BILL ANALYSIS                                                                                                                                                                                                    �







                      SENATE COMMITTEE ON PUBLIC SAFETY
                            Senator Loni Hancock, Chair              S
                             2011-2012 Regular Session               B

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          SB 1079 (Rubio)                                            9
          As Amended March 20, 2012 
          Hearing date:  April 24, 2012
          Penal Code
          SM:mc

                                MEDICAL CARE OF INMATES  

                                       HISTORY

          Source:  Author

          Prior Legislation: None

          Support: Unknown

          Opposition:American Civil Liberties Union; Equality California; 
                   Prison Law Office; Transgender Law Center; Friends 
                   Committee on Legislation; California Psychological 
                   Association; Lambda Legal; Transgender, GenderVariant, 
                   Intersex Justice; National Center for Lesbian Rights


                                        KEY ISSUES
           
          SHOULD THE EXISTING REGULATIONS BE CODIFIED REGARDING WHAT MEDICAL 
          PROCEDURES ARE NOT MEDICALLY NECESSARY AND THEREFORE MAY NOT BE 
          PROVIDED TO INMATES AT THE CALIFORNIA DEPARTMENT OF CORRECTIONS AND 
          REHABILITATION, EXCEPT AS SPECIFIED?

          SHOULD TREATMENT FOR SEXUAL DYSFUNCTION, FERTILITY, OR INFERTILITY, 
          GENDER REASSIGNMENT SURGERY, AND WEIGHT REDUCTION SURGERY BE ADDED 
          TO THE LIST OF TREATMENTS THAT ARE NOT MEDICALLY NECESSARY AND 




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          THEREFORE MAY NOT BE PROVIDED TO INMATES, EXCEPT AS SPECIFIED?




                                       PURPOSE

          The purpose of this bill is to (1) codify the existing 
          regulations regarding what medical procedures are not medically 
          necessary and thus may not be provided to inmates at the 
          California Department of Corrections and Rehabilitation (CDCR), 
          except as specified; and (2) add to the list of treatments that 
          are not medically necessary and may not be provided to inmates, 
          except as specified, treatment for sexual dysfunction, 
          fertility, infertility, gender reassignment surgery, or weight 
          reduction surgery.
          
           Current law  provides that CDCR shall only provide medical 
          services for inmates which are based on medical necessity and 
          supported by outcome data as effective medical care.  In the 
          absence of available outcome data for a specific case, treatment 
          will be based on the judgment of the physician that the 
          treatment is considered effective for the purpose intended and 
          is supported by diagnostic information and consultations with 
          appropriate specialists.  Treatments for conditions which might 
          otherwise be excluded may be allowed pursuant to section 
          3350.1(d).

          For the purposes of this article, the following definitions 
          apply:

                 "Medically Necessary" means health care services that 
               are determined by the attending physician to be reasonable 
               and necessary to protect life, prevent significant illness 
               or disability, or alleviate severe pain, and are supported 
               by health outcome data as being effective medical care.
                 "Outcome Study" means the definition, collection and 
               analysis of comparable data based on variations in 
               treatment concerning patient health assessment for purposes 




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               of improving outcomes and identifying cost-effective 
               alternatives.
                 "Outcome Data" mean statistics such as diagnoses, 
               procedures, discharge status, length of hospital stay, 
               morbidity and mortality of patients that are collected and 
               evaluated using science-based methodologies and expert 
               clinical judgment for purposes of outcome studies.
                 "Severe pain" means a degree of discomfort that 
               significantly disables the patient from reasonable 
               independent function.
                 "Significant illness and disability" means any medical 
               condition that causes or may cause, if left untreated, a 
               severe limitation of function or ability to perform the 
               daily activities of life or that may cause premature death. 
                (Title 15 Cal. Code of Regs. � 3350.)

           Current law  provides that treatment refers to attempted curative 
          treatment and does not preclude palliative therapies to 
          alleviate serious debilitating conditions such as pain 
          management and nutritional support.  Treatment shall not be 
          provided for the following conditions:

                 Conditions that improve on their own without treatment.  
               Examples include, but are not limited to:

                  o         Common cold.
                  o         Mononucleosis.
                  o         Viral hepatitis A.
                  o         Viral pharyngitis.
                  o         Mild sprains.

