1 | A bill to be entitled |
2 | An act relating to the Florida Industrial Development |
3 | Corporation; repealing provisions of chapter 289, F.S., |
4 | relating to the Florida Industrial Development |
5 | Corporation; amending ss. 212.08, 220.183, 220.62, |
6 | 440.491, and 658.67, F.S.; deleting references to conform |
7 | to changes made by the act; providing an effective date. |
8 |
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9 | Be It Enacted by the Legislature of the State of Florida: |
10 |
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11 | Section 1. Sections 289.011, 289.021, 289.031, 289.041, |
12 | 289.051, 289.061, 289.071, 289.081, 289.091, 289.101, 289.111, |
13 | 289.121, 289.131, 289.141, 289.151, 289.161, 289.171, 289.181, |
14 | 289.191, and 289.201, Florida Statutes, are repealed. |
15 | Section 2. Paragraph (p) of subsection (5) of section |
16 | 212.08, Florida Statutes, is amended to read: |
17 | 212.08 Sales, rental, use, consumption, distribution, and |
18 | storage tax; specified exemptions.-The sale at retail, the |
19 | rental, the use, the consumption, the distribution, and the |
20 | storage to be used or consumed in this state of the following |
21 | are hereby specifically exempt from the tax imposed by this |
22 | chapter. |
23 | (5) EXEMPTIONS; ACCOUNT OF USE.- |
24 | (p) Community contribution tax credit for donations.- |
25 | 1. Authorization.-Persons who are registered with the |
26 | department under s. 212.18 to collect or remit sales or use tax |
27 | and who make donations to eligible sponsors are eligible for tax |
28 | credits against their state sales and use tax liabilities as |
29 | provided in this paragraph: |
30 | a. The credit shall be computed as 50 percent of the |
31 | person's approved annual community contribution. |
32 | b. The credit shall be granted as a refund against state |
33 | sales and use taxes reported on returns and remitted in the 12 |
34 | months preceding the date of application to the department for |
35 | the credit as required in sub-subparagraph 3.c. If the annual |
36 | credit is not fully used through such refund because of |
37 | insufficient tax payments during the applicable 12-month period, |
38 | the unused amount may be included in an application for a refund |
39 | made pursuant to sub-subparagraph 3.c. in subsequent years |
40 | against the total tax payments made for such year. Carryover |
41 | credits may be applied for a 3-year period without regard to any |
42 | time limitation that would otherwise apply under s. 215.26. |
43 | c. A person may not receive more than $200,000 in annual |
44 | tax credits for all approved community contributions made in any |
45 | one year. |
46 | d. All proposals for the granting of the tax credit |
47 | require the prior approval of the Office of Tourism, Trade, and |
48 | Economic Development. |
49 | e. The total amount of tax credits which may be granted |
50 | for all programs approved under this paragraph, s. 220.183, and |
51 | s. 624.5105 is $10.5 million annually for projects that provide |
52 | homeownership opportunities for low-income or very-low-income |
53 | households as defined in s. 420.9071(19) and (28) and $3.5 |
54 | million annually for all other projects. |
55 | f. A person who is eligible to receive the credit provided |
56 | for in this paragraph, s. 220.183, or s. 624.5105 may receive |
57 | the credit only under the one section of the person's choice. |
58 | 2. Eligibility requirements.- |
59 | a. A community contribution by a person must be in the |
60 | following form: |
61 | (I) Cash or other liquid assets; |
62 | (II) Real property; |
63 | (III) Goods or inventory; or |
64 | (IV) Other physical resources as identified by the Office |
65 | of Tourism, Trade, and Economic Development. |
66 | b. All community contributions must be reserved |
67 | exclusively for use in a project. As used in this sub- |
68 | subparagraph, the term "project" means any activity undertaken |
69 | by an eligible sponsor which is designed to construct, improve, |
70 | or substantially rehabilitate housing that is affordable to low- |
71 | income or very-low-income households as defined in s. |
72 | 420.9071(19) and (28); designed to provide commercial, |
73 | industrial, or public resources and facilities; or designed to |
74 | improve entrepreneurial and job-development opportunities for |
75 | low-income persons. A project may be the investment necessary to |
76 | increase access to high-speed broadband capability in rural |
77 | communities with enterprise zones, including projects that |
78 | result in improvements to communications assets that are owned |
79 | by a business. A project may include the provision of museum |
80 | educational programs and materials that are directly related to |
81 | any project approved between January 1, 1996, and December 31, |
82 | 1999, and located in an enterprise zone designated pursuant to |
83 | s. 290.0065. This paragraph does not preclude projects that |
84 | propose to construct or rehabilitate housing for low-income or |
85 | very-low-income households on scattered sites. With respect to |
86 | housing, contributions may be used to pay the following eligible |
87 | low-income and very-low-income housing-related activities: |
