Florida Senate - 2026                             CS for SB 1760
       
       
        
       By the Committee on Health Policy; and Senators Brodeur, Gaetz,
       Rouson, and Massullo
       
       
       
       
       588-02792-26                                          20261760c1
    1                        A bill to be entitled                      
    2         An act relating to health care coverage; amending s.
    3         1.01, F.S.; defining the term “Joint Legislative
    4         Committee on Medicaid Oversight”; creating s. 11.405,
    5         F.S.; establishing the Joint Legislative Committee on
    6         Medicaid Oversight for specified purposes; providing
    7         for membership, subcommittees, and meetings of the
    8         committee; specifying duties of the committee;
    9         authorizing the committee to submit periodic reports
   10         to the Legislature; requiring the Auditor General and
   11         the Agency for Health Care Administration to enter
   12         into and maintain a data sharing agreement for a
   13         certain purpose by a specified date; requiring the
   14         Auditor General to assist the committee by providing
   15         certain staff or consulting services; requiring that
   16         state agencies, political subdivisions of the state,
   17         and entities contracted with state agencies give the
   18         committee access to certain records, papers, and
   19         documents; authorizing the committee to compel
   20         testimony and evidence according to specified
   21         provisions; providing for additional powers of the
   22         committee; providing that certain joint rules of the
   23         Legislature apply to the proceedings of the committee;
   24         requiring the agency to notify the committee of
   25         certain changes and provide a report containing
   26         specified information to the committee; requiring the
   27         agency to submit a copy of certain reports to the
   28         committee; amending s. 409.962, F.S.; defining terms;
   29         amending s. 409.967, F.S.; revising encounter data
   30         reporting requirements for prepaid Medicaid plans;
   31         requiring the agency’s analysis of such encounter data
   32         to include identification of specified occurrences;
   33         requiring the agency to use such analysis in setting
   34         managed care plan capitation rates; requiring that
   35         managed care plan contracts require any third-party
   36         administrative entity contracted with the plan to
   37         adhere to specified requirements; specifying
   38         additional types of payments which may not be included
   39         in calculating income for purposes of the achieved
   40         savings rebate; requiring, rather than authorizing,
   41         the agency to calculate the medical loss ratio for all
   42         managed care plans under certain circumstances;
   43         revising requirements for the calculation of medical
   44         loss ratios; requiring the agency to report medical
   45         loss ratios quarterly and annually for each managed
   46         care plan to the Governor and the Legislature within a
   47         specified timeframe; requiring the agency to ensure
   48         oversight of affiliated entities and related parties
   49         paid by managed care plans; requiring the agency to
   50         examine specified records and data related to such
   51         entities and parties; requiring the agency to consider
   52         certain data and findings when developing managed care
   53         plan capitation rates; revising the income sharing
   54         ratios used to calculate the achieved savings rebate
   55         beginning on a specified date; creating s. 409.9675,
   56         F.S.; requiring managed care plans to report to the
   57         agency and the Office of Insurance Regulation the
   58         existence of and specified details relating to certain
   59         affiliations by a specified date and annually
   60         thereafter; requiring managed care plans to report any
   61         change in such information to the agency and the
   62         office in writing within a specified timeframe;
   63         requiring the agency to calculate, analyze, and
   64         publicly report on the agency’s website an assessment
   65         of affiliated entity payment transactions in the
   66         Medicaid program and certain administrative costs by a
   67         specified date and annually thereafter; providing
   68         requirements for the assessment; amending s. 626.8825,
   69         F.S.; defining the terms “affiliated manufacturer” and
   70         “covered prescription drug”; revising the definition
   71         of the term “pharmacy benefits plan or program”;
   72         revising requirements for contracts between a pharmacy
   73         benefit manager and a pharmacy benefits plan or
   74         program and a participating pharmacy; revising the
   75         frequency of and deadlines for certain reports
   76         pharmacy benefit managers are required to submit to
   77         the office beginning on a specified date; amending s.
   78         626.8827, F.S.; revising and specifying additional
   79         practices pharmacy benefit managers are prohibited
   80         from engaging in; amending s. 627.42392, F.S.;
   81         conforming a cross-reference; providing effective
   82         dates.
   83          
   84  Be It Enacted by the Legislature of the State of Florida:
   85  
   86         Section 1. Effective upon this act becoming a law,
   87  subsection (20) is added to section 1.01, Florida Statutes, to
   88  read:
   89         1.01 Definitions.—In construing these statutes and each and
   90  every word, phrase, or part hereof, where the context will
   91  permit:
   92         (20)The term “Joint Legislative Committee on Medicaid
   93  Oversight” means a committee or committees designated by joint
   94  rule of the Legislature, by the President of the Senate or the
   95  Speaker of the House of Representatives, or by agreement between
   96  the President of the Senate and the Speaker of the House of
   97  Representatives.
   98         Section 2. Effective upon this act becoming a law, section
   99  11.405, Florida Statutes, is created to read:
  100         11.405 Joint Legislative Committee on Medicaid Oversight.
  101  The Joint Legislative Committee on Medicaid Oversight is created
  102  to ensure that the state Medicaid program is operating in
  103  accordance with the Legislature’s intent and to promote
  104  transparency and efficiency in government spending.
  105         (1)MEMBERSHIP; SUBCOMMITTEES; MEETINGS.—
  106         (a)The committee shall be composed of five members of the
  107  Senate appointed by the President of the Senate and five members
  108  of the House of Representatives appointed by the Speaker of the
  109  House of Representatives, with each member serving a 2-year
  110  term. The chair and vice chair shall each be appointed for 1
  111  year terms, with the appointments alternating between the
  112  President of the Senate and the Speaker of the House of
  113  Representatives. The chair and vice chair may not be members of
  114  the same house of the Legislature. If both the chair and vice
  115  chair are absent at any meeting, the members present must elect
  116  a temporary chair by a majority vote.
  117         (b)Members shall serve without compensation but may be
  118  reimbursed for per diem and travel expenses pursuant to s.
  119  112.061.
  120         (c)The chair may establish subcommittees as needed to
  121  fulfill the committee’s duties.
  122         (d)The committee shall convene at least twice a year, and
  123  as often as necessary to conduct its business as required under
  124  this section. Meetings may be held through teleconference or
  125  other electronic means.
