TITLE 1.ADMINISTRATION

Part 7. STATE OFFICE OF ADMINISTRATIVE HEARINGS

Chapter 155. RULES OF PROCEDURES

1 TAC §155.19, §155.29

The State Office of Administrative Hearings (SOAH) proposes amendments to §155.19, Computation of Time, and §155.29, Pleadings. The rules are being amended to correct the references in them from the previous rule related to dismissal for failure to prosecute, former §155.57(b), which was renumbered as §155.56(a) (relating to Dismissal Proceedings) in the adopted rules published in the February 27, 2004, issue of the Texas Register (29 TexReg 1855).

Cathleen Parsley, General Counsel, has determined that for the first five-year period the amended rules are in effect there will be no fiscal implications for state or local government as a result of enforcing or administering them.

Cathleen Parsley, General Counsel, also has determined that for the first five-year period the amended rules are in effect the public benefit anticipated as a result of the rules will be to ensure more efficient and fair procedures for participants in contested case hearings. There will be no effect on small businesses as a result of enforcing the rules. There is no anticipated economic cost to individuals who are required to comply with the proposed rules.

Written comments must be submitted within 30 days after publication of the proposed amendments in the Texas Register to Debra Anderson, Legal Assistant, State Office of Administrative Hearings, P.O. Box 13025, Austin, Texas 78711-3025, or by facsimile to (512) 463-1576.

The amended rules are proposed under Government Code, Chapter 2003, §2003.050, which authorizes the State Office of Administrative Hearings to conduct contested case hearings and requires adoption of hearings procedural rules, and Government Code, Chapter 2001, §2001.004, which requires agencies to adopt rules of practice setting forth the nature and requirements of formal and informal procedures.

The proposed amendments affect Government Code, Chapters 2001 and 2003.

§155.19.Computation of Time.

(a) - (b) (No change.)

(c) When by these rules or judge order an act is required or allowed to be done at or within a specified time, the judge may, for cause shown, order the period enlarged if application therefore is made before the expiration of the specified period. In addition, where good cause is shown for the failure to act within the specified period, the judge may permit the act to be done after the expiration of the specified period. The judge may not enlarge the period for taking any action under the rules relating to reopening the record, §155.15(a)(4) of this title (relating to Powers and Duties of Judges), to default, §155.55 of this title (relating to Failure to Attend Hearing and Default), and to the failure to prosecute, §155.56(a) of this title (relating to Dismissal Proceedings) [ §155.57(b) of this title (relating to Summary Disposition and Dismissal) ], except as stated in those rules.

§155.29.Pleadings.

(a) - (h) (No change.)

(i) Motions to reopen the record under §155.15(a)(4) of this title (relating to Powers and Duties of Judges), to set aside a default under §155.55(e) (relating to Failure to Attend Hearing and Default), [ for summary disposition and ] to set aside a dismissal for failure to prosecute, under §155.56(a) (relating to Dismissal Proceedings), and §155.57 (relating to Summary Disposition) [ §155.57 (relating to Summary Disposition and Dismissals) ], shall be governed by the referenced sections.

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 March 12, 2004.

TRD-200401862

Cathleen Parsley

General Counsel

State Office of Administrative Hearings

Earliest possible date of adoption: April 25, 2004

For further information, please call: (512) 475-4931


Part 15. TEXAS HEALTH AND HUMAN SERVICES COMMISSION

Chapter 354. MEDICAID HEALTH SERVICES

Subchapter A. PURCHASED HEALTH SERVICES

25. SCHOOL HEALTH AND RELATED SERVICES

1 TAC §354.1341

The Texas Health and Human Services Commission (HHSC) proposes to amend §354.1341, concerning the delivery of School Health and Related Services (SHARS). As a result of a SHARS review conducted by Centers for Medicare and Medicaid Services (CMS), a recommendation was made to encourage the State to establish group procedure codes and set reimbursement rates for services provided in a group setting. HHSC proposes to amend the existing SHARS rule to allow for the delivery of group services. Additionally, the amendment allows for Registered Nurse (RN) and Licensed Vocational Nurse (LVN) services, medication administration, nursing services delegated by an RN to unlicensed personnel, personal care services, and transportation aides activities.

Tracy Henderson, Chief Financial Officer, has determined that during the first five years the proposed rule is in effect there will be no fiscal implications for state or local government as a result of enforcing or administering the section.

Ed White, Director of Rate Setting and Forecasting, has determined that during the first five years the proposed rule is in effect, it will benefit the public by providing a clear description of the SHARS program. Small businesses and micro-businesses will not be required to alter their business practices to comply with the proposed rule, so it will not affect these businesses. There are no anticipated economic costs to persons required to comply with the proposed rule, nor any impact on local employment.

HHSC has determined that this proposed rule is not a "major environmental rule" as defined by §2001.0225 of the Texas Government Code. "Major environmental rule" is defined to mean a rule the specified intent of which is to protect the environment or reduce risk to human health from environmental exposure and that may adversely affect in a material way the economy, a sector of the economy, productivity, competition, jobs, the environment or the public health and safety of a state or a sector of the state. The proposed rule is not specifically intended to protect the environment or reduce risks to human health from environmental exposure.

HHSC has determined that these amendments do not restrict or limit owners' rights to their property that would otherwise exist in the absence of governmental action and therefore, do not constitute a taking under §2007.043, Government Code.

Written comments on the proposed rule may be submitted to Arnulfo Gomez, Program Specialist, Medicaid/CHIP Benefits, Texas Health and Human Services Commission, 1100 W. 49th Street, Austin, Texas 78756, within 30 days of publication of this proposal in the Texas Register .

A public hearing concerning the proposed rule will be held on April 14, 2004, from 1:30 to 2:30 p.m. The hearing will be held in the HHSC Davis Mountains Conference Room, 11209 Metric Blvd., Braker Center Bldg. H, Austin, Texas.

The amendment is proposed under the Texas Government Code, §531.033, which provides the Commissioner of HHSC with broad rulemaking authority; Human Resources Code, §32.021 and the Texas 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 propose and adopt rules governing the determination of Medicaid reimbursements

The proposed amendment affects the Texas Government Code, Chapter 531, and Chapter 32 of the Human Resources Code. No other statutes, articles, or codes are affected by the proposed rule.

§354.1341.Benefits and Limitations.

(a) Subject to the specifications, conditions, limitations, and requirements established by the Texas Health and Human Service Commission (HHSC) [ Department of Health ] or its designee, school health and related services are those health and related services performed on or after January 1, 1991, that are determined to be medically necessary and reasonable to ensure a Medicaid-eligible student with a disability under age 21 receives the benefits accorded to him or her by federal and state legislation guaranteeing a free and appropriate public education.

(b) School health and related services must be prescribed in the student's approved individual education program (IEP) as required by the Texas Education Code, §21.501(7), and implemented through State Board of Education regulations (Texas Administrative Code, Title 19, Part II, Chapter 89, §§89.221-89.224).

(c) School health and related services are to be delivered in the least restrictive environment consistent with the nature of the specific service(s) and the physical and mental condition of the student.

(d) School health and related services may include, but are not necessarily limited to:

(1) audiology , individual and group delivered by licensed/certified therapist or licensed/ certified assistant ;

(2) counseling , individual and group delivered by licensed/certified therapist ;

(3) medical services;

(4) occupational therapy , individual and group delivered by licensed/certified therapist or licensed/ certified assistant ;

(5) physical therapy , individual and group delivered by licensed/certified therapist or licensed/ certified assistant ;

(6) psychological services;

(7) speech therapy , individual and group delivered by licensed/certified therapist or licensed/ certified assistant ;

(8) assessment;

(9) school health services , including Registered Nurse (RN) services, medication administration, nursing services delegated by an RN (in compliance with RN delegated nursing tasks criteria as determined by the Board of Nurse Examiners) to an employee or health aide; [ and ]

(10) special transportation services (effective for services provided on or after August 1, 1993) , including transportation aides; and [ . ]

(11) personal care services including transportation aides.

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 March 15, 2004.

TRD-200401910

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: April 25, 2004

For further information, please call: (512) 424-6576


Chapter 355. MEDICAID REIMBURSEMENT RATES

Subchapter C. REIMBURSEMENT METHODOLOGY FOR NURSING FACILITIES

1 TAC §355.308

The Texas Health and Human Services Commission (HHSC) proposes to amend §355.308, concerning direct care staff rate component, in its Medicaid Reimbursement Rates chapter.

The purpose of the amendment is to eliminate the requirement that a nursing facility must have met its minimum staffing requirement prior to "purchasing" credit for additional direct care staff minutes, and to mandate that each facility's enrollment in the enhanced direct care staff rate be limited to the lower of its current level of enrollment plus three levels or the level it achieved in a prior period. The amendment also clarifies that, in cases where a facility's Medicaid contract is cancelled before open enrollment for the enhancement program and the facility is not granted a new contract until after the end of the open enrollment period, the facility's enhancement level under the new contract will be limited to the lower of the facility's enhancement level under the prior contract plus three levels or the level the facility achieved in a prior period. In either case, the facility's enhancement level is contingent upon the availability of funds. The amendment also clarifies that: (1) facilities participating in the enhancement program are required to staff at least one level higher than the facility's minimum staffing requirement as determined by HHSC; (2) only facilities participating in the enhancement program can be included in any aggregate calculations for determining compliance with spending requirements; (3) requests from controlling entities to aggregate their contracts for purposes of determining compliance with spending requirements must be submitted at the time each Staffing and Compensation Report is submitted; and (4) swing beds are reimbursed at the direct care staff base rate with no enhancement levels.

In addition, new rule language is added in §355.308(a)(9) to clarify that paid feeding assistants may not be counted toward staffing requirements under the state's direct care staff rate enhancement program. This will maintain consistency with federal regulations at 42 Code of Federal Regulations (CFR) §483.30 and 42 CFR §483.75(e), which prohibit feeding assistants from being counted toward minimum staffing requirements.

Tom Suehs, Deputy Executive Commissioner for Financial Services, has determined that for the first five-year period the proposed section is in effect, there are no fiscal implications for state government or local government as a result of enforcing or administering the section.

Ed White, Director, Rate Setting and Forecasting, has determined that for each year of the first five years the section is in effect, the public benefit anticipated as a result of eliminating the requirement that a nursing facility must have met its minimum staffing requirement prior to "purchasing" credit for additional direct care staff minutes is that nursing facility providers will be given greater flexibility to meet their staffing requirements with staff time or increased staff wages and/or benefits. The public benefit of regulating each facility's enrollment in the enhanced direct care staff rate to the lower of its current level of enrollment plus three levels or the level it achieved in a prior period is that the distribution of enhancement levels will be more equitable. The distribution will be more equitable because facilities that failed to meet their self- selected staffing requirements in a prior period will be prevented from enrolling at levels not supported by their previous performance, which will make funds available to increase the enrollment levels of other facilities and allow nonparticipants to become participants. The public benefit of the numbered clarifications is that nursing facility providers will find it easier to understand and participate in the enhanced direct care staff rate program.

