BILL ANALYSIS                                                                                                                                                                                                    



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          Date of Hearing:   June 30, 2009

                   ASSEMBLY COMMITTEE ON BUSINESS AND PROFESSIONS
                                 Mary Hayashi, Chair
                   SB 744 (Strickland) - As Amended:  May 21, 2009

           SENATE VOTE  :   39-0
           
          SUBJECT  :   Clinical laboratories.

           SUMMARY  :   Revises licensing and certification requirements for  
          clinical laboratories by recognizing accreditation of clinical  
          laboratories by private, nonprofit organizations (PNOs), as  
          specified, revises license fees according to the number of tests  
          performed, and makes other administrative changes.   
          Specifically,  this bill  :   

          1)Requires the State Department of Health Services (Department)  
            to issue a certificate of deemed status to laboratories  
            accredited by PNOs that they deem meet state licensure or  
            registration requirements, provided that the following  
            conditions are met:

             a)   The PNO meets all of the following requirements:

               i)     Is approved by the federal Center for Medicare and  
                 Medicaid Services as an accreditation body under the  
                 federal Clinical Laboratory Improvement Amendments of  
                 1988 (CLIA) and provides the Department with the  
                 following information: 

                  (1)       A detailed comparison of the individual  
                    accreditation or approval requirements, with the  
                    comparable condition-level requirements; 

                  (2)       A detailed description of its inspection  
                    process, including all of the following:

                    (a)         Frequency of inspections;

                    (b)         Copies of inspection forms;

                    (c)         Instructions and guidelines;

                    (d)         A description of the review and  








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                      decisionmaking process of inspections;

                    (e)         A statement concerning whether inspections  
                      are announced or unannounced; and,

                    (f)         A description of the steps taken to  
                      monitor the correction of deficiencies.

                  (3)       A description of the process for monitoring  
                    proficiency testing performance, including action to  
                    be taken in response to unsuccessful participation;

                  (4)       A list of all of its current California  
                    licensed or registered laboratories and the expiration  
                    date of their accreditation, licensure, or  
                    registration, as applicable; and,

                  (5)        Procedures for making proficiency testing  
                    information available, including explanatory  
                    information required to interpret proficiency testing  
                    results, on a reasonable basis, upon request of any  
                    person.

               ii)    Is approved by the Department as having  
                 accreditation standards that are equal to, or more  
                 stringent than, state requirements for licensure and  
                 registration;

               iii)   Conducts inspections of clinical laboratories in a  
                 manner that will determine compliance with federal  
                 standards and California laws to the extent that  
                 California laws provide greater protection to residents,  
                 or are more stringent than federal standards, as  
                 determined by the Department. Permits the Department to,  
                 without taking regulatory action, implement or interpret  
                 this section by means of an All Clinical Laboratories  
                 Letter (ACLL), as specified.

               iv)    Agrees to permit the Department or its agents or  
                 contractors to conduct random inspections of clinical  
                 laboratories accredited by it in order to validate  
                 compliance with California law.

             b)   The laboratory meets all of the following requirements:









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               i)     Meets the accreditation standards of the PNO;

               ii)    Agrees to permit the PNO to provide any records or  
                 other information to the Department, its agents, or  
                 contractors, as the Department may require;

               iii)   Pays fees, as specified;

               iv)     Authorizes its proficiency testing organization to  
                 furnish to the PNO the results of the laboratory's  
                 participation in an approved proficiency testing program  
                 for the purpose of monitoring the laboratory's  
                 proficiency testing, along with explanatory information  
                 needed to interpret the proficiency testing results, upon  
                 request of the Department;

               v)     Authorizes the PNO to release to the Department the  
                 laboratory's proficiency test results that constitute  
                 unsuccessful participation in an approved proficiency  
                 testing program, as defined, when the laboratory has  
                 failed to achieve successful participation in an approved  
                 proficiency testing program.

               vi)    Authorizes the PNO to release to the Department a  
                 notification of every violation of condition-level  
                 requirements, including the actions taken by the  
                 organization as a result of the violation, within 30 days  
                 of the initiation of the action. 

               vii)   Authorizes the PNO to give notice to the Department  
                 of any withdrawal of the laboratory's accreditation.

