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S.B. 101

             1     

STATE ETHICS COMMISSION

             2     
2009 GENERAL SESSION

             3     
STATE OF UTAH

             4     
Chief Sponsor: Scott D. McCoy

             5     
House Sponsor: ____________

             6     
             7      LONG TITLE
             8      General Description:
             9          This bill establishes a State Ethics Commission.
             10      Highlighted Provisions:
             11          This bill:
             12          .    establishes a state ethics commission;
             13          .    provides that the commission is not subject to the Open and Public Meetings Act;
             14          .    requires that records provided to the commission be classified as protected records
             15      under the Government Records Access and Management Act unless all or part of
             16      the record is publicly released by the commission;
             17          .    provides that the commission shall hear certain ethics complaints filed against the
             18      governor, lieutenant governor, state attorney general, state treasurer, state auditor,
             19      and members of the Legislature;
             20          .    provides for membership of the commission;
             21          .    permits the commission to hire staff;
             22          .    provides for the commission to issue advisory options;
             23          .    requires the Department of Administrative Services to provide physical facilities
             24      and equipment for the commission and commission staff;
             25          .    provides for procedures for filing ethics complaints, responding to ethics
             26      complaints, and holding hearings in response to ethics complaints;
             27          .    provides for the consolidation of multiple complaints;


             28          .    provides that the commission may not schedule hearings or meetings in relation to
             29      an ethics complaint filed immediately preceding an election under certain
             30      circumstances;
             31          .    permits the commission to issue private or public reprimands if it determines that an
             32      ethics complaint is substantiated;
             33          .    permits the commission to publicly release ethics complaints, responses to ethics
             34      complaints, and records and documents related to ethics hearings in some
             35      circumstances;
             36          .     requires the commission to issue an annual report of its activities;
             37          .    provides that a frivolous complaint is a third degree felony; and
             38          .    makes technical changes.
             39      Monies Appropriated in this Bill:
             40          None
             41      Other Special Clauses:
             42          None
             43      Utah Code Sections Affected:
             44      AMENDS:
             45          52-4-103, as last amended by Laws of Utah 2007, Chapters 35 and 45
             46          63G-2-305, as last amended by Laws of Utah 2008, Chapters 3, 87, 95, 101, 111, 161,
             47      196, 248, 352 and renumbered and amended by Laws of Utah 2008, Chapter 382
             48      ENACTS:
             49          63G-12-101, Utah Code Annotated 1953
             50          63G-12-102, Utah Code Annotated 1953
             51          63G-12-201, Utah Code Annotated 1953
             52          63G-12-202, Utah Code Annotated 1953
             53          63G-12-301, Utah Code Annotated 1953
             54          63G-12-302, Utah Code Annotated 1953
             55          63G-12-303, Utah Code Annotated 1953
             56          63G-12-304, Utah Code Annotated 1953
             57          63G-12-305, Utah Code Annotated 1953
             58          63G-12-306, Utah Code Annotated 1953


             59          63G-12-307, Utah Code Annotated 1953
             60          63G-12-308, Utah Code Annotated 1953
             61          63G-12-309, Utah Code Annotated 1953
             62     
             63      Be it enacted by the Legislature of the state of Utah:
             64          Section 1. Section 52-4-103 is amended to read:
             65           52-4-103. Definitions.
             66          As used in this chapter:
             67          (1) "Anchor location" means the physical location from which:
             68          (a) an electronic meeting originates; or
             69          (b) the participants are connected.
             70          (2) "Convening" means the calling of a meeting of a public body by a person
             71      authorized to do so for the express purpose of discussing or acting upon a subject over which
             72      that public body has jurisdiction or advisory power.
             73          (3) "Electronic meeting" means a public meeting convened or conducted by means of a
             74      conference using electronic communications.
             75          (4) (a) "Meeting" means the convening of a public body, with a quorum present,
             76      including a workshop or an executive session whether the meeting is held in person or by
             77      means of electronic communications, for the purpose of discussing, receiving comments from
             78      the public about, or acting upon a matter over which the public body has jurisdiction or
             79      advisory power.
             80          (b) "Meeting" does not mean:
             81          (i) a chance meeting;
             82          (ii) a social meeting; or
             83          (iii) the convening of a public body that has both legislative and executive
             84      responsibilities where no public funds are appropriated for expenditure during the time the
             85      public body is convened and:
             86          (A) the public body is convened solely for the discussion or implementation of
             87      administrative or operational matters for which no formal action by the public body is required;
             88      or
             89          (B) the public body is convened solely for the discussion or implementation of


             90      administrative or operational matters that would not come before the public body for
             91      discussion or action.
             92          (5) "Monitor" means to hear or observe, live, by audio or video equipment, all of the
             93      public statements of each member of the public body who is participating in a meeting.
             94          (6) "Participate" means the ability to communicate with all of the members of a public
             95      body, either verbally or electronically, so that each member of the public body can hear or
             96      observe the communication.
             97          (7) (a) "Public body" means any administrative, advisory, executive, or legislative body
             98      of the state or its political subdivisions that:
             99          (i) is created by the Utah Constitution, statute, rule, ordinance, or resolution;
             100          (ii) consists of two or more persons;
             101          (iii) expends, disburses, or is supported in whole or in part by tax revenue; and
             102          (iv) is vested with the authority to make decisions regarding the public's business.
             103          (b) "Public body" does not include [a]:
             104          (i) a political party, political group, or political caucus; [or]
             105          (ii) a conference committee, rules committee, or sifting committee of the Legislature[.];
             106      or
             107          (iii) the State Ethics Commission established under Section 63G-12-201 .
             108          (8) "Public statement" means a statement made in the ordinary course of business of
             109      the public body with the intent that all other members of the public body receive it.
             110          (9) (a) "Quorum" means a simple majority of the membership of a public body, unless
             111      otherwise defined by applicable law.
             112          (b) "Quorum" does not include a meeting of two elected officials by themselves when
             113      no action, either formal or informal, is taken on a subject over which these elected officials
             114      have advisory power.
             115          (10) "Recording" means an audio, or an audio and video, record of the proceedings of a
             116      meeting that can be used to review the proceedings of the meeting.
             117          Section 2. Section 63G-2-305 is amended to read:
             118           63G-2-305. Protected records.
             119          The following records are protected if properly classified by a governmental entity:
             120          (1) trade secrets as defined in Section 13-24-2 if the person submitting the trade secret


