TITLE 1.ADMINISTRATION

Part 15. TEXAS HEALTH AND HUMAN SERVICES COMMISSION

Chapter 355. MEDICAID REIMBURSEMENT RATES

The Texas Health and Human Services Commission (HSSC) adopts new §355.112 and adopts amendments to §355.503, §355.505, §355.5902, and §355.6907. Sections 355.5902 and 355.6907 are adopted without changes to the proposed text published in the March 31, 2000, issue of the Texas Register (25 TexReg 2733) and will not be republished. New §355.112 and amendments to §355.503 and §355.505 are adopted with changes to the proposed text and will be republished in this issue.

Justification for the new section and the amendments is to implement appropriations rider 37 regarding community care programs passed by the 76th legislature. The section establishes procedures for providers to obtain additional funds for increased compensation to attendants in select community care programs (Community Based Alternatives Waiver, Community Living Assistance and Support Services, Primary Home Care, Day Activity and Health Services, and Deaf-Blind Multiple Disabilities Waiver). Providers receiving the additional funds must demonstrate compliance with spending the increased funds on attendant compensation. If a participating provider's allowable attendant compensation times 1.07 is less than the revenue accrued, the difference will be recouped by the Texas Department of Human Services (DHS). Providers who choose not to participate will have their total direct care staff rate increase each year limited to adjustments necessitated by increases in the minimum wage. The section modifies the cost areas of these programs to separate the new attendant compensation cost area from other cost areas. Changes to the Day Activity and Health Services, Primary Home Care, and Residential Care programs are adopted to combine some of the cost areas.

The sections will function by being a mechanism for increasing compensation to attendants in certain community care programs.

DHS adopts similar policy for non-Medicaid funded services, codified at 40 TAC §§20.112, 46.7002, 47.5902, and 98.6907 in this issue of the Texas Register .

The commission received comments on the proposal at a public hearing held April 17, 2000. Comments were received from representatives of American Disabled for Attendant Programs Today, the Texas Association for Home Care, the Adult Day Care Association of Texas, the Institute for Disability Access, three Day Activity and Health Services (DAHS) providers, and a Community Living Assistance and Support Services provider. Summaries of the comments and the responses follow.

General comments: Seven commenters were in support of increasing wages to attendants and wanted to insure that increases in rates would be used to increase wages for attendants.

Response: The purpose of these rules is to implement the DHS appropriations rider 37 regarding community care passed by the 76th Legislature. This rider directs the commission to incentivize increased attendant wages and benefits to attendants in select community care programs. These rules support the increase of wages to attendants.

General comment: One commenter questioned how the attendant compensation rate enhancements will reach providers in the Star+Plus Pilot in Harris County.

Response: These rules only apply to providers contracting directly with DHS and do not apply to providers contracting with HMOs in the Star+Plus Pilot in Harris County.

Comment concerning §355.112(b): One commenter stated that, for the purpose of defining attendants in the DAHS program, attendants be defined as direct care staff with duties as attendants, driver/attendants, activity directors and kitchen attendants.

Response: The rules would include attendants and drivers that perform attendant functions at least 80% of their total time worked. The rider directed the commission to incentivize attendant wages and benefits and not the wages and benefits of other staff working for the provider. The Health and Human Services Commission (HHSC) is adopting the subsection without change.

Comment concerning §355.112(c)(1): One commenter stated that we need to make sure it is clear that "workers' compensation" also includes expenses paid by the agency to or on behalf of the employee, related to on-the-job injuries, since many employers do not participate in the workers' compensation program and, therefore, have only actual expenses rather than paid premiums.

Response: Language at §355.112(c)(1) references §355.103(b)(1) which identifies the allowable compensation for attendants, including workers' compensation insurance. Language at §355.112(j) states that all Attendant Compensation Reports must be completed in accordance with the provisions of §§355.102-355.105 which includes §355.103(b)(10) that further defines insurance, which includes workers' compensation, as purchased commercial insurance or self- insurance. Self-insurance costs are allowable on a claims-paid basis subject to the limitations specified in §355.103(b)(10). HHSC is adopting the paragraphs without change.

Comment concerning §355.112(f): One commenter suggested that the language in this subsection be changed to specify that a Primary Home Care (Family Care) contracted provider must specify on the enrollment contract amendment its desire to participate in the priority one and/or non-priority component(s) within each contract.

Response: Language has been added at §355.112(f) and (k) to specify that a Primary Home Care provider (which includes Family Care) must specify its desire to participate in the attendant compensation rate enhancement for either the priority one, non-priority, or both components within each contract.

Comment concerning §355.112(f) and (g): One commenter stated that vendor hold was not necessary for failure to submit the enrollment contract amendment by the deadline. The commenter indicated that if the enrollment contract amendment was not received by the deadline, the provider would not be eligible to participate.

Response: Language has been amended in §355.112(f) and (g) to specify that providers that fail to submit enrollment contract amendments by the end of the enrollment period would be considered nonparticipants.

Comment concerning §355.112(h): One commenter requested that DHS keep in mind when procedures are drafted for the six-month report and the annual report that providers could not afford to further increase administrative hours for preparing complicated or time-consuming reports.

Response: Rider 37 also directs HHSC to ensure that providers will comply with the new wage rules. These reports are necessary to ensure that the funds intended to enhance attendant wages and benefits are spent for that purpose. These reports will capture only the information required to verify spending on attendant compensation.

Comment concerning §355.112(h)(1) and (2), and (t): One commenter stated that the provider should be allowed at least 60 days and preferably 90 days from the end of the rate year to submit the annual report to assure the most accurate data. This would allow time for late time sheets to be processed, 30 days to process payroll, and 30 days to process the report.

Response: Language has been changed in §355.112(h)(1) and (2) to change the due date of the Attendant Compensation Reports to 60 days after the end of the reporting period.

Comment concerning §355.112(h)(1), (2) and (4): One commenter stated that a full vendor hold was unnecessary for participating providers who fail to submit a report by the due date. The commenter stated that only the differential between the participating and nonparticipating reimbursement rates should be held until an acceptable report is received (not processed) by DHS.

Response: Vendor hold is necessary to ensure compliance with the requirements to submit Attendant Compensation Reports which verify the required spending on attendant compensation. HHSC is adopting the paragraphs without change.

Comment concerning §355.112(i)(3): One commenter stated that the word "accrued" was confusing and should be changed to the word "provided".

Response: The commission has modified §355.112(i) to eliminate from the rule the specificity of the information required in the Attendant Compensation Report. The data collected on these documents could change as data needs change. The language in §355.112(j) specifies that the reports must be completed in accordance with the provisions of §§355.102-355.105 which require all information on the reports to be reported on the accrual basis of accounting, which would capture the units of service accrued or provided during the reporting period regardless of whether they have been submitted for billing or if payment had been received.

Comment concerning §355.112(l)(3) and (s)(1): One commenter stated that multiplying the median attendant component by 1.044 and then establishing the spending threshold within 7% of that number does not provide sufficient margin of error for the setting of the attendant component, and does not take into account the ability of the provider to cover costs in other components and to retain the 4.4% margin provided for in the current methodology.

Response: Language has been changed in §20.112(s)(1) to change the spending threshold from 7% to 9% for the first rate year to allow for a phase-in of the Attendant Compensation Rate Enhancement spending requirements.

Comment concerning §355.112(n): One commenter stated that having multiple increments for each program will be unnecessarily complicated and that a single minimum increment should be determined for each program. The commenter stated that the provider should be asked if they wish to participate at that level and, if not, they should be asked to indicate the minimum level at which they wish to participate.

Response: By having multiple increments, each provider may select the level which best suits their particular situation. Providers may reduce their level of participation by notifying the commission in writing in accordance with §355.112(y). HHSC is adopting the subsection without change.

Comment concerning §355.112(o): One commenter stated that the phrase "Participating contracts desiring to provide attendant compensation above the level included in subsection (l) ..." should be replaced with "Participating contracts may request attendant compensation enhancements above the level included in subsection (l) ...", because participating contracts are not necessarily desiring to provide attendant compensation above the level included in subsection (l) since this amount includes the 1.044 incentive factor which may be used to cross-subsidize other components or other purposes.

Response: The phrase in this subsection describes the intent of the rules that increased attendant compensation rate increments paid to contracted providers are to be used to increase the wages and benefits of attendants. HHSC is adopting the subsection without change.

Comment concerning §355.112(p)(2)(B): One commenter indicated that the phrase "in a proportional manner" is not explicit enough and that the granting of increments should be filled from the bottom up until the funds are used. The commenter also questioned how DHS would grant enhancement options a priority.

Response: The language at §355.112(p)(2)(B) has been revised to better describe the granting of increments by each level, one level at a time from the lowest level to the highest level, until funds intended for this purpose have been distributed. As the rule states, DHS may determine priority distribution based on attendant compensation needs.

Comment concerning §355.112(q): One commenter stated that DHS should have time frames for notifying participating contracts since there is only one month between the end of the open enrollment and the beginning of the rate year.

Response: There is one month between the end of the open enrollment period and the beginning of the rate period during which DHS will notify the contracted provider of the outcome of the granting of enhancement levels, allowing sufficient time for notification of enhancement levels. HHSC is adopting the subsection without change.

Comment concerning §355.112(s): One commenter suggested that each provider should be given the same increase in the unit rate and that this additional revenue should be spent on increased wages and benefits for attendants above the current level of attendant compensation spending of each provider.

Response: The use of the current level of attendant compensation spending of each provider as the basis from which additional funds would be required to be spent would create a lower attendant spending level requirement for providers who historically have paid lower attendant wages and benefits. Likewise, it would create a higher spending level requirement for providers who historically have paid higher attendant wages and benefits. HHSC is adopting the subsection without change.

Comment concerning §355.112(s)(2): One commenter questioned the meaning of the phrase "accrued attendant compensation revenue" and stated that costs and revenues should be consistent with the reporting period.

Response: By requiring that the revenue be accrued revenue as opposed to cash-basis revenue ensures that revenues for the reporting period are matched against the costs accrued for the reporting period as required for reporting on the Attendant Compensation Reports. HHSC is adopting the paragraph without change.

Comment concerning §355.112(u): One commenter stated that exclusion of providers from participation if their full-year report and subsequent six-month report indicates that they have not expended 90% of their attendant compensation rate on attendant compensation spending is very punitive for first-time offenders.

