BILL ANALYSIS                                                                                                                                                                                                    






                                  SENATE HUMAN
                               SERVICES COMMITTEE
                            Senator Carol Liu, Chair


          BILL NO:       AB 435                                       
          A
          AUTHOR:        Comm. on Accountability and Administrative  
          Review         B
          VERSION:       August 3, 2010
          HEARING DATE:  August 10, 2010                              
          4
          REFERRAL:      Rules and Appropriations; Urgency 2/3 vote   
          3
                                                                      
          5
          CONSULTANT:                                                
          Park
                                        

                                     SUBJECT
                                         
                   Regional centers: whistleblower protection

                                     SUMMARY  

          Requires each state contract with a regional center to  
          include steps the regional center will take to ensure that  
          a regional center's staff, board members, consumers and  
          their representatives, and providers are notified of their  
          right to make confidential reports of improper regional  
          center activity to the Department of Developmental  
          Services.  Provides for penalties, civil liability, and  
          imprisonment for specified acts against a regional center  
          employee for having made a protected disclosure, as  
          specified.  Makes other changes related to these  
          activities.

                                     ABSTRACT  

          Existing law:

          1.Establishes the Lanterman Developmental Disabilities  
            Services Act (Lanterman Act), under which the Department  
            of Developmental Services (DDS) contracts with 21 private  
            non-profit regional centers to provide case management  
                                                         Continued---



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            services and arrange for, or purchase, services that meet  
            the needs of individuals with developmental disabilities,  
            as defined.

          2.Requires the state to enter into five-year contracts with  
            regional centers, subject to the annual appropriation of  
            funds by the Legislature.  Requires contracts to include  
            a provision requiring each regional center to render  
            services in accordance with applicable provision of state  
            laws and regulations; requires contracts to include  
            annual performance objectives, and meet other specified  
            criteria.

          3.Requires each contract with a regional center to specify  
            steps to be taken to ensure contract compliance,  
            including, but not limited to: incentives that encourage  
            regional centers to meet or exceed performance standards;  
            and levels of probationary status and corrective action,  
            as specified. Requires DDS to evaluate a regional  
            center's compliance with its contract performance  
            objectives and legal obligations related to those  
            objectives, as specified.

          4.Requires DDS to make reasonable efforts to resolve  
            problems with a regional center that is not fulfilling  
            its contractual obligations, and requires letters of  
            noncompliance to be issued and corrective action plans to  
            be developed and implemented if there is no successful  
            resolution.  Requires DDS to terminate the contract of  
            any regional center that continues to fail in fulfilling  
            its contractual obligations, if specified findings are  
            made, and authorizes such findings to be the basis of  
            non-renewal.

          5.Provides in the Lanterman Act and the  
            Lanterman-Petris-Short (LPS) Act that, except for  
            specifically delineated exceptions, all information and  
            records obtained in the course of providing services to  
            people with developmental disabilities or recipients of  
            voluntary or involuntary mental health services shall be  
            confidential.

          6.Under the California Whistleblower Protection Act (WPA),  
            establishes circumstances and procedures under which  
            persons, as defined, may report confidentially improper  




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            governmental activities, as defined, to the State  
            Auditor.  Provides for fines, imprisonment, and civil  
            liability for specified violations, such as retaliation  
            or reprisal against a state employee or applicant for  
            making protected disclosures, as defined, to the State  
            Auditor.

          7.Prohibits employers, both public and private, from  
            preventing employees from disclosing information, or  
            retaliating against employees for disclosing information,  
            to a government or law enforcement agency where the  
            employee has reasonable cause to believe that the  
            information discloses a violation of state or federal  
            statute, or a violation of or noncompliance with a state  
            or federal rule or regulation.  Requires the Attorney  
            General (AG) to maintain a whistleblower hotline to  
            receive calls regarding such violations, and requires the  
            AG to refer calls to the appropriate government agency  
            for review and possible investigation.  Requires the AG  
            and appropriate government agency to hold in confidence,  
            during the initial review of the call, information  
            disclosed through the whistleblower hotline, including  
            the identity of the caller and the employer identified by  
            the caller.  Establishes fines and criminal penalties for  
            violations of these provisions, and burden of proof  
            pertaining to civil actions and administrative  
            proceedings related to such violations.

