SB40-ASA1,52,33 a. A standardized reporting format.
SB40-ASA1,52,54 b. A requirement that both proposed and ongoing information technology
5development projects be included.
SB40-ASA1,52,96 2. The department shall submit for review by the joint legislative audit
7committee and for approval by the joint committee on information policy and
8technology any proposed policies required under subd. 1. and any proposed revisions
9to the policies.
SB40-ASA1, s. 128m 10Section 128m. 16.971 (6) of the statutes is amended to read:
SB40-ASA1,52,1311 16.971 (6) Notwithstanding sub. (2), the revisor of statutes legislative
12reference bureau
shall approve the specifications for preparation and schedule for
13delivery of computer databases containing the Wisconsin statutes.
SB40-ASA1, s. 128t 14Section 128t. 16.973 (10) to (14) of the statutes are created to read:
SB40-ASA1,52,1915 16.973 (10) In consultation with the legislative audit bureau and the joint
16legislative audit committee, promulgate administrative rules applicable to each
17executive branch agency, other than the Board of Regents of the University of
18Wisconsin System, pertaining to large, high-risk information technology projects
19that shall include:
SB40-ASA1,52,2120 (a) A definition of and methodology for identifying large, high-risk information
21technology projects.
SB40-ASA1,52,2322 (b) Standardized, quantifiable project performance measures for evaluating
23large, high-risk information technology projects.
SB40-ASA1,52,2524 (c) Policies and procedures for routine monitoring of large, high-risk
25information technology projects.
SB40-ASA1,53,2
1(d) A formal process for modifying information technology project specifications
2when necessary to address changes in program requirements.
SB40-ASA1,53,43 (e) Requirements for reporting changes in estimates of cost or completion date
4to the department and the joint committee on information policy and technology.
SB40-ASA1,53,65 (f) Methods for discontinuing projects or modifying projects that are failing to
6meet performance measures in such a way to correct the performance problems.
SB40-ASA1,53,97 (g) Policies and procedures for the use of master leases under s. 16.76 (4) to
8finance new large, high-risk information technology system costs and maintain
9current large, high-risk information technology systems.
SB40-ASA1,53,1310 (h) A standardized progress point in the execution of large, high-risk
11information technology projects at which time the estimated costs and date of
12completion of the project is reported to the department and the joint committee on
13information policy and technology.
SB40-ASA1,53,17 14(11) Promulgate administrative rules applicable to each executive branch
15agency, other than the Board of Regents of the University of Wisconsin System,
16pertaining to the use of commercially available information technology products,
17which shall include all of the following:
SB40-ASA1,53,2118 (a) A requirement that each executive branch agency review commercially
19available information technology products prior to initiating work on a customized
20information technology development project to determine whether any commercially
21available product could meet the information technology needs of the agency.
SB40-ASA1,53,2522 (b) Procedures and criteria to determine when a commercially available
23information technology product must be used and when an executive branch agency
24may consider the modification or creation of a customized information technology
25product.
SB40-ASA1,54,4
1(c) A requirement that each executive branch agency submit for approval by
2the department and prior to initiating work on a customized information technology
3product a justification for the modification or creation by the agency of a customized
4information technology product.
SB40-ASA1,54,6 5(12) (a) In this subsection, "master lease" has the meaning given under s. 16.76
6(4).
SB40-ASA1,54,127 (b) Annually, no later than October 1, submit to the governor and the members
8of the joint committee on information policy and technology a report documenting the
9use by each executive branch agency, other than the Board of Regents of the
10University of Wisconsin System, of master leases to fund information technology
11projects in the previous fiscal year. The report shall contain all of the following
12information:
SB40-ASA1,54,1413 1. The total amount paid under master leases towards information technology
14projects in the previous fiscal year.
SB40-ASA1,54,1615 2. The master lease payment amounts approved to be applied to information
16technology projects in future years.
SB40-ASA1,54,1917 3. The total amount paid by each executive branch agency on each information
18technology project for which debt is outstanding, as compared to the total financing
19amount originally approved for that information technology project.
