TITLE social-services-and-assistance

Part I. Texas Department of Human Services

Chapter 18. Nursing Facility Administrators

40 TAC §§18.1, 18.11-18.14

The Texas Department of Human Services (DHS) proposes the repeal of §18.1, concerning introduction; §18.11, concerning adverse licensure actions; §18.12, concerning violations by an unlicensed person; §18.13, concerning complaint procedures; §18.14, concerning monitoring of licenses; and proposes new §18.1, concerning introduction; §18.11, concerning complaint procedures; §18.12, concerning referral recommendations; §18.13, concerning schedule of sanctions; and §18.14, concerning violations by an unlicensed person; in its Nursing Facility Administrators chapter. The purpose of the repeals and new sections is to comply with Senate Bill 84, which was passed during the 75th Regular Session of the Texas Legislature and which transferred all functions, obligations, rights, contracts, records, and rules of the Texas Board of Nursing Facility Administrators to DHS, effective September 1, 1997. These rule changes alter the complaint procedures by allowing a complainant to be heard, and establish information that should be provided to the complainant and a time frame for the resolution of a complaint. The grounds for sanctioning an administrator have been expanded to include whether a deficiency is related to an act or failure to act by the administrator, and a procedure has been established for the referral of an administrator for a finding of substandard quality of care during an investigation or survey.

Eric M. Bost, commissioner, has determined that for the first five-year period the sections are in effect there will be no fiscal implications for state or local government as a result of enforcing or administering the sections.

Mr. Bost also has determined that for each year of the first five years the sections are in effect the public benefit anticipated as a result of enforcing the sections will be that the health and safety of nursing facility residents will be better protected by ensuring the timely and efficient management of complaints and ensuring appropriate sanctions are initiated against an administrator for a finding of substandard quality of care and deficiency citations that are related to an act or failure to act by the administrator. There will be no effect on small businesses. There is no anticipated economic cost to persons who are required to comply with the proposed sections.

Questions about the content of this proposal may be directed to Renee Clack at (512) 231-5800 in DHS's Credentialing Department. Written comments on the proposal may be submitted to Supervisor, Rules and Handbooks Unit-110, Texas Department of Human Services E-205, P.O. Box 149030, Austin, Texas 78714-9030, within 30 days of publication in the Texas Register .

The repeals are proposed under the Texas Health and Safety Code, Chapter 242, Subchapter I, which authorizes the department to license nursing facility administrators.

The repeals implement the Texas Health and Safety Code, Chapter 242.301-242.322.

§18.1. Introduction.

§18.11. Adverse Licensure Actions.

§18.12. Violations by an Unlicensed Person.

§18.13. Complaint Procedures.

§18.14. Monitoring of Licenses.

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

Filed with the Office of the Secretary of State, on January 12, 1998.

TRD-9800407

Glenn Scott

General Counsel, Legal Services

Texas Department of Human Services

Proposed date of adoption: April 15, 1998

For further information, please call: (512) 438-3765


40 TAC §§18.1, 18.11-18.14

The new sections are proposed under the Texas Health and Safety Code, Chapter 242, Subchapter I, which authorizes the department to license nursing facility administrators.

The new sections implement the Texas Health and Safety Code, Chapter 242.301-242.322.

§18.1. Introduction.

(a)

Purpose. The purpose of this chapter is to implement the provisions of Texas Health and Safety Code, Chapter 242, Subchapter I.

(b)

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

(1)

Abbreviated standard survey - A survey other than a standard survey that gathers information primarily through resident-centered techniques on facility compliance with the requirements for participation. An abbreviated survey may be premised on complaints, a change in ownership, management, director of nursing, or other indicators of specific concern.

(2)

Abuse - Any act, failure to act, or incitement to act done willfully, knowingly, or recklessly through words or physical action which causes or could cause mental or physical injury or harm or death to a resident. This includes verbal, sexual, mental/psychological, or physical abuse, including corporal punishment, involuntary seclusion, or any other actions within this definition.

(3)

Administrative Law Judge - An attorney duly designated and appointed who conducts hearings under this chapter on behalf of the department.

(4)

Administrator - See definition for "nursing facility administrator."

(5)

Administrator-in-training (AIT) - An applicant who is currently undergoing an internship under the auspices of a department-approved, certified preceptor or through a department-approved college practicum.

(6)

Applicant - A person who applies for licensure under the Texas Health and Safety Code, Chapter 242, Subchapter I.

(7)

APA - The Administrative Procedure Act, Chapter 2001 of the Texas Government Code.

(8)

Committee - The nine-member Nursing Facility Administrators Advisory Committee.

(9)

Complaint - An allegation that a licensed nursing facility administrator has violated one or more provisions of the Texas Health and Safety Code, Chapter 242, Subchapter I, or rules adopted under that chapter.

(10)

Completed application - The official nursing facility administrator application forms, fees and all supporting documentation which meet the criteria set out in §18.3 of this title (relating to Application Procedures).

(11)

Contested case - A proceeding in accordance with the APA and this chapter, including but not limited to rule enforcement and licensing, in which the legal rights, duties, or privileges of a party are to be determined by the Administrative Law Judge after an opportunity for an adjudicative hearing.

(12)

Deficiency - A skilled nursing facility or nursing facility's failure to meet a participation requirement as specified in the Social Security Act.

(13)

Department - The Texas Department of Human Services (DHS).

(14)

Equivalency - A level of achievement equivalent to completion of an educational or training program equal in force, amount, or value.

(15)

Formal hearing - A hearing or proceeding conducted under the provisions of the APA.

(16)

Internship - The training period for an Administrator-In-Training gaining supervised practical experience.

(17)

License - A nursing facility administrator license or a provisional nursing facility administrator license.

(18)

Licensee - A person who is licensed under the Texas Health and Safety Code, Chapter 242, Subchapter I.