          2)If the PNO has withdrawn or revoked its accreditation of a  
            laboratory, the laboratory shall retain its certificate of  
            accreditation for 45 days after it receives notice of the  
            withdrawal or revocation of the accreditation, or the  
            effective date of any action taken by the Department,  
            whichever is earlier.

          3)Requires a certificate of deemed status issued to be renewed  
            annually provided that the conditions for issuance are still  
            met.  Each application for a certificate of deemed status and  
            each request for renewal of that certificate shall be  
            accompanied by fees, as specified.  









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          4)Requires the total of the certificate application and renewal  
            fees collected by the Department to be sufficient to cover the  
            cost of issuing the certificate.  If the Department determines  
            that those certificate fees do not fully support the costs of  
            these activities, it shall report that determination to the  
            Legislature.

          5)Specifies that this bill should not be construed to prohibit  
            the exercise of the Department's authority to conduct  
            complaint investigations, sample validation inspections, or  
            require submission of proficiency testing results to the  
            Department to ensure compliance of any clinical laboratory  
            with state standards.

          6)Requires the Department to charge fees for the application and  
            renewal of the certificate of no more than one hundred dollars  
            ($100) for a two-year period. 

          7)Requires a clinical laboratory applying for a license to  
            perform tests or examinations classified as of moderate or of  
            high complexity under CLIA and a clinical laboratory applying  
            for certification to pay an  application fee for that license  
            or certification based on the number of tests it performs or  
            expects to perform in a year, as follows: 

             a)   Fewer than 2,001 tests: $270;

             b)   Between 2,001 and 10,000, inclusive, tests: $820;

             c)   Between 10,001 and 25,000, inclusive, tests: $1,315;

             d)   Between 25,001 and 50,000, inclusive, tests: $1,580;

             e)   Between 50,001 and 75,000, inclusive, tests: $1,960;

             f)   Between 75,001 and 100,000, inclusive, tests: $2,340;

             g)    Between 100,001 and 500,000, inclusive, tests: $2,740;

             h)   Between 500,001 and 1,000,000, inclusive, tests: $4,910;  
               and,

             i)   More than 1,000,000 tests: $5,260, plus $350 for every  
               500,000 tests over 1,000,000, up to a maximum of 15,000,000  
               tests.








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          8)Requires a clinical laboratory performing tests or  
            examinations classified as of moderate or of high complexity  
            under CLIA and a clinical laboratory with a certificate as  
            described above to pay an annual renewal fee based on the  
            number of tests it performed in the preceding calendar year,  
            as follows: 

             a)   Fewer than 2,001 tests: $170;

             b)   Between 2,001 and 10,000, inclusive, tests: $720;

             c)   Between 10,001 and 25,000, inclusive, tests: $1,115;

             d)   Between 25,001 and 50,000, inclusive, tests: $1,380;

             e)   Between 50,001 and 75,000, inclusive, tests: $1,760;

             f)   Between 75,001 and 100,000, inclusive, tests: $2,040;

             g)   Between 100,001 and 500,000, inclusive, tests: $2,440;

             h)   Between 500,001 and 1,000,000, inclusive, tests: $4,610;  
               and,

             i)   More than 1,000,000 tests per year: $4,960, plus $350  
               for every 500,000 tests over 1,000,000, up to a maximum of  
               15,000,000 tests.

          9) States that the personnel licensing delinquency fee is equal  
            to the annual renewal fee.

          10)Requires a clinical laboratory subject to registration, as  
            specified, and performing only those clinical laboratory tests  
            or examinations considered waived under CLIA to pay an annual  
            fee of one hundred dollars ($100).  

          11)Requires a clinical laboratory subject to registration, as  
            specified, and performing only provider-performed microscopy,  
            as defined under CLIA, to pay an annual fee of one hundred  
            fifty dollars ($150).  

          12)Requires a clinical laboratory performing both waived and  
            provider-performed microscopy to pay an annual registration  
            fee of one hundred fifty dollars ($150). 








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          13)Requires the costs of the Department to conduct any  
            reinspections to ensure compliance of a laboratory applying  
            for initial licensure to be paid by the laboratory. This  
            additional cost for each visit shall be equal to the initial  
            application fee and shall be paid by the laboratory prior to  
            issuance of a license.  The Department shall not charge a  
            reinspection fee if the reinspection is due to error or  
            omission on the part of the Department.

