Minnesota Minnesota

Community-Based Services Manual (CBSM)

Community-Based Services Manual (CBSM)


Choice to waive annual assessment

Page posted: 11/14/16

Page reviewed: 3/30/26

Page updated: 3/30/26

Legal authority

Minn. Stat. §256B.0911

Overview

Certain people can choose to waive their annual long-term services and supports (LTSS) assessment when both of the following are true:

  • · There are no changes to the person’s current, non-Medical Assistance (MA) funded support plan, including no changes to guardianship status.
  • · DHS does not need a redetermination of eligibility for MA-funded services.

    • Eligibility

    DHS strongly encourages an annual assessment for everyone. However, the following people (or their legal representatives) may waive their assessment if they are not on a waiver waiting list:

  • · People younger than age 65 who live in a nursing facility.
  • · People who receive Rule 185 developmental disability/related condition (DD/RC) case management only, or with services not funded by MA (e.g., semi-independent living services, county-paid day training and habilitation).

    • If a person is on a waiver waiting list, they must receive an annual assessment to remain on the list.

    Process for people younger than age 65 who live in a nursing facility

    A person younger than age 65 who lives in a nursing facility may choose to waive the assessment one year at a time (i.e., annually). They may waive the assessment for no more than two consecutive years.

    The person must provide a written statement to the lead agency to waive the assessment.

    Process for people who receive Rule 185 DD/RC case management

    This information applies to people who receive DD/RC case management either:

  • · Without any other services.
  • · With services not funded by MA.

    • The DD/RC case manager must offer the person or legal representative (if applicable) an assessment annually and the option to accept or waive it. There is no limit to the number of years the person/legal representative can waive the assessment.

    Before the person/legal representative can choose to waive the assessment, the person must have an in-person planning meeting with the DD/RC case manager. The planning meeting also includes others chosen by the person.

    Timeline

    The planning meeting must occur at least three months before the anniversary month of the person’s previous assessment. The DD/RC case manager may conduct the planning meeting at a regularly scheduled meeting time (e.g., the person’s mid-year meeting).

    Instructions

    During the planning meeting, the DD/RC case manager must work with the person to:

  • · Review the person’s current support plan.
  • · Discuss potential changes to the support plan, including changes based on a change in the person’s condition or an emerging need for which the person may need additional resources.
  • · Discuss the benefits of an assessment of the person’s needs, goals, strengths, preferences and options.
  • · Decide whether to schedule the person’s assessment or waive the upcoming assessment until the following annual review period.

    • After the planning meeting, if there are no changes to the person’s support plan, the person/legal representative may choose to waive the assessment.

    If the person/legal representative chooses to waive the assessment, the DD/RC case manager must:

  • · Create a new support plan for the upcoming year.
  • · Update the support plan as indicated by the person.
  • · Obtain signature(s) using the signature page within the support plan to indicate the person’s agreement with the new support plan.

    • Additional resources

    CBSM – Assessment applicability and timelines
    CBSM – MnCHOICES
    CBSM – Rule 185 case management
    CBSM – Nursing facility assessment for people age 64 and younger

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