SENATE BILL No. 1412

 

 

July 1, 2010, Introduced by Senator BROWN and referred to the Committee on Senior Citizens and Veterans Affairs.

 

 

 

     A bill to provide for the development and rehabilitation of

 

residential housing; to provide for the creation of senior

 

enterprise zones; to provide for obtaining senior enterprise zone

 

certificates for a period of time and to prescribe the contents of

 

the certificates; to provide for the exemption of certain taxes; to

 

provide for the levy and collection of a specific tax on the owner

 

of certain facilities; and to prescribe the powers and duties of

 

certain officers of the state and local governmental units.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

     Sec. 1. This act shall be known and may be cited as the

 

"senior enterprise zone act".

 

     Sec. 2. As used in this act:

 

     (a) "Commission" means the state tax commission created by

 


1927 PA 360, MCL 209.101 to 209.107.

 

     (b) "Condominium unit" means that portion of a structure

 

intended for separate ownership, intended for residential use, and

 

established pursuant to the condominium act, 1978 PA 59, MCL

 

559.101 to 559.276. Condominium units within a qualified historic

 

building may be held under common ownership.

 

     (c) "Developer" means a person who is the owner of a new

 

facility at the time of construction or of a rehabilitated facility

 

at the time of rehabilitation for which a neighborhood enterprise

 

zone certificate is applied for or issued.

 

     (d) "Facility" means a homestead facility, a new facility, or

 

a rehabilitated facility.

 

     (e) "Homestead facility" means 1 of the following:

 

     (i) An existing structure, purchased by or transferred to an

 

owner after December 31, 1996, that has as its primary purpose

 

residential housing consisting of 1 or 2 units, 1 of which is

 

occupied by an owner as his or her principal residence and that is

 

located within a subdivision platted pursuant to state law before

 

January 1, 1968 other than an existing structure for which a

 

certificate will or has been issued after December 31, 2006 in a

 

city with a population of 750,000 or more, is located within a

 

subdivision platted pursuant to state law before January 1, 1968.

 

     (ii) An existing structure that has as its primary purpose

 

residential housing consisting of 1 or 2 units, 1 of which is

 

occupied by an owner as his or her principal residence that is

 

located in a subdivision platted after January 1, 1999 and is

 

located in a county with a population of more than 400,000 and less

 


than 500,000 according to the most recent decennial census and is

 

located in a city with a population of more than 100,000 and less

 

than 125,000 according to the most recent decennial census.

 

     (f) "Local governmental unit" means a qualified local

 

governmental unit as that term is defined under section 2 of the

 

obsolete property rehabilitation act, 2000 PA 146, MCL 125.2782, or

 

a county seat.

 

     (g) "New facility" means 1 or both of the following:

 

     (i) A new structure or a portion of a new structure that has as

 

its primary purpose residential housing consisting of 1 or 2 units,

 

1 of which is or will be occupied by an owner as his or her

 

principal residence. New facility includes a model home or a model

 

condominium unit. New facility includes a new individual

 

condominium unit, in a structure with 1 or more condominium units,

 

that has as its primary purpose residential housing and that is or

 

will be occupied by an owner as his or her principal residence.

 

Except as provided in subparagraph (ii), new facility does not

 

include apartments.

 

     (ii) A new structure or a portion of a new structure that meets

 

all of the following:

 

     (A) Is rented or leased or is available for rent or lease.

 

     (B) Is a mixed use building or located in a mixed use building

 

that contains retail business space on the street level floor.

 

     (C) Is located in a qualified downtown revitalization

 

district.

 

     (h) "Owner" means the record title holder of, or the vendee of

 

the original land contract pertaining to, a new facility, a

 


homestead facility, or a rehabilitated facility for which a

 

neighborhood enterprise zone certificate is applied for or issued.

 

     (i) "Qualified assessing authority" means 1 of the following:

 

     (i) For a facility other than a homestead facility, the

 

commission.

 

     (ii) For a homestead facility, the assessor of the local

 

governmental unit in which the homestead facility is located.

 

     (j) "Qualified downtown revitalization district" means an area

 

located within 1 or more of the following:

 

     (i) The boundaries of a downtown district as defined in section

 

1 of 1975 PA 197, MCL 125.1651.

 

     (ii) The boundaries of a principal shopping district or a

 

business improvement district as defined in section 1 of 1961 PA

 

120, MCL 125.981.

