SENATE AMENDMENT
    Bill No. SB 2922
    Amendment No. ___   Barcode 902042
                            CHAMBER ACTION
              Senate                               House
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       04/27/2004 06:04 PM         .                    
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11  Senator Miller moved the following amendment:
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13         Senate Amendment (with title amendment) 
14         On page 5, line 21,
15            page 6, line 10, delete those lines
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17  and insert:  Florida Statutes. To fulfill its legislative
18  mandate of research, education, treatment, prevention, and the
19  early detection of cancer, an exemption of confidential and
20  proprietary information relating to business transactions will
21  allow the not-for-profit corporation and its subsidiaries to
22  more effectively partner with other researchers. Although
23  information relating to business transactions may not qualify
24  as intellectual property, the terms and pricing of a research
25  transaction and, in some cases, the very fact of a research
26  transaction may be considered confidential information
27  concerning an entity. This exemption will assure collaborating
28  partners that their confidential business information will
29  remain confidential and exempt from public disclosure if
30  shared with the not-for-profit corporation or its
31  subsidiaries. The Legislature finds that the ability of the
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    12:10 PM   04/26/04                               s2922c-1820a

SENATE AMENDMENT Bill No. SB 2922 Amendment No. ___ Barcode 902042 1 not-for-profit corporation and its subsidiaries to conduct 2 meaningful scientific research and meet their obligations will 3 be significantly impaired if certain proprietary business 4 information or scientific research is not made confidential 5 and exempt from public disclosure. Specifically, the 6 Legislature finds that it is a public necessity to make exempt 7 and confidential proprietary business information or 8 scientific research that relates to methods of manufacture or 9 production, potential trade secrets, patentable material, 10 actual trade secrets as defined in section 688.002, Florida 11 Statutes, or proprietary information received, generated, 12 ascertained, or discovered by or through the not-for-profit 13 corporation or its subsidiaries because the disclosure of this 14 information would negate the benefit expected by exposing 15 valuable proprietary work to competitors. Business 16 transactions resulting from scientific research must be held 17 confidential and exempt from public records requirements 18 because the disclosure of such information would create an 19 unfair competitive advantage for the person receiving such 20 information. Such an advantage would adversely impact the 21 not-for-profit corporation and its subsidiaries. If 22 confidential and exempt information regarding research in 23 progress were released pursuant to a public records request, 24 others would be allowed to derive benefit from the research 25 without compensation or reimbursement to the not-for-profit 26 corporation or its subsidiaries. Without the exemptions 27 provided for in this act, the disclosure of confidential and 28 exempt information would place the not-for-profit corporation 29 or its subsidiaries on an unequal footing in the marketplace 30 as compared with other research competitors whose information 31 is kept confidential and exempt. The Legislature finds that 2 12:10 PM 04/26/04 s2922c-1820a
SENATE AMENDMENT Bill No. SB 2922 Amendment No. ___ Barcode 902042 1 disclosure of confidential and exempt information would 2 adversely impact the not-for-profit corporation or its 3 subsidiaries in fulfilling the mission of research. 4 (3) The Legislature further finds that information 5 received by the not-for-profit corporation or its subsidiaries 6 from a person in this or another state or nation or the 7 Federal Government which is otherwise exempt or confidential 8 pursuant to the laws of this or another state or nation or 9 pursuant to federal law should remain exempt or confidential 10 because the highly confidential nature of cancer-related 11 research necessitates that the not-for-profit corporation or 12 its subsidiaries be authorized to maintain the status of 13 exempt or confidential information it receives from the 14 sponsors of research. Without the exemptions provided for in 15 this act, the disclosure of exempt and confidential 16 information would place the not-for-profit corporation on an 17 unequal footing in the marketplace as compared with its 18 private health care and medical research competitors that are 19 not required to disclose such exempt and confidential 20 information. The Legislature finds that the disclosure of such 21 exempt and confidential information would adversely impact the 22 not-for-profit corporation or its subsidiaries in fulfilling 23 their mission of cancer treatment, research, and education. 24 Section 4. Subsection (9) of section 1004.445, Florida 25 Statutes, is amended, and subsection (10) is added to said 26 section, to read: 27 1004.445 Florida Alzheimer's Center and Research 28 Institute.-- 29 (9)(a) The following information is confidential and 30 exempt from the provisions of s. 119.07(1) and s. 24, Art. I 31 of the State Constitution: 3 12:10 PM 04/26/04 s2922c-1820a