The public benefit anticipated as a result of enforcing the new language in §355.308(a)(9) is that nursing facility providers will have clear direction that paid feeding assistants are not to be reported as direct care staff. This will reduce confusion when providers are completing nursing facility cost and staff and compensation reports.

There is no anticipated adverse economic effect on small or micro businesses as a result of enforcing or administering the section because the rule imposes no specific costs or charges on a facility that must comply with the rule. However, under both current and proposed language, facilities' enrollment in the enhancement program may be limited prospectively based upon past performance. The current language requires that a facility's enrollment be limited prospectively to the level it achieved in a prior period plus two additional levels if the facility failed to meet its self-selected staffing requirement by four or more levels. The proposed language requires that a facility's enrollment be limited prospectively to the level it achieved plus zero additional levels if the facility failed to meet its self-selected staffing requirement by any number of levels. This more stringent requirement will lead to limits on enrollments of more facilities and those limits will be of a greater amount than under the current rule. Under current rates, the impact of this limitation for those facilities subject to a limitation will be 29.5 cents per level per Medicaid resident day. This impact will be the same for small and large businesses that fail to meet self- imposed staffing requirements.

There is no anticipated economic cost to persons who are required to comply with the proposed section. There is no anticipated effect on local employment in geographic areas affected by this section.

Questions about the content of this proposal may be directed to Pam McDonald by telephone at (512) 491-1373, or by fax at (512) 491-1998, in HHSC Rate Analysis. Written comments on the proposal may be submitted to Ms. McDonald by fax at (512) 491-1998 or by mail at HHSC Rate Analysis, Mail Code H-400, 1100 West 49th Street, Austin, TX 78756-3101, within 30 days of publication in the Texas Register . For further information regarding the proposal or to make the proposal available for public review, contact local offices of the Texas Department of Human Services or Pam McDonald at (512) 491-1373 in HHSC Rate Analysis.

Under §2007.003(b) of the Government Code, HHSC has determined that Chapter 2007 of the Government Code does not apply to this rule. Accordingly, HHSC is not required to complete a takings impact assessment regarding this rule.

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

The amendment affects the Government Code, §§531.033 and 531.021(b).

§355.308.Direct Care Staff Rate Component.

(a) Direct care staff cost center. This cost center will include compensation for employee and contract labor Registered Nurses (RNs), including Directors of Nursing (DONs) and Assistant Directors of Nursing (ADONs); Licensed Vocational Nurses (LVNs), including DONs and ADONs; medication aides; and nurse aides performing nursing-related duties for Medicaid contracted beds.

(1)-(8) (No change.)

(9) Paid feeding assistants are not included in the direct care staff cost center and are not to be counted toward the staffing requirements described in subsection (j) of this section. Paid feeding assistants are intended to supplement certified nurse aides, not to be a substitute for certified or licensed nursing staff.

(b)-(c) (No change.)

(d) Enrollment contract amendment. An initial enrollment contract amendment is required from each facility choosing to participate in the enhanced direct care staff rate. Participating and nonparticipating facilities may request to modify their enrollment status (i.e., a nonparticipant can request to become a participant, a participant can request to become a nonparticipant, a participant can request to change its enhancement level) during any open enrollment period. Nonparticipants and participants requesting to increase their enrollment levels will be limited to requesting increases of three or fewer enhancement levels during any single open enrollment period unless such limits are waived by HHSC. Requests to modify a facility's enrollment status during an open enrollment period must be received by HHSC Rate Analysis by the last day of the open enrollment period as per subsection (c) of this section. If the last day of the open enrollment period falls on a weekend, a national holiday, or a state holiday, then the first business day following the last day of the open enrollment period is the final day the receipt of the enrollment contract amendment will be accepted. An enrollment contract amendment that is not received by the stated deadline will not be accepted. A facility [ Facilities ] from which HHSC Rate Analysis has not received an acceptable request to modify their enrollment by the last day of the open enrollment period will continue at the level of participation in effect during the open enrollment period within available funds until the facility notifies HHSC in accordance with subsection (r) of this section that it no longer wishes to participate or until the facility's enrollment is limited in accordance with subsection (i) of this section . If HHSC determines that funds are not available to continue participation at the level of participation in effect during the open enrollment period, facilities will be notified as per subsection (ee) of this section. To be acceptable, an enrollment contract amendment must be completed according to instructions, signed by an authorized signator as per the Texas Department of Human Services (DHS) Form 2031 applicable to the provider's contract or ownership type, and be legible.

(e)-(h) (No change.)

(i) Enrollment limitations. A facility will not be enrolled in the enhanced direct care staff rate at a level higher than the level it achieved on its most recently available, audited Staffing and Compensation Report. HHSC will issue a notification letter that informs a facility in writing of its enrollment limitations (if any) prior to the first day of the open enrollment period.

(1) Requests for revision. A facility may request a revision of its enrollment limitation if the facility's most recently available, audited Staffing and Compensation Report does not represent its current staffing levels.

(A) A request for revision of enrollment limitation must include the documentation specified in subparagraph (B) of this paragraph and must be received by HHSC Rate Analysis by hand delivery, United States mail, or special delivery mail no later than 30 calendar days from the date on the notification letter. If the 30th calendar day is a weekend day, national holiday, or state holiday, then the first business day following the 30th calendar day is the final day the receipt of the written request will be accepted. A request for revision that is not received by the stated deadline and that is not submitted on the form specified by HHSC will not be accepted and the enrollment limitation specified in the notification letter will apply.

(B) A facility that requests a revision of its enrollment limitation must submit documentation, in the form specified by HHSC in the notification letter, which shows that, for the period beginning September 1 of the current rate year and ending April 30 of the current rate year, the facility met a higher staffing level than the notification letter indicates. In such cases, the facility's enrollment limitation will be established at the level supported by its request for revision documentation. It is the responsibility of the facility to render all required documentation at the time of its request for revision. Requests not in the form specified by HHSC in the notification letter and requests that fail to support a staffing level different than indicated in the notification letter will result in a rejection of the request and the enrollment limitation specified in the notification letter will apply.

(C) A request for revision must be signed by an individual legally responsible for the conduct of the facility or legally authorized to bind the facility, such as the sole proprietor, a partner, a corporate officer, an association officer, a governmental official, a limited liability company member, a person authorized by the applicable DHS Form 2031 for the interested party on file at the time of the request, or a legal representative for the interested party. A request for revision that is not signed by an individual legally responsible for the conduct of the interested party will not be accepted and the enrollment limitation specified in the notification letter will apply.

(D) If the facility's Staffing and Compensation Report for the rate year that included the open enrollment period described in subsection (d) of this section shows the facility staffed below the level it presented in its request for revision, HHSC will immediately recoup all enhancement payments associated with the request for revision documents and the facility will be limited to the level supported by the report for the remainder of the rate year.

(E) At no time will a facility be allowed to enroll in the enhancement program at a level higher than its current level of enrollment plus three additional levels unless otherwise instructed by HHSC Rate Analysis.

(2) New owners after a change of ownership. Enhancement levels for a new owner after a change of ownership will be determined in accordance with subsection (y) of this section. A new owner will not be subject to enrollment limitations based upon the prior owner's performance. This exemption from enrollment limitations does not apply in cases where DHS has approved a successor-liability-agreement that transfers responsibility from the former owner to the new owner.

(3) New facilities. A new facility's enrollment will be determined in accordance with subsection (e) of this section. [ Enrollment. Facilities choosing to participate in the enhanced direct care staff rate must submit to HHSC a signed contract amendment as described in subsection (d) of this section, before the end of the open enrollment period. Participation will remain in effect, subject to availability of funds, until the facility notifies HHSC in accordance with subsection (r) of this section that it no longer wishes to participate or the facility is removed from participation as described in subsection (n) of this section. If HHSC determines that funds are not available to continue participation, facilities will be notified as per subsection (ee) of this section. Facilities voluntarily withdrawing from participation will have their participation end effective on the date of the withdrawal as determined by HHSC. ]

(j) Determination of staffing requirements for participants. Facilities choosing to participate in the enhanced direct care staff rate agree to maintain certain direct care staffing levels above the minimum staffing levels described in paragraph (1) of this subsection . In order to permit facilities the flexibility to substitute RN, LVN and aide (Medication Aide and nurse aide) staff resources and, at the same time, comply with an overall nursing staff requirement, total nursing staff requirements are expressed in terms of LVN equivalent minutes. Conversion factors to convert RN and aide minutes into LVN equivalent minutes are based upon most recently available, reliable relative compensation levels for the different staff types.

(1) (No change.)

(2) Enhanced staffing levels. Facilities [ Participating facilities ] desiring to participate in the enhanced direct care staff rate are required to staff above the minimum requirements from paragraph (1) of this subsection . These facilities may request LVN-equivalent staffing enhancements from an array of LVN-equivalent enhanced staffing options and associated add-on payments during open enrollment under subsection (d) of this section .

(3) Granting of staffing enhancements. HHSC divides all requested enhancements , after applying any enrollment limitations from subsection (i) of this section, into two groups: pre-existing enhancements that facilities request to carry over from the prior year and newly-requested enhancements. Newly-requested enhancements may be enhancements requested by facilities that were nonparticipants in the prior year or by facilities that were participants in the prior year desiring to be granted additional enhancements. [ For the granting of enhancements to be effective on or after September 1, 2001, for an enhancement to qualify as a pre-existing enhancement a facility must have actually met the enhancement's staffing requirements during the most recent reporting period from which reliable data is available at the time qualification is determined. ] Using the process described herein, HHSC first determines the distribution of carry-over enhancements. If HHSC determines that funds are not available to carry over some or all pre-existing enhancements, facilities will be notified as per subsection (ee) of this section. If funds are available after the distribution of carry-over enhancements, HHSC then determines the distribution of newly requested enhancements. HHSC may not distribute newly requested enhancements to facilities owing funds identified for recoupment from subsections (n) and/or (o) of this section.

(A)-(B) (No change.)

(4) (No change.)

(k)-(l) (No change.)

(m) Staffing requirements for participating facilities. Each participating facility will be required to maintain adjusted LVN-equivalent minutes equal to those determined in subsection (j) of this section. Each participating facility's adjusted LVN-equivalent minutes maintained during the reporting period will be determined as follows.

(1) (No change.)

(2) Determine adjusted LVN-equivalent minutes maintained. Compare the unadjusted LVN- equivalent minutes maintained by the facility during the reporting period from paragraph (1) of this subsection to the LVN-equivalent minutes required of the facility as determined in subsection (j) of this section. The adjusted LVN-equivalent minutes are determined as follows:

(A)-(B) (No change.)

