02-23 21:17 1st Sub. (Buff) H.B. 526 Matt MacPherson proposes the following substitute bill: 1 Government Records Access and Management Amendments 2025 GENERAL SESSION STATE OF UTAH Chief Sponsor: Matt MacPherson Senate Sponsor: 2 3 LONG TITLE 4 General Description: 5 This bill modifies provisions of the Government Records Access and Management Act. 6 Highlighted Provisions: 7 This bill: 8 ▸ provides that the government records ombudsman shall provide resources and services 9 related to a fee dispute in relation to a records request; 10 ▸ modifies provisions regulating costs chargeable by a governmental entity for employee 11 time in processing a records request under the Government Records Access and 12 Management Act; 13 ▸ adds provisions to regulate the disclosure of records and fee information regarding 14 work-related contact information for an employee of a local education agency; 15 ▸ requires a governmental entity to provide an itemized estimate of costs and fees expected 16 to be incurred before the governmental entity begins to process a request or requires 17 payment or deposit when fees are expected to exceed a certain amount; 18 ▸ modifies provisions of the Government Records Access and Management Act to make an 19 appeal to a chief administrative officer an optional process for appealing an estimate of 20 fees that exceeds a certain amount; 21 ▸ provides that a State Records Committee review of an agency access denial, fee waiver 22 denial, or fee estimate dispute is de novo; 23 ▸ requires a political subdivision to permit an optional appeal of an estimate of fees that 24 exceeds a certain amount directly to the State Records Committee; 25 ▸ modifies existing procedures; and 26 ▸ makes conforming changes and style corrections. 27 Money Appropriated in this Bill: 28 None 1st Sub. H.B. 526 1st Sub. (Buff) H.B. 526 02-23 21:17 29 Other Special Clauses: 30 None 31 Utah Code Sections Affected: 32 AMENDS: 33 63A-12-111, as last amended by Laws of Utah 2024, Chapter 407 34 63G-2-201, as last amended by Laws of Utah 2023, Chapters 173, 516 35 63G-2-202, as last amended by Laws of Utah 2024, Chapter 288 36 63G-2-203, as last amended by Laws of Utah 2022, Chapter 128 37 63G-2-401, as last amended by Laws of Utah 2024, Chapter 407 38 63G-2-402, as last amended by Laws of Utah 2024, Chapter 407 39 63G-2-403, as last amended by Laws of Utah 2024, Chapter 407 40 63G-2-404, as last amended by Laws of Utah 2024, Chapter 407 41 63G-2-701, as last amended by Laws of Utah 2019, Chapter 254 42 43 Be it enacted by the Legislature of the state of Utah: 44 Section 1. Section 63A-12-111 is amended to read: 45 63A-12-111 . Government records ombudsman. 46 (1)(a) The director of the division shall appoint a government records ombudsman. 47 (b) The government records ombudsman may not be a member of the State Records 48 Committee created in Section 63G-2-501. 49 (2)(a) The government records ombudsman shall: 50 (i) be familiar with the provisions of Title 63G, Chapter 2, Government Records 51 Access and Management Act; 52 (ii) serve as a resource for a person who is making or responding to a records request, 53 a fee dispute in relation to a records request, or filing an appeal relating to a 54 records request; 55 (iii) upon a request from a requester or responder, and with the consent of both the 56 requester and responder, mediate a dispute between a requester and responder, 57 including a dispute between a requester and a governmental entity regarding the 58 governmental entity's access denial, as defined in Section 63G-2-400.5; and 59 (iv) on an annual basis, electronically transmit a written report to the Government 60 Operations Interim Committee on the work performed by the government records 61 ombudsman during the previous year. 62 (b)(i) Before the conclusion of a mediation under Subsection (2)(a)(iii), a requester or - 2 - 02-23 21:17 1st Sub. (Buff) H.B. 526 63 responder may withdraw consent for the mediation. 64 (ii) If a requester or responder withdraws consent under Subsection (2)(b)(i), the 65 government records ombudsman shall certify, as provided in Subsection (4)(a)(ii), 66 that the mediation was not concluded because of a lack of the required consent. 67 (3) The government records ombudsman may not testify, or be compelled to testify, before 68 the State Records Committee created in Section 63G-2-501, another administrative 69 body, or a court regarding a matter that the government records ombudsman provided 70 services in relation to under this section. 71 (4) Upon the conclusion of a mediation under Subsection (2)(a)(iii) or upon the government 72 records ombudsman's determination that the required consent for the mediation is 73 lacking, the government records ombudsman shall: 74 (a) certify in writing that the mediation: 75 (i) is concluded; or 76 (ii) did not take place or was not concluded because of a lack of the required consent; 77 and 78 (b) provide a copy of the written certification to the requester and the responder. 79 Section 2. Section 63G-2-201 is amended to read: 80 63G-2-201 . Provisions relating to records -- Public records -- Private, controlled, 81 protected, and other restricted records -- Disclosure and nondisclosure of records -- 82 Certified copy of record -- Limits on obligation to respond to record request. 83 (1)(a) Except as provided in Subsection (1)(b), a person has the right to inspect a public 84 record free of charge, and the right to take a copy of a public record during normal 85 working hours, subject to Sections 63G-2-203 and 63G-2-204. 86 (b) A right under Subsection (1)(a) does not apply with respect to a record: 87 (i) a copy of which the governmental entity has already provided to the person; 88 (ii) that is the subject of a records request that the governmental entity is not required 89 to fill under Subsection (7)(a)(v); or 90 (iii)(A) that is accessible only by a computer or other electronic device owned or 91 controlled by the governmental entity; 92 (B) that is part of an electronic file that also contains a record that is private, 93 controlled, or protected; and 94 (C) that the governmental entity cannot readily segregate from the part of the 95 electronic file that contains a private, controlled, or protected record. 96 (2) A record is public unless otherwise expressly provided by statute. - 3 - 1st Sub. (Buff) H.B. 526 02-23 21:17 97 (3) The following records are not public: 98 (a) a record that is private, controlled, or protected under Sections 63G-2-302, 63G-2-303, 99 63G-2-304, and 63G-2-305; and 100 (b) a record to which access is restricted pursuant to court rule, another state statute, 101 federal statute, or federal regulation, including records for which access is governed 102 or restricted as a condition of participation in a state or federal program or for 103 receiving state or federal funds. 104 (4) Only a record specified in Section 63G-2-302, 63G-2-303, 63G-2-304, or 63G-2-305 105 may be classified private, controlled, or protected. 106 (5)(a) A governmental entity may not disclose a record that is private, controlled, or 107 protected to any person except as provided in Subsection (5)(b), Subsection (5)(c), 108 Section 63G-2-202, 63G-2-206, or 63G-2-303. 109 (b) A governmental entity may disclose a record that is private under Subsection 110 63G-2-302(2) or protected under Section 63G-2-305 to persons other than those 111 specified in Section 63G-2-202 or 63G-2-206 if the head of a governmental entity, or 112 a designee, determines that: 113 (i) there is no interest in restricting access to the record; or 114 (ii) the interests favoring access are greater than or equal to the interest favoring 115 restriction of access. 116 (c) In addition to the disclosure under Subsection (5)(b), a governmental entity may 117 disclose a record that is protected under Subsection 63G-2-305(51) if: 118 (i) the head of the governmental entity, or a designee, determines that the disclosure: 119 (A) is mutually beneficial to: 120 (I) the subject of the record; 121 (II) the governmental entity; and 122 (III) the public; and 123 (B) serves a public purpose related to: 124 (I) public safety; or 125 (II) consumer protection; and 126 (ii) the person who receives the record from the governmental entity agrees not to use 127 or allow the use of the record for advertising or solicitation purposes. 