By:  Nelson                                           S.B. No. 1754
         Line and page numbers may not match official copy.
         Bill not drafted by TLC or Senate E&E.
                                A BILL TO BE ENTITLED
 1-1                                   AN ACT
 1-2     relating to the information practices of government and to certain
 1-3     information practices of the private sector that affect the privacy
 1-4     of citizens of this state; providing penalties and creating a
 1-5     privacy task force.
 1-6           BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:
 1-7           SECTION 1.  Title 2, Health and Safety Code, is amended by
 1-8     adding Subtitle I to read as follows:
 1-9                        SUBTITLE I.  MEDICAL RECORDS
1-10                    CHAPTER 181.  MEDICAL RECORDS PRIVACY
1-11                      SUBCHAPTER A.  GENERAL PROVISIONS
1-12           Sec. 181.001.  DEFINITIONS.  In this chapter:
1-13                 (1)  "Administrative billing information" means
1-14     protected health information that is necessary for the payment or
1-15     administration of health care claims.  The term:
1-16                       (A)  includes only:
1-17                             (i)  date of service;
1-18                             (ii)  billed charges;
1-19                             (iii)  identifiers of the individual who is
1-20     the subject of the protected health information;
1-21                             (iv)  diagnostic and treatment information
1-22     contained in standard billing codes;
1-23                             (v)  information required by nationally
 2-1     recognized third-party health care claim forms; and
 2-2                             (vi)  protected health information that is
 2-3     part of a health care delivery review; and
 2-4                       (B)  does not include a clinical health record
 2-5     included or requested as an attachment to administrative billing
 2-6     information.
 2-7                 (2)  "Clinical health record" means a record of any
 2-8     protected health information, other than administrative billing
 2-9     information, that is used or maintained by or for a health care
2-10     practitioner or facility or an employee, agent, or contractor of a
2-11     health care practitioner or facility for the purpose of delivering
2-12     health care to an individual.
2-13                 (3)  "Covered entity" means any person who for
2-14     commercial, or professional gain, monetary fees, or dues, or on a
2-15     cooperative, nonprofit or pro bono basis engages, in whole or in
2-16     part, directly or indirectly, and with real or constructive
2-17     knowledge, in the practice of assembling, collecting, analyzing,
2-18     using, evaluating, storing, or transmitting protected health
2-19     information.  The term includes, medical information bureaus, and
2-20     pharmaceutical companies.  The term does not include health care
2-21     entities; third party administrators; employers; or educational
2-22     institutions governed by Federal Educational Rights and Privacy Act
2-23     or exempted under HIPAA.
2-24                 (4)  "Disclose" means to release, publish, share,
2-25     transfer, transmit, distribute, show, or otherwise divulge
2-26     protected health information to a person outside the entity holding
 3-1     the information other than the individual who is the subject of the
 3-2     information.
 3-3                 (5)  "Disease management" means a multidisciplinary,
 3-4     continuum-based approach to health care delivery that:
 3-5                       (A)  proactively identifies populations with, or
 3-6     at risk for, established medical conditions and supports the
 3-7     physician-patient relationship and plan of care;
 3-8                       (B)  emphasizes prevention of complications by
 3-9     using cost-effective, evidence-based practice guidelines and
3-10     patient empowerment strategies, including self-management
3-11     education; and
3-12                       (C)  continuously evaluates clinical, humanistic,
3-13     and economic outcomes with the goal of improving overall health.
3-14                 (6)  "Financial institution" means a state or federally
3-15     chartered bank, savings bank, savings and loan association, credit
3-16     union, or a holding company, subsidiary, or affiliate of such an
3-17     institution.
3-18                 (7)  "Health care entity" means any person, other than
3-19     a pharmaceutical company, that:
3-20                       (A)  is a health researcher, health care
3-21     facility, clinic, or health care practitioner; or
3-22                       (B)  is an employee, agent, or contractor of a
3-23     person described by Paragraph (A) to the extent the employee,
3-24     agent, or contractor creates, receives, obtains, maintains, uses,
3-25     or transmits protected health information;
3-26                       (C)  is a governmental entity that uses or
 4-1     discloses protected health information; or
 4-2                       (D)  is a governmental entity not conducting an
 4-3     investigation or prosecution of a criminal offense.
 4-4                 (8)  "Health care facility" means any facility licensed
 4-5     to provide health care or legally and regularly engaged in
 4-6     providing health care, an employee, agent, affiliate or contractor
 4-7     of the facility, or a health care practitioner with whom the
 4-8     facility has an agreement or affiliation for the purpose of
 4-9     providing, delivering, or arranging health care.  The term includes
4-10     a hospital, long-term care facility, or pharmacy.  The term does
4-11     not include an employer, health care payer, or health maintenance
4-12     organization.
4-13                 (9)  "Health care operations" means any of the
4-14     following activities of a covered entity or health care entity, and
4-15     any of the following activities of an organized health care
4-16     arrangement in which a covered entity or health care entity
4-17     participates:
4-18                       (A)  conducting quality assessment and
4-19     improvement activities, including outcomes evaluation and
4-20     development of clinical guidelines, provided that obtaining general
4-21     knowledge is not the primary purpose of any studies resulting from
4-22     those activities;
4-23                       (B)  conducting population-based activities
4-24     relating to:
4-25                             (i)  improving health or reducing health
4-26     care costs;
 5-1                             (ii)  protocol development;
 5-2                             (iii)  case management and care
 5-3     coordination; and
 5-4                             (iv)  contacting health care providers and
 5-5     patients with information about treatment alternatives;
 5-6                       (C)  conducting related functions that do not
 5-7     include treatment;
 5-8                       (D)  reviewing the competence or qualifications
 5-9     of health care professionals;
5-10                       (E)  evaluating practitioner and provider
5-11     performance and health plan performance;
5-12                       (F)  conducting training programs in which
5-13     students, trainees, or practitioners in areas of health care learn
5-14     under supervision to practice or improve their skills as health
5-15     care providers;
5-16                       (G)  training of non-health care professionals
5-17     and accreditation, certification, licensing, or credentialing
5-18     activities;
5-19                       (H)  ceding, securing, or placing a contract for
5-20     reinsurance of risk relating to claims for health care, including
5-21     stop-loss insurance and excess of loss insurance;
5-22                       (I)  conducting or arranging for medical review,
5-23     legal services, and auditing functions, including fraud and abuse
5-24     detection and compliance programs;
5-25                       (J)  business planning and development, including
5-26     conducting cost-management and planning-related analyses related to
 6-1     managing and operating the entity, formulary development and
 6-2     administration, and development or improvement of methods of
 6-3     payment or coverage policies;
 6-4                       (K)  business management and general
 6-5     administrative activities of the entity, including:
 6-6                             (i)  management activities relating to
 6-7     implementation of and compliance with the requirements of this
 6-8     chapter;
 6-9                             (ii)  customer service, including the
6-10     provision of data analyses for policyholders, plan sponsors, or
6-11     other customers, provided that protected health information is not
6-12     disclosed to the policyholder, plan sponsor, or customer;
6-13                             (iii)  resolution of internal grievances;
6-14                             (iv)  due diligence in connection with the
6-15     sale or transfer of assets to a potential successor in interest, if
6-16     the potential successor in interest is a covered entity or,
6-17     following completion of the sale or transfer, will become a covered
6-18     entity; and
6-19                             (v)  consistent with the applicable
6-20     requirements of the Health Insurance Portability and Accountability
6-21     Act and Privacy Standards as defined in this bill, creating
6-22     deidentified health information and fund-raising for the benefit of
6-23     the health care entity; and
6-24                       (L)  administering health plan benefits.
6-25                 (10)  "Health care payer" means any person who provides
6-26     payment or reimbursement for health care.
