BILL ANALYSIS                                                                                                                                                                                                    �



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          Date of Hearing:   May 3, 2011

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                    AB 899 (Yamada) - As Amended:  April 28, 2011
           
                               As Proposed to Be Amended

           SUBJECT  :  THE HOME CARE SERVICES ACT OF 2011

           KEY ISSUES  :  

          1)SHOULD ORGANIZATIONS SEEKING TO PROVIDE HOME CARE SERVICES TO 
            TYPICALLY ELDERLY AND DISABLED CLIENTS BE LICENSED AND 
            REGULATED BY THE DEPARTMENT OF SOCIAL SERVICES, AS PROVIDED?

          2)IN ORDER TO PROTECT THE VULNERABLE CLIENT POPULATION FOR THESE 
            SERVICES, SHOULD PERSONS SEEKING EMPLOYMENT BY A LICENSED HOME 
            CARE ORGANIZATION BE SUBJECT TO BACKGROUND CLEARANCE 
            REQUIREMENTS AND DUE PROCESS PROTECTIONS THAT SIMILARLY APPLY 
            TO IN-HOME SUPPORTIVE SERVICE (IHSS) PROVIDERS?

           FISCAL EFFECT  :  As currently in print this bill is keyed fiscal.

                                      SYNOPSIS

          This bill would create a regulatory and licensing framework, to 
          be administrated and enforced by the Department of Social 
          Services (DSS), for private organizations who employ home care 
          aides to visit clients in their homes to provide non-medical 
          services such as bathing, dressing, and food preparation.  The 
          author and the sponsor of the bill, the California Association 
          of Health Services at Home (CAHSAH), prudently seek to 
          strengthen consumer protections for the vulnerable population of 
          Californians-typically, the frail, elderly, or disabled-who are 
          most in need of the services currently provided by home care 
          organizations operating in a largely unregulated marketplace.  
          Among other things, this bill would establish requirements for 
          licensure of home care organizations, require background checks 
          for the organization's owners and the home care aides they 
          employ, establish skills and training requirements for home care 
          aides, and establish a client bill of rights. Responding to 
          concerns about inadequate due process protections and possible 
          non-compliance with EEOC guidelines on Title VII of the Civil 
          Rights Act, the author proposes to amend the bill to incorporate 








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          due process provisions that DSS already observes with respect to 
          its regulation of IHSS providers and that appear to bring the 
          bill in compliance with civil rights law and other state law.  
          This bill is supported by AFSCME, the Alzheimer's Association 
          and the California Hospital Association, and as proposed to be 
          amended, has no known opposition, although SEIU, sponsors of a 
          competing Senate Bill on the same subject, have expressed 
          "concerns" with the bill.  This bill was previously approved by 
          the Assembly Human Services Committee by a 4-2 vote.

           SUMMARY  :  Establishes the Home Care Services Act of 2011 to 
          license and regulate home care organizations and their employees 
          that provide certain home care services to typically elderly, 
          frail, or disabled clients.  Specifically,  this bill  :   

          1)Defines "home care services" to mean services provided by a 
            home care aide to a client who, because of advanced age or 
            physical or mental infirmity, cannot care for the client's own 
            needs, including but not limited to, bathing, dressing, 
            feeding, exercising, personal hygiene and grooming, 
            transferring, ambulating, positioning, toileting and 
            incontinence care, assisting with medication that the client 
            normally self-administers, housekeeping, meal planning and 
            preparation, laundry, transportation, making telephone calls, 
            shopping for personal care items or groceries, and 
            companionship. 

          2)Prohibits any individual, partnership, corporation, 
            association or other entity from arranging for the provision 
            of home care services by a home care aide to a client without 
            first obtaining a license pursuant to the act, violation of 
            which subjects the individual or entity to a civil penalty of 
            up to $400 per day.

          3)Requires the Department of Social Services (DSS) to adopt 
            rules and regulations to implement the act, establish 
            procedures for the receipt, investigation and resolution of 
            complaints, and make available on the department's Web site 
            identifying information about each home care organization.

