HomeMy WebLinkAboutR-98-0753J-98-790
7/21 /98
RESOLUTION NO. 9 O r� J
A RESOLUTION CERTIFYING THAT THE HOMELESS ASSISTANCE
CENTER, LOCATED AT 1550 N. MIAMI AVENUE, MIAMI, FLORIDA,
WHICH PROVIDES HOUSING AND SERVICES TO HOMELESS, LOW
INCOME PERSONS IS CONSISTENT WITH THE CITY'S LOCAL
PLANS AND REGULATIONS.
BE IT RESOLVED BY THE COMMISSION OF THE CITY OF MIAMI, FLORIDA:
Section 1. The Miami City Commission hereby certifies that the Homeless
Assistance Center, located at 1550 N. Miami Avenue, Miami, Florida, which provides
housing and services to homeless, low income persons is consistent with the City's local
plans and regulations.
Section 2. This Resolution shall become effective immediately upon its adoption
and signature of the Mayor.,
PASSED AND ADOPTED this 21stday of July , 1998.
In accordance with Miami Code Sec.- J A o��r.' of
this legislation by signing it in the designated place provided, said
ATTEST: becomes effective with the elapse of ten (10) days from the date of Cornmissicri
regarding same, without the Mayor exe _ is' a �o.,,�
�;4�
WALTER J. FOE ,CITY, CLERK Walter J , City Clark
APPRO� AS 0 F RM AND CORRECTNESS:
TTORNEY
805:CSK
CITY COMMISSION
MEETING OF
J U L 2 1 1998
Rwolation No.
98-- 753
CITY OF MIAMI, FLORIDA
INTER -OFFICE MEMORANDUM
TO: The Honorable Mayor and Members DATE July 21, 1998 FILE
of the C}ty" o fission
SUBJECT Pocket Item
FROM: Wlfr o (Willy) Gort REFERENCES:
Commissioner ENCLOSURES:
I would like to bring up as a pocket item on the July 21, 1998, Commission Meeting a
proposal from the Community Partnership for Homeless, Inc.. A proposal to have the
Homeless Assistance Center located at 1550 N. Miami Avenue designated as a
qualified project under the State of Florida Community Contribution Tax Credit
program.
Thank you for your cooperation.
WG/kk
DATA/CPH-PI
cc: Donald Warshaw, Interim City Manager
Alejandro Vilarello, City Attorney
Walter Foeman, City Clerk
98- 753
MEMORANDUM
BY TELECOPY
AND MESSENGER
TO: Commissioner Willy Gort
City of Miami
FROM: Lynn B. Lewis
RE: Community Partnership for Homeless, Inc.: Proposal to Have
1550 N. Miami Avenue Homeless Assistance Center Designated as
a Qualified Project under the State of Florida Community
Contribution Tax Credit Program
DATE: July 15, 1998
Commissioner:
This memo synopsizes the matter I mentioned to you yesterday,
about which CPHI requests you advance a City Commission Resolution
at the Commission's July 21 meeting. The specific Resolution
needed is one wherein the Miami City Commission will certify that
the Homeless Assistance Center located at 1515 N. Miami Avenue in
the City of Miami, at which housing and services are provided to
low income, homeless persons and prioritized for Miami's homeless,
is consistent with the City's local plans and regulations.
If the Commission adopts such a Resolution, it will become a
part of CPHI's application to the State of Florida under the
Community Contribution Tax Incentive Program. The Program, in
brief, affords tax incentives against state (as opposed to local or
ad valorem) taxes for private corporate donors to CPHI. This, in
turn, incentizes the donation of private sector funds to entities
that provide housing for low income persons.
Willy, CPHI knows that you are well -aware from the Commission,
from your position on the Homeless Trust Board and from your
frequent visits to the N. Miami Avenue HAC that this facility
provides decent housing to Miami's homeless citizens. CPHI has
served over 7,700 persons since our October 1995 opening and of
these, over 57% or 4,200 people have moved on to better lives, off
the streets. You also are well -aware that our design and our
operation conform to the City's CDMP and Zoning.
We are attaching to this memo, copies of background materials
that may assist you and your fellow Commissioners in adopting the
Resolution requested. The enclosures are:
98- '753
LYNN B. LSNIS, PBOPESSIONAL ASSOCL►TION • SUITE 280, 1390 BHICSBLL AvnNUE, MIAMI, FL08IDA 33131 • Tin- 305-374-0148
11
Commissioner Willy Gort
July 15, 1998
Page 2
1. Project Narrative for 1550 N. Miami Avenue Homeless
Assistance Center.
2. Copy of Miami -Dade County Commission Resolution No. R-
880-96, wherein the County Commission unanimously
certified CPHI's South Dade Homeless Assistance Center,
for comparable approval under the State of Florida
Program.
3. August 5, 1996 letter to CPHI from the Office of the
Governor, qualifying CPHI and the South Dade facility as
eligible under the Community Contribution Tax Credit
Program. Also attached is a copy of the May 27, 1997
renewal letter.
4. A copy of §220.183 Fla. Stat (1997), which is the
legislation enabling the Program.
Community Partnership for Homeless greatly appreciates your
continued consideration. I will telephone you on this in the next
day or so.
Enclosures
cc: Alvah H. Chapman, Jr., Chairman
98- '753
LYNN B. T.BWIB, P3&oFEs8I0NAL ASSOCIATION • SVITB 280, 1390 BBICYBLL AvzNva, Mimu, FLoazne 33131 • TEL 305-374-0148
PROJECT APPLICATION
COMMUNITY CONTRIBUTION TAX CREDIT PROGRAM
PROJECT NARRATIVE
MIAMI HOMELESS ASSISTANCE CENTER PROJECT TO HOUSE THE
HOMELESS
SPONSOR
Community Partnership for Homeless, Inc. (CPHI) is a not -for -profit corporation
organized under the laws of the State of Florida. Donations to CPHI are deductible for
federal tax income purposes since the company has qualified under Section 501(c)(3) of
the Internal Revnue Code. CPHI is not a private foundation.
CPHI's mission and purpose is to assist homeless individuals, who are, by definition, low
income persons, attain residential, financial and personal stability and self-sufficiency by
providing such persons with immediate housing and services such as education, job
training and placement and other services by which to overcome obstacles that preclude
their employability in the community. CPHI's specific goals include the siting,
construction and operation of up to three Homeless Assistance Centers throughout Dade
County, Florida in which homeless persons are and will be housed and served by CPHI.
HISTORY AND DEVELOPMENT
CPHI was formed in 1993 to site, build and operate up to three Homeless Assistance
Centers that provide immediate housing and services to Dade County's homeless as part
of a Dade County -wide initiative on behalf of the homeless. CPHI is led by a
community -based board representing the professional, provider, banking, developer,
business, civic and religious communities.
CPHI began building and program development in 1993. It initially received residents at
the first Homeless Assistance Center, located at 1550 North Miami Avenue in the City of
Miami, on October 18, 1995. The Center provides housing for up to 350 low income
persons who are homeless and who lack the resources to secure safe, affordable housing.
In addition, the Center offers an array of services to meet residents' immediate needs as
well as to assist residents in developing life and job skills so as to become employable.
From October, 1995 through January, 1998, over 6,000 homeless persons have resided at
the Center.
Construction of a second Homeless Assistance Center to provide housing and an array of
supportive services for the homeless on a 75 acre site located at the former Homestead
Air Force Base is underway and is scheduled to commence operations in September 1998
9 8 - 753
(the "South Dade Project'). The South Dade Project will provide housing and services for
up to 300 homeless persons. CPHI, as project sponsor, and the South Dade Project was
deemed eligible to participate in the Community Contribution Tax Credit Program
(Project #CC-1315-C) on August 5, 1996 and were re -certified on May 27, 1997.
