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9 | 9 | | Page 1 of 61 |
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10 | 10 | | 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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14 | 14 | | A bill to be entitled 1 |
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15 | 15 | | An act relating to aging and disability services; 2 |
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16 | 16 | | repealing s. 400.0067, F.S., relating to the State 3 |
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17 | 17 | | Long-Term Care Ombudsman Council; amending s. 409.979, 4 |
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18 | 18 | | F.S.; revising requirements for Medicaid recipients to 5 |
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19 | 19 | | receive an offer for enrollment for long -term care 6 |
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20 | 20 | | services; requiring the Department of Elderly Affairs 7 |
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21 | 21 | | to maintain a statewide preenrollment list for certain 8 |
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22 | 22 | | services; requiring aging and disability resource 9 |
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23 | 23 | | center personnel to place individuals on certain 10 |
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24 | 24 | | lists; requiring certain staff to administ er 11 |
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25 | 25 | | rescreening under certain circumstances; amending s. 12 |
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26 | 26 | | 430.03, F.S.; revising the purposes of the Department 13 |
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27 | 27 | | of Elderly Affairs to include providing direct 14 |
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28 | 28 | | services to the elderly population under certain 15 |
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29 | 29 | | circumstances; amending s. 430.04, F.S.; revising the 16 |
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30 | 30 | | duties and responsibilities of the department to 17 |
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31 | 31 | | include designating area agencies on aging; creating 18 |
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32 | 32 | | s. 430.09, F.S.; providing requirements for area 19 |
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33 | 33 | | agencies on aging expenditures; prohibiting an 20 |
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34 | 34 | | administrative employee of an area agency on aging 21 |
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35 | 35 | | from receiving a specified salary amount; providing 22 |
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36 | 36 | | construction; amending s. 430.203, F.S.; revising and 23 |
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37 | 37 | | providing definitions; amending s. 430.204, F.S.; 24 |
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38 | 38 | | removing certain funding responsibilities of the 25 |
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39 | 39 | | |
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40 | 40 | | HB 1457 2025 |
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46 | 46 | | Page 2 of 61 |
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47 | 47 | | 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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51 | 51 | | department and certain entities; removing 26 |
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52 | 52 | | responsibility of provider agencies to collect and 27 |
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53 | 53 | | assess fees for certain services; amending s. 430.205, 28 |
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54 | 54 | | F.S.; removing certain funding responsibilities of the 29 |
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55 | 55 | | department; revising frequency of inservice training 30 |
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56 | 56 | | for certain providers; revising the term "primary 31 |
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57 | 57 | | consideration" to "priority consideration"; amending 32 |
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58 | 58 | | s. 430.2053, F.S.; redesignating aging resource 33 |
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59 | 59 | | centers as aging and disability resource centers; 34 |
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60 | 60 | | authorizing aging and disability resource centers to 35 |
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61 | 61 | | place and remove certain individuals on or from 36 |
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62 | 62 | | preenrollment lists; removing a requirement for 37 |
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63 | 63 | | convening a work group for certain purposes; removing 38 |
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64 | 64 | | a requirement for an aging and disability resource 39 |
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65 | 65 | | center to provide enrollment and coverage information 40 |
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66 | 66 | | to certain individuals; requiring the aging and 41 |
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67 | 67 | | disability resource center to receive a waiver to be 42 |
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68 | 68 | | the provider of other direct services; revising the 43 |
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69 | 69 | | program to which the department and the agency on 44 |
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70 | 70 | | aging may not make payments; removing an eligibility 45 |
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71 | 71 | | requirement for an area agency on aging to transition 46 |
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72 | 72 | | to an aging resource center; revising who the 47 |
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73 | 73 | | department may consult with to develop capitation 48 |
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74 | 74 | | rates; amending s. 430.503, F.S.; removing the 49 |
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75 | 75 | | responsibility of provider agencies to collect and 50 |
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77 | 77 | | HB 1457 2025 |
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83 | 83 | | Page 3 of 61 |
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84 | 84 | | 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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88 | 88 | | assess fees for certain purposes; amending s. 430.602, 51 |
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89 | 89 | | F.S.; defining the term "functionally impaired elderly 52 |
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90 | 90 | | person"; amending s. 430.605, F.S.; revising certain 53 |
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91 | 91 | | subsidy payments to include food and nutritional 54 |
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92 | 92 | | supplements; creating s. 430.71, F.S.; providing 55 |
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93 | 93 | | purpose and legislative intent for the Florida 56 |
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94 | 94 | | Alzheimer's Center of Excellence; providing 57 |
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95 | 95 | | definitions; providing powers and duties of the 58 |
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96 | 96 | | center; providing eligibility requirements for 59 |
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97 | 97 | | services; amending s. 430.901, F.S.; conforming 60 |
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98 | 98 | | provisions to changes made by the act; amending s. 61 |
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99 | 99 | | 744.2001, F.S.; removing a requ irement for the 62 |
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100 | 100 | | executive director of the Office of Public and 63 |
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101 | 101 | | Professional Guardians to report to the Secretary of 64 |
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102 | 102 | | Elderly Affairs amending s. 744.2003, F.S.; revising 65 |
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103 | 103 | | the amount of a specified bond maintained by a 66 |
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104 | 104 | | guardian for certain purposes; requiring the court to 67 |
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105 | 105 | | enter a written order waiving the bond requirement and 68 |
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106 | 106 | | include reasons for waiver under certain 69 |
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107 | 107 | | circumstances; amending ss. 744.2004 and 744.20041, 70 |
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108 | 108 | | F.S.; revising disciplinary actions; creating s. 71 |
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109 | 109 | | 744.20061, F.S.; providing requirements for a n entity 72 |
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110 | 110 | | to serve as an office of public guardian; providing 73 |
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111 | 111 | | definitions; requiring a board member, a director, or 74 |
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112 | 112 | | an officer of an office of public guardian to disclose 75 |
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121 | 121 | | 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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125 | 125 | | any conflict of interest to the office's board; 76 |
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126 | 126 | | providing that a conflict of interest in a contract 77 |
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127 | 127 | | must to be noticed and voted on; providing 78 |
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128 | 128 | | requirements for certain contracts; providing 79 |
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129 | 129 | | penalties; amending s. 744.2103, F.S.; revising 80 |
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130 | 130 | | requirements for a required independent audit for each 81 |
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131 | 131 | | office of public guardian; amending s. 744.2104, F .S.; 82 |
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132 | 132 | | providing requirements for Office of Public and 83 |
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133 | 133 | | Professional Guardians in conducting certain 84 |
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134 | 134 | | investigations; amending s. 744.351, F.S.; requiring a 85 |
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135 | 135 | | court to enter a written order with specified 86 |
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136 | 136 | | information when waiving a certain bond; amending s. 87 |
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137 | 137 | | 744.361, F.S.; revising powers and duties of a 88 |
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138 | 138 | | guardian; amending s. 744.3701, F.S.; authorizing a 89 |
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139 | 139 | | clerk of court to disclose certain confidential 90 |
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140 | 140 | | information to the Department of Elderly Affairs under 91 |
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141 | 141 | | certain circumstances; amending s. 744.441, F.S.; 92 |
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142 | 142 | | revising requirements for the sale of any real or 93 |
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143 | 143 | | personal property by a guardian; creating s. 744.448, 94 |
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144 | 144 | | F.S.; providing requirements for the sale of a ward's 95 |
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145 | 145 | | real property; amending ss. 400.0060, 400.0065, 96 |
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146 | 146 | | 400.0073, 400.0075, 400.0087, and 430.504, F.S.; 97 |
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147 | 147 | | conforming a provision to changes made by the act; 98 |
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148 | 148 | | providing an effective date. 99 |
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149 | 149 | | 100 |
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158 | 158 | | 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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162 | 162 | | Be It Enacted by the Legislature of the State of Florida: 101 |
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163 | 163 | | 102 |
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164 | 164 | | Section 1. Section 400.0067, Florida Statutes, is 103 |
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165 | 165 | | repealed. 104 |
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166 | 166 | | Section 2. Subsections (2) and (3) of section 409.979 , 105 |
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167 | 167 | | Florida Statutes, are amended to read: 106 |
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168 | 168 | | 409.979 Eligibility. — 107 |
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169 | 169 | | (2) ENROLLMENT OFFERS. —Subject to the availability of 108 |
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170 | 170 | | funds, the Department of Elderly Affairs shall make offers for 109 |
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171 | 171 | | enrollment to eligible individuals based on a wait -list 110 |
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172 | 172 | | prioritization. Before making enrollment offers, the agency and 111 |
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173 | 173 | | the Department of Elderly Affairs shall determine that 112 |
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174 | 174 | | sufficient funds exist to support additional enrollment into 113 |
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175 | 175 | | plans. 114 |
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176 | 176 | | (a) A Medicaid recipient enrolled in one of the following 115 |
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177 | 177 | | Medicaid home and communi ty-based services waiver programs who 116 |
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178 | 178 | | meets the eligibility criteria established in subsection (1) is 117 |
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179 | 179 | | eligible to participate in the long -term care managed care 118 |
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180 | 180 | | program and must be transitioned into the long -term care managed 119 |
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181 | 181 | | care program by January 1, 201 8: 120 |
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182 | 182 | | 1. Traumatic Brain and Spinal Cord Injury Waiver. 121 |
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183 | 183 | | 2. Adult Cystic Fibrosis Waiver. 122 |
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184 | 184 | | 3. Project AIDS Care Waiver. 123 |
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185 | 185 | | (b) The agency shall seek federal approval to terminate 124 |
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186 | 186 | | the Traumatic Brain and Spinal Cord Injury Waiver, the Adult 125 |
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187 | 187 | | |
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195 | 195 | | 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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199 | 199 | | Cystic Fibrosis Waiver, and the Project AIDS Care Waiver once 126 |
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200 | 200 | | all eligible Medicaid recipients have transitioned into the 127 |
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201 | 201 | | long-term care managed care program. 128 |
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202 | 202 | | (3) PREENROLLMENT WAIT LIST, RELEASE, AND OFFER PROCESS. —129 |
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203 | 203 | | The Department of Elderly Affairs shall maintain a sta tewide 130 |
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204 | 204 | | preenrollment wait list for enrollment for home and community -131 |
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205 | 205 | | based services through the long -term care managed care program. 132 |
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206 | 206 | | (a) The Department of Elderly Affairs shall prioritize 133 |
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207 | 207 | | individuals for potential enrollment for home and community -134 |
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208 | 208 | | based services through the long -term care managed care program 135 |
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209 | 209 | | using a frailty-based screening or assessment tool that results 136 |
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210 | 210 | | in a priority score. The priority score is used to set an order 137 |
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211 | 211 | | for releasing individuals from the preenrollment wait list for 138 |
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212 | 212 | | potential enrollment in the long -term care managed care program. 139 |
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213 | 213 | | If capacity is limited for individuals with identical priority 140 |
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214 | 214 | | scores, the individual with the oldest date of placement on the 141 |
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215 | 215 | | preenrollment wait list shall receive priority for release. 142 |
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216 | 216 | | 1. Pursuant to s. 430.2053, aging and disability resource 143 |
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217 | 217 | | center personnel certified by the Department of Elderly Affairs 144 |
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218 | 218 | | shall perform the screening or assessment for each individual 145 |
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219 | 219 | | requesting enrollment for home and community -based services 146 |
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220 | 220 | | through the long-term care managed care program. Aging and 147 |
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221 | 221 | | disability resource center personnel shall place an individual 148 |
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222 | 222 | | on all appropriate preenrollment lists. The Department of 149 |
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223 | 223 | | Elderly Affairs shall request that the individual or the 150 |
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232 | 232 | | 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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233 | 233 | | |
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235 | 235 | | |
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236 | 236 | | individual's authorized representative pr ovide alternate contact 151 |
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237 | 237 | | names and contact information. 152 |
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238 | 238 | | 2. The individual requesting the long-term care services, 153 |
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239 | 239 | | or the individual's authorized representative, must participate 154 |
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240 | 240 | | in an initial screening or assessment rescreening for placement 155 |
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241 | 241 | | on the preenrollment wait list. The screening or rescreening 156 |
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242 | 242 | | must be completed in its entirety before placement on the 157 |
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243 | 243 | | preenrollment wait list. 158 |
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244 | 244 | | 3. Pursuant to s. 430.2053, staff authorized and certified 159 |
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245 | 245 | | by the Department of Elderly Affairs, including aging resource 160 |
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246 | 246 | | center personnel, shall administer rescreening annually or upon 161 |
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247 | 247 | | notification of a significant change in an individual's 162 |
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248 | 248 | | circumstances for an individual with a high priority score. 163 |
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249 | 249 | | Aging and disability resource center personnel may administer 164 |
