BILL ANALYSIS                                                                                                                                                                                                    �




                   Senate Appropriations Committee Fiscal Summary
                            Senator Kevin de Le�n, Chair


          AB 1554 (Skinner) - Residential care facilities for the elderly:  
          complaint investigation process.
          
          Amended: June 26, 2014          Policy Vote: Human Services 4-0
          Urgency: No                     Mandate: Yes
          Hearing Date: August 4, 2014                            
          Consultant: Jolie Onodera       
          
          This bill meets the criteria for referral to the Suspense File.


          Bill Summary: AB 1554 would make numerous changes, effective  
          July 1, 2015, to the complaint investigation process used by the  
          Department of Social Services (DSS) when responding to  
          complaints submitted against residential care facilities for the  
          elderly (RCFEs) and affords complainants with two levels of  
          appeal. This bill would also require the DSS to assess an  
          immediate civil penalty, as specified, for interfering with a  
          complaint investigation or for retaliating against residents or  
          staff involved in the investigation, as specified.

          Fiscal Impact: 
              Potentially significant ongoing costs in the range of  
              $250,000 to $500,000 (General Fund) for DSS to review  
              complaints, confer with complainants, conduct complaint  
              investigations, provide notifications, and conduct the  
              two-tiered appeals process within the prescribed timeframes.
              Potentially significant enforcement costs (General Fund) to  
              DSS to immediately assess civil penalties, as specified,  
              offset to a minor degree by civil penalty collections. Costs  
              would be dependent not only on the volume of enforcement  
              actions requiring DSS assessment of the civil penalty, but  
              also on the level of resources required to determine if such  
              a civil penalty assessment is warranted.

          Background: The Community Care Licensing Division (CCLD) of the  
          DSS administers the licensure and oversight of over 7,500  
          assisted living, board and care, and continuing care retirement  
          homes that are licensed as RCFEs in California. These residences  
          are designed to provide home-like environment housing options to  
          elderly residents who need assistance with activities of daily  
          living but otherwise do not require continuous, 24-hour  








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          assistance or nursing care. The RCFE licensure category includes  
          facilities with as few as six beds to facilities with hundreds  
          of residents whose needs may vary widely. 

          In response to recent health and safety issues discovered at  
          facilities licensed by the CCLD, the 2014 Budget Act includes  
          funding for a comprehensive plan to reform the CCLD program. The  
          Budget includes an increase of $7.5 million ($5.8 million  
          General Fund) and 71.5 positions to improve the timeliness of  
          investigations, ensure the CCLD inspects all facilities at least  
          once every five years, increase staff training, and establish  
          clear fiscal, program, and corporate accountability. The Budget  
          also increases licensing and application fees by 10 percent.

          Proposed Law: This bill would make numerous changes, effective  
          July 1, 2015, to the complaint investigation process used by the  
          DSS when responding to complaints submitted against RCFEs.  
          Specifically, this bill:
                 Permits a person to request an investigation of an RCFE  
               by electronically making a complaint to DSS, in addition to  
               current law providing for oral or written submission.
                 Requires DSS to notify the complainant of the name of  
               the officer, employee, or agent of the department who will  
               conduct the complaint investigation within two working days  
               of receiving the complaint.
                 Requires DSS to conduct an onsite investigation of a  
               complaint alleging physical abuse, sexual abuse, or a  
               threat of imminent danger of death or serious harm, within  
               one working day of the receipt of the complaint.
                 Requires DSS to give priority to a complaint filed by a  
               local LTC ombudsman or the State LTC Ombudsman alleging  
               denial of a statutory right of access to a RCFE.
                 Requires DSS to make a good-faith effort to contact and  
               interview the complainant and inform the complainant of the  
               proposed course of action and the relevant investigation  
               deadlines; and to the extent practicable, specifies that  
               the officer, employee, or agent of the department who will  
               conduct the investigation will be the representative who  
               interviews and makes contact with the complainant.
                 Requires DSS, when conducting an investigation to  
               consult with and, to the extent practicable, coordinate an  
               investigation of an RCFE with the investigation of the  
               facility by other agencies, including, but not limited to,  
               the Office of the State LTC Ombudsman and law enforcement  








