SB 1519 — Virginia College Savings Plan; renamed Commonwealth Savers Plan, duties of governing board, report.
Last action — Failed to pass in Senate
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✓Introduced
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2In Committee
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3Passed Senate
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4Passed House of Delegates
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5To Executive
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6Enacted
This bill died with 2023 Regular Session. It reached “In Committee” and never advanced before the session ended, so it can no longer move — a new version would have to be reintroduced in the current session.
This bill is no longer active — its legislative session has ended, so there are no live odds of enactment. It would have to be reintroduced in the current session to move again.
Bill Text
What changed in the latest version
33 added · 2550 removedPlain-language change summary
The amendment to SB 1519 introduces a requirement for the Senate Committee on Finance and Appropriations and the House Committee on Appropriations to explore potential options for using surplus funds from the Virginia College Savings Plan's defined benefit programs. This includes discussions on how to maintain the funded status of these programs while considering various expenditure options, such as funding scholarships for students with financial need. The practical effect of this change is an increased focus on evaluating how surplus funds could be utilized to support educational access and affordability.
SESSION SENATE SUBSTITUTE 23106338D23106360D SENATE BILL NO.
1519 FLOOR AMENDMENT IN THE NATURE OF A SUBSTITUTE (Proposed(Proon by the Senate Committee on Finance and Appropriations on February 2,6, 2023)2023)ovell (Patron Prior to Substitute––Senator Barker) A BILL to amendrequire andthe reenactSenate §§Committee 2.2-2744,on 2.2-2753,Finance 2.2-2905,and 2.2-3114,Appropriations 2.2-3705.4, 2.2-3705.7, 23.1-1004, 30-330 through 30-333, 30-335, 51.1-505.01, 58.1-322.02, as it is currently effective and asthe itHouse shallCommittee becomeon effective,the 58.1-322.03,General asAssembly itregarding ispotential currentlyoptions effectivefor andexpending asactuarial itsurplus shallfunds becomein effective,thes andto 58.1-344.4Virginia ofCollege theSavings CodePlan's ofdefined Virginia,benefit relatingprograms; to public institutions of higher education;
Virginiareport. College Savings Plan;
renamed Commonwealth Savers Plan;
duties of governing board.
2.2-4343, 8.01-424, 23.1-306, 23.1-700, 23.1-701, 23.1-704 through 23.1-707, 23.1-1004, 30-330 S through 30-333, 30-335, 51.1-505.01, 58.1-322.02, as it is currently effective and as it shall become effective, 58.1-322.03, as it is currently effective and as it shall become effective, and 58.1-344.4 of the Code of Virginia are amended and reenacted as follows:
§ 2.2-2744.
Definitions.
N As used in this chapter, unless the context requires a different meaning:
"Committee" means the Program Advisory Committee established pursuant to § 2.2-2746.s Plan.
A "Eligible employee" means any individual who is (i) 18 years of age or older, (ii) currentlyTemployed at least 30 hours a week, and (iii) receiving wages.
"Eligible employer" means a nongovernmental business, industry, trade, profession, or other E enterprise in the Commonwealth, whether conducted on a for-profit or nonprofit basis, that employed 25 or more eligible employees, as reported to the Virginia Employment Commission pursuant to quarters of the preceding calendar year and has been operating for at least two years prior to Program implementation.
"Eligible employer" does not include an employer that sponsors, maintains, or S contributes to an automatic enrollment payroll deduction IRA or a qualified retirement plan in U compliance with federal law for its employees, including plans qualified under § 401(a), 403(a)B 403(b), 408(k), or 408(p) of the Internal Revenue Code.
An employer shall become an eligible employer at any tim"Fee" means any investment management charges, administrative charges, investment advice charges, trading fees, marketing and sales fees, revenue sharing, broker fees, and other costs necessary to run the 36 Program.
37 "Individual retirement account" or "IRA" means a Roth or traditional individual retirement account or / 38 annuity under § 408 or 408A of the Internal Revenue Code.
T 39 "Participating employee" means any eligible employee who is enrolled in the Program.
U agreement pursuant to this chapter for its eligible employees.
a payroll deposit retirement savings "Participating individual" means any individual who enrolls in the Program independent of anT employment relationship with an eligible employer, maintains an account in the Program, and is Eot a participating employee.
"Payroll deposit retirement savings agreement" means an arrangement by which an employer allows emp"Plan" means the Virginia College Savings Commonwealth Savers Plan.
"Program" means the state-facilitated IRA savings program established in this chapter and administered by the Plan.
"Program Trust" means the Program trust fund established by § 2.2-2752.
"Wages" means any compensation, as such term is defined in § 219(f)(1) of the Internal RevenSe Code, that is paid to an eligible employee by his employer during the calendar year.
1 The Program shall be subject to the reporting requirements set forth in § 23.1-709.
The Program shall be subject to the applicable provisions of the Virginia College Savings Commonwealth Savers Plan Oversight Act (§ 30-330 et seq.).
1 § 2.2-2905.
Certain officers and employees exempt from chapter.
The provisions of this chapter shall not apply to:
Officers§ and1. employees for whom the Constitution specifically directs the manner of selection;
SB1519S1The 2Senate ofCommittee 45on 2.Finance and Appropriations and the House Committee on Virginia College Savings Plan (the Plan);
Officersrepresentatives andfrom employeesbaccalaureate public institutions of higher education in the SupremeCommonwealth, Courtthe Virginia Community College System, and the CourtState Council of Appeals;Higher Education for Virginia;
3.and other members identified by the Senate Committee on Finance and Appropriations and the House Committee on Appropriations, to consider and make E for expending actuarial surplus funds in the Plan's defined benefit programs, including the legacys Prepaid 529 program and the Tuition Track Portfolio, while ensuring that a certain funded status, as defined in § 23.1-707.1 of the Code of Virginia, is maintained for such programs and any statutAry changes that may be necessary or advisable in order to fully implement any of the considered options.
Officerseducation appointedaccess byand theaffordability Governor,through whetherprograms confirmationsuch byas thescholarships Generalfor Assemblystudents orwith byhighTher eitherfinancial houseneed; thereof is required or not;
4.(ii) whether spending should be directed to students at baccalaureate public inEtitutions of higher education in the Commonwealth or associate-degree-granting public institutions of higher education in the Commonwealth, or both;
Officers(iii) electedwhether byspending popularshould votebe orused byto address the General(iv) Assemblythe orextent eitherto housewhich thereof;such surplus funds should be returned to legacy Prepaid 529 accountmmonwealth;
5.purchasers, options for doing so, and their potential tax consequences;
Members(v) whether the governing board of boardsthe Plan or another entity, such as an independent body, should determine the amount and commissionstimUng howeverof selected;entity should determine the use of such surplus funds.r the governing board of the Plan or anotBer S T I / T / U T E B 9 2
6.
Judges, referees, receivers, arbiters, masters and commissioners in chancery, commissioners of accounts, and any other persons appointed by any court to exercise judicial functions, and jurors and notaries public;
7.
Officers and employees of the General Assembly and persons employed to conduct temporary or special inquiries, investigations, or examinations on its behalf;
Show all 500 changed lines (460 more)
8.
The presidents and teaching and research staffs of state educational institutions;
9.
Commissioned officers and enlisted personnel of the National Guard;
10.
Student employees at institutions of higher education and patient or inmate help in other state institutions;
11.
Upon general or special authorization of the Governor, laborers, temporary employees, and employees compensated on an hourly or daily basis;
12.
County, city, town, and district officers, deputies, assistants, and employees;
13.
The employees of the Virginia Workers' Compensation Commission;
14.
The officers and employees of the Virginia Retirement System;
15.
Employees whose positions are identified by the State Council of Higher Education and the boards of the Virginia Museum of Fine Arts, The Science Museum of Virginia, the Jamestown-Yorktown Foundation, the Frontier Culture Museum of Virginia, the Virginia Museum of Natural History, the New College Institute, the Southern Virginia Higher Education Center, and The Library of Virginia, and approved by the Director of the Department of Human Resource Management as requiring specialized and professional training;
16.
Employees of the Virginia Lottery;
17.
Employees of the Department for the Blind and Vision Impaired's rehabilitative manufacturing and service industries who have a human resources classification of industry worker;
18.
