Senator Curtis S. Bramble proposes the following substitute bill:


1     
TAX INCREMENT AMENDMENTS

2     
2019 GENERAL SESSION

3     
STATE OF UTAH

4     
Chief Sponsor: Curtis S. Bramble

5     
House Sponsor: Stephen G. Handy

6     

7     LONG TITLE
8     General Description:
9          This bill amends provisions related to a Community Reinvestment Agency's collection
10     of tax increment revenue.
11     Highlighted Provisions:
12          This bill:
13          ▸     defines terms;
14          ▸     clarifies the application of the Community Reinvestment Agency Act;
15          ▸     clarifies the manner in which an agency may receive a taxing entity's tax revenue
16     that results from a tax increase; and
17          ▸     makes technical and conforming changes.
18     Money Appropriated in this Bill:
19          None
20     Other Special Clauses:
21          None
22     Utah Code Sections Affected:
23     AMENDS:
24          17C-1-102, as last amended by Laws of Utah 2018, Chapter 364
25          17C-1-103, as last amended by Laws of Utah 2016, Chapter 350

26          17C-1-407, as last amended by Laws of Utah 2016, Chapter 350
27     

28     Be it enacted by the Legislature of the state of Utah:
29          Section 1. Section 17C-1-102 is amended to read:
30          17C-1-102. Definitions.
31          As used in this title:
32          (1) "Active project area" means a project area that has not been dissolved in accordance
33     with Section 17C-1-702.
34          (2) "Adjusted tax increment" means the percentage of tax increment, if less than 100%,
35     that an agency is authorized to receive :
36          (a) for a pre-July 1, 1993, project area plan, under Section 17C-1-403, excluding tax
37     increment under Subsection 17C-1-403(3);
38          (b) for a post-June 30, 1993, project area plan, under Section 17C-1-404, excluding tax
39     increment under Section 17C-1-406;
40          (c) under a project area budget approved by a taxing entity committee; or
41          (d) under an interlocal agreement that authorizes the agency to receive a taxing entity's
42     tax increment.
43          (3) "Affordable housing" means housing owned or occupied by a low or moderate
44     income family, as determined by resolution of the agency.
45          (4) "Agency" or "community reinvestment agency" means a separate body corporate
46     and politic, created under Section 17C-1-201.5 or as a redevelopment agency or community
47     development and renewal agency under previous law:
48          (a) that is a political subdivision of the state;
49          (b) that is created to undertake or promote project area development as provided in this
50     title; and
51          (c) whose geographic boundaries are coterminous with:
52          (i) for an agency created by a county, the unincorporated area of the county; and
53          (ii) for an agency created by a municipality, the boundaries of the municipality.
54          (5) "Agency funds" means money that an agency collects or receives for agency
55     operations, implementing a project area plan, or other agency purposes, including:
56          (a) project area funds;

57          (b) income, proceeds, revenue, or property derived from or held in connection with the
58     agency's undertaking and implementation of project area development; or
59          (c) a contribution, loan, grant, or other financial assistance from any public or private
60     source.
61          (6) "Annual income" means the same as that term is defined in regulations of the
62     United States Department of Housing and Urban Development, 24 C.F.R. Sec. 5.609, as
63     amended or as superseded by replacement regulations.
64          (7) "Assessment roll" means the same as that term is defined in Section 59-2-102.
65          (8) "Base taxable value" means, unless otherwise adjusted in accordance with
66     provisions of this title, a property's taxable value as shown upon the assessment roll last
67     equalized during the base year.
68          (9) "Base year" means, except as provided in Subsection 17C-1-402(4)(c), the year
69     during which the assessment roll is last equalized:
70          (a) for a pre-July 1, 1993, urban renewal or economic development project area plan,
71     before the project area plan's effective date;
72          (b) for a post-June 30, 1993, urban renewal or economic development project area
73     plan, or a community reinvestment project area plan that is subject to a taxing entity
74     committee:
75          (i) before the date on which the taxing entity committee approves the project area
76     budget; or
77          (ii) if taxing entity committee approval is not required for the project area budget,
78     before the date on which the community legislative body adopts the project area plan;
79          (c) for a project on an inactive airport site, after the later of:
80          (i) the date on which the inactive airport site is sold for remediation and development;
81     or
82          (ii) the date on which the airport that operated on the inactive airport site ceased
83     operations; or
84          (d) for a community development project area plan or a community reinvestment
85     project area plan that is subject to an interlocal agreement, as described in the interlocal
86     agreement.
87          (10) "Basic levy" means the portion of a school district's tax levy constituting the

