CODING: Words stricken are deletions; words underlined are additions.



                                                  SENATE AMENDMENT

    Bill No. CS for CS for CS for SB 686

    Amendment No. ___   Barcode 335246

                            CHAMBER ACTION
              Senate                               House
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  4  ______________________________________________________________

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10  ______________________________________________________________

11  Senator Silver moved the following amendment:

12

13         Senate Amendment (with title amendment) 

14         On page 7, line 12, through

15            page 11, line 14, delete those lines

16

17  and insert:

18         Section 1.  The guardian ad litem program is

19  transferred to the Statewide Public Guardianship and

20  Children's Representation Office, and each circuit guardian ad

21  litem office is renamed as the Circuit Office of Children's

22  Representation.

23         Section 2.  The Statewide Public Guardianship and

24  Children's Representation Office, in consultation with

25  appropriate parties, including the judicial branch, Office of

26  the Governor, Attorney General, and a representative of the

27  Justice Administrative Commission, shall study the

28  organizational placement of the Statewide Public Guardianship

29  and Children's Representation Office, including the Deputy

30  Director and related staff and the Circuit Offices of

31  Children's Representation, and shall make recommendations

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                                                  SENATE AMENDMENT

    Bill No. CS for CS for CS for SB 686

    Amendment No. ___   Barcode 335246





  1  regarding the placement to the Legislature by February 1,

  2  2003.

  3         Section 3.  Effective October 1, 2002, the guardian ad

  4  litem program in the Office of the State Court Administrator

  5  and in each judicial circuit and all of its statutory powers,

  6  duties, and functions, and its records, personnel, property,

  7  and unexpended balances of appropriations, allocations, or

  8  other funds, are transferred by a type two transfer, as

  9  defined in section 20.06(2), Florida Statutes, to the

10  Statewide Public Guardianship and Children's Representation

11  Office. The counties shall continue to fund those existing

12  elements of the guardian ad litem offices when the offices

13  become Circuit Offices of Children's Representation.  Such

14  funding shall be consistent with current practice including

15  providing for additions to office staffing until the

16  Legislature expressly assumes the responsibility for funding

17  such elements.

18         Section 4.  Subsection (1) of section 25.388, Florida

19  Statutes, is amended to read:

20         25.388  Family Courts Trust Fund.--

21         (1)(a)  The trust fund moneys in the Family Courts

22  Trust Fund, administered by the Supreme Court, shall be used

23  to implement family court plans in all judicial circuits of

24  this state.

25         (b)  The Supreme Court, through the Office of the State

26  Courts Administrator, shall adopt a comprehensive plan for the

27  operation of the trust fund and the expenditure of any moneys

28  deposited into the trust fund. The plan shall provide for a

29  comprehensive integrated response to families in litigation,

30  including domestic violence matters, the Statewide Public

31  Guardianship and Children's Representation Office's

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                                                  SENATE AMENDMENT

    Bill No. CS for CS for CS for SB 686

    Amendment No. ___   Barcode 335246





  1  representation of children in dependency proceedings guardian

  2  ad litem programs, mediation programs, legal support,

  3  training, automation, and other related costs incurred to

  4  benefit the citizens of the state and the courts in relation

  5  to family law cases. The trust fund shall be used to fund the

  6  publication of the handbook created pursuant to s. 741.0306.

  7         Section 5.  Section 744.701, Florida Statutes, is

  8  amended to read:

  9         744.701  Short title.--This act shall be known and may

10  be cited as the "Public Guardianship and Children's

11  Representation Act."

12         Section 6.  Section 744.702, Florida Statutes, is

13  amended to read:

14         744.702  Legislative intent.--The Legislature finds

15  that children involved in dependency proceedings and

16  incapacitated persons are the state's most vulnerable

17  residents.

