California
Disability Community Action Network
California Olmstead Implementation
* Olmstead Advisory Committee Meets Friday April 27
* Advises Schwarzenegger Administration
* Some Raise Concerns About Progress
* Impacts People with Disabilities, Seniors
SACRAMENTO - A state panel tasked
with advising top Schwarzenegger Administration health and human services
officials on the State's implementation of a 1999 landmark US Supreme Court
decision that required the states to take steps to avoid the unjustified
institutionalization of persons with disabilities and seniors, will be meeting
Friday, April 27, from 10:00 AM to 4:00 PM at the Department of Rehabilitation
office building in Sacramento. The meeting is open to the public, who can
attend in person or call in on a toll free line.
Olmstead
Advisory Committee MeetingAdvisory Committee Created by Governor's
Executive Order
The panel - officially known as the Olmstead Advisory Committee, was created
in October 2004 by executive order of Gov. Arnold Schwarzenegger, and
specifically advises Kim Belshe, Secretary of the California Health and Human
Services Agency - the agency that oversees many of the departments responsible
for a wide range of healthcare (including Medi-Cal), supports and services for
people with disabilities, seniors, mental health needs and others.
Secretary Belshι appointed Advisory Committee Members who represent consumers,
family members, providers and advocates. Members of the committee serve on a
volunteer basis without compensation (see below for full list of original
members). Brenda Premo, director of the Center for Disability Issues and the
Health Professions at Western University of Health Sciences and a former
director of the California Department of Rehabilitation, serves as chair of
the committee.
The committee is responsible for providing input to Agency on its efforts to
implement the California Olmstead Plan, recommending actions to improve
California's long-term care system and creating opportunities to fund expanded
or new activities to support individuals with disabilities in their community.
The committee meets as a full committee every three months. In the interim,
the committee operates under three Work Groups charged with formulating policy
recommendations in the areas of diversion, assessment/transition and data.
BACKGROUND OF
THE LANDMARK OLMSTEAD CASE
* The Olmstead
Decision (Olmstead v. L. C. (1999) 527 U.S. 581) is actually named after a
Georgia State Commissioner, Tommy Olmstead, whose agency, the Georgia
Department of Human Resources, was sued by two women with developmental and
other disabilities, including mental health needs. The lawsuit was originally
filed with just their initials to protect their privacy - "L.C." for Lois
Curtis and "E.W." for Elaine Wilson.
* Both women were originally voluntarily admitted to Georgia Regional Hospital
in Atlanta, where they were confined for treatment in a psychiatric unit.
Although their treatment professionals eventually concluded that each of the
women could be cared for appropriately in a community-based program, the women
remained confined at the Georgia Regional Hospital.
* Lois Curtis or "L.C." filed a lawsuit in federal district court in Georgia
in 1995, seeking placement in the community, against Georgia state officials
under 42 U.S.C. § 1983 and Title II of the Americans With Disabilities Act,
alleging that the State violated Title II in failing to place her in a
community-based program once her treating professionals determined that such
placement was appropriate. Elaine Wilson or "E. W." joined the lawsuit, making
an nearly identical claim as Lois Curtis.
* During the time the case worked its way through the federal courts, both
women were placed in the community, where they have been doing very well. The
case continued because the situation could arise again.
THE FACE IN FRONT OF A LANDMARK CASE - ELAINE WILSON DIES DECEMBER 2004
* Elaine Wilson, one of the two women with developmental and other
disabilities who filed the case that resulted in the landmark 1999 US Supreme
Court Olmstead Decision, died December 5, 2004 around 2:00 AM at the age of
53. Lois Curtis, the other woman with disabilities who filed the suit with
Wilson, is living in community-based housing near Atlanta.
* Wilson died at Grady County Hospital in Atlanta, after complications
developed from a fall in early November 2004, according to Harriet Harris, her
good friend, and director of Circle of Support, Inc., a community-based
organization in Decatur, Georgia, that provided residential services and
support staff. She is survived by her mother, who lives in the Atlanta area.
