TITLE 28.INSURANCE

Part 2. TEXAS WORKERS' COMPENSATION COMMISSION

Chapter 103. AGENCY ADMINISTRATION

Subchapter B. AGENCY CONTRACTS

28 TAC §103.101

The Texas Workers' Compensation Commission (the commission) proposes new §103.101, concerning vendor protest procedures. The proposed rule provides the procedure an aggrieved party must follow to resolve a dispute in connection with the solicitation, evaluation or award of any contract with the commission. The proposed new rule provides vendors a procedure to resolve protests relating to the solicitation, evaluation, or award of a contract by the commission. Senate Bill 1752 of the 75th Legislature, 1997, added Government Code §2155.076 to the State Purchasing Act to require each state agency to develop and adopt protest procedure rules for resolving vendor protests relating to purchasing issues. Section 2155.076 requires an agency's rules to be consistent with the General Services Commission (GSC) rules, which are located in 1 TAC Chapter 111. The Texas Register shows the proposed text of the new rule, and should be read to determine all proposed language.

The proposed new rule provides a procedure for an actual or proposed bidder, offeror or contractor to follow to protest the solicitation, evaluation, or award of a contract. The contents of the protest, time period for filing a protest, and notice required is set out in the proposed new rule. The commission is given the authority to settle the protest, or if it is not resolved, to issue a written determination on the protest. The proposed new rule provides for the appeal of the commission's decision to the executive director whose decision is the final administrative action of the commission. The proposed rule requires that in the event of a protest, documents collected in association with the solicitation, evaluation, and/or award of a contract be maintained by the commission for four years.

Hope Teneyuque, Assistant Director of Support Services, has determined that for the first five-year period the proposed rule is in effect, there will be minimal fiscal implications for state or local governments as a result of enforcing or administering the rule. In the event of a vendor protest, the commission would incur cost for staff time to process the protest and associated administrative costs as imposed by the statutory and General Service Commission rule requirements.

For the first five-year period the proposed rule is in effect the anticipated public benefit, as a result of enforcing the proposed rule, will be a more efficient and effective resolution of vendor protests relating to purchasing issues. Vendor participation and satisfaction should also increase due to the consistency and fairness of the proposed rule.

There will be no anticipated new economic costs to persons who are required to comply with the proposed rule. There will be no difference in the costs of compliance for small businesses or micro businesses as compared to large businesses. There will be no adverse economic impact on small businesses or micro-businesses, because the commission currently follows the statute and GSC rule to resolve vendor protests, and the proposed rule is consistent with the GSC rule.

Comments on the proposal or requests for public hearing must be received by 5:00 p.m., May 29, 2001. You may comment via the Internet by accessing the commission's website at www.twcc.state.tx.us and then clicking on "Proposed Rules." This medium for commenting will help you organize your comments by rule chapter. You may also comment by emailing your comments to rulecomments@twcc.state.tx.us or by mailing or delivering your comments to Nell Cheslock at the Office of the General Counsel, Mailstop #4-D, Texas Workers' Compensation Commission, Southfield Building, 4000 South IH-35, Austin, Texas 78704-7491.

Commenters are requested to clearly identify by number the specific rule and paragraph commented upon. The commission may not be able to respond to comments that cannot be linked to a particular proposed rule. Along with your comment, it is suggested that you include the reasoning for the comment in order for commission staff to fully evaluate your recommendations.

Based upon various considerations, including comments received and the staff's or commissioners' review of those comments, or based upon the commissioners' action at the public meeting, the rule as adopted may be revised from the rule as proposed in whole or in part. Persons in support of the rule as proposed, in whole or in part, may wish to comment to that effect.

This proposed new rule affects the following statues: the Texas Labor Code §402.041, which sets out the role of the executive director, the Texas Labor Code §402.042, which authorizes the executive director to enter orders as authorized by the statute as well as to prescribe the for and manner and procedure for transmission of information to the commission, the Texas Labor Code, §402.061, which authorizes the commission to adopt rules necessary to administer the Act; the Texas Government Code §2155.076, which requires each state agency to develop and adopt protest procedure rules for resolving vendor protests relating to purchasing issues.

The new rule is proposed under the Texas Labor Code §402.041, which sets out the role of the executive director, the Texas Labor Code §402.042, which authorizes the executive director to enter orders as authorized by the statute as well as to prescribe the form and manner and procedure for transmission of information to the commission, the Texas Labor Code, §402.061, which authorizes the commission to adopt rules necessary to administer the Act; the Texas Government Code §2155.076, which requires each state agency to develop and adopt protest procedure rules for resolving vendor protests relating to purchasing issues.

§103.101.Vendor Protest Procedures.

(a)

Any actual or prospective bidder, offeror or contractor who is aggrieved in connection with the solicitation, evaluation or award of a contract may formally protest to the commission. All such protests must be in writing and received in the commission's office within 10 calendar days after the protesting party knows, or should have known, of the occurrence of the action which is protested. Copies of the protest must be mailed or delivered by the protesting party to all other interested parties. For purposes of this section, "interested parties" means all vendors who have submitted bids, offers, or proposals for the contract involved and any protesting party.

(b)

In the event of a timely protest or appeal under this section, the commission shall not proceed further with the solicitation or award the contract unless the executive director of the commission or the executive director's designee makes a written determination that the award of contract without delay is necessary to protect substantial interests of the state.

(c)

All protests must be sworn to, notarized, and contain:

(1)

a specific identification of the statutory or regulatory provision(s) that the action complained of is alleged to have violated;

(2)

a specific description of each act alleged to have violated the statutory or regulatory provision identified in paragraph (1) of this subsection;

(3)

a detailed statement of the relevant facts;

(4)

an identification of the issue or issues to be resolved;

(5)

argument and authorities in support of the protest;

(6)

the subsequent action the protesting party is requesting; and

(7)

a statement that copies of the protest have been mailed or delivered to the commission and all other identifiable interested parties.

(d)

The commission has the authority to settle and resolve the protest. After receiving the protest, the commission shall immediately seek the advice of the Office of Legal Services of the commission. The commission may solicit written responses to the protest from other interested parties. If the protest is not resolved by mutual agreement, the commission will issue a written determination on the protest.

(1)

If the commission determines that no violation of any rule or statute has occurred, the commission shall so inform the protesting party and all other interested parties by letter, which sets forth the reasons for the determination.

(2)

If the commission determines that a violation of a rule or statute has occurred in a case where a contract has not been awarded, the commission shall so inform the protesting party and all other interested parties by letter which sets forth the reasons for the determination and the appropriate remedial action.

(3)

If the commission determines that a violation of a rule or statute has occurred in a case where a contract has been awarded, the commission shall so inform the protesting party and all other interested parties by letter which sets forth the reasons for the determination. The determination may include termination of the contract.

(e)

Any interested party may appeal the commission's determination on a protest to the executive director. An appeal of the commission's determination must be in writing and must be received in the executive director's office no later than 10 working days after the date of the commission's determination. The appeal shall be limited to review of the commission's determination. Copies of the appeal must be mailed or delivered by the appealing party to the commission and all other interested parties.

(f)

The Office of Legal Services shall review the protest, the commission's determination, and the appeal, and prepare a written opinion with recommendation to the executive director.

(g)

Unless the executive director or the executive director's designee in his/her sole discretion determines that there is good cause, a protest or appeal that is not filed timely will not be considered.

(h)

A decision issued in writing by the executive director or the executive director's designee shall be the final administrative action of the commission.

(i)

In the event of a protest, all documents collected by the commission as part of a solicitation, evaluation, and/or award of a contract shall be retained by the commission for a period of four years.

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

Filed with the Office of the Secretary of State, on April 13, 2001.

TRD-200102118

Susan Cory

General Counsel

Texas Workers' Compensation Commission

Earliest possible date of adoption: May 27, 2001

For further information, please call: (512) 804-4286


Subchapter C. RESOLUTION OF CONTRACT CLAIMS

28 TAC §§103.300 - 103.322

The Texas Workers' Compensation Commission (the commission) proposes new §§103.300 - 103.322 concerning the negotiation and mediation of certain breach of contract claims asserted by contractors against the commission. These new sections are necessary to establish procedures for negotiation and mediation in accordance with Texas Government Code, Chapter 2260, which requires each state agency to adopt rules to govern the negotiation and mediation of certain claims for breach of contract.

