BILL ANALYSIS                                                                                                                                                                                                    �



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          Date of Hearing:  June 26, 2012

                            ASSEMBLY COMMITTEE ON HEALTH
                              William W. Monning, Chair
                  SB 1246 (Ed Hernandez) - As Amended:  May 25, 2012

           SENATE VOTE  :  21-15
           
          SUBJECT  :  Health facilities: staffing.

           SUMMARY  :  Requires the Department of Public Health (DPH), during 
          its periodic inspections of hospitals, to review compliance with 
          existing nurse staffing ratios and patient classifications 
          systems.  Eliminates the requirement that DPH promulgate 
          regulations further defining criteria for assessing 
          administrative penalties for non-immediate jeopardy violations.  
          Specifically,  this bill  : 

          1)Requires that periodic DPH inspections of hospitals include a 
            review of compliance with nurse staffing ratios and patient 
            classification systems. 

          2)Codifies existing regulations requiring hospitals to develop, 
            maintain, and annually update patient classification systems.

          3)Codifies existing regulations requiring an annual review of 
            the reliability of the patient classification system by a 
            committee appointed by a hospital nursing administrator to 
            determine whether or not the patient classification system 
            accurately measures patient care needs.  

          4)Requires registered nurses appointed to the hospital's patient 
            classification review committee referenced in 3) above to be 
            selected by the collective bargaining agent, if the registered 
            nurses are represented.

          5)Eliminates the requirement that DPH promulgate regulations 
            further defining criteria for assessing administrative 
            penalties up to $25,000 for non-immediate jeopardy violations.

          6)Eliminates the requirement that DPH promulgate regulations 
            which allow higher immediate jeopardy violation penalty levels 
            to go into effect.

          7)Adds compliance with staffing requirements, including, but not 








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            limited to, patient classification systems and 
            nurse-to-patient ratios, to the existing criteria by which DPH 
            is required to consider to determine the amount of an 
            administrative penalty.

           EXISTING LAW  :  

          1)Establishes that DPH licenses and regulates health facilities.

          2)Requires DPH to inspect for compliance with state laws and 
            regulations during a state periodic inspection or at the same 
            time as a federal periodic inspection.  Requires, for general 
            acute care hospitals, acute psychiatric hospitals, and special 
            hospitals, the inspection to be conducted no less than once 
            every three years.
          3)Requires DPH to adopt regulations that establish minimum, 
            specific, and numerical licensed nurse-to-patient ratios, by 
            licensed nurse classification and by hospital unit, for 
            hospitals, and requires these ratios to constitute the minimum 
            number of registered and licensed nurses that must be 
            allocated.

          4)Establishes a structure under which DPH is permitted to assess 
            administrative fines to general acute care hospitals, acute 
            psychiatric hospitals, and special hospitals for violation of 
            any of their licensing laws and regulations.  Requires DPH to 
            promulgate regulations establishing the criteria to assess 
            these administrative penalties, and requires these criteria to 
            include, but not be limited to, the following:

             a)   The patient's physical and mental condition;
             b)   The probability and severity of the risk that the 
               violation presents to the patient;
             c)   The actual financial harm to patients, if any;
             d)   The nature, scope, and severity of the violation;
             e)   The facility's history of compliance with related state 
               and federal statutes and regulations;
             f)   Factors beyond the facility's control that restrict 
               their ability to comply with state law;
             g)   The demonstrated willfulness of the violation; and,
             h)   The extent to which the facility detected the violation 
               and took steps to immediately correct the violation and 
               prevent the violation from recurring.

          5)Defines "immediate jeopardy" as a situation in which a DPH 








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            licensee's noncompliance with one or more requirements of 
            licensure has caused, or is likely to cause, serious injury or 
            death to the patient.

          6)Permits DPH, on the effective date of the regulations required 
            above, to assess an administrative penalty against a general 
            acute care hospital, acute psychiatric hospital, and special 
            hospital, for a deficiency constituting an immediate jeopardy 
            violation, as defined, up to a maximum of $75,000 for the 
            first administrative penalty, up to $100,000 for the second 
            administrative penalty, and up to $125,000 for the third and 
            every subsequent administrative penalty. 

          7)Permits DPH, on the effective date of the regulations, to 
            assess an administrative penalty of up to $25,000 per 
            violation for those not deemed to constitute immediate 
            jeopardy.