She told CDCAN's Marty Omoto in an interview just 1day after her death, that
Wilson "... enjoyed her life so much. She had her own her place, for three
years, and she was so proud of that. She had moved so many places, but just
wanted to have her own place, her own home and she had that" said Harris, her
voice breaking, "I can't believe she is gone."
* Harris said that Wilson was doing job readiness training, two days a week,
doing her own grocery shopping, and that she progressed so much since leaving
a George state hospital.
* "People said so many years ago she couldn't live in the community, but they
were wrong. With the right support, she was able to," Harris recalled in the
interview with CDCAN adding that "If you knew Elaine, you knew a person who
understood struggle, hope, and the willingness to try anything regardless of
the odds."
* Harris said and in remembering the historic Supreme Court ruling, she said
that "we were there when they issued the final decision. And I remember Elaine
saying after 'if I want to eat M&Ms, then I can eat M&Ms and nobody can tell
me I can't'[in reference to the diet restrictions imposed at the Georgia State
Hospital]
SUMMARY OF ACTIONS BY FEDERAL COURTS
* The federal district court in Georgia granted a partial summary judgment for
the women, ordering their placement in an appropriate community-based
treatment program. The district court rejected the Georgia's claim that
inadequate funding, not discrimination against L. C. and E. W. by reason
of [their] disabilit[ies], accounted for their retention at the state
institution. The federal district court concluded that under Title II,
unnecessary institutional segregation constitutes discrimination per se, which
cannot be justified by a lack of funding and also rejected Georgia's claim
that requiring immediate transfers in such cases would "fundamentally
alter" state funded programs.
* The US 11th Circuit Court of Appeals affirmed the federal district court's
judgment, but ordered the district court to reassess the State's claim that
community-based care would be "unreasonable" given the demands of the
state's health services budget. The 11th Circuit Court of Appeals looked at a
US regulation adopted by the US Department of Justice to enforce Title II of
the Americans With Disabilities Act that states "...A public entity shall
administer services, programs, and activities in the most integrated setting
appropriate to the needs of qualified individuals with disabilities. 28 C.F.R.§
35.130(d)." The US Department of Justice has interpreted this regulation
as requiring the community placement of people in institutional settings when
the state's own treating professionals have recommended such placement.
* In April 1999, the state of Georgia asked the US Supreme Court to decide "[w]hether
the public services portion of the federal Americans with Disabilities Act
compels the state to provide treatment and habilitation for mentally disabled
persons in a community placement, when appropriate treatment and habilitation
can also be provided to them in a State mental institution."
* The US Supreme Court, in a landmark decision made on June 22, 1999,
concluded that, under Title II of the Americans With Disabilities Act, States
are required to place persons with disabilities in community settings rather
than in institutions when the State's treatment professionals have determined
that community placement is appropriate, the transfer from institutional care
to a less restrictive setting is not opposed by the affected individual, and
the placement can be reasonably accommodated, taking into account the
resources available to the State and the needs of others with disabilities.
* The US Supreme Court held that "...unjustified institutional isolation of
persons with disabilities is a form of discrimination" under the Americans
With Disabilities Act and that "...institutional placement of persons who
can handle and benefit from community settings perpetuates unwarranted
assumptions that persons so isolated are incapable or unworthy of
participating in community life" and that "confinement in an
institution severely diminishes the everyday life activities of individuals,
including family relations, social contacts, work options, economic
independence, and cultural enrichment." The US Supreme Court further held
that "by definition, where, as here, the State confines an individual with
a disability in an institutional setting when a community placement is
appropriate, the State has violated the core principle underlying the ADA's
[Americans With Disabilities Act] integration mandate."
* The US Supreme Court gave the states general guidance on how they might
demonstrate compliance with the Americans With Disabilities Act if it had
"a comprehensive, effectively working plan for placing qualified persons with
disabilities in less restrictive settings, and a waiting list that moved at a
reasonable pace not controlled by the State's desire to keep its institutions
fully populated."
