1 | A bill to be entitled |
2 | An act relating to the distribution of proceeds from the |
3 | excise tax on documents; amending s. 201.15, F.S.; |
4 | revising monetary criteria for distributing portions of |
5 | the tax to certain trust funds; revising authorization for |
6 | the Department of Revenue to use certain amounts for |
7 | certain purposes; requiring that proceeds of the tax in |
8 | excess of specified amounts be deposited into the General |
9 | Revenue Fund; providing for increased distributions to |
10 | certain trust funds under certain circumstances to provide |
11 | for payments on bonds; revising monetary criteria for |
12 | distributing portions of the tax to the State Housing |
13 | Trust Fund and the Local Government Housing Trust Fund for |
14 | purposes of preserving the rights of holders of affordable |
15 | housing guarantees; requiring distributions to the State |
16 | Housing Trust Fund to be sufficient for certain purposes; |
17 | providing a limitation; providing effective dates. |
18 |
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19 | Be It Enacted by the Legislature of the State of Florida: |
20 |
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21 | Section 1. Section 201.15, Florida Statutes, is amended to |
22 | read: |
23 | 201.15 Distribution of taxes collected.--All taxes |
24 | collected under this chapter shall be distributed as follows and |
25 | shall be subject to the service charge imposed in s. 215.20(1), |
26 | except that such service charge shall not be levied against any |
27 | portion of taxes pledged to debt service on bonds to the extent |
28 | that the amount of the service charge is required to pay any |
29 | amounts relating to the bonds: |
30 | (1) Sixty-two and sixty-three hundredths percent of the |
31 | remaining taxes collected under this chapter shall be used for |
32 | the following purposes: |
33 | (a) Amounts as shall be necessary to pay the debt service |
34 | on, or fund debt service reserve funds, rebate obligations, or |
35 | other amounts payable with respect to Preservation 2000 bonds |
36 | issued pursuant to s. 375.051 and Florida Forever bonds issued |
37 | pursuant to s. 215.618, shall be paid into the State Treasury to |
38 | the credit of the Land Acquisition Trust Fund to be used for |
39 | such purposes. The amount transferred to the Land Acquisition |
40 | Trust Fund for such purposes shall not exceed $300 million in |
41 | fiscal year 1999-2000 and thereafter for Preservation 2000 bonds |
42 | and bonds issued to refund Preservation 2000 bonds, and $300 |
43 | million in fiscal year 2000-2001 and thereafter for Florida |
44 | Forever bonds. The annual amount transferred to the Land |
45 | Acquisition Trust Fund for Florida Forever bonds shall not |
46 | exceed $30 million in the first fiscal year in which bonds are |
47 | issued. The limitation on the amount transferred shall be |
48 | increased by an additional $30 million in each subsequent fiscal |
49 | year, but shall not exceed a total of $300 million in any fiscal |
50 | year for all bonds issued. It is the intent of the Legislature |
51 | that all bonds issued to fund the Florida Forever Act be retired |
52 | by December 31, 2030. Except for bonds issued to refund |
53 | previously issued bonds, no series of bonds may be issued |
54 | pursuant to this paragraph unless such bonds are approved and |
55 | the debt service for the remainder of the fiscal year in which |
56 | the bonds are issued is specifically appropriated in the General |
57 | Appropriations Act. For purposes of refunding Preservation 2000 |
58 | bonds, amounts designated within this section for Preservation |
59 | 2000 and Florida Forever bonds may be transferred between the |
60 | two programs to the extent provided for in the documents |
61 | authorizing the issuance of the bonds. The Preservation 2000 |
62 | bonds and Florida Forever bonds shall be equally and ratably |
63 | secured by moneys distributable to the Land Acquisition Trust |
64 | Fund pursuant to this section, except to the extent specifically |
65 | provided otherwise by the documents authorizing the issuance of |
66 | the bonds. No moneys transferred to the Land Acquisition Trust |
67 | Fund pursuant to this paragraph, or earnings thereon, shall be |
68 | used or made available to pay debt service on the Save Our Coast |
69 | revenue bonds. |
70 | (b) The remainder of the moneys distributed under this |
71 | subsection, after the required payment under paragraph (a), |
72 | shall be paid into the State Treasury to the credit of the Save |
73 | Our Everglades Trust Fund in amounts necessary to pay debt |
74 | service, provide reserves, and pay rebate obligations and other |
75 | amounts due with respect to bonds issued under s. 215.619. |
76 | (c) The remainder of the moneys distributed under this |
