Florida 2025 Regular Session

Florida House Bill H1457 Compare Versions

Only one version of the bill is available at this time.
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1010 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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1414 A bill to be entitled 1
1515 An act relating to aging and disability services; 2
1616 repealing s. 400.0067, F.S., relating to the State 3
1717 Long-Term Care Ombudsman Council; amending s. 409.979, 4
1818 F.S.; revising requirements for Medicaid recipients to 5
1919 receive an offer for enrollment for long -term care 6
2020 services; requiring the Department of Elderly Affairs 7
2121 to maintain a statewide preenrollment list for certain 8
2222 services; requiring aging and disability resource 9
2323 center personnel to place individuals on certain 10
2424 lists; requiring certain staff to administ er 11
2525 rescreening under certain circumstances; amending s. 12
2626 430.03, F.S.; revising the purposes of the Department 13
2727 of Elderly Affairs to include providing direct 14
2828 services to the elderly population under certain 15
2929 circumstances; amending s. 430.04, F.S.; revising the 16
3030 duties and responsibilities of the department to 17
3131 include designating area agencies on aging; creating 18
3232 s. 430.09, F.S.; providing requirements for area 19
3333 agencies on aging expenditures; prohibiting an 20
3434 administrative employee of an area agency on aging 21
3535 from receiving a specified salary amount; providing 22
3636 construction; amending s. 430.203, F.S.; revising and 23
3737 providing definitions; amending s. 430.204, F.S.; 24
3838 removing certain funding responsibilities of the 25
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4747 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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5151 department and certain entities; removing 26
5252 responsibility of provider agencies to collect and 27
5353 assess fees for certain services; amending s. 430.205, 28
5454 F.S.; removing certain funding responsibilities of the 29
5555 department; revising frequency of inservice training 30
5656 for certain providers; revising the term "primary 31
5757 consideration" to "priority consideration"; amending 32
5858 s. 430.2053, F.S.; redesignating aging resource 33
5959 centers as aging and disability resource centers; 34
6060 authorizing aging and disability resource centers to 35
6161 place and remove certain individuals on or from 36
6262 preenrollment lists; removing a requirement for 37
6363 convening a work group for certain purposes; removing 38
6464 a requirement for an aging and disability resource 39
6565 center to provide enrollment and coverage information 40
6666 to certain individuals; requiring the aging and 41
6767 disability resource center to receive a waiver to be 42
6868 the provider of other direct services; revising the 43
6969 program to which the department and the agency on 44
7070 aging may not make payments; removing an eligibility 45
7171 requirement for an area agency on aging to transition 46
7272 to an aging resource center; revising who the 47
7373 department may consult with to develop capitation 48
7474 rates; amending s. 430.503, F.S.; removing the 49
7575 responsibility of provider agencies to collect and 50
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8484 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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8888 assess fees for certain purposes; amending s. 430.602, 51
8989 F.S.; defining the term "functionally impaired elderly 52
9090 person"; amending s. 430.605, F.S.; revising certain 53
9191 subsidy payments to include food and nutritional 54
9292 supplements; creating s. 430.71, F.S.; providing 55
9393 purpose and legislative intent for the Florida 56
9494 Alzheimer's Center of Excellence; providing 57
9595 definitions; providing powers and duties of the 58
9696 center; providing eligibility requirements for 59
9797 services; amending s. 430.901, F.S.; conforming 60
9898 provisions to changes made by the act; amending s. 61
9999 744.2001, F.S.; removing a requ irement for the 62
100100 executive director of the Office of Public and 63
101101 Professional Guardians to report to the Secretary of 64
102102 Elderly Affairs amending s. 744.2003, F.S.; revising 65
103103 the amount of a specified bond maintained by a 66
104104 guardian for certain purposes; requiring the court to 67
105105 enter a written order waiving the bond requirement and 68
106106 include reasons for waiver under certain 69
107107 circumstances; amending ss. 744.2004 and 744.20041, 70
108108 F.S.; revising disciplinary actions; creating s. 71
109109 744.20061, F.S.; providing requirements for a n entity 72
110110 to serve as an office of public guardian; providing 73
111111 definitions; requiring a board member, a director, or 74
112112 an officer of an office of public guardian to disclose 75
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121121 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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125125 any conflict of interest to the office's board; 76
126126 providing that a conflict of interest in a contract 77
127127 must to be noticed and voted on; providing 78
128128 requirements for certain contracts; providing 79
129129 penalties; amending s. 744.2103, F.S.; revising 80
130130 requirements for a required independent audit for each 81
131131 office of public guardian; amending s. 744.2104, F .S.; 82
132132 providing requirements for Office of Public and 83
133133 Professional Guardians in conducting certain 84
134134 investigations; amending s. 744.351, F.S.; requiring a 85
135135 court to enter a written order with specified 86
136136 information when waiving a certain bond; amending s. 87
137137 744.361, F.S.; revising powers and duties of a 88
138138 guardian; amending s. 744.3701, F.S.; authorizing a 89
139139 clerk of court to disclose certain confidential 90
140140 information to the Department of Elderly Affairs under 91
141141 certain circumstances; amending s. 744.441, F.S.; 92
142142 revising requirements for the sale of any real or 93
143143 personal property by a guardian; creating s. 744.448, 94
144144 F.S.; providing requirements for the sale of a ward's 95
145145 real property; amending ss. 400.0060, 400.0065, 96
146146 400.0073, 400.0075, 400.0087, and 430.504, F.S.; 97
147147 conforming a provision to changes made by the act; 98
148148 providing an effective date. 99
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158158 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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162162 Be It Enacted by the Legislature of the State of Florida: 101
163163 102
164164 Section 1. Section 400.0067, Florida Statutes, is 103
165165 repealed. 104
166166 Section 2. Subsections (2) and (3) of section 409.979 , 105
167167 Florida Statutes, are amended to read: 106
168168 409.979 Eligibility. — 107
169169 (2) ENROLLMENT OFFERS. —Subject to the availability of 108
170170 funds, the Department of Elderly Affairs shall make offers for 109
171171 enrollment to eligible individuals based on a wait -list 110
172172 prioritization. Before making enrollment offers, the agency and 111
173173 the Department of Elderly Affairs shall determine that 112
174174 sufficient funds exist to support additional enrollment into 113
175175 plans. 114
176176 (a) A Medicaid recipient enrolled in one of the following 115
177177 Medicaid home and communi ty-based services waiver programs who 116
178178 meets the eligibility criteria established in subsection (1) is 117
179179 eligible to participate in the long -term care managed care 118
180180 program and must be transitioned into the long -term care managed 119
181181 care program by January 1, 201 8: 120
182182 1. Traumatic Brain and Spinal Cord Injury Waiver. 121
183183 2. Adult Cystic Fibrosis Waiver. 122
184184 3. Project AIDS Care Waiver. 123
185185 (b) The agency shall seek federal approval to terminate 124
186186 the Traumatic Brain and Spinal Cord Injury Waiver, the Adult 125
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195195 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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199199 Cystic Fibrosis Waiver, and the Project AIDS Care Waiver once 126
200200 all eligible Medicaid recipients have transitioned into the 127
201201 long-term care managed care program. 128
202202 (3) PREENROLLMENT WAIT LIST, RELEASE, AND OFFER PROCESS. —129
203203 The Department of Elderly Affairs shall maintain a sta tewide 130
204204 preenrollment wait list for enrollment for home and community -131
205205 based services through the long -term care managed care program. 132
206206 (a) The Department of Elderly Affairs shall prioritize 133
207207 individuals for potential enrollment for home and community -134
208208 based services through the long -term care managed care program 135
209209 using a frailty-based screening or assessment tool that results 136
210210 in a priority score. The priority score is used to set an order 137
211211 for releasing individuals from the preenrollment wait list for 138
212212 potential enrollment in the long -term care managed care program. 139
213213 If capacity is limited for individuals with identical priority 140
214214 scores, the individual with the oldest date of placement on the 141
215215 preenrollment wait list shall receive priority for release. 142
216216 1. Pursuant to s. 430.2053, aging and disability resource 143
217217 center personnel certified by the Department of Elderly Affairs 144
218218 shall perform the screening or assessment for each individual 145
219219 requesting enrollment for home and community -based services 146
220220 through the long-term care managed care program. Aging and 147
221221 disability resource center personnel shall place an individual 148
222222 on all appropriate preenrollment lists. The Department of 149
223223 Elderly Affairs shall request that the individual or the 150
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232232 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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236236 individual's authorized representative pr ovide alternate contact 151
237237 names and contact information. 152
238238 2. The individual requesting the long-term care services, 153
239239 or the individual's authorized representative, must participate 154
240240 in an initial screening or assessment rescreening for placement 155
241241 on the preenrollment wait list. The screening or rescreening 156
242242 must be completed in its entirety before placement on the 157
243243 preenrollment wait list. 158
244244 3. Pursuant to s. 430.2053, staff authorized and certified 159
245245 by the Department of Elderly Affairs, including aging resource 160
246246 center personnel, shall administer rescreening annually or upon 161
247247 notification of a significant change in an individual's 162
248248 circumstances for an individual with a high priority score. 163
249249 Aging and disability resource center personnel may administer 164
250250 rescreening annually or upon notification of a significant 165
251251 change in an individual's circumstances for an individual with a 166
252252 low priority score. 167
253253 4. The Department of Elderly Affairs shall adopt by rule a 168
254254 screening tool that generates the priority score and shall m ake 169
255255 publicly available on its website the specific methodology used 170
256256 to calculate an individual's priority score. 171
257257 (b) Upon completion of the screening or rescreening 172
258258 process, the Department of Elderly Affairs shall notify the 173
259259 individual or the individual' s authorized representative that 174
260260 the individual has been placed on the preenrollment wait list, 175
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269269 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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273273 unless the individual has a low priority score. The Department 176
274274 of Elderly Affairs must maintain contact information for each 177
275275 individual with a low priority scor e for purposes of any future 178
276276 rescreening. Aging and disability resource center personnel 179
277277 shall inform individuals with low priority scores of community 180
278278 resources available to assist them and inform them that they may 181
279279 contact the aging and disability resource center for a new 182
280280 assessment at any time if they experience a change in 183
281281 circumstances. 184
282282 (c) If the Department of Elderly Affairs is unable to 185
283283 contact the individual or the individual's authorized 186
284284 representative to schedule an initial screening or rescre ening, 187
285285 and documents the actions taken to make such contact, it shall 188
286286 send a letter to the last documented address of the individual 189
287287 or the individual's authorized representative. The letter must 190
288288 advise the individual or his or her authorized representativ e 191
289289 that he or she must contact the Department of Elderly Affairs 192
290290 within 30 calendar days after the date of the notice to schedule 193
