Senate Bill 0080c1

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    Florida Senate - 1999                             CS for SB 80

    By the Committee on Commerce and Economic Opportunities; and
    Senators Grant, Campbell, Klein, Brown-Waite and Bronson




    310-1634-99

  1                      A bill to be entitled

  2         An act relating to information technology

  3         resources; creating the "Commerce Protection

  4         Act"; defining terms; prescribing exclusive

  5         remedies against persons, businesses, and

  6         governmental agencies for damages caused by the

  7         failure of their information technology

  8         resources to function properly with respect to

  9         date data; prescribing and limiting damages;

10         expanding the waiver of sovereign immunity;

11         prescribing conditions precedent to maintaining

12         or defending actions; barring certain class

13         actions; requiring that actions be brought

14         within a specified time; providing immunity

15         from personal liability for directors and

16         officers of businesses under specified

17         circumstances; prohibiting solution providers

18         from misusing or disclosing specified

19         information provided to them; providing for

20         remedies and damages for unlawful use or

21         disclosure of that information; providing

22         criminal penalties; exempting the exchange of

23         certain information among businesses from

24         action under the Florida Antitrust Act of 1980;

25         prescribing alternative dispute-resolution

26         procedures; providing for liability for costs

27         and attorney's fees under specified

28         circumstances; prescribing circumstances under

29         which the maker of a year-2000 statement is not

30         liable under state law with respect to that

31         statement; providing for scope and construction

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    Florida Senate - 1999                             CS for SB 80
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  1         of the act; repealing s. 282.4045, F.S., which

  2         grants immunity from liability to governmental

  3         entities for certain computer calculation

  4         failures; providing an effective date.

  5

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

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  8         Section 1.  Short title.--This act may be cited as the

  9  "Commerce Protection Act."

10         Section 2.  Definitions.--For the purposes of this act,

11  the following terms have the following meanings:

12         (1)  BUSINESS.--The term "business" means a person or

13  any entity, however organized, which is routinely engaged in

14  this state in providing goods or services in the stream of

15  commerce, but the term excludes any governmental agency or any

16  agency of the legislative or judicial branch of state

17  government.

18         (2)  DATE DATA.--The term "date data" means data that

19  contain dates or that contain both dates and times.

20         (3)  GOVERNMENTAL AGENCY.--The term "governmental

21  agency" includes any agency of the executive branch of state

22  government or any agency of a political subdivision of the

23  state as defined in section 1.01, Florida Statutes.

24         (4)  INFORMATION TECHNOLOGY PRODUCT.--The term

25  "information technology product" includes software, firmware,

26  microcode, hardware, and equipment containing embedded chips

27  or microprocessors that create, read, write, calculate,

28  compare, sequence, or otherwise operate on date data.

29         (5)  SOLUTION PROVIDER.--The term "solution provider"

30  means any nongovernmental entity that enters into an agreement

31  with a business or governmental agency to:

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    Florida Senate - 1999                             CS for SB 80
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  1         (a)  Provide information technology products or

  2  services that have been specifically designated as year-2000

  3  compliant; or

  4         (b)  Test information technology products or services

  5  to determine whether they are year-2000 compliant.

  6         (6)  YEAR-2000 COMPLIANT.--

  7         (a)  An information technology product is "year-2000

  8  compliant" if the product, when used in accordance with its

  9  associated documentation or recommended user intervention, is

10  capable of correctly processing, providing, and receiving date

11  data, and will do so for all dates occurring between February

12  28, 1996, and  March 1, 2000, when all other information

13  technology products that are used with the product properly

14  exchange date data with it.

15         (b)  A business or governmental agency is "year-2000

16  compliant" if all information technology products that are

17  owned or leased by or under the exclusive control of the

18  business or governmental agency are year-2000 compliant.

19         Section 3.  Exclusive remedies for failure to be

20  year-2000 compliant.--The exclusive remedies in this state for

21  recovering from a business or governmental agency damages

22  resulting from its failure to be year-2000 compliant are those

23  available for breach of a written contract or tariff with the

24  business or governmental agency or, if there is no written

25  contract or tariff, those provided in this act.

26         Section 4.  Damages for failure to be year-2000

27  compliant; waiver of sovereign immunity; conditions precedent

28  to bringing or defending actions; limitation on class actions;

29  statute of limitations.--

30         (1)  Unless otherwise provided by written contract or

31  tariff, any business that is not year-2000 compliant is liable

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    Florida Senate - 1999                             CS for SB 80
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  1  for direct economic damages caused by its failure to be

  2  year-2000 compliant.

