BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                  AB 2206|
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                                 THIRD READING


          Bill No:  AB 2206
          Author:   Atkins (D)
          Amended:  8/6/12 in Senate
          Vote:     21

           
           SENATE HEALTH COMMITTEE  :  7-0, 6/27/12
          AYES:  Hernandez, Harman, Alquist, Anderson, Blakeslee, 
            DeSaulnier, Rubio
          NO VOTE RECORDED:  De Le�n, Wolk
           
          SENATE APPROPRIATIONS COMMITTEE  :  7-0, 8/6/12
          AYES:  Kehoe, Walters, Alquist, Dutton, Lieu, Price, 
            Steinberg

           ASSEMBLY FLOOR  :  73-0, 5/10/12 (Consent) - See last page 
            for vote


           SUBJECT  :    Medi-Cal:  dual eligibles:  pilot projects

           SOURCE :     CalPACE


           DIGEST  :    This bill expands the ability of people who are 
          dually eligible for Medi-Cal and Medicare to enroll or 
          remain enrolled in Programs for the All-Inclusive Care for 
          the Elderly (PACE).

           ANALYSIS  :    

          Existing law:

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          1. Establishes the Medi-Cal Program, administered by the 
             Department of Health Care Services (DHCS), to provide 
             comprehensive health care and long-term services and 
             supports (LTSS) to pregnant women, children, seniors, 
             and people with disabilities (SPDs).

          2. Requires DHCS to seek federal approval to establish a 
             pilot program in up to four counties for Medi-Cal 
             beneficiaries who are dually eligible for Medicare and 
             Medi-Cal (dual eligibles), under which DHCS can require 
             that dual eligibles are assigned as mandatory enrollees 
             into Medi-Cal managed care plans.

          3. Permits the Director of DHCS to establish PACE to 
             promote the development of community-based, risk-based 
             capitated, long-term care programs. Permits the Director 
             of DHCS to contract with up to 15 demonstration projects 
             to develop risk-based long-term care pilot programs 
             modeled upon On Lok Senior Health Services in San 
             Francisco.

          4. Establishes the PACE program as a Medi-Cal benefit, 
             subject to utilization controls and eligibility criteria 
             that require that the beneficiary be certified as 
             eligible for nursing facility services based on Medi-Cal 
             criteria.
          
          This bill provides that:

          1. Individuals who are already enrolled in PACE at the time 
             of mandatory enrollment in managed care shall remain in 
             PACE and not be sent alternative enrollment information.

          2. Individuals who become eligible for PACE and are 
             enrolled in a managed care plan are exempted from the 
             lock-in period and may disenroll from their manage care 
             plan and enroll in PACE.

          3. Managed care plans are required to periodically assess 
             beneficiaries over 55 years of age who are at risk for 
             placement in a nursing home  and notify them of their 
             potential eligibility for PACE.

           Background  

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           PACE  .  PACE is a capitated benefit provided primarily to 
          certain Medi-Cal and Medicare beneficiaries that offers a 
          comprehensive service delivery system and integrates 
          Medicare and Medicaid financing.  The program was modeled 
          after the acute and long-term care services of On Lok 
          Senior Health Services in San Francisco. 

          Participants must be at least 55 years old, live in the 
          PACE service area, and be certified as eligible for nursing 
          home care.  Enrollment in PACE is voluntary.  An 
          interdisciplinary team, consisting of professional and 
          paraprofessional staff, assesses participants' needs, 
          develops care plans, and delivers all services (including 
          acute care services and when necessary, nursing facility 
          services).  The PACE service package must include all 
          Medicare and Medicaid covered services and other services 
          determined necessary by the interdisciplinary team for the 
          care of the PACE participant.  PACE providers assume full 
          financial risk for participants' care without limits on 
          amount, duration, or scope of services.

          Existing state law allows DHCS to contract with up to 15 
          PACE organizations.  The Governor's 2012-13 May Revise 
          budget estimates average monthly enrollment in PACE 
          statewide to be 3,566 and projects total payments to PACE 
          plans of $175.4 million ($87.7 million General Fund).  DHCS 
          indicates it currently has contracts with five PACE 
          organizations and six new PACE organizations will begin 
          operation in 2012-13. 