Proposed §§103.300 - 103.322 are based on model rules adopted by the Office of the Attorney General. Section 103.300 states that the purpose of the rules is the implementation of Government Code, Chapter 2260. Section 103.301 sets out the applicability of the rules. Section 103.302 contains the definitions of terms used in the proposed rules. Section 103.303 establishes that the procedures in the proposed rules are a prerequisite to suit under the Civil Practice & Remedies Code, Chapter 107, and the Government Code, Chapter 2260. Section 103.304 states that the provisions do not waive sovereign immunity to suit or liability.

Section 103.305 sets out the procedures for a contractor to file a claim with the commission. Section 103.306 sets out the procedures for the commission to assert a counterclaim against the contractor.

Section 103.307 requires that the parties, in accordance with the timetable set out in §103.308, negotiate to attempt to resolve claims and counterclaims. Section 103.309 describes the conduct of negotiation. Section 103.310 requires the parties to disclose their settlement approval procedures prior to negotiations. Section 103.311 provides that an agreement to settle a claim must be in writing, signed by representatives of the contractor and the commission who have authority to bind each party. Section 103.312 provides that each party is responsible for its own costs incurred during negotiations.

Section 103.313 describes the process by which a contractor may request a contested case hearing before the State Office of Administrative Hearings on an unresolved claim. Section 103.314 describes the timetable for mediation of a claim. Sections 103.315 through 103.322 describe the mediation process and procedures.

The Texas Register shows the proposed text of the new rules and should be read to determine all proposed language.

Hope Teneyuque, Assistant Director, Support Services, has determined that for the first five- year period the proposed rule is in effect the fiscal implications for state or local governments as a result of enforcing or administering the rule will be the same as for others required to comply with the rules as described in the next paragraph. Local government and state government as a covered regulated entity will be impacted in the same manner as described later in this preamble for persons required to comply with the rule as proposed.

Ms. Teneyuque has also determined that for each year of the first five years the rule as proposed is in effect the public benefits anticipated as a result of the proposed sections will be the timely and effective resolution of contract disputes. The proposed rules provide a process by which claims for breach of contract can be asserted and resolved. There may be some economic cost to persons required to comply with the proposed rules. There will be no adverse economic impact on small businesses, micro-businesses or large businesses. There is no difference in the costs of compliance for small businesses or micro-businesses as compared to large businesses. Although the negotiation provisions do not impose economic costs on persons required to comply with the proposed rules because the proposed rules do not require the use of any particular negotiation mode or method, there are costs associated with the negotiation process in terms of personnel time and associated administrative expenses. The proposed rules require only that the parties negotiate their dispute, and the mode or method of negotiation is determined by the parties. The proposed rules provide that, absent an agreement to the contrary, the parties are responsible for costs they individually incur in the course of negotiation or other alternative dispute resolution process. Similarly, the mediation provisions do not impose economic costs on persons required to comply with the proposed rules unless the parties choose to mediate. If the parties choose to mediate a dispute, the proposed rules provide that, absent an agreement to the contrary, the parties will share the costs of the mediator and each parties is individually responsible for additional costs incurred in the course of the mediation.

Comments on the proposal or requests for public hearing must be received by 5:00 p.m., May 29, 2001. You may comment via the Internet by accessing the commission's website at www.twcc.state.tx.us and then clicking on Proposed Rules. This medium for commenting will help you organize your comments by rule chapter. You may also comment by emailing your comments to RuleComments@twcc.state.tx.us or by mailing or delivering your comments to Nell Cheslock at the Office of the General Counsel, Mailstop #4-D, Texas Workers' Compensation Commission, Southfield Building, 4000 South IH-35, Austin, Texas 78704-7491.

Commenters are requested to clearly identify by number the specific rule and paragraph commented upon. The commission may not be able to respond to comments that cannot be linked to a particular proposed rule. Along with your comment, it is suggested that you include the reasoning for the comment in order for commission staff to fully evaluate your recommendations.

Based upon various considerations, including comments received and the staff's or commissioner's review of those comments, or based upon the commissioner's action at the public meeting, the rule as adopted may be revised from the rule as proposed in whole or in part. Persons in support of the rule as proposed, in whole or in part, may wish to comment to that effect.

The proposed new rules affect the following statutes: the Texas Government Code, §2260.052 which provides that each unit of state government with rulemaking authority shall develop rules to govern the negotiation and mediation of a claim for a breach of contract; The Texas Labor Code, §402.061 which authorizes the commission to adopt rules necessary to administer the Texas Workers' Compensation Act; the Texas Labor Code, §401.024 which allows the commission to contract with a data collection agent; the Texas Labor Code, §402.042 which sets out the general powers and duties of the executive director of the commission; the Texas Labor Code, §406.004 which requires employer notification to the commission of noncoverage election and which allows the commission to contract with the Texas Employment Commission or the Comptroller for assistance in collecting employer notification; the Texas Labor Code, §413.003 which allows the commission to contract with a private or public entity to perform a duty or function of the Medical Review Division; the Texas Labor Code, §413.051 which allows the commission to contract with entities to develop, maintain, or review medical policies and fee guidelines and compliance therewith.

The new rules are proposed under the Texas Government Code, §2260.052 which provides that each unit of state government with rulemaking authority shall develop rules to govern the negotiation and mediation of a claim for a breach of contract; The Texas Labor Code, §402.061 which authorizes the commission to adopt rules necessary to administer the Texas Workers' Compensation Act; the Texas Labor Code, §401.024 which allows the commission to contract with a data collection agent; the Texas Labor Code, §402.042 which sets out the general powers and duties of the executive director of the commission; the Texas Labor Code, §406.004 which requires employer notification to the commission of noncoverage election and which allows the commission to contract with the Texas Employment Commission or the Comptroller for assistance in collecting employer notification; the Texas Labor Code, §413.003 which allows the commission to contract with a private or public entity to perform a duty or function of the Medical Review Division; the Texas Labor Code, §413.051 which allows the commission to contract with entities to develop, maintain, or review medical policies and fee guidelines and compliance therewith.

§103.300.Purpose.

This subchapter governs the negotiation and mediation of a claim of breach of contract asserted by a contractor against the Texas Workers' Compensation Commission (commission) under Government Code Chapter 2260.

§103.301.Applicability.

(a)

This subchapter does not apply to an action of the commission for which a contractor is entitled to a specific remedy pursuant to state or federal constitution or statute.

(b)

This subchapter does not apply to contracts:

(1)

between the commission and the federal government or its agencies, another state or another nation;

(2)

between two or more units of state government;

(3)

between the commission and a local governmental body, or a political subdivision of another state;

(4)

between a subcontractor and a contractor;

(5)

subject to §201.112 of the Transportation Code;

(6)

within the exclusive jurisdiction of state or local regulatory bodies;

(7)

within the exclusive jurisdiction of federal courts or regulatory bodies; or

(8)

that are solely and entirely funded by federal grant monies other than for a project defined in §103.302 of this title (relating to Definitions);

§103.302.Definitions.

The following words and terms, when used in this subchapter, shall have the following meaning, unless the context clearly indicates otherwise:

(1)

Claim--A demand for damages by the contractor based upon the commission's alleged breach of a contract.

(2)

Commission--Texas Workers' Compensation Commission

(3)

Contract--A written contract between the commission and a contractor by the terms of which the contractor agrees either:

(A)

to provide goods or services, by sale or lease, to or for the commission; or

(B)

to perform a project as defined by Government Code, §2166.001.

(4)

Contractor--Independent contractor who has entered into a contract directly with the commission. The term does not include:

(A)

the contractor's subcontractor, officer, employee, agent or other person furnishing goods or services to a contractor;

(B)

an employee of the commission; or

(C)

a student at an institution of higher education.

(5)

Counterclaim--A demand by the commission based upon the contractor's claim.

(6)

Day--A calendar day. If the last day of any period is not a working day, the period is extended to include the next day that is a working day.

