BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE COMMITTEE ON HEALTH
                          Senator Ed Hernandez, O.D., Chair

          BILL NO:       SB 1136
          AUTHOR:        Steinberg
          AMENDED:       April 16, 2012
          HEARING DATE:  April 25, 2012
          CONSULTANT:    Bain

           SUBJECT  :  Health: mental health: Mental Health Services Act.
           
          SUMMARY  : Transfers Mental Health Service Act (MHSA) functions 
          from Department of Mental Health (DMH) to the Department of 
          Health Care Services (DHCS) and the Office of Statewide Health 
          Planning and Development (OSHPD). Requires county mental health 
          program and expenditure plans to be adopted by the county board 
          of supervisors and submitted to the Mental Health Services 
          Oversight and Accountability Commission (OAC), and requires 
          county plans to be certified by the county mental health 
          director and the county auditor controller as complying with the 
          MHSA. Authorizes the OAC, in collaboration with DHCS and in 
          consultation with specified entities, to work in designing a 
          comprehensive joint plan for a coordinated evaluation of client 
          outcomes in the community-based mental health system, and 
          requires the Health and Human Services Agency (Agency) to lead 
          this comprehensive joint plan effort.  Permits prevention and 
          early intervention funds to be used to broaden the provision of 
          community-based mental health services, and codifies Innovation 
          Program project requirements. Authorizes the appointment, 
          subject to Senate confirmation, of a Deputy Director of Mental 
          Health and Substance Use Disorder Services within DHCS.

          Overview
          This bill makes changes to the MHSA enacted through voter 
          approval of Proposition 63 of the November 2, 2004, ballot. 
          Proposition 63 levied an additional tax at the rate of 1 percent 
          on that portion of a taxpayer's taxable income in excess of $1 
          million to fund county mental health programs. Revenue from the 
          tax and interest from the tax levied by the MHSA are projected 
          to be $1.117 billion in 2012-13. 

          There have been significant changes to the MHSA and state 
          funding and administration of mental health programs enacted 
          through health budget trailer bills in 2011. In addition, there 
          are significant changes proposed by the Administration as part 
          of the 2012-13 budget.
                                                         Continued---



          SB 1136 | Page 2





          Due to the state's fiscal condition, in March 2011, the 
          Legislature enacted a one-time funding shift of Proposition 63 
          funds, and made several permanent changes to the MHSA. For the 
          2011-12 fiscal year only, AB 100 (Committee on Budget), Chapter 
          5, Statutes of 2011, amended the MHSA to allocate, on a one-time 
          basis, $861 million in MHSA funds to counties to support the 
          Early and Periodic Screening, Diagnosis, and Treatment (EPSDT) 
          Program, Medi-Cal Specialty Mental Health Managed Care, and 
          mental health services provided to special education students. 
          In addition to the one-time funding shift of MHSA funding, AB 
          100 also made changes to MHSA administration, including reducing 
          the percentage amount available from MHSA revenues for state 
          administration from 5 percent to 3.5 percent, requiring monthly 
          distributions from the MHSA Fund, having the state (instead of 
          DMH) administer the MHSA Fund, and having the OAC provide 
          technical assistance to counties. When AB 100 was enacted, it 
          was assumed follow-up legislation would be enacted to address 
          several issues left unresolved by that measure.

          This year, the 2012-13 proposed Governor's January Budget 
          creates the Department of State Hospitals, eliminates DMH, and 
          transfers community mental health programs and functions to six 
          departments and entities.

          The author indicates the purpose of this bill is to clarify 
          local and state responsibilities as well as procedures and terms 
          of the MHSA which are necessary due to restructuring of the 
          public mental health system at both the local and state levels 
          which began last year. Further, the author indicates this 
          legislation is necessary to clarify the MHSA in light of the 
          issues left temporarily unresolved by AB 100, and is intended to 
          be in lieu of the MHSA-related provisions of the trailer bill 
          language submitted as part of the Governor's 2012-13 Budget 
          proposal. 

          Deputy Director of Mental Health and Substance Use Disorder 
          Services in DHCS
           Existing law  :  Requires the Governor, with the consent of the 
          Senate, to appoint the Director of DMH. Existing law authorizes 
          the Governor, upon recommendation of the director, to appoint a 
          Chief Deputy Director of DMH who is required to hold office at 
          the pleasure of the Governor. 
           