          4)Requires a home care organization to obtain a license from 
            DSS, to be renewed every year, by meeting prescribed 
            requirements, including payment of a licensure fee, proof of 
            liability insurance and a valid workers' compensation policy, 
            and satisfaction of background clearance requirements for each 








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            owner of the organization having at least a 5-percent or 
            greater interest in the organization.

          5)Allows DSS to deny the application for a license if the 
            background clearance of the license applicant discloses a 
            conviction for a crime that is substantially related to the 
            qualifications, functions, or duties of operating a home care 
            organization, except if the applicant has obtained a 
            certificate of rehabilitation, as provided.

          6)Requires DSS to investigate complaints filed against home care 
            organizations, and establishes procedures for DSS verification 
            through periodic inspections scheduled in advance that a home 
            care organization meets the requirements if the HCSA.

          7)Establishes operating requirements for home care 
            organizations, including but not limited to the investigation 
            of client complaints and annual performance assessments of 
            home care aides.

          8)Establishes requirements for the protection of clients' 
            rights, including but not limited to the right to be advised 
            of any change in the client's plan for home care services and 
            to receive a written agreement that includes the costs of and 
            hours during which services will be provided.

          9)Establishes requirements and procedures for the employment of 
            home care aides, including:

             a)   Demonstration of competency in several specified areas, 
               including client rights and safety, universal health 
               precautions, emergency procedures, living skills, abuse and 
               neglect, personal hygiene and safe transport of a client;

             b)   Submission to an examination to determine that the 
               individual is free of active tuberculosis within 14 days 
               after employment, and subsequent examination at least once 
               every two years, costs of which shall be paid by the home 
               care aide.

             c)   Satisfaction of a background clearance, unless the 
               applicant for employment holds a valid, unexpired license 
               or registration in a health-related field that requires a 
               background check as a condition of licensure or 
               registration.  








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               i)     Requires denial or termination of employment if the 
                 background clearance discloses a conviction for violation 
                 of specified Penal Code offenses within the last 10 
                 years.
               ii)    Upon denial, permits the applicant to seek a general 
                 exception from the department and to request an 
                 administrative hearing if a request for exception has 
                 been denied.

          10)Provides for penalties, fines or licensure action by DSS for 
            violation of the HCSA, as specified, and among other things:

             a)   Requires that, when DSS determines that a violation has 
               occurred, a written notice of violation be served on the 
               licensee specifying the nature of the violation and the 
               statutory or regulatory provision alleged to have been 
               violated, informing the licensee of DSS' proposed action, 
               which may include a plan of correction, assessment of a 
               penalty, or action to suspend, revoke or deny renewal of 
               the license, and the right to a hearing.

             b)   Authorizes DSS to impose an administrative fine of up to 
               $400 per day until the violation is corrected or action is 
               taken to suspend, revoke, or deny renewal of the license.

             c)   Provides that, in determining the penalty or licensing 
               action, DSS shall consider:

               i)     The gravity of the violation, the severity of the 
                 actual or potential harm, and the extent to which the 
                 applicable statutes or regulations were violated;
               ii)    The reasonable diligence exercised by the licensee 
                 and efforts to correct the violation;
               iii)   Any prior violations committed by the licensee;
               iv)    The financial benefit to the home care organization 
                 of committing or continuing the violation.

           EXISTING LAW  :  

          1)Establishes the In-Home Supportive Services program in each 
            county, administered at the state level by the Department of 
            Social Services, to provide personal services and domestic 
            services (home care), as defined, for eligible poor aged, 
            blind and disabled individuals.  (Article 7 of Chapter 3 of 








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            Part 3 of Division 9 of the Welfare & Institutions Code, 
            commencing with Section 12300.)

          2)Requires the county to investigate the background of any 
            person who seeks to become a supportive services provider, 
            including a criminal background check conducted by the 
            Department of Justice, and provides that a person shall not be 
            eligible to provide or receive payment for providing 
            supportive services for 10 years following a conviction of 
            specified offenses under the Penal Code.  (Welfare & 
            Institutions Code Section 12305.86, 12305.87.)