 

     (iii) The boundaries of the local governmental unit in an area

 

that is zoned and primarily used for business as determined by the

 

local governmental unit.

 

     (k) "Qualified historic building" means a property within a

 

neighborhood enterprise zone that has been designated a historic

 

resource as defined under section 266 of the income tax act of

 

1967, 1967 PA 281, MCL 206.266.

 

     (l) "Rehabilitated facility" means an existing structure or a

 

portion of an existing structure with a current true cash value of

 

$80,000.00 or less per unit that has or will have as its primary

 

purpose residential housing, consisting of 1 to 8 units, the owner

 

of which proposes improvements that if done by a licensed

 

contractor would cost in excess of $5,000.00 per owner-occupied

 


unit or 50% of the true cash value, whichever is less, or $7,500.00

 

per nonowner-occupied unit or 50% of the true cash value, whichever

 

is less, or the owner proposes improvements that would be done by

 

the owner and not a licensed contractor and the cost of the

 

materials would be in excess of $3,000.00 per owner-occupied unit

 

or $4,500.00 per nonowner-occupied unit and will bring the

 

structure into conformance with minimum local building code

 

standards for occupancy or improve the livability of the units

 

while meeting minimum local building code standards. Rehabilitated

 

facility also includes an individual condominium unit, in a

 

structure with 1 or more condominium units that has as its primary

 

purpose residential housing, the owner of which proposes the above

 

described improvements. Rehabilitated facility also includes

 

existing or proposed condominium units in a qualified historic

 

building with 1 or more existing or proposed condominium units.

 

Rehabilitated facility does not include a facility rehabilitated

 

with the proceeds of an insurance policy for property or casualty

 

loss. A qualified historic building may contain multiple

 

rehabilitated facilities.

 

     (m) "Senior enterprise zone certificate" or "certificate"

 

means a certificate issued pursuant to sections 4, 5, and 6.

 

     Sec. 3. (1) The governing body of a local governmental unit by

 

resolution may designate 1 or more senior enterprise zones within

 

that local governmental unit. Except as otherwise provided in this

 

subsection, a senior enterprise zone shall contain not fewer than

 

10 platted parcels of land. A senior enterprise zone located in a

 

qualified downtown revitalization district may contain fewer than

 


10 platted parcels if the platted parcels together contain 10 or

 

more facilities. All the land within a senior enterprise zone shall

 

also be compact and contiguous. Contiguity is not broken by a road,

 

right-of-way, or property purchased or taken under condemnation if

 

the purchased or condemned property was a single parcel prior to

 

the sale or condemnation.

 

     (2) The total acreage of the senior enterprise zones

 

containing only new facilities or rehabilitated facilities or any

 

combination of new facilities or rehabilitated facilities

 

designated under this act shall not exceed 15% of the total acreage

 

contained within the boundaries of the local governmental unit. The

 

total acreage of the senior enterprise zones containing only

 

homestead facilities designated under this act shall not exceed 10%

 

of the total acreage contained within the boundaries of the local

 

governmental unit or, with the approval of the board of

 

commissioners of the county in which the senior enterprise zone is

 

located if the county does not have an elected or appointed county

 

executive or with the approval of the board of commissioners and

 

the county executive of the county in which the senior enterprise

 

zone is located if the county has an elected or appointed county

 

executive, 15% of the total acreage contained within the boundaries

 

of the local governmental unit.

 

     (3) Not less than 60 days before the passage of a resolution

 

designating a senior enterprise zone or the repeal or amendment of

 

a resolution under subsection (5), the clerk of the local

 

governmental unit shall give written notice to the assessor and to

 

the governing body of each taxing unit that levies ad valorem

 


property taxes in the proposed senior enterprise zone. Before

 

acting upon the resolution, the governing body of the local

 

governmental unit shall make a finding that a proposed senior

 

enterprise zone is consistent with the master plan of the local

 

governmental unit and the neighborhood preservation and economic

 

development goals of the local governmental unit. The governing

 

body before acting upon the resolution shall also adopt a statement

 

of the local governmental unit's goals, objectives, and policies

 

relative to the maintenance, preservation, improvement, and

 

development of housing for all persons regardless of income level

 

living within the proposed senior enterprise zone. In addition, the

 

governing body before acting upon the resolution shall make

 