             121      has provided the governmental entity with the information specified in Section 63G-2-309 ;
             122          (2) commercial information or nonindividual financial information obtained from a
             123      person if:
             124          (a) disclosure of the information could reasonably be expected to result in unfair
             125      competitive injury to the person submitting the information or would impair the ability of the
             126      governmental entity to obtain necessary information in the future;
             127          (b) the person submitting the information has a greater interest in prohibiting access
             128      than the public in obtaining access; and
             129          (c) the person submitting the information has provided the governmental entity with
             130      the information specified in Section 63G-2-309 ;
             131          (3) commercial or financial information acquired or prepared by a governmental entity
             132      to the extent that disclosure would lead to financial speculations in currencies, securities, or
             133      commodities that will interfere with a planned transaction by the governmental entity or cause
             134      substantial financial injury to the governmental entity or state economy;
             135          (4) records the disclosure of which could cause commercial injury to, or confer a
             136      competitive advantage upon a potential or actual competitor of, a commercial project entity as
             137      defined in Subsection 11-13-103 (4);
             138          (5) test questions and answers to be used in future license, certification, registration,
             139      employment, or academic examinations;
             140          (6) records the disclosure of which would impair governmental procurement
             141      proceedings or give an unfair advantage to any person proposing to enter into a contract or
             142      agreement with a governmental entity, except, subject to Subsection (1) and (2), that this
             143      Subsection (6) does not restrict the right of a person to have access to, once the contract or
             144      grant has been awarded, a bid, proposal, or application submitted to or by a governmental
             145      entity in response to:
             146          (a) a request for bids;
             147          (b) a request for proposals;
             148          (c) a grant; or
             149          (d) other similar document;
             150          (7) records that would identify real property or the appraisal or estimated value of real
             151      or personal property, including intellectual property, under consideration for public acquisition


             152      before any rights to the property are acquired unless:
             153          (a) public interest in obtaining access to the information outweighs the governmental
             154      entity's need to acquire the property on the best terms possible;
             155          (b) the information has already been disclosed to persons not employed by or under a
             156      duty of confidentiality to the entity;
             157          (c) in the case of records that would identify property, potential sellers of the described
             158      property have already learned of the governmental entity's plans to acquire the property;
             159          (d) in the case of records that would identify the appraisal or estimated value of
             160      property, the potential sellers have already learned of the governmental entity's estimated value
             161      of the property; or
             162          (e) the property under consideration for public acquisition is a single family residence
             163      and the governmental entity seeking to acquire the property has initiated negotiations to acquire
             164      the property as required under Section 78B-6-505 ;
             165          (8) records prepared in contemplation of sale, exchange, lease, rental, or other
             166      compensated transaction of real or personal property including intellectual property, which, if
             167      disclosed prior to completion of the transaction, would reveal the appraisal or estimated value
             168      of the subject property, unless:
             169          (a) the public interest in access outweighs the interests in restricting access, including
             170      the governmental entity's interest in maximizing the financial benefit of the transaction; or
             171          (b) when prepared by or on behalf of a governmental entity, appraisals or estimates of
             172      the value of the subject property have already been disclosed to persons not employed by or
             173      under a duty of confidentiality to the entity;
             174          (9) records created or maintained for civil, criminal, or administrative enforcement
             175      purposes or audit purposes, or for discipline, licensing, certification, or registration purposes, if
             176      release of the records:
             177          (a) reasonably could be expected to interfere with investigations undertaken for
             178      enforcement, discipline, licensing, certification, or registration purposes;
             179          (b) reasonably could be expected to interfere with audits, disciplinary, or enforcement
             180      proceedings;
             181          (c) would create a danger of depriving a person of a right to a fair trial or impartial
             182      hearing;


             183          (d) reasonably could be expected to disclose the identity of a source who is not
             184      generally known outside of government and, in the case of a record compiled in the course of
             185      an investigation, disclose information furnished by a source not generally known outside of
             186      government if disclosure would compromise the source; or
             187          (e) reasonably could be expected to disclose investigative or audit techniques,
             188      procedures, policies, or orders not generally known outside of government if disclosure would
             189      interfere with enforcement or audit efforts;
             190          (10) records the disclosure of which would jeopardize the life or safety of an
             191      individual;
             192          (11) records the disclosure of which would jeopardize the security of governmental
             193      property, governmental programs, or governmental recordkeeping systems from damage, theft,
             194      or other appropriation or use contrary to law or public policy;
             195          (12) records that, if disclosed, would jeopardize the security or safety of a correctional
             196      facility, or records relating to incarceration, treatment, probation, or parole, that would interfere
             197      with the control and supervision of an offender's incarceration, treatment, probation, or parole;
             198          (13) records that, if disclosed, would reveal recommendations made to the Board of
             199      Pardons and Parole by an employee of or contractor for the Department of Corrections, the
             200      Board of Pardons and Parole, or the Department of Human Services that are based on the
             201      employee's or contractor's supervision, diagnosis, or treatment of any person within the board's
             202      jurisdiction;
             203          (14) records and audit workpapers that identify audit, collection, and operational
             204      procedures and methods used by the State Tax Commission, if disclosure would interfere with
             205      audits or collections;
             206          (15) records of a governmental audit agency relating to an ongoing or planned audit
             207      until the final audit is released;
             208          (16) records prepared by or on behalf of a governmental entity solely in anticipation of
             209      litigation that are not available under the rules of discovery;
             210          (17) records disclosing an attorney's work product, including the mental impressions or
             211      legal theories of an attorney or other representative of a governmental entity concerning
             212      litigation;
             213          (18) records of communications between a governmental entity and an attorney


