S.B. 70 Enrolled

             1     

STATE DATA PORTAL AMENDMENTS

             2     
2014 GENERAL SESSION

             3     
STATE OF UTAH

             4     
Chief Sponsor: Deidre M. Henderson

             5     
House Sponsor: Steve Eliason

             6     
             7      LONG TITLE
             8      General Description:
             9          This bill modifies provisions related to the availability of public information and the
             10      duties of the Utah Transparency Advisory Board.
             11      Highlighted Provisions:
             12          This bill:
             13          .    modifies the composition of the Utah Transparency Advisory board;
             14          .    directs the Utah Transparency Advisory Board to analyze ways to make the
             15      information on the Utah Public Finance Website more relevant to citizens;
             16          .    directs the Utah Transparency Advisory Board to identify and prioritize public
             17      information in the possession of a state agency or political subdivision that may be
             18      appropriate for publication on the public information website;
             19          .    directs the Department of Administrative Services to:
             20              .    by certain dates, modify the public information website to include a single point
             21      of access for all Government Records Access and Management requests for
             22      executive agencies, school districts, charter schools, public transit districts,
             23      counties, municipalities, local districts, and special service districts; and
             24              .    modify the public information website to include links to already existing public
             25      information, provide multiple download options, provide additional public
             26      information when identified, and include technical elements that the Utah
             27      Transparency Advisory Board identifies as useful to a citizen using the website;
             28      and
             29          .    makes technical changes.


             30      Money Appropriated in this Bill:
             31          None
             32      Other Special Clauses:
             33          None
             34      Utah Code Sections Affected:
             35      AMENDS:
             36           63A-3-403 , as last amended by Laws of Utah 2013, Chapters 84 and 310
             37           63A-3-404 , as last amended by Laws of Utah 2009, Chapter 310
             38     
             39      Be it enacted by the Legislature of the state of Utah:
             40          Section 1. Section 63A-3-403 is amended to read:
             41           63A-3-403. Utah Transparency Advisory Board -- Creation -- Membership --
             42      Duties.
             43          (1) There is created within the department the Utah Transparency Advisory Board
             44      comprised of members knowledgeable about public finance or providing public access to
             45      public information.
             46          (2) The board consists of:
             47          (a) an individual appointed by the director of the Division of Finance;
             48          (b) an individual appointed by the executive director of the Governor's Office of
             49      Management and Budget;
             50          (c) an individual appointed by the governor on advice from the Legislative Fiscal
             51      Analyst;
             52          (d) one member of the Senate, appointed by the governor on advice from the president
             53      of the Senate;
             54          (e) one member of the House of Representatives, appointed by the governor on advice
             55      from the speaker of the House of Representatives;
             56          (f) an individual appointed by the director of the Department of Technology Services;
             57          (g) the director of the Division of Archives created in Section 63A-12-101 or the


             58      director's designee;
             59          (h) an individual who is a member of the State Records Committee created in Section
             60      63G-2-501 , appointed by the governor;
             61          (i) an individual representing counties, appointed by the governor;
             62          (j) an individual representing municipalities, appointed by the governor; [and]
             63          (k) an individual representing special districts, appointed by the governor; and
             64          [(k)] (l) two individuals who are members of the public and who have knowledge,
             65      expertise, or experience in matters relating to the board's duties under Subsection (10),
             66      appointed by the board members identified in Subsections (2)(a) through [(j)] (k).
             67          (3) The board shall:
             68          (a) advise the division on matters related to the implementation and administration of
             69      this part;
             70          (b) develop plans, make recommendations, and assist in implementing the provisions
             71      of this part;
             72          (c) determine what public financial information shall be provided by participating state
             73      and local entities, if the public financial information:
             74          (i) only includes records that:
             75          (A) are classified as public under Title 63G, Chapter 2, Government Records Access
             76      and Management Act;
             77          (B) are an accounting of money, funds, accounts, bonds, loans, expenditures, or
             78      revenues, regardless of the source; and
             79          (C) are owned, held, or administered by the participating state or local entity that is
             80      required to provide the record; and
             81          (ii) is of the type or nature that should be accessible to the public via a website based
             82      on considerations of:
             83          (A) the cost effectiveness of providing the information;
             84          (B) the value of providing the information to the public; and
             85          (C) privacy and security considerations;


