BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



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                                    THIRD READING


          Bill No:  AB 1552
          Author:   Lowenthal (D), et al.
          Amended:  8/4/14 in Senate
          Vote:     27 - Urgency


           SENATE HEALTH COMMITTEE  :  8-0, 6/18/14
          AYES:  Hernandez, Morrell, Beall, DeSaulnier, Evans, Monning,  
            Nielsen, Wolk
          NO VOTE RECORDED:  De Le�n

           SENATE APPROPRIATIONS COMMITTEE  :  5-0, 8/14/14
          AYES:  De Le�n, Hill, Lara, Padilla, Steinberg
          NO VOTE RECORDED:  Walters, Gaines

           ASSEMBLY FLOOR  :  77-0, 5/28/14 - See last page for vote


           SUBJECT  :    Community-based adult services:  adult day health  
          care center

           SOURCE  :     California Association of Adult Day Services


           DIGEST  :    This bill requires Community-Based Adult Services  
          (CBAS) to be a Medi-Cal benefit, and to be included as a covered  
          service in contracts with all Medi-Cal managed health care  
          plans, with standards, eligibility criteria, and provisions that  
          are at least equal to those contained in the Special Terms and  
          Conditions of the state's "Bridge to Reform" Section 1115  
          Medicaid Demonstration Waiver.

           ANALYSIS  :    
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          Existing law:

          1.Establishes the Medi-Cal program, administered by the  
            Department of Health Care Services (DHCS), under which health  
            care services are provided to qualified, low-income persons.

          2.Excludes, to the extent permitted by federal law, adult day  
            health care (ADHC) from coverage under the Medi-Cal program.

          3.Authorizes DHCS to implement a one-year moratorium on the  
            certification and enrollment into the Medi-Cal program of new  
            ADHC centers on a statewide basis, or within a geographic  
            area, with specified exemptions from the moratorium.  Permits  
            the Director of DHCS to extend this moratorium, if necessary,  
            to coincide with the implementation date of the ADHC centers  
            waiver.

          4.Requires DHCS, to the extent that federal financial  
            participation is available, and pursuant to a demonstration  
            project or waiver of federal law, to establish specified  
            Medi-Cal pilot projects in up to eight counties, and requires  
            long-term services and supports (LTSS) to be available to  
            beneficiaries residing in counties participating in those  
            pilot projects.  Includes CBAS within the definition of LTSS.   
            This demonstration project is known as the Coordinated Care  
            Initiative (CCI).

          5.Requires, as part of the CCI, all Medi-Cal LTSS to be services  
            covered under Medi-Cal managed care health plan contracts and  
            available only through plans to beneficiaries residing in  
            counties participating in the demonstration, with specified  
            exemptions.

          This bill:

           1. Requires, notwithstanding the operational period of CBAS as  
             specified in the Special Terms and Conditions (STCs) of  
             California's Bridge to Reform Section 1115 Medicaid Waiver,  
             and notwithstanding the duration of the CBAS settlement  
             agreement, CBAS to be a Medi-Cal benefit, and to be included  
             as a covered service in contracts with all managed health  
             care plans, with standards, eligibility criteria, and  
             provisions that are at least equal to those contained in the  

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             STCs of the demonstration waiver on the date this bill is  
             signed into law.

           2. Defines "CBAS" as an outpatient, facility-based program,  
             provided pursuant to a participant's individualized plan of  
             care, as developed by the center's multidisciplinary team,  
             that delivers nutrition services professional nursing care,  
             therapeutic activities, facilitated participation in group or  
             individual activities, social services, personal care  
             services, and, when specified in the individual plan of care,  
             physical therapy, occupational therapy, speech therapy,  
             behavioral health services, registered dietician services,  
             and transportation.

           3. Prohibits any modifications to the CBAS program that differ  
             from the STCs unless they offer more protections or permit  
             greater access to CBAS.

           4. Requires CBAS providers to be licensed as ADHCs and  
             certified by the Department of Aging (CDA) as CBAS providers,  
             and to meet the standards specified in existing law and  
             regulation.