88 | (I) Project development impact and management fees for |
89 | low-income or very-low-income housing projects; |
90 | (II) Down payment and closing costs for eligible persons, |
91 | as defined in s. 420.9071(19) and (28); |
92 | (III) Administrative costs, including housing counseling |
93 | and marketing fees, not to exceed 10 percent of the community |
94 | contribution, directly related to low-income or very-low-income |
95 | projects; and |
96 | (IV) Removal of liens recorded against residential |
97 | property by municipal, county, or special district local |
98 | governments when satisfaction of the lien is a necessary |
99 | precedent to the transfer of the property to an eligible person, |
100 | as defined in s. 420.9071(19) and (28), for the purpose of |
101 | promoting home ownership. Contributions for lien removal must be |
102 | received from a nonrelated third party. |
103 | c. The project must be undertaken by an "eligible |
104 | sponsor," which includes: |
105 | (I) A community action program; |
106 | (II) A nonprofit community-based development organization |
107 | whose mission is the provision of housing for low-income or |
108 | very-low-income households or increasing entrepreneurial and |
109 | job-development opportunities for low-income persons; |
110 | (III) A neighborhood housing services corporation; |
111 | (IV) A local housing authority created under chapter 421; |
112 | (V) A community redevelopment agency created under s. |
113 | 163.356; |
114 | (VI) The Florida Industrial Development Corporation; |
115 | (VI)(VII) A historic preservation district agency or |
116 | organization; |
117 | (VII)(VIII) A regional workforce board; |
118 | (VIII)(IX) A direct-support organization as provided in s. |
119 | 1009.983; |
120 | (IX)(X) An enterprise zone development agency created |
121 | under s. 290.0056; |
122 | (X)(XI) A community-based organization incorporated under |
123 | chapter 617 which is recognized as educational, charitable, or |
124 | scientific pursuant to s. 501(c)(3) of the Internal Revenue Code |
125 | and whose bylaws and articles of incorporation include |
126 | affordable housing, economic development, or community |
127 | development as the primary mission of the corporation; |
128 | (XI)(XII) Units of local government; |
129 | (XII)(XIII) Units of state government; or |
130 | (XIII)(XIV) Any other agency that the Office of Tourism, |
131 | Trade, and Economic Development designates by rule. |
132 |
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133 | In no event may a contributing person have a financial interest |
134 | in the eligible sponsor. |
135 | d. The project must be located in an area designated an |
136 | enterprise zone or a Front Porch Florida Community pursuant to |
137 | s. 20.18(6), unless the project increases access to high-speed |
138 | broadband capability for rural communities with enterprise zones |
139 | but is physically located outside the designated rural zone |
140 | boundaries. Any project designed to construct or rehabilitate |
141 | housing for low-income or very-low-income households as defined |
142 | in s. 420.9071(19) and (28) is exempt from the area requirement |
143 | of this sub-subparagraph. |
144 | e.(I) If, during the first 10 business days of the state |
145 | fiscal year, eligible tax credit applications for projects that |
146 | provide homeownership opportunities for low-income or very-low- |
147 | income households as defined in s. 420.9071(19) and (28) are |
148 | received for less than the annual tax credits available for |
149 | those projects, the Office of Tourism, Trade, and Economic |
150 | Development shall grant tax credits for those applications and |
151 | shall grant remaining tax credits on a first-come, first-served |
152 | basis for any subsequent eligible applications received before |
153 | the end of the state fiscal year. If, during the first 10 |
154 | business days of the state fiscal year, eligible tax credit |
155 | applications for projects that provide homeownership |
156 | opportunities for low-income or very-low-income households as |
157 | defined in s. 420.9071(19) and (28) are received for more than |
158 | the annual tax credits available for those projects, the office |
159 | shall grant the tax credits for those applications as follows: |
160 | (A) If tax credit applications submitted for approved |
161 | projects of an eligible sponsor do not exceed $200,000 in total, |
162 | the credits shall be granted in full if the tax credit |
163 | applications are approved. |
164 | (B) If tax credit applications submitted for approved |
165 | projects of an eligible sponsor exceed $200,000 in total, the |
166 | amount of tax credits granted pursuant to sub-sub-sub- |
167 | subparagraph (A) shall be subtracted from the amount of |
168 | available tax credits, and the remaining credits shall be |
169 | granted to each approved tax credit application on a pro rata |
170 | basis. |
171 | (II) If, during the first 10 business days of the state |
172 | fiscal year, eligible tax credit applications for projects other |
173 | than those that provide homeownership opportunities for low- |
174 | income or very-low-income households as defined in s. |
175 | 420.9071(19) and (28) are received for less than the annual tax |
