HOUSE BILL No. 5772

 

January 27, 2010, Introduced by Reps. Calley, Liss, Kurtz, McMillin, Ball and Opsommer and referred to the Committee on Health Policy.

 

     A bill to define and regulate certain persons managing

 

pharmacy benefits for certain governmental entities; to provide for

 

certain powers and duties for state departments and agencies; to

 

provide for the certification of and imposition of regulatory and

 

other requirements upon certain persons; and to provide for

 

remedies and penalties.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

     Sec. 1. This act shall be known and may be cited as the

 

"transparency in government pharmacy benefit manager act".

 

     Sec. 3. As used in this act:

 

     (a) "Board" means the Michigan board of pharmacy created in

 

part 177 of the public health code, 1978 PA 368, MCL 333.17701 to

 

333.17780.

 


     (b) "Commissioner" means the commissioner of the office of

 

financial and insurance regulation.

 

     (c) "Covered entity" means a nonprofit hospital or medical

 

service organization; insurer; health coverage plan or health

 

maintenance organization; a health program administered by OFIR or

 

the state in the capacity of provider of health coverage; or other

 

group of persons that is a governmental entity and that provides

 

health coverage to covered individuals who are employed or reside

 

in the state and includes any person, corporation, business,

 

company, association, health care group, network, or any

 

governmental entity that provides prescription drugs or medical

 

supplies, or both. Covered entity does not include a health plan

 

that provides coverage only for accidental injury, specified

 

disease, hospital indemnity, medicare supplement, disability

 

income, long-term care, or other limited benefit health insurance

 

policies and contracts.

 

     (d) "Covered individual" means a dependent or other individual

 

provided health coverage through a policy, contract, or plan by a

 

covered entity.

 

     (e) "Covered person" means a member, participant, enrollee,

 

contract holder, or policyholder or beneficiary of a covered entity

 

who is provided health coverage by the covered entity.

 

     (f) "Governmental entity" means the state of Michigan, a

 

school district, a state university, a county, a city, a village,

 

and a township.

 

     (g) "Health benefit plan" means a policy, certificate,

 

contract, or a certificate or agreement issued by a covered entity

 


to provide, deliver, arrange for, pay for, or reimburse any of the

 

cost of health care services, including prescription drug benefits.

 

     (h) "Maintenance drug" means a drug prescribed by a

 

practitioner who is licensed to prescribe drugs and used to treat a

 

medical condition for a period greater than 30 days.

 

     (i) "Multisource drug" means a drug that is stocked and is

 

available from 3 or more suppliers.

 

     (j) "OFIR" means the office of financial and insurance

 

regulation.

 

     (k) "Person" means an individual, sole proprietorship,

 

partnership, corporation, association, organization, limited

 

liability company, or other entity.

 

     (l) "Pharmacist" means that term as defined in section 17707 of

 

the public health code, 1978 PA 368, MCL 333.17707.

 

     (m) "Pharmacist services" includes drug therapy and other

 

patient care services provided by a licensed pharmacist intended to

 

achieve outcomes related to the cure or prevention of a disease,

 

elimination or reduction of a patient's symptoms, or arresting or

 

slowing of a disease process as defined in the rules promulgated by

 

the board.

 

     (n) "Pharmacy" means that term as defined in section 17707 of

 

the public health code, 1978 PA 368, MCL 333.17707.

 

     (o) "Pharmacy benefits management" means the administration or

 

management of prescription drug benefits provided by a covered

 

entity for the benefit of covered individuals, including, but not

 

limited to, construction and management of formularies, negotiation

 

with and management of provider networks, determination of consumer

 


cost-sharing requirements, communication of benefit status to

 

consumers, claims processing, and negotiated rebates and discounts.

 

     (p) "Pharmacy benefits manager" or "PBM" means a person,

 

business, or other entity that performs pharmacy benefits

 

management for covered individuals who are employed by a

 

governmental entity. PBM includes a person or entity acting for a

 

PBM in a contractual or employment relationship in the performance

 

of pharmacy benefits management regarding a covered entity.

 

     (q) "Practice of pharmacy" means that term as defined in

 

section 17707 of the public health code, 1978 PA 368, MCL

 

333.17707.

 

     (r) "Usual and customary price" means the price the pharmacist

 

would have charged a cash paying patient for the same services on

 

the same date inclusive of any discounts applicable, but does not

 

include a patient where reimbursement rates are set by a contract.

 

     Sec. 5. (1) A person shall not act or operate, or offer to act

 

or operate, as a PBM in this state regarding prescription drugs for

 

a covered entity whose covered individuals are employed by a

 

governmental entity without a valid certificate of authority issued

 

under this act. A person failing to hold such a certificate while

 

acting as a PBM is subject to a civil fine as provided for in

 

section 31.