ELIGIBILITY FOR HOUSING
Persons who reside at the Homeless Assistance Center must be identified as "homeless"
as that term is employed by the Miami -Dade County Homeless Trust, the municipal
entity responsible for the implementation and oversight of the Miami -Dade County
Community Homeless Plan (Miami -Dade County Ordinance No. 0-94-66). The definition
of "homeless person" as applied to homeless housing programs supported by Miami -
Dade County is consistent with the term "low income person" as set forth in the
Community Contribution Tax Credit Program regulations as well as with the term
"person of low income" as set forth in the Florida Housing Authorities Law.
Individuals and families who are considered "homeless," as that term is employed by the
Miami -Dade County Homeless Trust, are those persons "sleeping in places not fit for
humans to live, i.e. on the streets, in cars, parks, etc.; sleeping in homeless shelters; or
about to sleep in one of the above places because they are being evicted/discharged and
have no resources and support with which to obtain housing." A person is considered
homeless if such person lacks the resources to secure safe, affordable housing and,
without any assistance, would be living on the streets or in a shelter. This definition
conforms with that found in the Stewart B. McKinney Homeless Assistance Act and is
consistent with guidelines distributed by the U.S. Department of Housing and Urban
Development. 42 U.S.C. § 11302.
The homeless population of Miami -Dade County are "low income person[s]" as that term
is defined in the regulatory language of the Community Contribution Tax Credit Program
and the statutory language of the Florida Housing Authorities Law. "Low income
person" under the Community Contribution Tax Credit Program means "one or more
natural persons or family, not including students, whose total annual household income
does not exceed 80 percent of the median annual adjusted gross income for households
within the state, or 80 percent of the median annual adjusted gross income for households
within the metropolitan statistical area (MSA)." Dept. of Commerce Rule 8E-17.001(16).
According to the Bureau of Economic and Business Research, the median annual
adjusted gross income for households within Miami -Dade County is approximately
$22,845. (BEBR, 1995). The term "person of low income" as set forth in Florida
Housing Authorities Law means "persons or families who lack the amount of income
which is necessary [, as determined by the authority undertaking the housing project,] to
enable them, without financial assistance, to live in decent, safe and sanitary dwellings,
without overcrowding." § 421.03(10) F.S.
98- '7b3
PROPOSED MIAMI HOMELESS PROJECT
CPHI began operations of its first Homeless Assistance Center ("Center") at 1550 North
Miami Avenue in the City of Miami on October 18, 1995. This housing and services
facility is located in a state -designated enterprise zone. Since that date, the Homeless
Assistance Center has housed over 6,000 low income persons who are homeless and
without resources to secure safe and affordable housing.
The Center provides temporary housing for up to 350 homeless persons. In addition, the
Center offers an array of services to meet residents' immediate needs as well as to assist
residents in developing life and job skills so as to become employable. Case management
services are provided to assist residents in establishing short-term and long-term goals
towards achieving self-sufficiency. Opportunities such as adult education and vocational
training, life skills instruction, employability assessment, job training and placement
services, and child care are made available at the Center. Such opportunities are provided
on -site by Dade County Public Schools, Florida Departments of Children and Families
and of Labor and Employment Security, the United States Department of Veterans
Affairs and the YWCA of Greater Miami, Inc. In addition, the Center houses a primary
health care clinic, operated by the Health Foundation of South Florida, Inc.
The Center substantially improves the condition of low income persons in the state -
designated enterprise zone in the City of Miami who are homeless and without the
resources to secure safe and affordable housing by providing them with immediate
housing in a safe and stable environment. Program resources offered on -site assist such
low income persons in obtaining the life and job skills necessary to obtaining long-term
employment and, thus, residential and financial stability. In addition, the presence of the
Center has greatly improved the surrounding neighborhood in terms of appearance and
safety, contributing to an environment attractive to small business and further economic
development.
TYPES OF CONTRIBUTIONS SOUGHT AND INTENDED USES:
CPHI is seeking cash, property and goods. Such contributions will be applied to capital
costs and will not be used to pay administrative or operational costs of CPHI.
98- 753
Age Item No. 3(A)(74)
7-1.- ,6
RESOLUTION NO. R-880-96
RESOLUTION CERTIFYING THAT THE HOMELESS
ASSISTANCE CENTER TO BE LOCATED AT FORMER
HOMESTEAD AIR FORCE BASE AND DEVELOPED
BY COMMUNITY PARTNERSHIP FOR HOMELESS, rNC.,
FOR PROVISION OF HOUSING AND SERVICES TO HOMELESS,
LOW INCOME PERSONS IS CONSISTENT WITH LOCAL
PLANS AND REGULATIONS
WHEREAS, this Board desires to accomplish the purposes outlined in the
accompanying memorandum, a copy of which is incorporated herein by reference,
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF DADE COUNTY, FLORIDA, that this Board hereby certifies,
that pursuant to Florida Statutes Sections 220.183(5)(a) and 624.5105 (5)(a) the proposed
housing development project for homeless, low income persons to be located on former
Homestead Air Force Base property in the southern portion of Dade County and to be
developed by the Community Partnership for Homeless, Inc. is consistent with local plans
and regulations.
The foregoing resolution was offered by CommissionerAl exander Penel as who
moved its adoption. The motion was seconded by Commissioner Mi quel Di az de 1 a Porti 11 a
and upon being put to a vote, the vote was as follows:
James Burke
aye
Miguel Diaz de la Portilla
aye
Betty T. Ferguson
aye
Maurice A. Ferre
aye
Bruce Kaplan
aye
Gwen Margolis
aye
Natacha S. Milian
aye
Dennis C. Moss
aye
Alexander Penela_s
aye
Pedro Reboredo
aye
Katy Sorenson
aye
Javier D. Souto
aye
Arthur E. Teele, Jr. absent,
.Z 98- 753
Agenda Item No. 3 (A) (7 4 )
Page No. 2
The Chairperson thereupon declared the resolution duly passed and adopted
this 16th day of July, 1996.
Approved by County Attome
to form and legal sufficiency. m—Z
DADE COUNTY, FLORIDA
BY ITS BOARD OF COUNTY
COMMISSIONERS
HARV 1T- Rtd %i9 -CLERK
1u� L�
� �a
By.
-Ore. e..*'
Deputy Clerk
3 9$- 753
a
.x
STATE OF FLORIDA )
SS:
COUNTY OF DADE )
1, HARVEY RliV1N, Clerk of the Circuit Court in and for Dade County,
Florida, and Ex-Officio Clerk of the Board of County Ccnmissioners of said
County, DO HEREBY CERTIFY that the above and foregoing is a true and correct
copy of Resolution No. R-880-96 adopted by the said board
of County Ccmnissioners at its meeting held on July 16 19 96
this
IN WITNESS MkERRECF,
I have hereunto
set my hand and official
seal on
19th day of
July
A.D. 19
96
HARVEY RUVI N, Clerk
Board of County Ccmnissioners
Dade County, Florida
P.1 MINi
L '
Deputy-
Board of County CoTTnissioners
Dade County, Florida
CLK/CT 587 3/93
r 753
10THEQ� STATE OF FLORIDA
of `matzo Gavernor
••� ion
CAPITOL
TALLAHASSEE. FLORIDA 32399-0001
LAWTON CHILES
GOVERNOR
August 5, 1996
Ms. Lynn Summers
Executive Director
Community Partnership for Homeless, Inc.
1550 North Miami Avenue
Miami, Florida 33136
Dear Ms. Summers:
It is my pleasure to inform you that Community Partnership for Homeless, Inc. and its South Dade project
submitted to this Office for approval under the provisions of the Community Improvement Act of 1980,
have been deemed eligible to participate in the Community Contribution Tax Credit Program. Your project
has been assigned number CC-1315-C.