             214      representing, retained, or employed by the governmental entity if the communications would be
             215      privileged as provided in Section 78B-1-137 ;
             216          (19) (a) (i) personal files of a state legislator, including personal correspondence to or
             217      from a member of the Legislature; and
             218          (ii) notwithstanding Subsection (19)(a)(i), correspondence that gives notice of
             219      legislative action or policy may not be classified as protected under this section; and
             220          (b) (i) an internal communication that is part of the deliberative process in connection
             221      with the preparation of legislation between:
             222          (A) members of a legislative body;
             223          (B) a member of a legislative body and a member of the legislative body's staff; or
             224          (C) members of a legislative body's staff; and
             225          (ii) notwithstanding Subsection (19)(b)(i), a communication that gives notice of
             226      legislative action or policy may not be classified as protected under this section;
             227          (20) (a) records in the custody or control of the Office of Legislative Research and
             228      General Counsel, that, if disclosed, would reveal a particular legislator's contemplated
             229      legislation or contemplated course of action before the legislator has elected to support the
             230      legislation or course of action, or made the legislation or course of action public; and
             231          (b) notwithstanding Subsection (20)(a), the form to request legislation submitted to the
             232      Office of Legislative Research and General Counsel is a public document unless a legislator
             233      asks that the records requesting the legislation be maintained as protected records until such
             234      time as the legislator elects to make the legislation or course of action public;
             235          (21) research requests from legislators to the Office of Legislative Research and
             236      General Counsel or the Office of the Legislative Fiscal Analyst and research findings prepared
             237      in response to these requests;
             238          (22) drafts, unless otherwise classified as public;
             239          (23) records concerning a governmental entity's strategy about collective bargaining or
             240      pending litigation;
             241          (24) records of investigations of loss occurrences and analyses of loss occurrences that
             242      may be covered by the Risk Management Fund, the Employers' Reinsurance Fund, the
             243      Uninsured Employers' Fund, or similar divisions in other governmental entities;
             244          (25) records, other than personnel evaluations, that contain a personal recommendation


             245      concerning an individual if disclosure would constitute a clearly unwarranted invasion of
             246      personal privacy, or disclosure is not in the public interest;
             247          (26) records that reveal the location of historic, prehistoric, paleontological, or
             248      biological resources that if known would jeopardize the security of those resources or of
             249      valuable historic, scientific, educational, or cultural information;
             250          (27) records of independent state agencies if the disclosure of the records would
             251      conflict with the fiduciary obligations of the agency;
             252          (28) records of an institution within the state system of higher education defined in
             253      Section 53B-1-102 regarding tenure evaluations, appointments, applications for admissions,
             254      retention decisions, and promotions, which could be properly discussed in a meeting closed in
             255      accordance with Title 52, Chapter 4, Open and Public Meetings Act, provided that records of
             256      the final decisions about tenure, appointments, retention, promotions, or those students
             257      admitted, may not be classified as protected under this section;
             258          (29) records of the governor's office, including budget recommendations, legislative
             259      proposals, and policy statements, that if disclosed would reveal the governor's contemplated
             260      policies or contemplated courses of action before the governor has implemented or rejected
             261      those policies or courses of action or made them public;
             262          (30) records of the Office of the Legislative Fiscal Analyst relating to budget analysis,
             263      revenue estimates, and fiscal notes of proposed legislation before issuance of the final
             264      recommendations in these areas;
             265          (31) records provided by the United States or by a government entity outside the state
             266      that are given to the governmental entity with a requirement that they be managed as protected
             267      records if the providing entity certifies that the record would not be subject to public disclosure
             268      if retained by it;
             269          (32) transcripts, minutes, or reports of the closed portion of a meeting of a public body
             270      except as provided in Section 52-4-206 ;
             271          (33) records that would reveal the contents of settlement negotiations but not including
             272      final settlements or empirical data to the extent that they are not otherwise exempt from
             273      disclosure;
             274          (34) memoranda prepared by staff and used in the decision-making process by an
             275      administrative law judge, a member of the Board of Pardons and Parole, or a member of any


             276      other body charged by law with performing a quasi-judicial function;
             277          (35) records that would reveal negotiations regarding assistance or incentives offered
             278      by or requested from a governmental entity for the purpose of encouraging a person to expand
             279      or locate a business in Utah, but only if disclosure would result in actual economic harm to the
             280      person or place the governmental entity at a competitive disadvantage, but this section may not
             281      be used to restrict access to a record evidencing a final contract;
             282          (36) materials to which access must be limited for purposes of securing or maintaining
             283      the governmental entity's proprietary protection of intellectual property rights including patents,
             284      copyrights, and trade secrets;
             285          (37) the name of a donor or a prospective donor to a governmental entity, including an
             286      institution within the state system of higher education defined in Section 53B-1-102 , and other
             287      information concerning the donation that could reasonably be expected to reveal the identity of
             288      the donor, provided that:
             289          (a) the donor requests anonymity in writing;
             290          (b) any terms, conditions, restrictions, or privileges relating to the donation may not be
             291      classified protected by the governmental entity under this Subsection (37); and
             292          (c) except for an institution within the state system of higher education defined in
             293      Section 53B-1-102 , the governmental unit to which the donation is made is primarily engaged
             294      in educational, charitable, or artistic endeavors, and has no regulatory or legislative authority
             295      over the donor, a member of the donor's immediate family, or any entity owned or controlled
             296      by the donor or the donor's immediate family;
             297          (38) accident reports, except as provided in Sections 41-6a-404 , 41-12a-202 , and
             298      73-18-13 ;
             299          (39) a notification of workers' compensation insurance coverage described in Section
             300      34A-2-205 ;
             301          (40) (a) the following records of an institution within the state system of higher
             302      education defined in Section 53B-1-102 , which have been developed, discovered, disclosed to,
             303      or received by or on behalf of faculty, staff, employees, or students of the institution:
             304          (i) unpublished lecture notes;
             305          (ii) unpublished notes, data, and information:
             306          (A) relating to research; and


