Florida Senate - 2013                                    SB 1212
       
       
       
       By Senator Soto
       
       
       
       
       14-00829-13                                           20131212__
    1                        A bill to be entitled                      
    2         An act relating to the state ombudsman program;
    3         amending s. 400.0060, F.S.; revising and providing
    4         definitions; amending s. 400.0061, F.S.; revising
    5         legislative intent with respect to citizen ombudsmen;
    6         deleting references to ombudsman councils and
    7         transferring their responsibilities to representatives
    8         of the Office of State Long-Term Care Ombudsman;
    9         amending s. 400.0063, F.S.; revising duties of the
   10         office; amending s. 400.0065, F.S.; reorganizing local
   11         ombudsman councils; establishing districts; requiring
   12         the state ombudsman to submit an annual report to the
   13         Governor, the Legislature, and specified agencies and
   14         entities; amending s. 400.0067, F.S.; providing duties
   15         of the State Long-Term Care Ombudsman Advisory
   16         Council; providing for membership, terms, and
   17         meetings; amending s. 400.0069, F.S.; requiring the
   18         state ombudsman to designate and direct program
   19         districts; providing duties of representatives of the
   20         office in the districts; authorizing a representative
   21         of the office to enter a facility without notice and
   22         without a warrant; providing for appointment and
   23         qualifications of district ombudsmen; prohibiting
   24         certain individuals from serving as ombudsmen;
   25         amending s. 400.0070, F.S.; providing conditions under
   26         which a representative of the office could be found to
   27         have a conflict of interest; amending s. 400.0071,
   28         F.S.; requiring the Department of Elderly Affairs to
   29         consult with the state ombudsman before adopting rules
   30         pertaining to complaint resolution; amending s.
   31         400.0073, F.S.; providing procedures for investigation
   32         of complaints; amending s. 400.0074, F.S.; revising
   33         procedures for conducting onsite administrative
   34         assessments; authorizing the department to adopt
   35         rules; amending s. 400.0075, F.S.; revising complaint
   36         notification and resolution procedures; amending s.
   37         400.0078, F.S.; providing for a resident or
   38         representative of a resident to receive additional
   39         information regarding resident rights; amending s.
   40         400.0079, F.S.; providing immunity from liability for
   41         a representative of the office under certain
   42         circumstances; amending s. 400.0081, F.S.; requiring
   43         long-term care facilities to provide representatives
   44         of the office with access to facilities, residents,
   45         and records for certain purposes; amending s.
   46         400.0083, F.S.; conforming provisions to changes made
   47         by the act; amending s. 400.0087, F.S.; providing for
   48         the office to coordinate ombudsman services with
   49         Disability Rights Florida; amending s. 400.0089, F.S.;
   50         conforming provisions to changes made by the act;
   51         amending s. 400.0091, F.S.; revising training
   52         requirements for representatives of the office and
   53         ombudsmen; amending ss. 20.41, 400.021, 400.022,
   54         400.0255, 400.1413, 400.162, 400.19, 400.191, 400.23,
   55         400.235, 415.1034, 415.104, 415.1055, 415.106,
   56         415.107, 429.02, 429.07, 429.19, 429.26, 429.28,
   57         429.34, 429.35, 429.85, and 744.444, F.S.; conforming
   58         provisions to changes made by the act; providing an
   59         effective date.
   60  
   61  Be It Enacted by the Legislature of the State of Florida:
   62  
   63         Section 1. Section 400.0060, Florida Statutes, is amended
   64  to read:
   65         400.0060 Definitions.—When used in this part, unless the
   66  context clearly dictates otherwise, the term:
   67         (1) “Administrative assessment” means a review of
   68  conditions in a long-term care facility which impact the rights,
   69  health, safety, and welfare of residents with the purpose of
   70  noting needed improvement and making recommendations to enhance
   71  the quality of life for residents.
   72         (2) “Agency” means the Agency for Health Care
   73  Administration.
   74         (3) “Department” means the Department of Elderly Affairs.
   75         (4) “District” means a geographical area designated by the
   76  state ombudsman in which individuals certified as ombudsmen
   77  carry out the duties of the state ombudsman program. “Local
   78  council” means a local long-term care ombudsman council
   79  designated by the ombudsman pursuant to s. 400.0069. Local
   80  councils are also known as district long-term care ombudsman
   81  councils or district councils.
   82         (5) “Long-term care facility” means a nursing home
   83  facility, assisted living facility, adult family-care home,
   84  board and care facility, facility where continuing long-term
   85  care is provided, or any other similar residential adult care
   86  facility.
   87         (6) “Office” means the Office of State Long-Term Care
   88  Ombudsman created by s. 400.0063.
   89         (7) “Ombudsman” means an individual who has been certified
   90  by the state ombudsman as meeting the requirements of ss.
   91  400.0069, 400.0070, and 400.0091 the individual appointed by the
   92  Secretary of Elderly Affairs to head the Office of State Long
   93  Term Care Ombudsman.
   94         (8) “Representative of the office” means the state
   95  ombudsman, employees of the office, and individuals certified as
   96  ombudsmen.
   97         (9)(8) “Resident” means an individual 60 years of age or
   98  older who resides in a long-term care facility.
   99         (10)(9) “Secretary” means the Secretary of Elderly Affairs.
  100         (11)(10) “State council” means the State Long-Term Care
  101  Ombudsman Advisory Council created by s. 400.0067.
  102         (12) “State ombudsman” means the individual appointed by
  103  the Secretary of Elderly Affairs to head the Office of State
  104  Long-Term Care Ombudsman.
  105         (13) “State ombudsman program” means the program operating
  106  under the direction of the office.
  107         Section 2. Section 400.0061, Florida Statutes, is amended
  108  to read:
  109         400.0061 Legislative findings and intent; long-term care
  110  facilities.—
  111         (1) The Legislature finds that conditions in long-term care
  112  facilities in this state are such that the rights, health,
  113  safety, and welfare of residents are not fully ensured by rules
  114  of the Department of Elderly Affairs or the Agency for Health
  115  Care Administration or by the good faith of owners or operators
  116  of long-term care facilities. Furthermore, there is a need for a
  117  formal mechanism whereby a long-term care facility resident, a
  118  representative of a long-term care facility resident, or any
  119  other concerned citizen may make a complaint against the
  120  facility or its employees, or against other persons who are in a
  121  position to restrict, interfere with, or threaten the rights,
  122  health, safety, or welfare of a long-term care facility
  123  resident. The Legislature finds that concerned citizens are
  124  often more effective advocates for the rights of others than
  125  governmental agencies. The Legislature further finds that in
  126  order to be eligible to receive an allotment of funds authorized
  127  and appropriated under the federal Older Americans Act, the
  128  state must establish and operate an Office of State Long-Term
  129  Care Ombudsman, to be headed by the state Long-Term Care
  130  ombudsman, and carry out a state long-term care ombudsman
  131  program.
  132         (2) It is the intent of the Legislature, therefore, to
  133  utilize voluntary citizen ombudsmen ombudsman councils under the
  134  leadership of the state ombudsman, and, through them, to operate
  135  a state an ombudsman program, which shall, without interference
  136  by any executive agency, undertake to discover, investigate, and
  137  determine the presence of conditions or individuals that which
  138  constitute a threat to the rights, health, safety, or welfare of
  139  the residents of long-term care facilities. To ensure that the
  140  effectiveness and efficiency of such investigations are not
  141  impeded by advance notice or delay, the Legislature intends that
  142  representatives of the office the ombudsman and ombudsman
  143  councils and their designated representatives not be required to
  144  obtain warrants in order to enter into or conduct investigations
  145  or onsite administrative assessments of long-term care
  146  facilities. It is the further intent of the Legislature that the
  147  environment in long-term care facilities be conducive to the
  148  dignity and independence of residents and that investigations by
  149  representatives of the office ombudsman councils shall further
  150  the enforcement of laws, rules, and regulations that safeguard
  151  the health, safety, and welfare of residents.
  152         Section 3. Section 400.0063, Florida Statutes, is amended
  153  to read:
  154         400.0063 Establishment of Office of State Long-Term Care
  155  Ombudsman; designation of ombudsman and legal advocate.—
  156         (1) There is created an Office of State Long-Term Care
  157  Ombudsman in the Department of Elderly Affairs.
  158         (2)(a) The Office of State Long-Term Care Ombudsman shall
  159  be headed by the state Long-Term Care ombudsman, who shall serve
  160  on a full-time basis and shall personally, or through
  161  representatives of the office, carry out the purposes and
  162  functions of the state ombudsman program office in accordance
  163  with state and federal law.
  164         (b) The state ombudsman shall be appointed by and shall
  165  serve at the pleasure of the Secretary of Elderly Affairs. The
  166  secretary shall appoint a person who has expertise and
  167  experience in the fields of long-term care and advocacy to serve
  168  as state ombudsman.
  169         (3)(a) There is created in the office the position of legal
  170  advocate, who shall be selected by and serve at the pleasure of
  171  the state ombudsman and shall be a member in good standing of
  172  The Florida Bar.
  173         (b) The duties of the legal advocate shall include, but not
  174  be limited to:
  175         1. Assisting the state ombudsman in carrying out the duties
  176  of the office with respect to the abuse, neglect, exploitation,
  177  or violation of rights of residents of long-term care
  178  facilities.
  179         2. Assisting the state council and representatives of the
  180  office local councils in carrying out their responsibilities
  181  under this part.
  182         3. Pursuing administrative, legal, and other appropriate
  183  remedies on behalf of residents.
  184         4. Serving as legal counsel to the state council and
  185  representatives of the office local councils, or individual
  186  members thereof, against whom any suit or other legal action is
  187  initiated in connection with the performance of the official
  188  duties of the state ombudsman program councils or an individual
  189  member.
  190         Section 4. Section 400.0065, Florida Statutes, is amended
  191  to read:
  192         400.0065 Office of State Long-Term Care Ombudsman; duties
  193  and responsibilities.—
  194         (1) The purpose of the Office of State Long-Term Care
  195  Ombudsman shall be to:
  196         (a) Identify, investigate, and resolve complaints made by
  197  or on behalf of residents of long-term care facilities relating
  198  to actions or omissions by providers or representatives of
  199  providers of long-term care services, other public or private
  200  agencies, guardians, or representative payees that may adversely
  201  affect the health, safety, welfare, or rights of the residents.
  202         (b) Provide services that assist in protecting the health,
  203  safety, welfare, and rights of residents.
