BILL ANALYSIS Ó AB 1436 Page 1 CONCURRENCE IN SENATE AMENDMENTS AB 1436 (Burke) As Amended September 4, 2015 Majority vote -------------------------------------------------------------------- |ASSEMBLY: |76-0 |(May 26, 2015) |SENATE: |40-0 | (September 10, | | | | | | |2015) | | | | | | | | | | | | | | | -------------------------------------------------------------------- Original Committee Reference: HUM. S. SUMMARY: Allows In-Home Supportive Services applicants and recipients to designate an authorized representative. Specifically, this bill: 1) Defines "authorized representative" to mean an individual who is appointed by an In-Home Supportive Services (IHSS) applicant or recipient in order to represent that applicant or recipient for purposes related to the IHSS program, as specified. 2) Allows an IHSS applicant or recipient to designate an authorized representative for specified purposes on a form that, among other things, specifies an effective time period determined by the department. AB 1436 Page 2 3) Requires the county to retain the authorized representative form in the applicant or recipient's case file, as specified. 4) Specifies that an IHSS applicant or recipient shall determine the duties to be provided by the authorized representative and that these duties may be changed or revoked at any time by the applicant or recipient. 5) Prohibits the authorized representative designation from authorizing representation at an administrative hearing conducted by the department. 6) Requires the authorized representative to have a responsibility to act in the client's best interest, and prohibits him or her from having any other power to act on behalf of the applicant or recipient, except as specified, and prohibits the representative from acting in lieu of the applicant or recipient. 7) Exempts an applicant's or recipient's legal representative with the legal authority to act on behalf of the applicant or recipient, as specified, from the requirement to complete an authorized representative form. 8) Permits a legal representative to designate an authorized representative for an applicant or recipient, as specified. 9) Prohibits anyone, except for a legal representative as specified, prevented from being an IHSS provider due to past criminal convictions, as well as individuals granted certain exemptions to serve as a provider despite past criminal convictions, as specified, from serving as an authorized representative. 10)Permits the authorized representative, if so instructed by AB 1436 Page 3 the IHSS recipient, to sign timesheets for services rendered on behalf of the recipient, but disallows the authorized representative who is a care provider from signing his or her own timesheet unless the provider has legal authority, as specified. 11)Directs the Department of Social Services (DSS), in consultation with stakeholders, as specified, to develop a standardized statewide form, as specified, and procedures related to the designation of an authorized representative. 12)Allows DSS to implement and administer the provisions of authorized representatives through all-county letters or similar instructions until regulations are adopted. The Senate amendments: 1)Prohibit the authorized representative designation from authorizing representation at an administrative hearing conducted by the department. 2)Remove the prohibition on an individual becoming an authorized representative if he or she has been found to have perpetrated a substantiated report of abuse or neglect against of child or an elder or dependent adult. 3)Make other technical amendments. EXISTING LAW: 1)Establishes the IHSS program to provide supportive services, including domestic, protective supervision, personal care, and paramedical services as specified, to individuals who are aged, blind, or living with disabilities, and who are unable AB 1436 Page 4 to perform the services themselves or remain safely in their homes without receiving these services. (Welfare and Institutions Code (WIC) Section 12300 et seq.) 2)Specifies requirements regarding IHSS provider timesheets, including that both provider and recipient must sign the timesheet to verify the accuracy of information. (WIC Section 12301.25) 3)Authorizes counties to contract with a nonprofit consortium or establish a public authority for the provision of IHSS services. Requires nonprofit consortia and public authorities to, among other things, establish a registry to assist recipients in locating IHSS providers, and to investigate the background and qualifications of potential providers, as specified. (WIC Section 12301.6) 4)Maintains an IHSS recipient's right to hire, fire, and supervise the work of any IHSS provider, regardless of the employer responsibilities of a public authority or nonprofit consortium, as specified. (WIC Sections 12301.6 and 12302.25) 5)Requires counties to perform a background check on individuals applying to become IHSS providers, and stipulates circumstances under which individuals shall be excluded from becoming an IHSS provider, as well as circumstances under which such an exclusion might be waived, as specified. (WIC Sections 12305.86 and 12305.87) FISCAL EFFECT: According to the Senate Appropriations Committee, this bill may result in the following costs: 1)One-time costs potentially in excess of $50,000 (General Fund) to DSS to develop and adopt regulations. One-time costs to develop the standardized statewide form are estimated to be minor. AB 1436 Page 5 2)Potential increase in IHSS administrative costs (Federal Fund/General Fund) for counties to review agreement forms, verify eligibility of authorized representatives for cases not requiring a written appointment, and potentially issue additional notices similar to the process in the Medi-Cal program. 3)Potential increase in IHSS program costs (Federal Fund/General Fund) related to more successful enrollment and provision of services from assistance in the application and redetermination process, to the extent representatives are able to better represent and/or communicate the actual needs of applicants and recipients. Increases in IHSS program costs could be offset in whole or in part to the extent individuals would have otherwise not been able to remain in their own homes but would require more costly facility care. COMMENTS: In-Home Supportive Services: The IHSS program enables low-income individuals who are at least 65 years old, living with disabilities, or blind to remain in their own homes by paying for care providers to assist with personal care services (such as toileting, bathing, and grooming), domestic and related services (meal preparation, housecleaning, and the like), paramedical services, and protective supervision. Approximately 470,000 Californians receive IHSS, with approximately 99% receiving it as a Medicaid benefit. When an individual is determined eligible for IHSS services by a county social worker, he or she is authorized for a certain number of hours of care. IHSS recipients are responsible for hiring, firing, directing, and supervising their IHSS workers. These responsibilities include some administrative duties, such as scheduling and signing timesheets; however, the state handles payroll. As of April 2015, there were about 409,000 IHSS AB 1436 Page 6 providers in the state; approximately 73% were relatives and an estimated 52% were live-in. Providers must complete an enrollment process, including submitting fingerprint images for a criminal background check and participating in a provider orientation prior to receiving payment for services. Authorized representatives: A number of programs administered by the state allow for, and set forth definitions and designation procedures regarding, authorized representatives in order to facilitate recipients' full participation in programs. These authorized representatives are permitted, within specified limits, to act on behalf of program applicants and participants typically for purposes of applying for services and other required program activities. For example, WIC Section 14014.5 defines "authorized representative" for purposes of the Medi-Cal program and directs the Department of Health Care Services and the California Health Benefit Exchange to implement policies and prescribe materials to ensure the protection and privacy of applicants and recipients who appoint such a representative. Additionally, DSS Manual of Policies and Procedures Section 63.402-6 outlines rules and processes regarding the appointment of authorized representatives by applicants for and recipients of CalFresh food stamp benefits. Need for this bill: According to the author, "IHSS program recipients are the employer of their care provider for purposes of hiring/firing, training, supervising, scheduling and signing their timesheet. Similarly, whether to designate an authorized representative and who to designate would be their decision. For consumers who struggle with the maze of programmatic rules and complex paperwork, allowing them to designate an authorized representative to work on their behalf will give them the support they need to continue to direct services in their own homes and remain independent." Analysis Prepared by: Daphne Hunt / HUM. S. AB 1436 Page 7 / (916) 319-2089 FN: 0002379