BILL ANALYSIS                                                                                                                                                                                                    







                      SENATE COMMITTEE ON PUBLIC SAFETY
                             Senator Mark Leno, Chair                A
                             2009-2010 Regular Session               B

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          AB 1817 (Arambula)                                         7
          As Amended April 26, 2010 
          Hearing date:  June 22, 2010
          Penal Code
          SM:mc

                           CORRECTIONS: INMATE HEALTH CARE:

                             UTILIZATION MANAGEMENT PROGRAM

                                           
                                       HISTORY

          Source:  California Prison Healthcare Services (Federal Prison  
          Health Care Receiver)

          Prior Legislation: SBx4 13 (Ducheny) - Chap. 22, Stats. of 2009

          Support: Unknown

          Opposition:Taxpayers for Improving Public Safety 

          Assembly Floor Vote:  Ayes  70 - Noes  0



                                      KEY ISSUES
           
          SHOULD THE CALIFORNIA DEPARTMENT OF CORRECTIONS AND  
          REHABILITATION ("CDCR") BE REQUIRED TO MAINTAIN A STATEWIDE  
          UTILIZATION MANAGEMENT PROGRAM WITH RESPECT TO INMATE HEALTH  
          CARE, AS SPECIFIED? 





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          SHOULD CDCR BE REQUIRED TO DEVELOP AND IMPLEMENT POLICIES AND  
          PROCEDURES TO ENSURE THAT ALL PRISONS EMPLOY THAT PROGRAM AND  
          REQUIRE THAT A COPY OF THESE POLICIES AND PROCEDURES BE PROVIDED TO  
          SPECIFIED LEGISLATIVE COMMITTEES BY JULY 1, 2011? 

          SHOULD CDCR BE REQUIRED TO ESTABLISH ANNUAL QUANTITATIVE UTILIZATION  
          MANAGEMENT PERFORMANCE OBJECTIVES, AS SPECIFIED, AND, ON JULY 1,  
          2011, REPORT THE OBJECTIVES IT INTENDS TO ACCOMPLISH IN EACH ADULT  
          PRISON DURING THE NEXT 12 MONTHS TO SPECIFIED LEGISLATIVE  
          COMMITTEES?

          SHOULD CDCR BE REQUIRED TO REPORT ON MARCH 1, 2012, AND EACH MARCH 1  
          THEREAFTER, TO SPECIFIED LEGISLATIVE COMMITTEES, SPECIFIED  
          PERFORMANCE OBJECTIVES ACHIEVED NOT ACHIEVED AND REASONS FOR EACH AS  
          WELL AS COSTS FOR INMATE HEALTH CARE FOR THE PREVIOUS FISCAL YEAR  
          BOTH STATEWIDE AND IN EACH PRISON AND A COMPARISON OF COSTS FROM THE  
          YEAR PRIOR TO THAT? 



                                       PURPOSE

          The purpose of this bill is to (1) make specified findings and  
          declarations; (2) require the Department of Corrections and  
          Rehabilitation (CDCR) to maintain a statewide utilization  
          management program with respect to inmate health care, as  
          specified; (3) require CDCR to develop and implement policies  
          and procedures to ensure that all prisons employ that program  
          and require that a copy of these policies and procedures be  
          provided to specified legislative committees by July 1, 2011;  
          (4) require CDCR to establish annual quantitative utilization  
          management performance objectives, as specified, and, on July 1,  
          2011, report the objectives it intends to accomplish in each  
          adult prison during the next 12 months to specified legislative  
          committees; and (5) require CDCR to report on March 1, 2012, and  
          each March 1 thereafter, to specified legislative committees,  




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          specified performance objectives achieved or not achieved and  
          reasons for each, as well as costs for inmate health care for  
          the previous fiscal year both statewide and in each prison and a  
          comparison of costs from the year prior to that. 

           Existing law  requires the California Department of Corrections  
          and Rehabilitation (CDCR) to consult with the California Medical  
          Assistance Commission to assist the department in planning and  
          negotiating contracts for the purchase of health care services.   
          The commission shall advise the department, and may negotiate  
          directly with providers on behalf of the department, as mutually  
          agreed upon by the commission and the department.  (Penal Code   
          5023.)



