Download Zipped Enrolled WordPerfect SB0190.ZIP
[Introduced][Status][Bill Documents][Fiscal Note][Bills Directory]

S.B. 190 Enrolled

             1     

PROCUREMENT REVISIONS

             2     
2013 GENERAL SESSION

             3     
STATE OF UTAH

             4     
Chief Sponsor: Scott K. Jenkins

             5     
House Sponsor: Brad L. Dee

             6     
             7      LONG TITLE
             8      General Description:
             9          This bill amends and makes corrections, modifications, and recodification changes to
             10      Title 63G, Chapter 6a, Utah Procurement Code.
             11      Highlighted Provisions:
             12          This bill:
             13          .    defines terms;
             14          .    relocates and makes corrections to definitions;
             15          .    makes corrections in the use of terms;
             16          .    subject to specified exceptions, designates as protected:
             17              .    certain records that would impair governmental procurement proceedings or
             18      give an unfair advantage to a potential contractor; and
             19              .    records submitted in response to a request for information;
             20          .    describes the applicability of, and exceptions to, the Utah Procurement Code;
             21          .    describes the procurement units that have independent procurement authority;
             22          .    clarifies the prequalification process for potential bidders, offerors, or contractors;
             23          .    modifies public notice provisions;
             24          .    changes small purchase requirements;
             25          .    modifies provisions relating to a cost-benefit analysis and the publication of scores
             26      awarded by an evaluation committee;
             27          .    provides that a public transit district may contract with a county or municipality to
             28      fund a transportation project without going through a standard procurement process
             29      or an exception to a standard procurement process;


             30          .    changes the date by which a person responsible for procurements in a procurement
             31      unit in the executive branch is required to complete training on making small
             32      purchases;
             33          .    repeals a section relating to interest rates and reenacts the language into another
             34      section relating to interest rates;
             35          .    subject to certain exceptions, prohibits a person with an outstanding tax lien from
             36      submitting a quote, bid, or offer to, or contracting with, a procurement unit;
             37          .    describes contract types that are permitted and, subject to certain exceptions,
             38      contract types that are prohibited;
             39          .    describes contract requirements and grants rulemaking authority relating to contract
             40      requirements;
             41          .    describes requirements relating to installment payments and leases;
             42          .    modifies procurement appeal provisions;
             43          .    modifies provisions relating to agreements and cooperation between procurement
             44      units;
             45          .    addresses cooperative purchasing, purchasing under a contract held by another
             46      procurement unit, and purchasing directly from another government entity;
             47          .    repeals Part 22, Ethical Requirements;
             48          .    modifies criminal provisions and addresses additional unlawful activity relating to
             49      the Utah Procurement Code; and
             50          .    makes technical and conforming changes.
             51      Money Appropriated in this Bill:
             52          None
             53      Other Special Clauses:
             54          If approved by two-thirds of all members elected to each house, this bill takes effect on
             55      May 1, 2013.
             56      Utah Code Sections Affected:
             57      AMENDS:


             58          10-3-1304 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 347
             59          10-3-1305 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 347
             60          10-8-2, as last amended by Laws of Utah 2010, Chapter 90
             61          17-16a-4 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 347
             62          17-50-302, as last amended by Laws of Utah 2010, Chapter 385
             63          17B-1-106, as last amended by Laws of Utah 2009, Chapter 188
             64          31A-31-104, as last amended by Laws of Utah 2008, Chapter 382
             65          53-5-708, as last amended by Laws of Utah 2010, Chapter 62
             66          53A-2-123, as last amended by Laws of Utah 2009, Chapter 188
             67          54-3-28, as last amended by Laws of Utah 2008, Chapter 382
             68          62A-16-204, as enacted by Laws of Utah 2010, Chapter 239
             69          63C-4-102, as last amended by Laws of Utah 2012, Chapters 324 and 377
             70          63G-2-201, as last amended by Laws of Utah 2012, Chapter 377
             71          63G-2-202, as last amended by Laws of Utah 2012, Chapter 377
             72          63G-2-301, as last amended by Laws of Utah 2012, Chapter 377
             73          63G-2-305, as last amended by Laws of Utah 2012, Chapters 331 and 377
             74          63G-2-309, as last amended by Laws of Utah 2012, Chapter 377
             75          63G-2-403, as last amended by Laws of Utah 2012, Chapter 377
             76          63G-2-406, as enacted by Laws of Utah 2012, Chapter 377
             77          63G-6a-103 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 235
             78      and renumbered and amended by Laws of Utah 2012, Chapter 347 and last amended
             79      by Coordination Clause, Laws of Utah 2012, Chapter 347
             80          63G-6a-105 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 91
             81      and renumbered and amended by Laws of Utah 2012, Chapter 347 and last amended
             82      by Coordination Clause, Laws of Utah 2012, Chapter 347
             83          63G-6a-106 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             84      Chapter 347
             85          63G-6a-107 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,


             86      Chapter 347
             87          63G-6a-108 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             88          63G-6a-201 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             89          63G-6a-203 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 91
             90      and renumbered and amended by Laws of Utah 2012, Chapter 347 and last amended
             91      by Coordination Clause, Laws of Utah 2012, Chapter 347
             92          63G-6a-204 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             93      Chapter 347
             94          63G-6a-302 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             95      Chapter 347
             96          63G-6a-303 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             97      Chapter 347
             98          63G-6a-305 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             99      Chapter 347
             100          63G-6a-402 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             101          63G-6a-403 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             102          63G-6a-404 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             103          63G-6a-406 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             104          63G-6a-407 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             105      Chapter 347
             106          63G-6a-408 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             107          63G-6a-503 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             108          63G-6a-602 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             109          63G-6a-603 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             110          63G-6a-604 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             111          63G-6a-605 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             112          63G-6a-606 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             113          63G-6a-607 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347


             114          63G-6a-608 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             115          63G-6a-609 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             116          63G-6a-610 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             117          63G-6a-611 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             118          63G-6a-612 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             119          63G-6a-702 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             120          63G-6a-703 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             121          63G-6a-704 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             122          63G-6a-705 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             123          63G-6a-707 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             124          63G-6a-708 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             125          63G-6a-709 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             126          63G-6a-710 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             127          63G-6a-711 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             128      Chapter 347
             129          63G-6a-802 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             130      Chapter 347
             131          63G-6a-804 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             132      Chapter 347
             133          63G-6a-805 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             134      Chapter 347
             135          63G-6a-902 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             136      Chapter 347
             137          63G-6a-903 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             138      Chapter 347
             139          63G-6a-904 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             140      Chapter 347
             141          63G-6a-1002 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,


             142      Chapter 347
             143          63G-6a-1003 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             144      Chapter 347
             145          63G-6a-1102 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             146      Chapter 347
             147          63G-6a-1103 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             148      Chapter 347
             149          63G-6a-1202 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter
             150      330 and renumbered and amended by Laws of Utah 2012, Chapter 347
             151          63G-6a-1203 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             152      Chapter 347
             153          63G-6a-1204 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             154          63G-6a-1205 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             155      Chapter 347
             156          63G-6a-1206 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             157      Chapter 347
             158          63G-6a-1302 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter
             159      330 and renumbered and amended by Laws of Utah 2012, Chapter 347
             160          63G-6a-1303 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             161      Chapter 347
             162          63G-6a-1502 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             163      Chapter 347
             164          63G-6a-1503 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             165      Chapter 347
             166          63G-6a-1506 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             167      Chapter 347
             168          63G-6a-1603 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 91
             169      and renumbered and amended by Laws of Utah 2012, Chapter 347 and last amended


             170      by Coordination Clause, Laws of Utah 2012, Chapter 347
             171          63G-6a-1702 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             172      Chapter 347 and last amended by Coordination Clause, Laws of Utah 2012, Chapter
             173      347
             174          63G-6a-1703 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             175      Chapter 347 and last amended by Coordination Clause, Laws of Utah 2012, Chapter
             176      347
             177          63G-6a-1704 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 91
             178      and renumbered and amended by Laws of Utah 2012, Chapter 347 and last amended
             179      by Coordination Clause, Laws of Utah 2012, Chapter 347
             180          63G-6a-1802 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             181      Chapter 347 and last amended by Coordination Clause, Laws of Utah 2012, Chapter
             182      347
             183          63G-6a-1902 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             184      Chapter 347 and last amended by Coordination Clause, Laws of Utah 2012, Chapter
             185      347
             186          63G-6a-1903 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 91
             187      and renumbered and amended by Laws of Utah 2012, Chapter 347 and last amended
             188      by Coordination Clause, Laws of Utah 2012, Chapter 347
             189          63G-6a-1904 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 91
             190      and renumbered and amended by Laws of Utah 2012, Chapter 347 and last amended
             191      by Coordination Clause, Laws of Utah 2012, Chapter 347
             192          63G-6a-1905 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 91
             193      and renumbered and amended by Laws of Utah 2012, Chapter 347 and last amended
             194      by Coordination Clause, Laws of Utah 2012, Chapter 347
             195          63G-6a-1910 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             196      Chapter 347 and last amended by Coordination Clause, Laws of Utah 2012, Chapter
             197      347


             198          63G-6a-1911 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             199      Chapter 347 and last amended by Coordination Clause, Laws of Utah 2012, Chapter
             200      347
             201          63G-6a-2002 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             202      Chapter 347
             203          63G-6a-2003 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             204      Chapter 347
             205          63G-6a-2004 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             206      Chapter 347
             207          63G-6a-2101 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             208          63G-6a-2102 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             209      Chapter 347
             210          63G-6a-2103 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             211      Chapter 347
             212          63G-6a-2104 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             213      Chapter 347
             214          63G-6a-2105 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             215      Chapter 347
             216          63G-6a-2302 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             217      Chapter 347
             218          63G-6a-2305 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             219          63G-6a-2306 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             220          63G-6a-2307 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             221          67-16-4 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapters 202,
             222      202, and 347
             223          67-16-5 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 347
             224          67-16-5.3 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 347
             225          67-16-5.6, as enacted by Laws of Utah 2000, Chapter 108


             226          67-16-6 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 347
             227          77-38-3, as last amended by Laws of Utah 2011, Chapter 131
             228          78A-4-106, as last amended by Laws of Utah 2012, Chapter 377
             229      ENACTS:
             230          63G-6a-505, Utah Code Annotated 1953
             231          63G-6a-709.5, Utah Code Annotated 1953
             232          63G-6a-806, Utah Code Annotated 1953
             233          63G-6a-905, Utah Code Annotated 1953
             234          63G-6a-1208, Utah Code Annotated 1953
             235          63G-6a-1209, Utah Code Annotated 1953
             236          63G-6a-1210, Utah Code Annotated 1953
             237          63G-6a-2304.5, Utah Code Annotated 1953
             238          63G-6a-2308, Utah Code Annotated 1953
             239      REPEALS AND REENACTS:
             240          63G-6a-104 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347 and
             241      last amended by Coordination Clause, Laws of Utah 2012, Chapter 347
             242      RENUMBERS AND AMENDS:
             243          63G-6a-1204.5 (Effective 05/01/13), (Renumbered from 63G-6a-405 (Effective
             244      05/01/13), as enacted by Laws of Utah 2012, Chapter 347)
             245      REPEALS:
             246          63G-6-506.5, as enacted by Laws of Utah 2012, Chapter 330
             247          63G-6a-1908 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             248      Chapter 347 and last amended by Coordination Clause, Laws of Utah 2012, Chapter
             249      347
             250          63G-6a-2201 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             251          63G-6a-2202 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             252          63G-6a-2303 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             253          63G-6a-2304 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347


             254     
             255      Be it enacted by the Legislature of the state of Utah:
             256          Section 1. Section 10-3-1304 (Effective 05/01/13) is amended to read:
             257           10-3-1304 (Effective 05/01/13). Use of office for personal benefit prohibited.
             258          (1) As used in this section, "economic benefit tantamount to a gift" includes:
             259          (a) a loan at an interest rate that is substantially lower than the commercial rate then
             260      currently prevalent for similar loans; and
             261          (b) compensation received for private services rendered at a rate substantially
             262      exceeding the fair market value of the services.
             263          (2) [It] Except as provided in Subsection (4), it is an offense for an elected or appointed
             264      officer or municipal employee[, under circumstances not amounting to a violation of Section
             265      63G-6a-2304 or 76-8-105 ,] to:
             266          (a) disclose or improperly use private, controlled, or protected information acquired by
             267      reason of the officer's or employee's official position or in the course of official duties in order
             268      to further substantially the officer's or employee's personal economic interest or to secure
             269      special privileges or exemptions for the officer or employee or for others;
             270          (b) use or attempt to use the officer's or employee's official position to:
             271          (i) further substantially the officer's or employee's personal economic interest; or
             272          (ii) secure special privileges for the officer or employee or for others; or
             273          (c) knowingly receive, accept, take, seek, or solicit, directly or indirectly, for the officer
             274      or employee or for another, a gift of substantial value or a substantial economic benefit
             275      tantamount to a gift that:
             276          (i) would tend improperly to influence a reasonable person in the person's position to
             277      depart from the faithful and impartial discharge of the person's public duties; or
             278          (ii) the person knows or that a reasonable person in that position should know under
             279      the circumstances is primarily for the purpose of rewarding the person for official action taken.
             280          (3) Subsection (2)(c) does not apply to:
             281          (a) an occasional nonpecuniary gift having a value of less than $50;


             282          (b) an award publicly presented in recognition of public services;
             283          (c) any bona fide loan made in the ordinary course of business; or
             284          (d) a political campaign contribution.
             285          (4) This section does not apply to an elected or appointed officer or municipal
             286      employee who engages in conduct that constitutes a violation of this section to the extent that
             287      the elected or appointed officer or municipal employee is chargeable, for the same conduct,
             288      under Section 76-8-105 .
             289          Section 2. Section 10-3-1305 (Effective 05/01/13) is amended to read:
             290           10-3-1305 (Effective 05/01/13). Compensation for assistance in transaction
             291      involving municipality -- Public disclosure and filing required.
             292          (1) As used in this section, "municipal body" means any public board, commission,
             293      committee, or other public group organized to make public policy decisions or to advise
             294      persons who make public policy decisions.
             295          (2) [It] Except as provided in Subsection (6), it is an offense for an elected officer, or
             296      an appointed officer, who is a member of a public body[, under circumstances not amounting to
             297      a violation of Section 63G-6a-2304 or 76-8-105 ,] to receive or agree to receive compensation
             298      for assisting any person or business entity in any transaction involving the municipality in
             299      which the member is an officer unless the member:
             300          (a) files with the mayor a sworn statement giving the information required by this
             301      section; and
             302          (b) discloses the information required by Subsection (5) in an open meeting to the
             303      members of the body of which the officer is a member immediately before the discussion.
             304          (3) It is an offense for an appointed officer who is not a member of a public body or a
             305      municipal employee to receive or agree to receive compensation for assisting any person or
             306      business entity in any transaction involving the municipality by which the person is employed
             307      unless the officer or employee:
             308          (a) files with the mayor a sworn statement giving the information required by this
             309      section; and


             310          (b) discloses the information required by Subsection (5) to:
             311          (i) the officer or employee's immediate supervisor; and
             312          (ii) any other municipal officer or employee who may rely upon the employee's
             313      representations in evaluating or approving the transaction.
             314          (4) (a) The officer or employee shall file the statement required to be filed by this
             315      section 10 days before the date of any agreement between the elected or appointed officer or
             316      municipal employee and the person or business entity being assisted or 10 days before the
             317      receipt of compensation by the officer or employee, whichever is earlier.
             318          (b) The statement is public information and shall be available for examination by the
             319      public.
             320          (5) The statement and disclosure shall contain:
             321          (a) the name and address of the officer or municipal employee;
             322          (b) the name and address of the person or business entity being or to be assisted or in
             323      which the appointed or elected official or municipal employee has a substantial interest; and
             324          (c) a brief description of the transaction as to which service is rendered or is to be
             325      rendered and of the nature of the service performed or to be performed.
             326          (6) This section does not apply to an elected officer, or an appointed officer, who is a
             327      member of a public body and who engages in conduct that constitutes a violation of this section
             328      to the extent that the elected officer or appointed officer is chargeable, for the same conduct,
             329      under Section 76-8-105 .
             330          Section 3. Section 10-8-2 is amended to read:
             331           10-8-2. Appropriations -- Acquisition and disposal of property -- Municipal
             332      authority -- Corporate purpose -- Procedure -- Notice of intent to acquire real property.
             333          (1) (a) A municipal legislative body may:
             334          (i) appropriate money for corporate purposes only;
             335          (ii) provide for payment of debts and expenses of the corporation;
             336          (iii) subject to Subsections (4) and (5), purchase, receive, hold, sell, lease, convey, and
             337      dispose of real and personal property for the benefit of the municipality, whether the property is


             338      within or without the municipality's corporate boundaries, if the action is in the public interest
             339      and complies with other law;
             340          (iv) improve, protect, and do any other thing in relation to this property that an
             341      individual could do; and
             342          (v) subject to Subsection (2) and after first holding a public hearing, authorize
             343      municipal services or other nonmonetary assistance to be provided to or waive fees required to
             344      be paid by a nonprofit entity, whether or not the municipality receives consideration in return.
             345          (b) A municipality may:
             346          (i) furnish all necessary local public services within the municipality;
             347          (ii) purchase, hire, construct, own, maintain and operate, or lease public utilities
             348      located and operating within and operated by the municipality; and
             349          (iii) subject to Subsection (1)(c), acquire by eminent domain, or otherwise, property
             350      located inside or outside the corporate limits of the municipality and necessary for any of the
             351      purposes stated in Subsections (1)(b)(i) and (ii), subject to restrictions imposed by Title 78B,
             352      Chapter 6, Part 5, Eminent Domain, and general law for the protection of other communities.
             353          (c) Each municipality that intends to acquire property by eminent domain under
             354      Subsection (1)(b) shall, upon the first contact with the owner of the property sought to be
             355      acquired, deliver to the owner a copy of a booklet or other materials provided by the Office of
             356      the Property Rights Ombudsman, created under Section 13-43-201 , dealing with the property
             357      owner's rights in an eminent domain proceeding.
             358          (d) Subsection (1)(b) may not be construed to diminish any other authority a
             359      municipality may claim to have under the law to acquire by eminent domain property located
             360      inside or outside the municipality.
             361          (2) (a) Services or assistance provided pursuant to Subsection (1)(a)(v) is not subject to
             362      the provisions of Subsection (3).
             363          (b) The total amount of services or other nonmonetary assistance provided or fees
             364      waived under Subsection (1)(a)(v) in any given fiscal year may not exceed 1% of the
             365      municipality's budget for that fiscal year.


             366          (3) It is considered a corporate purpose to appropriate money for any purpose that, in
             367      the judgment of the municipal legislative body, provides for the safety, health, prosperity,
             368      moral well-being, peace, order, comfort, or convenience of the inhabitants of the municipality
             369      subject to the following:
             370          (a) The net value received for any money appropriated shall be measured on a
             371      project-by-project basis over the life of the project.
             372          (b) The criteria for a determination under this Subsection (3) shall be established by the
             373      municipality's legislative body. A determination of value received, made by the municipality's
             374      legislative body, shall be presumed valid unless it can be shown that the determination was
             375      arbitrary, capricious, or illegal.
             376          (c) The municipality may consider intangible benefits received by the municipality in
             377      determining net value received.
             378          (d) (i) Prior to the municipal legislative body making any decision to appropriate any
             379      funds for a corporate purpose under this section, a public hearing shall be held.
             380          (ii) Notice of the hearing described in Subsection (3)(d)(i) shall be published:
             381          (A) (I) in a newspaper of general circulation at least 14 days before the date of the
             382      hearing; or
             383          (II) if there is no newspaper of general circulation, by posting notice in at least three
             384      conspicuous places within the municipality for the same time period; and
             385          (B) on the Utah Public Notice Website created in Section 63F-1-701 , at least 14 days
             386      before the date of the hearing.
             387          (e) A study shall be performed before notice of the public hearing is given and shall be
             388      made available at the municipality for review by interested parties at least 14 days immediately
             389      prior to the public hearing, setting forth an analysis and demonstrating the purpose for the
             390      appropriation. In making the study, the following factors shall be considered:
             391          (i) what identified benefit the municipality will receive in return for any money or
             392      resources appropriated;
             393          (ii) the municipality's purpose for the appropriation, including an analysis of the way


             394      the appropriation will be used to enhance the safety, health, prosperity, moral well-being,
             395      peace, order, comfort, or convenience of the inhabitants of the municipality; and
             396          (iii) whether the appropriation is necessary and appropriate to accomplish the
             397      reasonable goals and objectives of the municipality in the area of economic development, job
             398      creation, affordable housing, blight elimination, job preservation, the preservation of historic
             399      structures and property, and any other public purpose.
             400          (f) (i) An appeal may be taken from a final decision of the municipal legislative body,
             401      to make an appropriation.
             402          (ii) The appeal shall be filed within 30 days after the date of that decision, to the
             403      district court.
             404          (iii) Any appeal shall be based on the record of the proceedings before the legislative
             405      body.
             406          (iv) A decision of the municipal legislative body shall be presumed to be valid unless
             407      the appealing party shows that the decision was arbitrary, capricious, or illegal.
             408          (g) The provisions of this Subsection (3) apply only to those appropriations made after
             409      May 6, 2002.
             410          (h) This section applies only to appropriations not otherwise approved pursuant to Title
             411      10, Chapter 5, Uniform Fiscal Procedures Act for Utah Towns, or Title 10, Chapter 6, Uniform
             412      Fiscal Procedures Act for Utah Cities.
             413          (4) (a) Before a municipality may dispose of a significant parcel of real property, the
             414      municipality shall:
             415          (i) provide reasonable notice of the proposed disposition at least 14 days before the
             416      opportunity for public comment under Subsection (4)(a)(ii); and
             417          (ii) allow an opportunity for public comment on the proposed disposition.
             418          (b) Each municipality shall, by ordinance, define what constitutes:
             419          (i) a significant parcel of real property for purposes of Subsection (4)(a); and
             420          (ii) reasonable notice for purposes of Subsection (4)(a)(i).
             421          (5) (a) Except as provided in Subsection (5)(d), each municipality intending to acquire


             422      real property for the purpose of expanding the municipality's infrastructure or other facilities
             423      used for providing services that the municipality offers or intends to offer shall provide written
             424      notice, as provided in this Subsection (5), of its intent to acquire the property if:
             425          (i) the property is located:
             426          (A) outside the boundaries of the municipality; and
             427          (B) in a county of the first or second class; and
             428          (ii) the intended use of the property is contrary to:
             429          (A) the anticipated use of the property under the general plan of the county in whose
             430      unincorporated area or the municipality in whose boundaries the property is located; or
             431          (B) the property's current zoning designation.
             432          (b) Each notice under Subsection (5)(a) shall:
             433          (i) indicate that the municipality intends to acquire real property;
             434          (ii) identify the real property; and
             435          (iii) be sent to:
             436          (A) each county in whose unincorporated area and each municipality in whose
             437      boundaries the property is located; and
             438          (B) each affected entity.
             439          (c) A notice under this Subsection (5) is a protected record as provided in Subsection
             440      63G-2-305 [(7)](8).
             441          (d) (i) The notice requirement of Subsection (5)(a) does not apply if the municipality
             442      previously provided notice under Section 10-9a-203 identifying the general location within the
             443      municipality or unincorporated part of the county where the property to be acquired is located.
             444          (ii) If a municipality is not required to comply with the notice requirement of
             445      Subsection (5)(a) because of application of Subsection (5)(d)(i), the municipality shall provide
             446      the notice specified in Subsection (5)(a) as soon as practicable after its acquisition of the real
             447      property.
             448          Section 4. Section 17-16a-4 (Effective 05/01/13) is amended to read:
             449           17-16a-4 (Effective 05/01/13). Prohibited use of official position -- Exception.


