BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 416
                                                                  Page  1

          Date of Hearing:   August 17, 2011

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                     SB 416 (Kehoe) - As Amended:  June 30, 2011 

          Policy Committee:                             Health Vote:13-4

          Urgency:     No                   State Mandated Local Program: 
          No     Reimbursable:              No

           SUMMARY  

          This bill requires, not later than January 1, 2013, data on 
          sexual orientation, gender expression and identity, and domestic 
          partnership status to be collected in two statewide health 
          surveys, as specified.  Specifically, this bill:

          1)Requires, no later than January 1, 2013, to the extent 
            permitted by federal law, the Department of Public Health 
            (DPH) and the Department of Health Care Services (DHCS), to 
            collaborate with the Regents of the University of California 
            (UC) to include appropriate voluntary, demographic, 
            self-identification information pertaining to sexual 
            orientation, gender identity, and gender expression into the 
            questions asked by California Health Interview Survey (CHIS).

          2)Requires, no later than January 1, 2013, to the extent 
            permitted by federal law, DPH and DHCS to collaborate with the 
            state coordinator for the Behavioral Risk Factor Surveillance 
            System (BRFSS) to include appropriate voluntary, demographic, 
            self-identification questions pertaining to sexual 
            orientation, gender identity, and gender expression into the 
            questions asked by BRFSS.

          3)Requires, for CHIS and BRFSS, the inclusion of questions about 
            registered domestic partnership status and about the gender of 
            the spouse, if the surveys include any question about marital 
            status.

           FISCAL EFFECT  

          1)One time GF costs to DPH and DHCS, conservatively in the range 
            of $100,000 (50% GF/50%federal), to develop a pilot telephone 








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            questions on gender identity and expression for inclusion in 
            CHIS and BRFSS surveys.  State funding for CHIS is currently 
            provided by DPH through the General Fund and by DHCS through 
            federal matching funds.  

          2)Annual GF costs in the range of $7,000 to $20,000 to include 
            addittional questions on the BRFSS.  

          3)Unknown annual ongoing costs, at least $50,000, and 
            potentially exceeding $180,000 per two-year cycle (50% 
            GF/50%federal), to include additional survey questions on 
            CHIS.  

          4)Actual costs will depend on the number of people receiving the 
            questions, amount of time it takes to ask and answer the 
            questions, and whether some of the questions would be included 
            regardless of this bill.  The first two factors relate to a 
            lack of a well-validated and generally accepted set of 
            telephone survey questions.  Some of the questions, such as a 
            question on sexual orientation, would likely be included in 
            both surveys even in the absence of this bill; the inclusion 
            of other questions, even those that were included in 2009 
            surveys, is less certain.

            Additionally, as explained below, gender identity and 
            expression are complex constructs and may take additional time 
            to clarify, if people are unfamiliar with what is being asked, 
            which could further increase costs beyond the estimates 
            presented here. 

           COMMENTS  

           1)Rationale  .  Available data indicate that lesbian, gay, 
            bisexual and transgender (LGBT) people face health 
            disparities.  The author states that in spite of this, data on 
            sexual orientation, gender identity, and gender expression is 
            not systematically collected by state or federal surveys, and 
            the availability of such data can inform businesses, social 
            service agencies, community organizations, researchers, and 
            the public.  This bill seeks to take a step forward in 
            systematizing the collection of this data by requiring certain 
            questions to be asked on two statewide health surveys, as 
            explained below. 

          2)Statewide Health Surveys  .  








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              a)   California Health Interview Survey (CHIS)  . CHIS, a 
               telephone survey of over 50,000 Californians, is the 
               nation's largest health survey.  CHIS is conducted every 
               two years by the UCLA Center for Health Policy Research, in 
               collaboration with DPH and DHCS.  The last survey was 
               conducted in 2009.  CHIS is funded by a network of public 
               agencies and private organizations, and covers dozens of 
               health topics.  The 2009 survey included questions on 
               gender, sexual orientation, the gender of sexual partners, 
               and domestic partner status, but did not include specific 
               questions about gender identity or expression.  CHIS 
               generally asks questions that have already been validated 
               and used in other large surveys instead of developing 
               questions in-house.  This strategy helps facilitate 
               comparability with previously collected data, and helps 
               avoid significant costs and workload related to question 
               development, validation, and pilot testing.    

              b)   Behavioral Risk Factor Surveillance System (BRFSS)  .  The 
               Behavioral Risk Factor Surveillance System (BRFSS) is a 
               national, state-based system of telephone health surveys 
               that collects information on health risk behaviors, 
               preventive health practices, and health care access.  In 
               California, the survey is conducted by the Survey Research 
               Group of the DPH's Chronic Disease Surveillance and 
               Research Branch. The 2009 survey included questions on 
               gender, sexual orientation and marital status, but did not 
               include specific questions about gender identity or 
               expression nor domestic partner status.

           1)Background  .  There is consensus among health researchers that 
            data collection on LGBT health issues needs improvement.  This 
            year, an Institute of Medicine (IOM) committee that was 
            convened to assess the state of science on the health status 
            of LGBT populations recommended that more surveys collect data 
            about the demographics of these populations. Specifically, 
            they recommended data on sexual orientation and gender 
            identity be included in federally funded surveys.  

            The IOM committee also indicated that there is no generally 
            accepted and well-validated set of questions related to sexual 
            orientation and gender identity that can cover a variety of 
            situations. They conclude there is significant work to be done 
            to develop and validate measures that would make it easier for 








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            researchers to collect data on sexual orientation and gender 
            identity.  As such, they called on the National Institutes of 
            Health to support the development and standardization of such 
            measures.  

           2)Definitions  .  This bill requires data collection on sexual 
            orientation, gender identity and gender expression.  Data on 
            sexual orientation is commonly collected through surveys by 
            asking if an individual identifies as straight/heterosexual, 
            bisexual, or homosexual, and both CHIS and BRFSS already 
            collect sexual orientation data.  Although sexual orientation 
            is a relatively common construct, CHIS indicates that they 
            have ceased asking individuals over 70 years of age questions 
            about sexual orientation due to concern that these questions 
            were not understood and answered accurately.

            Gender identity and gender expression are more complex 
            constructs. Section 422.56 of the Penal Code defines the term 
            "gender" as sex, including a person's gender identity and 
            gender related appearance and behavior whether or not 
            stereotypically associated with the person's assigned sex at 
            birth.  Gender identity is defined as one's basic sense of 
            being a man, woman, or other gender (such as transgender).  
            Gender expression is the set of characteristics in appearance, 
            personality, and behavior culturally defined as masculine or 
            feminine.  Because constructs around gender identity and 
            expression are complex and multi-dimensional, it is unclear 
            precisely how many and what types of questions would need to 
            be added to the two surveys in order to meet the requirements 
            of this bill.  In addition, these types of questions may 
            require more clarification and explanation than, for example, 
            a question related to the presence of absence of a health 
            condition or behavior.

           3)Related Legislation  . SB 747 (Kehoe) requires a number of 
            different state licensed and certified health professionals to 
            take at least one continuing education (CE) course on the 
            provision of adequate care to lesbian, gay, bisexual, and 
            transgender (LGBT) individuals.  SB 747 is pending on the 
            suspense file of this committee.

           4)Prior Legislation  . AB 1878 (Lieu) in 2010 required the 
            Department of General Services (DGS) to revise all public 
            forms that collect demographic data to include information 
            related to sexual orientation, domestic partnership status, 








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            and gender identity.  AB 1878 was held on the Suspense File of 
            this committee.
           

           Analysis Prepared by  :    Lisa Murawski / APPR. / (916) 319-2081