  204         (c) Inform residents, their representatives, and other
  205  citizens about obtaining the services of the state Long-Term
  206  Care ombudsman program and its representatives.
  207         (d) Ensure that residents have regular and timely access to
  208  the services provided through the office and that residents and
  209  complainants receive timely responses from representatives of
  210  the office to their complaints.
  211         (e) Represent the interests of residents before
  212  governmental agencies and seek administrative, legal, and other
  213  remedies to protect the health, safety, welfare, and rights of
  214  the residents.
  215         (f) Administer the state council and local councils.
  216         (g) Analyze, comment on, and monitor the development and
  217  implementation of federal, state, and local laws, rules, and
  218  regulations, and other governmental policies and actions, that
  219  pertain to the health, safety, welfare, and rights of the
  220  residents, with respect to the adequacy of long-term care
  221  facilities and services in the state, and recommend any changes
  222  in such laws, rules, regulations, policies, and actions as the
  223  office determines to be appropriate and necessary.
  224         (h) Provide technical support for the development of
  225  resident and family councils to protect the well-being and
  226  rights of residents.
  227         (2) The state Long-Term Care ombudsman shall have the duty
  228  and authority to:
  229         (a) Establish and coordinate districts local councils
  230  throughout the state.
  231         (b) Perform the duties specified in state and federal law,
  232  rules, and regulations.
  233         (c) Within the limits of appropriated federal and state
  234  funding, employ such personnel as are necessary to perform
  235  adequately the functions of the office and provide or contract
  236  for legal services to assist the state council and
  237  representatives of the office local councils in the performance
  238  of their duties. Staff positions established for the purpose of
  239  coordinating the activities of each local council and assisting
  240  its members may be filled by the ombudsman after approval by the
  241  secretary. Notwithstanding any other provision of this part,
  242  upon certification by the ombudsman that the staff member hired
  243  to fill any such position has completed the initial training
  244  required under s. 400.0091, such person shall be considered a
  245  representative of the State Long-Term Care Ombudsman Program for
  246  purposes of this part.
  247         (d) Contract for services necessary to carry out the
  248  activities of the office.
  249         (e) Apply for, receive, and accept grants, gifts, or other
  250  payments, including, but not limited to, real property, personal
  251  property, and services from a governmental entity or other
  252  public or private entity or person, and make arrangements for
  253  the use of such grants, gifts, or payments.
  254         (f) Coordinate, to the greatest extent possible, state and
  255  local ombudsman services with the protection and advocacy
  256  systems for individuals with developmental disabilities and
  257  mental illnesses and with legal assistance programs for the poor
  258  through adoption of memoranda of understanding and other means.
  259         (g) Enter into a cooperative agreement with the Statewide
  260  Advocacy Council for the purpose of coordinating and avoiding
  261  duplication of advocacy services provided to residents.
  262         (g)(h) Enter into a cooperative agreement with the Medicaid
  263  Fraud Division as prescribed under s. 731(e)(2)(B) of the Older
  264  Americans Act.
  265         (h)(i) Prepare an annual report describing the activities
  266  carried out by the office, the state council, and the districts
  267  local councils in the year for which the report is prepared. The
  268  state ombudsman shall submit the report to the secretary, the
  269  United States Assistant Secretary for Aging, the Governor, the
  270  President of the Senate, the Speaker of the House of
  271  Representatives, the Secretary of Children and Families, and the
  272  Secretary of Health Care Administration at least 30 days before
  273  the convening of the regular session of the Legislature. The
  274  secretary shall in turn submit the report to the United States
  275  Assistant Secretary for Aging, the Governor, the President of
  276  the Senate, the Speaker of the House of Representatives, the
  277  Secretary of Children and Family Services, and the Secretary of
  278  Health Care Administration. The report shall, at a minimum:
  279         1. Contain and analyze data collected concerning complaints
  280  about and conditions in long-term care facilities and the
  281  disposition of such complaints.
  282         2. Evaluate the problems experienced by residents.
  283         3. Analyze the successes of the state ombudsman program
  284  during the preceding year, including an assessment of how
  285  successfully the office program has carried out its
  286  responsibilities under the Older Americans Act.
  287         4. Provide recommendations for policy, regulatory, and
  288  statutory changes designed to solve identified problems; resolve
  289  residents’ complaints; improve residents’ lives and quality of
  290  care; protect residents’ rights, health, safety, and welfare;
  291  and remove any barriers to the optimal operation of the state
  292  Long-Term Care ombudsman program.
  293         5. Contain recommendations from the state Long-Term Care
  294  Ombudsman council regarding program functions and activities and
  295  recommendations for policy, regulatory, and statutory changes
  296  designed to protect residents’ rights, health, safety, and
  297  welfare.
  298         6. Contain any relevant recommendations from
  299  representatives of the office the local councils regarding
  300  program functions and activities.
  301         Section 5. Section 400.0067, Florida Statutes, is amended
  302  to read:
  303         400.0067 State Long-Term Care Ombudsman Advisory Council;
  304  duties; membership.—
  305         (1) There is created, within the Office of State Long-Term
  306  Care Ombudsman, the State Long-Term Care Ombudsman Advisory
  307  Council.
  308         (2) The state Long-Term Care Ombudsman council shall:
  309         (a) Serve as an advisory body to assist the state ombudsman
  310  in developing strategies for recruitment, recognition, and
  311  retention of ombudsmen reaching a consensus among local councils
  312  on issues affecting residents and impacting the optimal
  313  operation of the program.
  314         (b) Assist the state ombudsman in developing long-range
  315  strategies and goals for the state ombudsman program. Serve as
  316  an appellate body in receiving from the local councils
  317  complaints not resolved at the local level. Any individual
  318  member or members of the state council may enter any long-term
  319  care facility involved in an appeal, pursuant to the conditions
  320  specified in s. 400.0074(2).
  321         (c) Assist the state ombudsman by analyzing and commenting
  322  on the development and implementation of laws, rules, and
  323  regulations impacting the health, safety, welfare, and rights of
  324  residents to discover, investigate, and determine the existence
  325  of abuse or neglect in any long-term care facility, and work
  326  with the adult protective services program as required in ss.
  327  415.101-415.113.
  328         (d) Assist the ombudsman in eliciting, receiving,
  329  responding to, and resolving complaints made by or on behalf of
  330  residents.
  331         (d)(e)Solicit Elicit and coordinate state, local, and
  332  voluntary organizational assistance for the purpose of improving
  333  the care received by residents as requested by the state
  334  ombudsman.
  335         (f) Assist the ombudsman in preparing the annual report
  336  described in s. 400.0065.
  337         (3)(a) The state Long-Term Care Ombudsman council shall be
  338  composed of:
  339         1. A certified ombudsman from each region of the state and
  340  two at-large certified ombudsmen one active local council member
  341  elected by each local council plus three at-large members
  342  appointed by the Governor.
  343         2. Three long-term care facility administrators or
  344  providers of long-term care services, each representing a
  345  nursing home, an assisted living facility, and an adult family
  346  care home.
  347         3. One resident of a long-term care facility or a family
  348  member of a resident of a long-term care facility.
  349         4. One attorney in good standing with The Florida Bar who
  350  has experience in elder law, guardianship, long-term care
  351  facility regulation, or another relevant area.
  352         5. One physician, physician’s assistant, advanced
  353  registered nurse practitioner, or registered nurse who has
  354  experience with geriatric patients.
  355         6. One licensed pharmacist.
  356         7. One registered dietician or nutritionist.
  357         8. One clinical social worker licensed under chapter 491
  358  with experience in providing mental health counseling or one
  359  mental health counselor as defined in s. 394.455.
  360         9. One executive director of an area agency on aging.
  361         10. One at-large member.
  362         (a) Each local council shall elect by majority vote a
  363  representative from among the council members to represent the
  364  interests of the local council on the state council. A local
  365  council chair may not serve as the representative of the local
  366  council on the state council.
  367         (b)1. The state ombudsman secretary, after consulting with
  368  the ombudsman, shall submit to the secretary Governor a list of
  369  individuals persons recommended for appointment to the at-large
  370  positions on the state council. The list shall not include the
  371  name of any person who is currently serving on a local council.
  372         2. The secretary Governor shall appoint three at-large
  373  members chosen from the list.
  374         3. If the secretary Governor does not appoint a an at-large
  375  member to fill a vacant position within 60 days after the list
  376  is submitted, the state ombudsman secretary, after consulting
  377  with the ombudsman, shall appoint a an at-large member to fill
  378  that vacant position.
  379         4. The state council may perform its duties even if one or
  380  more positions are vacant.
  381         (4)(a)(c)1.All State council members shall serve 3-year
  382  terms.
  383         2. A member of the state council may not serve more than
  384  two consecutive terms.
  385         3. A local council may recommend removal of its elected
  386  representative from the state council by a majority vote. If the
  387  council votes to remove its representative, the local council
  388  chair shall immediately notify the ombudsman. The secretary
  389  shall advise the Governor of the local council’s vote upon
  390  receiving notice from the ombudsman.
  391         (b)4. The position of any member missing 50 percent or more
  392  of the three state council meetings within a 1-year period
  393  without cause may be declared vacant by the state ombudsman. The
  394  findings of the state ombudsman regarding cause shall be final
  395  and binding.
  396         (c)5. Any vacancy on the state council shall be filled in
  397  the same manner as the original appointment.
  398         (d)1. The state council shall elect a chair to serve for a
  399  term of 1 year. A chair may not serve more than two consecutive
  400  terms.
  401         2. The chair shall select a vice chair from among the
  402  members. The vice chair shall preside over the state council in
  403  the absence of the chair.
  404         3. The chair may create additional executive positions as
  405  necessary to carry out the duties of the state council. Any
  406  person appointed to an executive position shall serve at the
  407  pleasure of the chair, and his or her term shall expire on the
  408  same day as the term of the chair.
  409         4. A chair may be immediately removed from office prior to
  410  the expiration of his or her term by a vote of two-thirds of all
  411  state council members present at any meeting at which a quorum
  412  is present. If a chair is removed from office prior to the
  413  expiration of his or her term, a replacement chair shall be
  414  chosen during the same meeting in the same manner as described
  415  in this paragraph, and the term of the replacement chair shall
  416  begin immediately. The replacement chair shall serve for the
  417  remainder of the term and is eligible to serve two subsequent
  418  consecutive terms.