  126         (2)COMMITTEE DUTIES.—
  127         (a)The committee shall evaluate all aspects of the state
  128  Medicaid program related to program financing, quality of care
  129  and health outcomes, administrative functions, and operational
  130  functions to ensure that the program is providing transparency
  131  in the provision of health care plans and providers, ensuring
  132  Medicaid recipients have access to quality health care services
  133  and providing stability to the state’s budget through a health
  134  care delivery system designed to contain costs.
  135         (b)The committee shall identify and recommend policies
  136  that limit Medicaid spending growth while improving health care
  137  outcomes for Medicaid recipients. In developing its
  138  recommendations, the committee shall do all of the following:
  139         1.Evaluate legislation for its long-term impact on the
  140  state Medicaid program.
  141         2.Review data submitted to the Agency for Health Care
  142  Administration by the Medicaid managed care plans pursuant to
  143  statutory and contract requirements, including, but not limited
  144  to, timeliness of provider credentialing, timely payment of
  145  claims, rate of claim denials, prior authorizations for
  146  services, and consumer complaints.
  147         3.Review the Medicaid managed care plans’ encounter data,
  148  financial data, and audits and the data used to calculate the
  149  plans’ achieved savings rebates and medical loss ratios.
  150         4.Review data related to health outcomes of Medicaid
  151  recipients, including, but not limited to, Healthcare
  152  Effectiveness Data and Information Set measures developed by the
  153  National Committee for Quality Assurance, for each Medicaid
  154  managed care plan, each Medicaid managed care plan’s performance
  155  improvement projects, and outcome data related to all quality
  156  goals included in the Medicaid managed care organization
  157  contracts to improve quality for recipients.
  158         5.Identify any areas for improvement in statute and rule
  159  relating to the state Medicaid program.
  160         6.Develop a plan of action for the future of the state
  161  Medicaid program.
  162         (c)The committee may submit periodic reports, including
  163  recommendations, to the Legislature on issues related to the
  164  state Medicaid program and any affiliated programs.
  165         (3)COOPERATION.—
  166         (a)The Auditor General and the Agency for Health Care
  167  Administration shall enter into and maintain a data sharing
  168  agreement by July 1, 2026, to ensure the committee has full
  169  access to all data needed to fulfill its responsibilities.
  170         (b)The Auditor General shall assist the committee in its
  171  work by providing credentialed professional staff or consulting
  172  services, including, but not limited to, an actuary not
  173  associated with the state Medicaid program or any Medicaid
  174  managed care organization who currently has a contract with the
  175  state.
  176         (c)The committee, in the course of its official duties,
  177  must be given access to any relevant record, paper, or document
  178  in possession of a state agency, any political subdivision of
  179  the state, or any entity engaged in business or under contract
  180  with a state agency, and may compel the attendance and testimony
  181  of any state official or employee before the committee or secure
  182  any evidence as provided in s. 11.143. The committee may also
  183  have any other powers conferred on it by joint rules of the
  184  Senate and the House of Representatives, and any joint rules of
  185  the Senate and the House of Representatives applicable to joint
  186  legislative committees apply to the proceedings of the committee
  187  under this section.
  188         (4)AGENCY REPORTS.—
  189         (a)Before implementing any change to the Medicaid managed
  190  care capitation rates, the Agency for Health Care Administration
  191  shall notify the committee of the change and appear before the
  192  committee to provide a report detailing the managed care
  193  capitation rates and administrative costs built into the
  194  capitation rates. The report must include the agency’s
  195  historical and projected Medicaid program expenditure and
  196  utilization trend rates by Medicaid program and service category
  197  for the rate year, an explanation of how the trend rates were
  198  calculated, and the policy decisions that were included in
  199  setting the capitation rates.
  200         (b)If the Agency for Health Care Administration or any
  201  division within the agency is required by law to report to the
  202  Legislature or to any legislative committee or subcommittee on
  203  matters relating to the state Medicaid program, the agency must
  204  also submit a copy of the report to the committee.
  205         Section 3. Present subsections (2) through (5), (6) through
  206  (10), and (11) through (18) of section 409.962, Florida
  207  Statutes, are redesignated as subsections (3) through (6), (8)
  208  through (12), and (14) through (21), respectively, and new
  209  subsections (2), (7), and (13) are added to that section, to
  210  read:
  211         409.962 Definitions.—As used in this part, except as
  212  otherwise specifically provided, the term:
  213         (2) “Affiliate,” including the terms “affiliated with” and
  214  “affiliation,” means a person, as construed in s. 1.01(3), who:
  215         (a)Directly or indirectly, through one or more
  216  intermediaries, controls, is controlled by, or is under common
  217  control with a specified entity or person, including parent and
  218  subsidiary entities; or
  219         (b)Is deemed a “related party” according to the standards
  220  adopted by the Financial Accounting Standards Board.
  221         (7) “Control,” including the terms “controlling,”
  222  “controlled by,” and “under common control with,” means the
  223  possession, direct or indirect, of the power to direct or cause
  224  the direction of the management and policies of a person,
  225  whether through the ownership or voting securities, by contract
  226  other than a commercial contract for goods or nonmanagement
  227  services, or otherwise, unless the power is the result of an
  228  official position with or corporate office held by the person.
  229  This definition applies regardless of whether such power is
  230  affirmative or negative or whether such power is actually used.
  231  Control is presumed to exist, but is not limited to, when any
  232  affiliate or person, as construed in s. 1.01(3):
  233         (a)Directly or indirectly owns, controls, holds the power
  234  to vote, or holds proxies representing 10 percent or more of any
  235  class of the voting securities of any other person.
  236         (b)Shares common ownership with any person; has an
  237  investor or is a holder of an ownership interest in any person;
  238  exercises control in any manner over the election of a majority
  239  of the directors or of individuals exercising similar functions
  240  of any person; has the power to exercise controlling influence
  241  over the management of any person; or serves as a working
  242  majority of the board of directors, the managers, or the
  243  officers of a person, who is:
  244         1.A provider or a member of a provider group or group
  245  practice as defined in s. 456.053(3) under the managed care
  246  plan; or
  247         2.A person responsible for providing any pharmacy
  248  services, pharmaceuticals, diagnostics, care coordination, care
  249  delivery, health care services, medical equipment,
  250  administrative services, or financial services under the managed
  251  care plan.
