BILL ANALYSIS                                                                                                                                                                                                    Ó






                                  SENATE HUMAN
                               SERVICES COMMITTEE
                            Senator Jim Beall, Chair


          BILL NO:       AB 2044                                      
          A
          AUTHOR:        Rodriguez                                    
          B
          VERSION:       April 21, 2014
          HEARING DATE:  June 10, 2014                                
          2
          FISCAL:        Yes                                          
          0
                                                                      
          4
          CONSULTANT:    Sara Rogers                                  
          4

                                        

                                     SUBJECT
                                         
                  Residential care facilities for the elderly

                                     SUMMARY  

          This bill requires that Residential Care Facilities for the  
          Elderly (RCFEs) maintain at least one administrator,  
          facility manager, or other person designated by the  
          administrator who is at least 21 years of age to be on the  
          premises 24 hours a day. This bill additionally requires  
          that at least one RCFE staff member who has cardiopulmonary  
          resuscitation (CPR) training and first aid training shall  
          be on duty and on the premises at all times and that  
          training for direct-care staff include building and fire  
          safety and the appropriate response to emergencies.

                                     ABSTRACT  

           Existing Law:


           1.Establishes the Residential Care Facilities for the  
            Elderly (RCFE) Act, which provides for the licensure and  

                                                         Continued---




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            regulation of RCFEs, defined as a housing arrangement  
            chosen voluntarily by persons over 60 years of age or  
            over where varying levels of supervision, or personal  
            care are provided, as a separate category within the  
            existing residential care licensing structure of CDSS.  
            (HSC 1569 et seq.)


          2.Requires a license applicant and an RCFE administrator to  
            successfully complete a certification program approved by  
            the department, which shall include a minimum of 40 hours  
            of classroom instruction including a uniform core of  
            knowledge, as specified. (HSC 1569.23 and HSC 1569.616)


          3.Provides that the administrator of an RCFE shall be  
            present at the facility during normal working hours or  
            that a facility manager designated by the licensee shall  
            be responsible for the facility when the administrator is  
            temporarily absent. Additionally provides that if the  
            facility manager and the administrator is the same person  
            then he or she is limited to the management of one  
            facility. (HSC 1569.618) 


          4.Through regulation, provides that administrators shall be  
            on the premises a sufficient number of hours to permit  
            adequate attention to the administration of the facility,  
            as specified. Additionally provides that when the  
            administrator is not in the facility, there shall be  
            coverage by a designated substitute who shall have  
            qualifications adequate to be responsible and accountable  
            for management and administration of the facility as  
            specified. (Title 22 CCR 87405)


          5.Provides that RCFE administrators must be at least 21  
            years of age and have a valid certificate as an RCFE  
            administrator and through regulation requires that all  
            staff must be 18 years of age or older and that staff  
            providing care be trained in first aid. (HSC 1569.613 and  
            Title 22 CCR 87411)


          6.Requires RCFEs to have an emergency plan that includes  





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            evacuation procedures, plans for facilities to be  
            self-reliant for 72 hours following an emergency or  
            disaster, procedures to meet resident's needs,  
            communicate with residents and family members, among  
            other requirements as specified. (HSC 1569.685)  


          7.Through regulation, requires an RCFE to enact a  
            pre-admission appraisal, receive a medical assessment to  
            evaluate the prospective resident's functional and mental  
            capabilities and service needs and be updated as needed  
            and at least annually. Requires the facility to identify  
            any needs not met by the facility, establish a plan for  
            meeting those needs and for evaluating progress in  
            meeting the prospective residents' needs. (Title 22 CCR  
            87456-87463)


          8.Through regulation requires an administrator to provide  
            or ensure the provision of services for the residents'  
            physical and mental well-being and needs, including those  
            services identified in the residents' pre-admission  
            appraisal, as specified. (Title 22 CCR 87405 (i) (5))


          9.Through regulation, requires facility personnel to at all  
            times be sufficient in numbers and competent to provide  
            the services necessary to meet resident needs. Permits  
            CDSS to require a facility to provide additional staff  
            whenever it determines it is required for the provision  
            of adequate services. Establishes as a personal right  
            that residents be accorded safe, healthful and  
            comfortable accommodations, furnishings and equipment.  
            (Title 22 CCR 87411 and 87468)


          10.Through regulation, requires coverage be provided when  
            staff are not present by personnel with qualifications  
            adequate to perform the assigned tasks. Requires that  
            personnel records shall demonstrate adequate staff  
            coverage necessary, as specified. (Title 22 CCR 87412 and  
            87413)


          11.Through regulation, requires night supervision by staff  





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            familiar with the facility's planned emergency procedures  
            and trained in first aid. (Title 22 CCR 87415)


           This bill: 


          1.Requires that RCFEs maintain at least one administrator,  
            facility manager, or other person designated by the  
            administrator who is at least 21 years of age to be on  
            the premises 24 hours a day. 