291291 a screening or rescreening and must notify the individual that 194
292292 failure to complete the screening or rescreening will result in 195
293293 his or her termination from the screening process and the 196
294294 preenrollment wait list. 197
295295 (d) After notification by the agency of available 198
296296 capacity, the CARES program shall conduct a prerelease 199
297297 assessment. The Department of Elderly Affairs shall release 200
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306306 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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310310 individuals from the preenrollment wait list based on the 201
311311 priority scoring process and prerelease assessment results. Upon 202
312312 release, individuals who meet all eligibility criteria may 203
313313 enroll in the long-term care managed care program. 204
314314 (e) The Department of Elderly Affairs may terminate an 205
315315 individual's inclusion on the preenrollment wait list if the 206
316316 individual: 207
317317 1. Does not have a current priority score due to the 208
318318 individual's action or inaction; 209
319319 2. Requests to be removed from the preenrollment wait 210
320320 list; 211
321321 3. Does not keep an appointment to complete the 212
322322 rescreening without scheduling another appointment and has not 213
323323 responded to three documented attempts by the Department of 214
324324 Elderly Affairs to contact the individual; 215
325325 4. Receives an offer to begin the eligibility 216
326326 determination process for the long -term care managed care 217
327327 program; or 218
328328 5. Begins receiving services through the long -term care 219
329329 managed care program. 220
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331331 An individual whose inclusion on the preenrollment wait list is 222
332332 terminated must initiate a new request for placement on the 223
333333 preenrollment wait list, and any previous priority 224
334334 considerations must be disregarded. 225
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343343 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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347347 (f) Notwithstanding this subsection, the following 226
348348 individuals are afforded priority enrollment for home and 227
349349 community-based services through the long -term care managed care 228
350350 program and do not have to complete the screening or 229
351351 preenrollment list wait-list process if all other long -term care 230
352352 managed care program eligibility requirements are met: 231
353353 1. An individual who is 18, 19, or 20 years of age who has 232
354354 a chronic debilitating disease or condition of one or more 233
355355 physiological or organ systems which generally make the 234
356356 individual dependent upon 24 -hour-per-day medical, nursing, or 235
357357 health supervision or intervention. 236
358358 2. A nursing facility resident who requests to transition 237
359359 into the community and who has resided in a Florida -licensed 238
360360 skilled nursing facility for at least 60 consecutive days. 239
361361 3. An individual who is referred by the Department of 240
362362 Children and Families pursu ant to the Adult Protective Services 241
363363 Act, ss. 415.101-415.113, as high risk and who is placed in an 242
364364 assisted living facility temporarily funded by the Department of 243
365365 Children and Families. 244
366366 (g) The Department of Elderly Affairs and the agency may 245
367367 adopt rules to implement this subsection. 246
368368 Section 3. Subsection (7) of section 430.03, Florida 247
369369 Statutes, is amended to read: 248
370370 430.03 Purposes.—The purposes of the Department of Elderly 249
371371 Affairs are to: 250
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380380 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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384384 (7) Oversee implementation of federally funded and state -251
385385 funded programs and services for the state's elderly population 252
386386 and provide direct services to the state's elderly population 253
387387 when the department determines it appropriate and necessary . 254
388388 Section 4. Subsection (2) of section 430.04, Florida 255
389389 Statutes, is amended to read: 256
390390 430.04 Duties and responsibilities of the Department of 257
391391 Elderly Affairs.—The Department of Elderly Affairs shall: 258
392392 (2) Designate area agencies on aging, as authorized under 259
393393 the Older Americans Act of 1965, and be responsible for ensuri ng 260
394394 that each area agency on aging operates in a manner to ensure 261
395395 that the elderly of this state receive the best services 262
396396 possible. The department shall rescind designation of an area 263
397397 agency on aging or take intermediate measures against the 264
398398 agency, including corrective action, unannounced special 265
399399 monitoring, temporary assumption of operation of one or more 266
400400 programs by the department, placement on probationary status, 267
401401 imposing a moratorium on agency action, imposing financial 268
402402 penalties for nonperformance, o r other administrative action 269
403403 pursuant to chapter 120, if the department finds that: 270
404404 (a) An intentional or negligent act of the agency has 271
405405 materially affected the health, welfare, or safety of clients, 272
406406 or substantially and negatively affected the operati on of an 273
407407 aging services program. 274
408408 (b) The agency lacks financial stability sufficient to 275
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417417 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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421421 meet contractual obligations or that contractual funds have been 276
422422 misappropriated. 277
423423 (c) The agency has committed multiple or repeated 278
424424 violations of legal and regulato ry requirements or department 279
425425 standards. 280
426426 (d) The agency has failed to continue the provision or 281
427427 expansion of services after the declaration of a state of 282
428428 emergency. 283
429429 (e) The agency has exceeded its authority or otherwise 284
430430 failed to adhere to the terms of its contract with the 285
431431 department or has exceeded its authority or otherwise failed to 286
432432 adhere to the provisions specifically provided by statute or 287
433433 rule adopted by the department. 288
434434 (f) The agency has failed to properly determine client 289
435435 eligibility as defined by the department . 290
436436 (g) The agency has failed to or efficiently manage program 291
437437 budgets. 292
438438 (h)(g) The agency has failed to implement and maintain a 293
439439 department-approved client grievance resolution procedure. 294
440440 Section 5. Section 430.09, Florida Statut es, is created to 295
441441 read: 296
442442 430.09 Area agencies on aging expenditures. — 297
443443 (1) The procurement of commodities or contractual services 298
444444 by an area agency on aging and its subcontractors is governed by 299
445445 the financial guidelines developed by the department and mu st 300
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454454 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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458458 comply with applicable state and federal law and follow good 301
459459 business practices. 302
460460 (a) In accordance with s. 287.017(2), area agencies on 303
461461 aging shall competitively procure all contracts with related 304
462462 parties. 305
463463 (b) Financial consequences as established b y the 306
464464 department and incorporated into the contract, must be imposed 307
465465 by the department for noncompliance with applicable local, 308
466466 state, or federal law for the procurement of commodities or 309
467467 contractual services. 310
468468 (2) Notwithstanding any other provision of l aw, an 311
469469 administrative employee of an area agency on aging may not 312
470470 receive a salary, whether base pay or base pay combined with any 313
471471 bonus or incentive payments, in excess of 150 percent of the 314
472472 annual salary paid to the secretary of the Department of Elderly 315
473473 Affairs from state-appropriated funds, including state -316
474474 appropriated federal funds. This limitation applies regardless 317
475475 of the number of contracts an area agency on aging may execute 318
476476 with the department. This subsection does not prohibit any party 319
477477 from providing cash that is not from appropriated state funds to 320
478478 an area agency on aging administrative employee. 321
479479 Section 6. Subsections (7) through (12) of section 322
480480 430.203, Florida Statutes, are renumbered as subsections (8) 323
481481 through (13), respectively, subsect ions (3) and (5) and present 324
482482 subsection (10) are amended, and a new subsection (7) is added 325
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491491 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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495495 to that section, to read: 326
496496 430.203 Community care for the elderly; definitions. —As 327
497497 used in ss. 430.201-430.207, the term: 328
498498 (3) "Community care service system" mea ns a service 329
499499 network comprising a variety of home -delivered services, day 330
500500 care services, and other basic services, hereinafter referred to 331
501501 as "core services," for functionally impaired elderly persons 332
502502 which are provided by or through a designated single lead 333
503503 agency. Its purpose is to provide a continuum of care 334
504504 encompassing a full range of preventive, maintenance, and 335
505505 restorative services for functionally impaired elderly persons. 336
506506 (5) "Core services" means a variety of home -delivered 337
507507 services, day care se rvices, and other basic services that may 338
508508 be provided by several entities. Core services are those 339
509509 services that are most needed to prevent unnecessary 340
510510 institutionalization. The area agency on aging may shall not 341
511511 directly provide core services unless the designated lead agency 342
512512 is unable to perform its duties and the Department approves . 343
513513 (7) "Elderly person" means a person 60 years of age or 344
514514 over who is currently a resident of this state and has an intent 345
515515 to remain in this state. 346
516516 (10) "Personal care serv ices" has the same meaning as in 347
517517 400.462 means services to assist with bathing, dressing, 348
518518 ambulation, housekeeping, supervision, emotional security, 349
519519 eating, supervision of self -administered medications, and 350
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528528 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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532532 assistance in securing health care from appropria te sources. 351
533533 Personal care services does not include medical services . 352
534534 Section 7. Subsections (6) and (7) of section 430.204, 353
535535 Florida Statutes, are renumbered as subsections (5) and (6), 354
536536 respectively, and subsections (1) and (5) and present subsection 355
537537 (8) of that section are amended, to read: 356
538538 430.204 Community-care-for-the-elderly core services; 357
539539 departmental powers and duties. — 358
540540 (1)(a) The department shall fund, through each area agency 359
541541 on aging, at least one community care service system the primary 360
542542 purpose of which is the prevention of unnecessary 361
543543 institutionalization of functionally impaired elderly persons 362
544544 through the provision of community -based core services. Whenever 363
545545 feasible, an area agency on aging shall be the contracting 364
546546 agency of preference to engage only in the planning and funding 365
547547 of community-care-for-the-elderly core services for functionally 366
548548 impaired elderly persons. 367
549549 (b) The department shall fund, through each area agency on 368
550550 aging in each county as defined in s. 125.011(1), more than one 369
551551 community care service system the primary purpose of which is 370
552552 the prevention of unnecessary institutionalization of 371
553553 functionally impaired elderly persons through the provision of 372
554554 community-based core services. 373
555555 (5) Entities contracting to provide core services under 374
556556 ss. 430.201-430.207 must provide a minimum of 10 percent of the 375
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565565 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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569569 funding necessary for the support of project operations. In -kind 376
570570 contributions, whether materials, commodities, transportation, 377
571571 office space, other types of facilities, or pers onal services, 378
572572 and contributions of money or services from functionally 379
573573 impaired elderly persons may be evaluated and counted as part or 380
574574 all of the required local funding. 381
575575 (8) Provider agencies are responsible for the collection 382
576576 of fees for services in accordance with rules adopted by the 383