          3)Provides for the licensing and regulation of various 
            nonmedical residential and nonresidential community care 
            facilities by DSS, including community care facilities (Health 
            & Safety Code Section 1559.110), residential care facilities 
            for the elderly (Health & Safety Code Section 1569.11), and 
            adult day health care centers (Health & Safety Code Section 
            1575.1).

          4)Provides for the licensing and regulation of healthcare 
            facilities by the Department of Public Health.  (Article 1 of 
            Chapter 2 of Division 2 of the Health & Safety Code, 
            commencing with Section 1250.)

           COMMENTS  :  This bill would create a regulatory and licensing 
          framework, to be administrated and enforced by the Department of 
          Social Services (DSS), for private organizations who employ home 
          care aides to visit clients in their homes to provide 
          non-medical services such as bathing, dressing, and food 
          preparation.  The author and the sponsor of the bill, the 
          California Association of Health Services at Home (CAHSAH), 
          prudently seek to strengthen consumer protections for the 
          vulnerable population of Californians-typically, the frail, 
          elderly, or disabled-who are most in need of the services 
          currently provided by home care organizations operating in a 
          largely unregulated marketplace.  Among other things, this bill 
          would establish requirements for licensure of home care 
          organizations, require background checks for the organization's 
          owners and the home care aides they employ, require training and 
          skills requirements for home care aides, and establish a client 
          bill of rights.

           Need to protect vulnerable consumers of home care services that 
          are increasingly in demand.   According to the California 








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          Healthcare Foundation (CHCF), the number of Californians age 65 
          and older-those most likely to need extended care at home or in 
          nursing homes-is likely to more than triple between 2000 and 
          2050, with the group age 85 and older experiencing the largest 
          increase.  ("California Health Care Almanac: Long Term Care 
          Facts and Figures," Nov. 2009, p. 3.)  CHCF also reports that 
          the use of personal care services in California increased 33.6 
          percent from 2003 to 2007, surpassing nursing home admissions to 
          become the most used long-term care service in the state.  (Id. 
          at p. 5.)  

          The increasing demand for home and personal care services in 
          California is largely occurring in a largely unregulated arena 
          where home care organizations and individual contractors compete 
          with each other, advertising their services through the internet 
          or in newspapers.  According to a newly issued report by the 
          Senate Office of Oversight and Outcomes (SOOO), California is 
          one of the few states that does not regulate private in-home 
          care organizations.  ("Caregiver Roulette: California Fails to 
          Screen Those Who Care for the Elderly at Home," April 2011, p. 
          31.)  The report concludes that "the current landscape is 
          creating risk for consumers that could be alleviated by 
          legislation, ranging from full-scale licensing to narrower 
          measures to help clients obtain and understand criminal 
          background checks and other records."  

          This bill represents the author's effort to reduce those risks 
          to consumers and have California join the majority of states who 
          regulate providers of home-care services.  As the author 
          explains:

               In order to avoid institutionalization, individuals who 
               require support with daily living skills have turned to 
               private home care organizations that provide services 
               through home care aides. ? In California there is no 
               regulation of private sector home care services, 
               despite being regulated in over half of all states.  As 
               a result, there is great opportunity for unethical 
               practices, abuse, and misconduct impacting consumers 
               and the employees.  With the rapid and persistent 
               growth of the aging population, a burgeoning 
               underground economy, and an unwary and vulnerable 
               consumer base, the protections and stabilization 
               offered by �this bill] are necessary now, more than 
               ever.  








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           Comparison of  home care services.   California law already 
          regulates providers of in-home care services for seniors and 
          disabled persons in two other contexts specifically outside the 
          scope of this bill.  Under Division 2 of the Health and Safety 
          Code, home health agencies are licensed by the Department of 
          Public Health (DPH) to provide both skilled nursing and 
          non-medical personal assistance services to their clients. Home 
          health aides employed by these agencies assist clients with 
          personal services according to a plan of treatment prescribed by 
          a physician.  Some of these services overlap with those provided 
          by home care aides sought to be regulated by this bill, but by 
          contrast, home care aides are prohibited from performing or 
          assisting with any medical services, such as changing 
          non-sterile dressings or taking vital signs of the client.

