STATE OF NEW YORK
        ________________________________________________________________________

                                         6921--B

                               2023-2024 Regular Sessions

                   IN ASSEMBLY

                                       May 9, 2023
                                       ___________

        Introduced  by  M.  of  A. EPSTEIN, SIMONE, GLICK, AUBRY, COLTON, LUCAS,
          DAVILA, REYES, CARROLL, LEVENBERG -- Multi-Sponsored by --  M.  of  A.
          SIMON -- read once and referred to the Committee on Housing -- commit-
          tee  discharged, bill amended, ordered reprinted as amended and recom-
          mitted to said committee -- recommitted to the Committee on Housing in
          accordance with Assembly Rule 3, sec. 2 -- committee discharged,  bill
          amended,  ordered reprinted as amended and recommitted to said commit-
          tee

        AN ACT to amend the general business law and the real property  law,  in
          relation  to  providing  expanded homeownership opportunities from the
          conversion of certain  residential  rental  buildings  to  condominium
          status by property owners that commit to the stewardship of permanent-
          ly  affordable units and the preservation of expiring affordable hous-
          ing inventory in the city of New York; and providing for the repeal of
          such provisions upon expiration thereof

          The People of the State of New York, represented in Senate and  Assem-
        bly, do enact as follows:

     1    Section 1. The general business law is amended by adding a new section
     2  352-eeeee to read as follows:
     3    § 352-eeeee. Conversions to condominium ownership for the preservation
     4  of  expiring  affordable housing in the city of New York.  1. As used in
     5  this section, the following words and terms  shall  have  the  following
     6  meanings:
     7    (a) "Annual update amendment". An annual update amendment is an amend-
     8  ment  to  the  preservation plan that shall be submitted to the attorney
     9  general every year that a dwelling unit is unsold, with the  first  such
    10  annual update amendment due within forty-five days of the anniversary of
    11  the  acceptance  of the post-closing amendment to the preservation plan.
    12  An annual update amendment shall supply the evidence, data and  informa-
    13  tion  required in this section, and such other information as the attor-
    14  ney general's regulations shall require, so that the attorney general is

         EXPLANATION--Matter in italics (underscored) is new; matter in brackets
                              [ ] is old law to be omitted.
                                                                   LBD08163-07-4

        A. 6921--B                          2

     1  satisfied that the preservation plan as amended discloses  the  informa-
     2  tion  necessary  for  a  reasonable investor to make his or her purchase
     3  decision and that the preservation plan is otherwise  complete,  current
     4  and accurate.
     5    (b)  "Bona  fide  purchaser".  A  bona  fide purchaser is either (i) a
     6  tenant in occupancy who enters into a purchase agreement for a  dwelling
     7  unit pursuant to his, her, or its exercise of one of the rights accorded
     8  to  tenants  in occupancy in subdivision five of this section, or (ii) a
     9  bona fide non-tenant purchaser.
    10    (c) "Bona fide non-tenant purchaser". A bona fide non-tenant purchaser
    11  is a purchaser of a dwelling unit who has represented that he,  she,  or
    12  they or a member or members of his, her or their immediate family intend
    13  to occupy the dwelling unit when it becomes vacant.
    14    (d)  "Commercially  reasonable  good  faith  effort".  A  commercially
    15  reasonable good faith effort on the part of an offeror of a preservation
    16  plan shall, at minimum, include (i)  the  filing  of  an  annual  update
    17  amendment to the preservation plan; (ii) all of the condominium's dwell-
    18  ing  units  other  than  any income-restricted rental units as the units
    19  being offered for sale under the preservation plan, each at an  offering
    20  price  that  is  consistent with comparable dwelling units recently sold
    21  within the locality; and (iii) entering into a written agreement with  a
    22  licensed real estate broker or selling agent in connection with the sale
    23  of  dwelling units offered for sale under the preservation plan. For the
    24  avoidance of doubt, a commercially reasonable good  faith  effort  shall
    25  not  require  an offeror to sell dwelling units at a price substantially
    26  below the market-rate for comparable  units  recently  sold  within  the
    27  locality,  nor  shall  it  require an offeror to offer for sale dwelling
    28  units that are occupied by non-purchasing tenants.
    29    (e) "Condominium". A condominium shall also include a qualified lease-
    30  hold condominium as defined  in  subdivision  twelve  of  section  three
    31  hundred thirty-nine-e of the real property law.
    32    (f) "Consummation of the preservation plan". Consummation of the pres-
    33  ervation  plan  shall  refer  to  the  filing of the declaration for the
    34  condominium and the first transfer of title to at  least  one  purchaser
    35  under  the preservation plan following a declaration of effectiveness by
    36  the department of law declaring the preservation plan effective.
    37    (g) "Eligible disabled persons". Non-purchasing tenants  who  have  an
    38  impairment which results from anatomical, physiological or psychological
    39  conditions, other than addiction to alcohol, gambling, or any controlled
    40  substance,  which  are demonstrable by medically acceptable clinical and
    41  laboratory diagnostic techniques, and which are expected to be permanent
    42  and which prevent the tenant from engaging in  any  substantial  gainful
    43  employment on the date the preservation plan is submitted to the depart-
    44  ment of law or on the date the attorney general has accepted the preser-
    45  vation  plan  for  filing,  and  the spouses of any such tenants on such
    46  date, and who have elected, within sixty days of the date the  preserva-
    47  tion  plan  is  submitted  to  the  department of law or on the date the
    48  attorney general has accepted the preservation plan for filing, on forms
    49  promulgated by the attorney general and presented to such tenants by the
    50  offeror, to become non-purchasing tenants under the provisions  of  this
    51  section;  provided,  however,  that if the disability first occurs after
    52  acceptance of the preservation plan for filing, then such  election  may
    53  be  made within sixty days following the onset of such disability unless
    54  during the period subsequent to sixty days following the  acceptance  of
    55  the preservation plan for filing but prior to such election, the offeror
    56  accepts  a  written agreement to purchase the apartment from a bona fide

        A. 6921--B                          3

     1  purchaser; and provided further that such election  shall  not  preclude
     2  any  such tenant from subsequently purchasing the dwelling unit if it is
     3  not an income-restricted rental  unit  on  the  terms  then  offered  to
     4  tenants in occupancy.
     5    (h)  "Eligible project". An eligible project shall refer to a building
     6  or group of buildings or development with one hundred or  more  dwelling
     7  units  built  after nineteen hundred ninety-six that is the subject of a
     8  preservation plan under this section, which shall meet the criteria  set
     9  forth  in  subdivision three of this section.  An eligible project shall
    10  not include any building or group  of  buildings  or  development  owned
    11  under  article two, four or five of the private housing finance law. For
    12  the avoidance of doubt, no building, group of buildings  or  development
    13  other  than  an eligible project may convert to condominium status under
    14  this section, the status of which shall be  confirmed  by  the  relevant
    15  housing  finance agency prior to the date of submission of the preserva-
    16  tion plan.
    17    (i) "Eligible senior citizens". Non-purchasing tenants who are  sixty-
    18  two years of age or older on the date the preservation plan is submitted
    19  to  the  department  of  law  or  on  the  date the attorney general has
    20  accepted the preservation plan for filing, and the spouses of  any  such
    21  tenants  on  such  date,  and who have elected, within sixty days of the
    22  date the preservation plan is submitted to the department of law  or  on
    23  the  date  the  attorney  general has accepted the preservation plan for
    24  filing, on forms promulgated by the attorney general  and  presented  to
    25  such  tenants by the offeror, to become non-purchasing tenants under the
    26  provisions of this  section;  provided  that  such  election  shall  not
    27  preclude  any such tenant from subsequently purchasing the dwelling unit
    28  on the terms then offered to tenants in occupancy.
    29    (j) "Extended affordability term". The extended affordability term for
    30  the income-restricted rental units shall be in perpetuity for so long as
    31  the building or group of buildings or development are in existence,  and
    32  subject  to  any  obligation  to  rebuild  in the event of condemnation,
    33  damage or destruction required by  the  regulatory  agreement  with  the
    34  relevant housing finance agency.
    35    (k)  "Inclusionary  housing  unit". An inclusionary housing unit is an
    36  income-restricted rental unit that is located  within  a  building  that
    37  received  an  increase  in  the maximum permitted floor area pursuant to
    38  sections 23-154 and 23-90 of the zoning resolution or is  located  in  a
    39  mandatory inclusionary housing area.
    40    (l)  "Inclusionary  housing  designated area". An inclusionary housing
    41  designated area is a specified area in which  the  inclusionary  housing
    42  program  (also  known  as the voluntary inclusionary housing program) is
    43  applicable, pursuant to the regulations set  forth  for  such  areas  in
    44  section  23-90  of  the zoning resolution. The locations of inclusionary
    45  housing designated areas are identified in either (i)  appendix  "F"  of
    46  the zoning resolution or (ii) in a special purpose district as described
    47  in section 15-011 of the zoning resolution.
    48    (m)  "Income-restricted rental unit". An income-restricted rental unit
    49  shall refer to a dwelling unit located in a building or group of  build-
    50  ings  or  development  of  an  eligible project that is the subject of a
    51  preservation plan submitted to the attorney  general  pursuant  to  this
    52  section, and such dwelling unit:
    53    (i)  meets  the  definition  of  a  "low-income  unit" as such term is
    54  defined in section forty-two of the internal revenue code and is subject
    55  to a regulatory agreement with a relevant housing finance agency; or