Response: The rule allows the contracted provider the rate year to come into compliance with the 90% spending requirement; and, for those contracted providers not coming into compliance during the rate year, an additional six months are allowed for the contracted provider to come into compliance before they are excluded from participation. The intent of these rules is to increase attendant wages and benefits and to ensure that increased rates intended for this purpose are spent on attendant compensation. HHSC is adopting the subsection without change.

In addition to the changes detailed above, the commission has made the following changes.

The commission has modified §355.112(b) to add the reference to §355.105(b)(2)(B)(i) which specifies the minimum criteria for a time study and to clarify that failure to perform the time study for staff that are not full time attendants performing attendant functions will result in the commission considering the staff as not being attendants.

The commission has clarified in §355.112(b)(2) that in the PHC/FC, CBA HCSS, CLASS and DBMD programs, staff other than attendants may provide attendant services to prevent a break in service.

The commission has added in §355.112(s) the phrase "and other appropriate data sources" to allow the commission to access data sources in addition to the Attendant Compensation Report to verify amounts spent on attendant compensation.

The commission has clarified in §355.112(h)(1), (o), (s), (u), (v), (w), (x), and (y) that a contract that terminates; undergoes a contract assignment; or is excluded from participation is handled differently for purposes of participation; Attendant Compensation Report submittal; requesting enhancements; spending requirements; exclusion requirements; voluntarily withdrawing from participation; and adjusting attendant compensation requirements depending upon whether the contracted provider's participating contracts are participating as a group or as individuals.

The commission has clarified in §355.112(f) and (k) that if a provider serves both Residential Care (RC) and Community Based Alternatives (CBA) Assisted Living/Residential Care (AL/RC)clients in the same facility, that their participation includes both the RC and the CBA AL/RC.

The commission has modified §355.112(g) to make attendant compensation rates effective on the first of the month following the receipt by the commission of an acceptable enrollment contract amendment for new contracts.

The commission also made editorial changes to §355.112, §355.503, and §355.505.

Subchapter A. COST DETERMINATION PROCESS

1 TAC §355.112

The new section is adopted under the Government Code, §531.033, which authorizes the commissioner of the Health and Human Services Commission to adopt rules necessary to carry out the commission's duties, and §531.021(b), which establishes the commission as the agency responsible for adopting reasonable rules governing the determination of fees, charges, and rates for medical assistance payments under Chapter 32, Human Resources Code.

The new section implements the Government Code, §531.033 and §531.021(b).

§355.112.Attendant Compensation Rate Enhancement.

(a)

Eligible programs. Providers contracted in the Primary Home Care, including Family Care (PHC/FC); Day Activity and Health Services (DAHS); Residential Care (RC); Community Living Assistance and Support Services (CLASS) - Direct Service Agency; Community Based Alternatives (CBA) - Home and Community Support Services (HCSS); Deaf-Blind Multiple Disabilities Waiver (DBMD); and CBA - Assisted Living/Residential Care (AL/RC) programs are eligible to participate in the attendant compensation rate enhancement.

(b)

Definition of attendant. An attendant is the unlicensed caregiver providing direct assistance to the clients with Activities of Daily Living (ADL) and Instrumental Activities of Daily Living (IADL).

(1)

In the case of DAHS, RC, and AL/RC programs, the attendant may perform some nonattendant functions. In such cases, the attendant must perform attendant functions at least 80% of his or her total time worked. Staff in these settings not providing attendant services at least 80% of their total time worked are not considered attendants. Time studies must be performed in accordance with §355.105(b)(2)(B)(i) for staff in the DAHS, RC, and AL/RC programs that are not full-time attendants but perform attendant functions to determine if a staff member meets this 80% requirement. Failure to perform the time studies for these staff will result in the staff not being considered to be attendants.

(2)

Attendants do not include the director, administrator, assistant director, assistant administrator, clerical and secretarial staff, professional staff, other administrative staff, licensed staff, attendant supervisors, cooks and kitchen staff, maintenance and groundskeeping staff, and laundry and housekeeping staff. In the case of PHC/FC, CLASS, CBA HCSS, and DBMD staff other than attendants may deliver attendant services and be considered an attendant if they must perform attendant services that cannot be delivered by another attendant to prevent a break in service.

(3)

An attendant also includes a driver in the DAHS program.

(c)

Attendant compensation cost center. This cost center will include employee compensation, contract labor costs, and personal vehicle mileage reimbursement for attendants as defined in subsection (b) of this section.

(1)

Attendant compensation is the allowable compensation for attendants defined in §355.103(b)(1) of this title (relating to Compensation of Employees) and required to be reported as either salaries and/or wages, including payroll taxes and workers' compensation, or employee benefits. Benefits required by §355.103(b)(1)(A)(iii) of this title (relating to Specifications for Allowable and Unallowable Costs) to be reported as costs applicable to specific cost report line items, except as noted in paragraph (3) of this subsection, are not to be included in this cost center.

(2)

Contract labor refers to personnel for whom the contracted provider is not responsible for the payment of payroll taxes, such as FICA, Medicare, and federal and state unemployment insurance, and who perform tasks routinely performed by employees where allowed by program rules. Allowable contract labor costs are defined in §355.103(b)(2)(C) of this title (relating to Specifications for Allowable and Unallowable Costs).

(3)

Mileage reimbursement paid to the attendant for the use of his or her personal vehicle and which is not subject to payroll taxes is considered compensation for this cost center.

(d)

Rate year. The rate year begins on the first day of September and ends on the last day of August of the following year.

(e)

Open enrollment. Open enrollment begins on the first day of July and ends on the last day of that same July preceding the rate year for which payments are being determined.

(f)

Enrollment contract amendment. All contracted providers must submit an enrollment contract amendment during the open enrollment period. On the enrollment contract amendment the provider must specify for each contract his desire to participate or his desire not to participate. The participating provider must specify for each program if he wishes to have all participating contracts be considered as a group or individually for purposes related to the attendant compensation rate enhancement. For the PHC/FC program, the participating provider must also specify if he wishes to have either priority 1, nonpriority, or both priority 1 and nonpriority services participating in the attendant compensation rate enhancement. If the PHC/FC provider selects to have their contracts participating as a group, then the provider must select to have either priority 1, nonpriority, or both priority 1 and nonpriority services participate for the entire group of contracts. For providers delivering services to both RC and CBA AL/RC clients in the same facility, participation includes both the RC and CBA AL/RC programs. The provider also must submit with the contract amendment all required documentation to DHS in a manner specified by DHS. Any provider failing to submit an acceptable enrollment contract amendment by the end of the open enrollment period will be a nonparticipating contract for the entire rate year following the open enrollment period.

(g)

New contracts. For the purposes of this section, for each rate year a new contract is defined as a contract delivering its first day of service to a DHS client on or after the first day of the open enrollment period, as defined in subsection (e) of this section, for that rate year. Contracts that underwent a contract assignment are not considered new contracts. New contractors must complete the enrollment contract amendment specified in subsection (f) of this section within 30 days of notification by DHS. Any provider failing to submit an acceptable enrollment contract amendment within 30 days of notification by DHS will be a nonparticipating contract for the remainder of the rate year. New contracts will receive the attendant compensation rate as specified in subsection (l) of this section until:

(1)

based on the enrollment contract amendment information received, participating contracts will have their attendant compensation rate adjusted effective on the first day of the month following receipt of an acceptable enrollment contract amendment.

(2)

based on the enrollment contract amendment information received, nonparticipating contracts will have their attendant compensation rate adjusted as specified in subsection (m) of this section retroactive to the first day of their contract. attendant compensation rate will be adjusted effective on the sixty-first day of the contract with DHS.

(h)

Attendant Compensation Report submittal requirements. Attendant Compensation Reports must be submitted by participating contracted providers as follows.

(1)

Annual report. Participating contracted providers will provide DHS, in a method specified by DHS, an annual Attendant Compensation Report reflecting the activities of the provider while delivering contracted services from the first day of the rate year through the last day of the rate year. This report must be submitted for each participating contract if the provider requested participation individually for each contract; or, if the provider requested participation as a group, the report must be submitted as a single aggregate report covering all participating contracts within one program of the provider. The aggregate report must include excluded from participation, new, and contract assignment contracts (for the legal entity accepting the contract assignment), as defined in subparagraphs (A)-(E) of this paragraph, which were part of the group for any portion of the rate year. A participating contract which has been terminated in accordance with subsection (v) of this section or that has undergone a contract assignment in accordance with subsection (w)(3) of this section will be considered to have participated on an individual basis for compliance with reporting requirements. This report will be used as the basis for determining compliance with the spending requirements and recoupment amounts as described in subsection (s) of this section. Contracted providers failing to submit an acceptable annual Attendant Compensation Report within 60 days of the end of the rate year will be placed on vendor hold until such time as an acceptable report is received and processed by DHS. Contracted providers participating for less than a full year must provide Attendant Compensation Reports as follows.

(A)

A participating provider whose contract is terminated either voluntarily or involuntarily before the end of the rate year must submit an Attendant Compensation Report covering the period from the beginning of the rate year to the date recognized by DHS as the contract termination date. This report will be used as the basis for determining recoupment as described in subsection (s) of this section.

(B)

In cases where a participating provider changes ownership through a contract assignment from one legal entity to another legal entity, the owner prior to the change of ownership must submit an Attendant Compensation Report covering the period from the beginning of the rate year to the effective date of the contract assignment as determined by DHS. The owner after the change of ownership must submit an Attendant Compensation report within 60 days of the end of the rate year, covering the period from the effective date of the contract assignment as determined by DHS to the end of the rate year. This report will be used as the basis for determining recoupment as described in subsection (s) of this section.

(C)

A participating provider who is excluded from participation as per subsection (u) of this section must submit an Attendant Compensation Report within 60 days from the date of notification of the exclusion, covering the period from the beginning of the rate year to the date of exclusion as determined by DHS. DHS will use this report as the basis for determining recoupment as described in subsection (s) of this section.

(D)

A participating provider who voluntarily withdraws from participation as per subsection (x) of this section must submit an Attendant Compensation Report within 60 days from the date of withdrawal as determined by DHS, covering the period from the beginning of the rate year through the date of withdrawal as determined by DHS. DHS will use this report as the basis for determining recoupment as described in subsection (s) of this section.