577577 department. Provider agencies shall assess fees for services 384
578578 rendered in accordance with those rules. To help pay for 385
579579 services received from community care for the elderly, a 386
580580 functionally impaired elderly person shall b e assessed a fee 387
581581 based on an overall ability to pay. The fee to be assessed shall 388
582582 be fixed according to a schedule established by the department 389
583583 in cooperation with area agencies, lead agencies, and service 390
584584 providers. 391
585585 Section 8. Subsections (1), (2), a nd (4) and paragraph (a) 392
586586 of (5) of section 430.205, Florida Statutes, are amended to 393
587587 read: 394
588588 430.205 Community care service system. — 395
589589 (1)(a) The department, through the area agency on aging, 396
590590 shall fund in each planning and service area at least one 397
591591 community care service system that provides case management and 398
592592 other in-home and community services as needed to help the older 399
593593 person maintain independence and prevent or delay more costly 400
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602602 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
603603
604604
605605
606606 institutional care. 401
607607 (b) The department shall fund, through the area a gency on 402
608608 aging in each county as defined in s. 125.011(1), more than one 403
609609 community care service system that provides case management and 404
610610 other in-home and community services as needed to help elderly 405
611611 persons maintain independence and prevent or delay more costly 406
612612 institutional care. 407
613613 (2) Core services and other support services may be 408
614614 furnished by public or private agencies or organizations. Each 409
615615 community care service system must be under the direction of a 410
616616 lead agency that coordinates the activities of in dividual 411
617617 contracting agencies providing community -care-for-the-elderly 412
618618 services. When practicable, the activities of a community care 413
619619 service area may be directed from a multiservice senior center, 414
620620 as defined in s. 430.901, and coordinated with other servi ces 415
621621 offered therein. This subsection does not require programs in 416
622622 existence prior to the effective date of this act to be 417
623623 relocated. 418
624624 (4) An annual A preservice and inservice training program 419
625625 for community-care-for-the-elderly service providers and staff 420
626626 may be designed and implemented to help assure the delivery of 421
627627 quality services. The department shall specify in rules the 422
628628 training standards and requirements for the community -care-for-423
629629 the-elderly service providers and staff. Training must be 424
630630 sufficient to ensure that quality services are provided to 425
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639639 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
640640
641641
642642
643643 clients and that appropriate skills are developed to conduct the 426
644644 program. 427
645645 (5) Any person who has been classified as a functionally 428
646646 impaired elderly person is eligible to receive community -care-429
647647 for-the-elderly core services. 430
648648 (a) Those elderly persons who are determined high risk by 431
649649 protective investigations to be vulnerable adults in need of 432
650650 services, pursuant to s. 415.104(3)(b), or to be victims of 433
651651 abuse, neglect, or exploitation who are in need of immediate 434
652652 services to prevent further harm and are referred by the adult 435
653653 protective services program, shall be given priority primary 436
654654 consideration for receiving community -care-for-the-elderly 437
655655 services. As used in this paragraph, " priority primary 438
656656 consideration" means that an assessment and services must 439
657657 commence within 72 hours after referral to the department or as 440
658658 established in accordance with department contracts by local 441
659659 protocols developed between department service providers and the 442
660660 adult protective services program. Regardless, a community -care-443
661661 for-the-elderly services provide r may dispute a referral under 444
662662 this paragraph by requesting that adult protective services 445
663663 negotiate the referral placement of, and the services to be 446
664664 provided to, a vulnerable adult or victim of abuse, neglect, or 447
665665 exploitation. If an agreement cannot be r eached with adult 448
666666 protective services for modification of the referral decision, 449
667667 the determination by adult protective services shall prevail. 450
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676676 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
677677
678678
679679
680680 Section 9. Section 430.2053, Florida Statutes, is amended 451
681681 to read: 452
682682 430.2053 Aging and disability resource centers.— 453
683683 (1) The department, in consultation with the Agency for 454
684684 Health Care Administration and the Department of Children and 455
685685 Families, shall develop pilot projects for aging and disability 456
686686 resource centers. 457
687687 (2) The purposes of an aging and disability resource 458
688688 center shall be: 459
689689 (a) To provide Florida's elders , adults with disabilities, 460
690690 and their families with a locally focused, coordinated approach 461
691691 to integrating information and referral for all available 462
692692 services for persons elders with the eligibility determination 463
693693 entities for state and federally funded long -term-care services. 464
694694 (b) To provide for easier access to long -term-care 465
695695 services by Florida's elders , adults with disabilities, and 466
696696 their families by creating multiple access points to the long -467
697697 term-care network that flow through one established entity with 468
698698 wide community recognition. 469
699699 (3) The duties of an aging and disability resource center 470
700700 are to: 471
701701 (a) Develop referral agreements with local community 472
702702 service organizations, such as senior ce nters, existing elder 473
703703 service providers, volunteer associations, and other similar 474
704704 organizations, to better assist clients who do not need or do 475
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713713 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
714714
715715
716716
717717 not wish to enroll in programs funded by the department or the 476
718718 agency. The referral agreements must also includ e a protocol, 477
719719 developed and approved by the department, which provides 478
720720 specific actions that an aging and disability resource center 479
721721 and local community service organizations must take when a 480
722722 person or a person's an elder or an elder's representative 481
723723 seeking information on long -term-care services contacts a local 482
724724 community service organization before prior to contacting the 483
725725 aging and disability resource center. The protocol shall be 484
726726 designed to ensure that persons elders and their families are 485
727727 able to access information and services in the most efficient 486
728728 and least cumbersome manner possible. 487
729729 (b) Provide an initial screening of all clients who 488
730730 request long-term-care services to determine whether the person 489
731731 would be most appropriately served through any comb ination of 490
732732 federally funded programs, state -funded programs, locally funded 491
733733 or community volunteer programs, or private funding for 492
734734 services. 493
735735 (c) Determine eligibility for the programs and services 494
736736 listed in subsection (9) for persons residing within the 495
737737 geographic area served by the aging and disability resource 496
738738 center and determine a priority ranking for services which is 497
739739 based upon the potential recipient's frailty level and 498
740740 likelihood of institutional placement without such services. 499
741741 (d) Place on and remove from the preenrollment lists 500
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750750 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
751751
752752
753753
754754 clients eligible for the Alzheimer's Disease Initiative, 501
755755 Community Care for the Elderly, Home Care for the Elderly, and 502
756756 Statewide Medicaid Managed Care Long -Term Care programs. 503
757757 (e)(d) Manage the availability of finan cial resources for 504
758758 the programs and services listed in subsection (9) for persons 505
759759 residing within the geographic area served by the aging and 506
760760 disability resource center. 507
761761 (f)(e) When financial resources become available, refer a 508
762762 client to the most appropr iate entity to begin receiving 509
763763 services. The aging and disability resource center shall make 510
764764 referrals to lead agencies for service provision that ensure 511
765765 that persons individuals who are vulnerable adults in need of 512
766766 services pursuant to s. 415.104(3)(b), o r who are victims of 513
767767 abuse, neglect, or exploitation in need of immediate services to 514
768768 prevent further harm and are referred by the adult protective 515
769769 services program, are given primary consideration for receiving 516
770770 community-care-for-the-elderly services in c ompliance with the 517
771771 requirements of s. 430.205(5)(a) and that other referrals for 518
772772 services are in compliance with s. 430.205(5)(b). 519
773773 (f) Convene a work group to advise in the planning, 520
774774 implementation, and evaluation of the aging resource center. The 521
775775 work group shall be comprised of representatives of local 522
776776 service providers, Alzheimer's Association chapters, housing 523
777777 authorities, social service organizations, advocacy groups, 524
778778 representatives of clients receiving services through the aging 525
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787787 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
788788
789789
790790
791791 resource center, and any other persons or groups as determined 526
792792 by the department. The aging resource center, in consultation 527
793793 with the work group, must develop annual program improvement 528
794794 plans that shall be submitted to the department for 529
795795 consideration. The department shall r eview each annual 530
796796 improvement plan and make recommendations on how to implement 531
797797 the components of the plan. 532
798798 (g) Enhance the existing area agency on aging in each 533
799799 planning and service area by integrating, either physically or 534
800800 virtually, the staff and serv ices of the area agency on aging 535
801801 with the staff of the department's local CARES Medicaid 536
802802 preadmission screening unit and a sufficient number of staff 537
803803 from the Department of Children and Families' Economic Self -538
804804 Sufficiency Unit necessary to determine the fi nancial 539
805805 eligibility for all persons age 60 and older residing within the 540
806806 area served by the aging and disability resource center that are 541
807807 seeking Medicaid services, Supplemental Security Income, and 542
808808 food assistance. 543
809809 (h) Assist clients who request long -term care services in 544
810810 being evaluated for eligibility for enrollment in the Medicaid 545
811811 long-term care managed care program as eligible plans become 546
812812 available in each of the regions pursuant to s. 409.981(2). 547
813813 (i) Provide enrollment and coverage information to 548
814814 Medicaid managed long -term care enrollees as qualified plans 549
815815 become available in each of the regions pursuant to s. 550
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824824 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
825825
826826
827827
828828 409.981(2). 551
829829 (i)(j) Assist Medicaid recipients enrolled in the Medicaid 552
830830 long-term care managed care program with informally resolving 553
831831 grievances with a managed care network and assist Medicaid 554
832832 recipients in accessing the managed care network's formal 555
833833 grievance process as el igible plans become available in each of 556
834834 the regions defined in s. 409.981(2). 557
835835 (4) The department shall select the entities to become 558
836836 aging and disability resource centers based on each entity's 559
837837 readiness and ability to perform the duties listed in subse ction 560
838838 (3) and the entity's: 561
839839 (a) Expertise in the needs of each target population the 562
840840 center proposes to serve and a thorough knowledge of the 563
841841 providers that serve these populations. 564
842842 (b) Strong connections to service providers, volunteer 565
843843 agencies, and community institutions. 566
844844 (c) Expertise in information and referral activities. 567
845845 (d) Knowledge of long -term-care resources, including 568
846846 resources designed to provide services in the least restrictive 569
847847 setting. 570
848848 (e) Financial solvency and stability. 571
849849 (f) Ability to collect, monitor, and analyze data in a 572
