inpatient hospital reimbursement methodology for fiscal year 2010 and to remove references to fiscal year 2009 rebasing.

Background and Justification

This proposed amendment will change the Medicaid inpatient hospital reimbursement methodology within §355.8052 to remove references to fiscal year 2009 rebasing, and to give HHSC the authority to rebase and proportionately adjust inpatient hospital payment division standard dollar amounts within current appropriations for payments during fiscal year 2010 in accordance with the 2010-11 General Appropriations Act (Article II, Health and Human Services Commission, Rider 68, S.B. 1, 81st Legislature, Regular Session, 2009).

Rebasing inpatient hospital rates for fiscal year 2009, provided for in the current version of §355.8052, was contingent on the federal Centers for Medicare and Medicaid Services (CMS) approving and HHSC implementing the Medicaid reform waiver. Because CMS has not approved HHSC's pending Medicaid reform waiver, HHSC will not rebase Medicaid inpatient hospital rates for fiscal year 2009.

The payment division standard dollar amount (PDSDA) is a component of the Medicaid inpatient reimbursement formula for hospitals. The PDSDA is the weighted average dollar amount per claim calculated for all hospitals in a payment division, which is a grouping of hospital-specific standard dollar amounts (HSDA). The HSDA is based on each hospital's average cost per claim for a designated base year, adjusted by the case mix index and cost-of-living index.

HHSC proposes to amend §355.8052 to rebase and adjust PDSDAs during fiscal year 2010 to be applied prospectively. For fiscal year 2010, HHSC will rebase the PDSDAs for inpatient hospitals using a base year of federal fiscal year 2008. The federal fiscal year 2008 base year will include the 6-month grace period through March 31, 2009. HHSC has elected to use the 12-month period of federal fiscal year 2008 to reflect the change to Medicare Severity Diagnosis Related Groups (DRG) that occurred in October 2007. HHSC will adjust PDSDAs proportionately for each hospital so that the resulting expenditures incurred using the recomputed PDSDAs are not higher than the funds appropriated to HHSC for this purpose. In addition, a few identified hospitals' current PDSDAs will be adjusted to correspond to current payment divisions, and these adjusted PDSDAs will be used in the proportional rebasing. This adjustment is intended to ensure that all hospitals are consistently reimbursed based on legislative guidance and HHSC policy and regulation.

Diagnosis Related Group (DRG) statistics (relative weight, mean length of stay, and day outlier threshold) are another component of the Medicaid inpatient hospital reimbursement formula. The proposed amendment gives HHSC the authority to update all DRG statistics for fiscal year 2010 based on federal fiscal year 2008 base-year claims information. HHSC will implement the DRG update prospectively when it implements the rebased PDADAs. HHSC is updating DRG statistics as part of the rebasing and to better reflect differences in the complexity of care.

The rebasing of the PDSDAs and the DRG changes described above will not result in any fiscal impact to the state.

The proposed amendment also clarifies the sections of the rule related to the rates for new hospitals and hospital mergers. The amendment defines the duration of the new-hospital PDSDA as five years from the effective date of the new hospital PDSDA rate. The proposed amendment clarifies that for merged hospitals, the combined PDSDA, which results in one reimbursement rate for the merged hospitals, applies as of the date the Medicare program recognizes the merger. The amendment proposes additional methodologies for calculating merged hospital PDSDAs.

Section-by-Section Summary

Proposed §355.8052(a) updates paragraph (1) to remove references to fiscal year 2009. Paragraph (3) provides that HHSC will send each hospital a final notification letter reporting the hospital's PDSDA for each fiscal year or any portion thereof designated by HHSC, including any adjustment of its PDSDA. Subsection (a)(4) is updated to allow HHSC to rebase at its discretion during the state fiscal year that is three years after the last rebasing if funds have not been appropriated for that purpose.

Proposed §355.8052(c)(28) adds a definition of "payment division index (PDI)" as a list of all payment divisions and their corresponding valid PDSDAs. Paragraphs following the new definition are renumbered.

Proposed §355.8052(c)(29) adds to the definition of PDSDA that a PDSDA may be adjusted pursuant to §355.201 of this title, if necessary.

Proposed §355.8052(c)(30) adds a definition of "rebasing" as the process for calculating DRG statistics and each hospital's PDSDA.

Proposed §355.8052(d) updates the subsection heading to include "Calculations" to indicate this subsection is for the purpose of calculating the hospitals' PDSDAs. Paragraph (1) removes the rule language specific to recalculation of PDSDAs in fiscal year 2009.

Proposed §355.8052(d)(2) states that HHSC may adjust a hospital's PDSDA in accordance with §355.201 of this title and removes the rule language specific to adjustment of PDSDAs in fiscal year 2009. The proposed amendment adds language regarding adjusting the PDSDA of any hospital that was not active for reimbursement purposes during any period in which HHSC adjusted rates and whose PDSDA is not reflected in the PDI.

Proposed §355.8052(d)(5) explains that each payment division is assigned a number in the payment division index (PDI) and provides an example of how hospitals are grouped within a payment division.

Proposed §355.8052(d)(6)(D) contains the "Minimum PDSDA" language that previously was in paragraph (7).

Proposed §355.8052(d)(7) adds a new paragraph, "Payment Division Index (PDI)." Subparagraph (A) explains that after a hospital has been assigned a payment division number, the corresponding PDSDA will be subject to adjustment in accordance with subsection (d)(2). Subparagraph (B) describes the application of the minimum PDSDA for adjusted PDSDAs below this floor. Subparagraph (C) describes the universal mean PDSDA calculation to include the applicable adjustment and the payment division designation. Subparagraph (D) applies any adjustment in accordance with subparagraph (A) of this paragraph to the "new hospital rate."

Proposed §355.8052(d)(8) removes the description of the calculation of the PDSDA for specific types of hospitals receiving the universal mean PDSDA, which was moved to subsection (d)(7)(C).

Proposed §355.8052(d)(8)(B) describes the rate determination process for new hospitals and identifies the time period during which the rate will be in effect. The amendment changes the duration period of the rate for new hospitals from five years from enrollment to five years from the effective date of the rate. Clause (iv) provides that the calculation of the PDSDA for new hospitals is subject to the adjustments described in paragraph (7).

Proposed §355.8052(d)(9)(A) clarifies that hospitals seeking to merge must provide notice to HHSC.

Proposed §355.8052(d)(9)(B) describes different methodologies for calculating the PDSDA for merging hospitals depending on the merging hospitals' current PDSDAs and any adjustments or realignments of the PDSDAs. Clauses (i) and (iii) set out procedures for merging hospitals after rebasing has been completed. The procedure in clause (i) applies when none of the merging hospitals received an adjusted or realigned PDSDA. The procedure in clause (iii) applies when the merger involves at least one hospital having a PDSDA that is not based on the average base-year cost per claim for that hospital. The procedure in clause (iv) is used when a merger is recognized during the rebasing of hospital PDSDAs. Clauses (i), (iii), and (iv) clarify the effective date for the merged hospital's PDSDA.

Proposed §355.8052(d)(9)(C) clarifies that HHSC will not recalculate the PDSDA for a hospital acquired in an acquisition or buyout unless the acquisition or buyout resulted in the purchased or acquired hospital becoming part of another Medicaid participating provider. HHSC will continue to reimburse based on the acquired hospital's PDSDA.

Proposed §355.8052(f)(2) clarifies that a hospital may not request a review regarding the elements of the prospective payment methodology used by HHSC.

Proposed §355.8052(h)(3) clarifies that HHSC may require a hospital to provide additional data with its hospital cost report in the specified format and timeframe prescribed by HHSC.

Other changes are made throughout the rule to update references and for consistency with common usage.

Fiscal Note

Thomas M. Suehs, Deputy Executive Commissioner for Financial Services, has determined that during the first five-year period the proposed rule is in effect there will be no fiscal impact to state government as a result of rebasing and proportionately adjusting inpatient hospital payment division standard dollar amounts within current appropriations.

HHSC anticipates that the net fiscal impact of the amendment to all Medicaid hospitals will be zero. While the changes to the inpatient reimbursement methodology may increase or decrease Medicaid revenue to individual hospitals, including hospital districts, local governments will not incur additional costs as a result of the amendment. The proposed rule will not result in any fiscal implications for local health and human services agencies.

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 proposal, as they will not be required to alter their business practices as a result of the rule. There are no anticipated economic costs to persons who are required to comply with the proposed rule.

HHSC is unable to determine the fiscal impact on acute care hospitals that meet the state criteria for qualifying as a small business, either positively or adversely. The information and data required to complete the analysis for each hospital will not be available for at least six months.

Public Benefit

Carolyn Pratt, Director of Rate Analysis, has determined that for each year of the first five years the proposed rule is in effect, the public will benefit from adoption of the amendment. The anticipated public benefit, as a result of enforcing the amendment, will be to clarify that rebasing will not occur in fiscal year 2009 and that HHSC will update the Medicaid inpatient hospital reimbursement methodology during fiscal year 2010 within current appropriations in order to pay inpatient reimbursement rates that more closely approximate all hospitals' costs. Also, the rule clarifies how new hospital and merged hospital payments are determined.

Regulatory Analysis

HHSC has determined that this proposal is not a "major environmental rule" as defined by §2001.0225 of the Texas Government Code. A "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 environmental 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 environmental 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.

Public Comment

Written comments on the proposal may be submitted to Chris Dockal, Senior Rate Analyst in the Rate Analysis Department, Texas Health and Human Services Commission, P.O. Box 85200, MC-H400, Austin, Texas 78708-5200; by fax (512) 491-1983; or by e-mail at chris.dockal@hhsc.state.tx.us within 30 days of publication of this proposal in the Texas Register.

Statutory Authority

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

The proposed amendment 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.

§355.8052.Inpatient Hospital Reimbursement.

(a) Application and general reimbursement method.

(1) The prospective payment system described in this section applies to inpatient hospital payments [ for admissions beginning in Fiscal Year (FY) 2009].

(2) HHSC calculates reimbursement for a covered inpatient hospital service, determined in subsection (g) of this section, by multiplying the hospital's payment division standard dollar amount, determined in subsection (d) of this section, by the relative weight for the appropriate diagnosis-related group, determined in subsection (e) of this section.

(3) HHSC will send a hospital an initial notification letter describing the hospital-specific and payment division standard dollar amounts resulting from the rebasing process referenced [, determined] in subsection (d)(1) of this section. HHSC will send a hospital a final notification letter reporting the hospital's PDSDA for a given fiscal year or any portion thereof designated by HHSC, which may include any adjustment described in subsection (d) of this section [payment division standard dollar amount, adjusted as described in subsection (d)(2) of this section, to be used in calculating the hospital's reimbursements].

(4) HHSC will rebase hospital-specific and payment division standard dollar amounts [in subsequent years] when funds are appropriated for that purpose or, at its discretion, during the state fiscal year that is three years after the last rebasing year.

(b) Exceptions. The prospective payment system described in this section does not apply to the following types of hospitals for covered inpatient hospital services:

(1) In-state and out-of-state children's hospitals. In-state and out-of-state children's hospitals are reimbursed using the methodology described in §355.8054 of this chapter (relating to Children's Hospital Reimbursement Methodology).

(2) State-owned teaching hospitals. A state-owned teaching hospital is reimbursed in accordance with the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA) principles using the methodology described in §355.8056 of this chapter (relating to State-Owned Teaching Hospital Reimbursement Methodology).

(3) Freestanding psychiatric hospitals. A freestanding psychiatric hospital is reimbursed under the methodology described in §355.8063 of this chapter (relating to Reimbursement Methodology for Inpatient Hospital Services).

(c) Definitions. When used in this section, and §355.8054 and §355.8056 of this chapter, the following words and terms will have the following meanings, unless the context clearly indicates otherwise.

(1) Adjudicated--The approval or denial of an inpatient hospital claim by HHSC.

(2) Average base year cost per claim--One factor used in arriving at the hospital-specific standard dollar amount; the arithmetic mean of base year costs per claim for a hospital, obtained by dividing the sum of all base year costs per claim for that hospital by the number of base year claims in the set.

(3) Base year--A period of 12 consecutive months selected by HHSC.

