Judge: Curtis A. Kin, Case: 23STCP02700, Date: 2024-03-07 Tentative Ruling



Case Number: 23STCP02700    Hearing Date: March 7, 2024    Dept: 82

DEMURRER & MOTION TO STRIKE

  

Date:               3/7/24 (1:30 PM)

Case:               Anberry Nursing and Rehabilitation Center v. Tomas J. Aragon, MD, DrPH  (23STCP02700)

  

TENTATIVE RULING:

 

Respondents Tomas J. Aragon, M.D., California Department of Public Health, Michelle Baass, and California Department of Health Care Services’ Demurrer to Amended Petition for Writ of Mandate is OVERRULED.

 

Respondents Tomas J. Aragon, M.D., California Department of Public Health, Michelle Baass, and California Department of Health Care Services’ Motion to Strike Portions of Amended Petition for Writ of Mandate is DENIED.

 

I.                   DEMIRRER TO VERIFIED AMENDED PETITION

 

A.                Second Cause of Action: Writ of Mandate Pursuant to CCP § 1085

 

A writ of mandate pursuant to Code of Civil Procedure section 1085 is available when (1) the petitioner has “no plain, speedy, and adequate alternative remedy;” (2) the respondent has “a clear, present and usually ministerial duty to perform;” and (3) the petitioner has “a clear, present and beneficial right to performance.” (Conlan v. Bonta (2002) 102 Cal.App.4th 745, 751-52.)

 

Respondents contend that CCP § 1085 is inapplicable to an adjudicatory decision. However, petitioner can seek administrative mandamus under CCP § 1094.5 and traditional mandamus in the same action. In Conlan v. Bonta (2002) 102 Cal.App.4th 745, the petitioners were denied Medi-Cal benefits after hearings. (Conlan, 102 Cal.App.4th at 748.) The Court of Appeal held that petitioners could challenge the decision of the administrative hearings pursuant to CCP § 1094.5. (Id. at 752.) In addition, because petitioners contended the Department of Health Services “failed to act as required by law in failing to establish procedures for direct reimbursement of amounts owed recipients for covered services obtained prior to acceptance into the Medi–Cal program,” the Court of Appeal held that CCP § 1094.5 did “not preclude a broader challenge to agency conduct or procedures alleged to breach the agency's statutory obligations” under CCP § 1085. (Ibid., citing Timmons v. McMahon (1991) 235 Cal.App.3d 512.)

 

Petitioner Anberry Nursing and Rehabilitation Center alleges that the California Department of Public Health (“CDPH”) enforced an underground regulation pursuant to which skilled nursing facilities that had been granted a staffing waiver of the minimum 3.5 direct care hours per patient day under Health and Safety Code § 1276.65(c)(1)(B) still had to meet the 3.2 nursing hours per patient day (“NHPPD”) standard under Health and Safety Code § 1276.5(a). (FAP ¶¶ 6, 69, 73, 91, 112; see Naturist Action Com. v. Department of Parks & Recreation (2009) 175 Cal.App.4th 1244, 1250 [“If an agency adopts a regulation without complying with the APA requirements it is deemed an ‘underground regulation’ (Cal.Code Regs., tit. 1, § 250) and is invalid”].) Petitioner further alleges that, even if the 3.2 NHPPD requirement applied, the CDPH also improperly relied on an All Facilities Letter (“AFL”) to exclude from meeting that requirement nursing hours performed by nurse assistants who were not participating in an approved training program. (FAP ¶¶ 7, 9, 80-83, 96, 97, 113.) Where a party challenges an “‘overarching, quasi-legislative policy set by an administrative agency’ … rather than a specific discretionary administrative decision,” the party may seek traditional mandate relief under CCP § 1085. (Clovis Unified School Dist. v. Chiang (2010) 188 Cal.App.4th 794, 809, quoting Californians for Native Salmon etc. Assn. v. Department of Forestry (1990) 221 Cal.App.3d 1419, 1429.)

 

Here, petitioner challenges an administrative decision upholding the imposition of a $25,000 penalty on it based on purported failure to comply with staffing requirements. (FAP ¶¶ 11, 66, 101, 102 & Ex. A.) Petitioner also contends that CDPH had and unwritten policy or underground regulation to apply a 3.2 NHPPD standard, irrespective of whether the facility had an individual waiver from the staffing requirements. (FAP ¶¶ 70, 73, 112.) In accordance with Conlan and Clovis, under CCP § 1085, petitioner may challenge CDPH’s purported underground regulation or policy of enforcing the 3.2 NHPPD standard against facilities that had received a staffing waiver.