18         (1)  If a minor child is a party to a dependency

19  proceeding, every effort should be made to ensure that the

20  child has representation through a guardian ad litem or legal

21  counsel. If the child and the child's parents are indigent,

22  the state should ensure that the child is protected in

23  dependency proceedings. One of the purposes of this part is to

24  ensure that the rights and interests of a child who is a party

25  to a dependency proceeding are protected when those rights and

26  interests are not otherwise represented.

27         (2)  The Legislature finds that private guardianship

28  for an incapacitated person is inadequate where there is no

29  willing and responsible family member or friend, other person,

30  bank, or corporation available to serve as guardian for an

31  incapacitated person, and such person does not have adequate

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                                                  SENATE AMENDMENT

    Bill No. CS for CS for CS for SB 686

    Amendment No. ___   Barcode 335246





  1  income or wealth for the compensation of a private guardian.

  2  The Legislature intends through this act to establish the

  3  Statewide Public Guardianship and Children's Representation

  4  Office, and permit the establishment of offices of public

  5  guardian for the purpose of providing guardianship services

  6  for incapacitated persons when no private guardian is

  7  available. The Legislature further finds that alternatives to

  8  guardianship and less intrusive means of assistance should

  9  always be explored, including, but not limited to, guardian

10  advocates, before an individual's rights are removed through

11  an adjudication of incapacity.  The purpose of this

12  legislation is to provide a public guardian only to those

13  persons whose needs cannot be met through less drastic means

14  of intervention.

15         Section 7.  Section 744.7021, Florida Statutes, is

16  amended to read:

17         744.7021  Statewide Public Guardianship and Children's

18  Representation Office.--There is hereby created the Statewide

19  Public Guardianship and Children's Representation Office

20  within the Department of Elderly Affairs. The Department of

21  Elderly Affairs shall provide administrative support and

22  service to the office to the extent requested by the executive

23  director within the available resources of the department. The

24  Statewide Public Guardianship and Children's Representation

25  Office may request the assistance of the Inspector General of

26  the Department of Elderly Affairs in providing auditing

27  services, and the Office of General Counsel of the department

28  may provide assistance in rulemaking and other matters as

29  needed to assist the Statewide Public Guardianship and

30  Children's Representation Office. The Statewide Public

31  Guardianship and Children's Representation Office shall not be

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                                                  SENATE AMENDMENT

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    Amendment No. ___   Barcode 335246





  1  subject to control, supervision, or direction by the

  2  Department of Elderly Affairs in the performance of its

  3  duties.

  4         (1)  The head of the Statewide Public Guardianship and

  5  Children's Representation Office is the executive director,

  6  who shall be appointed by the Governor for a term of 3 years

  7  and who shall report to the Governor. The executive director

  8  must be a licensed attorney who has experience in managing

  9  legal services or similar management experience. The executive

10  director shall appoint a deputy director of the Children's

11  Representation Program and a deputy director of the Statewide

12  Public Guardianship Program. The deputy director of the

13  Children's Representation Program must be a licensed attorney

14  who is knowledgeable in dependency law and has experience in

15  managing the provision of legal services. The deputy director

16  of the Statewide Public Guardianship Program must be a

17  licensed attorney with a background in guardianship law and

18  knowledge of social services available to meet the needs of

19  incapacitated persons., shall serve on a full-time basis, and

20  shall personally, or through representatives of the office,

21  carry out the purposes and functions of the Statewide Public

22  Guardianship Office in accordance with state and federal law.

23  The executive director shall serve at the pleasure of and

24  report to the Governor.

25         (2)  The Statewide Public Guardianship and Children's

26  Representation Office shall, within available resources, have

27  oversight responsibilities for all public guardians.

28         (a)  The office shall review the current public

29  guardian programs in Florida and other states.

30         (b)  The office, in consultation with local

31  guardianship offices, shall develop statewide performance

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                                                  SENATE AMENDMENT

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    Amendment No. ___   Barcode 335246





  1  measures and standards.

  2         (c)  The office shall review the various methods of

  3  funding guardianship programs, the kinds of services being

  4  provided by such programs, and the demographics of the wards.

