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Assembly Actions -
Lowercase Senate Actions - UPPERCASE |
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| Jan 31, 2024 |
referred to health |
Senate Bill S8462
2023-2024 Legislative Session
Enacts the "New York long term care trust act" and establishes the New York long term care trust program
download bill text pdfSponsored By
(D, WF) 37th Senate District
Current Bill Status - In Senate Committee Health Committee
- Introduced
-
- In Committee Assembly
- In Committee Senate
-
- On Floor Calendar Assembly
- On Floor Calendar Senate
-
- Passed Assembly
- Passed Senate
- Delivered to Governor
- Signed By Governor
Actions
co-Sponsors
(D, WF) 48th Senate District
(D, WF) 28th Senate District
2023-S8462 (ACTIVE) - Details
- Current Committee:
- Senate Health
- Law Section:
- Public Health Law
- Laws Affected:
- Add Art 36-B §§3670 - 3679, Pub Health L; add §§99-rr & 8-d, St Fin L; amd §§171-a, 171-h & 674, Tax L
- Versions Introduced in 2021-2022 Legislative Session:
-
S9082
2023-S8462 (ACTIVE) - Summary
Establishes the New York long term care trust program to provide long term care benefits for eligible residents who have paid the required premium contributions and are in need of assistance with at least two activities of daily living as determined by the department of health.
2023-S8462 (ACTIVE) - Sponsor Memo
BILL NUMBER: S8462
SPONSOR: MAYER
TITLE OF BILL:
An act to amend the public health law, the state finance law and the tax
law, in relation to enacting the "New York long term care trust act" and
establishing the New York long term care trust program
PURPOSE OR OENLRAL IDEA OF BILL:
To implement a new way of supporting the costs of long term care by
creating a public benefit available to all New York workers for long
term care services and supports, financed by a modest payroll withhold-
ing tax.
SUJMARY OF PROVISIONS:
Section 1 provides that act shall be known as the "New York long term
care trust act."
Section 2 creates a new Article 36-B within the Public Health Law,
which: 1. Defines relevant terms. 2. Establishes the New York long term care trust program to provide long term care services and supports benefits to all eligible beneficiaries regardless of income or resources, to be administered primarily by the Department of Health, in coordination with the Office of Temporary Disa- bility Assistance and the Office of Mental Health, the state Office for the Aging, the Comptroller, the Department of Taxation and Finance, and the Department of Labor. Requires theDepartment of Health to: a. Administer the application process and determine eligibility; b. Monitor premium contributions and use of benefits; c. Establish standards for providing long term care services and supports under the program to ensure that the program is administered in the best interests of beneficiaries; d. Develop standards for payments and reimbursements; e. Coordinate benefits for those beneficiaries receiving support through Medicaid, Medicare, or private long term care insurance; f. Develop processes and systems for program administration; g. Develop and maintain a registry of qualified long term care services and supports providers and assisting providers to navigate the program; and h. Develop and provide educational materials to explain the program to the public. 3. Creates the Long Term Care Trust Commission, to be composed of state officials and legislative and executive appointees with the duty of providing guidance to relevant agencies administering the program, and ensuring the sustainability of the program and the adequacy of benefits. The Commission will make recommendations on benefit eligibility stand- ards, qualifications for long term care services and supports providers, reimbursement rates for such providers which include ensuring wage protections for workers providing long term care services, any appropri- ate adjustments to the benefit amount and premium amount, and necessary rules and regulations. The Commission shall also report to the legisla- ture on a variety of relevant matters, including the fiscal health of the program. 4. Creates the long term Care Trust Advisory Panel which acts as a subcommittee of the Commission with authority to review the benefit unit amount in light of data pertaining to economic indicators, program costs, and sustainability, including, but not limited to the wages of long term care services and supports providers. Such review and adjust- ment to the benefit amount shall occur on an annual basis. To the extent that the Advisory Panel does not act by the required 60% majority to alter the benefit amount, the benefit amount shall be adjusted to reflect changes in the Consumer Price Index. 5. Requires that any qualified and eligible individual shall receive benefits to pay for long term care services and supports upon applying for such benefits, while providing for expedited eligibility determi- nations in case of immediate need, and requires that long term care services and supports providers shall be reimbursed to the extent of such benefits by the Department of Health. 6. Provides that the department shall establish standards and procedures for registration of qualifying long term care services and supports providers under the program and for suspending or revoking registration under certain circumstances. 7. Requires wage protections for workers providing long term care services. 8. Implements a program to collect premium contributions from all indi- viduals in the state in a manner similar to income tax withholding for employees, and income tax payments by self-employed individuals, and requires the comptroller to set the amount of premium contributions at the lowest amount necessary to maintain the program on a sound financial footing. 9. Provides for an exemption, upon request, from the obligation to pay premiums, coupled with a disqualification of the right to receive bene- fits, for the following: an individual who has maintained and continues to maintain private long term care insurance on an uninterrupted basis beginning no later than January first of the year in which the act takes effect; a U.S. military veteran with a service-connected disability of seventy percent or greater; a spouse or registered partner of an active duty service member; an employee with a non-immigrant visa for temporary workers; and an individual who maintains a permanent residence outside of the state of New York. 11. Institutes an appeals process for an applicant, recipient, or long term care services and supports provider to challenge a determination or failure to make a determination by the Department of Health with respect to the program. 12. Provides for any appropriate waivers necessary to to achieve the purposes of the program. Section 3 amends the state finance law to establish the Long Term Care Trust Fund, to hold the monies obtained through premiums and any inter- est or other proceeds from investments of such monies, such fund to be held in the joint custody of the Comptroller and the Commissioners of the Department of Taxation and Finance, and the Department of Health. Section 4 amends the state finance law to set forth additional duties of the Comptroller with respect to the program. These include: 1. Audits and actuarial services and valuations of the Long Term Care Trust Fund; 2. Conducting, no later than 2034, a comprehensive evaluation of the program and reporting on such evaluation to the legislature, with recom- mendations for improvements to the program. Section 5 amends the tax law to require the Comptroller to enter into cooperative agreements with the Department of Taxation and Finance, the Department of Health, and the Department of Labor, to allow for informa- tion sharing for purposes of verifying whether individuals are qualified individuals eligible for benefits, and for other purposes deemed appro- priate. Section 6 amends the tax law to allow for information sharing between the Department of Taxation and Finance, the Office of Temporary and Disability Assistance, the Department of Health, and the Department of Labor for purposes of other aspects of administration of the program. Section 7 amends the tax law to provide that the duties of the Depart- ment of Taxation and Finance with respect to income tax withholding shall apply to the premium collection requirements of the Long Term Care Trust Program. Section 8 provides for severability. Section 9 provides the effective date. JUSTIFICATION: The New York State Department of Health estimates that by 2030, more than 5.3 million New Yorkers will be over the age of 60.1 Many will need long term care services at some point in their later years.2 Often it is not until a parent or other family member is suddenly faced with a need for care, whether in-home services and supports or nursing home care, that we come face to face with the failings of our long term care system. Contrary to what many believe, the federal Medicare program provides for time-limited rehabilitative care but does not pay for long term care.' To qualify for long term care through the Medicaid program, many New Yorkers must deplete income or assets and may be left with very little to get by on. The alternative of purchasing a private long term care insurance policy has become increasingly unaffordable.4 The status quo is that many if not most New Yorkers have limited options for securing long term care if they do not have a family member who can. help. It's past time to change that. Long term care insurance is a safety-net insurance policy that covers non-medical care for those who need assistance with activities of daily living, such as dressing, bathing, and eating. However, our current system of long term care insurance does not work for most New Yorkers because almost no one can afford it. The New York State Department of Financial Services has reported that as of December 2022, the number of New Yorkers with long term care insurance policies was only 386,686,5 well below the 50% of New Yorkers over 65 who are expected to need long term care services in the future.6 Even for those who can afford to purchase private long term care insur- ance policies, those policies are failing existing policyholders. Rate increases are frequent and, in many cases, staggeringly large. Many consumers purchased these plans with reasonable premiums years ago in hopes of relying on them to secure care later in life, only to see rates increase dramatically, forcing a difficult choice: reduce coverage to a level that may not adequately cover their needs, pay an ever larger share of income (and often fixed income) for premiums, or abandon the policy altogether despite having paid expensive premiums for years. What is more, the long term care insurance product has not been good for insurance companies either. According to the state Department of Finan- cial Services, the number of insurers offering long term care policies in New York has declined dramatically in the last twenty years. As of the end of 2022, only five insurance companies offered these policies in New York, down from eight in 2020, thus limiting consumer options. The result is a dearth of help for those requiring financial assistance to meet their long term care needs. Too many are forced to spend down income and assets to become eligible for Medicaid; to pay out-of-pocket for caregivers for their loved ones; or to take on care responsibilities themselves. This plight hits not only the individuals needing care, but their families as well. For those providing care to family members, the sacrifices (such as the loss of income and career opportunities) are many.7 Private long term care insurance has failed to provide a solution to this problem and that failure has continued for many years. New York State has tried an array of strategies to help this market, including tax incentives, enhanced consumer protection, and establishing programs such as the New York State Partnership for Long Term Care (NYS Partner- ship for LTC) and the New York Public Employee and Retiree Long Term Care Insurance Plan (NYPERL).8 The NYS Partnership for LTC, which became operational in 1993, provided enrollees who purchased a long term care insurance policy with eventual access to Medicaid if needed, without having to spend down their assets. NYPERL, enacted through legislation in 1998, was a group policy for public employees which was administered by the Department of Civil Service, but with coverage provided by a private insurance company. The program offered several favorable long term care insurance options. Both initiatives eventually floundered, and while legacy policies remain in force, the programs are now essentially defunct, having ceased to offer new policies altogether. The U.S. Treasury-led Federal Interagency Task Force on Long-Term Care Insurance reported that, of the approximately $217 billion spent on long term care in the United States in 2018, 70% ($159.1 billion) was paid by Medicaid, 25% ($55 billion) was out-of-pocket spending, and only 4.5% ($10.3 billion) was paid by private long term care insurance.9 Notably, those numbers do not account for care provided by loved ones which is unpaid. The same 2020 United States Treasury report referenced 2013 and 2015 studies which estimated the value of unpaid care during 2011 at $234 billion and $522 billion, respectively, depending on how the care was valued, with even the low estimate far exceeding all Medicaid, private long term care insurance, and out-of-pocket spending combined.10 Accordingly, private long term care insurance appears to address less than 2.5% of the need for long term care - private insurance simply cannot meet this challenge. Approaches that encourage new sales may help as an ancillary matter, but are sadly inadequate to address the magni- tude of the gap between what most New Yorkers need and what most New Yorkers can afford. From 2000 to 2015, the cost of long term care grew from $30 billion to $225 billion in the United States, suggesting that the market for long term care insurance should have seen high demand. , yet it was Instead, during this time that the bottom fell out of the industry and insurers stopped offering the product. Various reports, studies, and industry surveys have suggested that additional consumer financial education, new types of long term care insurance products, and additional tax incentives will spur increased consumer interest, but we can no longer wager the saving accounts of New Yorkers on ideas which have continually failed to resuscitate significant interest in private long term care insurance from either insurers or potential insureds. Along with other states like Washington and California, we must step up to help solve this problem. We must change our approach if we are to ensure that New Yorkers get the care they need and are not forced to impoverish themselves in order to receive it. The New York Long Term Care Trust Program as created by this bill will provide universal long term care benefits at an initial rate of $100 per day for a lifetime limit of 365 days worth of benefits, funded by a modest payroll tax. The benefit is meaningful: eligible uses for these benefits are broad enough to cover the panoply of long term care needs, and the amount is enough to make a difference - it can absorb a signif- icant share of the financial burden of in-home care for someone who needs eight hours of support each day. The meaningfulness of the benefit is balanced by a thoughtful fiscal approach: (1) the premium is expected to be very small (in Washington State where a similar program has been enacted, it amounted to 58 cents out of every 100 dollars in wages), (2) an individual must "earn" the benefit by working at least ten years during their lifetime, and (3) the individual then must prove that they need assistance with at least two activities of daily living (such as bathing, eating, dressing, and toileting) in order to be eligible. Such an approach delivers a significant benefit when it is needed, without imposing an unreasonable burden on working New Yorkers; leaves room for private long term care insurance to offer p olicies that can supplement this benefit for those who choose to purchase extra protection; and will result in savings to the state through reduced spending on Medicaid. Furthermore, the bill contains provisions establishing wage protections for long term care workers, a majority of whom are women of color, and who serve as the backbone of the long term care industry, yet who often do not receive a living wage. First introduced in 2022, the 2023 bill simplifies the 10-year work requirement; puts self-employed individuals on the same footing as those who work for an employer; and adds additional exemptions, including for certain veterans with service-connected disabilities, spouses or part- ners of active military, those who have already purchased and maintain private long term care insurance; non-immigrant visa holders; and those with a permanent residence outside of New York State. To administer the program, the bill draws on the expertise of a wide variety of state agencies and experts and designates the comptroller as responsible for ensuring the long term financial viability of the long term care trust fund. The struggle to pay for long term care is an issue that touches almost every family in New York State - 50% of us will need long term care at some point in our lives, and yet we don't have a system in place to mitigate the high costs of such care. This bill recognizes the gravity of this problem by taking a meaningful, fiscally responsible, and compassionate approach to addressing one of the most significant finan- cial burdens that many families will ever face. PRIOR LEGISLATIVE HISTORY: 2022: S9082, referred to Health Committee FISCAL IMPLICATIONS: The Long Term Care Trust Program is designed to be revenue neutral and self-sustaining in perpetuity. Specific fiscal mechanics are still being determined. Significant savings to the state are expected in the form of reduced Medicaid expenditures. Increased economic activity is likely in the form of a reduction in lost employment output as family caregivers will increasingly have the option to continue to work rather than being forced by financial need to provide care to loved ones in place of employment. EFFECTIVE DATE: This act shall take effect immediately. 1 NYS Department of Health, Long Term Care Planning Project, available at https: //www.health.ny.gov/facilities/long term care/planning project/ 2 Richard Johnson, What Is the Lifetime Risk of Needing and Receiving Long-Term Services and Supports?, U.S. Department of Health and Human Services (April 3, 2019), available at https://aspe.hhs.gov/reports/what-lifetime-risk-needing-receiving- long -term-services-supports-0 3 Priya Chidambaram and Alice Burns, 10 Things About Long-Term Services and Supports, available at https://www.kff.org/medicaid/issue-brief/10-things-about- long-term-ser- vices-and-supports-ltss/ 4 Jordan Rau & Reed Abelson, Financial Ruin is Baked into the System, NY Times (Dec. 15, 2023), available at https://www.nytimes.com/2023/12/15/health/readers-long-term-care.html 5 Adrienne A. Harris, Superintendent, NYS Department of Taxation and Finance, Report to the Governor and Legislature on Long Term Care Health Insurance Plans (Dec. 2022), available at https://www.dfs.ny.gov/system/files/documents /2023/12/2023_1tc_biennia 1 report 20231222.pdf; NYS Department of Taxation and Finance, Long Term Care Insurance: Looking Back and Thinking Ahead (June 7, 2023), at 1, available at https://www.dfs.ny.gov/system/ files/documents/2023/06/dfs_ltc_report_2 0230607.pdf 6 NYS Senate Committees on Aging, Health, and Labor, Addressing the Crisis in the Long-term Care Workforce (July 27, 2021) at 4, available at https://www.nysenate.gov/sites/default/files/ article/attachment/1ong-term_care workforce_hearing_report_2021.pdf 7 Id at 8 (As many as 10% of family caregivers leave the workforce in order to provide care at some point in their careers. An AARP report estimated that in 2017 there were 2.5 million unpaid caregivers in the state.) 8 Adrienne A. Harris, Superintendent, NYS Department of Taxation and Finance, Report to the Governor and Legislature on Long Term Care Health Insurance Plans (Dec. 2022), available at https://www.dfs.ny.gov/system/files/ documents/2023/12/20231t cbiennia 1_report_20231222.pdf 9 Federal Interagency Task Force on Long-Term Care Insurance, Long-Term Care Insurance: Recommendations for Improvement of Regulation, U.S. Dep't of the Treasury (August 2020), at 3, 14, available at https://home.treasury.gov/system/files/136/Report- Federal-Interagency Task-Force-Long-Term-Care-Insurance.pdf 10 Id at 15.
