BILL ANALYSIS                                                                                                                                                                                                    






                                 SENATE HEALTH
                               COMMITTEE ANALYSIS
                        Senator Elaine K. Alquist, Chair


          BILL NO:       SB 1392                                      
          S
          AUTHOR:        Steinberg                                    
          B
          AMENDED:       August 18, 2010                             
          HEARING DATE:  August 26, 2010                              
          1
          CONSULTANT:                                                 
          3
          Tadeo                                                       
          9              2                                           

                              PURSUANT TO S.R. 29.10
           
                                                                     
                                     SUBJECT
                                         
                Mental health: community mental health services

                                     SUMMARY
                                         
          Expedites the disbursement of various sources of mental  
          health funds from the Department of Mental Health (DMH) to  
          counties.  Requires DMH to distribute in a single lump sum  
          the total approved funding to each county for the provision  
          of programs and other activities related to the Mental  
          Health Services Act (MHSA), subject to the availability of  
          funding as determined by the Department of Finance.  


                             CHANGES TO EXISTING LAW  

          Existing federal law:
          Establishes the Medicaid program to provide comprehensive  
          health benefits to low-income persons.  

          Establishes the Early Periodic Screening Diagnosis  
          Treatment (EPSDT) program, to provide physical and mental  
          health services to Medicaid beneficiaries under the age of  
          21.  EPSDT is an entitlement program which states must  
          administer as a condition of receiving federal Medicaid  
                                                         Continued---



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          funds. 
          
          Existing state law:
          Establishes the Department of Mental Health (DMH), which  
          directs and coordinates statewide efforts for the treatment  
          of mental illness.  

          Establishes the Medi-Cal program, administered by the  
          Department of Health Care Services (DHCS), which provides  
          comprehensive health benefits to low-income children, their  
          parents or caretaker relatives; pregnant women; elderly,  
          blind, or disabled persons; nursing home residents; and,  
          refugees who meet specified eligibility criteria.  

          Establishes the Bronzan-McCorquodale Act, also known as  
          "Realignment," which shifts responsibility for the  
          provision of mental health services from the state to  
          counties.  

          Funds Realignment programs using revenues from vehicle  
          licensing fees and sales taxes.

          Requires public mental health services to be provided to  
          specified priority target populations in systems of care  
          that are client-centered, culturally competent, and fully  
          accountable and specifies the minimum array of services  
          that must be provided. 

          Provides for DMH to implement managed mental health care  
          for Medi-Cal beneficiaries through fee-for-service or  
          capitated rate contracts with county mental health plans  
          (MHPs), as well as other entities.  Counties have the right  
          of first refusal for these contracts.  

          Requires state agencies to pay properly submitted,  
          undisputed invoices within 45 days of receipt, or  
          automatically calculate and pay appropriate late payment  
          penalties, as specified.  This does not apply to claims for  
          reimbursement for health care services provided under the  
          Medi-Cal program, unless the Medi-Cal health care services  
          provider is a small business or nonprofit organization. 

          Authorizes DMH, contingent on passage of the annual Budget  
          Act, to distribute total state General Fund (GF)  
          allocations to counties in 12 monthly increments, but  




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          requires the total amount advanced to each county to not  
          exceed 95 percent of the county's total allocation for that  
          year.   

          Directs DMH and DHCS to consult with a statewide  
          organization representing counties to establish a mechanism  
          to facilitate timely availability of the state GF  
          allocations. 

          States legislative intent that DMH and DHCS consult and  
          collaborate closely regarding administrative functions  
          related to the delivery and provision of specialty mental  
          health services provided under Medi-Cal.

          Establishes the Mental Health Services Act (MHSA), enacted  
          by voters in 2004 as Proposition 63, to provide funds,  
          through a 1 percent income tax on personal income above $1  
          million, to counties to expand services and develop  
          innovative programs and integrated service plans for  
          mentally ill children, adults, and seniors who meet the  
          existing priority target population eligibility criteria.

          Requires each county mental health department to prepare  
          and submit to DMH a three-year program and expenditure plan  
          for MHSA funding.
          
          This bill:
          Deletes the provision requiring DMH to distribute a maximum  
          of 95 percent of total state GF realignment allocations to  
          counties each fiscal year upon passage of the annual Budget  
          Act, and makes conforming changes to existing law governing  
          Medi-Cal specialty mental health services to mirror this  
          requirement in the bill. 
          Requires DMH to annually distribute the full appropriated  
          amount to each MHP for the managed mental health care  
          program, exclusive of the EPSDT specialty mental health  
          services program provided under the mental health services  
          waiver.