          8.Prohibits employers from making, adopting, or enforcing  
            any rule, regulation, or policy preventing an employee  
            from disclosing information to a government or law  
            enforcement agency or from acting in furtherance of a  
            false claims action, and prohibits an employer from  
            discharging, demoting, suspending, threatening,  
            harassing, denying promotion to, or in any other manner  
            discriminating against, an employee in the terms and  
            conditions of employment because of lawful acts done by  
            the employee on behalf of the employee or others in  
            disclosing information to a government or law enforcement  
            agency or in furthering a false claims action. Provides  
            for relief measures, including reinstatement, back pay,  
            damages, litigation costs, and attorney's fees, in  
            addition to other remedies.






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          This bill:
          
          1.Requires, not later than July 1, 2011, that each contract  
            with a regional center include steps the regional center  
            will take to provide notice to its staff, board members,  
            consumers and their representatives, and providers that  
            confidential reports of improper regional center  
            activity, as defined, can be made directly to DDS.   
            Requires all regional center contracts to be amended by  
            July 1, 2011, to include these provisions.

          2.Requires notices to include all appropriate methods for  
            contacting DDS and requires regional centers to post  
            notices for regional center staff where other mandatory  
            employee notices are posted.

          3.Defines "improper regional center activity" to mean an  
            activity by a regional center or its employee, officer,  
            or board member that is undertaken in performance of his  
            or her official duties, whether or not within the scope  
            of his or her employment, and that  violates a state or  
            federal law or regulation, including, but not limited to,  
            corruption, malfeasance, bribery, theft or misuse of  
            government property, fraudulent claims, coercion,  
            conversion, malicious prosecution, or willful omission to  
            perform duty; or involves gross misconduct or  
            incompetency.

          4.Defines "protected disclosure" to mean a good faith  
            communication that discloses or demonstrates an intention  
            to disclose to DDS or the Legislature information that  
            may evidence an improper regional center activity, or a  
            condition that may significantly threaten the health or  
            safety of employees or the public if the disclosure or  
            intention to disclose was made in order to remedy that  
            condition.

          5.Allows a [regional center] employee, who files a written  
            complaint with the regional center pertaining to certain  
            acts prohibited by law, to file a copy of the complaint,  
            signed under penalty of perjury, with DDS, within 12  
            months of the most recent act of reprisal.

          6.Provides that a person who intentionally engages in acts  
            of reprisal, retaliation, threats, coercion, or similar  




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            acts against a regional center employee for having made a  
            protected disclosure, as defined, shall be guilty of a  
            misdemeanor punishable by a fine not to exceed $10,000,  
            imprisonment in a county jail not to exceed one year, or  
            both.

          7.Establishes, in addition to all other penalties provided  
            by law, civil liability for intentional acts of reprisal,  
            retaliation, threats, coercion, or similar acts against  
            regional center employees for having made a protected  
            disclosure, and authorizes recovery of punitive damages  
            for malicious conduct, and for reasonable attorney's  
            fees.  Conditions an action for damages on the prior  
            filing of a complaint with DDS.

          8.Provides that these provisions shall not prevent a  
            regional center, manager, or supervisor from taking,  
            directing others to take, recommending, or approving a  
            personnel action or failing to take a personnel action,  
            with respect to an employee if the governing board of the  
            regional center determines that the action or inaction is  
            justified on the basis of evidence separate and apart  
            from the individual's protected disclosure.

          9.Provides that these provisions shall not diminish the  
            rights, privileges or remedies of an employee under any  
            other federal or state law, employment contract, or  
            collective bargaining agreement.

          10.Allows information and records related to persons with  
            developmental disabilities to be disclosed to DDS for the  
            purpose of conducting their investigations above.

          11.Provides that employees, office holders, board members  
            of regional centers shall not be subject to reprisal or  
            harassment, or threatened with any action that would  
            prevent him or her from assisting a consumer or consumer  
            representative from pursuing a complaint.

          12.Makes change related to the Department of Public Health  
            and Department of Health Care Services duties. [NOTE:  
            technical error.]

          13.Declares that, in order to provide timely protections to  
            regional center employees and improve services to persons  




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            with developmental disabilities and their families, at  
            the earliest possible time, it is necessary that this act  
            go into effect immediately as an urgency statute.

