| 1 | A bill to be entitled |
| 2 | An act relating to senior services; providing a |
| 3 | definition; authorizing each county to create an |
| 4 | independent special district by ordinance to provide |
| 5 | funding for services for seniors; requiring approval by a |
| 6 | majority vote of electors to annually levy ad valorem |
| 7 | taxes; requiring the district to comply with statutory |
| 8 | requirements related to levying and fixing millage and |
| 9 | filing financial or compliance reports; providing for the |
| 10 | dissolution of the district; creating a governing council |
| 11 | for the district; specifying criteria for membership to |
| 12 | the council; providing terms of office; requiring the |
| 13 | council members to serve without compensation; specifying |
| 14 | the powers and functions of the council; requiring the |
| 15 | council to appoint a chair and vice chair and elect other |
| 16 | officers, identify and assess the needs of seniors, |
| 17 | provide training and orientation to new members of the |
| 18 | council, make and adopt bylaws and rules for the council's |
| 19 | operation and governance, and provide an annual report to |
| 20 | the county governing body; authorizing two or more |
| 21 | districts to enter into cooperative agreements; requiring |
| 22 | the council to maintain minutes of each meeting; requiring |
| 23 | the council to prepare a tentative annual budget and |
| 24 | compute a millage rate to fund the district; requiring |
| 25 | that all tax moneys collected be paid directly to the |
| 26 | council by the county tax collector and be deposited in |
| 27 | qualified public depositories; requiring certain members |
| 28 | to file a surety bond; specifying expenditures of funds; |
| 29 | requiring the council to prepare and file quarterly |
| 30 | financial reports with the county governing body; |
| 31 | prohibiting the council from requiring certain matching |
| 32 | funds; providing legislative intent with respect to the |
| 33 | use of funds collected by the council; providing a |
| 34 | directive to the Division of Statutory Revision; providing |
| 35 | an effective date. |
| 36 |
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| 37 | Be It Enacted by the Legislature of the State of Florida: |
| 38 |
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| 39 | Section 1. Services for seniors; special district.-- |
| 40 | (1) DEFINITION.--As used in this section, the term |
| 41 | "senior" means a person who is at least 60 years of age. |
| 42 | (2) SPECIAL DISTRICT.--Each county may, by ordinance, |
| 43 | create an independent special district, as defined in ss. |
| 44 | 189.403 and 200.001, Florida Statutes, to provide countywide |
| 45 | funding for senior services. The boundaries of such district |
| 46 | must be coterminous with the boundaries of the county. |
| 47 | (a) Upon adoption of the ordinance creating the district, |
| 48 | the levy of ad valorem taxes at a rate not to exceed 0.5 mills |
| 49 | of assessed valuation of all properties subject to ad valorem |
| 50 | taxes within the county, which will be used to fund the |
| 51 | district, must be placed on the ballot by the governing body of |
| 52 | the county enacting the ordinance, and shall take effect if |
| 53 | approved by a majority of the electors of the county voting in a |
| 54 | referendum held for such purpose. The ballot for the referendum |
| 55 | must conform to the requirements of s. 101.161, Florida |
| 56 | Statutes. |
| 57 | (b) A district created under this section shall: |
| 58 | 1. Levy and fix millage as provided in s. 200.065, Florida |
| 59 | Statutes. |
| 60 | 2. Maintain the same fiscal year as the county. |
| 61 | 3. Comply with all other statutory requirements of general |
| 62 | application which relate to the filing of any financial or |
| 63 | compliance reports required under part III of chapter 218, |
| 64 | Florida Statutes, or any other report or documentation required |
| 65 | by law, including the requirements of ss. 189.415, 189.417, and |
| 66 | 189.418, Florida Statutes. |
| 67 | (c) The district may be dissolved by a special act of the |
| 68 | Legislature, or the county governing body may, by ordinance, |
| 69 | dissolve the district subject to approval by a majority of the |
| 70 | electors in the county voting on the issue. A district may also |
| 71 | be dissolved pursuant to s. 189.4042, Florida Statutes. Before |
| 72 | dissolving a district, the county shall obligate itself to |
| 73 | assume the debts, liabilities, contracts, and outstanding |
| 74 | obligations of the district within the total millage available |
| 75 | to the county for all county and municipal purposes as provided |
| 76 | under s. 9, Article VII of the State Constitution. |
| 77 | (d) This section does not prohibit a county from |
| 78 | exercising such power as is provided by general or special law |
| 79 | to provide or fund services for seniors. |
| 80 | (3) COUNCIL MEMBERSHIP.-- |
| 81 | (a) The district shall be governed by a 10-member council |
| 82 | consisting of: |
| 83 | 1. Four permanent positions representing: |
| 84 | a. The executive director of the area agency on aging, or |
| 85 | a designee who is a director of senior programs in the county. |
| 86 | b. The county director of social services, or a designee |
| 87 | who is a director of services for the elderly. |
| 88 | c. The director of the Adult Services Program at the |
| 89 | Department of Children and Family Services, or a designee. |
| 90 | d. The statewide services administrator at the Department |