2023-S8462 (ACTIVE) - Bill Text download pdf
S T A T E O F N E W Y O R K
________________________________________________________________________
8462
I N S E N A T E
January 31, 2024
___________
Introduced by Sens. MAYER, MAY -- read twice and ordered printed, and
when printed to be committed to the Committee on Health
AN ACT to amend the public health law, the state finance law and the tax
law, in relation to enacting the "New York long term care trust act"
and establishing the New York long term care trust program
THE PEOPLE OF THE STATE OF NEW YORK, REPRESENTED IN SENATE AND ASSEM-
BLY, DO ENACT AS FOLLOWS:
Section 1. Short title. This act shall be known and may be cited as
the "New York long term care trust act".
§ 2. The public health law is amended by adding a new article 36-B to
read as follows:
ARTICLE 36-B
NEW YORK LONG TERM CARE TRUST PROGRAM
SECTION 3670. DEFINITIONS.
3671. PROGRAM ESTABLISHED.
3672. LONG TERM CARE TRUST COMMISSION.
3673. LONG TERM CARE TRUST ADVISORY PANEL.
3674. QUALIFIED INDIVIDUALS; DETERMINATION.
3675. ELIGIBLE BENEFICIARIES; DETERMINATION.
3676. REIMBURSEMENT FOR SERVICES AND SUPPORTS.
3677. INDIVIDUAL PREMIUM CONTRIBUTIONS.
3678. APPEALS AND APPEAL HEARINGS.
3679. WAIVERS.
§ 3670. DEFINITIONS. AS USED IN THIS ARTICLE, THE FOLLOWING TERMS
SHALL HAVE THE FOLLOWING MEANINGS, UNLESS THE CONTEXT CLEARLY REQUIRES
OTHERWISE:
1. "FUND" MEANS THE LONG TERM CARE TRUST FUND ESTABLISHED PURSUANT TO
SECTION NINETY-NINE-RR OF THE STATE FINANCE LAW.
2. "APPROVED SERVICE" MEANS LONG TERM CARE SERVICES AND SUPPORTS
INCLUDING, BUT NOT LIMITED TO:
(A) ADULT DAY SERVICES;
(B) CARE TRANSITION COORDINATION;
(C) MEMORY CARE;
(D) ADAPTIVE EQUIPMENT AND TECHNOLOGY;
EXPLANATION--Matter in ITALICS (underscored) is new; matter in brackets
[ ] is old law to be omitted.
LBD13731-02-4 S. 8462 2 (E) ENVIRONMENTAL MODIFICATION; (F) PERSONAL EMERGENCY RESPONSE SYSTEM; (G) HOME SAFETY EVALUATION; (H) RESPITE FOR FAMILY CAREGIVERS; (I) HOME DELIVERED MEALS; (J) TRANSPORTATION; (K) DEMENTIA SUPPORTS; (L) EDUCATION AND CONSULTATION; (M) ELIGIBLE RELATIVE CARE; (N) PROFESSIONAL SERVICES; (O) SERVICES THAT ASSIST PAID AND UNPAID FAMILY MEMBERS CARING FOR ELIGIBLE INDIVIDUALS, INCLUDING TRAINING FOR INFORMAL CAREGIVERS AND OTHER INDIVIDUALS PROVIDING CARE WHO ARE NOT OTHERWISE EMPLOYED AS LONG TERM CARE WORKERS UNDER SECTION THIRTY-SIX HUNDRED FOURTEEN OF THIS CHAPTER; (P) HOME CARE SERVICES AS DEFINED IN SECTION THIRTY-SIX HUNDRED TWO OF THIS CHAPTER; (Q) ASSISTED LIVING SERVICES; (R) ADULT FAMILY HOME SERVICES; (S) NURSING HOME SERVICES; AND (T) ANY OTHER LONG TERM CARE SERVICES AS DEFINED IN PARAGRAPH (B) OF SUBDIVISION ONE OF SECTION THREE HUNDRED SIXTY-SEVEN-F OF THE SOCIAL SERVICES LAW OR OTHERWISE DESIGNATED AS SUCH IN LAW OR REGULATIONS BY THE DEPARTMENT. 3. "BENEFIT UNIT" MEANS THE MAXIMUM DAILY BENEFIT THE DEPARTMENT IS AUTHORIZED TO PAY A LONG TERM CARE SERVICES AND SUPPORTS PROVIDER AS REIMBURSEMENT FOR PROVIDING AN APPROVED SERVICE OR SERVICES TO AN ELIGI- BLE BENEFICIARY, WHICH AMOUNT SHALL INITIALLY BE ONE HUNDRED DOLLARS, AND WHICH SHALL BE ADJUSTED ANNUALLY BY THE ADVISORY PANEL IN ACCORDANCE WITH THE PROVISIONS OF SECTION THIRTY-SIX HUNDRED SEVENTY-THREE OF THIS ARTICLE. 4. "COMMISSION" MEANS THE LONG TERM CARE TRUST COMMISSION ESTABLISHED PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-TWO OF THIS ARTICLE. 5. "ADVISORY PANEL" OR "PANEL" MEANS THE LONG TERM CARE TRUST ADVISORY PANEL ESTABLISHED PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-THREE OF THIS ARTICLE. 6. "ELIGIBLE BENEFICIARY" MEANS A QUALIFIED INDIVIDUAL AS DEFINED IN SUBDIVISION SIXTEEN OF THIS SECTION WHO: (A) WAS NOT DISABLED BEFORE THE AGE OF EIGHTEEN; (B) HAS BEEN ASSESSED BY THE DEPARTMENT AS NEEDING THE MINIMUM LEVEL OF ASSISTANCE WITH ACTIVITIES OF DAILY LIVING NECESSARY TO RECEIVE BENE- FITS PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-FIVE OF THIS ARTI- CLE; (C) HAS NOT EXHAUSTED THE LIFETIME BENEFIT LIMIT AS DEFINED IN SUBDI- VISION ELEVEN OF THIS SECTION; AND (D) DOES NOT HAVE IN EFFECT AN EXEMPTION GRANTED PURSUANT TO SUBDIVI- SION SIX OF SECTION THIRTY-SIX HUNDRED SEVENTY-SEVEN OF THIS ARTICLE. 7. "EMPLOYEE" MEANS ANY PERSON ENGAGED IN EMPLOYMENT AS SUCH TERM IS DEFINED IN SECTION FIVE HUNDRED ELEVEN OF THE LABOR LAW. 8. "EMPLOYER" SHALL HAVE THE SAME MEANING AS DEFINED IN SECTION FIVE HUNDRED TWELVE OF THE LABOR LAW. 9. "EMPLOYMENT" SHALL HAVE THE SAME MEANING AS DEFINED IN SECTION FIVE HUNDRED ELEVEN OF THE LABOR LAW. 10. "LONG TERM CARE SERVICES AND SUPPORTS PROVIDER" OR "LONG TERM CARE PROVIDER" MEANS AN INDIVIDUAL OR ENTITY AUTHORIZED TO PROVIDE LONG TERM CARE SERVICES AS DEFINED IN PARAGRAPH (B) OF SUBDIVISION ONE OF SECTION S. 8462 3 THREE HUNDRED SIXTY-SEVEN-F OF THE SOCIAL SERVICES LAW, INCLUDING BUT NOT LIMITED TO A NURSING FACILITY LICENSED UNDER ARTICLE TWENTY-EIGHT OF THIS CHAPTER; A HOME CARE SERVICES AGENCY, CERTIFIED HOME HEALTH AGENCY OR LONG TERM HOME HEALTH CARE PROGRAM, AS DEFINED IN SECTION THIRTY-SIX HUNDRED TWO OF THIS CHAPTER; AN ADULT DAY HEALTH CARE PROGRAM IN ACCORD- ANCE WITH REGULATIONS OF THE DEPARTMENT; A HOME CARE SERVICES WORKER AS DEFINED IN SECTION THIRTY-SIX HUNDRED THIRTEEN OF THIS CHAPTER; A PERSONAL CARE PROVIDER LICENSED OR QUALIFIED TO PROVIDE SERVICES IN THIS STATE OR IN ANY OTHER STATE OR LOCAL AGENCY; A QUALIFIED FAMILY MEMBER AS DEFINED IN SUBDIVISION FIFTEEN OF THIS SECTION, AND SUCH OTHER INDI- VIDUALS OR ENTITIES THAT ARE AUTHORIZED BY LAW OR REGULATIONS OF THIS STATE OR ANY OTHER STATE OR LOCAL AGENCY TO PROVIDE SUCH SERVICES. 11. "LIFETIME BENEFIT LIMIT", OR "LIFETIME LIMIT" MEANS THE DOLLAR EQUIVALENT OF THREE HUNDRED SIXTY-FIVE BENEFIT UNITS PAID BY THE DEPART- MENT ON BEHALF OF AN ELIGIBLE BENEFICIARY OVER THE COURSE OF SUCH ELIGI- BLE INDIVIDUAL'S LIFETIME. 12. "PREMIUM CONTRIBUTIONS" OR "PREMIUMS" MEANS THE PAYMENTS AN EMPLOYEE OR SELF-EMPLOYED INDIVIDUAL IS REQUIRED TO CONTRIBUTE TO THE PROGRAM PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-SEVEN OF THIS ARTICLE. 13. "PRIVATE LONG TERM CARE INSURANCE COVERAGE" MEANS A CONTRACT FOR INSURANCE WHICH MEETS THE REQUIREMENTS OF SECTION ONE THOUSAND ONE HUNDRED SEVENTEEN OF THE INSURANCE LAW. 14. "PROGRAM" MEANS THE NEW YORK LONG TERM CARE TRUST PROGRAM ESTAB- LISHED PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-ONE OF THIS ARTI- CLE. 15. "QUALIFIED FAMILY MEMBER" MEANS A RELATIVE OF AN ELIGIBLE BENEFI- CIARY WHO MEETS THE EDUCATIONAL OR TRAINING REQUIREMENTS ESTABLISHED BY THE DEPARTMENT OR THE EDUCATION DEPARTMENT FOR PROVIDING LONG TERM CARE SERVICES AND SUPPORTS AND IS AUTHORIZED BY LAW OR REGULATION TO RECEIVE PAYMENTS FROM THE STATE. 16. (A) "QUALIFIED INDIVIDUAL" MEANS AN INDIVIDUAL WHO: (I) IS AGE EIGHTEEN OR OLDER; AND (II) HAS PAID PREMIUM CONTRIBUTIONS PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-SEVEN OF THIS ARTICLE FOR A PERIOD EQUIVALENT TO EITHER: (1) A TOTAL OF TEN YEARS DURING THE COURSE OF SUCH INDIVIDUAL'S LIFE- TIME; (2) A TOTAL OF THREE YEARS WITHIN THE SIX YEARS IMMEDIATELY PRECEDING SUCH INDIVIDUAL'S APPLICATION FOR BENEFITS UNDER SECTION THIRTY-SIX HUNDRED SEVENTY-FIVE OF THIS ARTICLE; OR (3) IF THE INDIVIDUAL WAS BORN BEFORE JANUARY FIRST, NINETEEN HUNDRED SEVENTY-TWO, AT LEAST ONE YEAR. SUCH INDIVIDUAL MAY RECEIVE ONE-TENTH OF THE MAXIMUM NUMBER OF BENEFIT UNITS AVAILABLE UNDER SECTION THIRTY-SIX HUNDRED SEVENTY-FIVE OF THIS ARTICLE FOR EACH YEAR OF PREMIUM PAYMENTS. NOTHING IN THIS CLAUSE SHALL PROHIBIT AN INDIVIDUAL BORN BEFORE JANUARY FIRST, NINETEEN HUNDRED SEVENTY-TWO, WHO MEETS THE CONDITIONS OF CLAUSE TWO OF THIS SUBPARAGRAPH, FROM RECEIVING THE MAXIMUM NUMBER OF BENEFIT UNITS AVAILABLE UNDER SECTION THIRTY-SIX HUNDRED SEVENTY-FIVE OF THIS ARTICLE. (B) FOR THE PURPOSES OF PARAGRAPH (A) OF THIS SUBDIVISION, A "YEAR" SHALL EQUAL NO LESS THAN FIVE HUNDRED HOURS OF PAID WORK. 17. "WAGES" MEANS ALL REMUNERATION PAID BY AN EMPLOYER TO AN EMPLOYEE WITH RESPECT TO EMPLOYMENT DURING ANY CALENDAR YEAR. § 3671. PROGRAM ESTABLISHED. 1. THERE IS HEREBY ESTABLISHED THE "NEW YORK LONG TERM CARE TRUST PROGRAM" TO PROVIDE LONG TERM CARE SERVICES AND SUPPORTS BENEFITS FOR ELIGIBLE BENEFICIARIES REGARDLESS OF INCOME OR S. 8462 4 RESOURCES IN ACCORDANCE WITH THE PROVISIONS OF THIS ARTICLE. THE DEPARTMENT SHALL IMPLEMENT AND ADMINISTER SUCH PROGRAM IN COORDINATION WITH THE OFFICE OF TEMPORARY AND DISABILITY ASSISTANCE, THE OFFICE OF MENTAL HEALTH, THE STATE OFFICE FOR THE AGING, THE COMPTROLLER, THE DEPARTMENT OF TAXATION AND FINANCE AND THE DEPARTMENT OF LABOR AS SET FORTH IN THIS SECTION. 