Senate Bill sb1314

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    Florida Senate - 2006                                  SB 1314

    By Senator Rich





    34-902-06

  1                      A bill to be entitled

  2         An act relating to services for seniors;

  3         creating s. 125.903, F.S.; authorizing each

  4         county to create an independent special

  5         district to provide funding for services for

  6         seniors; requiring a district charter;

  7         requiring approval by a majority vote of

  8         electors to annually levy ad valorem taxes not

  9         to exceed a certain maximum; requiring a

10         referendum; creating a governing body for the

11         special district; specifying criteria for

12         membership to the governing body; providing

13         terms of office; clarifying that a county may

14         provide services for seniors or create a

15         special district to provide such services by

16         general or special law; specifying the powers

17         and functions of a senior council on services

18         for seniors; requiring each senior council to

19         appoint a chair and a vice chair and elect

20         officers, to identify and assess the needs of

21         the seniors in the county served by the senior

22         council, to provide training and orientation to

23         new members of the senior council, to make and

24         adopt bylaws and rules for the senior council's

25         operation and governance, and to provide an

26         annual written report to the governing body of

27         the county; requiring the senior council to

28         maintain minutes of each meeting and to serve

29         without compensation; requiring the senior

30         council to prepare a tentative annual budget

31         and to compute a millage rate to fund the

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    Florida Senate - 2006                                  SB 1314
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 1         tentative budget; requiring that all tax moneys

 2         collected be paid directly to the senior

 3         council by the tax collector of the county and

 4         deposited in qualified public depositories;

 5         specifying expenditures of funds; requiring the

 6         senior council to prepare and file a financial

 7         report with the governing body of the county;

 8         providing that a district may be dissolved by a

 9         special act of the Legislature or by ordinance

10         by the governing body of the county; specifying

11         obligations of the county if a district is

12         dissolved; authorizing the governing body of a

13         county to fund the budget of the senior council

14         from its own funds after or during the senior

15         council's first year of operation; requiring a

16         special district to comply with statutory

17         requirements related to the filing of a

18         financial or compliance report; renaming part V

19         of chapter 125, F.S.; amending s. 189.404,

20         F.S.; revising county authority to create an

21         independent special district to include a

22         reference to s. 125.903, F.S.; providing an

23         effective date.

24  

25  Be It Enacted by the Legislature of the State of Florida:

26  

27         Section 1.  Section 125.903, Florida Statutes, is

28  created to read:

29         125.903  Services for seniors; independent special

30  district; senior council; powers, duties, and functions.--

31  

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 1         (1)  Each county may by ordinance create an independent

 2  special district, as defined in ss. 189.403(3) and

 3  200.001(8)(e), to provide funding for services for seniors

 4  throughout the county in accordance with this section. The

 5  ordinance shall create a district charter that addresses and

 6  contains the minimum requirements required by s. 189.404(3).

 7  The boundaries of the district must be coterminous with the

 8  boundaries of the county. The county governing body shall

 9  obtain approval, by a majority vote of those electors voting

10  on the question, to annually levy ad valorem taxes that may

11  not exceed the maximum millage rate authorized by this

12  section. The approval shall be obtained by submitting the

13  question to a referendum of the qualified electors in the

14  county. The referendum shall be held in conjunction with a

15  regularly scheduled election, in accordance with ss. 100.342

16  and 100.351. A district created under this subsection shall

17  levy and fix millage as provided in s. 200.065. Once the

18  millage is approved by the electorate, the district is not

19  required to seek approval of the electorate in future years to

20  levy the previously approved millage. For purposes of this

21  section, the term "senior" means a person who is at least 60

22  years of age.

23         (a)  The governing body of the district shall be a

24  senior council. The senior council shall consist of 11

25  members, consisting of the executive director of the area

26  agency on aging or his or her designee who is a director of

27  senior programs; the county director of human services or his

28  or her designee who is a director of elderly services; one

29  member of the board of county commissioners; two nonvoting

30  members of the legislative delegation for the county appointed

31  by the delegation chair; two representatives of the Florida

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 1  League of Cities, and four members appointed by the Governor.