 7-1                 (11)  "Health care practitioner" means a person,
 7-2     including a physician, nurse, chiropractor, midwife, podiatrist,
 7-3     physician assistant, pharmacist, or optometrist, who:
 7-4                       (A)  is licensed, certified, registered, or
 7-5     otherwise authorized by law to provide an item or service that, in
 7-6     the ordinary course of business, constitutes health care;
 7-7                       (B)  is an employee, agent, or contractor of a
 7-8     person described by Paragraph (A) who is supervised by the person
 7-9     described by Paragraph (A) in providing health care; or
7-10                       (C)  is a health care facility with whom the
7-11     person has an agreement or affiliation for the purpose of
7-12     providing, delivering, or arranging health care.
7-13                 (12)  "Health Insurance Portability and Accountability
7-14     Act and Privacy Standards" means the privacy requirements of the
7-15     Administrative Simplification subtitle of the Health Insurance
7-16     Portability and Accountability Act of 1996 (Pub. L. No. 104-191)
7-17     and the final rules adopted on December 28, 2000, and published at
7-18     65 Fed. Reg. 82798 et seq, and any amendments thereto.
7-19                 (13)  "Health research" means any systematic
7-20     investigation, including research development, testing, and
7-21     evaluation, or other inquiry that uses protected health information
7-22     to develop or contribute to general knowledge, including the study
7-23     of:
7-24                       (A)  the causes and treatment of disease or
7-25     medical conditions; and
7-26                       (B)  the relationship among certain
 8-1     characteristics, health care, and disease or health status.
 8-2                 (14)  "Payment" means the following activities
 8-3     undertaken by a covered entity or health care entity to obtain
 8-4     premiums, determine or fulfill responsibility of coverage and
 8-5     premiums under a health plan or to obtain or provide reimbursement:
 8-6                       (A)  determination of eligibility or coverage,
 8-7     including coordination of benefits or the determination of
 8-8     cost-sharing amounts and adjudication or subrogation of health
 8-9     benefit claims;
8-10                       (B)  risk-adjusting amounts due based on enrollee
8-11     health status and demographic characteristics;
8-12                       (C)  billing, claims management, collection
8-13     activities, the obtaining of payment under a contract for
8-14     reinsurance, including stop-loss insurance and excess of loss
8-15     insurance, and related health care data processing;
8-16                       (D)  review of health care services with respect
8-17     to medical necessity, coverage under a health plan, appropriateness
8-18     of care, or justification of charges;
8-19                       (E)  utilization review activities, including
8-20     precertification and preauthorization of services and concurrent
8-21     and retrospective review of services; and
8-22                       (F)  disclosure to consumer reporting agencies
8-23     consistent with the provisions under the Health Insurance
8-24     Portability and Accountability Act and Privacy Standards as defined
8-25     in this bill.
8-26                 (15)  "Person" includes a corporation, organization,
 9-1     governmental unit, business trust, estate, trust, partnership,
 9-2     association, and any other legal entity.
 9-3                 (16)  "Pharmaceutical company" means any person that
 9-4     manufactures, distributes, analyzes, dispenses samples, or conducts
 9-5     research with a controlled substance as defined by Section 481.002
 9-6     or a dangerous drug as defined by Section 483.001.  The term does
 9-7     not include health care entities.
 9-8                 (17)  "Protected health information":
 9-9                       (A)  includes any information, including
9-10     administrative billing information, clinical health records, and
9-11     prescriptions, that:
9-12                             (i)  relates to:
9-13                                   (a)  the past, present, or future
9-14     physical health or condition of an individual;
9-15                                   (b)  the past, present, or future
9-16     mental health or condition of an individual;
9-17                                   (c)  the provision of health care to
9-18     an individual; or
9-19                                   (d)  the past, present, or future
9-20     payment for providing health care to an individual; and
9-21                             (ii)  identifies or could be used or
9-22     manipulated by itself or in combination with other information to
9-23     identify an individual by a reasonably foreseeable method; and
9-24                       (B)  does not include aggregate statistics,
9-25     redacted health information, information for which random or
9-26     fictitious alternatives have been substituted for personally
 10-1    identifiable information, and information for which personally
 10-2    identifiable information has been encrypted and for which the
 10-3    encryption key is maintained by a person otherwise authorized to
 10-4    have access to the information in an identifiable format.
 10-5                (18)  "Reidentification" means any attempt to
 10-6    ascertain:
 10-7                      (A)  the identity of the individual who is the
 10-8    subject of protected health information; or
 10-9                      (B)  any specific data element with the intention
10-10    of ascertaining the identity of the subject or with knowledge that
10-11    the data element would allow for the identification of the
10-12    individual who is the subject of the protected health information.
10-13                (19)  "Treatment" means any of the following
10-14    activities:
10-15                      (A)  the provision, coordination, or management
10-16    of health care and related services by one or more health care
10-17    entities, including the coordination or management of health care
10-18    by a health care entity with a third party;
10-19                      (B)  consultation between health care entities
10-20    relating to a patient; and
10-21                      (C)  the referral of a patient for health care
10-22    from one health care entity to another.
10-23          Sec. 181.002.  APPLICABILITY.  (a)  This chapter does not
10-24    affect the confidentiality that another statute creates for any
10-25    information.
10-26          (b)  This chapter does not apply to:
 11-1                (1)  workers' compensation insurance, or a function as
 11-2    authorized by Title 5 of the Texas Labor Code;
 11-3                (2)  any person or entity in connection with providing,
 11-4    administering, supporting, or coordinating any of the benefits
 11-5    under a self-insured program for workers' compensation;
 11-6                (3)  an employee benefit plan; or
 11-7                (4)  any covered entity, health care entity, or other
 11-8    person, insofar as the entity or person is acting in connection
 11-9    with an employee benefit plan.
11-10          (c)  To the extent that a provision of this chapter differs
11-11    from HIPAA, this chapter will control as long as it is clearly more
11-12    stringent than the corresponding HIPAA provision.
11-13             (Sections 181.003-181.050 reserved for expansion
11-14        SUBCHAPTER B.  ACCESS TO AND USE OF HEALTH CARE INFORMATION
11-15          Sec. 181.051.  PATIENT ACCESS TO INFORMATION; FEE.
11-16    (a)  Except as provided by Subsection (b), a covered entity or
11-17    health care entity shall permit an individual who is the subject of
11-18    a clinical health record, the individual's designee, or another
11-19    individual's authorized by law to obtain a individual clinical
11-20    health record to inspect and copy any clinical health record,
11-21    including records received from another health care entity or
11-22    covered entity, except for any clinical health record collected or
11-23    created in the course of a clinical research trial, that the entity
11-24    maintains or controls and that relates to the individual.  The
11-25    covered entity or health care entity may charge retrieval and
11-26    copying fees as provided by law, regulation or in the absence of a
 12-1    law or regulation, a reasonable fee.
 12-2          (b)  A psychologist licensed under Chapter 501, Occupations
 12-3    Code, or a psychiatrist or other physician who is providing
 12-4    psychological or psychiatric services to an individual is not
 12-5    required to permit the individual to inspect or copy a personal
 12-6    diary created by the psychologist, psychiatrist, or physician
 12-7    containing protected health information relating to the individual
 12-8    if the information contained in the diary has not been disclosed to
 12-9    a person other than another psychologist, psychiatrist, or
12-10    physician for the specific purpose of clinical supervision
12-11    conducted in the regular course of treatment.
12-12          (c)  A health care practitioner is not required to permit an
12-13    individual to inspect or copy the individual's clinical health
12-14    record if the health care practitioner determines that access to
12-15    the information would be harmful to the physical, mental, or
12-16    emotional health of the individual.
12-17          (d)  A health care practitioner may redact or otherwise
12-18    prevent disclosure of confidential information about another
12-19    individual or family member of the individual who has not consented
12-20    to the release of information, as otherwise provided by law.
12-21          (e)  Not later than the 30th day after the date a covered
12-22    entity or health care entity receives a request and payment under
12-23    Subsection (a), the covered entity or health care entity shall
12-24    provide the requested information.
12-25          Sec. 181.052.  APPENDANT OR AMENDMENT TO HEALTH RECORDS.  A
12-26    health care entity may, at the entity's discretion, require that
 13-1    any appendant or amendment to an individual's clinical health
 13-2    record be designated as "a patient supplement."