             307          (B) of:
             308          (I) the institution within the state system of higher education defined in Section
             309      53B-1-102 ; or
             310          (II) a sponsor of sponsored research;
             311          (iii) unpublished manuscripts;
             312          (iv) creative works in process;
             313          (v) scholarly correspondence; and
             314          (vi) confidential information contained in research proposals;
             315          (b) Subsection (40)(a) may not be construed to prohibit disclosure of public
             316      information required pursuant to Subsection 53B-16-302 (2)(a) or (b); and
             317          (c) Subsection (40)(a) may not be construed to affect the ownership of a record;
             318          (41) (a) records in the custody or control of the Office of Legislative Auditor General
             319      that would reveal the name of a particular legislator who requests a legislative audit prior to the
             320      date that audit is completed and made public; and
             321          (b) notwithstanding Subsection (41)(a), a request for a legislative audit submitted to the
             322      Office of the Legislative Auditor General is a public document unless the legislator asks that
             323      the records in the custody or control of the Office of Legislative Auditor General that would
             324      reveal the name of a particular legislator who requests a legislative audit be maintained as
             325      protected records until the audit is completed and made public;
             326          (42) records that provide detail as to the location of an explosive, including a map or
             327      other document that indicates the location of:
             328          (a) a production facility; or
             329          (b) a magazine;
             330          (43) information:
             331          (a) contained in the statewide database of the Division of Aging and Adult Services
             332      created by Section 62A-3-311.1 ; or
             333          (b) received or maintained in relation to the Identity Theft Reporting Information
             334      System (IRIS) established under Section 67-5-22 ;
             335          (44) information contained in the Management Information System and Licensing
             336      Information System described in Title 62A, Chapter 4a, Child and Family Services;
             337          (45) information regarding National Guard operations or activities in support of the


             338      National Guard's federal mission;
             339          (46) records provided by any pawn or secondhand business to a law enforcement
             340      agency or to the central database in compliance with Title 13, Chapter 32a, Pawnshop and
             341      Secondhand Merchandise Transaction Information Act;
             342          (47) information regarding food security, risk, and vulnerability assessments performed
             343      by the Department of Agriculture and Food;
             344          (48) except to the extent that the record is exempt from this chapter pursuant to Section
             345      63G-2-106 , records related to an emergency plan or program prepared or maintained by the
             346      Division of Homeland Security the disclosure of which would jeopardize:
             347          (a) the safety of the general public; or
             348          (b) the security of:
             349          (i) governmental property;
             350          (ii) governmental programs; or
             351          (iii) the property of a private person who provides the Division of Homeland Security
             352      information;
             353          (49) records of the Department of Agriculture and Food relating to the National
             354      Animal Identification System or any other program that provides for the identification, tracing,
             355      or control of livestock diseases, including any program established under Title 4, Chapter 24,
             356      Utah Livestock Brand and Anti-theft Act or Title 4, Chapter 31, Livestock Inspection and
             357      Quarantine;
             358          (50) as provided in Section 26-39-501 :
             359          (a) information or records held by the Department of Health related to a complaint
             360      regarding a child care program or residential child care which the department is unable to
             361      substantiate; and
             362          (b) information or records related to a complaint received by the Department of Health
             363      from an anonymous complainant regarding a child care program or residential child care;
             364          (51) unless otherwise classified as public under Section 63G-2-301 and except as
             365      provided under Section 41-1a-116 , an individual's home address, home telephone number, or
             366      personal mobile phone number, if:
             367          (a) the individual is required to provide the information in order to comply with a law,
             368      ordinance, rule, or order of a government entity; and


             369          (b) the subject of the record has a reasonable expectation that this information will be
             370      kept confidential due to:
             371          (i) the nature of the law, ordinance, rule, or order; and
             372          (ii) the individual complying with the law, ordinance, rule, or order;
             373          (52) records filed with or in the custody or control of the State Ethics Commission in
             374      relation to an ethics complaint or hearing, unless the record has been declared a public record
             375      under Section 63G-12-308 ;
             376          [(52)] (53) the name, home address, work addresses, and telephone numbers of an
             377      individual that is engaged in, or that provides goods or services for, medical or scientific
             378      research that is:
             379          (a) conducted within the state system of higher education, as defined in Section
             380      53B-1-102 ; and
             381          (b) conducted using animals;
             382          [(53)] (54) an initial proposal under Title 63M, Chapter 1, Part 26, Government
             383      Procurement Private Proposal Program, to the extent not made public by rules made under that
             384      chapter;
             385          [(54)] (55) information collected and a report prepared by the Judicial Performance
             386      Evaluation Commission concerning a judge, unless Section 20A-7-702 or Title 78A, Chapter
             387      12, Judicial Performance Evaluation Commission Act, requires disclosure of, or makes public,
             388      the information or report;
             389          [(55)] (56) (a) records of the Utah Educational Savings Plan Trust created under
             390      Section 53B-8a-103 if the disclosure of the records would conflict with its fiduciary
             391      obligations;
             392          (b) proposals submitted to the Utah Educational Savings Plan Trust; and
             393          (c) contracts entered into by the Utah Educational Savings Plan Trust and the related
             394      payments; and
             395          [(56)] (57) records contained in the Management Information System created in
             396      Section 62A-4a-1003 .
             397          Section 3. Section 63G-12-101 is enacted to read:
             398     
CHAPTER 12. STATE ETHICS COMMISSION ACT

             399     
Part 1. General Provisions


             400          63G-12-101. Title.
             401          This chapter is known as the "State Ethics Commission Act."
             402          Section 4. Section 63G-12-102 is enacted to read:
             403          63G-12-102. Definitions.
             404          As used in this chapter:
             405          (1) "Respondent" means the individual against whom an ethics complaint is filed.
             406          (2) "Witness" means any of the following persons when offering testimony at an ethics
             407      hearing held in response to an ethics complaint filed under this chapter:
             408          (a) the person who filed the ethics complaint;
             409          (b) the respondent; or
             410          (c) any other person offering testimony during the ethics hearing.
             411          Section 5. Section 63G-12-201 is enacted to read:
             412     
Part 2. State Ethics Commission