 2  The executive director of the area agency on aging and his or

 3  her designee and the county director of human services and his

 4  or her designee are permanent positions. The members appointed

 5  from the county commission, the legislative delegation, and

 6  the Florida League of Cities shall be appointed to 4-year

 7  terms each. The four members appointed by the Governor shall

 8  represent, to the greatest extent possible, the cultural

 9  diversity of the county's population. At least one of the

10  gubernatorial designees must be an individual who is a

11  caretaker for an elderly person and is 60 years of age or

12  older. Recommendations for these memberships shall be provided

13  by the county governing body. Three names shall be submitted

14  for each vacancy, determined by category. The gubernatorial

15  appointees shall be appointed to 4-year terms and may be

16  reappointed for one additional term of office. The Governor

17  shall make a selection within a 45-day period or request a new

18  list of candidates. All members appointed by the Governor must

19  have been residents of the county for the previous 24-month

20  period. The length of the terms of the initial appointees

21  shall be adjusted to stagger the terms. The Governor may

22  remove a member for cause or upon the written petition of the

23  county governing body. If any of the members of the senior

24  council required to be appointed by the Governor resigns,

25  dies, or is removed from office, the vacancy shall be filled

26  by appointment by the Governor, using the same method as the

27  original appointment, and such appointment to fill a vacancy

28  shall be for the unexpired term of the member who resigns,

29  dies, or is removed from office.

30         (b)  This subsection does not prohibit a county from

31  exercising the power authorized by general or special law to

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 1  provide services for seniors or to create a special district

 2  to provide those services.

 3         (2)(a)  Each senior council may:

 4         1.  Provide and maintain in the county the preventive,

 5  treatment, and rehabilitative services for seniors which the

 6  senior council determines are needed for the general welfare

 7  of seniors in the county.

 8         2.  Provide any other services which the senior council

 9  determines are needed for the general welfare of seniors in

10  the county.

11         3.  Allocate and provide funds for other agencies in

12  the county which are operated for the benefit of seniors.

13         4.  Collect information and statistical data and

14  conduct research and assessments that will be helpful to the

15  senior council and the county in deciding the needs of seniors

16  in the county.

17         5.  Consult and coordinate with other agencies

18  dedicated to the welfare of seniors to the end that the

19  overlapping of services will be prevented.

20         6.  Lease or buy real estate, equipment, and personal

21  property and construct buildings as needed to execute the

22  foregoing powers and functions, except that such purchases may

23  not be made or building done unless paid for with cash on hand

24  or secured by funds deposited in financial institutions. This

25  subparagraph does not authorize a district to issue bonds of

26  any nature, and a district does not have the power to require

27  the imposition of any bond by the governing body of the

28  county.

29         7.  Employ, pay, and provide benefits for any part-time

30  or full-time personnel needed to execute the foregoing powers

31  and functions.

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 1         (b)  Each senior council shall:

 2         1.  Immediately after the members are appointed, elect

 3  a chair and a vice chair from among its members and elect

 4  other officers as deemed necessary by the senior council.

 5         2.  Immediately after the members are appointed and

 6  officers are elected, identify and assess the needs of seniors

 7  in the county served by the senior council and submit to the

 8  governing body of each county a written description of:

 9         a.  The activities, services, and opportunities that

10  will be provided to seniors.

11         b.  The anticipated schedule for providing those

12  activities, services, and opportunities.

13         c.  The manner in which seniors will be served,

14  including a description of arrangements and agreements that

15  will be made with community organizations, state and local

16  educational agencies, federal agencies, public assistance

17  agencies, the court system, guardianship groups, and other

18  applicable public and private agencies and organizations.

19         d.  The special outreach efforts that will be

20  undertaken to provide services to seniors who are at-risk,

21  abused, or neglected and ailing.

22         e.  The manner in which the senior council will seek

23  and provide funding for unmet needs.

24         f.  The strategy that will be used for interagency

25  coordination to maximize existing human and fiscal resources.

26         3.  Provide training and orientation to all new members

27  sufficient to allow them to perform their duties.

28         4.  Make and adopt bylaws and rules for the senior

29  council's guidance, operation, governance, and maintenance, if

30  such rules are not inconsistent with federal or state laws or

31  county ordinances.

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 1         5.  Provide an annual written report, to be presented

 2  no later than January 1, to the governing body of the county.