          This bill  :  Authorizes the Governor or the Director of DHCS to 
          appoint, subject to Senate confirmation, a Deputy Director of 




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          3


          

          Mental Health and Substance Use Disorder Services within DHCS. 
          This bill requires the salary for the Deputy Director to be 
          fixed in accordance with law.  

           The author indicates that the reason for this change is that the 
          merger of community-based mental health services, including 
          Medi-Cal Specialty Mental Health Managed Care, the EPSDT 
          Program, and MHSA services into DHCS is a substantial 
          undertaking. To ensure accountability to the public and the 
          Legislature, the author makes this position subject to Senate 
          confirmation.  
           
           Changes to Human Resources, Education and Training Programs 
          provisions of the MHSA
           Existing law  :
          1.    Requires, through MHSA, county mental health program to 
            submit to DMH a needs assessment identifying its shortages in 
            each professional and other occupational category in order to 
            increase the supply of professional staff and other staff that 
            county mental health programs anticipate they will require in 
            order to provide the increase in services projected to serve 
            additional individuals and families.

          2.    Requires DMH to identify the total statewide needs for 
            each professional and other occupational category and to 
            develop a five-year education and training development plan.  
            Requires subsequent plans to be adopted every five years.  

          3.    Requires each five-year plan to be reviewed and approved 
            by the California Mental Health Planning Council (Council).

           This bill  :
          1.Shifts state MHSA workforce education and training 
            administrative functions from DMH to OSHPD.

          2.Requires OSHPD to work in coordination with the California 
            Mental Health Planning Council (Council) in identifying the 
            currently required statewide needs for each professional and 
            occupation category, and would require the statewide needs 
            assessment to use county needs assessment information. 

          3.Establishes April 1, 2014 as the due date for the next 
            five-year plan.

          The author indicates the purpose of the above-described 




          SB 1136 | Page 4




          provision is to clarify provisions regarding workforce 
          development and planning by linking the county needs assessment 
          information with the five-year plan, while continuing the 
          existing role of the Council in this effort. The author argues 
          linking the county needs assessment to the five-year plan will 
          assist in ensuring that the workforce information provided by 
          the counties is utilized more comprehensively by the state. 
          Additionally, this bill also identifies the due date of the next 
          five-year plan (April 1, 2014), and designates OSHPD to lead 
          this effort. The author states the existing five-year plan is in 
          effect until 2013, and it has typically taken a year for 
          counties to provide their local assessment of need and for the 
          state to analyze this information and then produce a final 
          report. The author concludes designating OSHPD as the lead state 
          entity in this effort in lieu of the DMH is consistent with the 
          Governor's proposal.

          Innovative Programs under MHSA  
          Existing law :
          1.Requires, through the MHSA, county mental health programs to 
            develop plans for Innovative Programs to be funded under the 
            MHSA. Requires the Innovative Programs to have the following 
            purposes:
             a.    To increase access to underserved groups;
             b.    To increase the quality of services, including better 
               outcomes;
             c.    To promote interagency collaboration; and
             d.    To increase access to services.

          1.    Requires county mental health programs to receive funds 
            for their innovation programs upon approval by the OAC.

           This bill  :
          1.    Requires all projects included in the innovative program 
            portion of the county plan to meet the following requirements:
             a.   Address one of the following purposes as its primary 
               purpose:
                  i.        Increase access to underserved groups,
                  ii.       Increase the quality of services, including 
                    measurable outcomes,
                  iii.      Promote interagency and community 
                    collaboration, or
                  iv.       Increase access to services; and
             b.   Support innovative approaches by doing one of the 
               following:
                  i.        Introducing new mental health practices or 




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                    approaches, including, but not limited to, prevention 
                    and early intervention,
                  ii.       Making a change to an existing mental health 
                    practice or approach, including, but not limited to, 
                    adaptation for a new setting or community, or
                  iii.      Introducing a new application to the mental 
                    health system of a promising community-driven practice 
                    or an approach that has been successful in non-mental 
                    health contexts or settings.

          1.Permits an innovative project to affect virtually any aspect 
            of mental health practices or assess a new or changed 
            application of a promising approach to solving persistent, 
            seemingly intractable mental health challenges, including, but 
            not limited to, any of the following:
             a.   Administrative, governance, and organizational 
               practices, processes, or procedures;
             b.   Advocacy;
             c.   Education and training for service providers, including 
               nontraditional mental health practitioners;
             d.   Outreach, capacity building, and community development;
             e.   System development;
             f.   Public education efforts;
             g.   Research; and
             h.   Services and interventions, including prevention, early 
               intervention, and treatment.

