Text: HF00522 Text: HF00524 Text: HF00500 - HF00599 Text: HF Index Bills and Amendments: General Index Bill History: General Index
PAG LIN 1 1 Section 1. Section 426B.5, subsection 1, paragraphs b, c, 1 2 and d, Code 2001, are amended to read as follows: 1 3 b. A statewide per capita expenditure target amount is 1 4 established. The statewide per capita expenditure target 1 5 amount shall be equal to theseventy-fifthone-hundredth 1 6 percentile of all county per capita expenditures in the fiscal 1 7 year beginning July 1, 1997, and ending June 30, 1998. 1 8 c.Only a county levying the maximum amount allowed for1 9the county's mental health, mental retardation, and1 10developmental disabilities services fund under section1 11331.424A is eligible to receive moneys from the per capita1 12expenditure target pool for a fiscal year. Moneys available1 13in the pool for a fiscal year shall be distributed to those1 14eligible counties whose per capita expenditure in the latest1 15fiscal year for which the actual expenditure information is1 16available is less than the statewide per capita expenditure1 17target amount.Moneys available in the per capita expenditure 1 18 pool for a fiscal year shall be distributed to those counties 1 19 who meet all of the following eligibility requirements: 1 20 (1) The county is levying the maximum amount allowed for 1 21 the county's mental health, mental retardation, and 1 22 developmental disabilities services fund under section 1 23 331.424A. 1 24 (2) The county's per capita expenditure in the latest 1 25 fiscal year for which the actual expenditure information is 1 26 available is equal to or less than the statewide per capita 1 27 expenditure target amount. 1 28 (3) In the previous fiscal year, the county's mental 1 29 health, mental retardation, and developmental disabilities 1 30 services fund ending balance under generally accepted 1 31 accounting principles was equal to or less than thirty-five 1 32 percent of the county's projected expenditures for that fiscal 1 33 year. 1 34 (4) The county is in compliance with the filing date 1 35 requirements under section 331.403. 2 1 d. The distribution amount a county receives from the 2 2 moneys available in the pool shall be determined based upon 2 3 the county's proportion of the general population of the 2 4 counties eligible to receive moneys from the pool for that 2 5 fiscal year. However, a county shall not receive moneys in 2 6 excess of the amount which would cause the county's per capita 2 7 expenditure toequalexceed the statewide per capita 2 8 expenditure target. Moneys credited to the per capita 2 9 expenditure target pool which remain unobligated or unexpended 2 10 at the close of a fiscal year shall remain in the pool for 2 11 distribution in the succeeding fiscal year. 2 12 Sec. 2. Section 426B.5, subsection 2, Code 2001, is 2 13 amended by striking the subsection. 2 14 Sec. 3. Section 426B.5, subsection 3, Code 2001, is 2 15 amended by adding the following new paragraph before paragraph 2 16 a and relettering the subsequent paragraphs: 2 17 NEW PARAGRAPH. 0a. For the purposes of this subsection, 2 18 unless the context otherwise requires: 2 19 (1) "Net expenditure amount" means a county's gross 2 20 expenditures from the services fund for a fiscal year as 2 21 adjusted by subtracting all services fund revenues for that 2 22 fiscal year that are received from a source other than 2 23 property taxes, as calculated on a modified accrual basis. 2 24 (2) "Services fund" means a county's mental health, mental 2 25 retardation, and developmental disabilities services fund 2 26 created in section 331.424A. 2 27 Sec. 4. Section 426B.5, subsection 3, paragraph c, 2 28 subparagraphs (1), (2), and (4), Code 2001, are amended to 2 29 read as follows: 2 30 (1) A county must apply to the board for assistance from 2 31 the risk pool on or before April 1 to cover an unanticipated 2 32costnet expenditure amount in excess of the county's current 2 33 fiscal yearbudgetbudgeted net expenditure amount for the 2 34 county's mental health, mental retardation, and developmental2 35disabilitiesservices fund. For purposes of applying for risk 3 1 pool assistance and for repaying unused risk pool assistance, 3 2 the current fiscal yearbudgetbudgeted net expenditure amount 3 3 shall be deemed to be the higher of either thebudgetbudgeted 3 4 net expenditure amount in the management plan approved under 3 5 section 331.439 for the fiscal year in which the application 3 6 is made or the prior fiscal year'sgross expenditures from the3 7services fundnet expenditure amount. 