             413          63G-12-201. State Ethics Commission -- Creation -- Membership.
             414          (1) There is created a State Ethics Commission composed of five members as follows:
             415          (a) three members, who have served, but no longer serve, as judges of a court of record
             416      in this state no more than two of whom may be from the same political party, appointed by the
             417      governor with the consent of the Senate;
             418          (b) one member, who has served as a member of the Senate in this state no more
             419      recently than four years before the appointment, appointed by the governor with the consent of
             420      the Senate; and
             421          (c) one member, who has served as a member of the House of Representatives in this
             422      state no more recently than four years before the appointment and is not a member of the same
             423      political party as the member appointed under Subsection (1)(b), appointed by the governor
             424      with the consent of the Senate.
             425          (2) (a) Each member of the commission shall be registered to vote in the state.
             426          (b) A member of the commission may not, during the member's term of office on the
             427      commission, act or serve as:
             428          (i) an officeholder as defined in Section 20A-11-101 ;
             429          (ii) an agency head as defined in Section 67-16-3 ;
             430          (iii) a lobbyist as defined in Section 36-11-102 ; or


             431          (iv) a principal as defined in Section 36-11-102 .
             432          (3) (a) (i) Except as required by Subsection (3)(a)(ii), each member shall serve a
             433      four-year term.
             434          (ii) At the time the commission is created the governor shall adjust the terms of two
             435      members so that approximately half of the commission is appointed every two years:
             436          (b) When a vacancy occurs in the membership for any reason, the replacement shall be
             437      appointed for the unexpired term.
             438          (c) A member may not be appointed for more than two full terms.
             439          (4) The commission shall annually elect, by a majority vote, a commission chair from
             440      its membership.
             441          (5) The commission shall meet:
             442          (a) upon the request of the chair of the commission;
             443          (b) upon the written request of a majority of the members of the commission; or
             444          (c) in response to an ethics complaint filed and accepted under Section 63G-12-301 .
             445          (6) Except as specifically required elsewhere in this chapter, attendance of a majority
             446      of the members of the commission shall constitute a quorum for the conducting of business and
             447      the taking of official action.
             448          (7) (a) Commission members who are not government employees may not receive
             449      compensation or benefits for their services, but may receive per diem and expenses incurred in
             450      the performance of the member's official duties at the rates established by the Division of
             451      Finance under Sections 63A-3-106 and 63A-3-107 .
             452          (b) A commission member may decline to receive per diem and expenses for service to
             453      the commission.
             454          Section 6. Section 63G-12-202 is enacted to read:
             455          63G-12-202. State Ethics Commission -- Duties.
             456          (1) The State Ethics Commission shall:
             457          (a) receive and review ethics complaints filed in accordance with the requirements of
             458      this chapter;
             459          (b) conduct hearings and make recommendations in response to ethics complaints as
             460      provided for in this chapter;
             461          (c) annually prepare and make available for public inspection, a report describing, for


             462      the previous year:
             463          (i) the number of ethics complaints filed with the commission;
             464          (ii) the number of ethics complaints that resulted in a hearing before the commission;
             465          (iii) the number of hearings that resulted in a finding that the ethics complaint that was
             466      the subject of the hearing was substantiated or partially substantiated;
             467          (iv) a brief summary of the decision issued in relation to each hearing conducted by the
             468      commission, provided that the summary does not contain any information that might identify a
             469      participant in a hearing, unless the information has been publicly released under Subsection
             470      63G-12-308 (5);
             471          (v) a copy of all hearing decisions that were issued and publicly released by the
             472      commission under Section 63G-12-308 ; and
             473          (vi) any other documents or information that a majority of the members of the
             474      commission elect to include in the report;
             475          (d) make forms to facilitate the filing and processing of ethics complaints and
             476      responses to ethics complaints in accordance with the requirements of this chapter; and
             477          (e) issue advisory opinions upon request by:
             478          (i) the governor;
             479          (ii) the lieutenant governor;
             480          (iii) the attorney general;
             481          (iv) the state auditor;
             482          (v) the state treasurer;
             483          (vi) the president of the Senate;
             484          (vii) the minority leader of the Senate;
             485          (viii) the speaker of the House of Representatives; or
             486          (ix) the minority leader of the House of Representatives.
             487          (2) The commission may hire staff, including counsel, as necessary.
             488          (3) The Department of Administrative Services shall provide the commission and
             489      commission staff with the physical facilities and equipment necessary for the commission to
             490      carry out its responsibilities as provided in this chapter.
             491          Section 7. Section 63G-12-301 is enacted to read:
             492     
Part 3. Ethics Complaints and Hearings


             493          63G-12-301. Ethics complaints -- Requirements -- Filing -- Confidentiality --
             494      Notice of filing.
             495          (1) A person may file a written ethics complaint against a member of the Legislature,
             496      the governor, the lieutenant governor, the attorney general, the state auditor, or the state
             497      treasurer, alleging a violation of:
             498          (a) Title 36, Chapter 11, Lobbyist Disclosure and Regulation Act;
             499          (b) Title 36, Chapter 19, Conflicts of Interest;
             500          (c) Title 67, Chapter 16, Utah Public Officers' and Employees' Ethics Act; or
             501          (d) Title 76, Chapter 8, Offenses Against the Administration of Government.
             502          (2) (a) The ethics complaint shall be submitted to the State Ethics Commission, and
             503      shall contain:
             504          (i) the name, address, and telephone number of the person filing the complaint;
             505          (ii) the name of the individual against whom the complaint is filed;
             506          (iii) for each violation alleged:
             507          (A) a reference to the statute alleged to have been violated; and
             508          (B) a statement of the facts and circumstances constituting the alleged violation; and
             509          (iv) all documents supporting the complaint as an attachment.
             510          (b) If any of the facts or circumstances supporting the complaint are based upon the
             511      information and belief of the complainant, the complaint shall state that the facts are presented
             512      "upon information and belief" and give the basis for that information and belief.
             513          (3) (a) Each ethics complaint filed under this section shall contain the signature of the
             514      person filing the complaint.
             515          (b) An ethics complaint may list the names of additional persons supporting the filing
             516      of the complaint, provided that each such person provides the person's:
             517          (i) name;
             518          (ii) address; and
             519          (iii) signature.
             520          (c) Notices and documents required under this section shall be provided to the person
             521      filing the complaint.
             522          (4) In accordance with Section 63G-2-305 , all records related to an ethics complaint
             523      are classified as a protected record, and no commission member or staff may publicly disclose


