1 | A bill to be entitled |
2 | An act relating to state financial matters; amending s. |
3 | 216.311, F.S.; defining the terms "contract" and |
4 | "agreement"; prohibiting an agency or branch of state |
5 | government from contracting, without legislative |
6 | authority, to pay liquidated damages or early termination |
7 | fees resulting from the breach or early termination of a |
8 | contract or agreement, to pay interest because of |
9 | insufficient budget authority to pay an obligation in the |
10 | current year, from obligating the state to make future |
11 | payments to cover unpaid payments, or from granting to a |
12 | party the right to collect fees or other revenues from |
13 | nonparties; providing exceptions for certain agency |
14 | contracts or agreements; prohibiting an agency from |
15 | entering into certain lease or lease-purchase agreements |
16 | unless expressly authorized by the Legislature; providing |
17 | an exception for the State Board of Administration to |
18 | enter into contracts and other agreements that are |
19 | necessary to carry out the investment duties of the board; |
20 | providing penalties; creating s. 216.312, F.S.; requiring |
21 | the executive and judicial branch to notify the Governor |
22 | and the Legislature before entering into contracts or |
23 | agreements in excess of a certain amount, which authorize |
24 | expenditures in anticipation of revenues, or for which |
25 | payment is delayed for a certain time after expenditure; |
26 | transferring, renumbering, and amending s. 287.0582, F.S.; |
27 | requiring a state contract to identify the appropriation |
28 | that funds the contract; providing an exception; expanding |
29 | the statement that must be included in state contracts to |
30 | include grounds for terminating the contract based on |
31 | budget deficits; requiring the judicial branch to include |
32 | the statement in its contracts; requiring the agency head, |
33 | executive director, or chief judge, as appropriate, or a |
34 | designated senior management employee to sign contracts |
35 | that exceed a certain amount; requiring the agency head, |
36 | executive director, or chief judge to review certain |
37 | contracts and certify compliance with ch. 216, F.S.; |
38 | requiring contracts exceeding a specified amount to |
39 | require written acceptance or rejection of contract |
40 | deliverables; providing that contracts in violation of |
41 | these provisions are null and void; providing penalties; |
42 | amending s. 287.0573, F.S.; requiring the Council on |
43 | Efficient Government to develop standards and criteria for |
44 | the disclosure of chief executive officer compensation and |
45 | executive compensation packages by prospective contractors |
46 | under consideration for a proposed outsourcing; amending |
47 | s. 287.0574, F.S.; requiring a contract for a proposed |
48 | outsourcing by the state to disclose the contractor's |
49 | chief executive officer compensation and executive |
50 | compensation packages; requiring a contract for a proposed |
51 | outsourcing by the state to prohibit a contractor from |
52 | authorizing an automatic increase in the salary or |
53 | benefits of an employee of the contractor if the employee |
54 | is providing an activity or service under the contract; |
55 | provides requirements and procedures for approval of such |
56 | an increase; requires the Office of Program Policy |
57 | Analysis and Government Accountability to submit an annual |
58 | report; amending s. 287.063, F.S.; prohibiting certain |
59 | lease or deferred-payment purchases by state agencies |
60 | unless expressly authorized by the Legislature in the |
61 | appropriations act; amending s. 287.064, F.S.; prohibiting |
62 | certain master equipment financing agreements unless |
63 | expressly authorized by the Legislature in the |
64 | appropriations act; amending ss. 376.3075 and 403.1837, |
65 | F.S.; conforming cross-references; providing for |
66 | application; providing an effective date. |
67 |
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68 | Be It Enacted by the Legislature of the State of Florida: |
69 |
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70 | Section 1. Section 216.311, Florida Statutes, is amended |
71 | to read: |
72 | 216.311 Unauthorized contracts in excess of |
73 | appropriations; penalty.- |
74 | (1) As used in this section and ss. 216.312 and 216.313, |
75 | the terms "contract" and "agreement" include the initial |
76 | contract or agreement, any amendment to the contract or |
77 | agreement, and any extension or renewal of the contract or |
78 | agreement. |
79 | (2)(1) An No agency or branch of state government may not |
80 | enter into any shall contract to spend, or enter into any |
81 | agreement: |
82 | (a) To spend, any moneys in excess of the amount |
83 | appropriated to such agency or branch unless specifically |
84 | authorized by law, and any contract or agreement in violation of |
85 | this chapter shall be null and void. |
86 | (b) That requires the state to pay liquidated damages or |
87 | early termination fees for a breach or early termination of a |
88 | contract or agreement by such agency or branch due to an act of |
89 | the Legislature which provides less than full funding for the |
90 | contract during the fiscal year. |