             450          (1) Except as provided in Subsection (3) or (4), it is an offense for an elected or
             451      appointed officer[, under circumstances not amounting to a violation of Section 63G-6a-2304
             452      or 76-8-105 ,] to:
             453          (a) disclose confidential information acquired by reason of the officer's official position
             454      or use that information to secure special privileges or exemptions for himself or others;
             455          (b) use or attempt to use the officer's official position to secure special privileges for
             456      the officer or for others; or
             457          (c) knowingly receive, accept, take, seek or solicit, directly or indirectly, any gift or
             458      loan for the officer or for another, if the gift or loan tends to influence the officer in the
             459      discharge of the officer's official duties.
             460          (2) This section is inapplicable to:
             461          (a) an occasional nonpecuniary gift having a value of less than $50;
             462          (b) an award publicly presented;
             463          (c) any bona fide loan made in the ordinary course of business; or
             464          (d) political campaign contributions actually used in a political campaign.
             465          (3) A member of a county legislative body who is also a member of the governing
             466      board of a provider of mental health or substance abuse services under contract with the county
             467      does not commit an offense under Subsection (1)(a) or (b) by discharging, in good faith, the
             468      duties and responsibilities of each position, if the county legislative body member does not
             469      participate in the process of selecting the mental health or substance abuse service provider.
             470          (4) This section does not apply to an elected or appointed officer who engages in
             471      conduct that constitutes a violation of this section to the extent that the elected or appointed
             472      officer is chargeable, for the same conduct, under Section 76-8-105 .
             473          Section 5. Section 17-50-302 is amended to read:
             474           17-50-302. General county powers.
             475          (1) (a) Except as provided in Subsection (1)(b), a county may:
             476          (i) as prescribed by statute:
             477          (A) levy a tax;


             478          (B) perform an assessment;
             479          (C) collect a tax;
             480          (D) borrow money; or
             481          (E) levy and collect a special assessment for a conferred benefit; or
             482          (ii) provide a service, exercise a power, or perform a function that is reasonably related
             483      to the safety, health, morals, and welfare of county inhabitants, except as limited or prohibited
             484      by statute.
             485          (b) A county or a governmental instrumentality of a county may not perform an action
             486      described in Subsection (1)(a)(i) or provide a service, exercise a power, or perform a function
             487      described in Subsection (1)(a)(ii) in another county or a municipality within the other county
             488      without first entering into an agreement under Title 11, Chapter 13, Interlocal Cooperation Act,
             489      or other contract with the other county to perform the action, provide the service, exercise the
             490      power, or perform the function.
             491          (2) (a) A county may:
             492          (i) sue and be sued;
             493          (ii) subject to Subsection (2)(c), acquire real property by tax sale, purchase, lease,
             494      contract, or gift, and hold the real property as necessary and proper for county purposes;
             495          (iii) (A) subject to Subsection (2)(b), acquire real property by condemnation, as
             496      provided in Title 78B, Chapter 6, Part 5, Eminent Domain; and
             497          (B) hold the real property as necessary and proper for county purposes;
             498          (iv) as may be necessary to the exercise of its powers, acquire personal property by
             499      purchase, lease, contract, or gift, and hold such personal property; and
             500          (v) manage and dispose of its property as the interests of its inhabitants may require.
             501          (b) (i) For purposes of Subsection (2)(a)(iii), water rights that are not appurtenant to
             502      land do not constitute real property that may be acquired by the county through condemnation.
             503          (ii) Nothing in Subsection (2)(a)(iii) may be construed to authorize a county to acquire
             504      by condemnation the rights to water unless the land to which those water rights are appurtenant
             505      is acquired by condemnation.


             506          (c) (i) Except as provided in Subsection (2)(c)(iv), each county intending to acquire
             507      real property for the purpose of expanding the county's infrastructure or other facilities used for
             508      providing services that the county offers or intends to offer shall provide written notice, as
             509      provided in this Subsection (2)(c), of its intent to acquire the property if:
             510          (A) the property is located:
             511          (I) outside the boundaries of the unincorporated area of the county; and
             512          (II) in a county of the first or second class; and
             513          (B) the intended use of the property is contrary to:
             514          (I) the anticipated use of the property under the general plan of the county in whose
             515      unincorporated area or the municipality in whose boundaries the property is located; or
             516          (II) the property's current zoning designation.
             517          (ii) Each notice under Subsection (2)(c)(i) shall:
             518          (A) indicate that the county intends to acquire real property;
             519          (B) identify the real property; and
             520          (C) be sent to:
             521          (I) each county in whose unincorporated area and each municipality in whose
             522      boundaries the property is located; and
             523          (II) each affected entity.
             524          (iii) A notice under this Subsection (2)(c) is a protected record as provided in
             525      Subsection 63G-2-305 [(7)](8).
             526          (iv) (A) The notice requirement of Subsection (2)(c)(i) does not apply if the county
             527      previously provided notice under Section 17-27a-203 identifying the general location within
             528      the municipality or unincorporated part of the county where the property to be acquired is
             529      located.
             530          (B) If a county is not required to comply with the notice requirement of Subsection
             531      (2)(c)(i) because of application of Subsection (2)(c)(iv)(A), the county shall provide the notice
             532      specified in Subsection (2)(c)(i) as soon as practicable after its acquisition of the real property.
             533          Section 6. Section 17B-1-106 is amended to read:


             534           17B-1-106. Notice before preparing or amending a long-range plan or acquiring
             535      certain property.
             536          (1) As used in this section:
             537          (a) (i) "Affected entity" means each county, municipality, local district under this title,
             538      special service district, school district, interlocal cooperation entity established under Title 11,
             539      Chapter 13, Interlocal Cooperation Act, and specified public utility:
             540          (A) whose services or facilities are likely to require expansion or significant
             541      modification because of an intended use of land; or
             542          (B) that has filed with the local district a copy of the general or long-range plan of the
             543      county, municipality, local district, school district, interlocal cooperation entity, or specified
             544      public utility.
             545          (ii) "Affected entity" does not include the local district that is required under this
             546      section to provide notice.
             547          (b) "Specified public utility" means an electrical corporation, gas corporation, or
             548      telephone corporation, as those terms are defined in Section 54-2-1 .
             549          (2) (a) If a local district under this title located in a county of the first or second class
             550      prepares a long-range plan regarding its facilities proposed for the future or amends an already
             551      existing long-range plan, the local district shall, before preparing a long-range plan or
             552      amendments to an existing long-range plan, provide written notice, as provided in this section,
             553      of its intent to prepare a long-range plan or to amend an existing long-range plan.
             554          (b) Each notice under Subsection (2)(a) shall:
             555          (i) indicate that the local district intends to prepare a long-range plan or to amend a
             556      long-range plan, as the case may be;
             557          (ii) describe or provide a map of the geographic area that will be affected by the
             558      long-range plan or amendments to a long-range plan;
             559          (iii) be:
             560          (A) sent to each county in whose unincorporated area and each municipality in whose
             561      boundaries is located the land on which the proposed long-range plan or amendments to a


             562      long-range plan are expected to indicate that the proposed facilities will be located;
             563          (B) sent to each affected entity;
             564          (C) sent to the Automated Geographic Reference Center created in Section 63F-1-506 ;
             565          (D) sent to each association of governments, established pursuant to an interlocal
             566      agreement under Title 11, Chapter 13, Interlocal Cooperation Act, of which a county or
             567      municipality described in Subsection (2)(b)(iii)(A) is a member; and
             568          (E) (I) placed on the Utah Public Notice Website created under Section 63F-1-701 , if
             569      the local district:
             570          (Aa) is required under Subsection 52-4-203 (3) to use that website to provide public
             571      notice of a meeting; or
             572          (Bb) voluntarily chooses to place notice on that website despite not being required to
             573      do so under Subsection (2)(b)(iii)(E)(I)(Aa); or
             574          (II) the state planning coordinator appointed under Section 63J-4-202 , if the local
             575      district does not provide notice on the Utah Public Notice Website under Subsection
             576      (2)(b)(iii)(E)(I);
             577          (iv) with respect to the notice to counties and municipalities described in Subsection
             578      (2)(b)(iii)(A) and affected entities, invite them to provide information for the local district to
             579      consider in the process of preparing, adopting, and implementing the long-range plan or
             580      amendments to a long-range plan concerning:
             581          (A) impacts that the use of land proposed in the proposed long-range plan or
             582      amendments to a long-range plan may have on the county, municipality, or affected entity; and
             583          (B) uses of land that the county, municipality, or affected entity is planning or
             584      considering that may conflict with the proposed long-range plan or amendments to a long-range
             585      plan; and
             586          (v) include the address of an Internet website, if the local district has one, and the name
             587      and telephone number of a person where more information can be obtained concerning the
             588      local district's proposed long-range plan or amendments to a long-range plan.
             589          (3) (a) Except as provided in Subsection (3)(d), each local district intending to acquire


             590      real property in a county of the first or second class for the purpose of expanding the district's
             591      infrastructure or other facilities used for providing the services that the district is authorized to
             592      provide shall provide written notice, as provided in this Subsection (3), of its intent to acquire
             593      the property if the intended use of the property is contrary to:
             594          (i) the anticipated use of the property under the county or municipality's general plan;
             595      or
             596          (ii) the property's current zoning designation.
             597          (b) Each notice under Subsection (3)(a) shall:
             598          (i) indicate that the local district intends to acquire real property;
             599          (ii) identify the real property; and
             600          (iii) be sent to:
             601          (A) each county in whose unincorporated area and each municipality in whose
             602      boundaries the property is located; and
             603          (B) each affected entity.
             604          (c) A notice under this Subsection (3) is a protected record as provided in Subsection
             605      63G-2-305 [(7)](8).
             606          (d) (i) The notice requirement of Subsection (3)(a) does not apply if the local district
             607      previously provided notice under Subsection (2) identifying the general location within the
             608      municipality or unincorporated part of the county where the property to be acquired is located.
             609          (ii) If a local district is not required to comply with the notice requirement of
             610      Subsection (3)(a) because of application of Subsection (3)(d)(i), the local district shall provide
             611      the notice specified in Subsection (3)(a) as soon as practicable after its acquisition of the real
             612      property.
             613          Section 7. Section 31A-31-104 is amended to read:
             614           31A-31-104. Disclosure of information.
             615          (1) (a) Subject to Subsection (2), upon written request by an insurer to an authorized
             616      agency, the authorized agency may release to the insurer information or evidence that is
             617      relevant to any suspected insurance fraud.


             618          (b) Upon written request by an authorized agency to an insurer, the insurer or an agent
             619      authorized by the insurer to act on the insurer's behalf shall release to the authorized agency
             620      information or evidence that is relevant to any suspected insurance fraud.
             621          (2) (a) Any information or evidence furnished to an authorized agency under this
             622      section may be classified as a protected record in accordance with Subsection
             623      63G-2-305 [(9)](10).
             624          (b) Any information or evidence furnished to an insurer under this section is not
             625      subject to discovery in a civil proceeding unless, after reasonable notice to any insurer, agent,
             626      or any authorized agency that has an interest in the information and subsequent hearing, a court
             627      determines that the public interest and any ongoing criminal investigation will not be
             628      jeopardized by the disclosure.
             629          (c) An insurer shall report to the department agency terminations based upon a
             630      violation of this chapter.
             631          Section 8. Section 53-5-708 is amended to read:
             632           53-5-708. Permit -- Names private.
             633          (1) (a) The bureau shall maintain a record in its office of any permit issued under this
             634      part.
             635          (b) Notwithstanding the requirements of Subsection 63G-2-301 (2)(b), the names,
             636      addresses, telephone numbers, dates of birth, and Social Security numbers of persons receiving
             637      permits are protected records under Subsection 63G-2-305 [(10)](11).
             638          (2) The bureau shall immediately file a copy of each permit it issues under this part.
             639          Section 9. Section 53A-2-123 is amended to read:
             640           53A-2-123. Notice before preparing or amending a long-range plan or acquiring
             641      certain property.
             642          (1) As used in this section:
             643          (a) "Affected entity" means each county, municipality, local district under Title 17B,
             644      Limited Purpose Local Government Entities - Local Districts, special service district under
             645      Title 17D, Chapter 1, Special Service District Act, interlocal cooperation entity established


             646      under Title 11, Chapter 13, Interlocal Cooperation Act, and specified public utility:
             647          (i) whose services or facilities are likely to require expansion or significant
             648      modification because of an intended use of land; or
             649          (ii) that has filed with the school district a copy of the general or long-range plan of the
             650      county, municipality, local district, special service district, school district, interlocal
             651      cooperation entity, or specified public utility.
             652          (b) "Specified public utility" means an electrical corporation, gas corporation, or
             653      telephone corporation, as those terms are defined in Section 54-2-1 .
             654          (2) (a) If a school district located in a county of the first or second class prepares a
             655      long-range plan regarding its facilities proposed for the future or amends an already existing
             656      long-range plan, the school district shall, before preparing a long-range plan or amendments to
             657      an existing long-range plan, provide written notice, as provided in this section, of its intent to
             658      prepare a long-range plan or to amend an existing long-range plan.
             659          (b) Each notice under Subsection (2)(a) shall:
             660          (i) indicate that the school district intends to prepare a long-range plan or to amend a
             661      long-range plan, as the case may be;
             662          (ii) describe or provide a map of the geographic area that will be affected by the
             663      long-range plan or amendments to a long-range plan;
             664          (iii) be:
             665          (A) sent to each county in whose unincorporated area and each municipality in whose
             666      boundaries is located the land on which the proposed long-range plan or amendments to a
             667      long-range plan are expected to indicate that the proposed facilities will be located;
             668          (B) sent to each affected entity;
             669          (C) sent to the Automated Geographic Reference Center created in Section 63F-1-506 ;
             670          (D) sent to each association of governments, established pursuant to an interlocal
             671      agreement under Title 11, Chapter 13, Interlocal Cooperation Act, of which a county or
             672      municipality described in Subsection (2)(b)(iii)(A) is a member; and
             673          (E) placed on the Utah Public Notice Website created under Section 63F-1-701 ;


             674          (iv) with respect to the notice to counties and municipalities described in Subsection
             675      (2)(b)(iii)(A) and affected entities, invite them to provide information for the school district to
             676      consider in the process of preparing, adopting, and implementing the long-range plan or
             677      amendments to a long-range plan concerning:
             678          (A) impacts that the use of land proposed in the proposed long-range plan or
             679      amendments to a long-range plan may have on the county, municipality, or affected entity; and
             680          (B) uses of land that the county, municipality, or affected entity is planning or
             681      considering that may conflict with the proposed long-range plan or amendments to a long-range
             682      plan; and
             683          (v) include the address of an Internet website, if the school district has one, and the
             684      name and telephone number of a person where more information can be obtained concerning
             685      the school district's proposed long-range plan or amendments to a long-range plan.
             686          (3) (a) Except as provided in Subsection (3)(d), each school district intending to
             687      acquire real property in a county of the first or second class for the purpose of expanding the
             688      district's infrastructure or other facilities shall provide written notice, as provided in this
             689      Subsection (3), of its intent to acquire the property if the intended use of the property is
             690      contrary to:
             691          (i) the anticipated use of the property under the county or municipality's general plan;
             692      or
             693          (ii) the property's current zoning designation.
             694          (b) Each notice under Subsection (3)(a) shall:
             695          (i) indicate that the school district intends to acquire real property;
             696          (ii) identify the real property; and
             697          (iii) be sent to:
             698          (A) each county in whose unincorporated area and each municipality in whose
             699      boundaries the property is located; and
             700          (B) each affected entity.
             701          (c) A notice under this Subsection (3) is a protected record as provided in Subsection


             702      63G-2-305 [(7)](8).
             703          (d) (i) The notice requirement of Subsection (3)(a) does not apply if the school district
             704      previously provided notice under Subsection (2) identifying the general location within the
             705      municipality or unincorporated part of the county where the property to be acquired is located.
             706          (ii) If a school district is not required to comply with the notice requirement of
             707      Subsection (3)(a) because of application of Subsection (3)(d)(i), the school district shall
             708      provide the notice specified in Subsection (3)(a) as soon as practicable after its acquisition of
             709      the real property.
             710          Section 10. Section 54-3-28 is amended to read:
             711           54-3-28. Notice required of certain public utilities before preparing or amending
             712      a long-range plan or acquiring certain property.
             713          (1) As used in this section:
             714          (a) (i) "Affected entity" means each county, municipality, local district under Title 17B,
             715      Limited Purpose Local Government Entities - Local Districts, special service district, school
             716      district, interlocal cooperation entity established under Title 11, Chapter 13, Interlocal
             717      Cooperation Act, and specified public utility:
             718          (A) whose services or facilities are likely to require expansion or significant
             719      modification because of expected uses of land under a proposed long-range plan or under
             720      proposed amendments to a long-range plan; or
             721          (B) that has filed with the specified public utility a copy of the general or long-range
             722      plan of the county, municipality, local district, special service district, school district, interlocal
             723      cooperation entity, or specified public utility.
             724          (ii) "Affected entity" does not include the specified public utility that is required under
             725      Subsection (2) to provide notice.
             726          (b) "Specified public utility" means an electrical corporation, gas corporation, or
             727      telephone corporation, as those terms are defined in Section 54-2-1 .
             728          (2) (a) If a specified public utility prepares a long-range plan regarding its facilities
             729      proposed for the future in a county of the first or second class or amends an already existing


             730      long-range plan, the specified public utility shall, before preparing a long-range plan or
             731      amendments to an existing long-range plan, provide written notice, as provided in this section,
             732      of its intent to prepare a long-range plan or to amend an existing long-range plan.
             733          (b) Each notice under Subsection (2) shall:
             734          (i) indicate that the specified public utility intends to prepare a long-range plan or to
             735      amend a long-range plan, as the case may be;
             736          (ii) describe or provide a map of the geographic area that will be affected by the
             737      long-range plan or amendments to a long-range plan;
             738          (iii) be sent to:
             739          (A) each county in whose unincorporated area and each municipality in whose
             740      boundaries is located the land on which the proposed long-range plan or amendments to a
             741      long-range plan are expected to indicate that the proposed facilities will be located;
             742          (B) each affected entity;
             743          (C) the Automated Geographic Reference Center created in Section 63F-1-506 ;
             744          (D) each association of governments, established pursuant to an interlocal agreement
             745      under Title 11, Chapter 13, Interlocal Cooperation Act, of which a county or municipality
             746      described in Subsection (2)(b)(iii)(A) is a member; and
             747          (E) the state planning coordinator appointed under Section 63J-4-202 ;
             748          (iv) with respect to the notice to counties and municipalities described in Subsection
             749      (2)(b)(iii)(A) and affected entities, invite them to provide information for the specified public
             750      utility to consider in the process of preparing, adopting, and implementing the long-range plan
             751      or amendments to a long-range plan concerning:
             752          (A) impacts that the use of land proposed in the proposed long-range plan or
             753      amendments to a long-range plan may have on the county, municipality, or affected entity; and
             754          (B) uses of land that the county, municipality, or affected entity is planning or
             755      considering that may conflict with the proposed long-range plan or amendments to a long-range
             756      plan; and
             757          (v) include the address of an Internet website, if the specified public utility has one, and


             758      the name and telephone number of a person where more information can be obtained
             759      concerning the specified public utility's proposed long-range plan or amendments to a
             760      long-range plan.
             761          (3) (a) Except as provided in Subsection (3)(d), each specified public utility intending
             762      to acquire real property in a county of the first or second class for the purpose of expanding its
             763      infrastructure or other facilities used for providing the services that the specified public utility
             764      is authorized to provide shall provide written notice, as provided in this Subsection (3), of its
             765      intent to acquire the property if the intended use of the property is contrary to:
             766          (i) the anticipated use of the property under the county or municipality's general plan;
             767      or
             768          (ii) the property's current zoning designation.
             769          (b) Each notice under Subsection (3)(a) shall:
             770          (i) indicate that the specified public utility intends to acquire real property;
             771          (ii) identify the real property; and
             772          (iii) be sent to:
             773          (A) each county in whose unincorporated area and each municipality in whose
             774      boundaries the property is located; and
             775          (B) each affected entity.
             776          (c) A notice under this Subsection (3) is a protected record as provided in Subsection
             777      63G-2-305 [(7)](8).
             778          (d) (i) The notice requirement of Subsection (3)(a) does not apply if the specified
             779      public utility previously provided notice under Subsection (2) identifying the general location
             780      within the municipality or unincorporated part of the county where the property to be acquired
             781      is located.
             782          (ii) If a specified public utility is not required to comply with the notice requirement of
             783      Subsection (3)(a) because of application of Subsection (3)(d)(i), the specified public utility
             784      shall provide the notice specified in Subsection (3)(a) as soon as practicable after its acquisition
             785      of the real property.


