BILL ANALYSIS                                                                                                                                                                                                    



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          Date of Hearing:   July 7, 2009

                            ASSEMBLY COMMITTEE ON HEALTH
                                  Dave Jones, Chair
                   SB 744 (Strickland) - As Amended:  July 1, 2009

           SENATE VOTE  :   39-0
           
          SUBJECT  :   Clinical laboratories.

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

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

             a)   The PNO meets all of the following requirements:

               i)     Is approved by the federal Centers for Medicare and  
                 Medicaid Services as an accreditation body under the  
                 federal Clinical Laboratory Improvement Amendments of  
                 1988 (CLIA) and provides DPH 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;









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                    (d)         A description of the review and  
                      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; 

               ii)    Is approved by DPH 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 DPH.  Authorizes DPH to implement or  
                 interpret this section by means of an All Clinical  
                 Laboratories Letter (ACLL), without taking regulatory  
                 action.  Requires DPH to post the ACLL on its Web site  
                 and to accept public comment on the ACLL for 30 days  
                 after posting, to consider the public comment, and make  
                 the ACLL final 45 days after posting; and,

               iv)    Is approved by DPH as meeting the requirements in 1)  
                 a) i) through iii) above.

             b)   The laboratory meets all of the following requirements:

               i)     Meets the accreditation standards of the PNO;

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








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               iii)   Pays applicable fees, as specified;

               iv)    Authorizes its proficiency testing organization to  
                 furnish to DPH and 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 DPH;

               v)     Authorizes the PNO to release to DPH a notification  
                 of every violation of condition-level requirements,  
                 including the actions taken by the PNO as a result of the  
                 violation, within 30 days of the initiation of the  
                 action; and,

               vi)    Authorizes the PNO to give notice to DPH of any  
                 withdrawal of the laboratory's accreditation. 

          2)Provides that 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 accreditation, or  
            the effective date of any action taken by DPH, whichever is  
            earlier.

          3)Requires a laboratory with a certificate of deemed status to  
            renew the certificate annually provided that the conditions  
            for issuance are still met.  

          4)Requires laboratories applying for a certificate of deemed  
            status or renewal to pay fees set forth in 8) and 9) below.   
            Requires the total of certificate application and renewal fees  
            to be sufficient to cover the cost of issuing the certificate,  
            and requires DPH to notify the Legislature if the fees are  
            inadequate to support the costs of licensing and renewal  
            activities. 
          5)Prohibits DPH from conducting routine inspections of a  
            laboratory with a certificate of deemed status, except as  
            authorized under 6) below. 

          6)Clarifies that nothing in this section prohibits DPH from  
            exercising its authority to conduct complaint investigations,  
            sample validation inspections, or require submission of  








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            proficiency testing results to DPH to ensure compliance with  
            state standards. 

          7)Requires DPH to charge no more than one hundred dollars ($100)  
            for a two-year period for the application and renewal of the  
            certificate for a certified phlebotomy technician. 

          8)Sets new fees for the licensure of laboratory personnel as  
            follows: 

             a)   The application and renewal fees for a  
               histocompatibility laboratory director's, clinical  
               laboratory bioanalyst's, clinical chemist's, clinical  
               microbiologist's, clinical laboratory toxicologist's,  
               clinical cytogeneticist's, or clinical molecular  
               biologist's license at $63;

             b)   The application fee for a clinical laboratory  
               scientist's or limited clinical laboratory scientist's  
               license at $38 and the renewal fee at $25; 

             c)   The application and annual renewal fee for a  
               cytotechnologist's license at $50;

             d)   The application fee for a trainee's license at $13 and  
               the annual renewal fee at $8; and,

             e)   The application fee for a duplicate license at $5.

