BILL ANALYSIS                                                                                                                                                                                                    �




                   Senate Appropriations Committee Fiscal Summary
                           Senator Christine Kehoe, Chair


          AB 2397 (Allen) - State hospitals: staff-to-patient ratios.
          
          Amended: July 5, 2012           Policy Vote: Health 7-1
          Urgency: No                     Mandate: No
          Hearing Date: August 6, 2012                           
          Consultant: Jolie Onodera       
          
          This bill meets the criteria for referral to the Suspense File.


          Bill Summary: AB 2397 would require the Department of State 
          Hospitals (DSH) to reimburse an independent entity to conduct a 
          review and analysis of staffing ratios to determine the 
          appropriate levels for effective patient treatment. This bill 
          would require a report to the Legislature by August 1, 2013, 
          regarding the entity's findings, as specified.

          Fiscal Impact: 
                 One-time costs potentially in excess of $300,000 
               (General Fund) for an independent review and analysis of 
               staffing ratios. 
                 Potentially significant future cost pressure to the 
               extent report findings recommend revisions to existing 
               state hospital staffing ratios.

          Background: The recently enacted Budget Act of 2012 eliminated 
          the Department of Mental Health (DMH) and created the new DSH to 
          continue administration of the five state hospitals and two 
          psychiatric programs located within state prison facilities, 
          with the operation of the remaining community mental health 
          programs being shifted to various departments.

          Changes in policies and patient demographics over the past 
          decade have necessitated adjustments to staffing, the mental 
          health care delivery model, and other aspects of state hospital 
          operations. The forensic population now comprises approximately 
          92 percent of the DSH statewide hospital system caseload.

          Pursuant to the provisions of the 2008-09 Budget Act, the Office 
          of Statewide Audits and Evaluations (OSAE) conducted an audit of 
          the DMH budget estimation process. The OSAE audit concluded that 
          the staffing model did not adequately reflect hospital workload, 








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          funding was insufficient for annual operating expenditures, and 
          state hospitals were not efficiently using their staff. More 
          recently, the Legislative Analyst's Office (LAO) noted in its 
          March 2012 analysis of oversight at state hospitals that many of 
          the problems identified by the OSAE audit in 2008-09 have not 
          been addressed and were still issues when DMH conducted a 
          self-audit in 2011. The LAO recommended the OSAE conduct an 
          audit of the DSH beginning in January 2013 with an analysis of a 
          detailed review of the needed personnel by hospital. 

          Proposed Law: This bill would require, to the extent permitted 
          by the California Constitution and specified provisions of law 
          governing the use of personal services contracts, the DSH to 
          reimburse an independent entity for the purposes of conducting a 
          review and analysis of staffing ratios to determine appropriate 
          levels for effective patient treatment. Specifically, this bill:

                 Requires the DSH to provide information to this entity 
               as necessary for it to complete its analysis and provide 
               recommendations.
                 States the intent of the Legislature that the DSH 
               request the independent entity to complete this analysis by 
               June 1, 2013.
                 Requires a report to be submitted to the Legislature by 
               August 1, 2013, regarding the entity's findings to ensure 
               state hospitals are making progress and to enable the 
               Legislature to consider further action that may be 
               necessary during the subsequent legislative year.
                 Sunsets the provisions of the bill on January 1, 2015.

          Related Legislation: AB 1464 (Blumenfield) Chapter 21/2012, the 
          Budget Act of 2012, among other things, eliminated the 
          Department of Mental Health (DMH) and created the DSH, shifting 
          the remaining community mental health programs to various 
          departments.

          AB 1470 (Committee on Budget) Chapter 24/2012, the mental health 
          budget trailer bill includes legislative intent language stating 
          the following: "It is the intent of the Legislature that any 
          changes in staffing ratios at the state's mental hospitals 
          address adequate staff and patient safety standards, and that 
          staffing ratios may vary based on patient acuity."
          
          Staff Comments: The cost of contracting with an independent 








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          entity to review and analyze the DSH existing staffing ratios is 
          estimated at $300,000 to $800,000 (General Fund) based on 
          previously contracted audits. Staff notes it is unclear at this 
          time whether the audit requirement would be duplicative of, or 
          supplementary to, the OSAE audit required in the recently 
          enacted Budget Act of 2012.
          
          Pursuant to AB 1464 (Budget Act of 2012), the DSH is required to 
          reimburse the OSAE to review its prior audit report of the DMH 
          and determine which of its recommendations related to state 
          hospitals have not been implemented by the DMH or DSH, and the 
          status of implementation. The OSAE is also required to assist 
          the DSH to determine the priorities of outstanding audit 
          findings based on fiscal and programmatic risk and cost 
          efficiency. 

          Prior to contracting with the OSAE, the DSH must further define 
          the scope of the audit in consultation with the Legislature. AB 
          1464 states the Legislature's intent for the DSH to notify the 
          OSAE to proceed with the analysis during the fall of 2012 and 
          requires the OSAE report to be submitted to the Legislature by 
          April 1, 2013, to ensure hospitals are making progress and to 
          enable the Legislature to consider what further actions may need 
          to be taken for the subsequent fiscal year.

          As the scope of the required OSAE audit may be further defined 
          in consultation with the Legislature prior to contracting with 
          the OSAE, the scope of the OSAE audit may already include, or 
          may or may not potentially be revised to include, a review and 
          analysis of staffing ratios to determine the appropriate levels 
          for effective patient treatment.

          Staff notes that submittal of the independent analysis and 
          recommendations to the Legislature by August 1, 2013, as 
          required under the provisions of this measure, would be 
          presented only four months after the required OSAE audit report 
          due on April 1, 2013.