          1.Requires, if an innovative project has proven successful and 
            county chooses to continue it, the project work plan to 
            transition to another category of funding as appropriate. 

          2.Requires county health programs to  expend  funds (rather than 
             receive  funds under existing law) for their innovation 
            programs upon approval by the OAC.

          The author indicates the purpose of these provisions is to 
          clarify the framework for content of projects to be included in 
          Innovative Programs, which increases the ability for oversight 
          by the public and the Legislature. The author states this 
          framework reflects guidelines adopted by the OAC. The purpose of 
          placing these requirements in statute is to increase the 
          public's knowledge of these provisions, to enable all involved 
          entities, including the Legislature, OAC, counties, and local 
          communities to actively engage in how to utilize these programs 
          within the community mental health service system and to 




          SB 1136 | Page 6




          increase accountability regarding the expenditure of these funds 
          by having statute more clearly reflect what should be included 
          in the projects. In addition, this bill also authorizes counties 
          to expend funds for Innovative Programs upon approval by the OAC 
          to streamline the expenditure of funds. Previously, the counties 
          would only receive an allocation of funds from the OAC.

          Prevention and Early Intervention (PEI) programs in MHSA  
          Existing law  :  Requires DMH to establish a PEI program designed 
          to prevent mental illnesses from becoming severe and disabling; 
          requires the PEI program to emphasize improving timely access to 
          services for underserved populations; and requires the program 
          to include specified components.

           This bill  :
          1.Transfers state administration of PEI from DMH to DHCS.

          2.Permits PEI funds to be used to broaden the provision of 
            community-based mental health services by adding PEI services 
            or activities to these services.

          3.Requires DHCS, instead of DMH in existing law, to revise 
            program elements applicable to all county mental health 
            programs, and requires DHCS to do so consistent with OAC 
            guidelines.

          The author indicates this change requires DHCS, in coordination 
          with the counties, to establish PEI programs, which assist in 
          facilitating a stronger partnership at both the state and local 
          levels and strengthens the role of the counties in ensuring a 
          consistent, statewide program for PEI. The author also states 
          that this bill clarifies that PEI funds can be used to 
          strengthen existing community-based mental health programs by 
          adding PEI services or activities to these existing programs. 
          This purpose of this change is to provide counties with greater 
          clarity in how they choose to structure local mental health 
          services. The author states the proposed change also reinforces 
          the role of the OAC by acknowledging their existing involvement 
          with PEI Program oversight by stating that any DHCS revisions to 
          PEI Programs must be consistent with OAC guidelines.

          The author states OAC has established guidelines but existing 
          statute does not directly spell out this fundamental aspect. The 
          intent of these changes is to strengthen and acknowledge the 
          partnership of the DHCS, counties and OAC in overseeing and 
          administering these important PEI programs.




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          Mental Health Services Oversight and Accountability Commission
           Existing law  :  Establishes OAC to oversee the Adult and Older 
          Adult Mental Health System of Care Act, Human Resources, 
          Education, and Training Programs, Innovative Programs, PEI 
          Programs, and the Children's Mental Health Services Act. The OAC 
          consists of 16 voting members, and it has the authority to hire 
          staff within the funding allocated. The OAC is required to 
          administer its operations separate and apart from DMH.

           This bill  :  Replaces references to DMH to DHCS, and provides new 
          authority for OAC, as follows to:
            1.  Assist in providing technical assistance to accomplish the 
              purposes of MHSA, the Adult and Older Adult Mental Health 
              System of Care Act and the Children's Mental Health Services 
              Act, in collaboration with DHCS and in consultation with the 
              California Mental Health Directors Association (CMHDA);
            2.  Work in collaboration with DHCS and the Council, and in 
              consultation with CMHDA, in designing a comprehensive joint 
              plan for a coordinated evaluation of client outcomes in the 
              community-based mental health system, as defined. Requires 
              Agency to lead this comprehensive joint plan effort;
            3.  Use data obtained from DHSC and OSHPD for training, 
              technical assistance and accountability;
            4.  Develop strategies to overcome discrimination (in addition 
              to stigma in existing law); and  
           
          Requires OAC to ensure the perspective and participation of 
          individuals  at-risk for  severe mental illness, in addition to 
          individuals  suffering from  severe mental illness and their 
          family members.  

