TITLE 28.INSURANCE

Part 1. TEXAS DEPARTMENT OF INSURANCE

Chapter 11. HEALTH MAINTENANCE ORGANIZATIONS

The Texas Department of Insurance proposes amendments to §§11.2, 11.508 and 11.509, concerning basic health care services and state-mandated benefits for health maintenance organizations (HMOs). These proposed amendments are the result of the enactment of Senate Bill (SB) 541 during the 78th Regular Legislative Session. That legislation, among other things, provides more flexibility in the health insurance market by authorizing insurers and HMOs to issue health plans that, in whole or in part, do not include state-mandated benefits. These consumer choice plans are the subject of proposed rules published elsewhere in this issue of the Texas Register . In addition, SB 541 amended the definition of "basic health care services" in the HMO Act, Texas Insurance Code Chapter 843, to allow the commissioner to determine those services that an enrolled population might reasonably need to be maintained in good health, and to delete the requirement that such services include, at a minimum, services designated as basic health care services for federally qualified HMOs under Section 1302, Title XIII, Public Health Service Act (42 U.S.C. Section 300e-1(1)).

The proposed amendments are necessary to comply with SB 541 by identifying basic health care services that are not tied to the specific requirements of federal law. The amendments are also necessary to amend and add definitions consistent with these changes and with the development and issuance of consumer choice plans in the HMO market. In developing a list of basic health care services, the department considered and evaluated the requirements of federal law contained in the existing rule; many of these requirements were retained, although the proposed rule, unlike the existing rule, is comprised solely of basic services that apply to all persons and removes certain services that are condition-specific. In developing the list, the department also considered the statutes and rules of neighboring states and some of the larger states with populations similar to that of Texas. The department also considered and evaluated those services that were included in evidences of coverage in use in Texas prior to the statutory directive that the federal requirements be considered the minimum standard. Based on the department's analysis of these sources, the department believes the services that are included in the proposed description of basic health care services are those that an enrolled population might reasonably need to be maintained in good health. Consistent with SB 541, the proposed amendments also limit the application of some currently required additional mandatory benefit standards for certain group agreements and add coverage requirements for certain services as set forth in §11.508(a)(1)(H)(iv) (cancer screenings as required in Insurance Code Article 3.70-2(H) relating to mammography) and (vi) (cancer screenings as required in Insurance Code Article 21.53S relating to screening for colorectal cancer). The proposed amendments to §11.2(b) amend the definition of basic health care service and add definitions for consumer choice plans and state-mandated plans. The proposed amendments in that section also change some of the references to certain provisions of the Insurance Code to reflect the Code’s recodification. The proposed amendments to §11.508 describe basic health care services for group, individual and conversion agreements, including state-mandated plans. The proposed amendments to §11.509 clarify that certain additional mandatory benefit standards must be included in certain group agreements, rather than in all group plans.

The Department will consider the adoption of the proposed amendments to §§1.2(b), 11.508 and 11.509 in a public hearing under Docket No. 2586 scheduled for February 6, 2004, at 9:30 a.m. in Room 100 of the William P. Hobby Jr. State Office Building, 333 Guadalupe Street in Austin, Texas.

Kimberly Stokes, Senior Associate Commissioner for Life, Health and Licensing, has determined that for each year of the first five years the proposed sections will be in effect, there will be no fiscal impact to state and local governments as a result of the enforcement or administration of the rule. There will be no measurable effect on local employment or the local economy as a result of the proposal.

Ms Stokes has determined that for each year of the first five years the proposed amendments are in effect, the public benefits anticipated as a result of the proposed amendments will be advising HMOs, physicians and providers, and the public of the services that constitute basic health care services. Cost implications to persons required to comply with these amendments for each year of the first five years the proposed amendments will be in effect are as follows: These amendments remove the requirement that basic health care services include all of the currently required standards for federally qualified HMOs, as well as some requirements related to specific health conditions. Pursuant to the statute, they also limit the application of some additional mandatory benefit standards for certain group agreements, and add coverage requirements for certain services enumerated in SB 541. Consequently, any change in cost is either due to the requirements of the statute and not to these amendments or, where required by these amendments, may result in some cost savings to HMOs and ultimately to purchasers of HMO products. To the extent most of the services in the proposal are the same or similar as those required under the existing rule, they should pose no additional costs to affected entities. The precise changes in cost on an aggregate basis, whether increased or decreased, would depend upon the extent to which any of these services are utilized by the HMOs' enrollees. Because the costs are not dependent upon the size of the HMO, small business HMOs will incur the same costs, or realize the same savings, as the largest HMOs. Enrollees of small HMOs are entitled to coverage for the same basic health care services as enrollees of large HMOs. Consequently, the department believes that it is neither legal nor feasible to establish separate basic health care service requirements or waive the requirements for carriers that are small or micro businesses pursuant to Texas Government Code §2006.001.

To be considered, written comments on the proposal must be submitted no later than 5:00 p.m. on February 9, 2004 to Gene C. Jarmon, General Counsel and Chief Clerk, Mail Code 113-2A, Texas Department of Insurance, P. O. Box 149104, Austin, Texas 78714-9104. An additional copy of the comment must be simultaneously submitted to Kimberly Stokes, Senior Associate Commissioner, Life, Health and Licensing Program, Mail Code 107-2A, Texas Department of Insurance, P.O. Box 149104, Austin, Texas 78714-9104.

Subchapter A. GENERAL PROVISIONS

28 TAC §11.2

The amendments are proposed under the Insurance Code Article 20A.9N(j) and §§843.002(2), 843.151 and 36.001. Insurance Code Article 20A.09N(j) requires the commissioner to adopt rules as necessary to implement the statutes creating consumer choice plans. Section 843.002(2) provides that basic health care services are those the commissioner determines an enrolled population might reasonably require in order to be maintained in good health. Section 843.151 provides that the commissioner may adopt reasonable rules as necessary and proper to carry out the provisions of Chapters 843 and 20A. Section 36.001 provides that the commissioner may adopt any rules necessary and appropriate to implement the powers and duties of the Texas Department of Insurance under the Insurance Code and other laws of this state.

The following sections are affected by this proposal: Insurance Code Article 20A.9N(j) and §843.002

§11.2.Definitions.

(a) The definitions found in the Texas Health Maintenance Organization Act, [ §2, as amended, codified in ] Texas Insurance Code §843.002 [ Article 20A.02 ], are hereby incorporated into this chapter.

(b) The following words and terms, when used in this chapter, shall have the following meanings unless the context clearly indicates otherwise.

(1) Act--The Texas Health Maintenance Organization Act, [ Senate Bill 180, enacted by Acts 1975, 64th Legislature, Chapter 214, pages 514-530, first effective December 1, 1975, as amended ], codified as the Texas Insurance Code Chapters [ Chapter ] 20A and 843 .

(2) - (4) (No change.)

(5) Agent--As defined in the Insurance Code Article 21.07-1, §2 [ Articles 20A.15 and 20A.15A ], unless the context of the rule clearly indicates applicability to any agents licensed under one specific article.

(6) (No change.)

(7) Basic health care service--Health care services which an enrolled population might reasonably require to maintain good health, [ including, without limitations as to time and cost, those benefits ] as prescribed in §§11.508 and 11.509 of this title (relating to Mandatory Benefit Standards: Group, Individual and Conversion Agreements, and Additional Mandatory Benefit Standards : [ - ] Group Agreement Only)[ , other than those limitations specifically prescribed in this title ].

(8) - (9) (No change.)

(10) Control--As defined in the Insurance Code §§823.005 and 823.151 [ Article 21.49-1 ].

(11) - (16) (No change.)

(17) HMO--A health maintenance organization as defined in Insurance Code §843.002(14) [ Article 20A.02(n) ].

(18) - (21) (No change.)

(22) Limited service HMO--An HMO which has been issued a certificate of authority to issue a limited [ service ] health care service plan as defined in the Insurance Code §843.002 [ Article 20A.02(l) ].

(23) - (40) (No change.)

(41) Single service HMO--An HMO which has been issued a certificate of authority to issue a single health care service plan as defined in the Insurance Code §843.002 [ Article 20A.02(y) ].

(42) - (49) (No change.)

(50) Voting security--As defined in the Insurance Code §823.007 [ Article 21.49-1 ], including any security convertible into or evidencing a right to acquire such security.

(51) (No change.)

(52) Annual financial statement--The annual statement to be used by HMOs, as promulgated by the NAIC and as adopted by the commissioner under Insurance Code Article [ Articles ] 1.11 and §§802.001, 802.003 and 843.155 [ 20A.10 ].

(53) - (57) (No change.)

(58) Consumer choice plan--A health plan offered by an HMO, as described in Subchapter AA of Chapter 21 of this title (relating to Consumer Choice Health Benefit Plans);

(59) State-mandated plan--A health plan offered by an HMO, that contains coverage for all state-mandated benefits, including those as described in §§21.3515 - 21.3518 of this title (relating to State-mandated Health Benefits in Individual HMO Plans, State-mandated Health Benefits in Group HMO Plans, State-mandated Health Benefits in Small Employer HMO Plans, and State-mandated Health Benefits in Large Employer HMO Plans) and offers basic health care services without limitation as to time and cost.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on December 29, 2003.

TRD-200308895

Gene C. Jarmon

General Counsel and Chief Clerk

Texas Department of Insurance

Earliest possible date of adoption: February 8, 2004

For further information, please call: (512) 463-6327


Subchapter F. EVIDENCE OF COVERAGE

28 TAC §11.508, §11.509

The amendments are proposed under the Insurance Code Article 20A.9N(j) and §§843.002(2), 843.151 and 36.001. Insurance Code Article 20A.09N(j) requires the commissioner to adopt rules as necessary to implement the statutes creating consumer choice plans. Section 843.002(2) provides that basic health care services are those the commissioner determines an enrolled population might reasonably require in order to be maintained in good health. Section 843.151 provides that the commissioner may adopt reasonable rules as necessary and proper to carry out the provisions of Chapters 843 and 20A. Section 36.001 provides that the commissioner may adopt any rules necessary and appropriate to implement the powers and duties of the Texas Department of Insurance under the Insurance Code and other laws of this state.

The following sections are affected by this proposal: Insurance Code Article 20A.9N(j) and §843.002

§11.508.Mandatory Benefit Standards: Group, Individual and Conversion Agreements.

(a) Each evidence of coverage providing basic health care services [ shall contain the basic health care services defined in §11.2(b)(7) of this title (relating to Definitions), and ] shall provide the following basic health care [ such ] services when they are provided by network physicians or providers, or by non-network physicians and providers as set forth in §11.506(10) or (15) of this title (relating to Mandatory Contractual Provisions: Group, Individual and Conversion Agreement and Group Certificate) [ as needed and without limitation as to time and cost, unless such limitation is permitted in this section, including the following ]:

(1) Outpatient services, including the following:

(A) primary care and specialist physician services;

(B) outpatient services by other providers;

(C) diagnostic services, including laboratory, imaging and radiologic services;

(D) therapeutic radiology services;

(E) prenatal services;

(F) outpatient rehabilitation therapies including physical therapy, speech therapy and occupational therapy;

(G) home health services;

(H) preventive services, including:

(i) periodic health examinations for adults as required in Insurance Code Article 20A.09B;

(ii) immunizations for children as required in Insurance Code Article 21.53F §3;

(iii) well-child care from birth as required in Insurance Code Article 20A.09E;

(iv) cancer screenings as required in Insurance Code Article 3.70-2(H) relating to mammography;

(v) cancer screenings as required in Insurance Code Article 21.53F relating to screening for prostate cancer;

(vi) cancer screenings as required in Insurance Code Article 21.53S relating to screening for colorectal cancer; and

(vii) annual eye and ear examinations for children through age 17, to determine the need for vision and hearing correction.

(I) mental health services for short-term evaluative or crisis stabilization services, which must have the same cost-sharing and benefit maximum provisions as any physical health services; and

(J) emergency services as required by Insurance Code Article 20A.09Y.

(2) Inpatient hospital services, including room and board, general nursing care, meals and special diets when medically necessary, use of operating room and related facilities, use of intensive care unit and services, x-ray services, laboratory and other diagnostic tests, drugs, medications, biologicals, anesthesia and oxygen services, special duty nursing when medically necessary, radiation therapy, inhalation therapy, administration of whole blood and blood plasma, and short-term rehabilitation therapy services in the acute hospital setting.

(3) Inpatient physician care services, including services performed, prescribed, or supervised by physicians or other health professionals including diagnostic, therapeutic, medical, surgical, preventive, referral and consultative health care services.

(4) Outpatient hospital services, including treatment services; ambulatory surgery services; diagnostic services, including laboratory, radiology, and imaging services; rehabilitation therapy; and radiation therapy.

[ (1) Diabetes. A provision for the treatment of diabetes and conditions associated with diabetes pursuant to the Insurance Code Article 21.53G. ]

[ (2) Diagnostic services. A provision for diagnostic laboratory and diagnostic and therapeutic radiological services in support of basic health services including professional fees.]

[ (3) Home health services. A provision for home health services provided at an enrollee's home by health care personnel, as prescribed or directed by the responsible physician or other authority designated by the HMO.]

[ (4) Inpatient and outpatient services. A provision for inpatient and outpatient services, including the following:]

[ (A) outpatient services, which must include diagnostic services, treatment services and x-ray services, for patients who are ambulatory and may be provided in a non-hospital based health care facility or at a hospital;]

[ (B) inpatient hospital services, which must include but not be limited to, room and board, general nursing care, meals and special diets when medically necessary, use of operating room and related facilities, use of intensive care unit and services, x-ray services, laboratory, and other diagnostic tests, drugs, medications, biologicals, anesthesia and oxygen services, special duty nursing when medically necessary, radiation therapy, inhalation therapy, and administration of whole blood and blood plasma;]

[ (C) outpatient services and inpatient hospital services must include rehabilitative services and physical speech and occupational therapy; if in the opinion of a physician, the provision of those services and therapies are medically necessary, those services and therapies may not be denied, limited, or terminated if they meet or exceed treatment goals for the enrollee. For a person that is physically disabled, treatment goals may include maintenance of functioning or prevention of or slowing of further deterioration.]

[ (5) Breast cancer and related procedures. A provision for coverage for breast cancer including the following:]

[ (A) coverage for mastectomy must provide coverage for breast reconstruction. Breast reconstruction is subject to the same deductible or copayment applicable to mastectomy. Breast reconstruction may not be denied because the mastectomy occurred prior to the effective date of coverage.]

[ (B) coverage for the inpatient care for an enrollee in accordance with the Insurance Code Article 21.52G.]

[ (6) Mental health services. A provision that provides 20 outpatient visits per enrollee per year, as may be necessary and appropriate for short-term evaluative or crisis intervention mental health services, or both.]

[ (7) Mother and newborn child. A provision for maternity benefits must provide care for an enrollee and her newborn child as described in the Insurance Code Article 21.53F.]

[ (8) Physician services. A provision that physician services (including consultant and referral services by a physician) must be provided by a licensed physician, or if a service of a physician may also be provided under applicable state law by other health providers, an HMO may provide the service through these other health providers.]

[ (9) Preventive health services. A provision for preventive health services, which must be made available to enrollees and must include at least the following:]

[ (A) a broad range of voluntary family planning services;]

[ (B) infertility medical services for artificial insemination, including donor-related services, without limitation as to who may be a donor. Such infertility medical services include medical treatment to diagnose and/or treat the medical causes for the infertility of the male or female enrollee. The infertility medical services appearing in §11.512(13) of this title (relating to Optional Benefits) are not considered to be basic health care services;]

[ (C) well-child care from birth;]

[ (D) periodic health evaluations for adults, including health risk assessments not less than once every three years for adults and annual well woman examinations;]

[ (E) a medically recognized diagnostic examination for the detection of prostate cancer in accordance with the Insurance Code Article 21.53F;]

[ (F) annual eye and ear examinations for children through age 17, to determine the need for vision and hearing correction; and]

[ (G) pediatric and adult immunizations, in accord with accepted medical practice, including immunizations for each covered child from birth through the date the child is six years of age, as described in the Insurance Code Article 21.53F and §11.506(2) of this title (relating to Mandatory Contractual Provisions: Group, Individual and Conversion Agreement and Group Certificate). An HMO shall not limit benefits to enrollees for immunizations or vaccinations to circumstances in which an immunization or vaccination is administered by a pharmacist under a physician's written protocol.]

[ (10) Transplants. A provision for benefits for kidney transplants; corneal transplants; liver transplants for children with biliary atresia and other rare congenital abnormalities; and bone marrow transplants for aplastic anemia, leukemia, severe combined immunodeficiency disease, and Wiskott-Aldrich syndrome, when medically necessary, including a provision for the payment of the donor's expenses. An HMO may not require an enrollee to travel out-of-state to receive transplant services unless the HMO obtains the informed consent of the enrollee, which explains the benefits and detriments of in-state and out-of-state options.]

