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Third Substitute S.B. 190

Representative Brad L. Dee proposes the following substitute bill:


             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 347
             182          63G-6a-1902 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             183      Chapter 347 and last amended by Coordination Clause, Laws of Utah 2012, Chapter
             184      347
             185          63G-6a-1903 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 91
             186      and renumbered and amended by Laws of Utah 2012, Chapter 347 and last amended
             187      by Coordination Clause, Laws of Utah 2012, Chapter 347
             188          63G-6a-1904 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 91
             189      and renumbered and amended by Laws of Utah 2012, Chapter 347 and last amended
             190      by Coordination Clause, Laws of Utah 2012, Chapter 347
             191          63G-6a-1905 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 91
             192      and renumbered and amended by Laws of Utah 2012, Chapter 347 and last amended
             193      by Coordination Clause, Laws of Utah 2012, Chapter 347
             194          63G-6a-1910 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             195      Chapter 347 and last amended by Coordination Clause, Laws of Utah 2012, Chapter
             196      347
             197          63G-6a-1911 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             198      Chapter 347 and last amended by Coordination Clause, Laws of Utah 2012, Chapter
             199      347
             200          63G-6a-2002 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             201      Chapter 347
             202          63G-6a-2003 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             203      Chapter 347
             204          63G-6a-2004 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             205      Chapter 347
             206          63G-6a-2101 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             207          63G-6a-2102 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             208      Chapter 347
             209          63G-6a-2103 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             210      Chapter 347
             211          63G-6a-2104 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,


             212      Chapter 347
             213          63G-6a-2105 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             214      Chapter 347
             215          63G-6a-2302 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             216      Chapter 347
             217          63G-6a-2305 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             218          63G-6a-2306 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             219          63G-6a-2307 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             220          67-16-4 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapters 202,
             221      202, and 347
             222          67-16-5 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 347
             223          67-16-5.3 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 347
             224          67-16-5.6, as enacted by Laws of Utah 2000, Chapter 108
             225          67-16-6 (Effective 05/01/13), as last amended by Laws of Utah 2012, Chapter 347
             226          77-38-3, as last amended by Laws of Utah 2011, Chapter 131
             227          78A-4-106, as last amended by Laws of Utah 2012, Chapter 377
             228      ENACTS:
             229          63G-6a-505, Utah Code Annotated 1953
             230          63G-6a-709.5, Utah Code Annotated 1953
             231          63G-6a-806, Utah Code Annotated 1953
             232          63G-6a-905, Utah Code Annotated 1953
             233          63G-6a-1208, Utah Code Annotated 1953
             234          63G-6a-1209, Utah Code Annotated 1953
             235          63G-6a-1210, Utah Code Annotated 1953
             236          63G-6a-2304.5, Utah Code Annotated 1953
             237          63G-6a-2308, Utah Code Annotated 1953
             238      REPEALS AND REENACTS:
             239          63G-6a-104 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347 and
             240      last amended by Coordination Clause, Laws of Utah 2012, Chapter 347
             241      RENUMBERS AND AMENDS:
             242          63G-6a-1204.5 (Effective 05/01/13), (Renumbered from 63G-6a-405 (Effective


             243      05/01/13), as enacted by Laws of Utah 2012, Chapter 347)
             244      REPEALS:
             245          63G-6-506.5, as enacted by Laws of Utah 2012, Chapter 330
             246          63G-6a-1908 (Effective 05/01/13), as renumbered and amended by Laws of Utah 2012,
             247      Chapter 347 and last amended by Coordination Clause, Laws of Utah 2012, Chapter
             248      347
             249          63G-6a-2201 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             250          63G-6a-2202 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             251          63G-6a-2303 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             252          63G-6a-2304 (Effective 05/01/13), as enacted by Laws of Utah 2012, Chapter 347
             253     
             254      Be it enacted by the Legislature of the state of Utah:
             255          Section 1. Section 10-3-1304 (Effective 05/01/13) is amended to read:
             256           10-3-1304 (Effective 05/01/13). Use of office for personal benefit prohibited.
             257          (1) As used in this section, "economic benefit tantamount to a gift" includes:
             258          (a) a loan at an interest rate that is substantially lower than the commercial rate then
             259      currently prevalent for similar loans; and
             260          (b) compensation received for private services rendered at a rate substantially
             261      exceeding the fair market value of the services.
             262          (2) [It] Except as provided in Subsection (4), it is an offense for an elected or appointed
             263      officer or municipal employee[, under circumstances not amounting to a violation of Section
             264      63G-6a-2304 or 76-8-105 ,] to:
             265          (a) disclose or improperly use private, controlled, or protected information acquired by
             266      reason of the officer's or employee's official position or in the course of official duties in order
             267      to further substantially the officer's or employee's personal economic interest or to secure
             268      special privileges or exemptions for the officer or employee or for others;
             269          (b) use or attempt to use the officer's or employee's official position to:
             270          (i) further substantially the officer's or employee's personal economic interest; or
             271          (ii) secure special privileges for the officer or employee or for others; or
             272          (c) knowingly receive, accept, take, seek, or solicit, directly or indirectly, for the officer
             273      or employee or for another, a gift of substantial value or a substantial economic benefit


             274      tantamount to a gift that:
             275          (i) would tend improperly to influence a reasonable person in the person's position to
             276      depart from the faithful and impartial discharge of the person's public duties; or
             277          (ii) the person knows or that a reasonable person in that position should know under
             278      the circumstances is primarily for the purpose of rewarding the person for official action taken.
             279          (3) Subsection (2)(c) does not apply to:
             280          (a) an occasional nonpecuniary gift having a value of less than $50;
             281          (b) an award publicly presented in recognition of public services;
             282          (c) any bona fide loan made in the ordinary course of business; or
             283          (d) a political campaign contribution.
             284          (4) This section does not apply to an elected or appointed officer or municipal
             285      employee who engages in conduct that constitutes a violation of this section to the extent that
             286      the elected or appointed officer or municipal employee is chargeable, for the same conduct,
             287      under Section 76-8-105 .
             288          Section 2. Section 10-3-1305 (Effective 05/01/13) is amended to read:
             289           10-3-1305 (Effective 05/01/13). Compensation for assistance in transaction
             290      involving municipality -- Public disclosure and filing required.
             291          (1) As used in this section, "municipal body" means any public board, commission,
             292      committee, or other public group organized to make public policy decisions or to advise
             293      persons who make public policy decisions.
             294          (2) [It] Except as provided in Subsection (6), it is an offense for an elected officer, or
             295      an appointed officer, who is a member of a public body[, under circumstances not amounting to
             296      a violation of Section 63G-6a-2304 or 76-8-105 ,] to receive or agree to receive compensation
             297      for assisting any person or business entity in any transaction involving the municipality in
             298      which the member is an officer unless the member:
             299          (a) files with the mayor a sworn statement giving the information required by this
             300      section; and
             301          (b) discloses the information required by Subsection (5) in an open meeting to the
             302      members of the body of which the officer is a member immediately before the discussion.
             303          (3) It is an offense for an appointed officer who is not a member of a public body or a
             304      municipal employee to receive or agree to receive compensation for assisting any person or


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


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


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


             398      structures and property, and any other public purpose.
             399          (f) (i) An appeal may be taken from a final decision of the municipal legislative body,
             400      to make an appropriation.
             401          (ii) The appeal shall be filed within 30 days after the date of that decision, to the
             402      district court.
             403          (iii) Any appeal shall be based on the record of the proceedings before the legislative
             404      body.
             405          (iv) A decision of the municipal legislative body shall be presumed to be valid unless
             406      the appealing party shows that the decision was arbitrary, capricious, or illegal.
             407          (g) The provisions of this Subsection (3) apply only to those appropriations made after
             408      May 6, 2002.
             409          (h) This section applies only to appropriations not otherwise approved pursuant to Title
             410      10, Chapter 5, Uniform Fiscal Procedures Act for Utah Towns, or Title 10, Chapter 6, Uniform
             411      Fiscal Procedures Act for Utah Cities.
             412          (4) (a) Before a municipality may dispose of a significant parcel of real property, the
             413      municipality shall:
             414          (i) provide reasonable notice of the proposed disposition at least 14 days before the
             415      opportunity for public comment under Subsection (4)(a)(ii); and
             416          (ii) allow an opportunity for public comment on the proposed disposition.
             417          (b) Each municipality shall, by ordinance, define what constitutes:
             418          (i) a significant parcel of real property for purposes of Subsection (4)(a); and
             419          (ii) reasonable notice for purposes of Subsection (4)(a)(i).
             420          (5) (a) Except as provided in Subsection (5)(d), each municipality intending to acquire
             421      real property for the purpose of expanding the municipality's infrastructure or other facilities
             422      used for providing services that the municipality offers or intends to offer shall provide written
             423      notice, as provided in this Subsection (5), of its intent to acquire the property if:
             424          (i) the property is located:
             425          (A) outside the boundaries of the municipality; and
             426          (B) in a county of the first or second class; and
             427          (ii) the intended use of the property is contrary to:
             428          (A) the anticipated use of the property under the general plan of the county in whose


             429      unincorporated area or the municipality in whose boundaries the property is located; or
             430          (B) the property's current zoning designation.
             431          (b) Each notice under Subsection (5)(a) shall:
             432          (i) indicate that the municipality intends to acquire real property;
             433          (ii) identify the real property; and
             434          (iii) be sent to:
             435          (A) each county in whose unincorporated area and each municipality in whose
             436      boundaries the property is located; and
             437          (B) each affected entity.
             438          (c) A notice under this Subsection (5) is a protected record as provided in Subsection
             439      63G-2-305 [(7)](8).
             440          (d) (i) The notice requirement of Subsection (5)(a) does not apply if the municipality
             441      previously provided notice under Section 10-9a-203 identifying the general location within the
             442      municipality or unincorporated part of the county where the property to be acquired is located.
             443          (ii) If a municipality is not required to comply with the notice requirement of
             444      Subsection (5)(a) because of application of Subsection (5)(d)(i), the municipality shall provide
             445      the notice specified in Subsection (5)(a) as soon as practicable after its acquisition of the real
             446      property.
             447          Section 4. Section 17-16a-4 (Effective 05/01/13) is amended to read:
             448           17-16a-4 (Effective 05/01/13). Prohibited use of official position -- Exception.
             449          (1) Except as provided in Subsection (3) or (4), it is an offense for an elected or
             450      appointed officer[, under circumstances not amounting to a violation of Section 63G-6a-2304
             451      or 76-8-105 ,] to:
             452          (a) disclose confidential information acquired by reason of the officer's official position
             453      or use that information to secure special privileges or exemptions for himself or others;
             454          (b) use or attempt to use the officer's official position to secure special privileges for
             455      the officer or for others; or
             456          (c) knowingly receive, accept, take, seek or solicit, directly or indirectly, any gift or
             457      loan for the officer or for another, if the gift or loan tends to influence the officer in the
             458      discharge of the officer's official duties.
             459          (2) This section is inapplicable to:


             460          (a) an occasional nonpecuniary gift having a value of less than $50;
             461          (b) an award publicly presented;
             462          (c) any bona fide loan made in the ordinary course of business; or
             463          (d) political campaign contributions actually used in a political campaign.
             464          (3) A member of a county legislative body who is also a member of the governing
             465      board of a provider of mental health or substance abuse services under contract with the county
             466      does not commit an offense under Subsection (1)(a) or (b) by discharging, in good faith, the
             467      duties and responsibilities of each position, if the county legislative body member does not
             468      participate in the process of selecting the mental health or substance abuse service provider.
             469          (4) This section does not apply to an elected or appointed officer who engages in
             470      conduct that constitutes a violation of this section to the extent that the elected or appointed
             471      officer is chargeable, for the same conduct, under Section 76-8-105 .
             472          Section 5. Section 17-50-302 is amended to read:
             473           17-50-302. General county powers.
             474          (1) (a) Except as provided in Subsection (1)(b), a county may:
             475          (i) as prescribed by statute:
             476          (A) levy a tax;
             477          (B) perform an assessment;
             478          (C) collect a tax;
             479          (D) borrow money; or
             480          (E) levy and collect a special assessment for a conferred benefit; or
             481          (ii) provide a service, exercise a power, or perform a function that is reasonably related
             482      to the safety, health, morals, and welfare of county inhabitants, except as limited or prohibited
             483      by statute.
             484          (b) A county or a governmental instrumentality of a county may not perform an action
             485      described in Subsection (1)(a)(i) or provide a service, exercise a power, or perform a function
             486      described in Subsection (1)(a)(ii) in another county or a municipality within the other county
             487      without first entering into an agreement under Title 11, Chapter 13, Interlocal Cooperation Act,
             488      or other contract with the other county to perform the action, provide the service, exercise the
             489      power, or perform the function.
             490          (2) (a) A county may:


             491          (i) sue and be sued;
             492          (ii) subject to Subsection (2)(c), acquire real property by tax sale, purchase, lease,
             493      contract, or gift, and hold the real property as necessary and proper for county purposes;
             494          (iii) (A) subject to Subsection (2)(b), acquire real property by condemnation, as
             495      provided in Title 78B, Chapter 6, Part 5, Eminent Domain; and
             496          (B) hold the real property as necessary and proper for county purposes;
             497          (iv) as may be necessary to the exercise of its powers, acquire personal property by
             498      purchase, lease, contract, or gift, and hold such personal property; and
             499          (v) manage and dispose of its property as the interests of its inhabitants may require.
             500          (b) (i) For purposes of Subsection (2)(a)(iii), water rights that are not appurtenant to
             501      land do not constitute real property that may be acquired by the county through condemnation.
             502          (ii) Nothing in Subsection (2)(a)(iii) may be construed to authorize a county to acquire
             503      by condemnation the rights to water unless the land to which those water rights are appurtenant
             504      is acquired by condemnation.
             505          (c) (i) Except as provided in Subsection (2)(c)(iv), each county intending to acquire
             506      real property for the purpose of expanding the county's infrastructure or other facilities used for
             507      providing services that the county offers or intends to offer shall provide written notice, as
             508      provided in this Subsection (2)(c), of its intent to acquire the property if:
             509          (A) the property is located:
             510          (I) outside the boundaries of the unincorporated area of the county; and
             511          (II) in a county of the first or second class; and
             512          (B) the intended use of the property is contrary to:
             513          (I) the anticipated use of the property under the general plan of the county in whose
             514      unincorporated area or the municipality in whose boundaries the property is located; or
             515          (II) the property's current zoning designation.
             516          (ii) Each notice under Subsection (2)(c)(i) shall:
             517          (A) indicate that the county intends to acquire real property;
             518          (B) identify the real property; and
             519          (C) be sent to:
             520          (I) each county in whose unincorporated area and each municipality in whose
             521      boundaries the property is located; and


             522          (II) each affected entity.
             523          (iii) A notice under this Subsection (2)(c) is a protected record as provided in
             524      Subsection 63G-2-305 [(7)](8).
             525          (iv) (A) The notice requirement of Subsection (2)(c)(i) does not apply if the county
             526      previously provided notice under Section 17-27a-203 identifying the general location within
             527      the municipality or unincorporated part of the county where the property to be acquired is
             528      located.
             529          (B) If a county is not required to comply with the notice requirement of Subsection
             530      (2)(c)(i) because of application of Subsection (2)(c)(iv)(A), the county shall provide the notice
             531      specified in Subsection (2)(c)(i) as soon as practicable after its acquisition of the real property.
             532          Section 6. Section 17B-1-106 is amended to read:
             533           17B-1-106. Notice before preparing or amending a long-range plan or acquiring
             534      certain property.
             535          (1) As used in this section:
             536          (a) (i) "Affected entity" means each county, municipality, local district under this title,
             537      special service district, school district, interlocal cooperation entity established under Title 11,
             538      Chapter 13, Interlocal Cooperation Act, and specified public utility:
             539          (A) whose services or facilities are likely to require expansion or significant
             540      modification because of an intended use of land; or
             541          (B) that has filed with the local district a copy of the general or long-range plan of the
             542      county, municipality, local district, school district, interlocal cooperation entity, or specified
             543      public utility.
             544          (ii) "Affected entity" does not include the local district that is required under this
             545      section to provide notice.
             546          (b) "Specified public utility" means an electrical corporation, gas corporation, or
             547      telephone corporation, as those terms are defined in Section 54-2-1 .
             548          (2) (a) If a local district under this title located in a county of the first or second class
             549      prepares a long-range plan regarding its facilities proposed for the future or amends an already
             550      existing long-range plan, the local district shall, before preparing a long-range plan or
             551      amendments to an existing long-range plan, provide written notice, as provided in this section,
             552      of its intent to prepare a long-range plan or to amend an existing long-range plan.


             553          (b) Each notice under Subsection (2)(a) shall:
             554          (i) indicate that the local district intends to prepare a long-range plan or to amend a
             555      long-range plan, as the case may be;
             556          (ii) describe or provide a map of the geographic area that will be affected by the
             557      long-range plan or amendments to a long-range plan;
             558          (iii) be:
             559          (A) sent to each county in whose unincorporated area and each municipality in whose
             560      boundaries is located the land on which the proposed long-range plan or amendments to a
             561      long-range plan are expected to indicate that the proposed facilities will be located;
             562          (B) sent to each affected entity;
             563          (C) sent to the Automated Geographic Reference Center created in Section 63F-1-506 ;
             564          (D) sent to each association of governments, established pursuant to an interlocal
             565      agreement under Title 11, Chapter 13, Interlocal Cooperation Act, of which a county or
             566      municipality described in Subsection (2)(b)(iii)(A) is a member; and
             567          (E) (I) placed on the Utah Public Notice Website created under Section 63F-1-701 , if
             568      the local district:
             569          (Aa) is required under Subsection 52-4-203 (3) to use that website to provide public
             570      notice of a meeting; or
             571          (Bb) voluntarily chooses to place notice on that website despite not being required to
             572      do so under Subsection (2)(b)(iii)(E)(I)(Aa); or
             573          (II) the state planning coordinator appointed under Section 63J-4-202 , if the local
             574      district does not provide notice on the Utah Public Notice Website under Subsection
             575      (2)(b)(iii)(E)(I);
             576          (iv) with respect to the notice to counties and municipalities described in Subsection
             577      (2)(b)(iii)(A) and affected entities, invite them to provide information for the local district to
             578      consider in the process of preparing, adopting, and implementing the long-range plan or
             579      amendments to a long-range plan concerning:
             580          (A) impacts that the use of land proposed in the proposed long-range plan or
             581      amendments to a long-range plan may have on the county, municipality, or affected entity; and
             582          (B) uses of land that the county, municipality, or affected entity is planning or
             583      considering that may conflict with the proposed long-range plan or amendments to a long-range


             584      plan; and
             585          (v) include the address of an Internet website, if the local district has one, and the name
             586      and telephone number of a person where more information can be obtained concerning the
             587      local district's proposed long-range plan or amendments to a long-range plan.
             588          (3) (a) Except as provided in Subsection (3)(d), each local district intending to acquire
             589      real property in a county of the first or second class for the purpose of expanding the district's
             590      infrastructure or other facilities used for providing the services that the district is authorized to
             591      provide shall provide written notice, as provided in this Subsection (3), of its intent to acquire
             592      the property if the intended use of the property is contrary to:
             593          (i) the anticipated use of the property under the county or municipality's general plan;
             594      or
             595          (ii) the property's current zoning designation.
             596          (b) Each notice under Subsection (3)(a) shall:
             597          (i) indicate that the local district intends to acquire real property;
             598          (ii) identify the real property; and
             599          (iii) be sent to:
             600          (A) each county in whose unincorporated area and each municipality in whose
             601      boundaries the property is located; and
             602          (B) each affected entity.
             603          (c) A notice under this Subsection (3) is a protected record as provided in Subsection
             604      63G-2-305 [(7)](8).
             605          (d) (i) The notice requirement of Subsection (3)(a) does not apply if the local district
             606      previously provided notice under Subsection (2) identifying the general location within the
             607      municipality or unincorporated part of the county where the property to be acquired is located.
             608          (ii) If a local district is not required to comply with the notice requirement of
             609      Subsection (3)(a) because of application of Subsection (3)(d)(i), the local district shall provide
             610      the notice specified in Subsection (3)(a) as soon as practicable after its acquisition of the real
             611      property.
             612          Section 7. Section 31A-31-104 is amended to read:
             613           31A-31-104. Disclosure of information.
             614          (1) (a) Subject to Subsection (2), upon written request by an insurer to an authorized


