BILL NUMBER: AB 34 AMENDED BILL TEXT AMENDED IN ASSEMBLY APRIL 26, 1999 AMENDED IN ASSEMBLY APRIL 5, 1999 AMENDED IN ASSEMBLY MARCH 4, 1999 AMENDED IN ASSEMBLY FEBRUARY 4, 1999 INTRODUCED BY AssemblyMember SteinbergMembers Steinberg and Baugh(Principal coauthor: Assembly Member Baugh)(Coauthors: Assembly Members Alquist, Calderon, Cedillo, Gallegos, Hertzberg, Honda, Jackson, Keeley, Kuehl, Lowenthal, Mazzoni, Romero, Strom-Martin, Thomson, and Washington) (Coauthors: Senators Alpert, Baca, Chesbro, Johnston, Perata, and Solis) DECEMBER 7, 1998 An act to amend Sections 5802, 5806, and 5814 of the Welfare and Institutions Code, relating to mental health, and making an appropriation therefor. LEGISLATIVE COUNSEL'S DIGEST AB 34, as amended, Steinberg. Mental health funding: local grants. Existing law provides for the allocation of state funds to counties for mental health programs. This bill would make various statements of legislative findings and intent regarding the need to provide sufficient funds to counties for adult mental health and related services. Existing law requires the State Department of Mental Health to establish service standards relating to mental health services. These standards are required to include, among other things, plans for services and evaluation strategies. This bill would also require these standards to include coordination and access to related medications, substance abuse services, housing assistance, and vocational rehabilitation services. The bill would also provide for planning grants and service expansion grants to counties for adult mental health programs. The bill would appropriate funds to provide planning grants and expansion grants for counties with significant populations of homeless mentally ill persons through the 2006-07 fiscal year. Vote: 2/3. Appropriation: yes. Fiscal committee: yes. State-mandated local program: no. THE PEOPLE OF THE STATE OF CALIFORNIA DO ENACT AS FOLLOWS: SECTION 1. The Legislature finds and declares all of the following: (a) Presently there are no financial incentives for counties to increase the number of people they serve with severe mental illness. (b) County dollars are generally fixed, so that treatment of a higher than expected number of Medi-Cal recipients, who are entitled to treatment by the county, reduces the amount of funds available to serve other individuals. (c) Counties should be provided an amount of funds to establish systems of care for severely mentally ill adults, and provide mental health services and related medications, substance abuse services, housing assistance, vocational rehabilitation, and other nonmedical programs necessary to stabilize homeless mentally ill persons, get them into regular treatment, and off the streets. (d) When people who suffer from severe mental illness do not have access to the services they require they frequently wind up in the criminal justice system. However, those who receive extensive community treatment are hardly ever incarcerated. The Department of Corrections is expending $400 million annually for the incarceration and treatment of people suffering from severe mental illness. In addition, the Department of Corrections and the criminal justice system are responsible for the placement of more than 3,000 of the total of approximately 4,500 persons in the state mental hospitals, for an additional annual state cost of over $300 million. (e) People suffering from severe mental illness receive sentences that are six times longer than those received by others convicted of the same crimes. (f) There are no funds or programs that ensure that people suffering from severe mental illness can receive the treatment they need. (g) Increasing funding for an adult mental health system of care will pay for itself many times over in reduced Department of Corrections, criminal justice system, and local law enforcement expenditures for people with severe mental illness. SEC. 2. Section 5802 of the Welfare and Institutions Code is amended to read: 5802. (a) The Legislature finds that a mental health system of care for adults and older adults with severe and persistent mental illness is vital for the success of mental health managed care in California. Specifically: (1) A comprehensive and coordinated system of care includes community-based treatment, outreach services and other early intervention strategies, case management, and interagency system components required by adults and older adults with severe and persistent mental illness. (2) Mentally ill adults and older adults receive service from many different state and county agencies, particularly criminal justice, employment, housing, public welfare, health, and mental health. In a system of care these agencies collaborate in order to deliver integrated and cost-effective programs. (3) The management of the risk for persons with severe mental illness and related financial risks is important for all levels of government, business, and the community. (4) System of care services which ensure culturally competent care for persons with severe mental illness in the most appropriate, least restrictive level of care are necessary to achieve the desired performance outcomes. (5) Mental health service providers need to increase accountability and further develop methods to measure progress towards client outcome goals and cost