        A. 6921--B                          4

     1    (ii) meets the definition of a  "low-income  unit"  as  such  term  is
     2  defined  in  subdivision  (d)  of  section  one hundred forty-two of the
     3  internal revenue code and is subject to a regulatory  agreement  with  a
     4  relevant housing finance agency; or
     5    (iii)  previously  met the definition of "low-income unit" pursuant to
     6  subparagraph (i) or (ii) of  this  paragraph,  and  notwithstanding  the
     7  expiration  of  a  regulatory  agreement with a relevant housing finance
     8  agency, the owner of such dwelling unit affirms, under  the  penalty  of
     9  perjury,  that it has continuously operated and rented the dwelling unit
    10  (A) as if it remained an income-restricted rental unit and (B) as if all
    11  of the restrictions of the expired regulatory agreement had continuously
    12  been extended or otherwise remained in effect; or
    13    (iv) is a dwelling unit located within a building or group  of  build-
    14  ings  or  development that, in accordance with provisions of subdivision
    15  fifteen of section four hundred twenty-one-a of the  real  property  tax
    16  law,  the local housing agency shall have required to be a unit afforda-
    17  ble to families of low and moderate income; or
    18    (v) is a dwelling unit that is rented to  persons  of  low  income  or
    19  families of low income as defined in subdivision nineteen of section two
    20  of  the private housing finance law or as otherwise required by a feder-
    21  al, state, or local law or mandate.
    22    (n) "Mandatory inclusionary housing area".  A  mandatory  inclusionary
    23  housing  area  is  a  specified  area  in which the inclusionary housing
    24  program is applicable, pursuant to the regulations set  forth  for  such
    25  areas in section 23-90 of the zoning resolution. The locations of manda-
    26  tory  inclusionary  housing  areas are identified in either (i) appendix
    27  "F" of the zoning resolution or (ii) in a special  purpose  district  as
    28  described in section 15-011 of the zoning resolution.
    29    (o)  "Non-purchasing tenant". A person who has not purchased under the
    30  preservation  plan  from  offeror  and  who  is  a  tenant  entitled  to
    31  possession  at the time the preservation plan is declared effective or a
    32  person to whom a dwelling unit is rented from offeror after the  preser-
    33  vation plan was declared effective. A person who sublets a dwelling unit
    34  from  a purchaser under the preservation plan shall not be deemed a non-
    35  purchasing tenant. A tenant entitled to  possession  of  an  income-res-
    36  tricted rental unit at the time the preservation plan is declared effec-
    37  tive    is   a   non-purchasing   tenant,   notwithstanding   that   the
    38  income-restricted rental units are not offered for sale pursuant to such
    39  preservation plan.
    40    (p) "Post-closing amendment". A post-closing amendment is an amendment
    41  to a preservation plan filed with the attorney general  confirming  that
    42  the preservation plan has been consummated.
    43    (q) "Preservation plan". An offering statement or prospectus submitted
    44  to  the department of law pursuant to this section for the conversion of
    45  a building or group of buildings or development of an  eligible  project
    46  from  rental  status to condominium ownership, wherein the offeror docu-
    47  ments that it has agreed to  an  extended  affordability  term  for  the
    48  income-restricted rental units with a relevant housing finance agency.
    49    (r)  "Purchaser  under  the  preservation plan". A purchaser under the
    50  preservation plan is a person who purchases a dwelling unit from offeror
    51  pursuant to the terms of a preservation plan that has been accepted  for
    52  filing  by the attorney general. A person or entity that acquires dwell-
    53  ing units and assumes  certain  obligations  of  offeror  shall  not  be
    54  considered a purchaser under the preservation plan.
    55    (s) "Qualified owner". A qualified owner refers to the entity approved
    56  by  the  relevant  housing  finance  agency  on  or  before  the date of

        A. 6921--B                          5

     1  submission of a preservation plan to the department  of  law  that  will
     2  own,  operate  and  maintain  the income-restricted rental unit or units
     3  that are in the building, group of buildings or development that are the
     4  subject  of the preservation plan. The entity which is a qualified owner
     5  shall only be either: (i) a housing development  fund  company  incorpo-
     6  rated  pursuant to article eleven of the private finance housing law; or
     7  (ii) a community land trust or other  charitable  corporation  organized
     8  under  the not-for-profit corporation law that has as its primary chari-
     9  table purpose the ownership, operation and  maintenance  of  multifamily
    10  housing for persons and families of low income as defined by subdivision
    11  nineteen of section two of the private finance housing law.
    12    (t) "Relevant housing finance agency". Relevant housing finance agency
    13  shall  refer  to  a city or state agency with oversight over income-res-
    14  tricted rental units  due  to  the  receipt  of  substantial  government
    15  assistance  prior  to the date of submission of a preservation plan. For
    16  purposes of this section, a relevant housing finance agency  shall  also
    17  refer  to  the city or state agency that will continue to have oversight
    18  of income-restricted rental units after consummation of the preservation
    19  plan.
    20    (u) "Regulatory agreement". A regulatory agreement shall refer to  the
    21  written  agreement with a relevant housing finance agency that restricts
    22  the income and rents of income-restricted rental units that  is  either:
    23  (i) in effect prior to the date of submission of a preservation plan; or
    24  (ii) in effect after consummation of the preservation plan.
    25    (v) "Rent stabilization". Rent stabilization shall mean, collectively,
    26  the  rent  stabilization law of nineteen sixty-nine, the rent stabiliza-
    27  tion code, the emergency tenant protection act  of    nineteen  seventy-
    28  four,  and  the housing stability and tenant protection act of two thou-
    29  sand nineteen, together with any other successor statutes thereto.
    30    (w)  "Substantial  government  assistance".   Substantial   government
    31  assistance  shall  refer  to  either  (i) low income housing tax credits
    32  under section forty-two of  the  internal  revenue  code  or  (ii)  bond
    33  financing  under  section  one hundred forty-two of the internal revenue
    34  code.
    35    (x) "Zoning resolution". Zoning resolution shall refer to  the  zoning
    36  resolution of the city of New York.
    37    2.  The attorney general shall refuse to accept for submission a pres-
    38  ervation plan for the conversion of a building or group of buildings  or
    39  development  if  the  relevant  housing finance agency has not confirmed
    40  that the preservation plan is for an eligible project,  which  shall  be
    41  defined  as  a  building or group of buildings or development that meets
    42  the definition of an eligible project and one or more of  the  following
    43  requirements as of the date of submission of the preservation plan:
    44    (a)  The  preservation plan is for a building or group of buildings or
    45  development that (i) receives a partial property tax exemption  pursuant
    46  to  subdivision fifteen of section four hundred twenty-one-a of the real
    47  property tax law, (ii)  contains  income-restricted  rental  units,  and
    48  (iii)  is not subject to an existing regulatory agreement that prohibits
    49  the conversion of the dwelling units to condominium ownership; or
    50    (b) The preservation plan is for a building or group of  buildings  or
    51  development that (i) receives low income housing tax credits pursuant to
    52  section  forty-two  of  the internal revenue code, (ii) contains income-
    53  restricted rental units, (iii) is not subject to any agreement providing
    54  for a right of first refusal with a  not-for-profit  corporation  unless
    55  evidence  deemed satisfactory to the department of law has been provided
    56  that such right of first refusal has either expired or  that  such  not-