88     minimum basic levy under Section 59-2-902.
89          (11) "Blight" or "blighted" means the condition of an area that meets the requirements
90     described in Subsection 17C-2-303(1) for an urban renewal project area or Section 17C-5-405
91     for a community reinvestment project area.
92          (12) "Blight hearing" means a public hearing regarding whether blight exists within a
93     proposed:
94          (a) urban renewal project area under Subsection 17C-2-102(1)(a)(i)(C) and Section
95     17C-2-302; or
96          (b) community reinvestment project area under Section 17C-5-405.
97          (13) "Blight study" means a study to determine whether blight exists within a survey
98     area as described in Section 17C-2-301 for an urban renewal project area or Section 17C-5-403
99     for a community reinvestment project area.
100          (14) "Board" means the governing body of an agency, as described in Section
101     17C-1-203.
102          (15) "Budget hearing" means the public hearing on a proposed project area budget
103     required under Subsection 17C-2-201(2)(d) for an urban renewal project area budget,
104     Subsection 17C-3-201(2)(d) for an economic development project area budget, or Subsection
105     17C-5-302(2)(e) for a community reinvestment project area budget.
106          (16) "Closed military base" means land within a former military base that the Defense
107     Base Closure and Realignment Commission has voted to close or realign when that action has
108     been sustained by the president of the United States and Congress.
109          (17) "Combined incremental value" means the combined total of all incremental values
110     from all project areas, except project areas that contain some or all of a military installation or
111     inactive industrial site, within the agency's boundaries under project area plans and project area
112     budgets at the time that a project area budget for a new project area is being considered.
113          (18) "Community" means a county or municipality.
114          (19) "Community development project area plan" means a project area plan adopted
115     under Chapter 4, Part 1, Community Development Project Area Plan.
116          (20) "Community legislative body" means the legislative body of the community that
117     created the agency.
118          (21) "Community reinvestment project area plan" means a project area plan adopted

119     under Chapter 5, Part 1, Community Reinvestment Project Area Plan.
120          (22) "Contest" means to file a written complaint in the district court of the county in
121     which the agency is located.
122          (23) "Economic development project area plan" means a project area plan adopted
123     under Chapter 3, Part 1, Economic Development Project Area Plan.
124          (24) "Fair share ratio" means the ratio derived by:
125          (a) for a municipality, comparing the percentage of all housing units within the
126     municipality that are publicly subsidized income targeted housing units to the percentage of all
127     housing units within the county in which the municipality is located that are publicly
128     subsidized income targeted housing units; or
129          (b) for the unincorporated part of a county, comparing the percentage of all housing
130     units within the unincorporated county that are publicly subsidized income targeted housing
131     units to the percentage of all housing units within the whole county that are publicly subsidized
132     income targeted housing units.
133          (25) "Family" means the same as that term is defined in regulations of the United
134     States Department of Housing and Urban Development, 24 C.F.R. Section 5.403, as amended
135     or as superseded by replacement regulations.
136          (26) "Greenfield" means land not developed beyond agricultural, range, or forestry use.
137          (27) "Hazardous waste" means any substance defined, regulated, or listed as a
138     hazardous substance, hazardous material, hazardous waste, toxic waste, pollutant, contaminant,
139     or toxic substance, or identified as hazardous to human health or the environment, under state
140     or federal law or regulation.
141          (28) "Housing allocation" means project area funds allocated for housing under Section
142     17C-2-203, 17C-3-202, or 17C-5-307 for the purposes described in Section 17C-1-412.
143          (29) "Housing fund" means a fund created by an agency for purposes described in
144     Section 17C-1-411 or 17C-1-412 that is comprised of:
145          (a) project area funds allocated for the purposes described in Section 17C-1-411; or
146          (b) an agency's housing allocation.
147          (30) (a) "Inactive airport site" means land that:
148          (i) consists of at least 100 acres;
149          (ii) is occupied by an airport:

