CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 1 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S A bill to be entitled 1 An act relating to alternative mobility funding 2 systems; amending s. 163.3164, F.S.; providing 3 definitions; amending s. 163.3180, F.S.; revising 4 requirements relating to agreements to pay for or 5 construct certain improvements; authorizing certain 6 local governments to adopt an alternative mobility 7 planning and fee system or an alternative system in 8 certain circumstances; providing requirements for the 9 application of an adopted alternative system; 10 prohibiting an alternative system from imposing 11 responsibility for funding an existing transportation 12 deficiency upon new development; prohibiting local 13 governments that do not issue building permits from 14 charging for transportation impacts; requiring local 15 governments that issue building permits to collect for 16 extrajurisdictional impacts; prohibiting local 17 governments from assessing multiple charges for the 18 same transportation impact; amending s. 163.31801, 19 F.S.; revising requirements for the calculation of 20 impact fees by certain local governments and special 21 districts; requiring local governments transitioning 22 to alternative funding systems to provide holders of 23 impact fee credits with full benefit of intensity and 24 density of prepaid credit balances as of a specified 25 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 2 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S date; amending s. 212.055, F.S.; conforming a cros s-26 reference; providing an effective date. 27 28 Be It Enacted by the Legislature of the State of Florida: 29 30 Section 1. Subsections (32) through (52) of section 31 163.3164, Florida Statutes, are renumbered as subsections (34) 32 through (54), respectively, and new subsections (32) and (33) 33 are added to that section, to read: 34 163.3164 Community Planning Act; definitions. —As used in 35 this act: 36 (32) "Mobility fee" means a local government fee schedule 37 established by ordinance and based on the projects included in 38 the local government's adopted mobility plan. 39 (33) "Mobility plan" means an integrated land use and 40 alternative mobility transportation plan adopted into a local 41 government comprehensive plan that promotes a compact, mixed -42 use, and interconnected deve lopment served by a multimodal 43 transportation system in an area that is urban in character as 44 defined in s. 171.031. 45 Section 2. Paragraphs (h) and (i) of subsection (5) of 46 section 163.3180, Florida Statutes, are amended, and paragraph 47 (j) is added to that subsection, to read: 48 163.3180 Concurrency. — 49 (5) 50 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 3 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S (h)1. Local governments that continue to implement a 51 transportation concurrency system, whether in the form adopted 52 into the comprehensive plan before the effective date of the 53 Community Planning Act , chapter 2011-139, Laws of Florida, or as 54 subsequently modified, must: 55 a. Consult with the Department of Transportation when 56 proposed plan amendments affect facilities on the strategic 57 intermodal system. 58 b. Exempt public transit facilities from concur rency. For 59 the purposes of this sub -subparagraph, public transit facilities 60 include transit stations and terminals; transit station parking; 61 park-and-ride lots; intermodal public transit connection or 62 transfer facilities; fixed bus, guideway, and rail stat ions; and 63 airport passenger terminals and concourses, air cargo 64 facilities, and hangars for the assembly, manufacture, 65 maintenance, or storage of aircraft. As used in this sub -66 subparagraph, the terms "terminals" and "transit facilities" do 67 not include seaports or commercial or residential development 68 constructed in conjunction with a public transit facility. 69 c. Allow an applicant for a development -of-regional-impact 70 development order, development agreement, rezoning, or other 71 land use development permit t o satisfy the transportation 72 concurrency requirements of the local comprehensive plan, the 73 local government's concurrency management system, and s. 380.06, 74 when applicable, if: 75 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 4 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S (I) The applicant in good faith offers to enter into a 76 binding agreement to p ay for or construct its proportionate 77 share of required improvements in a manner consistent with this 78 subsection. The agreement must provide that after an applicant 79 makes its contribution or constructs its proportionate share 80 pursuant to this sub -sub-subparagraph, the project shall be 81 considered to have mitigated its transportation impacts and be 82 allowed to proceed. 83 (II) The proportionate -share contribution or construction 84 is sufficient to accomplish one or more mobility improvements 85 that will benefit a regionally significant transportation 86 facility. A local government may accept contributions from 87 multiple applicants for a planned improvement if it maintains 88 contributions in a separate account designated for that purpose. 89 A local government may not prevent a single applicant from 90 proceeding after the applicant has satisfied its proportionate -91 share contribution. 92 d. Provide the basis upon which the landowners will be 93 assessed a proportionate share of the cost addressing the 94 transportation impacts resulting from a proposed development. 95 2. An applicant shall not be held responsible for the 96 additional cost of reducing or eliminating deficiencies. When an 97 applicant contributes or constructs its proportionate share 98 pursuant to this paragraph, a local government may not require 99 payment or construction of transportation facilities whose costs 100 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 5 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S would be greater than a develop ment's proportionate share of the 101 improvements necessary to mitigate the development's impacts. 