Employees of the Virginia Commonwealth University Health System Authority;
19.
Employees of the University of Virginia Medical Center.
Any changes in compensation plans for such employees shall be subject to the review and approval of the Board of Visitors of the University of Virginia.
The University of Virginia shall ensure that its procedures for hiring University of Virginia Medical Center personnel are based on merit and fitness.
Such employees shall remain subject to the provisions of the State Grievance Procedure (§ 2.2-3000 et seq.);
20.
In executive branch agencies the employee who has accepted serving in the capacity of chief deputy, or equivalent, and the employee who has accepted serving in the capacity of a confidential assistant for policy or administration.
An employee serving in either one of these two positions shall be deemed to serve on an employment-at-will basis.
An agency may not exceed two employees who serve in this exempt capacity;
21.
Employees of Virginia Correctional Enterprises.
Such employees shall remain subject to the provisions of the State Grievance Procedure (§ 2.2-3000 et seq.);
22.
Officers and employees of the Virginia Port Authority;
23.
Employees of the Virginia College Savings Commonwealth Savers Plan;
24.
Directors of state facilities operated by the Department of Behavioral Health and Developmental Services employed or reemployed by the Commissioner after July 1, 1999, under a contract pursuant to § 37.2-707.
Such employees shall remain subject to the provisions of the State Grievance Procedure (§ 2.2-3000 et seq.);
25.
Employees of the Virginia Foundation for Healthy Youth.
Such employees shall be treated as state employees for purposes of participation in the Virginia Retirement System, health insurance, and all other employee benefits offered by the Commonwealth to its classified employees;
26.
Employees of the Virginia Indigent Defense Commission;
27.
Any chief of a campus police department that has been designated by the governing body of a public institution of higher education as exempt, pursuant to § 23.1-809;
28.
The Chief Executive Officer, agents, officers, and employees of the Virginia Alcoholic Beverage Control Authority;
and 29.
Officers and employees of the Fort Monroe Authority.
§ 2.2-3114.
Disclosure by state officers and employees.
A.
In accordance with the requirements set forth in § 2.2-3118.2, the Governor, Lieutenant Governor, Attorney General, Justices of the Supreme Court, judges of the Court of Appeals, judges of any circuit court, judges and substitute judges of any district court, members of the State Corporation Commission, members of the Virginia Workers' Compensation Commission, members of the Commonwealth Transportation Board, members of the Board of Trustees of the Virginia Retirement System, members of of 45 the Virginia College Savings Commonwealth Savers Plan, and members of the Virginia Lottery Boardd of and other persons occupying such offices or positions of trust or employment in state government, including members of the governing bodies of authorities, as may be designated by the Governor, or officers or employees of the legislative branch, as may be designated by the Joint Rules Committee of the General Assembly, shall file with the Council, as a condition to assuming office or employment, a prescribed by the Council pursuant to § 2.2-3117 and thereafter shall file such a statement annually on or before February 1.
B.
In accordance with the requirements set forth in § 2.2-3118.2, nonsalaried citizen members of all policy and supervisory boards, commissions and councils in the executive branch of state government, other than the Commonwealth Transportation Board, members of the Board of Trustees of the Virginia and the Virginia Lottery Board, shall file with the Council, as a condition to assuming office, a disclosure form of their personal interests and such other information as is required on the form prescribed by the Council pursuant to § 2.2-3118 and thereafter shall file such form annually on or before February 1.
Nonsalaried citizen members of other boards, commissions and councils, including advisory boards and authorities, may be required to file a disclosure form if so designated by the GovC.
The disclosure forms required by subsections A and B shall be made available by the CouncNl at least 30 days prior to the filing deadline.
Disclosure forms shall be filed electronically with the Council in accordance with the standards approved by it pursuant to § 30-356.
All forms shall be maintaAned as public records for five years in the office of the Council.
Such forms shall be made public no later than six weeks after the filing deadline.
T disclosure statement of their personal interests as required by § 24.2-502.ey General shall file a E.
Any officer or employee of state government who has a personal interest in any transaction before the governmental or advisory agency of which he is an officer or employee and who is disqualified from participating in that transaction pursuant to subsection A of § 2.2-3112, or otherwise elects to disqualify himself, shall forthwith make disclosure of the existence of his interest, includingSthe full involves a business or real estate, and his disclosure shall also be reflected in the public records of the agency for five years in the office of the administrative head of the officer's or employee's governmental agency or advisory agency or, if the agency has a clerk, in the clerk's office.
B F.
An officer or employee of state government who is required to declare his interest pursuaSt to subdivision B 1 of § 2.2-3112, shall declare his interest by stating (i) the transaction involved, (ii) the member of a business, profession, occupation, or group the members of which are affected by theThe is a transaction, and (iv) that he is able to participate in the transaction fairly, objectively, and in the public interest.
The officer or employee shall either make his declaration orally to be recorded in wrTtten minutes for his agency or file a signed written declaration with the clerk or administrative head of his governmental or advisory agency, as appropriate, who shall, in either case, retain and make available for reasonable time is not available to comply with the provisions of this subsection prior to participation in the transaction, the officer or employee shall prepare and file the required declaration by theEend of the next business day.
G.
An officer or employee of state government who is required to declare his interest pursuant to subdivision B 2 of § 2.2-3112, shall declare his interest by stating (i) the transaction involved, (ii) that a services to the client, and (iv) that he is able to participate in the transaction fairly, objectively, and in the public interest.
The officer or employee shall either make his declaration orally to be recorded in written minutes for his agency or file a signed written declaration with the clerk or administrative head of his governmental or advisory agency, as appropriate, who shall, in either case, retain and mSke available for public inspection such declaration for a period of five years from the date of re1ording or participation in the transaction, the officer or employee shall prepare and file the required declaration by the end of the next business day.
S H.
Notwithstanding any other provision of law, chairs of departments at a public institution of higher education in the Commonwealth shall not be required to file the disclosure form prescribed by the Council pursuant to § 2.2-3117 or 2.2-3118.
§ 2.2-3705.4.
Exclusions to application of chapter;
educational records and certain records of SB1519S1 4 of 45 educational institutions.
A.
The following information contained in a public record is excluded from the mandatory disclosure provisions of this chapter but may be disclosed by the custodian in his discretion, except as provided in subsection B or where such disclosure is otherwise prohibited by law.
Redaction of information excluded under this section from a public record shall be conducted in accordance with § 2.2-3704.01.
1.
Scholastic records containing information concerning identifiable individuals, except that such access shall not be denied to the person who is the subject thereof, or the parent or legal guardian of the student.
However, no student shall have access to (i) financial records of a parent or guardian or (ii) records of instructional, supervisory, and administrative personnel and educational personnel ancillary thereto, that are in the sole possession of the maker thereof and that are not accessible or revealed to any other person except a substitute.
The parent or legal guardian of a student may prohibit, by written request, the release of any individual information regarding that student until the student reaches the age of 18 years.
For scholastic records of students under the age of 18 years, the right of access may be asserted only by his legal guardian or parent, including a noncustodial parent, unless such parent's parental rights have been terminated or a court of competent jurisdiction has restricted or denied such access.
For scholastic records of students who are emancipated or attending a public institution of higher education in the Commonwealth, the right of access may be asserted by the student.
Any person who is the subject of any scholastic record and who is 18 years of age or older may waive, in writing, the protections afforded by this subdivision.
If the protections are so waived, such records shall be disclosed.
2.
Confidential letters and statements of recommendation placed in the records of educational agencies or institutions respecting (i) admission to any educational agency or institution, (ii) an application for employment or promotion, or (iii) receipt of an honor or honorary recognition.
3.
Information held by the Brown v.
Board of Education Scholarship Committee that would reveal personally identifiable information, including scholarship applications, personal financial information, and confidential correspondence and letters of recommendation.
4.
Information of a proprietary nature produced or collected by or for faculty or staff of public institutions of higher education, other than the institutions' financial or administrative records, in the conduct of or as a result of study or research on medical, scientific, technical or scholarly issues, whether sponsored by the institution alone or in conjunction with a governmental body or a private concern, where such information has not been publicly released, published, copyrighted or patented.
5.