850850 timely and accurate manner, along with systems that meet the 573
851851 department's standards. 574
852852 (g) Commitment to adequate staffing by qualified personnel 575
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861861 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
862862
863863
864864
865865 to effectively perform all functions. 576
866866 (h) Ability to meet al l performance standards established 577
867867 by the department. 578
868868 (5) The aging and disability resource center shall have a 579
869869 governing body which shall be the same entity described in s. 580
870870 20.41(7), and an executive director who may be the same person 581
871871 as described in s. 20.41(7). The governing body shall annually 582
872872 evaluate the performance of the executive director. 583
873873 (6) The aging and disability resource center may not be a 584
874874 provider of direct services other than information and referral 585
875875 services, outreach, and screening, and intake. The aging and 586
876876 disability resource center must receive a waiver to be the 587
877877 provider of any other direct services . 588
878878 (7) The aging and disability resource center must agree to 589
879879 allow the department to review any financial information the 590
880880 department determines is necessary for monitoring or reporting 591
881881 purposes, including financial relationships. 592
882882 (8) The duties and responsibilities of the community care 593
883883 for the elderly lead agencies within each area served by an 594
884884 aging and disability resource center shall be to: 595
885885 (a) Develop strong community partnerships to maximize the 596
886886 use of community resources for the purpose of assisting persons 597
887887 elders to remain in their community settings for as long as it 598
888888 is safely possible. 599
889889 (b) Conduct comprehensive assessm ents of clients that have 600
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898898 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
899899
900900
901901
902902 been determined eligible and develop a care plan consistent with 601
903903 established protocols that ensures that the unique needs of each 602
904904 client are met. 603
905905 (9) The services to be administered through the aging and 604
906906 disability resource center shall include those funded by the 605
907907 following programs: 606
908908 (a) Community care for the elderly. 607
909909 (b) Home care for the elderly. 608
910910 (c) Contracted services. 609
911911 (d) Alzheimer's disease initiative. 610
912912 (e) Older Americans Act. 611
913913 (10) The department shall, before prior to designation of 612
914914 an aging and disability resource center, develop by rule 613
915915 operational and quality assurance standards and outcome measures 614
916916 to ensure that clients receiving services through all long -term-615
917917 care programs administered through an aging and disability 616
918918 resource center are receiving the appropriate care they require 617
919919 and that contractors and subcontractors are adhering to the 618
920920 terms of their contracts and are acting in the best interests of 619
921921 the clients they are serving, consistent with the inte nt of the 620
922922 Legislature to reduce the use of and cost of nursing home care. 621
923923 The department shall by rule provide operating procedures for 622
924924 aging and disability resource centers, which shall include: 623
925925 (a) Minimum standards for financial operation, including 624
926926 audit procedures. 625
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935935 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
936936
937937
938938
939939 (b) Procedures for monitoring and sanctioning of service 626
940940 providers. 627
941941 (c) Minimum standards for technology utilized by the aging 628
942942 and disability resource center. 629
943943 (d) Minimum staff requirements which shall ensure that the 630
944944 aging and disability resource center employs sufficient quality 631
945945 and quantity of staff to adequately meet the needs of the elders 632
946946 residing within the area served by the aging and disability 633
947947 resource center. 634
948948 (e) Minimum accessibility standards, including hours of 635
949949 operation. 636
950950 (f) Minimum oversight standards for the governing body of 637
951951 the aging and disability resource center to ensure its 638
952952 continuous involvement in, and accountability for, all matters 639
953953 related to the development, implementation, staffing, 640
954954 administration, and operations of the aging and disability 641
955955 resource center. 642
956956 (g) Minimum education and experience requirements for 643
957957 executive directors and other executive staff positions of aging 644
958958 and disability resource centers. 645
959959 (h) Minimum requirements regarding any execu tive staff 646
960960 positions that the aging and disability resource center must 647
961961 employ and minimum requirements that a candidate must meet in 648
962962 order to be eligible for appointment to such positions. 649
963963 (11) In an area in which the department has designated an 650
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972972 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
973973
974974
975975
976976 area agency on aging as an aging and disability resource center, 651
977977 the department and the agency may shall not make payments for 652
978978 the services listed in subsection (9) and the Statewide Medicaid 653
979979 Managed Care Long-Term Care Program Long-Term Care Community 654
980980 Diversion Project for such persons who were not screened and 655
981981 enrolled through the aging and disability resource center. The 656
982982 department shall cease making payments for recipients in 657
983983 eligible plans as eligible plans become available in each of the 658
984984 regions defined in s. 409.981(2). 659
985985 (12) Each aging and disability resource center shall enter 660
986986 into a memorandum of understanding with the department for 661
987987 collaboration with the CARES unit staff. The memorandum of 662
988988 understanding shall outline the staff person responsible for 663
989989 each function and shall provide the staffing levels necessary to 664
990990 carry out the functions of the aging and disability resource 665
991991 center. 666
992992 (13) Each aging and disability resource center shall enter 667
993993 into a memorandum of understanding with the Department of 668
994994 Children and Families for collaboration with the Economic Self -669
995995 Sufficiency Unit staff. The memorandum of understanding shall 670
996996 outline which staff persons are responsible for which functions 671
997997 and shall provide the staffing levels necessary to carry out the 672
998998 functions of the aging and disability resource center. 673
999999 (14) If any of the state activities described in this 674
10001000 section are outsourced, either in part or in whole, the contract 675
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10091009 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
10101010
10111011
10121012
10131013 executing the outsourcing shall mandate that the contractor or 676
10141014 its subcontractors shal l, either physically or virtually, 677
10151015 execute the provisions of the memorandum of understanding 678
10161016 instead of the state entity whose function the contractor or 679
10171017 subcontractor now performs. 680
10181018 (15) In order to be eligible to begin transitioning to an 681
10191019 aging resource center, an area agency on aging board must ensure 682
10201020 that the area agency on aging which it oversees meets all of the 683
10211021 minimum requirements set by law and in rule. 684
10221022 (15)(a)(16)(a) Once an aging resource center is 685
10231023 operational, The department, in consultation with the aging and 686
10241024 disability resource center agency, may develop capitation rates 687
10251025 for any of the programs administered through the agency aging 688
10261026 resource center. Capitation rates for programs shall be based on 689
10271027 the historical cost experience of the state in providing those 690
10281028 same services to the population age 60 or older residing within 691
10291029 each area served by an aging and disability resource center. 692
10301030 Each capitated rate may vary by geographic area as determined by 693
10311031 the department. 694
10321032 (b) The department and the agen cy may determine for each 695
10331033 area served by an aging and disability resource center whether 696
10341034 it is appropriate, consistent with federal and state laws and 697
10351035 regulations, to develop and pay separate capitated rates for 698
10361036 each program administered through the aging and disability 699
10371037 resource center or to develop and pay capitated rates for 700
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10461046 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
10471047
10481048
10491049
10501050 service packages which include more than one program or service 701
10511051 administered through the aging and disability resource center. 702
10521052 (c) Once capitation rates have been developed and 703
10531053 certified as actuarially sound, the department and the agency 704
10541054 may pay service providers the capitated rates for services when 705
10551055 appropriate. 706
10561056 (d) The department, in consultation with the agency, shall 707
10571057 annually reevaluate and recertify the capitation rates, 708
10581058 adjusting forward to account for inflation, programmatic 709
10591059 changes. 710
10601060 (16)(17) This section does shall not be construed to allow 711
10611061 an aging and disability resource center to restrict, manage, or 712
10621062 impede the local fundraising activities of service providers. 713
10631063 Section 10. Section 430.503, Florida Statutes, is amended 714
10641064 to read: 715
10651065 430.503 Alzheimer's Disease Initiative; fees and 716
10661066 administrative expense. — 717
10671067 (1) Sections 430.501-430.504 may be cited as the 718
10681068 "Alzheimer's Disease Initiative." 719
10691069 (2) Provider agencies are responsible for the collection 720
10701070 of fees for services in accordance with rules adopted by the 721
10711071 department. Provider agencies shall assess fees for services 722
10721072 rendered in accordance with those rules. To help pay for 723
10731073 services received pursuant to the Alzheimer's Disease 724
10741074 Initiative, a functionally impaired elderly person shall be 725
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10831083 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
10841084
10851085
10861086
10871087 assessed a fee based on an overall ability to pay. The fee to be 726
10881088 assessed shall be fixed according to a schedule to be 727
10891089 established by the department. Services of specified value may 728
10901090 be accepted in lieu of a fee. The fee schedule shall be 729
10911091 developed in cooperation with the Alzheimer's Disease Advisory 730
10921092 Committee, area agencies on aging, and service providers. 731
10931093 Section 11. Subsection (3) of section 430.602, Florida 732
10941094 Statutes, is renumbered a s subsection (4), and a new subsection 733
10951095 (3) is added to that section, to read: 734
10961096 430.602 Home care for the elderly; definitions. —As used in 735
10971097 ss. 430.601-430.606, the term: 736
10981098 (3) "Functionally impaired elderly person" means any 737
10991099 person who is 60 years of age o r older and has physical or 738
11001100 mental limitations that restrict the person's ability to perform 739
11011101 the normal activities of daily living and that impede his or her 740
11021102 capacity to live independently without the provision of core 741
11031103 services. Functional impairment shall be determined through a 742
11041104 functional assessment administered to each applicant for home 743
11051105 care for the elderly core services. The functional assessment 744
11061106 shall be developed by the department. 745
11071107 Section 12. Subsection (3) of section 430.605, Florida 746
11081108 Statutes, is amended to read: 747
11091109 430.605 Subsidy payments. —The department shall develop a 748
11101110 schedule of subsidy payments to be made to persons providing 749
11111111 home care, and to providers of goods and services, for certain 750
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11201120 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
11211121
11221122
11231123
11241124 eligible elderly persons. Payments must be based on t he 751
11251125 financial status of the person receiving care. Payments must 752
11261126 include, but need not be limited to: 753
11271127 (3) When necessary, special supplements to provide for any 754
11281128 goods and services, including food and nutritional supplements, 755
11291129 and specialized care required to maintain the health , safety, 756
11301130 and well-being of the elderly person. Extraordinary medical, 757
11311131 dental, or pharmaceutical expenses may be paid as a special 758
11321132 supplement. 759
11331133 Section 13. Section 430.71, Florida Statutes, is created 760
11341134 to read: 761
