Bill Text: IA HF2538 | 2023-2024 | 90th General Assembly | Enrolled

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Bill Title: A bill for an act relating to state agency strategic planning and data collection. (Formerly HSB 648.) Effective date: 07/01/2024.

Spectrum: Committee Bill

Status: (Passed) 2024-04-19 - Signed by Governor. H.J. 927. [HF2538 Detail]

Download: Iowa-2023-HF2538-Enrolled.html

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House File 2538 - Enrolled
House File 2538
AN ACT
RELATING TO STATE AGENCY STRATEGIC PLANNING AND DATA
COLLECTION.
BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF IOWA:
Section 1. Section 8.22, subsection 4, Code 2024, is amended
to read as follows:
4. Part IV —— Strategic plan. Part IV shall include an
explanation that correlates the budget with the enterprise
strategic plan adopted priorities established pursuant to
section 8E.204 8E.205 . The budget shall provide an explanation
of appropriations recommended for the administration and
maintenance of an agency as defined in section 8E.103 with
the general evaluation of the agency in meeting enterprise
strategic goals priorities , including identifying goals that
require legislation.
Sec. 2. Section 8.23, subsection 1, paragraph b, Code 2024,
is amended to read as follows:
b. The budget estimates for an agency as defined in
section 8E.103 shall be based on achieving goals contained
in the enterprise strategic plan priorities and the agency’s
strategic plan as provided for in chapter 8E . The estimates
shall be accompanied by a description of the measurable and
other results to be achieved by the agency. Performance
measures shall be based on the goals developed pursuant to
sections 8E.204, 8E.205 , 8E.206 , and 8E.208 . The estimates
shall be accompanied by an explanation of the manner in which

House File 2538, p. 2
appropriations requested for the administration and maintenance
of the agency meet goals contained in the enterprise strategic
plan priorities and the agency’s strategic plan, including
identifying goals that require legislation.
Sec. 3. Section 8.35A, subsection 5, Code 2024, is amended
to read as follows:
5. The department shall transmit the enterprise strategic
plan priorities and related information and an agency shall
transmit its agency strategic plan, performance report,
and related information as required by chapter 8E to the
legislative services agency.
Sec. 4. Section 8E.103, Code 2024, is amended by striking
the section and inserting in lieu thereof the following:
8E.103 Definitions.
As used in this chapter, unless the context otherwise
requires:
1. “Agency” means all departments or boards within the
executive branch, excluding agencies associated with elected
officials.
2. “Department” means the department of management.
Sec. 5. Section 8E.104, Code 2024, is amended to read as
follows:
8E.104 Administration.
The department shall oversee the administration of this
chapter in cooperation with agencies as provided in this
chapter . The department and shall adopt rules , guidance, and
guidelines as necessary in order to administer this chapter .
However, the state board of regents shall oversee and implement
the provisions of this chapter for institutions governed under
chapter 262. For purposes of this chapter, where records and
data are specifically required to support enterprise-wide
initiatives, planning or policy development, cross-agency
collaboration, or performance or risk assessments, each agency
shall share records or data with the department notwithstanding
any other provision of law restricting or limiting such
sharing. To the extent records obtained by the department
pursuant to this chapter are otherwise confidential under
law, the department shall maintain the confidentiality of the
records and shall only release statistical information derived

House File 2538, p. 3
from the records, and shall be subject to the same penalties as
the lawful custodian of the information, records, or data for
unlawful dissemination of the information, records, or data.
Sec. 6. Section 8E.201, Code 2024, is amended to read as
follows:
8E.201 Agency duties and powers.
Each agency shall administer the application of this chapter
to the agency in cooperation with the department. Each agency
shall measure and monitor operations and progress toward
achieving goals which relate to programs administered by the
agency pursuant to the enterprise strategic plan priorities ,
the agency strategic plan, and the agency performance
operational plan.
Sec. 7. Section 8E.202, Code 2024, is amended by striking
the section and inserting in lieu thereof the following:
8E.202 Access.
The department and each agency shall provide for the widest
possible dissemination of and access to agency strategic plans,
agency operational plans, data, and reports, while assuring
adequate protections are in place to safeguard sensitive
and confidential information and data. This section does
not require the department or an agency to publicly release
information which is classified as a confidential record under
law.
Sec. 8. Section 8E.204, Code 2024, is amended to read as
follows:
8E.204 Adoption and revision of an enterprise strategic plan
and agency Agency strategic plans.
1. The department, in consultation with agencies, shall
adopt an enterprise strategic plan. Each agency shall adopt
an agency strategic plan aligned with the enterprise strategic
plan priorities where possible. Plans must follow a format
and include elements as determined by the department in
consultation with agencies. The purposes of agency strategic
plans are to promote long-term and broad thinking, focus on
results for Iowans, and facilitate implementation of enterprise
priorities .
2. The department or an Each agency shall adopt and
revise a strategic plan which includes input from customers