77 | subsection, after the required payments under paragraphs (a) and |
78 | (b), shall be paid into the State Treasury to the credit of the |
79 | Land Acquisition Trust Fund and may be used for any purpose for |
80 | which funds deposited in the Land Acquisition Trust Fund may |
81 | lawfully be used. Payments made under this paragraph shall |
82 | continue until the cumulative amount credited to the Land |
83 | Acquisition Trust Fund for the fiscal year under this paragraph |
84 | and paragraph (2)(b) equals 70 percent of the current official |
85 | forecast for distributions of taxes collected under this chapter |
86 | pursuant to subsection (2). As used in this paragraph, the term |
87 | "current official forecast" means the most recent forecast as |
88 | determined by the Revenue Estimating Conference. If the current |
89 | official forecast for a fiscal year changes after payments under |
90 | this paragraph have ended during that fiscal year, no further |
91 | payments are required under this paragraph during the fiscal |
92 | year. |
93 | (d) The remainder of the moneys distributed under this |
94 | subsection, after the required payments under paragraphs (a), |
95 | (b), and (c), shall be paid into the State Treasury to the |
96 | credit of the General Revenue Fund of the state to be used and |
97 | expended for the purposes for which the General Revenue Fund was |
98 | created and exists by law or to the Ecosystem Management and |
99 | Restoration Trust Fund or to the Marine Resources Conservation |
100 | Trust Fund as provided in subsection (11). |
101 | (2) The lesser of seven and fifty-six hundredths percent |
102 | of the remaining taxes collected under this chapter or $84.9 |
103 | million shall be used for the following purposes: |
104 | (a) Beginning in the month following the final payment for |
105 | a fiscal year under paragraph (1)(c), available moneys shall be |
106 | paid into the State Treasury to the credit of the General |
107 | Revenue Fund of the state to be used and expended for the |
108 | purposes for which the General Revenue Fund was created and |
109 | exists by law or to the Ecosystem Management and Restoration |
110 | Trust Fund or to the Marine Resources Conservation Trust Fund as |
111 | provided in subsection (11). Payments made under this paragraph |
112 | shall continue until the cumulative amount credited to the |
113 | General Revenue Fund for the fiscal year under this paragraph |
114 | equals the cumulative payments made under paragraph (1)(c) for |
115 | the same fiscal year. |
116 | (b) The remainder of the moneys distributed under this |
117 | subsection shall be paid into the State Treasury to the credit |
118 | of the Land Acquisition Trust Fund. Sums deposited in the fund |
119 | pursuant to this subsection may be used for any purpose for |
120 | which funds deposited in the Land Acquisition Trust Fund may |
121 | lawfully be used. |
122 | (3) The lesser of one and ninety-four hundredths percent |
123 | of the remaining taxes collected under this chapter or $26 |
124 | million shall be paid into the State Treasury to the credit of |
125 | the Land Acquisition Trust Fund. Moneys deposited in the trust |
126 | fund pursuant to this section shall be used for the following |
127 | purposes: |
128 | (a) Sixty percent of the moneys shall be used to acquire |
129 | coastal lands or to pay debt service on bonds issued to acquire |
130 | coastal lands; and |
131 | (b) Forty percent of the moneys shall be used to develop |
132 | and manage lands acquired with moneys from the Land Acquisition |
133 | Trust Fund. |
134 | (4) The lesser of four and two-tenths percent of the |
135 | remaining taxes collected under this chapter or $60.2 million |
136 | shall be paid into the State Treasury to the credit of the Water |
137 | Management Lands Trust Fund. Sums deposited in that fund may be |
138 | used for any purpose authorized in s. 373.59. |
139 | (5) The lesser of four and two-tenths percent of the |
140 | remaining taxes collected under this chapter or $66.9 million |
141 | shall be paid into the State Treasury to the credit of the |
142 | Conservation and Recreation Lands Trust Fund to carry out the |
143 | purposes set forth in s. 259.032. The lesser of nine and one- |
144 | half percent of the amount credited to the Conservation and |
145 | Recreation Lands Trust Fund pursuant to this subsection or $5.9 |
146 | million shall be transferred to the State Game Trust Fund and |
147 | used for land management activities. |
148 | (6) The lesser of two and twenty-eight hundredths percent |
149 | of the remaining taxes collected under this chapter or $29.4 |
150 | million shall be paid into the State Treasury to the credit of |
151 | the Invasive Plant Control Trust Fund to carry out the purposes |