  3         (2)  Unless otherwise provided by written contract or

  4  tariff, any governmental agency that is not year-2000

  5  compliant is liable for direct economic damages caused by its

  6  failure to be year-2000 compliant:

  7         (a)  Within the limits on the waiver of sovereign

  8  immunity established in section 768.28, Florida Statutes; and

  9         (b)  Beyond the limits on the waiver of sovereign

10  immunity established in section 768.28, Florida Statutes, if

11  it is shown by clear and convincing evidence that the damages

12  occurred because of its grossly negligent misrepresentations

13  or conduct.

14         (3)  Damages awarded under this section shall exclude

15  any damages that the plaintiff:

16         (a)  Could have avoided or mitigated with the exercise

17  of reasonable care; or

18         (b)  Could have reasonably avoided or mitigated as a

19  result of any written disclosure actually made by the

20  defendant before December 1, 1999, in a manner consistent with

21  that used in the past to give written notifications to the

22  defendant, concerning whether the business or governmental

23  agency or any of its information technology products was

24  year-2000 compliant.

25         (4)(a)  A business or governmental agency is not liable

26  for direct economic damages if it proves by a preponderance of

27  the evidence that it has:

28         1.  Secured an on-site assessment, by a person who

29  possesses the technical skills and experience with respect to

30  information technology resources to competently evaluate

31  information technology products and services for date-data

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    Florida Senate - 1999                             CS for SB 80
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  1  processing deficiencies, to determine actions necessary for

  2  the business or governmental agency to become year-2000

  3  compliant and, based on that assessment, holds before December

  4  1, 1999, a reasonable good-faith belief that it is year-2000

  5  compliant; and

  6         2.  Assessed through written inquiry whether the

  7  entities on whose goods or services it relies and with whom it

  8  is in privity are year-2000 compliant and, with respect to

  9  each such entity, either:

10         a.  Holds before December 1, 1999, a reasonable

11  good-faith belief, based on the response to that inquiry, that

12  the entity is year-2000 compliant; or

13         b.  Discloses in writing to the other party before

14  December 1, 1999, in a manner consistent with that used in the

15  past to give written notifications to that party, that, based

16  on the response to that inquiry, the entity is not year-2000

17  compliant or that the entity is presumed not to be year-2000

18  compliant because it failed to respond to that inquiry.

19         (b)  Paragraph (a) does not limit in any way the

20  defenses otherwise available to a business or governmental

21  agency; nor does the failure of a business or governmental

22  agency to comply with paragraph (a) create any liability for

23  that business or governmental agency.

24         (5)  As a condition precedent to bringing an action for

25  damages under this section, the plaintiff must have made a

26  written offer to the defendant to submit the claim for damages

27  to preclaim mediation; and, as a condition precedent to

28  defending an action brought under this section, the defendant

29  must have accepted that offer in writing within 60 days after

30  receiving it. If an offer of mediation is accepted, the

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    Florida Senate - 1999                             CS for SB 80
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  1  mediation must be concluded within 120 days after the

  2  acceptance is given.

  3         (6)  A class action may not be maintained in this

  4  state:

  5         (a)  Against a governmental agency for damages caused

  6  by the failure of the governmental agency to be year-2000

  7  compliant.

  8         (b)  Against a business for damages caused by the

  9  failure of the business to be year-2000 compliant, unless each

10  member of the class has suffered direct economic damages in

11  excess of $50,000.

12         (7)  Any action for damages under this section must be

13  commenced within 2 years after the cause of action accrued,

14  but the running of this time is tolled from the date any offer

15  is made to submit the claim to mediation until the conclusion

16  of mediation.

17         Section 5.  Immunity from liability for directors and

18  officers of businesses.--

19         (1)  A director or officer of a business has absolute

20  and complete immunity from personal liability for any damages

21  resulting from the failure of the business to become year-2000

22  compliant if the officer or director has instructed the

23  business to:

24         (a)  Take steps to determine whether the business is

25  year-2000 compliant;

26         (b)  Develop and implement a plan to take actions

27  necessary to make the business year-2000 compliant; and

28         (c)  Inquire whether the entities on whose goods or

29  services the business relies are year-2000 compliant.

30         (2)  A director or officer who does not have absolute

31  and complete immunity from personal liability under subsection

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    Florida Senate - 1999                             CS for SB 80
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  1  (1) nevertheless has immunity from personal liability to the

  2  extent provided in chapter 607, Florida Statutes, or chapter

  3  617, Florida Statutes.

