Bill Text: FL S1516 | 2012 | Regular Session | Introduced
NOTE: There are more recent revisions of this legislation. Read Latest Draft
Bill Title: Agency for Persons with Disabilities
Spectrum: Bipartisan Bill
Status: (Failed) 2012-03-09 - Died in Messages [S1516 Detail]
Download: Florida-2012-S1516-Introduced.html
Bill Title: Agency for Persons with Disabilities
Spectrum: Bipartisan Bill
Status: (Failed) 2012-03-09 - Died in Messages [S1516 Detail]
Download: Florida-2012-S1516-Introduced.html
Florida Senate - 2012 SB 1516 By Senator Negron 28-01022-12 20121516__ 1 A bill to be entitled 2 An act relating to the Agency for Persons with 3 Disabilities; amending s. 393.062, F.S.; providing 4 additional legislative findings relating to the 5 provision of services for individuals who have 6 developmental disabilities; reordering and amending s. 7 393.063, F.S.; revising definitions and providing new 8 definitions for “adult day services,” “nonwaiver 9 resources,” and “waiver”; amending s. 393.065, F.S.; 10 clarifying provisions relating to eligibility 11 requirements based on citizenship and state residency; 12 amending s. 393.066, F.S.; revising provisions 13 relating to community services and treatment; 14 requiring the agency to promote partnerships and 15 collaborative efforts to enhance the availability of 16 nonwaiver services; deleting an express list of 17 services; deleting a requirement that the agency 18 promote day habilitation services for certain clients; 19 amending s. 393.0661, F.S.; revising provisions 20 relating to eligibility under the Medicaid waiver 21 redesign; providing that final tier eligibility be 22 determined at the time a waiver slot and funding are 23 available; providing criteria for moving a client 24 between tiers; deleting a cap on tier one expenditures 25 for certain clients; authorizing the agency and the 26 Agency for Health Care Administration to adopt rules; 27 deleting certain directions relating to the adjustment 28 of a client’s cost plan; providing criteria for 29 reviewing Medicaid waiver provider agreements for 30 support coordinator services; providing that a client 31 may not apply for additional funding if waiver 32 expenditures are expected to exceed the amount 33 appropriated unless the client is in crisis; deleting 34 obsolete provisions; amending s. 393.0662, F.S.; 35 providing criteria for calculating a client’s initial 36 iBudget; deleting obsolete provisions; amending s. 37 393.067, F.S.; providing that facilities that are 38 accredited by certain organizations must be inspected 39 and reviewed by the agency every 2 years; providing 40 agency criteria for monitoring licensees; amending s. 41 393.068, F.S.; conforming a cross-reference; amending 42 s. 393.11, F.S.; clarifying eligibility for 43 involuntary admission to residential services; 44 amending s. 393.125, F.S.; requiring the Department of 45 Children and Family Services to submit its hearing 46 recommendations to the agency; amending s. 393.23, 47 F.S.; providing that receipts from the operation of 48 canteens, vending machines, and other activities may 49 be used to pay client wages at sheltered workshops; 50 amending s. 409.906, F.S.; providing limitations on 51 the amount of cost sharing which may be required of 52 parents for home and community-based services provided 53 to their minor children; authorizing the adoption of 54 rules relating to cost sharing; amending s. 514.072, 55 F.S.; conforming a cross-reference; deleting an 56 obsolete provision; providing an effective date. 57 58 Be It Enacted by the Legislature of the State of Florida: 59 60 Section 1. Section 393.062, Florida Statutes, is amended to 61 read: 62 393.062 Legislative findings and declaration of intent.— 63 (1) The Legislature findsand declaresthat existing state 64 programs for the treatment of individuals with developmental 65 disabilities, which often unnecessarily place clients in 66 institutions, are unreasonably costly, are ineffective in 67 bringing theindividualclient to his or her maximum potential, 68 and are in fact debilitating to many clients. A redirection in 69 state treatment programsfor individuals with developmental70disabilitiesis therefore necessary if any significant 71 amelioration of the problems faced by such individuals isever72 to take place. Such redirection should place primary emphasis on 73 programs that prevent or reduce the severity of developmental 74 disabilities. Further,the greatestpriority shouldshallbe 75 given to the development and implementation of community-based 76 services that will enable individuals with developmental 77 disabilities to achieve their greatest potential for independent 78 and productive living,enable themto live in their own homes or 79 in residences located in their own communities, and to permit 80 them to be diverted or removed from unnecessary institutional 81 placements. This goal cannot be met without ensuring the 82 availability of community residential opportunities in the 83 residential areas of this state. The Legislature, therefore, 84 declares that individualsallpersonswith developmental 85 disabilities who live in licensed community homesshallhave a 86 family living environment comparable to that of other state 87 residentsFloridiansand that such homes mustresidences shall88 be considered and treated as a functional equivalent of a family 89 unit and not as an institution, business, or boarding home. The 90 Legislature further declares that, in developing community-based91programs and services for individuals with developmental92disabilities,private businesses, not-for-profit corporations, 93 units of local government, and other organizations capable of 94 providing needed services to clients in a cost-efficient manner 95shallbe given preference in lieu of operation of programs 96 directly by state agencies. Finally, it is the intent of the 97 Legislature thatallcaretakers who are unrelated to individuals 98 with developmental disabilities receiving careshallbe of good 99 moral character. 100 (2) The Legislature finds that in order to maximize the 101 delivery of services to individuals in the community who have 102 developmental disabilities and remain within appropriated funds, 103 service delivery must blend natural supports, community 104 resources, and state funds. The Legislature also finds that, 105 given the traditional role of state government to ensure the 106 health, safety, and welfare of state residents, state funds, 107 including waiver funds, appropriated to the agency must be 108 reserved and prioritized for those services needed to ensure the 109 health and safety of individuals with disabilities, and that 110 supplemental programs and other services be supported through 111 natural supports and community resources. To achieve this goal, 112 the Legislature intends that the agency implement policies and 113 procedures that establish the Medicaid waiver as the payor of 114 last resort for home and community-based programs and services, 115 and promote partnerships with community resources, including, 116 but not limited to, families, volunteers, nonprofit agencies, 117 foundations, places of worship, schools, community organizations 118 and clubs, businesses, local governments, and federal and state 119 agencies to provide supplemental programs and services. Further, 120 it is the intent of the Legislature that the agency develop 121 sound fiscal strategies that allow the agency to predict, 122 control, manage, and operate within available funding as 123 provided in the General Appropriations Act in order to ensure 124 that state funds are available for health and safety needs and 125 to maximize the number of clients served. It is further the 126 intent of the Legislature that the agency provide services for 127 clients residing in developmental disability centers which 128 promote the individual’s life, health, and safety and enhance 129 their quality of life. Finally, it is the intent of the 130 Legislature that the agency continue the tradition of involving 131 families, stakeholders, and other interested parties as it 132 recasts its role to become a collaborative partner in the larger 133 context of family and community-supported services while 134 developing new opportunities and supports for individuals with 135 developmental disabilities. 136 Section 2. Section 393.063, Florida Statutes, is reordered 137 and amended to read: 138 393.063 Definitions.—As used inFor the purposes ofthis 139 chapter, the term: 140 (1) “Agency” means the Agency for Persons with 141 Disabilities. 142 (2) “Adult day services” means services that are provided 143 in a nonresidential setting, separate from the home or facility 144 in which the client resides; that are intended to support the 145 participation of clients in daily, meaningful, and valued 146 routines of the community; and that may provide social 147 activities. 148 (3)(2)“Adult day training” means training services that 149 are providedwhichtake placein a nonresidential setting, 150 separate from the home or facility in which the client resides;151are intended to support the participation of clients in daily,152meaningful, and valued routines of the community; and may153include work-like settings that do not meet the definition of154supported employment. 155 (4)(3)“Autism” means a pervasive, neurologically based 156 developmental disability of extended duration which causes 157 severe learning, communication, and behavior disorders and which 158 has anwithage of onset during infancy or childhood. 159 Individuals who havewithautism exhibit impairment in 160 reciprocal social interaction, impairment in verbal and 161 nonverbal communication and imaginative ability, and a markedly 162 restricted repertoire of activities and interests. 163 (5)(4)“Cerebral palsy” means a group of disabling symptoms 164 of extended duration which results from damage to the developing 165 brain whichthatmay occur before, during, or after birth and 166 whichthatresults in the loss or impairment of control over 167 voluntary muscles. The termFor the purposes of this definition,168cerebral palsydoes not include those symptoms or impairments 169 resulting solely from a stroke. 170 (6)(5)“Client” means an individualany persondetermined 171 eligible by the agency for services under this chapter. 