  419         (d)(e)1. The state council shall meet upon the call of the
  420  state chair or upon the call of the ombudsman. The council shall
  421  meet at least twice yearly quarterly but may meet more
  422  frequently as needed.
  423         2. A quorum shall be considered present if more than 50
  424  percent of all active state council members are in attendance at
  425  the same meeting.
  426         3. The state council may not vote on or otherwise make any
  427  decisions resulting in a recommendation that will directly
  428  impact the state council or any local council, outside of a
  429  publicly noticed meeting at which a quorum is present.
  430         (e)(f) Members shall receive no compensation but may shall,
  431  with approval from the state ombudsman, be reimbursed for per
  432  diem and travel expenses as provided in s. 112.061.
  433         Section 6. Section 400.0069, Florida Statutes, is amended
  434  to read:
  435         400.0069 Local Long-term care ombudsman districts councils;
  436  duties; appointment membership.—
  437         (1)(a) The state ombudsman shall designate districts local
  438  long-term care ombudsman councils to carry out the duties of the
  439  state Long-Term Care ombudsman program within local communities.
  440  Each district local council shall function under the direction
  441  of the state ombudsman.
  442         (b) The state ombudsman shall ensure that there are
  443  representatives of the office is at least one local council
  444  operating in each district of the department’s planning and
  445  service areas. The ombudsman may create additional local
  446  councils as necessary to ensure that residents throughout the
  447  state have adequate access to state Long-Term Care ombudsman
  448  program services. The ombudsman, after approval from the
  449  secretary, shall designate the jurisdictional boundaries of each
  450  local council.
  451         (2) The duties of the representatives of the office in the
  452  districts local councils are to:
  453         (a) Provide services to assist in Serve as a third-party
  454  mechanism for protecting the health, safety, welfare, and civil
  455  and human rights of residents.
  456         (b) Discover, investigate, and determine the existence of
  457  abuse, or neglect, or exploitation using in any long-term care
  458  facility and to use the procedures provided for in ss. 415.101
  459  415.113 when applicable.
  460         (c) Identify Elicit, receive, investigate, respond to, and
  461  resolve complaints made by or on behalf of residents relating to
  462  actions or omissions by providers or representatives of
  463  providers of long-term care services, other public or private
  464  agencies, guardians, representative payees, or other individuals
  465  that may adversely affect the health, safety, welfare, or rights
  466  of residents.
  467         (d) When directed by the state ombudsman, review and, if
  468  necessary, comment on all existing or proposed rules,
  469  regulations, and other governmental policies and actions
  470  relating to long-term care facilities that may potentially have
  471  an effect on the rights, health, safety, and welfare of
  472  residents.
  473         (e) Review personal property and money accounts of
  474  residents who are receiving assistance under the Medicaid
  475  program pursuant to an investigation to obtain information
  476  regarding a specific complaint or problem.
  477         (f) Recommend that the state ombudsman and the legal
  478  advocate seek administrative, legal, and other remedies to
  479  protect the health, safety, welfare, and rights of the
  480  residents.
  481         (g) Provide technical assistance for the development of
  482  resident and family councils within long-term care facilities.
  483         (h)(g) Carry out other activities that the state ombudsman
  484  determines to be appropriate.
  485         (3) In order to carry out the duties specified in
  486  subsection (2), a representative of the office may member of a
  487  local council is authorized to enter any long-term care facility
  488  without notice or without first obtaining a warrant; however,
  489  subject to the provisions of s. 400.0074(2) may apply regarding
  490  notice of a followup administrative assessment.
  491         (4) Each district local council shall be composed of
  492  ombudsmen members whose primary residences are residence is
  493  located within the boundaries of the district local council’s
  494  jurisdiction.
  495         (a) Upon good cause shown, the state ombudsman, in his or
  496  her sole discretion, may appoint an ombudsman to another
  497  district. The ombudsman shall strive to ensure that each local
  498  council include the following persons as members:
  499         1. At least one medical or osteopathic physician whose
  500  practice includes or has included a substantial number of
  501  geriatric patients and who may practice in a long-term care
  502  facility;
  503         2. At least one registered nurse who has geriatric
  504  experience;
  505         3. At least one licensed pharmacist;
  506         4. At least one registered dietitian;
  507         5. At least six nursing home residents or representative
  508  consumer advocates for nursing home residents;
  509         6. At least three residents of assisted living facilities
  510  or adult family-care homes or three representative consumer
  511  advocates for alternative long-term care facility residents;
  512         7. At least one attorney; and
  513         8. At least one professional social worker.
  514         (b) The following individuals may not be appointed as
  515  ombudsmen:
  516         1. The owner or representative of a long-term care
  517  facility.
  518         2. A provider or representative of a provider of long-term
  519  care services.
  520         3. An employee of the agency.
  521         4. An employee of the department, except for
  522  representatives of the office.
  523         5. An employee of the Department of Children and Families.
  524         6. An employee of the Agency for Persons with Disabilities.
  525  In no case shall the medical director of a long-term care
  526  facility or an employee of the agency, the department, the
  527  Department of Children and Family Services, or the Agency for
  528  Persons with Disabilities serve as a member or as an ex officio
  529  member of a council.
  530         (5)(a) To be appointed as an ombudsman, an individual must:
  531         1.Individuals wishing to join a local council shall Submit
  532  an application to the state ombudsman or designee.
  533         2. Successfully complete level 2 background screening
  534  pursuant to s. 430.0402 and chapter 435. The ombudsman shall
  535  review the individual’s application and advise the secretary of
  536  his or her recommendation for approval or disapproval of the
  537  candidate’s membership on the local council. If the secretary
  538  approves of the individual’s membership, the individual shall be
  539  appointed as a member of the local council.
  540         (b) The state ombudsman shall approve or deny the
  541  appointment of the individual as an ombudsman. The secretary may
  542  rescind the ombudsman’s approval of a member on a local council
  543  at any time. If the secretary rescinds the approval of a member
  544  on a local council, the ombudsman shall ensure that the
  545  individual is immediately removed from the local council on
  546  which he or she serves and the individual may no longer
  547  represent the State Long-Term Care Ombudsman Program until the
  548  secretary provides his or her approval.
  549         (c) Upon appointment as an ombudsman, the individual may
  550  participate in district activities but may not represent the
  551  office or conduct any authorized program duties until the
  552  individual has completed the initial training specified in s.
  553  400.0091(1) and has been certified by the state ombudsman.
  554         (d) The state ombudsman, for good cause shown, may rescind
  555  the appointment of an individual as an ombudsman. After
  556  rescinding the appointment, the individual may not conduct any
  557  duties as an ombudsman and may not represent the office or the
  558  state ombudsman program. A local council may recommend the
  559  removal of one or more of its members by submitting to the
  560  ombudsman a resolution adopted by a two-thirds vote of the
  561  members of the council stating the name of the member or members
  562  recommended for removal and the reasons for the recommendation.
  563  If such a recommendation is adopted by a local council, the
  564  local council chair or district coordinator shall immediately
  565  report the council’s recommendation to the ombudsman. The
  566  ombudsman shall review the recommendation of the local council
  567  and advise the secretary of his or her recommendation regarding
  568  removal of the council member or members.
  569         (6)(a) Each local council shall elect a chair for a term of
  570  1 year. There shall be no limitation on the number of terms that
  571  an approved member of a local council may serve as chair.
  572         (b) The chair shall select a vice chair from among the
  573  members of the council. The vice chair shall preside over the
  574  council in the absence of the chair.
  575         (c) The chair may create additional executive positions as
  576  necessary to carry out the duties of the local council. Any
  577  person appointed to an executive position shall serve at the
  578  pleasure of the chair, and his or her term shall expire on the
  579  same day as the term of the chair.
  580         (d) A chair may be immediately removed from office prior to
  581  the expiration of his or her term by a vote of two-thirds of the
  582  members of the local council. If any chair is removed from
  583  office prior to the expiration of his or her term, a replacement
  584  chair shall be elected during the same meeting, and the term of
  585  the replacement chair shall begin immediately. The replacement
  586  chair shall serve for the remainder of the term of the person he
  587  or she replaced.
  588         (7) Each local council shall meet upon the call of its
  589  chair or upon the call of the ombudsman. Each local council
  590  shall meet at least once a month but may meet more frequently if
  591  necessary.
  592         (6)(8)An ombudsman A member of a local council shall
  593  receive no compensation but may shall, with approval from the
  594  state ombudsman, be reimbursed for travel expenses both within
  595  and outside the jurisdiction of the local council in accordance
  596  with the provisions of s. 112.061.
  597         (7)(9) The representatives of the office local councils are
  598  authorized to call upon appropriate state agencies of state
  599  government for such professional assistance as may be needed in
  600  the discharge of their duties, and such. All state agencies
  601  shall cooperate with the local councils in providing requested
  602  information and agency representation at council meetings.
  603         Section 7. Section 400.0070, Florida Statutes, is amended
  604  to read:
  605         400.0070 Conflicts of interest.—
  606         (1) A representative of the office The ombudsman shall not:
  607         (a) Have a direct involvement in the licensing or
  608  certification of, or an ownership or investment interest in, a
  609  long-term care facility or a provider of a long-term care
  610  service.
  611         (b) Be employed by, or participate in the management of, a
  612  long-term care facility.
  613         (c) Receive, or have a right to receive, directly or
  614  indirectly, remuneration, in cash or in kind, under a
  615  compensation agreement with the owner or operator of a long-term
  616  care facility.
  617         (2) Each representative employee of the office, each state
  618  council member, and each local council member shall certify that
  619  he or she has no conflict of interest.
  620         (3) The department, in consultation with the state
  621  ombudsman, shall define by rule:
  622         (a) Situations that constitute an individual’s a person
  623  having a conflict of interest that could materially affect the
  624  objectivity or capacity of the individual a person to serve as a
  625  representative on an ombudsman council, or as an employee of the
  626  office, while carrying out the purposes of the State Long-Term
  627  Care Ombudsman Program as specified in this part.
  628         (b) The procedure by which an individual a person listed in
  629  subsection (2) shall certify that he or she has no conflict of
  630  interest.
  631         Section 8. Section 400.0071, Florida Statutes, is amended
  632  to read:
  633         400.0071 State Long-Term Care ombudsman program complaint
  634  procedures.—The department, in consultation with the state
  635  ombudsman, shall adopt rules implementing state and local
  636  complaint procedures. The rules must include procedures for
  637  receiving, investigating, and resolving complaints concerning
  638  the health, safety, welfare, and rights of residents:
  639         (1) Receiving complaints against a long-term care facility
  640  or an employee of a long-term care facility.