2. THE DEPARTMENT SHALL: (A) RECEIVE APPLICATIONS FOR BENEFITS AND PERFORM INITIAL AND CONTINU- ING ELIGIBILITY DETERMINATIONS FOR LONG TERM CARE SERVICES AND SUPPORTS BENEFITS IN ACCORDANCE WITH SECTION THIRTY-SIX HUNDRED SEVENTY-FIVE OF THIS ARTICLE; (B) MONITOR THE USE OF BENEFIT UNITS BY EACH ELIGIBLE BENEFICIARY TO VERIFY THAT SUCH INDIVIDUAL'S LIFETIME BENEFIT LIMIT HAS NOT BEEN EXHAUSTED; (C) ESTABLISH AND MAINTAIN STANDARDS FOR ALL LONG TERM CARE SERVICES AND SUPPORTS PROVIDED PURSUANT TO THIS ARTICLE; (D) ESTABLISH REQUIREMENTS FOR A UNIFORM SYSTEM OF AUDITS AND REPORTS TO REVIEW THE QUALITY AND AVAILABILITY OF LONG TERM CARE SERVICES AND SUPPORTS FURNISHED PURSUANT TO THIS ARTICLE TO ENSURE THAT THE PROGRAM IS ADMINISTERED IN THE BEST INTERESTS OF PROGRAM BENEFICIARIES; (E) ESTABLISH SCHEDULES OF RATES, PAYMENTS, REIMBURSEMENTS AND OTHER CHARGES AND STANDARDS AND PROCEDURES RELATING TO PAYMENTS OF BENEFITS TO REGISTERED LONG TERM CARE SERVICES AND SUPPORTS PROVIDERS PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-SIX OF THIS ARTICLE; INCLUDING PROCE- DURES FOR AUDITING PAYMENTS AND RECOUPMENT OF IMPROPER PAYMENTS; (F) ESTABLISH PLANS FOR THE COORDINATION OF LONG TERM CARE SERVICES AND SUPPORTS BENEFITS UNDER THIS ARTICLE FOR ELIGIBLE BENEFICIARIES WHO ARE FUNDED THROUGH MEDICAID OR RECEIVING OTHER LONG TERM CARE SERVICES AND SUPPORTS, INCLUDING THROUGH MEDICARE, PRIVATE LONG TERM CARE INSUR- ANCE COVERAGE, OR OTHER PROGRAMS; (G) ESTABLISH STANDARDS AND PROCEDURES RELATING TO CONTRACTUAL ARRANGEMENTS BETWEEN LONG TERM CARE PROVIDERS AND THE DEPARTMENT; (H) DEVELOP AND MAINTAIN A REGISTRY OF LONG TERM CARE SERVICES AND SUPPORTS PROVIDERS THAT MEET THE MINIMUM QUALIFICATIONS ESTABLISHED BY THE COMMISSION PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-TWO OF THIS ARTICLE, IN ACCORDANCE WITH SUBDIVISION THREE OF SECTION THIRTY-SIX HUNDRED SEVENTY-SIX OF THIS ARTICLE; AND (I) PROVIDE CONSULTATIVE SERVICES TO LONG TERM CARE PROVIDERS IN ORDER TO ASSIST THEM: TO QUALIFY FOR PAYMENTS UNDER THE PROVISIONS OF THIS ARTICLE; IN PROVIDING INFORMATION NEEDED TO DETERMINE SUCH PAYMENTS; AND IN ESTABLISHING AND MAINTAINING SUCH FISCAL RECORDS AS MAY BE NECESSARY FOR THE PROPER AND EFFICIENT ADMINISTRATION OF LONG TERM CARE SERVICES AND SUPPORTS. 3. ON OR BEFORE JANUARY FIRST, TWO THOUSAND TWENTY-SIX, THE DEPARTMENT SHALL, IN CONSULTATION WITH THE DEPARTMENT OF LABOR, THE COMPTROLLER, THE DEPARTMENT OF TAXATION AND FINANCE, THE STATE OFFICE FOR THE AGING, THE OFFICE OF TEMPORARY AND DISABILITY ASSISTANCE, AND ANY OTHER DEPART- MENT OR AGENCY IT DEEMS RELEVANT, DEVELOP AND MAINTAIN SUCH PROGRAMS AND PROCESSES AS SHALL BE NECESSARY TO DETERMINE AND KEEP RECORDS REGARDING THE APPLICABILITY OF PREMIUM CONTRIBUTION REQUIREMENTS OF SECTION THIR- TY-SIX HUNDRED SEVENTY-SEVEN OF THIS ARTICLE TO EMPLOYEES AND SELF-EM- PLOYED INDIVIDUALS. THE DEPARTMENT SHALL THEREAFTER MONITOR INDIVIDUAL PREMIUM CONTRIBUTIONS AND MAKE ELIGIBILITY DETERMINATIONS PURSUANT TO SECTIONS THIRTY-SIX HUNDRED SEVENTY-FOUR AND THIRTY-SIX HUNDRED SEVEN- TY-FIVE OF THIS ARTICLE. S. 8462 5 § 3672. LONG TERM CARE TRUST COMMISSION. 1. THE LONG TERM CARE TRUST COMMISSION IS HEREBY ESTABLISHED TO MAKE RECOMMENDATIONS TO ALL RELEVANT DEPARTMENTS AND AGENCIES TO ENSURE THE ADEQUACY OF BENEFITS PROVIDED UNDER THE PROGRAM AND TO MAINTAIN THE SOLVENCY AND SUSTAINABILITY OF THE FUND. 2. THE COMMISSION SHALL CONSIST OF A TOTAL OF TWENTY-SEVEN MEMBERS AS FOLLOWS: (A) TWELVE VOTING MEMBERS REPRESENTING THE LEGISLATURE AND THE FOLLOW- ING DEPARTMENTS, AGENCIES OR OFFICES: (I) TWO MEMBERS APPOINTED BY THE SPEAKER OF THE ASSEMBLY; (II) TWO MEMBERS APPOINTED BY THE TEMPORARY PRESIDENT OF THE SENATE; (III) ONE MEMBER APPOINTED BY THE MINORITY LEADER OF THE ASSEMBLY; (IV) ONE MEMBER APPOINTED BY THE MINORITY LEADER OF THE SENATE; (V) THE COMMISSIONER OF THE DEPARTMENT OF HEALTH, OR SUCH COMMISSION- ER'S DESIGNEE; (VI) THE STATE COMMISSIONER OF THE OFFICE OF TEMPORARY AND DISABILITY ASSISTANCE, OR SUCH COMMISSIONER'S DESIGNEE; (VII) THE DIRECTOR OF THE STATE OFFICE FOR THE AGING, OR SUCH DIREC- TOR'S DESIGNEE; (VIII) THE COMMISSIONER OF TAXATION AND FINANCE, OR SUCH COMMISSION- ER'S DESIGNEE; (IX) THE COMMISSIONER OF MENTAL HEALTH, OR SUCH COMMISSIONER'S DESIG- NEE; (X) THE COMMISSIONER OF THE OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISA- BILITIES, OR SUCH COMMISSIONER'S DESIGNEE; (B) FIVE NONVOTING MEMBERS REPRESENTING THE FOLLOWING DEPARTMENTS, AGENCIES OR OFFICES: (I) THE COMMISSIONER OF ADDICTION SERVICES AND SUPPORTS, OR SUCH COMMISSIONER'S DESIGNEE; (II) THE STATE LONG TERM CARE OMBUDSMAN, OR SUCH OMBUDSMAN'S DESIGNEE; (III) THE COMMISSIONER OF THE DEPARTMENT OF LABOR, OR SUCH COMMISSION- ER'S DESIGNEE; (IV) THE SUPERINTENDENT OF FINANCIAL SERVICES, OR SUCH SUPERINTEN- DENT'S DESIGNEE; (V) THE COMPTROLLER OR THE COMPTROLLER'S DESIGNEE; AND (C) TEN MEMBERS TO BE APPOINTED BY THE GOVERNOR, ALL OF WHOM SHALL BE VOTING MEMBERS: (I) ONE OF WHOM SHALL BE A REPRESENTATIVE OF LOCAL PROGRAMS FOR AGING; (II) ONE OF WHOM SHALL BE A REPRESENTATIVE OF A HOME CARE ASSOCIATION THAT REPRESENTS CAREGIVERS THAT PROVIDE SERVICES TO PRIVATE PAY AND MEDICAID CLIENTS; (III) ONE OF WHOM SHALL BE A REPRESENTATIVE OF A UNION REPRESENTING LONG TERM CARE WORKERS; (IV) ONE OF WHOM SHALL BE A REPRESENTATIVE OF AN ORGANIZATION REPRES- ENTING RETIRED PERSONS; (V) ONE OF WHOM SHALL BE A REPRESENTATIVE OF AN ASSOCIATION REPRESENT- ING SKILLED NURSING FACILITIES AND ASSISTED LIVING PROVIDERS; (VI) ONE OF WHOM SHALL BE A REPRESENTATIVE OF AN ASSOCIATION REPRES- ENTING ADULT FAMILY HOME PROVIDERS; (VII) TWO OF WHOM SHALL BE INDIVIDUALS RECEIVING LONG TERM CARE SERVICES AND SUPPORTS, OR THEIR DESIGNEES, OR REPRESENTATIVES OF CONSUM- ERS RECEIVING LONG TERM CARE SERVICES AND SUPPORTS UNDER THE PROGRAM; (VIII) ONE OF WHOM SHALL BE AN INDIVIDUAL WHO IS PAYING THE PREMIUM ESTABLISHED UNDER SECTION THIRTY-SIX HUNDRED SEVENTY-SEVEN OF THIS ARTI- CLE, OR, PRIOR TO SUCH SECTION BECOMING EFFECTIVE, WILL PAY SUCH PREMI- S. 8462 6 UM, AND WHO IS NOT EMPLOYED BY A LONG TERM CARE SERVICES AND SUPPORTS PROVIDER; AND (IX) ONE OF WHOM SHALL BE A REPRESENTATIVE OF AN ORGANIZATION OF EMPLOYERS WHOSE MEMBERS ARE REQUIRED TO COLLECT THE PREMIUM ESTABLISHED UNDER SECTION THIRTY-SIX HUNDRED SEVENTY-SEVEN OF THIS ARTICLE, OR PRIOR TO SUCH SECTION BECOMING EFFECTIVE, WILL BE REQUIRED TO COLLECT SUCH PREMIUM. 3. EACH APPOINTED MEMBER SHALL SERVE FOR A TERM OF TWO YEARS, PROVIDED, HOWEVER THAT THE INITIAL MEMBERS APPOINTED PURSUANT TO PARA- GRAPH (C) OF SUBDIVISION TWO OF THIS SECTION SHALL BE APPOINTED TO STAG- GERED TERMS NOT TO EXCEED FOUR YEARS. INITIAL APPOINTMENTS TO THE COMMISSION SHALL BE MADE NO LATER THAN SIXTY DAYS AFTER THE EFFECTIVE DATE OF THIS SECTION. 4. THE COMMISSIONER, OR SUCH COMMISSIONER'S DESIGNEE, SHALL SERVE AS CHAIR OF THE COMMISSION. MEETINGS OF THE COMMISSION SHALL BE AT THE CALL OF THE CHAIR, PROVIDED, HOWEVER, THAT THE INITIAL MEETING OF THE COMMIS- SION SHALL BE HELD NO LATER THAN THIRTY DAYS AFTER INITIAL APPOINTMENTS ARE MADE PURSUANT TO SUBDIVISION TWO OF THIS SECTION. A MAJORITY OF THE VOTING MEMBERS SHALL CONSTITUTE A QUORUM OF THE COMMISSION, AND THE AFFIRMATIVE VOTE OF SIXTY PERCENT OF THE MEMBERS VOTING SHALL BE NECES- SARY FOR ANY ACTION TO BE TAKEN BY THE COMMISSION. NOTWITHSTANDING ANY CONTRARY PROVISION OF THIS SECTION, A MAJORITY OF THE MEMBERS IDENTIFIED IN PARAGRAPH (C) OF SUBDIVISION TWO OF THIS SECTION SHALL CONSTITUTE A QUORUM FOR THE PURPOSES OF APPROVING THE ANNUAL REPORT REQUIRED UNDER SUBDIVISION EIGHT OF THIS SECTION. 5. THE COMMISSION SHALL ESTABLISH AN INVESTMENT STRATEGY SUBCOMMITTEE WHICH SHALL CONSIST OF: (A) THE MEMBERS IDENTIFIED IN PARAGRAPHS (A) AND (B) OF SUBDIVISION TWO OF THIS SECTION, WHO SHALL SERVE AS VOTING MEMBERS OF THE SUBCOMMIT- TEE; AND (B) FOUR NONVOTING ADVISORS TO BE APPOINTED BY THE GOVERNOR, ALL OF WHOM SHALL BE CHOSEN FOR THEIR EXPERIENCE AND QUALIFICATIONS IN THE FIELD OF INVESTMENT AND WHO ARE NOT MEMBERS OF THE COMMISSION. (C) THE SUBCOMMITTEE SHALL PROVIDE GUIDANCE AND ADVICE TO THE COMP- TROLLER ON INVESTMENT STRATEGIES FOR THE FUND, INCLUDING SEEKING COUNSEL AND ADVICE ON THE TYPES OF INVESTMENTS THAT ARE CONSTITUTIONALLY PERMIT- TED. 6. MEMBERS OF THE COMMISSION AND THE SUBCOMMITTEE ESTABLISHED IN SUBDIVISION FIVE OF THIS SECTION SHALL SERVE WITHOUT COMPENSATION BUT SHALL BE REIMBURSED FOR REASONABLE AND NECESSARY EXPENSES INCURRED IN THE PERFORMANCE OF THEIR DUTIES. THE COMMISSION MAY EMPLOY STAFF AS NEEDED, PRESCRIBE THEIR DUTIES, AND FIX THEIR COMPENSATION WITHIN AMOUNTS APPROPRIATED FOR THE COMMISSION. 