172 (7)(6)“Client advocate” means a friend or relative of the 173 client, or of the client’s immediate family, who advocates for 174 the best interests of the client in any proceedings under this 175 chapter in which the client or his or her family has the right 176 or duty to participate. 177 (8)(7)“Comprehensive assessment” means the process used to 178 determine eligibility for services under this chapter. 179 (9)(8)“Comprehensive transitional education program” means 180 the program established underins. 393.18. 181 (11)(9)“Developmental disability” means a disorder or 182 syndrome that is attributable to retardation, cerebral palsy, 183 autism, spina bifida, Down syndrome, or Prader-Willi syndrome; 184 that manifests before the age of 18; and that constitutes a 185 substantial handicap that can reasonably be expected to continue 186 indefinitely. 187 (10) “Developmental disabilities center” means a state 188 owned and state-operated facility, formerly known as a “Sunland 189 Center,” providing for the care, habilitation, and 190 rehabilitation of clients who havewithdevelopmental 191 disabilities. 192 (12)(11)“Direct service provider” means a person, 18 years 193 of age or older, who has direct face-to-face contact with a 194 client while providing services to thattheclient or who has 195 access to a client’s living areas or to a client’s funds or 196 personal property. 197(12) “Domicile” means the place where a client legally198resides, which place is his or her permanent home. Domicile may199be established as provided in s.222.17. Domicile may not be200established in Florida by a minor who has no parent domiciled in201Florida, or by a minor who has no legal guardian domiciled in202Florida, or by any alien not classified as a resident alien.203 (13) “Down syndrome” means a disorder caused by the 204 presence of an extra copy of chromosome 21. 205 (14) “Express and informed consent” means consent 206 voluntarily given in writing with sufficient knowledge and 207 comprehension of the subject matter to enable the person giving 208 consent to make a knowing decision without any element of force, 209 fraud, deceit, duress, or other form of constraint or coercion. 210 (15) “Family care program” means the program established 211 underins. 393.068. 212 (16) “Foster care facility” means a residential facility 213 licensed under this chapter which provides a family living 214 environment and includesincludingsupervision and care 215 necessary to meet the physical, emotional, and social needs of 216 its residents. The capacity of suchafacility may not be more 217 than three residents. 218 (17) “Group home facility” means a residential facility 219 licensed under this chapter which provides a family living 220 environment and includesincludingsupervision and care 221 necessary to meet the physical, emotional, and social needs of 222 its residents. The capacity of such a facility mustshallbe at 223 least four4but not more than 15 residents. 224 (18) “Guardian advocate” means a person appointed by a 225 written order of the court to represent an individual who hasa226person withdevelopmental disabilities under s. 393.12. 227 (19) “Habilitation” means the process by which a client is 228 assisted to acquire and maintain those life skills thatwhich229 enable the client to cope more effectively with the demands of 230 his or her condition and environment and to raise the level of 231 his or her physical, mental, and social efficiency. It includes, 232 but is not limited to, programs of formal structured education 233 and treatment. 234 (20) “High-risk child” means, for the purposes of this 235 chapter, a child from 3 to 5 years of age who haswithone or 236 more of the following characteristics: 237 (a) A developmental delay in cognition, language, or 238 physical development. 239 (b) A child surviving a catastrophic infectious or 240 traumatic illness known to be associated with developmental 241 delay, ifwhenfunds are specifically appropriated. 242 (c) A child who haswitha parent or guardian who haswith243 developmental disabilities andwhorequires assistance in 244 meeting the child’s developmental needs. 245 (d) A child who has a physical or genetic anomaly 246 associated with developmental disability. 247 (21) “Intermediate care facility for the developmentally 248 disabled” or “ICF/DD” means a residential facility licensed and 249 certified underpursuant topart VIII of chapter 400. 250 (22) “Medical/dental services” means medically necessary 251 services thatwhichare provided or ordered for a client by a 252 person licensed under chapter 458, chapter 459, or chapter 466. 253 Such services may include, but are not limited to, prescription 254 drugs, specialized therapies, nursing supervision, 255 hospitalization, dietary services, prosthetic devices, surgery, 256 specialized equipment and supplies, adaptive equipment, and 257 other services as required to prevent or alleviate a medical or 258 dental condition. 259 (23) “Nonwaiver resources” means supports or services 260 obtainable through private insurance, the Medicaid state plan, 261 nonprofit organizations, charitable donations from private 262 businesses, other government programs, family, natural supports, 263 community resources, and any other source other than a waiver. 264 (24)(23)“Personal care services” means individual 265 assistance with or supervision of essential activities of daily 266 living for self-care, including ambulation, bathing, dressing, 267 eating, grooming, and toileting, and other similar services that 268 are incidental to the care furnished and are essential, and that 269 are provided in the amount, duration, frequency, intensity, and 270 scope determined by the agency to be necessary for the client’s 271 health and safetyto the health, safety, and welfare of the272clientwhen there is no one else available or able to perform 273 those services. 274 (25)(24)“Prader-Willi syndrome” means an inherited 275 condition typified by neonatal hypotonia with failure to thrive, 276 hyperphagia or an excessive drive to eat which leads to obesity 277 usually at 18 to 36 months of age, mild to moderate mental 278 retardation, hypogonadism, short stature, mild facial 279 dysmorphism, andacharacteristic neurobehavior. 280 (26)(25)“Relative” means an individual who is connected by 281 affinity or consanguinity to the client and who is 18 years of 282 age or older. 283 (27)(26)“Resident” means an individual who hasany person284withdevelopmental disabilities and who residesresidingat a 285 residential facility, whether or not such person is a client of 286 the agency. 287 (28)(27)“Residential facility” means a facility providing 288 room and board and personal care for an individual who has 289persons withdevelopmental disabilities. 290 (29)(28)“Residential habilitation” means supervision and 291 training inwiththe acquisition, retention, or improvement in 292 skills related to activities of daily living, such as personal 293 hygiene skills, homemaking skills, and the social and adaptive 294 skills necessary to enable the individual to reside in the 295 community. 296 (30)(29)“Residential habilitation center” means a 297 community residential facility licensed under this chapter which 298 provides habilitation services. The capacity of suchafacility 299 mayshallnot be fewer than nine residents. After October 1, 300 1989, new residential habilitation centers may not be licensed 301 and the licensed capacity for any existing residential 302 habilitation center may not be increased. 303 (31)(30)“Respite service” means appropriate, short-term, 304 temporary care that is provided to an individual who hasa305person withdevelopmental disabilities in order to meet the 306 planned or emergency needs of the individualpersonor the 307 family or other direct service provider. 308 (32)(31)“Restraint” means a physical device, method, or 309 drug used to control dangerous behavior. 310 (a) A physical restraint is any manual method or physical 311 or mechanical device, material, or equipment attached or 312 adjacent to the individual’s body so that he or she cannot 313 easily remove the restraint and which restricts freedom of 314 movement or normal access to one’s body. 315 (b) A drug used as a restraint is a medication used to 316 control the person’s behavior or to restrict his or her freedom 317 of movement and is not a standard treatment for the person’s 318 medical or psychiatric condition. Physically holding a person 319 during a procedure to forcibly administer psychotropic 320 medication is a physical restraint. 321 (c) Restraint does not include physical devices, such as 322 orthopedically prescribed appliances, surgical dressings and 323 bandages, supportive body bands, or other physical holding when 324 necessary for routine physical examinations and tests; for 325 purposes of orthopedic, surgical, or other similar medical 326 treatment; when used to provide support for the achievement of 327 functional body position or proper balance; or when used to 328 protect a person from falling out of bed. 329 (33)(32)“Retardation” means significantly subaverage 330 general intellectual functioning existing concurrently with 331 deficits in adaptive behavior which manifestthat manifests332 before the age of 18 and can reasonably be expected to continue 333 indefinitely. For the purposes of this definition, the term: 334 (a) “Significantly subaverage general intellectual 335 functioning,”for the purpose of this definition,means 336 performance thatwhichis two or more standard deviations from 337 the mean score on a standardized intelligence test specified in 338 the rules of the agency. 339 (b) “Adaptive behavior,”for the purpose of this340definition,means the effectiveness or degree with which an 341 individual meets the standards of personal independence and 342 social responsibility expected of his or her age, cultural 343 group, and community. 344 (34)(33)“Seclusion” means the involuntary isolation of a 345 person in a room or area from which the person is prevented from 346 leaving. The prevention may be by physical barrier or by a staff 347 member who is acting in a manner, or who is physically situated, 348 so as to prevent the person from leaving the room or area. For 349 the purposes of this chapter, the term does not mean isolation 350 due to the medical condition or symptoms of the person. 