Amendment SSA1-SB21

SB21-SSA1,41,5 16.641 (2) (i) Before December 31 of each year, beginning in 2015, ensure that the account balance limitation under sub. (3) (bm) is increased for the subsequent year. The annual increase shall be equal to a percentage that is not less than the most recently published national average tuition and fees percentage increase at private, nonprofit 4-year institutions, as determined by the College Board, or such other nationally reputable entity, and shall be subject to the requirements under 26 USC 529 that pertain to the prohibition on excess contributions.

SB21-SSA1,316de Section 316de. 16.641 (3) (bm) of the statutes is created to read:

SB21-SSA1,41,13 16.641 (3) (bm) Beginning on August 1, 2015, no contribution may be made to an account if the contribution would cause the account balance of a beneficiary's account, or the combined balance of all accounts of a beneficiary, to exceed $425,000. This contribution limitation applies to all accounts that are established on and after that date, and to all accounts that are in existence on that date that have not yet reached the balance limit specified in this paragraph, subject to the annual increase described in sub. (2) (i).

SB21-SSA1,316e Section 316e. 16.643 of the statutes is created to read:

SB21-SSA1,41,16 16.643 Support accounts for individuals with disabilities. (1) Definitions. In this section:

SB21-SSA1,41,18 (a) "Account owner" means an individual who establishes, and owns, an account under this section and who is one of the following:

SB21-SSA1,41,19 1. The beneficiary of the account.

SB21-SSA1,41,21 2. If the beneficiary is a minor or otherwise incapable of handling his or her financial affairs, the parent or guardian of the beneficiary.

SB21-SSA1,41,23 (b) "Beneficiary" means an eligible individual for whom an account is established under this section.

SB21-SSA1,41,24 (c) "Eligible individual" has the meaning given in 26 USC 529A.

SB21-SSA1,42,3 (d) "Financial institution" means any bank, savings bank, savings and loan association, or credit union that is authorized to do business under state or federal laws relating to financial institutions.

SB21-SSA1,42,5 (e) "Qualified expenses" has the meaning given for "qualified disability expenses" under 26 USC 529A.

SB21-SSA1,42,6 (2) Duties of the department. The department shall do all of the following:

SB21-SSA1,42,8 (a) Ensure that an account established under this section meets the requirements of a qualified ABLE program under 26 USC 529A.

SB21-SSA1,42,9 (b) Promulgate rules to implement and administer this section.

SB21-SSA1,42,11 (3) Account owners; beneficiaries; contributions; termination of accounts. (a) An account owner may do all of the following:

SB21-SSA1,42,12 1. Establish an account under this section at a financial institution.

SB21-SSA1,42,14 2. Change the beneficiary of an account to a family member, as defined in 26 USC 529A, of the previous beneficiary, if the new beneficiary is an eligible individual.

SB21-SSA1,42,17 3. If the account owner is not the beneficiary, terminate an account upon the death of a beneficiary if the account owner is unable to change the beneficiary under subd. 2.

SB21-SSA1,42,19 (b) An individual may not be the beneficiary of more than one account established under this section.

SB21-SSA1,42,22 (c) 1. The maximum total amount of annual contributions that may be made to an account established under this section for a particular beneficiary is the amount described in 26 USC 529A (b) (2) (B).

SB21-SSA1,43,2 2. The maximum total amount of all annual contributions that may be made to an account established under this section for a particular beneficiary is the same as the maximum aggregate contribution limit to an account described under s. 16.641, as set by the college program savings board.

SB21-SSA1,43,7 3. If any person attempts to contribute to an account established under this section and that contribution would exceed one or both of the limits specified in this paragraph, the financial institution to which the contribution is sent shall return to the prospective contributor any amount of the attempted contribution that is necessary to prevent the limits from being exceeded.

SB21-SSA1,43,13 4. If more than one person attempts to contribute to an account established under this section and such contributions would exceed the limits specified in this paragraph, and if the attempted contributions arrive at the financial institution on the same day, the financial institution to which the contributions are sent shall return to the prospective contributors any amount of the attempted contributions, on a prorated basis, that is necessary to prevent the limits from being exceeded.