(C) For adjusted LVN-equivalent minutes calculated on or after March 1, 2004, requirements relating to the minimum LVN-equivalent minutes required for participation in subparagraphs (A) and (B) of this paragraph do not apply.

(n) Staffing accountability. Participating facilities will be responsible for maintaining the staffing levels determined in subsection (j) of this section. HHSC will determine the adjusted LVN- equivalent minutes maintained by each facility during the reporting period by the method described in subsection (m) of this section.

[ (1) ] HHSC or its designee will recoup all direct care staff revenues associated with unmet staffing goals from participating facilities that fail to meet their staffing requirements during the reporting period.

[ (2) In addition, effective the first day of the rate year immediately following the determination that a facility failed to maintain the required weighted average LVN-equivalent minutes for the reporting period by four or more adjusted LVN-equivalent minutes or that a facility that was required to provide at least four LVN-equivalent minutes above its minimum staffing requirement, as determined in subsection (j)(1) of this section failed to meet its minimum staffing requirement for the reporting period, the facility will have its enrollment in the enhancement program limited to a level consistent with the highest adjusted LVN-equivalent minutes, as defined in subsection (m) of this section, that the facility actually attained plus two additional LVN-equivalent minutes. If the adjusted level attained is more than two LVN- equivalent minutes below the minimum direct care staff requirement for participation, the facility will be precluded from enrollment in the enhancement program and will be a nonparticipant. These enrollment limitations will remain in effect for the longer of either one full rate year or until the first day of the rate year that begins after funds identified for recoupment from subsections (n) and/or (o) of this section are repaid to HHSC or its designee.]

(o)-(q) (No change.)

(r) Voluntary withdrawal. Facilities wishing to withdraw from participation must notify HHSC in writing by certified mail. Facilities voluntarily withdrawing must remain nonparticipants for the remainder of the rate year. Facilities that voluntarily withdraw from participation will have their participation end effective on the date of the withdrawal, as determined by HHSC.

(s)-(y) (No change.)

(z) Contract cancellations. If a facility's Medicaid contract is cancelled before the first day of an open enrollment period as defined in subsection (c) of this section and the facility is not granted a new contract until after the last day of the open enrollment period, participation in the enhanced direct care staff rate as it existed prior to the date when the facility's contract was cancelled will be reinstated when the facility is granted a new contract, if it remains under the same ownership , subject to the availability of funding. Any enrollment limitations from subsection (i) of this section that would have applied to the cancelled contract will apply to the new contract .

(aa) In cases where a parent company, sole member, or governmental body controls more than one nursing facility (NF) contract participating in the enhanced direct care staff rate , the parent company, sole member, or governmental body has the option [ may request at the time each Annual Staffing and Compensation Report is submitted, in a manner prescribed by HHSC, ] to have its participating contracts' compliance with the spending requirements detailed in subsection (o) of this section for the applicable reporting period evaluated in the aggregate . In such cases, compliance with the spending requirements will be evaluated in the aggregate for all participating NF contracts that the parent company, sole member or governmental body [ it ] controlled at the end of the rate year or at the effective date of the change of ownership or termination of its last participating NF contract. This option is called grouping. To exercise the grouping option, the parent company, sole member, or governmental body must submit a grouping request, in a manner prescribed by HHSC, at the time each Annual Staffing and Compensation Report is submitted. In limited partnerships in which the same single general partner controls all the limited partnerships, that single general partner must [ may ] make this request. Other such requests will be reviewed on a case-by-case basis. A new request to have compliance with spending requirements evaluated in the aggregate must be submitted for each reporting period. NF contracts that change ownership or terminate effective after the end of the applicable reporting period, but prior to the determination of compliance with spending requirements as per subsection (o) of this section, are excluded from all aggregate spending calculations. These contracts' compliance with spending requirements will be determined on an individual basis and the costs and revenues will not be included in the aggregate spending calculation. A facility that does not participate in the enhanced direct care staff rate is excluded from all aggregate spending calculations because it is not subject to the spending requirements detailed in subsection (o) of this section.

(bb) Medicaid Swing Bed Program for Rural Hospitals. When a rural hospital participating in the Medicaid swing bed program furnishes NF nursing care to a Medicaid recipient under 40 TAC §19.2326 (relating to Medicaid Swing Bed Program for Rural Hospitals), DHS makes payment to the hospital using the same procedures, the same case-mix methodology, and the same TILE rates that HHSC authorizes for reimbursing NFs receiving the direct care staff base rate with no enhancement levels [ participating in the enhanced direct care staff rate at the minimum level required for participation ]. These hospitals are not subject to the staffing and spending requirements detailed in this section.

(cc)-(dd) (No change.)

(ee) Notification of lack of available funds. If HHSC determines that funds are not available to continue participation for facilities from which it has not received an acceptable request to modify their enrollment by the last day of an enrollment period as per subsection (d) of this section [ , to maintain participation until a facility notifies it that the facility no longer wishes to participate or is removed from participation as per subsection (i) of this section, ] or to fund carry-over enhancements as per subsection (j)(3) of this section, HHSC will notify providers in a manner determined by HHSC that such funds are not available.

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 March 12, 2004.

TRD-200401872

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: April 25, 2004

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


1 TAC §355.311

The Texas Health and Human Services Commission (HHSC) proposes to amend §355.311, concerning Medicaid reimbursement rates for state veterans homes, in its Medicaid Reimbursement Rates chapter. The purpose of the amendment is to remove the requirement that the lower of the estimated per diem cost or the semi-private basic daily rate be used as the interim rate of reimbursement for state veterans homes and to require the use of the semi-private basic daily rate as the interim rate. The amendment also (1) deletes definitions for "debt service on revenue bonds," "deposits to the operating reserve," "management agreement," "transportation agreement," and "VLB administrative expenses;" (2) corrects several cross- referenced section titles; and (3) provides specific references to rules within this chapter that the Veterans Land Board (VLB) should follow when preparing its financial and statistical information.

Tom Suehs, Deputy Commissioner for Financial Services, has determined that for the first five-year period the proposed section is in effect, there are no fiscal implications for state government or local government as a result of enforcing or administering the section.

Ed White, Director, Rate Setting and Forecasting, has determined that for each year of the first five years the section is in effect, the public benefits anticipated as a result of enforcing the section are that: (1) VLB staff will no longer need to calculate the estimated per diem cost for the interim rate determination and, as a result, the savings in VLB staff time can be directed to other projects and services to veterans; (2) the rules will clearly specify that the veterans home semi- private basic daily rate is the interim rate; and (3) the public will have accurate section titles for rule cross-references within HHSC's rule base. There is no adverse economic effect on small or micro businesses as a result of enforcing or administering the section, because the amendment applies only to the Veterans Land Board, which is a state agency participating in the Medicaid nursing facility program and does not meet the definition of a small or micro business. There is no anticipated economic cost to persons who are required to comply with the proposed section. There is no anticipated effect on local employment in geographic areas affected by this section.

Questions about the content of this proposal may be directed to Giannina Zishka in HHSC's Rate Analysis Department (telephone: (512) 491-1371 or fax: (512) 491-1998). Written comments on the proposal may be submitted to Giannina Zishka via fax or mail to HHSC Rate Analysis, Mail Code H-400, 1100 West 49th Street, Austin, TX 78756-3101, within 30 days of publication in the Texas Register . For further information regarding the proposal or to make the proposal available for public review, contact local offices of the Texas Department of Human Services or Giannina Zishka at (512) 491-1371 in HHSC's Rate Analysis Department.

Under §2007.003(b) of the Government Code, HHSC has determined that Chapter 2007 of the Government Code does not apply to this rule. Accordingly, HHSC is not required to complete a takings impact assessment regarding this rule.

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

The amendment affects the Government Code, §531.033 and §531.021(b).

§355.311.Medicaid Reimbursement Rates for State Veterans Homes.

(a) The following definitions apply to this section:

[ (1) Debt service on revenue bonds--The principal and interest payments on Veterans Home Revenue Bonds sold under authorization of Chapter 164, Texas Natural Resources Code, and issued for the purpose of acquisition, construction, operation, and maintenance of a state veterans home or homes.]

[ (2) Deposits to the operating reserve--The monthly deposits by the Veterans Land Board (VLB) to a facility's operating reserve as required by the trust indenture(s) related to State of Texas Veterans Home Revenue Bonds as authorized under 40 TAC §176.3 (relating to Sale of Bonds).]

(1) [ (3) ] Health and Human Services Commission (HHSC)--The state administrative agency authorized to adopt standards and rules to govern reimbursement rates and methodologies for Medicaid nursing facility services pursuant to Government Code §531.021.

[ (4) Management agreement--The management and operations agreement between the Veterans Land Board (VLB) of the State of Texas and the operator of a state veterans home in effect during the rate period.]

(2) [ (5) ] Rate period--The state fiscal year.

(3) [ (6) ] State veterans home--A nursing facility as defined in Title 40, Texas Administrative Code (TAC) §176.1 (relating to [ Veterans Homes ] Definitions) that is contracted with DHS under 40 TAC §19.2322 (relating to Medicaid Bed Allocation Requirements [ Allocation, Reallocation, and Decertification Requirements ]) to provide nursing facility services to eligible Medicaid recipients who reside in a state veterans home.

(4) [ (7) ] Texas Department of Human Services (DHS)--The state administrative agency authorized to contract for nursing facility services to Medicaid recipients pursuant to Chapter 32, Human Resources Code.

[ (8) Transportation agreement--The agreement between the VLB and the operator of the facility in effect during the rate period. Not all operators may have a transportation agreement.]

(5) [ (9) ] Veterans Land Board (VLB)--The state administrative agency authorized under Chapter 164, Natural Resources Code, to establish and operate state veterans homes.

[ (10) VLB administrative expenses--VLB expenses related to oversight of the state veterans home program.]

(b) DHS reimburses the VLB for nursing facility services provided by the VLB to Medicaid clients in state veterans homes.

(c) HHSC determines reimbursement rates for state veterans homes to provide nursing facility services.

(d) Interim reimbursement [ Reimbursement ] rates for state veterans homes are determined prospectively for each home based on the [ lower of an estimate of per diem cost for the rate period as calculated in subsection (e) of this section or the ] state veterans home semi- private basic daily rate in effect on the first day of the rate period. Rates are reconciled retrospectively based on actual cost in accordance with subsection (j) [ (k) ] of this section.

[ (e) For each home, the estimated per diem costs are calculated as follows:]

[ (1) For the rate period, sum the following:]

[ (A) the monthly fixed-fee component of the management and operation fee as described in the management agreement for each month in the rate period,]

[ (B) the variable-fee component of the management and operation fee per patient day in effect during the rate period times estimated patient days during the rate period,]

[ (C) vehicle payments, if any, as defined in the transportation agreement,]

[ (D) deposits to the operating reserve,]

[ (E) debt service on the revenue bonds, and]

[ (F) VLB administrative expenses.]