(19)

Misappropriation of resident property - The taking, secretion, misapplication, deprivation, transfer, or attempted transfer to any person not entitled to receive any property, real or personal, or anything of value belonging to or under the legal control of a resident without the effective consent of the resident or other appropriate legal authority, or taking of any action contrary to any duty imposed by federal or state law prescribing conduct relating to the custody or disposition of property of a resident.

(20)

NAB - National Association of Boards of Examiners for Nursing Home Administrators, Inc.

(21)

Neglect - A deprivation of life's necessities of food, water, or shelter, or a failure of an individual to provide services, treatment, or care to a resident which causes or could cause mental or physical injury, or harm or death to the resident.

(22)

Nursing facility - An institution or facility that is licensed as a nursing facility by the department under the Texas Health and Safety Code, Chapter 242.

(23)

Nursing facility administrator or administrator - A person who engages in the practice of nursing facility administration without regard to whether the person has an ownership interest in the facility or whether the functions and duties are shared with any other person.

(24)

Party - Each person, governmental agency, or officer or employee of a governmental agency named by the Administrative Law Judge as having a justiciable interest in the matter being considered, or any person, governmental agency, or officer or employee of a governmental agency meeting the requirements of a party prescribed by applicable law.

(25)

Person - An individual, corporation, partnership, or other legal entity.

(26)

Practice of nursing facility administration--The performance of the acts of administering, managing, supervising, or being in general administrative charge of a nursing facility.

(27)

Practicum - A course of study designed for the preparation of nursing facility administrators that involves supervision by the college of the practical application of previously studied theory in a nursing facility setting.

(28)

Preceptor - A licensed nursing facility administrator who meets the criteria in §18.6 of this title (relating to Administrators-in-Training).

(29)

Referral - A finding of substandard quality of care in a nursing facility that requires Long Term Care-Regulatory to report an administrator to its licensing authority as mandated by the Code of Federal Regulations.

(30)

Substandard Quality of Care - Any deficiency in Resident Behavior and Facility Practices, Quality of Life, or Quality of Care that constitutes: immediate jeopardy to resident health or safety; or, a pattern of widespread actual harm that is not immediate jeopardy; or, a widespread potential for more than minimal harm that is not immediate jeopardy, with no actual harm.

(31)

Standard survey - A periodic, resident-centered inspection that gathers information about the quality of service furnished in a facility to determine compliance with the requirements of participation.

(32)

Texas Open Meetings Act - The Government Code, Chapter 551, Subchapters A-G.

(33)

Texas Open Records Act - The Government Code, Chapter 552, Subchapters A-G.

(34)

Year - A calendar year.

§18.11. Complaint Procedures.

(a)

The Texas Department of Human Services (DHS), Credentialing Department, will receive and investigate complaint allegations against a licensed nursing facility administrator, including but not limited to, reports of abuse, neglect, misappropriation of a resident's property, and reports of violations of Texas Health and Safety Code, Chapter 242, Subchapter I or DHS's rules adopted under that chapter.

(b)

A person wanting to report a complaint against a licensee will notify the Credentialing Department by calling (512) 231-5800 (for complaints only) or writing the department at the following address: Texas Department of Human Services, Credentialing Department, Mail Code: Y-978, ATTN: Complaint Investigations Section, P.O. Box 149030, Austin, TX 78714-9030.

(c)

Upon receipt of a complaint, the Credentialing Department director or designee will send to the complainant, an official form which the complainant will be requested to complete and return to DHS. DHS will provide reasonable assistance to an individual wishing to file a complaint against a licensee.

(d)

DHS will utilize the following form which standardizes information concerning complaints made about a licensee:

Figure 1: 40 TAC 18.11(d)

(e)

The Credentialing Department director or designee will receive and prioritize complaint allegations that are made against a licensee in the following manner:

(1)

Priority one investigations are allegations of physical abuse, sexual abuse, neglect, death, serious injury, or immediate jeopardy to resident health or safety. Priority one investigations will be initiated by the Credentialing Department within 24 hours of receipt or by the next working day.

(2)

Priority two investigations are allegations of inadequate resident care that are not life threatening; verbal abuse; or misappropriation of resident property. Priority two investigations will be initiated within 14 calendar days following receipt of the complaint.

(3)

Priority three investigations are allegations of misconduct. Priority three investigations will be initiated within 30 calendar days following receipt of the complaint.

(f)

An investigation of the licensee and complaint allegation will be conducted by DHS investigative staff to determine compliance with this rule. The investigation will include contact with the complainant who will be provided an opportunity to explain the allegations made in the complaint.

(g)

After a complaint is filed against a licensee, the Credentialing Department will provide the following information to a complainant:

(1)

the assigned case number;

(2)

the projected time requirements for pursuing the complaint;

(3)

any change in the schedule for pursuing the complaint; and

(4)

DHS's final disposition of the complaint at the conclusion of the investigation.

(h)

If special circumstances exist, DHS may utilize the services of a private investigator to conduct complaint investigations when DHS determines it would be an efficient and expeditious process. The private investigator will be obtained by following DHS's usual contracting procedures.

(i)

The investigation will be initiated by no later than 30 calendar days after the date the written complaint is received by DHS.

(j)

The licensee must make all facility books, records, and other pertinent documents maintained by or on behalf of a facility accessible to DHS upon request.

(1)

During an investigation, DHS is authorized to photocopy documents, photograph residents, and use any other recording devices to preserve evidence.

(2)

Examples of records and documents which may be requested or photocopied or otherwise reproduced are medical records, including nursing notes, incident/accident reports, pharmacy records, physician orders, and bookkeeping records.

(3)

When copies are requested, the facility may charge DHS at a rate not to exceed the rate charged by DHS for copies. The administrator will be responsible for providing copies to DHS staff. If copying requires the records to be removed from the facility, a representative of the facility will be expected to accompany the records and assure their order and preservation.

(4)

DHS will protect the copies for privacy and confidentiality in accordance with recognized standards of medical records practice, applicable state and federal laws, and DHS policy.

