Senate Study Bill 1202

                                       SENATE FILE       
                                       BY  (PROPOSED COMMITTEE ON WAYS
                                            AND MEANS BILL BY
                                            CHAIRPERSON McKIBBEN)


    Passed Senate, Date               Passed House,  Date             
    Vote:  Ayes        Nays           Vote:  Ayes        Nays         
                 Approved                            

                                      A BILL FOR

  1 An Act relating to the issuance of tax credit certificates and
  2    related tax credits to designated investors in the Iowa fund
  3    of funds.
  4 BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF IOWA:
  5 TLSB 3484SC 80
  6 tm/pj/5

PAG LIN

  1  1    Section 1.  Section 15E.66, Code 2003, is amended by adding
  1  2 the following new subsection:
  1  3    NEW SUBSECTION.  8.  In determining whether to issue tax
  1  4 credit certificates and related tax credits with respect to a
  1  5 particular investment in the Iowa fund of funds, the board
  1  6 shall consider the terms of the investment and the terms of
  1  7 the proposed tax credit certificate and shall assess the level
  1  8 of risk that the tax credits will be redeemed and the
  1  9 likelihood that the investment will result in returns in
  1 10 excess of amounts payable to designated investors which may be
  1 11 reinvested in the Iowa fund of funds revolving fund as
  1 12 provided in section 15E.65, subsection 2, paragraph "a".  In
  1 13 making this determination, the board shall compare how
  1 14 alternative investment structures would affect the level of
  1 15 risk that the tax credits will be redeemed and the likelihood
  1 16 that the investment will cause excess returns to be generated
  1 17 in the Iowa fund of funds for reinvestment in the revolving
  1 18 fund.  The board may issue tax credit certificates and related
  1 19 tax credits with respect to a particular investment in the
  1 20 Iowa fund of funds if it determines that the Iowa capital
  1 21 investment corporation has taken appropriate measures to
  1 22 minimize the risk that the tax credits will be redeemed and
  1 23 maximize the amount available to be reinvested in the Iowa
  1 24 fund of funds revolving fund.  The board shall not be
  1 25 obligated to issue tax credit certificates and related tax
  1 26 credits, but may do so consistent with the provisions of this
  1 27 subsection.
  1 28                           EXPLANATION
  1 29    This bill relates to the issuance of tax credit
  1 30 certificates and related tax credits to designated investors
  1 31 in the Iowa fund of funds.
  1 32    The bill provides criteria for the Iowa capital investment
  1 33 board to consider in determining whether to issue tax credit
  1 34 certificates and related tax credits.  The bill provides that
  1 35 the board shall consider the terms of the investment and the
  2  1 terms of the proposed tax credit certificate and shall assess
  2  2 the level of risk that the tax credits will be redeemed and
  2  3 the likelihood that the investment will result in returns in
  2  4 excess of amounts payable to designated investors which may be
  2  5 reinvested in the Iowa fund of funds revolving fund.  The bill
  2  6 requires the board to compare how alternative investment
  2  7 structures would affect the level of risk that the tax credits
  2  8 will be redeemed and the likelihood that the investment will
  2  9 cause excess returns to be generated in the Iowa fund of funds
  2 10 for reinvestment in the revolving fund.  The bill allows the
  2 11 board to issue tax credit certificates and related tax credits
  2 12 if it determines that the Iowa capital investment corporation
  2 13 has taken appropriate measures to minimize the risk that the
  2 14 tax credits will be redeemed and maximize the amount available
  2 15 to be reinvested in the Iowa fund of funds revolving fund.
  2 16 The bill provides that the board shall not be obligated to
  2 17 issue tax credit certificates and related tax credits, but may
  2 18 do so consistent with the provisions of this bill.
  2 19 LSB 3484SC 80
  2 20 tm/pj/5