(7)

Event--An act or omission or a series of acts or omissions giving rise to a claim.

(8)

Executive Director--Executive Director of the Texas Workers' Compensation Commission.

(9)

Goods--Supplies, materials or equipment.

(10)

Parties--The contractor and the commission that have entered into a contract in connection with which a claim of breach of contract has been filed under this subchapter.

(11)

Project--As defined in Government Code §2166.001, a building construction project that is financed wholly or partly by a specific appropriation, bond issue or federal money, including the construction of:

(A)

a building, structure, or appurtenant facility or utility, including the acquisition and installation of original equipment and original furnishing; and

(B)

an addition to, or alteration, modification, rehabilitation or repair of an existing building, structure, or appurtenant facility or utility.

(12)

Services--The furnishing of skilled or unskilled labor or consulting or professional work, or a combination thereof, excluding the labor of an employee of the commission.

§103.303.Prerequisites to Suit.

The procedures contained in this subchapter are exclusive and required prerequisites to suit under the Civil Practice & Remedies Code, Chapter 107, and the Government Code, Chapter 2260.

§103.304.Sovereign Immunity.

The provisions of this subchapter do not waive the commission's sovereign immunity to suit or liability.

§103.305.Notice of Claim of Breach of Contract.

(a)

A contractor asserting a claim of breach of contract under the Government Code, Chapter 2260, shall file notice of the claim as provided by this section.

(b)

The notice of claim shall:

(1)

be in writing and signed by the contractor or the contractor's authorized representative;

(2)

be delivered by hand, by certified mail return receipt requested, or by other verifiable delivery service, to the person or employee of the commission designated in the contract to receive a notice of claim of breach of contract under the Government Code, Chapter 2260; if no person is designated in the contract, the notice shall be delivered to the Executive Director; and

(3)

state in detail:

(A)

the nature of the alleged breach of contract, including the date of the event that the contractor asserts as the basis of the claim and each contractual provision allegedly breached;

(B)

a description of damages that resulted from the alleged breach, including the amount and method used to calculate those damages; and

(C)

the legal theory of recovery, i.e., breach of contract, including the causal relationship between the alleged breach and the damages claimed.

(c)

The notice of claim shall be delivered no later than 180 days after the date of the event that the contractor asserts as the basis of the claim.

§103.306.Agency Counterclaim.

(a)

To assert a counterclaim under the Government Code, Chapter 2260, the commission shall file notice of the counterclaim as provided by this section.

(b)

The notice of counterclaim shall:

(1)

be in writing;

(2)

be delivered by hand, certified mail return receipt requested or other verifiable delivery service to the contractor or representative of the contractor who signed the notice of claim of breach of contract; and

(3)

state in detail:

(A)

the nature of the counterclaim;

(B)

a description of damages or offsets sought, including the amount and method used to calculate those damages or offsets; and

(C)

the legal theory supporting the counterclaim.

(c)

The notice of counterclaim shall be delivered to the contractor no later than 90 days after the commission's receipt of the contractor's notice of claim.

(d)

Nothing herein precludes the commission from initiating a lawsuit for damages against the contractor in a court of competent jurisdiction.

§103.307.Duty to Negotiate.

The parties shall negotiate in accordance with the timetable set forth in §103.308 of this subchapter (relating to Timetable) to attempt to resolve all claims and counterclaims. No party is obligated to settle with the other party as a result of the negotiation.

§103.308.Timetable.

(a)

Following receipt of a contractor's timely notice of claim, the Executive Director or other designated representative shall review the contractor's claim(s) and the commission's counterclaim(s), if any, and initiate negotiations with the contractor to attempt to resolve the claim(s) and counterclaim(s).

(b)

Subject to subsection (c) of this section, the parties shall begin negotiations within a reasonable period of time, not to exceed 60 days following the later of:

(1)

the date of termination of the contract;

(2)

the completion date, or substantial completion date in the case of construction projects, in the original contract; or

(3)

the date the commission receives the contractor's notice of claim.

(c)

The commission may delay negotiations until after the 180th day after the date of the event giving rise to the claim of breach of contract by:

(1)

delivering written notice to the contractor that the commencement of negotiations will be delayed; and

(2)

delivering written notice to the contractor of the date on which the commission is ready to begin negotiations.

(d)

The parties may conduct negotiations according to an agreed schedule so long as they begin negotiations no later than the deadlines set forth in subsections (b) or (c) of this section, whichever is applicable.

(e)

Subject to subsection (f) of this section, the parties shall complete the negotiations that are required by this subchapter as a prerequisite to a contractor's request for contested case hearing no later than 270 days after the commission receives the contractor's notice of claim.

(f)

The parties may agree in writing to extend the time for negotiations on or before the 270th day after the commission receives the contractor's notice of claim. The agreement shall be signed by representatives of the parties with authority to bind each respective party and shall provide for the extension of the statutory negotiation period until a date certain. The parties may enter into a series of written extension agreements that comply with the requirements of this section.

(g)

The contractor may request a contested case hearing before the State Office of Administrative Hearings (SOAH) pursuant to §103.313 of this subchapter (relating to Request for Contested Case Hearing) after the 270th day after the commission receives the contractor's notice of claim, or the expiration of any extension agreed to under subsection (f) of this section.

(h)

The parties may agree to mediate the dispute at any time before the 270th day after the commission receives the contractor's notice of claim or before the expiration of any extension agreed to by the parties pursuant to subsection (f) of this section. The mediation shall be governed by §103.315 of this subchapter (relating to Mediation of Contract Disputes).

(i)

Nothing in this section is intended to prevent the parties from agreeing to commence negotiations earlier than the deadlines established in subsections (b) and (c) of this section, or from continuing or resuming negotiations after the contractor requests a contested case hearing before SOAH.

§103.309.Conduct of Negotiation.

(a)

Negotiation is a consensual bargaining process in which the parties attempt to resolve a claim and counterclaim. A negotiation under this subchapter may be conducted by any method, technique, or procedure authorized under the contract or agreed upon by the parties.

(b)

The parties may conduct negotiations with the assistance of one or more neutral third parties. If the parties choose to mediate their dispute, the mediation shall be conducted in accordance with §103.315 of this subchapter (relating to Mediation of Contract Disputes). Parties may choose an assisted negotiation process other than mediation.

(c)

To facilitate the meaningful evaluation and negotiation of the claim(s) and any counterclaim(s), the parties may exchange relevant documents that support their respective claims, defenses, counterclaims or positions.

(d)

Material submitted pursuant to this section and claimed to be confidential by the contractor shall be handled pursuant to the requirements of the Texas Public Information Act.

§103.310.Settlement Approval Procedures.

The parties' settlement approval procedures shall be disclosed prior to, or at the beginning of, negotiations. To the extent possible, the parties shall select negotiators who are knowledgeable about the subject matter of the dispute, who are in a position to reach agreement, and who can credibly recommend approval of an agreement.

§103.311.Settlement Agreement.

(a)

A settlement agreement may resolve an entire claim or any designated and severable portion of a claim.

(b)

To be enforceable, a settlement agreement must be in writing and signed by representatives of the contractor and the commission who have authority to bind each respective party.

(c)

A partial settlement does not waive a party's rights under the Government Code Chapter 2260 as to the parts of the claims or counterclaims that are not resolved.

§103.312.Costs of Negotiation.

Unless the parties agree otherwise, each party shall be responsible for its own costs incurred in connection with a negotiation, including, without limitation, the costs of attorney's fees, consultant's fees and expert's fees.

§103.313.Request for Contested Case Hearing.

(a)

If a claim for breach of contract is not resolved in its entirety through negotiation, mediation or other assisted negotiation process (alternative dispute resolution) in accordance with this subchapter on or before the 270th day after the commission receives the notice of claim, or after the expiration of any extension agreed to by the parties pursuant to §103.308 of this subchapter (relating to Timetable), the contractor may file a request with the commission for a contested case hearing before SOAH.

(b)

A request for a contested case hearing shall state the legal and factual basis for the claim, and shall be delivered to the person or employee of the commission designated in the contract to receive notice within a reasonable time after the 270th day or the expiration of any written extension agreed to pursuant to §103.308 (Timetable) of this subchapter.