 3  The annual report must contain, but need not be limited to:

 4         a.  Information on the effectiveness of activities,

 5  services, and programs offered by the senior council,

 6  including cost-effectiveness.

 7         b.  A detailed anticipated budget for continuation of

 8  activities, services, and programs offered by the senior

 9  council and a list of all sources of requested funding, both

10  public and private.

11         c.  Procedures used for early identification of at-risk

12  seniors who need additional or continued services and methods

13  for ensuring that the additional or continued services are

14  received.

15         d.  A description of the degree to which the senior

16  council's objectives and activities are consistent with the

17  goals of this section.

18         e.  Detailed information on the various programs,

19  services, and activities available to seniors and the degree

20  to which the programs, services, and activities have been

21  successfully used by seniors.

22         f.  Information on programs, services, and activities

23  that should be eliminated; programs, services, and activities

24  that should be continued; and programs, services, and

25  activities that should be added to the basic format of the

26  senior council.

27         (c)  The senior council shall maintain minutes of each

28  meeting, including a record of all votes cast, and shall make

29  such minutes available to any interested person.

30  

31  

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 1         (d)  Members of the senior council shall serve without

 2  compensation but are entitled to receive reimbursement for per

 3  diem and travel expenses consistent with s. 112.061.

 4         (3)(a)  The district shall maintain the same fiscal

 5  year as that of the county.

 6         (b)  On or before July 1 of each year, the senior

 7  council shall prepare a tentative annual written budget of the

 8  district's expected income and expenditures, including a

 9  contingency fund. The senior council shall, in addition,

10  compute a proposed millage rate within the voter-approved cap

11  necessary to fund the tentative budget and, prior to adopting

12  a final budget, comply with s. 200.065, relating to the method

13  of fixing millage, and fix the final millage rate by

14  resolution of the council. The adopted budget and final

15  millage rate must be certified and delivered to the governing

16  body of the county within 15 days after the council's adoption

17  of the final budget and millage rate under chapter 200.

18  Included in each certified budget shall be the millage rate,

19  adopted by resolution of the senior council, necessary to be

20  applied to raise the funds budgeted for district operations

21  and expenditures. District millage may not exceed 0.5 mills of

22  assessed valuation of all properties within the county that

23  are subject to ad valorem county taxes.

24         (c)  After the budget of the district is certified and

25  delivered to the governing body of the county, the budget may

26  not be changed or modified by the governing body of the county

27  or any other authority.

28         (d)  All taxes collected under this section, as soon

29  after collection as is reasonably practicable, shall be paid

30  directly to the senior council by the tax collector of the

31  

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 1  county or the clerk of the circuit court, if the clerk

 2  collects delinquent taxes.

 3         (e)1.  All moneys received by the senior council shall

 4  be deposited in qualified public depositories, as defined in

 5  s. 280.02, with separate and distinguishable accounts

 6  established specifically for the senior council and may be

 7  withdrawn only by checks signed by the chair of the senior

 8  council and countersigned by one other member of the senior

 9  council or by a chief executive officer authorized by the

10  senior council.

11         2.  Upon entering the duties of office, the chair and

12  the other member of the senior council or chief executive

13  officer who signs its checks shall each give a surety bond in

14  the sum of at least $1,000 for each $1 million or fraction

15  thereof of the senior council's annual budget, which bond

16  shall be conditioned upon the faithful discharge of the duties

17  of his or her office. The premium on such bond may be paid by

18  the district as part of the expense of the senior council.

19  Other members of the senior council may not be required to

20  give bond or other security.

21         3.  Funds of the district may only be expended by

22  check, except expenditures from a petty cash account, which

23  account may not at any time exceed $100. All expenditures from

24  petty cash must be recorded on the books and records of the

25  senior council. The funds of the senior council may not be

26  expended without the prior approval of the senior council,

27  except for expenditures paid from petty cash or for a check

28  made payable for an amount no greater than $5,000. Budgeted

29  expenditures of $5,000 or less which have not received prior

30  council approval shall be authorized only after approval of

31  the chief executive officer of the council and must be

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 1  reported in a written report filed with the senior council

 2  each month. For purposes of this section, an electronic wire

 3  transfer is deemed to be a check if written authorization for

 4  each wire transfer is obtained from the chairperson of the

 5  council and an authorized council member.