152 | set forth in ss. 369.22 and 369.252. |
153 | (7) The lesser of one-half of one percent of the remaining |
154 | taxes collected under this chapter or $7.4 million shall be paid |
155 | into the State Treasury to the credit of the State Game Trust |
156 | Fund to be used exclusively for the purpose of implementing the |
157 | Lake Restoration 2020 Program. |
158 | (8) The lesser of one-half of one percent of the remaining |
159 | taxes collected under this chapter or $7.4 million shall be paid |
160 | into the State Treasury and divided equally to the credit of the |
161 | Department of Environmental Protection Water Quality Assurance |
162 | Trust Fund to address water quality impacts associated with |
163 | nonagricultural nonpoint sources and to the credit of the |
164 | Department of Agriculture and Consumer Services General |
165 | Inspection Trust Fund to address water quality impacts |
166 | associated with agricultural nonpoint sources, respectively. |
167 | These funds shall be used for research, development, |
168 | demonstration, and implementation of suitable best management |
169 | practices or other measures used to achieve water quality |
170 | standards in surface waters and water segments identified |
171 | pursuant to ss. 303(d) of the Clean Water Act, Pub. L. No. 92- |
172 | 500, 33 U.S.C. s. 1313(d) ss. 1251 et seq. Implementation of |
173 | best management practices and other measures may include cost- |
174 | share grants, technical assistance, implementation tracking, and |
175 | conservation leases or other agreements for water quality |
176 | improvement. The Department of Environmental Protection and the |
177 | Department of Agriculture and Consumer Services may adopt rules |
178 | governing the distribution of funds for implementation of best |
179 | management practices. The unobligated balance of funds received |
180 | from the distribution of taxes collected under this chapter to |
181 | address water quality impacts associated with nonagricultural |
182 | nonpoint sources will be excluded when calculating the |
183 | unobligated balance of the Water Quality Assurance Trust Fund as |
184 | it relates to the determination of the applicable excise tax |
185 | rate. |
186 | (9) Seven and forty-five fifty-three hundredths percent of |
187 | the remaining taxes collected under this chapter shall be paid |
188 | into the State Treasury to the credit of the State Housing Trust |
189 | Fund and shall be used as follows: |
190 | (a) Half of that amount shall be used for the purposes for |
191 | which the State Housing Trust Fund was created and exists by |
192 | law. |
193 | (b) Half of that amount shall be paid into the State |
194 | Treasury to the credit of the Local Government Housing Trust |
195 | Fund and shall be used for the purposes for which the Local |
196 | Government Housing Trust Fund was created and exists by law. |
197 | (10) Eight and fifty-seven sixty-six hundredths percent of |
198 | the remaining taxes collected under this chapter shall be paid |
199 | into the State Treasury to the credit of the State Housing Trust |
200 | Fund and shall be used as follows: |
201 | (a) Twelve and one-half percent of that amount shall be |
202 | deposited into the State Housing Trust Fund and be expended by |
203 | the Department of Community Affairs and by the Florida Housing |
204 | Finance Corporation for the purposes for which the State Housing |
205 | Trust Fund was created and exists by law. |
206 | (b) Eighty-seven and one-half percent of that amount shall |
207 | be distributed to the Local Government Housing Trust Fund and |
208 | shall be used for the purposes for which the Local Government |
209 | Housing Trust Fund was created and exists by law. Funds from |
210 | this category may also be used to provide for state and local |
211 | services to assist the homeless. |
212 | (11) From the moneys specified in paragraphs (1)(d) and |
213 | (2)(a) and prior to deposit of any moneys into the General |
214 | Revenue Fund, $30 million shall be paid into the State Treasury |
215 | to the credit of the Ecosystem Management and Restoration Trust |
216 | Fund in fiscal year 2000-2001 and each fiscal year thereafter, |
217 | to be used for the preservation and repair of the state's |
218 | beaches as provided in ss. 161.091-161.212, and $2 million shall |
219 | be paid into the State Treasury to the credit of the Marine |
220 | Resources Conservation Trust Fund to be used for marine mammal |
221 | care as provided in s. 370.0603(3). |
222 | (12) The Department of Revenue may use $8.3 million of the |
223 | remaining taxes payments credited to trust funds pursuant to |
224 | paragraphs (1)(c) and (2)(b) and subsections (3), (4), (5), (6), |
225 | (7), (8), (9), and (10) to pay the costs of the collection and |