             615      agency, the authorized agency may release to the insurer information or evidence that is
             616      relevant to any suspected insurance fraud.
             617          (b) Upon written request by an authorized agency to an insurer, the insurer or an agent
             618      authorized by the insurer to act on the insurer's behalf shall release to the authorized agency
             619      information or evidence that is relevant to any suspected insurance fraud.
             620          (2) (a) Any information or evidence furnished to an authorized agency under this
             621      section may be classified as a protected record in accordance with Subsection
             622      63G-2-305 [(9)](10).
             623          (b) Any information or evidence furnished to an insurer under this section is not
             624      subject to discovery in a civil proceeding unless, after reasonable notice to any insurer, agent,
             625      or any authorized agency that has an interest in the information and subsequent hearing, a court
             626      determines that the public interest and any ongoing criminal investigation will not be
             627      jeopardized by the disclosure.
             628          (c) An insurer shall report to the department agency terminations based upon a
             629      violation of this chapter.
             630          Section 8. Section 53-5-708 is amended to read:
             631           53-5-708. Permit -- Names private.
             632          (1) (a) The bureau shall maintain a record in its office of any permit issued under this
             633      part.
             634          (b) Notwithstanding the requirements of Subsection 63G-2-301 (2)(b), the names,
             635      addresses, telephone numbers, dates of birth, and Social Security numbers of persons receiving
             636      permits are protected records under Subsection 63G-2-305 [(10)](11).
             637          (2) The bureau shall immediately file a copy of each permit it issues under this part.
             638          Section 9. Section 53A-2-123 is amended to read:
             639           53A-2-123. Notice before preparing or amending a long-range plan or acquiring
             640      certain property.
             641          (1) As used in this section:
             642          (a) "Affected entity" means each county, municipality, local district under Title 17B,
             643      Limited Purpose Local Government Entities - Local Districts, special service district under
             644      Title 17D, Chapter 1, Special Service District Act, interlocal cooperation entity established
             645      under Title 11, Chapter 13, Interlocal Cooperation Act, and specified public utility:


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


             677          (A) impacts that the use of land proposed in the proposed long-range plan or
             678      amendments to a long-range plan may have on the county, municipality, or affected entity; and
             679          (B) uses of land that the county, municipality, or affected entity is planning or
             680      considering that may conflict with the proposed long-range plan or amendments to a long-range
             681      plan; and
             682          (v) include the address of an Internet website, if the school district has one, and the
             683      name and telephone number of a person where more information can be obtained concerning
             684      the school district's proposed long-range plan or amendments to a long-range plan.
             685          (3) (a) Except as provided in Subsection (3)(d), each school district intending to
             686      acquire real property in a county of the first or second class for the purpose of expanding the
             687      district's infrastructure or other facilities shall provide written notice, as provided in this
             688      Subsection (3), of its intent to acquire the property if the intended use of the property is
             689      contrary to:
             690          (i) the anticipated use of the property under the county or municipality's general plan;
             691      or
             692          (ii) the property's current zoning designation.
             693          (b) Each notice under Subsection (3)(a) shall:
             694          (i) indicate that the school district intends to acquire real property;
             695          (ii) identify the real property; and
             696          (iii) be sent to:
             697          (A) each county in whose unincorporated area and each municipality in whose
             698      boundaries the property is located; and
             699          (B) each affected entity.
             700          (c) A notice under this Subsection (3) is a protected record as provided in Subsection
             701      63G-2-305 [(7)](8).
             702          (d) (i) The notice requirement of Subsection (3)(a) does not apply if the school district
             703      previously provided notice under Subsection (2) identifying the general location within the
             704      municipality or unincorporated part of the county where the property to be acquired is located.
             705          (ii) If a school district is not required to comply with the notice requirement of
             706      Subsection (3)(a) because of application of Subsection (3)(d)(i), the school district shall
             707      provide the notice specified in Subsection (3)(a) as soon as practicable after its acquisition of


             708      the real property.
             709          Section 10. Section 54-3-28 is amended to read:
             710           54-3-28. Notice required of certain public utilities before preparing or amending
             711      a long-range plan or acquiring certain property.
             712          (1) As used in this section:
             713          (a) (i) "Affected entity" means each county, municipality, local district under Title 17B,
             714      Limited Purpose Local Government Entities - Local Districts, special service district, school
             715      district, interlocal cooperation entity established under Title 11, Chapter 13, Interlocal
             716      Cooperation Act, and specified public utility:
             717          (A) whose services or facilities are likely to require expansion or significant
             718      modification because of expected uses of land under a proposed long-range plan or under
             719      proposed amendments to a long-range plan; or
             720          (B) that has filed with the specified public utility a copy of the general or long-range
             721      plan of the county, municipality, local district, special service district, school district, interlocal
             722      cooperation entity, or specified public utility.
             723          (ii) "Affected entity" does not include the specified public utility that is required under
             724      Subsection (2) to provide notice.
             725          (b) "Specified public utility" means an electrical corporation, gas corporation, or
             726      telephone corporation, as those terms are defined in Section 54-2-1 .
             727          (2) (a) If a specified public utility prepares a long-range plan regarding its facilities
             728      proposed for the future in a county of the first or second class or amends an already existing
             729      long-range plan, the specified public utility shall, before preparing a long-range plan or
             730      amendments to an existing long-range plan, provide written notice, as provided in this section,
             731      of its intent to prepare a long-range plan or to amend an existing long-range plan.
             732          (b) Each notice under Subsection (2) shall:
             733          (i) indicate that the specified public utility intends to prepare a long-range plan or to
             734      amend a long-range plan, as the case may be;
             735          (ii) describe or provide a map of the geographic area that will be affected by the
             736      long-range plan or amendments to a long-range plan;
             737          (iii) be sent to:
             738          (A) each county in whose unincorporated area and each municipality in whose


             739      boundaries is located the land on which the proposed long-range plan or amendments to a
             740      long-range plan are expected to indicate that the proposed facilities will be located;
             741          (B) each affected entity;
             742          (C) the Automated Geographic Reference Center created in Section 63F-1-506 ;
             743          (D) each association of governments, established pursuant to an interlocal agreement
             744      under Title 11, Chapter 13, Interlocal Cooperation Act, of which a county or municipality
             745      described in Subsection (2)(b)(iii)(A) is a member; and
             746          (E) the state planning coordinator appointed under Section 63J-4-202 ;
             747          (iv) with respect to the notice to counties and municipalities described in Subsection
             748      (2)(b)(iii)(A) and affected entities, invite them to provide information for the specified public
             749      utility to consider in the process of preparing, adopting, and implementing the long-range plan
             750      or amendments to a long-range plan concerning:
             751          (A) impacts that the use of land proposed in the proposed long-range plan or
             752      amendments to a long-range plan may have on the county, municipality, or affected entity; and
             753          (B) uses of land that the county, municipality, or affected entity is planning or
             754      considering that may conflict with the proposed long-range plan or amendments to a long-range
             755      plan; and
             756          (v) include the address of an Internet website, if the specified public utility has one, and
             757      the name and telephone number of a person where more information can be obtained
             758      concerning the specified public utility's proposed long-range plan or amendments to a
             759      long-range plan.
             760          (3) (a) Except as provided in Subsection (3)(d), each specified public utility intending
             761      to acquire real property in a county of the first or second class for the purpose of expanding its
             762      infrastructure or other facilities used for providing the services that the specified public utility
             763      is authorized to provide shall provide written notice, as provided in this Subsection (3), of its
             764      intent to acquire the property if the intended use of the property is contrary to:
             765          (i) the anticipated use of the property under the county or municipality's general plan;
             766      or
             767          (ii) the property's current zoning designation.
             768          (b) Each notice under Subsection (3)(a) shall:
             769          (i) indicate that the specified public utility intends to acquire real property;


             770          (ii) identify the real property; and
             771          (iii) be sent to:
             772          (A) each county in whose unincorporated area and each municipality in whose
             773      boundaries the property is located; and
             774          (B) each affected entity.
             775          (c) A notice under this Subsection (3) is a protected record as provided in Subsection
             776      63G-2-305 [(7)](8).
             777          (d) (i) The notice requirement of Subsection (3)(a) does not apply if the specified
             778      public utility previously provided notice under Subsection (2) identifying the general location
             779      within the municipality or unincorporated part of the county where the property to be acquired
             780      is located.
             781          (ii) If a specified public utility is not required to comply with the notice requirement of
             782      Subsection (3)(a) because of application of Subsection (3)(d)(i), the specified public utility
             783      shall provide the notice specified in Subsection (3)(a) as soon as practicable after its acquisition
             784      of the real property.
             785          Section 11. Section 62A-16-204 is amended to read:
             786           62A-16-204. Fatality Review Committee Proceedings.
             787          (1) A majority vote of committee members present constitutes the action of the
             788      committee.
             789          (2) The department shall give the committee access to all reports, records, and other
             790      documents that are relevant to the fatality under investigation, including:
             791          (a) narrative reports;
             792          (b) case files;
             793          (c) autopsy reports; and
             794          (d) police reports, unless the report is protected from disclosure under Subsection
             795      63G-2-305 [(9) or](10) or (11).
             796          (3) The Utah State Hospital and the Utah State Developmental Center shall provide
             797      protected health information to the committee if requested by a fatality review coordinator.
             798          (4) A committee shall convene its first meeting within 14 days after the day on which a
             799      formal fatality review is ordered under Subsection 62A-16-201 (6), unless this time is extended,
             800      for good cause, by the director of the Office of Services Review.


             801          (5) A committee may interview a staff member, a provider, or any other person who
             802      may have knowledge or expertise that is relevant to the fatality review.
             803          (6) A committee shall render an advisory opinion regarding:
             804          (a) whether the provisions of law, rule, policy, and procedure relating to the deceased
             805      individual and the deceased individual's family were complied with;
             806          (b) whether the fatality was responded to properly;
             807          (c) whether to recommend that a law, rule, policy, or procedure be changed; and
             808          (d) whether additional training is needed.
             809          Section 12. Section 63C-4-102 is amended to read:
             810           63C-4-102. Duties.
             811          (1) The Constitutional Defense Council is a council to assist the governor and the
             812      Legislature on the following types of issues:
             813          (a) the constitutionality of federal mandates;
             814          (b) when making recommendations to challenge the federal mandates and regulations
             815      described in Subsections (1)(f)(i) through (v), the rationale for and effectiveness of those
             816      federal mandates or regulations;
             817          (c) legal and policy issues surrounding state and local government rights under R.S.
             818      2477;
             819          (d) legal issues relating to the rights of the School and Institutional Trust Lands
             820      Administration and its beneficiaries;
             821          (e) a disagreement with another state regarding the use or ownership of water; and
             822          (f) the advisability, feasibility, estimated cost, and likelihood of success of challenging:
             823          (i) federal court rulings that:
             824          (A) hinder the management of the state's prison system and place undue financial
             825      hardship on the state's taxpayers;
             826          (B) impact a power or a right reserved to the state or its citizens by the United States
             827      Constitution, Amendment IX or X; or
             828          (C) expand or grant a power to the United States government beyond the limited,
             829      enumerated powers granted by the United States Constitution;
             830          (ii) federal laws or regulations that reduce or negate water rights or the rights of owners
             831      of private property, or the rights and interest of state and local governments, including


             832      sovereignty interests and the power to provide for the health, safety, and welfare, and promote
             833      the prosperity of their inhabitants;
             834          (iii) conflicting federal regulations or policies in land management on federal land;
             835          (iv) federal intervention that would damage the state's mining, timber, and ranching
             836      industries;
             837          (v) the authority of the Environmental Protection Agency and Congress to mandate
             838      local air quality standards and penalties; and
             839          (vi) other issues that are relevant to this Subsection (1).
             840          (2) The council shall:
             841          (a) provide advice to the governor, state planning coordinator, and the public lands
             842      policy coordinator concerning coordination of:
             843          (i) state and local government rights under R.S. 2477; and
             844          (ii) other public lands issues;
             845          (b) approve a plan for R.S. 2477 rights developed in accordance with Section
             846      63C-4-104 ; and
             847          (c) review, at least quarterly:
             848          (i) financial statements concerning implementation of the plan for R.S. 2477 rights;
             849      and
             850          (ii) financial and other reports from the Public Lands Policy Coordinating Office
             851      concerning its activities.
             852          (3) The council chair may require the attorney general or a designee to provide
             853      testimony on potential legal actions that would enhance the state's sovereignty or authority on
             854      issues affecting Utah and the well-being of its citizens.
             855          (4) The council chair may direct the attorney general to initiate and prosecute any
             856      action that the council determines will further its purposes, including an action described in
             857      Section 67-5-29 .
             858          (5) (a) Subject to the provisions of this section, the council may select and employ
             859      attorneys to implement the purposes and duties of the council.
             860          (b) The council chair may, in consultation with the council, direct any council attorney
             861      in any manner considered appropriate by the attorney general to best serve the purposes of the
             862      council.


             863          (c) The attorney general shall negotiate a contract for services with any attorney
             864      selected and approved for employment under this section.
             865          (6) The council chair may, only with the concurrence of the council, review and
             866      approve all claims for payments for:
             867          (a) legal services that are submitted to the council;
             868          (b) an action filed in accordance with Section 67-5-29 ; and
             869          (c) costs related to a constitutional defense plan approved in accordance with Section
             870      63C-4-104 that are submitted by:
             871          (i) the Public Lands Policy Coordinating Office;
             872          (ii) the School and Institutional Trust Lands Administration; or
             873          (iii) the Office of the Attorney General.
             874          (7) Within five business days' notice, the council chair may, with the concurrence of
             875      the council, order the attorney general or an attorney employed by the council to cease work to
             876      be charged to the fund.
             877          (8) (a) At least 20 calendar days before the state submits comments on the draft
             878      environmental impact statement or environmental assessment for a proposed land management
             879      plan of any federal land management agency, the governor shall make those documents
             880      available to:
             881          (i) members of the council; and
             882          (ii) any county executive, county council member, or county commissioner of a county
             883      that is covered by the management plan and that has established formal cooperating agency
             884      status with the relevant federal land management agency regarding the proposed plan.
             885          (b) (i) Council members or local government officials receiving the documents may
             886      make recommendations to the governor or the governor's designee concerning changes to the
             887      documents before they are submitted to the federal land management agency.
             888          (ii) Council members or local government officials shall submit recommendations to
             889      the governor or the governor's designee no later than 10 calendar days after receiving the
             890      documents under Subsection (8)(a).
             891          (c) Documents transmitted or received under this Subsection (8) are drafts and are
             892      protected records pursuant to Subsection 63G-2-305 [(21)](22).
             893          (9) The council shall submit a report on December 1 of each year by electronic mail


             894      that summarizes the council's activities to each legislator.
             895          Section 13. Section 63G-2-201 is amended to read:
             896           63G-2-201. Right to inspect records and receive copies of records.
             897          (1) Every person has the right to inspect a public record free of charge, and the right to
             898      take a copy of a public record during normal working hours, subject to Sections 63G-2-203 and
             899      63G-2-204 .
             900          (2) A record is public unless otherwise expressly provided by statute.
             901          (3) The following records are not public:
             902          (a) a record that is private, controlled, or protected under Sections 63G-2-302 ,
             903      63G-2-303 , 63G-2-304 , and 63G-2-305 ; and
             904          (b) a record to which access is restricted pursuant to court rule, another state statute,
             905      federal statute, or federal regulation, including records for which access is governed or
             906      restricted as a condition of participation in a state or federal program or for receiving state or
             907      federal funds.
             908          (4) Only a record specified in Section 63G-2-302 , 63G-2-303 , 63G-2-304 , or
             909      63G-2-305 may be classified private, controlled, or protected.
             910          (5) (a) A governmental entity may not disclose a record that is private, controlled, or
             911      protected to any person except as provided in Subsection (5)(b), Subsection (5)(c), Section
             912      63G-2-202 , 63G-2-206 , or 63G-2-303 .
             913          (b) A governmental entity may disclose a record that is private under Subsection
             914      63G-2-302 (2) or protected under Section 63G-2-305 to persons other than those specified in
             915      Section 63G-2-202 or 63G-2-206 if the head of a governmental entity, or a designee,
             916      determines that:
             917          (i) there is no interest in restricting access to the record; or
             918          (ii) the interests favoring access are greater than or equal to the interest favoring
             919      restriction of access.
             920          (c) In addition to the disclosure under Subsection (5)(b), a governmental entity may
             921      disclose a record that is protected under Subsection 63G-2-305 [(50)](51) if:
             922          (i) the head of the governmental entity, or a designee, determines that the disclosure:
             923          (A) is mutually beneficial to:
             924          (I) the subject of the record;


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


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


             987      access to an electronic copy of a record in lieu of providing access to its paper equivalent if:
             988          (a) the person making the request requests or states a preference for an electronic copy;
             989          (b) the governmental entity currently maintains the record in an electronic format that
             990      is reproducible and may be provided without reformatting or conversion; and
             991          (c) the electronic copy of the record:
             992          (i) does not disclose other records that are exempt from disclosure; or
             993          (ii) may be segregated to protect private, protected, or controlled information from
             994      disclosure without the undue expenditure of public resources or funds.
             995          Section 14. Section 63G-2-202 is amended to read:
             996           63G-2-202. Access to private, controlled, and protected documents.
             997          (1) Upon request, and except as provided in Subsection (11)(a), a governmental entity
             998      shall disclose a private record to:
             999          (a) the subject of the record;
             1000          (b) the parent or legal guardian of an unemancipated minor who is the subject of the
             1001      record;
             1002          (c) the legal guardian of a legally incapacitated individual who is the subject of the
             1003      record;
             1004          (d) any other individual who:
             1005          (i) has a power of attorney from the subject of the record;
             1006          (ii) submits a notarized release from the subject of the record or the individual's legal
             1007      representative dated no more than 90 days before the date the request is made; or
             1008          (iii) if the record is a medical record described in Subsection 63G-2-302 (1)(b), is a
             1009      health care provider, as defined in Section 26-33a-102 , if releasing the record or information in
             1010      the record is consistent with normal professional practice and medical ethics; or
             1011          (e) any person to whom the record must be provided pursuant to:
             1012          (i) court order as provided in Subsection (7); or
             1013          (ii) a legislative subpoena as provided in Title 36, Chapter 14, Legislative Subpoena
             1014      Powers.
             1015          (2) (a) Upon request, a governmental entity shall disclose a controlled record to:
             1016          (i) a physician, psychologist, certified social worker, insurance provider or producer, or
             1017      a government public health agency upon submission of:


             1018          (A) a release from the subject of the record that is dated no more than 90 days prior to
             1019      the date the request is made; and
             1020          (B) a signed acknowledgment of the terms of disclosure of controlled information as
             1021      provided by Subsection (2)(b); and
             1022          (ii) any person to whom the record must be disclosed pursuant to:
             1023          (A) a court order as provided in Subsection (7); or
             1024          (B) a legislative subpoena as provided in Title 36, Chapter 14, Legislative Subpoena
             1025      Powers.
             1026          (b) A person who receives a record from a governmental entity in accordance with
             1027      Subsection (2)(a)(i) may not disclose controlled information from that record to any person,
             1028      including the subject of the record.
             1029          (3) If there is more than one subject of a private or controlled record, the portion of the
             1030      record that pertains to another subject shall be segregated from the portion that the requester is
             1031      entitled to inspect.
             1032          (4) Upon request, and except as provided in Subsection (10) or (11)(b), a governmental
             1033      entity shall disclose a protected record to:
             1034          (a) the person who submitted the record;
             1035          (b) any other individual who:
             1036          (i) has a power of attorney from all persons, governmental entities, or political
             1037      subdivisions whose interests were sought to be protected by the protected classification; or
             1038          (ii) submits a notarized release from all persons, governmental entities, or political
             1039      subdivisions whose interests were sought to be protected by the protected classification or from
             1040      their legal representatives dated no more than 90 days prior to the date the request is made;
             1041          (c) any person to whom the record must be provided pursuant to:
             1042          (i) a court order as provided in Subsection (7); or
             1043          (ii) a legislative subpoena as provided in Title 36, Chapter 14, Legislative Subpoena
             1044      Powers; or
             1045          (d) the owner of a mobile home park, subject to the conditions of Subsection
             1046      41-1a-116 (5).
             1047          (5) A governmental entity may disclose a private, controlled, or protected record to
             1048      another governmental entity, political subdivision, another state, the United States, or a foreign