  252         (13) Market rate means the price that a willing buyer
  253  will pay and a willing seller will accept in an arms-length
  254  transaction which is beneficial to both parties.
  255         Section 4. Subsections (1) and (2), paragraph (h) of
  256  subsection (3), and subsection (4) of section 409.967, Florida
  257  Statutes, are amended, and subsection (5) is added to that
  258  section, to read:
  259         409.967 Managed care plan accountability.—
  260         (1) CONTRACT PROCUREMENT PROCESS.—Beginning with the
  261  contract procurement process initiated during the 2023 calendar
  262  year, the agency shall establish a 6-year contract with each
  263  managed care plan selected through the procurement process
  264  described in s. 409.966. A plan contract may not be renewed;
  265  however, the agency may extend the term of a plan contract to
  266  cover any delays during the transition to a new plan. The agency
  267  shall extend until December 31, 2024, the term of existing plan
  268  contracts awarded pursuant to the invitation to negotiate
  269  published in July 2017.
  270         (2) CONTRACT REQUIREMENTS.—The agency shall establish such
  271  contract requirements as are necessary for the operation of the
  272  statewide managed care program. In addition to any other
  273  provisions the agency may deem necessary, the contract must
  274  require:
  275         (a) Physician compensation.—Managed care plans are expected
  276  to coordinate care, manage chronic disease, and prevent the need
  277  for more costly services. Effective care management should
  278  enable plans to redirect available resources and increase
  279  compensation for physicians. Plans achieve this performance
  280  standard when physician payment rates equal or exceed Medicare
  281  rates for similar services. The agency may impose fines or other
  282  sanctions on a plan that fails to meet this performance standard
  283  after 2 years of continuous operation.
  284         (b) Emergency services.—Managed care plans shall pay for
  285  services required by ss. 395.1041 and 401.45 and rendered by a
  286  noncontracted provider. The plans must comply with s. 641.3155.
  287  Reimbursement for services under this paragraph is the lesser
  288  of:
  289         1. The provider’s charges;
  290         2. The usual and customary provider charges for similar
  291  services in the community where the services were provided;
  292         3. The charge mutually agreed to by the entity and the
  293  provider within 60 days after submittal of the claim; or
  294         4. The Medicaid rate, which, for the purposes of this
  295  paragraph, means the amount the provider would collect from the
  296  agency on a fee-for-service basis, less any amounts for the
  297  indirect costs of medical education and the direct costs of
  298  graduate medical education that are otherwise included in the
  299  agency’s fee-for-service payment, as required under 42 U.S.C. s.
  300  1396u-2(b)(2)(D). For the purpose of establishing the amounts
  301  specified in this subparagraph, the agency shall publish on its
  302  website annually, or more frequently as needed, the applicable
  303  fee-for-service fee schedules and their effective dates, less
  304  any amounts for indirect costs of medical education and direct
  305  costs of graduate medical education that are otherwise included
  306  in the agency’s fee-for-service payments.
  307         (c) Access.—
  308         1. The agency shall establish specific standards for the
  309  number, type, and regional distribution of providers in managed
  310  care plan networks to ensure access to care for both adults and
  311  children. Each plan must maintain a regionwide network of
  312  providers in sufficient numbers to meet the access standards for
  313  specific medical services for all recipients enrolled in the
  314  plan. The exclusive use of mail-order pharmacies may not be
  315  sufficient to meet network access standards. Consistent with the
  316  standards established by the agency, provider networks may
  317  include providers located outside the region. Each plan shall
  318  establish and maintain an accurate and complete electronic
  319  database of contracted providers, including information about
  320  licensure or registration, locations and hours of operation,
  321  specialty credentials and other certifications, specific
  322  performance indicators, and such other information as the agency
  323  deems necessary. The database must be available online to both
  324  the agency and the public and have the capability to compare the
  325  availability of providers to network adequacy standards and to
  326  accept and display feedback from each provider’s patients. Each
  327  plan shall submit quarterly reports to the agency identifying
  328  the number of enrollees assigned to each primary care provider.
  329  The agency shall conduct, or contract for, systematic and
  330  continuous testing of the provider network databases maintained
  331  by each plan to confirm accuracy, confirm that behavioral health
  332  providers are accepting enrollees, and confirm that enrollees
  333  have access to behavioral health services.
  334         2. Each managed care plan must publish any prescribed drug
  335  formulary or preferred drug list on the plan’s website in a
  336  manner that is accessible to and searchable by enrollees and
  337  providers. The plan must update the list within 24 hours after
  338  making a change. Each plan must ensure that the prior
  339  authorization process for prescribed drugs is readily accessible
  340  to health care providers, including posting appropriate contact
  341  information on its website and providing timely responses to
  342  providers. For Medicaid recipients diagnosed with hemophilia who
  343  have been prescribed anti-hemophilic-factor replacement
  344  products, the agency shall provide for those products and
  345  hemophilia overlay services through the agency’s hemophilia
  346  disease management program.
  347         3. Managed care plans, and their fiscal agents or
  348  intermediaries, must accept prior authorization requests for any
  349  service electronically.
  350         4. Managed care plans serving children in the care and
  351  custody of the Department of Children and Families must maintain
  352  complete medical, dental, and behavioral health encounter
  353  information and participate in making such information available
  354  to the department or the applicable contracted community-based
  355  care lead agency for use in providing comprehensive and
  356  coordinated case management. The agency and the department shall
  357  establish an interagency agreement to provide guidance for the
  358  format, confidentiality, recipient, scope, and method of
  359  information to be made available and the deadlines for
  360  submission of the data. The scope of information available to
  361  the department shall be the data that managed care plans are
  362  required to submit to the agency. The agency shall determine the
  363  plan’s compliance with standards for access to medical, dental,
  364  and behavioral health services; the use of medications; and
  365  follow-up followup on all medically necessary services
  366  recommended as a result of early and periodic screening,
  367  diagnosis, and treatment.
  368         (d) Quality care.—Managed care plans shall provide, or
  369  contract for the provision of, care coordination to facilitate
  370  the appropriate delivery of behavioral health care services in
  371  the least restrictive setting with treatment and recovery
  372  capabilities that address the needs of the patient. Services
  373  shall be provided in a manner that integrates behavioral health
  374  services and primary care. Plans shall be required to achieve
  375  specific behavioral health outcome standards, established by the
  376  agency in consultation with the department.