 13-3          Sec. 181.053.  DISCLOSING, USING, ACCESSING, OR OBTAINING
 13-4    PROTECTED HEALTH INFORMATION.  (a)  Except to carry out treatment,
 13-5    payment , or health care operations, a covered entity may not
 13-6    disclose, use, access, or obtain protected health information
 13-7    unless one of the following conditions is met:
 13-8                (1)  the individual who is the subject of the protected
 13-9    health information has provided express written authorization; or
13-10                (2)  the individual is the subject of the protected
13-11    health information has provided consent or authorization, if
13-12    required by applicable federal or state law.
13-13          (b)  A covered entity may not use, access, request, or
13-14    require the disclosure of more protected health information than is
13-15    reasonably related to the specific purpose that is stated in the
13-16    express written authorization.  A covered entity may not refuse to
13-17    provide protected health information requested by a health care
13-18    practitioner for use in providing health care services.
13-19          (c)  A covered entity may use, disclose, access, or obtain
13-20    protected health information only for the purpose stated in the
13-21    express written authorization.
13-22          (d)  A covered entity may disclose protected health
13-23    information without obtaining the express written authorization of
13-24    the individual who is the subject of the information if the
13-25    disclosure is made in response to a subpoena in a judicial or
13-26    administrative proceeding.
 14-1          (e)  A covered entity may not condition services on the
 14-2    provision of express written authorization by the individual to
 14-3    protected health information when the information is not directly
 14-4    related to the services being provided.
 14-5    PROCESSING PAYMENT TRANSACTIONS BY FINANCIAL INSTITUTIONS
 14-6          SEC. 1179.  To the extent that an entity is engaged in
 14-7    activities of a financial institution (as defined in section 1101
 14-8    of the Right to Financial Privacy Act of 1978), or is engaged in
 14-9    authorizing, processing, clearing, settling, billing, transferring,
14-10    reconciling, or collecting payments, for a financial institution,
14-11    this part, and any standard adopted under this part, shall not
14-12    apply to the entity with respect to such activities, including the
14-13    following:
14-14                (1)  The use or disclosure of information by the entity
14-15    for authorizing, processing, clearing, settling, billing,
14-16    transferring, reconciling or collecting, a payment for, or related
14-17    to, health plan premiums or health care, where such payment is made
14-18    by any means, including a credit, debit, or other payment card, an
14-19    account, check, or electronic funds transfer.
14-20                (2)  The request for, or the use or disclosure of,
14-21    information by the entity with respect to a payment described in
14-22    paragraph (1)--(A)  for transferring receivables; (B)  for
14-23    auditing; (C)  in connection with--(i)  a customer dispute; or
14-24    (ii)  an inquiry from, or to, a customer; (D)  in a communication
14-25    to a customer of the entity regarding the customers transactions,
14-26    payment card, account, check, or electronic funds transfer;
 15-1    (E)  for reporting to consumer reporting agencies; or (F)  for
 15-2    complying with--(i)  a civil or criminal subpoena; or (ii)  a
 15-3    Federal or State law regulating the entity.
 15-4          Sec. 181.054.  INFORMATION FOR RESEARCH.  (a)  A covered
 15-5    entity or health care entity may disclose protected health
 15-6    information to a person performing health research, regardless of
 15-7    the source of funding of the research, for the purpose of
 15-8    conducting health research, only if the researcher has obtained:
 15-9                (1)  individual consent or authorization for use or
15-10    disclosure of protected health information for research required by
15-11    applicable federal law;
15-12                (2)  the express written authorization of the
15-13    individual required by this chapter;
15-14                (3)  documentation that a waiver of individual consent
15-15    or authorization required for use or disclosure of protected health
15-16    information for research has been granted by an institutional
15-17    review board or privacy board as required under applicable federal
15-18    law; or
15-19                (4)  documentation that a waiver of the individual's
15-20    express written authorization required by this chapter has been
15-21    granted by a privacy board established under this section.
15-22          (b)  A privacy board:
15-23                (1)  must consist of members with varying backgrounds
15-24    and appropriate professional competency as necessary to review the
15-25    effect of the research protocol for the project or projects on the
15-26    privacy rights and related interests of the individuals whose
 16-1    protected health information would be used or disclosed;
 16-2                (2)  must include at least one member who is not
 16-3    affiliated with the covered entity or health care entity or an
 16-4    entity conducting or sponsoring the research, and not related to
 16-5    any person who is affiliated with an entity described by this
 16-6    subsection; and
 16-7                (3)  may not have any member participating in the
 16-8    review of any project in which the member has a conflict of
 16-9    interest.
16-10          (c)  A privacy board may grant a waiver of the express
16-11    written authorization for the use of protected health information
16-12    if the privacy board obtains documentation that includes all of the
16-13    following:
16-14                (1)  a statement identifying the privacy board and the
16-15    date on which the waiver of the express written authorization was
16-16    approved by the privacy board;
16-17                (2)  a statement that the privacy board has determined
16-18    that the waiver satisfies the following criteria:
16-19                      (A)  the use or disclosure of protected health
16-20    information involves no more than minimal risk to the affected
16-21    individuals;
16-22                      (B)  the waiver will not adversely affect the
16-23    privacy rights and welfare of those individuals;
16-24                      (C)  the research could not practicably be
16-25    conducted without the waiver;
16-26                      (D)  the research could not practicably be
 17-1    conducted without access to and use of the protected health
 17-2    information;
 17-3                      (E)  the privacy risks to individuals whose
 17-4    protected health information is to be used or disclosed are
 17-5    reasonable in relation to the anticipated benefits, if any, to the
 17-6    individuals and the importance of the knowledge that may reasonably
 17-7    be expected to result from the research;
 17-8                      (F)  there is an adequate plan to protect the
 17-9    identifiers from improper use and disclosure;
17-10                      (G)  there is an adequate plan to destroy the
17-11    identifiers at the earliest opportunity consistent with conduct of
17-12    the research, unless there is a health or research justification
17-13    for retaining the identifiers, or the retention is otherwise
17-14    required by law; and
17-15                      (H)  there are adequate written assurances that
17-16    the protected health information will not be reused or disclosed to
17-17    another person or entity, except:
17-18                            (i)  as required by law;
17-19                            (ii)  for authorized oversight of the
17-20    research project; or
17-21                            (iii)  for other research for which the use
17-22    or disclosure of protected health information would be permitted by
17-23    applicable state or federal law.
17-24                (3)  a brief description of the protected health
17-25    information for which use [of] or access has been determined to be
17-26    necessary by the privacy board pursuant to Subsection (c)(2)(D);
 18-1    and
 18-2                (4)  a statement that the waiver of express written
 18-3    authorization has been approved by the privacy board following the
 18-4    procedures under Subsection (e).
 18-5          (d)  A waiver must be signed by the presiding officer of the
 18-6    board or the presiding officer's designee.
 18-7          (e)  The privacy board must review the proposed research at a
 18-8    convened meeting at which a majority of the privacy board members
 18-9    are present, including at least one member who satisfies the
18-10    requirements of Subsection (b)(2).  The waiver of express written
18-11    authorization must be approved by the majority of the privacy board
18-12    members present at the meeting, unless the privacy board elects to
18-13    use an expedited review procedure.  The privacy board may use an
18-14    expedited review procedure only if the research involves no more
18-15    than minimal risk to the privacy of the individual who is the
18-16    subject of the protected health information for which use or
18-17    disclosure is being sought.  If the privacy board elects to use an
18-18    expedited review procedure, the review and approval of the waiver
18-19    of express written authorization may be made by the presiding
18-20    officer of the privacy board or by one or more members of the
18-21    privacy board as designated by the presiding officer.
