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S.B. 156

             1     

AMENDMENTS TO UTAH TECHNOLOGY

             2     
FINANCE CORPORATION

             3     
1999 GENERAL SESSION

             4     
STATE OF UTAH

             5     
Sponsor: L. Steven Poulton

             6      AN ACT RELATING TO COMMUNITY AND ECONOMIC DEVELOPMENT;
             7      RECODIFYING THE UTAH TECHNOLOGY FINANCE CORPORATION ACT; PROVIDING
             8      LEGISLATIVE INTENT; PROVIDING DEFINITIONS; ADDRESSING THE CREATION OF
             9      THE CORPORATION; ADDRESSING THE MEMBERSHIP OF THE BOARD OF TRUSTEES;
             10      PROVIDING FOR OFFICERS AND EMPLOYEES; ADDRESSING POWERS; ADDRESSING
             11      CHANGES IN ORGANIZATION; ADDRESSING DUTIES AND LIMITATIONS;
             12      ADDRESSING ISSUANCE OF LOANS TO QUALIFIED BUSINESSES; ADDRESSING
             13      CONFLICTS OF INTEREST; ADDRESSING CONFIDENTIALITY OF INFORMATION;
             14      ADDRESSING LIABILITY OF THE STATE; ADDRESSING HOLDING OF FUNDS BY
             15      STATE TREASURER; ADDRESSING ANNUAL REPORTS AND AUDITS; PROVIDING
             16      EXEMPTIONS FROM CERTAIN STATUTES; ADDRESSING STANDING OF ATTORNEY
             17      GENERAL TO SUE; PROVIDING A TRANSITION CLAUSE; AND MAKING TECHNICAL
             18      CHANGES.
             19      This act affects sections of Utah Code Annotated 1953 as follows:
             20      AMENDS:
             21          9-2-1303, as last amended by Chapter 206, Laws of Utah 1993
             22          11-37-101, as last amended by Chapter 200, Laws of Utah 1995
             23          51-7-4, as last amended by Chapter 263, Laws of Utah 1995
             24          63-55-209, as last amended by Chapter 13, Laws of Utah 1998
             25          63-95-102, as enacted by Chapter 152, Laws of Utah 1998
             26      ENACTS:
             27          9-13-101, Utah Code Annotated 1953


             28          9-13-102, Utah Code Annotated 1953
             29          9-13-103, Utah Code Annotated 1953
             30          9-13-201, Utah Code Annotated 1953
             31          9-13-202, Utah Code Annotated 1953
             32          9-13-203, Utah Code Annotated 1953
             33          9-13-204, Utah Code Annotated 1953
             34          9-13-301, Utah Code Annotated 1953
             35          9-13-302, Utah Code Annotated 1953
             36          9-13-303, Utah Code Annotated 1953
             37          9-13-304, Utah Code Annotated 1953
             38          9-13-305, Utah Code Annotated 1953
             39          9-13-401, Utah Code Annotated 1953
             40          9-13-402, Utah Code Annotated 1953
             41          9-13-403, Utah Code Annotated 1953
             42          9-13-404, Utah Code Annotated 1953
             43          9-13-405, Utah Code Annotated 1953
             44          9-13-406, Utah Code Annotated 1953
             45      REPEALS:
             46          9-2-701, as renumbered and amended by Chapter 241, Laws of Utah 1992
             47          9-2-702, as renumbered and amended by Chapter 241, Laws of Utah 1992
             48          9-2-703, as renumbered and amended by Chapter 241, Laws of Utah 1992
             49          9-2-704, as last amended by Chapter 243, Laws of Utah 1996
             50          9-2-705, as renumbered and amended by Chapter 241, Laws of Utah 1992
             51          9-2-706, as last amended by Chapter 10, Laws of Utah 1997
             52          9-2-707, as last amended by Chapter 4, Laws of Utah 1993
             53      This act enacts uncodified material.
             54      Be it enacted by the Legislature of the state of Utah:
             55          Section 1. Section 9-2-1303 is amended to read:
             56           9-2-1303. Utah Capital Access Fund.
             57          (1) There is created within the office of the state treasurer the Utah Capital Access Fund.
             58      The purpose of the fund shall be to encourage lending institutions to make debt capital more


             59      readily available to small businesses in Utah of a size that may be eligible for Small Business
             60      Administration loans under 13 C.F.R. Sec. 121.1. The fund shall consist of any money
             61      appropriated by the Legislature, fees and premiums paid by participating lenders and borrowers,
             62      any other money from any other source, public or private, and interest and income earned on these
             63      monies.
             64          (2) The Utah Technology Finance Corporation created in [Part 7 of this chapter] Chapter
             65      13 shall administer and supervise the fund in all aspects and shall market the availability of the
             66      fund to lending institutions and to any business in Utah of a size that may be eligible for Small
             67      Business Administration loans under 13 C.F.R. Sec. 121.1.
             68          Section 2. Section 9-13-101 is enacted to read:
             69     
CHAPTER 13. UTAH TECHNOLOGY AND SMALL BUSINESS FINANCE ACT