(k)

The licensee must not impede an investigation through the harassment or intimidation of nursing facility employees or residents.

(l)

The Credentialing Department director or designee will keep an information file on each complaint which will include the following information:

(1)

all persons contacted in relation to the complaint, which must include the person who filed the complaint and an explanation for the allegation;

(2)

a summary of findings made at each step of the complaint process;

(3)

an explanation of the legal basis and reason for a complaint that is dismissed, or substantiated; and

(4)

other relevant information.

(m)

The Credentialing Department director or designee will maintain a schedule of the projected time frames for pursuing a complaint that must be kept in the information file for the complaint. A change in the schedule must be recorded in the complaint information file and all parties to the complaint must be notified not later than seven calendar days after the date the change is made.

(n)

The Credentialing Department director or designee will notify all parties of the status of the complaint on a quarterly basis until final disposition of the complaint, unless notice would jeopardize an undercover investigation.

(o)

After completion of the investigation, the person completing the investigation will submit the findings to the Credentialing Department director or designee. The complaint investigative report will state all relevant facts and findings obtained during the investigation. The complaint investigative report, facts, and findings will be presented to the committee for consideration of adverse licensure action.

(p)

If the committee determines insufficient evidence exists to support or act upon the complaint, the complaint will be dismissed. Written notification of the dismissal will be provided to the complainant and licensee or person against whom the complaint has been filed.

(q)

If the committee determines that there are sufficient grounds to support the complaint, the committee may initiate a recommendation for adverse licensure action or any other action as authorized by law.

(r)

The resolution of a complaint will not exceed 90 days from the date the written complaint is received to the date of the notification letter that informs the licensee of the department's findings and proposed actions.

(s)

The commissioner of the Texas Department of Human Services or designee will report to the Texas Board of Human Services quarterly on complaints that have been dismissed by DHS.

§18.12. Referrals.

(a)

Long Term Care-Regulatory survey team findings will be evaluated in each regional office to determine if substandard quality of care exists and whether deficiency citations from a standard or abbreviated standard survey are related to the following criteria which are based on the Standards of Conduct for nursing facility administrators:

(1)

the licensee's failure to be knowledgeable and involved in the daily management of the facility and its resources to ensure compliance;

(2)

the licensee's failure to respond in a timely manner when aware of inadequate care or conditions in the facility which results in actual harm to a resident;

(3)

the licensee's failure to adequately investigate allegations of abuse, neglect, or misappropriation of a resident's property and implement appropriate interventions for continued resident protection; or

(4)

the licensee's failure to establish or utilize effective delivery systems to promote quality resident care and services.

(b)

The Credentialing Department will receive and evaluate referrals from Long Term Care- Regulatory when survey findings indicate substandard quality of care.

(c)

The Texas Department of Human Services, upon consideration of all factors related to a violation, will impose one or more sanctions for a statutory or rule violation as set forth in §18.13 of this title (relating to Schedule of Sanctions).

(d)

The procedures for notification of adverse licensure are set forth in §18.13(e) of this title (relating to Schedule of Sanctions).

§18.13. Schedule of Sanctions.

(a)

The Texas Department of Human Services (DHS), upon consideration of all factors related to a violation, will impose one or more of the following sanctions for statutory or rule violations:

(1)

assessment of an administrative penalty;

(2)

revocation of a license;

(3)

suspension of a license;

(4)

denial of an application to renew a license;

(5)

issuance of a written reprimand to a licensee;

(6)

requirement of a licensee to participate in additional continuing education programs; or

(7)

placement of a nursing facility administrator's license on probation.

(b)

The procedures for notification of adverse licensure actions are set forth in subsection (e) of this section. DHS will initiate sanctions on any of the following grounds:

(1)

the licensee has wilfully or repeatedly violated a provision of this subchapter or a rule adopted under this subchapter;

(2)

the licensee has wilfully or repeatedly acted in a manner inconsistent with the health and safety of the residents of a facility of which the licensee is an administrator;

(3)

the licensee obtained or attempted to obtain a license through misrepresentation or deceit or by making a material misstatement of fact on a license application;

(4)

the licensee's use of alcohol or drugs creates a hazard to the residents of a facility;

(5)

a judgment of a court of competent jurisdiction finds that the licensee is mentally incapacitated;

(6)

the licensee has been convicted in a court of competent jurisdiction of a misdemeanor or felony involving moral turpitude;

(7)

the licensee has been negligent or incompetent in the licensee's duties as a nursing facility administrator;

(8)

a survey indicates substandard quality of care that is related to an act or failure to act by the licensee;

(9)

the deficiencies cited during a survey are related to the licensee's failure to:

(A)

be knowledgeable and involved in the daily management of the facility and its resources to ensure compliance;

(B)

respond in a timely manner when aware of inadequate care or conditions in the facility which results in actual harm to a resident;

(C)

adequately investigate allegations of abuse, neglect, or misappropriation of a resident's property and implement appropriate interventions for continued resident protection; or

(D)

establish or utilize effective service delivery systems to promote quality resident care and services.

(c)

DHS will consider the following factors before determining a sanction for a statutory or rule violation:

(1)

the seriousness of the violation and the harm or potential harm created to the health and safety of facility residents;

(2)

the economic harm to property or environment caused by the violation;

(3)

the efforts of the licensee to correct the violation; and

(4)

the licensee's history of previous violations.

(d)

Probation of sanctions. DHS may probate a sanction and require the licensee to:

(1)

periodically report on matters that are the basis for the probation;

(2)

limit practice to only specific areas; or

(3)

obtain continuing education until a satisfactory degree of skill is attained in those areas that are the basis of the probation.

(e)

Procedures for adverse licensure action.

(1)

If DHS initiates an adverse licensure action, the deputy commissioner of the Office of Program Integrity or designee will give the licensee written notice of the reason(s) for the decision to initiate action.