  377         (e) Encounter data.—The agency shall maintain and operate a
  378  Medicaid Encounter Data System to collect, process, store, and
  379  report on covered services provided to all Medicaid recipients
  380  enrolled in prepaid plans.
  381         1. Each prepaid plan must comply with the agency’s
  382  reporting requirements for the Medicaid Encounter Data System.
  383  Prepaid plans must submit encounter data, including data on
  384  encounters for which payment was denied and encounters for which
  385  a health care provider was reimbursed by the plan on a capitated
  386  basis, electronically in a format that complies with the Health
  387  Insurance Portability and Accountability Act provisions for
  388  electronic claims and in accordance with deadlines established
  389  by the agency. Prepaid plans must certify that the data reported
  390  is accurate and complete.
  391         2. The agency is responsible for validating the data
  392  submitted by the plans. The agency shall develop methods and
  393  protocols for ongoing analysis of the encounter data that
  394  adjusts for differences in characteristics of prepaid plan
  395  enrollees to allow comparison of service utilization among plans
  396  and against expected levels of use. The analysis shall be used
  397  to identify possible cases of overspending on administrative
  398  costs, payments by plans in excess of market rates, systemic
  399  underutilization or denials of claims and inappropriate service
  400  utilization such as higher-than-expected emergency department
  401  encounters, and potential managed care plan fraud, waste, and
  402  abuse. The analysis shall provide periodic feedback to the plans
  403  and enable the agency to establish corrective action plans when
  404  necessary. One of the focus areas for the analysis shall be the
  405  use of prescription drugs. The analysis shall be used in managed
  406  care plan capitation rate-setting processes provided under this
  407  part.
  408         3. The agency shall make encounter data available to those
  409  plans accepting enrollees who are assigned to them from other
  410  plans leaving a region.
  411         4. The agency shall annually produce a report entitled
  412  “Analysis of Potentially Preventable Health Care Events of
  413  Florida Medicaid Enrollees.” The report must include, but need
  414  not be limited to, an analysis of the potentially preventable
  415  hospital emergency department visits, hospital admissions, and
  416  hospital readmissions that occurred during the previous state
  417  fiscal year which may have been prevented with better access to
  418  primary care, improved medication management, or better
  419  coordination of care, reported by age, eligibility group,
  420  managed care plan, and region, including conditions contributing
  421  to each potentially preventable event or category of potentially
  422  preventable events. The agency may include any other data or
  423  analysis parameters to augment the report which it deems
  424  pertinent to the analysis. The report must demonstrate trends
  425  using applicable historical data. The agency shall submit the
  426  report to the Governor, the President of the Senate, and the
  427  Speaker of the House of Representatives by October 1, 2024, and
  428  each October 1 thereafter. The agency may contract with a third
  429  party vendor to produce the report required under this
  430  subparagraph.
  431         (f) Continuous improvement.—The agency shall establish
  432  specific performance standards and expected milestones or
  433  timelines for improving performance over the term of the
  434  contract.
  435         1. Each managed care plan shall establish an internal
  436  health care quality improvement system, including enrollee
  437  satisfaction and disenrollment surveys. The quality improvement
  438  system must include incentives and disincentives for network
  439  providers.
  440         2. Each managed care plan must collect and report the
  441  Healthcare Effectiveness Data and Information Set (HEDIS)
  442  measures, the federal Core Set of Children’s Health Care Quality
  443  measures, and the federal Core Set of Adult Health Care Quality
  444  Measures, as specified by the agency. Each plan must collect and
  445  report the Adult Core Set behavioral health measures beginning
  446  with data reports for the 2025 calendar year. Each plan must
  447  stratify reported measures by age, sex, race, ethnicity, primary
  448  language, and whether the enrollee received a Social Security
  449  Administration determination of disability for purposes of
  450  Supplemental Security Income beginning with data reports for the
  451  2026 calendar year. A plan’s performance on these measures must
  452  be published on the plan’s website in a manner that allows
  453  recipients to reliably compare the performance of plans. The
  454  agency shall use the measures as a tool to monitor plan
  455  performance.
  456         3. Each managed care plan must be accredited by the
  457  National Committee for Quality Assurance, the Joint Commission,
  458  or another nationally recognized accrediting body, or have
  459  initiated the accreditation process, within 1 year after the
  460  contract is executed. For any plan not accredited within 18
  461  months after executing the contract, the agency shall suspend
  462  automatic assignment under ss. 409.977 and 409.984.
  463         (g) Program integrity.—Each managed care plan shall
  464  establish program integrity functions and activities to reduce
  465  the incidence of fraud and abuse, including, at a minimum:
  466         1. A provider credentialing system and ongoing provider
  467  monitoring, including maintenance of written provider
  468  credentialing policies and procedures which comply with federal
  469  and agency guidelines;
  470         2. An effective prepayment and postpayment review process
  471  including, but not limited to, data analysis, system editing,
  472  and auditing of network providers;
  473         3. Procedures for reporting instances of fraud and abuse
  474  pursuant to chapter 641;
  475         4. Administrative and management arrangements or
  476  procedures, including a mandatory compliance plan, designed to
  477  prevent fraud and abuse; and
  478         5. Designation of a program integrity compliance officer.
  479         (h) Grievance resolution.—Consistent with federal law, each
  480  managed care plan shall establish and the agency shall approve
  481  an internal process for reviewing and responding to grievances
  482  from enrollees. Each plan shall submit quarterly reports on the
  483  number, description, and outcome of grievances filed by
  484  enrollees.
  485         (i) Penalties.—
  486         1. Withdrawal and enrollment reduction.—Managed care plans
  487  that reduce enrollment levels or leave a region before the end
  488  of the contract term must reimburse the agency for the cost of
  489  enrollment changes and other transition activities. If more than
  490  one plan leaves a region at the same time, costs must be shared
  491  by the departing plans proportionate to their enrollments. In
  492  addition to the payment of costs, departing provider services
  493  networks must pay a per-enrollee penalty of up to 3 months’
  494  payment and continue to provide services to the enrollee for 90
  495  days or until the enrollee is enrolled in another plan,
  496  whichever occurs first. In addition to payment of costs, all
  497  other departing plans must pay a penalty of 25 percent of that
  498  portion of the minimum surplus maintained pursuant to s.