             70     
Part 1. General Provisions

             71          9-13-101. Title.
             72          This chapter is known as the "Utah Technology and Small Business Finance Act."
             73          Section 3. Section 9-13-102 is enacted to read:
             74          9-13-102. Legislative findings.
             75          (1) (a) The corporation is created with the primary purpose of supporting the development
             76      of qualifying businesses with loans through a revolving loan fund which includes state-provided
             77      monies.
             78          (b) The corporation is created for this purpose because the Legislature finds that:
             79          (i) the growth of small businesses that develop qualifying products and services is
             80      necessary to ensure:
             81          (A) adequate employment for the state's citizens;
             82          (B) growth and vitality of the state's economy; and
             83          (C) diversity critical to the health and strength of the economy throughout the state; and
             84          (ii) financial resources in this state are not adequate to support small businesses developing
             85      qualifying products or services.
             86          (2) (a) In addition to the primary purpose described in Subsection (2)(a) and from monies
             87      other than state provided monies, the corporation may support the development of small businesses
             88      in Utah through:
             89          (i) helping small businesses obtain loans, grants, and other forms of assistance from private


             90      and other public sources;
             91          (ii) administering funds and programs on behalf of other public entities; and
             92          (iii) qualifying for grants and loans from public and private entities to be used to provide
             93      financing for small businesses with an emphasis on qualifying businesses.
             94          (b) The corporation is permitted to engage in the activities described in Subsection (2)(a)
             95      because the Legislature finds:
             96          (i) (A) funds are available to help finance economic development loan programs;
             97          (B) the state may not be eligible to receive the funds described in Subsection (2)(b)(i)(A);
             98      and
             99          (C) an organization such as an independent public corporation permits the state and its
             100      citizens to receive the full benefit from the funds described in Subsection (2)(b)(i)(A); and
             101          (ii) (A) many political subdivisions and other public entities qualify for funds for loan
             102      programs, but lack the resources and expertise to administer a loan program in the most efficient
             103      and cost-effective manner; and
             104          (B) the entities described in Subsection (2)(b)(ii)(A) are aided by establishing an
             105      independent public corporation that can assist with the administration of those loan programs.
             106          (3) By creating the corporation as an independent public corporation:
             107          (a) the Legislature intends that the state be protected from potential liability for claims
             108      against the corporation; and
             109          (b) the corporation can qualify for certain grants, loans, and other forms of assistance from
             110      the federal government and other sources for which the state itself is not eligible.
             111          Section 4. Section 9-13-103 is enacted to read:
             112          9-13-103. Definitions.
             113          As used in this chapter:
             114          (1) "Board" means the board of trustees created by Section 9-13-202 .
             115          (2) "Business partner" means a person that controls an entity in which a trustee, officer,
             116      or employee of the corporation:
             117          (a) holds a controlling interest; or
             118          (b) serves as director, trustee, officer, or employee.
             119          (3) "Corporation" means the Utah Technology Finance Corporation created in Section
             120      9-13-201 .


             121          (4) "Proprietary information" means:
             122          (a) a trade secret;
             123          (b) commercial or financial information that if disclosed may result in an unfair
             124      competitive injury to the person submitting the information to the corporation; and
             125          (c) information supplied to the corporation if:
             126          (i) the person supplying the information requests that it not be disclosed; and
             127          (ii) the corporation reasonably determines that the disclosure is not in the public interest.
             128          (5) "Qualifying business" means a person determined to be a qualifying business by the
             129      corporation in accordance with Section 9-13-303 .
             130          (6) "Qualifying product" means equipment, goods, software, or other tangible, intangible,
             131      or intellectual property:
             132          (a) that is primarily designed to perform one or more of the following functions:
             133          (i) computing;
             134          (ii) telecommunications or other transmission of information;
             135          (iii) aerospace or other aeronautical travel, exploration, or research; or
             136          (iv) pollution control or other environmental services; or
             137          (b) that primarily consists of:
             138          (i) a medical product or treatment;
             139          (ii) a genetically engineered product; or
             140          (iii) a product using new materials or designs that:
             141          (A) increases effectiveness, efficiency, or durability; or
             142          (B) reduces costs.
             143          (7) "Qualifying services" means a service provided through a computer network including
             144      the Internet.
             145          (8) "Relative" or "relation" means a:
             146          (a) direct ancestor or descendent;
             147          (b) spouse;
             148          (c) sibling; or
             149          (d) a direct ancestor, descendent, or sibling of a spouse.
             150          (9) "State agency" means a department, commission, board, council, agency, institution,
             151      officer, corporation, fund, division, office, committee, authority, laboratory, library, unit, bureau,


