BILL ANALYSIS Ó AB 664 Page 1 ASSEMBLY THIRD READING AB 664 (Dodd) As Introduced February 24, 2015 Majority vote ------------------------------------------------------------------- |Committee |Votes |Ayes |Noes | | | | | | | | | | | |----------------+------+---------------------+---------------------| |Health |17-0 |Bonta, Maienschein, | | | | |Bonilla, Burke, | | | | |Chávez, Chiu, Gomez, | | | | |Lackey, Nazarian, | | | | |Patterson, | | | | |Ridley-Thomas, | | | | |Rodriguez, Santiago, | | | | |Steinorth, Thurmond, | | | | |Waldron, Wood | | | | | | | |----------------+------+---------------------+---------------------| |Aging |7-0 |Brown, Hadley, | | | | |Gipson, Gray, | | | | |Levine, Lopez, | | | | |Mathis | | | | | | | |----------------+------+---------------------+---------------------| |Appropriations |17-0 |Gomez, Bigelow, | | | | |Bonta, Calderon, | | | | |Chang, Daly, Eggman, | | | | |Gallagher, | | AB 664 Page 2 | | | | | | | | | | | | |Eduardo Garcia, | | | | |Gordon, Holden, | | | | |Jones, Quirk, | | | | |Rendon, Wagner, | | | | |Weber, Wood | | | | | | | | | | | | ------------------------------------------------------------------- SUMMARY: Requires, on or before January 1, 2017, the Department of Health Care Services (DHCS), Department of Social Services (DSS), and the California Department of Aging (CDA) to, in consultation with a stakeholder workgroup, to evaluate and report to the Legislature on outcomes and lessons of the existing Medi-Cal universal assessment tool (UAT) pilot. Requires the UAT report to include findings from consumers assessed using the UAT, and from consumers choosing to be assessed using previous assessment tools; data regarding the amount and type of services identified by the previous assessment tools as compared to the amount and types of services determined through the UAT; and, data regarding home and community based services (HCBS) utilization and costs, and percentages of consumers experiencing hospitalization and skilled nursing facility (SNF) stays. FISCAL EFFECT: According to the Assembly Appropriations Committee, this bill would result in costs in the low hundreds of thousands of dollars to DHCS (50% General Fund/50% federal). COMMENTS: According to the author, California provides HCBS to low-income seniors and disabled persons (SPDs) to help them remain in their own homes and communities. The author states that each of the three main HCBS programs; In-Home Supportive Services (IHSS); Community-Based Adult Services (CBAS); and, Multipurpose Senior Services Program (MSSP) perform their own eligibility determinations and service assessments, requiring those who receive services for more than one program to undergo multiple AB 664 Page 3 assessments that, in some cases, collect duplicative information. The author states that, in 2012, the Legislature recognized that separate eligibility determination and assessment processes create inefficiency in the administration of HCBS programs, and directed the state to develop a UAT to be pilot-tested in two to four counties with the goal of facilitating better care coordination, enhance consumer choices, reduce administrative inefficiencies, improve data analysis, and potentially create long-term fiscal savings. However, the author states that the law establishing the UAT pilot test does not require the administration to conduct a formal evaluation. Thus, the author concludes that this bill is necessary to require a formal evaluation of the UAT pilot program, and to require the administration to report to the Legislature on the pilot's outcomes and lessons learned. Background. According to the Legislative Analyst's Office (LAO), approximately 1.9 million SPDs are enrolled in Medi-Cal, which provides long-term services and supports (LTSS), mainly comprised of HCBS, to beneficiaries who meet certain eligibility requirements. Three of the main Medi-Cal HCBS programs are IHSS, CBAS, and MSSP. Each HCBS program has its own distinct eligibility criteria and processes for eligibility determinations and assessment processes to determine the amount and types of services provided to consumers. Individuals needing services from more than one program must undergo separate assessments for each. The 2012 State Budget authorized the Coordinated Care Initiative (CCI) with the goal of promoting the coordination of health, behavioral health and social services for certain Medi-Cal beneficiaries through managed care. One component of the CCI is managed LTSS (MLTSS), which provides for the integration of nursing facility care, IHSS, CBAS, and MSSP as managed care benefits. Under the CCI, HCBS administrators are required to share data with managed care plans, but, according to the LAO, there has been no systematic data sharing among HCBS programs and consequently no comprehensive HCBS assessment record on which AB 664 Page 4 assessors and care managers can rely to coordinate the provision of services to consumers. The LAO states that, in light of the integration of LTSS as a managed care benefit, and the challenges presented by a disintegrated assessment process, universal assessment for HCBS through the use of a UAT is looked upon as having many potential benefits, including the creation of a single HCBS assessment record, improvement of care coordination, reduction in administrative inefficiencies, and improved data collection to better understand consumer needs. Pursuant to the CCI, DHCS, DSS, and CDA are required to work with stakeholders to develop a UAT. The workgroup is required to consider various factors in the development of the UAT, including the roles and responsibilities of health plans, counties, and HCBS providers administering the assessment; criteria for reassessment; how results from the new assessments can be used for oversight and quality monitoring of HCBS providers, and how the universal assessment process would incorporate person-centered principles and protections. This bill implements a recent recommendation of the LAO to require a formal evaluation of the UAT pilot. Supporters state that the UAT is designed to streamline HCBS eligibility assessments, and address inefficiencies and burdens created by the state's current assessment process which requires HCBS consumers undergo unnecessary and duplicative assessments. Supporters argue that a formal evaluation of the UAT pilot, as proposed by this bill, will ensure that the state's UAT properly shifts HCBS assessment to a person-centered approach integrating all aspects of an individual's care coordination. This bill has no known opposition. Analysis Prepared by: AB 664 Page 5 Kelly Green / HEALTH / (916) 319-2097 FN: 0000777