           Requires DMH to distribute in a single lump sum the total  
          approved funding to each county for the provision of  
          programs and other activities related to the Mental Health  
          Services Act (MHSA), subject to the availability of funding  
          as determined by the Department of Finance.





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          Clarifies that MHSA funding distributions must be based on  
          the amount specified in each county's three-year funding  
          plan or update, as required by existing law, and specifies  
          that the provisions of this bill in no way change the  
          authority to approve, deny, or request further information  
          regarding a county's three-year plan or update.

          Makes various legislative findings and declarations  
          including that this bill is needed to facilitate the  
          efficiency and cost effectiveness of community mental  
          health services and prevent avoidable future county budget  
          cuts to mental health.  


                                 FISCAL IMPACT  

          According to the Assembly Appropriations Committee analysis  
          of SB 1392, establishing a lump sum distribution of MHSA  
          funding will result in the earlier release of $275 million  
          (100 percent  MHSA special funds) from a total annual  
          allocation of $1.1 billion, and ending the practice of  
          withholding 5 percent of Mental Health Managed Care Funds  
          will result in the earlier release of approximately $5  
          million each year.

                            BACKGROUND AND DISCUSSION  

          The author states that this bill removes unnecessary mental  
          health funding delays at the state level to enable counties  
          to appropriately access funding in a timely manner and  
          prevent avoidable budget cuts.  The author maintains that,  
          too often, people with serious mental illnesses are showing  
          up in emergency rooms with acute mental health needs  
          instead of at mental health programs that provide earlier  
          and more appropriate care.  The author points to numerous  
          audits that have unearthed state inefficiencies in the  
          administration of mental health dollars to the counties,  
          most recently by the federal Centers for Medicaid and  
          Medicare Services in 2008 and 2010.  According to the  
          author, this bill is intended to hold state departments  
          accountable for these inefficiencies while streamlining the  
          processes by which the state reimburses and distributes  
          funds for community mental health services to provide  
          counties with cash flow relief.





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          Allocation of General Funds (GF)
          The complex formula through which the state allocates GF  
          revenues to counties for mental health services is  
          prescribed in statute.  Once the state budget is passed,  
          DMH distributes GF appropriations to counties.  As mandated  
          by current law, the lump sum distributions to each county  
          equate to 95 percent of the appropriation.  DMH distributes  
          the remaining 5 percent in lump sum payments to the  
          counties at the beginning of the following fiscal year.   
          DMH reports that, usually, in any one fiscal year, counties  
          receive the 5 percent allocation withheld from the prior  
          fiscal year and the 95 percent allocation of the current  
          fiscal year.  Counties may "roll-over" GF distributions  
          received but not spent to the subsequent fiscal year.   
          Currently, DMH indicates that counties are reporting that  
          $12.8 million in distributions available in fiscal year  
          (FY) 2008-09 will not be spent and are being rolled over  
          into FY 2009-10.
          
          Mental Health Services Act (MHSA) 
          The MHSA, or Proposition 63, imposes a 1 percent state  
          income surtax on incomes exceeding $1 million and requires  
          each county to prepare and submit a three-year plan to DMH  
          that must be updated annually and approved by DMH after  
          review and comment by the Mental Health Services Oversight  
          and Accountability Commission.  In their three-year plans,  
          counties are required to submit a listing of all work plans  
          for which MHSA funding is being requested that identifies  
          how the funds will be spent and which populations will be  
          served.  According to DMH, based on terms of current  
          contracts between DMH and the counties, 75 percent of  
          counties' current year allocations of MHSA funding is  
          disbursed upon approval of plans submitted by the counties.  
           The additional 25 percent is held until counties submit  
          required revenue and expenditure reports describing how the  
          money has been spent in accordance with the MHSA and county  
          plans.  DMH notes that the 75/25 percent split only applies  
          to plans submitted and approved in any current fiscal year.

          Medi-Cal mental health services
          Generally, Medi-Cal is responsible for providing both  
          physical and mental health care services to beneficiaries.   
          Medi-Cal services are provided by a combination of  
          fee-for-service providers and Medi-Cal managed care plans.   
          Specialty mental health services, defined in regulation,  




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          include medically necessary inpatient and outpatient  
          services delivered by a mental health professional to  
          patients who meet certain diagnostic and impairment  
          criteria.  Specialty mental health services are "carved  
          out" of the Medi-Cal program, meaning they are not under  
          the purview of DHCS, but are the responsibility of DMH and  
          county mental health departments.  General mental health  
          care needs for Medi-Cal beneficiaries, which are those  
          needs that can be met by a general health care  
          practitioner, remain the responsibility of DHCS.  These  
          services are provided by counties through contracts with  
          DMH, using a managed care model of service delivery.  Each  
          county mental health department is responsible for  
          providing specialty mental health services to Medi-Cal  
          recipients in its county, and may provide those services  
          itself, or through contracted providers. 