           
                                 FISCAL IMPACT  

          Unknown.


                            BACKGROUND AND DISCUSSION  

          Authors' statement
          The authors (the members of Assembly Accountability and  
          Administrative Review Committee) state that, although the  
          private, non-profit system of 21 regional centers are  
          funded with close to $4 billion in federal and state funds  
          per year, the public does not have access to the level of  
          information about their operations or financial  
          transactions that it would have if these were public  
          agencies.

          The authors note that, on June 10, 2009, the Assembly  
          Accountability and Administrative Review Committee (AAARC)  
          heard testimony illustrating the need to increase  
          transparency in regional center operations, information  
          pertaining to conflicts of interest, and threats and acts  
          of retaliation against employees, among other issues.  The  
          authors note that, "most of the comments-received  
          confidentially by AAARC staff-centered on individuals' fear  
          of retaliation from DDS or their local regional center for  
          reporting wrongdoing."

          The authors note that employees of public agencies in  
          California can make confidential reports of improper  
          activities to the Whistleblower Protection Hotline,  
          operated by the Bureau of State Audits, and, in many  
          agencies, employees can also make confidential reports to  
          an inspector general or ombudsman.  The authors highlight  
          that current law does not provide an avenue for regional  
          center employees to make confidential complaints to any  
          investigative body.  The authors note that, in the year  
          since its hearing, the AAARC has continued to receive an  
          escalating number of reports alleging intimidation and  
          retaliation against regional center employees-among others-  




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          who report wrongdoing.

          Regional centers
          Community-based services to developmentally disabled  
          persons, as defined, are provided through 21 nonprofit  
          corporations known as regional centers.  Regional centers  
          are obligated by statute and contract to provide certain  
          services, including eligibility determinations, individual  
          assessment, case management, and individual program plan  
          (IPP) development.  The regional center develops the IPP in  
          collaboration with the individual with the development  
          disability, and where appropriate, the authorized  
          representative.  The IPP includes a statement of goals,  
          based on the needs, preferences and life choices of the  
          individual and a schedule of the type and amount of  
          services and supports to be purchased by the regional  
          center or obtained from generic agencies or other resources  
          to achieve the IPP goals and objectives.  Regional centers  
          purchase services such as transportation, health care, day  
          programs and residential care provided by community care  
          facilities, and generally pay for services if an  
          individual's private insurance does not cover, or the  
          individual has no private coverage, or where "generic"  
          services provided through other programs, entities, or  
          agencies are not available.

          Collectively, regional centers employ almost 7,000  
          individuals statewide, serve 240,000 individuals, and  
          purchase services from about 40,000 vendors or providers.

          DDS' oversight of regional centers 
          DDS has performance contracts with regional centers,  
          whereby DDS monitors progress, and follows-up when the  
          regional center fails to maintain an acceptable level of  
          compliance with performance objectives or make progress  
          toward meeting them.   DDS may impose corrective actions on  
          a regional center, additional contract provisions, and  
          levels of probation.  DDS also performs biennial (or  
          annual, if warranted) fiscal audits on regional centers.   
          Additionally, for the purpose of ensuring the center is  
          meeting federal requirements pursuant to the DDS' approved  
          federal waiver, DDS visits each center every other year,  
          whereby DDS staff reviews records, interviews consumers and  
          staff, and visits program sites.   DDS must also review  
          regional center purchase of service policies to prevent a  




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          center from utilizing a policy that violates the Lanterman  
          Act.

          DDS' handling of complaints
          DDS indicates that it has a variety of complaint and appeal  
          processes available to vendors/contractors, agencies,  
          facilities, parents, and consumers.  These include consumer  
          rights complaints; complaints related to the Early Start  
          program, due process requests, and mediation conference  
          requests; Lanterman Act fair hearing requests; Title 17  
          complaints; citizen complaints and comments.  DDS notes  
          that each of these complaint and appeal processes has  
          separate and distinct procedures for resolution.