             152      panel, or other administrative unit of the state.
             153          (10) "State-provided monies" means:
             154          (a) monies appropriated to the corporation by the Legislature;
             155          (b) monies provided to the corporation by a state agency; and
             156          (c) any interest earned on the monies described in Subsections (10)(a) and (b).
             157          Section 5. Section 9-13-201 is enacted to read:
             158     
Part 2. Organization of Corporation

             159          9-13-201. Utah Technology Finance Corporation -- Nonprofit corporation.
             160          (1) There is created an independent public corporation known as the "Utah Technology
             161      Finance Corporation."
             162          (2) (a) The corporation shall operate as a nonprofit corporation in accordance with Title
             163      16, Chapter 6, Utah Nonprofit Corporation and Cooperative Association Act, to the extent that
             164      Title 16, Chapter 6, does not conflict with this chapter.
             165          (b) The corporation shall file with the Division of Corporations and Commercial Code:
             166          (i) articles of incorporation; and
             167          (ii) any amendment to its articles of incorporation.
             168          (c) In addition to the articles of incorporation, the corporation may adopt bylaws and
             169      operational policies that are consistent with this chapter.
             170          Section 6. Section 9-13-202 is enacted to read:
             171          9-13-202. Board of trustees.
             172          (1) (a) The corporation shall be governed by a board of trustees consisting of the following
             173      members:
             174          (i) the executive director of the Department of Community and Economic Development
             175      or the executive director's designee;
             176          (ii) the commissioner of the Department of Financial Institutions or the commissioner's
             177      designee; and
             178          (iii) at least five but not more than nine trustees appointed by the governor with the
             179      consent of the Senate.
             180          (b) A trustee appointed under Subsection (1)(a)(iii) shall be appointed:
             181          (i) for a staggered four-year term; and
             182          (ii) from:


             183          (A) representatives of the business, banking and finance, venture capital, engineering,
             184      scientific, academic, legal, and accounting communities; and
             185          (B) the general public.
             186          (c) The chief executive officer of the corporation may not be a trustee.
             187          (d) (i) If the executive director or the commissioner of the Department of Financial
             188      Institutions appoints a designee, the executive director or the commissioner shall notify the
             189      corporation in writing of the appointment of the designee prior to the designee serving on the
             190      board.
             191          (ii) The term of a designee appointed in accordance with Subsection (1)(d)(i) terminates
             192      when the designee:
             193          (A) resigns;
             194          (B) is unable to serve; or
             195          (C) is replaced by the executive director or commissioner.
             196          (2) (a) A trustee appointed under Subsection (1)(a)(iii) may be removed at any time by the
             197      board, by an affirmative vote of not less than two-thirds of all voting members of the board.
             198          (b) A person appointed to replace a trustee who does not serve a full term shall serve the
             199      remainder of the original term.
             200          (c) A trustee appointed under Subsection (1)(a)(iii) shall serve until a successor is
             201      appointed by the governor with the consent of the Senate unless the trustee:
             202          (i) is removed under Subsection (2)(a); or
             203          (ii) is unable to serve on the board.
             204          (3) Notwithstanding the requirement of Subsection (1), the governor shall, at the time of
             205      appointment or reappointment of a trustee, adjust the length of terms to ensure that the terms of
             206      board members are staggered so that approximately half of the board is appointed every two years.
             207          (4) Unless the articles of incorporation or bylaws of the corporation or statute requires a
             208      higher number of trustees:
             209          (a) a majority of the board of trustees constitutes a quorum; and
             210          (b) if a quorum is present when a vote is taken, the affirmative vote of a majority of
             211      trustees present constitutes an action of the board.
             212          (5) (a) (i) A trustee who is not a government employee shall receive no compensation or
             213      benefits for serving as a trustee, but may receive per diem and expenses incurred in the


