Back to Arizona

SB1477 • 2026

assisted living facilities; referral agents

SB1477 - assisted living facilities; referral agents

Passed Legislature

This bill passed both chambers and reached final enrollment, even if later executive action is not shown here.

Sponsor
Shawnna Bolick
Last action
2026-04-21
Official status
Senate minority caucus
Effective date
Not listed

Plain English Breakdown

The effective date of the bill is not specified in the provided official source material.

Rules for Assisted Living Referral Agencies

This bill sets rules for referral agencies that help people find places to live in assisted living facilities, including what information they must share and insurance requirements.

What This Bill Does

  • Requires referral agencies to tell residents about any business or financial ties with the assisted living facility before making a referral.
  • Makes sure referral agencies provide an estimate of fees paid by the facility for each referral.
  • Needs referral agencies to have specific types of insurance and check criminal history records annually.
  • Allows residents to stop using referral agency services at any time without paying extra fees.

Who It Names or Affects

  • Referral agencies that help people find assisted living facilities
  • Assisted living facilities and their residents

Terms To Know

referral agent
A person or company that helps connect people to assisted living facilities for a fee.
civil penalty
Money paid as punishment for breaking the rules set by this bill.

Limits and Unknowns

  • The exact date when these rules will start is not clear.
  • Does not specify how much money it might cost to enforce these rules.

Amendments

These notes stay tied to the official amendment files and metadata from the legislature.

Plain English: Fifty-seventh Legislature Second Regular Session COMMITTEE ON HEALTH & HUMAN SERVICES HOUSE OF REPRESENTATIVES AMENDMENTS TO S.B.

  • Fifty-seventh Legislature Second Regular Session COMMITTEE ON HEALTH & HUMAN SERVICES HOUSE OF REPRESENTATIVES AMENDMENTS TO S.B.
  • 1477 (Reference to Senate engrossed bill) The bill as proposed to be amended is reprinted as follows: 1 Section 1.
  • Section 36-446.14, Arizona Revised Statutes, is amended 2 to read: 3 36-446.14.
  • Referral agencies; referral agents; assisted 4 living facilities and assisted living homes; 5 disclosures; acknowledgement; fee; notice; 6 insurance requirements; civil penalty; 7 definitions 8 A.
  • This amendment summary is using official source text because generated interpretation was skipped for this run.

Plain English: Fifty-seventh Legislature Health & Human Services Second Regular Session S.B.

  • Fifty-seventh Legislature Health & Human Services Second Regular Session S.B.
  • 1477 PROPOSED HOUSE OF REPRESENTATIVES AMENDMENTS TO S.B.
  • 1477 (Reference to Senate engrossed bill) The bill as proposed to be amended is reprinted as follows: 1 Section 1.
  • Section 36-446.14, Arizona Revised Statutes, is amended 2 to read: 3 36-446.14.
  • This amendment summary is using official source text because generated interpretation was skipped for this run.

Plain English: Fifty-seventh Legislature Regulatory Affairs and Government Efficiency Second Regular Session S.B.

  • Fifty-seventh Legislature Regulatory Affairs and Government Efficiency Second Regular Session S.B.
  • 1477 COMMITTEE ON REGULATORY AFFAIRS AND GOVERNMENT EFFICIENCY SENATE AMENDMENTS TO S.B.
  • 1477 (Reference to printed bill) The bill as proposed to be amended is reprinted as follows: 1 Section 1.
  • Section 36-446.14, Arizona Revised Statutes, is amended 2 to read: 3 36-446.14.
  • This amendment summary is using official source text because generated interpretation was skipped for this run.

Plain English: Fifty-seventh Legislature Regulatory Affairs and Government Efficiency Second Regular Session S.B.

  • Fifty-seventh Legislature Regulatory Affairs and Government Efficiency Second Regular Session S.B.
  • 1477 PROPOSED SENATE AMENDMENTS TO S.B.
  • 1477 (Reference to printed bill) The bill as proposed to be amended is reprinted as follows: 1 Section 1.
  • Section 36-446.14, Arizona Revised Statutes, is amended 2 to read: 3 36-446.14.
  • This amendment summary is using official source text because generated interpretation was skipped for this run.

