BILL ANALYSIS                                                                                                                                                                                                    



          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 1421
                                                                  Page  1

          CONCURRENCE IN SENATE AMENDMENTS
          AB 1421 (Thomson)
          As Amended  August 22, 2002
          Majority vote
           
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          |ASSEMBLY:  |65-1 |(June 25, 2002) |SENATE: |27-8 |(August 28,    |
          |           |     |                |        |     |2002)          |
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           Original Committee Reference:    HEALTH  

           SUMMARY  :  Permits counties to provide court-ordered outpatient  
          treatment services for people with serious mental illnesses when  
          a court finds that a person's recent history of hospitalizations  
          or violent behavior, coupled with noncompliance with voluntary  
          treatment, indicate the person is likely to become dangerous or  
          gravely disabled without the court-ordered outpatient treatment.  
           Sunsets this bill January 1, 2008.   Specifically this bill  : 

          1)Enacts "Laura's Law."

          2)Defines "assisted outpatient treatment" (AOT) as categories of  
            outpatient services that have been ordered by a court under  
            this bill.

          3)Permits, in any county in which the required services are  
            available, a court to order an individual to obtain AOT if the  
            court finds by clear and convincing evidence that the  
            individual meets all of the following criteria:

             a)   The person is 18 years or older;

             b)   The person is suffering from a serious mental illness,  
               as defined in existing law, and is unlikely to survive  
               safely in the community without supervision, based on a  
               clinical determination;

             c)   The person has a history of lack of compliance with  
               treatment for mental illness that has:








          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 1421
                                                                  Page  2


               i)     At least twice within the last 36 months been a  
                 substantial factor in necessitating hospitalization,  
                 treatment in a mental health unit of a correctional  
                 facility, or incarceration (not including any  
                 hospitalization or incarceration immediately preceding  
                 the filing of the petition); or 

               ii)    Resulted in one or more acts, attempts, or threats  
                 of serious violent behavior toward self or others, within  
                 the last 48 months (not including any hospitalization or  
                 incarceration immediately preceding the filing of the  
                 petition).

             d)   The county mental health director or designee has  
               offered the person an opportunity to participate in a  
               treatment plan, the person continues to fail to engage in  
               treatment, and the person's condition is substantially  
               deteriorating;

             e)   In view of the person's treatment history and current  
               behavior, the person is in need of AOT in order to prevent  
               a relapse or deterioration which would be likely to result  
               in grave disability or serious harm to the person or others  
               as defined in Section 5150 (the state's existing  
               involuntary inpatient treatment law); and
             f)   AOT would be the least restrictive placement necessary  
               to ensure the person's recovery and stability, and the  
               person is likely to benefit from the treatment.

          4)Permits a petition for an order authorizing AOT to be filed in  
            the superior court in the county in which the person who is  
            the subject of the petition is present or reasonably believed  
            to be present.

          5)Permits a request for the filing of a petition for an AOT  
            order to be made to the county mental health department by:

             a)   An adult living with the person who is the subject of  
               the petition;








          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 1421
                                                                  Page  3


             b)   The parent, spouse, sibling, or adult child of that  
               person; or

             c)   Specified mental health and law enforcement personnel.

          6)Requires the county mental health director or his or her  
            designee to investigate the request, including conducting an  
            examination of the person who is the subject of the petition,  
            and to file the petition only upon a determination that there  
            is a reasonable likelihood that all the necessary elements to  
            sustain the petition can be proved by clear and convincing  
            evidence.

          7)Requires the petition to state why the subject of the petition  
            meets the criteria for AOT services, and to include an  
            affidavit by the licensed mental health treatment provider who  
            was directed to examine the person by the mental health  
            director, stating that the provider either:

             a)   After personally examining the person, recommends AOT,  
               and is willing to testify at the hearing; or

             b)   Attempted but failed to persuade the person to submit to  
               an examination, but has "reason to believe" that the person  
               meets the criteria for AOT.

          8)Requires the court to hold a hearing within five court days of  
            receipt of the petition (conducted in accordance with the  
            rules of evidence), and would permit the court to conduct the  
            hearing in the person's absence, if the person fails to appear  
            after appropriate notice.

          9)Permits the court, if the person refused to be examined during  
            the petition examination, to request that the person consent  
            to such an examination, and if the person still refuses and  
            the court believes an examination is warranted, the court may  
            order the person to be taken into custody for up to 72 hours  
            for examination by a licensed mental heath provider.









