BILL ANALYSIS                                                                                                                                                                                                    �






                                  SENATE HUMAN
                               SERVICES COMMITTEE
                            Senator Jim Beall, Chair


          BILL NO:       AB 1703                                      
          A
          AUTHOR:        Hall                                         
          B
          VERSION:       May 23, 2014
          HEARING DATE:  July 24, 2014                                
          1
          FISCAL:        Yes                                          
          7
                                                                      
          0
          CONSULTANT:    Sara Rogers                                  
          3

                                        

                                     SUBJECT
                                         
          In-home supportive services: reading services for blind and  
                          visually impaired recipients

                                     SUMMARY  

          This bill would include assistance in reading and  
          completing financial and other documents which are  
          essential to activities of daily living for a recipient of  
          the In Home Supportive Services Program (IHSS) who is blind  
          or visually impaired, or who has another disability that  
          significantly impairs his or her ability to read.


                                     ABSTRACT  

           Existing Law:
           
          1.Establishes the In-Home Supportive Services (IHSS)  
            program to provide in-home domestic supportive and  
            personal care services for aged, blind or disabled  
            individuals living at or below the poverty level for the  
            purpose of enabling IHSS consumers to avoid  

                                                         Continued---




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            institutionalization and remain safely in their homes  
            with supportive services. (WIC 12300 et seq.)


          2.Defines the scope of supportive services available under  
            the IHSS program to include heavy cleaning, personal care  
            services, accompaniment by a provider when needed during  
            necessary travel to health-related appointments or to  
            alternative resource sites, yard hazard abatement,  
            protective supervision, teaching and demonstration  
            directed at reducing the need for other supportive  
            services, and paramedical services which make it possible  
            for the recipient to establish and maintain an  
            independent living arrangement. 


          3.Defines the scope of personal care services available  
            under the IHSS program to include:


                     Assistance with ambulation.
                     Bathing, oral hygiene, and grooming.
                     Dressing.
                     Care and assistance with prosthetic devices.
                     Bowel, bladder, and menstrual care.
                     Repositioning, skin care, range of motion  
                 exercises, and transfers.
                     Feeding and assurance of adequate fluid intake.
                     Respiration.
                     Assistance with self-administration of  
                 medications.


          1.Requires CDSS, in consultation with county welfare  
            departments to establish and implement statewide hourly  
            task guidelines and instructions to provide counties with  
            a standard tool for consistently and accurately assessing  
            service needs and authorizing service hours to meet those  
            needs. (WIC 12301.2)


          2.Permits certain IHSS recipients with high care needs, as  
            specified, to receive up to 283 hours of IHSS services  
            per month. (WIC 12303.4(b))






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          3.Requires county welfare agencies to provide eligible  
            visually impaired or blind IHSS recipients information  
            and referral to non-profit services that provide reading  
            services. (WIC 12304.6)


          4.Pursuant to federal law, defines legal blindness as  
            persons with central visual acuity of 20/200 or less in  
            the stronger eye, while wearing a correcting lens or  
            glasses; or a limitation in the field of vision in the  
            better eye, so that:


                     There is contraction of peripheral visual  
                 fields to 10 degrees from the point of fixation, or
                     The widest diameter of the visual field  
                 subtends an angle no greater than 20 degrees, or
                     There is a contraction of peripheral visual  
                 fields to 20 percent or less visual field efficiency  
                 (Title XVI of the Social Security Act Sec. 1614 (42  
                 U.S.C. 1382c))


           This bill:


           1.Adds to the scope of personal care services provided  
            within the IHSS program assistance in reading and  
            completing financial and other documents essential for  
            completing activities of daily living for a recipient who  
            is blind or visually impaired, or who has another  
            disability that significantly impairs his or her ability  
            to read.


          2.Requires the Director of Health Care Services to seek any  
            federal approvals necessary to ensure that Medicaid funds  
            may be used in implementing the amendments to this  
            section made by the act adding this subdivision.


                                  FISCAL IMPACT  

          An Assembly Appropriations Committee analysis projected  





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          that if 50 percent of the approximately 10,000 visually  
          impaired or blind individuals receiving IHSS services were  
          authorized for this service and required about 1.5 hours  
          per month in reading assistance, the cost would be about  
          $900,000 in additional wages annually. 

          Additionally, the analysis cites unknown costs to provide  
          reading services to IHSS recipients who have "another  
          disability that affects his or her ability to read" as well  
          as unknown, but likely minor, costs to counties for social  
          workers to add eligibility determination for reading  
          services to the IHSS in-home assessment.

                            BACKGROUND AND DISCUSSION  

          According to the author, about 2 percent of IHSS consumers  
          are legally blind, however reading and document completion  
          assistance is not a covered service under IHSS. Reading  
          assistance is critical for consumers who need to know about  
          notices that may affect their ability to live  
          independently, including insurance coverage, prescription  
          drug labels, housing notifications or other time-sensitive  
          information that may require action.