7. THE COMMISSION SHALL HOLD ITS FIRST MEETING NO LATER THAN THIRTY DAYS AFTER INITIAL APPOINTMENTS HAVE BEEN MADE PURSUANT TO SUBDIVISION THREE OF THIS SECTION AND SHALL IMMEDIATELY BEGIN DEVELOPMENT OF PROPOSALS FOR THE IMPLEMENTATION AND EVENTUAL OPERATION OF THE PROGRAM. THE COMMISSION SHALL EXAMINE THE LAWS AND REGULATIONS OF THE STATE AND CONSULT WITH HEALTH CARE PROVIDERS, CONSUMERS, AND OTHER STAKEHOLDERS AND MAKE SUCH RECOMMENDATIONS AS ARE NECESSARY TO CONFORM THE LAWS AND REGULATIONS OF THE STATE WITH THE PURPOSES OF THIS ARTICLE, INCLUDING, BUT NOT LIMITED TO: (A) THE ESTABLISHMENT OF PROCEDURES TO BE USED BY THE DEPARTMENT IN DETERMINING IF AN INDIVIDUAL IS: (I) A QUALIFIED INDIVIDUAL UNDER SECTION THIRTY-SIX HUNDRED SEVENTY- FOUR OF THIS ARTICLE; AND S. 8462 7 (II) AN ELIGIBLE BENEFICIARY UNDER SECTION THIRTY-SIX HUNDRED SEVEN- TY-FIVE OF THIS ARTICLE; (B) THE ESTABLISHMENT OF MINIMUM QUALIFICATIONS FOR THE REGISTRATION OF LONG TERM CARE SERVICES AND SUPPORTS PROVIDERS WITH THE DEPARTMENT PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-ONE OF THIS ARTICLE; (C) THE ESTABLISHMENT OF MAXIMUM ALLOWABLE PAYMENTS FOR APPROVED SERVICES, IN CONSULTATION WITH AFFECTED STAKEHOLDERS, WHICH (I) SHALL NOT BE LOWER THAN MEDICAID PAYMENTS FOR COMPARABLE SERVICES, INCLUDING LIMITATIONS BASED ON DOLLAR AMOUNT, DURATION, OR NUMBER OF VISITS AND (II) SHALL BE SUFFICIENT TO ENSURE THAT LONG TERM CARE PROVIDERS WHO ARE INDIVIDUALS RECEIVE AT LEAST THE GREATER OF (1) ONE HUNDRED FIFTY PERCENT OF THE MINIMUM WAGE REQUIRED UNDER SECTION SIX HUNDRED FIFTY-TWO OF THE LABOR LAW OR ANY OTHERWISE APPLICABLE WAGE RULE OR ORDER UNDER ARTICLE NINETEEN OF THE LABOR LAW WHICH IS OTHERWISE APPLICABLE FOR HOME CARE AIDES AS DEFINED IN SECTION THIRTY-SIX HUNDRED FOURTEEN-C OF THIS CHAPTER, OR (2) THE WAGE OTHERWISE REQUIRED BY LAW TO BE PAID TO HOME CARE AIDES AS DEFINED IN SECTION THIRTY-SIX HUNDRED FOURTEEN-C OF THIS CHAPTER; (D) RECOMMENDATIONS TO THE ADVISORY PANEL FOR THE ANNUAL ADJUSTMENT OF THE BENEFIT UNIT IN ACCORDANCE WITH SECTIONS THIRTY-SIX HUNDRED SEVENTY AND THIRTY-SIX HUNDRED SEVENTY-THREE OF THIS ARTICLE; AND (E) RECOMMENDATIONS AS TO THE ADOPTION, AMENDMENT OR REPEAL OF ANY RULES, REGULATIONS OR POLICIES THE COMMISSION DEEMS NECESSARY TO IMPROVE THE OPERATION OF THE PROGRAM AND MAINTAIN SOLVENCY. 8. THE COMMISSION SHALL MONITOR AGENCY ADMINISTRATIVE EXPENSES OVER TIME. (A) BEGINNING ON NOVEMBER FIFTEENTH, TWO THOUSAND TWENTY-FIVE, AND ANNUALLY THEREAFTER, THE COMMISSION SHALL, IN CONSULTATION WITH THE COMPTROLLER, SUBMIT AN ACTUARIAL REPORT TO THE GOVERNOR AND TO THE CHAIRS OF THE SENATE FINANCE COMMITTEE AND THE ASSEMBLY WAYS AND MEANS COMMITTEE. SUCH REPORT SHALL INCLUDE AN ACTUARIAL REPORT OF THE PROJECTED SOLVENCY AND FINANCIAL STATUS OF THE PROGRAM, ANTICIPATED AGENCY SPENDING AND ANTICIPATED ADMINISTRATIVE EXPENSES IN THE IMPLEMEN- TATION AND INITIAL OPERATION OF THE PROGRAM. (B) FOR THE ANNUAL REPORT DUE ON NOVEMBER FIFTEENTH OF THE YEAR BEGIN- NING FIVE YEARS AFTER THE EFFECTIVE DATE OF THIS ARTICLE, THE COMMISSION SHALL INCLUDE ITS RECOMMENDATIONS FOR A METHOD OF CALCULATING FUTURE AGENCY ADMINISTRATIVE EXPENSES TO LIMIT SUCH EXPENSES WHILE PROVIDING SUFFICIENT FUNDS TO ADEQUATELY OPERATE THE PROGRAM. 9. BEGINNING ON DECEMBER THIRTY-FIRST, TWO THOUSAND THIRTY, AND ANNU- ALLY THEREAFTER, THE COMMISSION SHALL SUBMIT A REPORT TO THE LEGISLATURE ON THE PROGRAM, WHICH SHALL INCLUDE BUT NOT BE LIMITED TO THE FOLLOWING: (A) PROJECTED AND ACTUAL PROGRAM PARTICIPATION; (B) ADEQUACY OF PREMIUM RATES; (C) FUND BALANCES; (D) BENEFITS PAID; (E) DEMOGRAPHIC INFORMATION ON PROGRAM PARTICIPANTS, INCLUDING AGE, GENDER, RACE, ETHNICITY, GEOGRAPHIC DISTRIBUTION BY COUNTY, LEGISLATIVE DISTRICT, AND EMPLOYMENT SECTOR; AND (F) THE EXTENT TO WHICH THE OPERATION OF THE PROGRAM HAS RESULTED IN SAVINGS TO THE MEDICAID PROGRAM BY AVOIDING COSTS THAT WOULD HAVE OTHER- WISE BEEN THE RESPONSIBILITY OF THE STATE. § 3673. LONG TERM CARE TRUST ADVISORY PANEL. 1. THE LONG TERM CARE TRUST ADVISORY PANEL IS HEREBY ESTABLISHED. THE ADVISORY PANEL SHALL CONSIST OF EACH OF THE MEMBERS OF THE COMMISSION IDENTIFIED IN PARA- S. 8462 8 GRAPHS (A) AND (B) OF SUBDIVISION TWO OF SECTION THIRTY-SIX HUNDRED SEVENTY-TWO OF THIS ARTICLE, ALL OF WHOM SHALL BE VOTING MEMBERS. 2. IT SHALL BE THE DUTY OF THE ADVISORY PANEL TO: (A) DETERMINE ANNUAL ADJUSTMENTS TO THE BENEFIT UNIT AS DEFINED IN SUBDIVISION THREE OF SECTION THIRTY-SIX HUNDRED SEVENTY OF THIS ARTICLE; (B) REVIEW THE ADEQUACY OF BENEFITS PROVIDED UNDER THIS ARTICLE; AND (C) MAKE RECOMMENDATIONS TO THE COMMISSION TO ENSURE THE SOLVENCY OF THE TRUST FUND. 3. THE COMPTROLLER, OR THE COMPTROLLER'S DESIGNEE, SHALL SERVE AS CHAIR OF THE ADVISORY PANEL. THE ADVISORY PANEL SHALL MEET AT LEAST ONCE ANNUALLY TO DETERMINE ADJUSTMENTS TO THE BENEFIT UNIT. ADDITIONAL MEET- INGS OF THE ADVISORY PANEL SHALL BE AT THE CALL OF THE CHAIR. A MAJORITY OF THE VOTING MEMBERS OF THE ADVISORY PANEL SHALL CONSTITUTE A QUORUM OF THE PANEL, AND THE AFFIRMATIVE VOTE OF SIXTY PERCENT OF THE PANEL MEMBERS VOTING SHALL BE NECESSARY FOR ANY ACTION TO BE TAKEN BY THE ADVISORY PANEL. THE ADVISORY PANEL MAY ADOPT RULES FOR THE CONDUCT OF MEETINGS, INCLUDING PROVISIONS FOR MEETINGS AND VOTING TO BE CONDUCTED BY TELEPHONIC, VIDEO, OR OTHER CONFERENCING PROCESS IN ACCORDANCE WITH ALL RELEVANT PROVISIONS OF ARTICLE SEVEN OF THE PUBLIC OFFICERS LAW. 4. (A) IN DETERMINING ADJUSTMENTS TO THE BENEFIT UNIT, THE ADVISORY PANEL SHALL REVIEW THE COMMISSION'S ACTUARIAL AUDIT AND VALUATION OF THE TRUST ACCOUNT, ANY RECOMMENDATIONS BY THE COMMISSION, AND DATA PERTAIN- ING TO ECONOMIC INDICATORS, PROGRAM COSTS, AND SUSTAINABILITY. SUCH DATA SHALL INCLUDE, WITHOUT LIMITATION, DATA REGARDING INFLATION, REGIONAL DIFFERENCES IN COSTS OF LIVING AND COSTS OF LONG TERM CARE SERVICES AND SUPPORTS, AND WAGES OF INDIVIDUALS WHO ARE LONG TERM CARE SERVICES AND SUPPORTS PROVIDERS. (B) THE ADVISORY PANEL MAY, TO THE EXTENT THE PANEL DEEMS APPROPRIATE, DETERMINE THAT ADJUSTMENTS TO THE BENEFIT UNIT SHALL VARY BY REGION IN THE EVENT THAT SUCH A DETERMINATION IS NECESSARY TO ACCOMPLISH THE PURPOSES OF THIS ARTICLE. (C) IN THE ABSENCE OF THE REQUIRED VOTE NECESSARY TO TAKE ACTION TO ADJUST THE BENEFIT UNIT PRIOR TO NOVEMBER FIFTEENTH, THE ADVISORY PANEL SHALL ADJUST SUCH BENEFIT UNIT FOR THE SUCCEEDING YEAR AS OF JANUARY FIRST OF SUCH YEAR AS NECESSARY TO REFLECT ANY CHANGE IN THE "CURRENT COST OF LIVING INDEX FIGURE" BASED UPON THE CONSUMER PRICE INDEX AS ISSUED BY THE BUREAU OF LABOR STATISTICS OF THE UNITED STATES DEPART- MENT OF LABOR SINCE NOVEMBER FIFTEENTH OF THE PRIOR YEAR. 5. THE MEMBERS OF THE ADVISORY PANEL SHALL RECEIVE NO COMPENSATION BUT SHALL BE REIMBURSED FOR TRAVEL AND OTHER EXPENSES ACTUALLY AND NECESSAR- ILY INCURRED IN THE PERFORMANCE OF THEIR DUTIES. § 3674. QUALIFIED INDIVIDUALS; DETERMINATION. 1. THE DEPARTMENT SHALL, IN COORDINATION WITH THE DEPARTMENT OF LABOR, THE COMPTROLLER, AND THE DEPARTMENT OF TAXATION AND FINANCE, DEVELOP AND MAINTAIN A RECORD OF ALL INDIVIDUALS SUBJECT TO THE PREMIUM REQUIREMENTS PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-SEVEN OF THIS ARTICLE. 2. NO LATER THAN JANUARY FIRST, TWO THOUSAND TWENTY-SIX, THE DEPART- MENT SHALL, IN ACCORDANCE WITH SUBDIVISION ONE OF THIS SECTION AND THE COOPERATIVE AGREEMENT ENTERED INTO PURSUANT TO SUBDIVISION SIX-C OF SECTION ONE HUNDRED SEVENTY-ONE-A OF THE TAX LAW, AS ADDED BY CHAPTER FIVE HUNDRED FORTY-FIVE OF THE LAWS OF NINETEEN HUNDRED SEVENTY-FIVE DEVELOP AND MAINTAIN A RECORD OF: (A) ALL INDIVIDUALS SUBJECT TO THE PREMIUM REQUIREMENTS OF SECTION THIRTY-SIX HUNDRED SEVENTY-SEVEN OF THIS ARTICLE; AND S. 8462 9 (B) EVERY EMPLOYER REQUIRED TO COLLECT AND REMIT PREMIUMS FROM EMPLOY- EE WAGES PURSUANT TO SUBDIVISION TWO OF SECTION THIRTY-SIX HUNDRED SEVENTY-SEVEN OF THIS ARTICLE. 3. THE DEPARTMENT SHALL MONITOR INDIVIDUAL PREMIUM CONTRIBUTIONS PAID AND INDIVIDUAL HOURS WORKED FOR THE PURPOSES OF DETERMINING AND VERIFY- ING WHETHER AN INDIVIDUAL IS A QUALIFIED INDIVIDUAL AS DEFINED IN SUBDI- VISION SIXTEEN OF SECTION THIRTY-SIX HUNDRED SEVENTY OF THIS ARTICLE. 