(c)

The commission shall forward the contractor's request for contested case hearing to SOAH within a reasonable period of time, not to exceed thirty days, after receipt of the request.

(d)

The parties may agree to submit the case to SOAH before the 270th day after the notice of claim is received by the commission if they have achieved a partial resolution of the claim or if an impasse has been reached in the negotiations and proceeding to a contested case hearing would serve the interests of justice.

§103.314.Mediation Timetable.

(a)

The contractor and the commission may agree to mediate the dispute at any time before the 270th day after the commission receives a notice of claim of breach of contract, or before the expiration of any extension agreed to by the parties in writing.

(b)

A contractor and the commission may mediate the dispute even after the case has been referred to SOAH for a contested case. SOAH may also refer a contested case for mediation pursuant to its own rules and guidelines, whether or not the parties have previously attempted mediation.

§103.315.Mediation of Contract Disputes.

(a)

The parties may agree to mediate a claim through an impartial third party. The mediation is subject to the provisions of the Governmental Dispute Resolution Act, Government Code, Chapter 2009. For purposes of this subchapter, "mediation" is assigned the meaning set forth in the Civil Practice and Remedies Code §154.023.

(b)

Mediation is a consensual process in which an impartial third party, the mediator, facilitates communication between the parties to promote reconciliation, settlement, or understanding among them. A mediator may not impose his or her own judgment on the issues for that of the parties. The mediator must be acceptable to both parties.

§103.316.Qualifications and Immunity of the Mediator.

The mediator shall possess the qualifications required under the Civil Practice and Remedies Code §154.052, be subject to the standards and duties prescribed by the Civil Practice and Remedies Code §154.053 and have the qualified immunity prescribed by the Civil Practice and Remedies Code §154.055, if applicable.

§103.317.Confidentiality of Mediation and Final Settlement Agreement.

(a)

A mediation conducted under this section is confidential in accordance with Government Code §2009.054.

(b)

The confidentiality of a final settlement agreement to which the commission is a signatory that is reached as a result of the mediation is governed by Government Code Chapter 552.

§103.318.Costs of Mediation.

Unless the contractor and the commission agree otherwise, each party shall be responsible for its own costs incurred in connection with the mediation, including costs of document reproduction for documents requested by such party, attorney's fees, and consultant or expert fees. The costs of the mediator shall be divided equally between the parties.

§103.319.Settlement Approval Procedures.

The parties' settlement approval procedures shall be disclosed by the parties prior to the mediation. To the extent possible, the parties shall select representatives who are knowledgeable about the subject matter of the dispute, who are in a position to reach agreement, and who can credibly recommend approval of an agreement.

§103.320.Initial Settlement Agreement.

Any settlement agreement reached during the mediation shall be signed by the representatives of the contractor and the commission, and shall describe any procedures required to be followed by the parties in connection with final approval of the agreement.

§103.321.Final Settlement Agreement.

(a)

A final settlement agreement reached during, or as a result of mediation, that resolves an entire claim or any designated and severable portion of a claim shall be in writing and signed by representatives of the contractor and the commission who have authority to bind each respective party.

(b)

If the settlement agreement does not resolve all issues raised by the claim and counterclaim, the agreement shall identify the issues that are not resolved.

(c)

A partial settlement does not waive a contractor's rights under the Government Code, Chapter 2260, as to the parts of the claim that are not resolved.

§103.322.Referral to the State Office of Administrative Hearings.

If mediation does not resolve all issues raised by the claim, the contractor may request that the claim be referred to SOAH by the commission. Nothing in this subchapter prohibits the contractor and the commission from mediating their dispute after the case has been referred for a contested case hearing, subject to the rules of SOAH.

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

Filed with the Office of the Secretary of State, on April 13, 2001.

TRD-200102119

Susan Cory

General Counsel

Texas Workers' Compensation Commission

Earliest possible date of adoption: May 27, 2001

For further information, please call: (512) 804-4286


Subchapter D. FACILITIES AND PROPERTY MANAGEMENT

28 TAC §103.400

The Texas Workers' Compensation Commission (the commission) proposes new §103.400 concerning vehicle fleet management. The new rule is proposed in accordance with the requirements of the Texas Government Code §2171.1045, which requires each state agency to adopt rules relating to the assignment and use of the agency's vehicles.

Texas Register published text shows the text of the proposed new rule and should be read to determine all proposed language.

House Bill 3125, which was adopted by the 76th Texas Legislature, requires each state agency to adopt rules consistent with the management plan adopted by the Office of Vehicle Fleet Management of the General Services Commission relating to the assignment and use of the agency's vehicles.

Norma Mitchell, Staff Services Officer, has determined that for the first five-year period the proposed rule is in effect there will be no fiscal implications for state or local governments as a result of enforcing or administering the rule because this proposed new rule states a policy that is already being followed.

Ms. Mitchell has also determined that for each year of the first five years the rule as proposed is in effect the public benefits anticipated as a result of enforcing the rule will be compliance with the provisions of the Texas Government Code.

There will be no anticipated economic costs to persons who are required to comply with the rule as proposed. This rule applies only to the management of vehicles owned by the commission.

There will be no costs of compliance for small businesses, micro businesses, or large businesses. There will be no adverse economic impact on small businesses or micro-businesses. There will be no difference in the cost of compliance for small businesses or micro businesses as compared to large businesses.

Comments on the proposal or requests for public hearing must be received by 5:00 p.m., May 29, 2001. You may comment via the Internet by accessing the commission's website at www.twcc.state.tx.us and then clicking on Proposed Rules. This medium for commenting will help you organize your comments by rule chapter. You may also comment by emailing your comments to RuleComments@twcc.state.tx.us or by mailing or delivering your comments to Nell Cheslock at the Office of the General Counsel, Mailstop #4-D, Texas Workers' Compensation Commission, Southfield Building, 4000 South IH-35, Austin, Texas 78704- 7491.

Commenters are requested to clearly identify by number the specific rule and paragraph commented upon. The commission may not be able to respond to comments that cannot be linked to a particular proposed rule. Along with your comment, it is suggested that you include the reasoning for the comment in order for commission staff to fully evaluate your recommendations.

Based upon various considerations, including comments received and the staff's or commissioner's review of those comments, or based upon the commissioner's action at the public meeting, the rule as adopted may be revised from the rule as proposed in whole or in part. Persons in support of the rule as proposed, in whole or in part, may wish to comment to that effect.

This proposed new rule affects the following statutes: the Texas Labor Code, §402.061 which authorizes the commission to adopt rules necessary to administer the Act, and the Texas Government Code, §2171.1045, which requires each state agency to adopt rules consistent with the management plan adopted by the Office of Vehicle Fleet Management of the General Services Commission relating to the assignment and use of the agency's vehicles.

This new rule is proposed under the Texas Labor Code, §402.061, which authorizes the commission to adopt rules necessary to administer the Act, and the Texas Government Code, §2171.1045, which requires each state agency to adopt rules consistent with the management plan adopted by the Office of Vehicle Fleet Management of the General Services Commission relating to the assignment and use of the agency's vehicles.

§103.400. Fleet Vehicle Management Program.

(a)

Each commission vehicle, with the exception of a vehicle assigned to a field employee, shall be assigned to the commission motor pool and shall be available for check-out.

(b)

Commission vehicles may be assigned on a regular or everyday basis to an individual administrative or executive employee only if the commission makes a written finding that the assignment is critical to the needs and mission of the commission.

(c)

Any policy or procedure promulgated by the commission relating to the assignment and use of commission vehicles shall be consistent with the management plan adopted by the General Services Commission.

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

Filed with the Office of the Secretary of State, on April 13, 2001.

TRD-200102120

Susan Cory

General Counsel

Texas Workers' Compensation Commission

Earliest possible date of adoption: May 27, 2001

For further information, please call: (512) 804-4286


Chapter 126. GENERAL PROVISIONS APPLICABLE TO ALL BENEFITS

28 TAC §126.10

The Texas Workers' Compensation Commission (the commission) proposes an amendment to §126.10, concerning the commission approved list of designated doctors. The amendment is proposed to make §126.10 consistent with the language in §130.1 concerning Certification of Maximum Medical Improvement and Evaluation of Permanent Impairment.