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250 | 250 | | rescreening annually or upon notification of a significant 165 |
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251 | 251 | | change in an individual's circumstances for an individual with a 166 |
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252 | 252 | | low priority score. 167 |
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253 | 253 | | 4. The Department of Elderly Affairs shall adopt by rule a 168 |
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254 | 254 | | screening tool that generates the priority score and shall m ake 169 |
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255 | 255 | | publicly available on its website the specific methodology used 170 |
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256 | 256 | | to calculate an individual's priority score. 171 |
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257 | 257 | | (b) Upon completion of the screening or rescreening 172 |
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258 | 258 | | process, the Department of Elderly Affairs shall notify the 173 |
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259 | 259 | | individual or the individual' s authorized representative that 174 |
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260 | 260 | | the individual has been placed on the preenrollment wait list, 175 |
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269 | 269 | | 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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273 | 273 | | unless the individual has a low priority score. The Department 176 |
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274 | 274 | | of Elderly Affairs must maintain contact information for each 177 |
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275 | 275 | | individual with a low priority scor e for purposes of any future 178 |
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276 | 276 | | rescreening. Aging and disability resource center personnel 179 |
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277 | 277 | | shall inform individuals with low priority scores of community 180 |
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278 | 278 | | resources available to assist them and inform them that they may 181 |
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279 | 279 | | contact the aging and disability resource center for a new 182 |
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280 | 280 | | assessment at any time if they experience a change in 183 |
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281 | 281 | | circumstances. 184 |
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282 | 282 | | (c) If the Department of Elderly Affairs is unable to 185 |
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283 | 283 | | contact the individual or the individual's authorized 186 |
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284 | 284 | | representative to schedule an initial screening or rescre ening, 187 |
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285 | 285 | | and documents the actions taken to make such contact, it shall 188 |
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286 | 286 | | send a letter to the last documented address of the individual 189 |
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287 | 287 | | or the individual's authorized representative. The letter must 190 |
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288 | 288 | | advise the individual or his or her authorized representativ e 191 |
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289 | 289 | | that he or she must contact the Department of Elderly Affairs 192 |
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290 | 290 | | within 30 calendar days after the date of the notice to schedule 193 |
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291 | 291 | | a screening or rescreening and must notify the individual that 194 |
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292 | 292 | | failure to complete the screening or rescreening will result in 195 |
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293 | 293 | | his or her termination from the screening process and the 196 |
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294 | 294 | | preenrollment wait list. 197 |
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295 | 295 | | (d) After notification by the agency of available 198 |
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296 | 296 | | capacity, the CARES program shall conduct a prerelease 199 |
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297 | 297 | | assessment. The Department of Elderly Affairs shall release 200 |
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306 | 306 | | 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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308 | 308 | | |
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309 | 309 | | |
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310 | 310 | | individuals from the preenrollment wait list based on the 201 |
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311 | 311 | | priority scoring process and prerelease assessment results. Upon 202 |
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312 | 312 | | release, individuals who meet all eligibility criteria may 203 |
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313 | 313 | | enroll in the long-term care managed care program. 204 |
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314 | 314 | | (e) The Department of Elderly Affairs may terminate an 205 |
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315 | 315 | | individual's inclusion on the preenrollment wait list if the 206 |
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316 | 316 | | individual: 207 |
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317 | 317 | | 1. Does not have a current priority score due to the 208 |
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318 | 318 | | individual's action or inaction; 209 |
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319 | 319 | | 2. Requests to be removed from the preenrollment wait 210 |
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320 | 320 | | list; 211 |
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321 | 321 | | 3. Does not keep an appointment to complete the 212 |
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322 | 322 | | rescreening without scheduling another appointment and has not 213 |
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323 | 323 | | responded to three documented attempts by the Department of 214 |
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324 | 324 | | Elderly Affairs to contact the individual; 215 |
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325 | 325 | | 4. Receives an offer to begin the eligibility 216 |
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326 | 326 | | determination process for the long -term care managed care 217 |
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327 | 327 | | program; or 218 |
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328 | 328 | | 5. Begins receiving services through the long -term care 219 |
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329 | 329 | | managed care program. 220 |
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330 | 330 | | 221 |
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331 | 331 | | An individual whose inclusion on the preenrollment wait list is 222 |
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332 | 332 | | terminated must initiate a new request for placement on the 223 |
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333 | 333 | | preenrollment wait list, and any previous priority 224 |
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334 | 334 | | considerations must be disregarded. 225 |
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347 | 347 | | (f) Notwithstanding this subsection, the following 226 |
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348 | 348 | | individuals are afforded priority enrollment for home and 227 |
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349 | 349 | | community-based services through the long -term care managed care 228 |
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350 | 350 | | program and do not have to complete the screening or 229 |
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351 | 351 | | preenrollment list wait-list process if all other long -term care 230 |
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352 | 352 | | managed care program eligibility requirements are met: 231 |
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353 | 353 | | 1. An individual who is 18, 19, or 20 years of age who has 232 |
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354 | 354 | | a chronic debilitating disease or condition of one or more 233 |
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355 | 355 | | physiological or organ systems which generally make the 234 |
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356 | 356 | | individual dependent upon 24 -hour-per-day medical, nursing, or 235 |
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357 | 357 | | health supervision or intervention. 236 |
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358 | 358 | | 2. A nursing facility resident who requests to transition 237 |
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359 | 359 | | into the community and who has resided in a Florida -licensed 238 |
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360 | 360 | | skilled nursing facility for at least 60 consecutive days. 239 |
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361 | 361 | | 3. An individual who is referred by the Department of 240 |
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362 | 362 | | Children and Families pursu ant to the Adult Protective Services 241 |
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363 | 363 | | Act, ss. 415.101-415.113, as high risk and who is placed in an 242 |
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364 | 364 | | assisted living facility temporarily funded by the Department of 243 |
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365 | 365 | | Children and Families. 244 |
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366 | 366 | | (g) The Department of Elderly Affairs and the agency may 245 |
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367 | 367 | | adopt rules to implement this subsection. 246 |
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368 | 368 | | Section 3. Subsection (7) of section 430.03, Florida 247 |
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369 | 369 | | Statutes, is amended to read: 248 |
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370 | 370 | | 430.03 Purposes.—The purposes of the Department of Elderly 249 |
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371 | 371 | | Affairs are to: 250 |
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383 | 383 | | |
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384 | 384 | | (7) Oversee implementation of federally funded and state -251 |
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385 | 385 | | funded programs and services for the state's elderly population 252 |
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386 | 386 | | and provide direct services to the state's elderly population 253 |
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387 | 387 | | when the department determines it appropriate and necessary . 254 |
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388 | 388 | | Section 4. Subsection (2) of section 430.04, Florida 255 |
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389 | 389 | | Statutes, is amended to read: 256 |
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390 | 390 | | 430.04 Duties and responsibilities of the Department of 257 |
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391 | 391 | | Elderly Affairs.—The Department of Elderly Affairs shall: 258 |
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392 | 392 | | (2) Designate area agencies on aging, as authorized under 259 |
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393 | 393 | | the Older Americans Act of 1965, and be responsible for ensuri ng 260 |
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394 | 394 | | that each area agency on aging operates in a manner to ensure 261 |
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395 | 395 | | that the elderly of this state receive the best services 262 |
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396 | 396 | | possible. The department shall rescind designation of an area 263 |
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397 | 397 | | agency on aging or take intermediate measures against the 264 |
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398 | 398 | | agency, including corrective action, unannounced special 265 |
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399 | 399 | | monitoring, temporary assumption of operation of one or more 266 |
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400 | 400 | | programs by the department, placement on probationary status, 267 |
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401 | 401 | | imposing a moratorium on agency action, imposing financial 268 |
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402 | 402 | | penalties for nonperformance, o r other administrative action 269 |
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403 | 403 | | pursuant to chapter 120, if the department finds that: 270 |
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404 | 404 | | (a) An intentional or negligent act of the agency has 271 |
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405 | 405 | | materially affected the health, welfare, or safety of clients, 272 |
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406 | 406 | | or substantially and negatively affected the operati on of an 273 |
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407 | 407 | | aging services program. 274 |
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408 | 408 | | (b) The agency lacks financial stability sufficient to 275 |
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418 | 418 | | |
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419 | 419 | | |
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420 | 420 | | |
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421 | 421 | | meet contractual obligations or that contractual funds have been 276 |
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422 | 422 | | misappropriated. 277 |
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423 | 423 | | (c) The agency has committed multiple or repeated 278 |
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424 | 424 | | violations of legal and regulato ry requirements or department 279 |
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425 | 425 | | standards. 280 |
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426 | 426 | | (d) The agency has failed to continue the provision or 281 |
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427 | 427 | | expansion of services after the declaration of a state of 282 |
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428 | 428 | | emergency. 283 |
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429 | 429 | | (e) The agency has exceeded its authority or otherwise 284 |
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430 | 430 | | failed to adhere to the terms of its contract with the 285 |
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431 | 431 | | department or has exceeded its authority or otherwise failed to 286 |
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432 | 432 | | adhere to the provisions specifically provided by statute or 287 |
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433 | 433 | | rule adopted by the department. 288 |
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434 | 434 | | (f) The agency has failed to properly determine client 289 |
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435 | 435 | | eligibility as defined by the department . 290 |
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436 | 436 | | (g) The agency has failed to or efficiently manage program 291 |
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437 | 437 | | budgets. 292 |
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438 | 438 | | (h)(g) The agency has failed to implement and maintain a 293 |
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439 | 439 | | department-approved client grievance resolution procedure. 294 |
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440 | 440 | | Section 5. Section 430.09, Florida Statut es, is created to 295 |
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441 | 441 | | read: 296 |
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442 | 442 | | 430.09 Area agencies on aging expenditures. — 297 |
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443 | 443 | | (1) The procurement of commodities or contractual services 298 |
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444 | 444 | | by an area agency on aging and its subcontractors is governed by 299 |
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445 | 445 | | the financial guidelines developed by the department and mu st 300 |
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446 | 446 | | |
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454 | 454 | | 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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455 | 455 | | |
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456 | 456 | | |
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457 | 457 | | |
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458 | 458 | | comply with applicable state and federal law and follow good 301 |
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459 | 459 | | business practices. 302 |
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460 | 460 | | (a) In accordance with s. 287.017(2), area agencies on 303 |
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461 | 461 | | aging shall competitively procure all contracts with related 304 |
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462 | 462 | | parties. 305 |
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463 | 463 | | (b) Financial consequences as established b y the 306 |
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464 | 464 | | department and incorporated into the contract, must be imposed 307 |
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465 | 465 | | by the department for noncompliance with applicable local, 308 |
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466 | 466 | | state, or federal law for the procurement of commodities or 309 |
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467 | 467 | | contractual services. 310 |
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468 | 468 | | (2) Notwithstanding any other provision of l aw, an 311 |
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469 | 469 | | administrative employee of an area agency on aging may not 312 |
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470 | 470 | | receive a salary, whether base pay or base pay combined with any 313 |
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471 | 471 | | bonus or incentive payments, in excess of 150 percent of the 314 |
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472 | 472 | | annual salary paid to the secretary of the Department of Elderly 315 |
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473 | 473 | | Affairs from state-appropriated funds, including state -316 |
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474 | 474 | | appropriated federal funds. This limitation applies regardless 317 |
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475 | 475 | | of the number of contracts an area agency on aging may execute 318 |
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476 | 476 | | with the department. This subsection does not prohibit any party 319 |
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477 | 477 | | from providing cash that is not from appropriated state funds to 320 |
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478 | 478 | | an area agency on aging administrative employee. 321 |
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479 | 479 | | Section 6. Subsections (7) through (12) of section 322 |
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480 | 480 | | 430.203, Florida Statutes, are renumbered as subsections (8) 323 |
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481 | 481 | | through (13), respectively, subsect ions (3) and (5) and present 324 |
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482 | 482 | | subsection (10) are amended, and a new subsection (7) is added 325 |
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491 | 491 | | 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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492 | 492 | | |
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493 | 493 | | |
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494 | 494 | | |
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495 | 495 | | to that section, to read: 326 |
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496 | 496 | | 430.203 Community care for the elderly; definitions. —As 327 |
