BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 8
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           CORRECTED  - June 4, 2007  
           
          ASSEMBLY THIRD READING
          AB 8 (Nunez)
          As Amended May 17, 2007
          Majority vote 

           HEALTH              12-5        APPROPRIATIONS      12-5         
                                                       
           ----------------------------------------------------------------- 
          |Ayes:|Dymally, Bass, Berg, De   |Ayes:|Leno, Caballero, Davis,   |
          |     |La Torre, De Leon,        |     |DeSaulnier, Huffman,      |
          |     |Hancock, Hayashi,         |     |Karnette, Krekorian,      |
          |     |Hernandez, Jones, Lieber, |     |Lieu, Ma, Nava, Solorio,  |
          |     |Ma, Salas                 |     |Feuer                     |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Nakanishi, Emmerson,      |Nays:|Walters, Emmerson, La     |
          |     |Gaines, Huff, Strickland  |     |Malfa, Nakanishi, Sharon  |
          |     |                          |     |Runner                    |
           ----------------------------------------------------------------- 
           SUMMARY  :  Establishes a comprehensive package of health care  
          reforms, including expansion of eligibility for the Medi-Cal and  
          Healthy Families Programs (HFP), creation of a statewide health  
          care purchasing program (California Health Insurance Purchasing  
          Program or Cal-CHIPP), and modifications to the rules governing  
          private individual and group health insurance.  Specifically,  
           this bill  :

          1)Makes changes to expand and simplify health coverage for  
            low-income parents and children, effective July 1, 2008.   
            Expands public programs to cover all children up to 300% of the  
            federal poverty level (FPL), regardless of their immigration  
            status, and eligible parents up to 300% of the FPL, through  
            either Medi-Cal or HFP.  Clarifies eligibility for families, so  
            that, generally speaking, eligible families at or below 133% of  
            FPL (except for infants and pregnant women), are in Medi-Cal,  
            and eligible families with incomes above 133% of the FPL and up  
            to 300% FPL are in HFP type coverage.  Parents 133%-300% of FPL  
            not in Medi-Cal would receive a "benchmark" plan (similar to  
            HFP) and pay sliding scale premiums based on income, as  
            determined by the Managed Risk Medical Insurance Board (MRMIB).









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          2)Establishes a premium assistance program for employees and  
            their dependents eligible for the Medi-Cal Program and HFP  
            expansions that subsidizes, based on income, their premium, if  
            employer sponsored insurance is available to them.

          3)Requires, on or after July 1, 2008, health plans and health  
            insurers (carriers) selling group coverage to offer a benchmark  
            benefit plan developed and approved by MRMIB, and subject to  
            rate negotiation and approval by MRMIB and available only to  
            employees and their dependents eligible under the Medi-Cal  
            Program or HFP.

          4)Establishes the California Cooperative Health Insurance  
            Purchasing Program (Cal-CHIPP) as a state purchasing pool  
            administered by MRMIB, to negotiate and contract with carriers  
            to offer health coverage to eligible persons. 

          5)Requires employees of employers who have elected to pay a fee  
            to enroll in Cal-CHIPP, except that an employee is exempt from  
            this requirement if the employee is able to demonstrate that  
            the employee has other group coverage.

          6)Requires MRMIB to develop and offer at least three uniform  
            benefit designs, as specified, and requires all carriers to  
            offer all of the uniform benefit designs developed by MRMIB in  
            all individual and group markets in which the plan or insurer  
            sells health coverage, but stipulates that this requirement  
            does not preclude plans and insurers from offering other  
            benefit plan designs.

          7)Requires the Department of Managed Health Care and California  
            Department of Insurance to adopt regulations by July 1, 2009,  
            defining and limiting administrative costs such that at least  
            85% of revenues received by carriers must be spent on health  
            care services rather than administration or profit,  
            establishing a minimum "medical loss ratio."  Requires, in  
            addition, carriers to disclose to all prospective purchasers  
            the medical loss ratio for the carrier's preceding fiscal year,  
            as specified.

          8)Effective July 1, 2008, requires carriers to use a standard  
            form, developed by MRMIB, in screening applicants for  
            individual health coverage, requires MRMIB to develop a list of  








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            serious health conditions or diagnoses making an individual  
            applicant automatically eligible for the state's high risk  
            health insurance program, the Major Risk Medical Insurance  
            Program (MRMIP), and prohibits carriers from excluding any  
            applicants from private individual coverage based on health  
            status, except for those individuals with conditions on the  
            list.

          9)On and after January 1, 2008, extends to employers with 51-250  
            employees (mid-size employers) the existing rating and  
            underwriting requirements applicable to employers of two-50  
            employees (small employers) including, among other things, the  
            requirement that carriers offer and sell all health coverage  
            products available for mid-size employer groups to all  
            applicant groups, without any exclusion due to medical  
            underwriting, or any other criteria other than the employer's  
            willingness to make the premium payments and meet reasonable  
            participation requirements.  Subjects the coverage to specific  
            rating restrictions.  Requires renewal of such coverage, as  
            specified, and requires carriers to publish rates for each  
            geographic region in which they sell coverage, (up to nine  
            defined geographic regions), by age (one of seven specified age  
            categories) and family size (one of four specified categories).  
             Authorizes carriers to offer different benefit designs for  
            small and mid-size employers.