        A. 6921--B                          6

     1  for-profit  declined  to exercise such right, and (iv) is not subject to
     2  an existing regulatory agreement that prohibits the  conversion  of  the
     3  dwelling units to condominium ownership; or
     4    (c)  The  preservation plan is for a building or group of buildings or
     5  development that (i) receives bond financing under  subdivision  (d)  of
     6  section  one  hundred  forty-two  of  the  internal  revenue  code, (ii)
     7  contains income-restricted rental units, and (iii) is not subject to  an
     8  existing  regulatory  agreement  that  prohibits  the  conversion of the
     9  dwelling units to condominium ownership; or
    10    (d) The preservation plan is for a building or group of  buildings  or
    11  development,  that  (i) contains one or more inclusionary housing units,
    12  (ii) is not subject to an existing regulatory agreement  that  prohibits
    13  the conversion of the dwelling units to condominium ownership, and (iii)
    14  contains  a  representation  that an agreement has been reached with the
    15  relevant housing finance agency to increase the total number of  income-
    16  restricted  rental units in the building or group of buildings or devel-
    17  opment to thirty  percent  for  the  extended  affordability  term  upon
    18  consummation of the preservation plan.
    19    3.  At  the  time  of submission of the preservation plan, the offeror
    20  shall confirm that it has reached an agreement with a  relevant  housing
    21  finance  agency  regarding the income-restricted rental units during the
    22  extended affordability term, and shall include the following disclosures
    23  in the preservation plan:
    24    (a) A list of the proposed income-restricted rental units;
    25    (b) The proposed  qualified  owner  of  the  income-restricted  rental
    26  units,  which  qualified owner shall take title to the income-restricted
    27  rental units no later than three hundred sixty-five days from  the  date
    28  of consummation of the preservation plan;
    29    (c)  The operating expenses and revenues applicable to the income-res-
    30  tricted rental units, which shall be reflected in the updated Schedule A
    31  and Schedule B for the first year of operation of the  condominium,  the
    32  allocation of common interests, projected common charges, estimated real
    33  estate  taxes,  and  rents  to  be collected from each income-restricted
    34  rental unit, and the allocation of common expenses under  section  three
    35  hundred  thirty-nine-m  of  the  real  property  law,  applicable to the
    36  income-restricted rental units, which shall be  used  to  limit  certain
    37  condominium expenses allocable to the income-restricted rental units and
    38  to  cover  any  shortfall in the revenue from rent to cover the costs of
    39  operation of the income-restricted rental units;
    40    (d) A description of any financing encumbering  the  income-restricted
    41  rental  units,  and  whether a tax exemption or abatement is in place to
    42  reduce real estate taxes for the income-restricted rental units;
    43    (e) A description of any regulatory  agreement  or  agreements  to  be
    44  recorded against the income-restricted rental units and the term thereof
    45  and  the  relevant  housing  finance agency or agencies with supervisory
    46  oversight;
    47    (f) A description of the provisions of the declaration and by-laws for
    48  the condominium that provides  for  the  special  allocation  of  common
    49  expenses  in  accordance with section three hundred thirty-nine-m of the
    50  real property law, and any specific requirements set forth in a  regula-
    51  tory  agreement  requiring  unit  owners in the condominium to cover any
    52  shortfall in the revenue from rent to cover the costs  of  operation  of
    53  the income-restricted rental units;
    54    (g) A description of the contemplated structure of the board of manag-
    55  ers  of the condominium, including specifically an explanation as to how

        A. 6921--B                          7

     1  the interests of the qualified owner  of  the  income-restricted  rental
     2  units are to be adequately represented;
     3    (h)  A description of the building-wide amenities and a representation
     4  that the declaration and by-laws for the condominium shall require  that
     5  tenants of the income-restricted rental units be provided an opportunity
     6  to  use  commonly accessible amenities of the condominium and not unique
     7  to an individual unit, including but  not  limited  to:  pools,  fitness
     8  centers,  storage  spaces, parking, and roofs or gardens accessible on a
     9  building-wide basis, and  that  the  tenants  of  the  income-restricted
    10  rental  units  may only be charged a nominal and reasonable fee for such
    11  use, which shall not be treated as rent under any rental agreement;
    12    (i) The name, address and contact details  for  the  relevant  housing
    13  finance agency or agencies with supervisory oversight of the income-res-
    14  tricted rental units and the occupants within;
    15    (j)  That the regulatory agreement contains a provision which requires
    16  that once a vacancy occurs of an income-restricted  rental  unit,  after
    17  consummation of the preservation plan, then said unit may only be leased
    18  to  low  income  households whose annual household income is not greater
    19  than sixty percent of area median income at  the  time  of  the  initial
    20  lease;
    21    (k) A representation by offeror that the regulatory agreement includes
    22  and  accounts  for  (i)  all  of  the existing on-site income-restricted
    23  rental units in an existing building or group of buildings  or  develop-
    24  ment,  or (ii) all of the income-restricted rental units associated with
    25  an existing building or group of buildings or development located  on  a
    26  zoning  lot  where  one  or  more buildings were set aside as affordable
    27  housing for purposes of qualifying for a partial property tax  exemption
    28  pursuant  to  section four hundred twenty-one-a of the real property tax
    29  law;
    30    (l) To the extent not already subject thereto  prior  to  the  consum-
    31  mation  of  the  preservation plan, a representation by offeror that the
    32  regulatory agreement shall require all income restricted rental units be
    33  subject to rent stabilization during the  extended  affordability  term,
    34  and  that  no  income-restricted  rental  units may be removed from rent
    35  stabilization pursuant to the exemption for units owned as a condominium
    36  under sections 2520.11 and 2500.9 of  the  rent  stabilization  code  or
    37  section 26-504 of the administrative code of the city of New York; and
    38    (m)  The  recording of the condominium declaration and commencement of
    39  condominium operations does not modify  the  requirement  under  section
    40  four hundred twenty-one-a of the real property tax law that all residen-
    41  tial rental apartments are subject to rent stabilization.
    42    4.  Upon submission of the preservation plan to the department of law,
    43  each tenant in the building or group of buildings or  development  of  a
    44  dwelling  unit  being  offered for sale shall be provided with a written
    45  notice stating that such preservation plan has  been  submitted  to  the
    46  department  of  law.  Written  notice  to each tenant in occupancy shall
    47  contain or be accompanied by:
    48    (a) a copy of the preservation plan;
    49    (b) a statement that tenants of the dwelling units being  offered  for
    50  sale  pursuant  to  the  preservation  plan or their representatives may
    51  physically inspect the premises at any time subsequent to the submission
    52  of the preservation plan to the department of law, during  normal  busi-
    53  ness  hours,  upon written request made by them to the offeror, provided
    54  such representatives are registered architects or professional engineers
    55  licensed by the office of the professions of the education department of
    56  the state of New York; and

