(a) If a case manager receives a request from an individual or LAR to transfer to another CMA or DSA or receives notice from HHSC that an individual has requested to transfer to another CMA or DSA, the case manager must:      
        (1) document in the individual's record the date the case manager received the request or notice to transfer;       
        (2) give the individual and LAR a written list of CMAs and DSAs serving the catchment area in which the individual resides;       
        (3) have the individual or LAR select a CMA or DSA by completing an HHSC Selection Determination form; and       
        (4) within three business days, make transfer arrangements in accordance with the                 Community Living Assistance and Support Services Provider Manual                with:                  (A) the individual or LAR; and                   (B) the receiving CMA or DSA.         
      (b) A case manager must establish an effective date for an individual's transfer to another CMA or DSA that:      
        (1) is at least 14 calendar days after the date the case manager receives the request or notice described in subsection (a) of this section; and       
        (2) is agreed to by the current CMA, the individual or LAR, and the receiving CMA or DSA.       
      (c) If an individual is transferring to another DSA, the case manager must obtain the number of service units to be transferred for each service on the individual's current IPC from the transferring DSA.     
      (d) A current case manager must submit the following completed documents to HHSC before the effective date of a transfer to another CMA or DSA:      
        (1) the individual's current IPC;       
        (2) the HHSC IPC Service Delivery Transfer Worksheet form; and       
        (3) the HHSC Selection Determination form.       
      (e) The IPC period of an enrollment IPC or renewal IPC does not change when an individual transfers to another CMA or DSA.     
      (f) If a case manager receives a request from an individual or LAR to transfer to another FMSA or receives notice from HHSC that an individual has requested to transfer to another FMSA, the case manager must:      
        (1) give the individual and LAR a written list of FMSAs serving the county in which the individual resides;       
        (2) have the individual or LAR select an FMSA from the list described in paragraph (1) of this subsection; and       
        (3) comply with 40 TAC §41.403(c) (relating to Transfer Process).       
     Source Note:        The provisions of this §259.151 adopted to be effective January 30, 2023, 48 TexReg 362