(E)

A participating provider who is a new contract as per subsection (g) of this section must submit an Attendant Compensation Report within 60 days of the end of the rate year, covering the period from the sixty-first day of the contract as determined by DHS through the end of the rate year.

(2)

Six-month report. Participating contracted providers will provide DHS, in a method specified by DHS, a six-month Attendant Compensation Report reflecting the activities of the provider while delivering contracted services from the first day of the rate year through the last day of February of the rate year. DHS will place on vendor hold contracted providers failing to submit an acceptable six-month Attendant Compensation Report within 60 days of the last day of February of the rate year until DHS receives and processes an acceptable report. The report must be submitted for each participating contract if the provider requested participation individually for each contract; or, if the provider requested participation as a group, the report must be submitted as a single aggregate report covering all participating contracts within one program of the provider. If the provider requested participation as a group the report must be submitted as a single aggregate report covering all participating contracts within one program of the provider. Participating providers will use this six-month report to assist them in determining their level of compliance with the spending requirements and to take any appropriate action necessary to come into compliance with the spending requirements. The provider is responsible for the management of attendant compensation expenditures in compliance with the spending requirements stated in subsection (s) of this section.

(3)

Other reports. DHS may require other reports from all contracts as needed.

(4)

Vendor hold. DHS will place on hold the vendor payments for any contractor who does not submit an Attendant Compensation Report completed in accordance with all applicable rules and instructions by the due dates described in this subsection. This vendor hold will remain in effect until an acceptable Attendant Compensation Report is received by DHS.

(i)

Attendant Compensation Report contents. Each Attendant Compensation Report will include any information required by DHS to implement this attendant compensation rate enhancement.

(j)

Completion of compensation reports. All Attendant Compensation Reports must be completed in accordance with the provisions of §§355.102-355.105 of this title (relating to General Principles of Allowable and Unallowable Costs, Specifications for Allowable and Unallowable Costs, Revenues, and General Reporting and Documentation Requirements, Methods, and Procedures) and may be reviewed or audited in accordance with §355.106 of this title (relating to Basic Objectives and Criteria for Audit and Desk Review of Cost Reports).

(k)

Enrollment. Providers choosing to participate in the attendant compensation rate enhancement must submit to DHS a signed enrollment contract amendment as described in subsection (f) of this section. Participation is determined separately for each program specified in subsection (a) of this section, except for providers delivering services to both RC and CBA AL/RC clients in the same facility, participation includes both the RC and CBA AL/RC programs. For PHC/FC participation is also determined separately for priority 1 and nonpriority services. Participation will remain in effect, subject to availability of funds, until the provider notifies DHS, in accordance with subsection (x) of this section, that it no longer wishes to participate or until DHS excludes the contract from participation for reasons outlined in subsection (u) of this section. Contracts voluntarily withdrawing from participation will have their participation end effective with the date of withdrawal as determined by DHS. Contracts excluded from participation will have their participation end effective on the date determined by DHS.

(l)

Determination of attendant compensation rate component for participating contracts. For each of the programs identified in subsection (a) of this section an attendant compensation rate component will be calculated for participating contracts from subsection (k) of this section and for the first 60 days of a new contract from subsection (g) of this section as follows.

(1)

Determine for each contract included in the cost report data base used in the determination of rates in effect on September 1, 1999, the attendant compensation cost center from subsection (c) of this section.

(2)

Adjust the cost center data from paragraph (1) of this subsection, as specified in §355.108 of this title (relating to Determination of Inflation Indices), to inflate the costs to the prospective rate year.

(3)

For each contract included in the cost report data base used in the determination of rates in effect on September 1, 1999, divide the result from paragraph (2) of this subsection by the units of service and multiply the result by 1.044 for all programs in subsection (a) of this section except for RC and AL/RC which are multiplied by 1.07. The result is the attendant compensation rate component for participating contracts and the first 60 days of new contracts.

(4)

The cost base from paragraph (1) of this subsection used in determining the attendant compensation rate component will not change over time, except for adjustments for inflation from paragraph (2) of this subsection. DHS may recommend adjustments to the rates in accordance with §355.109 of this title (relating to Adjusting Reimbursement When New Legislation, Regulations, or Economic Factors Affect Costs).

(m)

Determination of attendant compensation rate component for nonparticipating contracts. For each of the programs identified in subsection (a) of this section DHS will calculate an attendant compensation rate component will be calculated for nonparticipating contracts as follows.

(1)

Determine for each contract included in the cost report data base used in determination of rates in effect on September 1, 1999, the attendant compensation cost center from subsection (c) of this section.

(2)

Adjust the cost center data from paragraph (1) of this subsection in order to account for inflation utilizing the inflation factors used in the determination of the September 1, 1999 rates.

(3)

For each contract included in the cost report data base used in determination of rates in effect on September 1, 1999, divide the result from paragraph (2) of this subsection by the units of service and multiply the result by 1.044 for all programs in subsection (a) of this section except for RC and AL/RC which is multiplied by 1.07. The result is the attendant compensation rate component for nonparticipating contracts.

(4)

The attendant compensation rate component will remain constant over time, except for adjustments necessitated by increases in the minimum wage. In such cases, adjustments to the nonparticipating rates are limited to ensuring that these rates are adequate to cover mandated minimum wage levels.

(n)

Determination of attendant compensation rate enhancements. DHS will determine attendant compensation rate enhancement increments associated with each enhanced attendant compensation level. The attendant compensation rate enhancement increments will be determined by using data from sources such as cost reports, surveys, and/or other relevant sources. The attendant compensation rate enhancement increments will be determined by taking into consideration quality of care, labor market conditions, economic factors, and budget constraints. The attendant compensation rate enhancement increments will be determined on a per-unit-of-service basis applicable to each program or service.

(o)

Enhanced attendant compensation. Participating contracts desiring to provide attendant compensation above the level included in subsection (l) of this section may request attendant compensation increments from an array of enhanced attendant compensation options and associated add-on payments determined in subsection (n) of this section during open enrollment. Participating providers who select to have all of their contracts participate in a program as a group must request a single attendant compensation increment for the entire group of contracts. PHC/FC providers participating as a group must select a single attendant compensation increment for their entire group of contracts for the priority 1 and/or nonpriority services they have selected for participation.

(p)

Granting additional attendant compensation rate enhancement increments. DHS divides all requests for attendant compensation rate enhancement increments into two groups: pre-existing rate enhancement increments which providers requested to carry over from the prior year and newly requested rate enhancement increments. Newly requested rate enhancement increments may be requested by providers who were nonparticipants in the prior year or by providers who were participants during the prior year desiring to be granted additional rate enhancement increments. Using the process described herein, DHS first determines the distribution of carry-over rate enhancement increments. If funds are available after the distribution of carry- over rate enhancement increments, DHS determines the distribution of newly requested rate enhancement increments as follows:

(1)

DHS determines projected units of service for contracts requesting each enhancement increment and multiplies this number by the enhancement rate add-on amount associated with that enhancement increment as determined in subsection (n) of this section.

(2)

DHS compares the sum of the products from paragraph (1) of this subsection to available funds.

(A)

If the product is less than or equal to available funds, all requested enhancements are granted.

(B)

If the product is greater than available funds, enhancements are granted beginning with the lowest level of enhancement and granting each successive level of enhancement until requested enhancements are granted within available funds. Based upon an examination of existing compensation levels and compensation needs, DHS may grant certain enhancement options priority for distribution.

(q)

Notification of granting of enhancements. Participating contracts are notified, in a manner determined by DHS, as to the disposition of their request for additional attendant compensation rate enhancement increments.

(r)

Total attendant compensation rate for participating contracts. Each participating contract will receive an attendant compensation rate equal to the attendant compensation rate component for participating contracts from subsection (l) of this section, plus any additional attendant compensation rate enhancement payments granted to the contract.

(s)

Spending requirements for participating contracts. DHS will determine from the Attendant Compensation Report, as specified in subsection (h) of this section and other appropriate data sources, the amount of attendant compensation spending per unit of service delivered. The providers' compliance with the spending requirement is determined based on the total attendant compensation spending as reported on the Attendant Compensation Report for each participating contract if the provider requested participation individually for each contract. A participating contract that has been terminated in accordance with subsection (v) of this section or that has undergone a contract assignment in accordance with subsection (w)(3) of this section will be considered to have participated on an individual basis for compliance with the spending requirement. If the provider specified that he wished to have all participating contracts be considered as a group for purposes related to the attendant compensation rate enhancement, as specified in subsection (f) of this section, compliance with the spending requirement is based on the total attendant compensation as reported on the single aggregate attendant compensation report described in subsection (h) of this section. Compliance with the spending requirement is determined separately for each program specified in subsection (a) of this section. DHS will calculate recoupment, if any, as follows.

(1)

For the rate year beginning September 1, 2000, the attendant compensation spending per unit of service will be multiplied by 1.09 to determine the adjusted attendant compensation per unit of service. For the rate year beginning September 1, 2001, and thereafter, the attendant compensation spending per unit of service will be multiplied by 1.07 to determine the adjusted attendant compensation per unit of service.

(2)

The adjusted attendant compensation per unit of service from paragraph (1) of this subsection will be subtracted from the accrued attendant compensation revenue to determine the amount to be recouped by DHS. If the adjusted attendant compensation per unit of service is greater than or equal to the accrued attendant compensation revenue per unit of service, there is no recoupment.

(3)

The amount paid for attendant compensation per unit of service after adjustments for recoupment must not be less than the amount determined in subsection (m) of this section.

(t)

Notification of recoupment. Providers will be notified in a manner specified by DHS within 90 days of the due date of their annual Attendant Compensation Report as described in subsection (h)(1) of this section or within 90 days of the date the report is submitted, whichever is later, of the amount to be repaid to DHS. If a subsequent review or audit results in audit adjustments to the annual Attendant Compensation Report that changes the amount to be repaid to DHS, the provider will be notified in writing of the adjustments and the adjusted amount to be repaid to DHS. DHS will recoup any amount owed from a provider's vendor payment(s) following the date of the notification letter.