18-22          (f)  A covered entity or health care entity may disclose
18-23    protected health information to a researcher if the covered entity
18-24    or health care entity obtains from the researcher representations
18-25    that:
18-26                (1)  use or disclosure is sought solely to review
 19-1    protected health information as necessary to prepare a research
 19-2    protocol or for similar purposes preparatory to research;
 19-3                (2)  no protected health information is to be removed
 19-4    from the covered entity or health care entity by the researcher in
 19-5    the course of the review; and
 19-6                (3)  the protected health information for which use [of]
 19-7    or access [to which] is sought is necessary for the research
 19-8    purposes.
 19-9          Sec. 181.055.  DISCLOSURE OF INFORMATION TO PUBLIC HEALTH
19-10    AUTHORITY.  A covered entity may use or disclose protected health
19-11    information without the express written authorization of the
19-12    individual for public health activities or to comply with the
19-13    requirements of any federal or state health benefit program.  A
19-14    covered entity may disclose protected health information:
19-15                (1)  to a public health authority that is authorized by
19-16    law to collect or receive such information for the purpose of
19-17    preventing or controlling disease, injury, or disability, including
19-18    the reporting of disease, injury, vital events such as birth or
19-19    death, and the conduct of public health surveillance, public health
19-20    investigations, and public interventions;
19-21                (2)  to a public health authority or other appropriate
19-22    government authority authorized by law to receive reports of child
19-23    or adult abuse or neglect or exploitation;
19-24                (3)  to any or state agency in conjunction with a
19-25    federal or state health benefit program requirement.
19-26          Sec. 181.056.  REQUIRED NOTICE.  (a)  On request, a covered
 20-1    entity or health care entity conducting disease management or
 20-2    health care operations shall provide written notice to an
 20-3    individual of the entity's practices with respect to its uses and
 20-4    disclosures of protected health information.
 20-5          (b)  Notice under this section must include:
 20-6                (1)  a complete description of the usual functions
 20-7    performed with protected health information;
 20-8                (2)  a statement of whether protected health
 20-9    information is stored in a computerized records system; and
20-10                (3)  the name and the method of contacting the
20-11    individual responsible for responding to inquiries regarding the
20-12    entity's information practices.
20-13          (c)  On written request by an individual who is the subject
20-14    of protected health information, a covered entity or health care
20-15    entity conducting disease management or health care operations
20-16    shall provide a list of the agents or contractors, not including
20-17    health care practitioners or health care facilities, who have
20-18    direct access to or use of the protected health information.
20-19          (d)  The department by rule shall adopt a standardized notice
20-20    of information practices of the type described by this section.
20-21             (Sections 181.057-181.100 reserved for expansion
20-22                SUBCHAPTER C. EXPRESS WRITTEN AUTHORIZATION
20-23          Sec. 181.101.  FORM.  (a)  Express written authorization
20-24    required by this chapter must be in writing and signed by:
20-25                (1)  the individual who is the subject of the protected
20-26    health information;
 21-1                (2)  the individual's legally authorized
 21-2    representative; or
 21-3                (3)  the individual's agent under a medical power of
 21-4    attorney.
 21-5          (b)  For purposes of this section, documentation of express
 21-6    written authorization may be satisfied by the use of electronic
 21-7    signatures, computerized express written authorization
 21-8    documentation, or other technological means of recording express
 21-9    written authorization.
21-10          (c)  The department by rule shall adopt standards regulating
21-11    the content and form of the express written authorization.
21-12          Sec. 181.102.  EXPIRATION.  (a)  An express written
21-13    authorization to disclose, access, or use protected health
21-14    information is valid until the expiration date or event specified
21-15    in the documentation or until it is revoked by the individual.
21-16          (b)  A person may not coerce an individual to sign an express
21-17    written authorization required under this act.
21-18          (c)  Persons engaged in health research, as defined in this
21-19    chapter, can require an individual's express written authorization
21-20    to disclose protected health information as a condition of that
21-21    individual's participation in the research.
21-22             (Sections 181.103-181.150 reserved for expansion
21-23                      SUBCHAPTER D.  PROHIBITED ACTS
21-24          Sec. 181.151.  REIDENTIFIED INFORMATION.  A person may not
21-25    reidentify or attempt to reidentify an individual who is the
21-26    subject of any protected health information without obtaining the
 22-1    individual's consent or authorization if required under this
 22-2    chapter or other state or federal law.
 22-3          Sec. 181.152.  CONTRACT FOR PURPOSES OF PROMOTION OR
 22-4    ADVERTISEMENT.  (a)  A covered entity or health care entity may
 22-5    not, without the express written authorization of the individual
 22-6    that is the subject of protected health information, use, access,
 22-7    or disclose protected health information for the promotion or
 22-8    advertisement, by any person or entity, of specific products or
 22-9    services if the covered entity or health care entity receives,
22-10    directly or indirectly, a financial incentive or remuneration from
22-11    a third party for such use, access, or disclosure.
22-12          (b)  A covered entity may not condition services upon the
22-13    receipt of required express authorization for activities described
22-14    in this section.
22-15          (c)  Promotion or advertisement of specific products or
22-16    services does not include-treatment, disease management, or health
22-17    care operations as defined by this act; with the exception that
22-18    health care operations defined in section 181.001 (9)(c) may be
22-19    prohibited under this act if they violate the promotion and
22-20    advertising restrictions of this section.
22-21             (Sections 181.153-181.200 reserved for expansion
22-22                        SUBCHAPTER E.  ENFORCEMENT
22-23          Sec. 181.201.  INJUNCTIVE RELIEF; CIVIL PENALTY.  (a)  The
22-24    attorney general may institute an action for injunctive relief to
22-25    restrain a violation of this chapter.
22-26          (b)  In addition to the injunctive relief provided by
 23-1    Subsection (a), the attorney general may institute an action for
 23-2    civil penalties against a covered entity or health care entity for
 23-3    a violation of this chapter.  A civil penalty assessed under this
 23-4    section may not exceed $3,000 for each violation.
 23-5          (c)  If the court in which an action under Subsection (b) is
 23-6    pending finds that the violations have occurred with a frequency as
 23-7    to constitute a pattern or practice, the court may assess a civil
 23-8    penalty not to exceed $250,000.
 23-9          (d)  If the attorney general substantially prevails in an
23-10    action for injunctive relief or a civil penalty under this section,
23-11    the court shall award to the attorney general reasonable attorney's
23-12    fees, costs, and expenses incurred obtaining the relief or penalty,
23-13    including court costs and witness fees.
23-14          Sec. 181.202.  INDIVIDUAL INJUNCTIVE RELIEF.  An individual
23-15    who is aggrieved by a violation of this chapter may institute an
23-16    action against a covered entity or health care entity for
23-17    appropriate injunctive relief.  If the individual is the prevailing
23-18    party, the court shall award reasonable attorney's fees and other
23-19    litigation costs and expenses reasonably incurred.
23-20          Sec. 181.203.  SOVEREIGN IMMUNITY.  This chapter does not
23-21    waive sovereign immunity to suit or liability.
23-22          SECTION 2.  Chapter 21, Insurance Code, is amended by adding
23-23    a new Article 21.74 to read as follows:
23-24           ARTICLE 21.74.  PRIVACY RULES FOR HEALTH INFORMATION
23-25          Section 1.  Definitions.  In this article, the following
23-26    definitions shall apply:
 24-1          (a)  "Health Information" means any information or data
 24-2    except age or gender, whether oral or recorded in any form or
 24-3    medium, created by or derived from a health care provider or the
 24-4    consumer that relates to:
 24-5                (1)  The past, present or future physical, mental or
 24-6    behavioral health or condition of an individual;
 24-7                (2)  The provision of health care to an individual; or
 24-8                (3)  Payment for the provision of health care to an
 24-9    individual.
24-10          (b)  "Licensee" means any individual, corporation,
24-11    association, partnership, insurance company, group hospital service
24-12    corporation, mutual insurance companies, local mutual aid
24-13    association, statewide mutual assessment companies, stipulated
24-14    premium insurance companies, health maintenance organization,
24-15    reciprocal exchange, interinsurer, Lloyds insurer, fraternal
24-16    benefit society, county mutual insurer, farm mutual insurer,
24-17    insurance agent and other persons licensed or required to be
24-18    licensed under this Code.