(b) In addition to the basic health care services in subsection (a) of this section, each evidence of coverage shall include coverage for the following:

(1) breast reconstruction as required by federal law if the plan provides coverage for mastectomy. Breast reconstruction is subject to the same deductible or copayment applicable to mastectomy. Breast reconstruction may not be denied because the mastectomy occurred prior to the effective date of coverage;

(2) inpatient and postdelivery care for an enrollee and her newborn child as required by federal law, if the plan provides maternity benefits; and

(3) diabetes self-management training, equipment and supplies as required in Insurance Code Article 21.53G.

(c) [ (b) ] The benefits described in subsection (a)(1)(F) and (1)(I)(ii) and (vi) [ (a)(1), (5) and (9)(E) and (G) ] of this section do not apply to small employer plans as defined by the Insurance Code Chapter 26.

(d) A state-mandated plan defined in §11.2(b) of this title (relating to Definitions) shall provide coverage for the basic health care services as described in subsection (a) of this section, as well as all state-mandated benefits as described in §§21.3516 - 21.3518 of this title (relating to State-mandated Health Benefits in Individual HMO Plans, State-mandated Health Benefits in Small Employer HMO Plans, and State-mandated Health Benefits in Large Employer HMO Plans), and must provide the services without limitation as to time and cost.

(e) [ (c) ] Nothing in this title shall require an HMO, physician, or provider to recommend, offer advice concerning, pay for, provide, assist in, perform, arrange, or participate in providing or performing any health care service that violates its religious convictions. An HMO that limits or denies health care services under this subsection shall set forth such limitations in its evidence of coverage.

§11.509.Additional Mandatory Benefit Standards: Group Agreement Only.

Group agreements must contain the following additional mandatory provisions.

(1) - (2) (No change.)

(3) Chemical dependency. A provision to provide benefits for the necessary care and treatment of chemical dependency that are not less favorable than for physical illness generally, subject to the same durational limits, dollar limits, deductibles and coinsurance factors is required for state-mandated plans defined in §11.2(b) of this title (relating to Definitions) . Dollar or durational limits which are less favorable than for physical illness generally may be set only if such limits are sufficient to provide appropriate care and treatment under the guidelines and standards adopted under the Insurance Code Article 3.51-9, §2A(d), including §§3.8001 - 3.8022 of this title (relating to Standards for Reasonable Cost Control and Utilization Review for Chemical Dependency Treatment Centers).

(A) Coverage for chemical dependency may be limited to a lifetime maximum of three separate series of treatment for each covered individual as described by the Insurance Code Article 3.51-9, §2A(b).

(B) Benefits provided shall be determined as if necessary care and treatment in a chemical dependency treatment center were care and treatment in a hospital.

(4) Osteoporosis. A provision that provides coverage to a qualified individual as defined in the Insurance Code Article 21.53C for medically accepted bone mass measurement for the detection of low bone mass and to determine the person's risk of osteoporosis and fractures associated with osteoporosis is required for state-mandated plans defined in §11.2(b) of this title.

(5) (No change.)

(6) Conditions affecting the temporomandibular joint. Group agreements, except for contracts issued to small employer plans and consumer choice plans defined in §11.2(b) of this title must include a provision that provides coverage for a condition affecting the temporomandibular joint as required by the Insurance Code Article 21.53A.

(7) Inability to undergo dental treatment. Group agreements, except for contracts issued to small employer plans and consumer choice plans defined in §11.2(b) of this title, may not exclude from coverage under the plan an enrollee who is unable to undergo dental treatment in an office setting or under local anesthesia due to a documented physical, mental, or medical reason as determined by the enrollee's physician or the dentist providing the dental care. This benefit does not require an HMO to provide dental services if dental services are not otherwise scheduled or provided as part of the benefits covered by the agreement.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on December 29, 2003.

TRD-200308896

Gene C. Jarmon

General Counsel and Chief Clerk

Texas Department of Insurance

Earliest possible date of adoption: February 8, 2004

For further information, please call: (512) 463-6327


Chapter 21. TRADE PRACTICES

Subchapter AA. CONSUMER CHOICE HEALTH BENEFIT PLANS

The Texas Department of Insurance proposes new Subchapter AA, §§21.3501 - 21.3505, 21.3510 - 21.3518, 21.3525 - 21.3530, 21.3535, and 21.3540 - 21.3544, concerning consumer choice health benefit plans. These proposed new sections are the result of the enactment of Senate Bill (SB) 541 during the 78th Regular Legislative Session. That legislation added, among other provisions, Texas Insurance Code Arts. 3.80 and 20A.09N, which are designed to increase the availability of health insurance coverage by allowing authorized insurers and health maintenance organizations (HMOs) to issue health plans that, in whole or in part, do not offer or provide state-mandated health benefits. In furtherance of this goal of increased availability and to provide more flexibility in the HMO market, SB 541 also changed the definition of "basic health care services" in the HMO Act, Texas Insurance Code Chapter 843. Amendments relating to this change are the subject of proposed rules published elsewhere in this issue of the Texas Register .

The purpose of these rules is to implement the provisions and the intent of SB 541 by increasing availability of more affordable health benefit plans; developing a well-defined, efficient process for bringing those plans to market; and instituting appropriate safeguards to ensure consumer understanding of and freedom to choose between health benefit plan options.

Proposed §21.3501 provides the statement of purpose for the subchapter. Proposed §21.3502 adds definitions for terms used in the subchapter. Proposed §21.3503 contains authority for health carriers to offer consumer choice health benefit plans. Proposed §21.3504 contains a severability clause. Proposed §21.3505 provides that the rule applies only to a health plan delivered, issued for delivery, or renewed on or after the effective date for the subchapter. Proposed §§21.3510 - 21.3518 enumerate the benefits considered "state-mandated health benefits," which a health carrier may exclude, for each type of consumer choice health benefit plan a health carrier may offer.

Proposed §21.3525 sets out the notice that health insurers must include on each application for a consumer choice health benefit plan, and proposed §21.3526 sets out the notice that health insurers must include on the policy itself. Proposed §§21.3527 and 21.3528 set out the notices that an HMO must provide on the application and evidence of coverage. Proposed §21.3529 enumerates duties of agents marketing, soliciting, receiving an application for, or administering a consumer choice health benefit plan. Proposed §21.3530 provides requirements for a disclosure which each health carrier offering or providing a consumer choice health benefit plan must provide each prospective or current policyholder. Proposed §21.3535 addresses requirements for health carrier retention of the signed disclosure statement required by §21.3530 and the written affirmation required by §21.3542. Proposed §21.3540 requires health carriers to include coverage for direct access to the health care services of an obstetrical or gynecological care provider. Proposed §21.3541 requires HMOs offering a consumer choice health benefit plan to provide basic health care services. Proposed §21.3542 requires a health carrier that offers a consumer choice health benefit plan to make available a comparable plan that includes all state-mandated health benefits. The section also requires a health carrier to obtain written affirmation that it offered one of these alternative plans. Proposed §21.3543 details the documents a health carrier must provide when filing a consumer choice health benefit plan with the department. Proposed §21.3544 addresses required annual reporting related to consumer choice health benefit plans which health carriers must make to the department.

The Department will consider the adoption of the proposed new §§21.3501 - 21.3505, 21.3510 - 21.3518, 21.3525 - 21.3530, 21.3535, and 21.3540 - 21.3544 in a public hearing under Docket No. 2587 scheduled for February 6, 2004, at 9:30 a.m. in Room 100 of the William P. Hobby Jr. State Office Building, 333 Guadalupe Street in Austin, Texas.

Kimberly Stokes, Senior Associate Commissioner for the Life, Health, and Licensing Program, has determined that for each year of the first five years the proposed sections will be in effect there will be no fiscal impact to state and local governments as a result of the enforcement and administration of the rule. There will be no measurable effect on local employment or the local economy as a result of the proposal.

Ms. Stokes has determined that for each year of the first five years the sections are in effect, the public benefits anticipated as a result of the proposed sections will be availability of more affordable health benefit plans; a well-defined, efficient process for bringing those plans to market; and appropriate safeguards to ensure consumer understanding of and freedom to choose between health benefit plan options. Except as provided below, any cost to persons required to comply with these sections for each year of the first five years the proposed sections will be in effect is the result of the enactment of SB 541 and not the result of the adoption, enforcement, or administration of the sections.

The additional probable economic costs to persons required to comply with the sections are as follows:

Section 21.3530(e) requires health carriers, upon request, to provide a prospective policyholder or contractholder with a copy of the written disclosure statement. While the statute requires a health carrier to retain the signed disclosure statement in the carrier’s records, the proposed section also requires that the carrier furnish the prospective policyholder with a copy of the statement. The department estimates the cost of producing this copy to be between one and four cents per copy. Depending on the circumstances under which the prospective policyholder or contractholder tenders the request, there may be costs associated with delivery of the document, including postage or expenses related to facsimile or other electronic transmission. Use of alternative means of delivery, such as via facsimile or other electronic transmission, may also reduce the cost of producing and delivering the document. Since the copy is furnished only upon request of the policyholder, the actual cost to a carrier will vary depending on the number of requests made to the carrier.

There are two potential costs identifiable with the §21.3542(d) requirement that a health carrier obtain a written affirmation that the carrier offered a prospective policyholder or contractholder an alternative plan in compliance with §21.3542(a). The first cost relates to obtaining the written affirmation. Since the health carrier must obtain the written affirmation no later than at the time of application, a carrier may include the written affirmation along with other portions of the application. Where a carrier adopts this practice, there should be no additional cost, unless the language of the written affirmation necessitates the creation of an additional application page. The cost in that instance would be the same as where a health carrier chooses to present the written affirmation separately, which the department estimates at between one and four cents per affirmation. The actual cost to a health carrier will vary according to the number of affirmations the carrier processes.

The second cost is the §21.3535(a)(2) requirement that a health carrier provide the written affirmation to the department at the commissioner’s request. Since the statute requires a health carrier to retain and produce the signed disclosure statement, a carrier should be able to store the affirmation as a part of its normal business operations without incurring additional cost. An additional cost would arise only if a health carrier lacks the capacity to store the affirmations, as part of its normal business operations. In such case, the department estimates that a health carrier in Texas can contract to store a 12" X 15" box of documents for approximately $5.00 annually. The total cost will vary depending on the number of documents a health carrier needs to store. Moreover, the rule does not prescribe the method the company uses to store and produce the documents. A health carrier may achieve savings by storing the affirmations electronically.

Section 21.3543(2)(B) requires a carrier to include a statement of the reduction in premium resulting from the differences in coverage and design between the consumer choice health benefit plan and an identical plan with all state-mandated health benefits. As a health carrier must determine this information in the process of developing its cost model, it can provide a statement of the differential as a component of normal business operations without additional cost. At most, any additional cost would stem from the actual expression of the statement, which the department estimates should take no more than 30 minutes of an actuary's time. The cost of an actuary's time will vary depending on whether the carrier employs or contracts independently with the actuary. The department estimates the average cost of an independent actuary's time to be $300.00 per hour.

The proposed reporting requirements of §21.3544 may result in additional administrative expenses to carriers. In addition, costs for carriers will vary based upon the particular carrier’s method for capturing data, current computer system and types of plans offered by the carrier. Despite these variances, all carriers will be required to incur initial costs to make certain changes to computer systems consistent with the intent of SB 541. According to 2002 data from the U.S. Bureau of Labor Statistics Occupational Employment Statistics Survey, as reported by the Texas Workforce Commission, the mean hourly rate for a computer programmer in the insurance business is $31.27. The amount of time necessary to implement system changes will vary greatly based on the size of the carrier, the carrier’s current data collection practices, and the type of plans offered by the carrier. The department has consulted with representatives of the industry, including small and large employer carriers, and estimates that the cost of compliance with these requirements will vary between $1,000 and $5,000 annually. However, as these reporting requirements are similar to those already required of employer carriers by Insurance Code Articles 26.71 and 26.91, the actual cost of compliance may be lower.

Ms. Stokes has determined, pursuant to Texas Government Code §2006.001, that the costs of compliance for small or micro businesses with those parts of the proposed sections that are not mandated by SB 541 fall in two categories: customer interaction and reporting. The rule’s costs regarding customer interaction include providing upon request a copy of the written disclosure statement, as well as obtaining and retaining the written affirmation. The cost of compliance with these provisions should not vary between carriers that are large, small, or microbusinesses. The department believes it would be neither legal nor feasible to exempt small or micro businesses from this part of the proposed rule, or to establish separate compliance standards, since to do so would create an unfairly disparate standard for customers of small or micro businesses with regard to critical consumer safeguards.

As noted earlier, health carriers will likely experience some additional startup costs with regard to capturing data which the rule requires them to report. The department estimated these costs based on the mean hourly rate of computer programmers for the insurance business; this rate should be the same regardless of whether the entity is a small, micro or large business. Also as noted herein, there will be additional costs to carriers associated with the proposed rule’s provisions concerning reporting of data. These costs may vary depending on whether a carrier employs its own actuaries or contracts with independent actuaries. Regardless, receipt of a full set of data, representing the experience of all participating carriers, will be critical to the proper evaluation of the effect of the new consumer choice health benefit plans, and thus the department declines to waive or to establish separate reporting requirements for carriers that are small or micro businesses.

To be considered, written comments on the proposal must be submitted no later than 5:00 p.m. on February 9, 2004 to Gene C. Jarmon, General Counsel and Chief Clerk, Mail Code 113-2A, Texas Department of Insurance, P. O. Box 149104, Austin, Texas 78714-9104. Commenters must simultaneously submit an additional copy of the comment to Kimberly Stokes, Senior Associate Commissioner, Life, Health and Licensing Program, Mail Code 107-2A, Texas Department of Insurance, P.O. Box 149104, Austin, Texas 78714-9104.

1. GENERAL PROVISIONS

28 TAC §§21.3501 - 21.3505

The department proposes the new sections under the Insurance Code Articles 3.80, §7, 20A.09N(j), and §36.001. Articles 3.80, §7 and 20A.09N(j) require the commissioner to adopt rules as necessary to implement the statutes creating consumer choice health benefits plans. Section 36.001 provides that the commissioner may adopt any rules necessary and appropriate to implement the powers and duties of the Texas Department of Insurance under the Insurance Code and other laws of this state.

The following sections are affected by this proposal: Insurance Code Articles 21.3510 - 21.3518, 3.80 and 20A.09N 21.3525 - 21.3530, 21.3535, and 21.3540 - 21.3544.

§21.3501.Statement of Purpose.

This subchapter is intended to implement the provisions of the Texas Consumer Choice of Benefits Health Insurance Plan Act. The general purpose of the Act and this subchapter is to implement the legislative goal of providing individuals, employers, and other purchasers of health care coverage in this state the opportunity to choose health benefit plans that are more affordable and flexible than plans available in the existing market. To that end, the legislature has authorized health carriers to issue policies or evidences of coverage that, in whole or in part, do not offer or provide certain state-mandated health benefits.

§21.3502.Definitions.

The following words and terms, when used in this subchapter, shall have the following meanings, unless the context clearly indicates otherwise.

(1) Basic health care services--Health care services that the commissioner determines an enrolled population might reasonably need to be maintained in good health.

(2) Commissioner--The commissioner of insurance.

(3) Consumer choice health benefit plan--A group or individual accident or sickness insurance policy, or evidence of coverage that, in whole or in part, does not offer or provide state-mandated health benefits, but that provides creditable coverage as defined by Insurance Code Article 26.035(a) or Article 3.70-1.

(4) Consumer choice of benefits health insurance plan--A consumer choice health benefit plan.

(5) Department--The Texas Department of Insurance.

(6) Health carrier--Any entity authorized under the Insurance Code or another insurance law of this state that provides health benefits in this state, including an insurance company, a group hospital service corporation under Insurance Code Chapter 842, a health maintenance organization under Insurance Code Chapter 843, and a stipulated premium company under Insurance Code Chapter 884.

(7) Standard health benefit plan--A consumer choice health benefit plan.

(8) State-mandated health benefits--

(A) Coverage required under the Insurance Code, this code, or other law of this state to be provided in an individual, blanket, or group policy for accident and health insurance, a contract for coverage of a health-related condition, or an evidence of coverage that:

(i) includes coverage for specific health care services or benefits;

(ii) places limitations or restrictions on deductibles, coinsurance, copayments, or any annual or lifetime maximum benefit amounts, including limitations provided in Insurance Code Article 20A.09(l) (as added by Section 7, Chapter 1026, Acts of the 75th Legislature, Regular Session, 1997); or

(iii) includes a specific category of licensed health care practitioner from whom an insured or enrollee is entitled to receive care.

(B) Do not include benefits or coverage mandated by federal law, or standard provisions or rights required under the Insurance Code, this code, or other law of this state, to be provided in an individual, blanket, or group policy for accident and health insurance, a contract for coverage of a health-related condition, or an evidence of coverage unrelated to specific health illnesses, injuries, or conditions of an insured or enrollee, including those benefits or coverages enumerated in Insurance Code Articles 3.80, §3(b) and 20A.09N(d).