             214      performance of the trustee's official duties at the rates established by the Division of Finance under
             215      Sections 63A-3-106 and 63A-3-107 .
             216          (ii) A trustee may decline to receive per diem and expenses.
             217          (b) (i) A trustee who is employed by the state or any political subdivision of the state and
             218      does not receive salary, per diem, or expenses for serving as a trustee may receive per diem and
             219      expenses from the corporation at the rates established by the Division of Finance under Sections
             220      63A-3-106 and 63A-3-107 .
             221          (ii) A state government trustee may decline to receive per diem and expenses.
             222          (c) (i) A higher education trustee who does not receive salary, per diem, or expenses from
             223      the institution where the trustee is employed for service as a trustee may receive per diem and
             224      expenses from the corporation at the rates established by the Division of Finance under Sections
             225      63A-3-106 and 63A-3-107 .
             226          (ii) A higher education trustee may decline to receive per diem and expenses.
             227          Section 7. Section 9-13-203 is enacted to read:
             228          9-13-203. Chief executive officer -- Officers and employees -- Independent legal
             229      counsel.
             230          The board shall:
             231          (1) appoint a chief executive officer to administer the corporation under the direction of
             232      the board;
             233          (2) appoint other officers as necessary;
             234          (3) employ necessary staff:
             235          (a) within the limitations of the budget; and
             236          (b) as the board determines necessary for the conduct of the business of the corporation;
             237          (4) determine compensation and other benefits for each officer and employee of the
             238      corporation;
             239          (5) compensate officers and employees from:
             240          (a) the funds of the corporation; or
             241          (b) other resources available to the corporation; and
             242          (6) hire and retain independent legal counsel.
             243          Section 8. Section 9-13-204 is enacted to read:
             244          9-13-204. Change in organizational structure -- Sell of all or substantially all of the


             245      corporation's assets -- Terminate operations.
             246          (1) Except funds held on behalf of another entity or subject to provisions of a grant or loan
             247      requiring return of the funds if the corporation ceases to be a public entity, all funds, property, or
             248      other assets of the corporation are public property and may not be disposed of except in
             249      compliance with this chapter.
             250          (2) (a) The corporation may not be privatized or take any of the actions described in
             251      Subsection (2)(b) unless it complies with the process described in Section 63-95-104 .
             252          (b) Subsection (2)(a) applies to the following actions:
             253          (i) changing the corporation's status as an independent public corporation;
             254          (ii) granting or conveying all or substantially all of the corporation's funds to any private
             255      entity; or
             256          (iii) selling, assigning, conveying, hypothecating, pledging, or otherwise transferring
             257      control or ownership of all or substantially all of its assets, including all or substantially all of its
             258      loan receivables, to any private entity.
             259          (3) The Legislature may provide for the dissolution of the corporation and the return of any
             260      state-provided monies or state property to the state.
             261          Section 9. Section 9-13-301 is enacted to read:
             262     
Part 3. Operations of the Corporation

             263          9-13-301. Powers of the corporation.
             264          (1) Except as limited by this chapter, the Utah Constitution, or any state law applicable to
             265      an independent or quasi-independent public entity, the corporation has all the rights, authorities,
             266      privileges, and immunities of a nonprofit corporation including:
             267          (a) providing from its funds direct loans to qualifying businesses in accordance with
             268      Section 9-13-303 ;
             269          (b) compromising claims and entering into work-out or settlement agreements with a
             270      borrower, guarantor, or other person;
             271          (c) writing-off all or any portion of a loan in default if the corporation determines that:
             272          (i) the borrower is not able to repay all or any portion of the loan; or
             273          (ii) it is unlikely that collection of all or any portion of the loan can be economically
             274      pursued;
             275          (d) appointing or seeking appointment of a receiver or conservator of a borrower in


             276      default;
             277          (e) (i) applying for, soliciting, contracting for, and accepting loans, grants, and other types
             278      of funding from federal, state, and other government entities; and
             279          (ii) lending the funds described in Subsection (1)(e)(i) in compliance with the terms and
             280      conditions of the program through or from which the funds are obtained;
             281          (f) applying for, soliciting, contracting for, and agreeing to administer funds and provide
             282      other services on behalf of and to federal, state, and other government entities;
             283          (g) receiving:
             284          (i) appropriations from the Legislature;
             285          (ii) other public monies; and
             286          (iii) contributions from private or public entities; and
             287          (h) seeking federal and state tax exemptions.
             288          (2) Notwithstanding Subsections (1)(e) and (f), the corporation may engage in these
             289      activities only to the extent that they:
             290          (a) are consistent with and do not interfere with the extending of loans to qualified persons
             291      under Section 9-13-303 ;
             292          (b) are for the benefit of small businesses as defined by the United States Small Business
             293      Administration; and
             294          (c) consist of less than 50% of the total amount of loans extended or administered by the
             295      corporation.
             296          Section 10. Section 9-13-302 is enacted to read:
             297          9-13-302. Limitations.
             298          (1) The corporation, either with state-provided monies or monies from any other source,
             299      may provide financial assistance only to a person that has located within Utah:
             300          (a) its primary place of business; and
             301          (b) its primary business operations.
             302          (2) The corporation shall provide assistance to persons so that to the extent possible the
             303      corporation benefits all areas of the state.
             304          (3) The corporation may not acquire a controlling interest in or exercise control over any
             305      other entity.
             306          (4) (a) The corporation may not apply for, accept loans or grants from, or administer funds


