Establishes a continuing care retirement community bill of rights; requires the commissioner of health to designate a county ombudsperson to monitor such bill of rights.
STATE OF NEW YORK
________________________________________________________________________
9693
IN SENATE
April 2, 2026
___________
Introduced by Sen. CLEARE -- read twice and ordered printed, and when
printed to be committed to the Committee on Aging
AN ACT to amend the public health law, in relation to establishing a
continuing care retirement community bill of rights
The People of the State of New York, represented in Senate and Assem-bly, do enact as follows:
1 Section 1. The public health law is amended by adding a new section
2 4625 to read as follows:
3 § 4625. Continuing care retirement community bill of rights. 1. Every
4 continuing care retirement community (CCRC) shall adopt, implement and
5 distribute to residents the following continuing care retirement commu-
6 nity bill of rights. All residents of CCRCs shall have the right to:
7 a. expect full, prompt and complete fulfillment by the CCRC's manage-
8 ment of those services delineated in their contracts and other affil-
9 iated contracts. An annual survey of such services with an evaluation of
10 their fulfillment shall be implemented by the residents' association
11 with results distributed to residents. Contracts approved by the manage-
12 ment of the CCRC shall be available for inspection by residents or their
13 designated representatives;
14 b. establish, organize, fund, develop by-laws for, and operate a resi-
15 dents' association whose purposes include, but are not limited to,
16 representing the interests of the residents to the administration and
17 the CCRC's corporate governing board;
18 c. freely assemble, with or without the participation of management
19 and staff as the residents in their judgment deem advisable, to enhance
20 communication and information-sharing among the residents, and to
21 promote active learning and discussion of issues facing the CCRC commu-
22 nity;
23 d. select and appoint, in accordance with the resident association's
24 own by-laws, at least one but no more than two members of the CCRC's
25 corporate governing board, who have rights and duties commensurate with
26 the other board members;
27 e. receive regularly scheduled reports from the association-appointed
28 governing board members about the board's deliberations, actions and
EXPLANATION--Matter in italics (underscored) is new; matter in brackets
[] is old law to be omitted.
LBD10580-01-5
S. 9693 2
1 policies. Residents have a right to a corporate governing board every
2 member of which acknowledges their fiduciary responsibility to the resi-
3 dents. All corporate board and corporate board committee meetings shall
4 be open to any resident or their representative wishing to attend with-
5 out fear of reprisal except for meetings closed in accordance with state
6 or federal statutes and regulations. Meetings shall be closed only for
7 discussion of personnel or personal health issues;
8 f. be kept informed by the administration, on a semiannual basis,
9 about all significant issues of management which directly affect resi-
10 dents' well-being or their financial investment, or any issues about
11 which residents are concerned, limited only by necessary and explicitly
12 defined policies of confidentially and privacy;
13 g. full disclosure of the finances of the corporation, presented at
14 least on an annual basis. In cases where a community is a member of a
15 consortium of communities, residents have the right to be fully informed
16 of the finances of both their local community and of the parent corpo-
17 ration. CCRC residents have the right to receive periodic written
18 reports from a duly certified actuary affirming that sufficient funds
19 will be available for the future likely needs of the resident popu-
20 lation. Residents have the right to be informed in advance if any sale
21 of the community to another operator or provider comes under consider-
22 ation;
23 h. a plain English list of those services guaranteed by the residency
24 contract, as well as a list of those services offered by the CCRC to
25 residents but not guaranteed in the contract (and which may be modified
26 or withdrawn at the discretion of the management or corporate governing
27 board), provided to all prospective residents prior to their being asked
28 to sign the contract;
29 i. visit the assisted living and skilled nursing facilities, as well
30 as all the amenities associated with independent living, before signing
31 a contract;
32 j. be informed in advance of, and be given an opportunity to comment
33 on, changes in the delivery of services, including changes in staffing
34 levels in its administrative and service departments and changes in
35 staff credentialing requirements in areas such as health care, food
36 service, and facilities maintenance. Such notice shall be given in
37 advance of implementation with sufficient time for residents to respond;
38 k. be informed, at least a month in advance of implementation, about
39 any change in fees, and have the opportunities to comment on such chang-
40 es to management and to the governing board. The CCRC management and/or
41 corporate board shall respond with written responses to residents;
42 l. participate directly in the governance of the residents' associ-
43 ation through communication, discussion, and decision-making in open
44 meetings, through membership in association committees, and through the
45 election of officers and members of the resident association's own board
46 of directors, in accordance with by-laws;
47 m. raise issues concerning their own well-being, their quality of
48 life, and the sufficiency of their involvement in community life and
49 governance, and to advocate openly for issues of concern to them to be
50 discussed and dealt with by the residents' association, the adminis-
51 tration, and the governing board as appropriate;
52 n. establish and operate informal activities of any kind, so long as
53 they do not impact negatively on the lives of others, violate the law,
54 interfere with other activities in community space and facilities, or
55 require resident association funds;
S. 9693 3
1 o. organize and seek residents' association recognition of a new
2 committee or other resident activity needing community facilities, or
3 residents' association funds;
4 p. all the benefits of living in community, including all the services
5 and amenities on offer, and all regulations applying to community life,
6 provided and enforced impartially and without prejudice, regardless of a
7 resident's age, gender, religion, race, economic status, professional
8 background, sexual orientation, past or present advocacy of issues and
9 policies applying to community life and governance, past or present
10 activism in the polity outside of the retirement community, or past or
11 present service on boards or committees;
12 q. select, based on availability and the resident's financial quali-
13 fications, an independent living apartment of the resident's choice and
14 to appoint and furnish it to the resident's taste, within the provisions
15 of the life-care contract and fire and safety regulations; and
16 r. participate as fully and meaningfully as possible when the need to
17 move to an assisted living facility or skilled nursing unit comes under
18 discussion. Family members designated by the resident shall have the
19 right to be kept informed of the resident's condition and care plan.
20 Residents or their designated medical proxies shall have the right to
21 refuse medications and treatments.
22 2. The commissioner shall designate an ombudsperson for each county in
23 which a CCRC is located to monitor the bill of rights established by
24 this section and any other regulations concerning residence in independ-
25 ent living at a CCRC. The commissioner shall promulgate regulations
26 providing direction and regulatory authority to the ombudsperson. Resi-
27 dents and/or their family members or representatives shall have the
28 right to contact their county ombudperson with complaints, compliments,
29 and/or comments without prejudice or recrimination. Records of the
30 contacts made under the ombudsperson program shall be a matter of public
31 record and available on request.
32 § 2. This act shall take effect on the ninetieth day after it shall
33 have become a law. Effective immediately, the addition, amendment and/or
34 repeal of any rule or regulation necessary for the implementation of
35 this act on its effective date are authorized to be made and completed
36 on or before such effective date.