§21.3503.Authority to Offer.

A health carrier may offer, and a health carrier that is also a small employer carrier shall offer, one or more consumer choice health benefit plans in accordance with this subchapter and other applicable law.

§21.3504.Severability.

A holding that any provision of this subchapter or the application thereof to any person or circumstances is for any reason invalid shall not affect the remainder of the subchapter and the application of its provisions to any persons under other circumstances.

§21.3505.Application Date.

This subchapter applies only to an insurance policy, contract, or evidence of coverage delivered, issued for delivery, or renewed on or after the effective date of the subchapter.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on December 29, 2003.

TRD-200308897

Gene C. Jarmon

General Counsel and Chief Clerk

Texas Department of Insurance

Earliest possible date of adoption: February 8, 2004

For further information, please call: (512) 463-6327


2. STATE-MANDATED HEALTH BENEFITS

28 TAC §§21.3510 - 21.3518

The department proposes the new sections under the Insurance Code Articles 3.80, §7, 20A.09N(j), and §36.001. Articles 3.80, §7 and 20A.09N(j) require the commissioner to adopt rules as necessary to implement the statutes creating consumer choice health benefits plans. Section 36.001 provides that the commissioner may adopt any rules necessary and appropriate to implement the powers and duties of the Texas Department of Insurance under the Insurance Code and other laws of this state.

The following sections are affected by this proposal: Insurance Code Articles 21.3510 - 21.3518, 3.80 and 20A.09N 21.3525 - 21.3530, 21.3535, and 21.3540 - 21.3544.

§21.3510.State-mandated Health Benefits in Individual Indemnity Policies.

The following enumerated items are state-mandated health benefits a health insurer does not have to include in an individual indemnity consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(3) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(4) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(5) limitations or restrictions on coinsurance imposed by §3.3704(a)(6) of this title (relating to Freedom of Choice: Availability of Preferred Providers);

(6) coverage of a minimum stay for mastectomy treatment/services as required by Insurance Code Article 21.52G;

(7) coverage of diabetes care as required by Insurance Code Article 21.53D;

(8) coverage of telehealth and telemedicine as required by Insurance Code Article 21.53F;

(9) coverage of off-label drugs as required by Insurance Code Article 21.53M;

(10) coverage of mental/nervous disorders with demonstrable organic disease as required by §3.3057(d) of this title (relating to Standards for Exceptions, Exclusions, and Reductions Provision);

(11) coverage of transplant donor coverage as required by §3.3040(h) of this title (relating to Prohibited Policy Provisions); and

(12) offer of coverage for therapies for children with developmental delays as required by Insurance Code Article 21.53F.

§21.3511.State-mandated Health Benefits in Group Association Indemnity Policies.

The following enumerated items are state-mandated health benefits that a health insurer does not have to include in a group association indemnity consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(3) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(4) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(5) limitations or restrictions on coinsurance imposed by §3.3704(a)(6) of this title (relating to Freedom of Choice: Availability of Preferred Providers);

(6) the offer of in vitro fertilization coverage as required by Insurance Code Article 3.51-6, §3A;

(7) coverage of HIV, AIDS, or HIV-related illnesses as required by Insurance Code Article 3.51-6, §3C;

(8) coverage of chemical dependency and stays in a chemical dependency treatment facility as required by Insurance Code Article 3.51-9;

(9) coverage of serious mental illness as required by Insurance Code Article 3.51-14;

(10) the offer of mental or emotional illness coverage as required by Insurance Code Article 3.70-2(F);

(11) coverage of inpatient mental health and stays in a psychiatric day treatment facility as required by Insurance Code Article 3.70-2(F);

(12) the offer of speech and hearing coverage as required by Insurance Code Article 3.70-2(G);

(13) the offer of home health care coverage as required by Insurance Code Article 3.70-3B;

(14) coverage of stays in a crisis stabilization unit and/or residential treatment center for children and adolescents as required by Insurance Code Article 3.72;

(15) coverage of a minimum stay for mastectomy treatment/services as required by Insurance Code Article 21.52G;

(16) continuation of coverage of certain drugs under a drug formulary as required by Insurance Code Article 21.52J;

(17) coverage of diagnosis and treatment affecting temporomandibular joint and treatment for a person unable to undergo dental treatment in an office setting or under local anesthesia as required by Insurance Code Article 21.53A;

(18) coverage of bone mass measurement for osteoporosis as required by Insurance Code Article 21.53C;

(19) coverage of diabetes care as required by Insurance Code Article 21.53D;

(20) coverage of telehealth and telemedicine as required by Insurance Code Article 21.53F;

(21) coverage of off-label drugs as required by Insurance Code Article 21.53M; and

(22) offer of coverage for therapies for children with developmental delays as required by Insurance Code Article 21.53F.

§21.3512.State-mandated Health Benefits in Small Employer Indemnity Policies.

The following enumerated items are state-mandated health benefits that a health insurer does not have to include in a small employer group indemnity consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(3) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(4) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(5) limitations or restrictions on coinsurance imposed by §3.3704(a)(6) of this title (relating to Freedom of Choice: Availability of Preferred Providers);

(6) the offer of in vitro fertilization coverage as required by Insurance Code Article 3.51-6, §3A;

(7) coverage of HIV, AIDS, or HIV-related illnesses as required by Insurance Code Article 3.51-6, §3C;

(8) coverage of chemical dependency and stays in a chemical dependency treatment facility as required by Insurance Code Article 3.51-9;

(9) the offer of serious mental illness coverage as required by Insurance Code Article 3.51-14;

(10) the offer of mental or emotional illness coverage as required by Insurance Code Article 3.70-2(F);

(11) coverage of inpatient mental health and stays in a psychiatric day treatment facility as required by Insurance Code Article 3.70-2(F);

(12) the offer of speech and hearing coverage as required by Insurance Code Article 3.70-2(G);

(13) the offer of home health care coverage as required by Insurance Code Article 3.70-3B;

(14) coverage of stays in a crisis stabilization unit and/or residential treatment center for children and adolescents as required by Insurance Code Article 3.72; and

(15) coverage of bone mass measurement for osteoporosis as required by Insurance Code Article 21.53C.

§21.3513.State-mandated Health Benefits in Large Employer Indemnity Policies.

The following enumerated items are state-mandated health benefits that a health insurer does not have to include in a large employer group indemnity consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(3) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(4) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(5) limitations or restrictions on coinsurance imposed by §3.3704(a)(6) of this title (relating to Freedom of Choice: Availability of Preferred Providers);

(6) the offer of in vitro fertilization coverage as required by Insurance Code Article 3.51-6, §3A;

(7) coverage of HIV, AIDS, or HIV-related illnesses as required by Insurance Code Article 3.51-6, §3C;

(8) coverage of chemical dependency and stays in a chemical dependency treatment facility as required by Insurance Code Article 3.51-9;

(9) the offer of mental or emotional illness coverage as required by Insurance Code Article 3.70-2(F);

(10) coverage of inpatient mental health and stays in a psychiatric day treatment facility as required by Insurance Code Article 3.70-2(F);

(11) the offer of speech and hearing coverage as required by Insurance Code Article 3.70-2(G);

(12) the offer of home health care coverage as required by Insurance Code Article 3.70-3B;

(13) coverage of stays in a crisis stabilization unit and/or residential treatment center for children and adolescents as required by Insurance Code Article 3.72;

(14) coverage of a minimum stay for mastectomy treatment/services as required by Insurance Code Article 21.52G;

(15) continuation of coverage of certain drugs under a drug formulary as required by Insurance Code Article 21.52J;

(16) coverage of diagnosis and treatment affecting temporomandibular joint and treatment for a person unable to undergo dental treatment in an office setting or under local anesthesia as required by Insurance Code Article 21.53A;

(17) coverage of bone mass measurement for osteoporosis as required by Insurance Code Article 21.53C;

(18) coverage of diabetes care as required by Insurance Code Article 21.53D;

(19) coverage of telehealth and telemedicine as required by Insurance Code Article 21.53F;

(20) coverage of off-label drugs as required by Insurance Code Article 21.53M; and

(21) offer of coverage for therapies for children with developmental delays as required by Insurance Code Article 21.53F.

§21.3514.State-mandated Health Benefits in Blanket Indemnity Policies.

The category of group to which the carrier is issuing coverage determines which benefits are state-mandated health benefits for blanket indemnity insurance policies.

§21.3515.State-mandated Health Benefits in Individual HMO Plans.

The following enumerated items are state-mandated health benefits that an HMO does not have to include in an individual HMO consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of childhood immunizations as required by Insurance Code Article 20A.09F;

(3) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(4) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(5) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(6) treatment by a non-primary care specialist as a primary care provider as required by Insurance Code Article 20A.09(3)(a)(D);

(7) coverage of rehabilitation therapies as required by Insurance Code Article 20A.09(a)(4);

(8) limitations or restrictions on copayments imposed by §11.506(2)(A) of this title (relating to Mandatory Contractual Provisions: Group, Individual and Conversion Agreement and Group Certificate);

(9) limitations or restrictions on deductibles imposed by §11.506(2)(B) of this title;

(10) coverage of a minimum stay for mastectomy treatment/services as required by Insurance Code Article 21.52G;

(11) coverage of diabetes care as required by Insurance Code Article 21.53D;

(12) coverage of telehealth and telemedicine as required by Insurance Code Article 21.53F;

(13) coverage of off-label drugs as required by Insurance Code Article 21.53M; and

(14) offer of coverage for therapies for children with developmental delays as required by Insurance Code Article 21.53F.

§21.3516.State-mandated Health Benefits in Group HMO Plans.

The following enumerated items are state-mandated health benefits that an HMO does not have to include in a non-employer group HMO consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of childhood immunizations as required by Insurance Code Article 20A.09F;

(3) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(4) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(5) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(6) treatment by a non-primary care specialist as a primary care provider as required by Insurance Code Article 20A.09(3)(a)(D);

(7) coverage of rehabilitation therapies as required by Insurance Code Article 20A.09(a)(4);

(8) limitations or restrictions on copayments imposed by §11.506(2)(A) of this title (relating to Mandatory Contractual Provisions: Group, Individual and Conversion Agreement and Group Certificate);

(9) limitations or restrictions on deductibles imposed by §11.506(2)(B) of this title;

(10) the offer of in vitro fertilization coverage as required by Insurance Code Article 3.51-6, §3A;

(11) coverage of HIV, AIDS, or HIV-related illnesses as required by Insurance Code Article 3.51-6, §3C;

(12) coverage of chemical dependency and stays in a chemical dependency treatment facility as required by Insurance Code Article 3.51-9;

(13) coverage of serious mental illness as required by Insurance Code Article 3.51-14;

(14) the offer of mental or emotional illness coverage as required by Insurance Code Article 3.70-2(F);

(15) coverage of inpatient mental health and stays in a psychiatric day treatment facility as required by Insurance Code Article 3.70-2(F);

(16) the offer of speech and hearing coverage as required by Insurance Code Article 3.70-2(G);

(17) coverage of stays in a crisis stabilization unit and/or residential treatment center for children and adolescents as required by Insurance Code Article 3.72;

(18) coverage of a minimum stay for mastectomy treatment/services as required by Insurance Code Article 21.52G;

(19) continuation of coverage of certain drugs under a drug formulary as required by Insurance Code Article 21.52J;

(20) coverage of diagnosis and treatment affecting temporomandibular joint and treatment for a person unable to undergo dental treatment in an office setting or under local anesthesia as required by Insurance Code Article 21.53A;

(21) coverage of bone mass measurement for osteoporosis as required by Insurance Code Article 21.53C;

(22) coverage of diabetes care as required by Insurance Code Article 21.53D;

(23) coverage of telehealth and telemedicine as required by Insurance Code Article 21.53F;

(24) coverage of off-label drugs as required by Insurance Code Article 21.53M; and

(25) offer of coverage for therapies for children with developmental delays as required by Insurance Code Article 21.53F.

§21.3517.State-mandated Health Benefits in Small Employer HMO Plans.

The following enumerated items are state-mandated health benefits that an HMO does not have to include in a small employer group HMO consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of childhood immunizations as required by Insurance Code Article 20A.09F;

(3) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(4) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(5) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(6) treatment by a non-primary care specialist as a primary care provider as required by Insurance Code Article 20A.09(3)(a)(D);

(7) coverage of rehabilitation therapies as required by Insurance Code Article 20A.09(a)(4);

(8) limitations or restrictions on copayments imposed by §11.506(2)(A) of this title (relating to Mandatory Contractual Provisions: Group, Individual and Conversion Agreement and Group Certificate);

(9) limitations or restrictions on deductibles imposed by §11.506(2)(B) of this title;

(10) the offer of in vitro fertilization coverage as required by Insurance Code Article 3.51-6, §3A;

(11) coverage of HIV, AIDS, or HIV-related illnesses as required by Insurance Code Article 3.51-6, §3C;

(12) coverage of chemical dependency and stays in a chemical dependency treatment facility as required by Insurance Code Article 3.51-9;

(13) the offer of serious mental illness coverage as required by Insurance Code Article 3.51-14;

(14) the offer of mental or emotional illness coverage as required by Insurance Code Article 3.70-2(F);

(15) coverage of inpatient mental health and stays in a psychiatric day treatment facility as required by Insurance Code Article 3.70-2(F);

(16) the offer of speech and hearing coverage as required by Insurance Code Article 3.70-2(G);

(17) coverage of stays in a crisis stabilization unit and/or residential treatment center for children and adolescents as required by Insurance Code Article 3.72; and

(18) coverage of bone mass measurement for osteoporosis as required by Insurance Code Article 21.53C.

§21.3518.State-mandated Health Benefits in Large Employer HMO Plans.

The following enumerated items are state-mandated health benefits that an HMO does not have to include in a large employer group HMO consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of childhood immunizations as required by Insurance Code Article 20A.09F;

(3) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(4) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(5) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(6) treatment by a non-primary care specialist as a primary care provider as required by Insurance Code Article 20A.09(3)(a)(D);

(7) coverage of rehabilitation therapies as required by Insurance Code Article 20A.09(a)(4);

(8) limitations or restrictions on copayments imposed by §11.506(2)(A) of this title (relating to Mandatory Contractual Provisions: Group, Individual and Conversion Agreement and Group Certificate);

(9) limitations or restrictions on deductibles imposed by §11.506(2)(B) of this title;

(10) the offer of in vitro fertilization coverage as required by Insurance Code Article 3.51-6, §3A;

(11) coverage of HIV, AIDS, or HIV-related illnesses as required by Insurance Code Article 3.51-6, §3C;

(12) coverage of chemical dependency and stays in a chemical dependency treatment facility as required by Insurance Code Article 3.51-9;

(13) the offer of mental or emotional illness coverage as required by Insurance Code Article 3.70-2(F);

(14) coverage of inpatient mental health and stays in a psychiatric day treatment facility as required by Insurance Code Article 3.70-2(F);

(15) the offer of speech and hearing coverage as required by Insurance Code Article 3.70-2(G);

(16) coverage of stays in a crisis stabilization unit and/or residential treatment center for children and adolescents as required by Insurance Code Article 3.72;

(17) coverage of a minimum stay for mastectomy treatment/services as required by Insurance Code Article 21.52G;

(18) continuation of coverage of certain drugs under a drug formulary as required by Insurance Code Article 21.52J;

(19) coverage of diagnosis and treatment affecting temporomandibular joint and treatment for a person unable to undergo dental treatment in an office setting or under local anesthesia as required by Insurance Code Article 21.53A;

(20) coverage of bone mass measurement for osteoporosis as required by Insurance Code Article 21.53C;

(21) coverage of diabetes care as required by Insurance Code Article 21.53D;

(22) coverage of telehealth and telemedicine as required by Insurance Code Article 21.53F;

(23) coverage of off-label drugs as required by Insurance Code Article 21.53M; and

(24) offer of coverage for therapies for children with developmental delays as required by Insurance Code Article 21.53F.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on December 29, 2003.

TRD-200308898

Gene C. Jarmon

General Counsel and Chief Clerk

Texas Department of Insurance

Earliest possible date of adoption: February 8, 2004

For further information, please call: (512) 463-6327


3. REQUIRED NOTICES

28 TAC §§21.3525 - 21.3530, 21.3535

The department proposes the new sections under the Insurance Code Articles 3.80, §7, 20A.09N(j), and §36.001. Articles 3.80, §7 and 20A.09N(j) require the commissioner to adopt rules as necessary to implement the statutes creating consumer choice health benefits plans. Section 36.001 provides that the commissioner may adopt any rules necessary and appropriate to implement the powers and duties of the Texas Department of Insurance under the Insurance Code and other laws of this state.

The following sections are affected by this proposal: Insurance Code Articles 21.3510 - 21.3518, 3.80 and 20A.09N 21.3525 - 21.3530, 21.3535, and 21.3540 - 21.3544.