             786          Section 11. Section 62A-16-204 is amended to read:
             787           62A-16-204. Fatality Review Committee Proceedings.
             788          (1) A majority vote of committee members present constitutes the action of the
             789      committee.
             790          (2) The department shall give the committee access to all reports, records, and other
             791      documents that are relevant to the fatality under investigation, including:
             792          (a) narrative reports;
             793          (b) case files;
             794          (c) autopsy reports; and
             795          (d) police reports, unless the report is protected from disclosure under Subsection
             796      63G-2-305 [(9) or](10) or (11).
             797          (3) The Utah State Hospital and the Utah State Developmental Center shall provide
             798      protected health information to the committee if requested by a fatality review coordinator.
             799          (4) A committee shall convene its first meeting within 14 days after the day on which a
             800      formal fatality review is ordered under Subsection 62A-16-201 (6), unless this time is extended,
             801      for good cause, by the director of the Office of Services Review.
             802          (5) A committee may interview a staff member, a provider, or any other person who
             803      may have knowledge or expertise that is relevant to the fatality review.
             804          (6) A committee shall render an advisory opinion regarding:
             805          (a) whether the provisions of law, rule, policy, and procedure relating to the deceased
             806      individual and the deceased individual's family were complied with;
             807          (b) whether the fatality was responded to properly;
             808          (c) whether to recommend that a law, rule, policy, or procedure be changed; and
             809          (d) whether additional training is needed.
             810          Section 12. Section 63C-4-102 is amended to read:
             811           63C-4-102. Duties.
             812          (1) The Constitutional Defense Council is a council to assist the governor and the
             813      Legislature on the following types of issues:


             814          (a) the constitutionality of federal mandates;
             815          (b) when making recommendations to challenge the federal mandates and regulations
             816      described in Subsections (1)(f)(i) through (v), the rationale for and effectiveness of those
             817      federal mandates or regulations;
             818          (c) legal and policy issues surrounding state and local government rights under R.S.
             819      2477;
             820          (d) legal issues relating to the rights of the School and Institutional Trust Lands
             821      Administration and its beneficiaries;
             822          (e) a disagreement with another state regarding the use or ownership of water; and
             823          (f) the advisability, feasibility, estimated cost, and likelihood of success of challenging:
             824          (i) federal court rulings that:
             825          (A) hinder the management of the state's prison system and place undue financial
             826      hardship on the state's taxpayers;
             827          (B) impact a power or a right reserved to the state or its citizens by the United States
             828      Constitution, Amendment IX or X; or
             829          (C) expand or grant a power to the United States government beyond the limited,
             830      enumerated powers granted by the United States Constitution;
             831          (ii) federal laws or regulations that reduce or negate water rights or the rights of owners
             832      of private property, or the rights and interest of state and local governments, including
             833      sovereignty interests and the power to provide for the health, safety, and welfare, and promote
             834      the prosperity of their inhabitants;
             835          (iii) conflicting federal regulations or policies in land management on federal land;
             836          (iv) federal intervention that would damage the state's mining, timber, and ranching
             837      industries;
             838          (v) the authority of the Environmental Protection Agency and Congress to mandate
             839      local air quality standards and penalties; and
             840          (vi) other issues that are relevant to this Subsection (1).
             841          (2) The council shall:


             842          (a) provide advice to the governor, state planning coordinator, and the public lands
             843      policy coordinator concerning coordination of:
             844          (i) state and local government rights under R.S. 2477; and
             845          (ii) other public lands issues;
             846          (b) approve a plan for R.S. 2477 rights developed in accordance with Section
             847      63C-4-104 ; and
             848          (c) review, at least quarterly:
             849          (i) financial statements concerning implementation of the plan for R.S. 2477 rights;
             850      and
             851          (ii) financial and other reports from the Public Lands Policy Coordinating Office
             852      concerning its activities.
             853          (3) The council chair may require the attorney general or a designee to provide
             854      testimony on potential legal actions that would enhance the state's sovereignty or authority on
             855      issues affecting Utah and the well-being of its citizens.
             856          (4) The council chair may direct the attorney general to initiate and prosecute any
             857      action that the council determines will further its purposes, including an action described in
             858      Section 67-5-29 .
             859          (5) (a) Subject to the provisions of this section, the council may select and employ
             860      attorneys to implement the purposes and duties of the council.
             861          (b) The council chair may, in consultation with the council, direct any council attorney
             862      in any manner considered appropriate by the attorney general to best serve the purposes of the
             863      council.
             864          (c) The attorney general shall negotiate a contract for services with any attorney
             865      selected and approved for employment under this section.
             866          (6) The council chair may, only with the concurrence of the council, review and
             867      approve all claims for payments for:
             868          (a) legal services that are submitted to the council;
             869          (b) an action filed in accordance with Section 67-5-29 ; and


             870          (c) costs related to a constitutional defense plan approved in accordance with Section
             871      63C-4-104 that are submitted by:
             872          (i) the Public Lands Policy Coordinating Office;
             873          (ii) the School and Institutional Trust Lands Administration; or
             874          (iii) the Office of the Attorney General.
             875          (7) Within five business days' notice, the council chair may, with the concurrence of
             876      the council, order the attorney general or an attorney employed by the council to cease work to
             877      be charged to the fund.
             878          (8) (a) At least 20 calendar days before the state submits comments on the draft
             879      environmental impact statement or environmental assessment for a proposed land management
             880      plan of any federal land management agency, the governor shall make those documents
             881      available to:
             882          (i) members of the council; and
             883          (ii) any county executive, county council member, or county commissioner of a county
             884      that is covered by the management plan and that has established formal cooperating agency
             885      status with the relevant federal land management agency regarding the proposed plan.
             886          (b) (i) Council members or local government officials receiving the documents may
             887      make recommendations to the governor or the governor's designee concerning changes to the
             888      documents before they are submitted to the federal land management agency.
             889          (ii) Council members or local government officials shall submit recommendations to
             890      the governor or the governor's designee no later than 10 calendar days after receiving the
             891      documents under Subsection (8)(a).
             892          (c) Documents transmitted or received under this Subsection (8) are drafts and are
             893      protected records pursuant to Subsection 63G-2-305 [(21)](22).
             894          (9) The council shall submit a report on December 1 of each year by electronic mail
             895      that summarizes the council's activities to each legislator.
             896          Section 13. Section 63G-2-201 is amended to read:
             897           63G-2-201. Right to inspect records and receive copies of records.


             898          (1) Every person has the right to inspect a public record free of charge, and the right to
             899      take a copy of a public record during normal working hours, subject to Sections 63G-2-203 and
             900      63G-2-204 .
             901          (2) A record is public unless otherwise expressly provided by statute.
             902          (3) The following records are not public:
             903          (a) a record that is private, controlled, or protected under Sections 63G-2-302 ,
             904      63G-2-303 , 63G-2-304 , and 63G-2-305 ; and
             905          (b) a record to which access is restricted pursuant to court rule, another state statute,
             906      federal statute, or federal regulation, including records for which access is governed or
             907      restricted as a condition of participation in a state or federal program or for receiving state or
             908      federal funds.
             909          (4) Only a record specified in Section 63G-2-302 , 63G-2-303 , 63G-2-304 , or
             910      63G-2-305 may be classified private, controlled, or protected.
             911          (5) (a) A governmental entity may not disclose a record that is private, controlled, or
             912      protected to any person except as provided in Subsection (5)(b), Subsection (5)(c), Section
             913      63G-2-202 , 63G-2-206 , or 63G-2-303 .
             914          (b) A governmental entity may disclose a record that is private under Subsection
             915      63G-2-302 (2) or protected under Section 63G-2-305 to persons other than those specified in
             916      Section 63G-2-202 or 63G-2-206 if the head of a governmental entity, or a designee,
             917      determines that:
             918          (i) there is no interest in restricting access to the record; or
             919          (ii) the interests favoring access are greater than or equal to the interest favoring
             920      restriction of access.
             921          (c) In addition to the disclosure under Subsection (5)(b), a governmental entity may
             922      disclose a record that is protected under Subsection 63G-2-305 [(50)](51) if:
             923          (i) the head of the governmental entity, or a designee, determines that the disclosure:
             924          (A) is mutually beneficial to:
             925          (I) the subject of the record;


             926          (II) the governmental entity; and
             927          (III) the public; and
             928          (B) serves a public purpose related to:
             929          (I) public safety; or
             930          (II) consumer protection; and
             931          (ii) the person who receives the record from the governmental entity agrees not to use
             932      or allow the use of the record for advertising or solicitation purposes.
             933          (6) (a) The disclosure of a record to which access is governed or limited pursuant to
             934      court rule, another state statute, federal statute, or federal regulation, including a record for
             935      which access is governed or limited as a condition of participation in a state or federal program
             936      or for receiving state or federal funds, is governed by the specific provisions of that statute,
             937      rule, or regulation.
             938          (b) This chapter applies to records described in Subsection (6)(a) insofar as this chapter
             939      is not inconsistent with the statute, rule, or regulation.
             940          (7) A governmental entity shall provide a person with a certified copy of a record if:
             941          (a) the person requesting the record has a right to inspect it;
             942          (b) the person identifies the record with reasonable specificity; and
             943          (c) the person pays the lawful fees.
             944          (8) (a) In response to a request, a governmental entity is not required to:
             945          (i) create a record;
             946          (ii) compile, format, manipulate, package, summarize, or tailor information;
             947          (iii) provide a record in a particular format, medium, or program not currently
             948      maintained by the governmental entity;
             949          (iv) fulfill a person's records request if the request unreasonably duplicates prior
             950      records requests from that person; or
             951          (v) fill a person's records request if:
             952          (A) the record requested is accessible in the identical physical form and content in a
             953      public publication or product produced by the governmental entity receiving the request;


             954          (B) the governmental entity provides the person requesting the record with the public
             955      publication or product; and
             956          (C) the governmental entity specifies where the record can be found in the public
             957      publication or product.
             958          (b) Upon request, a governmental entity may provide a record in a particular form
             959      under Subsection (8)(a)(ii) or (iii) if:
             960          (i) the governmental entity determines it is able to do so without unreasonably
             961      interfering with the governmental entity's duties and responsibilities; and
             962          (ii) the requester agrees to pay the governmental entity for providing the record in the
             963      requested form in accordance with Section 63G-2-203 .
             964          (9) (a) A governmental entity may allow a person requesting more than 50 pages of
             965      records to copy the records if:
             966          (i) the records are contained in files that do not contain records that are exempt from
             967      disclosure, or the records may be segregated to remove private, protected, or controlled
             968      information from disclosure; and
             969          (ii) the governmental entity provides reasonable safeguards to protect the public from
             970      the potential for loss of a public record.
             971          (b) When the requirements of Subsection (9)(a) are met, the governmental entity may:
             972          (i) provide the requester with the facilities for copying the requested records and
             973      require that the requester make the copies; or
             974          (ii) allow the requester to provide the requester's own copying facilities and personnel
             975      to make the copies at the governmental entity's offices and waive the fees for copying the
             976      records.
             977          (10) (a) A governmental entity that owns an intellectual property right and that offers
             978      the intellectual property right for sale or license may control by ordinance or policy the
             979      duplication and distribution of the material based on terms the governmental entity considers to
             980      be in the public interest.
             981          (b) Nothing in this chapter shall be construed to limit or impair the rights or protections


             982      granted to the governmental entity under federal copyright or patent law as a result of its
             983      ownership of the intellectual property right.
             984          (11) A governmental entity may not use the physical form, electronic or otherwise, in
             985      which a record is stored to deny, or unreasonably hinder the rights of a person to inspect and
             986      receive a copy of a record under this chapter.
             987          (12) Subject to the requirements of Subsection (8), a governmental entity shall provide
             988      access to an electronic copy of a record in lieu of providing access to its paper equivalent if:
             989          (a) the person making the request requests or states a preference for an electronic copy;
             990          (b) the governmental entity currently maintains the record in an electronic format that
             991      is reproducible and may be provided without reformatting or conversion; and
             992          (c) the electronic copy of the record:
             993          (i) does not disclose other records that are exempt from disclosure; or
             994          (ii) may be segregated to protect private, protected, or controlled information from
             995      disclosure without the undue expenditure of public resources or funds.
             996          Section 14. Section 63G-2-202 is amended to read:
             997           63G-2-202. Access to private, controlled, and protected documents.
             998          (1) Upon request, and except as provided in Subsection (11)(a), a governmental entity
             999      shall disclose a private record to:
             1000          (a) the subject of the record;
             1001          (b) the parent or legal guardian of an unemancipated minor who is the subject of the
             1002      record;
             1003          (c) the legal guardian of a legally incapacitated individual who is the subject of the
             1004      record;
             1005          (d) any other individual who:
             1006          (i) has a power of attorney from the subject of the record;
             1007          (ii) submits a notarized release from the subject of the record or the individual's legal
             1008      representative dated no more than 90 days before the date the request is made; or
             1009          (iii) if the record is a medical record described in Subsection 63G-2-302 (1)(b), is a


             1010      health care provider, as defined in Section 26-33a-102 , if releasing the record or information in
             1011      the record is consistent with normal professional practice and medical ethics; or
             1012          (e) any person to whom the record must be provided pursuant to:
             1013          (i) court order as provided in Subsection (7); or
             1014          (ii) a legislative subpoena as provided in Title 36, Chapter 14, Legislative Subpoena
             1015      Powers.
             1016          (2) (a) Upon request, a governmental entity shall disclose a controlled record to:
             1017          (i) a physician, psychologist, certified social worker, insurance provider or producer, or
             1018      a government public health agency upon submission of:
             1019          (A) a release from the subject of the record that is dated no more than 90 days prior to
             1020      the date the request is made; and
             1021          (B) a signed acknowledgment of the terms of disclosure of controlled information as
             1022      provided by Subsection (2)(b); and
             1023          (ii) any person to whom the record must be disclosed pursuant to:
             1024          (A) a court order as provided in Subsection (7); or
             1025          (B) a legislative subpoena as provided in Title 36, Chapter 14, Legislative Subpoena
             1026      Powers.
             1027          (b) A person who receives a record from a governmental entity in accordance with
             1028      Subsection (2)(a)(i) may not disclose controlled information from that record to any person,
             1029      including the subject of the record.
             1030          (3) If there is more than one subject of a private or controlled record, the portion of the
             1031      record that pertains to another subject shall be segregated from the portion that the requester is
             1032      entitled to inspect.
             1033          (4) Upon request, and except as provided in Subsection (10) or (11)(b), a governmental
             1034      entity shall disclose a protected record to:
             1035          (a) the person who submitted the record;
             1036          (b) any other individual who:
             1037          (i) has a power of attorney from all persons, governmental entities, or political


             1038      subdivisions whose interests were sought to be protected by the protected classification; or
             1039          (ii) submits a notarized release from all persons, governmental entities, or political
             1040      subdivisions whose interests were sought to be protected by the protected classification or from
             1041      their legal representatives dated no more than 90 days prior to the date the request is made;
             1042          (c) any person to whom the record must be provided pursuant to:
             1043          (i) a court order as provided in Subsection (7); or
             1044          (ii) a legislative subpoena as provided in Title 36, Chapter 14, Legislative Subpoena
             1045      Powers; or
             1046          (d) the owner of a mobile home park, subject to the conditions of Subsection
             1047      41-1a-116 (5).
             1048          (5) A governmental entity may disclose a private, controlled, or protected record to
             1049      another governmental entity, political subdivision, another state, the United States, or a foreign
             1050      government only as provided by Section 63G-2-206 .
             1051          (6) Before releasing a private, controlled, or protected record, the governmental entity
             1052      shall obtain evidence of the requester's identity.
             1053          (7) A governmental entity shall disclose a record pursuant to the terms of a court order
             1054      signed by a judge from a court of competent jurisdiction, provided that:
             1055          (a) the record deals with a matter in controversy over which the court has jurisdiction;
             1056          (b) the court has considered the merits of the request for access to the record;
             1057          (c) the court has considered and, where appropriate, limited the requester's use and
             1058      further disclosure of the record in order to protect:
             1059          (i) privacy interests in the case of private or controlled records;
             1060          (ii) business confidentiality interests in the case of records protected under Subsection
             1061      63G-2-305 (1), (2), [(39)] (40)(a)(ii), or [(39)] (40)(a)(vi); and
             1062          (iii) privacy interests or the public interest in the case of other protected records;
             1063          (d) to the extent the record is properly classified private, controlled, or protected, the
             1064      interests favoring access, considering limitations thereon, are greater than or equal to the
             1065      interests favoring restriction of access; and


             1066          (e) where access is restricted by a rule, statute, or regulation referred to in Subsection
             1067      63G-2-201 (3)(b), the court has authority independent of this chapter to order disclosure.
             1068          (8) (a) A governmental entity may disclose or authorize disclosure of private or
             1069      controlled records for research purposes if the governmental entity:
             1070          (i) determines that the research purpose cannot reasonably be accomplished without
             1071      use or disclosure of the information to the researcher in individually identifiable form;
             1072          (ii) determines that:
             1073          (A) the proposed research is bona fide; and
             1074          (B) the value of the research is greater than or equal to the infringement upon personal
             1075      privacy;
             1076          (iii) (A) requires the researcher to assure the integrity, confidentiality, and security of
             1077      the records; and
             1078          (B) requires the removal or destruction of the individual identifiers associated with the
             1079      records as soon as the purpose of the research project has been accomplished;
             1080          (iv) prohibits the researcher from:
             1081          (A) disclosing the record in individually identifiable form, except as provided in
             1082      Subsection (8)(b); or
             1083          (B) using the record for purposes other than the research approved by the governmental
             1084      entity; and
             1085          (v) secures from the researcher a written statement of the researcher's understanding of
             1086      and agreement to the conditions of this Subsection (8) and the researcher's understanding that
             1087      violation of the terms of this Subsection (8) may subject the researcher to criminal prosecution
             1088      under Section 63G-2-801 .
             1089          (b) A researcher may disclose a record in individually identifiable form if the record is
             1090      disclosed for the purpose of auditing or evaluating the research program and no subsequent use
             1091      or disclosure of the record in individually identifiable form will be made by the auditor or
             1092      evaluator except as provided by this section.
             1093          (c) A governmental entity may require indemnification as a condition of permitting


             1094      research under this Subsection (8).
             1095          (9) (a) Under Subsections 63G-2-201 (5)(b) and 63G-2-401 (6), a governmental entity
             1096      may disclose to persons other than those specified in this section records that are:
             1097          (i) private under Section 63G-2-302 ; or
             1098          (ii) protected under Section 63G-2-305 subject to Section 63G-2-309 if a claim for
             1099      business confidentiality has been made under Section 63G-2-309 .
             1100          (b) Under Subsection 63G-2-403 (11)(b), the records committee may require the
             1101      disclosure to persons other than those specified in this section of records that are:
             1102          (i) private under Section 63G-2-302 ;
             1103          (ii) controlled under Section 63G-2-304 ; or
             1104          (iii) protected under Section 63G-2-305 subject to Section 63G-2-309 if a claim for
             1105      business confidentiality has been made under Section 63G-2-309 .
             1106          (c) Under Subsection 63G-2-404 (8), the court may require the disclosure of records
             1107      that are private under Section 63G-2-302 , controlled under Section 63G-2-304 , or protected
             1108      under Section 63G-2-305 to persons other than those specified in this section.
             1109          (10) A record contained in the Management Information System, created in Section
             1110      62A-4a-1003 , that is found to be unsubstantiated, unsupported, or without merit may not be
             1111      disclosed to any person except the person who is alleged in the report to be a perpetrator of
             1112      abuse, neglect, or dependency.
             1113          (11) (a) A private record described in Subsection 63G-2-302 (2)(f) may only be
             1114      disclosed as provided in Subsection (1)(e).
             1115          (b) A protected record described in Subsection 63G-2-305 [(42)](43) may only be
             1116      disclosed as provided in Subsection (4)(c) or Section 62A-3-312 .
             1117          (12) (a) A private, protected, or controlled record described in Section 62A-16-301
             1118      shall be disclosed as required under:
             1119          (i) Subsections 62A-16-301 (1)(b), (2), and (4)(c); and
             1120          (ii) Subsections 62A-16-302 (1) and (6).
             1121          (b) A record disclosed under Subsection (12)(a) shall retain its character as private,


             1122      protected, or controlled.
             1123          Section 15. Section 63G-2-301 is amended to read:
             1124           63G-2-301. Records that must be disclosed.
             1125          (1) As used in this section:
             1126          (a) "Business address" means a single address of a governmental agency designated for
             1127      the public to contact an employee or officer of the governmental agency.
             1128          (b) "Business email address" means a single email address of a governmental agency
             1129      designated for the public to contact an employee or officer of the governmental agency.
             1130          (c) "Business telephone number" means a single telephone number of a governmental
             1131      agency designated for the public to contact an employee or officer of the governmental agency.
             1132          (2) The following records are public except to the extent they contain information
             1133      expressly permitted to be treated confidentially under the provisions of Subsections
             1134      63G-2-201 (3)(b) and (6)(a):
             1135          (a) laws;
             1136          (b) the name, gender, gross compensation, job title, job description, business address,
             1137      business email address, business telephone number, number of hours worked per pay period,
             1138      dates of employment, and relevant education, previous employment, and similar job
             1139      qualifications of a current or former employee or officer of the governmental entity, excluding:
             1140          (i) undercover law enforcement personnel; and
             1141          (ii) investigative personnel if disclosure could reasonably be expected to impair the
             1142      effectiveness of investigations or endanger any individual's safety;
             1143          (c) final opinions, including concurring and dissenting opinions, and orders that are
             1144      made by a governmental entity in an administrative, adjudicative, or judicial proceeding except
             1145      that if the proceedings were properly closed to the public, the opinion and order may be
             1146      withheld to the extent that they contain information that is private, controlled, or protected;
             1147          (d) final interpretations of statutes or rules by a governmental entity unless classified as
             1148      protected as provided in Subsection 63G-2-305 [(16) or](17) or (18);
             1149          (e) information contained in or compiled from a transcript, minutes, or report of the


             1150      open portions of a meeting of a governmental entity as provided by Title 52, Chapter 4, Open
             1151      and Public Meetings Act, including the records of all votes of each member of the
             1152      governmental entity;
             1153          (f) judicial records unless a court orders the records to be restricted under the rules of
             1154      civil or criminal procedure or unless the records are private under this chapter;
             1155          (g) unless otherwise classified as private under Section 63G-2-303 , records or parts of
             1156      records filed with or maintained by county recorders, clerks, treasurers, surveyors, zoning
             1157      commissions, the Division of Forestry, Fire, and State Lands, the School and Institutional Trust
             1158      Lands Administration, the Division of Oil, Gas, and Mining, the Division of Water Rights, or
             1159      other governmental entities that give public notice of:
             1160          (i) titles or encumbrances to real property;
             1161          (ii) restrictions on the use of real property;
             1162          (iii) the capacity of persons to take or convey title to real property; or
             1163          (iv) tax status for real and personal property;
             1164          (h) records of the Department of Commerce that evidence incorporations, mergers,
             1165      name changes, and uniform commercial code filings;
             1166          (i) data on individuals that would otherwise be private under this chapter if the
             1167      individual who is the subject of the record has given the governmental entity written
             1168      permission to make the records available to the public;
             1169          (j) documentation of the compensation that a governmental entity pays to a contractor
             1170      or private provider;
             1171          (k) summary data;
             1172          (l) voter registration records, including an individual's voting history, except for those
             1173      parts of the record that are classified as private in Subsection 63G-2-302 (1)(i);
             1174          (m) for an elected official, as defined in Section 11-47-102 , a telephone number, if
             1175      available, and email address, if available, where that elected official may be reached as required
             1176      in Title 11, Chapter 47, Access to Elected Officials;
             1177          (n) for a school community council member, a telephone number, if available, and