                 Conditions that are not readily amenable to treatment, 
               including, but not limited to, those which may be made 
               worse by treatment with conventional medication or surgery, 
               and those that are so advanced in the disease process that 
               the outcome would not change with existing conventional or 
               heroic treatment regimens.  Examples include, but are not 
               limited to:





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                  o         Multiple organ transplants.
                  o         Temporomandibular joint dysfunction.
                  o         Grossly metastatic cancer.

                 Conditions that are cosmetic.  Examples include, but are 
               not limited to:

                  o         Removal of tattoos.
                  o         Removal of nontoxic goiter.
                  o         Breast reduction or enlargement.
                  o         Penile implants.

                 Surgery not medically necessary shall not be provided.  
               Examples include, but are not limited to:

                  o         Castration.
                  o         Vaginoplasty (except for cystocele or 
                    rectocele).
                  o         Vasectomy.
                  o         Tubal ligation.

                 Services that have no established outcome on morbidity 
               or improved mortality for acute health conditions shall not 
               be provided.  Examples include, but are not limited to:

                  o         Acupuncture.
                  o         Orthoptics.
                  o         Pleoptics.

                 Treatment for those conditions that are excluded within 
               these regulations may be provided in cases where all of the 
               following criteria are met:

                  o         The inmate's attending physician or dentist 
                    prescribes the treatment.
                  o         The service is approved by the medical 
                    authorization review committee, or the dental 
                    authorization review committee, and the health care 
                    review committee.  The decision of the review 




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                    committee, as applicable, to approve an otherwise 
                    excluded service shall be based on:

                       �              Available health and dental care 
                         outcome data supporting the  effectiveness of the 
                         services as medical or dental treatment.
                       �              Other factors, such as:

                                               Coexisting medical or 
                              dental problems.
                                               Acuity.
                                               Length of the inmate's 
                              sentence.
                                               Availability of the 
                              service.
                                               Cost.  (15 Cal. Code of 
                              Regs. � 3350.1.)

           This bill  would codify the regulations detailed above and would 
          add to the list of procedures deemed not medically necessary 
          which shall not be provided:

                 Treatment for sexual dysfunction, fertility, or 
               infertility.
                 Gender reassignment surgery.
                 Weight reduction surgery.


                    RECEIVERSHIP/OVERCROWDING CRISIS AGGRAVATION
                                      ("ROCA")
          
          In response to the unresolved prison capacity crisis, since 
          early 2007 it has been the policy of the chair of the Senate 
          Committee on Public Safety and the Senate President pro Tem to 
          hold legislative proposals which could further aggravate prison 
          overcrowding through new or expanded felony prosecutions.  Under 
          the resulting policy known as "ROCA" (which stands for 
          "Receivership/Overcrowding Crisis Aggravation"), the Committee 
          has held measures which create a new felony, expand the scope or 




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          penalty of an existing felony, or otherwise increase the 
          application of a felony in a manner which could exacerbate the 
          prison overcrowding crisis by expanding the availability or 
          length of prison terms (such as extending the statute of 
          limitations for felonies or constricting statutory parole 
          standards).  In addition, proposed expansions to the 
          classification of felonies enacted last year by AB 109 (the 2011 
          Public Safety Realignment) which may be punishable in jail and 
          not prison (Penal Code section 1170(h)) would be subject to ROCA 
          because an offender's criminal record could make the offender 
          ineligible for jail and therefore subject to state prison.  
          Under these principles, ROCA has been applied as a 
          content-neutral, provisional measure necessary to ensure that 
          the Legislature does not erode progress towards reducing prison 
          overcrowding by passing legislation which could increase the 
          prison population.  ROCA will continue until prison overcrowding 
          is resolved.

          For the last several years, severe overcrowding in California's 
          prisons has been the focus of evolving and expensive litigation. 
           On June 30, 2005, in a class action lawsuit filed four years 
          earlier, the United States District Court for the Northern 
          District of California established a Receivership to take 
          control of the delivery of medical services to all California 
          state prisoners confined by the California Department of 
          Corrections and Rehabilitation ("CDCR").  In December of 2006, 
          plaintiffs in two federal lawsuits against CDCR sought a 
          court-ordered limit on the prison population pursuant to the 
          federal Prison Litigation Reform Act.  On January 12, 2010, a 
          three-judge federal panel issued an order requiring California 
          to reduce its inmate population to 137.5 percent of design 
          capacity -- a reduction at that time of roughly 40,000 inmates 
          -- within two years.  The court stayed implementation of its 
          ruling pending the state's appeal to the U.S. Supreme Court.  