          8)Prohibits DPH from assessing an administrative penalty for 
            minor violations.

          9)Permits DPH, prior to the effective date of the regulations 
            required above, to assess immediate jeopardy administrative 
            penalties of up $50,000 for the first administrative penalty, 
            up to $75,000 for the second administrative penalty, and up to 
            $100,000 for the third and every subsequent administrative 
            penalty.

          10)Requires DPH to have full discretion to consider all factors 
            when determining the amount of an administrative penalty.

           FISCAL EFFECT  :  According to the Senate Appropriations Committee 
          analysis of a previous version of this bill, the fiscal impact 
          will result in absorbable costs to review compliance with 
          staffing ratios and patient classification systems as part of 
          ongoing inspection activities.
           COMMENTS  : 

           1)PURPOSE OF THIS BILL.   According to the author, under existing 
            law, there is no specific mechanism to ensure that hospitals 
            are complying with nurse staffing ratios or patient 
            classification systems, nor do hospitals face any penalties 
            for failure to comply with these laws and regulations.  The 
            author maintains that this bill will strengthen the existing 
            nurse-to-patient staffing ratio requirements in California 








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            hospitals by requiring DPH to check for compliance during 
            regular periodic inspections, and by putting into effect 
            existing statutory penalty authority for DPH by removing the 
            requirement that DPH issue regulations. Additionally, the 
            author asserts that this bill codifies existing regulations 
            relating to patient classification systems, which has been a 
            requirement for hospitals for more than 15 years.

           2)NURSE STAFFING RATIOS AND PATIENT CLASSIFICATION SYSTEMS  .   In 
            2004, regulations implementing nurse-to-patient ratios in 
            California hospitals pursuant to AB 394 (Kuehl), Chapter 945, 
            Statutes of 1999, went into effect.  However, long before 
            California had specific nurse-to-patient ratios, hospitals 
            were required by regulation to establish a patient 
            classification system.  This patient classification system is 
            a method by which hospitals establish staffing requirements by 
            unit, patient, and shift, and includes a method by which the 
            amount of nursing care needed for each category of patient is 
            validated for each unit.

          The regulations implementing the AB 394 nurse-to-patient ratios 
            law set the minimum ratio of nurses to patient by unit, 
            including one-to-one in operating rooms, one-to-two in 
            intensive care units, and one-to-five in general 
            medical-surgical units.  These regulations also incorporated 
            the patient classification system requirement.  In essence, 
            the specific nurse-to-patient ratios establish the minimum 
            number of nurses by unit, while the patient classification 
            system determines whether there needs to be a higher level of 
            staffing beyond the minimum ratio after taking into 
            consideration factors such as the severity of the illness, the 
            need for specialized equipment and technology, and the 
            complexity of clinical judgment needed to evaluate the patient 
            care plan, among other factors.  The nurse-to-patient ratio 
            regulations require that the minimum ratios must be met at all 
            times.

          Finally, the regulations require the reliability of the patient 
            classification system for validating staffing requirements to 
            be reviewed at least annually by a committee appointed by the 
            nursing administrator to determine whether the system 
            accurately measures patient care needs.  At least half of the 
            members of this committee are required to be registered nurses 
            who provide direct patient care.









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           3)ADMINISTRATIVE PENALTY  .  Administrative penalties are civil 
            monetary penalties assessed against hospitals after an 
            investigation of a facility's non-compliance with licensure 
            that results in the finding of an immediate jeopardy 
            violation.  Immediate jeopardy incidents are investigated and 
            penalties are assessed by DPH's Licensing and Certification 
            Division.  All penalties collected are deposited in DPH's 
            Licensing and Certification Program Fund.  Facilities can 
            appeal administrative penalties by requesting a hearing within 
            10 calendar days of notification of the deficiency.  If a 
            hearing is requested, the penalties are to be paid when all 
            appeals have been exhausted and DPH's position has been 
            upheld.  In addition to the penalties, the facility is 
            required to implement a plan of correction to prevent future 
            incidents.