Bill History

  1. 2026-04-21 Senate

    Senate minority caucus

  2. 2026-04-15 Senate

    Transmitted to Senate

  3. 2026-04-15 House

    House third read passed

  4. 2026-03-31 House

    House committee of the whole

  5. 2026-03-17 House

    House minority caucus

  6. 2026-03-17 House

    House majority caucus

  7. 2026-03-04 House

    House second read

  8. 2026-03-03 House

    House Rules: C&P

  9. 2026-03-03 House

    House Health & Human Services: DPA

  10. 2026-03-03 House

    House first read

  11. 2026-02-25 House

    Transmitted to House

  12. 2026-02-25 Senate

    Senate third read passed

  13. 2026-02-25 Senate

    Senate committee of the whole

  14. 2026-02-17 Senate

    Senate minority caucus

  15. 2026-02-17 Senate

    Senate majority caucus

  16. 2026-02-02 Senate

    Senate second read

  17. 2026-01-29 Senate

    Senate Rules: PFC

  18. 2026-01-29 Senate

    Senate Regulatory Affairs and Government Efficiency: DPA

  19. 2026-01-29 Senate

    Senate first read

Official Summary Text

SB1477 - 572R - Senate Fact Sheet

Assigned to
RAGE������������������������������������������������������������������������������������������������������� AS
PASSED BY HOUSE

ARIZONA STATE SENATE

Fifty-Seventh
Legislature, Second Regular Session

AMENDED

FACT SHEET FOR
S.B. 1477

assisted living
facilities; referral agents

Purpose

Adds disclosure
and insurance requirements for assisted living referral agencies
.

Background

An assisted
living referral agency must disclose to a prospective resident or the
prospective resident's representative, by the time a referral is made for care
at an assisted living facility or home, all of the following: 1) any business,
financial, ownership or familial relationship between the referral agency and
the assisted living facility or home; 2) that the assisted living facility or
home pays a fee to the referral agency regarding the referral; and 3) the
amount or good faith estimate of the fee that the assisted living facility or
home will pay to the referral agency. The referral agency may describe the fee
as a dollar amount or as a percentage of the prospective resident's first
month's rent and care charges at the assisted living facility or home. The
prospective resident may terminate all services of the referral agency at any
time by providing a written or electronic termination notice. Upon receipt of
the termination notice, the referral agency may not collect any fee for the
resident's move-in after the date of the notice, with outlined exemptions.

Within 14 days
after a resident is admitted to an assisted living facility or home, the
facility or home must notify the referral agency of the resident's admission if
the facility or home is contracted with the referral agency. No later than 14
days after receiving notice of the resident's admission, the referral agency must
provide the assisted living facility or home with a written copy, electronic
copy or recording of the prescribed disclosures made to the resident and the
resident's acknowledgement of receiving the disclosure, along with the date and
time of the disclosure. The assisted living facility or home must maintain a
copy of the disclosure for as long as the resident is at the facility or home.
The referral agency must maintain a copy of the disclosure and acknowledgement
for one year. The assisted living facility or home must not pay any referral
fee associated with a resident until the facility or home receives the required
disclosure made to the resident and the resident's acknowledgement of receiving
the disclosure.

A violation of
the assisted living referral agency requirements is subject to a civil penalty
of up to $1,000 for each violation. The Attorney General or a county attorney
may institute a proceeding in superior court to recover the civil penalty and
to restrain and enjoin a violation. A civil penalty recovered must be deposited
into the general fund of the jurisdiction that prosecuted the violation (
A.R.S.
� 36-446.14
).

There is no
anticipated fiscal impact to the state General Fund associated with this
legislation.

Provisions

1.

Requires
a referral agency to either:

a)

provide documentation to the assisted living facility or home that the
referral agent is not on the adult protective services registry; or

b)

include through contract or policy and procedures that the agency
annually uses a nationally accredited service provider to obtain criminal
history record information for new employees who have direct contact with
consumers or that physically enter assisted living facilities or homes for the
purpose of making referrals.

2.

Requires
a referral agency to procure, from an insurer authorized to do business in
Arizona, the following insurance:

a)

commercial general liability insurance in an amount of at least
$1,000,000 per occurrence and $3,000,000 in the aggregate; and

b)

professional liability insurance in an amount of at least $1,000,000 per
occurrence and $3,000,000 in the aggregate.