SENATE AMENDMENT Bill No. SB 2922 Amendment No. ___ Barcode 902042 1 1.(a) Personal identifying information relating to 2 clients of programs created or funded through the Florida 3 Alzheimer's Center and Research Institute which is held by the 4 institute, the University of South Florida, or the State Board 5 of Education or by persons who provide services to clients of 6 programs created or funded through contracts with the Florida 7 Alzheimer's Center and Research Institute; 8 2.(b) Any medical or health records relating to 9 patients which may be created or received by the institute; 10 3. Proprietary confidential business information. As 11 used in this subparagraph, the term "proprietary confidential 12 business information" means information, regardless of its 13 form or characteristics, which is owned or controlled by the 14 institute; is intended to be and is treated by the institute 15 as private and the disclosure of which would harm the business 16 operations of the institute; has not been intentionally 17 disclosed by the institute unless pursuant to law, an order of 18 a court or administrative body, a legislative proceeding 19 pursuant to s. 5, Art. III of the State Constitution, or a 20 private agreement that provides that the information may be 21 released to the public; and which is information concerning: 22 a. Trade secrets as defined in s. 688.002, including 23 information relating 24 (c) Materials that relate to methods of manufacture or 25 production, potential trade secrets, potentially patentable 26 material, actual trade secrets as defined in s. 688.002, or 27 proprietary information received, generated, ascertained, or 28 discovered during the course of research conducted by or 29 through the institute and business transactions resulting from 30 such research, and reimbursement methodologies or rates.; 31 b.(d) The identity of a donor or prospective donor to 4 12:10 PM 04/26/04 s2922c-1820a
SENATE AMENDMENT Bill No. SB 2922 Amendment No. ___ Barcode 902042 1 the Florida Alzheimer's Center and Research institute who 2 wishes to remain anonymous, and all information identifying 3 such donor or prospective donor.; 4 c.(e) Any information received by the institute in the 5 performance of its duties and responsibilities which is 6 otherwise confidential and exempt by law.; and 7 d.(f) Any information received by the institute from a 8 person from another state or nation or the Federal Government 9 which is otherwise confidential or exempt pursuant to that 10 state's or nation's laws or pursuant to federal law. 11 e. Internal auditing controls and reports of internal 12 auditors. 13 f. Contracts for managed-care arrangements, including 14 preferred provider organization contracts, health maintenance 15 organization contracts, and exclusive provider organization 16 contracts, and any documents directly relating to the 17 negotiation, performance, and implementation of any such 18 contracts for managed-care arrangements. 19 g. Bids or other contractual data, banking records, 20 and credit agreements the disclosure of which would impair the 21 efforts of the institute to contract for goods or services on 22 favorable terms. 23 h. Information relating to private contractual data, 24 the disclosure of which would impair the competitive interest 25 of the provider of the information. 26 i. Corporate officer and employee personnel 27 information. 28 j. Information relating to the proceedings and records 29 of the credentialing panels and committees and of the 30 governing board of the institute relating to credentialing. 31 k. Minutes of exempt meetings of the governing board 5 12:10 PM 04/26/04 s2922c-1820a
SENATE AMENDMENT Bill No. SB 2922 Amendment No. ___ Barcode 902042 1 of the institute. 2 l. Information that reveals plans for marketing 3 services that the institute reasonably expects to be provided 4 by competitors. 5 6 7 As used in this subparagraph, the term "managed care" means 8 systems or techniques generally used by third-party payors or 9 their agents to affect access to and control payment for 10 health care services. Managed-care techniques most often 11 include one or more of the following: prior, concurrent, and 12 retrospective review of the medical necessity and 13 appropriateness of services or site of services; contracts 14 with selected health care providers; financial incentives or 15 disincentives related to the use of specific providers, 16 services, or service sites; controlled access to and 17 coordination of services by a case manager; and payor efforts 18 to identify treatment alternatives and modify benefit 19 restrictions for high-cost patient care. 20 (b) The Auditor General, the Office of Program Policy 21 Analysis and Government Accountability, and the State Board of 22 Education, pursuant to their oversight and auditing functions, 23 shall be given access to all proprietary confidential business 24 information upon request and without subpoena and must 25 maintain the confidentiality of information so received. 26 (c) Any governmental entity that demonstrates a need 27 to access such confidential and exempt information in order to 28 perform its duties and responsibilities shall have access to 29 such information and shall otherwise keep such information 30 confidential and exempt. 31 (d) This subsection section is subject to the Open 6 12:10 PM 04/26/04 s2922c-1820a
