Florida 2024 2024 Regular Session

Florida House Bill H0073 Enrolled / Bill

Filed 03/04/2024

                            
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HB 73  	2024 Legislature 
 
 
 
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      1 
An act relating to supported decisionmaking authority; 2 
amending s. 393.12, F.S.; requiring a circuit court to 3 
consider certain needs and abilities of a person with 4 
a developmental disability when determining whether to 5 
appoint a guardian advocate; providing requirements 6 
for a petition to appoint a guardian advocate for a 7 
person with a developmental disability and for a court 8 
order if the court finds that such person requires 9 
such appointment; amending s. 709.2201, F.S.; 10 
authorizing an agent acting for a principal to grant a 11 
supported decisionmaking agreement; creating s. 12 
709.2209, F.S.; defining the term "supported 13 
decisionmaking agreement"; prohibiting such agreement 14 
from acting as a durable power of attorney; 15 
authorizing specified authority to a supported 16 
decisionmaking agreement; providing that certain 17 
communications shall be recognized as a communication 18 
of the principal under certain circumstances; amending 19 
s. 744.3201, F.S.; requiring a petition to determine 20 
incapacity of a person to include specified 21 
information relating to the alleged incapacitated 22 
person's use of assistance; amending s. 744.331, F.S.; 23 
providing requirements for an examining committee 24 
member when determining the alleged incapacitated 25          
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person's ability to exercise his or her rights; 26 
amending s. 744.464, F.S.; authorizing a suggestion of 27 
capacity to include certain capabilities of the ward; 28 
amending s. 1003.5716, F.S.; revising the requirements 29 
for a specified process relating to individual 30 
education plans for certain students to include 31 
supported decisionmaking agreements; providing an 32 
effective date. 33 
 34 
Be It Enacted by the Legislature of the State of Florida: 35 
 36 
 Section 1.  Paragraph (a) of sub section (2), paragraph (a) 37 
of subsection (3), and subsection (8) of section 393.12, Florida 38 
Statutes, are amended to read: 39 
 393.12  Capacity; appointment of guardian advocate. — 40 
 (2)  APPOINTMENT OF A GUARDIAN ADVOCATE. — 41 
 (a)  A circuit court may appoint a guardian advocate, 42 
without an adjudication of incapacity, for a person with 43 
developmental disabilities, if the person lacks the 44 
decisionmaking ability to do some, but not all, of the 45 
decisionmaking tasks necessary to care for his or her person or 46 
property or if the person has voluntarily petitioned for the 47 
appointment of a guardian advocate. In determining whether to 48 
appoint a guardian advocate, the court shall consider the 49 
person's unique needs and abilities, including, but not limited 50          
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to, the person's abi lity to independently exercise his or her 51 
rights with appropriate assistance, and may only delegate 52 
decisionmaking tasks that the person lacks the decisionmaking 53 
ability to exercise. Except as otherwise specified, the 54 
proceeding shall be governed by the Fl orida Rules of Probate 55 
Procedure. 56 
 (3)  PETITION.— 57 
 (a)  A petition to appoint a guardian advocate for a person 58 
with a developmental disability may be executed by an adult 59 
person who is a resident of this state. The petition must be 60 
verified and must: 61 
 1.  State the name, age, and present address of the 62 
petitioner and his or her relationship to the person with a 63 
developmental disability; 64 
 2.  State the name, age, county of residence, and present 65 
address of the person with a developmental disability; 66 
 3.  Allege that the petitioner believes that the person 67 
needs a guardian advocate and specify the factual information on 68 
which such belief is based; 69 
 4.  Specify the exact areas in which the person lacks the 70 
decisionmaking ability to make informed decisions abou t his or 71 
her care and treatment services or to meet the essential 72 
requirements for his or her physical health or safety; 73 
 5.  Specify the legal disabilities to which the person is 74 
subject; and 75          
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 6.  Identify any other type of guardian advocacy or 76 
alternatives to guardian advocacy that the person has 77 
designated, is in currently, or has been in previously and the 78 
reasons why alternatives to guardian advocacy are insufficient 79 
to meet the needs of the person; 80 
 7.  State whether the person uses assistance to exercise 81 
his or her rights, including, but not limited to, supported 82 
decisionmaking, and if so, why the assistance is inappropriate 83 
or insufficient to allow the person to independently exercise 84 
the person's rights; and 85 
 8.6. State the name of the proposed guardian advocate, the 86 