176 | credits available for those projects, the office shall grant tax |
177 | credits for those applications and shall grant remaining tax |
178 | credits on a first-come, first-served basis for any subsequent |
179 | eligible applications received before the end of the state |
180 | fiscal year. If, during the first 10 business days of the state |
181 | fiscal year, eligible tax credit applications for projects other |
182 | than those that provide homeownership opportunities for low- |
183 | income or very-low-income households as defined in s. |
184 | 420.9071(19) and (28) are received for more than the annual tax |
185 | credits available for those projects, the office shall grant the |
186 | tax credits for those applications on a pro rata basis. |
187 | 3. Application requirements.- |
188 | a. Any eligible sponsor seeking to participate in this |
189 | program must submit a proposal to the Office of Tourism, Trade, |
190 | and Economic Development which sets forth the name of the |
191 | sponsor, a description of the project, and the area in which the |
192 | project is located, together with such supporting information as |
193 | is prescribed by rule. The proposal must also contain a |
194 | resolution from the local governmental unit in which the project |
195 | is located certifying that the project is consistent with local |
196 | plans and regulations. |
197 | b. Any person seeking to participate in this program must |
198 | submit an application for tax credit to the office which sets |
199 | forth the name of the sponsor, a description of the project, and |
200 | the type, value, and purpose of the contribution. The sponsor |
201 | shall verify the terms of the application and indicate its |
202 | receipt of the contribution, which verification must be in |
203 | writing and accompany the application for tax credit. The person |
204 | must submit a separate tax credit application to the office for |
205 | each individual contribution that it makes to each individual |
206 | project. |
207 | c. Any person who has received notification from the |
208 | office that a tax credit has been approved must apply to the |
209 | department to receive the refund. Application must be made on |
210 | the form prescribed for claiming refunds of sales and use taxes |
211 | and be accompanied by a copy of the notification. A person may |
212 | submit only one application for refund to the department within |
213 | any 12-month period. |
214 | 4. Administration.- |
215 | a. The Office of Tourism, Trade, and Economic Development |
216 | may adopt rules pursuant to ss. 120.536(1) and 120.54 necessary |
217 | to administer this paragraph, including rules for the approval |
218 | or disapproval of proposals by a person. |
219 | b. The decision of the office must be in writing, and, if |
220 | approved, the notification shall state the maximum credit |
221 | allowable to the person. Upon approval, the office shall |
222 | transmit a copy of the decision to the Department of Revenue. |
223 | c. The office shall periodically monitor all projects in a |
224 | manner consistent with available resources to ensure that |
225 | resources are used in accordance with this paragraph; however, |
226 | each project must be reviewed at least once every 2 years. |
227 | d. The office shall, in consultation with the Department |
228 | of Community Affairs and the statewide and regional housing and |
229 | financial intermediaries, market the availability of the |
230 | community contribution tax credit program to community-based |
231 | organizations. |
232 | 5. Expiration.-This paragraph expires June 30, 2015; |
233 | however, any accrued credit carryover that is unused on that |
234 | date may be used until the expiration of the 3-year carryover |
235 | period for such credit. |
236 | Section 3. Paragraph (c) of subsection (2) of section |
237 | 220.183, Florida Statutes, is amended to read: |
238 | 220.183 Community contribution tax credit.- |
239 | (2) ELIGIBILITY REQUIREMENTS.- |
240 | (c) The project must be undertaken by an "eligible |
241 | sponsor," defined here as: |
242 | 1. A community action program; |
243 | 2. A nonprofit community-based development organization |
244 | whose mission is the provision of housing for low-income or |
245 | very-low-income households or increasing entrepreneurial and |
246 | job-development opportunities for low-income persons; |
247 | 3. A neighborhood housing services corporation; |
248 | 4. A local housing authority, created pursuant to chapter |
249 | 421; |
250 | 5. A community redevelopment agency, created pursuant to |
251 | s. 163.356; |
252 | 6. The Florida Industrial Development Corporation; |
253 | 6.7. An historic preservation district agency or |
254 | organization; |
255 | 7.8. A regional workforce board; |
256 | 8.9. A direct-support organization as provided in s. |
257 | 1009.983; |
258 | 9.10. An enterprise zone development agency created |
259 | pursuant to s. 290.0056; |
260 | 10.11. A community-based organization incorporated under |
261 | chapter 617 which is recognized as educational, charitable, or |
262 | scientific pursuant to s. 501(c)(3) of the Internal Revenue Code |
263 | and whose bylaws and articles of incorporation include |