The Texas Register published text shows words proposed to be added to or deleted from the current text, and should be read to determine all proposed changes.

House Bill 2510 passed by the 76th Texas Legislature amended Texas Labor Code §408.124 to allow the commission by rule to adopt the fourth edition of the Guides to the Evaluation of Permanent Impairment , published by the American Medical Association ( AMA Guides ), for determining the existence and degree of an employee's impairment.

Section 130.1 was amended to require the use of the AMA Guides , fourth edition to evaluate impairment for certifying examinations conducted on or after October 15, 2001, while maintaining the requirement for the use of the AMA Guides , third edition, second printing, 1989, for certifying examination dates before October 15, 2001 and certain others as set out in §130.1(c)(2)(B)(ii).

The amendment of §130.1 necessitates the amendment of §126.10 to delete references to a particular edition of the AMA Guides . Instead, the rule will refer to §130.1.

Because §130.1 contains the instructions regarding which AMA Guides should be used for determination of an employee's impairment, the proposed amendment to §126.10(a)(2) references §130.01. Eliminating the reference to a particular edition of the AMA Guides in §126.10(a)(2) and referencing the requirement of §130.1, allows the commission to adopt amendments to §130.1 if necessary, without requiring additional amendments to §126.10.

Tom Hardy, Director of the Division of Medical Review, has determined that for the first five-year period the proposed rule is in effect there will be no fiscal implications for state or local governments as a result of enforcing or administering the rule.

Local government and state government as a covered regulated entity will be impacted in the same manner as described later in this preamble for persons required to comply with the rule as proposed.

Mr. Hardy has also determined that for each year of the first five years the rule as proposed is in effect the public benefits anticipated as a result of enforcing the rule will be consistency in the rules under which all Texas Workers' Compensation system participants function.

There will be no anticipated economic costs to persons who are required to comply with the rule as proposed because the amendment does not impose any new requirements, rather, it makes this rule consistent with other rules.

There will be no costs of compliance for and no adverse economic impact on small businesses or micro-businesses. There will be no differences in the cost of compliance for small businesses and micro businesses as compared to large businesses.

Comments on the proposal and requests for public hearing, must be received by 5:00 p.m., May 29, 2001. You may comment via the Internet by accessing the commission's website at www.twcc.state.tx.us and then clicking on "Proposed Rules." This medium for commenting will help you organize your comments by rule chapter. You may also comment by emailing your comments to RuleComments@twcc.state.tx.us or by mailing or delivering your comments to Nell Cheslock at the Office of the General Counsel, Mailstop #4-D, Texas Workers' Compensation Commission, Southfield Building, 4000 South IH-35, Austin, Texas 78704-7491.

Comments should address only the proposed amendments to the rule and commenters are requested to clearly identify by number the specific rule and paragraph commented upon. The commission may not be able to respond to comments that cannot be linked to a particular proposed rule. Along with your comment, it is suggested that you include the reasoning for the comment in order for commission staff to fully evaluate your recommendations.

Based upon various considerations, including comments received and the staff's or commissioners' review of those comments, or based upon the commissioners' action at the public meeting, the rule as adopted may be revised from the rule as proposed in whole or in part. Persons in support of the rule as proposed, in whole or in part, may wish to comment to that effect.

The amendment is proposed under the Texas Labor Code, §401.011(17), which provides a definition for "doctor"; Texas Labor Code, §401.011(30), which provides a definition for "maximum medical improvement"; Texas Labor Code, §401.024, as amended by the 76th Texas Legislature, which provides the Commission the authority to require use of facsimile or other electronic means to transmit information in the system; Texas Labor Code, §402.042, which authorizes the Executive Director to enter orders as authorized by the statute as well as to prescribe the form and manner and procedure for transmission of information to the Commission; Texas Labor Code, §402.061, which authorizes the Commission to adopt rules necessary to administer the Act; Texas Labor Code, §406.010, which authorizes the Commission to adopt rules regarding claims service; Texas Labor Code, §408.004, which addresses required medical examinations; Texas Labor Code, §408.025, which requires the Commission to specify by rule what reports a health care provider is required to file; Texas Labor Code, §408.102, which provides that temporary income benefits continue until the injured employee reaches maximum medical improvement; Texas Labor Code, §408.122, which establishes eligibility for impairment income benefits and provides for the use of designated doctors when a dispute exists regarding the certification of MMI; Texas Labor Code, §408.123, which requires a doctor certifying MMI to file a report and which requires a certification of MMI and assignment of an impairment rating by a doctor other than the treating doctor be sent to the treating doctor who must indicate either agreement or disagreement with the certification of the evaluation; Texas Labor Code, §408.124, which provides the Commission the authority to by rule adopt the fourth edition of the Guides to the Evaluation of Permanent Impairment published by the American Medical Association to determine the existence and degree of an injured employee's impairment; Texas Labor Code, §408.125, which addresses use of a designated doctor to resolve impairment rating disputes, Texas Labor Code §413.002 and Chapter 414, which give the Commission authority to monitor an evaluate health care providers (including designated doctors), insurance carriers, and workers' compensation claimants to ensure compliance with the rules adopted by the Commission and to issue administrative penalties.

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

§126.10.Commission Approved List of Designated Doctors.

(a)

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

(1)

Designated Doctor List--A list of doctors approved by the commission and afforded the privilege to perform medical evaluations and make recommendations to resolve disputes regarding certification of maximum medical improvement and/or assignment of impairment rating.

(2)

AMA Guides--Guides to the Evaluation of Permanent Impairment, [ third edition, second printing, dated February 1989, ] published by the American Medical Association, as required in §130.1 .

(3)

Division--The Medical Review Division of the Texas Workers' Compensation Commission.

(4)

Disqualifying Association--Any association which may reasonably be perceived as having potential to influence the conduct or decision of the designated doctor.

(A)

A disqualifying association between a designated doctor and a party may include:

(i)

receipt of income, compensation, or payment of any kind not related to medical services provided by the doctor;

(ii)

shared investment or ownership interest;

(iii)

contracts or agreements which provide incentives, such as, referral fees, payments based on volume or value, and waiver of beneficiary coinsurance and deductible amounts;

(iv)

contracts or agreements for space or equipment rentals, personnel services, management contracts, referral services, or warranties, or any other services related to the management of the doctor's practice; or

(v)

personal or family relationships.

(B)

Receipt of normal payments rendered for services provided pursuant to managed care/preferred provider contracts or any payment in accordance with the Texas Workers' Compensation Act and rules, is not considered a disqualifying association.

(5)

Self-Refer--Treatment by the designated doctor or referral for treatment to another health care provider with which the designated doctor has a disqualifying association.

(6)

Party--Any of the following entities including any of their agents or representatives: the insurance carrier, health care provider (including designated doctor and treating doctor), injured employee, or employer.

(b)

Doctors included in the Designated Doctor List shall:

(1)

be currently active on the list of approved doctors as set forth in the Texas Labor Code, §408.023 ( relating to [ concerning ] List of Approved Doctors);

(2)

meet the following training requirements:

(A)

have successfully completed commission-approved training in the proper use of the AMA Guides prior to submission of an application

(B)

successfully complete commission-approved training at least every two years from the date of the last training as required in subparagraph (A) of this paragraph; and

(C)

have passed the commission-approved written examination for impairment rating training within the timeframe as specified by the division;

(3)

schedule appointments to examine employees for a date as set forth in §130.6 of this title (relating to Designated Doctor: General Provisions);

(4)

reschedule the examination for a date as set forth in §130.6 of this title (relating to Designated Doctor: General Provisions) when notified by the injured employee of a scheduling conflict;

(5)

within 48 hours of receiving notice of being selected as a designated doctor, notify the commission field office of any disqualifying association;

(6)

comply with all the provisions for designated doctors as specified in this rule and §130.6 of this title (relating to Designated Doctor: General Provisions);

(7)

have maintained for the past three years and continue to maintain routine office hours for the treatment of patients in an active practice; and

(8)

not self-refer for treatment or become the injured employee's treating doctor for the medical condition evaluated by the designated doctor. The designated doctor may indicate in the narrative report any treatment recommendations for the treating doctor to consider, but should not assist in any manner or facilitate the receipt of this treatment.

