1     
RETIREMENT FISCAL NOTE REQUIREMENTS

2     
2023 GENERAL SESSION

3     
STATE OF UTAH

4     
Chief Sponsor: Lincoln Fillmore

5     
House Sponsor: Walt Brooks

6     

7     LONG TITLE
8     General Description:
9          This bill modifies the duties of the Office of the Legislative Fiscal Analyst.
10     Highlighted Provisions:
11          This bill:
12          ▸     directs the Office of the Legislative Fiscal Analyst to include specified additional
13     information in the fiscal estimate for each proposed bill that changes retirement
14     benefits for public employees.
15     Money Appropriated in this Bill:
16          None
17     Other Special Clauses:
18          None
19     Utah Code Sections Affected:
20     AMENDS:
21          36-12-13, as last amended by Laws of Utah 2021, Chapters 254, 421
22     

23     Be it enacted by the Legislature of the state of Utah:
24          Section 1. Section 36-12-13 is amended to read:
25          36-12-13. Office of the Legislative Fiscal Analyst established -- Powers, functions,
26     and duties -- Qualifications.
27          (1) There is established an Office of the Legislative Fiscal Analyst as a permanent staff
28     office for the Legislature.
29          (2) The powers, functions, and duties of the Office of the Legislative Fiscal Analyst

30     under the supervision of the fiscal analyst are:
31          (a) (i) to estimate general revenue collections, including comparisons of:
32          (A) current estimates for each major tax type to long-term trends for that tax type;
33          (B) current estimates for federal fund receipts to long-term federal fund trends; and
34          (C) current estimates for tax collections and federal fund receipts to long-term trends
35     deflated for the inflationary effects of debt monetization; and
36          (ii) to report the analysis required under Subsection (2)(a)(i) to the Legislature's
37     Executive Appropriations Committee before each annual general session of the Legislature;
38          (b) to analyze in detail the state budget before the convening of each legislative session
39     and make recommendations to the Legislature on each item or program appearing in the
40     budget, including:
41          (i) funding for and performance of programs, acquisitions, and services currently
42     undertaken by state government to determine whether each department, agency, institution, or
43     program should:
44          (A) continue at its current level of expenditure;
45          (B) continue at a different level of expenditure; or
46          (C) be terminated; and
47          (ii) increases or decreases to spending authority and other resource allocations for the
48     current and future fiscal years;
49          (c) to prepare on all proposed bills fiscal estimates that reflect:
50          (i) potential state government revenue impacts;
51          (ii) anticipated state government expenditure changes;
52          (iii) anticipated expenditure changes for county, municipal, local district, or special
53     service district governments; [and]
54          (iv) anticipated direct expenditure by Utah residents and businesses, including the unit
55     cost, number of units, and total cost to all impacted residents and businesses; and
56          (v) if the proposed bill changes retirement benefits under a system or plan governed by
57     Title 49, Utah State Retirement and Insurance Benefit Act, the anticipated effect on:

58          (A) each affected system's or plan's unfunded actuarial accrued liability and actuarial
59     funded ratio, based on current employer contributions;
60          (B) employer contributions and member contributions;
61          (C) a retiree's retirement allowance;
62          (D) the total cost to active members and retirees; and
63          (E) the total cost to employers for all active members and retirees;
64          (d) to indicate whether each proposed bill will impact the regulatory burden for Utah
65     residents or businesses, and if so:
66          (i) whether the impact increases or decreases the regulatory burden; and
67          (ii) whether the change in burden is high, medium, or low;
68          (e) beginning in 2017 and repeating every three years after 2017, to prepare the
69     following cycle of analyses of long-term fiscal sustainability:
70          (i) in year one, the joint revenue volatility report required under Section 63J-1-205;
71          (ii) in year two, a long-term budget for programs appropriated from major funds and
72     tax types; and
73          (iii) in year three, a budget stress test comparing estimated future revenue to and
74     expenditure from major funds and tax types under various potential economic conditions;
75          (f) to report instances in which the administration may be failing to carry out the
76     expressed intent of the Legislature;
77          (g) to propose and analyze statutory changes for more effective operational economies
78     or more effective administration;
79          (h) to prepare, before each annual general session of the Legislature, a summary
80     showing the current status of the following as compared to the past nine fiscal years:
81          (i) debt;
82          (ii) long-term liabilities;
83          (iii) contingent liabilities;
84          (iv) General Fund borrowing;
85          (v) reserves;

86          (vi) fund and nonlapsing balances; and
87          (vii) cash funded capital investments;
88          (i) to make recommendations for addressing the items described in Subsection (2)(h) in
89     the upcoming annual general session of the Legislature;
90          (j) to prepare, after each session of the Legislature, a summary showing the effect of
91     the final legislative program on the financial condition of the state;
92          (k) to conduct organizational and management improvement studies in accordance
93     with Title 63J, Chapter 1, Part 9, Government Performance Reporting and Efficiency Process,
94     and legislative rule;
95          (l) to prepare and deliver upon request of any interim committee or the Legislative
96     Management Committee, reports on the finances of the state and on anticipated or proposed
97     requests for appropriations;
98          (m) to recommend areas for research studies by the executive department or the interim
99     committees;
100          (n) to appoint and develop a professional staff within budget limitations;
101          (o) to prepare and submit the annual budget request for the office;
102          (p) to develop a taxpayer receipt:
103          (i) available to taxpayers through a website; and
104          (ii) that allows a taxpayer to view on the website an estimate of how the taxpayer's tax
105     dollars are expended for government purposes; and
106          (q) to publish or provide other information on taxation and government expenditures
107     that may be accessed by the public.
108          (3) The legislative fiscal analyst shall have a master's degree in public administration,
109     political science, economics, accounting, or the equivalent in academic or practical experience.
110          (4) In carrying out the duties provided for in this section, the legislative fiscal analyst
111     may obtain access to all records, documents, and reports necessary to the scope of the
112     legislative fiscal analyst's duties according to the procedures contained in Title 36, Chapter 14,
113     Legislative Subpoena Powers.

114          (5) The Office of the Legislative Fiscal Analyst shall provide any information the State
115     Board of Education reports in accordance with Subsection 53E-3-507(7) to:
116          (a) the chief sponsor of the proposed bill; and
117          (b) upon request, any legislator.