Senate Bill sb1944c2

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    Florida Senate - 2005           CS for CS for SB's 1944 & 2008

    By the Committees on Judiciary; Ethics and Elections; and
    Senators Posey and Sebesta




    590-2344-05

  1                      A bill to be entitled

  2         An act relating to ethics for public officers

  3         and employees; amending s. 104.31, F.S.;

  4         prohibiting employees of the state and its

  5         political subdivisions from participating in a

  6         political campaign during certain time periods;

  7         amending s. 112.313, F.S.; prohibiting certain

  8         disclosures by a former public officer, agency

  9         employee, or local government attorney;

10         redefining the term "employee" to include

11         certain other-personal-services employees for

12         certain postemployment activities; providing an

13         exemption from provisions prohibiting conflicts

14         in employment to a person who, after serving on

15         an advisory board, files a statement with the

16         Commission on Ethics relating to a bid or

17         submission; amending s. 112.3144, F.S.;

18         specifying how assets valued in excess of

19         $1,000 are to be reported by a reporting

20         individual; amending s. 112.3145, F.S.;

21         requiring that a delinquency notice be sent to

22         certain officeholders by certified mail, return

23         receipt requested; revising certain filing

24         deadlines; amending s. 112.3147, F.S.; deleting

25         certain provisions relating to reporting the

26         value of assets; amending s. 112.3148, F.S.;

27         providing requirements for persons who have

28         left office or employment as to filing a report

29         relating to gifts; amending s. 112.3149, F.S.;

30         requiring that a report of honoraria by a

31         person who left office or employment be filed

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 1         by a specified date; amending s. 112.317, F.S.;

 2         authorizing the commission to recommend a

 3         restitution penalty be paid to the agency or

 4         the General Revenue Fund; authorizing the

 5         Attorney General to recover costs for filing

 6         suit to collect penalties and fines; deleting

 7         provisions imposing a penalty for the

 8         disclosure of information concerning a

 9         complaint or an investigation; amending

10         112.3185, F.S.; providing additional standards

11         for state agency employees relating to

12         procurement of goods and services by a state

13         agency; authorizing an employee whose position

14         was eliminated to engage in certain contractual

15         activities; prohibiting former employees from

16         certain specified activities; amending s.

17         112.3215, F.S.; requiring the commission to

18         adopt a rule detailing the grounds for waiving

19         a fine and the procedures when a lobbyist fails

20         to timely file his or her report; requiring

21         automatic suspension of a lobbyist's

22         registration if the fine is not timely paid;

23         amending s. 112.322, F.S.; authorizing travel

24         and per diem expenses for certain witnesses;

25         amending s. 112.324, F.S.; providing procedures

26         for the commission to handle complaints of

27         violations; amending s. 914.21, F.S.;

28         redefining the terms "official investigation"

29         and "official proceeding," for purposes of

30         provisions relating to tampering with

31         witnesses, to include an investigation by the

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 1         Commission on Ethics; providing an effective

 2         date.

 3  

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

 5  

 6         Section 1.  Present subsections (2) and (3) of section

 7  104.31, Florida Statutes, are redesignated as subsections (3)

 8  and (4), respectively, and a new subsection (2) is added to

 9  that section, to read:

10         104.31  Political activities of state, county, and

11  municipal officers and employees.--

12         (2)  An employee of the state or any political

13  subdivision may not participate in any political campaign for

14  an elective office while on duty or within any period of time

15  during which the employee is expected to perform services for

16  which he or she receives compensation from the state or a

17  political subdivision.

18         Section 2.  Subsection (8), paragraph (a) of subsection

19  (9), paragraph (b) of subsection (12), and subsection (14) of

20  section 112.313, Florida Statutes, are amended to read:

21         112.313  Standards of conduct for public officers,

22  employees of agencies, and local government attorneys.--

23         (8)  DISCLOSURE OR USE OF CERTAIN INFORMATION.--No

24  current or former public officer, employee of an agency, or

25  local government attorney shall disclose or use information

26  not available to members of the general public and gained by

27  reason of his or her official position, except for information

28  relating exclusively to governmental practices, for his or her

29  personal gain or benefit or for the personal gain or benefit

30  of any other person or business entity.

31  

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 1         (9)  POSTEMPLOYMENT RESTRICTIONS; STANDARDS OF CONDUCT

 2  FOR LEGISLATORS AND LEGISLATIVE EMPLOYEES.--

 3         (a)1.  It is the intent of the Legislature to implement

 4  by statute the provisions of s. 8(e), Art. II of the State

 5  Constitution relating to legislators, statewide elected

 6  officers, appointed state officers, and designated public

 7  employees.

 8         2.  As used in this paragraph:

 9         a.  "Employee" means:

10         (I)  Any person employed in the executive or

11  legislative branch of government holding a position in the

12  Senior Management Service as defined in s. 110.402 or any

13  person holding a position in the Selected Exempt Service as

14  defined in s. 110.602 or any person having authority over

15  policy or procurement employed by the Department of the

16  Lottery.

17         (II)  The Auditor General, the director of the Office

18  of Program Policy Analysis and Government Accountability, the

19  Sergeant at Arms and Secretary of the Senate, and the Sergeant

20  at Arms and Clerk of the House of Representatives.

21         (III)  The executive director of the Legislative

22  Committee on Intergovernmental Relations and the executive

23  director and deputy executive director of the Commission on

24  Ethics.

25         (IV)  An executive director, staff director, or deputy

26  staff director of each joint committee, standing committee, or

27  select committee of the Legislature; an executive director,

28  staff director, executive assistant, analyst, or attorney of

29  the Office of the President of the Senate, the Office of the

30  Speaker of the House of Representatives, the Senate Majority

31  Party Office, Senate Minority Party Office, House Majority

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 1  Party Office, or House Minority Party Office; or any person,

 2  hired on a contractual basis, having the power normally

 3  conferred upon such persons, by whatever title.

