BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 862
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          ASSEMBLY THIRD READING
          AB 862 (Silva and Jeffries)
          As Amended  May 27, 2011
          Majority vote 

           HUMAN SERVICES      6-0         APPROPRIATIONS      17-0        
           
           ----------------------------------------------------------------- 
          |Ayes:|Beall, Jones, Ammiano,    |Ayes:|Fuentes, Harkey,          |
          |     |Grove, Butler, Swanson    |     |Blumenfield, Bradford,    |
          |     |                          |     |Charles Calderon, Campos, |
          |     |                          |     |Davis, Donnelly, Gatto,   |
          |     |                          |     |Hall, Hill, Lara,         |
          |     |                          |     |Mitchell, Nielsen, Norby, |
          |     |                          |     |Solorio, Wagner           |
          |-----+--------------------------+-----+--------------------------|
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Adds the following items to the information regional 
          centers are required to post on their Internet Web sites:

          1)The actual rates paid to each regional center vendor, updated 
            semiannually;

          2)Any public funds provided to a nonprofit housing organization 
            outside the request for proposals process;

          3)Conflict of interest disclosures; and,

          4)Any legal settlements that can be disclosed.

           EXISTING LAW  :

          1)Establishes the Lanterman Developmental Disabilities Services 
            Act (Lanterman Act), under which the Department of 
            Developmental Services (DDS) contracts with 21 private 
            non-profit regional centers (RCs) to provide case management 
            services and arrange for, or purchase services that meet the 
            needs of individuals with developmental disabilities.

          2)Requires that the contract between the DDS and each RC require 
            the RC to adopt, maintain, and post on its Internet Web site a 
            board-approved policy regarding transparency and access to 
            public information.








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          3)To promote transparency, requires each RC to include on its 
            Internet Web site, as expeditiously as possible, at least all 
            of the following:

             a)   RC annual independent audits;

             b)   Biannual fiscal audits conducted by DDS;

             c)   RC annual reports;

             d)   Contract awards, including the organization or entity 
               awarded the contract, and the amount and purpose of the 
               award;

             e)   Purchase of service policies;

             f)   The names, types of service, and contact information of 
               all vendors, except consumers or family members of 
               consumers;

             g)   Board meeting agendas and approved minutes of open 
               meetings of the board and all committees of the board;

             h)   Bylaws of the RC governing board;

             i)   The annual performance contract and year-end performance 
               contract entered into with DDS;

             j)   The biannual Home and Community-Based Services (HCBS) 
               Waiver program review conducted by DDS and the Department 
               of Health Care Services (DHCS);

             aa)  The board-approved transparency and public information 
               policy; 

             bb)  The board-approved conflict-of-interest policy; and,
              
             cc)  The annual reports of salary schedules by personnel 
               classification, and operations budget expenditures for 
               administrative services.

           FISCAL EFFECT  :  According to the Assembly Appropriations 
          Committee:








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               GF costs likely in excess of $100,000 for 21 �RCs], 
               combined, to gather and report the information 
               required, particularly the actual rates paid to 
               vendors.  This bill establishes statewide requirements 
               on the 21 RCs which are non-profit, nonpublic 
               entities, serving 225,000 consumers via approximately 
               65,000 providers, including parents of consumers. 

           COMMENTS  :  The Lanterman Act establishes a comprehensive 
          statutory scheme to provide services and supports to people with 
          developmental disabilities.  Direct responsibility for 
          implementation of the Lanterman Act service system is allocated 
          between DDS and 21 RCs.  RCs are private nonprofit entities 
          established pursuant to the Lanterman Act that contract with DDS 
          to carry out many of the state's responsibilities under the Act, 
          including intake and assessment, case management, and individual 
          program plan development and implementation.

           BSA Audit  :  The California State Auditor, Bureau of State Audits 
          (BSA), recently issued a report of its review of RC procurement 
          and rate-setting processes.  Department of Developmental 
          Services:  A more uniform and transparent rate-setting process 
          would improve the cost-effectiveness of regional centers, Report 
          2009-118, August 2010 (BSA Report).  The BSA visited a sample of 
          6 RCs.  For those RCs, the Joint Legislative Audit Committee 
          directed the BSA to review procedures for allowing public access 
          to information on operations and to determine if requests for 
          public records made by service providers in the past two fiscal 
          years were satisfied in a timely manner and within the 
          requirements of the law.  The BSA determined "that the 
          information that regional centers are required to make public is 
          limited to employment contracts and that the regional centers 
          are not required to maintain, and do not maintain, logs of 
          public information requests or track how such requests are 
          fulfilled.  As such, we could not perform tests of public or 
          service provider requests for information."

          The BSA Report noted the lack of formal and transparent 
          rate-setting and vendor-selection processes by the RCs included 
          in the audit (BSA Report, p. 2).  It was noted that the lack of 
          transparency to outside reviewers results in the potential for 
          favoritism and makes it impossible to determine whether RCs are 
          properly taking cost into consideration in selecting among 








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          comparable vendors (BSA Report, p. 46).

           Budget trailer bill  :  The Governor's Budget for 2011-12 proposed 
          increases in accountability and transparency in the RC system.  
          To promote transparency, the recently chaptered 2011-12 Budget 
          trailer bill pertaining to DDS, SB 74 (Budget and Fiscal Review 
          Committee), Chapter 9, Statutes of 2011, requires DDS to 
          establish a transparency portal on its Web site, which is to 
          include, but need not be limited to, all of the following:

          1)Links to RC Internet Web sites with the information specified 
            in paragraph 3 under Existing Law, above;

          2)Biannual fiscal audits conducted by DDS;

          3)Vendor audits;

          4)Biannual HCBS Waiver program reviews conducted by DHCS;

          5)Early Start Program reviews conducted by DDS; and,

          6)Annual performance contract and year-end performance contract 
            reports.

          In addition, SB 74 (Budget and Fiscal Review Committee) requires 
          each RC to adopt, maintain, and post on its Internet Web site a 
          board-approved policy regarding transparency and access to 
          public information.  The policy must provide for timely public 
          access to information, including information regarding requests 
          for proposals and contract awards, service provider rates, 
          documentation related to establishment of negotiated rates, 
          audits, and Internal Revenue Service (IRS) Form 990.  Under SB 
          74, each RC must also post on its Internet Web site the 
          information listed in paragraph 3) under Existing Law, above.

          This bill adds to the list of items required to be posted on 
          each RC's Internet Web site pursuant to SB 74.


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


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