91 | (c) That requires the state to pay interest, other than |
92 | interest paid pursuant to s. 215.422, to another party because |
93 | the agency or branch has insufficient budget authority to pay |
94 | the underlying obligation of the contract or agreement in the |
95 | current year. |
96 | (d) That binds the state to make future-year payments to |
97 | offset payments not made in a prior year due to insufficient |
98 | budget authority, unless the Legislature expressly authorizes |
99 | the agency or branch to enter into such contract or agreement. |
100 | (e) To grant to any party the right or privilege to |
101 | collect and retain fees or other revenues from persons who are |
102 | not a party to the contract which would otherwise be payable to |
103 | the state and deposited into the State Treasury, unless the |
104 | Legislature expressly authorizes the agency or branch to enter |
105 | into such contract or agreement. |
106 | (3) Notwithstanding subsection (2), the following agencies |
107 | may enter into the following contracts or agreements: |
108 | (a) In order to spend funds appropriated for the approved |
109 | 5-year work program, the Department of Transportation may enter |
110 | into contracts and other agreements that require the state to |
111 | pay liquidated damages as a result of a breach of those |
112 | contracts or agreements. |
113 | (b) In order to administer the state group insurance |
114 | program as provided in s. 110.123, the Department of Management |
115 | Services may enter into contracts and other agreements that |
116 | permit health care providers, health maintenance organizations, |
117 | preferred provider organizations, and insurers to collect |
118 | premiums and copayments from participants in the group insurance |
119 | program. |
120 | (c) In order to administer the state Medicaid plan and the |
121 | Florida Healthy Kids program, the Agency for Health Care |
122 | Administration may enter into contracts and other agreements |
123 | that permit health care providers to collect premiums and |
124 | copayments from participants in the Medicaid plan and the |
125 | Healthy Kids program. |
126 | (4) Notwithstanding any law authorizing an agency to enter |
127 | into a lease, an agency may not enter into a lease or lease- |
128 | purchase agreement for tangible personal property which requires |
129 | the state to pay more than $500,000 over the term of the lease |
130 | or agreement if the term of the lease or agreement exceeds 1 |
131 | fiscal year unless such lease or agreement is expressly |
132 | authorized by the Legislature. However, in order to administer |
133 | the real estate and other investment portfolios as provided in |
134 | s. 215.47, the State Board of Administration may enter into |
135 | contracts and such other agreements as necessary to carry out |
136 | the investment duties of the board. |
137 | (5) Any contract or agreement in violation of this section |
138 | is null and void. |
139 | (6)(2) Any public officer or employee person who willfully |
140 | enters into a contract or other agreement in violation of this |
141 | section commits contracts to spend, or enters into an agreement |
142 | to spend, any money in excess of the amount appropriated to the |
143 | agency or branch for whom the contract or agreement is executed |
144 | is guilty of a misdemeanor of the first degree, punishable as |
145 | provided in s. 775.082 or s. 775.083. |
146 | Section 2. Section 216.312, Florida Statutes, is created |
147 | to read: |
148 | 216.312 Reporting contract expenditures.- |
149 | (1) At least 30 days before an executive or judicial |
150 | branch public officer or employee enters into a contract or |
151 | agreement, or a series of contracts or agreements between the |
152 | same parties, on behalf of the state which require payments by |
153 | the state in excess of $10 million in any fiscal or calendar |
154 | year, the officer or employee must notify the Governor, the |
155 | President of the Senate, and the Speaker of the House of |
156 | Representatives of the intent to enter into such contract or |
157 | agreement or series of contracts or agreements. |
158 | (2) At least 30 days before an executive or judicial |
159 | branch public officer or employee enters into a contract or |
160 | agreement on behalf of the state which requires minimal or no |
161 | payments by the state or authorizes the other party to make |
162 | expenditures in anticipation of revenues, the officer or |
163 | employee must notify the Governor, the President of the Senate, |
164 | and the Speaker of the House of Representatives of the intent to |
165 | enter into such contract or agreement. |
166 | (3) At least 30 days before an executive or judicial |
167 | branch public officer or employee enters into a contract or |
168 | agreement on behalf of the state which requires initial |
169 | expenditures by the other party and for which the other party |
170 | will not receive payment from the state within 180 days after |
171 | the expenditure, the officer or employee must notify the |
172 | Governor, the President of the Senate, and the Speaker of the |
173 | House of Representatives of the intent to enter into such |
174 | contract or agreement. |
175 | (4) The execution of any contract or agreement described |