* Some advocates of people who reside in developmental centers and other state
owned facilities, said that the Olmstead Decision offered important
flexibility for the states, pointing to a concurring opinion by Justice
Anthony Kennedy who held that "...It would be unreasonable, it would be a
tragic event, then, were the Americans with Disabilities Act of 1990 (ADA) to
be interpreted so that States had some incentive, for fear of litigation, to
drive those in need of medical care and treatment out of appropriate care and
into settings with too little assistance and supervision...It is careful, and
quite correct, to say that it is not the ADAs mission to drive States to
move institutionalized patients into an inappropriate setting, such as a
homeless shelter . . . .
* Other Americans With Disabilities Act (ADA) Cases that
went to the US Supreme Court:
1999 - Sutton, Murphy and Kirkinburg Decisions
2001 - University of Alabama v. Garrett
2002 - Chevron v. Echazaba
2003 - Medical Board of California v. Hason [Medical Board
in March 2003 asked US Supreme Court to dismiss case just before the scheduled
date for the case to be heard]]
2004 - Tennessee v. Lane and Jones
CDCAN'S INCOMPLETE HISTORY OF STEPS RELATED TO STATE'S OLMSTEAD DECISION
IMPLEMENTATION
Listed below is an incomplete history (for now) of California's efforts to
implement the Olmstead Decision. CDCAN will complete this history over the
next week, including updates up to 2007. Significant proposals by the
Governor, including major increases in federal funding for long term care,
health and human services related programs were praised by advocates - though
balanced by what some say is a pace that is far too slow for providing real
options and choices for tens of thousands of seniors and people with
disabilities in nursing homes and other similar health facilities.
January 2000
* The US Department of Health and Human Services under President Clinton,
issued a letter to the states advising that "...no one should have to live
in an institution or a nursing home if they can live in the community with the
right support. Our goal is to integrate people with disabilities into the
social mainstream, promote equality of opportunity and maximize individual
choice" and recommended that states develop comprehensive working plans,
as described in the Olmstead opinion.
February 2001
* President George W. Bush announced the New Freedom Initiative, stating that
"...though progress has been made in the last decade, too many Americans
with disabilities remain trapped in bureaucracies of dependence, denied the
tools they need to fully access their communities." The intent of the New
Freedom Initiative includes promoting increased access into daily community
life including through "swift implementation of the Olmstead decision."
Spring 2002
* Assemblywoman Dion Aroner (Democrat - 14th District,-Berkeley) held an
informational hearing on status of California's compliance with the Olmstead
Decision, with many persons registering concerns or complaints about the delay
in a state Olmstead Plan - three years after the original Supreme Court
ruling.
September 2002
Governor Gray Davis signed into law AB 442 (Ch. 1161, Statutes of 2002 - one
of the 2002 budget trailer bills), which directed the California Health and
Human Services Agency to develop and submit to the Legislature by April 1,
2003, a comprehensive plan identifying the actions the state could take to
improve its long-term care system and develop an array of community-based
programs and services that would enable people with disabilities to avoid
unnecessary institutionalization and receive the services they need in the
most integrated setting appropriate, using the guidelines established by the
federal Centers for Medicare and Medicaid Services for development of a state
"Olmstead Plan."
Fall 2002
* California Health and Human Services Agency held series of forums and
meetings in various parts of the state for public input to develop a draft
Olmstead State Plan.
* Governor Davis calls for special session to enact several proposed budget
reductions immediately, including elimination of critical Medi-Cal optional
benefits - with advocates beginning protests that carry into January.
January 2003
* Governor Davis calls for closure of Agnews Developmental Center and includes
first steps in proposed State Budget - the last closure of a developmental
center or state hospital occurred in 1996.
* Governor proposes State Budget with massive reductions to SSI/SSP, Medi-Cal,
regional centers, and other critical services and supports, including
co-payments, narrow eligibility for regional center services and other "cost
containment" measures. Proposals spark massive protests.
May 2003
* The California Health and Human Services Agency, under then Governor Gray
Davis, released the California Olmstead State Plan that said "...the state
commits to providing services to people with disabilities in the most
integrated setting. The state commits to adopting and adhering to policies and
practices that will provide a full array of services and programs that make it
possible for persons with disabilities to remain in their communities and
avoid unnecessary institutionalization. This commitment involves making
changes in current state policies and will require changes in federal policies
that are biased towards institutionalization."