Approval of your project allows businesses, who make eligible contributions to your project, a potential
tax credit equal to 50% of the value of their contribution against their Florida Corporate Income Tax. This
approval also allows insurers, who make contributions to your project, a potential tax credit equal to 50%
of the value of their contribution against their Florida Insurance Premium Tax.
In order for businesses to receive credit for their donations, they must comply with provisions of Rule
8E-17, Florida Administrative Code (F.A.C.). The business making the donation must submit Form
8E-17TAC#01 (Application For A Community Contribution Tax Credit) and all required documentation
to the Department in order to receive an approval letter and be eligible for a tax credit. Credits will be
approved on a first -come, first -served basis pursuant to 8E-17.008(4), F.A.C.
Pursuant to Rule 8E-17.009, F.A.C., your project is approved for the state fiscal year
1996-97 (July 1, 1996 - June 30, 1997). This project must be recertified (Form 8E-17ASR#01) prior to
June 20, 1997, in order to continue soliciting community contributions after June 30, 1997.
Any questions by the sponsor or contributor should be made prior to making a donation. These questions
should be addressed to Burt Von Hoff at 904/487-2568. I wish you success in your efforts and hope the
Community Contribution Tax Credit Program will benefit your project.
Sincerely,
Dennis W. Harmon, Director
Office of Tourism, Trade and Economic Development
DH/bv
9 8 -- ar"
STATE OF FLORIDA
(O i.CE of t'P (lifter ar
0VWmaTHE CAPITOL
TALLAHASSEE. FLORIDA 32399-0001
LAWTON CHn.ES
GOVERNOR
May 27, 1997
Ms. Lynn M. Summers
Executive Director
Community Partnership for Homeless, Inc.
1550 North Miami Avenue
Miami, Florida 33136
Dear Ms. Summers:
The Office of Tourism, Trade and Economic Development (OTTED) has received your request
for recertification of your agency and project number CC-1315-C under the provisions of the
Community Improvement Act of 1980. We have reviewed your request and found it acceptable.
Your project is hereby recertified for the period of July 1, 1997 through June 30, 1998 to
participate in the Community Contribution Tax Credit Program. Recertification of your agency
and project allows businesses, who make eligible contributions for your project, a potential tax
credit equal to 50% of the value of contribution against their Florida Corporate Income Tax or
Florida Insurance Premium Tax.
Each sponsor recertified under this program is subject to the provisions of section 220.183(6)(c),
Florida Statutes, which allow OTTED to monitor all projects to ensure that donations are utilized
in accordance with Florida Statutes. Such monitoring may include, but not limited to, on -site
visits of agencies and review of fiscal records documenting receipts and use of donations.
If you have any questions or require additional information, please contact Burt Von Hoff at
904/487-2568. We wish you continued success in your revitalization efforts and hope the
Community Contribution Tax Credit Program will benefit your -project.
Sincerely,
Dennis W. Harmon
Director
Office of Tourism, Trade and Economic Development
DWH/bv
98 - 753
s" 220r 181 - 1996 SUPPLEMENT TO FLORIDA' 'UTES 1995 s. 220.183
;e zone jobs credit, g
'1 the governing body
3ency having jurisdicF
sere the business is
it which includes: 0
)r whom this credit is
d place of residence
he identifying number
o the enterprise zone
a. ,,
address of each per.
including, for each
enterprise zone, the
cant to s. 290.0065 to
)mployee resides.
the business.
iigned pursuant to s,
in which the eligible
paid to each new
3 small business as
.r receipt of an appli-
rprise zone develop-
lication to determine
ired pursuant to sub -
at out in this section.
311 certify all applica-
•equired pursuant to
a set out in this sec-
` applicable, the gov-
3rtify if 20 percent of
-esidents of an enter -
id part-time employ-
riting, and a copy of
ed to the executive
enue. The business
1 a certified applica-
i of the taxpayer to
satisfaction of the
rements of this act.
on, the term "month"
:he time period from
3ponding day of the
is no corresponding
the last day of the
mended return for a
amount of credit or
section in excess of
ness on its original
)visions of this sub -
the amount of credit
mended return due
aviously carried for-
mal return or any eli-
)(c).
ned this credit shall
the provision of s.
;inning employment
his subsection shall
not apply when a corporation converts to an S corpora -
.on for purposes of compliance with the Internal Reve-
� e Code of 1986, as amended; however, no corporation
sh I be allowed the benefit of this credit and the credit
and S. 212.096 either for the same new employee or
forth same taxable year. In addition, such a corporation
shall ndt be allowed any credit under s. 212.096 until it
has filea\notice of its intent to change its status for tax
purposesnd until its final return under this chapter for
the taxabl year prior to such change has been filed.
(8)(a) Ank person who fraudulently claims this credit
is liable for repayment of the credit, plus a mandatory
penalty in the Wriount of 200 percent of the credit, plus
interest at the r*e provided in s. 220.807, and commits
a felony of the thXd degree, punishable as provided in
s. 775.082, s. 775. 83, or s. 775.084.
(b) Any person ho makes an underpayment of tax
as a result of a Bros y overstated claim for this credit
is guilty of a felony o the third degree, punishable as
provided in S. 775.082, 775.083, or s. 775.084. For pur-
poses of this paragrap , a grossly overstated claim
means a claim in an amodot in excess of 100 percent of
the amount of credit allow ble under this section.
(9) The provisions of thi section, except paragraph
(1)(c) and subsection (8), s II expire and be void on
June 30, 2005, and no businesashall be allowed to begin
claiming such enterprise zone I s credit after that date;
however, the expiration of this section shall not affect
the operation of any credit for *hich a business has
qualified under this section prior to dune 30, 2005, or any
carryforward of unused credit amc nts as provided in
paragraph (1)(c).
NW".-ss. 3,6, ch. 80-247; s. 22, ch. 81-167; s. 4, .82-119;s.20,ch. 83-55,
s. 39, ch. 84-356; s. 35. ch. 85�0; s. 56, ch. 86-152; s. , ch. 87-6; ss. 17, 30, ch.
88-201; s. 93, ch. 91-112; s. 27, ch. 92-320; s. 51, ch. 136; s. 18. ch. 96-320.
A. Section 56(1), ch. 94-136, provides that '[n]otwiths ing any other law to
the contrary, any business which has hired any new em as, as defined in s.
220.03(1xq), Florida Statutes (1993), on or before June 30, 1 for which a credit
may be claimed under s. 220.181, Florida Statutes (1993), and wages attar June
30, 1994, for any creditable month under s. 220.181, Florida Sl utea (1993), shall
be entitled to apply for, qualify for, and avail itself of the credit u r s. 220.181, Flor-
ida Statutes (1993), as if that section remained in effect, unaffected other sections
of this act, until such time as the business has received the maximu credit allowed
pursuant to a. 220.181. Florida Statutes (1993), as it existed on JuA 30, 1994. No
business may receive a credit pursuant to this paragraph for any eiiployee hired
after April 1, 1994'
B. Section 121, ch. 96-M, provides that:
'(1) Notwithstanding the provisions of sections 212.096. 220.03 xq), and
220.181, Florida Statutes, which require that new employees must have hired
after July 1, 1995, in order for a business to be eligible for the enterprise z sales
tax and corporate tax credits, an employee who is hired after January 1, 1 , may
be defined as a 'new employee' for purposes of such tax credits.
'(2) This section applies only to any business located within an area the was
designated as a state enterprise zone before December 31, 1994, and was su
quenty, redesignated or received a designation as a state enterprise zone on y
1, 1995. lf the employing business transferred for employment within an anterpn
zone, at least 100 full-time employees from a location outside this state betw
January 1, 1995. and July 1, 1995.