128 (6) A governmental entity shall provide a person with a certified copy of a record if: 129 (a) the person requesting the record has a right to inspect it; 130 (b) the person identifies the record with reasonable specificity; and - 4 - 02-23 21:17 1st Sub. (Buff) H.B. 526 131 (c) the person pays the lawful fees. 132 (7)(a) In response to a request, a governmental entity is not required to: 133 (i) create a record; 134 (ii) compile, format, manipulate, package, summarize, or tailor information; 135 (iii) provide a record in a particular format, medium, or program not currently 136 maintained by the governmental entity; 137 (iv) fulfill a person's records request if the request unreasonably duplicates prior 138 records requests from that person; 139 (v) fill a person's records request if: 140 (A) the record requested is: 141 (I) publicly accessible online; or 142 (II) included in a public publication or product produced by the governmental 143 entity receiving the request; and 144 (B) the governmental entity: 145 (I) specifies to the person requesting the record where the record is accessible 146 online; or 147 (II) provides the person requesting the record with the public publication or 148 product and specifies where the record can be found in the public 149 publication or product; or 150 (vi) fulfill a person's records request if: 151 (A) the person has been determined under Section 63G-2-209 to be a vexatious 152 requester; 153 (B) the State Records Committee order determining the person to be a vexatious 154 requester provides that the governmental entity is not required to fulfill a 155 request from the person for a period of time; and 156 (C) the period of time described in Subsection (7)(a)(vi)(B) has not expired. 157 (b) A governmental entity shall conduct a reasonable search for a requested record. 158 (8)(a) Although not required to do so, a governmental entity may, upon request from the 159 person who submitted the records request, compile, format, manipulate, package, 160 summarize, or tailor information or provide a record in a format, medium, or program 161 not currently maintained by the governmental entity. 162 (b) In determining whether to fulfill a request described in Subsection (8)(a), a 163 governmental entity may consider whether the governmental entity is able to fulfill 164 the request without unreasonably interfering with the governmental entity's duties - 5 - 1st Sub. (Buff) H.B. 526 02-23 21:17 165 and responsibilities. 166 (c) A governmental entity may require a person who makes a request under Subsection 167 (8)(a) to pay the governmental entity, in accordance with Section 63G-2-203, for 168 providing the information or record as requested. 169 (9)(a) Notwithstanding any other provision of this chapter, and subject to Subsection 170 (9)(b), a governmental entity is not required to respond to, or provide a record in 171 response to, a record request if the request is submitted by or in behalf of an 172 individual who is confined in a jail or other correctional facility following the 173 individual's conviction. 174 (b) Subsection (9)(a) does not apply to: 175 (i) the first five record requests submitted to the governmental entity by or in behalf 176 of an individual described in Subsection (9)(a) during any calendar year 177 requesting only a record that contains a specific reference to the individual; or 178 (ii) a record request that is submitted by an attorney of an individual described in 179 Subsection (9)(a). 180 (10)(a) A governmental entity may allow a person requesting more than 50 pages of 181 records to copy the records if: 182 (i) the records are contained in files that do not contain records that are exempt from 183 disclosure, or the records may be segregated to remove private, protected, or 184 controlled information from disclosure; and 185 (ii) the governmental entity provides reasonable safeguards to protect the public from 186 the potential for loss of a public record. 187 (b) If the requirements of Subsection (10)(a) are met, the governmental entity may: 188 (i) provide the requester with the facilities for copying the requested records and 189 require that the requester make the copies; or 190 (ii) allow the requester to provide the requester's own copying facilities and personnel 191 to make the copies at the governmental entity's offices and waive the fees for 192 copying the records. 193 (11)(a) A governmental entity that owns an intellectual property right and that offers the 194 intellectual property right for sale or license may control by ordinance or policy the 195 duplication and distribution of the material based on terms the governmental entity 196 considers to be in the public interest. 197 (b) Nothing in this chapter shall be construed to limit or impair the rights or protections 198 granted to the governmental entity under federal copyright or patent law as a result of - 6 - 02-23 21:17 1st Sub. (Buff) H.B. 526 199 its ownership of the intellectual property right. 200 (12) A governmental entity may not use the physical form, electronic or otherwise, in 201 which a record is stored to deny, or unreasonably hinder the rights of a person to inspect 202 and receive a copy of a record under this chapter. 203 (13) Subject to the requirements of Subsection (7), a governmental entity shall provide 204 access to an electronic copy of a record in lieu of providing access to its paper 205 equivalent if: 206 (a) the person making the request requests or states a preference for an electronic copy; 207 (b) the governmental entity currently maintains the record in an electronic format that is 208 reproducible and may be provided without reformatting or conversion; and 209 (c) the electronic copy of the record: 210 (i) does not disclose other records that are exempt from disclosure; or 211 (ii) may be segregated to protect private, protected, or controlled information from 212 disclosure without the undue expenditure of public resources or funds. 213 (14) In determining whether a record is properly classified as private under Subsection 214 63G-2-302(2)(d), the governmental entity, State Records Committee, local appeals 215 board, or court shall consider and weigh: 216 (a) any personal privacy interests, including those in images, that would be affected by 217 disclosure of the records in question; and 218 (b) any public interests served by disclosure. 219 (15) A request for the work-related contact information of an employee of a local education 220 agency shall be provided only according to the requirements of Section 53G-10-207. 221 Section 3. Section 63G-2-202 is amended to read: 222 63G-2-202 . Access to private, controlled, and protected documents. 223 (1) Except as provided in Subsection (11)(a), a governmental entity: 224 (a) shall, upon request, [ ]disclose a private record to: 225 (i) the subject of the record; 226 (ii) the parent or legal guardian of an unemancipated minor who is the subject of the 227 record; 228 (iii) the legal guardian of a legally incapacitated individual who is the subject of the 229 record; 230 (iv) any other individual who: 231 (A) has a power of attorney from the subject of the record; 232 (B) submits a notarized release from the subject of the record or the individual's - 7 - 1st Sub. (Buff) H.B. 526 02-23 21:17 233 legal representative dated no more than 90 days before the date the request is 234 made; or 235 (C) if the record is a medical record described in Subsection 63G-2-302(1)(b), is a 236 health care provider, as defined in Section 26B-8-501, if releasing the record or 237 information in the record is consistent with normal professional practice and 238 medical ethics; or 239 (v) any person to whom the record must be provided pursuant to: 240 (A) court order as provided in Subsection (7); or 241 (B) a legislative subpoena as provided in Title 36, Chapter 14, Legislative 242 Subpoena Powers; and 243 (b) may disclose a private record described in Subsections 63G-2-302(1)(j) through (m), 244 without complying with Section 63G-2-206, to another governmental entity for a 245 purpose related to: 246 (i) voter registration; or 247 (ii) the administration of an election. 