          14)Requires a fee of $25 to be assessed for approval of each  
            additional authorized location.

          15)Requires the Department, by July 1, 2013, to report during  
            the annual legislative budget hearing process the extent to  
            which the state oversight program meets or exceeds federal  
            oversight standards and the extent to which the federal  
            Department of Health and Human Services is accepting exemption  
            applications and the potential cost to the state for an  
            exemption.

          16)Prohibits the total fees collected under this chapter from  
            exceeding the costs incurred by the Department for licensing,  
            certification, inspection, or other activities relating to the  
            regulation of clinical laboratories and their personnel.

          17)Requires the annual renewal fee for a clinical laboratory  
            license or registration to be paid during the 30-day period  
            before the expiration date of the license or registration. 

          18)Requires that if the license or registration is not renewed  
            before the expiration date, the licensee or registrant, as a  
            condition precedent to renewal, must pay a delinquency fee  
            equal to 25% of the annual renewal fee for up to 60 days after  
            the expiration date, in addition to the annual renewal fee in  
            effect on the last preceding regular renewal date.  Failure to  
            pay the annual renewal fee in advance during the time the  
            license or registration remains in force shall result in the  
            forfeiture of the license or registration after a period of 60  
            days from the expiration date of the license or registration.

          19)Requires all fees and interest to be deposited and maintained  
            in the Clinical Laboratory Improvement Fund (CLIF) and to be  
            used for the purpose of administering the regulation of  
            clinical laboratories only, as specified.








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          20)Adds an urgency statute, stating that in order to protect the  
            public health by providing strong clinical laboratory  
            oversight as soon as possible, it is necessary that this bill  
            take effect immediately.

          21)Makes Legislative findings and declarations.

           EXISTING FEDERAL LAW  , CLIA, regulates laboratories when  
          performing testing on human specimens and includes laboratory  
          standards for proficiency testing, facility administration,  
          personnel qualifications, and quality control and applies  
          standards to all settings, including commercial, hospital, or  
          physician office laboratories.

           EXISTING STATE LAW  :

          1)Establishes within the Department the Laboratory Field  
            Services (LFS) which provides for licensing and registration  
            services for clinical laboratories, as specified.

          2)Requires a clinical laboratory that performs tests that are of  
            moderate or high complexity to be licensed by the Department.   
            Requires a clinical laboratory that performs tests that are of  
            low complexity, also referred to as "waived tests," or that  
            perform provider-performed microscopy (PPM), which is  
            microscopic analysis of a specimen by a health care provider  
            such as a physician, to be registered, rather than licensed,  
            by the Department, and requires a laboratory that operates  
            multiple locations, to obtain a separate license or  
            registration for each laboratory location.

          3)Defines a clinical laboratory as any establishment or  
            institution operated for the performance of clinical  
            laboratory tests or examinations, or the practical application  
            of clinical laboratory sciences.

          4)Allows the Department to certify a clinical laboratory that is  
            accredited by a PNO as having met state licensure or  
            registration requirements, provided that the accrediting  
            organization is federally approved under CLIA, has  
            accreditation standards that are equal to, or more stringent  
            than, state licensure and registration requirements, and  
            allows the Department to randomly inspect its accredited  
            clinical laboratories for compliance with state law.   








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            Specifies certification requirements for accredited  
            laboratories, including allowing the accrediting organization  
            to provide any records or other information about the  
            laboratory required by Department.  

          5)Requires clinical laboratories to pay fees, as specified, to  
            the Department for the purposes of initial and renewal  
            licensure, registration, or certification.

          6)Establishes CLIF, into which fees collected by the Department  
            from clinical laboratories are deposited and used for the  
            purpose of licensing, registration, certification, inspection,  
            or other activities relating to the regulation of clinical  
            laboratories.

          7)Requires the services of a public health laboratory to be  
            available to city or county local public health departments  
            for the purpose of examining suspected cases of infectious and  
            environmental diseases, and to assist in community disease  
            surveillance.  Requires any city or county public health  
            laboratory, and specified personnel to be approved by the  
            Department, and to comply with all applicable CLIA  
            requirements.  Under existing law, public health laboratories  
            are exempt from licensure and certification fees.