  4         Section 6.  Confidentiality of information provided to

  5  solution providers; remedies regarding unlawful use or

  6  disclosure; penalties.--

  7         (1)  All information acquired by a solution provider

  8  concerning the information technology operations, programs,

  9  equipment, and data of a business or governmental agency

10  remain the property of the business or governmental agency.

11  The solution provider:

12         (a)  May use the information only in the manner

13  expressly permitted by the business or governmental agency;

14  and

15         (b)  May not disclose the information to another

16  without the express written consent of the business or

17  governmental agency or as otherwise required by law.

18         (2)  Notwithstanding the limitations of section

19  688.008, Florida Statutes, a business or governmental agency

20  may bring an action to enjoin any actual or threatened

21  violation of subsection (1) or to recover damages resulting

22  from a violation of subsection (1). These damages include:

23         (a)  Both the actual monetary loss incurred as a result

24  of the violation and any unjust enrichment caused by the

25  violation which is not otherwise considered in calculating the

26  actual monetary loss incurred; and

27         (b)  If the misuse or disclosure was intentional or

28  grossly negligent, punitive damages in an amount not exceeding

29  three times the award made under paragraph (a).

30         (3)(a)  Any person who misuses or discloses information

31  in violation of subsection (1) is guilty of a misdemeanor of

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    Florida Senate - 1999                             CS for SB 80
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  1  the first degree, punishable as provided in section 775.082 or

  2  section 775.083, Florida Statutes.

  3         (b)  Any person who for pecuniary gain intentionally

  4  misuses or discloses information in violation of subsection

  5  (1) is guilty of a felony of the third degree, punishable as

  6  provided in section 775.082 or section 775.083, Florida

  7  Statutes.

  8         Section 7.  Antitrust exemption with respect to

  9  exchanges of information.--The exchange of information among

10  businesses concerning measures that have been taken or are to

11  be taken in order for a business to become year-2000 compliant

12  does not constitute an activity or conduct in restraint of

13  trade or commerce under chapter 542, Florida Statutes.

14         Section 8.  Alternative dispute-resolution

15  procedures.--

16         (1)  VOLUNTARY BINDING ARBITRATION.--

17         (a)  Any party to a dispute under this act for which

18  there is no prior arbitration agreement may, before a lawsuit

19  has been filed, make an offer to the other party to submit the

20  dispute to voluntary binding arbitration under section 44.104,

21  Florida Statutes. An offer made under this paragraph must set

22  out the maximum amount of damages that may be imposed pursuant

23  to arbitration.

24         (b)  If at trial, the court finds that an offer was

25  made under paragraph (a) and was rejected, the court shall

26  award attorney's fees and costs in accordance with this

27  paragraph.

28         1.  If the offer was made by the plaintiff and rejected

29  by the defendant, and if the defendant is ultimately found to

30  be liable for damages in an amount equal to or exceeding the

31  maximum amount of damages specified in the plaintiff's offer,

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    Florida Senate - 1999                             CS for SB 80
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  1  the defendant must pay the plaintiff's costs and reasonable

  2  attorney's fees.

  3         2.  If the offer was made by the defendant and rejected

  4  by the plaintiff, and if the plaintiff is not ultimately

  5  awarded damages in an amount exceeding the maximum amount of

  6  damages specified in the defendant's offer, the plaintiff must

  7  pay the defendant's costs and reasonable attorney's fees.

  8         (2)  MEDIATION.--

  9         (a)  The court may submit a claim for damages under

10  this act to mediation upon its own motion or upon the motion

11  of the parties.

12         (b)  If a claim is submitted to mediation under

13  paragraph (a) and the mediation reaches an impasse, the

14  mediator shall file with the court, under seal, both the

15  plaintiff's and the defendant's last best offer, and these

16  offers may not be disclosed to the ultimate trier of fact

17  until after trial.

18         1.  If the ultimate trier of fact does not award the

19  plaintiff more than 75 percent of the defendant's last best

20  offer, the plaintiff must pay the defendant's costs and

21  reasonable attorney's fees; and

22         2.  If the ultimate trier of fact awards the plaintiff

23  125 percent or more of the plaintiff's last best offer, the

24  defendant must pay the plaintiff's costs and reasonable

25  attorney's fees.