        A. 6921--B                          8

     1    (c) a statement that tenants of the income-restricted rental units are
     2  not being offered for sale the dwelling units  they  occupy,  but  their
     3  tenancies  shall continue undisturbed during and after the conversion of
     4  the property to condominium ownership. The statement shall also disclose
     5  that  all  income-restricted  rental  units  shall  be  subject  to rent
     6  stabilization throughout the extended affordability term.
     7    5. The tenants in occupancy of dwelling units being offered  for  sale
     8  on  the  date  the  attorney  general  accepts the preservation plan for
     9  filing shall have the exclusive right to purchase their  dwelling  units
    10  for ninety days after the preservation plan has been accepted for filing
    11  by  the attorney general, during which time the offering price available
    12  to the tenant in occupancy may not be increased and a tenant's  dwelling
    13  unit  shall not be shown to a third party unless he or she has, in writ-
    14  ing, waived his or her right to purchase. Subsequent to  the  expiration
    15  of  such ninety-day period, a tenant in occupancy of a dwelling unit who
    16  has not purchased shall be given the exclusive right for  an  additional
    17  six  months  from said expiration date to purchase said dwelling unit on
    18  the same terms and conditions as are contained in any executed  contract
    19  to  purchase  said  dwelling  unit entered into by a purchaser under the
    20  preservation plan, such exclusive right to be exercisable within fifteen
    21  days from the date of mailing  by  registered  mail  of  notice  of  the
    22  execution  of  a  contract of sale together with a copy of said executed
    23  purchase agreement to said tenant.
    24    6. The preservation plan shall also disclose that the offeror shall:
    25    (a) market and sell all the dwelling units (other than the income-res-
    26  tricted rental units) in the building or group of buildings or  develop-
    27  ment,  as  each  such dwelling unit becomes vacant, to a purchaser under
    28  the preservation plan through the use of  commercially  reasonable  good
    29  faith efforts;
    30    (b) fund the reserve fund and dedicated capital fund in the manner and
    31  amounts  as provided in section three hundred thirty-nine-mm of the real
    32  property law;
    33    (c) file an annual update amendment every year which shall include  an
    34  updated  Schedule  A  of all dwelling units being offered for sale under
    35  the preservation plan; and
    36    (d) exercise commercially reasonable good faith  efforts  to  sell  at
    37  least  fifty-one  percent  of the total number of dwelling units offered
    38  for sale under the preservation plan  (excluding  any  income-restricted
    39  rental  units  not  offered for sale) within five years from the date of
    40  the post-closing amendment.
    41    7. After the issuance of the letter from the attorney general  stating
    42  that  the  preservation  plan  has been accepted for filing, the offeror
    43  shall, on the thirtieth, sixtieth, eighty-eighth and ninetieth day after
    44  such date and at least once every thirty  days  until  the  preservation
    45  plan  is declared effective or abandoned, as the case may be, and on the
    46  second day before  the  expiration  of  any  exclusive  purchase  period
    47  provided in a substantial amendment to the preservation plan:
    48    (a)  file  with  the  attorney  general a written statement under oath
    49  setting forth the percentage of bona fide tenants in  occupancy  of  all
    50  dwelling  units  in the building or group of buildings or development on
    51  the date the preservation plan was accepted for filing by  the  attorney
    52  general  who  have executed and delivered written agreements to purchase
    53  under the preservation plan as of the date  of  such  written  statement
    54  under oath; and

        A. 6921--B                          9

     1    (b) before noon on the day such statement is filed post a copy of such
     2  written  statement  under  oath  in  a prominent place accessible to all
     3  tenants in each building covered by the preservation plan.
     4    8.  A  preservation  plan  may not be declared effective until written
     5  purchase agreements have  been  executed  and  delivered  for  at  least
     6  fifteen  percent  of all dwelling units offered for sale in the building
     7  or group of buildings or development from either (a) bona  fide  tenants
     8  who  were  in  occupancy on the date a letter was issued by the attorney
     9  general accepting the preservation plan for  filing  or  (b)  bona  fide
    10  non-tenant  purchasers.  The  purchase  agreement  shall be executed and
    11  delivered pursuant to an offering made in good faith without  fraud  and
    12  discriminatory  repurchase  agreements  or  other discriminatory induce-
    13  ments. A negotiated reduction from the original offering price  extended
    14  shall not, by itself, be deemed a discriminatory inducement.
    15    9. Those written statements under oath that the offeror is required to
    16  file  with  the  attorney  general pursuant to subdivision seven of this
    17  section shall also include:
    18    (a) the total number of written agreements to purchase under the pres-
    19  ervation plan received from bona fide non-tenant purchasers;
    20    (b) the total number of written agreements to purchase under the pres-
    21  ervation plan received from all bona fide tenants in occupancy;
    22    (c) the percentage of dwelling units  under  contract,  calculated  by
    23  adding  the  number  of written purchase agreements for a unit that were
    24  received from (i) all bona fide tenants in occupancy plus (ii) all  bona
    25  fide  non-tenant  purchasers  and  then  dividing  the  sum of those two
    26  numbers by the total number of dwelling units offered for sale under the
    27  preservation plan;
    28    (d) whether or not the offeror intends to claim a credit  against  the
    29  mandatory  initial contribution the offeror is obligated to deposit into
    30  the condominium's reserve fund pursuant to subdivision three of  section
    31  three  hundred  thirty-nine-mm  of  the real property law for the actual
    32  cost of capital replacements which the offeror has begun after the pres-
    33  ervation plan was submitted for filing to  the  department  of  law  but
    34  before  the preservation plan is declared effective, together with their
    35  actual or estimated costs which credit shall not exceed the actual  cost
    36  of the credit;
    37    (e)  whether  or  not  the  offeror  shall  be making its reserve fund
    38  contributions required pursuant to section three hundred  thirty-nine-mm
    39  earlier or in an amount greater than required; and
    40    (f) a representation that no purchaser counted for purposes of declar-
    41  ing the preservation plan effective is the offeror, the selling agent or
    42  the managing agent, or is a principal of the offeror, the selling agent,
    43  or the managing agent or is related to any principal of the offeror, any
    44  principal of the selling agent or any principal of the managing agent by
    45  blood, marriage, or adoption, or is an affiliate, business associate, an
    46  employee,  a shareholder, a member, a manager, a director, an officer, a
    47  limited partner of the offeror, selling agent or managing agent.
    48    10. The preservation plan shall provide that it will be  deemed  aban-
    49  doned,  void  and  of  no  effect if it does not become effective within
    50  fifteen months from the date of issue of  the  letter  of  the  attorney
    51  general  stating that the preservation plan has been accepted for filing
    52  and, in the event of such abandonment, no new plan for the conversion of
    53  such building or group of buildings or development shall be submitted to
    54  the attorney general for at least twelve months after such abandonment.
    55    11. No closings of title of a dwelling unit to a purchaser  under  the
    56  preservation plan shall take place until the attorney general shall have

        A. 6921--B                         10

     1  also  accepted  for  filing  an amendment that declares the preservation
     2  plan effective. Within forty-five days of the first closing of title  of
     3  a  dwelling unit to a purchaser under the preservation plan, the offeror
     4  shall  submit  to the attorney general its post-closing amendment to the
     5  preservation plan. Thereafter, the preservation plan  shall  continually
     6  be  updated with the filing of an annual update amendment, no later than
     7  thirty days from the  anniversary  of  the  date  the  attorney  general
     8  accepted  the post-closing amendment for filing. An offeror or successor
     9  offeror shall only be relieved of  its  obligation  to  file  an  annual
    10  update  amendment  to the preservation plan after the last dwelling unit
    11  offered for sale is conveyed to a purchaser under the preservation plan.
    12    12. After the date of acceptance for filing of the post-closing amend-
    13  ment, the offeror shall continue to make  commercially  reasonable  good
    14  faith efforts to sell the dwelling units it owns.
    15    13.  The  attorney general shall refuse to accept for filing an annual
    16  update amendment to the preservation plan unless:
    17    (a) The annual update amendment discloses, in addition  to  the  other
    18  disclosures required elsewhere in this section or the regulations of the
    19  attorney general, the following data and information:
    20    (i) an accounting of the dwelling units sold and closed by the offeror
    21  in  the preceding twelve months, with an indication if the dwelling unit
    22  was conveyed to a purchaser under the preservation plan or to a  succes-
    23  sor offeror;
    24    (ii) an inventory of the offeror's unsold dwelling units at the end of
    25  the  preceding twelve months, in form and substance as shall satisfy the
    26  attorney general; and
    27    (iii) all the information, data and literature presented by the  board
    28  of managers in its semi-annual reports on the status of the reserve fund
    29  as required under subdivision five of section three hundred thirty-nine-
    30  mm of the real property law.
    31    (b)  The  annual update amendment shall be accompanied by an affidavit
    32  from a principal of the offeror attesting  to  the  following  data  and
    33  information  with  respect  to  all  the dwelling units the offeror then
    34  owns:
    35    (i) the dwelling units' identifying information and general location;
    36    (ii) whether, on the date of submission of the  annual  update  amend-
    37  ment,  the  unsold dwelling unit is subject to a fully executed purchase
    38  agreement, and if so, whether the purchaser is  a  purchaser  under  the
    39  preservation plan or otherwise;
    40    (iii)  whether,  on the date of submission of the annual update amend-
    41  ment, the dwelling unit is occupied or vacant, and if occupied, an indi-
    42  cation that occupancy is:
    43    (A) by a rent-regulated tenant;
    44    (B) by a market-rate tenant;
    45    (C) a month-to-month tenancy;
    46    (D) a tenancy at sufferance; or
    47    (E) other.
    48    (iv) notwithstanding the occupancy status of a dwelling  unit  on  the
    49  date  of submission of the annual update amendment, an indication if the
    50  dwelling unit was vacant for more  than  one  of  the  twelve  preceding
    51  months.  For  each  dwelling  unit  so indicated, the offeror shall also
    52  disclose:
    53    (A) the date range that the dwelling unit was vacant;
    54    (B) the date range for any period of time that the dwelling  unit  was
    55  marketed for sale;
    56    (C) date of sale;

