BILL NUMBER: AB 1960 AMENDED BILL TEXT AMENDED IN ASSEMBLY APRIL 15, 2004 AMENDED IN ASSEMBLY APRIL 12, 2004 INTRODUCED BY Assembly Members Pavleyand Frommer, Chu, Frommer, and Ridley-Thomas(Coauthors: Assembly Members Chu, and Ridley-Thomas)(Coauthor: Assembly Member Koretz) (Coauthor: Senator Kuehl) FEBRUARY 12, 2004 An act to add Article 8 (commencing with Section 4130) to Chapter 9 of Division 2 of the Business and Professions Code, relating to pharmacy benefits management. LEGISLATIVE COUNSEL'S DIGEST AB 1960, as amended, Pavley. Pharmacy benefits management. Existing law, the Pharmacy Law, creates the California State Board of Pharmacy and makes it responsible for the regulation and licensure of persons engaged in pharmacy practices relating to the furnishing of dangerous drugs, as defined. Under existing law, a violation ofthe provisions ofthe Pharmacy Law is a crime. This bill would define the term "pharmacy benefits management" as, among other things,the procurement of prescription drugs at a negotiated rate for dispensation within this state , the management of prescription drug benefits, and the provision of specified services relating to pharmacy benefits . The bill would also define the term "pharmacy benefits manager" as an entity that performs pharmacy benefits management. The bill would require pharmacy benefits managers to register with the California State Board of Pharmacy, and would requirethatthe board to set specified standards fortheregistrationthereof. The bill would further require a pharmacy benefits manager to make specified disclosures to its purchasers and prospective purchasers with regard to revenues and its drug formularies, and to make specified disclosures to the public upon request. The bill would also establish certain standards and requirements with regard to pharmacy benefits management contracts and the provision of certain drugs. Because the bill wouldspecify an additional requirementcreate additional requirements under the Pharmacy Law, a violation of which would be a crime, it would impose a state-mandated local program. The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement. This bill would provide that no reimbursement is required by this act for a specified reason. Vote: majority. Appropriation: no. Fiscal committee: yes. State-mandated local program: yes. THE PEOPLE OF THE STATE OF CALIFORNIA DO ENACT AS FOLLOWS: SECTION 1. Article 8 (commencing with Section 4130) is added to Chapter 9 of Division 2 of the Business and Professions Code, to read: Article 8. Pharmacy Benefits Management 4130. For purposes of this article, the following definitions shall apply: (a) "Labeler" means any person who receives prescription drugs from a manufacturer or wholesaler and repackages those drugs for later retail sale and who has a labeler code from the federal Food and Drug Administration under Section 207.20 of Title 21 of the Code of Federal Regulations. (b) "Pharmacy benefits management" is the procurement of prescription drugs at a negotiated rate for dispensation within this state, the administration or management of prescription drug benefits, or the provision of any of the following services with regard to the administration ofthe following pharmacy benefitspharmacy benefits including : (1) Mail service pharmacy. (2) Claims processing, retail network management, and payment of claims to pharmacies for prescription drugs. (3) Clinical formulary development and management services. (4) Rebate contracting and administration. (5) Certain patient compliance, therapeutic intervention, and generic substitution programs. (6) Disease management programs involving prescription drug utilization. (c) "Pharmacy benefits manager" is any person who performs pharmacy benefits management. The term does not include a health care service plan or health insurer if the health care service plan or health insurer offers or provides pharmacy benefits management servicesor administration through an affiliate, subsidiary, or other related entity,and if those servicesor administrationare offered or provided only to enrollees, subscribers, or insureds who are also covered by health benefits offered or provided by that health care service plan or health insurer , nor does the term include an affiliate, subsidiary, or other related entity of the health care service plan or health insurer that would otherwise qualify as a pharmacy benefits manager, as long as the services offered or provided by the related entity are offered or provided only to enrollees, subscribers, or insureds who are also covered by the health benefits offered or provided by that health care service plan or health insurer. (d) "Purchaser" is any person who enters into an agreement with a pharmacy benefits manager for the provision of pharmacy benefit management services . 