 4         (V)  The Chancellor and Vice Chancellors of the State

 5  University System; the general counsel to the Board of

 6  Regents; and the president, vice presidents, and deans of each

 7  state university.

 8         (VI)  Any person, including an other-personal-services

 9  employee, having the power normally conferred upon the

10  positions referenced in this sub-subparagraph.

11         b.  "Appointed state officer" means any member of an

12  appointive board, commission, committee, council, or authority

13  of the executive or legislative branch of state government

14  whose powers, jurisdiction, and authority are not solely

15  advisory and include the final determination or adjudication

16  of any personal or property rights, duties, or obligations,

17  other than those relative to its internal operations.

18         c.  "State agency" means an entity of the legislative,

19  executive, or judicial branch of state government over which

20  the Legislature exercises plenary budgetary and statutory

21  control.

22         3.  No member of the Legislature, appointed state

23  officer, or statewide elected officer shall personally

24  represent another person or entity for compensation before the

25  government body or agency of which the individual was an

26  officer or member for a period of 2 years following vacation

27  of office. No member of the Legislature shall personally

28  represent another person or entity for compensation during his

29  or her term of office before any state agency other than

30  judicial tribunals or in settlement negotiations after the

31  filing of a lawsuit.

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 1         4.  No agency employee shall personally represent

 2  another person or entity for compensation before the agency

 3  with which he or she was employed for a period of 2 years

 4  following vacation of position, unless employed by another

 5  agency of state government.

 6         5.  Any person violating this paragraph shall be

 7  subject to the penalties provided in s. 112.317 and a civil

 8  penalty of an amount equal to the compensation which the

 9  person receives for the prohibited conduct.

10         6.  This paragraph is not applicable to:

11         a.  A person employed by the Legislature or other

12  agency prior to July 1, 1989;

13         b.  A person who was employed by the Legislature or

14  other agency on July 1, 1989, whether or not the person was a

15  defined employee on July 1, 1989;

16         c.  A person who was a defined employee of the State

17  University System or the Public Service Commission who held

18  such employment on December 31, 1994;

19         d.  A person who has reached normal retirement age as

20  defined in s. 121.021(29), and who has retired under the

21  provisions of chapter 121 by July 1, 1991; or

22         e.  Any appointed state officer whose term of office

23  began before January 1, 1995, unless reappointed to that

24  office on or after January 1, 1995; or.

25         f.  An agency employee whose position was transferred

26  from the Career Service System to the Selected Exempt Service

27  System under chapter 2001-43, Laws of Florida.

28         (12)  EXEMPTION.--The requirements of subsections (3)

29  and (7) as they pertain to persons serving on advisory boards

30  may be waived in a particular instance by the body which

31  appointed the person to the advisory board, upon a full

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 1  disclosure of the transaction or relationship to the

 2  appointing body prior to the waiver and an affirmative vote in

 3  favor of waiver by two-thirds vote of that body.  In instances

 4  in which appointment to the advisory board is made by an

 5  individual, waiver may be effected, after public hearing, by a

 6  determination by the appointing person and full disclosure of

 7  the transaction or relationship by the appointee to the

 8  appointing person.  In addition, no person shall be held in

 9  violation of subsection (3) or subsection (7) if:

10         (b)  The business is awarded under a system of sealed,

11  competitive bidding to the lowest or best bidder and:

12         1.  The official or the official's spouse or child has

13  in no way participated in the determination of the bid

14  specifications or the determination of the lowest or best

15  bidder;

16         2.  The official or the official's spouse or child has

17  in no way used or attempted to use the official's influence to

18  persuade the agency or any personnel thereof to enter such a

19  contract other than by the mere submission of the bid; and

20         3.  The official, prior to or at the time of the

21  submission of the bid, has filed a statement with the

22  Commission on Ethics Department of State, if the official is a

23  state officer or employee, or with the supervisor of elections

24  of the county in which the agency has its principal office, if

25  the official is an officer or employee of a political

26  subdivision, disclosing the official's interest, or the

27  interest of the official's spouse or child, and the nature of

28  the intended business.

29         (14)  LOBBYING BY FORMER LOCAL OFFICERS;

30  PROHIBITION.--A person who has been elected to any county,

31  municipal, special district, or school district office may not

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 1  personally represent another person or entity for compensation

 2  before the government governing body or agency of which the

 3  person was an officer for a period of 2 years after vacating

 4  that office.

 5         Section 3.  Present subsections (4), (5), and (6) of

 6  section 112.3144, Florida Statutes, are redesignated as

 7  subsections (5), (6), and (7), respectively, and a new

 8  subsection (4) is added to that section, to read:

 9         112.3144  Full and public disclosure of financial

10  interests.--

11         (4)(a)  With respect to reporting assets valued in

12  excess of $1,000 on forms prescribed under this section which

13  the reporting individual holds jointly with another person,

14  the amount reported shall be based on the reporting

15  individual's legal percentage of ownership in the property.

16  However, assets that are held jointly, with right of

17  survivorship, must be reported at 100 percent of the value of

18  the asset. For purposes of this subsection, a reporting

19  individual is deemed to own a percentage of a partnership

20  which is equal to the reporting individual's interest in the

21  capital or equity of the partnership.

22         (b)1.  With respect to reporting liabilities valued in

23  excess of $1,000 on forms prescribed under this section for

24  which the reporting individual is jointly and severally

25  liable, the amount reported shall be based on the reporting

26  individual's percentage of liability rather than the total

27  amount of the liability. However, liability for a debt that is

28  secured by property owned by the reporting individual but that

29  is held jointly, with right of survivorship, must be reported

30  at 100 percent of the total amount owed.

