8000, Permanency Planning

Revision 19-4; Effective September 9, 2019

The local intellectual and developmental disability authority (LIDDA) must conduct and document permanency planning for persons under age 22 years enrolling in, or currently residing in, an intermediate care facility for individuals with an intellectual disability or related conditions (ICF/IID) or Home and Community-based Services (HCS) residential setting in accordance with 40 Texas Administrative Code, Chapter 9, Subchapter D and Subchapter E.

8100 Permanency Planning Instruments

Revision 19-4; Effective September 9, 2019

The local intellectual and developmental disability authority (LIDDA) must develop permanency plans using the permanency planning instruments located on Texas Health and Human Services webpage, Permanency Planning for Children, which includes:

If a person is 18 to 22 years of age and does not have a legally authorized representative (LAR), but does have an actively-involved family member, include the actively-involved family member in permanency planning unless the person is opposed to such inclusion.

8200 Enrollment Permanency Planning

Revision 19-4; Effective September 9, 2019

For persons who are enrolling from a family-based setting into an intermediate care facility for individuals with an intellectual disability or related conditions (ICF/IID), including a state supported living center (SSLC) or a Home and Community-based Services (HCS) residential setting, the local intellectual and developmental disability authority (LIDDA) must:

  • conduct initial permanency planning using Form 2260, Permanency Planning Instrument (PPI) for Children Under 22 Years of Age (Family Directed Plan), at the time of the person’s enrollment; and
  • provide and review A Message for Families document with the person and family or LAR.

8300 Continued Permanency Planning

Revision 19-4; Effective September 9, 2019

For persons who currently reside in an intermediate care facility for individuals with an intellectual disability or related conditions (ICF/IID), including a state supported living center (SSLC) or a Home and Community-based Services (HCS) residential setting, the local intellectual and developmental disability authority (LIDDA) must:

  • conduct a review of the permanency plan and update Form 2260, Permanency Planning Instrument (PPI) for Children Under 22 Years of Age (Family Directed Plan), within six months after the initial permanency plan was conducted, and every six months after the review, until the person reaches age 22 years or the person leaves the ICF/IID or HCS residential setting to live in a family-based setting;
  • provide either an oral or written/email notice to the legally authorized representative (LAR) of a meeting to conduct a review of the person’s permanency plan no later than 21 days before the meeting date, and include a request for a response from the LAR; and
  • provide and review A Message for Families document with the person and family or LAR.

8400 Permanency Planning Reports

Revision 19-4; Effective September 9, 2019

Use the following Client Assignment and Registration (CARE) System XPTR reports to identify the persons in need of permanency planning:

  • HC021395.W, Perm. Planning – Reviews Needed;
  • HC021311.W, Perm. Planning – Reviews Not Approved; and
  • HC021393.W, Perm. Planning – Status by Person.

These CARE XPTR reports indicate persons newly identified as needing permanency planning. The local intellectual and developmental disability authority (LIDDA) has 20 days to conduct permanency planning starting the first business day a person’s name first appears on either report.

8500 Submission Requirements

Revision 19-4; Effective September 9, 2019

Submit a copy of Form 2260, Permanency Planning Instrument (PPI) for Children Under 22 Years of Age (Family Directed Plan), to the intermediate care facility for individuals with an intellectual disability or related conditions (ICF/IID) or Home and Community-based Services (HCS) provider and legally authorized representative (LAR) or family by the plan of care implementation date.

The local intellectual and developmental disability authority (LIDDA) must enter into the Client Assignment and Registration (CARE) System screen 309, Permanency Planning Review/Add/Change/Delete:

  • the initial permanency planning information within ten days after meeting with the family; and
  • the permanency planning review information within ten days after the review date.

To view the status of a permanency plan submitted in CARE, go to screen 249, PPR Approval Status View.

For persons who are younger than ten years of age, the LIDDA should email the permanency planning information (initial and reviews) encrypted to the IDD Contract Accountability and Oversight mailbox at localauthoritycao@hhsc.state.tx.us.

Questions about permanency planning in ICF/IIDs, including state supported living centers (SSLCs) and HCS may also be submitted to localauthoritycao@hhsc.state.tx.us.