248 (2)(a) Upon request, a governmental entity shall disclose a controlled record to: 249 (i) a physician, physician assistant, psychologist, certified social worker, insurance 250 provider or producer, or a government public health agency upon submission of: 251 (A) a release from the subject of the record that is dated no more than 90 days 252 prior to the date the request is made; and 253 (B) a signed acknowledgment of the terms of disclosure of controlled information 254 as provided by Subsection (2)(b); and 255 (ii) any person to whom the record must be disclosed pursuant to: 256 (A) a court order as provided in Subsection (7); or 257 (B) a legislative subpoena as provided in Title 36, Chapter 14, Legislative 258 Subpoena Powers. 259 (b) A person who receives a record from a governmental entity in accordance with 260 Subsection (2)(a)(i) may not disclose controlled information from that record to any 261 person, including the subject of the record. 262 (3) If there is more than one subject of a private or controlled record, the portion of the 263 record that pertains to another subject shall be segregated from the portion that the 264 requester is entitled to inspect. 265 (4) Upon request, and except as provided in Subsection (11)(b), a governmental entity shall 266 disclose a protected record to: - 8 - 02-23 21:17 1st Sub. (Buff) H.B. 526 267 (a) the person that submitted the record; 268 (b) any other individual who: 269 (i) has a power of attorney from all persons, governmental entities, or political 270 subdivisions whose interests were sought to be protected by the protected 271 classification; or 272 (ii) submits a notarized release from all persons, governmental entities, or political 273 subdivisions whose interests were sought to be protected by the protected 274 classification or from their legal representatives dated no more than 90 days prior 275 to the date the request is made; 276 (c) any person to whom the record must be provided pursuant to: 277 (i) a court order as provided in Subsection (7); or 278 (ii) a legislative subpoena as provided in Title 36, Chapter 14, Legislative Subpoena 279 Powers; or 280 (d) the owner of a mobile home park, subject to the conditions of Subsection 41-1a-116 281 (5). 282 (5) Except as provided in Subsection (1)(b), a [ ]governmental entity may disclose a 283 private, controlled, or protected record to another governmental entity, political 284 subdivision, state, the United States, or a foreign government only as provided by 285 Section 63G-2-206. 286 (6) Before releasing a private, controlled, or protected record, the governmental entity shall 287 obtain evidence of the requester's identity. 288 (7) A governmental entity shall disclose a record pursuant to the terms of a court order 289 signed by a judge from a court of competent jurisdiction, provided that: 290 (a) the record deals with a matter in controversy over which the court has jurisdiction; 291 (b) the court has considered the merits of the request for access to the record; 292 (c) the court has considered and, where appropriate, limited the requester's use and 293 further disclosure of the record in order to protect: 294 (i) privacy interests in the case of private or controlled records; 295 (ii) business confidentiality interests in the case of records protected under 296 Subsection 63G-2-305(1), (2), (40)(a)(ii), or (40)(a)(vi); and 297 (iii) privacy interests or the public interest in the case of other protected records; 298 (d) to the extent the record is properly classified private, controlled, or protected, the 299 interests favoring access, considering limitations thereon, are greater than or equal to 300 the interests favoring restriction of access; and - 9 - 1st Sub. (Buff) H.B. 526 02-23 21:17 301 (e) where access is restricted by a rule, statute, or regulation referred to in Subsection 302 63G-2-201(3)(b), the court has authority independent of this chapter to order 303 disclosure. 304 (8)(a) Except as provided in Subsection (8)(d), a governmental entity may disclose or 305 authorize disclosure of private or controlled records for research purposes if the 306 governmental entity: 307 (i) determines that the research purpose cannot reasonably be accomplished without 308 use or disclosure of the information to the researcher in individually identifiable 309 form; 310 (ii) determines that: 311 (A) the proposed research is bona fide; and 312 (B) the value of the research is greater than or equal to the infringement upon 313 personal privacy; 314 (iii)(A) requires the researcher to assure the integrity, confidentiality, and security 315 of the records; and 316 (B) requires the removal or destruction of the individual identifiers associated 317 with the records as soon as the purpose of the research project has been 318 accomplished; 319 (iv) prohibits the researcher from: 320 (A) disclosing the record in individually identifiable form, except as provided in 321 Subsection (8)(b); or 322 (B) using the record for purposes other than the research approved by the 323 governmental entity; and 324 (v) secures from the researcher a written statement of the researcher's understanding 325 of and agreement to the conditions of this Subsection (8) and the researcher's 326 understanding that violation of the terms of this Subsection (8) may subject the 327 researcher to criminal prosecution under Section 63G-2-801. 328 (b) A researcher may disclose a record in individually identifiable form if the record is 329 disclosed for the purpose of auditing or evaluating the research program and no 330 subsequent use or disclosure of the record in individually identifiable form will be 331 made by the auditor or evaluator except as provided by this section. 332 (c) A governmental entity may require indemnification as a condition of permitting 333 research under this Subsection (8). 334 (d) A governmental entity may not disclose or authorize disclosure of a private record - 10 - 02-23 21:17 1st Sub. (Buff) H.B. 526 335 for research purposes as described in this Subsection (8) if the private record is a 336 record described in Subsection 63G-2-302(1)(w). 337 (9)(a) Under Subsections 63G-2-201(5)(b) and 63G-2-401(6), a governmental entity 338 may disclose to persons other than those specified in this section records that are: 339 (i) private under Section 63G-2-302; or 340 (ii) protected under Section 63G-2-305, subject to Section 63G-2-309 if a claim for 341 business confidentiality has been made under Section 63G-2-309. 342 (b) Under Subsection 63G-2-403(11)(b), the State Records Committee may require the 343 disclosure to persons other than those specified in this section of records that are: 344 (i) private under Section 63G-2-302; 345 (ii) controlled under Section 63G-2-304; or 346 (iii) protected under Section 63G-2-305, subject to Section 63G-2-309 if a claim for 347 business confidentiality has been made under Section 63G-2-309. 348 (c) Under Subsection 63G-2-404(7), the court may require the disclosure of records that 349 are private under Section 63G-2-302, controlled under Section 63G-2-304, or 350 protected under Section 63G-2-305 to persons other than those specified in this 351 section. 352 (10)(a) A private record described in Subsection 63G-2-302(2)(f) may only be disclosed 353 as provided in Subsection (1)(a)(v). 354 (b) A protected record described in Subsection 63G-2-305(43) may only be disclosed as 355 provided in Subsection (4)(c) or Section 26B-6-212. 