BILL ANALYSIS                                                                                                                                                                                                    






                 Senate Committee on Labor and Industrial Relations
                                Carole Migden, Chair

          Date of Hearing: March 26, 2008              2007-2008 Regular  
          Session                              
          Consultant: Alma Perez                       Fiscal:Yes
                                                       Urgency: No
          
                                  Bill No: SB 1151
                                   Author: Perata
                       Version: As Introduced February 6, 2008
          

                                       SUBJECT
          
                               Hospitals: lift teams.


                                      KEY ISSUE

          Should hospitals be required to have a "zero lift/safe patient  
          handling policy"? 
          

                                       PURPOSE
          
          To require acute care hospitals to establish a patient  
          protection and health care worker back injury prevention plan  
          that shall include a zero lift/safe patient handling policy.    


                                      ANALYSIS
          
           Existing law  provides a framework for the occupational safety  
          and health of employees through the state's Division of  
          Occupational Safety and Health, better known as Cal/OSHA, in the  
          Department of Industrial Relations.  The California Occupational  
          Safety and Health Act of 1973, establishes certain safety and  
          other responsibilities of employers and employees, including,  
          but not limited to, the requirement that no employer shall fail  
          or neglect to provide safety devices or safeguards, reasonably  
          necessary to render the employment safe.

          A key element of the Cal-OSHA program is the Occupational Safety  
          and Health Standards Board (OSHSB).  The board, a seven-member  
          body appointed by the Governor, is the standards-setting agency  









          within the Cal/OSHA program.  The Standards Board is responsible  
          for the adoption of reasonable and enforceable standards, at  
          least as effective as federal OSHA standards that will ensure a  
          safe and healthful workplace for California workers.  

          California employers are required to have a written,  
          industry-specific illness and injury prevention program (IIPP)  
          that contains certain mandatory provisions as part of an effort  
          to reduce workplace injuries.  

          Labor Code Section 6403 provides that no employer shall fail or  
          neglect to do any of the following:
             a)   Provide and use safety devices and safeguards reasonably  
               adequate to render the employment and place of employment  
               safe;
             b)   Adopt and use methods and processes reasonably adequate  
               to render the employment and place of employment safe;
             c)   Do every other thing reasonably necessary to protect the  
               life, safety, and health of employees. 

           
          This Bill  would require each general acute care hospital, as  
          defined, to establish a patient protection and health care  
          worker back and musculoskeletal injury prevention plan which  
          shall include a zero lift/safe patient handling policy.   
          Specifically, this bill would require acute care hospitals to do  
          the following:

                 Develop its own needs assessment to determine patients  
               needing lift teams, or specialized equipment for patient  
               lifts, repositioning, and transfers.

                 Use a lift team or specialized equipment for patients  
               identified as being at risk of injury or placing health  
               care workers at risk of injury while conducting the move.

                 Provide training to health care workers on the  
               appropriate use of lift, repositioning, and transfer  
               devices. 

                 Provide lift team members with specialized training to  
               assist health care workers, however, lift team members may  
          Hearing Date:  March 26, 2008                            SB 1151  
          Consultant: Alma Perez                                   Page 2

          Senate Committee on Labor and Industrial Relations 
          








               perform other duties as assigned during their shifts. 

                 Only discipline a health care worker who refuses to lift  
               a patient, if the worker has been trained on appropriate  
               patient and equipment lifting procedures and has  
               appropriate, functional lifting devices and equipment  
               available to perform the requested lift.  

          This bill makes several findings and declarations regarding  
          health care worker injuries.  Additionally, this bill provides  
          definitions to "lift, reposition, and transfer needs  
          assessment," "lift team," and "zero lift/safe patient handling  
          policy."

          If passed and signed by the Governor, this bill would become  
          operative on July 1, 2009.


