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<regulation prefix="Regulation" num=".05" citation="COMAR 07.02.12.05" title_num="07" subtitle_num="02" chapter_num="12" heading="Title IV-E Monthly Adoption Assistance.">
  <paragraph num="A.">
    <text>Adoption assistance is medical benefits, and in appropriate cases a monthly payment, provided to adoptive families on behalf of eligible children to help the family defray the costs of meeting a child’s special needs.</text>
  </paragraph>
  <paragraph num="B.">
    <text>The Administration shall offer adoption assistance to the parent of an eligible child that meets the eligibility criteria for an applicable child or a nonapplicable child.</text>
  </paragraph>
  <paragraph num="C.">
    <text>An eligible child shall be under the guardianship of a local department or a licensed private placement agency, or have been adopted in a consensual adoption pursuant to Family Law Article, §5-338, Annotated Code of Maryland.</text>
  </paragraph>
  <paragraph num="D.">
    <text>IV-E Child Eligibility Criteria.</text>
    <paragraph num="(1)">
      <text>A child who is not a citizen or resident of the United States and who was either adopted outside the United States or brought to the United States for the purpose of being adopted may not be considered an applicable child, unless:</text>
      <paragraph num="(a)">
        <text>The adoption dissolves or the adoptive parent dies; and</text>
      </paragraph>
      <paragraph num="(b)">
        <text>The child is subsequently adopted from out-of-home placement.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(2)">
      <text>The Administration shall determine that a child is an applicable child, has special needs, and meets certain placement or medical criteria prior to an adoption in order for a child to receive IV-E adoption assistance.</text>
    </paragraph>
    <paragraph num="(3)">
      <text>A child is an applicable child if:</text>
      <paragraph num="(a)">
        <text>The child is:</text>
        <paragraph num="(i)">
          <text>6 years old or older in fiscal year 2015;</text>
        </paragraph>
        <paragraph num="(ii)">
          <text>4 years old or older in fiscal year 2016; or</text>
        </paragraph>
        <paragraph num="(iii)">
          <text>In federal fiscal year 2017, when a child of any age will meet the criterion;</text>
        </paragraph>
      </paragraph>
      <paragraph num="(b)">
        <text>The child has been in foster care under the responsibility of the Title IV-E agency for at least 60 consecutive months; or</text>
      </paragraph>
      <paragraph num="(c)">
        <text>The child is the sibling of a child that meets either the age or time in foster care requirements in §D(3)(a) and (b) of this regulation, and the siblings are placed in the same adoptive placement.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(4)">
      <text>Special needs for an applicable child exist when the child cannot or should not be returned to the home of the parent and:</text>
      <paragraph num="(a)">
        <text>The child meets all medical or disability requirements for SSI, or one of the special needs factors exist; and</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Reasonable but unsuccessful efforts have been made to place the child without assistance, unless the child is being adopted by their foster parent and has significant emotional ties with that person.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(5)">
      <text>An applicable child meets placement or medical criteria if:</text>
      <paragraph num="(a)">
        <text>The child is in the care of a public agency or a licensed child placement agency or tribe pursuant to:</text>
        <paragraph num="(i)">
          <text>An involuntary removal in accordance with a judicial determination that it is contrary to the child’s welfare to remain in the home;</text>
        </paragraph>
        <paragraph num="(ii)">
          <text>A voluntary placement agreement; or</text>
        </paragraph>
        <paragraph num="(iii)">
          <text>A voluntary relinquishment;</text>
        </paragraph>
      </paragraph>
      <paragraph num="(b)">
        <text>The child meets all medical and disability eligibility requirements of SSI;</text>
      </paragraph>
      <paragraph num="(c)">
        <text>The child was residing in a foster family home or childcare institution with their minor parent, and the minor parent was removed from the home pursuant to either:</text>
        <paragraph num="(i)">
          <text>An involuntary removal in accordance with a judicial determination that it was contrary to the child’s welfare to remain in the home; or</text>
        </paragraph>
        <paragraph num="(ii)">
          <text>A voluntary placement agreement or a voluntary relinquishment; or</text>
        </paragraph>
      </paragraph>
      <paragraph num="(d)">
        <text>The child was eligible for adoption assistance in a prior adoption and is now being subsequently adopted because the adoptive parents have died or their parental rights have been terminated.</text>
      </paragraph>
    </paragraph>
  </paragraph>
  <paragraph num="E.">
    <text>Nonapplicable Child Eligibility Criteria.</text>