        A. 6921--B                         11

     1    (D) the date the dwelling unit was leased by a tenant; and
     2    (E) the date the lease is set to expire (if applicable).
     3    14.  No  eviction  proceedings  shall be commenced at any time against
     4  non-purchasing tenants for failure to purchase or for any  other  reason
     5  applicable  to expiration of tenancy; provided that such proceedings may
     6  be commenced for non-payment of rent, illegal use or  occupancy  of  the
     7  premises,  refusal of reasonable access to the owner or a similar breach
     8  by the non-purchasing tenant of his, her or  their  obligations  to  the
     9  owner of the dwelling unit; and provided further that an owner of a unit
    10  may not commence an action to recover possession of a dwelling unit from
    11  a  non-purchasing  tenant  on  the grounds that he, she or they seek the
    12  dwelling unit for the use and occupancy of himself or  herself  or  his,
    13  her or their family's use and occupancy.
    14    15.  No eviction proceedings shall be commenced, except as provided in
    15  this subdivision, at any time against either eligible senior citizens or
    16  eligible disabled persons. The rentals of eligible senior  citizens  and
    17  eligible  disabled  persons  who reside in dwelling units not subject to
    18  government regulation as to rentals and continued occupancy and eligible
    19  senior citizens and eligible disabled persons  who  reside  in  dwelling
    20  units  with  respect  to  which  government regulation as to rentals and
    21  continued occupancy is eliminated  or  becomes  inapplicable  after  the
    22  preservation  plan  has been accepted for filing shall not be subject to
    23  unconscionable increases beyond ordinary rentals for  comparable  apart-
    24  ments  during  the period of their occupancy considering, in determining
    25  comparability, such factors as building services, level  of  maintenance
    26  and  operating expenses; provided that such proceedings may be commenced
    27  against such tenants for non-payment of rent, illegal use  or  occupancy
    28  of  the premises, refusal of reasonable access to the owner or a similar
    29  breach by the tenant of his, her or their obligations to  the  owner  of
    30  the dwelling unit.
    31    16.  Eligible senior citizens and eligible disabled persons who reside
    32  in dwelling units subject to government regulation  as  to  rentals  and
    33  continued occupancy shall continue to be subject thereto.
    34    17.  The rights granted under the preservation plan to eligible senior
    35  citizens and eligible disabled persons may not be abrogated  or  reduced
    36  notwithstanding any expiration of, or amendment to, this section.
    37    18.  Any offeror who disputes the election by a person to be an eligi-
    38  ble senior citizen or an eligible disabled person  shall  apply  to  the
    39  attorney general within thirty days of the receipt of the election forms
    40  for  a  determination by the attorney general of such person's eligibil-
    41  ity. The attorney general shall, within thirty days thereafter, issue  a
    42  determination  of  eligibility.  The  foregoing shall, in the absence of
    43  fraud, be the sole method for determining a  dispute  as  to  whether  a
    44  person is an eligible senior citizen or an eligible disabled person. The
    45  determination of the attorney general shall be reviewable only through a
    46  proceeding  under  article  seventy-eight  of the civil practice law and
    47  rules, which proceeding shall be commenced within thirty days after such
    48  determination by the attorney general becomes final.
    49    19. Non-purchasing tenants who reside in  dwelling  units  subject  to
    50  government regulation as to rentals and continued occupancy prior to the
    51  conversion  of  the  building  or  group  of buildings or development to
    52  condominium ownership shall continue to be subject thereto.
    53    20. The rentals of non-purchasing tenants who reside in dwelling units
    54  not subject to government regulation as to rentals and  continued  occu-
    55  pancy  and  non-purchasing  tenants  who  reside  in dwelling units with
    56  respect to which government regulation as to rentals and continued occu-

        A. 6921--B                         12

     1  pancy is eliminated or becomes inapplicable after the preservation  plan
     2  has  been  accepted  for  filing  by  the  attorney general shall not be
     3  subject to unconscionable increases beyond ordinary rentals for compara-
     4  ble  apartments  during  the  period  of their occupancy. In determining
     5  comparability, consideration shall be given to such factors as  building
     6  services, level of maintenance and operating expenses.
     7    21. The rights granted under the preservation plan to purchasers under
     8  the preservation plan and to non-purchasing tenants may not be abrogated
     9  or  reduced  notwithstanding  any  expiration  of, or amendment to, this
    10  section.
    11    22. Any local legislative body may adopt local laws  and  any  agency,
    12  officer  or public body may prescribe rules and regulations with respect
    13  to the continued occupancy  by  tenants  of  dwelling  units  which  are
    14  subject  to regulation as to rentals and continued occupancy pursuant to
    15  law, provided that in the event that any such local law, rule  or  regu-
    16  lation  shall  be  inconsistent with the provisions of this section, the
    17  provisions of this section shall control.
    18    23. The attorney general shall refuse to accept for filing a preserva-
    19  tion plan when the attorney general determines: (a) that one or more  of
    20  the  income-restricted rental units within the building, group of build-
    21  ings or development was vacant on the date of submission; or (b) of  the
    22  dwelling units that are not income-restricted rental units, an excessive
    23  number of long-term vacancies did not exist on the date that the preser-
    24  vation  plan  was first submitted to the department of law. For purposes
    25  of this subdivision, "long-term vacancies" shall mean dwelling units not
    26  leased or occupied by bona fide tenants for more than five months  prior
    27  to the date of such submission to the department of law; and "excessive"
    28  shall  mean  a  vacancy rate in excess of the greater of (i) ten percent
    29  and (ii) a percentage that is double the normal average vacancy rate for
    30  the building or group of buildings or development for two years prior to
    31  the January preceding the date the preservation plan was first submitted
    32  to the department of law.
    33    24. All dwelling units occupied by  non-purchasing  tenants  shall  be
    34  managed  by the same managing agent who manages all other dwelling units
    35  in the building or group of  buildings  or  development.  Such  managing
    36  agent  shall  provide to non-purchasing tenants all services and facili-
    37  ties required by law on a non-discriminatory basis.   The offeror  shall
    38  guarantee  the  obligation  of  the  managing  agent to provide all such
    39  services and facilities  until  such  time  as  the  offeror  surrenders
    40  control of the board of managers, at which time the board of managers of
    41  the  condominium  shall  assume  responsibility for the provision of all
    42  services and facilities required by law on a non-discriminatory basis.
    43    25. It shall be unlawful for any person to engage  in  any  course  of
    44  conduct,  including,  but not limited to, interruption or discontinuance
    45  of essential services, which substantially interferes with  or  disturbs
    46  the  comfort,  repose, peace or quiet of any tenant in his, her or their
    47  use or occupancy of his, her or their dwelling unit  or  the  facilities
    48  related  thereto. The attorney general may apply to a court of competent
    49  jurisdiction for an order restraining such conduct and, if he  deems  it
    50  appropriate,  an  order  restraining the owner from selling the dwelling
    51  unit itself or from proceeding with the preservation plan of conversion;
    52  provided that nothing contained herein shall be deemed to  preclude  the
    53  tenant from applying on his, her or their own behalf for similar relief.
    54    26.  Any provision of a lease or other rental agreement which purports
    55  to waive a tenant's rights under this section or rules  and  regulations
    56  promulgated pursuant hereto shall be void as contrary to public policy.

