Senate Bill sb2642c1

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    Florida Senate - 2006                           CS for SB 2642

    By the Committee on Governmental Oversight and Productivity;
    and Senator Posey




    585-2473-06

  1                      A bill to be entitled

  2         An act relating to disclosures by public

  3         officers and employees; creating s. 112.3152,

  4         F.S.; requiring persons who file disclosure of

  5         financial interests, gifts, and honoraria with

  6         the Commission on Ethics to do so

  7         electronically on a filing system developed by

  8         the commission; providing filing requirements;

  9         providing requirements for the system;

10         providing for rules; amending ss. 112.3144,

11         F.S., relating to disclosure of financial

12         interests, and 112.3145, F.S., relating to

13         disclosure of financial interests and clients

14         represented before agencies; conforming those

15         sections to changes made by the act; providing

16         an effective date.

17  

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

19  

20         Section 1.  Section 112.3152, Florida Statutes, is

21  created to read:

22         112.3152  Electronic filing of statements.--

23         (1)  As used in this section, the term "electronic

24  filing system" means an Internet system for recording and

25  reporting public information filed with and maintained by the

26  commission by reporting period.

27         (2)  Each individual who files statements or reports in

28  accordance with s. 112.3144, s. 112.3145, s. 112.3148, s.

29  112.3149, or s. 8, Art. II of the State Constitution with the

30  commission must file such statements or reports with the

31  

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    Florida Senate - 2006                           CS for SB 2642
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 1  commission by means of the commission's electronic filing

 2  system.

 3         (3)  Statements or reports filed pursuant to this

 4  section must be completed and filed through the electronic

 5  filing system no later than midnight of the day designated.

 6  Statements not filed by midnight of the day designated are

 7  late-filed and are subject to the penalties under s. 112.317,

 8  s. 112.3144, or s. 112.3145, as applicable. Attachments filed

 9  as part of or in conjunction with the statements or reports

10  filed electronically pursuant to this section must be filed

11  not later than 5 p.m. of the due date. A statement or report

12  filed electronically pursuant to this section may not be

13  considered timely regardless of when filed with the commission

14  unless all required attachments are timely filed. Any

15  attachment that is postmarked by the United States Postal

16  Service by midnight of the due date is deemed to have been

17  filed in a timely manner, and a certificate of mailing

18  obtained from and dated by the United States Postal Service at

19  the time of mailing, or a receipt from an established courier

20  company which bears a date on or before the due date,

21  constitutes proof of mailing in a timely manner.

22         (4)  Each statement or report filed pursuant to this

23  section and filed in accordance with s. 112.3144 or s.

24  112.3148(8) is considered to be given under oath by the

25  individual. Each individual who files a statement or report

26  pursuant to this section is subject to s. 112.317, s.

27  112.3144, s. 112.3145, s. 112.3148, or s. 112.3149, as

28  applicable. Persons given a secure sign-on to the electronic

29  filing system are responsible for protecting it from

30  disclosure and are responsible for all filings using such

31  

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    Florida Senate - 2006                           CS for SB 2642
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 1  credentials, unless they have notified the commission that

 2  their credentials have been compromised.

 3         (5)  The electronic filing system developed by the

 4  commission must:

 5         (a)  Be based on access by means of the Internet.

 6         (b)  Be accessible by anyone with Internet access using

 7  standard web-browsing software.

 8         (c)  Provide for direct entry of information and may

 9  provide for the upload of such information from software

10  certified by the commission.

11         (d)  Provide a method that prevents unauthorized access

12  to electronic filing system functions.

13         (6)  The commission shall adopt rules pursuant to ss.

14  120.54 and 112.322(9) to administer this section and provide

15  for the statements or reports required to be filed pursuant to

16  this section. Such rules must, at a minimum, provide:

17         (a)  Alternate filing procedures in case the

18  commission's electronic filing system is not operable.

19         (b)  For the issuance of an electronic receipt to the

20  person submitting the statement or report indicating the date

21  and time the statement or report was filed and verifying that

22  the statement or report has been filed.

23         (c)  For the collection of information, if necessary,

24  to issue an electronic receipt.

25         (7)  The commission shall make available on the

26  Internet in an easily understood and accessible format all

27  statements and reports filed with the commission in accordance

28  with this section.

29         Section 2.  Subsection (4) of section 112.3144, Florida

30  Statutes, is amended to read:

31  

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    Florida Senate - 2006                           CS for SB 2642
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 1         112.3144  Full and public disclosure of financial

 2  interests.--

 3         (4)  Forms for compliance with the full and public

 4  disclosure requirements of s. 8, Art. II of the State

 5  Constitution shall be created by the Commission on Ethics. The

 6  commission shall give notice of disclosure deadlines and

 7  delinquencies and distribute forms in the following manner:

 8         (a)  Not later than May 1 of each year, the commission

 9  shall prepare a current list of the names and addresses of and

10  the offices held by every person required to file full and

11  public disclosure annually by s. 8, Art. II of the State

12  Constitution, or other state law. In compiling the list, the

13  commission shall be assisted by each unit of government in

14  providing at the request of the commission the name, address,

15  and name of the office held by each public official within the

16  respective unit of government.