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           Purpose of this bill  .  According to the author's office, "The  
          California Department of Public Health's (CDPH's) LFS Program is  
          responsible for oversight of clinical laboratories.  Currently  
          all laboratories, whether small or large, pay the same fee  
          created in statute in 1951.  Because of underfunding, LFS is  
          unable to adequately enforce state laws and regulations  
          regarding licensing, certification and registration of clinical  
          laboratories.  This has resulted in inability to conduct  
          biennial inspections or complaint investigations, backlogs of  
          licensing applications, and failure to take enforcement action  
          for proficiency testing failures or sanctions for  
          non-compliance. 

          "A strong clinical laboratory oversight program is necessary to  
          protect public health.  Changing the way fees are assessed to  
          adopt a sliding license fee schedule based on volume of testing  








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          will allow CDPH to hire needed staff at competitive salaries to  
          carry out these duties."  

           Background  .

           Clinical laboratories.   According to the Department, there are  
          currently approximately 19,000 clinical laboratories in  
          California, 3,000 of which are licensed laboratories performing  
          moderate and/or high complexity testing.  The remaining 12,000  
          are registered labs performing waived tests and/or  
          provider-performed microscopy.  California clinical laboratories  
          are subject to both federal and state oversight.  

          Federal CLIA requirements establish standards for laboratories  
          to ensure the accuracy, reliability, and timeliness of patient  
          test results, and specify numerous quality standards, including  
          those for facility administration, personnel qualifications,  
          quality control, and proficiency testing, a process used by  
          laboratories to verify the accuracy and reliability of their  
          test results.  CLIA standards apply to laboratory testing in all  
          states, and in all settings, including commercial, hospital, or  
          physician office laboratories.  CLIA standards are based on the  
          complexity of the testing (waived, moderate, or high  
          complexity).  To become certified under CLIA, a clinical  
          laboratory must pay applicable fees, meet all applicable  
          standards, and be surveyed biennially.  In California, the  
          Department is contracted by The Centers for Medicare & Medicaid  
          Services (CMS) to conduct the biennial CLIA survey on behalf of  
          the federal government.  CLIA fees are based on the type of  
          certification sought by a laboratory, and the annual volume and  
          types of testing performed.  

          In addition to CLIA standards, California clinical laboratories  
          must meet state licensure requirements in order to operate.   
          Similar to CLIA, state licensing law requires biennial surveys,  
          proficiency testing, and specified personnel requirements.   
          However, state clinical laboratory licensing law establishes  
          certain standards that differ with, or exceed, CLIA standards.   
          For example, state law requires LFS to investigate complaints  
          made against clinical laboratories.  State law also requires  
          clinical laboratories to pay annual fees to the Department in  
          order to be licensed or registered.  Fee amounts for the  
          2008-2009 fiscal year for initial licensure are $1,023, and $952  
          for renewal.  Fees for initial and renewal registration are $62  
          for laboratories performing waived tests, and $92 for  








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          laboratories performing provider-performed microscopy.  

          Some clinical laboratories voluntarily seek accreditation from  
          accrediting organizations, which are private, nonprofit  
          organizations approved by CMS to provide laboratory oversight.   
          Accrediting organizations set forth their own standards and  
          requirements for clinical laboratories.  CLIA allows CMS to deem  
          a laboratory as having met federal requirements through  
          accreditation by one of these organizations, as long as the  
          standards of the organization meet or exceed those in federal  
          regulations.  California law also requires the Department to  
          deem accredited clinical laboratories as having met state  
          licensure or registration requirements if the organization  
          allows the Department to inspect its accredited labs at random,  
          and the organization has been approved by CMS.  Accreditation is  
          optional, and clinical laboratories that seek accreditation pay  
          fees to the accrediting organization, in addition to fees for  
          CLIA certification and state licensure.  There are currently six  
          accrediting organizations approved by CMS, including the College  
          of American Pathologists, and the Joint Commission.   