351 (35)(34)“Self-determination” means an individual’s freedom 352 to exercise the same rights as all other citizens, authority to 353 exercise control over funds needed for one’s own support, 354 including prioritizing thosethesefunds when necessary, 355 responsibility for the wise use of public funds, and self 356 advocacy to speak and advocate for oneself in order to gain 357 independence and ensure that individuals who havewitha 358 developmental disability are treated equally. 359 (36)(35)“Specialized therapies” means those treatments or 360 activities prescribed by and provided by an appropriately 361 trained, licensed, or certified professional or staff person and 362 may include, but are not limited to, physical therapy, speech 363 therapy, respiratory therapy, occupational therapy, behavior 364 therapy, physical management services, and related specialized 365 equipment and supplies. 366 (37)(36)“Spina bifida” means, for purposes of this367chapter,a person with a medical diagnosis of spina bifida 368 cystica or myelomeningocele. 369 (38)(37)“Support coordinator” means a person who is 370 contracting withdesignated bythe agency to assist clients 371individualsand families in identifying their capacities, needs, 372 and resources, as well as finding and gaining access to 373 necessary supports and services; locating or developing 374 employment opportunities; coordinating the delivery of supports 375 and services; advocating on behalf of the clientindividualand 376 family; maintaining relevant records; and monitoring and 377 evaluating the delivery of supports and services to determine 378 the extent to which they meet the needsand expectations379 identified by the clientindividual, family, and others who 380 participated in the development of the support plan. 381 (39)(38)“Supported employment” means employment located or 382 provided in an integrated work setting, with earnings paid on a 383 commensurate wage basis, and for which continued support is 384 needed for job maintenance. 385 (40)(39)“Supported living” means a category of 386 individually determined services designed and coordinated in 387sucha manner that providesas to provideassistance to adult 388 clients who require ongoing supports to live as independently as 389 possible in their own homes, to be integrated into the 390 community, and to participate in community life to the fullest 391 extent possible. 392 (41)(40)“Training” means a planned approach to assisting a 393 client to attain or maintain his or her maximum potential and 394 includes services ranging from sensory stimulation to 395 instruction in skills for independent living and employment. 396 (42)(41)“Treatment” means the prevention, amelioration, or 397 cure of a client’s physical and mental disabilities or 398 illnesses. 399 (43) “Waiver” means a federally approved Medicaid waiver 400 program, including, but not limited to, the Developmental 401 Disabilities Home and Community-Based Services Waivers Tiers 1 402 4, the Developmental Disabilities Individual Budget Waiver, and 403 the Consumer-Directed Care Plus Program, authorized pursuant to 404 s. 409.906 and administered by the agency to provide home and 405 community-based services to clients. 406 Section 3. Subsections (1) and (6) of section 393.065, 407 Florida Statutes, are amended to read: 408 393.065 Application and eligibility determination.— 409 (1) Application for services shall be made, in writing, to 410 the agency,in the service area in which the applicant resides. 411 The agency shall review each applicant for eligibility within 45 412 days after the date the application is signed for children under 413 6 years of age and within 60 days after the date the application 414 is signed for all other applicants. IfWhennecessary to 415 definitively identify individual conditions or needs, the agency 416 shall provide a comprehensive assessment. Eligibility is limited 417 to United States citizens and to qualified noncitizens who meet 418 the criteria provided in s. 414.095(3), and who have established 419 domicile in Florida pursuant to s. 222.17 or are otherwise 420 determined to be legal residents of this state.Only applicants421whose domicile is in Florida are eligible for services.422 Information accumulated by other agencies, including 423 professional reports and collateral data, shall be considered if 424in this process whenavailable. 425 (6) The client, the client’s guardian, or the client’s 426 family must ensure that accurate, up-to-date contact information 427 is provided to the agency at all times. The agency shall remove 428 from the wait list ananyindividual who cannot be located using 429 the contact information provided to the agency, fails to meet 430 eligibility requirements, or no longer qualifies as a legal 431 resident of this statebecomes domiciled outside the state. 432 Section 4. Section 393.066, Florida Statutes, is amended to 433 read: 434 393.066 Community services and treatment.— 435 (1) The agency shall plan, develop, organize, and implement 436 its programs of services and treatment for individuals who have 437persons withdevelopmental disabilities in order to assist them 438 in livingallow clients to liveas independently as possible in 439 their own homes or communities and avoid institutionalization 440and to achieve productive lives as close to normal as possible. 441All elements of community-based services shall be made442available, and eligibility for these services shall be443consistent across the state.444 (2)AllServices that are not available through nonwaiver 445 resources or not donatedneededshall be purchased instead of 446 provided directly by the agency if, whensuch arrangement is 447 more cost-efficient than having those services provided 448 directly. All purchased services must be approved by the agency. 449 Authorization for such services is dependent on the availability 450 of agency funding. 451 (3) Community-based servicesthat are medicallynecessary 452 to prevent client institutionalization must be provided in the 453 most cost-effective manner to the extent of the availability of 454 agency resources as specified in the General Appropriations Act 455shall, to the extent of available resources, include:456(a) Adult day training services.457(b) Family care services.458(c) Guardian advocate referral services.459(d) Medical/dental services, except that medical services460shall not be provided to clients with spina bifida except as461specifically appropriated by the Legislature.462(e) Parent training.463(f) Personal care services.464(g) Recreation.465(h) Residential facility services.466(i) Respite services.467(j) Social services.468(k) Specialized therapies.469(l) Supported employment.470(m) Supported living.471(n) Training, including behavioral analysis services.472(o) Transportation.473(p) Other habilitative and rehabilitative services as474needed. 475 (4) The agency or the agency’s agents shall identify and 476 engage in efforts to develop, increase, or enhance the 477 availability of nonwaiver resources to individuals who have 478 developmental disabilities. The agency shall promote 479 partnerships and collaborative efforts with families and 480 organizations, such as nonprofit agencies, foundations, places 481 of worship, schools, community organizations and clubs, 482 businesses, local governments, and state and federal agencies. 483 The agency shall implement policies and procedures that 484 establish waivers as the payor of last resort for home and 485 community-based services and supportsshall utilize the services486of private businesses, not-for-profit organizations, and units487of local government whenever such services are more cost488efficient than such services provided directly by the489department, including arrangements for provision of residential490facilities. 491(5) In order to improve the potential for utilization of492more cost-effective, community-based residential facilities, the493agency shall promote the statewide development of day494habilitation services for clients who live with a direct service495provider in a community-based residential facility and who do496not require 24-hour-a-day care in a hospital or other health497care institution, but who may, in the absence of day498habilitation services, require admission to a developmental499disabilities center. Each day service facility shall provide a500protective physical environment for clients, ensure that direct501service providers meet minimum screening standards as required502in s.393.0655, make available to all day habilitation service503participants at least one meal on each day of operation, provide504facilities to enable participants to obtain needed rest while505attending the program, as appropriate, and provide social and506educational activities designed to stimulate interest and507provide socialization skills.508 (5)(6)To promote independence and productivity, the agency 509 shall provide supports and services, within available resources, 510 to assist clients enrolled inMedicaidwaivers who choose to 511 pursue gainful employment. 512 (6)(7)For the purpose of making needed community-based 513 residential facilities available at the least possible cost to 514 the state, the agency mayis authorized tolease privately owned 515 residential facilities under long-term rental agreements,if 516 suchrentalagreements are projected to be less costly to the 517 state over the useful life of the facility than state purchase 518 or state construction ofsucha facility. 519 (7)(8)The agency may adopt rules providing definitions, 520 eligibility criteria, and procedures for the purchase of 521 services provided pursuant to this section. 522 Section 5. Section 393.0661, Florida Statutes, is amended 523 to read: 524 393.0661 Home and community-based services delivery system; 525 comprehensive redesign.