CS/HB 699

1
A bill to be entitled
2An act relating to affordable housing; amending s.
3125.0104, F.S.; allowing certain counties to use certain
4tax revenues for workforce, affordable, and employee
5housing; amending s. 159.807, F.S.; deleting a provision
6exempting the Florida Housing Finance Corporation from the
7applicability of certain uses of the state allocation
8pool; amending s. 196.1978, F.S.; providing that property
9owned by certain nonprofit entities or Florida-based
10limited partnerships and used or held for the purpose of
11providing affordable housing to certain income-qualified
12persons is exempt from ad valorem taxation; revising
13legislative intent; providing that such ad valorem tax
14exemption extends to land owned by an exempt entity and
15subject to a 99-year ground lease for the purpose of
16providing affordable housing; providing that such ad
17valorem tax exemption extends to undeveloped property
18owned by an exempt entity that has taken affirmative steps
19to prepare the property for future use as affordable
20housing; defining the term "affirmative steps"; providing
21for the rejection of the ad valorem tax exemption under
22certain circumstances; requiring a property appraiser to
23reassess the just valuation of the property under certain
24circumstances; providing the total amount of taxes, non-ad
25valorem assessments, and interest for the period such
26exemption was effective become due when exemptions are
27found to have been obtained improperly or by fraud or
28misrepresentation; requiring the property appraiser to
29notify the tax collector of certain changes in the use or
30ownership of the property; amending s. 420.503, F.S.;
31defining the term "moderate rehabilitation" for purposes
32of the Florida Housing Finance Corporation Act; amending
33s. 420.5061, F.S.; removing a provision requiring the
34Florida Housing Finance Corporation to transfer certain
35funds to the General Revenue Fund; amending s. 420.507,
36F.S.; providing the corporation with certain powers
37relating to developing and administering a grant program;
38amending s. 420.5087, F.S.; revising purposes for which
39state apartment incentive loans may be used; amending s.
40420.5095, F.S.; providing for the disbursement of certain
41Community Workforce Housing Innovation Pilot Program funds
42that were awarded but have been declined or returned;
43amending s. 420.615, F.S.; revising provisions relating to
44comprehensive plan amendments; authorizing certain persons
45to challenge the compliance of an amendment; creating s.
46420.628, F.S.; providing legislative findings and intent;
47requiring certain governmental entities to develop and
48implement strategies and procedures designed to increase
49affordable housing opportunities for young adults who are
50leaving the child welfare system; amending s. 420.9071,
51F.S.; revising and providing definitions; amending s.
52420.9072, F.S.; conforming a cross-reference; amending s.
53420.9073, F.S.; revising the frequency with which local
54housing distributions are to be made by the corporation;
55authorizing the corporation to withhold funds from the
56total distribution annually for specified purposes;
57requiring counties and eligible municipalities that
58receive local housing distributions to expend those funds
59in a specified manner; amending s. 420.9075, F.S.;
60requiring that local housing assistance plans address the
61special housing needs of persons with disabilities;
62authorizing the corporation to define high-cost counties
63and eligible municipalities by rule; authorizing high-cost
64counties and certain municipalities to assist persons and
65households meeting specific income requirements; revising
66requirements to be included in the local housing
67assistance plan; requiring counties and certain
68municipalities to include certain initiatives and
69strategies in the local housing assistance plan; revising
70criteria that applies to awards made for the purpose of
71providing eligible housing; authorizing and limiting the
72percentage of funds from the local housing distribution
73that may be used for manufactured housing; extending the
74expiration date of an exemption from certain income
75requirements in specified areas; authorizing the use of
76certain funds for preconstruction activities; providing
77that certain costs are a program expense; authorizing
78counties and certain municipalities to award grant funds
79under certain conditions; providing for the repayment of
80funds by the local housing assistance trust fund; amending
81s. 420.9076, F.S.; revising appointments to a local
82affordable housing advisory committee; revising notice
83requirements for public hearings of the advisory
84committee; requiring the committee's final report,
85evaluation, and recommendations to be submitted to the
86corporation; deleting cross-references to conform to
87changes made by the act; repealing s. 420.9078, F.S.,
88relating to state administration of funds remaining in the
89Local Government Housing Trust Fund; amending s. 420.9079,
90F.S.; conforming cross-references; amending s. 1001.43,
91F.S.; revising district school board powers and duties in
92relation to use of land for affordable housing in certain
93areas for certain personnel; providing an effective date.
94
95Be It Enacted by the Legislature of the State of Florida:
96
97     Section 1.  Paragraph (m) of subsection (3) of section
98125.0104, Florida Statutes, is amended to read:
99     125.0104  Tourist development tax; procedure for levying;
100authorized uses; referendum; enforcement.--
101     (3)  TAXABLE PRIVILEGES; EXEMPTIONS; LEVY; RATE.--
102     (m)1.  In addition to any other tax which is imposed
103pursuant to this section, a high tourism impact county may
104impose an additional 1-percent tax on the exercise of the
105privilege described in paragraph (a) by extraordinary vote of
106the governing board of the county. The tax revenues received
107pursuant to this paragraph shall be used for one or more of the
108authorized uses pursuant to subsection (5). In addition, any
109high tourism impact county that is designated as an area of
110critical state concern pursuant to chapter 380 may also utilize
111revenues received pursuant to this paragraph for affordable or
112workforce housing as defined in chapter 420, or for affordable,
113workforce, or employee housing as defined in any adopted
114comprehensive plan, land development regulation, or local
115housing assistance plan. Such authority for the use of revenues
116for workforce, affordable, or employee housing shall extend for
11710 years after the date of any de-designation of a location as
118an area of critical state concern, or for the period of time
119required under any bond or other financing issued in accordance
120with or based upon the authority granted pursuant to the
121provisions of this section. Revenues derived pursuant to this
122paragraph shall be bondable in accordance with other laws
123regarding revenue bonding. Should a high tourism impact county
124designated as an area of critical state concern enact the tax
125specified in this paragraph, the revenue generated shall be
126distributed among incorporated and unincorporated areas based
127upon a percentage equal to the amount of revenue derived by such
128individual incorporated and unincorporated area. However,
129nothing in this paragraph shall preclude an interlocal agreement
130between local governments for the use of funds received pursuant
131to this paragraph in a manner that addresses the provision of
132affordable and workforce housing opportunities on a regional
133basis or in accordance with a multijurisdictional housing
134strategy, program, or policy.