"(3) Notwithstanding section 220.181(6), Florida Statutes, any business that is
eligible to receive a tax credit pursuant to this section must submit an application
Pursuant to sections 212.096 and 220.181, Florida Statutes, within 4 months after
the effective date of this act. All other requirements of sections 212.096 and 220.181,
Florida Statutes, apply to such a business.'
220.183 Community contribution tax credit,
(1) LEGISLATIVE FINDINGS. -The Legislature finds
that:
(a) There exist in the counties and municipalities
conditions of blight evidenced by extensive deteriora-
tion of public and private facilities, abandonment of
sound structures, and high unemployment which condi-
tions impede the conservation and development of
healthy, safe, and economically viable communities.
(b) Deterioration of housing and industrial, commer-
cial, and public facilities contributes to the decline of
neighborhoods and communities and leads to the loss
of their historic character and the sense of community
which this inspires; reduces the value of property com-
prising the tax base of local communities; discourages
private investment; and requires a disproportionate
expenditure of public funds for the social services,
unemployment benefits, and police protection required
to combat the social and economic problems found in
slum communities.
(c) In order to ultimately restore social and economic
viability to enterprise zones, it is necessary to renovate
or construct new housing, water and sewer infrastruc-
ture, and transportation facilities and to specifically pro-
vide mechanisms to attract and encourage private eco-
nomic activity.
(d) The various local governments and other rede-
velopment organizations now undertaking physical revi-
talization projects are limited by tightly constrained bud-
gets and inadequate resources.
(e) In order to significantly improve revitalization
efforts by local governments and community develop-
ment organizations and to retain as much of the historic
character of our communities as possible, it is necessary
to provide additional resources, and the participation of
private enterprise in revitalization efforts is an effective
means for accomplishing that goal.
(2) POLICY AND PURPOSE. -It is the policy of this
state to encourage the participation of private corpora-
tions in revitalization projects undertaken by public
redevelopment organizations. The purpose of this sec-
tion is to provide an incentive for such participation by
granting partial state income tax credits to corporations
that contribute resources to public redevelopment orga-
nizations for the revitalization of enterprise zones for the
benefit of low-income and moderate -income persons or
to preserve existing historically significant properties
within enterprise zones to the greatest extent possible.
The Legislature thus declares this a public purpose for
which public money may be borrowed, expended,
loaned, and granted.
(3) AUTHORIZATION TO GRANT COMMUNITY
CONTRIBUTION TAX CREDITS; LIMITATIONS ON INDI-
VIDUAL CREDITS AND PROGRAM SPENDING. -
(a) Beginning July 1, 1995, there shall be allowed a
credit of 50 percent of a community contribution against
any tax due for a taxable year under this chapter.
. (b) No business firm shall receive more than
$200,000 in annual tax credits for all approved commu-
nity contributions made in any one year.
(c) The total amount of tax credit which may be
granted for all programs approved under this section
and s. 624.5105 is $2 million annually.
(d) All proposals for the granting of the tax credit
shall require the prior approval of the Office of Tourism,
Trade, and Economic Development.
(e) If the credit granted pursuant to this section is
not fully used in any one year because of insufficient tax
liability on the part of the business firm, the unused
amount may be carried forward for a period not to
exceed 5 years. The carryover credit may be used in a
subsequent year when the tax imposed by this chapter
595
s. 220.183 1996 SUPPLEMENT TO FLORIDA STA
-S 1995 s. 220.188
11
for such year exceeds the credit for such year under this
section after applying the other credits and unused
credit carryovers in the order provided in s. 220.02(10).
(f) A taxpayer who files a Florida consolidated
return as a member of an affiliated group pursuant to s.
220.131(1) may be allowed the credit on a consolidated
return basis.
(g) A taxpayer who is eligible to receive the credit
provided for in s. 624.5105 is not eligible to receive the
credit provided by this section.
(4) ELIGIBILITY REQUIREMENTS. —
(a) All community contributions by a business firm
shall be in the form specified in s. 220.03(1)(d).
(b) All community contributions must be reserved
exclusively for use in projects as defined in s.
220.03(1)(t).
(c) The project must be undertaken by an "eligible
sponsor," defined here as:
1. A community action program;
2. A community development corporation;
3. A neighborhood housing services corporation;
4. A local housing authority, created pursuant to
chapter 421;
5. A community redevelopment agency, created
pursuant to s. 163.356;
6. The Florida Industrial Development Corporation;
7. An historic preservation district agency or organi-
zation;
8. A private industry council;
9. A direct -support organization as provided in s.
240.551;
10. An enterprise zone development agency created
pursuant to s. 290.0057; or
11. Such other agency as the Office of Tourism,
Trade, and Economic Development may, from time to
time, designate by rule.
In no event shall a contributing business firm have a
financial interest in the eligible sponsor.
(d) The project shall be located in an area desig-
nated as an enterprise zone pursuant to s. 290.0065.
Any project designed to construct or rehabilitate low-
income housing is exempt from the area requirement of
this paragraph.
(5) APPLICATION REQUIREMENTS. —
(a) Any eligible sponsor wishing to participate in this
program must submit a proposal to the Office of Tour-
ism, Trade, and Economic Development which sets forth
the sponsor, the project, the area in which the project
is located, and such supporting information as may be
prescribed by rule. The proposal shall also contain a res-
olution from the local governmental unit in which it is
located certifying that the project is consistent with local
plans and regulations.
(b) Any business wishing to participate in this pro-
gram must submit an application for tax credit to the
Office of Tourism, Trade, and Economic Development,
which application sets forth the sponsor; the project;
and the type, value, and purpose of the contribution.
The sponsor shall verify the terms of the application and
indicate its willingness to receive the contribution, which
verification indicate its willingness to receive the contri-
bution, which verification shall be in writing and shall
accompany the application for tax credit.
(c) The business firm must submit a separate appli-
cation for tax credit for each individual contribution
which it proposes to contribute to each individual proj-
ect.
(6) ADMINISTRATION. —
(a) The Office of Tourism, Trade, and Economic
Development is authorized to promulgate all rules nec-
essary to administer this section, including rules for the
approval or disapproval of proposals by business firms.
(b) The decision of the Office of Tourism, Trade, and
Economic Development shall be in writing, and, if
approved, the proposal shall state the maximum credit
allowable to the business firm. A copy of the decision
shall be transmitted to the executive director of the
Department of Revenue, who shall apply such credit to
the tax liability of the business firm.
(c) The Office of Tourism, Trade, and Economic
Development shall periodically monitor all projects in a
manner consistent with available resources to ensure
that resources are utilized in accordance with this sec-
tion; however, each project shall be reviewed no less
often than once every 2 years.
(d) The Department of Revenue shall promulgate
any rules necessary to ensure the orderly implementa-
tion and administration of this section.
(7) EXPIRATION. —The provisions of this section,
except paragraph (3)(e), shall expire and be void on
June 30, 2005.
History.—ss. 2, 3, 4, 5, 6, 7, 8,10, ch. 80-249; s. 24, ch. 81-167; s. 127. ch. 81-259;
s. 6, ch. 82-119; s. 41, ch. 84-356; s. 19, ch. 88-201; s. 1, ch. 89-352; s. 56, ch.
89-356; S. 4, ch. 90-130; s. 123, ch. 91-112; s. 53, ch. 94-136; s. 22, ch. 96-320.
'220.188 Export finance corporation investment
( There shall be allowed a credit against the tax
impo d by this chapter to corporations, banks, and
saving\sll
ons that make qualified investments in
export rporations on or before June 30, 1992.
The cree computed as 20 percent of the quali-
fied invnitially made by a taxpayer during the
taxable.
(2) The amou allowed as a credit under this sec-
tion shall not excee 50 percent of the tax imposed on
a corporation, bank, (* savings association for the tax-
able year under this cha,191ter. In addition, no corporation,
bank, or savings associatiV shall be allowed more than
$500,000 in annual credits And credit carryforwards, as
provided in subsection (4), fo'kall taxable years.