26         Section 9.  Securities actions.--If an action is

27  brought under the securities laws, as that term is defined in

28  Section 3(a)(47) of the Securities Exchange Act of 1934, 15

29  U.S.C. 78c(a)(47), or based on any document or material filed

30  with the Securities and Exchange Commission, or with federal

31  banking regulators, pursuant to Section 12(i) of the

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    Florida Senate - 1999                             CS for SB 80
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  1  Securities Exchange Act of 1934, 15 U.S.C. 781(i), or any

  2  disclosure or writing that when made accompanied the

  3  solicitation of an offer or sale of securities, the maker of

  4  that year-2000 statement is not liable under state law with

  5  respect to that statement unless the claimant establishes by

  6  clear and convincing evidence, in addition to all other

  7  requisite elements of the applicable action, that the

  8  statement was material and:

  9         (1)  To the extent that the statement was not a

10  republication of a year-2000 statement originally made by a

11  third party, that the maker made the statement:

12         (a)  With actual knowledge that it was false,

13  inaccurate, or misleading;

14         (b)  With intent to deceive or mislead; or

15         (c)  With a reckless disregard as to its accuracy; or

16         (2)  To the extent that the statement was a

17  republication of the year-2000 statement originally made by a

18  third party, that the maker of the republication made the

19  statement:

20         (a)  With actual knowledge that it was false,

21  inaccurate, or misleading;

22         (b)  With intent to deceive or mislead; or

23         (c)  Without notice because:

24         1.  The maker has not verified the contents of the

25  republication; or

26         2.  The maker is not the source of the republished

27  statement, the republished statement is based on information

28  supplied by another person or entity, and the notice or

29  republished statement identifies the source of the republished

30  statement.

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    Florida Senate - 1999                             CS for SB 80
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  1         Section 10.  Written terms of contracts and tariffs

  2  enforceable.--This act does not apply to an action based on a

  3  written contract or tariff as long as all parties to the

  4  action are parties to the written contract or tariff; all

  5  written terms of that contract or tariff, including

  6  limitations on and exclusions of liability and disclaimers of

  7  warranty, remain fully enforceable; and this act does not

  8  affect or alter those written terms.

  9         Section 11.   Construction of act.--This act shall not

10  be construed to create a duty to provide notice concerning

11  year-2000 compliance nor be construed to mandate the content

12  or timing of any notice concerning year-2000 compliance.

13         Section 12.  Section 282.4045, Florida Statutes, as

14  created by section 4 of chapter 98-331, Laws of Florida, is

15  repealed.

16         Section 13.  This act shall take effect upon becoming a

17  law.

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    Florida Senate - 1999                             CS for SB 80
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  1          STATEMENT OF SUBSTANTIAL CHANGES CONTAINED IN
                       COMMITTEE SUBSTITUTE FOR
  2                          Senate Bill 80

  3

  4  The committee substitute differs substantially and principally
    from Senate Bill 80 in that it:
  5
    Specifies that the scope of liability of a business or
  6  governmental agency for damages for failure to be Year 2000
    (Y2K) compliant shall be direct economic damages, rather than
  7  compensatory damages more broadly.

  8  Excludes governmental agencies from the definition of a
    solution provider.
  9
    Specifies that the exclusive remedies for damages caused by a
10  business' or governmental agency's failure to be Y2K compliant
    shall be those remedies available for breach of a written
11  contract or tariff with the business or agency, or, in the
    absence of such a written contract or tariff, those remedies
12  provided by the act.

13  Revises the conditions under which a director or an officer of
    a business may have immunity from personal liability for Y2K
14  damages.

15  Provides immunity under state law for Y2K statements made with
    respect to the offer or sale of securities under specified
16  conditions.

17  Establishes a two-year statute of limitations on actions under
    the act.
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    Prescribes that, as a precondition to bringing an action for
19  damages under the act, the plaintiff must make a written offer
    to submit the claim to mediation, and as a precondition for
20  defending such an action, the defendant must have accepted,
    within 60 days, the offer to enter mediation.
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    Repeals s. 282.4045, F.S., 1998 Supp., which is the
22  1998-enacted provision specifying that the state, its
    agencies, and units of local government shall be immune from
23  damages for Y2K computer date failures consistent with the
    statute providing for waiver of sovereign immunity in tort
24  actions.

25  Eliminates from the bill provisions that:

26  --  Grant to a qualified financial institution a lien against
    any Y2K recoveries by a business to which the institution has
27  made a loan secured by a business asset;

28  --  Require a Y2K solution provider to maintain liability
    insurance in an amount not less than its annual gross income
29  to cover related claims, and that specify conditions under
    which the representations of a solution provider amount to an
30  express warranty;

31  --  Make a business liable for punitive damages equal to three
    times compensatory damages for intentional or grossly
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    Florida Senate - 1999                             CS for SB 80
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  1  negligent misrepresentation that it is Y2K compliant; and

  2  --  Govern the award of attorney's fees and costs, except for
    claims that go to mediation or arbitration.
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