             1049      government only as provided by Section 63G-2-206 .
             1050          (6) Before releasing a private, controlled, or protected record, the governmental entity
             1051      shall obtain evidence of the requester's identity.
             1052          (7) A governmental entity shall disclose a record pursuant to the terms of a court order
             1053      signed by a judge from a court of competent jurisdiction, provided that:
             1054          (a) the record deals with a matter in controversy over which the court has jurisdiction;
             1055          (b) the court has considered the merits of the request for access to the record;
             1056          (c) the court has considered and, where appropriate, limited the requester's use and
             1057      further disclosure of the record in order to protect:
             1058          (i) privacy interests in the case of private or controlled records;
             1059          (ii) business confidentiality interests in the case of records protected under Subsection
             1060      63G-2-305 (1), (2), [(39)] (40)(a)(ii), or [(39)] (40)(a)(vi); and
             1061          (iii) privacy interests or the public interest in the case of other protected records;
             1062          (d) to the extent the record is properly classified private, controlled, or protected, the
             1063      interests favoring access, considering limitations thereon, are greater than or equal to the
             1064      interests favoring restriction of access; and
             1065          (e) where access is restricted by a rule, statute, or regulation referred to in Subsection
             1066      63G-2-201 (3)(b), the court has authority independent of this chapter to order disclosure.
             1067          (8) (a) A governmental entity may disclose or authorize disclosure of private or
             1068      controlled records for research purposes if the governmental entity:
             1069          (i) determines that the research purpose cannot reasonably be accomplished without
             1070      use or disclosure of the information to the researcher in individually identifiable form;
             1071          (ii) determines that:
             1072          (A) the proposed research is bona fide; and
             1073          (B) the value of the research is greater than or equal to the infringement upon personal
             1074      privacy;
             1075          (iii) (A) requires the researcher to assure the integrity, confidentiality, and security of
             1076      the records; and
             1077          (B) requires the removal or destruction of the individual identifiers associated with the
             1078      records as soon as the purpose of the research project has been accomplished;
             1079          (iv) prohibits the researcher from:


             1080          (A) disclosing the record in individually identifiable form, except as provided in
             1081      Subsection (8)(b); or
             1082          (B) using the record for purposes other than the research approved by the governmental
             1083      entity; and
             1084          (v) secures from the researcher a written statement of the researcher's understanding of
             1085      and agreement to the conditions of this Subsection (8) and the researcher's understanding that
             1086      violation of the terms of this Subsection (8) may subject the researcher to criminal prosecution
             1087      under Section 63G-2-801 .
             1088          (b) A researcher may disclose a record in individually identifiable form if the record is
             1089      disclosed for the purpose of auditing or evaluating the research program and no subsequent use
             1090      or disclosure of the record in individually identifiable form will be made by the auditor or
             1091      evaluator except as provided by this section.
             1092          (c) A governmental entity may require indemnification as a condition of permitting
             1093      research under this Subsection (8).
             1094          (9) (a) Under Subsections 63G-2-201 (5)(b) and 63G-2-401 (6), a governmental entity
             1095      may disclose to persons other than those specified in this section records that are:
             1096          (i) private under Section 63G-2-302 ; or
             1097          (ii) protected under Section 63G-2-305 subject to Section 63G-2-309 if a claim for
             1098      business confidentiality has been made under Section 63G-2-309 .
             1099          (b) Under Subsection 63G-2-403 (11)(b), the records committee may require the
             1100      disclosure to persons other than those specified in this section of records that are:
             1101          (i) private under Section 63G-2-302 ;
             1102          (ii) controlled under Section 63G-2-304 ; or
             1103          (iii) protected under Section 63G-2-305 subject to Section 63G-2-309 if a claim for
             1104      business confidentiality has been made under Section 63G-2-309 .
             1105          (c) Under Subsection 63G-2-404 (8), the court may require the disclosure of records
             1106      that are private under Section 63G-2-302 , controlled under Section 63G-2-304 , or protected
             1107      under Section 63G-2-305 to persons other than those specified in this section.
             1108          (10) A record contained in the Management Information System, created in Section
             1109      62A-4a-1003 , that is found to be unsubstantiated, unsupported, or without merit may not be
             1110      disclosed to any person except the person who is alleged in the report to be a perpetrator of


             1111      abuse, neglect, or dependency.
             1112          (11) (a) A private record described in Subsection 63G-2-302 (2)(f) may only be
             1113      disclosed as provided in Subsection (1)(e).
             1114          (b) A protected record described in Subsection 63G-2-305 [(42)](43) may only be
             1115      disclosed as provided in Subsection (4)(c) or Section 62A-3-312 .
             1116          (12) (a) A private, protected, or controlled record described in Section 62A-16-301
             1117      shall be disclosed as required under:
             1118          (i) Subsections 62A-16-301 (1)(b), (2), and (4)(c); and
             1119          (ii) Subsections 62A-16-302 (1) and (6).
             1120          (b) A record disclosed under Subsection (12)(a) shall retain its character as private,
             1121      protected, or controlled.
             1122          Section 15. Section 63G-2-301 is amended to read:
             1123           63G-2-301. Records that must be disclosed.
             1124          (1) As used in this section:
             1125          (a) "Business address" means a single address of a governmental agency designated for
             1126      the public to contact an employee or officer of the governmental agency.
             1127          (b) "Business email address" means a single email address of a governmental agency
             1128      designated for the public to contact an employee or officer of the governmental agency.
             1129          (c) "Business telephone number" means a single telephone number of a governmental
             1130      agency designated for the public to contact an employee or officer of the governmental agency.
             1131          (2) The following records are public except to the extent they contain information
             1132      expressly permitted to be treated confidentially under the provisions of Subsections
             1133      63G-2-201 (3)(b) and (6)(a):
             1134          (a) laws;
             1135          (b) the name, gender, gross compensation, job title, job description, business address,
             1136      business email address, business telephone number, number of hours worked per pay period,
             1137      dates of employment, and relevant education, previous employment, and similar job
             1138      qualifications of a current or former employee or officer of the governmental entity, excluding:
             1139          (i) undercover law enforcement personnel; and
             1140          (ii) investigative personnel if disclosure could reasonably be expected to impair the
             1141      effectiveness of investigations or endanger any individual's safety;


             1142          (c) final opinions, including concurring and dissenting opinions, and orders that are
             1143      made by a governmental entity in an administrative, adjudicative, or judicial proceeding except
             1144      that if the proceedings were properly closed to the public, the opinion and order may be
             1145      withheld to the extent that they contain information that is private, controlled, or protected;
             1146          (d) final interpretations of statutes or rules by a governmental entity unless classified as
             1147      protected as provided in Subsection 63G-2-305 [(16) or](17) or (18);
             1148          (e) information contained in or compiled from a transcript, minutes, or report of the
             1149      open portions of a meeting of a governmental entity as provided by Title 52, Chapter 4, Open
             1150      and Public Meetings Act, including the records of all votes of each member of the
             1151      governmental entity;
             1152          (f) judicial records unless a court orders the records to be restricted under the rules of
             1153      civil or criminal procedure or unless the records are private under this chapter;
             1154          (g) unless otherwise classified as private under Section 63G-2-303 , records or parts of
             1155      records filed with or maintained by county recorders, clerks, treasurers, surveyors, zoning
             1156      commissions, the Division of Forestry, Fire, and State Lands, the School and Institutional Trust
             1157      Lands Administration, the Division of Oil, Gas, and Mining, the Division of Water Rights, or
             1158      other governmental entities that give public notice of:
             1159          (i) titles or encumbrances to real property;
             1160          (ii) restrictions on the use of real property;
             1161          (iii) the capacity of persons to take or convey title to real property; or
             1162          (iv) tax status for real and personal property;
             1163          (h) records of the Department of Commerce that evidence incorporations, mergers,
             1164      name changes, and uniform commercial code filings;
             1165          (i) data on individuals that would otherwise be private under this chapter if the
             1166      individual who is the subject of the record has given the governmental entity written
             1167      permission to make the records available to the public;
             1168          (j) documentation of the compensation that a governmental entity pays to a contractor
             1169      or private provider;
             1170          (k) summary data;
             1171          (l) voter registration records, including an individual's voting history, except for those
             1172      parts of the record that are classified as private in Subsection 63G-2-302 (1)(i);


             1173          (m) for an elected official, as defined in Section 11-47-102 , a telephone number, if
             1174      available, and email address, if available, where that elected official may be reached as required
             1175      in Title 11, Chapter 47, Access to Elected Officials;
             1176          (n) for a school community council member, a telephone number, if available, and
             1177      email address, if available, where that elected official may be reached directly as required in
             1178      Section 53A-1a-108 ; and
             1179          (o) annual audited financial statements of the Utah Educational Savings Plan described
             1180      in Section 53B-8a-111 .
             1181          (3) The following records are normally public, but to the extent that a record is
             1182      expressly exempt from disclosure, access may be restricted under Subsection 63G-2-201 (3)(b),
             1183      Section 63G-2-302 , 63G-2-304 , or 63G-2-305 :
             1184          (a) administrative staff manuals, instructions to staff, and statements of policy;
             1185          (b) records documenting a contractor's or private provider's compliance with the terms
             1186      of a contract with a governmental entity;
             1187          (c) records documenting the services provided by a contractor or a private provider to
             1188      the extent the records would be public if prepared by the governmental entity;
             1189          (d) contracts entered into by a governmental entity;
             1190          (e) any account, voucher, or contract that deals with the receipt or expenditure of funds
             1191      by a governmental entity;
             1192          (f) records relating to government assistance or incentives publicly disclosed,
             1193      contracted for, or given by a governmental entity, encouraging a person to expand or relocate a
             1194      business in Utah, except as provided in Subsection 63G-2-305 [(34)](35);
             1195          (g) chronological logs and initial contact reports;
             1196          (h) correspondence by and with a governmental entity in which the governmental entity
             1197      determines or states an opinion upon the rights of the state, a political subdivision, the public,
             1198      or any person;
             1199          (i) empirical data contained in drafts if:
             1200          (i) the empirical data is not reasonably available to the requester elsewhere in similar
             1201      form; and
             1202          (ii) the governmental entity is given a reasonable opportunity to correct any errors or
             1203      make nonsubstantive changes before release;


             1204          (j) drafts that are circulated to anyone other than:
             1205          (i) a governmental entity;
             1206          (ii) a political subdivision;
             1207          (iii) a federal agency if the governmental entity and the federal agency are jointly
             1208      responsible for implementation of a program or project that has been legislatively approved;
             1209          (iv) a government-managed corporation; or
             1210          (v) a contractor or private provider;
             1211          (k) drafts that have never been finalized but were relied upon by the governmental
             1212      entity in carrying out action or policy;
             1213          (l) original data in a computer program if the governmental entity chooses not to
             1214      disclose the program;
             1215          (m) arrest warrants after issuance, except that, for good cause, a court may order
             1216      restricted access to arrest warrants prior to service;
             1217          (n) search warrants after execution and filing of the return, except that a court, for good
             1218      cause, may order restricted access to search warrants prior to trial;
             1219          (o) records that would disclose information relating to formal charges or disciplinary
             1220      actions against a past or present governmental entity employee if:
             1221          (i) the disciplinary action has been completed and all time periods for administrative
             1222      appeal have expired; and
             1223          (ii) the charges on which the disciplinary action was based were sustained;
             1224          (p) records maintained by the Division of Forestry, Fire, and State Lands, the School
             1225      and Institutional Trust Lands Administration, or the Division of Oil, Gas, and Mining that
             1226      evidence mineral production on government lands;
             1227          (q) final audit reports;
             1228          (r) occupational and professional licenses;
             1229          (s) business licenses; and
             1230          (t) a notice of violation, a notice of agency action under Section 63G-4-201 , or similar
             1231      records used to initiate proceedings for discipline or sanctions against persons regulated by a
             1232      governmental entity, but not including records that initiate employee discipline.
             1233          (4) The list of public records in this section is not exhaustive and should not be used to
             1234      limit access to records.


             1235          Section 16. Section 63G-2-305 is amended to read:
             1236           63G-2-305. Protected records.
             1237          The following records are protected if properly classified by a governmental entity:
             1238          (1) trade secrets as defined in Section 13-24-2 if the person submitting the trade secret
             1239      has provided the governmental entity with the information specified in Section 63G-2-309 ;
             1240          (2) commercial information or nonindividual financial information obtained from a
             1241      person if:
             1242          (a) disclosure of the information could reasonably be expected to result in unfair
             1243      competitive injury to the person submitting the information or would impair the ability of the
             1244      governmental entity to obtain necessary information in the future;
             1245          (b) the person submitting the information has a greater interest in prohibiting access
             1246      than the public in obtaining access; and
             1247          (c) the person submitting the information has provided the governmental entity with
             1248      the information specified in Section 63G-2-309 ;
             1249          (3) commercial or financial information acquired or prepared by a governmental entity
             1250      to the extent that disclosure would lead to financial speculations in currencies, securities, or
             1251      commodities that will interfere with a planned transaction by the governmental entity or cause
             1252      substantial financial injury to the governmental entity or state economy;
             1253          (4) records, the disclosure of which could cause commercial injury to, or confer a
             1254      competitive advantage upon a potential or actual competitor of, a commercial project entity as
             1255      defined in Subsection 11-13-103 (4);
             1256          (5) test questions and answers to be used in future license, certification, registration,
             1257      employment, or academic examinations;
             1258          (6) records, the disclosure of which would impair governmental procurement
             1259      proceedings or give an unfair advantage to any person proposing to enter into a contract or
             1260      agreement with a governmental entity, except, subject to Subsections (1) and (2), that this
             1261      Subsection (6) does not restrict the right of a person to have access to, [once] after the contract
             1262      or grant has been awarded and signed by all parties, a bid, proposal, [or] application, or other
             1263      information submitted to or by a governmental entity in response to:
             1264          (a) [a request] an invitation for bids;
             1265          (b) a request for proposals;


             1266          (c) a request for quotes;
             1267          [(c)] (d) a grant; or
             1268          [(d)] (e) other similar document;
             1269          (7) information submitted to or by a governmental entity in response to a request for
             1270      information, except, subject to Subsections (1) and (2), that this Subsection (7) does not restrict
             1271      the right of a person to have access to the information, after:
             1272          (a) a contract directly relating to the subject of the request for information has been
             1273      awarded and signed by all parties; or
             1274          (b) (i) a final determination is made not to enter into a contract that relates to the
             1275      subject of the request for information; and
             1276          (ii) at least two years have passed after the day on which the request for information is
             1277      issued;
             1278          [(7)] (8) records that would identify real property or the appraisal or estimated value of
             1279      real or personal property, including intellectual property, under consideration for public
             1280      acquisition before any rights to the property are acquired unless:
             1281          (a) public interest in obtaining access to the information is greater than or equal to the
             1282      governmental entity's need to acquire the property on the best terms possible;
             1283          (b) the information has already been disclosed to persons not employed by or under a
             1284      duty of confidentiality to the entity;
             1285          (c) in the case of records that would identify property, potential sellers of the described
             1286      property have already learned of the governmental entity's plans to acquire the property;
             1287          (d) in the case of records that would identify the appraisal or estimated value of
             1288      property, the potential sellers have already learned of the governmental entity's estimated value
             1289      of the property; or
             1290          (e) the property under consideration for public acquisition is a single family residence
             1291      and the governmental entity seeking to acquire the property has initiated negotiations to acquire
             1292      the property as required under Section 78B-6-505 ;
             1293          [(8)] (9) records prepared in contemplation of sale, exchange, lease, rental, or other
             1294      compensated transaction of real or personal property including intellectual property, which, if
             1295      disclosed prior to completion of the transaction, would reveal the appraisal or estimated value
             1296      of the subject property, unless:


             1297          (a) the public interest in access is greater than or equal to the interests in restricting
             1298      access, including the governmental entity's interest in maximizing the financial benefit of the
             1299      transaction; or
             1300          (b) when prepared by or on behalf of a governmental entity, appraisals or estimates of
             1301      the value of the subject property have already been disclosed to persons not employed by or
             1302      under a duty of confidentiality to the entity;
             1303          [(9)] (10) records created or maintained for civil, criminal, or administrative
             1304      enforcement purposes or audit purposes, or for discipline, licensing, certification, or
             1305      registration purposes, if release of the records:
             1306          (a) reasonably could be expected to interfere with investigations undertaken for
             1307      enforcement, discipline, licensing, certification, or registration purposes;
             1308          (b) reasonably could be expected to interfere with audits, disciplinary, or enforcement
             1309      proceedings;
             1310          (c) would create a danger of depriving a person of a right to a fair trial or impartial
             1311      hearing;
             1312          (d) reasonably could be expected to disclose the identity of a source who is not
             1313      generally known outside of government and, in the case of a record compiled in the course of
             1314      an investigation, disclose information furnished by a source not generally known outside of
             1315      government if disclosure would compromise the source; or
             1316          (e) reasonably could be expected to disclose investigative or audit techniques,
             1317      procedures, policies, or orders not generally known outside of government if disclosure would
             1318      interfere with enforcement or audit efforts;
             1319          [(10)] (11) records the disclosure of which would jeopardize the life or safety of an
             1320      individual;
             1321          [(11)] (12) records the disclosure of which would jeopardize the security of
             1322      governmental property, governmental programs, or governmental recordkeeping systems from
             1323      damage, theft, or other appropriation or use contrary to law or public policy;
             1324          [(12)] (13) records that, if disclosed, would jeopardize the security or safety of a
             1325      correctional facility, or records relating to incarceration, treatment, probation, or parole, that
             1326      would interfere with the control and supervision of an offender's incarceration, treatment,
             1327      probation, or parole;


             1328          [(13)] (14) records that, if disclosed, would reveal recommendations made to the Board
             1329      of Pardons and Parole by an employee of or contractor for the Department of Corrections, the
             1330      Board of Pardons and Parole, or the Department of Human Services that are based on the
             1331      employee's or contractor's supervision, diagnosis, or treatment of any person within the board's
             1332      jurisdiction;
             1333          [(14)] (15) records and audit workpapers that identify audit, collection, and operational
             1334      procedures and methods used by the State Tax Commission, if disclosure would interfere with
             1335      audits or collections;
             1336          [(15)] (16) records of a governmental audit agency relating to an ongoing or planned
             1337      audit until the final audit is released;
             1338          [(16)] (17) records that are subject to the attorney client privilege;
             1339          [(17)] (18) records prepared for or by an attorney, consultant, surety, indemnitor,
             1340      insurer, employee, or agent of a governmental entity for, or in anticipation of, litigation or a
             1341      judicial, quasi-judicial, or administrative proceeding;
             1342          [(18)] (19) (a) (i) personal files of a state legislator, including personal correspondence
             1343      to or from a member of the Legislature; and
             1344          (ii) notwithstanding Subsection [(18)] (19)(a)(i), correspondence that gives notice of
             1345      legislative action or policy may not be classified as protected under this section; and
             1346          (b) (i) an internal communication that is part of the deliberative process in connection
             1347      with the preparation of legislation between:
             1348          (A) members of a legislative body;
             1349          (B) a member of a legislative body and a member of the legislative body's staff; or
             1350          (C) members of a legislative body's staff; and
             1351          (ii) notwithstanding Subsection [(18)] (19)(b)(i), a communication that gives notice of
             1352      legislative action or policy may not be classified as protected under this section;
             1353          [(19)] (20) (a) records in the custody or control of the Office of Legislative Research
             1354      and General Counsel, that, if disclosed, would reveal a particular legislator's contemplated
             1355      legislation or contemplated course of action before the legislator has elected to support the
             1356      legislation or course of action, or made the legislation or course of action public; and
             1357          (b) notwithstanding Subsection [(19)] (20)(a), the form to request legislation submitted
             1358      to the Office of Legislative Research and General Counsel is a public document unless a


