Agenda Item   

AGENDA STAFF REPORT

 

                                                                                                                        ASR Control  23-000359

 

MEETING DATE:

05/09/23

legal entity taking action:

Board of Supervisors

board of supervisors district(s):

All Districts

SUBMITTING Agency/Department:

County Executive Office   (Approved)

Department contact person(s):

Kim Derrick (714) 834-2564 

 

 

Robin Gurien (714) 834-7114

 

 

Subject:  Approve 2024 Medicare Retiree Insured Health Plan Agreements

 

      ceo CONCUR

County Counsel Review

Clerk of the Board

          Concur

Approved Agreement to Form

Discussion

 

 

3 Votes Board Majority

 

 

 

    Budgeted: N/A

Current Year Cost:   N/A

Annual Cost: N/A

 

 

 

    Staffing Impact:

No

# of Positions:            

Sole Source:   No

    Current Fiscal Year Revenue: N/A

   Funding Source:     N/A

County Audit in last 3 years: No

   Levine Act Review Completed: Yes

 

    Prior Board Action:         3/8/2022 #9, 1/12/2021 #18, 10/22/2019 #28, 7/16/2019 #9

 

RECOMMENDED ACTION(S):

 

Authorize the Chief Human Resources Officer or designee to execute the Administrative Service Agreements with Humana Insurance Company, Kaiser Foundation Health Plan, Inc., and SCAN Health Plan for Medicare-eligible retiree health plans for employees effective January 1, 2024, through December 31, 2026, renewable for two additional one-year periods per Board policy.

 

 

 

 

SUMMARY:

 

Approval of the agreements with Humana Insurance Company, Kaiser Foundation Health Plan, Inc., and SCAN Health Plan will allow the County to continue to provide health plans to County of Orange Medicare-eligible retirees.

 

 

 

BACKGROUND INFORMATION:

 

The County has existing agreements with Anthem, Kaiser Foundation Health Plan, Inc. (Kaiser), and SCAN Health Plan (SCAN) to provide health plans for Medicare-eligible retirees. In anticipation of the expiration of the current agreements, Human Resource Services (HRS) issued a Request for Proposal (RFP) on January 10, 2023, to solicit health plan proposals from qualified vendors for County of Orange Medicare-eligible retirees.  This process allowed HRS to assess the cost of the current agreements as well as new proposals for health plan services. The Orange County Preference Policy (OCPP) was applicable and incorporated into this solicitation. No qualified OCPP vendors were submitted. The RFP closed on February 7, 2023, and the County received four proposals from the following vendors:

 

 - Anthem Blue Cross (Elevance Health)

 - Humana Insurance Company

 - Kaiser Foundation Health Plan, Inc.

 - SCAN Health Plan

 

RFP EVALUATION PROCESS:

An evaluation committee was established consisting of three members, which included two staff from HRS/Employee Benefits and one County retiree. The County’s Benefits Consultant, Mercer Health and Benefits, provided analytical support and summary exhibits to the committee in the complex areas of provider geographical access match, plan design differences, performance guarantees, administrative capabilities, program enhancements, and preliminary health plan rates. A County Deputy Purchasing Agent (DPA) attended all committee meetings to monitor the selection process.

 

The evaluation committee was charged with selecting vendors that best meets the needs of the County based on the following criteria:

 

 - Qualification & Experience

 - Provider Network (Access)

 - Customer Service Capabilities

 - Proposed Contract Terms/Limitations/Caveats

 - Ability to Match Existing Benefits/Plan Design Provisions

 - Performance Standards and Guarantees

 - Administrative and System Capabilities

 - Overall Responsiveness

 - Cost and Credits

 

The evaluation process consisted of two phases:

 

PHASE I:

The committee evaluated each proposal in accordance with the pre-determined criteria outlined above and independently scored each proposal. The members of the evaluation committee met to discuss their individual observations, comments, and scores for each criteria in the four proposals.  The DPA documented the committee member’s scores and established a rank order for the proposals.

 

PHASE II:

All four vendors were invited to make an oral presentation to the evaluation committee. Following oral presentations, the members of the evaluation committee completed the scoring process for the finalist proposals.  See Attachment A for the final scoring sheet for all proposals.