—The Legislature finds that the home and 526 community-based services delivery system for individuals who 527 havepersons withdevelopmental disabilities and the 528 availability of appropriated funds are two of the critical 529 elements in making services available.Therefore, it is the530intent of the Legislature that the Agency for Persons with531Disabilities shall develop and implement a comprehensive532redesign of the system.533 (1) Theredesign of thehome and community-based services 534 system mustshallinclude, at a minimum,all actions necessary535to achieve an appropriate rate structure, client choice within a 536 specified service package, appropriate assessment strategies, an 537 efficient billing process that contains reconciliation and 538 monitoring components, and aredefinedrole for support 539 coordinators whichthatavoids conflicts of interest and ensures 540 that the client’s needs for critical services are addressed 541potential conflicts of interest and ensures that family/client542budgets are linked to levels of need. 543 (a) The agency shall use the Questionnaire for Situational 544 Information, or otheranassessment instruments deemed by 545instrument thatthe agencydeemsto be reliable and valid,546including, but not limited to, the Department of Children and547Family Services’ Individual Cost Guidelines or the agency’s548Questionnaire for Situational Information. The agency may 549 contract with an external vendoror may use support coordinators550 to complete client assessments if it develops sufficient 551 safeguards and training to ensure ongoing inter-rater 552 reliability. 553 (b) The agency, with the concurrence of the Agency for 554 Health Care Administration, may contract for the determination 555 of medical necessity and establishment of individual budgets. 556 (2) A provider of services rendered to clientspersons with557developmental disabilitiespursuant to afederally approved558 waiver shall be reimbursed in accordance with rates adopted 559according to a ratemethodology based upon an analysis of the560expenditure history and prospective costs of providers561participating in the waiver program, or under any other562methodology developedby the Agency for Health Care 563 Administration, in consultation with the agencyfor Persons with564Disabilities, and approved by the Federal Government in 565 accordance with the waiver. 566 (3) The Agency for Health Care Administration, in 567 consultation with the agency, shall seek federal approval and 568 implement a four-tiered waiver system to serve eligible clients 569through the developmental disabilities and family and supported570living waivers. For the purpose of thethiswaiver program, 571 eligible clientsshallinclude individuals who havewith a572diagnosis of Down syndrome ora developmental disabilityas573defined in s.393.063. The agency shall assign all clients 574 receiving services through thedevelopmental disabilitieswaiver 575 to a tier based on theDepartment of Children and Family576Services’ Individual Cost Guidelines, theagency’s Questionnaire 577 for Situational Information, or another such assessment 578 instrument deemedto bevalid and reliable by the agency; client 579 characteristics, including, but not limited to, age; and other 580 appropriate assessment methods. Final determination of tier 581 eligibility may not be made until a waiver slot and funding 582 become available and only then may the client be enrolled in the 583 appropriate tier. If a client is later determined eligible for a 584 higher tier, assignment to the higher tier must be based on 585 crisis criteria as adopted by rule. The agency may also later 586 move a client to a lower tier if the client’s service needs 587 change and can be met by services provided in a lower tier. The 588 agency may not authorize the provision of services that are 589 duplicated by, or above the coverage limits of, the Medicaid 590 state plan. 591 (a) Tier one is limited to clients who have intensive 592 medical or adaptive service needs that cannot be met in tier 593 two, three, or fourfor intensive medical or adaptive needs and594that are essential for avoiding institutionalization, or who 595 possess behavioral problems that are exceptional in intensity, 596 duration, or frequency and present a substantial risk of harm to 597 themselves or others.Total annual expenditures under tier one598may not exceed $150,000 per client each year, provided that599expenditures for clients in tier one with a documented medical600necessity requiring intensive behavioral residential601habilitation services, intensive behavioral residential602habilitation services with medical needs, or special medical603home care, as provided in the Developmental Disabilities Waiver604Services Coverage and Limitations Handbook, are not subject to605the $150,000 limit on annual expenditures.606 (b) Tier two is limited to clients whose service needs 607 include a licensed residential facility and who are authorized 608 to receive a moderate level of support for standard residential 609 habilitation services or a minimal level of support for behavior 610 focus residential habilitation services, or clients in supported 611 living who receive more than 6 hours a day of in-home support 612 services. Tier two also includes clients whose need for 613 authorized services meets the criteria for tier one but which 614 can be met within the expenditure limit of tier two. Total 615 annual expenditures under tier two may not exceed $53,625 per 616 client each year. 617 (c) Tier three includes, but is not limited to, clients 618 requiring residential placements, clients in independent or 619 supported living situations, and clients who live in their 620 family home. Tier three also includes clients whose need for 621 authorized services meet the criteria for tiers one or two but 622 which can be met within the expenditure limit of tier three. 623 Total annual expenditures under tier three may not exceed 624 $34,125 per client each year. 625 (d) Tier four includes clientsindividualswho were 626 enrolled in the family and supported living waiver on July 1, 627 2007, who wereshall beassigned to this tier without the 628 assessments required by this section. Tier four also includes, 629 but is not limited to, clients in independent or supported 630 living situations and clients who live in their family home. 631 Total annual expenditures under tier four may not exceed $14,422 632 per client each year. 633 (e) The Agency for Health Care Administration shall also 634 seek federal approval to provide a consumer-directed option for 635 clientspersons with developmental disabilities which636corresponds to the funding levels in each of the waiver tiers. 637The agency shall implement the four-tiered waiver system638beginning with tiers one, three, and four and followed by tier639two.The agency and the Agency for Health Care Administration640may adopt rules necessary to administer this subsection.641 (f) The agency shall seek federal waivers and amend 642 contracts as necessary to make changes to services defined in 643federalwaiver programs administered by the agency as follows: 644 1. Supported living coaching services may not exceed 20 645 hours per month for clientspersonswho also receive in-home 646 support services. 647 2. Limited support coordination services is the only type 648 of support coordination service that may be provided to clients 649personsunder the age of 18 who live in the family home. 650 3. Personal care assistance services are limited to 180 651 hours per calendar month and may not include rate modifiers. 652 Additional hours may be authorized for clientspersonswho have 653 intensive physical, medical, or adaptive needs if such hours are 654 essential for avoiding institutionalization. 655 4. Residential habilitation services are limited to 8 hours 656 per day. Additional hours may be authorized for clientspersons657 who have intensive medical or adaptive needs and if such hours 658 are essential for avoiding institutionalization, or for clients 659personswho possess behavioral problems that are exceptional in 660 intensity, duration, or frequency and present a substantial risk 661 of harming themselves or others. This restriction shall be in 662 effect until the four-tiered waiver system is fully implemented. 6635. Chore services, nonresidential support services, and664homemaker services are eliminated. The agency shall expand the665definition of in-home support services to allow the service666provider to include activities previously provided in these667eliminated services.6686. Massage therapy, medication review, and psychological669assessment services are eliminated.670 5.7.The agency shall conduct supplemental cost plan 671 reviews to verify the medical necessity of authorized services 672 for plans that have increased by more than 8 percent during 673 either of the 2 preceding fiscal years. 674 6.8.The agency shall implement a consolidated residential 675 habilitation rate structure to increase savings to the state 676 through a more cost-effective payment method and establish 677 uniform rates for intensive behavioral residential habilitation 678 services. 6799. Pending federal approval, the agency may extend current680support plans for clients receiving services under Medicaid681waivers for 1 year beginning July 1, 2007, or from the date682approved, whichever is later. Clients who have a substantial683change in circumstances which threatens their health and safety684may be reassessed during this year in order to determine the685necessity for a change in their support plan.686 7.10.The agency shall develop a plan to eliminate 687 redundancies and duplications between in-home support services, 688 companion services, personal care services, and supported living 689 coaching by limiting or consolidating such services. 690 8.11.The agency shall develop a plan to reduce the 691 intensity and frequency of supported employment services to 692 clients in stable employment situations who have a documented 693 history of at least 3 years’ employment with the same company or 694 in the same industry. 695 (g) The agency and the Agency for Health Care 696 Administration may adopt rules as necessary to administer this 697 subsection. 698 (4) The geographic differential for Miami-Dade, Broward, 699 and Palm Beach Counties for residential habilitation services is 700shall be7.5 percent. 701 (5) The geographic differential for Monroe County for 702 residential habilitation services isshall be20 percent. 