176 | in this section is an action or proposed action subject to s. |
177 | 216.177(2)(b). |
178 | Section 3. Section 287.0582, Florida Statutes, is |
179 | transferred, renumbered as section 216.313, Florida Statutes, |
180 | and amended to read: |
181 | 216.313 287.0582 Contract appropriation Contracts which |
182 | require annual appropriation; contingency statement; |
183 | requirements; penalty.- |
184 | (1) An executive or judicial branch public officer or |
185 | employee may not enter into any contract or agreement on behalf |
186 | of the state or judicial branch which binds the state or its |
187 | executive agencies or the judicial branch for the purchase of |
188 | services or tangible personal property unless the contract |
189 | identifies the specific appropriation of state funds from which |
190 | the state will make payment under the contract in the first year |
191 | of the contract, or unless the Legislature expressly authorizes |
192 | the agency or the judicial branch to enter into such contract |
193 | absent a specific appropriation of funds. |
194 | (2) An No executive or judicial branch public officer or |
195 | employee may not shall enter into any contract or agreement on |
196 | behalf of the state, which contract binds the state or its |
197 | executive agencies for the purchase of services or |
198 | personal property for a period in excess of 1 fiscal year, |
199 | unless the following statements are statement is included in the |
200 | contract: |
201 | (a) "The State of Florida's performance and obligation to |
202 | pay under this contract is contingent upon an annual |
203 | appropriation by the Legislature." |
204 | (b) "This contract may be terminated by the state upon 30 |
205 | days' written notice if funding for this contract is |
206 | specifically eliminated pursuant to a deficit reduction plan |
207 | implemented by: |
208 | 1. The Governor or the Chief Justice or by an act of the |
209 | Legislature after certification pursuant to section 216.221, |
210 | Florida Statutes, that a deficit will occur in the General |
211 | Revenue Fund; or |
212 | 2. The Governor or Chief Justice pursuant to section |
213 | 216.221(10), Florida Statutes, or by an act of the Legislature, |
214 | after a determination by the Chief Financial Officer that a |
215 | deficit will occur with respect to appropriations from a |
216 | specific trust fund in the current fiscal year." |
217 | (3) A contract or other agreement that exceeds: |
218 | (a) The CATEGORY TWO threshold amount provided in s. |
219 | 287.017 must be signed by the agency head, executive director, |
220 | or chief judge, as appropriate, or a designated senior |
221 | management employee. |
222 | (b) A term of 12 months may not be executed by any |
223 | executive or judicial branch agency unless the agency head, |
224 | executive director, or chief judge, as appropriate, determines |
225 | that the contract is in compliance with the requirements of this |
226 | chapter and certifies such compliance in writing within the |
227 | contract or agreement. |
228 | (c) The CATEGORY FIVE threshold amount provided in s. |
229 | 287.017 must require the written acceptance or rejection of |
230 | contract deliverables. |
231 | (4) Any contract or other agreement in violation of this |
232 | section is null and void. |
233 | (5) Any public officer or employee who willfully enters |
234 | into a contract or other agreement in violation of this section |
235 | commits a misdemeanor of the first degree, punishable as |
236 | provided in s. 775.082 or s. 775.083. |
237 | Section 4. Paragraph (i) is added to subsection (8) of |
238 | section 287.0573, Florida Statutes, to read: |
239 | 287.0573 Council on Efficient Government; membership; |
240 | duties.- |
241 | (8) The council shall: |
242 | (i) For the purpose of fulfilling the contract |
243 | requirements specified in s. 287.0574(5)(m), develop standards |
244 | and criteria for the disclosure of chief executive officer |
245 | compensation and executive compensation packages by prospective |
246 | contractors under consideration for a proposed outsourcing. The |
247 | council shall develop the standards and criteria based upon |
248 | established standards for disclosure of executive compensation |
249 | such as Item 402 of Regulation S-K of the Securities and |
250 | Exchange Commission. Required disclosure must include, but is |
251 | not limited to: |
252 | 1. Compensatory information for the contracting entity's |
253 | chief executive officer and its four most highly compensated |
254 | executive officers other than the chief executive officer. |
255 | 2. A series of tables setting forth each compensatory |
256 | element for a particular year. |
257 | 3. A report by the contractor or subcontractor |
258 | articulating the bases for their compensation decisions, |
259 | including the relationship to corporate performance. |
260 | 4. Where applicable, a comparison of total shareholder |
261 | returns of the contracting entity against those of a broad |
262 | market index and a peer group. |
263 | Section 5. Paragraphs (m) and (n) are added to subsection |
264 | (5) of section 287.0574, Florida Statutes, to read: |
265 | 287.0574 Business cases to outsource; review and analysis; |
266 | requirements.- |
267 | (5) In addition to the contract requirements provided in |