specific finding on the availability of health care retail

 

resources, lifelong learning opportunities, effect of geographic

 

location, and cultural amenities for seniors who could reside

 

within the proposed senior enterprise zone. Additionally, before

 

acting upon the resolution, the governing body of a local

 

governmental unit with a population greater than 20,000 shall pass

 

a housing inspection ordinance. A local governmental unit with a

 

population of 20,000 or less may pass a housing inspection

 

ordinance. Before the sale of a unit in a new or rehabilitated

 

facility for which a senior enterprise zone certificate is in

 

effect, an inspection shall be made of the unit to determine

 

compliance with any local construction or safety codes and that a

 

sale may not be finalized until there is compliance with those

 

local construction or safety codes. The governing body shall hold a

 

public hearing not later than 45 days after the date the notice is

 


sent but before acting upon the resolution.

 

     (4) Upon receipt of a notice under subsection (3), the

 

assessor shall determine and furnish to the governing body of the

 

local governmental unit the amount of the true cash value of the

 

property located within the proposed senior enterprise zone and any

 

other information considered necessary by the governing body.

 

     (5) A resolution designating a senior enterprise zone, other

 

than a zone designated under subsection (2), may be repealed or

 

amended not sooner than 3 years after the date of adoption or of

 

the most recent amendment of the resolution by the governing body

 

of the local governmental unit. The repeal or amendment of the

 

resolution shall take effect 6 months after adoption. However, an

 

action taken under this subsection does not invalidate a

 

certificate that is issued or in effect and a facility for which a

 

certificate is issued or in effect shall continue to be included in

 

the total acreage limitations under this section until the

 

certificate is expired or revoked.

 

     Sec. 4. (1) The owner of a homestead facility or owner or

 

developer or prospective owner or developer of a proposed new

 

facility or an owner or developer or prospective developer

 

proposing to rehabilitate property located in a senior enterprise

 

zone may file an application for a senior enterprise zone

 

certificate with the clerk of the local governmental unit. The

 

application shall be filed in the manner and form prescribed by the

 

commission. The clerk of the local governmental unit shall provide

 

a copy of each homestead facility application to the assessor for

 

the local governmental unit. Except as otherwise provided by the

 


local governmental unit by resolution if the application is filed

 

not later than 6 months following the date the building permit is

 

issued, the application shall be filed before a building permit is

 

issued for the new construction or rehabilitation of the facility.

 

     (2) The application shall contain or be accompanied by all of

 

the following:

 

     (a) A general description of the homestead facility, new

 

facility, or proposed rehabilitated facility.

 

     (b) The dimensions of the parcel on which the homestead

 

facility, new facility, or proposed rehabilitated facility is or is

 

to be located.

 

     (c) The general nature and extent of the construction to be

 

undertaken.

 

     (d) A time schedule for undertaking and completing the

 

rehabilitation of property or the construction of the new facility.

 

     (e) A statement by the owner of a homestead facility that the

 

owner is committed to investing a minimum of $500.00 in the first 3

 

years that the certificate for a homestead facility is in effect

 

and committed to documenting the minimum investment if required to

 

do so by the assessor of the local governmental unit.

 

     (f) Any other information required by the local governmental

 

unit.

 

     Sec. 5. Not more than 60 days after receipt by its clerk of an

 

application under section 4, the governing body of the local

 

governmental unit by resolution shall approve the application for a

 

senior enterprise zone certificate. The clerk shall forward the

 

application to the qualified assessing authority.

 


     Sec. 6. Not later than 60 days after receipt of an approved

 

application for a homestead facility or a rehabilitated facility,

 

and not later than 30 days, or if an approved application is

 

received after October 31, not later than 45 days after receipt of

 

an approved application for a new facility, the qualified assessing

 

authority shall determine whether the homestead facility, new

 

facility, or rehabilitated facility complies with the requirements

 

of this act. If the qualified assessing authority finds compliance,

 

the qualified assessing authority shall issue a senior enterprise

 

zone certificate to the applicant and send a certified copy of the

 

certificate to each affected taxing unit. The assessor shall keep

 

the certificate filed on record in his or her office. The qualified

 

assessing authority shall maintain a record of all certificates

 

filed. Notice of the qualified assessing authority's refusal to

 

issue a certificate shall be sent by certified mail to the same

 

persons.