226 | enforcement of the tax levied by this chapter. The percentage of |
227 | such costs which may be assessed against a trust fund is a |
228 | ratio, the numerator of which is payments credited to that trust |
229 | fund under this section and the denominator of which is the sum |
230 | of payments made under paragraphs (1)(c) and (2)(b) and |
231 | subsections (3), (4), (5), (6), (7), (8), (9), and (10). |
232 | (13) The remaining taxes collected under this chapter |
233 | shall be paid into the State Treasury to the credit of the |
234 | General Revenue Fund. |
235 | (14) If the payment requirements in any year for bonds |
236 | outstanding on July 1, 2006, exceed the limitations of this |
237 | section, distributions to the trust fund from which the bond |
238 | payments are made shall be increased to the amount needed to pay |
239 | the bonds. |
240 | (15)(13) The distribution of proceeds deposited into the |
241 | Water Management Lands Trust Fund and the Conservation and |
242 | Recreation Lands Trust Fund, pursuant to subsections (4) and |
243 | (5), shall not be used for land acquisition, but may be used for |
244 | preacquisition costs associated with land purchases. The |
245 | Legislature intends that the Florida Forever program supplant |
246 | the acquisition programs formerly authorized under ss. 259.032 |
247 | and 373.59. Prior to the 2005 Regular Session of the |
248 | Legislature, the Acquisition and Restoration Council shall |
249 | review and make recommendations to the Legislature concerning |
250 | the need to repeal this provision. Based on these |
251 | recommendations, the Legislature shall review the need to repeal |
252 | this provision during the 2005 Regular Session. |
253 | (16)(14) Amounts distributed pursuant to subsections (5), |
254 | (6), (7) and (8) are subject to the payment of debt service on |
255 | outstanding Conservation and Recreation Lands revenue bonds. |
256 | Section 2. Effective July 1, 2006, subsections (9) and |
257 | (10) of section 201.15, Florida Statutes, as amended by this |
258 | act, are amended, and subsection (17) is added to said section, |
259 | to read: |
260 | 201.15 Distribution of taxes collected.--All taxes |
261 | collected under this chapter shall be distributed as follows and |
262 | shall be subject to the service charge imposed in s. 215.20(1), |
263 | except that such service charge shall not be levied against any |
264 | portion of taxes pledged to debt service on bonds to the extent |
265 | that the amount of the service charge is required to pay any |
266 | amounts relating to the bonds: |
267 | (9) The lesser of seven and fifty-three forty-five |
268 | hundredths percent of the remaining taxes collected under this |
269 | chapter or $85 million shall be paid into the State Treasury to |
270 | the credit of the State Housing Trust Fund and shall be used as |
271 | follows: |
272 | (a) Half of that amount shall be used for the purposes for |
273 | which the State Housing Trust Fund was created and exists by |
274 | law. |
275 | (b) Half of that amount shall be paid into the State |
276 | Treasury to the credit of the Local Government Housing Trust |
277 | Fund and shall be used for the purposes for which the Local |
278 | Government Housing Trust Fund was created and exists by law. |
279 | (10) The lesser of eight and sixty-six fifty-seven |
280 | hundredths percent of the remaining taxes collected under this |
281 | chapter or $108 million shall be paid into the State Treasury to |
282 | the credit of the State Housing Trust Fund and shall be used as |
283 | follows: |
284 | (a) Twelve and one-half percent of that amount shall be |
285 | deposited into the State Housing Trust Fund and be expended by |
286 | the Department of Community Affairs and by the Florida Housing |
287 | Finance Corporation for the purposes for which the State Housing |
288 | Trust Fund was created and exists by law. |
289 | (b) Eighty-seven and one-half percent of that amount shall |
290 | be distributed to the Local Government Housing Trust Fund and |
291 | shall be used for the purposes for which the Local Government |
292 | Housing Trust Fund was created and exists by law. Funds from |
293 | this category may also be used to provide for state and local |
294 | services to assist the homeless. |
295 | (17) Distributions to the State Housing Trust Fund |
296 | pursuant to subsections (9) and (10) shall be sufficient to |
297 | cover amounts required to be transferred to the Florida |
298 | Affordable Housing Guarantee Program's annual debt service |
299 | reserve and guarantee fund pursuant to s. 420.5092(6)(a) and (b) |
300 | up to but not exceeding the amount required to be transferred to |
301 | such reserve and fund prior to July 1, 2005. |
302 | Section 3. Except as otherwise provided herein, this act |
303 | shall take effect July 1, 2005. |