SB21-SSA1,43,21 (d) Upon the death of the beneficiary who is the account owner the account shall terminate, and upon the termination of an account as described in par. (a) 3., any amount remaining in the account shall be recoverable by the state under s. 49.849 as property of a decedent is recoverable under that statute. Any amount that remains in the account following such recovery under s. 49.849 shall be paid to the account owner's estate. Recovery authorized under this paragraph may relate only to public assistance received by a beneficiary on and after the date on which an account is established under this section.

SB21-SSA1,43,24 (4) Payment of claims. If a beneficiary incurs costs for qualified expenses, the financial institution shall pay such expenses if sufficient funds to do so are in the account.

SB21-SSA1,44,7 (5) Eligibility for long-term care programs. A person who is determining eligibility for an individual for a long-term care program under s. 46.27, 46.275, or 46.277, the family care benefit under s. 46.286, the family care partnership program, the long-term care program defined in s. 46.2899 (1), or any other demonstration program or program operated under a waiver of federal medicaid law that provides long-term care benefits shall exclude from the determination any income from assets accumulated in an account created under this section for a beneficiary.

SB21-SSA1,316p Section 316p. 16.70 (1e) of the statutes is amended to read:

SB21-SSA1,44,13 16.70 (1e) "Agency" means an office, department, agency, institution of higher education, association, society or other body in state government created or authorized to be created by the constitution or any law, which is entitled to expend moneys appropriated by law, including the legislature and the courts, but not including an authority or the University of Wisconsin System.

SB21-SSA1,320m Section 320m. 16.705 (1b) (a) of the statutes is amended to read:

SB21-SSA1,44,15 16.705 (1b) (a) The service award board department under s. 16.25 (4) (b).

SB21-SSA1,321 Section 321. 16.705 (1r) (d) of the statutes is repealed.

SB21-SSA1,322 Section 322. 16.705 (1r) (e) of the statutes is repealed.

SB21-SSA1,323b Section 323b. 16.705 (2) (a) of the statutes is amended to read:

SB21-SSA1,45,4 16.705 (2) (a) The department shall promulgate rules for the procurement of contractual services by the department and its designated agents, including but not limited to rules prescribing approval and monitoring processes for contractual service contracts; except as provided in par. (b), a requirement for agencies, except for the University of Wisconsin System, to conduct a uniform cost-benefit analysis of each proposed contractual service procurement involving an estimated expenditure of more than $50,000 in accordance with standards prescribed in the rules; and, except as provided in par. (b), a requirement for agencies, except for the University of Wisconsin System, to review periodically, and before any renewal, the continued appropriateness of contracting under each contractual services agreement involving an estimated expenditure of more than $50,000.

SB21-SSA1,326q Section 326q. 16.71 (1) of the statutes is amended to read:

SB21-SSA1,45,15 16.71 (1) Except as otherwise required under this section and s. 16.78 or as authorized in s. 16.74 or 16.745, the department shall purchase and may delegate to special designated agents the authority to purchase all necessary materials, supplies, equipment, all other permanent personal property and miscellaneous capital, and contractual services and all other expense of a consumable nature for all agencies. In making any delegation, the department shall require the agent to adhere to all requirements imposed upon the department in making purchases under this subchapter. All materials, services and other things and expense furnished to any agency and interest paid under s. 16.528 shall be charged to the proper appropriation of the agency to which furnished.

SB21-SSA1,327b Section 327b. 16.71 (1m) of the statutes is amended to read:

SB21-SSA1,46,6 16.71 (1m) The department shall not delegate to any executive branch agency, other than the board of regents of the University of Wisconsin System, the authority to enter into any contract for materials, supplies, equipment, or contractual services relating to information technology or telecommunications prior to review and approval of the contract by the department. The department may delegate this authority to the University of Wisconsin-Madison. No Except as provided in s. 16.745, no executive branch agency, other than the board of regents of the University of Wisconsin System, may enter into any such contract without review and approval of the contract by the department. The University of Wisconsin-Madison may enter into any such contract without review and approval by the department. Any executive branch agency that enters into a contract, except for a contract entered into under s. 16.745, relating to information technology under this section shall comply with the requirements of s. 16.973 (13). Any delegation to the board of regents of the University of Wisconsin System or to the University of Wisconsin-Madison is subject to the limitations prescribed in s. 36.585.