           Existing law  provides:

                 CDCR may contract with providers of health care services  
               and health care network providers, including, but not  
               limited to, health plans, preferred provider organizations,  
               and other health care network managers.  Hospitals that do  
               not contract with the department for emergency health care  
               services shall provide these services to the department, as  
               specified.  The department may only reimburse a noncontract  
               provider of hospital or physician services at a rate equal  
               to or less than the amount payable under the Medicare Fee  
               Schedule, regardless of whether the hospital is located  
               within or outside of California.
                 An entity that provides ambulance or any other emergency  
               or nonemergency response service to the department, and  
               that does not contract with the department for that  
               service, shall be reimbursed for the service at the rate  
               payable under the Medicare Fee Schedule, regardless of  
               whether the provider is located within or outside of  
               California.
                 The maximum rates set forth in this section shall not  
               apply to contracts entered into through the department's  
               designated health care network provider, if any.  The rates  
               for those contracts shall be negotiated at the lowest rate  




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               possible under the circumstances.
                 The department and its designated health care network  
               provider may enter into exclusive or nonexclusive contracts  
               on a bid or negotiated basis for hospital, physician, and  
               ambulance services contracts.
                 During the existence of the receivership established in  
               United States District Court for the Northern District of  
               California, Case No. C01-1351 TEH, Plata v. Schwarzenegger,  
               references in this section to the "secretary" shall mean  
               the receiver appointed in that action.  (Penal Code   
               5023.5.)

           This bill  requires that, in order to promote the best possible  
          patient outcomes, eliminate unnecessary medical and pharmacy  
          costs, and ensure consistency in the delivery of health care  
          services, the department shall maintain a statewide utilization  
          management program that shall include, but not be limited to,  
          all of the following:

                 Objective, evidence-based medical necessity criteria and  
               utilization guidelines.
                 The review, approval, and oversight of referrals to  
               specialty medical services.
                 The management and oversight of community hospital bed  
               usage and supervision of health care bed availability.
                 Case management processes for high medical risk and high  
               medical cost patients.
                 A preferred provider organization (PPO) and related  
               contract initiatives that improve the coverage, resource  
               allocation, and quality of contract medical providers and  
               facilities.

           This bill  requires CDCR to develop and implement policies and  
          procedures to ensure that all adult prisons employ the same  
          statewide utilization management program described above that  
          supports the department's goals for cost-effective auditable  
          patient outcomes, access to care, an effective and accessible  
          specialty network, and prompt access to hospital and infirmary  
          resources.  The department shall provide a copy of these  
          policies and procedures, by July 1, 2011, to the Joint  




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          Legislative Budget Committee, the Senate Committee on  
          Appropriations, the Senate Committee on Budget and Fiscal Review  
          , the Senate Committee on Health, the Senate Committee on Public  
          Safety, the Assembly Committee on Appropriations, the Assembly  
          Committee on Budget, the Assembly Committee on Health, and the  
          Assembly Committee on Public Safety.

           This bill  requires CDCR to establish annual quantitative  
          utilization management performance objectives to promote greater  
          consistency in the delivery of contract health care services,  
          enhance health care quality outcomes, and reduce unnecessary  
          referrals to contract medical services.  On July 1, 2011, the  
          department shall report the specific quantitative utilization  
          management performance objectives it intends to accomplish  
          statewide in each adult prison during the next 12 months to the  
          Joint Legislative Budget Committee, the Senate Committee on  
          Appropriations, the Senate Committee on Budget and Fiscal  
          Review, the Senate Committee on Health, the Senate Committee on  
          Public Safety, the Assembly Committee on Appropriations, the  
          Assembly Committee on Budget, the Assembly Committee on Health,  
          and the Assembly Committee on Public Safety.  The requirement  
          for submitting a report imposed under this subdivision is  
          inoperative on January 1, 2015, pursuant to Section 10231.5 of  
          the Government Code.

