Senate Bill sb1982c1

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    Florida Senate - 2005                           CS for SB 1982

    By the Committee on Banking and Insurance; and Senator Crist





    597-2144-05

  1                      A bill to be entitled

  2         An act relating to public records exemptions;

  3         creating s. 559.5472, F.S.; creating an

  4         exemption from public records requirements for

  5         certain information relating to investigations

  6         and examinations by the Office of Financial

  7         Regulation of the Financial Services

  8         Commission; providing exceptions; providing

  9         construction; providing for future legislative

10         review and repeal of such exemption; providing

11         a statement of public necessity; providing a

12         contingent effective date.

13  

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

15  

16         Section 1.  Section 559.5472, Florida Statutes, is

17  created to read:

18         559.5472  Public records exemption for investigation

19  and examination information.--

20         (1)  Except as otherwise provided by this section,

21  information held by the Office of Financial Regulation of the

22  Financial Services Commission pursuant to an investigation or

23  examination conducted under part V or part VI of this chapter,

24  including any consumer complaint, is confidential and exempt

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

26  Constitution until the investigation or examination is

27  completed or ceases to be active.

28         (2)  Such information shall remain confidential and

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

30  Constitution after the office's investigation or examination

31  is completed or ceases to be active if the office submits the

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    Florida Senate - 2005                           CS for SB 1982
    597-2144-05




 1  information to a law enforcement agency, administrative

 2  agency, or regulatory organization for further investigation

 3  or examination. Such information shall remain confidential and

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

 5  Constitution until that agency's investigation or examination

 6  is completed or ceases to be active.

 7         (3)  Such information shall remain confidential and

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

 9  Constitution after the office completes its investigation or

10  examination or the investigation or examination ceases to be

11  active if disclosure would:

12         (a)  Jeopardize the integrity of another active

13  investigation or examination;

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

15  security number, or any other identifying information of a

16  complainant, customer, or account holder;

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

18         (d)  Reveal investigative techniques or procedures; or

19         (e)  Reveal a trade secret as defined in s. 688.002.

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21  For purposes of this section, an investigation or examination

22  is active so long as the office or any law enforcement agency,

23  administrative agency, or regulatory organization is

24  proceeding with reasonable dispatch and has a reasonable good

25  faith belief that the investigation or examination may lead to

26  the filing of an administrative, civil, or criminal proceeding

27  or to the denial or conditional grant of a license,

28  registration, or permit.

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

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

31  

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    Florida Senate - 2005                           CS for SB 1982
    597-2144-05




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

 2  saved from repeal through reenactment by the Legislature.

 3         Section 2.  (1)  The Legislature finds that it is a

 4  public necessity that information held by the Office of

 5  Financial Regulation of the Financial Services Commission

 6  pursuant to an investigation or examination conducted under

 7  part V or part VI of chapter 559, Florida Statutes, be made

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

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

10  Constitution until the investigation or examination is

11  completed or ceases to be active or, if the office submits the

12  information to any law enforcement agency, administrative

13  agency, or regulatory organization for further investigation,

14  that agency's or organization's investigation is completed or

15  ceases to be active. The Legislature further finds that it is

16  a public necessity that the information that, if released,

17  would jeopardize the integrity of another active investigation

18  or examination; reveal the name, address, telephone number,

19  social security number, or any other identifying information

20  of any complainant, customer, or account holder; disclose the

21  identity of a confidential source; disclose investigative

22  techniques or procedures; or reveal a trade secret as defined

23  in section 688.002, Florida Statutes, remain confidential and

24  exempt once an investigation or examination is completed or

25  ceases to be active.

26         (2)  An investigation or examination conducted by the

27  office may lead to filing an administrative, civil, or

28  criminal proceeding or to denying or conditionally granting a

29  license, registration, or permit. The release of investigative

30  or examination information before the investigation or

31  examination is completed or ceases to be active could

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    Florida Senate - 2005                           CS for SB 1982
    597-2144-05




 1  jeopardize the integrity of an active investigation or

 2  examination or could jeopardize the integrity of an active

 3  investigation or examination conducted by a law enforcement

 4  agency, administrative agency, or regulatory organization at

 5  the request of the office.

 6         (3)  Investigations and examinations conducted by the

 7  office frequently involve the gathering of personal, sensitive

 8  information concerning complainants, customers, account

 9  holders, and confidential sources. The office may not

10  otherwise have this identifying information, including the

11  name, address, telephone number, and social security number of

12  such persons, in its possession but for the investigation or

13  examination. Because of the sensitive nature of the

14  information gathered, the disclosure of such information could

15  cause unwarranted damage to such persons by facilitating

16  identity theft or by jeopardizing their safety.

17         (4)  Revealing investigative techniques or procedures

18  may inhibit the effective and efficient administration of the

19  office in conducting investigations or examinations. Revealing

20  such techniques or procedures could allow a person to hide or

21  conceal violations of law that would otherwise have been

22  discovered during an investigation or examination. As such,

23  the office's ability to perform an effective and efficient

24  investigation or examination may be hindered.

25         (5)  It is sometimes necessary for the office to review

26  trade secrets as part of an ongoing investigation or

27  examination. Public disclosure of trade secrets may cause

28  injury to the affected entity in the marketplace. The release

29  of trade secrets could create an unfair competitive advantage

30  for persons receiving such information, which would adversely

31  impact the business under investigation or examination. The

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    Florida Senate - 2005                           CS for SB 1982
    597-2144-05




 1  public records exemption for trade secrets will provide the

 2  office with the necessary tools to perform its function while

 3  maintaining adequate protection for the affected business.

 4         Section 2.  This act shall take effect October 1, 2005,

 5  only if HB 1133 or substantially similar legislation is

 6  adopted in the same legislative session or an extension

 7  thereof and becomes a law.

 8  

 9          STATEMENT OF SUBSTANTIAL CHANGES CONTAINED IN
                       COMMITTEE SUBSTITUTE FOR
10                         Senate Bill 1982

11                                 

12  The committee substitute provides the following changes:  

13  o    Removes proprietary business information from the list of
         records that would remain confidential and exempt after
14       the investigation or examination ceases or is no longer
         active.
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    o    Revises other provisions in the bill, including the
16       public necessity statement, for clarity.

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