 

     Sec. 7. (1) The commission shall not issue a senior enterprise

 

zone certificate for a new facility unless the new facility meets

 

the requirements of the definition in section 2(g).

 

     (2) The commission shall not issue a senior enterprise zone

 

certificate for a rehabilitated facility unless the rehabilitated

 

facility meets the requirements of the definition in section 2(k).

 

     (3) The assessor of the local governmental unit shall not

 

issue a senior enterprise zone certificate for a homestead facility

 

unless the homestead facility meets the requirements of the

 

definition in section 2(e).

 

     Sec. 8. A senior enterprise zone certificate shall be in the

 


form prescribed and provided by the commission and shall include

 

the following:

 

     (a) A legal description of the real property on which the new

 

facility is to be located or the legal description of the homestead

 

facility or the rehabilitated property.

 

     (b) A statement that unless revoked under this act, the

 

certificate shall remain in effect for the period stated in the

 

certificate.

 

     Sec. 9. (1) Except as provided in subsection (14), there is

 

levied on the owner of a homestead facility, a new facility, or a

 

rehabilitated facility to which a senior enterprise zone

 

certificate is issued a specific tax known as the senior enterprise

 

zone tax.

 

     (2) A homestead facility, a new facility, or a rehabilitated

 

facility for which a senior enterprise zone certificate is in

 

effect, but not the land on which the facility is located, is

 

exempt from ad valorem real property taxes collected under the

 

general property tax act, 1893 PA 206, MCL 211.1 to 211.157.

 

     (3) Except as otherwise provided in this section, the amount

 

of the senior enterprise zone tax on a new facility is determined

 

each year by multiplying the taxable value of the facility, not

 

including the land, by 1 of the following:

 

     (a) For property that would otherwise meet the definition of a

 

principal residence under section 7dd of the general property tax

 

act, 1893 PA 206, MCL 211.7dd, if that property was not exempt from

 

ad valorem property taxes under this act, 1/2 of the average rate

 

of taxation levied in this state in the immediately preceding

 


calendar year on a principal residence and qualified agricultural

 

property as defined in section 7dd of the general property tax act,

 

1893 PA 206, MCL 211.7dd.

 

     (b) For property that is not a principal residence under

 

section 7dd of the general property tax act, 1893 PA 206, MCL

 

211.7dd, 1/2 of the average rate of taxation levied upon

 

commercial, industrial, and utility property upon which ad valorem

 

taxes are assessed as determined for the immediately preceding

 

calendar year by the state board of assessors under section 13 of

 

1905 PA 282, MCL 207.13.

 

     (4) Except as otherwise provided in this section, the amount

 

of the neighborhood enterprise zone tax on a rehabilitated facility

 

is determined each year by multiplying the taxable value of the

 

rehabilitated facility, not including the land, for the tax year

 

immediately preceding the effective date of the senior enterprise

 

zone certificate by the total mills collected under the general

 

property tax act, 1893 PA 206, MCL 211.1 to 211.155, for the

 

current year by all taxing units within which the rehabilitated

 

facility is located.

 

     (5) Except as otherwise provided in this section, the amount

 

of the senior enterprise zone tax on a homestead facility is the

 

sum of all the following:

 

     (a) One-half the number of mills levied for operating purposes

 

by the local governmental unit in which the senior enterprise zone

 

is located multiplied by the current taxable value of the homestead

 

facility not including the land.

 

     (b) One-half the number of mills levied for operating purposes

 


by the county in which the senior enterprise zone is located

 

multiplied by the current taxable value of the homestead facility

 

not including the land.

 

     (c) The total number of mills collected under the general

 

property tax act, 1893 PA 206, MCL 211.1 to 211.155, for the

 

current year by all taxing jurisdictions within which the homestead

 

facility is located excluding the number of mills levied for

 

operating purposes by the local governmental unit and county in

 

which the homestead facility is located multiplied by the current

 

taxable value of the homestead facility not including the land.

 

     (6) In the year 2 years before the year in which the senior

 

enterprise zone certificate expires for a homestead facility or for

 

a new facility, the senior enterprise zone tax is the sum of all of

 

the following:

 

     (a) Five-eighths the number of mills levied for operating

 

purposes by the local governmental unit in which the senior

 

enterprise zone is located multiplied by the current taxable value

 

of the facility not including the land.