(u)

Exclusion from participation. If the attendant compensation report described in subsection (h)(1) of this section indicates that the participating provider did not spend 90% of the accrued total attendant compensation rate described in subsection (r) of this section on attendant compensation spending as determined from subsection (s) of this section, DHS will notify the provider of the noncompliance. If the subsequent six-month compensation report from subsection (h)(2) of this section indicates that the provider has not spent 90% of the attendant compensation revenue on attendant compensation spending, the contract will be excluded from participation in the attendant rate enhancement effective immediately upon notice of failure to meet the spending requirement. The contract will be excluded from participation in the attendant compensation rate enhancement and will remain a nonparticipant for the remainder of the rate year plus an additional rate year. Providers whose contracts are participating as a group must meet the requirements of this subsection as a group or all the contracts of the group will be excluded.

(v)

Contract terminations. For terminating participants DHS will place a vendor hold on the payments of the contracted provider until DHS receives an acceptable Attendant Compensation Report, as specified in subsection (h)(1)(A) of this section, and funds identified for recoupment from subsection (s) of this section are repaid to DHS. DHS 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 by the terminating provider's last vendor payment, the responsible entity from subsection (cc) of this section will be jointly and severally liable for any additional payment due to DHS. Failure to repay the amount due or submit an acceptable payment plan within 60 days of notification will result in placement of a vendor hold on all DHS contracts controlled by the responsible entity and will bar the responsible entity from enacting new contracts with DHS until repayment is made in full.

(w)

Contract assignments. The following applies to contract assignments.

(1)

Contracts participating under the prior legal entity will continue participation under the legal entity accepting the contract assignment. When the provider or legal entity accepting the contract assignment has their contracts participating as individuals, participation in the attendant compensation rate enhancement confers to the provider or legal entity accepting the contract assignment. When the provider or legal entity accepting the contract assignment has their contracts participating as a group, the contract will participate with the group of the legal entity accepting the contract assignment for purposes related to the attendant compensation rate enhancement.

(2)

When the contract assignment is a change only in the organizational structure or name of the legal entity, the provider or legal entity accepting the contract assignment is responsible for the reporting requirements in subsection (h) of this section and for any recoupment amount owed to DHS for the entire rate year identified, even if part of the rate year was under the responsibility of the previous legal entity.

(3)

When the contract assignment is an ownership change from one legal entity to a different legal entity, DHS will place a vendor hold on the payments of the existing contracted provider until DHS receives an acceptable Attendant Compensation Report specified in subsection (h)(1)(B) of this section and until funds identified for recoupment from subsection (s) of this section are repaid to DHS. DHS 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 by the existing contracted provider's vendor payments that are being held, the responsible entity from subsection (cc) of this section will be jointly and severally liable for any additional payment due to DHS. Failure to repay the amount due or submit an acceptable payment plan within 60 days of notification will result in placement of a vendor hold on all DHS contracts controlled by the responsible entity and will bar the responsible entity from enacting new contracts with DHS until repayment is made in full.

(x)

Voluntary withdrawal. Participating contracts wishing to withdraw from the attendant compensation rate enhancement must notify DHS in writing by certified mail. Contracts voluntarily withdrawing must remain nonparticipants for the remainder of the rate year and are excluded from participation the following rate year. Providers whose contracts are participating as a group must request withdrawal of all the contracts in the group.

(y)

Adjusting attendant compensation requirements. Providers that determine that they will not be able to meet their attendant compensation requirements may request a reduction to their attendant compensation requirements and associated enhancement payment. These requests will be effective the first of the month following 30 days from the receipt of the request. Providers whose contracts are participating as a group must request the same reduction for all of the contracts in the group.

(z)

All other rate components. All other rate components will continue to be calculated as specified in the program-specific reimbursement methodology and will be uniform for all providers.

(aa)

Failure to document spending. Undocumented attendant compensation expenses will be disallowed and will not be used in the determination of the attendant compensation spending per unit of service in subsection (s) of this section.

(bb)

Appeals. Subject matter of informal reviews and formal appeals is limited as per §355.110 of this title (relating to Informal Reviews and Formal Appeals).

(cc)

Responsible entities. The contracted provider, owner, or legal entity which received the attendant compensation rate enhancement is responsible for the repayment of the recoupment amount.

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

Filed with the Office of the Secretary of State on June 5, 2000.

TRD-200003958

Marina Henderson

Executive Deputy Commissioner

Texas Health and Human Services Commission

Effective date: June 25, 2000

Proposal publication date: March 31, 2000

For further information, please call: (512) 438-3734


Subchapter E. COMMUNITY CARE FOR AGED AND DISABLED

1 TAC §355.503, §355.505

The amendments are adopted under the Government Code, §531.033, which authorizes the commissioner of the Health and Human Services Commission to adopt rules necessary to carry out the commission's duties, and §531.021(b), which establishes the commission as the agency responsible for adopting reasonable rules governing the determination of fees, charges, and rates for medical assistance payments under Chapter 32, Human Resources Code.

The amendments implement the Government Code, §531.033 and §531.021(b).

§355.503.Reimbursement Methodology for the Community-based Alternatives Waiver Program--a 1915(c) Medicaid Home and Community-based Waiver for Aged and Disabled Adults Who Meet Criteria for Alternatives to Nursing Facility Care.

(a)

General requirements. Cost reports pertaining to providers' fiscal year ending in calendar year 1997 and subsequent years will be governed by the information in this section. The Texas Department of Human Services (DHS) applies the general principles of cost determination as specified in §355.101 of this title (relating to Introduction).

(b)

General. DHS will reimburse qualified Texas Medicaid contracted providers for waiver services provided to individuals who meet the criteria for alternatives to nursing facility care. Additionally, DHS will reimburse qualified Texas Medicaid contracted providers 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.

(c)

Other sources of cost information. If DHS has determined that there is not sufficient reliable cost report data from which to set 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.

(d)

Waiver reimbursement determination. Recommended reimbursements are determined in the following manner.

(1)

Unit of service reimbursement. Reimbursement for personal assistance services, nursing, physical therapy, occupational therapy, 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, requisition fee, and reassessment 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 services' service units reported to the amount of total waiver service units reported.

(F)

For nursing, 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 for each service. The allowable costs per unit of service for each contracted provider 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 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.

(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 for the other attendant cost area. The allowable costs per unit of service for each contracted provider 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.

(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), Assisted Living/Residential Care (AL/RC) and out-of-home respite care provided in AFC and AL/RC settings, 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 and AL/RC 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 out-of-home respite care provided in a Nursing Facility will be based on the amount determined for the Texas Index of Level of Effort (TILE) for the CBA participant.

(3)

Monthly reimbursement ceiling. The reimbursement for Emergency Response, will be determined as monthly reimbursement ceiling based on the ceiling amount determined for the Emergency Response Services Program.

(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)

Reassessment fees. Reassessment fees are reimbursements paid to CBA home and community support services contracted providers for performing annual reassessments. 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.

(6)

Pre-enrollment expense fee. Reimbursement for pre-enrollment assessment is determined 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.

(7)

Exceptions to the reimbursement determination methodology. DHS 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).

(e)

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

(f)

Reporting of cost.

(1)

Cost reporting guidelines. If DHS requires a cost report for any waiver services 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 DHS, all contracted providers must submit a cost report unless the number of days between the date the first DHS 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. Requests to be excused from submitting a cost report must be received by DHS'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. DHS 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.

(4)

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).

(g)

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

(h)

Reviews and field audits of cost reports. DHS staff perform desk reviews or field audits on all contracted providers. The frequency and nature of the field audit are determined by DHS 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 by DHS 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 1915(c) Medicaid Home and Community-based Waiver for Persons with Related Conditions.

(a)

General requirements. Cost reports pertaining to providers' fiscal years ending in calendar year 1997 and subsequent years will be governed by the information in this section. The Texas Department of Human Services (DHS) applies the general principles of cost determination as specified in §355.101 of this title (relating to Introduction).

(b)

General. DHS will reimburse qualified providers for waiver services provided to Medicaid-eligible persons with related conditions (waiver services). Additionally, DHS will reimburse qualified Texas Medicaid contracted providers 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.

(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)

All contracted providers must submit a cost report unless the number of days between the date the first DHS client received services and the provider'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 the Rate Analysis Department before the due date of the cost report.

(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, physical therapy, occupational therapy, speech pathology, and psychological and respite care services will be determined on a fee-for-service basis. These services are provided under the §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. DHS 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.

(4)

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

(A)

Unit of service reimbursement for habilitation, nursing, physical therapy, occupational therapy, speech pathology, and psychological services are 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 the administrative expense fee, requisition fee, and reassessment fee revenues accrued for the reporting period.

(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)

Allowable administrative, facility, and vehicle costs are allocated or spread to each waiver service cost component on a pro rata basis based on the portion of each waiver services' service units reported to the amount of total waiver service units reported.

(vi)

For nursing, physical therapy, occupational therapy, speech pathology, 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.

(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 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)

DHS 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.

(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.

(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.

(g)

Reassessment fees. Reassessment fees are reimbursements paid to CLASS direct service agency contracted providers for performing annual reassessments. 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.

(h)

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).

(i)

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

(j)

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

(k)

Reviews and field audits of cost reports. DHS staff perform desk reviews or field audits on all contracted providers. The frequency and nature of the field audit are determined by DHS 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 by DHS under §355.110 of this title (relating to Informal Reviews and Formal Appeals).

(l)

Reporting requirements. The program director's full salary is to be reported on the line item of the cost report designated for the director.

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

Filed with the Office of the Secretary of State on June 5, 2000.

TRD-200003959

Marina Henderson

Executive Deputy Commissioner

Texas Health and Human Services Commission

Effective date: June 25, 2000

Proposal publication date: March 31, 2000

For further information, please call: (512) 438-3734


Subchapter G. TELEMEDICINE SERVICES

1 TAC §355.5902, §355.6907

The amendments are adopted under the Government Code, §531.033, which authorizes the commissioner of the Health and Human Services Commission to adopt rules necessary to carry out the commission's duties, and §531.021(b), which establishes the commission as the agency responsible for adopting reasonable rules governing the determination of fees, charges, and rates for medical assistance payments under Chapter 32, Human Resources Code.

The amendments implement the Government Code, §531.033 and §531.021(b).

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

Filed with the Office of the Secretary of State on June 5, 2000.