11351135 430.71 Florida Alzh eimer's Center of Excellence. — 762
11361136 (1)(a) PURPOSE AND INTENT. —The purpose of this section is 763
11371137 to assist and support persons with Alzheimer's disease or 764
11381138 related forms of dementia and their caregivers by connecting 765
11391139 them with resources in their communities. The Legislature 766
11401140 intends to create a holistic care model for persons with 767
11411141 Alzheimer's disease or related forms of dementia and their 768
11421142 caregivers to address two primary goals: 769
11431143 1. To allow Floridians living with Alzheimer's disease or 770
11441144 related forms of dementia t o age in place. 771
11451145 2. To empower family caregivers to improve their own well -772
11461146 being. 773
11471147 (b) The development of innovative approaches to program 774
11481148 management, staff training, and service delivery which have an 775
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11571157 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
11581158
11591159
11601160
11611161 impact on cost-avoidance, cost-effectiveness, and pr ogram 776
11621162 efficiency is encouraged. 777
11631163 (2) DEFINITIONS.—As used in this section, the term: 778
11641164 (a) "Center" means the Florida Alzheimer's Center for 779
11651165 Excellence. 780
11661166 (b) "Department" means the Department of Elderly Affairs. 781
11671167 (3) POWERS AND DUTIES. — 782
11681168 (a) There is created within the Department of Elderly 783
11691169 Affairs the Florida Alzheimer's Center of Excellence, which 784
11701170 shall be responsible for improving the quality of care for 785
11711171 persons living with Alzheimer's disease or related forms of 786
11721172 dementia and improved quality of life for family caregivers. 787
11731173 (b) The center shall aim to address, at a minimum, all of 788
11741174 the following: 789
11751175 1. Early and accurate diagnosis. 790
11761176 2. Caregiver health. 791
11771177 3. Improved access to care. 792
11781178 4. Healthcare use costs. 793
11791179 5. Dementia capable workforce. 794
11801180 6. Underreporting of Alzheimer's disease and related forms 795
11811181 of dementia. 796
11821182 7. Disparities in access to dementia care. 797
11831183 (c) The center shall provide caregivers access to 798
11841184 services, including, but not limited to, all of the following: 799
11851185 1. Care consultation. 800
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11941194 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
11951195
11961196
11971197
11981198 2. Support groups. 801
11991199 3. Education and training programs. 802
12001200 4. Caregiver support services such as: 803
12011201 a. Caregiver companion. 804
12021202 b. Caregiver wellness programs. 805
12031203 c. Care support teams. 806
12041204 d. Technology based services. 807
12051205 e. Coordinating or monitoring care and services. 808
12061206 f. Assistance in obtaining diagnosis or prognosis of 809
12071207 dementia. 810
12081208 g. Assistance in obtaining end -of-life care. 811
12091209 h. Assistance connecting to resources for medical care. 812
12101210 i. Assistance with planning for current or future care. 813
12111211 j. Guidance for coping with relationship changes for 814
12121212 persons with dementia and their caregivers. 815
12131213 k. Skills for communicating with persons with dementia. 816
12141214 l. Understanding or managing behavioral symptoms of 817
12151215 dementia. 818
12161216 (d) When possible, the center shall work with the A rea 819
12171217 Agencies on Aging; Alzheimer's Disease Advisory Committee; 820
12181218 Alzheimer's Disease Initiative, including the state -funded 821
12191219 memory disorder clinics; Dementia Care and Cure Initiative; 822
12201220 universities; hospitals; and other available community resources 823
12211221 to ensure full use of the state's infrastructure. 824
12221222 (e) As necessary to fulfill its duties under this section, 825
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12311231 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
12321232
12331233
12341234
12351235 the center may provide direct services or contract for the 826
12361236 provision of services. 827
12371237 (4) ELIGIBILITY FOR SERVICES. — 828
12381238 (a) Persons seeking assistance from t he center must meet 829
12391239 all of the following criteria to be eligible for services: 830
12401240 1. At least one person in the household is a caregiver for 831
12411241 a person who has been diagnosed with, or is suspected to have, 832
12421242 Alzheimer's disease or a related form of dementia. 833
12431243 2. The caregiver or person who has been diagnosed with, or 834
12441244 is suspected to have, Alzheimer's disease or a related form of 835
12451245 dementia, is a resident of this state. 836
12461246 3. Have the goal of providing in -home care for the person 837
12471247 who has been diagnosed with, or is suspected to have, 838
12481248 Alzheimer's disease or related form of dementia. 839
12491249 (b) If the person seeking assistance meets the criteria in 840
12501250 paragraph (a), the center may provide assistance to the 841
12511251 caregiving family, subject to the availability of funds and 842
12521252 resources. 843
12531253 Section 14. Subsection (2) of section 430.901, Florida 844
12541254 Statutes, is amended to read: 845
12551255 430.901 Multiservice senior center; definition; purpose. —A 846
12561256 "multiservice senior center" is: 847
12571257 (2) An entity that may partner with an aging and 848
12581258 disability resource center to provide for easier access to long -849
12591259 term care services by seniors and their families who reside 850
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12681268 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
12691269
12701270
12711271
12721272 within the local community. 851
12731273 Section 15. Subsection (1) and paragraph (e) of subsection 852
12741274 (2) of section 744.2001, Florida Statutes, are amended to read: 853
12751275 744.2001 Office of Public and Professional Guardians. —854
12761276 There is created the Office of Public and Professional Guardians 855
12771277 within the Department of Elderly Affairs. 856
12781278 (1) The Secretary of Elderly Affairs shall appoint the 857
12791279 executive director, who shall be th e head of the Office of 858
12801280 Public and Professional Guardians. The executive director must 859
12811281 be a member of The Florida Bar, knowledgeable of guardianship 860
12821282 law and of the social services available to meet the needs of 861
12831283 incapacitated persons, shall serve on a full -time basis, and 862
12841284 shall personally, or through a representative of the office, 863
12851285 carry out the purposes and functions of the Office of Public and 864
12861286 Professional Guardians in accordance with state and federal law. 865
12871287 The executive director shall serve at the pleasur e of and report 866
12881288 to the secretary. 867
12891289 (2) The executive director shall, within available 868
12901290 resources: 869
12911291 (e) Produce and make available information about 870
12921292 alternatives to and types of guardianship for dissemination by 871
12931293 area agencies on aging as defined in s. 430. 203 and aging and 872
12941294 disability resource centers as described in s. 430.2053. 873
12951295 Section 16. Subsections (3) through (10) of section 874
12961296 744.2003, Florida Statutes, are renumbered as subsections (4) 875
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13051305 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
13061306
13071307
13081308
13091309 through (11), respectively, subsection (2) and present 876
13101310 subsection (8) are amended, and a new subsection (3) is added to 877
13111311 that section, to read: 878
13121312 744.2003 Regulation of professional guardians; 879
13131313 application; bond required; educational requirements. — 880
13141314 (2) Each professional guardian who files a petition for 881
13151315 appointment after October 1, 1997, shall post a blanket 882
13161316 fiduciary bond with the clerk of the circuit court in the county 883
13171317 in which the guardian's primary place of business is located. 884
13181318 The guardian shall provide proof of the fiduciary bond to the 885
13191319 clerks of each additional circuit court in which he or she is 886
13201320 serving as a professional guardian. The bond shall be maintained 887
13211321 by the guardian in an amount not less than $250,000 $50,000. The 888
13221322 bond must cover all wards for whom the guardian has been 889
13231323 appointed at any given time. The liability of the provider of 890
13241324 the bond is limited to the face amount of the bond, regardless 891
13251325 of the number of wards for whom the professional guardian has 892
13261326 been appointed. The act or omissions of each employee of a 893
13271327 professional guardian who has direct conta ct with the ward or 894
13281328 access to the ward's assets is covered by the terms of such 895
13291329 bond. The bond must be payable to the Governor of the State of 896
13301330 Florida and his or her successors in office and conditioned on 897
13311331 the faithful performance of all duties by the guar dian. In form, 898
13321332 the bond must be joint and several. The bond is in addition to 899
13331333 any bonds required under s. 744.351. This subsection does not 900
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13421342 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
13431343
13441344
13451345
13461346 apply to any attorney who is licensed to practice law in this 901
13471347 state and who is in good standing, to any financial in stitution 902
13481348 as defined in s. 744.309(4), or a public guardian. The expenses 903
13491349 incurred to satisfy the bonding requirements prescribed in this 904
13501350 section may not be paid with the assets of any ward. 905
13511351 (3) In the event a circuit judge decides to waive the 906
13521352 requirement for the posting of a blanket fiduciary bond by a 907
13531353 guardian, the court shall enter a written order waiving the bond 908
13541354 requirement. The court must include in its written order the 909
13551355 reasons for waiving the bond requirement. 910
13561356 (9)(8) The Department of Elderly A ffairs shall waive the 911
13571357 examination requirement in subsection (7) (6) if a professional 912
13581358 guardian can provide: 913
13591359 (a) Proof that the guardian has actively acted as a 914
13601360 professional guardian for 5 years or more; and 915
13611361 (b) A letter from a circuit judge before who m the 916
13621362 professional guardian practiced at least 1 year which states 917
13631363 that the professional guardian had demonstrated to the court 918
13641364 competency as a professional guardian. 919
13651365 Section 17. Subsection (2) of section 744.2004, Florida 920
13661366 Statutes, is amended to read: 921
13671367 744.2004 Complaints; disciplinary proceedings; penalties; 922
13681368 enforcement.— 923
13691369 (2) The Office of Public and Professional Guardians shall 924
13701370 establish disciplinary proceedings, conduct hearings, and take 925
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13791379 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
13801380
13811381
13821382
13831383 administrative action pursuant to chapter 120. Disciplinar y 926
13841384 actions may include, but are not limited to, requiring a 927
13851385 professional guardian to participate in additional educational 928
13861386 courses provided or approved by the Office of Public and 929
13871387 Professional Guardians, imposing additional monitoring by the 930
13881388 Office of Public and Professional Guardians office of the 931
13891389 guardianships to which the professional guardian is appointed, 932
13901390 restitution, fine, costs of investigation and disciplinary 933
13911391 actions, and suspension or revocation of a professional 934
13921392 guardian's registration. 935
13931393 Section 18. Subsections (1) and (2) of section 744.20041, 936
13941394 Florida Statutes, are amended to read: 937
13951395 744.20041 Grounds for discipline; penalties; enforcement. — 938
13961396 (1) The following acts by a professional guardian shall 939
13971397 constitute grounds for which the disciplinary actions specified 940
13981398 in subsection (2) may be taken: 941
13991399 (a) Making misleading, deceptive, or fraudulent 942
14001400 representations in or related to the practice of guardianship. 943
14011401 (b) Withholding information from the court involving 944
14021402 apparent or actual conflicts of intere st or that could result in 945
14031403 the appearance of or actual self -dealing. 946
14041404 (c)(b) Violating any rule governing guardians or 947
14051405 guardianships adopted by the Office of Public and Professional 948
14061406 Guardians. 949
14071407 (d)(c) Being convicted or found guilty of, or entering a 950
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14161416 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
14171417
14181418
14191419
14201420 plea of guilty or nolo contendere to, regardless of 951
14211421 adjudication, a crime in any jurisdiction which relates to the 952
14221422 practice of or the ability to practice as a professional 953
14231423 guardian. 954