           The author states this bill continues and expands the ongoing 
          role of the OAC in several ways. First, it acknowledges the need 
          for the OAC to continue to provide technical assistance 
          regarding the MHSA, which is now even more crucial as the 
          community mental health system evolves with the 2011 Realignment 
          and pending federal health care reform. Second, it allows the 
          OAC to obtain data from the DHCS and OSHPD as these entities are 
          performing new functions involving the MHSA. Third, this bill 
          authorizes the OAC to be actively involved in designing a joint 
          plan for evaluation of the community-based mental health system.

          The author states the OAC is presently conducting evaluations of 
          selected community-mental health system components and needs to 




          SB 1136 | Page 8




          be involved in an overall framework, particularly because of its 
          MHSA expertise. Further, this bill includes the OAC as a joint 
          partner in the establishment of performance outcomes, in 
          collaboration with CMHDA. The author argues the independence, 
          oversight and expertise of the OAC needs to continue and is a 
          key component of the success of the MHSA.

          This bill also authorizes the design of a comprehensive joint 
          plan for a coordinated evaluation of client outcomes in the 
          community-based mental health system. The purpose of this change 
          is to utilize the leadership role of Agency to focus existing 
          evaluation efforts and to plan for additional future efforts so 
          that a shared evaluation framework can be identified and used. 
          This will facilitate the identification and use of valid and 
          reliable data for evaluation efforts and will enable all 
          involved entities to share resources when applicable and share 
          programmatic expertise more readily.  
           
           Integrated Plans for Prevention, Innovation, and System of Care 
          Services
           Existing law  :  Requires, through MHSA, each county mental health 
          program to prepare and submit a three-year plan. The plan must 
          include specified components dealing with programs for mental 
          illness.

           This bill  :
          1.Requires county mental health program three-year Integrated 
            Plans for Prevention, Innovation, and System of Care Services 
            to be both program and expenditure plans, and requires 
            counties to submit annual updates to these plans that are 
            adopted by the county board of supervisors to OAC within 30 
            days of adoption.

          2.Requires the three-year program and expenditure plan to be 
            based on available unspent funds and estimated revenue 
            allocations provided by the state and in accordance with 
            established stakeholder engagement and planning requirements, 
            and requires the annual updates to include the elements 
            required in the three-year plans.

          3.Requires the three-year program and expenditure plans and 
            annual updates to additionally include:
             a.   Certification by the county mental health director, 
               which ensures that the county has complied with all 
               pertinent regulations, laws, and statutes of the MHSA, 
               including stakeholder participation and nonsupplantation 




                                                            SB 1136 | Page 
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               requirements; and
             b.   Certification by the county mental health director and 
               by the county auditor controller that the county has 
               complied with any fiscal accountability requirements as 
               directed by DHCS and that all expenditures are consistent 
               with the requirements of the MHSA.

          4.Requires DHCS to annually inform CMHDA and OAC of the 
            methodology used for revenue allocation to the counties.

          5.Repeals the requirement that DMH, in consultation with CMHDA, 
            OAC and Council, inform counties of the amounts of funds 
            available for services to children under the Children's Mental 
            Health Services Act and to adults and seniors under the Adult 
            and Older Adult Mental Health System of Care Act.

          6.    Requires county mental health programs to prepare 
            expenditure plans for Innovative Programs and for PEI 
            programs, in addition to the expenditure plans required under 
            existing law.

          7.    Requires program and expenditure plans to be developed in 
            consultation with providers of alcohol and drug services and 
            health care organizations.

          8.    Deletes the requirement that DMH establish requirements 
            for the content of plans.

          9.    Requires the performance outcomes for services to be 
            established jointly by DHCS and OAC, in collaboration with 
            CMHDA, instead of DMH under existing law.

          The author states that the purpose of the above-described 
          changes is to modify the integrated plan approval process to 
          ensure community participation, oversight and accountability, as 
          follows: first, these provisions clarify that the integrated 
          three-year plan means a program and expenditure plan, and the 
          change ensures that the substance of the plan includes both. 
          Second, it requires a county board of supervisors to adopt the 
          integrated three-year program and expenditure plan, along with 
          annual updates to provide local accountability and to streamline 
          the expenditure of funds so that dollars are directed to 
          services and supports. State oversight of these plans is also 
          ensured by requiring the integrated three-year program and 
          expenditure plans and annual updates to be provided to OAC 




          SB 1136 | Page 10




          within 30 days after adoption.