           5. Requires CBAS providers to meet all applicable licensing and  
             Medi-Cal standards, and to provide services in accordance  
             with existing regulations. 

           6. Requires CBAS providers to comply with the provisions of  
             California's Bridge to Reform Section 1115 Medicaid Waiver  
             and any successor demonstration.

           7. Requires, in counties where DHCS has implemented Medi-Cal  
             managed care, CBAS to be available as a Medi-Cal managed care  
             benefit, except for individuals who are not qualified for, or  
             who are exempt from, enrollment in Medi-Cal managed care.   
             For these individuals, CBAS is required to be provided as a  
             fee-for-service benefit.

           8. Requires CBS to be provided as a fee-for-service Medi-Cal  
             benefit to all eligible Medi-Cal beneficiaries who qualify  
             for CBAS in counties that have not implemented Medi-Cal  
             managed care.

          9. Defines "chronic mental disorder" to mean that the  

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             beneficiary has one or more of  the diagnoses included in the  
             most recent version of the Diagnostic and Statistical Manual  
             of Mental Disorders published by the American Psychiatric  
             Association. 

          10.Defines "developmental disability" to mean a disability that  
             originates before the individual reaches 18 years of age,  
             continues, or can be expected to continue, indefinitely, and  
             constitutes a substantial disability for that individual, as  
             defined.  

          11.Requires CBAS to be available to beneficiaries who meet or  
             exceed the medical necessity criteria established in existing  
             law and for whom one of the following criteria is present:

             A.    The beneficiary meets or exceeds the "Nursing Facility  
                Level of Care A" criteria as set forth in the California  
                Code of Regulations.


             B.    Both of the following apply to the beneficiary:


                (1)      The beneficiary has a diagnosed organic,  
                   acquired, or traumatic brain injury or a chronic mental  
                   disorder, or both.

                (2)      The beneficiary needs assistance or supervision,  
                   as described.


             C.    The beneficiary needs assistance or supervision with at  
                least two of the following:


                (1)      Bathing.


                (2)      Dressing.


                (3)      Feeding himself/herself.



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                (4).     Toileting.


                (5)      Ambulating.


                (6)      Transferring himself/herself.


                (7)      Medication management.

                (8)      Hygiene.


             D.    The beneficiary needs assistance or supervision with at  
                least one of the activities identified in #C) above and  
                needs assistance with at least one of the following:


                (1)      Money management.


                (2)      Accessing community and health resources.


                (3)      Meal preparation.

                (4)      Transportation.

             E.    The beneficiary has a moderate to severe cognitive  
                disorder such as dementia, including dementia  
                characterized by the descriptors of, or equivalent to,  
                Stages 5, 6, or 7 of the Alzheimer's type.

             F.    The beneficiary has a mild cognitive disorder such as  
                dementia, including dementia of the Alzheimer's type, and  
                needs assistance or supervision with at least two of the  
                activities described in #C) above.

             G.    The beneficiary has a developmental disability.

          12.Implements this bill only if federal financial participation  
             is available.


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          13.Makes legislative findings regarding Californians support for  
             living in their home or a community-based setting free from  
             unnecessary institutionalization, the aging American  
             population, the history and services provided by ADHC  
             centers, the cost of ADHC services as compared to nursing  
             home costs, the creation of CBAS, the need to continue CBAS  
             and to codify CBAS so that disabled and frail Californians  
             who rely on adult day health programs are able to remain  
             independent and free of institutionalization as long as  
             possible.

           Background

          ADHC and CBAS  .  All state Medicaid programs have the option to  
          provide and receive federal financial participation for optional  
          services, in addition to those services required by federal law.  
           ADHC was an optional community-based day program in  
          fee-for-service Medi-Cal for low-income elders and younger  
          disabled adults who are at risk for being placed in a nursing  
          home.  ADHC services included physical therapy, occupational  
          therapy, speech therapy and recipient transportation to and from  
          the ADHC facility.  Eligibility was based on an individual's  
          functional limitations, severity of chronic or post-acute health  
          conditions, and risk for nursing home placement.  ADHC services  
          were provided at licensed ADHC centers, and included medical  
          services, nursing care, meals, social and therapeutic  
          activities, and transportation.  ADHC centers could be both  
          for-profit and not-for-profit. 