  641         (2) Conducting investigations of a long-term care facility
  642  or an employee of a long-term care facility subsequent to
  643  receiving a complaint.
  644         (3) Conducting onsite administrative assessments of long
  645  term care facilities.
  646         Section 9. Section 400.0073, Florida Statutes, is amended
  647  to read:
  648         400.0073 Complaint State and local ombudsman council
  649  investigations.—
  650         (1) A representative of the office local council shall
  651  identify and investigate, within a reasonable time after a
  652  complaint is made, any complaint made by or on behalf of a
  653  resident that, a representative of a resident, or any other
  654  credible source based on an action or omission by an
  655  administrator, an employee, or a representative of a long-term
  656  care facility which might be:
  657         (a) Contrary to law;
  658         (b) Unreasonable, unfair, oppressive, or unnecessarily
  659  discriminatory, even though in accordance with law;
  660         (c) Based on a mistake of fact;
  661         (d) Based on improper or irrelevant grounds;
  662         (e) Unaccompanied by an adequate statement of reasons;
  663         (f) Performed in an inefficient manner; or
  664         (g) Otherwise adversely affecting the health, safety,
  665  welfare, or rights of a resident.
  666         (2) In an investigation, both the state and local councils
  667  have the authority to hold public hearings.
  668         (3) Subsequent to an appeal from a local council, the state
  669  council may investigate any complaint received by the local
  670  council involving a long-term care facility or a resident.
  671         (2)(4) If a representative of the office the ombudsman or
  672  any state or local council member is not allowed to enter a
  673  long-term care facility, the administrator of the facility shall
  674  be considered to have interfered with a representative of the
  675  office, the state council, or the local council in the
  676  performance of official duties as described in s. 400.0083(1)
  677  and to have committed a violation of this part. The
  678  representative of the office ombudsman shall report a facility’s
  679  refusal to allow entry to the facility to the state ombudsman or
  680  designee, who shall then report the incident to the agency, and
  681  the agency shall record the report and take it into
  682  consideration when determining actions allowable under s.
  683  400.102, s. 400.121, s. 429.14, s. 429.19, s. 429.69, or s.
  684  429.71.
  685         Section 10. Section 400.0074, Florida Statutes, is amended
  686  to read:
  687         400.0074 Local ombudsman council Onsite administrative
  688  assessments.—
  689         (1) Representatives of the office must In addition to any
  690  specific investigation conducted pursuant to a complaint, the
  691  local council shall conduct, at least annually, an onsite
  692  administrative assessment of each nursing home, assisted living
  693  facility, and adult family-care home within its jurisdiction.
  694  This administrative assessment must be resident-centered and
  695  must shall focus on factors affecting the rights, health,
  696  safety, and welfare of the residents. Each local council is
  697  encouraged to conduct a similar onsite administrative assessment
  698  of each additional long-term care facility within its
  699  jurisdiction.
  700         (2) An onsite administrative assessment is conducted by a
  701  local council shall be subject to the following conditions:
  702         (a) To the extent possible and reasonable, the
  703  administrative assessment assessments shall not duplicate the
  704  efforts of the agency surveys and inspections conducted by state
  705  agencies in long-term care facilities under part II of this
  706  chapter and parts I and II of chapter 429.
  707         (b) An administrative assessment shall be conducted at a
  708  time and for a duration necessary to produce the information
  709  required to complete the assessment carry out the duties of the
  710  local council.
  711         (c) Advance notice of an administrative assessment may not
  712  be provided to a long-term care facility, except that notice of
  713  followup assessments on specific problems may be provided.
  714         (d) A representative of the office local council member
  715  physically present for the administrative assessment must shall
  716  identify himself or herself to the administrator or designee and
  717  cite the specific statutory authority for his or her assessment
  718  of the facility.
  719         (e) An administrative assessment may not unreasonably
  720  interfere with the programs and activities of residents.
  721         (f) A representative of the office local council member may
  722  not enter a single-family residential unit within a long-term
  723  care facility during an administrative assessment without the
  724  permission of the resident or the representative of the
  725  resident.
  726         (g) An administrative assessment must be conducted in a
  727  manner that will impose no unreasonable burden on a long-term
  728  care facility.
  729         (3) Regardless of jurisdiction, the ombudsman may authorize
  730  a state or local council member to assist another local council
  731  to perform the administrative assessments described in this
  732  section.
  733         (3)(4) An onsite administrative assessment may not be
  734  accomplished by forcible entry. However, if a representative of
  735  the office ombudsman or a state or local council member is not
  736  allowed to enter a long-term care facility, the administrator of
  737  the facility shall be considered to have interfered with a
  738  representative of the office, the state council, or the local
  739  council in the performance of official duties as described in s.
  740  400.0083(1) and to have committed a violation of this part. The
  741  representative of the office ombudsman shall report the refusal
  742  by a facility to allow entry to the state ombudsman or designee,
  743  who shall then report the incident to the agency, and the agency
  744  shall record the report and take it into consideration when
  745  determining actions allowable under s. 400.102, s. 400.121, s.
  746  429.14, s. 429.19, s. 429.69, or s. 429.71.
  747         (4) The department, in consultation with the state
  748  ombudsman, may adopt rules implementing procedures for
  749  conducting onsite administrative assessments of long-term care
  750  facilities.
  751         Section 11. Section 400.0075, Florida Statutes, is amended
  752  to read:
  753         400.0075 Complaint notification and resolution procedures.—
  754         (1)(a) Any complaint or problem verified by a
  755  representative of the office an ombudsman council as a result of
  756  an investigation may or onsite administrative assessment, which
  757  complaint or problem is determined to require remedial action by
  758  the local council, shall be identified and brought to the
  759  attention of the long-term care facility administrator subject
  760  to the confidentiality provisions of s. 400.0077 in writing.
  761  Upon receipt of the information such document, the
  762  administrator, with the concurrence of the representative of the
  763  office local council chair, shall establish target dates for
  764  taking appropriate remedial action. If, by the target date, the
  765  remedial action is not completed or forthcoming, the complaint
  766  shall be referred to the district manager local council chair
  767  may, after obtaining approval from the ombudsman and a majority
  768  of the members of the local council:
  769         1. Extend the target date if the chair has reason to
  770  believe such action would facilitate the resolution of the
  771  complaint.
  772         2. In accordance with s. 400.0077, publicize the complaint,
  773  the recommendations of the council, and the response of the
  774  long-term care facility.
  775         3. Refer the complaint to the state council.
  776         (b) If an ombudsman determines the local council chair
  777  believes that the health, safety, welfare, or rights of a the
  778  resident are in imminent danger, the ombudsman must immediately
  779  notify the district manager. The district manager chair shall
  780  notify the ombudsman or legal advocate, who, after verifying
  781  that such imminent danger exists, must notify the appropriate
  782  state agencies, including law enforcement, the state ombudsman,
  783  and legal advocate to ensure the protection of shall seek
  784  immediate legal or administrative remedies to protect the
  785  resident.
  786         (c) If the state ombudsman or legal advocate has reason to
  787  believe that the long-term care facility or an employee of the
  788  facility has committed a criminal act, the state ombudsman or
  789  legal advocate shall provide the local law enforcement agency
  790  with the relevant information to initiate an investigation of
  791  the case.
  792         (2)(a) Upon referral from a district local council, the
  793  state ombudsman or designee council shall assume the
  794  responsibility for the disposition of the complaint. If a long
  795  term care facility fails to take action to resolve or remedy the
  796  on a complaint by the state council, the state ombudsman council
  797  may, after obtaining approval from the ombudsman and a majority
  798  of the state council members:
  799         (a)1. In accordance with s. 400.0077, publicize the
  800  complaint, the recommendations of the representatives of the
  801  office local or state council, and the response of the long-term
  802  care facility.
  803         (b)2. Recommend to the department and the agency a series
  804  of facility reviews pursuant to s. 400.19, s. 429.34, or s.
  805  429.67 to ensure correction and nonrecurrence of the conditions
  806  that gave give rise to the complaint complaints against the a
  807  long-term care facility.
  808         (c)3. Recommend to the department and the agency that the
  809  long-term care facility no longer receive payments under any
  810  state assistance program, including Medicaid.
  811         (d)4. Recommend to the department and the agency that
  812  procedures be initiated for action against revocation of the
  813  long-term care facility’s license in accordance with chapter
  814  120.
  815         (b) If the state council chair believes that the health,
  816  safety, welfare, or rights of the resident are in imminent
  817  danger, the chair shall notify the ombudsman or legal advocate,
  818  who, after verifying that such imminent danger exists, shall
  819  seek immediate legal or administrative remedies to protect the
  820  resident.
  821         (c) If the ombudsman has reason to believe that the long
  822  term care facility or an employee of the facility has committed
  823  a criminal act, the ombudsman shall provide local law
  824  enforcement with the relevant information to initiate an
  825  investigation of the case.
  826         Section 12. Section 400.0078, Florida Statutes, is amended
  827  to read:
  828         400.0078 Citizen access to state Long-Term Care ombudsman
  829  program services.—
  830         (1) The office shall establish a statewide toll-free
  831  telephone number and e-mail address for receiving complaints
  832  concerning matters adversely affecting the health, safety,
  833  welfare, or rights of residents.
  834         (2) Every resident or representative of a resident shall
  835  receive, Upon admission to a long-term care facility, each
  836  resident or representative of a resident must receive
  837  information regarding:
  838         (a) The purpose of the state Long-Term Care ombudsman
  839  program.,
  840         (b) The statewide toll-free telephone number and e-mail
  841  address for receiving complaints., and
  842         (c) Information that retaliatory action cannot be taken
  843  against a resident for presenting grievances or for exercising
  844  any other resident rights.
  845         (d) Other relevant information regarding how to contact
  846  representatives of the office program.
  847  
  848  Residents or their representatives must be furnished additional
  849  copies of this information upon request.
  850         Section 13. Section 400.0079, Florida Statutes, is amended
  851  to read:
  852         400.0079 Immunity.—
  853         (1) Any person making a complaint pursuant to this part who
  854  does so in good faith shall be immune from any liability, civil
  855  or criminal, that otherwise might be incurred or imposed as a
  856  direct or indirect result of making the complaint.
  857         (2) Representatives of the office and The ombudsman or any
  858  person authorized by the ombudsman to act on behalf of the
  859  office, as well as all members of the state council and local
  860  councils, shall be immune from any liability, civil or criminal,
  861  that otherwise might be incurred or imposed during the good
  862  faith performance of official duties.