             1359      legislator asks that the records requesting the legislation be maintained as protected records
             1360      until such time as the legislator elects to make the legislation or course of action public;
             1361          [(20)] (21) research requests from legislators to the Office of Legislative Research and
             1362      General Counsel or the Office of the Legislative Fiscal Analyst and research findings prepared
             1363      in response to these requests;
             1364          [(21)] (22) drafts, unless otherwise classified as public;
             1365          [(22)] (23) records concerning a governmental entity's strategy about:
             1366          (a) collective bargaining; or
             1367          (b) imminent or pending litigation;
             1368          [(23)] (24) records of investigations of loss occurrences and analyses of loss
             1369      occurrences that may be covered by the Risk Management Fund, the Employers' Reinsurance
             1370      Fund, the Uninsured Employers' Fund, or similar divisions in other governmental entities;
             1371          [(24)] (25) records, other than personnel evaluations, that contain a personal
             1372      recommendation concerning an individual if disclosure would constitute a clearly unwarranted
             1373      invasion of personal privacy, or disclosure is not in the public interest;
             1374          [(25)] (26) records that reveal the location of historic, prehistoric, paleontological, or
             1375      biological resources that if known would jeopardize the security of those resources or of
             1376      valuable historic, scientific, educational, or cultural information;
             1377          [(26)] (27) records of independent state agencies if the disclosure of the records would
             1378      conflict with the fiduciary obligations of the agency;
             1379          [(27)] (28) records of an institution within the state system of higher education defined
             1380      in Section 53B-1-102 regarding tenure evaluations, appointments, applications for admissions,
             1381      retention decisions, and promotions, which could be properly discussed in a meeting closed in
             1382      accordance with Title 52, Chapter 4, Open and Public Meetings Act, provided that records of
             1383      the final decisions about tenure, appointments, retention, promotions, or those students
             1384      admitted, may not be classified as protected under this section;
             1385          [(28)] (29) records of the governor's office, including budget recommendations,
             1386      legislative proposals, and policy statements, that if disclosed would reveal the governor's
             1387      contemplated policies or contemplated courses of action before the governor has implemented
             1388      or rejected those policies or courses of action or made them public;
             1389          [(29)] (30) records of the Office of the Legislative Fiscal Analyst relating to budget


             1390      analysis, revenue estimates, and fiscal notes of proposed legislation before issuance of the final
             1391      recommendations in these areas;
             1392          [(30)] (31) records provided by the United States or by a government entity outside the
             1393      state that are given to the governmental entity with a requirement that they be managed as
             1394      protected records if the providing entity certifies that the record would not be subject to public
             1395      disclosure if retained by it;
             1396          [(31)] (32) transcripts, minutes, or reports of the closed portion of a meeting of a public
             1397      body except as provided in Section 52-4-206 ;
             1398          [(32)] (33) records that would reveal the contents of settlement negotiations but not
             1399      including final settlements or empirical data to the extent that they are not otherwise exempt
             1400      from disclosure;
             1401          [(33)] (34) memoranda prepared by staff and used in the decision-making process by
             1402      an administrative law judge, a member of the Board of Pardons and Parole, or a member of any
             1403      other body charged by law with performing a quasi-judicial function;
             1404          [(34)] (35) records that would reveal negotiations regarding assistance or incentives
             1405      offered by or requested from a governmental entity for the purpose of encouraging a person to
             1406      expand or locate a business in Utah, but only if disclosure would result in actual economic
             1407      harm to the person or place the governmental entity at a competitive disadvantage, but this
             1408      section may not be used to restrict access to a record evidencing a final contract;
             1409          [(35)] (36) materials to which access must be limited for purposes of securing or
             1410      maintaining the governmental entity's proprietary protection of intellectual property rights
             1411      including patents, copyrights, and trade secrets;
             1412          [(36)] (37) the name of a donor or a prospective donor to a governmental entity,
             1413      including an institution within the state system of higher education defined in Section
             1414      53B-1-102 , and other information concerning the donation that could reasonably be expected to
             1415      reveal the identity of the donor, provided that:
             1416          (a) the donor requests anonymity in writing;
             1417          (b) any terms, conditions, restrictions, or privileges relating to the donation may not be
             1418      classified protected by the governmental entity under this Subsection [(36)] (37); and
             1419          (c) except for an institution within the state system of higher education defined in
             1420      Section 53B-1-102 , the governmental unit to which the donation is made is primarily engaged


             1421      in educational, charitable, or artistic endeavors, and has no regulatory or legislative authority
             1422      over the donor, a member of the donor's immediate family, or any entity owned or controlled
             1423      by the donor or the donor's immediate family;
             1424          [(37)] (38) accident reports, except as provided in Sections 41-6a-404 , 41-12a-202 , and
             1425      73-18-13 ;
             1426          [(38)] (39) a notification of workers' compensation insurance coverage described in
             1427      Section 34A-2-205 ;
             1428          [(39)] (40) (a) the following records of an institution within the state system of higher
             1429      education defined in Section 53B-1-102 , which have been developed, discovered, disclosed to,
             1430      or received by or on behalf of faculty, staff, employees, or students of the institution:
             1431          (i) unpublished lecture notes;
             1432          (ii) unpublished notes, data, and information:
             1433          (A) relating to research; and
             1434          (B) of:
             1435          (I) the institution within the state system of higher education defined in Section
             1436      53B-1-102 ; or
             1437          (II) a sponsor of sponsored research;
             1438          (iii) unpublished manuscripts;
             1439          (iv) creative works in process;
             1440          (v) scholarly correspondence; and
             1441          (vi) confidential information contained in research proposals;
             1442          (b) Subsection [(39)] (40)(a) may not be construed to prohibit disclosure of public
             1443      information required pursuant to Subsection 53B-16-302 (2)(a) or (b); and
             1444          (c) Subsection [(39)] (40)(a) may not be construed to affect the ownership of a record;
             1445          [(40)] (41) (a) records in the custody or control of the Office of Legislative Auditor
             1446      General that would reveal the name of a particular legislator who requests a legislative audit
             1447      prior to the date that audit is completed and made public; and
             1448          (b) notwithstanding Subsection [(40)] (41)(a), a request for a legislative audit
             1449      submitted to the Office of the Legislative Auditor General is a public document unless the
             1450      legislator asks that the records in the custody or control of the Office of Legislative Auditor
             1451      General that would reveal the name of a particular legislator who requests a legislative audit be


             1452      maintained as protected records until the audit is completed and made public;
             1453          [(41)] (42) records that provide detail as to the location of an explosive, including a
             1454      map or other document that indicates the location of:
             1455          (a) a production facility; or
             1456          (b) a magazine;
             1457          [(42)] (43) information:
             1458          (a) contained in the statewide database of the Division of Aging and Adult Services
             1459      created by Section 62A-3-311.1 ; or
             1460          (b) received or maintained in relation to the Identity Theft Reporting Information
             1461      System (IRIS) established under Section 67-5-22 ;
             1462          [(43)] (44) information contained in the Management Information System and
             1463      Licensing Information System described in Title 62A, Chapter 4a, Child and Family Services;
             1464          [(44)] (45) information regarding National Guard operations or activities in support of
             1465      the National Guard's federal mission;
             1466          [(45)] (46) records provided by any pawn or secondhand business to a law enforcement
             1467      agency or to the central database in compliance with Title 13, Chapter 32a, Pawnshop and
             1468      Secondhand Merchandise Transaction Information Act;
             1469          [(46)] (47) information regarding food security, risk, and vulnerability assessments
             1470      performed by the Department of Agriculture and Food;
             1471          [(47)] (48) except to the extent that the record is exempt from this chapter pursuant to
             1472      Section 63G-2-106 , records related to an emergency plan or program, a copy of which is
             1473      provided to or prepared or maintained by the Division of Emergency Management, and the
             1474      disclosure of which would jeopardize:
             1475          (a) the safety of the general public; or
             1476          (b) the security of:
             1477          (i) governmental property;
             1478          (ii) governmental programs; or
             1479          (iii) the property of a private person who provides the Division of Emergency
             1480      Management information;
             1481          [(48)] (49) records of the Department of Agriculture and Food that provides for the
             1482      identification, tracing, or control of livestock diseases, including any program established under


             1483      Title 4, Chapter 24, Utah Livestock Brand and Anti-theft Act or Title 4, Chapter 31, Control of
             1484      Animal Disease;
             1485          [(49)] (50) as provided in Section 26-39-501 :
             1486          (a) information or records held by the Department of Health related to a complaint
             1487      regarding a child care program or residential child care which the department is unable to
             1488      substantiate; and
             1489          (b) information or records related to a complaint received by the Department of Health
             1490      from an anonymous complainant regarding a child care program or residential child care;
             1491          [(50)] (51) unless otherwise classified as public under Section 63G-2-301 and except
             1492      as provided under Section 41-1a-116 , an individual's home address, home telephone number,
             1493      or personal mobile phone number, if:
             1494          (a) the individual is required to provide the information in order to comply with a law,
             1495      ordinance, rule, or order of a government entity; and
             1496          (b) the subject of the record has a reasonable expectation that this information will be
             1497      kept confidential due to:
             1498          (i) the nature of the law, ordinance, rule, or order; and
             1499          (ii) the individual complying with the law, ordinance, rule, or order;
             1500          [(51)] (52) the name, home address, work addresses, and telephone numbers of an
             1501      individual that is engaged in, or that provides goods or services for, medical or scientific
             1502      research that is:
             1503          (a) conducted within the state system of higher education, as defined in Section
             1504      53B-1-102 ; and
             1505          (b) conducted using animals;
             1506          [(52)] (53) an initial proposal under Title 63M, Chapter 1, Part 26, Government
             1507      Procurement Private Proposal Program, to the extent not made public by rules made under that
             1508      chapter;
             1509          [(53)] (54) in accordance with Section 78A-12-203 , any record of the Judicial
             1510      Performance Evaluation Commission concerning an individual commissioner's vote on
             1511      whether or not to recommend that the voters retain a judge;
             1512          [(54)] (55) information collected and a report prepared by the Judicial Performance
             1513      Evaluation Commission concerning a judge, unless Section 20A-7-702 or Title 78A, Chapter


             1514      12, Judicial Performance Evaluation Commission Act, requires disclosure of, or makes public,
             1515      the information or report;
             1516          [(55)] (56) records contained in the Management Information System created in
             1517      Section 62A-4a-1003 ;
             1518          [(56)] (57) records provided or received by the Public Lands Policy Coordinating
             1519      Office in furtherance of any contract or other agreement made in accordance with Section
             1520      63J-4-603 ;
             1521          [(57)] (58) information requested by and provided to the Utah State 911 Committee
             1522      under Section 53-10-602 ;
             1523          [(58)] (59) recorded Children's Justice Center investigative interviews, both video and
             1524      audio, the release of which are governed by Section 77-37-4 ;
             1525          [(59)] (60) in accordance with Section 73-10-33 :
             1526          (a) a management plan for a water conveyance facility in the possession of the Division
             1527      of Water Resources or the Board of Water Resources; or
             1528          (b) an outline of an emergency response plan in possession of the state or a county or
             1529      municipality;
             1530          [(60)] (61) the following records in the custody or control of the Office of Inspector
             1531      General of Medicaid Services, created in Section 63J-4a-201 :
             1532          (a) records that would disclose information relating to allegations of personal
             1533      misconduct, gross mismanagement, or illegal activity of a person if the information or
             1534      allegation cannot be corroborated by the Office of Inspector General of Medicaid Services
             1535      through other documents or evidence, and the records relating to the allegation are not relied
             1536      upon by the Office of Inspector General of Medicaid Services in preparing a final investigation
             1537      report or final audit report;
             1538          (b) records and audit workpapers to the extent they would disclose the identity of a
             1539      person who, during the course of an investigation or audit, communicated the existence of any
             1540      Medicaid fraud, waste, or abuse, or a violation or suspected violation of a law, rule, or
             1541      regulation adopted under the laws of this state, a political subdivision of the state, or any
             1542      recognized entity of the United States, if the information was disclosed on the condition that
             1543      the identity of the person be protected;
             1544          (c) before the time that an investigation or audit is completed and the final


             1545      investigation or final audit report is released, records or drafts circulated to a person who is not
             1546      an employee or head of a governmental entity for the person's response or information;
             1547          (d) records that would disclose an outline or part of any investigation, audit survey
             1548      plan, or audit program; or
             1549          (e) requests for an investigation or audit, if disclosure would risk circumvention of an
             1550      investigation or audit;
             1551          [(61)] (62) records that reveal methods used by the Office of Inspector General of
             1552      Medicaid Services, the fraud unit, or the Department of Health, to discover Medicaid fraud,
             1553      waste, or abuse;
             1554          [(62)] (63) information provided to the Department of Health or the Division of
             1555      Occupational and Professional Licensing under Subsection 58-68-304 (3) or (4); and
             1556          [(63)] (64) a record described in Section 63G-12-210 .
             1557          Section 17. Section 63G-2-309 is amended to read:
             1558           63G-2-309. Confidentiality claims.
             1559          (1) (a) (i) Any person who provides to a governmental entity a record that the person
             1560      believes should be protected under Subsection 63G-2-305 (1) or (2) or both Subsections
             1561      63G-2-305 (1) and (2) shall provide with the record:
             1562          (A) a written claim of business confidentiality; and
             1563          (B) a concise statement of reasons supporting the claim of business confidentiality.
             1564          (ii) Any of the following who provides to an institution within the state system of
             1565      higher education defined in Section 53B-1-102 a record that the person or governmental entity
             1566      believes should be protected under Subsection 63G-2-305 [(39)](40)(a)(ii) or (vi) or both
             1567      Subsections 63G-2-305 [(39)](40)(a)(ii) and (vi) shall provide the institution within the state
             1568      system of higher education a written claim of business confidentiality in accordance with
             1569      Section 53B-16-304 :
             1570          (A) a person;
             1571          (B) a federal governmental entity;
             1572          (C) a state governmental entity; or
             1573          (D) a local governmental entity.
             1574          (b) A person or governmental entity who complies with this Subsection (1) shall be
             1575      notified by the governmental entity to whom the request for a record is made if:


             1576          (i) a record claimed to be protected under one of the following is classified public:
             1577          (A) Subsection 63G-2-305 (1);
             1578          (B) Subsection 63G-2-305 (2);
             1579          (C) Subsection 63G-2-305 [(39)](40)(a)(ii);
             1580          (D) Subsection 63G-2-305 [(39)](40)(a)(vi); or
             1581          (E) a combination of the provisions described in Subsections (1)(b)(i)(A) through (D);
             1582      or
             1583          (ii) the governmental entity to whom the request for a record is made determines that
             1584      the record claimed to be protected under a provision listed in Subsection (1)(b)(i) should be
             1585      released after balancing interests under Subsection 63G-2-201 (5)(b) or 63G-2-401 (6).
             1586          (2) Except as provided by court order, the governmental entity to whom the request for
             1587      a record is made may not disclose a record claimed to be protected under a provision listed in
             1588      Subsection (1)(b)(i) but which the governmental entity or records committee determines should
             1589      be disclosed until the period in which to bring an appeal expires or the end of the appeals
             1590      process, including judicial appeal. This Subsection (2) does not apply where the claimant, after
             1591      notice, has waived the claim by not appealing or intervening before the records committee.
             1592          (3) Disclosure or acquisition of information under this chapter does not constitute
             1593      misappropriation under Subsection 13-24-2 (2).
             1594          Section 18. Section 63G-2-403 is amended to read:
             1595           63G-2-403. Appeals to the records committee.
             1596          (1) A petitioner, including an aggrieved person who did not participate in the appeal to
             1597      the governmental entity's chief administrative officer, may appeal to the records committee by
             1598      filing a notice of appeal with the executive secretary no later than:
             1599          (a) 30 days after the day on which the chief administrative officer of the governmental
             1600      entity grants or denies the record request in whole or in part, including a denial under
             1601      Subsection 63G-2-204 (8);
             1602          (b) 45 days after the day on which the original request for a record is made if:
             1603          (i) the circumstances described in Subsection 63G-2-401 (1)(b) occur; and
             1604          (ii) the chief administrative officer failed to make a determination under Section
             1605      63G-2-401 .
             1606          (2) The notice of appeal shall contain the following information:


             1607          (a) the petitioner's name, mailing address, and daytime telephone number;
             1608          (b) a copy of any denial of the record request; and
             1609          (c) the relief sought.
             1610          (3) The petitioner:
             1611          (a) shall, on the day on which the petitioner files an appeal to the records committee,
             1612      serve a copy of the appeal on the government entity, described in Subsection (1), to which the
             1613      appeal relates; and
             1614          (b) may file a short statement of facts, reasons, and legal authority in support of the
             1615      appeal.
             1616          (4) (a) Except as provided in Subsection (4)(b), no later than five business days after
             1617      receiving a notice of appeal, the executive secretary of the records committee shall:
             1618          (i) schedule a hearing for the records committee to discuss the appeal at the next
             1619      regularly scheduled committee meeting falling at least 14 days after the date the notice of
             1620      appeal is filed but no longer than 52 calendar days after the date the notice of appeal was filed
             1621      except that the records committee may schedule an expedited hearing upon application of the
             1622      petitioner and good cause shown;
             1623          (ii) send a copy of the notice of hearing to the petitioner; and
             1624          (iii) send a copy of the notice of appeal, supporting statement, and a notice of hearing
             1625      to:
             1626          (A) each member of the records committee;
             1627          (B) the records officer and the chief administrative officer of the governmental entity
             1628      from which the appeal originated;
             1629          (C) any person who made a business confidentiality claim under Section 63G-2-309 for
             1630      a record that is the subject of the appeal; and
             1631          (D) all persons who participated in the proceedings before the governmental entity's
             1632      chief administrative officer.
             1633          (b) (i) The executive secretary of the records committee may decline to schedule a
             1634      hearing if the record series that is the subject of the appeal has been found by the committee in
             1635      a previous hearing involving the same government entity to be appropriately classified as
             1636      private, controlled, or protected.
             1637          (ii) (A) If the executive secretary of the records committee declines to schedule a


             1638      hearing, the executive secretary of the records committee shall send a notice to the petitioner
             1639      indicating that the request for hearing has been denied and the reason for the denial.
             1640          (B) The committee shall make rules to implement this section as provided by Title
             1641      63G, Chapter 3, Utah Administrative Rulemaking Act.
             1642          (5) (a) A written statement of facts, reasons, and legal authority in support of the
             1643      governmental entity's position must be submitted to the executive secretary of the records
             1644      committee not later than five business days before the hearing.
             1645          (b) The governmental entity shall send a copy of the written statement to the petitioner
             1646      by first class mail, postage prepaid. The executive secretary shall forward a copy of the written
             1647      statement to each member of the records committee.
             1648          (6) (a) No later than 10 business days after the notice of appeal is sent by the executive
             1649      secretary, a person whose legal interests may be substantially affected by the proceeding may
             1650      file a request for intervention before the records committee.
             1651          (b) Any written statement of facts, reasons, and legal authority in support of the
             1652      intervener's position shall be filed with the request for intervention.
             1653          (c) The person seeking intervention shall provide copies of the statement described in
             1654      Subsection (6)(b) to all parties to the proceedings before the records committee.
             1655          (7) The records committee shall hold a hearing within the period of time described in
             1656      Subsection (4).
             1657          (8) At the hearing, the records committee shall allow the parties to testify, present
             1658      evidence, and comment on the issues. The records committee may allow other interested
             1659      persons to comment on the issues.
             1660          (9) (a) The records committee may review the disputed records. However, if the
             1661      committee is weighing the various interests under Subsection (11), the committee must review
             1662      the disputed records. The review shall be in camera.
             1663          (b) Members of the records committee may not disclose any information or record
             1664      reviewed by the committee in camera unless the disclosure is otherwise authorized by this
             1665      chapter.
             1666          (10) (a) Discovery is prohibited, but the records committee may issue subpoenas or
             1667      other orders to compel production of necessary evidence.
             1668          (b) When the subject of a records committee subpoena disobeys or fails to comply with


             1669      the subpoena, the records committee may file a motion for an order to compel obedience to the
             1670      subpoena with the district court.
             1671          (c) The records committee's review shall be de novo.
             1672          (11) (a) No later than seven business days after the hearing, the records committee shall
             1673      issue a signed order either granting the petition in whole or in part or upholding the
             1674      determination of the governmental entity in whole or in part.
             1675          (b) Except as provided in Section 63G-2-406 , the records committee may, upon
             1676      consideration and weighing of the various interests and public policies pertinent to the
             1677      classification and disclosure or nondisclosure, order the disclosure of information properly
             1678      classified as private, controlled, or protected if the public interest favoring access is greater
             1679      than or equal to the interest favoring restriction of access.
             1680          (c) In making a determination under Subsection (11)(b), the records committee shall
             1681      consider and, where appropriate, limit the requester's use and further disclosure of the record in
             1682      order to protect:
             1683          (i) privacy interests in the case of a private or controlled record;
             1684          (ii) business confidentiality interests in the case of a record protected under Subsection
             1685      63G-2-305 (1), (2), [(39)] (40)(a)(ii), or [(39)] (40)(a)(vi); and
             1686          (iii) privacy interests or the public interest in the case of other protected records.
             1687          (12) The order of the records committee shall include:
             1688          (a) a statement of reasons for the decision, including citations to this chapter, court rule
             1689      or order, another state statute, federal statute, or federal regulation that governs disclosure of
             1690      the record, provided that the citations do not disclose private, controlled, or protected
             1691      information;
             1692          (b) a description of the record or portions of the record to which access was ordered or
             1693      denied, provided that the description does not disclose private, controlled, or protected
             1694      information or information exempt from disclosure under Subsection 63G-2-201 (3)(b);
             1695          (c) a statement that any party to the proceeding before the records committee may
             1696      appeal the records committee's decision to district court; and
             1697          (d) a brief summary of the appeals process, the time limits for filing an appeal, and a
             1698      notice that in order to protect its rights on appeal, the party may wish to seek advice from an
             1699      attorney.