(2)

The deputy commissioner of the Office of Program Integrity or designee will provide written notification of the opportunity to a hearing to the licensee in accordance with the provisions of the Administrative Procedure Act and hearing procedures in Chapter 79, Subchapter Q of this title (relating to Formal Appeals).

(f)

Opportunity for a hearing. The licensee is entitled to a hearing in accordance with rules promulgated by the Texas Board of Human Services before a sanction is imposed under this section.

(g)

Suspension of license for failure to pay child support.

(1)

On receipt of a final court or attorney general's order suspending a license due to failure to pay child support, the Credentialing Department director or designee will immediately determine if DHS has issued a license to the obligator named on the order, and, if a license has been issued:

(A)

record the suspension of the license in the department's records;

(B)

report the suspension as appropriate; and

(C)

demand surrender of the suspended license.

(2)

DHS will implement the terms of a final court or attorney general's order suspending a license without additional review or hearing. DHS will provide notice as appropriate to the licensee or to others concerned with the license.

(3)

DHS may not modify, remand, reverse, vacate, or stay a court or attorney general's order suspending a license issued under the Family Code, Chapter 232 as added by Acts 1995, 74th Legislature, Chapter 751, §85 and may not review, vacate, or reconsider the terms of an order.

(4)

A licensee who is the subject of a final court or attorney general's order suspending his or her license is not entitled to a refund for any fee paid to DHS.

(5)

If a suspension overlaps a license renewal period, an individual with a license suspended under this section will comply with the normal renewal procedures in this chapter; however, the license will not be renewed until paragraphs (7) and (8) of this subsection are met.

(6)

An individual who continues to act as a licensed nursing facility administrator after the issuance of a court or attorney general's order suspending the license is liable for the same civil and criminal penalties provided for engaging in the prohibited activity without a license or while a license is suspended as any license holder.

(7)

On receipt of a court or attorney general's order vacating or staying an order suspending a license, the Credentialing Department director or designee will promptly issue the affected license to the individual if the individual is otherwise qualified for the license.

(8)

The individual must pay a reinstatement fee set out in §18.2 of this title (relating to Fees) prior to issuance of the license under paragraph (7) of this subsection.

(9)

A party may appear in person or be represented by counsel or other authorized representative.

§18.14. Violations by an Unlicensed Person.

(a)

An individual may not act as a nursing facility administrator or represent to others that the individual is a nursing facility administrator unless licensed under the Texas Health and Safety Code, Chapter 242, Subchapter I.

(b)

An unlicensed person who facilitates or coordinates the provision of professional services but does not act as a licensed nursing facility administrator is not in violation of Texas Health and Safety Code, Chapter 242, Subchapter I.

(c)

If a licensee is under investigation for an alleged statutory or rule violation and allows a license to expire or voluntarily surrenders a license before completion of the investigation, the Texas Department of Human Services (DHS) maintains the authority to issue a written reprimand and/or assess an administrative penalty against the individual at the conclusion of the investigation.

(d)

DHS may file suit in its own name and avail itself of any other action, proceeding, or remedy authorized by law to enjoin a violation of Texas Health and Safety Code, Chapter 242, Subchapter I or rules adopted under that chapter.

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

Filed with the Office of the Secretary of State, on January 12, 1998.

TRD-9800408

Glenn Scott

General Counsel, Legal Services

Texas Department of Human Services

Proposed date of adoption: April 15, 1998

For further information, please call: (512) 438-3765


Chapter 48. Community Care for Aged and Disabled

1915(c) Medicaid Home and Community-based Waiver Services for Aged and Disabled Adults Who Meet Criteria for Alternatives to Nursing Facility Care

40 TAC §§48.6092, 48.6094, 48.6096

The Texas Department of Human Services (DHS) proposes new §§48.6092, 48.6094, and 48.6096, concerning initiation of Community Based Alternatives (CBA) home and community support services (HCSS), delay of Community Based Alternatives (CBA) home and community support services (HCSS) initiation, and service breaks, in its Community Care for Aged and Disabled chapter. The purpose of the new sections is to establish provider standards and performance outcomes for service delivery.

Eric M. Bost, commissioner, has determined that for the first five- year period the proposed sections will be in effect there will be no fiscal implications for state or local government as a result of enforcing or administering the sections.

Mr. Bost also has determined that for each year of the first five years the sections are in effect the public benefit anticipated as a result of enforcing the sections will be the establishment of the performance outcomes of timely initiation of service, the use of trained providers, and services delivered in accordance with the individual plan of care. There will be no effect on small businesses. There is no anticipated economic cost to persons who are required to comply with the proposed sections.

Questions about the content of the proposal may be directed to Anita Anderson at (512) 438-3195 in DHS's Community Care Section. Written comments on the proposal may be submitted to Supervisor, Rules and Handbooks Unit-124, Texas Department of Human Services E-205, P.O. Box 149030, Austin, Texas 78714-9030, within 30 days of publication in the Texas Register .

The new sections are proposed under the Human Resources Code, Title 2, Chapters 22 and 32, which provides the department with the authority to administer public and medical assistance programs and under Texas Government Code §531.021, which provides the Health and Human Services Commission with the authority to administer federal medical assistance funds.

The new sections implement §§22.001-22.030 and §§32.001-32.042 of the Human Resources Code.

§48.6092. Initiation of Community Based Alternatives (CBA) Home and Community Support Services (HCSS).

In order to initiate CBA HCSS services, the provider agency must:

(1)

negotiate a start date with the case manager for:

(A)

priority status applicants; or

(B)

routine status applicants needing a specific start date as determined by the case manager;

(2)

initiate waiver services:

(A)

on or before any negotiated start date; or

(B)

within seven calendar days from the effective date on the Texas Department of Human Services' (DHS's) Notification of CBA Services form for routine status applicants, if no earlier start date has been negotiated; and

(3)

ensure that the HCSS registered nurse (RN) provides the training specified in subparagraphs (A)-(C) of this paragraph to the attendant in the participant's home, on or before the date of initiation of service:

(A)

information about the participant's health condition and how it may affect the performance of tasks;

(B)

tasks to be performed, work schedule, and safety and emergency procedures; and

(C)

symptoms or changes in the participant's health status about which the unlicensed person should notify either the RN or the attending physician.

