Section 12. Preparation For Participation In Transition Planning

In order to prepare team members for participation in the team process, the following activities, as provided in the Jackson systemic plan and management manual should occur: A. Team members who are staff of the health care authority or of the case management agencies providing services on behalf of the state shall be trained in the TIDT process. B. The case manager and the helper shall meet with and provide assistance to the individual so that the individual understands and is prepared to participate in the TIDT process to the extent possible. C. The case manager shall meet with the parent/guardian and provide information on the TIDT process. D. The information developed for the individual and parent/guardian pursuant to the Jackson Management Manual shall be provided to the individual and parent/guardian. E. The authority shall provide for an interpreter, if necessary, and for transportation for the parent/guardian to attend team meetings as needed. [8.371.7.12 NMAC - N, 7/1/2024] 8.371.7 NMAC 5 8.371.7.13 THE PROCESS FOR THE DEVELOPMENT OF THE INDIVIDUAL TRANSITION PLAN (ITP) - TIME LINES: A. The individual transition plan (ITP) process provides timelines by which specific actions are scheduled to occur. Although the health care authority intends to accomplish the specified activities within the time lines provided, the quality of individual program planning and the involvement of the individual will not be compromised in order to achieve a specific time line. B. The health care authority shall provide to the plaintiffs and plaintiff-intervenors a “planning initiation schedule” on a quarterly basis that will identify the date by which Activity 11, the TIDT meeting, shall be initiated for each individual on the schedule. The initial transition interdisciplinary team (TIDT) meeting is scheduled by the Jackson office of the developmental disabilities division (DDD) upon the recommendation of the facility IDT for community placement tervenors a “planning initiation schedule” on a quarterly basis that will identify the date by which Activity 11, the TIDT meeting, shall be initiated for each individual on the schedule. The initial transition interdisciplinary team (TIDT) meeting is scheduled by the Jackson office of the developmental disabilities division (DDD) upon the recommendation of the facility IDT for community placement. Except as provided herein, effective August 1, 1994, and thereafter, the initial transition interdisciplinary team (TIDT) meeting will be scheduled within sixty days of a community placement recommendation of the facility interdisciplinary team (FIDT). If, as of July 31, 1994, new Los Lunas center for persons with developmental disabilities FIDT community placement recommendations exceed one, but do not exceed two per month, the requirement to schedule the TIDT meeting within 60 days is effective September 1, 1994. If, as of July 31, 1994, new Los Lunas hospital and training school FIDT community placement recommendations exceed two per month, the requirement to schedule the TIDT meeting within 60 days is effective October 1, 1994. TIDT dates are fixed and subject to change only on condition of extraordinary circumstances, absence of key team members or due process initiation. C. The time lines shall be extended only so long as necessary to accommodate: (1) additional TIDT meetings, as determined by the TIDT under Activity 11 or the case manager under activity 17; (2) a pending dispute pursuant to the dispute resolution process (DRP) for individual transition plans (see Activity 18 and 8.371.8 NMAC) dispute resolution process (Appendix B); or (3) extraordinary circumstances as determined by: (a) the case manager under Activities 16 and 17, for example.or (b) the Jackson coordinator as a result of significant changes in an individual’s condition or circumstances. (4) A delay for extraordinary circumstances is subject to review by the TIDT upon the request of the individual, the parent/guardian or their representative ss (Appendix B); or (3) extraordinary circumstances as determined by: (a) the case manager under Activities 16 and 17, for example.or (b) the Jackson coordinator as a result of significant changes in an individual’s condition or circumstances. (4) A delay for extraordinary circumstances is subject to review by the TIDT upon the request of the individual, the parent/guardian or their representative. D. Absent such events, the division shall schedule and accomplish the activities identified below within the following time lines: (1) TIDT meeting (Activity 11): No more than 228 days prior to placement, and as set by Jackson transition office calendar (absent extraordinary circumstances or judicial stay order); updated calendars submitted to the court; (2) additional TIDTs (Activity 11): within 21 days of initial TIDT meeting; (3) cost proposals (Activity 13 - 14): submitted 30 days after distribution of the ITP; reviewed within 30 days; (4) ITPQA review meeting (Activity 17): scheduled at the final TIDT meeting; to occur 30 - 45 days prior to placement date. E. Case manager activities (activities 2 - 9) may begin as early as 120 days, but no later than 90 days prior to the established initial TIDT meeting date. F. Interim target time lines are more fully set forth below in the specific paragraph describing the activity. Activities 1 - 10 may begin for each individual at the division’s discretion sufficiently in advance of the planning initiation schedule identified by the division. In no event shall activity 10 be completed later that 14 days before each individual’s planning initiation date. Unless otherwise specified, days means calendar days. [8.371.7.13 NMAC - N, 7/1/2024] 8.371.7.14 THE PROCESS FOR THE DEVELOPMENT OF THE INDIVIDUAL TRANSITION PLAN (ITP) - TRANSITION PLANNING ACTIVITIES: A. Prior to the start of the formal transition process, the facility interdisciplinary team (FIDT) shall convene to conduct the annual IPP meeting before each individual’s planning initiation date. Unless otherwise specified, days means calendar days. [8.371.7.13 NMAC - N, 7/1/2024] 8.371.7.14 THE PROCESS FOR THE DEVELOPMENT OF THE INDIVIDUAL TRANSITION PLAN (ITP) - TRANSITION PLANNING ACTIVITIES: A. Prior to the start of the formal transition process, the facility interdisciplinary team (FIDT) shall convene to conduct the annual IPP meeting. At this facility IDT meeting, the following transition activities shall be conducted: 8.371.7 NMAC 6 (1) Review individual for community placement; if appropriate, make formal recommendation for community transition to begin and identify probable geographic area of community move. The individual and parent/guardian(s) shall, in consultation with the FIDT, choose the probable area of relocation. (a) If a recommendation for community placement is made, the presumption is that the individual shall, if a child, move home with necessary supports, or, if an adult, move to the family’s home town or nearby. This presumption may be altered by factors such as individual interest and choice, work interest and opportunities, friendships, families with competing interests, and the potential availability and costs of medical resources and other support services or service providers. The social worker shall notify the Jackson office of the facility of the individual’s community placement recommendation and probable area of relocation within five days. (b) After notification regarding an individual’s probable area of relocation, the Jackson office shall add the individual to the transition planning calendar. The Jackson transition representative (JTR) shall inform the individual and the individual’s parent/guardian of the identity of potential community service providers and the types of services the community service provider offers. The facility social worker and case manager, if already chosen, shall assist the individual and parent/guardian in making the community service provider selection (see Activity 7, below) ition representative (JTR) shall inform the individual and the individual’s parent/guardian of the identity of potential community service providers and the types of services the community service provider offers. The facility social worker and case manager, if already chosen, shall assist the individual and parent/guardian in making the community service provider selection (see Activity 7, below). (2) Establish goals and objectives in the IPP that will facilitate the individual’s transition, if community placement is recommended. (3) Identify strengths and supports within the ten “life areas” (profile of supports form). Make support descriptions useful. (4) Access regional office staff for community resource information and liaison. Identify generic resources in the area of relocation that could be utilized by the individual. B. Transition planning for individuals recommended for community placement shall proceed after the facility IDT meeting with the following activities. Unless the context requires otherwise, activities may occur concurrently.