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497 | 497 | | used in ss. 430.201-430.207, the term: 328 |
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498 | 498 | | (3) "Community care service system" mea ns a service 329 |
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499 | 499 | | network comprising a variety of home -delivered services, day 330 |
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500 | 500 | | care services, and other basic services, hereinafter referred to 331 |
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501 | 501 | | as "core services," for functionally impaired elderly persons 332 |
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502 | 502 | | which are provided by or through a designated single lead 333 |
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503 | 503 | | agency. Its purpose is to provide a continuum of care 334 |
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504 | 504 | | encompassing a full range of preventive, maintenance, and 335 |
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505 | 505 | | restorative services for functionally impaired elderly persons. 336 |
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506 | 506 | | (5) "Core services" means a variety of home -delivered 337 |
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507 | 507 | | services, day care se rvices, and other basic services that may 338 |
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508 | 508 | | be provided by several entities. Core services are those 339 |
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509 | 509 | | services that are most needed to prevent unnecessary 340 |
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510 | 510 | | institutionalization. The area agency on aging may shall not 341 |
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511 | 511 | | directly provide core services unless the designated lead agency 342 |
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512 | 512 | | is unable to perform its duties and the Department approves . 343 |
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513 | 513 | | (7) "Elderly person" means a person 60 years of age or 344 |
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514 | 514 | | over who is currently a resident of this state and has an intent 345 |
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515 | 515 | | to remain in this state. 346 |
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516 | 516 | | (10) "Personal care serv ices" has the same meaning as in 347 |
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517 | 517 | | 400.462 means services to assist with bathing, dressing, 348 |
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518 | 518 | | ambulation, housekeeping, supervision, emotional security, 349 |
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519 | 519 | | eating, supervision of self -administered medications, and 350 |
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529 | 529 | | |
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530 | 530 | | |
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531 | 531 | | |
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532 | 532 | | assistance in securing health care from appropria te sources. 351 |
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533 | 533 | | Personal care services does not include medical services . 352 |
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534 | 534 | | Section 7. Subsections (6) and (7) of section 430.204, 353 |
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535 | 535 | | Florida Statutes, are renumbered as subsections (5) and (6), 354 |
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536 | 536 | | respectively, and subsections (1) and (5) and present subsection 355 |
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537 | 537 | | (8) of that section are amended, to read: 356 |
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538 | 538 | | 430.204 Community-care-for-the-elderly core services; 357 |
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539 | 539 | | departmental powers and duties. — 358 |
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540 | 540 | | (1)(a) The department shall fund, through each area agency 359 |
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541 | 541 | | on aging, at least one community care service system the primary 360 |
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542 | 542 | | purpose of which is the prevention of unnecessary 361 |
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543 | 543 | | institutionalization of functionally impaired elderly persons 362 |
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544 | 544 | | through the provision of community -based core services. Whenever 363 |
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545 | 545 | | feasible, an area agency on aging shall be the contracting 364 |
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546 | 546 | | agency of preference to engage only in the planning and funding 365 |
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547 | 547 | | of community-care-for-the-elderly core services for functionally 366 |
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548 | 548 | | impaired elderly persons. 367 |
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549 | 549 | | (b) The department shall fund, through each area agency on 368 |
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550 | 550 | | aging in each county as defined in s. 125.011(1), more than one 369 |
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551 | 551 | | community care service system the primary purpose of which is 370 |
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552 | 552 | | the prevention of unnecessary institutionalization of 371 |
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553 | 553 | | functionally impaired elderly persons through the provision of 372 |
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554 | 554 | | community-based core services. 373 |
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555 | 555 | | (5) Entities contracting to provide core services under 374 |
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556 | 556 | | ss. 430.201-430.207 must provide a minimum of 10 percent of the 375 |
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557 | 557 | | |
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565 | 565 | | 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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566 | 566 | | |
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567 | 567 | | |
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568 | 568 | | |
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569 | 569 | | funding necessary for the support of project operations. In -kind 376 |
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570 | 570 | | contributions, whether materials, commodities, transportation, 377 |
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571 | 571 | | office space, other types of facilities, or pers onal services, 378 |
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572 | 572 | | and contributions of money or services from functionally 379 |
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573 | 573 | | impaired elderly persons may be evaluated and counted as part or 380 |
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574 | 574 | | all of the required local funding. 381 |
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575 | 575 | | (8) Provider agencies are responsible for the collection 382 |
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576 | 576 | | of fees for services in accordance with rules adopted by the 383 |
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577 | 577 | | department. Provider agencies shall assess fees for services 384 |
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578 | 578 | | rendered in accordance with those rules. To help pay for 385 |
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579 | 579 | | services received from community care for the elderly, a 386 |
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580 | 580 | | functionally impaired elderly person shall b e assessed a fee 387 |
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581 | 581 | | based on an overall ability to pay. The fee to be assessed shall 388 |
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582 | 582 | | be fixed according to a schedule established by the department 389 |
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583 | 583 | | in cooperation with area agencies, lead agencies, and service 390 |
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584 | 584 | | providers. 391 |
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585 | 585 | | Section 8. Subsections (1), (2), a nd (4) and paragraph (a) 392 |
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586 | 586 | | of (5) of section 430.205, Florida Statutes, are amended to 393 |
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587 | 587 | | read: 394 |
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588 | 588 | | 430.205 Community care service system. — 395 |
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589 | 589 | | (1)(a) The department, through the area agency on aging, 396 |
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590 | 590 | | shall fund in each planning and service area at least one 397 |
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591 | 591 | | community care service system that provides case management and 398 |
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592 | 592 | | other in-home and community services as needed to help the older 399 |
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593 | 593 | | person maintain independence and prevent or delay more costly 400 |
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594 | 594 | | |
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602 | 602 | | 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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603 | 603 | | |
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604 | 604 | | |
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605 | 605 | | |
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606 | 606 | | institutional care. 401 |
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607 | 607 | | (b) The department shall fund, through the area a gency on 402 |
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608 | 608 | | aging in each county as defined in s. 125.011(1), more than one 403 |
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609 | 609 | | community care service system that provides case management and 404 |
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610 | 610 | | other in-home and community services as needed to help elderly 405 |
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611 | 611 | | persons maintain independence and prevent or delay more costly 406 |
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612 | 612 | | institutional care. 407 |
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613 | 613 | | (2) Core services and other support services may be 408 |
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614 | 614 | | furnished by public or private agencies or organizations. Each 409 |
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615 | 615 | | community care service system must be under the direction of a 410 |
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616 | 616 | | lead agency that coordinates the activities of in dividual 411 |
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617 | 617 | | contracting agencies providing community -care-for-the-elderly 412 |
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618 | 618 | | services. When practicable, the activities of a community care 413 |
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619 | 619 | | service area may be directed from a multiservice senior center, 414 |
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620 | 620 | | as defined in s. 430.901, and coordinated with other servi ces 415 |
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621 | 621 | | offered therein. This subsection does not require programs in 416 |
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622 | 622 | | existence prior to the effective date of this act to be 417 |
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623 | 623 | | relocated. 418 |
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624 | 624 | | (4) An annual A preservice and inservice training program 419 |
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625 | 625 | | for community-care-for-the-elderly service providers and staff 420 |
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626 | 626 | | may be designed and implemented to help assure the delivery of 421 |
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627 | 627 | | quality services. The department shall specify in rules the 422 |
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628 | 628 | | training standards and requirements for the community -care-for-423 |
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629 | 629 | | the-elderly service providers and staff. Training must be 424 |
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630 | 630 | | sufficient to ensure that quality services are provided to 425 |
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631 | 631 | | |
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639 | 639 | | 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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640 | 640 | | |
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641 | 641 | | |
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642 | 642 | | |
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643 | 643 | | clients and that appropriate skills are developed to conduct the 426 |
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644 | 644 | | program. 427 |
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645 | 645 | | (5) Any person who has been classified as a functionally 428 |
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646 | 646 | | impaired elderly person is eligible to receive community -care-429 |
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647 | 647 | | for-the-elderly core services. 430 |
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648 | 648 | | (a) Those elderly persons who are determined high risk by 431 |
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649 | 649 | | protective investigations to be vulnerable adults in need of 432 |
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650 | 650 | | services, pursuant to s. 415.104(3)(b), or to be victims of 433 |
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651 | 651 | | abuse, neglect, or exploitation who are in need of immediate 434 |
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652 | 652 | | services to prevent further harm and are referred by the adult 435 |
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653 | 653 | | protective services program, shall be given priority primary 436 |
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654 | 654 | | consideration for receiving community -care-for-the-elderly 437 |
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655 | 655 | | services. As used in this paragraph, " priority primary 438 |
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656 | 656 | | consideration" means that an assessment and services must 439 |
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657 | 657 | | commence within 72 hours after referral to the department or as 440 |
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658 | 658 | | established in accordance with department contracts by local 441 |
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659 | 659 | | protocols developed between department service providers and the 442 |
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660 | 660 | | adult protective services program. Regardless, a community -care-443 |
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661 | 661 | | for-the-elderly services provide r may dispute a referral under 444 |
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662 | 662 | | this paragraph by requesting that adult protective services 445 |
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663 | 663 | | negotiate the referral placement of, and the services to be 446 |
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664 | 664 | | provided to, a vulnerable adult or victim of abuse, neglect, or 447 |
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665 | 665 | | exploitation. If an agreement cannot be r eached with adult 448 |
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666 | 666 | | protective services for modification of the referral decision, 449 |
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667 | 667 | | the determination by adult protective services shall prevail. 450 |
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668 | 668 | | |
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676 | 676 | | 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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677 | 677 | | |
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678 | 678 | | |
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679 | 679 | | |
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680 | 680 | | Section 9. Section 430.2053, Florida Statutes, is amended 451 |
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681 | 681 | | to read: 452 |
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682 | 682 | | 430.2053 Aging and disability resource centers.— 453 |
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683 | 683 | | (1) The department, in consultation with the Agency for 454 |
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684 | 684 | | Health Care Administration and the Department of Children and 455 |
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685 | 685 | | Families, shall develop pilot projects for aging and disability 456 |
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686 | 686 | | resource centers. 457 |
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687 | 687 | | (2) The purposes of an aging and disability resource 458 |
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688 | 688 | | center shall be: 459 |
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689 | 689 | | (a) To provide Florida's elders , adults with disabilities, 460 |
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690 | 690 | | and their families with a locally focused, coordinated approach 461 |
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691 | 691 | | to integrating information and referral for all available 462 |
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692 | 692 | | services for persons elders with the eligibility determination 463 |
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693 | 693 | | entities for state and federally funded long -term-care services. 464 |
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694 | 694 | | (b) To provide for easier access to long -term-care 465 |
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695 | 695 | | services by Florida's elders , adults with disabilities, and 466 |
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696 | 696 | | their families by creating multiple access points to the long -467 |
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697 | 697 | | term-care network that flow through one established entity with 468 |
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698 | 698 | | wide community recognition. 469 |
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699 | 699 | | (3) The duties of an aging and disability resource center 470 |
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700 | 700 | | are to: 471 |
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701 | 701 | | (a) Develop referral agreements with local community 472 |
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702 | 702 | | service organizations, such as senior ce nters, existing elder 473 |
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703 | 703 | | service providers, volunteer associations, and other similar 474 |
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704 | 704 | | organizations, to better assist clients who do not need or do 475 |
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705 | 705 | | |
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713 | 713 | | 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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714 | 714 | | |
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715 | 715 | | |
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716 | 716 | | |
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717 | 717 | | not wish to enroll in programs funded by the department or the 476 |
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718 | 718 | | agency. The referral agreements must also includ e a protocol, 477 |
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719 | 719 | | developed and approved by the department, which provides 478 |
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720 | 720 | | specific actions that an aging and disability resource center 479 |