14241424 (e) Misusing any advance directive, including a power of 955
14251425 attorney, living will, designation of health care surrogate, or 956
14261426 do-not-resuscitate order to the detriment of the principal or 957
14271427 benefit of the professional guardian, regardless of whether the 958
14281428 professional guardian is the guardian of the principal at the 959
14291429 time. 960
14301430 (f)(d) Failing to comply with the educational course 961
14311431 requirements contained in s. 744.2003. 962
14321432 (g)(e) Having a registration, a license, or the authority 963
14331433 to practice a regulated profession revoked, suspended, or 964
14341434 otherwise acted against, including the denial of registra tion or 965
14351435 licensure, by the registering or licensing authority of any 966
14361436 jurisdiction, including its agencies or subdivisions, for a 967
14371437 violation under Florida law. The registering or licensing 968
14381438 authority's acceptance of a relinquishment of registration or 969
14391439 licensure, stipulation, consent order, or other settlement 970
14401440 offered in response to or in anticipation of the filing of 971
14411441 charges against the registration or license shall be construed 972
14421442 as an action against the registration or license. 973
14431443 (h)(f) Knowingly filing a false report or complaint with 974
14441444 the Office of Public and Professional Guardians against another 975
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14531453 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
14541454
14551455
14561456
14571457 guardian. 976
14581458 (i) Retaliating against a ward, a ward's family, or other 977
14591459 interested party after a complaint has been filed concerning 978
14601460 that ward. 979
14611461 (j)(g) Attempting to obtain, obtaining, or renewing a 980
14621462 registration or license to practice a profession by bribery, by 981
14631463 fraudulent misrepresentation, or as a result of an error by the 982
14641464 Office of Public and Professional Guardians which is known and 983
14651465 not disclosed to the Office of Pu blic and Professional 984
14661466 Guardians. 985
14671467 (k)(h) Failing to report to the Office of Public and 986
14681468 Professional Guardians any person who the professional guardian 987
14691469 knows is in violation of this chapter or the rules of the Office 988
14701470 of Public and Professional Guardians. 989
14711471 (l)(i) Failing to perform any statutory or legal 990
14721472 obligation placed upon a professional guardian. 991
14731473 (m)(j) Making or filing a report or record that the 992
14741474 professional guardian knows to be false, intentionally or 993
14751475 negligently failing to file a report or record required by state 994
14761476 or federal law, or willfully impeding or obstructing another 995
14771477 person's attempt to do so. Such reports or records shall include 996
14781478 only those that are signed in the guardian's capacity as a 997
14791479 professional guardian. 998
14801480 (n)(k) Using the position o f guardian for the purpose of 999
14811481 financial gain by a professional guardian or a third party, 1000
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14901490 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
14911491
14921492
14931493
14941494 other than the funds awarded to the professional guardian by the 1001
14951495 court pursuant to s. 744.108. 1002
14961496 (o)(l) Violating a lawful order of the Office of Public 1003
14971497 and Professional Guardians or failing to comply with a lawfully 1004
14981498 issued subpoena of the Office of Public and Professional 1005
14991499 Guardians. 1006
15001500 (p)(m) Improperly interfering with an investigation or 1007
15011501 inspection authorized by statute or rule or with any 1008
15021502 disciplinary proceeding. 1009
15031503 (q)(n) Using the guardian relationship to engage or 1010
15041504 attempt to engage the ward, or an immediate family member or a 1011
15051505 representative of the ward, in verbal, written, electronic, or 1012
15061506 physical sexual activity. 1013
15071507 (r)(o) Failing to report to the Office of Public a nd 1014
15081508 Professional Guardians in writing within 30 days after being 1015
15091509 convicted or found guilty of, or entered a plea of nolo 1016
15101510 contendere to, regardless of adjudication, a crime in any 1017
15111511 jurisdiction. 1018
15121512 (s)(p) Being unable to perform the functions of a 1019
15131513 professional guardian with reasonable skill by reason of illness 1020
15141514 or use of alcohol, drugs, narcotics, chemicals, or any other 1021
15151515 type of substance or as a result of any mental or physical 1022
15161516 condition. 1023
15171517 (t)(q) Failing to post and maintain a blanket fiduciary 1024
15181518 bond pursuant to s. 744.2003. 1025
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15271527 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
15281528
15291529
15301530
15311531 (u)(r) Failing to maintain all records pertaining to a 1026
15321532 guardianship for a reasonable time after the court has closed 1027
15331533 the guardianship matter. 1028
15341534 (v) Failing to immediately report the Department of 1029
15351535 Children and Families' Adult Protective Se rvices Unit and local 1030
15361536 law enforcement incidents of abuse, neglect, or exploitation. 1031
15371537 (w)(s) Violating any provision of this chapter or any rule 1032
15381538 adopted pursuant thereto. 1033
15391539 (2) When the Office of Public and Professional Guardians 1034
15401540 finds any person a professional guardian guilty of violating 1035
15411541 subsection (1), it may enter an order imposing one or more of 1036
15421542 the following penalties: 1037
15431543 (a) Refusal to register an applicant as a professional 1038
15441544 guardian. 1039
15451545 (b) Suspension or permanent revocation of a professional 1040
15461546 guardian's registration. 1041
15471547 (c) Issuance of a reprimand or letter of concern. 1042
15481548 (d) Requirement that the professional guardian undergo 1043
15491549 treatment, attend continuing education courses, submit to 1044
15501550 reexamination, or satisfy any terms that are reasonably tailored 1045
15511551 to the violations found. 1046
15521552 (e) Requirement that the professional guardian pay 1047
15531553 restitution of any funds obtained, disbursed, or obtained 1048
15541554 through a violation of any statute, rule, or other legal 1049
15551555 authority to a ward or the ward's estate, if applicable. 1050
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15641564 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
15651565
15661566
15671567
15681568 (f) Requirement that the professional guardian pay a fine, 1051
15691569 not to exceed $500 per violation. 1052
15701570 (g) Requirement that the professional guardian pay the 1053
15711571 costs of investigation and prosecution. 1054
15721572 (h)(f) Requirement that the professional guardian undergo 1055
15731573 remedial education. 1056
15741574 Section 19. Section 744.20061, Florida Statutes, is 1057
15751575 created to read: 1058
15761576 744.20061 Office of public guardian boards; conflicts of 1059
15771577 interest.— 1060
15781578 (1) In order to serve as an office of public guardian, an 1061
15791579 entity must: 1062
15801580 (a) Be organized as a Florida corpo ration or a 1063
15811581 governmental entity. 1064
15821582 (b)1. Be governed by a board of directors. Board members 1065
15831583 shall provide oversight and ensure accountability and 1066
15841584 transparency for the system of care. The board of directors 1067
15851585 shall provide fiduciary oversight to prevent confl icts of 1068
15861586 interest, promote accountability and transparency, and protect 1069
15871587 state and federal funding from misuse. The board of directors 1070
15881588 shall act in accordance with s. 617.0830. The membership of the 1071
15891589 board of directors must be described in the bylaws or artic les 1072
15901590 of incorporation of each office of public guardian, which must 1073
15911591 provide that 100 percent of the membership of the board of 1074
15921592 directors must be composed of persons residing within the 1075
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16011601 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
16021602
16031603
16041604
16051605 service area of the office of public guardian. The office of 1076
16061606 public guardian shall ensure that board members participate in 1077
16071607 annual training related to their responsibilities. The 1078
16081608 Department of Elderly Affairs shall provide minimum training 1079
16091609 criteria in the contracts with the offices of public guardian. 1080
16101610 2. The powers of the bo ard of directors include, but are 1081
16111611 not limited to, approving the office of public guardian's budget 1082
16121612 and setting the office of public guardian's operational policy 1083
16131613 and procedures. A board of directors must additionally have the 1084
16141614 power to hire the office of pu blic guardian's executive 1085
16151615 director. 1086
16161616 (c) Demonstrate financial responsibility through an 1087
16171617 organized plan for regular fiscal audits and the posting of a 1088
16181618 performance bond to cover any costs associated with the assessed 1089
16191619 penalties related to a failure to discl ose a conflict of 1090
16201620 interest under subsection (3). 1091
16211621 (2) As used in this section, the term: 1092
16221622 (a) "Activity" includes, but is not limited to, a contract 1093
16231623 for goods and services, a contract for the purchase of any real 1094
16241624 or tangible property, or an agreement to engage with an office 1095
16251625 of public guardian for the benefit of a third party in exchange 1096
16261626 for an interest in real or tangible property, a monetary 1097
16271627 benefit, or an in-kind contribution. 1098
16281628 (b) "Conflict of interest" means when a board member, a 1099
16291629 director, or an officer, or a relative of a board member, a 1100
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16391639
16401640
16411641
16421642 director, or an officer of an office of public guardian does any 1101
16431643 of the following: 1102
16441644 1. Enters into a contract or other transaction for goo ds 1103
16451645 or services with the office of public guardian. 1104
16461646 2. Holds a direct or indirect interest in a corporation, 1105
16471647 limited liability corporation, partnership, limited liability 1106
16481648 partnership, or other business entity that conducts business 1107
16491649 with the office of publ ic guardian or proposes to enter into a 1108
16501650 contract or other transaction with the office of public 1109
16511651 guardian. For purposes of this paragraph, the term "indirect 1110
16521652 interest" has the same meaning as in s. 112.312. 1111
16531653 3. Knowingly obtains a direct or indirect person al, 1112
16541654 financial, professional, or other benefit as a result of the 1113
16551655 relationship of such board member, director, or officer, or 1114
16561656 relative of the board member, director, or officer, with the 1115
16571657 office of public guardian. For purposes of this paragraph, the 1116
16581658 term "benefit" does not include per diem and travel expenses 1117
16591659 paid or reimbursed to board members or officers of the office of 1118
16601660 public guardian in connection with their service on the board. 1119
16611661 (c) "Related party" means any entity of which a director 1120
16621662 or an officer of the entity is also directly or indirectly 1121
16631663 related to, or has a direct or indirect financial or other 1122
16641664 material interest in, the office of public guardian. The term 1123
16651665 also includes any subsidiary firm, parent entity, associate 1124
16661666 firm, or joint venture. 1125
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16751675 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
16761676
16771677
16781678
16791679 (d) "Relative" means a relative within the third degree of 1126
16801680 consanguinity by blood or marriage. 1127
16811681 (3)(a)1. For any activity that is presented to the board 1128
16821682 of an office of public guardian for its initial consideration 1129
16831683 and approval, or any activity that involves a contract that is 1130
16841684 being considered for renewal, a board member, a director, or an 1131
16851685 officer of an office of public guardian shall disclose to the 1132
16861686 board any activity that may reasonably be construed to be a 1133
16871687 conflict of interest before such activity is initia lly 1134
16881688 considered and approved or a contract is renewed by the board. A 1135
16891689 rebuttable presumption of a conflict of interest exists if the 1136
16901690 activity was acted on by the board without prior notice as 1137
16911691 required under paragraph (b). The board shall immediately 1138
16921692 disclose any known actual or potential conflicts to the 1139
16931693 Department of Elderly Affairs. 1140
16941694 2. An office of public guardian may not enter into a 1141
16951695 contract or be a party to any transaction with related parties 1142
16961696 if a conflict of interest is not properly disclosed. 1143
16971697 (b)1. If a board member, a director, or an officer of an 1144