 

     (b) Five-eighths the number of mills levied for operating

 

purposes by the county in which the senior enterprise zone is

 

located multiplied by the current taxable value of the facility not

 

including the land.

 

     (c) The total number of mills collected under the general

 

property tax act, 1893 PA 206, MCL 211.1 to 211.155, for the

 

current year by all taxing jurisdictions within which the facility

 

is located excluding the number of mills levied for operating

 

purposes by the local governmental unit and county in which the

 


facility is located multiplied by the current taxable value of the

 

facility not including the land.

 

     (7) In the year before the year in which the senior enterprise

 

zone certificate expires for a homestead facility or for a new

 

facility, the senior enterprise zone tax is the sum of all the

 

following:

 

     (a) Three-fourths the number of mills levied for operating

 

purposes by the local governmental unit in which the senior

 

enterprise zone is located multiplied by the current taxable value

 

of the facility not including the land.

 

     (b) Three-fourths the number of mills levied for operating

 

purposes by the county in which the senior enterprise zone is

 

located multiplied by the current taxable value of the facility not

 

including the land.

 

     (c) The total number of mills collected under the general

 

property tax act, 1893 PA 206, MCL 211.1 to 211.155, for the

 

current year by all taxing jurisdictions within which the facility

 

is located excluding the number of mills levied for operating

 

purposes by the local governmental unit and county in which the

 

facility is located multiplied by the current taxable value of the

 

facility not including the land.

 

     (8) In the year in which the senior enterprise zone

 

certificate expires for a homestead facility or for a new facility,

 

the senior enterprise zone tax is the sum of all the following:

 

     (a) Seven-eighths the number of mills levied for operating

 

purposes by the local governmental unit in which the senior

 

enterprise zone is located multiplied by the current taxable value

 


of the facility not including the land.

 

     (b) Seven-eighths the number of mills levied for operating

 

purposes by the county in which the senior enterprise zone is

 

located multiplied by the current taxable value of the facility not

 

including the land.

 

     (c) The total number of mills collected under the general

 

property tax act, 1893 PA 206, MCL 211.1 to 211.155, for the

 

current year by all taxing jurisdictions within which the facility

 

is located excluding the number of mills levied for operating

 

purposes by the local governmental unit and county in which the

 

facility is located multiplied by the current taxable value of the

 

facility not including the land.

 

     (9) The senior enterprise zone tax is an annual tax, payable

 

at the same times, in the same installments, and to the same

 

officer or officers as taxes collected under the general property

 

tax act, 1893 PA 206, MCL 211.1 to 211.155, are payable. Except as

 

otherwise provided in this section, the officer or officers shall

 

disburse the senior enterprise zone tax received by the officer or

 

officers each year to the state, cities, townships, villages,

 

school districts, counties, and authorities at the same times and

 

in the same proportions as required for the disbursement of taxes

 

collected under the general property tax act, 1893 PA 206, MCL

 

211.1 to 211.155. To determine the proportion for the disbursement

 

of taxes under this subsection and for attribution of taxes under

 

subsection (11), local tax collection officers shall disburse the

 

proceeds of the senior enterprise zone tax collected on homestead

 

facilities under subsection (5) and on homestead facilities, new

 


facilities, and rehabilitated facilities under subsections (6),

 

(7), and (8) each year to the state, cities, townships, villages,

 

school districts, counties, and authorities in an amount equal to

 

the sum of the proceeds of the senior enterprise zone tax collected

 

on the facility multiplied by a fraction in which the numerator is

 

the number of mills levied by the taxing unit that was used to

 

calculate the specific tax on the facility and the denominator is

 

the total number of mills levied by all the taxing units that was

 

used to calculate the specific tax in which the property is

 

located.

 

     (10) An intermediate school district receiving state aid under

 

sections 56, 62, and 81 of the state school aid act of 1979, 1979

 

