BILL ANALYSIS                                                                                                                                                                                                    Ó







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        |Hearing Date:May 2, 2011           |Bill No:SB                         |
        |                                   |541                                |
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                      SENATE COMMITTEE ON BUSINESS, PROFESSIONS 
                               AND ECONOMIC DEVELOPMENT
                          Senator Curren D. Price, Jr., Chair
                                           

                          Bill No:        SB 541Author:Price
                     As Amended:April 13, 2011          Fiscal:Yes

        
        SUBJECT:  Regulatory boards: expert consultants. 
        
        SUMMARY:  Urgency measure which authorizes the boards and bureaus 
        within the Department of Consumer Affairs, as well as the State Board 
        of Chiropractic Examiners, and the Osteopathic Medical Board to 
        continue to utilize expert consultants, as done in the past, without 
        having to go through the formal contracting process.

        Existing law:
        
        1) Provides for the licensing and regulation of various professions 
           and businesses by some 
        23 boards, 4 committees, 7 bureaus, and 1 commission within the 
           Department of Consumer Affairs (DCA) under various licensing acts 
           within the Business and Professions Code (BPC).

        2) Licenses and regulates chiropractors by State Board of Chiropractic 
           Examiners under the Chiropractic Act the, enacted by initiative. 

        3) Licenses and regulates osteopathic physicians and surgeons by the 
           Osteopathic Medical Board under the Osteopathic Act.

        4) Generally requires applicants for a license to pass an examination 
           and authorizes boards to take disciplinary action against licensees 
           for violations of law.

        5) Establishes standards relating to personal service contracts in 
           state employment, and authorizes their use under specified 
           circumstances, including:  






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           a)   The services contracted are not available within civil 
             service, cannot be performed satisfactorily by civil service 
             employees, or are of such a highly specialized or technical 
             nature that the necessary expert knowledge, experience, and 
             ability are not available through the civil service system.

           b)   The legislative, administrative, or legal goals and purposes 
             cannot be accomplished through the utilization of persons 
             selected pursuant to the regular civil service system.

           c)   The services are of such an urgent, temporary, or occasional 
             nature that the delay incumbent in their implementation under 
             civil service would frustrate their very purpose. (Government 
             Code § 19130)

        6) Requires, under the State Contract Act, state agencies to meet 
           certain conditions before entering into a consulting services 
           contract (personal services contract). (Part 2 (commencing with 
           Section 10100) of Division 2 of the Public Contract Code)


        This bill:

        1) Authorizes any board, within DCA, the State Board of Chiropractic 
           Examiners, and the Osteopathic Medical Board of California to enter 
           into an agreement, as specified, with an expert consultant to do 
           any of the following:

           a)   Provide an expert opinion on enforcement-related matters, 
             including providing testimony at an administrative hearing.

           b)   Assist the board as a subject matter expert in examination 
             development, examination validation, or occupational analyses.

           c)   Evaluate the mental or physical health of a licensee or an 
             applicant for a license as may be necessary to protect the public 
             health and safety.

        2) Specifies that an executed contract between a board and an expert 
           consultant shall be exempt from the State Contract Act.

        3) Requires each board to establish policies and procedures for the 
           selection and use of these consultants.

        4) Makes its provisions operative as an Urgency measure.






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        FISCAL EFFECT:  Unknown.  This bill has been keyed "fiscal" by 
        Legislative Counsel.

        COMMENTS:
        
        1. Purpose.  This bill is sponsored by the  Contractors State License 
           Board  and the  Medical Board of California  (Sponsors) in order to 
           enable all boards and bureaus to continue to utilize expert 
           consultants, as has been done in the past, without having to go 
           through the formal contracting process.

        The Sponsors state that the Department of Consumer Affairs (DCA) 
           issued a memo on November 10, 2010, which stated that all boards 
           and bureaus must enter into a formal consulting services contract 
           with each expert consultant they use to provide an opinion in an 
           enforcement matter (from the initial review through testifying at a 
           hearing).  The memo further stated that each board would need to go 
           through the required contracting process for each consultant 
           utilized, according to the Sponsors.

        The Sponsors state that going through the formal contracting process 
           in order to utilize the services of an expert consultant would 
           create an enormous backlog for both DCA and for each board and 
           would significantly impact the time required to complete the 
           initial review and investigate complaints filed with boards.  In 
           addition, the Sponsors indicate that this would severely limit a 
           board's ability to take disciplinary actions against licensees and 
           result in tremendous case delays.  This could also mean cases would 
           be lost due to the statute of limitations expiring.