(4) Base year claims--All Medicaid inpatient hospital claims for reimbursement filed by a hospital that:

(A) Have a date of admission occurring within the base year;

(B) Are adjudicated and approved for payment during the base year and the six-month grace period that immediately follows the base year or another grace period designated by HHSC and communicated in writing to all hospitals;

(C) Are not claims for patients who are covered by Medicare; and

(D) Are not Medicaid spend-down claims.

(5) Base year cost per claim--One factor used in arriving at the hospital-specific standard dollar amount; the cost for a claim that would have been made to a hospital if HHSC reimbursed the hospital under methods and procedures used in the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA), described in subsection (d)(3)(A) of this section.

(6) Case mix index--The average relative weight of a hospital's base year claims, obtained by summing the hospital's relative weights for all base year claims divided by the total number of that hospital's base year claims.

(7) Cost-of-Living Index--An adjustment applied to hospital-specific standard dollar amounts based on the Market Basket Index to account for changes in cost of living.

(8) Cost outlier payment adjustment--A payment adjustment for a claim with extraordinarily high costs.

(9) Cost outlier threshold--One factor used in determining the cost outlier payment adjustment.

(10) Data entry error--An error resulting from mis-keyed or mistyped data that is different from the intended entry. This type of error does not include the omission of claims approved for payment after the base year and grace period.

(11) Day outlier threshold--One factor used in determining the day outlier payment adjustment.

(12) Day outlier payment adjustment--A payment adjustment for a claim with an extended length of stay.

(13) Diagnosis-related group (DRG)--The classification of medical diagnoses as defined in the Medicare DRG system or as otherwise specified by HHSC.

(14) Final settlement--Reconciliation of cost in the Medicare/Medicaid hospital fiscal year end cost report performed by HHSC within six months after HHSC receives the cost report audited by a Medicare intermediary, or in the case of children's hospitals, audited by HHSC.

(15) HHSC--The Texas Health and Human Services Commission or its designee.

(16) Hospital-specific [Hospital--specific ] standard dollar amount (HSDA)--One factor used in arriving at the payment division standard dollar amount (PDSDA); the average base year cost per claim for a hospital, adjusted by the case mix index and cost-of-living index.

(17) In-state children's hospital--A hospital located within Texas that is recognized by Medicare as a children's hospital and is exempted by Medicare from the Medicare prospective payment system.

(18) Interim payment--An initial payment made to a hospital that is later settled to Medicaid-allowable costs, for hospitals reimbursed under methods and procedures in the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA).

(19) Interim rate--The ratio of Medicaid allowed inpatient costs to Medicaid allowed inpatient charges filed on a hospital's Medicare/Medicaid cost report, or inpatient cost-to-charge ratio, expressed as a percentage. The interim rate established at tentative settlement includes incentive and penalty payments associated with TEFRA target caps to the extent that they continue to be permitted by federal law and regulation.

(20) Market Basket Index--The Centers for Medicare and Medicaid Services (CMS) projection of the annual percentage increase in hospital inpatient operating costs, as defined in 42 C.F.R. §413.40.

(21) Mathematical error--An error that results from the erroneous application of variables, quotients, or functions within a methodology formula resulting in a different result than intended methodology results. This type of error does not include the omission of claims approved for payment after the base year and grace period.

(22) Mean length of stay (MLOS)--One factor used in determining the payment amount calculated for each diagnosis related group; for each diagnosis related group, the average number of days that a patient stays in the hospital.

(23) Military hospital--A hospital operated by the armed forces of the United States.

(24) New hospital--A hospital that was newly constructed and enrolled as a Medicaid provider after the end of the base year.

(25) Newly enrolled hospital--A hospital that was assigned a new Texas Provider Identification number (TPI) and was enrolled as a Medicaid provider after the end of the base year.

(26) Out-of-state children's hospital--A hospital located outside of Texas that is recognized by Medicare as a children's hospital and is exempted by Medicare from the Medicare prospective payment system.

(27) Payment division--A group of hospitals whose calculated hospital-specific standard dollar amounts fall within a $100 range, where the $100 increments begin at zero.

(28) Payment division index (PDI)--A list of all payment divisions and their corresponding valid payment division standard dollar amounts.

(29) [(28)] Payment division standard dollar amount (PDSDA)--The weighted average dollar amount per claim calculated for all hospitals in a payment division, adjusted pursuant to §355.201 of this title (relating to Establishment and Adjustment of Reimbursement Rates by the Health and Human Services Commission), if necessary.

(30) Rebasing--Calculation of the TEFRA cost for base year claims for each Medicaid inpatient hospital. The TEFRA costs for base year claims will be used to recalculate HSDAs, PDSDAs, and DRG statistics (relative weight, mean length of stay, and day outlier threshold) using the methods described in this section.

(31) [(29)] Relative weight--The weighting factor HHSC assigns to a diagnosis related group representing the time and resources associated with providing services for that diagnosis related group.

(32) [(30)] State-owned teaching hospital--The following hospitals: University of Texas Medical Branch (UTMB); University of Texas Health Center Tyler; and M.D. Anderson Hospital.

(33) [(31)] TEFRA cost for rebasing--One factor used in arriving at the hospital-specific standard dollar amount; Medicaid allowable charges for base year claims adjusted to cost by the interim rate derived from tentative or final settlement of cost reports that cover time periods in the base year.

(34) [(32)] TEFRA target cap--A limit set under the Social Security Act §1886(b) (42 U.S.C. §1395ww(b)) and applied to the cost settlement for a hospital reimbursed under methods and procedures in the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA). TEFRA target cap is not applied to patients under age 21, and incentive and penalty payments associated with this limit are not applicable to patients under age 21.

(35) [(33)] Tentative settlement--Reconciliation of cost in the Medicare/Medicaid hospital fiscal year-end cost report performed by HHSC within six months after HHSC receives an acceptable cost report filed by a hospital.

(36) [(34)] Universal mean [Mean ]--Average base year cost per claim for all hospitals.

(37) [(35)] Weighted hospital-specific standard dollar amount (HSDA)--One factor used in arriving at the payment division standard dollar amount; the product obtained by multiplying a hospital's hospital-specific standard dollar amount by the number of its base year claims.

(d) Payment Division Standard Dollar Amount (PDSDA) Calculations. HHSC will use the methodologies described in this subsection to determine the PDSDA for a hospital.

(1) Rebasing [Recalculation of] PDSDAs.

[(A)] HHSC may [will] recalculate a hospital's PDSDA using [ PDSDAs for payments in FY 2009 unless:]

[(i) HHSC's application for the Medicaid reform waiver authorized under Senate Bill 10 (80th Legislature, Regular Session, Chapter 268, §7 (2007) does not receive federal approval;]

[(ii) HHSC does not implement the Medicaid reform waiver authorized under Senate Bill 10 (80th Legislature, Regular Session, Chapter 268, §7 (2007); or]

[(iii) Funds are not available for the purpose of recalculating PDSDAs.]

[(B) In the event HHSC does not recalculate PDSDAs for payments in FY 2009, payments will be based on the rates in effect on August 31, 2008.]

[(C)] [HHSC recalculates PDSDAs for payments in FY 2009 using FY 2006] base year claims. HHSC will not include claims that are adjudicated and approved for payment after the base year and subsequent six-month grace period. The six-month grace period is intended to allow HHSC to include [ inclusion of ] as many base year claims as possible, given practical time constraints.

(2) Adjustment of PDSDAs.

(A) HHSC may adjust a hospital's PDSDA [PDSDAs ] in accordance with §355.201 of this title [if HHSC determines that a recalculated PDSDA may have a significant and measurable effect on provider participation or have a significant and measurable effect on a provider's ability to deliver services].

(B) For a hospital that was inactive for reimbursement purposes during any period in which HHSC made an adjustment:

(i) HHSC will adjust the hospital's PDSDA accordingly; and

(ii) HHSC will assign the hospital to a payment division within the PDI that corresponds to the PDSDA as determined in clause (i) of this subparagraph.

[(B) If HHSC recalculates PDSDAs for payments in FY 2009, HHSC will:]

[(i) Adjust PDSDAs pro rata among hospitals to available funds;]

[(ii) Exempt a hospital from the adjustment in clause (i) of this subparagraph if such adjustment would result in a lower rate than the hospital received as of August 31, 2008, in order to preserve the Medicaid provider base, ensure access to Medicaid hospital services, and minimize the effects of PDSDA decreases;]

[(iii) Apply a rate in place of the PDSDA, for a hospital that is exempted under clause (ii) of this subparagraph, that is the lesser of:]

[(I) the rate the hospital received as of August 31, 2008; or]

[(II) the fully rebased PDSDA before applying the adjustment described in clause (i) of this subparagraph;]

[(iv) Apply the PDSDA described in clause (i) of this subparagraph for all hospitals that are not exempted under clause (ii) of this subparagraph, without any recalculation within the payment divisions; and]

[(v) Not apply to any hospital a rate lower than the minimum PDSDA described in paragraph (7) of this subsection.]

(3) Hospital-specific standard dollar amount (HSDA). Using base year claims, HHSC calculates an HSDA for each hospital as follows:

(A) Determines for each claim, the base year cost per claim, which is the greater of:

(i) the amount of TEFRA cost for rebasing, which is calculated under paragraph (10) of this subsection; or

(ii) payments from other insurance;

(B) Sums the dollar amount for each hospital's base year costs per claim determined in subparagraph (A) of this paragraph;

(C) Calculates the average base year cost per claim by dividing the result in subparagraph (B) of this paragraph by the total number of base year claims for the hospital;

(D) Calculates the case mix index by summing the hospital's relative weights for all base year claims divided by the total number of that hospital's base year claims;

(E) Divides the average base year cost per claim determined in subparagraph (C) of this paragraph by the hospital's case mix index determined in subparagraph (D) of this paragraph; and

(F) Multiplies the result in subparagraph (E) of this paragraph by the cost-of-living index described in paragraph (4) of this subsection to adjust costs from the base year to the rebased-rate year, which results in the HSDA.

(4) Cost-of-Living Index. HHSC updates HSDAs by applying a cost-of-living index to the HSDA established for the base year. HHSC uses the CMS Prospective Payment System Hospital Market Basket Index based on a federal fiscal year adjusted to a state fiscal year.

(5) Payment Divisions. HHSC groups hospital HSDAs into payment divisions by one-hundred-dollar ($100) increments beginning at zero. Each payment division is assigned a number in the PDI. For example, all hospitals with HSDAs between $1,700.00 and $1,799.99 [$1,600.00 and $1,699.99] are grouped together in payment division number 18 within the PDI.

(6) Payment Division Standard Dollar Amount (PDSDA).

(A) HHSC computes a PDSDA for all hospitals within a payment division as follows:

(i) multiplies each hospital's HSDA by the hospital's total number of base year claims, resulting in a weighted HSDA;

(ii) sums the weighted HSDAs determined in clause (i) of this subparagraph for all hospitals within a payment division; and

(iii) divides the result in clause (ii) of this subparagraph by the total number of base year claims for all hospitals within a payment division, which results in the PDSDA.

(B) The PDSDA calculation does not include data from the following types of hospitals:

(i) out-of-state hospitals;

(ii) military hospitals;

(iii) new or newly enrolled hospitals;

(iv) in-state and out-of-state children's hospitals;

(v) inpatient psychiatric hospitals; and

(vi) state-owned teaching hospitals.

(C) If a payment division has fewer than 20 total base year claims, HHSC considers that payment division to be [ statistically] invalid. Hospitals within that payment division are assigned a PDSDA equal to the mathematically closest valid PDSDA.

(D) [(7)] Minimum PDSDA. The minimum PDSDA of $1,600.00 is applied to any hospital with an HSDA equal to or less than $1,600.00.

(7) Payment Division Index (PDI).

(A) After all hospitals have been assigned a payment division number, HHSC will adjust the standard dollar amount for that payment division in accordance with paragraph (2) of this subsection. The resulting PDSDA is the reimbursement rate for all hospitals assigned that payment division number. The PDI is the list of all payment division numbers and the corresponding valid PDSDAs.

(B) If the resulting PDSDA is less than $1,600.00, the minimum PDSDA is applied.