          Instead, home care aides are more similar to in-home support 
          service (IHSS) providers who are similarly regulated by DSS, not 
          DPH.  The IHSS program is a publicly-funded program administered 
          by counties and DSS that facilitates placement and payment of 
          persons who provide in-home care to blind, elderly, and disabled 
          persons who meet certain low-income and eligibility 
          requirements.  A comparison of Section 1796.2(e) of this bill 
          and the corresponding part of the IHSS statute (WIC Section 
          12300 (b),(c)) confirms the close similarities between the care 
          services to be provided under both regulatory schemes.  The key 
          distinction is that the IHSS program is publicly funded to 
          ensure essential services are provided to the most financially 
          needy clients, and regulates only those persons who provide 
          services and receive payment under the program.  This bill, on 
          the other hand, seeks to establish regulation of private home 
          care agencies and home care aides who provide an almost 
          identical range of services to elderly and disabled clientele, 
          but do not participate in or receive payments under the IHSS 
          program.

           Criminal background checks protect consumers of home care 
          services, but civil rights law and due process considerations 
          limit the extent to which evidence of a conviction can bar 
          employment.   A key feature of the much needed regulation 
          established by this bill is the requirement that owners of a 
          home care organization, as well as the home care aides they 
          employ, must pass background checks under criteria specified in 
          the bill, or face denial of a license or employment, 
          respectively.  As highlighted in the Senate Office of Oversight 








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          and Outcomes report and in press accounts, many consumers of 
          home care services have unfortunately fallen prey to individuals 
          who have not disclosed their criminal backgrounds, or whose 
          services were procured through a home care organization that 
          failed to conduct a background check sufficient to reveal 
          evidence of criminal history.  Online search resources and some 
          checks offered by consumer credit report agencies do not 
          necessarily always produce accurate or complete information 
          about the subject of the check.  However, this can present due 
          process problems for persons applying to a position if a law 
          bars employment based on the results of a background check, and 
          offers no opportunity for the applicant to seek review or 
          contest such a determination.  

          Furthermore, if the bar on employment constitutes a lifetime 
          ban, then the policy appears to violate federal civil rights law 
          as well.  Although there is no federal law that prohibits 
          discrimination against people with criminal records, the Equal 
          Employment Opportunity Commission (EEOC) has set guidelines on 
          how employers can use criminal background records for employment 
          purposes.  Because African-American and Hispanics have higher 
          rates of criminal convictions, EEOC has stated that a blanket 
          policy to screen out any applicant with a criminal history will 
          discriminate against these minorities, and therefore is unlawful 
          under Title VII of the Civil Rights Act of 1964.  (See 
           http://www.eeoc.gov/policy/docs/convict1.html  )  

           As proposed to be amended, this bill incorporates due process 
          protections in the current IHSS statute and seeks to ensure 
          compliance with EEOC guidelines on Title VII.   To address dual 
          concerns that the bill as currently in print appears to contain 
          a blanket refusal to consider job applicants with a criminal 
          history and lacks adequate due process protections, the author 
          has proposed a number of amendments to be adopted in this 
          Committee.  Because of the close similarity between IHSS 
          providers and home care aides serving essentially the same 
          client population, the author sensibly proposes to amend the 
          bill to incorporate due process provisions that DSS already 
          observes with respect to its regulation of IHSS providers, 
          pursuant to WIC Sections 12305.86 and 12305.87.  

          These proposed amendments would: (1) require denial or 
          termination of employment for specified convictions within the 
          past 10 years, as disclosed by the DOJ background check (known 
          as "LiveScan"); (2) allow an exception from denial or 








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          termination for those who have obtained a certificate of 
          rehabilitation (long recognized under Penal Code Section 1203.4) 
          or who can provide evidence of rehabilitation satisfactory to 
          DSS, as specified; (3) require DSS to provide a specified notice 
          of denial if a request for exception is denied, including a copy 
          of the criminal background record attached; (4) permit the 
          applicant to request an administrative hearing to appeal the 
          denial of exception, as provided.