4. THE DEPARTMENT SHALL, IN COOPERATION WITH THE DEPARTMENT OF LABOR, THE DEPARTMENT OF TAXATION AND FINANCE, AND THE COMPTROLLER, MONITOR COMPLIANCE BY EMPLOYERS SUBJECT TO THE COLLECTION AND REPORTING REQUIRE- MENTS SET FORTH IN SECTION THIRTY-SIX HUNDRED SEVENTY-SEVEN OF THIS ARTICLE, ARTICLE EIGHTEEN OF THE LABOR LAW, AND ARTICLES EIGHT AND TWEN- TY-TWO OF THE TAX LAW; AND COLLECT, MONITOR, MAINTAIN, AND DISPOSE OF ANY OTHER INFORMATION THAT THE DEPARTMENT, IN CONSULTATION WITH THE DEPARTMENT OF LABOR, THE COMPTROLLER, THE COMMISSIONER OF TAXATION AND FINANCE, AND THE COMMISSION, SHALL DEEM RELEVANT AND NECESSARY TO COMPLY WITH THE REPORTING, MONITORING, ADMINISTERING, OR EVALUATION RESPONSI- BILITIES REQUIRED PURSUANT TO THIS ARTICLE OR OTHERWISE NECESSARY TO ACCOMPLISH THE PURPOSES OF THIS ARTICLE. 5. THE DEPARTMENT, IN CONSULTATION WITH THE DEPARTMENT OF LABOR, THE COMPTROLLER, AND THE COMMISSIONER OF TAXATION AND FINANCE, SHALL ESTAB- LISH PROCEDURES TO MONITOR INDIVIDUAL PREMIUM CONTRIBUTIONS AND VERIFY BENEFIT ELIGIBILITY PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-FIVE OF THIS ARTICLE. 6. THE DEPARTMENT, IN CONSULTATION WITH THE DEPARTMENT OF LABOR, THE COMPTROLLER, AND THE COMMISSIONER OF TAXATION AND FINANCE, SHALL PUBLISH AND DISTRIBUTE EDUCATIONAL MATERIALS ABOUT THE PROGRAM TO INFORM EMPLOY- EES, EMPLOYERS AND MEMBERS OF THE PUBLIC OF THEIR RIGHTS AND OBLIGATIONS UNDER THIS ARTICLE AND THE BENEFITS AVAILABLE UNDER THE PROGRAM. § 3675. ELIGIBLE BENEFICIARIES; DETERMINATION. 1. BEGINNING ON JANUARY FIRST OF THE YEAR BEGINNING FIVE YEARS AFTER THE EFFECTIVE DATE OF THIS ARTICLE, AND THEREAFTER, APPROVED LONG TERM CARE SERVICES AND SUPPORTS BENEFITS SHALL BE AVAILABLE, WITHOUT REGARD TO INCOME OR RESOURCES, FOR ELIGIBLE BENEFICIARIES WHO ARE ASSESSED AS NEEDING ASSISTANCE WITH AT LEAST TWO ACTIVITIES OF DAILY LIVING BY THE DEPARTMENT IN ACCORDANCE WITH THE PROVISIONS OF THIS SECTION. 2. ANY QUALIFIED INDIVIDUAL, OR ANY PERSON AUTHORIZED BY LAW TO ACT ON BEHALF OF A QUALIFIED INDIVIDUAL, MAY APPLY FOR LONG TERM CARE BENEFITS PROVIDED UNDER THIS ARTICLE BY FILING AN APPLICATION THEREFOR WITH THE DEPARTMENT IN WRITING, BY TELEPHONE, ONLINE, OR BY ANY OTHER MANNER APPROVED BY THE COMMISSIONER FOR SUCH PURPOSE. 3. (A) UPON RECEIPT OF SUCH APPLICATION, THE DEPARTMENT OR ITS AGENT SHALL VERIFY THAT THE APPLICANT IS A QUALIFIED INDIVIDUAL AS DEFINED IN SUBDIVISION SIXTEEN OF SECTION THIRTY-SIX HUNDRED SEVENTY OF THIS ARTI- CLE, AND UPON SUCH VERIFICATION, SHALL PERFORM AN ELIGIBILITY DETERMI- NATION, WHICH SHALL INCLUDE AN ASSESSMENT OF WHETHER THE APPLICANT NEEDS ASSISTANCE WITH AT LEAST TWO ACTIVITIES OF DAILY LIVING, DEFINED AND DETERMINED BY USING AN EVIDENCE BASED VALIDATED ASSESSMENT INSTRUMENT APPROVED BY THE COMMISSIONER AND IN ACCORDANCE WITH REGULATIONS OF THE DEPARTMENT AND ANY APPLICABLE STATE AND FEDERAL LAWS BY AN INDEPENDENT ASSESSOR, OF WHICH SUCH INDEPENDENT ASSESSOR MAY BE, SUBJECT TO APPROVAL BY THE COMMISSIONER, A LICENSED HEALTH CARE PROVIDER SELECTED BY THE APPLICANT. (B) THE DEPARTMENT SHALL COMPLETE THE ELIGIBILITY DETERMINATION REQUIRED PURSUANT TO PARAGRAPH (A) OF THIS SUBDIVISION OR ANY SUBSEQUENT REDETERMINATION OF ELIGIBILITY UNDER THIS ARTICLE AND DECIDE WHETHER THE S. 8462 10 APPLICANT IS ELIGIBLE FOR BENEFITS WITHIN FORTY-FIVE DAYS OF THE DATE OF A COMPLETED APPLICATION FOR BENEFITS. (C) NOTWITHSTANDING ANY CONTRARY PROVISION OF THIS SUBDIVISION, THE DEPARTMENT SHALL DEVELOP EXPEDITED PROCEDURES FOR DETERMINING ELIGIBIL- ITY FOR AN APPLICANT WITH AN IMMEDIATE NEED FOR LONG TERM CARE SERVICES AND SUPPORTS WHEREBY A FINAL ELIGIBILITY DETERMINATION SHALL BE MADE WITHIN SEVEN DAYS OF THE DATE OF A COMPLETED APPLICATION FOR BENEFITS. 4. THE DEPARTMENT SHALL NOTIFY THE APPLICANT OF THE RESULTS OF THE DEPARTMENT'S ELIGIBILITY DETERMINATION, AND, WHERE SUCH APPLICANT IS FOUND TO BE AN ELIGIBLE BENEFICIARY, THE AMOUNT OF BENEFIT UNITS AVAIL- ABLE AND THE DATE ON WHICH SUCH BENEFIT UNITS SHALL BECOME PAYABLE FOR APPROVED SERVICES ON BEHALF OF THE ELIGIBLE BENEFICIARY, WHICH SHALL BE THE DATE OF THE APPLICATION, OR SUBJECT TO APPLICABLE DEPARTMENT REGU- LATIONS, SUCH EARLIER DATE AS MAY BE DEEMED REASONABLE BASED ON THE NEEDS OF THE BENEFICIARY. WHERE SUCH APPLICANT IS FOUND INELIGIBLE, THE DEPARTMENT SHALL NOTIFY THE APPLICANT OF THE REASONS THEREFOR AND SHALL ADVISE SUCH APPLICANT OF THE APPLICANT'S RIGHT TO APPEAL SUCH DETERMI- NATION PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-NINE OF THIS ARTI- CLE. 5. (A) ALL CONTINUING BENEFITS UNDER THIS ARTICLE SHALL BE SUBJECT TO RECONSIDERATION AND REDETERMINATION AS FREQUENTLY AS THE DEPARTMENT DEEMS NECESSARY TO ENSURE THAT EACH PERSON RECEIVING BENEFITS UNDER THIS ARTICLE CONTINUES TO BE IN NEED OF LONG TERM CARE SERVICES AND SUPPORTS AND HAS NOT EXHAUSTED THE LIFETIME BENEFIT LIMIT. THE DEPARTMENT MAY CONDUCT ANY INVESTIGATION IT MAY DEEM NECESSARY OR REQUIRED TO EFFECTU- ATE THE PURPOSES OF THIS SUBDIVISION. (B) THE DEPARTMENT SHALL DEVELOP A SIMPLIFIED STATEWIDE RECERTIF- ICATION FORM FOR USE IN REDETERMINING ELIGIBILITY UNDER THIS ARTICLE. 6. (A) AN ELIGIBLE BENEFICIARY SHALL RECEIVE BENEFITS THROUGH THE PROGRAM IN THE FORM OF A BENEFIT UNIT PAYABLE BY THE DEPARTMENT TO A REGISTERED LONG TERM CARE PROVIDER FOR APPROVED SERVICES AND SUPPORTS IN AN AMOUNT DETERMINED BY THE ADVISORY PANEL PURSUANT TO SECTION THIRTY- SIX HUNDRED SEVENTY-THREE OF THIS ARTICLE. IF THE VALUE OF SERVICES PROVIDED TO AN ELIGIBLE BENEFICIARY ON A SINGLE DATE IS LESS THAN THE BENEFIT UNIT, ONLY THE PORTION OF THE BENEFIT UNIT THAT IS ACTUALLY PAID ON SUCH BENEFICIARY'S BEHALF SHALL BE TAKEN INTO CONSIDERATION WHEN CALCULATING THE BALANCE OF SUCH PERSON'S LIFETIME BENEFIT LIMIT. THE BALANCE OF THE BENEFIT UNIT NOT EXPENDED ON SUCH DATE SHALL REMAIN AVAILABLE TO THE ELIGIBLE BENEFICIARY FOR USE IN ACCORDANCE WITH PARA- GRAPH (B) OF THIS SUBDIVISION OR UNTIL OTHERWISE EXHAUSTED PURSUANT TO THIS ARTICLE. (B) NOTWITHSTANDING ANY CONTRARY PROVISION OF THIS ARTICLE, AN ELIGI- BLE BENEFICIARY MAY RECEIVE BENEFITS IN EXCESS OF THE BENEFIT UNIT AS DEFINED IN SUBDIVISION THREE OF SECTION THIRTY-SIX HUNDRED SEVENTY OF THIS ARTICLE, FOR SERVICES PROVIDED ON A SINGLE DATE, PROVIDED THAT SUCH ELIGIBLE BENEFICIARY HAS NOT EXHAUSTED THE LIFETIME BENEFIT LIMIT. IN NO EVENT SHALL A PERSON RECEIVE BENEFITS UNDER THIS ARTICLE AFTER SUCH PERSON'S LIFETIME BENEFIT LIMIT HAS BEEN EXHAUSTED. 7. THE DEPARTMENT SHALL DEVELOP PROCEDURES TO MONITOR EACH ELIGIBLE BENEFICIARY'S USE OF BENEFIT UNITS AND SHALL NOTIFY ELIGIBLE BENEFICI- ARIES OF THE BALANCE OF BENEFIT UNITS REMAINING WITHIN A REASONABLE TIME AFTER APPROVED SERVICES ARE RENDERED. 8. NOTWITHSTANDING ANY CONTRARY PROVISION OF LAW, BENEFITS PAID ON BEHALF OF AN INDIVIDUAL PURSUANT TO THIS ARTICLE SHALL NOT BE CONSIDERED INCOME OR RESOURCES FOR THE PURPOSES OF ANY DETERMINATIONS OF ELIGIBIL- ITY FOR ANY OTHER STATE PROGRAM OR BENEFIT, INCLUDING BUT NOT LIMITED TO S. 8462 11 MEDICAL ASSISTANCE, ANY STATE OR FEDERAL PROGRAM, MEDICAID, OR ANY OTHER MEANS-TESTED PROGRAM OR BENEFIT. 9. NOTWITHSTANDING ANY CONTRARY PROVISION OF LAW, NOTHING IN THIS ARTICLE SHALL BE CONSTRUED TO CREATE AN ENTITLEMENT FOR ANY INDIVIDUAL TO RECEIVE, OR REQUIRE THE STATE OR ANY DEPARTMENT OR AGENCY THEREOF TO PROVIDE, CASE MANAGEMENT SERVICES, INCLUDING, BUT NOT LIMITED TO, CASE MANAGEMENT SERVICES UNDER TITLE ELEVEN OF ARTICLE FIVE OF THE SOCIAL SERVICES LAW. § 3676. REIMBURSEMENT FOR SERVICES AND SUPPORTS. 1. BEGINNING ON JANUARY FIRST OF THE YEAR BEGINNING FIVE YEARS AFTER THE EFFECTIVE DATE OF THIS ARTICLE, THE DEPARTMENT SHALL REIMBURSE REGISTERED LONG TERM CARE PROVIDERS FOR APPROVED SERVICES RENDERED TO ELIGIBLE BENEFICIARIES IN ACCORDANCE WITH THIS ARTICLE. REIMBURSEMENT FOR SERVICES PROVIDED PURSUANT TO THIS SECTION SHALL BE PAID TO REGISTERED LONG TERM CARE PROVIDERS AT SUCH TIMES AND IN SUCH MANNER AS THE DEPARTMENT MAY PRESCRIBE, PROVIDED HOWEVER, SUCH PAYMENTS SHALL BE MADE NO LESS THAN QUARTERLY. 2. THE DEPARTMENT MAY REIMBURSE QUALIFIED FAMILY MEMBERS FOR PROVIDING APPROVED PERSONAL CARE SERVICES IN THE SAME MANNER AS REIMBURSEMENTS ARE PAID TO AN INDIVIDUAL PROVIDER, WHETHER DIRECTLY, THROUGH A LICENSED HOME CARE AGENCY, OR THROUGH A THIRD OPTION IF RECOMMENDED BY THE COMMISSION AND ADOPTED BY THE DEPARTMENT. 