        A. 6921--B                         13

     1    27.  Notwithstanding  the  requirements  of this section regarding the
     2  preservation of an income-restricted rental unit or units as permanently
     3  affordable, and to the extent permitted under existing law as it relates
     4  to the income-restricted rental unit  or  units,  the  income-restricted
     5  rental  unit or units in a building or group of buildings or development
     6  of an eligible project may be converted  to  a  limited  equity  housing
     7  cooperative  pursuant  to  article eleven of the private housing finance
     8  law under a separate offering statement or prospectus, if  the  relevant
     9  housing  finance  agency ensures that the proposed offering statement or
    10  prospectus discloses that the regulatory agreement provides as follows:
    11    (a) the offering prices are affordable to the existing tenants  and/or
    12  the  qualified  low-income purchasers who meet the definition of persons
    13  of low income or families of low income as defined by subdivision  nine-
    14  teen of section two of the private housing finance law;
    15    (b) any tenant of an income-restricted rental unit that chooses not to
    16  buy  the income-restricted rental unit he or she occupies shall continue
    17  to be protected under  rent  stabilization  throughout  the  process  of
    18  conversion  to  a limited equity housing cooperative and thereafter, and
    19  that no existing tenant of an income-restricted  rental  unit  shall  be
    20  evicted  solely  due  to  his or her decision not to purchase his or her
    21  income-restricted rental unit;
    22    (c) the regulatory agreement and certificate of incorporation  of  the
    23  limited  equity  housing  cooperative  shall ensure that the income-res-
    24  tricted rental units converted to a limited equity  housing  cooperative
    25  shall be reserved for occupancy by persons of low income and families of
    26  low income in perpetuity;
    27    (d) the relevant housing finance agency shall have oversight authority
    28  over the limited equity housing cooperative in the regulatory agreement,
    29  condominium declaration, condominium by-laws and certificate of incorpo-
    30  ration  of the limited equity housing cooperative, including the ability
    31  to appoint a new board of directors of the limited equity housing  coop-
    32  erative in the event of a violation of a term of, or an event of default
    33  by  the  limited  equity  housing cooperative under any of its governing
    34  documents; and
    35    (e) that the ownership of the dedicated capital account by the  quali-
    36  fied  owner,  and  the  funding  of the dedicated capital account by the
    37  offeror of the preservation plan, shall each be subject to the oversight
    38  authority of the relevant housing finance agency as provided in  section
    39  three hundred thirty-nine-mm of the real property law.
    40    28.  It shall be unlawful for an offeror, its designees and/or succes-
    41  sors to have or exercise voting control of the  condominium's  board  of
    42  managers  for  more  than ninety days from the fifth anniversary date of
    43  the first closing of title to a dwelling unit, or  whenever  the  unsold
    44  dwelling  units  constitute less than fifty percent of the common inter-
    45  ests appurtenant to all dwelling units, whichever is sooner.
    46    29. The attorney general may, in his  or  her  discretion,  waive  the
    47  requirement  in paragraph (d) of subdivision six of this section that an
    48  offeror sell at least fifty-one percent of the  dwelling  units  offered
    49  for  sale  under  the  preservation plan when the offeror provides proof
    50  satisfactory to the attorney general that  five  years  of  commercially
    51  reasonable  good  faith  efforts did not result in the sale of fifty-one
    52  percent of the dwelling units. If such waiver is  granted,  the  offeror
    53  shall  be  required  to  disclose  the new date by which it will sell at
    54  least fifty-one percent of the dwelling units offered for sale under the
    55  preservation plan in its subsequent annual update amendment. Any  waiver
    56  granted  hereunder  shall not alleviate an offeror, its designees and/or

        A. 6921--B                         14

     1  successors of the obligation set forth in  subdivision  twenty-eight  of
     2  this section.
     3    30.  Within  ninety  days  of  the effective date of this section, the
     4  attorney general shall submit a notice of proposed rulemaking for publi-
     5  cation in the state register which  shall  contain  the  suitable  rules
     6  necessary to carry out the provisions of this section.  The authority of
     7  the  attorney  general  to  promulgate,  adopt, publish, notify, review,
     8  amend, modify, reconsider, or rescind any rule or regulation as  may  be
     9  conferred  anywhere  within  this  section  shall  comply with the state
    10  administrative procedure act in all respects.
    11    31. For any offering statement or prospectus (including, without limi-
    12  tation, a preservation plan and any amended filings thereto),  submitted
    13  to  the  department of law pursuant to this section, the filing fees set
    14  forth in paragraph (a) of subdivision seven  of  section  three  hundred
    15  fifty-two-e  of  this article shall not apply. Instead, an offeror shall
    16  tender the following filing fee with and for its submission:
    17    (a) seven hundred fifty dollars for every offering not  in  excess  of
    18  two hundred fifty thousand dollars;
    19    (b)  for  every  offering  in  excess  of  two  hundred fifty thousand
    20  dollars, four-tenths of one percent of the total amount of the  offering
    21  but  not  in excess of sixty thousand dollars, of which one-half of said
    22  amount shall be a nonrefundable deposit paid at the time  of  submitting
    23  the  preservation  plan  to  the  department  of  law for review and the
    24  balance payable upon the attorney general's  issuance  of  a  letter  of
    25  acceptance of the preservation plan for filing;
    26    (c) two hundred twenty-five dollars for each price change amendment to
    27  a preservation plan;
    28    (d) seven hundred fifty dollars for any other amendment to a preserva-
    29  tion plan; and
    30    (e)  seven  hundred  fifty  dollars  for each such application, and an
    31  additional seven hundred fifty dollars  for  each  and  every  amendment
    32  submitted  in furtherance of such an application to permit an offeror to
    33  solicit public interest prior to the filing of a  preservation  plan  to
    34  the department of law.
    35    §  2. Section 339-e of the real property law is amended by adding nine
    36  new subdivisions 1-a, 6-a, 7-a, 8-a, 10-a, 11-a, 12-a, 12-b and 13-a  to
    37  read as follows:
    38    1-a.  "Capital  replacement"  means  a  building-wide replacement of a
    39  major component of any of the following systems:
    40    (a) elevator;
    41    (b) heating, ventilation and air conditioning;
    42    (c) environmental and sustainability upgrades;
    43    (d) plumbing;
    44    (e) wiring;
    45    (f) window; or
    46    (g) a major structural replacement to the building; provided, however,
    47  that major structural replacements  made  to  cure  code  violations  of
    48  record shall not be included.
    49    6-a.  "Consummation of the preservation plan" means, in the context of
    50  a preservation plan for the conversion of residential rental property to
    51  condominium ownership that has been accepted for filing by  the  depart-
    52  ment  of  law  pursuant  to section three hundred fifty-two-eeeee of the
    53  general business law and subsequently  amended  to  disclose  that  said
    54  preservation  plan has been declared effective, (i) the recording of the
    55  declaration for the condominium and (ii)  the  closing  of  title  to  a
    56  dwelling unit with a purchaser under the preservation plan.