          To ensure accountability to the provisions of the MHSA, as part 
          of the county board of supervisors approval process, the author 
          states this bill requires both the county mental health Director 
          and county Auditor Controller to certify compliance with key 
          provisions of MHSA. Specifically, the mental health director 
          must certify that all pertinent regulations, laws and statutes 
          of MHSA, including stakeholder participation and 
          nonsupplantation requirements of MHSA are met, and the county 
          Auditor Controller must certify that expenditures are consistent 
          with the requirements of MHSA.

          This bill also deletes language from AB 100 regarding the DMH 
          not issuing guidelines prior to January 1, 2012. The author 
          states the reason for this deletion is this prohibition is no 
          longer applicable because DMH is proposed to be abolished as of 
          June 30, 2012, and because AB 100 lowered the state 
          administrative expenditure cap from 5 percent of the annual MHSA 
          revenues to 3.5 percent, so state staff is not available to 
          issue guidelines.

          This bill also modifies existing statute regarding the amount of 
          funds available for services to children and adults by requiring 
          DHCS to inform CMHDA and OAC of the methodology used for revenue 
          allocations to the counties overall in lieu of the amounts of 
          funds available. The author states this bill simplifies that 
          process. 

          Finally, the author states these provisions clarify that 
          performance outcomes are to be established jointly by DHCS and 
          OAC in collaboration with the CMHDA, when DMH previously had 
          this sole responsibility. The author states that including DHCS 
                                       and OAC ensures that all MHSA components are addressed in the 
          performance outcomes, and it is important to recognize the role 
          of the counties in this process, which is not addressed in 
          existing law.

          Mental Health Services Act Fund
           Existing law  :  Establishes the MHSA Fund in the state Treasury, 
          and continuously appropriates funds for mental health-related 
          purposes. 

           This bill  :  Includes Innovative Programs within the continuous 
          appropriation and eliminates the requirement that DHSC consult 
          with DMH in seeking federal Medicaid approvals.




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          11


          

          The author indicates that the purpose of the continuous 
          appropriation change is to clarify that Innovative Programs are 
          also included in the expenditure of funds, and to make 
          conforming changes to reflect the shift of program 
          responsibility from DMH to DHCS. The author and OAC indicate the 
          inclusion of Innovative Programs within the continuous 
          appropriation is a technical conforming change and reflects 
          existing practice.

          MHSA funding distributions
          
           ----------------------------------------------------------------- 
          |Policy     |Existing Law              |This Bill                 |
          |Issue      |                          |                          |
          |-----------+--------------------------+--------------------------|
          |Controller |Requires the Controller   |Requires the Controller's |
          |distributio|to distribute all         |distribution to be        |
          |n of MHSA  |unexpended and unreserved |pursuant to a methodology |
          |funds to   |funds on deposit in the   |provided by DHCS.         |
          |Local      |state MHSA Fund to each   |                          |
          |Mental     |Local Mental Health       |                          |
          |Health     |Services Fund on or       |                          |
          |Services   |before the 15th day of    |                          |
          |Fund       |each month.               |                          |
          |-----------+--------------------------+--------------------------|
          |Funds from |Requires funding          |Requires counties to base |
          |MHSA       |distributions to be based |their expenditures on the |
          |           |on amounts specified in   |county mental health      |
          |           |the county mental health  |program's three-year plan |
          |           |program's three-year plan |or annual update.         |
          |           |or update.                |                          |
          |-----------+--------------------------+--------------------------|
          |Allocations|Allocate funds from the   |Requires counties to use  |
          | of MHSA   |MHSA Fund for specified   |funds distributed from    |
          |funds      |purposes.                 |the MHSA Fund for         |
          |           |                          |specified purposes.       |
          |-----------+--------------------------+--------------------------|
          |PEI        |Permits the allocation    |Permits the expenditure   |
          |allocation |for PEI to increase in    |for PEI to increase in    |
          |increase   |any county which DMH      |any county which DMH      |
          |in         |determines that the       |determines that the       |
          |counties   |increase will decrease    |increase will decrease    |
          |           |the need and cost for     |the need and cost for     |
          |           |additional services to    |additional services to    |
          |           |severely mentally ill     |severely mentally ill     |