          Governors Schwarzenegger and Brown both proposed the elimination  
          of ADHC as an optional Medi-Cal benefit. In March 2011, Governor  
          Brown signed AB 97 (Committee on Budget, Chapter 3, Statutes of  
          2011) into law to eliminate ADHC as a benefit in Medi-Cal,  
          subject to approval by the federal Center for Medicare and  
          Medicaid Services (CMS), in order to achieve General Fund  
          savings and because of concerns over fraud in the program.  In  
          June 2011, the Legislature passed AB 96 (Assembly Budget  
          Committee), which authorized the creation of the Keeping Adults  
          Free from Institutions (KAFI) program to replace ADHC.  In July  
          of 2011, the Governor vetoed AB 96, and instead proposed that  
          his Administration will develop an alternate plan to transition  
          ADHC participants to other services.  In August 2011, DHCS  
          presented its plan for transitioning ADHC participants to other  
          services, which included the enrollment of ADHC participants in  

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          Medi-Cal managed care.  From mid-August through October of 2011,  
          DHCS began implementing the managed care portion of its  
          transition plan. 

          In June 2011, seven plaintiffs filed a class action lawsuit in  
          the U.S. District Court on behalf of ADHC participants.  The  
          lawsuit, Esther Darling, et al. v. Toby Douglas, et al., was  
          brought against DHCS to block the elimination of ADHC as an  
          optional Medi-Cal benefit, as the plaintiffs argued the changes  
          would place them at risk of unnecessary institutionalization,  
          violated their due process rights, and that the restrictive  
          eligibility criteria in a previous ADHC bill violated Medicaid  
          requirements. 

          In November 2011, DHCS announced that it had reached a  
          settlement with plaintiffs to resolve the lawsuit.  Under the  
          terms of the settlement, ADHC will be eliminated and replaced by  
          a new program called CBAS, which would be included under the  
          state's Medicaid Demonstration waiver known as California's  
          Bridge to Reform.  CBAS was defined in the settlement as an  
          outpatient facility based program that delivers skilled nursing  
          care, social services, therapies, personal care,  
          family/caregiver training and support, meals and transportation  
          to eligible beneficiaries.  In January 2012, the Court granted  
          final approval of the settlement, which lasts for 30 months or  
          until August 2014. Medi-Cal managed care plans began covering  
          CBAS in mid- to late 2012.

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

          According to the Senate Appropriations Committee:

           Ongoing costs of about $380 million per year to continue to  
            provide CBAS in the counties in which this program is  
            currently operating (General Fund and federal funds).  As  
            noted below, the state is currently offering CBAS under a  
            court order that is set to expire in August of 2014.  CBAS is  
            an optional benefit that states are not required to offer  
            under federal law.  In the absence of this bill, the state  
            could elect to discontinue the program after August 2014  
            (although the state may be subject to further legal action if  
            it did so).


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           Potential cost savings due to reduced institutionalization and  
            improved clinical outcomes for participating Medi-Cal  
            beneficiaries (General Fund and federal funds).  The intent of  
            offering CBAS is to allow Medi-Cal beneficiaries who are at  
            risk of being institutionalized (for example, placement in a  
            skilled nursing facility) due to physical illness and  
            cognitive impairment to remain in the community.  To the  
            extent that CBAS actually keeps a Medi-Cal beneficiary out of  
            institutional care, this benefit will almost certainly reduce  
            state spending.  Whether or not the overall program reduces  
            state spending will depend, in part, on whether the benefit is  
            provided to beneficiaries who are likely to be  
            institutionalized and the clinical success of the benefit in  
            preventing institutionalization.