3 8 (2) Basic eligibility for risk pool assistance shall 3 9 require a projectedneednet expenditure amount in excess of 3 10 the sum of one hundred five percent of the county's current 3 11 fiscal yearbudgetbudgeted net expenditure amount and any 3 12 amount of the county's prior fiscal year ending fund balance 3 13 in excess of twenty-five percent of the county's gross 3 14 expenditures from the services fund in the prior fiscal year. 3 15 However, if a county's services fund ending balance in the 3 16 previous fiscal year was less than ten percent of the amount 3 17 of the county's gross expenditures from the services fund for 3 18 that fiscal year and the county has a projected net 3 19 expenditure amount for the current fiscal year that is in 3 20 excess of one hundred one percent of the budgeted net 3 21 expenditure amount for the current fiscal year, the county 3 22 shall be considered to have met the basic eligibility 3 23 requirement and is qualified for risk pool assistance. 3 24 (4) A county receiving risk pool assistance in a fiscal 3 25 year in which the county did not levy the maximum amount 3 26 allowed for the county'smental health, mental retardation,3 27and developmental disabilitiesservices fund under section 3 28 331.424A shall be required to repay the risk pool assistance 3 29 during the two succeeding fiscal years. The repayment amount 3 30 shall be limited to the amount by which the actual amount 3 31 levied was less than the maximum amount allowed, with at least 3 32 fifty percent due in the first succeeding fiscal year and the 3 33 remainder due in the second succeeding fiscal year. 3 34 Sec. 5. Section 426B.5, subsection 3, Code 2001, is 3 35 amended by adding the following new paragraph: 4 1 NEW PARAGRAPH. f. On or before March 1 and September 1 of 4 2 each fiscal year, the department of human services shall 4 3 provide the risk pool board with a report of the financial 4 4 condition of each funding source administered by the board. 4 5 The report shall include but is not limited to an itemization 4 6 of the funding source's balances, types and amount of revenues 4 7 credited, and payees and payment amounts for the expenditures 4 8 made from the funding source during the reporting period. 4 9 Sec. 6. 2000 Iowa Acts, chapter 1232, section 1, 4 10 subsection 2, unnumbered paragraph 1, is amended to read as 4 11 follows: 4 12 For deposit in the per capita expenditure target pool 4 13 created in the property tax relief fund pursuant to section 4 14 426B.5, subsection 1: 4 15 ................................................. $10,492,7124 16 12,492,712 4 17 Sec. 7. 2000 Iowa Acts, chapter 1232, section 1, 4 18 subsection 3, is amended to read as follows: 4 19 3. For deposit in the incentive and efficiency pool 4 20 created in the property tax relief fund pursuant to section 4 21 426B.5, subsection 2: 4 22 .................................................. $2,000,0004 23 0 4 24 Sec. 8. EFFECTIVE DATE AND UNOBLIGATED MONEYS BUDGET 4 25 CERTIFICATION. 4 26 1. The following sections of this Act, being deemed of 4 27 immediate importance, take effect upon enactment: 4 28 a. The sections of this Act amending Code section 426B.5, 4 29 subsections 2 and 3, which are applicable to fiscal years 4 30 beginning on or after July 1, 2001. 4 31 b. The sections of this Act amending 2000 Iowa Acts, 4 32 chapter 1232. 4 33 c. This section. 4 34 2. Any moneys in the incentive and efficiency pool created 4 35 in section 426B.5, subsection 2, that remain unencumbered or 5 1 unobligated at the close of the fiscal year beginning July 1, 5 2 2000, shall be credited to the appropriation and allocation 5 3 for the per capita expenditure target pool for distribution to 5 4 counties for fiscal year 2001-2002 made in 2000 Iowa Acts, 5 5 chapter 1232, section 1, subsection 2. 5 6 3. If this Act is enacted on or after March 1, 2001, and a 5 7 county projects that the appropriation changes for the 5 8 incentive and efficiency and per capita expenditure target 5 9 pools in this Act would result in a significant shortfall in 5 10 the county's mental health, mental retardation, and 5 11 developmental disabilities services fund budget, the county 5 12 board of supervisors may request that the state appeals board 5 13 modify the county's certified budget. The request must be 5 14 submitted to the state appeals board within thirty days of the 5 15 effective date of this section. The state appeals board may 5 16 accept or reject the request in whole or in part and the 5 17 decision is final. If a budget modification is approved, the 5 18 department of management shall make the necessary changes in 5 19 the services fund budget and certify the modified budget back 5 20 to the county board of supervisors and the county auditor. 5 21 The county auditor shall adjust the levy rates for the 5 22 services fund as necessary to implement the modified budget. 5 23 All county budget modifications requested in accordance with 5 24 this subsection shall be accepted or rejected within sixty 5 25 days of the effective date of this Act. 5 26 EXPLANATION 5 27 This bill makes changes in the statutory provisions for 5 28 funding pools within the property tax relief fund used to make 5 29 payments to counties for mental health and developmental 5 30 disabilities (MH/DD) services expenditures and in allocations 5 31 to the funding pools made in appropriations for fiscal year 5 32 2001-2002. 