§48.6094.Delay of Community Based Alternatives (CBA) Home and Community Support Services (HCSS) Initiation.

(a)

The HCSS agency must verbally notify the case manager by the next Texas Department of Human Services (DHS) work day if services cannot be initiated:

(1)

within seven calendar days of the effective date entered on DHS's Notification of CBA Services form, for cases in which a service initiation date was not negotiated; or

(2)

by the negotiated service initiation date documented on DHS's Case Information form sent to the HCSS agency by the case manager as part of the written authorization.

(b)

The HCSS agency must submit DHS's Case Information form to the case manager confirming verbal agreements by the next DHS work day of having negotiated a new service initiation date with the case manager.

§48.6096. Service Breaks.

The home and community support services (HCSS) agency must ensure that any authorized or scheduled personal assistance services are delivered in accordance with the Individual Service Plan unless the actions specified in paragraphs (1)-(4) of this section occur:

(1)

services are automatically suspended;

(2)

services are suspended for cause;

(3)

the participant is not at home when services are scheduled to be delivered; or

(4)

the participant requests that services not be provided on specific days.

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

Filed with the Office of the Secretary of State on January 7, 1998.

TRD-9800252

Glenn Scott

General Counsel, Legal Services

Texas Department of Human Services

Proposed date of adoption: March 15, 1998

For further information, please call: (512) 438-3765


Part XX. Texas Workforce Commission

Chapter 821. Texas Payday Rules

The Texas Workforce Commission proposes new §§821.1-821.6, 821.21-821.28, 821.41-821.46, 821.61-821.63 and 821.81, concerning Payment of Wages. The proposed rules interpret and clarify the provisions of Texas Labor Code, Chapter 61, Payment of Wages.

The Commission administers the investigation, determination and collection of unpaid wages for employees. This program is an administrative alternative to litigation in Texas courts.

Subchapter A of the proposed rules contains provisions of general application relating to the title and purpose of the rules, definitions of terms, jurisdiction and the relation of Texas Labor Code, Chapter 61, to other wage and hour laws. Subchapter B of the proposed rules interprets and clarifies statutory provisions relating to the form and delivery of wages, the timeliness of payment, fringe benefits and commissions, treatment of loans and advances, and withholding wages. Subchapter C of the proposed rules interprets and clarifies statutory provisions relating to various stages in the administrative wage claim process. Subchapter D of the proposed rules addresses the wage collection process. Finally, Subchapter E of the proposed rules sets out the Commission's policy on requiring bonds of certain employers.

Randy Townsend, Director of Finance, has determined that for the first five-year period the rules are in effect, there will be no fiscal implications for state or local government as a result of enforcing or administering the rules.

LaSha Barefield, Deputy Director of Labor Law Enforcement, Education & Regulation, has determined that for each year of the first five years the rules are in effect, the public benefit anticipated as a result of enforcing the rules will be to provide a clear understanding of the rules implementing and interpreting the provisions of the Texas Labor Code, Chapter 61, Payment of Wages.

There will be no effect on small businesses.

There are no anticipated economic costs to persons who are required to comply with the proposed rules.

Comments on the proposed rules may be submitted to LaShea Barefield, Labor Law Enforcement, Education and Regulation Department, Texas Workforce Commission, 101 East 15th Street, Austin, Texas 78778-0001; telephone number (512) 837-9559; facsimile number (512) 834-3632; e-mail address LaShea.Barefield@twc.state.tx.us.

The Commission will schedule a public hearing on the proposed rules to follow the Commission's regularly scheduled meeting on February 10, 1998 in Room 644 of the TWC Building at 101 E. 15th Street in Austin, Texas.

Subchapter A. General Provisions

40 TAC §§821.1-821.6

The new rules are proposed under Texas Labor Code, Title 2, which provides the Texas Workforce Commission with the authority to adopt, amend, or rescind such rules as it deems necessary for the effective administration of the Commission and compliance with Texas Labor Code, Chapter 61, Payment of Wages.

The proposed new rules affect the Texas Labor Code, Title 2, and Texas Labor Code, Chapter 61, Payment of Wages.

§821.1. Title and Purpose.

(a)

Title. These rules may be cited as the Texas Payday Rules.

(b)

Purpose. The purpose of these rules is to implement and interpret the provisions of the Texas Labor Code, Chapter 61, Payment of Wages.

§821.2. Definitions.

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

Act

-- Texas Labor Code, Chapter 61, also known as the Texas Payday Act or the Texas Payday Law.

Claimant

-- A person who has filed a wage claim under the Act.

Commission

-- The Texas Workforce Commission.

Court of competent jurisdiction

-- a court authorized to issue an order including, but not limited to, a legislative or statutory county court at law, district court, small claims court, or federal court that acts within the appropriate jurisdiction over the amount in controversy, the person, and other appropriate subject matter.

§821.3. Jurisdiction.

(a)

The Commission shall exercise jurisdiction over wage claims in which:

(1)

the work is performed exclusively in Texas;

(2)

the work is performed in part in Texas and in part in other states within the United States and where the wages would be reportable to Texas for Unemployment Insurance purposes pursuant to Texas Labor Code §201.043; or

(3)

the work is performed by an individual who is a Texas resident at the time the work is performed and the work is performed outside Texas for a Texas employer or a non-resident employer over whom Texas exercises jurisdiction pursuant to subsection (b) of this section.