          2.Requires the facility to employ, and the administrator to  
            schedule, a sufficient number of staff members to do the  
            following:


                     Provide the care required in each resident's  
                 negotiated service agreement.
                     Ensure the health, safety, comfort and  
                 supervision of the residents.
                     Ensure that at least one staff member who has  
                 CPR training and first aid training shall be on duty  
                 and on the premises at all times. 
                     Ensure the facility is clean, safe, sanitary  
                 and in good repair at all times.


          1.Adds to the required training for direct-care staff to  
            include building and fire safety and the appropriate  
            response to emergencies.


                                  FISCAL IMPACT  

          An Assembly Appropriations analysis states there are minor  
          and absorbable costs to CDSS to modify their training  
          regulations and unknown costs to facility owners or  
          licensees to meet the increased health and safety  
          requirements and ensure adequate staffing levels.
                            BACKGROUND AND DISCUSSION  

           Purpose of the bill:






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           This bill, sponsored by California Advocates for Nursing  
          Home Reform is one of a large package of bills that respond  
          to a series of recent events calling into question the  
          adequacy of CDSS oversight and the state's ability to  
          protect people who reside in RCFEs. Specifically, in July  
          2013, ProPublica and Frontline reporters wrote and produced  
          a series of stories on Emeritus, the nation's largest RCFE  
          provider.<1> Featured in the article was a woman who died  
          after receiving poor care at in a facility in Auburn,  
          California. The series documented chronic understaffing and  
          a lack of required assessments and substandard care. 


          Additionally, reports in September 2013, prompted by a  
          consumer watchdog group that had hand-culled through stacks  
          of documents in San Diego, revealed that more than two  
          dozen seniors had died in recent years in RCFEs under  
          questionable circumstances that went ignored or unpunished  
          by CCL.<2> 


          Most recently, in late October 2013, 19 frail seniors were  
          abandoned at Valley Springs Manor in Castro Valley by the  
          licensee and all but two staff after the state began  
          license revocation proceedings. CDSS inspectors, noting the  
          facility had been abandoned, left the two unpaid service  
          staff to care for the abandoned residents with insufficient  
          food and medication, handing them a $3,800 citation before  
          leaving for the weekend. The next day sheriff's deputies  
          and paramedics sent the patients to local hospitals.


          Residential Care Facilities for the Elderly

          Within California's continuum of long term care, situated  
          -------------------------


          <1>  
          http://www.propublica.org/article/life-and-death-in-assisted 
          -living-single


          <2> "Care Home Deaths Show System Failures," San Diego  
          Union Tribune, Sept.7, 2013






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          between in-home care and skilled nursing facilities, is the  
          RCFE, also commonly called Assisted Living, Board and Care,  
          or Residential Care. There are approximately 8,000 Assisted  
          Living, Board and Care, and Continuing Care Retirement  
          homes that are licensed as RCFEs in California. RCFEs are  
          designed to provide homelike housing options to seniors and  
          other adults who need some help with activities of daily  
          living, such as cooking, bathing, or getting dressed, but  
          otherwise do not need continuous, 24-hour care.  
          Increasingly, however, residents are entering RCFEs with  
          significant health needs including diabetes, bedsores, or  
          require the use of oxygen tanks, catheters, colostomies or  
          ileostomies.  


          The RCFE licensure category includes facilities with as few  
          as six beds to those with hundreds of residents, whose  
          needs may vary widely. Typically, smaller facilities are  
          homes in residential neighborhoods while larger facilities  
          resemble hotels or apartment complexes with structured  
          activities for their residents. Residents may reside in  
          their own apartment or bedroom, or may share a bedroom.  
          Generally, residents are free to leave the facility if they  
          choose, and may entertain guests, and otherwise maintain a  
          level of independence. Facilities licensed to serve  
          residents with dementia or Alzheimer's disease, also known  
          as "memory care units" may maintain a secure perimeter. 