135     2.  A county is considered to be a high tourism impact
136county after the Department of Revenue has certified to such
137county that the sales subject to the tax levied pursuant to this
138section exceeded $600 million during the previous calendar year,
139or were at least 18 percent of the county's total taxable sales
140under chapter 212 where the sales subject to the tax levied
141pursuant to this section were a minimum of $200 million, except
142that no county authorized to levy a convention development tax
143pursuant to s. 212.0305 shall be considered a high tourism
144impact county. Once a county qualifies as a high tourism impact
145county, it shall retain this designation for the period the tax
146is levied pursuant to this paragraph.
147     3.  The provisions of paragraphs (4)(a)-(d) shall not apply
148to the adoption of the additional tax authorized in this
149paragraph. The effective date of the levy and imposition of the
150tax authorized under this paragraph shall be the first day of
151the second month following approval of the ordinance by the
152governing board or the first day of any subsequent month as may
153be specified in the ordinance. A certified copy of such
154ordinance shall be furnished by the county to the Department of
155Revenue within 10 days after approval of such ordinance.
156     Section 2.  Subsection (4) of section 159.807, Florida
157Statutes, is amended to read:
158     159.807  State allocation pool.--
159     (4)(a)  The state allocation pool shall also be used to
160provide written confirmations for private activity bonds that
161are to be issued by state agencies after June 1, which bonds,
162notwithstanding any other provisions of this part, shall receive
163priority in the use of the pool available at the time the notice
164of intent to issue such bonds is filed with the division.
165     (b)  This subsection does not apply to the Florida Housing
166Finance Corporation:
167     1.  Until its allocation pursuant to s. 159.804(3) has been
168exhausted, is unavailable, or is inadequate to provide an
169allocation pursuant to s. 159.804(3) and any carryforwards of
170volume limitation from prior years for the same carryforward
171purpose, as that term is defined in s. 146 of the Code, as the
172bonds it intends to issue have been completely utilized or have
173expired.
174     2.  Prior to July 1 of any year, when housing bonds for
175which the Florida Housing Finance Corporation has made an
176assignment of its allocation permitted by s. 159.804(3)(c) have
177not been issued.
178     Section 3.  Section 196.1978, Florida Statutes, is amended
179to read:
180     196.1978  Affordable housing property exemption.--
181     (1)  Property used or held for the purpose of providing to
182provide affordable housing serving eligible persons as defined
183by s. 159.603(7) and natural persons or families meeting the
184extremely-low-income, very-low-income, low-income, or moderate-
185income persons meeting income limits specified in s. 420.0004 s.
186420.0004(8), (10), (11), and (15), which property is owned
187entirely by a nonprofit entity that is a corporation not for
188profit, qualified as charitable under s. 501(c)(3) of the
189Internal Revenue Code and in compliance with Rev. Proc. 96-32,
1901996-1 C.B. 717, or a Florida-based limited partnership, the
191sole general partner of which is a corporation not for profit
192which is qualified as charitable under s. 501(c)(3) of the
193Internal Revenue Code and which complies with Rev. Proc. 96-32,
1941996-1 C.B. 717, shall be considered property owned by an exempt
195entity and used for a charitable purpose, and those portions of
196the affordable housing property which provide housing to natural
197persons or families classified as extremely low income, very low
198income, low income, or moderate income under s. 420.0004
199individuals with incomes as defined in s. 420.0004(10) and (15)
200shall be exempt from ad valorem taxation to the extent
201authorized in s. 196.196. All property identified in this
202section shall comply with the criteria for determination of
203exempt status to be applied by property appraisers on an annual
204basis as defined in s. 196.195. The Legislature intends that any
205property owned by a limited liability company or limited
206partnership which is disregarded as an entity for federal income
207tax purposes pursuant to Treasury Regulation 301.7701-
2083(b)(1)(ii) shall be treated as owned by its sole member or sole
209general partner.
210     (2)(a)  The exemption provided in this section shall extend
211to land that is owned by an exempt entity and that is subject to
212a 99-year ground lease for the purpose of providing affordable
213housing.
214     (b)  The exemption provided in this section shall also
215extend to undeveloped property owned by an exempt entity that
216has taken affirmative steps to prepare the property to provide
217affordable housing to eligible persons as defined by this
218section. For purposes of this paragraph, the term "affirmative
219steps" means demonstrating to the property appraiser that
220activities have been initiated that will ensure future use of
221the property for affordable housing, including, but not limited
222to, proposals for property development, preliminary
223environmental or land use permitting activities, site plans or
224architectural plans, site preparation, construction or
225renovation activities, financial plans, or any other activities
226demonstrating that the property will be used to provide
227affordable housing. If affirmative steps have not been taken
228within 5 years, the property appraiser may reject the exempt
229status of the property and reassess it based on other uses.
230     (3)  If there is a change in use or ownership of the
231property that has been granted an exemption such that the
232property owner is no longer entitled to claim the property as an
233affordable rental housing property, or if there is a change in
234the legal or beneficial ownership of the property to an entity
235not qualified for this exemption, the property appraiser shall
236reassess to determine the just valuation of the property
237beginning with the year in which the exemption was granted.
238     (4)  If the exemption is found to have been obtained
239improperly or by fraud or misrepresentation, the total amount of
240taxes, non-ad valorem assessments, and interest for the period
241such exemption was effective becomes due and payable November 1
242of the year in which the change in use or ownership occurs or on
243the date failure to maintain insurance occurs and is delinquent
244on April 1 of the year following the year in which the change in
245use or ownership in subsection (2) occurs.