          On July 28, 2010, DDS issued a letter to all regional  
          center executive directors regarding its whistleblower  
          complaint process.  The DDS whistleblower notice defines  
          both improper regional center activity and improper  
          vendor/contractor activity and indicates that DDS will need  
          a clear and concise statement of the improper activity and  
          any evidence to support the allegation.  The notice states  
          that, "If you do not provide a name or other information  
          (witnesses or documents) that clearly identifies the person  
          you are alleging has acted improperly, and the regional  
          center or vendor/contractor where that person works, we may  
          not have sufficient information to investigate. ?  Although  
          complaints may be filed anonymously, if insufficient  
          information is provided and we have no means to contact  
          you, we may not be able to investigate your allegations."

          The notice also states that DDS "?will do everything  
          possible to maintain the confidentiality of a complainant  
          making a whistleblower complaint if the complainant  
          requests confidentiality.  However, in the rare  
          circumstances where DDS is unable to maintain  
          confidentiality due to its statutory responsibilities  
          (including ensuring the health and safety of consumers and  
          regional center contract compliance), the Department will  
          attempt to inform the complainant of its need to disclose  
          certain information prior to releasing identifying  
          information.  Additionally, the identity of the complainant  
          may be revealed to appropriate law enforcement agencies  
          conducting a criminal investigation."

          In the notice, DDS stated that it had posted on its website  




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          information regarding the whistleblower complaint process  
          and requested all regional centers to also post on their  
          Web sites, in addition to utilizing other communication  
          mechanism to provide notification to employees, board  
          members, consumers and their families, and the vendor  
          community of the complaint process and their right to make  
          reports of improper activity to DDS.

          Whistleblower statutes and protection against retaliation
          The California Whistleblower Protection Act (WPA)  
          establishes procedures and protections with respect to  
          confidential complaints made against state agencies by  
          state employees and other "persons" to the State Auditor  
          for possible investigation.  WPA specifically provides for  
          fines, imprisonment, and civil liability for specified  
          violations, such as retaliation or reprisal against a state  
          employee or applicant for making protected disclosures, as  
          defined, to the State Auditor.

          Regional centers, like other non-governmental employers,  
          are subject to the Labor Code prohibitions on retaliation  
          against employees for disclosures of violations of state or  
          federal statute, or a violation of or noncompliance with a  
          state or federal rule or regulation.  These provisions  
          include fines and criminal penalties for violations of the  
          provisions.  Additionally, Health and Safety Code provides  
          for whistleblower type protections relating to the  
          reporting of care, services, and conditions of a health  
          facility and applies certain civil and criminal penalties.

          AAARC June 10, 2009, hearing on regional centers
          The background briefing paper prepared by AAARC staff for  
          its June 10, 2009, informational hearing notes that the  
          regional center system "differs from other state services  
          because the point of service for consumers is a private,  
          non-profit organization, as opposed to a state or local  
          public agency."  As a result, AAARC staff notes, "many  
          transparency and accountability provisions in the law which  
          apply to public agencies, do not apply to [RCs]."  AAARC  
          staff state that "much of the information that [RCs]  are   
          required to provide to DDS or to make available to the  
          public, is available only upon request" and that AAARC  
          staff "has heard widespread allegations about the  
          burdensome process of requesting information from or about  
          [RCs], and the related fear of retribution."  According to  




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          AAARC staff, several regional centers were reputed to be  
          well-run; however, "other [RCs] were fraught with  
          allegations of conflict of interest, over billing, refusals  
          to provide information, and retaliation towards those who  
          raised concerns about the way their local [RC] operates."  
          AAARC staff state that "[t]here is currently no way to make  
          . . . reports or complaints to the [RC], DDS, the Attorney  
          General, or any other oversight agency in an anonymous  
          manner because Whistleblower protections are not  
          applicable."

          Allegations of wrongdoing
          In response to a request from committee staff for  
          additional information uncovered by AAARC staff in its  
          review of regional centers, which began in Feb/March 2009,  
          AAARC staff responded with the following:

               Examples of wrongdoing reported confidentially to the  
               Assembly Committee on Accountability and  
               Administrative Review include:

                    Regional center staff being reprimanded or  
                    threatened with dismissal for presenting options  
                    or choices to consumers and their families at IPP  
                    meetings instead of directing them to providers  
                    preferred by regional center management.   
                    Generally with this type of complaint, that  
                    preference is based on familial or social  
                    relationships as opposed to objective criteria  
                    such as assessments of provider quality;

                    Regional center staff being threatened with  
                    dismissal if they disobey an order to lie to  
                    consumers about the availability of services with  
                    a provider that has raised concerns about  
                    regional center operations;

                    Regional center staff being dismissed for raising  
                    questions about preferential treatment of vendors  
                    based on familial relationships with regional  
                    center management.

