HomeMy WebLinkAboutMINUTES - 06092015 - C.44RECOMMENDATION(S):
ADOPT a "Support" position on AB 1436 (Burke), as amended: In-Home Support Services: Authorized
Representatives, a bill that would authorize an applicant for, or recipient of, in-home supportive services to designate
an individual to act as his or her authorized representative for purposes of the In-Home Supportive Services program,
as recommended by the Legislation Committee.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
At its May 7, 2015 meeting, the Legislation Committee considered and accepted the recommendation from the
Assistant Director of Policy and Planning for Employment and Human Services Department to recommend a
position of "Support" to the Board of Supervisors on AB 1436.
Introduced: 02/27/2015
Last Amend: 05/06/2015
Disposition: Pending
Location: Assembly Consent Calendar--Second Legislative Day
Summary: Authorizes an applicant for, or recipient of, in-home supportive services to designate an individual to act as
his or her authorized representative for purposes of the In-Home Supportive Services program. Defines an authorized
representative. Provides the representative has a legal responsibility to act in the client's best interest. Excludes certain
persons from serving as an authorized representative. Requires the development of a form for this purposes.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 06/09/2015 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I
Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
ABSENT:Federal D. Glover, District V
Supervisor
Contact: L. DeLaney, 925-335-1097
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the
Board of Supervisors on the date shown.
ATTESTED: June 9, 2015
David Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 44
To:Board of Supervisors
From:LEGISLATION COMMITTEE
Date:June 9, 2015
Contra
Costa
County
Subject:AB 1436 (Burke) In-Home Support Services: Authorized Representatives
Status:
BACKGROUND: (CONT'D)
05/21/2015 In ASSEMBLY. Read second time. To Consent Calendar.
Specifically, this bill:
1) Defines "authorized representative" to mean an individual who is appointed by an In-Home Supportive Services
(IHSS) applicant or recipient in order to represent that applicant or recipient for purposes related to the IHSS program,
as specified.
2) Allows an IHSS applicant or recipient to designate an authorized representative.
3) Specifies that an IHSS applicant or recipient shall determine the duties to be provided by the authorized
representative and that these duties may be changed or revoked at any time by the applicant or recipient.
4) Requires the authorized representative to have a legal responsibility to act in the client's best interest.
5) States that legal documentation of authority to act on behalf of the applicant or recipient under state law, including
but not limited to a court order establishing legal guardianship or a valid power of attorney to make health care
decisions, shall serve in place of an IHSS applicant's or recipient's written appointment of an authorized representative.
6) Permits the authorized representative, if so instructed by the IHSS recipient, to sign timesheets for services rendered
on behalf of the recipient, but disallows the authorized representative who is a care provider from signing his or her
own timesheet unless the provider has legal custody over a minor recipient, as specified, or the provider is legally
authorized to act on the applicant's or recipient's behalf per state law.
7) Specifies that an individual with legal authority to act on behalf of an IHSS applicant or recipient may designate
someone other than him or herself to act on behalf of the applicant or recipient.
8) Prohibits anyone prevented from being an IHSS provider due to past criminal convictions, as well as individuals
granted certain exemptions to serve as a provider despite past criminal convictions, as specified, from serving as an
authorized representative.
9) Prohibits anyone found to have perpetuated a substantiated report of abuse or neglect against a child, elder, or
dependent adult from serving as an authorized representative.
10) Directs the Department of Social Services, in consultation with stakeholders, as specified, to develop a
standardized statewide form, as specified, and procedures related to the designation of an authorized representative.
EXISTING LAW :
1) Establishes the IHSS program to provide supportive services, including domestic, protective supervision, personal
care, and paramedical services as specified, to individuals who are aged, blind, or living with disabilities, and who are
unable to perform the services themselves or remain safely in their homes without receiving these services. (WIC
12300 et seq.)
2) Specifies requirements regarding IHSS provider timesheets, including that both provider and recipient must sign the
timesheet to verify the accuracy of information. (WIC 12301.25)
3) States that counties may choose to contract with a nonprofit consortium or establish a public authority for the
provision of IHSS services. Requires nonprofit consortia and public authorities to, among other things, establish a
registry to assist recipients in locating IHSS providers, and to investigate the background and qualifications of
potential providers, as specified. (WIC 12301.6)
4) Maintains an IHSS recipient's right to hire, fire, and supervise the work of any IHSS provider, regardless of the
employer responsibilities of a public authority or nonprofit consortium, as specified. (WIC 12301.6 and 12302.25)
5) Requires counties to perform a background check on individuals applying to become IHSS providers, and stipulates
circumstances under which individuals shall be excluded from becoming an IHSS provider, as well as circumstances
under which such an exclusion might be waived, as specified. (WIC 12305.86 and 12305.87)
COMMENTS:
1) Purpose. According to the author, the authorized representative function is critical in that it provides applicants and
recipients with a self-directed pathway to receive needed assistance with complex rules and requirements of these
programs. IHSS program applicants and recipients may struggle with increasingly complex and changing program
rules; yet, while they may have family members and friends who are able to provide support, there is no formal
process to designate these individuals as authorized representatives.