             1178      email address, if available, where that elected official may be reached directly as required in
             1179      Section 53A-1a-108 ; and
             1180          (o) annual audited financial statements of the Utah Educational Savings Plan described
             1181      in Section 53B-8a-111 .
             1182          (3) The following records are normally public, but to the extent that a record is
             1183      expressly exempt from disclosure, access may be restricted under Subsection 63G-2-201 (3)(b),
             1184      Section 63G-2-302 , 63G-2-304 , or 63G-2-305 :
             1185          (a) administrative staff manuals, instructions to staff, and statements of policy;
             1186          (b) records documenting a contractor's or private provider's compliance with the terms
             1187      of a contract with a governmental entity;
             1188          (c) records documenting the services provided by a contractor or a private provider to
             1189      the extent the records would be public if prepared by the governmental entity;
             1190          (d) contracts entered into by a governmental entity;
             1191          (e) any account, voucher, or contract that deals with the receipt or expenditure of funds
             1192      by a governmental entity;
             1193          (f) records relating to government assistance or incentives publicly disclosed,
             1194      contracted for, or given by a governmental entity, encouraging a person to expand or relocate a
             1195      business in Utah, except as provided in Subsection 63G-2-305 [(34)](35);
             1196          (g) chronological logs and initial contact reports;
             1197          (h) correspondence by and with a governmental entity in which the governmental entity
             1198      determines or states an opinion upon the rights of the state, a political subdivision, the public,
             1199      or any person;
             1200          (i) empirical data contained in drafts if:
             1201          (i) the empirical data is not reasonably available to the requester elsewhere in similar
             1202      form; and
             1203          (ii) the governmental entity is given a reasonable opportunity to correct any errors or
             1204      make nonsubstantive changes before release;
             1205          (j) drafts that are circulated to anyone other than:


             1206          (i) a governmental entity;
             1207          (ii) a political subdivision;
             1208          (iii) a federal agency if the governmental entity and the federal agency are jointly
             1209      responsible for implementation of a program or project that has been legislatively approved;
             1210          (iv) a government-managed corporation; or
             1211          (v) a contractor or private provider;
             1212          (k) drafts that have never been finalized but were relied upon by the governmental
             1213      entity in carrying out action or policy;
             1214          (l) original data in a computer program if the governmental entity chooses not to
             1215      disclose the program;
             1216          (m) arrest warrants after issuance, except that, for good cause, a court may order
             1217      restricted access to arrest warrants prior to service;
             1218          (n) search warrants after execution and filing of the return, except that a court, for good
             1219      cause, may order restricted access to search warrants prior to trial;
             1220          (o) records that would disclose information relating to formal charges or disciplinary
             1221      actions against a past or present governmental entity employee if:
             1222          (i) the disciplinary action has been completed and all time periods for administrative
             1223      appeal have expired; and
             1224          (ii) the charges on which the disciplinary action was based were sustained;
             1225          (p) records maintained by the Division of Forestry, Fire, and State Lands, the School
             1226      and Institutional Trust Lands Administration, or the Division of Oil, Gas, and Mining that
             1227      evidence mineral production on government lands;
             1228          (q) final audit reports;
             1229          (r) occupational and professional licenses;
             1230          (s) business licenses; and
             1231          (t) a notice of violation, a notice of agency action under Section 63G-4-201 , or similar
             1232      records used to initiate proceedings for discipline or sanctions against persons regulated by a
             1233      governmental entity, but not including records that initiate employee discipline.


             1234          (4) The list of public records in this section is not exhaustive and should not be used to
             1235      limit access to records.
             1236          Section 16. Section 63G-2-305 is amended to read:
             1237           63G-2-305. Protected records.
             1238          The following records are protected if properly classified by a governmental entity:
             1239          (1) trade secrets as defined in Section 13-24-2 if the person submitting the trade secret
             1240      has provided the governmental entity with the information specified in Section 63G-2-309 ;
             1241          (2) commercial information or nonindividual financial information obtained from a
             1242      person if:
             1243          (a) disclosure of the information could reasonably be expected to result in unfair
             1244      competitive injury to the person submitting the information or would impair the ability of the
             1245      governmental entity to obtain necessary information in the future;
             1246          (b) the person submitting the information has a greater interest in prohibiting access
             1247      than the public in obtaining access; and
             1248          (c) the person submitting the information has provided the governmental entity with
             1249      the information specified in Section 63G-2-309 ;
             1250          (3) commercial or financial information acquired or prepared by a governmental entity
             1251      to the extent that disclosure would lead to financial speculations in currencies, securities, or
             1252      commodities that will interfere with a planned transaction by the governmental entity or cause
             1253      substantial financial injury to the governmental entity or state economy;
             1254          (4) records, the disclosure of which could cause commercial injury to, or confer a
             1255      competitive advantage upon a potential or actual competitor of, a commercial project entity as
             1256      defined in Subsection 11-13-103 (4);
             1257          (5) test questions and answers to be used in future license, certification, registration,
             1258      employment, or academic examinations;
             1259          (6) records, the disclosure of which would impair governmental procurement
             1260      proceedings or give an unfair advantage to any person proposing to enter into a contract or
             1261      agreement with a governmental entity, except, subject to Subsections (1) and (2), that this


             1262      Subsection (6) does not restrict the right of a person to have access to, [once] after the contract
             1263      or grant has been awarded and signed by all parties, a bid, proposal, [or] application, or other
             1264      information submitted to or by a governmental entity in response to:
             1265          (a) [a request] an invitation for bids;
             1266          (b) a request for proposals;
             1267          (c) a request for quotes;
             1268          [(c)] (d) a grant; or
             1269          [(d)] (e) other similar document;
             1270          (7) information submitted to or by a governmental entity in response to a request for
             1271      information, except, subject to Subsections (1) and (2), that this Subsection (7) does not restrict
             1272      the right of a person to have access to the information, after:
             1273          (a) a contract directly relating to the subject of the request for information has been
             1274      awarded and signed by all parties; or
             1275          (b) (i) a final determination is made not to enter into a contract that relates to the
             1276      subject of the request for information; and
             1277          (ii) at least two years have passed after the day on which the request for information is
             1278      issued;
             1279          [(7)] (8) records that would identify real property or the appraisal or estimated value of
             1280      real or personal property, including intellectual property, under consideration for public
             1281      acquisition before any rights to the property are acquired unless:
             1282          (a) public interest in obtaining access to the information is greater than or equal to the
             1283      governmental entity's need to acquire the property on the best terms possible;
             1284          (b) the information has already been disclosed to persons not employed by or under a
             1285      duty of confidentiality to the entity;
             1286          (c) in the case of records that would identify property, potential sellers of the described
             1287      property have already learned of the governmental entity's plans to acquire the property;
             1288          (d) in the case of records that would identify the appraisal or estimated value of
             1289      property, the potential sellers have already learned of the governmental entity's estimated value


             1290      of the property; or
             1291          (e) the property under consideration for public acquisition is a single family residence
             1292      and the governmental entity seeking to acquire the property has initiated negotiations to acquire
             1293      the property as required under Section 78B-6-505 ;
             1294          [(8)] (9) records prepared in contemplation of sale, exchange, lease, rental, or other
             1295      compensated transaction of real or personal property including intellectual property, which, if
             1296      disclosed prior to completion of the transaction, would reveal the appraisal or estimated value
             1297      of the subject property, unless:
             1298          (a) the public interest in access is greater than or equal to the interests in restricting
             1299      access, including the governmental entity's interest in maximizing the financial benefit of the
             1300      transaction; or
             1301          (b) when prepared by or on behalf of a governmental entity, appraisals or estimates of
             1302      the value of the subject property have already been disclosed to persons not employed by or
             1303      under a duty of confidentiality to the entity;
             1304          [(9)] (10) records created or maintained for civil, criminal, or administrative
             1305      enforcement purposes or audit purposes, or for discipline, licensing, certification, or
             1306      registration purposes, if release of the records:
             1307          (a) reasonably could be expected to interfere with investigations undertaken for
             1308      enforcement, discipline, licensing, certification, or registration purposes;
             1309          (b) reasonably could be expected to interfere with audits, disciplinary, or enforcement
             1310      proceedings;
             1311          (c) would create a danger of depriving a person of a right to a fair trial or impartial
             1312      hearing;
             1313          (d) reasonably could be expected to disclose the identity of a source who is not
             1314      generally known outside of government and, in the case of a record compiled in the course of
             1315      an investigation, disclose information furnished by a source not generally known outside of
             1316      government if disclosure would compromise the source; or
             1317          (e) reasonably could be expected to disclose investigative or audit techniques,


             1318      procedures, policies, or orders not generally known outside of government if disclosure would
             1319      interfere with enforcement or audit efforts;
             1320          [(10)] (11) records the disclosure of which would jeopardize the life or safety of an
             1321      individual;
             1322          [(11)] (12) records the disclosure of which would jeopardize the security of
             1323      governmental property, governmental programs, or governmental recordkeeping systems from
             1324      damage, theft, or other appropriation or use contrary to law or public policy;
             1325          [(12)] (13) records that, if disclosed, would jeopardize the security or safety of a
             1326      correctional facility, or records relating to incarceration, treatment, probation, or parole, that
             1327      would interfere with the control and supervision of an offender's incarceration, treatment,
             1328      probation, or parole;
             1329          [(13)] (14) records that, if disclosed, would reveal recommendations made to the Board
             1330      of Pardons and Parole by an employee of or contractor for the Department of Corrections, the
             1331      Board of Pardons and Parole, or the Department of Human Services that are based on the
             1332      employee's or contractor's supervision, diagnosis, or treatment of any person within the board's
             1333      jurisdiction;
             1334          [(14)] (15) records and audit workpapers that identify audit, collection, and operational
             1335      procedures and methods used by the State Tax Commission, if disclosure would interfere with
             1336      audits or collections;
             1337          [(15)] (16) records of a governmental audit agency relating to an ongoing or planned
             1338      audit until the final audit is released;
             1339          [(16)] (17) records that are subject to the attorney client privilege;
             1340          [(17)] (18) records prepared for or by an attorney, consultant, surety, indemnitor,
             1341      insurer, employee, or agent of a governmental entity for, or in anticipation of, litigation or a
             1342      judicial, quasi-judicial, or administrative proceeding;
             1343          [(18)] (19) (a) (i) personal files of a state legislator, including personal correspondence
             1344      to or from a member of the Legislature; and
             1345          (ii) notwithstanding Subsection [(18)] (19)(a)(i), correspondence that gives notice of


             1346      legislative action or policy may not be classified as protected under this section; and
             1347          (b) (i) an internal communication that is part of the deliberative process in connection
             1348      with the preparation of legislation between:
             1349          (A) members of a legislative body;
             1350          (B) a member of a legislative body and a member of the legislative body's staff; or
             1351          (C) members of a legislative body's staff; and
             1352          (ii) notwithstanding Subsection [(18)] (19)(b)(i), a communication that gives notice of
             1353      legislative action or policy may not be classified as protected under this section;
             1354          [(19)] (20) (a) records in the custody or control of the Office of Legislative Research
             1355      and General Counsel, that, if disclosed, would reveal a particular legislator's contemplated
             1356      legislation or contemplated course of action before the legislator has elected to support the
             1357      legislation or course of action, or made the legislation or course of action public; and
             1358          (b) notwithstanding Subsection [(19)] (20)(a), the form to request legislation submitted
             1359      to the Office of Legislative Research and General Counsel is a public document unless a
             1360      legislator asks that the records requesting the legislation be maintained as protected records
             1361      until such time as the legislator elects to make the legislation or course of action public;
             1362          [(20)] (21) research requests from legislators to the Office of Legislative Research and
             1363      General Counsel or the Office of the Legislative Fiscal Analyst and research findings prepared
             1364      in response to these requests;
             1365          [(21)] (22) drafts, unless otherwise classified as public;
             1366          [(22)] (23) records concerning a governmental entity's strategy about:
             1367          (a) collective bargaining; or
             1368          (b) imminent or pending litigation;
             1369          [(23)] (24) records of investigations of loss occurrences and analyses of loss
             1370      occurrences that may be covered by the Risk Management Fund, the Employers' Reinsurance
             1371      Fund, the Uninsured Employers' Fund, or similar divisions in other governmental entities;
             1372          [(24)] (25) records, other than personnel evaluations, that contain a personal
             1373      recommendation concerning an individual if disclosure would constitute a clearly unwarranted


             1374      invasion of personal privacy, or disclosure is not in the public interest;
             1375          [(25)] (26) records that reveal the location of historic, prehistoric, paleontological, or
             1376      biological resources that if known would jeopardize the security of those resources or of
             1377      valuable historic, scientific, educational, or cultural information;
             1378          [(26)] (27) records of independent state agencies if the disclosure of the records would
             1379      conflict with the fiduciary obligations of the agency;
             1380          [(27)] (28) records of an institution within the state system of higher education defined
             1381      in Section 53B-1-102 regarding tenure evaluations, appointments, applications for admissions,
             1382      retention decisions, and promotions, which could be properly discussed in a meeting closed in
             1383      accordance with Title 52, Chapter 4, Open and Public Meetings Act, provided that records of
             1384      the final decisions about tenure, appointments, retention, promotions, or those students
             1385      admitted, may not be classified as protected under this section;
             1386          [(28)] (29) records of the governor's office, including budget recommendations,
             1387      legislative proposals, and policy statements, that if disclosed would reveal the governor's
             1388      contemplated policies or contemplated courses of action before the governor has implemented
             1389      or rejected those policies or courses of action or made them public;
             1390          [(29)] (30) records of the Office of the Legislative Fiscal Analyst relating to budget
             1391      analysis, revenue estimates, and fiscal notes of proposed legislation before issuance of the final
             1392      recommendations in these areas;
             1393          [(30)] (31) records provided by the United States or by a government entity outside the
             1394      state that are given to the governmental entity with a requirement that they be managed as
             1395      protected records if the providing entity certifies that the record would not be subject to public
             1396      disclosure if retained by it;
             1397          [(31)] (32) transcripts, minutes, or reports of the closed portion of a meeting of a public
             1398      body except as provided in Section 52-4-206 ;
             1399          [(32)] (33) records that would reveal the contents of settlement negotiations but not
             1400      including final settlements or empirical data to the extent that they are not otherwise exempt
             1401      from disclosure;


             1402          [(33)] (34) memoranda prepared by staff and used in the decision-making process by
             1403      an administrative law judge, a member of the Board of Pardons and Parole, or a member of any
             1404      other body charged by law with performing a quasi-judicial function;
             1405          [(34)] (35) records that would reveal negotiations regarding assistance or incentives
             1406      offered by or requested from a governmental entity for the purpose of encouraging a person to
             1407      expand or locate a business in Utah, but only if disclosure would result in actual economic
             1408      harm to the person or place the governmental entity at a competitive disadvantage, but this
             1409      section may not be used to restrict access to a record evidencing a final contract;
             1410          [(35)] (36) materials to which access must be limited for purposes of securing or
             1411      maintaining the governmental entity's proprietary protection of intellectual property rights
             1412      including patents, copyrights, and trade secrets;
             1413          [(36)] (37) the name of a donor or a prospective donor to a governmental entity,
             1414      including an institution within the state system of higher education defined in Section
             1415      53B-1-102 , and other information concerning the donation that could reasonably be expected to
             1416      reveal the identity of the donor, provided that:
             1417          (a) the donor requests anonymity in writing;
             1418          (b) any terms, conditions, restrictions, or privileges relating to the donation may not be
             1419      classified protected by the governmental entity under this Subsection [(36)] (37); and
             1420          (c) except for an institution within the state system of higher education defined in
             1421      Section 53B-1-102 , the governmental unit to which the donation is made is primarily engaged
             1422      in educational, charitable, or artistic endeavors, and has no regulatory or legislative authority
             1423      over the donor, a member of the donor's immediate family, or any entity owned or controlled
             1424      by the donor or the donor's immediate family;
             1425          [(37)] (38) accident reports, except as provided in Sections 41-6a-404 , 41-12a-202 , and
             1426      73-18-13 ;
             1427          [(38)] (39) a notification of workers' compensation insurance coverage described in
             1428      Section 34A-2-205 ;
             1429          [(39)] (40) (a) the following records of an institution within the state system of higher


             1430      education defined in Section 53B-1-102 , which have been developed, discovered, disclosed to,
             1431      or received by or on behalf of faculty, staff, employees, or students of the institution:
             1432          (i) unpublished lecture notes;
             1433          (ii) unpublished notes, data, and information:
             1434          (A) relating to research; and
             1435          (B) of:
             1436          (I) the institution within the state system of higher education defined in Section
             1437      53B-1-102 ; or
             1438          (II) a sponsor of sponsored research;
             1439          (iii) unpublished manuscripts;
             1440          (iv) creative works in process;
             1441          (v) scholarly correspondence; and
             1442          (vi) confidential information contained in research proposals;
             1443          (b) Subsection [(39)] (40)(a) may not be construed to prohibit disclosure of public
             1444      information required pursuant to Subsection 53B-16-302 (2)(a) or (b); and
             1445          (c) Subsection [(39)] (40)(a) may not be construed to affect the ownership of a record;
             1446          [(40)] (41) (a) records in the custody or control of the Office of Legislative Auditor
             1447      General that would reveal the name of a particular legislator who requests a legislative audit
             1448      prior to the date that audit is completed and made public; and
             1449          (b) notwithstanding Subsection [(40)] (41)(a), a request for a legislative audit
             1450      submitted to the Office of the Legislative Auditor General is a public document unless the
             1451      legislator asks that the records in the custody or control of the Office of Legislative Auditor
             1452      General that would reveal the name of a particular legislator who requests a legislative audit be
             1453      maintained as protected records until the audit is completed and made public;
             1454          [(41)] (42) records that provide detail as to the location of an explosive, including a
             1455      map or other document that indicates the location of:
             1456          (a) a production facility; or
             1457          (b) a magazine;


             1458          [(42)] (43) information:
             1459          (a) contained in the statewide database of the Division of Aging and Adult Services
             1460      created by Section 62A-3-311.1 ; or
             1461          (b) received or maintained in relation to the Identity Theft Reporting Information
             1462      System (IRIS) established under Section 67-5-22 ;
             1463          [(43)] (44) information contained in the Management Information System and
             1464      Licensing Information System described in Title 62A, Chapter 4a, Child and Family Services;
             1465          [(44)] (45) information regarding National Guard operations or activities in support of
             1466      the National Guard's federal mission;
             1467          [(45)] (46) records provided by any pawn or secondhand business to a law enforcement
             1468      agency or to the central database in compliance with Title 13, Chapter 32a, Pawnshop and
             1469      Secondhand Merchandise Transaction Information Act;
             1470          [(46)] (47) information regarding food security, risk, and vulnerability assessments
             1471      performed by the Department of Agriculture and Food;
             1472          [(47)] (48) except to the extent that the record is exempt from this chapter pursuant to
             1473      Section 63G-2-106 , records related to an emergency plan or program, a copy of which is
             1474      provided to or prepared or maintained by the Division of Emergency Management, and the
             1475      disclosure of which would jeopardize:
             1476          (a) the safety of the general public; or
             1477          (b) the security of:
             1478          (i) governmental property;
             1479          (ii) governmental programs; or
             1480          (iii) the property of a private person who provides the Division of Emergency
             1481      Management information;
             1482          [(48)] (49) records of the Department of Agriculture and Food that provides for the
             1483      identification, tracing, or control of livestock diseases, including any program established under
             1484      Title 4, Chapter 24, Utah Livestock Brand and Anti-theft Act or Title 4, Chapter 31, Control of
             1485      Animal Disease;


             1486          [(49)] (50) as provided in Section 26-39-501 :
             1487          (a) information or records held by the Department of Health related to a complaint
             1488      regarding a child care program or residential child care which the department is unable to
             1489      substantiate; and
             1490          (b) information or records related to a complaint received by the Department of Health
             1491      from an anonymous complainant regarding a child care program or residential child care;
             1492          [(50)] (51) unless otherwise classified as public under Section 63G-2-301 and except
             1493      as provided under Section 41-1a-116 , an individual's home address, home telephone number,
             1494      or personal mobile phone number, if:
             1495          (a) the individual is required to provide the information in order to comply with a law,
             1496      ordinance, rule, or order of a government entity; and
             1497          (b) the subject of the record has a reasonable expectation that this information will be
             1498      kept confidential due to:
             1499          (i) the nature of the law, ordinance, rule, or order; and
             1500          (ii) the individual complying with the law, ordinance, rule, or order;
             1501          [(51)] (52) the name, home address, work addresses, and telephone numbers of an
             1502      individual that is engaged in, or that provides goods or services for, medical or scientific
             1503      research that is:
             1504          (a) conducted within the state system of higher education, as defined in Section
             1505      53B-1-102 ; and
             1506          (b) conducted using animals;
             1507          [(52)] (53) an initial proposal under Title 63M, Chapter 1, Part 26, Government
             1508      Procurement Private Proposal Program, to the extent not made public by rules made under that
             1509      chapter;
             1510          [(53)] (54) in accordance with Section 78A-12-203 , any record of the Judicial
             1511      Performance Evaluation Commission concerning an individual commissioner's vote on
             1512      whether or not to recommend that the voters retain a judge;
             1513          [(54)] (55) information collected and a report prepared by the Judicial Performance