268 | s. 287.058, each contract for a proposed outsourcing, pursuant |
269 | to this section, must include, but need not be limited to, the |
270 | following contractual provisions: |
271 | (m) A provision that requires disclosure of the |
272 | contractor's chief executive officer compensation and executive |
273 | compensation packages in accordance with the standards and |
274 | criteria developed by the council under s. 287.0573(8)(i). |
275 | (n) A provision that: |
276 | 1. Prohibits the contractor from authorizing an automatic |
277 | increase in the salary or benefits of an employee of the |
278 | contractor if the employee is providing an activity or service |
279 | under the contract. |
280 | 2. Requires the contractor to submit a written request to |
281 | the agency for approval of an increase in the salary or benefits |
282 | of an employee described in subparagraph 1. |
283 | 3. Requires the agency, if the agency approves any |
284 | increase in salary or benefits pursuant to subparagraph 2., to |
285 | inform the contractor of the reasons that justify the approval |
286 | of the increase, including the employee's original base salary |
287 | and the percentage of the approved increase. |
288 |
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289 | By July 1, 2011, and annually thereafter, the Office of Program |
290 | Policy Analysis and Government Accountability shall submit a |
291 | report to the President of the Senate and the Speaker of the |
292 | House of Representatives which contains the total number of |
293 | requests by contractors pursuant to this paragraph for increases |
294 | in salaries or benefits of employees, the number of approved |
295 | requests, the percentage increase of each approved request for a |
296 | salary increase or a description of increased benefits for any |
297 | approved request for a benefit increase, and the reasons for |
298 | granting approval of the request. |
299 | Section 6. Subsection (4) of section 287.063, Florida |
300 | Statutes, is amended to read: |
301 | 287.063 Deferred-payment commodity contracts; preaudit |
302 | review.- |
303 | (4) Beginning July 1, 2010, an agency may not enter into a |
304 | lease or deferred-payment purchase arrangement for the |
305 | acquisition of equipment that has a total cost greater than |
306 | $500,000 unless the Legislature has expressly authorized such |
307 | lease or deferred-payment purchase arrangement in the General |
308 | Appropriations Act. For purposes of this section, deferred- |
309 | payment commodity contracts for replacing the state accounting |
310 | and cash management systems may include equipment, accounting |
311 | software, and implementation and project management services. |
312 | Section 7. Subsection (9) of section 287.064, Florida |
313 | Statutes, is amended to read: |
314 | 287.064 Consolidated financing of deferred-payment |
315 | purchases.- |
316 | (9) Beginning July 1, 2010, an agency may not enter into a |
317 | master equipment financing agreement that has a total cost |
318 | greater than $500,000 unless the Legislature has expressly |
319 | authorized such agreement in the General Appropriations Act. For |
320 | purposes of this section, deferred-payment commodity contracts |
321 | for replacing the state accounting and cash management systems |
322 | may include equipment, accounting software, and implementation |
323 | and project management services. |
324 | Section 8. Subsections (4) and (9) of section 376.3075, |
325 | Florida Statutes, are amended to read: |
326 | 376.3075 Inland Protection Financing Corporation.- |
327 | (4) The corporation may enter into one or more service |
328 | contracts with the department to provide services to the |
329 | department in connection with financing the functions and |
330 | activities provided in ss. 376.30-376.317. The department may |
331 | enter into one or more such service contracts with the |
332 | corporation and provide payment for payments under such |
333 | contracts pursuant to s. 376.3071(4)(o), subject to annual |
334 | appropriation by the Legislature. The proceeds from such service |
335 | contracts may be used for the corporation's administrative costs |
336 | and expenses after payments as set forth in subsection (5). Each |
337 | service contract may have a term of up to 20 years. Amounts |
338 | annually appropriated and applied to make payments under such |
339 | service contracts may not include any funds derived from |
340 | penalties or other payments received from any property owner or |
341 | private party, including payments received under s. |
342 | 376.3071(6)(b). In compliance with s. 216.313 287.0641 and other |
343 | applicable provisions of law, the obligations of the department |
344 | under such service contracts do not constitute a general |
345 | obligation of the state or a pledge of the faith and credit or |
346 | taxing power of the state nor may such obligations be construed |
347 | in any manner as an obligation of the State Board of |
348 | Administration or entities for which it invests funds, other |
349 | than the department as provided in this section, but are payable |
350 | solely from amounts available in the Inland Protection Trust |
351 | Fund, subject to annual appropriation. In compliance with this |
