BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                       AB 664


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          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,           |                     |








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          |                |      |                     |                     |
          |                |      |                     |                     |
          |                |      |Eduardo Garcia,      |                     |
          |                |      |Gordon, Holden,      |                     |
          |                |      |Jones, Quirk,        |                     |
          |                |      |Rendon, Wagner,      |                     |
          |                |      |Weber, Wood          |                     |
          |                |      |                     |                     |
          |                |      |                     |                     |
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          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  








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          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  








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          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:                                               








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          Kelly Green / HEALTH / (916) 319-2097  FN: 0000777