             524      any information received by the commission concerning any complaint or alleged violation
             525      unless the commission elects to publicly disclose the information as provided under Subsection
             526      63G-12-308 (5).
             527          (5) Any ethics complaint that is filed with the commission that does not meet the
             528      requirements of this section shall be returned to the person who filed the ethics complaint with
             529      a statement that:
             530          (a) declares that the ethics complaint is deficient and has not been accepted;
             531          (b) lists each deficiency that must be corrected in order for the complaint to meet the
             532      requirements of this section; and
             533          (c) as applicable, declares that the violation alleged or the individual identified in the
             534      complaint is not within the jurisdiction of the commission.
             535          (6) Within three business days after receipt of the complaint, staff for the commission
             536      shall:
             537          (a) (i) except as provided in Subsection (6)(a)(ii), schedule a preliminary review
             538      meeting no less than 25 and no more than 45 days after the date the complaint was filed; or
             539          (ii) if an ethics complaint is filed within the 60 days immediately preceding the date of
             540      an election and the complaint makes allegations against an individual who is a candidate in the
             541      election, schedule a preliminary review meeting after the date of the election, but no later than
             542      25 days after the date of the election, unless the respondent consents, in writing, to scheduling a
             543      preliminary review meeting in accordance with the requirements of Subsection (6)(a)(i);
             544          (b) notify each commission member of the date, time, and place of the preliminary
             545      review meeting;
             546          (c) provide each commission member with a copy of the complaint; and
             547          (d) provide the respondent with:
             548          (i) a copy of the complaint; and
             549          (ii) written notice that the individual may file a written response to the complaint with
             550      the commission within 20 days of the date of the notice, as provided in Section 63G-12-302 .
             551          (7) (a) Upon a majority vote of the commission, multiple ethics complaints may be
             552      consolidated into one action provided that:
             553          (i) the ethics complaints are filed against the same respondent; and
             554          (ii) the alleged violations raised in the ethics complaints are substantially similar.


             555          (b) If multiple ethics complaints are consolidated under this Subsection (7), the
             556      commission shall:
             557          (i) designate, from among the persons who filed a complaint that was consolidated, up
             558      to three persons that will be designated as the filers of the consolidated complaint for the
             559      purposes of administering this chapter; and
             560          (ii) provide notice of the consolidation and of the designation of complainants to:
             561          (A) the respondent; and
             562          (B) each person who filed a complaint that was consolidated.
             563          (8) The procedures, actions, and recommendations of the State Ethics Commission
             564      shall be independent of and separate from any other investigations, penalties, or prosecutions
             565      associated with an ethics-related offense.
             566          Section 8. Section 63G-12-302 is enacted to read:
             567          63G-12-302. Response to ethics complaint.
             568          (1) Within 20 calendar days after the date the commission sends notice of the filing of
             569      an ethics complaint, the respondent may file a written response to the complaint, which must
             570      be signed by the respondent or the respondent's counsel.
             571          (2) The respondent shall limit the response to the following:
             572          (a) an admission or denial of each count, under oath, with any supporting evidence or
             573      relevant information;
             574          (b) an objection to any or all counts on the grounds that the count fails to state facts
             575      that constitute a violation of any law; and
             576          (c) an objection to the jurisdiction of the commission in considering the allegations
             577      contained in the complaint.
             578          (3) If the respondent fails to submit a response to the ethics complaint or to any count
             579      contained in it, the commission may determine that the failure to respond constitutes an
             580      admission of the alleged violation.
             581          (4) Within three business days after receipt of a response filed under this section, staff
             582      for the commission shall provide a copy of the response to:
             583          (a) each commission member; and
             584          (b) the person who filed the ethics complaint.
             585          Section 9. Section 63G-12-303 is enacted to read:


             586          63G-12-303. Preliminary review meeting.
             587          (1) A preliminary review meeting is closed to the public and is not subject to the
             588      requirements of Title 52, Chapter 4, Open and Public Meetings Act.
             589          (2) At the preliminary review meeting, the commission shall determine, by a majority
             590      vote, whether:
             591          (a) the commission has jurisdiction over the matters contained in the ethics complaint;
             592          (b) a hearing should be held to address the allegations in the ethics complaint; or
             593          (c) no action shall be taken on the complaint.
             594          (3) (a) If the commission determines that a hearing shall be held to address the
             595      complaint, the commission shall schedule an ethics hearing according to the procedures of
             596      Section 63G-12-304 .
             597          (b) If a majority of the commission members elect not to take action on the complaint,
             598      the commission shall:
             599          (i) provide written notice that the commission has chosen not to take action on the
             600      complaint to:
             601          (A) the person who filed the complaint; and
             602          (B) the respondent; and
             603          (ii) classify the complaint and information related to the complaint as a protected
             604      record as provided under Section 63G-2-305 .
             605          Section 10. Section 63G-12-304 is enacted to read:
             606          63G-12-304. Ethics hearing -- Notice -- Response -- Procedures -- Subpoena
             607      powers.
             608          (1) (a) If an ethics hearing is authorized under Section 63G-12-303 , the chair shall,
             609      within three business days of the date of the preliminary review meeting:
             610          (i) except as provided in Subsection (1)(b), schedule an ethics hearing for a date that is
             611      no less than 30 and no more than 75 days after the date of the preliminary review meeting;
             612          (ii) provide a notice of the procedures that are to be used in relation to the hearing and
             613      notice of the date, time, and location of the hearing to:
             614          (A) the person who filed the complaint; and
             615          (B) the respondent; and
             616          (iii) provide notice of the date, time, and location of the hearing to each commission