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and stakeholders following an opportunity for broad public
participation in strategic planning. The department or an
agency developing or revising a strategic plan shall include
input from state employees, including written and oral
comments. Upon adoption of the enterprise strategic plan by
the department, the plan shall be disseminated to each agency
and made available to all state employees. Upon adoption of
the agency’s strategic plan, the agency shall provide the
department with a copy of the agency strategic plan and make
the strategic plan available to all agency employees. The
enterprise strategic plan and all All agency strategic plans
shall be available to the public.
3. The department and agencies shall annually review
the enterprise strategic plan. An agency shall conduct an
annual review of its agency strategic plan. Revisions in the
strategic plan may be prompted by a reexamination of enterprise
or agency priorities or the need to redirect state resources
based on new circumstances, including events or trends.
Sec. 9. Section 8E.205, Code 2024, is amended by striking
the section and inserting in lieu thereof the following:
8E.205 Enterprise priorities.
The enterprise priorities, as established annually by the
governor, shall serve as a launch point for developing and
updating agency strategic plans and identifying the major areas
of focus in achieving the governor’s vision for the state of
Iowa.
Sec. 10. Section 8E.207, Code 2024, is amended by striking
the section and inserting in lieu thereof the following:
8E.207 Agency operational plans.
Each agency shall develop a plan to guide its day-to-day
operations. The plan must outline the agency’s organizational
structure, the general duties of its organizational subunits,
and metrics and measures used to monitor operations, as well as
highlight initiatives and targets related to agency strategic
plan goals or other improvement goals. Agencies shall update
operational plans annually.
Sec. 11. Section 8E.208, Code 2024, is amended to read as
follows:
8E.208 Performance Metrics and measures , performance targets,

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and performance data .
1. The department, in consultation with agencies, shall
establish guidelines that will be used to create performance
measures, performance targets, and data sources for each agency
and each agency’s functions. Each agency shall identify,
collect, and maintain data for metrics and measures critical to
monitoring and assessing the performance of their operations.
2. Performance measurement Measurement is essential to
monitoring operations and ensuring adequate accountability
over public resources and the exchange of public resources
for desirable and acceptable public benefits . Performance
measurement must include an assessment of whether agencies
Each agency shall have adequate control procedures in place,
and be able to assess whether those control procedures are
operating effectively, to determine that agencies are receiving
or providing services of adequate quality, public resources are
being used effectively and efficiently, and public resources
are being used for appropriate and meaningful activities.
Sec. 12. Section 8E.209, Code 2024, is amended by striking
the section and inserting in lieu thereof the following:
8E.209 Records and data.
Each agency is responsible for classifying records and data
to facilitate safeguarding its own information and making that
information available to appropriate audiences. The department
may review any records and data an agency collects, creates,
and maintains for purposes of monitoring their operations and
assessing performance. Upon the department’s request, an
agency shall provide the department with and routinely update
such records and data that support enterprise-wide initiatives,
planning or policy development, cross-agency collaboration, or
performance or risk assessments. Data must be as granular as
possible and include key dates and characteristics critical to
monitoring and assessing performance and facilitating insights.
Each agency shall provide data in a format required by the
department and update the data on a schedule appropriate for
the data.
Sec. 13. Section 8E.210, Code 2024, is amended to read as
follows:
8E.210 Reporting requirements .

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1. Each agency shall prepare an annual performance report
stating the agency’s reports highlighting progress in meeting
performance targets and achieving its goals consistent with
the enterprise strategic plan, based on measures and targets
outlined in its agency strategic plan , and its performance
operational plan using data . An annual performance report
shall include a description of how the agency has reallocated
human and material resources in the previous fiscal year.
The department, in conjunction with agencies, shall develop
guidelines for annual performance reports, including but not
limited to a reporting schedule. An agency may incorporate its
annual performance report into another report that the agency
is required to submit to the department.
2. The annual performance reporting Reporting required
under this section shall be used to improve performance,
improve strategic planning and policy decision making, better
allocate human and material resources, recognize superior
performance, and inform Iowans about their return from
investment in state government.
Sec. 14. REPEAL. Sections 8E.105, 8E.203, and 8E.206, Code
2024, are repealed.
______________________________ ______________________________
PAT GRASSLEY AMY SINCLAIR
Speaker of the House President of the Senate
I hereby certify that this bill originated in the House and
is known as House File 2538, Ninetieth General Assembly.
______________________________
MEGHAN NELSON
Chief Clerk of the House
Approved _______________, 2024 ______________________________
KIM REYNOLDS
Governor