  499  641.225(1) which is attributable to the provision of coverage to
  500  Medicaid enrollees. Plans shall provide at least 180 days’
  501  notice to the agency before withdrawing from a region. If a
  502  managed care plan leaves a region before the end of the contract
  503  term, the agency shall terminate all contracts with that plan in
  504  other regions pursuant to the termination procedures in
  505  subparagraph 3.
  506         2. Encounter data.—If a plan fails to comply with the
  507  encounter data reporting requirements of this section for 30
  508  days, the agency must assess a fine of $5,000 per day for each
  509  day of noncompliance beginning on the 31st day. On the 31st day,
  510  the agency must notify the plan that the agency will initiate
  511  contract termination procedures on the 90th day unless the plan
  512  comes into compliance before that date.
  513         3. Termination.—If the agency terminates more than one
  514  regional contract with the same managed care plan due to
  515  noncompliance with the requirements of this section, the agency
  516  shall terminate all the regional contracts held by that plan.
  517  When terminating multiple contracts, the agency must develop a
  518  plan to provide for the transition of enrollees to other plans,
  519  and phase in the terminations over a time period sufficient to
  520  ensure a smooth transition.
  521         (j) Prompt payment.—Managed care plans shall comply with
  522  ss. 641.315, 641.3155, and 641.513.
  523         (k) Electronic claims.—Managed care plans, and their fiscal
  524  agents or intermediaries, shall accept electronic claims in
  525  compliance with federal standards.
  526         (l) Fair payment.—Provider service networks must ensure
  527  that no entity licensed under chapter 395 with a controlling
  528  interest in the network charges a Medicaid managed care plan
  529  more than the amount paid to that provider by the provider
  530  service network for the same service.
  531         (m) Itemized payment.—Any claims payment to a provider by a
  532  managed care plan, or by a fiscal agent or intermediary of the
  533  plan, must be accompanied by an itemized accounting of the
  534  individual claims included in the payment including, but not
  535  limited to, the enrollee’s name, the date of service, the
  536  procedure code, the amount of reimbursement, and the
  537  identification of the plan on whose behalf the payment is made.
  538         (n) Provider dispute resolution.—Disputes between a plan
  539  and a provider may be resolved as described in s. 408.7057.
  540         (o) Transparency.—Managed care plans shall comply with ss.
  541  627.6385(3) and 641.54(7).
  542         (p) Third-party administrators.—The agency′s contract with
  543  a managed care plan must require that any third-party
  544  administrative entity contracted by the plan adheres to all
  545  pertinent requirements of the Medicaid program placed on the
  546  plan under the plan′s contract with the agency.
  547         (3) ACHIEVED SAVINGS REBATE.—
  548         (h) The following may not be included as allowable expenses
  549  in calculating income for determining the achieved savings
  550  rebate:
  551         1. Payment of achieved savings rebates.
  552         2. Any financial incentive payments made to the plan
  553  outside of the capitation rate.
  554         3. Any financial disincentive payments levied by the state
  555  or Federal Government.
  556         4. Expenses associated with any lobbying or political
  557  activities.
  558         5. The cash value or equivalent cash value of bonuses of
  559  any type paid or awarded to the plan’s executive staff, other
  560  than base salary.
  561         6. Reserves and reserve accounts.
  562         7. Administrative costs, including, but not limited to,
  563  reinsurance expenses, interest payments, depreciation expenses,
  564  bad debt expenses, and outstanding claims expenses in excess of
  565  actuarially sound maximum amounts set by the agency.
  566         8. Payments to affiliates as defined in s. 409.962 in
  567  excess of market rates.
  568  
  569  The agency shall consider these and other factors in developing
  570  contracts that establish shared savings arrangements.
  571         (4) MEDICAL LOSS RATIOS RATIO.—
  572         (a) If required by federal regulations or as a condition of
  573  a waiver, the agency must may calculate a medical loss ratios
  574  ratio for all managed care plans contracted with the agency
  575  under this part. The calculations must calculation shall use
  576  uniform financial data collected from all plans and shall be
  577  computed for each plan on a statewide basis. If a plan
  578  participates in the managed medical assistance program, the
  579  long-term care managed care program, or the pilot program for
  580  individuals with developmental disabilities, the agency must
  581  calculate medical loss ratios for the plan’s participation in
  582  each program separately and, if the plan participates in more
  583  than one of these programs, for the plan’s overall participation
  584  in statewide Medicaid managed care. Medical loss ratios must be
  585  calculated and The method for calculating the medical loss ratio
  586  shall meet the following criteria:
  587         (a) Except as provided in paragraphs (b) and (c),
  588  expenditures must shall be classified in a manner consistent
  589  with 42 C.F.R. part 438 45 C.F.R. part 158.
  590         (b) The agency shall report medical loss ratios quarterly
  591  and annually for each managed care plan contracted with the
  592  agency under this part to the Governor, the President of the
  593  Senate, and the Speaker of the House of Representatives no later
  594  than 6 months after the end of each such period Funds provided
  595  by plans to graduate medical education institutions to
  596  underwrite the costs of residency positions shall be classified
  597  as medical expenditures, provided the funding is sufficient to
  598  sustain the positions for the number of years necessary to
  599  complete the residency requirements and the residency positions
  600  funded by the plans are active providers of care to Medicaid and
  601  uninsured patients.
  602         (c) Before final determination of the medical loss ratio
  603  for any period, a plan may contribute to a designated state
  604  trust fund for the purpose of supporting Medicaid and indigent
  605  care and have the contribution counted as a medical expenditure
  606  for the period. Funds contributed for this purpose shall be
  607  deposited into the Grants and Donations Trust Fund.
  608         (5) AFFILIATED ENTITIES AND RELATED PARTIES.—
  609         (a) The agency shall ensure oversight of affiliated
  610  entities and related parties paid by managed care plans under
  611  this part, including, but not limited to, examining financial
  612  records and self-referral data of any managed care plan
  613  providing services within the statewide managed care program
  614  which uses affiliated entities and related parties.