                                      COMMENTS
          
          1.  Need for this bill?

            According to information gathered by the Bureau of Labor  
            Statistics (BLS) regarding musculoskeletal disorders (MSDs),  
            in the year 2000, health care workers suffered 62,332 MSDs.   
            And in BLS data from 2006, California is leading the nation in  
            the number of MSDs suffered by its workers.  Clearly, back  
            injuries among health care workers is a problem, and this bill  
            would help to make sure every acute care hospital has an  
            injury and illness prevention plan  that aims at reducing such  
            injuries in the workplace.  Existing law requires all  
            employers to have an industry-specific illness and injury  
            prevention program (IIPP) that contains certain mandatory  
            provisions, this bill would provide more specific requirements  
            for hospitals regarding their IIPP.


          2.  Staff Question:
           
            An emergency lift can be unpredictable and often require  
            immediate attention.  Section 3(f) of the bill references an  
            exception to the required use of a lift team under an  
          Hearing Date:  March 26, 2008                            SB 1151  
          Consultant: Alma Perez                                   Page 3

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            "emergency situation or where specifically contraindicated by  
            a patient's condition or medical status."  Given the  
            opposition's concern regarding an emergency lift, does the  
            author feel the language in section 3(f) is clear enough to  
            allow for a lift under an emergency situation without being in  
            violation of the law?  

               
          3.  Staff Comment:
           
            There is no significant difference between this bill and SB  
            171 (Perata) of last year, which the governor vetoed [see #6  
            below].  The Legislature's Joint Rule 54c allows  
            reintroduction and consideration of an identical or  
            substantially similar bill in the same session if the first  
            bill has been vetoed, but the reintroduced bill may still  
            again face a potential veto.  The author's office and sponsors  
            believe the Governor might consider signing the bill this  
            year.  


          4.  Proponent Arguments  :
            
            According to the author, current law requires employers to  
            have injury and illness prevention programs, however,  
            healthcare workers, 95% of whom are women, lead the nation in  
            work-related musculoskeletal disorders (MSDs).  The author  
            argues that California's nursing workforce is aging at the  
            same time patient acuity and obesity is rising.  

            According to the sponsor, the California Nurses Association, a  
            recent study found that 52 percent of all nurses complain of  
            chronic back pain, and another study found that 12 percent of  
            nurses who are leaving the profession cite back injuries as  
            the main, or a contributing factor.  At a cost of between  
            $40,000 and $60,000 to train and orient each new nurse,  
            preventing turn-over from injuries will save hospitals money.   


            CNA cites the proven effectiveness of lift teams from two  
            years of data collection on a 500 bed unit referenced in the  
            book, "Back Injury among Health Care Workers" by William  
          Hearing Date:  March 26, 2008                            SB 1151  
          Consultant: Alma Perez                                   Page 4

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            Charney.  The studies found that lift teams reduced injury  
            claims by 69 percent, reduced lost work days by 95 percent,  
            and reduced average cost per injury due to patient handling  
            from $9,894 to $1,099.  This is a realized cost savings  
            (direct and indirect) of $690,504.  According to the sponsor,  
            preventing costly, debilitating injuries to patients and  
            healthcare workers saves millions of dollars in needless costs  
            to hospitals, taxpayers and injured workers.  

          5.  Opponent Arguments  :

            The California Hospital Association (CHA) opposes SB 1151  
            (Perata).  CHA states that hospitals are very concerned about  
            patient and employee safety; however, CHA believes the policy  
            required by this bill is not reasonable and may be detrimental  
            to patient care.  

            CHA argues that under current law, hospitals are required to  
            "establish, implement and maintain an effective injury  
            prevention program" and must "correct unsafe and unhealthy  
            conditions and work practices in a timely manner."  According  
            to CHA, in a hospital setting this obligation requires  
            hospitals to have a patient lift policy as part of their  
            injury prevention programs. 