relationship of that person to the person with a developmental 87 
disability; the relationship that the proposed guardian advocate 88 
had or has with a provider of health care services, resi dential 89 
services, or other services to the person with a developmental 90 
disability; and the reason why this person should be appointed. 91 
The petition must also state if a willing and qualified guardian 92 
advocate cannot be located. 93 
 (8)  COURT ORDER.—If the court finds the person with a 94 
developmental disability requires the appointment of a guardian 95 
advocate, the court shall enter a written order appointing the 96 
guardian advocate and containing the findings of facts and 97 
conclusions of law on which the court made its decision, 98 
including: 99 
 (a)  The nature and scope of the person's lack of 100          
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decisionmaking ability; 101 
 (b)  The exact areas in which the individual lacks 102 
decisionmaking ability to make informed decisions about care and 103 
treatment services or to meet the esse ntial requirements for his 104 
or her physical health and safety; 105 
 (c)  The specific legal disabilities to which the person 106 
with a developmental disability is subject; 107 
 (d)  The identity of existing alternatives and a finding as 108 
to the validity or sufficiency of such alternative to alleviate 109 
the need for the appointment of a guardian advocate; 110 
 (e)(d) The name of the person selected as guardian 111 
advocate and the reasons for the court's selection; and 112 
 (f)(e) The powers, duties, and responsibilities of the 113 
guardian advocate, including bonding of the guardian advocate, 114 
as provided in s. 744.351. 115 
 Section 2.  Paragraph (d) is added to subsection (2) of 116 
section 709.2201, Florida Statutes, to read: 117 
 709.2201  Authority of agent. — 118 
 (2)  As a confirmation of the law in effect in this state 119 
when this part became effective, such authorization may include, 120 
without limitation, authority to: 121 
 (d)  If such authority is specifically limited, grant a 122 
supported decisionmaking agreement as defined in s. 709.2209(1). 123 
 Section 3.  Section 709.2209, Florida Statutes, is created 124 
to read: 125          
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 709.2209  Supported decisionmaking agreements. — 126 
 (1)  For purposes of this section, "supported 127 
decisionmaking agreement" means an agreement in which the power 128 
of attorney grants an agent the aut hority to receive information 129 
and to communicate on behalf of the principal without granting 130 
the agent the authority to bind or act on behalf of the 131 
principal on any subject matter. 132 
 (2)  A supported decisionmaking agreement is not a durable 133 
power of attorney under s. 709.2104. Any language of durability 134 
in a supported decisionmaking agreement is of no effect. 135 
 (3)  A supported decisionmaking agreement may only include 136 
the authority to: 137 
 (a)  Obtain information on behalf of the principal, 138 
including, but not limited to, protected health information 139 
under the Health Insurance Portability and Accountability Act of 140 
1996, 42 U.S.C. s. 1320d, as amended; educational records under 141 
the Family Educational Rights and Privacy Act of 1974, 20 U.S.C. 142 
s. 1232g; or informa tion protected under 42 U.S.C. s. 290dd -2 or 143 
42 C.F.R. part 2. 144 
 (b)  Assist the principal in communicating with third 145 
parties, including conveying the principal's communications, 146 
decisions, and directions to third parties on behalf of the 147 
principal. 148 
 (4)  A communication made by the principal with the 149 
assistance of or through an agent under a supported 150          
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decisionmaking agreement that is within the authority granted to 151 
the agent may be recognized for as a communication of the 152 
principal. 153 
 Section 4.  Subsecti on (2) of section 744.3201, Florida 154 
Statutes, is amended to read: 155 
 744.3201  Petition to determine incapacity. — 156 
 (2)  The petition must be verified and must: 157 
 (a)  State the name, age, and present address of the 158 
petitioner and his or her relationship to th e alleged 159 
incapacitated person; 160 
 (b)  State the name, age, county of residence, and present 161 
address of the alleged incapacitated person; 162 
 (c)  Specify the primary language spoken by the alleged 163 
incapacitated person, if known; 164 
 (d)  State whether the allege d incapacitated person uses 165 
assistance to exercise his or her rights, including, but not 166 
limited to, supported decisionmaking, and if so, why the 167 
assistance is inappropriate or insufficient to allow the person 168 
to independently exercise the person's rights; 169 
 (e)(d) Allege that the petitioner believes the alleged 170 
incapacitated person to be incapacitated and specify the factual 171 
information on which such belief is based and the names and 172 