Information held by the University of Virginia or the University of Virginia Medical Center or Eastern Virginia Medical School, as the case may be, that contain proprietary, business-related information pertaining to the operations of the University of Virginia Medical Center or Eastern Virginia Medical School, as the case may be, including business development or marketing strategies and activities with existing or future joint venturers, partners, or other parties with whom the University of Virginia Medical Center or Eastern Virginia Medical School, as the case may be, has formed, or forms, any arrangement for the delivery of health care, if disclosure of such information would be harmful to the competitive position of the University of Virginia Medical Center or Eastern Virginia Medical School, as the case may be.
6.
Personal information, as defined in § 2.2-3801, provided to the Board of the Virginia College Savings Commonwealth Savers Plan or its employees by or on behalf of individuals who have requested information about, applied for, or entered into prepaid tuition contracts or savings trust account agreements pursuant to Chapter 7 (§ 23.1-700 et seq.) of Title 23.1, including personal information related to (i) qualified beneficiaries as that term is defined in § 23.1-700, (ii) designated survivors, or (iii) authorized individuals.
Nothing in this subdivision shall be construed to prevent disclosure or publication of information in a statistical or other form that does not identify individuals or provide personal information.
Individuals shall be provided access to their own personal information.
For purposes of this subdivision:
"Authorized individual" means an individual who may be named by the account owner to receive information regarding the account but who does not have any control or authority over the account.
"Designated survivor" means the person who will assume account ownership in the event of the account owner's death.
7.
Information maintained in connection with fundraising activities by or for a public institution of higher education that would reveal (i) personal fundraising strategies relating to identifiable donors or prospective donors or (ii) wealth assessments;
estate, financial, or tax planning information;
health-related information;
employment, familial, or marital status information;
electronic mail addresses, facsimile or telephone numbers;
birth dates or social security numbers of identifiable donors or prospective donors.
The exclusion provided by this subdivision shall not apply to protect from disclosure (a) information relating to the amount, date, purpose, and terms of the pledge or donation or the identity of the donor or (b) the identities of sponsors providing grants to or contracting with the institution for of 45 contracts.
For purposes of clause (a), the identity of the donor may be withheld if (1) the donor has requested anonymity in connection with or as a condition of making a pledge or donation and (2) the pledge or donation does not impose terms or conditions directing academic decision-making.
8.
Information held by a threat assessment team established by a local school board pursuant to § 22.1-79.4 or by a public institution of higher education pursuant to § 23.1-805 relating to the under assessment commits an act, or is prosecuted for the commission of an act that has caused the been death of, or caused serious bodily injury, including any felony sexual assault, to another person, such information of the threat assessment team concerning the individual under assessment shall be made available as provided by this chapter, with the exception of any criminal history records obtained pursuant to § 19.2-389 or 19.2-389.1, health records obtained pursuant to § 32.1-127.1:03, or scholastic identifying information of any person who provided information to the threat assessment team under a promise of confidentiality.
9.
Records provided to the Governor or the designated reviewers by a qualified institution, as those terms are defined in § 23.1-1239, related to a proposed memorandum of understanding, or proposed amendments to a memorandum of understanding, submitted pursuant to Chapter 12.1 (§ 23.1-1239 etE subject to public disclosure after it is agreed to and signed by the Governor.ch chapter shall Ne B.
The custodian of a scholastic record shall not release the address, phone number, or email address of a student in response to a request made under this chapter without written consent.
For any Atudent who is (i) 18 years of age or older, (ii) under the age of 18 and emancipated, or (iii) attending an institution of higher education, written consent of the student shall be required.
For any otheT student, wri§ 2.2-3705.7.
Exclusions to application of chapter;
records of specific public bodies and certain other limited exclusions.
E The following information contained in a public record is excluded from the mandatory disclosure provisions of this chapter but may be disclosed by the custodian in his discretion, except where such disclosure is prohibited by law.
Redaction of information excluded under this section from a puSlic rec1.
State income, business, and estate tax returns, personal property tax returns, and confidential records held pursuant to § 58.1-3.
U 2.
Working papers and correspondence of the Office of the Governor, the Lieutenant Governor, or the Attorney General;
the members of the General Assembly, the Division of Legislative ServicesS or the Clerks of the House of Delegates or the Senate of Virginia;
the mayor or chief executive officer of any public institution of higher education in the Commonwealth.
However, no information that is otherwise open to inspection under this chapter shall be deemed excluded by virtue of the fact that it has been attached to or incorporated within any working paper or correspondence.
Further, information puTlicly available or not otherwise subject to an exclusion under this chapter or other provision of law that has been aggregated, combined, or changed in format without substantive analysis or revision shall not be any resumes or applications submitted by persons who are appointed by the Governor pursuant todTng of § 2.2-106 or 2.2-107.
E As used in this subdivision:
"Members of the General Assembly" means each member of the Senate of Virginia and the House of Delegates and their legislative aides when working on behalf of such member.
policy, and Cabinet Secretaries;
the Assistant to the Governor for Intergovernmental Affairs;
and those individuals to whom the Governor has delegated his authority pursuant to § 2.2-104.
"Working papers" means those records prepared by or for a public official identified in this subdivision for his personal or deliberative use.
S 3.
Information contained in library records that can be used to identify (i) both (a) any li1rary patron such patron borrowed or accessed or (ii) any library patron under 18 years of age.
For the purposes of clause (ii), access shall not be denied to the parent, including a noncustodial parent, or guardian of such library patron.
1 4.
Contract cost estimates prepared for the confidential use of the Department of Transportation in awarding contracts for construction or the purchase of goods or services, and records and automated systems prepared for the Department's Bid Analysis and Monitoring Program.
SB1519S1 6 of 45 5.
Lists of registered owners of bonds issued by a political subdivision of the Commonwealth, whether the lists are maintained by the political subdivision itself or by a single fiduciary designated by the political subdivision.
6.
Information furnished by a member of the General Assembly to a meeting of a standing committee, special committee, or subcommittee of his house established solely for the purpose of reviewing members' annual disclosure statements and supporting materials filed under § 30-110 or of formulating advisory opinions to members on standards of conduct, or both.
7.
Customer account information of a public utility affiliated with a political subdivision of the Commonwealth, including the customer's name and service address, but excluding the amount of utility service provided and the amount of money charged or paid for such utility service.
8.
Personal information, as defined in § 2.2-3801, (i) filed with the Virginia Housing Development Authority concerning individuals who have applied for or received loans or other housing assistance or who have applied for occupancy of or have occupied housing financed, owned or otherwise assisted by the Virginia Housing Development Authority;
(ii) concerning persons participating in or persons on the waiting list for federally funded rent-assistance programs;
(iii) filed with any local redevelopment and housing authority created pursuant to § 36-4 concerning persons participating in or persons on the waiting list for housing assistance programs funded by local governments or by any such authority;
or (iv) filed with any local redevelopment and housing authority created pursuant to § 36-4 or any other local government agency concerning persons who have applied for occupancy or who have occupied affordable dwelling units established pursuant to § 15.2-2304 or 15.2-2305.
However, access to one's own information shall not be denied.
9.
Information regarding the siting of hazardous waste facilities, except as provided in § 10.1-1441, if disclosure of such information would have a detrimental effect upon the negotiating position of a governing body or on the establishment of the terms, conditions, and provisions of the siting agreement.
10.
Information on the site-specific location of rare, threatened, endangered, or otherwise imperiled plant and animal species, natural communities, caves, and significant historic and archaeological sites if, in the opinion of the public body that has the responsibility for such information, disclosure of the information would jeopardize the continued existence or the integrity of the resource.
This exclusion shall not apply to requests from the owner of the land upon which the resource is located.
11.
Memoranda, graphics, video or audio tapes, production models, data, and information of a proprietary nature produced by or for or collected by or for the Virginia Lottery relating to matters of a specific lottery game design, development, production, operation, ticket price, prize structure, manner of selecting the winning ticket, manner of payment of prizes to holders of winning tickets, frequency of drawings or selections of winning tickets, odds of winning, advertising, or marketing, where such information not been publicly released, published, copyrighted, or patented.
Whether released, published, or copyrighted, all game-related information shall be subject to public disclosure under this chapter upon the first day of sales for the specific lottery game to which it pertains.
12.