(b)

The Commission shall exercise jurisdiction over a non-resident employer pursuant to the Texas Civil Practice & Remedies Code, Chapter 17, Subchapter C, also known as the "Texas Long-Arm Statute," when all three of the following are met:

(1)

the employer purposely does some act or consummates some transaction in Texas;

(2)

the wage claim arises from the employer's act or the employer's contact with Texas is continuing and systematic; and

(3)

exercising jurisdiction is consistent with:

(A)

fair play and justice as determined by the quality, nature and extent of the employer's activities in Texas including the extent to which the employer avails itself of the benefits and protections of Texas law; and

(B)

the relative convenience of the parties.

(c)

The Commission shall not exercise jurisdiction over wage claims to the extent the wages are for work performed outside the United States.

§821.4. Political Subdivision.

(a)

An entity is a political subdivision of the state, and therefore not an employer under the Act, if it meets the criteria in either subsections (b) or (c) of this section.

(b)

An entity is a political subdivision of this state if it is a governmental unit having:

(1)

the power to tax real and tangible personal property;

(2)

limited geographic and jurisdictional boundaries;

(3)

locally elected or locally appointed governing members; and

(4)

the authority to provide a general public service or benefit.

(c)

An entity is a political subdivision of this state if the entity is so designated by Texas statute.

(d)

Entities that are political subdivisions of this state include, but are not limited to:

(1)

cities;

(2)

counties;

(3)

school districts;

(4)

junior college districts;

(5)

levee improvement districts;

(6)

drainage districts;

(7)

irrigation districts;

(8)

water improvement districts;

(9)

water control and improvement districts;

(10)

water control and preservation districts;

(11)

freshwater supply districts;

(12)

navigation districts;

(13)

conservation and reclamation districts;

(14)

soil conservation districts;

(15)

municipal utility districts;

(16)

river authorities; and

(17)

other similar entities.

§821.5. Employment Status: Employee or Independent Contractor.

The Commission adopts the following form, Form C-8, as its official guideline for use in determining employment status.

Figure 1: 40 TAC §821.5

§821.6. Wage Claims Involving Minimum Wage or Overtime.

(a)

The Commission shall consider any applicable minimum wage and overtime requirement in determining if wages are due and unpaid.

(b)

In determining an employee's entitlement to federal minimum wage or overtime, the Commission shall look to the Fair Labor Standards Act (FLSA) of 1938 as amended, 29 U.S.C. 201 et seq. , and the regulations promulgated by the United States Department of Labor thereunder. In determining an employee's entitlement to state minimum wage, the Commission shall look to the Texas Minimum Wage Act, located at Texas Labor Code, Chapter 62.

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

Filed with the Office of the Secretary of State, on January 12, 1998.

TRD-9800400

J. Ferris Duhon

Acting Deputy Director

Texas Workforce Commission

Earliest possible date of adoption: February 23, 1998

For further information, please call: (512) 463-8812


Subchapter B. Payment of Wages

40 TAC §§821.21-821.28

The new rules are proposed under Texas Labor Code, Title 2, which provides the Texas Workforce Commission with the authority to adopt, amend, or rescind such rules as it deems necessary for the effective administration of the Commission and compliance with Texas Labor Code, Chapter 61, Payment of Wages.

The proposed new rules affect the Texas Labor Code, Title 2, and Texas Labor Code, Chapter 61, Payment of Wages.

§821.21. Complete and Unconditional Payment of Wages.

(a)

An employer has paid an employee's wages for purposes of the Act if the employer has delivered the wages to the employee:

(1)

in a form authorized by Texas Labor Code § 61.016; and

(2)

by a method authorized by Texas Labor Code § 61.017.

(b)

An employer has paid an employee's wages for purposes of the Act if the employer has complied with subsection (a) of this section despite the subsequent loss, misplacement or theft of the wages unless the loss, misplacement or theft is attributable to the employer.

(c)

An employer has not paid an employee's wages for purposes of the Act if:

(1)

the employee returns or refuses the paycheck because the employee has good reason to believe the paycheck will be dishonored; or

(2)

the employee disagrees with the amount of the paycheck, and has good reason to believe the employee's endorsement of the paycheck will release the employer from further liability to the employee for wages already earned.

(d)

An employer has not paid an employee's wages for purposes of the Act if the employee has received the wages subject to a third party claim because:

(1)

the paycheck has been dishonored due to insufficient funds, a stop-payment order or any other reason attributable to the employer;

(2)

the employer has caused a direct deposit of the wages to be reversed; or

(3)

the employer has taken other similar action to undo the payment of wages.

§821.22. Payment Other Than on Payday.

(a)

For purposes of § 61.013 of the Act, the Commission interprets "another regular business day" to mean any regular business day, which is designated as being such within the customary practice of the employer, following the employer's designated payday.

(b)

When an employee leaves employment other than by discharge on a payday, payment of wages in full will be due the following scheduled payday. The Commission shall consider "discharge" as dismissal or release from employment initiated by the employer including, but not limited to, layoff.

§821.23. Delayed Wage Payments.

(a)

An employer may delay beyond the regularly scheduled payday the payment to an employee of wages the employer is unable to calculate solely because of the employee's failure or refusal to submit information required for the calculation. If the employer is able to calculate part of the employee's wages, the employer may not delay the payment of that part of the employee's wages.

(b)

An employer may not delay the payment of wages to an employee under subsection (a) of this section beyond the payday immediately following the time the employer is able to reasonably ascertain the amount of wages due for the pay period in question.

(c)

An employer is deemed to be able to calculate the amount of an employee's wages before a payday if the employee submits all information required for the calculation no later than the deadline set by the employer for that purpose.

§821.24. Electronic Funds Transfer.

(a)

An employer may not mandate that an employee accept payment by electronic funds transfer for wages already earned. Although the Act allows for payment of wages in the form of electronic funds transfer, it requires the employee's written agreement to electronic funds transfer as the method of delivery.

(b)

An employer may deduct from an employee's wages the cost to the employer of that employee's electronic funds transfer payment of wages when authorized in writing by the employee.