          Since this carve-out was implemented, the services provided  
          by the county plans have been further expanded to include  
          services provided under the Medicaid Early and Periodic  
          Screening, Diagnosis, and Treatment (EPSDT) program.  The  
          program covers screening, diagnosis, and treatment  
          services, and any service that falls under the federal  
          definition of "medical necessity," including mental health  
          services, even if the service is not covered by a state's  
          Medicaid program, for Medicaid recipients up to the age of  
          21.

          Medi-Cal mental health care services claims and payments 
          A large majority of consumers who utilize California's  
          community mental health  
          services are enrolled in Medi-Cal.  Medi-Cal beneficiaries  
          with a severe and/or persistent mental illness who meet  
          certain medical necessity, diagnostic, and impairment  
          criteria obtain specialty mental health care through  
          county-administered mental health plans (MHPs), which  
          provide the services directly or through contract  
          providers.  
          As the agency charged with administering Medi-Cal, DHCS has  
          an interagency agreement with DMH to administer specialty  
          mental health services,and county MHPs have a contract with  
          DMH through which they are reimbursed for providing these  
          services.  In California, the state contributes 50 percent  
          and the federal government contributes 50 percent toward  
          the cost of the Medi-Cal program.  County MHPs are  




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          reimbursed a percentage of their actual expenditures, and  
          this reimbursement is referred  
          to as the federal financial participation (FFP).   
          Currently, county MHPs submit claims for specialty mental  
          health services to DMH for processing and are forwarded to  
          DHCS for payment.  A county MHP submits a form certifying  
          that it incurred the expenditures associated with the  
          submitted claims.  DMH edits the claims to compare the  
          claimed amount to a schedule referred to as the "state  
          maximum allowance" (SMA) and approves the lower of what is  
          billed by the county or the SMA.  DMH then electronically  
          transfers the batch of edited claims to DHCS for further  
          processing.  DHCS adjudicates the claims  
          to determine whether the services provided meet federal and  
          state program requirements. 

          After reconciling the claims against DMH's edits, DHCS  
          determines whether the claims are approved, denied, or  
          suspended.  DHCS then electronically returns the entire  
          batch  
          of claims to DMH with a determination of how much FFP is  
          due to the county MHPs. DHCS then submits an invoice to the  
          State Controller for FFP.  Once FFP is received by DHCS it  
          passes the federal funds through DMH back to the MHPs.   
          According to  
          DMH, due to the recent implementation of an updated claims  
          processing system, the current timeframe for a claim to be  
          processed by both DMH and DHCS and paid to a MHP is  
          approximately 30 days from submission.  DMH points out that  
          this new claims processing average of 30 days is a  
          significant improvement over the claims and payment cycle  
          of 120 days that was noted in a 2007 Department of Finance  
          audit.  DMH  
          also adds that it will soon begin filing claims payment  
          schedules electronically with the State Controller, which  
          is expected to reduce claims processing and payment times  
          by  
          another five to seven days.  

          Centers for Medicare & Medicaid Services (CMS)  
          Audits conducted by the Department of Health and Human  
          Services CMS in 2008 and, most recently in 2010, reviewed  
          the financial management of  the reimbursement procedures  
          used for Medi-Cal mental health services delivered through  
          county MHPs.  Currently, each county MHP is required to  




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          submit cost reports to DMH by December 31st, following the  
          close of its fiscal year.  CMS reported the following among  
          their findings in their audits:
                 The state's cost-reimbursement methodologies for  
               mental health services that are claimed are not  
               approved by CMS, are not consistent with CMS policy,  
               and may result in inaccurate expenditure reporting;  
                 Their reviews found inconsistencies and weaknesses  
               in the county and state oversight and auditing of the  
               cost reporting process; 
                 The state is improperly claiming administrative  
               expenditures associated with Medi-Cal mental health  
               services provided by counties; and,
                 DHCS does not appear to provide adequate oversight  
               over the Medi-Cal mental health program, specifically  
               over the processing of DMH invoices.

