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RULE §350.1017Periodic Reviews

(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 other participants.

(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 months.

(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 continued services.

(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.

Source Note: The provisions of this §350.1017 adopted to be effective March 7, 2015, 40 TexReg 939; amended to be effective June 30, 2019, 44 TexReg 3280; transferred effective March 1, 2021, as published in the Texas Register February 5, 2021, 46 TexReg 941

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