102 a. The proportionate -share contribution shall be 103 calculated based upon the number of trips from the proposed 104 development expected to reach roadways during the peak hour from 105 the stage or phase being approved, divided by the change in the 106 peak hour maximum service volume of roadways resulting from 107 construction of an improvement necessary to maintain or achieve 108 the adopted level of service, multiplied by the cons truction 109 cost, at the time of development payment, of the improvement 110 necessary to maintain or achieve the adopted level of service. 111 b. In using the proportionate -share formula provided in 112 this subparagraph, the applicant, in its traffic analysis, shall 113 identify those roads or facilities that have a transportation 114 deficiency in accordance with the transportation deficiency as 115 defined in subparagraph 4. The proportionate -share formula 116 provided in this subparagraph shall be applied only to those 117 facilities that are determined to be significantly impacted by 118 the project traffic under review. If any road is determined to 119 be transportation deficient without the project traffic under 120 review, the costs of correcting that deficiency shall be removed 121 from the project's proportionate-share calculation and the 122 necessary transportation improvements to correct that deficiency 123 shall be considered to be in place for purposes of the 124 proportionate-share calculation. The improvement necessary to 125 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 6 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S correct the transportation de ficiency is the funding 126 responsibility of the entity that has maintenance responsibility 127 for the facility. The development's proportionate share shall be 128 calculated only for the needed transportation improvements that 129 are greater than the identified defici ency. 130 c. When the provisions of subparagraph 1. and this 131 subparagraph have been satisfied for a particular stage or phase 132 of development, all transportation impacts from that stage or 133 phase for which mitigation was required and provided shall be 134 deemed fully mitigated in any transportation analysis for a 135 subsequent stage or phase of development. Trips from a previous 136 stage or phase that did not result in impacts for which 137 mitigation was required or provided may be cumulatively analyzed 138 with trips from a subsequent stage or phase to determine whether 139 an impact requires mitigation for the subsequent stage or phase. 140 d. In projecting the number of trips to be generated by 141 the development under review, any trips assigned to a toll -142 financed facility shall be e liminated from the analysis. 143 e. The applicant shall receive a credit on a dollar -for-144 dollar basis for impact fees, mobility fees, and other 145 transportation concurrency mitigation requirements paid or 146 payable in the future for the project. The credit shall be 147 reduced up to 20 percent by the percentage share that the 148 project's traffic represents of the added capacity of the 149 selected improvement, or by the amount specified by local 150 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 7 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S ordinance, whichever yields the greater credit. 151 3. This subsection does not require a local government to 152 approve a development that, for reasons other than 153 transportation impacts, is not qualified for approval pursuant 154 to the applicable local comprehensive plan and land development 155 regulations. 156 4. As used in this subsection, th e term "transportation 157 deficiency" means a facility or facilities on which the adopted 158 level-of-service standard is exceeded by the existing, 159 committed, and vested trips, plus additional projected 160 background trips from any source other than the development 161 project under review, and trips that are forecast by established 162 traffic standards, including traffic modeling, consistent with 163 the University of Florida's Bureau of Economic and Business 164 Research medium population projections. Additional projected 165 background trips are to be coincident with the particular stage 166 or phase of development under review. 167 (i) If a local government elects to repeal transportation 168 concurrency, the local government may it is encouraged to adopt 169 an alternative mobility planning and fee funding system or an 170 alternative system that is not mobility plan and fee based. The 171 local government that uses one or more of the tools and 172 techniques identified in paragraph (f). Any alternative mobility 173 funding system adopted may not use an alternative system be used 174 to deny, time, or phase an application for site plan approval, 175 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 8 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S plat approval, final subdivision approval, building permits, or 176 the functional equivalent of such approvals provided that the 177 developer agrees to pay for the development's i dentified 178 transportation impacts via the funding mechanism implemented by 179 the local government. The revenue from the funding mechanism 180 used in the alternative system must be used to implement the 181 needs of the local government's plan which serves as the bas is 182 for the fee imposed. An alternative A mobility fee-based funding 183 system must comply with s. 163.31801 governing impact fees. An 184 alternative system may not impose that is not mobility fee -based 185 shall not be applied in a manner that imposes upon new 186 development any responsibility for funding an existing 187 transportation deficiency as defined in paragraph (h). 