           Unknown costs to expand CBAS statewide (General Fund and  
            federal funds).  Prior to March 2012, CBAS were limited by the  
            availability of providers.  At that time, 26 counties had an  
            ADHC provider (the predecessor to CBAS).  Existing law places  
            a one-year moratorium on new CBAS providers, which can be  
            extended by the DHCS.  This bill does not extend the  
            moratorium on providers.  If DHCS relaxes the moratorium on  
            new providers, the CBAS could become available in the 32  
            counties that do not currently have a provider.  However, the  
            remaining 32 counties are generally rural counties with small  
            populations.  Given the low population densities of those  
            counties, it is not clear whether the operation of an ADHC  
            could be financially viable or whether there will be  
            significant demand for those services, given long travel times  
            to and from such a center.

           Unknown costs to the Department of Public Health (DPH) for  
            licensing of additional ADHCs (Licensing and Certification  
            Fund).  To the extent that new ADHCs open to provide CBAS,  
            those facilities would be licensed by DPH.  All licensing and  
            enforcement costs would be reimbursed by fees.

           Ongoing costs of about $3.3 million per year to certify that  
            CBAS providers are meeting Medi-Cal program criteria and  
            requirements by the Department of Aging (General Fund and  
            federal funds). Under an interagency agreement with DHCS, the  
            Department of Aging is responsible for certifying that  
            providers meet all the applicable Medi-Cal program  
            requirements.

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           SUPPORT  :   (Verified  8/15/14)

          California Association of Adult Day Services (source)
          AARP
          AFSCME
          Alzheimer's Association, California Chapter
          Association of Regional Center Agencies
          California Alliance for Retired Americans
          California Commission on Aging
          California Medical Association
          California Primary Care Association
          Casa Pacifica Adult Day Health Care Center
          Congress of California Seniors
          County Welfare Directors Association of CA
          Eskaton Adult Day Health Center
          LeadingAge California
          MIKKON Adult Day Health Care Center
          MSSP Site Association
          National Association of Social Workers
          National Health Law Program
          Sherman Oaks/East Valley Adult Center
          State Independent Living Council

           OPPOSITION  :    (Verified  8/15/14)

          Department of Finance
          Department of Health Care Services

           ARGUMENTS IN SUPPORT  :    The California Association for Adult  
          Day Services writes in support that as California implements the  
          Affordable Care Act and moves to managed, outcome-driven care,  
          it is essential that integrated community-based programs such as  
          CBAS are key partners in the changing systems, and that they  
          expand to meet the growing needs of California's aging  
          population.

           ARGUMENTS IN OPPOSITION  :    The Department of Finance (DOF) and  
          DHCS oppose this bill because they it is unnecessary.  DOF  
          states that DHCS can establish the CBAS program administratively  
          and has submitted a CBAS Waiver Amendment to continue CBAS  
          benefits beyond the existing sunset date. DHCS states the CBAS  
          Waiver Amendment was submitted to the Centers for Medicare and  
          Medicaid on June 13, 2014, after an extensive six month  

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          stakeholder engagement process.

           ASSEMBLY FLOOR  :  77-0, 5/28/14
          AYES:  Achadjian, Alejo, Allen, Ammiano, Bigelow, Bloom,  
            Bocanegra, Bonilla, Bonta, Bradford, Brown, Buchanan, Ian  
            Calderon, Campos, Chau, Ch�vez, Chesbro, Conway, Cooley,  
            Dababneh, Dahle, Daly, Dickinson, Eggman, Fong, Fox, Frazier,  
            Beth Gaines, Garcia, Gatto, Gomez, Gonzalez, Gordon, Gorell,  
            Gray, Grove, Hagman, Hall, Harkey, Roger Hern�ndez, Holden,  
            Jones, Jones-Sawyer, Levine, Linder, Logue, Lowenthal,  
            Maienschein, Mansoor, Medina, Melendez, Mullin, Muratsuchi,  
            Nazarian, Nestande, Olsen, Pan, Patterson, Perea, John A.  
            P�rez, V. Manuel P�rez, Quirk, Quirk-Silva, Rendon,  
            Ridley-Thomas, Rodriguez, Salas, Skinner, Stone, Ting, Wagner,  
            Waldron, Weber, Wieckowski, Wilk, Williams, Atkins
          NO VOTE RECORDED:  Donnelly, Yamada, Vacancy


          JL:e  8/17/14   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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