  863         Section 14. Section 400.0081, Florida Statutes, is amended
  864  to read:
  865         400.0081 Access to facilities, residents, and records.—
  866         (1) A long-term care facility shall provide representatives
  867  of the office, the state council and its members, and the local
  868  councils and their members access to:
  869         (a) Any portion of the long-term care facility and any
  870  resident as necessary to investigate or resolve a complaint.
  871         (b) Medical and social records of a resident for review as
  872  necessary to investigate or resolve a complaint, if:
  873         1. The representative of the office has the permission of
  874  the resident or the legal representative of the resident; or
  875         2. The resident is unable to consent to the review and has
  876  no legal representative.
  877         (c) Medical and social records of the resident as necessary
  878  to investigate or resolve a complaint, if:
  879         1. A legal representative or guardian of the resident
  880  refuses to give permission;
  881         2. A representative of the office has reasonable cause to
  882  believe that the legal representative or guardian is not acting
  883  in the best interests of the resident; and
  884         3. The representative of the office state or local council
  885  member obtains the approval of the state ombudsman.
  886         (d) The administrative records, policies, and documents to
  887  which residents or the general public have access.
  888         (e) Upon request, copies of all licensing and certification
  889  records maintained by the state with respect to a long-term care
  890  facility.
  891         (2) The department, in consultation with the state
  892  ombudsman and the state council, may adopt rules to establish
  893  procedures to ensure access to facilities, residents, and
  894  records as described in this section.
  895         Section 15. Section 400.0083, Florida Statutes, is amended
  896  to read:
  897         400.0083 Interference; retaliation; penalties.—
  898         (1) It shall be unlawful for any person, long-term care
  899  facility, or other entity to willfully interfere with a
  900  representative of the office or, the state council, or a local
  901  council in the performance of official duties.
  902         (2) It shall be unlawful for any person, long-term care
  903  facility, or other entity to knowingly or willfully take action
  904  or retaliate against any resident, employee, or other person for
  905  filing a complaint with, providing information to, or otherwise
  906  cooperating with any representative of the office or, the state
  907  council, or a local council.
  908         (3) Any person, long-term care facility, or other entity
  909  that violates this section:
  910         (a) Shall be liable for damages and equitable relief as
  911  determined by law.
  912         (b) Commits a misdemeanor of the second degree, punishable
  913  as provided in s. 775.083.
  914         Section 16. Section 400.0087, Florida Statutes, is amended
  915  to read:
  916         400.0087 Department oversight; funding.—
  917         (1) The department shall meet the costs associated with the
  918  state Long-Term Care ombudsman program from funds appropriated
  919  to it.
  920         (a) The department shall include the costs associated with
  921  support of the state Long-Term Care ombudsman program when
  922  developing its budget requests for consideration by the Governor
  923  and submittal to the Legislature.
  924         (b) The department may divert from the federal ombudsman
  925  appropriation an amount equal to the department’s administrative
  926  cost ratio to cover the costs associated with administering the
  927  state ombudsman program. The remaining allotment from the Older
  928  Americans Act program shall be expended on direct ombudsman
  929  activities.
  930         (2) The department shall monitor the office and, the state
  931  council, and the local councils to ensure that each is carrying
  932  out the duties delegated to it by state and federal law.
  933         (3) The department is responsible for ensuring that the
  934  office:
  935         (a) Has the objectivity and independence required to
  936  qualify it for funding under the federal Older Americans Act.
  937         (b) Provides information to public and private agencies,
  938  legislators, and others.
  939         (c) Provides appropriate training to representatives of the
  940  office or of the state or local councils.
  941         (d) Coordinates ombudsman services with Disability Rights
  942  Florida the Advocacy Center for Persons with Disabilities and
  943  with providers of legal services to residents of long-term care
  944  facilities in compliance with state and federal laws.
  945         (4) The department shall also:
  946         (a) Receive and disburse state and federal funds for
  947  purposes that the state ombudsman has formulated in accordance
  948  with the Older Americans Act.
  949         (b) Whenever necessary, act as liaison between agencies and
  950  branches of the federal and state governments and the office
  951  State Long-Term Care Ombudsman Program.
  952         Section 17. Section 400.0089, Florida Statutes, is amended
  953  to read:
  954         400.0089 Complaint data reports.—The office shall maintain
  955  a statewide uniform reporting system to collect and analyze data
  956  relating to complaints and conditions in long-term care
  957  facilities and to residents for the purpose of identifying and
  958  resolving significant complaints problems. The office shall
  959  publish quarterly and make readily available information
  960  pertaining to the number and types of complaints received by the
  961  state Long-Term Care ombudsman program and shall include such
  962  information in the annual report required under s. 400.0065.
  963         Section 18. Section 400.0091, Florida Statutes, is amended
  964  to read:
  965         400.0091 Training.—The state ombudsman shall ensure that
  966  appropriate training is provided to all representatives
  967  employees of the office and to the members of the state and
  968  local councils.
  969         (1) All representatives state and local council members and
  970  employees of the office shall be given a minimum of 20 hours of
  971  training upon employment with the office or appointment as an
  972  ombudsman. Ten approval as a state or local council member and
  973  10 hours of continuing education is required annually
  974  thereafter.
  975         (2) The state ombudsman shall approve the curriculum for
  976  the initial and continuing education training, which must, at a
  977  minimum, address:
  978         (a) Resident confidentiality.
  979         (b) Guardianships and powers of attorney.
  980         (c) Medication administration.
  981         (d) Care and medication of residents with dementia and
  982  Alzheimer’s disease.
  983         (e) Accounting for residents’ funds.
  984         (f) Discharge rights and responsibilities.
  985         (g) Cultural sensitivity.
  986         (h) Any other topic related to residency within a long-term
  987  care facility recommended by the secretary.
  988         (3) An individual No employee, officer, or representative
  989  of the office or of the state or local councils, other than the
  990  state ombudsman, may not hold himself or herself out as a
  991  representative of the office State Long-Term Care Ombudsman
  992  Program or conduct any authorized program duty described in this
  993  part unless the individual person has received the training
  994  required by this section and has been certified by the state
  995  ombudsman as qualified to carry out ombudsman activities on
  996  behalf of the office or the state or local councils.
  997         Section 19. Subsection (4) of section 20.41, Florida
  998  Statutes, is amended to read:
  999         20.41 Department of Elderly Affairs.—There is created a
 1000  Department of Elderly Affairs.
 1001         (4) The department shall administer the Office of State
 1002  Long-Term Care Ombudsman Council, created by s. 400.0063
 1003  400.0067, and the local long-term care ombudsman councils,
 1004  created by s. 400.0069 and shall, as required by s. 712 of the
 1005  federal Older Americans Act of 1965, ensure that both the state
 1006  office operates and local long-term care ombudsman councils
 1007  operate in compliance with the Older Americans Act.
 1008         Section 20. Subsections (11) through (19) of section
 1009  400.021, Florida Statutes, are renumbered as subsections (10)
 1010  through (18), respectively, and present subsections (10) and
 1011  (18) are amended to read:
 1012         400.021 Definitions.—When used in this part, unless the
 1013  context otherwise requires, the term:
 1014         (10) “Local ombudsman council” means a local long-term care
 1015  ombudsman council established pursuant to s. 400.0069, located
 1016  within the Older Americans Act planning and service areas.
 1017         (17)(18) “State ombudsman program council” means the Office
 1018  of State Long-Term Care Ombudsman Council established pursuant
 1019  to s. 400.0063 400.0067.
 1020         Section 21. Paragraph (c) of subsection (1) and subsections
 1021  (2) and (3) of section 400.022, Florida Statutes, are amended to
 1022  read:
 1023         400.022 Residents’ rights.—
 1024         (1) All licensees of nursing home facilities shall adopt
 1025  and make public a statement of the rights and responsibilities
 1026  of the residents of such facilities and shall treat such
 1027  residents in accordance with the provisions of that statement.
 1028  The statement shall assure each resident the following:
 1029         (c) Any entity or individual that provides health, social,
 1030  legal, or other services to a resident has the right to have
 1031  reasonable access to the resident. The resident has the right to
 1032  deny or withdraw consent to access at any time by any entity or
 1033  individual. Notwithstanding the visiting policy of the facility,
 1034  the following individuals must be permitted immediate access to
 1035  the resident:
 1036         1. Any representative of the federal or state government,
 1037  including, but not limited to, representatives of the Department
 1038  of Children and Families Family Services, the Department of
 1039  Health, the Agency for Health Care Administration, the Office of
 1040  the Attorney General, and the Department of Elderly Affairs; any
 1041  law enforcement officer; representatives members of the state or
 1042  local ombudsman program council; and the resident’s individual
 1043  physician.
 1044         2. Subject to the resident’s right to deny or withdraw
 1045  consent, immediate family or other relatives of the resident.
 1046  
 1047  The facility must allow representatives of the state Long-Term
 1048  Care ombudsman program Council to examine a resident’s clinical
 1049  records with the permission of the resident or the resident’s
 1050  legal representative and consistent with state law.
 1051         (2) The licensee for each nursing home shall orally inform
 1052  the resident of the resident’s rights and provide a copy of the
 1053  statement required by subsection (1) to each resident or the
 1054  resident’s legal representative at or before the resident’s
 1055  admission to a facility. The licensee shall provide a copy of
 1056  the resident’s rights to each staff member of the facility. Each
 1057  such licensee shall prepare a written plan and provide
 1058  appropriate staff training to implement the provisions of this
 1059  section. The written statement of rights must include a
 1060  statement that a resident may file a complaint with the agency
 1061  or state local ombudsman program council. The statement must be
 1062  in boldfaced type and shall include the name, address, and
 1063  telephone number and e-mail address of the state numbers of the
 1064  local ombudsman program council and the telephone number of the
 1065  central abuse hotline where complaints may be lodged.