264 | affordable housing, economic development, or community |
265 | development as the primary mission of the corporation; |
266 | 11.12. Units of local government; |
267 | 12.13. Units of state government; or |
268 | 13.14. Such other agency as the Office of Tourism, Trade, |
269 | and Economic Development may, from time to time, designate by |
270 | rule. |
271 |
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272 | In no event shall a contributing business firm have a financial |
273 | interest in the eligible sponsor. |
274 | Section 4. Subsection (1) of section 220.62, Florida |
275 | Statutes, is amended to read: |
276 | 220.62 Definitions.-For purposes of this part: |
277 | (1) The term "bank" means a bank holding company |
278 | registered under the Bank Holding Company Act of 1956 of the |
279 | United States, 12 U.S.C. ss. 1841-1849, as amended, or a bank or |
280 | trust company incorporated and doing business under the laws of |
281 | the United States (including laws relating to the District of |
282 | Columbia), of any state, or of any territory, a substantial part |
283 | of the business of which consists of receiving deposits and |
284 | making loans and discounts or of exercising fiduciary powers |
285 | similar to those permitted to national banks under authority of |
286 | the Comptroller of the Currency and which is subject by law to |
287 | supervision and examination by state, territorial, or federal |
288 | authority having supervision over banking institutions. The term |
289 | "bank" also includes any banking association, corporation, or |
290 | other similar organization organized and operated under the laws |
291 | of any foreign country, which banking association, corporation, |
292 | or other organization is also operating in this state pursuant |
293 | to chapter 663, and further includes any corporation organized |
294 | under chapter 289. |
295 | Section 5. Paragraph (b) of subsection (5) of section |
296 | 440.491, Florida Statutes, is amended to read: |
297 | 440.491 Reemployment of injured workers; rehabilitation.- |
298 | (5) MEDICAL CARE COORDINATION AND REEMPLOYMENT SERVICES.- |
299 | (b) If the rehabilitation provider concludes that training |
300 | and education are necessary to return the employee to suitable |
301 | gainful employment, or if the employee has not returned to |
302 | suitable gainful employment within 180 days after referral for |
303 | reemployment services or receives $2,500 in reemployment |
304 | services, whichever comes first, the carrier must discontinue |
305 | reemployment services and refer the employee to the department |
306 | for a vocational evaluation. Notwithstanding any provision of |
307 | chapter 289 or chapter 627, the cost of a reemployment |
308 | assessment and the first $2,500 in reemployment services to an |
309 | injured employee must not be treated as loss adjustment expense |
310 | for workers' compensation ratemaking purposes. |
311 | Section 6. Subsection (4) of section 658.67, Florida |
312 | Statutes, is amended to read: |
313 | 658.67 Investment powers and limitations.-A bank may |
314 | invest its funds, and a trust company may invest its corporate |
315 | funds, subject to the following definitions, restrictions, and |
316 | limitations: |
317 | (4) INVESTMENTS SUBJECT TO LIMITATION OF TEN PERCENT OR |
318 | LESS OF CAPITAL ACCOUNTS.- |
319 | (a) Up to 10 percent of the capital accounts of the |
320 | purchasing bank or trust company may be used to invest in any |
321 | single issue of industrial development bonds issued for the |
322 | benefit of a specified corporation. |
323 | (b) Up to an aggregate of 10 percent of the capital |
324 | accounts of the purchasing bank or trust company may be used to |
325 | invest in tax lien certificates. |
326 | (c) Up to 5 percent of the capital accounts of the |
327 | purchasing bank or trust company may be used to invest in or |
328 | purchase bonds or other evidences of indebtedness of the State |
329 | of Israel. |
330 | (d) Up to 2 percent of the capital accounts of the |
331 | purchasing bank or trust company may be used to invest in the |
332 | stock of a community corporation organized to promote the |
333 | physical, social, or moral well-being of the members of the |
334 | community where the bank or trust company is located. |
335 | (e) Up to 1 percent of the capital accounts of the |
336 | purchasing bank or trust company may be used to invest in the |
337 | stock of the Florida Industrial Development Corporation. |
338 | (e)(f) Up to 1 percent of the capital accounts of the |
339 | purchasing bank or trust company may be used to invest in the |
340 | stock of the Housing Development Corporation of Florida. The |
341 | purchasing bank or trust company may thereafter deal in the |
342 | securities or other evidences of debt of such corporation as |
343 | provided for in chapter 420. |
344 | (f)(g) Up to 10 percent of the capital accounts of a bank |
345 | or trust company may be invested in any capital participation |
346 | instrument or evidence of indebtedness issued by the Florida |
347 | Black Business Investment Board pursuant to the Florida Small |
348 | and Minority Business Assistance Act. |
349 | Section 7. This act shall take effect July 1, 2011. |