          Licensee and Administrator training requirements

          Existing law requires prospective licensees and facility  
          administrators to complete a certification program approved  
          by the department consisting of 40 hours of classroom  
          instruction. Statute requires that the curriculum for both  
          include:

                 Laws, regulations, policies and procedural  
               standards that impact RCFE operations, including  
               residents' personal rights (8 hours);
                 Business operations (3 hours);
                 Management and supervision of staff (3 hours);
                 Psychosocial need of elderly residents (5 hours);
                 Physical needs for elderly residents (5 hours);
                 Community and support services (2 hours);





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                 Use, misuse and interaction of drugs commonly used  
               by the elderly (5 hours);
                 Resident admission, retention, and assessment  
               procedures (5 hours); and
                 Care of residents with Alzheimer's Disease and  
               other dementias (4 hours).


          Statute and regulation require direct-care staff to receive  
          10 hours of training,<3> including first aid training, the  
          aging process, physical limitations and special needs of  
          the elderly, personal care services techniques and  
          importance, resident rights, medication procedures  
          including how to safely assist with self-administration,  
          psychosocial needs of the elderly and recognition of signs  
          of dementia. 

          Care needs of residents

          California law provides that RCFEs may accept or retain  
          clients who are capable of administering their own  
          medications, or need only be reminded due to forgetfulness  
          or assisted due to physical limitations, clients who  
          receive medical care outside the facility or from a  
          visiting nurse, persons with mild temporary emotional  
          disturbance, forgetfulness, irritability, wandering,  
          confusion, or inability to manage money, or persons who are  
          bedridden, provided fire clearance requirements are met. 


          RCFEs are prohibited by state law from accepting residents  
          requiring 24-hour skilled nursing or intermediate care.  
          Regulation also prohibits RCFEs from accepting residents  
          who depend on others to perform all activities of daily  
          living, residents whose primary need for care and  
          supervision results from an ongoing behavior caused by a  
          mental disorder and residents with certain medical  
          conditions including stage 3 or 4 pressure sores,  
          gastronomy care, naso-gastric tubes, staph infections or  
          other serious infections.<4> 

          -------------------------
          <3> HSC 1569.625 and Title 22 CCR 87411 and 87785
          <4> Title 22 CCR 87455 and 87615






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          However, RCFEs may accept permanently bedridden residents  
          under specified circumstances, including a statement in the  
          facility Plan of Operation of how the facility intends to  
          meet those residents' overall health, safety and care needs  
          and how it is meeting the needs of those individual  
          residents.<5> Residents with "restricted health  
          conditions," which otherwise fall short of a prohibited  
          condition or hospice care, may be cared for in an RCFE by  
          "appropriately skilled staff" either through home health  
          agencies or by hired medical staff. Facilities also are  
          permitted to care for residents who may be cared for  
          through a licensed home health agency. In such instances,  
          the facility and home health agency must agree in writing  
          on the responsibilities of each party.<6> 


          Regulation permits a licensee to submit a written exception  
          request for prohibited and or restricted health conditions,  
          and CDSS states that it evaluates every exception request  
          to ensure that the resident's physician has determined that  
          it remains an appropriate placement for the resident and  
          that the facility is equipped to address the medical needs  
          of the resident. CDSS provides facilities that intend to  
          serve hospice patients with facility-wide hospice waivers  
          instead of approving case-by-case exceptions determined by  
          individual department staff. 


          In addition to a preadmission appraisal, residents must  
          have a medical assessment on file completed and signed by a  
          physician within the prior year. A functional assessment is  
          required to determine a prospective resident's ability to  
          perform detailed activities of daily living including  
          bathing, dressing, grooming, continence, eating and  
          physical condition. RCFEs must complete a needs and  
          services appraisal to determine the amount of supervision  
          -------------------------
          -------------------------


          <5> CCL Information Release 2007-04 and Title 22 CCR 87606  
          (f)


          <6> Title 22 CCR 87609






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          that is necessary.<7>


          Staffing requirements

          Existing law requires facility personnel to be sufficient  
          in numbers and competent to provide the services necessary  
          to meet resident needs. A facility may be required to  
          provide additional staff whenever CDSS determines that the  
          needs of the residents, the extent of services provided, or  
          the physical arrangements of the facility require it.  
          Additionally, regulations require RCFEs to ensure that a  
          resident's medical needs are met and in accordance with  
          physician's orders. Facility staff are required to have the  
          knowledge and skills to respond to problems and to contact  
          the physician, appropriately skilled professional or  
          vendor.