703(6) Effective January 1, 2010, and except as otherwise704provided in this section, a client served by the home and705community-based services waiver or the family and supported706living waiver funded through the agency shall have his or her707cost plan adjusted to reflect the amount of expenditures for the708previous state fiscal year plus 5 percent if such amount is less709than the client’s existing cost plan. The agency shall use710actual paid claims for services provided during the previous711fiscal year that are submitted by October 31 to calculate the712revised cost plan amount. If the client was not served for the713entire previous state fiscal year or there was any single change714in the cost plan amount of more than 5 percent during the715previous state fiscal year, the agency shall set the cost plan716amount at an estimated annualized expenditure amount plus 5717percent. The agency shall estimate the annualized expenditure718amount by calculating the average of monthly expenditures,719beginning in the fourth month after the client enrolled,720interrupted services are resumed, or the cost plan was changed721by more than 5 percent and ending on August 31, 2009, and722multiplying the average by 12. In order to determine whether a723client was not served for the entire year, the agency shall724include any interruption of a waiver-funded service or services725lasting at least 18 days. If at least 3 months of actual726expenditure data are not available to estimate annualized727expenditures, the agency may not rebase a cost plan pursuant to728this subsection. The agency may not rebase the cost plan of any729client who experiences a significant change in recipient730condition or circumstance which results in a change of more than7315 percent to his or her cost plan between July 1 and the date732that a rebased cost plan would take effect pursuant to this733subsection.734 (6)(7)The agency shall collect premiums, fees, or other 735 cost sharing from the parents of children being served by the 736 agency through a waiver pursuant to s. 409.906(13)(d). 737 (7) In determining whether to continue a Medicaid waiver 738 provider agreement for support coordinator services, the agency 739 shall review waiver support coordination performance to ensure 740 that the support coordinator meets or exceeds the criteria 741 established by the agency. The support coordinator is 742 responsible for assisting the client in meeting his or her 743 service needs through nonwaiver resources, as well as through 744 the client’s budget allocation or cost plan under the waiver. 745 The waiver is the funding source of last resort for client 746 services. The waiver support coordinator provider agreements and 747 performance reviews shall be conducted and managed by the 748 agency’s area offices. 749 (a) Criteria for evaluating support coordinator performance 750 must include, but is not limited to: 751 1. The protection of the health and safety of clients. 752 2. Assisting clients to obtain employment and pursue other 753 meaningful activities. 754 3. Assisting clients to access services that allow them to 755 live in their community. 756 4. The use of family resources. 757 5. The use of private resources. 758 6. The use of community resources. 759 7. The use of charitable resources. 760 8. The use of volunteer resources. 761 9. The use of services from other governmental entities. 762 10. The overall outcome in securing nonwaiver resources. 763 11. The cost-effective use of waiver resources. 764 12. Coordinating all available resources to ensure that 765 clients’ outcomes are met. 766 (b) The agency may recognize consistently superior 767 performance by exempting a waiver support coordinator from 768 annual quality assurance reviews or other mechanisms established 769 by the agency. The agency may issue sanctions for poor 770 performance, including, but not limited to, a reduction in 771 caseload size, recoupment or other financial penalties, and 772 termination of the waiver support coordinator’s provider 773 agreement. The agency may adopt rules to administer this 774 subsection. 775 (8) This section or related rule does not prevent or limit 776 the Agency for Health Care Administration, in consultation with 777 the agencyfor Persons with Disabilities, from adjusting fees, 778 reimbursement rates, lengths of stay, number of visits, or 779 number of services, or from limiting enrollment, or making any 780 other adjustment necessary to comply with the availability of 781 moneys and any limitations or directions provided in the General 782 Appropriations Act. 783 (9) The agencyfor Persons with Disabilitiesshall submit 784 quarterly status reports to the Executive Office of the Governor 785 and,the chairs of the legislative appropriations committees 786chair of the Senate Ways and Means Committee or its successor,787and the chair of the House Fiscal Council or its successor788 regarding the financial status of waiverhome and community789basedservices, including the number of enrolled individuals who 790 are receiving services through one or more programs; the number 791 of individuals who have requested services who are not enrolled 792 butwhoare receiving services through one or more programs, 793 includingwitha description indicating the programs from which 794 the individual is receiving services; the number of individuals 795 who have refused an offer of services but who choose to remain 796 on the list of individuals waiting for services; the number of 797 individuals who have requested services but are notwho are798 receivingnoservices; a frequency distribution indicating the 799 length of time individuals have been waiting for services; and 800 information concerning the actual and projected costs compared 801 to the amount of the appropriation available to the program and 802 any projected surpluses or deficits. If at any time an analysis 803 by the agency, in consultation with the Agency for Health Care 804 Administration, indicates that the cost of services is expected 805 to exceed the amount appropriated, the agency shall submit a 806 plan in accordance with subsection (8) to the Executive Office 807 of the Governor and the chairs of the legislative appropriations 808 committees, the chair of the Senate Ways and Means Committee or809its successor, and the chair of the House Fiscal Council or its810successorto remain within the amount appropriated. The agency 811 shall work with the Agency for Health Care Administration to 812 implement the plan so as to remain within the appropriation. 813 (10) Implementation ofMedicaidwaiver programs and 814 services authorized under this chapter is limited by the funds 815 appropriated for the individual budgets pursuant to s. 393.0662 816 and the four-tiered waiver system pursuant to subsection (3). 817 Contracts with independent support coordinators and service 818 providers must include provisions requiring compliance with 819 agency cost containment initiatives. Unless a client is 820 determined to be in crisis based on criteria adopted by rule, 821 neither the client nor the support coordinator may apply for 822 additional waiver funding if the agency has determined pursuant 823 to s. 393.0661(9) that the total cost of waiver services for 824 agency clients is expected to exceed the amount appropriated. 825 The agency shall implement monitoring and accounting procedures 826 necessary to track actual expenditures and project future 827 spending compared to available appropriations for Medicaid 828 waiver programs. IfWhennecessary, based on projected deficits, 829 the agency shallmustestablish specific corrective action plans 830 that incorporate corrective actions forofcontracted providers 831 whichthatare sufficient to align program expenditures with 832 annual appropriations. If deficits continue during the 2012-2013 833 fiscal year, the agency in conjunction with the Agency for 834 Health Care Administration shall develop a plan to redesign the 835 waiver program and submit the plan to the President of the 836 Senate and the Speaker of the House of Representatives by 837 September 30, 2013. At a minimum, the plan must include the 838 following elements: 839 (a) Budget predictability.—Agency budget recommendations 840 must include specific steps to restrict spending to budgeted 841 amounts based on alternatives to the iBudget and four-tiered 842Medicaidwaiver models. 843 (b) Services.—The agency shall identify core services that 844 are essential to provide for client health and safety and 845 recommend the elimination of coverage for other services that 846 are not affordable based on available resources. 847 (c) Flexibility.—The redesign mustshallbe responsive to 848 individual needs and to the extent possible encourage client 849 control over allocated resources for their needs. 850 (d) Support coordination services.—The plan mustshall851 modify the manner of providing support coordination services to 852 improve management of service utilization and increase 853 accountability and responsiveness to agency priorities. 854 (e) Reporting.—The agency shall provide monthly reports to 855 the President of the Senate and the Speaker of the House of 856 Representatives on plan progress and development on July 31, 857 2013, and August 31, 2013. 858 (f) Implementation.—The implementation of a redesigned 859 program is subject to legislative approval and mustshalloccur 860 byno later thanJuly 1, 2014. The Agency for Health Care 861 Administration shall seek federal waivers as needed to implement 862 the redesigned plan approved by the Legislature. 863 Section 6. Section 393.0662, Florida Statutes, is amended 864 to read: 865 393.0662 Individual budgets for delivery of home and 866 community-based services; iBudget system established.—The 867 Legislature finds that improved financial management of the 868 existing home and community-basedMedicaidwaiver program is 869 necessary to avoid deficits that impede the provision of 870 services to individuals who are on the waiting list for 871 enrollment in the program. The Legislature further finds that 872 clients and their families should have greater flexibility to 873 choose the services that best allow them to live in their 874 community within the limits of an established budget. Therefore, 875 the Legislature intends that the agency, in consultation with 876 the Agency for Health Care Administration, develop and implement 877 a comprehensive redesign of the service delivery system using 878 individual budgets as the basis for allocating the funds 879 appropriated for thehome and community-based services Medicaid880 waiver program among eligible enrolled clients. The service 881 delivery system that uses individual budgets shall be called the 882 iBudget system. 