PA 94, MCL 388.1656, 388.1662, and 388.1681, of the amount that

 

would otherwise be disbursed to or retained by the intermediate

 

school district, all or a portion, to be determined on the basis of

 

the tax rates being utilized to compute the amount of state aid,

 

shall be paid to the state treasury to the credit of the state

 

school aid fund established by section 11 of article IX of the

 

state constitution of 1963. If and for the period that the state

 

school aid act of 1979, 1979 PA 94, MCL 388.1601 to 388.1772, is

 

amended or its successor act is enacted or amended to include a

 

provision that provides for adjustments in state school aid to

 

account for the receipt of revenues provided under this act in

 

place of exempted ad valorem property tax, revenues required to be

 

remitted or returned to the state treasury to the credit of the

 

state school aid fund shall be distributed instead to the

 

intermediate school districts. If the sum of any industrial

 


facility tax levied under 1974 PA 198, MCL 207.551 to 207.572, the

 

commercial facilities tax levied under the commercial redevelopment

 

act, 1978 PA 255, MCL 207.651 to 207.668, the neighborhood

 

enterprise zone tax levied under the neighborhood enterprise zone

 

act, 1992 PA 147, MCL 207.771 to 207.787, and the senior enterprise

 

zone tax paid to the state treasury to the credit of the state

 

school aid fund that would otherwise be disbursed to the

 

intermediate school district exceeds the amount received by the

 

intermediate school district under sections 56, 62, and 81 of the

 

state school aid act of 1979, 1979 PA 94, MCL 388.1656, 388.1662,

 

and 388.1681, the department of treasury shall allocate to each

 

eligible intermediate school district an amount equal to the

 

difference between the sum of the industrial facility tax, the

 

commercial facilities tax, the neighborhood enterprise zone tax,

 

and the senior enterprise zone tax paid to the state treasury to

 

the credit of the state school aid fund and the amount the

 

intermediate school district received under sections 56, 62, and 81

 

of the state school aid act of 1979, 1979 PA 94, MCL 388.1656,

 

388.1662, and 388.1681.

 

     (11) For senior enterprise zone taxes levied for school

 

operating purposes, the amount that would otherwise be disbursed to

 

a local school district shall be paid instead to the state treasury

 

and credited to the state school aid fund established by section 11

 

of article IX of the state constitution of 1963.

 

     (12) The officer or officers shall send a copy of the amount

 

of disbursement made to each unit under this section to the

 

commission on a form provided by the commission. The senior

 


enterprise zone tax is a lien on the real property upon which the

 

new facility or rehabilitated facility subject to the certificate

 

is located until paid. The continuance of a certificate is

 

conditional upon the annual payment of the senior enterprise zone

 

tax and the ad valorem tax on the land collected under the general

 

property tax act, 1893 PA 206, MCL 211.1 to 211.155.

 

     (13) If payment of the tax under this act is not made by the

 

March 1 following the levy of the tax, the tax shall be turned over

 

to the county treasurer and collected in the same manner as a

 

delinquent tax under the general property tax act, 1893 PA 206, MCL

 

211.1 to 211.155.

 

     (14) A homestead facility, a new facility, or a rehabilitated

 

facility located in a renaissance zone under the Michigan

 

renaissance zone act, 1996 PA 376, MCL 125.2681 to 125.2696, is

 

exempt from the senior enterprise zone tax levied under this act to

 

the extent and for the duration provided pursuant to the Michigan

 

renaissance zone act, 1996 PA 376, MCL 125.2681 to 125.2696, except

 

for that portion of the senior enterprise zone tax attributable to

 

a special assessment or a tax described in section 7ff(2) of the

 

general property tax act, 1893 PA 206, MCL 211.7ff. The senior

 

enterprise zone tax calculated under this subsection shall be

 

disbursed proportionately to the local taxing unit or units that

 

levied the special assessment or the tax described in section

 

7ff(2) of the general property tax act, 1893 PA 206, MCL 211.7ff.

 

     Sec. 10. (1) Except as provided in subsections (2) and (3),

 

the effective date of the senior enterprise zone certificate is

 

December 31 in the year in which the new facility or rehabilitated

 


facility is substantially completed and, for a new facility,

 

occupied by an owner as a principal residence, as evidenced by the

 

owner filing with the assessor of the local assessing unit all of

 

the following:

 

     (a) For a new facility, a certificate of occupancy.

 

     (b) For a rehabilitated facility, a certificate that the

 

improvements meet minimum local building code standards issued by

 

the local building inspector or other authorized officer or a

 

certificate of occupancy if required by local building permits or

 

building codes.

 

     (c) For a rehabilitated facility, documentation proving the

 

cost requirements of section 2(k) are met.

 

     (d) For a homestead facility or a new facility, an affidavit

 

executed by an owner affirming that the homestead facility or new

 

facility is occupied by an owner as a principal residence.