This bill, according to the author, provides flexibility for an IHSS applicant or recipient to determine the duties of the
authorized representative, and makes it clear that the authorized representative has a legal responsibility to act in the
client's best interest.
2) Background. A number of programs administered by the state allow for, and set forth definitions and designation
procedures regarding, authorized representatives in order to facilitate recipients' full participation in programs. These
authorized representatives are permitted, within specified limits, to act on behalf of program applicants and
participants typically for purposes of applying for services and other required program activities.
REGISTERED SUPPORT / OPPOSITION:
Support
County Welfare Directors Association of CA (CWDA) -sponsor
California Association of Public Authorities (CAPA) - co-sponsor
American Federation of State, County and Municipal Employees (AFSCME)
California State Association of Counties (CSAC)
Ventura County Board of Supervisors
UDW/AFSCME Local 3930
Opposition
None on file. CONSEQUENCE OF NEGATIVE ACTION: Contra Costa County would not have a position on the bill.
ATTACHMENTS Attachment A - Bill Text Attachment B - Fact Sheet
AMENDED IN ASSEMBLY MAY 6, 2015
california legislature—2015–16 regular session
ASSEMBLY BILL No. 1436
Introduced by Assembly Member Burke
February 27, 2015
An act to add Section 12300.3 to the Welfare and Institutions Code,
relating to public social services.
legislative counsel’s digest
AB 1436, as amended, Burke. In-home supportive services:
authorized representative.
Existing law provides for the In-Home Supportive Services program,
under which qualified aged, blind, or disabled persons are provided
with supportive services in order to permit them to remain in their own
homes and avoid institutionalization. Existing law specifies that
supportive services include, among other things, domestic services,
personal care services, and paramedical services that make it possible
for the recipient to establish and maintain an independent living
arrangement.
This bill would authorize an applicant for, or recipient of, in-home
supportive services to designate an individual to act as his or her
authorized representative for purposes of the In-Home Supportive
Services program. The bill would define an authorized representative
to mean an individual who is appointed in writing, on a form designated
by the State Department of Social Services, by a competent person who
is an applicant for or recipient of in-home supportive services, to act in
place or on behalf of the applicant or recipient for purposes related to
the program, including, but not limited to, accompanying, assisting, or
representing the applicant in the application process, or the recipient in
98
Attachment A
directing the services received, as specified. The bill would require the
duties to be provided by the authorized representative to be specified
by the applicant or recipient and would provide that those duties may
be changed or revoked at any time by the applicant or recipient. The
bill would also provide that the authorized representative has a legal
responsibility to act in the client’s best interest. The bill would exclude
certain persons from serving as an authorized representative, including
a person who is found to have perpetrated a substantiated report of
abuse or neglect against a child or an elder or dependent adult. The bill
would require the department, in consultation with specified parties,
including representatives of applicants for, and recipients of, services,
to develop a form for this purpose, as specified.
Vote: majority. Appropriation: no. Fiscal committee: yes.
State-mandated local program: no.
The people of the State of California do enact as follows:
line 1 SECTION 1. Section 12300.3 is added to the Welfare and
line 2 Institutions Code, to read:
line 3 12300.3. (a) For purposes of this section, an “authorized
line 4 representative” means an individual who is appointed in writing,
line 5 on a form designated by the department, by a competent person
line 6 who is an applicant for or recipient of in-home supportive services
line 7 pursuant to this article, to act in place or on behalf of the applicant
line 8 or recipient for purposes related to the program, including, but not
line 9 limited to, accompanying, assisting, or representing the applicant
line 10 in the application process, or the recipient in directing the services
line 11 received, and in the redetermination of eligibility process.
line 12 (b) (1) An applicant for, or recipient of, services pursuant to
line 13 this article may designate an individual to act as his or her
line 14 authorized representative for purposes of the in-home supportive
line 15 services program.
line 16 (1)
line 17 (2) (A) The duties to be provided by the authorized
line 18 representative shall be specified by the applicant or recipient and
line 19 may be changed or revoked at any time by the applicant or
line 20 recipient. The authorized representative shall have a legal
line 21 responsibility to act in the client’s best interest.
line 22 (B) Legal documentation of authority to act on behalf of the
line 23 applicant or recipient under state law, including, but not limited
98
— 2 —AB 1436
Attachment A
line 1 to, a court order establishing legal guardianship or a valid power
line 2 of attorney to make health care decisions, shall serve in place of
line 3 a written appointment by the applicant or recipient.