             1514      Evaluation Commission concerning a judge, unless Section 20A-7-702 or Title 78A, Chapter
             1515      12, Judicial Performance Evaluation Commission Act, requires disclosure of, or makes public,
             1516      the information or report;
             1517          [(55)] (56) records contained in the Management Information System created in
             1518      Section 62A-4a-1003 ;
             1519          [(56)] (57) records provided or received by the Public Lands Policy Coordinating
             1520      Office in furtherance of any contract or other agreement made in accordance with Section
             1521      63J-4-603 ;
             1522          [(57)] (58) information requested by and provided to the Utah State 911 Committee
             1523      under Section 53-10-602 ;
             1524          [(58)] (59) recorded Children's Justice Center investigative interviews, both video and
             1525      audio, the release of which are governed by Section 77-37-4 ;
             1526          [(59)] (60) in accordance with Section 73-10-33 :
             1527          (a) a management plan for a water conveyance facility in the possession of the Division
             1528      of Water Resources or the Board of Water Resources; or
             1529          (b) an outline of an emergency response plan in possession of the state or a county or
             1530      municipality;
             1531          [(60)] (61) the following records in the custody or control of the Office of Inspector
             1532      General of Medicaid Services, created in Section 63J-4a-201 :
             1533          (a) records that would disclose information relating to allegations of personal
             1534      misconduct, gross mismanagement, or illegal activity of a person if the information or
             1535      allegation cannot be corroborated by the Office of Inspector General of Medicaid Services
             1536      through other documents or evidence, and the records relating to the allegation are not relied
             1537      upon by the Office of Inspector General of Medicaid Services in preparing a final investigation
             1538      report or final audit report;
             1539          (b) records and audit workpapers to the extent they would disclose the identity of a
             1540      person who, during the course of an investigation or audit, communicated the existence of any
             1541      Medicaid fraud, waste, or abuse, or a violation or suspected violation of a law, rule, or


             1542      regulation adopted under the laws of this state, a political subdivision of the state, or any
             1543      recognized entity of the United States, if the information was disclosed on the condition that
             1544      the identity of the person be protected;
             1545          (c) before the time that an investigation or audit is completed and the final
             1546      investigation or final audit report is released, records or drafts circulated to a person who is not
             1547      an employee or head of a governmental entity for the person's response or information;
             1548          (d) records that would disclose an outline or part of any investigation, audit survey
             1549      plan, or audit program; or
             1550          (e) requests for an investigation or audit, if disclosure would risk circumvention of an
             1551      investigation or audit;
             1552          [(61)] (62) records that reveal methods used by the Office of Inspector General of
             1553      Medicaid Services, the fraud unit, or the Department of Health, to discover Medicaid fraud,
             1554      waste, or abuse;
             1555          [(62)] (63) information provided to the Department of Health or the Division of
             1556      Occupational and Professional Licensing under Subsection 58-68-304 (3) or (4); and
             1557          [(63)] (64) a record described in Section 63G-12-210 .
             1558          Section 17. Section 63G-2-309 is amended to read:
             1559           63G-2-309. Confidentiality claims.
             1560          (1) (a) (i) Any person who provides to a governmental entity a record that the person
             1561      believes should be protected under Subsection 63G-2-305 (1) or (2) or both Subsections
             1562      63G-2-305 (1) and (2) shall provide with the record:
             1563          (A) a written claim of business confidentiality; and
             1564          (B) a concise statement of reasons supporting the claim of business confidentiality.
             1565          (ii) Any of the following who provides to an institution within the state system of
             1566      higher education defined in Section 53B-1-102 a record that the person or governmental entity
             1567      believes should be protected under Subsection 63G-2-305 [(39)](40)(a)(ii) or (vi) or both
             1568      Subsections 63G-2-305 [(39)](40)(a)(ii) and (vi) shall provide the institution within the state
             1569      system of higher education a written claim of business confidentiality in accordance with


             1570      Section 53B-16-304 :
             1571          (A) a person;
             1572          (B) a federal governmental entity;
             1573          (C) a state governmental entity; or
             1574          (D) a local governmental entity.
             1575          (b) A person or governmental entity who complies with this Subsection (1) shall be
             1576      notified by the governmental entity to whom the request for a record is made if:
             1577          (i) a record claimed to be protected under one of the following is classified public:
             1578          (A) Subsection 63G-2-305 (1);
             1579          (B) Subsection 63G-2-305 (2);
             1580          (C) Subsection 63G-2-305 [(39)](40)(a)(ii);
             1581          (D) Subsection 63G-2-305 [(39)](40)(a)(vi); or
             1582          (E) a combination of the provisions described in Subsections (1)(b)(i)(A) through (D);
             1583      or
             1584          (ii) the governmental entity to whom the request for a record is made determines that
             1585      the record claimed to be protected under a provision listed in Subsection (1)(b)(i) should be
             1586      released after balancing interests under Subsection 63G-2-201 (5)(b) or 63G-2-401 (6).
             1587          (2) Except as provided by court order, the governmental entity to whom the request for
             1588      a record is made may not disclose a record claimed to be protected under a provision listed in
             1589      Subsection (1)(b)(i) but which the governmental entity or records committee determines should
             1590      be disclosed until the period in which to bring an appeal expires or the end of the appeals
             1591      process, including judicial appeal. This Subsection (2) does not apply where the claimant, after
             1592      notice, has waived the claim by not appealing or intervening before the records committee.
             1593          (3) Disclosure or acquisition of information under this chapter does not constitute
             1594      misappropriation under Subsection 13-24-2 (2).
             1595          Section 18. Section 63G-2-403 is amended to read:
             1596           63G-2-403. Appeals to the records committee.
             1597          (1) A petitioner, including an aggrieved person who did not participate in the appeal to


             1598      the governmental entity's chief administrative officer, may appeal to the records committee by
             1599      filing a notice of appeal with the executive secretary no later than:
             1600          (a) 30 days after the day on which the chief administrative officer of the governmental
             1601      entity grants or denies the record request in whole or in part, including a denial under
             1602      Subsection 63G-2-204 (8);
             1603          (b) 45 days after the day on which the original request for a record is made if:
             1604          (i) the circumstances described in Subsection 63G-2-401 (1)(b) occur; and
             1605          (ii) the chief administrative officer failed to make a determination under Section
             1606      63G-2-401 .
             1607          (2) The notice of appeal shall contain the following information:
             1608          (a) the petitioner's name, mailing address, and daytime telephone number;
             1609          (b) a copy of any denial of the record request; and
             1610          (c) the relief sought.
             1611          (3) The petitioner:
             1612          (a) shall, on the day on which the petitioner files an appeal to the records committee,
             1613      serve a copy of the appeal on the government entity, described in Subsection (1), to which the
             1614      appeal relates; and
             1615          (b) may file a short statement of facts, reasons, and legal authority in support of the
             1616      appeal.
             1617          (4) (a) Except as provided in Subsection (4)(b), no later than five business days after
             1618      receiving a notice of appeal, the executive secretary of the records committee shall:
             1619          (i) schedule a hearing for the records committee to discuss the appeal at the next
             1620      regularly scheduled committee meeting falling at least 14 days after the date the notice of
             1621      appeal is filed but no longer than 52 calendar days after the date the notice of appeal was filed
             1622      except that the records committee may schedule an expedited hearing upon application of the
             1623      petitioner and good cause shown;
             1624          (ii) send a copy of the notice of hearing to the petitioner; and
             1625          (iii) send a copy of the notice of appeal, supporting statement, and a notice of hearing


             1626      to:
             1627          (A) each member of the records committee;
             1628          (B) the records officer and the chief administrative officer of the governmental entity
             1629      from which the appeal originated;
             1630          (C) any person who made a business confidentiality claim under Section 63G-2-309 for
             1631      a record that is the subject of the appeal; and
             1632          (D) all persons who participated in the proceedings before the governmental entity's
             1633      chief administrative officer.
             1634          (b) (i) The executive secretary of the records committee may decline to schedule a
             1635      hearing if the record series that is the subject of the appeal has been found by the committee in
             1636      a previous hearing involving the same government entity to be appropriately classified as
             1637      private, controlled, or protected.
             1638          (ii) (A) If the executive secretary of the records committee declines to schedule a
             1639      hearing, the executive secretary of the records committee shall send a notice to the petitioner
             1640      indicating that the request for hearing has been denied and the reason for the denial.
             1641          (B) The committee shall make rules to implement this section as provided by Title
             1642      63G, Chapter 3, Utah Administrative Rulemaking Act.
             1643          (5) (a) A written statement of facts, reasons, and legal authority in support of the
             1644      governmental entity's position must be submitted to the executive secretary of the records
             1645      committee not later than five business days before the hearing.
             1646          (b) The governmental entity shall send a copy of the written statement to the petitioner
             1647      by first class mail, postage prepaid. The executive secretary shall forward a copy of the written
             1648      statement to each member of the records committee.
             1649          (6) (a) No later than 10 business days after the notice of appeal is sent by the executive
             1650      secretary, a person whose legal interests may be substantially affected by the proceeding may
             1651      file a request for intervention before the records committee.
             1652          (b) Any written statement of facts, reasons, and legal authority in support of the
             1653      intervener's position shall be filed with the request for intervention.


             1654          (c) The person seeking intervention shall provide copies of the statement described in
             1655      Subsection (6)(b) to all parties to the proceedings before the records committee.
             1656          (7) The records committee shall hold a hearing within the period of time described in
             1657      Subsection (4).
             1658          (8) At the hearing, the records committee shall allow the parties to testify, present
             1659      evidence, and comment on the issues. The records committee may allow other interested
             1660      persons to comment on the issues.
             1661          (9) (a) The records committee may review the disputed records. However, if the
             1662      committee is weighing the various interests under Subsection (11), the committee must review
             1663      the disputed records. The review shall be in camera.
             1664          (b) Members of the records committee may not disclose any information or record
             1665      reviewed by the committee in camera unless the disclosure is otherwise authorized by this
             1666      chapter.
             1667          (10) (a) Discovery is prohibited, but the records committee may issue subpoenas or
             1668      other orders to compel production of necessary evidence.
             1669          (b) When the subject of a records committee subpoena disobeys or fails to comply with
             1670      the subpoena, the records committee may file a motion for an order to compel obedience to the
             1671      subpoena with the district court.
             1672          (c) The records committee's review shall be de novo.
             1673          (11) (a) No later than seven business days after the hearing, the records committee shall
             1674      issue a signed order either granting the petition in whole or in part or upholding the
             1675      determination of the governmental entity in whole or in part.
             1676          (b) Except as provided in Section 63G-2-406 , the records committee may, upon
             1677      consideration and weighing of the various interests and public policies pertinent to the
             1678      classification and disclosure or nondisclosure, order the disclosure of information properly
             1679      classified as private, controlled, or protected if the public interest favoring access is greater
             1680      than or equal to the interest favoring restriction of access.
             1681          (c) In making a determination under Subsection (11)(b), the records committee shall


             1682      consider and, where appropriate, limit the requester's use and further disclosure of the record in
             1683      order to protect:
             1684          (i) privacy interests in the case of a private or controlled record;
             1685          (ii) business confidentiality interests in the case of a record protected under Subsection
             1686      63G-2-305 (1), (2), [(39)] (40)(a)(ii), or [(39)] (40)(a)(vi); and
             1687          (iii) privacy interests or the public interest in the case of other protected records.
             1688          (12) The order of the records committee shall include:
             1689          (a) a statement of reasons for the decision, including citations to this chapter, court rule
             1690      or order, another state statute, federal statute, or federal regulation that governs disclosure of
             1691      the record, provided that the citations do not disclose private, controlled, or protected
             1692      information;
             1693          (b) a description of the record or portions of the record to which access was ordered or
             1694      denied, provided that the description does not disclose private, controlled, or protected
             1695      information or information exempt from disclosure under Subsection 63G-2-201 (3)(b);
             1696          (c) a statement that any party to the proceeding before the records committee may
             1697      appeal the records committee's decision to district court; and
             1698          (d) a brief summary of the appeals process, the time limits for filing an appeal, and a
             1699      notice that in order to protect its rights on appeal, the party may wish to seek advice from an
             1700      attorney.
             1701          (13) If the records committee fails to issue a decision within 57 calendar days of the
             1702      filing of the notice of appeal, that failure shall be considered the equivalent of an order denying
             1703      the appeal. The petitioner shall notify the records committee in writing if the petitioner
             1704      considers the appeal denied.
             1705          (14) (a) Unless a notice of intent to appeal is filed under Subsection (14)(b), each party
             1706      to the proceeding shall comply with the order of the records committee.
             1707          (b) If a party disagrees with the order of the records committee, that party may file a
             1708      notice of intent to appeal the order of the records committee.
             1709          (c) If the records committee orders the governmental entity to produce a record and no


             1710      appeal is filed, or if, as a result of the appeal, the governmental entity is required to produce a
             1711      record, the governmental entity shall:
             1712          (i) produce the record; and
             1713          (ii) file a notice of compliance with the records committee.
             1714          (d) (i) If the governmental entity that is ordered to produce a record fails to file a notice
             1715      of compliance or a notice of intent to appeal, the records committee may do either or both of
             1716      the following:
             1717          (A) impose a civil penalty of up to $500 for each day of continuing noncompliance; or
             1718          (B) send written notice of the governmental entity's noncompliance to:
             1719          (I) the governor for executive branch entities;
             1720          (II) the Legislative Management Committee for legislative branch entities; and
             1721          (III) the Judicial Council for judicial branch agencies entities.
             1722          (ii) In imposing a civil penalty, the records committee shall consider the gravity and
             1723      circumstances of the violation, including whether the failure to comply was due to neglect or
             1724      was willful or intentional.
             1725          Section 19. Section 63G-2-406 is amended to read:
             1726           63G-2-406. Evidentiary standards for release of certain enforcement and
             1727      litigation records.
             1728          (1) A record that is classified as protected under Subsection 63G-2-305 [(9), (16), (17),
             1729      (22), (23), or (32)](10), (17), (18), (23), (24), or (33) may be ordered to be disclosed under the
             1730      provisions of Subsection 63G-2-401 (6), 63G-2-403 (11)(b), or 63G-2-404 (8)(a) only if the
             1731      person or party seeking disclosure of the record has established, by a preponderance of the
             1732      evidence, that the public interest favoring access is equal to or greater than the interest favoring
             1733      restriction of access.
             1734          (2) A record that is classified as protected under Subsection 63G-2-305 [(10)](11) may
             1735      be ordered to be disclosed under the provisions of Subsection 63G-2-401 (6),
             1736      63G-2-403 (11)(b), or 63G-2-404 (8) only if the person or party seeking disclosure of the record
             1737      has established, by clear and convincing evidence, that the public interest favoring access is


             1738      equal to or greater than the interest favoring restriction of access.
             1739          Section 20. Section 63G-6a-103 (Effective 05/01/13) is amended to read:
             1740           63G-6a-103 (Effective 05/01/13). Definitions.
             1741          As used in this chapter:
             1742          [(1) "Appeals board" means:]
             1743          [(a) the Procurement Appeals Board created under Subsection 63G-6a-1702 (1); or]
             1744          [(b) a board created under Subsection 63G-6a-1702 (5).]
             1745          [(2) "Applicable rulemaking authority" means:]
             1746          [(a) as it relates to the state legislative branch, the Legislative Management Committee,
             1747      except to the extent that the Legislature passes a rule that supercedes or conflicts with a rule
             1748      made by the Legislative Management Committee;]
             1749          [(b) as it relates to the state judicial branch, the Judicial Council;]
             1750          [(c) as it relates to a local public procurement unit, other than a local public
             1751      procurement unit described in Subsections (2)(d) through (h), the board; or]
             1752          [(d) as it relates to a municipality or county that adopts this chapter, the legislative
             1753      body of the municipality or county, not as a delegation of authority from the Legislature, but
             1754      under the municipality's or county's own legislative authority;]
             1755          [(e) as it relates to a school district or a public school, the Procurement Policy Board,
             1756      except to the extent that a school district makes its own non-administrative rules, with respect
             1757      to a particular subject, that do not conflict with the provisions of this chapter;]
             1758          [(f) as it relates to a state institution of higher education, the State Board of Regents;]
             1759          [(g) as it relates to a public transit district organized under Title 17B, Chapter 2a, Part
             1760      8, Public Transit District Act, the governing board of the public transit district;]
             1761          [(h) as it relates to a local district or a special service district, the board, except to the
             1762      extent that the local district or special service district enacts its own rules:]
             1763          [(i) with respect to a subject addressed by board rules; or]
             1764          [(ii) that are in addition to board rules;]
             1765          [(i) as it relates to the following entities, but only to the extent that the rules relate to


             1766      procurement authority expressly granted to the entity by statute:]
             1767          [(i) the State Building Board, created in Section 63A-5-101 ;]
             1768          [(ii) the Division of Facilities Construction and Management created in Section
             1769      63A-5-201 ;]
             1770          [(iii) the attorney general's office; or]
             1771          [(iv) the Department of Transportation, created in Section 72-1-201 ;]
             1772          [(j) as it relates to the state executive branch and all public procurement units other
             1773      than those described in Subsections (2)(a) through (h), the board; or]
             1774          [(k) as it relates to an entity described in Subsection (2)(i), except to the extent that the
             1775      rules relate to procurement authority expressly granted to the entity by statute, the board.]
             1776          [(3)] (1) "Architect-engineer services" means:
             1777          (a) professional services within the scope of the practice of architecture as defined in
             1778      Section 58-3a-102 ; or
             1779          (b) professional engineering as defined in Section 58-22-102 .
             1780          [(4)] (2) "Bidder" means a person who responds to an invitation for bids.
             1781          [(5) "Board" means the Utah State Procurement Policy Board, created in Section
             1782      63G-6a-202 .]
             1783          [(6) "Building board" means the State Building Board created in Section 63A-5-101 .]
             1784          [(7)] (3) "Change [order] directive" means[: (a)] a written order signed by the
             1785      procurement officer that directs the contractor to suspend work or make changes, as authorized
             1786      by contract, without the consent of the contractor[; or].
             1787          [(b)] (4) "Change order" means a written alteration in specifications, delivery point,
             1788      rate of delivery, period of performance, price, quantity, or other provisions of a contract, upon
             1789      mutual agreement of the parties to the contract.
             1790          [(8)] (5) "Chief procurement officer" means the chief procurement officer appointed
             1791      under Subsection 63G-6a-302 (1).
             1792          [(9)] (6) (a) "Construction" means the process of building, renovating, altering,
             1793      improving, or repairing a public building or public work.


             1794          (b) "Construction" does not include the routine operation, routine repair, or routine
             1795      maintenance of an existing structure, building, or real property.
             1796          [(10)] (7) (a) "Construction manager/general contractor" means a contractor who enters
             1797      into a contract for the management of a construction project when the contract allows the
             1798      contractor to subcontract for additional labor and materials that are not included in the
             1799      contractor's cost proposal submitted at the time of the procurement of the contractor's services.
             1800          (b) "Construction manager/general contractor" does not include a contractor whose
             1801      only subcontract work not included in the contractor's cost proposal submitted as part of the
             1802      procurement of the contractor's services is to meet subcontracted portions of change orders
             1803      approved within the scope of the project.
             1804          [(11)] (8) "Contract" means an agreement for the procurement or disposal of a
             1805      procurement item.
             1806          [(12)] (9) "Contractor" means a person who is awarded a contract with a [public]
             1807      procurement unit.
             1808          [(13)] (10) "Cooperative [purchasing] procurement" means procurement conducted by,
             1809      or on behalf of, more than one [public] procurement unit, or by a [public] procurement unit and
             1810      an external procurement unit.
             1811          (11) "Cost-plus-a-percentage-of-cost contract" means a contract where the contractor is
             1812      paid a percentage over and above the contractor's actual expenses or costs.
             1813          [(14)] (12) "Cost-reimbursement contract" means a contract under which a contractor
             1814      is reimbursed for costs which are allowed and allocated in accordance with the contract terms
             1815      and the provisions of this chapter, and a fee, if any.
             1816          [(15)] (13) "Days" means calendar days, unless expressly provided otherwise.
             1817          (14) "Definite quantity contract" means a fixed price contract that provides for the
             1818      supply of a specified amount of goods over a specified period, with deliveries scheduled
             1819      according to a specified schedule.
             1820          [(16)] (15) "Design-build" means the procurement of architect-engineer services and
             1821      construction by the use of a single contract with the design-build provider.