17         (b)  Not later than 30 days before July 1 of each year,

18  the commission shall mail a copy of the form prescribed for

19  compliance with full and public disclosure and a notice of the

20  filing deadline to each person on the mailing list.

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

22  the commission shall determine which persons on the mailing

23  list have failed to file full and public disclosure and shall

24  send delinquency notices by certified mail to such persons.

25  Each notice shall state that a grace period is in effect until

26  September 1 of the current year.

27         (d)  Statements must be filed by electronic means as

28  provided in s. 112.3152 not later than 5 p.m. of the due date.

29  However, any statement that is postmarked by the United States

30  Postal Service by midnight of the due date is deemed to have

31  been filed in a timely manner, and a certificate of mailing

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    Florida Senate - 2006                           CS for SB 2642
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 1  obtained from and dated by the United States Postal Service at

 2  the time of the mailing, or a receipt from an established

 3  courier company which bears a date on or before the due date,

 4  constitutes proof of mailing in a timely manner.

 5         (e)  Any person who is required to file full and public

 6  disclosure of financial interests and whose name is on the

 7  commission's mailing list but who fails to timely file is

 8  assessed a fine of $25 per day for each day late up to a

 9  maximum of $1,500; however this $1,500 limitation on automatic

10  fines does not limit the civil penalty that may be imposed if

11  the statement is filed more than 60 days after the deadline

12  and a complaint is filed, as provided in s. 112.324. The

13  commission must provide by rule the grounds for waiving the

14  fine and the procedures by which each person whose name is on

15  the mailing list and who is determined to have not filed in a

16  timely manner will be notified of assessed fines and may

17  appeal. The rule must provide for and make specific the

18  following:

19         1.  The amount of the fine due is based upon the

20  earliest of the following:

21         a.  For statements or reports filed electronically:

22  When a statement is actually received by the office.

23         (I)  When a statement or report is actually received by

24  the office.

25         (II)  When the electronic receipt issued pursuant to s.

26  112.3152 is dated.

27         b.  For attachments filed as part of or in conjunction

28  with the statements or reports filed electronically pursuant

29  to s. 112.3152: When the statement is postmarked.

30         (I)  When the attachment is actually received by the

31  office.

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    Florida Senate - 2006                           CS for SB 2642
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 1         (II)  When the attachment is postmarked.

 2         (III)c.  When the certificate of mailing is dated.

 3         (IV)d.  When the receipt from an established courier

 4  company is dated.

 5         2.  Upon receipt of the disclosure statement or upon

 6  accrual of the maximum penalty, whichever occurs first, the

 7  commission shall determine the amount of the fine which is due

 8  and shall notify the delinquent person. The notice must

 9  include an explanation of the appeal procedure under

10  subparagraph 3. Such fine must be paid within 30 days after

11  the notice of payment due is transmitted, unless appeal is

12  made to the commission pursuant to subparagraph 3. The moneys

13  shall be deposited into the General Revenue Fund.

14         3.  Any reporting person may appeal or dispute a fine,

15  based upon unusual circumstances surrounding the failure to

16  file on the designated due date, and may request and is

17  entitled to a hearing before the commission, which may waive

18  the fine in whole or in part for good cause shown. Any such

19  request must be made within 30 days after the notice of

20  payment due is transmitted. In such a case, the reporting

21  person must, within the 30-day period, notify the person

22  designated to review the timeliness of reports in writing of

23  his or her intention to bring the matter before the

24  commission.

25         Section 3.  Subsection (6) of section 112.3145, Florida

26  Statutes, is amended to read:

27         112.3145  Disclosure of financial interests and clients

28  represented before agencies.--

29         (6)  Forms for compliance with the disclosure

30  requirements of this section and a current list of persons

31  subject to disclosure shall be created by the commission and

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    Florida Senate - 2006                           CS for SB 2642
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 1  provided to each supervisor of elections. The commission and

 2  each supervisor of elections shall give notice of disclosure

 3  deadlines and delinquencies and each supervisor of elections

 4  shall distribute forms in the following manner:

 5         (a)1.  Not later than May 1 of each year, the

 6  commission shall prepare a current list of the names and

 7  addresses of, and the offices or positions held by, every

 8  state officer, local officer, and specified employee. In

 9  compiling the list, the commission shall be assisted by each

10  unit of government in providing, at the request of the

11  commission, the name, address, and name of agency of, and the

12  office or position held by, each state officer, local officer,

13  or specified state employee within the respective unit of

14  government.

15         2.  Not later than May 15 of each year, the commission

16  shall provide each supervisor of elections with a current

17  mailing list of all local officers required to file with such

18  supervisor of elections.

19         (b)  Not later than 30 days before July 1 of each year,

20  the commission and each supervisor of elections, as

21  appropriate, shall mail a copy of the form prescribed for

22  compliance with subsection (3). Not later than 30 days before

23  July 1 of each year, the commission and each supervisor of

24  elections, as appropriate, shall mail a notice of all

25  applicable disclosure forms and filing deadlines to each

26  person required to file a statement of financial interests.