(3) The total amount of credikallowed under this sec-
tion shall not exceed $5 million for II taxpayers in all tax-
able years. Based on the informatiOQ submitted by the
export finance corporation, pursuant {o Zs. 288.753, in
the order received by the department, the department
shall notify the export finance corporation'Nvithin 60 days
of receipt whether the limitation in this subsection has
been exceeded.
(4) If the credit granted pursuant to this *ction is
not fully used in any one year, the unused amoiot may
be carried forward for a period not to exceed 7 gears.
The credit carryforward may be used in a subseguqnt
year when the tax imposed by this chapter exceeds the
credit for such year after applying the other credits and,
unused credit amounts in the order provided in s.
220.02(10).
596
9- '73
CITY OF MIAMI, FLORIDA
INTER -OFFICE MEMORANDUM
TO The Honorable Mayor and Members DATE Tu>y 21, 1998 FILE
of the Cikv Coruftl ssion
`'F"'CT Pocket Item
FROM Wlfr o (Willy) Gort REFERENCES
Commissioner ENCLOSURES:
I would like to bring up as a pocket item on the July 21, 1998, Commission Meeting a
proposal from the Community Partnership for Homeless, Inc.. A proposal to have the
Homeless Assistance Center located at 1550 N. Miami Avenue designated as a
qualified project under the State of Florida Community Contribution Tax Credit
program.
Thank you for your cooperation.
WG/kk
DATA/CPH-PI
cc: Donald Warshaw, Interim City Manager
Alejandro Vilarello, City Attorney
Walter Foeman, City Clerk
G
98- 763
rw a'uui ;i.IZ191115
BY TELECOPY
AND MESSENGER
TO: Commissioner Willy Gort
City of Miami
FROM: Lynn B. Lewis
RE: Community Partnership for Homeless, Inc.: Proposal to Have
1550 N. Miami Avenue Homeless Assistance Center Designated as
a Qualified Project under the State of Florida Community
Contribution Tax Credit Program
DATE: July 15, 1998
Commissioner:
This memo synopsizes the matter I mentioned to you yesterday,
about which CPHI requests you advance a City Commission Resolution
at the Commission's July 21 meeting. The specific Resolution
needed is one wherein the Miami City Commission will certify that
the Homeless Assistance Center located at 1515 N. Miami Avenue in
the City of Miami, at which housing and services are provided to
low income, homeless persons and prioritized for Miami's homeless,
is consistent with the City's local plans and regulations.
If the Commission adopts such a Resolution, it will become a
part of CPHI's application to the State of Florida under the
Community Contribution Tax Incentive Program. The Program, in
brief, affords tax incentives against state (as opposed to local or
ad valorem) taxes for private corporate donors to CPHI. This, in
turn, incentizes the donation of private sector funds to entities
that provide housing for low income persons.
Willy, CPHI knows that you are well -aware from the Commission,
from your position on the Homeless Trust Board and from your
frequent visits to the N. Miami Avenue HAC that this facility
provides decent housing to Miami's homeless citizens. CPHI has
served over 7,700 persons since our October 1995 opening and of
these, over 57% or 4,200 people have moved on to better lives, off
the streets. You also are well -aware that our design and our
operation conform to the City's CDMP and Zoning.
We are attaching to this memo, copies of background materials
that may assist you and your fellow Commissioners in adopting the
Resolution requested. The enclosures are:
98- '753
LYNN B. LBwIs, PBOFBSSIONAL AssOCIATION • SUITE 280, 1300 BBiCYSLL AVBNUB, MIAMI, FLOBIDA 33131 • TBL. 305-374-0148
Commissioner Willy Gort
July 15, 1998
Page 2
1. Project Narrative for 1550 N. Miami Avenue Homeless
Assistance Center.
2. Copy of Miami -Dade County Commission Resolution No. R-
880-96, wherein the County Commission unanimously
certified CPHI's South Dade Homeless Assistance Center,
for comparable approval under the State of Florida
Program.
3. August 5, 1996 letter to CPHI from the Office of the
Governor, qualifying CPHI and the South Dade facility as
eligible under the Community Contribution Tax Credit
Program. Also attached is a copy of the May 27, 1997
renewal letter.
4. A copy of §220.183 Fla. Stat (1997), which is the
legislation enabling the Program.
Community Partnership for Homeless greatly appreciates your
continued consideration. I will telephone you on this in the next
day or so.
Enclosures
cc: Alvah H. Chapman, Jr., Chairman
9 8 - "703
LYNN B. I.SWIs, PEoFBSSIONAL AssOCIATION • SUITE 280, 1360 BBICYBLL AVENUE, HL&XI, FLosIDA 33131 • TEL. 305-374-0148
0
PROJECT APPLICATION
COMMUNITY CONTRIBUTION TAX CREDIT PROGRAM
PROJECT NARRATIVE
MIAMI HOMELESS ASSISTANCE CENTER PROJECT TO HOUSE THE
HOMELESS
SPONSOR
Community Partnership for Homeless, Inc. (CPHI) is a not -for -profit corporation
organized under the laws of the State of Florida. Donations to CPHI are deductible for
federal tax income purposes since the company has qualified under Section 501(c)(3) of
the Internal Revnue Code. CPHI is not a private foundation.
CPHI's mission and purpose is to assist homeless individuals, who are, by definition, low
income persons, attain residential, financial and personal stability and self-sufficiency by
providing such persons with immediate housing and services such as education, job
training and placement and other services by which to overcome obstacles that preclude
their employability in the community. CPHI's specific goals include the siting,
construction and operation of up to three Homeless Assistance Centers throughout Dade
County, Florida in which homeless persons are and will be housed and served by CPHI.
HISTORY AND DEVELOPMENT
CPHI was formed in 1993 to site, build and operate up to three Homeless Assistance
Centers that provide immediate housing and services to Dade County's homeless as part
of a Dade County -wide initiative on behalf of the homeless. CPHI is led by a
community -based board representing the professional, provider, banking, developer,
business, civic and religious communities.
CPHI began building and program development in 1993. It initially received residents at
the first Homeless Assistance Center, located at 1550 North Miami Avenue in the City of
Miami, on October 18, 1995. The Center provides housing for up to 350 low income
persons who are homeless and who lack the resources to secure safe, affordable housing.
In addition, the Center offers an array of services to meet residents' immediate needs as
well as to assist residents in developing life and job skills so as to become employable.
From October, 1995 through January, 1998, over 6,000 homeless persons have resided at
the Center.
Construction of a second Homeless Assistance Center to provide housing and an array of
supportive services for the homeless on a 75 acre site located at the former Homestead
Air Force Base is underway and is scheduled to commence operations in September 1998
98- '7b3
(the "South Dade Project"). The South Dade Project will provide housing and services for
up to 300 homeless persons. CPHI, as project sponsor, and the South Dade Project was
deemed eligible to participate in the Community Contribution Tax Credit Program
(Project #CC-1315-C) on August 5, 1996 and were re -certified on May 27, 1997.
ELIGIBILITY FOR HOUSING
Persons who reside at the Homeless Assistance Center must be identified as "homeless"
as that term is employed by the Miami -Dade County Homeless Trust, the municipal
entity responsible for the implementation and oversight of the Miami -Dade County
Community Homeless Plan (Miami -Dade County Ordinance No. 0-94-66). The definition
of "homeless person" as applied to homeless housing programs supported by Miami -
Dade County is consistent with the term "low income person" as set forth in the
Community Contribution Tax Credit Program regulations as well as with the term
"person of low income" as set forth in the Florida Housing Authorities Law.
