BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                  SB 1246|
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                              UNFINISHED BUSINESS


          Bill No:  SB 1246
          Author:   Hernandez (D)
          Amended:  7/5/12
          Vote:     21

           
           SENATE HEALTH COMMITTEE  :  5-2, 4/18/12
          AYES:  Hernandez, Alquist, De Le�n, DeSaulnier, Wolk
          NOES:  Harman, Anderson
          NO VOTE RECORDED:  Blakeslee, Rubio

           SENATE APPROPRIATIONS COMMITTEE  :  5-2, 5/24/12
          AYES:  Kehoe, Alquist, Lieu, Price, Steinberg
          NOES:  Walters, Dutton

           SENATE FLOOR  :  21-15, 5/29/12
          AYES:  Alquist, Anderson, Corbett, De Le�n, DeSaulnier, 
            Hancock, Hernandez, Kehoe, Leno, Lieu, Liu, Lowenthal, 
            Negrete McLeod, Padilla, Pavley, Price, Simitian, 
            Steinberg, Vargas, Wolk, Wright, Yee
          NOES: Berryhill, Blakeslee, Calderon, Cannella, Correa, 
            Dutton, Emmerson, Fuller, Gaines, Harman, Huff, La Malfa, 
            Strickland, Walters, Wyland
          NO VOTE RECORDED:  Evans, Rubio, Runner

           ASSEMBLY FLOOR  :  48-23, 8/21/12 - See last page for vote


           SUBJECT  :    Health facilities:  staffing

           SOURCE  :     American Federation of State, County and 
          Municipal 
                        Employees 
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                      United Nurses Associations of California/Union 
          of Health 
                        Care Professionals


           DIGEST  :    This bill requires periodic inspections by the 
          Department of Public Health (DPH) to include a review of 
          compliance with nurse staffing ratios and patient 
          classification systems, and eliminates a requirement that 
          DPH promulgate regulations further defining the criteria 
          for assessing administrative penalties, thereby allowing 
          existing fine authority to go into effect.

           Assembly Amendments  delete language that states this bill 
          would provide that a failure to maintain and to comply with 
          the requirements of a patient classification system may be 
          subject to an administrative penalty and add requiring 
          general acute care hospitals to maintain a patient 
          classification system.  The amendments repeal Section 
          1280.1 of the Health and Safety code and make other 
          technical changes.

           ANALYSIS  :    

          Existing law:

          1. Licenses and regulates health facilities by DPH.

          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.


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          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 the facility's ability to comply with 
                state law.

             G.    The demonstrated willfulness of the violation.

             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. 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. 

          6. Permits DPH, on the effective date of the regulations, 
             to assess an administrative penalty of up to $25,000 per 

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             violation for those not deemed to constitute immediate 
             jeopardy.

          7. Prohibits DPH from assessing an administrative penalty 
             for minor violations.

          8. Defines "immediate jeopardy" as a situation in which the 
             licensee's noncompliance with one or more requirements 
             of licensure has caused, or is likely to cause, serious 
             injury or death to the patient.

          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.

          This bill:

          1.Requires that periodic DPH inspections of hospitals to 
            ensure compliance with state laws and regulations shall 
            include a review of compliance with nurse staffing ratios 
            and patient classification systems.

          2.Codifies existing regulations requiring hospitals to 
            maintain, and annually update, a patient classification 
            system, including regulations requiring the annual 
            updating to be done by a review committee appointed by 
            the nursing administration, at least one-half of which is 
            required to be registered nurses who provide direct 
            patient care.

          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. 


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          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 not less than $2,500 and not to 
            exceed $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 limited to, nurse-to-patient ratios, to the 
            existing criteria by which DPH is required to consider to 
            determine the amount of an administrative penalty.

           Background
           
           Nurse to patient 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 

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          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.

           DPH enforcement of nurse-to-patient staffing requirements  .  
          At an October 20, 2010 hearing of the Senate Health 
          Committee on DPHs implementation of recent patient safety 
          legislation, DPH testified that it does not inspect for 
          compliance with nurse-to-patient staffing ratios in the 
          course of regular and periodic inspections of hospitals.  
          DPH stated that if it identifies quality-of-care problems 
          during routine inspections, survey staff may look at 
          nurse-to-patient staffing ratios to determine if the 
          hospitals' compliance with the ratios is a factor.  DPH 
          also stated that it conducts large numbers of complaint 
          investigations alleging violations of nurse-to-patient 
          staffing ratios, and that it assigns these complaints a 
          higher priority for investigation because of the potential 
          for patients to be receiving inadequate care.  

          According to DPH, it has issued 465 deficiencies since 
          January 2004 related to nurse-to-patient staffing ratios, 
          and has issued two hospitals penalties of $25,000 each for 
          staffing violations that it determined constituted 
          immediate jeopardy to patients, i.e. caused, or could have 
          cause injury or death to patients.  DPH stated that it 
          conducts follow-up surveys of these deficiencies, on a case 
          by case basis, depending on the hospital's compliance 
          history and the extent of the impact on patient care of the 
          deficiencies, but does not routinely conduct follow-up 
          surveys to determine if hospitals are complying.

          In response to concerns that it was not routinely 

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          inspecting hospitals for compliance with patient safety 
          requirements, DPH in 2010 developed a Patient Safety 
          Licensing Survey, which it uses to assess hospitals' 
          compliance with the requirements of 11 patient safety 
          statutes enacted since 2006 during regular and periodic 
          inspections.  Among the requirements that DPH surveys for 
          compliance on a regular basis are those pertaining to 
          hospital infection control procedures and practices and 
          discharge planning procedures.  Compliance with hospital 
          nurse-to-patient staffing requirements is not part of the 
          patient safety survey.