          According to the sponsor, the California Council for the  
          Blind, "without access to the many types of written  
          documents, including financial documents, notices from  
          public programs and more, it is almost impossible to  
          effectively handle many of the important decisions that a  
          person faces in his/her daily lives."  Additionally the  
          sponsor states that blind and visually impaired individuals  
          cannot, by themselves, access their daily mail and other  
          written materials that they receive, and that because they  
          are on a fixed incomes they do not have the excess income  
          necessary to hire someone to perform the services of  
          reading their mail and completing documents for them.


          In Home Supportive Services Program (IHSS)

          The IHSS program was established in 1973 as an innovative  
          alternative to institutional care, and evolved in the  
          context of a growing "independent living" civil rights  






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          movement led by persons with disabilities.<1> The program  
          has experienced continuous growth following the U.S.  
          Supreme Court decision Olmstead v. L.C. in 1999 which  
          established the rights of people with disabilities to  
          receive services in the most integrated setting possible to  
          "provide individuals with disabilities opportunities to  
          live their lives like individuals without disabilities"<2>  
          under the American with Disabilities Act.


          The IHSS program is operated as benefit under the Medi-Cal  
          program, providing in-home services to more than 460,000  
          qualified low-income individuals who are aged, blind, or  
          disabled. Currently, of approximately 464,402 IHSS  
          recipients, approximately two percent of consumers are  
          visually impaired or blind (10,153 consumers). County  
          welfare agencies administer the program under CDSS  
          oversight and county social workers determine eligibility  
          and assess eligible consumer to determine the allowable  
          services and number of allotted hours following a  
          standardized in home assessment. 


          Scope of Services

          The scope of supportive services provided through IHSS is  
          defined in statute to include "domestic and related  
          services, heavy cleaning, personal care services,  
          accompaniment to health-related appointments or to  
          alternative resource sites, yard hazard abatement,  
          protective supervision, teaching and demonstration directed  
          at reducing the need for other supportive services, and  
          paramedical services which make it possible for the  
          recipient to establish and maintain an independent living  
          arrangement." (WIC Section 12300)

          -------------------------
          <1> http://www.cicaihss.org/ihss-public-authority-history


          <2> Statement of the Department of Justice on Enforcement  
          of the Integration Mandate of Title II of the Americans  
          with Disabilities Act and Olmstead v. L.C. June 22 2011.  
          http://www.ada.gov/olmstead/q&a_olmstead






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          Personal care services are further defined to include  
          assistance with ambulation i.e. walking; bathing, oral  
          hygiene, and grooming; dressing; care and assistance with  
          prosthetic devices; bowel, bladder, and menstrual care;  
          repositioning, skin care, range of motion exercises, and  
          transfers; feeding and assurance of adequate fluid intake;  
          respiration and assistance with self-administration of  
          medications.


          Welfare and Institutions Code allows IHSS providers to  
          perform paramedical services that are ordered by a licensed  
          health care professional, which consumers could provide for  
          themselves but for their functional limitations.  
          Paramedical services include the administration of  
          medications, puncturing the skin or inserting a medical  
          device into a body orifice, activities requiring sterile  
          procedures, or other activities requiring judgment based on  
          training given by a licensed health care professional.


          The current program provides recipients the right to  
          "self-direct" their care, although not all recipients are  
          cognitively able to do so. Among IHSS recipients, there is  
          wide range in the functional needs and level of  
          independence, making a one-size fits all model of care  
          impractical. Some recipients may have a physical or  
          cognitive impairment, but are not otherwise medically  
          needy. Such recipients rely on IHSS for assistance with  
          activities of daily living that enable a typical lifestyle  
          including employment, social and community activities, and  
          an otherwise fully independent living arrangement. Other  
          recipients may be medically needy, but are cognitively  
          independent and capable of managing their own care under  
          the direction of an aide. An increasing number of  
          recipients are aging seniors who may have substantial  
          cognitive and physical impairments combined with medical  
          conditions that make care management particularly relevant.