188 (j) Only the local government issuing the building permit 189 may charge for transportation impacts within its jurisdiction. 190 Such local government must c ollect and account for any 191 extrajurisdictional impacts pursuant to s. 163.3177(6)(h), 192 regardless of whether it implements a transportation concurrency 193 system or an alternative system. A local government may not 194 charge new development or redevelopment for t he same 195 transportation impacts. 196 Section 3. Paragraph (a) of subsection (4), paragraph (a) 197 of subsection (5), and subsection (7) of section 163.31801, 198 Florida Statutes, are amended to read: 199 163.31801 Impact fees; short title; intent; minimum 200 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 9 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S requirements; audits; challenges. — 201 (4) At a minimum, each local government that adopts and 202 collects an impact fee by ordinance and each special district 203 that adopts, collects, and administers an impact fee by 204 resolution must: 205 (a) Ensure that the calculation of the impact fee is based 206 on the most recent and localized data available within the 207 previous 12 months before adoption . 208 (5)(a) Notwithstanding any charter provision, 209 comprehensive plan policy, ordinance, development order, 210 development permit, or resolutio n, the local government or 211 special district that requires any improvement or contribution 212 must credit against the collection of the impact fee any 213 contribution, whether identified in a development order, 214 proportionate share agreement , or any other form of exaction, 215 related to public facilities or infrastructure, including 216 monetary contributions, land dedication, site planning and 217 design, or construction. Any contribution must be applied on a 218 dollar-for-dollar basis at fair market value to reduce any 219 impact fee collected for the general category or class of public 220 facilities or infrastructure for which the contribution was 221 made. 222 (7) If an impact fee is increased, the holder of any 223 impact fee credits, whether such credits are granted under s. 224 163.3180, s. 380.06, or otherwise, which were in existence 225 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 10 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S before the increase, is entitled to the full benefit of the 226 intensity or density prepaid by the credit balance as of the 227 date it was first established. If a local government adopts an 228 alternative funding system p ursuant to s. 163.3180(5)(i), the 229 holder of any transportation or road impact fee credits granted 230 under s. 163.3180 or s. 380.06 or otherwise that were in 231 existence before the adoption of the alternative funding system 232 is entitled to the full benefit of th e intensity and density 233 prepaid by the credit balance as of the date the alternative 234 funding system was first established. 235 Section 4. Paragraph (d) of subsection (2) of section 236 212.055, Florida Statutes, is amended to read: 237 212.055 Discretionary sale s surtaxes; legislative intent; 238 authorization and use of proceeds. —It is the legislative intent 239 that any authorization for imposition of a discretionary sales 240 surtax shall be published in the Florida Statutes as a 241 subsection of this section, irrespective o f the duration of the 242 levy. Each enactment shall specify the types of counties 243 authorized to levy; the rate or rates which may be imposed; the 244 maximum length of time the surtax may be imposed, if any; the 245 procedure which must be followed to secure voter ap proval, if 246 required; the purpose for which the proceeds may be expended; 247 and such other requirements as the Legislature may provide. 248 Taxable transactions and administrative procedures shall be as 249 provided in s. 212.054. 250 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 11 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S (2) LOCAL GOVERNMENT INFRASTRUCTUR E SURTAX.— 251 (d) The proceeds of the surtax authorized by this 252 subsection and any accrued interest shall be expended by the 253 school district, within the county and municipalities within the 254 county, or, in the case of a negotiated joint county agreement, 255 within another county, to finance, plan, and construct 256 infrastructure; to acquire any interest in land for public 257 recreation, conservation, or protection of natural resources or 258 to prevent or satisfy private property rights claims resulting 259 from limitations imposed by the designation of an area of 260 critical state concern; to provide loans, grants, or rebates to 261 residential or commercial property owners who make energy 262 efficiency improvements to their residential or commercial 263 property, if a local government ord inance authorizing such use 264 is approved by referendum; or to finance the closure of county -265 owned or municipally owned solid waste landfills that have been 266 closed or are required to be closed by order of the Department 267 of Environmental Protection. Any use o f the proceeds or interest 268 for purposes of landfill closure before July 1, 1993, is 269 ratified. The proceeds and any interest may not be used for the 270 operational expenses of infrastructure, except that a county 271 that has a population of fewer than 75,000 and that is required 272 to close a landfill may use the proceeds or interest for long -273 term maintenance costs associated with landfill closure. 