* The plan lays out strategies to implement the Olmstead Decision, including
data collection, providing comprehensive service coordination, and reviewing
community service capacity.
* A Olmstead Advisory Council was set up within the California Health and
Human Services Agency - though there was no law requiring it to do so, nor any
law or regulations establishing its responsibilities.
* The Council however never met in part because funding for the office of the
Health and Human Services Agency was substantially reduced in the budget
passed by the Legislature in August 2003 and approved by then Governor Davis -
just months before the historic recall election that ousted him from office in
October 2003.
November 2003
* Gov.Schwarzenegger assumes office - and stuns disability and senior
advocates with massive proposed cuts and reductions to health and human
service programs - including suspension of the historic Lanterman
Developmental Disabilities Services Act, elimination of a critical component
of the In-Home Supportive Services program and a proposed rollback of wages.
Protests mount at the Capitol - and the Governor rescinds many of his
proposals,including the Lanterman Act., including 4,500 people who protest at
Capitol December 10.
January 2004
* Governor proposed State Budget, with many senior and disability advocates
raising concern and opposing to proposed reductions and cuts with a state
budget deficit growing to well over $17 billion.
June 2004
* Governor announces that federal government will provide major matching
Medicaid funding for a critical part of the In-Home Supportive Services
program (called "Residual Program") that previously he slated for elimination
and that was previously state funded only.
August 2004
* California Legislature passed SB 1365 by Sen. Wes Chesbro (Democrat, 2nd
District, Arcata) that called for the creation of an Olmstead Advisory Council
and made other requirements. The bill was widely supported by disability and
senior organizations and advocates across the state.
* One strong supporter of the bill - who hoped to be named to the advisory
council was L. Nastasha Littletree, a woman with developmental and other
disabilities, a mother , advocate and chair of the Area 4 Board on
Developmental Disabilities in the Sonoma County area (pictured below).
September 2004

* Gov. Arnold Schwarzenegger vetoed SB 1365, disappointing many advocates
across the state, but signed an executive order, S-18-04, that directed the
California Health and Human Services Agency to establish the Olmstead Advisory
Committee to inform the Administration's understanding of the current system
of care and provide leadership in developing future initiatives to comply with
Olmstead.
* Some advocates at the time believed that the veto of SB 1365 indicated that
the Schwarzenegger Administration would not seriously move to comply with
Olmstead Decision.
* Assemblymember Lynn Daucher (Republican - Brea) held an informational
hearing on Olmstead early in September 2004, with Natasha Littletree providing
testimony (Note from Marty Omoto: we had dinner after the hearing and that
turned out to be her last public appearance and testimony - she died a few
weeks later, despondent about the progress of implementation and the veto of
SB 1365,but still hopeful that things would get better.) Many other
advocates, including Ruth Shelton of Sacramento spoke.
November 2004
* Advocates urge (unsuccessfully) Assembly Speaker Fabian Nunez (Democrat
-Los Angeles) to authorize the continuation of the special Assembly committee
on Olmstead implementation through the 2005-06 session. That select committee
officially went out of existence as of November 30, 2004.
* Voters approve 54-46% Proposition 63, Proposition 63 the Mental Health
Services Act that will expand funding for new community-based services through
an increase on income tax for persons with incomes above $1 million
December 2004
* Assemblymember Lynn Daucher (R-Brea) looking to introduce Olmstead related
legislation relating to diversion and transition for elderly and people with
physical disabilities. Concern regarding how the State will comply with
Olmstead if the Governor proposes major cuts to community-based services and
supports critical to people with disabilities and seniors in his proposed
budget for 2005-2006 that he will submit to the State Legislature on January
10, 2005.
January 2005
* Olmstead Advisory Committee members appointed and announced by Secretary
Belshe.
* State Budget proposed by Governor raises concerns and opposition from
disability and senior advocates on cuts and reductions to health and human
services. Huge state budget shortfall in the billions of dollars.