  5  In addition, the office shall review and make recommendations

  6  regarding the feasibility of recovering a portion or all of

  7  the costs of providing public guardianship services from the

  8  assets or income of the wards.

  9         (d)  No later than October 1, 2000, the office shall

10  submit to the Governor, the President of the Senate, the

11  Speaker of the House of Representatives, and the Chief Justice

12  of the Supreme Court an interim report describing the progress

13  of the office in meeting the goals as described in this

14  section. No later than October 1, 2001, the office shall

15  submit to the Governor, the President of the Senate, the

16  Speaker of the House of Representatives, and the Chief Justice

17  of the Supreme Court a proposed public guardianship plan

18  including alternatives for meeting the state's guardianship

19  needs. This plan may include recommendations for less than the

20  entire state, may include a phase-in system, and shall include

21  estimates of the cost of each of the alternatives. Each year

22  thereafter, the office shall provide a status report and

23  provide further recommendations to address the need for public

24  guardianship services and related issues.

25         (e)  The office may provide assistance to local

26  governments or entities in pursuing grant opportunities. The

27  office shall review and make recommendations in the annual

28  report on the availability and efficacy of seeking Medicaid

29  matching funds. The office shall diligently seek ways to use

30  existing programs and services to meet the needs of public

31  wards.

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                                                  SENATE AMENDMENT

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  1         (f)  The office shall develop a guardianship training

  2  program. The training program may be offered to all guardians

  3  whether public or private. The office shall establish a

  4  curriculum committee to develop the training program specified

  5  in this part. The curriculum committee shall include, but not

  6  be limited to, probate judges. A fee may be charged to private

  7  guardians in order to defray the cost of providing the

  8  training. In addition, a fee may be charged to any training

  9  provider for up to the actual cost of the review and approval

10  of their curriculum. Any fees collected pursuant to this

11  paragraph shall be deposited in the Department of Elderly

12  Affairs Administrative Trust Fund to be used for the

13  guardianship training program.

14         (3)(a)  The office shall establish standards for

15  representation of children by the Circuit Offices of

16  Children's Representation, including recommended case loads

17  for attorneys and for volunteers and staff lay representatives

18  of a child.

19         (b)  The office shall document the need for child

20  representation throughout the state and report annually on

21  October 1 to the Legislature concerning the need and the cost

22  to adequately provide representation for children in

23  dependency proceedings. The report must include information

24  concerning the type and level of advocacy provided in prior

25  years by both public entities and private entities providing

26  contract or pro bono services.

27         (c)  The office shall develop performance measures and

28  standards for its services throughout the state and shall

29  annually report on the performance of the Circuit Offices of

30  Children's Representation.

31         (d)  The office shall establish a Circuit Office of

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                                                  SENATE AMENDMENT

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    Amendment No. ___   Barcode 335246





  1  Children's Representation in each judicial circuit in the

  2  state. Each circuit office shall consist of an administrator,

  3  staff or pro bono attorneys, social workers, volunteer

  4  coordinators, volunteer or staff lay representatives for

  5  children, and support staff. The administrator in each office

  6  must be knowledgeable and proficient in the legal process and

  7  the legal representation of children in court proceedings, as

  8  well as discovery and mediation processes.

  9         (e)  Each Circuit Office of Children's Representation

10  may provide and coordinate the provision of legal

11  representation of children in each aspect of dependency

12  proceedings when the child and the child's parents are

13  indigent pursuant to s. 27.52 or the child's rights are not

14  otherwise protected. The office must provide representation

15  for each child not otherwise represented who is a party to a

16  dependency proceeding.

17         (f)  If a Circuit Office of Children's Representation

18  is appointed to represent a child, a staff or volunteer

19  representative and a staff or pro bono attorney shall be

20  assigned to provide the office's representation of the best

21  interests of the child.