356 (11)(a) A private, protected, or controlled record described in Section 26B-1-506 shall 357 be disclosed as required under: 358 (i) Subsections 26B-1-506(1)(b) and (2); and 359 (ii) Subsections 26B-1-507(1) and (6). 360 (b) A record disclosed under Subsection (11)(a) shall retain its character as private, 361 protected, or controlled. 362 Section 4. Section 63G-2-203 is amended to read: 363 63G-2-203 . Fees. 364 (1)(a) Subject to Subsection (5), a governmental entity may charge a reasonable fee to 365 cover the governmental entity's actual cost of providing a record. 366 (b) A fee under Subsection (1)(a) shall be approved by the governmental entity's 367 executive officer. 368 (2)(a) When a governmental entity compiles a record in a form other than that normally - 11 - 1st Sub. (Buff) H.B. 526 02-23 21:17 369 maintained by the governmental entity, the actual costs under this section may 370 include the following: 371 (i) the cost of staff time for compiling, formatting, manipulating, packaging, 372 summarizing, or tailoring the record either into an organization or media to meet 373 the person's request; 374 (ii) the cost of staff time for search, retrieval, and other direct administrative costs for 375 complying with a request; and 376 (iii) in the case of fees for a record that is the result of computer output other than 377 word processing, the actual incremental cost of providing the electronic services 378 and products together with a reasonable portion of the costs associated with 379 formatting or interfacing the information for particular users, and the 380 administrative costs as set forth in Subsections (2)(a)(i) and (ii). 381 (b) An hourly charge under Subsection (2)(a) may not exceed the salary of the lowest 382 paid employee who, in the discretion of the custodian of records, has the necessary 383 skill and training to perform the request. 384 (3)(a) Fees shall be established as [provided in this Subsection (3).] follows: 385 [(b)] (i) A governmental entity with fees established by the Legislature: 386 [(i)] (A) shall establish the fees defined in Subsection (2), or other actual costs 387 associated with this section through the budget process; and 388 [(ii)] (B) may use the procedures of Section 63J-1-504 to set fees until the 389 Legislature establishes fees through the budget process. 390 [(c)] (ii) Political subdivisions shall establish fees by ordinance or written formal 391 policy adopted by the governing body. 392 [(d)] (iii) The judiciary shall establish fees by rules of the judicial council. 393 (iv) Any fee, or portion of a fee, that is charged for an employee's time incurred in the 394 production of documents, with the exception of costs charged specifically for 395 compiling a record in an alternative form as provided under Subsection (2)(a), 396 shall be charged at an hourly rate that is no greater than the actual hourly pay of 397 the employee performing the work. 398 (b) Excluding a law enforcement agency as defined in Section 50-1-102, if fees are 399 expected to exceed $50: 400 (i) a governmental entity shall provide an itemized estimate for the expected costs 401 before beginning to process a request; and 402 (ii) a governmental entity may not collect or require any fee or deposit before - 12 - 02-23 21:17 1st Sub. (Buff) H.B. 526 403 providing the itemized estimate. 404 (c) Excluding a law enforcement agency as defined in Section 50-1-102, if fees are 405 expected to exceed $500, in addition to the requirements of Subsection (3)(b), the 406 itemized estimate shall include, for any costs expected to be charged for employee 407 work time, a listing of the job description of each employee expected to perform 408 work in processing the request, the number of hours expected to be charged on behalf 409 of each employee's work, and the hourly rate charged for each employee. 410 (4) A governmental entity may fulfill a record request without charge and is encouraged to 411 do so if it determines that: 412 (a) releasing the record primarily benefits the public rather than a person; 413 (b) the individual requesting the record is the subject of the record, or an individual 414 specified in Subsection 63G-2-202(1) or (2); or 415 (c) the requester's legal rights are directly implicated by the information in the record, 416 and the requester is impecunious. 417 (5)(a) As used in this Subsection (5), "media representative": 418 (i) means a person who requests a record to obtain information for a story or report 419 for publication or broadcast to the general public; and 420 (ii) does not include a person who requests a record to obtain information for a blog, 421 podcast, social media account, or other means of mass communication generally 422 available to a member of the public. 423 (b) A governmental entity may not charge a fee for: 424 (i) reviewing a record to determine whether it is subject to disclosure, except as 425 permitted by Subsection (2)(a)(ii); 426 (ii) inspecting a record; or 427 (iii) the first quarter hour of staff time spent in responding to a request under Section 428 63G-2-204. 429 (c) Notwithstanding Subsection (5)(b)(iii), a governmental entity is not prevented from 430 charging a fee for the first quarter hour of staff time spent in responding to a request 431 under Section 63G-2-204 if the person who submits the request: 432 (i) is not a Utah media representative; and 433 (ii) previously submitted a separate request within the 10-day period immediately 434 before the date of the request to which the governmental entity is responding. 435 (6)(a) A person who believes that there has been an unreasonable denial of a fee waiver 436 under Subsection (4) may appeal the denial in the same manner as a person appeals - 13 - 1st Sub. (Buff) H.B. 526 02-23 21:17 437 when inspection of a public record is denied under Section 63G-2-205. 438 (b) The adjudicative body hearing the appeal: 439 (i) shall review the fee waiver de novo, but shall review and consider the 440 governmental entity's denial of the fee waiver and any determination under 441 Subsection (4); and 442 (ii) has the same authority when a fee waiver or reduction is denied as it has when the 443 inspection of a public record is denied. 444 (7)(a) All fees received under this section by a governmental entity subject to Subsection [ 445 (3)(b)] (3)(a)(i) shall be retained by the governmental entity as a dedicated credit. 446 (b) Those funds shall be used to recover the actual cost and expenses incurred by the 447 governmental entity in providing the requested record or record series. 448 (8)(a) A governmental entity may require payment of past fees and future estimated fees 449 before beginning to process a request if: 450 (i) fees are expected to exceed $50; or 451 (ii) the requester has not paid fees from previous requests. 452 (b) Any prepaid amount in excess of fees due shall be returned to the requester. 453 (9) This section does not alter, repeal, or reduce fees established by other statutes or 454 legislative acts. 455 (10)(a) Notwithstanding Subsection [(3)(c)] (3)(a)(ii), fees for voter registration records 456 shall be set as provided in this Subsection (10). 457 (b) The lieutenant governor shall: 458 (i) after consultation with county clerks, establish uniform fees for voter registration 459 and voter history records that meet the requirements of this section; and 460 (ii) obtain legislative approval of those fees by following the procedures and 461 requirements of Section 63J-1-504. 462 (11) If fees are charged for providing a local education agency employee's work-related 463 contact information, a governmental entity shall comply with the requirements of 464 Section 53G-10-207. 465 Section 5. Section 63G-2-401 is amended to read: 466 63G-2-401 . Appeal to chief administrative officer -- Appeal of fee estimate 467 directly to records committee -- Notice of the decision of the appeal. 