[ (2) Divide the sum, as determined in paragraph (1) of this subsection, by the estimated patient days for the rate period to determine the interim prospective per diem rate. Estimated patient days for the rate period are determined based on the most recently available, reliable utilization data for the facility.]

(e) [ (f) ] The facility-specific payment rate, as determined in subsection (d) of this section, will be paid for all Medicaid eligible residents of a state veterans home regardless of the Texas Index for Level of Effort (TILE) level of the resident.

(f) [ (g) ] Veterans Administration (VA) per diem payments to the State of Texas VLB for nursing home care as defined in 38 Code of Federal Regulations (CFR) §51.40 (relating to monthly payment) are considered third-party resources [ (TPRs) ] under 40 TAC §15.215 (relating to Third-party Resources (TPRs) [ Third-Party Resources ]). These payments are offset against per diem payment rates for Medicaid-eligible residents of a state veterans home.

(g) [ (h) ] Residents of a state veterans home are not eligible to receive the supplemental reimbursements authorized under [ § ] §355.307(b)(3)(E) and (F) of this title (relating to Reimbursement Setting Methodology [ Qualifying Ventilator-Dependent Residents and Qualifying Children with tracheostomies ]).

(h) [ (i) ] State veterans homes are not eligible to participate in §355.308 of this title (relating to [ Enhanced ] Direct Care Staff Rate Component ).

(i) [ (j) ] The VLB submits financial and statistical information in a format designated by HHSC. The financial and statistical information must be completed in accordance with the provisions of §355.102 and §355.103 of this title (relating to General Principles of Allowable and Unallowable Costs; and Specifications for Allowable and Unallowable Costs). This information 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). Financial and statistical information submitted by the VLB is not included in the cost report databases used in the reimbursement determination process for the Texas Medicaid Nursing Facility program.

(j) [ (k) ] For each state veterans home, the interim reimbursement [ prospective per diem ] rate is adjusted retrospectively based on actual costs accrued during the rate period[ , with capital equipment and capital improvement costs accrued by the VLB for the facility substituted for deposits to the operating reserve in the cost calculation, and actual patient days provided substituted for estimated patient days ].

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

Filed with the Office of the Secretary of State on March 12, 2004.

TRD-200401874

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: April 25, 2004

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


Chapter 355. MEDICAID REIMBURSEMENT RATES

The Texas Health and Human Services Commission (HHSC) proposes the repeal of Chapter 355, Subchapter F, governing General Reimbursement Methodology for all Medical Assistance Programs §§355.732, 355.733, 355.744, 355.745, and 355.775 and an amendment to §355.742 to delete the reference of HCS-OBRA because the program no longer exists.

The rules describe the reimbursement methodology of the Mental Retardation Local Authority (MRLA) Program and the Home and Community Based Services - OBRA (HCS-O) Program and are proposed for repeal because the programs are no longer in operation. The Texas Health and Safety Code, §533.0355, added by House Bill 2292 of the 78th Legislature, redefined the responsibilities of mental retardation authorities (MRAs), program providers, and the Department of Mental Health and Mental Retardation (MHMR) under the Mental Retardation Local Authority (MRLA) Program. The redefined responsibilities describe a program model that more closely resembles that of the Home and Community-Based Services (HCS) Program than the MRLA Program. MHMR determined that the most efficacious manner to implement the redefined waiver program responsibilities required by §533.0355 was to provide all waiver services and supports through the HCS Program. Effective September 1, 2003, MHMR has provided all Medicaid waiver services through the HCS Program.

Tom Suehs, Deputy Executive Commissioner for Financial Services, has determined that, for each year of the first five-year period that the proposed repeals and amendment are in effect, there are no foreseeable fiscal implications relating to costs or revenues of state or local government.

David Palmer, Director, Rate Analysis, has determined that, for each year of the first five-year period the proposed repeals and amendment are in effect, the public benefit expected is that HHSC reimbursement rules will be consistent with the description of available Medicaid waiver services and supports. There is no anticipated impact on small or micro-businesses to comply with the proposed repeals and amendment, as they will not be required to alter their business practices as a result of the repeals. There are no anticipated economic costs to persons required to comply with the proposed repeals. There is no anticipated impact on a local economy.

HHSC has determined that this proposal does not restrict or limit an owner's right to his or her property that would otherwise exist in the absence of governmental action and therefore does not constitute a taking under §2007.043, Government Code.

Comments concerning the proposed repeals and amendment may be submitted in writing to Lupita Villarreal, Rate Analysis, by mail to 1100 West 49th Street, Mail Code H-400, Austin, Texas 78756-3101, by fax to 512/491-1998, or by e-mail to lupita.villarreal@hhsc.state.tx.us within 30 days of publication of this proposal in the Texas Register .

Subchapter F. GENERAL REIMBURSEMENT METHODOLOGY FOR ALL MEDICAL ASSISTANCE PROGRAMS

1 TAC §§355.732, 355.733, 355.744, 355.745, 355.775

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

The repeals are proposed under the Texas Government Code, §531.033, which provides the commissioner of HHSC with broad rulemaking authority; the Texas Government Code, §531.021(a), and the Texas Human Resources Code, §32.021(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 propose and adopt rules governing the determination of Medicaid reimbursements.

The proposed repeals affect the Texas Government Code, Chapter 531, and the Texas Human Resources Code, Chapter 32.

§355.732.Cost Report.

§355.733.Reimbursement Methodology.

§355.744.Service Coordination Definitions for Mental Retardation Local Authority (MRLA) Program.

§355.745.Service Limitations for Service Coordination through MRLA.

§355.775.Reimbursement Methodology for the MRLA Program.

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 March 15, 2004.

TRD-200401911

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: April 25, 2004

For further information, please call: (512) 424-6576


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

1 TAC §355.742

The amendment is proposed under the Texas Government Code, §531.033, which provides the commissioner of HHSC with broad rulemaking authority; the Texas Government Code, §531.021(a), and the Texas Human Resources Code, §32.021(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 propose and adopt rules governing the determination of Medicaid reimbursements.

The proposed amendment affects the Texas Government Code, Chapter 531, and the Texas Human Resources Code, Chapter 32.

§355.742.Service Limitations for MR Service Coordination and Targeted Case Management .

(a) Case management services will not be reimbursable as a Medicaid service for which another payor is liable. Case management activities associated with the following are not reimbursable as an optional targeted case management service:

(1) Medicaid eligibility determinations and redeterminations;

(2) Medicaid eligibility intake processing;

(3) Medicaid preadmission screening;

(4) prior authorization for Medicaid services;

(5) required Medicaid utilization review;

(6) Texas Health Steps administration; and

(7) Medicaid "lock-in" provided for under §1915(a) of the Omnibus Reconciliation Act of 1987.

(b) Specifically, reimbursement will not be made for the following:

(1) outreach activities that are designed to locate individuals who are potentially Medicaid eligible. This exclusion does not include Medicaid eligible persons requiring services outlined in TDMHMR rules;

(2) any medical evaluation, examination or treatment billable as a distinct Medicaid covered benefit. However, referral arrangements and staff consultation for such services are reimbursable as a case management service;

(3) services provided under the home and community-based services waiver for persons with mental retardation (HCS);

[(4) services provided under the home and community-based services waiver for persons with mental retardation or related conditions (HCS-OBRA); or ]

(4) [ (5) ] case management services covered by another Medicaid-reimbursed program or any other non-Medicaid funding source.

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 March 15, 2004.

TRD-200401912

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: April 25, 2004

For further information, please call: (512) 424-6576


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

1 TAC §355.761

The Texas Health and Human Services Commission (HHSC) proposes to amend §355.761, concerning reimbursement methodology for Institutions for Mental Diseases (IMD), in its Medicaid Reimbursement Rates chapter to specify that reimbursement is determined bi-annually and that the reimbursement period is based on state fiscal year and that the prospective reimbursement rate is compared to the Support, Maintenance and Treatment (SMT) rate.

Tom Suehs, Deputy Executive Commissioner for Financial Services, has determined that for each year of the first five-year period the proposed section is in effect, there will be no foreseeable implications relating to costs or revenues of state or local government.

David Palmer, Director, Rate Analysis, has determined that for each year of the first five years the section is in effect, the public benefit expected as a result of enforcing the section is that the reimbursement methodology for Institutions for Mental Diseases (IMD) will appropriately reflect policy. There is no anticipated impact on small or micro-businesses to comply with the proposed amendment as they will not be required to alter their business practices as a result of the amendment. There are no anticipated economic costs to persons required to comply with the proposed amendment. There is no anticipated impact on a local economy.

HHSC has determined that this proposal does not restrict or limit an owner's right to their property that would otherwise exist in the absence of governmental action and therefore does not constitute a taking under §2007.043, Government Code.

Comments concerning the proposed amendment may be submitted in writing to Lupita Villarreal, Rate Analysis, by mail to 1100 West 49th Street, Mail Code H-400, Austin, Texas, 78756-3101, by fax to 512/491-1178, or by e-mail to lupita.villarreal@hhsc.state.tx.us within 30 days of publication of this proposal in the Texas Register . For further information regarding the proposal or to make the proposal available for public review, contact local offices of the Department of Human Services (DHS) or Lupita Villarreal at (512) 491-1178 in HHSC's Rate Analysis Department.

The amendment is proposed under the Texas Government Code, §531.033, which provides the executive commissioner of HHSC with broad rulemaking authority; the Texas Government Code, §531.021(a), and the Texas Human Resources Code, §§32.021(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 propose and adopt rules governing the determination of Medicaid reimbursements.

The proposed amendment affects the Texas Government Code, Chapter 531, and the Texas Human Resources Code, Chapter 32.

§355.761.Reimbursement Methodology for Institutions for Mental Diseases (IMD).

(a) The Health and Human Services Commission (HHSC) determines IMD reimbursement bi- annually. A statewide prospective reimbursement will be available to all eligible IMD providers for reimbursable IMD services. This reimbursement is inclusive of all costs allowable under Medicare payment principles.

