CODING: Words stricken are deletions; words underlined are additions.



                                                  SENATE AMENDMENT

    Bill No. CS for SB 1822

    Amendment No. ___   Barcode 145300

                            CHAMBER ACTION
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11  Senator Holzendorf moved the following amendment:

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13         Senate Amendment (with title amendment) 

14         Delete everything after the enacting clause

15

16  and insert:

17         Section 1.  Paragraph (c) of subsection (2) of section

18  215.555, Florida Statutes, is amended to read:

19         215.555  Florida Hurricane Catastrophe Fund.--

20         (2)  DEFINITIONS.--As used in this section:

21         (c)  "Covered policy" means any insurance policy

22  covering residential property in this state, including, but

23  not limited to, any homeowner's, mobile home owner's, farm

24  owner's, condominium association, condominium unit owner's,

25  tenant's, or apartment building policy, or any other policy

26  covering a residential structure or its contents issued by any

27  authorized insurer, including any joint underwriting

28  association or similar entity created pursuant to law. The

29  term "covered policy" includes any collateral protection

30  insurance policy covering personal residences which protects

31  both the borrower's and the lender's financial interests, in

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                                                  SENATE AMENDMENT

    Bill No. CS for SB 1822

    Amendment No. ___   Barcode 145300





  1  an amount at least equal to the coverage for the dwelling in

  2  place under the lapsed homeowner's policy, if such policy can

  3  be accurately reported as required in subsection (5).

  4  Additionally, covered policies include policies covering the

  5  peril of wind removed from the Florida Residential Property

  6  and Casualty Joint Underwriting Association, created pursuant

  7  to s. 627.351(6), or from the Florida Windstorm Underwriting

  8  Association, created pursuant to s. 627.351(2), by an

  9  authorized insurer under the terms and conditions of an

10  executed assumption agreement between the authorized insurer

11  and either such association. Each assumption agreement between

12  either association and such authorized insurer must be

13  approved by the Florida Department of Insurance prior to the

14  effective date of the assumption, and the Department of

15  Insurance must provide written notification to the board

16  within 15 working days after such approval. "Covered policy"

17  does not include any policy that excludes wind coverage or

18  hurricane coverage or any reinsurance agreement and does not

19  include any policy otherwise meeting this definition which is

20  issued by a surplus lines insurer or a reinsurer.

21         Section 2.  Subsection (2) of section 631.904, Florida

22  Statutes, is amended to read:

23         631.904  Definitions.--As used in this part, the term:

24         (2)  "Covered claim" means an unpaid claim, including a

25  claim for return of unearned premiums, which arises out of, is

26  within the coverage of, and is not in excess of the applicable

27  limits of, an insurance policy to which this part applies,

28  which policy was issued by an insurer and which claim is made

29  on behalf of a claimant or insured who was a resident of this

30  state at the time of the injury. The term "covered claim" does

31  not include any amount sought as a return of premium under any

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                                                  SENATE AMENDMENT

    Bill No. CS for SB 1822

    Amendment No. ___   Barcode 145300





  1  retrospective rating plan; any amount due any reinsurer,

  2  insurer, insurance pool, or underwriting association, as

  3  subrogation recoveries or otherwise; or any return of premium

  4  resulting from a policy that was not in force on the date of

  5  the final order of liquidation. Member insurers have no right

  6  of subrogation against the insured of any insolvent insurer.

  7  This provision shall be applied retroactively to cover claims

  8  of an insolvent self-insurance fund resulting from accidents

  9  or losses incurred prior to January 1, 1994, regardless of the

10  date the Department of Insurance filed a petition in circuit

11  court alleging insolvency and the date the court entered an

12  order appointing a receiver.

13         Section 3.  Effective upon becoming a law and operating

14  retroactively to January 1, 2002, subsection (5) is added to

15  section 625.041, Florida Statutes, to read:

16         625.041  Liabilities, in general.--In any determination

17  of the financial condition of an insurer, liabilities to be

18  charged against its assets shall include:

19         (5)  Any insurer in this state which writes workers'

20  compensation insurance shall accrue a liability on its

21  financial statements for all Special Disability Trust Fund

22  assessments that are due within the current calendar year. In

23  addition, such insurers shall also disclose in the notes to

24  the financial statements required to be filed pursuant to s.

25  624.424 an estimate of future Special Disability Trust Fund

26  assessments, if such assessments are likely to occur and can

27  be estimated with reasonable certainty.