           This bill  requires that on March 1, 2012, and each March 1  
          thereafter, the department shall report all of the following to  
          the Joint Legislative Budget Committee, the Senate Committee on  
          Appropriations, the Senate Committee on Budget and Fiscal  
          Review, the Senate Committee on Health, the Senate Committee on  
          Public Safety, the Assembly Committee on Appropriations, the  
          Assembly Committee on Budget, the Assembly Committee on Health,  
          and the Assembly Committee on Public Safety:

                 The extent to which the department achieved the  
               statewide quantitative utilization management performance  
               objectives set forth in the report issued the previous  
               March as well as the most significant reasons for achieving  
               or not achieving those performance objectives.
                 A list of adult prisons that achieved and a list of  




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               adult prisons that did not achieve its quantitative  
               utilization management performance objectives and the  
               significant reasons for the success or failure in achieving  
               those performance objectives at each adult state prison.
                 The specific quantitative utilization management  
               performance objectives the department and each adult state  
               prison intends to accomplish in the next 12 months.
                 A description of planned and implemented initiatives  
               necessary to accomplish the next 12 months' quantitative  
               utilization management performance objectives statewide and  
               for each adult state prison. The department shall describe  
               initiatives that were considered and rejected and the  
               reasons for their rejection.
                 The costs for inmate health care for the previous fiscal  
               year, both statewide and at each adult state prison, and a  
               comparison of costs from the fiscal year prior to the  
               fiscal year being reported both statewide and at each adult  
               state prison.

           This bill  states that it is the intent of the Legislature that  
          any activities the department undertakes to implement the  
          provisions of this section shall result in no year over year net  
          increase in state costs.

           This bill  provides that the following definitions shall apply to  
          this section:

                 "Contract medical costs" mean costs associated with an  
               approved contractual agreement for the purposes of  
               providing direct and indirect specialty medical care  
               services.
                 "Specialty care" means medical services not delivered by  
               primary care providers.
                 "Utilization management program" means a strategy  
               designed to ensure that health care expenditures are  
               restricted to those that are needed and appropriate by  
               reviewing patient-inmate medical records through the  
               application of defined criteria or expert opinion, or both.  
                Utilization management assesses the efficiency of the  
               health care process and the appropriateness of decision  




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               making in relation to the site of care, its frequency, and  
               its duration through prospective, concurrent, and  
               retrospective utilization reviews.
                 "Community hospital" means an institution located within  
               a city, county, or city and county which is licensed under  
               all applicable state and local laws and regulations to  
               provide diagnostic and therapeutic services for the medical  
               diagnosis, treatment, and care of injured, disabled, or  
               sick persons in need of acute inpatient medical,  
               psychiatric, or psychological care.


                    RECEIVERSHIP/OVERCROWDING CRISIS AGGRAVATION
          
          The severe prison overcrowding problem California has  
          experienced for the last several years has not been solved.  In  
          December of 2006 plaintiffs in two federal lawsuits against the  
          Department of Corrections and Rehabilitation sought a  
          court-ordered limit on the prison population pursuant to the  
          federal Prison Litigation Reform Act.  On January 12, 2010, a  
          federal three-judge panel issued an order requiring the state to  
          reduce its inmate population to 137.5 percent of design capacity  
          -- a reduction of roughly 40,000 inmates -- within two years.   
          In a prior, related 184-page Opinion and Order dated August 4,  
          2009, that court stated in part:

               "California's correctional system is in a tailspin,"  
               the state's independent oversight agency has reported.  
               . . .  (Jan. 2007 Little Hoover Commission Report,  
               "Solving California's Corrections Crisis: Time Is  
               Running Out").  Tough-on-crime politics have increased  
               the population of California's prisons dramatically  
               while making necessary reforms impossible. . . .  As a  
               result, the state's prisons have become places "of  
               extreme peril to the safety of persons" they house, .  
               . .  (Governor Schwarzenegger's Oct. 4, 2006 Prison  
               Overcrowding State of Emergency Declaration), while  
               contributing little to the safety of California's  
               residents, . . . .   California "spends more on  
               corrections than most countries in the world," but the  




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               state "reaps fewer public safety benefits." . . .  .   
               Although California's existing prison system serves  
               neither the public nor the inmates well, the state has  
               for years been unable or unwilling to implement the  
               reforms necessary to reverse its continuing  
               deterioration.  (Some citations omitted.)

               . . .