    <paragraph num="(1)">
      <text>A nonapplicable child is a child that does not meet the applicable child criteria as detailed in §D of this regulation.</text>
    </paragraph>
    <paragraph num="(2)">
      <text>A nonapplicable child will be eligible for IV-E adoption assistance if the child is a special needs child and the child meets certain placement or medical criteria prior to the adoption.</text>
    </paragraph>
    <paragraph num="(3)">
      <text>Special needs for a nonapplicable child exist when:</text>
      <paragraph num="(a)">
        <text>The child cannot or should not be returned to the home of the parent;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>One of the special needs factors exists; and</text>
      </paragraph>
      <paragraph num="(c)">
        <text>Reasonable but unsuccessful efforts have been made to place the child without adoption assistance, unless the child is being adopted by their foster parent who provided foster care services and has significant emotional ties with that person.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(4)">
      <text>A nonapplicable child meets the placement or medical criteria prior to the adoption if:</text>
      <paragraph num="(a)">
        <text>The child is Aid to Families with Dependent Children eligible at the time of removal pursuant to:</text>
        <paragraph num="(i)">
          <text>An involuntary removal in accordance with a judicial determination it is contrary to the child’s welfare to remain in the home; or</text>
        </paragraph>
        <paragraph num="(ii)">
          <text>A voluntary placement agreement wherein the child received IV-E foster care payments in that placement;</text>
        </paragraph>
      </paragraph>
      <paragraph num="(b)">
        <text>The child is eligible for SSI;</text>
      </paragraph>
      <paragraph num="(c)">
        <text>The child’s minor parent was in foster care and received foster care maintenance payments that covered the minor parent and the child; or</text>
      </paragraph>
      <paragraph num="(d)">
        <text>The child was eligible for adoption assistance in a prior adoption and is now being subsequently adopted because the adoptive parents have died or their parental rights have been terminated.</text>
      </paragraph>
    </paragraph>
  </paragraph>
  <paragraph num="F.">
    <text>Payments.</text>
    <paragraph num="(1)">
      <text>The adoption assistance payment shall be determined through negotiation and agreement between the local department and the adoptive parent.</text>
    </paragraph>
    <paragraph num="(2)">
      <text>The adoption assistance payment may be combined with the parent’s financial resources to assist with meeting the child’s identifiable, quantifiable current and future needs.</text>
    </paragraph>
    <paragraph num="(3)">
      <text>The amount and duration of the payment:</text>
      <paragraph num="(a)">
        <text>Shall be based on the needs of the child and the circumstances of the family; and</text>
      </paragraph>
      <paragraph num="(b)">
        <text>May not exceed the foster care payment received by the foster parents for the child.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(4)">
      <text>The amount of the adoption assistance payment for a medically fragile child adopted by his or her treatment foster parents may not exceed the foster care payment received by the treatment foster parents up to a maximum of $2,000.</text>
    </paragraph>
    <paragraph num="(5)">
      <text>The local department may determine a $0 payment is appropriate in certain circumstances, including:</text>
      <paragraph num="(a)">
        <text>Adoption assistance is not needed by the parent at the time the adoption is finalized to defray the cost of meeting the child’s special needs; or</text>
      </paragraph>
      <paragraph num="(b)">
        <text>The child is at risk of developing a physical or mental disease or disability, but is not currently symptomatic.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(6)">
      <text>Allowances, paid to the resource parents in addition to the foster care payment, such as those for transportation, day care, or camp, or differential amounts paid to resource parents in certain counties, may not be included in the negotiated adoption assistance rate.</text>
    </paragraph>
    <paragraph num="(7)">
      <text>Negotiation.</text>
      <paragraph num="(a)">
        <text>The local department shall negotiate the amount of the adoption assistance based upon the:</text>
        <paragraph num="(i)">
          <text>Needs of the child;</text>
        </paragraph>
        <paragraph num="(ii)">
          <text>The circumstances of the family; and</text>
        </paragraph>
        <paragraph num="(iii)">
          <text>The family’s ability to incorporate the child into their household.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(b)">
        <text>As a part of the negotiation process, the local department shall assess the child’s needs based on:</text>
        <paragraph num="(i)">
          <text>Documentation in the record;</text>
        </paragraph>
        <paragraph num="(ii)">
          <text>Documentation provided by the adoptive family; and</text>