(b) Initial reimbursement period. The initial reimbursement period is defined as November 16, 1994-April 30, 1996. The reimbursement for this period is determined from Medicare cost reports for state-operated hospitals, which provided IMD services between September 1, 1993, and August 31, 1994. The Medicare cost reports are reviewed by HHSC to assure that the costs used for calculating each hospital's average per diem cost for IMD services are allowable under Medicare payment principles and are only those costs incurred by the hospital for care and treatment provided to persons 65 years and older and occupying a Medicare-certified bed. Using these Medicare cost reports, each hospital's average per diem cost for IMD services is calculated. HHSC adjusts each hospital's average per diem cost for IMD services to the initial reimbursement period by applying a cost-of-living index. The cost-of-living index used is the Centers for Medicare and Medicaid Services (CMS) [ Health Care Financing Administration's (HCFA) ] Market Basket Forecast Excluded Hospital Input Price Index (as reported in the Dallas Regional Medical Services Letter Number 95-015). Due to the length of the initial reimbursement period, the percentages by which the average per diem costs are adjusted are prorated by taking 1/12 of the forecast for calendar year 1994 plus 12/12 of the forecast for calendar year 1995 plus 4/12 of the forecast for calendar year 1996. After adjusting the average per diem cost for each hospital, the average per diem costs for all of the hospitals are arrayed from high to low. The median (50th percentile) average per diem cost is selected as the prospective reimbursement for the initial reimbursement period. If the 50th percentile falls between IMD providers, then the immediately higher average per diem cost will be selected as the reimbursement.

(c) The reimbursement period begins on September [ May ] 1 and ends on August 31 [ April 30 ] of the following year.

(1) Annually, each IMD provider is required to submit to HHSC a copy of its Medicare cost report for its most recent fiscal year ending prior to September 1. Cost reports must be received by HHSC no later than 90 days following the end of the IMD provider's fiscal year. Each IMD provider is required to identify in its cost report as a subunit (IMD unit) those Medicare-certified units on which reimbursable IMD services were provided. The Medicare cost reports are reviewed by HHSC to assure that the costs to be used for calculating each IMD provider's average per diem cost for IMD services are allowable under Medicare payment principles and are only those costs incurred for care and treatment provided to persons 65 years of age and older and occupying a Medicare-certified bed.

(2) Upon completion of the reviews of cost reports, and prior to calculating average per diem costs for each IMD provider, cost reports and prior payment histories are reviewed. To ensure the integrity of the data and avoid bias in the resulting reimbursement due to low volume and other inefficiencies, cost reports of IMD providers will be eliminated from the database for any one of the following reasons:

(A) being in operation fewer than 90 calendar days during the previous cost reporting period;

(B) having an occupancy rate on its IMD units of less than 90% for 50% or more of the days covered during the previous cost reporting period; or

(C) individually accounting for fewer than 5.0% of the total days of care reimbursed by Medicaid as IMD services during the previous cost reporting period.

(3) Using the Medicare cost reports in the database, HHSC calculates for each IMD provider an average per diem cost for IMD services. Each IMD provider's average per diem cost is adjusted to the future reimbursement period by applying a cost-of-living index. The cost-of-living index used is the Centers for Medicare and Medicaid Services (CMS) [ Health Care Financing Administration's (HCFA) ] Market Basket Forecast Excluded Hospital Input Price Index (as reported to the States in the Dallas Regional Medical Services Letter for the federal fiscal quarter ending in December of the year preceding the next reimbursement period). The percentage used for adjustments to each IMD provider's average per diem cost is prorated, using 1/3 [ 2/3 ] of the forecast for the calendar year in which the reimbursement period begins ( September [ May ] through December) plus 2/3 [ 1/3 ] of the forecast for the next calendar year (January through August [ April ]).

(4) After adjusting the average per diem cost for each IMD provider, the average per diem costs of all IMD providers remaining in the database are arrayed from high to low. The median (50th percentile) average per diem cost is selected as the prospective reimbursement for the future reimbursement period. If the 50th percentile falls between IMD providers, then the immediately higher average per diem cost will be selected as the reimbursement. The prospective reimbursement rate is compared to the Support, Maintenance and Treatment (SMT) rate. All IMD providers will be paid the lower of the prospective rate or SMT rate [ this reimbursement ] for each day during the next reimbursement period that IMD services are provided to an eligible individual.

(d) Financial Audits. Financial audits are performed periodically on all IMD providers. IMD providers have the right to appeal exclusions and adjustments to cost reports according to TDMHMR's informal reviews and administrative hearings process [ contained in §355.707 of this title (relating to Informal Reviews and Administrative Hearings ]).

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 March 15, 2004.

TRD-200401913

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: April 25, 2004

For further information, please call: (512) 424-6576


Subchapter J. PURCHASED HEALTH SERVICES

6. RURAL HEALTH CLINICS

1 TAC §355.8101

The Texas Health and Human Services Commission (HHSC) proposes amendments to §355.8101, concerning Reimbursement Methodology for Rural Health Clinics (RHCs). The purpose of this revision is to allow a Prospective Payment System (PPS) rate to be calculated for an RHC that does not have an audited cost report from its Medicare Intermediary for its 1999 and/or 2000 fiscal years.

Tom Suehs, Deputy Executive Commissioner for Financial Services, has determined that, for the first five-year period the amendment is in effect, there are no fiscal implications for state government as a result of enforcing or administering the section. There are no fiscal implications for local governments as a result of enforcing or administering the section.

David Palmer, Director of Rate Setting and Actuarial Services, has determined that during the first five years the proposed section is in effect, the public benefit anticipated as a result of enforcing the section is increased provider understanding of the reimbursement methodology. There is no adverse economic effect on small or micro-businesses as a result of enforcing or administering the proposed amendment. There is no anticipated economic cost to persons who are required to comply with the proposed amendment. There is no anticipated effect on local employment in geographic areas affected by this section.

Questions about the content of this proposal may be directed to Nancy Kimble (telephone: 512-491-1363; FAX: 512-491-1983) in HHSC Rate Setting for Acute Care Services. Written comments on the proposal may be submitted to Ms. Kimble via facsimile or mail to HHSC Rate Setting for Acute Care Services, Mail Code H-410, 1100 West 49th Street, Austin, TX 78756-3101, within 30 days of publication in the Texas Register . Copies of the proposal will also be made available for public review at the local offices of the Texas Department of Human Services.

A public hearing is scheduled for Wednesday, April 14, 2004, from 10:30 am until 11:30 am. The hearing will be held in the Davis Mountains Conference Room of the Braker Center, Building H, 11209 Metric Boulevard, Austin, Texas 78758-4021.

Under §2007.003(b) of the Government Code, HHSC has determined that Chapter 2007 of the Government Code does not apply to this rule. Accordingly, HHSC is not required to complete a takings impact assessment regarding this rule.

The amendment is proposed under the Texas Government Code, §531.033, which authorizes the commissioner of HHSC to adopt rules necessary to carry out the commission's duties, and §531.021(b), which established HHSC as the agency responsible for adopting reasonable rules governing the determination of fees, charges, and rates for medical assistance payments under the Human Resources Code, Chapter 32.

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

§355.8101.Reimbursement.

(a) Prospective Payment System. Rural health clinics (RHCs) employing the Prospective Payment System (PPS) methodology, in accordance with section 1902(aa) of the Social Security Act as amended by the Benefits Improvement and Protection Act (BIPA) of 2000 (42 U.S.C. §1396a(aa)) effective for the RHC's fiscal year that includes dates of service occurring January 1, 2001, and after, RHCs will be reimbursed a PPS per visit rate for Medicaid-covered services. There will no longer be a cost settlement for RHCs for dates of service on or after January 1, 2001.

(1) The PPS per visit rate for both hospital-based and freestanding RHCs will be calculated based on one hundred percent (100%) of the average of the RHC's reasonable costs for providing Medicaid-covered services as determined from audited cost reports for the RHC's 1999 and 2000 fiscal years. The PPS per visit rates will be calculated by adding the total audited reimbursable costs as determined from the 1999 and 2000 cost reports and dividing by the total audited visits for these same two periods. In the event an audited cost report will not be received from the Medicare Intermediary, the PPS per visit rate for both hospital-based and freestanding RHCs will be calculated based on one hundred percent (100%) of the average of the RHC's reasonable costs for providing Medicaid-covered services as determined from audited or unaudited cost reports for the RHC's 1999 and 2000 fiscal years.

(2) For hospital-based RHCs, an interim PPS per visit rate for each RHC will be calculated based upon the encounter rate from the latest finalized cost report settlement, adjusted as provided for in paragraph (7) of this subsection . For freestanding RHCs, the interim PPS per visit rate for each RHC will be based upon the per visit rate in the Medicaid payment system as of December 31, 2000, adjusted as provided for in paragraph (7) of this subsection. When HHSC has determined a final PPS rate, interim payments will be reconciled back to January 1, 2001.

(3) Reasonable costs, as used in setting the interim PPS rate, the PPS rate or any subsequent effective rate, is defined as those costs that are allowable under Medicare Cost Principles as outlined in 42 CFR part 413. The cost limits that were in place on December 31, 2000, shall be maintained in determining reasonable costs. Reasonable costs shall not include unallowable costs.

(4) Unallowable costs are expenses that are incurred by an RHC and that are not directly or indirectly related to the provision of covered services according to applicable laws, rules, and standards. An RHC may expend funds on unallowable cost items, but those costs must not be included in the cost report/survey, and they are not used in calculating a rate determination. Unallowable costs include, but are not necessarily limited to, the following:

(A) compensation in the form of salaries, benefits, or any form of compensation given to individuals who are not directly or indirectly related to the provision of covered services;

(B) personal expenses not directly related to the provision of covered services;

(C) management fees or indirect costs that are not derived from the actual cost of materials, supplies, or services necessary for the delivery of covered services, unless the operational need and cost effectiveness can be demonstrated;

(D) advertising expenses other than those for advertising in the telephone directory yellow pages, for employee or contract labor recruitment, and for meeting any statutory or regulatory requirement;

(E) business expenses not directly related to the provision of covered services. For example, expenses associated with the sale or purchase of a business or expenses associated with the sale or purchase of investments;

(F) political contributions;

(G) depreciation and amortization of unallowable costs, including amounts in excess of those resulting from the straight line depreciation method; capitalized lease expenses, less any maintenance expenses, in excess of the actual lease payment; and goodwill or any excess above the actual value of the physical assets at the time of purchase. Regarding the purchase of a business, the depreciable basis will be the lesser of the historical but not depreciated cost to the previous owner or the purchase price of the assets. Any depreciation in excess of this amount is unallowable;

(H) trade discounts and allowances of all types, including returns, allowances, and refunds received on purchases of goods or services. These are reductions of costs to which they relate and thus, by reference, are unallowable;

(I) donated facilities, materials, supplies, and services including the values assigned to the services of unpaid workers and volunteers whether directly or indirectly related to covered services, except as permitted in 42 C.F.R. Part 413;

(J) dues to all types of political and social organizations, and to professional associations whose functions and purpose are not reasonably related to the development and operation of patient care facilities and programs, or the rendering of patient care services;

(K) entertainment expenses except those incurred for entertainment provided to the staff of the RHC as an employee benefit. An example of entertainment expenses is lunch during the provision of continuing medical education on-site;

(L) board of director's fees, including travel costs and meals provided for these directors;

(M) fines and penalties for violations of statutes, regulations, and ordinances of all types;

(N) fund raising and promotional expenses except as noted in subparagraph (D) of this subsection;

(O) interest expenses on loans pertaining to unallowable items, such as investments. Also the interest expense on that portion of interest paid that is reduced or offset by interest income;

(P) insurance premiums pertaining to items of unallowable cost;

(Q) any accrued expenses that are not a legal obligation of the provider or are not clearly enumerated as to dollar amount;

(R) mileage expense exceeding the current reimbursement rate set by the federal government for its employee travel;

(S) cost for goods or services that are purchased from a related party and which exceed the original cost to the related party;

(T) out-of-state travel expenses not related to the provision of covered services, except out-of-state travel expenses for training courses that increase the quality of medical care and/or the operating efficiency of the RHC;

(U) over-funding contributions to self-insurance funds that do not represent payments based on current liabilities;

(5) A visit is a face-to-face encounter between an RHC patient and a physician, physician assistant, advanced nurse practitioner, certified nurse-midwife, visiting nurse, or clinical nurse practitioner. Encounters with more than one health professional and multiple encounters with the same health professional that take place on the same day and at a single location constitute a single visit, except where one of the following conditions exists:

(A) after the first encounter, the patient suffers illness or injury requiring additional diagnosis or treatment; or

(B) the RHC patient has a medical visit and an "other" health visit.