 

RFP FINALIST SCORING:

 

The table below represents the aggregate scoring of the committee with respect to the finalist’s proposals. The results from the evaluation committee are presented in rank order below:

 

 

 

PROPOSER

FINAL SCORE

Humana Insurance Company

80.5

SCAN Health Plan

76.7

Anthem Blue Cross (Elevance Health)

75.7

Kaiser Foundation Health Plan, Inc.

73.7

 

Based upon the results of the evaluation process, the evaluation committee recommends that your honorable Board continue the Kaiser and SCAN HMO plans and offer a new Humana PPO plan for Medicare-eligible retirees. It is duly noted that the third-place proposer is not being recommended. Purusant to County's Procurement Manual Section 4.3.116, award of the contract will be made to the responsible bidder whose proposal best meets the County’s requirements. The third-place bidder proposed the highest premium for County Medicare Retirees. This represented the greatest percent increase over 2023 Medicare Retiree rates. Furthermore the first-place bidder’s PPO network is similar to the third-place bidder’s PPO network. Thus, the first-place bidder's premiums represents a 53 to 69 percent decrease from the third-place bidder’s 2023 rates with little to no impact to whom retirees receive their health care services from. Since County Retirees pay 100 percent of the monthly premium, the panel found it important to pass the cost savings on to retirees. Additional justification for this selection can be found in the following carrier summaries.

 

Humana Insurance Company

 

Humana Insurance Company (Humana) was founded in 1961 and has been offering group Medicare plans since 1990 and Medicare Advantage plans since 2003. Humana is the second-largest provider of Medicare Advantage plans in the United States. Their plans are among the highest rated by the Centers for Medicare & Medicaid Services (CMS) and have been recognized as the best overall Medicare Advantage plans since 2020.

 

Humana provides customer service from 5am to 6pm Monday through Friday. After-hours assistance is offered via their 24-hour interactive voice response (IVR) system that can assist members with commonly asked questions and requests such as verification of benefits and eligibility, claim status, and proof of coverage. Humana’s Medicare Advantage Plan includes a suite of health management programs including health coaching, fitness membership, in-home health services, and telehealth access. 

 

HRS/Employee Benefits is recommending replacing Anthem’s Medicare HMO and PPOs with one Humana Passive PPO. Humana’s Passive PPO offering will allow retirees and their dependents to select any practitioner, whether In-Network or Out-of-Network, for the same deductible and co-payments, and with no coinsurance. Humana’s monthly premiums are significantly lower than all proposed County Medicare-Advantage plans.

 

As part of their proposal, Humana is offering a performance guarantee that pays the County up to $100,000 of annual premiums in 2024 if specific performance guarantees are not met, including year one implementation guarantees. Humana offered up to $45,000 premium at risk for plan years 2025 and 2026. They have also offered a $25,000 implementation credit that can be used to announce the new plan to retirees and educate them about plan options in advance of Open Enrollment. Humana also offered to reimburse the County their pro-rata share of the cost for OE communication development and distribution.

 

The Humana agreement does not currently include subcontractors or pass through to other providers. See Attachment L for Contract Summary Form.

 

Kaiser Foundation Health Plan, Inc.

 

Founded in 1945, Kaiser Foundation Health Plan, Inc. (Kaiser) is one of the nation’s largest non-profit group health plans and one of America’s leading integrated healthcare organizations. Their care delivery organization offers integrated care in which hospital, primary care, and specialist providers in all areas work collaboratively to share information, simplify coordination of care, and focus on total health. Their unique model is looked upon as an extremely effective way to enhance efficiency and manage complex diseases while containing costs. Kaiser is accredited by the National Committee of Quality Assurance (NCQA) and has continually received excellent ratings.

 

As a vendor for the County for more than 30 years, Kaiser continues to provide a high level of quality care to County Medicare-eligible retirees through its Senior Advantage Plan. Customer Service Representatives are available 24 hours a day, 7 days a week to assist County retirees. In addition, Kaiser offers access to medical advice from a nurse 24 hours a day, 7 days a week to assist with urgent care needs and direct them to appropriate medical care.