             86          (d) evaluate the cost effectiveness of implementing specific information resources and
             87      features on the website;
             88          (e) establish size or budget thresholds to identify those local entities that qualify as
             89      participating local entities as defined in this part, giving special consideration to the budget and
             90      resource limitations of an entity with a current annual budget of less than $10,000,000;
             91          (f) require participating local entities to provide public financial information in
             92      accordance with the requirements of this part, with a specified content, reporting frequency,
             93      and form;
             94          (g) require a participating local entity's website to be accessible by link or other direct
             95      route from the Utah Public Finance Website if the participating local entity does not use the
             96      Utah Public Finance Website; [and]
             97          (h) determine the search methods and the search criteria that shall be made available to
             98      the public as part of a website used by a participating local entity under the requirements of this
             99      part, which criteria may include:
             100          (i) fiscal year;
             101          (ii) expenditure type;
             102          (iii) name of the agency;
             103          (iv) payee;
             104          (v) date; and
             105          (vi) amount[.]; and
             106          (i) analyze ways to improve the information on the Utah Public Finance Website so the
             107      information is more relevant to citizens, including through the use of:
             108          (i) infographics that provide more context to the data; and
             109          (ii) geolocation services, if possible.
             110          (4) The board shall annually elect a chair and a vice chair from its members.
             111          (5) (a) Each member shall serve a two-year term.
             112          (b) When a vacancy occurs in the membership for any reason, the replacement shall be
             113      appointed for the remainder of the unexpired term.


             114          (6) To accomplish its duties, the board[: (a) may meet as many as eight times during
             115      2013; and (b) shall, after 2013,] shall meet as it determines necessary.
             116          (7) Reasonable notice shall be given to each member of the board before any meeting.
             117          (8) A majority of the board constitutes a quorum for the transaction of business.
             118          (9) A member may not receive compensation or benefits for the member's service, but
             119      may receive per diem and travel expenses in accordance with:
             120          (a) Section 63A-3-106 ;
             121          (b) Section 63A-3-107 ; and
             122          (c) rules made by the Division of Finance pursuant to Sections 63A-3-106 and
             123      63A-3-107 .
             124          (10) (a) As used in [this Subsection] Subsections (10) and (11):
             125          (i) "Information website" means a single Internet website containing public information
             126      or links to public information.
             127          (ii) "Public information" means records of state or local government that are classified
             128      as public under Title 63G, Chapter 2, Government Records Access and Management Act.
             129          (b) The board shall:
             130          (i) study the establishment of an information website and develop recommendations for
             131      its establishment;
             132          (ii) develop recommendations about how to make public information more readily
             133      available to the public through the information website;
             134          (iii) develop standards to make uniform the format and accessibility of public
             135      information posted to the information website; and
             136          [(iv) no later than November 30, 2013, report the board's recommendations and
             137      standards developed under Subsections (10)(b)(i) through (iii) to the executive director and the
             138      Legislative Management Committee.]
             139          (iv) identify and prioritize public information in the possession of a state agency or
             140      political subdivision that may be appropriate for publication on the information website.
             141          (c) In fulfilling its duties under Subsection (10)(b), the board shall be guided by