March 2005
* First Olmstead Advisory Committee meeting held at the Secretary of State
Office Building in a packed room. on March 11, 2005, including participation
for the entire meeting by Secretary Belshe - who attends and stays for nearly
all the subsequent Olmstead Advisory meetings
May 2005
* Update to Olmstead State Plan compiled by State including reports and
updates on several initiatives, new programs, major proposals for Medicaid or
other federal funding, including housing.
AGENDA FOR OLMSTEAD MEETING APRIL 27
1. Welcome and Introductory Remarks
2. Update - Secretary Kim Belshe, California Health and Human Services
Agency
3. Policy Development
Draft 2007 Workplan for the Olmstead Advisory Committee
Home and Community-Based Services Cost Effectiveness: Building Community
Capacity
Health Care Reform and Potential for Long Term Care "Rebalancing"
Nursing Facility A/H (Acute Hospital) Waiver Reform
4. Implementation and Oversight
Real Choices: California Community Choices
Money Follows the Person: California Community Transitions
Adult Day Health Care Program: Implementation of SB 1755
Mental Health Services Act: Monitor Implementation
Closure of Agnews Developmental Center
Housing/Emergency Shelter (Proposition 1C): Opportunities
Transportation: Mobility Action Plan Implementation Project
Discussion about formally identifying an OAC member for each of the above
issue areas. The members will act as liaisons and report back to the Olmstead
Advisory Committee at each meeting.
5. Olmstead Education and Outreach Initiative
Legislative Briefing Debrief
Next Steps
6. Presentations
California Health Care Foundation Long Term Care Reform Study (Bonnie
Darwin and Kate OMalley)
California Coalition for Caregivers (Vicki Farrell)
7. Legislation Discussion
8. Next Meeting and Agenda
9. Public Comment (incuding people calling in)
OLMSTEAD ADVISORY COMMITTEE MEMBERS
California Health and Human Services Agency Secretary Kim Belshι appointed
Advisory Committee Members who represent consumers, family members, providers
and advocates. Members of the committee serve on a volunteer basis without
compensation. Brenda Premo, director of the Center for Disability Issues and
the Health Professions at Western University of Health Sciences and a former
director of the California Department of Rehabilitation, serves as chair of
the committee.
CHAIR
Brenda Premo, Center for Disability Issues and the Health Professions
ORIGINAL MEMBER LIST (MARCH 2005)
Linda Anderson, Contra Costa County Employment and Human Services Department
Peter Anderson, Assembly Republican Office of Policy
Tony Anderson, The Arc of California
Elaine Batchlor, LA Care Health Plan
Richard Chambers, CalOptima
W. D. Chrisner, III, The Dayle Mcintosh Center
Judith Jensvold Citko, California Hospital Association
Peggy Collins, Principal Consultant, Senate Select Committee on
Developmental Disabilities and Mental Health
Deborah Doctor, Protection and Advocacy, Inc.
Nancy Hall, Community Resources for Independence
Barbara Hanna, California Association for Health Services At Home
Michele James, Placer County IHSS Public Authority Advisory Board
Mary Jann, California Association of Health Facilities
Eileen Kunz, On-Lok Senior Health Services
Jorge J. Lambrinos, California Commission on Aging
Joan B. Lee, Gray Panthers of California
Gwen Lewis-Reid, Los Angeles County Department of Mental Health
Bryon MacDonald, World Institute on Disability
Sunny Maden, Family Member and Advocate
Jackie W. McGrath, Alzheimers Association, California Council
Lydia Missaelides, California Association of Adult Day Services
Marty Omoto, California Disability Community Action Network
Donald Roberts, Department of Developmental Services Consumer Advisory
Committee
Elizabeth Rottger, Marin County Division of Aging
Anthony Sauer, Nevada-Sierra Regional IHSS Public Authority
Timothy Schwab, SCAN Health Plan
Cynthia Traxler, Family Member
Linda L. Watts, Older and Disabled Adult Services, Solano County Health and
Social Services
Kate Wilber, Center for Long Term Care Integration
Kathie Zatkin, Alameda County Network of Mental Health Clients
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