Individuals and families who are considered "homeless," as that term is employed by the
Miami -Dade County Homeless Trust, are those persons "sleeping in places not fit for
humans to live, i.e. on the streets, in cars, parks, etc.; sleeping in homeless shelters; or
about to sleep in one of the above places because they are being evicted/discharged and
have no resources and support with which to obtain housing." A person is considered
homeless if such person lacks the resources to secure safe, affordable housing and,
without any assistance, would be living on the streets or in a shelter. This definition
conforms with that found in the Stewart B. McKinney Homeless Assistance Act and is
consistent with guidelines distributed by the U.S. Department of Housing and Urban
Development. 42 U.S.C. § 11302.
The homeless population of Miami -Dade County are "low income person[s]" as that term
is defined in the regulatory language of the Community Contribution Tax Credit Program
and the statutory language of the Florida Housing Authorities Law. "Low income
person" under the Community Contribution Tax Credit Program means "one or more
natural persons or family, not including students, whose total annual household income
does not exceed 80 percent of the median annual adjusted gross income for households
within the state, or 80 percent of the median annual adjusted gross income for households
within the metropolitan statistical area (MSA)." Dept. of Commerce Rule 8E-17.001(16).
According to the Bureau of Economic and Business Research, the median annual
adjusted gross income for households within Miami -Dade County is approximately
$22,845. (BEBR, 1995). The term "person of low income" as set forth in Florida
Housing Authorities Law means "persons or families who lack the amount of income
which is necessary [, as determined by the authority undertaking the housing project,] to
enable them, without financial assistance, to live in decent, safe and sanitary dwellings,
without overcrowding." § 421.03(10) F.S.
2 98-- 753
PROPOSED MIAMI HOMELESS PROJECT
CPHI began operations of its first Homeless Assistance Center ("Center") at 1550 North
Miami Avenue in the City of Miami on October 18, 1995. This housing and services
facility is located in a state -designated enterprise zone. Since that date, the Homeless
Assistance Center has housed over 6,000 low income persons who are homeless and
without resources to secure safe and affordable housing.
The Center provides temporary housing for up to 350 homeless persons. In addition, the
Center offers an array of services to meet residents' immediate needs as well as to assist
residents in developing life and job skills so as to become employable. Case management
services are provided to assist residents in establishing short-term and long-term goals
towards achieving self-sufficiency. Opportunities such as adult education and vocational
training, life skills instruction, employability assessment, job training and placement
services, and child care are made available at the Center. Such opportunities are provided
on -site by Dade County Public Schools, Florida Departments of Children and Families
and of Labor and Employment Security, the United States Department of Veterans
Affairs and the YWCA of Greater Miami, Inc. In addition, the Center houses a primary
health care clinic, operated by the Health Foundation of South Florida, Inc.
The Center substantially improves the condition of low income persons in the state -
designated enterprise zone in the City of Miami who are homeless and without the
resources to secure safe and affordable housing by providing them with immediate
housing in a safe and stable environment. Program resources offered on -site assist such
low income persons in obtaining the life and job skills necessary to obtaining long-term
employment and, thus, residential and financial stability. In addition, the presence of the
Center has greatly improved the surrounding neighborhood in terms of appearance and
safety, contributing to an environment attractive to small business and further economic
development.
TYPES OF CONTRIBUTIONS SOUGHT AND INTENDED USES:
CPHI is seeking cash, property and goods. Such contributions will be applied to capital
costs and will not be used to pay administrative or operational costs of CPHI.
3
9S 7►
' Age 'a Item No. 3(A)(74)'
7-1v-96
RESOLUTION NO. R-880-96
RESOLUTION CERTIFYING THAT THE HOMELESS
ASSISTANCE CENTER TO BE LOCATED AT FORMER
HOMESTEAD AIR FORCE BASE AND DEVELOPED
BY COMMUNITY PARTNERSHIP FOR HOMELESS, INC.,
FOR PROVISION OF HOUSING AND SERVICES TO HOMELESS,
LOW INCOME PERSONS IS CONSISTENT WITH LOCAL
PLANS AND REGULATIONS
WHEREAS, this Board desires to accomplish the purposes outlined in the
accompanying memorandum, a copy of which is incorporated herein by reference,
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF DADE COUNTY, FLORIDA, that this Board hereby certifies,
that pursuant to Florida Statutes Sections 220.183(5)(a) and 624.5105 (5)(a) the proposed
housing development project for homeless, low income persons to be located on former
Homestead Air Force Base property in the southern portion of Dade County and to be
developed by the Community Partnership for Homeless, Inc. is consistent with local plans
and regulations.
The foregoing resolution was offered by CommissionerAl exander Penel as who
moved its adoption. The motion was seconded by Commissioner Mi quel Di az de 1 a Porti I I a
and upon being put to a vote, the vote was as follows:
James Burke
aye
Miguel Diaz de la Portilla
aye
Betty T. Ferguson
aye
Maurice A. Ferre
aye
Bruce Kaplan
aye
Gwen Margolis
aye
Natacha S. Millan
aye
Dennis C. Moss
aye
Alexander Penelas
aye
Pedro Reboredo
aye
Katy Sorenson
aye
Javier D. Souto
aye
Arthur E. Teele, Jr. absent,
98- 7�3
Agenda Item No. 3 (A) (7 4 )
Page No. 2
The Chairperson thereupon declared the resolution duly passed and adopted
this 16th day of July, 1996.
Approved by County Attorne
to form and legal sufficiency.
IN
DARE COUNTY, FLORIDA
BY ITS BOARD OF COUNTY
COMMISSIONERS
tea 7i.
HARVI��'RidXl�4t -CLERK
Depuiy Clerk
98— 7b3
■
i
STATE OF FLORIDA )
SS:
COUNTY OF DADE )
1, HARVEY RUVIN, Clerk of the Circuit Court in and for Dade County,
Florida, and Ex -Of fIcIo Cierk of the Board of County Cann I ss i oners of said
County, M HEREBY CERTIFY that the above and foregoing is a true and correct
copy of Resolution No. R-880-96 adopted by the said board
of County Ccrrmissioners at its meeting held on July 16 19 96
IN WITNESS IM- MEDF,
I have hereunto set my hand
and official
seal on
this 19th day of
July
A.D. 19
96
HARVEY RW I N, Clerk
Board of County Carmissioners
Dade County, Florida
=alrl
°
Deputy Clerk
Board of County CaTTnissioners
Dade County, Florida
CLK/CT 587 3/93
9 8- 9 b 3
a
�ln STATE OF FLORIDA
Wffirz of t4e (&Yvernar
THE CAPITOL
TALLAHASSEE, FLORIDA 32399-OWI
LAWDON CHILES
GOVERNOR
August 5, 1996
Ms. Lynn Summers
Executive Director
Community Partnership for Homeless, Inc.
1550 North Miami Avenue
Miami, Florida 33136
Dear Ms. Summers:
It is my pleasure to inform you that Community Partnership for Homeless, Inc. and its South Dade project
submitted to this Office for approval under the provisions of the Community Improvement Act of 1980,
have been deemed eligible to participate in the Community Contribution Tax Credit Program. Your project
has been assigned number CC-1315-C.
Approval of your project allows businesses, who make eligible contributions to your project, a potential
tax credit equal to 50% of the value of their contribution against their Florida Corporate Income Tax. This
approval also allows insurers, who make contributions to your project, a potential tax credit equal to 50 %
of the value of their contribution against their Florida Insurance Premium Tax.
In order for businesses to receive credit for their donations, they must comply with provisions of Rule
8E-17, Florida Administrative Code (F.A.C.). The business making the donation must submit Form
8E-17TAC#01 (Application For A Community Contribution Tax Credit) and all required documentation
to the Department in order to receive an approval letter and be eligible for a tax credit. Credits will be
approved on a first -come, first -served basis pursuant to 8E-17.008(4), F.A.C.