          Placement agencies -- defined as county welfare, social  
          service or mental health departments, county public  
          guardians, hospital discharge planners or coordinators  
          public or private agencies providing placement or referral  
          services, conservators and regional centers -- who assist  
          in finding homes or other temporary or permanent placements  
          are required to report to CDSS if a facility has  
          insufficient or incompetent personnel on duty. Regulations  
          require facilities to submit a current, definitive plan of  
          operation to CDSS, which among other things, must include a  
          statement of admission policies and procedures for  
          accepting residents as well as the staffing plan,  
          qualifications and duties. RCFEs also must submit written  
          reports to the licensing agency and a resident's designated  
          responsible person when an incident may impact health and  
          safety of residents.<8>


          Additionally, regulations require RCFEs to ensure night  
          -------------------------


          <7> Title 22 CCR 87458, 87459 and 87461 and LIC forms 602A,  
          603, 603A, 604A and 625


          <8> Title 22 CCR 87211






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          staff is familiar with the facility's planned emergency  
          procedures and trained in first aid, as specified. For  
          example, between the hours of 10 pm and 6am, facilities  
          caring for 16 or fewer residents must have a qualified  
          person on call on the premises; those with for 16 to100  
          residents must have at least one awake on-duty employee on  
          the premises with another employee on call and capable of  
          responding within 10 minutes; facilities with 101 to 200  
          residents must have one employee on call on the premises,  
          one awake on-duty employee on the premises and one employee  
          on call and capable of responding within 10 minutes; and  
          for every additional 100 residents a facility must have an  
          additional awake on-duty staff member.<9>


                                     COMMENTS

           1.This bill has substantial overlap with existing  
            regulation but may provide clarification to residents and  
            facility administrators of existing law requiring at  
            least one responsible person to be present in the  
            facility at all times. Additionally, this bill provides a  
            new requirement that at least one staff member who is  
            over the age of 21 be present in the facility at all  
            times and that at least one staff member trained in CPR  
            shall be present in the facility at all times.


          2.The term "negotiated service agreement" referenced in the  
            bill is not a term used elsewhere in statute or  
            regulation. Staff recommends amending the bill to refer  
            to the residents "written record of care," as follows: 


            1569.618. (c) The facility shall employ, and the  
            administrator shall schedule, a sufficient number of  
            staff members to do all of the following:

            (1) Provide the care required in each resident's  
             negotiated service agreement  written record of care.
             
          3.The California Assisted Living Association (CALA)  
          -------------------------
          <9> Title 22 CCR 87415






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            recommends clarifying that the requirement for a staff  
            member trained in CPR to be onsite does not require the  
            staff member to use CPR contrary to a don-not-resuscitate  
            order of the resident. Staff recommends the following  
            amendments:

          1569.618. (a) The administrator designated by the licensee  
          pursuant to subdivision (k) of Section 1569.15 shall be  
          present at the facility during normal working hours. A  
          facility manager designated by the licensee with notice to  
          the department, shall be responsible for the operation of  
          the facility when the administrator is temporarily absent  
          from the facility.

          (b) (1) At least one administrator, facility manager, or  
            other person   designated  substitute who is at least 21 years  
          of age and who has qualifications adequate to be  
          responsible and accountable for management and  
          administration of the facility  by the administrator   shall  
          be on the premises 24 hours per day.

          When the administrator is not in the facility, there shall  
          be coverage by a designated substitute as specified in this  
          section.

          (2) A minimum of one staff member who assists residents  
          with personal activities of daily living per 16 residents  
          shall be on the premises 24 hours per day.

          (c) The facility shall employ, and the administrator shall  
          schedule, a sufficient number of staff members to do all of  
          the following:

          (1) Provide the care required in each resident's   negotiated  
          service agreement  written record of care as described in  
          Section 1569.80  . 

          (2) Ensure the health, safety, comfort, and supervision of  
          the residents.

          (3) Ensure that at least one staff member who has  
          cardiopulmonary resuscitation (CPR) training and first aid  
          training is on duty and on the premises at all times.  Staff  
          shall not be required to provide CPR to residents who have  
          requested to forgo resuscitative measures as indicated by a  





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          Physician Order for Life-Sustaining Treatment (POLST) or  
          Do-Not-Resuscitate Order (DNR) and made available to the  
          facility. 
           
          (4) Ensure that the facility is clean, safe, sanitary, and  
          in good repair at all times.

                                   PRIOR VOTES

           Assembly Floor           64 - 1
          Assembly Appropriations  13 - 0
          Assembly Human Services    6 - 0

                                    POSITIONS
                                         
          Support:       Association of Regional Centers
                         California Advocates for Nursing Home Reform
                         California Long-Term Ombudsman Association
                         Consumer Federation of California
                         County of San Diego
                         Long Term Care Ombudsman Association of 
                         San Luis Obispo County
                         Retired Public Employees Association

          Oppose:   None received.
                                   -- END --