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721 | 721 | | and local community service organizations must take when a 480 |
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722 | 722 | | person or a person's an elder or an elder's representative 481 |
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723 | 723 | | seeking information on long -term-care services contacts a local 482 |
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724 | 724 | | community service organization before prior to contacting the 483 |
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725 | 725 | | aging and disability resource center. The protocol shall be 484 |
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726 | 726 | | designed to ensure that persons elders and their families are 485 |
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727 | 727 | | able to access information and services in the most efficient 486 |
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728 | 728 | | and least cumbersome manner possible. 487 |
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729 | 729 | | (b) Provide an initial screening of all clients who 488 |
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730 | 730 | | request long-term-care services to determine whether the person 489 |
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731 | 731 | | would be most appropriately served through any comb ination of 490 |
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732 | 732 | | federally funded programs, state -funded programs, locally funded 491 |
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733 | 733 | | or community volunteer programs, or private funding for 492 |
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734 | 734 | | services. 493 |
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735 | 735 | | (c) Determine eligibility for the programs and services 494 |
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736 | 736 | | listed in subsection (9) for persons residing within the 495 |
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737 | 737 | | geographic area served by the aging and disability resource 496 |
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738 | 738 | | center and determine a priority ranking for services which is 497 |
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739 | 739 | | based upon the potential recipient's frailty level and 498 |
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740 | 740 | | likelihood of institutional placement without such services. 499 |
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741 | 741 | | (d) Place on and remove from the preenrollment lists 500 |
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751 | 751 | | |
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752 | 752 | | |
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753 | 753 | | |
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754 | 754 | | clients eligible for the Alzheimer's Disease Initiative, 501 |
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755 | 755 | | Community Care for the Elderly, Home Care for the Elderly, and 502 |
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756 | 756 | | Statewide Medicaid Managed Care Long -Term Care programs. 503 |
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757 | 757 | | (e)(d) Manage the availability of finan cial resources for 504 |
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758 | 758 | | the programs and services listed in subsection (9) for persons 505 |
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759 | 759 | | residing within the geographic area served by the aging and 506 |
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760 | 760 | | disability resource center. 507 |
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761 | 761 | | (f)(e) When financial resources become available, refer a 508 |
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762 | 762 | | client to the most appropr iate entity to begin receiving 509 |
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763 | 763 | | services. The aging and disability resource center shall make 510 |
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764 | 764 | | referrals to lead agencies for service provision that ensure 511 |
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765 | 765 | | that persons individuals who are vulnerable adults in need of 512 |
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766 | 766 | | services pursuant to s. 415.104(3)(b), o r who are victims of 513 |
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767 | 767 | | abuse, neglect, or exploitation in need of immediate services to 514 |
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768 | 768 | | prevent further harm and are referred by the adult protective 515 |
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769 | 769 | | services program, are given primary consideration for receiving 516 |
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770 | 770 | | community-care-for-the-elderly services in c ompliance with the 517 |
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771 | 771 | | requirements of s. 430.205(5)(a) and that other referrals for 518 |
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772 | 772 | | services are in compliance with s. 430.205(5)(b). 519 |
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773 | 773 | | (f) Convene a work group to advise in the planning, 520 |
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774 | 774 | | implementation, and evaluation of the aging resource center. The 521 |
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775 | 775 | | work group shall be comprised of representatives of local 522 |
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776 | 776 | | service providers, Alzheimer's Association chapters, housing 523 |
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777 | 777 | | authorities, social service organizations, advocacy groups, 524 |
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778 | 778 | | representatives of clients receiving services through the aging 525 |
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779 | 779 | | |
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788 | 788 | | |
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789 | 789 | | |
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790 | 790 | | |
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791 | 791 | | resource center, and any other persons or groups as determined 526 |
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792 | 792 | | by the department. The aging resource center, in consultation 527 |
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793 | 793 | | with the work group, must develop annual program improvement 528 |
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794 | 794 | | plans that shall be submitted to the department for 529 |
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795 | 795 | | consideration. The department shall r eview each annual 530 |
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796 | 796 | | improvement plan and make recommendations on how to implement 531 |
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797 | 797 | | the components of the plan. 532 |
---|
798 | 798 | | (g) Enhance the existing area agency on aging in each 533 |
---|
799 | 799 | | planning and service area by integrating, either physically or 534 |
---|
800 | 800 | | virtually, the staff and serv ices of the area agency on aging 535 |
---|
801 | 801 | | with the staff of the department's local CARES Medicaid 536 |
---|
802 | 802 | | preadmission screening unit and a sufficient number of staff 537 |
---|
803 | 803 | | from the Department of Children and Families' Economic Self -538 |
---|
804 | 804 | | Sufficiency Unit necessary to determine the fi nancial 539 |
---|
805 | 805 | | eligibility for all persons age 60 and older residing within the 540 |
---|
806 | 806 | | area served by the aging and disability resource center that are 541 |
---|
807 | 807 | | seeking Medicaid services, Supplemental Security Income, and 542 |
---|
808 | 808 | | food assistance. 543 |
---|
809 | 809 | | (h) Assist clients who request long -term care services in 544 |
---|
810 | 810 | | being evaluated for eligibility for enrollment in the Medicaid 545 |
---|
811 | 811 | | long-term care managed care program as eligible plans become 546 |
---|
812 | 812 | | available in each of the regions pursuant to s. 409.981(2). 547 |
---|
813 | 813 | | (i) Provide enrollment and coverage information to 548 |
---|
814 | 814 | | Medicaid managed long -term care enrollees as qualified plans 549 |
---|
815 | 815 | | become available in each of the regions pursuant to s. 550 |
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816 | 816 | | |
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817 | 817 | | HB 1457 2025 |
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818 | 818 | | |
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819 | 819 | | |
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820 | 820 | | |
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824 | 824 | | 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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825 | 825 | | |
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826 | 826 | | |
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827 | 827 | | |
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828 | 828 | | 409.981(2). 551 |
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829 | 829 | | (i)(j) Assist Medicaid recipients enrolled in the Medicaid 552 |
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830 | 830 | | long-term care managed care program with informally resolving 553 |
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831 | 831 | | grievances with a managed care network and assist Medicaid 554 |
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832 | 832 | | recipients in accessing the managed care network's formal 555 |
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833 | 833 | | grievance process as el igible plans become available in each of 556 |
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834 | 834 | | the regions defined in s. 409.981(2). 557 |
---|
835 | 835 | | (4) The department shall select the entities to become 558 |
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836 | 836 | | aging and disability resource centers based on each entity's 559 |
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837 | 837 | | readiness and ability to perform the duties listed in subse ction 560 |
---|
838 | 838 | | (3) and the entity's: 561 |
---|
839 | 839 | | (a) Expertise in the needs of each target population the 562 |
---|
840 | 840 | | center proposes to serve and a thorough knowledge of the 563 |
---|
841 | 841 | | providers that serve these populations. 564 |
---|
842 | 842 | | (b) Strong connections to service providers, volunteer 565 |
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843 | 843 | | agencies, and community institutions. 566 |
---|
844 | 844 | | (c) Expertise in information and referral activities. 567 |
---|
845 | 845 | | (d) Knowledge of long -term-care resources, including 568 |
---|
846 | 846 | | resources designed to provide services in the least restrictive 569 |
---|
847 | 847 | | setting. 570 |
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848 | 848 | | (e) Financial solvency and stability. 571 |
---|
849 | 849 | | (f) Ability to collect, monitor, and analyze data in a 572 |
---|
850 | 850 | | timely and accurate manner, along with systems that meet the 573 |
---|
851 | 851 | | department's standards. 574 |
---|
852 | 852 | | (g) Commitment to adequate staffing by qualified personnel 575 |
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853 | 853 | | |
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854 | 854 | | HB 1457 2025 |
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855 | 855 | | |
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856 | 856 | | |
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857 | 857 | | |
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861 | 861 | | 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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862 | 862 | | |
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863 | 863 | | |
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864 | 864 | | |
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865 | 865 | | to effectively perform all functions. 576 |
---|
866 | 866 | | (h) Ability to meet al l performance standards established 577 |
---|
867 | 867 | | by the department. 578 |
---|
868 | 868 | | (5) The aging and disability resource center shall have a 579 |
---|
869 | 869 | | governing body which shall be the same entity described in s. 580 |
---|
870 | 870 | | 20.41(7), and an executive director who may be the same person 581 |
---|
871 | 871 | | as described in s. 20.41(7). The governing body shall annually 582 |
---|
872 | 872 | | evaluate the performance of the executive director. 583 |
---|
873 | 873 | | (6) The aging and disability resource center may not be a 584 |
---|
874 | 874 | | provider of direct services other than information and referral 585 |
---|
875 | 875 | | services, outreach, and screening, and intake. The aging and 586 |
---|
876 | 876 | | disability resource center must receive a waiver to be the 587 |
---|
877 | 877 | | provider of any other direct services . 588 |
---|
878 | 878 | | (7) The aging and disability resource center must agree to 589 |
---|
879 | 879 | | allow the department to review any financial information the 590 |
---|
880 | 880 | | department determines is necessary for monitoring or reporting 591 |
---|
881 | 881 | | purposes, including financial relationships. 592 |
---|
882 | 882 | | (8) The duties and responsibilities of the community care 593 |
---|
883 | 883 | | for the elderly lead agencies within each area served by an 594 |
---|
884 | 884 | | aging and disability resource center shall be to: 595 |
---|
885 | 885 | | (a) Develop strong community partnerships to maximize the 596 |
---|
886 | 886 | | use of community resources for the purpose of assisting persons 597 |
---|
887 | 887 | | elders to remain in their community settings for as long as it 598 |
---|
888 | 888 | | is safely possible. 599 |
---|
889 | 889 | | (b) Conduct comprehensive assessm ents of clients that have 600 |
---|
890 | 890 | | |
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891 | 891 | | HB 1457 2025 |
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892 | 892 | | |
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893 | 893 | | |
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894 | 894 | | |
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898 | 898 | | 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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899 | 899 | | |
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900 | 900 | | |
---|
901 | 901 | | |
---|
902 | 902 | | been determined eligible and develop a care plan consistent with 601 |
---|
903 | 903 | | established protocols that ensures that the unique needs of each 602 |
---|
904 | 904 | | client are met. 603 |
---|
905 | 905 | | (9) The services to be administered through the aging and 604 |
---|
906 | 906 | | disability resource center shall include those funded by the 605 |
---|
907 | 907 | | following programs: 606 |
---|
908 | 908 | | (a) Community care for the elderly. 607 |
---|
909 | 909 | | (b) Home care for the elderly. 608 |
---|
910 | 910 | | (c) Contracted services. 609 |
---|
911 | 911 | | (d) Alzheimer's disease initiative. 610 |
---|
912 | 912 | | (e) Older Americans Act. 611 |
---|
913 | 913 | | (10) The department shall, before prior to designation of 612 |
---|
914 | 914 | | an aging and disability resource center, develop by rule 613 |
---|
915 | 915 | | operational and quality assurance standards and outcome measures 614 |
---|
916 | 916 | | to ensure that clients receiving services through all long -term-615 |
---|
917 | 917 | | care programs administered through an aging and disability 616 |
---|
918 | 918 | | resource center are receiving the appropriate care they require 617 |
---|
919 | 919 | | and that contractors and subcontractors are adhering to the 618 |
---|
920 | 920 | | terms of their contracts and are acting in the best interests of 619 |
---|
921 | 921 | | the clients they are serving, consistent with the inte nt of the 620 |
---|
922 | 922 | | Legislature to reduce the use of and cost of nursing home care. 621 |
---|
923 | 923 | | The department shall by rule provide operating procedures for 622 |
---|
924 | 924 | | aging and disability resource centers, which shall include: 623 |
---|
925 | 925 | | (a) Minimum standards for financial operation, including 624 |
---|
926 | 926 | | audit procedures. 625 |
---|
927 | 927 | | |
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928 | 928 | | HB 1457 2025 |
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929 | 929 | | |
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930 | 930 | | |
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931 | 931 | | |
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934 | 934 | | Page 26 of 61 |
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935 | 935 | | 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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936 | 936 | | |
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937 | 937 | | |
---|
938 | 938 | | |
---|
939 | 939 | | (b) Procedures for monitoring and sanctioning of service 626 |
---|
940 | 940 | | providers. 627 |
---|
941 | 941 | | (c) Minimum standards for technology utilized by the aging 628 |
---|
942 | 942 | | and disability resource center. 629 |
---|
943 | 943 | | (d) Minimum staff requirements which shall ensure that the 630 |
---|
944 | 944 | | aging and disability resource center employs sufficient quality 631 |
---|
945 | 945 | | and quantity of staff to adequately meet the needs of the elders 632 |
---|
946 | 946 | | residing within the area served by the aging and disability 633 |
---|
947 | 947 | | resource center. 634 |
---|
948 | 948 | | (e) Minimum accessibility standards, including hours of 635 |
---|
949 | 949 | | operation. 636 |
---|
950 | 950 | | (f) Minimum oversight standards for the governing body of 637 |
---|
951 | 951 | | the aging and disability resource center to ensure its 638 |
---|
952 | 952 | | continuous involvement in, and accountability for, all matters 639 |
---|
953 | 953 | | related to the development, implementation, staffing, 640 |
---|
954 | 954 | | administration, and operations of the aging and disability 641 |
---|
955 | 955 | | resource center. 642 |
---|
956 | 956 | | (g) Minimum education and experience requirements for 643 |
---|
957 | 957 | | executive directors and other executive staff positions of aging 644 |
---|
958 | 958 | | and disability resource centers. 645 |
---|
959 | 959 | | (h) Minimum requirements regarding any execu tive staff 646 |
---|
960 | 960 | | positions that the aging and disability resource center must 647 |
---|
961 | 961 | | employ and minimum requirements that a candidate must meet in 648 |
---|
962 | 962 | | order to be eligible for appointment to such positions. 649 |
---|
963 | 963 | | (11) In an area in which the department has designated an 650 |
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964 | 964 | | |
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965 | 965 | | HB 1457 2025 |
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966 | 966 | | |
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967 | 967 | | |
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968 | 968 | | |
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971 | 971 | | Page 27 of 61 |
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972 | 972 | | 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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973 | 973 | | |
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974 | 974 | | |
---|
975 | 975 | | |
---|
976 | 976 | | area agency on aging as an aging and disability resource center, 651 |
---|
977 | 977 | | the department and the agency may shall not make payments for 652 |
---|
978 | 978 | | the services listed in subsection (9) and the Statewide Medicaid 653 |
---|
979 | 979 | | Managed Care Long-Term Care Program Long-Term Care Community 654 |
---|
980 | 980 | | Diversion Project for such persons who were not screened and 655 |
---|
981 | 981 | | enrolled through the aging and disability resource center. The 656 |
---|
982 | 982 | | department shall cease making payments for recipients in 657 |
---|
983 | 983 | | eligible plans as eligible plans become available in each of the 658 |
---|
984 | 984 | | regions defined in s. 409.981(2). 659 |
---|
985 | 985 | | (12) Each aging and disability resource center shall enter 660 |
---|
986 | 986 | | into a memorandum of understanding with the department for 661 |
---|
987 | 987 | | collaboration with the CARES unit staff. The memorandum of 662 |
---|
988 | 988 | | understanding shall outline the staff person responsible for 663 |
---|
989 | 989 | | each function and shall provide the staffing levels necessary to 664 |
---|
990 | 990 | | carry out the functions of the aging and disability resource 665 |
---|
991 | 991 | | center. 666 |