24-19          (c)  "Nonpublic personal health information" means health
24-20    information:
24-21                (1)  That identifies an individual who is the subject
24-22    of the information; or
24-23                (2)  With respect to which there is a reasonable basis
24-24    to believe that the information could be used to identify an
24-25    individual.
24-26          Section 2.  When Authorization Required for Disclosure of
 25-1    Nonpublic Personal Health Information
 25-2          (a)  A licensee shall not disclose nonpublic personal health
 25-3    information about a consumer or customer unless an authorization is
 25-4    obtained from the consumer or customer whose nonpublic personal
 25-5    health information is sought to be disclosed.
 25-6          (b)  Nothing in this section shall prohibit, restrict or
 25-7    require an authorization for the disclosure of nonpublic personal
 25-8    health information by a licensee for the performance of the
 25-9    following insurance functions by or on behalf of the licensee:
25-10    claims adjustment and management; detection, investigation or
25-11    reporting of actual or potential fraud, misrepresentation or
25-12    criminal activity; underwriting; policy placement or issuance; loss
25-13    control; ratemaking and guaranty fund functions; reinsurance and
25-14    excess loss insurance; risk management; case management; disease
25-15    management; quality assurance; quality improvement; performance
25-16    evaluation; provider credentialing verification; utilization
25-17    review; peer review activities; actuarial, scientific, medical or
25-18    public policy research; grievance procedures; internal
25-19    administration of compliance, managerial, and information systems;
25-20    policyholder service functions; auditing; reporting; database
25-21    security; administration of consumer disputes and inquiries;
25-22    external accreditation standards; the replacement of a group
25-23    benefit plan or workers compensation policy or program; activities
25-24    in connection with a sale, merger, transfer or exchange of all or
25-25    part of a business or operating unit; any activity that permits
25-26    disclosure without authorization pursuant to the federal Health
 26-1    Insurance Portability and Accountability Act privacy rules
 26-2    promulgated by the U.S. Department of Health and Human Services;
 26-3    disclosure that is required, or is one of the lawful or appropriate
 26-4    methods, to enforce the licensee's rights or the rights of other
 26-5    persons engaged in carrying out a transaction or providing a
 26-6    product or service that a consumer requests or authorizes; and any
 26-7    activity otherwise permitted by law, required pursuant to
 26-8    governmental reporting authority, or to comply with legal process.
 26-9    Nothing in this section shall prohibit a licensee from sharing
26-10    nonpublic personal health information with an affiliate of the
26-11    licensee for the purposes provided herein.  Additional insurance
26-12    functions may be added with the approval of the commissioner to the
26-13    extent they are necessary for appropriate performance of insurance
26-14    functions and are fair and reasonable to the interest of consumers.
26-15          Section 3  Authorizations
26-16          (a)  A valid authorization to disclose nonpublic personal
26-17    health information pursuant to this Article shall be in written or
26-18    electronic form and shall contain all of the following:
26-19                (1)  The identity of the consumer or customer who is
26-20    the subject of the nonpublic personal health information;
26-21                (2)  A general description of the types of nonpublic
26-22    personal health information to be disclosed;
26-23                (3)  General descriptions of the parties to whom the
26-24    licensee discloses nonpublic personal health information, the
26-25    purpose of the disclosure and how the information will be used;
26-26                (4)  The signature of the consumer or customer who is
 27-1    the subject of the nonpublic personal health information or the
 27-2    individual who is legally empowered to grant authority and the date
 27-3    signed; and
 27-4                (5)  Notice of the length of time for which the
 27-5    authorization is valid and that the consumer or customer may revoke
 27-6    the authorization at any time and the procedure for making a
 27-7    revocation.
 27-8          (b)  An authorization for the purposes of this Article shall
 27-9    specify a length of time for which the authorization shall remain
27-10    valid, which in no event shall be for more than twenty-four (24)
27-11    months.
27-12          (c)  A consumer or customer who is the subject of nonpublic
27-13    personal health information may revoke an authorization provided
27-14    pursuant to this Article at any time, subject to the rights of any
27-15    individual who acted in reliance on the authorization prior to
27-16    notice of the revocation.
27-17          (d)  A licensee shall retain the authorization or a copy
27-18    thereof in the record of the individual who is the subject of
27-19    nonpublic personal health information.
27-20          Section 4.  Authorization Request Delivery
27-21          A request for authorization and an authorization form may be
27-22    delivered to a consumer or a customer provided that the request and
27-23    the authorization form are clear and conspicuous.  An authorization
27-24    form is not required to be delivered to the consumer or customer or
27-25    included in any other notices unless the licensee intends to
27-26    disclose protected health information pursuant to Section 1(a).
 28-1          Section 5.  Relationship to Federal Rules
 28-2          Irrespective of whether a licensee is subject to the federal
 28-3    Health Insurance Portability and Accountability Act privacy rule as
 28-4    promulgated by the U.S. Department of Health and Human Services, if
 28-5    a licensee complies with all requirements of the federal rule
 28-6    except for its effective date provision, the licensee shall not be
 28-7    subject to the provisions of this Article.
 28-8          Section 6.  Relationship to State Laws
 28-9          Nothing in this article shall preempt or supercede existing
28-10    state law related to medical records, health or insurance
28-11    information privacy.  If there is any conflict with any other state
28-12    law, the provisions of this Article shall prevail.
28-13          Section 7.  Protection of Fair Credit Reporting Act
28-14          Nothing in this article shall be construed to modify, limit
28-15    or supersede the operation of the federal Fair Credit Reporting Act
28-16    (15 U.S.C. 1681 et seq.), and no inference shall be drawn on the
28-17    basis of the provisions of this regulation whether information is
28-18    transaction or experience information under Section 603 of that
28-19    Act.
28-20          Section 8.  Nondiscrimination.
28-21          A licensee shall not unfairly discriminate against a consumer
28-22    or customer because that consumer or customer has not granted
28-23    authorization for the disclosure of his or her nonpublic personal
28-24    health information pursuant to the provisions of this regulation.
28-25          Section 9.  Violation
28-26          A violation of this Article is subject to an administrative
 29-1    penalty authorized under Section 84.022 of this code.
 29-2          Section 10.  Severability
 29-3          If any section or portion of a section of this article or its
 29-4    applicability to any person or circumstance is held invalid by a
 29-5    court, the remainder of this article or the applicability of the
 29-6    provision to other persons or circumstances shall not be affected.
 29-7          Section 11.  Effective Date
 29-8          This Article is effective January 1, 2002.  In order to
 29-9    provide sufficient time for licensees to establish policies and
29-10    systems to comply with the requirements of this regulation, the
29-11    commissioner may extend the time for compliance by rule or
29-12    regulation.
29-13          SECTION 3.  Title 1, Insurance Code, is amended by adding
29-14    Chapter 28A to read as follows:
29-15                           CHAPTER 28A.  PRIVACY
29-16                     SUBCHAPTER A.  GENERAL PROVISIONS
29-17          Art. 28A.01.  DEFINITIONS.  In this chapter:
29-18                (1)  "Affiliate" means any company that controls, is
29-19    controlled by, or is under common control with another company.
29-20                (2)  "Authorization" has the meaning assigned by
29-21    Section 82.001 of this code.
29-22                (3)  "Covered entity" means an individual or entity who
29-23    receives an authorization from the department.  The term includes
29-24    any individual or entity described by Section 82.002 of this code.
29-25                (4)  "Nonaffiliated third party" means an entity that
29-26    is not an affiliate of, or related to by common ownership or
 30-1    affiliated by corporate control with, the covered entity.  The term
 30-2    does not include a joint employee of the entity.
 30-3          Art. 28A.02.  COMPLIANCE WITH FEDERAL LAW REQUIRED.  (a)  A
 30-4    covered entity shall comply with 15 U.S.C. Sections 6802 and 6803,
 30-5    as amended, in the same manner as a financial institution under
 30-6    those sections.