TRD-200003960

Marina Henderson

Executive Deputy Commissioner

Texas Health and Human Services Commission

Effective date: June 25, 2000

Proposal publication date: March 31, 2000

For further information, please call: (512) 438-3734


Subchapter J. PURCHASED HEALTH SERVICES

4. HOSPITAL SERVICES

1 TAC §355.8065

The Texas Health and Human Services Commission (HHSC) adopts an amendment to §355.8065, concerning disproportionate share hospital reimbursement, with changes to the proposed text as published in the December 10, 1999, issue of the Texas Register (24 TexReg 11049). Subsection (f)(2) is revised in response to public comments to specify that hospitals in rural areas will receive at least 5.5% of the gross non- state hospital funds.

The section is amended to change the distribution of disproportionate share hospital funding.

The section will make available additional reimbursement for public hospitals that transfer funds for federal matching.

During the public comment period, comments were received from the Texas Organization of Rural and Community Hospitals, the Texas Hospital Association, the Texas Association of Public and Non-Profit Hospitals, the Center for Rural Health Initiatives, the Dallas County Commissioners Court, Tarrant County Commissioners Court, individual state legislators, the mayor and city council of Austin, an individual citizen, and individual hospitals and hospital districts.

The Texas Hospital Association, the Texas Association of Public and Non-Profit Hospitals, the Dallas County Commissioners Court, Tarrant County Commissioners Court, and the mayor and city council of Austin supported the proposal. The Texas Hospital Association also stated that the state should develop a long-term solution to disproportionate share funding issues. The Texas Organization of Rural and Community Hospitals opposed the proposal, and the Center for Rural Health Initiatives expressed concerns regarding the potential impact on rural hospitals and access to care. Comments from individual hospitals and hospital districts were mixed with some supporting the proposal and the majority opposing. Individual state legislators generally expressed concerns about the impact of the proposal on other hospitals and access to care, primarily in rural areas.

The following is a summary of comments received and HHSC's response to each.

Comment: Commenter suggested delaying the proposal until the appropriate legislative committees review the issues and provide guidance.

Response: Legislative staff were briefed during the development of the proposal. A Senate Finance Committee subcommittee provided additional guidance.

Comment: Commenter stated that hospitals are facing declining revenues because of other factors, such as the Medicare provisions in the Balanced Budget Act of 1997, as well as the act's reductions in overall disproportionate share funds. The commenter questioned the continued financial viability of hospitals, particularly rural hospitals, if revenues are decreased as a result of the proposal.

Response: The factors cited by the commenter affect all hospitals, including the transferring hospitals that fund the entire state portion of the disproportionate share hospital fund. HHSC has revised the proposal to stabilize the percentage of disproportionate share hospital funds going to rural providers. Individual hospitals must qualify for the program on an individual basis from year to year, and the amount of revenue earned by a particular hospital from the disproportionate share hospital fund normally varies from year to year.

Comment: Commenter expressed concerns about the impact of the proposal on access to care, particularly in rural areas, if hospitals have to reduce or eliminate certain services because of a reduction in disproportionate share hospital funds.

Response: HHSC is also concerned about access to care. However, other approaches that were considered could have created a greater hardship for small and rural hospitals by redirecting a larger amount of funds. Language has been added to the adopted amendment to stabilize the percentage of disproportionate share hospital funds going to rural providers.

Comment: Commenter suggested that the tobacco settlement funds received by the nine transferring hospitals should mitigate the need of these hospitals for additional disproportionate share hospital funds.

Response: This comment is not directly related to the proposal; however, cities, counties, and hospital districts providing care to indigent patients also received tobacco settlement funds that can be used to support health care.

Comment: Commenter stated that adjusting the disproportionate share hospital formula in mid-year would adversely affect hospitals' annual operating budgets.

Response: The adopted amendment will now become effective at the beginning of state fiscal year which is September 1, 2001.

Comment: Commenter suggested allowing other hospitals to transfer funds for federal matching purposes.

Response: As Texas is already receiving its maximum allotment of federal disproportionate share hospital funds, the transfer of additional funds from other hospitals would not result in more money being available for distribution. There is also some financial risk to transferring hospitals because there is no guarantee that they receive as much money as they transfer. Hospitals that are interested in becoming a transferring hospital may contact HHSC to discuss the issues involved.

Comment: Commenter questioned whether other permutations of the formula had been considered that would work toward the stated goal of equity for the funding entities, while lessening the negative impact on the remaining hospitals.

Response: HHSC and the Texas Department of Health (TDH) considered other permutations of the formula. Because the amount of funds, however, is a fixed amount, any distribution adjustment for the transferring hospitals necessarily impacts the remaining hospitals receiving funds.

Comment: Commenter questioned the rationale of redistributing about $33 million to the transferring hospitals because the analysis indicates that these hospitals receive about $25 million less under the current distribution formula than they would receive if they were treated the same as any other receiving hospital.

Response: The financial analysis does indicate an approximate disparity of about $25 million in the current year for the transferring hospitals. The commission's original proposal would have redistributed about $33 million. The new formula, with its provision for rural hospitals, would have redistributed about $28 million over 12 months of the current year. It should be noted that the disproportionate share hospital numbers can change radically from year to year, with a number of hospitals losing eligibility, and other hospitals qualifying. Distributions may vary widely from year to year for the same hospital. Further analysis indicates that the disparity for the transferring hospitals in the previous year was about $49 million.

Comment: Commenter questioned whether HHSC has considered the feasibility of using current state expenditures as matching funds to help mitigate the inequity in the current formula for the transferring hospitals.

Response: There are no current state expenditures that appear to qualify as matching funds for the disproportionate share hospital fund. There are also no general revenue funds appropriated.

The amendment is adopted under Government Code §531.033, which provides the commissioner of HHSC with broad rulemaking authority; the Human Resources Code, §32.021, and the Government Code §531.021(a), which provide HHSC with the authority to administer the federal medical assistance (Medicaid) program in Texas; and the Texas Government Code §531.021(b), which provides HHSC with the authority to adopt rules governing the determination of Medicaid reimbursement.

§355.8065.Additional Reimbursement to Disproportionate Share Hospitals.

(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 fund. The single state agency or its designee shall establish each hospital's eligibility for and amount of reimbursement as specified in this section. For purposes of Medicaid disproportionate share eligibility determination, a multi-site hospital is considered as one provider unless it has separate Medicare cost reports for each site. To verify data referred to in this section, hospitals must allow state personnel access to the hospital and its records.

(b)

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

(1)

Adjusted hospital specific limit--A hospital specific limit trended forward to account for inflation update factor since the base year.

(2)

Bad debt charges--Uncollectible inpatient and outpatient charges that result from the extension of credit. Bad debt charges are used in the calculation of charges attributed to uninsured patients as defined in paragraph (5) of this subsection, and are used only in the limited circumstances described in subsection (f)(2)(D)(iv) of this section.

(3)

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 a person classified by the hospital as financially or medically indigent or providing, funding, or otherwise financially supporting health care services provided to financially indigent patients through other nonprofit or public outpatient clinics, hospitals, or health care organizations.

(4)

Charity charges--Total amount of hospital charges for inpatient and outpatient services attributed to charity care in a cost reporting period. These charges do not include bad debt charges, contractual allowances or discounts (other than for indigent patients not eligible for medical assistance under the approved Medicaid state plan); that is, reductions or discounts in charges given to other third party payers such as, but not limited to, health maintenance organizations, Medicare, or Blue Cross. Charity charges are used in the calculation of charges attributed to uninsured patients as defined in paragraph (5) of this subsection, only in the limited circumstances described in subsection (f)(2)(D)(iv) of this section. The amount of total charity charges must be consistent with the amount reported on the Texas Department of Health's (department) annual hospital survey.

(5)

Cost of services to uninsured patients--Inpatient and outpatient charges to patients who have no health insurance or other source of third party payment for services provided during the year, multiplied by the hospital's ratio of costs to charges (inpatient and outpatient), less the amount of payments made by or on behalf of those patients. Uninsured patients are patients who have no health insurance or other source of third party payments for services provided during the year. Uninsured patients include those patients who do not possess health insurance that would apply to the service for which the individual sought treatment.

(6)

Cost-to-charge ratio (inpatient only)--Hospital's overall inpatient cost-to-charge ratio, as determined from its Medicare cost report it submitted for its fiscal year ending in the previous calendar year. The latest available Medicare cost report will be used in the absence of the cost report for the hospital fiscal year ending in the previous calendar year.

(7)

Cost-to-charge ratio (inpatient and outpatient)--Hospital's overall cost-to-charge ratio, as determined from its Medicare cost report it submitted for its fiscal year ending in the previous calendar year. The latest available Medicare cost report will be used in the absence of the cost report for the hospital fiscal year ending in the previous calendar year.

(8)

Financially indigent--An uninsured or underinsured person who is accepted for care with no obligation or a discounted obligation to pay for the services rendered based on the hospital's eligibility system.

(9)

Gross inpatient revenue--Amount of gross inpatient revenue (charges) reported by the hospital in the appropriate part of the Medicare cost report it submitted for its fiscal year ending in the previous calendar year. Gross inpatient revenue excludes revenue related to the professional services of hospital-based physicians, swing bed facilities, skilled nursing facilities, intermediate care facilities, and other revenue that is unidentified. The latest available Medicare cost report will be used in the absence of the cost report for the hospital fiscal year ending in the previous calendar year.

(10)

Hospital eligibility criteria--The financial criteria used by a hospital to determine if a patient is eligible for charity care. The system includes income levels and means testing indexed to the federal poverty guidelines; provided, however that a hospital may not establish an eligibility system that sets the income level eligible for charity care lower than that required by counties under the Texas Health and Safety Code, §61.023, or higher, in the case of the financially indigent, than 200% of the federal poverty guidelines. A hospital may determine that a person is financially or medically indigent pursuant to the hospital's eligibility system after health care services are provided.

(11)

Hospital specific limit--The sum of the following two measurements:

(A)

the Medicaid shortfall; and

(B)

cost of services to uninsured patients.

(12)

Inflation update factor--A general increase in prices as determined by the guidelines in §29.606 of this title (relating to Reimbursement Methodology for Inpatient Hospital Services).

(13)

Low-income days--Number of days derived by multiplying a hospital's total inpatient census days by its low-income utilization rate.

(14)

Low-income utilization rate--The result of the following computation: ((Title XIX inpatient hospital payments plus total state and local revenue) divided by (gross inpatient revenue multiplied by cost-to-charge ratio)) plus ((total inpatient charity charges minus total state and local revenue) divided by (gross inpatient revenue)).