          SB 1136 | Page 12




          |           |persons in that county by |persons in that county by |
          |           |an amount at least        |an amount at least        |
          |           |commensurate with the     |commensurate with the     |
          |           |proposed increase.        |proposed increase.        |
          |-----------+--------------------------+--------------------------|
          |State      |Permits the statewide     |Repeals this provision.   |
          |allocation |allocation for PEI to be  |                          |
          |increase   |increased whenever OAC    |                          |
          |           |determines that all       |                          |
          |           |counties are receiving    |                          |
          |           |all necessary funds for   |                          |
          |           |services to severely      |                          |
          |           |mentally ill persons and  |                          |
          |           |have established prudent  |                          |
          |           |reserves and there are    |                          |
          |           |additional revenues       |                          |
          |           |available in the Fund.    |                          |
          |-----------+--------------------------+--------------------------|
          |Funds      |Requires, prior to making |Requires, prior to making |
          |reserved   |the allocations for       |the allocations for WET,  |
          |for state  |workforce, education and  |capital facilities and    |
          |entities.  |training (WET), capital   |technological needs, PEI  |
          |           |facilities and            |and county mental health  |
          |           |technological needs, PEI  |programs, funds to be     |
          |           |and county mental health  |reserved for the costs    |
          |           |programs, funds to be     |for DHCS, Council, OAC,   |
          |           |reserved for the costs    |OSHPD, and the Department |
          |           |for DMH, Council, and OAC |of Public Health (DPH),   |
          |           |to implement all duties   |to implement all duties   |
          |           |under these programs.     |under these programs.     |
          |           |                          |                          |
          |           |Caps these state          |Includes these additional |
          |           |administrative costs at   |state entities within the |
          |           |3.5 percent of the total  |3.5 percent cost cap.     |
          |           |of annual revenues        |                          |
          |           |received for the Fund.    |                          |
           ----------------------------------------------------------------- 
          The purpose of these changes is to clarify that expenditures by 
          the counties are based on the integrated three-year program and 
          expenditure plan or annual update and to clarify that the State 
          Controller distributes funds pursuant to a methodology provided 
          by the DHCS. The author argues state oversight by the 
          administrating department is needed to maintain integrity of 
          MHSA Fund distributions and expenditures. In addition, the 
          changes clarify that 20 percent of funds distributed to counties 
          must be used for PEI Programs, and this bill makes technical 




                                                            SB 1136 | Page 
          13


          

          corresponding changes which are consistent with MHSA in the 
          expenditure of PEI funds. 

          In addition, this bill also adds DHCS, OSHPD, and DPH and any 
          other state agency to the list of state entities to be funded 
          and included in the 3.5 percent state administrative cost cap. 
          The author states this change is consistent with the shift of 
          responsibilities to DHCS, OSHPD and DPH in performing functions 
          which previously were conducted by the DMH, and also recognizes 
          that other state entities (such as Department of Veterans 
          Affairs) presently utilize MHSA funds for specified services.

          Lead state department for community-based mental health 
          programs, MHSA regulation development, and services to children 
          with severe mental illness
           Existing law  :
          1.Requires DMH to implement the mental health services provided 
            thorough the Adult and Older Adult Mental Health System of 
            Care, for Innovative Programs, and PEI Programs through 
            contracts with county mental health programs. Requires DMH to 
            establish PEI programs to prevent mental illness from becoming 
            severe and disabling. Requires county mental health programs 
            to contract with DMH for services to children with severe 
            mental illness.

          2.Requires the state to develop regulations as necessary for DMH 
            and the OAC or designated state and local agencies to 
            implement the MHSA.  

           This bill  :
          1.Transfers these functions from DMH to DHCS, and allows DHCS 
            and OSHPD to enter into contracts, instead of DMH in existing 
            law.

          2.Requires DHCS (instead of DMH) to contract with county mental 
            health programs for the provision of services to children with 
            severe mental illness.

          3.Requires DHCS (instead of the state) in consultation with OAC, 
            to develop regulations.

          The author states this bill maintains the existing performance 
          contracting requirements as enacted in MHSA. The author states 
          the Governor's proposed trailer bill legislation eliminates this 
          requirement, and the author believes it is important to continue 




          SB 1136 | Page 14




          the performance contracting provisions in order to maintain 
          appropriate state oversight and the integrity of MHSA. In 
          addition, this bill makes conforming changes by listing DHCS and 
          OSHPD, instead of DMH, to reflect the proposed transfer.