               These activities violate the right of consumers to  
               make informed decisions and to access the services  
               that may best meet their needs.  According to the  




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               Lanterman Act:
                
               "The right of individuals with developmental  
               disabilities to make choices in their own lives  
               requires that all public or private agencies receiving  
               state funds for the purpose of serving persons with  
               developmental disabilities, including, but not limited  
               to, regional centers, shall respect the choices made  
               by consumers or, where appropriate, their parents,  
               legal guardian, or conservator.  Those public or  
               private agencies shall provide consumers with  
               opportunities to exercise decision-making skills in  
               any aspect of day-to-day living and shall provide  
               consumers with relevant information in an  
               understandable form to aid the consumer in making his  
               or her choice."  (WIC 4502.1)
                
               "It is the intent of the Legislature to ensure that  
               the individual program plan and provision of services  
               and supports by the regional center system is centered  
               on the individual and the family of the individual  
               with developmental disabilities and takes into account  
               the needs and preferences of the individual and the  
               family, where appropriate, as well as promoting  
               community integration, independent, productive, and  
               normal lives, and stable and healthy environments.  It  
               is the further intent of the Legislature to ensure  
               that the provision of services to consumers and their  
               families be effective in meeting the goals stated in  
               the individual program plan, reflect the preferences  
               and choices of the consumer, and reflect the  
               cost-effective use of public resources."  (WIC  
               4646(a))
           
          AAARC staff also provided that since it began its review of  
          regional centers and since its June 2009 hearing, AAARC has  
          received an average of one complaint per week related to  
          regional center activities, the majority of which have  
          dealt with improper regional center activities, identified  
          above.  AAARC staff indicate that the majority of the calls  
          are from providers and family members of consumers, with  
          the next group represented being regional center employees;  
          and that providers, advocates, and family members of  
          consumers routinely reference instances of regional center  
          staff withholding reports of improper activities out of  




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          fear of retaliation.  (AAARC staff notes that it has  
          pursued other parallel efforts to improve transparency and  
          accountability in the regional center system, and has  
          received calls pertaining to those efforts as well.)

          AAARC staff state that the concerns raised by AAARC pertain  
          to "the ability of regional center staff to provide, and  
          the right of consumers and their families to receive, the  
          best service that they can without fear of retaliation."   
          AAARC staff state that "a consumer cannot know and  
          therefore cannot make use of the fair hearing process to  
          address instances where a case manager withholds  
          information at an IPP meeting out of fear of retaliation."

          Bureau of State Audits (BSA) audit of DDS regional centers
          BSA's audit of DDS and regional centers is expected to be  
          released on August 31, 2010. According to BSA, this audit  
          will provide independently developed and verified  
          information related to DDS and a sample of regional centers  
          and would include, but not be limited to, the following: an  
          examination of DDS's oversight responsibilities for its  
          regional centers; a review of a sample of paid invoices for  
          the past two fiscal years at each regional center  
          (selected) and a determination if the activities for  
          payment were reasonable and/or allowable under the law; a  
          review a sample of service provider contracts for the past  
          two fiscal years at each regional center (selected) and an  
          evaluation of the regional centers' policies and practices  
          for awarding contracts to service providers, including how  
          the regional centers determine that the service providers  
          can satisfy the needs of the consumers, whether past  
          performance by a service provider was considered, and the  
          potential for conflict of interest did not exist; a survey  
          of a sample of current and past service providers to obtain  
          information on whether the providers are reluctant to file  
          complaints for fear of retaliation or believe they  
          experienced retaliation from the regional centers and the  
          reason for their perceptions; a determination if the  
          regional centers' procedures for allowing public access to  
          information on operations complies with law.

           Arguments in support
           Some of the following support letters were submitted in  
          relation to the prior version of the bill, as amended on  
          June 22, 2010.




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          The California Disability Services Association (CDSA)  
          writes that the duties of regional centers make them  
          quasi-governmental in nature, in that they expend large  
          sums of money, enforce various laws and regulations, and  
          serve as a gateway to services for the population they are  
          charged with serving.  
           
