BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 345
                                                                  Page  1

               Date of Hearing:   May 1, 2012

                   ASSEMBLY COMMITTEE ON AGING AND LONG-TERM CARE
                                Mariko Yamada, Chair
                     SB 345 (Wolk) - As Amended:  April 26, 2012

           SENATE VOTE  :   26-9
           
          SUBJECT  :   Office of the State Long-Term Care Ombudsman.

           SUMMARY  :   Conforms various provisions of the codes authorizing 
          the Office of State Long-Term Care Ombudsman (OSLTCO), including 
          requiring an annual advocacy report, to federal statutes.  
          Specifically,  this bill  :   

          1)Adds legislative findings and declarations with regard to the 
            OSLTCO and the State Long-Term Care Ombudsman's (SLTCO) roles 
            and responsibilities, including that the SLTCO is obligated to 
            represent the interests of long-term care facility residents 
            before governmental agencies, and to seek administrative, 
            legal, and other remedies to protect the health, safety, 
            welfare, and rights of residents. 

          2)Adds conformity language with federal authorizing statutes, 
            including that the OSLTCO represent the interest of long-term 
            care facility residents before governmental agencies, and seek 
            remedies to protect the health, safety, welfare and rights of 
            long-term care facility residents.

          3)Repeals definition of "medical training" and "medical records 
            training."

          4)Requires the California Department of Aging (CDA) provide 
            widespread public notification of the availability of the 
            position of SLTCO, and solicit candidates for the position of 
            SLTCO within 10 days of a vacancy, while seeking advice, 
            consultation and recommendations of an existing (though 
            inactive) 7-11 member, advisory council regarding the 
            selection of a candidate within 30 days.

          5)Requires the SLTCO to be selected from among individuals with 
            expertise and experience in the fields of long-term care and 
            advocacy. 

          6)Requires the Ombudsman to be located in Sacramento, and 








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            conforms state statutes to federal law requiring the SLTCO to 
            have completed ombudsman training curriculum, and a 10 hour 
            in-service, performing the duties of a long-term care 
            ombudsman.

          7)Requires, rather than authorizes, the OSLTCO to hire legal 
            representation, in the event the Attorney General is 
            unavailable, for litigation related to the affairs of the 
            office.

          8)Requires rather than allows the OSLTCO to solicit, and receive 
            funds, gifts and contributions to support the operations of 
            the office and a charitable foundation, as defined.

          9)Prohibits conflicts of interest for the 5-member body that 
            governs a charitable foundation, as defined.

          10)Shifts from the CDA to the OSLTCO, responsibility for the 
            development of a statewide uniform reporting system to collect 
            and analyze data relative to complaints and conditions in 
            long-term care facilities, and responsibility for activities 
            that promote the development, coordination and utilization of 
            resources to meet the needs of older individuals served by the 
            OSLTCO program.

          11)Requires the SLTCO to report to the legislature and local 
            long-term care ombudsman programs annually on prospective 
            advocacy plans, as well as advocacy activities from the 
            previous year, as defined, in compliance with federal guidance 
            in Title 42.  

          12)Requires the OSLTCO to maintain a website within the CDA's 
            website, and that the web site be consumer driven and include 
            various long-term care related information.

          13)Requires the CDA and other departments and programs involved 
            in regulating, monitoring, or serving long-term care facility 
            residents to cooperate with, and meet with, the OSLTCO 
            periodically and as needed, to address concerns and questions 
            about care, quality of life, safety, rights, health and 
            well-being of long-term care facility residents.

          14)Deletes a section of code describing primary roles of the 
            SLTCO, and recasts those duties to identify, investigate and 
            resolve complaints made by, or on behalf of residents of 








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            long-term care facilities; provide services to assist 
            residents in the protection of their health, safety, welfare, 
            and rights; inform and ensure residents have timely access to 
            services provided through the OSLTCO; provided technical and 
            administrative support to local long-term care ombudsman 
            programs; analyze, monitor, comment on, and recommend changes 
            to the development of policy impacting residents of long-term 
            care facilities; provide public information regarding the 
            problems and concerns of residents within long-term care 
            facilities; and support the development of organizations to 
            participate in the long-term care program.