---|
992 | 992 | | (13) Each aging and disability resource center shall enter 667 |
---|
993 | 993 | | into a memorandum of understanding with the Department of 668 |
---|
994 | 994 | | Children and Families for collaboration with the Economic Self -669 |
---|
995 | 995 | | Sufficiency Unit staff. The memorandum of understanding shall 670 |
---|
996 | 996 | | outline which staff persons are responsible for which functions 671 |
---|
997 | 997 | | and shall provide the staffing levels necessary to carry out the 672 |
---|
998 | 998 | | functions of the aging and disability resource center. 673 |
---|
999 | 999 | | (14) If any of the state activities described in this 674 |
---|
1000 | 1000 | | section are outsourced, either in part or in whole, the contract 675 |
---|
1001 | 1001 | | |
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1002 | 1002 | | HB 1457 2025 |
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1003 | 1003 | | |
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1004 | 1004 | | |
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1005 | 1005 | | |
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1006 | 1006 | | CODING: Words stricken are deletions; words underlined are additions. |
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1008 | 1008 | | Page 28 of 61 |
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1009 | 1009 | | 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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1010 | 1010 | | |
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1011 | 1011 | | |
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1012 | 1012 | | |
---|
1013 | 1013 | | executing the outsourcing shall mandate that the contractor or 676 |
---|
1014 | 1014 | | its subcontractors shal l, either physically or virtually, 677 |
---|
1015 | 1015 | | execute the provisions of the memorandum of understanding 678 |
---|
1016 | 1016 | | instead of the state entity whose function the contractor or 679 |
---|
1017 | 1017 | | subcontractor now performs. 680 |
---|
1018 | 1018 | | (15) In order to be eligible to begin transitioning to an 681 |
---|
1019 | 1019 | | aging resource center, an area agency on aging board must ensure 682 |
---|
1020 | 1020 | | that the area agency on aging which it oversees meets all of the 683 |
---|
1021 | 1021 | | minimum requirements set by law and in rule. 684 |
---|
1022 | 1022 | | (15)(a)(16)(a) Once an aging resource center is 685 |
---|
1023 | 1023 | | operational, The department, in consultation with the aging and 686 |
---|
1024 | 1024 | | disability resource center agency, may develop capitation rates 687 |
---|
1025 | 1025 | | for any of the programs administered through the agency aging 688 |
---|
1026 | 1026 | | resource center. Capitation rates for programs shall be based on 689 |
---|
1027 | 1027 | | the historical cost experience of the state in providing those 690 |
---|
1028 | 1028 | | same services to the population age 60 or older residing within 691 |
---|
1029 | 1029 | | each area served by an aging and disability resource center. 692 |
---|
1030 | 1030 | | Each capitated rate may vary by geographic area as determined by 693 |
---|
1031 | 1031 | | the department. 694 |
---|
1032 | 1032 | | (b) The department and the agen cy may determine for each 695 |
---|
1033 | 1033 | | area served by an aging and disability resource center whether 696 |
---|
1034 | 1034 | | it is appropriate, consistent with federal and state laws and 697 |
---|
1035 | 1035 | | regulations, to develop and pay separate capitated rates for 698 |
---|
1036 | 1036 | | each program administered through the aging and disability 699 |
---|
1037 | 1037 | | resource center or to develop and pay capitated rates for 700 |
---|
1038 | 1038 | | |
---|
1039 | 1039 | | HB 1457 2025 |
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1040 | 1040 | | |
---|
1041 | 1041 | | |
---|
1042 | 1042 | | |
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1043 | 1043 | | CODING: Words stricken are deletions; words underlined are additions. |
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1044 | 1044 | | hb1457-00 |
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1045 | 1045 | | Page 29 of 61 |
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1046 | 1046 | | 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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1047 | 1047 | | |
---|
1048 | 1048 | | |
---|
1049 | 1049 | | |
---|
1050 | 1050 | | service packages which include more than one program or service 701 |
---|
1051 | 1051 | | administered through the aging and disability resource center. 702 |
---|
1052 | 1052 | | (c) Once capitation rates have been developed and 703 |
---|
1053 | 1053 | | certified as actuarially sound, the department and the agency 704 |
---|
1054 | 1054 | | may pay service providers the capitated rates for services when 705 |
---|
1055 | 1055 | | appropriate. 706 |
---|
1056 | 1056 | | (d) The department, in consultation with the agency, shall 707 |
---|
1057 | 1057 | | annually reevaluate and recertify the capitation rates, 708 |
---|
1058 | 1058 | | adjusting forward to account for inflation, programmatic 709 |
---|
1059 | 1059 | | changes. 710 |
---|
1060 | 1060 | | (16)(17) This section does shall not be construed to allow 711 |
---|
1061 | 1061 | | an aging and disability resource center to restrict, manage, or 712 |
---|
1062 | 1062 | | impede the local fundraising activities of service providers. 713 |
---|
1063 | 1063 | | Section 10. Section 430.503, Florida Statutes, is amended 714 |
---|
1064 | 1064 | | to read: 715 |
---|
1065 | 1065 | | 430.503 Alzheimer's Disease Initiative; fees and 716 |
---|
1066 | 1066 | | administrative expense. — 717 |
---|
1067 | 1067 | | (1) Sections 430.501-430.504 may be cited as the 718 |
---|
1068 | 1068 | | "Alzheimer's Disease Initiative." 719 |
---|
1069 | 1069 | | (2) Provider agencies are responsible for the collection 720 |
---|
1070 | 1070 | | of fees for services in accordance with rules adopted by the 721 |
---|
1071 | 1071 | | department. Provider agencies shall assess fees for services 722 |
---|
1072 | 1072 | | rendered in accordance with those rules. To help pay for 723 |
---|
1073 | 1073 | | services received pursuant to the Alzheimer's Disease 724 |
---|
1074 | 1074 | | Initiative, a functionally impaired elderly person shall be 725 |
---|
1075 | 1075 | | |
---|
1076 | 1076 | | HB 1457 2025 |
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1077 | 1077 | | |
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1078 | 1078 | | |
---|
1079 | 1079 | | |
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1080 | 1080 | | CODING: Words stricken are deletions; words underlined are additions. |
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1081 | 1081 | | hb1457-00 |
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1082 | 1082 | | Page 30 of 61 |
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1083 | 1083 | | 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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1084 | 1084 | | |
---|
1085 | 1085 | | |
---|
1086 | 1086 | | |
---|
1087 | 1087 | | assessed a fee based on an overall ability to pay. The fee to be 726 |
---|
1088 | 1088 | | assessed shall be fixed according to a schedule to be 727 |
---|
1089 | 1089 | | established by the department. Services of specified value may 728 |
---|
1090 | 1090 | | be accepted in lieu of a fee. The fee schedule shall be 729 |
---|
1091 | 1091 | | developed in cooperation with the Alzheimer's Disease Advisory 730 |
---|
1092 | 1092 | | Committee, area agencies on aging, and service providers. 731 |
---|
1093 | 1093 | | Section 11. Subsection (3) of section 430.602, Florida 732 |
---|
1094 | 1094 | | Statutes, is renumbered a s subsection (4), and a new subsection 733 |
---|
1095 | 1095 | | (3) is added to that section, to read: 734 |
---|
1096 | 1096 | | 430.602 Home care for the elderly; definitions. —As used in 735 |
---|
1097 | 1097 | | ss. 430.601-430.606, the term: 736 |
---|
1098 | 1098 | | (3) "Functionally impaired elderly person" means any 737 |
---|
1099 | 1099 | | person who is 60 years of age o r older and has physical or 738 |
---|
1100 | 1100 | | mental limitations that restrict the person's ability to perform 739 |
---|
1101 | 1101 | | the normal activities of daily living and that impede his or her 740 |
---|
1102 | 1102 | | capacity to live independently without the provision of core 741 |
---|
1103 | 1103 | | services. Functional impairment shall be determined through a 742 |
---|
1104 | 1104 | | functional assessment administered to each applicant for home 743 |
---|
1105 | 1105 | | care for the elderly core services. The functional assessment 744 |
---|
1106 | 1106 | | shall be developed by the department. 745 |
---|
1107 | 1107 | | Section 12. Subsection (3) of section 430.605, Florida 746 |
---|
1108 | 1108 | | Statutes, is amended to read: 747 |
---|
1109 | 1109 | | 430.605 Subsidy payments. —The department shall develop a 748 |
---|
1110 | 1110 | | schedule of subsidy payments to be made to persons providing 749 |
---|
1111 | 1111 | | home care, and to providers of goods and services, for certain 750 |
---|
1112 | 1112 | | |
---|
1113 | 1113 | | HB 1457 2025 |
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1114 | 1114 | | |
---|
1115 | 1115 | | |
---|
1116 | 1116 | | |
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1117 | 1117 | | CODING: Words stricken are deletions; words underlined are additions. |
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1118 | 1118 | | hb1457-00 |
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1119 | 1119 | | Page 31 of 61 |
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1120 | 1120 | | 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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1121 | 1121 | | |
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1122 | 1122 | | |
---|
1123 | 1123 | | |
---|
1124 | 1124 | | eligible elderly persons. Payments must be based on t he 751 |
---|
1125 | 1125 | | financial status of the person receiving care. Payments must 752 |
---|
1126 | 1126 | | include, but need not be limited to: 753 |
---|
1127 | 1127 | | (3) When necessary, special supplements to provide for any 754 |
---|
1128 | 1128 | | goods and services, including food and nutritional supplements, 755 |
---|
1129 | 1129 | | and specialized care required to maintain the health , safety, 756 |
---|
1130 | 1130 | | and well-being of the elderly person. Extraordinary medical, 757 |
---|
1131 | 1131 | | dental, or pharmaceutical expenses may be paid as a special 758 |
---|
1132 | 1132 | | supplement. 759 |
---|
1133 | 1133 | | Section 13. Section 430.71, Florida Statutes, is created 760 |
---|
1134 | 1134 | | to read: 761 |
---|
1135 | 1135 | | 430.71 Florida Alzh eimer's Center of Excellence. — 762 |
---|
1136 | 1136 | | (1)(a) PURPOSE AND INTENT. —The purpose of this section is 763 |
---|
1137 | 1137 | | to assist and support persons with Alzheimer's disease or 764 |
---|
1138 | 1138 | | related forms of dementia and their caregivers by connecting 765 |
---|
1139 | 1139 | | them with resources in their communities. The Legislature 766 |
---|
1140 | 1140 | | intends to create a holistic care model for persons with 767 |
---|
1141 | 1141 | | Alzheimer's disease or related forms of dementia and their 768 |
---|
1142 | 1142 | | caregivers to address two primary goals: 769 |
---|
1143 | 1143 | | 1. To allow Floridians living with Alzheimer's disease or 770 |
---|
1144 | 1144 | | related forms of dementia t o age in place. 771 |
---|
1145 | 1145 | | 2. To empower family caregivers to improve their own well -772 |
---|
1146 | 1146 | | being. 773 |
---|
1147 | 1147 | | (b) The development of innovative approaches to program 774 |
---|
1148 | 1148 | | management, staff training, and service delivery which have an 775 |
---|
1149 | 1149 | | |
---|
1150 | 1150 | | HB 1457 2025 |
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1151 | 1151 | | |
---|
1152 | 1152 | | |
---|
1153 | 1153 | | |
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1154 | 1154 | | CODING: Words stricken are deletions; words underlined are additions. |
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1155 | 1155 | | hb1457-00 |
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1156 | 1156 | | Page 32 of 61 |
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1157 | 1157 | | 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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1158 | 1158 | | |
---|
1159 | 1159 | | |
---|
1160 | 1160 | | |
---|
1161 | 1161 | | impact on cost-avoidance, cost-effectiveness, and pr ogram 776 |
---|
1162 | 1162 | | efficiency is encouraged. 777 |
---|
1163 | 1163 | | (2) DEFINITIONS.—As used in this section, the term: 778 |
---|
1164 | 1164 | | (a) "Center" means the Florida Alzheimer's Center for 779 |
---|
1165 | 1165 | | Excellence. 780 |
---|
1166 | 1166 | | (b) "Department" means the Department of Elderly Affairs. 781 |
---|
1167 | 1167 | | (3) POWERS AND DUTIES. — 782 |
---|
1168 | 1168 | | (a) There is created within the Department of Elderly 783 |
---|
1169 | 1169 | | Affairs the Florida Alzheimer's Center of Excellence, which 784 |
---|
1170 | 1170 | | shall be responsible for improving the quality of care for 785 |
---|
1171 | 1171 | | persons living with Alzheimer's disease or related forms of 786 |
---|
1172 | 1172 | | dementia and improved quality of life for family caregivers. 787 |
---|
1173 | 1173 | | (b) The center shall aim to address, at a minimum, all of 788 |
---|
1174 | 1174 | | the following: 789 |
---|
1175 | 1175 | | 1. Early and accurate diagnosis. 790 |
---|
1176 | 1176 | | 2. Caregiver health. 791 |
---|
1177 | 1177 | | 3. Improved access to care. 792 |
---|
1178 | 1178 | | 4. Healthcare use costs. 793 |
---|
1179 | 1179 | | 5. Dementia capable workforce. 794 |
---|
1180 | 1180 | | 6. Underreporting of Alzheimer's disease and related forms 795 |
---|
1181 | 1181 | | of dementia. 796 |
---|
1182 | 1182 | | 7. Disparities in access to dementia care. 797 |
---|
1183 | 1183 | | (c) The center shall provide caregivers access to 798 |
---|
1184 | 1184 | | services, including, but not limited to, all of the following: 799 |
---|
1185 | 1185 | | 1. Care consultation. 800 |
---|
1186 | 1186 | | |
---|
1187 | 1187 | | HB 1457 2025 |
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1188 | 1188 | | |
---|
1189 | 1189 | | |
---|
1190 | 1190 | | |
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1194 | 1194 | | 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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1195 | 1195 | | |
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1196 | 1196 | | |
---|
1197 | 1197 | | |
---|
1198 | 1198 | | 2. Support groups. 801 |
---|
1199 | 1199 | | 3. Education and training programs. 802 |
---|
1200 | 1200 | | 4. Caregiver support services such as: 803 |
---|
1201 | 1201 | | a. Caregiver companion. 804 |
---|
1202 | 1202 | | b. Caregiver wellness programs. 805 |
---|
1203 | 1203 | | c. Care support teams. 806 |
---|
1204 | 1204 | | d. Technology based services. 807 |
---|
1205 | 1205 | | e. Coordinating or monitoring care and services. 808 |
---|
1206 | 1206 | | f. Assistance in obtaining diagnosis or prognosis of 809 |
---|
1207 | 1207 | | dementia. 810 |
---|
1208 | 1208 | | g. Assistance in obtaining end -of-life care. 811 |
---|
1209 | 1209 | | h. Assistance connecting to resources for medical care. 812 |
---|
1210 | 1210 | | i. Assistance with planning for current or future care. 813 |
---|
1211 | 1211 | | j. Guidance for coping with relationship changes for 814 |
---|
1212 | 1212 | | persons with dementia and their caregivers. 815 |
---|
1213 | 1213 | | k. Skills for communicating with persons with dementia. 816 |
---|
1214 | 1214 | | l. Understanding or managing behavioral symptoms of 817 |
---|
1215 | 1215 | | dementia. 818 |
---|
1216 | 1216 | | (d) When possible, the center shall work with the A rea 819 |
---|
1217 | 1217 | | Agencies on Aging; Alzheimer's Disease Advisory Committee; 820 |
---|
1218 | 1218 | | Alzheimer's Disease Initiative, including the state -funded 821 |
---|
1219 | 1219 | | memory disorder clinics; Dementia Care and Cure Initiative; 822 |
---|
1220 | 1220 | | universities; hospitals; and other available community resources 823 |
---|
1221 | 1221 | | to ensure full use of the state's infrastructure. 824 |
---|
1222 | 1222 | | (e) As necessary to fulfill its duties under this section, 825 |
---|
1223 | 1223 | | |
---|
1224 | 1224 | | HB 1457 2025 |
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1225 | 1225 | | |
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1226 | 1226 | | |
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1227 | 1227 | | |
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1231 | 1231 | | 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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1232 | 1232 | | |
---|
1233 | 1233 | | |
---|
1234 | 1234 | | |
---|
1235 | 1235 | | the center may provide direct services or contract for the 826 |
---|
1236 | 1236 | | provision of services. 827 |
---|
1237 | 1237 | | (4) ELIGIBILITY FOR SERVICES. — 828 |
---|
1238 | 1238 | | (a) Persons seeking assistance from t he center must meet 829 |
---|
1239 | 1239 | | all of the following criteria to be eligible for services: 830 |
---|
1240 | 1240 | | 1. At least one person in the household is a caregiver for 831 |
---|
1241 | 1241 | | a person who has been diagnosed with, or is suspected to have, 832 |
---|
1242 | 1242 | | Alzheimer's disease or a related form of dementia. 833 |
---|
1243 | 1243 | | 2. The caregiver or person who has been diagnosed with, or 834 |
---|
1244 | 1244 | | is suspected to have, Alzheimer's disease or a related form of 835 |
---|
1245 | 1245 | | dementia, is a resident of this state. 836 |
---|
1246 | 1246 | | 3. Have the goal of providing in -home care for the person 837 |
---|
1247 | 1247 | | who has been diagnosed with, or is suspected to have, 838 |
---|
1248 | 1248 | | Alzheimer's disease or related form of dementia. 839 |
---|
1249 | 1249 | | (b) If the person seeking assistance meets the criteria in 840 |
---|
1250 | 1250 | | paragraph (a), the center may provide assistance to the 841 |
---|
1251 | 1251 | | caregiving family, subject to the availability of funds and 842 |
---|
1252 | 1252 | | resources. 843 |
---|
1253 | 1253 | | Section 14. Subsection (2) of section 430.901, Florida 844 |
---|
1254 | 1254 | | Statutes, is amended to read: 845 |
---|
1255 | 1255 | | 430.901 Multiservice senior center; definition; purpose. —A 846 |
---|
1256 | 1256 | | "multiservice senior center" is: 847 |
---|
1257 | 1257 | | (2) An entity that may partner with an aging and 848 |
---|
1258 | 1258 | | disability resource center to provide for easier access to long -849 |
---|
1259 | 1259 | | term care services by seniors and their families who reside 850 |
---|
1260 | 1260 | | |
---|
1261 | 1261 | | HB 1457 2025 |
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1262 | 1262 | | |
---|
1263 | 1263 | | |
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1264 | 1264 | | |
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1267 | 1267 | | Page 35 of 61 |
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1268 | 1268 | | 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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1269 | 1269 | | |
---|
1270 | 1270 | | |
---|
1271 | 1271 | | |
---|
1272 | 1272 | | within the local community. 851 |
---|
1273 | 1273 | | Section 15. Subsection (1) and paragraph (e) of subsection 852 |
---|
1274 | 1274 | | (2) of section 744.2001, Florida Statutes, are amended to read: 853 |
---|
1275 | 1275 | | 744.2001 Office of Public and Professional Guardians. —854 |
---|
1276 | 1276 | | There is created the Office of Public and Professional Guardians 855 |
---|
1277 | 1277 | | within the Department of Elderly Affairs. 856 |
---|
1278 | 1278 | | (1) The Secretary of Elderly Affairs shall appoint the 857 |
---|
1279 | 1279 | | executive director, who shall be th e head of the Office of 858 |
---|
1280 | 1280 | | Public and Professional Guardians. The executive director must 859 |
---|
1281 | 1281 | | be a member of The Florida Bar, knowledgeable of guardianship 860 |
---|
1282 | 1282 | | law and of the social services available to meet the needs of 861 |
---|
1283 | 1283 | | incapacitated persons, shall serve on a full -time basis, and 862 |
---|
1284 | 1284 | | shall personally, or through a representative of the office, 863 |
---|
1285 | 1285 | | carry out the purposes and functions of the Office of Public and 864 |
---|
1286 | 1286 | | Professional Guardians in accordance with state and federal law. 865 |
---|
1287 | 1287 | | The executive director shall serve at the pleasur e of and report 866 |
---|
1288 | 1288 | | to the secretary. 867 |
---|
1289 | 1289 | | (2) The executive director shall, within available 868 |
---|
1290 | 1290 | | resources: 869 |
---|
1291 | 1291 | | (e) Produce and make available information about 870 |
---|
1292 | 1292 | | alternatives to and types of guardianship for dissemination by 871 |
---|
1293 | 1293 | | area agencies on aging as defined in s. 430. 203 and aging and 872 |
---|
1294 | 1294 | | disability resource centers as described in s. 430.2053. 873 |
---|
1295 | 1295 | | Section 16. Subsections (3) through (10) of section 874 |
---|
1296 | 1296 | | 744.2003, Florida Statutes, are renumbered as subsections (4) 875 |
---|
1297 | 1297 | | |
---|