           State Auditor Report  .  In 2008, the California State  
          Auditor (Auditor) published a report concluding that LFS  
          had not provided the clinical laboratory oversight mandated  
          by state law and regulations.  Major findings of the report  
          revealed that LFS was not inspecting laboratories every two  
          years, as required, inconsistently monitored laboratory  
          proficiency testing, closed many complaints without taking  
          action, sporadically imposed sanctions against laboratories  
          for violations, and, in three instances since fiscal year  
          2003-04, incorrectly adjusted licensing fees resulting in  
          more than $1,000,000 in lost revenue.  In light of these  
          findings, the Auditor proposed a number of recommendations  
          to leverage existing resources to improve oversight of  
          clinical laboratories, including a recommendation for the  
          Department to approve accrediting organizations to conduct  
          clinical laboratory inspections.  The Auditor stated in the  
          report that the Department had not approved any  
          accreditation organizations to perform such activities, and  
          reported that LFS had expressed concern over the quality of  
          the inspections conducted by accrediting organizations.   
          The Auditor pointed out that LFS would need to approve  
          accrediting organizations and monitor their compliance, so  
          LFS would have the tools to address these concerns.  









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          In response to the audit report, the Department generally  
          concurred with the Auditor's findings, and attributed much  
          of its inability to meet its mandated responsibilities to a  
          lack of staffing resources.  The Department stated that LFS  
          would take steps to determine how to maximize the use of  
          existing resources, as well as assess how many additional  
          resources would be needed.  The Department stated that  
          licensing revenues would likely be increased to cover costs  
                                                                         associated with state oversight mandates.  The Department  
          also stated that it would explore the use of accrediting  
          organization inspectors to conduct inspections for  
          compliance with state law, and that it would work with the  
          appropriate parties to ensure that clinical laboratory  
          licensing fees are properly adjusted in accordance with the  
          Budget Act.

           Public Health Laboratories  .  This bill contains provisions  
          relating to public health laboratories.  According to the  
          Department, there are currently 38 public health  
          laboratories located in California that are administered  
          locally by city or county public health departments.  Local  
          public health laboratories provide services relating to the  
          examination of specimens from suspected cases of infectious  
          and environmental diseases, including specimens from  
          humans, milk, water, food, vectors, and the environment.   
          While public health laboratories may conduct patient  
          diagnostic testing, they differ from clinical laboratories  
          in that the scope of their work, including their patient  
          diagnostic testing, revolves around the prevention and  
          control of communicable diseases, community surveillance of  
          infectious or communicable disease, and promoting and  
          maintaining public health. 

          Local public health laboratories are approved by the  
          Department, and are certified to meet state and federal law  
          and regulations.  The Department also certifies public  
          health microbiologists and public health laboratory  
          directors to ensure that they meet all educational and  
          training requirements required by state regulations.   
          Existing state regulations set forth specific requirements  
          and standards public health laboratories must meet,  
          including requirements pertaining to personnel, reporting,  
          and safety procedures and precautions.  Existing  
          regulations require a public health laboratory  
          microbiologist, and a public health laboratory director to  








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          meet specified education and training requirements, and to  
          be certified by the Department.  Local public health  
          laboratories currently do not pay fees to the Department  
          for laboratory or personnel certification.  With regard to  
          public health microbiologists and laboratory directors, the  
          Department issues a lifelong certificate at no charge, with  
          no renewal requirements. 

           Double referred  :  This bill is double-referred to the Assembly  
          Health Committee. 

           Arguments in support  .  This bill's sponsor, California  
          Department of Public Health, states, "Changing the way fees are  
          assessed to adopt a sliding license fee schedule based on volume  
          of testing will allow the Department to hire needed staff at  
          competitive salaries to carry out these duties."

           Arguments in opposition  .  Michael Lin, MD, a dermatologist,  
          writes, "In general, but especially in this time of budgetary  
          and economic distress, there should be a single regulator of  
          medical laboratories with a single set of rules and a single  
          fee.  Therefore, the Department and Laboratory Field Services  
          (LFS) must commit to achieving exemption from the Federal CLIA  
          Program.  Alternatively, the LFS function of regulating medical  
          laboratories should be terminated.  All medical laboratories  
          should not have to pay for a state laboratory license since the  
          federal CLIA Program is already charging and regulating medical  
          laboratories."

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          California Department of Public Health (sponsor)
          Blood Centers of California
          California Association of Public Health Laboratory Directors
          Health Officers Association of California
           
            Opposition 
           
          California Society of Dermatology and Dermatologic Surgery
          Several individuals


           Analysis Prepared by  :    Sarah Huchel / B. & P. / (916) 319-3301  








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