Senate Bill sb1982

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    Florida Senate - 2005                                  SB 1982

    By Senator Crist





    12-884A-05                                         See HB 1135

  1                      A bill to be entitled

  2         An act relating to public records exemptions;

  3         creating s. 559.5472, F.S.; exempting from

  4         public records disclosure requirements certain

  5         information relating to investigations and

  6         examinations by the Office of Financial

  7         Regulation of the Financial Services

  8         Commission; providing exceptions; providing for

  9         continuing the exemption under certain

10         circumstances; providing for repeal and review

11         of such exemption; providing a statement of

12         public necessity; providing a contingent

13         effective date.

14  

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

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17         Section 1.  Section 559.5472, Florida Statutes, is

18  created to read:

19         559.5472  Confidentiality of information relating to

20  investigations and examinations.--

21         (1)  Except as otherwise provided in this section,

22  information received or created during an investigation or

23  examination by the Office of Financial Regulation of the

24  Financial Services Commission pursuant to part V or part VI of

25  this chapter, including any consumer complaint, is

26  confidential and exempt from s. 119.07(1) and s. 24(a), Art. I

27  of the State Constitution until the investigation or

28  examination is completed or ceases to be active.

29         (2)  The office may provide such confidential and

30  exempt information to a law enforcement agency, administrative

31  agency, or regulatory organization in the furtherance of its

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    Florida Senate - 2005                                  SB 1982
    12-884A-05                                         See HB 1135




 1  duties and responsibilities. The law enforcement agency,

 2  administrative agency, or regulatory organization shall

 3  maintain the exempt and confidential status of the information

 4  so long as such information would otherwise be confidential

 5  and exempt from provisions requiring public disclosure.

 6         (3)  Such information shall remain confidential and

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

 8  Constitution after the office completes its investigation or

 9  examination or the investigation or examination ceases to be

10  active if disclosure of the document would:

11         (a)  Jeopardize the integrity of another active

12  investigation;

13         (b)  Reveal the name, address, telephone number, social

14  security number, or any other identifying information of a

15  complainant, customer, or account holder;

16         (c)  Reveal the identity of a confidential source;

17         (d)  Reveal investigative techniques or procedures;

18         (e)  Reveal a trade secret as defined in s. 688.002; or

19         (f)  Reveal proprietary business information.

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21  For purposes of this section, an investigation or examination

22  shall be considered active so long as the office or any law

23  enforcement or administrative agency or regulatory

24  organization is proceeding with reasonable dispatch and has a

25  reasonable good faith belief that the investigation or

26  examination may lead to the filing of an administrative,

27  civil, or criminal proceeding or to the denial or conditional

28  grant of a license, registration, or permit. If the office

29  receives a request for information that is confidential and

30  exempt under this section, the office shall communicate to the

31  

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    Florida Senate - 2005                                  SB 1982
    12-884A-05                                         See HB 1135




 1  person or entity requesting the information which paragraph of

 2  this subsection prohibits disclosure.

 3         (4)  This section is subject to the Open Government

 4  Sunset Review Act of 1995 in accordance with s. 119.15 and

 5  shall stand repealed on October 2, 2010, unless reviewed and

 6  saved from repeal through reenactment by the Legislature.

 7         Section 2.  The Legislature finds that:

 8         (1)  It is a public necessity that information received

 9  or created during an investigation or examination conducted by

10  the Office of Financial Regulation of the Financial Services

11  Commission pursuant to part V or part VI of chapter 559,

12  Florida Statutes, including any consumer complaint, be

13  confidential and exempt from section 119.07(1), Florida

14  Statutes, and Section 24(a), Article I of the State

15  Constitution until the investigation or examination is

16  completed or ceases to be active or if the office submits the

17  information to any law enforcement or administrative agency or

18  regulatory organization for further investigation and that

19  agency's or organization's investigation is completed or

20  ceases to be active, in order to protect the integrity of such

21  investigations or examinations. An investigation or

22  examination may lead to filing an administrative, civil, or

23  criminal proceeding or to denying or conditionally granting a

24  license, registration, or permit. The public necessity exists

25  to the extent disclosure might jeopardize the integrity of

26  another active investigation or examination; reveal the name,

27  address, telephone number, social security number, or any

28  other identifying information of any complainant, customer, or

29  account holder; disclose the identity of a confidential

30  source; disclose investigative techniques or procedures;

31  

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    Florida Senate - 2005                                  SB 1982
    12-884A-05                                         See HB 1135




 1  reveal a trade secret as defined in section 688.002, Florida

 2  Statutes; or reveal proprietary business information.

 3         (2)  Examinations and investigations by the office

 4  frequently involve the gathering of personal, sensitive

 5  information concerning individuals, such as complainants,

 6  customers, account holders, or other confidential sources. The

 7  office may not otherwise have this information in its

 8  possession but for the examination or investigation. Because

 9  of the sensitive nature of the information gathered, the

10  information should not be made available to the public. If

11  disclosed, this information may cause unwarranted damage to

12  such persons by facilitating identity theft or jeopardizing

13  the safety of such individuals.

14         (3)  Revealing investigative techniques or procedures

15  may inhibit the effective and efficient administration of the

16  office to conduct investigations. Revealing such techniques or

17  procedures could allow a person to hide or conceal violations

18  of law that would have otherwise been discovered during an

19  examination or investigation. As such, the office's ability to

20  perform an effective investigation or examination may be

21  hindered.

22         (4)  Proprietary business information or trade secrets

23  are sometimes necessary for the office to review as part of an

24  ongoing examination or investigation. Disclosure of such

25  information to the public may cause injury to the affected

26  entity in the marketplace if revealed. Providing the

27  confidentiality will provide the office with the necessary

28  tool to perform its function while maintaining adequate

29  protection for the affected business.

30         Section 2.  This act shall take effect July 1, 2005,

31  only if HB 1133 or similar legislation is enacted during the

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    Florida Senate - 2005                                  SB 1982
    12-884A-05                                         See HB 1135




 1  2005 Regular Session or an extension thereof and becomes a

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