§821.25. Fringe Benefits.

(a)

For purposes of § 61.001 (7)(B) of the Act, vacation pay and sick leave pay are payable to an employee upon separation from employment only if a written agreement with the employer or a written policy of the employer specifically provides for payment.

(b)

Severance pay is payment by an employer to an employee beyond the employee's wages on termination of employment, usually based on the employee's length of prior services, and is not attributable to any period of time subsequent to termination. Wages in lieu of notice is not severance pay. Wages in lieu of notice is payment by an employer to an employee beyond the employee's wages on termination of employment when no advance notice of termination has been given to the employee.

(c)

For purposes of § 61.001 (7)(B) of the Act, the sale of an employer's business is a termination of employment with all of the employer's employees. At the time of termination, the employer becomes liable for the payment of vacation pay, holiday pay, sick leave pay, parental leave pay, or severance pay if owed pursuant to a written agreement or written policy between the employer and its employees.

(d)

For purposes of § 61.001 (7) of the Act, expense reimbursements paid to employees are not wages. Expense reimbursements are payments to the employee for costs expended by the employee directly related to the employer's business.

(e)

Absent the inclusion of definitions of terms in a written agreement with the employer or under a written policy of the employer, a term will be given its ordinary meaning unless a party establishes that it is defined in another way.

(f)

For purposes of § 61.001 (7)(B) of the Act, accrued leave time of an employee shall carry over to subsequent years only if a written agreement with the employer or a written policy of the employer specifically provides for it.

§821.26. Commissions.

(a)

For purposes of § 61.015 of the Act:

(1)

Commissions are earned when the employee has met all the required conditions set forth in the applicable agreement with the employer. To change an agreement, there must be prior notice as to the nature and effective date of the changes. Changes to written agreements shall be in writing.

(2)

Commissions are due to be paid, in a timely manner, according to the terms specified in an agreement between an employer and an employee. The terms should specify the time intervals or circumstances (or combinations thereof) that would cause commissions to become payable, such as, but not limited to, weekly, monthly, quarterly, when sales transactions are recorded, upon buyer's remittance, etc.

(b)

Unless the agreement states otherwise, the employer shall pay, after separation, commissions earned as of the time of separation.

(c)

Commissions due after separation from employment are payable based on the routine or practice specified in the agreement when the employee was employed, or on any special agreement made between the employee and the employer upon separation.

(d)

Draws against commissions may be recovered from the current or any subsequent pay period until fully reconciled.

§821.27. Loans and Advances.

(a)

An employer must comply with Texas Labor Code § 61.018, and this chapter in order to recoup a loan the employer made to an employee.

(b)

In recouping a loan made to an employee, an employer may count the loan repayment toward any applicable minimum or overtime wages the employer is obligated to pay to the employee.

(c)

In recouping a loan made to an employee from any of the employee's paychecks, including the employee's final paycheck, the employer may not withhold or divert more than the agreed amount. The agreed amount is the amount:

(1)

identified as the amount to be withheld from any one paycheck in the written loan agreement between the employer and employee; or

(2)

otherwise authorized in writing by the employee for repayment of the loan.

(d)

An employer does not need written authorization to recoup wages the employer paid in advance to an employee.

(e)

An employer pays wages in advance only if both the employer and employee understand and agree that the employer is advancing to the employee wages that are unearned, or earned but not yet due for payment.

§821.28. Deductions.

(a)

The Commission provides the following guidance in determining whether an employer is entitled to withhold or divert wages under court order, by law or with written authorization under §61.018 of the Act:

(1)

A court is presumed to be a court of competent jurisdiction with respect to issuing court orders. The burden shall be on the party opposing a court order to challenge the court's authority by appealing to the issuing court or court of appropriate review as the Commission will presume full faith and credit applies to court orders.

(2)

State or federal law includes statutes and codes enacted by Congress or the Texas Legislature, rules promulgated by a Texas or federal agency, and regulations promulgated by a Texas or federal agency.

(3)

A lawful purpose is one that is authorized, sanctioned, or not forbidden, by law.

(b)

Deductions shall be specific as to the lawful purpose for which the employee has accepted the responsibility or liability. Written authorizations shall include:

(1)

sufficient information to give the employee a reasonable expectation of the amount to be withheld from pay; and

(2)

a clear indication that the deduction is to be withheld from wages.

(c)

The employee's signed acknowledgment of receipt of company policies can be authorization to withhold wages if the acknowledgment meets the requirements of subsection (b) of this section. The signed acknowledgment of receipt shall also include language that states that the employee agrees to abide by or be bound to these company policies.

(d)

The Commission shall consider the following factors when evaluating deductions for losses:

(1)

the employer shall provide evidence to the Commission that the employee was responsible for the losses; and

(2)

the employer shall provide evidence to the Commission of the dollar value or amount of the losses.

(e)

The employer shall ensure that properly withheld wages are applied toward their authorized purpose. Properly withheld wages not applied toward their authorized purpose will be considered unlawful deductions.

(f)

The employer shall obtain written authorization as required under the Act to deduct credit card service charges from an employee's tips.

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

Filed with the Office of the Secretary of State, on January 12, 1998.

TRD-9800401

J. Ferris Duhon

Acting Deputy Director

Texas Workforce Commission

Earliest possible date of adoption: February 23, 1998

For further information, please call: (512) 463-8812


Subchapter C. Wage Claims

40 TAC §§821.41-821.46

The new rules are proposed under Texas Labor Code, Title 2, which provides the Texas Workforce Commission with the authority to adopt, amend, or rescind such rules as it deems necessary for the effective administration of the Commission and compliance with Texas Labor Code, Chapter 61, Payment of Wages.

The proposed new rules affect the Texas Labor Code, Title 2, and Texas Labor Code, Chapter 61, Payment of Wages.

§821.41. Validity of Claim/Filing and Investigative Procedures.