  615         (b) The agency shall consider data examined under paragraph
  616  (a) and the findings of the annual assessment required under s.
  617  409.9675(4) when developing managed care plan capitation rates
  618  under this part.
  619         Section 5. Effective January 1, 2027, paragraph (f) of
  620  subsection (3) of section 409.967, Florida Statutes, is amended,
  621  and paragraph (g) of that subsection is republished, to read:
  622         409.967 Managed care plan accountability.—
  623         (3) ACHIEVED SAVINGS REBATE.—
  624         (f) Achieved savings rebates validated by the certified
  625  public accountant are due within 30 days after the report is
  626  submitted. Except as provided in paragraph (h), the achieved
  627  savings rebate is established by determining pretax income as a
  628  percentage of revenues and applying the following income sharing
  629  ratios:
  630         1. One hundred percent of income up to and including 3 5
  631  percent of revenue shall be retained by the plan.
  632         2. Thirty Fifty percent of income above 3 5 percent and up
  633  to 10 percent shall be retained by the plan, and the other 70 50
  634  percent shall be refunded to the state and adjusted for the
  635  Federal Medical Assistance Percentages. The state share shall be
  636  transferred to the General Revenue Fund, unallocated, and the
  637  federal share shall be transferred to the Medical Care Trust
  638  Fund, unallocated.
  639         3. One hundred percent of income above 10 percent of
  640  revenue shall be refunded to the state and adjusted for the
  641  Federal Medical Assistance Percentages. The state share shall be
  642  transferred to the General Revenue Fund, unallocated, and the
  643  federal share shall be transferred to the Medical Care Trust
  644  Fund, unallocated.
  645         (g) A plan that exceeds agency-defined quality measures in
  646  the reporting period may retain an additional 1 percent of
  647  revenue. For the purpose of this paragraph, the quality measures
  648  must include plan performance for preventing or managing
  649  complex, chronic conditions that are associated with an elevated
  650  likelihood of requiring high-cost medical treatments.
  651         Section 6. Section 409.9675, Florida Statutes, is created
  652  to read:
  653         409.9675 Affiliated entities and controlling interests;
  654  reports required.—
  655         (1) Each managed care plan contracted by the agency under
  656  this part shall report all of the following by March 31, 2027,
  657  for the prior calendar year, and annually thereafter, to the
  658  agency and the Office of Insurance Regulation in a manner
  659  prescribed by the agency:
  660         (a)Any person controlled by or affiliated with the managed
  661  care plan, including, but not limited to, any provider, provider
  662  group, group practice defined in s. 456.053(3), or person
  663  responsible for providing any pharmacy services,
  664  pharmaceuticals, diagnostics, care coordination, care delivery,
  665  health care services, medical equipment, administrative
  666  services, or financial services for, to, or on behalf of the
  667  managed care plan.
  668         (b)Any affiliation of any kind or nature with any person
  669  which has, either directly or indirectly through one or more
  670  intermediaries, an investment or ownership interest representing
  671  10 percent or more, shares common ownership with, or has an
  672  investor or a holder of an ownership interest representing 10
  673  percent or more with any person providing pharmacy services,
  674  diagnostics, care coordination, care delivery, health care
  675  services, medical equipment, administrative services, or
  676  financial services for, to, or on behalf of the managed care
  677  plan.
  678         (2) For any affiliation reported by a managed care plan
  679  under subsection (1), the report must include all of the
  680  following:
  681         (a) The percentage of ownership or control of any person or
  682  affiliate with whom the managed care plan has had business
  683  transactions totaling in the aggregate more than $25,000 during
  684  the prior 12-month period in the annual achieved savings rebate
  685  financial reporting required under s. 409.967(3) and
  686  identification of the specific contract or contracts involved in
  687  such business transactions.
  688         (b) Any significant business transactions between the
  689  managed care plan and any affiliated person during the 12-month
  690  period in the annual achieved savings rebate financial reporting
  691  required under s. 409.967(3).
  692         (3) Each managed care plan shall report any change in
  693  information required by subsection (1) to the agency and the
  694  Office of Insurance Regulation in writing within 60 days after
  695  the change occurs.
  696         (4) By December 31, 2026, and annually thereafter, the
  697  agency shall calculate, analyze, and publicly report on the
  698  agency’s website an assessment of affiliated entity payment
  699  transactions in the Medicaid program for medical benefit and
  700  administrative costs as reported for purposes of the achieved
  701  savings rebate. The baseline assessment, at a minimum, must
  702  include achieved savings rebate transactions for the years 2021,
  703  2022, and 2023; the amount and associated percentage of
  704  affiliated entity payments within the medical loss ratio; and
  705  the payment deviation percentages and associated amounts at the
  706  Healthcare Common Procedure Coding System level for affiliated
  707  entities as compared to nonaffiliated entities. The assessment
  708  must also compare payment amounts for value-based or alternative
  709  payment arrangements.
  710         Section 7. Present paragraphs (b), (c), and (d), and (e)
  711  through (x) of subsection (1) of section 626.8825, Florida
  712  Statutes, are redesignated as paragraphs (c), (d), and (e), and
  713  (g) through (z), respectively, new paragraphs (b) and (f) are
  714  added to that subsection, and present paragraph (u) of
  715  subsection (1), paragraphs (e) and (g) of subsection (2), and
  716  paragraphs (c) and (h) of subsection (3) of that section are
  717  amended, to read:
  718         626.8825 Pharmacy benefit manager transparency and
  719  accountability.—
  720         (1) DEFINITIONS.—As used in this section, the term:
  721         (b)“Affiliated manufacturer” means a prescription drug
  722  manufacturer permitted under chapter 499 or a private label
  723  distributor as defined in 21 C.F.R. s. 207.1 which directly or
  724  indirectly through one or more intermediaries:
  725         1. Has an investment or ownership interest in a pharmacy
  726  benefit manager holding a certificate of authority issued under
  727  this part;
  728         2. Shares common ownership with a pharmacy benefit manager
  729  holding a certificate of authority issued under this part; or
  730         3. Has an investor or a holder of an ownership interest
  731  which is a pharmacy benefit manager holding a certificate of
  732  authority issued under this part.
  733         (f) “Covered prescription drug” means any drug or biologic
  734  included in a pharmacy benefit manager’s formulary which is paid
  735  for as a pharmacy benefit under the plan at any of the plan’s
  736  network pharmacies.