Information held by the Virginia Retirement System, acting pursuant to § 51.1-124.30, or a local retirement system, acting pursuant to § 51.1-803, or by a local finance board or board of trustees of a trust established by one or more local public bodies to invest funds for post-retirement benefits other than pensions, acting pursuant to Article 8 (§ 15.2-1544 et seq.) of Chapter 15 of Title 15.2, or by the board of visitors of the University of Virginia, acting pursuant to § 23.1-2210, or by the board of visitors of The College of William and Mary in Virginia, acting pursuant to § 23.1-2803, or by the Virginia College Savings Commonwealth Savers Plan, acting pursuant to § 23.1-704, relating to the acquisition, holding, or disposition of a security or other ownership interest in an entity, where such security or ownership interest is not traded on a governmentally regulated securities exchange, if disclosure of such information would (i) reveal confidential analyses prepared for the board of visitors of the University of Virginia, prepared for the board of visitors of The College of William and Mary in Virginia, prepared by the retirement system, a local finance board or board of trustees, or the Virginia College Savings Commonwealth Savers Plan, or provided to the retirement system, a local finance board or board of trustees, or the Virginia College Savings Commonwealth Savers Plan under a promise of confidentiality of the future value of such ownership interest or the future financial performance of the entity and (ii) have an adverse effect on the value of the investment to be acquired, held, or disposed of by the retirement system, a local finance board or board of trustees, the board of visitors of the University of Virginia, the board of visitors of The College of William and Mary in Virginia, or the Virginia College Savings Commonwealth Savers Plan.
Nothing in this subdivision shall be construed to prevent the disclosure of information relating to the identity of any investment held, the amount invested, or the present value of such investment.
13.
Financial, medical, rehabilitative, and other personal information concerning applicants for or recipients of loan funds submitted to or maintained by the Assistive Technology Loan Fund Authority under Chapter 11 (§ 51.5-53 et seq.) of Title 51.5.
14.
Information held by the Virginia Commonwealth University Health System Authority pertaining of 45 teaching staffs;
proprietary information gathered by or in the possession of the Authority from third parties pursuant to a promise of confidentiality;
contract cost estimates prepared for confidential use in awarding contracts for construction or the purchase of goods or services;
information of a proprietary nature produced or collected by or for the Authority or members of its medical or teaching staffs;
financial statements not publicly available that may be filed with the Authority from third parties;
the for by the Authority to assist the Authority in connection with its strategic planning and goals;
theaid determination of marketing and operational strategies where disclosure of such strategies would be harmful to the competitive position of the Authority;
and information of a proprietary nature produced or collected by or for employees of the Authority, other than the Authority's financial or administrative records, in the conduct of or as a result of study or research on medical, scientific, technical, or or a private concern, when such information has not been publicly released, published, copyrighted, or patented.
This exclusion shall also apply when such information is in the possession of Virginia Commonwealth University.
S 15.
Information held by the Department of Environmental Quality, the State Water Control Board, the State Air Pollution Control Board, or the Virginia Waste Management Board relating to (i) active enforcement strategies, including proposed sanctions for enforcement actions.
Upon request, sucN (ii) information shall be disclosed after a proposed sanction resulting from the investigation has been proposed to the director of the agency.
This subdivision shall not be construed to prevent the Aisclosure of information related to inspection reports, notices of violation, and documents detailing the nature of any environmental contamination that may have occurred or similar documents.
T itinerary, including vehicle identification data or vehicle enforcement system information;
video ore, or travel photographic images;
Social Security or other identification numbers appearing on driver's licenses;
credit card or bank account data;
home addresses;
phone numbers;
or records of the date or time of toll facility use.
17.
Information held by the Virginia Lottery pertaining to (i) the social security number, tSx banking account and transit numbers of a retailer, and financial information regarding the nonlotteryy operations of specific retail locations and (ii) individual lottery winners, except that a winner's name, hometown, and amount won shall be disclosed.
If the value of the prize won by the winner exceeds $10 million, the information described in clause (ii) shall not be disclosed unless the winner consSnts in writing to such disclosure.
person regulated by the Board, where such person has tested negative or has not been the subject of a disciplinary action by the Board for a positive test result.
I 19.
Information pertaining to the planning, scheduling, and performance of examinations of hTlder records pursuant to the Virginia Disposition of Unclaimed Property Act (§ 55.1-2500 et seq.) prepared by or for the State Treasurer or his agents or employees or persons employed to perform an audit or exa20.
Information held by the Virginia Department of Emergency Management or a local governingT body relating to citizen emergency response teams established pursuant to an ordinance of a locEl governing body that reveal the name, address, including e-mail address, telephone or pager numbers, or operating schedule of an individual participant in the program.
21.
Information held by state or local park and recreation departments and local and regional park subdivision shall operate to prevent the disclosure of information defined as directory information under regulations implementing the federal Family Educational Rights and Privacy Act, 20 U.S.C.
§ 1232g, unless the public body has undertaken the parental notification and opt-out requirements provided by such regulations.
Access shall not be denied to the parent, including a noncustodial parent, orSguardian of such person, unless the parent's parental rights have been terminated or a court of competen1 the right of access may be asserted by the subject thereof.
Any parent or emancipated person who is the subject of the information may waive, in writing, the protections afforded by this subdivision.
If the protections are so waived, the public body shall open such information for inspection and copying.
22.
Information submitted for inclusion in the Statewide Alert Network administered by the Department of Emergency Management that reveal names, physical addresses, email addresses, computer or internet protocol information, telephone numbers, pager numbers, other wireless or portable SB1519S1 8 of 45 communications device information, or operating schedules of individuals or agencies, where the release of such information would compromise the security of the Statewide Alert Network or individuals participating in the Statewide Alert Network.
23.
Information held by the Judicial Inquiry and Review Commission made confidential by § 17.1-913.
24.
Information held by the Virginia Retirement System acting pursuant to § 51.1-124.30, a local retirement system acting pursuant to § 51.1-803 (hereinafter collectively referred to as the retirement system), or the Virginia College Savings Commonwealth Savers Plan, acting pursuant to § 23.1-704 relating to:
a.
Internal deliberations of or decisions by the retirement system or the Virginia College Savings Commonwealth Savers Plan on the pursuit of particular investment strategies, or the selection or termination of investment managers, prior to the execution of such investment strategies or the selection or termination of such managers, if disclosure of such information would have an adverse impact on the financial interest of the retirement system or the Virginia College Savings Commonwealth Savers Plan;
and b.
Trade secrets provided by a private entity to the retirement system or the Virginia College Savings Commonwealth Savers Plan if disclosure of such records would have an adverse impact on the financial interest of the retirement system or the Virginia College Savings Commonwealth Savers Plan.
For the records specified in subdivision b to be excluded from the provisions of this chapter, the entity shall make a written request to the retirement system or the Virginia College Savings Commonwealth Savers Plan:
(1) Invoking such exclusion prior to or upon submission of the data or other materials for which protection from disclosure is sought;
(2) Identifying with specificity the data or other materials for which protection is sought;
and (3) Stating the reasons why protection is necessary.
The retirement system or the Virginia College Savings Commonwealth Savers Plan shall determine whether the requested exclusion from disclosure meets the requirements set forth in subdivision b.
Nothing in this subdivision shall be construed to prevent the disclosure of the identity or amount of any investment held or the present value and performance of all asset classes and subclasses.
25.
Information held by the Department of Corrections made confidential by former § 53.1-233.
26.
Information maintained by the Department of the Treasury or participants in the Local Government Investment Pool (§ 2.2-4600 et seq.) and required to be provided by such participants to the Department to establish accounts in accordance with § 2.2-4602.
27.
Personal information, as defined in § 2.2-3801, contained in the Veterans Care Center Resident Trust Funds concerning residents or patients of the Department of Veterans Services Care Centers, except that access shall not be denied to the person who is the subject of the information.
28.
Information maintained in connection with fundraising activities by the Veterans Services Foundation pursuant to § 2.2-2716 that reveal the address, electronic mail address, facsimile or telephone number, social security number or other identification number appearing on a driver's license or other document issued under Chapter 3 (§ 46.2-300 et seq.) of Title 46.2 or the comparable law of another jurisdiction, or credit card or bank account data of identifiable donors, except that access shall not be denied to the person who is the subject of the information.
Nothing in this subdivision, however, shall be construed to prevent the disclosure of information relating to the amount, date, purpose, and terms of the pledge or donation or the identity of the donor, unless the donor has requested anonymity in connection with or as a condition of making a pledge or donation.