 1066         (3) Any violation of the resident’s rights set forth in
 1067  this section shall constitute grounds for action by the agency
 1068  under the provisions of s. 400.102, s. 400.121, or part II of
 1069  chapter 408. In order to determine whether the licensee is
 1070  adequately protecting residents’ rights, the licensure
 1071  inspection of the facility shall include private informal
 1072  conversations with a sample of residents to discuss residents’
 1073  experiences within the facility with respect to rights specified
 1074  in this section and general compliance with standards, and
 1075  consultation with the state ombudsman program council in the
 1076  local planning and service area of the Department of Elderly
 1077  Affairs in which the nursing home is located.
 1078         Section 22. Subsections (8) and (9) and (11) through (14)
 1079  of section 400.0255, Florida Statutes, are amended to read:
 1080         400.0255 Resident transfer or discharge; requirements and
 1081  procedures; hearings.—
 1082         (8) The notice required by subsection (7) must be in
 1083  writing and must contain all information required by state and
 1084  federal law, rules, or regulations applicable to Medicaid or
 1085  Medicare cases. The agency shall develop a standard document to
 1086  be used by all facilities licensed under this part for purposes
 1087  of notifying residents of a discharge or transfer. Such document
 1088  must include a means for a resident to request the state local
 1089  long-term care ombudsman program council to review the notice
 1090  and request information about or assistance with initiating a
 1091  fair hearing with the department’s Office of Appeals Hearings.
 1092  In addition to any other pertinent information included, the
 1093  form shall specify the reason allowed under federal or state law
 1094  that the resident is being discharged or transferred, with an
 1095  explanation to support this action. Further, the form shall
 1096  state the effective date of the discharge or transfer and the
 1097  location to which the resident is being discharged or
 1098  transferred. The form shall clearly describe the resident’s
 1099  appeal rights and the procedures for filing an appeal, including
 1100  the right to request the state local ombudsman program council
 1101  to review the notice of discharge or transfer. A copy of the
 1102  notice must be placed in the resident’s clinical record, and a
 1103  copy must be transmitted to the resident’s legal guardian or
 1104  representative and to the state local ombudsman program council
 1105  within 5 business days after signature by the resident or
 1106  resident designee.
 1107         (9) A resident may request that the state local ombudsman
 1108  program council review any notice of discharge or transfer given
 1109  to the resident. When requested by a resident to review a notice
 1110  of discharge or transfer, the state local ombudsman program
 1111  council shall do so within 7 days after receipt of the request.
 1112  The nursing home administrator, or the administrator’s designee,
 1113  must forward the request for review contained in the notice to
 1114  the state local ombudsman program council within 24 hours after
 1115  such request is submitted. Failure to forward the request within
 1116  24 hours after the request is submitted shall toll the running
 1117  of the 30-day advance notice period until the request has been
 1118  forwarded.
 1119         (11) Notwithstanding paragraph (10)(b), an emergency
 1120  discharge or transfer may be implemented as necessary pursuant
 1121  to state or federal law during the period of time after the
 1122  notice is given and before the time a hearing decision is
 1123  rendered. Notice of an emergency discharge or transfer to the
 1124  resident, the resident’s legal guardian or representative, and
 1125  the state local ombudsman program council if requested pursuant
 1126  to subsection (9) must be by telephone or in person. This notice
 1127  shall be given before the transfer, if possible, or as soon
 1128  thereafter as practicable. A representative of the state local
 1129  ombudsman program council conducting a review under this
 1130  subsection shall do so within 24 hours after receipt of the
 1131  request. The resident’s file must be documented to show who was
 1132  contacted, whether the contact was by telephone or in person,
 1133  and the date and time of the contact. If the notice is not given
 1134  in writing, written notice meeting the requirements of
 1135  subsection (8) must be given the next working day.
 1136         (12) After receipt of any notice required under this
 1137  section, the state local ombudsman program council may request a
 1138  private informal conversation with a resident to whom the notice
 1139  is directed, and, if known, a family member or the resident’s
 1140  legal guardian or designee, to ensure that the facility is
 1141  proceeding with the discharge or transfer in accordance with the
 1142  requirements of this section. If requested, the state local
 1143  ombudsman program council shall assist the resident with filing
 1144  an appeal of the proposed discharge or transfer.
 1145         (13) The following persons must be present at all hearings
 1146  authorized under this section:
 1147         (a) The resident, or the resident’s legal representative or
 1148  designee.
 1149         (b) The facility administrator, or the facility’s legal
 1150  representative or designee.
 1151  
 1152  A representative of the state local long-term care ombudsman
 1153  program council may be present at all hearings authorized by
 1154  this section.
 1155         (14) In any hearing under this section, the following
 1156  information concerning the parties shall be confidential and
 1157  exempt from the provisions of s. 119.07(1):
 1158         (a) Names and addresses.
 1159         (b) Medical services provided.
 1160         (c) Social and economic conditions or circumstances.
 1161         (d) Evaluation of personal information.
 1162         (e) Medical data, including diagnosis and past history of
 1163  disease or disability.
 1164         (f) Any information received verifying income eligibility
 1165  and amount of medical assistance payments. Income information
 1166  received from the Social Security Administration or the Internal
 1167  Revenue Service must be safeguarded according to the
 1168  requirements of the agency that furnished the data.
 1169  
 1170  The exemption created by this subsection does not prohibit
 1171  access to such information by the state ombudsman program a
 1172  local long-term care ombudsman council upon request, by a
 1173  reviewing court if such information is required to be part of
 1174  the record upon subsequent review, or as specified in s. 24(a),
 1175  Art. I of the State Constitution.
 1176         Section 23. Subsection (2) of section 400.1413, Florida
 1177  Statutes, is amended to read:
 1178         400.1413 Volunteers in nursing homes.—
 1179         (2) This section does not affect the activities of the
 1180  state or local long-term care ombudsman program councils
 1181  authorized under part I.
 1182         Section 24. Paragraph (d) of subsection (5) of section
 1183  400.162, Florida Statutes, is amended to read:
 1184         400.162 Property and personal affairs of residents.—
 1185         (5)
 1186         (d) If, at any time during the period for which a license
 1187  is issued, a licensee that has not purchased a surety bond or
 1188  entered into a self-insurance agreement, as provided in
 1189  paragraphs (b) and (c), is requested to provide safekeeping for
 1190  the personal funds of a resident, the licensee shall notify the
 1191  agency of the request and make application for a surety bond or
 1192  for participation in a self-insurance agreement within 7 days
 1193  after of the request, exclusive of weekends and holidays. Copies
 1194  of the application, along with written documentation of related
 1195  correspondence with an insurance agency or group, shall be
 1196  maintained by the licensee for review by the agency and the
 1197  state Nursing Home and Long-Term Care Facility ombudsman program
 1198  Council.
 1199         Section 25. Subsections (1) and (4) of section 400.19,
 1200  Florida Statutes, are amended to read:
 1201         400.19 Right of entry and inspection.—
 1202         (1) In accordance with part II of chapter 408, the agency
 1203  and any duly designated officer or employee thereof or a
 1204  representative member of the state Long-Term Care ombudsman
 1205  program Council or the local long-term care ombudsman council
 1206  shall have the right to enter upon and into the premises of any
 1207  facility licensed pursuant to this part, or any distinct nursing
 1208  home unit of a hospital licensed under chapter 395 or any
 1209  freestanding facility licensed under chapter 395 that provides
 1210  extended care or other long-term care services, at any
 1211  reasonable time in order to determine the state of compliance
 1212  with the provisions of this part, part II of chapter 408, and
 1213  applicable rules in force pursuant thereto. The agency shall,
 1214  within 60 days after receipt of a complaint made by a resident
 1215  or resident’s representative, complete its investigation and
 1216  provide to the complainant its findings and resolution.
 1217         (4) The agency shall conduct unannounced onsite facility
 1218  reviews following written verification of licensee noncompliance
 1219  in instances in which the state ombudsman program a long-term
 1220  care ombudsman council, pursuant to ss. 400.0071 and 400.0075,
 1221  has received a complaint and has documented deficiencies in
 1222  resident care or in the physical plant of the facility that
 1223  threaten the health, safety, or security of residents, or when
 1224  the agency documents through inspection that conditions in a
 1225  facility present a direct or indirect threat to the health,
 1226  safety, or security of residents. However, the agency shall
 1227  conduct unannounced onsite reviews every 3 months of each
 1228  facility while the facility has a conditional license.
 1229  Deficiencies related to physical plant do not require followup
 1230  reviews after the agency has determined that correction of the
 1231  deficiency has been accomplished and that the correction is of
 1232  the nature that continued compliance can be reasonably expected.
 1233         Section 26. Subsection (1) of section 400.191, Florida
 1234  Statutes, is amended to read:
 1235         400.191 Availability, distribution, and posting of reports
 1236  and records.—
 1237         (1) The agency shall provide information to the public
 1238  about all of the licensed nursing home facilities operating in
 1239  the state. The agency shall, within 60 days after a licensure
 1240  inspection visit or within 30 days after any interim visit to a
 1241  facility, send copies of the inspection reports to the state
 1242  local long-term care ombudsman program council, the agency’s
 1243  local office, and a public library or the county seat for the
 1244  county in which the facility is located. The agency may provide
 1245  electronic access to inspection reports as a substitute for
 1246  sending copies.
 1247         Section 27. Subsection (6) and paragraph (c) of subsection
 1248  (7) of section 400.23, Florida Statutes, are amended to read:
 1249         400.23 Rules; evaluation and deficiencies; licensure
 1250  status.—
 1251         (6) Before Prior to conducting a survey of the facility,
 1252  the survey team shall obtain a copy of the state local long-term
 1253  care ombudsman program council report on the facility. Problems
 1254  noted in the report shall be incorporated into and followed up
 1255  through the agency’s inspection process. This procedure does not
 1256  preclude the state local long-term care ombudsman program
 1257  council from requesting the agency to conduct a followup visit
 1258  to the facility.
 1259         (7) The agency shall, at least every 15 months, evaluate
 1260  all nursing home facilities and make a determination as to the
 1261  degree of compliance by each licensee with the established rules
 1262  adopted under this part as a basis for assigning a licensure
 1263  status to that facility. The agency shall base its evaluation on
 1264  the most recent inspection report, taking into consideration
 1265  findings from other official reports, surveys, interviews,
 1266  investigations, and inspections. In addition to license
 1267  categories authorized under part II of chapter 408, the agency
 1268  shall assign a licensure status of standard or conditional to
 1269  each nursing home.
 1270         (c) In evaluating the overall quality of care and services
 1271  and determining whether the facility will receive a conditional
 1272  or standard license, the agency shall consider the needs and
 1273  limitations of residents in the facility and the results of
 1274  interviews and surveys of a representative sampling of
 1275  residents, families of residents, representatives of the state
 1276  ombudsman program council members in the planning and service
 1277  area in which the facility is located, guardians of residents,
 1278  and staff of the nursing home facility.