3. (A) THE DEPARTMENT SHALL DEVELOP AND MAINTAIN A REGISTRY OF LONG TERM CARE PROVIDERS IN ACCORDANCE WITH SUBDIVISION TWO OF SECTION THIR- TY-SIX HUNDRED SEVENTY-ONE OF THIS ARTICLE, AND IN CONSULTATION WITH THE COMMISSION, SHALL ESTABLISH STANDARDS AND PROCEDURES FOR: (I) REGISTRATION WITH THE DEPARTMENT PURSUANT TO THIS SECTION; AND (II) THE SUSPENSION, REVOCATION, OR TERMINATION OF A PROVIDER'S REGIS- TRATION OR OTHER LIMITATION ON THE PROVIDER'S AUTHORIZATION TO PROVIDE SERVICES UNDER THE PROGRAM WHERE IT IS DETERMINED THAT: (A) THE PROVIDER IS INCOMPETENT; (B) THE PROVIDER HAS EXHIBITED A COURSE OF CONDUCT WHICH IS INCONSIST- ENT WITH PROGRAM STANDARDS AND REGULATIONS; OR (C) THE PROVIDER HAS WILLFULLY FAILED TO COMPLY WITH PROGRAM STANDARDS AND REGULATIONS. (B) BEGINNING ON AND AFTER JANUARY FIRST OF THE YEAR BEGINNING FIVE YEARS AFTER THE EFFECTIVE DATE OF THIS ARTICLE AND THEREAFTER, ALL INFORMATION IN THE REGISTRY DEVELOPED AND MAINTAINED PURSUANT TO THIS SUBDIVISION, INCLUDING ANY AND ALL RECORDS RELATING TO ACTIONS TAKEN PURSUANT TO SUBPARAGRAPH (II) OF PARAGRAPH (A) OF THIS SUBDIVISION SHALL BE READILY ACCESSIBLE ON THE DEPARTMENT'S WEBSITE BY THE PUBLIC. 4. A LONG TERM CARE SERVICES AND SUPPORTS PROVIDER WHICH EMPLOYS OR CONTRACTS WITH ONE OR MORE INDIVIDUALS PERFORMING APPROVED SERVICES SHALL PAY SUCH INDIVIDUALS NO LESS THAN THE GREATER OF (A) ONE HUNDRED FIFTY PERCENT OF THE MINIMUM WAGE REQUIRED UNDER SECTION SIX HUNDRED FIFTY-TWO OF THE LABOR LAW OR ANY OTHERWISE APPLICABLE WAGE RULE OR ORDER UNDER ARTICLE NINETEEN OF THE LABOR LAW WHICH IS OTHERWISE APPLI- CABLE FOR HOME CARE AIDES AS DEFINED IN SECTION THIRTY-SIX HUNDRED FOUR- TEEN-C OF THIS CHAPTER, OR (B) THE WAGE OTHERWISE REQUIRED BY LAW TO BE PAID TO HOME CARE AIDES AS DEFINED IN SECTION THIRTY-SIX HUNDRED FOUR- TEEN-C OF THIS CHAPTER. § 3677. INDIVIDUAL PREMIUM CONTRIBUTIONS. 1. BEGINNING JANUARY FIRST, OF THE YEAR BEGINNING TWO YEARS AFTER THE EFFECTIVE DATE OF THIS ARTI- CLE, EVERY EMPLOYEE, AND EVERY SELF-EMPLOYED INDIVIDUAL, UNLESS OTHER- WISE EXEMPT, SHALL CONTRIBUTE TO THE COST OF PROVIDING LONG TERM CARE BENEFITS UNDER THIS ARTICLE BY PAYMENT OF THE PREMIUM ASSESSED PURSUANT S. 8462 12 TO THIS SECTION. THE INITIAL PREMIUM CONTRIBUTION RATE AND ANY ADJUST- MENTS TO SUCH RATE SHALL BE SET BY THE COMPTROLLER, AFTER CONSULTATION WITH THE COMMISSION, AT THE LOWEST AMOUNT NECESSARY TO MAINTAIN THE ACTUARIAL SOLVENCY OF THE LONG TERM CARE SERVICES AND SUPPORTS TRUST FUND, IN ACCORDANCE WITH RECOGNIZED INSURANCE PRINCIPLES AND IN A MANNER DESIGNED TO LIMIT FLUCTUATIONS IN SUCH RATE. (A) THE INITIAL PREMIUM CONTRIBUTION RATE SHALL BE SET NO LATER THAN SEPTEMBER THIRTIETH OF THE YEAR BEGINNING ONE YEAR AFTER THE EFFECTIVE DATE OF THIS ARTICLE AND SHALL BECOME APPLICABLE TO EACH EMPLOYEE'S WAGES PAID OR SELF-EMPLOYED INDIVIDUAL'S INCOME EARNED ON AND AFTER JANUARY FIRST OF THE YEAR BEGINNING TWO YEARS AFTER THE EFFECTIVE DATE OF THIS ARTICLE. (B) BEGINNING JANUARY FIRST OF THE YEAR BEGINNING FOUR YEARS AFTER THE EFFECTIVE DATE OF THIS ARTICLE, AND BIENNIALLY THEREAFTER, THE COMP- TROLLER SHALL MAKE SUCH ADJUSTMENTS TO THE PREMIUM CONTRIBUTION RATE, IF NECESSARY, AND AFTER CONSULTATION WITH THE COMMISSION, TO ENSURE THAT SUCH RATE CONTINUES TO BE SET AT THE LOWEST AMOUNT NECESSARY TO MAINTAIN THE ACTUARIAL SOLVENCY OF THE LONG TERM CARE SERVICES AND SUPPORTS TRUST FUND, IN ACCORDANCE WITH RECOGNIZED INSURANCE PRINCIPLES AND IN A MANNER DESIGNED TO LIMIT FLUCTUATIONS IN THE PREMIUM RATE. 2. (A) NOTWITHSTANDING ANY OTHER PROVISION OF LAW, EVERY EMPLOYER IS AUTHORIZED TO COLLECT FROM ITS EMPLOYEES, THE PREMIUM ASSESSED UNDER SUBDIVISION ONE OF THIS SECTION, THROUGH PAYROLL DEDUCTIONS AND REMIT THE AMOUNTS SO COLLECTED TO THE DEPARTMENT OF TAXATION AND FINANCE IN ACCORDANCE WITH THE PROVISIONS OF SECTION FOUR HUNDRED SEVENTY-FOUR OF THE TAX LAW. (B) WHEN COLLECTING EMPLOYEE PREMIUMS THROUGH PAYROLL DEDUCTIONS, THE EMPLOYER SHALL ACT AS THE AGENT OF ITS EMPLOYEES AND SHALL REMIT ALL SUCH AMOUNTS TO THE DEPARTMENT OF TAXATION AND FINANCE AS REQUIRED BY SUBPARAGRAPH (D) OF PARAGRAPH FOUR OF SUBSECTION (A) OF SECTION SIX HUNDRED SEVENTY-FOUR OF THE TAX LAW. 3. PREMIUMS SHALL BE COLLECTED AT THE SAME TIME AND IN THE SAME OR SUBSTANTIALLY SIMILAR MANNER AS THE ASSESSMENT, COLLECTION, AND REPORT- ING PROCEDURES USED FOR THE WITHHOLDING OF TAX PURSUANT TO TITLE FIVE OF ARTICLE TWENTY-TWO OF THE TAX LAW OR, IN THE CASE OF AN INDIVIDUAL WHO IS SELF-EMPLOYED, INCLUDING A SOLE PROPRIETOR, INDEPENDENT CONTRACTOR, MEMBER OF A LIMITED LIABILITY COMPANY OR LIMITED LIABILITY PARTNERSHIP, OR OTHER SELF-EMPLOYED PERSON, AT THE SAME TIME AND IN THE SAME OR SUBSTANTIALLY SIMILAR MANNER AS THE ASSESSMENT, COLLECTION, AND REPORT- ING PROCEDURES USED FOR THE PAYMENT OF TAX PURSUANT TO PART FOUR OF ARTICLE TWENTY-TWO OF THE TAX LAW. 4. THE DEPARTMENT, IN COORDINATION WITH THE DEPARTMENT OF LABOR, THE DEPARTMENT OF TAXATION AND FINANCE, AND THE COMPTROLLER SHALL PROMULGATE RULES FOR DETERMINING THE HOURS WORKED AND THE WAGES OF SELF-EMPLOYED INDIVIDUALS. 5. THE DEPARTMENT OF TAXATION AND FINANCE SHALL DEPOSIT ALL PREMIUMS COLLECTED UNDER THIS SECTION IN THE LONG TERM CARE SERVICES AND SUPPORTS TRUST FUND ESTABLISHED PURSUANT TO SECTION NINETY-NINE-RR OF THE STATE FINANCE LAW. 6. IF THE PREMIUMS ESTABLISHED IN THIS SECTION ARE CHANGED, THE COMP- TROLLER SHALL NOTIFY EACH INDIVIDUAL SUBJECT TO THIS SECTION BY MAIL THAT SUCH PERSON'S PREMIUMS HAVE CHANGED. 7. (A)(I) NOTWITHSTANDING ANY CONTRARY PROVISION OF THIS SECTION, THE FOLLOWING INDIVIDUALS MAY APPLY FOR AN EXEMPTION FROM THE PREMIUM CONTRIBUTIONS REQUIRED UNDER SUBDIVISION ONE OF THIS SECTION, AS PROVIDED IN THIS SUBDIVISION: S. 8462 13 (1) AN INDIVIDUAL WHO HAS MAINTAINED PRIVATE LONG TERM CARE INSURANCE COVERAGE ON AN UNINTERRUPTED BASIS BEGINNING NO LATER THAN JANUARY FIRST OF THE YEAR IN WHICH THIS ARTICLE TAKES EFFECT; (2) A VETERAN OF THE UNITED STATES MILITARY WHO HAS BEEN RATED BY THE UNITED STATES DEPARTMENT OF VETERANS' AFFAIRS AS HAVING A SERVICE-CON- NECTED DISABILITY OF SEVENTY PERCENT OR GREATER; (3) A SPOUSE OR REGISTERED DOMESTIC PARTNER OF AN ACTIVE DUTY SERVICE MEMBER IN THE UNITED STATES ARMED FORCES WHETHER OR NOT DEPLOYED OR STATIONED WITHIN OR OUTSIDE OF THE STATE OF NEW YORK; (4) AN EMPLOYEE WHO HOLDS A NONIMMIGRANT VISA FOR TEMPORARY WORKERS, AS RECOGNIZED BY FEDERAL LAW, AND IS EMPLOYED BY AN EMPLOYER IN THE STATE OF NEW YORK; OR (5) AN INDIVIDUAL WHO MAINTAINS A PERMANENT ADDRESS OUTSIDE OF THE STATE OF NEW YORK AS THE INDIVIDUAL'S PRIMARY LOCATION OF RESIDENCE. (II) SUCH REQUEST FOR AN EXEMPTION SHALL BE MADE IN SUCH FORM AND IN SUCH MANNER AS THE DEPARTMENT SHALL PRESCRIBE FOR SUCH PURPOSE NO LATER THAN ONE YEAR AFTER THE EFFECTIVE DATE OF THIS ARTICLE. (III) THE DEPARTMENT SHALL REVIEW EACH REQUEST FOR AN EXEMPTION SUBMITTED PURSUANT TO SUBPARAGRAPH (I) OF THIS PARAGRAPH, AND UPON A DETERMINATION THAT THE INDIVIDUAL SATISFIES THE REQUIREMENTS IN ACCORD- ANCE WITH THIS PARAGRAPH, THE DEPARTMENT SHALL ISSUE NOTICE TO SUCH INDIVIDUAL OF SUCH INDIVIDUAL'S EXEMPTION FROM PAYING PREMIUM CONTRIB- UTIONS BEGINNING THIRTY DAYS AFTER THE ISSUANCE OF SUCH NOTICE OF EXEMPTION. (IV) AN EXEMPTION ISSUED TO AN INDIVIDUAL PURSUANT TO THIS SUBDIVISION SHALL RELIEVE SUCH INDIVIDUAL'S EMPLOYER, IF ANY, OF THE DUTY TO COLLECT PREMIUMS PURSUANT TO SUBDIVISIONS TWO AND THREE OF THIS SECTION, PROVIDED, HOWEVER, THAT THE INDIVIDUAL SHALL HAVE FIRST GIVEN PROPER NOTICE OF SUCH EXEMPTION TO THE EMPLOYER, INCLUDING A COPY OF SUCH EXEMPTION, TOGETHER WITH ANY ADDITIONAL MATERIALS THE DEPARTMENT MAY REQUIRE. NO SUCH EMPLOYER SHALL BE LIABLE TO AN INDIVIDUAL FOR CONTINU- ING TO COLLECT PREMIUM CONTRIBUTIONS IN THE EVENT THAT THE INDIVIDUAL FAILS TO PROVIDE THE NOTICE OF EXEMPTION TO SUCH EMPLOYER IN ACCORDANCE WITH THIS SUBPARAGRAPH. (B) (I) IF AN INDIVIDUAL WHO HAS BEEN ISSUED AN EXEMPTION FROM PAYING PREMIUM CONTRIBUTIONS PURSUANT TO PARAGRAPH (A) OF THIS SUBDIVISION DUE TO HAVING MAINTAINED PRIVATE LONG TERM CARE INSURANCE COVERAGE ON AN UNINTERRUPTED BASIS CEASES TO HOLD PRIVATE LONG TERM CARE INSURANCE COVERAGE, SUCH INDIVIDUAL SHALL NOTIFY THE DEPARTMENT AND SUCH INDIVID- UAL'S EMPLOYER, IF ANY, OF THE TERMINATION OF SUCH PRIVATE LONG TERM CARE INSURANCE COVERAGE WITHIN THIRTY DAYS OF SUCH TERMINATION. SUCH NOTICE SHALL BE IN WRITING AND SUBMITTED IN SUCH FORM AND IN SUCH MANNER AS THE DEPARTMENT SHALL PRESCRIBE FOR SUCH PURPOSE, AND SHALL STATE WHETHER THE INDIVIDUAL INTENDS TO OBTAIN PRIVATE LONG TERM CARE INSUR- ANCE COVERAGE WITHIN NINETY DAYS FOLLOWING THE