 

Continuing to offer Kaiser is in the best interest of the County and County retirees. With over 1,800 pre-65 and post-65 subscribers plus their covered dependents, Kaiser has the highest enrollment. Kaiser is a fully integrated company with a closed network of doctors, medical groups, and hospitals. If the County were to no longer offer Kaiser as an available option, 100 percent of the retirees and their covered dependents enrolled in Kaiser would encounter a disruption in services and would have to find new providers for their medical needs.

 

As part of their proposal, Kaiser has agreed to provide $15,000 for retiree-specific wellness programs for plan year 2024. The wellness fund will be re-evaluated annually and must be used for programs approved by Kaiser.

 

Kaiser has agreed to performance guarantee savings for up to 2 percent of premium per year if specific performance targets are not met in areas of member services, claims accuracy, member satisfaction, account management, and quality of care.  The Contractor’s performance has been confirmed as satisfactory. HRS/Employee Benefits has verified there are no concerns that must be addressed with respect to Contractor’s ownership/name, litigation status or conflicts with County interests.

 

The Kaiser agreement includes subcontractors. See Attachment M for information regarding subcontractors and Contract Summary Form.

 

SCAN Health Plan

 

SCAN Health Plan (SCAN) has over 30 years operating as a Medicare Advantage plan and is the second largest non-profit Medicare Advantage plan in California.  SCAN currently provides health plans for a number of public sector and private sector clients including the Los Angeles County Employees Retirement Association, the County of Riverside, and The Boeing Company.  SCAN focuses exclusively on Medicare-eligible retirees and develops its plan designs, services, and rates as such. Currently, 433 Medicare-eligible retirees are enrolled in County’s SCAN Health Plan.

 

The committee recommends the County retain SCAN health plan in order to provide its unique and robust in-home service option for Medicare-eligible retirees. SCAN’s innovative Independent Living Power (ILP) service helps to keep group premiums low by providing members with the extra help that may be necessary for independent living. Continuing to offer SCAN is in the best interest of the County. SCAN’s unique in-home services known as ILP, keeps people on Medicare healthy and independent. These services can help participants during recovery from a hospital stay or provide support during an acute episode of long-term illness. Many seniors find these services provide the extra assistance necessary to stay out of a nursing home. While most Medicare Advantage Plans include non-skilled in-home care such as medication management and mobility assistance, SCAN includes those services as well as light housekeeping, grocery shopping, cooking, and caregiver relief. Participants that qualify for Independent Living Power are eligible for up to $850 per month for these additional services.

 

SCAN also agreed to offer $15,000 in retiree-specific wellness programs, thereby allowing the County to continue offering a retiree wellness fair as well as other events to enhance County retirees’ activity and engagement. SCAN is providing a performance guarantee that pays the County up to 2 percent of annual premiums if specific performance guarantees are not met for areas specific to customer service, and eligibility processing and account management. The Contractor’s performance has been confirmed as satisfactory. HRS/Employee Benefits has verified there are no concerns that must be addressed with respect to Contractor’s ownership/name, litigation status or conflicts with County interests.

 

The SCAN agreement does not currently include subcontractors or pass through to other providers. See Attachment N for Contract Summary Form.

 

2024 Health Plan Rates for Medicare Retirees

 

Due to the timing of the RFP, the recombining of the active employees and the pre-65 retirees, separating the agreements and eligibility for the Medicare retirees, and the uncertainty of which vendors would be selected, the RFP was done far in advance of normal rate setting process. The CMS final advance rate notice for Medicare Advantage Plans has not yet been released to the vendors.  Therefore, the rates bid by the vendors are preliminary.

 

The selected vendors provided the preliminary rates:

 

- Humana Passive PPO: minimum decrease of 53 percent to 69 percent from Anthem’s

  Standard and Custom current 2023 plan rates respectively.

- Kaiser HMO – Not to exceed 12.4 percent increase.

- SCAN HMONot to exceed 0 percent increase.

 

We will be returning to the Board in July with the actual rates for your approval.