Pursuant to Rule 8E-17.009, F.A.C., your project is approved for the state fiscal year
1996-97 (July 1, 1996 - June 30, 1997). This project must be recertified (Form 8E-17ASR#01) prior to
June 20, 1997, in order to continue soliciting community contributions after June 30, 1997.
Any questions by the sponsor or contributor should be made prior to making a donation. These questions
should be addressed to Burt Von Hoff at 904/487-2568. I wish you success in your efforts and hope the
Community Contribution Tax Credit Program will benefit your project.
Sincerely,
Dennis W. Harmon, Director
Office of Tourism, Trade and Economic Development
DH/bv
fig_ (b'3
STATE OF FLORIDA
A'o'
(Office of t4 a (Savernur
THE CAPITOL
TALLAHASSEE, FLORIDA 32399-0001
LAWTON (MILES
GOVERNOR
May 27, 1997
Ms. Lynn M. Summers
Executive Director
Community Partnership for Homeless, Inc.
1550 North Miami Avenue
Miami, Florida 33136
Dear Ms. Summers:
The Office of Tourism, Trade and Economic Development (OTTED) has received your request
for recertification of your agency and project number CC-1315-C under the provisions of the
Community Improvement Act of 1980. We have reviewed your request and found it acceptable.
Your project is hereby recertified for the period of July 1, 1997 through June 30, 1998 to
participate in the Community Contribution Tax Credit Program. Recertification of your agency
and project allows businesses, who make eligible contributions for your project, a potential tax
credit equal to 50% of the value of contribution against their Florida Corporate Income Tax or
Florida Insurance Premium Tax.
Each sponsor recertified under this program is subject to the provisions of section 220.183(6)(c),
Florida Statutes, which allow OTTED to monitor all projects to ensure that donations are utilized
in accordance with Florida Statutes. Such monitoring may include, but not limited to, on -site
visits of agencies and review of fiscal records documenting receipts and use of donations.
If you have any questions or require additional information, please contact Burt Von Hoff at
904/487-2568. We wish you continued success in your revitalization efforts and hope the
Community Contribution Tax Credit Program will benefit your -project.
Sincerely,
Dennis W. Harmon
Director
Office of Tourism, Trade and Economic Development
D WH/bv
98- ! b3
0
S.
s, 220.181 1996 SUPPLEMENT TO FLORIDA STATUTES 1995 s. 220.183
3e zone jobs crbdit, g
h the governing body,
gency having jurisdic'
here the business ia',
nt which includes:
lr whom this credit Is
id place of residence
he identifying number
o the enterprise zone
s.
address of each per.
including, for each
enterprise zone, the
pant to s. 290.0065 to
.mployee resides.
the business.
signed pursuant to s.
in which the eligible
paid to each new
a small business as
it receipt of an appli-
:rprise zone develop-
lication to determine
fired pursuant to sub.
et out in this section.
all certify all applica-
required pursuant to
a set out in this sec-
t applicable, the gov-
srtify if 20 percent of
-esidents of an enter -
id part-time employ-
riting, and a copy of
ed to the executive
'enue. The business
f a certified applica-
of the taxpayer to
satisfaction of the
irements of this act.
on, the term "month"
she time period from
3ponding day of the
is no corresponding
the last day of the
.mended return for a
amount of credit or
section in excess of
ness on its original
visions of this sub -
the amount of credit
mended return due
eviously carried for-
inal return or any eli-
)(c).
ned this credit shall
the provision of s.
finning employment
his subsection shall
not apply when orporation converts to an S corpora -
on for purposes of compliance with the Internal Reve-
e Code of 1986, as amended; however, no corporation
shall be allowed the benefit of this credit and the credit
undd(( s. 212.096 either for the same new employee or
for th6,same taxable year. In addition, such a corporation
shall ndt be allowed any credit under s. 212.096 until it
has filed",notice of its intent to change its status for tax
purposes lend until its final return under this chapter for
the taxablekyear prior to such change has been filed.
(8)(a) Anperson who fraudulently claims this credit
is liable for repayment of the credit, plus a mandatory
penalty in the etrlount of 200 percent of the credit, plus
interest at the rate provided in s. 220.807, and commits
a felony of the thd degree, punishable as provided in
s. 775.082, s. 775483, or s. 775.084.
(b) Any person u ho makes an underpayment of tax
as a result of a gros y overstated claim for this credit
is guilty of a felony o the third degree, punishable as
provided in s. 775.082, 775.083, or s. 775.084. For pur-
poses of this paragrapN, a grossly overstated claim
means a claim in an amolpt in excess of 100 percent of
the amount of credit allow,ble under this section.
(9) The provisions of thi section, except paragraph
(1)(c) and subsection (8), s II expire and be void on
June 30, 2005, and no busines shall be allowed to begin
claiming such enterprise zone j s credit after that date;
however, the expiration of this ection shall not affect
the operation of any credit for NhOich a business has
qualified under this section prior to Wrie 30, 2005, or any
carryforward of unused credit amo nts as provided in
paragraph (1)(c).
Nistcry.-ss.3,6,ch. 80-247;a.22,ch. 81-167;a.4, .82-119; a. 20. ch. 83-55;
s. 39, ch. 84-356; s. 35, ch. 85-80; s. 56, ch. 86-152; s. , ch. 87-6; ss. 17, 30, ch.
88-201; s. 93. ch. 91-112; s. 27; ch. 92-320; s. 51, ch. 136; s. 18, ch. 96-320.
,Note._
A. Section 56(1), ch. 94-136, provides that Injotwithst 'ng any other law to
the contrary, any business which has hired any new am se, as defined in s.
220.03(1Xq), Florida Statutes (1993), on or before June 30, 1 , for which a credit
may be claimed under s. 220.181, Florida Statutes (1993), and wages after June
30, 1994, for any creditable month under s. 220.181, Florida St utes (1993), shall
be entitled to apply for, quality for, and avail itself of the credit r s. 220.181, Flor-
ida Statutes (1993), as if that section remained in effect, unaffected other sections
of this act, until such time as the business has received the maximu credit allowed
pursuant to s. 220.181, Florida Statutes (1993), as it existed on Ju 30. 1994. No
business may receive a credit pursuant to this paragraph for any ployes hired
after April 1, 1994."
B. Section 121, ch. 96-320, provides that:
'(1) Notwithstanding the provisions of sections 212.096, 220.03 Xq), and
220.181, Florida Statutes, which require that new employees must have hired
after July 1, 1995, in order for a business to be eligible for the enterprise z sales
tax and corporate tax credits, an employee who is hired after January 1, 1 , may
be defined as a 'new employee' for purposes of such tax credits.
'(2) This section applies only to any business located within an area the was
designated as a state enterprise zone before December 31, 1994, and was su
quently redesignated or received a designation as a state enterprise zone on ly
t, 1995, if the employing business transferred for employment within an enterpn
zone, at least 100 ful-time employees from a location outside this state betw
January 1, 1995, and July 1, 1995.
"(3) Notwithstanding section 220.181(6), Florida Statutes, any business that is
eligible to receive a tax credit pursuant to this section must submit an application
Pursuant to sections 212.096 and 220.181, Florida Statutes, within 4 months after the effective date of this act. All other requirements of sections 212.096 and 220.181,
Florida Statutes, apply to such a business'
220.183 Community contribution tax credit,
(1) LEGISLATIVE FINDINGS. -The Legislature finds
that:
(a) There exist in the counties and municipalities
conditions of blight evidenced by extensive deteriora-
tion of public and private facilities, abandonment of
sound structures, and high unemployment which condi-
tions impede the conservation and development of
healthy, safe, and economically viable communities.
