BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 1329
                                                                  Page  1

          Date of Hearing:   June 15, 2010

                        ASSEMBLY COMMITTEE ON HUMAN SERVICES
                                Jim Beall, Jr., Chair
                     SB 1329 (Leno) - As Amended:  April 28, 2010

           SENATE VOTE  :  30-0
           
          SUBJECT  :  Residential care facilities for the elderly

           SUMMARY  :  Requires licensees of residential care facilities for  
          the elderly (RCFEs), with certain exceptions, to notify the  
          Department of Social Services (DSS) and, in some instances,  
          residents, applicants and potential residents, of specified  
          events, and requires DSS to initiate compliance plans,  
          noncompliance conferences, or other administrative actions upon  
          receipt of the notification.  Specifically,  this bill  :

          1)Requires that an RCFE licensee notify DSS in writing within 2  
            business days of any of the following events, or obtaining  
            knowledge of the event:

             a)   Failure to make one or more mortgage, lease, or rental  
               payments on the property within 30 days of the due date;

             b)   Failure to make timely payment of any premiums required  
               to maintain mandated insurance policies or bonds in effect,  
               or any tax lien levied by any government agency, unless an  
               insurance premium has not been paid due to the fault of an  
               escrow account servicer;

             c)   A utility company has sent notice of intent to terminate  
               a utility on the property;

             d)   A judgment lien has been levied against the facility or  
               any of the assets of the facility or licensee;

             e)   A financial institution refuses to honor a check or  
               other instrument issued by the licensee to its employees  
               for a regular payroll due to insufficient funds; or,

             f)   The financial resources of the licensee fall below the  
               amount needed to operate the facility for a period of at  
               least 45 days.









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          2)Requires that an RCFE licensee notify DSS, all residents, and,  
            if applicable, their legal representatives in writing 2  
            business days, and, prior to admission, all applicants or  
            potential residents, and, if applicable, their legal  
            representatives of any of the following events, or knowledge  
            of the event:

             a)   A notice of foreclosure is issued on the property;

             b)   An unlawful detainer is initiated against the licensee;  
               or,

             c)   The licensee files for bankruptcy.

          3)Requires that DSS initiate a compliance plan, noncompliance  
            conference, or other administrative action upon receipt of a  
            notice specifying an event listed in paragraph No. 2.

          4)Provides for civil penalties of $100 per day, up to a maximum  
            of $2,500, for a licensee's failure to provide required notice  
            as described above.

          5)Authorizes DSS to suspend or revoke the licensee's license or  
            permanently revoke the licensee's ability to operate or act as  
            an administrator of a facility anywhere in the state if a  
            resident is relocated without the required notification, or if  
            the resident's health and safety has been compromised as a  
            result of a relocation that occurs without the required  
            notification. 

          6)Exempts from the requirements of this bill RCFE licensees who  
            have been authorized by DSS to enter into continuing care  
            contracts at a continuing care retirement community.

           EXISTING LAW  


          1)Under the Residential Care Facilities for the Elderly Act,  
            provides for the licensure and regulation of RCFEs by DSS,  
            Community Care Licensing Division (CCL).


          2)Authorizes DSS to take enforcement action, including, but not  
            limited to, actions to suspend, temporarily suspend, or revoke  
            a license and to impose civil penalties for violations of  








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            rules and regulations established under licensing provisions  
            governing RCFEs.

           FISCAL EFFECT  :  According to the Senate Appropriations Committee  
          analysis, General Fund costs of up to $40,000 in 2010-11, and up  
          to $81,000 in subsequent years.

           COMMENTS :  RCFEs are assisted living facilities for seniors  
          where varying levels of care and supervision, protective  
          supervision, or personal care are provided, based upon  
          residents' needs.  As of March 2010, there were 7,825 licensed  
          facilities in the state with a total capacity of 170,290  
          residents.  According to DSS data from 2007, approximately  
          three-quarters of RCFEs are licensed for six or fewer residents;  
          the remaining RCFEs have an average licensed capacity of  
          approximately 60 residents.

          According to the author: 

               Reports of RCFE properties in foreclosure or  
               bankruptcy have surged.  The State Long-term Care  
               Ombudsman Program, which tracks its complaints,  
               reported a six-fold increase in the number of RCFEs in  
               financial distress from 2006 to 2008.  In San Mateo  
               County alone, the local Ombudsman program reports that  
               fifteen facilities are currently in foreclosure or  
               bankruptcy in its small jurisdiction.

               The impact of a foreclosure on RCFE residents can be  
               particularly devastating because they often rely on  
               the facility to provide assistance with most of their  
               activities of daily living.  A foreclosure or  
               bankruptcy not only requires they find a new home but  
               also must find new care providers, disrupting the  
               patterns of care to which they had become accustomed.   


          California Advocates for Nursing Home Reform (CANHR),  
          co-sponsor of this bill, notes that:

               The devastation of a foreclosure is exacerbated by the  
               fact that many residents never receive notice of the  
               imminent loss of their home, leaving them and their  
               family members entirely unprepared for locating a new  
               placement.  A recent foreclosure in Contra Costa  








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               County occurred without any notice to the [RCFE's] six  
               residents or their families.  As the operator of the  
               facility fought the foreclosure in court, she  
               continued to accept new residents who, like the old  
               residents, were stunned to learn their home was lost  
               when word finally leaked out.  In facilities in  
               Alameda and Los Angeles Counties, residents were  
               actually sent to the curb by sheriff's officers while  
               staff from local Adult Protective Services offices  
               sought emergency placements.

