BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2543
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          Date of Hearing:  April 22, 2014

                            ASSEMBLY COMMITTEE ON HEALTH
                                 Richard Pan, Chair
                    AB 2543 (Levine) - As Amended:  March 28, 2014
           
          SUBJECT  :  State hospitals: placement evaluations.

           SUMMARY  :  Requires the Department of State Hospitals (DSH) to  
          establish a pool of forensic psychiatrists and psychologists,  
          and requires these forensic panels to evaluate and recommend the  
          appropriate placement of specified criminal defendants.   
          Specifically,  this bill  :

          1)Requires DSH to establish a pool of psychiatrists and  
            psychologists with forensic skills who are employees of DSH  
            and to create, from the pool, forensic panels of three to five  
            psychiatrists and psychologists.

          2)Substitutes for community program directors (CPDs) the  
            forensic panels as the entities responsible for evaluating  
            defendants and making placement recommendations for  
            individuals pleading not guilty by reason of insanity (NGI),  
            or who are found incompetent to stand trial (IST), when the  
            evaluation is required by law or requested by a court.

           EXISTING LAW  :  

          1)Establishes DSH to manage the state hospital system and  
            provide mental health services to patients admitted in five  
            DSH-administered state hospitals and three psychiatric  
            programs located in state prisons.

          2)Establishes the Mentally Disordered Offender Act which, among  
            other things, provides for the involuntary commitment of  
            mentally ill persons to a state hospital pursuant to various  
            provisions of the Welfare and Institutions Code for civil  
            commitments, and provisions of the Penal Code for criminal  
            court commitments, including circumstances when the patient is  
            deemed IST or NGI.  

          3)Requires a court, when a defendant pleads NGI, or in instances  
            where there is a question of a defendant's mental competence,  
            to first appoint one or more psychiatrists or licensed  
            psychologists, as specified, to examine and evaluate the  








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            defendant's mental status or disorder and to provide a report  
            to the court on the results of the evaluation, as specified.

          4)Requires a court directing any defendant determined to be IST  
            or found NGI to be confined in a state hospital, or other  
            public or private treatment facility, to order the CPD to  
            evaluate the defendant and make a recommendation to the court  
            as to whether the defendant should be placed on outpatient  
            status or confined in a state hospital or other treatment  
            facility. 

           FISCAL EFFECT  :  This bill has not been analyzed by a fiscal  
          committee.

           COMMENTS  :

           1)PURPOSE OF THIS BILL  .  According to the author, this bill is  
            needed because currently the state has almost no role in  
            deciding who is confined to state hospitals even though the  
            state bears the costs and responsibility for the care of  
            individuals confined to state hospitals.  To provide a state  
            role, the author argues state-level panels of forensic  
            psychiatrists and psychologists, rather than local CPDs,  
            should conduct the placement evaluations of IST and NGI  
            individuals and make a recommendation to the courts as to the  
            appropriate treatment and placement for those individuals.

           2)BACKGROUND  .  

             a)   Department of State Hospitals.  DSH manages the  
               California state hospital system, which provides mental  
               health services to patients admitted into DSH facilities.   
               DSH oversees five state hospitals (Atascadero, Coalinga,  
               Metropolitan (in Los Angeles County), Napa, and Patton) and  
               through an interagency agreement with the California  
               Department of Corrections and Rehabilitation also treats  
               inmates at prisons in Vacaville, Salinas Valley, and  
               Stockton.  All eight facilities are licensed by the  
               California Department of Public Health and required to meet  
               or exceed regulatory standards to continue providing care.   
               DSH was created in the 2012-13 Budget, which eliminated the  
               Department of Mental Health by transferring its various  
               functions to other departments.  DSH currently employs  
               nearly 11,000 staff and estimates in 2014-15 it will serve  
               6,560 patients in the hospital system with a proposed $1.6  








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               billion budget ($1.46 billion General Fund).

             A criminal or civil court judge mandates treatment for  
               patients in DSH facilities. Up to 90% of DSH patients are  
               forensic commitments, individuals sent to DSH through the  
               criminal court system, who have committed or have been  
               accused of committing a crime linked to their mental  
               illness.  DSH also treats patients who have been classified  
               as Sexually Violent Predators.  The remainder of the DSH  
               population has been committed through civil court because  
               they are a danger to themselves or others, under the  
               Lanterman-Petris-Short (LPS) Act.  LPS patients can be held  
               72 hours for mental health evaluation and treatment,  
               evaluated for an additional 14 day treatment period and,  
               with further evaluation and judicial review, have their  
               commitments extended in 180 day intervals.  