1298 | 1298 | | HB 1457 2025 |
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1299 | 1299 | | |
---|
1300 | 1300 | | |
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1301 | 1301 | | |
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1304 | 1304 | | Page 36 of 61 |
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1305 | 1305 | | 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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1306 | 1306 | | |
---|
1307 | 1307 | | |
---|
1308 | 1308 | | |
---|
1309 | 1309 | | through (11), respectively, subsection (2) and present 876 |
---|
1310 | 1310 | | subsection (8) are amended, and a new subsection (3) is added to 877 |
---|
1311 | 1311 | | that section, to read: 878 |
---|
1312 | 1312 | | 744.2003 Regulation of professional guardians; 879 |
---|
1313 | 1313 | | application; bond required; educational requirements. — 880 |
---|
1314 | 1314 | | (2) Each professional guardian who files a petition for 881 |
---|
1315 | 1315 | | appointment after October 1, 1997, shall post a blanket 882 |
---|
1316 | 1316 | | fiduciary bond with the clerk of the circuit court in the county 883 |
---|
1317 | 1317 | | in which the guardian's primary place of business is located. 884 |
---|
1318 | 1318 | | The guardian shall provide proof of the fiduciary bond to the 885 |
---|
1319 | 1319 | | clerks of each additional circuit court in which he or she is 886 |
---|
1320 | 1320 | | serving as a professional guardian. The bond shall be maintained 887 |
---|
1321 | 1321 | | by the guardian in an amount not less than $250,000 $50,000. The 888 |
---|
1322 | 1322 | | bond must cover all wards for whom the guardian has been 889 |
---|
1323 | 1323 | | appointed at any given time. The liability of the provider of 890 |
---|
1324 | 1324 | | the bond is limited to the face amount of the bond, regardless 891 |
---|
1325 | 1325 | | of the number of wards for whom the professional guardian has 892 |
---|
1326 | 1326 | | been appointed. The act or omissions of each employee of a 893 |
---|
1327 | 1327 | | professional guardian who has direct conta ct with the ward or 894 |
---|
1328 | 1328 | | access to the ward's assets is covered by the terms of such 895 |
---|
1329 | 1329 | | bond. The bond must be payable to the Governor of the State of 896 |
---|
1330 | 1330 | | Florida and his or her successors in office and conditioned on 897 |
---|
1331 | 1331 | | the faithful performance of all duties by the guar dian. In form, 898 |
---|
1332 | 1332 | | the bond must be joint and several. The bond is in addition to 899 |
---|
1333 | 1333 | | any bonds required under s. 744.351. This subsection does not 900 |
---|
1334 | 1334 | | |
---|
1335 | 1335 | | HB 1457 2025 |
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1336 | 1336 | | |
---|
1337 | 1337 | | |
---|
1338 | 1338 | | |
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1341 | 1341 | | Page 37 of 61 |
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1342 | 1342 | | 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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1343 | 1343 | | |
---|
1344 | 1344 | | |
---|
1345 | 1345 | | |
---|
1346 | 1346 | | apply to any attorney who is licensed to practice law in this 901 |
---|
1347 | 1347 | | state and who is in good standing, to any financial in stitution 902 |
---|
1348 | 1348 | | as defined in s. 744.309(4), or a public guardian. The expenses 903 |
---|
1349 | 1349 | | incurred to satisfy the bonding requirements prescribed in this 904 |
---|
1350 | 1350 | | section may not be paid with the assets of any ward. 905 |
---|
1351 | 1351 | | (3) In the event a circuit judge decides to waive the 906 |
---|
1352 | 1352 | | requirement for the posting of a blanket fiduciary bond by a 907 |
---|
1353 | 1353 | | guardian, the court shall enter a written order waiving the bond 908 |
---|
1354 | 1354 | | requirement. The court must include in its written order the 909 |
---|
1355 | 1355 | | reasons for waiving the bond requirement. 910 |
---|
1356 | 1356 | | (9)(8) The Department of Elderly A ffairs shall waive the 911 |
---|
1357 | 1357 | | examination requirement in subsection (7) (6) if a professional 912 |
---|
1358 | 1358 | | guardian can provide: 913 |
---|
1359 | 1359 | | (a) Proof that the guardian has actively acted as a 914 |
---|
1360 | 1360 | | professional guardian for 5 years or more; and 915 |
---|
1361 | 1361 | | (b) A letter from a circuit judge before who m the 916 |
---|
1362 | 1362 | | professional guardian practiced at least 1 year which states 917 |
---|
1363 | 1363 | | that the professional guardian had demonstrated to the court 918 |
---|
1364 | 1364 | | competency as a professional guardian. 919 |
---|
1365 | 1365 | | Section 17. Subsection (2) of section 744.2004, Florida 920 |
---|
1366 | 1366 | | Statutes, is amended to read: 921 |
---|
1367 | 1367 | | 744.2004 Complaints; disciplinary proceedings; penalties; 922 |
---|
1368 | 1368 | | enforcement.— 923 |
---|
1369 | 1369 | | (2) The Office of Public and Professional Guardians shall 924 |
---|
1370 | 1370 | | establish disciplinary proceedings, conduct hearings, and take 925 |
---|
1371 | 1371 | | |
---|
1372 | 1372 | | HB 1457 2025 |
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1373 | 1373 | | |
---|
1374 | 1374 | | |
---|
1375 | 1375 | | |
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1379 | 1379 | | 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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1380 | 1380 | | |
---|
1381 | 1381 | | |
---|
1382 | 1382 | | |
---|
1383 | 1383 | | administrative action pursuant to chapter 120. Disciplinar y 926 |
---|
1384 | 1384 | | actions may include, but are not limited to, requiring a 927 |
---|
1385 | 1385 | | professional guardian to participate in additional educational 928 |
---|
1386 | 1386 | | courses provided or approved by the Office of Public and 929 |
---|
1387 | 1387 | | Professional Guardians, imposing additional monitoring by the 930 |
---|
1388 | 1388 | | Office of Public and Professional Guardians office of the 931 |
---|
1389 | 1389 | | guardianships to which the professional guardian is appointed, 932 |
---|
1390 | 1390 | | restitution, fine, costs of investigation and disciplinary 933 |
---|
1391 | 1391 | | actions, and suspension or revocation of a professional 934 |
---|
1392 | 1392 | | guardian's registration. 935 |
---|
1393 | 1393 | | Section 18. Subsections (1) and (2) of section 744.20041, 936 |
---|
1394 | 1394 | | Florida Statutes, are amended to read: 937 |
---|
1395 | 1395 | | 744.20041 Grounds for discipline; penalties; enforcement. — 938 |
---|
1396 | 1396 | | (1) The following acts by a professional guardian shall 939 |
---|
1397 | 1397 | | constitute grounds for which the disciplinary actions specified 940 |
---|
1398 | 1398 | | in subsection (2) may be taken: 941 |
---|
1399 | 1399 | | (a) Making misleading, deceptive, or fraudulent 942 |
---|
1400 | 1400 | | representations in or related to the practice of guardianship. 943 |
---|
1401 | 1401 | | (b) Withholding information from the court involving 944 |
---|
1402 | 1402 | | apparent or actual conflicts of intere st or that could result in 945 |
---|
1403 | 1403 | | the appearance of or actual self -dealing. 946 |
---|
1404 | 1404 | | (c)(b) Violating any rule governing guardians or 947 |
---|
1405 | 1405 | | guardianships adopted by the Office of Public and Professional 948 |
---|
1406 | 1406 | | Guardians. 949 |
---|
1407 | 1407 | | (d)(c) Being convicted or found guilty of, or entering a 950 |
---|
1408 | 1408 | | |
---|
1409 | 1409 | | HB 1457 2025 |
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1410 | 1410 | | |
---|
1411 | 1411 | | |
---|
1412 | 1412 | | |
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1416 | 1416 | | 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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1417 | 1417 | | |
---|
1418 | 1418 | | |
---|
1419 | 1419 | | |
---|
1420 | 1420 | | plea of guilty or nolo contendere to, regardless of 951 |
---|
1421 | 1421 | | adjudication, a crime in any jurisdiction which relates to the 952 |
---|
1422 | 1422 | | practice of or the ability to practice as a professional 953 |
---|
1423 | 1423 | | guardian. 954 |
---|
1424 | 1424 | | (e) Misusing any advance directive, including a power of 955 |
---|
1425 | 1425 | | attorney, living will, designation of health care surrogate, or 956 |
---|
1426 | 1426 | | do-not-resuscitate order to the detriment of the principal or 957 |
---|
1427 | 1427 | | benefit of the professional guardian, regardless of whether the 958 |
---|
1428 | 1428 | | professional guardian is the guardian of the principal at the 959 |
---|
1429 | 1429 | | time. 960 |
---|
1430 | 1430 | | (f)(d) Failing to comply with the educational course 961 |
---|
1431 | 1431 | | requirements contained in s. 744.2003. 962 |
---|
1432 | 1432 | | (g)(e) Having a registration, a license, or the authority 963 |
---|
1433 | 1433 | | to practice a regulated profession revoked, suspended, or 964 |
---|
1434 | 1434 | | otherwise acted against, including the denial of registra tion or 965 |
---|
1435 | 1435 | | licensure, by the registering or licensing authority of any 966 |
---|
1436 | 1436 | | jurisdiction, including its agencies or subdivisions, for a 967 |
---|
1437 | 1437 | | violation under Florida law. The registering or licensing 968 |
---|
1438 | 1438 | | authority's acceptance of a relinquishment of registration or 969 |
---|
1439 | 1439 | | licensure, stipulation, consent order, or other settlement 970 |
---|
1440 | 1440 | | offered in response to or in anticipation of the filing of 971 |
---|
1441 | 1441 | | charges against the registration or license shall be construed 972 |
---|
1442 | 1442 | | as an action against the registration or license. 973 |
---|
1443 | 1443 | | (h)(f) Knowingly filing a false report or complaint with 974 |
---|
1444 | 1444 | | the Office of Public and Professional Guardians against another 975 |
---|
1445 | 1445 | | |
---|
1446 | 1446 | | HB 1457 2025 |
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1447 | 1447 | | |
---|
1448 | 1448 | | |
---|
1449 | 1449 | | |
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1453 | 1453 | | 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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1454 | 1454 | | |
---|
1455 | 1455 | | |
---|
1456 | 1456 | | |
---|
1457 | 1457 | | guardian. 976 |
---|
1458 | 1458 | | (i) Retaliating against a ward, a ward's family, or other 977 |
---|
1459 | 1459 | | interested party after a complaint has been filed concerning 978 |
---|
1460 | 1460 | | that ward. 979 |
---|
1461 | 1461 | | (j)(g) Attempting to obtain, obtaining, or renewing a 980 |
---|
1462 | 1462 | | registration or license to practice a profession by bribery, by 981 |
---|
1463 | 1463 | | fraudulent misrepresentation, or as a result of an error by the 982 |
---|
1464 | 1464 | | Office of Public and Professional Guardians which is known and 983 |
---|
1465 | 1465 | | not disclosed to the Office of Pu blic and Professional 984 |
---|
1466 | 1466 | | Guardians. 985 |
---|
1467 | 1467 | | (k)(h) Failing to report to the Office of Public and 986 |
---|
1468 | 1468 | | Professional Guardians any person who the professional guardian 987 |
---|
1469 | 1469 | | knows is in violation of this chapter or the rules of the Office 988 |
---|
1470 | 1470 | | of Public and Professional Guardians. 989 |
---|
1471 | 1471 | | (l)(i) Failing to perform any statutory or legal 990 |
---|
1472 | 1472 | | obligation placed upon a professional guardian. 991 |
---|
1473 | 1473 | | (m)(j) Making or filing a report or record that the 992 |
---|
1474 | 1474 | | professional guardian knows to be false, intentionally or 993 |
---|
1475 | 1475 | | negligently failing to file a report or record required by state 994 |
---|
1476 | 1476 | | or federal law, or willfully impeding or obstructing another 995 |
---|
1477 | 1477 | | person's attempt to do so. Such reports or records shall include 996 |
---|
1478 | 1478 | | only those that are signed in the guardian's capacity as a 997 |
---|
1479 | 1479 | | professional guardian. 998 |
---|
1480 | 1480 | | (n)(k) Using the position o f guardian for the purpose of 999 |
---|
1481 | 1481 | | financial gain by a professional guardian or a third party, 1000 |
---|
1482 | 1482 | | |
---|
1483 | 1483 | | HB 1457 2025 |
---|
1484 | 1484 | | |
---|
1485 | 1485 | | |
---|
1486 | 1486 | | |
---|
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1490 | 1490 | | 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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1491 | 1491 | | |
---|
1492 | 1492 | | |
---|
1493 | 1493 | | |
---|
1494 | 1494 | | other than the funds awarded to the professional guardian by the 1001 |
---|
1495 | 1495 | | court pursuant to s. 744.108. 1002 |
---|
1496 | 1496 | | (o)(l) Violating a lawful order of the Office of Public 1003 |
---|
1497 | 1497 | | and Professional Guardians or failing to comply with a lawfully 1004 |
---|
1498 | 1498 | | issued subpoena of the Office of Public and Professional 1005 |
---|
1499 | 1499 | | Guardians. 1006 |
---|
1500 | 1500 | | (p)(m) Improperly interfering with an investigation or 1007 |
---|
1501 | 1501 | | inspection authorized by statute or rule or with any 1008 |
---|
1502 | 1502 | | disciplinary proceeding. 1009 |
---|
1503 | 1503 | | (q)(n) Using the guardian relationship to engage or 1010 |
---|
1504 | 1504 | | attempt to engage the ward, or an immediate family member or a 1011 |
---|
1505 | 1505 | | representative of the ward, in verbal, written, electronic, or 1012 |
---|
1506 | 1506 | | physical sexual activity. 1013 |
---|
1507 | 1507 | | (r)(o) Failing to report to the Office of Public a nd 1014 |
---|
1508 | 1508 | | Professional Guardians in writing within 30 days after being 1015 |
---|
1509 | 1509 | | convicted or found guilty of, or entered a plea of nolo 1016 |
---|
1510 | 1510 | | contendere to, regardless of adjudication, a crime in any 1017 |
---|
1511 | 1511 | | jurisdiction. 1018 |
---|
1512 | 1512 | | (s)(p) Being unable to perform the functions of a 1019 |
---|
1513 | 1513 | | professional guardian with reasonable skill by reason of illness 1020 |
---|
1514 | 1514 | | or use of alcohol, drugs, narcotics, chemicals, or any other 1021 |
---|
1515 | 1515 | | type of substance or as a result of any mental or physical 1022 |
---|
1516 | 1516 | | condition. 1023 |
---|
1517 | 1517 | | (t)(q) Failing to post and maintain a blanket fiduciary 1024 |
---|
1518 | 1518 | | bond pursuant to s. 744.2003. 1025 |
---|
1519 | 1519 | | |
---|
1520 | 1520 | | HB 1457 2025 |
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1521 | 1521 | | |
---|
1522 | 1522 | | |
---|
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1527 | 1527 | | 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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1528 | 1528 | | |
---|
1529 | 1529 | | |
---|
1530 | 1530 | | |
---|
1531 | 1531 | | (u)(r) Failing to maintain all records pertaining to a 1026 |
---|
1532 | 1532 | | guardianship for a reasonable time after the court has closed 1027 |
---|
1533 | 1533 | | the guardianship matter. 1028 |
---|
1534 | 1534 | | (v) Failing to immediately report the Department of 1029 |
---|
1535 | 1535 | | Children and Families' Adult Protective Se rvices Unit and local 1030 |
---|
1536 | 1536 | | law enforcement incidents of abuse, neglect, or exploitation. 1031 |
---|
1537 | 1537 | | (w)(s) Violating any provision of this chapter or any rule 1032 |
---|
1538 | 1538 | | adopted pursuant thereto. 1033 |
---|
1539 | 1539 | | (2) When the Office of Public and Professional Guardians 1034 |
---|
1540 | 1540 | | finds any person a professional guardian guilty of violating 1035 |
---|
1541 | 1541 | | subsection (1), it may enter an order imposing one or more of 1036 |
---|
1542 | 1542 | | the following penalties: 1037 |
---|
1543 | 1543 | | (a) Refusal to register an applicant as a professional 1038 |
---|
1544 | 1544 | | guardian. 1039 |
---|
1545 | 1545 | | (b) Suspension or permanent revocation of a professional 1040 |
---|
1546 | 1546 | | guardian's registration. 1041 |
---|
1547 | 1547 | | (c) Issuance of a reprimand or letter of concern. 1042 |
---|
1548 | 1548 | | (d) Requirement that the professional guardian undergo 1043 |
---|
1549 | 1549 | | treatment, attend continuing education courses, submit to 1044 |
---|
1550 | 1550 | | reexamination, or satisfy any terms that are reasonably tailored 1045 |
---|
1551 | 1551 | | to the violations found. 1046 |
---|
1552 | 1552 | | (e) Requirement that the professional guardian pay 1047 |
---|
1553 | 1553 | | restitution of any funds obtained, disbursed, or obtained 1048 |
---|
1554 | 1554 | | through a violation of any statute, rule, or other legal 1049 |
---|
1555 | 1555 | | authority to a ward or the ward's estate, if applicable. 1050 |
---|
1556 | 1556 | | |
---|
1557 | 1557 | | HB 1457 2025 |
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1558 | 1558 | | |
---|
1559 | 1559 | | |
---|
1560 | 1560 | | |
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1564 | 1564 | | 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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1565 | 1565 | | |
---|
1566 | 1566 | | |
---|
1567 | 1567 | | |
---|
1568 | 1568 | | (f) Requirement that the professional guardian pay a fine, 1051 |
---|
1569 | 1569 | | not to exceed $500 per violation. 1052 |
---|
1570 | 1570 | | (g) Requirement that the professional guardian pay the 1053 |
---|
1571 | 1571 | | costs of investigation and prosecution. 1054 |
---|
1572 | 1572 | | (h)(f) Requirement that the professional guardian undergo 1055 |
---|
1573 | 1573 | | remedial education. 1056 |
---|
1574 | 1574 | | Section 19. Section 744.20061, Florida Statutes, is 1057 |
---|
1575 | 1575 | | created to read: 1058 |
---|
1576 | 1576 | | 744.20061 Office of public guardian boards; conflicts of 1059 |
---|
1577 | 1577 | | interest.— 1060 |
---|
1578 | 1578 | | (1) In order to serve as an office of public guardian, an 1061 |
---|
1579 | 1579 | | entity must: 1062 |
---|
1580 | 1580 | | (a) Be organized as a Florida corpo ration or a 1063 |
---|
1581 | 1581 | | governmental entity. 1064 |
---|
1582 | 1582 | | (b)1. Be governed by a board of directors. Board members 1065 |
---|
1583 | 1583 | | shall provide oversight and ensure accountability and 1066 |
---|
1584 | 1584 | | transparency for the system of care. The board of directors 1067 |
---|
1585 | 1585 | | shall provide fiduciary oversight to prevent confl icts of 1068 |
---|
1586 | 1586 | | interest, promote accountability and transparency, and protect 1069 |
---|
1587 | 1587 | | state and federal funding from misuse. The board of directors 1070 |
---|
1588 | 1588 | | shall act in accordance with s. 617.0830. The membership of the 1071 |
---|
1589 | 1589 | | board of directors must be described in the bylaws or artic les 1072 |
---|
1590 | 1590 | | of incorporation of each office of public guardian, which must 1073 |
---|
1591 | 1591 | | provide that 100 percent of the membership of the board of 1074 |
---|
1592 | 1592 | | directors must be composed of persons residing within the 1075 |
---|
1593 | 1593 | | |
---|
1594 | 1594 | | HB 1457 2025 |
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1595 | 1595 | | |
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1596 | 1596 | | |
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1597 | 1597 | | |
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1600 | 1600 | | Page 44 of 61 |
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1601 | 1601 | | 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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1602 | 1602 | | |
---|
1603 | 1603 | | |
---|
1604 | 1604 | | |
---|
1605 | 1605 | | service area of the office of public guardian. The office of 1076 |
---|
1606 | 1606 | | public guardian shall ensure that board members participate in 1077 |
---|
1607 | 1607 | | annual training related to their responsibilities. The 1078 |
---|
1608 | 1608 | | Department of Elderly Affairs shall provide minimum training 1079 |
---|
1609 | 1609 | | criteria in the contracts with the offices of public guardian. 1080 |
---|
1610 | 1610 | | 2. The powers of the bo ard of directors include, but are 1081 |
---|
1611 | 1611 | | not limited to, approving the office of public guardian's budget 1082 |
---|
1612 | 1612 | | and setting the office of public guardian's operational policy 1083 |
---|
1613 | 1613 | | and procedures. A board of directors must additionally have the 1084 |
---|
1614 | 1614 | | power to hire the office of pu blic guardian's executive 1085 |
---|
1615 | 1615 | | director. 1086 |
---|
1616 | 1616 | | (c) Demonstrate financial responsibility through an 1087 |
---|
1617 | 1617 | | organized plan for regular fiscal audits and the posting of a 1088 |
---|
1618 | 1618 | | performance bond to cover any costs associated with the assessed 1089 |
---|
1619 | 1619 | | penalties related to a failure to discl ose a conflict of 1090 |
---|
1620 | 1620 | | interest under subsection (3). 1091 |
---|
1621 | 1621 | | (2) As used in this section, the term: 1092 |
---|
1622 | 1622 | | (a) "Activity" includes, but is not limited to, a contract 1093 |
---|
1623 | 1623 | | for goods and services, a contract for the purchase of any real 1094 |
---|
1624 | 1624 | | or tangible property, or an agreement to engage with an office 1095 |
---|
1625 | 1625 | | of public guardian for the benefit of a third party in exchange 1096 |
---|
1626 | 1626 | | for an interest in real or tangible property, a monetary 1097 |