(6) A visit is a face-to-face encounter between an RHC patient and a physician, physician assistant, advanced nurse practitioner, certified nurse mid-wife, visiting nurse, or clinical nurse practitioner. An "other" health visit includes, but is not limited to, a face-to-face encounter between an RHC patient and a clinical social worker.

(7) Effective for each RHC's fiscal year that includes dates of services occurring on or after October 1, 2001, subsequent increases in an RHC's PPS per visit rate or the effective rate shall be the rate of change in the Medicare Economic Index (MEI) for Primary Care.

(8) The effective rate is the rate paid to the RHC for the current fiscal year. The effective rate equals the base rate plus the MEI for each of the RHC's fiscal years since the setting of its PPS rate. The effective rate shall be calculated at the start of each RHC's fiscal year and shall be applied prospectively for that fiscal year.

(9) An adjustment shall be made to the effective rate if change is due to a change in scope. An RHC or HHSC may request an adjustment of the effective rate equal to one hundred percent (100%) of reasonable costs by the filing of a cost report and the necessary documentation to support a claim that the RHC has undergone a change in scope. A cost report, filed to request an adjustment in the effective rate, may be filed at any time during an RHC's fiscal year but no later than five (5) calendar months after the end of the RHC's fiscal year. All requests for adjustment in the RHC's effective rate must include at least 6 months of financial data. Any effective rate adjustment granted as a result of such a filing must be completed within sixty (60) days of receipt of a workable cost report and documentation supporting the RHC's claim that it has undergone a change in scope. Within sixty (60) days of submitting a workable cost report, HHSC or its designee shall make a determination regarding a new effective rate. The new effective rate shall become effective the first day of the month immediately following its determination. All subsequent increases shall be calculated using the adjusted effective rate.

(10) Any request to adjust an effective rate must be accompanied by documentation showing that the RHC has had a change in scope.

(11) A change in scope of services provided by an RHC includes the addition or deletion of a service or a change in the magnitude, intensity, or character of services currently offered by an RHC or one of the RHC's sites. A change in scope includes:

(A) an increase in service intensity attributable to changes in the types of patients served, including but not limited to, HIV/AIDS, the homeless, elderly, migrant, other chronic diseases or special populations;

(B) any changes in services or provider mix provided by an RHC or one of its sites;

(C) changes in operating costs that have occurred during the fiscal year and that are attributable to capital expenditures, including new service facilities or regulatory compliance;

(D) Changes in operating costs attributable to changes in technology or medical practices at the RHC;

(E) indirect medical education adjustments and a direct graduate medical education payment that reflects the costs of providing teaching services to interns and residents; or

(F) any changes in scope approved by the Health Resources and Service Administration (HRSA).

(12) A workable cost report includes the following:

(A) for a hospital-based RHC, complete HCFA Form 2552 and HCFA Form 339 with certification by an officer or administrator including:

(i) M-1 (analysis of provider-based RHC costs);

(ii) M-2 (allocation of overhead to RHC services);

(iii) M-3 (calculation of reimbursement settlement for RHC services);

(iv) M-5 (analysis of payments to hospital-based RHC services rendered to program beneficiaries);

(v) S-8 (statistical data/information purposes);

(vi) RHC net expenses for allocation of costs for services rendered on or after January 1, 1998, reported on the hospital's worksheet A, column 7 traced properly to the RHC's total facility costs on line 32, column 7 on M-1 worksheet; and

(vii) hospital's overhead worksheet expenses allocated to each of the hospital-based RHC cost centers on worksheet B, Part I (column 27 minus column 0) traced properly to line 15, column 5 on M-2 worksheet for each hospital-based RHC.

(B) for a freestanding RHC, a complete HCFA 222 Form and HCFA 339 Form with certification by an officer of administrator.

(13) Once the base rate for an RHC has been calculated, the RHC will be paid its effective rate without the need to file a cost report. Except as specified in paragraph (14) of this subsection, a cost report will be required only if the RHC is seeking to adjust its effective rate as an RHC.

(14) New RHCs will file a projected cost report within 90 days of their designation to establish an initial payment rate. The cost report will contain the RHC's reasonable costs anticipated to be incurred during the RHC's initial fiscal year. The RHC will file a cost report within five (5) months of the end of the RHC's initial fiscal year. The cost settlement must be completed within six (6) months of receipt of a cost report. The cost per visit rate established by the cost settlement process shall be the base rate. Any subsequent increases will be calculated as provided herein. A new RHC location established by an existing RHC participating in the Medicaid program will receive the same effective rate as the RHC establishing the new location. An RHC establishing a new location may request an adjustment to its effective rate as provided herein if its costs have increased as a result of establishing a new location.

(15) In the event that the total amount paid to an RHC by a managed care organization is less than the amount the RHC would receive under PPS, the state will reimburse the difference on a quarterly basis. The state's quarterly supplemental payment obligation will be determined by subtracting the baseline payment under the contract for services being provided from the effective rate without regard to the effects of financial incentives that are linked to utilization outcomes, reductions in patient cost, or bonuses.

(16) An RHC shall submit a copy of its audited Medicare cost report to HHSC within 15 days of receipt.

(b) Alternative Payment System. RHCs employing the alternative to the PPS methodology in accordance with section 1902(aa) of the Social Security Act as amended by the Benefits Improvement and Protection Act (BIPA) of 2000 (42 U.S.C. §1396a(aa)) effective for the RHC fiscal year that includes dates of service occurring January 1, 2001, and after, will be reimbursed a per visit rate for Medicaid-covered services. There will no longer be a cost settlement for RHCs for dates of service on or after January 1, 2001.

(1) Written and signed agreements will be obtained from all RHC providers agreeing to the alternative methodology.

(2) The alternative PPS per visit rate for both hospital-based and freestanding RHCs will be calculated based on one hundred percent (100%) of the average of the RHC's reasonable costs for providing Medicaid - covered services as determined from audited cost reports for the RHC's 1999 and 2000 fiscal years. The alternative PPS per visit rates will be calculated by adding the total audited reimbursable costs as determined from the 1999 and 2000 cost reports and dividing the total audited visits for these same two periods. In the event an audited cost report will not be received from the Medicare Intermediary, the alternative PPS per visit rate for both hospital-based and freestanding RHCs will be calculated based on one hundred percent (100%) of the average of the RHC's reasonable costs for providing Medicaid-covered services as determined from audited or unaudited cost reports for the RHC's 1999 and 2000 fiscal years. The per visit rate using this alternative methodology will provide reimbursement equal to or greater than what would have occurred under PPS.

(3) For hospital-based RHCs, an interim alternative PPS per visit rate for each RHC will be calculated based upon the encounter rate from the latest cost report settlement, adjusted as provided for in paragraph (8) of this subsection. For freestanding RHCs, the interim alternative PPS per visit rate for each RHC will be based upon the per visit rate in the Medicaid payment system as of December 31, 2000, adjusted as provided for in paragraph (8) of this subsection. When HHSC has determined a final alternative PPS rate, interim payments will be reconciled back to January 1, 2001. Adjustments will be made only if the interim payments are less than what would have occurred under PPS.

(4) Reasonable costs, as used in setting the interim alternative PPS rate, the alternative PPS rate or any subsequent effective rate, is defined as those costs that are allowable under Medicare Cost Principles as outlined in 42 C.F.R. part 413. The cost limits that were in place on December 31, 2000, shall be maintained in determining reasonable costs. Reasonable costs shall not include unallowable costs.

(5) Unallowable costs are expenses that are incurred by an RHC and that are not directly or indirectly related to the provision of covered services according to applicable laws, rules, and standards. An RHC may expend funds on unallowable cost items, but those costs must not be included in the cost report/survey, and they are not used in calculating a rate determination. Unallowable costs include, but are not necessarily limited to, the following:

(A) compensation in the form of salaries, benefits, or any form of compensation given to individuals who are not directly or indirectly related to the provision of covered services;

(B) personal expenses not directly related to the provision of covered services;

(C) management fees or indirect costs that are not derived from the actual cost of materials, supplies, or services necessary for the delivery of covered services, unless the operational need and cost effectiveness can be demonstrated;

(D) advertising expenses other than those for advertising in the telephone directory yellow pages, for employee or contract labor recruitment, and for meeting any statutory or regulatory requirement;

(E) business expenses not directly related to the provision of covered services. For example, expenses associated with the sale or purchase of a business or expenses associated with the sale or purchase of investments;

(F) political contributions;

(G) depreciation and amortization of unallowable costs, including amounts in excess of those resulting from the straight line depreciation method; capitalized lease expenses, less any maintenance expenses, in excess of the actual lease payment; and goodwill or any excess above the actual value of the physical assets at the time of purchase. Regarding the purchase of a business, the depreciable basis will be the lesser of the historical but not depreciated cost to the previous owner or the purchase price of the assets. Any depreciation in excess of this amount is unallowable;

(H) trade discounts and allowances of all types, including returns, allowances, and refunds received on purchases of goods or services. These are reductions of costs to which they relate and thus, by reference, are unallowable;

(I) donated facilities, materials, supplies, and services including the values assigned to the services of unpaid workers and volunteers whether directly or indirectly related to covered services, except as permitted in 42 C.F.R. part 413;

(J) dues to all types of political and social organizations, and to professional associations whose functions and purpose are not reasonably related to the development and operation of patient care facilities and programs, or the rendering of patient care services;

(K) entertainment expenses except those incurred for entertainment provided to the staff of the RHC as an employee benefit. An example of entertainment expenses is lunch during the provision of continuing medical education on-site;

(L) board of director's fees, including travel costs and meals provided for these directors;

(M) fines and penalties for violations of statutes, regulations, and ordinances of all types;

(N) fund raising and promotional expenses except as noted in subparagraph (D) of this subsection;

(O) interest expenses on loans pertaining to unallowable items, such as investments. Also the interest expense on that portion of interest paid that is reduced or offset by interest income;

(P) insurance premiums pertaining to items of unallowable cost;

(Q) any accrued expenses that are not a legal obligation of the provider or are not clearly enumerated as to dollar amount;

(R) mileage expense exceeding the current reimbursement rate set by the federal government for its employee travel;

(S) cost for goods or services that are purchased from a related party and which exceed the original cost to the related party;

(T) out-of-state travel expenses not related to the provision of covered services, except out-of-state travel expenses for training courses that increase the quality of medical care and/or the operating efficiency of the RHC;

(U) over-funding contributions to self-insurance funds that do not represent payments based on current liabilities;

(6) A visit is a face-to-face encounter between an RHC patient and a physician, physician assistant, advanced nurse practitioner, certified nurse-midwife, visiting nurse, or clinical nurse practitioner. Encounters with more than one health professional and multiple encounters with the same health professional that take place on the same day and at a single location constitute a single visit, except where one of the following conditions exists:

(A) after the first encounter, the RHC patient suffers illness or injury requiring additional diagnosis or treatment; or

(B) the RHC patient has a medical visit and an "other" health visit.