31  

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 1         2.  A separate section of the form shall be created to

 2  provide for the reporting of the amounts of joint and several

 3  liability of the reporting individual not otherwise reported

 4  in subparagraph 1.

 5         Section 4.  Paragraph (c) of subsection (6) of section

 6  112.3145, Florida Statutes, is amended to read:

 7         112.3145  Disclosure of financial interests and clients

 8  represented before agencies.--

 9         (6)  Forms for compliance with the disclosure

10  requirements of this section and a current list of persons

11  subject to disclosure shall be created by the commission and

12  provided to each supervisor of elections. The commission and

13  each supervisor of elections shall give notice of disclosure

14  deadlines and delinquencies and distribute forms in the

15  following manner:

16         (c)  Not later than 30 days after July 1 of each year,

17  the commission and each supervisor of elections shall

18  determine which persons required to file a statement of

19  financial interests in their respective offices have failed to

20  do so and shall send delinquency notices by certified mail,

21  return receipt requested, to these such persons.  Each notice

22  shall state that a grace period is in effect until September 1

23  of the current year; that no investigative or disciplinary

24  action based upon the delinquency will be taken by the agency

25  head or commission if the statement is filed by September 1 of

26  the current year; that, if the statement is not filed by

27  September 1 of the current year, a fine of $25 for each day

28  late will be imposed, up to a maximum penalty of $1,500; for

29  notices sent by a supervisor of elections, that he or she is

30  required by law to notify the commission of the delinquency;

31  and that, if upon the filing of a sworn complaint the

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 1  commission finds that the person has failed to timely file the

 2  statement within 60 days after September 1 of the current

 3  year, such person will also be subject to the penalties

 4  provided in s. 112.317.

 5         Section 5.  Section 112.3147, Florida Statutes, is

 6  amended to read:

 7         112.3147  Forms.--

 8         (1)  All information required to be furnished by ss.

 9  112.313, 112.3143, 112.3144, 112.3145, 112.3148, and 112.3149

10  and by s. 8, Art. II of the State Constitution shall be on

11  forms prescribed by the Commission on Ethics.

12         (2)(a)  With respect to reporting assets valued in

13  excess of $1,000 on forms prescribed pursuant to s. 112.3144

14  which the reporting individual holds jointly with another

15  person, the amount reported shall be based on the reporting

16  individual's legal percentage of ownership in the property,

17  except that assets held jointly with the reporting

18  individual's spouse shall be reported at 100 percent of the

19  value of the asset. For purposes of this subsection, a

20  reporting individual is deemed to own an interest in a

21  partnership which corresponds to the reporting individual's

22  interest in the capital or equity of the partnership.

23         (b)1.  With respect to reporting liabilities valued in

24  excess of $1,000 on forms prescribed pursuant to s. 112.3144

25  for which the reporting individual is jointly and severally

26  liable, the amount reported shall be based upon the reporting

27  individual's percentage of liability rather than the total

28  amount of the liability, except, a joint and several liability

29  with the reporting individual's spouse for a debt which

30  relates to property owned by both as tenants by the entirety

31  shall be reported at 100 percent of the total amount owed.

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 1         2.  A separate section of the form shall be created to

 2  provide for the reporting of the amounts of joint and several

 3  liability of the reporting individual not otherwise reported

 4  in paragraph (a).

 5         Section 6.  Paragraph (d) of subsection (6) and

 6  subsection (8) of section 112.3148, Florida Statutes, are

 7  amended to read:

 8         112.3148  Reporting and prohibited receipt of gifts by

 9  individuals filing full or limited public disclosure of

10  financial interests and by procurement employees.--

11         (6)

12         (d)  No later than July 1 of each year, each reporting

13  individual or procurement employee shall file a statement

14  listing each gift having a value in excess of $100 received by

15  the reporting individual or procurement employee, either

16  directly or indirectly, from a governmental entity or a

17  direct-support organization specifically authorized by law to

18  support a governmental entity. The statement shall list the

19  name of the person providing the gift, a description of the

20  gift, the date or dates on which the gift was given, and the

21  value of the total gifts given during the calendar year for

22  which the report is made. The reporting individual or

23  procurement employee shall attach to the such statement any

24  report received by him or her in accordance with paragraph

25  (c), which report shall become a public record when filed with

26  the statement of the reporting individual or procurement

27  employee. The reporting individual or procurement employee may

28  explain any differences between the report of the reporting

29  individual or procurement employee and the attached reports.

30  The annual report filed by a reporting individual shall be

31  filed with the financial disclosure statement required by

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 1  either s. 8, Art. II of the State Constitution or s. 112.3145,

 2  as applicable to the reporting individual.  The annual report

 3  filed by a procurement employee shall be filed with the

 4  Commission on Ethics. The report filed by a reporting

 5  individual or procurement employee who left office or

 6  employment during the calendar year covered by the report

 7  shall be filed by July 1 of the year after leaving office or

 8  employment at the same location as his or her final financial

 9  disclosure statement or, in the case of a former procurement

10  employee, with the Commission on Ethics.

11         (8)(a)  Each reporting individual or procurement

12  employee shall file a statement with the Commission on Ethics

13  not later than on the last day of each calendar quarter, for

14  the previous calendar quarter, containing a list of gifts

15  which he or she believes to be in excess of $100 in value, if

16  any, accepted by him or her, for which compensation was not

17  provided by the donee to the donor within 90 days of receipt

18  of the gift to reduce the value to $100 or less, except the

19  following:

20         1.  Gifts from relatives.

21         2.  Gifts prohibited by subsection (4) or s.

22  112.313(4).

23         3.  Gifts otherwise required to be disclosed by this

24  section.