 1279         Section 28. Paragraph (a) of subsection (3), paragraph (f)
 1280  of subsection (5), and subsection (6) of section 400.235,
 1281  Florida Statutes, are amended to read:
 1282         400.235 Nursing home quality and licensure status; Gold
 1283  Seal Program.—
 1284         (3)(a) The Gold Seal Program shall be developed and
 1285  implemented by the Governor’s Panel on Excellence in Long-Term
 1286  Care which shall operate under the authority of the Executive
 1287  Office of the Governor. The panel shall be composed of three
 1288  persons appointed by the Governor, to include a consumer
 1289  advocate for senior citizens and two persons with expertise in
 1290  the fields of quality management, service delivery excellence,
 1291  or public sector accountability; three persons appointed by the
 1292  Secretary of Elderly Affairs, to include an active member of a
 1293  nursing facility family and resident care council and a member
 1294  of the University Consortium on Aging; a representative of the
 1295  Office of State Long-Term Care Ombudsman; one person appointed
 1296  by the Florida Life Care Residents Association; one person
 1297  appointed by the State Surgeon General; two persons appointed by
 1298  the Secretary of Health Care Administration; one person
 1299  appointed by the Florida Association of Homes for the Aging; and
 1300  one person appointed by the Florida Health Care Association.
 1301  Vacancies on the panel shall be filled in the same manner as the
 1302  original appointments.
 1303         (5) Facilities must meet the following additional criteria
 1304  for recognition as a Gold Seal Program facility:
 1305         (f) Evidence an outstanding record regarding the number and
 1306  types of substantiated complaints reported to the Office of
 1307  State Long-Term Care Ombudsman Council within the 30 months
 1308  preceding application for the program.
 1309  
 1310  A facility assigned a conditional licensure status may not
 1311  qualify for consideration for the Gold Seal Program until after
 1312  it has operated for 30 months with no class I or class II
 1313  deficiencies and has completed a regularly scheduled relicensure
 1314  survey.
 1315         (6) The agency, nursing facility industry organizations,
 1316  consumers, Office of State Long-Term Care Ombudsman Council, and
 1317  members of the community may recommend to the Governor
 1318  facilities that meet the established criteria for consideration
 1319  for and award of the Gold Seal. The panel shall review nominees
 1320  and make a recommendation to the Governor for final approval and
 1321  award. The decision of the Governor is final and is not subject
 1322  to appeal.
 1323         Section 29. Paragraph (a) of subsection (1) of section
 1324  415.1034, Florida Statutes, is amended to read:
 1325         415.1034 Mandatory reporting of abuse, neglect, or
 1326  exploitation of vulnerable adults; mandatory reports of death.—
 1327         (1) MANDATORY REPORTING.—
 1328         (a) Any person, including, but not limited to, any:
 1329         1. Physician, osteopathic physician, medical examiner,
 1330  chiropractic physician, nurse, paramedic, emergency medical
 1331  technician, or hospital personnel engaged in the admission,
 1332  examination, care, or treatment of vulnerable adults;
 1333         2. Health professional or mental health professional other
 1334  than one listed in subparagraph 1.;
 1335         3. Practitioner who relies solely on spiritual means for
 1336  healing;
 1337         4. Nursing home staff; assisted living facility staff;
 1338  adult day care center staff; adult family-care home staff;
 1339  social worker; or other professional adult care, residential, or
 1340  institutional staff;
 1341         5. State, county, or municipal criminal justice employee or
 1342  law enforcement officer;
 1343         6. An Employee of the Department of Business and
 1344  Professional Regulation conducting inspections of public lodging
 1345  establishments under s. 509.032;
 1346         7. Florida advocacy council member or representative of the
 1347  Office of State Long-Term Care Ombudsman council member; or
 1348         8. Bank, savings and loan, or credit union officer,
 1349  trustee, or employee,
 1350  
 1351  who knows, or has reasonable cause to suspect, that a vulnerable
 1352  adult has been or is being abused, neglected, or exploited shall
 1353  immediately report such knowledge or suspicion to the central
 1354  abuse hotline.
 1355         Section 30. Subsection (1) of section 415.104, Florida
 1356  Statutes, is amended to read:
 1357         415.104 Protective investigations of cases of abuse,
 1358  neglect, or exploitation of vulnerable adults; transmittal of
 1359  records to state attorney.—
 1360         (1) The department shall, upon receipt of a report alleging
 1361  abuse, neglect, or exploitation of a vulnerable adult, begin
 1362  within 24 hours a protective investigation of the facts alleged
 1363  therein. If a caregiver refuses to allow the department to begin
 1364  a protective investigation or interferes with the conduct of
 1365  such an investigation, the appropriate law enforcement agency
 1366  shall be contacted for assistance. If, during the course of the
 1367  investigation, the department has reason to believe that the
 1368  abuse, neglect, or exploitation is perpetrated by a second
 1369  party, the appropriate law enforcement agency and state attorney
 1370  shall be orally notified. The department and the law enforcement
 1371  agency shall cooperate to allow the criminal investigation to
 1372  proceed concurrently with, and not be hindered by, the
 1373  protective investigation. The department shall make a
 1374  preliminary written report to the law enforcement agencies
 1375  within 5 working days after the oral report. The department
 1376  shall, within 24 hours after receipt of the report, notify the
 1377  appropriate Florida local advocacy council, or state long-term
 1378  care ombudsman program council, when appropriate, that an
 1379  alleged abuse, neglect, or exploitation perpetrated by a second
 1380  party has occurred. Notice to the Florida local advocacy council
 1381  or state long-term care ombudsman program council may be
 1382  accomplished orally or in writing and shall include the name and
 1383  location of the vulnerable adult alleged to have been abused,
 1384  neglected, or exploited and the nature of the report.
 1385         Section 31. Subsection (8) of section 415.1055, Florida
 1386  Statutes, is amended to read:
 1387         415.1055 Notification to administrative entities.—
 1388         (8) At the conclusion of a protective investigation at a
 1389  facility, the department shall notify either the Florida local
 1390  advocacy council or state long-term care ombudsman program
 1391  council of the results of the investigation. This notification
 1392  must be in writing.
 1393         Section 32. Subsection (2) of section 415.106, Florida
 1394  Statutes, is amended to read:
 1395         415.106 Cooperation by the department and criminal justice
 1396  and other agencies.—
 1397         (2) To ensure coordination, communication, and cooperation
 1398  with the investigation of abuse, neglect, or exploitation of
 1399  vulnerable adults, the department shall develop and maintain
 1400  interprogram agreements or operational procedures among
 1401  appropriate departmental programs and the Office of State Long
 1402  Term Care Ombudsman Council, the Florida Statewide Advocacy
 1403  Council, and other agencies that provide services to vulnerable
 1404  adults. These agreements or procedures must cover such subjects
 1405  as the appropriate roles and responsibilities of the department
 1406  in identifying and responding to reports of abuse, neglect, or
 1407  exploitation of vulnerable adults; the provision of services;
 1408  and related coordinated activities.
 1409         Section 33. Paragraph (g) of subsection (3) of section
 1410  415.107, Florida Statutes, is amended to read:
 1411         415.107 Confidentiality of reports and records.—
 1412         (3) Access to all records, excluding the name of the
 1413  reporter which shall be released only as provided in subsection
 1414  (6), shall be granted only to the following persons, officials,
 1415  and agencies:
 1416         (g) Any appropriate official of the Florida advocacy
 1417  council or state long-term care ombudsman program council
 1418  investigating a report of known or suspected abuse, neglect, or
 1419  exploitation of a vulnerable adult.
 1420         Section 34. Subsection (20) of section 429.02, Florida
 1421  Statutes, is amended to read:
 1422         429.02 Definitions.—When used in this part, the term:
 1423         (20) “Resident’s representative or designee” means a person
 1424  other than the owner, or an agent or employee of the facility,
 1425  designated in writing by the resident, if legally competent, to
 1426  receive notice of changes in the contract executed pursuant to
 1427  s. 429.24; to receive notice of and to participate in meetings
 1428  between the resident and the facility owner, administrator, or
 1429  staff concerning the rights of the resident; to assist the
 1430  resident in contacting the state ombudsman program council if
 1431  the resident has a complaint against the facility; or to bring
 1432  legal action on behalf of the resident pursuant to s. 429.29.
 1433         Section 35. Paragraph (b) of subsection (3) of section
 1434  429.07, Florida Statutes, is amended to read:
 1435         429.07 License required; fee.—
 1436         (3) In addition to the requirements of s. 408.806, each
 1437  license granted by the agency must state the type of care for
 1438  which the license is granted. Licenses shall be issued for one
 1439  or more of the following categories of care: standard, extended
 1440  congregate care, limited nursing services, or limited mental
 1441  health.
 1442         (b) An extended congregate care license shall be issued to
 1443  facilities providing, directly or through contract, services
 1444  beyond those authorized in paragraph (a), including services
 1445  performed by persons licensed under part I of chapter 464 and
 1446  supportive services, as defined by rule, to persons who would
 1447  otherwise be disqualified from continued residence in a facility
 1448  licensed under this part.