          10)Requires MRMIB to assume lead agency responsibility for  
            professional review and development of best practice standards  
            in the care and treatment of persons with high cost chronic  
            diseases, such as asthma and diabetes, to be implemented in  
            every state health coverage program, including the California  
            Public Employees Retirement System (CalPERS), Medi-Cal, HFP,  
            and Cal-CHIPP.

          11)Requires the California Health and Human Services Agency  
            (CHHSA) to consult with CalPERS, and affected health provider  
            groups, to develop performance benchmarks for quality  
            measurement and reporting into a common "pay for performance"  
            model to be offered in every state-administered health care  
            program, as specified, and advanced as a common statewide  
            framework for quality measurement and improvement.

          12)Requires CHHSA to encourage fitness, wellness, and health  








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            promotion programs that promote safe workplaces, healthy  
            employer practices, and individual efforts to improve health.

          13)Expresses legislative intent that all health care providers  
            and health insurers participate in an Internet-based personal  
            health record system under which patient's have access to their  
            own health records, as specified.

          14)Establishes the California Health Trust Fund (Fund) for the  
            purpose of financing Cal-CHIPP, and requires MRMIB to pay the  
            nonfederal share of cost for employees and dependents eligible  
            for federally supported health coverage programs from the Fund.

          15)Requires MRMIB, and Department of Health Care Services as the  
            state Medicaid agency, to implement the expansions in Medi-Cal  
            and HFP in this bill consistent with existing federal law and  
            any necessary federal waivers, such that the state will receive  
            the maximum increase in available federal funds under both  
            federal Medicaid and the federal State Children's Health  
            Insurance Program (SCHIP).

          16)Effective January 1, 2009, establishes an election for  
            employers to either:  a) make health care expenditures, defined  
            as any amount paid by an employer to or on behalf of its  
            employees and dependents to provide health or health-related  
            services, or to reimburse the costs of those services, for its  
            full-time or part-time employees, or both; or, b) pay an  
            equivalent amount to the Fund, and establishes a minimum  
            spending requirement for employers equal to 7.5% of Social  
            Security wages for full-time employees working 30 or more hours  
            per week and part-time employees working less than 30 hours per  
            week.

          17)Requires the Employment Development Department (EDD) to  
            administer and collect employer fees remitted pursuant to #15)  
            above, and deposit them into the Fund, to develop regulations  
            relating to part-time employees, and to exempt from the above  
            requirement businesses with payrolls of less than $100,000 in a  
            fiscal year, new businesses during the first three years of the  
            establishment of the business, and businesses with fewer than  
            two employees.

          18)Requires, to the extent permitted in state and federal law,  








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            employers to establish a cafeteria plan, as authorized under  
            Internal Revenue Code Section 125, for the purpose of allowing  
            employees to pay their portion of health insurance premiums  
            with pre-tax funds.

          19)Extends to negotiations and contracts in Cal-CHIPP the  
            existing Public Records Act exemptions granted for activities  
            of MRMIB related to negotiations with contracting entities or  
            entities seeking to contract with MRMIB, and makes legislative  
            findings and declarations as to the need for the exemptions. 

          20)Requires CHHSA to establish an aggressive and timely  
            evaluation and oversight effort to monitor progress on the  
            implementation of this bill, measuring specified indicators,  
            and requires CHHSA to conduct a comprehensive evaluation in  
            five years to determine if the goals of this bill are being  
            met.

           FISCAL EFFECT  :  According to the Assembly appropriations  
          Committee, based on a micro simulation model of this bill created  
          by Jonathan Gruber, Ph.D., Professor of Economics at the  
          Massachusetts Institute of Technology, this bill results in the  
          following:

          1)Net annual General Fund (GF) savings of $380 million based on  
            the following costs and savings: 

             a)   Annual Cal-CHIPP costs of $7.4 billion.  Costs are offset  
               by revenues in the Fund consisting of employer fees ($5  
               billion), employee fees ($2.8 billion), and federal matching  
               payments ($640 million) for low-income individuals eligible  
               for public coverage;
             b)   Annual savings of $950 million ($370 million GF) to  
               Medi-Cal and HFP due to a net movement of individuals from  
               public programs;  
             c)   Annual increase of $1.8 billion ($880 million GF) to  
               provide premium assistance to low-income workers eligible  
               for public programs under the bill; and,
             d)   Annual reduced GF revenues of $110 million due to a  
               reduction of state personal income tax collections  
               associated with employee use of Section 125 plans. 