SENATE AMENDMENT Bill No. SB 2922 Amendment No. ___ Barcode 902042 1 Government Sunset Review Act of 1995 in accordance with s. 2 119.15 and shall stand repealed on October 2, 2009 2006, 3 unless reviewed and saved from repeal through reenactment by 4 the Legislature. 5 (10)(a) Meetings or portions of meetings of the 6 governing board of the Florida Alzheimer's Center and Research 7 Institute at which information is discussed that is made 8 confidential and exempt pursuant to subsection (9) are exempt 9 from s. 286.011 and s. 24(b), Art. I of the State 10 Constitution. 11 (b) This subsection is subject to the Open Government 12 Sunset Review Act of 1995 in accordance with s. 119.15 and 13 shall stand repealed on October 2, 2009, unless reviewed and 14 saved from repeal through reenactment by the Legislature. 15 Section 5. The Legislature finds that it is a public 16 necessity that proprietary confidential business information 17 owned or controlled by the Florida Alzheimer's Center and 18 Research Institute, which includes reimbursement methodologies 19 or rates; internal auditing controls and reports of internal 20 auditors; contracts for managed-care arrangements and any 21 documents directly relating to the negotiation, performance, 22 and implementation of any such contracts for managed-care 23 arrangements; bids or other contractual data, banking records, 24 and credit agreements; information relating to private 25 contractual data; corporate officer and employee personnel 26 information; information relating to the proceedings and 27 records of the credentialing panels and committees and of the 28 governing board of the institute relating to credentialing; 29 minutes of meetings of the governing board of the institute; 30 and information that reveals plans for marketing services that 31 the institute reasonably expects to be provided by competitors 7 12:10 PM 04/26/04 s2922c-1820a
SENATE AMENDMENT Bill No. SB 2922 Amendment No. ___ Barcode 902042 1 be held confidential and exempt from public disclosure. The 2 institute must compete directly with its private-sector 3 counterparts. Its economic survival depends on the institute s 4 ability to so compete. As such, these exemptions are necessary 5 because release of this information would adversely impact the 6 institute in the competitive health care and medical research 7 environment. Disclosure of such information would place the 8 institute on an unequal footing in the marketplace as compared 9 with private health care providers that are not required to 10 disclose such confidential and exempt information. The highly 11 confidential nature of Alzheimer-related research discoveries 12 necessitates that the institute be authorized to maintain 13 confidential information it receives from, or generates for, 14 the sponsors of its research. Accordingly, disclosure of such 15 information would impede the effective and efficient 16 administration of the Florida Alzheimer's Center and Research 17 Institute and would create an unfair competitive advantage for 18 persons or entities receiving such information. Also, such 19 information is of a sensitive, personal nature regarding 20 corporate officers and employees. Disclosure of such 21 information could be harmful to the officer or employee. It is 22 likewise a public necessity that certain meetings or portions 23 of meetings of the governing board of the institute be closed 24 in order to protect the competitive interest of the institute 25 and to guarantee the ability of the governing board to fulfill 26 its Alzheimer's disease research and teaching mission for the 27 benefit of the public. Furthermore, disclosing information 28 made confidential and exempt pursuant to the institute s 29 public records exemption via an open meeting defeats the 30 purpose of the public records exemption. 31 Section 6. If any provision of this act or its 8 12:10 PM 04/26/04 s2922c-1820a
SENATE AMENDMENT Bill No. SB 2922 Amendment No. ___ Barcode 902042 1 application to any person or circumstance is held invalid, the 2 invalidity does not affect other provisions or applications of 3 the act which can be given effect without the invalid 4 provision or application, and to this end the provisions of 5 this act are declared severable. 6 7 8 ================ T I T L E A M E N D M E N T =============== 9 And the title is amended as follows: 10 On page 1, line 17, after the semicolon, 11 12 insert: 13 amending s. 1004.445, F.S.; creating a public 14 records exemption for proprietary confidential 15 business information owned or controlled by the 16 Florida Alzheimer's Center and Research 17 Institute; specifying types of information that 18 are deemed proprietary confidential business 19 information; defining "managed care" for 20 purposes of the act; creating a public meetings 21 exemption for specified meetings or portions of 22 meetings of the governing board of the Florida 23 Alzheimer's Center and Research Institute; 24 providing for future review and repeal; 25 providing a statement of public necessity; 26 providing severability; 27 28 29 30 31 9 12:10 PM 04/26/04 s2922c-1820a