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

28  the commission and each supervisor of elections shall

29  determine which persons required to file a statement of

30  financial interests in their respective offices have failed to

31  do so and shall send delinquency notices by certified mail to

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    Florida Senate - 2006                           CS for SB 2642
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 1  such persons.  Each notice shall state that a grace period is

 2  in effect until September 1 of the current year; that no

 3  investigative or disciplinary action based upon the

 4  delinquency will be taken by the agency head or commission if

 5  the statement is filed by September 1 of the current year;

 6  that, if the statement is not filed by September 1 of the

 7  current year, a fine of $25 for each day late will be imposed,

 8  up to a maximum penalty of $1,500; for notices sent by a

 9  supervisor of elections, that he or she is required by law to

10  notify the commission of the delinquency; and that, if upon

11  the filing of a sworn complaint the commission finds that the

12  person has failed to timely file the statement within 60 days

13  after September 1 of the current year, such person will also

14  be subject to the penalties provided in s. 112.317.

15         (d)  No later than November 15 of each year, the

16  supervisor of elections in each county shall certify to the

17  commission a list of the names and addresses of, and the

18  offices or positions held by, all persons who have failed to

19  timely file the required statements of financial interests.

20  The certification must include the earliest of the dates

21  described in subparagraph (f)1. The certification shall be on

22  a form prescribed by the commission and shall indicate whether

23  the supervisor of elections has provided the disclosure forms

24  and notice as required by this subsection to all persons named

25  on the delinquency list.

26         (e)  Statements filed with the commission must be filed

27  by electronic means as provided in s. 112.3152. All other

28  statements must be filed not later than 5 p.m. of the due

29  date. However, any statement that is not required to be filed

30  pursuant to s. 112.3152 and that is postmarked by the United

31  States Postal Service by midnight of the due date is deemed to

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    Florida Senate - 2006                           CS for SB 2642
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 1  have been filed in a timely manner, and a certificate of

 2  mailing obtained from and dated by the United States Postal

 3  Service at the time of the mailing, or a receipt from an

 4  established courier company which bears a date on or before

 5  the due date, constitutes proof of mailing in a timely manner.

 6         (f)  Any person who is required to file a statement of

 7  financial interests and whose name is on the commission's

 8  mailing list but who fails to timely file is assessed a fine

 9  of $25 per day for each day late up to a maximum of $1,500;

10  however, this $1,500 limitation on automatic fines does not

11  limit the civil penalty that may be imposed if the statement

12  is filed more than 60 days after the deadline and a complaint

13  is filed, as provided in s. 112.324. The commission must

14  provide by rule the grounds for waiving the fine and

15  procedures by which each person whose name is on the mailing

16  list and who is determined to have not filed in a timely

17  manner will be notified of assessed fines and may appeal. The

18  rule must provide for and make specific the following:

19         1.  The amount of the fine due is based upon the

20  earliest of the following:

21         a.  For statements filed with the commission:

22         (I)  When the statement is actually received by the

23  office.

24         (II)  When the electronic receipt issued pursuant to s.

25  112.3152 is dated.

26         b.  For attachments filed as part of or in conjunction

27  with the statements or reports filed electronically pursuant

28  to s. 112.3152 and all other statements:

29         (I)a.  When a statement or attachment is actually

30  received by the office.

31         (II)b.  When the statement or attachment is postmarked.

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    Florida Senate - 2006                           CS for SB 2642
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 1         (III)c.  When the certificate of mailing is dated.

 2         (IV)d.  When the receipt from an established courier

 3  company is dated.

 4         2.  For a specified state employee or a state officer,

 5  upon receipt of the disclosure statement by the commission or

 6  upon accrual of the maximum penalty, whichever occurs first,

 7  and for a local officer upon receipt by the commission of the

 8  certification from the local officer's supervisor of elections

 9  pursuant to paragraph (d), the commission shall determine the

10  amount of the fine which is due and shall notify the

11  delinquent person. The notice must include an explanation of

12  the appeal procedure under subparagraph 3. The fine must be

13  paid within 30 days after the notice of payment due is

14  transmitted, unless appeal is made to the commission pursuant

15  to subparagraph 3. The moneys are to be deposited into the

16  General Revenue Fund.

17         3.  Any reporting person may appeal or dispute a fine,

18  based upon unusual circumstances surrounding the failure to

19  file on the designated due date, and may request and is

20  entitled to a hearing before the commission, which may waive

21  the fine in whole or in part for good cause shown. Any such

22  request must be made within 30 days after the notice of

23  payment due is transmitted. In such a case, the reporting

24  person must, within the 30-day period, notify the person

25  designated to review the timeliness of reports in writing of

26  his or her intention to bring the matter before the

27  commission.

28         Section 4.  This act shall take effect January 1, 2008.

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    Florida Senate - 2006                           CS for SB 2642
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 1          STATEMENT OF SUBSTANTIAL CHANGES CONTAINED IN
                       COMMITTEE SUBSTITUTE FOR
 2                         Senate Bill 2642

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 4  Clarifies that attachments may be filed as part of statements
    or reports filed electronically.
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    Provides deadlines for such attachments and penalties for
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