3.

Defines

referral agent
as a person or entity that provides referrals for a fee
that is collected from either the resident or the assisted living facility or
assisted living home.

4.

Excludes, from the definition of
referral agent
:

a)

an
assisted living facility or assisted living home, or its employees; or

b)

a resident, a resident's family member or a patron of an assisted living
facility or home who refers a prospective resident to an assisted living
facility or home and receives a discount or other remuneration from the
assisted living facility or assisted living home.

5.

Makes
technical and conforming changes.

6.

Becomes
effective on the general effective date.

Amendments
Adopted by
Committee

�

Allows a referral agency, in lieu of submitting the adult
protective services registry documentation, to annually verify that the agency
uses a nationally accredited service provider to obtain criminal history record
information for new employees who have direct contact with consumers or that
physically enter assisted living facilities or homes for the purpose of making
referrals.

Amendments
Adopted by the House of Representatives

1.

Specifies
that a referral agency must provide documentation to the assisted living
facility or home that the referral agent, rather than the referral agency, is
not on the adult protective services registry.

2.

Defines

referral agent.

3.

Makes
technical changes.

Senate Action
���������������������������������������������������������
House
Action

RAGE������������ 2/11/26����� DPA��� 6-0-1������������������ HHS��������������� 3/9/26������� DPA������� 10-0-0-2

3
rd
Read��������� 2/25/26����������������� 27-0-3���������������� 3
rd

Read��������� 4/15/26���������������������� 45-8-7

Prepared by Senate Research

April 15, 2026

JT/HD/ci

Current Bill Text

Read the full stored bill text
SB1477 - 572R - H Ver

House Engrossed
Senate Bill

assisted living
facilities; referral agents

State of Arizona

Senate

Fifty-seventh Legislature

Second Regular Session

2026

SENATE BILL 1477

AN
ACT

Amending section 36-446.14, Arizona
Revised Statutes; relating to assisted living facilities.

(TEXT OF BILL BEGINS ON NEXT PAGE)

Be it
enacted by the Legislature of the State of Arizona:

Section
1.
1. Section
36-446.14, Arizona Revised Statutes, is amended to read:

START_STATUTE
36-446.14.

Referral
agencies; referral agents; assisted living facilities and assisted living
homes; disclosures; acknowledgement; fee; notice; insurance requirements; civil
penalty; definitions

A. A referral agency shall disclose, in the form
prescribed by subsection D of this section, to any prospective resident or
representative of a prospective resident at the time or before any referral is
made for care at an assisted living facility or assisted living home all of the
following:

1. The existence of any current business
relationship or any common ownership or control and any other financial,
business, management or familial relationship that exists between the referral
agency and the assisted living facility or assisted living home.

2. That the assisted living facility or assisted
living home pays a fee to the referral agency in connection with the referral.

3. The amount of the fee, if determined, or a good
faith estimate of the fee, if not determined, that the assisted living facility
or assisted living home will pay to the referral agency. The
referral agency may describe the fee as a dollar amount or as a percentage of
the prospective resident's first month's rent and care charges at the
assisted living
facility or
assisted living

home.

B. After the first instance of the referral agency
providing the disclosure required by subsection A of this section, the referral
agency shall request from the prospective resident or representative of a
prospective resident an acknowledgement of receiving the disclosure in the same
manner and form in which the disclosure was delivered.

C. The prospective resident may terminate all
services of the referral agency for the prospective resident at any time,
including the use of the prospective resident's personal information, by
providing a written or electronic termination notice to the referral agency.�
If the prospective resident delivers a termination notice, the referral agency
is not entitled to any fee for the resident's move-in after the date of
the termination notice unless either of the following applies:

1. The assisted living facility or assisted living
home chosen by the resident within twelve months after the date of termination
was specifically identified and referred to the resident after evaluating the
prospective resident's profile and requests before the resident delivered the
notice of termination.

2. The referral
agency provides documentation to the assisted living facility or assisted
living home that the resident communicated with the referral agency for
referral services before the resident's admission to the assisted living
facility or assisted living home.