          On May 23, 2011, the United States Supreme Court upheld the 
          decision of the three-judge panel in its entirety, giving 
          California two years from the date of its ruling to reduce its 
          prison population to 137.5 percent of design capacity, subject 




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          to the right of the state to seek modifications in appropriate 
          circumstances.  Design capacity is the number of inmates a 
          prison can house based on one inmate per cell, single-level 
          bunks in dormitories, and no beds in places not designed for 
          housing.  Current design capacity in CDCR's 33 institutions is 
          79,650.

          On January 6, 2012, CDCR announced that California had cut 
          prison overcrowding by more than 11,000 inmates over the last 
          six months, a reduction largely accomplished by the passage of 
          Assembly Bill 109.  Under the prisoner-reduction order, the 
          inmate population in California's 33 prisons must be no more 
          than the following:

           167 percent of design capacity by December 27, 2011 (133,016 
          inmates);
           155 percent by June 27, 2012;
           147 percent by December 27, 2012; and
           137.5 percent by June 27, 2013.
            
           This bill  does not aggravate the prison overcrowding crisis 
          described above under ROCA.


                                      COMMENTS

          1.  Need for This Bill  

          According to the author:

               The California Department of Corrections and 
               Rehabilitation (CDCR) currently has existing 
               regulations specifying medically appropriate 
               treatments based on medical necessity and outcome 
               data.  These regulations can be found in Cal. Admin. 
               Code title 15 Section 3350.  However, there are no 
               statutes to hold the department accountable for 
               providing medically unnecessary care. 





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               In addition, California inmate Lyralisa Stevens-in the 
               midst of serving a 50 year sentence for murder-sued 
               the state for failing to provide a gender reassignment 
               surgery, an operation that can cost up to $50,000.  In 
               September 2011, the 1st District Court of Appeal in 
               San Francisco denied her request, but only after two 
               years of expensive litigation.

               This bill, as proposed to be amended, would hold the 
               CDCR accountable by clarifying into law the medically 
               appropriate treatments for inmates.  It would further 
               expand those regulations to include three additional 
               procedures: gender reassignment surgery, weight 
               reduction surgery and treatment for sexual 
               dysfunction, fertility, or infertility. Finally, this 
               bill would eliminate costly, unnecessary litigation 
               between the state and inmates regarding acceptable 
               medical procedures.  

          2.  The Effect of Codifying Existing Regulations  

          One effect of this bill would be to place in statute definitions 
          of what treatments are considered to be medically unnecessary 
          and which CDCR will therefore be not provide to inmates.  
          Currently, those definitions are contained in the Department's 
          regulations.  Regulations derive their authority from statute 
          and have the force of law, but may be changed by the Department 
          making application to the Office of Administrative Law.  This is 
          much less difficult than the legislative process, allowing the 
          Department more flexibility to adapt to new or changing 
          circumstances.  Most importantly, amending regulations which 
          govern an executive branch agency is an executive branch 
          function and does not require action by the Legislature.  
          Therefore, placing these regulatory rules into statute would 
          make any future changes to the definition of what is considered 
          medically necessary a matter for the Legislature to determine.  
          Members may wish to consider whether these decisions should be 
          made by the affected Department, based on the advice of its 
          medical staff, or by members of the Legislature.  If the 




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          Legislature is to decide what constitutes a medical necessity 
          and which specific medical treatments should be prohibited to 
          state prison inmates, will this cause the issue to become unduly 
          politicized?  Could this become a perennial issue, with the 
          Legislature being asked to determine in successive pieces of 
          legislation whether one medical procedure or another should be 
          prohibited to inmates?

          SHOULD THE LEGISLATURE DETERMINE WHAT MEDICAL TREATMENTS WILL BE 
          PROVIDED TO INMATES?

          3.  Banning Specific Medical Treatments  

          In addition to codifying these regulations, this bill would 
          modify the current regulations by specifically providing that 
          the following treatments are medically unnecessary:

                 Treatment for sexual dysfunction, fertility, or 
               infertility.
                 Gender reassignment surgery.
                 Weight reduction surgery.