883 (1) The agency shall establish an individual budget, to be 884 referred to as an iBudget, for each clientindividualserved by 885 the home and community-based servicesMedicaidwaiver program. 886 The funds appropriated to the agency shall be allocated through 887 the iBudget system to eligible, Medicaid-enrolled clients who 888 have. For the iBudget system, Eligible clients shall include889individuals with a diagnosis of Down syndrome ora developmental 890 disabilityas defined in s.393.063. The iBudget system shall be 891 designed to providefor:enhanced client choice within a 892 specified service package; appropriate assessment strategies; an 893 efficient consumer budgeting and billing process that includes 894 reconciliation and monitoring components; a redefined role for 895 support coordinators whichthatavoids potential conflicts of 896 interest; a flexible and streamlined service review process; and 897 a methodology and process that ensures the equitable allocation 898 of available funds to each client based on the client’s level of 899 need, as determined by the variables in the allocation 900 algorithm. 901 (2)(a)In developing each client’s iBudget, the agency 902 shall use an allocation algorithm and methodology. 903 (a) The algorithm shall use variables that have been 904 determined by the agency to have a statistically validated 905 relationship to the client’s level of need for services provided 906 through thehome and community-based services Medicaidwaiver 907 program. The algorithmand methodologymay consider individual 908 characteristics, including, but not limited to, a client’s age 909 and living situation, information from a formal assessment 910 instrument that the agency determines is valid and reliable, and 911 information from other assessment processes. 912 (b) The allocation methodology shall provide the algorithm 913 that determines the amount of funds allocated to a client’s 914 iBudget. The agency may approve an increase in the amountof915fundsallocated, as determinedby the algorithm, based on the 916 client having one or more of the following needs that cannot be 917 accommodated within thefunding as determined by thealgorithm 918 allocation and having no other resources, supports, or services 919 available to meet such needsthe need: 920 1. An extraordinary need that would place the health and 921 safety of the client, the client’s caregiver, or the public in 922 immediate, serious jeopardy unless the increase is approved. An 923 extraordinary need may include, but is not limited to: 924 a. A documented history of significant, potentially life 925 threatening behaviors, such as recent attempts at suicide, 926 arson, nonconsensual sexual behavior, or self-injurious behavior 927 requiring medical attention; 928 b. A complex medical condition that requires active 929 intervention by a licensed nurse on an ongoing basis that cannot 930 be taught or delegated to a nonlicensed person; 931 c. A chronic comorbid condition. As used in this 932 subparagraph, the term “comorbid condition” means a medical 933 condition existing simultaneously but independently with another 934 medical condition in a patient; or 935 d. A need for total physical assistance with activities 936 such as eating, bathing, toileting, grooming, and personal 937 hygiene. 938 939 However, the presence of an extraordinary need alone does not 940 warrant an increase in the amount of funds allocated to a 941 client’s iBudget as determined by the algorithm. 942 2. A significant need for one-time or temporary support or 943 services that, if not provided, would place the health and 944 safety of the client, the client’s caregiver, or the public in 945 serious jeopardy, unless the increase is approved. A significant 946 need may include, but is not limited to, the provision of 947 environmental modifications, durable medical equipment, services 948 to address the temporary loss of support from a caregiver, or 949 special services or treatment for a serious temporary condition 950 when the service or treatment is expected to ameliorate the 951 underlying condition. As used in this subparagraph, the term 952 “temporary” means lessa period offewerthan 12 continuous 953 months. However, the presence of such significant need for one 954 time or temporary supports or services alone does not warrant an 955 increase in the amount of funds allocated to a client’s iBudget 956 as determined by the algorithm. 957 3. A significant increase in the need for services after 958 the beginning of the service plan year whichthatwould place 959 the health and safety of the client, the client’s caregiver, or 960 the public in serious jeopardy because of substantial changes in 961 the client’s circumstances, including, but not limited to, 962 permanent or long-term loss or incapacity of a caregiver, loss 963 of services authorized under the state Medicaid plan due to a 964 change in age, or a significant change in medical or functional 965 status which requires the provision of additional services on a 966 permanent or long-term basis whichthatcannot be accommodated 967 within the client’s current iBudget. As used in this 968 subparagraph, the term “long-term” meansa period of12 or more 969 continuous months. However, such significant increase in need 970 for services of a permanent or long-term nature alone does not 971 warrant an increase in the amount of funds allocated to a 972 client’s iBudget as determined by the algorithm. 973 974 The agency shall reserve portions of the appropriation for the 975home and community-based services Medicaidwaiver program for 976 adjustments required pursuant to this paragraph and may use the 977 services of an independent actuary in determining the amount of 978 the portions to be reserved. 979 (c) A client’s iBudget shall be the total of the amount 980 determined by the algorithm and any additional funding provided 981 pursuant to paragraph (b). 982 (d) A client shall have the flexibility to determine the 983 type, amount, frequency, duration, and scope of the services on 984 his or her cost plan if the agency determines that such services 985 meet his or her health and safety needs, meet the requirements 986 contained in the Coverage and Limitations Handbook for each 987 service included on the cost plan, and comply with the other 988 requirements of this section. 989 (e) A client’s annual expenditures forhome and community990based services Medicaidwaiver services may not exceed the 991 limits of his or her iBudget. The total of all clients’ 992 projected annual iBudget expenditures may not exceed the 993 agency’s appropriation for waiver services. 994 (3)(2)The Agency for Health Care Administration, in 995 consultation with the agency, shall seek federal approval to 996 amend current waivers, request a new waiver, and amend contracts 997 as necessary to implement the iBudget system to serve eligible, 998 enrolled clients through the home and community-based services 999Medicaidwaiver program and the Consumer-Directed Care Plus 1000 Program. 1001 (4)(3)The agency shall transition all eligible, enrolled 1002 clients to the iBudget system. The agency may gradually phase in 1003 the iBudget system. 1004 (a) During the 2011-2012 and 2012-2013 fiscal years, the 1005 agency shall determine a client’s initial iBudget by comparing 1006 the client’s algorithm allocation to the client’s existing 1007 annual cost plan and the amount for the client’s extraordinary 1008 needs. The client’s algorithm allocation shall be the amount 1009 determined by the algorithm, adjusted to the agency’s 1010 appropriation and any set-asides determined necessary by the 1011 agency, including, but not limited to, funding for extraordinary 1012 needs. The amount for the client’s extraordinary needs shall be 1013 the annualized sum of any of the following services authorized 1014 on the client’s cost plan in the amount, duration, frequency, 1015 intensity, and scope determined by the agency to be necessary 1016 for the client’s health and safety: 1017 1. Behavior assessment, behavior analysis services, and 1018 behavior assistant services. 1019 2. Consumable medical supplies. 1020 3. Durable medical equipment. 1021 4. In-home support services. 1022 5. Nursing services. 1023 6. Occupational therapy assessment and occupational 1024 therapy. 1025 7. Personal care assistance. 1026 8. Physical therapy assessment and physical therapy. 1027 9. Residential habilitation. 1028 10. Respiratory therapy assessment and respiratory therapy. 1029 11. Special medical home care. 1030 12. Support coordination. 1031 13. Supported employment. 1032 14. Supported living coaching. 1033 (b) If the client’s algorithm allocation is: 1034 1. Greater than the client’s cost plan, the client’s 1035 initial iBudget is equal to the cost plan. 1036 2. Less than the client’s cost plan but greater than the 1037 amount for the client’s extraordinary needs, the client’s 1038 initial iBudget is equal to the algorithm allocation. 1039 3. Less than the amount for the client’s extraordinary 1040 needs, the client’s initial iBudget is equal to the amount for 1041 the client’s extraordinary needs. 1042 1043 However, the client’s initial annualized iBudget amount may not 1044 be less than 50 percent of that client’s existing annualized 1045 cost plan. 1046 (c) During the 2011-2012 and 2012-2013 fiscal years, 1047 increases to a client’s initial iBudget amount may be granted 1048 only if his or her situation meets the crisis criteria provided 1049 under agency rule. 1050 (d)(a)While the agency phases in the iBudget system, the 1051 agency may continue to serve eligible, enrolled clients under 1052 the four-tiered waiver system established under s. 393.065 while 1053 those clients await transitioning to the iBudget system. 1054(b) The agency shall design the phase-in process to ensure1055that a client does not experience more than one-half of any1056expected overall increase or decrease to his or her existing1057annualized cost plan during the first year that the client is1058provided an iBudget due solely to the transition to the iBudget1059system.1060 (5)(4)A client must use all available nonwaiver services 1061authorized under the state Medicaid plan, school-based services,1062private insurance and other benefits, and any other resources1063 that may be available to the client before using funds from his 1064 or her iBudget to pay for support and services. 