25         (b)  The statement shall include:

26         1.  A description of the gift, the monetary value of

27  the gift, the name and address of the person making the gift,

28  and the dates thereof.  If any of these facts, other than the

29  gift description, are unknown or not applicable, the report

30  shall so state.

31  

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 1         2.  A copy of any receipt for such gift provided to the

 2  reporting individual or procurement employee by the donor.

 3         (c)  The statement may include an explanation of any

 4  differences between the reporting individual's or procurement

 5  employee's statement and the receipt provided by the donor.

 6         (d)  The reporting individual's or procurement

 7  employee's statement shall be sworn to by such person as being

 8  a true, accurate, and total listing of all such gifts.

 9         (e)  Statements must be filed not later than 5 p.m. of

10  the due date. However, any statement that is postmarked by the

11  United States Postal Service by midnight of the due date is

12  deemed to have been filed in a timely manner, and a

13  certificate of mailing obtained from and dated by the United

14  States Postal Service at the time of the mailing, or a receipt

15  from an established courier company which bears a date on or

16  before the due date, constitutes proof of mailing in a timely

17  manner.

18         (f)(e)  If a reporting individual or procurement

19  employee has not received any gifts described in paragraph (a)

20  during a calendar quarter, he or she is not required to file a

21  statement under this subsection for that calendar quarter.

22         Section 7.  Subsection (6) of section 112.3149, Florida

23  Statutes, is amended to read:

24         112.3149  Solicitation and disclosure of honoraria.--

25         (6)  A reporting individual or procurement employee who

26  receives payment or provision of expenses related to any

27  honorarium event from a person who is prohibited by subsection

28  (4) from paying an honorarium to a reporting individual or

29  procurement employee shall publicly disclose on an annual

30  statement the name, address, and affiliation of the person

31  paying or providing the expenses; the amount of the honorarium

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 1  expenses; the date of the honorarium event; a description of

 2  the expenses paid or provided on each day of the honorarium

 3  event; and the total value of the expenses provided to the

 4  reporting individual or procurement employee in connection

 5  with the honorarium event.  The annual statement of honorarium

 6  expenses shall be filed by July 1 of each year for those such

 7  expenses received during the previous calendar year. The

 8  reporting individual or procurement employee shall attach to

 9  the annual statement a copy of each statement received by him

10  or her in accordance with subsection (5) regarding honorarium

11  expenses paid or provided during the calendar year for which

12  the annual statement is filed. The Such attached statement

13  shall become a public record upon the filing of the annual

14  report. The annual statement of a reporting individual shall

15  be filed with the financial disclosure statement required by

16  either s. 8, Art. II of the State Constitution or s. 112.3145,

17  as applicable to the reporting individual. The annual

18  statement of a procurement employee shall be filed with the

19  Commission on Ethics. The statement filed by a reporting

20  individual or procurement employee who left office or

21  employment during the calendar year covered by the statement

22  shall be filed by July 1 of the year after leaving office or

23  employment at the same location as his or her final financial

24  disclosure statement or, in the case of a former procurement

25  employee, with the Commission on Ethics.

26         Section 8.  Subsections (1), (2), (6), (7), and (8) of

27  section 112.317, Florida Statutes, is amended to read:

28         112.317  Penalties.--

29         (1)  Violation of any provision of this part,

30  including, but not limited to, any failure to file any

31  disclosures required by this part or violation of any standard

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 1  of conduct imposed by this part, or violation of any provision

 2  of s. 8, Art. II of the State Constitution, in addition to any

 3  criminal penalty or other civil penalty involved, shall, under

 4  pursuant to applicable constitutional and statutory

 5  procedures, constitute grounds for, and may be punished by,

 6  one or more of the following:

 7         (a)  In the case of a public officer:

 8         1.  Impeachment.

 9         2.  Removal from office.

10         3.  Suspension from office.

11         4.  Public censure and reprimand.

12         5.  Forfeiture of no more than one-third salary per

13  month for no more than 12 months.

14         6.  A civil penalty not to exceed $10,000.

15         7.  Restitution of any pecuniary benefits received

16  because of the violation committed. The commission may

17  recommend that the restitution penalty be paid to the agency

18  of which the public officer was a member or to the General

19  Revenue Fund.

20         (b)  In the case of an employee or a person designated

21  as a public officer by this part who otherwise would be deemed

22  to be an employee:

23         1.  Dismissal from employment.

24         2.  Suspension from employment for not more than 90

25  days without pay.

26         3.  Demotion.

27         4.  Reduction in salary level.

28         5.  Forfeiture of no more than one-third salary per

29  month for no more than 12 months.

30         6.  A civil penalty not to exceed $10,000.

31  

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 1         7.  Restitution of any pecuniary benefits received

 2  because of the violation committed. The commission may

 3  recommend that the restitution penalty be paid to the agency

 4  by which the public employee was employed, or of which the

 5  officer was deemed to be an employee, or to the General

 6  Revenue Fund.

 7         8.  Public censure and reprimand.

 8         (c)  In the case of a candidate who violates the

 9  provisions of this part or s. 8(a) and (i), Art. II of the

10  State Constitution:

11         1.  Disqualification from being on the ballot.

12         2.  Public censure.

13         3.  Reprimand.

14         4.  A civil penalty not to exceed $10,000.

15         (d)  In the case of a former public officer or employee

16  who has violated a provision applicable to former officers or

17  employees or whose violation occurred before the prior to such

18  officer's or employee's leaving public office or employment:

19         1.  Public censure and reprimand.

20         2.  A civil penalty not to exceed $10,000.