          CANHR further points out that, under current law, "RCFEs  
          are not required to provide notice to residents or to  
          Community Care Licensing (CCL) when their homes are in  
          foreclosure or suffering from severe financial distress.   
          In some foreclosure cases, residents had no idea they were  
          losing their home until sheriffs arrived and forcibly  
          removed them.  Without notice, RCFE residents are  
          effectively deprived of their legal recourse and are  
          rendered much more vulnerable to transfer trauma and  
          placements in homes that are not able to safely meet their  
          needs."  This bill's co-sponsor, Bet Tzedek Legal Services,  
          points out that, under current law, "residents are being  
          forced to move with little or no notice.  Rather than  
          having months to search for a new care home, residents may  
          only have several hours.  As a result . . . RCFE residents  
          are more vulnerable to emotional and physical trauma and  
          placement in facilities that cannot meet their care needs."

          This bill requires RCFE operators to give notice to CCL of  
          foreclosures and other specified events indicating financial  
          distress that would threaten the housing security of the  
          residents, including a missed mortgage payment or a threatened  
          utility shut-off.  The notice would trigger a discretionary  
          response by CCL, which will enable staff to assist the operator  
          and ensure the residents are protected.  With the most severe  
          signs of financial distress, the residents must also be notified  
          and CCL must take action.

          As CANHR concludes, this bill "ensures vulnerable RCFE residents  
          and their loved ones are notified and protected when their home  
          is being threatened due to financial hardship.  With such  
          notification, they will be better able to carefully plan for a  
          possible move and avoid dangerous last-minute evictions."  And,  
          as Bet Tzedek points out, "California has been a leader in  








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          assisting consumers with housing and debt issues caused by the  
          economic crisis.  Elderly and disabled assisted living residents  
          deserve comparable protection."  [This bill] is essential to  
          minimizing the transfer trauma caused by the unnecessary, forced  
          and emergent relocation of RCFE residents."

           Provider concerns  :  Although taking neither a support nor oppose  
          position on this bill, the Community Residential Care  
          Association of California (CRCAC) sent the author's office a  
          last-minute list of concerns.  CRCAC says, for example, that  
          this bill requires notifying DSS even if a failure to make a  
          timely payroll payment was due to third party error.  All this  
          bill requires, however, is that notification be provided.  In  
          this and other examples cited by CRCAC, if DSS is given an  
          adequate explanation along with the notice, it would not be  
          required to take any action.  CRCAC says that DSS may not be  
          authorized to take action if there is a failure to make a timely  
          insurance premium payment, because insurance is not a condition  
          of licensure.  But late payment of an insurance premium required  
          by a lender can result in adverse action against the property  
          and, again, DSS is not required to take any action if the  
          situation does not warrant it.  CRCAC says that a facility's  
          receipt of a judgment lien does not of itself indicate financial  
          distress.  Here, too, the facts would determine the appropriate  
          administrative action to be taken.  The purpose of this bill is  
          to alert DSS to events that could be indicators of financial  
          distress; DSS' response is discretionary.  In referring to the  
          discretion to suspend or revoke a facility license if a  
          resident's health and safety has been compromised as a result of  
          a relocation that occurs without the required notification,  
          CRCAC opines that failure to provide a required notice would not  
          likely result in any compromise of a resident's health or  
          safety.  When facilities close due to financial failure,  
          however, residents' health and safety can be jeopardized,  
          particularly when they do not receive timely notice and are  
          transferred without adequate preparation. 

          CRCAC does raise the valid point that this bill requires notice  
          to "potential residents" in certain circumstances but does not  
          define that term.  CRCAC also correctly notes that the language  
          in this bill requiring that a facility have sufficient financial  
          resources to operate the facility for a period of at least 45  
          days is somewhat ambiguous.  These concerns can be readily  
          addressed through clarifying amendments.









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           Prior Legislation

           SB 791 (Leno), Chapter 617, Statutes of 2009, requires an RCFE  
          to include additional information when providing a notice of  
          eviction to a resident, including the reason for the eviction,  
          the effective date of the eviction, and additional information  
          informing the resident of his/her rights regarding evictions.

          AB 407 (Beall), Chapter 442, Statutes of 2009, imposes  
          requirements on continuing care retirement communities in the  
          event of their permanent closure, including requiring the  
          continuing care retirement community to provide written notice  
          to DSS and to the affected residents or designated  
          representatives 120 days prior to the intended date of closure  
          of a continuing care retirement community.

          SB 1137 (Perata, Corbett, and Machado), Chapter 69, Statutes of  
          2008, imposes requirements related to real estate foreclosures,  
          including requiring the holder of a mortgage to mail a specified  
          notice to the tenant(s) of a property on which foreclosure  
          proceedings have begun.

          AB 494 (Krekorian), Chapter 686, Statutes of 2007, establishes  
          procedures to be followed by an RCFE prior to transferring a  
          resident to another facility or living arrangement as a result  
          of forfeiture of license or change in the use of the facility,  
          and provides remedies for noncompliance.

           DOUBLE REFERRAL  .  This bill has been double-referred.  Should  
          this bill pass out of this committee, it will be referred to the  
          Assembly Judiciary Committee.

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          California Advocates for Nursing Home Reforms (CANHR) co-sponsor
          Bet Tzedek Legal Services, co-sponsor
          AARP
          Alzheimer's Association
          California Retired Teachers Association
          Congress of California Seniors
          Consumer Attorneys of California
           
            Opposition 








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          None on file.

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