| 91 | of Health, or a designee who may be the senior administrator of |
| 92 | the county health department. |
| 93 | 2. Two members appointed for 2-year terms by a majority of |
| 94 | the county governing body, one of whom shall represent the board |
| 95 | of county commissioners and one of whom shall be the county |
| 96 | representative of the Florida League of Cities. |
| 97 | 3. Four members appointed by the Governor and |
| 98 | representing, to the greatest extent possible, the cultural |
| 99 | diversity of the county's population, of which at least one |
| 100 | member is 60 years of age or older. All members appointed by the |
| 101 | Governor must have been residents of the county during the |
| 102 | previous 24 months. |
| 103 | a. Three names shall be submitted for each appointment to |
| 104 | the Governor by the county governing body. The Governor shall |
| 105 | make a selection within 45 days following receipt or request a |
| 106 | new list of candidates. |
| 107 | b. The appointees shall be appointed to 4-year terms and |
| 108 | may be reappointed for one additional term of office. The length |
| 109 | of the terms of the initial appointees shall be adjusted to |
| 110 | stagger the terms. |
| 111 | c. The Governor may remove any of his or her appointees |
| 112 | for cause or upon the written petition of the county governing |
| 113 | body. If any council member appointed by the Governor resigns, |
| 114 | dies, or is removed from office, the vacancy shall be filled by |
| 115 | the Governor, using the same method as the original appointment, |
| 116 | and the new member shall be appointed for the remainder of the |
| 117 | unexpired term. |
| 118 | (b) Members of the council shall serve without |
| 119 | compensation. |
| 120 | (4) COUNCIL DUTIES.-- |
| 121 | (a) The council shall: |
| 122 | 1. Immediately after the members are appointed, elect a |
| 123 | chair and vice chair from among its members and elect other |
| 124 | officers as deemed necessary by the council. |
| 125 | 2. Immediately after the officers are elected, identify |
| 126 | and assess the needs of seniors within the county and submit a |
| 127 | written report to the county governing body which describes: |
| 128 | a. The activities, services, and opportunities that will |
| 129 | be provided to seniors. |
| 130 | b. The manner in which seniors will be served, including a |
| 131 | description of arrangements and agreements that will be made |
| 132 | with community organizations, state and local educational |
| 133 | agencies, federal agencies, public assistance agencies, the |
| 134 | court system, guardianship groups, and other applicable public |
| 135 | and private agencies and organizations. |
| 136 | c. The anticipated schedule for providing those |
| 137 | activities, services, and opportunities. |
| 138 | d. The special outreach efforts that will be undertaken to |
| 139 | provide services to seniors who are at risk, abused, neglected, |
| 140 | or ailing. |
| 141 | e. The manner in which the council will seek and obtain |
| 142 | funding for unmet needs. |
| 143 | f. The strategy for interagency coordination in order to |
| 144 | maximize existing human and fiscal resources. |
| 145 | 3. Provide training and orientation to all new members to |
| 146 | allow them to perform their duties. |
| 147 | 4. Make and adopt bylaws and rules for the council's |
| 148 | guidance, operation, governance, and maintenance which are |
| 149 | consistent with applicable federal or state laws or county |
| 150 | ordinances. |
| 151 | 5. Provide an annual written report, to be presented no |
| 152 | later than January 1, to the county governing body. At a |
| 153 | minimum, the annual report must include: |
| 154 | a. Information on the effectiveness of activities, |
| 155 | services, and programs offered by the district, including, but |
| 156 | not limited to, cost-effectiveness. |
| 157 | b. A detailed anticipated budget for the continuation of |
| 158 | activities, services, and programs offered by the district and a |
| 159 | list of all sources of funding. |
| 160 | c. Procedures used for the early identification of at-risk |
| 161 | seniors who need additional or continued services, and methods |
| 162 | for ensuring that the additional or continued services are |
| 163 | received. |
| 164 | d. A description of the degree to which the district's |
| 165 | objectives and activities are meeting the goals of this section. |
| 166 | e. Detailed information on the district's various |
| 167 | programs, services, and activities available to seniors. |
| 168 | f. Information on district programs, services, and |
| 169 | activities that should be eliminated; programs, services, and |
| 170 | activities that should be continued; and programs, services, and |
| 171 | activities that should be added to the basic responsibilities of |
| 172 | the district. |
| 173 | (b) The council may: |
| 174 | 1. Provide and maintain in the county the preventive, |
| 175 | developmental, treatment, rehabilitative, and other services for |
| 176 | seniors which the council determines are needed for the general |
| 177 | welfare of such persons. |
| 178 | 2. Allocate and provide funds to other county agencies |
| 179 | that operate for the benefit of seniors. |
| 180 | 3. Collect information and statistical data and conduct |
| 181 | research and assessments that are helpful to the council and the |
| 182 | county in determining the needs of seniors in the county. |
| 183 | 4. Consult and coordinate with other agencies providing |