 6         (f)  Within 10 days, exclusive of weekends and legal

 7  holidays, after the expiration of each quarter-annual period,

 8  the senior council shall prepare and file with the governing

 9  body of the county a financial report that includes:

10         1.  The total expenditures of the senior council for

11  the quarter-annual period.

12         2.  The total receipts of the senior council during the

13  quarter-annual period.

14         3.  A statement of the funds the senior council has on

15  hand, has invested, or has deposited with qualified public

16  depositories at the end of the quarter-annual period.

17         4.  The total administrative costs of the senior

18  council for the quarter-annual period.

19         (4)  Any district created under this section may be

20  dissolved by a special act of the Legislature, or the county

21  governing body may by ordinance dissolve the district subject

22  to the approval of the electorate. If any district is

23  dissolved under this subsection, each county shall first

24  obligate itself to assume the debts, liabilities, contracts,

25  and outstanding obligations of the district within the total

26  millage available to the county governing body for all county

27  and municipal purposes as provided for under section 9,

28  Article VII of the State Constitution. Any district may also

29  be dissolved under s. 189.4042.

30         (5)  After or during the first year of operation of the

31  senior council, the governing body of the county, at its

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 1  option, may fund in whole or in part the budget of the senior

 2  council from its own funds.

 3         (6)  Any district created under this section shall

 4  comply with all other statutory requirements of general

 5  application that relate to the filing of any financial reports

 6  or compliance reports required under part III of chapter 218,

 7  or any other report or documentation required by law,

 8  including the requirements of ss. 189.415, 189.417, and

 9  189.418.

10         Section 2.  Part V of chapter 125, Florida Statutes,

11  consisting of sections 125.901, 125.902, and 125.903, Florida

12  Statutes, and entitled "Children's Services," is renamed as

13  "Human Services."

14         Section 3.  Paragraph (b) of subsection (4) of section

15  189.404, Florida Statutes, is amended to read:

16         189.404  Legislative intent for the creation of

17  independent special districts; special act prohibitions; model

18  elements and other requirements; general-purpose local

19  government/Governor and Cabinet creation authorizations.--

20         (4)  LOCAL GOVERNMENT/GOVERNOR AND CABINET CREATION

21  AUTHORIZATIONS.--Except as otherwise authorized by general

22  law, only the Legislature may create independent special

23  districts.

24         (b)  A county may create an independent special

25  district which shall be adopted by a charter in accordance

26  with s. 125.901, s. 125.903, or s. 154.331 or chapter 155, or

27  which shall be established by ordinance in accordance with s.

28  190.005, or as otherwise authorized by general law.

29         Section 4.  This act shall take effect upon becoming a

30  law.

31  

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 1            *****************************************

 2                          SENATE SUMMARY

 3    Authorizes a county to create an independent special
      district to provide funding for services for seniors.
 4    Requires a district charter. Requires approval by a
      majority vote of electors to annually levy ad valorem
 5    taxes not to exceed a certain maximum. Requires a
      referendum. Creates a governing body for the special
 6    district. Specifies criteria for membership to the
      governing body and provides terms of office. Specifies
 7    the powers and functions of a senior council on services
      for seniors. Requires each senior council to appoint a
 8    chair and a vice chair and elect officers, to identify
      and assess the needs of the seniors in the county served
 9    by the senior council, to provide training and
      orientation to new members of the senior council, and to
10    make and adopt bylaws and rules for the senior council's
      operation and governance. Requires an annual written
11    report to the governing body of the county. Requires the
      senior council to maintain minutes of each meeting and to
12    serve without compensation. Requires the senior council
      to prepare a tentative annual budget and to compute a
13    millage rate to fund the tentative budget. Requires that
      moneys collected be paid directly to the senior council.
14    Specifies expenditures of funds and requires the senior
      council to prepare and file a financial report with the
15    governing body of the county. Provides that a district
      may be dissolved by a special act of the Legislature or
16    by ordinance by the governing body of the county.
      Specifies obligations of the county if a district is
17    dissolved. Requires a special district to comply with
      statutory requirements related to the filing of a
18    financial or compliance report. (See bill for details.)

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