150          (A) (I) that is no longer in operation as an airport; or
151          (II) (Aa) that is scheduled to be decommissioned; and
152          (Bb) for which a replacement commercial service airport is under construction; and
153          (B) that is owned or was formerly owned and operated by a public entity; and
154          (iii) requires remediation because:
155          (A) of the presence of hazardous waste or solid waste; or
156          (B) the site lacks sufficient public infrastructure and facilities, including public roads,
157     electric service, water system, and sewer system, needed to support development of the site.
158          (b) "Inactive airport site" includes a perimeter of up to 2,500 feet around the land
159     described in Subsection (30)(a).
160          (31) (a) "Inactive industrial site" means land that:
161          (i) consists of at least 1,000 acres;
162          (ii) is occupied by an inactive or abandoned factory, smelter, or other heavy industrial
163     facility; and
164          (iii) requires remediation because of the presence of hazardous waste or solid waste.
165          (b) "Inactive industrial site" includes a perimeter of up to 1,500 feet around the land
166     described in Subsection (31)(a).
167          (32) "Income targeted housing" means housing that is owned or occupied by a family
168     whose annual income is at or below 80% of the median annual income for a family within the
169     county in which the housing is located.
170          (33) "Incremental value" means a figure derived by multiplying the marginal value of
171     the property located within a project area on which tax increment is collected by a number that
172     represents the adjusted tax increment from that project area that is paid to the agency.
173          (34) "Loan fund board" means the Olene Walker Housing Loan Fund Board,
174     established under Title 35A, Chapter 8, Part 5, Olene Walker Housing Loan Fund.
175          (35) (a) " Local government building" means a building owned and operated by a
176     community for the primary purpose of providing one or more primary community functions,
177     including:
178          (i) a fire station;
179          (ii) a police station;
180          (iii) a city hall; or

181          (iv) a court or other judicial building.
182          (b) " Local government building" does not include a building the primary purpose of
183     which is cultural or recreational in nature.
184          (36) "Marginal value" means the difference between actual taxable value and base
185     taxable value.
186          (37) "Military installation project area" means a project area or a portion of a project
187     area located within a federal military installation ordered closed by the federal Defense Base
188     Realignment and Closure Commission.
189          (38) "Municipality" means a city, town, or metro township as defined in Section
190     10-2a-403.
191          (39) "Participant" means one or more persons that enter into a participation agreement
192     with an agency.
193          (40) "Participation agreement" means a written agreement between a person and an
194     agency that:
195          (a) includes a description of:
196          (i) the project area development that the person will undertake;
197          (ii) the amount of project area funds the person may receive; and
198          (iii) the terms and conditions under which the person may receive project area funds;
199     and
200          (b) is approved by resolution of the board.
201          (41) "Plan hearing" means the public hearing on a proposed project area plan required
202     under Subsection 17C-2-102(1)(a)(vi) for an urban renewal project area plan, Subsection
203     17C-3-102(1)(d) for an economic development project area plan, Subsection 17C-4-102(1)(d)
204     for a community development project area plan, or Subsection 17C-5-104(3)(e) for a
205     community reinvestment project area plan.
206          (42) "Post-June 30, 1993, project area plan" means a project area plan adopted on or
207     after July 1, 1993, and before May 10, 2016, whether or not amended subsequent to the project
208     area plan's adoption.
209          (43) "Pre-July 1, 1993, project area plan" means a project area plan adopted before July
210     1, 1993, whether or not amended subsequent to the project area plan's adoption.
211          (44) "Private," with respect to real property, means property not owned by a public