           Governor's Budget proposal  .  The Governor's 2012-13 Budget 
          proposes a Coordinated Care Initiative phased in over three 
          years with the goal of improving beneficiary health 
          outcomes and care quality while achieving substantial 
          savings from the rebalancing of care delivery away from 
          institutional settings and into people's homes and 
          communities.  The proposal consists of three major 
          components: an expansion of mandatory enrollment of dual 
          eligibles into Medi-Cal managed care, an expansion of 
          geographic regions covered by Medi-Cal managed care, and an 
          expansion of the scope of services covered within a 
          Medi-Cal managed care plan (instead of FFS). 


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          The Administration's proposal would expand the existing 
          four-county, dual-eligible demonstration project to up to 
          eight counties in 2013, by an additional 20 counties in 
          2014, and statewide in 2015.  Under these pilots, 
          dual-eligible individuals would be required to enroll in a 
          Medi-Cal managed care plan for Medi-Cal services (instead 
          of receiving services through FFS Medi-Cal), and would be 
          passively enrolled for Medicare services (meaning 
          individuals could "opt out" of managed care for Medicare 
          services).   Second, the proposal requires LTSS programs 
          (including In Home Supportive Services) to be provided 
          through managed care plans, instead of through FFS.  Third, 
          the proposal requires the geographic expansion of the 
          mandatory enrollment of individuals into Medi-Cal managed 
          care in the 28 counties that are still currently FFS. 

          Part of the Administration's proposal is a "lock-in" where 
          DHCS can require any beneficiary to remain enrolled in the 
          Medicare portion of the demonstration project on a 
          mandatory basis for six months from the date of enrollment. 
           After six months, a dual-eligible beneficiary can enroll 
          in a different demonstration site plan, a Medicare 
          Advantage plan, fee-for-service Medicare, PACE or AIDS 
          HealthCare Foundation (if the individual is HIV positive or 
          has been diagnosed with AIDS).  Federal approval is 
          required for the Coordinated Care Initiative generally and 
          specifically for the Medicare lock-in provision.

          The Administration's proposal to the Center for Medicare 
          and Medicaid Innovation entitled "Coordinated Care 
          Initiative:  State Demonstration to Integrate Care for Dual 
          Eligible Individuals" was submitted in May 31, 2012, 
          following a 30-day public comment period.  The proposal 
          describes the role of PACE in the Coordinated Care 
          Imitative. In demonstration areas where PACE is available, 
          PACE enrollees will not be passively enrolled in the  
          demonstration, and PACE will remain a clear enrollment 
          option for dual eligible beneficiaries that meet the PACE 
          enrollment criteria.  Additionally, in counties where PACE 
          is available, several demonstration health plans will 
          coordinate closely with PACE to offer this option to 
          nursing-home eligible dual eligible beneficiaries who wish 
          to remain in the community.  The enrollment process for the 
          Coordinated Care Initiative will include a special focus on 

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          enabling beneficiaries to obtain information about PACE and 
          how to access the program.  Finally, the proposal states 
          that some health plans participating in the demonstration 
          have expressed interest in contracting with PACE providers, 
          to provide an additional option for members that meet the 
          criteria for enrollment in PACE.  The proposal indicates 
          the state will work with the Centers for Medicare and 
          Medicaid Services to determine if any amendments to current 
          authority for PACE are needed for this contracting option.

           Current PACE enrollment information process  .  PACE is not 
          currently part of the Health Care Options (HCO) 
          presentation process, under which Medi-Cal beneficiaries 
          are given enrollment information on their choice of 
          Medi-Cal managed care plans and a form to return indicating 
          their choice of plan. Currently, DHCS/HCO health plan 
          choice enrollment packets mailed to seniors and SPDs 
          include a PACE fact sheet for beneficiaries residing in the 
          PACE service area.  The PACE documents, included in the HCO 
          health plan choice enrollment packet mailings, are approved 
          and mailed by DHCS.