D. The referral agency's written, electronic or oral
disclosure shall be in the following format and, if written, shall be in
fourteen-point font type:

Arizona law requires that we provide you with the following
disclosure notice.

We are in the business of referring residents to assisted
living facilities and assisted living homes.� We will be paid by the
assisted living
facility or
assisted living

home if you move into one of the referred
assisted living

facilities or
assisted living
homes.� The fee we receive
from the
assisted living
facility or
assisted
living
home into which you move typically ranges from (____) to (____)
percent of your first month's rent and care charges or from ($____) to
($____).� We
(do/do not)
have a current business relationship (but/and)
we
(do/do not)
have a common ownership or control in, or any other
financial, business, management or familial relationship with, (any) (one or
more) of the
assisted living
homes and
assisted
living
facilities to which we are referring you.

By providing us with a written or electronic notice, you have
the right to terminate our services to you at any time, including our use of
your personal information. If you terminate our services, we will
not be entitled to any fee for any move-in you make after the date of the
termination notice unless either:

1. The
assisted living

facility or
assisted living
home you choose within the
next twelve months is one that we specifically identify and refer to you after
we evaluate your profile and requests but before we receive your notice of
termination.

2. You communicate with us before you move into
the
assisted living
facility or
assisted
living
home.

E. Within fourteen days after a resident is admitted
to an assisted living facility or assisted living home, the
assisted
living
facility or
assisted living
home shall
notify the referral agency of the resident's admission if the
assisted
living
facility or
assisted living
home is
contracted with the referral agency. Not later than fourteen days
after receiving notice of the resident's admission, the referral agency shall
provide the assisted living facility or assisted living home with a written or
electronic copy or recording of the disclosure made to the resident and the
resident's acknowledgement of receiving the disclosure as prescribed in
subsections B and D of this section, along with the date and time of the
disclosure to the resident.
�The referral agency shall provide
documentation to the assisted living facility or assisted living home that the
referral
agent is not on the adult protective services
registry
or, in the alternative, shall include through
contract or policy and procedures that the referral agency annually uses a
nationally accredited service provider to obtain criminal history record
information for new employees of the referral agency who have direct contact
with consumers or who physically enter assisted living facilities or assisted
living homes for the purpose of making referrals.
The
assisted living facility or assisted living home shall maintain a copy of the
disclosure for as long as the resident is at the facility or home. The referral
agency shall maintain a copy of the disclosure and acknowledgement for one
year. The assisted living facility or assisted living home shall not
pay any referral fee associated with a resident until the
assisted
living
facility or
assisted living
home receives
the written or electronic copy or recording of the disclosure made to the
resident and the resident's acknowledgement of receiving the disclosure
provided and maintained in the same manner and form.

F. A referral agency shall procure
the following insurance from an insurer authorized to do business in this
state:

1. Commercial general liability
insurance in an amount of at least $1,000,000 per occurrence and $3,000,000 in
the aggregate.

2. Professional liability insurance
in an amount of at least $1,000,000 per occurrence and $3,000,000 in the
aggregate.

F.
G.
A
referral agency

that violates this section is subject to
a civil penalty of up to $1,000 for each violation. The attorney
general or a county attorney may institute a proceeding in superior court to
recover the civil penalty under this subsection and to restrain and enjoin a
violation of this section. Any civil penalty recovered pursuant to
this subsection shall be deposited in the general fund of the jurisdiction that
prosecuted the violation.

G.
H.
For
the purposes of this section:

1. "Electronically" includes an audio
recording that conforms with the Arizona rules of evidence, that is maintained
by the referral agency and that is transmitted to the assisted living facility
or assisted living home and the resident or the resident's representative in a
format that can be downloaded.

2. "Referral
agency"
or "referral agent"
:

(a) Means a person or entity that provides referrals
for a fee that is collected from either the resident or the assisted living
facility or assisted living home.

(b) Does not include
either:

(i) An assisted
living facility or assisted living home, or its employees.

(ii) A resident, a
resident's family member or a patron of an assisted living facility or assisted
living home who refers a prospective resident to an assisted living facility or
assisted living home and receives a discount or other remuneration from the
assisted living facility or assisted living home.
END_STATUTE