        A. 6921--B                         15

     1    7-a. "Income-restricted rental unit", as used in section three hundred
     2  thirty-nine-mm  of  this article, means a unit that also meets the defi-
     3  nition of "income-restricted rental unit" set  forth  in  section  three
     4  hundred fifty-two-eeeee of the general business law.
     5    8-a.  "Offeror",  as  used  in section three hundred thirty-nine-mm of
     6  this article, means the offeror of a preservation plan to convert  resi-
     7  dential  rental  property  to  condominium ownership pursuant to section
     8  three hundred fifty-two-eeeee of the general business law, together with
     9  his, her or its nominees, assignees and successors in interest.
    10    10-a. "Preservation plan", as used in section  three  hundred  thirty-
    11  nine-mm  of  this  article,  means  an  offering statement or prospectus
    12  submitted to the department of law pursuant  to  section  three  hundred
    13  fifty-two-eeeee  of  the  general  business  law for the conversion of a
    14  building or group of buildings or  development  from  rental  status  to
    15  condominium  ownership, wherein the offeror documents that it has agreed
    16  to an extended affordability term for the income-restricted rental units
    17  with a relevant housing finance agency.
    18    11-a. "Purchaser under the preservation plan", when  used  in  section
    19  three  hundred  thirty-nine-mm  of this article, means a purchaser under
    20  the preservation plan shall refer to a person who purchases  a  dwelling
    21  unit  from the offeror pursuant to the terms of a preservation plan that
    22  has been accepted for filing by the attorney general. A person or entity
    23  that acquires dwelling units and  assumes  certain  obligations  of  the
    24  offeror shall not be considered a purchaser under the preservation plan.
    25    12-a. "Qualified owner", as used in section three hundred thirty-nine-
    26  mm  of  this  article,  shall  refer to a unit owner that also meets the
    27  definition of "qualified owner" as set forth in  section  three  hundred
    28  fifty-two-eeeee of the general business law.
    29    12-b.  "Relevant  housing  finance  agency",  as used in section three
    30  hundred thirty-nine-mm of this article, shall have the same  meaning  as
    31  set  forth in section three hundred fifty-two-eeeee of the general busi-
    32  ness law.
    33    13-a. "Total price", when used in section three hundred thirty-nine-mm
    34  of this article, means the sum of the cost of all units in the offering,
    35  but excluding any income-restricted rental units owned or to  be  trans-
    36  ferred  to  a  qualified  owner,  at the last price which was offered to
    37  tenants in occupancy prior to the effective  date  of  the  preservation
    38  plan regardless of the number of sales made.
    39    §  3.  The real property law is amended by adding a new section 339-mm
    40  to read as follows:
    41    § 339-mm. Establishment of reserve fund and dedicated capital fund for
    42  buildings  converting  to  condominium  ownership  under  section  three
    43  hundred  fifty-two-eeeee  of the general business law.  1. Within thirty
    44  days after the consummation of a preservation plan, the offeror  thereof
    45  (and/or  its designee or designees and/or successor or successors) shall
    46  establish and transfer:
    47    (a) to the condominium board of managers a reserve  fund  to  be  used
    48  exclusively  for  making  capital repairs, replacements and improvements
    49  necessary for the health and safety of the  residents  (including  resi-
    50  dents  of  the income-restricted rental units) of such building or group
    51  of buildings or development.  Such reserve fund shall  be  exclusive  of
    52  any  other  funds required to be reserved under the preservation plan or
    53  applicable law or regulation of the attorney general, except a fund  for
    54  capital  repairs, replacements and improvements substantially similar in
    55  purpose to and in an amount not less than the reserve fund  mandated  by
    56  this  section.  Such reserve fund shall also be exclusive of any working

        A. 6921--B                         16

     1  capital fund or dedicated capital fund  and  shall  not  be  subject  to
     2  reduction for closing apportionments.
     3    (b)  to the qualified owner of the income-restricted rental units, and
     4  subject to the oversight of the  relevant  housing  finance  agency  set
     5  forth  in  a  regulatory  agreement, a dedicated capital fund to be used
     6  exclusively for  making  unit  repairs,  replacements  and  improvements
     7  necessary  for  the health and safety of the residents of an income-res-
     8  tricted rental unit or units of such building or group of  buildings  or
     9  development.  Such dedicated capital fund shall be exclusive and supple-
    10  mental of any other funds required to be reserved under the preservation
    11  plan or applicable law or regulation. Such dedicated capital fund  shall
    12  also  be exclusive and supplemental of any reserve fund or working capi-
    13  tal fund and shall not be subject to reduction  for  closing  apportion-
    14  ments.  The  dedicated capital fund shall not be used towards any build-
    15  ing-wide capital replacement, and instead shall be used solely for  unit
    16  repairs,  replacements  and improvements of the income-restricted rental
    17  units.
    18    2. (a) Such reserve fund shall be established in an  amount  equal  to
    19  either  (i)  three percent of the total price or, (ii) (A) three percent
    20  of the actual sales price of all condominium units sold by  the  offeror
    21  at  the  time  the  preservation  plan  is declared effective, provided,
    22  however, that if such amount is less  than  one  percent  of  the  total
    23  price, then the fund shall be established as a minimum of one percent of
    24  the  total  price; plus (B) supplemental contributions to be made by the
    25  offeror at a rate of three percent of the actual sales price  of  condo-
    26  minium  units  for  each  unit held by the offeror and sold to bona fide
    27  purchasers subsequent to the effective date of the preservation plan and
    28  within five years of the consummation of the preservation plan, notwith-
    29  standing that the total amount contributed may exceed three  percent  of
    30  the  total  price; and provided, further, that if five years from thirty
    31  days after the consummation of the preservation plan the total  contrib-
    32  utions  by  the  offeror  to the fund are less than three percent of the
    33  total price the offeror shall pay  the  difference  between  the  amount
    34  contributed and three percent of the total price.  Supplemental contrib-
    35  utions shall be made within thirty days of each sale.
    36    (b)  Such  dedicated  capital  fund  shall be established in an amount
    37  equal to one-half of one percent of the total price, and shall be trans-
    38  ferred in full within thirty days of the date  of  consummation  of  the
    39  preservation  plan  into an account at a financial institution regulated
    40  by the department of financial services of the state of  New  York  that
    41  shall  have  been  opened  by,  and shall at all times be subject to the
    42  oversight authority of the relevant housing finance agency of the quali-
    43  fied owner of the income-restricted rental unit or units.
    44    3. The contributions required pursuant to this  section  may  be  made
    45  earlier  or  in an amount greater than so provided. An offeror may claim
    46  and receive credit against the mandatory  initial  contribution  to  the
    47  reserve fund for the actual cost of capital replacements which he or she
    48  has  begun  after  the  preservation plan is submitted for filing to the
    49  department of law and before the preservation plan  is  declared  effec-
    50  tive;  provided,  however, that any such replacements shall be set forth
    51  in the preservation plan together with their actual or  estimated  costs
    52  and  further  provided,  that such credit shall not exceed the lesser of
    53  the actual cost of the capital replacements or one and a half percent of
    54  the total price.
    55    4. Any building, construction of  which  was  completed  within  three
    56  years  prior  to  the  consummation  of  the preservation plan, shall be

        A. 6921--B                         17

     1  exempt from the reserve fund requirements of this section  but  not  the
     2  dedicated capital fund requirements of this section.
     3    5.  The condominium board of managers shall report to unit owners on a
     4  semi-annual basis with respect to all deposits into and withdrawals from
     5  the reserve fund mandated by paragraph (a) of subdivision  two  of  this
     6  section.
     7    6. The offeror, not later than the thirtieth day following the accept-
     8  ance of a preservation plan for filing by the department of law pursuant
     9  to section three hundred fifty-two-eeeee of the general business law and
    10  until the consummation of the preservation plan, shall post and maintain
    11  in a prominent place, accessible to all tenants in each building covered
    12  by  the preservation plan, a listing of all violations of record against
    13  such buildings as determined by the department of buildings of the  city
    14  of  New  York and the department of housing preservation and development
    15  of the city of New York. All newly issued  violations  shall  be  posted
    16  within  forty-eight  hours of their issuance and maintained as described
    17  in this subdivision. The offeror may satisfy the  requirements  of  this
    18  section  by  designating an agent on the premises with whom such listing
    19  shall be made available for inspection by the tenants.
    20    7. Any provision purporting to waive the provisions of this section in
    21  any contract to purchase, any agreement between an offeror  and  a  unit
    22  purchaser, any agreement between an offeror and the condominium board of
    23  managers  created  under  a  preservation plan, any agreement between an
    24  offeror and the owner of the  income-restricted  rental  unit  or  units
    25  shall be void as against public policy.
    26    8.  (a) Except as otherwise provided in paragraph (b) of this subdivi-
    27  sion, any person who knowingly violates or assists in the  violation  of
    28  any provision of this section shall be subject to a civil penalty of one
    29  hundred  dollars per day per unit for each day that a building is not in
    30  compliance with the provisions of such section; provided, however,  that
    31  such civil penalty shall not exceed one thousand dollars per unit.
    32    (b) Any person who violates or assists in the violation of subdivision
    33  two  of  this  section  shall  also be subject to a civil penalty of one
    34  thousand dollars per day for each day that the reserve fund required  by
    35  subdivision  two  of this section is not established; provided, however,
    36  that such civil penalty shall not  exceed  the  amount  required  to  be
    37  reserved pursuant to subdivision two of this section.
    38    (c) Any other action or proceeding in any court of competent jurisdic-
    39  tion  that  may  be  appropriate or necessary for the enforcement of the
    40  provisions of this section may be brought in the name of the  people  of
    41  the  state  of  New  York  by the attorney general, including actions to
    42  secure permanent injunctions  enjoining  any  acts  or  practices  which
    43  constitute  a  violation  of  any  provision  of this section, mandating
    44  compliance with the provisions of this section or for such other  relief
    45  as  may  be  appropriate. In any such action or proceeding, the attorney
    46  general may apply to any court of competent jurisdiction, or to a  judge
    47  or  justice  thereof,  for  a temporary restraining order or preliminary
    48  injunction enjoining and restraining  all  persons  from  violating  any
    49  provision  of  this section, mandating compliance with the provisions of
    50  this section, or for such other relief as may be appropriate, until  the
    51  hearing  and determination of such action or proceeding and the entry of
    52  final judgment or order therein. The court, or judge or justice thereof,
    53  to whom such application is made, is hereby authorized to  make  any  or
    54  all  of  the  orders  specified in this paragraph, as may be required in
    55  such application, with or without notice, and  to  make  such  other  or
    56  further  orders  or  directions  as  may be necessary to render the same