(C) HHSC will assign a payment division designation to the universal mean plus the cost-of-living update used in the most recent rebasing calculation and will apply any adjustments under subparagraph (A) of this paragraph. The resulting amount is the PDSDA for the payment division assigned to hospitals listed in paragraph (8)(A) of this subsection.

(D) HHSC will assign a payment division designation to be used for a new hospital reimbursement rate. HHSC will calculate the rate as described in paragraph (8)(B) of this subsection and will apply any adjustments under subparagraph (A) of this paragraph, which will be the PDSDA for this designation.

(8) PDSDAs [PDSDA calculation] for specific types of hospitals.

(A) The following types of hospitals are assigned the PDSDA described in paragraph (7)(C) of this subsection [Universal Mean plus the cost-of-living update as specified in paragraph (4) of this subsection, as their PDSDA]:

(i) military hospitals;

(ii) out-of-state hospitals; and

(iii) newly enrolled hospitals.

(B) New Hospitals.

(i) For a new hospital [hospitals ], HHSC will locate [assign a PDSDA that is three percentile points higher than] the universal mean [Universal Mean ] in an array of all hospitals' base year costs per claim from lowest to highest. HHSC will then determine the group of claims located three percentile points above the universal mean. The new hospital is assigned the lowest dollar value claim within that percentile group, plus the cost-of-living update calculated at the most recent rebasing, as its PDSDA [ as specified in paragraph (4) of this subsection].

(ii) This rate is effective [applies ] for five years [from enrollment as a new Medicaid hospital] or until HHSC recalculates PDSDAs, whichever is earlier. After five years from the date HHSC applied the rate determined under clause (i) of this subparagraph, HHSC will assign the hospital the PDSDA described in subparagraph (A) of this paragraph if HHSC has not recalculated PDSDAs [enrollment, if HHSC has not recalculated PDSDAs, the hospital's PDSDA will be the Universal Mean].

(iii) [(ii)] A replacement facility constructed for a hospital that is currently enrolled as a Medicaid provider is reimbursed [by] using either the PDSDA of the existing provider or the PDSDA for new hospitals, whichever is greater.

(iv) Any PDSDA assigned under this subparagraph is subject to paragraph (7) of this subsection.

(9) Merged hospitals.

(A) Notice. When two or more Medicaid participating hospitals merge to become one participating provider and the participating provider is recognized by Medicare, the participating provider must submit written notification to HHSC's provider enrollment contact, including documents verifying the merger status with Medicare. HHSC will assign to the merged entity a PDSDA, including adjustments, determined using a methodology described in subparagraph (B) of this paragraph for all hospitals involved in the merger [during or after the base year but before the date of HHSC's final PDSDA notification letter, HHSC combines the amounts determined in paragraph (3)(A) of this subsection for all hospitals involved in the merger and calculates the HSDA and PDSDA for the merged entity as described for all other hospitals in this subsection].

(B) Determining a merged entity's PDSDA. HHSC will use the following process to determine a merged entity's PDSDA: [ When two or more Medicaid participating hospitals merge after the base year and after the date of HHSC's final PDSDA notification letter, HHSC combines the original base year costs per claim determined in paragraph (3)(A) of this subsection from the most recent rebasing period for all hospitals involved in the merger. HHSC calculates a new HSDA for the merged entity and assigns a PDSDA equal to the mathematically closest valid PDSDA.]

(i) When HHSC recognizes a merged entity after HHSC has completed a rebasing in which each of the merging hospitals had been a participating provider and after which none of the merging hospitals were a replacement facility receiving the new-hospital rate as referenced in paragraph (8)(B)(iii) of this subsection, HHSC will determine the merged entity's PDSDA as follows:

(I) HHSC will calculate a new HSDA for the entity by combining the original base year cost per claim determined in paragraph (3)(A) of this subsection from the rebasing period for all hospitals involved in the merger;

(II) Using the resulting HSDA, HHSC will assign the merged entity to a payment division as described in paragraph (5) of this subsection. HHSC will reimburse the merged entity at the PDSDA corresponding to that payment division number within the PDI described in paragraph (7) of this subsection;

(III) HHSC will apply the resulting PDSDA to the surviving and terminated entities' Texas provider numbers retroactive to the date on which Medicare recognized the merged participating provider; and

(IV) HHSC will notify the merged entity of the PDSDA and the effective and termination dates of the Texas provider numbers for the involved hospitals.

(ii) When HHSC recognizes a merged entity involving at least one hospital having a PDSDA that is not based on the average base year cost per claim for that hospital, HHSC will assign the merged entity's PDSDA using the methodology in clause (iii) of this subparagraph. Hospitals in this category may include:

(I) New hospitals;

(II) Newly enrolled hospitals; and

(III) Hospitals assigned the new-hospital PDSDA based on construction of a replacement facility.

(iii) When HHSC recognizes a merged entity described in clause (ii) of this subparagraph, HHSC will determine the merged entity's PDSDA as follows:

(I) For each merging hospital, multiply the hospital's pre-merger PDSDA by the hospital's total number of claims for the state fiscal year claims file preceding the Medicare effective date of the merger;

(II) Sum the results of subclause (I) of this clause for all merging hospitals;

(III) Divide the result of subclause (II) of this clause by the total number of claims for all merging hospitals;

(IV) HHSC will assign the hospital to the payment division within the PDI that corresponds to the result of the calculation in subclause (III) of this clause;

(V) HHSC will apply the resulting PDSDA to the surviving and terminated entities' Texas provider numbers retroactive to the date on which Medicare recognized the merged participating provider; and

(VI) HHSC will notify the merged entity of the PDSDA and the effective and termination dates of the Texas provider numbers for the involved hospitals.

(iv) When HHSC recognizes a merged entity during a rebasing in which each of the merging hospitals had been a participating provider:

(I) HHSC will calculate a new HSDA by combining the amounts determined in paragraph (3)(A) of this subsection for all hospitals involved in the merger;

(II) Using the resulting HSDA, HHSC will assign a PDSDA for the merged entity as described for all other hospitals in this subsection;

(III) For any concurrent or retroactive reimbursements prior to the effective date of a rebasing, HHSC will assign the merged entity's PDSDA determined using either the methodology described in clause (i) or (iii) of this subparagraph.

(C) HHSC will not recalculate [Acquisitions and buyouts do not result in a recalculation of ] the PDSDA of a [an acquired] hospital acquired in an acquisition or buyout unless the acquisition [acquisitions]or buyout resulted [buyouts result] in the purchased or acquired hospital becoming part of another Medicaid participating provider. HHSC will continue to reimburse the [The] acquired hospital [will continue being reimbursed] based on the PDSDA applied before the acquisition or buyout.

(10) TEFRA Cost for Rebasing. HHSC adjusts base year claims to arrive at a result based on cost reimbursement principles described in the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA), and calculates TEFRA cost for rebasing as follows:

(A) HHSC adjusts each hospital's base year claims using the interim rate computed as a result of tentative or final cost reports covering the base year. The adjustments are applied to claims in months within the base year that coincide with months within the hospital's cost reporting periods.

(B) The TEFRA cost for rebasing is calculated by multiplying the Medicaid allowed charges for each base year claim by the interim rate described in subparagraph (A) of this paragraph.

(C) HHSC uses the tentative or final cost report settlement that is complete and available on the date HHSC sends the initial PDSDA notification letter to the hospital. The results of a tentative or final cost report settlement completed after the date HHSC sends the initial PDSDA notification letter to the hospital are not considered for purposes of this subsection.

(D) If there is no tentative or final cost report settlement available, the TEFRA cost for rebasing is calculated using an assigned interim rate of 50 percent.

(11) Correction of payment division error and reprocessing of claims.

(A) HHSC will place a hospital in the correct payment division if HHSC determines that the hospital was incorrectly assigned to a payment division due to a mathematical error or data entry error by HHSC.

(B) HHSC will reprocess all claims adjudicated during that state fiscal year that were paid to the hospital using the incorrect PDSDA by applying the corrected PDSDA to the claims. No corrections are made for claims adjudicated in previous state fiscal years.

(e) Diagnosis Related Groups (DRGs) Statistical Calculations. HHSC adopts the classification of diagnoses defined in the Medicare DRG prospective payment system unless a revision is required based on Texas claims data or other factors, as determined by HHSC. HHSC recalibrates the relative weights, mean length of stay, and day outlier threshold whenever the PDSDAs are recalculated.

(1) Recalibration of relative weights. HHSC calculates a relative weight for each DRG as follows:

(A) Base year claims are grouped by DRG;

(B) For each DRG, HHSC:

(i) sums the base year costs per claim as determined in subsection (d)(3)(A) of this section;

(ii) divides the result in clause (i) of this subparagraph by the number of claims in the DRG; and

(iii) divides the result in clause (ii) of this subparagraph by the universal mean [Universal Mean], resulting in the relative weight for the DRG.

(2) Recalibration of mean length of stay (MLOS). HHSC calculates a mean length of stay (MLOS) for each DRG as follows:

(A) Base year claims are grouped by DRG;

(B) For each DRG, HHSC:

(i) sums the number of days billed for all base year claims;

(ii) divides the result in clause (i) of this subparagraph by the number of claims in the DRG, resulting in the MLOS for the DRG.

(3) Recalibration of day outlier thresholds. HHSC calculates a day outlier threshold for each DRG as follows:

(A) Calculates for all claims the standard deviations from the MLOS in paragraph (2) of this subsection;

(B) Removes each claim with a length of stay (number of days billed by a hospital) greater than or equal to three standard deviations above or below the MLOS. The remaining claims are those with a length of stay less than three standard deviations above or below the MLOS;

(C) Sums the number of days billed by all hospitals for a DRG for the remaining claims in subparagraph (B) of this paragraph;

(D) Divides the result in subparagraph (C) of this paragraph by the number of remaining claims in subparagraph (B) of this paragraph;

(E) Calculates one standard deviation for the result in subparagraph (D) of this paragraph; and

(F) Multiplies the result in subparagraph (E) of this paragraph by two and adds that to the result in subparagraph (D) of this paragraph; resulting in the day outlier threshold for the DRG.

(4) If a DRG has fewer than ten base year claims, HHSC will assign the corresponding Medicare relative weight and Medicare mean length of stay and will calculate the day outlier threshold based on the Medicare mean length of stay and standard deviation.

(5) If one of the DRGs specific to an organ transplant has less than five base year claims, HHSC will assign the corresponding Medicare relative weight and Medicare mean length of stay and will calculate the day outlier threshold based on the Medicare mean length of stay and standard deviation. In addition, HHSC adds a relative weight to account for the cost of procuring the organ to the Medicare relative weight for the DRG. HHSC uses the organ procurement costs published by the Acquisition of Organ Procurement Organization (AOPO). To calculate the relative weight for procurement, HHSC divides the average cost of organ procurement by the universal mean for all claims.

(f) Request for Review. Except as otherwise provided in this subsection, HHSC uses the following process for reviews and appeals.

(1) If a hospital believes that HHSC made a mathematical error or data entry error in calculating the hospital's PDSDA, the hospital may request a review of the disputed calculation.

(A) A review of the calculation of a hospital's PDSDA will not be granted if the disputed calculation is the result of the hospital's submission of incorrect data or the result of the use of an interim rate derived from a cost reporting period occurring before the base year.

(B) The hospital must submit to HHSC a written request for review and appropriate specific documentation supporting its contention that there has been a mathematical or data entry error. The written request for review must be printed on the hospital's letterhead. HHSC Rate Analysis must receive a written request for an informal review by hand delivery, United States (U.S.) mail, or special mail delivery no later than 45 calendar days from the date of the initial PDSDA notification letter. If the 45th calendar day is a weekend day, national holiday, or state holiday, then the first business day following the 45th calendar day is the final day the receipt of the written request will be accepted. HHSC will not grant extensions of the 45-day deadline.

(C) If the hospital disagrees with the outcome of the review, the hospital may formally appeal in accordance with §§357.481 - 357.490 of this title (relating to Hearings Under the Administrative Procedure Act).

(2) A hospital may not request a review pursuant to this paragraph regardin [appeal] the elements of the prospective payment methodology used by HHSC, including:

(A) the payment division methodologies, including the HSDA, PDI, and PDSDA calculations;

(B) the DRGs assigned through claims adjudication;

(C) the DRGs assigned to base year claims as a result of HHSC updating to a new version of the Medicare DRGs;

(D) the relative weights assigned to the DRGs;

(E) the adequacy of payments;

(F) the exclusion of claims that were not adjudicated and paid within the base year or six-month grace period; and

(G) the interim rate, computed as a result of tentative or final cost reports covering the base year that are completed after the date HHSC sends the initial PDSDA notification letter to the hospital.

