|(a) Each periodic review must be conducted by individuals
who meet the requirements in 34 CFR §303.343(b) (relating to
IFSP Team meetings and periodic reviews) and be completed in compliance
with 34 CFR §303.342(b) (relating to Procedures for IFSP development,
review, and evaluation). The periodic review may be carried out by
a meeting or by another means that is acceptable to the parents and
(b) Additionally, the child's record must contain documentation
of all IFSP team members' participation in the periodic review. Participation
in the periodic review may be accomplished by a team member attending
the meeting face-to-face or by telephone or by providing input and
information in advance of the meeting. If a team member participates
by means other than a face-to-face meeting, the team member must give
the service coordinator his or her most recent observations and conclusions
about the child. The team member must document in the child's record
how this information was communicated to the service coordinator.
If the team member is an LPHA who is not providing ongoing services
to the child, he or she must have assessed the child face-to-face
within the previous 45 days.
(c) A periodic review is required at least every six
(d) Additional periodic reviews of the IFSP are conducted
more frequently than six-month intervals if requested by the parent
or other IFSP team members.
(e) The periodic review of the IFSP consists of the
following actions, which must be documented in the child's record
and be provided to the parent:
(1) a review of the child's progress toward meeting
each goal on the IFSP and the child's functional abilities related
to the goal;
(2) a review of the current developmental needs of
the child and the needs of the family related to their ability to
meet the developmental concerns and priorities;
(3) a review of the case management needs of the child
and the family;
(4) the development of new goals or the modification
of existing goals, as appropriate, that must be dated and attached
to the IFSP; and
(5) the reasons for any modification to the plan or
the rationale for not changing the plan.
(f) If the IFSP team adds transition steps and services
as part of the periodic review, the team must follow the requirements
in §108.1207(d) of this chapter (relating to Transition Planning).
(g) If the team determines that changes to the type,
intensity, or frequency of services are required:
(1) the team completes a HHSC required IFSP Services
Page and provides a copy to the parent;
(2) the team must document the rationale for:
(A) a change in intensity or frequency of a service;
(B) the addition of a new service; or
(C) the discontinuation of a service; and
(3) the contractor must continue to provide planned
early childhood intervention services not affected by the change while
the IFSP team develops the IFSP revision and gathers required signatures.
(h) If services remain the same, the documentation
must describe the rationale for making no changes and for recommending
(i) If new goals are developed, the documentation must
be provided to the parent.
(j) A change of service coordinator does not require
a periodic review.