             307      on behalf of, a federal or other public entity if the state or a qualified private entity in Utah has
             308      applied for the loan or grant.
             309          (b) Notwithstanding Subsection (4)(a), the state or a political subdivision of the state may
             310      contract with the corporation to administer a publicly funded program on behalf of the state or
             311      political subdivision regardless of the availability or eligibility of private persons to administer the
             312      program.
             313          Section 11. Section 9-13-303 is enacted to read:
             314          9-13-303. Loans to qualified businesses.
             315          (1) (a) Before extending to a person a loan funded in whole or in part by state-provided
             316      monies, the corporation shall determine whether or not that person is a qualified business under
             317      Subsection (1)(b).
             318          (b) To be a qualified business under this section, a person shall file an application with the
             319      corporation that demonstrates to the satisfaction of the corporation that the person:
             320          (i) is a small business as defined by the United States Small Business Administration;
             321          (ii) is seeking financing to develop or market:
             322          (A) a qualifying product or service that is innovative in the marketplace; or
             323          (B) an innovation of an existing qualifying product or service;
             324          (iii) has located within Utah:
             325          (A) its primary place of business; and
             326          (B) its primary business operations; and
             327          (iv) cannot obtain financing from a private source.
             328          (c) For purposes of determining whether a person is a qualified business:
             329          (i) the length of time the person has operated as a business is not determinative;
             330          (ii) a qualifying product or service can be innovative even if it is offered by more than one
             331      person in the marketplace; and
             332          (iii) the corporation shall evaluate the person in relation to the economic conditions in the
             333      community where the person is or will be based.
             334          (2) In determining whether to extend a loan to a qualified business, the corporation shall
             335      consider:
             336          (a) effects of the activities of the qualified business on the quality of the land, air, water,
             337      and general environment of the state; and


             338          (b) whether the loan to the qualified business is consistent with Subsection 9-13-302 (2).
             339          (3) The corporation shall collect all loans unless:
             340          (a) it is not cost effective to pursue collection efforts; or
             341          (b) the corporation decides to write-off all or a portion of the loan as uncollectible.
             342          (4) If the corporation extends a loan to a qualified business, the corporation shall enter into
             343      a written contract with the qualified business. The written contract shall contain the specific terms
             344      and conditions of the loan, including a requirement that the qualified business give the corporation
             345      regular reports on the status of the monies loaned to the qualified business.
             346          Section 12. Section 9-13-304 is enacted to read:
             347          9-13-304. Conflict of interests.
             348          The corporation may not make a loan, otherwise assist, or contract to purchase goods or
             349      services from, any of the following:
             350          (1) a trustee, officer, or employee of the corporation, except for salary, benefits,
             351      indemnities, and other forms of compensation pertaining to the individual's employment or service
             352      for the corporation;
             353          (2) an individual who is related to a trustee, officer, or employee of the corporation;
             354          (3) an individual who is a business partner of a trustee, officer, or employee of the
             355      corporation;
             356          (4) an entity in which a trustee, officer, or employee of the corporation:
             357          (a) serves as a trustee, director, officer, employee, or representative; or
             358          (b) owns or beneficially controls:
             359          (i) more than 5% of the voting stock of a corporation; or
             360          (ii) if the entity is not a corporation, exercises an interest equivalent to Subsection (4)(b)(i);
             361          (5) an entity in which a relative, business partner, or relative of a business partner of a
             362      trustee, officer, or employee of the corporation:
             363          (a) serves as a trustee, director, officer, employee, or representative; or
             364          (b) owns or beneficially controls:
             365          (i) more than 5% of the voting stock of a corporation; or
             366          (ii) if the entity is not a corporation, exercises an interest equivalent to Subsection (5)(b)(i);
             367          (6) a person that has made or has received an application to extend a loan to:
             368          (a) a trustee, officer, or employee of the corporation; or


             369          (b) a person described in Subsections (1) through (5); or
             370          (7) a person where a conflict of interest may reasonably exist affecting any trustee, officer,
             371      or employee of the corporation.
             372          Section 13. Section 9-13-305 is enacted to read:
             373          9-13-305. Confidentiality of information received by corporation -- Availability of
             374      information.
             375          (1) Proprietary information obtained by the corporation under this chapter from any person
             376      applying for a loan or from a financial, governmental, educational, and other source is protected
             377      and not available for public inspection except as provided in Subsection (2).
             378          (2) The following records and information are open to the public:
             379          (a) an annual report published by the corporation under this chapter;
             380          (b) a record that:
             381          (i) contains data on an individual; and
             382          (ii) is classified as public under Title 63, Chapter 2, Government Records Access and
             383      Management Act; and
             384          (c) a record that:
             385          (i) does not contain data on an individual or proprietary information; and
             386          (ii) is open to the public under Title 63, Chapter 2, Government Records Access and
             387      Management Act.
             388          Section 14. Section 9-13-401 is enacted to read:
             389     
Part 4. Relationship to the State