             142      principles that encourage:
             143          (i) (A) the establishment of a standardized format of public information that makes the
             144      information more easily accessible by the public;
             145          (B) the removal of restrictions on the reuse of public information;
             146          (C) minimizing limitations on the disclosure of public information while appropriately
             147      safeguarding sensitive information; and
             148          (D) balancing factors in favor of excluding public information from an information
             149      website against the public interest in having the information accessible on an information
             150      website;
             151          (ii) (A) permanent, lasting, open access to public information; and
             152          (B) the publication of bulk public information;
             153          (iii) the implementation of well-designed public information systems that ensure data
             154      quality, create a public, comprehensive list or index of public information, and define a process
             155      for continuous publication of and updates to public information;
             156          (iv) the identification of public information not currently made available online and the
             157      implementation of a process, including a timeline and benchmarks, for making that public
             158      information available online; and
             159          (v) accountability on the part of those who create, maintain, manage, or store public
             160      information or post it to an information website.
             161          (d) The department shall implement the board's recommendations, including the
             162      establishment of an information website, to the extent that implementation:
             163          (i) is approved by the Legislative Management Committee;
             164          (ii) does not require further legislative appropriation; and
             165          (iii) is within the department's existing statutory authority.
             166          (11) The department shall, in consultation with the board and as funding allows,
             167      modify the information website described in Subsection (10) to:
             168          (a) by January 1, 2015, serve as a point of access for Government Records Access and
             169      Management requests for executive agencies;


             170          (b) by January 1, 2016, serve as a point of access for Government Records Access and
             171      Management requests for:
             172          (i) school districts;
             173          (ii) charter schools;
             174          (iii) public transit districts created under Title 17B, Chapter 2a, Part 8, Public Transit
             175      District Act;
             176          (iv) counties; and
             177          (v) municipalities;
             178          (c) by January 1, 2017, serve as a point of access for Government Records Access and
             179      Management requests for:
             180          (i) local districts under Title 17B, Limited Purpose Local Government Entities - Local
             181      Districts; and
             182          (ii) special service districts under Title 17D, Chapter 1, Special Service District Act;
             183          (d) except as provided in Subsection (12)(a), provide link capabilities to other existing
             184      repositories of public information, including maps, photograph collections, legislatively
             185      required reports, election data, statute, rules, regulations, and local ordinances that exist on
             186      other agency and political subdivision websites;
             187          (e) provide multiple download options in different formats, including nonproprietary,
             188      open formats where possible;
             189          (f) provide any other public information that the board, under Subsection (10),
             190      identifies as appropriate for publication on the information website; and
             191          (g) incorporate technical elements the board identifies as useful to a citizen using the
             192      information website.
             193          (12) (a) The department, in consultation with the board, shall establish by rule any
             194      restrictions on the inclusion of maps and photographs, as described in Subsection (11)(d), on
             195      the website described in Subsection (10) if the inclusion would pose a potential security
             196      concern.
             197          (b) The website described in Subsection (10) may not publish any record that is


             198      classified as private, protected, or controlled under Title 63G, Chapter 2, Government Records
             199      Access and Management Act.
             200          Section 2. Section 63A-3-404 is amended to read:
             201           63A-3-404. Rulemaking authority.
             202          (1) After consultation with the board, and in accordance with Title 63G, Chapter 3,
             203      Utah Administrative Rulemaking Act, the Division of Finance shall make rules to:
             204          (a) require participating state entities to provide public financial information for
             205      inclusion on the Utah Public Finance Website;
             206          (b) define, either uniformly for all participating state entities, or on an entity by entity
             207      basis, the term "public financial information" using the standards provided in Subsection
             208      63A-3-403 [(2)](3)(c); and
             209          (c) establish procedures for obtaining, submitting, reporting, storing, and providing
             210      public financial information on the Utah Public Finance Website, which may include a
             211      specified reporting frequency and form.
             212          (2) After consultation with the board, and in accordance with Title 63G, Chapter 3,
             213      Utah Administrative Rulemaking Act, the Division of Finance may make rules to:
             214          (a) require a participating state or local entity to list certain expenditures made by a
             215      person under a contract with the entity; and
             216          (b) if a list is required under Subsection (2)(a), require the following information to be
             217      included:
             218          (i) the name of the participating state or local entity making the expenditure;
             219          (ii) the name of the person receiving the expenditure;
             220          (iii) the date of the expenditure;
             221          (iv) the amount of the expenditure;
             222          (v) the purpose of the expenditure;
             223          (vi) the name of each party to the contract;
             224          (vii) an electronic copy of the contract; or
             225          (viii) any other criteria designated by rule.


             226     


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