             b)   Forensic Conditional Release Program (CONREP).  CONREP  
               is the DSH statewide system of community-based treatment,  
               evaluation and supervision services for judicially  
               committed individuals and mentally disordered offenders  
               (MDOs).  The mission of the program is the protection of  
               the public through reducing or preventing individual  
               re-offense.  Individuals in the program agree to follow the  
               terms of individualized treatment plans which may include  
               court-ordered involuntary outpatient services.  IST  
               patients are treated at DSH facilities until competency is  
               restored, or until the statutory time limit is reached on  
               their commitment.  DSH contracts with county programs  
               willing to provide program services for a reasonable cost.   
               DSH currently contracts with private agencies to administer  
               CONREP programs on a regional basis.  Although CONREP is a  
               community outpatient program, the state hospitals play an  
               integral role in the treatment of judicially committed  
               individuals and MDOs.  In most cases, individuals are  
               initially committed to a state hospital for inpatient  
               treatment and only later committed to outpatient treatment.  
                State hospitals serve as the inpatient treatment  
               facilities for judicially committed and MDO individuals.

             c)   CPDs.  Pursuant to Penal Code Section 1605, DSH  
               designates a CPD responsible for the local county CONREP  
               program.  The CPD and all professional staff who provide  
               services must meet licensure requirements and possess  
               specific knowledge and skills necessary to work the target  








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               populations.  The local programs are responsible to  
               administer community treatment for individuals committed in  
               the county or region.  Local CONREP programs also conduct  
               the evaluations of IST and NGI individuals for the purpose  
               of making a recommendation to the court as to the whether  
               the individual should be confined to a state hospital,  
               local public or private inpatient treatment, or community  
               outpatient treatment.  This bill would substitute new  
               forensic evaluation panels within DSH, instead of the CPDs,  
               to conduct court-ordered evaluations and make  
               recommendations regarding treatment and placement.

             d)   IST.  Under state and federal law, all individuals who  
               face criminal charges must be mentally competent to help in  
               their defense.  By definition, an individual who is IST  
               lacks the mental competency to participate in legal  
               proceedings.  In a January 2012 report by the Office of the  
               Legislative Analyst (LAO) entitled, "An Alternative  
               Approach: Treating the Incompetent to Stand Trial," the LAO  
               outlined the specific process California courts must follow  
               when a defendant's competency is in doubt.  The process is  
               often initiated by defense attorneys concerned about the  
               client's mental capacity which then requires the judge to  
               order an evaluation of the person by court-appointed mental  
               health experts, during which time the court proceedings are  
               suspended.  The evaluation and report guides the court to  
               assess competency.  In cases when a person is found IST,  
               judges then typically order a CPD to do an evaluation of  
               the most appropriate treatment facility, the goal of  
               treatment being restoring the person to competency.   
               Individuals charged with a violent felony are typically  
               ordered to undergo treatment at a state hospital.   
               According to LAO, there is a monthly statewide waitlist  
               that averages between 200 and 300 IST individuals,  
               typically in county jails, waiting for a bed to become  
               available in a state hospital.

             e)   NGI.  According to a Disability Rights California May  
               2009 report entitled, "Forensic Mental Health Legal  
               Issues," the plea of NGI is an affirmative defense to a  
               criminal charge, but refers to a legal definition not a  
               clinical diagnosis.  Under current California law, a  
               defendant will be found NGI if it is proven by a  
               preponderance of the evidence that the individual was  
               either:  i) incapable of knowing or understanding the  








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               nature and quality of the act; or, ii) incapable of  
               distinguishing right from wrong at the time the offence was  
               committed.  The insanity defense is used primarily when a  
               criminal charge is a serious felony.  If a court or jury  
               finds a person NGI, the court must determine whether to  
               confine the person in a state hospital or outpatient  
               treatment program.  Penal Code Section 1026 requires, prior  
               to making the placement, the court to order an evaluation  
               by the CPD to advise the court on the most appropriate  
               placement.

             f)   Forensic Specialists.  Forensic psychology, as defined  
               by the American Psychological Association, is the  
               application of clinical specialties to the legal arena.   
               Forensic psychologists are called on to assess individuals  
               who are involved, in one way or another, with the legal  
               system.  According to the American Board of Psychiatry and  
               Neurology (ABPN), forensic psychiatry is a subspecialty  
               that involves having psychiatric focus on  
               interrelationships with civil, criminal, and administrative  
               law, evaluation and specialized treatment of individuals  
               involved with the legal system, incarcerated in jails,  
               prisons, and forensic psychiatry hospitals.  To be  
               certified as forensic specialists, both psychologists and  
               psychiatrists must complete additional training and testing  
               requirements.