             1700          (13) If the records committee fails to issue a decision within 57 calendar days of the
             1701      filing of the notice of appeal, that failure shall be considered the equivalent of an order denying
             1702      the appeal. The petitioner shall notify the records committee in writing if the petitioner
             1703      considers the appeal denied.
             1704          (14) (a) Unless a notice of intent to appeal is filed under Subsection (14)(b), each party
             1705      to the proceeding shall comply with the order of the records committee.
             1706          (b) If a party disagrees with the order of the records committee, that party may file a
             1707      notice of intent to appeal the order of the records committee.
             1708          (c) If the records committee orders the governmental entity to produce a record and no
             1709      appeal is filed, or if, as a result of the appeal, the governmental entity is required to produce a
             1710      record, the governmental entity shall:
             1711          (i) produce the record; and
             1712          (ii) file a notice of compliance with the records committee.
             1713          (d) (i) If the governmental entity that is ordered to produce a record fails to file a notice
             1714      of compliance or a notice of intent to appeal, the records committee may do either or both of
             1715      the following:
             1716          (A) impose a civil penalty of up to $500 for each day of continuing noncompliance; or
             1717          (B) send written notice of the governmental entity's noncompliance to:
             1718          (I) the governor for executive branch entities;
             1719          (II) the Legislative Management Committee for legislative branch entities; and
             1720          (III) the Judicial Council for judicial branch agencies entities.
             1721          (ii) In imposing a civil penalty, the records committee shall consider the gravity and
             1722      circumstances of the violation, including whether the failure to comply was due to neglect or
             1723      was willful or intentional.
             1724          Section 19. Section 63G-2-406 is amended to read:
             1725           63G-2-406. Evidentiary standards for release of certain enforcement and
             1726      litigation records.
             1727          (1) A record that is classified as protected under Subsection 63G-2-305 [(9), (16), (17),
             1728      (22), (23), or (32)](10), (17), (18), (23), (24), or (33) may be ordered to be disclosed under the
             1729      provisions of Subsection 63G-2-401 (6), 63G-2-403 (11)(b), or 63G-2-404 (8)(a) only if the
             1730      person or party seeking disclosure of the record has established, by a preponderance of the


             1731      evidence, that the public interest favoring access is equal to or greater than the interest favoring
             1732      restriction of access.
             1733          (2) A record that is classified as protected under Subsection 63G-2-305 [(10)](11) may
             1734      be ordered to be disclosed under the provisions of Subsection 63G-2-401 (6),
             1735      63G-2-403 (11)(b), or 63G-2-404 (8) only if the person or party seeking disclosure of the record
             1736      has established, by clear and convincing evidence, that the public interest favoring access is
             1737      equal to or greater than the interest favoring restriction of access.
             1738          Section 20. Section 63G-6a-103 (Effective 05/01/13) is amended to read:
             1739           63G-6a-103 (Effective 05/01/13). Definitions.
             1740          As used in this chapter:
             1741          [(1) "Appeals board" means:]
             1742          [(a) the Procurement Appeals Board created under Subsection 63G-6a-1702 (1); or]
             1743          [(b) a board created under Subsection 63G-6a-1702 (5).]
             1744          [(2) "Applicable rulemaking authority" means:]
             1745          [(a) as it relates to the state legislative branch, the Legislative Management Committee,
             1746      except to the extent that the Legislature passes a rule that supercedes or conflicts with a rule
             1747      made by the Legislative Management Committee;]
             1748          [(b) as it relates to the state judicial branch, the Judicial Council;]
             1749          [(c) as it relates to a local public procurement unit, other than a local public
             1750      procurement unit described in Subsections (2)(d) through (h), the board; or]
             1751          [(d) as it relates to a municipality or county that adopts this chapter, the legislative
             1752      body of the municipality or county, not as a delegation of authority from the Legislature, but
             1753      under the municipality's or county's own legislative authority;]
             1754          [(e) as it relates to a school district or a public school, the Procurement Policy Board,
             1755      except to the extent that a school district makes its own non-administrative rules, with respect
             1756      to a particular subject, that do not conflict with the provisions of this chapter;]
             1757          [(f) as it relates to a state institution of higher education, the State Board of Regents;]
             1758          [(g) as it relates to a public transit district organized under Title 17B, Chapter 2a, Part
             1759      8, Public Transit District Act, the governing board of the public transit district;]
             1760          [(h) as it relates to a local district or a special service district, the board, except to the
             1761      extent that the local district or special service district enacts its own rules:]


             1762          [(i) with respect to a subject addressed by board rules; or]
             1763          [(ii) that are in addition to board rules;]
             1764          [(i) as it relates to the following entities, but only to the extent that the rules relate to
             1765      procurement authority expressly granted to the entity by statute:]
             1766          [(i) the State Building Board, created in Section 63A-5-101 ;]
             1767          [(ii) the Division of Facilities Construction and Management created in Section
             1768      63A-5-201 ;]
             1769          [(iii) the attorney general's office; or]
             1770          [(iv) the Department of Transportation, created in Section 72-1-201 ;]
             1771          [(j) as it relates to the state executive branch and all public procurement units other
             1772      than those described in Subsections (2)(a) through (h), the board; or]
             1773          [(k) as it relates to an entity described in Subsection (2)(i), except to the extent that the
             1774      rules relate to procurement authority expressly granted to the entity by statute, the board.]
             1775          [(3)] (1) "Architect-engineer services" means:
             1776          (a) professional services within the scope of the practice of architecture as defined in
             1777      Section 58-3a-102 ; or
             1778          (b) professional engineering as defined in Section 58-22-102 .
             1779          [(4)] (2) "Bidder" means a person who responds to an invitation for bids.
             1780          [(5) "Board" means the Utah State Procurement Policy Board, created in Section
             1781      63G-6a-202 .]
             1782          [(6) "Building board" means the State Building Board created in Section 63A-5-101 .]
             1783          [(7)] (3) "Change [order] directive" means[: (a)] a written order signed by the
             1784      procurement officer that directs the contractor to suspend work or make changes, as authorized
             1785      by contract, without the consent of the contractor[; or].
             1786          [(b)] (4) "Change order" means a written alteration in specifications, delivery point,
             1787      rate of delivery, period of performance, price, quantity, or other provisions of a contract, upon
             1788      mutual agreement of the parties to the contract.
             1789          [(8)] (5) "Chief procurement officer" means the chief procurement officer appointed
             1790      under Subsection 63G-6a-302 (1).
             1791          [(9)] (6) (a) "Construction" means the process of building, renovating, altering,
             1792      improving, or repairing a public building or public work.


             1793          (b) "Construction" does not include the routine operation, routine repair, or routine
             1794      maintenance of an existing structure, building, or real property.
             1795          [(10)] (7) (a) "Construction manager/general contractor" means a contractor who enters
             1796      into a contract for the management of a construction project when the contract allows the
             1797      contractor to subcontract for additional labor and materials that are not included in the
             1798      contractor's cost proposal submitted at the time of the procurement of the contractor's services.
             1799          (b) "Construction manager/general contractor" does not include a contractor whose
             1800      only subcontract work not included in the contractor's cost proposal submitted as part of the
             1801      procurement of the contractor's services is to meet subcontracted portions of change orders
             1802      approved within the scope of the project.
             1803          [(11)] (8) "Contract" means an agreement for the procurement or disposal of a
             1804      procurement item.
             1805          [(12)] (9) "Contractor" means a person who is awarded a contract with a [public]
             1806      procurement unit.
             1807          [(13)] (10) "Cooperative [purchasing] procurement" means procurement conducted by,
             1808      or on behalf of, more than one [public] procurement unit, or by a [public] procurement unit and
             1809      an external procurement unit.
             1810          (11) "Cost-plus-a-percentage-of-cost contract" means a contract where the contractor is
             1811      paid a percentage over and above the contractor's actual expenses or costs.
             1812          [(14)] (12) "Cost-reimbursement contract" means a contract under which a contractor
             1813      is reimbursed for costs which are allowed and allocated in accordance with the contract terms
             1814      and the provisions of this chapter, and a fee, if any.
             1815          [(15)] (13) "Days" means calendar days, unless expressly provided otherwise.
             1816          (14) "Definite quantity contract" means a fixed price contract that provides for the
             1817      supply of a specified amount of goods over a specified period, with deliveries scheduled
             1818      according to a specified schedule.
             1819          [(16)] (15) "Design-build" means the procurement of architect-engineer services and
             1820      construction by the use of a single contract with the design-build provider.
             1821          [(17)] (16) "Director" means the director of the division.
             1822          [(18) "Division" means the Division of Purchasing and General Services.]
             1823          [(19)] (17) "Established catalogue price" means the price included in a catalogue, price


             1824      list, schedule, or other form that:
             1825          (a) is regularly maintained by a manufacturer or contractor;
             1826          (b) is either published or otherwise available for inspection by customers; and
             1827          (c) states prices at which sales are currently or were last made to a significant number
             1828      of any category of buyers or buyers constituting the general buying public for the supplies or
             1829      services involved.
             1830          (18) "Fixed price contract" means a contract that provides a price, for each
             1831      procurement item obtained under the contract, that is not subject to adjustment except to the
             1832      extent that:
             1833          (a) the contract provides, under circumstances specified in the contract, for an
             1834      adjustment in price that is not based on cost to the contractor; or
             1835          (b) an adjustment is required by law.
             1836          (19) "Fixed price contract with price adjustment" means a fixed price contract that
             1837      provides for an upward or downward revision of price, precisely described in the contract, that:
             1838          (a) is based on the consumer price index or another commercially acceptable index,
             1839      source, or formula; and
             1840          (b) is not based on a percentage of the cost to the contractor.
             1841          (20) (a) "Grant" means furnishing, by a public entity or by any other public or private
             1842      source, financial or other assistance to a person to support a program authorized by law.
             1843          (b) "Grant" does not include:
             1844          (i) an award whose primary purpose is to procure an end product or procurement item;
             1845      or
             1846          (ii) a contract that is awarded as a result of a procurement or a procurement process.
             1847          (21) "Head of a [public] procurement unit" means:
             1848          (a) as it relates to [the state legislative branch] a legislative procurement unit, any
             1849      person designated by rule made by the applicable rulemaking authority;
             1850          (b) as it relates to [the state executive branch] an executive branch procurement unit:
             1851          (i) the director of a division; or
             1852          (ii) any other person designated by the board, by rule;
             1853          (c) as it relates to [the state judicial branch] a judicial procurement unit:
             1854          (i) the Judicial Council; or


             1855          (ii) any other person designated by the Judicial Council, by rule;
             1856          [(d) as it relates to a local public procurement unit, other than a local public
             1857      procurement unit described in Subsections (21)(e) through (i):]
             1858          [(i) the appointed or elected head of the local public procurement unit; or]
             1859          [(ii) any other person designated by the board, by rule;]
             1860          [(e)] (d) as it relates to a local [public] government procurement unit [that is a
             1861      municipality or a county]:
             1862          (i) the legislative body of the [municipality or county] local government procurement
             1863      unit; or
             1864          (ii) any other person designated by the [municipality or county] local government
             1865      procurement unit;
             1866          (e) as it relates to a local district, the board of trustees of the local district or a designee
             1867      of the board of trustees;
             1868          (f) as it relates to a special service district, the governing body of the special service
             1869      district or a designee of the governing body;
             1870          (g) as it relates to a local building authority, the board of directors of the local building
             1871      authority or a designee of the board of directors;
             1872          (h) as it relates to a conservation district, the board of supervisors of the conservation
             1873      district or a designee of the board of supervisors;
             1874          (i) as it relates to a public corporation, the board of directors of the public corporation
             1875      or a designee of the board of directors;
             1876          [(f)] (j) as it relates to a school district or any school or entity within a school district,
             1877      the board of the school district, or the board's designee;
             1878          [(g)] (k) as it relates to a charter school, the individual or body with executive authority
             1879      over the charter school, or the individual's or body's designee;
             1880          [(h)] (l) as it relates to an institution of higher education of the state, the president of
             1881      the institution of higher education, or the president's designee; or
             1882          [(i) as it relates to a local district or a special service district, the governing body of the
             1883      local district or special service district.]
             1884          [(22) "Head of an authorized purchasing entity" means:]
             1885          [(a) as it relates to the division, the chief procurement officer;]


             1886          [(b) to the extent that the entities have express statutory authority to engage in a
             1887      procurement without the involvement of the division:]
             1888          [(i) as it relates to the State Building Board, created in Section 63A-5-101 , the State
             1889      Building Board;]
             1890          [(ii) as it relates to the Division of Facilities Construction and Management created in
             1891      Section 63A-5-201 , the director of the Division of Facilities Construction and Management;]
             1892          [(iii) as it relates to the attorney general's office, the attorney general;]
             1893          [(iv) as it relates to the Department of Transportation, created in Section 72-1-201 , the
             1894      executive director of the Department of Transportation; or]
             1895          [(v) as it relates to a district court, a person designated by the Judicial Council, by
             1896      rule;]
             1897          [(c) as it relates to an institution of higher education of the state, the president of the
             1898      institution of higher education of the state;]
             1899          [(d) as it relates to a school district, the board of the school district;]
             1900          [(e) as it relates to a public school, including a local school board, the board of the
             1901      school district;]
             1902          [(f) as it relates to a charter school, a person designated by the charter school;]
             1903          [(g) as it relates to a non-executive state procurement unit, a person designated by the
             1904      applicable rulemaking authority; or]
             1905          [(h) as it relates to a local district or a special service district, the governing body of the
             1906      local district or special service district.]
             1907          (m) as it relates to a public transit district, the board of trustees or a designee of the
             1908      board of trustees.
             1909          (22) "Indefinite quantity contract" means a fixed price contract that:
             1910          (a) is for an indefinite amount of procurement items to be supplied as ordered by a
             1911      procurement unit; and
             1912          (b) (i) does not require a minimum purchase amount; or
             1913          (ii) provides a maximum purchase limit.
             1914          (23) "Independent procurement authority" means authority granted to a procurement
             1915      unit, under Subsection 63G-6a-108 (2), to engage in a procurement without oversight or control
             1916      of the division.


             1917          [(23)] (24) "Invitation for bids" includes all documents, including documents that are
             1918      attached or incorporated by reference, used for soliciting bids to provide a procurement item to
             1919      a [public] procurement unit.
             1920          (25) "Issuing procurement unit" means:
             1921          (a) the division, if the division issues the invitation for bids or the request for
             1922      proposals; or
             1923          (b) the procurement unit, with independent procurement authority, that issues the
             1924      invitation for bids or the request for proposals.
             1925          (26) "Labor hour contract" is a contract where:
             1926          (a) the supplies and materials are not provided by, or through, the contractor; and
             1927          (b) the contractor is paid a fixed rate that includes the cost of labor, overhead, and
             1928      profit for a specified number of labor hours or days.
             1929          [(24)] (27) "Multiple award contracts" means the award of a contract for an indefinite
             1930      quantity of a procurement item to more than one bidder or offeror.
             1931          [(25)] (28) "Multiyear contract" means a contract that extends beyond a one-year
             1932      period, including a contract that permits renewal of the contract, without competition, beyond
             1933      the first year of the contract.
             1934          [(26)] (29) "Municipality" means a city or a town.
             1935          [(27)] (30) "Offeror" means a person who responds to a request for proposals.
             1936          [(28)] (31) "Preferred bidder" means a bidder that is entitled to receive a reciprocal
             1937      preference under the requirements of this chapter.
             1938          [(29)] (32) (a) "Procure" or "procurement" means buying, purchasing, renting, leasing,
             1939      leasing with an option to purchase, or otherwise acquiring a procurement item.
             1940          (b) "Procure" or "procurement" includes all functions that pertain to the obtaining of a
             1941      procurement item, including:
             1942          (i) the description of requirements;
             1943          (ii) the selection process;
             1944          (iii) solicitation of sources;
             1945          (iv) the preparation for soliciting a procurement item;
             1946          (v) the award of a contract; and
             1947          (vi) all phases of contract administration.