The exclusion provided by this subdivision shall not apply to protect from disclosure (i) the identities of sponsors providing grants to or contracting with the foundation for the performance of services or other work or (ii) the terms and conditions of such grants or contracts.
29.
Information prepared for and utilized by the Commonwealth's Attorneys' Services Council in the training of state prosecutors or law-enforcement personnel, where such information is not otherwise available to the public and the disclosure of such information would reveal confidential strategies, methods, or procedures to be employed in law-enforcement activities or materials created for the investigation and prosecution of a criminal case.
30.
Information provided to the Department of Aviation by other entities of the Commonwealth in connection with the operation of aircraft where the information would not be subject to disclosure by the entity providing the information.
The entity providing the information to the Department of Aviation shall identify the specific information to be protected and the applicable provision of this chapter that excludes the information from mandatory disclosure.
31.
Information created or maintained by or on the behalf of the judicial performance evaluation program related to an evaluation of any individual justice or judge made confidential by § 17.1-100.
32.
Information reflecting the substance of meetings in which (i) individual sexual assault cases are discussed by any sexual assault response team established pursuant to § 15.2-1627.4, (ii) individual child of 45 abuse response teams established pursuant to § 15.2-1627.5, or (iii) individual cases of abuse, neglect, or exploitation of adults as defined in § 63.2-1603 are discussed by multidisciplinary teams established pursuant to §§ 15.2-1627.5 and 63.2-1605.
The findings of any such team may be disclosed or published in statistical or other aggregated form that does not disclose the identity of specific individuals.
33.
Information contained in the strategic plan, marketing plan, or operational plan prepared by the companies, specific allocation of resources and staff for marketing activities, and specific marketing activities that would reveal to the Commonwealth's competitors for economic development projects the strategies intended to be deployed by the Commonwealth, thereby adversely affecting the financial interest of the Commonwealth.
The executive summaries of the strategic plan, marketing plan, and operational plan shall not be redacted or withheld pursuant to this subdivision.
Executive Board or other committees of the Commission for purposes set forth in subsection E ofthe § 54.1-3491.
35.
Information held by the Commonwealth of Virginia Innovation Partnership Authority (the S Authority), an advisory committee of the Authority, or any other entity designated by the Authority, relating to (i) internal deliberations of or decisions by the Authority on the pursuit of particular defined in the Uniform Trade Secrets Act (§ 59.1-336 et seq.), provided by a private entity to Nhe as Authority, if such disclosure of records pursuant to clause (i) or (ii) would have an adverse impact on the financial interest of the Authority or a private entity.
A 36.
Personal information provided to or obtained by the Virginia Lottery in connection with the voluntary exclusion program administered pursuant to § 58.1-4015.1.
T any person reporting prohibited conduct pursuant to § 58.1-4043.nia Lottery concerning the identity of § 2.2-3711.
Closed meetings authorized for certain limited purposes.
E A.
Public bodies may hold closed meetings only for the following purposes:
1.
Discussion, consideration, or interviews of prospective candidates for employment;
assignment, appointment, promotion, performance, demotion, salaries, disciplining, or resignation of specifSc public schools of public institutions of higher education where such evaluation will necessarily involvets or discussion of the performance of specific individuals.
Any teacher shall be permitted to be present during a closed meeting in which there is a discussion or consideration of a disciplinary matter that involves the teacher and some student and the student involved in the matter is present, providSd the teacher makes a written request to be present to the presiding officer of the appropriate board.
Nothing or an elected school board to discuss compensation matters that affect the membership of such body orody board collectively.
I 2.
Discussion or consideration of admission or disciplinary matters or any other matters thaT would involve the disclosure of information contained in a scholastic record concerning any student of any public institution of higher education in the Commonwealth or any state school system.
However, any be permitted to be present during the taking of testimony or presentation of evidence at a closedans shall meeting, if such student, parents, or guardians so request in writing and such request is submiEted to the presiding officer of the appropriate board.
3.
Discussion or consideration of the acquisition of real property for a public purpose, or of the disposition of publicly held real property, where discussion in an open meeting would adversely affect the4.
The protection of the privacy of individuals in personal matters not related to public business.
5.
Discussion concerning a prospective business or industry or the expansion of an existing business or industry where no previous announcement has been made of the business' or industry's interest in locating or expanding its facilities in the community.
S 6.
Discussion or consideration of the investment of public funds where competition or bargai1ing is adversely affected.
made public initially, the financial interest of the governmental unit woul1 be 7.
Consultation with legal counsel and briefings by staff members or consultants pertaining to actual or probable litigation, where such consultation or briefing in open meeting would adversely affect the negotiating or litigating posture of the public body.
For the purposes of this subdivision, "probable litigation" means litigation that has been specifically threatened or on which the public body or its legal counsel has a reasonable basis to believe will be commenced by or against a known party.
Nothing in SB1519S1 10 of 45 this subdivision shall be construed to permit the closure of a meeting merely because an attorney representing the public body is in attendance or is consulted on a matter.
8.
Consultation with legal counsel employed or retained by a public body regarding specific legal matters requiring the provision of legal advice by such counsel.
Nothing in this subdivision shall be construed to permit the closure of a meeting merely because an attorney representing the public body is in attendance or is consulted on a matter.
9.
Discussion or consideration by governing boards of public institutions of higher education of matters relating to gifts, bequests and fund-raising activities, and of grants and contracts for services or work to be performed by such institution.
However, the terms and conditions of any such gifts, bequests, grants, and contracts made by a foreign government, a foreign legal entity, or a foreign person and accepted by a public institution of higher education in the Commonwealth shall be subject to public disclosure upon written request to the appropriate board of visitors.
For the purpose of this subdivision, (i) "foreign government" means any government other than the United States government or the government of a state or a political subdivision thereof, (ii) "foreign legal entity" means any legal entity (a) created under the laws of the United States or of any state thereof if a majority of the ownership of the stock of such legal entity is owned by foreign governments or foreign persons or if a majority of the membership of any such entity is composed of foreign persons or foreign legal entities or (b) created under the laws of a foreign government, and (iii) "foreign person" means any individual who is not a citizen or national of the United States or a trust territory or protectorate thereof.
10.
Discussion or consideration by the boards of trustees of the Virginia Museum of Fine Arts, the Virginia Museum of Natural History, the Jamestown-Yorktown Foundation, the Fort Monroe Authority, and The Science Museum of Virginia of matters relating to specific gifts, bequests, and grants from private sources.
11.
Discussion or consideration of honorary degrees or special awards.
12.
Discussion or consideration of tests, examinations, or other information used, administered, or prepared by a public body and subject to the exclusion in subdivision 4 of § 2.2-3705.1.
13.
Discussion, consideration, or review by the appropriate House or Senate committees of possible disciplinary action against a member arising out of the possible inadequacy of the disclosure statement filed by the member, provided the member may request in writing that the committee meeting not be conducted in a closed meeting.
14.
Discussion of strategy with respect to the negotiation of a hazardous waste siting agreement or to consider the terms, conditions, and provisions of a hazardous waste siting agreement if the governing body in open meeting finds that an open meeting will have an adverse effect upon the negotiating position of the governing body or the establishment of the terms, conditions and provisions of the siting agreement, or both.
All discussions with the applicant or its representatives may be conducted in a closed meeting.
15.
Discussion by the Governor and any economic advisory board reviewing forecasts of economic activity and estimating general and nongeneral fund revenues.
16.
Discussion or consideration of medical and mental health records subject to the exclusion in subdivision 1 of § 2.2-3705.5.
17.
Deliberations of the Virginia Lottery Board in a licensing appeal action conducted pursuant to subsection D of § 58.1-4007 regarding the denial or revocation of a license of a lottery sales agent;
and discussion, consideration or review of Virginia Lottery matters related to proprietary lottery game information and studies or investigations excluded from disclosure under subdivision 6 of § 2.2-3705.3 and subdivision 11 of § 2.2-3705.7.
18.
Those portions of meetings in which the State Board of Local and Regional Jails discusses or discloses the identity of, or information tending to identify, any prisoner who (i) provides information about crimes or criminal activities, (ii) renders assistance in preventing the escape of another prisoner or in the apprehension of an escaped prisoner, or (iii) voluntarily or at the instance of a prison official renders other extraordinary services, the disclosure of which is likely to jeopardize the prisoner's life or safety.