 1449         1. In order for extended congregate care services to be
 1450  provided, the agency must first determine that all requirements
 1451  established in law and rule are met and must specifically
 1452  designate, on the facility’s license, that such services may be
 1453  provided and whether the designation applies to all or part of
 1454  the facility. Such designation may be made at the time of
 1455  initial licensure or relicensure, or upon request in writing by
 1456  a licensee under this part and part II of chapter 408. The
 1457  notification of approval or the denial of the request shall be
 1458  made in accordance with part II of chapter 408. Existing
 1459  facilities qualifying to provide extended congregate care
 1460  services must have maintained a standard license and may not
 1461  have been subject to administrative sanctions during the
 1462  previous 2 years, or since initial licensure if the facility has
 1463  been licensed for less than 2 years, for any of the following
 1464  reasons:
 1465         a. A class I or class II violation;
 1466         b. Three or more repeat or recurring class III violations
 1467  of identical or similar resident care standards from which a
 1468  pattern of noncompliance is found by the agency;
 1469         c. Three or more class III violations that were not
 1470  corrected in accordance with the corrective action plan approved
 1471  by the agency;
 1472         d. Violation of resident care standards which results in
 1473  requiring the facility to employ the services of a consultant
 1474  pharmacist or consultant dietitian;
 1475         e. Denial, suspension, or revocation of a license for
 1476  another facility licensed under this part in which the applicant
 1477  for an extended congregate care license has at least 25 percent
 1478  ownership interest; or
 1479         f. Imposition of a moratorium pursuant to this part or part
 1480  II of chapter 408 or initiation of injunctive proceedings.
 1481         2. A facility that is licensed to provide extended
 1482  congregate care services shall maintain a written progress
 1483  report on each person who receives services which describes the
 1484  type, amount, duration, scope, and outcome of services that are
 1485  rendered and the general status of the resident’s health. A
 1486  registered nurse, or appropriate designee, representing the
 1487  agency shall visit the facility at least quarterly to monitor
 1488  residents who are receiving extended congregate care services
 1489  and to determine whether if the facility is in compliance with
 1490  this part, part II of chapter 408, and relevant rules. One of
 1491  the visits may be in conjunction with the regular survey. The
 1492  monitoring visits may be provided through contractual
 1493  arrangements with appropriate community agencies. A registered
 1494  nurse shall serve as part of the team that inspects the
 1495  facility. The agency may waive one of the required yearly
 1496  monitoring visits for a facility that has been licensed for at
 1497  least 24 months to provide extended congregate care services,
 1498  if, during the inspection, the registered nurse determines that
 1499  extended congregate care services are being provided
 1500  appropriately, and if the facility has no class I or class II
 1501  violations and no uncorrected class III violations. The agency
 1502  must first consult with the state long-term care ombudsman
 1503  program council for the area in which the facility is located to
 1504  determine whether if any complaints have been made and
 1505  substantiated about the quality of services or care. The agency
 1506  may not waive one of the required yearly monitoring visits if
 1507  complaints have been made and substantiated.
 1508         3. A facility that is licensed to provide extended
 1509  congregate care services must:
 1510         a. Demonstrate the capability to meet unanticipated
 1511  resident service needs.
 1512         b. Offer a physical environment that promotes a homelike
 1513  setting, provides for resident privacy, promotes resident
 1514  independence, and allows sufficient congregate space as defined
 1515  by rule.
 1516         c. Have sufficient staff available, taking into account the
 1517  physical plant and firesafety features of the building, to
 1518  assist with the evacuation of residents in an emergency.
 1519         d. Adopt and follow policies and procedures that maximize
 1520  resident independence, dignity, choice, and decisionmaking to
 1521  permit residents to age in place, so that moves due to changes
 1522  in functional status are minimized or avoided.
 1523         e. Allow residents or, if applicable, a resident’s
 1524  representative, designee, surrogate, guardian, or attorney in
 1525  fact to make a variety of personal choices, participate in
 1526  developing service plans, and share responsibility in
 1527  decisionmaking.
 1528         f. Implement the concept of managed risk.
 1529         g. Provide, directly or through contract, the services of a
 1530  person licensed under part I of chapter 464.
 1531         h. In addition to the training mandated in s. 429.52,
 1532  provide specialized training as defined by rule for facility
 1533  staff.
 1534         4. A facility that is licensed to provide extended
 1535  congregate care services is exempt from the criteria for
 1536  continued residency set forth in rules adopted under s. 429.41.
 1537  A licensed facility must adopt its own requirements within
 1538  guidelines for continued residency set forth by rule. However,
 1539  the facility may not serve residents who require 24-hour nursing
 1540  supervision. A licensed facility that provides extended
 1541  congregate care services must also provide each resident with a
 1542  written copy of facility policies governing admission and
 1543  retention.
 1544         5. The primary purpose of extended congregate care services
 1545  is to allow residents, as they become more impaired, the option
 1546  of remaining in a familiar setting from which they would
 1547  otherwise be disqualified for continued residency. A facility
 1548  licensed to provide extended congregate care services may also
 1549  admit an individual who exceeds the admission criteria for a
 1550  facility with a standard license, if the individual is
 1551  determined appropriate for admission to the extended congregate
 1552  care facility.
 1553         6. Before the admission of an individual to a facility
 1554  licensed to provide extended congregate care services, the
 1555  individual must undergo a medical examination as provided in s.
 1556  429.26(4) and the facility must develop a preliminary service
 1557  plan for the individual.
 1558         7. When a facility can no longer provide or arrange for
 1559  services in accordance with the resident’s service plan and
 1560  needs and the facility’s policy, the facility shall make
 1561  arrangements for relocating the person in accordance with s.
 1562  429.28(1)(k).
 1563         8. Failure to provide extended congregate care services may
 1564  result in denial of extended congregate care license renewal.
 1565         Section 36. Subsection (9) of section 429.19, Florida
 1566  Statutes, is amended to read:
 1567         429.19 Violations; imposition of administrative fines;
 1568  grounds.—
 1569         (9) The agency shall develop and disseminate an annual list
 1570  of all facilities sanctioned or fined for violations of state
 1571  standards, the number and class of violations involved, the
 1572  penalties imposed, and the current status of cases. The list
 1573  shall be disseminated, at no charge, to the Department of
 1574  Elderly Affairs, the Department of Health, the Department of
 1575  Children and Families Family Services, the Agency for Persons
 1576  with Disabilities, the area agencies on aging, the Florida
 1577  Statewide Advocacy Council, and the state and local ombudsman
 1578  program councils. The Department of Children and Families Family
 1579  Services shall disseminate the list to service providers under
 1580  contract to the department who are responsible for referring
 1581  persons to a facility for residency. The agency may charge a fee
 1582  commensurate with the cost of printing and postage to other
 1583  interested parties requesting a copy of this list. This
 1584  information may be provided electronically or through the
 1585  agency’s Internet site.
 1586         Section 37. Subsection (8) of section 429.26, Florida
 1587  Statutes, is amended to read:
 1588         429.26 Appropriateness of placements; examinations of
 1589  residents.—
 1590         (8) The Department of Children and Families Family Services
 1591  may require an examination for supplemental security income and
 1592  optional state supplementation recipients residing in facilities
 1593  at any time and shall provide the examination whenever a
 1594  resident’s condition requires it. Any facility administrator;
 1595  personnel of the agency, the department, or the Department of
 1596  Children and Families Family Services; or representative of the
 1597  state long-term care ombudsman program council member who
 1598  believes a resident needs to be evaluated shall notify the
 1599  resident’s case manager, who shall take appropriate action. A
 1600  report of the examination findings shall be provided to the
 1601  resident’s case manager and the facility administrator to help
 1602  the administrator meet his or her responsibilities under
 1603  subsection (1).
 1604         Section 38. Subsection (2) and paragraph (b) of subsection
 1605  (3) of section 429.28, Florida Statutes, are amended to read:
 1606         429.28 Resident bill of rights.—
 1607         (2) The administrator of a facility shall ensure that a
 1608  written notice of the rights, obligations, and prohibitions set
 1609  forth in this part is posted in a prominent place in each
 1610  facility and read or explained to residents who cannot read.
 1611  This notice shall include the statewide toll-free telephone
 1612  number and e-mail address name, address, and telephone numbers
 1613  of the state local ombudsman program council and central abuse
 1614  hotline and, when applicable, the Advocacy Center for Persons
 1615  with Disabilities, Inc., and the Florida local advocacy council,
 1616  where complaints may be lodged. The facility must ensure a
 1617  resident’s access to a telephone to call the state local
 1618  ombudsman program council, central abuse hotline, Advocacy
 1619  Center for Persons with Disabilities, Inc., and the Florida
 1620  local advocacy council.
 1621         (3)
 1622         (b) In order to determine whether the facility is
 1623  adequately protecting residents’ rights, the biennial survey
 1624  shall include private informal conversations with a sample of
 1625  residents and consultation with the state ombudsman program
 1626  council in the planning and service area in which the facility
 1627  is located to discuss residents’ experiences within the
 1628  facility.
 1629         Section 39. Section 429.34, Florida Statutes, is amended to
 1630  read:
 1631         429.34 Right of entry and inspection.—In addition to the
 1632  requirements of s. 408.811, any duly designated officer or
 1633  employee of the department, the Department of Children and
 1634  Families Family Services, the Medicaid Fraud Control Unit of the
 1635  Office of the Attorney General, the state or local fire marshal,
 1636  or a representative member of the state or local long-term care
 1637  ombudsman program council shall have the right to enter
 1638  unannounced upon and into the premises of any facility licensed
 1639  pursuant to this part in order to determine the state of
 1640  compliance with the provisions of this part, part II of chapter
 1641  408, and applicable rules. Data collected by the state or local
 1642  long-term care ombudsman program councils or the state or local
 1643  advocacy councils may be used by the agency in investigations
 1644  involving violations of regulatory standards.
 1645         Section 40. Subsection (2) of section 429.35, Florida
 1646  Statutes, is amended to read:
 1647         429.35 Maintenance of records; reports.—
 1648         (2) Within 60 days after the date of the biennial
 1649  inspection visit required under s. 408.811 or within 30 days
 1650  after the date of any interim visit, the agency shall forward
 1651  the results of the inspection to the state local ombudsman
 1652  program council in whose planning and service area, as defined
 1653  in part II of chapter 400, the facility is located; to at least
 1654  one public library or, in the absence of a public library, the
 1655  county seat in the county in which the inspected assisted living
 1656  facility is located; and, when appropriate, to the district
 1657  Adult Services and Mental Health Program Offices.
 1658         Section 41. Subsection (2) of section 429.85, Florida
 1659  Statutes, is amended to read:
 1660         429.85 Residents’ bill of rights.—
 1661         (2) The provider shall ensure that residents and their
 1662  legal representatives are made aware of the rights, obligations,
 1663  and prohibitions set forth in this part. Residents must also be
 1664  given the statewide toll-free telephone number and e-mail
 1665  address of the state ombudsman program and the telephone number
 1666  of names, addresses, and telephone numbers of the local
 1667  ombudsman council and the central abuse hotline where they may
 1668  lodge complaints.
 1669         Section 42. Subsection (17) of section 744.444, Florida
 1670  Statutes, is amended to read:
 1671         744.444 Power of guardian without court approval.—Without
 1672  obtaining court approval, a plenary guardian of the property, or
 1673  a limited guardian of the property within the powers granted by
 1674  the order appointing the guardian or an approved annual or
 1675  amended guardianship report, may:
 1676         (17) Provide confidential information about a ward that is
 1677  related to an investigation arising under part I of chapter 400
 1678  to a representative of the local or state ombudsman program
 1679  council member conducting such an investigation. Any such
 1680  ombudsman shall have a duty to maintain the confidentiality of
 1681  such information.
 1682         Section 43. This act shall take effect July 1, 2013.