(c)

Doctors may request to be on the Designated Doctor List by filing with the division form TWCC-72, Designated Doctor List Application, in the form and manner prescribed by the commission. The division shall notify the doctor of the approval or denial of the application.

(d)

The division may, in addition to the documentation submitted with the doctor's request, consider the following in determining whether to add a doctor to the Designated Doctor List:

(1)

any impairment ratings previously assessed, compared to like injuries;

(2)

accuracy of previously assessed impairment ratings and certification of maximum medical improvement;

(3)

non-certification of maximum medical improvement followed by the designated doctor self-referring for treatment;

(4)

previous billing or treatment practices;

(5)

substantiated complaints against the doctor;

(6)

any violation of the Texas Workers' Compensation Act or commission rules; and

(7)

any doctor's licensing body or regulatory agency disciplinary action.

(e)

When deemed necessary because the injured worker is temporarily located or residing out-of-state, the commission may waive any of the requirements as specified in this rule for an out-of-state doctor to serve as a designated doctor to facilitate a timely resolution of the dispute.

(f)

Doctors may be suspended or removed from the Designated Doctor List for noncompliance with requirements of this section. The division may also consider and take action to suspend or remove a doctor from the Designated Doctor List based on, but not limited to, any of the following:

(1)

four refusals within a 90 day period, or four consecutive refusals to perform within the required time frames, a commission requested appointment for which the doctor is qualified;

(2)

two untimely or incomplete submissions within a 90 day period of medical evaluation reports in accordance with §130.1 of this title (relating to Reports of Medical Evaluation, Maximum Medical Improvement and Permanent Impairment) and §130.6 of this title (relating to Designated Doctor: General Provisions);

(3)

failure to amend patterns of practice after being advised by the commission of performance requiring correction;

(4)

misrepresentation or omission of information in the designated doctor application process;

(5)

misrepresentation or omission of pertinent facts in medical evaluation and narrative reports;

(6)

unnecessary referrals for the assignment of impairment rating or determination of maximum medical improvement (MMI);

(7)

submission of an inaccurate or inappropriate impairment rating due to insufficient examination and analysis of a referred/supervised health care provider's testing results which must be in accordance with the AMA Guides;

(8)

failure to timely respond to request for clarification from the commission regarding an examination;

(9)

assignments of maximum medical improvement and/or impairment ratings overturned in a contested case hearing, appeals panel decision and/or court decision;

(10)

any of the factors listed in subsection (d) of this section; or

(11)

failure to successfully complete training requirements as specified in subsection (b)(2) of this section.

(g)

The division shall notify a doctor in writing by certified mail, return receipt requested, or by personal delivery with receipt acknowledged, of temporary suspension from the Designated Doctor List pending division action. The notification shall include the division's proposed action, the reasons for the proposed action, details regarding the doctor's opportunity to rebut those reasons and notice if pre-scheduled appointments are cancelled or should be performed.

(1)

The temporary suspension will be effective from the date of receipt of the notice by the doctor.

(2)

A doctor may submit a written rebuttal specifically addressing each reason for the proposed action. The rebuttal must be received by the division within 14 days after the doctor's receipt of the temporary suspension notice and must be sent by certified mail, return receipt requested, or by personal delivery with receipt acknowledged. Failure to respond within the timeframe will result in the division's proposed action becoming effective without further notification.

(3)

The division shall review the rebuttal and determine the appropriate action to take including: reinstatement to; suspension from; or removal from the Designated Doctor List. The division shall notify a doctor in writing of the action taken.

(4)

A doctor who has been suspended or removed from the Designated Doctor List, may submit a written request to the division requesting reinstatement to the Designated Doctor List, and shall include a completed Designated Doctor List Application (TWCC-72), and information regarding corrective measures undertaken to resolve the suspension or removal issue. The division will evaluate the request and make a determination of the doctor's reinstatement to the Designated Doctor List and notify the doctor of approval or denial of the reinstatement request.

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

Filed with the Office of the Secretary of State, on April 13, 2001.

TRD-200102121

Susan Cory

General Counsel

Texas Workers' Compensation Commission

Earliest possible date of adoption: May 27, 2001

For further information, please call: (512) 804-4286


Chapter 130. IMPAIRMENT AND SUPPLEMENTAL INCOME BENEFITS

Subchapter A. IMPAIRMENT INCOME BENEFITS

28 TAC §130.6

The Texas Workers' Compensation Commission (the commission) proposes an amendment to §130.6, concerning the designated doctor: general provisions. The amendment is proposed to make §130.6 consistent with the language in §130.1 of this title concerning Certification of Maximum Medical Improvement and Evaluation of Permanent Impairment.

The Texas Register published text shows words proposed to be added to or deleted from the current text, and should be read to determine all proposed changes.

House Bill 2510 passed by the 76th Texas Legislature amended Texas Labor Code, §408.124 to allow the commission by rule to adopt the fourth edition of the Guides to the Evaluation of Permanent Impairment , published by the American Medical Association ( AMA Guides ), for determining the existence and degree of an employee's impairment.

Section 130.1 was amended to require the use of the AMA Guides , fourth edition to evaluate impairment for certifying examinations conducted on or after October 15, 2001, while maintaining the requirement for the use of the AMA Guides , third edition, second printing, 1989, for certifying examination dates before October 15, 2001 and certain others as set out in §130.1(c)(2)(B)(ii).

The amendment of §130.1 necessitates the amendment of §130.6 to delete references to a particular edition of the AMA Guides .

Because §130.1 contains the instruction regarding which AMA Guides should be used for determination of an employee's impairment, the proposed amendment to §130.6(j) references§130.1. Eliminating the reference to a particular edition of the AMA Guides in §130.6(j) and referencing the requirement of §130.1, allows the commission to adopt amendments to §130.1 if necessary, without requiring additional amendments to §130.6.

Tom Hardy, Director of the Division of Medical Review, has determined that for the first five-year period the proposed rule is in effect there will be no fiscal implications for state or local governments as a result of enforcing or administering the rule.

Local government and state government as a covered regulated entity will be impacted in the same manner as described later in this preamble for persons required to comply with the rule as proposed.

Mr. Hardy has also determined that for each year of the first five years the rule as proposed is in effect the public benefits anticipated as a result of enforcing the rule will be consistency in the rules under which all Texas Workers' Compensation system participants function.

There will be no anticipated economic costs to persons who are required to comply with the rule as proposed because the amendment does not impose any new requirements, rather, it makes this rule consistent with other rules.

There will be no costs of compliance for and no adverse economic impact on small businesses or micro-businesses. There will be no differences in the cost of compliance for small businesses and micro businesses as compared to large businesses.

Comments on the proposal and requests for public hearing must be received by 5:00 p.m., May 29, 2001. You may comment via the Internet by accessing the commission's website at www.twcc.state.tx.us and then clicking on "Proposed Rules." This medium for commenting will help you organize your comments by rule chapter. You may also comment by emailing your comments to RuleComments@twcc.state.tx.us or by mailing or delivering your comments to Nell Cheslock at the Office of the General Counsel, Mailstop #4-D, Texas Workers' Compensation Commission, Southfield Building, 4000 South IH-35, Austin, Texas 78704-7491.

Comments should address only the proposed amendments to the rule and commenters are requested to clearly identify by number the specific rule and paragraph commented upon. The commission may not be able to respond to comments that cannot be linked to a particular proposed rule. Along with your comment, it is suggested that you include the reasoning for the comment in order for commission staff to fully evaluate your recommendations.

Based upon various considerations, including comments received and the staff's or commissioners' review of those comments, or based upon the commissioners' action at the public meeting, the rule as adopted may be revised from the rule as proposed in whole or in part. Persons in support of the rule as proposed, in whole or in part, may wish to comment to that effect.