          The author indicates the purpose of this change shifting 
          regulatory authority to DHCS (instead of DMH) is to make a 
          conforming change consistent with the shift to DHCS made by this 
          bill. In addition, this change requires coordination with OAC 
          because they have an integral role in MHSA oversight, 
          specifically of the Innovation Programs and PEI program 
          provisions.

          Annual MHSA Revenue and Expenditure Report
           Existing regulations  :  Require counties to submit to DMH an 
          Annual MHSA Revenue and Expenditure Report (Report), consisting 
          of specified components, including administrative expenditures, 
          program expenditures, and one-time expenditures. 
          
           This bill  :
          1.Requires DHCS, in consultation with OAC and CMHDA, to develop 
            and administer instructions for the Report.

          2.Requires this Report to be submitted electronically to DHCS 
            and OAC. Requires the purpose of the Report is as follows:
             a.   Identify the expenditures of MHSA funds that were 
               distributed to each county;
             b.   Quantify the amount of additional funds generated for 
               the mental health system as a result of the MHSA;
             c.   Identify unexpended funds and interest earned on MHSA 
               funds; and
             d.   Determine reversion amounts, if applicable, from prior 
               fiscal year distributions.

          1.Requires this report is intended to provide information that 
            allows for the evaluation of all of the following:
             a.   Children's System of Care;
             b.   PEI strategies;
             c.   Innovative Programs;
             d.   Workforce education and training;
             e.   Community services and supports; and
             f.   Adult and Older Adult Mental Health System of Care.

          The author states counties presently provide DMH and OAC the 
          Report, and the above language codifies the Report. The author 
          argues codifying the Report ensures its ongoing nature and 




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          15


          

          provides for transparency of the funding by individual counties 
          for both local and state oversight.

          Amendments to MHSA
           Existing law  :  Permits amendments to all provisions of MHSA by a 
          two-thirds vote of the Legislature so long as such amendments 
          are consistent with and further the intent of MHSA. Existing law 
          permits the Legislature, by majority vote, to add provisions to 
          clarify procedures and terms including the procedures for the 
          collection of the tax surcharge imposed by MHSA.

           This bill  :  Makes legislative finding and declarations that this 
          bill clarifies procedures and terms of MHSA within the meaning 
          of MHSA.

          The author indicates his office has been in extensive contact 
          with Legislative Counsel to assist in ensuring that the contents 
          of this bill meet these MHSA requirements and that a majority 
          vote of the Legislature is needed for passage of this 
          legislation.

           FISCAL EFFECT  :  This bill has not been analyzed by a fiscal 
          committee.

          COMMENTS  :  
           1.Author's statement. According to the author, California's 
            community-based public mental health system is undergoing 
            significant evolution due to transformative changes resulting 
            from MHSA, pending implementation of the 2011 Realignment of 
            Medi-Cal Specialty Mental Health Services, the restructuring 
            of state administration, and near-term opportunities for 
            expanded behavioral health coverage under the federal 
            Affordable Care Act. 
            These dynamic changes require a fine-tuning of MHSA, which 
            invigorates the role of the independent OAC, straightens the 
            framework for Innovative Programs and PEI Programs, reflects 
            the new responsibilities of DHCS, and establishes a 
            partnership for designing a strong, outcome-focused evaluation 
            framework. This legislation is necessary to ensure the 
            integrity of the MHSA for diverse constituents to be engaged 
            at the local level for the development and completion of 
            county-based integrated three-year program and expenditure 
            plans.

            It provides for both local accountability and necessary state 




          SB 1136 | Page 16




            oversight of key programmatic and fiscal components of MHSA to 
            ensure a balanced approach for dollars to be directed to 
            mental health services as directed by the voters, to ensure a 
            focus on consumer empowerment in designing services, and to 
            renew efforts at collectively evaluating client outcomes.

            The legislation is necessary to clarify MHSA in light of these 
            changes, as well as the need to clarify roles and 
            responsibilities left temporarily unresolved with the 
            enactment of AB 100. 

          2.Support. The California Council of Community Mental Health 
            Agencies and Mental Health America of California write in 
            support that this bill makes important improvements to MHSA 
            including the improvement and clarification of state oversight 
            to achieve the goals of MHSA.
          