          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 1421
                                                                  Page  4

          10)Requires that the person who is the subject of an AOT  
            petition has the following rights:

             a)   Adequate notice of the hearing;

             b)   A copy of the court ordered evaluation;

             c)   Legal representation at all stages of the proceedings  
               (by the public defender, if the person has not retained  
               counsel); and 

             d)   At the hearing, to be present, to call or cross-examine  
               witnesses, and to appeal decisions.
           
          11)Permits the court, if it finds that the person meets the AOT  
            criteria, to order the person to receive AOT services, set  
            forth in a written treatment plan as specified, for an initial  
            period not to exceed six months.

          12)Prohibits the court from ordering AOT services unless the  
            court finds, in consultation with the mental  health director  
            or designee, all of the following: 

             a)   The services are available from the county, or a  
               provider approved by the county, for the duration of the  
               court order.

             b)   That the services have been offered to the person by the  
               local director of mental health, or his or her designee,  
               and the person has been given an opportunity to participate  
               on a voluntary basis, and the person has failed to engage  
               in, or has refused, treatment.

             c)   That all of elements of the petition required by this  
               bill have been met.

             d)   That the treatment plan will be delivered to the county  
               director of mental health, or to his or her appropriate  
               designee.









          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 1421
                                                                  Page  5

          13)Requires that any directions included in an existing advance  
            health care directive for the person to be considered in  
            formulating the written treatment plan.

          14)Requires the director of the AOT program, at 60-day  
            intervals, to file a declaration with the court confirming  
            that the person continues to meet the AOT criteria.  States  
            that the person has the right to dispute the declaration at a  
            hearing with the burden of proof on the director.  States that  
            the person has the right, during each 60-day period, to file  
            for a writ of habeas corpus requiring the director to prove  
            the person continues to meet the AOT criteria.

          15)Requires that, if at any time during the 72-hour hold the  
            person is determined not to meet the criteria for involuntary  
            inpatient hospitalization pursuant to existing law (Section  
            5150), and does not agree to stay in the hospital as a  
            voluntary patient, the person shall be released, and any  
            subsequent involuntary retention in a hospital shall be  
            pursuant to existing law (Section 5150.)

          16)Permits the court, if the person who is the subject of a  
            petition for an order for AOT pursuant to this bill refuses to  
            participate in the AOT program, to order the person to meet  
            with the AOT team designated by the director of the AOT  
            program.  Requires the treatment team to attempt to gain the  
            person's cooperation with the AOT order. Permits the court to  
            subject the person to a 72-hour hold only if the treatment  
            team's efforts to gain cooperation failed.

          17)States that failure to comply with an order of AOT alone  
            shall not be grounds for involuntary civil commitment or a  
            finding of contempt of court.

          18)Requires the director, if the director of the AOT program  
            determines that the condition of the patient requires further  
            AOT, to apply to the court, prior to the expiration of the  
            period of the initial AOT order, for an order authorizing  
            continued AOT for a period not to exceed 180 days from the  
            date of the order.  Requires the procedures for obtaining any  








          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 1421
                                                                  Page  6

            order to be in accordance with specified provisions of this  
            bill.  Prohibits the period for further involuntary outpatient  
            treatment authorized by any subsequent order from exceeding  
            180 days from the date of the order.

          19)Permits any person ordered to undergo AOT who was not present  
            at the hearing at which the order was issued to immediately  
            petition the court for a writ of habeas corpus.  Prohibits  
            treatment under the order for AOT from commencing until the  
            resolution of that petition.

          20)Permits, in any county in which services are available as set  
            forth in 23) below, any person who is determined by the court  
            to be likely to be present, or subject to detention under  
            existing law, to voluntarily enter into an agreement for  
            services under this bill.

          21) Permits the person who is the subject of the petition, after  
            a petition is filed but before the conclusion of the hearing,  
            to enter into a settlement agreement approved by the court  
            that shall have the same effect as an AOT order.

          22)Permits either party to request that the court modify the  
            treatment plan at any time during the 180-day period.

          23)Requires any county that chooses to provide AOT services, to  
            offer specified mental health outpatient services with an  
            enhancement of a 10-1 staff to client ratio and that services  
            for AOT clients be provided by specified trained mobile mental  
            health teams. Requires that participating counties also  
            provide these services on a voluntary basis.  