19.
Discussion of plans to protect public safety as it relates to terrorist activity or specific cybersecurity threats or vulnerabilities and briefings by staff members, legal counsel, or law-enforcement or emergency service officials concerning actions taken to respond to such matters or a related threat to public safety;
discussion of information subject to the exclusion in subdivision 2 or 14 of § 2.2-3705.2, where discussion in an open meeting would jeopardize the safety of any person or the security of any facility, building, structure, information technology system, or software program;
or discussion of reports or plans related to the security of any governmental facility, building or structure, or the safety of persons using such facility, building or structure.
20.
Discussion by the Board of the Virginia Retirement System, acting pursuant to § 51.1-124.30, or of any local retirement system, acting pursuant to § 51.1-803, or by a local finance board or board of trustees of a trust established by one or more local public bodies to invest funds for postemployment of 45 15.2, or by the board of visitors of the University of Virginia, acting pursuant to § 23.1-2210, or by the Board of the Virginia College Savings Commonwealth Savers Plan, acting pursuant to § 23.1-706, regarding the acquisition, holding or disposition of a security or other ownership interest in an entity, where such security or ownership interest is not traded on a governmentally regulated securities exchange, to the extent that such discussion (i) concerns confidential analyses prepared for the board of board of trustees, or the Virginia College Savings Commonwealth Savers Plan or provided to theboard or retirement system, a local finance board or board of trustees, or the Virginia College Savings Commonwealth Savers Plan under a promise of confidentiality, of the future value of such ownership interest or the future financial performance of the entity, and (ii) would have an adverse effect on the value of the investment to be acquired, held, or disposed of by the retirement system, a local finance Savings Commonwealth Savers Plan.
Nothing in this subdivision shall be construed to prevent thea College disclosure of information relating to the identity of any investment held, the amount invested or the present value of such investment.
S 21.
Those portions of meetings in which individual child death cases are discussed by the State Child Fatality Review Team established pursuant to § 32.1-283.1, those portions of meetings in which E pursuant to § 32.1-283.2, those portions of meetings in which individual death cases are discusNed byhed family violence fatality review teams established pursuant to § 32.1-283.3, those portions of meetings in which individual adult death cases are discussed by the state Adult Fatality Review Team establAshed pursuant to § 32.1-283.5, those portions of meetings in which individual adult death cases are discussed by a local or regional adult fatality review team established pursuant to § 32.1-283.6, those pTrtions of pursuant to § 32.1-283.7, those portions of meetings in which individual maternal death cases arehed discussed by the Maternal Mortality Review Team pursuant to § 32.1-283.8, and those portions ofE meetings in which individual death cases of persons with developmental disabilities are discussed by the Developmental Disabilities Mortality Review Committee established pursuant to § 37.2-314.1.
22.
Those portions of meetings of the board of visitors of the University of Virginia or theSEastern persons to whom management responsibilities for the University of Virginia Medical Center or Eastern Virginia Medical School, as the case may be, have been delegated, in which there is discussed U proprietary, business-related information pertaining to the operations of the University of Virginia Medical Center or Eastern Virginia Medical School, as the case may be, including business develSpment or marketing strategies and activities with existing or future joint venturers, partners, or other parties may be, has formed, or forms, any arrangement for the delivery of health care, if disclosure of such information would adversely affect the competitive position of the Medical Center or Eastern Virginia Medical School, as the case may be.
T 23.
Discussion or consideration by the Virginia Commonwealth University Health System Authority or the board of visitors of Virginia Commonwealth University of any of the following:
the acquisition or goods or services, where disclosure would adversely affect the bargaining position or negotiatingrelated strategy of the Authority;
matters relating to gifts or bequests to, and fund-raising activitieE of, the Authority;
grants and contracts for services or work to be performed by the Authority;
marketing or operational strategies plans of the Authority where disclosure of such strategies or plans would adversely affect the competitive position of the Authority;
and members of the Authority's medical and teaching sta24.
Those portions of the meetings of the Health Practitioners' Monitoring Program Committee within the Department of Health Professions to the extent such discussions identify any practitioner who may be, or who actually is, impaired pursuant to Chapter 25.1 (§ 54.1-2515 et seq.) of Title 54.1.
25.
Meetings or portions of meetings of the Board of the Virginia College Savings CommonwealSh Savers Plan wherein personal information, as defined in § 2.2-3801, which has been provided to 1he for, or entered into prepaid tuition contracts or savings trust account agreements pursuant to Chapter 7 (§ 23.1-700 et seq.) of Title 23.1 is discussed.
S 26.
Discussion or consideration, by the former Wireless Carrier E-911 Cost Recovery Subcommittee created pursuant to former § 56-484.15, of trade secrets submitted by CMRS providers, as defined in § 56-484.12, related to the provision of wireless E-911 service.
27.
Those portions of disciplinary proceedings by any regulatory board within the Department of SB1519S1 12 of 45 Professional and Occupational Regulation, Department of Health Professions, or the Board of Accountancy conducted pursuant to § 2.2-4019 or 2.2-4020 during which the board deliberates to reach a decision or meetings of health regulatory boards or conference committees of such boards to consider settlement proposals in pending disciplinary actions or modifications to previously issued board orders as requested by either of the parties.
28.
Discussion or consideration of information subject to the exclusion in subdivision 11 of § 2.2-3705.6 by a responsible public entity or an affected locality or public entity, as those terms are defined in § 33.2-1800, or any independent review panel appointed to review information and advise the responsible public entity concerning such records.
29.
Discussion of the award of a public contract involving the expenditure of public funds, including interviews of bidders or offerors, and discussion of the terms or scope of such contract, where discussion in an open session would adversely affect the bargaining position or negotiating strategy of the public body.
30.
Discussion or consideration of grant or loan application information subject to the exclusion in subdivision 17 of § 2.2-3705.6 by the Commonwealth Health Research Board.
31.
Discussion or consideration by the Commitment Review Committee of information subject to the exclusion in subdivision 5 of § 2.2-3705.2 relating to individuals subject to commitment as sexually violent predators under Chapter 9 (§ 37.2-900 et seq.) of Title 37.2.
32.
Discussion or consideration of confidential proprietary information and trade secrets developed and held by a local public body providing certain telecommunication services or cable television services and subject to the exclusion in subdivision 18 of § 2.2-3705.6.
However, the exemption provided by this subdivision shall not apply to any authority created pursuant to the BVU Authority Act (§ 15.2-7200 et seq.).
33.
Discussion or consideration by a local authority created in accordance with the Virginia Wireless Service Authorities Act (§ 15.2-5431.1 et seq.) of confidential proprietary information and trade secrets subject to the exclusion in subdivision 19 of § 2.2-3705.6.
34.
Discussion or consideration by the State Board of Elections or local electoral boards of voting security matters made confidential pursuant to § 24.2-410.2 or 24.2-625.1.
35.
Discussion or consideration by the Forensic Science Board or the Scientific Advisory Committee created pursuant to Article 2 (§ 9.1-1109 et seq.) of Chapter 11 of Title 9.1 of criminal investigative files.
36.
Discussion or consideration by the Brown v.
Board of Education Scholarship Committee of information or confidential matters subject to the exclusion in subdivision A 3 of § 2.2-3705.4, and meetings of the Committee to deliberate concerning the annual maximum scholarship award, review and consider scholarship applications and requests for scholarship award renewal, and cancel, rescind, or recover scholarship awards.
37.
Discussion or consideration by the Virginia Port Authority of information subject to the exclusion in subdivision 1 of § 2.2-3705.6 related to certain proprietary information gathered by or for the Virginia Port Authority.
38.
Discussion or consideration by the Board of Trustees of the Virginia Retirement System acting pursuant to § 51.1-124.30, by the Investment Advisory Committee appointed pursuant to § 51.1-124.26, by any local retirement system, acting pursuant to § 51.1-803, by the Board of the Virginia College Savings Commonwealth Savers Plan acting pursuant to § 23.1-706, or by the Virginia College Savings Commonwealth Savers Plan's Investment Advisory Committee appointed pursuant to § 23.1-702 of information subject to the exclusion in subdivision 24 of § 2.2-3705.7.
39.