  737         (w)(u) “Pharmacy benefits plan or program” means a plan or
  738  program that pays for, reimburses, covers the cost of, or
  739  provides access to discounts on pharmacist services provided by
  740  one or more pharmacies to covered persons who reside in, are
  741  employed by, or receive pharmacist services from this state.
  742         1. The term includes, but is not limited to, health
  743  maintenance organizations, health insurers, self-insured
  744  employer health plans, discount card programs, and government
  745  funded health plans, including the Statewide Medicaid Managed
  746  Care program established pursuant to part IV of chapter 409 and
  747  the state group insurance program pursuant to part I of chapter
  748  110.
  749         2. The term excludes such a plan or program under s. 430.84
  750  or chapter 440.
  751         (2) CONTRACTS BETWEEN A PHARMACY BENEFIT MANAGER AND A
  752  PHARMACY BENEFITS PLAN OR PROGRAM.—In addition to any other
  753  requirements in the Florida Insurance Code, all contractual
  754  arrangements executed, amended, adjusted, or renewed on or after
  755  July 1, 2023, which are applicable to pharmacy benefits covered
  756  on or after January 1, 2024, between a pharmacy benefit manager
  757  and a pharmacy benefits plan or program must include, in
  758  substantial form, terms that ensure compliance with all of the
  759  following requirements and that, except to the extent not
  760  allowed by law, shall supersede any contractual terms to the
  761  contrary:
  762         (e) Include network adequacy requirements that meet or
  763  exceed Medicare Part D program standards for convenient access
  764  to the network pharmacies set forth in 42 C.F.R. s.
  765  423.120(a)(1) and that:
  766         1. Do not limit a network to solely include affiliated
  767  pharmacies;
  768         2. Require a pharmacy benefit manager to offer a provider
  769  contract to licensed pharmacies physically located on the
  770  physical site of providers that are:
  771         a. Within the pharmacy benefits plan’s or program’s
  772  geographic service area and that have been specifically
  773  designated as essential providers by the Agency for Health Care
  774  Administration pursuant to s. 409.975(1)(a);
  775         b. Designated as cancer centers of excellence under s.
  776  381.925, regardless of the pharmacy benefits plan’s or program’s
  777  geographic service area;
  778         c. Organ transplant hospitals, regardless of the pharmacy
  779  benefits plan’s or program’s geographic service area;
  780         d. Hospitals licensed as specialty children’s hospitals as
  781  defined in s. 395.002; or
  782         e. Regional perinatal intensive care centers as defined in
  783  s. 383.16(2), regardless of the pharmacy benefits plan’s or
  784  program’s geographic service area.
  785  
  786  Such provider contracts must be solely for the administration
  787  and or dispensing of covered prescription drugs, including
  788  biological products, which are administered through infusions,
  789  intravenously injected, or inhaled during a surgical procedure
  790  or are covered parenteral drugs, as part of onsite outpatient
  791  care;
  792         3. Do not require a covered person to receive a
  793  prescription drug by United States mail, common carrier, local
  794  courier, third-party company or delivery service, or pharmacy
  795  direct delivery unless the prescription drug cannot be acquired
  796  at any retail pharmacy in the pharmacy benefit manager’s network
  797  for the covered person’s pharmacy benefits plan or program. This
  798  subparagraph does not prohibit a pharmacy benefit manager from
  799  operating mail order or delivery programs on an opt-in basis at
  800  the sole discretion of a covered person, provided that the
  801  covered person is not penalized through the imposition of any
  802  additional retail cost-sharing obligations or a lower allowed
  803  quantity limit for choosing not to select the mail order or
  804  delivery programs;
  805         4. For the in-person administration of covered prescription
  806  drugs, prohibit requiring a covered person to receive pharmacist
  807  services from an affiliated pharmacy or an affiliated health
  808  care provider; and
  809         5. Prohibit offering or implementing pharmacy networks that
  810  require or provide a promotional item or an incentive, defined
  811  as anything other than a reduced cost-sharing amount or enhanced
  812  quantity limit allowed under the benefit design for a covered
  813  drug, to a covered person to use an affiliated pharmacy or an
  814  affiliated health care provider for the in-person administration
  815  of covered prescription drugs; or advertising, marketing, or
  816  promoting an affiliated pharmacy to covered persons. Subject to
  817  the foregoing, a pharmacy benefit manager may include an
  818  affiliated pharmacy in communications to covered persons
  819  regarding network pharmacies and prices, provided that the
  820  pharmacy benefit manager includes information, such as links to
  821  all nonaffiliated network pharmacies, in such communications and
  822  that the information provided is accurate and of equal
  823  prominence. This subparagraph may not be construed to prohibit a
  824  pharmacy benefit manager from entering into an agreement with an
  825  affiliated pharmacy to provide pharmacist services to covered
  826  persons.
  827         (g) Prohibit a pharmacy benefit manager from instituting a
  828  network that requires a pharmacy to meet accreditation standards
  829  inconsistent with or more stringent than applicable federal and
  830  state requirements for licensure and operation as a pharmacy in
  831  this state. However, a pharmacy benefit manager may specify
  832  additional specialty networks that require enhanced standards
  833  related to the safety and competency necessary to meet the
  834  United States Food and Drug Administration’s limited
  835  distribution requirements for dispensing any drug that, on a
  836  drug-by-drug basis, requires extraordinary special handling,
  837  provider coordination, or clinical care or monitoring when such
  838  extraordinary requirements cannot be met by a retail pharmacy.
  839  For purposes of this paragraph, drugs requiring extraordinary
  840  special handling are limited to drugs that are subject to a risk
  841  evaluation and mitigation strategy approved by the United States
  842  Food and Drug Administration and that:
  843         1. Require special certification of a health care provider
  844  to prescribe, receive, dispense, or administer; or
  845         2. Require special handling due to the molecular complexity
  846  or cytotoxic properties of the biologic or biosimilar product or
  847  drug.
  848  
  849  For participation in a specialty network, a pharmacy benefit
  850  manager may not require a pharmacy to meet requirements for
  851  participation beyond those necessary to demonstrate the
  852  pharmacy’s ability to dispense the drug in accordance with the
  853  United States Food and Drug Administration’s approved
  854  manufacturer labeling.