               The massive 750% increase in the California prison  
               population since the mid-1970s is the result of  
               political decisions made over three decades, including  
               the shift to inflexible determinate sentencing and the  
               passage of harsh mandatory minimum and three-strikes  
               laws, as well as the state's counterproductive parole  
               system.  Unfortunately, as California's prison  
               population has grown, California's political  
               decision-makers have failed to provide the resources  
               and facilities required to meet the additional need  
               for space and for other necessities of prison  
               existence.  Likewise, although state-appointed experts  
               have repeatedly provided numerous methods by which the  
               state could safely reduce its prison population, their  
               recommendations have been ignored, underfunded, or  
               postponed indefinitely.  The convergence of  
               tough-on-crime policies and an unwillingness to expend  
               the necessary funds to support the population growth  
               has brought California's prisons to the breaking  
               point.  The state of emergency declared by Governor  
               Schwarzenegger almost three years ago continues to  
               this day, California's prisons remain severely  
               overcrowded, and inmates in the California prison  
               system continue to languish without constitutionally  











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               adequate medical and mental health care.<1>

          The court stayed implementation of its January 12, 2010, ruling  
          pending the state's appeal of the decision to the U.S. Supreme  
          Court.  On Monday, June 14, 2010, the U.S. Supreme Court agreed  
          to hear the state's appeal in this case.   

           This bill  does not appear to aggravate the prison overcrowding  
          crisis described above.


                                      COMMENTS
          1.  Need for This Bill  

          According to the author:

               AB 1817 codifies the healthcare utilization management  
               program currently being used by the Prison  
               Receivership.  This healthcare delivery process uses  
               standardized, nationally tested, and updated criteria  
               to control when inmates are referred to expensive  
               outside specialists, as well as control the  
               utilization of expensive community hospital beds.

               This bill is a key measure to move the state prison  
               system out of federal court receivership.  By  
               codifying this decision-making process, the Department  
               of Corrections and Rehabilitation will use a system  
               that meets the court's standards when control of the  
               state's prisons is returned to CDCR.  The bill is part  
               of the budget plan to reduce prison costs by $800  
               million, including ongoing annual savings of  
               approximately $100 million.
               ----------------------
          <1>  Three Judge Court Opinion and Order, Coleman v.  
          Schwarzenegger, Plata v. Schwarzenegger, in the United States  
          District Courts for the Eastern District of California and the  
          Northern District of California United States District Court  
          composed of three judges pursuant to Section 2284, Title 28  
          United States Code (August 4, 2009).




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          2.  The Federal Prison Health Care Receivership  

          The inadequate provision of medical services to inmates at CDCR  
          prompted several class action lawsuits and court-ordered reforms  
          over the last several years.  After "numerous experts testified  
          as to the 'incompetence and indifference' of prison physicians  
          and medical staff and described an 'abysmal' medical delivery  
          system where 'medical care too often sinks below gross  
          negligence to out-right cruelty'. . .[i]n February 2006, the  
          district court issued an order appointing a Receiver and  
          conferring upon the Receiver all of the powers of the Secretary  
          of the CDCR with respect to the delivery of medical care, while  
          concurrently suspending the Secretary's exercise of the same."   
          (Plata v. Schwarzenegger, 2010, U.S. App. LEXIS 8969, 5-6 (9th  
          Cir. Cal. Apr. 30, 2010).)  The California Prison Health Care  
          Services (CPHCS) is a non-profit organization created to house  
          the activities of the federal Receiver and works at the  
          direction of federal Health Care Receiver, J. Clark Kelso.  

          3.  Utilization Management - Background  

          According to the Health Care Receiver, utilization management is  
          a program to ensure the appropriate use of limited health care  
          resources.  AB 1817 will require that the California Department  
          of Corrections and Rehabilitation (CDCR) maintain a statewide  
          utilization management program to ensure prison health care  
          resources are used in the most cost-effective and efficient  
          manner possible and only when medically necessary. 