246     (5)  When the property appraiser discovers that there has
247been a change in the use or ownership of the property that has
248been granted this exemption, the property appraiser shall notify
249the tax collector in writing of the date such change occurs, and
250the tax collector shall collect any taxes, non-ad valorem
251assessments, and interest due or delinquent.
252     Section 4.  Present subsections (25) through (41) of
253section 420.503, Florida Statutes, are redesignated as
254subsections (26) through (42), respectively, and a new
255subsection (25) is added to that section to read:
256     420.503  Definitions.--As used in this part, the term:
257     (25)  "Moderate rehabilitation" means repair or restoration
258of a dwelling unit when the value of such repair or restoration
259is 40 percent or less of the value of the dwelling but not less
260than $10,000 per dwelling unit.
261     Section 5.  Section 420.5061, Florida Statutes, is amended
262to read:
263     420.5061  Transfer of agency assets and liabilities.--The
264corporation is the legal successor in all respects to the
265agency, is obligated to the same extent as the agency under any
266agreements existing on December 31, 1997, and is entitled to any
267rights and remedies previously afforded the agency by law or
268contract, including specifically the rights of the agency under
269chapter 201 and part VI of chapter 159. Effective January 1,
2701998, all references under Florida law to the agency are deemed
271to mean the corporation. The corporation shall transfer to the
272General Revenue Fund an amount which otherwise would have been
273deducted as a service charge pursuant to s. 215.20(1) if the
274Florida Housing Finance Corporation Fund established by s.
275420.508(5), the State Apartment Incentive Loan Fund established
276by s. 420.5087(7), the Florida Homeownership Assistance Fund
277established by s. 420.5088(4), the HOME Investment Partnership
278Fund established by s. 420.5089(1), and the Housing
279Predevelopment Loan Fund established by s. 420.525(1) were each
280trust funds. For purposes of s. 112.313, the corporation is
281deemed to be a continuation of the agency, and the provisions
282thereof are deemed to apply as if the same entity remained in
283place. Any employees of the agency and agency board members
284covered by s. 112.313(9)(a)6. shall continue to be entitled to
285the exemption in that subparagraph, notwithstanding being hired
286by the corporation or appointed as board members of the
287corporation.
288     Section 6.  Subsection (47) is added to section 420.507,
289Florida Statutes, to read:
290     420.507  Powers of the corporation.--The corporation shall
291have all the powers necessary or convenient to carry out and
292effectuate the purposes and provisions of this part, including
293the following powers which are in addition to all other powers
294granted by other provisions of this part:
295     (47)  To develop and administer the Florida Public Housing
296Authority Preservation Grant Program. In developing and
297administering the program, the corporation may:
298     (a)  Develop criteria for determining the priority for
299expending grants to preserve and rehabilitate 30-year and older
300buildings and units under public housing authority control as
301defined in chapter 421.
302     (b)  Adopt rules for the grant program and exercise the
303powers authorized in this section.
304     Section 7.  Paragraphs (c) and (l) of subsection (6) of
305section 420.5087, Florida Statutes, are amended to read:
306     420.5087  State Apartment Incentive Loan Program.--There is
307hereby created the State Apartment Incentive Loan Program for
308the purpose of providing first, second, or other subordinated
309mortgage loans or loan guarantees to sponsors, including for-
310profit, nonprofit, and public entities, to provide housing
311affordable to very-low-income persons.
312     (6)  On all state apartment incentive loans, except loans
313made to housing communities for the elderly to provide for
314lifesafety, building preservation, health, sanitation, or
315security-related repairs or improvements, the following
316provisions shall apply:
317     (c)  The corporation shall provide by rule for the
318establishment of a review committee composed of the department
319and corporation staff and shall establish by rule a scoring
320system for evaluation and competitive ranking of applications
321submitted in this program, including, but not limited to, the
322following criteria:
323     1.  Tenant income and demographic targeting objectives of
324the corporation.
325     2.  Targeting objectives of the corporation which will
326ensure an equitable distribution of loans between rural and
327urban areas.
328     3.  Sponsor's agreement to reserve the units for persons or
329families who have incomes below 50 percent of the state or local
330median income, whichever is higher, for a time period to exceed
331the minimum required by federal law or the provisions of this
332part.
333     4.  Sponsor's agreement to reserve more than:
334     a.  Twenty percent of the units in the project for persons
335or families who have incomes that do not exceed 50 percent of
336the state or local median income, whichever is higher; or
337     b.  Forty percent of the units in the project for persons
338or families who have incomes that do not exceed 60 percent of
339the state or local median income, whichever is higher, without
340requiring a greater amount of the loans as provided in this
341section.
342     5.  Provision for tenant counseling.
343     6.  Sponsor's agreement to accept rental assistance
344certificates or vouchers as payment for rent.
345     7.  Projects requiring the least amount of a state
346apartment incentive loan compared to overall project cost except
347that the share of the loan attributable to units serving
348extremely-low-income persons shall be excluded from this
349requirement.
350     8.  Local government contributions and local government
351comprehensive planning and activities that promote affordable
352housing.
353     9.  Project feasibility.
354     10.  Economic viability of the project.
355     11.  Commitment of first mortgage financing.
356     12.  Sponsor's prior experience.
357     13.  Sponsor's ability to proceed with construction.
358     14.  Projects that directly implement or assist welfare-to-
359work transitioning.
360     15.  Projects that reserve units for extremely-low-income
361persons.
362     16.  Projects that include green building principles,
363storm-resistant construction, or other elements that reduce
364long-term costs relating to maintenance, utilities, or
365insurance.
366     (l)  The proceeds of all loans shall be used for new
367construction, moderate rehabilitation, or substantial
368rehabilitation which creates or preserves affordable, safe, and
369sanitary housing units.
370     Section 8.  Subsection (17) is added to section 420.5095,
371Florida Statutes, to read:
372     420.5095  Community Workforce Housing Innovation Pilot
373Program.--
374     (17)(a)  Funds appropriated by s. 33, chapter 2006-69, Laws
375of Florida, that were awarded but have been declined or returned
376shall be made available for projects that otherwise comply with
377the provisions of this section and that are created to provide
378workforce housing for teachers and instructional personnel
379employed by the school district in the county in which the
380project is located.