22         (g)  To the extent possible, the Statewide Public

23  Guardianship and Children's Representation Office or the

24  Circuit Offices of Children's Representation may augment staff

25  through agreements or contracts with the public defenders,

26  private entities, or public or private colleges or

27  universities for contract or pro bono legal representation to

28  children as court-appointed counsel for the child, to provide

29  pro bono representation to the office, or to provide non-legal

30  volunteer representation.

31         (h)  The Statewide Public Guardianship and Children's

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                                                  SENATE AMENDMENT

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    Amendment No. ___   Barcode 335246





  1  Representation Office and each Circuit Office of Children's

  2  Representatives may establish a not-for-profit support

  3  organization under section 501(c)(3) of the Internal Revenue

  4  Code to assist in funding the needs of children receiving

  5  services through the Circuit Offices of Children's

  6  Representation.

  7         (4)(3)  The office may conduct or contract for

  8  demonstration projects, within funds appropriated or through

  9  gifts, grants, or contributions for such purposes, to

10  determine the feasibility or desirability of new concepts of

11  organization, administration, financing, or service delivery

12  designed to preserve the civil and constitutional rights of

13  persons of marginal or diminished capacity. Any gifts, grants,

14  or contributions for such purposes shall be deposited in the

15  Department of Elderly Affairs Administrative Trust Fund.

16         (5)(4)  The office has authority to adopt rules

17  pursuant to ss. 120.536(1) and 120.54 to carry out the

18  provisions of this section.

19         Section 8.  Subsections (1) and (6) of section 744.703,

20  Florida Statutes, are amended to read:

21         744.703  Office of public guardian; appointment,

22  notification.--

23         (1)  The executive director of the Statewide Public

24  Guardianship and Children's Representation Office, after

25  consultation with the chief judge and other circuit judges

26  within the judicial circuit and with appropriate advocacy

27  groups and individuals and organizations who are knowledgeable

28  about the needs of incapacitated persons, may establish,

29  within a county in the judicial circuit or within the judicial

30  circuit, an office of public guardian and if so established,

31  shall create a list of persons best qualified to serve as the

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                                                  SENATE AMENDMENT

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  1  public guardian, and such qualifications shall include review

  2  pursuant to s. 744.3135. The public guardian must have

  3  knowledge of the legal process and knowledge of social

  4  services available to meet the needs of incapacitated persons.

  5  A nonprofit corporation under s. 744.309(5) may be appointed

  6  public guardian only if:

  7         (a)  It has been granted tax-exempt status from the

  8  United States Internal Revenue Service; and

  9         (b)  It maintains a staff of professionally qualified

10  individuals to carry out the guardianship functions, including

11  a staff attorney who has experience in probate areas and

12  another person who has a master's degree in social work, or a

13  gerontologist, psychologist, registered nurse, or nurse

14  practitioner.

15         (6)  Public guardians who have been previously

16  appointed by a chief judge prior to the effective date of this

17  act pursuant to this section may continue in their positions

18  until the expiration of their term pursuant to their

19  agreement. However, oversight of all public guardians shall

20  transfer to the Statewide Public Guardianship and Children's

21  Representation Office upon the effective date of this act. The

22  executive director of the Statewide Public Guardianship and

23  Children's Representation Office shall be responsible for all

24  future appointments of public guardians pursuant to this act.

25         Section 9.  Section 744.706, Florida Statutes, is

26  amended to read:

27         744.706  Preparation of budget.--Each public guardian,

28  whether funded in whole or in part by money raised through

29  local efforts, grants, or any other source or whether funded

30  in whole or in part by the state, shall prepare a budget for

31  the operation of the office of public guardian to be submitted

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  1  to the Statewide Public Guardianship and Children's