1065 (6)(5)The service limitations in s. 393.0661(3)(f)1., 2., 1066 and 3. do not apply to the iBudget system. 1067 (7)(6)Rates for any or all services established under 1068 rules of the Agency for Health Care Administration mustshallbe 1069 designated as the maximum rather than a fixed amount for clients 1070individualswho receive an iBudget, except for services 1071 specifically identified in those rules that the agency 1072 determines are not appropriate for negotiation, which may 1073 include, but are not limited to, residential habilitation 1074 services. 1075 (8)(7)The agency mustshallensure that clients and 1076 caregivers have access to training and education that informsto1077informthem about the iBudget system and enhancesenhancetheir 1078 ability for self-direction. Such training must be providedshall1079be offeredin a variety of formats and, at a minimum, mustshall1080 address the policies and processes of the iBudget system; the 1081 roles and responsibilities of consumers, caregivers, waiver 1082 support coordinators, providers, and the agency; information 1083 that is available to help the client make decisions regarding 1084 the iBudget system; and examples of nonwaiversupport and1085 resources that may be available in the community. 1086 (9)(8)The agency shall collect data to evaluate the 1087 implementation and outcomes of the iBudget system. 1088 (10)(9)The agency and the Agency for Health Care 1089 Administration may adopt rules specifying the allocation 1090 algorithm and methodology; criteria and processes that allowfor1091 clients to access reserved funds for extraordinary needs, 1092 temporarily or permanently changed needs, and one-time needs; 1093 and processes and requirements for the selection and review of 1094 services, development of support and cost plans, and management 1095 of the iBudget system as needed to administer this section. 1096 Section 7. Subsection (2) of section 393.067, Florida 1097 Statutes, is amended to read: 1098 393.067 Facility licensure.— 1099 (2) The agency shall conduct annual inspections and reviews 1100 of facilities and programs licensed under this section unless 1101 the facility or program is currently accredited by the Joint 1102 Commission, the Commission on Accreditation of Rehabilitation 1103 Facilities, or the Council on Accreditation. Facilities or 1104 programs that are operating under such accreditation must be 1105 inspected and reviewed by the agency once every 2 years. If, 1106 upon inspection and review, the services and service delivery 1107 sites are not those for which the facility or program is 1108 accredited, the facilities and programs must be inspected and 1109 reviewed in accordance with this section and related rules 1110 adopted by the agency. Notwithstanding current accreditation, 1111 the agency may continue to monitor the facility or program as 1112 necessary with respect to: 1113 (a) Ensuring that services for which the agency is paying 1114 are being provided. 1115 (b) Investigating complaints, identifying problems that 1116 would affect the safety or viability of the facility or program, 1117 and monitoring the facility or program’s compliance with any 1118 resulting negotiated terms and conditions, including provisions 1119 relating to consent decrees which are unique to a specific 1120 service and are not statements of general applicability. 1121 (c) Ensuring compliance with federal and state laws, 1122 federal regulations, or state rules if such monitoring does not 1123 duplicate the accrediting organization’s review pursuant to 1124 accreditation standards. 1125 (d) Ensuring Medicaid compliance with federal certification 1126 and precertification review requirements. 1127 Section 8. Subsections (2) and (4) of section 393.068, 1128 Florida Statutes, are amended to read: 1129 393.068 Family care program.— 1130 (2) Services and support authorized under the family care 1131 program shall, to the extent of available resources, include the 1132 services listed under s. 393.0662(4)393.066and, in addition, 1133 shall include, but not be limited to: 1134 (a) Attendant care. 1135 (b) Barrier-free modifications to the home. 1136 (c) Home visitation by agency workers. 1137 (d) In-home subsidies. 1138 (e) Low-interest loans. 1139 (f) Modifications for vehicles used to transport the 1140 individual with a developmental disability. 1141 (g) Facilitated communication. 1142 (h) Family counseling. 1143 (i) Equipment and supplies. 1144 (j) Self-advocacy training. 1145 (k) Roommate services. 1146 (l) Integrated community activities. 1147 (m) Emergency services. 1148 (n) Support coordination. 1149 (o) Other support services as identified by the family or 1150 clientindividual. 1151 (4) All existing nonwaivercommunityresources available to 1152 the client must be usedshall be utilizedto support program 1153 objectives. Additional services may be incorporated into the 1154 program as appropriate and to the extent that resources are 1155 available. The agency mayis authorized toaccept gifts and 1156 grants in order to carry out the program. 1157 Section 9. Subsections (1) through (3), paragraph (b) of 1158 subsection (4), paragraphs (f) and (g) of subsection (5), 1159 subsection (6), paragraphs (d) and (e) of subsection (7), and 1160 paragraph (b) of subsection (12) of section 393.11, Florida 1161 Statutes, are amended to read: 1162 393.11 Involuntary admission to residential services.— 1163 (1) JURISDICTION.—IfWhena person is determined to be 1164 eligible to receive services from the agencymentally retarded1165 and requires involuntary admission to residential services 1166 provided by the agency, the circuit court of the county in which 1167 the person resides shall have jurisdiction to conduct a hearing 1168 and enter an order involuntarily admitting the person in order 1169 forthatthe person tomayreceive the care, treatment, 1170 habilitation, and rehabilitation that he or shewhich the person1171 needs. For the purpose of identifying mental retardation or 1172 autism, diagnostic capability shall be established by the 1173 agency. Except as otherwise specified, the proceedings under 1174 this section areshall begoverned by the Florida Rules of Civil 1175 Procedure. 1176 (2) PETITION.— 1177 (a) A petition for involuntary admission to residential 1178 services may be executed by a petitioning commission or the 1179 agency. 1180 (b) The petitioning commission shall consist of three 1181 persons. One of whomthese personsshall be a physician licensed 1182 and practicing under chapter 458 or chapter 459. 1183 (c) The petition shall be verified and shall: 1184 1. State the name, age, and present address of the 1185 commissioners and their relationship to the person who is the 1186 subject of the petitionwith mental retardation or autism; 1187 2. State the name, age, county of residence, and present 1188 address of the person who is the subject of the petitionwith1189mental retardation or autism; 1190 3. Allege thatthe commission believes thatthe person 1191 needs involuntary residential services and specify the factual 1192 information on which the belief is based; 1193 4. Allege that the person lacks sufficient capacity to give 1194 express and informed consent to a voluntary application for 1195 services and lacks the basic survival and self-care skills to 1196 provide for the person’s well-being or is likely to physically 1197 injure others if allowed to remain at liberty; and 1198 5. State which residential setting is the least restrictive 1199 and most appropriate alternative and specify the factual 1200 information on which the belief is based. 1201 (d) The petition shall be filed in the circuit court of the 1202 county in which the person who is the subject of the petition 1203with mental retardation or autismresides. 1204 (3) NOTICE.— 1205 (a) Notice of the filing of the petition shall be given to 1206 the defendantindividualand his or her legal guardian. The 1207 notice shall be given both verbally and in writing in the 1208 language of the defendantclient, or in other modes of 1209 communication of the defendantclient, and in English. Notice 1210 shall also be given to such other persons as the court may 1211 direct. The petition for involuntary admission to residential 1212 services shall be served with the notice. 1213 (b) IfWhenevera motion or petition has been filed 1214 pursuant to s. 916.303 to dismiss criminal charges against a 1215 defendantwith retardation or autism, and a petition is filed to 1216 involuntarily admit the defendant to residential services under 1217 this section, the notice of the filing of the petition shall 1218 also be given to the defendant’s attorney, the state attorney of 1219 the circuit from which the defendant was committed, and the 1220 agency. 1221 (c) The notice shall state that a hearing shall be set to 1222 inquire into the need of the defendantperson with mental1223retardation or autismfor involuntary residential services. The 1224 notice shall also state the date of the hearing on the petition. 1225 (d) The notice shall state that the defendantindividual1226with mental retardation or autismhas the right to be 1227 represented by counsel of his or her own choice and that, if the 1228 defendantpersoncannot afford an attorney, the court shall 1229 appoint one. 1230 (4) AGENCY PARTICIPATION.— 1231 (b) Following examination, the agency shall file a written 1232 report with the court not less than 10 working days before the 1233 date of the hearing. The report must be served on the 1234 petitioner, the defendantperson with mental retardation, and 1235 the defendant’sperson’sattorney at the time the report is 1236 filed with the court. 1237 (5) EXAMINING COMMITTEE.— 1238 (f) The committee shall file the report with the court not 1239 less than 10 working days before the date of the hearing. The 1240 report shall be served on the petitioner, the defendantperson1241with mental retardation, the defendant’sperson’sattorney at 1242 the time the report is filed with the court, and the agency. 