16981698 office of public guardian, or a relative of a board member or an 1145
16991699 officer, proposes to engage in an activity as described in 1146
17001700 subparagraph (a)1., the proposed activity must be listed on the 1147
17011701 meeting agenda for the next general or special meeting of the 1148
17021702 board members, and copies of all contracts and transactional 1149
17031703 documents related to the proposed activity must be included in 1150
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17121712 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
17131713
17141714
17151715
17161716 the agenda. The meeting agenda must clearly identify the 1151
17171717 existence of a potential co nflict of interest for the proposed 1152
17181718 activity. Before a board member or an officer of the office of 1153
17191719 public guardian, or a relative of a board member or an officer, 1154
17201720 engages in the proposed activity, the activity and contract or 1155
17211721 other transactional documents must be approved by an affirmative 1156
17221722 vote of two-thirds of all other board members present. 1157
17231723 2. If a board member, a director, or an officer of the 1158
17241724 office of public guardian notifies the board of a potential 1159
17251725 conflict of interest with the board member or off icer, or a 1160
17261726 relative of the board member or officer, under an existing 1161
17271727 contract as described in subparagraph (a)2., the board must 1162
17281728 notice the activity on a meeting agenda for the next general or 1163
17291729 special meeting of the board members, and copies of all 1164
17301730 contracts and transactional documents related to the activity 1165
17311731 must be attached. The meeting agenda must clearly identify the 1166
17321732 existence of a potential conflict of interest. The board must be 1167
17331733 given the opportunity to approve or disapprove the conflict of 1168
17341734 interest by a vote of two-thirds of all other board members 1169
17351735 present. 1170
17361736 (c)1. If the board votes against the proposed activity 1171
17371737 under subparagraph (b)1., the board member or officer of the 1172
17381738 office of public guardian, or the relative of the board member 1173
17391739 or officer, must notify the board in writing of his or her 1174
17401740 intention, or his or her relative's intention, not to pursue the 1175
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17491749 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
17501750
17511751
17521752
17531753 proposed activity, or the board member or officer shall withdraw 1176
17541754 from office before the next scheduled board meeting. If the 1177
17551755 board finds that a boa rd member or officer has violated this 1178
17561756 paragraph, the board member or officer shall be removed from 1179
17571757 office before the next scheduled board meeting. 1180
17581758 2. In the event that the board does not approve a conflict 1181
17591759 of interest as required under subparagraph (b)2 ., the parties to 1182
17601760 the activity may opt to cancel the activity or, in the 1183
17611761 alternative, the board member or officer of the office of public 1184
17621762 guardian must resign from the board before the next scheduled 1185
17631763 board meeting. If the activity canceled is a contract, t he 1186
17641764 office of public guardian is only liable for the reasonable 1187
17651765 value of the goods and services provided up to the time of 1188
17661766 cancellation and is not liable for any termination fee, 1189
17671767 liquidated damages, or other form of penalty for such 1190
17681768 cancellation. 1191
17691769 (d) A board member or an officer of an office of public 1192
17701770 guardian, or a relative of a board member or an officer, who is 1193
17711771 a party to, or has an interest in, an activity that is a 1194
17721772 possible conflict of interest may attend the meeting at which 1195
17731773 the activity is considere d by the board and may make a 1196
17741774 presentation to the board regarding the activity. After the 1197
17751775 presentation, the board member or officer, or the relative of 1198
17761776 the board member or officer, must leave the meeting during the 1199
17771777 discussion of, and the vote on, the activ ity. A board member or 1200
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17861786 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
17871787
17881788
17891789
17901790 an officer who is a party to, or has an interest in, the 1201
17911791 activity shall recuse himself or herself from the vote. 1202
17921792 (e) A contract entered into between a board member or an 1203
17931793 officer of an office of public guardian, or a relative of a 1204
17941794 board member, a director, or an officer, and the office of 1205
17951795 public guardian which has not been properly disclosed as a 1206
17961796 conflict of interest or potential conflict of interest under 1207
17971797 this section is voidable and terminates upon the filing of a 1208
17981798 written notice terminating the contract with the board of 1209
17991799 directors which contains the consent of at least 20 percent of 1210
18001800 the voting interests of the office of public guardian. 1211
18011801 (f)1. All Department of Elderly Affairs contracts with 1212
18021802 offices of public guardian must contain the following 1213
18031803 contractual penalty provisions: 1214
18041804 a. Penalties in the amount of $5,000 per occurrence must 1215
18051805 be imposed for each known and potential conflict of interest, as 1216
18061806 described in paragraph (b), which is not disclosed to the 1217
18071807 Department of Elderly Affair s. 1218
18081808 b. If a contract is executed for which a conflict of 1219
18091809 interest was not disclosed to the Department of Elderly Affairs 1220
18101810 before execution of the contract, the following penalties apply: 1221
18111811 (I) A penalty in the amount of $20,000 for a first 1222
18121812 offense. 1223
18131813 (II) A penalty in the amount of $30,000 for a second or 1224
18141814 subsequent offense. 1225
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18231823 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
18241824
18251825
18261826
18271827 (III) Removal of the board member who did not disclose a 1226
18281828 known conflict of interest. 1227
18291829 2. The penalties for failure to disclose a conflict of 1228
18301830 interest under sub-subparagraphs 1.a. and b. apply to any 1229
18311831 contract entered into, regardless of the method of procurement, 1230
18321832 including, but not limited to, formal procurement, single -source 1231
18331833 contracts, and contracts that do not meet the minimum threshold 1232
18341834 for formal procurement. 1233
18351835 3. A contract procur ed for which a conflict of interest 1234
18361836 was not disclosed to the Department of Elderly Affairs before 1235
18371837 execution of the contract must be reprocured. The Department of 1236
18381838 Elderly Affairs shall recoup from the office of public guardian 1237
18391839 expenses related to a contract that was executed without 1238
18401840 disclosure of a conflict of interest. 1239
18411841 Section 20. Subsection (5) of section 744.2103, Florida 1240
18421842 Statutes, is amended to read: 1241
18431843 744.2103 Reports and standards. — 1242
18441844 (5)(a) Each office of public guardian shall undergo an 1243
18451845 independent audit by a qualified certified public accountant at 1244
18461846 least annually, including all ward property under the control or 1245
18471847 administration of the guardian. Upon receipt, once every 2 1246
18481848 years. a copy of the audit report shall be submitted to the 1247
18491849 Office of Public and Professional Guardians. 1248
18501850 (b) If the public guardian is a corporate not for profit, 1249
18511851 it shall submit a copy of its annual IRS Form 990 to the Office 1250
18521852
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18601860 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
18611861
18621862
18631863
18641864 of Public and Professional Guardians annually. 1251
18651865 (c)(b) In addition to regular monitoring activities, th e 1252
18661866 Office of Public and Professional Guardians shall conduct an 1253
18671867 investigation into the practices of each office of public 1254
18681868 guardian related to the managing of each ward's personal affairs 1255
18691869 and property. If feasible, the investigation shall be conducted 1256
18701870 in conjunction with the financial audit of each office of public 1257
18711871 guardian under paragraph (a). 1258
18721872 Section 21. Subsection (2) of section 744.2104, Florida 1259
18731873 Statutes, is renumbered as subsection (4), and new subsections 1260
18741874 (2) and (3) are added to that section, amend ed to read: 1261
18751875 744.2104 Access to records by the Office of Public and 1262
18761876 Professional Guardians; confidentiality. — 1263
18771877 (2) In conducting an investigation, the Office of Public 1264
18781878 and Professional Guardians may issue subpoenas duces tecum to 1265
18791879 financial institutions, insurance companies, the ward's 1266
18801880 caregivers, any facility at which the ward is or has resided, 1267
18811881 and the guardian to compel the production of records relevant to 1268
18821882 the investigation conducted by the office. 1269
18831883 (3) If there is substantial noncompliance with a subpoena 1270
18841884 duces tecum issued by the office, the office may petition the 1271
18851885 court in the county in which the person res ides or has or his 1272
18861886 place of business for an order requiring the person to produce 1273
18871887 such records as specified in the subpoena duces tecum. 1274
18881888 Section 22. Subsection (1) of section 744.351, Florida 1275
18891889
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18971897 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
18981898
18991899
19001900
19011901 Statutes, is amended to read: 1276
19021902 744.351 Bond of guardian. — 1277
19031903 (1) Before exercising his or her authority as guardian, 1278
19041904 every person appointed a guardian of the property of a ward in 1279
19051905 this state shall file a bond with surety as prescribed in s. 1280
19061906 45.011 to be approved by the clerk. The bond shall be payable to 1281
19071907 the Governor of the state and the Governor's successors in 1282
19081908 office, conditioned on the faithful performance of all duties by 1283
19091909 the guardian. In form the bond shall be joint and several. When 1284
19101910 the petitioner or guardian presents compelling reasons, the 1285
19111911 court may waive a bond or require the use of a designated 1286
19121912 financial institution as defined in s. 655.005(1) , by entering a 1287
19131913 written order detailing the compelling reasons relied on in 1288
19141914 waiving the bond. 1289
19151915 Section 23. Paragraph (b) of subsection (13) and paragraph 1290
19161916 (d) of subsection (14) of section 744.361, Florida Statutes, are 1291
19171917 amended to read: 1292
19181918 744.361 Powers and duties of guardian. — 1293
19191919 (13) Recognizing that every individual has unique needs 1294
19201920 and abilities, a guardian who is given authority over a ward's 1295
19211921 person shall, as appr opriate under the circumstances: 1296
19221922 (b) Allow the ward to maintain visitation or other contact 1297
19231923 with his or her family and friends unless a court has: the 1298
19241924 guardian believes that such contact may cause harm to the ward. 1299
19251925 1. Determined that such visitation or other contact is not 1300
19261926
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19341934 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
19351935
19361936
19371937
19381938 in the best interests of the ward; or 1301
19391939 2. Placed reasonable limitations on such visitation or 1302
19401940 other contact in a court order. 1303
19411941 (14) A professional guardian must ensure that each of the 1304
19421942 guardian's wards is personally visited by the g uardian or one of 1305
19431943 the guardian's professional staff at least once each calendar 1306
19441944 quarter. During the personal visit, the guardian or the 1307
19451945 guardian's professional staff person shall assess: 1308
19461946 (d) The nature and extent of visitation or other contact 1309
19471947 and communication with the ward's family and friends. 1310
19481948 1311
19491949 This subsection does not apply to a professional guardian who 1312
19501950 has been appointed only as guardian of the property. 1313
19511951 Section 24. Subsection (4) of section 744.3701, Florida 1314
19521952 Statutes, is amended to read: 1315
19531953 744.3701 Confidentiality. — 1316
19541954 (4) The clerk may disclose confidential information to the 1317
19551955 Department of Children and Families , the Department of Elderly 1318
19561956 Affairs, or law enforcement agencies for other purposes as 1319
19571957 provided by court order. 1320
19581958 Section 25. Subsection (12) of section 744.441, Florida 1321
19591959 Statutes, is amended to read: 1322
19601960 744.441 Powers of guardian upon court approval. —After 1323
19611961 obtaining approval of the court pursuant to a petition for 1324