CESSATION OF COVERAGE. IF THE INDIVIDUAL SUBSEQUENTLY OBTAINS LONG TERM CARE INSURANCE COVERAGE WITHIN SUCH NINETY-DAY PERIOD, THE INDIVIDUAL SHALL SO NOTIFY THE DEPARTMENT AND THE INDIVIDUAL'S EMPLOYER, IF ANY. (II) IN THE EVENT THAT AN INDIVIDUAL DESCRIBED IN SUBPARAGRAPH (I) OF THIS PARAGRAPH CEASES TO HOLD PRIVATE LONG TERM CARE INSURANCE COVERAGE FOR A PERIOD OF MORE THAN NINETY DAYS, THE EXEMPTION FROM PAYING PREMIUM CONTRIBUTIONS ISSUED PURSUANT TO THIS SUBDIVISION SHALL BE AUTOMATICALLY AND PERMANENTLY REVOKED AND SUCH INDIVIDUAL SHALL THEREAFTER BE RESPON- SIBLE FOR THE PAYMENT OF ALL PREMIUM CONTRIBUTIONS REQUIRED PURSUANT TO SUBDIVISION ONE OF THIS SECTION AND SHALL NO LONGER BE ELIGIBLE FOR ANY NEW EXEMPTION UNDER THIS SUBDIVISION. THE INDIVIDUAL SHALL BE RESPONSI- S. 8462 14 BLE FOR NOTIFYING THE DEPARTMENT AND THEIR EMPLOYER, IF ANY, IN THE EVENT OF SUCH CESSATION OF COVERAGE FOR MORE THAN NINETY DAYS. ANY PREMIUM CONTRIBUTIONS NOT PAID AFTER SUCH DATE SHALL BE SUBJECT TO SUCH REASONABLE MONETARY PENALTIES AND INTEREST AS SHALL BE DETERMINED BY THE DEPARTMENT AND MAY LEVY AN ADDITIONAL PREMIUM FOR THE REMAINDER OF THE PERIOD OF COVERAGE. (C) AN INDIVIDUAL RECEIVING AN EXEMPTION PURSUANT TO PARAGRAPH (A) OF THIS SUBDIVISION, SHALL FORFEIT ANY AND ALL RIGHTS TO RECEIVE BENEFITS UNDER THIS ARTICLE AND SHALL IN NO EVENT BE AN ELIGIBLE BENEFICIARY UNDER THIS ARTICLE WHILE SUCH EXEMPTION IS IN EFFECT. (D) AN EMPLOYER OF AN INDIVIDUAL WHOSE EXEMPTION IS REVOKED IN ACCORD- ANCE WITH THIS SUBDIVISION SHALL NOT BE HELD LIABLE FOR A FAILURE TO COLLECT PREMIUM CONTRIBUTIONS TO THE EXTENT SUCH EMPLOYER WAS NOT AWARE OF SUCH CESSATION OF COVERAGE AND DID NOT HAVE REASON TO BE AWARE OF SUCH CESSATION OF COVERAGE, PROVIDED THAT SUCH EXEMPTION FROM LIABILITY SHALL TERMINATE WHEN SUCH EMPLOYER BECOMES SO AWARE. (E) IF AN INDIVIDUAL WHO HAS BEEN ISSUED A NOTICE OF EXEMPTION FROM PAYING PREMIUM CONTRIBUTIONS ON THE BASIS OF A STATUS LISTED IN CLAUSES TWO THROUGH FIVE OF SUBPARAGRAPH (I) OF PARAGRAPH (A) OF THIS SUBDIVI- SION, HAS A CHANGE OF STATUS WHICH WOULD RENDER THEM OTHERWISE SUBJECT TO THE REQUIREMENTS OF SUBDIVISION ONE OF THIS SECTION, SUCH INDIVIDUAL SHALL BE OBLIGATED TO SO INFORM THE DEPARTMENT AND THEIR EMPLOYER, IF ANY, WITHIN THIRTY DAYS. THE EXEMPTION FROM PAYING PREMIUM CONTRIBUTIONS ISSUED PURSUANT TO THIS SUBDIVISION SHALL BE DISCONTINUED AND SUCH INDI- VIDUAL SHALL THEREAFTER BE RESPONSIBLE FOR THE PAYMENT OF ALL PREMIUM CONTRIBUTIONS. § 3678. APPEALS AND APPEAL HEARINGS. 1. ANY APPLICANT OR RECIPIENT, OR ANY INDIVIDUAL AUTHORIZED TO ACT ON BEHALF OF ANY SUCH APPLICANT OR RECIPIENT, AND ANY LONG TERM CARE PROVIDER MAY APPEAL TO THE DEPARTMENT FROM DETERMINATIONS OF DEPARTMENT OFFICIALS OR FAILURES TO MAKE DETERMI- NATIONS UPON GROUNDS SPECIFIED IN SUBDIVISION FOUR OF THIS SECTION. THE DEPARTMENT SHALL REVIEW THE APPEAL DE NOVO AND GIVE SUCH PERSON OR ENTI- TY AN OPPORTUNITY FOR AN APPEAL HEARING. THE DEPARTMENT MAY ALSO, ON ITS OWN MOTION, REVIEW ANY DECISION MADE OR ANY CASE IN WHICH A DECISION HAS NOT BEEN MADE BY THE DEPARTMENT OFFICIAL WITHIN THE TIME SPECIFIED BY LAW OR REGULATIONS OF THE DEPARTMENT. THE DEPARTMENT MAY MAKE SUCH ADDI- TIONAL INVESTIGATION AS IT MAY DEEM NECESSARY, AND THE COMMISSIONER SHALL MAKE SUCH DETERMINATION AS IS JUSTIFIED AND IN ACCORDANCE WITH APPLICABLE LAW. 2. REGARDING ANY APPEAL PURSUANT TO THIS SECTION, WITH OR WITHOUT AN APPEAL HEARING, THE COMMISSIONER MAY DESIGNATE AND AUTHORIZE ONE OR MORE APPROPRIATE MEMBERS OF HIS OR HER STAFF TO CONSIDER AND DECIDE SUCH APPEALS. ANY STAFF MEMBER SO DESIGNATED SHALL BE AUTHORIZED TO DECIDE SUCH APPEALS ON BEHALF OF THE COMMISSIONER WITH THE SAME FORCE AND EFFECT AS IF THE COMMISSIONER HAD MADE SUCH DECISIONS. APPEAL HEARINGS SHALL BE HELD ON BEHALF OF THE COMMISSIONER BY MEMBERS OF HIS OR HER STAFF WHO ARE EMPLOYED FOR SUCH PURPOSES OR WHO HAVE BEEN DESIGNATED AND AUTHORIZED BY THE COMMISSIONER. 3. PERSONS ENTITLED TO APPEAL TO THE DEPARTMENT PURSUANT TO THIS SECTION MUST INCLUDE: (A) APPLICANTS FOR OR RECIPIENTS OF LONG TERM CARE BENEFITS UNDER THE PROGRAM; (B) LONG TERM CARE SERVICES AND SUPPORTS PROVIDERS; AND (C) SUCH OTHER PERSONS AS THE COMMISSIONER MAY DEEM TO BE ENTITLED TO AN OPPORTUNITY FOR AN APPEAL HEARING. S. 8462 15 4. AN APPLICANT, BENEFICIARY, OR LONG TERM CARE PROVIDER SHALL HAVE THE RIGHT TO APPEAL AT LEAST THE FOLLOWING ISSUES: (A) AN ELIGIBILITY DETERMINATION MADE IN ACCORDANCE WITH SECTION THIR- TY-SIX HUNDRED SEVENTY-FIVE OF THIS ARTICLE, INCLUDING: (I) AN INITIAL DETERMINATION AS TO WHETHER THE APPLICANT IS A QUALI- FIED INDIVIDUAL; (II) AN INITIAL DETERMINATION AS TO WHETHER THE APPLICANT IS AN ELIGI- BLE BENEFICIARY, INCLUDING WHETHER: (A) THE APPLICANT NEEDS ASSISTANCE WITH AT LEAST TWO ACTIVITIES OF DAILY LIVING; AND/OR (B) THE APPLICANT HAS EXHAUSTED THE LIFETIME BENEFIT LIMIT; (III) A CONTINUING ELIGIBILITY DETERMINATION OR REDETERMINATION WITH RESPECT TO A BENEFICIARY PURSUANT TO SUBDIVISION FIVE OF SECTION THIR- TY-SIX HUNDRED SEVENTY-FIVE OF THIS ARTICLE; (B) A FAILURE BY THE DEPARTMENT TO PROVIDE TIMELY WRITTEN NOTICE OF ANY ELIGIBILITY DETERMINATION MADE IN ACCORDANCE WITH THIS ARTICLE, THIS CHAPTER, OR ANY OTHER APPLICABLE LAW; AND (C) A DETERMINATION WITH RESPECT TO A LONG TERM CARE PROVIDER, INCLUD- ING: (I) SUSPENSION, REVOCATION, LIMITATION OR ANNULMENT OF QUALIFICATION FOR PARTICIPATION AS A PROVIDER UNDER THE PROGRAM; (II) DISPUTES RELATING TO PAYMENTS AND REIMBURSEMENTS FOR APPROVED SERVICES; AND (III) ANY OTHER DETERMINATION THE COMMISSIONER DEEMS SUBJECT TO APPEAL. 5. THE DEPARTMENT MAY, SUBJECT TO THE DISCRETION OF THE COMMISSIONER, PROMULGATE SUCH REGULATIONS, CONSISTENT WITH FEDERAL OR STATE LAW, AS MAY BE NECESSARY TO IMPLEMENT THE PROVISIONS OF THIS SECTION. 6. REGARDING EVERY DECISION OF AN APPEAL PURSUANT TO THIS SECTION, THE DEPARTMENT SHALL INFORM EVERY PARTY, AND HIS OR HER REPRESENTATIVE, IF ANY, OF THE AVAILABILITY OF JUDICIAL REVIEW AND THE TIME LIMITATION TO PURSUE FUTURE REVIEW. 7. THE DEPARTMENT SHALL INCLUDE NOTICE OF THE RIGHT TO APPEAL AS PROVIDED BY SUBDIVISION FOUR OF THIS SECTION AND INSTRUCTIONS REGARDING HOW TO FILE AN APPEAL IN ANY ELIGIBILITY DETERMINATION ISSUED TO THE APPLICANT OR ENROLLEE IN ACCORDANCE WITH APPLICABLE LAW. SUCH NOTICE SHALL INCLUDE: (A) AN EXPLANATION OF THE APPLICANT OR ENROLLEE'S APPEAL RIGHTS; (B) A DESCRIPTION OF THE PROCEDURES BY WHICH THE APPLICANT OR ENROLLEE MAY REQUEST AN APPEAL; (C) INFORMATION ON THE APPLICANT OR ENROLLEE'S RIGHT TO REPRESENT HIMSELF OR HERSELF, OR TO BE REPRESENTED BY LEGAL COUNSEL OR ANOTHER REPRESENTATIVE; AND (D) AN EXPLANATION OF THE CIRCUMSTANCES UNDER WHICH THE APPELLANT'S ELIGIBILITY MAY BE MAINTAINED OR REINSTATED PENDING AN APPEAL DECISION. § 3679. WAIVERS. NOTWITHSTANDING ANY CONTRARY PROVISION OF LAW, THE COMMISSIONER SHALL, TO THE EXTENT NECESSARY, DEVELOP AND SUBMIT ANY APPROPRIATE WAIVERS, INCLUDING, BUT NOT LIMITED TO, THOSE AUTHORIZED PURSUANT TO SECTIONS ELEVEN HUNDRED FIFTEEN AND NINETEEN HUNDRED FIFTEEN OF THE FEDERAL SOCIAL SECURITY ACT, OR SUCCESSOR PROVISIONS, AND ANY OTHER WAIVERS NECESSARY TO ACHIEVE THE PURPOSES OF HIGH QUALITY, INTE- GRATED, AND COST EFFECTIVE CARE AND INTEGRATED FINANCIAL ELIGIBILITY POLICIES UNDER THE MEDICAL ASSISTANCE PROGRAM OR PURSUANT TO TITLE XVIII OF THE FEDERAL SOCIAL SECURITY ACT. COPIES OF SUCH ORIGINAL WAIVER APPLICATIONS SHALL BE PROVIDED TO THE CHAIR OF THE SENATE FINANCE S. 8462 16 COMMITTEE AND THE CHAIR OF THE ASSEMBLY WAYS AND MEANS COMMITTEE SIMUL- TANEOUSLY WITH THEIR SUBMISSION TO THE FEDERAL GOVERNMENT. § 3. The state finance law is amended by adding a new section 99-rr to read as follows: § 99-RR. LONG TERM CARE TRUST FUND. 1. THERE IS HEREBY ESTABLISHED IN THE JOINT CUSTODY OF THE COMPTROLLER, THE COMMISSIONER OF TAXATION AND FINANCE AND THE COMMISSIONER OF HEALTH A SPECIAL FUND TO BE KNOWN AS THE "LONG TERM CARE TRUST FUND". 2. SUCH FUND SHALL CONSIST OF ALL MONEYS COLLECTED BY THE DEPARTMENT OF TAXATION AND FINANCE PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY- SEVEN OF THE PUBLIC HEALTH LAW. ANY INTEREST EARNED BY THE INVESTMENT OF MONEYS IN SUCH FUND SHALL BE ADDED TO SUCH FUND, BECOME A PART OF SUCH FUND, AND BE USED FOR THE PURPOSE OF SUCH FUND. 3. MONEYS OF SUCH FUND SHALL ONLY BE USED FOR THE PURPOSES ESTABLISHED UNDER ARTICLE THIRTY-SIX-B OF THE PUBLIC HEALTH LAW AND EXPENSES OF THE STATE IN ADMINISTERING THE LONG TERM CARE TRUST PROGRAM AS DEFINED THER- EIN. IN NO EVENT MAY EXPENDITURES BE USED TO SUPPLANT EXISTING STATE OR LOCAL PROGRAMS WHICH FUND THE PROVISION OF APPROVED SERVICES. 