  855         (3) CONTRACTS BETWEEN A PHARMACY BENEFIT MANAGER AND A
  856  PARTICIPATING PHARMACY.—In addition to other requirements in the
  857  Florida Insurance Code, a participation contract executed,
  858  amended, adjusted, or renewed on or after July 1, 2023, that
  859  applies to pharmacist services on or after January 1, 2024,
  860  between a pharmacy benefit manager and one or more pharmacies or
  861  pharmacists, must include, in substantial form, terms that
  862  ensure compliance with all of the following requirements, and
  863  that, except to the extent not allowed by law, shall supersede
  864  any contractual terms in the participation contract to the
  865  contrary:
  866         (c) A prohibition of financial clawbacks, reconciliation
  867  offsets, or offsets to adjudicated claims. A pharmacy benefit
  868  manager may not charge, withhold, offset, or recoup any direct
  869  or indirect remuneration fees, dispensing fees, brand name or
  870  generic effective rate adjustments through reconciliation, or
  871  any other monetary charge, withholding, or recoupments as
  872  related to discounts, multiple network reconciliation offsets,
  873  adjudication transaction fees, and any other instance when an
  874  amount a fee may be recouped from a pharmacy if such action
  875  would result in a reduction in the amount paid to the pharmacy
  876  or pharmacist. This prohibition does not apply to:
  877         1. Any incentive payments provided by the pharmacy benefit
  878  manager to a network pharmacy for meeting or exceeding
  879  predefined quality measures, such as Healthcare Effectiveness
  880  Data and Information Set measures; recoupment due to an
  881  erroneous claim, fraud, waste, or abuse; a claim adjudicated in
  882  error; a maximum allowable cost appeal pricing adjustment; or an
  883  adjustment made as part of a pharmacy audit pursuant to s.
  884  624.491.
  885         2. Any recoupment that is returned to the state for
  886  programs in chapter 409 or the state group insurance program in
  887  s. 110.123.
  888         (h) The pharmacy benefit manager shall provide a reasonable
  889  administrative appeal procedure to allow a pharmacy or
  890  pharmacist to challenge the maximum allowable cost pricing
  891  information and the reimbursement made under the maximum
  892  allowable cost as defined in s. 627.64741 for a specific drug as
  893  being below the acquisition cost available to the challenging
  894  pharmacy or pharmacist.
  895         1. The administrative appeal procedure must include a
  896  telephone number and e-mail address, or a website, for the
  897  purpose of submitting the administrative appeal. The appeal may
  898  be submitted by the pharmacy or an agent of the pharmacy
  899  directly to the pharmacy benefit manager or through a pharmacy
  900  service administration organization. The administrative appeal
  901  process must allow a pharmacy or pharmacist the option to submit
  902  an electronic spreadsheet or similar electronic document
  903  containing a consolidated administrative appeal representing
  904  multiple adjudicated claims that share the same drug and day
  905  supply and have a date of service occurring within the same
  906  calendar month. The pharmacy or pharmacist must be given at
  907  least 30 business days after a maximum allowable cost update or
  908  after an adjudication for an electronic claim or reimbursement
  909  for a nonelectronic claim to file the administrative appeal.
  910         2. The pharmacy benefit manager must respond to the
  911  administrative appeal within 30 business days after receipt of
  912  the appeal.
  913         3. If the appeal is upheld, the pharmacy benefit manager
  914  must:
  915         a. Update the maximum allowable cost pricing information to
  916  at least the acquisition cost available to the pharmacy;
  917         b. Permit the pharmacy or pharmacist to reverse and rebill
  918  the claim in question;
  919         c. Provide to the pharmacy or pharmacist the national drug
  920  code on which the increase or change is based; and
  921         d. Make the increase or change effective for each similarly
  922  situated pharmacy or pharmacist who is subject to the applicable
  923  maximum allowable cost pricing information.
  924         4. If the appeal is denied, the pharmacy benefit manager
  925  must provide to the pharmacy or pharmacist the national drug
  926  code and the name of the national or regional pharmaceutical
  927  wholesalers operating in this state which have the drug
  928  currently in stock at a price below the maximum allowable cost
  929  pricing information.
  930         5. Beginning August 15, 2026 Every 90 days, a pharmacy
  931  benefit manager shall report to the office the total number of
  932  appeals received and denied in the preceding quarter 90-day
  933  period, with an explanation or reason for each denial, for each
  934  specific drug for which an appeal was submitted pursuant to this
  935  paragraph. The deadlines for each filing are March 1 for the
  936  preceding years fourth quarter; May 15 for each years first
  937  quarter; August 15 for each years second quarter; and November
  938  15 for each years third quarter.
  939         Section 8. Subsection (7) of section 626.8827, Florida
  940  Statutes, is amended, and subsections (8), (9), and (10) are
  941  added to that section, to read:
  942         626.8827 Pharmacy benefit manager prohibited practices.—In
  943  addition to other prohibitions in this part, a pharmacy benefit
  944  manager may not do any of the following:
  945         (7) Fail to comply with the requirements in s. 624.491 or
  946  s. 626.8825, or breach contractual terms required under s.
  947  626.8825.
  948         (8) Prohibit or restrict a pharmacy from declining to
  949  dispense a drug if the reimbursement rate for the drug is less
  950  than the actual acquisition cost to the pharmacy.
  951         (9) Reimburse a pharmacy less than it reimburses an
  952  affiliate pharmacy.
  953         (10) Maintain an ownership interest, investment interest,
  954  or common ownership with an affiliated manufacturer, or share
  955  any investor or holder of an ownership interest with an
  956  affiliated manufacturer.
  957         Section 9. Subsection (1) of section 627.42392, Florida
  958  Statutes, is amended to read:
  959         627.42392 Prior authorization.—
  960         (1) As used in this section, the term “health insurer”
  961  means an authorized insurer offering health insurance as defined
  962  in s. 624.603, a managed care plan as defined in s. 409.962 s.
  963  409.962(10), or a health maintenance organization as defined in
  964  s. 641.19(12).
  965         Section 10. Except as otherwise provided in this act and
  966  except for this section, which shall take effect upon this act
  967  becoming a law, this act shall take effect July 1, 2026.