 

In opposing the demurrer, respondents argue there is no policy or underground regulation to challenge under CCP § 1085, because petitioner’s allegations of an underground regulation are contrary to law and must therefore be disregarded on demurrer. (Demurrer at 12, citing V.C. v. Los Angeles Unified School Dist. (2006) 139 Cal.App.4th 499, 506 [when evaluating demurrer to the pleading “we may disregard allegations that are contrary to law”].)  More specifically, respondents argue that the AFLs upon which the CDPH hearing officer relied are purportedly statutorily exempt from the Administrative Procedures Act (“APA”), pursuant to Health and Safety Code § 1276.66(d). (Demurrer at 13:2-7.) That is not necessarily so.  The hearing officer relied upon AFL 20-21.1 and AFL 21-11, which were respectively enacted on June 26, 2020, and March 17 2021.  (Pet. Ex. A at 9 [Final Decision of CDPH Hearing Officer].)  Section 1276.66(d) became effective on January 1, 2023. (§ 1276.66(f).)  Respondents fail to persuade at this juncture that section 1276.66(d) should apply retroactively to exempt pre-existing AFLs from the requirements of the APA.  Therefore, petitioners have sufficiently alleged underground regulations in the form of AFL that did not comply with the requirements of the APA. (Gov. Code §§ 11340.5(a), 11350.)

 

Respondents also argue that the 3.2 NHPPD standard is not an underground regulation because it is established by a statute (H&S § 1276.5(a)) and not an AFL. (Demurrer at 13:8-13.)  This misunderstands petitioner’s contention.  Petitioner does not challenge the 3.2 NHPPD standard set forth in section 1276.5(a) itself.  Rather, petitioner challenges CDPH’s application of an AFL to impose the 3.2 NHPPD requirement, even though petitioner had obtained a staffing waiver. (FAP ¶¶ 2, 5, 6, 52, 54, 85, 90.) As alleged by petitioner, AFL 21-11 cannot impose a 3.2 NHPPD standard, because it refers to a 3.2 direct care hours per patient day (“DHPPD”) standard and says nothing about 3.2 NHPPD requirements. (FAP ¶ 90.) Section 1276.5, by contrast, imposes a 3.2 NHPPD requirement, not a 3.2 DHPPD requirement. (FAP ¶ 91.)  Further, petitioner alleges that AFL 21-11 cannot be enforced against it in any event, because the guidance in AFL 21-11 was issued on March 17, 2021, after the audit period. (FAP ¶¶ 85, 96.)

 

Based on the foregoing allegations, petitioner sufficiently alleges that CDPH failed to act as required by law in having implemented a policy or practice that reads participation in an approved training program as a requirement for hours to count in a calculation of a facility’s NHPPD. (FAP ¶ 95.) Petitioner also sufficiently alleges that CDPH failed to act as required by law by retroactively applying AFL 21-11 toward the audit period. (FAP ¶ 96.) Petitioner states a cause of action for CCP § 1085 writ relief.

 

Respondents also rely on Woods v. Superior Court (1981) 28 Cal.3d 668, where the city declared that certain apartments were uninhabitable and required the tenants to vacate. (Woods, 28 Cal.3d at 672.) The tenants applied to the county department of social welfare for relocation benefits. (Ibid.) After an administrative hearing, where the tenants presented testimony and arguments, the director of social services denied the tenants’ claims on the ground that housing relocation funds were unauthorized by departmental regulations. (Ibid.) The tenants sought a writ of mandamus pursuant to CCP § 1094.5. The director demurred to the petition, contending that the proper method to review the validity of a departmental regulation was traditional mandamus under CCP § 1085 or declaratory relief under CCP § 1060. (Id. at 672-73.)

 

The California Supreme Court held that, under CCP § 1094.5, the tenants may seek review of the denial of their applications for benefits while challenging the validity of the departmental regulations at the same time. (Woods, 28 Cal.3d at 677-78.) Even though the validity of administrative regulations was at issue, the tenants’ claims were denied in an adjudicatory hearing, where a rule was applied to a specific set of facts. (Id. at 676.) The high court held that, under CCP § 1094.5, the trial court may find an abuse of discretion if the director applied invalid regulations to the tenants. (Id. at 678; see also Verdugo Hills Hospital, Inc. v. Department of Health (1979) 88 Cal.App.3d 957, 962-63 [finding that in administrative mandamus proceeding, “validity of an administrative regulation, in whole or in part, as applied to a petitioner in an administrative mandamus proceeding, may be challenged therein by that petitioner where the basis of the challenge is that the regulation or some portion thereof is not a reasonable interpretation of the statute ... and is therefore void”].)