(g) Reimbursements.

(1) Calculating the payment amount. HHSC reimburses a hospital a prospective payment for covered inpatient hospital services by multiplying the PDSDA for the hospital's payment division by the relative weight for the DRG assigned to the adjudicated claim. The resulting amount is the payment amount to the hospital.

(2) The prospective payment as described in paragraph (1) of this subsection is considered full payment for covered inpatient hospital services. A hospital's request for payment in an amount higher than the prospective payment will be denied. The PDSDA result in subsection (d) of this section includes but is not limited to the following:

(A) capital costs;

(B) cost of indirect medical education;

(C) cost of malpractice insurance; and

(D) return on equity.

(3) Day and cost outlier adjustments. HHSC pays a day outlier or a cost outlier for medically necessary inpatient services provided to clients under age 21 in all Medicaid participating hospitals that are reimbursed under the prospective payment system. If a patient age 20 is admitted to and remains in a hospital past his or her twenty-first (21st) birthday, inpatient days and hospital charges after the patient reaches age 21 are included in calculating the amount of any day outlier or cost outlier payment adjustment.

(A) Day outlier payment adjustment. HHSC [or its designee] calculates a day outlier payment adjustment for each claim as follows:

(i) determines whether the number of medically necessary days allowed for a claim exceeds:

(I) the MLOS by more than two days; and

(II) the DRG day outlier threshold as calculated in subsection (e)(3)(F) of this section;

(ii) if clause (i) of this subparagraph is true, subtracts the DRG day outlier threshold from the number of medically necessary days allowed for the claim;

(iii) multiplies the DRG relative weight by the PDSDA;

(iv) divides the result in clause (iii) of this subparagraph by the DRG MLOS described in subsection (e)(2) of this section, to arrive at the DRG per diem amount;

(v) multiplies the number of days in clause (ii) of this subparagraph by the result in clause (iv) of this subparagraph; and

(vi) multiplies the result in clause (v) of this subparagraph by 70 percent.

(B) Cost outlier payment adjustment. HHSC makes a cost outlier payment adjustment for an extraordinarily high-cost claim as follows:

(i) to establish a cost outlier, the cost outlier threshold must be determined by first selecting the lesser of the universal mean [Universal Mean ] of base year claims multiplied by 11.14 or the hospital's PDSDA multiplied by 11.14;

(ii) the full DRG prospective payment amount is multiplied by 1.5;

(iii) the cost outlier threshold is the greater of clause (i) or (ii) of this subparagraph;

(iv) the cost outlier threshold is subtracted from the amount of reimbursement for the claim established under cost reimbursement principles described in the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA); and

(v) the result in clause (iv) of this subparagraph is multiplied by 70 percent to determine the amount of the cost outlier payment.

(C) If an admission qualifies for both a day outlier and a cost outlier payment adjustment, HHSC pays the higher outlier payment.

(4) A hospital may submit a claim to HHSC before a patient is discharged, but only the first claim for that patient will be reimbursed the prospective payment described in paragraph (1) of this subsection. Subsequent claims for that stay are paid zero dollars. When the patient is discharged and the hospital submits a final claim to ensure accurate calculation for potential outlier payments for clients younger than 21 years of age, HHSC recoups the first prospective payment and issues a final payment in accordance with paragraphs (1) and (3) of this subsection.

(5) Patient transfers and split billing. If a patient is transferred, HHSC establishes payment amounts as specified in subparagraphs (A) - (D) of this paragraph. HHSC manually reviews transfers for medical necessity and payment.

(A) If the patient is transferred from a hospital to a nursing facility, HHSC pays the transferring hospital the total payment amount of the patient's DRG.

(B) If the patient is transferred from one hospital (transferring hospital) to another hospital (discharging hospital), HHSC pays the discharging hospital the total payment amount of the patient's DRG. HHSC calculates a DRG per diem and a payment amount for the transferring hospital as follows:

(i) multiplies the DRG relative weight by the PDSDA;

(ii) divides the result in clause (i) of this subparagraph by the DRG MLOS described in subsection (e)(2) of this section, to arrive at the DRG per diem amount; and

(iii) to arrive at the transferring hospital's payment amount:

(I) multiplies the result in clause (ii) of this subparagraph by the lesser of the DRG MLOS, the transferring hospital's number of medically necessary days allowed for the claim, or 30 days; or

(II) for a patient under age 21, multiplies the result in clause (ii) of this subparagraph by the lesser of the DRG MLOS or the transferring hospital's number of medically necessary days allowed for the claim.

(C) HHSC makes payments to multiple hospitals transferring the same patient by applying the per diem formula in subparagraph (B) of this paragraph to all the transferring hospitals and the total DRG payment amount to the discharging hospital.

(D) HHSC performs a post-payment review to determine if the hospital that provided the most significant amount of care received the total DRG payment. If the review reveals that the hospital that provided the most significant amount of care did not receive the total DRG payment, an adjustment is initiated to reverse the payment amounts. The transferring hospital is paid the total DRG payment amount and the discharging hospital is paid the DRG per diem.

(h) Cost reports. Each hospital must submit an initial cost report at periodic intervals as prescribed by Medicare or as otherwise prescribed by HHSC.

(1) Each hospital must send a copy of all cost reports audited and amended by a Medicare intermediary to HHSC within 30 days after the hospital's receipt of the cost report. Failure to submit copies or respond to inquiries on the status of the Medicare cost report will result in provider vendor hold.

(2) HHSC uses data from these reports in rebasing rate years to recalculate PDSDAs and make [, in making] adjustments as described in subsection (d) of this section, and to complete [in completing] cost settlements for children's hospitals and state-owned teaching hospitals as outlined in §355.8054 and §355.8056 of this chapter.

(3) HHSC may require a hospital to provide additional data in a format and at a time specified as otherwise prescribed by HHSC.

(4) [(3)] Except as otherwise specified in subsection (i) of this section, there are no cost settlements for inpatient services under the prospective payment system in this section.

(5) [(4)] The cost settlement process is limited by the TEFRA target cap.

(i) Hospitals in counties with 50,000 or fewer persons and certain other hospitals.

(1) Hospitals are reimbursed under this subsection if, as of the most recent decentennial census, the hospital is:

(A) located in a county with 50,000 or fewer persons;

(B) a Medicare-designated Rural Referral Center (RRC) or Sole Community Hospital (SCH) not located in a metropolitan statistical area (MSA), as defined by the U.S. Office of Management and Budget; or

(C) a Medicare-designated Critical Access Hospital (CAH).

(2) A hospital that qualifies under this subsection is reimbursed for a cost reporting period the greater of:

(A) All Medicaid payments based on the prospective payment system; or

(B) The cost-reimbursement methodology described in the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA) without the imposition of the TEFRA target cap described in subsection (c)(34) [(h)(4)] of this section.

(3) The amounts in this subsection are calculated using the most recent data for Medicaid Fee-for-Service (FFS) and Primary Care Case Management (PCCM) inpatient services.

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 June 22, 2009.

TRD-200902561

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: August 2, 2009

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


SUBCHAPTER J. PURCHASED HEALTH SERVICES

DIVISION 4. MEDICAID HOSPITAL SERVICES

The Texas Health and Human Services Commission (HHSC) proposes to repeal §355.8065, Additional Reimbursement to Disproportionate Share Hospitals, and §355.8067, Disproportionate Share Hospital Reimbursement Methodology for State-Owned Teaching Hospitals. HHSC proposes new §355.8065, which will combine pertinent elements of §355.8065 and §355.8067 into one new rule. The proposed new §355.8065 is titled Disproportionate Share Hospital (DSH) Reimbursement Methodology.

Background and Justification

Hospitals participating in the Texas Medicaid program that meet the Disproportionate Share Hospital (DSH) program conditions of participation and that serve a disproportionate share of low-income patients are eligible for additional reimbursement through the DSH program. HHSC, as the Medicaid single state agency, establishes each hospital's eligibility for DSH reimbursement and the amount of reimbursement, as set out in new §355.8065.

Proposed new §355.8065 contains the following changes.

First, HHSC is combining pertinent language from existing §355.8065 and §355.8067 into new §355.8065. Current §355.8065 contains the DSH methodology for all hospitals other than state-owned teaching hospitals. Section 355.8067 contains the DSH reimbursement methodology for state-owned teaching hospitals. Language from both current rules will be included in new §355.8065 so that the qualification and payment methodologies for all DSH hospitals will be contained in one rule.

Second, the new rule modifies the rule language from current §355.8065 to account for changes required with the adoption of the Centers for Medicare and Medicaid Services' (CMS) DSH audit rule published on December 19, 2008, in the Federal Register, Vol. 73, No. 245, made effective on January 19, 2009. The federal DSH audit rule incorporates new reporting requirements and audit requirements that states must adhere to in order to be eligible to receive federal DSH funds. Under the new federal DSH audit rule, an independent certified audit must be performed for each completed Medicaid State Plan rate year beginning with the 2005 DSH program year. The audits will determine whether HHSC computed hospital-specific DSH limits in accordance with the stricter DSH audit rule definitions and whether the payments made to any hospital exceeded the audited hospital-specific limits. Beginning with the 2011 DSH program year, HHSC will recoup DSH overpayments made to individual hospitals identified during the audit process and redistribute the recouped funds to other qualified DSH hospitals, if sufficient amounts of uncompensated care expenses are available for additional DSH payments.

Third, proposed new §355.8065 does not include the language in current §§355.8065(f)(2), 355.8065(i), and 355.8067(j), which relate to Medicaid reform initiatives set out in Chapter 531, Texas Government Code, Subchapter N, Texas Health Opportunity Pool Trust Fund. HHSC is removing this language because the Medicaid reform initiatives were contingent on CMS's approval of Texas' Medicaid reform waiver, which is still pending.

Finally, HHSC adds language to clarify current practices and expands the definition section in proposed new §355.8065 to better explain the complex processes used in the DSH reimbursement program.

Section-by-Section Summary of new §355.8065

Subsection (a) is a high-level summary of the DSH program.

Subsection (b), the definition subsection, retains some prior definitions and adds definitions related to the new federal DSH audit requirements. Beginning in 2011, definitions for "DSH data year" and "DSH program year" will coincide with the federal fiscal year beginning in 2011.

Subsection (c) defines DSH program eligibility requirements, with emphasis on application timelines. Subsection (c)(3)(E) contains new language describing the treatment of merged hospitals in each DSH program year.

Subsection (d) outlines the criteria and sources of data used to determine if a Medicaid hospital qualifies to participate in the DSH program. Qualification methodologies used in DSH calculations are clarified in the proposed rule language. Many of the calculations refer to the newly defined DSH program year and/or DSH data year.

Subsection (e) sets out the conditions for participation in the DSH program. A hospital must certify during the annual DSH application process that, as of the date of the certification, it meets and will continue to meet the conditions of participation during the DSH program year. Subsection (e)(6) requires compliance with the new federal audit requirements, which are set out in subsection (o) of the new rule.

Subsection (f) clarifies elements used to calculate a hospital-specific limit, including uninsured costs, Medicaid shortfall, and ratio of cost-to-charges. Federal audit rules require that payments received for emergency health services furnished to undocumented aliens under Section 1011 of the Medicare Prescription Drug, Improvement and Modernization Act of 2003, Pub. L. No. 108-173, be included on the DSH application. Subsection (f)(2)(B) defines the Medicaid shortfall calculation. The Medicaid shortfall calculation includes charges and payments for dually eligible patients. The rule language also specifies that charges and payments included in the calculation of the Medicaid shortfall will be limited to covered Medicaid services and that claims submitted after the filing deadline will be excluded from the calculation. Subsection (f)(2)(C) changes the time period for which inflation factors will be applied in order to coincide with the DSH data year. Also, all time periods were changed to reflect the DSH program year or DSH data year, as applicable.

Subsection (g) explains that Texas receives an annual allotment of DSH federal funds to allocate to qualified hospitals in the DSH program. This subsection describes how the state allocates DSH funds between state and non-state hospitals.