212     entity or any other governmental entity.
213          (45) "Project area" means the geographic area described in a project area plan within
214     which the project area development described in the project area plan takes place or is
215     proposed to take place.
216          (46) "Project area budget" means a multiyear projection of annual or cumulative
217     revenues and expenses and other fiscal matters pertaining to a project area prepared in
218     accordance with:
219          (a) for an urban renewal project area, Section [17C-2-202] 17C-2-201;
220          (b) for an economic development project area, Section [17C-3-202] 17C-3-201;
221          (c) for a community development project area, Section 17C-4-204; or
222          (d) for a community reinvestment project area, Section 17C-5-302.
223          (47) "Project area development" means activity within a project area that, as
224     determined by the board, encourages, promotes, or provides development or redevelopment for
225     the purpose of implementing a project area plan, including:
226          (a) promoting, creating, or retaining public or private jobs within the state or a
227     community;
228          (b) providing office, manufacturing, warehousing, distribution, parking, or other
229     facilities or improvements;
230          (c) planning, designing, demolishing, clearing, constructing, rehabilitating, or
231     remediating environmental issues;
232          (d) providing residential, commercial, industrial, public, or other structures or spaces,
233     including recreational and other facilities incidental or appurtenant to the structures or spaces;
234          (e) altering, improving, modernizing, demolishing, reconstructing, or rehabilitating
235     existing structures;
236          (f) providing open space, including streets or other public grounds or space around
237     buildings;
238          (g) providing public or private buildings, infrastructure, structures, or improvements;
239          (h) relocating a business;
240          (i) improving public or private recreation areas or other public grounds;
241          (j) eliminating blight or the causes of blight;
242          (k) redevelopment as defined under the law in effect before May 1, 2006; or

243          (l) any activity described in this Subsection (47) outside of a project area that the board
244     determines to be a benefit to the project area.
245          (48) "Project area funds" means tax increment or sales and use tax revenue that an
246     agency receives under a project area budget adopted by a taxing entity committee or an
247     interlocal agreement.
248          (49) "Project area funds collection period" means the period of time that:
249          (a) begins the day on which the first payment of project area funds is distributed to an
250     agency under a project area budget approved by a taxing entity committee or an interlocal
251     agreement; and
252          (b) ends the day on which the last payment of project area funds is distributed to an
253     agency under a project area budget approved by a taxing entity committee or an interlocal
254     agreement.
255          (50) "Project area plan" means an urban renewal project area plan, an economic
256     development project area plan, a community development project area plan, or a community
257     reinvestment project area plan that, after the project area plan's effective date, guides and
258     controls the project area development.
259          (51) (a) "Property tax" means each levy on an ad valorem basis on tangible or
260     intangible personal or real property.
261          (b) "Property tax" includes a privilege tax imposed under Title 59, Chapter 4, Privilege
262     Tax.
263          (52) "Public entity" means:
264          (a) the United States, including an agency of the United States;
265          (b) the state, including any of the state's departments or agencies; or
266          (c) a political subdivision of the state, including a county, municipality, school district,
267     local district, special service district, community reinvestment agency, or interlocal cooperation
268     entity.
269          (53) "Publicly owned infrastructure and improvements" means water, sewer, storm
270     drainage, electrical, natural gas, telecommunication, or other similar systems and lines, streets,
271     roads, curb, gutter, sidewalk, walkways, parking facilities, public transportation facilities, or
272     other facilities, infrastructure, and improvements benefitting the public and to be publicly
273     owned or publicly maintained or operated.

