BILL ANALYSIS                                                                                                                                                                                                    �




                   Senate Appropriations Committee Fiscal Summary
                           Senator Christine Kehoe, Chair


          AB 1636 (Monning) - Health and wellness programs.
          
          Amended: June 25, 2012          Policy Vote: Health 5-3
          Urgency: No                     Mandate: No
          Hearing Date: August 16, 2012                          
          Consultant: Brendan McCarthy    
          
          SUSPENSE FILE.
          
          
          Bill Summary: AB 1636 requires the Department of Managed Health 
          Care, in collaboration with other state agencies, to convene a 
          special committee to evaluate the use of health and wellness 
          programs and incentives by health plans, health insurers, and 
          employers.

          Fiscal Impact: 
              One-time costs up to $150,000 (Managed Care Fund) to the 
              Department of Managed Health Care to provide staff support 
              for the committee and the public process required in the 
              bill.

              One-time costs up to $75,000 (various funds) to the 
              Department of Insurance, the California Health Benefit 
              Exchange, and the Department of Public Health to provide 
              staff support to the committee.

          Background: Beginning in 2014, under the federal Patient 
          Protection and Affordable Care Act (Affordable Care Act), health 
          plans and health insurers that offer coverage in the individual 
          market or state-established health exchanges are required to 
          accept every employer or individual that wishes to purchase 
          coverage and to renew coverage at the individual or employer's 
          request. The Affordable Care Act prohibits health plans or 
          insurers from imposing any exclusion of coverage based on a 
          preexisting condition. Federal law also limits the "rating 
          factors" used to determine the price of a health plan or 
          insurance policy to a narrow list of factors, including age, 
          geographic region, family size, and tobacco use.

          Also under the Affordable Care Act, employers are authorized to 
          utilize wellness programs as part of the health care coverage 








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          they provide. The Affordable Care Act limits any financial 
          rewards offered to wellness program participants to 20 percent 
          of the cost of employee-only coverage or family coverage, and 
          includes several other restrictions on the use of wellness 
          plans.

          Proposed Law: AB 1636 requires the Department of Managed Health 
          Care, in collaboration with the Department of Insurance, the 
          California Health Benefit Exchange, and the Department of Public 
          Health, to convene a special committee to review and evaluate 
          health and wellness programs offered by health plans, health 
          insurers, and employers.

          The committee is directed to evaluate wellness programs for 
          their effectiveness and whether they may result in 
          discrimination against some individuals based on medical history 
          or other factors.

          The bill specifies certain criteria for members of the committee 
          (for example, a member of the health care coverage industry, a 
          representative of low income consumers, two employer 
          representatives, etc.).

          The bill require the committee to report to the Legislature by 
          March 30, 2014.

          Related Legislation: 
              AB 1453 (Monning) would designate the Kaiser Small Group 
              HMO as the state's essential health benefit benchmark plan. 
              That bill will be heard in this committee.
              AB 1461 (Monning) would require health plans to comply with 
              federal requirements in the individual market. That bill 
              will be heard in this committee.
              SB 951 (Hernandez) would designate the Kaiser Small Group 
              HMO as the state's essential health benefit benchmark plan. 
              That bill is in the Assembly Appropriations Committee.
              SB 961 (Hernandez) would require health plans to comply 
              with federal requirements in the individual market. That 
              bill is in the Assembly Appropriations Committee.

          Staff Comments: Proponents of health and wellness plans indicate 
          that their use can educate people about ways to improve their 
          health and encourage or incentivize them to do so, saving both 
          the employer and the individual health care costs. Others have 








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          raised concerns that the design of wellness programs could be 
          used to get around the prohibition on using health status as a 
          rating factor for setting health care premiums. For example, a 
          wellness program that provided significant financial incentives 
          to employees to participate in physically demanding activity may 
          have the effect of excluding employees with ongoing health 
          problems from participating in a health plan or insurance 
          policy.