352 | subsection and s. 287.0582, The service contract must expressly |
353 | include the statements required under s. 216.313(2). following |
354 | statement: "The State of Florida's performance and obligation to |
355 | pay under this contract is contingent upon an annual |
356 | appropriation by the Legislature." |
357 | (9) The corporation is not a special district for the |
358 | purposes of chapter 189 or a unit of local government for the |
359 | purposes of part III of chapter 218. The provisions of chapters |
360 | 120 and 215, except the limitation on interest rates provided by |
361 | s. 215.84 which applies to obligations of the corporation issued |
362 | pursuant to this section, and part I of chapter 287, except s. |
363 | ss. 287.0582 and 287.0641, does do not apply to this section, |
364 | the corporation, the service contracts entered into pursuant to |
365 | this section, or debt obligations issued by the corporation as |
366 | contemplated in this section. |
367 | Section 9. Subsections (5) and (10) of section 403.1837, |
368 | Florida Statutes, are amended to read: |
369 | 403.1837 Florida Water Pollution Control Financing |
370 | Corporation.- |
371 | (5) The corporation may enter into one or more service |
372 | contracts with the department under which the corporation shall |
373 | provide services to the department in connection with financing |
374 | the functions, projects, and activities provided for in s. |
375 | 403.1835. The department may enter into one or more service |
376 | contracts with the corporation and provide payment for payments |
377 | under those contracts pursuant to s. 403.1835(9), subject to |
378 | annual appropriation by the Legislature. The service contracts |
379 | may provide for the transfer of all or a portion of the funds in |
380 | the Wastewater Treatment and Stormwater Management Revolving |
381 | Loan Trust Fund to the corporation for use by the corporation |
382 | for costs incurred by the corporation in its operations, |
383 | including, but not limited to, payment of debt service, |
384 | reserves, or other costs in relation to bonds issued by the |
385 | corporation, for use by the corporation at the request of the |
386 | department to directly provide the types of local financial |
387 | assistance provided for in s. 403.1835(3), or for payment of the |
388 | administrative costs of the corporation. The department may not |
389 | transfer funds under any service contract with the corporation |
390 | without specific appropriation for such purpose in the General |
391 | Appropriations Act, except for administrative expenses incurred |
392 | by the State Board of Administration or other expenses necessary |
393 | under documents authorizing or securing previously issued bonds |
394 | of the corporation. The service contracts may also provide for |
395 | the assignment or transfer to the corporation of any loans made |
396 | by the department. The service contracts may establish the |
397 | operating relationship between the department and the |
398 | corporation and must shall require the department to request the |
399 | corporation to issue bonds before any issuance of bonds by the |
400 | corporation, to take any actions necessary to enforce the |
401 | agreements entered into between the corporation and other |
402 | parties, and to take all other actions necessary to assist the |
403 | corporation in its operations. In compliance with s. 287.0641 |
404 | and other applicable provisions of law, the obligations of the |
405 | department under the service contracts do not constitute a |
406 | general obligation of the state or a pledge of the faith and |
407 | credit or taxing power of the state, nor may the obligations be |
408 | construed in any manner as an obligation of the State Board of |
409 | Administration or entities for which it invests funds, or of the |
410 | department except as provided in this section as payable solely |
411 | from amounts available under any service contract between the |
412 | corporation and the department, subject to appropriation. The In |
413 | compliance with this subsection and s. 287.0582, service |
414 | contracts must expressly include the statements required under |
415 | s. 216.313(2). following statement: "The State of Florida's |
416 | performance and obligation to pay under this contract is |
417 | contingent upon an annual appropriation by the Legislature." |
418 | (10) The corporation is not a special district for |
419 | purposes of chapter 189 or a unit of local government for |
420 | purposes of part III of chapter 218. The provisions of chapters |
421 | 120 and 215, except the limitation on interest rates provided by |
422 | s. 215.84, which applies to obligations of the corporation |
423 | issued under this section, and part I of chapter 287, except s. |
424 | ss. 287.0582 and 287.0641, does do not apply to this section, |
425 | the corporation created in this section, the service contracts |
426 | entered into under this section, or debt obligations issued by |
427 | the corporation as provided in this section. |
428 | Section 10. This act shall take effect July 1, 2010, and |
429 | applies to initial contracts and agreements, amendments to a |
430 | contract or agreement, and extensions or renewals of a contract |
431 | or agreement which are executed on or after that date. |