Discussion or consideration of information subject to the exclusion in subdivision 3 of § 2.2-3705.6 related to economic development.
40.
Discussion or consideration by the Board of Education of information relating to the denial, suspension, or revocation of teacher licenses subject to the exclusion in subdivision 11 of § 2.2-3705.3.
41.
Those portions of meetings of the Virginia Military Advisory Council or any commission created by executive order for the purpose of studying and making recommendations regarding preventing closure or realignment of federal military and national security installations and facilities located in Virginia and relocation of such facilities to Virginia, or a local or regional military affairs organization appointed by a local governing body, during which there is discussion of information subject to the exclusion in subdivision 8 of § 2.2-3705.2.
42.
Discussion or consideration by the Board of Trustees of the Veterans Services Foundation of information subject to the exclusion in subdivision 28 of § 2.2-3705.7 related to personally identifiable information of donors.
43.
Discussion or consideration by the Virginia Tobacco Region Revitalization Commission of information subject to the exclusion in subdivision 23 of § 2.2-3705.6 related to certain information contained in grant applications.
44.
Discussion or consideration by the board of directors of the Commercial Space Flight Authority of 45 charges for the use of projects of, the sale of products of, or services rendered by the Authority andr certain proprietary information of a private entity provided to the Authority.
45.
Discussion or consideration of personal and proprietary information related to the resource management plan program and subject to the exclusion in (i) subdivision 25 of § 2.2-3705.6 or (ii) subsection E of § 10.1-104.7.
This exclusion shall not apply to the discussion or consideration of records information or transformed into a statistical or aggregate form that does not allow identification of the person who supplied, or is the subject of, the information.
46.
Discussion or consideration by the Board of Directors of the Virginia Alcoholic Beverage Control Authority of information subject to the exclusion in subdivision 1 of § 2.2-3705.3 related to investigations of applicants for licenses and permits and of licensees and permittees.
exclusion in subdivision 28 of § 2.2-3705.6 for a grant, loan, or investment pursuant to Article 11 (§ 2.2-2351 et seq.) of Chapter 22.
48.
Discussion or development of grant proposals by a regional council established pursuant to Article 26 (§ 2.2-2484 et seq.) of Chapter 24 to be submitted for consideration to the Virginia Growth and Opportunity Board.
E team established pursuant to § 15.2-1627.4, (ii) individual child abuse or neglect cases or sexNoffenses involving a child by a child sexual abuse response team established pursuant to § 15.2-1627.5, or (iii) individual cases involving abuse, neglect, or exploitation of adults as defined in § 63.2-1603 Aursuant to §§ 15.2-1627.5 and 63.2-1605.
50.
Discussion or consideration by the Board of the Virginia Economic Development PartnershiT portions of the strategic plan, marketing plan, or operational plan exempt from disclosure pursuant to subdivision 33 of § 2.2-3705.7.
E 51.
Those portions of meetings of the subcommittee of the Board of the Virginia Economic Development Partnership Authority established pursuant to subsection F of § 2.2-2237.3 to review and discuss information received from the Virginia Employment Commission pursuant to subdivision C S of § 652.
Discussion or consideration by the Commonwealth of Virginia Innovation Partnership Authority (the Authority), an advisory committee of the Authority, or any other entity designated by the Authority, of information subject to the exclusion in subdivision 35 of § 2.2-3705.7.
B 53.
Deliberations of the Virginia Lottery Board conducted pursuant to § 58.1-4105 regarding She denial or revocation of a license of a casino gaming operator, or the refusal to issue, suspension of, or matters related to investigations excluded from mandatory disclosure under subdivision 1 of, orTreview of § 2.2-3705.3.
I 54.
Deliberations of the Virginia Lottery Board in an appeal conducted pursuant to § 58.1-40T7 regarding the denial of, revocation of, suspension of, or refusal to renew any license or permit related to sports betting and any discussion, consideration, or review of matters related to investigations excluded froB.
No resolution, ordinance, rule, contract, regulation or motion adopted, passed or agreed to in a closed meeting shall become effective unless the public body, following the meeting, reconvenesEin open meeting and takes a vote of the membership on such resolution, ordinance, rule, contract, regulation, or motion that shall have its substance reasonably identified in the open meeting.
C.
Public officers improperly selected due to the failure of the public body to comply with the other obtain notice of the legal defect in their election.s and, as such, their official actions are valid until they D.
Nothing in this section shall be construed to prevent the holding of conferences between two or more public bodies, or their representatives, but these conferences shall be subject to the same procedures for holding closed meetings as are applicable to any other public body.
S E.
This section shall not be construed to (i) require the disclosure of any contract between1the (§ 54.1-2515 et seq.) of Title 54.1 or (ii) require the board of directors of any authority created pursuant to the Industrial Development and Revenue Bond Act (§ 15.2-4900 et seq.), or any public body S empowered to issue industrial revenue bonds by general or special law, to identify a business or industry to which subdivision A 5 applies.
However, such business or industry shall be identified as a matter of public record at least 30 days prior to the actual date of the board's authorization of the sale or issuance of such bonds.
SB1519S1 14 of 45 § 2.2-4006.
Exemptions from requirements of this article.
A.
The following agency actions otherwise subject to this chapter and § 2.2-4103 of the Virginia Register Act shall be exempted from the operation of this article:
1.
Agency orders or regulations fixing rates or prices.
2.
Regulations that establish or prescribe agency organization, internal practice or procedures, including delegations of authority.
3.
Regulations that consist only of changes in style or form or corrections of technical errors.
Each promulgating agency shall review all references to sections of the Code of Virginia within their regulations each time a new supplement or replacement volume to the Code of Virginia is published to ensure the accuracy of each section or section subdivision identification listed.
4.
Regulations that are:
a.
Necessary to conform to changes in Virginia statutory law or the appropriation act where no agency discretion is involved.
However, such regulations shall be filed with the Registrar within 90 days of the law's effective date;
b.
Required by order of any state or federal court of competent jurisdiction where no agency discretion is involved;
or c.
Necessary to meet the requirements of federal law or regulations, provided such regulations do not differ materially from those required by federal law or regulation, and the Registrar has so determined in writing.
Notice of the proposed adoption of these regulations and the Registrar's determination shall be published in the Virginia Register not less than 30 days prior to the effective date of the regulation.
5.
Regulations of the Board of Agriculture and Consumer Services adopted pursuant to subsection B of § 3.2-3929 or clause (v) or (vi) of subsection C of § 3.2-3931 after having been considered at two or more Board meetings and one public hearing.
6.
Regulations of (i) the regulatory boards served by the Department of Labor and Industry pursuant to Title 40.1 and the Department of Professional and Occupational Regulation or the Department of Health Professions pursuant to Title 54.1 and (ii) the Board of Accountancy that are limited to reducing fees charged to regulants and applicants.
7.
The development and issuance of procedural policy relating to risk-based mine inspections by the Department of Energy authorized pursuant to §§ 45.2-560 and 45.2-1149.
8.
General permits issued by the (a) State Air Pollution Control Board pursuant to Chapter 13 (§ 10.1-1300 et seq.) of Title 10.1 or (b) State Water Control Board pursuant to the State Water Control Law (§ 62.1-44.2 et seq.), Chapter 24 (§ 62.1-242 et seq.) of Title 62.1 and Chapter 25 (§ 62.1-254 et seq.) of Title 62.1, (c) Virginia Soil and Water Conservation Board pursuant to the Dam Safety Act (§ 10.1-604 et seq.), and (d) the development and issuance of general wetlands permits by the Marine Resources Commission pursuant to subsection B of § 28.2-1307, if the respective Board or Commission (i) provides a Notice of Intended Regulatory Action in conformance with the provisions of § 2.2-4007.01, (ii) following the passage of 30 days from the publication of the Notice of Intended Regulatory Action forms a technical advisory committee composed of relevant stakeholders, including potentially affected citizens groups, to assist in the development of the general permit, (iii) provides notice and receives oral and written comment as provided in § 2.2-4007.03, and (iv) conducts at least one public hearing on the proposed general permit.
9.
The development and issuance by the Board of Education of guidelines on constitutional rights and restrictions relating to the recitation of the pledge of allegiance to the American flag in public schools pursuant to § 22.1-202.
10.