             1822          [(17)] (16) "Director" means the director of the division.
             1823          [(18) "Division" means the Division of Purchasing and General Services.]
             1824          [(19)] (17) "Established catalogue price" means the price included in a catalogue, price
             1825      list, schedule, or other form that:
             1826          (a) is regularly maintained by a manufacturer or contractor;
             1827          (b) is either published or otherwise available for inspection by customers; and
             1828          (c) states prices at which sales are currently or were last made to a significant number
             1829      of any category of buyers or buyers constituting the general buying public for the supplies or
             1830      services involved.
             1831          (18) "Fixed price contract" means a contract that provides a price, for each
             1832      procurement item obtained under the contract, that is not subject to adjustment except to the
             1833      extent that:
             1834          (a) the contract provides, under circumstances specified in the contract, for an
             1835      adjustment in price that is not based on cost to the contractor; or
             1836          (b) an adjustment is required by law.
             1837          (19) "Fixed price contract with price adjustment" means a fixed price contract that
             1838      provides for an upward or downward revision of price, precisely described in the contract, that:
             1839          (a) is based on the consumer price index or another commercially acceptable index,
             1840      source, or formula; and
             1841          (b) is not based on a percentage of the cost to the contractor.
             1842          (20) (a) "Grant" means furnishing, by a public entity or by any other public or private
             1843      source, financial or other assistance to a person to support a program authorized by law.
             1844          (b) "Grant" does not include:
             1845          (i) an award whose primary purpose is to procure an end product or procurement item;
             1846      or
             1847          (ii) a contract that is awarded as a result of a procurement or a procurement process.
             1848          (21) "Head of a [public] procurement unit" means:
             1849          (a) as it relates to [the state legislative branch] a legislative procurement unit, any


             1850      person designated by rule made by the applicable rulemaking authority;
             1851          (b) as it relates to [the state executive branch] an executive branch procurement unit:
             1852          (i) the director of a division; or
             1853          (ii) any other person designated by the board, by rule;
             1854          (c) as it relates to [the state judicial branch] a judicial procurement unit:
             1855          (i) the Judicial Council; or
             1856          (ii) any other person designated by the Judicial Council, by rule;
             1857          [(d) as it relates to a local public procurement unit, other than a local public
             1858      procurement unit described in Subsections (21)(e) through (i):]
             1859          [(i) the appointed or elected head of the local public procurement unit; or]
             1860          [(ii) any other person designated by the board, by rule;]
             1861          [(e)] (d) as it relates to a local [public] government procurement unit [that is a
             1862      municipality or a county]:
             1863          (i) the legislative body of the [municipality or county] local government procurement
             1864      unit; or
             1865          (ii) any other person designated by the [municipality or county] local government
             1866      procurement unit;
             1867          (e) as it relates to a local district, the board of trustees of the local district or a designee
             1868      of the board of trustees;
             1869          (f) as it relates to a special service district, the governing body of the special service
             1870      district or a designee of the governing body;
             1871          (g) as it relates to a local building authority, the board of directors of the local building
             1872      authority or a designee of the board of directors;
             1873          (h) as it relates to a conservation district, the board of supervisors of the conservation
             1874      district or a designee of the board of supervisors;
             1875          (i) as it relates to a public corporation, the board of directors of the public corporation
             1876      or a designee of the board of directors;
             1877          [(f)] (j) as it relates to a school district or any school or entity within a school district,


             1878      the board of the school district, or the board's designee;
             1879          [(g)] (k) as it relates to a charter school, the individual or body with executive authority
             1880      over the charter school, or the individual's or body's designee;
             1881          [(h)] (l) as it relates to an institution of higher education of the state, the president of
             1882      the institution of higher education, or the president's designee; or
             1883          [(i) as it relates to a local district or a special service district, the governing body of the
             1884      local district or special service district.]
             1885          [(22) "Head of an authorized purchasing entity" means:]
             1886          [(a) as it relates to the division, the chief procurement officer;]
             1887          [(b) to the extent that the entities have express statutory authority to engage in a
             1888      procurement without the involvement of the division:]
             1889          [(i) as it relates to the State Building Board, created in Section 63A-5-101 , the State
             1890      Building Board;]
             1891          [(ii) as it relates to the Division of Facilities Construction and Management created in
             1892      Section 63A-5-201 , the director of the Division of Facilities Construction and Management;]
             1893          [(iii) as it relates to the attorney general's office, the attorney general;]
             1894          [(iv) as it relates to the Department of Transportation, created in Section 72-1-201 , the
             1895      executive director of the Department of Transportation; or]
             1896          [(v) as it relates to a district court, a person designated by the Judicial Council, by
             1897      rule;]
             1898          [(c) as it relates to an institution of higher education of the state, the president of the
             1899      institution of higher education of the state;]
             1900          [(d) as it relates to a school district, the board of the school district;]
             1901          [(e) as it relates to a public school, including a local school board, the board of the
             1902      school district;]
             1903          [(f) as it relates to a charter school, a person designated by the charter school;]
             1904          [(g) as it relates to a non-executive state procurement unit, a person designated by the
             1905      applicable rulemaking authority; or]


             1906          [(h) as it relates to a local district or a special service district, the governing body of the
             1907      local district or special service district.]
             1908          (m) as it relates to a public transit district, the board of trustees or a designee of the
             1909      board of trustees.
             1910          (22) "Indefinite quantity contract" means a fixed price contract that:
             1911          (a) is for an indefinite amount of procurement items to be supplied as ordered by a
             1912      procurement unit; and
             1913          (b) (i) does not require a minimum purchase amount; or
             1914          (ii) provides a maximum purchase limit.
             1915          (23) "Independent procurement authority" means authority granted to a procurement
             1916      unit, under Subsection 63G-6a-108 (2), to engage in a procurement without oversight or control
             1917      of the division.
             1918          [(23)] (24) "Invitation for bids" includes all documents, including documents that are
             1919      attached or incorporated by reference, used for soliciting bids to provide a procurement item to
             1920      a [public] procurement unit.
             1921          (25) "Issuing procurement unit" means:
             1922          (a) the division, if the division issues the invitation for bids or the request for
             1923      proposals; or
             1924          (b) the procurement unit, with independent procurement authority, that issues the
             1925      invitation for bids or the request for proposals.
             1926          (26) "Labor hour contract" is a contract where:
             1927          (a) the supplies and materials are not provided by, or through, the contractor; and
             1928          (b) the contractor is paid a fixed rate that includes the cost of labor, overhead, and
             1929      profit for a specified number of labor hours or days.
             1930          [(24)] (27) "Multiple award contracts" means the award of a contract for an indefinite
             1931      quantity of a procurement item to more than one bidder or offeror.
             1932          [(25)] (28) "Multiyear contract" means a contract that extends beyond a one-year
             1933      period, including a contract that permits renewal of the contract, without competition, beyond


             1934      the first year of the contract.
             1935          [(26)] (29) "Municipality" means a city or a town.
             1936          [(27)] (30) "Offeror" means a person who responds to a request for proposals.
             1937          [(28)] (31) "Preferred bidder" means a bidder that is entitled to receive a reciprocal
             1938      preference under the requirements of this chapter.
             1939          [(29)] (32) (a) "Procure" or "procurement" means buying, purchasing, renting, leasing,
             1940      leasing with an option to purchase, or otherwise acquiring a procurement item.
             1941          (b) "Procure" or "procurement" includes all functions that pertain to the obtaining of a
             1942      procurement item, including:
             1943          (i) the description of requirements;
             1944          (ii) the selection process;
             1945          (iii) solicitation of sources;
             1946          (iv) the preparation for soliciting a procurement item;
             1947          (v) the award of a contract; and
             1948          (vi) all phases of contract administration.
             1949          [(30)] (33) "Procurement item" means a supply, a service, construction, or technology.
             1950          [(31) "Procurement officer" means:]
             1951          [(a) as it relates to the state legislative branch, the head of a public procurement unit in
             1952      the legislative branch;]
             1953          [(b) as it relates to the state judicial branch, the head of a public procurement unit in
             1954      the state judicial branch;]
             1955          [(c) as it relates to the state executive branch, the chief procurement officer;]
             1956          [(d) as it relates to a local public procurement unit other than a local public
             1957      procurement unit described in Subsection (31)(e) or (f), the chief procurement officer;]
             1958          [(e) as it relates to a municipality or county that adopts this chapter, the legislative
             1959      body of the municipality or county; or]
             1960          [(f) as it relates to a state purchasing unit, the head of the state purchasing unit, or a
             1961      designee of the head of the state purchasing unit.]


             1962          (34) "Procurement officer" means:
             1963          (a) as it relates to a procurement unit with independent procurement authority:
             1964          (i) the head of the procurement unit;
             1965          (ii) a designee of the head of the procurement unit; or
             1966          (iii) a person designated by rule made by the applicable rulemaking authority; or
             1967          (b) as it relates to the division or a procurement unit without independent procurement
             1968      authority, the chief procurement officer.
             1969          [(32)] (35) "Professional service" means a service that requires a high degree of
             1970      specialized knowledge and discretion in the performance of the service, including:
             1971          (a) legal services;
             1972          (b) consultation services;
             1973          (c) architectural services;
             1974          (d) engineering;
             1975          (e) design;
             1976          (f) underwriting;
             1977          (g) bond counsel;
             1978          (h) financial advice; [or]
             1979          (i) construction management[.];
             1980          [(33) "Protest officer" means:]
             1981          [(a) as it relates to a state purchasing unit, the head of the state purchasing unit or a
             1982      designee of the head of the state purchasing unit;]
             1983          [(b) as it relates to a local public procurement unit, the purchasing officer or the
             1984      governing body of the local public procurement unit, or a designee of either; or]
             1985          [(c) as it relates to a public procurement unit other than a public procurement unit
             1986      described in Subsection (1)(a) or (b), the chief procurement officer or the chief procurement
             1987      officer's designee.]
             1988          (j) medical services;
             1989          (k) psychiatric services; or


             1990          (l) counseling services.
             1991          (36) "Protest officer" means:
             1992          (a) as it relates to the division or a procurement unit with independent procurement
             1993      authority:
             1994          (i) the head of the procurement unit;
             1995          (ii) a designee of the head of the procurement unit; or
             1996          (iii) a person designated by rule made by the applicable rulemaking authority; or
             1997          (b) as it relates to a procurement unit without independent procurement authority, the
             1998      chief procurement officer or the chief procurement officer's designee.
             1999          [(34)] (37) "Request for information" means a nonbinding process where a [public]
             2000      procurement unit requests information relating to a procurement item.
             2001          [(35)] (38) "Request for proposals" includes all documents, including documents that
             2002      are attached or incorporated by reference, used for soliciting proposals to provide a
             2003      procurement item to a [public] procurement unit.
             2004          (39) "Requirements contract" means a contract:
             2005          (a) where a contractor agrees to provide a procurement unit's entire requirements for
             2006      certain procurement items at prices specified in the contract during the contract period; and
             2007          (b) that:
             2008          (i) does not require a minimum purchase amount; or
             2009          (ii) provides a maximum purchase limit.
             2010          [(36)] (40) "Responsible" means that a bidder or offeror:
             2011          (a) is capable, in all respects, to fully perform the contract requirements solicited in an
             2012      invitation for bids or a request for proposals; and
             2013          (b) has the integrity and reliability to ensure good faith performance.
             2014          [(37)] (41) "Responsive" means that a bidder or offeror submits a response to an
             2015      invitation for bids or a request for proposals that conforms in all material respects to the
             2016      invitation for bids or request for proposals.
             2017          [(38)] (42) "Sealed" means manually or electronically sealed and submitted bids or


             2018      proposals.
             2019          [(39)] (43) (a) "Services" means the furnishing of labor, time, or effort by a contractor,
             2020      not involving the delivery of a specific end product other than a report that is incidental to the
             2021      required performance.
             2022          (b) "Services" does not include an employment agreement or a collective bargaining
             2023      agreement.
             2024          [(40)] (44) "Specification" means any description of the physical or functional
             2025      characteristics, or nature of a procurement item included in an invitation for bids or a request
             2026      for proposals, or otherwise specified or agreed to by a [public] procurement unit, including a
             2027      description of:
             2028          (a) a requirement for inspecting or testing a procurement item; or
             2029          (b) preparing a procurement item for delivery.
             2030          [(41)] (45) "Standard procurement process" means one of the following methods of
             2031      obtaining a procurement item:
             2032          (a) bidding, as described in Part 6, Bidding;
             2033          (b) request for proposals, as described in Part 7, Request for Proposals; or
             2034          (c) small purchases, in accordance with the requirements established under Section
             2035      63G-6a-408 .
             2036          (46) "State cooperative contract" means a contract awarded by the division.
             2037          [(42)] (47) (a) "Subcontractor" means a person under contract with a contractor or
             2038      another subcontractor to provide services or labor for design or construction.
             2039          (b) "Subcontractor" includes a trade contractor or specialty contractor.
             2040          (c) "Subcontractor" does not include a supplier who provides only materials,
             2041      equipment, or supplies to a contractor or subcontractor.
             2042          [(43)] (48) "Supplies" means all property, including equipment, materials, and printing.
             2043          [(44)] (49) "Tie bid" means that the lowest responsive and responsible bids are
             2044      identical in price.
             2045          (50) "Time and materials contract" means a contract where the contractor is paid:


             2046          (a) the actual cost of direct labor at specified hourly rates;
             2047          (b) the actual cost of materials and equipment usage; and
             2048          (c) an additional amount, expressly described in the contract, to cover overhead and
             2049      profit, that is not based on a percentage of the cost to the contractor.
             2050          Section 21. Section 63G-6a-104 (Effective 05/01/13) is repealed and reenacted to
             2051      read:
             2052          63G-6a-104 (Effective 05/01/13). Definitions of government entities.
             2053          As used in this chapter:
             2054          (1) "Applicable rulemaking authority" means:
             2055          (a) as it relates to a legislative procurement unit, the Legislative Management
             2056      Committee, which shall adopt a policy establishing requirements applicable to a legislative
             2057      procurement unit;
             2058          (b) as it relates to a judicial procurement unit, the Judicial Council;
             2059          (c) as it relates to an executive branch procurement unit, except to the extent provided
             2060      in Subsections (1)(d) through (g), the board;
             2061          (d) as it relates to the State Building Board, created in Section 63A-5-101 , the State
             2062      Building Board, but only to the extent that the rules relate to procurement authority expressly
             2063      granted to the State Building Board by statute;
             2064          (e) as it relates to the Division of Facilities Construction and Management, created in
             2065      Section 63A-5-201 , the director of the Division of Facilities Construction and Management,
             2066      but only to the extent that the rules relate to procurement authority expressly granted to the
             2067      Division of Facilities Construction and Management by statute;
             2068          (f) as it relates to the Office of the Attorney General, the attorney general, but only to
             2069      the extent that the rules relate to procurement authority expressly granted to the attorney
             2070      general by statute;
             2071          (g) as it relates to the Department of Transportation, created in Section 72-1-201 , the
             2072      executive director of the Department of Transportation, but only to the extent that the rules
             2073      relate to procurement authority expressly granted to the Department of Transportation by


             2074      statute;
             2075          (h) as it relates to a local government procurement unit, the legislative body of the local
             2076      government procurement unit, not as a delegation of authority from the Legislature, but under
             2077      the local government procurement unit's own legislative authority;
             2078          (i) as it relates to a school district or a public school, the Utah State Procurement Policy
             2079      Board, except to the extent that a school district makes its own nonadministrative rules, with
             2080      respect to a particular subject, that do not conflict with the provisions of this chapter;
             2081          (j) as it relates to a state institution of higher education, the State Board of Regents;
             2082          (k) as it relates to a public transit district, the chief executive of the public transit
             2083      district;
             2084          (l) as it relates to a local district or a special service district:
             2085          (i) before May 13, 2014, the board of trustees of the local district or the governing body
             2086      of the special service district; or
             2087          (ii) on or after May 13, 2014, the board, except to the extent that the board of trustees
             2088      of the local district or the governing body of the special service district makes its own rules:
             2089          (A) with respect to a subject addressed by board rules; or
             2090          (B) that are in addition to board rules; or
             2091          (m) as it relates to a procurement unit, other than a procurement unit described in
             2092      Subsections (1)(a) through (l), the board.
             2093          (2) "Board" means the Utah State Procurement Policy Board, created in Section
             2094      63G-6a-202 .
             2095          (3) "Building board" means the State Building Board created in Section 63A-5-101 .
             2096          (4) "Conservation district" is as defined in Section 17D-3-102 .
             2097          (5) "Division" means the Division of Purchasing and General Services.
             2098          (6) "Educational procurement unit" means:
             2099          (a) a school district;
             2100          (b) a public school, including a local school board or a charter school;
             2101          (c) Utah Schools for the Deaf and Blind;


             2102          (d) the Utah Education Network; or
             2103          (e) an institution of higher education of the state.
             2104          (7) "Executive branch procurement unit" means each department, division, office,
             2105      bureau, agency, or other organization within the state executive branch, including the division
             2106      and the attorney general's office.
             2107          (8) "External procurement unit" means:
             2108          (a) a buying organization not located in this state which, if located in this state, would
             2109      qualify as a procurement unit; or
             2110          (b) an agency of the United States.
             2111          (9) "Judicial procurement unit" means:
             2112          (a) the Utah Supreme Court;
             2113          (b) the Utah Court of Appeals;
             2114          (c) the Judicial Council;
             2115          (d) a state judicial district; or
             2116          (e) each office, committee, subcommittee, or other organization within the state
             2117      judicial branch.
             2118          (10) "Legislative procurement unit" means:
             2119          (a) the Legislature;
             2120          (b) the Senate;
             2121          (c) the House of Representatives;
             2122          (d) a staff office of an entity described in Subsection (10)(a), (b), or (c); or
             2123          (e) each office, committee, subcommittee, or other organization within the state
             2124      legislative branch.
             2125          (11) "Local building authority" is as defined in Section 17D-2-102 .
             2126          (12) "Local district" is as defined in Section 17B-1-102 .
             2127          (13) "Local government procurement unit" means:
             2128          (a) a county or municipality, and each office or agency of the county or municipality,
             2129      unless the county or municipality adopts its own procurement code by ordinance;


             2130          (b) a county or municipality, and each office or agency of the county or municipality,
             2131      that has adopted this entire chapter by ordinance; or
             2132          (c) a county or municipality, and each office or agency of the county or municipality,
             2133      that has adopted a portion of this chapter by ordinance, to the extent that the term is used in the
             2134      adopted portion of this chapter.
             2135          (14) (a) "Procurement unit" means:
             2136          (i) a legislative procurement unit;
             2137          (ii) an executive branch procurement unit;
             2138          (iii) a judicial procurement unit;
             2139          (iv) an educational procurement unit;
             2140          (v) a local government procurement unit;
             2141          (vi) a local district;
             2142          (vii) a special service district;
             2143          (viii) a local building authority;
             2144          (ix) a conservation district;
             2145          (x) a public corporation; or
             2146          (xi) a public transit district.
             2147          (b) "Procurement unit" does not include a political subdivision created under Title 11,
             2148      Chapter 13, Interlocal Cooperation Act.
             2149          (15) "Public corporation" is as defined in Section 63E-1-102 .
             2150          (16) "Public entity" means any state government entity or a political subdivision of the
             2151      state, including:
             2152          (a) a procurement unit;
             2153          (b) a municipality or county, regardless of whether the municipality or county has
             2154      adopted this chapter or any part of this chapter; and
             2155          (c) any other government entity located in Utah that expends public funds.
             2156          (17) "Public transit district" means a public transit district organized under Title 17B,
             2157      Chapter 2a, Part 8, Public Transit District Act.


             2158          (18) "Special service district" is as defined in Section 17D-1-102 .
             2159          Section 22. Section 63G-6a-105 (Effective 05/01/13) is amended to read:
             2160           63G-6a-105 (Effective 05/01/13). Application of chapter.
             2161          (1) The provisions of this chapter that are enacted on [July 1, 2012] May 1, 2013, apply
             2162      only to a procurement advertised, or begun on or after [July 1, 2012] May 1, 2013, unless the
             2163      parties agree to have the provisions apply with respect to a procurement that was advertised or
             2164      begun before [July 1, 2012] May 1, 2013, but is not completed before [July 1, 2012] May 1,
             2165      2013.
             2166          (2) (a) Except as provided in Section 63G-6a-107 , this chapter shall apply to every
             2167      expenditure of public funds irrespective of the source of the funds, including federal assistance,
             2168      by any [public] procurement unit, under any contract.
             2169          (b) The provisions of this chapter do not apply to a public entity that is not a [public]
             2170      procurement unit.
             2171          (3) Except as provided in Subsection 17B-1-108 (3) relating to local districts, [each
             2172      local public procurement unit] the following procurement units shall adopt ordinances or
             2173      resolutions relating to the procurement of architect-engineer services not inconsistent with the
             2174      provisions of Part 15, Architect-Engineer Services[.]:
             2175          (a) an educational procurement unit;
             2176          (b) a conservation district;
             2177          (c) a local building authority;
             2178          (d) a local district;
             2179          (e) a public corporation; or
             2180          (f) a special service district.
             2181          (4) Any section of this chapter, or its implementing regulations, may be adopted by
             2182      [any local government unit.]:
             2183          (a) a county;
             2184          (b) a municipality; or
             2185          (c) the Utah Housing Corporation.


             2186          (5) Rules adopted under this chapter shall be consistent with the provisions of this
             2187      chapter.
             2188          (6) [A state purchasing unit] An applicable rulemaking authority or a [public]
             2189      procurement unit may not adopt rules, policies, or regulations that are inconsistent with this
             2190      chapter.
             2191          (7) Unless otherwise provided by statute, this chapter does not apply to procurement of
             2192      real property.
             2193          Section 23. Section 63G-6a-106 (Effective 05/01/13) is amended to read:
             2194           63G-6a-106 (Effective 05/01/13). Specific statutory authority -- Limitations on
             2195      authority of chief procurement officer and division.
             2196          (1) The procurement authority given to a [public] procurement unit under the following
             2197      provisions shall be retained, and shall be applied only to the extent described in those
             2198      provisions:
             2199          (a) Title 53B, State System of Higher Education;
             2200          (b) Title 63A, Chapter 5, State Building Board - Division of Facilities Construction
             2201      and Management;
             2202          (c) Title 67, Chapter 5, Attorney General;
             2203          (d) Title 72, Transportation Code; and
             2204          (e) Title 78A, Chapter 5, District Courts.
             2205          (2) Except as otherwise provided in Sections 63G-6a-105 and 63G-6a-107 , a [public]
             2206      procurement unit shall conduct a procurement in accordance with this chapter.
             2207          (3) (a) The Department of Transportation may make rules governing the procurement
             2208      of highway construction or improvement.
             2209          (b) The applicable rulemaking authority for a public transit district may make rules
             2210      governing the procurement of a transit construction project or a transit improvement project.
             2211          [(b)] (c) This Subsection (3) supersedes Subsections (1) and (2).
             2212          (4) Except to the extent otherwise agreed to in a memorandum of understanding
             2213      between the division and the following entities, the authority of the chief procurement officer


             2214      and of the division does not extend to[:] a procurement unit with independent procurement
             2215      authority.
             2216          [(a) a non-executive state procurement unit;]
             2217          [(b) a local government unit; or]
             2218          [(c) a state purchasing unit, other than the division.]
             2219          (5) An entity described in Subsection (4) [or a state purchasing unit, other than the
             2220      division,] may, without supervision, interference, or involvement by the chief procurement
             2221      officer or the division, but consistent with the requirements of this chapter:
             2222          (a) engage in a standard procurement process;
             2223          (b) procure an item under an exception, as provided in this chapter, to the requirement
             2224      to use a standard procurement process; or
             2225          (c) otherwise engage in an act authorized or required by this chapter.
             2226          (6) The attorney general may, in accordance with the provisions of this chapter, but
             2227      without involvement by the division or the chief procurement officer:
             2228          (a) retain outside counsel; or
             2229          (b) procure litigation support services, including retaining an expert witness.
             2230          (7) [A public procurement unit, or a state purchasing unit,] An entity described in
             2231      Subsection (4) that is not represented by the attorney general's office may, in accordance with
             2232      the provisions of this chapter, but without involvement by the division or the chief procurement
             2233      officer:
             2234          (a) retain outside counsel; or
             2235          (b) procure litigation support services, including retaining an expert witness.
             2236          (8) The state auditor's office may, in accordance with the provisions of this chapter, but
             2237      without involvement by the division or the chief procurement officer, procure audit services.
             2238          (9) The state treasurer may, in accordance with the provisions of this chapter, but
             2239      without involvement by the division or the chief procurement officer, procure:
             2240          (a) deposit and investment services; and
             2241          (b) services related to issuing bonds.