28         Section 4.  Subsection (15) of section 641.35, Florida

29  Statutes, is amended to read:

30         641.35  Assets, liabilities, and investments.--

31         (15)  SPECIAL CONSENT INVESTMENT OF EXCESS FUNDS.--

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                                                  SENATE AMENDMENT

    Bill No. CS for SB 1822

    Amendment No. ___   Barcode 145300





  1         (a)  After satisfying the requirements of this part,

  2  any funds of a health maintenance organization in excess of

  3  its statutorily required reserves and surplus may be invested:

  4         1.  Without limitation in any investments otherwise

  5  authorized by this part; or

  6         2.  In such other investments not specifically

  7  authorized by this part provided such investments do not

  8  exceed the lesser 5 percent of the health maintenance

  9  organization's admitted assets or 25 percent of the amount by

10  which a health maintenance organization's surplus exceeds its

11  statutorily required minimum surplus. A health maintenance

12  organization may exceed the limitations of this subparagraph

13  only with the prior written approval of the department.

14         (b)  Nothing in this subsection authorizes a health

15  maintenance organization to:

16         1.  Invest any funds in excess of the amount by which

17  its actual surplus exceeds its statutorily required minimum

18  surplus; or

19         2.  Make any investment prohibited by this code Any

20  investment of the health maintenance organization's funds not

21  enumerated in this part requires the prior approval of the

22  department.

23         Section 5.  Section 624.4072, Florida Statutes, is

24  amended to read:

25         624.4072  Minority-owned property and casualty

26  insurers; limited exemption for taxation and assessments.--

27         (1)  A minority business that is at least 51 percent

28  owned by minority persons, as defined in s. 288.703(3),

29  initially issued a certificate of authority in this state as

30  an authorized insurer after May 1, 1998, and before January 1,

31  2002, to write property and casualty insurance shall be

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                                                  SENATE AMENDMENT

    Bill No. CS for SB 1822

    Amendment No. ___   Barcode 145300





  1  exempt, for a period not to exceed 10 5 years from the date of

  2  receiving its certificate of authority, from the following

  3  taxes and assessments:

  4         (a)  Taxes imposed under ss. 175.101, 185.08, and

  5  624.509;

  6         (b)  Assessments by the Florida Residential Property

  7  and Casualty Joint Underwriting Association or by the Florida

  8  Windstorm Underwriting Association, as provided under s.

  9  627.351, except for emergency assessments collected from

10  policyholders pursuant to s. 627.351(2)(b)2.d.(III) and

11  (6)(b)3.d. Any such insurer shall be a member insurer of the

12  Florida Windstorm Underwriting Association and the Florida

13  Residential Property and Casualty Joint Underwriting

14  Association. The premiums of such insurer shall be included in

15  determining, for the Florida Windstorm Underwriting

16  Association, the aggregate statewide direct written premium

17  for property insurance and in determining, for the Florida

18  Residential Property and Casualty Joint Underwriting

19  Association, the aggregate statewide direct written premium

20  for the subject lines of business for all member insurers.

21         (2)  Subsection (1) applies only to personal lines and

22  commercial lines residential property insurance policies as

23  defined in s. 627.4025, and applies only to an insurer that

24  has employees in this state and has a home office or a

25  regional office in this state.  With respect to any tax year

26  or assessment year, the exemptions provided by subsection (1)

27  apply only if during the year an average of at least 10

28  percent of the insurer's Florida residential property policies

29  in force covered properties located in enterprise zones

30  designated pursuant to s. 290.0065.

31         (3)  The provision of the definition of "minority

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                                                  SENATE AMENDMENT

    Bill No. CS for SB 1822

    Amendment No. ___   Barcode 145300





  1  person" in s. 288.703(3) that requires residency in Florida

  2  shall not apply to the term "minority person" as used in this

  3  section or s. 627.3511.

  4         (4)  This section is repealed effective December 31,

  5  2010 July 1, 2003, and the tax and assessment exemptions

  6  authorized by this section shall terminate on such date.

  7         Section 6.  Except as otherwise expressly provided in

  8  this act, this act shall take effect July 1, 2002.

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11  ================ T I T L E   A M E N D M E N T ===============

12  And the title is amended as follows:

13         Delete everything before the enacting clause

14

15  and insert:

16                      A bill to be entitled

17         An act relating to insurance; amending s.

18         215.555, F.S.; redefining the term "covered

19         policy"; amending s. 631.904, F.S.; redefining

20         the term "covered claim"; amending s. 625.041,

21         F.S.; revising the liabilities that a workers'

22         compensation insurer must include on its

23         financial statements; providing retroactive

24         application; amending s. 641.35, F.S.;

25         authorizing investment of funds of a health

26         maintenance organization in excess of certain

27         reserves and surplus under certain

28         circumstances; providing a limitation; amending

29         s. 624.4072, F.S.; extending the term of the

30         exemption from taxes and assessments on

31         minority-owned property and casualty insurers;

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                                                  SENATE AMENDMENT

    Bill No. CS for SB 1822

    Amendment No. ___   Barcode 145300





  1         postponing the scheduled repeal of the law;

  2         providing effective dates.

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