SB40-ASA1,54,2120 4. A summary of repayments made towards any master lease in the previous
21fiscal year.
SB40-ASA1,55,9 22(13) (a) Except as provided in par. (b), include in each contract with a vendor
23of information technology that involves a large, high-risk information technology
24project under sub. (10) or that has a projected cost greater than $1,000,000, and
25require each executive branch agency authorized under s. 16.71 (1m) to enter into

1a contract for materials, supplies, equipment, or contractual services relating to
2information technology to include in each contract with a vendor of information
3technology that involves a large, high-risk information technology project under
4sub. (10) or that has a projected cost greater than $1,000,000 a stipulation requiring
5the vendor to submit to the department for approval any order or amendment that
6would change the scope of the contract and have the effect of increasing the contract
7price. The stipulation shall authorize the department to review the original contract
8and the order or amendment to determine all of the following and, if necessary, to
9negotiate with the vendor regarding any change to the original contract price:
SB40-ASA1,55,1110 1. Whether the work proposed in the order or amendment is within the scope
11of the original contract.
SB40-ASA1,55,1212 2. Whether the work proposed in the order or amendment is necessary.
SB40-ASA1,55,1513 (b) The department or an executive branch agency may exclude from a contract
14described in par. (a) the stipulation required under par. (a) if all of the following
15conditions are satisfied:
SB40-ASA1,55,1716 1. Including such a stipulation would negatively impact contract negotiations
17or significantly reduce the number of bidders on the contract.
SB40-ASA1,55,2218 2. If the exclusion is sought by an executive branch agency, that agency submits
19to the department a plain-language explanation of the reasons the stipulation was
20excluded and the alternative provisions the executive branch agency will include in
21the contract to ensure that the contract will be completed on time and within the
22contract budget.
SB40-ASA1,56,223 3. If the exclusion is sought by the department, the department prepares a
24plain-language explanation of the reasons the stipulation was excluded and the

1alternative provisions the department will include in the contract to ensure that the
2contract will be completed on time and within the contract budget.
SB40-ASA1,56,93 4. The department submits for approval by the joint committee on information
4policy and technology any explanation and alternative contract provisions required
5under subd. 2. or 3. If, within 14 working days after the date that the department
6submits any explanation and alternative contract provisions required under this
7subdivision, the joint committee on information policy and technology does not
8contact the department, the explanation and alternative contract provisions shall be
9deemed approved.
SB40-ASA1,56,15 10(14) (a) Require each executive branch agency, other than the Board of Regents
11of the University of Wisconsin system, that has entered into an open-ended contract
12for the development of information technology to submit to the department quarterly
13reports documenting the amount expended on the information technology
14development project. In this subsection, "open-ended contract" means a contract for
15information technology that includes one or both of the following:
SB40-ASA1,56,1716 1. Stipulations that provide that the contract vendor will deliver information
17technology products or services but that do not specify a maximum payment amount.
SB40-ASA1,56,2018 2. Stipulations that provide that the contract vendor shall be paid an hourly
19wage but that do not set a maximum limit on the number of hours required to
20complete the information technology project.
SB40-ASA1,56,2221 (b) Compile and annually submit to the joint committee on information
22technology the reports required under par. (a).
SB40-ASA1, s. 79 23Section 79. 16.997 (6) of the statutes is repealed.
SB40-ASA1, s. 80 24Section 80. 17.13 (intro.) of the statutes is amended to read:
SB40-ASA1,57,4
117.13 Removal of village, town, town sanitary district, school district,
2and technical college and family care district officers. (intro.) Officers of
3towns, town sanitary districts, villages, school districts, and technical college
4districts and family care districts may be removed as follows:
SB40-ASA1, s. 81 5Section 81. 17.13 (4) of the statutes is repealed.
SB40-ASA1, s. 82 6Section 82. 17.15 (5) of the statutes is amended to read:
SB40-ASA1,57,97 17.15 (5) Family Long-term care district. Any member of a family long-term
8care district governing board appointed under s. 46.2895 (3) (a) 2. may be removed
9by the appointing authority for cause.