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               agencies.
                 Requires that if DSS suspends an investigation upon  
               request of a law enforcement agency, it shall maintain  
               written documentation of the request, continue to ensure  
               the safety of all residents, and immediately resume any  
               investigation upon consent of law enforcement or completion  
               of the criminal investigation.
                 Prohibits DSS from giving a licensee advance notice of  
               an investigation conducted pursuant to this section.
                 Prohibits a licensee from interfering with or  
               obstructing a complaint investigation and establishes an  
               immediate civil penalty, as specified, for doing so.
                 Prohibits a licensee from retaliating or discriminating  
               against residents or staff involved in the complaint  
               investigation and establishes an immediate civil penalty  
               for doing so.
                 Requires DSS to collect and evaluate all available  
               evidence necessary to complete a complaint investigation,  
               as specified.
                 Requires DSS to complete an investigation of a complaint  
               alleging physical abuse, sexual abuse, or a threat of  
               imminent danger of death or serious harm within 30 days of  
               receiving the complaint, with all other investigations to  
               be completed within 90 days of receiving the complaint.
                 Provides that the 30-day and 90-day deadlines may be  
               extended for an additional 30 days if the DSS has  
               diligently attempted, but has not been able, to obtain  
               necessary evidence related to the investigation.
                 Requires DSS to notify the complainant in writing of the  
               basis for the extension, and to include in the notice any  
               outstanding evidence, the sources from which the evidence  
               has been sought, and the anticipated completion date.
                 Requires DSS to notify the complainant in writing of the  
               DSS determination and of the complainant's right to appeal  
               and requires the notice to describe the appeal process and  
               to include a copy of any reports and documents describing  
               violations and enforcement actions resulting from the  
               investigation.
                 Permits a complainant who is dissatisfied with the  
               department's investigation, findings, or enforcement  
               actions resulting from the investigation to file an        
               appeal by notifying the DSS in writing within 15 days after  
               receiving the notice of the determination.
                 Requires the DSS program manager to schedule a meeting  








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               or teleconference with the complainant within 30 days of  
               receiving an appeal and to carefully review the concerns,  
               information, and evidence presented by the complainant to  
               determine whether the DSS findings or actions should be  
               modified or whether further investigation is necessary.
                 Provides that if a complainant is dissatisfied with the  
               program manager's determination on an appeal, the  
               complainant may file an appeal in writing with the  
               department's Deputy Director of the Community Care  
               Licensing Division and  requires the deputy director or his  
               or her designee to interview the complainant, consider any  
               information presented or submitted by the complainant, and  
               review the complaint record to determine whether the DSS  
               findings or actions should be modified or whether further  
               investigation is necessary. 
                 Establishes that the above provisions become operative  
               on July 1, 2015.
                 Requires the DSS to assess an immediate civil penalty,  
               in the amount equal to the penalty established for a  
               serious violation, as specified, for violations of the  
               section providing that no licensee shall discriminate or  
               retaliate in any manner against any person receiving  
               services or against any employee who has filed a complaint  
               or grievance with the DSS or requested an investigation, as  
               specified. 

          Related Legislation: The following bills regarding licensing and  
          inspections at community care facilities, and RCFEs  
          specifically, have been introduced this session:
          
          SB 894 (Corbett) RCFEs: revocation of license. 
          SB 895 (Corbett) RCFEs: annual inspections.
          SB 911 (Block) RCFEs: training and certification.
          SB 1153 (Leno) RCFEs: suspension of new admissions. 
          SB 1382 (Block) RCFEs: licensure fees.
          AB 1436 (Waldron) RCFEs: internet posting of inspection reports.
          AB 1454 (Calderon) care facilities: annual inspections.
          AB 1523 (Atkins) RCFEs: liability insurance.
          AB 1570 (Chesbro) RCFE: training.
          AB 1571 (Eggman) RCFEs: disclosure requirements.
          AB 1572 (Eggman) RCFEs: single resident council.
          AB 1899 (Brown) RCFEs: prohibitions on licensure reinstatement.
          AB 2044 (Rodriguez) RCFEs: 24-hour presence of  
          administrator/staff.








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          AB 2171 (Wieckowski) RCFEs: residents' rights.
          AB 2236 (Maienschein) care facilities: penalties.

          Staff Comments: In order to comply with the revised complaint  
          investigation processes and timelines established in this bill,  
          the DSS would incur additional costs above what was provided in  
          the 2014 Budget for investigations in the range of $250,000 to  
          $500,000 annually. Specifically, this bill allows complaints to  
          be submitted electronically, which could increase the volume of  
          complaints received, which in turn would increase the workload  
          involved reviewing complaints, conferring with complainants,  
          conducting complaint investigations, providing notifications,  
          and conducting the two-tiered appeals process within the  
          prescribed timeframes of the bill.

          This bill also requires the DSS to assess an immediate civil  
          penalty for violations of the section providing that no licensee  
          shall discriminate or retaliate in any manner against any person  
          receiving services or against any employee who has filed a  
          complaint or grievance with the DSS or requested an  
          investigation, as specified. The costs associated with this  
          provision would be dependent not only on the volume of civil  
          penalties assessed, but also on the level of workload required  
          for DSS to determine if such a civil penalty assessment is  
          warranted in each case.

          As noted above, the 2014 Budget Act includes funding for a  
          comprehensive plan to reform the CCLD program. The Budget  
          includes an increase of $7.5 million ($5.8 million General Fund)  
          and 71.5 positions to improve the timeliness of investigations,  
          ensure the CCLD inspects all facilities at least once every five  
          years, increase staff training, and establish clear fiscal,  
          program, and corporate accountability. While the Budget includes  
          positions to improve the timeliness of investigations, it did  
          not contemplate an expedited process for complaint  
          investigations as mandated under the provisions of this bill,  
          nor did it provide for the two levels of appeals for  
          complainants dissatisfied with DSS investigations, findings, or  
          enforcement actions resulting from the investigations.













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