 

     (2) A person applying for a certificate of authority to act as

 

a PBM shall file a completed application with the commissioner,

 

which application shall include or attach the following:

 

     (a) All basic organizational documents of the PBM.

 

     (b) The names, addresses, official positions, and professional

 


qualifications of the individuals who are responsible for the

 

conduct of the affairs of the PBM, including all members of the

 

board of directors, board of trustees, executive committee, other

 

governing board or committee, the principal officers in the case of

 

a corporation, the partners or members in the case of a partnership

 

or association, and any other person who exercises control or

 

influence over the affairs of the PBM.

 

     (c) Annual statements or reports for the 3 most recent years,

 

or such other information as the commissioner may require in order

 

to review the current financial condition of the applicant.

 

     (d) If the applicant is not currently acting as a PBM, a

 

statement of the amounts and sources of funds available for

 

organization expenses, and the proposed arrangements for

 

reimbursement and compensation of officers or other principals.

 

     (e) The name and address of the agent for service of process

 

in the state.

 

     (f) A detailed description of the claims processing services,

 

pharmacy services, insurance services, other prescription drug or

 

device services, audit procedures for network pharmacies, or other

 

administrative services to be provided.

 

     (g) All incentive arrangements or programs such as rebates,

 

discounts, disbursements, or any other similar financial program,

 

or arrangement relating to income or consideration received or

 

negotiated, directly or indirectly, with any pharmaceutical

 

company, that relates to prescription drug or device services,

 

including, at a minimum, information on the formula or other method

 

for calculation and amount of the incentive arrangements, rebates,

 


or other disbursements, the identity of the associated drug or

 

device, and the dates and amounts of such disbursements.

 

     (h) Such other information as the commissioner may require.

 

     (i) A certificate of compliance from the board.

 

     (3) The applicant shall make available for inspection by the

 

commissioner copies of all contracts with insurers, pharmaceutical

 

manufacturers, or other persons utilizing the services of the PBM

 

for pharmacy benefit management services. Certain contracts are

 

subject to approval as provided in section 9.

 

     (4) The commissioner shall not issue a certificate of

 

authority if he or she determines that the PBM or any of its

 

principals or officers is not competent, trustworthy, financially

 

responsible, or of good personal and business reputation or has had

 

an insurance license or pharmacy license denied for cause by any

 

state.

 

     (5) A PBM shall maintain a fidelity bond equal to at least 10%

 

of the amount of the funds handled or managed annually by the PBM.

 

However, the commissioner may require an amount in excess of

 

$500,000.00, but not more than 10% of the amount of the funds

 

handled or managed annually by the PBM. A copy shall be provided to

 

the commissioner.

 

     Sec. 7. (1) Each PBM seeking to become certificated in the

 

state must submit its plan of operation for review in a format to

 

be furnished by the commissioner. The commissioner may promulgate

 

rules under the administrative procedures act of 1969, 1969 PA 306,

 

MCL 24.201 to 24.328, to set minimum standards regarding the format

 

required, the filing fee for the certificate of compliance, the

 


requirements for recertification, and any other information that it

 

may require.

 

     (2) Upon review of the submission of the plan of operation,

 

the commissioner shall determine if it complies with the rules

 

adopted under subsection (1).

 

     (3) If the filing under subsection (2) meets with the

 

commissioner's approval, the commissioner shall issue a certificate

 

of compliance to the PBM. Subsequent material changes in the plan

 

of operation, as determined by the commissioner, must be filed with

 

the commissioner.

 

     Sec. 9. (1) Each PBM shall disclose to the commissioner any

 

ownership interest or affiliation of any kind with any of the

 

following:

 

     (a) Any insurance company responsible for providing benefits

 

directly or through reinsurance to any plan for which the PBM

 

provides services.

 

     (b) Any parent companies, subsidiaries, other entities or

 

businesses relative to the provision of pharmacy services, other

 

prescription drug or device services, or a pharmaceutical

 

manufacturer.

 

     (2) A PBM must notify the commissioner in writing within 5

 

calendar days of any material change in its ownership.

 

     (3) A PBM shall disclose the following agreements:

 

     (a) Any agreement with a pharmaceutical or device manufacturer

 

to favor the manufacturer's products or devices over a competitor's

 

products or to place the manufacturer's drug or device on any of

 

the PBM's lists or formularies, or to switch the drug or device

 


prescribed by the patient's health care provider with a drug or

 

device agreed to by the PBM and the manufacturer.

