Florida Senate - 2026                                     SB 548
       
       
        
       By Senator McClain
       
       
       
       
       
       9-00714-26                                             2026548__
    1                        A bill to be entitled                      
    2         An act relating to growth management; amending s.
    3         163.3164, F.S.; defining the term “plan-based
    4         methodology”; amending s. 163.3180, F.S.; deleting an
    5         exception to an applicability provision relating to
    6         concurrency; amending s. 163.31801, F.S.; defining the
    7         term “extraordinary circumstances”; requiring that a
    8         demonstrated-need study use plan-based methodology for
    9         a certain purpose; requiring that certain conditions
   10         be shown to exist in order to demonstrate
   11         extraordinary circumstances; revising the voting
   12         threshold required for approval of an ordinance
   13         increasing an impact fee beyond certain phase-in
   14         limitations; prohibiting local governments from using
   15         certain data for a specified purpose; prohibiting
   16         local governments from including certain deductions in
   17         certain impact fee increases; prohibiting local
   18         governments and school districts from increasing
   19         impact fee rates beyond certain phase-in limitations
   20         by more than a specified percentage within a certain
   21         timeframe; providing that certain prevailing parties
   22         in actions challenging certain impact fees are
   23         entitled to reasonable attorney fees and costs;
   24         amending s. 212.055, F.S.; conforming a cross
   25         reference; providing an effective date.
   26          
   27  Be It Enacted by the Legislature of the State of Florida:
   28  
   29         Section 1. Present subsections (39) through (54) of section
   30  163.3164, Florida Statutes, are redesignated as subsections (40)
   31  through (55), respectively, and a new subsection (39) is added
   32  to that section, to read:
   33         163.3164 Community Planning Act; definitions.—As used in
   34  this act:
   35         (39) “Plan-based methodology means a study methodology
   36  that uses the most recent and localized data to project growth
   37  within a jurisdiction over a 5-year period, anticipate capacity
   38  impacts on relevant systems which will be created by the
   39  projected growth, and establish a list of capital projects to be
   40  constructed in a defined time period to mitigate the anticipated
   41  capacity impacts as part of a new or updated impact fee study.
   42  The capital projects identified in the study must comport with
   43  the requirements of s. 163.3177(6)(h).
   44         Section 2. Paragraph (j) of subsection (5) of section
   45  163.3180, Florida Statutes, is amended to read:
   46         163.3180 Concurrency.—
   47         (5)
   48         (j)1. If a county and municipality charge the developer of
   49  a new development or redevelopment a fee for transportation
   50  capacity impacts, the county and municipality must create and
   51  execute an interlocal agreement to coordinate the mitigation of
   52  their respective transportation capacity impacts.
   53         2. The interlocal agreement must, at a minimum:
   54         a. Ensure that any new development or redevelopment is not
   55  charged twice for the same transportation capacity impacts.
   56         b. Establish a plan-based methodology for determining the
   57  legally permissible fee to be charged to a new development or
   58  redevelopment.
   59         c. Require the county or municipality issuing the building
   60  permit to collect the fee, unless agreed to otherwise.
   61         d. Provide a method for the proportionate distribution of
   62  the revenue collected by the county or municipality to address
   63  the transportation capacity impacts of a new development or
   64  redevelopment, or provide a method of assigning responsibility
   65  for the mitigation of the transportation capacity impacts
   66  belonging to the county and the municipality.
   67         3. By October 1, 2025, if an interlocal agreement is not
   68  executed pursuant to this paragraph:
   69         a. The fee charged to a new development or redevelopment
   70  shall be based on the transportation capacity impacts
   71  apportioned to the county and municipality as identified in the
   72  developer’s traffic impact study or the mobility plan adopted by
   73  the county or municipality.
   74         b. The developer shall receive a 10 percent reduction in
   75  the total fee calculated pursuant to sub-subparagraph a.
   76         c. The county or municipality issuing the building permit
   77  must collect the fee charged pursuant to sub-subparagraphs a.
   78  and b. and distribute the proceeds of such fee to the county and
   79  municipality within 60 days after the developer’s payment.
   80         4. This paragraph does not apply to:
   81         a. A county as defined in s. 125.011(1).
   82         b. A county or municipality that has entered into, or
   83  otherwise updated, an existing interlocal agreement, as of
   84  October 1, 2024, to coordinate the mitigation of transportation
   85  impacts. However, if such existing interlocal agreement is
   86  terminated, the affected county and municipality that have
   87  entered into the agreement are shall be subject to the
   88  requirements of this paragraph unless the county and
   89  municipality mutually agree to extend the existing interlocal
   90  agreement before the expiration of the agreement.
   91         Section 3. Present paragraphs (a) and (b) of subsection (3)
   92  of section 163.31801, Florida Statutes, are redesignated as
   93  paragraphs (b) and (c), respectively, a new paragraph (a) is
   94  added to that subsection, and paragraph (g) of subsection (6)
   95  and subsection (9) of that section are amended, to read:
   96         163.31801 Impact fees; short title; intent; minimum
   97  requirements; audits; challenges.—
   98         (3) For purposes of this section, the term:
   99         (a) “Extraordinary circumstances” means measurable effects
  100  of development which will require mitigation by the affected
  101  local government and which exceed the total of the current
  102  adopted impact fee amount and any increase as provided in
  103  paragraphs (6)(c), (d), and (e) in less than 4 years.
  104         (6) A local government, school district, or special
  105  district may increase an impact fee only as provided in this
  106  subsection.
  107         (g)1. A local government, school district, or special
  108  district may increase an impact fee rate beyond the phase-in
  109  limitations established under paragraph (b), paragraph (c),
  110  paragraph (d), or paragraph (e) by establishing the need for
  111  such increase in full compliance with the requirements of
  112  subsection (4), provided the following criteria are met:
  113         a. A demonstrated-need study using plan-based methodology
  114  which justifies justifying any increase in excess of those
  115  authorized in paragraph (b), paragraph (c), paragraph (d), or
  116  paragraph (e) has been completed within the 12 months before the
  117  adoption of the impact fee increase and expressly demonstrates
  118  the extraordinary circumstances necessitating the need to exceed
  119  the phase-in limitations. To demonstrate such extraordinary
  120  circumstances, at least four of the following conditions must be
  121  shown to exist, using localized data that reflects differences
  122  in area costs and modalities of projects between any urban,
  123  emerging urban, or rural areas within the study area:
  124         (I) Population growth within the local government’s, school
  125  district’s, or special district’s jurisdiction in the previous
  126  5-year period exceeds the high population projections provided
  127  by the University of Florida’s Bureau of Economic and Business
  128  Research.
  129         (II) The average number of building permits issued by the
  130  local government in the previous 3-year period is less than 10
  131  percent of the average number of building permits issued in the
  132  previous 10-year period.
  133         (III) There is a documented failure to meet transportation
  134  level-of-service standards or quality-of-service standards
  135  within the jurisdiction which were necessary to meet demand in
  136  the previous 5-year period.
  137         (IV) The local capital construction cost exceeds the
  138  previous 5-year average construction cost specified in the
  139  National Highway Construction Cost Index provided by the United
  140  States Department of Transportation’s Federal Highway
  141  Administration.
  142         (V) The employment base within the jurisdiction has
  143  exceeded the average labor market employment gains reported by
  144  the Department of Commerce in the previous 5-year period.
  145         (VI) The average daily vehicle miles traveled in the
  146  jurisdiction in the past 5 years has exceeded the Florida
  147  Vehicle Miles Traveled index average.
  148         (VII) The cost per mile estimates for construction projects
  149  are at least 10 percent greater than the average cost per mile
  150  provided by the Department of Transportation as a model for
  151  similar construction projects in the previous 5-year period.
  152         b. The local government jurisdiction has held at least two
  153  publicly noticed workshops dedicated to the extraordinary
  154  circumstances necessitating the need to exceed the phase-in
  155  limitations set forth in paragraph (b), paragraph (c), paragraph
  156  (d), or paragraph (e).
  157         c. The impact fee increase ordinance is approved by a two
  158  thirds unanimous vote of the governing body.
  159         2. An impact fee increase approved under this paragraph
  160  must be implemented in at least two but not more than four equal
  161  annual increments beginning with the date on which the impact
  162  fee increase ordinance is adopted.