381     (b)  Projects shall be given priority for funding when the
382school district provides the property for the project pursuant
383to s. 1001.43.
384     (c)  Projects shall be given priority for funding when the
385public-private partnership includes the school district and a
386national nonprofit organization to provide financial support,
387technical assistance, and training for community-based
388revitalization efforts.
389     (d)  Projects in counties which had a project selected for
390funding that declined or returned funds shall be given priority
391for funding.
392     (e)  Projects shall be selected for funding by requests for
393proposals.
394     Section 9.  Subsection (5) of section 420.615, Florida
395Statutes, is amended to read:
396     420.615  Affordable housing land donation density bonus
397incentives.--
398     (5)  The local government, as part of the approval process,
399shall adopt a comprehensive plan amendment, pursuant to part II
400of chapter 163, for the receiving land that incorporates the
401density bonus. Such amendment shall be deemed by operation of
402law a small scale amendment, shall be subject only to the
403requirements of adopted in the manner as required for small-
404scale amendments pursuant to s. 163.3187(1)(c)2. and 3., is not
405subject to the requirements of s. 163.3184(3)-(11)(3)-(6), and
406is exempt from s. 163.3187(1)(c)1. and the limitation on the
407frequency of plan amendments as provided in s. 163.3187. An
408affected person, as defined in s. 163.3184(1), may file a
409petition for administrative review pursuant to the requirements
410of s. 163.3187(3) to challenge the compliance of an adopted plan
411amendment.
412     Section 10.  Section 420.628, Florida Statutes, is created
413to read:
414     420.628  Affordable housing for children and young adults
415leaving foster care; legislative findings and intent.--
416     (1)  The Legislature finds that there are many young adults
417who, through no fault of their own, live in foster families,
418group homes, and institutions and who face numerous barriers to
419a successful transition to adulthood.
420     (2)  These youth in foster care are among those who may
421enter adulthood without the knowledge, skills, attitudes,
422habits, and relationships that will enable them to be productive
423members of society.
424     (3)  The main barriers to safe and affordable housing for
425youth aging out of the foster care system are cost, lack of
426availability, the unwillingness of many landlords to rent to
427them, and their own lack of knowledge about how to be good
428tenants.
429     (4)  The Legislature also finds that young adults who
430emancipate from the child welfare system are at risk of becoming
431homeless and those who were formerly in foster care are
432disproportionately represented in the homeless population.
433Without the stability of safe housing, all other services,
434training, and opportunities may not be effective.
435     (5)  The Legislature further finds that making affordable
436housing available for young adults who transition from foster
437care decreases their chance of homelessness and may increase
438their ability to live independently in the future.
439     (6)  The Legislature affirms that young adults
440transitioning out of foster care are to be considered eligible
441persons, as defined in ss. 420.503(17) and 420.9071(10), for
442affordable housing purposes and shall be encouraged to
443participate in state, federal, and local affordable housing
444programs.
445     (7)  It is therefore the intent of the Legislature to
446encourage the Florida Housing Finance Corporation, State Housing
447Initiative Partnership Program agencies, local housing finance
448agencies, public housing authorities and their agents,
449developers, and other providers of affordable housing to make
450affordable housing available to youth transitioning out of
451foster care whenever and wherever possible.
452     (8)  The Florida Housing Finance Corporation, State Housing
453Initiative Partnership Program agencies, local housing finance
454agencies, and public housing authorities shall coordinate with
455the Department of Children and Family Services and their agents
456and community-based care providers who are operating pursuant to
457s. 409.1671 to develop and implement strategies and procedures
458designed to increase affordable housing opportunities for young
459adults who are leaving the child welfare system.
460     Section 11.  Subsections (4), (8), (16), and (25) of
461section 420.9071, Florida Statutes, are amended, and subsections
462(29) and (30) are added to that section, to read:
463     420.9071  Definitions.--As used in ss. 420.907-420.9079,
464the term:
465     (4)  "Annual gross income" means annual income as defined
466under the Section 8 housing assistance payments programs in 24
467C.F.R. part 5; annual income as reported under the census long
468form for the recent available decennial census; or adjusted
469gross income as defined for purposes of reporting under Internal
470Revenue Service Form 1040 for individual federal annual income
471tax purposes or as defined by standard practices used in the
472lending industry as detailed in the local housing assistance
473plan and approved by the corporation. Counties and eligible
474municipalities shall calculate income by annualizing verified
475sources of income for the household as the amount of income to
476be received in a household during the 12 months following the
477effective date of the determination.
478     (8)  "Eligible housing" means any real and personal
479property located within the county or the eligible municipality
480which is designed and intended for the primary purpose of
481providing decent, safe, and sanitary residential units that are
482designed to meet the standards of the Florida Building Code or a
483predecessor building code adopted under chapter 553, or
484manufactured housing constructed after June 1994 and installed
485in accordance with mobile home installation standards of the
486Department of Highway Safety and Motor Vehicles, for home
487ownership or rental for eligible persons as designated by each
488county or eligible municipality participating in the State
489Housing Initiatives Partnership Program.
490     (16)  "Local housing incentive strategies" means local
491regulatory reform or incentive programs to encourage or
492facilitate affordable housing production, which include at a
493minimum, assurance that permits as defined in s. 163.3164(7) and
494(8) for affordable housing projects are expedited to a greater
495degree than other projects; an ongoing process for review of
496local policies, ordinances, regulations, and plan provisions
497that increase the cost of housing prior to their adoption; and a
498schedule for implementing the incentive strategies. Local
499housing incentive strategies may also include other regulatory
500reforms, such as those enumerated in s. 420.9076 or those
501recommended by the affordable housing advisory committee in its
502triennial evaluation and adopted by the local governing body.
503     (25)  "Recaptured funds" means funds that are recouped by a
504county or eligible municipality in accordance with the recapture
505provisions of its local housing assistance plan pursuant to s.