(15)

Medicaid inpatient utilization rate--Fraction expressed as a percentage, the numerator of which is the hospital's number of inpatient days attributable to patients who (for these days) were eligible for medical assistance under a state plan, and the denominator of which is the total number of the hospital's inpatient days in that period. The term "inpatient day" includes each day in which an individual (including a newborn) 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.

(16)

Medicaid shortfall--The cost of services (inpatient and outpatient) furnished to Medicaid patients, less the amount paid under the nondisproportionate share hospital payment method under the state plan.

(17)

Medically indigent--A person whose medical or hospital bills after payment by third-party payers exceed a specified percentage of the patient's annual gross income, determined in accordance with the hospital's eligibility system, and the person is financially unable to pay the remaining bill.

(18)

Medicare inpatient utilization rate--Medicare inpatient days divided by total inpatient census days.

(19)

Payments received--Payments received from uninsured patients from or on behalf of uninsured patients as defined in paragraph (5) of this subsection.

(20)

Rural area--Area outside a Metropolitan Statistical Area (MSA) or a Primary Metropolitan Statistical Area (PMSA). MSA and PMSA are defined by the Office of Management and Budget.

(21)

Total inpatient census days--Total number of a hospital's inpatient census days during its fiscal year ending in the previous calendar year.

(22)

Total inpatient charity charges--Total amount (excluding bad debt charges) of the hospital's charges for inpatient hospital services attributed to charity care (care provided to individuals who have no source of payment, third-party or personal resources) in a cost reporting period. The total inpatient charges attributable to charity care does not include contractual allowances and discounts (other than for indigent patients not eligible for medical assistance under an approved Medicaid State Plan); that is, reduction or discounts, in charges given to other third-party payers such as but not limited to HMOs, Medicare, or Blue Cross. The amount of total inpatient charity charges must be consistent with the amount reported on the department's annual hospital survey.

(23)

Total Medicaid inpatient days--Total number of billed Title XIX inpatient days based on the latest available state fiscal year data for patients eligible for Title XIX benefits. Total Medicaid inpatient days includes days that were denied payment for reasons other than eligibility. Included are inpatient days of care provided to patients eligible for Medicaid at the time the service was provided, regardless of whether the claim was paid. These denied claims include, but are not limited to, claims for patients whose spell of illness limits are exhausted, or claims that were filed late. The term excludes days attributable to Medicaid patients between the ages of 21 and 65 who live in an institution for mental diseases. The term includes days attributable to individuals eligible for Medicaid in other states. Total Medicaid inpatient days includes days with dates of admissions between September 1 and August 31 (state fiscal year) and dates of payments within the fiscal year and for nine months after the end of the fiscal year (May 31).

(24)

Total Medicaid inpatient hospital payments--Total amount of Title XIX funds, excluding Medicaid disproportionate share funds, a hospital received for admissions during the latest available state fiscal year for inpatient services. Total Medicaid inpatient hospital payments includes payments associated with dates of admissions between September 1 and August 31 (state fiscal year) and dates of payments within the fiscal year and for nine months after the end of the fiscal year (May 31).

(25)

Total operating costs--Total operating costs of a hospital during its fiscal year ending in the calendar year before the start of the current federal fiscal year, according to the hospital's Medicare cost report (tentative, or final audited cost report, if available).

(26)

Total state and local revenue--Total amount of state and local revenue a hospital received for inpatient care, excluding all Title XIX payments, during its fiscal year ending in the previous calendar year. Sources of state and local revenue include but are not limited to County Indigent Health Care, Chronically Ill and Disabled Children, Kidney Health Care, and tax funds. Sources of revenue that are not included in state and local inpatient revenue include but are not limited to Office of Substance Abuse Program, Ryan White Title II, Ryan White Title III, State Legalization Impact Assistance Grant, Civilian Health and Medical Program of the Uniformed Services, Medicare, and Medicare/Medicaid contractual funds and allowances. The department adjusts inpatient tax revenues for hospitals that report all of their tax revenues as inpatient revenue. To make adjustments, the department uses the appropriate parts of the Medicare cost report that the hospital submitted for its fiscal year ending in the previous calendar year.

(27)

Urban--Area inside an MSA or PMSA.

(28)

Weighted low-income days--Low-income days multiplied by an appropriate weighing factor.

(29)

Weighted Medicaid days--Medicaid days multiplied by an appropriate weighing factor.

(30)

Available fund (state mental and chest hospitals)--Sum of 100% of their adjusted hospital specific limits.

(31)

Available fund (hospitals other than mental and chest hospitals)--Total federal fiscal year cap (state disproportionate share hospital allotment) minus the available fund for state teaching hospitals minus the available fund for state mental and chest hospitals.

(c)

Conditions of participation. Before the beginning of each state fiscal year, which begins September 1, the single state agency or its designee shall survey Medicaid hospitals to determine which hospitals meet the state's conditions of participation. Hospitals must allow state personnel access to the hospital and its records to ensure compliance with the conditions of participation. Failure to meet all of the conditions of participation shall result in ineligibility for participation in the program. These conditions of participation do not apply to state-owned teaching hospitals as specified in §29.610 of this title (relating to Disproportionate Share Hospital Reimbursement Methodology for State-Owned Teaching Hospitals). The conditions of participation are as follows.

(1)

Hospital eligibility criteria for indigent patients needing medical care. Each Medicaid hospital must submit to the state Medicaid director its hospital eligibility criteria for indigent patients and the procedures for identifying those indigent patients eligible for emergency and nonemergency medical care. Hospital eligibility criteria should address financially indigent people as well as the medically indigent and are indexed to the federal poverty guidelines. Hospitals must identify the number of patients to whom they provide charity care and must make available to state personnel sufficient records to document the amount of charity care provided to those patients. A hospital must allow state personnel to observe the implementation of its stated charity policy and must permit state personnel access to the hospital or its records evidencing charity care. Exception: State mental hospitals and state chest hospitals are exempt. Indigent care criteria for these hospitals are defined in state law.

(2)

Charity charge requirements. Exceptions: Urban hospitals with combined Medicaid and Medicare inpatient utilization rates equal to or greater than 80% are exempt. Rural and children's hospitals with combined Medicare and Medicaid inpatient utilization rates equal to or greater than 65% are exempt. Any hospital that qualifies for Medicaid disproportionate share funds in a state fiscal year, and that did not get Medicaid disproportionate share funds in the previous year, is exempt from this specific condition. State mental hospitals and state chest hospitals are exempt.

(A)

In order to receive Medicaid disproportionate share funds in:

(i)

state fiscal year 1995, a hospital's fiscal year 1993 total charity charges must be equal to or greater than 10% of its net state fiscal year 1994 disproportionate share payments;

(ii)

state fiscal year 1996, a hospital's fiscal year 1994 total charity charges must be equal to or greater than 15% of its net state fiscal year 1995 disproportionate share payments;

(iii)

state fiscal year 1997, a hospital's fiscal year 1995 total charity charges must be equal to or greater than 20% of its net state fiscal year 1996 disproportionate share payments;

(iv)

state fiscal year 1998, a hospital's fiscal year 1996 total charity charges must be equal to or greater than 25% of its net state fiscal year 1997 disproportionate share payments.

(B)

The ratio of total charity charges to net disproportionate share payments must be equal to or greater than 25% in subsequent years.

(3)

Posting requirements. Each hospital must annually provide assurances to the state Medicaid director that it posts policies informing patients and prospective patients of its eligibility and charity care. These policies must be posted prominently and continuously in common, patient-entry points. Hospitals must advise all patients of the availability of no-cost medical care and the application procedures. The posting must be in English and Spanish.

(4)

Reporting requirements. Each hospital must report receipt and expenditure of Medicaid disproportionate share funds to the Medicaid director at least once a year. Each hospital must maintain records for the receipt and expenditure of its disproportionate share funds for five years.

(5)

Community health care assessment. Each hospital, or group of hospitals, must annually furnish to the state Medicaid director a copy, developed at the direction of the hospital's governing board, of its assessment of the health care needs of its community. The assessment must contain a socioeconomic and demographic description of the hospital's service area and an assessment of the service area's existing health care resources. The assessment must demonstrate how the hospital is using its disproportionate share funds to address its community health needs. Exceptions: State mental hospitals and state chest hospitals are exempt because their expenditures are governed by state law.

(6)

Alternative access to primary care. Each hospital must annually report to the state Medicaid director the availability of alternative access (other than emergency care) to primary care in its community. Alternative access to primary care includes, but is not limited to, primary care physician offices, minor emergency centers, and primary care clinics. Hospitals must have plans to arrange for nonemergency patients to receive care that is not in their emergency rooms, unless they can demonstrate that there is no feasible alternative in the community. This kind of plan includes, but is not limited to, a hospital-based clinic for nonemergent patients referred to after triage. Hospitals also must report their progress in treating nonemergency patients apart from their emergency rooms. Exceptions: The following hospitals are exempt from this condition: State mental and state chest hospitals; psychiatric hospitals licensed by the Texas Department of Mental Health and Mental Retardation (TXMHMR); and certain hospitals licensed as "special" by the Texas Department of Health (department) (i.e., long-term care hospitals, ventilator hospitals, burn institutes, and alcohol-chemical dependency hospitals); rehabilitation hospitals; maternity hospitals; college infirmaries; contagious disease hospitals; and hospitals for the terminally ill.

(7)

Trauma system. Disproportionate share hospitals must actively participate in the development of a regional trauma system, which includes trauma facility designation as defined in the state trauma laws (Health and Safety Code, §§773.111-773.120) and department rules. This condition shall apply only if rules and procedures to designate facilities have been adopted. Exceptions: The following hospitals are exempt from the trauma system condition: State mental and state chest hospitals; psychiatric hospitals licensed by TXMHMR; and certain hospitals licensed as "special" by the department (i.e., long term care hospitals, ventilator hospitals, burn institutes, and alcohol-chemical dependency hospitals); rehabilitation hospitals; maternity hospitals; college infirmaries; contagious disease hospitals; and hospitals for the terminally ill. Pediatric and adolescent facilities are exempt from trauma facility designation requirements until the time that state law authorizes the designation of pediatric and/or adolescent trauma facilities.