          The Receiver states that CDCR originally tried to implement a  
          statewide utilization management (UM) program in April 1996,  
          but this program was less than effective.  The lack of  
          standardized UM operations, inconsistent oversight of referral  
          processes, and ineffective control systems resulted in  
          unnecessary referrals, inappropriate hospital admissions,  
          lengthy hospital stays, and bottlenecked institutional  
          resources.  This contributed to the "access to care" issues  
          addressed by the Plata class action lawsuit which culminated  
          in the appointment of the federal Receiver in 2006.  In order  




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          to meet the lawsuit's legal mandates, the CDCR implemented a  
          rapid expansion of health care services.  This resulted in an  
          increase in medical costs.  To address the escalating costs  
          and volume of services the Receiver reconfigured the UM  
          program in 2008.  Current measures indicate that the  
          restructured UM program has begun to decrease the cost and  
          volume of contract medical services. 

         4.UM Program  



































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          According to the CPHCS, the UM program, which began in July  
          2008, is designed to utilize a criteria based decision-making  
          process to determine the most appropriate treatment.  Under the  
          program, high cost patients who have high acuity needs are  
          assigned to a case management nursing consultant, which  
          maximizes the efficiency and coordination of their continuity of  
          care.  This improved case management has been shown to mitigate  
          costs by reducing lapses in care.  The Receiver states that a  
          small percentage of high acuity patients generate a large  
          portion of potentially avoidable medical costs (according to  
          claims information from fiscal year 2008-09, 588 patients  
          generated over $139 million in medical costs).

          In 2010, CPHCS issued its Tri-Annual Report, which stated that  
          they expect to establish a centralized UM system by October  
          2010.  In order to maximize the UM department, CPHCS implemented  
                                          InterQual specialty referral guidelines in September 2008,  
          initiated regular infirmary health care bed management meetings  
          in June 2009, and focused the rest of 2009 on statewide  
          implementation of infirmary management meetings.  InterQual is a  
          licensed software product that assists in the clinical  
          adjudication of specialty referrals.  As of September 2009,  
          CPHCS has redirected 12 positions from other parts of the  
          organization to implement the UM program, including a chief  
          medical officer, nursing director, and four regional physician  
          advisors based at the headquarters.  Six other regional field  
          staff, whose objective is to monitor specialty referral  
          practices, are field based.  CPHCS expects to launch a revamped  
          case management system and open a new headquarters for the UM  
          Committee this year.  

          5.  Preferred Provider Organization (PPO)  

          CPHCS states that it is in the final process of evaluating bids  
          to contract with a PPO for a health care specialty and hospital  
          network to provide non-primary care services (the request for  
          proposal does not include mental health or dental services).   
          While CDCR does have a functioning contracts unit, it lacks the  
          capacity to maintain a full specialty network, monitor hospital  




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          and provider offices for safety and cleanliness, monitor the  
          network for access and availability, and provide network  
          upgrades.  As a result, CPHCS believes that it would be more  
          efficient to contract with a PPO instead.  CPHCS believes that  
          the PPO program will provide them with improved oversight and  
          flexibility by allowing them to intervene with the network  
          faster, change providers who are not meeting particular quality  
          standards, and to leverage the patient population to drive down  
          the cost of care.

          6.  Growth in Prison Health Care Costs   

          Since the beginning of the Plata case, prison health care costs  
          have increased substantially.  While the state spent roughly  
          $800 million on health care costs in 2001, the administration  
          estimates that the state will spend $2.2 billion on inmate  
          health care costs this year.  According to a recent CDCR report,  
          increased inmate health care costs are a result of implementing  
          the provisions of three class action lawsuits and the major  
          costs increases come from increased medical staffing levels,  
          salary increases, pharmaceutical and medical supplies, and  
          increased custody staff for medical guarding, access, and  
          transportation.  The Plata case resulted in increased costs of  
          about $810 million, Coleman v. Schwarzenegger (E.D. Cal. Jul.  
          23, 2007) No. S90-0520 LKK JFM P (related to mental health), and  
          Perez v. Tilton (N.D.Cal. Nov. 13, 2007) No. C 05-05241 JSW  
          (related to dental health), resulted in an additional $423  
          million in annual costs.  In an effort to reduce and stabilize  
          contract medical costs, which have a year to year expenditure  
          growth rate average of 28% from 2003-04 to 2008-09, CPHCS  
          reports that it is implementing several cost containment  
          measures.  CPHCS hopes to achieve a zero growth rate for 2009-10  
          by implementing a third party administrator to improve claims  
          processing, a PPO, and fully implementing the UM program.   

          SHOULD THIS PROGRAM BE REQUIRED?


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