          In addition, as proposed to be amended, this bill would 
          harmonize the extensive set of criminal offenses that are 
          grounds for denial or termination with those offenses that 
          currently apply to IHSS providers.

           As proposed to be amended, this bill seeks to comply with state 
          law limiting the denial of a license on the basis of a 
          conviction not "substantially related" to the licensed position.  
           Under the version of the bill now in print, the application for 
          a license to operate a home care organization shall be denied by 
          DSS if the background clearance discloses a conviction for a 
          crime that "evidences an unfitness" to operate a home care 
          organization.  However, California's professional licensing laws 
          allow a regulatory board to deny a license because the applicant 
          was convicted of a crime "only if the crime or act is 
           substantially related  to the qualifications, functions, or 
          duties of the business or profession" for which the application 
          is made. (Business & Professions Code Section 480(a)(3)(B).)  
          Although licensing of home care aides in this bill is not 
          pursuant to the Business & Professions Code, the author has 
          proposed to adopt the "substantially related" criteria, and the 
          due process procedures for contesting denial of a license, that 
          have applied to dozens of other professions licensed under the 
          BPC and upheld by California courts since the 1970's.  As 
          proposed to be amended, the bill requires owners and any 
          individual having a five percent or greater share to consent to 
          a background clearance in order to obtain a license, and 
          provides that if the background clearance discloses a conviction 
          for a crime that is substantially related to the qualifications, 
          functions, or duties of operating a home care organization, DSS 
          may deny the application for a license.

           Removed Opposition and Letters of Concern.   This bill was 
          "opposed unless amended" by the East Bay Community Law Center, 
          the ACLU, and the National Employment Law Project (NELP), who 
          cited near-identical concerns about inadequate due process 








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          protections and possible non-compliance with EEOC guidelines on 
          Title VII of the Civil Rights Act of 1964.  As proposed to be 
          amended, all three organizations have officially removed their 
          opposition on the bill and are now neutral.

          The Service Employees International Union (SEIU) writes that it 
          shares the author's commitment to improve the quality of home 
                                 care services for California's aging population, but without 
          stating official opposition, SEIU expresses "concerns" with the 
          bill and is "currently unable to support the legislation until 
          those concerns are addressed."  SEIU believes that the bill 
          should be amended to ensure that home care workers should 
          receive training that was developed with input from consumer and 
          worker representatives, and that certification of workers should 
          include annual continuing education on information and practices 
          related to their work to ensure caregivers remain current with 
          their job skills.  SEIU also proposes that licensure and 
          regulation of home care organizations should be done by DPH, 
          which currently regulates home health agencies, rather than DSS. 
           In addition, SEIU proposes that the licensing agency should 
          include on its Web site a list of home care aides who have a 
          certificate to perform services after completing required 
          training and a DOJ background check. SEIU's proposals reflect 
          differences between this bill and SB 411 (Price)-a bill it 
          sponsors that is also titled "The Home Care Services Act of 
          2011."

           Previous Legislation  :  AB 853 (Jones) of 2007 is the predecessor 
          to this bill, and would have similarly provided for the 
          licensing and regulation of home care organizations and home 
          care aides, including requirements for background checks.  AB 
          853 was held on the Assembly Appropriations Committee Suspense 
          File.

           Pending Legislation:   SB 411 (Price), like this bill, seeks to 
          regulate and license home care organizations and home care 
          aides, but with key differences as described above.  SB 411 
          currently is in the Senate Public Safety Committee.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California Association for Health Services at Home (sponsor)
          AFSCME








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          Alzheimer's Association
          California Hospital Association

           Opposition 
           
          None on file
           

          Analysis Prepared by  :    Anthony Lew / JUD. / (916) 319-2334