BILL ANALYSIS                                                                                                                                                                                                    




                   Senate Appropriations Committee Fiscal Summary
                           Senator Christine Kehoe, Chair

                                           786 (Jones)
          
          Hearing Date:  8/24/2009        Amended: 8/18/2009
          Consultant: Katie Johnson       Policy Vote: Health 7-3
          _________________________________________________________________ 
          ____
          BILL SUMMARY:  AB 786 would require the Department of Managed  
          Health Care and the Department of Insurance to jointly  
          promulgate regulations to develop standard definitions and  
          terminology for covered health benefits and cost-sharing  
          provisions applicable to individual health care contracts and  
          individual health insurance policies and to develop a system to  
          categorize all contracts and policies to be offered and sold to  
          individuals on and after September 1, 2012. The bill would  
          require the Office of the Patient Advocate to develop and post  
          on its Internet Web site a description of each coverage choice  
          category and a uniform benefit matrix of all available  
          individual health plan contracts and individual health insurance  
          policies.
          _________________________________________________________________ 
          ____
                            Fiscal Impact (in thousands)

           Major Provisions         2009-10      2010-11       2011-12     Fund
                                                                  
          CDI regulations, oversight,     $500               
          $1,000$1,000Special*
          policy filing reviews

          DMHC regulations, oversight,    $950              $950  
          $360Special**
          plan filing reviews

          OPA development, posting,       $0           $0             
          $200Special**
          and maintenance of
          category descriptions and
          benefit matrix on website

          *Insurance Fund
          **Managed Care Fund
          _________________________________________________________________ 
          ____











          STAFF COMMENTS: This bill meets the criteria for referral to the  
          Suspense File.
          
          Existing law provides for the regulation of health care service  
          plans by the Department of Managed Health Care (DMHC) and for  
          the regulation of health insurers by the California Department  
          of Insurance (CDI). 

          This bill would require DMHC and CDI to jointly promulgate  
          regulations by December 31, 2011, to develop standard  
          definitions and terminology for covered benefits and  
          cost-sharing provisions, including, but not limited to,  
          copayments, coinsurance, deductibles, limitations, and  
          exclusions for individual health care service plan contracts and  
          health insurance policies. Health plans and insurers would be  
          required to comply with the new standard definitions and  
          terminology for all new individual plan contracts and insurance  
          policies issued one year after they are developed. Additionally,  
          this bill would require 
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          AB 786 (Jones)

          existing individual plan contracts and insurance policies to  
          comply with the newly developed standard definitions and  
          terminology within three years of the adoption of the  
          regulations. A plan or insurer may offer a covered individual  
          the opportunity to transfer, without medical underwriting, to a  
          new contract or policy that complies with the standard  
          definitions and terminology in lieu of complying with the  
          regulations.

          This bill would also require DMHC and CDI to develop a system to  
          categorize all health plan contracts and insurance policies to  
          be offered and sold to individuals on and after September 1,  
          2012, into up to 10 coverage choice categories to facilitate  
          transparency and consumer comparison shopping that would be  
          based on the actuarial value of each product and identified on  
          the benefits covered and the consumer cost sharing elements.  
          This bill would require DMHC and CDI to categorize each health  
          plan and insurance policy into the appropriate coverage choice  
          category by June 30, 2012.

          This bill would require all individual health plan contracts and  
          insurance policies issued, amended, or renewed on or after  
          January 1, 2011, to contain a maximum limit not to exceed  










          $15,000 per person per year on out-of-pocket costs. Those costs  
          would include copayments, coinsurance, and deductibles, for  
          covered benefits provided by in-network contracted providers. It  
          is unclear whether or not "out-of-pocket" costs includes or does  
          not include monthly premiums. Staff recommends that the bill be  
          amended to clarify that out-of-pocket costs does not mean  
          premiums. The maximum out-of-pocket limit would be indexed to,  
          and would increase annually with, the consumer price index and  
          would be calculated by DMHC and CDI by September 1 each year.  
          This bill would permit a contract or policy to include a  
          separate out-of-pocket limit for prescription drug cost sharing,  
          which the contract or policy would clearly disclose.

          This bill would require the Office of the Patient Advocate  
          (OPA), an independent office created in 2000 in conjunction with  
          DMHC to represent the interests of health plan members, to  
          develop and maintain on its website descriptions of each  
          coverage choice category and a uniform benefits matrix of all  
          available health plan contracts and insurance policies arranged  
          by coverage category, as specified.

          In order for DMHC to coordinate with CDI to promulgate what are  
          anticipated to be complicated regulations and to conduct an  
          initial review of several plan exhibits to ensure compliance,  
          the department would likely need approximately $1.9 million to  
          fund 6 positions for the first year. Ongoing costs would be  
          about $360,000 annually.

          Similarly, for CDI to coordinate with DMHC to promulgate  
          regulations and to ensure initial and continuing insurer  
          compliance with the new requirements, the department would  
          likely need an estimated $500,000 in FY 2009-2010 and $1,000,000  
          in FY 2010-2011 and ongoing.

          Additionally, OPA would need approximately $200,000 initially to  
          develop definitions of the coverage choice categories and the  
          uniform benefit matrix as well as an estimated $50,000 annually  
          thereafter to ensure website maintenance.


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          AB 786 (Jones)

          This bill is similar to AB 1522 (Steinberg) of 2008, which would  
          have required DMHC and CDI to jointly promulgate regulations to  
          develop 5 coverage choice categories, among other requirements.  










          AB 1522 died on the Assembly Floor.

          Staff recommends the following technical amendment:  Page 7,  
          line 29, change "on" to "one".