BILL ANALYSIS                                                                                                                                                                                                    



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          SENATE THIRD READING
          SB 744 (Tony Strickland)
          As Amended  July 14, 2009
          2/3 vote.  Urgency 

           SENATE VOTE  :39-0  
           
           BUSINESS & PROFESSIONS    8-0   HEALTH              16-0        
           
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          |Ayes:|Hayashi, Conway, Eng,     |Ayes:|Jones, Fletcher, Adams,   |
          |     |Hernandez, Nava, John A.  |     |Ammiano, Carter, Conway,  |
          |     |Perez, Ruskin, Smyth      |     |De La Torre,              |
          |     |                          |     |De Leon, Gaines, Hayashi, |
          |     |                          |     |Hernandez, Bonnie         |
          |     |                          |     |Lowenthal,                |
          |     |                          |     |Nava, V. Manuel Perez,    |
          |     |                          |     |Salas,                    |
          |     |                          |     |Audra Strickland          |
          |-----+--------------------------+-----+--------------------------|
          |     |                          |     |                          |
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           APPROPRIATIONS      16-0                                    
           
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          |Ayes:|De Leon, Conway, Ammiano, |     |                          |
          |     |                          |     |                          |
          |     |Charles Calderon, Coto,   |     |                          |
          |     |Davis,                    |     |                          |
          |     |Fuentes, Hall, Harkey,    |     |                          |
          |     |Nielsen,                  |     |                          |
          |     |John A. Perez, Skinner,   |     |                          |
          |     |Solorio, Audra            |     |                          |
          |     |Strickland,               |     |                          |
          |     |Torlakson, Hill           |     |                          |
          |     |                          |     |                          |
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           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  :   









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          1)Requires the State Department of Health Services (DHS) 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 decision  
                      making 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;  
                    and,

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








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                    registration, as applicable.

               ii)    Is approved by DHS 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 DHS.  Permits DHS to, without taking  
                 regulatory action, implement or interpret this section by  
                 means of an All Clinical Laboratories Letter (ACLL), as  
                 specified.

               iv)    Is approved by DHS as meeting the requirements of  
                 this bill.  Requires DHS to begin accepting applications  
                 for approval, in a form and manner prescribed by DHS, by  
                 January 1, 2011.  Requires DHS to make a determination on  
                 an application submitted pursuant to this subparagraph  
                 within 180 days of receiving the application.

             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 DHS, its agents, or contractors, as  
                 DHS may require;

               iii)   Pays fees, as specified;

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

               v)     Authorizes the PNO to release to DHS a notification  
                 of every violation of condition-level requirements,  
                 including the actions taken by the organization as a  








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                 result of the violation, within 30 days of the initiation  
                 of the action; and,

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

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

          3)Requires a certificate of deemed status issued to be renewed  
            annually provided that the conditions for issuance are still  
            met.  Except as otherwise authorized, DHS shall not conduct  
            routine inspections of a laboratory issued a certificate of  
            deemed status.  Each application for a certificate of deemed  
            status and each request for renewal of that certificate shall  
            be accompanied by fees, as specified.  

          4)Requires the total of the certificate application and renewal  
            fees collected by DHS to be sufficient to cover the cost of  
            issuing the certificate.  If DHS 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 DHS's authority to conduct complaint  
            investigations, sample validation inspections, or require  
            submission of proficiency testing results to DHS to ensure  
            compliance of any clinical laboratory with state standards.

          6)Requires DHS to charge fees for the application and renewal of  
            the certificate of no more than $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: 









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             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.

          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,








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             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 $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  $150.  

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

          13)Requires the costs of DHS 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.  DHS shall not charge a reinspection fee if the  
            reinspection is due to error or omission on the part of DHS.

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

          15)Requires DHS, 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.

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








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          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.

          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.

           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee, annual increased fee-supported special fund costs of  
          $4 million to support DPH inspectors who conduct training and  
          inspections that have been identified by the Bureau of State  
          Audits as inadequate under current law.  The increased funding  
          is derived from moving from a flat fee schedule to one that  
          accounts for the volume of testing performed at specific labs.

           COMMENTS  :  According to DHS, 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.  









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          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, DHS 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 fiscal year  
          (FY) 2008-2009 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 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 DHS to deem  
          accredited clinical laboratories as having met state licensure  








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          or registration requirements if the organization allows DHS 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.   

          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 million  
          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 DHS to approve accrediting  
          organizations to conduct clinical laboratory inspections.  


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



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