468 (1)(a) A requester or interested party may appeal an access denial[ or] , the denial of a fee 469 waiver under Subsection 63G-2-203(4), or an estimate of a fee amount under 470 Subsection 63G-2-203(3) to the chief administrative officer of the governmental - 14 - 02-23 21:17 1st Sub. (Buff) H.B. 526 471 entity by filing a notice of appeal with the chief administrative officer within 30 days 472 after: 473 (i) for an access denial: 474 (A) the governmental entity sends a notice of denial under Section 63G-2-205, if 475 the governmental entity denies a record request under Subsection 63G-2-205 476 (1); or 477 (B) the record request is considered denied under Subsection 63G-2-204(9), if that 478 subsection applies; or 479 (ii) for a denial of a fee waiver, the date the governmental entity notifies the requester 480 that the fee waiver is denied. 481 (b) If a governmental entity claims extraordinary circumstances and specifies the date 482 when the records will be available under Subsection 63G-2-204(4), and, if the 483 requester believes the extraordinary circumstances do not exist or that the date 484 specified is unreasonable, the requester may appeal the governmental entity's claim 485 of extraordinary circumstances or date for compliance to the chief administrative 486 officer by filing a notice of appeal with the chief administrative officer within 30 487 days after notification of a claim of extraordinary circumstances by the governmental 488 entity, despite the lack of a "determination" or its equivalent under Subsection 489 63G-2-204(9). 490 (c) As an alternative to the appeal permitted under Subsection (1)(a), a requester or 491 interested party may appeal the governmental entity's estimate of a fee amount under 492 Subsection 63G-2-203(3) directly to the records committee as provided under Section 493 63G-2-403 if the estimated fee amount exceeds $500. 494 (2) A notice of appeal shall contain: 495 (a) the name, mailing address, and daytime telephone number of the requester or 496 interested party; and 497 (b) the relief sought. 498 (3) The requester or interested party may file a short statement of facts, reasons, and legal 499 authority in support of the appeal. 500 (4)(a) If the appeal involves a record that is the subject of a business confidentiality 501 claim under Section 63G-2-309, the chief administrative officer shall: 502 (i) send notice of the appeal to the business confidentiality claimant within three 503 business days after receiving notice, except that if notice under this section must 504 be given to more than 35 persons, it shall be given as soon as reasonably possible; - 15 - 1st Sub. (Buff) H.B. 526 02-23 21:17 505 and 506 (ii) send notice of the business confidentiality claim and the schedule for the chief 507 administrative officer's determination to the requester or interested party within 508 three business days after receiving notice of the appeal. 509 (b) The business confidentiality claimant shall have seven business days after notice is 510 sent by the administrative officer to submit further support for the claim of business 511 confidentiality. 512 (5)(a) The chief administrative officer shall make a decision on the appeal within: 513 (i)(A) 10 business days after the chief administrative officer's receipt of the notice 514 of appeal; or 515 (B) five business days after the chief administrative officer's receipt of the notice 516 of appeal, if the requester or interested party demonstrates that an expedited 517 decision benefits the public rather than the requester or interested party; or 518 (ii) 12 business days after the governmental entity sends the notice of appeal to a 519 person who submitted a claim of business confidentiality. 520 (b)(i) If the chief administrative officer fails to make a decision on an appeal of an 521 access denial within the time specified in Subsection (5)(a), the failure is the 522 equivalent of a decision affirming the access denial. 523 (ii) If the chief administrative officer fails to make a decision on an appeal under 524 Subsection (1)(b) within the time specified in Subsection (5)(a), the failure is the 525 equivalent of a decision affirming the claim of extraordinary circumstances or the 526 reasonableness of the date specified when the records will be available. 527 (c) The provisions of this section notwithstanding, the parties participating in the 528 proceeding may, by agreement, extend the time periods specified in this section. 529 (6) Except as provided in Section 63G-2-406, the chief administrative officer may, upon 530 consideration and weighing of the various interests and public policies pertinent to the 531 classification and disclosure or nondisclosure, order the disclosure of information 532 properly classified as private under Subsection 63G-2-302(2) or protected under Section 533 63G-2-305 if the interests favoring access are greater than or equal to the interests 534 favoring restriction of access. 535 (7)(a) The governmental entity shall send written notice of the chief administrative 536 officer's decision to all participants. 537 (b) If the chief administrative officer's decision is to affirm the access denial in whole or 538 in part or to affirm the fee waiver denial, the notice under Subsection (7)(a) shall - 16 - 02-23 21:17 1st Sub. (Buff) H.B. 526 539 include: 540 (i) a statement that the requester has a right under Section 63A-12-111 to request the 541 government records ombudsman to mediate the dispute between the requester and 542 the governmental entity concerning the access denial or the fee waiver denial; 543 (ii) a statement that the requester or interested party has the right to appeal the 544 decision, as provided in Section 63G-2-402, to: 545 (A) the State Records Committee or district court; or 546 (B) the local appeals board, if the governmental entity is a political subdivision 547 and the governmental entity has established a local appeals board; 548 (iii) the time limits for filing an appeal described in Subsection (7)(b)(ii), including 549 an explanation of a suspension of the time limits, as provided in Subsections 550 63G-2-403(1)(c) and 63G-2-404(1)(b), for a requester if the requester seeks 551 mediation under Section 63A-12-111; and 552 (iv) the name and business address of: 553 (A) the executive secretary of the State Records Committee; 554 (B) the individual designated as the contact individual for the appeals board, if the 555 governmental entity is a political subdivision that has established an appeals 556 board under Subsection 63G-2-701(5)(c); and 557 (C) the government records ombudsman. 558 (8) A person aggrieved by a governmental entity's classification or designation 559 determination under this chapter, but who is not requesting access to the records, may 560 appeal that determination using the procedures provided in this section. If a 561 nonrequester is the only appellant, the procedures provided in this section shall apply, 562 except that the decision on the appeal shall be made within 30 days after receiving the 563 notice of appeal. 564 (9) The duties of the chief administrative officer under this section may be delegated. 565 Section 6. Section 63G-2-402 is amended to read: 566 63G-2-402 . Appealing a decision of a chief administrative officer. 567 (1) If the decision of the chief administrative officer of a governmental entity under Section 568 63G-2-401 is to affirm the denial of a record request[ or] , to affirm the denial of a fee 569 waiver, or to affirm the estimate of a fee amount, the requester may: 570 (a)(i) appeal the decision to the State Records Committee, as provided in Section 571 63G-2-403; or 572 (ii) petition for judicial review of the decision in district court, as provided in Section - 17 - 1st Sub. (Buff) H.B. 526 02-23 21:17 573 63G-2-404; 574 (b) seek mediation of the access denial[ or] , fee waiver denial, or fee amount affirmation 575 under Subsection 63A-12-111(2)(c); or 576 (c) appeal the decision to the local appeals board if: 577 (i) the decision is of a chief administrative officer of a governmental entity that is a 578 political subdivision; and 579 (ii) the political subdivision has established a local appeals board. 