SECTION 260.79. Coordination of Transfers

(a) After receiving written notice from an individual or LAR of the individual's intention to transfer to another program provider, a program provider must:

(1) document in the individual's record the date the transfer request was received;

(2) coordinate transfer arrangements, including designating an effective date for transfer that is at least 14 calendar days after the date of the transfer request documented in the individual's record, with:

(A) the individual or LAR; and

(B) the receiving program provider;

(3) review and complete the Service Delivery Transfer Worksheet with the individual or LAR and the receiving program provider; and

(4) arrange with the receiving program provider to transfer the individual's personal funds, if applicable.

(b) Before the effective date of the transfer, the current program provider must submit the completed Service Delivery Transfer Worksheet to HHSC and the receiving program provider.

(c) The receiving program provider must ensure:

(1) that delivery of the individual's services is not disrupted as a result of the transfer;

(2) that a case manager meets with the individual or LAR in person within 14 calendar days after the effective date of transfer to review the Service Delivery Transfer Worksheet; and

(3) if necessary, that the case manager convenes a service planning team meeting to review and revise the IPC in accordance with the appropriate subsection of §260.77 of this subchapter (relating to Renewal and Revision of an IPP and IPC).

(d) HHSC does not authorize a change in an individual's IPC period upon the individual's transfer from one program provider to another program provider.

(e) If the individual is participating in the CDS option and intends to transfer to another FMSA, the transferring and receiving FMSAs must also follow the process described in 40 TAC §41.403 (relating to Transfer Process).

Source Note: The provisions of this §260.79 adopted to be effective February 26, 2023, 48 TexReg 896