21         3.  Restitution of any pecuniary benefits received

22  because of the violation committed. The commission may

23  recommend that the restitution penalty be paid to the agency

24  of the public officer or employee or to the General Revenue

25  Fund.

26         (2)  In any case in which the commission finds a

27  violation of this part or of s. 8, Art. II of the State

28  Constitution and the proper disciplinary official or body

29  under s. 112.324 imposes recommends a civil penalty or

30  restitution penalty, the Attorney General shall bring a civil

31  action to recover such penalty.  No defense may be raised in

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 1  the civil action to enforce the civil penalty or order of

 2  restitution that could have been raised by judicial review of

 3  the administrative findings and recommendations of the

 4  commission by certiorari to the district court of appeal. The

 5  Attorney General shall collect any costs, attorney's fees,

 6  expert witness fees, or other costs of collection incurred in

 7  bringing the action.

 8         (6)  Any person who willfully discloses, or permits to

 9  be disclosed, his or her intention to file a complaint, the

10  existence or contents of a complaint which has been filed with

11  the commission, or any document, action, or proceeding in

12  connection with a confidential preliminary investigation of

13  the commission, before such complaint, document, action, or

14  proceeding becomes a public record as provided herein commits

15  a misdemeanor of the first degree, punishable as provided in

16  s. 775.082 or s. 775.083.

17         (6)(7)  In any case in which the commission finds

18  probable cause to believe that a complainant has committed

19  perjury in regard to any document filed with, or any testimony

20  given before, the commission, it shall refer such evidence to

21  the appropriate law enforcement agency for prosecution and

22  taxation of costs.

23         (7)(8)  In any case in which the commission determines

24  that a person has filed a complaint against a public officer

25  or employee with a malicious intent to injure the reputation

26  of such officer or employee by filing the complaint with

27  knowledge that the complaint contains one or more false

28  allegations or with reckless disregard for whether the

29  complaint contains false allegations of fact material to a

30  violation of this part, the complainant shall be liable for

31  costs plus reasonable attorney's fees incurred in the defense

                                  17

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 1  of the person complained against, including the costs and

 2  reasonable attorney's fees incurred in proving entitlement to

 3  and the amount of costs and fees. If the complainant fails to

 4  pay such costs and fees voluntarily within 30 days following

 5  such finding by the commission, the commission shall forward

 6  such information to the Department of Legal Affairs, which

 7  shall bring a civil action in a court of competent

 8  jurisdiction to recover the amount of such costs and fees

 9  awarded by the commission.

10         Section 9.  Section 112.3185, Florida Statutes, is

11  amended to read:

12         112.3185  Additional standards for state agency

13  employees Contractual services.--

14         (1)  For the purposes of this section:

15         (a)  "Contractual services" shall be defined as set

16  forth in chapter 287.

17         (b)  "Agency" means any state officer, department,

18  board, commission, or council of the executive or judicial

19  branch of state government and includes the Public Service

20  Commission.

21         (2)  No agency employee who participates through

22  decision, approval, disapproval, recommendation, preparation

23  of any part of a purchase request, influencing the content of

24  any specification or procurement standard, rendering of

25  advice, investigation, or auditing or in any other advisory

26  capacity in the procurement of contractual services shall

27  become or be, while an agency employee, the employee of a

28  person contracting with the agency by whom the employee is

29  employed.

30         (3)  No agency employee shall, after retirement or

31  termination, have or hold any employment or contractual

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 1  relationship with any business entity other than an agency in

 2  connection with any contract in which the agency employee

 3  participated personally and substantially through decision,

 4  approval, disapproval, recommendation, rendering of advice, or

 5  investigation while an officer or employee. When the agency

 6  employee's position is eliminated and his or her duties are

 7  performed by the business entity, this subsection does not

 8  prohibit him or her from employment or contractual

 9  relationship with the business entity if the employee's

10  participation in the contract was limited to recommendation,

11  rendering of advice, or investigation and if the agency head

12  determines that the best interests of the state will be served

13  thereby and provides prior written approval for the particular

14  employee.

15         (4)  No agency employee shall, within 2 years after

16  retirement or termination, have or hold any employment or

17  contractual relationship with any business entity other than

18  an agency in connection with any contract for contractual

19  services which was within his or her responsibility while an

20  employee. If the agency employee's position is eliminated and

21  his or her duties are performed by the business entity, the

22  provisions of this subsection may be waived by the agency head

23  through prior written approval for a particular employee if

24  the agency head determines that the best interests of the

25  state will be served thereby.

26         (5)  The sum of money paid to a former agency employee

27  during the first year after the cessation of his or her

28  responsibilities, by the agency with whom he or she was

29  employed, for contractual services provided to the agency,

30  shall not exceed the annual salary received on the date of

31  cessation of his or her responsibilities. The provisions of

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 1  This subsection may be waived by the agency head for a

 2  particular contract if the agency head determines that such

 3  waiver will result in significant time or cost savings for the

 4  state.

 5         (6)  No agency employee shall, after retirement or

 6  termination, represent or advise another person or entity,

 7  except the state, in any matter in which the employee

 8  participated personally in his or her official capacity

 9  through decision, approval, disapproval, recommendation,

10  rendering of advice, investigation, or otherwise while an

11  employee. The term "matter" includes any judicial or other

12  proceeding, application, request for a ruling, or other

13  determination, contract, claim, controversy, investigation,

14  charge, accusation, arrest, or other particular action

15  involving a specific party or parties.

16         (7)(6)  No agency employee acting in an official

17  capacity shall directly or indirectly procure contractual

18  services for his or her own agency from any business entity of

19  which a relative is an officer, partner, director, or

20  proprietor or in which the such officer or employee or his or

21  her spouse or child, or any combination of them, has a

22  material interest.

23         (8)(7)  A violation of any provision of this section is

24  punishable in accordance with s. 112.317.

25         (9)(8)  This section is not applicable to any employee

26  of the Public Service Commission who was so employed on or

27  before December 31, 1994.