580 (2) A requester who appeals a chief administrative officer's decision to the State Records 581 Committee or a local appeals board does not lose or waive the right to seek judicial 582 review of the decision of the State Records Committee or local appeals board. 583 (3) As provided in Section 63G-2-403, an interested party may appeal to the State Records 584 Committee a chief administrative officer's decision under Section 63G-2-401[ affirming 585 an access denial]. 586 Section 7. Section 63G-2-403 is amended to read: 587 63G-2-403 . Appeals to the State Records Committee. 588 (1)(a) A records committee appellant appeals to the State Records Committee by filing a 589 notice of appeal with the executive secretary of the State Records Committee no later 590 than 30 days after the date of issuance of the decision being appealed. 591 (b) Notwithstanding Subsection (1)(a), a requester may file a notice of appeal with the 592 executive secretary of the State Records Committee no later than 45 days after the 593 day on which the record request is made if: 594 (i) the circumstances described in Subsection 63G-2-401(1)(b) occur; and 595 (ii) the chief administrative officer fails to make a decision under Section 63G-2-401. 596 (c) The time for a requester to file a notice of appeal under Subsection (1)(a) or (b) is 597 suspended for the period of time that: 598 (i) begins the date the requester submits a request under Section 63A-12-111 for the 599 government records ombudsman to mediate the dispute between the requester and 600 the governmental entity; and 601 (ii) ends the earlier of the following dates: 602 (A) the date that the government records ombudsman certifies in writing that the 603 mediation is concluded; or 604 (B) the date that the government records ombudsman certifies in writing that the 605 mediation did not occur or was not concluded because of a lack of the required 606 consent. - 18 - 02-23 21:17 1st Sub. (Buff) H.B. 526 607 (2) The notice of appeal shall: 608 (a) contain the name, mailing address, and daytime telephone number of the records 609 committee appellant; 610 (b) be accompanied by a copy of the decision being appealed; and 611 (c) state the relief sought. 612 (3) The records committee appellant: 613 (a) shall, on the day on which the notice of appeal is filed with the State Records 614 Committee, serve a copy of the notice of appeal on: 615 (i) the governmental entity whose access denial[ or] , fee waiver denial, or fee amount 616 estimate is the subject of the appeal, if the records committee appellant is a 617 requester or interested party; or 618 (ii) the requester or interested party who is a party to the local appeals board 619 proceeding that resulted in the decision that the political subdivision is appealing 620 to the committee, if the records committee appellant is a political subdivision; and 621 (b) may file a short statement of facts, reasons, and legal authority in support of the 622 appeal. 623 (4)(a) Except as provided in Subsections (4)(b) and (c), no later than seven business 624 days after receiving a notice of appeal, the executive secretary of the State Records 625 Committee shall: 626 (i) schedule a hearing for the State Records Committee to discuss the appeal at the 627 next regularly scheduled committee meeting falling at least 16 days after the date 628 the notice of appeal is filed but no longer than 64 calendar days after the date the 629 notice of appeal was filed except that the committee may schedule an expedited 630 hearing upon application of the records committee appellant and good cause 631 shown; 632 (ii) send a copy of the notice of hearing to the records committee appellant; and 633 (iii) send a copy of the notice of appeal, supporting statement, and a notice of hearing 634 to: 635 (A) each member of the State Records Committee; 636 (B) the records officer and the chief administrative officer of the governmental 637 entity whose access denial or fee dispute is the subject of the appeal, if the 638 records committee appellant is a requester or interested party; 639 (C) any person who made a business confidentiality claim under Section 640 63G-2-309 for a record that is the subject of the appeal; and - 19 - 1st Sub. (Buff) H.B. 526 02-23 21:17 641 (D) if the appeal is of a chief administrative officer's decision affirming an access 642 denial, all persons who participated in the proceedings before the governmental 643 entity's chief administrative officer[, if the appeal is of the chief administrative 644 officer's decision affirming an access denial]. 645 (b)(i) The executive secretary of the State Records Committee may decline to 646 schedule a hearing if the record series that is the subject of the appeal has been 647 found by the committee in a previous hearing involving the same governmental 648 entity to be appropriately classified as private, controlled, or protected. 649 (ii)(A) If the executive secretary of the State Records Committee declines to 650 schedule a hearing, the executive secretary shall send a notice to the records 651 committee appellant indicating that the request for hearing has been denied and 652 the reason for the denial. 653 (B) The State Records Committee shall make rules to implement this section as 654 provided by Title 63G, Chapter 3, Utah Administrative Rulemaking Act. 655 (c) The executive secretary of the State Records Committee may schedule a hearing on 656 an appeal to the State Records Committee at a regularly scheduled State Records 657 Committee meeting that is later than the period described in Subsection (4)(a)(i) if 658 that committee meeting is the first regularly scheduled State Records Committee 659 meeting at which there are fewer than 10 appeals scheduled to be heard. 660 (5)(a) No later than five business days before the hearing, a governmental entity shall 661 submit to the executive secretary of the State Records Committee a written statement 662 of facts, reasons, and legal authority in support of the governmental entity's position. 663 (b) The governmental entity shall send a copy of the written statement by first class 664 mail, postage prepaid, to the requester or interested party involved in the appeal. The 665 executive secretary shall forward a copy of the written statement to each member of 666 the State Records Committee. 667 (6)(a) No later than 10 business days after the day on which the executive secretary 668 sends the notice of appeal, a person whose legal interests may be substantially 669 affected by the proceeding may file a request for intervention with the State Records 670 Committee. 671 (b) Any written statement of facts, reasons, and legal authority in support of the 672 intervener's position shall be filed with the request for intervention. 673 (c) The person seeking intervention shall provide copies of the statement described in 674 Subsection (6)(b) to all parties to the proceedings before the State Records - 20 - 02-23 21:17 1st Sub. (Buff) H.B. 526 675 Committee. 676 (7) The State Records Committee shall hold a hearing within the period of time described in 677 Subsection (4). 678 (8) At the hearing, the State Records Committee shall allow the parties to testify, present 679 evidence, and comment on the issues. The committee may allow other interested 680 persons to comment on the issues. 681 (9)(a)(i) The State Records Committee: 682 (A) may review the disputed records; and 683 (B) shall review the disputed records, if the committee is weighing the various 684 interests under Subsection (11). 685 (ii) A review of the disputed records under Subsection (9)(a)(i) shall be in camera. 686 (b) Members of the State Records Committee may not disclose any information or 687 record reviewed by the committee in camera unless the disclosure is otherwise 688 authorized by this chapter. 689 (10)(a) Discovery is prohibited, but the State Records Committee may issue subpoenas 690 or other orders to compel production of necessary evidence. 691 (b) When the subject of a State Records Committee subpoena disobeys or fails to 692 comply with the subpoena, the committee may file a motion for an order to compel 693 obedience to the subpoena with the district court. 