          24)Prohibits involuntary medication from being allowed absent a  
            separate order by the court under specified provisions of  
            existing law.

          25)Requires each participating county to provide to the  
            Department of Mental Health (DMH) specified data.  Requires  
            DMH to report on that data to the Legislature on or before May  
            1 of each year in which the participating county provides AOT  








          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 1421
                                                                  Page  7

            services.  Requires, among other things, that reporting  
            requirements include, at a minimum, an evaluation of the  
            effectiveness of the strategies employed by any program  
            operated pursuant to this bill in reducing homelessness and  
            hospitalization of persons in the program and in reducing  
            involvement with local law enforcement by persons in the  
            program and other specified information that is available.

          26) Requires that AOT orders may only be issued in counties  
            where the board of supervisors has authorized its application,  
            and has made a finding that implementation of an AOT program  
            will not result in reductions in the county's current  
            voluntary outpatient mental health programs.

          27)Requires participating counties, in consultation with DMH and  
            other specified interested parties, to develop a training and  
            education program for those delivering mental health services.  
             Requires the training to include both of the following:
             a)   Information relative to legal requirements for detaining  
               a person for involuntary inpatient and outpatient  
               treatment, including criteria to be considered with respect  
               to determining if a person is considered to be gravely  
               disabled; 

             b)   Methods for ensuring that decisions regarding AOT  
               services direct patients toward the most effective  
               treatment. Training shall include an emphasis on each  
               patient's right to provide informed consent to assistance.

          28)Sunsets the provisions of this bill January 1, 2008.
           
          The Senate amendments:

           1.Make the implementation of this act permissive to counties,  
            and delete the state grant-funding requirement for AOT  
            programs in participating counties.

          2.Revise the qualifying criteria for AOT orders to match  
            criteria in New York's AOT statute by specifying a required  
            level of past dangerousness or hospitalizations for those  








          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 1421
                                                                 Page  8

            subject to an AOT order, and by deleting criteria related to  
            "psychotic disorders" and existing involuntary inpatient  
            criteria (Section 5150).

          3.Limit those individuals who can file an AOT petition in the  
            court to only the local director of mental health of  
            participating counties.  Requires the director, prior to  
            filing an AOT petition with the courts, to investigate and  
            screen all AOT petition requests and to make a determination  
            that all elements of the petition are likely to be proved by  
            clear and convincing evidence and delete the ability of family  
            members and other individuals to file a petition for an AOT  
            order directly with the courts.

          4.Extend from three to five days the time between the filing of  
            the petition and the court hearing on the petition.

          5.Add to the specified rights of a person, who is the subject of  
            an AOT order, the right to a public defender if he or she has  
            not retained counsel.

          6.Conform enforcement procedures for noncompliance with  
            settlement agreements to those specified for noncompliance  
            with AOT orders.
            
          7.Add a requirement that any existing advance directives for the  
            person be considered in formulating the written treatment plan  
            required under the AOT order.

          8.Require the local mental health director, at 60-day intervals,  
            to file a declaration with the court confirming that the  
            person continues to meet AOT criteria, and adds the right of  
            the person to dispute the director's declaration and to file a  
            writ of habeas corpus with the burden of proof on the  
            director.

          9.Require the court, if the person is noncompliant with the  
            order, to order the person to meet with the treatment team and  
            then, only if the team's efforts to gain compliance fail, to  
            order the person be held for 72 hours to be evaluated for an  








          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 1421
                                                                  Page  9

            inpatient commitment pursuant to existing law; adds that any  
            subsequent involuntary detention shall be pursuant to existing  
            law.

          10.Delete the infraction penalty for noncompliance with an AOT  
            order.

          11.Conform data reporting requirements to those required for AB  
            2034 (Steinberg) programs for homeless mentally ill persons.

          12.Conform outpatient services requirements to those required  
            under AB 2034 statutes with an added enhancement that the  
            services be provided by a multidisciplinary team with a 10-1  
            staff to client ratio for those persons under AOT orders.

          13.Require that AOT orders may only be issued in counties where  
            the board of supervisors has authorized its application, and  
            has made a finding that implementation of an AOT program will  
            not result in reductions in the county's current voluntary  
            outpatient mental health programs.

          14.Require participating counties, in consultation with DMH and  
            other interested parties, to develop training requirements as  
            specified for those delivering mental health services.