28         Section 10.  Paragraph (f) of subsection (5) of section

29  112.3215, Florida Statutes, is amended to read:

30  

31  

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 1         112.3215  Lobbyists before the executive branch or the

 2  Constitution Revision Commission; registration and reporting;

 3  investigation by commission.--

 4         (5)

 5         (f)  The commission shall provide by rule the grounds

 6  for waiving a fine and the procedures a procedure by which a

 7  lobbyist who fails to timely file a report shall be notified

 8  and assessed fines and the procedure for appealing the fines.

 9  The rule shall provide for the following:

10         1.  Upon determining that the report is late, the

11  person designated to review the timeliness of reports shall

12  immediately notify the lobbyist as to the failure to timely

13  file the report and that a fine is being assessed for each

14  late day. The fine shall be $50 per day per report for each

15  late day up to a maximum of $5,000 per late report.

16         2.  Upon receipt of the report, the person designated

17  to review the timeliness of reports shall determine the amount

18  of the fine due based upon the earliest of the following:

19         a.  When a report is actually received by the lobbyist

20  registration and reporting office.

21         b.  When the report is postmarked.

22         c.  When the certificate of mailing is dated.

23         d.  When the receipt from an established courier

24  company is dated.

25         3.  Such fine shall be paid within 30 days after the

26  notice of payment due is transmitted by the Lobbyist

27  Registration Office, unless appeal is made to the commission.

28  The moneys shall be deposited into the Executive Branch Lobby

29  Registration Trust Fund.

30         4.  A fine shall not be assessed against a lobbyist the

31  first time any reports for which the lobbyist is responsible

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 1  are not timely filed. However, to receive the one-time fine

 2  waiver, all reports for which the lobbyist is responsible must

 3  be filed within 30 days after the notice that any reports have

 4  not been timely filed is transmitted by the Lobbyist

 5  Registration Office. A fine shall be assessed for any

 6  subsequent late-filed reports.

 7         5.  Any lobbyist may appeal or dispute a fine, based

 8  upon unusual circumstances surrounding the failure to file on

 9  the designated due date, and may request and shall be entitled

10  to a hearing before the commission, which shall have the

11  authority to waive the fine in whole or in part for good cause

12  shown. Any such request shall be made within 30 days after the

13  notice of payment due is transmitted by the Lobbyist

14  Registration Office.  In such case, the lobbyist shall, within

15  the 30-day period, notify the person designated to review the

16  timeliness of reports in writing of his or her intention to

17  bring the matter before the commission.

18         6.  The person designated to review the timeliness of

19  reports shall notify the commission of the failure of a

20  lobbyist to file a report after notice or of the failure of a

21  lobbyist to pay the fine imposed. The registration of a

22  lobbyist who fails to timely pay a fine is automatically

23  suspended until the fine is paid, unless an appeal of the fine

24  is pending before the commission.

25         7.  Notwithstanding any provision of chapter 120, any

26  fine imposed under this subsection that is not waived by final

27  order of the commission and that remains unpaid more than 60

28  days after the notice of payment due or more than 60 days

29  after the commission renders a final order on the lobbyist's

30  appeal shall be collected by the Department of Financial

31  Services as a claim, debt, or other obligation owed to the

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 1  state, and the department may assign the collection of such

 2  fine to a collection agent as provided in s. 17.20.

 3         Section 11.  Subsection (4) of section 112.322, Florida

 4  Statutes, is amended to read:

 5         112.322  Duties and powers of commission.--

 6         (4)  The commission has the power to subpoena, audit,

 7  and investigate.  The commission may subpoena witnesses and

 8  compel their attendance and testimony, administer oaths and

 9  affirmations, take evidence, and require by subpoena the

10  production of any books, papers, records, or other items

11  relevant to the performance of the duties of the commission or

12  to the exercise of its powers.  The commission may delegate to

13  its investigators the authority to administer oaths and

14  affirmations. The commission may delegate the authority to

15  issue subpoenas to its chair, and may authorize its employees

16  to serve any subpoena issued under this section.  In the case

17  of a refusal to obey a subpoena issued to any person, the

18  commission may make application to any circuit court of this

19  state which shall have jurisdiction to order the witness to

20  appear before the commission and to produce evidence, if so

21  ordered, or to give testimony touching on the matter in

22  question. Failure to obey the order may be punished by the

23  court as contempt. Witnesses shall be paid mileage and

24  witnesses fees as authorized for witnesses in civil cases,

25  except that a witness who is required to travel outside the

26  county of his or her residence to testify is entitled to per

27  diem and travel expenses at the same rate provided for state

28  employees under s. 112.061, to be paid after the witness

29  appears.

30         Section 12.  Section 112.324, Florida Statutes, is

31  amended to read:

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 1         112.324  Procedures on complaints of violations; public

 2  records and meeting exemptions.--

 3         (1)  Upon a written complaint executed on a form

 4  prescribed by the commission and signed under oath or

 5  affirmation by any person, The commission shall investigate

 6  any alleged violation of this part or any other alleged breach

 7  of the public trust within the jurisdiction of the commission

 8  as provided in s. 8(f), Art. II of the State Constitution in

 9  accordance with procedures set forth herein:

10         (a)  On a written complaint executed on a form

11  prescribed by the commission and signed under oath or

12  affirmation by any person;

13         (b)  Upon receipt of reliable and publicly disseminated

14  information that the commission unanimously deems sufficient

15  to indicate a breach of the public trust, except that

16  commission staff may not undertake a formal investigation

17  other than collecting publicly disseminated information before

18  a determination of sufficiency by the commission; or

19         (c)  Upon receipt of a written referral of a possible

20  violation of this part or other possible breach of the public

21  trust from the Governor, the Chief Financial Officer, a state

22  attorney, the executive director of the Department of Law

23  Enforcement, or the statewide prosecutor, which the commission

24  unanimously deems sufficient to indicate a breach of the

25  public trust.