1243 (g) Members of the examining committee shall receive a 1244 reasonable fee to be determined by the court. The fees are to be 1245 paid from the general revenue fund of the county in which the 1246 defendantperson with mental retardationresided when the 1247 petition was filed. 1248 (6) COUNSEL; GUARDIAN AD LITEM.— 1249 (a) The defendant mustperson with mental retardation shall1250 be represented by counsel at all stages of the judicial 1251 proceeding. IfIn the eventthe defendantpersonis indigent and 1252 cannot afford counsel, the court shall appoint a public defender 1253 not less than 20 working days before the scheduled hearing. The 1254 defendant’sperson’scounsel shall have full access to the 1255 records of the service provider and the agency. In all cases, 1256 the attorney shall represent the rights and legal interests of 1257 the defendantperson with mental retardation, regardless of who 1258 may initiate the proceedings or pay the attorney’s fee. 1259 (b) If the attorney, during the course of his or her 1260 representation, reasonably believes that the defendantperson1261with mental retardationcannot adequately act in his or her own 1262 interest, the attorney may seek the appointment of a guardian ad 1263 litem. A prior finding of incompetency is not required before a 1264 guardian ad litem is appointed pursuant to this section. 1265 (7) HEARING.— 1266 (d) The defendant mayperson withmental retardation shall1267 bephysicallypresent throughout all or part of theentire1268 proceeding. If the defendant’sperson’sattorney or any other 1269 interested party believes that the person’s presence at the 1270 hearing is not in the person’s best interest, or good cause is 1271 otherwise shown,the person’s presence may be waived oncethe 1272 court may order that the defendant be excluded from the hearing 1273has seen the person and the hearing has commenced. 1274 (e) The defendantpersonhas the right to present evidence 1275 and to cross-examine all witnesses and other evidence alleging 1276 the appropriateness of the person’s admission to residential 1277 care. Other relevant and material evidence regarding the 1278 appropriateness of the person’s admission to residential 1279 services; the most appropriate, least restrictive residential 1280 placement; and the appropriate care, treatment, and habilitation 1281 of the person, including written or oral reports, may be 1282 introduced at the hearing by any interested person. 1283 (12) APPEAL.— 1284 (b) The filing of an appeal by the person ordered to be 1285 involuntarily admitted under this sectionwith mental1286retardationshall stay admission of the person into residential 1287 care. The stay shall remain in effect during the pendency of all 1288 review proceedings in Florida courts until a mandate issues. 1289 Section 10. Paragraph (a) of subsection (1) of section 1290 393.125, Florida Statutes, is amended to read: 1291 393.125 Hearing rights.— 1292 (1) REVIEW OF AGENCY DECISIONS.— 1293 (a) For Medicaid programs administered by the agency, any 1294 developmental services applicant or client, or his or her 1295 parent, guardian advocate, or authorized representative, may 1296 request a hearing in accordance with federal law and rules 1297 applicable to Medicaid cases and has the right to request an 1298 administrative hearing pursuant to ss. 120.569 and 120.57. The 1299 hearingThese hearingsshall be provided by the Department of 1300 Children and Family Services pursuant to s. 409.285 and shall 1301 follow procedures consistent with federal law and rules 1302 applicable to Medicaid cases. At the conclusion of the hearing, 1303 the department shall submit its recommended order to the agency 1304 as provided in s. 120.57(1)(k) and the agency shall issue final 1305 orders as provided in s. 120.57(1)(i). 1306 Section 11. Subsection (1) of section 393.23, Florida 1307 Statutes, is amended to read: 1308 393.23 Developmental disabilities centers; trust accounts. 1309 All receipts from the operation of canteens, vending machines, 1310 hobby shops, sheltered workshops, activity centers, farming 1311 projects, and other like activities operated in a developmental 1312 disabilities center, and moneys donated to the center, must be 1313 deposited in a trust account in any bank, credit union, or 1314 savings and loan association authorized by the State Treasury as 1315 a qualified depository to do business in this state, if the 1316 moneys are available on demand. 1317 (1) Moneys in the trust account must be expended for the 1318 benefit, education, or welfare of clients. However, if 1319 specified, moneys that are donated to the center must be 1320 expended in accordance with the intentions of the donor. Trust 1321 account money may not be used for the benefit of agency 1322 employees or to pay the wages of such employees. The welfare of 1323 clients includes the expenditure of funds for the purchase of 1324 items for resale at canteens or vending machines, and for the 1325 establishment of, maintenance of, and operation of canteens, 1326 hobby shops, recreational or entertainment facilities, sheltered 1327 workshops that include client wages, activity centers, farming 1328 projects, or other like facilities or programs established at 1329 the center for the benefit of clients. 1330 Section 12. Paragraph (d) of subsection (13) of section 1331 409.906, Florida Statutes, is amended to read: 1332 409.906 Optional Medicaid services.—Subject to specific 1333 appropriations, the agency may make payments for services which 1334 are optional to the state under Title XIX of the Social Security 1335 Act and are furnished by Medicaid providers to recipients who 1336 are determined to be eligible on the dates on which the services 1337 were provided. Any optional service that is provided shall be 1338 provided only when medically necessary and in accordance with 1339 state and federal law. Optional services rendered by providers 1340 in mobile units to Medicaid recipients may be restricted or 1341 prohibited by the agency. Nothing in this section shall be 1342 construed to prevent or limit the agency from adjusting fees, 1343 reimbursement rates, lengths of stay, number of visits, or 1344 number of services, or making any other adjustments necessary to 1345 comply with the availability of moneys and any limitations or 1346 directions provided for in the General Appropriations Act or 1347 chapter 216. If necessary to safeguard the state’s systems of 1348 providing services to elderly and disabled persons and subject 1349 to the notice and review provisions of s. 216.177, the Governor 1350 may direct the Agency for Health Care Administration to amend 1351 the Medicaid state plan to delete the optional Medicaid service 1352 known as “Intermediate Care Facilities for the Developmentally 1353 Disabled.” Optional services may include: 1354 (13) HOME AND COMMUNITY-BASED SERVICES.— 1355 (d) The agency shallrequest federal approval todevelop a 1356 system to require payment of premiums, fees, or other cost 1357 sharing by the parents of a child younger than 18 years of age 1358 who is being served by a waiver under this subsection if the 1359 adjusted household income is greater than 100 percent of the 1360 federal poverty level. The amount of the premium, fee, or cost 1361 sharing shall be calculated using a sliding scale based on the 1362 size of the family, the amount of the parent’s adjusted gross 1363 income, and the federal poverty guidelines. The premium, fee, or 1364 other cost sharing paid by a parent may not exceed the cost of 1365 waiver services to the client. Parents who have more than one 1366 child receiving services may not be required to pay more than 1367 the amount required for the child who has the highest 1368 expenditures. Parents who do not live with each other remain 1369 responsible for paying the required contribution. The client may 1370 not be denied waiver services due to nonpayment by a parent. 1371 Adoptive and foster parents are exempt from payment of any 1372 premiums, fees, or other cost-sharing for waiver services. The 1373 agency shall request federal approval as necessary to implement 1374 the program.The premium and cost-sharing system developed by1375the agency shall not adversely affect federal funding to the1376state.Upon receivingAfter the agency receivesfederal 1377 approval, if required, the agency, the Agency for Persons with 1378 Disabilities, and the Department of Children and Family Services 1379 may implement the system and collect income information from 1380 parents of children who will be affected by this paragraph. The 1381 parents must provide information upon request. The agency shall 1382 prepare a report to include the estimated operational cost of 1383 implementing the premium, fee, and cost-sharing system and the 1384 estimated revenues to be collected from parents of children in 1385 the waiver program. The report shall be delivered to the 1386 President of the Senate and the Speaker of the House of 1387 Representatives by June 30, 2012. The agency, the Department of 1388 Children and Family Services, and the Agency for Persons with 1389 Disabilities may adopt rules to administer this paragraph. 1390 Section 13. Section 514.072, Florida Statutes, is amended 1391 to read: 1392 514.072 Certification of swimming instructors for people 1393 who have developmental disabilitiesrequired.—Any person working 1394 at a swimming pool who holds himself or herself out as a 1395 swimming instructor specializing in training people who have a 1396 developmental disabilitydevelopmental disabilities, as defined 1397 in s. 393.063(11)393.063(10), may be certified by the Dan 1398 Marino Foundation, Inc., in addition to being certified under s. 1399 514.071. The Dan Marino Foundation, Inc., must develop 1400 certification requirements and a training curriculum for 1401 swimming instructors for people who have developmental 1402 disabilities and must submit the certification requirements to 1403 the Department of Health for reviewby January 1, 2007.A person1404certified under s.514.071before July 1, 2007, must meet the1405additional certification requirements of this section before1406January 1, 2008. A person certified under s.514.071on or after1407July 1, 2007, must meet the additional certification1408requirements of this section within 6 months after receiving1409certification under s.514.071.1410 Section 14. This act shall take effect July 1, 2012.