             2242          Section 24. Section 63G-6a-107 (Effective 05/01/13) is amended to read:
             2243           63G-6a-107 (Effective 05/01/13). Exemptions from chapter -- Compliance with
             2244      federal law.
             2245          (1) Except for Part 23, Unlawful Conduct and Penalties, the provisions of this chapter
             2246      are not applicable to:
             2247          (a) funds administered under the Percent-for-Art Program of the Utah Percent-for-Art
             2248      Act;
             2249          (b) grants awarded by the state or contracts between the state and [a local public
             2250      procurement unit, except as provided in Part 21, Intergovernmental Relations; or] any of the
             2251      following:
             2252          (i) an educational procurement unit;
             2253          (ii) a conservation district;
             2254          (iii) a local building authority;
             2255          (iv) a local district;
             2256          (v) a public corporation;
             2257          (vi) a special service district;
             2258          (vii) a public transit district; or
             2259          (viii) two or more of the entities described in Subsections (1)(b)(i) through (vii), acting
             2260      under legislation that authorizes intergovernmental cooperation;
             2261          (c) medical supplies or medical equipment, including service agreements for medical
             2262      equipment, obtained through a purchasing consortium by the Utah State Hospital, the Utah
             2263      State Developmental Center, the University of Utah Hospital, or any other hospital owned by
             2264      the state or a political subdivision of the state, if:
             2265          (i) the consortium uses a competitive procurement process; and
             2266          (ii) the chief administrative officer of the hospital makes a written finding that the
             2267      prices for purchasing medical supplies and medical equipment through the consortium are
             2268      competitive with market prices;
             2269          (d) goods purchased for resale; or


             2270          [(c)] (e) any action taken by a majority of both houses of the Legislature.
             2271          (2) (a) Notwithstanding Subsection (1), the provisions of Part 23, Unlawful Conduct
             2272      and Penalties, are not applicable to an entity described in Subsection (1)(b)(ii), (iii), (iv), (vi),
             2273      (vii), or (viii).
             2274          [(2)] (b) This chapter does not prevent [the state or a local public] a procurement unit
             2275      from complying with the terms and conditions of any grant, gift, or bequest that is otherwise
             2276      consistent with law.
             2277          (3) Notwithstanding any conflicting provision of this chapter, when a procurement
             2278      involves the expenditure of federal assistance, federal contract funds, local matching funds, or
             2279      federal financial participation funds, the [public] procurement unit [or state purchasing unit]
             2280      shall comply with mandatory applicable federal law and regulations not reflected in this
             2281      chapter.
             2282          (4) This chapter does not supersede the requirements for retention or withholding of
             2283      construction proceeds and release of construction proceeds as provided in Section 13-8-5 .
             2284          Section 25. Section 63G-6a-108 (Effective 05/01/13) is amended to read:
             2285           63G-6a-108 (Effective 05/01/13). Procurements under direction and control of
             2286      division -- Exception for procurement unit with independent procurement authority.
             2287          (1) Except as provided in Subsection (2), a [public] procurement unit may not engage
             2288      in a procurement unless:
             2289          (a) the procurement is made under the direction and control of the division; or
             2290          (b) the division, pursuant to rules made by the board, permits the [public] procurement
             2291      unit to make the procurement on its own.
             2292          [(2) Subsection (1) does not apply to a public procurement unit that is:]
             2293          [(a) a non-executive state procurement unit;]
             2294          [(b) a local government unit; or]
             2295          [(c) a state purchasing unit, other than the division.]
             2296          (2) Subsection (1) does not apply to the following procurement units, all of which have
             2297      independent procurement authority:


             2298          (a) a legislative procurement unit;
             2299          (b) a judicial procurement unit;
             2300          (c) an educational procurement unit;
             2301          (d) a local government procurement unit;
             2302          (e) a conservation district;
             2303          (f) a local building authority;
             2304          (g) a local district;
             2305          (h) a public corporation;
             2306          (i) a special service district;
             2307          (j) the Utah Housing Corporation; or
             2308          (k) a public transit district.
             2309          (3) A procurement unit with independent procurement authority is not exempt from
             2310      complying with the requirements of this chapter.
             2311          Section 26. Section 63G-6a-201 (Effective 05/01/13) is amended to read:
             2312     
Part 2. Utah State Procurement Policy Board

             2313           63G-6a-201 (Effective 05/01/13). Title.
             2314          This part is known as "Utah State Procurement Policy Board."
             2315          Section 27. Section 63G-6a-203 (Effective 05/01/13) is amended to read:
             2316           63G-6a-203 (Effective 05/01/13). Powers and duties of board.
             2317          (1) In addition to making rules in accordance with Section 63G-6a-402 and the other
             2318      provisions of this chapter, the board shall consider and decide matters of policy within the
             2319      provisions of this chapter, including those referred to it by the chief procurement officer.
             2320          (2) (a) The board may:
             2321          (i) audit and monitor the implementation of its rules and the requirements of this
             2322      chapter;
             2323          (ii) upon the request of [a local public procurement unit, review that local public
             2324      procurement unit's] a procurement unit with an applicable rulemaking authority other than the
             2325      board, review the procurement unit's proposed rules to ensure that they are not inconsistent


             2326      with the provisions of this chapter or rules made by the board; and
             2327          (iii) approve the use of innovative procurement processes.
             2328          (b) Except as provided in Section 63G-6a-1702 , the board may not exercise authority
             2329      over the award or administration of:
             2330          (i) any particular contract; or
             2331          (ii) any dispute, claim, or litigation pertaining to any particular contract.
             2332          [(3) The board does not have authority over a matter involving:]
             2333          [(a) a non-executive state procurement unit;]
             2334          [(b) a local government unit; or]
             2335          [(c) except as otherwise expressly provided in this chapter, a local public procurement
             2336      unit.]
             2337          (3) Except as otherwise expressly provided in this chapter, the board does not have
             2338      authority over a matter involving a procurement unit with independent procurement authority.
             2339          Section 28. Section 63G-6a-204 (Effective 05/01/13) is amended to read:
             2340           63G-6a-204 (Effective 05/01/13). Applicability of rules and regulations of Utah
             2341      State Procurement Policy Board and State Building Board -- Report to interim
             2342      committee.
             2343          (1) Except as provided in Subsection (2), rules made by the board under this chapter
             2344      shall govern all [public] procurement units for which the board is the applicable rulemaking
             2345      authority.
             2346          (2) The building board rules governing procurement of construction, architect-engineer
             2347      services, and leases apply to the procurement of construction, architect-engineer services, and
             2348      leases of real property by the Division of Facilities Construction and Management.
             2349          (3) An applicable rulemaking authority may make its own rules, consistent with this
             2350      chapter, governing procurement by a person over which the applicable rulemaking authority
             2351      has rulemaking authority.
             2352          (4) The board shall make a report on or before July 1 of each year to a legislative
             2353      interim committee, designated by the Legislative Management Committee created under


             2354      Section 36-12-6 , on the establishment, implementation, and enforcement of the rules made
             2355      under Section 63G-6a-203 .
             2356          (5) Notwithstanding Subsection 63G-3-301 (13)(b), an applicable rulemaking authority
             2357      is, on or before May 13, 2014, required to initiate rulemaking proceedings for rules required to
             2358      be made under this chapter.
             2359          Section 29. Section 63G-6a-302 (Effective 05/01/13) is amended to read:
             2360           63G-6a-302 (Effective 05/01/13). Chief procurement officer -- Appointment --
             2361      Qualifications -- Authority.
             2362          (1) The executive director of the Department of Administrative Services, with the
             2363      consent of the governor, shall appoint the chief procurement officer after considering
             2364      recommendations from the board.
             2365          (2) The chief procurement officer shall:
             2366          (a) have a minimum of eight years' experience in the large-scale procurement of
             2367      supplies and services or services and construction, at least five years of which shall have been
             2368      in public or comparable private procurement within 12 years preceding the date of
             2369      appointment; and
             2370          (b) be a person with demonstrated executive and organizational ability.
             2371          (3) The chief procurement officer appointed under Subsection (1) is also the director of
             2372      the Division of Purchasing and General Services.
             2373          [(4) Except as otherwise expressly provided in this chapter, the chief procurement
             2374      officer has authority over procurements by a public procurement unit, other than:]
             2375          [(a) a non-executive procurement unit;]
             2376          [(b) a local government unit; or]
             2377          [(c) a state purchasing unit, other than the division.]
             2378          (4) The chief procurement officer has authority over a procurement by a procurement
             2379      unit, except:
             2380          (a) a procurement unit with independent procurement authority; or
             2381          (b) as otherwise expressly provided in this chapter.


             2382          Section 30. Section 63G-6a-303 (Effective 05/01/13) is amended to read:
             2383           63G-6a-303 (Effective 05/01/13). Duties of chief procurement officer.
             2384          Except as otherwise specifically provided in this chapter, the chief procurement officer
             2385      serves as the central procurement officer of the state and shall:
             2386          (1) adopt office policies governing the internal functions of the division;
             2387          (2) procure or supervise each procurement over which the chief procurement officer
             2388      has authority;
             2389          (3) establish and maintain programs for the inspection, testing, and acceptance of each
             2390      procurement item over which the chief procurement officer has authority;
             2391          (4) prepare statistical data concerning each procurement and procurement usage of a
             2392      state procurement unit;
             2393          (5) ensure that:
             2394          (a) before approving a procurement not covered by an existing statewide contract for
             2395      information technology or telecommunications supplies or services, the chief information
             2396      officer and the agency have stated in writing to the division that the needs analysis required in
             2397      Section 63F-1-205 was completed, unless the procurement is approved in accordance with
             2398      Title 63M, Chapter 1, Part 26, Government Procurement Private Proposal Program; and
             2399          (b) the oversight authority required by Subsection(5)(a) is not delegated outside the
             2400      division; and
             2401          (6) provide training to [public] procurement units and to persons who do business with
             2402      [public] procurement units.
             2403          Section 31. Section 63G-6a-305 (Effective 05/01/13) is amended to read:
             2404           63G-6a-305 (Effective 05/01/13). Duty of chief procurement officer in
             2405      maintaining specifications.
             2406          (1) The chief procurement officer may prepare, issue, revise, maintain, and monitor the
             2407      use of specifications for each procurement over which the chief procurement officer has
             2408      authority.
             2409          (2) The chief procurement officer shall obtain expert advice and assistance from


             2410      personnel of [public] procurement units in the development of specifications and may delegate
             2411      in writing to a [public] procurement unit the authority to prepare and utilize its own
             2412      specifications.
             2413          (3) For a procurement under Title 63M, Chapter 1, Part 26, Government Procurement
             2414      Private Proposal Program, any delegation by the chief procurement officer under this section
             2415      shall be made to the Governor's Office of Economic Development.
             2416          Section 32. Section 63G-6a-402 (Effective 05/01/13) is amended to read:
             2417           63G-6a-402 (Effective 05/01/13). Procurement unit required to comply with Utah
             2418      Procurement Code and applicable rules -- Rulemaking authority -- Reporting.
             2419          (1) Except as otherwise provided in Section 63G-6a-107 , Section 63G-6a-403 , Part 8,
             2420      Exceptions to Procurement Requirements, or elsewhere in this chapter, a [public] procurement
             2421      unit may not obtain a procurement item, unless:
             2422          (a) if the [public] procurement unit is [an authorized purchasing entity] the division or
             2423      a procurement unit with independent procurement authority, the [public] procurement unit:
             2424          (i) uses a standard procurement process or an exception to a standard procurement
             2425      process, described in Part 8, Exceptions to Procurement Requirements; and
             2426          (ii) complies with:
             2427          (A) the requirements of this chapter; and
             2428          (B) the rules made pursuant to this chapter by the applicable rulemaking authority;
             2429          (b) [except as provided in Subsection (2)(a), if] If the [public] procurement unit is a
             2430      [local government unit] county, a municipality, or the Utah Housing Corporation, the [public]
             2431      procurement unit complies with:
             2432          (i) the requirements of this chapter that are adopted by the [local government unit]
             2433      procurement unit; and
             2434          (ii) all other procurement requirements that the [local government unit] procurement
             2435      unit is required to comply with; or
             2436          (c) if the [public] procurement unit is not a [public] procurement unit described in
             2437      Subsections (1)(a) or (b), the [public] procurement unit:


             2438          (i) obtains the procurement item under the direction and approval of the division,
             2439      unless otherwise provided by a rule made by the board;
             2440          (ii) uses a standard procurement process; and
             2441          (iii) complies with:
             2442          (A) the requirements of this chapter; and
             2443          (B) the rules made pursuant to this chapter by the applicable rulemaking authority.
             2444          [(2) (a) Subsection (1)(b) does not apply to a political subdivision created by counties
             2445      or municipalities under Title 11, Chapter 13, Interlocal Cooperation Act, if the political
             2446      subdivision does not receive or expend tax revenue.]
             2447          [(b)] (2) Subject to Subsection (3), the applicable rulemaking authority shall make
             2448      rules relating to the management and control of procurements and procurement procedures by a
             2449      [public] procurement unit.
             2450          (3) (a) Rules made under Subsection (2) shall ensure compliance with the federal
             2451      contract prohibition provisions of the Sudan Accountability and Divestment Act of 2007 (Pub.
             2452      L. No. 110-174) that prohibit contracting with a person doing business in Sudan.
             2453          (b) The State Building Board rules governing procurement of construction,
             2454      architect-engineer services, and leases apply to the procurement of construction,
             2455      architect-engineer services, and leases of real property by the Division of Facilities
             2456      Construction and Management.
             2457          (4) An applicable rulemaking authority that is subject to Title 63G, Chapter 3, Utah
             2458      Administrative Rulemaking Act, shall make the rules described in this chapter in accordance
             2459      with the provisions of Title 63G, Chapter 3, Utah Administrative Rulemaking Act.
             2460          (5) The State Building Board shall make a report on or before July 1 of each year to a
             2461      legislative interim committee, designated by the Legislative Management Committee created
             2462      under Section 36-12-6 , on the establishment, implementation, and enforcement of the rules
             2463      made by the State Building Board under this chapter.
             2464          Section 33. Section 63G-6a-403 (Effective 05/01/13) is amended to read:
             2465           63G-6a-403 (Effective 05/01/13). Prequalification of potential vendors.


             2466          (1) (a) As used in this section, "vendor" means:
             2467          (i) a bidder;
             2468          (ii) an offeror; or
             2469          (iii) a contractor, including an architect or an engineer.
             2470          [(1)] (b) A [public] procurement unit may, in accordance with this section:
             2471          [(a)] (i) prequalify potential [bidders or offerors] vendors to provide any type of
             2472      procurement item specified by the [public] procurement unit; and
             2473          [(b)] (ii) limit participation in an invitation for bids [or], a request for proposals, or an
             2474      approved vendor list to the prequalified potential [bidders or offerors] vendors for the specified
             2475      type of procurement item.
             2476          (2) To prequalify potential [bidders or offerors] vendors to provide a specified type of
             2477      procurement item, a [public] procurement unit shall issue a request for qualifications.
             2478          (3) A [public] procurement unit that issues a request for qualifications shall:
             2479          (a) publish the request for qualifications in accordance with the requirements of
             2480      Section 63G-6a-402 ;
             2481          (b) state in the request for qualifications:
             2482          (i) the type of procurement item to which the request for qualifications relates;
             2483          (ii) the scope of work to be performed;
             2484          (iii) the instructions and the deadline for providing information in response to the
             2485      request for qualifications;
             2486          (iv) the minimum criteria for prequalification;
             2487          (v) the period of time during which the list of prequalified potential [bidders or
             2488      offerors] vendors will remain in effect, which may not be longer than 18 months after the list of
             2489      prequalified potential [bidders or offerors] vendors is made available to the public under
             2490      Subsection (8)(b); and
             2491          (vi) that a [public] procurement unit may limit participation in an invitation for bids or
             2492      a request for proposals, during the time period described in Subsection (3)(b)(v), to the
             2493      potential [bidders or offerors] vendors that are prequalified to provide the specified type of


             2494      procurement item.
             2495          (4) The minimum criteria described in Subsection (3)(b)(iv):
             2496          (a) shall include the prequalification requirements unique to the procurement;
             2497          (b) may include performance rating criteria; and
             2498          (c) may not be so restrictive that the criteria unreasonably limit competition.
             2499          (5) A [public] procurement unit may, before making a final list of prequalified [bidders
             2500      or offerors] vendors, request additional information to clarify responses made to the request for
             2501      [prequalifications] qualifications.
             2502          (6) A potential [bidder or offeror] vendor shall be included on the list of prequalified
             2503      potential [bidders or offerors] vendors if the [bidder or offeror] vendor:
             2504          (a) submits a timely, responsive response to the request for [prequalifications]
             2505      qualifications; and
             2506          (b) meets the minimum criteria for qualification described in Subsection (3)(b)(iv).
             2507          (7) If a request for qualifications will result in only one [potential bidder or offeror]
             2508      vendor being placed on the list of prequalified potential [bidders or offerors] vendors:
             2509          (a) the [public] procurement unit shall cancel the request for qualifications; and
             2510          (b) the list may not be used by the [public] procurement unit.
             2511          (8) The [public] procurement unit shall:
             2512          (a) before making the list of prequalified potential [bidders or offerors] vendors
             2513      available to the public, provide each potential [bidder or offeror] vendor who provided
             2514      information in response to the request, but who did not meet the minimum qualifications for
             2515      placement on the list, a written justification statement describing why the potential [bidder or
             2516      offeror] vendor did not meet the criteria for inclusion on the list; and
             2517          (b) within 30 days after the day of the deadline described in Subsection (3)(b)(iii),
             2518      make the list of prequalified potential [bidders or offerors] vendors available to the public.
             2519          Section 34. Section 63G-6a-404 (Effective 05/01/13) is amended to read:
             2520           63G-6a-404 (Effective 05/01/13). Approved vendor list.
             2521          [(1) An authorized purchasing entity]


             2522          (1) (a) As used in this section, "vendor" is as defined in Subsection 63G-6a-403 (1)(a).
             2523          (b) The process described in this section may not be used for construction projects that
             2524      cost more than an amount specified by the applicable rulemaking authority.
             2525          (c) The division or a procurement unit with independent procurement authority may
             2526      compile a list of approved [contractors] vendors from which procurement items may be
             2527      obtained.
             2528          (2) An approved [contractor] vendor list may only be compiled from:
             2529          (a) timely, responsive [bids or] responses received [in response to: (i) an invitation for
             2530      bids; or (ii) a request for proposals; or (b) timely, responsive responses to: (i) the
             2531      prequalification process described in] under Section 63G-6a-403 [;] or [(ii)] the process
             2532      described in Part 15, Architect-Engineer Services.
             2533          (3) In order to ensure equal treatment of [all contractors on a contractor list, an
             2534      authorized purchasing entity] vendors on an approved vendor list, for services other than the
             2535      services described in Subsection (4) or (5) the procurement unit shall use one of the following
             2536      methods in an unbiased manner:
             2537          (a) a rotation system, organized alphabetically, numerically, or randomly;
             2538          (b) assigning [contractors] vendors to a specified geographical area; or
             2539          (c) classifying each [contractor] vendor based on each [contractor's] vendor's particular
             2540      expertise, qualifications, or field.
             2541          (4) (a) For a construction project that costs less than the amount established by the
             2542      applicable rulemaking authority, under Subsection (1)(b), a procurement unit shall select a
             2543      potential construction contractor from an approved potential contractor list, using an invitation
             2544      for bids or a request for proposals.
             2545          (b) For architectural or engineering services for a construction project described in
             2546      Subsection (4)(a), a procurement unit shall select a potential contractor from an approved
             2547      potential contractor list:
             2548          (i) using a rotation system, organized alphabetically, numerically, or randomly;
             2549          (ii) assigning a potential contractor to a specified geographical area; or


             2550          (iii) classifying each potential contractor based on the potential contractor's field or
             2551      area of expertise.
             2552          (5) A procurement unit may not use an approved vendor list described in this section
             2553      for a construction project with a cost that is equal to or greater than the amount established by
             2554      the applicable rulemaking authority under Subsection (1)(b).
             2555          (6) (a) After selecting a potential contractor under Subsection (4)(b), a procurement
             2556      unit shall enter into fee negotiations with the potential contractor.
             2557          (b) If, after good faith negotiations, the procurement unit and the potential contractor
             2558      are unable to negotiate a fee that is acceptable to both parties, the procurement unit shall select
             2559      another contractor under Subsection (4)(b) and enter into fee negotiations with that potential
             2560      contractor.
             2561          Section 35. Section 63G-6a-406 (Effective 05/01/13) is amended to read:
             2562           63G-6a-406 (Effective 05/01/13). Public notice of procurement process or sole
             2563      source procurement.
             2564          (1) [An authorized purchasing entity] The division or a procurement unit with
             2565      independent procurement authority that issues an invitation for bids, a request for proposals, or
             2566      [another document] a notice of sole source procurement required [by this chapter] to be
             2567      published in accordance with this section, shall provide public notice that includes:
             2568          (a) for an invitation for bids or a request for proposals, the name of the [authorized
             2569      purchasing entity and] issuing procurement unit;
             2570          (b) the name of the [public] procurement unit acquiring the procurement item;
             2571          [(b)] (c) for an invitation for bids or a request for proposals, information on how to
             2572      contact the [authorized purchasing entity] issuing procurement unit in relation to the invitation
             2573      for bids[,] or request for proposals[, or other document];
             2574          (d) for a notice of sole source procurement, contact information and other information
             2575      relating to contesting, or obtaining additional information in relation to, the sole source
             2576      procurement;
             2577          [(c)] (e) for an invitation for bids or a request for proposals, the date of the opening and


             2578      closing of the invitation for bids or request for proposals;
             2579          (f) for a notice of sole source procurement, the earliest date that the procurement unit
             2580      may make the sole source procurement;
             2581          [(d)] (g) information on how to obtain a copy of the invitation for bids, request for
             2582      proposals, or [other document] further information related to the sole source procurement; and
             2583          [(e)] (h) a general description of the procurement items that will be obtained through
             2584      the standard procurement process or sole source procurement.
             2585          (2) Except as provided in Subsection [(3)] (4), for an invitation for bids or a request for
             2586      proposals, the [authorized purchasing entity] issuing procurement unit shall publish the notice
             2587      described in Subsection (1), using at least one of the following methods:
             2588          (a) at least [10] seven days before the day of the deadline for submission of a bid or
             2589      other response, publish the notice:
             2590          (i) in a newspaper of general circulation in the state; or
             2591          (ii) in a newspaper of local circulation in the area:
             2592          (A) directly impacted by the procurement; or
             2593          (B) over which the [public] procurement unit has jurisdiction; or
             2594          (b) at least [10] seven consecutive days before the day of the deadline for submission
             2595      of a bid or other response, publish the notice:
             2596          (i) on the main website for the [authorized purchasing entity or public] issuing
             2597      procurement unit or the procurement unit acquiring the procurement item; or
             2598          (ii) on a state website that is owned, managed by, or provided under contract with, the
             2599      division for posting a public procurement notice.
             2600          (3) Except as provided in Subsection (4), for a sole source procurement for which
             2601      notice is required to be published in accordance with this section, the procurement unit making
             2602      the sole source procurement shall publish the notice described in Subsection (1), using at least
             2603      one of the following methods:
             2604          (a) at least seven days before the day on which the procurement unit makes the sole
             2605      source procurement, publish the notice:


             2606          (i) in a newspaper of general circulation in the state; or
             2607          (ii) in a newspaper of local circulation in the area:
             2608          (A) directly impacted by the procurement; or
             2609          (B) over which the procurement unit has jurisdiction; or
             2610          (b) at least seven consecutive days before the day on which the procurement unit makes
             2611      the sole source procurement, publish the notice:
             2612          (i) on the main website for the procurement unit acquiring the procurement item; or
             2613          (ii) on a state website that is owned by, managed by, or provided under contract with,
             2614      the division for posting a procurement notice.
             2615          [(3)] (4) [An authorized purchasing entity] An issuing procurement unit, or the
             2616      procurement unit making a sole source procurement may reduce the [10-day] seven-day period
             2617      described in Subsection (2) or (3), if the procurement officer or the procurement officer's
             2618      designee signs a written statement that:
             2619          (a) states that a shorter time is needed; and
             2620          (b) as it relates to an invitation for bids or a request for proposals, determines that
             2621      competition from multiple sources may be obtained within the shorter period of time.
             2622          [(4)] (5) (a) An [authorized purchasing entity] issuing procurement unit shall make a
             2623      copy of an invitation for bids[,] or a request for proposals[, or any other document described in
             2624      Subsection (1),] available for public inspection at the main office of the [authorized purchasing
             2625      entity] issuing procurement unit or on the website described in Subsection (2)(b).
             2626          (b) A procurement unit making a sole source procurement shall make a copy of
             2627      information related to the sole source procurement available for public inspection at the main
             2628      office of the procurement unit or on the website described in Subsection (3)(b).
             2629          Section 36. Section 63G-6a-407 (Effective 05/01/13) is amended to read:
             2630           63G-6a-407 (Effective 05/01/13). Purpose of specifications.
             2631          (1) All specifications shall seek to promote the overall economy and best use for the
             2632      purposes intended and encourage competition in satisfying the needs of the [public]
             2633      procurement unit, and may not be unduly restrictive.


