BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 485
                                                                  Page  1

          CONCURRENCE IN SENATE AMENDMENTS
          AB 485 (Gomez)
          As Amended  February 18, 2014
          Majority vote
           
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          |ASSEMBLY:  |     |(May 30, 2013)  |SENATE: |26-7 |(February 24,  |
          |           |     |                |        |     |2014)          |
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               (vote not relevant)

          Original Committee Reference:    P.E., R. & S.S.
           
           SUMMARY  :  Disconnects implementation of statewide collective  
          bargaining authority for the In-Home Support Services (IHSS)  
          program from the state's Coordinated Care Initiative (CCI) and  
          implements it separately under the new statewide California IHSS  
          Authority (Authority) beginning January 1, 2015.

           The Senate amendments  delete the Assembly version of this bill,  
          and instead:

          1)Require the Authority to assume collective bargaining  
            responsibility for IHSS providers in all counties beginning  
            January 1, 2015, rather than in the eight counties  
            participating in the CCI demonstration project.

          2)Make the Authority permanent by deleting statute making  
            statewide collective bargaining conditional upon  
            implementation of the CCI. 

          3)Delete statute authorizing the Director of Finance to halt  
            implementation of the CCI and therefore statewide collective  
            bargaining by the Authority if the director determines that  
            the CCI will not generate anticipated General Fund savings.

          4)Make permanent through the separation of statewide collective  
            bargaining authority for IHSS:

             a)   The IHSS Maintenance of Effort (MOE) requirement for all  
               counties in lieu of their share of non-federal costs.

             b)   The existing requirement that each county's IHSS MOE  
               count toward its share of cost of negotiated wage and  








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               benefit increases.

          5)Eliminate from the list of codes that will become inoperative,  
            if the CCI is rendered inoperative because of a lack of  
            General Fund savings, various codes relating to the Statewide  
            Authority, including those that establish the IHSS  
            Employer-Employee Relations Act, establish and define the  
            duties of the Statewide Authority, and require all counties to  
            have a county IHSS MOE.

          6)Make other technical and aligning changes to existing CCI  
            statutes to disconnect statewide IHSS collective bargaining  
            contingency language from the implementation of the CCI. 
           
          AS PASSED BY THE ASSEMBLY  , this bill ratified the provisions of  
          a memorandum of understanding between the state and State  
          Bargaining Unit 16, Physicians, Dentists, and Podiatrists.

           FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee:

          1)Potentially major ongoing costs (General Fund) in the tens to  
            low hundreds of millions of dollars to the extent the  
            provisions of this bill result in an increase in IHSS provider  
            wages and health benefits with the implementation of the  
            Statewide Authority in all 58 counties effective January 1,  
            2015.  As only those wage and benefit increases that are  
            locally negotiated or imposed before the Statewide Authority  
            assumes employer responsibility result in an adjustment to the  
            County IHSS MOE, any increases negotiated by the Statewide  
            Authority is not require a county share of costs.  The  
            nonfederal share of costs will be fully funded by the state,  
            resulting in major ongoing costs to the General Fund. 

          2)Annual costs in the range of $6.9 million (50% General Fund,  
            50% federal funds) to the Department of Human Resources  
            (CalHR) to implement and operate a collective bargaining  
            platform on behalf of the Statewide Authority expanded to  
            cover all 58 counties effective January 1, 2015. 

          3)Additional one-time significant costs (General Fund) to CalHR  
            for limited-term staff and overtime required to support the  
            workload imposed under the accelerated implementation date  
            mandated in this bill.








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          4)To the extent the CCI will have otherwise become inoperative  
            at some future date due to an estimate by the Director of  
            Finance that the CCI will not generate net General Fund  
            savings, as specified, the annual costs noted above would  
            continue to be incurred.  The counties' share of cost limited  
            by the County IHSS MOE will not revert to the original  
            cost-sharing formula, and CalHR/DSS costs will continue to  
            support the activities of the Statewide Authority.

           COMMENTS  :

           Background on IHSS  :  The IHSS program is a Medi-Cal benefit,  
          which provides services that enable the recipient to remain in  
          their home.  The IHSS program provides personal care services to  
          approximately 420,000 qualified low-income individuals who are  
          aged, blind, or disabled.  