effectiveness as required by a system of care. (b) The Legislature further finds that the integrated service agency model developed in Los Angeles and Stanislaus Counties and the countywide systems model developed in Ventura County, beginning in the 1989-90 fiscal year through the implementation of Chapter 982 of the Statutes of 1988, provides models for managing care for adults and older adults with severe mental illness that are vital to the implementation and success of the mental health managed care plan in California, and have successfully met the performance outcomes required by the Legislature. (c) The Legislature also finds that the system components established in these three programs can be replicated and expanded to additional clients in order to provide greater benefit to adults and older adults with severe and persistent mental illness at a lower cost in California. (d) Therefore, using the guidelines developed under the demonstration projects implemented under the adult system of care legislation in 1989, it is the intent of the Legislature to accomplish the following: (1) Encourage each county to implement a system of care as described in this legislation for the delivery of mental health services to seriously mentally disordered adults and older adults. (2) To promote system of care accountability for performance outcomes which enable adults with severe mental illness to reduce symptoms which impair their ability to live independently, work, maintain community supports, care for their children, stay in good health, not abuse drugs or alcohol, and not commit crimes. (3) Maintain funding for the existing programs developed in Los Angeles, Stanislaus, and Ventura Counties as models and technical assistance resources for future expansion of system of care programs to other counties as funding becomes available. (4) Provide sufficient funds for counties to establish outreach programs and to provide mental health services and related medications, substance abuse services, housing assistance, vocational rehabilitation, and other nonmedical programs necessary to stabilize homeless mentally ill persons, get them off the street, and into treatment and recovery. SEC. 3. Section 5806 of the Welfare and Institutions Code is amended to read: 5806. The State Department of Mental Health shall establish service standards that ensure that members of the target population are identified, and services provided to assist them to live independently, work, and reach their potential as productive citizens. These standards include but are not limited to: (a) A service planning process that is target population based and includes the following: (1) Determination of the numbers of clients to be served and the programs and services that will be provided to meet their needs. The local director of mental health shall consult with the mental health board, contract agencies, family, client, ethnic and citizen constituency groups as determined by the director. (2) Plans for services including outreach, design of mental health services, coordination and access to medications, substance abuse services, housing assistance, and vocational rehabilitation services. Plans shall also contain evaluation strategies, which shall consider cultural, linguistic, gender, age, and special needs of minorities in the target populations. Provision shall be made for staff with the cultural background and linguistic skills necessary to remove barriers to mental health services due to limited English speaking ability and cultural differences. (3) Provisions for services to meet the needs of target population clients who are physically disabled. (4) Provision for services to meet the special needs of older adults. (5) Provision for family support and consultation services, parenting support and consultation services, and peer support or self-help group support, where appropriate. (b) Each client shall have either a clearly designated mental health case manager or a multidisciplinary treatment team who is responsible for providing or assuring needed services. Responsibilities include complete assessment of the client's needs, development of the client's personal services plan, linkage with all appropriate community services, monitoring of the quality and followthrough of services, and necessary advocacy to ensure each client receives those services which are agreed to in the personal services plan. Each client shall participate in the development of his or her personal services plan, and responsible staff shall consult with the designated conservator and, with the consent of the client, consult with the family and other significant persons as appropriate. (c) The individual personal services plan shall ensure that members of the target population involved in the system of care receive age, gender, and culturally appropriate services, to the extent feasible, that are designed to enable recipients to: (1) Live in the most independent, least restrictive housing feasible in the local community. (2) Engage in the highest level of work or productive activity appropriate to their abilities and experience. (3) Create and maintain a support system consisting of friends, family, and participation in community activities. (4) Access an appropriate level of academic education or vocational training. (5) Obtain an adequate