§21.3525.Insurer Notice on Application.

Each application for participation in a consumer choice health benefit plan must contain the following language at the beginning of the document in at least 12 point bold type: "You have the option to choose this Consumer Choice of Benefits Health Insurance Plan that, either in whole or in part, does not provide state-mandated health benefits normally required in accident and sickness insurance policies in Texas. This standard health benefit plan may provide a more affordable health insurance policy for you although, at the same time, it may provide you with fewer health benefits than those normally included as state-mandated health benefits in policies in Texas. If you choose this standard health benefit plan, please consult with your insurance agent to discover which state-mandated health benefits are excluded in this policy."

§21.3526.Insurer Notice on Policy.

Each consumer choice health benefit plan must contain the following language at the beginning of the document in at least 12 point bold type: "This Consumer Choice of Benefits Health Insurance Plan, either in whole or in part, does not provide state-mandated health benefits normally required in accident and sickness insurance policies in Texas. This standard health benefit plan may provide a more affordable health insurance policy for you although, at the same time, it may provide you with fewer health benefits than those normally included as state-mandated health benefits in policies in Texas. Please consult with your insurance agent to discover which state-mandated health benefits are excluded in this policy."

§21.3527.HMO Notice on Application.

Each application for enrollment in a standard health benefit plan must contain the following language at the beginning of the document in at least 12 point bold type: "You have the option to choose this Consumer Choice of Benefits Health Maintenance Organization health care plan that, either in whole or in part, does not provide state-mandated health benefits normally required in evidences of coverage in Texas. This standard health benefit plan may provide a more affordable health plan for you although, at the same time, it may provide you with fewer health plan benefits than those normally included as state-mandated health benefits in Texas. If you choose this standard health benefit plan, please consult with your insurance agent to discover which state-mandated health benefits are excluded in this evidence of coverage."

§21.3528.HMO Notice on Evidence of Coverage.

Each consumer choice health benefit plan must contain the following language at the beginning of the document in at least 12 point bold type: "This Consumer Choice of Benefits Health Maintenance Organization health care plan, either in whole or in part, does not provide state-mandated health benefits normally required in evidences of coverage in Texas. This standard health benefit plan may provide a more affordable health plan for you although, at the same time, it may provide you with fewer health plan benefits than those normally included as state-mandated health benefits in Texas. Please consult with your insurance agent to discover which state-mandated health benefits are excluded in this evidence of coverage."

§21.3529.Duty of Agent.

Each agent marketing, soliciting, receiving an application for, or administering a consumer choice health benefit plan shall:

(1) provide each prospective and current policyholder or contractholder with all disclosures and offers required by §21.3530(a) of this subchapter (relating to Health Carrier Disclosure) and §21.3542(a) of this subchapter (relating to Offer of State-Mandated Plan); and

(2) upon request, consult with prospective and current policyholders and contractholders regarding the state-mandated health benefits not included in the consumer choice health benefit plan.

§21.3530.Health Carrier Disclosure.

(a) A health carrier offering or providing a consumer choice health benefit plan must provide each prospective or current policyholder or contractholder with a written disclosure statement in the manner prescribed in Form CCP 1 provided by the department for that purpose. Form CCP 1:

(1) acknowledges that the consumer choice health benefit plan being offered or purchased does not provide some or all state-mandated health benefits;

(2) lists those state-mandated health benefits not included under the consumer choice health benefit plan;

(3) provides a notice that purchase of the plan may limit future coverage options in the event the policyholder's, contractholder’s, or certificate holder’s health changes and needed benefits are not covered under the consumer choice health benefit plan; and

(4) requires the prospective or current policyholder or contractholder to sign an acknowledgment that he received the written disclosure statement.

(b) A health carrier may obtain Form CCP 1 by making a request to the Life/Health Division, Filings and Operations Division, Mail Code 106-1E, Texas Department of Insurance, P.O. Box 149104, Austin, Texas 78714-9104 or 333 Guadalupe, Austin, Texas 78701, or by accessing the department website at www.tdi.state.tx.us.

(c) A health carrier must tender the disclosure described in subsection (a) of this section:

(1) to a prospective policyholder or contractholder, not later than with the offer of a consumer choice health benefit plan; and

(2) to an existing policyholder or contractholder, along with any offer to renew the contract or policy.

(d) Where a health carrier tenders the disclosure statement referenced in subsection (a) of this section to a prospective policyholder or contractholder:

(1) through an agent, the agent may not transmit the application to the health carrier for consideration until the agent has secured the signed disclosure statement from the applicant.

(2) directly to the applicant, the health carrier may not process the application until the health carrier has secured the signed disclosure statement from the applicant.

(e) The health carrier must, upon request, provide the prospective policyholder or contractholder with a copy of the written disclosure statement.

(f) Where a health carrier is offering or issuing a consumer choice health benefit plan to an association, the health carrier must satisfy the requirements of subsection (c) of this section by tendering the disclosure to prospective or existing certificateholders.

§21.3535.Retention of Disclosure.

(a) A health carrier must, for a period of six years:

(1) retain in the health carrier’s records the signed disclosure statement required by §21.3530 of this subchapter (relating to Health Carrier Disclosure) and the written affirmation required by §21.3542 of this subchapter (relating to Offer of State-Mandated Plan); and

(2) on request from the department, provide a copy of the signed disclosure statement and/or written affirmation to the department.

(b) A health carrier may accept receipt of a signed disclosure or written affirmation by facsimile or electronic transmission, but such carrier remains responsible for compliance with subsection (a)(2) of this section.

(c) If subsequent to the issuance of a policy or evidence of coverage, a policyholder or contractholder does not return the signed disclosure statement to the health carrier, the health carrier may satisfy the requirements of subsection (a)(1) of this section by furnishing proof that the health carrier tendered the disclosure statement, with a request to sign and return it, to the policyholder or contractholder in accordance with §21.3530(c)(2) of this subchapter.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on December 29, 2003.

TRD-200308899

Gene C. Jarmon

General Counsel and Chief Clerk

Texas Department of Insurance

Earliest possible date of adoption: February 8, 2004

For further information, please call: (512) 463-6327


4. ADDITIONAL REQUIREMENTS

28 TAC §§21.3540 - 21.3544

The department proposes the new sections under the Insurance Code Articles 3.80, §7, 20A.09N(j), and §36.001. Articles 3.80, §7 and 20A.09N(j) require the commissioner to adopt rules as necessary to implement the statutes creating consumer choice health benefits plans. Section 36.001 provides that the commissioner may adopt any rules necessary and appropriate to implement the powers and duties of the Texas Department of Insurance under the Insurance Code and other laws of this state.

The following sections are affected by this proposal: Insurance Code Articles 21.3510 - 21.3518, 3.80 and 20A.09N 21.3525 - 21.3530, 21.3535, and 21.3540 - 21.3544.

§21.3540.Direct Access to Services.

Any consumer choice health benefit plan must include coverage for direct access to the health care services of an obstetrical or gynecological care provider as required by Texas Insurance Code Article 21.53D, as added by Chapter 912, Acts of the 75th Legislature, Regular Session, 1997.

§21.3541.Basic Health Care Services.

An HMO offering a consumer choice health benefit plan must provide the basic health care services required by §11.508 and §11.509 of this title (relating to Mandatory Benefit Standards: Group, Individual and Conversion Agreements, and Additional Mandatory Benefit Standards: Group Agreement Only).

§21.3542.Offer of State-Mandated Plan.

(a) A health carrier that offers one or more consumer choice health benefit plans under this section to a person or entity must also make available, no later than at the time of application, an accident or sickness insurance policy or evidence of coverage that is comparable to each consumer choice health benefit plan, that includes state-mandated health benefits, and that is otherwise authorized by the Insurance Code.

(b) With regard to health plans required by subsection (a) of this section, a health carrier shall:

(1) use the same sources and methods of distribution to market both consumer choice health benefit plans and health benefit plans required by this subsection;

(2) make the offer of such health plans in writing;

(3) communicate the offer and, upon request, the premium cost of such plans, as well as any additional details regarding them, contemporaneously with the offer and premium cost of, and other details regarding, the consumer choice health benefit plan policy or evidence of coverage; and

(4) provide at least the following information:

(A) a description of how the person or entity may apply for or enroll in each offered policy or evidence of coverage;

(B) the benefits and/or services available and the premium cost under each offered policy or evidence of coverage; and

(C) upon request, an explanation of each of the policies or evidences of coverage and the differences between the health plan offered pursuant to subsection (a) of this section and the consumer choice health benefit plans.

(c) A health carrier shall not apply more stringent or detailed requirements related to the application process for a consumer choice health benefit plan, or for a policy or evidence of coverage offered in compliance with subsection (a) of this section, than it applies for other health benefit plans offered by the health carrier.

(d) A health carrier offering a consumer choice health benefit plan must obtain from each prospective policyholder or contractholder, at or before the time of application, a written affirmation that the health carrier also offered a policy or evidence of coverage in compliance with subsection (a) of this section.

§21.3543.Required Plan Filings.

A health carrier shall:

(1) file the consumer choice health benefit plan with the Filings and Operations Division in accordance with:

(A) Insurance Code Article 20A.09 and Chapter 11 of this title (relating to Health Maintenance Organizations) including the filing fee requirements; and

(B) Insurance Code Article 3.42 and Chapter 3, Subchapter A of this title (relating to Requirements for Filing of Policy Forms, Riders, Amendments, Endorsements for Life, Accident, and Health Insurance and Annuities) including the filing fee requirements.

(2) include with the filing of a consumer choice health benefit plan:

(A) the disclosures required by §21.3530 of this subchapter (relating to Health Carrier Disclosure);

(B) a statement of the reduction in premium resulting from the differences in coverage and design between the consumer choice health benefit plan and an identical plan providing all state-mandated health benefits;

(C) certification of compliance with §21.3542 of this subchapter (relating to Offer of State-Mandated Plan); and

(D) for informational purposes, the rates to be used with a consumer choice health benefit plan.

§21.3544.Required Annual Reporting.

(a) Health carriers offering a consumer choice health benefit plan shall file annually with the department, not later than April 1 of each year, in the manner prescribed on Form CCP 2 provided by the department, a certification stating the following:

(1) the total number of consumer choice health benefit plans newly issued and renewed covering Texas lives by type of plan;

(2) the total number of Texas lives (including members/employees, spouses, and dependents) covered under newly issued and renewed consumer choice health benefit plans;

(3) the total number of consumer choice health benefit plans covering Texas lives that were cancelled or non-renewed during the previous calendar year (and were not in effect after December 31), as well as the total number of Texas lives covered under those plans, and gross premiums paid for coverage of Texas lives under those plans;

(4) the gross premiums received for newly issued and renewed consumer choice health benefit plans covering Texas lives;

(5) the number of consumer choice health benefit plans covering individuals and groups in Texas that were uninsured for at least two months prior to issue, and the number of Texas lives covered under those plans; and

(6) the number of consumer choice health benefit plans in force in Texas on December 31, and the number of Texas lives covered under those plans, based on the first three digits of the five-digit ZIP Code of:

(A) the employer’s principal place of business in Texas, for any employer-based plan; and

(B) the individual’s place of residence, for individual or group non-employer based plans.

(b) For purposes of this subsection, gross premiums shall be the total amount of monies collected by the health carrier for health benefit plans during the applicable calendar year or the applicable calendar quarter. Gross premiums shall include premiums collected for individual and group consumer choice health benefit plans. Gross premiums shall also include premiums collected under group certificates issued or delivered to individuals (in this state), regardless of where the health carrier issues or delivers the master policy.

(c) Form CCP 2 can be obtained from the Texas Department of Insurance, Filings and Operations Division, MC 106-1E, P.O. Box 149104, Austin, Texas 78714-9104. The form can also be obtained from the department’s internet web site @ www.tdi.state.tx.us.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on December 29, 2003.

TRD-200308900

Gene C. Jarmon

General Counsel and Chief Clerk

Texas Department of Insurance

Earliest possible date of adoption: February 8, 2004

For further information, please call: (512) 463-6327


Chapter 26. SMALL EMPLOYER HEALTH INSURANCE REGULATIONS

Subchapter D. HEALTH GROUP COOPERATIVES

28 TAC §§26.401 - 26.411

The Texas Department of Insurance proposes new Subchapter D, §§26.401-26.411 concerning the establishment of, and provision of health insurance coverage to, health group cooperatives pursuant to Senate Bill (SB) 10, 78th Regular Legislative Session. That legislation added special provisions to Chapter 26, Texas Insurance Code, allowing the formation of such cooperatives and establishing the standards by which group health insurance coverage is provided to health group cooperatives comprised of small employers or, at the option of the cooperative, both small and large employers. SB 10 is designed to address small employers’ need for access to healthcare by allowing them to join with other employers on a cooperative basis to obtain health coverage for the cooperative as a single entity. To further achieve this purpose, it also allows for greater flexibility in the plans that may be written through cooperatives by making those plans not subject to state mandated benefits relating to a particular illness, disease, or treatment, or to a state law that regulates the differences in rates applicable to services provided within or outside a health benefit plan network. These new sections are necessary to facilitate these purposes by establishing requirements governing the formation and operation of health group cooperatives, and the obligations of insurance companies and health maintenance organizations (HMOs)-hereinafter collectively "carriers"-that issue health insurance coverage for these entities.

Proposed §26.401 prescribes the requirements for establishing a health group cooperative, including organization as a nonprofit corporation under applicable law and filing certain information with the department. Proposed §26.402 contains cooperative membership requirements, including a minimum membership of 10 participating employers, and a contractual commitment by each employer to purchase coverage for two years, except where the employer can demonstrate financial hardship. The proposal states that the contract between the employer and the cooperative may define financial hardship, but in the absence of a contractual definition, financial hardship occurs when the employer demonstrates that its premium costs, as a percentage of the employer’s gross receipts, have increased by a factor of at least .50.

Proposed §26.403 allows a cooperative, and its sponsoring entity, to engage in certain marketing activities related to membership and to provide information concerning the general availability of health coverage through the cooperative; however, all coverage issued through the cooperative must be issued through a licensed insurance agent. In arranging for coverage, a cooperative or its board of directors, employees or agents are not liable for failure to arrange for coverage of any particular illness, disease, or health condition.

Proposed §26.404 provides that a health group cooperative is considered a single employer for the purposes of benefit elections and other administrative functions, and a cooperative that is composed of only small employers is considered a small employer for all purposes of Insurance Code Chapter 26 and associated rules. A cooperative that is composed of both small and large employers may elect to extend to all of the large employer members the protections of Chapter 26 and its rules, although this election does not entitle the large employer members to guaranteed issuance of coverage.

Proposed §26.405 states that a carrier providing coverage through a health group cooperative is not subject to a premium or retaliatory tax for two years for previously uninsured employees or dependents, and defines "previously uninsured" to include individuals that lacked creditable coverage for 63 days preceding the effective date of the coverage purchased through the cooperative. A carrier must maintain documentation demonstrating an insured’s qualification for the exemption. Proposed §26.406 requires a carrier offering coverage through a cooperative to use a standard presentation form for employer members that includes certain listed information about the cooperative and, if the health plan does not contain all state-mandated benefits, a written statement that lists the benefits not included, describes the nature and benefits of the plan, and provides notice that purchase of the plan may limit future coverage options.

Proposed §26.407 says that, subject to the provisions of §§26.404 and 26.410, a carrier must provide coverage to a cooperative in the carrier’s geographic service area that requests coverage. However, a carrier may decline to offer coverage to a cooperative if the carrier is actively engaged in assisting an entity with the formation of a cooperative, as evidenced by a signed letter of agreement. A cooperative must provide for coverage to all employees that elect to be covered under any benefit plan offered through the cooperative, including all employees of a large employer that is a member of the cooperative. A carrier may not impose any restrictions relating to this requirement.

Proposed §26.408 provides that a health benefit plan issued by an insurance carrier or an HMO through a cooperative is not subject to the state-mandated benefits as listed in the proposed section. A plan issued by an HMO must include all basic health care services as provided in §§11.508 or 11.509. Proposed amendments to §§11.508 and 11.509, which establish basic health care services pursuant to the requirements of SB 541, are published elsewhere in this issue of the Texas Register. Proposed §26.408 also states that a health plan offered by an insurer is not subject to §3.3704(a)(6) which requires that the basic level of coverage in a preferred provider plan may not be more than 30% less than the higher level of coverage. Proposed §26.409 provides for expedited approval of plans offered through health group cooperatives, allowing an insurance carrier to file and use a plan pursuant to Art. 3.42(c) and associated rules, or to submit a filing for approval under Art. 3.42(d); the department shall approve or disapprove the latter filing within 40 days of receipt. An HMO evidence of coverage must be filed pursuant to the requirements of Subchapter F, Chapter 11, of this title and shall be approved or disapproved within 20 days of receipt.