4131. (a) A person may not engage in pharmacy benefits management in the state unless the person registers with the board. (b) An applicant for registration shall do all of the following: (1) Submit to the board , on an annual basis, an application on the form that the board provides. The application shall include, but shall not be limited to, all of the following items: (A) The name of the pharmacy benefits manager. (B) The address of the pharmacy benefits manager. (C) Contact information for the pharmacy benefits manager. (D) The number of individuals in California who receive services from the pharmacy benefits manager. (2) Submit the documents that the board requires. (3) Pay to the board a fee set by the board. (c) The board shall register each applicant that meets the standards of this section , and shall maintain an updated list of registered pharmacy benefit managers . (d) The board shall set standards for the denial of registration. 4132. (a) A pharmacy benefits manager shall disclose to the purchaser or prospective purchaser, on request, the amount of all rebate revenues and the nature, type, and amounts of all other revenues that the pharmacy benefits manager receives from each pharmaceutical manufacturer or labeler with whom the pharmacy benefits manager has a contract. The pharmacy benefits manager shall disclosein writing all of the following: (1) The aggregate amount, and for a specified list of drugs, the specific amount, of all rebates and other retrospective utilization discounts received by the pharmacy benefits manager directly or indirectly from each pharmaceutical manufacturer or labeler that are earned in connection withthe dispensing of prescription drugs to individuals benefiting fromprescription drug benefits managed by the pharmacy benefits managerservices.related to the purchaser or prospective purchaser. (2) The nature, type, and amount of all other revenue received by the pharmacy benefits manager directly or indirectly from each pharmaceutical manufacturer or labelerfor any other products or services provided to the pharmaceutical manufacturer or labeler by the pharmacy benefits manager with respect to programs offered by the purchaser to individuals receiving the benefits of the manager.related to the purchaser or prospective purchaser. (3) Any prescription drug utilization informationrequested by the purchaser.related to utilization by the purchaser's enrollees or aggregate utilization data that is not specific to an individual consumer, prescriber, or purchaser. (4) Records developed by the pharmacy and therapeutic committee of the plan, or by others responsible for developing, modifying, and overseeing formularies, including medical groups, individual practice associations, and contracting pharmaceutical benefits management companies, used to guide the drugs prescribed for the enrollees of the plan, that fully describe the reasoning behind formulary decisions. (5) Any arrangements with prescribing providers, medical groups, individual practice associations, pharmacists, or other entities that are associated with activities of the pharmacy benefits manager to encourage formulary compliance or otherwise manage prescription drug benefits. (b) A pharmacy benefits manager shall provide the information described in paragraphs (1), (2),and (3)(3), (4), and (5) of subdivision (a) within 30 days of receipt of the request. If requested, the information shall be provided no less than once each year. (c) Except for utilization information, a pharmacy benefits manager need not make the disclosures required in subdivision (a) unless and until the purchaser or prospective purchaser agrees in writing to maintain as confidential any information that the pharmacy benefits manager reasonably considers proprietary. That agreement may provide for equitable and legal remedies in the event of a violation of the agreement. Proprietary information includes trade secrets, and information on pricing, costs, revenues, taxes, market share, negotiating strategies, customers and personnel held by a pharmacy benefits manager and used for its business purposes.(d) Every pharmacy benefits manager that maintains one or more drug formularies shall provide to members of the public, upon request, a copy of the most current list of prescription drugs on the formulary of the manager by major therapeutic category, with an indication of whether any drugs on the list are preferred over other listed drugs. If the pharmacy benefits manager maintains more than one formulary, the manager shall notify the requester that a choice of formulary lists is available. (e) A pharmacy benefits manager shall disclose the membership of any pharmacy and therapeutics committee, the credentials of committee members, and any relationships between committee members and drug manufacturers.4133. A pharmacy benefits manager may not execute a contract for the provision of pharmacy benefits management services that fails to address the following items: (a) The amount of the total revenues, rebates, and discounts identified in paragraphs (1) and (2) of subdivision (a) of Section 4132 that shall be passed on to the purchaser. (b) The disclosure or sale of enrollee utilization data by the pharmacy benefits manager to any person or entity other than the purchaser or prospective purchaser. (c) Any administrative or other fees charged by the pharmacy benefits manager to the purchaser or prospective purchaser. (d) Factors that trigger an audit of the contract for pharmacy benefits management services. (e) Any revenues, rebates, or discounts received by the pharmacy benefits manager directly or indirectly from entities other than manufacturers and labelers. (f) Bulk purchase arrangements between the pharmacy benefitsmanagers withmanager's mail-order pharmacies and drug manufacturers and labelers . (g) The process for development of formularies and notification of changes to formularies, and approval of those changes by the purchaser, provided that the pharmacy benefits manager meets the requirements of Sections4134 and4135 and 4136 . 