income. (6) Self-manage their illness and exert as much control as possible over both the day-to-day and long-term decisions which affect their lives. (7) Access necessary physical health care and maintain the best possible physical health. (8) Reduce or eliminate antisocial or criminal behavior and thereby reduce or eliminate their contact with the criminal justice system. (9) Reduce or eliminate the distress caused by the symptoms of mental illness. (10) Reduce or eliminate the harmful effects of alcohol and substance abuse. SEC. 4. Section 5814 of the Welfare and Institutions Code is amended to read: 5814. (a) This part shall be implemented only to the extent that funds are appropriated for purposes of this part . To the extent that funds are made available, the first priority shall go to maintain funding for the existing programs developed in Los Angeles, Stanislaus, and Ventura Counties. (b) As funds become available, this program shall be expanded to provide training and funding for counties with significant populations of homeless mentally ill persons consisting of both of the following types of grants: (1) Planning grants for new counties to create, and for existing system of care counties to expand, an adult system of care that meets the requirements of this part. (2) (A) Four-year service expansion grants in accordance with a contract between the state and approved counties that provides a formula for annual increased funding reflecting net increases in the total annual number of severely mentally ill adults, as described in Section 5600.3, who receive extensive community mental health services in at least four consecutive months. (B) The formula incentive funding provided pursuant to subparagraph (A) shall be sufficient to provide mental health services, medically necessary medications to treat severe mental illnesses, alcohol and drug services, housing assistance, vocational rehabilitation, money management assistance for accessing other health care and obtaining federal income and housing support, and stipends to attract and retain sufficient numbers of qualified professionals as necessary to provide the necessary levels of these services. These grants shall, however, pay for only the portion of the costs of those services not likely to be provided by federal funds or other state funds. (C) Grants provided pursuant to subparagraph (A) shall include provisions measuring the base level of the number of people suffering from severe mental illness who are arrested and serve in jail, prison, or a state hospital as a result of their arrest in the applicable county, and measuring how the grant and increased mental health services provided by the grant reduces the portion of criminal justice system resources required to be expended on people with severe mental illness. Grants shall also include a projection of the number of persons to be served annually. Beginning in the 2002-03 fiscal year, funding shall be based upon each county's successful demonstration that the county has served the number of adults projected for the prior fiscal year. (D) Four-year program expansion grants provided pursuant to subparagraph (A) may be renewed upon their expiration, provided that the applicant county demonstrates to the satisfaction of the department that the services provided are successfully reducing the unmet mental health need and providing for reduction in the amount of law enforcement, criminal justice system, and state corrections expenditures that would otherwise be expended upon persons with severe mental illness from the applicable county in accordance with a process included in the grant for measuring these reductions and setting forth benchmarks for reducing the expenditures as mental health expenditures increase. The benchmarks for reduction in incarceration rates shall require each county to reduce incarceration rates by 20 percent or more over the four-year period.However, an individual county contract may specify a different measure if there are known circumstances making it difficult for that county to obtain a 20 percent reduction even if all of the best practices are utilized.In reviewing a county program for renewal of a grant, the department may approve the renewal even if the performance benchmark is unmet if the department finds that the county program is successfully stabilizing more people with severe mental illness, improving the community by reducing homelessness, and achieving the maximum feasible reduction in incarceration of people with severe mental illness. (E) In any county in which the director determines the program has not resulted in a reduction of criminal justice expenditures in accordance with the previous four-year grant, the director may limit the funds available for a continuation of the grant, or an expansion of the grant, or impose other conditions upon the grant in order to improve the performance of the county in reducing the incarceration of people suffering from severe mental illness. (F)Commencing in the 2004-05 fiscal yearOn or before November 1, 2001 , and annually thereafter, the director shall report to the Legislature regarding the impact of grants funded pursuant to this section in reducing the incarceration of people suffering from severe mental illness , and make recommendations to the Legislature regarding how counties can improve their