          9)Requires a clinical laboratory applying for a license to  
            perform tests or examinations classified as of moderate or  
            high complexity under CLIA and a clinical laboratory applying  
            for certification of deemed status 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)   2,001 to 10,000 tests: $820;

             c)   10,001 to 25,000 tests: $1,315;

             d)   25,001 to 50,000 tests: $1,580;

             e)   50,001 to 75,000 tests: $1,960;








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             f)   75,001 to 100,000 tests: $2,340;

             g)    100,001 to 500,000 tests: $2,740;

             h)   500,001 to one million tests: $4,910; and,

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

          10)Requires a clinical laboratory performing tests or  
            examinations classified as of moderate or high complexity  
            under CLIA and a clinical laboratory with a certificate of  
            deemed status 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)   2,001 to 10,000 tests: $720;

             c)   10,001 to 25,000 tests: $1,115;

             d)   25,001 to 50,000 tests: $1,380;

             e)   50,001 to 75,000 tests: $1,760;

             f)   75,001 to 100,000 tests: $2,040;

             g)    100,001 to 500,000 tests: $2,440;

             h)   500,001 to one million tests: $4,610; and,

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

          11)Increases the annual registration fee for a clinical  
            laboratory performing only those clinical laboratory tests or  
            examinations considered waived under CLIA, as specified, to  
            $100.  

          12)Increases the annual registration fee for a clinical  
            laboratory performing only provider-performed microscopy as  








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            defined under CLIA, as specified, to $150.

          13)Increases the annual registration fee for a clinical  
            laboratory performing both waived and provider-performed  
            microscopy, as specified, to $150. 

          14)Requires a laboratory applying for initial licensure to pay  
            the costs for DPH to conduct any reinspections to ensure  
            compliance of that laboratory.   Sets the additional cost for  
            each visit to be equal to the initial application fee and  
            requires the laboratory to pay the fee prior to issuance of a  
            license.  Prohibits DPH from charging a reinspection fee if  
            the reinspection is due to error or omission on the part of  
            DPH.

          15)Requires a fee of $25 to be assessed for approval of each  
            additional authorized location of a not-for-profit, federal,  
            state, or local government laboratory that engages in limited  
            public health testing, as defined.

          16)Requires DPH, by July 1, 2013, to report to the Legislature  
            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.

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

          18)Requires a laboratory to pay a delinquency fee of 25% of the  
            annual renewal fee in addition to the annual renewal fee in  
            effect on the last preceding regular renewal date, if the  
            clinical laboratory license or registration is not renewed  
            before the expiration date.  Provides that failure to pay the  
            annual renewal fee in advance while the license or  
            registration remains in force shall result in the forfeiture  
            of the license or registration after 60 days from the  
            expiration date of the license or registration. 

          19)Requires interest (in addition to fees) to be deposited and  
            maintained in the Clinical Laboratory Improvement Fund and to  








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            be used for the purpose of administering the regulation of  
            clinical laboratories only, as specified.

          20)Makes findings and declarations concerning the Legislature's  
            intent to provide DPH with flexibility to concentrate its  
            resources where they can be most effective.

          21)This bill contains an urgency clause, and should this bill  
            pass, it would take effect immediately upon passage. 

           EXISTING STATE LAW  :

          1)Provides for the licensing and registration of clinical  
            laboratories.

          2)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.

          3)Requires a clinical laboratory that performs tests that are of  
            moderate or high complexity to be licensed by DPH.  

          4)Requires a clinical laboratory that performs tests that are of  
            low complexity, or "waived tests," or a clinical laboratory  
            that performs provider-performed microscopy, which is  
            microscopic analysis of a specimen by a health care provider  
            such as a physician, to be registered with, rather than  
            licensed by, DPH.  

          5)Requires a laboratory that operates multiple locations to  
            obtain a separate license or registration for each laboratory  
            location.

          6)Allows DPH to certify a clinical laboratory that is accredited  
            by a PNO as having met state licensure or registration  
            requirements, provided the PNO is federally approved under  
            CLIA, has accreditation standards that are equal to, or more  
            stringent than, state licensure and registration requirements,  
            and allows DPH to randomly inspect its accredited clinical  
            laboratories for compliance with state law.  Specifies  
            certification requirements for accredited laboratories,  
            including allowing the accrediting organization to provide any  
            records or other information about the laboratory required by  
            DPH.








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

          8)Establishes the Clinical Laboratory Improvement Fund, into  
            which fees collected by DPH 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.

          9)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 DPH, and  
            to comply with all applicable CLIA requirements.  Under  
            existing law, public health laboratories are exempt from  
            licensure and certification fees.