Proposed §26.410 states that a carrier may provide coverage to only one cooperative in any county, unless the carrier is providing coverage in an expanded service area. A health carrier may, by notice and certification to the department, provide health group cooperative coverage to an expanded service area that includes the entire state, and may apply for approval of an expanded service area that includes less than the entire state. The department has 60 days to approve or disapprove such filing.

Proposed §26.411 requires a health carrier that provides coverage to a cooperative to submit to the department, by April 1 of each year, certain stated information relating to coverage provided by the carrier for the previous calendar year. Such information includes number of plans issued or renewed to cooperatives during the year; number of Texas lives covered under those plans; number of small employer plans cancelled or voluntarily not renewed and the number of Texas lives covered under those plans and gross premiums received for coverage under those plans; the gross premiums received for newly issued and renewed health group cooperative health benefit plans covering Texas lives; number of cooperative plans that provided insurance to previously uninsured individuals and the number of previously uninsured persons that are covered under those plans; and the number of health benefit plans and lives covered under those plans, broken down by the first three digits of the five-digit ZIP Code of the employer’s principal place of business.

The Department will consider the adoption of the proposed new §§26.401- 26.411 in a public hearing under Docket No. 2588 scheduled for February 6, 2004, at 1:30 p.m. in Room 100 of the William P. Hobby Jr. State Office Building, 333 Guadalupe Street in Austin, Texas.

Kimberly Stokes, Senior Associate Commissioner of Life, Health, and Licensing, has determined that for each year of the first five years the proposed sections will be in effect there will be no fiscal impact to local governments as a result of the enforcement or administration of the rule. There will be a fiscal impact to state government as the result of the two-year exemption from state retaliatory and premium tax for the premiums attributable to previously uninsured individuals who are covered by a health group cooperative plan; however, the decrease in revenue is dependent upon the number of insureds or enrollees who were previously uninsured, and therefore cannot be estimated. There will be no measurable effect on local employment or the local economy as a result of the proposal.

Ms. Stokes has determined that for each year of the first five years the sections are in effect, the public benefits anticipated as a result of the proposed sections will be facilitating the creation of health group cooperatives and expediting the approval of health plans designed for such cooperatives, so as to make group insurance more advantageous for small employers, as well as for some large employers, than it might otherwise be if the employers were not purchasing the insurance collectively. This will optimally induce employers to continue to provide health insurance for their employees, and may also result in coverage for previously uninsured employees. Except as provided below, any costs to persons required to comply with these sections for each year of the first five years the proposed sections will be in effect is the result of the enactment of SB 10 and not as a result of the adoption, enforcement, or administration of these sections. SB 10 requires the commissioner by rule to prescribe the standard presentation form that must be used by carriers offering coverage through a health group cooperative, and the proposed rule sets forth eight basic elements of information that must be included on the form. Because the required information is easily accessible to, or developed by, the carrier, the standard language can be developed by using a carrier’s existing resources. Adding other information is discretionary on the part of the carrier. The department estimates the cost of a form to be between $.01-.04 per page, exclusive of postage or facsimile or electronic transmission. These costs would not vary between carriers that are large businesses and those that are small or micro-businesses. It would be neither legal nor feasible to exempt small or micro-businesses from this part of the rule, as to do so would deprive those carriers’ insureds of important consumer information concerning health insurance provided through health group cooperatives. The proposed rule also establishes one standard for determining financial hardship, which would allow an employer to terminate coverage within the initial two-year period. While a particular standard for termination could conceivably have a financial impact on either a cooperative or a carrier, the proposal also provides that those parties may agree to their own standard by contract. Whether and to what extent the rule’s proposed definition would have a cost impact would depend upon a number of variables, including size of the cooperative and premium costs and gross revenues of individual employers. Because the rule is designed primarily to address the needs of small employers (those with 2-50 employees)-a great number of which may meet the definition of small or micro-businesses under Government Code Chapter 2006-it would be neither legal or feasible to waive or modify the rule’s requirements for the very groups the statute and the rule are designed to assist. Finally, the proposed reporting requirements may result in additional administrative expenses to carriers that write business through health group cooperatives. Costs will vary based upon the particular carrier's current computer system, existing method for capturing data, and types of plans offered.  Despite these variances, all carriers will have to incur some initial costs to make certain changes to computer systems consistent with the reporting requirements. According to 2002 data from the U.S. Bureau of Labor Statistics Occupational Employment Statistics Survey, as reported by the Texas Workforce Commission, the mean hourly rate for a computer programmer in the insurance industry is $31.27.  The amount of time necessary to implement system changes will vary based on such things as the size of the plans written by the carrier and the carrier's current data collection processes.  However, as these reporting requirements are similar to those already required of employer carriers by Insurance Code Articles 26.71 and 26.91, and related rules at Texas Administrative Code §26.20, the actual cost of compliance may be lower.  The same cost considerations would apply regardless of the size of the carriers; however, because of the importance of this legislation and the need for the department to collect data representing the experience of all carriers writing health plans through health group cooperatives, it is not feasible for the department to waive or establish separate reporting requirements for carriers that are small or micro businesses.

To be considered, written comments on the proposal must be submitted no later than 5:00 p.m. on February 9, 2004 to Gene C. Jarmon, General Counsel and Chief Clerk, Mail Code 113-2A, Texas Department of Insurance, P. O. Box 149104, Austin, Texas 78714-9104. An additional copy of the comment must be simultaneously submitted to Kimberly Stokes, Senior Associate Commissioner, Life, Health and Licensing Program, Mail Code 107-2A, Texas Department of Insurance, P.O. Box 149104, Austin, Texas 78714-9104.

The new sections are proposed under the Insurance Code Chapter 26, Articles 26.14A and 26.16, and §36.001. Article 26.14A contains special provisions relating to health group cooperatives, and allows the commissioner to adopt rules. Chapter 26, among other things, contains provisions regarding health plans for small employers and authorizes the commissioner of insurance to adopt rules as necessary to implement this chapter. Article 26.16 also contains provisions concerning health group cooperatives and requires the department to develop an expedited approval process for health coverage arranged by a cooperative. Section 36.001 provides that the Commissioner of Insurance may adopt any rules necessary and appropriate to implement the powers and duties of the Texas Department of Insurance under the Insurance Code and other laws of this state.

The following sections are affected by this proposal: Insurance Code Chapter 26, Articles 26.14A and 26.16

§26.401.Establishment of Health Group Cooperatives.

(a) Subject to the requirements of this subchapter, a person may form a health group cooperative for the purchase of employer health benefit plans.

(b) A health carrier may not form, or be a member of, a health group cooperative. A health carrier may associate with a sponsoring entity of a health group cooperative, such as a business association, chamber of commerce, or other organization representing employers or serving an analogous function, to assist the sponsoring entity in forming a health group cooperative.

(c) A health group cooperative must be organized as a nonprofit corporation and has the rights and duties provided by the Texas Non-profit Corporation Act, Texas Civil Statutes, Articles 1396-1.01, et seq.

(d) On receipt of a certificate of incorporation or certificate of authority from the secretary of state, the health group cooperative shall file notification of the receipt of the certificate and a copy of the health group cooperative’s organizational documents with the department by filing the required notification and documents with the Life/Health Division, Mail Code 106-1A, Texas Department of Insurance, P.O. Box 149104, Austin, Texas 78714-9104. The organizational documents shall demonstrate the health group cooperative’s compliance with Insurance Code Article 26.15.

(e) The board of directors shall file annually with the department a statement of all amounts collected and expenses incurred for each of the preceding years. The annual filing shall be made on Form Number 1212 CERT COOP provided at Figure 49 of §26.27(b)(49) of this title (relating to Forms) and shall be filed with the Life/Health Division, Mail Code 106-1A, Texas Department of Insurance, P.O. Box 149104, Austin, Texas 78714-9104.

(f) The provisions of this subchapter shall not be construed to limit or restrict an employer’s access to health benefit plans under this chapter or Insurance Code Chapter 26.

§26.402.Membership of Health Group Cooperatives.

(a) The membership of a health group cooperative may consist only of small employers or may, at the option of the health group cooperative, consist of both small and large employers.

(b) To be eligible to arrange for coverage pursuant to Insurance Code Article 26.15(a)(1) a health group cooperative must, during the initial open enrollment period, have at least 10 participating employers. Thereafter, if the health group cooperative does not, at any time, have 10 participating employers, the health group cooperative must add additional members by the next open enrollment period to maintain at least 10 participating employers.

(c) Subject to the requirements of Insurance Code Article 26.22, a health group cooperative:

(1) shall allow any small employer to join the health group cooperative and, during the initial and annual open enrollment periods, enroll in health benefit plan coverage; and

(2) may allow a large employer to join the health group cooperative and, during the initial enrollment and annual open enrollment periods, enroll in health benefit plan coverage.

(d) A health group cooperative may not use risk characteristics of an employer or employee to restrict or qualify membership in the health group cooperative.

(e) An employer’s participation in a health group cooperative is voluntary, but an employer electing to participate in a health group cooperative must, through a contract with the health group cooperative, commit to purchasing coverage through the health group cooperative for two years, except as provided for in subsection (f) of this section.

(f) A contract between an employer and a health group cooperative must allow an employer to terminate its participation in a health group cooperative before the end of the two year minimum contractual period required by subsection (e) of this section if it can demonstrate to the health group cooperative that continuing to purchase coverage through the cooperative would be a financial hardship in accordance with subsection (g) of this section.

(g) The contract between an employer and a health group cooperative may define financial hardship for the purposes of subsection (f) of this section. If the contract does not define the term, an employer may demonstrate financial hardship if it can show that at the end of the immediately preceding fiscal quarter, or upon receipt of notice of a rate increase, the premium cost to the employer, as a percentage of the employer’s gross receipts, increased by a factor of .50.

§26.403.Marketing Activities of Health Group Cooperatives.

(a) A health group cooperative may engage in marketing activities related to membership in the cooperative and is not required to maintain an agent’s license for soliciting membership in the cooperative. The marketing activities must be restricted to membership in the cooperative and may include the general availability of health coverage through the cooperative. All health coverage issued through the cooperative must be issued through a licensed agent that is employed by or contracted with the cooperative.

(b) A sponsoring entity of a health group cooperative may inform its members regarding the health group cooperative and the general availability of coverage through the health group cooperative. All coverage issued through the cooperative must be issued through a licensed agent.

(c) A licensed agent that is used and compensated by a health group cooperative is not required to be appointed by a health carrier offering coverage through the health group cooperative. This exemption does not allow an agent to market other products and services not offered through the health group cooperative without an appointment from the health carrier.

(d) A health group cooperative or a member of the board of directors, the executive director, or an employee or agent of a health group cooperative is not liable for failure to arrange for coverage of any particular illness, disease, or health condition in arranging for coverage through the cooperative.

§26.404.Health Group Cooperative’s Status as Employer.

(a) A health group cooperative is considered a single employer for the purposes of benefit elections and other administrative functions.

(b) A health group cooperative that is composed of only small employers is considered a small employer for all purposes of Chapter 26 of the Insurance Code and Chapter 26 of this title.

(c) A health group cooperative that is composed of small and large employers is considered a small employer in relation to the small employer members for all purposes of the Insurance Code and Chapter 26 of this title. A health group cooperative may elect to extend to all of the large employer members of the health group cooperative the protections of Chapter 26 of the Insurance Code and Chapter 26 of this title. However, this election does not entitle the large employer members to guaranteed issuance of coverage as set forth in Article 26.21(a) of the Insurance Code or §26.8 of this title (relating to Guaranteed Issue; Contribution and Participation Requirements).

§26.405.Premium Tax Exemption for Previously Uninsured.

(a) In accordance with Article 26.14A of the Insurance Code, a carrier providing coverage through a health group cooperative is exempt from premium tax or retaliatory tax for two years for premiums received for a previously uninsured employee or dependent. The two year period for the exemption begins upon the first date of coverage for the previously uninsured employee or dependent.

(b) For the purposes of this section and Article 26.14A of the Insurance Code, a previously uninsured employee or dependent is an employee or the dependent of an employee of an employer member of a health group cooperative and did not have creditable coverage for the 63 days preceding the effective date of coverage purchased through the health group cooperative.

(c) A carrier shall maintain for four years documentation for each insured that demonstrates that coverage of the insured qualifies the carrier for a tax exemption pursuant to subsection (b) of this section. The documentation shall comply with any applicable rules or procedures adopted by the Comptroller of Public Accounts related to the tax exemption.

§26.406.Standard Presentation Form.

(a) A carrier offering coverage through a health group cooperative shall use a standard presentation form for employer members of the health group cooperative that includes the information listed in subsection (b) of this section. A standard presentation form may include additional information.

(b) A standard presentation form shall include, at a minimum:

(1) an explanation that the coverage is being offered through a health group cooperative;

(2) the name of the health group cooperative;

(3) an explanation of the employer’s eligibility to join the health group cooperative and purchase coverage without regard for membership in any other organization or the health status or claims experience of the employer and employees;

(4) an explanation of any fees or charges associated with membership in the health group cooperative;

(5) a statement that coverage is available to a small employer on a guaranteed issue basis from any carrier offering coverage in the small employer market with no requirement of joining a health group cooperative;

(6) if multiple plans are offered through the health group cooperative, an explanation that the employer and employees may select any of the plans without limitation due to health status or claims experience;

(7) a description of the plans offered through the health group cooperative by the carrier;

(8) if the employer or employee is considering or purchasing a health benefit plan that does not contain all state-mandated health benefits, a written disclosure statement that:

(A) explains that the health benefit plan being offered or purchased does not provide some or all state-mandated health benefits;

(B) lists those state-mandated health benefits not included under the health benefit plan;

(C) general description of the benefits offered by the health benefit plan;

(D) provides a notice that purchase of the plan may limit future coverage options in the event the policyholder’s or certificate holder’s health changes and needed benefits are not covered under the health benefit plan.

§26.407.Guaranteed Issuance of Coverage to Health Group Cooperatives.

(a) Subject to the provisions of §§26.404 and 26.410 of this title (relating to Health Group Cooperative’s Status as Employer and Service Areas for Carriers Offering Coverage Through a Health Group Cooperative), a health carrier shall provide coverage to a health group cooperative that requests coverage in the health carrier’s geographic service area.

(b) A carrier may decline to offer coverage to a health group cooperative if the carrier is actively engaged in assisting an entity with the formation of a health group cooperative. A carrier is actively engaged in assisting an entity with the formation of a health group cooperative if the carrier has associated with the entity for the purpose of forming a health group cooperative and the parties have signed a letter of agreement that evidences that the entity intends to form a health group cooperative with the assistance of the carrier and intends to purchase coverage from the carrier. The exception to guaranteed issuance of coverage under this subsection is available for no more than 60 days from the date of the letter.

(c) A carrier that is providing coverage to an employer through a health group cooperative must provide coverage to any employee that elects to be covered under a health benefit plan that is offered through the health group cooperative.

§26.408.Health Benefit Plans Offered Through Health Group Cooperatives.

(a) A health benefit plan issued by an HMO or an insurer through a health group cooperative is not subject to the following state mandates:

(1) the offer of in vitro fertilization coverage as required by Insurance Code Article 3.51-6, §3A;

(2) coverage of HIV, AIDS, or HIV-related illnesses as required by Insurance Code Article 3.51-6, §3C;

(3) coverage of chemical dependency and stays in a chemical dependency treatment facility as required by Insurance Code Article 3.51-9;

(4) coverage or offer of coverage of serious mental illness as required by Insurance Code Article 3.51-14;

(5) the offer of mental or emotional illness coverage as required by Insurance Code Article 3.70-2(F);

(6) coverage of inpatient mental health and stays in a psychiatric day treatment facility as required by Insurance Code Article 3.70-2(F);

(7) the offer of speech and hearing coverage as required by Insurance Code Article 3.70-2(G);

(8) coverage of mammography screening for the presence of occult breast cancer as required by Insurance Code Article 3.70-2(H);

(9) the offer of home health care coverage as required by Insurance Code Article 3.70-3B;

(10) coverage of stays in a crisis stabilization unit and/or residential treatment center for children and adolescents as required by Insurance Code Article 3.72;

(11) standards for proof of Alzheimer’s disease as required by Insurance Code Article 3.78;

(12) coverage for formulas necessary for the treatment of phenylketonuria as required by Insurance Code Article 3.79;

(13) continuation of coverage of certain drugs under a drug formulary as required by Insurance Code Article 21.52J;

(14) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(15) coverage of diagnosis and treatment affecting temporomandibular joint and treatment for a person unable to undergo dental treatment in an office setting or under local anesthesia as required by Insurance Code Article 21.53A;

(16) coverage of bone mass measurement for osteoporosis as required by Insurance Code Article 21.53C;

(17) coverage of diabetes care as required by Insurance Code Article 21.53D;

(18) coverage of childhood immunizations as required by Insurance Code Articles 21.53F and 20A.09F;

(19) coverage for screening tests for hearing loss in children and related diagnostic follow-up care as required by Insurance Code Article 21.53F;

(20) offer of coverage for therapies for children with developmental delays as required by Insurance Code Article 21.53F;

(21) coverage of certain tests for detection of prostate cancer as required by Insurance Code Article 21.53F;

(22) coverage of off-label drugs as required by Insurance Code Article 21.53M;

(23) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(24) coverage of certain tests for detection of colorectal cancer as required by Insurance Code Article 21.53S;

(25) coverage for reconstructive surgery for craniofacial abnormalities in a child as required by Insurance Code Article 21.53W;

(26) limitations on the treatment of complications in pregnancy established by §21.405 of this title (relating to Policy Terms and Conditions);

(27) coverage for services related to immunizations and vaccinations under managed care plans as required by Insurance Code Article 21.53K;

(28) coverage of rehabilitation therapies as required by Insurance Code Article 20A.09(a)(4);

(29) limitations on differences between levels of coverage in preferred provider benefit plans as described in §3.3704(a)(6) of this title (relating to Freedom of Choice: Availability of Preferred Providers); and

(30) limitations or restrictions on copayments and deductibles imposed by §11.506(2)(A) and (B) of this title (relating to Mandatory Contractual Provisions: Group, Individual and Conversion Agreement and Group Certificate).