        2. Background.  DCA boards and bureaus regularly enlist the expertise 
           of their own licensees to assist with evaluating investigative 
           documents, applications, educational and examination materials.  
           Rather than placing these "subject matter experts" on payroll, they 
           are hired as consultants on an as-needed basis.  Subject matter 
           experts are paid an hourly fee for the services they provide, which 
           typically include:

               Providing expert opinion in enforcement matter from the 
             initial review through testifying at a hearing.
               Evaluating applications for applicant licensure.
               Evaluating curriculum content and other requirements for 
             school or program approval. 
               Developing professional licensing exams. 






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           For years, these consultants were not required to enter into formal 
           contract agreements, which can be laborious, cumbersome and 
           time-consuming to execute.  The boards and bureaus operated with 
           customized agreements that did not require the review or approval 
           of oversight entities.  This process allowed the boards and bureaus 
           to select a consultant and get them started on the services in a 
           matter of days, rather than weeks or months.  However, on November 
           10, 2010, DCA issued a memorandum instructing the boards and 
           bureaus that they are now required to enter into formal consulting 
           services contracts that follow all guidelines, procedures, and 
           rules governed by the State Contracting Manual and the California 
           Public Contract Code.

           The memo states that DCA recognized the potential for delays in 
           obtaining consulting services and indicated that a rollout plan 
           will be developed to minimize the impact to licensing and 
           enforcement units.

           Difficulties in identifying, hiring and training subject matter 
           experts were identified as a problem and a reason for delays in 
           completing enforcement cases by DCA's own Consumer Protection 
           Enforcement Initiative (CPEI) in June 2010.  The CPEI is a 
           comprehensive plan to address long-standing enforcement backlogs, 
           including an intense review of pending cases at the Division of 
           Investigation, recommended regulatory changes, and an enhanced 
           tracking of pending cases.  CPEI was created in direct response to 
           a series of articles that ran in the Los Angeles Times, beginning 
           in July 2009, which highlighted extreme delays in investigating and 
           prosecuting enforcement cases at the Board of Registered Nursing 
           (BRN).  When developing CPEI, DCA conducted a review of existing 
           enforcement processes which identified systemic problems for all of 
           the DCA boards, not just BRN, that limits the boards' abilities to 
           investigate and act on cases in a timely manner.  These problems 
           range from legal and procedural challenges to inadequate resources. 
            The CPEI is designed to overhaul the enforcement process at the 
           healing arts boards and to address the following three specific 
           areas:  administrative improvements, staffing and information 
           technology improvements, and legislative changes.

           DCA and this Committee have spent considerable time and effort the 
           past two years in a joint effort to reduce the time it takes to 
           process complaints, investigation and to carry out discipline.  
           There is a concern that this new contracting requirement is adding 
           an unnecessary and superfluous level of paperwork that will further 
           delay the closure of cases.






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        1. Use of Expert Consultants.  During the past calendar year, the 
           Medical Board of California referred approximately 2,900 cases to 
           expert consultants pertaining the initial or triage review to 
           determine the need to move the case forward for investigation.  The 
           MBC utilized 281 expert consultants in one quarter to review 
           completed investigations, which translates to 457 cases.  Under the 
           new DCA policy, the MBC would be required to go through the 
           contracting process for each expert consultant, even if the expert 
           only reviews one case.  The contract would need to be approved 
           before the MBC could utilize the expert's services and the MBC 
           would have to encumber the funding for the expert consultant once 
           the contract is approved (again, before the expert's services are 
           utilized).

        When investigating consumer complaints, Contractors State License 
           Board may ask a member of its Industry Expert Program to inspect a 
           project and render opinions on specific items of complaint.  They 
           provide expert opinion and testimony about specific complaint items 
           and accepted trade standards.  Industry experts participate in 
           complaint investigations, mandatory arbitration, voluntary 
           arbitration, on-site negotiation, administrative hearings and 
           license exam development.  On an annual basis, CSLB utilizes the 
           service of industry experts a total of approximately 700 times to 
           assist in the review and development of examinations, and nearly 
           900 times for enforcement matters.

        2. Committee Oversight Hearings.  The issue of the use of expert 
           consultants was considered by this Committee during its March 14, 
           oversight hearing of the Department of Consumer Affairs and its 
           licensing boards, and was specifically covered in the Committee's 
           background paper titled:  Issues To Be Addressed By The Department 
           of Consumer Affairs.