          10)Requires an unlicensed person employed by a clinical  
            laboratory whose job is to withdraw blood from a patient to be  
            certified as a phlebotomy technician.  Existing law requires  
            an individual seeking phlebotomy technician certification to  
            pay a fee of $25 to DPH upon initial application and annual  
            renewal.
           
          EXISTING FEDERAL LAW  , under CLIA, regulates laboratories that  
          perform tests on human specimens.  CLIA includes laboratory  
          standards for proficiency testing, facility administration,  
          personnel qualifications, and quality control and applies to all  
          laboratory settings, including hospital, commercial, and  
          physician office laboratories.  

           FISCAL EFFECT  :   According to the Senate Appropriations  
          Committee analysis, this bill will result in increased annual  
          Clinical Laboratory Improvement Fund revenues of $3.5 million in  
          fiscal year 2009-10, and $5 million ongoing. 

           COMMENTS  :   

           1)PURPOSE OF THIS BILL  .  According to the author, all  
            laboratories, whether small or large, currently pay the same  
            fee created in statute in 1951.  Because of under-funding, the  








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            DPH Laboratory Field Services (LFS) Program, which is  
            responsible for oversight of clinical laboratories, is unable  
            to adequately enforce state laws and regulations regarding  
            licensing, certification and registration of clinical  
            laboratories.  The author states DPH is unable to conduct  
            biennial inspections or complaint investigations, cannot take  
            enforcement action for proficiency testing failures or  
            sanctions for non compliance, and has accumulated backlogs of  
            licensing applications.  LFS was cited in a recent Bureau of  
            State Audits (BSA) audit for not performing basic laboratory  
            oversight functions of biennial inspections, complaint  
            investigations, proficiency testing enforcement and sanctions  
            for non compliance by laboratories.  The BSA audit recommended  
            that DPH leverage its resources by using inspectors from  
            accrediting organizations as an option to using state-employed  
            inspectors.  This bill proposes standards for approval of  
            these accrediting organizations and their inspectors, allowing  
            DPH to augment its inspections of clinical laboratories by  
            accepting accreditation inspections performed by approved PNOs  
            in lieu of state inspections.  The author argues that a strong  
            clinical laboratory oversight program is necessary to protect  
            public health, and that changing the way fees are assessed to  
            adopt a sliding license fee schedule based on volume of  
            testing will allow DPH to hire needed staff at competitive  
            salaries to carry out these duties.  

           2)BACKGROUND  .  According to the DPH Web site, LFS has oversight  
            of approximately 18,500 clinical laboratories, including  
            physician offices, clinics, hospitals, independent  
            laboratories, public health laboratories, and health fairs  
            that offer testing for diagnosis or treatment.  DPH states  
            there are also approximately 600 independent laboratories  
            outside California and two laboratories outside the United  
            States performing testing on specimens from California  
            patients which must also meet standards that are equivalent to  
            California clinical laboratory standards.  LFS reviews  
            clinical laboratory license and registration applications for  
            compliance with state law, issues licenses and registrations,  
            inspects facilities to assure initial and ongoing compliance,  
            investigates laboratory complaints, reviews and enforces  
            proficiency testing standards, and enforces laboratory law,  
            including issuing sanctions for non-compliance.

          DPH also contracts with the federal government to enforce CLIA,  
            which requires that all laboratories testing human specimens  








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            be certified by the federal government, and is required to  
            perform onsite inspections every two years to ensure accuracy  
            and reliability of laboratory test results and review  
            proficiency testing results.  The LFS CLIA Enforcement Section  
            states its responsibilities include annually performing  
            routine inspections of over 800 laboratories each year,  
            validating 36 accredited facilities, and inspecting over 200  
            laboratories with a CLIA certificate of waiver.

           3)CALIFORNIA STATE AUDITOR REPORT  .  In September 2008, the  
            California State Auditor (CSA) published a report entitled,  
            Department of Public Health: Laboratory Field Services' Lack  
            of Clinical Laboratory Oversight Places the Public at Risk.   
            The CSA found that LFS was not inspecting laboratories every  
            two years as required, was inconsistent in monitoring  
            laboratory proficiency testing, closed many complaints without  
            taking action, and was inconsistent in imposing sanctions  
            against laboratories for violations of law and regulations.   
            CSA also stated that LFS had raised fees improperly one year  
            and failed to impose two subsequent fee increases called for  
            in the Budget Act, resulting in LFS failing to collect more  
            than $1 million in fees.  CSA reported that the chief of LFS  
            attributed the problems primarily to a lack of resources.  CSA  
            proposed a number of recommendations to leverage resources to  
            improve oversight of clinical laboratories, including a  
            recommendation that DPH approve accrediting organizations to  
            conduct clinical laboratory inspections.  Although LFS had  
            expressed concern over the quality of the inspections  
            conducted by accrediting organizations, CSA pointed out that  
            LFS would need to approve accrediting organizations and  
            monitor their compliance, so LFS would have the tools to  
            address these concerns.  

