BILL ANALYSIS                                                                                                                                                                                                    



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          CONCURRENCE IN SENATE AMENDMENTS
          AB 1433 (Eng and Beall)
          As Amended  June 30, 2010
          Majority vote
           
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          |ASSEMBLY:  |68-0 |(January 27,    |SENATE: |35-0 |(August 12,    |
          |           |     |2010)           |        |     |2010)          |
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           Original Committee Reference:    HUM. S.  

           SUMMARY  :  Defines "residential temporary relocation" in the  
          context of continuing care contracts of residents who live in  
          continuing care retirement communities (CCRCs), and establishes  
          related rights, requirements, and procedures.  

           The Senate amendments  :

          1)Require all providers to include in resident contracts the  
            procedures to be followed to ensure that residential temporary  
            relocations provide comparable levels of care, services, and  
            living accommodations as described in the resident's contract.

          2)Require a provider to notify the resident of the impending  
            relocation at least 60 days in advance of the relocation, and  
            require a provider to meet with the resident and, at the  
            resident's request, family members or other individuals at  
            least 30 days in advance of the transfer to discuss all  
            aspects of the transfer, including but not limited to, the  
            rights, requirements, and procedures required by this bill.   
            Require notice of this meeting to be provided in writing and  
            at least seven days in advance of the meeting and to include  
            the date of the transfer; the available replacement unit or  
            units and monthly fees; the time when the resident will be  
            able to inspect the replacement unit or units; and the  
            estimated date when the resident will be able to return to his  
            or her unit or may move to a substitute permanent unit.

          3)Require a provider to provide a unit in a facility, agreed to  
            by the resident, that most closely provides the services,  
            size, features, and amenities provided in the unit being  
            vacated, if accommodations are not available at a CCRC  
            operated by the provider within a 30-mile radius.









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          4)Require the provider to arrange and pay for all moving costs  
            to the new facility and moving costs to the reconstructed  
            facility, if the resident returns, as well as storage costs.

          5)Provide that the resident shall only be required to pay to the  
            provider the monthly fee required in the resident's contract,  
            or the monthly fee in the new facility, whichever is less.   
            Require the provider to make payment to the facility at which  
            the resident is relocated.

          6)Require the provider to make available the services of a  
            licensed medical or geriatric professional to advise the  
            resident, the resident's representative, and the provider  
            regarding the relocation of the resident, upon request by the  
            resident or the resident's representative.  Allow a provider  
            to place a reasonable limit on the cost of the services of the  
            medical or geriatric professional.

          7)Require the provider to identify unique service and care  
            needs, if applicable, for a resident directly affected by the  
            residential temporary relocation.  Require the unique services  
            and care needs identified to be in writing and become a part  
            of the resident's plan of care.

          8)Require the provider to set forth specific procedures for the  
            resident to follow regarding relocation to the unit originally  
            vacated, the selection of a new unit, and timeframes for  
            making choices.  Require specified procedures for returning  
            the relocated resident when residential units are ready for  
            occupancy, including compliance with notice requirements, and  
            selection and characteristics of units.

          9)Provide that if the residential temporary relocation of a  
            resident of a continuing care retirement community will exceed  
            18 months, the resident shall have all options that are  
            available in the case of permanent closure, unless there is a  
            written agreement between the affected resident and the  
            provider that the provider may extend the period of  
            residential temporary closure for up to six months.

           EXISTING LAW  :

          1)Provides for the regulation by the Department of Social  
            Services of activities relating to continuing care contracts  
            that govern care provided to elderly residents in CCRCs for  








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            the duration of the resident's life or a term in excess of one  
            year.

          2)Defines "permanent closure" of a CCRC as the voluntary or  
            involuntary termination or forfeiture of a provider's  
            certificate of authority or license or other action that  
            results in the permanent relocation of residents, except in  
            the case of a natural disaster or other event out of the  
            provider's control.

          3)Provides for notice to residents of a "permanent closure" of a  
            CCRC and regulates the permanent closure of CCRCs.

           AS PASSED BY THE ASSEMBLY  , this bill defined residential  
          temporary relocation of CCRC residents and required continuing  
          care contracts to state the right of CCRC residents to terminate  
          the contract after 18 months of a temporary relocation.  
           
           FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee, pursuant to Senate Rule 28.8, negligible state costs.


           COMMENTS  :  A CCRC is a community where services promised in a  
          continuing care contract are provided.  CCRCs can be  
          apartment-type dwellings, high-rise buildings, a subdivision  
          setting, or any other housing design.  Most CCRCs have three  
          levels of care:  1) indpendent living; 2) assisted living; and,  
          3) skilled nursing care.  As a resident's needs increase, he or  
          she moves to a higher level of care within the facility.



          A prior bill, AB 407 (Beall and Eng), Chapter 442, Statutes of  
          2009, established requirements for the permanent closure of a  
          CCRC.  Prior to AB 407, while the law regulated the  
          establishment and operation of CCRCs, there were minimal  
          regulations governing what happens when a facility must close.



          This bill establishes guidelines for continuing care contracts  
          and for protecting CCRC residents' rights during a remodel,  
          renovation, or rebuilding of a CCRC or part of a CCRC that will  
          temporarily displace residents.  As passed by the Assembly, this  
          bill required that continuing care contracts provide that a  








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          resident has the right to terminate his or her contract if a  
          residential temporary relocation exceeds 18 months, and further  
          provided that the contract provide for the refund of monthly and  
          entrance fees if the contract is terminated.  The Senate  
          amendments provide additional detail on the rights,  
          requirements, and procedures associated with residential  
          temporary relocations of CCRC residents and are consistent with  
          the Assembly-approved provisions of this bill.


           
          Analysis Prepared by  :    Eric Gelber / HUM. S. / (916) 319-2089 



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