        A. 6921--B                         18

     1  effectual. No undertaking shall be required as a condition of the grant-
     2  ing or issuing of such order, or by reason thereof.
     3    (d)  Nothing  contained in this section shall impair any rights, reme-
     4  dies or causes of action accrued or accruing to purchasers of  condomin-
     5  ium  units  with  regard  to the funding of the reserve fund and capital
     6  fund under this section.
     7    (e) The attorney general is empowered to  enforce  the  provisions  of
     8  this section.
     9    §  4.  Subdivision 2, subparagraph (i) of paragraph (a) of subdivision
    10  2-a, and paragraphs (a) and (c) of subdivision 7 of section 352-e of the
    11  general business law, subdivision 2 as amended by chapter  1042  of  the
    12  laws  of  1981,  subparagraph (i) of paragraph (a) of subdivision 2-a as
    13  added by chapter 771 of the laws of 1983, paragraph (a) of subdivision 7
    14  as amended by section 1 of part BBB-1 of chapter 57 of the laws of 2008,
    15  and paragraph (c) of subdivision 7 as amended by chapter 637 of the laws
    16  of 1989, are amended to read as follows:
    17    2. Unless otherwise provided by  regulation  issued  by  the  attorney
    18  general,  the offering statement or statements or prospectus required in
    19  subdivision one of this section shall be filed with  the  department  of
    20  law  at its office in the city of New York, prior to the public offering
    21  of the security involved. No offer, advertisement or sale of such  secu-
    22  rities shall be made in or from the state of New York until the attorney
    23  general  has  issued  to  the issuer or other [offerer] offeror a letter
    24  stating that the offering has been  filed.  The  attorney  general,  not
    25  later  than thirty days after the submission of such filing, shall issue
    26  such a letter or, in the alternative, a notification in writing indicat-
    27  ing deficiencies in the offering statement,  statements  or  prospectus;
    28  provided,  however, that in the case of a building or group of buildings
    29  to be converted to cooperative or condominium ownership which  is  occu-
    30  pied  in  whole or in part for residential purposes and which is not the
    31  subject of a preservation  plan  submitted  pursuant  to  section  three
    32  hundred  fifty-two-eeeee  of  this  article, such letter or notification
    33  shall be issued in not sooner than four months and not  later  than  six
    34  months  from the date of submission of such filing. The attorney general
    35  may also refuse to issue a letter stating that the offering statement or
    36  statements or prospectus has been filed whenever  it  appears  that  the
    37  offering  statement  or  statements  or  prospectus does not clearly set
    38  forth the specific property or properties to be purchased, leased, mort-
    39  gaged, or otherwise to be acquired, financed or the subject of  specific
    40  investment with a substantial portion of the offering proceeds.
    41    (i)  "Plan".  Every  offering statement or prospectus submitted to the
    42  department of law for the conversion of a building or group of buildings
    43  or development from residential rental status to cooperative  or  condo-
    44  minium ownership, other than a plan governed by the provisions of either
    45  section  three  hundred fifty-two-eee [or], three hundred fifty-two-eeee
    46  or section three hundred fifty-two-eeeee of this [chapter] article, or a
    47  plan for such conversion pursuant to article two, eight or eleven of the
    48  private housing finance law.
    49    (a) The department of law shall collect the  following  fees  for  the
    50  filing of each offering statement or prospectus as described in subdivi-
    51  sion one of this section: seven hundred fifty dollars for every offering
    52  not  in excess of two hundred fifty thousand dollars; for every offering
    53  in excess of two hundred fifty  thousand  dollars,  four-tenths  of  one
    54  percent  of the total amount of the offering but not in excess of [thir-
    55  ty] fifty thousand dollars of which one-half of said amount shall  be  a
    56  nonrefundable deposit paid at the time of submitting the offering state-

        A. 6921--B                         19

     1  ment  to  the  department of law for review and the balance payable upon
     2  the issuance of a letter of acceptance for filing said  offering  state-
     3  ment.  The  department  of  law shall, in addition, collect a fee of two
     4  hundred twenty-five dollars for each price change amendment to an offer-
     5  ing statement and seven hundred fifty dollars for any other amendment to
     6  an offering statement. For each application granted by the department of
     7  law,  which  permits  the applicant to solicit public interest or public
     8  funds preliminary to the filing of an  offering  statement  or  for  the
     9  issuance of a "no-filing required" letter and any amendment thereto, the
    10  department  of  law  shall collect a fee of [two] seven hundred [twenty-
    11  five] fifty dollars. [In the  event  the  sponsor  thereafter  files  an
    12  offering  statement,  the fee paid for the preliminary application shall
    13  be credited against the balance of the fee due and payable  on  filing.]
    14  For  each  application  granted pursuant to section three hundred fifty-
    15  two-g of this article, the department of law  shall  collect  a  fee  of
    16  two-tenths  of  one percent of the amount of the offering of securities;
    17  however, the minimum fee shall be seven hundred fifty dollars,  and  the
    18  maximum  fee  shall be [thirty] fifty thousand dollars. All revenue from
    19  that portion of any  fee  imposed  pursuant  to  this  paragraph,  which
    20  exceeds  twenty  thousand  dollars  for  offering  statements,  and five
    21  hundred twenty-five dollars for all other filings, shall be paid by  the
    22  department  of law to the state comptroller to be deposited in and cred-
    23  ited to the real estate finance bureau  fund,  established  pursuant  to
    24  section eighty of the state finance law.
    25    (c)  Notwithstanding  the provisions of paragraph (a) of this subdivi-
    26  sion, the department of law shall not collect any fees for the filing of
    27  an offering statement or prospectus or any amended  filings  thereto  as
    28  described  in subdivision one of this section whenever: (i) a conversion
    29  of a mobile home park, building or group  of  buildings  or  development
    30  from  residential  rental status to cooperative or condominium ownership
    31  is being made pursuant to article eleven, eighteen, nineteen  or  twenty
    32  of  the  private  housing finance law; or (ii) the offering statement or
    33  prospectus or amendment thereto is submitted to the  department  of  law
    34  pursuant  to section three hundred fifty-two-eeeee of this article.  For
    35  submissions made pursuant to section three  hundred  fifty-two-eeeee  of
    36  this  article,  the department of law shall instead collect the fees set
    37  forth in subdivision thirty-one of such section. All revenue  from  that
    38  portion of any fee imposed pursuant to subdivision thirty-one of section
    39  three  hundred  fifty-two-eeeee  of  this  article  shall be paid by the
    40  department of law to the state comptroller to be deposited in and  cred-
    41  ited  to  the  real  estate finance bureau fund, established pursuant to
    42  section eighty of the state finance law.
    43    § 5. Paragraph (a) of subdivision 1 of section 352-eeee of the general
    44  business law, as amended by section 1 of part N of  chapter  36  of  the
    45  laws of 2019, is amended to read as follows:
    46    (a)  "Plan".  Every  offering statement or prospectus submitted to the
    47  department of law pursuant to section three hundred fifty-two-e of  this
    48  article for the conversion of a building or group of buildings or devel-
    49  opment  from  residential  rental  status  to cooperative or condominium
    50  ownership or other form of cooperative interest in realty, other than an
    51  offering statement or prospectus for such conversion pursuant to section
    52  three hundred fifty-two-eeeee of this article or article two,  eight  or
    53  eleven of the private housing finance law.
    54    § 6. This act shall take effect on the one hundred eightieth day after
    55  it  shall  have  become  a law and shall expire and be deemed repealed 4
    56  years after such date.