(7) A visit is a face-to-face encounter between an RHC patient and a physician, physician assistant, advanced nurse practitioner, certified nurse mid-wife, visiting nurse, or clinical nurse practitioner. An "other" health visit includes, but is not limited to, a face-to-face encounter between an RHC patient and a clinical social worker.

(8) Effective for each RHC's fiscal year that includes dates of services occurring on or after October 1, 2001, subsequent increases in an RHC's alternative PPS per visit rate or the effective rate shall be the rate of change in the MEI for Primary Care.

(9) The effective rate is the rate paid to the RHC for the current fiscal year. The effective rate equals the base rate plus the MEI for each of the RHC's fiscal years since the setting of its alternative PPS rate. The effective rate shall be calculated at the start of each RHC's fiscal year and shall be applied prospectively for that fiscal year.

(10) An adjustment shall be made to the effective rate if change is due to a change in scope. An RHC or HHSC may request an adjustment of the effective rate equal to one hundred percent (100%) of reasonable costs by the filing of a cost report and the necessary documentation to support a claim that the RHC has undergone a change in scope. A cost report, filed to request an adjustment in the effective rate, may be filed at any time during an RHC's fiscal year but no later than five (5) calendar months after the end of the RHC's fiscal year. All requests for adjustment in the RHC's effective rate must include at least 6 months of financial data. Any effective rate adjustment granted as a result of such a filing must be completed within sixty (60) days of receipt of a workable cost report and documentation supporting the RHC's claim that it has undergone a change in scope. Within sixty (60) days of submitting a workable cost report, HHSC or its designee shall make a determination regarding a new effective rate. The new effective rate shall become effective the first day of the month immediately following its determination. All subsequent increases shall be calculated using the adjusted effective rate.

(11) Any request to adjust an effective rate must be accompanied by documentation showing that the RHC has had a change in scope.

(12) A change in scope of services provided by an RHC includes the addition or deletion of a service or a change in the magnitude, intensity, or character of services currently offered by an RHC or one of the RHC's sites. A change in scope includes:

(A) an increase in service intensity attributable to changes in the types of patients served, including but not limited to, HIV/AIDS, the homeless, elderly, migrant, other chronic diseases or special populations;

(B) any changes in services or provider mix provided by an RHC or one of its sites;

(C) changes in operating costs that have occurred during the fiscal year and that are attributable to capital expenditures including new service facilities or regulatory compliance;

(D) changes in operating costs attributable to changes in technology or medical practices at the RHC;

(E) indirect medical education adjustments and a direct graduate medical education payment that reflects the costs of providing teaching services to interns and residents; or

(F) any changes in scope approved by the Health Resources and Service Administration (HRSA).

(13) A workable cost report includes the following:

(A) for a hospital-based RHC, complete HCFA Form 2552 and HCFA Form 339 with certification by an officer or administrator including:

(i) M-1 (analysis of provider-based RHC costs);

(ii) M-2 (allocation of overhead to RHC services);

(iii) M-3 (calculation of reimbursement settlement for RHC services);

(iv) M-5 (analysis of payments to hospital-based RHC services rendered to program beneficiaries);

(v) S-8 (statistical data/information purposes);

(vi) RHC net expenses for allocation of costs for services rendered on or after January 1, 1998, reported on the hospital's worksheet A, column 7 traced properly to the RHC's total facility costs on line 32, column 7 on M-1 worksheet; and

(vii) hospital's overhead worksheet expenses allocated to each of the hospital-based RHC cost centers on worksheet B, Part I (column 27 minus column 0) traced properly to line 15, column 5 on M-2 worksheet for each hospital-based RHC.

(B) for a freestanding RHC, a complete HCFA 222 Form and HCFA 339 Form with certification by an officer of administrator.

(14) Once the base rate for an RHC has been calculated, the RHC will be paid its effective rate without the need to file a cost report. Except as specified in paragraph (15) of this subsection, a cost report will be required only if the RHC is seeking to adjust its effective rate as an RHC.

(15) New RHCs must file a projected cost report within 90 days of their designation to establish an initial payment rate. The cost report will contain the RHC's reasonable costs anticipated to be incurred during the RHC's initial fiscal year. The RHC will file a cost report within five (5) months of the end of the RHC's initial fiscal year. The cost settlement must be completed within six (6) months of receipt of a cost report. The cost per visit rate established by the cost settlement process will be the base rate. Any subsequent increases will be calculated as provided herein. A new RHC location established by an existing RHC participating in the Medicaid program will receive the same effective rate as the RHC establishing the new location. An RHC establishing a new location may request an adjustment to its effective rate as provided herein if its costs have increased as a result of establishing a new location.

(16) In the event that the total amount paid to an RHC by a managed care organization is less than the amount that the RHC would receive under the alternative PPS, the state will reimburse the difference on a quarterly basis. The state's quarterly supplemental payment obligation will be determined by subtracting the baseline payment under the contract for services being provided from the effective rate without regard to the effects of financial incentives that are linked to utilization outcomes, reductions in patient cost, or bonuses.

(17) An RHC shall submit a copy of its audited Medicare cost report to HHSC within 15 days of receipt.

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 March 15, 2004.

TRD-200401914

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: April 25, 2004

For further information, please call: (512) 424-6576


16. SCHOOL HEALTH AND RELATED SERVICES

1 TAC §355.8301

The Texas Health and Human Services Commission (HHSC) proposes amendments to §355.8301, concerning Reimbursement Methodology for School Health and Related Services (SHARS). One purpose of these amendments is to provide a reimbursement methodology for services provided in group settings (e.g., counseling, physical therapy, occupational therapy, and school health services). A second purpose is to provide a reimbursement methodology for services provided by licensed/certified assistants (e.g., Licensed Physical Therapist Assistants and Certified Occupational Therapist Assistants). Another purpose is to provide a reimbursement methodology for school health services provided by a Licensed Vocational Nurse (LVN) or Licensed Practical Nurse (LPN), as well as school health services provided by an unlicensed person through proper delegation from a Registered Nurse (RN). Additionally, the amendments add a reimbursement methodology for personal care services, including transportation aide services.

Tom Suehs, Deputy Executive Commissioner for Financial Services, has determined that, for the first five-year period the amendment is in effect, there are no fiscal implications for state government, but there are fiscal implications for federal government as a result of enforcing or administering the section since SHARS providers are school districts and charter schools which certify the expenditure of the state portion of the reimbursement for these services. There are fiscal implications for local governments as a result of enforcing or administering the section since SHARS providers are school districts and charter schools that are considered local governments.

The effect on federal government for the first five-year period the sections are in effect is an estimated increase in expenditures of $22,316,893 for each fiscal year (FY) from FY2005 through FY2009.

David Palmer, Director of Rate Setting and Actuarial Services, has determined that during the first five years the proposed section is in effect, the public benefit anticipated as a result of enforcing the sections is increased provider understanding of the reimbursement methodology. There is no adverse economic effect on small or micro-businesses as a result of enforcing or administering the proposed amendment. There is no anticipated economic cost to persons who are required to comply with the proposed amendment. There is no anticipated effect on local employment in geographic areas affected by this section.

Questions about the content of this proposal may be directed to Nancy Kimble (telephone: 512-491-1363; FAX: 512-491-1983) in HHSC Rate Setting for Acute Care Services. Written comments on the proposal may be submitted to Ms. Kimble via facsimile or mail to HHSC Rate Setting for Acute Care Services, Mail Code H-410, 1100 West 49th Street, Austin, TX 78756-3101, within 30 days of publication in the Texas Register . Copies of the proposal will also be made available for public review at the local offices of the Texas Department of Human Services.

A public hearing is scheduled for Wednesday, April 14, 2004, from 1:30 pm until 2:30 pm. The hearing will be held in the Davis Mountains Conference Room of the Braker Center, Building H, 11209 Metric Boulevard, Austin, Texas 78758-4021.

Under §2007.003(b) of the Government Code, HHSC has determined that Chapter 2007 of the Government Code does not apply to this rule. Accordingly, HHSC is not required to complete a takings impact assessment regarding this rule.

The amendment is proposed under the Texas Government Code, §531.033, which authorizes the commissioner of HHSC to adopt rules necessary to carry out the commission's duties, and §531.021(b), which established HHSC as the agency responsible for adopting reasonable rules governing the determination of fees, charges, and rates for medical assistance payments under the Human Resources Code, Chapter 32.

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

§355.8301.Reimbursement.

(a) The Texas Health and Human Services Commission (HHSC) or its designee reimburses [ Department of Health (department) will reimburse ] enrolled providers for [ such as Texas school districts and school district cooperatives ] providing school health and related services to Medicaid-eligible students [ Medicaid eligible children ] with disabilities. HHSC or its designee calculates [ The department determines ] reimbursement rates at least once every five years for school health and related services (SHARS), with [ . However, ] adjustments [ will be ] made for inflation annually for those years when reimbursement rates are not calculated [ as provided in subsection (b)(5) of this section ]. These rates are:

(1) prospective; and

(2) cost related . [ ; and ]

[(3) reflect the cost of efficient service provision.]

(b) Basis for rate analysis.

(1) Because the services named in §354.1341(d)(1)-(9) [ §29.2601(d)(1)-(9) ] of this title (relating to Benefits and Limitations) were [ are ] comparable to those included in §621.23(5)(C)-(E) [ §33.503 ] of Title 25 [ this title ] (relating to Service Delivery Requirements for Comprehensive Services) for the Early Childhood Intervention (ECI) program [ Reimbursable Services for the Early Childhood Intervention (ECI) Medicaid Initiative ], initial rates were [ have been ] derived from data collected as a part of the ECI program rate setting process prior to October 1, 1994 .