          At present, CDCR does not provide gender reassignment surgery 
          for inmates.  However, it does provide inmates suffering from 
          Gender Identity Disorder (GID) with hormone therapy where the 
          inmate began that therapy before entering prison.  Recently an 
          inmate in California unsuccessfully sued to force CDCR to 
          provide gender reassignment surgery.  (Stevens (Lyralisa Lavena) 
          on Habeas Corpus., 2011 Cal. LEXIS 13191 (Cal. Dec. 21, 2011).)  
          According to the author, one purpose of this bill is to help 
          prevent such lawsuits in the future.  However, because the issue 
          involved in denying this treatment to inmates is whether this 
          violates the federal Constitution's guarantee against cruel and 
          unusual punishment, this is ultimately an issue that will be 
          decided by the courts.  This was made clear when the Federal 
          Court of Appeal for the Seventh Circuit recently found a 
          Wisconsin statute that prohibited both hormone therapy and 
          gender reassignment surgery for GID to be an unconstitutional 
          violation of the ban on cruel and unusual punishments:  




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               The legislators who approved �the Inmate Sex Change 
               Prevention Act] may have honestly believed they were 
               improving prison security, but courts "retain� ] an 
               independent constitutional duty to review factual 
               findings where constitutional rights are at stake."  
               (Fields v. Smith, 653 F.3d 550, 558 (7th Cir. Wis. 
               2011), citation omitted.)

          In Fields, supra, the court found that GID is a serious medical 
          condition requiring adequate treatment.  "Surely, had the 
          Wisconsin legislature passed a law that DOC inmates with cancer 
          must be treated only with therapy and pain killers, this court 
          would have no trouble concluding that the law was 
          unconstitutional.  Refusing to provide effective treatment for a 
          serious medical condition serves no valid penological purpose 
          and amounts to torture."  (Fields v. Smith, supra, 653 F.3d at 
          556.)  Because the medical aspects of this disorder are not 
          widely known, the Court's review of the District Court's 
          findings are included here in some detail:

               Plaintiffs' experts testified that, collectively, they 
               had treated thousands of patients with GID and 
               published numerous peer-reviewed articles and books on 
               the subject.  One expert had specifically studied 
               transsexuals in the correctional setting.  These 
               experts explained that GID can cause an acute sense 
               that a person's body does not match his or her gender 
               identity.  Even before seeking treatment and from an 
               early age, patients will experience this dysphoria and 
               may attempt to conform their appearance and behavior 
               to the gender with which they identify.

               The feelings of dysphoria can vary in intensity.  Some 
               patients are able to manage the discomfort, while 
               others become unable to function without taking steps 
               to correct the disorder.  A person with GID often 
               experiences severe anxiety, depression, and other 
               psychological disorders.  Those with GID may attempt 




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               to commit suicide or to mutilate their own genitals.

               The accepted standards of care dictate a gradual 
               approach to treatment beginning with psychotherapy and 
               real life experience living as the opposite gender.  
               For some number of patients, this treatment will be 
               effective in controlling feelings of dysphoria.  When 
               the condition is more severe, a doctor can prescribe 
               hormones, which have the effect of relieving the 
               psychological distress.  Hormones also have physical 
               effects on the body.  For example, males may 
               experience breast development, relocation of body fat, 
               and softening of the skin.  In the most severe cases, 
               sexual reassignment surgery may be appropriate.  But 
               often the use of hormones will be sufficient to 
               control the disorder.

               When hormones are withdrawn from a patient who has 
               been receiving hormone treatment, severe complications 
               may arise.  The dysphoria and associated psychological 
               symptoms may resurface in more acute form.  In 
               addition, there may be severe physical effects such as 
               muscle wasting, high blood pressure, and neurological 
               complications.  All three plaintiffs in this case 
               experienced some of these effects when DOC doctors 
               discontinued their treatment following the passage of 
               Act 105.

               Plaintiffs also called Dr. David Burnett, the DOC's 
               Medical Director, and Dr. Kevin Kallas, the DOC Mental 
               Health Director, to testify at trial.  These officials 
               explained that, prior to the enactment of Act 105, 
               hormone therapy had been prescribed to some DOC 
               inmates, including plaintiffs.  DOC policies did not 
               permit inmates to receive sex reassignment surgery.  
               Drs. Kallas and Burnett served on a committee of DOC 
               officials that evaluated whether hormone therapy was 
               medically necessary for any particular inmate.  
               Inmates are not permitted to seek any medical 




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               treatment outside the prison, regardless of their 
               ability to pay. The doctors testified that they could 
               think of no other state law or policy, besides Act 
               105, that prohibits prison doctors from providing 
               inmates with medically necessary treatment.  (Fields 
               v. Smith, 653 F.3d 550, 553-554 (7th Cir. 2011), 
                                              footnotes omitted.)