(b) A health benefit plan issued by an HMO through a health group cooperative must provide for the basic health care services as provided in §11.508 or §11.509 of this title (relating to Mandatory Benefit Standards: Group, Individual and Conversion Agreements and Additional Mandatory Benefit Standards, Group Agreement Only):

(c) A health benefit plan offered by an insurer through a health group cooperative is not subject to §3.3704(a)(6) of this title.

§26.409.Expedited Approval for Plans Offered Through a Health Group Cooperative.

(a) A carrier must file for approval a health benefit plan that will be offered solely to a health group cooperative and shall indicate in the filing that the health benefit plan is to be offered to a health group cooperative and is subject to review under this section.

(b) A health benefit plan subject to review under this section and filed with the department by an insurer may be filed as a file and use form consistent with Insurance Code Article 3.42(c) and §3.5(a)(2) of this title (relating to Filing Authorities and Categories).

(c) An insurer that does not elect to file for a approval under subsection (b) of this section shall file the form for approval consistent with Insurance Code Article 3.42(d) and §3.5(a)(1) of this title. The department shall approve or disapprove the filing within 40 calendar days of receipt of the complete filing.

(d) An HMO must file for approval an HMO evidence of coverage that is to be offered solely to a health group cooperative and shall indicate that review of the evidence of coverage is subject to the expedited process available under this section. The evidence of coverage shall be filed consistent with the requirements of Subchapter F of Chapter 11 of this title (relating to Evidence of Coverage) and shall be approved or disapproved by the department within 20 calendar days of receipt of a complete filing.

§26.410.Service Areas for Carriers Offering Coverage Through a Health Group Cooperative.

(a) A health carrier may provide coverage to only one health group cooperative in any county, except that a health carrier may provide coverage to additional health group cooperatives if it is providing coverage in an expanded service area.

(b) A health carrier may provide health group cooperative coverage to an expanded service area that includes the entire state upon providing notice to the department. A health carrier properly provides notice to the department by sending a certification that the health carrier intends to provide health group cooperative coverage to an expanded service area that includes the entire state. The certification should be signed by an officer of the health carrier and sent to Filings Intake Division, Mail Code 106-1E, Texas Department of Insurance, P. O. Box 149104, Austin, Texas 78714-9104 or 333 Guadalupe, Austin, Texas, 78701.

(c) A health carrier may apply for an expanded service area that includes less than the entire state by submitting an application for approval to Filings Intake Division, Mail Code 106-1E, Texas Department of Insurance, P. O. Box 149104, Austin, Texas 78714-9104 or 333 Guadalupe, Austin, Texas, 78701. The health carrier may begin using the expanded service area upon approval or 60 days after the day the application is received by the department unless the application is disapproved by the department within that time. The application must include:

(1) the geographic service areas, defined in terms of counties or zip codes, to the extent possible;

(2) if the service area cannot be defined by counties or zip code, a map which clearly shows the geographic service areas must be submitted in conjunction with the application;

(3) service areas by zip code shall be defined in a non-discriminatory manner and in compliance with the Insurance Code, Articles 21.21-6 and 21.21-8.

(d) HMO service areas are not affected by a filing under this section and shall be established in accordance with Chapter 843 of the Insurance Code.

§26.411.Health Carrier Reporting Requirements.

(a) Health carriers offering a health benefit plan through a health group cooperative shall file information with the department, not later than April 1 of each year, in the manner prescribed and on the form provided by the department for that purpose. The form can be obtained from the Texas Department of Insurance, Filings Intake Division, MC 106-1E, P.O. Box 149104, Austin, Texas 78714-9104. The form can also be obtained from the department's internet web site at www.tdi.state.tx.us. The information shall include data for the previous calendar year and shall include the following:

(1) the total number of health benefit plans newly issued and renewed to health group cooperatives and covering Texas lives, by type of plan;

(2) the total number of Texas lives (including members/employees, spouses, and dependents) covered under newly issued and renewed health benefit plans issued through a health group cooperative;

(3) the total number of health group cooperative health benefit plans covering Texas lives that were cancelled or non-renewed during the previous calendar year, including the reasons for cancellation or non-renewal (and that were not in effect after December 31), as well as the total number of Texas lives covered under those plans, and gross premiums paid for coverage of Texas lives under those plans;

(4) the gross premiums received for newly issued and renewed health group cooperative health benefit plans covering Texas lives;

(5) the number of health group cooperative health benefit plans covering individuals in Texas that were previously uninsured in accordance with §26.406(b) of this title (relating to Standard Presentation Form), and the number of Texas lives covered under those plans; and

(6) the number of health group cooperative health benefit plans in force in Texas on December 31, and the number of Texas lives covered under those plans, based on the first three digits of the five-digit ZIP Code of the employer’s principal place of business in Texas.

(b) For purposes of this subsection, gross premiums shall be the total amount of monies collected by the health carrier for health benefit plans during the applicable calendar year.

(c) The information required to be filed by this section shall be filed with Filings Intake Division, MC 106-1E, P.O. Box 149104, Austin, TX, 78714-9104

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on December 29, 2003.

TRD-200308904

Gene C. Jarmon

General Counsel and Chief Clerk

Texas Department of Insurance

Earliest possible date of adoption: February 8, 2004

For further information, please call: (512) 463-6327


Part 2. TEXAS WORKERS' COMPENSATION COMMISSION

Chapter 114. SELF-INSURANCE

28 TAC §§114.1 - 114.7, 114.9 - 114.12, 114.14, 114.15

The Texas Workers' Compensation Commission (commission) proposes amendments to §§114.1 - 114.7, 114.9 - 114.12, and 114.14 - 114.15, concerning the self-insurance program for large private companies in Texas. The proposed amendments make certain technical and procedural changes that are needed to ensure the continued efficiency and effectiveness of the program.

The Texas Register published text shows words proposed to be added to or deleted from the current text and should be read to determine all proposed changes.

In several of the proposed rules, the statutory cite is changed from the Texas Civil Statutes to the Texas Labor Code.

Throughout the proposed rules, the word, "certified," is added to the term, "self-insurer," to refer only to those entities that are certified to be self-insured pursuant to Chapter 407 of the Texas Labor Code and to bring the provision into conformity with the term, "certified self-insurer," as it is used in that chapter. This change is also intended to distinguish between employers who have properly applied to and been authorized by the commission, pursuant to Chapter 407 of the Texas Labor Code, to be self-insured for any workers' compensation obligations they may incur and those who are not authorized by the commission to self-insure but who claim "self-insured" status because they have not elected to obtain workers' compensation insurance coverage.

Certain minor grammatical, punctuation and formatting changes have also been made in these amendments. In addition, the proposed amendments are summarized as follows:

§114.1 - Purpose

Updates statutory references from the Texas Civil Statutes to the Texas Labor Code.

§114.2 - Definitions

Adds a new paragraph (b)(1), which defines the term, "applicant," as an entity that applies for either an initial or any subsequent certificate of authority to self-insure.

Re-designates paragraph (b)(1) as paragraph (b)(2), to reflect the new definition of the term, "applicant."

Re-designates paragraph (b)(3) as paragraph (b)(5) and adds the word, "regulation," to that subsection to more accurately identify the name of the division of self-insurance regulation.

Re-designates paragraph (b)(5) as paragraph (b)(7) and clarifies the definition of the term, "retention," in that subsection by indicating that these payments are to be made in order for an excess insurance policy to respond to a loss.

Deletes paragraph (b)(6), which defines the term, "self-insurer." This reflects the addition of the word, "certified," to the term, "self-insurer," and the resulting re-designation of the term as a new paragraph (b)(3), which clarifies that the term, "certified self-insurer," includes private employers who have been certified in the past, as well as those currently certified.

Re-designates all other paragraphs within subsection (b) to reflect the appropriate numbering as a result of the changes made to this subsection.

§114.3 - Initial Application Form and Financial Information Requirements

Amends the rule title by deleting the word "initial," to eliminate any perceived distinction between the requirements for initial and subsequent applications.

Clarifies, in subsection (a), certain requirements for filing application forms. Also clarifies the meaning of independently audited financial statements, requiring them to be conducted according to Generally Accepted Auditing Standards of the American Institute of Certified Public Accountants. Compliance with these audit standards prohibits a certified public accountant who is an employee from issuing audited financial statements for their employer.

Adds a new subsection (c), which provides that an incomplete application may be treated as voluntarily withdrawn if the applicant fails to respond to any request for information by the director for more than 90 days from the date the request is deemed received by the applicant, as provided by commission rule. Currently, §102.5(d) of this title (regarding General Rules for Written Communications to and from the Commission) provides for when a communication sent by the commission is deemed received. This provision addresses companies that file an application but do not complete the application process.

Re-designates subsection (c) as subsection (d) and amends that provision to indicate that the affidavit required on any self-insurance application or other document requiring a sworn affidavit also applies to all of the attachments, additions, and any subsequent amendments to those documents.

Re-designates subsection (d) as subsection (e) and changes the term, "report," to "financial statements," to be consistent with the term as it is used in paragraph (a)(2).

Re-designates a portion of subsection (e) as subsection (f) and updates the statutory authority cite from the Texas Civil Statutes to the Texas Labor Code. This subsection is also amended to clarify that an applicant must ensure that a credit or debt rating and an analysis of that rating have been prepared by a recognized credit or debt reporting agency.

Re-designates the remainder of subsection (e) as subsection (g); deletes the ratios identified in paragraphs (g)(2), (5), and (6); and re-designates the remaining paragraphs. The deleted ratios are not meaningful in relation to an evaluation of an applicant's financial strength and are not mentioned in accounting texts or used by recognized credit/debt rating firms or other states in the regulation of self-insurers.

§114.4 - Security Requirements

Amends the title and subsections (a), (c), (d), and (g) by adding the term, "deposit," bringing the term into conformity with the term as it is used in the Texas Labor Code §§407.064 - .065, concerning Security Requirements.

Amends paragraph (a)(1) by inserting the words, "must be," clarifying that the requirements of that provision are mandatory, not permissive.

Changes the reference, in paragraph (a)(3), to the "Financial Institutions Rating" publication by Standard & Poor's Corporation to the "Global Ratings Handbook," the current Standard & Poor's publication.

Deletes language from subsection (e) that allows a potential guarantor of security to submit a letter indicating that security will be provided within 10 working days after the commission's issuance of a certificate of authority to self-insure and replaces it with language indicating that the commission will not issue a certificate before the guarantor of the security has submitted to the commission a security deposit that meets the requirements of this section. Requiring an applicant to provide a letter in advance does not add any value to the application process, since companies that meet the program's size and financial qualification will not normally have any problem in obtaining a security deposit. Additionally, prudent regulatory policy dictates that the security deposit should be received before a certificate of authority is issued.

§114.5 - Excess Insurance Requirements

Amends subsection (a) by removing the words, "accident or," to clarify that the application of excess insurance to the aggregate cost is associated with a single event, thereby aligning the rule with the language of the Texas Labor Code §407.067(b).

Adds a new subsection (c), which provides that the commission will not issue a certificate before the excess insurance carrier has submitted to the commission evidence of a qualifying excess insurance policy that meets the requirements of this section. This new provision will ensure that excess insurance coverage will be in effect when the certificate of authority is issued.

Re-designates subsection (c) as subsection (d).

§114.6 - Safety Program Requirements

Section 114.6, as currently written, incorporates some requirements of §164.4 of this title (regarding Formulation of Accident Prevention Plan for Public Employers), to which these rules are unrelated. The proposed amendments remove references to the requirements of the hazardous employer program and replace them with provisions that better allow the commission to determine whether an applicant has demonstrated the existence of an effective safety program, as required by Texas Labor Code §407.061(d). The proposed changes to the individual sections of §114.6 are described in the following paragraphs.

Amends subsection (a) by changing the reference from "accident prevention plans," which are not required by the statute for certified self-insurers to qualify for certification, to "safety programs," thereby aligning the rule with the language of Texas Labor Code §407.061(d).

Deletes paragraph (a)(1), which incorporates by reference certain requirements of §164.4 of this title (regarding Formulation of Accident Prevention Plan for Public Employers), which is unrelated to the certified self-insurance program. Certified self-insurers are, by definition, private employers to which §164.4 does not apply.

Deletes paragraph (a)(2), which requires a plan for the promotion of industrial health. Support for rehabilitation of the occupationally injured, encouragement of personal health maintenance, and the facilitation of the placement of individuals according to their physical capacities are unrelated to safety program management. These are medical management issues with no direct link to the development and/or management of a safety program.

Deletes paragraph (a)(3), which requires a plan for the periodic evaluation and monitoring of worker exposures to substances or work practices that may lead to occupational illness or disease. The proposed amendment does not eliminate this requirement, however; it is included in new paragraph (5), as part of a required inspection component, which is described more fully below.

Deletes paragraph (a)(4), which requires a drug policy that meets the requirements of §169.1 (regarding Notification of Drug Abuse Policy) and §169.2 of this title (regarding Required Elements of Drug Abuse Policy). Those rules already require a drug policy of employers, including those that are certified self-insurers, with 15 or more employees; therefore, this provision is proposed for deletion to eliminate unnecessary redundancy in the commission's rules.

Deletes paragraph (a)(5), which requires a system for receiving and addressing safety-related complaints from employees. The proposed amendment would not eliminate this requirement from the rule; instead, it is included in proposed new paragraph (1)(C), as part of a required management component, described more fully below.

Deletes subsection (b), which requires a certified self-insurer to employ at least one qualified employee or independent contractor to oversee implementation of the safety program and requires that this individual have the authority to communicate directly with the employer's top management regarding health and safety issues. The proposed amendment would not eliminate this oversight requirement from the rule; instead, it is included in proposed new paragraph (1)(B), as part of a required management component, described more fully below.

While the oversight requirement is retained, the proposed amendment would eliminate the requirement that a certified self-insurer retain the services of a TWCC Approved Professional Safety Source. This is a requirement of §164.3 of this title (regarding Safety Consultations for Public Employers); because certified self-insurers are, by definition, private employers, they are not subject to this requirement. In most cases, the background and experience of the safety personnel employed by certified self-insurers equal or exceed the background and experience requirements of an Approved Professional Safety Source. However, if a review of one or more of the six required components (described below) indicates any need for further review or improvement, the certified self-insurer may be required to take necessary action, including the use of properly trained personnel, to demonstrate the effectiveness of its safety program.

Adds a new paragraph (1), which requires a management component to be included in a certified self-insurer's safety program. This component must include, at a minimum, a clearly written safety policy disseminated to all employees; assignment of safety responsibilities and authority; a method for receiving, evaluating, and responding to employee input regarding workplace health and safety; and a component to ensure review and revision of the safety program when changes in processes, procedures, operations, or equipment, are implemented or anticipated, to ensure continued effectiveness of the safety program.

Adds a new paragraph (2), which requires a certified self-insurer's safety program to include an analysis component that facilitates the recognition of injury and illness trends and facilitates the focus of corrective action on identified trends.

Adds a new paragraph (3), which requires a records component that documents (A) analysis results and any consequent improvement effort or corrective action; (B) employee safety training, including the training topic and date trained; (C) internal and/or external safety audits or inspections including facilities, equipment, and safety-related practices and procedures; (D) accident investigations; (E) safety committee meeting minutes, if such a committee is present in the workplace; and (F) any other safety-related records deemed appropriate by the applicant.

Adds a new paragraph (4), which requires an employee safety-training component that provides employees with initial and recurring training on all topics required to perform assigned duties safely.

Adds a new paragraph (5), which requires periodic inspections of facilities, equipment, and safety-related practices and procedures and periodic monitoring of industrial hygiene exposures.

Adds a new paragraph (6), which requires an accident investigation component that focuses on the identification and mitigation of causal factors.