          SB 1312 (Alquist), Chapter 895, Statutes of 2006, gave DPH 
            (formerly Department of Health Services �DHS]) the authority 
            to assess administrative penalties for violations of the laws 
            pertaining to the licensing of hospitals.  Prior to SB 1312, 
            DPH had very limited authority to levy fines on hospitals that 
            violated state licensing laws.  SB 1312 created two levels of 
            penalties:  violations that constituted immediate jeopardy to 
            the health and safety of a patient, and violations that do not 
            constitute immediate jeopardy.  SB 541 (Alquist), Chapter 605, 
            Statutes of 2008, modified the administrative penalty 
            provisions, and increased the fine amounts.  Immediate 
            jeopardy violations are now subject to a fine of up to $50,000 
            for the first administrative penalty, $75,000 for the second 
            penalty, and up to $100,000 for the third and every subsequent 
            violation.  Once regulations are adopted by DPH, these 
            immediate jeopardy penalties will increase to up to $75,000 
            for the first penalty, $100,000 for the second penalty, and 
            $125,000 for the third and subsequent penalties. All other 
            violations (except minor violations, for which DPH is 
            prohibited from assessing a violation) are subject to a fine 
            of up to $25,000.  

           4)DPH TIMELINE FOR REGULATIONS  .  SB 1312 required DPH to 
            promulgate regulations establishing the criteria to assess 
            administrative penalties, and listed eight factors on which to 
            base the criteria, including the patient's physical and mental 
            condition, the nature, scope and severity of the violation, 
            and the demonstrated willfulness of the violation.  However, 
            DPH is authorized to assess immediate jeopardy penalties 








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            without waiting for the regulations; DPH does not have this 
            authority for non-immediate jeopardy violations.  Because DPH 
            has still not promulgated the regulations required by SB 1312, 
            DPH does not have the ability to assess the penalties of up to 
            $25,000 for violations that do not rise to the level of 
            immediate jeopardy.  However, according to DPH, regulations 
            are currently under development to provide this authority and 
            will be released for public comment in October 2012.  DPH 
            indicates that it expects that regulations will be filed with 
            the Secretary of State in May of 2013 with an effective date 
            in June of 2013.  The proposed regulations will provide 
            specific, clarifying guidelines to assess all administrative 
            penalty amounts.  
           
            5)SUPPORT  .  The United Nurses Associations of California/Union 
            of Health Care Professionals (UNAC/UHCP), an affiliate of the 
            American Federation of State, County and Municipal Employees 
            (AFSCME), AFL-CIO and the sponsors of this bill, writes in 
            support that this bill would protect patients by enforcing 
            existing laws and regulations regarding nurse staffing in 
            hospitals.  UNAC/UHCP argues that most of the requirements in 
            this bill have been in place for decades, yet DPH does not 
            survey for compliance with the requirements and cannot fine a 
            hospital that violates such requirements.  UNAC/UHCP asserts 
            that research indicates that staffing in compliance with the 
            nurse ratios required under California law improves patient 
            outcomes, yet DPH fails to assure patients of the protections 
            of law.  UNAC/UHCP argues that patients and nurses can no 
            longer wait for DPH to promulgate regulations and that the law 
            should be enforced and hospitals that fail to obey the law 
            should risk fines.  
                
            6)OPPOSITION  .  The California Hospital Association (CHA) and 53 
            hospitals across the state write in opposition that California 
            hospitals have been mandated to implement and maintain patient 
            classification systems for the past 16 years, and the practice 
            is considered a standard of care.  CHA states that DPH 
            routinely monitors hospital compliance during their periodic 
            inspections, and that surveyors use reasonable judgment and 
            just cause when surveying to identify areas of concern.  CHA 
            states that this may or may not include review of the patient 
            acuity classification system, and that additional mandatory 
            review of such practices as outlined in this bill is 
            unreasonable.  Finally, CHA is opposed to the requirement that 
            direct care nurses who are appointed to the patient 








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            classification committee be selected by the collective 
            bargaining agent, if there is one at the hospital.  CHA states 
            that hospitals are already required to have a patient 
            classification system committee with members appointed by the 
            Nursing Service Administrator.  CHA states that while it 
            agrees that patient acuity is a concept that is essential to 
            patient safety, patient acuity classification systems have 
            numerous limitations and cannot be the only metric used for 
            staffing and cannot guarantee adequate staffing.

