BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                  SB 1136|
          |Office of Senate Floor Analyses   |                         |
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                                 THIRD READING


          Bill No:  SB 1136
          Author:   Steinberg (D)
          Amended:  4/16/12
          Vote:     21

           
           SENATE HEALTH COMMITTEE  : 9-0, 4/25/12
          AYES:  Hernandez, Harman, Alquist, Anderson, Blakeslee, De 
            Le�n, DeSaulnier, Rubio, Wolk

           SENATE APPROPRIATIONS COMMITTEE  :  7-0, 5/24/12
          AYES:  Kehoe, Walters, Alquist, Dutton, Lieu, Price, 
            Steinberg


           SUBJECT  :    Health:  mental health:  Mental Health Services 
          Act

           SOURCE  :     Author


           DIGEST  :    This bill makes many changes to the Mental 
          Health Services Act (Proposition 63 of 2004) to clarify 
          existing law, codify existing practice, or reorganize state 
          activities.

           ANALYSIS  :    

           Deputy Director of Mental Health and Substance Use Disorder 
          Services in the Department of Health Care Services (DHCS)
           
          Existing law requires the Governor, with the consent of the 
          Senate, to appoint the Director of the Department of Mental 
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          Health (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 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.
          
          Changes to Human Resources, Education and Training Programs 
          provisions of the Mental Health Services Act (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.

          This bill:

          1.Shifts state MHSA workforce education and training 
            administrative functions from DMH to the Office of 
            Statewide Health Planning and Development (OSHPD).

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

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            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.

           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:

                 To increase access to underserved groups;
                 To increase the quality of services, including 
               better outcomes;
                 To promote interagency collaboration; and
                 To increase access to services.

          1.Requires county mental health programs to receive funds 
            for their innovation programs upon approval by the 
            Oversight and Accountability Commission (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:

                     Increase access to underserved groups,
                     Increase the quality of services, including 
                 measurable outcomes,
                     Promote interagency and community 
                 collaboration, or
                     Increase access to services; and

             A.   Support innovative approaches by doing one of the 
               following:


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                     Introducing new mental health practices or 
                 approaches, including, but not limited to, 
                 prevention and early intervention,

                     Making a change to an existing mental health 
                 practice or approach, including, but not limited to, 
                 adaptation for a new setting or community, or

                     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.

           Prevention and Early Intervention (PEI) programs in MHSA


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           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.

           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 California 

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               Mental Health Planning 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

             5.   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.
           
           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 

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            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 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.

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

          2.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.

          3.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.

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


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

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

           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 

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            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.

           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.

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           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.

           Background
           
          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.

          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 (Assembly Budget 
          Committee), 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 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 

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          for state administration from five 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.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes   
          Local:  No

          According to the Senate Appropriations Committee, ongoing 
          cost of $200,000 per year to establish a new Deputy 
          Director position (including staff support) in the 
          Department of Health Care Services (Mental Health Services 
          Fund).

           SUPPORT  :   (Verified  5/23/12)

          California Council of Community Mental Health Agencies
          Disabilities Rights in California
          Mental Health America of California 


           ARGUMENTS IN 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.


          CTW:nl  5/25/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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