          In response to these audits, DHCS agreed to submit, for CMS  
          approval, a document which articulates the procedures and  
          methodologies it will use to determine those MHP costs  
          eligible for FFP; concurred with CMS' recommendation to  
          increase training provided to MHPs and oversight of the  
          cost reports submitted by the MHPs to ensure consistency  
          and accuracy; agreed to correct any identified deficiencies  
          in administrative cost claiming by June 30, 2010; developed  
          invoice review procedures using a data base to track DMH  
          invoices, identify duplicate payment amounts, and address  
          over billing issues; and, implemented a quarterly invoice  
          reconciliation process between the two agencies.

          Related bills
          AB 754 (Chesbro) of 2009 clarifies the obligations and  
          timeframes for DMH and DHCS to promptly reimburse county  
          MHPs for their Medi-Cal specialty mental health claims.   
          This bill is on the Senate inactive file.

          SB 152 (Cox) of 2009 would require the State Controller to  
          reimburse cities and counties for certain mental health  
          services within 90 days after DMH receives a claim for  
          reimbursement and provides that interest shall be paid from  
          the DMH budget if the claim is not paid on time.  This bill  
          is pending in the Assembly Health Committee. 

          Prior legislation
          AB 1780 (Galgiani), Chapter 320, Statutes of 2008, codifies  




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          an administrative structure for the review, oversight,  
          appeals processes, reimbursement, and claiming procedures  
          of the EPSDT program.

          SB 1349 (Cox) of 2008 would have required mental health  
          services claims submitted by counties to be reimbursed  
          within 90 days after DMH receives the claim and interest to  
          accrue starting on the 91st day of an unpaid claim.  This  
          bill was held in the Assembly Appropriations Committee.

          SB 604 (Cox) of 2007  would have required the Controller to  
          pay interest after 90 days, charged at the Pooled Money  
          Investment Account rate, on local government claims for  
          costs incurred for services to state prisons or prisoners.  
          This bill was held in the Assembly Appropriations  
          Committee.
          
          AB 308 (Galgiani) of  2007 would have required the DMH to  
          prepare regulations to assure prompt payment to counties  
          for provision of services under the EPSDT.  This bill was  
          held in the Senate Health Committee. 
          
          Arguments in support
          Proponents for the previous version of the bill state that  
          recent reductions in funding to counties for community  
          mental health services have resulted in numerous negative  
          service impacts.  Proponents argue that  SB 1392 would help  
          counties appropriately access existing funds and prevent  
          avoidable future county budget costs to mental health.   
          Proponents add that SB 1392 is intended to ensure the  
          distribution of the full state appropriation for the  
          Medi-Cal Specialty Mental Health Managed Care program to  
          counties in a timely manner.   Proponents contend that SB  
          1397 is also designed to streamline the process for state  
          distribution of MHSA funds to counties. 

          Arguments in opposition
          The Department of Finance states, for the previous version  
          of the bill, that SB 1497 could create cash flow issues for  
          the state. 
                                     COMMENTS

           Assembly amendments. As it left the Senate, SB 1392 would  
          have required the Department of Housing and Community  
          Development to include in its annual report for  




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          each Proposition 1C program the amount of funds it awarded  
          and disbursed in the prior year on a per-project and  
          aggregate basis.

          The Assembly amendments delete these provisions and instead  
          contain provisions to expedite the disbursement of various  
          sources of mental health funds from DMH to counties: 

                 Requires DMH to distribute in a single lump sum the  
               total approved funding to each county for the  
               provision of programs and other activities related to  
               the MHSA, subject to the availability of funding as  
               determined by the Department of Finance.  

                 Deletes the provision requiring DMH to distribute a  
               maximum of 95 percent of total state GF realignment  
               allocations to counties each fiscal year upon passage  
               of the annual Budget Act. 

                 Requires DMH to annually distribute the full  
               appropriated amount to each MHP for the managed mental  
               health care program, exclusive of the EPSDT specialty  
               mental health services program provided under the  
               mental health services waiver.
           

                                 PRIOR ACTIONS

           Assembly Floor:     66-10
          Assembly Appropriations12-5
          Assembly Health     18-0

                                    POSITIONS  

          Support (prior version):  California Chapter of the  
          American College of Emergency 
                              Physicians
                           California Council of Community Mental  
                      Health Agencies 
                           California Mental Health Directors  
                           Association
                           California State Association of Counties
                           Contra Costa County Board of Supervisors
                           Los Angeles County Board of Supervisors
                           National Alliance on Mental Illness,  




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                           California
                           Regional Council of Rural Counties
                           Sacramento County Board of Supervisors
                           Service Employees International Union
                           Urban Counties Caucus 

        Oppose (prior version):         Department of Finance

                                   -- END --