506420.9075(5)(h)(g) from eligible persons or eligible sponsors,
507which funds were not used for assistance to an eligible
508household for an eligible activity, when there is a who default
509on the terms of a grant award or loan award.
510     (29)  "Assisted housing" or "assisted housing development"
511means a rental housing development, including rental housing in
512a mixed-use development, that received or currently receives
513funding from any federal or state housing program.
514     (30)  "Preservation" means actions taken to keep rents in
515existing assisted housing affordable for extremely-low-income,
516very-low-income, low-income, and moderate-income households
517while ensuring that the property stays in good physical and
518financial condition for an extended period.
519     Section 12.  Subsection (6) of section 420.9072, Florida
520Statutes, is amended to read:
521     420.9072  State Housing Initiatives Partnership
522Program.--The State Housing Initiatives Partnership Program is
523created for the purpose of providing funds to counties and
524eligible municipalities as an incentive for the creation of
525local housing partnerships, to expand production of and preserve
526affordable housing, to further the housing element of the local
527government comprehensive plan specific to affordable housing,
528and to increase housing-related employment.
529     (6)  The moneys that otherwise would be distributed
530pursuant to s. 420.9073 to a local government that does not meet
531the program's requirements for receipts of such distributions
532shall remain in the Local Government Housing Trust Fund to be
533administered by the corporation pursuant to s. 420.9078.
534     Section 13.  Subsections (1) and (2) of section 420.9073,
535Florida Statutes, are amended, and subsections (5), (6), and (7)
536are added to that section, to read:
537     420.9073  Local housing distributions.--
538     (1)  Distributions calculated in this section shall be
539disbursed on a quarterly or more frequent monthly basis by the
540corporation beginning the first day of the month after program
541approval pursuant to s. 420.9072, subject to availability of
542funds. Each county's share of the funds to be distributed from
543the portion of the funds in the Local Government Housing Trust
544Fund received pursuant to s. 201.15(9) shall be calculated by
545the corporation for each fiscal year as follows:
546     (a)  Each county other than a county that has implemented
547the provisions of chapter 83-220, Laws of Florida, as amended by
548chapters 84-270, 86-152, and 89-252, Laws of Florida, shall
549receive the guaranteed amount for each fiscal year.
550     (b)  Each county other than a county that has implemented
551the provisions of chapter 83-220, Laws of Florida, as amended by
552chapters 84-270, 86-152, and 89-252, Laws of Florida, may
553receive an additional share calculated as follows:
554     1.  Multiply each county's percentage of the total state
555population excluding the population of any county that has
556implemented the provisions of chapter 83-220, Laws of Florida,
557as amended by chapters 84-270, 86-152, and 89-252, Laws of
558Florida, by the total funds to be distributed.
559     2.  If the result in subparagraph 1. is less than the
560guaranteed amount as determined in subsection (3), that county's
561additional share shall be zero.
562     3.  For each county in which the result in subparagraph 1.
563is greater than the guaranteed amount as determined in
564subsection (3), the amount calculated in subparagraph 1. shall
565be reduced by the guaranteed amount. The result for each such
566county shall be expressed as a percentage of the amounts so
567determined for all counties. Each such county shall receive an
568additional share equal to such percentage multiplied by the
569total funds received by the Local Government Housing Trust Fund
570pursuant to s. 201.15(9) reduced by the guaranteed amount paid
571to all counties.
572     (2)  Effective July 1, 1995, Distributions calculated in
573this section shall be disbursed on a quarterly or more frequent
574monthly basis by the corporation beginning the first day of the
575month after program approval pursuant to s. 420.9072, subject to
576availability of funds. Each county's share of the funds to be
577distributed from the portion of the funds in the Local
578Government Housing Trust Fund received pursuant to s. 201.15(10)
579shall be calculated by the corporation for each fiscal year as
580follows:
581     (a)  Each county shall receive the guaranteed amount for
582each fiscal year.
583     (b)  Each county may receive an additional share calculated
584as follows:
585     1.  Multiply each county's percentage of the total state
586population, by the total funds to be distributed.
587     2.  If the result in subparagraph 1. is less than the
588guaranteed amount as determined in subsection (3), that county's
589additional share shall be zero.
590     3.  For each county in which the result in subparagraph 1.
591is greater than the guaranteed amount, the amount calculated in
592subparagraph 1. shall be reduced by the guaranteed amount. The
593result for each such county shall be expressed as a percentage
594of the amounts so determined for all counties. Each such county
595shall receive an additional share equal to this percentage
596multiplied by the total funds received by the Local Government
597Housing Trust Fund pursuant to s. 201.15(10) as reduced by the
598guaranteed amount paid to all counties.
599     (5)  Notwithstanding subsections (1)-(4), the corporation
600is authorized to withhold up to $5 million from the total
601distribution each fiscal year to provide additional funding to
602counties and eligible municipalities in which a state of
603emergency has been declared by the Governor pursuant to chapter
604252. Any portion of such funds not distributed under this
605subsection by the end of the fiscal year shall be distributed as
606provided in this section.
607     (6)  Notwithstanding subsections (1)-(4), the corporation
608is authorized to withhold up to $5 million from the total
609distribution each fiscal year to provide funding to counties and
610eligible municipalities to purchase properties subject to a
611State Housing Initiative Partnership Program lien and on which
612foreclosure proceedings have been initiated by any mortgagee.
613Each county and eligible municipality that receives funds under
614this subsection shall repay such funds to the corporation not
615later than the expenditure deadline for the fiscal year in which
616the funds were awarded. Amounts not repaid shall be withheld
617from the subsequent year's distribution. Any portion of such
618funds not distributed under this subsection by the end of the
619fiscal year shall be distributed as provided in this section.
620     (7)  A county or eligible municipality that receives local
621housing distributions pursuant to this section shall expend
622those funds in accordance with the provisions of ss. 420.907-
623420.9079, corporation rule, and its local housing assistance
624plan.