line 4 (C) The authorized representative may sign timesheets for
line 5 services rendered on the recipient’s behalf, if specified to do so
line 6 by the recipient. However, an authorized representative who is the
line 7 provider of services for the recipient may not sign his or her own
line 8 timesheet unless one of the following applies:
line 9 (i) The provider is a parent, guardian, or other person having
line 10 legal custody of a minor recipient.
line 11 (ii) The provider is legally authorized to act on behalf of the
line 12 applicant or recipient under state law.
line 13 (2)
line 14 (3) For purposes of this section, an individual having legal
line 15 authority to act on behalf of an applicant or recipient may also
line 16 designate the authorized representative to specify an individual
line 17 other than himself or herself to act on behalf of the applicant or
line 18 recipient if that individual elects to do so.
line 19 (3)
line 20 (4) An individual who is prevented from being a provider of
line 21 services in the program pursuant to Section 12305.86 shall not
line 22 serve as an authorized representative for an applicant or recipient.
line 23 (4)
line 24 (5) An individual who has been granted an exemption to serve
line 25 as a provider of services pursuant to Section 12305.87 and who is
line 26 not described in clause (i) or (ii) of subparagraph (C) of paragraph
line 27 (1), (2), shall not serve as an authorized representative for an
line 28 applicant or recipient.
line 29 (5)
line 30 (6) An individual shall not serve as an authorized representative
line 31 if he or she is found to have perpetrated a substantiated report of
line 32 abuse or neglect against a child or an elder or dependent adult.
line 33 (c) (1) The department, in consultation with the State
line 34 Department of Health Care Services, the County Welfare Directors
line 35 Association of California, representatives of applicants for and
line 36 recipients of services under this article, and representatives of
line 37 providers of services under this article, shall develop a standardized
line 38 statewide form and procedures for effectuating the designation of
line 39 an authorized representative pursuant to this section.
98
AB 1436— 3 — Attachment A
line 1 (2) The standard agreement form shall include a notification
line 2 regarding the requirements of this subdivision and a statement that
line 3 by signing the agreement, the individual named as an authorized
line 4 representative agrees to abide by those requirements.
O
98
— 4 —AB 1436
Attachment A
AB 1436 (Burke)
In-Home Supportive Services – Authorized Representative
SUMMARY
AB 1436 allows an applicant for, or recipient of, In-
Home Supportive Services (IHSS) to designate an
authorized representative to act on their behalf for
various program requirements.
BACKGROUND
A number of programs overseen by the Department
of Health Care Services (DHCS) and the California
Department of Social Services (CDSS) have
processes in place allowing their applicants and
recipients to identify an “authorized representative”
who can act on their behalf for purposes of applying
for services and other required program activities
with which the applicant/recipient may require
assistance. These programs include Medi-Cal,
CalFresh, and CalWORKS, as well as the
administrative appeal process. The authorized
representative function is critical as it provides
applicants and recipients with a self-directed
pathway to receive needed assistance with the
complex rules and requirements of these programs.
In contrast, IHSS has not had the benefit of this
function as a formal part of the statute or
regulations governing the program, except for
conservators or parents of a minor child. As a result,
some IHSS program applicants/recipients, who are
elderly, blind or disabled, have struggled without
this assistance. IHSS applicant/recipient family
members and friends often provide support, but
there is no formal process to designate them as the
authorized representative. Without the statutory
authority, they cannot legally be included directly in
any program communications. This creates an
irregular and sometimes dangerous situation for
IHSS applicants/recipients. As IHSS program rules
and requirements have become more complex, the
lack of this function has presented greater
challenges.
Additionally, the state has at times issued IHSS
forms and All-County Letters referencing
“authorized representatives,” but CDSS has never
defined who an authorized representative is, or
established a process for an IHSS applicant or
recipient to designate one. Forms that have space
for an authorized representative to sign have
required counties to develop internal processes for
designating a representative, which may vary by
county.
This legislation would provide the statutory
authority for a standardized framework, reducing
inconsistencies from the current process and
providing guidance and protection for applicants
and recipients of IHSS services.
AB 1436
AB 1436 specifically allows an applicant for, or
recipient of, IHSS services to appoint an authorized
representative to act on their behalf. The bill
provides flexibility for the applicant/recipient to
specify the duties of the authorized representative,
and makes it clear that the individual has a legal
responsibility to act in the client’s best interest.
IHSS program recipients are the employer of their
care provider for purposes of hiring/firing, training,
supervising, scheduling and signing their timesheet.
Similarly, whether to designate an authorized
representative and who to designate would be their
decision. For those aged, blind or disabled clients
who struggle with programmatic rules and complex
paperwork, and could benefit from the formal
designation of an authorized representative, it is
critical that this function be established in law.
SUPPORT
County Welfare Directors Association of California
(Sponsor)
STAFF CONTACT
Allison Ruff, Capitol Director
Assemblywoman Autumn R. Burke
(916) 319-2062
allison.ruff@asm.ca.gov
Attachment B