 

     (b) Any agreement with a pharmaceutical manufacturer to share

 

manufacturer rebates and discounts with the PBM or to pay money or

 

other economic benefits to the PBM.

 

     (c) Any agreement or practice to bill the health benefit plan

 

for prescription drugs or devices at a cost higher than that which

 

the PBM pays the pharmacy.

 

     (d) Any agreement to share revenue with a mail order or

 

internet pharmacy company.

 

     (e) Any agreement to sell prescription drug data, including

 

data concerning the prescribing practices of the health care

 

providers in the state.

 

     (4) A PBM shall disclose all financial terms and arrangements

 

for remuneration of any kind that apply between the PBM and any

 

prescription drug or device manufacturer or labeler, including, but

 

not limited to, rebates, formulary management and drug-switch or

 

substitution programs, education support, claims processing or

 

pharmacy network fees that are charged from retail pharmacies, and

 

data sales fees.

 

     Sec. 11. (1) A PBM shall maintain, for the duration of the

 

written agreement and for 2 years thereafter, books and records of

 

all transactions between the PBM, insurers, covered persons,

 

pharmacists, and pharmacies.

 

     (2) The commissioner shall have access to books and records

 

maintained by the PBM for the purposes of examination, audit, and

 

inspection. The information contained in the books and records is

 


confidential. However, the commissioner may use the information in

 

any proceeding instituted against the PBM or an insurer.

 

     (3) The commissioner shall conduct periodic financial

 

examinations of every PBM in this state to ensure an appropriate

 

level of regulatory oversight. The PBM shall pay the cost of the

 

examination, which shall be deposited in a special fund to provide

 

all expenses for the regulation, supervision, and examination of

 

all entities subject to regulation under this act.

 

     Sec. 13. (1) Each PBM holding a certificate of authority shall

 

file with the commissioner an annual statement on or before March 1

 

of each year. The statement shall be in such form and contain such

 

matters as the commissioner prescribes and include the filing fee

 

established by rule of the commissioner. The statement shall

 

include the total number of persons subject to management by the

 

PBM during the year, the number of persons terminated during the

 

year, the number of persons covered at the end of the year, and the

 

dollar value of claims processed.

 

     (2) The statement filed under subsection (1) shall disclose

 

all incentive arrangements or programs, including, at a minimum,

 

information on the formula or other method for calculation and

 

amount of the incentive arrangements, rebates, or other

 

disbursements, the identity of the associated drug or device, and

 

the dates and amounts of such disbursements. The incentive

 

arrangements include, but are not limited to, rebates, discounts,

 

disbursements, or any other similar financial program or

 

arrangement relating to income or consideration received or

 

negotiated, directly or indirectly, with any pharmaceutical

 


company, involving prescription drug or device services.

 

     Sec. 15. (1) A person shall not act as a PBM for a person

 

without a written agreement between that person and the PBM.

 

     (2) A PBM shall not require a pharmacist or a pharmacy to

 

participate in 1 contract in order to participate in another

 

contract and shall not exclude an otherwise qualified

 

pharmacist or pharmacy from participation in a particular network

 

solely because the pharmacist or pharmacy declined to participate

 

in another plan or network managed by the PBM.

 

     (3) A PBM shall file a copy with the commissioner of all

 

agreements with pharmacies for approval by the commissioner not

 

less than 30 days before the execution of the agreement. The

 

agreement is considered approved unless the commissioner

 

disapproves it within the 30-day period.

 

     (4) The written agreement between the covered entity and the

 

PBM shall not provide that the pharmacist or pharmacy is

 

responsible for the actions of the covered entity or the PBM. All

 

agreements shall provide that, when the PBM receives payment for

 

the services of the pharmacist or pharmacy, the PBM shall act as a

 

fiduciary of the pharmacy or pharmacist providing the services. The

 

PBM shall distribute the funds in accordance with the time frames

 

provided in this act and rules promulgated under this act.

 

     Sec. 17. (1) When the services of a PBM are utilized, the PBM

 

shall provide a written notice approved by the covered entity to

 

covered persons advising them of the identity of, and relationship

 

between, the PBM, the covered entity, and the covered person.

 

     (2) The notice in subsection (1) shall comply with all of the

 


following:

 

     (a) Contain a statement advising the covered person that the

 

PBM is regulated by the OFIR and has the right to file a complaint,

 

appeal, or grievance with the commissioner concerning the PBM.

 

     (b) Include the toll-free telephone number, mailing address,

 

and electronic mail address of the OFIR.