          2)Unknown annual administrative costs to MRMIB, EDD, local human  








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            services departments and other public entities to provide  
            administrative support pursuant to the requirements of this  
            bill.

           COMMENTS  :  According to the author, this bill will enact  
          comprehensive reforms to California's health care delivery  
          system.  This bill is intended to accomplish several critical and  
          longstanding state policy goals, including:

          1)Expanding access to and improving the quality of health care  
            for all Californians, whether they are working or not, in a  
            comprehensive manner.  The author states that this bill creates  
            a partnership between state government, individuals, and  
            employers, based on the principles of shared responsibility,  
            maintaining and strengthening California's health insurance  
            system, and offering choice in the marketplace to both  
            individuals and employers.

          2)Covering all children, regardless of their immigration status,  
            by July 1, 2008.

          3)Expanding and restructuring public coverage programs so that  
            parents and children of all ages in low-income families will  
            receive coverage in one program to the greatest extent  
            possible.

          4)Maximizing federal financial participation in the costs of  
            coverage for low-income persons.

          5)Improving the availability and transparency of private health  
            insurance coverage through health insurance market reforms in  
            the individual and group markets, limits on the administrative  
            costs and profits of health insurers and standardization of  
            benefits to allow purchasers to make "apples to apples"  
            comparisons.

          6)Controlling rising health care costs in a comprehensive manner,  
            including prevention and management of chronic disease,  
            reducing the cost shifts to commercial payors by reducing the  
            number of uninsured, subsidizing low-income workers through  
            premium assistance to enable increased affordability in the  
            group market, and increasing the number of employees who pay  
            their share of premiums with pretax dollars.








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          Other proposals to significantly expand and reform health care  
          coverage have also been announced this year.  SB 48 (Perata) of  
          2007, pending in the Senate, proposes a major restructuring of  
          the health care financing system, establishing a minimum standard  
          of 7.5% for employer spending on employee health care, requiring  
          individuals over 400% of the FPL to have health insurance, with  
          specified exemptions, and expanding eligibility for public health  
          insurance programs.

          In January, Governor Schwarzenegger announced a comprehensive  
          plan to establish a universal coverage program, which, among  
          other things, includes expansion of public programs, a mandate  
          that all individuals have minimum health coverage with subsidies  
          for low income persons, a requirement for employers not providing  
          health coverage for their employees to pay a 4% fee to the state,  
          and increases in Medi-Cal provider rates combined with fees  
          imposed on physicians (2% of revenues) and hospitals (4% of  
          revenues).  The Governor has not designated a legislative vehicle  
          or provided the Legislature with proposed bill language to  
          implement his proposal.

          The Senate Republican plan relies on tax incentives, redirection  
          of existing health program funding and increased availability of  
          community and primary care clinics to expand access to health  
          care.  The Assembly Republican plan includes 17 bills that  
          emphasize access to health savings accounts, decreased regulation  
          of insurers, fewer insurance mandates, a state insurance exchange  
          for individuals, and expanded state tax deductions for medical  
          expenses, and combined health and workers compensation insurance  
          policies.

          The 100% Campaign, a coalition of Children Now, Children's  
          Defense Fund, and The Children's Partnership, supports this bill  
          because it extends health coverage to all children at or below  
          300% FPL.  Numerous organizations write in support of this bill  
          if amended to incorporate a range of proposed changes, additions  
          and amendments as this bill moves through the legislative  
          process.  These suggestions include, among other items:  limiting  
          any requirement that employees sign-up for employer sponsored  
          coverage if doing so requires an unaffordable individual or  
          family contribution; establishing employer contributions indexed  
          to inflation; guaranteeing a minimum standard of health care  








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          coverage in all private health insurance plans and policies; and,  
          adopting modified community rating to prevent insurers from  
          engaging in unfair price discrimination based on age, gender or  
          illness and guaranteeing that employers cannot find ways to evade  
          their obligations.  In addition, labor groups want state  
          regulation of health insurance premiums, deductibles, and  
          copayments, and insurance broker fees, and increased reporting  
          and data collection related to costs and quality for both  
          hospitals and insurers.  Several supporting organizations call  
          for review of MRMIB's governance structure and consumer  
          responsiveness in light of the proposed significant increases in  
          its responsibilities.  Blue Shield of California supports this  
          bill but is concerned about the underwriting reforms in the  
          individual market.

          Business groups oppose this bill as a mandated employer health  
          care system, suggesting that the smallest employers simply cannot  
          afford health care coverage for themselves or their employees,  
          and warn that entrepreneurs will site their business in other  
          states rather than face the prospect of paying rising health care  
          premiums or another payroll tax.  In addition, businesses in  
          opposition seek assurances that health care costs and premiums  
          would not continue to rise faster than inflation and payroll.   
          California Chamber of Commerce is concerned that the requirements  
          on employers in this bill will hurt California businesses and  
          result in the loss of jobs.

           Analysis Prepared by  :    Deborah Kelch / HEALTH / (916) 319-2097  
          FN: 0001269