          As noted above, the Wisconsin statute banned the provision of 
          either hormone therapy or gender reassignment surgery to 
          inmates.  The Court of Appeal upheld the trial court's order 
          which struck down that law in its entirety stating: 

               The district court also specifically referenced its 
               prior finding that the constitutional violation 
               stemmed from "removing 'even the consideration of 
               hormones or surgery.'"  We agree.  (Fields v. Smith, 
               supra, at 559 (7th Cir. 2011).)

          Whether the federal courts in the 9th Circuit will agree with 
          the 7th Circuit is unknown.  
          Whether this bill is enacted, however, is unlikely to prevent 
          the matter from being litigated.

          4. Argument in Opposition  

          The Prison Law Office states:

               The U. S. District Court required the CDCR to 
               relinquish management of the prison system's medical 
               care program to a Federal Receiver approximately six 
               years ago. The Court recently directed the parties in 
               that action, Plata v. Brown, to meet and confer 
               regarding planning for the post-Receivership phase of 
               the case.  No date for the Receivership's termination 
               has been set, however.  The Legislature should defer 
               action on this issue until the Federal Receivership is 
               resolved. 





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               SB 1079 would bar California state prisoners from 
               receiving specified types of medical care deemed by 
               the Legislature to be "not medically necessary" and 
               would include treatment for pain only to "alleviate 
               severe pain."  Among the conditions for which 
               treatment would be barred is temporomandibular joint 
               dysfunction, a syndrome "characterized by chronic or 
               acute musculoskeletal pain with dysfunction of the 
               masticatory system."1 According to medical literature, 
               surgery can be an effective option for patients who do 
               not respond to medical management and have significant 
               internal joint derangement. Id. Denial of this 
               treatment for appropriate patients may violate the 
               Eighth Amendment. 

               Additionally, the bill deems "medically unnecessary" 
               the provision of several types of treatment regularly 
               prescribed by medical doctors to effectuate gender 
               transition as a treatment for transgender individuals 
               diagnosed with gender dysphoria or gender identity 
               disorder (GID).  All of the leading medical 
               associations-including the American Medical 
               Association, the American Psychological Association, 
               the American Academy of Family Physicians, and the 
               American Congress of Obstetricians and 
               Gynecologists-have recognized that gender transition 
               can be a crucial element of treatment for gender 
               dysphoria.2  The National Commission on Correctional 
               Health Care issued a position statement in 2010 
               stating that "The health risks of overlooking the 
               particular needs of transgender inmates are so severe 
               that acknowledgment of the problem and policies that 
               assure appropriate and responsible provision of health 
               care are needed." The statement advises that 
               "�d]etermination of treatment necessary for 
               transgender patients should be on a case-by-case 
               basis" and that "there should be no blanket 
               administrative or other policies that restrict 
               specific medical treatments for transgender people."3




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               SB 1079 would prevent physicians treating CDCR 
               patients from determining whether a medically 
               recognized procedure is medically necessary for his or 
               her patient.  Such a bar would violate the principle 
               that, under the Eighth Amendment, decisions regarding 
               treatment for a prisoners' serious medical need must 
               be based upon the needs of the individual patient, 
               rather than a blanket rule applied to all prisoners.4 
               Moreover, the Seventh Circuit Court of Appeals in 




               August 2011 held unconstitutional a very similar 
               Wisconsin statute known as the "Inmate Sex Change 
               Prevention Act."  The appeals court concluded that 
               "�r]efusing to provide effective treatment for a 
               serious medical condition serves no valid penological 
               purpose and amounts to torture."5 As this proposed law 
               is in all relevant aspects indistinguishable from the 
               unconstitutional Wisconsin statute, it would similarly 
               violate the U.S. Constitution.


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          1  
          http://www.uptodate.com/contents/temporomandibular-joint-dysfunction-syndrome?source=search_result&search=temperomand
          ibular+joint+dysfunction&selectedTitle=1~150.  
          2  See Lambda Legal, Professional Organization Statements 
          Supporting Transgender People in Health Care, 
          http://www.lambdalegal.org/sites/default/files/publications/
          downloads/fs_professional-org-statements-supporting-trans-he
          alth_1.pdf (compiling statements by medical associations).
          3  National Commission on Correctional Health Care, 
          Position Statement: Transgender Health Care in Correctional 
          Settings (adopted Oct. 18, 2009). Available at 
          http://ncchc.org/resources/statements/transgender.html.
          4  Allard v. Gomez (9th Cir. 2001) 9 Fed. Appx. 793, 795.
          5  Fields v. Smith, 653 F.3d 550, 556 (7th Cir. 2011).