SB40-ASA1, s. 83 10Section 83. 17.27 (3m) of the statutes is amended to read:
SB40-ASA1,57,1411 17.27 (3m) Family Long-term care district board. If a vacancy occurs in the
12position of any appointed member of a family long-term care district board, the
13appointing authority shall appoint to serve for the residue of the unexpired term a
14person who meets the applicable requirements under s. 46.2895 (3) (b).
SB40-ASA1, s. 84 15Section 84. 18.01 (1) of the statutes is renumbered 18.01 (1m).
SB40-ASA1, s. 85 16Section 85. 18.01 (1e) of the statutes is created to read:
SB40-ASA1,57,1817 18.01 (1e) "Aggregate expected debt service and net exchange payments"
18means the sum of the following:
SB40-ASA1,57,2019 (a) The aggregate net payments expected to be made and received under a
20specified interest exchange agreement under s. 18.06 (8) (a).
SB40-ASA1,57,2221 (b) The aggregate debt service expected to be made on bonds related to that
22agreement.
SB40-ASA1,57,2523 (c) The aggregate net payments expected to be made and received under all
24other interest exchange agreements under s. 18.06 (8) (a) relating to those bonds that
25are in force at the time of executing the agreement.
SB40-ASA1, s. 86
1Section 86. 18.01 (4) (intro.) of the statutes is amended to read:
SB40-ASA1,58,42 18.01 (4) (intro.) "Public debt" or "debt" means every voluntary, unconditional
3undertaking by the state, other than an operating note or an interest exchange
4agreement
, to repay a sum certain:
SB40-ASA1, s. 87 5Section 87. 18.06 (8) (a) of the statutes is renumbered 18.06 (8) (a) (intro.) and
6amended to read:
SB40-ASA1,58,147 18.06 (8) (a) (intro.) The Subject to pars. (am) and (ar), at the time of, or in
8anticipation of, contracting public debt and at any time thereafter while the public
9debt is outstanding, the
commission may enter into agreements and ancillary
10arrangements for relating to the public debt, including liquidity facilities,
11remarketing or dealer agreements, letter of credit agreements, insurance policies,
12guaranty agreements, reimbursement agreements, indexing agreements , or interest
13exchange agreements. The commission shall determine all of the following, if
14applicable, with respect to any such agreement or ancillary arrangement:
SB40-ASA1, s. 88 15Section 88. 18.06 (8) (a) 1. of the statutes is created to read:
SB40-ASA1,58,1816 18.06 (8) (a) 1. For any payment to be received with respect to the agreement
17or ancillary arrangement, whether the payment will be deposited into the bond
18security and redemption fund or the capital improvement fund.
SB40-ASA1, s. 89 19Section 89. 18.06 (8) (a) 2. of the statutes is created to read:
SB40-ASA1,58,2320 18.06 (8) (a) 2. For any payment to be made with respect to the agreement or
21ancillary arrangement, whether the payment will be made from the bond security
22and redemption fund or the capital improvement fund and the timing of any transfer
23of funds.
SB40-ASA1, s. 90 24Section 90. 18.06 (8) (am) of the statutes is created to read:
SB40-ASA1,59,2
118.06 (8) (am) With respect to any interest exchange agreement or agreements
2specified in par. (a), all of the following shall apply:
SB40-ASA1,59,53 1. The commission shall contract with an independent financial consulting firm
4to determine if the terms and conditions of the agreement reflect a fair market value,
5as of the proposed date of the execution of the agreement.
SB40-ASA1,59,96 2. The interest exchange agreement must identify by maturity, bond issue, or
7bond purpose the debt or obligation to which the agreement is related. The
8determination of the commission included in an interest exchange agreement that
9such agreement relates to a debt or obligation shall be conclusive.
SB40-ASA1,59,1410 3. The resolution authorizing the commission to enter into any interest
11exchange agreement shall require that the terms and conditions of the agreement
12reflect a fair market value as of the date of execution of the agreement, as reflected
13by the determination of the independent financial consulting firm under subd. 1.,
14and shall establish guidelines for any such agreement, including the following:
SB40-ASA1,59,1515 a. The conditions under which the commission may enter into the agreements.