Subsection (h) describes how DSH payments are calculated for qualifying hospitals and how frequently HHSC makes DSH payments to qualified hospitals. The subsection describes how individual hospitals will work with the state's Medicaid contractors to resolve data issues prior to the start of each DSH program year for which payments are calculated.

Subsection (i) clarifies that if a hospital is located in a federally declared natural disaster area, it may request special consideration in the calculation of its qualification for the DSH program. The rule language specifies how a hospital may apply for this consideration and how HHSC will determine qualification under this subsection.

Subsection (j) requires that HHSC notify each hospital applicant of its eligibility, qualification, and estimated payment amount. Subsection (j) also provides that a hospital may request a review of its ineligibility or disqualification for DSH payments or its estimated DSH payment amounts. The subsection also describes the review process, including the acceptable grounds for review and the procedure and timelines for requesting a review.

Subsection (k) discusses why and how DSH funds are held in reserve. Subsection (k) also provides that a hospital may request a review by HHSC if DSH payments are held in reserve.

Subsection (l) describes the recoupment and redistribution of DSH funds if an overpayment has been made to a hospital.

Subsection (m) specifies that, if a hospital fails to maintain and provide adequate documentation to support its data, HHSC will exclude those data from DSH calculations for that hospital.

Subsection (n) discusses the eligibility of hospitals that voluntarily withdraw from the DSH program for future DSH payments.

Subsection (o) provides an overview of the DSH audit process. Subsection (o)(1) discusses the new, federally required audits. Subsection (o)(1)(F) allows HHSC to recover from an audited hospital the costs of such audit.

Other changes were made throughout the rule to update references, move language, and reorder provisions as necessary to reflect changes.

Fiscal Note

Thomas M. Suehs, Deputy Executive Commissioner for Financial Services, has determined that for the first five-year period the proposed rules are in effect, there would be a cost to the state of $2,352,607 in general revenue each year as a result of enforcing or administering the rules. The agency would be required to hire an independent audit firm to audit the final DSH hospital-specific limits and payments for each DSH program year and additional staff would be needed. If HHSC recovers from audited hospitals the costs of such audits, the impact to general revenue would be zero, as the state share of the cost of the DSH audits would be funded with recovered costs. The amount of DSH funds allocated to each state is determined by the federal government and HHSC does not anticipate that the changes proposed in this rule will impact the total DSH funds received by the state. The proposed rules will not result in any fiscal implications for local health and human services agencies. Local governments will not incur additional costs.

Small Business and Micro-Business Impact Analysis

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

Language in the proposed new rule will allow HHSC to recover audit costs that HHSC incurs, which will offset the costs of the federal DSH audits.

Public Benefit

Carolyn Pratt, Director of Rate Analysis, has determined that for each of the first five years the rules are in effect, the public benefit expected as a result of enforcing the rules will be that the state will conform to the federal audit requirements relating to the DSH program. In addition, the revisions contained in the proposed new rule are made to assist interested parties in understanding the DSH reimbursement methodology by providing clearer language that can be more easily understood.

Regulatory Analysis

HHSC has determined that this proposal is not a "major environmental rule" as defined by §2001.0225 of the Texas Government Code. A "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 environmental 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 environmental 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.

Public Comment

Written comments on the proposal may be submitted to Diana Miller, Senior Rate Analyst in the Rate Analysis Department, by mail at HHSC Rate Analysis, Mail Code H-400, P.O. Box 85200, Austin, TX 78708-5200, by fax to (512) 491-1436, or by e-mail to diana.miller@hhsc.state.tx.us within 30 days of publication of this proposal in the Texas Register.

Public Hearing

A public hearing is scheduled for July 14, 2009, from 8:00 a.m. to 12:00 p.m. in the HHSC Lone Star Conference Room at 11209 Metric Boulevard, Austin, Texas 78758. Persons requiring further information, special assistance, or accommodations should contact Diana Miller at (512) 491-1436.

1 TAC §355.8065, §355.8067

(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 Texas Health and Human Services Commission or in the Texas Register office, Room 245, James Earl Rudder Building, 1019 Brazos Street, Austin, Texas.)

Statutory Authority

The repeals are proposed under Texas Government Code §531.033, which authorizes the Executive Commissioner of HHSC to adopt rules necessary to carry out HHSC's duties; Human Resources Code §32.021 and Texas Government Code §531.021(a), which provide HHSC with the authority to administer the federal medical assistance (Medicaid) program in Texas; and Texas Government Code §531.021(b), which establishes HHSC as the agency responsible for adopting reasonable rules governing the determination of fees, charges, and rates for medical assistance (Medicaid) payments under Human Resources Code Chapter 32.

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

§355.8065.Additional Reimbursement to Disproportionate Share Hospitals.

§355.8067.Disproportionate Share Hospital Reimbursement Methodology for State-Owned Teaching Hospitals.

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 June 22, 2009.

TRD-200902562

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: August 2, 2009

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


1 TAC §355.8065

Statutory Authority

The new rule is proposed under Texas Government Code §531.033, which authorizes the Executive Commissioner of HHSC to adopt rules necessary to carry out HHSC's duties; Human Resources Code §32.021 and Texas Government Code §531.021(a), which provide HHSC with the authority to administer the federal medical assistance (Medicaid) program in Texas; and Texas Government Code §531.021(b), which establishes HHSC as the agency responsible for adopting reasonable rules governing the determination of fees, charges, and rates for medical assistance (Medicaid) payments under Human Resources Code Chapter 32.

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

§355.8065.Disproportionate Share Hospital (DSH) Reimbursement Methodology.

(a) Introduction. Hospitals participating in the Texas Medical Assistance (Medicaid) program that meet the conditions of participation and that serve a disproportionate share of low-income patients are eligible for additional reimbursement from the disproportionate share hospital (DSH) fund. HHSC will establish each hospital's eligibility for and amount of reimbursement. This section applies to all hospitals that participate in the DSH program.

(b) Definitions. For the purposes of this section, the following words and terms have the following meanings unless the context clearly indicates otherwise.

(1) Adjudicated claim--A hospital claim for payment for a covered Medicaid service that is paid or adjusted by HHSC or another payer.

(2) Available DSH funds--The annual allotment of funds that may be reimbursed to all DSH-eligible providers.

(3) Bad debt--A debt arising when there is nonpayment on behalf of an individual who has third-party coverage.

(4) Centers for Medicare and Medicaid Services (CMS)--The federal agency within the United States Department of Health and Human Services responsible for overseeing and directing Medicare and Medicaid.

(5) Charity care--The unreimbursed cost to a hospital of providing, funding, or otherwise financially supporting health care services on an inpatient or outpatient basis to indigent individuals, either directly or through other nonprofit or public outpatient clinics, hospitals, or health care organizations. A hospital must set the income level for eligibility for charity care consistent with the criteria established in §311.031, Texas Health and Safety Code.

(6) Charity charges--Total amount of hospital charges for inpatient and outpatient services attributed to charity care in a DSH data year. These charges do not include bad debt charges, contractual allowances, or discounts given to other legally liable third-party payers.

(7) Children's hospital--A hospital within Texas that is recognized by Medicare as a children's hospital and is exempted by Medicare from the Medicare prospective payment system.

(8) Disproportionate share hospital--A hospital identified by HHSC that meets the Disproportionate Share Hospital (DSH) program conditions of participation and that serves a disproportionate share of Medicaid and/or indigent patients.

(9) DSH data year--A twelve-month period from which HHSC will compile data to determine DSH program qualification and payment.

(A) For DSH program year 2010, the DSH data year will be each hospital's fiscal year ending in calendar year 2008.

(B) For DSH program years beginning in 2011 and thereafter, the DSH data year will be October 1 through September 30 two years prior to the DSH program year. For example, the DSH data year is 2009 (October 1, 2008 - September 30, 2009) for the 2011 DSH program year (October 1, 2010 - September 30, 2011).

(10) DSH program year--The twelve-month period beginning October 1 and ending September 30. This corresponds with the Medicaid state plan rate year.

(11) Dually eligible patient--A patient who is simultaneously eligible for Medicare and Medicaid. The term excludes a Medicare beneficiary for whom Medicaid pays only Medicare deductibles, coinsurance, Medicare Part A premiums, or Medicare Part B premiums.

(12) HHSC--The Texas Health and Human Services Commission or its designee.

(13) Hospital fiscal year--A twelve-month accounting period designated by a hospital.

(14) Hospital-specific limit--The maximum amount a hospital may receive in a DSH program year, based on costs arising from individuals receiving hospital services who are Medicaid eligible or uninsured, not costs arising from individuals who have third-party coverage.

(A) An interim hospital-specific limit will be trended forward to the DSH program year using an inflation update factor to account for inflation since the DSH data year.

(B) A final hospital-specific limit will be calculated using actual DSH program year cost and payment data.

(15) Independent certified audit--An audit that is conducted by an auditor that operates independently from the Medicaid agency and the audited hospitals and that is eligible to perform the DSH audit required by CMS.

(16) Indigent individual--An individual classified by a hospital as eligible for charity care.

(17) Inflation update factor--Cost of living index based on the annual CMS Prospective Payment System Hospital Market Basket Index.

(18) Inpatient day--Each day that an individual is an inpatient in the hospital, whether or not the individual is in a specialized ward and whether or not the individual remains in the hospital for lack of suitable placement elsewhere. The term includes observation days, rehabilitation days, psychiatric days, and newborn days. The term does not include swing bed days or skilled nursing facility days.

(19) Inpatient revenue--Amount of gross inpatient revenue (charges) derived from the most recent completed Medicaid cost report or reports related to the applicable DSH data year. Gross inpatient revenue excludes revenue related to the professional services of hospital-based physicians, swing bed facilities, skilled nursing facilities, intermediate care facilities, other nonhospital revenue, and revenue not identified by the hospital.

(20) Institution for Mental Disease (IMD)--A hospital that is primarily engaged in providing psychiatric diagnosis, treatment, or care of individuals with mental illness.

(21) Low-income days--Number of inpatient days attributed to indigent patients.

(22) Low-income utilization rate--A DSH qualification criterion calculated as described in subsection (d)(2) of this section.

(23) Mean Medicaid inpatient utilization rate--The average of all active Medicaid hospitals' Medicaid inpatient utilization rates.

(24) Medicaid contractor--Fiscal agents and managed care organizations with which HHSC contracts to process data related to the Medicaid program.

(25) Medicaid cost report--Hospital and Hospital Health Care Complex Cost Report (Form CMS 2552), also known as the Medicare cost report.

(26) Medicaid hospital--A hospital meeting the qualifications set forth in §354.1077 of this title (relating to Provider Participation Requirements) to participate in the Texas Medical Assistance program.

(27) Medicaid inpatient utilization rate--A DSH qualification criterion calculated as described in subsection (d)(1) of this section.

(28) Medicaid shortfall--The unreimbursed cost of Medicaid eligible services (inpatient and outpatient) that a hospital furnishes to Medicaid patients.

(29) Medicaid state plan rate year--The twelve-month period corresponding to the DSH program year.

(30) MSA--Metropolitan Statistical Area as defined by the United States Office of Management and Budget. MSAs with populations greater than or equal to 121,000, according to the most recent decennial census, are considered "the largest MSAs."

(31) Obstetrical services--The medical care of a woman during pregnancy, delivery, and the post-partum period provided at the hospital listed on the DSH application.

(32) PMSA--Primary Metropolitan Statistical Area as defined by the United States Office of Management and Budget.

(33) Ratio of cost-to-charges (inpatient only)--An all-payer ratio that covers all applicable hospital costs and charges relating to inpatient care. This ratio does not distinguish between payer types such as Medicare, Medicaid, or private pay.

(34) Ratio of cost-to-charges (inpatient and outpatient)--A Medicaid cost report-derived all-payer ratio that covers all applicable hospital costs and charges relating to patient care, inpatient and outpatient. This ratio does not distinguish between payer types such as Medicare, Medicaid, or private pay.

(35) Rural area--Area outside an MSA or a PMSA.

(36) State chest hospital--A public health facility operated by the Department of State Health Services designated for the care and treatment of patients with tuberculosis.

(37) State fiscal year--September 1 through August 31.