          15.Extend the sunset by two years to January 1, 2008.

           AS PASSED BY THE ASSEMBLY  , enacted "Laura's Law," which  
          authorized a new type of involuntary commitment order to get  
          intensive outpatient treatment to adults whose mental illness  
          currently prevents them from seeking or accepting help.   
          Authorized, in participating counties, a court to order a person  
          into an assisted outpatient treatment program (AOT) if the court  
          finds that the individual either meets existing "5150"  
          involuntary commitment requirements (is gravely disabled or is a  
          danger to self or others), or the person meets other criteria  
          including that the person has a psychotic disorder or other  
          severe mental illness and has been offered but failed to engage  
          in treatment, is substantially deteriorating, and AOT would be  
          the least restrictive placement necessary to ensure the person's  








          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 1421
                                                                  Page  10

          recovery and stability.  Required DMH to award grants to  
          counties that can provide specified services for persons with  
          the most persistent and severe mental illness.  Made funding for  
          AOT grants subject to appropriation in the budget.  Sunset the  
          bill January 1, 2006.

           FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee, the Judicial Council's estimates for additional state  
          General Fund court costs range from $1.2 million to $3.8 million  
          per year, assuming that Los Angeles, Sacramento and Stanislaus  
          Counties would choose to participate.  The costs of additional  
          mental health services provided as part of the assisted  
          outpatient treatment are indeterminate until the counties are  
          able to determine how much funding could be made available for  
          that purpose.  Furthermore, the DMH estimates that its costs  
          would be minor and absorbable. 

          The author's office estimates significantly less in potential  
          court costs ($60,000 to $90,000 per year) for those three  
          counties based on AOT court cost experience in other states and  
          service capacity estimates from Los Angeles and Sacramento  
          County mental health officials.
            
           COMMENTS  :

          1)According to the author, the bill will implement key findings  
            in the 2001 RAND report by funding a limited AOT program in  
            California to test its success when applied to the same  
            eligibility criteria and service standards used in existing  
            successful programs.  RAND findings provide a scientific basis  
            for pursuing an outpatient treatment option for those  
            high-risk patients whom for various reasons, even when  
            treatment is made available, do not voluntarily comply. 

          2)Supporters generally argue that:

             a)   This bill provides both the legal and clinical treatment  
               structure necessary to give severely disabled people, who  
               have failed to engage in treatment after repeated offers of  
               the best and most intensive services available, the support  








          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 1421
                                                                  Page  11

               they need to achieve stability and meaningful recovery;

             b)   AOT services has been proven as an evidence-based,  
               comprehensive, community treatment program for individuals  
               with the most severe and persistent mental illnesses who  
               are chronically resistant to treatment;

             c)   Scientific research demonstrates that sustained  
               outpatient commitment can be highly successful for persons  
               with serious mental illness if the following conditions are  
               met:  a) they have at least 180 days of service; and, b)  
               they receive an intensive array of services needed to  
                        address their very serious problems;

             d)   This bill will give hope to Californians with mental  
               illnesses that they will be going from a fractured system  
               of care to one that provides continuity of care, support  
               and an understanding of the multiple needs of those with  
               serious and persistent mental illnesses.   

          3)Opposition from statewide mental health client organizations  
            base their arguments generally on a "fundamental philosophical  
            difference," asserting that this bill:

             a)   Substitutes coercion for establishing a system of  
               effective care that is sought voluntarily; and contains an  
               enforcement mechanism and the authority to hold the AOT  
               hearing without the person present if the person does not  
               appear and appropriate attempts to elicit the attendance of  
               the person have failed;

             b)   Creates additional layers of bureaucracy in a mental  
               health system that already lacks accountability and would  
               throw money in a direction that upsets the balance of civil  
               liberties and social stability;

             c)   Allows persons in some counties to be subject to  
               involuntary detention and psychiatric treatment under a  
               standard less stringent than that required for persons in  
               other counties in violation of the Equal Protection clause;  








          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 1421
                                                                  Page  12

               and

             d)   Provides services that would be very similar to those in  
               other legislation, and that where system resources are  
               sufficient, the vast majority of individuals that need  
               treatment can be treated voluntarily.


           Analysis Prepared by  :  Nancy Westergaard / HEALTH / (916)  
          319-2097 



                                                                 FN:  
                                                            0007658  
                                                            0007392  
                                                            0001493

                                                       FN: 0007658 0007392