---|
1627 | 1627 | | benefit, or an in-kind contribution. 1098 |
---|
1628 | 1628 | | (b) "Conflict of interest" means when a board member, a 1099 |
---|
1629 | 1629 | | director, or an officer, or a relative of a board member, a 1100 |
---|
1630 | 1630 | | |
---|
1631 | 1631 | | HB 1457 2025 |
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1632 | 1632 | | |
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1633 | 1633 | | |
---|
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1638 | 1638 | | 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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1639 | 1639 | | |
---|
1640 | 1640 | | |
---|
1641 | 1641 | | |
---|
1642 | 1642 | | director, or an officer of an office of public guardian does any 1101 |
---|
1643 | 1643 | | of the following: 1102 |
---|
1644 | 1644 | | 1. Enters into a contract or other transaction for goo ds 1103 |
---|
1645 | 1645 | | or services with the office of public guardian. 1104 |
---|
1646 | 1646 | | 2. Holds a direct or indirect interest in a corporation, 1105 |
---|
1647 | 1647 | | limited liability corporation, partnership, limited liability 1106 |
---|
1648 | 1648 | | partnership, or other business entity that conducts business 1107 |
---|
1649 | 1649 | | with the office of publ ic guardian or proposes to enter into a 1108 |
---|
1650 | 1650 | | contract or other transaction with the office of public 1109 |
---|
1651 | 1651 | | guardian. For purposes of this paragraph, the term "indirect 1110 |
---|
1652 | 1652 | | interest" has the same meaning as in s. 112.312. 1111 |
---|
1653 | 1653 | | 3. Knowingly obtains a direct or indirect person al, 1112 |
---|
1654 | 1654 | | financial, professional, or other benefit as a result of the 1113 |
---|
1655 | 1655 | | relationship of such board member, director, or officer, or 1114 |
---|
1656 | 1656 | | relative of the board member, director, or officer, with the 1115 |
---|
1657 | 1657 | | office of public guardian. For purposes of this paragraph, the 1116 |
---|
1658 | 1658 | | term "benefit" does not include per diem and travel expenses 1117 |
---|
1659 | 1659 | | paid or reimbursed to board members or officers of the office of 1118 |
---|
1660 | 1660 | | public guardian in connection with their service on the board. 1119 |
---|
1661 | 1661 | | (c) "Related party" means any entity of which a director 1120 |
---|
1662 | 1662 | | or an officer of the entity is also directly or indirectly 1121 |
---|
1663 | 1663 | | related to, or has a direct or indirect financial or other 1122 |
---|
1664 | 1664 | | material interest in, the office of public guardian. The term 1123 |
---|
1665 | 1665 | | also includes any subsidiary firm, parent entity, associate 1124 |
---|
1666 | 1666 | | firm, or joint venture. 1125 |
---|
1667 | 1667 | | |
---|
1668 | 1668 | | HB 1457 2025 |
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1669 | 1669 | | |
---|
1670 | 1670 | | |
---|
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1675 | 1675 | | 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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1676 | 1676 | | |
---|
1677 | 1677 | | |
---|
1678 | 1678 | | |
---|
1679 | 1679 | | (d) "Relative" means a relative within the third degree of 1126 |
---|
1680 | 1680 | | consanguinity by blood or marriage. 1127 |
---|
1681 | 1681 | | (3)(a)1. For any activity that is presented to the board 1128 |
---|
1682 | 1682 | | of an office of public guardian for its initial consideration 1129 |
---|
1683 | 1683 | | and approval, or any activity that involves a contract that is 1130 |
---|
1684 | 1684 | | being considered for renewal, a board member, a director, or an 1131 |
---|
1685 | 1685 | | officer of an office of public guardian shall disclose to the 1132 |
---|
1686 | 1686 | | board any activity that may reasonably be construed to be a 1133 |
---|
1687 | 1687 | | conflict of interest before such activity is initia lly 1134 |
---|
1688 | 1688 | | considered and approved or a contract is renewed by the board. A 1135 |
---|
1689 | 1689 | | rebuttable presumption of a conflict of interest exists if the 1136 |
---|
1690 | 1690 | | activity was acted on by the board without prior notice as 1137 |
---|
1691 | 1691 | | required under paragraph (b). The board shall immediately 1138 |
---|
1692 | 1692 | | disclose any known actual or potential conflicts to the 1139 |
---|
1693 | 1693 | | Department of Elderly Affairs. 1140 |
---|
1694 | 1694 | | 2. An office of public guardian may not enter into a 1141 |
---|
1695 | 1695 | | contract or be a party to any transaction with related parties 1142 |
---|
1696 | 1696 | | if a conflict of interest is not properly disclosed. 1143 |
---|
1697 | 1697 | | (b)1. If a board member, a director, or an officer of an 1144 |
---|
1698 | 1698 | | office of public guardian, or a relative of a board member or an 1145 |
---|
1699 | 1699 | | officer, proposes to engage in an activity as described in 1146 |
---|
1700 | 1700 | | subparagraph (a)1., the proposed activity must be listed on the 1147 |
---|
1701 | 1701 | | meeting agenda for the next general or special meeting of the 1148 |
---|
1702 | 1702 | | board members, and copies of all contracts and transactional 1149 |
---|
1703 | 1703 | | documents related to the proposed activity must be included in 1150 |
---|
1704 | 1704 | | |
---|
1705 | 1705 | | HB 1457 2025 |
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1706 | 1706 | | |
---|
1707 | 1707 | | |
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1712 | 1712 | | 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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1713 | 1713 | | |
---|
1714 | 1714 | | |
---|
1715 | 1715 | | |
---|
1716 | 1716 | | the agenda. The meeting agenda must clearly identify the 1151 |
---|
1717 | 1717 | | existence of a potential co nflict of interest for the proposed 1152 |
---|
1718 | 1718 | | activity. Before a board member or an officer of the office of 1153 |
---|
1719 | 1719 | | public guardian, or a relative of a board member or an officer, 1154 |
---|
1720 | 1720 | | engages in the proposed activity, the activity and contract or 1155 |
---|
1721 | 1721 | | other transactional documents must be approved by an affirmative 1156 |
---|
1722 | 1722 | | vote of two-thirds of all other board members present. 1157 |
---|
1723 | 1723 | | 2. If a board member, a director, or an officer of the 1158 |
---|
1724 | 1724 | | office of public guardian notifies the board of a potential 1159 |
---|
1725 | 1725 | | conflict of interest with the board member or off icer, or a 1160 |
---|
1726 | 1726 | | relative of the board member or officer, under an existing 1161 |
---|
1727 | 1727 | | contract as described in subparagraph (a)2., the board must 1162 |
---|
1728 | 1728 | | notice the activity on a meeting agenda for the next general or 1163 |
---|
1729 | 1729 | | special meeting of the board members, and copies of all 1164 |
---|
1730 | 1730 | | contracts and transactional documents related to the activity 1165 |
---|
1731 | 1731 | | must be attached. The meeting agenda must clearly identify the 1166 |
---|
1732 | 1732 | | existence of a potential conflict of interest. The board must be 1167 |
---|
1733 | 1733 | | given the opportunity to approve or disapprove the conflict of 1168 |
---|
1734 | 1734 | | interest by a vote of two-thirds of all other board members 1169 |
---|
1735 | 1735 | | present. 1170 |
---|
1736 | 1736 | | (c)1. If the board votes against the proposed activity 1171 |
---|
1737 | 1737 | | under subparagraph (b)1., the board member or officer of the 1172 |
---|
1738 | 1738 | | office of public guardian, or the relative of the board member 1173 |
---|
1739 | 1739 | | or officer, must notify the board in writing of his or her 1174 |
---|
1740 | 1740 | | intention, or his or her relative's intention, not to pursue the 1175 |
---|
1741 | 1741 | | |
---|
1742 | 1742 | | HB 1457 2025 |
---|
1743 | 1743 | | |
---|
1744 | 1744 | | |
---|
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1749 | 1749 | | 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 |
---|
1750 | 1750 | | |
---|
1751 | 1751 | | |
---|
1752 | 1752 | | |
---|
1753 | 1753 | | proposed activity, or the board member or officer shall withdraw 1176 |
---|
1754 | 1754 | | from office before the next scheduled board meeting. If the 1177 |
---|
1755 | 1755 | | board finds that a boa rd member or officer has violated this 1178 |
---|
1756 | 1756 | | paragraph, the board member or officer shall be removed from 1179 |
---|
1757 | 1757 | | office before the next scheduled board meeting. 1180 |
---|
1758 | 1758 | | 2. In the event that the board does not approve a conflict 1181 |
---|
1759 | 1759 | | of interest as required under subparagraph (b)2 ., the parties to 1182 |
---|
1760 | 1760 | | the activity may opt to cancel the activity or, in the 1183 |
---|
1761 | 1761 | | alternative, the board member or officer of the office of public 1184 |
---|
1762 | 1762 | | guardian must resign from the board before the next scheduled 1185 |
---|
1763 | 1763 | | board meeting. If the activity canceled is a contract, t he 1186 |
---|
1764 | 1764 | | office of public guardian is only liable for the reasonable 1187 |
---|
1765 | 1765 | | value of the goods and services provided up to the time of 1188 |
---|
1766 | 1766 | | cancellation and is not liable for any termination fee, 1189 |
---|
1767 | 1767 | | liquidated damages, or other form of penalty for such 1190 |
---|
1768 | 1768 | | cancellation. 1191 |
---|
1769 | 1769 | | (d) A board member or an officer of an office of public 1192 |
---|
1770 | 1770 | | guardian, or a relative of a board member or an officer, who is 1193 |
---|
1771 | 1771 | | a party to, or has an interest in, an activity that is a 1194 |
---|
1772 | 1772 | | possible conflict of interest may attend the meeting at which 1195 |
---|
1773 | 1773 | | the activity is considere d by the board and may make a 1196 |
---|
1774 | 1774 | | presentation to the board regarding the activity. After the 1197 |
---|
1775 | 1775 | | presentation, the board member or officer, or the relative of 1198 |
---|
1776 | 1776 | | the board member or officer, must leave the meeting during the 1199 |
---|
1777 | 1777 | | discussion of, and the vote on, the activ ity. A board member or 1200 |
---|
1778 | 1778 | | |
---|
1779 | 1779 | | HB 1457 2025 |
---|
1780 | 1780 | | |
---|
1781 | 1781 | | |
---|
1782 | 1782 | | |
---|
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1786 | 1786 | | 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 |
---|
1787 | 1787 | | |
---|
1788 | 1788 | | |
---|
1789 | 1789 | | |
---|
1790 | 1790 | | an officer who is a party to, or has an interest in, the 1201 |
---|
1791 | 1791 | | activity shall recuse himself or herself from the vote. 1202 |
---|
1792 | 1792 | | (e) A contract entered into between a board member or an 1203 |
---|
1793 | 1793 | | officer of an office of public guardian, or a relative of a 1204 |
---|
1794 | 1794 | | board member, a director, or an officer, and the office of 1205 |
---|
1795 | 1795 | | public guardian which has not been properly disclosed as a 1206 |
---|
1796 | 1796 | | conflict of interest or potential conflict of interest under 1207 |
---|
1797 | 1797 | | this section is voidable and terminates upon the filing of a 1208 |
---|
1798 | 1798 | | written notice terminating the contract with the board of 1209 |
---|
1799 | 1799 | | directors which contains the consent of at least 20 percent of 1210 |
---|
1800 | 1800 | | the voting interests of the office of public guardian. 1211 |
---|
1801 | 1801 | | (f)1. All Department of Elderly Affairs contracts with 1212 |
---|
1802 | 1802 | | offices of public guardian must contain the following 1213 |
---|
1803 | 1803 | | contractual penalty provisions: 1214 |
---|
1804 | 1804 | | a. Penalties in the amount of $5,000 per occurrence must 1215 |
---|
1805 | 1805 | | be imposed for each known and potential conflict of interest, as 1216 |
---|
1806 | 1806 | | described in paragraph (b), which is not disclosed to the 1217 |
---|
1807 | 1807 | | Department of Elderly Affair s. 1218 |
---|
1808 | 1808 | | b. If a contract is executed for which a conflict of 1219 |
---|
1809 | 1809 | | interest was not disclosed to the Department of Elderly Affairs 1220 |
---|
1810 | 1810 | | before execution of the contract, the following penalties apply: 1221 |
---|
1811 | 1811 | | (I) A penalty in the amount of $20,000 for a first 1222 |
---|
1812 | 1812 | | offense. 1223 |
---|
1813 | 1813 | | (II) A penalty in the amount of $30,000 for a second or 1224 |
---|
1814 | 1814 | | subsequent offense. 1225 |
---|
1815 | 1815 | | |
---|
1816 | 1816 | | HB 1457 2025 |
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---|
1818 | 1818 | | |
---|
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1823 | 1823 | | 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 |
---|
1824 | 1824 | | |
---|
1825 | 1825 | | |
---|
1826 | 1826 | | |
---|
1827 | 1827 | | (III) Removal of the board member who did not disclose a 1226 |
---|
1828 | 1828 | | known conflict of interest. 1227 |
---|
1829 | 1829 | | 2. The penalties for failure to disclose a conflict of 1228 |
---|
1830 | 1830 | | interest under sub-subparagraphs 1.a. and b. apply to any 1229 |
---|
1831 | 1831 | | contract entered into, regardless of the method of procurement, 1230 |
---|
1832 | 1832 | | including, but not limited to, formal procurement, single -source 1231 |
---|
1833 | 1833 | | contracts, and contracts that do not meet the minimum threshold 1232 |
---|
1834 | 1834 | | for formal procurement. 1233 |
---|
1835 | 1835 | | 3. A contract procur ed for which a conflict of interest 1234 |
---|
1836 | 1836 | | was not disclosed to the Department of Elderly Affairs before 1235 |
---|
1837 | 1837 | | execution of the contract must be reprocured. The Department of 1236 |
---|
1838 | 1838 | | Elderly Affairs shall recoup from the office of public guardian 1237 |
---|
1839 | 1839 | | expenses related to a contract that was executed without 1238 |
---|
1840 | 1840 | | disclosure of a conflict of interest. 1239 |
---|
1841 | 1841 | | Section 20. Subsection (5) of section 744.2103, Florida 1240 |
---|
1842 | 1842 | | Statutes, is amended to read: 1241 |
---|
1843 | 1843 | | 744.2103 Reports and standards. — 1242 |
---|
1844 | 1844 | | (5)(a) Each office of public guardian shall undergo an 1243 |
---|
1845 | 1845 | | independent audit by a qualified certified public accountant at 1244 |
---|
1846 | 1846 | | least annually, including all ward property under the control or 1245 |
---|
1847 | 1847 | | administration of the guardian. Upon receipt, once every 2 1246 |
---|
1848 | 1848 | | years. a copy of the audit report shall be submitted to the 1247 |
---|
1849 | 1849 | | Office of Public and Professional Guardians. 1248 |
---|
1850 | 1850 | | (b) If the public guardian is a corporate not for profit, 1249 |
---|
1851 | 1851 | | it shall submit a copy of its annual IRS Form 990 to the Office 1250 |
---|
1852 | 1852 | | |
---|
1853 | 1853 | | HB 1457 2025 |
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1854 | 1854 | | |
---|
1855 | 1855 | | |
---|
1856 | 1856 | | |
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1860 | 1860 | | 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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1861 | 1861 | | |
---|
1862 | 1862 | | |
---|
1863 | 1863 | | |
---|
1864 | 1864 | | of Public and Professional Guardians annually. 1251 |
---|
1865 | 1865 | | (c)(b) In addition to regular monitoring activities, th e 1252 |
---|
1866 | 1866 | | Office of Public and Professional Guardians shall conduct an 1253 |
---|
1867 | 1867 | | investigation into the practices of each office of public 1254 |
---|
1868 | 1868 | | guardian related to the managing of each ward's personal affairs 1255 |
---|
1869 | 1869 | | and property. If feasible, the investigation shall be conducted 1256 |
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1870 | 1870 | | in conjunction with the financial audit of each office of public 1257 |
---|
1871 | 1871 | | guardian under paragraph (a). 1258 |
---|
1872 | 1872 | | Section 21. Subsection (2) of section 744.2104, Florida 1259 |
---|
1873 | 1873 | | Statutes, is renumbered as subsection (4), and new subsections 1260 |
---|
1874 | 1874 | | (2) and (3) are added to that section, amend ed to read: 1261 |
---|
1875 | 1875 | | 744.2104 Access to records by the Office of Public and 1262 |
---|
1876 | 1876 | | Professional Guardians; confidentiality. — 1263 |
---|
1877 | 1877 | | (2) In conducting an investigation, the Office of Public 1264 |
---|
1878 | 1878 | | and Professional Guardians may issue subpoenas duces tecum to 1265 |
---|
1879 | 1879 | | financial institutions, insurance companies, the ward's 1266 |
---|
1880 | 1880 | | caregivers, any facility at which the ward is or has resided, 1267 |
---|
1881 | 1881 | | and the guardian to compel the production of records relevant to 1268 |
---|
1882 | 1882 | | the investigation conducted by the office. 1269 |
---|
1883 | 1883 | | (3) If there is substantial noncompliance with a subpoena 1270 |
---|
1884 | 1884 | | duces tecum issued by the office, the office may petition the 1271 |
---|
1885 | 1885 | | court in the county in which the person res ides or has or his 1272 |
---|
1886 | 1886 | | place of business for an order requiring the person to produce 1273 |
---|
1887 | 1887 | | such records as specified in the subpoena duces tecum. 1274 |
---|
1888 | 1888 | | Section 22. Subsection (1) of section 744.351, Florida 1275 |
---|
1889 | 1889 | | |
---|
1890 | 1890 | | HB 1457 2025 |
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1891 | 1891 | | |
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1892 | 1892 | | |
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1893 | 1893 | | |
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1894 | 1894 | | CODING: Words stricken are deletions; words underlined are additions. |
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1895 | 1895 | | hb1457-00 |
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1896 | 1896 | | Page 52 of 61 |
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1897 | 1897 | | 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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1898 | 1898 | | |
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1899 | 1899 | | |
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1900 | 1900 | | |
---|
1901 | 1901 | | Statutes, is amended to read: 1276 |
---|
1902 | 1902 | | 744.351 Bond of guardian. — 1277 |
---|
1903 | 1903 | | (1) Before exercising his or her authority as guardian, 1278 |
---|
1904 | 1904 | | every person appointed a guardian of the property of a ward in 1279 |
---|
1905 | 1905 | | this state shall file a bond with surety as prescribed in s. 1280 |
---|
1906 | 1906 | | 45.011 to be approved by the clerk. The bond shall be payable to 1281 |
---|
1907 | 1907 | | the Governor of the state and the Governor's successors in 1282 |
---|
1908 | 1908 | | office, conditioned on the faithful performance of all duties by 1283 |
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1909 | 1909 | | the guardian. In form the bond shall be joint and several. When 1284 |
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1910 | 1910 | | the petitioner or guardian presents compelling reasons, the 1285 |
---|
1911 | 1911 | | court may waive a bond or require the use of a designated 1286 |
---|
1912 | 1912 | | financial institution as defined in s. 655.005(1) , by entering a 1287 |
---|
1913 | 1913 | | written order detailing the compelling reasons relied on in 1288 |
---|
1914 | 1914 | | waiving the bond. 1289 |
---|
1915 | 1915 | | Section 23. Paragraph (b) of subsection (13) and paragraph 1290 |
---|
1916 | 1916 | | (d) of subsection (14) of section 744.361, Florida Statutes, are 1291 |
---|
1917 | 1917 | | amended to read: 1292 |
---|
1918 | 1918 | | 744.361 Powers and duties of guardian. — 1293 |
---|
1919 | 1919 | | (13) Recognizing that every individual has unique needs 1294 |
---|
1920 | 1920 | | and abilities, a guardian who is given authority over a ward's 1295 |
---|
1921 | 1921 | | person shall, as appr opriate under the circumstances: 1296 |
---|
1922 | 1922 | | (b) Allow the ward to maintain visitation or other contact 1297 |
---|
1923 | 1923 | | with his or her family and friends unless a court has: the 1298 |
---|
1924 | 1924 | | guardian believes that such contact may cause harm to the ward. 1299 |
---|
1925 | 1925 | | 1. Determined that such visitation or other contact is not 1300 |
---|
1926 | 1926 | | |
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1927 | 1927 | | HB 1457 2025 |
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1928 | 1928 | | |
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1929 | 1929 | | |
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1930 | 1930 | | |
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1931 | 1931 | | CODING: Words stricken are deletions; words underlined are additions. |
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1932 | 1932 | | hb1457-00 |
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1933 | 1933 | | Page 53 of 61 |
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1934 | 1934 | | 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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1935 | 1935 | | |
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1936 | 1936 | | |
---|
1937 | 1937 | | |
---|
1938 | 1938 | | in the best interests of the ward; or 1301 |