694 (c)(i) The State Records Committee's review shall be de novo, if the appeal is[ an 695 appeal ] : 696 (A) from an access denial, a fee waiver denial under Section 63G-2-203, or an 697 estimate of a fee amount under Subsection 63G-2-203(3); or 698 (B) from a decision of a chief administrative officer: 699 [(A)] (I) issued under Section 63G-2-401; or 700 [(B)] (II) issued by a chief administrative officer of a political subdivision that 701 has not established a local appeals board. 702 (ii) For an appeal from a decision of a local appeals board, the State Records 703 Committee shall review and consider the decision of the local appeals board. 704 (11)(a) No later than seven business days after the hearing, the State Records Committee 705 shall issue a signed order: 706 (i) granting the relief sought, in whole or in part;[ or] 707 (ii) in relation to a fee estimate dispute: 708 (A) affirming the amount of a fee estimate; - 21 - 1st Sub. (Buff) H.B. 526 02-23 21:17 709 (B) ordering a different fee amount; or 710 (C) ordering a governmental entity to re-estimate a fee using specific fee estimate 711 procedures or guidelines, which may or may not include an order stating the 712 range of fee amounts acceptable to the State Records Committee in the matter; 713 or 714 [(ii)] (iii) upholding the governmental entity's access denial, fee waiver denial, or 715 estimate of a fee amount, in whole or in part. 716 (b) Except as provided in Section 63G-2-406, the State Records Committee may, upon 717 consideration and weighing of the various interests and public policies pertinent to 718 the classification and disclosure or nondisclosure, order the disclosure of information 719 properly classified as private, controlled, or protected if the public interest favoring 720 access is greater than or equal to the interest favoring restriction of access. 721 (c) In making a determination under Subsection (11)(b), the State Records Committee 722 shall consider and, where appropriate, limit the requester's or interested party's use 723 and further disclosure of the record in order to protect: 724 (i) privacy interests in the case of a private or controlled record; 725 (ii) business confidentiality interests in the case of a record protected under 726 Subsection 63G-2-305(1), (2), (40)(a)(ii), or (40)(a)(vi); and 727 (iii) privacy interests or the public interest in the case of other protected records. 728 (12) The order of the State Records Committee shall include: 729 (a) a statement of reasons for the decision, including citations to this chapter, court rule 730 or order, another state statute, federal statute, or federal regulation that governs 731 disclosure of the record, if the citations do not disclose private, controlled, or 732 protected information; 733 (b) a description of the record or portions of the record to which access was ordered or 734 denied, if the description does not disclose private, controlled, or protected 735 information or information exempt from disclosure under Subsection 63G-2-201 736 (3)(b); 737 (c) a statement that any party to the proceeding before the State Records Committee may 738 appeal the committee's decision to district court; and 739 (d) a brief summary of the appeals process, the time limits for filing an appeal, and a 740 notice that in order to protect its rights on appeal, the party may wish to seek advice 741 from an attorney. 742 (13) If the State Records Committee fails to issue a decision within 73 calendar days of the - 22 - 02-23 21:17 1st Sub. (Buff) H.B. 526 743 filing of the notice of appeal, that failure is the equivalent of an order denying the 744 appeal. A records committee appellant shall notify the State Records Committee in 745 writing if the records committee appellant considers the appeal denied. 746 (14) A party to a proceeding before the State Records Committee may seek judicial review 747 in district court of a State Records Committee order by filing a petition for review of the 748 order as provided in Section 63G-2-404. 749 (15)(a) Unless a notice of intent to appeal is filed under Subsection (15)(b), each party to 750 the proceeding shall comply with the order of the State Records Committee. 751 (b) If a party disagrees with the order of the State Records Committee, that party may 752 file a notice of intent to appeal the order. 753 (c) If the State Records Committee orders the governmental entity to produce a record 754 and no appeal is filed, or if, as a result of the appeal, the governmental entity is 755 required to produce a record, the governmental entity shall: 756 (i) produce the record; and 757 (ii) file a notice of compliance with the committee. 758 (d)(i) If the governmental entity that is ordered to produce a record fails to file a 759 notice of compliance or a notice of intent to appeal, the State Records Committee 760 may do either or both of the following: 761 (A) impose a civil penalty of up to $500 for each day of continuing 762 noncompliance; or 763 (B) send written notice of the governmental entity's noncompliance to the 764 governor. 765 (ii) In imposing a civil penalty, the State Records Committee shall consider the 766 gravity and circumstances of the violation, including whether the failure to 767 comply was due to neglect or was willful or intentional. 768 Section 8. Section 63G-2-404 is amended to read: 769 63G-2-404 . Judicial review. 770 (1)(a) A petition for judicial review of an order or decision, as allowed under this part, in 771 Section 63G-2-209, or in Subsection 63G-2-701(6)(a)(ii), shall be filed no later than 772 30 days after the date of the order or decision, subject to Subsection (1)(b). 773 (b) The time for a requester to file a petition for judicial review under Subsection (1)(a) 774 is suspended for the period of time that: 775 (i) begins the date the requester submits a request under Section 63A-12-111 for the 776 government records ombudsman to mediate the dispute between the requester and - 23 - 1st Sub. (Buff) H.B. 526 02-23 21:17 777 the governmental entity; and 778 (ii) ends the earlier of the following dates: 779 (A) the date that the government records ombudsman certifies in writing that the 780 mediation is concluded; or 781 (B) the date that the government records ombudsman certifies in writing that the 782 mediation did not occur or was not concluded because of a lack of the required 783 consent. 784 (2)(a) A petition for judicial review is a complaint governed by the Utah Rules of Civil 785 Procedure and shall contain: 786 (i) the petitioner's name and mailing address; 787 (ii) a statement identifying the order or decision that the petitioner is appealing; 788 [(ii)] (iii) a copy of the State Records Committee order from which the appeal is 789 taken, if the petitioner is seeking judicial review of an order of the State Records 790 Committee; 791 [(iii)] (iv) the name and mailing address of the governmental entity that issued the 792 initial determination with a copy of that determination; 793 [(iv)] (v) a request for relief specifying the type and extent of relief requested; and 794 [(v)] (vi) a statement of the reasons why the petitioner is entitled to relief. 795 (b) Except in exceptional circumstances, a petition for judicial review may not raise an 796 issue that was not raised in the underlying appeal and order. 797 (3) If the appeal is based on the denial of access to a protected record based on a claim of 798 business confidentiality, the court shall allow the claimant of business confidentiality to 799 provide to the court the reasons for the claim of business confidentiality. 800 (4) All additional pleadings and proceedings in the district court are governed by the Utah 801 Rules of Civil Procedure. 802 (5) The district court may review the disputed records. The review shall be in camera. 