26  

27  Within 5 days after receipt of a complaint by the commission,

28  or after determination by the commission that the information

29  or referral received is deemed sufficient, a copy shall be

30  transmitted to the alleged violator.

31  

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 1         (2)  The complaint and records relating to the

 2  complaint or to any preliminary investigation, or to the

 3  commission's determination regarding the information or

 4  referral, and held by the commission or its agents or by a

 5  Commission on Ethics and Public Trust established by any

 6  county defined in s. 125.011(1), are confidential and exempt

 7  from the provisions of s. 119.07(1) and s. 24(a), Art. I of

 8  the State Constitution, and any proceeding conducted by the

 9  commission or a Commission on Ethics and Public Trust,

10  pursuant to a complaint or preliminary investigation, is

11  exempt from the provisions of s. 286.011, s. 24(b), Art. I of

12  the State Constitution, and s. 120.525, until the complaint is

13  dismissed as legally insufficient, until the alleged violator

14  requests in writing that the such records and proceedings be

15  made public, or until the commission or a Commission on Ethics

16  and Public Trust determines, based on such investigation,

17  whether probable cause exists to believe that a violation has

18  occurred. In no event shall a complaint under this part

19  against a candidate in any general, special, or primary

20  election be filed or any intention of filing such a complaint

21  be disclosed on the day of any such election or within the 5

22  days immediately preceding the date of the election.

23         (3)  A preliminary investigation shall be undertaken by

24  the commission of each legally sufficient complaint,

25  information, or referral over which the commission has

26  jurisdiction to determine whether there is probable cause to

27  believe that a violation has occurred. If, upon completion of

28  the preliminary investigation, the commission finds no

29  probable cause to believe that this part has been violated or

30  that any other breach of the public trust has been committed,

31  the commission shall dismiss the complaint or proceeding with

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 1  the issuance of a public report to the complainant and the

 2  alleged violator, stating with particularity its reasons for

 3  dismissal of the complaint. At that time, the complaint, the

 4  proceeding, and all materials relating to the complaint shall

 5  become a matter of public record. If the commission finds from

 6  the preliminary investigation probable cause to believe that

 7  this part has been violated or that any other breach of the

 8  public trust has been committed, it shall so notify the

 9  complainant and the alleged violator in writing. The Such

10  notification and all documents made or received in the

11  disposition of the complaint or proceeding shall then become

12  public records. Upon request submitted to the commission in

13  writing, any person who the commission finds probable cause to

14  believe has violated any provision of this part or has

15  committed any other breach of the public trust shall be

16  entitled to a public hearing. The Such person shall be deemed

17  to have waived the right to a public hearing if the request is

18  not received within 14 days following the mailing of the

19  probable cause notification required by this subsection.

20  However, the commission may on its own motion, require a

21  public hearing, may conduct such further investigation as it

22  deems necessary, and may enter into such stipulations and

23  settlements as it finds to be just and in the best interest of

24  the state.  The commission is without jurisdiction to, and no

25  respondent may voluntarily or involuntarily, enter into a

26  stipulation or settlement which imposes any penalty,

27  including, but not limited to, a sanction or admonition or any

28  other penalty contained in s. 112.317. Penalties shall be

29  imposed only by the appropriate disciplinary authority as

30  designated in this section.

31  

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 1         (4)  If, in cases pertaining to members of the

 2  Legislature, upon completion of a full and final investigation

 3  by the commission, the commission finds that there has been a

 4  violation of this part or of any provision of s. 8, Art. II of

 5  the State Constitution, the commission shall forward a copy of

 6  the complaint, information, or referral and its findings by

 7  certified mail to the President of the Senate or the Speaker

 8  of the House of Representatives, whichever is applicable, who

 9  shall refer the matter complaint to the appropriate committee

10  for investigation and action which shall be governed by the

11  rules of its respective house. It shall be the duty of the

12  committee to report its final action upon the complaint to the

13  commission within 90 days of the date of transmittal to the

14  respective house.  Upon request of the committee, the

15  commission shall submit a recommendation as to what penalty,

16  if any, should be imposed. In the case of a member of the

17  Legislature, the house in which the member serves has shall

18  have the power to invoke the penalty provisions of this part.

19         (5)  If, in cases pertaining to complaints against

20  impeachable officers, upon completion of a full and final

21  investigation by the commission, the commission finds that

22  there has been a violation of this part or of any provision of

23  s. 8, Art. II of the State Constitution, and the commission

24  finds that the violation may constitute grounds for

25  impeachment, the commission shall forward a copy of the

26  complaint and its findings by certified mail to the Speaker of

27  the House of Representatives, who shall refer the complaint to

28  the appropriate committee for investigation and action which

29  shall be governed by the rules of the House of

30  Representatives. It shall be the duty of the committee to

31  

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 1  report its final action upon the complaint to the commission

 2  within 90 days of the date of transmittal.

 3         (6)  If the commission finds that there has been a

 4  violation of this part or of any provision of s. 8, Art. II of

 5  the State Constitution by an impeachable officer other than

 6  the Governor, and the commission recommends public censure and

 7  reprimand, forfeiture of a portion of the officer's salary, a

 8  civil penalty, or restitution, the commission shall report its

 9  findings and recommendation of disciplinary action to the

10  Governor, who has shall have the power to invoke the penalty

11  provisions of this part.

12         (7)  If the commission finds that there has been a

13  violation of this part or of any provision of s. 8, Art. II of

14  the State Constitution by the Governor, and the commission

15  recommends public censure and reprimand, forfeiture of a

16  portion of the Governor's salary, a civil penalty, or

17  restitution, the commission shall report its findings and

18  recommendation of disciplinary action to the Attorney General,

19  who has shall have the power to invoke the penalty provisions

20  of this part.