          15)Expands state law to conform with federal law, the reasons 
            why a long-term care ombudsman may enter a long-term care 
            facility, to include identifying complaints, observing and 
            monitoring conditions, speaking confidentially with residents 
            about complaints, and expands the eligible clientele to 
            include all long-term care facility residents, not just those 
            that are elderly.

          16)Requires long-term care facilities to provide contact 
            information for a conservator, legal representative, or 
            next-of-kin of any resident to the OSLTCO within 24 hours of a 
            request, and to provide long-term care ombudsman program 
            representatives with census information regarding the 
            residents of the facility upon request.

          17)Requires the OSLTCO, not the CDA, to staff the 24-hour, 
            long-term care ombudsman hotline.

          18)Reaffirms federal law and requires the OSLTCO to analyze, 
            monitor and comment on the development of local, state, and 
            federal laws, regulations and other governmental policies; to 
            recommend changes to them, and facilitate public comment.

          19)Allows the OSLTC, in conjunction with local programs, to 
            advise the public of long-term care facility inspection 
            reports, deficiencies, and plans of correction; promote 
            visitation programs, establish and assist in the development 
            of resident, family, and friends' councils, and present 
            community education programs.

          20)Requires the convening of an advisory body made up of 7 to 11 
            members, as defined, and appointed by the Director of the CDA 
            by June 30 of 2013.








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           EXISTING LAW 

          1)Establishes the Long-Term Care Ombudsman program as a result 
            of the federal Older Americans Act (OAA) and places it within 
            the CDA in order to encourage community contact and 
            involvement with elderly patients or residents of long-term 
            care facilities or residential facilities through the use of 
            volunteers and volunteer programs.  Federal law generally 
            prohibits ombudsman from making a disclosure of personal 
            information pertaining to an ombudsman program client, unless 
            the client provides written consent.

          2)Allocates funds to local ombudsman programs to assist elderly 
            persons in long-term health care facilities and residential 
            care facilities by, among other things, investigating and 
            seeking to resolve complaints against these facilities.

          3)Provides for the appointment of a SLTCO by the Governor, and 
            specifies requirements of the person filling that position.

          4)Requires the CDA to establish an 11-member advisory council 
            for the office to provide advice and consultation on issues 
            affecting the provision of ombudsman services.


           FISCAL EFFECT  :   Unknown

           AUTHORS STATEMENT  :  
           "For too long, facility residents have not had an independent 
          voice at the state level, as required by the federal law. State 
          law needs to be aligned with existing federal law to resolve the 
          conflict that currently exists, and ensure the State Ombudsman 
          can take positions on legislation that affects long-term care 
          residents and local ombudsman programs without interference. SB 
          345 is the first step toward improving the effectiveness and 
          efficiency of the State Ombudsman's office; strengthen local 
          programs; requiring an annual report; and ensuring the State 
          Ombudsman program is fulfilling its mandated responsibilities to 
          long-term care facility residents throughout the state."

           COMMENTS  :   
          According to the CDA website, the primary responsibility of the 
          program is to investigate and endeavor to resolve complaints 
          made by, or on behalf of, individual residents in long-term care 








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          facilities. These facilities include nursing homes, residential 
          care facilities for the elderly, and assisted living facilities. 
          The Long-Term Care Ombudsman Program investigates elder abuse 
          complaints in long-term care facilities and in residential care 
          facilities for the elderly.

          The OSLTCO contracts with 35 local organizations that provide 
          local ombudsman services.  Local ombudsman programs recruit and 
          train volunteers to enter long-term care facilities, monitor 
          quality of care and conditions, receive complaints, and endeavor 
          to resolve them confidentially.  There are about 1,000 
          volunteers providing about 150,000 hours of unpaid advocacy and 
          support to long-term care residents. 