---|
1939 | 1939 | | 2. Placed reasonable limitations on such visitation or 1302 |
---|
1940 | 1940 | | other contact in a court order. 1303 |
---|
1941 | 1941 | | (14) A professional guardian must ensure that each of the 1304 |
---|
1942 | 1942 | | guardian's wards is personally visited by the g uardian or one of 1305 |
---|
1943 | 1943 | | the guardian's professional staff at least once each calendar 1306 |
---|
1944 | 1944 | | quarter. During the personal visit, the guardian or the 1307 |
---|
1945 | 1945 | | guardian's professional staff person shall assess: 1308 |
---|
1946 | 1946 | | (d) The nature and extent of visitation or other contact 1309 |
---|
1947 | 1947 | | and communication with the ward's family and friends. 1310 |
---|
1948 | 1948 | | 1311 |
---|
1949 | 1949 | | This subsection does not apply to a professional guardian who 1312 |
---|
1950 | 1950 | | has been appointed only as guardian of the property. 1313 |
---|
1951 | 1951 | | Section 24. Subsection (4) of section 744.3701, Florida 1314 |
---|
1952 | 1952 | | Statutes, is amended to read: 1315 |
---|
1953 | 1953 | | 744.3701 Confidentiality. — 1316 |
---|
1954 | 1954 | | (4) The clerk may disclose confidential information to the 1317 |
---|
1955 | 1955 | | Department of Children and Families , the Department of Elderly 1318 |
---|
1956 | 1956 | | Affairs, or law enforcement agencies for other purposes as 1319 |
---|
1957 | 1957 | | provided by court order. 1320 |
---|
1958 | 1958 | | Section 25. Subsection (12) of section 744.441, Florida 1321 |
---|
1959 | 1959 | | Statutes, is amended to read: 1322 |
---|
1960 | 1960 | | 744.441 Powers of guardian upon court approval. —After 1323 |
---|
1961 | 1961 | | obtaining approval of the court pursuant to a petition for 1324 |
---|
1962 | 1962 | | authorization to act, a plenary guardian of the property, or a 1325 |
---|
1963 | 1963 | | |
---|
1964 | 1964 | | HB 1457 2025 |
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1965 | 1965 | | |
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1966 | 1966 | | |
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1967 | 1967 | | |
---|
1968 | 1968 | | CODING: Words stricken are deletions; words underlined are additions. |
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1969 | 1969 | | hb1457-00 |
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1970 | 1970 | | Page 54 of 61 |
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1971 | 1971 | | 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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1972 | 1972 | | |
---|
1973 | 1973 | | |
---|
1974 | 1974 | | |
---|
1975 | 1975 | | limited guardian of the property within the powers granted by 1326 |
---|
1976 | 1976 | | the order appointing the guardian or an approved annual or 1327 |
---|
1977 | 1977 | | amended guardianship report, may do all of the following: 1328 |
---|
1978 | 1978 | | (12) Sell, mortgage, or lease any real or personal 1329 |
---|
1979 | 1979 | | property of the estate, includi ng homestead property, or any 1330 |
---|
1980 | 1980 | | interest therein for cash or credit, or for part cash and part 1331 |
---|
1981 | 1981 | | credit, and with or without security for unpaid balances if the 1332 |
---|
1982 | 1982 | | filed petition includes all details of the sale, including, at a 1333 |
---|
1983 | 1983 | | minimum, the identity of the real estate agent, the company for 1334 |
---|
1984 | 1984 | | which the agent is employed and to be used to sell the property, 1335 |
---|
1985 | 1985 | | whether there is any relationship between the guardian and the 1336 |
---|
1986 | 1986 | | company and, if so, the nature of that relationship and whether 1337 |
---|
1987 | 1987 | | the guardian will benefit from usi ng that real estate agent or 1338 |
---|
1988 | 1988 | | company identified within the petition . 1339 |
---|
1989 | 1989 | | Section 26. Section 744.448, Florida Statutes, is created 1340 |
---|
1990 | 1990 | | to read: 1341 |
---|
1991 | 1991 | | 744.448 Real property transactions. - 1342 |
---|
1992 | 1992 | | (1) Notwithstanding any other provision of law to the 1343 |
---|
1993 | 1993 | | contrary, a written, certified appraisal of the ward's real 1344 |
---|
1994 | 1994 | | property must be completed before filing the petition for 1345 |
---|
1995 | 1995 | | authorization to act. The appraisal must be completed by 1346 |
---|
1996 | 1996 | | appraiser who has an active registration, license, or 1347 |
---|
1997 | 1997 | | certification pursuant to part II, chapter 475. The appraisal 1348 |
---|
1998 | 1998 | | must determine the fair market value the ward's real property 1349 |
---|
1999 | 1999 | | and certified no longer than 90 days before filing the petition 1350 |
---|
2000 | 2000 | | |
---|
2001 | 2001 | | HB 1457 2025 |
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2002 | 2002 | | |
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2003 | 2003 | | |
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2004 | 2004 | | |
---|
2005 | 2005 | | CODING: Words stricken are deletions; words underlined are additions. |
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2006 | 2006 | | hb1457-00 |
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2007 | 2007 | | Page 55 of 61 |
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2008 | 2008 | | 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 |
---|
2009 | 2009 | | |
---|
2010 | 2010 | | |
---|
2011 | 2011 | | |
---|
2012 | 2012 | | for authorization to act. 1351 |
---|
2013 | 2013 | | (2) The guardian shall make every effort to market the 1352 |
---|
2014 | 2014 | | property effectively, which inclu des, but is not limited to, 1353 |
---|
2015 | 2015 | | employing a qualified real estate agent or broker to market the 1354 |
---|
2016 | 2016 | | property appropriately in order to obtain the highest sale 1355 |
---|
2017 | 2017 | | price. 1356 |
---|
2018 | 2018 | | (a) Unless there is a compelling reason not to, all real 1357 |
---|
2019 | 2019 | | property marketed for sale shall be pla ced on the multiple-1358 |
---|
2020 | 2020 | | listing service (MLS) for a reasonable amount of time. 1359 |
---|
2021 | 2021 | | (b) If real property is not sold by using the MLS, the 1360 |
---|
2022 | 2022 | | guardian shall maintain detailed records supporting the 1361 |
---|
2023 | 2023 | | compelling reasons the MLS was not used, for inspection by the 1362 |
---|
2024 | 2024 | | court or the Office of Public and Professional Guardians. 1363 |
---|
2025 | 2025 | | (3) In addition to the requirements in s. 744.447., the 1364 |
---|
2026 | 2026 | | petition for authorization to act must be verified by the 1365 |
---|
2027 | 2027 | | guardian and include: 1366 |
---|
2028 | 2028 | | (a) How the proceeds from the sale will be used for the 1367 |
---|
2029 | 2029 | | benefit the ward, as provided for under the terms of the 1368 |
---|
2030 | 2030 | | guardianship plan or by law; 1369 |
---|
2031 | 2031 | | (b) A full disclosure of any financial interest, direct or 1370 |
---|
2032 | 2032 | | indirect, related to the sale or the proposed use of the 1371 |
---|
2033 | 2033 | | proceeds of the sale by the guardian or the guardian's fami ly 1372 |
---|
2034 | 2034 | | member, business partner, employer, employee, member of the 1373 |
---|
2035 | 2035 | | board of a corporate professional guardian, attorney, agent, or 1374 |
---|
2036 | 2036 | | any corporation or trust in which the guardian or a family 1375 |
---|
2037 | 2037 | | |
---|
2038 | 2038 | | HB 1457 2025 |
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2039 | 2039 | | |
---|
2040 | 2040 | | |
---|
2041 | 2041 | | |
---|
2042 | 2042 | | CODING: Words stricken are deletions; words underlined are additions. |
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2043 | 2043 | | hb1457-00 |
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2044 | 2044 | | Page 56 of 61 |
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2045 | 2045 | | 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 |
---|
2046 | 2046 | | |
---|
2047 | 2047 | | |
---|
2048 | 2048 | | |
---|
2049 | 2049 | | member of the guardian has a beneficial interest in the 1376 |
---|
2050 | 2050 | | transaction. 1377 |
---|
2051 | 2051 | | (c) Documentation of any conflicts of interest, actual or 1378 |
---|
2052 | 2052 | | perceived, related to the sale or the proposed use of the 1379 |
---|
2053 | 2053 | | proceeds of the sale by the guardian or the guardian's family 1380 |
---|
2054 | 2054 | | member, business partner, employer, employee, member of the 1381 |
---|
2055 | 2055 | | board of a corporate professional guardian, attorney, agent, or 1382 |
---|
2056 | 2056 | | any corporation or trust in which the guardian or a family 1383 |
---|
2057 | 2057 | | member of the guardian has a beneficial interest in the 1384 |
---|
2058 | 2058 | | transaction. 1385 |
---|
2059 | 2059 | | (d) Notice of the petition for authorization to act must 1386 |
---|
2060 | 2060 | | be given to the ward, to the next of kin, if any, and to those 1387 |
---|
2061 | 2061 | | persons who have filed requests for notices and copies of 1388 |
---|
2062 | 2062 | | pleadings and provide 20 days to file objections to the sale. 1389 |
---|
2063 | 2063 | | (e) Provide the compelling reasons the MLS was not used, 1390 |
---|
2064 | 2064 | | if applicable. 1391 |
---|
2065 | 2065 | | (4) The guardian sh all maintain detailed records of all 1392 |
---|
2066 | 2066 | | negotiations, offers, and communications related to the sale of 1393 |
---|
2067 | 2067 | | the real property, along with copies of all documents for a 1394 |
---|
2068 | 2068 | | period of 5 years after her or his discharge, notwithstanding 1395 |
---|
2069 | 2069 | | any other provision of law to the contrary. The records must be 1396 |
---|
2070 | 2070 | | made available for inspection and review by the Office of Public 1397 |
---|
2071 | 2071 | | and Professional Guardians and the court. 1398 |
---|
2072 | 2072 | | (5) In the annual accounting following the sale of the 1399 |
---|
2073 | 2073 | | real property, the guardian must include the: 1400 |
---|
2074 | 2074 | | |
---|
2075 | 2075 | | HB 1457 2025 |
---|
2076 | 2076 | | |
---|
2077 | 2077 | | |
---|
2078 | 2078 | | |
---|
2079 | 2079 | | CODING: Words stricken are deletions; words underlined are additions. |
---|
2080 | 2080 | | hb1457-00 |
---|
2081 | 2081 | | Page 57 of 61 |
---|
2082 | 2082 | | 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 |
---|
2083 | 2083 | | |
---|
2084 | 2084 | | |
---|
2085 | 2085 | | |
---|
2086 | 2086 | | (a) The executed sales contract. 1401 |
---|
2087 | 2087 | | (b) The closing statement. 1402 |
---|
2088 | 2088 | | (c) Evidence of how the proceeds have been used to date. 1403 |
---|
2089 | 2089 | | Section 27. Subsection (12) of section 400.0060, Florida 1404 |
---|
2090 | 2090 | | Statutes, is amended to read: 1405 |
---|
2091 | 2091 | | 400.0060 Definitions. —When used in this part, unless the 1406 |
---|
2092 | 2092 | | context clearly dictates otherwise, the term: 1407 |
---|
2093 | 2093 | | (12) "State council" means the State Long -Term Care 1408 |
---|
2094 | 2094 | | Ombudsman Council created by s. 400.0067. 1409 |
---|
2095 | 2095 | | Section 28. Paragraph (h) of subsection (2) of section 1410 |
---|
2096 | 2096 | | 400.0065, Florida Statutes, is amended to read: 1411 |
---|
2097 | 2097 | | 400.0065 State Long-Term Care Ombudsman Program; duties 1412 |
---|
2098 | 2098 | | and responsibilities. — 1413 |
---|
2099 | 2099 | | (2) The State Long-Term Care Ombudsman has the duty and 1414 |
---|
2100 | 2100 | | authority to: 1415 |
---|
2101 | 2101 | | (h) Prepare an annual report describing the activities 1416 |
---|
2102 | 2102 | | carried out by the office, the state council, the districts, and 1417 |
---|
2103 | 2103 | | the local councils in the year for which the report is prepared. 1418 |
---|
2104 | 2104 | | The state ombudsman shall submit the report to the secretary, 1419 |
---|
2105 | 2105 | | the United States Assistant Secretary for Aging, the Governor, 1420 |
---|
2106 | 2106 | | the President of the Senate, the Speaker of the Ho use of 1421 |
---|
2107 | 2107 | | Representatives, the Secretary of Children and Families, and the 1422 |
---|
2108 | 2108 | | Secretary of the Agency for Health Care Administration at least 1423 |
---|
2109 | 2109 | | 30 days before the convening of the regular session of the 1424 |
---|
2110 | 2110 | | Legislature. The report must, at a minimum: 1425 |
---|
2111 | 2111 | | |
---|
2112 | 2112 | | HB 1457 2025 |
---|
2113 | 2113 | | |
---|
2114 | 2114 | | |
---|
2115 | 2115 | | |
---|
2116 | 2116 | | CODING: Words stricken are deletions; words underlined are additions. |
---|
2117 | 2117 | | hb1457-00 |
---|
2118 | 2118 | | Page 58 of 61 |
---|
2119 | 2119 | | 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 |
---|
2120 | 2120 | | |
---|
2121 | 2121 | | |
---|
2122 | 2122 | | |
---|
2123 | 2123 | | 1. Contain and analyze data collected concerning 1426 |
---|
2124 | 2124 | | complaints about and conditions in long -term care facilities and 1427 |
---|
2125 | 2125 | | the disposition of such complaints. 1428 |
---|
2126 | 2126 | | 2. Evaluate the problems experienced by residents. 1429 |
---|
2127 | 2127 | | 3. Analyze the successes of the State Long -Term Care 1430 |
---|
2128 | 2128 | | Ombudsman Program during the preceding year, including an 1431 |
---|
2129 | 2129 | | assessment of how successfully the program has carried out its 1432 |
---|
2130 | 2130 | | responsibilities under the Older Americans Act. 1433 |
---|
2131 | 2131 | | 4. Provide recommendations for policy, regulatory, and 1434 |
---|
2132 | 2132 | | statutory changes designed to solve identif ied problems; resolve 1435 |
---|
2133 | 2133 | | residents' complaints; improve residents' lives and quality of 1436 |
---|
2134 | 2134 | | care; protect residents' rights, health, safety, and welfare; 1437 |
---|
2135 | 2135 | | and remove any barriers to the optimal operation of the State 1438 |
---|
2136 | 2136 | | Long-Term Care Ombudsman Program. 1439 |
---|
2137 | 2137 | | 5. Contain recommendations from the State Long -Term Care 1440 |
---|
2138 | 2138 | | Ombudsman Council regarding program functions and activities and 1441 |
---|
2139 | 2139 | | recommendations for policy, regulatory, and statutory changes 1442 |
---|
2140 | 2140 | | designed to protect residents' rights, health, safety, and 1443 |
---|
2141 | 2141 | | welfare. 1444 |
---|
2142 | 2142 | | 6. Contain any relevant recommendations from the 1445 |
---|
2143 | 2143 | | representatives of the State Long -Term Care Ombudsman Program 1446 |
---|
2144 | 2144 | | regarding program functions and activities. 1447 |
---|
2145 | 2145 | | Section 29. Subsection (2) of section 400.0073, Florida 1448 |
---|
2146 | 2146 | | Statutes, is amended to read: 1449 |
---|
2147 | 2147 | | 400.0073 State and loc al ombudsman council 1450 |
---|
2148 | 2148 | | |
---|
2149 | 2149 | | HB 1457 2025 |
---|
2150 | 2150 | | |
---|
2151 | 2151 | | |
---|
2152 | 2152 | | |
---|
2153 | 2153 | | CODING: Words stricken are deletions; words underlined are additions. |
---|
2154 | 2154 | | hb1457-00 |
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2155 | 2155 | | Page 59 of 61 |
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2156 | 2156 | | 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 |
---|
2157 | 2157 | | |
---|
2158 | 2158 | | |
---|
2159 | 2159 | | |
---|
2160 | 2160 | | investigations.— 1451 |
---|
2161 | 2161 | | (2) Subsequent to an appeal from a local council, the 1452 |
---|
2162 | 2162 | | state council may investigate any complaint received by the 1453 |
---|
2163 | 2163 | | local council involving a long -term care facility or a resident. 1454 |
---|
2164 | 2164 | | Section 30. Paragraph (a) of subs ection (1) and paragraph 1455 |
---|
2165 | 2165 | | (a) of subsection (2) of section 400.0075, Florida Statutes, are 1456 |
---|
2166 | 2166 | | amended to read: 1457 |
---|
2167 | 2167 | | 400.0075 Complaint notification and resolution 1458 |
---|
2168 | 2168 | | procedures.— 1459 |
---|
2169 | 2169 | | (1)(a) Any complaint verified by a representative of the 1460 |
---|
2170 | 2170 | | State Long-Term Care Ombudsman Program as a result of an 1461 |
---|
2171 | 2171 | | investigation which is determined by the local council to 1462 |
---|
2172 | 2172 | | require remedial action may be identified and brought to the 1463 |
---|
2173 | 2173 | | attention of the long -term care facility administrator subject 1464 |
---|
2174 | 2174 | | to the confidentiality provisions of s. 400.0 077. Upon receipt 1465 |
---|
2175 | 2175 | | of the information, the administrator, with the concurrence of 1466 |
---|
2176 | 2176 | | the representative of the State Long -Term Care Ombudsman 1467 |
---|
2177 | 2177 | | Program, shall establish target dates for taking appropriate 1468 |
---|
2178 | 2178 | | remedial action. If, by the target date, the remedial act ion is 1469 |
---|
2179 | 2179 | | not completed or forthcoming, the representative of the State 1470 |
---|
2180 | 2180 | | Long-Term Care Ombudsman Program may extend the target date if 1471 |
---|
2181 | 2181 | | there is reason to believe such action would facilitate the 1472 |
---|
2182 | 2182 | | resolution of the complaint, or the representative of the State 1473 |
---|
2183 | 2183 | | Long-Term Care Ombudsman Program may refer the complaint to the 1474 |
---|
2184 | 2184 | | district manager, who may refer the complaint to the state 1475 |
---|
2185 | 2185 | | |
---|
2186 | 2186 | | HB 1457 2025 |
---|
2187 | 2187 | | |
---|
2188 | 2188 | | |
---|
2189 | 2189 | | |
---|
2190 | 2190 | | CODING: Words stricken are deletions; words underlined are additions. |
---|
2191 | 2191 | | hb1457-00 |
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2192 | 2192 | | Page 60 of 61 |
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2193 | 2193 | | 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 |
---|
2194 | 2194 | | |
---|
2195 | 2195 | | |
---|
2196 | 2196 | | |
---|
2197 | 2197 | | council. 1476 |
---|
2198 | 2198 | | (2) Upon referral from a district or local council, the 1477 |
---|
2199 | 2199 | | state ombudsman or his or her designee shall assume the 1478 |
---|
2200 | 2200 | | responsibility for the disposition of the complaint. If a long -1479 |
---|
2201 | 2201 | | term care facility fails to take action to resolve or remedy the 1480 |
---|
2202 | 2202 | | complaint, the state ombudsman may: 1481 |
---|
2203 | 2203 | | (a) In accordance with s. 400.0077, publicize the 1482 |
---|
2204 | 2204 | | complaint, the recommendations of the lo cal or state council, 1483 |
---|
2205 | 2205 | | and the response of the long -term care facility. 1484 |
---|
2206 | 2206 | | Section 31. Subsection (2) of section 400.0087, Florida 1485 |
---|
2207 | 2207 | | Statutes, is amended to read: 1486 |
---|
2208 | 2208 | | 400.0087 Department oversight; funding. — 1487 |
---|
2209 | 2209 | | (2) The department shall monitor the State Long-Term Care 1488 |
---|
2210 | 2210 | | Ombudsman Program, the state council, and the local councils to 1489 |
---|
2211 | 2211 | | ensure that each is carrying out the duties delegated to it by 1490 |
---|
2212 | 2212 | | state and federal law. 1491 |
---|
2213 | 2213 | | Section 32. Section 430.504, Florida Statutes, is amended 1492 |
---|
2214 | 2214 | | to read: 1493 |
---|
2215 | 2215 | | 430.504 Confidentiality o f information.—Information about 1494 |
---|
2216 | 2216 | | clients of programs created or funded under s. 430.501 or s. 1495 |
---|
2217 | 2217 | | 430.503 which is received through files, reports, inspections, 1496 |
---|
2218 | 2218 | | or otherwise, by the department or by authorized departmental 1497 |
---|
2219 | 2219 | | employees, by persons who volunteer s ervices, or by persons who 1498 |
---|
2220 | 2220 | | provide services to clients of programs created or funded under 1499 |
---|
2221 | 2221 | | s. 430.501 or s. 430.503 through contracts with the department 1500 |
---|
2222 | 2222 | | |
---|
2223 | 2223 | | HB 1457 2025 |
---|
2224 | 2224 | | |
---|
2225 | 2225 | | |
---|
2226 | 2226 | | |
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2227 | 2227 | | CODING: Words stricken are deletions; words underlined are additions. |
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2228 | 2228 | | hb1457-00 |
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2229 | 2229 | | Page 61 of 61 |
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2230 | 2230 | | 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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2231 | 2231 | | |
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2232 | 2232 | | |
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2233 | 2233 | | |
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2234 | 2234 | | is confidential and exempt from the provisions of s. 119.07(1). 1501 |
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2235 | 2235 | | Such information may not be disclosed publicly in such a manner 1502 |
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2236 | 2236 | | as to identify a person who receives services under s. 430.501 1503 |
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2237 | 2237 | | or s. 430.503, unless that person or that person's legal 1504 |
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2238 | 2238 | | guardian provides written consent. 1505 |
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2239 | 2239 | | Section 33. This act shall take effect July 1, 2025. 1506 |
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