(A)

Hospitals qualifying for the disproportionate share program for the first time must meet the regional trauma system development participation requirement in the first year of their participation in the disproportionate share program, regional trauma system development participation and application for trauma facility designation in the second year of their participation in the disproportionate share program, regional trauma system development participation and confirmation that a consultation survey has been scheduled or a complete designation application packet has been submitted to the Bureau of Emergency Management in the third year of their participation in the disproportionate share program, regional trauma system development participation and confirmation that a verification or designation survey has been scheduled in the fourth year of their participation in the disproportionate share program and continued participation and completed verification or designation survey in the fifth year of their participation in the disproportionate share program, continued participation and trauma facility designation in the sixth year of their participation in the disproportionate share program, and continued participation and maintenance of trauma facility designation in their subsequent years of participation in the disproportionate share program.

(B)

Hospitals shall be designated as trauma facilities under four levels that range from "basic" (stabilization and transfer of major and severe trauma patients) to "comprehensive" (care and management of all trauma patients, plus education and research). Hospitals identified as disproportionate share hospitals effective September 1, 1993, must be designated as trauma facilities or hospitals participating in regional trauma system development by March 1, 1994. Participation in regional trauma system development and application for designation as a trauma facility shall be required in the second year of participation in the disproportionate share program. Participation in regional trauma system development and confirmation that a consultation survey has been scheduled or a complete designation application packet has been submitted to the Bureau of Emergency Management shall be required in the third year of participation in the disproportionate share program. Participation in regional trauma system development and confirmation that a verification or designation survey has been scheduled are required in the fourth year of participation in the disproportionate share program. Participation in regional trauma system development and designation as a trauma facility shall be required in subsequent years of their development in the disproportionate share program.

(C)

Documentation of regional trauma system development participation is periodically provided to the Bureau of Emergency Management (bureau) by the trauma service areas. Beginning January 1, 1994, and before January 1 of each subsequent year, the bureau annually reports hospital participation in regional trauma system development, application for trauma facility designation, and trauma facility designation status to the state Medicaid director.

(8)

Maintenance of effort. Hospital districts and city/county hospitals with greater than 250 licensed beds in the state's largest MSAs and PMSAs are not eligible for disproportionate share payments if local revenues are reduced as a result of disproportionate share funds received.

(9)

Two-physician requirement. In order to qualify for disproportionate share hospital payments, each hospital must have at least two physicians (M.D. or D.O.) who have hospital staff privileges and who have agreed to provide nonemergency obstetrical services to Medicaid clients. The two-physician requirement does not apply to hospitals whose inpatients are predominantly under 18 years old or that did not offer nonemergency obstetrical services as of December 22, 1987.

(d)

Qualifying formulas for determining disproportionate share status. Each hospital must have a Medicaid inpatient utilization rate, at a minimum, of 1.0%. The single state agency or its designee shall identify the qualifying Medicaid disproportionate share providers from among the hospitals that meet the two-physician requirement and the state's conditions of participation, as specified in subsection (c)(1)-(9) of this section, by using the following formulas. In the case of hospitals that have merged to form a single Medicaid provider, the single state agency or its designee shall aggregate the data points from the individual hospitals that now make up the single provider to determine whether the single Medicaid provider qualifies as a Medicaid disproportionate share hospital. Medicaid disproportionate share hospitals shall receive payments if they merge with other hospitals during the fiscal year, if they continue to meet the two-physician requirement, and if they meet the other conditions of participation. Children's hospitals that do not otherwise qualify as disproportionate share hospitals shall be deemed disproportionate share hospitals. The formulas are as follows:

(1)

a Medicaid inpatient utilization rate at least one standard deviation above the mean Medicaid inpatient utilization rate for all hospitals participating in the Medicaid program: Title XIX Inpatient Days / Total Inpatient Census Days;

(2)

for rural hospitals, a Medicaid inpatient utilization rate greater than the mean Medicaid inpatient utilization rate for all hospitals participating in the Medicaid program; or

(3)

a low-income utilization rate exceeding 25% but not more than 100%. For a hospital, the low-income utilization rate is the sum (expressed as a percentage) of the fractions calculated as follows:

(A)

the total Medicaid inpatient payments paid to the hospital, plus the amount of revenue received directly from state and local governments for inpatient hospital care, excluding all Title XIX payments, in a cost reporting period, divided by the total amount of revenues of the hospital for inpatient services (including the amount of state and local revenue) in the same cost reporting period multiplied by the hospital's inpatient cost-to-charge ratio for the same cost-reporting period: (Title XIX Inpatient Hospital Payments + Total State and Local Revenue) / (Gross Inpatient Revenue x Cost to Charge Ratio).

(B)

the total amount of the hospital's charges for inpatient hospital services attributable to charity care (care provided to individuals who have no source of payment, third-party or personal resources), excluding bad debt charges, in a cost reporting period, minus the amount of revenue for inpatient hospital services received directly from state and local governments, excluding all Title XIX payments, in a cost reporting period, divided by the total amount of the hospital's charges for inpatient services in the hospital in the same period. The total inpatient charges attributable to charity care will not include contractual allowances and discounts (other than for indigent patients not eligible for medical assistance under an approved Medicaid state plan); that is, reductions or discounts in charges given to other third-party payers such as but not limited to HMOs, Medicare, or Blue Cross: (Total Inpatient Charity Charges - Total State and Local Revenue) / Gross Inpatient Revenue.

(4)

total Medicaid inpatient days at least one standard deviation above the mean Medicaid inpatient days for all hospitals participating in the Medicaid program.

(e)

Determining disproportionate share status. To determine Medicaid disproportionate share status:

(1)

the single state agency arrays each hospital's Medicaid utilization rate in descending order. The single state agency first selects hospitals meeting the two-physician requirement or one of the exceptions to the requirement whose Medicaid utilization rates are at least one standard deviation above the mean Medicaid inpatient utilization rate for all hospitals participating in the Medicaid program. The state considers these hospitals to be Medicaid disproportionate share hospitals;

(2)

the single state agency arrays each rural hospital's Medicaid utilization rate in descending order. The single state agency then selects rural hospitals meeting the two-physician requirement or one of the exceptions to the requirement whose Medicaid utilization rate is above the mean Medicaid utilization rate for all hospitals participating in the Medicaid program. The state considers these hospitals to be Medicaid disproportionate share hospitals;

(3)

the single state agency then arrays each remaining hospital's low income utilization rate in descending order. The single state agency selects hospitals meeting the two-physician requirement or one of the exceptions to the requirement whose low income utilization rates are greater than 25%. The state considers these hospitals to be Medicaid disproportionate share hospitals;

(4)

the single state agency arrays each remaining hospital's total Medicaid inpatient days in descending order. The single state agency selects hospitals meeting the two-physician requirement or one of the exceptions to the requirement whose total inpatient Medicaid days is at least one standard deviation above the mean Medicaid inpatient days for all hospitals participating in the Medicaid program. The state considers these hospitals to be Medicaid disproportionate share hospitals.

(f)

Reimbursing Medicaid disproportionate share hospitals. The department shall reimburse Medicaid disproportionate share hospitals on a monthly basis. Monthly payments will equal one-twelfth of annual payments unless it is necessary to adjust the amount because payments will not be 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. Before the start of the next state fiscal year, the department determines the size of the available funds to reimburse disproportionate share hospitals for the next state fiscal year, which begins each September 1. The funds available to reimburse the state chest hospitals and state mental hospitals equal the total of their adjusted hospital specific limits. The available fund for the remaining hospitals equals the lesser of the funds remaining in the state's annual disproportionate share hospital allotment or the sum of qualifying hospitals' adjusted hospital specific limits. Payments shall be made in the following manner, unless the department determines the hospital's proposed reimbursement has exceeded its specific limit.

(1)

A state chest hospital (facility of the Texas Department of Health) or a state mental hospital (facility of the Texas Department of Mental Health and Mental Retardation) that meets the requirements for disproportionate share status and provides inpatient psychiatric care or inpatient hospital services receives annually 100% of its adjusted hospital specific limit.

(2)

For the remaining hospitals, payments will be based on both weighted inpatient Medicaid days and weighted low income days. The department weighs each hospital's total inpatient Medicaid days and low income days by the appropriate weighing factor. The department defines a low income day as a day derived by multiplying a hospital's total inpatient census days from its fiscal year ending in the previous calendar year by its low income utilization rate. Hospital districts and city/county hospitals with greater than 250 licensed beds in the state's largest MSAs shall receive weights based proportionally on the MSA population according to the 1990 United States census. MSAs with populations greater than or equal to 150,000, according to the 1990 census, are considered as the "largest MSAs." Children's hospitals also shall receive weights because of the special nature of the services they provide. All other hospitals receive weighing factors of 1.0. The inpatient Medicaid days of each hospital shall be based on the latest available state fiscal year data for patients entitled to Title XIX benefits. The available fund shall be divided into two parts. One half of the available fund will reimburse each qualifying hospital on a monthly basis by its percent of the total inpatient Medicaid days. One-half of the available fund will reimburse each qualifying hospital by its percent of the total low income days. The department determines whether hospitals in rural areas will receive 5.5% or more of the gross disproportionate share hospital funds for non-state hospitals. If hospitals in rural areas will receive at least 5.5% of the gross non-state hospitals funds, the department will reimburse them using existing principles. If hospitals in rural areas will not receive at least 5.5% of gross non-state hospital funds, the department will reimburse them at 5.5% of non-state hospital funds, using existing principles. Reimbursement for the remaining hospitals is determined monthly as follows.

(A)

The single state agency or its designee determines the average monthly number of weighted Medicaid inpatient days and weighted low-income days of each qualifying hospital.

(B)

A qualifying hospital receives a monthly disproportionate share payment based on the following formula:

Figure: 1 TAC §355.8065(f)(2)(B)

(C)

All MSA population data are from the 1990 United States census. The specific weights for certain hospital districts and children's hospitals are as follows:

(i)

Children's hospitals are weighted at 1.25.

(ii)

MSAs with populations greater than or equal to 150,000 and less than 300,000 are weighted at 2.75.

(iii)

MSAs with populations greater than or equal to 300,000 and less than 1 million are weighted at 3.0.

(iv)

MSAs with populations greater than or equal to 1 million and less than 3 million are weighted at 3.25.

(v)

MSAs with populations greater than or equal to 3 million are weighted at 3.75.

(D)

The department or its designee determines the hospital specific limit for each disproportionate share hospital. This limit is the sum of a hospital's Medicaid shortfall, as defined in subsection (b)(16) of this section, and its cost of services to uninsured patients, as defined in subsection (b)(5) of this section, multiplied by the appropriate inflation update factor, as provided for in subsection (g)(2)(E) of this section.