  2  Representation Office.  As appropriate, the Statewide Public

  3  Guardianship and Children's Representation Office will include

  4  such budgetary information in the Department of Elderly

  5  Affairs' legislative budget request.  The office of public

  6  guardian shall be operated within the limitations of the

  7  General Appropriations Act and any other funds appropriated by

  8  the Legislature to that particular judicial circuit, subject

  9  to the provisions of chapter 216.  The Department of Elderly

10  Affairs shall make a separate and distinct request for an

11  appropriation for the Statewide Public Guardianship and

12  Children's Representation Office. However, this section does

13  shall not be construed to preclude the financing of any

14  operations of the office of the public guardian by moneys

15  raised through local effort or through the efforts of the

16  Statewide Public Guardianship and Children's Representation

17  Office.

18         Section 10.  Section 744.707, Florida Statutes, is

19  amended to read:

20         744.707  Procedures and rules.--The public guardian,

21  subject to the oversight of the Statewide Public Guardianship

22  and Children's Representation Office, is authorized to:

23         (1)  Formulate and adopt necessary procedures to assure

24  the efficient conduct of the affairs of the ward and general

25  administration of the office and staff.

26         (2)  Contract for services necessary to discharge the

27  duties of the office.

28         (3)  Accept the services of volunteer persons or

29  organizations and provide reimbursement for proper and

30  necessary expenses.

31         Section 11.  Subsections (3), (4), (5), (7), and (8) of

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                                                  SENATE AMENDMENT

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    Amendment No. ___   Barcode 335246





  1  section 744.708, Florida Statutes, are amended to read:

  2         744.708  Reports and standards.--

  3         (3)  A public guardian shall file an annual report on

  4  the operations of the office of public guardian, in writing,

  5  by September 1 for the preceding fiscal year with the

  6  Statewide Public Guardianship and Children's Representation

  7  Office, which shall have responsibility for supervision of the

  8  operations of the office of public guardian.

  9         (4)  Within 6 months after of his or her appointment as

10  guardian of a ward, the public guardian shall submit to the

11  clerk of the court for placement in the ward's guardianship

12  file and to the executive director of the Statewide Public

13  Guardianship and Children's Representation Office a report on

14  his or her efforts to locate a family member or friend, other

15  person, bank, or corporation to act as guardian of the ward

16  and a report on the ward's potential to be restored to

17  capacity.

18         (5)  An independent audit by a qualified certified

19  public accountant shall be performed at least every 2 years.

20  The audit should include an investigation into the practices

21  of the office for managing the person and property of the

22  wards. A copy of the report shall be submitted to the

23  Statewide Public Guardianship and Children's Representation

24  Office. In addition, the office of public guardian shall be

25  subject to audits or examinations by the Auditor General and

26  the Office of Program Policy Analysis and Government

27  Accountability pursuant to law.

28         (7)  The ratio for professional staff to wards shall be

29  1 professional to 40 wards.  The Statewide Public Guardianship

30  and Children's Representation Office may increase or decrease

31  the ratio after consultation with the local public guardian

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  1  and the chief judge of the circuit court. The basis of the

  2  decision to increase or decrease the prescribed ratio shall be

  3  reported in the annual report to the Governor, the President

  4  of the Senate, the Speaker of the House of Representatives,

  5  and the Chief Justice of the Supreme Court.

  6         (8)  The term "professional," for purposes of this

  7  part, shall not include the public guardian nor the executive

  8  director of the Statewide Public Guardianship and Children's

  9  Representation Office.  The term "professional" shall be

10  limited to those persons who exercise direct supervision of

11  individual wards under the direction of the public guardian.

12         Section 12.  Section 744.7081, Florida Statutes, is

13  amended to read:

14         744.7081  Access to records by Statewide Public

15  Guardianship and Children's Representation Office;

16  confidentiality.--Notwithstanding any other provision of law

17  to the contrary, any medical, financial, or mental health

18  records held by an agency, or the court and its agencies,

19  which are necessary to evaluate the public guardianship

20  system, to assess the need for additional public guardianship,

21  or to develop required reports, shall be provided to the

22  Statewide Public Guardianship and Children's Representation

23  Office upon that office's request. Any confidential or exempt

24  information provided to the Statewide Public Guardianship and

25  Children's Representation Office shall continue to be held

26  confidential or exempt as otherwise provided by law. All

27  records held by the Statewide Public Guardianship and

28  Children's Representation Office relating to the medical,

29  financial, or mental health of vulnerable adults as defined in

30  chapter 415, persons with a developmental disability as

31  defined in chapter 393, or persons with a mental illness as

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  1  defined in chapter 394, shall be confidential and exempt from

  2  s. 119.07(1) and s. 24(a), Art. I of the State Constitution.