          The California Nurses Association (CNA) writes in opposition 
            that this bill is ineffective because maintaining, reviewing, 
            and staffing according to the patient classification systems 
            as it reflects patient care needs for hospitals is already 
            current law.  CNA argues that the administrative penalties in 
            this bill are permissive and not mandatory watering down the 
            power of enforcement.  CNA asserts that they sponsored SB 554 
            (Yee) in 2011 that would have mandated administrative 
            penalties for multiple deficiency notices violating staffing 
            standards and mandated additional penalties for a facility's 
            failure to fulfill obligation under the Plan of Correction for 
            Notices of Deficiencies.  CNA argues that they held SB 554 in 
            abeyance in response to the Administration's request to allow 
            newly appointed administrative leadership to address concerns 
            through its administrative and regulatory authority.   
                 
            7)RELATED LEGISLATION  .  SB 554 (Yee) of 2011 would have required 
            DPH to inspect for compliance with nurse-to-patient staffing 
            ratios during periodic inspections of hospitals, similar to 
            this bill.  SB 554 also would have required DPH to inspect 
            hospitals that have been cited for deficiencies related to 
            nurse-to-patient staffing ratios for their compliance with the 
            plan of correction.  SB 554 also would have required DPH to 
            assess administrative penalties for violations of 
            nurse-to-patient staffing ratios and for failure to comply 
            with an approved plan of correction related to 
            nurse-to-patient ratios.  The penalties included a $10,000 
            penalty for the fourth and each subsequent violation of the 
            nurse-to-patient ratio requirements within a six-month period, 
            and $10,000 for the failure of the hospital to comply with an 
            approved plan of correction.  These provisions were later 
            amended out of the bill.  
             
           8)PREVIOUS LEGISLATION  :









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             a)   SB 541 (Alquist), Chapter 605, Statutes of 2008, 
               increased the level of administrative penalties DPH may 
               assess against hospitals, including for deficiencies that 
               constitute immediate jeopardy to the health or safety of 
               patients.  Requires health care facilities to prevent 
               unlawful or unauthorized access to use, or disclosure of, 
               patients' medical information, and to established 
               safeguards protecting the privacy of patients' medical 
               information.

             b)   SB 1312 (Alquist), Chapter 895, Statutes of 2006, 
               authorizes DHS (now DPH) to assess administrative penalties 
               on hospitals for deficiencies constituting immediate 
               jeopardy to the health and safety of a patient and those 
               that do not constitute immediate jeopardy to patients.

             c)   SB 360 (Yee) of 2009 would have required each new direct 
               care registered nursing hire to receive and complete an 
               orientation to the hospital and patient care unit in which 
               he or she will be working.  Would have prohibited nurses 
               who have not completed this orientation from being assigned 
               to direct patient care or be counted as staff in computing 
               nurse-to-patient ratios.  SB 360 was held under submission 
               in the Senate Appropriations Committee.

             d)   SB 1721 (Yee) of 2008 contained provisions that were 
               similar to the provisions of SB 360.  SB 1721 was held in 
               the Assembly Appropriations Committee.

             e)   SB 1760 (Kuehl), Chapter 148, Statutes of 2000, provides 
               a one-year extension for the adoption of regulations 
               establishing specified nurse-to-patient staff ratios in 
               health facilities.

             f)   AB 394 (Kuehl), Chapter 945, Statutes of 1999, requires 
               DPH to adopt regulations specifying nurse-to-patient 
               ratios, by unit, for general acute care hospitals, acute 
               psychiatric hospitals, and special hospitals.  Requires 
               hospitals to adopt written policies and procedures for 
               nursing staff training.  Provides that the ratios shall 
               constitute the minimum number of registered and licensed 
               nurses that must be provided; and, requires hospitals to 
               assign additional staff in accordance with a documented 
               patient classification system.









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           9)POLICY COMMENTS  .

             a)   Administrative regulations serve the important purpose 
               of assisting state agencies to implement and interpret the 
               law.  This bill eliminates the requirement in existing law 
               that DPH promulgate regulations for assessing hospital 
               administrative penalties up to $25,000 for non-immediate 
               jeopardy violations.  Absent this regulatory requirement, 
               clarifying information that further defines criteria for 
               assessing hospital administrative penalties for 
               non-immediate jeopardy violations will not be available.  
               The Committee may wish to suggest an amendment authorizing 
               a range of up to $25,000, with a minimum requirement of 
               $2,500, in order to signal to DPH that the intent of this 
               penalty is to be applied across the range and not to be 
               applied at the maximum amount for every violation.

             b)   The definition for "patient classification system" 
               currently in this bill is a partial reference to the 
               definition currently in regulations.  The author may wish 
               to either delete the reference to the definition in this 
               bill or amend this bill to codify the regulatory definition 
               in its entirety to avoid confusion.