addresses of all persons known to the petitioner who have 173 
knowledge of such facts through personal observations; 174 
 (f)(e) State the name and address of the alleged 175          
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incapacitated person's attending or family physician, if known; 176 
 (g)(f) State which rights enumerated in s. 744.3215 the 177 
alleged incapacitated person is incapable of exercising, to the 178 
best of petitioner's knowledge. If the petitioner has 179 
insufficient experience to make such judgments, the petition 180 
must so state; and 181 
 (h)(g) State the names, relationships, and addresses of 182 
the next of kin of the alleged incapacitated person, so far as 183 
are known, specifying the dates of birth of any who are minors. 184 
 Section 5.  Paragraph (e) of subsection (3) of section 185 
744.331, Florida Statutes, is amended to read: 186 
 744.331  Procedures to determine incapacity. — 187 
 (3)  EXAMINING COMMITTEE. — 188 
 (e)  Each member of the examining committee shall examine 189 
the person. Each examining committee member must determine the 190 
alleged incapacitated person's ability to exercise those rights 191 
specified in s. 744.3215. An examining committee member may 192 
allow a person to assist in communicating with the alleged 193 
incapacitated person when requested by the court -appointed 194 
counsel for the alleged incapacitated person and shall identify 195 
the person who provided assistanc e and describe the nature and 196 
method of assistance provided in his or her report. In addition 197 
to the examination, each examining committee member must have 198 
access to, and may consider, previous examinations of the 199 
person, including, but not limited to, hab ilitation plans, 200          
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school records, and psychological and psychosocial reports 201 
voluntarily offered for use by the alleged incapacitated person. 202 
Each member of the examining committee must file his or her 203 
report with the clerk of the court within 15 days after 204 
appointment. 205 
 Section 6.  Paragraph (a) of subsection (2) of section 206 
744.464, Florida Statutes, is amended to read: 207 
 744.464  Restoration to capacity. — 208 
 (2)  SUGGESTION OF CAPACITY. — 209 
 (a)  Any interested person, including the ward, may file a 210 
suggestion of capacity. The suggestion of capacity must state 211 
that the ward is currently capable of exercising some or all of 212 
the rights which were removed , including the capability to 213 
independently exercise his or her rights with appropriate 214 
assistance. 215 
 Section 7.  Paragraph (d) of subsection (1) of section 216 
1003.5716, Florida Statutes, is amended to read: 217 
 1003.5716  Transition to postsecondary education and career 218 
opportunities.—All students with disabilities who are 3 years of 219 
age to 21 years of age have the ri ght to a free, appropriate 220 
public education. As used in this section, the term "IEP" means 221 
individual education plan. 222 
 (1)  To ensure quality planning for a successful transition 223 
of a student with a disability to postsecondary education and 224 
career opportunities, during the student's seventh grade year or 225          
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when the student attains the age of 12, whichever occurs first, 226 
an IEP team shall begin the process of, and develop an IEP for, 227 
identifying the need for transition services before the student 228 
with a disability enters high school or attains the age of 14 229 
years, whichever occurs first, in order for his or her 230 
postsecondary goals and career goals to be identified. The plan 231 
must be operational and in place to begin implementation on the 232 
first day of the student' s first year in high school. This 233 
process must include, but is not limited to: 234 
 (d)  At least 1 year before the student reaches the age of 235 
majority, provision of information and instruction to the 236 
student and his or her parent on self -determination and the 237 
legal rights and responsibilities regarding the educational 238 
decisions that transfer to the student upon attaining the age of 239 
18. The information must include the ways in which the student 240 
may provide informed consent to allow his or her parent to 241 
continue to participate in educational decisions, including: 242 
 1.  Informed consent to grant permission to access 243 
confidential records protected under the Family Educational 244 
Rights and Privacy Act (FERPA) as provided in s. 1002.22. 245 
 2.  Powers of attorney as provid ed in chapter 709. 246 
 3.  Guardian advocacy as provided in s. 393.12. 247 
 4.  Guardianship as provided in chapter 744. 248 
 5.  Supported decisionmaking agreements as provided in s. 249 
709.2209. 250          
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 251 
The State Board of Education shall adopt rules to administer 252 
this paragraph. 253 
 Section 8.  This act shall take effect July 1, 2024. 254