SB40-ASA1,59,1616 b. The form and content of the agreements.
SB40-ASA1,59,1717 c. The aspects of risk exposure associated with the agreements.
SB40-ASA1,59,1818 d. The standards and procedures for counterparty selection.
SB40-ASA1,59,2019 e. The standards for the procurement of, and the setting aside of reserves, if
20any, in connection with, the agreements.
SB40-ASA1,59,2221 f. The provisions, if any, for collateralization or other requirements for securing
22any counterparty's obligations under the agreements.
SB40-ASA1,59,2423 g. A system for financial monitoring and periodic assessment of the
24agreements.
SB40-ASA1, s. 91 25Section 91. 18.06 (8) (ar) of the statutes is created to read:
SB40-ASA1,60,3
118.06 (8) (ar) 1. Subject to subd. 2., the terms and conditions of an interest
2exchange agreement under par. (a) shall not be structured so that, as of the trade date
3of the agreement, both of the following are reasonably expected to occur:
SB40-ASA1,60,84 a. The aggregate expected debt service and net exchange payments relating to
5the agreement during the fiscal year in which the trade date occurs will be less than
6the aggregate expected debt service and net exchange payments relating to the
7agreement that would be payable during that fiscal year if the agreement is not
8executed.
SB40-ASA1,60,129 b. The aggregate expected debt service and net exchange payments relating to
10the agreement in subsequent fiscal years will be greater than the aggregate expected
11debt service and net exchange payments relating to the agreement that would be
12payable in those fiscal years if the agreement is not executed.
SB40-ASA1,60,1313 2. Subd. 1. shall not apply if either of the follow occurs:
SB40-ASA1,60,1714 a. The commission receives a determination by the independent financial
15consulting firm under par. (am) 1. that the terms and conditions of the agreement
16reflect payments by the state that represent on-market rates as of the trade date for
17the particular type of agreement.
SB40-ASA1,60,2218 b. The commission provides written notice to the joint committee on finance of
19its intention to enter into an agreement that is reasonably expected to satisfy subd.
201., and the joint committee on finance either approves or disapproves, in writing, the
21commission's entering into the agreement within 14 days of receiving the written
22notice from the commission.
SB40-ASA1,60,2523 3. This paragraph shall not limit the liability of the state under an agreement
24if actual contracted net exchange payments in any fiscal year are less than or exceed
25original expectations.
SB40-ASA1, s. 92
1Section 92. 18.06 (8) (b) of the statutes is amended to read:
SB40-ASA1,61,42 18.06 (8) (b) The commission may delegate to other persons the authority and
3responsibility to take actions necessary and appropriate to implement agreements
4and ancillary arrangements under par. pars. (a) and (am).
SB40-ASA1, s. 93 5Section 93. 18.06 (8) (d) of the statutes is created to read:
SB40-ASA1,61,106 18.06 (8) (d) Semiannually, during any year in which the state is a party to an
7agreement entered into pursuant to par. (a) (intro.), the department of
8administration shall submit a report to the commission and to the cochairpersons of
9the joint committee on finance listing all such agreements. The report shall include
10all of the following:
SB40-ASA1,61,1211 1. A description of each agreement, including a summary of its terms and
12conditions, rates, maturity, and the estimated market value of each agreement.
SB40-ASA1,61,1413 2. An accounting of amounts that were required to be paid and received on each
14agreement.
SB40-ASA1,61,1615 3. Any credit enhancement, liquidity facility, or reserves, including an
16accounting of the costs and expenses incurred by the state.
SB40-ASA1,61,1717 4. A description of the counterparty to each agreement.
SB40-ASA1,61,1918 5. A description of the counterparty risk, the termination risk, and other risks
19associated with each agreement.
SB40-ASA1, s. 94 20Section 94. 18.08 (1) (a) of the statutes is renumbered 18.08 (1) (a) (intro.) and
21amended to read:
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