21         (8)  If, in cases pertaining to complaints other than

22  those complaints against impeachable officers or members of

23  the Legislature, upon completion of a full and final

24  investigation by the commission, the commission finds that

25  there has been a violation of this part or of s. 8, Art. II of

26  the State Constitution, it is shall be the duty of the

27  commission to report its findings and recommend appropriate

28  action to the proper disciplinary official or body as follows,

29  and the such official or body has shall have the power to

30  invoke the penalty provisions of this part, including the

31  power to order the appropriate elections official to remove a

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 1  candidate from the ballot for a violation of s. 112.3145 or s.

 2  8(a) and (i), Art. II of the State Constitution:

 3         (a)  The President of the Senate and the Speaker of the

 4  House of Representatives, jointly, in any case concerning the

 5  Public Counsel, members of the Public Service Commission,

 6  members of the Public Service Commission Nominating Council,

 7  the Auditor General, the director of the Office of Program

 8  Policy Analysis and Government Accountability, or members of

 9  the Legislative Committee on Intergovernmental Relations.

10         (b)  The Supreme Court, in any case concerning an

11  employee of the judicial branch.

12         (c)  The President of the Senate, in any case

13  concerning an employee of the Senate; the Speaker of the House

14  of Representatives, in any case concerning an employee of the

15  House of Representatives; or the President and the Speaker,

16  jointly, in any case concerning an employee of a committee of

17  the Legislature whose members are appointed solely by the

18  President and the Speaker or in any case concerning an

19  employee of the Public Counsel, Public Service Commission,

20  Auditor General, Office of Program Policy Analysis and

21  Government Accountability, or Legislative Committee on

22  Intergovernmental Relations.

23         (d)  Except as otherwise provided by this part, the

24  Governor, in the case of any other public officer, public

25  employee, former public officer or public employee, candidate,

26  or former candidate.

27         (e)  The President of the Senate or the Speaker of the

28  House of Representatives, whichever is applicable, in any case

29  concerning a former member of the Legislature who has violated

30  a provision applicable to former members or whose violation

31  occurred while a member of the Legislature.

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 1         (9)  In addition to reporting its findings to the

 2  proper disciplinary body or official, the commission shall

 3  report these findings to the state attorney or any other

 4  appropriate official or agency having authority to initiate

 5  prosecution when violation of criminal law is indicated.

 6         (10)  Notwithstanding the foregoing procedures of this

 7  section, a sworn complaint against any member or employee of

 8  the Commission on Ethics for violation of this part or of s.

 9  8, Art. II of the State Constitution shall be filed with the

10  President of the Senate and the Speaker of the House of

11  Representatives.  Each presiding officer shall, after

12  determining that there are sufficient grounds for review,

13  appoint three members of their respective bodies to a special

14  joint committee who shall investigate the complaint.  The

15  members shall elect a chair from among their number.  If the

16  special joint committee finds insufficient evidence to

17  establish probable cause to believe a violation of this part

18  or of s. 8, Art. II of the State Constitution has occurred, it

19  shall dismiss the complaint. If, upon completion of its

20  preliminary investigation, the committee finds sufficient

21  evidence to establish probable cause to believe a violation

22  has occurred, the chair thereof shall transmit such findings

23  to the Governor who shall convene a meeting of the Governor,

24  the President of the Senate, the Speaker of the House of

25  Representatives, and the Chief Justice of the Supreme Court to

26  take such final action on the complaint as they shall deem

27  appropriate, consistent with the penalty provisions of this

28  part. Upon request of a majority of the Governor, the

29  President of the Senate, the Speaker of the House of

30  Representatives, and the Chief Justice of the Supreme Court,

31  

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 1  the special joint committee shall submit a recommendation as

 2  to what penalty, if any, should be imposed.

 3         (11)  Notwithstanding the provisions of subsections

 4  (1)-(8), the commission may, at its discretion, dismiss any

 5  complaint, information, or referral at any stage of

 6  disposition should it determine that the public interest would

 7  not be served by proceeding further, in which case the

 8  commission shall issue a public report stating with

 9  particularity its reasons for the dismissal.

10         Section 13.  Subsections (3) and (4) of section 914.21,

11  Florida Statutes, are amended to read:

12         914.21  Definitions.--As used in ss. 914.22-914.24, the

13  term:

14         (3)  "Official investigation" means any investigation

15  instituted by a law enforcement agency or prosecuting officer

16  of the state or a political subdivision of the state or the

17  Commission on Ethics.

18         (4)  "Official proceeding" means:

19         (a)  A proceeding before a judge or court or a grand

20  jury;

21         (b)  A proceeding before the Legislature; or

22         (c)  A proceeding before a federal agency which is

23  authorized by law.

24         (d)  A proceeding before the Commission on Ethics.

25         Section 14.  This act shall take effect October 1,

26  2005.

27  

28  

29  

30  

31  

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 1          STATEMENT OF SUBSTANTIAL CHANGES CONTAINED IN
                       COMMITTEE SUBSTITUTE FOR
 2                    CS/Senate Bill 1944 & 2008

 3                                 

 4  The committee substitute makes the following changes to the
    underlying committee substitute:
 5  
    --   Restores language to current law allowing a reporting
 6       person to challenge a fine assessed for failure to timely
         file a statement of financial interests on the designated
 7       due date based upon unusual circumstances surrounding the
         failure to file; and
 8  
    --   Makes a technical change to avoid redundancy.
 9  

10  

11  

12  

13  

14  

15  

16  

17  

18  

19  

20  

21  

22  

23  

24  

25  

26  

27  

28  

29  

30  

31  

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