274          (54) "Record property owner" or "record owner of property" means the owner of real
275     property, as shown on the records of the county in which the property is located, to whom the
276     property's tax notice is sent.
277          (55) "Sales and use tax revenue" means revenue that is:
278          (a) generated from a tax imposed under Title 59, Chapter 12, Sales and Use Tax Act;
279     and
280          (b) distributed to a taxing entity in accordance with Sections 59-12-204 and 59-12-205.
281          (56) "Superfund site":
282          (a) means an area included in the National Priorities List under the Comprehensive
283     Environmental Response, Compensation, and Liability Act of 1980, 42 U.S.C. Sec. 9605; and
284          (b) includes an area formerly included in the National Priorities List, as described in
285     Subsection (56)(a), but removed from the list following remediation that leaves on site the
286     waste that caused the area to be included in the National Priorities List.
287          (57) "Survey area" means a geographic area designated for study by a survey area
288     resolution to determine whether:
289          (a) one or more project areas within the survey area are feasible; or
290          (b) blight exists within the survey area.
291          (58) "Survey area resolution" means a resolution adopted by a board that designates a
292     survey area.
293          (59) "Taxable value" means:
294          (a) the taxable value of all real property a county assessor assesses in accordance with
295     Title 59, Chapter 2, Part 3, County Assessment, for the current year;
296          (b) the taxable value of all real and personal property the commission assesses in
297     accordance with Title 59, Chapter 2, Part 2, Assessment of Property, for the current year; and
298          (c) the year end taxable value of all personal property a county assessor assesses in
299     accordance with Title 59, Chapter 2, Part 3, County Assessment, contained on the prior year's
300     tax rolls of the taxing entity.
301          (60) (a) "Tax increment" means the difference between:
302          (i) the amount of property tax revenue generated each tax year by a taxing entity from
303     the area within a project area designated in the project area plan as the area from which tax
304     increment is to be collected, using the current assessed value of the property and each taxing

305     entity's current certified tax rate as defined in Section 59-2-924; and
306          (ii) the amount of property tax revenue that would be generated from that same area
307     using the base taxable value of the property and each taxing entity's current certified tax rate as
308     defined in Section 59-2-924.
309          (b) "Tax increment" does not include taxes levied and collected under Section
310     59-2-1602 on or after January 1, 1994, upon the taxable property in the project area unless:
311          (i) the project area plan was adopted before May 4, 1993, whether or not the project
312     area plan was subsequently amended; and
313          (ii) the taxes were pledged to support bond indebtedness or other contractual
314     obligations of the agency.
315          (61) "Taxing entity" means a public entity that:
316          (a) levies a tax on property located within a project area; or
317          (b) imposes a sales and use tax under Title 59, Chapter 12, Sales and Use Tax Act.
318          (62) "Taxing entity committee" means a committee representing the interests of taxing
319     entities, created in accordance with Section 17C-1-402.
320          (63) "Unincorporated" means not within a municipality.
321          (64) "Urban renewal project area plan" means a project area plan adopted under
322     Chapter 2, Part 1, Urban Renewal Project Area Plan.
323          Section 2. Section 17C-1-103 is amended to read:
324          17C-1-103. Limitations on applicability of title -- Amendment of previously
325     adopted project area plan.
326          (1) Except where expressly provided, nothing in this title may be construed to:
327          (a) impose a requirement or obligation on an agency, with respect to a project area plan
328     adopted or an agency action taken, that was not imposed by the law in effect at the time the
329     project area plan was adopted or the action taken;
330          (b) prohibit an agency from taking an action that:
331          (i) was allowed by the law in effect immediately before an applicable amendment to
332     this title;
333          (ii) is permitted or required under the project area plan adopted before the amendment;
334     and
335          (iii) is not explicitly prohibited under this title;