(a)

A faxed wage claim does not meet the requirements of § 61.051 and will not be accepted as a valid claim.

(b)

A photocopy of a wage claim is not valid without original signatures of the claimant and the witness.

(c)

A wage claim must be filled out completely, legibly, and sufficiently to identify and allow the Commission to attempt contact with the employer.

§821.42. Timeliness.

(a)

The Commission shall determine the filing date of a wage claim as the date delivered in person to the Commission or the date of a mailed wage claim based on the following:

(1)

The postmark date of a wage claim properly addressed shall establish by a rebuttable presumption the date upon which the wage claim was filed unless the party opposing this presumption presents evidence to establish some other filing date.

(2)

Absent a postmark or evidence establishing some other filing date, the date of receipt by the Commission shall control.

(b)

The Commission shall deem a wage claim invalid if filed before the wages are due for payment.

(c)

The Commission shall suspend the time limit for filing a wage claim only for those reasons required by law including, but not limited to, bankruptcy stays.

§821.43. Wage Claim Withdrawal.

(a)

The Commission shall allow a claimant to withdraw a wage claim when:

(1)

the order has not become final; or

(2)

the order has become final but the parties agree on a settlement, part of which is the claimant's agreement to withdraw the wage claim.

(b)

A claimant withdrawing a wage claim must submit a form as prescribed by the Commission before the Commission levies funds to satisfy the order. Regardless of any settlement agreement entered into by the parties, after the Commission has collected funds to satisfy the order, the Commission shall disburse the collected funds in accordance with the final order of the Commission to the claimant unless otherwise ordered by a court.

(c)

The Commission shall apply the withdrawal of a wage claim to both administrative penalties and wages.

§821.44. Bad faith.

(a)

An employer acts in bad faith in not paying wages as required by the Act when that employer acts:

(1)

with the knowledge that the failure to pay wages is in violation of the Act or this chapter; or

(2)

in reckless disregard for the requirements of the Act or this chapter.

(b)

An employee brings a wage claim in bad faith when the employee does so:

(1)

with the knowledge that the claim is groundless; or

(2)

solely to harass the employer against whom the claim is brought.

(c)

An employee brings a wage claim by filing the claim with the Texas Workforce Commission.

§821.45. Appeals.

(a)

If either party files an appeal to a preliminary wage determination order, the Commission shall consider all issues, including the amount of wages in controversy.

(b)

The Commission shall hear all timely requests for reopening and grant such requests if it appears the petitioner has shown good cause for his failure to appear at the prior hearing.

§821.46. Void Determination Orders and Decisions.

A preliminary wage determination order and a decision shall be void from its inception when a non-existent entity is ordered to pay wages.

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

Filed with the Office of the Secretary of State, on January 12, 1998.

TRD-9800402

J. Ferris Duhon

Acting Deputy Director

Texas Workforce Commission

Earliest possible date of adoption: February 23, 1998

For further information, please call: (512) 463-8812


Subchapter D. Collection Action

40 TAC §§821.61-821.63

The new rules are proposed under Texas Labor Code, Title 2, which provides the Texas Workforce Commission with the authority to adopt, amend, or rescind such rules as it deems necessary for the effective administration of the Commission and compliance with Texas Labor Code, Chapter 61, Payment of Wages.

The proposed new rules affect the Texas Labor Code, Title 2, and Texas Labor Code, Chapter 61, Payment of Wages.

§821.61. Proof of Payment.

(a)

When the employer submits proof of payment, the Commission shall afford the claimant the opportunity to contest the information submitted.

(b)

A claimant who submits proof of payment shall do so in writing by a signature verifiable by the Commission.

§821.62.Collection Pending Judicial Review.

The Commission may initiate or continue collection on a final order unless a party complies with the payment provision of Texas Labor Code § 61.063.

§821.63. Assignment of Lien to Claimant.

(a)

Upon written request by the claimant, the Commission shall execute an assignment of lien to the claimant. The claimant shall bear responsibility for recording the lien.

(b)

Any partial assignment shall leave in full force and effect the lien regarding the remaining claimants.

(c)

The Commission's assignment of lien is final and irrevocable.

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

Filed with the Office of the Secretary of State, on January 12, 1998.

TRD-9800403

J. Ferris Duhon

Acting Deputy Director

Texas Workforce Commission

Earliest possible date of adoption: February 23, 1998

For further information, please call: (512) 463-8812


Subchapter E. Bonds

40 TAC §821.81

The new rules are proposed under Texas Labor Code, Title 2, which provides the Texas Workforce Commission with the authority to adopt, amend, or rescind such rules as it deems necessary for the effective administration of the Commission and compliance with Texas Labor Code, Chapter 61, Payment of Wages.

The proposed new rules affect the Texas Labor Code, Title 2, and Texas Labor Code, Chapter 61, Payment of Wages.

§821.81. Bonding.

(a)

When authorized by Texas Labor Code § 61.031, the Commission may require a bond of an employer if the Commission reasonably believes the employer would otherwise fail to comply with the Act.

(b)

The Commission shall consider the following factors in determining the amount of the bond:

(1)

the seriousness of the violation, including nature, circumstances, extent and gravity of any prohibited acts;

(2)

the history of previous violations;

(3)

the amount necessary to deter future violations;

(4)

efforts to pay past due wages and penalties;

(5)

the total amount of wages not paid in accordance with the Act; and

(6)

any other matter that justice may require.

(c)

The bond shall be in an amount not less than the cumulative total amount of wages finally determined to be due and unpaid by the employer in the past. The maximum bond shall be in an amount not more than five times the cumulative total amount of wages finally determined to be due and unpaid by the employer in the past.

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

Filed with the Office of the Secretary of State, on January 12, 1998.

TRD-9800404

J. Ferris Duhon

Acting Deputy Director

Texas Workforce Commission

Earliest possible date of adoption: February 23, 1998

For further information, please call: (512) 463-8812