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

          According to the Assembly Appropriations Committee:

           Increased staff costs for DPH's Licensing and 
            Certification division to check compliance with staffing 
            standards would likely cost $50,000 to $100,000 annually. 
            Costs could be higher if more complicated methods are 
            necessary to check compliance with staffing standards. 
            These costs would be fully offset by increased licensure 
            fees, which are updated annually to reflect actual 
            workload. 

           Unknown, potentially significant fee-supported special 
            fund costs associated with appeals for non-immediate 
            jeopardy penalties. If 100 non-immediate jeopardy 
            deficiencies resulted in fines that resulted in appeals, 
            increased costs to the Licensing and Certification Fund 
            of $1.8 million annually. 

            The actual number of appeals depends on the number of 
            deficiencies, the number of fines, and the likelihood of 
            hospitals appealing the fines. These variables are 
            unknown given a lack of history of assessing fines for 
            this type of violations. Hospitals indicate they would be 
            more likely to appeal if this bill were enacted, than if 
            the protocols for assessing non-immediate jeopardy fine 
            levels were developed through regulation. 

           Potential increased penalty revenue in the millions, or 
            potentially tens of millions of dollars. Penalty revenue 

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            may be increased for two reasons: immediate jeopardy 
            violations will have higher maximum penalty levels under 
            this bill as compared to the status quo, and DPH may 
            begin assessing penalties for other (non-immediate 
            jeopardy) violations under this bill sooner than they 
            would otherwise. 

            The issuance of regulations by DPH as required by current 
            law would also lead to similar increases in penalty 
            revenue. By removing the requirement for regulations, 
            this bill may accelerate enforcement and assessment of 
            penalties by six months to several years, depending on 
            when regulations would otherwise be finalized. 

            Penalty revenues collected for violations of state law 
            are deposited into the Internal Departmental Quality 
            Improvement Account, and may be expended for internal 
            quality improvement activities in the Licensing and 
            Certification Program. 

           SUPPORT  :   (Verified  5/25/12) (unable to reverify at time 
          of writing)

          American Federation of State, County and Municipal 
          Employees (co-source)
          United Nurses Associations of California/Union of Health 
              Care Professionals (co-source)

           OPPOSITION  :    (Verified  5/25/12) (unable to reverify at 
          time of writing)

          California Hospital Association

           ARGUMENTS IN SUPPORT  :    United Nurses Associations of 
          California/Union of Health Care Professionals (UNAC/UHCP), 
          the sponsor of this bill, states that this bill would 
          protect consumers by enforcing existing laws and 
          regulations regarding nurse staffing in hospitals. 
          UNAC/UHCP states that DPH does not survey for compliance 
          with staffing requirements and cannot fine a hospital that 
          violates such requirements.  According to UNAC/UHCP, over 
          the last decade, a considerable body of academic literature 
          has established that staffing in compliance with the 
          nurse-to-patient ratios required under California law 

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          improves patient outcomes, yet DPH fails to assure patients 
          of the protections of law by failing to survey for 
          compliance with ratios and patient classification systems.  
          Additionally, UNAC/UHCP states that DPH has failed to avail 
          itself of the intermediate sanctions because of its abject 
          failure to move regulations forward.  While UNAC/UHCP 
          understands that DPH has plans to adopt a variety of 
          regulations over the next decade, UNAC/UHCP argues that 
          patients can't wait and the law should be enforced.
          
           ARGUMENTS IN OPPOSITION  :    The California Hospital 
          Association (CHA) opposes this bill, stating 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 outline in this bill is unreasonable.  CHA 
          also states that the $100,000 immediate jeopardy penalty 
          proposed by this bill for not having a patient 
          classification system is disproportionate to the value of 
          the tool for the successful care of patients.  Finally, CHA 
          is opposed to the requirement that direct care nurses who 
          are appointed to the patient 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.  
           

           ASSEMBLY FLOOR  : 48-23, 08/21/12
          AYES: Alejo, Allen, Atkins, Beall, Block, Blumenfield, 
            Bonilla, Bradford, Brownley, Buchanan, Butler, Charles 
            Calderon, Campos, Carter, Cedillo, Davis, Dickinson, Eng, 
            Feuer, Fletcher, Fong, Fuentes, Furutani, Gatto, Gordon, 

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            Hall, Hayashi, Hill, Huber, Hueso, Huffman, Lara, Bonnie 
            Lowenthal, Ma, Mendoza, Mitchell, Monning, Pan, Perea, 
            Portantino, Skinner, Solorio, Swanson, Torres, 
            Wieckowski, Williams, Yamada, John A. P�rez
          NOES: Achadjian, Bill Berryhill, Conway, Donnelly, Beth 
            Gaines, Garrick, Gorell, Grove, Halderman, Harkey, 
            Jeffries, Jones, Knight, Logue, Mansoor, Miller, Morrell, 
            Nielsen, Norby, Olsen, Silva, Smyth, Wagner
          NO VOTE RECORDED: Ammiano, Chesbro, Cook, Galgiani, Hagman, 
            Roger Hern�ndez, Nestande, V. Manuel P�rez, Valadao


          CTW:RM:dn   8/21/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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