Current through Register Vol. 54, No. 12, March 23, 2024
(a) A support
coordinator, base-funding support coordinator or targeted support manager shall
assure the completion of the following activities when developing an initial
individual plan and the annual review of the individual plan:
(1) Coordination of information gathering and
assessment activity, which includes the results from assessments prior to the
initial and annual individual plan meeting.
(2) Collaboration with the individual and
persons designated by the individual to coordinate a date, time and location
for initial and annual individual plan meetings.
(3) Distribution of meeting invitations to
individual plan team members.
(4)
Facilitation of the individual plan meeting, or assistance for an individual
who chooses to facilitate the individual's own meeting.
(5) Documentation of agreement with the
individual plan from the individual, persons designated by the individual and
other team members.
(6)
Documentation and submission of the individual plan reviews, and revisions to
the individual plan, to the Department and the designated managing entity for
approval and authorization.
(7) If
the individual plan is returned for revision, resubmission of the amended
individual plan for approval and authorization.
(8) Distribution of the individual plan to
the individual plan team members who do not have access to the Department's
information management system.
(9)
Revision of the individual plan when there is a change in an individual's
needs.
(b) A support
coordinator, base-funding support coordinator or targeted support manager shall
monitor the implementation of the individual plan, as well as the health,
safety and well-being of the individual, using the Department's monitoring
tool.
(c) A support coordinator,
base-funding support coordinator or targeted support manager shall maintain a
current record for each individual, including the following:
(1) Health care information, including
diagnosis, a medical history since birth and medical records.
(2) Evidence of the individual's choice of
provider and service location.
(3)
Financial information, including how the individual chooses to use personal
funds.
(4) The individual's
court-appointed legal guardian, power of attorney, representative payee and
designated persons for purposes of this chapter, if applicable.
(5) The list of persons who participated in
the individual plan team meetings.
This section cited in 55 Pa. Code §
6100.801 (relating to agency with
choice); 55 Pa. Code §
6100.804 (relating to
base-funding); and 55 Pa. Code §
6100.805 (relating to vendor goods
and services).