Regulations of the Board of the Virginia College Savings Commonwealth Savers Plan adopted pursuant to § 23.1-704.
11.
Regulations of the Marine Resources Commission.
12.
Regulations adopted by the Board of Housing and Community Development pursuant to (i) Statewide Fire Prevention Code (§ 27-94 et seq.), (ii) the Industrialized Building Safety Law (§ 36-70 et seq.), (iii) the Uniform Statewide Building Code (§ 36-97 et seq.), and (iv) § 36-98.3, provided the Board (a) provides a Notice of Intended Regulatory Action in conformance with the provisions of § 2.2-4007.01, (b) publishes the proposed regulation and provides an opportunity for oral and written comments as provided in § 2.2-4007.03, and (c) conducts at least one public hearing as provided in §§ 2.2-4009 and 36-100 prior to the publishing of the proposed regulations.
Notwithstanding the provisions of this subdivision, any regulations promulgated by the Board shall remain subject to the provisions of § 2.2-4007.06 concerning public petitions, and §§ 2.2-4013 and 2.2-4014 concerning review by the Governor and General Assembly.
13.
Amendments to regulations of the Board to schedule a substance pursuant to subsection D or E of § 54.1-3443.
14.
Waste load allocations adopted, amended, or repealed by the State Water Control Board pursuant to the State Water Control Law (§ 62.1-44.2 et seq.), including but not limited to Article 4.01 (§ 62.1-44.19:4 et seq.) of the State Water Control Law, if the Board (i) provides public notice in the of 45 forms an advisory group composed of relevant stakeholders;
(iii) receives and provides summaryment period, response to written comments;
and (iv) conducts at least one public meeting.
Notwithstanding the provisions of this subdivision, any such waste load allocations adopted, amended, or repealed by the Board shall be subject to the provisions of §§ 2.2-4013 and 2.2-4014 concerning review by the Governor and General Assembly.
regulations that adopt, amend, adjust, or repeal Virginia fee schedules for medical services, provided the Workers' Compensation Commission (i) utilizes a regulatory advisory panel constituted as provided in subdivision F 2 of § 65.2-605 to assist in the development of such regulations and (ii) provides an opportunity for public comment on the regulations prior to adoption.
16.
Amendments to the State Health Services Plan adopted by the Board of Health following receipt provides a Notice of Intended Regulatory Action in accordance with the requirements of § 2.2-4007.01,) (ii) provides notice and receives comments as provided in § 2.2-4007.03, and (iii) conducts at least one public hearing on the proposed amendments.
S B.
Whenever regulations are adopted under this section, the agency shall state as part thereof that it will receive, consider and respond to petitions by any interested person at any time with respect to accordance with the provisions of § 2.2-4015, except in the case of emergency regulations, whicN shall become effective as provided in subsection B of § 2.2-4012.
C.
A regulation for which an exemption is claimed under this section or § 2.2-4002 or 2.2-40A1 and that is placed before a board or commission for consideration shall be provided at least two days in advance of the board or commission meeting to members of the public that request a copy of thatT reg§ 2.2-4343.
Exemption from operation of chapter for certain transactions.attending such meeting.
A.
The provisions of this chapter shall not apply to:
E 1.
The Virginia Port Authority in the exercise of any of its powers in accordance with Chapter 10 (§ 62.1-128 et seq.) of Title 62.1, provided the Authority implements, by policy or regulation adopted by the Board of Commissioners, procedures to ensure fairness and competitiveness in the procuremenS of applicable only so long as such policies and procedures meeting the requirements remain in effect.e 2.
The Virginia Retirement System for selection of services related to the management, purchase or sale of authorized investments, actuarial services, and disability determination services.
Selection of these services shall be governed by the standard set forth in § 51.1-124.30.
S 3.
The State Treasurer in the selection of investment management services related to the external competitive guidelines and policies that are set by the Commonwealth Treasury Board and approved by to the Department of General Services.
I 4.
The Department of Social Services or local departments of social services for the acquisiTion of motor vehicles for sale or transfer to Temporary Assistance to Needy Families (TANF) recipients.
5.
The College of William and Mary in Virginia, Virginia Commonwealth University, the University the management and investment of their endowment funds, endowment income, gifts, all otherervicTs related to nongeneral fund reserves and balances, or local funds of or held by the respective public instiEution of higher education pursuant to § 23.1-2210, 23.1-2306, 23.1-2604, or 23.1-2803.
However, selection of these services shall be governed by the Uniform Prudent Management of Institutional Funds Act (§ 64.2-1100 et seq.) as required by §§ 23.1-2210, 23.1-2306, 23.1-2604, and 23.1-2803.
services related to the operation and administration of the Plan, including, but not limited to, contracts or agreements for the management, purchase, or sale of authorized investments or actuarial, record keeping, or consulting services.
However, such selection shall be governed by the standard set forth in § 23.1-706.
S 7.
Public institutions of higher education for the purchase of items for resale at retail bo1kstores and competition where practicable.d by such institutions.
However, such purchase procedures shall p1ovide for 8.
The purchase of goods and services by agencies of the legislative branch that may be specifically exempted therefrom by the Chairman of the Committee on Rules of either the House of Delegates or the Senate.
Nor shall the contract review provisions of § 2.2-2012 apply to such procurements.
The exemption shall be in writing and kept on file with the agency's disbursement records.
9.
Any town with a population of less than 3,500, except as stipulated in the provisions of SB1519S1 16 of 45 §§ 2.2-4305, 2.2-4311, 2.2-4315, 2.2-4330, 2.2-4333 through 2.2-4338, 2.2-4343.1, and 2.2-4367 through 2.2-4377 and Chapter 43.1 (§ 2.2-4378 et seq.).
10.
Any county, city or town whose governing body has adopted, by ordinance or resolution, alternative policies and procedures which are (i) based on competitive principles and (ii) generally applicable to procurement of goods and services by such governing body and its agencies, except as stipulated in subdivision 12.
This exemption shall be applicable only so long as such policies and procedures, or other policies and procedures meeting the requirements of § 2.2-4300, remain in effect in such county, city or town.
Such policies and standards may provide for incentive contracting that offers a contractor whose bid is accepted the opportunity to share in any cost savings realized by the locality when project costs are reduced by such contractor, without affecting project quality, during construction of the project.
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View plain text versions (3)
- SB1519S2 View text Current pdf February 06, 2023
- Committee Substitute Committee substitute printed 23106338D-S1 pdf February 02, 2023
- Presented and ordered printed 23104313D View text pdf January 20, 2023
Action History
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Failed to pass in Senate
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No further action taken
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Passed by for the day
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Passed by for the day
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Engrossed by Senate - committee substitute SB1519S1
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Committee substitute agreed to 23106338D-S1
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Reading of substitute waived
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Read second time
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Passed by for the day
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Floor substitute printed 23106360D-S2 (Surovell)
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Constitutional reading dispensed (38-Y 0-N)
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Senate committee, floor amendments and substitutes offered
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Senate committee, floor amendments and substitutes offered
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Senate committee, floor amendments and substitutes offered
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Committee substitute printed 23106338D-S1
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Reported from Finance and Appropriations with substitute (11-Y 4-N)
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Rereferred to Finance and Appropriations
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Reported from Education and Health (12-Y 2-N 1-A)
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Impact statement from DPB (SB1519)
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Assigned Education sub: Higher Education
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Referred to Committee on Education and Health
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Presented and ordered printed 23104313D
Sponsors
- George L. Barker · Primary
Sponsorship breakdown
Export CSV (upgrade) →1 sponsors · 0 co-sponsors · 147 not signed on
Sponsors (1)
Co-sponsors (0)
None.
Not signed on (147)
147 members have not signed on to this bill.
Show all 147 →"Not signed on" means a member has not sponsored or co-sponsored this bill — it does not imply opposition. Members flagged Voted No have a recorded No vote on this bill.
Votes
Roll call published as PDF — view source.
Roll call published as PDF — view source.
Roll call published as PDF — view source.
Subjects
Frequently asked questions
- Who sponsors SB 1519?
- SB 1519 is sponsored by Barker, George L..
- What is the current status of SB 1519?
- This bill died with 2023 Regular Session. It reached “In Committee” and never advanced before the session ended, so it can no longer move — a new version would have to be reintroduced in the current session.
- Where can I track SB 1519?
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