5 33 Effective beginning with fiscal year 2001-2002, Code 5 34 section 426B.5, subsection 1, is amended to change the 5 35 statewide per capita expenditure target amount for county 6 1 MH/DD services from the 75th percentile of all county per 6 2 capita expenditures in fiscal year 1997-1998 to the 100th 6 3 percentile. The target amount is used in a formula to 6 4 distribute moneys to counties that have a per capita 6 5 expenditure amount for MH/DD services that is equal to or less 6 6 than the target amount. The moneys are distributed from the 6 7 per capita expenditure target pool created within the property 6 8 tax relief fund for this purpose. The bill strikes and 6 9 rewrites the eligibility requirements for the per capita 6 10 expenditure target pool, codifying two new eligibility 6 11 requirements that were in session law for fiscal year 2001- 6 12 2002: the county must have an ending fund balance in the 6 13 previous fiscal year that is equal to or less than 35 percent 6 14 of the county's projected expenditures for the fiscal year and 6 15 the county must submit its financial report for the previous 6 16 fiscal year by December 1 and meet other financial reporting 6 17 requirements. The bill rewrites but retains other existing 6 18 eligibility requirements except that the bill would allow 6 19 eligibility for those counties whose per capita expenditures 6 20 are equal to or less than the statewide per capita expenditure 6 21 target. Current law requires the per capita expenditures to 6 22 be less than the statewide target. 6 23 The bill also repeals the incentive and efficiency pool in 6 24 the property tax relief fund by striking Code section 426B.5, 6 25 subsection 2. 6 26 Code section 426B.5, subsection 3, relating to the risk 6 27 pool within the property tax relief fund, is amended. The 6 28 bill defines the term "net expenditure amount" for use in 6 29 calculating a county's eligibility status and amount of 6 30 assistance that may be provided from the risk pool. The bill 6 31 also authorizes risk pool eligibility for a county that 6 32 carried forward a low percentage ending balance amount from 6 33 the prior fiscal year and has projected that net expenditures 6 34 for the current fiscal year will be in excess of 101 percent 6 35 of the net amount budgeted. 7 1 Under current law, a county accessing risk pool assistance 7 2 that did not levy the maximum amount authorized by law is 7 3 required to repay the assistance over the next two fiscal 7 4 years. The bill requires at least 50 percent to be repaid 7 5 during the first succeeding fiscal year and the remainder to 7 6 be repaid in the second succeeding fiscal year. 7 7 The bill requires the department of human services to 7 8 report financial information annually by March 1 and September 7 9 1 to the risk pool board concerning the funding sources the 7 10 board oversees. 7 11 The bill amends allocations made among the funding pools 7 12 from the fiscal year 2001-2002 appropriation for distribution 7 13 to counties of the county mental health, mental retardation, 7 14 and developmental disabilities services allowed growth factor 7 15 adjustment. With the bill's elimination of the statutory 7 16 provision which created the incentive and efficiency pool, the 7 17 bill also eliminates the fiscal year 2001-2002 allocation to 7 18 that pool and reallocates the moneys to the statewide per 7 19 capita expenditure target pool or for distribution with the 7 20 general allowed growth moneys. 7 21 The portions of the bill amending the risk pool Code 7 22 provisions and the fiscal year 2001-2002 allocations take 7 23 effect upon enactment. The bill also provides, effective upon 7 24 enactment, that any moneys remaining unexpended in the 7 25 incentive and efficiency pool at the close of fiscal year 7 26 2000-2001 are to be distributed in the succeeding fiscal year 7 27 based upon each county's proportion of the state's general 7 28 population along with the other funds appropriated for 7 29 distribution by that formula. 7 30 In the event the bill is enacted after March 1, 2001, if a 7 31 county projects that the changes in the funding pools will 7 32 result in a significant shortfall in the county's MH/DD 7 33 services fund, the county board of supervisors may request 7 34 that the state appeals board make a modification in the 7 35 county's certified budget. The request must be submitted 8 1 within 30 days of the bill provision's effective date and the 8 2 board may accept or reject the request in whole or in part. 8 3 If a modification is approved, the budget is to be changed by 8 4 the department of management and the budget is to be certified 8 5 to the county board and auditor. The review and decision are 8 6 to be completed within 60 days of the bill provision's 8 7 effective date. 8 8 LSB 1985YH 79 8 9 jp/gg/8
Text: HF00522 Text: HF00524 Text: HF00500 - HF00599 Text: HF Index Bills and Amendments: General Index Bill History: General Index
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