             390          9-13-401. Liability of state for claims against corporation -- Immunity of corporation.
             391          (1) Notwithstanding Title 63, Chapter 30, Utah Governmental Immunity Act, the following
             392      are immune from suit based on, derived from, or otherwise pertaining to any contract, act,
             393      omission, obligation, duty, or responsibility of, or any claim, judgment, or penalty against the
             394      corporation or any of its trustees, officers, employees, representatives, or agents:
             395          (a) a governmental entity, as defined in Subsection 63-30-2 (3); or
             396          (b) a government employee, as defined in Subsection 63-30-2 (2).
             397          (2) The corporation, its trustees, officers, employees, agents, and representatives are
             398      immune from suit and shall be entitled to indemnification as provided in Title 63, Chapter 30, Utah
             399      Governmental Immunity Act.


             400          Section 15. Section 9-13-402 is enacted to read:
             401          9-13-402. Monies held by state treasurer -- Limitation on use of state funds.
             402          (1) The corporation shall submit to the custody of the state treasurer:
             403          (a) all state-provided monies;
             404          (b) public monies; or
             405          (c) other monies made available to the corporation from:
             406          (i) any governmental agency; or
             407          (ii) any person public or private.
             408          (2) As necessary, the state treasurer may establish separate funds and accounts for the
             409      monies submitted under Subsection (1).
             410          (3) (a) The corporation shall use the monies described in Subsection (1) and all interest
             411      earned on those funds in accordance with this chapter.
             412          (b) Notwithstanding Subsection (3)(a), the corporation may use state-provided monies only
             413      to extend loans to qualified persons as provided in Section 9-13-303 .
             414          Section 16. Section 9-13-403 is enacted to read:
             415          9-13-403. Annual reports.
             416          (1) Following the close of each fiscal year, the corporation shall submit an annual report
             417      of its activities for the preceding year to the governor and the Legislature.
             418          (2) A report required by Subsection (1) shall include:
             419          (a) a complete operating report;
             420          (b) an audited financial statement of the corporation during the fiscal year it covers;
             421          (c) a statement of loan delinquencies as of the end of the fiscal year; and
             422          (d) a statement of net loan write-offs during the fiscal year.
             423          Section 17. Section 9-13-404 is enacted to read:
             424          9-13-404. Annual audit.
             425          (1) The state auditor shall at least once in each year:
             426          (a) audit the books and accounts of the corporation; or
             427          (b) contract with a nationally recognized independent certified public accountant to
             428      perform an audit that shall be submitted for review to the state auditor within 90 calendar days
             429      after the end of the fiscal year covered by the audit.
             430          (2) The corporation shall reimburse the state auditor from available monies of the


             431      corporation for the actual and necessary costs of the audit required by Subsection (1).
             432          Section 18. Section 9-13-405 is enacted to read:
             433          9-13-405. Exemptions from certain statutes.
             434          The corporation is exempt from:
             435          (1) Title 51, Chapter 5, Funds Consolidation Act;
             436          (2) Title 51, Chapter 7, State Money Management Act;
             437          (3) Title 63, Chapter 38, Budgetary Procedures Act;
             438          (4) Title 63A, Chapter 1, Department of Administrative Services; and
             439          (5) Title 67, Chapter 19, Utah State Personnel Management Act.
             440          Section 19. Section 9-13-406 is enacted to read:
             441          9-13-406. Standing of attorney general to sue.
             442          The attorney general has standing to sue the corporation and its trustees, officers, and
             443      employees to enjoin any:
             444          (1) violation of the Utah Constitution;
             445          (2) any violation of any applicable law of this state or the United States; or
             446          (3) breach of any duty or responsibility of a trustee, officer, or employee of the corporation.
             447          Section 20. Section 11-37-101 is amended to read:
             448           11-37-101. Definition -- Procurement -- Use of recycled goods.
             449          (1) "Local government entity" means:
             450          (a) municipalities, cities, and counties;
             451          (b) entities created under Title 26A, Chapter 1, Local Health Department [Act]; and
             452          (c) political subdivisions created by cities or counties, including entities created under:
             453          (i) Title 11, Chapter 13, Interlocal Cooperation Act;
             454          (ii) Title 9, Chapter 4, Part 9, Utah Housing Finance Agency Act; and
             455          (iii) Title 9, Chapter [2, Part 7] 13, Utah Technology and Small Business Finance
             456      [Corporation] Act.
             457          (2) The procurement officer or other person responsible for purchasing supplies for each
             458      local government entity shall:
             459          (a) maintain for reference a copy of the current listing of recycled items available on state
             460      contract as issued by the chief procurement officer under Section 63-56-9 ; and
             461          (b) give recycled items consideration when inviting bids and purchasing supplies.