          In response, DPH generally concurred with CSA's findings and  
            recommendations, and expressed intentions to respond within  
            existing resources.  DPH stated that licensing revenues would  
            likely be increased to cover costs associated with state  
            oversight mandates, 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.

           4)SUPPORT  .  DPH, sponsor of this bill, writes this bill is  








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            needed because a strong clinical laboratory oversight program  
            is needed to protect public health.  DPH states all  
            laboratories, whether large or small, pay the same fee created  
            in statute in 1951, and that because of under-funding, LFS is  
            unable to enforce state laws and regulations regarding  
            clinical laboratories.  DPH and Blood Centers of California  
            argue that a sliding license fee schedule based on volume of  
            testing will allow DPH to hire needed staff at competitive  
            salaries.  

           5)SUPPORT IF AMENDED  .  The California Medical Association (CMA)  
            states it supports this bill if amended to include codified  
            intent language that this bill is a precursor to seeking a  
            federal CLIA exemption, include a sunset and repeal if CLIA  
            exemption has not been achieved by January 1, 2013, and change  
            the annual fee and licensing requirements to be bi-annual  
                                                                          rather than annual.  California Society of Pathologists (CSP)  
            write they support this bill if amended to address  
            responsibilities of recognized accrediting bodies like the  
            College of American Pathologists, cap fees at an amount  
            necessary to administer the program, and eliminate LFS  
            authorization to assess additional fees for a proficiency  
            testing program for cytology, which was never developed.  

           6)OPPOSE UNLESS AMENDED  .  Quest Diagnostics (Quest), in  
            opposition to a prior version of this bill, states it would  
            like the fees to be fair and opposes a fee schedule that is  
            based on volume of tests performed by an individual  
            laboratory.  Quest expresses a preference for fees based on  
            the complexity of the testing and that recognize that the cost  
            of inspection is not dependent on the number of tests.  Quest  
            also asks that fees for the cytology proficiency testing  
            program mentioned in 5) above be eliminated.  The California  
            Society of Dermatology and Dermatologic Surgery states it  
            opposes this bill unless it includes codified intent stating  
            that it is a precursor to seeking a CLIA exemption and a  
            sunset and repeal if a CLIA exemption has not been achieved by  
            January 1, 2013. 

           7)OPPOSITION  .  Several physicians wrote in opposition to a prior  
            version of this bill that they  prefer a single fee and single  
            regulator, and request eliminating state regulation and fees,  
            leaving regulation only under CLIA.

           8)RELATED LEGISLATION  .  SJR 15 (Alquist), pending in the Senate,  








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            encourages the federal government to amend CLIA and enact  
            legislation that would, allow qualified nondoctoral, non-board  
            certified persons to serve as laboratory directors of local  
            public health laboratories.

           9)TECHNICAL AMENDMENT  .  Page 10, line 1: "certificate of  
            accreditation" should be "certificate of deemed status".

           10)DRAFTING CONCERN  .  Page 15, lines 5-8 and 30-33: should the  
            maximum be a dollar amount, rather than 15 million tests?

           11)SECOND COMMITTEE OF REFERENCE  .  This bill was previously  
            heard in Assembly Business and Professions Committee, and was  
            approved on a 8-0 vote. 

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          California Department of Public Health (sponsor)
          Blood Centers of California 
          California Association of Public Health Laboratory Directors 
          Health Officers of California 

          Opposition 
           
          Five individuals 
           
          Oppose Unless Amended

           California Society of Dermatology and Dermatologic Surgery 
          Quest Diagnostics 


           Analysis Prepared by  :    Allegra Kim / HEALTH / (916) 319-2097