The amendment is proposed under the Texas Labor Code, §401.011(17), which provides a definition for "doctor"; Texas Labor Code, §401.011(30), which provides a definition for "maximum medical improvement"; Texas Labor Code, §401.024, as amended by the 76th Texas Legislature, which provides the Commission the authority to require use of facsimile or other electronic means to transmit information in the system; Texas Labor Code, §402.042, which authorizes the Executive Director to enter orders as authorized by the statute as well as to prescribe the form and manner and procedure for transmission of information to the Commission; Texas Labor Code, §402.061, which authorizes the Commission to adopt rules necessary to administer the Act; Texas Labor Code, §406.010, which authorizes the Commission to adopt rules regarding claims service; Texas Labor Code, §408.004, which addresses required medical examinations; Texas Labor Code, §408.025, which requires the Commission to specify by rule what reports a health care provider is required to file; Texas Labor Code, §408.102, which provides that temporary income benefits continue until the injured employee reaches maximum medical improvement; Texas Labor Code, §408.122, which establishes eligibility for impairment income benefits and provides for the use of designated doctors when a dispute exists regarding the certification of MMI; Texas Labor Code, §408.123, which requires a doctor certifying MMI to file a report and which requires a certification of MMI and assignment of an impairment rating by a doctor other than the treating doctor be sent to the treating doctor who must indicate either agreement or disagreement with the certification of the evaluation; Texas Labor Code, §408.124, which provides the Commission the authority to by rule adopt the fourth edition of the Guides to the Evaluation of Permanent Impairment published by the American Medical Association to determine the existence and degree of an injured employee's impairment; Texas Labor Code, §408.125, which addresses use of a designated doctor to resolve impairment rating disputes, Texas Labor Code, §413.002 and Chapter 414, which give the Commission authority to monitor and evaluate health care providers (including designated doctors), insurance carriers, and workers' compensation claimants to ensure compliance with the rules adopted by the Commission and to issue administrative penalties.

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

§130.6.Designated Doctor: General Provisions.

(a)

If the commission receives a notice from the employee or the insurance carrier that disputes maximum medical improvement; an assigned impairment rating; or maximum medical improvement and an assigned impairment rating, the commission shall issue a written order assigning a designated doctor, setting up a designated doctor appointment for a date no earlier than 14 days from the date of the commission order and no later than 24 days from the date of the commission order, and notifying the employee and the insurance carrier that the designated doctor will be directed to examine the employee. The commission's written order shall also:

(1)

contain the designated doctor's name, license number, practice address and telephone number, and the date and time of the examination;

(2)

explain that the injured employee may agree with the carrier on a different designated doctor and notify the commission of the agreement as described in subsection (e) of this section;

(3)

state that there is a dispute and that the Texas Labor Code, §408.125 requires the commission to adopt the impairment rating made by a mutually agreed upon designated doctor;

(4)

explain when the designated doctor's report has presumptive weight with respect to maximum medical improvement and/or impairment ratings as specified in the Texas Labor Code, §408.122 and §408.125;

(5)

notify an unrepresented employee that commission staff are available to explain the contents of an agreement for a designated doctor and the possible effects of such an agreement on future benefits;

(6)

order the employee to be examined by the designated doctor on the stated date and time, unless the commission is timely notified of an agreement; and

(7)

require the treating doctor and insurance carrier to forward all medical records in compliance with subsection (h) of this section.

(b)

In order to be a designated doctor for a dispute, the doctor shall:

(1)

be on the Designated Doctor List as described in §126.10 of this title (relating to Commission Approved List of Designated Doctors);

(2)

not have previously treated or examined the employee within the past 12 months or with regard to the medical condition being evaluated by the designated doctor;

(3)

not have any disqualifying association as specified in §126.10(a) of this title (relating to Commission Approved List of Designated Doctors); and

(4)

to the extent possible, be in the same discipline and licensed by the same board of examiners as the employee's doctor of choice.

(c)

After sending the order to the employee and the insurance carrier as specified in subsection (a) of this section, the commission shall allow the employee and insurance carrier to agree on a designated doctor. If at the end of the tenth day from the date of the order, the commission has not received notification from the insurance carrier or injured employee that a designated doctor has been agreed upon, the commission will presume that an agreement is not possible and the employee is required to attend the commission-selected designated doctor examination as specified in subsection (a) of this section.

(d)

If the employee and the insurance carrier agree on a designated doctor, the insurance carrier shall schedule an appointment for the designated doctor to examine the employee on a date no earlier than 14 days from the date of the commission order described in subsection (a) of this section and no later than 24 days from the date of the commission order.

(e)

The carrier shall notify the commission field office within 10 days of the date of the commission's order as described in subsection (a) when an agreement with the injured employee on the selection of a designated doctor is made. The notice shall include:

(1)

the commission's claim file number;

(2)

the employee's name, address, and social security number, and if known, the employee's telephone number;

(3)

the date of the injury; and

(4)

the designated doctor's name, license number, practice address and telephone number, and the time and date of the examination.

(f)

Upon timely receipt of the notification from the insurance carrier that the injured employee and the carrier have agreed on a designated doctor, the commission shall contact the employee to confirm the agreement. Upon confirmation by the employee, the commission shall send to the carrier, designated doctor and the injured employee an order confirming the agreement, canceling the commission-selected designated doctor appointment, and directing the employee to be examined by the agreed-upon doctor. The order shall remind the parties of the requirements in the Texas Labor Code, §408.122 and §408.125 as specified in subsection (a) of this section and require the treating doctor and insurance carrier to forward medical records in compliance with subsection (h) of this section. The order will supersede the initial order identifying a commission-selected designated doctor. If the commission cannot confirm the agreement with the employee, the commission will presume that an agreement was not made and the initial order directing the employee to be examined by a designated doctor selected by the commission shall remain in effect.

(g)

The designated doctor and the injured employee shall contact each other if there exists a scheduling conflict for the designated doctor appointment. The designated doctor or the injured employee who has the scheduling conflict must make the contact at least 24 hours prior to the appointment. The 24 hour requirement will be waived in an emergency situation (such as a death in the immediate family or a medical emergency). The rescheduled examination shall be set for a date within seven days of the originally scheduled examination unless an extension is granted by the field office. Within 24 hours of rescheduling, the designated doctor shall contact the commission field office and the insurance carrier with the time and date of the rescheduled examination.

(h)

The treating doctor and insurance carrier are both responsible for sending to the designated doctor all the employee's medical records relating to the medical condition to be evaluated by the designated doctor that are in their possession without a signed release from the employee. The designated doctor is authorized to receive the employee's confidential medical records to assist in the resolution of maximum medical improvement and impairment rating disputes. The medical records must not contain any marks, highlights, or other alterations placed on such records for the purpose of communicating with or influencing the designated doctor. The medical records must be received by the designated doctor at least three days prior to the date of the appointment as specified in the commission order. If the medical records are marked, highlighted, altered, or unrelated to the medical condition to be evaluated by the designated doctor, the designated doctor shall notify the commission and report the noncompliance of the treating doctor and/or insurance carrier. Noncompliance with this subsection is a Class C administrative violation under the Texas Labor Code, §408.125 and may be subject to an administrative penalty not to exceed $1000. If the designated doctor has not received the medical records at least three days prior to the examination, the designated doctor's office shall notify the commission at the appropriate field office and the appropriate commission staff will send an order to the treating doctor and/or insurance carrier for the delivery of medical records.

(i)

To avoid undue influence on a person selected as a designated doctor under the Texas Labor Code, §408.125, only the employee or an appropriate member of the staff of the commission may communicate with the designated doctor about the case regarding the employee's medical condition or history prior to the examination of the employee by the designated doctor. After that examination is completed, communication with the designated doctor regarding the employee's medical condition or history may be made only through appropriate commission staff members. An ombudsman is not considered appropriate staff to contact the designated doctor and should communicate with a designated doctor only through appropriate commission personnel. The designated doctor may initiate communication with any doctor who has previously treated or examined the employee for the work-related injury. Noncompliance with this section is a Class C administrative violation under the Texas Labor Code, §408.125 and may be subject to an administrative penalty not to exceed $1000.