SB21-SSA1,328 Section 328. 16.71 (4) of the statutes is repealed.

SB21-SSA1,328m Section 328m. 16.71 (5) of the statutes is repealed.

SB21-SSA1,330n Section 330n. 16.72 (4) (a) of the statutes is amended to read:

SB21-SSA1,46,20 16.72 (4) (a) Except as provided in ss. 16.71 and, 16.74, and 16.745 or as otherwise provided in this subchapter and the rules promulgated under s. ss. 16.74 and 16.745 and this subchapter, all supplies, materials, equipment and contractual services shall be purchased for and furnished to any agency only upon requisition to the department. The department shall prescribe the form, contents, number and disposition of requisitions and shall promulgate rules as to time and manner of submitting such requisitions for processing. No agency or officer may engage any person to perform contractual services without the specific prior approval of the department for each such engagement. Purchases of supplies, materials, equipment or contractual services under s. 16.745 or by the legislature, the courts, or legislative service or judicial branch agencies do not require approval under this paragraph.

SB21-SSA1,332b Section 332b. 16.73 (5) of the statutes is repealed and recreated to read:

SB21-SSA1,47,2 16.73 (5) The department or its agents may enter into an agreement with the University of Wisconsin System under which either of the parties may agree to participate in, administer, or conduct purchasing transactions under a contract for the purchase of materials, supplies, equipment, permanent personal property, miscellaneous capital, or contractual services.

SB21-SSA1,333r Section 333r. 16.745 of the statutes is created to read:

SB21-SSA1,47,11 16.745 Department of employee trust funds and governing boards purchasing. (1) All supplies, materials, equipment, and contractual services required by the department of employee trust funds and any of its governing boards shall be purchased by the department of employee trust funds and its governing boards. The department of employee trust funds and its governing boards shall maintain copies of all purchasing requisitions and contracts and shall permit inspection and copying of the requisitions and contracts under subch. II of ch. 19. No such requisition or contract need be filed with the department of administration.

SB21-SSA1,47,14 (2) (a) The department of employee trust funds shall file all bills and statements for purchases and engagements it makes under this section with the secretary, who shall audit and authorize payment of all bills and statements.

SB21-SSA1,47,17 (b) Any governing board shall file all bills and statements for purchases and engagements it makes under this section with the secretary, who shall audit and authorize payment of all bills and statements.

SB21-SSA1,47,25 (3) The department of administration shall, upon request, make recommendations and furnish assistance to the department of employee trust funds and its governing boards regarding purchasing procedure. The department of administration shall, upon request, process requisitions for purchases submitted by the department of employee trust funds or a governing board and shall procure materials, supplies, equipment, and services for the department of employee trust funds or a governing board in accordance with the purchasing procedure prescribed for executive branch agencies under this subchapter.

SB21-SSA1,334c Section 334c. 16.75 (1) (a) 2. of the statutes is amended to read:

SB21-SSA1,48,10 16.75 (1) (a) 2. If a vendor is not a Wisconsin producer, distributor, supplier or retailer and the department determines that the state, foreign nation or subdivision thereof in which the vendor is domiciled grants a preference to vendors domiciled in that state, nation or subdivision in making governmental purchases, the department and any agency making purchases under s. 16.74 or 16.745 shall give a preference over that vendor to Wisconsin producers, distributors, suppliers and retailers, if any, when awarding the order or contract. The department may enter into agreements with states, foreign nations and subdivisions thereof for the purpose of implementing this subdivision.