          3.Support if amended. CMHDA states that, with a few important 
            exceptions, this bill clarifies and streamlines administrative 
            requirements in MHSA, consistent with the state budget adopted 
            last year, as well as with 2011 Realignment, which moves 
            decisions closer to the people. CMHDA strongly supports 
            several provisions of this bill, including the elimination of 
            unnecessary bureaucracy, a streamlined funding distribution 
            process, strong local oversight of MHSA planning, 
            expenditures, and services and an integrated approach to state 
            and local evaluation, accountability, and data 
            collection/reporting. 

          Specifically, CMHDA indicates it supports the provisions of this 
            bill deleting the requirement that the state establish 
            requirements for the content of county MHSA plans as MHSA 
            clearly outlines the required elements of the plan and 
            updates, and DMH in recent years, has annually released 
            lengthy guidance to counties for development of local plans 
            and updates, which have proven administratively burdensome and 
            cumbersome for local stakeholders to navigate. CMHDA states 
            the deletion of this unnecessary, additional layer will allow 
            more effective local program planning for the expenditure of 
            funds and delivery of critical services. Additionally, CMHDA 
            supports the bill's provision deleting the current limitation 
            that statewide PEI allocations can be increased only when OAC 
            determines counties are receiving all necessary funds for 
            services for severely mentally ill persons, have established 
            prudent reserves, and have additional revenues available in 
            the fund as this deletion will allow for more local 




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          17


          

            flexibility in determining how to expend funds and design 
            services to meet community needs. CMHDA also supports the 
            provision of this bill allowing PEI funds to be used to 
            broaden the provision of community-based mental health 
            services, the provisions of this bill that further strengthen 
            local oversight authority by requiring the three-year program 
            and expenditure plans and updates be adopted by local Boards 
            of Supervisors and submitted to the OAC, and the provisions of 
            this bill clarifying the plan submission process for counties 
            and their stakeholders, while providing for important 
            oversight by local elected officials. CMHDA states this gives 
            local stakeholders an important opportunity to work with both 
            their local mental health boards and boards of supervisors to 
            ensure an inclusive planning process and appropriate 
            expenditure of funds.

            CMHDA expresses concerns about several provisions of this 
            bill. First, CMHDA expresses a concern regarding the 
            requirement in this bill that DHCS annually inform CMHDA and 
            OAC of the methodology used for revenue allocation to the 
            counties, and the requirement the State Controller use the 
            methodology provided by DHCS for revenue allocation to the 
            counties. CMHDA states the language implies that DHCS will 
            also determine the methodology, and it requests an amendment 
            to require CMHDA be consulted in the development of this 
            methodology.
          
            CMHDA also expresses concern with the required Annual MHSA 
            Revenue and Expenditure Report contained in this bill, stating 
            the Report is currently required of counties under DMH 
            regulations but was not a requirement in the original MHSA. 
            CMHDA indicates it would prefer that this level of specificity 
            as to administrative reporting be handled by state agencies 
            and counties administratively, rather than codified in state 
            law. CMHDA also seeks to specify the information in the Report 
            is to be used for evaluation purposes. Third, CMHDA expresses 
            concern over the codification of the Innovative Programs 
            language in this bill, stating the language in this bill 
            places into state law a level of specificity and 
            micromanagement that concerns counties. CMHDA argues the 
            codification of guidelines may limit local flexibility and 
            creativity and asks this provision of the bill be deleted. 
            CMHDA also suggests placing the provisions of this bill 
            authorizing a coordinated evaluation of outcomes in the 
            community-based mental health system be relocated in the bill, 




          SB 1136 | Page 18




            and Council be consulted as part of the development of 
            performance outcomes.
          
          4.Concerns. The California Psychological Association (CPA) 
            indicates it has worked with professional schools of 
            psychology and the California Psychology Internship Council to 
            secure programming and funding for pre-licensed psychologists 
            from the MHSA WET funds. CPA states MHSA workforce, education 
            and training is proposed to be transferred to OSHPD, and CPA 
            would like to ensure the program and funds continue under the 
            proposed transfer.

           SUPPORT AND OPPOSITION  :
          Support:  California Council of Community Mental Health Agencies
                    Mental Health America of California 
                    
          Oppose:   None received.

                                      -- END -