          SB 345 was originally introduced to establish the OSLTCO as an 
          independent entity outside the state administrative structure.  
          Various legal barriers inspired the current version of the bill, 
          which instead requires an annual advocacy plan in accordance 
          with federal law, among other changes intended to insulate the 
          OSLTCO from the California Department of Aging, and to narrow 
          the field of potential candidates eligible to be appointed by 
          the Governor to the position of SLTCO, when a vacancy occurs.  
          The bill also states that the SLTCO advocacy be free from state 
          departments' interference.

           SUPPORTERS ARGUE
           The California Senior Legislature (CSL) writes that while 
          federal law requires that the OSLTCO speak on behalf of the 
          interests of facility residents before government agencies, in 
          California this is not happening; and that since the SLTCO is a 
          political appointee, the ability to advocate on behalf of 
          residents for changes in policy or funding is seriously 
          constrained.  The Congress of California Seniors (CCS) writes 
          that SB 345 would require the SLTCO to take actions that will 
          make clear its authority to act independently as an active 
          advocate for long-term care residents.  CCS cites a recent 
          report which indicates that the SLTCO in 21 states was 
          discouraged from acting by their own state's department of 
          aging.

           OPPONENTS ARGUE
           The OSLTCO is largely in support of SB 345 and will remove their 
          opposition upon adoption of committee amendments to be presented 
          in committee.









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           Related Legislation:
           
          AB 40 (Yamada) Requires telephonic reports of physical abuse of 
          dependent adults in institutional settings to be submitted 
          directly to law enforcement with follow-up written reports to be 
          submitted to both law enforcement and the long-term care 
          ombudsman.
            
          AB 2149 (Butler) Prohibits gag-clauses in settlement agreements 
          of actions brought as a result of abuse under the Elder Abuse 
          and Dependent Adult Civil Protections Act from including bans on 
          contacting the long-term care ombudsman, Department of Aging, 
          and various other investigative entities.

          AB 2276 (Campos) Appropriates $1.6 million to the OSLTCO from 
          the State Health Facilities Citation Penalties Account for 
          support of the program during FY 2012-13 and FY 2013-14.

          AB 2550 (Carter) Conforms state law to federal guidelines 
          related to the long-term care ombudsman program.

          SB 718 (Vargas) Chapter 373, Statutes of 2011, provides for an 
          electronic, internet-based elder abuse reporting mechanism. 

          SB 897 (Leno) Chapter 376, Statutes of 2011, provides for 
          notification to residents within residential care facilities for 
          the elderly, and the long-term care ombudsman, when facilities 
          become distressed financially, as defined.

           REGISTERED SUPPORT / OPPOSITION  :
           
          Support 
           
          AARP
          Advocacy, Inc.
          American Federation of State, County and Municipal Employees 
          (AFSCME)
          Advisory Council for the Area Agency on Aging - Napa/Solano 
          Area Agency on Aging - San Luis Obispo/Santa Barbara Counties
          California Advocates for Nursing Home Reform (CANHR)
          California Long-Term Care Ombudsman Association (CLTCOA)
          California Senior Legislature (CSL)
          Camarillo health Care District
          Central Coast Senior Placement Services
          Committee for an Independent State Ombudsman Office (CISO)








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          Congress of California Seniors (CCS)
          Contra Costa County Advisory Council on Aging
          Elder and Dependent Adult Abuse Prevention Council
          Long-Term Care Ombudsman - San Luis Obispo County
          Long-Term Care Ombudsman - Santa Cruz/San Benito Counties
          Long-Term Care Ombudsman - Ventura County
          Older Women's League (OWL) - Santa Clara County Chapter
          Ombudsman & HICAP Services of Northern California
          Ombudsman Services of San Mateo County
          San Luis Obispo County Commission on Aging
          Ventura County Board of Supervisors
          WISE & Healthy Aging Long-Term Care Ombudsman Program

          Individuals - 2


           Support if Amended
           
          California Commission on Aging
           
            Opposition 
           
          Office of State Long-Term Care Ombudsman

           Analysis Prepared by  :    Robert MacLaughlin / AGING & L.T.C. / 
          (916) 319-3990