§114.7 - Certification Process

Amends subsection (a) by updating the method by which the director requests review and approval of application packages by the Texas Certified Self-Insurer Guaranty Association (Association), because a process has developed that involves providing the Association with a summary of the relevant application information for efficiency purposes. Any application information is available to the Association upon request.

Amends subsection (c) to provide that failure of the Association to respond within 120 days after the Association's receipt of the information provided for in subsection (a) will be deemed as the Association's approval of certification of the applicant. This change reflects the current practice of the Association and recognizes that the Association may not meet within 40 days of the time it receives the director's recommendation of approval.

Removes the requirement, in subsection (d), that the director provide the commission with a complete copy of all supporting documentation on each applicant. Such supporting documentation is extensive, making reproduction and provision to six commissioners time-consuming, costly, and generally impractical. Historically, the director has presented to the commission an analysis report regarding each applicant in a public meeting. Any application information is available to the commissioners upon request.

Because the commission is only required to meet quarterly, subsection (d) is amended to provide that an application will be presented to the commission for approval or denial at a public meeting for self-insurance business (generally quarterly) that follows the completion of an application and the approval process described in subsection (c).

Deletes subsection (e) because the Association does not meet on a monthly or bi-monthly basis.

§114.9 - Required Initial Safety Program Inspection

Amends the title by deleting the word, "initial," to clarify that the rule addresses all safety inspections, not just initial inspections.

The first sentence of the current rule is proposed as a new subsection (a) and is amended to provide that an employer seeking to obtain a certificate of authority shall have its safety program reviewed and/or inspected by the commission before the issuance of its initial certificate and thereafter, as appropriate, to demonstrate the existence of an effective safety program for each location. This change is consistent with the requirements of Texas Labor Code §407.061(d).

The second sentence of the current rule is proposed as a new subsection (b) and is amended to clarify that the process referred to is the review or inspection process. The provision is also amended to provide that unreasonable refusal to provide access to the required information or facilities may be considered as either a submission of an incomplete application or grounds for revocation of a certificate, as well as a Class A administrative violation, with each day of noncompliance constituting a separate violation.

Adds a new subsection (c), which provides that unless there are significant deficiencies noted in a safety program review or inspection, the commission is not required to issue a review or inspection report, because such a report is included in the division's analysis report provided to the Association and the commission as a part of the approval process.

§114.10 - Claims Contractor Requirements

Adds a new subsection (c), which requires an applicant to ensure that a current signed claims administration contract remain on file with the division at all times, to ensure compliance with the statutory requirements of Texas Labor Code §407.061(e).

Re-designates subsection (c) as subsection (d).

§114.11 - Audit and Inspection Program

The rule title and subsection (a) are amended by deleting references to inspection. However, inspection requirements are not being eliminated from the commission's rules; instead, the commission is proposing to more clearly separate its rules concerning audits from those concerning inspections and move certain provisions related to inspections to §114.9 of this title (relating to Required Initial Safety Program Inspection), and to further amend that section.

Amends paragraph (b)(1) by deleting the language, "initial or renewal" and by adding the language, "or in an annual report required by §114.15(b) of this title (relating to Revocation of Certificate of Authority to Self-Insure)," which refers to an annual report filed by a certified self-insurer that no longer holds a certificate of authority to be self-insured but is still responsible for payment of claims that arose during the period of time when it was authorized by the commission to be self-insured.

Amends paragraph (b)(6) by deleting safety programs from the list of items that may be covered by an audit. Safety program inspections are more fully addressed in proposed amendments to §114.9 of this title (relating to Required Initial Safety Program Inspections).

Re-designates paragraphs (b)(7) and (8) as paragraphs (b)(6) and (7), respectively, to reflect the deletion of paragraph (b)(6).

§114.12 - Required Annual Reports

Changes title from "Required Annual Reports" to "Required Reporting" to reflect that the rule addresses required actions rather than a single specific document.

Amends subsection (a) by deleting certain references to dates and format requirements; by adding a reference to annual reports required by §114.15(b) of this title (relating to Revocation of Certificate of Authority to Self-Insure); and by adding language providing that the reporting requirements are to follow a schedule established by the director. This provision is also amended by adding language that gives the director discretion to determine the extent of information necessary, depending on the safety record of an applicant or, in the case of an annual report filed pursuant to §114.15(b), depending on the current obligations of the company.

Deletes subparagraph (a)(2)(A), which requires a certified self-insurer to file with the division a summary of the safety and health training provided to management, supervisors, and employees. This deletion is proposed because training capabilities, practices, and documentation will be thoroughly reviewed during required periodic on-site safety program inspections conducted by the division pursuant to §114.9 of this title (relating to Required Safety Program Inspections).

Re-designates the subparagraphs in paragraph (a)(2), necessitated by the deletion of subparagraph (a)(2)(A).

Amends paragraph (a)(3) by deleting the requirement that a certified self-insurer file financial reports and replacing this language with a requirement that the certified self-insurer file independently audited financial statements according to Generally Accepted Auditing Standards of the American Institute of Certified Public Accountants.

Adds a new paragraph (a)(4), which requires a certified self-insurer to report any substantive changes in its safety program policy or procedure.

Amends subsection (b) to refer to "information required by this section," rather than an "interim report," because some of the information requested by the division is not required in the form of a report. Also amends subsection (b) by adding language to clarify that information that is more than six months old may be considered incomplete, which may, in turn, cause the director to require updated information.

Amends subsection (c) by deleting the word, "renewal," to eliminate any perceived distinction between an initial application and any subsequent applications. Also amends subsection (c) by adding a reference to documents other than applications, including annual reports required by §114.15(b) of this title (relating to Revocation of Certificate of Authority to Self-Insure); and by adding language clarifying that those documents consist not only of the documents themselves but also any required attachments or updated information.

§114.14 - Impaired Employer

Amends paragraph (1) by providing more general language regarding the placement of an impaired employer's security deposit in an account, rather than specifying that it will be placed in the Association's trust fund account. This broader language gives the commission discretion to determine whether or not the payment of benefits and claims administration should be made through the Association, as provided in Texas Labor Code §407.127.

Amends paragraph (2) to provide that the director will notify the Association or another entity designated by the commission to assume liabilities of the impaired employer and to begin paying benefits out of the impaired employer's account. This provision is also amended to provide that the director will, if necessary due to a deficiency in an individual employer's account, notify the Association to begin paying benefits out of its trust fund.

§114.15 - Revocation of Certificate of Authority to Self-Insure

Amends the title by adding the language, "or Suspension," to reflect the inclusion of a new subsection that addresses grounds for the commission to suspend a certificate of authority to self-insure.

Amends subsection (a) by adding language to clarify that the commission may revoke the certificate of a certified self-insurer who fails to comply with certain statutory and regulatory requirements or conditions, including those enumerated therein. The clarification brings the rule into conformity with Texas Labor Code §407.046, which does not limit the grounds for revocation to those currently listed in the rule.

Amends paragraph (a)(4) by changing the term, "security," to "security deposit," to be consistent with changes proposed to §114.4 of this title (relating to Security Requirements).

Amends paragraph (a)(6) by changing the term, "report," to "information," to be consistent with changes proposed to §114.12. This provision is also amended by changing the reference to the title of §114.12 from "Required Annual Reports" to "Required Reporting," to be consistent with the proposed change to the title of that rule.

Amends paragraph (a)(7) by changing the reference to the title of §114.11 from "Audit and Inspection Program" to "Audit Program," to be consistent with the proposed change to the title of that rule.

Adds a new subsection (b), which provides that the commission may suspend or revoke the certificate of a certified self-insurer due to the certified self-insurer's failure to pay an assessment as required by Texas Labor Code §407.124(b) and §407.125. This new provision implements Texas Labor Code §407.133.

Re-designates subsection (b) as subsection (c) and amends that provision to indicate that a certified self-insurer whose certificate has been revoked, suspended, withdrawn, or denied must file an annual report in a form and manner prescribed by the director. The reference to "denial" in this provision is not a reference to the denial of an initial application to self-insure; it only refers to the denial of a subsequent application submitted by a company that was previously authorized by the commission to self-insure. The provision applies explicitly to a certified self-insurer, which, the commission proposes to define, in proposed §114.2(3), as "an employer that has been granted authority to self-insure, either currently or for a prior period."

Re-designates subsection (c) as subsection (d) and amends that provision to state that the director shall continue to audit the claims of any certified self-insurer whose certificate has been revoked, suspended, withdrawn, or denied. As discussed above, with respect to subsection (b), this provision only refers to the denial of a subsequent application submitted by a company previously authorized by the commission to self-insure, not the denial of an initial application to self-insure.

Re-designates subsection (d) as subsection (e) and amends that provision to clarify that, prior to revoking a certificate, the commission shall refer the matter to the State Office of Administrative Hearings, which shall hold a hearing to determine if the certificate should be revoked. This change more closely aligns the rule with the requirements of Texas Labor Code §407.046, concerning Revocation of Certificate of Authority.

Ed Buchanan, Director of Self-Insurance Regulation, has determined that, for the first five-year period these rules as proposed are in effect, there will be no fiscal implications for state government as a result of enforcing or administering the rules. There will be no fiscal implications for local governments with respect to enforcing or administering the proposed rule amendments because local government has no regulatory role in these rules. None of the proposed amendments places a duty or requirement on the commission that is not already placed by statute or through existing practice by the commission.

Mr. Buchanan has also determined that, for each year of the first five years these rules as proposed are in effect, the public benefit anticipated as a result of enforcing the rules will be regulation that is better targeted toward the performance of each certified self-insurer in the self-insurance program and clarification of matters that could potentially cause confusion to system participants.

There are no anticipated economic costs to employers as a result of these proposed changes. Most of the changes in these rules are supportive of and consistent with reduced administrative burden on employers seeking certification or renewal of self-insurance status.

There will be no costs of compliance for employees as a result of these proposed changes, since the rules under revision apply only to private employers. Nor will there be any costs of compliance for state or local governments, because they are not private employers and, therefore, are not subject to regulation under these rules.

There will be no costs of compliance for small businesses or micro-businesses. Statutorily, these businesses are not eligible for self-insurance in Texas, and the rules under revision do not regulate these businesses.

Comments on the proposal or requests for public hearing must be received by 5:00 p.m. on February 9, 2004. You may comment via the Internet by accessing the commission's website at www.twcc.state.tx.us and then clicking on "Proposed Rules." This method for the submission of comments will help you organize your comments by rule chapter. You may also comment by emailing your comments to rulecomments@twcc.state.tx.us or by mailing or delivering your comments to Linda Velasquez at the Office of the General Counsel, Mail Stop 4-D, Texas Workers' Compensation Commission, 7551 Metro Center Drive, Suite 100, Austin, TX 78744.

Commenters are requested to clearly identify by number the specific rule and paragraph commented upon. The commission may not be able to respond to comments that cannot be linked to a particular proposed rule. Along with your comment, it is suggested that you include the reasoning for the comment in order for the commission staff to fully evaluate your recommendations.

Based upon various considerations, including comments received and the staff's or commissioners' review of these comments, or based upon the commissioners' action at the public meeting, the rule as adopted may be revised from the rule as proposed in whole or in part. Persons in support of the rule as proposed, in whole or in part, may wish to comment to that effect.

The amendments are proposed pursuant to Texas Labor Code §§401.011 and 407.001, which contain definitions used in the Texas Workers' Compensation Act; Texas Labor Code §401.024, which provides the commission the authority to require use of facsimile or other electronic means to transmit information in the system; Texas Labor Code §402.042, which authorizes the Executive Director to enter orders as authorized by the statute as well as to prescribe the form and manner and procedure for transmission of information to the commission; Texas Labor Code §402.061, which gives the commission the authority to adopt rules as necessary to implement and enforce the Act; Texas Labor Code §407.041, which requires an employer to apply to the commission for a certificate of authority to self-insure; Texas Labor Code §407.044, which provides the duration of the certification and subsequent renewals; Texas Labor Code §407.045, which provides for withdrawal from the self-insurance program; Texas Labor Code §407.046, which provides the reasons for and method by which a certificate of authority to self-insure may be revoked; Texas Labor Code §407.061, which provides the general eligibility requirements for a certificate of authority to self-insure; Texas Labor Code §407.062, which provides financial strength and liquidity requirements; Texas Labor Code §407.063, which provides minimum premium requirements for an applicant to qualify; Texas Labor Code §407.064, which provides general security requirements; Texas Labor Code §407.065, which provides specific security requirements; Texas Labor Code §407.067, which mandates requirements for excess insurance and reinsurance; Texas Labor Code §407.081, which requires each certified self-insurer to file an annual report with the commission; Texas Labor Code §407.082, which provides for record-keeping and the examination of records; and Texas Labor Code §407.124, which provides for releasing the security deposit to the Association and estimation of funds.

The amendments are proposed under: Texas Labor Code, §§401.011, 407.001, 401.024, 402.042, 402.061, 407.041, 407.044, 407.045, 407.046, 407.061, 407.062, 407.063, 407.064, 407.065, 407.067, 407.081, 407.082, 407.124.

The previously cited sections of the Texas Labor Code are affected by this proposed rule action. No other code or statute is affected by this rule action.

§114.1.Purpose.

(a) The provisions of this chapter are promulgated pursuant to Texas Labor Code, Chapter 407 [ Texas Civil Statutes, Article 8308-3.51 to 3.70 ], to explain and enforce provisions related to the self-insuring of liability and to guarantee full and timely payment of compensation benefits by certified self-insurers.

(b) The provisions of this chapter apply to private employers in the State of Texas. They do not apply to the state or to political subdivisions, as made clear by Texas Labor Code §401.011(6) [ defined in Texas Civil Statutes, Article 8309h, §1 ].

(c) These rules provide guidance and requirements in addition to those requirements imposed by the Act and other commission rules.

§114.2.Definitions.

(a) The following words and terms are defined in the Texas Labor Code[ , ] §407.001, and are so used in this chapter:

(1) Association;

(2) Director;

(3) Impaired employer;

(4) Incurred liabilities for compensation; and

(5) Qualified claims servicing contractor.

(b) The following words and terms, when used in this chapter, shall have the following meanings, unless the context clearly indicates otherwise.

(1) Applicant--an employer that applies for an initial certificate of authority to self-insure or, once initially certified, any subsequent certificate of authority to self-insure.

(2) [ (1) ] Certificate--A Certificate of authority to self-insure issued by the commission [ Commissioners ] under Texas Labor Code[ , ] §407.042, which entitles an employer to be a certified self-insurer and is valid only for the persons, firms, or corporations named on the certificate. For a certificate of authority to self-insure delivered, issued for delivery, or renewed on or after January 1, 1996, a sole proprietor, partner, or corporate executive officer of a business may be specifically excluded from coverage pursuant to [ the ] Texas Labor Code[ , ] §406.097[ , as added by House Bill 1089, 74th Legislature, 1995, §1.20, (Texas Workers' Compensation Act, 74th Legislature, Chapter 980, §120, 1995 Vernon's Texas Session Law Service, 4912, 4917) ].

(3) Certified self-insurer--A private employer that has been granted a certificate of authority to self-insure for payment of compensation, either currently or for a prior period.

(4) [ (2) ] Claims Contractor-- A qualified [ Qualified ] claims servicing contractor.

(5) [ (3) ] Division--The division of self-insurance regulation of the Texas Workers' Compensation Commission.

(6) [ (4) ] Excess Insurance--Insurance that an employer purchases to pay claim costs that exceed the employer's retention amount up to a specified limit.

(7) [ (5) ] Retention--All payments that must be paid by a certified self-insurer before an excess insurance policy will respond to a loss [ made ] for claims filed under the Workers' Compensation Act including: indemnity benefits, medical payments, death benefits and all other related claims expenses not otherwise covered by insurance.

[ (6) Self-insurer--An employer who has been granted and holds a valid certificate.]

(8) [ (7) ] Trust Fund--The Texas certified self-insurer guaranty trust fund created by the fee assessed by the Association for emergency payment of the compensation liabilities of an impaired employer.

§114.3.[ Initial ] Application Form and Financial Information Requirements.

(a) Employers shall submit [ make ] an application by filing a completed and signed application in the form and manner prescribed by the director [ Form TWCC-160 ] and must include [ required attachments ]:

(1) if required to file a Form 10-K by the U.S. Securities [ Security ] and Exchange Commission (SEC), the applicant's Form 10-K for the preceding three fiscal years; and

(2) the applicant's independently audited financial statements according to Generally Accepted Auditing Standards of the American Institute of Certified Public Accountants with the accompanying footnotes and the auditor's opinion for the preceding three fiscal years. [ The independent auditor must be a certified public accountant (CPA) who is not an employee of the applicant. ]

(b) Incomplete applications may be returned to the applicant.

(c) An incomplete application may be treated as voluntarily withdrawn if the applicant fails to respond to any request for information by the director for more than 90 days from the date the request is deemed received by the applicant, as provided by commission rule.