          The functional index is measured on a 0-5 (or sometime 0-6)  
          scale as established in Welfare & Institutions Code 12309,  
          as follows:






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           ------------------------------------------------------------ 
          |Rank 1   |Functioning is independent, and he or she is able |
          |         |to perform the function without human assistance, |
          |         |although the recipient may have difficulty in     |
          |         |performing the function, but the completion of    |
          |         |the function, with or without a device or         |
          |         |mobility aid, poses no substantial risk to his or |
          |         |her safety.                                       |
          |---------+--------------------------------------------------|
          |Rank 2   |Able to perform a function, but needs verbal      |
          |         |assistance, such as reminding, guidance, or       |
          |         |encouragement.                                    |
          |---------+--------------------------------------------------|
          |Rank 3   |Can perform the function with some human          |
          |         |assistance, including, but not limited to, direct |
          |         |physical assistance from a provider.              |
          |---------+--------------------------------------------------|
          |Rank 4   |Can perform a function, but only with substantial |
          |         |human assistance.                                 |
          |---------+--------------------------------------------------|
          |Rank 5   |Cannot perform the function, with or without      |
          |         |human assistance.                                 |
          |---------+--------------------------------------------------|
          |Rank 6   |Paramedical Services Needed                       |
           ------------------------------------------------------------ 


          The "Functional Index Rank" is set for each task when the  
          social worker evaluates the hours and type of care an IHSS  
          consumer needs to remain independent.   For example, a  
          consumer can be ranked as a "3" for bathing and as a "4"  
          for meal preparation.  The "Functional Index Score" is the  
          average of the Functional Index Rankings as determined by  
          the social worker.  As previously mentioned, efforts to  
          achieve budgetary savings by reducing the functional index  
          levels that qualified to receive services were enjoined by  
          the courts on the basis of the ADA and Olmstead.


          Counties are required to use statewide hourly task  
          guidelines, established by CDSS, when conducting  
          assessments or reassessments in order to consistently  
          assess and authorize service hours in a standard way. (WIC  
          12301.2) The guidelines specify a range of hours associated  





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          with each Functional Index level for each task.  


          State regulations require that the time authorized for  
          services must be "based on the recipient's individual level  
          of need necessary to ensure his/her health, safety and  
          independence based on the scope of tasks identified for  
          service."  Regulations further state that, "in determining  
          the amount of time per task, the recipient's ability to  
          perform the tasks based on his/her FI ranking shall be a  
          contributing factor, but not the sole factor."  
          Additionally, state law requires recipients to obtain a  
          certification from a licensed health care professional  
          declaring that the recipient is unable to perform some  
          activities of daily living independently, and that without  
          services to assist him or her with activities of daily  
          living, the applicant or recipient is at risk of placement  
          in out-of-home care.


          Legal Blindness and the Americans with Disabilities Act

          Title 16 of the Social Security Act defines legal blindness  
          a central visual acuity of 20/200 or less in the stronger  
          eye, while wearing a correcting lens or glasses; or a  
          limitation in the field of vision in the better eye, so  
          that:


                 There is contraction of peripheral visual fields to  
               10 degrees from the point of fixation, or
                 The widest diameter of the visual field subtends an  
               angle no greater than 20 degrees, or
                 There is a contraction of peripheral visual fields  
               to 20 percent or less visual field efficiency (Title  
               XVI of the Social Security Act Sec. 1614 (42 U.S.C.  
               1382c))<3>


          Titles II and III of the Americans with Disabilities Act  
          (ADA) mandate that government and private sector  
          -------------------------


          <3> Title XVI of the Social Security Act Sec. 1614 (42  
          U.S.C. 1382c)) "Meaning of Terms"






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          organizations must provide print materials in an  
          alternative format for people with visual impairment.  
          Specifically, Section 36.303, Title III of the ADA  
          provides, "A public accommodation shall furnish appropriate  
          auxiliary aids and services where necessary to ensure  
          effective communication with individuals with  
          disabilities." These print materials can include, but not  
          limited to, billing statements, financial statements,  
          personnel manuals and business cards. According to the  
          United States Department of Justice, Civil Rights Division,  
          in practice this means that the ADA requires that effective  
          communication not exclude people with disabilities -- which  
          in the case of visually impaired or blind persons may  
          require businesses and government to provide information  
          verbally or in braille.<4> However, it states the law does  
          not require any measure that would cause an undue financial  
          or administrative burden.


          Braille and visual aid technologies

          The National Braille Press states that braille literacy  
          rates for school-age blind children have declined from  
          greater than 50 percent (40 years ago) to only 12 percent  
          today.<5> This may be compared to a 50% literacy rate among  
          blind individuals in the 1960s. Academic research on  
          braille literacy suggests that:

               "One of the greatest reasons for this decline in  
               Braille literacy has been the controversy of whether  
               or not to teach Braille when a blind child has some  
               residual vision, in which case it has become more  
               popular to rely on magnification equipment or large  
               print. Children with some residual vision account for  
               approximately 85% of blind children because they are  
               blind by the legal definition (i.e., vision is worse  
               than 20/200 and cannot be improved with corrective  
               ----------------------

          <4> United States Department of Justice, Civil Rights  
          Division. "Myths and Facts about the Americans with  
          Disabilities Act."  http://www.ada.gov/archive/mythfact.htm  


          <5> National Braille Press.  
           http://www.nbp.org/ic/nbp/braille/needforbraille.html  





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               lenses) but have some vision remaining.