| 184 | services dedicated to the welfare of seniors in order to prevent |
| 185 | the duplication of services. |
| 186 | 5. Seek grants from state, federal, and local agencies and |
| 187 | accept donations from all sources. |
| 188 | 6. Lease or buy real estate, equipment, and personal |
| 189 | property and construct buildings as needed to carry out the |
| 190 | powers, functions, and duties of the district, except that such |
| 191 | purchases may not be made or buildings constructed unless paid |
| 192 | for with cash on hand or secured by funds deposited in a |
| 193 | financial institution. |
| 194 | 7. Employ, pay, and provide benefits for any part-time or |
| 195 | full-time personnel needed to carry out the powers, functions, |
| 196 | and duties of the district. |
| 197 | (c) Two or more districts may enter into a cooperative |
| 198 | agreement to: |
| 199 | 1. Share administrative costs, including staff and office |
| 200 | space, if a more efficient or effective operation will result. |
| 201 | The cooperative agreement must include provisions for |
| 202 | apportioning costs between the districts, keeping separate and |
| 203 | distinct financial records for each district, and resolving any |
| 204 | conflicts that might arise under the agreement. |
| 205 | 2. Seek grants, accept donations, or jointly fund programs |
| 206 | serving multicounty areas. The cooperative agreement must |
| 207 | include provisions for the adequate accounting of separate and |
| 208 | joint funds. |
| 209 | (d) The council shall maintain minutes of each meeting, |
| 210 | including a record of all votes cast, and shall make such |
| 211 | minutes available to any interested person. |
| 212 | (5) DISTRICT BUDGET.-- |
| 213 | (a) On or before July 1 of each year, the council shall, |
| 214 | pursuant to s. 189.418, Florida Statutes, prepare a tentative |
| 215 | annual budget of the district's expected income and |
| 216 | expenditures, including a contingency fund. In addition, the |
| 217 | council shall compute a proposed millage rate, not to exceed 0.5 |
| 218 | mills of assessed value, as necessary to fund the tentative |
| 219 | budget. The council must comply with the requirements of s. |
| 220 | 200.065, Florida Statutes. |
| 221 | (b) After the district's budget is certified and delivered |
| 222 | to the county governing body, the budget may not be changed or |
| 223 | modified by the governing body or any other authority. |
| 224 | (c) As soon after collection as is reasonably practicable, |
| 225 | all taxes collected under this section shall be paid directly to |
| 226 | the district by the county's revenue-collection entity. |
| 227 | (d) All moneys received by the district must be deposited |
| 228 | in qualified public depositories, as defined in s. 280.02, |
| 229 | Florida Statutes, with separate and distinguishable accounts |
| 230 | established specifically for the district, and may be withdrawn |
| 231 | only by checks signed by the chair of the council and |
| 232 | countersigned by one other member of the council or by a chief |
| 233 | executive officer authorized by the council. |
| 234 | 1. Upon taking office, the chair and the other member of |
| 235 | the council or chief executive officer authorized to sign checks |
| 236 | shall each file a surety bond in the sum of at least $1,000 for |
| 237 | each $1 million, or portion of such amount, of the district's |
| 238 | annual budget, which shall be conditioned upon the faithful |
| 239 | discharge of the duties of his or her office. The premium on |
| 240 | such bond may be paid by the district as part of the expenses of |
| 241 | the council. Other members of the council are not required to |
| 242 | give bond or other security. |
| 243 | 2. Funds of the district may not be expended except by |
| 244 | check, except for expenditures of up to $100, which may be made |
| 245 | from a petty cash account. All expenditures from petty cash must |
| 246 | be recorded on the books and records of the council. District |
| 247 | funds, except expenditures from petty cash, may not be expended |
| 248 | without prior approval of the council, in addition to the |
| 249 | budgeting of such funds. |
| 250 | (e) Within 10 business days after the expiration of each |
| 251 | annual quarter, the council shall prepare and file with the |
| 252 | county governing body a financial report that includes: |
| 253 | 1. The council's total expenditures for the quarter. |
| 254 | 2. The council's total receipts during the quarter. |
| 255 | 3. A statement of the funds the council has on hand, has |
| 256 | invested, or has deposited at the end of the quarter. |
| 257 | 4. The council's total administrative costs for the |
| 258 | quarter. |
| 259 | (f) The council may not require any service provider to |
| 260 | provide additional matching funds as a condition of providing |
| 261 | district services or programs to seniors. |
| 262 | (g) It is the intent of the Legislature that the funds |
| 263 | collected pursuant to this section be used to support |
| 264 | improvements in services for seniors and that such funds not be |
| 265 | used as a substitute for existing resources or for resources |
| 266 | that would otherwise be available for such services. |
| 267 | Section 2. The Division of Statutory Revision is requested |
| 268 | to place the provisions of section 1 of this act in part V of |
| 269 | chapter 125, Florida Statutes, and to appropriately retitle that |
| 270 | part. |
| 271 | Section 3. This act shall take effect July 1, 2010. |