performance and whether state policies regarding severe mental illness should be changed. The director may establish standards and a reporting format for county reports to the director on annual progress toward attaining expansion grant goals . (G) If the director determines pursuant to subparagraph (E) that the funding levels set forth in Section 5 of the act adding this subparagraph are not adequate to meet the need, the director shall indicate the anticipated additional funding required and the funding in the 2007-08 fiscal year and subsequent fiscal years may be increased by amounts not to exceed fifty million dollars ($50,000,000) in any one subsequent fiscal year, provided that the total appropriations in any one fiscal year shall not exceed five hundred million dollars ($500,000,000). SEC. 5. (a) The sum of three million dollars ($3,000,000) is hereby appropriated from the General Fund to the State Department of Mental Health. Five hundred thousand dollars ($500,000) shall be allocated for training, by or through the programs established pursuant to subdivision(a) of, five(a). Five hundred thousand dollars ($500,000) shall be allocated for training to counties in homeless outreach to be offered through an organization with significant success with homeless outreach programs, and two million dollars ($2,000,000) shall be allocated for grants to counties for implementation of paragraph (1) of subdivision (b) of Section 5814 of the Welfare and Institutions Code during the 1999-2000 fiscal year. (b) The sum of fifty million dollars ($50,000,000) is hereby appropriated from the General Fund for the 2000-01 fiscal year to the State Department of Mental Health for implementation of paragraph (2) of subdivision (b) of Section 5814 of the Welfare and Institutions Code. (c) A sum not to exceed one hundred million dollars ($100,000,000) is hereby appropriated for the 2001-02 fiscal year from the General Fund to the State Department of Mental Health for implementation of paragraph (2) of subdivision (b) of Section 5814 of the Welfare and Institutions Code. (d) A sum not to exceed one hundred fifty million dollars ($150,000,000) is hereby appropriated for the 2002-03 fiscal year from the General Fund to the State Department of Mental Health for implementation of paragraph (2) of subdivision (b) of Section 5814 of the Welfare and Institutions Code. (e) A sum not to exceed two hundred million dollars ($200,000,000) is hereby appropriated for the 2003-04 fiscal year from the General Fund to the State Department of Mental Health for implementation of paragraph (2) of subdivision (b) of Section 5814 of the Welfare and Institutions Code. (f) A sum not to exceed two hundred fifty million dollars ($250,000,000) is hereby appropriated for the 2004-05 fiscal year from the General Fund to the State Department of Mental Health for implementation of paragraph (2) of subdivision (b) of Section 5814 of the Welfare and Institutions Code. (g) A sum not to exceed three hundred million dollars ($300,000,000) is hereby appropriated for the 2005-06 fiscal year from the General Fund to the State Department of Mental Health for implementation of paragraph (2) of subdivision (b) of Section 5814 of the Welfare and Institutions Code. (h) A sum not to exceed three hundred fifty million dollars ($350,000,000) is hereby appropriated for the 2006-07 fiscal year and an equal amount is hereby continuously appropriated for each fiscal year thereafter from the General Fund to the State Department of Mental Health for implementation of paragraph (2) of subdivision (b) of Section 5814 of the Welfare and Institutions Code. (i) The State Department of Mental Health shall allocate to counties, from the amount appropriated pursuant to subdivision (a), for the first year of initial grants to counties, the amount projected by each county that would be required to fund first-year costs pursuant to paragraph (2) of subdivision (b) of Section 5814 of the Welfare and Institutions Code. If the total of the projected first-year costs of all counties exceeds the maximum appropriation, each county shall receive a percentage of the maximum appropriation equal to that county's percentage of the total projected costs for all counties. (j) The amounts appropriated to the State Department of Mental Health, in subdivisions (b) to (h), inclusive, for the second and all subsequent fiscal years of funding for expansion of the county mental health programs pursuant to Section 5814 of the Welfare and Institutions Code, shall be allocated to counties based on the actual amounts due under the contract with the applicable county for the actual net increases in the number of persons served during the prior fiscal year, adjusted by the amount that the allocation to the county in the prior fiscal year was greater or less than the amount required to fund the county for the actual increase in number of persons served. If the total amount of the allocations to all counties would exceed the maximum allowable appropriation for that year, each county shall receive a percentage of the maximum appropriation equal to that county's percentage of the total costs for all counties for that year. If the allocations to counties are reduced, the balance of each county's costs may be paid to that county in the following fiscal year to the extent funds are available.