SB21-SSA1,339n Section 339n. 16.75 (3m) (b) of the statutes is amended to read:

SB21-SSA1,48,15 16.75 (3m) (b) 1. The department, any agency to which the department delegates purchasing authority under s. 16.71 (1), and any agency making purchases under s. 16.74 or 16.745 shall attempt to ensure that 5 percent of the total amount expended under this subchapter in each fiscal year is paid to minority businesses.

SB21-SSA1,48,20 2. The department, any agency to which the department delegates purchasing authority under s. 16.71 (1), and any agency making purchases under s. 16.74 or 16.745 shall attempt to ensure that at least 1 percent of the total amount expended under this subchapter in each fiscal year is paid to disabled veteran-owned businesses.

SB21-SSA1,49,8 3. Except as provided under sub. (7), the department, any agency to which the department delegates purchasing authority under s. 16.71 (1), and any agency making purchases under s. 16.74 or 16.745 may purchase materials, supplies, equipment, and contractual services from any minority business or disabled veteran-owned business, or a business that is both a minority business and a disabled veteran-owned business, submitting a qualified responsible competitive bid that is no more than 5 percent higher than the apparent low bid or competitive proposal that is no more than 5 percent higher than the most advantageous proposal. In administering the preference for minority businesses or disabled veteran-owned businesses established in this paragraph, the department, the delegated agency, and any agency making purchases under s. 16.74 or 16.745 shall maximize the use of minority businesses or disabled veteran-owned businesses which are incorporated under ch. 180 or which have their principal place of business in this state.

SB21-SSA1,342 Section 342. 16.75 (3t) (c) (intro.) of the statutes is amended to read:

SB21-SSA1,50,2 16.75 (3t) (c) (intro.) The department of corrections shall periodically provide to the department of administration a current list of all materials, supplies, equipment or contractual services, excluding commodities, that are supplied by prison industries, as created under s. 303.01. The department of administration shall distribute the list to all designated purchasing agents under s. 16.71 (1). Except as otherwise provided in sub. (6) (am), prior to seeking bids or competitive sealed proposals with respect to the purchase of any materials, supplies, equipment or contractual services enumerated in the list, the department of administration or any other designated purchasing agent under s. 16.71 (1) shall offer prison industries the opportunity to supply the materials, supplies, equipment or contractual services if the department of corrections is able to provide them at a price that is equal to or lower than comparable to one which may be obtained through competitive bidding or competitive sealed proposals and is able to conform to the specifications. If the department of administration or other purchasing agent is unable to determine whether the price of prison industries is equal to or lower than comparable to one obtained through competitive bidding or competitive sealed proposals, it may solicit bids or competitive proposals before awarding the order or contract. This paragraph does not apply to the printing of the following forms:

SB21-SSA1,343 Section 343. 16.75 (3t) (c) 1. of the statutes is repealed.

SB21-SSA1,344 Section 344. 16.75 (3t) (c) 6. of the statutes is repealed.

SB21-SSA1,345b Section 345b. 16.75 (8) (am) of the statutes is amended to read:

SB21-SSA1,50,12 16.75 (8) (am) The department, any other designated purchasing agent under s. 16.71 (1), any agency making purchases under s. 16.74 or 16.745, and each authority other than the University of Wisconsin Hospitals and Clinics Authority and the Lower Fox River Remediation Authority shall, to the extent practicable, make purchasing selections using specifications developed under s. 16.72 (2) (e) to maximize the purchase of materials utilizing recycled materials and recovered materials.

SB21-SSA1,345d Section 345d. 16.75 (9) of the statutes is amended to read:

SB21-SSA1,50,18 16.75 (9) The department, any other designated purchasing agent under s. 16.71 (1), any agency making purchases under s. 16.74 or 16.745, and any authority other than the University of Wisconsin Hospitals and Clinics Authority and the Lower Fox River Remediation Authority shall, to the extent practicable, make purchasing selections using specifications prepared under s. 16.72 (2) (f).