  3  This section is subject to the Open Government Sunset Review

  4  Act of 1995 in accordance with s. 119.15, and shall stand

  5  repealed on October 2, 2004, unless reviewed and saved from

  6  repeal through reenactment by the Legislature.

  7         Section 13.  Subsection (6) of section 400.148, Florida

  8  Statutes, is amended to read:

  9         400.148  Medicaid "Up-or-Out" Quality of Care Contract

10  Management Program.--

11         (6)  The agency shall, jointly with the Statewide

12  Public Guardianship and Children's Representation Office,

13  develop a system in the pilot project areas to identify

14  Medicaid recipients who are residents of a participating

15  nursing home or assisted living facility who have diminished

16  ability to make their own decisions and who do not have

17  relatives or family available to act as guardians in nursing

18  homes listed on the Nursing Home Guide Watch List. The agency

19  and the Statewide Public Guardianship and Children's

20  Representation Office shall give such residents priority for

21  publicly funded guardianship services.

22

23  (Redesignate subsequent sections.)

24

25

26  ================ T I T L E   A M E N D M E N T ===============

27  And the title is amended as follows:

28         On page 1, line 5, through

29            page 2, line 4, delete those lines

30

31  and insert:

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    Amendment No. ___   Barcode 335246





  1         Public Guardianship and Children's

  2         Representation Office; renaming each guardian

  3         ad litem office as a Circuit Office of

  4         Children's Representation; providing for a

  5         study to determine the organizational placement

  6         of the Statewide Public Guardianship and

  7         Children's Representation Office and Circuit

  8         Children's Representation Offices with

  9         recommendations to the Legislature by a

10         specified date; providing for county funding of

11         program elements; amending s. 25.388, F.S.;

12         including the Statewide Public Guardianship and

13         Children's Representation Office as recipients

14         of moneys from the Family Courts Trust Funds;

15         amending s. 744.701, F.S.; redesignating the

16         Public Guardianship Act as the "Public

17         Guardianship and Children's Representation

18         Act"; amending s. 744.702, F.S.; providing

19         legislative intent with respect to children

20         involved in dependency proceedings and

21         incapacitated persons; amending s. 744.7021,

22         F.S.; establishing the Statewide Public

23         Guardianship and Children's Representation

24         Office within the Department of Elderly

25         Affairs; providing a term of office and

26         qualifications for the executive director;

27         providing for appointment of deputy directors;

28         providing qualifications for deputy directors;

29         requiring the Statewide Public Guardianship and

30         Children's Representation Office to establish

31         standards for the representation of children;

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  1         requiring an annual report to the Legislature;

  2         requiring the office to establish a Circuit

  3         Office of Children's Representation in each

  4         judicial circuit; authorizing the circuit

  5         offices to provide and coordinate the provision

  6         of legal services for children when private

  7         representation is unavailable; requiring the

  8         circuit offices to provide representation for

  9         children in dependency proceedings; providing

10         for appointing a lay representative and an

11         attorney to represent the best interest of the

12         child; authorizing the Statewide Public

13         Guardianship and Children's Representation

14         Office or the Circuit Offices of Children's

15         Representation to establish a nonprofit

16         organization to assist in funding the services

17         provided to children; amending ss. 744.703,

18         744.706, 744.707, 744.708, 744.7081, 400.148,

19         F.S., relating to the office of public

20         guardian, budget, procedures and rules, reports

21         and standards, access to records, and Medicaid

22         contracts; conforming provisions to changes

23         made by the act;

24

25

26

27

28

29

30

31

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    10:43 AM   03/12/02                             s0686c3c-38j02