 

     (2) If a new facility is substantially completed in a year but

 

is not occupied by an owner as a principal residence until the

 

following year, upon the request of the owner, the effective date

 

of the senior enterprise zone certificate shall be December 31 in

 

the year immediately preceding the date of occupancy by the owner

 

as a principal residence.

 

     (3) Upon the request of the owner, the effective date of the

 

senior enterprise zone certificate for a rehabilitated facility

 

shall be December 31 in the year immediately preceding the date on

 

which the rehabilitated facility is substantially completed.

 

     Sec. 11. (1) Upon receipt of a request by certified mail to

 

the qualified assessing authority by the holder of a senior

 


enterprise zone certificate requesting revocation of the

 

certificate, the qualified assessing authority by order shall

 

revoke the certificate.

 

     (2) The certificate shall expire if the owner fails to

 

complete the filing requirements under section 10 within 2 years of

 

the date the certificate was issued. The holder of the certificate

 

may request in writing to the qualified assessing authority a 1-

 

year automatic extension of the certificate if the owner has

 

proceeded in good faith with the construction or rehabilitation of

 

the facility in a manner consistent with the purposes of this act

 

and the delay in completion or occupancy by an owner is due to

 

circumstances beyond the control of the holder of the certificate.

 

Upon request of the governing body of the local governmental unit,

 

the qualified assessing authority shall extend the certificate if

 

the new facility has not been occupied.

 

     (3) The certificate for a homestead facility or new facility

 

is automatically revoked if the homestead facility or new facility

 

is no longer a homestead as that term is defined in section 7a of

 

the general property tax act, 1893 PA 206, MCL 211.7a. However, if

 

the owner or any subsequent owner submits a certificate before the

 

revocation is effective, the qualified assessing authority, upon

 

application of the owner, shall rescind the order of revocation. If

 

the certificate is submitted after revocation of the certificate,

 

the qualified assessing authority, upon application of the owner,

 

shall reinstate the certificate for the remaining period of time

 

for which the original certificate would have been in effect.

 

     (4) If the owner of the facility fails to make the annual

 


payment of the senior enterprise zone tax and the ad valorem

 

property tax on the land under the general property tax act, 1893

 

PA 206, MCL 211.1 to 211.155, the qualified assessing authority by

 

order shall revoke the certificate. However, if payment of these

 

taxes is made before the revocation is effective, the qualified

 

assessing authority, upon application of the owner, shall rescind

 

the order of revocation. If payment of these taxes and any

 

subsequent ad valorem property tax due on the facility is made

 

after revocation of the certificate, the qualified assessing

 

authority, upon application of the owner, shall reinstate the

 

certificate for the remaining period of time for which the original

 

certificate would have been in effect.

 

     (5) If a homestead facility, a new facility, or a

 

rehabilitated facility ceases to have as its primary purpose

 

residential housing, the qualified assessing authority by order

 

shall revoke the certificate for that facility. A new or

 

rehabilitated facility does not cease to be used for its primary

 

purpose if it is temporarily damaged or destroyed in whole or in

 

part.

 

     (6) If the governing body of a local governmental unit

 

determines that a homestead facility, a new facility, or a

 

rehabilitated facility is not in compliance with any local

 

construction, building, or safety codes and notifies the qualified

 

assessing authority by certified mail of the noncompliance, the

 

qualified assessing authority by order shall revoke the

 

certificate.

 

     (7) The revocation shall be effective beginning the December

 


31 following the date of the order or, if the certificate is

 

automatically revoked under subsection (3), the December 31

 

following the automatic revocation. The qualified assessing

 

authority shall send by certified mail copies of the order of

 

revocation to the holder of the certificate and to the assessor of

 

that local governmental unit, and to the legislative body of each

 

taxing unit that levies taxes upon property in the local

 

governmental unit in which the new facility or rehabilitated

 

facility is located.

 

     Sec. 12. (1) Except as otherwise provided in this section,

 

unless earlier revoked as provided in section 11, a senior

 

enterprise zone certificate shall remain in effect for 6 to 15

 

years from the effective date of the certificate as determined by

 

the governing body of the local governmental unit. If the homestead

 

facility, new facility, or rehabilitated facility is sold or

 

transferred to another owner who otherwise complies with this act

 

and, for a homestead facility or a new facility, uses the homestead

 

facility or the new facility as a principal residence, the

 

certificate shall remain in effect.