625     Section 14.  Subsections (1), (3), (5), and (8), paragraphs
626(a) and (h) of subsection (10), and paragraph (b) of subsection
627(13) of section 420.9075, Florida Statutes, are amended, and
628subsection (14) is added to that section, to read:
629     420.9075  Local housing assistance plans; partnerships.--
630     (1)(a)  Each county or eligible municipality participating
631in the State Housing Initiatives Partnership Program shall
632develop and implement a local housing assistance plan created to
633make affordable residential units available to persons of very
634low income, low income, or moderate income and to persons who
635have special housing needs, including, but not limited to,
636homeless people, the elderly, and migrant farmworkers, and
637persons with disabilities. High-cost counties or eligible
638municipalities as defined by rule of the corporation may include
639strategies to assist persons and households having annual
640incomes of not more than 140 percent of area median income. The
641plans are intended to increase the availability of affordable
642residential units by combining local resources and cost-saving
643measures into a local housing partnership and using private and
644public funds to reduce the cost of housing.
645     (b)  Local housing assistance plans may allocate funds to:
646     1.  Implement local housing assistance strategies for the
647provision of affordable housing.
648     2.  Supplement funds available to the corporation to
649provide enhanced funding of state housing programs within the
650county or the eligible municipality.
651     3.  Provide the local matching share of federal affordable
652housing grants or programs.
653     4.  Fund emergency repairs, including, but not limited to,
654repairs performed by existing service providers under
655weatherization assistance programs under ss. 409.509-409.5093.
656     5.  Further the housing element of the local government
657comprehensive plan adopted pursuant to s. 163.3184, specific to
658affordable housing.
659     (3)(a)  Each local housing assistance plan shall include a
660definition of essential service personnel for the county or
661eligible municipality, including, but not limited to, teachers
662and educators, other school district, community college, and
663university employees, police and fire personnel, health care
664personnel, skilled building trades personnel, and other job
665categories.
666     (b)  Each county and each eligible municipality is
667encouraged to develop a strategy within its local housing
668assistance plan that emphasizes the recruitment and retention of
669essential service personnel. The local government is encouraged
670to involve public and private sector employers. Compliance with
671the eligibility criteria established under this strategy shall
672be verified by the county or eligible municipality.
673     (c)  Each county and each eligible municipality is
674encouraged to develop a strategy within its local housing
675assistance plan that addresses the needs of persons who are
676deprived of affordable housing due to the closure of a mobile
677home park or the conversion of affordable rental units to
678condominiums.
679     (d)  Each county and each eligible municipality shall
680describe initiatives in the local housing assistance plan to
681encourage or require innovative design, green building
682principles, storm-resistant construction, or other elements that
683reduce long-term costs relating to maintenance, utilities, or
684insurance.
685     (e)  Each county and each eligible municipality is
686encouraged to develop a strategy within its local housing
687assistance plan that provides program funds for the preservation
688of assisted housing.
689     (5)  The following criteria apply to awards made to
690eligible sponsors or eligible persons for the purpose of
691providing eligible housing:
692     (a)  At least 65 percent of the funds made available in
693each county and eligible municipality from the local housing
694distribution must be reserved for home ownership for eligible
695persons.
696     (b)  At least 75 percent of the funds made available in
697each county and eligible municipality from the local housing
698distribution must be reserved for construction, rehabilitation,
699or emergency repair of affordable, eligible housing.
700     (c)  Not more than 15 percent of the funds made available
701in each county and eligible municipality from the local housing
702distribution may be used for manufactured housing.
703     (d)(c)  The sales price or value of new or existing
704eligible housing may not exceed 90 percent of the average area
705purchase price in the statistical area in which the eligible
706housing is located. Such average area purchase price may be that
707calculated for any 12-month period beginning not earlier than
708the fourth calendar year prior to the year in which the award
709occurs or as otherwise established by the United States
710Department of the Treasury.
711     (e)(d)1.  All units constructed, rehabilitated, or
712otherwise assisted with the funds provided from the local
713housing assistance trust fund must be occupied by very-low-
714income persons, low-income persons, and moderate-income persons
715except as otherwise provided in this section.
716     2.  At least 30 percent of the funds deposited into the
717local housing assistance trust fund must be reserved for awards
718to very-low-income persons or eligible sponsors who will serve
719very-low-income persons and at least an additional 30 percent of
720the funds deposited into the local housing assistance trust fund
721must be reserved for awards to low-income persons or eligible
722sponsors who will serve low-income persons. This subparagraph
723does not apply to a county or an eligible municipality that
724includes, or has included within the previous 5 years, an area
725of critical state concern designated or ratified by the
726Legislature for which the Legislature has declared its intent to
727provide affordable housing. The exemption created by this act
728expires on July 1, 2013 2008.
729     (f)(e)  Loans shall be provided for periods not exceeding
73030 years, except for deferred payment loans or loans that extend
731beyond 30 years which continue to serve eligible persons.
732     (g)(f)  Loans or grants for eligible rental housing
733constructed, rehabilitated, or otherwise assisted from the local
734housing assistance trust fund must be subject to recapture
735requirements as provided by the county or eligible municipality
736in its local housing assistance plan unless reserved for
737eligible persons for 15 years or the term of the assistance,
738whichever period is longer. Eligible sponsors that offer rental
739housing for sale before 15 years or that have remaining
740mortgages funded under this program must give a first right of
741refusal to eligible nonprofit organizations for purchase at the
742current market value for continued occupancy by eligible
743persons.
744     (h)(g)  Loans or grants for eligible owner-occupied housing
745constructed, rehabilitated, or otherwise assisted from proceeds
746provided from the local housing assistance trust fund shall be
747subject to recapture requirements as provided by the county or
748eligible municipality in its local housing assistance plan.
749     (i)(h)  The total amount of monthly mortgage payments or
750the amount of monthly rent charged by the eligible sponsor or
751her or his designee must be made affordable.
752     (j)(i)  The maximum sales price or value per unit and the
753maximum award per unit for eligible housing benefiting from
754awards made pursuant to this section must be established in the
755local housing assistance plan.