4. THE MONEYS OF THE FUND SHALL BE PAID OUT ON THE AUDIT AND WARRANT OF THE COMPTROLLER ON VOUCHERS CERTIFIED AND APPROVED BY THE COMMISSION- ER OF THE DEPARTMENT OF HEALTH. § 4. The state finance law is amended by adding a new section 8-d to read as follows: § 8-D. ADDITIONAL DUTIES OF THE COMPTROLLER; LONG TERM CARE TRUST PROGRAM. 1. BEGINNING ON AND AFTER THE EFFECTIVE DATE OF THIS SECTION, THE COMPTROLLER SHALL PROVIDE ALL NECESSARY ASSISTANCE, INCLUDING AUDIT- ING AND ACTUARIAL SERVICES TO THE LONG TERM CARE TRUST COMMISSION ESTAB- LISHED PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-TWO OF THE PUBLIC HEALTH LAW AND IN ACCORDANCE WITH ALL RELEVANT PROVISIONS OF ARTICLE THIRTY-SIX-B OF THE PUBLIC HEALTH LAW, THE TAX LAW, THE LABOR LAW, AND THIS CHAPTER. 2. BEGINNING ON NOVEMBER FIFTEENTH OF THE YEAR BEGINNING FOUR YEARS AFTER THE EFFECTIVE DATE OF THIS SECTION, AND BIENNIALLY THEREAFTER, THE COMPTROLLER SHALL PERFORM AN ACTUARIAL AUDIT AND VALUATION OF THE LONG TERM CARE TRUST FUND ESTABLISHED PURSUANT TO SECTION NINETY-NINE-RR OF THIS CHAPTER. SUCH BIENNIAL AUDIT AND VALUATION SHALL BE PREPARED AND PUBLISHED IN CONJUNCTION WITH THE ANNUAL REPORT PREPARED BY THE LONG TERM CARE TRUST COMMISSION PURSUANT TO SUBDIVISION SEVEN OF SECTION THIRTY-SIX HUNDRED SEVENTY-TWO OF THE PUBLIC HEALTH LAW, AND SHALL BE SUBMITTED TO THE LONG TERM CARE TRUST ADVISORY PANEL AND THE LEGISLA- TURE. SUCH AUDIT AND VALUATION SHALL INCLUDE, BUT NOT BE LIMITED TO RECOMMENDATIONS REGARDING ACTIONS NECESSARY TO MAINTAIN THE SOLVENCY OF THE FUND; OPTIONS FOR ADJUSTMENTS TO THE BENEFIT UNIT, APPROVED SERVICES, OR BOTH, TO THE EXTENT NECESSARY TO ELIMINATE UNFUNDED ACTUAR- IALLY ACCRUED LIABILITY AND MAINTAIN SOLVENCY. 3. THE COMPTROLLER SHALL PERFORM SUCH ADDITIONAL OR MORE FREQUENT ACTUARIAL AUDITS AND VALUATIONS OF THE LONG TERM CARE TRUST FUND UPON REQUEST OF THE ADVISORY PANEL PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-THREE OF THE PUBLIC HEALTH LAW. 4. THE COMPTROLLER SHALL, NOT LATER THAN NOVEMBER FIFTEENTH, TWO THOU- SAND THIRTY-FOUR, CONDUCT A COMPREHENSIVE EVALUATION OF THE LONG TERM CARE TRUST PROGRAM AND SHALL SUBMIT A REPORT, INCLUDING A CONCLUSION AND RECOMMENDATIONS FOR IMPROVEMENT TO THE LEGISLATURE REGARDING: (A) PROGRAM OPERATIONS, INCLUDING THE PERFORMANCE OF THE LONG TERM CARE TRUST COMMISSION ESTABLISHED IN SECTION THIRTY-SIX HUNDRED SEVEN- TY-TWO OF THE PUBLIC HEALTH LAW; S. 8462 17 (B) THE FINANCIAL STATUS OF THE PROGRAM, INCLUDING SOLVENCY, THE VALUE OF THE BENEFIT PROVIDED, AND THE FINANCIAL BALANCE OF PROGRAM BENEFITS TO COSTS; AND (C) THE OVERALL EFFICACY OF THE PROGRAM, BASED ON THE ESTABLISHED GOALS UNDER ARTICLE THIRTY-SIX-B OF THE PUBLIC HEALTH LAW INCLUDING, BUT NOT LIMITED TO: (I) DELAYING MIDDLE CLASS FAMILIES' NEED TO SPEND TO POVERTY TO RECEIVE MEDICAID FUNDED LONG TERM CARE; (II) STRENGTHENING THE STATE ECONOMY THROUGH IMPROVING WORKFORCE PARTICIPATION; (III) REDUCING THE CASELOAD AND EXPENDITURES OF THE STATE MEDICAID PROGRAM ON LONG TERM CARE; AND (IV) OBTAINING SHARED SAVINGS THROUGH A MEDICAID DEMONSTRATION WAIVER, OR THE IMPACT OF ANY WAIVER ENTERED INTO PURSUANT TO SECTION THIRTY-SIX HUNDRED SEVENTY-NINE OF THE PUBLIC HEALTH LAW. § 5. Section 171-a of the tax law, as added by chapter 545 of the laws of 1978, is amended by adding a new subdivision 6-c to read as follows: (6-C) NOTWITHSTANDING ANY PROVISION OF LAW TO THE CONTRARY AND NOT LATER THAN JANUARY FIRST OF THE YEAR BEGINNING ONE YEAR AFTER THE EFFEC- TIVE DATE OF THIS SUBDIVISION, THE COMMISSIONER SHALL ENTER INTO A COOP- ERATIVE AGREEMENT WITH THE DEPARTMENT OF HEALTH, THE DEPARTMENT OF LABOR, AND THE COMPTROLLER TO ALLOW THE INFORMATION OBTAINED BY THE DEPARTMENT PURSUANT TO SUBDIVISION ONE OF THIS SECTION AND SECTION ONE HUNDRED SEVENTY-ONE-H OF THIS ARTICLE TO BE MADE AVAILABLE TO SUCH DEPARTMENTS, OR OTHER INDIVIDUALS DESIGNATED BY THE COMMISSIONERS OF SUCH DEPARTMENTS, FOR THE PURPOSES OF DETERMINING AND VERIFYING WHETHER A PERSON IS A "QUALIFIED INDIVIDUAL" FOR THE PURPOSES OF SECTION THIR- TY-SIX HUNDRED SEVENTY-SEVEN OF THE PUBLIC HEALTH LAW, OR FOR OTHER PURPOSES DEEMED APPROPRIATE BY THE COMMISSIONERS OF HEALTH AND LABOR AND THE COMPTROLLER, CONSISTENT WITH THE PROVISIONS OF ARTICLE THIRTY-SIX-B OF THE PUBLIC HEALTH LAW, THE STATE FINANCE LAW, AND THE LABOR LAW, WITH RESPECT TO WHICH SUCH DEPARTMENTS HAVE REPORTING, MONITORING, ADMINIS- TERING, OR EVALUATING RESPONSIBILITIES. § 6. Paragraph (e), subparagraph (iv) of paragraph (f) and paragraph (g) of subdivision 4 of section 171-h of the tax law, paragraph (e) and subparagraph (iv) of paragraph (f) as amended by chapter 214 of the laws of 1998, paragraph (g) as amended by chapter 398 of the laws of 1997, are amended and a new paragraph (h) is added to read as follows: (e) conduct matches with the office of temporary and disability assistance, the department of health, and the department of labor to verify individuals' eligibility for the various programs specified under section one thousand one hundred thirty-seven (b) of the social security act and for other public assistance programs authorized by state law, and for the purposes of administering state employment security programs, AND FOR THE PURPOSES OF ADMINISTERING THE LONG TERM CARE TRUST PROGRAM, and with the workers' compensation board for the purpose of administering workers' compensation programs; (iv) include such other matters as the parties to such agreement shall deem necessary to carry out the provisions of this section; [and] (g) furnish to the national directory of new hires, on a quarterly basis, extracts of the reports required under paragraph six of subsection (a) of section three hundred three of the federal social security act to be made to the secretary of labor concerning wages and unemployment compensation paid to individuals, by such dates, and in such manner as the secretary of health and human services shall specify by regulations. The [state] department of labor shall, consistent with S. 8462 18 the authority contained in paragraph e of subdivision three of section five hundred thirty-seven of the labor law, disclose to the state direc- tory of new hires, such wage and unemployment compensation information as may be necessary to allow such state directory to comply with the provisions of this paragraph[.]; AND (H) ON OR BEFORE JANUARY FIRST OF THE YEAR BEGINNING TWO YEARS AFTER THE EFFECTIVE DATE OF THIS PARAGRAPH, ENTER INTO WRITTEN AGREEMENTS WITH THE COMMISSIONERS OF HEALTH AND LABOR ON BEHALF OF THE DEPARTMENTS OF HEALTH AND LABOR RESPECTIVELY, WHICH SHALL: (I) PROVIDE FOR THE DISCLOSURE OF INFORMATION OBTAINED FROM THE REPORTS REQUIRED TO BE SUBMITTED PURSUANT TO THIS SECTION TO SUCH DEPARTMENTS AND BOARD FOR THE PURPOSES SET FORTH IN THIS SECTION; (II) SPECIFY THE FREQUENCY WITH WHICH THE DEPARTMENT SHALL FURNISH INFORMATION OBTAINED FROM SUCH REPORTS TO SUCH OFFICE, DEPARTMENTS, AND BOARD, WHICH SHALL BE WITHIN ONE BUSINESS DAY AFTER THE DATE THE INFOR- MATION IS ENTERED INTO THE STATE DIRECTORY OF NEW HIRES; (III) SET FORTH THE PROCEDURE FOR REIMBURSEMENT OF THE DEPARTMENT BY SUCH OFFICE, DEPARTMENTS, AND BOARD SUBJECT TO THE APPROVAL OF THE DIRECTOR OF THE BUDGET FOR THE ADDITIONAL COSTS OF CARRYING OUT THE PROVISIONS OF THIS SECTION; AND (IV) INCLUDE SUCH OTHER MATTERS AS THE PARTIES TO SUCH AGREEMENT SHALL DEEM NECESSARY TO CARRY OUT THE PROVISIONS OF THIS SECTION. § 7. Paragraph 4 of subsection (a) of section 674 of the tax law is amended by adding a new subparagraph (D) to read as follows: (D) THE PROVISIONS OF ARTICLE THIRTY-SIX-B OF THE PUBLIC HEALTH LAW RELATING TO ADMINISTRATION OF THE STATE'S LONG TERM CARE TRUST PROGRAM SHALL APPLY TO THE DEPARTMENT'S DUTIES UNDER THIS CHAPTER RELATING TO EMPLOYEE PREMIUM INFORMATION, CONTRIBUTIONS AND PAYMENTS. § 8. Severability. If any provision or application of this act shall be held to be invalid, or to violate or be inconsistent with any appli- cable federal law or regulation, that shall not affect other provisions or applications of this act which can be given effect without that provision or application; and to that end, the provisions and applica- tions of this act are severable. § 9. This act shall take effect immediately.
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