Senate Bill 1470c1

CODING: Words stricken are deletions; words underlined are additions.



    Florida Senate - 1998                           CS for SB 1470

    By the Committee on Governmental Reform and Oversight and
    Senator Silver




    302-1762-98

  1                      A bill to be entitled

  2         An act relating to public records; amending s.

  3         112.656, F.S.; providing for confidentiality of

  4         certain records of public employees' retirement

  5         systems and plans; providing findings of public

  6         necessity; providing an effective date.

  7

  8  Be It Enacted by the Legislature of the State of Florida:

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10         Section 1.  Subsection (4) is added to section 112.656,

11  Florida Statutes, to read:

12         112.656  Fiduciary duties; certain officials included

13  as fiduciaries.--

14         (4)  Trade secrets, as defined by s. 812.081, personal

15  financial records, or confidential business information

16  received by a retirement system or plan for public employees

17  during the process of acquiring, hypothecating, or disposing

18  of private placement investments are confidential and exempt

19  from s. 119.07(1) and s. 24(a), Art. I of the State

20  Constitution; however, reports and documents relating to

21  value, offers, counteroffers, or negotiations received by a

22  retirement system or plan for public employees in the process

23  of acquiring, hypothecating, or disposing of private placement

24  investments are confidential and exempt from s. 119.07(1) and

25  s. 24(a), Art. I of the State Constitution only until 30 days

26  after completion of the transaction to which those reports and

27  documents relate. The exemption created under this subsection

28  is subject to the Open Government Sunset Review Act of 1995,

29  in accordance with s. 119.15, and shall stand repealed on

30  October 2, 2003, unless reviewed and saved from repeal by

31  reenactment of the Legislature.

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CODING: Words stricken are deletions; words underlined are additions.






    Florida Senate - 1998                           CS for SB 1470
    302-1762-98




  1         Section 2.  The Legislature finds that in order for

  2  retirement systems or plans for public employees to operate

  3  effectively and efficiently, they must be able to compete

  4  successfully in the market for private placement investment.

  5  In order for retirement systems or plans for public employees

  6  to compete successfully in the market, they must be permitted

  7  to transact arms-length negotiations and must be permitted to

  8  keep certain types of information confidential and exempt

  9  during the negotiation process and thereafter. As a result, it

10  is a public necessity that trade secrets, personal financial

11  records, or confidential business records that are received by

12  a retirement system or plan during the process of acquiring,

13  hypothecating, or disposing of private placement investments

14  remain confidential and exempt. Further, it is a public

15  necessity that reports and documents relating to value,

16  offers, counteroffers, or negotiations received by a

17  retirement system or plan for public employees in the process

18  of acquiring, hypothecating, or disposing of private placement

19  investments be kept confidential and exempt until 30 days

20  after completion of the transaction to which those reports and

21  documents relate.

22         Section 3.  This act shall take effect upon becoming a

23  law.

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CODING: Words stricken are deletions; words underlined are additions.






    Florida Senate - 1998                           CS for SB 1470
    302-1762-98




  1          STATEMENT OF SUBSTANTIAL CHANGES CONTAINED IN
                       COMMITTEE SUBSTITUTE FOR
  2                         Senate Bill 1470

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  4  Makes confidential and exempt from public records requirements
    trade secrets, personal financial information, and
  5  confidential business information received by a retirement
    system or plan for public employees when acquiring or
  6  disposing of private placement investments.

  7  Explains in greater detail the reasons for making certain
    information received by a retirement system or plan for public
  8  employees confidential and exempt and states the public
    necessity for the exemption.
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