          DHCS' Long-Term Care Division facilitated a separate mailer 
          to SPDs regarding PACE.  The mailer contained a cover 
          letter and fact sheet specific to the available PACE 
          organization.  DHCS reviewed and approved the mailer 
          contents developed by each PACE organization.  Printing, 
          stuffing and mailing was done by the Office of State 
          Publishing (OSP), and each PACE plan was billed by DHCS for 
          each month of the mailer to pay for system costs 
          (compiling, filtering, and transmitting address file to the 
          OSP) and OSP costs (printing, labor/supplies, and postage). 
           The PACE SPD mailer was set up to specifically mirror the 
          SPD-mandatory enrollment transition phased over the period 
          of one year by birth month.  The PACE SPD mailer 
          discontinued at the end of one year phased-notification on 
          SPD-mandatory enrollment mailer (targeted to existing SPDs) 
          processed by the Medi-Cal Managed Care Division/HCO.  The 
          last PACE SPD mailer went out in March 2012.  DHCS 
          indicates that federal privacy law prohibits DHCS from 
          providing PACE plans with the contact information of 
          Medi-Cal beneficiaries.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes   

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          Local:  No

          According to DHCS, as part of its implementation of the 
          Coordinated Care Initiative, it will be setting capitation 
          rates for PACE that are similar to those paid to managed 
          care plans for the provision of similar services to a 
          similar population.  Therefore, DHCS indicates that 
          additional use of PACE by dual-eligibles should not 
          increase overall Medi-Cal costs. 

           SUPPORT  :   (Verified  6/27/12) (per Senate Health Committee 
          analysis - per the prior version of the bill)

          CalPACE (source)
          National Association of Social Workers, California Chapter
          St. Paul's Homes and Services for the Aging
          Western Center on Law & Poverty


           ARGUMENTS IN SUPPORT  :    This bill is sponsored by CalPACE, 
          the statewide association of PACE programs, to ensure that 
          dual-eligible beneficiaries are able to access PACE 
          programs under the state's Coordinated Care Initiative.  
          This bill ensures that PACE is clearly presented as an 
          enrollment option for dual-eligible beneficiaries who will 
          be subject to mandatory enrollment in managed care under 
          the state's dual-eligibles demonstration program.  It also 
          ensures that beneficiaries who meet PACE eligibility 
          criteria are informed about and can enroll in PACE when 
          their care needs reach that level. 

          CalPACE states that PACE is widely known as the gold 
          standard for providing integrated care, and research shows 
          that PACE programs achieve important outcomes for 
          beneficiaries, including reducing hospitalizations and 
          nursing home stays.  To date, PACE programs have not been 
          included in the state's enrollment process and options for 
          beneficiaries who are subject to mandatory enrollment in 
          managed care plans.  As a result, frail seniors who could 
          benefit from PACE programs are often not aware of the 
          program. 
          
          Western Center on Law & Poverty writes in support that PACE 
          programs are unique in that they already have experience in 

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          dealing with this vulnerable population, which is by 
          default, low-income, and elderly or disabled, but often 
          both.  PACE programs have a proven track record in 
          delivering high-quality services that enhance participants' 
          quality of life, while also ensuring fiscal solvency by 
          reducing hospitalizations and nursing home stays. 


           ASSEMBLY FLOOR  :  73-0, 5/10/12
          AYES:  Achadjian, Alejo, Allen, Ammiano, Atkins, Beall, 
            Bill Berryhill, Block, Blumenfield, Bonilla, Bradford, 
            Brownley, Buchanan, Butler, Charles Calderon, Campos, 
            Carter, Cedillo, Chesbro, Conway, Davis, Dickinson, 
            Donnelly, Eng, Feuer, Fong, Fuentes, Beth Gaines, 
            Galgiani, Garrick, Gatto, Gordon, Gorell, Grove, Hagman, 
            Halderman, Hall, Harkey, Hayashi, Roger Hern�ndez, Hill, 
            Huber, Hueso, Huffman, Jones, Knight, Lara, Logue, Bonnie 
            Lowenthal, Ma, Mansoor, Mendoza, Miller, Mitchell, 
            Monning, Morrell, Nestande, Nielsen, Pan, Perea, 
            Portantino, Silva, Skinner, Smyth, Solorio, Swanson, 
            Torres, Valadao, Wagner, Wieckowski, Williams, Yamada, 
            John A. P�rez
          NO VOTE RECORDED:  Cook, Fletcher, Furutani, Jeffries, 
            Norby, Olsen, V. Manuel P�rez


          CTW:m  8/8/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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