 30-7          (b)  An entity that is a nonaffiliated third party in
 30-8    relation to a covered entity shall comply with 15 U.S.C. Section
 30-9    6802(c), as amended.
30-10          Art. 28A.03.  EXCEPTION.  Article 28A.02(a) of this code does
30-11    not apply to a covered entity to the extent that the entity is
30-12    acting solely as an insurance agent for another covered entity.
30-13          Art. 28A.04.  HEALTH INFORMATION.  This chapter does not
30-14    affect the authority of the department or another state agency to
30-15    adopt stricter rules governing the treatment of health information
30-16    by a covered entity, if another law gives the department or agency
30-17    that authority, including any laws or rules of this state related
30-18    to the privacy of individually identifiable health information
30-19    under the federal Health Insurance Portability and Accountability
30-20    Act of 1996 (42 U.S.C. Section 1320d et seq.), as amended.
30-21              (Articles 28A.05-28A.50 reserved for expansion
30-22                SUBCHAPTER B.  DEPARTMENT POWERS AND DUTIES
30-23          Art. 28A.51.  RULEMAKING AUTHORITY.  (a)  The commissioner
30-24    shall adopt rules to implement this chapter.
30-25          (b)  The commissioner shall adopt any other rules necessary
30-26    to carry out 15 U.S.C. Subchapter I, Chapter 94 (15 U.S.C. Section
 31-1    6801 et seq., as amended) to make this state eligible to override
 31-2    federal regulations, as described by 15 U.S.C. Section 6805(c), as
 31-3    amended.
 31-4          (c)  In adopting rules under this chapter, the commissioner
 31-5    shall attempt to keep state privacy requirements consistent with
 31-6    federal regulations adopted under 15 U.S.C. Subchapter I, Chapter
 31-7    94 (15 U.S.C. Section 6801 et seq., as amended).
 31-8          Art. 28A.52.  STANDARDS.  The department shall implement
 31-9    standards as required by 15 U.S.C. Section 6805(b), as amended.
31-10             (Articles 28A.53-28A.100 reserved for expansion
31-11                        SUBCHAPTER C.  ENFORCEMENT
31-12          Art. 28A.101.  ENFORCEMENT OF FEDERAL LAW.  The department
31-13    shall enforce 15 U.S.C. Sections 6801-6805, as amended, to the
31-14    extent required by 15 U.S.C. Section 6805.
31-15          Art. 28A.102.  INJUNCTIVE RELIEF; CIVIL PENALTY.  (a)  The
31-16    attorney general may institute an action for injunctive or
31-17    declaratory relief to restrain a violation of this chapter.
31-18          (b)  In addition to the injunctive relief provided by
31-19    Subsection (a) of this article, the attorney general may institute
31-20    an action for civil penalties against a covered entity or a
31-21    nonaffiliated third party for a violation of this chapter.  A civil
31-22    penalty assessed under this article may not exceed $3,000 for each
31-23    violation.
31-24          (c)  If the court in which an action under Subsection (b) of
31-25    this article is pending finds that the violations have occurred
31-26    with a frequency as to constitute a pattern or practice, the court
 32-1    may assess a civil penalty not to exceed $250,000.
 32-2          (d)  If the attorney general substantially prevails in an
 32-3    action for injunctive relief or a civil penalty under this article,
 32-4    the attorney general may recover reasonable attorney's fees, costs,
 32-5    and expenses incurred obtaining the relief or penalty, including
 32-6    court costs and witness fees.
 32-7          SECTION 4.  Not later than 30 days after the effective date
 32-8    of this Act, the commissioner of insurance shall adopt the rules
 32-9    required by Article 28A.51, Insurance Code, as added by SECTION 3
32-10    of this Act.  The commissioner may adopt these initial rules on an
32-11    emergency basis.
32-12          SECTION 5.  Subtitle A, Title 5, Government Code, is amended
32-13    by adding Chapter 559 to read as follows:
32-14                      CHAPTER 559.  TEXAS PRIVACY ACT
32-15                     SUBCHAPTER A.  GENERAL PROVISIONS
32-16          Sec. 559.001.  SHORT TITLE.  This chapter may be cited as the
32-17    Texas Privacy Act.
32-18          Sec. 559.002.  LEGISLATIVE FINDINGS; GENERAL PRIVACY
32-19    PRINCIPLES.  (a)  The legislature finds that:
32-20                (1)  an increasing number of individuals in this state
32-21    are concerned that:
32-22                      (A)  personal information held by government may
32-23    be used inappropriately;
32-24                      (B)  unauthorized persons may have access to that
32-25    information; and
32-26                      (C)  some of the information may be inaccurate,
 33-1    incomplete, or unnecessary for the effective functioning of
 33-2    government; and
 33-3                (2)  in response to the findings stated by Subdivision
 33-4    (1), each state and local governmental entity in this state must be
 33-5    committed to strengthening privacy protections for personal
 33-6    information held by government in a manner consistent with the
 33-7    public's right to complete information about the affairs of
 33-8    government and the official acts of public officials and employees.
 33-9          (b)  The legislature also finds that because inadvertent
33-10    release, careless storage, or improper disposal of information
33-11    could result in embarrassment or other harm to individuals, each
33-12    state and local governmental entity:
33-13                (1)  has an obligation to protect personal information
33-14    in the manner required by law; and
33-15                (2)  must exercise particular care in protecting
33-16    records containing sensitive and private personal information about
33-17    health or financial matters and in protecting personal identifiers,
33-18    such as a social security number.
33-19          (c)  It is the policy of this state that an individual has a
33-20    right to know how personal information about the individual is
33-21    handled by government and the extent to which the information may
33-22    be disclosed or must be kept confidential under law.
33-23          Sec. 559.003.  DEFINITIONS.  In this chapter:
33-24                (1)  "Personal information" means information about an
33-25    individual such as:
33-26                      (A)  the individual's home address, home
 34-1    telephone number, social security number, date of birth, physical
 34-2    characteristics, and similar information about the individual;
 34-3                      (B)  information about an individual's marital
 34-4    status or history, whether the individual has family members, and
 34-5    information about the individual's family members; and
 34-6                      (C)  personally identifiable information about
 34-7    the individual's health or health history, finances or financial
 34-8    history, and purchases made from government.
 34-9                (2)  "Governmental entity" does not include a court
34-10    other than a commissioners court.
34-11          Sec. 559.004.  CONSTRUCTION WITH OTHER LAW.  This chapter
34-12    does not affect:
34-13                (1)  the ability of a state or local governmental
34-14    entity to undertake a lawful investigation or to protect persons,
34-15    property, or the environment in the manner authorized by law; or
34-16                (2)  the duty of a state or local governmental entity
34-17    to comply with applicable law.
34-18             (Sections 559.005-559.050 reserved for expansion
34-19                SUBCHAPTER B.  SPECIFIC PRIVACY PROTECTIONS
34-20          Sec. 559.051.  DISCLOSURE OF CERTAIN PERSONAL INFORMATION;
34-21    COMPELLING INTEREST OR INTENSE PUBLIC CONCERN REQUIREMENT.
34-22    (a)  This section applies only to the disclosure by a governmental
34-23    entity of information that reveals an individual's:
34-24                (1)  social security number;
34-25                (2)  bank account number, credit card account number,
34-26    or other financial account number; or
 35-1                (3)  computer password or computer network location or
 35-2    identity.
 35-3          (b)  A state or local governmental entity may not disclose
 35-4    information described by Subsection (a) under Chapter 552 or other
 35-5    law unless the attorney general authorizes the disclosure after
 35-6    determining that:
 35-7                (1)  there is a compelling governmental interest in
 35-8    disclosing the information that cannot be effectively accomplished
 35-9    without the disclosure; or
35-10                (2)  due to extraordinary circumstances, the
35-11    information is especially relevant to a matter of intense public
35-12    concern.