 

     (2) Except as provided in subsection (3), a change in

 

ownership of a rehabilitated facility constituting all or a portion

 

of a qualified historic building, occurring after the effective

 

date of a senior enterprise zone certificate for that rehabilitated

 

facility, shall not affect the validity of that neighborhood

 

enterprise zone certificate, and the certificate shall remain in

 

effect for the period specified in this section as long as the

 

rehabilitated facility has as its primary purpose residential

 


housing.

 

     (3) Unless revoked earlier as provided in section 11, a senior

 

enterprise zone certificate in effect for a rehabilitated facility

 

constituting all or a portion of a qualified historic building

 

shall remain in effect for 11 to 17 years from the effective date

 

of the certificate as determined by the governing body of the local

 

governmental unit. However, if a rehabilitated facility

 

constituting all or a portion of a qualified historic building is

 

not transferred or sold to a person who will own and occupy the

 

rehabilitated facility as his or her principal residence within 6

 

years of the effective date of the senior enterprise zone

 

certificate, the senior enterprise zone certificate is revoked.

 

     Sec. 13. (1) The assessor of each local governmental unit in

 

which is located a homestead facility, a new facility, or a

 

rehabilitated facility for which a senior enterprise zone

 

certificate is in effect shall determine annually, with respect to

 

each homestead facility, new facility, or rehabilitated facility,

 

the assessed valuation of the property comprising the facility

 

having the benefit of a senior enterprise zone certificate and the

 

amount of ad valorem property tax that would have been paid with

 

respect to each homestead facility, new facility, and rehabilitated

 

facility under the general property tax act, 1893 PA 206, MCL 211.1

 

to 211.155, if the certificate had not been in force, and the

 

assessed valuation on which the senior enterprise zone tax is based

 

for a homestead facility or a rehabilitated facility. A holder of a

 

certificate shall furnish to the assessor the information necessary

 

for the determination.

 


     (2) After making the determinations under subsection (1), the

 

assessor shall send annually notification of those determinations

 

to the governing body of each taxing unit that levies taxes upon

 

property in the local governmental unit in which the new facility

 

or rehabilitated facility is located and the holder of the

 

certificate for which the determination is made. The notice shall

 

be sent by certified mail not later than October 15 and shall be

 

based upon the valuation as of the immediately preceding December

 

31.

 

     Sec. 14. (1) The commission may promulgate rules it considers

 

necessary for the administration of this act pursuant to the

 

administrative procedures act of 1969, 1969 PA 306, MCL 24.201 to

 

24.328.

 

     (2) Not later than June 15 each year, the assessor of each

 

local governmental unit that issues a certificate under this act

 

for a homestead facility shall file with the commission a report

 

that contains all of the following information for the immediately

 

preceding calendar year:

 

     (a) The number of certificates issued.

 

     (b) The date of issuance of each certificate.

 

     (c) The name and address of the holder of each certificate.

 

     (d) The legal description of the real property of the

 

homestead facility for which each certificate was issued.

 

     (e) The taxable value for each homestead facility for which a

 

certificate was issued.

 

     (f) For each certificate that was transferred, all of the

 

following:

 


     (i) The date of each transfer.

 

     (ii) The name and address of the former holder of the

 

certificate.

 

     (iii) The name and address of the current holder of the

 

certificate.

 

     (g) For each certificate that was revoked pursuant to section

 

11, all of the following:

 

     (i) The reason for the revocation.

 

     (ii) The date of the revocation.

 

     (iii) The name and address of the holder of each certificate

 

that was revoked.

 

     (h) The impact on neighborhood revitalization in the local

 

governmental unit, including the estimated tax savings for all new

 

and current certificate holders.

 

     (3) A report required by this section shall be prepared by the

 

local assessor on a form provided by the commission. The commission

 

may require that the report be filed in an electronic format

 

prescribed by the commission.

 

     (4) Not later than October 15 each year, the commission shall

 

review and evaluate the information contained in the report

 

described in subsection (2) and submit a report based on that

 

evaluation to each house of the legislature, the chairpersons of

 

the senate and house of representatives standing committees on

 

appropriations, the chairperson of the senate standing committee on

 

finance, and the chairperson of the house of representatives

 

standing committee on tax policy. The report required under this

 

subsection shall also include specific recommendations for any

 


changes considered necessary in this act.