SB21-SSA1,345f Section 345f. 16.75 (10e) (b) of the statutes is amended to read:

SB21-SSA1,51,12 16.75 (10e) (b) If s. 16.855 (10s) (a) provides an applicable standard for the type of energy consuming equipment being purchased and the purchase will cost more than $5,000 per unit the department, any other designated purchasing agent under s. 16.71 (1), any agency making purchases under s. 16.74 or 16.745, and any authority may not purchase that type of energy consuming equipment unless the specifications for the equipment meet the applicable standards. If there is an applicable standard under s. 16.855 (10s) (a), but the energy consuming equipment meeting that standard is not reasonably available, the department, purchasing agent, agency, or authority shall ensure, for purchases over $5,000 per unit, that the energy consuming equipment that is purchased maximizes energy efficiency to the extent technically and economically feasible. The department, purchasing agent, agency, or authority shall not determine that energy consuming equipment that meets the applicable standard under s. 16.855 (10s) (a) either is not reasonably available on the basis of cost alone or is not cost-effective unless the difference in the cost of the purchase and installation of the equipment that meets the standard and the equipment that would otherwise be installed is greater than the difference in the cost of operating the equipment that meets the standard and the equipment that would otherwise be installed over the anticipated life of the equipment.

SB21-SSA1,345h Section 345h. 16.75 (10m) of the statutes is amended to read:

SB21-SSA1,51,19 16.75 (10m) The department, any other designated purchasing agent under s. 16.71 (1), any agency making purchases under s. 16.74 or 16.745, and any authority shall not enter into any contract or order for the purchase of materials, supplies, equipment, or contractual services with a person if the name of the person, or the name of an affiliate of that person, is certified to the department by the secretary of revenue under s. 77.66.

SB21-SSA1,346p Section 346p. 16.76 (1) of the statutes is amended to read:

SB21-SSA1,52,3 16.76 (1) All contracts for materials, supplies, equipment or contractual services to be provided to any agency shall run to the state of Wisconsin. Such contracts shall be signed by the secretary or an individual authorized by the secretary, except that contracts entered into by the department of employee trust funds or its governing boards shall be signed by an individual authorized by the secretary of employee trust funds and contracts entered into directly by the legislature, the courts or a legislative service or judicial branch agency shall be signed by an individual authorized under s. 16.74 (2) (b).

SB21-SSA1,354p Section 354p. 16.77 (1) of the statutes is amended to read:

SB21-SSA1,52,11 16.77 (1) No bill or statement for work or labor performed under purchase orders or contracts issued by the secretary or the secretary's designated agents, and no bill or statement for supplies, materials, equipment or contractual services purchased for and delivered to any agency may be paid until the bill or statement is approved through a preaudit or postaudit process determined by the secretary. This subsection does not apply to purchases made directly by the courts, the legislature or a legislative service or judicial branch agency under s. 16.74 or 16.745.

SB21-SSA1,355b Section 355b. 16.78 (1) of the statutes is amended to read:

SB21-SSA1,53,2 16.78 (1) Every agency other than the board of regents of the University of Wisconsin System, the University of Wisconsin-Madison, or an agency making purchases under s. 16.74 or 16.745 shall make all purchases of materials, supplies, equipment, and contractual services relating to information technology or telecommunications from the department, unless the department requires the agency to purchase the materials, supplies, equipment, or contractual services pursuant to a master contract established under s. 16.972 (2) (h), or grants written authorization to the agency to procure the materials, supplies, equipment, or contractual services under s. 16.75 (1) or (2m), to purchase the materials, supplies, equipment, or contractual services from another agency or to provide the materials, supplies, equipment, or contractual services to itself. The board of regents of the University of Wisconsin System and the University of Wisconsin-Madison may make purchases of materials, supplies, equipment, and contractual services relating to information technology or telecommunications from the department.