336          (c) revive any right to challenge any action of the agency that had already expired; or
337          (d) require a project area plan to contain a provision that was not required by the law in
338     effect at the time the project area plan was adopted.
339          (2) (a) A project area plan adopted before an amendment to this title becomes effective
340     may be amended as provided in this title.
341          (b) Unless explicitly prohibited by this title, an amendment under Subsection (2)(a)
342     may include a provision that is allowed under this title but that was not required or allowed by
343     the law in effect before the applicable amendment.
344          (3) Except as expressly provided in this title, this title applies to all project areas,
345     regardless of when the project area was created.
346          Section 3. Section 17C-1-407 is amended to read:
347          17C-1-407. Limitations on tax increment.
348          (1) (a) If the development of retail sales of goods is the primary objective of an urban
349     renewal project area, tax increment from the urban renewal project area may not be paid to or
350     used by an agency unless a finding of blight is made under Chapter 2, Part 3, Blight
351     Determination in Urban Renewal Project Areas.
352          (b) Development of retail sales of goods does not disqualify an agency from receiving
353     tax increment.
354          (c) After July 1, 2005, an agency may not receive or use tax increment generated from
355     the value of property within an economic development project area that is attributable to the
356     development of retail sales of goods, unless the tax increment was previously pledged to pay
357     for bonds or other contractual obligations of the agency.
358          [(2) (a) An agency may not be paid any portion of a taxing entity's taxes resulting from
359     an increase in the taxing entity's tax rate that occurs after the taxing entity committee approves
360     the project area budget unless, at the time the taxing entity committee approves the project area
361     budget, the taxing entity committee approves payment of those increased taxes to the agency.]
362          (2) (a) For the purpose of this Subsection (2):
363          (i) "Final tax rate" means the rate used to determine the amount of taxes a taxing entity
364     levies as described in the notice to a taxpayer under Subsection 59-2-1317(2).
365          (ii) "Increased tax revenue" means tax revenue attributable to a tax rate increase.
366          (iii) "Tax rate increase" means the amount calculated by subtracting a taxing entity's

367     certified rate, as defined in Section 59-2-924, from the taxing entity's final tax rate.
368          (b) Except as provided in Subsection (2)(c), for a year in which a taxing entity imposes
369     a final tax rate higher than the certified tax rate, a county shall not pay an agency any portion of
370     a taxing entity's increased tax revenue.
371          (c) Notwithstanding Subsection (2)(b), a county may pay all or a portion of a taxing
372     entity's increased tax revenue to an agency if, at the time of the project area budget approval,
373     the taxing entity committee or each taxing entity that is a party to an agreement under Section
374     17C-4-201 or 17C-5-204 consents to pay the agency the increased tax revenue.
375          [(b)] (d) If the taxing entity committee or each tax entity that is a party to an agreement
376     under Section 17C-4-201 or 17C-5-204 does not [approve] consent to payment of the increased
377     [taxes] tax revenue to the agency under Subsection (2)[(a)](c), the county shall distribute to the
378     taxing entity the [taxes attributable to the tax rate increase] increased tax revenue in the same
379     manner as other property [taxes] tax revenue.
380          [(c)] (e) Notwithstanding any other provision of this section, if, before tax year 2013,
381     increased [taxes are] tax revenue is paid to an agency without the [approval] consent of the
382     taxing entity committee or each taxing entity that is a party to an agreement under Section
383     17C-4-201 or 17C-5-204, and notwithstanding the law at the time that the tax revenue was
384     collected or increased:
385          (i) the State Tax Commission, the county as the collector of the taxes, a taxing entity,
386     or any other person or entity may not recover, directly or indirectly, the increased [taxes] tax
387     revenue from the agency by adjustment of a tax rate used to calculate tax increment or
388     otherwise;
389          (ii) the county is not liable to a taxing entity or any other person or entity for the
390     increased [taxes] tax revenue that [were] was paid to the agency; and
391          (iii) tax increment, including the increased [taxes] tax revenue, shall continue to be
392     paid to the agency subject to the same number of tax years, percentage of tax increment, and
393     cumulative dollar amount of tax increment as approved in the project area budget and
394     previously paid to the agency.
395          (3) Except as the taxing entity committee otherwise agrees, an agency may not receive
396     tax increment under an urban renewal or economic development project area budget adopted
397     on or after March 30, 2009:

398          (a) that exceeds the percentage of tax increment or cumulative dollar amount of tax
399     increment specified in the project area budget; or
400          (b) for more tax years than specified in the project area budget.