        </paragraph>
        <paragraph num="(iii)">
          <text>Any additional relevant information.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(c)">
        <text>The negotiation process shall include a discussion of:</text>
        <paragraph num="(i)">
          <text>The child’s needs and the family’s circumstances; and</text>
        </paragraph>
        <paragraph num="(ii)">
          <text>The assistance the local department may provide to help the family assume primary financial responsibility for the child.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(d)">
        <text>The local department and the adoptive parent shall explore the availability of other resources such as SSI and other Social Security benefits, adoption tax credits, educational or vocational training assistance, and community supports that may be available to meet the child’s needs on an ongoing basis after the adoption is finalized.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(8)">
      <text>Concurrent Receipt of Benefits.</text>
      <paragraph num="(a)">
        <text>The local department shall advise the family that, if the nonapplicable child receives SSI and adoption assistance at the same time, the SSI benefits will be reduced on a dollar-for-dollar basis in the amount of the IV-E adoption assistance.</text>
      </paragraph>
      <paragraph num="(b)">
        <text>If a child receives other Social Security benefits, such as survivor’s benefits, retirement benefits, or old age benefits, the amount of these benefits may be considered when negotiating the amount of the adoption assistance.</text>
      </paragraph>
      <paragraph num="(c)">
        <text>The adoptive family shall report their receipt of adoption assistance to the Social Security Administration.</text>
      </paragraph>
      <paragraph num="(d)">
        <text>The family shall report their receipt of benefits to the Administration while the adoption assistance agreement is in effect.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(9)">
      <text>Adoption assistance payments shall become effective on the date the adoption is finalized.</text>
    </paragraph>
    <paragraph num="(10)">
      <text>If the local department makes an overpayment through error or some other means, the local department may recover the over payment.</text>
    </paragraph>
  </paragraph>
  <paragraph num="G.">
    <text>Adoption Assistance Agreement.</text>
    <paragraph num="(1)">
      <text>An adoption assistance agreement shall be:</text>
      <paragraph num="(a)">
        <text>In writing;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Binding on all parties;</text>
      </paragraph>
      <paragraph num="(c)">
        <text>On a form approved and distributed by the Administration; and</text>
      </paragraph>
      <paragraph num="(d)">
        <text>Signed by the director of the local department or designee and the adoptive parent prior to the finalization of the adoption.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(2)">
      <text>If the Maryland adoptive parent and the child move to another state:</text>
      <paragraph num="(a)">
        <text>The adoption assistance agreement shall remain in effect;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>The adoptive parent shall be referred by the local department to the appropriate federal Title XIX and Title XX agencies in the adoptive parent’s state of residence; and</text>
      </paragraph>
      <paragraph num="(c)">
        <text>The local department shall provide the state of residence with documentation regarding the child’s eligibility for Medicaid and Title XX services as provided by the state of residence.</text>
      </paragraph>
    </paragraph>
  </paragraph>
  <paragraph num="H.">
    <text>Medical Benefits.</text>
    <paragraph num="(1)">
      <text>A child who has an adoption assistance agreement in effect is eligible for Medicaid benefits under the state Medicaid plan in his or her state of residence.</text>
    </paragraph>
    <paragraph num="(2)">
      <text>Children who have an adoption assistance agreement that provides for a $0 monthly payment shall be eligible for Medicaid.</text>
    </paragraph>
  </paragraph>
  <paragraph num="I.">
    <text>Interstate Adoption.</text>
    <paragraph num="(1)">
      <text>If the State public child welfare agency has responsibility for placement and care of a child prior to finalization of the adoption, that State shall be responsible for entering into the adoption assistance agreement with the family, provided the child is an eligible child.</text>
    </paragraph>
    <paragraph num="(2)">
      <text>If the State public child welfare agency does not have responsibility for placement and care of a child, the adoption assistance agreement should be applied for and made in the adoptive parents’ State of residence. In that event, the public child welfare agency in the adoptive parents’ State of residence is responsible for determining whether the child meets the definition of special needs, entering into the adoption assistance agreement and paying the subsidy, consistent with the way public benefits are paid in other programs.</text>
    </paragraph>