756     (k)(j)  The benefit of assistance provided through the
757State Housing Initiatives Partnership Program must accrue to
758eligible persons occupying eligible housing. This provision
759shall not be construed to prohibit use of the local housing
760distribution funds for a mixed income rental development.
761     (l)(k)  Funds from the local housing distribution not used
762to meet the criteria established in paragraph (a) or paragraph
763(b) or not used for the administration of a local housing
764assistance plan must be used for housing production and finance
765activities, including, but not limited to, financing
766preconstruction activities or the purchase of existing units,
767providing rental housing, and providing home ownership training
768to prospective home buyers and owners of homes assisted through
769the local housing assistance plan.
770     1.  Notwithstanding the provisions of paragraphs (a) and
771(b), program income as defined in s. 420.9071(24) may also be
772used to fund activities described in this paragraph.
773     2.  When preconstruction due diligence activities conducted
774as part of a preservation strategy show that preservation of the
775units is not feasible and will not result in the production of
776an eligible unit, such costs shall be deemed a program expense
777rather than an administrative expense if such program expenses
778do not exceed 3 percent of the annual local housing
779distribution.
780     3.  If both an award under the local housing assistance
781plan and federal low-income housing tax credits are used to
782assist a project and there is a conflict between the criteria
783prescribed in this subsection and the requirements of s. 42 of
784the Internal Revenue Code of 1986, as amended, the county or
785eligible municipality may resolve the conflict by giving
786precedence to the requirements of s. 42 of the Internal Revenue
787Code of 1986, as amended, in lieu of following the criteria
788prescribed in this subsection with the exception of paragraphs
789(a) and (e) (d) of this subsection.
790     4.  Each county and each eligible municipality may award
791funds as a grant for construction, rehabilitation, or repair as
792part of disaster recovery or emergency repairs or to remedy
793accessibility or health and safety deficiencies. Any other
794grants must be approved as part of the local housing assistance
795plan.
796     (8)  Pursuant to s. 420.531, the corporation shall provide
797training and technical assistance to local governments regarding
798the creation of partnerships, the design of local housing
799assistance strategies, the implementation of local housing
800incentive strategies, and the provision of support services.
801     (10)  Each county or eligible municipality shall submit to
802the corporation by September 15 of each year a report of its
803affordable housing programs and accomplishments through June 30
804immediately preceding submittal of the report. The report shall
805be certified as accurate and complete by the local government's
806chief elected official or his or her designee. Transmittal of
807the annual report by a county's or eligible municipality's chief
808elected official, or his or her designee, certifies that the
809local housing incentive strategies, or, if applicable, the local
810housing incentive plan, have been implemented or are in the
811process of being implemented pursuant to the adopted schedule
812for implementation. The report must include, but is not limited
813to:
814     (a)  The number of households served by income category,
815age, family size, and race, and data regarding any special needs
816populations such as farmworkers, homeless persons, persons with
817disabilities, and the elderly. Counties shall report this
818information separately for households served in the
819unincorporated area and each municipality within the county.
820     (h)  Such other data or affordable housing accomplishments
821considered significant by the reporting county or eligible
822municipality or by the corporation.
823     (13)
824     (b)  If, as a result of its review of the annual report,
825the corporation determines that a county or eligible
826municipality has failed to implement a local housing incentive
827strategy, or, if applicable, a local housing incentive plan, it
828shall send a notice of termination of the local government's
829share of the local housing distribution by certified mail to the
830affected county or eligible municipality.
831     1.  The notice must specify a date of termination of the
832funding if the affected county or eligible municipality does not
833implement the plan or strategy and provide for a local response.
834A county or eligible municipality shall respond to the
835corporation within 30 days after receipt of the notice of
836termination.
837     2.  The corporation shall consider the local response that
838extenuating circumstances precluded implementation and grant an
839extension to the timeframe for implementation. Such an extension
840shall be made in the form of an extension agreement that
841provides a timeframe for implementation. The chief elected
842official of a county or eligible municipality or his or her
843designee shall have the authority to enter into the agreement on
844behalf of the local government.
845     3.  If the county or the eligible municipality has not
846implemented the incentive strategy or entered into an extension
847agreement by the termination date specified in the notice, the
848local housing distribution share terminates, and any uncommitted
849local housing distribution funds held by the affected county or
850eligible municipality in its local housing assistance trust fund
851shall be transferred to the Local Government Housing Trust Fund
852to the credit of the corporation to administer pursuant to s.
853420.9078.
854     4.a.  If the affected local government fails to meet the
855timeframes specified in the agreement, the corporation shall
856terminate funds. The corporation shall send a notice of
857termination of the local government's share of the local housing
858distribution by certified mail to the affected local government.
859The notice shall specify the termination date, and any
860uncommitted funds held by the affected local government shall be
861transferred to the Local Government Housing Trust Fund to the
862credit of the corporation to administer pursuant to s. 420.9078.
863     b.  If the corporation terminates funds to a county, but an
864eligible municipality receiving a local housing distribution
865pursuant to an interlocal agreement maintains compliance with
866program requirements, the corporation shall thereafter
867distribute directly to the participating eligible municipality
868its share calculated in the manner provided in s. 420.9072.
869     c.  Any county or eligible municipality whose local
870distribution share has been terminated may subsequently elect to
871receive directly its local distribution share by adopting the
872ordinance, resolution, and local housing assistance plan in the
873manner and according to the procedures provided in ss. 420.907-
874420.9079.
875     (14)  If the corporation determines that a county or
876eligible municipality has expended program funds for an
877ineligible activity, the corporation shall require such funds to
878be repaid to the local housing assistance trust fund. Such
879repayment may not be made with funds from State Housing
880Initiatives Partnership Program funds.