             617      member.
             618          (b) An ethics hearing may not be scheduled during the ten-day period immediately
             619      following the date of an election if the respondent was a candidate in the election, unless the
             620      respondent consents, in writing, to schedule the hearing during this period.
             621          (2) (a) An ethics hearing is closed to the public and is not subject to the requirements
             622      of Title 52, Chapter 4, Open and Public Meetings Act.
             623          (b) In accordance with Section 63G-2-305 , and unless specifically made public under
             624      Subsection 63G-12-308 (5), no commission member, member of commission staff, or any other
             625      person present at any portion of the ethics hearing may publicly disclose any part of the
             626      hearing.
             627          (c) Except as may be required to create the record required under Section 63G-12-307 ,
             628      no camera or recording device may be brought in or used in the hearing.
             629          (3) (a) In relation to any ethics hearing authorized by this chapter, the commission may
             630      require, by subpoena or otherwise, the attendance and testimony of witnesses and the
             631      production of any materials that the commission considers necessary.
             632          (b) The chair of the commission may direct commission staff to issue subpoenas:
             633          (i) to require the attendance of witnesses;
             634          (ii) to direct the production of evidence; or
             635          (iii) that require both attendance and production of evidence.
             636          Section 11. Section 63G-12-305 is enacted to read:
             637          63G-12-305. Ethics hearing -- Discretion of chair -- Right to counsel -- Standards
             638      -- Subpoenas -- Contempt -- Scope of hearing.
             639          (1) (a) The person who filed the ethics complaint, the respondent, and all other persons
             640      testifying before the commission have the right to counsel during all stages of the ethics
             641      hearing.
             642          (b) (i) Except as otherwise specifically provided for in this chapter, during the ethics
             643      hearing, counsel for a person shall confine the counsel's activity exclusively to private advice to
             644      the client about the client's legal rights.
             645          (ii) Counsel for a person may not:
             646          (A) advise a witness during the witness's testimony, except when specifically requested
             647      by the person;


             648          (B) address the commission, except as otherwise specifically provided in this chapter;
             649          (C) ask questions of any witness, including the counsel's client; or
             650          (D) engage in oral arguments with the commission, except as otherwise specifically
             651      provided in this chapter.
             652          (c) The witness's counsel may not suggest testimony and answers to the witness during
             653      the inquiry, but must allow the witness to present testimony and answer questions without
             654      prompting or suggestions.
             655          (d) If the witness's counsel fails to comply with any of the requirements of this section,
             656      the chair may exclude the counsel from the ethics hearing.
             657          (2) (a) (i) The chair of the commission shall direct the commission on procedural
             658      matters during the ethics hearing.
             659          (ii) If a commission member objects to a decision of the chair, that member may appeal
             660      the decision to the commission by stating: "I appeal the decision of the chair."
             661          (iii) The motion to appeal the decision of the chair is nondebatable.
             662          (iv) The chair shall direct a roll call vote to determine if the commission membership
             663      supports the decision of the chair.
             664          (v) A majority vote of the commission is necessary to overrule the decision of the
             665      chair.
             666          (b) At the direction of the commission chair, the commission may:
             667          (i) administer oaths and take the testimony of any person under oath; and
             668          (ii) compel any person to produce for examination any book, paper, or other
             669      information relating to the matters raised by the ethics complaint.
             670          (3) A witness may not invoke the privilege against self-incrimination unless the
             671      witness reasonably could be prosecuted for the crime to which the witness's testimony relates.
             672          (4) (a) (i) A witness's disobedience to the direction of the chair or a direction of the
             673      majority of the members of the commission to answer a question, to appear in response to a
             674      subpoena, to produce evidence in response to a subpoena, or to otherwise comply with a
             675      subpoena or subpoena duces tecum, constitutes contempt.
             676          (ii) The chair's direction to answer a question may be overruled only by a vote of the
             677      majority of the commission members present.
             678          (b) The commission may compel obedience to the requirements of the commission by


             679      directing staff to file a contempt proceeding in the district court for Salt Lake County against a
             680      person who:
             681          (i) fails to comply with a subpoena or a subpoena duces tecum;
             682          (ii) refuses to answer a question relevant to the investigation that does not infringe on
             683      the person's constitutional rights; or
             684          (iii) is guilty of contempt on any other grounds specified in statute or recognized by
             685      common law.
             686          (5) (a) The scope of the ethics hearing is limited to the alleged violations stated in the
             687      ethics complaint.
             688          (b) Only relevant or material evidence is admissible in the hearing.
             689          (c) The chair's determination of admissibility is final and may be overruled only by a
             690      majority vote of the commission.
             691          Section 12. Section 63G-12-306 is enacted to read:
             692          63G-12-306. Ethics hearing -- Procedures for argument and testimony.
             693          (1) The commission shall permit opening statements to be provided by:
             694          (a) the person who filed the ethics complaint or that person's counsel; and
             695          (b) the respondent or the respondent's counsel.
             696          (2) (a) After hearing opening statements, at the direction of the chair, the commission
             697      may hear the testimony of:
             698          (i) the person who filed the ethics complaint;
             699          (ii) any witness called by the person who filed the ethics complaint;
             700          (iii) the respondent;
             701          (iv) any witness called by the respondent; and
             702          (v) any witness called by the commission.
             703          (b) Each witness shall testify under oath.
             704          (c) The chair shall permit each witness to make a brief opening statement if the witness
             705      desires.
             706          (d) The chair shall direct the examination of the witness as follows:
             707          (i) After the witness's presentation, the chair shall:
             708          (A) give commission members the opportunity to question the witness; and
             709          (B) give the respondent the opportunity to question the witness.