             1948          [(30)] (33) "Procurement item" means a supply, a service, construction, or technology.
             1949          [(31) "Procurement officer" means:]
             1950          [(a) as it relates to the state legislative branch, the head of a public procurement unit in
             1951      the legislative branch;]
             1952          [(b) as it relates to the state judicial branch, the head of a public procurement unit in
             1953      the state judicial branch;]
             1954          [(c) as it relates to the state executive branch, the chief procurement officer;]
             1955          [(d) as it relates to a local public procurement unit other than a local public
             1956      procurement unit described in Subsection (31)(e) or (f), the chief procurement officer;]
             1957          [(e) as it relates to a municipality or county that adopts this chapter, the legislative
             1958      body of the municipality or county; or]
             1959          [(f) as it relates to a state purchasing unit, the head of the state purchasing unit, or a
             1960      designee of the head of the state purchasing unit.]
             1961          (34) "Procurement officer" means:
             1962          (a) as it relates to a procurement unit with independent procurement authority:
             1963          (i) the head of the procurement unit;
             1964          (ii) a designee of the head of the procurement unit; or
             1965          (iii) a person designated by rule made by the applicable rulemaking authority; or
             1966          (b) as it relates to the division or a procurement unit without independent procurement
             1967      authority, the chief procurement officer.
             1968          [(32)] (35) "Professional service" means a service that requires a high degree of
             1969      specialized knowledge and discretion in the performance of the service, including:
             1970          (a) legal services;
             1971          (b) consultation services;
             1972          (c) architectural services;
             1973          (d) engineering;
             1974          (e) design;
             1975          (f) underwriting;
             1976          (g) bond counsel;
             1977          (h) financial advice; [or]
             1978          (i) construction management[.];


             1979          [(33) "Protest officer" means:]
             1980          [(a) as it relates to a state purchasing unit, the head of the state purchasing unit or a
             1981      designee of the head of the state purchasing unit;]
             1982          [(b) as it relates to a local public procurement unit, the purchasing officer or the
             1983      governing body of the local public procurement unit, or a designee of either; or]
             1984          [(c) as it relates to a public procurement unit other than a public procurement unit
             1985      described in Subsection (1)(a) or (b), the chief procurement officer or the chief procurement
             1986      officer's designee.]
             1987          (j) medical services;
             1988          (k) psychiatric services; or
             1989          (l) counseling services.
             1990          (36) "Protest officer" means:
             1991          (a) as it relates to the division or a procurement unit with independent procurement
             1992      authority:
             1993          (i) the head of the procurement unit;
             1994          (ii) a designee of the head of the procurement unit; or
             1995          (iii) a person designated by rule made by the applicable rulemaking authority; or
             1996          (b) as it relates to a procurement unit without independent procurement authority, the
             1997      chief procurement officer or the chief procurement officer's designee.
             1998          [(34)] (37) "Request for information" means a nonbinding process where a [public]
             1999      procurement unit requests information relating to a procurement item.
             2000          [(35)] (38) "Request for proposals" includes all documents, including documents that
             2001      are attached or incorporated by reference, used for soliciting proposals to provide a
             2002      procurement item to a [public] procurement unit.
             2003          (39) "Requirements contract" means a contract:
             2004          (a) where a contractor agrees to provide a procurement unit's entire requirements for
             2005      certain procurement items at prices specified in the contract during the contract period; and
             2006          (b) that:
             2007          (i) does not require a minimum purchase amount; or
             2008          (ii) provides a maximum purchase limit.
             2009          [(36)] (40) "Responsible" means that a bidder or offeror:


             2010          (a) is capable, in all respects, to fully perform the contract requirements solicited in an
             2011      invitation for bids or a request for proposals; and
             2012          (b) has the integrity and reliability to ensure good faith performance.
             2013          [(37)] (41) "Responsive" means that a bidder or offeror submits a response to an
             2014      invitation for bids or a request for proposals that conforms in all material respects to the
             2015      invitation for bids or request for proposals.
             2016          [(38)] (42) "Sealed" means manually or electronically sealed and submitted bids or
             2017      proposals.
             2018          [(39)] (43) (a) "Services" means the furnishing of labor, time, or effort by a contractor,
             2019      not involving the delivery of a specific end product other than a report that is incidental to the
             2020      required performance.
             2021          (b) "Services" does not include an employment agreement or a collective bargaining
             2022      agreement.
             2023          [(40)] (44) "Specification" means any description of the physical or functional
             2024      characteristics, or nature of a procurement item included in an invitation for bids or a request
             2025      for proposals, or otherwise specified or agreed to by a [public] procurement unit, including a
             2026      description of:
             2027          (a) a requirement for inspecting or testing a procurement item; or
             2028          (b) preparing a procurement item for delivery.
             2029          [(41)] (45) "Standard procurement process" means one of the following methods of
             2030      obtaining a procurement item:
             2031          (a) bidding, as described in Part 6, Bidding;
             2032          (b) request for proposals, as described in Part 7, Request for Proposals; or
             2033          (c) small purchases, in accordance with the requirements established under Section
             2034      63G-6a-408 .
             2035          (46) "State cooperative contract" means a contract awarded by the division.
             2036          [(42)] (47) (a) "Subcontractor" means a person under contract with a contractor or
             2037      another subcontractor to provide services or labor for design or construction.
             2038          (b) "Subcontractor" includes a trade contractor or specialty contractor.
             2039          (c) "Subcontractor" does not include a supplier who provides only materials,
             2040      equipment, or supplies to a contractor or subcontractor.


             2041          [(43)] (48) "Supplies" means all property, including equipment, materials, and printing.
             2042          [(44)] (49) "Tie bid" means that the lowest responsive and responsible bids are
             2043      identical in price.
             2044          (50) "Time and materials contract" means a contract where the contractor is paid:
             2045          (a) the actual cost of direct labor at specified hourly rates;
             2046          (b) the actual cost of materials and equipment usage; and
             2047          (c) an additional amount, expressly described in the contract, to cover overhead and
             2048      profit, that is not based on a percentage of the cost to the contractor.
             2049          Section 21. Section 63G-6a-104 (Effective 05/01/13) is repealed and reenacted to
             2050      read:
             2051          63G-6a-104 (Effective 05/01/13). Definitions of government entities.
             2052          As used in this chapter:
             2053          (1) "Applicable rulemaking authority" means:
             2054          (a) as it relates to a legislative procurement unit, the Legislative Management
             2055      Committee, which shall adopt a policy establishing requirements applicable to a legislative
             2056      procurement unit;
             2057          (b) as it relates to a judicial procurement unit, the Judicial Council;
             2058          (c) as it relates to an executive branch procurement unit, except to the extent provided
             2059      in Subsections (1)(d) through (g), the board;
             2060          (d) as it relates to the State Building Board, created in Section 63A-5-101 , the State
             2061      Building Board, but only to the extent that the rules relate to procurement authority expressly
             2062      granted to the State Building Board by statute;
             2063          (e) as it relates to the Division of Facilities Construction and Management, created in
             2064      Section 63A-5-201 , the director of the Division of Facilities Construction and Management,
             2065      but only to the extent that the rules relate to procurement authority expressly granted to the
             2066      Division of Facilities Construction and Management by statute;
             2067          (f) as it relates to the Office of the Attorney General, the attorney general, but only to
             2068      the extent that the rules relate to procurement authority expressly granted to the attorney
             2069      general by statute;
             2070          (g) as it relates to the Department of Transportation, created in Section 72-1-201 , the
             2071      executive director of the Department of Transportation, but only to the extent that the rules


             2072      relate to procurement authority expressly granted to the Department of Transportation by
             2073      statute;
             2074          (h) as it relates to a local government procurement unit, the legislative body of the local
             2075      government procurement unit, not as a delegation of authority from the Legislature, but under
             2076      the local government procurement unit's own legislative authority;
             2077          (i) as it relates to a school district or a public school, the Utah State Procurement Policy
             2078      Board, except to the extent that a school district makes its own nonadministrative rules, with
             2079      respect to a particular subject, that do not conflict with the provisions of this chapter;
             2080          (j) as it relates to a state institution of higher education, the State Board of Regents;
             2081          (k) as it relates to a public transit district, the chief executive of the public transit
             2082      district;
             2083          (l) as it relates to a local district or a special service district:
             2084          (i) before May 13, 2014, the board of trustees of the local district or the governing body
             2085      of the special service district; or
             2086          (ii) on or after May 13, 2014, the board, except to the extent that the board of trustees
             2087      of the local district or the governing body of the special service district makes its own rules:
             2088          (A) with respect to a subject addressed by board rules; or
             2089          (B) that are in addition to board rules; or
             2090          (m) as it relates to a procurement unit, other than a procurement unit described in
             2091      Subsections (1)(a) through (l), the board.
             2092          (2) "Board" means the Utah State Procurement Policy Board, created in Section
             2093      63G-6a-202 .
             2094          (3) "Building board" means the State Building Board created in Section 63A-5-101 .
             2095          (4) "Conservation district" is as defined in Section 17D-3-102 .
             2096          (5) "Division" means the Division of Purchasing and General Services.
             2097          (6) "Educational procurement unit" means:
             2098          (a) a school district;
             2099          (b) a public school, including a local school board or a charter school;
             2100          (c) Utah Schools for the Deaf and Blind;
             2101          (d) the Utah Education Network; or
             2102          (e) an institution of higher education of the state.


             2103          (7) "Executive branch procurement unit" means each department, division, office,
             2104      bureau, agency, or other organization within the state executive branch, including the division
             2105      and the attorney general's office.
             2106          (8) "External procurement unit" means:
             2107          (a) a buying organization not located in this state which, if located in this state, would
             2108      qualify as a procurement unit; or
             2109          (b) an agency of the United States.
             2110          (9) "Judicial procurement unit" means:
             2111          (a) the Utah Supreme Court;
             2112          (b) the Utah Court of Appeals;
             2113          (c) the Judicial Council;
             2114          (d) a state judicial district; or
             2115          (e) each office, committee, subcommittee, or other organization within the state
             2116      judicial branch.
             2117          (10) "Legislative procurement unit" means:
             2118          (a) the Legislature;
             2119          (b) the Senate;
             2120          (c) the House of Representatives;
             2121          (d) a staff office of an entity described in Subsection (10)(a), (b), or (c); or
             2122          (e) each office, committee, subcommittee, or other organization within the state
             2123      legislative branch.
             2124          (11) "Local building authority" is as defined in Section 17D-2-102 .
             2125          (12) "Local district" is as defined in Section 17B-1-102 .
             2126          (13) "Local government procurement unit" means:
             2127          (a) a county or municipality, and each office or agency of the county or municipality,
             2128      unless the county or municipality adopts its own procurement code by ordinance;
             2129          (b) a county or municipality, and each office or agency of the county or municipality,
             2130      that has adopted this entire chapter by ordinance; or
             2131          (c) a county or municipality, and each office or agency of the county or municipality,
             2132      that has adopted a portion of this chapter by ordinance, to the extent that the term is used in the
             2133      adopted portion of this chapter.


             2134          (14) (a) "Procurement unit" means:
             2135          (i) a legislative procurement unit;
             2136          (ii) an executive branch procurement unit;
             2137          (iii) a judicial procurement unit;
             2138          (iv) an educational procurement unit;
             2139          (v) a local government procurement unit;
             2140          (vi) a local district;
             2141          (vii) a special service district;
             2142          (viii) a local building authority;
             2143          (ix) a conservation district;
             2144          (x) a public corporation; or
             2145          (xi) a public transit district.
             2146          (b) "Procurement unit" does not include a political subdivision created under Title 11,
             2147      Chapter 13, Interlocal Cooperation Act.
             2148          (15) "Public corporation" is as defined in Section 63E-1-102 .
             2149          (16) "Public entity" means any state government entity or a political subdivision of the
             2150      state, including:
             2151          (a) a procurement unit;
             2152          (b) a municipality or county, regardless of whether the municipality or county has
             2153      adopted this chapter or any part of this chapter; and
             2154          (c) any other government entity located in Utah that expends public funds.
             2155          (17) "Public transit district" means a public transit district organized under Title 17B,
             2156      Chapter 2a, Part 8, Public Transit District Act.
             2157          (18) "Special service district" is as defined in Section 17D-1-102 .
             2158          Section 22. Section 63G-6a-105 (Effective 05/01/13) is amended to read:
             2159           63G-6a-105 (Effective 05/01/13). Application of chapter.
             2160          (1) The provisions of this chapter that are enacted on [July 1, 2012] May 1, 2013, apply
             2161      only to a procurement advertised, or begun on or after [July 1, 2012] May 1, 2013, unless the
             2162      parties agree to have the provisions apply with respect to a procurement that was advertised or
             2163      begun before [July 1, 2012] May 1, 2013, but is not completed before [July 1, 2012] May 1,
             2164      2013.


             2165          (2) (a) Except as provided in Section 63G-6a-107 , this chapter shall apply to every
             2166      expenditure of public funds irrespective of the source of the funds, including federal assistance,
             2167      by any [public] procurement unit, under any contract.
             2168          (b) The provisions of this chapter do not apply to a public entity that is not a [public]
             2169      procurement unit.
             2170          (3) Except as provided in Subsection 17B-1-108 (3) relating to local districts, [each
             2171      local public procurement unit] the following procurement units shall adopt ordinances or
             2172      resolutions relating to the procurement of architect-engineer services not inconsistent with the
             2173      provisions of Part 15, Architect-Engineer Services[.]:
             2174          (a) an educational procurement unit;
             2175          (b) a conservation district;
             2176          (c) a local building authority;
             2177          (d) a local district;
             2178          (e) a public corporation; or
             2179          (f) a special service district.
             2180          (4) Any section of this chapter, or its implementing regulations, may be adopted by
             2181      [any local government unit.]:
             2182          (a) a county;
             2183          (b) a municipality; or
             2184          (c) the Utah Housing Corporation.
             2185          (5) Rules adopted under this chapter shall be consistent with the provisions of this
             2186      chapter.
             2187          (6) [A state purchasing unit] An applicable rulemaking authority or a [public]
             2188      procurement unit may not adopt rules, policies, or regulations that are inconsistent with this
             2189      chapter.
             2190          (7) Unless otherwise provided by statute, this chapter does not apply to procurement of
             2191      real property.
             2192          Section 23. Section 63G-6a-106 (Effective 05/01/13) is amended to read:
             2193           63G-6a-106 (Effective 05/01/13). Specific statutory authority -- Limitations on
             2194      authority of chief procurement officer and division.
             2195          (1) The procurement authority given to a [public] procurement unit under the following


             2196      provisions shall be retained, and shall be applied only to the extent described in those
             2197      provisions:
             2198          (a) Title 53B, State System of Higher Education;
             2199          (b) Title 63A, Chapter 5, State Building Board - Division of Facilities Construction
             2200      and Management;
             2201          (c) Title 67, Chapter 5, Attorney General;
             2202          (d) Title 72, Transportation Code; and
             2203          (e) Title 78A, Chapter 5, District Courts.
             2204          (2) Except as otherwise provided in Sections 63G-6a-105 and 63G-6a-107 , a [public]
             2205      procurement unit shall conduct a procurement in accordance with this chapter.
             2206          (3) (a) The Department of Transportation may make rules governing the procurement
             2207      of highway construction or improvement.
             2208          (b) The applicable rulemaking authority for a public transit district may make rules
             2209      governing the procurement of a transit construction project or a transit improvement project.
             2210          [(b)] (c) This Subsection (3) supersedes Subsections (1) and (2).
             2211          (4) Except to the extent otherwise agreed to in a memorandum of understanding
             2212      between the division and the following entities, the authority of the chief procurement officer
             2213      and of the division does not extend to[:] a procurement unit with independent procurement
             2214      authority.
             2215          [(a) a non-executive state procurement unit;]
             2216          [(b) a local government unit; or]
             2217          [(c) a state purchasing unit, other than the division.]
             2218          (5) An entity described in Subsection (4) [or a state purchasing unit, other than the
             2219      division,] may, without supervision, interference, or involvement by the chief procurement
             2220      officer or the division, but consistent with the requirements of this chapter:
             2221          (a) engage in a standard procurement process;
             2222          (b) procure an item under an exception, as provided in this chapter, to the requirement
             2223      to use a standard procurement process; or
             2224          (c) otherwise engage in an act authorized or required by this chapter.
             2225          (6) The attorney general may, in accordance with the provisions of this chapter, but
             2226      without involvement by the division or the chief procurement officer:


             2227          (a) retain outside counsel; or
             2228          (b) procure litigation support services, including retaining an expert witness.
             2229          (7) [A public procurement unit, or a state purchasing unit,] An entity described in
             2230      Subsection (4) that is not represented by the attorney general's office may, in accordance with
             2231      the provisions of this chapter, but without involvement by the division or the chief procurement
             2232      officer:
             2233          (a) retain outside counsel; or
             2234          (b) procure litigation support services, including retaining an expert witness.
             2235          (8) The state auditor's office may, in accordance with the provisions of this chapter, but
             2236      without involvement by the division or the chief procurement officer, procure audit services.
             2237          (9) The state treasurer may, in accordance with the provisions of this chapter, but
             2238      without involvement by the division or the chief procurement officer, procure:
             2239          (a) deposit and investment services; and
             2240          (b) services related to issuing bonds.
             2241          Section 24. Section 63G-6a-107 (Effective 05/01/13) is amended to read:
             2242           63G-6a-107 (Effective 05/01/13). Exemptions from chapter -- Compliance with
             2243      federal law.
             2244          (1) Except for Part 23, Unlawful Conduct and Penalties, the provisions of this chapter
             2245      are not applicable to:
             2246          (a) funds administered under the Percent-for-Art Program of the Utah Percent-for-Art
             2247      Act;
             2248          (b) grants awarded by the state or contracts between the state and [a local public
             2249      procurement unit, except as provided in Part 21, Intergovernmental Relations; or] any of the
             2250      following:
             2251          (i) an educational procurement unit;
             2252          (ii) a conservation district;
             2253          (iii) a local building authority;
             2254          (iv) a local district;
             2255          (v) a public corporation;
             2256          (vi) a special service district;
             2257          (vii) a public transit district; or


             2258          (viii) two or more of the entities described in Subsections (1)(b)(i) through (vii), acting
             2259      under legislation that authorizes intergovernmental cooperation;
             2260          (c) medical supplies or medical equipment, including service agreements for medical
             2261      equipment, obtained through a purchasing consortium by the Utah State Hospital, the Utah
             2262      State Developmental Center, the University of Utah Hospital, or any other hospital owned by
             2263      the state or a political subdivision of the state, if:
             2264          (i) the consortium uses a competitive procurement process; and
             2265          (ii) the chief administrative officer of the hospital makes a written finding that the
             2266      prices for purchasing medical supplies and medical equipment through the consortium are
             2267      competitive with market prices;
             2268          (d) goods purchased for resale; or
             2269          [(c)] (e) any action taken by a majority of both houses of the Legislature.
             2270          (2) (a) Notwithstanding Subsection (1), the provisions of Part 23, Unlawful Conduct
             2271      and Penalties, are not applicable to an entity described in Subsection (1)(b)(ii), (iii), (iv), (vi),
             2272      (vii), or (viii).
             2273          [(2)] (b) This chapter does not prevent [the state or a local public] a procurement unit
             2274      from complying with the terms and conditions of any grant, gift, or bequest that is otherwise
             2275      consistent with law.
             2276          (3) Notwithstanding any conflicting provision of this chapter, when a procurement
             2277      involves the expenditure of federal assistance, federal contract funds, local matching funds, or
             2278      federal financial participation funds, the [public] procurement unit [or state purchasing unit]
             2279      shall comply with mandatory applicable federal law and regulations not reflected in this
             2280      chapter.
             2281          (4) This chapter does not supersede the requirements for retention or withholding of
             2282      construction proceeds and release of construction proceeds as provided in Section 13-8-5 .
             2283          Section 25. Section 63G-6a-108 (Effective 05/01/13) is amended to read:
             2284           63G-6a-108 (Effective 05/01/13). Procurements under direction and control of
             2285      division -- Exception for procurement unit with independent procurement authority.
             2286          (1) Except as provided in Subsection (2), a [public] procurement unit may not engage
             2287      in a procurement unless:
             2288          (a) the procurement is made under the direction and control of the division; or


             2289          (b) the division, pursuant to rules made by the board, permits the [public] procurement
             2290      unit to make the procurement on its own.
             2291          [(2) Subsection (1) does not apply to a public procurement unit that is:]
             2292          [(a) a non-executive state procurement unit;]
             2293          [(b) a local government unit; or]
             2294          [(c) a state purchasing unit, other than the division.]
             2295          (2) Subsection (1) does not apply to the following procurement units, all of which have
             2296      independent procurement authority:
             2297          (a) a legislative procurement unit;
             2298          (b) a judicial procurement unit;
             2299          (c) an educational procurement unit;
             2300          (d) a local government procurement unit;
             2301          (e) a conservation district;
             2302          (f) a local building authority;
             2303          (g) a local district;
             2304          (h) a public corporation;
             2305          (i) a special service district;
             2306          (j) the Utah Housing Corporation; or
             2307          (k) a public transit district.
             2308          (3) A procurement unit with independent procurement authority is not exempt from
             2309      complying with the requirements of this chapter.
             2310          Section 26. Section 63G-6a-201 (Effective 05/01/13) is amended to read:
             2311     
Part 2. Utah State Procurement Policy Board

             2312           63G-6a-201 (Effective 05/01/13). Title.
             2313          This part is known as "Utah State Procurement Policy Board."
             2314          Section 27. Section 63G-6a-203 (Effective 05/01/13) is amended to read:
             2315           63G-6a-203 (Effective 05/01/13). Powers and duties of board.
             2316          (1) In addition to making rules in accordance with Section 63G-6a-402 and the other
             2317      provisions of this chapter, the board shall consider and decide matters of policy within the
             2318      provisions of this chapter, including those referred to it by the chief procurement officer.
             2319          (2) (a) The board may:


             2320          (i) audit and monitor the implementation of its rules and the requirements of this
             2321      chapter;
             2322          (ii) upon the request of [a local public procurement unit, review that local public
             2323      procurement unit's] a procurement unit with an applicable rulemaking authority other than the
             2324      board, review the procurement unit's proposed rules to ensure that they are not inconsistent
             2325      with the provisions of this chapter or rules made by the board; and
             2326          (iii) approve the use of innovative procurement processes.
             2327          (b) Except as provided in Section 63G-6a-1702 , the board may not exercise authority
             2328      over the award or administration of:
             2329          (i) any particular contract; or
             2330          (ii) any dispute, claim, or litigation pertaining to any particular contract.
             2331          [(3) The board does not have authority over a matter involving:]
             2332          [(a) a non-executive state procurement unit;]
             2333          [(b) a local government unit; or]
             2334          [(c) except as otherwise expressly provided in this chapter, a local public procurement
             2335      unit.]
             2336          (3) Except as otherwise expressly provided in this chapter, the board does not have
             2337      authority over a matter involving a procurement unit with independent procurement authority.
             2338          Section 28. Section 63G-6a-204 (Effective 05/01/13) is amended to read:
             2339           63G-6a-204 (Effective 05/01/13). Applicability of rules and regulations of Utah
             2340      State Procurement Policy Board and State Building Board -- Report to interim
             2341      committee.
             2342          (1) Except as provided in Subsection (2), rules made by the board under this chapter
             2343      shall govern all [public] procurement units for which the board is the applicable rulemaking
             2344      authority.
             2345          (2) The building board rules governing procurement of construction, architect-engineer
             2346      services, and leases apply to the procurement of construction, architect-engineer services, and
             2347      leases of real property by the Division of Facilities Construction and Management.
             2348          (3) An applicable rulemaking authority may make its own rules, consistent with this
             2349      chapter, governing procurement by a person over which the applicable rulemaking authority
             2350      has rulemaking authority.