35-13          (c)  The attorney general may adopt rules to implement this
35-14    section, including rules that describe appropriate and clearly
35-15    defined circumstances under which a category of information
35-16    described by Subsection (a) is presumed to satisfy a requirement of
35-17    Subsection (b) and therefore may be disclosed without the necessity
35-18    of obtaining specific authorization for the disclosure from the
35-19    attorney general.  A rule of the attorney general that describes
35-20    circumstances under which information presumptively may be
35-21    disclosed may limit disclosure to specific state, local, or federal
35-22    authorities or may allow the information to be generally disclosed
35-23    under Chapter 552, as appropriate.
35-24          (d)  The attorney general shall develop procedures under
35-25    which the office of the attorney general will expedite a decision
35-26    whether to authorize disclosure of information described by
 36-1    Subsection (a) when expedited consideration is warranted under the
 36-2    circumstances.
 36-3          (e)  A decision of the attorney general under this section
 36-4    may be challenged in court in the same manner that a decision of
 36-5    the attorney general may be challenged under Subchapter G, Chapter
 36-6    552.
 36-7          (f)  If information described by Subsection (a) is requested
 36-8    under Chapter 552, Section 552.325 applies in relation to the
 36-9    individual who is the subject of the information in the same manner
36-10    as if the individual were a requestor of the information, except
36-11    that the attorney general shall notify the individual under Section
36-12    552.325(c) if the attorney general proposes to agree to the release
36-13    of all or part of the information.
36-14          Sec. 559.052.  COLLECTION OF PERSONAL INFORMATION.  A state
36-15    or local governmental entity shall establish procedures to ensure
36-16    that the governmental entity collects personal information only to
36-17    the extent reasonably necessary to:
36-18                (1)  implement a program;
36-19                (2)  authenticate an individual's identity when
36-20    necessary;
36-21                (3)  ensure security; or
36-22                (4)  accomplish another legitimate governmental
36-23    purpose.
36-24          Sec. 559.053.  RECORDS RETENTION SCHEDULES.  (a)  In adopting
36-25    or amending its records retention schedule, a state or local
36-26    governmental entity shall schedule the retention of personal
 37-1    information only for the period necessary to accomplish the purpose
 37-2    for which the information was collected or, if applicable, for the
 37-3    minimum period specifically prescribed by statute.
 37-4          (b)  Subsection (a) does not apply to the retention of
 37-5    personal information that has demonstrable historical or archival
 37-6    value.
 37-7          Sec. 559.054.  GENERAL PRIVACY POLICIES.  (a)  A state or
 37-8    local governmental entity shall develop a privacy policy that
 37-9    completely describes in plainly written language:
37-10                (1)  the reasons that the governmental entity requires
37-11    or collects each category of personal information about individuals
37-12    that the entity requires or collects;
37-13                (2)  the procedures used to require or collect the
37-14    information;
37-15                (3)  the persons to whom the information may be
37-16    disclosed;
37-17                (4)  the manner in which the information may be
37-18    disclosed; and
37-19                (5)  any current arrangement under which the
37-20    governmental entity sells personal information about individuals or
37-21    discloses the information under a contract or agreement or in bulk.
37-22          (b)  The state or local governmental entity shall promptly
37-23    amend the privacy policy whenever information in the policy becomes
37-24    incorrect or incomplete.
37-25          (c)  The state or local governmental entity shall prominently
37-26    post its current privacy policy:
 38-1                (1)  through a prominent link on the main Internet site
 38-2    maintained by or for the governmental entity; and
 38-3                (2)  next to the sign that the governmental entity
 38-4    posts under Section 552.205.
 38-5          Sec. 559.055.  GOVERNMENT INTERNET SITES:  PRIVACY POLICY.
 38-6    (a)  The Department of Information Resources shall adopt rules
 38-7    prescribing minimum privacy standards with which an Internet site
 38-8    or portal maintained by or for a state or local governmental entity
 38-9    must comply.  The rules must be designed to limit the collection of
38-10    personal information about users of the government Internet site or
38-11    portal to information:
38-12                (1)  that the state or local governmental entity needs
38-13    in order to accomplish a legitimate government purpose;
38-14                (2)  that the user of the site or portal knowingly and
38-15    intentionally transmits to the state or local governmental entity;
38-16    or
38-17                (3)  regarding the collection of which the user of the
38-18    site or portal has actively given informed consent.
38-19          (b)  In adopting its rules under this section, the Department
38-20    of Information Resources shall consider policies adopted by other
38-21    states and the federal government in this regard.
38-22          (c)  A state or local governmental entity that maintains an
38-23    Internet site or portal or for which an Internet site or portal is
38-24    maintained shall adopt a privacy policy regarding information
38-25    collected through the site or portal and provide a prominent link
38-26    to the policy for users of the site or portal.  The policy must be
 39-1    consistent with the rules adopted by the Department of Information
 39-2    Resources under this section and must be included as a prominent
 39-3    separate element of the general privacy policy that the entity is
 39-4    required to develop and to which it must provide an Internet link
 39-5    under Section 559.054.
 39-6          Sec. 559.056.  STATE AUDITOR.  (a)  The state auditor shall
 39-7    establish auditing guidelines to ensure that state and local
 39-8    governmental entities that the state auditor has authority to audit
 39-9    under other law:
39-10                (1)  do not routinely collect or retain more personal
39-11    information than an entity needs to accomplish a legitimate
39-12    governmental purpose of the entity; and
39-13                (2)  have established an information management system
39-14    that protects the privacy and security of information in accordance
39-15    with applicable state and federal law.
39-16          (b)  During an appropriate type of audit, the state auditor
39-17    may audit a state or local governmental entity for compliance with
39-18    the guidelines established under Subsection (a).
39-19             (Sections 559.057-559.100 reserved for expansion
39-20                   SUBCHAPTER C. GUIDELINES AND STUDIES
39-21          Sec. 559.101.  ATTORNEY GENERAL GUIDELINES FOR REVIEWING
39-22    PRIVACY ISSUES.  (a)  The attorney general shall establish
39-23    guidelines for state and local governmental entities to follow when
39-24    considering privacy issues that arise in connection with requests
39-25    for public information.  The guidelines shall address procedural
39-26    safeguards, legal issues, and other issues that in the opinion of
 40-1    the attorney general would help state and local governmental
 40-2    entities comply with applicable law and recommended information
 40-3    practices when handling personal information.
 40-4          (b)  The guidelines do not create exceptions from required
 40-5    disclosure under Chapter 552.
 40-6          Sec. 559.102.  OPEN RECORDS STEERING COMMITTEE; RECORDS
 40-7    MANAGEMENT INTERAGENCY COORDINATING COUNCIL.  (a)  The open records
 40-8    steering committee established under Section 552.009 shall
 40-9    periodically study and determine the implications for the personal
40-10    privacy of individuals of putting information held by government on
40-11    the Internet and shall include its findings and recommendations in
40-12    reports the committee makes under Section 552.009.
40-13          (b)  The Records Management Interagency Coordinating Council
40-14    established under Section 441.203 shall provide guidance and policy
40-15    direction to state and local governmental entities in appropriately
40-16    incorporating developments in electronic management of information
40-17    into their information management systems in ways that protect
40-18    personal privacy and promote efficient public access to public
40-19    information that is not excepted from required public disclosure.
40-20          (c)  The Records Management Interagency Coordinating Council
40-21    shall study and assess efficient and effective ways in which:
40-22                (1)  an individual could request and receive from a
40-23    state or local governmental entity information about the individual
40-24    that:
40-25                      (A)  the entity possesses or to which it has a
40-26    right of access; and
 41-1                      (B)  the individual is entitled to receive under
 41-2    Section 552.021 or 552.023;
 41-3                (2)  the individual could challenge the accuracy of the
 41-4    information if the individual considers it to be incorrect; and
 41-5                (3)  the governmental entity can correct information
 41-6    that is incorrect.
 41-7          (d)  A state or local governmental entity on request shall
 41-8    assist the Records Management Interagency Coordinating Council in
 41-9    performing its studies under Subsection (c) by responding to the
41-10    council's requests for information or opinion.  The council shall
41-11    periodically report the results of its studies under Subsection (c)
41-12    and any related recommendations to the governor and the
41-13    legislature.