(b) L _ _oioration of housing and industrial, commer-
cial, and public facilities contributes to the decline of
neighborhoods and communities and leads to the loss
of their historic character and the sense of community
which this inspires; reduces the value of property com-
prising the tax base of local communities; discourages
private investment; and requires a disproportionate
expenditure of public funds for the social services,
unemployment benefits, and police protection required
to combat the social and economic problems found in
slum communities.
(c) In order to ultimately restore social and economic
viability to enterprise zones, it is necessary to renovate
or construct new housing, water and sewer infrastruc-
ture, and transportation facilities and to specifically pro-
vide mechanisms to attract and encourage private eco-
nomic activity.
(d) The various local governments and other rede-
velopment organizations now undertaking physical revi-
talization projects are limited by tightly constrained bud-
gets and inadequate resources.
(e) In order to significantly improve revitalization
efforts by local governments and community develop-
ment organizations and to retain as much of the historic
character of our communities as possible, it is necessary
to provide additional resources, and the participation of
private enterprise in revitalization efforts is an effective
means for accomplishing that goal.
(2) POLICY AND PURPOSE. -It is the policy of this
state to encourage the participation of private corpora-
tions in revitalization projects undertaken by public
redevelopment organizations. The purpose of this sec-
tion is to provide an incentive for such participation by
granting partial state income tax credits to corporations
that contribute resources to public redevelopment orga-
nizations for the revitalization of enterprise zones for the
benefit of low-income and moderate -income persons or
to preserve existing historically significant properties
within enterprise zones to the greatest extent possible.
The Legislature thus declares this a public purpose for
which public money may be borrowed, expended,
loaned, and granted.
(3) AUTHORIZATION TO GRANT COMMUNITY
CONTRIBUTION TAX CREDITS; LIMITATIONS ON INDI-
VIDUAL CREDITS AND PROGRAM SPENDING. -
(a) Beginning July 1, 1995, there shall be allowed a
credit of 50 percent of a community contribution against
any tax due for a taxable year under this chapter.
. (b) No business firm shall receive more than
$200,000 in annual tax credits for all approved commu-
nity contributions made in any one year.
(c) The total amount of tax credit which may be
granted for all programs approved under this section
and s. 624.5105 is $2 million annually.
(d) All proposals for the granting of the tax credit
shall require the prior approval of the Office of Tourism,
Trade, and Economic Development.
(e) If the credit granted pursuant to this section is
not fully used in any one year because of insufficient tax
liability on the part of the business firm, the unused
amount may be carried forward for a period not to
exceed 5 years. The carryover credit may be used in a
subsequent year when the tax imposed by this chapter
595
98- 753
s. 220.183 1996 SUPPLEMENT TO FLORIDA STATUTES 1995 s. 220.188
for such year excee a credit for such year under this
section after applying the other credits and unused
credit carryovers in the order provided in s. 220.02(10).
(f) A taxpayer who files a Florida consolidated
return as a member of an affiliated group pursuant to s.
220.131(1) may be allowed the credit on a consolidated
return basis.
(g) A taxpayer who is eligible to receive the credit
provided for in s. 624.5105 is not eligible to receive the
credit provided by this section.
(4) ELIGIBILITY REQUIREMENTS. —
(a) All community contributions by a business firm
shall be in the form specified in s. 220.03(1)(d).
(b) All community contributions must be reserved
exclusively for use in projects as defined in s.
220.03(1)(t).
(c) The project must be undertaken by an "eligible
sponsor," defined here as:
1. A community action program;
2. A community development corporation;
3. A neighborhood housing services corporation;
4. A local housing authority, created pursuant to
chapter421;
5. A community redevelopment agency, created
pursuant to s. 163.356;
6. The Florida Industrial Development Corporation;
7. An historic preservation district agency or organi-
zation;
8. A private industry council;
9. A direct -support organization as provided in s.
240,551;
10. An enterprise zone development agency created
pursuant to s. 290.0057; or
11. Such other agency as the Office of Tourism,
Trade, and Economic Development may, from time to
time, designate by rule.
In no event shall a contributing business firm have a
financial interest in the eligible sponsor.
(d) The project shall be located in an area desig-
nated as an enterprise zone pursuant to s. 290.0065.
Any project designed to construct or rehabilitate low-
income housing is exempt from the area requirement of
this paragraph.
(5) APPLICATION REQUIREMENTS. —
(a) Any eligible sponsor wishing to participate in this
program must submit a proposal to the Office of Tour-
ism, Trade, and Economic Development which sets forth
the sponsor, the project, the area in which the project
is located, and such supporting information as may be
prescribed by rule. The proposal shall also contain a res-
olution from the local governmental unit in which it is
located certifying that the project is consistent with local
plans and regulations.
(b) Any business wishing to participate in this pro-
gram must submit an application for tax credit to the
Office of Tourism, Trade, and Economic Development,
which application sets forth the sponsor; the project;
and the type, value, and purpose of the contribution.
The sponsor shall verify the terms of the application and
indicate its willingness to receive the contribution, which
verification indicate its willingness to receive the contri-
bution, which verification shall be in writing and shall
accompany the application for tax credit.
59E
(c) The L .less firm must submit a separate appli-
cation for tax credit for each individual contribution
which it proposes to contribute to each individual proj-
ect.
(6) ADMINISTRATION. —
(a) The Office of Tourism, Trade, and Economic
Development is authorized to promulgate all rules nec-
essary to administer this section, including rules for the
approval or disapproval of proposals by business firms.
(b) The decision of the Office of Tourism, Trade, and
Economic Development shall be in writing, and, if
approved, the proposal shall state the maximum credit
allowable to the business firm. A copy of the decision
shall be transmitted to the executive director of the
Department of Revenue, who shall apply such credit to
the tax liability of the business firm.
(c) The Office of Tourism, Trade, and Economic
Development shall periodically monitor all projects in a
manner consistent with available resources to ensure
that resources are utilized in accordance with this sec-
tion; however, each project shall be reviewed no less
often than once every 2 years.
(d) The Department of Revenue shall promulgate
any rules necessary to ensure the orderly implementa-
tion and administration of this section.
(7) EXPIRATION. —The provisions of this section,
except paragraph (3)(e), shall expire and be void on
June 30, 2005.
History.—ss. 2, 3, 4, 5, 6, 7, 8.10, ch. 80-249; s. 24, ch.81-167; s.127. ch. 81-259;
s. 6, ch. 82-119; s. 41, ch. 84-356; s. 19, ch. 88-201; s. 1, ch. 89-352; s. 56. ch.
89-356; s. 4, ch. 90-130; s. 123, ch. 91-112; s. 53, ch. 94-136; s. 22, ch. 96-320.
1220\ea
188 Export finance corporation investment
it —
There shall be allowed a credit against the tax
d by this chapter to corporations, banks, and
gs ssociations that make qualified investments in
rt fin ce corporations on or before June 30, 1992.
redit s II be computed as 20 percent of the quali-
fiedinvestme initially made by a taxpayer during the
le year. The amou allowed as a credit under this sec -
hall not excee 50 percent of the tax imposed on
poration, bank, savings association for the tax -
year under this cha ter. In addition, no corporation,
, or savings associat shall be allowed more than
,000 in annual credits d credit carryforwards, as
ided in subsection (4), fo all taxable years.
(3) The total amount of credhpilowed under this sec-
tion shall not exceed $5 million for II taxpayers in all tax-
able years. Based on the informati submitted by the
export finance corporation, pursuant o Zs. 288.753, in
the order received by the department, he department
shall notify the export finance corporation ithin 60 days
of receipt whether the limitation in this su section has
been exceeded.
(4) If the credit granted pursuant to this §qction is
not fully used in any one year, the unused amount may
be carried forward for a period not to exceed 7 years.
The credit carryforward may be used in a subsequent
year when the tax imposed by this chapter exceeds 4W
credit for such year after applying the other credits anr,
unused credit amounts in the order provided in s.
220.02(10).
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