           3)SUPPORT  .  The American Federation of State, County and  
            Municipal Employees (AFSCME), cosponsor of this bill, argues  
            that this bill would apply more consistent standards under  
            which inmates are deemed IST and NGI.  According to AFSCME,  
            the current system has led to inconsistency because of the use  
            of private medical professionals.  AFSCME states that the  
            forensic assessment panels of publically employed mental  
            health specialists established in this bill will ensure more  
            uniform standards for these evaluations.  The Union of  
            American Physicians and Dentists, cosponsor of this bill,  
            argues it will establish an improved mechanism for diagnosing  
            a defendant's mental status and placement recommendations, and  
            that CPDs do not have the forensic evaluation skills to create  
            proper placement recommendations.  The California Association  
            of Psychiatric Technicians (CAPT) supports this bill to  
            address the growing population of forensic patients in state  
            hospitals, including some patients who are believed to be  
            "malingering," faking mental illness, in order to avoid  








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            state-prison terms.  CAPT points to the growth of forensic  
            patients since passage of Proposition 184 in 1994  
            (Three-Strikes Law) from approximately 20% of state hospital  
            patients at that time to more than 90% presently.  CAPT argues  
            that malingering patients prey on state hospital patients who  
            are truly and severely mentally ill, and state evaluators  
            skilled in understanding and helping Californians with the  
            most severe mental illnesses should determine the appropriate  
            placement for NGI or IST individuals.  

           4)PREVIOUS LEGISLATION  .  AB 610 (Achadjian), Chapter 705,  
            Statutes of 2013, requires the state, when a Superior Court  
            hearing is held on an order requiring involuntary medication  
            of specified patients committed to state hospitals, to  
            reimburse the county for costs associated with the hearing.

           5)RELATED LEGISLATION  .

             a)   AB 2186 (Lowenthal) revises the timelines and requires  
               the court to use opinions developed by examining medical  
               professionals when the court is determining if an IST   
               defendant lacks the capacity to make decisions regarding  
               the administration of antipsychotic medication.  AB 2186 is  
               currently in the Assembly Public Safety Committee.

             b)   AB 2190 (Maienschein) revises the conditions and  
               circumstances under which individuals found IST and NGI may  
               be treated on an outpatient basis and the requirements  
               applicable to LPS conservatorship investigations.  AB 2190  
               is currently in the Assembly Public Safety Committee.

             c)   AB 2625 (Achadjian) requires, among other things, if the  
               report issued by the medical director of a state hospital  
               or other treatment facility indicates that there is no  
               substantial likelihood that an IST defendant will regain  
               mental competence in the foreseeable future, the committing  
               court to order the defendant to be returned to the court no  
               later than 10 days following receipt of the report and  
               requires specified notice to the defense counsel and  
               district attorney.  AB 2625 is currently in the Assembly  
               Public Safety Committee.

           6)DOUBLE REFERRAL  .  This bill is double referred; if this bill  
            passes this Committee it will be referred to the Assembly  
            Public Safety Committee.








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           7)POLICY COMMENT.   This bill substitutes a state-level panel of  
            forensic psychologists and psychiatrists for CPDs in the  
            evaluation of appropriate placements for IST and NGI  
            individuals.  However, CPDs may be more likely than  
            state-based professionals to have current and better knowledge  
            of local and regional community treatment options available to  
            meet the needs of IST and NGI patients and may therefore be  
            better suited to identify and recommend appropriate  
            placements.

           8)SUGGESTED AMENDMENTS  .  This bill may offer a solution that  
            does not most directly address the problems sponsors and  
            supporters have identified.  This bill eliminates the role of  
            CPDs in placement evaluations for individuals who have already  
            been found by the courts to be IST and NGI and substitutes a  
            state-level panel of forensic mental health experts.  However,  
            sponsors and supporters raise concerns about the dramatic  
            growth in state hospital patients in these categories as well  
            as concerns that some individuals may be faking mental illness  
            to avoid prison.  The IST and NGI determinations are currently  
            made through the courts, with input from mental health experts  
            who evaluate the person's mental status before a final  
            determination is adjudicated by the courts, and prior to any  
            placement evaluation done by CPDs.  The courts are required to  
            appoint one or more psychologists or psychiatrists to conduct  
            those initial mental health evaluations, but there is no  
            statutory requirement that the court-appointed experts have  
            forensic certification or expertise.  

          To directly bring the expertise of the forensic panels created  
            by this bill into the judicial processes that determine IST  
            and NGI, this bill would need to be amended to delete the  
            changes to CDP placement evaluations and instead require that  
            courts use the new state-level forensic panels for the mental  
            health evaluations proceeding adjudication of IST or NGI.  In  
            addition, the author may wish to consider requiring DSH to  
            establish a stakeholder work group of mental health and legal  
            experts to advise DSH in most effectively designing,  
            coordinating, and deploying the new forensic panels.

           REGISTERED SUPPORT / OPPOSITION  :  

           Support 
           








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          American Federation of State, County and Municipal Employees  
          (co-sponsor)
          Union of American Physicians and Dentists (co-sponsor)
          California Association of Psychiatric Technicians

           Opposition 
           
          None on file.
           
          Analysis Prepared by  :    Deborah Kelch / HEALTH / (916) 319-2097