(38) State-owned teaching hospital--A hospital owned and operated by a state university or other state agency.

(39) Third-party coverage--Creditable insurance coverage consistent with the definitions in 45 Code of Federal Regulations (CFR) Parts 144 and 146, or coverage based on a legally liable third-party payer.

(40) Total Medicaid inpatient days--Total number of inpatient days based on adjudicated claims data for covered services for state fiscal year 2008 for DSH program year 2010. Beginning with DSH program year 2011, the relevant DSH data year will be used for Medicaid-eligible patients.

(A) The term includes:

(i) Medicaid-eligible days of care adjudicated by managed care organizations;

(ii) days that were denied payment for spell-of-illness limitations;

(iii) days attributable to individuals eligible for Medicaid in other states, including dually eligible patients;

(iv) days with adjudicated dates during the period; and

(v) days for dually eligible patients.

(B) The term excludes:

(i) days attributable to Medicaid patients between the ages of 21 and 65 in an IMD; and

(ii) days denied for late filing and other reasons.

(41) Total Medicaid inpatient hospital payments--Total amount of Medicaid funds that a hospital received for adjudicated claims for inpatient services during the DSH data year. The term includes payments that the hospital received:

(A) for inpatient services from managed care organizations; and

(B) for patients eligible for Medicaid in other states.

(42) Total state and local revenue--Total amount of state and local payments that a hospital received for inpatient care during the DSH data year. The term includes payments under state and local programs that are funded entirely with state general revenue funds and state or local tax funds, such as County Indigent Health Care, Children with Special Health Care Needs, Kidney Health Care, and certain Children's Health Insurance Program (CHIP) payments. The term excludes payment sources that contain federal dollars such as Medicaid payments, Children's Health Insurance Program (CHIP) payments funded under Title XXI of the Social Security Act, Substance Abuse and Mental Health Services Administration, Ryan White Title I, Ryan White Title II, Ryan White Title III, and contractual discounts and allowances related to TRICARE, Medicare, and Medicaid.

(43) Uninsured cost--The cost to a hospital of providing health care services to uninsured patients.

(44) Uninsured patient--An individual who has no health insurance or other source of third-party coverage for services. Subject to federal statutes and regulations, an individual whose third-party coverage does not include the service provided is considered by HHSC to be uninsured for that service.

(45) Upper Payment Limit (UPL) program--Supplemental Medicaid payments made to certain eligible hospitals for inpatient and outpatient services based on State and Federal guidelines.

(46) Urban area--Area inside an MSA or PMSA.

(47) Weighted low-income days--Low-income days that are adjusted based on the population of the MSA or PMSA in which a hospital is located.

(48) Weighted Medicaid days--Medicaid days that are adjusted based on the population of the MSA or PMSA in which a hospital is located.

(c) Eligibility. To be eligible to participate in the DSH program, a hospital must:

(1) be enrolled as a Medicaid hospital in the State of Texas;

(2) have received a Medicaid payment for a claim that was adjudicated during the relevant time period:

(A) for DSH program year 2010, adjudicated during state fiscal year 2008; and

(B) beginning with DSH program year 2011 and thereafter, adjudicated during the relevant DSH data year.

(3) apply annually by completing the application packet received from HHSC by the deadline specified in the packet.

(A) Only a hospital that meets the condition specified in paragraph (2) of this subsection will receive an application packet from HHSC.

(B) The application may request self-reported data that HHSC deems necessary to determine each hospital's eligibility. HHSC may audit self-reported data.

(C) A hospital that fails to submit a completed application by the deadline specified by HHSC will not be eligible to participate in the DSH program in the year being applied for or to appeal HHSC's decision.

(D) For purposes of DSH eligibility, a multi-site hospital is considered one provider unless it submits separate Medicaid cost reports for each site. If a multi-site hospital submits separate Medicaid cost reports for each site, for purposes of DSH eligibility, it must submit a separate DSH application for each eligible site.

(E) HHSC will consider a merger of two or more hospitals for purposes of the DSH program for any hospital that submits a CMS tie-in notice prior to the DSH program year. Otherwise, HHSC will determine the merged entity's eligibility for the subsequent DSH program year. Until the time that the merged hospitals are determined eligible for payments as a merged hospital, each of the merging hospitals will continue to receive any DSH payments to which it was entitled prior to the merger.

(d) Qualification. For each DSH program year, in addition to meeting the eligibility requirements, applicants must meet at least one of the following qualification criteria, which are determined using information from a hospital's application, the annual hospital survey conducted under Chapter 311, Health and Safety Code, or from HHSC's Medicaid contractors, as specified by HHSC:

(1) Medicaid inpatient utilization rate. A hospital's inpatient utilization rate is calculated by dividing the hospital's Medicaid inpatient days by its total inpatient census days for the DSH data year.

(A) Rural hospital: A rural hospital must have a Medicaid inpatient utilization rate greater than the mean Medicaid inpatient utilization rate for all Medicaid hospitals.

(B) Urban hospital: An urban hospital must have a Medicaid inpatient utilization rate that is at least one standard deviation above the mean Medicaid inpatient utilization rate for all Medicaid hospitals.

(2) Low-income utilization rate. A hospital must have a low-income utilization rate greater than 25 percent.

(A) The low-income utilization rate is the sum (expressed as a percentage) of the fractions calculated in clauses (i) and (ii) of this subparagraph:

(i) The sum of the total Medicaid inpatient hospital payments and the total state and local revenue paid to the hospital for inpatient care in the DSH data year, divided by a hospital's gross inpatient revenue multiplied by the hospital's ratio of cost-to-charges (inpatient only) for the same period: (Medicaid Inpatient Hospital Payments + Total State and Local Revenue)/(Gross Inpatient Revenue x Ratio of Costs to Charges).

(ii) Inpatient charity charges in the DSH data year minus the amount of payments for inpatient hospital services received directly from state and local governments, excluding all Medicaid payments, in the DSH data year, divided by the gross inpatient revenue in the same period: (Total Inpatient Charity Charges - Total State and Local Payments)/Gross Inpatient Revenue.

(iii) If a hospital fails to allocate state and local tax revenue between inpatient and outpatient revenue, HHSC will make the proportional allocation using data contained in the latest available Medicaid cost report(s) or Medicaid cost report for the DSH data year.

(B) HHSC will determine the ratio of cost-to-charges (inpatient only) as follows:

(i) HHSC will first compute the ratio of total inpatient revenue to total patient revenue using Worksheet G-2, Part I, of the Medicaid cost report.

(ii) The total costs from Worksheet B, Part I, are then multiplied by this computed ratio to determine the total inpatient costs.

(iii) To calculate the ratio of cost-to-charges (inpatient only), HHSC will divide the computed inpatient costs of Worksheet B, Part I, by the inpatient revenue of Worksheet G-2, Part I.

(iv) HHSC will exclude those inpatient costs and inpatient revenue for nonhospital services such as ambulance, rural health clinics, primary home care, home health agencies, hospice, and skilled nursing facilities.

(3) Medicaid inpatient days.

(A) A hospital must have Medicaid inpatient days at least one standard deviation above the mean Medicaid inpatient days for all hospitals participating in the Medicaid program, except;

(B) A hospital in an urban county with a population of 250,000 persons or fewer, according to the most recent decennial census, must have Medicaid inpatient days at least 70 percent of the sum of the mean Medicaid inpatient days for hospitals in this subset plus one standard deviation above that mean.

(4) Children's hospitals. Children's hospitals that do not otherwise qualify as disproportionate share hospitals will be deemed disproportionate share hospitals.

(5) Merged hospitals. Merged hospitals are subject to subsection (c)(3)(E) of this section. HHSC will aggregate the data used to determine qualification under this subsection from the merged hospitals to determine whether the single Medicaid provider that results from the merger qualifies as a Medicaid disproportionate share hospital.

(e) Conditions of participation. HHSC will require each hospital to certify during the application process that, as of the date of the certification, it meets and will continue to meet during the DSH program year the following conditions of participation:

(1) Two-physician requirement. A hospital must have at least two licensed physicians (doctor of medicine or osteopathy) who have hospital staff privileges and who have agreed to provide nonemergency obstetrical services to individuals who are entitled to medical assistance for such services. The two-physician requirement does not apply to a children's hospital or to a hospital that was operating but did not offer nonemergency obstetrical services as of December 22, 1987.

(2) Medicaid inpatient utilization rate. Each hospital must have a Medicaid inpatient utilization rate of at least one percent. A hospital's inpatient utilization rate is calculated by dividing the hospital's Medicaid inpatient days by its total inpatient census days.

(3) Trauma system.

(A) Disproportionate share hospitals must obtain and maintain a trauma facility designation as defined in §§773.111 - 773.120, Health and Safety Code, and consistent with 25 TAC §157.125 (relating to Requirements for Trauma Facility Designation).

(B) HHSC will receive an annual report from the Office of EMS/Trauma Systems Coordination regarding hospital participation in regional trauma system development, application for trauma facility designation, and trauma facility designation status. HHSC will use this report to confirm compliance with this condition of participation by a hospital applying for DSH funds.

(4) Maintenance of local funding effort. A hospital district in one of the state's largest MSAs or in a PMSA must not reduce local tax revenues to its associated hospitals as a result of disproportionate share funds received by the hospital. For this provision to apply, the hospital must have more than 250 licensed beds.

(5) Access to records. HHSC must have access to the hospital's records and accounting systems during regular business hours.

(6) Compliance with audit requirements. A hospital must agree to comply with the audit requirements described in subsection (o) of this section.

(7) Merged hospitals. Merged hospitals are subject to subsection (c)(3)(E) of this section. If HHSC receives the CMS tie-in notice prior to the DSH program year, the merged entity must meet all conditions of participation. If HHSC does not receive the CMS tie-in notice prior to the DSH program year, any proposed merging hospitals that are receiving DSH payments must continue to meet all conditions of participation as individual hospitals to continue receiving DSH payments for the remainder of the DSH program year.

(f) Calculating a hospital-specific limit. Using information from each hospital's DSH application and HHSC's Medicaid contractors, HHSC annually will determine the interim hospital-specific limit for each hospital applying for DSH funds in compliance with paragraphs (1) - (3) of this subsection. HHSC will also determine the final hospital-specific limit in compliance with paragraph (4) of this subsection.

(1) HHSC will calculate a hospital's interim hospital-specific limit by adding the hospital's net uninsured costs and its Medicaid shortfall, both adjusted for inflation.

(2) HHSC will determine the individual components of the hospital-specific limit as follows:

(A) Uninsured costs.

(i) Each hospital will report in its DSH application its inpatient and outpatient charges incurred for services to uninsured patients admitted during the DSH data year.

(ii) Each hospital will report in its DSH application all payments received for services to uninsured patients admitted during the DSH data year.

(I) For purposes of this rule, a payment received is any payment from an uninsured patient or from a third party (other than an insurer) on the patient's behalf, including payments received for emergency health services furnished to undocumented aliens under section 1011 of the Medicare Prescription Drug, Improvement, and Modernization Act of 2003, Pub. L. No. 108-173, except that;

(II) State and local payments to hospitals for indigent care are not included as payments made by or on behalf of uninsured patients.

(iii) HHSC will convert uninsured charges to uninsured costs using the ratio of cost-to-charges (inpatient and outpatient) as calculated under paragraph (3) of this subsection.

(iv) HHSC will subtract all payments received under clause (ii) of this subparagraph from the uninsured costs under clause (iii) of this subparagraph, resulting in net uninsured costs.

(B) Medicaid shortfall.

(i) HHSC will request from its Medicaid contractors the inpatient and outpatient Medicaid charge and payment data for claims adjudicated during the DSH data year for all active Medicaid participating hospitals. There are circumstances, including the following, in which HHSC will request modifications to the adjudicated data.

(I) HHSC will include as appropriate:

(-a-) Charges and payments associated with the care of dually eligible patients, including Medicare charges and payments; and

(-b-) Charges for claims or portions of claims that were not paid because they exceeded the spell-of-illness limitation.

(II) HHSC will exclude:

(-a-) Charges associated with services not covered by Medicaid; and

(-b-) Charges associated with claims submitted after the 95-day filing deadline.