(d) [ (c) ] The sworn affidavit required on any self-insurance application or other document requiring a sworn affidavit [ the TWCC-160 ] also applies to all attachments , additions, and any subsequent amendments to those documents .

(e) [ (d) ] If the financial statements [ report ] under subsection (a)(2) of this section are [ is ] dated more than six months prior to the date of the application, [ an ] interim financial statements [ report ] may be required.

(f) [ (e) ] Applicants will be evaluated for stability and financial strength. Applicants shall provide information relevant [ In addition ] to the factors specified in Texas Labor Code §407.061 and §407.062 and shall ensure that [ Civil Statutes, Article 8308-3.56, the applicant must submit ] a credit or debt rating and an analysis of that rating have been prepared by one of the following : [ , and ]

(1) Dun & Bradstreet or other recognized credit reporting agency's ratings; or

(2) debt ratings from Standard & Poor's or Moody's.

(g) In addition to reviewing the information required in subsection (f) of this section, the director shall consider the applicant's :

(1) liquidity ratio;

[ (2) ratio of tangible net worth to annual self-insurance retention;]

(2) [ (3) ] ratio of current assets to current liabilities;

(3) [ (4) ] ratio of tangible net worth to long-term debt;

[ (5) ratio of tangible net worth to annual standard compensation premium;]

[ (6) ratio of tangible net worth to sales;]

(4) [ ( 7) ] ratio of tangible net worth to total liabilities;

(5) [ (8) ] cash flow;

(6) [ (9) ] working capital;

(7) [ (10) ] profitability; and

(8)

one of the following:

(A) [ (11) ] Dun & [ and ] Bradstreet or other recognized credit reporting agency's ratings; or

(B) [ (12) ] debt ratings from Standard & [ and ] Poor's or Moody's.

§114.4.Security Deposit Requirements.

(a) A security deposit shall [ Security may ] be one or a combination of any of the following:

(1) surety bond. The surety bond must be [ is ] issued by a company authorized to conduct such business in Texas and possess either [ possessing ] a current A.M. Best rating of B+ or better or [ possessing ] a Standard & Poor's rating of claims paying ability of A or better;

(2) [ security deposit of ] cash, bonds or other evidence of indebtedness issued, assumed or guaranteed by the United States of America or the State of Texas. Any such securities shall be deposited with the Comptroller of Public Accounts pursuant to a trust agreement prescribed by the director; or

(3) irrevocable letter of credit issued by a Texas state chartered bank or a federally chartered bank with a branch office in Texas. The bank shall have a long-term debt rating of at least A or better in the current monthly edition of "Moody's Statistical Handbook" or a long-term investment grade rating of at least A or better in the current edition of "Global Ratings Handbook" [ quarterly edition or monthly supplement of "Financial Institutions Rating" ] prepared by Standard & Poor's Corporation. If the bank's rating subsequent to issuing the letter of credit falls below the acceptable rating, the certified self-insurer shall replace the letter of credit within 60 days with a new letter issued by a bank with an acceptable rating.

(b) Bonds and irrevocable letters of credit must be in a form approved by the director.

(c) A security deposit [ Security ] in the form of cash must be in United States currency.

(d) The amount of the security deposit shall in no case be less than the retention amount of the excess insurance required by the director.

(e) The commission will not issue a certificate before the guarantor of the security has submitted to the commission a security deposit that meets the requirements of this section. [ The application shall include a letter from the potential guarantor of the security to indicate that security will be provided within 10 working days after the commissioners issue a certificate. ]

(f) The certified self-insurer shall notify the director if the security bond or letter of credit no longer meets the requirements of subsection (a) of this section. This notice shall be provided in writing to the director within 30 days of that change.

(g) The director may require a substitution of the security deposit [ securities ] in the event that the certified self-insurer's surety or guarantor no longer meets the requirements of subsection (a) of this section.

§114.5.Excess Insurance Requirements.

(a) The upper limit of liability for a contract or policy of excess insurance shall be in the amount required by the director. The minimum amount the director may require is $5 million per [ accident or ] occurrence.

(b) A contract or policy of excess insurance must be issued by an insurance company authorized by the State of Texas to transact such business and shall include the following provisions:

(1) cancellation requires notice to the director in the form and manner prescribed by the director at least 60 days before termination;

(2) non-renewal requires notice to the director, in the form and manner prescribed by the director at least 60 days before the end of the policy;

(3) the Association [ association ] must be named as an additional insured on the excess policy and may assume the rights and responsibilities of the certified self-insurer under the policy when the certified self-insurer is declared to be impaired; and

(4) all of the following benefits to which the injured employee is entitled under the Act must be applied toward reaching the retention amount:

(A) payments made by the certified self-insured employer;

(B) payments due and owing by the certified self-insured employer;

(C) payments made on behalf of the certified self-insured employer by any form of security as required by the Act or commission rules; and

(D) payments made by the Association [ association ] pursuant to Texas Labor Code[ , ] §407.121 and §407.127.

(c) The commission will not issue a certificate before the excess insurance carrier has submitted to the commission evidence of a qualifying excess insurance policy that meets the requirements of this section.

(d) [ (c) ] The certified self-insurer who elects to cancel or chooses not to renew a policy of excess insurance shall notify the director 60 days prior to the cancellation or termination in the form and manner prescribed by the director.

§114.6.Safety Program Requirements.

[ (a) ] To qualify as an effective safety program under Texas Labor Code §407.061(d), an applicant's safety program must include the following components at a minimum [ , accident prevention plans are required to include the following ]:

(1) A management component that includes:

(A) a clearly written safety policy distributed to all employees;

(B) a written assignment of safety responsibilities and delegation of authority which includes oversight of implementation of the safety program and the authority to communicate directly with the employer's top management regarding health and safety issues;

(C) a method of receiving, evaluating, and responding to employee input regarding workplace health and safety; and

(D) a process to ensure review and revision of the safety program when changes in processes, procedures, operations, or equipment are implemented or anticipated, to ensure continued effectiveness of the safety program.

(2) An analysis component that:

(A) facilitates the recognition of injury and illness trends, and

(B) facilitates the focus of corrective action on identified trends.

(3) A records component that requires documentation of:

(A) analysis results and any consequent improvement effort or corrective action;

(B) safety-related employee training, including the training topic and date trained;

(C) internal and/or external safety audits or inspections of facilities, equipment, practices, and procedures;

(D) accident investigations;

(E) safety committee meeting minutes, if such a committee is present in the workplace; and

(F) any other safety-related records deemed appropriate by the applicant.

(4) A safety-training component that provides employees with initial and recurring training on all topics required to perform assigned duties safely.

(5) An audit/inspection component that requires:

(A) periodic inspections of facilities, equipment, and safety-related practices and procedures; and

(B) periodic evaluation and monitoring of industrial hygiene exposures.

(6) An accident investigation component that focuses on the identification and mitigation of causal factors.

[ (1) the seven components referenced in §164.4(a) of this title (relating to Formulation of Accident Prevention Plan);]

[ (2) a plan for the promotion of industrial health which includes:]

[ (A) support for the rehabilitation of the occupationally injured;]

[ (B) encouragement of personal health maintenance; and]

[ (C) the facilitation of placement of individuals according to their physical capacities in work which the individuals can perform without endangering their own health and safety or that of their fellow employees;]

[ (3) a plan for the periodic evaluation and, if necessary, monitoring of worker exposures to substances or work practices which may lead to occupational illness or disease;]

[ (4) a drug policy which meets the requirements of §169.1 and §169.2 of this title (relating to Notification of Drug Abuse Policy and Required Elements of Drug Abuse Policy); and]

[ (5) a system for receiving and addressing complaints about safety issues from employees.]

[ (b) Each self-insurer will employ at least one employee or independent contractor who qualifies as a professional source under §164.9 of this title (relating to Approval of Professional Sources for Safety Consultations) to oversee the implementation of the safety program and who has the authority to communicate directly with the employer's top management regarding health and safety issues. ]

§114.7.Certification Process.

(a) The director shall request review and approval of the Association [ association ] by forwarding a summary of the relevant application information [ applications to the association, return receipt requested, immediately ] after the director deems the application complete and finds the applicant's financial information required under §114.3 of this title (relating to [ Initial ] Application Form and Financial Information Requirements) reflects one of the following qualifying financial ratings:

(1) Dun [ Dunn ] & [ and ] Bradstreet rating of 3A1 or better;

(2) Standard & [ and ] Poor's rating of BBB or better;

(3) Moody's rating of Baa or better; or

(4) minimum tangible net worth of $5 million with a ratio of tangible net worth to long-term debt of 1.5 to one or greater.

(b) The director may audit information supplied by an employer applying for a certificate.

(c) The director shall recommend an applicant for certification only with approval of the application by the Association [ association ]. Failure of the Association [ association ] to respond within 120 [ 40 ] days after the Association's receipt of the information provided for in subsection (a) of this section will be deemed as the Association's approval of an applicant to be a certified self-insurer [ of the association receiving the application will be deemed association approval of the applicant being certified ].

(d) Within a reasonable time after approval by the Association of a completed application [ accepting a completed application packet ], the director will recommend to the commission [ commissioners ] approval or denial of the application at a public meeting for self-insurance business (generally quarterly) that follows the completion of an application and the approval process described in subsection (c) of this section [ and supply a complete copy of supporting information ].

[ (e) After January 1, 1994, the reasonable time referred to in subsection (d) of this section is 60 days.]

§114.9.Required [ Initial ] Safety Program Inspections [ Inspection ].

(a) An employer seeking to obtain a certificate shall have its safety program reviewed and /or inspected by the commission before [ prior to ] the issuance of its initial certificate and thereafter, as appropriate, to demonstrate the existence of an effective safety program for each location .

(b) To facilitate the review or inspection [ this ] process, the employer shall provide the commission with access to all of the documents related to its safety program and its workers' compensation claims and shall permit the inspection of any of its work sites during working hours. Unreasonable refusal to provide access to the required information or facilities may be considered as:

(1) submission of an incomplete application or grounds for revocation of a certificate; and

(2) a Class A administrative violation, with each day of noncompliance constituting a separate violation.

(c) Unless significant deficiencies are noted in a safety program review or inspection, the commission is not required to issue a review or inspection report.

§114.10.Claims Contractor Requirements.

(a) Claims administration must be performed by an adjuster licensed in Texas to handle workers' compensation claims.

(b) Each proposed contract to provide claims services to a certified self-insurer must be approved by the director prior to recommending approval of an application to self-insure or, if a certified self-insurer is changing from one claims contractor to another, prior to the effective date of the new contract.

(c) An applicant must ensure that a current signed claims administration contract remain on file with the division at all times.

(d) [ (c) ] The claims contractor must promptly investigate each reportable injury and either pay benefits or controvert, as required by the Act and commission rules.

§114.11.Audit [ and Inspection] Program.

(a) The director shall audit certified [ and inspect ] self-insurers as frequently as necessary to assure compliance with the Act and commission rules, but shall audit [ and inspect ] each certified self-insurer at least once every three years.

(b) An audit may include, but not be limited to:

(1) any representation made on an [ initial or renewal ] application or in an annual report required by §114.15(b) of this title (relating to Revocation of Certificate of Authority to Self-Insure) ;

(2) payroll and classification;

(3) loss history;

(4) claims administration;

(5) loss reserves [ reserve ];

[ (6) safety programs;]

(6) [ (7) ] interviews of the certified self-insurer, its [ their ] agents, or employees regarding any matter within their knowledge and pertaining to the obligations of the certified self-insurer under the Act or commission rules; and

(7) [ (8) ] any other issue deemed appropriate by the director.

(c) A written report shall be provided to the certified self-insurer within 30 days after the audit is completed.

(d) A certified self-insurer's unreasonable [ Unreasonable ] refusal to make the required information available constitutes:

(1) grounds for revocation of the certificate; and

(2) a Class A administrative violation, with each day of noncompliance constituting a separate violation.

§114.12.Required Reporting [ Annual Reports ].

(a) Each certified self-insurer shall file with the division an annual application or, if required by §114.15(b) of this title (relating to Revocation of Certificate of Authority to Self-Insure), an annual report, according to a schedule established by the director. The director may, in his or her discretion, require an annual application or annual report to include [ annual reports which include ] the following:

(1) [ a ] claims information, such as loss run information, in the form and manner prescribed by the director [ report in electronic format which is due, beginning in 1994, on or before March 1 and which includes the three preceding calendar years ];

(2) an information report, in the manner prescribed by the director, that includes [ beginning in 1994, a safety report is due on or before March 1, and must include ]:

[ (A) a summary of the safety and health training provided to management, supervisors, and employees; and]

[ (B) ]

an analysis of accident trends which:

(A) [ (i) ] identifies losses by location, occupation, or job function; and

(B) [ (ii) ] provides an analysis of those losses based on:

(i) [ (I) ] nature, source, and severity of the injury;

(ii) [ (II) ] cause of the injury;

(iii) [ (III) ] parts of the body affected;

(iv) [ (IV) ] equipment involved in the injury;

(v) [ (V) ] number of injuries and fatalities other than occupational diseases; and

(vi) [ (VI) ] identification of the number of occupational diseases; [ and ]

(3) independently audited financial statements according to Generally Accepted Auditing Standards of the American Institute of Certified Public Accountants; and [ a financial report, filed on the form prescribed by the commission, which is due no later than 60 days prior to the expiration of the certificate ]

(4) any substantive policy or procedure changes in the certified self-insurer's safety program.

(b) If any of the information required by this section [ reports ] is more than six months old, it may be considered incomplete and the director may require the certified self-insurer to provide updated information [ an interim report may be required prior to renewal or as the director deems appropriate ].

(c) An application, annual report required by §114.15(b) of this title (relating to Revocation of Certificate of Authority to Self-Insure), or other designated [ A renewal application ] document will not be complete until all parts of the document, including all required attachments [ annual report ] and any required updates, [ interim reports ] are filed.

§114.14.Impaired Employer.

If a certified self-insurer becomes an impaired employer, the director shall protect the employees of such employer by promptly:

(1) calling the security deposit and placing the funds in an account for the impaired employer [ employer's account in the trust fund ];

(2) notifying the Association [ association ] or other entity designated by the commission to assume the liabilities of the impaired employer ; [ and, pursuant to Texas Civil Statutes, Article 8308 3.70(c) ]to begin paying , pursuant to Texas Labor Code §407.127 , benefits out of the impaired employer's account ; and, if necessary, to notify the Association to begin paying benefits out of its [ with the ] trust fund; and

(3) estimating the amount of any additional funds needed to supplement the security deposit and available assets of the impaired employer and advise the Association [ association ] of the amount the Association [ association ] will need to assess each certified self-insurer to cover the estimated liabilities once the impaired employer's security account has been expended.

§114.15.Revocation or Suspension of Certificate of Authority To Self-Insure.

(a) The commission may revoke the certificate of a certified [ A ] self-insurer who fails to comply with requirements or conditions established by Chapter 407 of the Texas Labor Code or any rule within Chapter 114 of this title (regarding Self-Insurance), including [ may have its certificate revoked due to ]:

(1) failure to maintain financial strength;

(2) failure to implement and maintain an effective safety program;

(3) failure to maintain acceptable claim services;

(4) failure to obtain and maintain the required security deposit ;

(5) failure to obtain and maintain excess insurance as required by the director;

(6) failure to file any required information [ annual or interim report required ] under §114.12 of this title (relating to Required Reporting [ Annual Reports ]);

(7) unreasonable refusal to make information available as required under [ of ] §114.11 of this title (relating to Audit [ and Inspection ] Program);

(8) failure to provide notice as required in §114.13 of this title (relating to Required Notices to the Director); or

(9) failure to comply with any provision of the Act or with any commission rule.

(b) The commission may suspend or revoke the certificate of a certified self-insurer due to the certified self-insurer's failure to pay an assessment as required by Texas Labor Code §407.124(b) and §407.125.

(c) [ (b) ] A certified [ The director may require a ] self-insurer whose certificate has been revoked , suspended, [ or ] withdrawn , or denied must file an annual report, in the form and manner prescribed by the director [ to provide a report setting forth the present status of all open claims ].

(d) [ (c) ] Pursuant to [ the ] Texas Labor Code[ , ] §§407.046, 407.047, and 407.082, the director shall continue to audit the claims of any certified self-insurer whose certificate has been revoked , suspended, [ or ] withdrawn , or denied .

(e) [ (d) ] Prior to revoking a certificate, the commission shall refer the matter to the State Office of Administrative Hearings, which shall hold a hearing to determine if the certificate should be revoked [ The commission may exercise its right to request a hearing pursuant to §145.24 of this title (relating to Special Provisions for Imposing Sanctions Pursuant to the Act, §2.09(f)) or pursuant to §148.3 of this title (relating to Requesting a Hearing) as applicable ].

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on December 29, 2003.

TRD-200308902

Susan Cory

General Counsel

Texas Workers' Compensation Commission

Earliest possible date of adoption: February 8, 2004

For further information, please call: (512) 804-4287