             462          Section 21. Section 51-7-4 is amended to read:
             463           51-7-4. Transfer of functions, powers, and duties relating to public funds to state
             464      treasurer -- Exceptions -- Deposit of income from investment of state money.
             465          (1) Unless otherwise required by the Utah Constitution or applicable federal law, the
             466      functions, powers, and duties vested by law in each and every state officer, board, commission,
             467      institution, department, division, agency, and other similar instrumentalities relating to the deposit,
             468      investment, or reinvestment of public funds, and the purchase, sale, or exchange of any
             469      investments or securities of or for any funds or accounts under the control and management of
             470      these instrumentalities, are transferred to and shall be exercised by the state treasurer, except:
             471          (a) funds assigned to the Utah State Retirement Board for investment under Section
             472      49-1-302 ;
             473          (b) funds of member institutions of the state system of higher education:
             474          (i) acquired by gift, devise, or bequest, or by federal or private contract or grant;
             475          (ii) derived from student fees or from income from operations of auxiliary enterprises,
             476      which fees and income are pledged or otherwise dedicated to the payment of interest and principal
             477      of bonds issued by such institutions; and
             478          (iii) any other funds which are not included in the institution's work program as approved
             479      by the State Board of Regents;
             480          [(c) funds of the Utah Technology Finance Corporation;]
             481          [(d)] (c) inmate funds as provided in Section 64-13-23 or in Title 64, Chapter 9b;
             482          [(e)] (d) trust funds established by judicial order;
             483          [(f)] (e) funds of the Utah Workers' Compensation Fund; and
             484          [(g)] (f) funds of the Utah Housing Finance Agency.
             485          (2) All public funds held or administered by the state or any of its boards, commissions,
             486      institutions, departments, divisions, agencies, or similar instrumentalities and not transferred to the
             487      state treasurer as provided by this section shall be:
             488          (a) deposited and invested by the custodian in accordance with this chapter, unless
             489      otherwise required by statute or by applicable federal law; and
             490          (b) reported to the state treasurer in a form prescribed by the state treasurer.
             491          (3) Unless otherwise provided by the constitution or laws of this state or by contractual
             492      obligation, the income derived from the investment of state money by the state treasurer shall be


             493      deposited in and become part of the General Fund.
             494          Section 22. Section 63-55-209 is amended to read:
             495           63-55-209. Repeal dates, Title 9.
             496          (1) Title 9, Chapter 1, Part 8, Commission on National and Community Service Act, is
             497      repealed July 1, 1999.
             498          (2) Title 9, Chapter 2, Part 3, Small Business Advisory Council, is repealed July 1, 1999.
             499          (3) Title 9, Chapter 2, Part 4, Enterprise Zone Act, is repealed July 1, 2008.
             500          (4) Title 9, Chapter [2, Part 7] 13, Utah Technology Finance [Corporation] and Small
             501      Business Act, is repealed July 1, 2002.
             502          (5) Section 9-2-1208 regarding waste tire recycling loans is repealed July 1, 2000.
             503          (6) Title 9, Chapter 2, Part 16, Recycling Market Development Zone Act, is repealed July
             504      1, 2000, Sections 59-7-608 and 59-10-108.7 are repealed for tax years beginning on or after
             505      January 1, 2001.
             506          (7) Title 9, Chapter 3, Part 3, Heber Valley Historic Railroad Authority, is repealed July
             507      1, 1999.
             508          (8) Title 9, Chapter 4, Part 4, Disaster Relief, is repealed July 1, 1999.
             509          (9) Title 9, Chapter 4, Part 9, Utah Housing Finance Agency Act, is repealed July 1, 2006.
             510          Section 23. Section 63-95-102 is amended to read:
             511           63-95-102. Definitions.
             512          For purposes of this chapter:
             513          (1) "Asset" means property of all kind, real and personal, tangible and intangible, and
             514      includes:
             515          (a) cash, except reasonable compensation or salary for services rendered;
             516          (b) stock or other investments;
             517          (c) goodwill;
             518          (d) real property;
             519          (e) an ownership interest;
             520          (f) a license;
             521          (g) a cause of action; and
             522          (h) any similar property.
             523          (2) "Authorizing statutes" means the statutes creating an entity as a quasi-governmental