    <paragraph num="(3)">
      <text>An adoption assistance payment shall not exceed the foster care payment received by the foster parents for the child.</text>
    </paragraph>
    <paragraph num="(4)">
      <text>In order to protect the interests of the child, the local department shall follow the procedures established by the Interstate Compact on Adoption Medical Assistance to facilitate the interstate coordination of benefits.</text>
      <paragraph num="(a)">
        <text>The adoptive parent shall be referred by the local department to the appropriate federal Title XIX and Title XX agencies in their state of residence or tribal service area.</text>
      </paragraph>
      <paragraph num="(b)">
        <text>The local department shall provide the state of residence or tribal service area with documentation regarding the child’s eligibility for Medicaid and Title XX services as provided by the state of residence, or tribal service area.</text>
      </paragraph>
    </paragraph>
  </paragraph>
  <paragraph num="J.">
    <text>Death of Adoptive Parents or Dissolution of the Adoption. If a child is receiving IV-E adoption assistance and the adoptive parents die or the parental rights of the adoptive parents are terminated, the adoption assistance may be paid on behalf of the child:</text>
    <paragraph num="(1)">
      <text>In a subsequent adoption; and</text>
    </paragraph>
    <paragraph num="(2)">
      <text>If the child continues to meet the special needs factor criteria; and</text>
    </paragraph>
    <paragraph num="(3)">
      <text>The Adoption Assistance Agreement is signed by the Director or designee and the subsequent adoptive parent prior to the finalization of the adoption.</text>
    </paragraph>
  </paragraph>
  <paragraph num="K.">
    <text>Annual Redetermination.</text>
    <paragraph num="(1)">
      <text>A local department shall review a child’s continued eligibility for adoption assistance on an annual basis.</text>
    </paragraph>
    <paragraph num="(2)">
      <text>The adoptive parent shall notify the local department of circumstances that would make them ineligible for adoption assistance payments or for adoption assistance payments in a different amount.</text>
    </paragraph>
    <paragraph num="(3)">
      <text>A local department shall send a redetermination packet to the adoptive family at least 90 days prior to the annual renewal due date.</text>
    </paragraph>
    <paragraph num="(4)">
      <text>At least 60 days prior to the annual renewal due date, an adoptive family shall submit documentation to the local department to enable the department to confirm the child’s continued eligibility for adoption assistance at the current adoption assistance rate.</text>
    </paragraph>
    <paragraph num="(5)">
      <text>Education, vocational training, and disability documentation for a child younger than 18 years old includes:</text>
      <paragraph num="(a)">
        <text>Proof of routine medical care provided to the child within 6 months prior to the renewal date for the child who is not required to attend school due to age;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Proof of enrollment and attendance for the child who is of the age where school attendance is compulsory in the form of:</text>
        <paragraph num="(i)">
          <text>A current report card;</text>
        </paragraph>
        <paragraph num="(ii)">
          <text>Documentation of current participation in a home and hospital educational program approved by the educational agency in the child’s place of residence; or</text>
        </paragraph>
        <paragraph num="(iii)">
          <text>Documentation that the child is currently incapable of attending school on a full-time basis due to a documented medical condition of the child; or</text>
        </paragraph>
        <paragraph num="(iv)">
          <text>Proof of current enrollment in the program and proof of routine medical care provided to the child within 6 months prior to the renewal date for the child who is enrolled in a home school program approved by the educational agency in the child’s place of residence.</text>
        </paragraph>
      </paragraph>
    </paragraph>
    <paragraph num="(6)">
      <text>Education, vocational training, and disability documentation for a child 18 years old or older includes:</text>
      <paragraph num="(a)">
        <text>Documentation of a current mental or physical disability that warrants the continuation of adoption assistance; or</text>
      </paragraph>
      <paragraph num="(b)">
        <text>If the child began receiving adoption assistance after reaching 16 years of age, documentation of:</text>
        <paragraph num="(i)">
          <text>Enrollment in school;</text>
        </paragraph>
        <paragraph num="(ii)">
          <text>Participation in a program or activity that promotes or reduces barriers to employment;</text>
        </paragraph>
        <paragraph num="(iii)">
          <text>Employment for at least 80 hours per month; or</text>
        </paragraph>
        <paragraph num="(iv)">
          <text>A medical condition due to which the child is incapable of any of these activities.</text>
        </paragraph>
      </paragraph>
    </paragraph>
    <paragraph num="(7)">