4134. A pharmacy benefits manager shall disclose to members of the public, upon request, the following information: (a) A copy of the most current list of prescription drugs on the formulary of the pharmacy benefits manager by major therapeutic category, with an indication of whether any drugs on the list are preferred over other listed drugs. If the pharmacy benefits manager maintains more than one formulary, the manager shall notify the requester that a choice of formulary lists is available. (b) The membership of any pharmacy and therapeutics committee, the credentials of committee members, and any direct or indirect financial relationships between committee members and drug manufacturers. 4135. A pharmacy benefits manager may not limit or exclude coverage for a drug for an enrollee if the drug previously had been approved for coverage by the pharmacy benefits manager for a medical condition of the individual consumer and the prescribing provider continues to prescribe the drug for the medical condition, provided that the drug is appropriately prescribed and is considered safe and effective for treating the consumer's medical condition. Nothing in this section shall preclude the prescribing provider from prescribing another drug covered by the pharmacy benefits manager that is medically appropriate for the consumer, nor shall this section be construed to prohibit generic drug substitutions as authorized by Section 4073. For purposes of this section, a prescribing provider shall include a provider authorized to write a prescription to treat a medical condition of a consumer pursuant to subdivision (a) of Section 4059.4135.4136. (a) A pharmacy benefits manager shall maintain an expeditious process by which prescribing providers may obtain authorization for a medically necessary nonformulary prescription drug. On or before July 1, 2005, every pharmacy benefits manager shall make public on request a description of its process, including timelines, for responding to authorization requests for nonformulary drugs. Each pharmacy benefits manager shall provide a written description of its most current process, including timelines, to each purchaser and, on request, to prescribing providers. For purposes of this section, a prescribing provider shall include a provider authorized to write a prescription to treat a medical condition of an enrollee pursuant to subdivision (a) of Section 4040. (b) Any pharmacy benefits manager that disapproves a request made pursuant to subdivision (a) by a prescribing provider to obtain authorization for a nonformulary drug shall provide the reasons for the disapproval in a notice provided to the purchaser. (c) The process described in subdivision (a) by which prescribing providers may obtain authorization for medically necessary nonformulary drugs does not apply to a nonformulary drug that has been prescribed for an enrollee in conformity with Section41344135 .(d) Every pharmacy benefits manager shall maintain all of the following information, which shall be made available to the purchaser or the public upon request: (1) The complete drug formulary or formularies of the plan, if the plan maintains a formulary, including a list of the prescription drugs on the formulary of the plan by major therapeutic category with an indication of whether any drugs are preferred over other drugs. (2) Records developed by the pharmacy and therapeutic committee of the plan, or by others responsible for developing, modifying, and overseeing formularies, including medical groups, individual practice associations, and contracting pharmaceutical benefits management companies, used to guide the drugs prescribed for the enrollees of the plan, that fully describe the reasoning behind formulary decisions. (3) Any arrangements with prescribing providers, medical groups, individual practice associations, pharmacists, or other entities that are associated with activities of the pharmacy benefits manager to encourage formulary compliance or otherwise manage prescription drug benefits. (e)(d) Nonformulary prescription drugs shall include any drug for which an individual's copayment or out-of-pocket costs are different than the copayment for a formulary prescription drug, except as otherwise provided by law or regulation. SEC. 2. No reimbursement is required by this act pursuant to Section 6 of Article XIII B of the California Constitution because the only costs that may be incurred by a local agency or school district will be incurred because this act creates a new crime or infraction, eliminates a crime or infraction, or changes the penalty for a crime or infraction, within the meaning of Section 17556 of the Government Code, or changes the definition of a crime within the meaning of Section 6 of Article XIII B of the California Constitution.