(j)

The designated doctor shall address the issue(s) in dispute and confine the report as described in subsection (n) of this section to only those issues. When the impairment rating is the only issue in dispute, the doctor shall assess an impairment rating without regard to maximum medical improvement. When maximum medical improvement and impairment rating are in dispute and the designated doctor determines that the employee has not reached MMI, the designated doctor shall not assign an impairment rating. An evaluation or certification under the Guides to the Evaluation of Permanent Impairment, [ third edition, second printing, dated February 1989, ] published by the American Medical Association ( appropriate AMA Guides), as required in §130.1, shall include a physical examination and evaluation by the designated doctor. Although any doctor or any other provider who has successfully completed the training outlined in §126.10(b)(2) of this title (relating to Commission Approved List of Designated Doctors) may compare the clinical findings on a particular patient with the criteria in the appropriate AMA Guides, the designated doctor shall conduct a physical evaluation and is responsible for the integrity of the evaluation process. This means the designated doctor must evaluate the complete clinical and non-clinical history of the medical condition(s), perform an examination of the employee, analyze the medical history with the clinical and laboratory findings and assess and certify an impairment rating according to the appropriate AMA Guides as required in §130.1 .

(k)

When performing range of motion testing, if the AMA Guides specifies that additional testing be performed because of consistency requirements, the designated doctor shall reschedule testing within seven days of the first testing unless there is no clinical basis for retesting and then the designated doctor must document this in the narrative notes with the clinical explanation for not recommending re-examination.

(l)

Range of motion, sensory, and strength testing should be performed by the designated doctor, when applicable. If this testing is not performed by the designated doctor, the health care provider performing the testing must have successfully completed commission-approved training as outlined in §126.10(b)(2) in the proper use of the appropriate AMA Guides, must not have previously treated or examined the employee within the past 12 months or with regard to the medical condition being evaluated by the designated doctor, and must complete testing within seven days of the designated doctor's physical examination of the employee.

(m)

For testing other than that listed in subsection (l) of this section, the designated doctor may perform additional testing or refer employees to other health care providers when deemed necessary to assess an impairment rating. Any additional testing required by the appropriate AMA Guides for the assignment of the impairment rating is not subject to preauthorization requirements in accordance with the Texas Labor Code, §413.014 (relating to Preauthorization) and additional testing must be completed within seven days of the designated doctor's physical examination of the employee.

(n)

The designated doctor shall complete and file the medical evaluation report in accordance with §130.1 of this title (relating to Reports of Medical Evaluation: Maximum Medical Improvement and Permanent Impairment) unless testing must be rescheduled or the employee is referred to another health care provider as specified in subsections (k) - (m) of this section, the medical evaluation report shall be completed and filed within seven days of the rescheduled testing or referral appointment date.

(o)

The designated doctor shall maintain accurate records to reflect:

(1)

the date and time of any designated doctor appointments scheduled with employees;

(2)

the circumstances regarding a cancellation, no-show or other situation where the examination did not occur as initially scheduled or rescheduled;

(3)

the date of the examination;

(4)

the date medical records were received from the treating doctor or any other person or organization;

(5)

the date the medical evaluation report was submitted to all parties in accordance with §130.1 of this title (relating to Reports of Medical Evaluation: Maximum Medical Improvement and Permanent Impairment); and

(6)

the name of all referral health care providers, date of appointments and reason for referral by the designated doctor.

(p)

The commission may:

(1)

issue an order requiring timely submission of medical evaluation reports or narrative reports;

(2)

assess administrative violations;

(3)

issue an order for refund to the insurance carrier of the examination payment if an improper or incomplete examination is performed or improper or incomplete report is submitted;

(4)

take action to remove a doctor from the Designated Doctor List as described in accordance with §126.10 of this title (relating to Commission Approved List of Designated Doctors); and/or

(5)

take action to remove a doctor from the Approved Doctor List in accordance with §126.8 of this title (relating to Commission Approved Doctor List).

(q)

The insurance carrier shall pay any accrued income benefits, and shall begin or continue to pay weekly income benefits, in accordance with the designated doctor's report for the issue(s) in dispute, no later than five days after receipt of the report or upon receipt of an order by the commission, whichever is earlier.

(r)

The designated doctor billing and reimbursement will be as established in this subsection until the designated doctor reimbursement is specifically addressed by the Medical Fee Guideline. At such time, the Medical Fee Guideline will supersede this subsection.

(1)

The insurance carrier is responsible for paying the reasonable cost of a designated doctor examination as set forth in the fee structure of this subsection. In addition, the carrier shall pay for the reasonable travel expenses for an injured employee to attend a designated doctor appointment.

(2)

The reimbursement for determination of maximum medical improvement and/or impairment ratings shall be inclusive of:

(A)

the examination;

(B)

consultation with the employee;

(C)

review of records and films;

(D)

the preparation and submission of reports, calculation tables, figures, and worksheets;

(E)

range of motion, strength, and sensory testing and measurements; and

(F)

other tests used to validate the impairment rating.

(3)

regardless of the maximum allowable reimbursement specified in this subsection, the designated doctor's charge for services should correlate with the actual time and level of service involved with each patient and reimbursement from the carrier shall be the lesser of the charge amount or the fees set forth as follows:

(A)

Total reimbursement is equal to the base reimbursement plus the area(s) rated.

(B)

The base reimbursement is inclusive of the physical examination, patient consultation and education, detailed narrative report, and factors affecting the service as a designated doctor such as ensuring availability of appointments, timeliness of reports, and responding to the need for further clarification, explanation or reconsideration. Length of time elapsed from 'date of injury will indicate the base reimbursement as follows:

(i)

Greater than or equal to two years is reimbursed at $400 and indicated by using modifier L1 on the billing form.

(ii)

Greater than or equal to one year and less than two years is reimbursed at $300 and indicated by using modifier L2 on the billing form.

(iii)

Less than one year is reimbursed at $200 and indicated by using modifier L3 on the billing form.

(C)

Areas that can be reimbursed when rated include body areas and specialty areas as follows.

(i)

The reimbursement for body areas that must be rated because of the compensable injury is inclusive of testing, records reviewed, impairment rating calculations, and documentation. The designated doctor may bill for a maximum of three body areas, defined as the Spine and Pelvis; Upper Extremities and Hands; and, Lower Extremities. The reimbursement for one body area is $300 and each additional body area is $150.

(ii)

The reimbursement for specialty areas that must be rated where referred testing is required such as psychological, audiologic and/or ophthalmologic testing, is $50 for incorporating one or more specialists' report information into the final impairment rating. This reimbursement will only be allowed once per examination. The referred specialist will be reimbursed separately from the fees outlined in this rule.

(D)

The designated doctor must indicate the number of areas rated in the units column on the billing form with the maximum being four units/areas.

(E)

When the outcome of the evaluation is that maximum medical improvement has not been reached, the designated doctor shall receive the base reimbursement as outlined in subparagraph (B) of this paragraph. No additional reimbursement will be allowed.

(F)

If the employee fails to attend the examination or cancels the commission-ordered examination within 24 hours of the appointment, reimbursement shall be $100.

(4)

If testing is performed by a health care provider other than the designated doctor as specified in subsection (l) of this section, each health care provider must bill for their respective services using the code and modifiers as prescribed by the commission. If the technical and professional components of the impairment rating are billed separately, reimbursement will be made at 20% for the technical and 80% for the professional of the total reimbursement as outlined in paragraph (3)(A) of this subsection. When the designated doctor performs all components of the service without any referred testing, the designated doctor shall bill using the code as prescribed by the commission with modifier -WP for the whole procedure.

(5)

Additional testing or referrals specified in subsection (m) of this section will be reimbursed in addition to the fees specified in paragraph (3)(A)-(C) of this subsection if the additional testing was required to perform the assignment of impairment rating and/or determination of maximum medical improvement. These services should be billed using the appropriate CPT code as specified in the Medical Fee Guideline.

(6)

A carrier's timeframe for reimbursement to the designated doctor does not begin until a complete medical evaluation report with required attachments has been received by the insurance carrier.

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

Filed with the Office of the Secretary of State, on April 13, 2001.

TRD-200102122

Susan Cory

General Counsel

Texas Workers' Compensation Commission

Earliest possible date of adoption: May 27, 2001

For further information, please call: (512) 804-4286