             2634          (2) The requirements of this part regarding the purposes and nonrestrictiveness of
             2635      specifications shall apply to all specifications, including those prepared by architects,
             2636      engineers, designers, and draftsmen for public contracts.
             2637          Section 37. Section 63G-6a-408 (Effective 05/01/13) is amended to read:
             2638           63G-6a-408 (Effective 05/01/13). Small purchases.
             2639          (1) As used in this section:
             2640          (a) "Annual cumulative threshold" means the maximum total annual amount,
             2641      established by the applicable rulemaking authority under Subsection (2)(a)(i), that a
             2642      procurement unit may expend to obtain procurement items from the same source under this
             2643      section.
             2644          (b) "Individual procurement threshold" means the maximum amount, established by
             2645      the applicable rulemaking authority under Subsection (2)(a)(ii), for which a procurement unit
             2646      may purchase a procurement item under this section.
             2647          (c) "Single procurement aggregate threshold" means the maximum total amount,
             2648      established by the applicable rulemaking authority under Subsection (2)(a)(iii), that a
             2649      procurement unit may expend to obtain multiple procurement items from one source at one
             2650      time under this section.
             2651          [(1)] (2) The applicable rulemaking authority may make rules governing small
             2652      purchases, including:
             2653          [(a) establishing the maximum expenditure that may qualify as a small purchase, unless
             2654      otherwise provided by statute;]
             2655          [(b)] (a) establishing expenditure thresholds [and procurement requirements related to
             2656      those thresholds; and], including:
             2657          (i) an annual cumulative threshold;
             2658          (ii) an individual procurement threshold; and
             2659          (iii) a single procurement aggregate threshold;
             2660          (b) establishing procurement requirements relating to the thresholds described in
             2661      Subsection (2)(a); and


             2662          (c) the use of electronic, telephone, or written quotes.
             2663          (3) Expenditures made under this section by a procurement unit may not exceed a
             2664      threshold established by the applicable rulemaking authority, unless the chief procurement
             2665      officer or the head of a procurement unit with independent procurement authority gives written
             2666      authorization to exceed the threshold that includes the reasons for exceeding the threshold.
             2667          [(2) (a)] (4) Except as provided in Subsection [(2)(b), a public] (5), an executive
             2668      branch procurement unit may not obtain a procurement item through a small purchase standard
             2669      procurement process if the procurement item may be obtained through a state cooperative
             2670      contract or a contract awarded by the chief procurement officer under Subsection
             2671      63G-6a-2105 (1).
             2672          [(b)] (5) Subsection [(2)(a)] (4) does not apply if:
             2673          [(i) to a non-executive state procurement unit;]
             2674          [(ii) if the procurement officer or the head of the state purchasing unit authorizes an
             2675      exception to the requirement; or]
             2676          [(iii) to a local public procurement unit.]
             2677          [(c) An entity that is exempt from the requirements of Subsection (2)(a) is encouraged,
             2678      but not required, to comply with Subsection (2)(a).]
             2679          (a) the procurement item is obtained for an unanticipated, urgent or unanticipated,
             2680      emergency condition, including:
             2681          (i) an item needed to avoid stopping a public construction project;
             2682          (ii) an immediate repair to a facility or equipment; or
             2683          (iii) another emergency condition; or
             2684          (b) the chief procurement officer or the head of a procurement unit that is an executive
             2685      branch procurement unit with independent procurement authority:
             2686          (i) determines in writing that it is in the best interest of the procurement unit to obtain
             2687      an individual procurement item outside of the state contract, comparing:
             2688          (A) the contract terms and conditions applicable to the procurement item under the
             2689      state contract with the contract terms and conditions applicable to the procurement item if the


             2690      procurement item is obtained outside of the state contract;
             2691          (B) the maintenance and service applicable to the procurement item under the state
             2692      contract with the maintenance and service applicable to the procurement item if the
             2693      procurement item is obtained outside of the state contract;
             2694          (C) the warranties applicable to the procurement item under the state contract with the
             2695      warranties applicable to the procurement item if the procurement item is obtained outside of
             2696      the state contract;
             2697          (D) the quality of the procurement item under the state contract with the quality of the
             2698      procurement item if the procurement item is obtained outside of the state contract; and
             2699          (E) the cost of the procurement item under the state contract with the cost of the
             2700      procurement item if the procurement item is obtained outside of the state contract;
             2701          (ii) for a procurement item that, if defective in its manufacture, installation, or
             2702      performance, may result in serious physical injury, death, or substantial property damage,
             2703      determines in writing that the terms and conditions, relating to liability for injury, death, or
             2704      property damage, available from the source other than the contractor who holds the state
             2705      contract, are similar to, or better than, the terms and conditions available under the state
             2706      contract; and
             2707          (iii) grants an exception, in writing, to the requirement described in Subsection (4).
             2708          [(3)] (6) [(a) Except as provided in Subsection (3)(b), a public] Except as otherwise
             2709      expressly provided in this section, a procurement unit:
             2710          [(i)] (a) may not use the small purchase standard procurement process described in this
             2711      section for ongoing, continuous, and regularly scheduled procurements that exceed the annual
             2712      cumulative threshold; and
             2713          [(ii)] (b) shall make its ongoing, continuous, and regularly scheduled procurements that
             2714      exceed the annual cumulative threshold through a contract awarded through [a] another
             2715      standard procurement process described in this chapter or an applicable exception to [a]
             2716      another standard procurement process, described in Part 8, Exceptions to Procurement
             2717      Requirements.


             2718          [(b) Subsection (3)(a) does not apply to an ongoing, continuous, or regularly scheduled
             2719      procurement to the extent that the total expenditures for the procurement during a fiscal year do
             2720      not exceed the maximum expenditure that the public procurement unit is permitted to make
             2721      under this section, as established by rule made by the applicable rulemaking authority.]
             2722          (7) This section does not prohibit regularly scheduled payments for a procurement item
             2723      obtained under another provision of this chapter.
             2724          [(4)] (8) It is unlawful for a person to intentionally or knowingly divide a procurement
             2725      into one or more smaller procurements with the intent to make a procurement:
             2726          (a) qualify as a small purchase, if, before dividing the procurement, it would not have
             2727      qualified as a small purchase; or
             2728          (b) meet a threshold established by rule made by the applicable rulemaking authority,
             2729      if, before dividing the procurement, it would not have met the threshold.
             2730          [(5)] (9) A division of a procurement that is prohibited under Subsection [(4)] (8)
             2731      includes doing any of the following with the intent or knowledge described in Subsection [(4)]
             2732      (8):
             2733          (a) making two or more separate purchases;
             2734          (b) dividing an invoice or purchase order into two or more invoices or purchase orders;
             2735      or
             2736          (c) making smaller purchases over a period of time.
             2737          [(6)] (10) A person who violates Subsection [(4)] (8) is subject to the criminal
             2738      penalties described in Section 63G-6a-2305 .
             2739          [(7)] (11) The Division of Finance within the Department of Administrative Services
             2740      may conduct an audit of [a public procurement unit in the state] an executive branch
             2741      procurement unit to verify compliance with the requirements of this section.
             2742          [(8)] (12) [A public procurement unit in the state] An executive branch procurement
             2743      unit may not make a small purchase after January 1, [2013] 2014, unless the chief procurement
             2744      officer certifies that the person responsible for procurements in the [public] procurement unit
             2745      has satisfactorily completed training on this section and the rules made under this section.


             2746          Section 38. Section 63G-6a-503 (Effective 05/01/13) is amended to read:
             2747           63G-6a-503 (Effective 05/01/13). Request for information and response
             2748      nonbinding.
             2749          (1) A request for information is not a procurement process and may not be used to
             2750      make a purchase or enter into a contract. A [public] procurement unit is required to use a
             2751      standard procurement process, or comply with an exception to the requirement to use a
             2752      standard procurement process described in Part 8, Exceptions to Procurement Requirements, in
             2753      order to make a purchase or enter into a contract.
             2754          (2) A response to a request for information is not an offer and may not be accepted to
             2755      form a binding contract.
             2756          Section 39. Section 63G-6a-505 is enacted to read:
             2757          63G-6a-505. Protected information.
             2758          Information submitted to or by a governmental entity in response to a request for
             2759      information is protected under Section 63G-2-305 .
             2760          Section 40. Section 63G-6a-602 (Effective 05/01/13) is amended to read:
             2761           63G-6a-602 (Effective 05/01/13). Contracts awarded by bidding.
             2762          (1) Except as otherwise provided in this chapter, [an authorized purchasing entity] the
             2763      division or a procurement unit with independent procurement authority shall award a contract
             2764      for a procurement by bidding, in accordance with the rules of the applicable rulemaking
             2765      authority.
             2766          (2) The bidding standard procurement process is appropriate to use when cost is the
             2767      major factor in determining the award of a procurement.
             2768          Section 41. Section 63G-6a-603 (Effective 05/01/13) is amended to read:
             2769           63G-6a-603 (Effective 05/01/13). Invitation for bids -- Contents -- Notice.
             2770          (1) The bidding standard procurement process begins when [the authorized purchasing
             2771      entity] the division or a procurement unit with independent procurement authority issues an
             2772      invitation for bids.
             2773          (2) An invitation for bids shall:


             2774          (a) state the period of time during which bids will be accepted;
             2775          (b) describe the manner in which a bid shall be submitted;
             2776          (c) state the place where a bid shall be submitted; and
             2777          (d) include, or incorporate by reference:
             2778          (i) a description of the procurement items sought;
             2779          (ii) the objective criteria that will be used to evaluate the bids; and
             2780          (iii) the required contractual terms and conditions.
             2781          (3) An [authorized purchasing entity] issuing procurement unit shall publish an
             2782      invitation for bids in accordance with the requirements of Section 63G-6a-406 .
             2783          Section 42. Section 63G-6a-604 (Effective 05/01/13) is amended to read:
             2784           63G-6a-604 (Effective 05/01/13). Bid opening and acceptance.
             2785          (1) Bids shall be opened:
             2786          (a) publicly, except as provided in Section 63G-6a-611 ;
             2787          (b) in the presence of one or more witnesses, unless an electronic bid opening process
             2788      is used where bidders may see the opening of the bid electronically; and
             2789          (c) at the time and place indicated in the invitation for bids.
             2790          (2) Bids shall be accepted unconditionally, without alteration or correction, except as
             2791      otherwise authorized by this chapter.
             2792          (3) (a) The procurement officer shall reject a bid that is not responsive or responsible.
             2793          (b) A bid that is not responsive includes a bid that:
             2794          (i) is conditional;
             2795          (ii) attempts to modify the bid requirements;
             2796          (iii) contains additional terms or conditions; or
             2797          (iv) fails to conform with the requirements or specifications of the invitation for bids.
             2798          (c) A bid that is not responsible includes a bid where the procurement officer
             2799      reasonably concludes that the bidder or an employee, agent, or subcontractor of the bidder, at
             2800      any tier, is unable to satisfactorily fulfill the bid requirements.
             2801          (4) An [authorized purchasing entity] issuing procurement unit may not accept a bid


             2802      after the time for submission of a bid has expired.
             2803          (5) The procurement officer shall:
             2804          (a) record the name of each bidder and the amount of each bid; and
             2805          (b) after the bid is awarded, make the information described in Subsection (5)(a)
             2806      available for public disclosure.
             2807          Section 43. Section 63G-6a-605 (Effective 05/01/13) is amended to read:
             2808           63G-6a-605 (Effective 05/01/13). Correction or withdrawal of bids -- Cancellation
             2809      of award.
             2810          (1) Correction or withdrawal of inadvertently erroneous bids, or the cancellation of an
             2811      award or a contract that is based on an unintentionally erroneous bid, may be made in
             2812      accordance with the rules of the applicable rulemaking authority.
             2813          (2) Notwithstanding Subsection (1), the following changes may not be made to a bid
             2814      after the bid opening:
             2815          (a) changes in bid pricing;
             2816          (b) changes in the cost evaluation formula; or
             2817          (c) changes in other provisions that are prejudicial to fair competition or to the interest
             2818      of the [public] procurement unit.
             2819          (3) A decision to permit the correction or withdrawal of a bid or the cancellation of an
             2820      award or a contract under Subsection (1) shall be supported in a written document, signed by
             2821      the chief procurement officer, the procurement officer, or the head of the [authorized
             2822      purchasing entity] procurement unit with independent procurement authority.
             2823          Section 44. Section 63G-6a-606 (Effective 05/01/13) is amended to read:
             2824           63G-6a-606 (Effective 05/01/13). Evaluation of bids -- Award -- Cancellation --
             2825      Disqualification.
             2826          (1) [An authorized purchasing entity] The division or a procurement unit with
             2827      independent procurement authority shall evaluate each bid using the objective criteria
             2828      described in the invitation for bids, which may include:
             2829          (a) experience;


             2830          (b) performance ratings;
             2831          (c) inspection;
             2832          (d) testing;
             2833          (e) quality;
             2834          (f) workmanship;
             2835          (g) time and manner of delivery;
             2836          (h) references;
             2837          (i) financial stability;
             2838          (j) cost;
             2839          (k) suitability for a particular purpose; or
             2840          (l) other objective criteria specified in the invitation for bids.
             2841          (2) Criteria not described in the invitation for bids may not be used to evaluate a bid.
             2842          (3) The [authorized purchasing entity] procurement unit shall:
             2843          (a) award the contract as soon as practicable to:
             2844          (i) the lowest responsive and responsible bidder who meets the objective criteria
             2845      described in the invitation for bids; or
             2846          (ii) if, in accordance with Subsection (4), the procurement officer or the head of the
             2847      [authorized purchasing entity] procurement unit disqualifies the bidder described in Subsection
             2848      (3)(a)(i), the next lowest responsive and responsible bidder who meets the objective criteria
             2849      described in the invitation for bids; or
             2850          (b) cancel the invitation for bids without awarding a contract.
             2851          (4) In accordance with Subsection (5), the procurement officer or the head of the
             2852      [authorized purchasing entity] procurement unit may disqualify a bidder for:
             2853          (a) a violation of this chapter;
             2854          (b) a violation of a requirement of the invitation for bids;
             2855          (c) unlawful or unethical conduct; or
             2856          (d) a change in circumstance that, had the change been known at the time the bid was
             2857      submitted, would have caused the bidder to not be the lowest responsive and responsible bidder


             2858      who meets the objective criteria described in the invitation for bids.
             2859          (5) A procurement officer or head of [an authorized purchasing entity] a procurement
             2860      unit who disqualifies a bidder under Subsection (4) shall:
             2861          (a) make a written finding, stating the reasons for disqualification; and
             2862          (b) provide a copy of the written finding to the disqualified bidder.
             2863          (6) If [an authorized purchasing entity] a procurement unit cancels an invitation for
             2864      bids without awarding a contract, the [authorized purchasing entity] procurement unit shall
             2865      make available for public inspection a written justification for the cancellation.
             2866          Section 45. Section 63G-6a-607 (Effective 05/01/13) is amended to read:
             2867           63G-6a-607 (Effective 05/01/13). Action when all bids are over budget.
             2868          (1) Except as provided in Subsection (2) or (3), if the fiscal officer for the [public]
             2869      procurement unit certifies that all accepted bids exceed available funds and that the lowest
             2870      responsive and responsible bidder does not exceed the available funds by more than 5%, the
             2871      procurement officer may negotiate an adjustment of the bid price and bid requirements with the
             2872      lowest responsive and responsible bidder in order to bring the bid within the amount of
             2873      available funds.
             2874          (2) A procurement officer may not adjust the bid requirements under Subsection (1) if
             2875      there is a substantial likelihood that, had the adjustment been included in the invitation for
             2876      bids, a person that did not submit a bid would have submitted a responsive, responsible, and
             2877      competitive bid.
             2878          (3) The Division of Facilities Construction and Management is exempt from the
             2879      requirements of this section if:
             2880          (a) the building board adopts rules governing procedures when all accepted bids exceed
             2881      available funds; and
             2882          (b) the Division of Facilities Construction and Management complies with the rules
             2883      described in Subsection (3)(a).
             2884          Section 46. Section 63G-6a-608 (Effective 05/01/13) is amended to read:
             2885           63G-6a-608 (Effective 05/01/13). Tie bids -- Resolution -- Copies provided to


             2886      attorney general.
             2887          (1) A procurement officer shall resolve a tie bid in accordance with a method
             2888      established by rule made by the applicable rulemaking authority. The method may include
             2889      awarding the tie bid:
             2890          (a) to the tie bidder who:
             2891          (i) is a provider of state products, if no other tie bidder is a responsive provider of state
             2892      products;
             2893          (ii) is closest to the point of delivery;
             2894          (iii) received the previous award; or
             2895          (iv) will provide the earliest delivery date;
             2896          (b) by drawing lots; or
             2897          (c) by any other reasonable method of resolving a tie bid.
             2898          (2) The method chosen by the procurement officer to resolve a tie bid shall be at the
             2899      sole discretion of the procurement officer, subject to the rules established under Subsection (1).
             2900          (3) A [public] procurement unit in the state executive branch shall provide a copy of
             2901      the procurement to the attorney general if an award of a contract to a tie bidder exceeds
             2902      $100,000 in expenditures.
             2903          Section 47. Section 63G-6a-609 (Effective 05/01/13) is amended to read:
             2904           63G-6a-609 (Effective 05/01/13). Multiple stage bidding process.
             2905          (1) [An authorized purchasing entity] The division or a procurement unit with
             2906      independent procurement authority may conduct a bid in multiple stages, to:
             2907          (a) narrow the number of bidders who will progress to a subsequent stage;
             2908          (b) prequalify bidders for subsequent stages, in accordance with Section 63G-6a-403 ;
             2909          (c) enter into a contract for a single procurement; or
             2910          (d) award multiple contracts for a series of upcoming procurements.
             2911          (2) The invitation for bids for a multiple stage bidding process shall:
             2912          (a) describe the requirements for, and purpose of, each stage of the process;
             2913          (b) indicate whether the [authorized purchasing entity] procurement unit intends to


             2914      award:
             2915          (i) a single contract; or
             2916          (ii) multiple contracts for a series of upcoming procurements; and
             2917          (c) state that:
             2918          (i) the first stage is for prequalification only;
             2919          (ii) a bidder may not submit any pricing information in the first stage of the process;
             2920      and
             2921          (iii) bids in the second stage will only be accepted from a person who prequalifies in
             2922      the first stage.
             2923          (3) During the first stage, the [authorized purchasing entity] procurement unit:
             2924          (a) shall prequalify bidders to participate in subsequent stages, in accordance with
             2925      Section 63G-6a-403 ;
             2926          (b) shall prohibit the submission of pricing information until the final stage; and
             2927          (c) may, before beginning the second stage, request additional information to clarify
             2928      the qualifications of the bidders who submit timely responses.
             2929          (4) Contracts may only be awarded for a procurement item described in stage one of
             2930      the invitation for bids.
             2931          (5) [An authorized purchasing entity] The division or a procurement unit with
             2932      independent procurement authority may conduct a bid in as many stages as it determines to be
             2933      appropriate.
             2934          (6) Except as otherwise expressly provided in this section, [an authorized purchasing
             2935      entity] the division or a procurement unit with independent procurement authority shall
             2936      conduct a multiple stage process in accordance with this part.
             2937          (7) The applicable rulemaking authority may make rules governing the use of a
             2938      multiple stage process described in this section.
             2939          Section 48. Section 63G-6a-610 (Effective 05/01/13) is amended to read:
             2940           63G-6a-610 (Effective 05/01/13). Contracts awarded by reverse auction.
             2941          (1) Reverse auction bidding may be used if the procurement officer determines, in


             2942      writing, that reverse auction bidding will provide the best value to the [public] procurement
             2943      unit.
             2944          (2) Reverse auction bidding is appropriate to use when there are multiple prequalified
             2945      providers of a procurement item.
             2946          Section 49. Section 63G-6a-611 (Effective 05/01/13) is amended to read:
             2947           63G-6a-611 (Effective 05/01/13). Invitation for bids for reverse auction -- Notice
             2948      contents -- Agreement to terms and conditions.
             2949          (1) The reverse auction bidding process begins when [an authorized purchasing entity]
             2950      the division or a procurement unit with independent procurement authority issues an invitation
             2951