           Modern Support Services, which provides supported and  
          independent living services to developmentally disabled  
          individuals, writes that, while the regional center system  
          provides much needed services to individuals and families,  
          "there are many situations and decisions made by Regional  
          Center staff that may possibly compromise the health and  
          well being of consumers, as well retaliatory acts towards  
          vendor agencies who do not see 'eye to eye' with a regional  
          center employee."   Modern Support Services states that,  
          "currently regional center employees are terrified to say  
          or report anything as they are afraid of being terminated  
          from employment." 

          ResCoalition and Service Employees International Union  
          write that "the [regional center] system has become fraught  
          with stories of favoritism, inflated contracts, and  
          blackballing."  
           
          One attorney writes on behalf of his client, a former  
          employee of a regional center for 14 years, who was  
          terminated.  The attorney states that his client had  
          contacted both DDS and the AG regarding improper billing by  
          regional centers, after which the regional center began  
          disciplinary proceedings against him and then terminated  
          his client for circulating his concerns to other staff, in  
          alleged violation of the regional center's e-mail policy.
           
           Arguments in opposition
          The Association of Regional Center Agencies (ARCA) writes  
          that existing law provides overlapping protection and  
          safeguards for regional center employees when making a  
          protected disclosure, and cites both Government Code  
          Section 12653 regarding false claims and Labor Code 1102.5  
          regarding the reporting of violations of state and federal  
          law and regulation.  ARCA also states that the bill places  
          greater responsibility of approving a personnel action on  
          the board of directors as the governing body of the  




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          regional center, at least 25 percent of whom are persons  
          with developmental disabilities, and at least 50 percent of  
          whom are persons with disabilities or their  
          parents/guardians.  ARCA believes that this greater  
          authority to terminate an employee, which traditionally  
          falls under the executive director, exposes individual  
          board members to criminal and civil liability. ARCA also  
          believes that the penalties afforded by the bill, as well  
          as the existing penalties of Labor Code create an overly  
          harsh punishment standard.

          ARCA also states that the provisions of the bill should  
          also protect the 100,000 people employed by 40,000  
          community-based regional center vendors, who provide the  
          services and are the true final recipients of state  
          purchase-of-service funds.

          Finally, ARCA raises procedural concerns in pointing out  
          that AB 1589 of 2009 was held under submission by the  
          Assembly Appropriations Committee due to its fiscal impact  
          during the state's fiscal crisis, and this measure has been  
          gutted and amended late in the session.

          Related/prior legislation
          AB 1589 (Committee on Accountability and Administrative  
          Review) of 2009 requires regional centers (RCs) to disclose  
          information on "related-persons transactions" and  
          establishes whistleblower protections for RC employees who  
          report improper RC activities.  Held under submission by  
          the Assembly Appropriations Committee.

          AB 1749 (Lowenthal and Strickland) of 2010 would extend to  
          judicial branch employees certain additional rights under  
          the Whistleblower Protection Act to complain about improper  
          governmental activities and protections against retaliation  
          for making those complaints and other protected  
          disclosures.  On Senate Floor, Special Consent Calendar.
                                         
                                  PRIOR VOTES
           
          Not relevant. This is a gut and amend.

                                     COMMENTS
           
          1.Recent amendments and bill's history.  As heard by this  




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            committee on June 30th, this bill, a gut and amend, was  
            substantially similar to another bill, AB 1589 (Committee  
            on Accountability and Administrative Review) of 2009,  
            which was held by the Assembly Appropriations Committee.   
            This committee held no vote on AB 435.  On August 3, the  
            author submitted substantial amendments, including an  
            urgency clause, reflected in the current version of the  
            bill.  This version eliminates many parallel provisions  
            to the California Whistleblower Protection Act (WPA),  
            pertaining to improper activity by state agencies, and  
            eliminates the requirement for DDS to investigate all  
            complaints made confidentially about improper regional  
            center activity, and associated provisions pertaining to  
            required notice of personnel actions.  The current  
            version retains the parallel penalty from the WPA (a  
            misdemeanor punishable by a fine not to exceed $10,000,  
            imprisonment in a county jail not to exceed one year, or  
            both) for acts of reprisal, retaliation, threats,  
            coercion, or similar acts against a regional center  
            employee for making a protected disclosure.  The current  
            version also retains many of the same civil liability  
            provisions of WPA.