41-14          Sec. 559.103.  ATTORNEY GENERAL STUDIES.  The attorney
41-15    general shall study and periodically report recommendations to the
41-16    governor and the legislature regarding:
41-17                (1)  ways in which laws could be enacted that would
41-18    balance the need for open government with the ability of
41-19    individuals to elect not to have personal information about the
41-20    individual released, especially when the release of that
41-21    information poses a significant danger to an individual; and
41-22                (2)  circumstances under which, with respect to
41-23    personal information that a state or local governmental entity
41-24    possesses only because the individual who is the subject of the
41-25    information applied for or holds a license, permit, certificate, or
41-26    similar form of permission issued by the governmental entity that
 42-1    the individual must obtain to engage in an activity, the
 42-2    governmental entity should be allowed to release the personal
 42-3    information to the public only with the prior informed consent of
 42-4    the individual.
 42-5          Sec. 559.104.  COMPTROLLER STUDY:  MODIFYING INFORMATION
 42-6    MANAGEMENT SYSTEMS' USE OF PERSONAL IDENTIFIERS.  (a)  The
 42-7    comptroller shall study and make recommendations to the governor,
 42-8    the legislature, and affected state governmental entities regarding
 42-9    efficient and effective ways in which state governmental entities
42-10    could modify their information management systems so that personal
42-11    identifiers, such as social security numbers, are not used to track
42-12    individuals in a manner contrary to commonly held privacy
42-13    expectations.  In making its recommendations under this section,
42-14    the comptroller shall include an estimate of the cost of modifying
42-15    an information management system in accordance with a
42-16    recommendation.
42-17          (b)  The Department of Information Resources shall assist the
42-18    comptroller in making the study.  Other state governmental entities
42-19    shall participate in the study at the invitation of the
42-20    comptroller.
42-21          SECTION 6.  (a)  Each state and local governmental entity
42-22    shall examine its records retention schedule and amend the schedule
42-23    so that it complies with Section 559.053, Government Code, as added
42-24    by this Act.
42-25          (b)  The comptroller of public accounts shall make initial
42-26    recommendations to the governor, the legislature, and any effected
 43-1    state governmental entities under Section 559.104, Government Code,
 43-2    as added by this Act, not later than November 1, 2002.
 43-3          (c)  The Records Management Interagency Coordinating Council
 43-4    shall make initial recommendations to the governor and the
 43-5    legislature under Subsection (d), Section 559.102, Government Code,
 43-6    as added by this Act, not later than November 1, 2002.
 43-7          SECTION 1.  TASK FORCE ON PERSONAL PRIVACY.  (a)  The
 43-8    lieutenant governor and the speaker of the house of representatives
 43-9    shall establish a joint interim task force to study issues
43-10    identified by this Act that affect personal privacy.
43-11          (b)  The lieutenant governor and the speaker of the house of
43-12    representatives shall each appoint five members to the task force.
43-13          (c)  The task force shall elect a presiding officer and
43-14    assistant presiding officer from among its members.
43-15          (d)  The task force shall meet at the times and places within
43-16    the state that the task force designates.  The task force shall
43-17    develop and implement policies that provide the public with a
43-18    reasonable opportunity to appear before the task force and to speak
43-19    on any issue being studied by the task force.
43-20          (e)  A legislative entity shall assist the task force at the
43-21    request of the lieutenant governor or the speaker of the house of
43-22    representatives, and a state agency in the executive branch of
43-23    state government shall assist the task force at the request of the
43-24    task force.
43-25          (f)  Chapter 2110, Government Code, does not apply to the
43-26    size or composition of the task force or of the advisory committee
 44-1    created under Section 2 of this Act.
 44-2          SECTION 2.  ADVISORY COMMITTEE.  (a)  The task force shall
 44-3    appoint an advisory committee to assist it in performing its
 44-4    duties.
 44-5          (b)  The advisory committee consists of the number of members
 44-6    that the task force considers advisable.  The task force shall
 44-7    appoint an approximately equal number of members from the public
 44-8    and private sectors.  Public-sector appointments must include
 44-9    representatives from state agencies such as the office of the
44-10    comptroller of public accounts, the office of the governor, the
44-11    office of the attorney general, the office of the state auditor,
44-12    the Department of Information Resources, the Texas Department of
44-13    Banking, and the Health and Human Services Commission.
44-14    Private-sector appointments must include individuals involved in
44-15    fields such as banking, marketing, the news media, medicine, and
44-16    information technology.  The advisory committee must include
44-17    members who understand the implications that advances in
44-18    information technology have for personal privacy.
44-19          SECTION 3.  ANALYSIS OF EXISTING AND PROPOSED LAW.  (a)  The
44-20    task force shall identify and analyze existing and proposed privacy
44-21    statutes and rules of this state, other states, and the federal
44-22    government.  In performing an analysis under this subsection, the
44-23    task force shall address the extent to which the existing or
44-24    proposed privacy statutes and rules:
44-25                (1)  benefit individuals;
44-26                (2)  impose financial, efficiency, or lost opportunity
 45-1    costs on governmental entities or private businesses; and
 45-2                (3)  benefit commerce or benefit governmental
 45-3    effectiveness or efficiency by creating an environment in which
 45-4    individuals are more likely to willingly divulge information about
 45-5    themselves.
 45-6          (b)  The task force shall identify and analyze other existing
 45-7    and proposed statutes and rules of this state, other states, and
 45-8    the federal government with respect to the manner in which the
 45-9    statutes and rules affect individual privacy.  In performing an
45-10    analysis under this subsection, the task force shall address the
45-11    extent to which existing or proposed statutes and rules that affect
45-12    individual privacy:
45-13                (1)  impose burdens on individuals, adversely affect
45-14    individuals' lives, or contravene commonly held expectations of
45-15    individual privacy;
45-16                (2)  benefit governmental entities or private
45-17    businesses with respect to increased revenues or financial gain,
45-18    increased efficiency, or increased opportunities; and
45-19                (3)  affect commerce or affect governmental
45-20    effectiveness or efficiency by creating an environment in which
45-21    individuals become less likely to willingly divulge information
45-22    about themselves.
45-23          (c)  The office of the attorney general shall coordinate with
45-24    and assist the task force in performing legal analyses under this
45-25    section.
45-26          SECTION 7.  STUDY REGARDING CONSENT TO DISCLOSURE.  (a)  In
 46-1    this section, "personal information" means information about an
 46-2    individual such as:
 46-3                (1)  the individual's address, telephone number, social
 46-4    security number, date of birth, physical characteristics, and
 46-5    similar information about the individual;
 46-6                (2)  information about an individual's marital status
 46-7    or history, whether the individual has family members, and
 46-8    information about the individual's family members; and
 46-9                (3)  personally identifiable information about the
46-10    individual's health or health history, finances or financial
46-11    history, and consumer history.
46-12          (b)  The task force shall conduct a study regarding the
46-13    advantages, disadvantages, and feasibility of requiring by law in
46-14    various circumstances that certain personal information may be
46-15    released by a governmental entity or a private business only with
46-16    the prior informed consent of the individual.
46-17          SECTION 8.  REPORT.  The task force shall report the results
46-18    of its study and its recommendations to the lieutenant governor and
46-19    the speaker of the house of representatives by not later than
46-20    November 1, 2002.  The task force shall include in its report its
46-21    conclusions regarding the advisability of enacting legislation with
46-22    respect to each of the topics that the task force studied.
46-23          SECTION 9.  EXPIRATION DATE.  The task force and advisory
46-24    committee are abolished September 1, 2003.
46-25          SECTION 10.  Section 1 of this Act takes effect September 1,
46-26    2003.
 47-1          SECTION 11.  Except as provided in Section 10, this Act takes
 47-2    effect immediately if it receives a vote of two-thirds of all the
 47-3    members elected to each house, as provided by Section 39, Article
 47-4    III, Texas Constitution.  If this Act does not receive the vote
 47-5    necessary for immediate effect, this Act takes effect September 1,
 47-6    2001.