BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1363
                                                                  Page  1

          Date of Hearing:   May 4, 2011

                           ASSEMBLY COMMITTEE ON INSURANCE
                                 Jose Solorio, Chair
                    AB 1363 (Alejo) - As Amended:  March 25, 2011
           
          SUBJECT  :   Workers' Compensation Insurance Rating Bureau: open 
          meetings

           SUMMARY  :   Subjects the Workers' Compensation Insurance Rating 
          Bureau (WCIRB or Bureau) to the Open Meetings and Public Records 
          laws that govern public entities in California.  Specifically, 
           this bill  :  

          1)Specifies that the Insurance Commissioner (IC) shall not 
            designate an entity as his or her statistical agent, unless, 
            for purposes of its role as statistical agent, the entity:

             a)   Agrees to be subject to the Bagley-Keene Open Meeting 
               Act, and

             b)   Agrees to be subject to the California Public Records 
               Act.

          2)Specifies that any dispute between the Bureau and any party 
            concerning the application of these laws shall be resolved in 
            a court of competent jurisdiction, and that the IC shall not 
            have any duty to defend the Bureau in any proceeding.

          3)Provides that the Bureau shall not disclose any record that is 
            made confidential by any provision of the Insurance Code.

           EXISTING LAW  :

          1)Establishes a licensing requirement for insurance "rating 
            organizations" that allows a licensed entity to acquire, 
            analyze, and use collective insurer information in a manner 
            that, absent state licensing and oversight, would constitute a 
            violation of federal anti-trust laws.

          2)Requires the IC to perform a variety of functions associated 
            with rate making for workers' compensation insurance, 
            including:

             a)   Establishing a uniform statistical plan that identifies 








                                                                  AB 1363
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               the nature and form of data to be submitted by each 
               insurer;

             b)   Establishing a system of experience modification that 
               incentivizes safe workplaces and disincentivizes unsafe 
               workplaces;

             c)   Establishing a system of employee classification that 
               insurers must use in their rating plans; and

             d)   Recommending a "pure premium" rate level (the 
               industry-wide benchmark for benefit payment and loss 
               adjustment expenses) that forms an advisory rate for 
               insurers to use, if they so choose, in developing and 
               filing their rates with the IC.

          3)Requires the IC to designate a rating organization to perform 
            services as the IC's designated statistical agent to assist in 
            gathering and analyzing industry-wide data in carrying out the 
            functions listed above.

           FISCAL EFFECT  :   Undetermined.

           COMMENTS  :   

           1)Purpose  .  According to the author, the WCIRB is performing 
            public functions on behalf of the IC, and these public 
            functions should not be shielded from the Open Meetings and 
            Public Records laws that would apply if the IC performed these 
            function on his or her own.  In the insurance arena, there are 
            a number of quasi-public or private entities that perform 
            public functions.  There has been a trend in recent years to 
            ensure that these entities, to the extent that they are 
            performing public functions, operate in the same transparent 
            manner as if these functions were performed by a public 
            agency.

           2)Prior legislation  .  Two pieces of legislation in 2008 expanded 
            the application of the Public Records Act and the Bagley-Keene 
            Open Meetings laws to insurance institutions that were not 
            previously subject to these rules.  SB 1145 (Machado), 
            Statutes 2008, Chapter 322, applied these laws to the State 
            Compensation Insurance Fund.  SB 1467 (Machado), Statutes 
            2008, Chapter 407, applied these laws to the California 
            Insurance Guarantee Association.  Another measure from 2008, 








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            AB 2268 (Fuentes), proposed to require the WCIRB to waive any 
            copyright claim to materials it produced pursuant to a 
            regulation or order of the IC in its role as the IC's 
            designated statistical agent.  The author chose not to present 
            the bill in the Assembly Insurance Committee.

           3)Opposition  .  The Association of California Insurance Companies 
            (ACIC) is opposed to the bill.  ACIC argues that the Bureau is 
            a private licensed organization, and not a creature of statute 
            like the Guaranty Association or SCIF, and to the extent it is 
            performing public functions as the IC's agent, it is already 
            subject to the IC's directions in terms of open meetings and 
            public records.  ACIC asserts that the Bureau is already 
            complying with an open meeting and public record directive 
            from the IC, and in fact has recently expanded its capacity to 
            make information available on-line.  ACIC also opposes the 
            implication in the bill that records of the Bureau would be 
            made public without consideration of its copyright protection. 
             Insurers have also expressed the concern that large insurers, 
            which are much less in need of the services of the Bureau, 
            would withdraw rather than have more of their actuarial 
            information made public.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          None received.

           Opposition 
           
          Association of California Insurance Companies
           
          Analysis Prepared by  :    Mark Rakich / INS. / (916) 319-2086