881     Section 15.  Paragraph (h) of subsection (2), subsections
882(5) and (6), and paragraph (a) of subsection (7) of section
883420.9076, Florida Statutes, are amended to read:
884     420.9076  Adoption of affordable housing incentive
885strategies; committees.--
886     (2)  The governing board of a county or municipality shall
887appoint the members of the affordable housing advisory committee
888by resolution. Pursuant to the terms of any interlocal
889agreement, a county and municipality may create and jointly
890appoint an advisory committee to prepare a joint plan. The
891ordinance adopted pursuant to s. 420.9072 which creates the
892advisory committee or the resolution appointing the advisory
893committee members must provide for 11 committee members and
894their terms. The committee must include:
895     (h)  One citizen who actively serves on the local planning
896agency pursuant to s. 163.3174. If the local planning agency is
897comprised of the county or municipality commission, the
898commission may appoint a designee who is knowledgeable in the
899local planning process.
900
901If a county or eligible municipality whether due to its small
902size, the presence of a conflict of interest by prospective
903appointees, or other reasonable factor, is unable to appoint a
904citizen actively engaged in these activities in connection with
905affordable housing, a citizen engaged in the activity without
906regard to affordable housing may be appointed. Local governments
907that receive the minimum allocation under the State Housing
908Initiatives Partnership Program may elect to appoint an
909affordable housing advisory committee with fewer than 11
910representatives if they are unable to find representatives who
911meet the criteria of paragraphs (a)-(k).
912     (5)  The approval by the advisory committee of its local
913housing incentive strategies recommendations and its review of
914local government implementation of previously recommended
915strategies must be made by affirmative vote of a majority of the
916membership of the advisory committee taken at a public hearing.
917Notice of the time, date, and place of the public hearing of the
918advisory committee to adopt its evaluation and final local
919housing incentive strategies recommendations must be published
920in a newspaper of general paid circulation in the county. The
921notice must contain a short and concise summary of the
922evaluation and local housing incentives strategies
923recommendations to be considered by the advisory committee. The
924notice must state the public place where a copy of the
925evaluation and tentative advisory committee recommendations can
926be obtained by interested persons. The final report, evaluation,
927and recommendations shall be submitted to the corporation.
928     (6)  Within 90 days after the date of receipt of the
929evaluation and local housing incentive strategies
930recommendations from the advisory committee, the governing body
931of the appointing local government shall adopt an amendment to
932its local housing assistance plan to incorporate the local
933housing incentive strategies it will implement within its
934jurisdiction. The amendment must include, at a minimum, the
935local housing incentive strategies required under s.
936420.9071(16). The local government must consider the strategies
937specified in paragraphs (4)(a)-(k) as recommended by the
938advisory committee.
939     (7)  The governing board of the county or the eligible
940municipality shall notify the corporation by certified mail of
941its adoption of an amendment of its local housing assistance
942plan to incorporate local housing incentive strategies. The
943notice must include a copy of the approved amended plan.
944     (a)  If the corporation fails to receive timely the
945approved amended local housing assistance plan to incorporate
946local housing incentive strategies, a notice of termination of
947its share of the local housing distribution shall be sent by
948certified mail by the corporation to the affected county or
949eligible municipality. The notice of termination must specify a
950date of termination of the funding if the affected county or
951eligible municipality has not adopted an amended local housing
952assistance plan to incorporate local housing incentive
953strategies. If the county or the eligible municipality has not
954adopted an amended local housing assistance plan to incorporate
955local housing incentive strategies by the termination date
956specified in the notice of termination, the local distribution
957share terminates; and any uncommitted local distribution funds
958held by the affected county or eligible municipality in its
959local housing assistance trust fund shall be transferred to the
960Local Government Housing Trust Fund to the credit of the
961corporation to administer the local government housing program
962pursuant to s. 420.9078.
963     Section 16.  Section 420.9078, Florida Statutes, is
964repealed.
965     Section 17.  Section 420.9079, Florida Statutes, is amended
966to read:
967     420.9079  Local Government Housing Trust Fund.--
968     (1)  There is created in the State Treasury the Local
969Government Housing Trust Fund, which shall be administered by
970the corporation on behalf of the department according to the
971provisions of ss. 420.907-420.9076 420.907-420.9078 and this
972section. There shall be deposited into the fund a portion of the
973documentary stamp tax revenues as provided in s. 201.15, moneys
974received from any other source for the purposes of ss. 420.907-
975420.9076 420.907-420.9078 and this section, and all proceeds
976derived from the investment of such moneys. Moneys in the fund
977that are not currently needed for the purposes of the programs
978administered pursuant to ss. 420.907-420.9076 420.907-420.9078
979and this section shall be deposited to the credit of the fund
980and may be invested as provided by law. The interest received on
981any such investment shall be credited to the fund.
982     (2)  The corporation shall administer the fund exclusively
983for the purpose of implementing the programs described in ss.
984420.907-420.9076 420.907-420.9078 and this section. With the
985exception of monitoring the activities of counties and eligible
986municipalities to determine local compliance with program
987requirements, the corporation shall not receive appropriations
988from the fund for administrative or personnel costs. For the
989purpose of implementing the compliance monitoring provisions of
990s. 420.9075(9), the corporation may request a maximum of one-
991quarter of 1 percent of the annual appropriation per state
992fiscal year. When such funding is appropriated, the corporation
993shall deduct the amount appropriated prior to calculating the
994local housing distribution pursuant to ss. 420.9072 and
995420.9073.
996     Section 18.  Subsection (12) of section 1001.43, Florida
997Statutes, is amended to read:
998     1001.43  Supplemental powers and duties of district school
999board.--The district school board may exercise the following
1000supplemental powers and duties as authorized by this code or
1001State Board of Education rule.
1002     (12)  AFFORDABLE HOUSING.--A district school board may use
1003portions of school sites purchased within the guidelines of the
1004State Requirements for Educational Facilities, land deemed not
1005usable for educational purposes because of location or other
1006factors, or land declared as surplus by the board to provide
1007sites for affordable housing for teachers and other district
1008personnel and, in areas of critical state concern, for other
1009essential services personnel as defined by local affordable
1010housing eligibility requirements, independently or in
1011conjunction with other agencies as described in subsection (5).
1012     Section 19.  This act shall take effect July 1, 2008.


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