           The Committee conducted oversight hearings to review 9 boards:  the 
           Board of Registered Nursing, the Board of Vocational Nursing and 
           Psychiatric Technicians, the Dental Board of California, the State 
           Athletic Commission, the Board of Accountancy, Professional 
           Fiduciaries Bureau, the Contractors State License Board, the Board 
           for Professional Engineers, Land Surveyors and Geologists, the 
           California Architects Board, the Landscape Architects Technical 
           Committee.  The Committee also conducted oversight hearings of the 
           Department of Real Estate and the Office of Real Estate Appraisers. 
            The Committee began its review of these licensing agencies in 
           March with three days of hearings. 

        3. Related Legislation This Session.  This bill is one of 7 "sunset 





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           bills" authored by the Chair of the Business Professions and 
           Economic Development Committee.  They are intended to implement 
           legislative changes as recommended in the Committee's Background 
           Papers for several licensing boards reviewed by the Committee in 
           2011.

        Other sunset bills to be presented before the Senate Business and 
           Professions Committee include:   SB 538  which deals with the Board 
           of Registered Nursing,  SB 539  which deals with the Board of 
           Vocational Nursing and Psychiatric Technicians,  SB 540  which deals 
           with the Dental Board of California,  SB 541  which deals with Expert 
           Consultants,  SB 542  which deals with the Board of Accountancy and 
           the Professional Fiduciaries Bureau,  SB 543  which deals with the 
           Contractors State License Board, the Board for Professional 
           Engineers, Land Surveyors and Geologists, the California Architects 
           Board, and Landscape Architects Technical Committee, and the State 
           Athletic Commission,  SB 706  which deals with the Department of Real 
           Estate and the Office of Real Estate Appraisers.
        
        4. Arguments in Support.  In sponsoring the bill, the  Contractors 
           State License Board  writes:  "It is critical for CSLB, as well as 
           consumers and licensees, that CSLB have the ability to 
           expeditiously contract for the services of an industry expert.  If 
           we are unable to do so, our timeframe for enforcement actions will 
           likely increase, potentially significantly, as we would be required 
           to complete the formal contracting process each time we need the 
           services of an industry expert." 

        Also sponsoring the bill, the  Medical Board of California  states that 
           going through the formal contracting process in to utilize an 
           expert reviewer will create enormous backlogs for both DCA and the 
           MBC and will significantly impact the time required to complete the 
           initial review and investigate complaints.  In addition, this will 
           severely limit the MBC's ability to take disciplinary actions 
           against physicians, ultimately leading to tremendous case delays.  
           This could mean that cases would be lost due to the statute of 
           limitations expiring.

         Court Reporters Board of California  (CRB) writes that the bill is a 
           critical component to its mission-critical ongoing examination 
           development process, "We use working court reporters as subject 
           matter experts to develop our license examination.  As court 
           reporters' schedules change right up to the last minute, its 
           imperative we have the flexibility to change the attendees right up 
           t to the day of the exam development workshop.  To create contracts 
           with hundreds of of potential subject matter experts would not only 





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           require endless hours of staff time, it would encumber a huge 
           portion of our small budget."

        The  Board of Behavioral Sciences  (BBS) is unable to take a formal 
           support position on this bill until board meeting on May 18; 
           however BBS staff has offered the following technical input 
           relating to the bill.  The BBS utilizes the services of 
           approximately 375 expert consultants per year for exam development 
           and enforcements matters.  Requiring the BBS to enter into a 
           contract with each individual expert consultant will require 
           increased staff time to write the contracts and will increase the 
           time needed to develop exams and process complaints from the public 
           against potentially harmful practitioners.  SB 541 will allow the 
           BBS to utilize the services of expert consultants for exam 
           development and enforcement related matters without entering into 
           formalized contracts with each provider, thereby allowing the Board 
           to continue enforcing laws related to the competent and safe 
           practice of practitioners under its jurisdiction.

        The staff of the  California Board of Accountancy  (CBA) has indicated 
           their full support of this measure, and expects the CBA to adopt a 
           position of support at its May 2011 meeting.  CBA staff states that 
           the bill would allow the board to enter into agreements with expert 
           consultants to provide much needed enforcement assistance to the 
           CBA.
        

        SUPPORT AND OPPOSITION:
        
         Support:   

        Contractors State License Board (Sponsor)
        Medical Board of California (Sponsor)
        Court Reporters Board of California
         Opposition:   

        None received as of April 27, 2011.


        Consultant:G. V. Ayers