 

Model Contract Modifications

 

The Administrative Services Agreements (ASAs) before your Board contain language modifications to the County’s model contract, which have been deemed as acceptable by HRS, County Counsel and Risk Management. Specifically, Humana provides captive insurance and have provided County Risk Management information on self-insurance retention and group structure. The ASAs for Humana and Kaiser include non-standard indemnification and insurance terms.  Risk Management has reviewed and approved as per the Risk Assessment Forms on Attachments O and P. SCAN adopted the indemnity language and insurance provisions from the Model Contract and does not require a Risk Assessment Form.  Humana, Kaiser, and SCAN services are Covered Entities under the HIPAA Privacy Rule and are obligated to maintain the confidentiality of any protected health information relating to health care benefits, based on extensive California regulations, under a health services agreement. The only information the County transmits to these health plans is to determine eligibility of County employees and retirees.

 

Group Service Agreements (GSA)

 

The GSAs outline the health benefits coverage offered to County of Orange Medicare-eligible retirees enrolled in the Humana, Kaiser, and SCAN plans. These documents are subject to final approval by the State of California’s Department of Managed Care and are therefore not subject to County Purchasing policies. State approval is anticipated in December 2023 for a January 1, 2024, effective date. Attachments I, J, and K are the summaries of the GSAs.

 

Prior Board Actions

 

On March 8, 2022, the Board approved Amendment Number Five to Administrative Services Agreement with Anthem Blue Cross, SCAN, and Kaiser Permanente Medicare-eligible retiree health plans, January 1, 2023, through December 31, 2023; and authorized the Chief Human Resources Officer or designee to execute amendment and 2023 Group Service/Benefit Policies and amend underlying agreements.

 

On January 12, 2021, the Board approved Amendment Number Four to Administrative Services Agreement with Anthem Blue Cross, SCAN, and Kaiser Permanente Medicare-eligible retiree health plans, January 1, 2022, through December 31, 2022; and authorized the Chief Human Resources Officer or designee to execute amendment and 2022 Group Service/Benefit Policies and amend underlying agreements.

 

On October 22, 2019, the Board approved Amendment Number Three to Administrative Services agreement with Anthem Blue Cross, SCAN, and Kaiser Permanente Medicare-eligible retiree health plans, January 1, 2021, through December 31, 2021; and authorized the Chief Human Resources Officer or designee to execute amendments and amend underlying agreements.

 

On July 16, 2019, the Board approved Amendment Number Two to Administrative Services agreements with Anthem Blue Cross, SCAN, and Kaiser Permanente Medicare-eligible retiree health plans, January 1, 2020, through December 31, 2020; and authorized the Chief Human Resources Officer or designee to execute amendments and amend underlying agreements.

 

 

 

FINANCIAL IMPACT:

 

These agreements contain preliminary rates:

 

 - Humana – minimum decrease of 53 percent to 69 percent from Anthem’s current 2023 rates.

   Guaranteed not to increase when finalized.

 - Kaiser – not to exceed 12.4 percent increase

 - SCANnot to exceed 0 percent increase

 

The retiree rates are paid by the retiree with offset by the Retiree Medical Grant, if applicable. There is no County cost.

 

HRS will be returning to the Board in July with the final 2024 health plan rates for your approval.

 

The agreements proposed in this agenda item contains language which permits reduction or termination with thirty (30) days’ notice. Because of the essential nature of these services, the department believes it is prudent to proceed with this item as recommended.

 

 

 

 

STAFFING IMPACT:

 

N/A

 

 

 

ATTACHMENT(S):

 

Attachment A – Final Scoring Summary
Attachment B – Final Panel Scoring Sheets
Attachment C – Humana Administrative Services Agreement
Attachment D – Kaiser Administrative Services Agreement
Attachment E – SCAN Administrative Services Agreement
Attachment F – Benefits Summary - Humana
Attachment G – Benefits Summary - Kaiser
Attachment H – Benefits Summary - SCAN
Attachment I – Redline ASA: Revisions from Model Contract-Humana
Attachment J – Redline ASA: Revisions from Current Agreement - Kaiser
Attachment K – Redline ASA: Revisions from Current Agreement - SCAN
Attachment L – Contract Summary Form - Humana
Attachment M – Contract Summary Form - Kaiser
Attachment N – Contract Summary Form - SCAN
Attachment O – Risk Assessment Form - Humana
Attachment P – Risk Assessment Form - Kaiser