      <text>If an adoptive family’s failure to return the required information for renewal to the local department leads the Department to conclude that one of the bases for terminating the adoption assistance as stated in §M of this regulation exists, the local department may terminate the adoption assistance. The family must be given a letter of intended action that contains a statement regarding the right to appeal the determination.</text>
    </paragraph>
  </paragraph>
  <paragraph num="L.">
    <text>Renegotiation of Adoption Assistance.</text>
    <paragraph num="(1)">
      <text>The amount of the adoption assistance may be renegotiated at the request of the adoptive parent or the local department at any time while the adoption assistance agreement is in effect.</text>
    </paragraph>
    <paragraph num="(2)">
      <text>To assist in the renegotiation process, the local department shall request information from the adoptive family regarding any changes in circumstances that would justify an adjustment in the amount of adoption assistance, such as the child’s entry into out-of-home placement, and such information may include:</text>
      <paragraph num="(a)">
        <text>School reports;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>Psychological evaluations;</text>
      </paragraph>
      <paragraph num="(c)">
        <text>Medical reports;</text>
      </paragraph>
      <paragraph num="(d)">
        <text>Costs and descriptions of services needed for the child, including documentation that services are not covered by the current adoption assistance amount or by medical assistance or community resources; and</text>
      </paragraph>
      <paragraph num="(e)">
        <text>The amount of the adjustment requested.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(3)">
      <text>The renegotiated adoption assistance amount may not exceed the foster care payment the foster parent received when the child was in foster care.</text>
    </paragraph>
    <paragraph num="(4)">
      <text>Changes in the adoption assistance amount shall be agreed to by the adoptive parent and approved by the Administration.</text>
    </paragraph>
    <paragraph num="(5)">
      <text>If a child receives other Social Security benefits, such as survivor’s benefits, retirement benefits, or old age benefits, the IV-E monthly adoption assistance payment may not be reduced to reflect receipt of this resource unless the adoptive parent agrees to the reduction.</text>
    </paragraph>
  </paragraph>
  <paragraph num="M.">
    <text>Termination of IV-E Adoption Assistance.</text>
    <paragraph num="(1)">
      <text>IV-E adoption assistance for an adoptive child shall be terminated when the adoptive child is 18 years old unless:</text>
      <paragraph num="(a)">
        <text>The adoptive child who the local department has determined to have a mental or physical disability that warrants the continuation of assistance may continue to receive IV-E adoption assistance until age 21; or</text>
      </paragraph>
      <paragraph num="(b)">
        <text>The adoptive child who was 16 years old or older when the adoption assistance payments began may continue to receive IV-E adoption assistance until age 21 provided that subsequent to the child’s 18th birthday the child is:</text>
        <paragraph num="(i)">
          <text>The child is completing secondary education or a program leading to an equivalent credential;</text>
        </paragraph>
        <paragraph num="(ii)">
          <text>The child is enrolled in an institution which provides post-secondary or vocational education;;</text>
        </paragraph>
        <paragraph num="(iii)">
          <text>The child is participating in a program or activity designed to promote, or remove barriers to, employment;</text>
        </paragraph>
        <paragraph num="(iv)">
          <text>The child is employed for at least 80 hours per month; or</text>
        </paragraph>
        <paragraph num="(v)">
          <text>The child is incapable of doing any of the above described activities due to a medical condition.</text>
        </paragraph>
      </paragraph>
    </paragraph>
    <paragraph num="(2)">
      <text>IV-E adoption assistance shall be terminated when:</text>
      <paragraph num="(a)">
        <text>The adoptive parents or the adoptive child dies;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>The adoptive parent is no longer legally responsible for the child; or</text>
      </paragraph>
      <paragraph num="(c)">
        <text>The adoptive parent is no longer providing any financial support to the child.</text>
      </paragraph>
    </paragraph>
    <paragraph num="(3)">
      <text>At least 30 days before the planned termination, the local department shall send the adoptive parent a notice that includes:</text>
      <paragraph num="(a)">
        <text>The intent to terminate the adoption assistance;</text>
      </paragraph>
      <paragraph num="(b)">
        <text>The specific regulations providing grounds for termination; and</text>
      </paragraph>
      <paragraph num="(c)">
        <text>A statement describing the adoptive family’s right to appeal.</text>
      </paragraph>
    </paragraph>
  </paragraph>
</regulation>