(1) For each person receiving services, an individual plan status report must be produced on a quarterly basis.

(a) Each corporation providing services for the person receiving services must assign a representative to participate in the development of the quarterly individual plan status report.

(b) A copy of the individual plan status report must be provided to:

(i) the case manager; and

(ii) the developmental disabilities program program office, if the case manager is a contracted case manager.

(c) An individual plan status report must include the following:

(i) a summary of progress toward the attainment of the objectives listed in the individual plan;

(ii) the need for or the action taken to assure progress; and

(iii) the need, if any, to reconvene the individual planning team.

(d) The case manager will, depending on the individual plan status report:

(i) discuss the information with an assigned representative from the corporation;

(ii) observe the implementation of objectives;

(iii) review individual progress data to determine if there is a sufficient lack of progress to necessitate notification of the individual planning team; and

(iv) send individual plan status reports to other planning team members upon request.

(2) The individual planning team must meet at least annually to formally review the goals and objectives established at the previous planning meeting. In reviewing the previous plan, the team shall:

(a) analyze progress data for each objective selected at the last team meeting;

(b) modify the goals and objectives as necessary;

(c) determine satisfaction with current services and supports; and

(d) determine further services and supports that are needed.