(2) For subsequent periods, HHSC or its designee [ the department ] will collect cost data from a representative sample of providers as reported to the Texas Education Agency (TEA) through the Public Education Information Management System (PEIMS), the Foundation School Program (FSP), the Medicaid Administration Claims (MAC) program, and/or other auditable sources. These [ This ] data [ will ] contain the direct costs associated with delivery of SHARS [ school health and related services ], the indirect program costs associated with service delivery, and general and administrative costs associated with the management of the facility and program. [ These cost reports will be subject to the general guidelines for review and edit outlined in 40 TAC §24.102 and §24.201 (concerning Methodology and Basic Objectives and Criteria for Desk Review of Cost Reports). ]

(3) The costs from the historical cost-reporting period are adjusted to the prospective rate period using reasonable and appropriate methods for projecting costs as determined by HHSC or its designee. HHSC or its designee may utilize a general cost inflation index obtained from a reputable independent professional source and, where HHSC or its designee deems appropriate and pertinent data are available, develop and/or utilize several cost-specific and program-specific inflation indices, as follows.

(A) HHSC or its designee utilizes the Implicit Price Deflator (IPD) for Government Consumption Expenditures and Gross Investment for State and Local Governments as the general cost inflation index.

(B) HHSC or its designee may use specific indices in place of the general cost inflation index specified in subparagraph (A) of this paragraph when appropriate cost-specific or program-specific cost indices are available. The specific indices that HHSC or its designee may use include, but are not limited to, the following:

(i) Federal Insurance Contributions Act (FICA) or Social Security taxes, including Old Age, Survivors, and Disability Insurance (OASDI) and Medicare taxes, are set by federal statute. The inflation rate for these taxes is the average tax rate, or average tax per payroll dollar, during the prospective reimbursement period divided by the average tax rate, or average tax per payroll dollar, during each provider's reporting period.

(ii) The unemployment tax inflation index is based on unemployment insurance payroll taxes in accordance with the Federal Unemployment Tax Act (FUTA) and the Texas Unemployment Compensation Act (TUCA) rates and is the average tax rate during the prospective reimbursement period divided by the average tax rate during each provider's reporting period.

(iii) Inflation factors for salaries of clinicians, certified/licensed assistants, school health aides, and personal care attendants are based on wage survey data pertaining to specific types of staff in Texas when HHSC or its designee has determined that reliable data of this kind are available for specific services.

[(3) Concomitant with the cost data collection, a time study will be conducted to capture the distribution of service provider staff time in delivery of each of the services covered under school health and related services. This will include direct face-to-face contact with the client, indirect time spent in relation to a direct service delivery, and time spent on administrative/educational/supervisory activities. Updates of time study will coincide with the cost report process.]

(4) Providers participating in the MAC program are required to provide quarterly time study information. The information includes time information for clinicians, certified/licensed assistants, and school health aides delivering the following SHARS: audiology, counseling, occupational therapy, physical therapy, psychological services, speech therapy, assessment and school health services. Costs for these services are properly allocated to each unit of service based upon the results of the MAC program quarterly time study information, resulting in a cost per unit of service for each district for each of the listed services. Other personnel delivering SHARS who are not required to provide quarterly time study information for the MAC program (e.g., personal care attendants) will be required to provide time study information for one quarter for the calculation of reimbursement rates for services provided by them.

(A) For services provided in an individual setting by the licensed or certified clinician, the cost per unit of service for each type of clinician is arrayed from low to high, with the median cost per unit of service selected as the recommended rate for that service. For services provided in an individual setting by a licensed or certified assistant, the cost per unit of service for each type of licensed or certified assistant is arrayed from low to high, with the median cost per unit of service selected as the recommended rate for that service.

(B) For services provided in a group setting by the licensed or certified clinician, the recommended rate for the service provided by the licensed or certified clinician in an individual setting is divided by the average number of clients in a group, based on a study of a representative sample of the services provided in group settings. For services provided in a group setting by a licensed or certified assistant, the recommended rate for the service provided by the licensed or certified assistant in an individual setting is divided by the average number of clients in a group, based on a study of a representative sample of the services provided in group settings.

(C) For school health services, recommended rates are calculated for services provided in an individual or group setting by a Registered Nurse (RN), a Licensed Vocational Nurse (LVN) or a Licensed Practical Nurse (LPN), and by an unlicensed person to whom the task has been properly delegated by an RN in accordance with Subparagraphs A and B of this paragraph.

(D) Medication administration will be reimbursed either under school health services as a service provided by an RN, LVN or LPN, or unlicensed person to whom the task has been properly delegated by an RN or under a separate reimbursement rate calculated per dose as a percentage of the recommended rate for services provided by an RN, LVN or LPN, or unlicensed person to whom the task has been properly delegated by an RN, depending on the service requirements of the student. The initial percentage effective September 1, 2004, is 20%, based on a time study of the length of time required by RNs to administer medication by dose.

[(4) Costs will be assigned to each face-to-face service episode to reflect the time spent in both direct service delivery and indirect activities in relation to the direct service delivery. ]

(5) Since time for medical services staff is not covered by the MAC program quarterly time study information and since most of these services are delivered by contracted staff, the recommended rate per unit of service is based on a survey of the average cost per provider per unit of service for these services. The average cost per provider per unit of service is arrayed from low to high, with the median cost per unit of service selected as the recommended rate for medical services.

[(5) Costs will be adjusted from the cost reporting period to the prospective period in accordance with the procedures contained in 40 TAC §24.301 (concerning Determination of Inflation Indices).]

[(6) Cost per service type may be analyzed by such factors as type of staff delivering the service, environment in which the service is delivered and geographic area to determine the need for multiple rates for a specific service. The intent is to establish a single rate per service type statewide unless the above analyses demonstrate compelling evidence to do otherwise. ]

[(7) For each category for which a rate is to be set, the costs will be arrayed from low to high and a rate approximating the median cost in the category will be selected as the recommended rate for the category.]

(6) [ (8) ] Reimbursement for special transportation services is [ will be ] based on a rate per student round trip , with student round trip being defined as one Medicaid-eligible student requiring special transportation services, picked up at home or school, delivered to a location where an approved Medicaid service is provided, and delivered back to home or school. The recommended rate for special transportation services is primarily based upon costs and statistics reported by districts in the FSP report. The costs per district per student round trip is calculated and arrayed from low to high, with the median cost per unit of service selected as the recommended rate per student round trip for special transportation services .

(c) Unallowable costs are defined as those expenses incurred by a provider that are neither directly or indirectly related to the provision of contracted services according to applicable laws, rules, and standards. Unallowable costs are not used in calculating recommended rates. Providers have the right to notice of exclusions and disallowances made during the conduct of desk reviews [ audits ] or on-site audits of the costs, statistics, time study information and any other information used in the calculation of reimbursement rates for school health and related services [ as specified in 40 TAC §24.401 (concerning Notification) ]. Providers may request an informal review and, if necessary, an administrative hearing of any exclusion or disallowance [ of the action ] taken by HHSC or its designee during the conduct of desk reviews or on-site audits [ the department. The procedures to be followed are set forth in 40 TAC §24.601 (concerning Reviews and Administrative Hearings) ].

(d) HHSC or its designee may adjust reimbursement rates for SHARS when federal or state laws, rules, regulations, policies, or guidelines are adopted, promulgated, judicially interpreted, or otherwise changed in ways that can reasonably be expected to effect allowable costs. HHSC or its designee may also adjust reimbursement rates when changes in economic factors significantly affect allowable costs. Any of these adjustments may result in increases or decreases in the reimbursement rates.

[(d) The actions described in this section necessary to establish rates for school health and related services will be performed by the department or its designee.]

[(e) In accordance with 40 TAC §24.501 (concerning Adjusting Rates When New Legislation, Regulation, or Economic Factors Affect Costs), rates may be adjusted to reflect changes in legislation, regulations, or economic factors.]

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 March 15, 2004.

TRD-200401915

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: April 25, 2004

For further information, please call: (512) 424-6576


33. INDIAN HEALTH SERVICES

1 TAC §355.8620

The Texas Health and Human Services Commission (HHSC) proposes new §355.8620, concerning Reimbursement Methodology for Outpatient Services Provided in Indian Health Service/Tribal 638 Health Facilities. The purpose of this new section is to allow the state to receive 100% federal medical assistance percentage (FMAP) reimbursement for outpatient services provided to Native American Medicaid beneficiaries in qualified facilities.

Tom Suehs, Deputy Executive Commissioner for Financial Services, has determined that, for the first five-year period the new section is in effect, there are fiscal implications for state government as a result of enforcing or administering the section. There are no fiscal implications for local governments as a result of enforcing or administering the section.

The effect on state government for the first five-year period the section is in effect is an estimated cost savings of $618 in fiscal year (FY) 2004 (3 months); $3,150 in FY 2005; $3,150 in FY 2006; $3,150 in FY 2007; and $3,150 in FY 2008.

David Palmer, Director of Rate Setting and Actuarial Services, has determined that during the first five years the proposed section is in effect, the public benefit anticipated as a result of enforcing the section is increased provider understanding of the reimbursement methodology. There is no adverse economic effect on small or micro-businesses as a result of enforcing or administering the proposed section. There is no anticipated economic cost to persons who are required to comply with the proposed section. There is no anticipated effect on local employment in geographic areas affected by this section.

Questions about the content of this proposal may be directed to Nancy Kimble (telephone: 512-491-1363; FAX: 512-491-1983) in HHSC Rate Setting for Acute Care Services. Written comments on the proposal may be submitted to Ms. Kimble via facsimile or mail to HHSC Rate Setting for Acute Care Services, Mail Code H-410, 1100 West 49th Street, Austin, TX 78756-3101, within 30 days of publication in the Texas Register . Copies of the proposal will also be made available for public review at the local offices of the Texas Department of Human Services.

A public hearing is scheduled for Wednesday, April 14, 2004, from 9:30 am until 10:30 am. The hearing will be held in the Davis Mountains Conference Room of the Braker Center, Building H, 11209 Metric Boulevard, Austin, Texas 78758-4021.

Under §2007.003(b) of the Government Code, HHSC has determined that Chapter 2007 of the Government Code does not apply to this rule. Accordingly, HHSC is not required to complete a takings impact assessment regarding this rule.

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

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

§355.8620.Reimbursement Methodology for Outpatient Services Provided in Indian Health Service/Tribal 638 Health Facilities.

For outpatient services provided to Native Americans by a qualified facility operated by the Indian Health Service, the applicable rate will be paid as published and specified by the Office of Management and Budget (OMB) in the Federal Register.

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 March 15, 2004.

TRD-200401916

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: April 25, 2004

For further information, please call: (512) 424-6576