803 (6)(a) The court shall: 804 (i) make the court's decision de novo, but, for a petition seeking judicial review of a 805 State Records Committee order, allow introduction of evidence presented to the 806 State Records Committee; 807 (ii) determine all questions of fact and law without a jury; and 808 (iii) decide the issue at the earliest practical opportunity. 809 (b) A court may remand a petition for judicial review to the State Records Committee if: 810 (i) the remand is to allow the State Records Committee to decide an issue that: - 24 - 02-23 21:17 1st Sub. (Buff) H.B. 526 811 (A) involves access to a record; and 812 (B) the State Records Committee has not previously addressed in the proceeding 813 that led to the petition for judicial review; and 814 (ii) the court determines that remanding to the State Records Committee is in the best 815 interests of justice. 816 (7)(a) Except as provided in Section 63G-2-406, the court may, upon consideration and 817 weighing of the various interests and public policies pertinent to the classification 818 and disclosure or nondisclosure, order the disclosure of information properly 819 classified as private, controlled, or protected if the interest favoring access is greater 820 than or equal to the interest favoring restriction of access. 821 (b) The court shall consider and, where appropriate, limit the requester's use and further 822 disclosure of the record in order to protect privacy interests in the case of private or 823 controlled records, business confidentiality interests in the case of records protected 824 under Subsections 63G-2-305(1) and (2), and privacy interests or the public interest 825 in the case of other protected records. 826 Section 9. Section 63G-2-701 is amended to read: 827 63G-2-701 . Political subdivisions may adopt ordinances in compliance with 828 chapter -- Appeal process. 829 (1) As used in this section: 830 (a) "Access denial" means the same as that term is defined in Section 63G-2-400.5. 831 (b) "Interested party" means the same as that term is defined in Section 63G-2-400.5. 832 (c) "Requester" means the same as that term is defined in Section 63G-2-400.5. 833 (2)(a) Each political subdivision may adopt an ordinance or a policy applicable 834 throughout its jurisdiction relating to information practices including classification, 835 designation, access, denials, segregation, appeals, management, retention, and 836 amendment of records. 837 (b) The ordinance or policy shall comply with the criteria set forth in this section. 838 (c) If any political subdivision does not adopt and maintain an ordinance or policy, then 839 that political subdivision is subject to this chapter. 840 (d) Notwithstanding the adoption of an ordinance or policy, each political subdivision is 841 subject to Part 1, General Provisions, Part 3, Classification, and Sections 63A-12-105, 842 63A-12-107, 63G-2-201, 63G-2-202, 63G-2-205, 63G-2-206, 63G-2-601, and 843 63G-2-602. 844 (e) Every ordinance, policy, or amendment to the ordinance or policy shall be filed with - 25 - 1st Sub. (Buff) H.B. 526 02-23 21:17 845 the state archives no later than 30 days after its effective date. 846 (f) The political subdivision shall also report to the state archives all retention schedules, 847 and all designations and classifications applied to record series maintained by the 848 political subdivision. 849 (g) The report required by Subsection (2)(f) is notification to state archives of the 850 political subdivision's retention schedules, designations, and classifications. The 851 report is not subject to approval by state archives. If state archives determines that a 852 different retention schedule is needed for state purposes, state archives shall notify 853 the political subdivision of the state's retention schedule for the records and shall 854 maintain the records if requested to do so under Subsection 63A-12-105(2). 855 (3) Each ordinance or policy relating to information practices shall: 856 (a) provide standards for the classification and designation of the records of the political 857 subdivision as public, private, controlled, or protected in accordance with Part 3, 858 Classification; 859 (b) require the classification of the records of the political subdivision in accordance 860 with those standards; 861 (c) provide guidelines for establishment of fees in accordance with Section 63G-2-203; 862 and 863 (d) provide standards for the management and retention of the records of the political 864 subdivision comparable to Section 63A-12-103. 865 (4)(a) Each ordinance or policy shall establish access criteria, procedures, and response 866 times for requests to inspect, obtain, or amend records of the political subdivision, 867 and time limits for appeals consistent with this chapter. 868 (b) In establishing response times for access requests and time limits for appeals, the 869 political subdivision may establish reasonable time frames different than those set out 870 in Section 63G-2-204 and Part 4, Appeals, if it determines that the resources of the 871 political subdivision are insufficient to meet the requirements of those sections. 872 (5)(a) A political subdivision shall establish an appeals process for persons aggrieved by 873 classification, designation, fee disputes, or access decisions. 874 (b) A political subdivision's appeals process shall include[ ] : 875 (i) a process for a requester or interested party to appeal an access denial, fee waiver 876 denial, or an estimate of a fee amount to a person designated by the political 877 subdivision as the chief administrative officer for purposes of an appeal under 878 Section 63G-2-401[.] ; and - 26 - 02-23 21:17 1st Sub. (Buff) H.B. 526 879 (ii) a process for a requester or interested party to optionally appeal an estimate of a 880 fee amount directly to the State Records Committee if the estimated fee amount 881 exceeds $500. 882 (c)(i) A political subdivision may establish an appeals board [to decide] for the 883 purpose of hearing an appeal of a decision of[ ] : 884 (A) an access denial, fee waiver denial, or estimate of a fee amount; or 885 (B) the chief administrative officer affirming an access denial. 886 (ii) An appeals board established by a political subdivision shall be composed of 887 three members: 888 (A) one of whom shall be an employee of the political subdivision; and 889 (B) two of whom shall be members of the public who are not employed by or 890 officials of a governmental entity, at least one of whom shall have professional 891 experience with requesting or managing records. 892 (iii) If a political subdivision establishes an appeals board, any appeal of a decision of 893 a chief administrative officer shall be made to the appeals board, expect that an 894 appeal of an estimate of a fee amount may be appealed directly to the State 895 Records Committee as required by Subsection (5)(b)(ii) if the estimated fee 896 amount exceeds $500. 897 (iv) If a political subdivision does not establish an appeals board, the political 898 subdivision's appeals process shall provide for an appeal of a chief administrative 899 officer's decision to the State Records Committee, as provided in Section 900 63G-2-403. 901 (6)(a) A political subdivision or requester may appeal an appeals board decision: 902 (i) to the State Records Committee, as provided in Section 63G-2-403; or 903 (ii) by filing a petition for judicial review with the district court. 904 (b) The contents of a petition for judicial review under Subsection (6)(a)(ii) and the 905 conduct of the proceeding shall be in accordance with Sections 63G-2-402 and 906 63G-2-404. 907 (c) A person who appeals an appeals board decision to the State Records Committee 908 does not lose or waive the right to seek judicial review of the decision of the State 909 Records Committee. 910 (7) Any political subdivision that adopts an ordinance or policy under Subsection (1) shall 911 forward to state archives a copy and summary description of the ordinance or policy. 912 Section 10. Effective Date. - 27 - 1st Sub. (Buff) H.B. 526 02-23 21:17 913 This bill takes effect on May 7, 2025. - 28 -