            CHA is concerned that SB 1151 requires that a lift team or  
            specialized equipment be used at all times when caring for a  
            patient identified as having the potential for placing health  
            care workers at risk of being injured while lifting,  
            repositioning or transferring the patient.  This puts the  
            hospital in the position of violating law on some occasions  
            because patient care needs may preclude the use of a lift team  
            or specialized equipment in emergency and/or unexpected  
            circumstances.  A zero lift/safe patient handling policy would  
            never allow a patient to be lifted or transferred even in  
            emergency or unusual circumstances unless it was done by a  
            lift team or the use of equipment. 

            According to CHA, minimizing patient lifts and transfers  
            without the use of a lift team or equipment is desirable.   
            Eliminating them totally without harm to patients may not be  
            possible.  
          Hearing Date:  March 26, 2008                            SB 1151  
          Consultant: Alma Perez                                   Page 5

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          6.  Prior Legislation  :

            SB 171 (Perata): To the Governor on September 12, 2007
            VETOED on October 13, 2007
            SB 171 sought to require acute care hospitals to establish a  
            patient protection and health care worker back injury  
            prevention plan.  In his veto message, the Governor stated  
            that, "This bill, which imposes a one-size fits all mandate on  
            hospitals to establish a "zero lift" patient handling policy,  
            is similar to measures I have vetoed the last three years.   
            While I continue to support the goal of reducing workplace  
            injuries, I remain convinced that this inflexible mandate is a  
            poor alternative to giving hospitals the flexibility needed to  
            achieve this goal in the manner that most efficiently  
            addresses each hospital's needs and resources." 

            SB 1204 (Perata): To the Governor on September 12, 2006 
            VETOED on September 29, 2006
            SB 1204 sought to require each general acute care hospital to  
            establish a health care worker back injury prevention plan.   
            In his veto message, the Governor stated that, "Since my veto  
            message of last year, hospitals of all sizes from throughout  
            the state have reported on progress made in implementing lift  
            policies.  I applaud their efforts and encourage the continued  
            development of these policies.  I believe this is proof that  
            allowing hospitals the flexibility to implement lift policies  
            that meet their individual needs is far more effective than  
            imposing a rigid one-size-fits-all mandate on every hospital  
            in California." 
                SB 363 (Perata): To the Governor on September 17, 2005
            VETOED on September 29, 2005
            SB 363 sought to require general acute care hospitals, except  
            rural ones, to provide "lift teams" to assist health care  
            workers in lifting patients.  In his veto message, the  
            Governor stated that the bill, "imposes a one-size-fits-all  
            mandate on hospitals to establish a zero lift policy requiring  
            teams and the use of equipment to lift patients," he went  
            further to say, "If hospitals do not initiate these measures  
            on their own, I will consider legislation next year that  
            imposes the mandate." 
          Hearing Date:  March 26, 2008                            SB 1151  
          Consultant: Alma Perez                                   Page 6

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            AB 2532 (Hancock): To the Governor on September 17, 2004
            VETOED on September 22, 2004
            AB 2532 sought to require general acute care hospitals, except  
            rural ones, to provide "lift teams" to assist health care  
            workers in lifting patients.  In his veto message, the  
            Governor stated that, "Because I am concerned about the  
            financial burden hospitals are already under, I cannot support  
            the costly mandate imposed on them by AB 2532."  

            SB 1151 (Perata) in this session, is the fifth attempt to  
            address the issue of requiring lift teams at acute care  
            hospitals. This bill does not differ (for the exception of one  
            word) from SB 171 (Perata) of last year.  


                                       SUPPORT
          
          California Nurses Association (CNA) - Sponsor
          American Federation of State, County and Municipal Employees,  
          AFL-CIO  
          California Applicants' Attorneys Association (CAAA)
          California Labor Federation, AFL-CIO
          United Nurses Association of California/Union of Health Care  
          Professionals (UNAC/UHCP)

          
                                     OPPOSITION
          
          California Hospital Association (CHA) 


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          Hearing Date:  March 26, 2008                            SB 1151  
          Consultant: Alma Perez                                   Page 7

          Senate Committee on Labor and Industrial Relations