Senate Bill sb2302c1

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    Florida Senate - 2005                           CS for SB 2302

    By the Committee on Community Affairs; and Senator Bennett





    578-1825-05

  1                      A bill to be entitled

  2         An act relating to local government land

  3         development requirements; creating s. 163.3219,

  4         F.S.; providing legislative findings,

  5         declarations, and intent relating to local

  6         government impact fees; requiring impact fees

  7         to be based upon certain available data;

  8         requiring a credit against impact fees for

  9         certain taxes, fees, assessments, liens,

10         charges, or payments; providing criteria;

11         specifying a time period before collecting an

12         impact fee or fee increase; prohibiting

13         application of an impact fee to certain

14         building permits; requiring local governments

15         to report certain impact fee information to the

16         Auditor General; limiting imposition of

17         administrative fees; requiring refund of an

18         impact fee under certain circumstances;

19         providing for the distribution of impact fees

20         collected within an incorporated area;

21         providing criteria for payment of impact fees;

22         authorizing a local government to establish a

23         schedule of payments; providing an exception;

24         providing an effective date.

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26  Be It Enacted by the Legislature of the State of Florida:

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28         Section 1.  Section 163.3219, Florida Statutes, is

29  created to read:

30         163.3219  Local government impact fees; credits;

31  reports; application; payment.--

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    Florida Senate - 2005                           CS for SB 2302
    578-1825-05




 1         (1)  The Legislature finds and declares that there is a

 2  lack of consistent criteria for the determination of the

 3  appropriateness, amount, and collection of impact fees.

 4  Consequently, there is a wide disparity developing in the

 5  application and relative burden of impact fees in different

 6  areas of the state. In some areas of the state, impact fees

 7  are driving up the cost of housing to an unreasonable degree,

 8  and there is insufficient oversight of local governments who

 9  collect and use impact fees. Therefore, it is the intent of

10  the Legislature to ensure greater consistency in the

11  determination of the appropriateness, amount, and collection

12  of impact fees; ensure flexibility in the timing of payment of

13  impact fees; provide appropriate notice to fee payers of new

14  fees or fee increases; and ensure the accountability of local

15  governments for the collection and expenditure of all impact

16  fees.

17         (2)  Any impact fee that is adopted or amended shall be

18  based upon the most recent accurate and relevant data

19  available.

20         (3)(a)  Any local government that imposes an impact fee

21  must include in the calculation of the amount of the fee to be

22  paid a credit for the full present value of all taxes, fees,

23  assessments, liens, charges, or other payments of any kind

24  that have been or will be directly paid by the fee payer or

25  property owner to the local government or other service

26  provider and that will be used to construct capital facilities

27  of the same type for which the impact fee is imposed. The

28  calculation of the credit shall estimate such payments for a

29  period of not less than 30 years; shall include adjustments in

30  the estimated annual payments to account for inflation,

31  increased taxable values, and increased payments; shall use a

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    Florida Senate - 2005                           CS for SB 2302
    578-1825-05




 1  discount rate no greater than the current costs of borrowing

 2  to finance such capital improvements; and shall be based

 3  solely upon the estimated payments from new development and

 4  the property upon which the new development is located.

 5         (b)  A local government that imposes an impact fee

 6  shall also provide a credit for all taxes or other payments of

 7  any kind indirectly paid by the fee payer or property owner

 8  through state, federal, or other revenues anticipated to be

 9  expended to construct capital facilities of the same type for

10  which the impact fee is imposed.

11         (4)(a)  An impact fee or impact fee increase may be

12  collected only after 6 months following the date of final

13  adoption of the ordinance imposing the impact fee or impact

14  fee increase.

15         (b)  An impact fee or impact fee increase may not apply

16  to building permits for which a complete application has been

17  filed with the local government prior to the effective date of

18  the ordinance adopting the impact fee or impact fee increase.

19         (5)(a)  Each local government that collects impact fees

20  shall report to the Auditor General annually on all

21  collections, expenditures, refunds, and administrative

22  expenses relating to such fees.

23         (b)  A local government may not impose an

24  administrative fee for collecting, accounting for, and

25  disbursing impact fees which exceeds the actual direct costs

26  associated with collecting, accounting for, and disbursing the

27  impact fees. In no event shall the administrative fee exceed 3

28  percent of the total fees collected.

29         (c)  Any local government that has not expended an

30  impact fee for the purpose for which the fee was collected

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    Florida Senate - 2005                           CS for SB 2302
    578-1825-05




 1  within 6 years after receiving the fee shall refund the fee,

 2  with interest, to the person who paid the fee.

 3         (d)  If impact fees are collected as a result of new

 4  development within an incorporated area, the impact fees shall

 5  be expended pursuant to an interlocal agreement between the

 6  county and the municipality in which the fees are collected.

 7  If there is no interlocal agreement for expending the impact

 8  fees, the fees shall be expended for infrastructure

 9  improvements within the municipality in which the impact fees

10  are collected and for infrastructure improvements outside the

11  municipality which directly benefit the new development.

12         (6)  Any local government that collects impact fees

13  shall permit the fees to be paid in whole or in part at the

14  time of the first closing to transfer real estate or title

15  following issuance of a certificate of occupancy for the

16  property subject to the fee and shall allow any remainder to

17  be assessed as part of the local government's tax bill and

18  paid over a 10-year to 20-year period. If the fee is not fully

19  paid at the time of closing, the local government may

20  establish a schedule of payments including any costs of

21  deferring payment of the fee.

22         (7)  For purposes of the section, an impact fee does

23  not include any charge or fee imposed for a municipally owned

24  utility, including, but not limited to, electric, gas, water,

25  or wastewater facilities.

26         Section 2.  This act shall take effect July 1, 2005.

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    Florida Senate - 2005                           CS for SB 2302
    578-1825-05




 1          STATEMENT OF SUBSTANTIAL CHANGES CONTAINED IN
                       COMMITTEE SUBSTITUTE FOR
 2                         Senate Bill 2302

 3                                 

 4  The committee substitute (CS) provides for the expenditure of
    impact fees collected within a municipality pursuant to an
 5  interlocal agreement between the county and municipality. In
    the absence of such an interlocal agreement, the impact fees
 6  must be spent for infrastructure improvements within the
    municipality or, if the infrastructure improvements directly
 7  benefit the new development, in the unincorporated area.

 8  This CS amends the phrase "first real estate closing" to read
    the "first closing to transfer real estate or title." The CS
 9  also exempts any charge or fee imposed for a municipally owned
    utility, including, but not limited to, electric, gas, water,
10  or wastewater facilities.

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