(ii) Upon receipt of the requested data from the Medicaid contractors, HHSC will review the information for accuracy and make additional adjustments as necessary.

(iii) HHSC will convert the Medicaid charges to Medicaid costs using the ratio of cost-to-charges (inpatient and outpatient) as calculated under paragraph (3) of this subsection.

(iv) HHSC will subtract each hospital's Medicaid payments, including cost report settlements and graduate medical education payments, from its Medicaid costs. For purposes of calculating the interim hospital-specific limit for non-state hospitals, supplemental payments received under the Upper Payment Limit program are not included in the hospital's Medicaid payments.

(v) If a hospital's payments are less than its costs, the hospital has a positive Medicaid shortfall. If a hospital's payments are greater than its costs, the hospital has a negative Medicaid shortfall.

(C) Inflation adjustment.

(i) HHSC will trend each hospital's hospital-specific limit using the inflation update factor as defined in subsection (b)(17) of this section.

(ii) HHSC will use the inflation update factors for the period beginning at the midpoint of each DSH data year to the midpoint of the DSH program year.

(iii) HHSC will multiply each hospital's sum of the net uninsured costs and Medicaid shortfall by the inflation update factor to obtain its interim hospital-specific limit.

(3) Ratio of cost-to-charges. HHSC will calculate the ratio of cost-to-charges used in setting hospital-specific limits in conformity with the following conditions and procedures:

(A) HHSC will convert the total Medicaid charges related to adjudicated claims for each hospital to cost, utilizing a calculated ratio of cost-to-charges (inpatient and outpatient). The ratio is the total allowable costs divided by the total allowable charges, as described in subparagraph (C) of this paragraph.

(B) HHSC will calculate the ratio of cost-to-charges using information from the hospital's Medicaid cost report or reports corresponding to the DSH data year. In the absence of a Medicaid cost report for that period, HHSC will use the latest available submitted Medicaid cost report or reports.

(C) To determine the ratio of cost-to-charges (inpatient and outpatient) for each hospital, HHSC will divide the costs reported on the Medicaid cost report, Worksheet B, Part 1, by the total charges reported on Worksheet C, Part 1. HHSC will exclude those costs and charges for nonhospital services such as ambulance, rural health clinics, primary home care, home health agencies, hospice, and skilled nursing facilities.

(4) Final hospital-specific limit.

(A) HHSC will calculate the individual components of a hospital's final hospital-specific limit using the calculation set out in paragraphs (2) and (3) of this subsection, except that:

(i) HHSC will use the hospital's actual costs incurred and payments received during the DSH program year.

(ii) HHSC will include supplemental payments made under the Upper Payment Limit program in the computation of each hospital's Medicaid shortfall.

(iii) HHSC will use the actual ratio of cost-to-charges for the DSH program year for each hospital.

(B) The final hospital-specific limit will be used in the audit conducted under subsection (o) of this section.

(g) Distribution of available DSH funds. DSH payments are subject to the availability of appropriated state and federal funds. Before the start of each DSH program year, CMS publishes the federal DSH allotment for each state. Based on CMS's DSH allotment for Texas, and subject to appropriated state funds and other factors, HHSC will determine the total amount of DSH funds that will be available for distribution to eligible qualifying DSH hospitals during the DSH program year. HHSC will distribute the available DSH funds among such hospitals using the following priorities:

(1) State-owned teaching hospitals and state chest hospitals. HHSC may reimburse state-owned teaching hospitals and state chest hospitals an amount less than or equal to their interim hospital-specific limits.

(2) IMDs.

(A) Limits. Aggregate payments made to IMD facilities statewide are subject to federally mandated reimbursement limits.

(B) State IMDs. HHSC may reimburse a state-owned or state-operated IMD an amount less than or equal to its interim hospital-specific limit.

(C) Non-state IMDs. A non-state IMD is reimbursed as other non-state hospitals as described in subsection (h)(2) of this section.

(D) Amount. A non-state IMD that satisfies the DSH requirements and provides inpatient psychiatric services receives up to 100 percent of its interim hospital-specific limit within available DSH funds. If sufficient DSH funds are not available to fully fund interim hospital-specific limits, each hospital's funding is adjusted pro rata within the DSH funds available under federal law as described in subparagraph (A) of this paragraph.

(3) Other non-state hospitals. HHSC distributes the remaining DSH funds, if any, to other qualifying hospitals. The available DSH funds for the remaining hospitals equal the lesser of the funds remaining in the state's annual disproportionate share allotment or the sum of qualifying hospitals' interim hospital-specific limits.

(h) DSH payment calculation and frequency.

(1) Medicaid data verification.

(A) On or about April 1 of each year, HHSC will send each Medicaid participating hospital a report of adjudicated data received from Medicaid contractors reflecting the hospital's Medicaid days, Medicaid charges, and Medicaid payments during the DSH data year.

(B) A hospital must communicate directly with the appropriate Medicaid contractors to request correction of any data the hospital believes is inaccurate or incomplete.

(C) Each Medicaid contractor will submit a final report to HHSC by July 1 of each year or a date specified by HHSC, which will include all agreed-upon corrections resulting from requests submitted by hospitals. Unless a hospital contacts HHSC pursuant to subparagraph (D) of this paragraph, HHSC will use the corrected report for DSH calculations described in this rule.

(D) At a hospital's request, HHSC will review instances in which a hospital and a Medicaid contractor cannot resolve disputes concerning data included in or excluded from the final report. HHSC will make the final determination in such a case and notify the hospital of the final determination.

(E) A hospital's right to request a review of eligibility, qualification, and estimated payment amount is addressed in subsection (j) of this section.

(2) Payment calculation for non-state hospitals. HHSC will calculate payments for a non-state hospital in the following manner unless the hospital's proposed reimbursement would exceed its interim hospital-specific limit. Payments will be made based on inpatient Medicaid days and low-income days, both of which have been weighted by the factors described in subparagraph (C) of this paragraph.

(A) Inpatient Medicaid days. HHSC will base each hospital's inpatient Medicaid days on the data reported by HHSC's Medicaid contractors. For DSH program year 2010, the data will come from state fiscal year 2008, and beginning with DSH program year 2011, the data will come from the relevant DSH data year.

(B) Low-income days. HHSC will calculate low-income days by multiplying a hospital's total inpatient census days for the DSH data year by its low-income utilization rate.

(C) Weighting factors. All MSA population data which are used to determine the weighting factors are from the most recent decennial census.

(i) Children's hospitals are weighted at 1.25 because of the special nature of the services they provide.

(ii) Hospitals with more than 250 licensed beds, associated with hospital districts in the state's largest MSAs, will receive weights based proportionally on the MSA population. The specific weights for these hospitals are as follows:

(I) MSAs with populations greater than or equal to 121,000 and less than 300,000 are weighted at 2.5.

(II) MSAs with populations greater than or equal to 300,000 and less than 1,000,000 are weighted at 2.75.

(III) MSAs with populations greater than or equal to 1,000,000 and less than 3,000,000 are weighted at 3.0.

(IV) MSAs with populations greater than or equal to 3,000,000 are weighted at 3.5.

(iii) The weighting factor for all other hospitals is 1.0.

(iv) HHSC may change the weights as needed in the DSH program to address changes in program size.

(D) Allocation of DSH funds to non-state urban and rural hospitals.

(i) HHSC will divide the amount determined in subsection (g)(3) of this section into two parts:

(I) One-half of the funds will reimburse each qualifying hospital by its percent of the total inpatient Medicaid days.

(II) One-half of the funds will reimburse each qualifying hospital by its percent of low income days.

(ii) After applying clause (i) of this subparagraph, HHSC will test to determine whether qualifying hospitals in rural areas will receive 5.5 percent or more of the funds determined in subsection (g)(3) of this section.

(I) If hospitals in rural areas receive at least 5.5 percent of the funds, HHSC will reimburse them as calculated in clause (i) of this subparagraph.

(II) If hospitals in rural areas will not receive at least 5.5 percent of the funds, HHSC will allocate 5.5 percent of the funds in subsection (g)(3) of this section for reimbursement of such hospitals. After the reallocation of funds to meet the 5.5 percent test, HHSC will determine payment amounts to each urban and rural hospital, as described in clause (i) of this subparagraph.

(3) DSH distribution methodology for non-state hospitals.

(A) HHSC will calculate the number of weighted Medicaid inpatient days and weighted low-income days for each qualifying hospital as described in paragraph (2) of this subsection.

(B) Using the results obtained under subparagraph (A) of this paragraph, HHSC will calculate each qualifying hospital's annual DSH payment based on the following formula:

Figure: 1 TAC §355.8065(h)(3)(B)

(C) HHSC will compare the projected payment for each qualifying hospital with its interim hospital-specific limit. If the hospital's projected payment is greater than its interim hospital-specific limit, HHSC will reduce the hospital's payment to its interim hospital-specific limit.

(D) If there are funds remaining out of the total available DSH funds because some hospitals have had their DSH payments reduced to their interim hospital-specific limits, HHSC will distribute the excess funds to qualifying hospitals that had projected payments below their interim hospital-specific limits as follows. HHSC will:

(i) Calculate the difference between a hospital's interim hospital-specific limit and its projected DSH payment;

(ii) Add all of the differences from clause (i) of this subparagraph;

(iii) Calculate a ratio for each hospital by dividing the difference from clause (i) of this subparagraph by the sum from clause (ii) of this subparagraph; and

(iv) Multiply the ratio from clause (iii) of this subparagraph by the remaining available DSH funds.

(E) Each hospital's total DSH payment (including the redistribution of excess funds) may not exceed its interim hospital-specific limit.

(4) Payment Frequency. HHSC may reimburse DSH qualifying hospitals on a monthly basis. Monthly payments equal one-twelfth of annual payments unless it is necessary to adjust the amount because payments are not made for a full 12-month period, to comply with the annual state disproportionate share hospital allotment, or to comply with other state or federal disproportionate share hospital program requirements.

(5) If a hospital that is receiving DSH funds closes, loses its license, or loses its Medicare or Medicaid eligibility during a DSH program year, HHSC will reallocate that hospital's disproportionate share funds going forward among all DSH providers that are eligible for additional payments.

(i) Hospital located in a federal natural disaster area. A hospital that is located in a county that is declared a federal natural disaster area and that was participating in the DSH program at the time of the natural disaster may request that HHSC determine its DSH qualification and payment amount under this subsection for the next DSH program year. The following conditions and procedures will apply to all such requests received by HHSC:

(1) The hospital must submit its request in writing to HHSC with its annual DSH application.

(2) If HHSC approves the request, HHSC will determine the hospital's DSH qualification using the hospital's data from the DSH data year prior to the natural disaster. However, HHSC will calculate the one percent Medicaid minimum utilization rate, the interim hospital-specific limit, and the payment amount using data from the DSH data year. The final hospital- specific limit will be computed based on the actual data for the DSH program year.

(3) HHSC will notify the hospital of the qualification and payment determinations.

(4) A hospital may request an administrative review of HHSC's qualification and payment determinations. The review will be conducted under the provisions of subsection (j) of this section.

(j) Review of HHSC determination of eligibility, qualification, and estimated payment amount.

(1) Prior to the first payment of the DSH program year, HHSC will notify each hospital that applied to participate in the DSH program whether it is eligible and qualified to participate. An eligible hospital will be notified of its estimated annual DSH payment amount.

(2) A hospital that either does not qualify or disputes the payment amount may request a review by HHSC in accordance with paragraph (3) of this subsection. Initial qualification determinations and estimated payment amounts for all hospitals may change depending on the outcome of the review.

(3) Except as specified in paragraph (6) of this subsection, a request for review must be submitted in writing to HHSC within 15 calendar days of the date the hospital received the notification under this subsection.

(A) The written request for review and all supporting documentation must be sent to HHSC's Director of Hospital Reimbursement, Rate Analysis Department.

(B) The request must allege the specific factual or calculation errors the hospital contends HHSC made that, if corrected, would result in the hospital's qualifying for payments or receiving a more accurate payment amount.

(C) Beginning with DSH program year 2011, a hospital may not base a request for review on a claim that the data the hospital or a Medicaid contractor submitted to HHSC is incorrect or incomplete. The hospital will have an opportunity to resolve disputed data with the Medicaid contractor under subsection (h)(1) of this section.