SB21-SSA1,356q Section 356q. 16.84 (5) of the statutes is renumbered 16.84 (5) (a) 1. and amended to read:

SB21-SSA1,53,8 16.84 (5) (a) 1. Have responsibility, subject to approval of the governor, for all functions relating to the leasing, acquisition, allocation and utilization of all real property by the state, except where such responsibility is otherwise provided by the statutes. In this connection, the department shall, with the governor's approval

SB21-SSA1,53,13 (b) When exercising the responsibility under par. (a) 1., require, with the governor's approval, physical consolidation of office space utilized by any executive branch agency, as defined in s. 16.70 (4), having fewer than 50 authorized full-time equivalent positions with office space utilized by another executive branch agency, whenever feasible. The department shall lease

SB21-SSA1,53,16 (c) Lease or acquire office space for legislative offices or legislative service agencies at the direction of the joint committee on legislative organization. In this subsection, "executive branch agency" has the meaning given in s. 16.70 (4).

SB21-SSA1,356r Section 356r. 16.84 (5) (a) 2. of the statutes is created to read:

SB21-SSA1,53,23 16.84 (5) (a) 2. Before entering into or renewing a lease for an executive branch agency, as defined in s. 16.70 (4), for space that is located in Dane or Milwaukee County, solicit lease options for space in counties other than Dane or Milwaukee and provide to the agency director and the joint committee on finance a cost-benefit analysis that considers any savings that would accrue to the state if the executive branch agency were located in a county other than Dane or Milwaukee.

SB21-SSA1,364m Section 364m. 16.85 (1) of the statutes is amended to read:

SB21-SSA1,54,15 16.85 (1) To take charge of and supervise all engineering or architectural services or construction work, as defined in s. 16.87 (1) (a), performed by, or for, the state, or any department, board, institution, commission, or officer of the state, including nonprofit-sharing corporations organized for the purpose of assisting the state in the construction and acquisition of new buildings or improvements and additions to existing buildings as contemplated under ss. 13.488, 36.09, and 36.11, except work to be performed for the University of Wisconsin System with respect to a building, structure, or facility involving a cost of less than $500,000 that is funded entirely with the proceeds of gifts or grants made to the system for a project specified in s. 13.48 (10) (c) or (e), and except the engineering, architectural, and construction work of the department of transportation; and the engineering service performed by the department of safety and professional services, department of revenue, public service commission, department of health services, and other departments, boards, and commissions when the service is not related to the maintenance, and construction and planning, of the physical properties of the state.

SB21-SSA1,365m Section 365m. 16.85 (2) of the statutes is amended to read:

SB21-SSA1,55,6 16.85 (2) To furnish engineering, architectural, project management, and other building construction services whenever requisitions therefor are presented to the department by any agency. The department may deposit moneys received from the provision of these services in the account under s. 20.505 (1) (kc) or in the general fund as general purpose revenue — earned. For a building project of the University of Wisconsin System that is entirely funded by program revenues or program revenue supported borrowing, the department shall assess the University of Wisconsin System for these services on a fee-for-service basis, except that the fees assessed may not exceed 4 percent of the total cost of the project. In this subsection, "agency" means an office, department, independent agency, institution of higher education, association, society, or other body in state government created or authorized to be created by the constitution or any law, which is entitled to expend moneys appropriated by law, including the legislature and the courts, but not including an authority created in subch. II of ch. 114 or in ch. 231, 233, 234, 237, 238, or 279.

SB21-SSA1,366m Section 366m. 16.85 (12) of the statutes is amended to read:

SB21-SSA1,55,16 16.85 (12) To review and approve plans and specifications for any building or structure that is constructed for the benefit of the University of Wisconsin System or any institution thereof, and to periodically review the progress of any such building or structure during construction to assure compliance with the approved plans and specifications. This subsection does not apply to any building, structure, or facility that is constructed. remodeled, repaired, renewed, or expanded for the University of Wisconsin System involving a cost of less than $500,000 if the project is funded entirely from the proceeds of gifts or grants made to the system projects specified in s. 13.48 (10) (c) and (e).

SB21-SSA1,369d Section 369d. 16.855 (1g) (a) of the statutes is renumbered 16.855 (1g) (ar).

SB21-SSA1,369h Section 369h. 16.855 (1g) (ag) of the statutes is created to read:

SB21-SSA1,55,20 16.855 (1g) (ag) "Board of Regents" means the Board of Regents of the University of Wisconsin System.