274 Counties, as defined in s. 125.011, and charter counties may, in 275 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 12 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S addition, use the proceeds or interest to retire or ser vice 276 indebtedness incurred for bonds issued before July 1, 1987, for 277 infrastructure purposes, and for bonds subsequently issued to 278 refund such bonds. Any use of the proceeds or interest for 279 purposes of retiring or servicing indebtedness incurred for 280 refunding bonds before July 1, 1999, is ratified. 281 1. For the purposes of this paragraph, the term 282 "infrastructure" means: 283 a. Any fixed capital expenditure or fixed capital outlay 284 associated with the construction, reconstruction, or improvement 285 of public facilities that have a life expectancy of 5 or more 286 years, any related land acquisition, land improvement, design, 287 and engineering costs, and all other professional and related 288 costs required to bring the public facilities into service. For 289 purposes of this sub-subparagraph, the term "public facilities" 290 means facilities as defined in s. 163.3164(41) s. 163.3164(39), 291 s. 163.3221(13), or s. 189.012(5), and includes facilities that 292 are necessary to carry out governmental purposes, including, but 293 not limited to, fire stations, general governmental office 294 buildings, and animal shelters, regardless of whether the 295 facilities are owned by the local taxing authority or another 296 governmental entity. 297 b. A fire department vehicle, an emergency medical service 298 vehicle, a sheriff's office vehicle, a police department 299 vehicle, or any other vehicle, and the equipment necessary to 300 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 13 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S outfit the vehicle for its official use or equipment that has a 301 life expectancy of at least 5 years. 302 c. Any expenditure for the construction, lease, or 303 maintenance of, or provision of utilities or security for, 304 facilities, as defined in s. 29.008. 305 d. Any fixed capital expenditure or fixed capital outlay 306 associated with the improvement of private facilities that have 307 a life expectancy of 5 or more ye ars and that the owner agrees 308 to make available for use on a temporary basis as needed by a 309 local government as a public emergency shelter or a staging area 310 for emergency response equipment during an emergency officially 311 declared by the state or by the loc al government under s. 312 252.38. Such improvements are limited to those necessary to 313 comply with current standards for public emergency evacuation 314 shelters. The owner must enter into a written contract with the 315 local government providing the improvement fund ing to make the 316 private facility available to the public for purposes of 317 emergency shelter at no cost to the local government for a 318 minimum of 10 years after completion of the improvement, with 319 the provision that the obligation will transfer to any 320 subsequent owner until the end of the minimum period. 321 e. Any land acquisition expenditure for a residential 322 housing project in which at least 30 percent of the units are 323 affordable to individuals or families whose total annual 324 household income does not exceed 1 20 percent of the area median 325 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 14 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S income adjusted for household size, if the land is owned by a 326 local government or by a special district that enters into a 327 written agreement with the local government to provide such 328 housing. The local government or special di strict may enter into 329 a ground lease with a public or private person or entity for 330 nominal or other consideration for the construction of the 331 residential housing project on land acquired pursuant to this 332 sub-subparagraph. 333 f. Instructional technology used solely in a school 334 district's classrooms. As used in this sub -subparagraph, the 335 term "instructional technology" means an interactive device that 336 assists a teacher in instructing a class or a group of students 337 and includes the necessary hardware and softwa re to operate the 338 interactive device. The term also includes support systems in 339 which an interactive device may mount and is not required to be 340 affixed to the facilities. 341 2. For the purposes of this paragraph, the term "energy 342 efficiency improvement" means any energy conservation and 343 efficiency improvement that reduces consumption through 344 conservation or a more efficient use of electricity, natural 345 gas, propane, or other f orms of energy on the property, 346 including, but not limited to, air sealing; installation of 347 insulation; installation of energy -efficient heating, cooling, 348 or ventilation systems; installation of solar panels; building 349 modifications to increase the use of d aylight or shade; 350 CS/CS/HB 235 2023 CODING: Words stricken are deletions; words underlined are additions. hb0235-02-c2 Page 15 of 15 F L O R I D A H O U S E O F R E P R E S E N T A T I V E S replacement of windows; installation of energy controls or 351 energy recovery systems; installation of electric vehicle 352 charging equipment; installation of systems for natural gas fuel 353 as defined in s. 206.9951; and installation of efficient 354 lighting equipment. 355 3. Notwithstanding any other provision of this subsection, 356 a local government infrastructure surtax imposed or extended 357 after July 1, 1998, may allocate up to 15 percent of the surtax 358 proceeds for deposit into a trust fund within the county's 359 accounts created for the purpose of funding economic development 360 projects having a general public purpose of improving local 361 economies, including the funding of operational costs and 362 incentives related to economic development. The ballot statemen t 363 must indicate the intention to make an allocation under the 364 authority of this subparagraph. 365 Section 5. This act shall take effect July 1, 2023. 366