          County social workers determine IHSS eligibility and perform  
          case management after conducting a standardized in-home  
          assessment of an individual's ability to perform activities of  
          daily living.  Based on authorized hours and services, IHSS  
          recipients are responsible for hiring, firing, and directing  
          their IHSS provider(s).  In the majority of cases, recipients  
          choose a relative to provide care.  Prior to July 1, 2012,  
          county public authorities or nonprofit consortia were designated  
          as "employers of record" for collective bargaining purposes on a  
          statewide basis, while the state administered payroll and  
          benefits.  Pursuant to 2012-13 Budget trailer bill SB 1036  
          (Senate Budget and Fiscal Review Committee), Chapter 45,  
          Statutes of 2012, however, collective bargaining  
          responsibilities in the eight counties participating in the CCI  
          will start to shift to an IHSS Authority administered by the  
          state.

           Background on the CCI  :  The Budget Act of 2012 enacted the CCI  
          (also called Cal MediConnect), a framework for integrating  
          delivery of medical, behavioral and long-term care services  
          through a single health plan for persons eligible for both  
          Medicare and Medi-Cal.  The CCI is currently limited to the  
          following eight demonstration counties:  Alameda, Los Angeles,  
          Orange, San Diego, San Mateo, Riverside, San Bernardino, and  
          Santa Clara.  Approximately 65% of IHSS recipients reside in the  
          demonstration counties.  








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          Related to CCI, SB 1036 shifted collective bargaining  
          responsibilities from local county public authorities or  
          non-profit consortia in the demonstration counties to the new  
          Statewide Authority, with specified members and an advisory  
          committee.  The bill also created an IHSS MOE funding  
          requirements for counties, which replaced the previously  
          existing county share of non-federal funding of 35%.  Further,  
          the bill shifted collective bargaining responsibilities from  
          local county public authorities or non-profit consortia in the  
          demonstration counties to the new Statewide Authority, with  
          specified members and an advisory committee.  Under SB 1036,  
          this shift occurs in each county once enrollment into managed  
          care pursuant to the CCI has been completed.  The Department of  
          Health Care Services (DHCS) anticipates that this shift will  
          begin in April 2014.
           
          Need for the bill  :  According to the author, this bill is  
          necessary to move to statewide collective bargaining for IHSS  
          providers despite delays in the implementation of the CCI.   
          While the statute creating the CCI anticipated roll-out within  
          eight demonstration counties no earlier than March 1, 2013,  
          various delays have pushed that date to no sooner than April 1,  
          2014.  June 2013 budget trailer bill language already delinked  
          the integration of long-term services and supports into managed  
          care from the implementation of the integration of Medi-Cal and  
          Medicare financing.  The author argues that it is necessary to  
          additionally sever the link between CCI implementation and the  
          creation of the IHSS Statewide Authority and transfer of  
          employer responsibility to that authority from local entities.

          The bill's sponsor, the American Federation of State and County  
          Municipal Employees, notes that the implementation delays have  
          resulted in delays in the transfer of collective bargaining to  
          the state, and as a consequence some local bargaining units have  
          been met with delays or reluctance to engage in bargaining when  
          the transfer of responsibility is expected to be imminent. The  
          sponsor writes that several counties have proposed one-year  
          contract extensions, while others have opposed increases in IHSS  
          spending because it would permanently increase the county's IHSS  
          MOE.
           
          Prior legislation  :  









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           SB 94 (Senate Budget and Fiscal Review Committee), Chapter 37,  
          Statutes of 2013:  Enacted changes to existing law regarding the  
          CCI and de-linked CCI components to allow the mandatory  
          enrollment of Medi-Cal and Medicare beneficiaries (dual  
          eligible) into Medi-Cal managed care, the integration of  
          long-term services and supports into managed care plans, and the  
          commencement of the IHSS Statewide Authority, to proceed  
          separately from the CCI Duals Demonstration Project.
           
           SB 1036 (Senate Budget and Fiscal Review Committee), Chapter 45,  
          Statutes of 2012:  The Human Services budget trailer bill that  
          contained the necessary statutory changes to implement the human  
          services provisions related to the integration of home and  
          community based and long-term care services, including IHSS,  
          into Medi-Cal managed care, as specified in the Budget Act of  
          2012.

          SB 1008 (Senate Budget and Fiscal Review Committee), Chapter 33,  
          Statutes of 2012:  Implements the Duals Demonstration Pilot  
          Projects, including integration of long-term services and  
          supports.

          SB 208 (Steinberg), Chapter 714, Statutes of 2010:  Implemented  
          several changes to the Medi-Cal Program as proposed in the  
          state's application to renew the state's Section 1115 Medicaid  
          Waiver. Also gave DHCS the authority to establish the dual  
          eligible beneficiary demonstration project to give those  
          eligible for Medicare and Medi-Cal a continuum of services and  
          maximize coordination of benefits.


           Analysis Prepared by  :    Chris Reefe / HUM. S. / (916) 319-2089


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