             2351          (4) The board shall make a report on or before July 1 of each year to a legislative
             2352      interim committee, designated by the Legislative Management Committee created under
             2353      Section 36-12-6 , on the establishment, implementation, and enforcement of the rules made
             2354      under Section 63G-6a-203 .
             2355          (5) Notwithstanding Subsection 63G-3-301 (13)(b), an applicable rulemaking authority
             2356      is, on or before May 13, 2014, required to initiate rulemaking proceedings for rules required to
             2357      be made under this chapter.
             2358          Section 29. Section 63G-6a-302 (Effective 05/01/13) is amended to read:
             2359           63G-6a-302 (Effective 05/01/13). Chief procurement officer -- Appointment --
             2360      Qualifications -- Authority.
             2361          (1) The executive director of the Department of Administrative Services, with the
             2362      consent of the governor, shall appoint the chief procurement officer after considering
             2363      recommendations from the board.
             2364          (2) The chief procurement officer shall:
             2365          (a) have a minimum of eight years' experience in the large-scale procurement of
             2366      supplies and services or services and construction, at least five years of which shall have been
             2367      in public or comparable private procurement within 12 years preceding the date of
             2368      appointment; and
             2369          (b) be a person with demonstrated executive and organizational ability.
             2370          (3) The chief procurement officer appointed under Subsection (1) is also the director of
             2371      the Division of Purchasing and General Services.
             2372          [(4) Except as otherwise expressly provided in this chapter, the chief procurement
             2373      officer has authority over procurements by a public procurement unit, other than:]
             2374          [(a) a non-executive procurement unit;]
             2375          [(b) a local government unit; or]
             2376          [(c) a state purchasing unit, other than the division.]
             2377          (4) The chief procurement officer has authority over a procurement by a procurement
             2378      unit, except:
             2379          (a) a procurement unit with independent procurement authority; or
             2380          (b) as otherwise expressly provided in this chapter.
             2381          Section 30. Section 63G-6a-303 (Effective 05/01/13) is amended to read:


             2382           63G-6a-303 (Effective 05/01/13). Duties of chief procurement officer.
             2383          Except as otherwise specifically provided in this chapter, the chief procurement officer
             2384      serves as the central procurement officer of the state and shall:
             2385          (1) adopt office policies governing the internal functions of the division;
             2386          (2) procure or supervise each procurement over which the chief procurement officer
             2387      has authority;
             2388          (3) establish and maintain programs for the inspection, testing, and acceptance of each
             2389      procurement item over which the chief procurement officer has authority;
             2390          (4) prepare statistical data concerning each procurement and procurement usage of a
             2391      state procurement unit;
             2392          (5) ensure that:
             2393          (a) before approving a procurement not covered by an existing statewide contract for
             2394      information technology or telecommunications supplies or services, the chief information
             2395      officer and the agency have stated in writing to the division that the needs analysis required in
             2396      Section 63F-1-205 was completed, unless the procurement is approved in accordance with
             2397      Title 63M, Chapter 1, Part 26, Government Procurement Private Proposal Program; and
             2398          (b) the oversight authority required by Subsection(5)(a) is not delegated outside the
             2399      division; and
             2400          (6) provide training to [public] procurement units and to persons who do business with
             2401      [public] procurement units.
             2402          Section 31. Section 63G-6a-305 (Effective 05/01/13) is amended to read:
             2403           63G-6a-305 (Effective 05/01/13). Duty of chief procurement officer in
             2404      maintaining specifications.
             2405          (1) The chief procurement officer may prepare, issue, revise, maintain, and monitor the
             2406      use of specifications for each procurement over which the chief procurement officer has
             2407      authority.
             2408          (2) The chief procurement officer shall obtain expert advice and assistance from
             2409      personnel of [public] procurement units in the development of specifications and may delegate
             2410      in writing to a [public] procurement unit the authority to prepare and utilize its own
             2411      specifications.
             2412          (3) For a procurement under Title 63M, Chapter 1, Part 26, Government Procurement


             2413      Private Proposal Program, any delegation by the chief procurement officer under this section
             2414      shall be made to the Governor's Office of Economic Development.
             2415          Section 32. Section 63G-6a-402 (Effective 05/01/13) is amended to read:
             2416           63G-6a-402 (Effective 05/01/13). Procurement unit required to comply with Utah
             2417      Procurement Code and applicable rules -- Rulemaking authority -- Reporting.
             2418          (1) Except as otherwise provided in Section 63G-6a-107 , Section 63G-6a-403 , Part 8,
             2419      Exceptions to Procurement Requirements, or elsewhere in this chapter, a [public] procurement
             2420      unit may not obtain a procurement item, unless:
             2421          (a) if the [public] procurement unit is [an authorized purchasing entity] the division or
             2422      a procurement unit with independent procurement authority, the [public] procurement unit:
             2423          (i) uses a standard procurement process or an exception to a standard procurement
             2424      process, described in Part 8, Exceptions to Procurement Requirements; and
             2425          (ii) complies with:
             2426          (A) the requirements of this chapter; and
             2427          (B) the rules made pursuant to this chapter by the applicable rulemaking authority;
             2428          (b) [except as provided in Subsection (2)(a), if] If the [public] procurement unit is a
             2429      [local government unit] county, a municipality, or the Utah Housing Corporation, the [public]
             2430      procurement unit complies with:
             2431          (i) the requirements of this chapter that are adopted by the [local government unit]
             2432      procurement unit; and
             2433          (ii) all other procurement requirements that the [local government unit] procurement
             2434      unit is required to comply with; or
             2435          (c) if the [public] procurement unit is not a [public] procurement unit described in
             2436      Subsections (1)(a) or (b), the [public] procurement unit:
             2437          (i) obtains the procurement item under the direction and approval of the division,
             2438      unless otherwise provided by a rule made by the board;
             2439          (ii) uses a standard procurement process; and
             2440          (iii) complies with:
             2441          (A) the requirements of this chapter; and
             2442          (B) the rules made pursuant to this chapter by the applicable rulemaking authority.
             2443          [(2) (a) Subsection (1)(b) does not apply to a political subdivision created by counties


             2444      or municipalities under Title 11, Chapter 13, Interlocal Cooperation Act, if the political
             2445      subdivision does not receive or expend tax revenue.]
             2446          [(b)] (2) Subject to Subsection (3), the applicable rulemaking authority shall make
             2447      rules relating to the management and control of procurements and procurement procedures by a
             2448      [public] procurement unit.
             2449          (3) (a) Rules made under Subsection (2) shall ensure compliance with the federal
             2450      contract prohibition provisions of the Sudan Accountability and Divestment Act of 2007 (Pub.
             2451      L. No. 110-174) that prohibit contracting with a person doing business in Sudan.
             2452          (b) The State Building Board rules governing procurement of construction,
             2453      architect-engineer services, and leases apply to the procurement of construction,
             2454      architect-engineer services, and leases of real property by the Division of Facilities
             2455      Construction and Management.
             2456          (4) An applicable rulemaking authority that is subject to Title 63G, Chapter 3, Utah
             2457      Administrative Rulemaking Act, shall make the rules described in this chapter in accordance
             2458      with the provisions of Title 63G, Chapter 3, Utah Administrative Rulemaking Act.
             2459          (5) The State Building Board shall make a report on or before July 1 of each year to a
             2460      legislative interim committee, designated by the Legislative Management Committee created
             2461      under Section 36-12-6 , on the establishment, implementation, and enforcement of the rules
             2462      made by the State Building Board under this chapter.
             2463          Section 33. Section 63G-6a-403 (Effective 05/01/13) is amended to read:
             2464           63G-6a-403 (Effective 05/01/13). Prequalification of potential vendors.
             2465          (1) (a) As used in this section, "vendor" means:
             2466          (i) a bidder;
             2467          (ii) an offeror; or
             2468          (iii) a contractor, including an architect or an engineer.
             2469          [(1)] (b) A [public] procurement unit may, in accordance with this section:
             2470          [(a)] (i) prequalify potential [bidders or offerors] vendors to provide any type of
             2471      procurement item specified by the [public] procurement unit; and
             2472          [(b)] (ii) limit participation in an invitation for bids [or], a request for proposals, or an
             2473      approved vendor list to the prequalified potential [bidders or offerors] vendors for the specified
             2474      type of procurement item.


             2475          (2) To prequalify potential [bidders or offerors] vendors to provide a specified type of
             2476      procurement item, a [public] procurement unit shall issue a request for qualifications.
             2477          (3) A [public] procurement unit that issues a request for qualifications shall:
             2478          (a) publish the request for qualifications in accordance with the requirements of
             2479      Section 63G-6a-402 ;
             2480          (b) state in the request for qualifications:
             2481          (i) the type of procurement item to which the request for qualifications relates;
             2482          (ii) the scope of work to be performed;
             2483          (iii) the instructions and the deadline for providing information in response to the
             2484      request for qualifications;
             2485          (iv) the minimum criteria for prequalification;
             2486          (v) the period of time during which the list of prequalified potential [bidders or
             2487      offerors] vendors will remain in effect, which may not be longer than 18 months after the list of
             2488      prequalified potential [bidders or offerors] vendors is made available to the public under
             2489      Subsection (8)(b); and
             2490          (vi) that a [public] procurement unit may limit participation in an invitation for bids or
             2491      a request for proposals, during the time period described in Subsection (3)(b)(v), to the
             2492      potential [bidders or offerors] vendors that are prequalified to provide the specified type of
             2493      procurement item.
             2494          (4) The minimum criteria described in Subsection (3)(b)(iv):
             2495          (a) shall include the prequalification requirements unique to the procurement;
             2496          (b) may include performance rating criteria; and
             2497          (c) may not be so restrictive that the criteria unreasonably limit competition.
             2498          (5) A [public] procurement unit may, before making a final list of prequalified [bidders
             2499      or offerors] vendors, request additional information to clarify responses made to the request for
             2500      [prequalifications] qualifications.
             2501          (6) A potential [bidder or offeror] vendor shall be included on the list of prequalified
             2502      potential [bidders or offerors] vendors if the [bidder or offeror] vendor:
             2503          (a) submits a timely, responsive response to the request for [prequalifications]
             2504      qualifications; and
             2505          (b) meets the minimum criteria for qualification described in Subsection (3)(b)(iv).


             2506          (7) If a request for qualifications will result in only one [potential bidder or offeror]
             2507      vendor being placed on the list of prequalified potential [bidders or offerors] vendors:
             2508          (a) the [public] procurement unit shall cancel the request for qualifications; and
             2509          (b) the list may not be used by the [public] procurement unit.
             2510          (8) The [public] procurement unit shall:
             2511          (a) before making the list of prequalified potential [bidders or offerors] vendors
             2512      available to the public, provide each potential [bidder or offeror] vendor who provided
             2513      information in response to the request, but who did not meet the minimum qualifications for
             2514      placement on the list, a written justification statement describing why the potential [bidder or
             2515      offeror] vendor did not meet the criteria for inclusion on the list; and
             2516          (b) within 30 days after the day of the deadline described in Subsection (3)(b)(iii),
             2517      make the list of prequalified potential [bidders or offerors] vendors available to the public.
             2518          Section 34. Section 63G-6a-404 (Effective 05/01/13) is amended to read:
             2519           63G-6a-404 (Effective 05/01/13). Approved vendor list.
             2520          [(1) An authorized purchasing entity]
             2521          (1) (a) As used in this section, "vendor" is as defined in Subsection 63G-6a-403 (1)(a).
             2522          (b) The process described in this section may not be used for construction projects that
             2523      cost more than an amount specified by the applicable rulemaking authority.
             2524          (c) The division or a procurement unit with independent procurement authority may
             2525      compile a list of approved [contractors] vendors from which procurement items may be
             2526      obtained.
             2527          (2) An approved [contractor] vendor list may only be compiled from:
             2528          (a) timely, responsive [bids or] responses received [in response to: (i) an invitation for
             2529      bids; or (ii) a request for proposals; or (b) timely, responsive responses to: (i) the
             2530      prequalification process described in] under Section 63G-6a-403 [;] or [(ii)] the process
             2531      described in Part 15, Architect-Engineer Services.
             2532          (3) In order to ensure equal treatment of [all contractors on a contractor list, an
             2533      authorized purchasing entity] vendors on an approved vendor list, for services other than the
             2534      services described in Subsection (4) or (5) the procurement unit shall use one of the following
             2535      methods in an unbiased manner:
             2536          (a) a rotation system, organized alphabetically, numerically, or randomly;


             2537          (b) assigning [contractors] vendors to a specified geographical area; or
             2538          (c) classifying each [contractor] vendor based on each [contractor's] vendor's particular
             2539      expertise, qualifications, or field.
             2540          (4) (a) For a construction project that costs less than the amount established by the
             2541      applicable rulemaking authority, under Subsection (1)(b), a procurement unit shall select a
             2542      potential construction contractor from an approved potential contractor list, using an invitation
             2543      for bids or a request for proposals.
             2544          (b) For architectural or engineering services for a construction project described in
             2545      Subsection (4)(a), a procurement unit shall select a potential contractor from an approved
             2546      potential contractor list:
             2547          (i) using a rotation system, organized alphabetically, numerically, or randomly;
             2548          (ii) assigning a potential contractor to a specified geographical area; or
             2549          (iii) classifying each potential contractor based on the potential contractor's field or
             2550      area of expertise.
             2551          (5) A procurement unit may not use an approved vendor list described in this section
             2552      for a construction project with a cost that is equal to or greater than the amount established by
             2553      the applicable rulemaking authority under Subsection (1)(b).
             2554          (6) (a) After selecting a potential contractor under Subsection (4)(b), a procurement
             2555      unit shall enter into fee negotiations with the potential contractor.
             2556          (b) If, after good faith negotiations, the procurement unit and the potential contractor
             2557      are unable to negotiate a fee that is acceptable to both parties, the procurement unit shall select
             2558      another contractor under Subsection (4)(b) and enter into fee negotiations with that potential
             2559      contractor.
             2560          Section 35. Section 63G-6a-406 (Effective 05/01/13) is amended to read:
             2561           63G-6a-406 (Effective 05/01/13). Public notice of procurement process or sole
             2562      source procurement.
             2563          (1) [An authorized purchasing entity] The division or a procurement unit with
             2564      independent procurement authority that issues an invitation for bids, a request for proposals, or
             2565      [another document] a notice of sole source procurement required [by this chapter] to be
             2566      published in accordance with this section, shall provide public notice that includes:
             2567          (a) for an invitation for bids or a request for proposals, the name of the [authorized


             2568      purchasing entity and] issuing procurement unit;
             2569          (b) the name of the [public] procurement unit acquiring the procurement item;
             2570          [(b)] (c) for an invitation for bids or a request for proposals, information on how to
             2571      contact the [authorized purchasing entity] issuing procurement unit in relation to the invitation
             2572      for bids[,] or request for proposals[, or other document];
             2573          (d) for a notice of sole source procurement, contact information and other information
             2574      relating to contesting, or obtaining additional information in relation to, the sole source
             2575      procurement;
             2576          [(c)] (e) for an invitation for bids or a request for proposals, the date of the opening and
             2577      closing of the invitation for bids or request for proposals;
             2578          (f) for a notice of sole source procurement, the earliest date that the procurement unit
             2579      may make the sole source procurement;
             2580          [(d)] (g) information on how to obtain a copy of the invitation for bids, request for
             2581      proposals, or [other document] further information related to the sole source procurement; and
             2582          [(e)] (h) a general description of the procurement items that will be obtained through
             2583      the standard procurement process or sole source procurement.
             2584          (2) Except as provided in Subsection [(3)] (4), for an invitation for bids or a request for
             2585      proposals, the [authorized purchasing entity] issuing procurement unit shall publish the notice
             2586      described in Subsection (1), using at least one of the following methods:
             2587          (a) at least [10] seven days before the day of the deadline for submission of a bid or
             2588      other response, publish the notice:
             2589          (i) in a newspaper of general circulation in the state; or
             2590          (ii) in a newspaper of local circulation in the area:
             2591          (A) directly impacted by the procurement; or
             2592          (B) over which the [public] procurement unit has jurisdiction; or
             2593          (b) at least [10] seven consecutive days before the day of the deadline for submission
             2594      of a bid or other response, publish the notice:
             2595          (i) on the main website for the [authorized purchasing entity or public] issuing
             2596      procurement unit or the procurement unit acquiring the procurement item; or
             2597          (ii) on a state website that is owned, managed by, or provided under contract with, the
             2598      division for posting a public procurement notice.


             2599          (3) Except as provided in Subsection (4), for a sole source procurement for which
             2600      notice is required to be published in accordance with this section, the procurement unit making
             2601      the sole source procurement shall publish the notice described in Subsection (1), using at least
             2602      one of the following methods:
             2603          (a) at least seven days before the day on which the procurement unit makes the sole
             2604      source procurement, publish the notice:
             2605          (i) in a newspaper of general circulation in the state; or
             2606          (ii) in a newspaper of local circulation in the area:
             2607          (A) directly impacted by the procurement; or
             2608          (B) over which the procurement unit has jurisdiction; or
             2609          (b) at least seven consecutive days before the day on which the procurement unit makes
             2610      the sole source procurement, publish the notice:
             2611          (i) on the main website for the procurement unit acquiring the procurement item; or
             2612          (ii) on a state website that is owned by, managed by, or provided under contract with,
             2613      the division for posting a procurement notice.
             2614          [(3)] (4) [An authorized purchasing entity] An issuing procurement unit, or the
             2615      procurement unit making a sole source procurement may reduce the [10-day] seven-day period
             2616      described in Subsection (2) or (3), if the procurement officer or the procurement officer's
             2617      designee signs a written statement that:
             2618          (a) states that a shorter time is needed; and
             2619          (b) as it relates to an invitation for bids or a request for proposals, determines that
             2620      competition from multiple sources may be obtained within the shorter period of time.
             2621          [(4)] (5) (a) An [authorized purchasing entity] issuing procurement unit shall make a
             2622      copy of an invitation for bids[,] or a request for proposals[, or any other document described in
             2623      Subsection (1),] available for public inspection at the main office of the [authorized purchasing
             2624      entity] issuing procurement unit or on the website described in Subsection (2)(b).
             2625          (b) A procurement unit making a sole source procurement shall make a copy of
             2626      information related to the sole source procurement available for public inspection at the main
             2627      office of the procurement unit or on the website described in Subsection (3)(b).
             2628          Section 36. Section 63G-6a-407 (Effective 05/01/13) is amended to read:
             2629           63G-6a-407 (Effective 05/01/13). Purpose of specifications.