 

     (c) Be written in plain English, using terms that will be

 

generally understood by the prudent layperson, and a copy must be

 

provided to the OFIR and each pharmacist or pharmacy participating

 

in the network.

 

     (3) When a PBM requests a substitute prescription for a

 

prescribed drug to a covered individual, the following provisions

 

apply:

 

     (a) The PBM may substitute a lower-priced generic and

 

therapeutically equivalent drug for a higher-priced prescribed

 

drug.

 

     (b) With regard to substitutions in which the substitute drug

 

costs more than the prescribed drug, the substitution must be made

 

for medical reasons that benefit the covered individual. If a

 

substitution is being made under this subdivision, the PBM, after

 

disclosing to the covered individual the cost of both drugs and any

 

benefit or payment directly or indirectly accruing to the PBM as a

 

result of the substitution and any potential effects on a patient's

 

health and safety including side effects, shall obtain the approval

 

of the prescribing health professional or of that person's

 

authorized representative.

 

     (c) The PBM shall transfer in full to the covered entity any

 


benefit or payment received in any form by the PBM as a result of a

 

prescription drug substitution under subdivision (a) or (b).

 

     Sec. 19. (1) A PBM shall provide to a covered entity all

 

financial and utilization information requested by the covered

 

entity relating to the provision of benefits to covered individuals

 

through that covered entity and all financial and utilization

 

information relating to services to that covered entity. A PBM

 

providing information under this section may designate that

 

material as confidential. Information designated as confidential by

 

a PBM and provided to a covered entity under this section shall not

 

be disclosed by the covered entity to any person without the

 

consent to the PBM, except that disclosure may be made when

 

authorized by an order of a court of competent jurisdiction.

 

     (2) A PBM shall disclose to the covered entity the following:

 

     (a) All financial terms and arrangements for remuneration of

 

any kind that apply between the PBM and any prescription drug

 

manufacturer or labeler, including, but not limited to, rebates,

 

formulary management and drug-switch or substitution programs,

 

educational support, claims processing, and pharmacy network fees

 

that are charged from retail pharmacies and data sales fees.

 

     (b) Whether there is a difference between the price paid to

 

retail pharmacy and the amount billed to the covered entity for a

 

prescription drug purchase.

 

     (3) The covered entity may audit the PBM's books and records

 

related to the rebates or other information provided in subsections

 

(1) and (2).

 

     (4) A PBM shall exercise good faith and fair dealing toward

 


the covered entity performing its duties.

 

     Sec. 21. (1) A PBM shall not terminate or penalize a

 

pharmacist or pharmacy for doing any of the following:

 

     (a) Filing a complaint, grievance, or appeal as permitted

 

under this act.

 

     (b) Expressing disagreement with the PBM's decision to deny or

 

limit benefits to a covered person.

 

     (c) Assisting a covered person to seek reconsideration of the

 

PBM's decision to deny or limit benefits.

 

     (d) Discussing alternative medications.

 

     (2) Prior to terminating a pharmacy or pharmacist from the

 

network, the PBM shall provide the pharmacy or pharmacist a written

 

explanation of the reason for the termination. The notice described

 

in this subsection shall be provided at least 30 days before the

 

termination date unless the termination is based on any of the

 

following:

 

     (a) The loss of the pharmacy's license to practice pharmacy.

 

     (b) The cancellation of the pharmacy's professional liability

 

insurance.

 

     (c) Conviction of fraud as reported to the board.

 

     (3) Termination of a contract between a PBM and a pharmacy or

 

pharmacist, or termination of a pharmacy or pharmacist from a PBM's

 

provider network, does not release the PBM from the obligation to

 

make any payment due to the pharmacy or pharmacist for pharmacist

 

services rendered.

 

     Sec. 23. (1) PBMs shall use a current and nationally

 

recognized benchmark to base the reimbursement paid to network

 


pharmacies for medications and products. The reimbursement shall be

 

determined as follows:

 

     (a) For brand or single source products, the average wholesale

 

price as listed in first data bank (Hearst publications) or facts

 

and comparisons (formerly medispan), correct and current on the

 

date of service provided, for use as an index.

 

     (b) For generic drug or multisource products, maximum

 

allowable cost shall be established by referencing first data

 

bank/facts and comparisons baseline price.

 

     (2) If a multisource product has no first data bank/facts and

 

comparisons baseline price, then it shall be treated as a single

 

source branded drug for the purpose of determining reimbursement.

 

     Sec. 25. (1) If a PBM processes claims via electronic review,

 

then it shall electronically transmit payment within 7 calendar

 

days of that claim's transmission to the pharmacist or pharmacy.

 

Specific time limits for the PBM to pay the pharmacist for all

 

other services rendered must be set forth in the agreement.