(D) The request may not dispute HHSC's eligibility, qualification, or payment methodologies.

(E) Within 30 calendar days of the date of the notification, the hospital must submit documentation supporting its allegations.

(4) The review is:

(A) limited to the hospital's allegations of factual or calculation errors;

(B) supported by documentation submitted by the hospital or used by HHSC in making its original determination;

(C) solely a paper review; and

(D) not an adversarial hearing.

(5) HHSC will notify the hospital of the results of the review.

(6) HHSC will not consider requests for review submitted after the deadline specified in paragraph (3) of this subsection unless HHSC subsequently notifies a hospital that it no longer qualifies for DSH funding. In that case, the hospital may request a review in accordance with paragraph (3) of this subsection.

(k) Disproportionate share funds held in reserve.

(1) If HHSC has reason to believe that a hospital is not in compliance with the conditions of participation listed in subsection (e) of this section, HHSC will notify the hospital of possible noncompliance. Upon receipt of such notice, the hospital will have 30 calendar days to demonstrate compliance.

(2) If the hospital demonstrates compliance within 30 calendar days, HHSC will not hold the hospital's DSH payments in reserve.

(3) If the hospital fails to demonstrate compliance within 30 calendar days, HHSC will notify the hospital that HHSC is holding the hospital's DSH payments in reserve. HHSC will release the funds corresponding to any period for which a hospital subsequently demonstrates that it was in compliance. HHSC will not make DSH payments for any period in which the hospital is out of compliance with the conditions of participation listed in subsection (e)(1) and (2) of this section. HHSC may choose not to make DSH payments for any period in which the hospital is out of compliance with the conditions of participation listed in subsection (e)(3) - (7) of this section.

(4) If a hospital's DSH payments are being held in reserve on the date of the last payment in the DSH program year, and no request for review is pending under paragraph (5) of this subsection, the amount of the payments is not restored to the hospital, but is divided proportionately among the hospitals receiving a last payment.

(5) Hospitals that have DSH payments held in reserve may request a review by HHSC.

(A) The hospital's written request for a review must:

(i) be sent to HHSC's Director of Hospital Reimbursement, Rate Analysis Department;

(ii) be received by HHSC within 15 calendar days after notification that the hospital's DSH payments are held in reserve; and

(iii) contain specific documentation supporting its contention that it is in compliance with the conditions of participation.

(B) The review is:

(i) limited to allegations of noncompliance with conditions of participation;

(ii) limited to a review of documentation submitted by the hospital or used by HHSC in making its original determination; and

(iii) not conducted as an adversarial hearing.

(C) HHSC will conduct the review and notify the hospital requesting the review of the results.

(l) Recovery of DSH funds. Notwithstanding any other provision of this section, HHSC will recoup any overpayment of DSH funds made to a hospital, including an overpayment that results from HHSC error or that is identified in an audit. These funds will be redistributed proportionately to DSH providers that are eligible for additional payments.

(m) Failure to provide supporting documentation. HHSC will exclude data from DSH calculations under this section if a hospital fails to maintain and provide adequate documentation to support that data.

(n) Voluntary withdrawal from the DSH program.

(1) HHSC will recoup all DSH payments made during the same DSH program year to a hospital that voluntarily terminates its participation in the DSH program. HHSC will redistribute the recouped funds according to the distribution methodology described in this section to DSH providers eligible for additional payments.

(2) A hospital that voluntarily terminates from the DSH program will be ineligible to receive payments for the next DSH program year after the hospital's termination.

(3) If a hospital does not apply for DSH funding in the DSH program year following a DSH program year in which it received DSH funding, even though it would have qualified for DSH funding in that year, the hospital will be ineligible to receive payments for the next DSH program year after the year in which it did not apply.

(4) The hospital may reapply to receive DSH payments in the second DSH program year after the year in which it did not apply.

(o) Audit process.

(1) Independent certified audit. HHSC is required by the Social Security Act (Act) to annually complete an independent certified audit of each hospital participating in the DSH program in Texas. Audits will comply with all applicable federal law and directives, including the Act, the Omnibus Budget and Reconciliation Act of 1993 (OBRA '93), the Medicare Prescription Drug, Improvement and Modernization Act of 2003 (MMA), pertinent federal rules, and any amendments to such provisions.

(A) Each audit report will contain the verifications set forth in 42 CFR §455.304(d).

(B) The sources of data utilized by HHSC, the hospitals, and the independent auditors to complete the DSH audit and report include:

(i) The Medicaid cost report;

(ii) Medicaid Management Information System data; and

(iii) Hospital financial statements and other auditable hospital accounting records.

(C) A hospital must provide HHSC or the independent auditor with the necessary information in the time specified by HHSC or the independent auditor.

(D) A hospital that fails to provide requested information or to otherwise comply with the independent certified audit requirements may be subject to a withholding of Medicaid disproportionate share payments or other appropriate sanctions.

(E) HHSC will recoup any overpayment of DSH funds made to a hospital that is identified in the independent certified audit and will redistribute the recouped funds proportionately to DSH providers that are eligible for additional payments subject to their final hospital-specific limits.

(F) HHSC may recover from audited non-state hospitals the costs of audits that are required by federal law.

(2) HHSC may conduct or require additional audits.

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 June 22, 2009.

TRD-200902564

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: August 2, 2009

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


DIVISION 10. BIRTHING CENTER SERVICES

1 TAC §355.8181

(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 Texas Health and Human Services Commission or in the Texas Register office, Room 245, James Earl Rudder Building, 1019 Brazos Street, Austin, Texas.)

The Texas Health and Human Services Commission (HHSC) proposes to repeal the Medicaid reimbursement rule, 1 TAC §355.8181, Reimbursement (for birthing center services).

Background and Justification

The proposed repeal of 1 TAC §355.8181, Reimbursement (for birthing center services), is a result of a federal mandate from the Centers for Medicare and Medicaid Services (CMS), which instructed Texas to discontinue Medicaid payments to birthing centers for services rendered in the facility by a certified nurse midwife (CNM) or physician. This proposed repeal of the reimbursement rule for birthing center services will bring HHSC into compliance with the federal mandate from CMS.

Section-by-Section Summary

The proposed repeal of §355.8181 will discontinue Medicaid payments to birthing centers for services provided in the facility by a CNM or physician.

Fiscal Note

Thomas Suehs, Deputy Executive Commissioner for HHSC, has determined that during the first five-year period the repeal is in effect there will be no significant fiscal impact as a result of the repeal of this rule. Even though the payments to birthing centers will be discontinued, the payments that were formerly paid to birthing centers will instead be paid directly to the CNM, or physician, who, as a result of this rule, will then reimburse the birthing center for the use of the facility. Therefore, the elimination of payments to birthing centers will be offset by the increase in rates to CNMs and physicians for services in a birthing center. This change in payment methodology is mandated by CMS.

Small and Micro-business Impact Analysis

The proposed rule repeal will not result in any significant fiscal implications for small businesses, local health and human service agencies or local governments. Those that provide birthing center services will no longer receive direct reimbursement from Medicaid and will instead bill the CNM for reimbursement for Medicaid-covered births. Billing the midwife for services could increase administrative costs. A CNM may incur an administrative cost when complying with this rule because the midwife will have to reimburse the birthing center for its Medicaid services. This change is required by federal regulation. There is no anticipated negative impact on local employment.

Public Benefit

Carolyn Pratt, Director of Rate Analysis, has determined that for each of the first five years the repeal is in effect, the expected public benefit of the repeal of this rule is that HHSC will be in compliance with the CMS directive to discontinue direct payments to birthing centers.

Regulatory Analysis

HHSC has determined that this proposal is not a "major environmental rule" as defined by §2001.0225 of the Texas Government Code. A "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 environmental 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 environmental 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.

Public Comment

Written comments on the proposal may be submitted to Dan Huggins, Director of Acute Care Services, Rate Analysis Department, Texas Health and Human Services Commission, P.O. Box 85200, MC-H400, Austin, Texas 78708-5200; by fax to (512) 491-1998; or by e-mail to Dan.Huggins@hhsc.state.tx.us within 30 days of publication of this proposal in the Texas Register.

Statutory Authority

The repeal is proposed under Texas Government Code §531.033, which authorizes the Executive Commissioner of HHSC to adopt rules necessary to carry out the commission's duties; Texas Human Resources Code §32.021 and Texas Government Code §531.021(a), which provide HHSC with the authority to administer the federal medical assistance (Medicaid) program in Texas; and Texas Government Code §531.021(b), which establishes HHSC as the agency responsible for adopting reasonable rules governing the determination of fees, charges, and rates for medical assistance payments under the Human Resources Code, Chapter 32.

The proposed repeal 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.

§355.8181.Reimbursement.

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 June 18, 2009.

TRD-200902483

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: August 2, 2009

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


SUBCHAPTER M. MISCELLANEOUS MEDICAID PROGRAMS

DIVISION 2. MEDICAID WAIVER PROGRAM FOR PEOPLE WITH DEAF-BLINDNESS AND MULTIPLE DISABILITIES

1 TAC §355.9022

(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 Texas Health and Human Services Commission or in the Texas Register office, Room 245, James Earl Rudder Building, 1019 Brazos Street, Austin, Texas.)

The Texas Health and Human Services Commission (HHSC) proposes to repeal §355.9022, Reimbursement Methodology for Community-Based Services Provided to People Who Are Deaf-Blind with Multiple Disabilities, under Title 1 of the Texas Administrative Code (TAC), Part 15, Chapter 355, Subchapter M, Division 2.

Background and Justification

Section 355.9022 establishes the rate methodology for the Deaf-Blind with Multiple Disabilities (DBMD) Waiver program operated by the Texas Department of Aging and Disability Services (DADS). HHSC, under its authority and responsibility to administer and implement rates, is repealing these rules, and is subsequently proposing rules for the DBMD rate methodology under 1 TAC, Part 15, Chapter 355, Subchapter E, Community Care for Aged and Disabled. These rules are contemporaneously proposed elsewhere in this issue of the Texas Register.

This proposed repeal and the subsequent proposed adoption of these rules in a different chapter will result in the DBMD reimbursement methodology rules being moved from Subchapter M, Miscellaneous Medicaid Programs, to Subchapter E, Community Care for Aged and Disabled, a subchapter which contains similar rules. This movement of the rules will make them more accessible to the public.

Section-by-Section Summary

This section is repealed.

Fiscal Note

Gordon E. Taylor, Chief Financial Officer for the Department of Aging and Disability Services, has determined that during the first five-year period after the rule is repealed and subsequently adopted in a different subchapter, there will be no fiscal impact to state government. There are no fiscal implications for local governments as a result the repeal of this rule.

Small Business and Micro-business Impact Analysis

HHSC has determined that there is no adverse economic effect on small businesses or micro-businesses as a result of the repeal of this rule. The repeal, and the subsequent adoption of this rule in a different subchapter, do not require any changes in practice or any additional cost to the contracted provider.

HHSC does not anticipate that there will be any economic cost to persons who are required to comply with the repeal of this rule. The repeal will not affect local employment.

Public Benefit

Carolyn Pratt, Director of Rate Analysis, has determined that, for each of the first five years after the rule is repealed and subsequently adopted in a different subchapter, the expected public benefit is that the rules will be located in a subchapter with similar rules, and will thus be more accessible to the public.

Takings Impact Assessment

HHSC has determined that this repeal 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 Texas Government Code §2007.043.

Regulatory Analysis

HHSC has determined that the repeal 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 environmental 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 environmental exposure.

Public Comment

Questions about the content of this repeal may be directed to Sarah Hambrick in the HHSC Rate Analysis Department by telephone at (512) 491-1431. Written comments on the repeal may be submitted to Ms. Hambrick by facsimile at (512) 491-1998, by e-mail to sarah.hambrick@hhsc.state.tx.us, or by mail to HHSC Rate Analysis, Mail Code H-400, P.O. Box 85200, Austin, Texas 78708-5200, within 30 days of publication of this proposal in the Texas Register.

Statutory Authority

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

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

§355.9022.Reimbursement Methodology for Community-Based Services Provided to People Who Are Deaf-Blind with Multiple Disabilities.

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 June 22, 2009.

TRD-200902563

Steve Aragón

Chief Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: August 2, 2009

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