 

Woods is not dispositive here.  In Woods, the statutory scheme at issue allowed for presentation of questions of law before the agency and review of the agency’s decision pursuant to CCP § 1094.5. (Woods, 28 Cal.3d at 674-75 [Welfare and Institutions Code § 10950 requires “fair hearing,” where legal issues can be raised, for appeal of application for public social services; Welfare and Institutions Code § 10962 allows for judicial review of final decision, including questions of law, under CCP § 1094.5].) Here, by contrast, petitioner alleges that it was barred from raising disputes of law, including whether CDPH could exclude nursing assistant hours from the calculation of NHPPD, during the administrative hearing pursuant to AFL 22-08. (FAP ¶¶ 45, 61, 115 & Ex. F at 3.) Further, the statutes governing petitioner’s staffing do not explicitly provide for review under CCP § 1094.5. Because, during the administrative hearing, petitioner could not dispute the legality of imposition of a 3.2 NHPPD standard despite a staffing waiver, Woods is inapplicable as alleged. Petitioner is not limited to CCP § 1094.5 in challenging the imposition of a 3.2 NHPPD standard.

 

The demurrer to the second cause of action is OVERRULED.

B.                 Third Cause of Action: Declaratory Relief Pursuant to CCP § 1060

 

Respondents demur to the third cause of action for declaratory relief on the ground that such relief is not available for review of an administrative decision. (See Pacific Coast Medical Enterprises v. Department of Benefit Payments (1983) 140 Cal.App.3d 197, 203-04 [finding that writ of mandate pursuant to CCP § 1094.5, not declaratory relief, is appropriate vehicle of review of adjudicatory decision made by agency]; City of Pasadena v. Cohen (2014) 228 Cal.App.4th 1461, 1467 [“Declaratory relief also cannot be joined with a writ of mandate reviewing an administrative determination”]; Department of Health Care Services v. Office of Administrative Hearings (2016) 6 Cal.App.5th 120, 155-56 [“[W]hile declaratory relief is appropriate to establish rights between parties ‘in cases of actual controversy’ (Code Civ. Proc., § 1060), it is not an appropriate means to obtain judicial review of an administrative decision”].)

 

However, under Native Salmon, declaratory relief is available because an actual controversy exists concerning the enforcement of the 3.2 NHPPD staffing requirement despite the issuance of a staffing waiver and CDPH’s interpretation and application of statutes concerning nursing hours and direct care hours. The Court of Appeal in Native Salmon found that declaratory relief was available because the appellants “challenge[d] not a specific order or decision, or even a series thereof, but an overarching, quasi-legislative policy set by an administrative agency.” (Native Salmon, 221 Cal.App.3d at 1429.) Here, petitioner challenges not only the administrative decision but also the policy of imposing a 3.2 NHPPD standard, despite the granting of a staffing waiver, as an underground regulation. (FAP ¶¶ 73, 77-80.) Petitioner has alleged an actual controversy over a quasi-legislative policy.

 

The demurrer to the third cause of action is OVERRULED.           

 

II.                MOTION TO STRIKE PORTIONS OF VERIFIED AMENDED COMPLAINT

 

Respondents move to strike paragraphs and certain words in paragraphs 13, 24, 30, 44, 47, 48, 59-65, 69-71, 80, 89-95, and 97 to the extent that they are incorporated into the first cause of action. Respondents contend that, with respect to the demurrer to the initially filed Petition, the Court only granted leave to amend as to the second and third causes of action. Respondents point out that paragraph 98 incorporates the newly added paragraphs into the first cause of action.

 

Under CCP § 436, the Court has discretion to strike irrelevant, false, or improper matter in a pleading, or parts of a pleading that do not conform with the laws of California. (CCP § 436 [“The court may, upon a motion made pursuant to Section 435, or at any time in its discretion, and upon terms it deems proper . . . .”].) Here, the Court exercises this discretion and declines to strike the paragraphs specified in the notice of motion. The paragraphs challenged by respondents are relevant background information pertaining to the administrative proceedings.

 

The motion to strike is DENIED.