             710          (ii) The chair may allow further examination of the witness by the commission, the
             711      person filing the complaint, or the respondent.
             712          (e) (i) If a witness objects to a question, the chair may direct the witness to answer.
             713          (ii) If the witness declines to answer a question after being directed to answer by the
             714      chair, the witness may be held in contempt as provided in Subsection 63G-12-305 (4).
             715          (f) The chair shall direct each witness to furnish any relevant evidence for the
             716      commission's consideration if the witness has brought the material voluntarily or has been
             717      required to bring it by subpoena.
             718          (g) If the witness declines to provide evidence in response to a subpoena, the witness
             719      may be held in contempt as provided in Subsection 63G-12-305 (4).
             720          (h) The chair may allow a witness to insert into the record a sworn written statement of
             721      reasonable length that is relevant to the purpose, subject matter, and scope of the hearing.
             722          (3) The commission shall permit closing statements to be provided by:
             723          (a) the person who filed the ethics complaint or that person's counsel; and
             724          (b) the respondent or the respondent's counsel.
             725          Section 13. Section 63G-12-307 is enacted to read:
             726          63G-12-307. Ethics hearing -- Record.
             727          (1) The chair shall ensure that:
             728          (a) a record of the ethics hearing is made; and
             729          (b) the record includes:
             730          (i) rulings of the chair;
             731          (ii) questions of the committee and its staff;
             732          (iii) the testimony and responses of witnesses;
             733          (iv) sworn statements submitted to the commission;
             734          (v) any relevant document; and
             735          (vi) any other matters that a commission member directs.
             736          (2) After the ethics hearing is completed, the commission shall keep a file containing a
             737      comprehensive summary of the inquiry.
             738          Section 14. Section 63G-12-308 is enacted to read:
             739          63G-12-308. Ethics hearing -- Decision by commission -- Recommendations --
             740      Public release of certain records.


             741          (1) At the conclusion of the ethics hearing, or within five business days after the
             742      conclusion of the ethics hearing, the commission shall meet and determine, by a majority vote:
             743          (a) whether or not each alleged violation in the complaint is within the jurisdiction of
             744      the commission;
             745          (b) whether or not each alleged violation is substantiated by a preponderance of the
             746      evidence; and
             747          (c) what recommendations should be made by the commission in accordance with the
             748      requirements of this section.
             749          (2) A meeting conducted according to the requirements of this section is closed to the
             750      public and is not subject to the requirements of Title 52, Chapter 4, Open and Public Meetings
             751      Act.
             752          (3) (a) If the commission determines that the ethics complaint is unsubstantiated, the
             753      commission shall provide notice of that decision to the person who filed the ethics complaint
             754      and the respondent within ten business days after the conclusion of the ethics hearing.
             755          (b) If the commission determines that the ethics complaint is substantiated in whole or
             756      in part, the commission shall provide the person who filed the ethics complaint and the
             757      respondent with, within ten business days after the conclusion of the ethics hearing, a decision
             758      containing the following:
             759          (i) the name of the respondent;
             760          (ii) the name of the person filing the ethics complaint;
             761          (iii) the date, time, and location of the ethics hearing;
             762          (iv) for each alleged violation that was raised in the ethics complaint:
             763          (A) a statement of the alleged violation;
             764          (B) the commission's determination that the alleged violation is:
             765          (I) unsubstantiated;
             766          (II) substantiated in part;
             767          (III) substantiated; or
             768          (IV) not within the jurisdiction of the commission; and
             769          (C) a statement of the facts and legal conclusions that the commission relied upon to
             770      make its determination;
             771          (v) if the respondent is not a member of the Legislature, a statement of the


             772      commission's recommendations in relation to each violation that is substantiated or
             773      substantiated in part, which may be:
             774          (A) a private reprimand of the respondent;
             775          (B) a public reprimand of the respondent; or
             776          (C) a statement declining to issue a reprimand to the respondent;
             777          (vi) any other matters that a majority of the commission elects to include in the
             778      statement;
             779          (vii) the name of each member of the commission; and
             780          (viii) the signature of the chair of the commission.
             781          (4) If the complaint is substantiated or partially substantiated and the respondent is a
             782      member of the Legislature, the commission shall promptly provide a copy of the decision to:
             783          (a) (i) the president of the Senate; and
             784          (ii) the minority leader of the Senate; or
             785          (b) (i) the speaker of the House of Representatives; and
             786          (ii) the minority leader of the House of Representatives.
             787          (5) If the commission determines that the ethics complaint is substantiated or partially
             788      substantiated:
             789          (a) the commission's decision shall be made publicly available; and
             790          (b) the commission may elect, by a majority vote, to classify all or part of the following
             791      records as a public document:
             792          (i) the ethics complaint filed in relation to the hearing;
             793          (ii) the respondent's response to the ethics complaint;
             794          (iii) the record of the ethics hearing; and
             795          (iv) any other document or evidence received by the commission in relation to the
             796      ethics complaint filed in relation to the hearing.
             797          Section 15. Section 63G-12-309 is enacted to read:
             798          63G-12-309. Frivolous complaints -- Penalty.
             799          (1) A complaint filed under this chapter is frivolous if:
             800          (a) the complaint is filed with the commission;
             801          (b) (i) the complaint is returned by the commission under Section 63G-12-301 because
             802      it does not meet the requirements of that section;


             803          (ii) the commission votes to take no action on the complaint at the preliminary review
             804      meeting; or
             805          (iii) the commission determines that the complaint is unsubstantiated; and
             806          (c) the complaint is determined by a two-thirds vote of the commission to be filed
             807      primarily for the purpose of harassing the respondent.
             808          (2) Filing a frivolous complaint is a third degree felony.




Legislative Review Note
    as of 1-9-09 9:01 AM


Office of Legislative Research and General Counsel


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