           10)TECHNICAL AMENDMENTS  .

             a)   On page 4, line 31 delete (3) and insert: (c).

             b)   On page 6, line 5 and 6 delete reference to Article 3 of 
               Part 2 of Division 107 and instead insert:  Article 1 of 
               Chapter 2.5 of Part 2 of Division 107.

             c)   Reconcile the conflict between Health and Safety Code 
               Section 1280.3 currently in this bill and existing law 
               Health and Safety Code Section 1280.1.
           



          REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          American Federation of State, County and Municipal Employees, 
          AFL-CIO (co-sponsor)








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          United Nurses Association of California/Union of Health Care 
          Professionals (co-sponsor)
           
            Opposition 
           
          Adventist Health Central Valley Network
          Alhambra Hospital Medical Center
          Arroyo Grande Community Hospital
          Bakersfield Memorial Hospital
          Brotman Medical Center
          California Hospital Association
          California Nurses Association
          Centinela Hospital Medical Center
          Children's Hospital Central California
          Chinese Hospital
          Citrus Valley Health Partners
          Coalinga Regional Medical Center
          Coast Plaza Hospital
          College Hospital
          Colusa Regional Medical Center
          Community Hospital of Huntington Park
          Community Hospital of the Monterey Peninsula
          Community Medical Centers
          Cottage Health System
          Dominican Hospital
          Eastern Plumas Health Care
          El Centro Regional Medical Center
                                                                           Feather River Hospital
          Fremont-Rideout Health Group
          French Hospital Medical Center
          Glendale Adventist Medical Center 
          Glendale Memorial Hospital
          Health Services Los Angeles County
          Henry Mayo Newhall Memorial Hospital 
          Hollywood Presbyterian Medical Center 
          Hospital Corporation of America
          Kaweah Delta Health Care District 
          La Palma Intercommunity Hospital
          Long Beach Memorial/Miller Children's Hospital
          Los Alamitos Medical Center
          Madera Community Hospital
          Marian Regional Medical Center
          Mee Memorial Hospital
          MemorialCare Health System
          Mercy Hospital of Folsom








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          Mercy Hospitals of Bakersfield
          Mills-Peninsula Health Services
          Mission Hospital Mission Viejo 
          Montclair Hospital Medical Center
          Nursing Leadership Council
          Olympia Medical Center
          Orange Coast Memorial
          Petaluma Valley Hospital
          Pomona Valley Hospital
          Providence Health & Services Southern California
          Providence Little Company of Mary Medical Center San Pedro
          Queen of the Valley Medical Center
          Redwood Memorial Hospital
          Rideout Memorial Hospital
          Riverside Community Hospital
          Saddleback Memorial 
          Saint Agnes Medical Center
          Saint Francis Memorial Hospital
          San Gabriel Valley Medical Center
          San Gorgonio Memorial Hospital
          San Joaquin Community Hospital
          San Joaquin County Board of Supervisors
          Santa Rosa Memorial Hospital
          Seneca Healthcare District
          Sequoia Hospital
          Sharp HealthCare
          Sharp Memorial Hospital
          Shasta Regional Medical Center 
          Sierra Nevada Memorial Hospital
          Simi Valley Hospital
          Sonora Regional Medical Center
          St. Bernardine Medical Center
          St. Elizabeth Community Hospital
          St. Helena Hospital Clear Lake
          St. Helena Hospital Napa Valley
          St. Joseph Hospital Eureka
          St. Joseph Hospital Orange 
          St. Joseph's Behavioral Health Center
          St. Jude Medical Center Fullerton
          St. Mary Medical Center Long Beach
          St. Mary's Medical Center Antelope Valley
          St. Rose Hospital Hayward
          Stanford Hospital & Clinics
          Sutter Amador Hospital
          Sutter Delta Medical Center








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          Sutter Medical Center of Santa Rosa
          Torrance Memorial Medical Center
          Tulare Regional Medical Center
          Ukiah Valley Medical Center
          United Hospital Association
          West Anaheim Medical Center
          Western Medical Center Anaheim
          White Memorial Medical Center
          One Individual

           Analysis Prepared by  :    Tanya Robinson-Taylor / HEALTH / (916) 
          319-2097