 

     (2) Within 24 hours after a price increase notification by a

 

manufacturer or supplier, the PBM shall adjust its payments to the

 

pharmacist or pharmacy consistent with the price increase.

 

     (3) Claims paid by the PBM shall not be retroactively denied

 

or adjusted after 7 days from adjudication of those claims except

 

as provided in subsection (4). In no case shall acknowledgment of

 

eligibility be retroactively reversed.

 

     (4) The PBM may retroactively deny or adjust under any of the

 

following circumstances:

 

     (a) The original claim was submitted fraudulently.

 


     (b) The original claim payment was incorrect because the

 

provider was already paid for services rendered.

 

     (c) The services were not rendered by the pharmacist or

 

pharmacy.

 

     (5) The PBM may not require extrapolation audits as a

 

condition of participating in the contract, network, or program.

 

     (6) The PBM shall not recoup any money that it believes is due

 

as a result of the audit by setoff until the pharmacist or pharmacy

 

has the opportunity to review the PBM's findings and concurs with

 

the results. If the parties cannot agree, then the audit shall be

 

subject to review by the commission.

 

     Sec. 27. (1) A PBM shall not intervene in the delivery or

 

transmission of prescriptions from the prescriber to the pharmacist

 

or pharmacy for the purpose of doing any of the following:

 

     (a) Influencing the prescriber's choice of therapy.

 

     (b) Influencing the patient's choice of pharmacist or

 

pharmacy.

 

     (c) Altering the prescription information, including, but not

 

limited to, switching the prescribed drug without the express

 

authorization of the prescriber.

 

     (2) An agreement shall not mandate that a pharmacist or

 

pharmacy change a covered person's prescription unless the

 

prescribing physician and the covered person authorize the

 

pharmacist to make the change.

 

     (3) The covered entity and the PBM may not discriminate with

 

respect to participation in the network or reimbursement as to any

 

pharmacist or pharmacy that is acting within the scope of its

 


license.

 

     (4) The PBM may not transfer a health benefit plan to another

 

payment network unless it receives written authorization from the

 

insurer.

 

     (5) A PBM shall not discriminate when contracting with

 

pharmacies on the basis of copayments or days of supply. A contract

 

shall apply the same coinsurance, copayment, and deductible to

 

covered drug prescriptions filled by any pharmacy, including a mail

 

order pharmacy or pharmacist who participates in the network.

 

     (6) A PBM shall not discriminate when advertising the names of

 

pharmacies that are participating. Any list of participating

 

pharmacies shall be complete and all-inclusive.

 

     (7) A PBM shall not mandate on any pharmacist or pharmacy

 

basic record keeping that is more stringent than that required by

 

state or federal laws, rules, or regulations.

 

     Sec. 29. (1) The commission shall promulgate rules under the

 

administrative procedures act of 1969, 1969 PA 306, MCL 24.201 to

 

24.328, for formal investigation of complaints concerning the

 

failure of a PBM to comply with this act.

 

     (2) Any complaint shall be resolved and determined under the

 

administrative procedures act of 1969, 1969 PA 306, MCL 24.201 to

 

24.328.

 

     Sec. 31. A person failing to hold a certificate of authority

 

issued under this act while acting as a PBM is subject to a civil

 

fine of not less than $5,000.00 or more than $10,000.00 for each

 

violation.

 

     Sec. 33. (1) All benefits payable under a pharmacy benefits

 


management plan shall be paid as soon as feasible but not less than

 

7 days after receipt of a clean claim when the claim is submitted

 

electronically.

 

     (2) Payments to the pharmacy or pharmacist for clean claims

 

are considered to be overdue if not paid within 7 days. If any

 

clean claim is not timely paid, the pharmacy benefits manager must

 

pay the pharmacy or pharmacist interest at the rate of 10% per

 

annum commencing the day after any claim payment or portion thereof

 

was due until the claim is finally settled or adjudicated in full.

 

     Sec. 35. Compensation to a PBM for any claims that the PBM

 

adjusts or settles on behalf of an insurer is not contingent on

 

claims experience. This section does not prohibit the compensation

 

of a PBM based on total number of claims paid or processed.

 

     Sec. 37. The commissioner may promulgate rules under the

 

administrative procedures act of 1969, 1969 PA 306, MCL 24.201 to

 

24.328, to carry out the provisions of this act. The rules may

 

include the definition of terms, use of prescribed forms, reporting

 

requirements, prohibited practices, administrative fines, license

 

sanctions, and enforcement procedures.

 

     Sec. 39. This act takes effect October 1, 2011.