               Certain degenerative conditions, such as glaucoma and  
               degenerative myopia, have an onset early in childhood  
               with vision worsening over time. Low-vision students,  
               in particular those with degenerative visual  
               impairments, are at risk for not receiving appropriate  
               braille instruction while some level of sight  
               remains.<6>

          An ADA handbook published by the University of California  
          notes that not all blind people read Braille and that  
          "typically, people who have lost their vision later in life  
          tend to rely on speech output as their access strategy."  
          The handbook notes alternative adaptive equipment that may  
          be useful including:

               Magnified display of computer screen though software  
              and hardware that presents images with character size  
              increased approximately 2-16X.
               Keyboard aids with adhesive-backed large, bold  
              letters applied to the standard keyboard. 
               Copy machine with enlarging and reducing capability  
              to magnify print or narrowly restrict the field of  
              vision.
               Screen reader software to direct the screen contents  
              to a speech synthesizer allowing the individual to  
              listen to the information appearing on the screen.
               Braille input devices including portable note-taking  
              systems that can generate a file to be transferred to  
              the PC, but also to other devices designed to be  
              connected to the PC in place of the standard keyboard  
              to provide for a braille input mechanism. In addition,  
              there are software packages available that will  
              configure a standard keyboard so it can be used for  
              Braille input.
               Braille note-taker, a small, portable device that  
              allows braille code entry for note taking, editing and  
              storage of information.
               Refreshable Braille, a device with a row of braille  
            ------------------------
          <6> K.To`ussaint and J.Tiger.  Teaching Early Braille  
          Literacy Skills within a Stimulus Equivalence Paradigm to  
          Children with Degenerative Visual Impairments  J Appl Behav  
          Anal. 2010 Summer; 43(2): 181-194.





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              cells that change to reflect what is being presented on  
              the computer screen. The individual reads the screen  
              contents using the dynamically changing braille  
              display.
               Optical character recognition (OCR) allowing printed  
              documents to be scanned and converted to speech output  
              or written to a PC by use of an OCR configured to  
              support use by a visually impaired person.
               Speech Recognition through speech input systems  
              allowing voice commands and/or mouse movements instead  
              of using the keystroke equivalents.


          Such technology may be costly and inaccessible for  
          low-income individuals with visual impairments or  
          blindness, particularly among individuals whose sole source  
          of income is SSI/SSP. 


           Prior Legislation:


           AB 238 (Beall) 2007 was substantially similar to this bill  
          and was vetoed by the Governor. The Governor is his veto  
          message of AB 238 stated:


          I strongly support the In-Home Supportive Services (IHSS)  
          program which provides services to low-income aged, blind  
          or disabled persons so they can remain safely in homes. My  
          Administration has worked hard to secure more than 1.7  
          billion in federal funds to protect these important  
          services. However, I cannot support expanding the program's  
          scope to include reading services. This expansion would add  
          more than one million dollars in new costs at a time of  
          ongoing budget challenges. We must balance our need for  
          important program services with our fiscal reality. For  
          these reasons, I am returning AB 238 without my signature.


                                     COMMENTS

           In response to a prior version of this bill AB 238 (Beall)  
          2007, CDSS reported a concern that the bill "could create a  
          fiduciary relationship between the IHSS provider and the  





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          recipient, and may increase the risk for potential  
          financial fraud as an IHSS provider would be in control of  
          what is communicated on the IHSS recipient's financial  
          documents." 

          Staff notes that the nature of a caregiver / consumer  
          relationship may inherently expose the consumer to  
          potential fraud, theft and abuse, and for that and other  
          reasons, the state requires criminal background checks to  
                be conducted on prospective caregivers. Staff notes that  
          the only mention of fraud in existing statute pertains to  
          fraud against the state. However, given the department's  
          concern with the wellbeing of blind consumers, should the  
          bill move forward, the author may wish to consider an  
          amendment clarifying that the state is not legally  
          responsible should the provider commit an illegal act in  
          connection with this service.

                                   PRIOR VOTES  

          Assembly Floor      71 - 2
          Assembly Appropriations  14 - 0
          Assembly Human Services    6 - 0






                                    POSITIONS  

          Support:       California Association of Public Authorities  
          for IHSS-
                          (Co-sponsor)
                         UWD and AFSCME Local 3930 (Co-sponsor)
                         AFSCME
                         California Commission on Aging
                         California Council of the Blind
                         California Senior Legislature
                         Coalition of California Welfare Rights  
                         Organizations
                         Public Authority for In-Home Supportive  
                         Services-
                         In Alameda County
                         SEIU California





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                         State Independent Living Council


          Oppose:   None received.






                                   -- END --