             524      entity.
             525          (3) "Business interest" means:
             526          (a) holding the position of trustee, director, officer, or other similar position with a
             527      business entity; or
             528          (b) the ownership, either legally or equitably, of at least 10% of the outstanding shares of
             529      a corporation or 10% interest in any other business entity, being held by:
             530          (i) an individual;
             531          (ii) the individual's spouse;
             532          (iii) a minor child of the individual; or
             533          (iv) any combination of [Subsection] Subsections (3)(b)(i) through (iii).
             534          (4) "Interested party" means a person that held or holds the position of trustee, director,
             535      officer, or other similar position with a quasi-governmental entity within:
             536          (a) five years prior to the date of an action described in Subsection (6); or
             537          (b) during the privatization of a quasi-governmental entity.
             538          (5) "Lobbyist" is a person that provided or provides services as a lobbyist, as defined in
             539      Section 36-11-102 , within:
             540          (a) five years prior to the date of an action described in Subsection (6); or
             541          (b) during the privatization of a quasi-governmental entity.
             542          (6) (a) "Privatized" means an action described in Subsection (6)(b) taken under
             543      circumstances in which the operations of the quasi-governmental entity are continued by a
             544      successor entity that:
             545          (i) is privately owned;
             546          (ii) is unaffiliated to the state; and
             547          (iii) receives any asset of the quasi-governmental entity.
             548          (b) An action referred to in Subsection (6)(a) includes:
             549          (i) the repeal of the authorizing statute of a quasi-governmental entity and the revision to
             550      state laws to terminate the relationship between the state and the quasi-governmental entity;
             551          (ii) the dissolution of the quasi-governmental entity;
             552          (iii) the merger or consolidation of the quasi-governmental entity with another entity; or
             553          (iv) the sale of all or substantially all of the assets of the quasi-governmental entity.
             554          (7) "Quasi-governmental entity" means the:


             555          (a) Dairy Commission created in Title 4, Chapter 22, Dairy Promotion Act;
             556          (b) Utah Technology Finance Corporation created in Title 9, Chapter [2, Part 7] 13, Utah
             557      Technology and Small Business Finance [Corporation] Act;
             558          (c) Heber Valley Railroad Authority created in Title 9, Chapter 3, Part 3, Heber Valley
             559      Historic Railroad Authority;
             560          (d) Utah Science Center Authority created in Title 9, Chapter 3, Part 4, Utah Science
             561      Center Authority;
             562          (e) Utah Housing Finance Agency created in Title 9, Chapter 4, Part 9, Utah Housing
             563      Finance Agency;
             564          (f) Utah State Fair Corporation created in Title 9, Chapter 4, Part 11, Utah State Fair
             565      Corporation Act;
             566          (g) Workers' Compensation Fund of Utah created in Title 31A, Chapter 33, Workers'
             567      Compensation Fund of Utah;
             568          (h) Utah State Retirement Office created in Title 49, Chapter 1, Part 2, Retirement Office
             569      and Board;
             570          (i) School and Institutional Trust Lands Administration created in Title 53C, Chapter 1,
             571      Part 2, School and Institutional Trust Lands Administration;
             572          (j) Crime Victims' Reparations Office created in Title 63, Chapter 25a, Part 4, Crime
             573      Victims' Reparations Act; and
             574          (k) Utah Communications Agency Network created in Title 63C, Chapter 7, Utah
             575      Communications Agency Network Act.
             576          Section 24. Repealer.
             577          This act repeals:
             578          Section 9-2-701, Short title.
             579          Section 9-2-702, Definitions.
             580          Section 9-2-703, Declarations and purpose.
             581          Section 9-2-704, Utah Technology Finance Corporation -- Nonprofit corporation --
             582      Powers and duties -- Board of trustees -- Appointment of members by governor --
             583      Rulemaking authority-- Employees -- Legal counsel -- Advisory board -- Expenses.
             584          Section 9-2-705, Criteria governing operations -- Annual report -- Audits.
             585          Section 9-2-706, Exemption from certain statutes.


             586          Section 9-2-707, Confidentiality of information received by corporation -- Availability
             587      of information.
             588          Section 25. Transition Clause.
             589          It is the intent of the Legislature in recodifying Title 9, Chapter 2, Part 7, Utah Technology
             590      Finance Corporation Act, that the Utah Technology Finance Corporation continues to operate as
             591      an ongoing enterprise and that this act does not impair any existing contractual relationships of the
             592      corporation.




Legislative Review Note
    as of 2-16-99 3:23 PM


This legislation raises the following constitutional or statutory concerns:

In recodifying the law creating the Utah Technology Finance Corporation ("UTFC"), this bill
permits privatization and dissolution, characterizes UTFC's property as public, and prohibits
ownership of a controlling interest in other entities. If UTFC were viewed more like a private
entity, it is possible that the bill could be challenged as violating constitutional provisions such as
due process and impairing contracts. It is unclear whether or not a court might limit the
Legislature's authority to take any such actions. However, the legislation is consistent with the
Legislature's power to create and set the operating parameters of quasi-governmental entities and
with the fact that a primary source of funding of UTFC has been state appropriations.

Office of Legislative Research and General Counsel


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