19621962 authorization to act, a plenary guardian of the property, or a 1325
19631963
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19711971 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
19721972
19731973
19741974
19751975 limited guardian of the property within the powers granted by 1326
19761976 the order appointing the guardian or an approved annual or 1327
19771977 amended guardianship report, may do all of the following: 1328
19781978 (12) Sell, mortgage, or lease any real or personal 1329
19791979 property of the estate, includi ng homestead property, or any 1330
19801980 interest therein for cash or credit, or for part cash and part 1331
19811981 credit, and with or without security for unpaid balances if the 1332
19821982 filed petition includes all details of the sale, including, at a 1333
19831983 minimum, the identity of the real estate agent, the company for 1334
19841984 which the agent is employed and to be used to sell the property, 1335
19851985 whether there is any relationship between the guardian and the 1336
19861986 company and, if so, the nature of that relationship and whether 1337
19871987 the guardian will benefit from usi ng that real estate agent or 1338
19881988 company identified within the petition . 1339
19891989 Section 26. Section 744.448, Florida Statutes, is created 1340
19901990 to read: 1341
19911991 744.448 Real property transactions. - 1342
19921992 (1) Notwithstanding any other provision of law to the 1343
19931993 contrary, a written, certified appraisal of the ward's real 1344
19941994 property must be completed before filing the petition for 1345
19951995 authorization to act. The appraisal must be completed by 1346
19961996 appraiser who has an active registration, license, or 1347
19971997 certification pursuant to part II, chapter 475. The appraisal 1348
19981998 must determine the fair market value the ward's real property 1349
19991999 and certified no longer than 90 days before filing the petition 1350
20002000
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20082008 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
20092009
20102010
20112011
20122012 for authorization to act. 1351
20132013 (2) The guardian shall make every effort to market the 1352
20142014 property effectively, which inclu des, but is not limited to, 1353
20152015 employing a qualified real estate agent or broker to market the 1354
20162016 property appropriately in order to obtain the highest sale 1355
20172017 price. 1356
20182018 (a) Unless there is a compelling reason not to, all real 1357
20192019 property marketed for sale shall be pla ced on the multiple-1358
20202020 listing service (MLS) for a reasonable amount of time. 1359
20212021 (b) If real property is not sold by using the MLS, the 1360
20222022 guardian shall maintain detailed records supporting the 1361
20232023 compelling reasons the MLS was not used, for inspection by the 1362
20242024 court or the Office of Public and Professional Guardians. 1363
20252025 (3) In addition to the requirements in s. 744.447., the 1364
20262026 petition for authorization to act must be verified by the 1365
20272027 guardian and include: 1366
20282028 (a) How the proceeds from the sale will be used for the 1367
20292029 benefit the ward, as provided for under the terms of the 1368
20302030 guardianship plan or by law; 1369
20312031 (b) A full disclosure of any financial interest, direct or 1370
20322032 indirect, related to the sale or the proposed use of the 1371
20332033 proceeds of the sale by the guardian or the guardian's fami ly 1372
20342034 member, business partner, employer, employee, member of the 1373
20352035 board of a corporate professional guardian, attorney, agent, or 1374
20362036 any corporation or trust in which the guardian or a family 1375
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20452045 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
20462046
20472047
20482048
20492049 member of the guardian has a beneficial interest in the 1376
20502050 transaction. 1377
20512051 (c) Documentation of any conflicts of interest, actual or 1378
20522052 perceived, related to the sale or the proposed use of the 1379
20532053 proceeds of the sale by the guardian or the guardian's family 1380
20542054 member, business partner, employer, employee, member of the 1381
20552055 board of a corporate professional guardian, attorney, agent, or 1382
20562056 any corporation or trust in which the guardian or a family 1383
20572057 member of the guardian has a beneficial interest in the 1384
20582058 transaction. 1385
20592059 (d) Notice of the petition for authorization to act must 1386
20602060 be given to the ward, to the next of kin, if any, and to those 1387
20612061 persons who have filed requests for notices and copies of 1388
20622062 pleadings and provide 20 days to file objections to the sale. 1389
20632063 (e) Provide the compelling reasons the MLS was not used, 1390
20642064 if applicable. 1391
20652065 (4) The guardian sh all maintain detailed records of all 1392
20662066 negotiations, offers, and communications related to the sale of 1393
20672067 the real property, along with copies of all documents for a 1394
20682068 period of 5 years after her or his discharge, notwithstanding 1395
20692069 any other provision of law to the contrary. The records must be 1396
20702070 made available for inspection and review by the Office of Public 1397
20712071 and Professional Guardians and the court. 1398
20722072 (5) In the annual accounting following the sale of the 1399
20732073 real property, the guardian must include the: 1400
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20822082 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
20832083
20842084
20852085
20862086 (a) The executed sales contract. 1401
20872087 (b) The closing statement. 1402
20882088 (c) Evidence of how the proceeds have been used to date. 1403
20892089 Section 27. Subsection (12) of section 400.0060, Florida 1404
20902090 Statutes, is amended to read: 1405
20912091 400.0060 Definitions. —When used in this part, unless the 1406
20922092 context clearly dictates otherwise, the term: 1407
20932093 (12) "State council" means the State Long -Term Care 1408
20942094 Ombudsman Council created by s. 400.0067. 1409
20952095 Section 28. Paragraph (h) of subsection (2) of section 1410
20962096 400.0065, Florida Statutes, is amended to read: 1411
20972097 400.0065 State Long-Term Care Ombudsman Program; duties 1412
20982098 and responsibilities. — 1413
20992099 (2) The State Long-Term Care Ombudsman has the duty and 1414
21002100 authority to: 1415
21012101 (h) Prepare an annual report describing the activities 1416
21022102 carried out by the office, the state council, the districts, and 1417
21032103 the local councils in the year for which the report is prepared. 1418
21042104 The state ombudsman shall submit the report to the secretary, 1419
21052105 the United States Assistant Secretary for Aging, the Governor, 1420
21062106 the President of the Senate, the Speaker of the Ho use of 1421
21072107 Representatives, the Secretary of Children and Families, and the 1422
21082108 Secretary of the Agency for Health Care Administration at least 1423
21092109 30 days before the convening of the regular session of the 1424
21102110 Legislature. The report must, at a minimum: 1425
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21192119 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
21202120
21212121
21222122
21232123 1. Contain and analyze data collected concerning 1426
21242124 complaints about and conditions in long -term care facilities and 1427
21252125 the disposition of such complaints. 1428
21262126 2. Evaluate the problems experienced by residents. 1429
21272127 3. Analyze the successes of the State Long -Term Care 1430
21282128 Ombudsman Program during the preceding year, including an 1431
21292129 assessment of how successfully the program has carried out its 1432
21302130 responsibilities under the Older Americans Act. 1433
21312131 4. Provide recommendations for policy, regulatory, and 1434
21322132 statutory changes designed to solve identif ied problems; resolve 1435
21332133 residents' complaints; improve residents' lives and quality of 1436
21342134 care; protect residents' rights, health, safety, and welfare; 1437
21352135 and remove any barriers to the optimal operation of the State 1438
21362136 Long-Term Care Ombudsman Program. 1439
21372137 5. Contain recommendations from the State Long -Term Care 1440
21382138 Ombudsman Council regarding program functions and activities and 1441
21392139 recommendations for policy, regulatory, and statutory changes 1442
21402140 designed to protect residents' rights, health, safety, and 1443
21412141 welfare. 1444
21422142 6. Contain any relevant recommendations from the 1445
21432143 representatives of the State Long -Term Care Ombudsman Program 1446
21442144 regarding program functions and activities. 1447
21452145 Section 29. Subsection (2) of section 400.0073, Florida 1448
21462146 Statutes, is amended to read: 1449
21472147 400.0073 State and loc al ombudsman council 1450
21482148
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21562156 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
21572157
21582158
21592159
21602160 investigations.— 1451
21612161 (2) Subsequent to an appeal from a local council, the 1452
21622162 state council may investigate any complaint received by the 1453
21632163 local council involving a long -term care facility or a resident. 1454
21642164 Section 30. Paragraph (a) of subs ection (1) and paragraph 1455
21652165 (a) of subsection (2) of section 400.0075, Florida Statutes, are 1456
21662166 amended to read: 1457
21672167 400.0075 Complaint notification and resolution 1458
21682168 procedures.— 1459
21692169 (1)(a) Any complaint verified by a representative of the 1460
21702170 State Long-Term Care Ombudsman Program as a result of an 1461
21712171 investigation which is determined by the local council to 1462
21722172 require remedial action may be identified and brought to the 1463
21732173 attention of the long -term care facility administrator subject 1464
21742174 to the confidentiality provisions of s. 400.0 077. Upon receipt 1465
21752175 of the information, the administrator, with the concurrence of 1466
21762176 the representative of the State Long -Term Care Ombudsman 1467
21772177 Program, shall establish target dates for taking appropriate 1468
21782178 remedial action. If, by the target date, the remedial act ion is 1469
21792179 not completed or forthcoming, the representative of the State 1470
21802180 Long-Term Care Ombudsman Program may extend the target date if 1471
21812181 there is reason to believe such action would facilitate the 1472
21822182 resolution of the complaint, or the representative of the State 1473
21832183 Long-Term Care Ombudsman Program may refer the complaint to the 1474
21842184 district manager, who may refer the complaint to the state 1475
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21932193 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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21972197 council. 1476
21982198 (2) Upon referral from a district or local council, the 1477
21992199 state ombudsman or his or her designee shall assume the 1478
22002200 responsibility for the disposition of the complaint. If a long -1479
22012201 term care facility fails to take action to resolve or remedy the 1480
22022202 complaint, the state ombudsman may: 1481
22032203 (a) In accordance with s. 400.0077, publicize the 1482
22042204 complaint, the recommendations of the lo cal or state council, 1483
22052205 and the response of the long -term care facility. 1484
22062206 Section 31. Subsection (2) of section 400.0087, Florida 1485
22072207 Statutes, is amended to read: 1486
22082208 400.0087 Department oversight; funding. — 1487
22092209 (2) The department shall monitor the State Long-Term Care 1488
22102210 Ombudsman Program, the state council, and the local councils to 1489
22112211 ensure that each is carrying out the duties delegated to it by 1490
22122212 state and federal law. 1491
22132213 Section 32. Section 430.504, Florida Statutes, is amended 1492
22142214 to read: 1493
22152215 430.504 Confidentiality o f information.—Information about 1494
22162216 clients of programs created or funded under s. 430.501 or s. 1495
22172217 430.503 which is received through files, reports, inspections, 1496
22182218 or otherwise, by the department or by authorized departmental 1497
22192219 employees, by persons who volunteer s ervices, or by persons who 1498
22202220 provide services to clients of programs created or funded under 1499
22212221 s. 430.501 or s. 430.503 through contracts with the department 1500
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22302230 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S
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22342234 is confidential and exempt from the provisions of s. 119.07(1). 1501
22352235 Such information may not be disclosed publicly in such a manner 1502
22362236 as to identify a person who receives services under s. 430.501 1503
22372237 or s. 430.503, unless that person or that person's legal 1504
22382238 guardian provides written consent. 1505
22392239 Section 33. This act shall take effect July 1, 2025. 1506