(i)

The Medicaid shortfall includes total Medicaid billed charges and any Medicaid payment made for the corresponding inpatient and outpatient services delivered to Texas Medicaid clients, as determined from the hospital's fiscal year claims data, regardless of whether the claim was paid. These denied claims include, but are not limited to, patients whose spell of illness claims were exhausted, or payments were denied due to late filing. See subsection (b)(16) of this section for definition of "Medicaid shortfall."

(ii)

The total Medicaid billed charges for each hospital are converted to cost, utilizing a calculated cost-to-charge ratio (inpatient and outpatient). The department or its designee determines that ratio by using the hospital's Form HCFA 2552-92, Hospital and Hospital Health Care Complex Cost Report, that was submitted for the fiscal year ending in the previous calendar year. The department or its designee uses the latest available Medicare cost report in the absence of the Medicare cost report submitted in the fiscal year ending in the previous calendar year. To determine the cost-to-charge ratio (inpatient and outpatient) for each hospital, the department or its designee uses the total cost from the HCFA 2552-92, Worksheet B, Part I, Column 25, and total charges from the HCFA 2552-92, Worksheet C Part I, Column 6. The ratio is the total cost divided by the total gross patient charges.

(iii)

The department or its designee determines the cost of services to patients who have no health insurance or source of third party payments for services provided during the fiscal year for each hospital. Hospitals are surveyed each year to determine charges that can be attributed to patients without insurance or other third party resources. The charges from reporting hospitals are multiplied by each hospital's cost-to-charge ratio (inpatient and outpatient) to determine the cost.

(iv)

Hospitals that do not respond to the survey, or that are unable to determine accurately the charges attributed to patients without insurance, shall have their bad debt charges as defined in subsection (b)(2) of this section, and their charity charges as defined in subsection (b)(4) of this section, reduced by a percentage derived from a representative sample of hospitals to be determined annually by the department or its designee. The department derives the percentages using the following formula; for each specific category of hospitals listed in clause (v) of this subparagraph, the department sums the total amount of charges for patients without health insurance or other third party payments. For each specific category of hospitals listed in clause (v) of this subparagraph, the department sums the charity and bad debt charges. For each specific category of hospitals listed in clause (v) of this subparagraph, the department then divides the charges for patients without health insurance or other third party payments by the sum of charity and bad debt charges. The department then uses the resulting ratio for each specific category of hospitals listed in clause (v) of this subparagraph in the following manner. Individual hospitals that do not respond to the survey, or that are unable to accurately determine the charges attributed to patients without insurance have their hospital's individual sum of bad debt and charity charges multiplied by the appropriate ratio for the specific hospital category. After the department has calculated a value for the charges for patients without health insurance or other source of third party payment for each individual hospital, the department multiplies each hospital's calculated value by that hospital's cost-to-charge ratio (inpatient and outpatient) to obtain the proxy cost of services delivered to uninsured patients at each hospital.

(v)

The representative sample of hospitals is one of the following specific categories of hospitals: urban public, other urban, rural, state-operated psychiatric and nonstate psychiatric. In the event that less than 20% of the hospitals in a specific category provide data to the department, the department or its designee uses the overall ratio calculated for all responding hospitals. The department or its designee creates additional categories, by submitting a state plan amendment, as it deems appropriate for the economic and efficient operation of the Medicaid disproportionate share hospital program.

(vi)

After the department or its designee determines each disproportionate share hospital's cost of services to patients who have no health insurance or source of third party payments for services provided during the year, the department subtracts from each hospital's cost of services the amount of payments made by or on behalf of those patients who have no health insurance or source of third party payments for services provided during the year.

(E)

The department or its designee shall trend each hospital's "hospital specific limit" calculated from its historical base period cost report to the state's fiscal year disproportionate share program. For hospitals without a full 12-month fiscal year cost report, the department or its designee shall convert their costs to annualized hospital specific limits. The department or its designee shall use the inflation rates described in §29.606(n)(2) of this title (relating to Reimbursement Methodology for Inpatient Hospital Services) to calculate the inflation update factor used in the adjusted hospital specific limit. The department or its designee shall calculate the number of months from the mid-point of the hospital's cost reporting period to the mid-point of the state fiscal year disproportionate share program. The department or its designee shall then multiply the portion of the hospital's cost report year occurring in the state fiscal year by the inflation update factor used for each state fiscal year in the calculation of hospital reimbursement rates for each state fiscal year. The product of these calculations shall be multiplied by each hospital's "hospital specific limit" to obtain each hospital's "adjusted hospital specific limit."

(F)

The department or its designee compares the projected payment for each disproportionate share hospital, as determined by subsections (d) and (e) of this section, with its adjusted hospital specific limit, as determined by subparagraphs (D) and (E) of this paragraph. If the hospital's projected payment is greater than its adjusted hospital specific limit, the department or its designee reduces the hospital's payment to its adjusted hospital specific limit.

(G)

If there are disproportionate share hospital funds left in the available fund for the remaining hospitals, because some hospitals have had their disproportionate share hospital payments reduced to their adjusted hospital specific limits, the department distributes the excess funds according to the provisions in this section. For hospitals whose projected disproportionate share hospital payments are less than their adjusted hospital specific limits, the department or its designee does the following:

(i)

calculate the difference between its adjusted hospital specific limit and its projected disproportionate share hospital 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 for clause (ii) of this subparagraph; and

(iv)

multiply the ratio from clause (iii) of this subparagraph by the remaining available fund. Remaining Available Fund x (Hospital's Adjusted Limit - Hospital's Projected Disproportionate Share Payment) = Total.

(H)

Only those hospitals that are below their adjusted hospital specific limits are eligible to participate in this distribution. The disproportionate share hospital funds remaining in the available fund are distributed to the hospitals that have not already reached their adjusted hospital specific limits. Each hospital's total disproportionate share payment (including the redistribution of excess funds) cannot exceed its adjusted hospital specific limit.

(g)

Review of agency determination. The single state agency or its designee notified hospitals of their tentative eligibility or ineligibility and the estimated amount of payment before the beginning of the state fiscal year. Any hospital, including those hospitals that do not qualify or that contend the amount of payment is incorrect, is allowed to request a review by the single state agency or its designee. The actual amount of payment also may vary if a successful review request by one or more hospitals necessitates an adjustment in the amount of payments to the other hospitals in the program. Because of the state's ongoing review of data elements used in the formulas before the first monthly payment, it is possible that a hospital may either gain or lose eligibility after receiving tentative notification, which would also affect payment amounts.

(1)

The hospital's written request for a review must be made to the director of acute care services and must be received by the director within 10 calendar days after the hospital receives notification of its eligibility or ineligibility. The hospital's request must contain specific documentation supporting its contention that factual or calculation errors were made, which, if corrected, would result in the hospital qualifying for payments or receiving payment in a corrected amount.

(2)

The review is:

(A)

limited to allegations of factual or calculation errors;

(B)

limited to a review of documentation submitted by the hospital or used by the single state agency or its designee in making its original determination; and

(C)

not conducted as an adversary hearing.

(3)

The single state agency or its designee conducts the review as quickly as possible and makes its decision before the first monthly payment is made for that fiscal year. Hospitals that have requested a review are notified of the results of the review at the time of the first monthly payment. Any adjustments made as a result of these reviews will not exceed the limits of available funds for implementing the applicable disproportionate share program. Once the first monthly payment is made, no additional review or appeal is available to hospitals.

(h)

Disproportionate share funds held in reserve.

(1)

Hospitals participating in the disproportionate share program are required to comply at all times with the conditions of participation specified in subsection (c) of this section. If the single state agency or its designee has reason to believe that a hospital is not complying with the conditions of participation, the single state agency or its designee notifies the hospital of possible noncompliance. Upon receipt of the notice of possible noncompliance, the hospital has 30 days to demonstrate its compliance with conditions of participation. If the hospital fails to demonstrate its compliance within 30 days, the single state agency or its designee has the authority to hold that hospital's disproportionate share payments in reserve until the:

(A)

hospital can demonstrate its compliance with the conditions of participation;

(B)

decision to hold payments in reserve is reviewed and the decision results in favor of the hospital; or

(C)

date the last monthly payment in the relevant state fiscal year occurs; whichever occurs first.

(2)

If a hospital's disproportionate share payments are being held in reserve on the date of the last monthly payment in the state fiscal year, the amount of the payments is divided proportionately among the hospitals receiving a last monthly payment and is not restored to the hospital. If the hospital demonstrates its compliance with the conditions of participation or if the hospital receives a favorable review decision, the funds are restored to the hospital.

(3)

Hospitals that have had disproportionate share payments held in reserve may request a review by the single state agency or its designee.

(A)

The hospital's written request for a review must:

(i)

be made to the director of acute care services;

(ii)

be received by the director within 10 days after the hospital's disproportionate share 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 compliance with conditions of participation;

(ii)

limited to a review of documentation submitted by the hospital or used by the single state agency or its designee in making its original determination; and

(iii)

not conducted as an adversary hearing.

(C)

The single state agency or its designee conducts the review as quickly as possible and notifies hospitals requesting the review of the results. Once the last monthly payment for the relevant state fiscal year is made, no additional review or appeal is available to hospitals.

(4)

If a hospital that is already receiving Medicaid disproportionate share funds closes, loses its license, loses its Medicare or Medicaid eligibility, that hospital's disproportionate share funds are reallocated among the remaining disproportionate share hospitals. If the hospital reopens, as the same hospital type, regains similar licensure or Medicare and Medicaid eligibility during the same fiscal year, that hospital receives monthly disproportionate share payments for the remaining months in the state fiscal year, as determined by the appropriate reimbursement formula and from available funds.

(i)

Provision for reduction in federal disproportionate share cap. If the federal government reduces the amount of Medicaid disproportionate share funds allotted to Texas, the state must reduce the net amount allotted to each disproportionate share hospital during the state fiscal year by the same percentage.

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

Filed with the Office of the Secretary of State on May 31, 2000.

TRD-200003849

Marina Henderson

Executive Deputy Commissioner

Texas Health and Human Services Commission

Effective date: September 1, 2000

Proposal publication date: December 10, 1999

For further information, please call: (512) 458-7236