          2.Contract provisions lack specificity and greater  
            oversight protections.  The August 3 version of the bill  
            requires DDS' contract with regional centers to include  
            steps the regional center will take to provide notice to  
            its staff, board members, consumers and their  
            representatives, and providers that confidential reports  
            of improper regional center activity, as defined, can be  
            made directly to DDS.  The bill does not provide any  
            direction to DDS regarding when confidentiality can be  
            compromised, if at all; what steps should be taken to  
            protect the regional center employee when confidentiality  
            is compromised, inadvertently or purposely; or what  
            improper actions should be subject to corrective action  
            and probationary status.

          3.Recent administrative action by DDS. In its July 28,  
            2010, notice to regional centers, DDS instructed regional  
            centers to post notices about the right to make  
            complaints directly to the department and articulated its  
            confidentiality policy.  It is unclear how the bill's  
            contract provisions differ from what DDS has already  
            instructed.  It is also unclear how these provisions  




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            ensure that DDS is providing greater oversight than what  
            it has been currently doing, which the Assembly Committee  
            on Accountability and Administrative Review has found  
            inadequate in its hearings and has been the foundation  
            for this legislation. 

          4.Are penalties appropriate?  The current version of the  
            bill retains the parallel penalty from the WPA (a  
            misdemeanor punishable by a fine not to exceed $10,000,  
            imprisonment in a county jail not to exceed one year, or  
            both) for acts of reprisal, retaliation, threats,  
            coercion, or similar acts against a regional center  
            employee for making a protected disclosure.  This version  
            also keeps intact many of the same civil liability  
            provisions of WPA.  Any person is subject to these  
            penalties.  The committee may wish to consider the  
            appropriateness of subjecting consumers who are persons  
            with developmental disabilities to these penalties.

          5.Allegations of wrongdoing.  While the AAARC staff report  
            that its committee received numerous reports of alleged  
            threats and acts of retaliation, it is unclear whether  
            all reports were separate incidents, or which reports  
            were ultimately substantiated.  It is also unclear which  
            complaints were reports of actual threats and  
            retaliations versus fears of retaliation (although both  
            are problematic).  Additionally, while these reports were  
            made since early 2009, it is unclear over what time  
            period such incidents occurred.  The AAARC staff have  
            indicated that it has referred some complaints to the  
            Bureau of State Audits.  The author may wish to clarify  
            which cases need further resolution. 

          6.Bureau of State Audits (BSA) audit is in progress.   
            Currently, BSA is undertaking an audit to, among other  
            things, examine DDS' oversight responsibilities for its  
            regional centers.  The audit will include a sample of  
            service provider contracts and evaluate regional center  
            policies and practices for awarding contracts;  
            additionally, the audit will include a survey to obtain  
            information on whether providers are reluctant to file  
            complaints for fear of retaliation.  This audit is  
            expected to be released in August 31, 2010.  The  
            committee may wish to weigh BSA's findings and  
            recommendations in this area. As such, this bill may be  




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            considered premature.

          7.Referrals to other committees.  Based on the civil  
            liability and criminal penalties, other policy committees  
            have requested to hear this urgency measure.  A motion to  
            move the bill out of this committee will take the bill  
            back to Rules committee for possible referral to other  
            policy committees.

          8.Several technical issues.  The bill requires technical  
            fixes, apart from the larger policy questions, including  
            changing references from the State Department of Health  
            Care Services to the State Department of Public Health,  
            language exempting decisions and actions that are the  
            subject of the fair hearing procedure, incorrect  
            references, spelling, and specifying regional center  
            employees, rather than generally "employees."

          9.Additional amendments. On Friday, August 6, the author  
            circulated additional amendments to various committee  
            staff related to penalty provisions. Some of these  
            amendments appear problematic.









                                    POSITIONS  

          
          Support:* Arc of Riverside County
                    California Disability Services Association
                    Modern Support Services
                    ResCoalition
                    Service Employees International Union -  
               California State Council
                    3 individuals
          
          *Some support letters were received in relation to the  
          prior version of the bill, as amended June 22, 2010.
          




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          (Comm. on Accountability and Administrative Review)



          Oppose:Association of Regional Center Agencies

                                   -- END --