             2630          (1) All specifications shall seek to promote the overall economy and best use for the
             2631      purposes intended and encourage competition in satisfying the needs of the [public]
             2632      procurement unit, and may not be unduly restrictive.
             2633          (2) The requirements of this part regarding the purposes and nonrestrictiveness of
             2634      specifications shall apply to all specifications, including those prepared by architects,
             2635      engineers, designers, and draftsmen for public contracts.
             2636          Section 37. Section 63G-6a-408 (Effective 05/01/13) is amended to read:
             2637           63G-6a-408 (Effective 05/01/13). Small purchases.
             2638          (1) As used in this section:
             2639          (a) "Annual cumulative threshold" means the maximum total annual amount,
             2640      established by the applicable rulemaking authority under Subsection (2)(a)(i), that a
             2641      procurement unit may expend to obtain procurement items from the same source under this
             2642      section.
             2643          (b) "Individual procurement threshold" means the maximum amount, established by
             2644      the applicable rulemaking authority under Subsection (2)(a)(ii), for which a procurement unit
             2645      may purchase a procurement item under this section.
             2646          (c) "Single procurement aggregate threshold" means the maximum total amount,
             2647      established by the applicable rulemaking authority under Subsection (2)(a)(iii), that a
             2648      procurement unit may expend to obtain multiple procurement items from one source at one
             2649      time under this section.
             2650          [(1)] (2) The applicable rulemaking authority may make rules governing small
             2651      purchases, including:
             2652          [(a) establishing the maximum expenditure that may qualify as a small purchase, unless
             2653      otherwise provided by statute;]
             2654          [(b)] (a) establishing expenditure thresholds [and procurement requirements related to
             2655      those thresholds; and], including:
             2656          (i) an annual cumulative threshold;
             2657          (ii) an individual procurement threshold; and
             2658          (iii) a single procurement aggregate threshold;
             2659          (b) establishing procurement requirements relating to the thresholds described in
             2660      Subsection (2)(a); and


             2661          (c) the use of electronic, telephone, or written quotes.
             2662          (3) Expenditures made under this section by a procurement unit may not exceed a
             2663      threshold established by the applicable rulemaking authority, unless the chief procurement
             2664      officer or the head of a procurement unit with independent procurement authority gives written
             2665      authorization to exceed the threshold that includes the reasons for exceeding the threshold.
             2666          [(2) (a)] (4) Except as provided in Subsection [(2)(b), a public] (5), an executive
             2667      branch procurement unit may not obtain a procurement item through a small purchase standard
             2668      procurement process if the procurement item may be obtained through a state cooperative
             2669      contract or a contract awarded by the chief procurement officer under Subsection
             2670      63G-6a-2105 (1).
             2671          [(b)] (5) Subsection [(2)(a)] (4) does not apply if:
             2672          [(i) to a non-executive state procurement unit;]
             2673          [(ii) if the procurement officer or the head of the state purchasing unit authorizes an
             2674      exception to the requirement; or]
             2675          [(iii) to a local public procurement unit.]
             2676          [(c) An entity that is exempt from the requirements of Subsection (2)(a) is encouraged,
             2677      but not required, to comply with Subsection (2)(a).]
             2678          (a) the procurement item is obtained for an unanticipated, urgent or unanticipated,
             2679      emergency condition, including:
             2680          (i) an item needed to avoid stopping a public construction project;
             2681          (ii) an immediate repair to a facility or equipment; or
             2682          (iii) another emergency condition; or
             2683          (b) the chief procurement officer or the head of a procurement unit that is an executive
             2684      branch procurement unit with independent procurement authority:
             2685          (i) determines in writing that it is in the best interest of the procurement unit to obtain
             2686      an individual procurement item outside of the state contract, comparing:
             2687          (A) the contract terms and conditions applicable to the procurement item under the
             2688      state contract with the contract terms and conditions applicable to the procurement item if the
             2689      procurement item is obtained outside of the state contract;
             2690          (B) the maintenance and service applicable to the procurement item under the state
             2691      contract with the maintenance and service applicable to the procurement item if the


             2692      procurement item is obtained outside of the state contract;
             2693          (C) the warranties applicable to the procurement item under the state contract with the
             2694      warranties applicable to the procurement item if the procurement item is obtained outside of
             2695      the state contract;
             2696          (D) the quality of the procurement item under the state contract with the quality of the
             2697      procurement item if the procurement item is obtained outside of the state contract; and
             2698          (E) the cost of the procurement item under the state contract with the cost of the
             2699      procurement item if the procurement item is obtained outside of the state contract;
             2700          (ii) for a procurement item that, if defective in its manufacture, installation, or
             2701      performance, may result in serious physical injury, death, or substantial property damage,
             2702      determines in writing that the terms and conditions, relating to liability for injury, death, or
             2703      property damage, available from the source other than the contractor who holds the state
             2704      contract, are similar to, or better than, the terms and conditions available under the state
             2705      contract; and
             2706          (iii) grants an exception, in writing, to the requirement described in Subsection (4).
             2707          [(3)] (6) [(a) Except as provided in Subsection (3)(b), a public] Except as otherwise
             2708      expressly provided in this section, a procurement unit:
             2709          [(i)] (a) may not use the small purchase standard procurement process described in this
             2710      section for ongoing, continuous, and regularly scheduled procurements that exceed the annual
             2711      cumulative threshold; and
             2712          [(ii)] (b) shall make its ongoing, continuous, and regularly scheduled procurements that
             2713      exceed the annual cumulative threshold through a contract awarded through [a] another
             2714      standard procurement process described in this chapter or an applicable exception to [a]
             2715      another standard procurement process, described in Part 8, Exceptions to Procurement
             2716      Requirements.
             2717          [(b) Subsection (3)(a) does not apply to an ongoing, continuous, or regularly scheduled
             2718      procurement to the extent that the total expenditures for the procurement during a fiscal year do
             2719      not exceed the maximum expenditure that the public procurement unit is permitted to make
             2720      under this section, as established by rule made by the applicable rulemaking authority.]
             2721          (7) This section does not prohibit regularly scheduled payments for a procurement item
             2722      obtained under another provision of this chapter.


             2723          [(4)] (8) It is unlawful for a person to intentionally or knowingly divide a procurement
             2724      into one or more smaller procurements with the intent to make a procurement:
             2725          (a) qualify as a small purchase, if, before dividing the procurement, it would not have
             2726      qualified as a small purchase; or
             2727          (b) meet a threshold established by rule made by the applicable rulemaking authority,
             2728      if, before dividing the procurement, it would not have met the threshold.
             2729          [(5)] (9) A division of a procurement that is prohibited under Subsection [(4)] (8)
             2730      includes doing any of the following with the intent or knowledge described in Subsection [(4)]
             2731      (8):
             2732          (a) making two or more separate purchases;
             2733          (b) dividing an invoice or purchase order into two or more invoices or purchase orders;
             2734      or
             2735          (c) making smaller purchases over a period of time.
             2736          [(6)] (10) A person who violates Subsection [(4)] (8) is subject to the criminal
             2737      penalties described in Section 63G-6a-2305 .
             2738          [(7)] (11) The Division of Finance within the Department of Administrative Services
             2739      may conduct an audit of [a public procurement unit in the state] an executive branch
             2740      procurement unit to verify compliance with the requirements of this section.
             2741          [(8)] (12) [A public procurement unit in the state] An executive branch procurement
             2742      unit may not make a small purchase after January 1, [2013] 2014, unless the chief procurement
             2743      officer certifies that the person responsible for procurements in the [public] procurement unit
             2744      has satisfactorily completed training on this section and the rules made under this section.
             2745          Section 38. Section 63G-6a-503 (Effective 05/01/13) is amended to read:
             2746           63G-6a-503 (Effective 05/01/13). Request for information and response
             2747      nonbinding.
             2748          (1) A request for information is not a procurement process and may not be used to
             2749      make a purchase or enter into a contract. A [public] procurement unit is required to use a
             2750      standard procurement process, or comply with an exception to the requirement to use a
             2751      standard procurement process described in Part 8, Exceptions to Procurement Requirements, in
             2752      order to make a purchase or enter into a contract.
             2753          (2) A response to a request for information is not an offer and may not be accepted to


             2754      form a binding contract.
             2755          Section 39. Section 63G-6a-505 is enacted to read:
             2756          63G-6a-505. Protected information.
             2757          Information submitted to or by a governmental entity in response to a request for
             2758      information is protected under Section 63G-2-305 .
             2759          Section 40. Section 63G-6a-602 (Effective 05/01/13) is amended to read:
             2760           63G-6a-602 (Effective 05/01/13). Contracts awarded by bidding.
             2761          (1) Except as otherwise provided in this chapter, [an authorized purchasing entity] the
             2762      division or a procurement unit with independent procurement authority shall award a contract
             2763      for a procurement by bidding, in accordance with the rules of the applicable rulemaking
             2764      authority.
             2765          (2) The bidding standard procurement process is appropriate to use when cost is the
             2766      major factor in determining the award of a procurement.
             2767          Section 41. Section 63G-6a-603 (Effective 05/01/13) is amended to read:
             2768           63G-6a-603 (Effective 05/01/13). Invitation for bids -- Contents -- Notice.
             2769          (1) The bidding standard procurement process begins when [the authorized purchasing
             2770      entity] the division or a procurement unit with independent procurement authority issues an
             2771      invitation for bids.
             2772          (2) An invitation for bids shall:
             2773          (a) state the period of time during which bids will be accepted;
             2774          (b) describe the manner in which a bid shall be submitted;
             2775          (c) state the place where a bid shall be submitted; and
             2776          (d) include, or incorporate by reference:
             2777          (i) a description of the procurement items sought;
             2778          (ii) the objective criteria that will be used to evaluate the bids; and
             2779          (iii) the required contractual terms and conditions.
             2780          (3) An [authorized purchasing entity] issuing procurement unit shall publish an
             2781      invitation for bids in accordance with the requirements of Section 63G-6a-406 .
             2782          Section 42. Section 63G-6a-604 (Effective 05/01/13) is amended to read:
             2783           63G-6a-604 (Effective 05/01/13). Bid opening and acceptance.
             2784          (1) Bids shall be opened:


             2785          (a) publicly, except as provided in Section 63G-6a-611 ;
             2786          (b) in the presence of one or more witnesses, unless an electronic bid opening process
             2787      is used where bidders may see the opening of the bid electronically; and
             2788          (c) at the time and place indicated in the invitation for bids.
             2789          (2) Bids shall be accepted unconditionally, without alteration or correction, except as
             2790      otherwise authorized by this chapter.
             2791          (3) (a) The procurement officer shall reject a bid that is not responsive or responsible.
             2792          (b) A bid that is not responsive includes a bid that:
             2793          (i) is conditional;
             2794          (ii) attempts to modify the bid requirements;
             2795          (iii) contains additional terms or conditions; or
             2796          (iv) fails to conform with the requirements or specifications of the invitation for bids.
             2797          (c) A bid that is not responsible includes a bid where the procurement officer
             2798      reasonably concludes that the bidder or an employee, agent, or subcontractor of the bidder, at
             2799      any tier, is unable to satisfactorily fulfill the bid requirements.
             2800          (4) An [authorized purchasing entity] issuing procurement unit may not accept a bid
             2801      after the time for submission of a bid has expired.
             2802          (5) The procurement officer shall:
             2803          (a) record the name of each bidder and the amount of each bid; and
             2804          (b) after the bid is awarded, make the information described in Subsection (5)(a)
             2805      available for public disclosure.
             2806          Section 43. Section 63G-6a-605 (Effective 05/01/13) is amended to read:
             2807           63G-6a-605 (Effective 05/01/13). Correction or withdrawal of bids -- Cancellation
             2808      of award.
             2809          (1) Correction or withdrawal of inadvertently erroneous bids, or the cancellation of an
             2810      award or a contract that is based on an unintentionally erroneous bid, may be made in
             2811      accordance with the rules of the applicable rulemaking authority.
             2812          (2) Notwithstanding Subsection (1), the following changes may not be made to a bid
             2813      after the bid opening:
             2814          (a) changes in bid pricing;
             2815          (b) changes in the cost evaluation formula; or


             2816          (c) changes in other provisions that are prejudicial to fair competition or to the interest
             2817      of the [public] procurement unit.
             2818          (3) A decision to permit the correction or withdrawal of a bid or the cancellation of an
             2819      award or a contract under Subsection (1) shall be supported in a written document, signed by
             2820      the chief procurement officer, the procurement officer, or the head of the [authorized
             2821      purchasing entity] procurement unit with independent procurement authority.
             2822          Section 44. Section 63G-6a-606 (Effective 05/01/13) is amended to read:
             2823           63G-6a-606 (Effective 05/01/13). Evaluation of bids -- Award -- Cancellation --
             2824      Disqualification.
             2825          (1) [An authorized purchasing entity] The division or a procurement unit with
             2826      independent procurement authority shall evaluate each bid using the objective criteria
             2827      described in the invitation for bids, which may include:
             2828          (a) experience;
             2829          (b) performance ratings;
             2830          (c) inspection;
             2831          (d) testing;
             2832          (e) quality;
             2833          (f) workmanship;
             2834          (g) time and manner of delivery;
             2835          (h) references;
             2836          (i) financial stability;
             2837          (j) cost;
             2838          (k) suitability for a particular purpose; or
             2839          (l) other objective criteria specified in the invitation for bids.
             2840          (2) Criteria not described in the invitation for bids may not be used to evaluate a bid.
             2841          (3) The [authorized purchasing entity] procurement unit shall:
             2842          (a) award the contract as soon as practicable to:
             2843          (i) the lowest responsive and responsible bidder who meets the objective criteria
             2844      described in the invitation for bids; or
             2845          (ii) if, in accordance with Subsection (4), the procurement officer or the head of the
             2846      [authorized purchasing entity] procurement unit disqualifies the bidder described in Subsection


             2847      (3)(a)(i), the next lowest responsive and responsible bidder who meets the objective criteria
             2848      described in the invitation for bids; or
             2849          (b) cancel the invitation for bids without awarding a contract.
             2850          (4) In accordance with Subsection (5), the procurement officer or the head of the
             2851      [authorized purchasing entity] procurement unit may disqualify a bidder for:
             2852          (a) a violation of this chapter;
             2853          (b) a violation of a requirement of the invitation for bids;
             2854          (c) unlawful or unethical conduct; or
             2855          (d) a change in circumstance that, had the change been known at the time the bid was
             2856      submitted, would have caused the bidder to not be the lowest responsive and responsible bidder
             2857      who meets the objective criteria described in the invitation for bids.
             2858          (5) A procurement officer or head of [an authorized purchasing entity] a procurement
             2859      unit who disqualifies a bidder under Subsection (4) shall:
             2860          (a) make a written finding, stating the reasons for disqualification; and
             2861          (b) provide a copy of the written finding to the disqualified bidder.
             2862          (6) If [an authorized purchasing entity] a procurement unit cancels an invitation for
             2863      bids without awarding a contract, the [authorized purchasing entity] procurement unit shall
             2864      make available for public inspection a written justification for the cancellation.
             2865          Section 45. Section 63G-6a-607 (Effective 05/01/13) is amended to read:
             2866           63G-6a-607 (Effective 05/01/13). Action when all bids are over budget.
             2867          (1) Except as provided in Subsection (2) or (3), if the fiscal officer for the [public]
             2868      procurement unit certifies that all accepted bids exceed available funds and that the lowest
             2869      responsive and responsible bidder does not exceed the available funds by more than 5%, the
             2870      procurement officer may negotiate an adjustment of the bid price and bid requirements with the
             2871      lowest responsive and responsible bidder in order to bring the bid within the amount of
             2872      available funds.
             2873          (2) A procurement officer may not adjust the bid requirements under Subsection (1) if
             2874      there is a substantial likelihood that, had the adjustment been included in the invitation for
             2875      bids, a person that did not submit a bid would have submitted a responsive, responsible, and
             2876      competitive bid.
             2877          (3) The Division of Facilities Construction and Management is exempt from the


             2878      requirements of this section if:
             2879          (a) the building board adopts rules governing procedures when all accepted bids exceed
             2880      available funds; and
             2881          (b) the Division of Facilities Construction and Management complies with the rules
             2882      described in Subsection (3)(a).
             2883          Section 46. Section 63G-6a-608 (Effective 05/01/13) is amended to read:
             2884           63G-6a-608 (Effective 05/01/13). Tie bids -- Resolution -- Copies provided to
             2885      attorney general.
             2886          (1) A procurement officer shall resolve a tie bid in accordance with a method
             2887      established by rule made by the applicable rulemaking authority. The method may include
             2888      awarding the tie bid:
             2889          (a) to the tie bidder who:
             2890          (i) is a provider of state products, if no other tie bidder is a responsive provider of state
             2891      products;
             2892          (ii) is closest to the point of delivery;
             2893          (iii) received the previous award; or
             2894          (iv) will provide the earliest delivery date;
             2895          (b) by drawing lots; or
             2896          (c) by any other reasonable method of resolving a tie bid.
             2897          (2) The method chosen by the procurement officer to resolve a tie bid shall be at the
             2898      sole discretion of the procurement officer, subject to the rules established under Subsection (1).
             2899          (3) A [public] procurement unit in the state executive branch shall provide a copy of
             2900      the procurement to the attorney general if an award of a contract to a tie bidder exceeds
             2901      $100,000 in expenditures.
             2902          Section 47. Section 63G-6a-609 (Effective 05/01/13) is amended to read:
             2903           63G-6a-609 (Effective 05/01/13). Multiple stage bidding process.
             2904          (1) [An authorized purchasing entity] The division or a procurement unit with
             2905      independent procurement authority may conduct a bid in multiple stages, to:
             2906          (a) narrow the number of bidders who will progress to a subsequent stage;
             2907          (b) prequalify bidders for subsequent stages, in accordance with Section 63G-6a-403 ;
             2908          (c) enter into a contract for a single procurement; or


             2909          (d) award multiple contracts for a series of upcoming procurements.
             2910          (2) The invitation for bids for a multiple stage bidding process shall:
             2911          (a) describe the requirements for, and purpose of, each stage of the process;
             2912          (b) indicate whether the [authorized purchasing entity] procurement unit intends to
             2913      award:
             2914          (i) a single contract; or
             2915          (ii) multiple contracts for a series of upcoming procurements; and
             2916          (c) state that:
             2917          (i) the first stage is for prequalification only;
             2918          (ii) a bidder may not submit any pricing information in the first stage of the process;
             2919      and
             2920          (iii) bids in the second stage will only be accepted from a person who prequalifies in
             2921      the first stage.
             2922          (3) During the first stage, the [authorized purchasing entity] procurement unit:
             2923          (a) shall prequalify bidders to participate in subsequent stages, in accordance with
             2924      Section 63G-6a-403 ;
             2925          (b) shall prohibit the submission of pricing information until the final stage; and
             2926          (c) may, before beginning the second stage, request additional information to clarify
             2927      the qualifications of the bidders who submit timely responses.
             2928          (4) Contracts may only be awarded for a procurement item described in stage one of
             2929      the invitation for bids.
             2930          (5) [An authorized purchasing entity] The division or a procurement unit with
             2931      independent procurement authority may conduct a bid in as many stages as it determines to be
             2932      appropriate.
             2933          (6) Except as otherwise expressly provided in this section, [an authorized purchasing
             2934      entity] the division or a procurement unit with independent procurement authority shall
             2935      conduct a multiple stage process in accordance with this part.
             2936          (7) The applicable rulemaking authority may make rules governing the use of a
             2937      multiple stage process described in this section.
             2938          Section 48. Section 63G-6a-610 (Effective 05/01/13) is amended to read:
             2939           63G-6a-610 (Effective 05/01/13). Contracts awarded by reverse auction.


             2940          (1) Reverse auction bidding may be used if the procurement officer determines, in
             2941      writing, that reverse auction bidding will provide the best value to the [public] procurement
             2942      unit.
             2943          (2) Reverse auction bidding is appropriate to use when there are multiple prequalified
             2944      providers of a procurement item.
             2945          Section 49. Section 63G-6a-611 (Effective 05/01/13) is amended to read:
             2946           63G-6a-611 (Effective 05/01/13). Invitation for bids for reverse auction -- Notice
             2947      contents -- Agreement to terms and conditions.
             2948          (1) The reverse auction bidding process begins when [an authorized purchasing entity]
             2949      the division or a procurement unit with independent procurement authority issues an invitation
             2950      for bids to prequalify bidders to participate in the reverse auction.
             2951