  163         3. A local government may not:
  164         a. Increase an impact fee rate beyond the phase-in
  165  limitations under this paragraph if the local government has not
  166  increased the impact fee within the past 5 years. Any year in
  167  which the local government is prohibited from increasing an
  168  impact fee because the jurisdiction is in a hurricane disaster
  169  area is not included in the 5-year period.
  170         b. Use data that is older than 4 years to demonstrate
  171  extraordinary circumstances except as specifically provided in
  172  sub-subparagraph 1.a.
  173         c. Include in the impact fee increase any deduction
  174  authorized by a previous or existing impact fee.
  175         4. A local government or school district may not increase
  176  an impact fee rate beyond the phase-in limitations under this
  177  paragraph by more than 100 percent in a 4-year period.
  178         (9) In any action challenging:
  179         (a) An impact fee or the government’s failure to provide
  180  required dollar-for-dollar credits for the payment of impact
  181  fees as provided in s. 163.3180(6)(h)2.b., the government has
  182  the burden of proving by a preponderance of the evidence that
  183  the imposition or amount of the fee or credit meets the
  184  requirements of state legal precedent and this section. The
  185  court may not use a deferential standard for the benefit of the
  186  government.
  187         (b) A local government or special district impact fee
  188  imposed in violation of this section, a prevailing petitioner
  189  who is a resident of or an owner of a business located within
  190  the jurisdiction of the local government or special district, as
  191  applicable, is entitled to reasonable attorney fees and costs.
  192         Section 4. Paragraph (d) of subsection (2) of section
  193  212.055, Florida Statutes, is amended to read:
  194         212.055 Discretionary sales surtaxes; legislative intent;
  195  authorization and use of proceeds.—It is the legislative intent
  196  that any authorization for imposition of a discretionary sales
  197  surtax shall be published in the Florida Statutes as a
  198  subsection of this section, irrespective of the duration of the
  199  levy. Each enactment shall specify the types of counties
  200  authorized to levy; the rate or rates which may be imposed; the
  201  maximum length of time the surtax may be imposed, if any; the
  202  procedure which must be followed to secure voter approval, if
  203  required; the purpose for which the proceeds may be expended;
  204  and such other requirements as the Legislature may provide.
  205  Taxable transactions and administrative procedures shall be as
  206  provided in s. 212.054.
  207         (2) LOCAL GOVERNMENT INFRASTRUCTURE SURTAX.—
  208         (d) The proceeds of the surtax authorized by this
  209  subsection and any accrued interest shall be expended by the
  210  school district, within the county and municipalities within the
  211  county, or, in the case of a negotiated joint county agreement,
  212  within another county, to finance, plan, and construct
  213  infrastructure; to acquire any interest in land for public
  214  recreation, conservation, or protection of natural resources or
  215  to prevent or satisfy private property rights claims resulting
  216  from limitations imposed by the designation of an area of
  217  critical state concern; to provide loans, grants, or rebates to
  218  residential or commercial property owners who make energy
  219  efficiency improvements to their residential or commercial
  220  property, if a local government ordinance authorizing such use
  221  is approved by referendum; or to finance the closure of county
  222  owned or municipally owned solid waste landfills that have been
  223  closed or are required to be closed by order of the Department
  224  of Environmental Protection. Any use of the proceeds or interest
  225  for purposes of landfill closure before July 1, 1993, is
  226  ratified. The proceeds and any interest may not be used for the
  227  operational expenses of infrastructure, except that a county
  228  that has a population of fewer than 75,000 and that is required
  229  to close a landfill may use the proceeds or interest for long
  230  term maintenance costs associated with landfill closure.
  231  Counties, as defined in s. 125.011, and charter counties may, in
  232  addition, use the proceeds or interest to retire or service
  233  indebtedness incurred for bonds issued before July 1, 1987, for
  234  infrastructure purposes, and for bonds subsequently issued to
  235  refund such bonds. Any use of the proceeds or interest for
  236  purposes of retiring or servicing indebtedness incurred for
  237  refunding bonds before July 1, 1999, is ratified.
  238         1. For the purposes of this paragraph, the term
  239  “infrastructure” means:
  240         a. Any fixed capital expenditure or fixed capital outlay
  241  associated with the construction, reconstruction, or improvement
  242  of public facilities that have a life expectancy of 5 or more
  243  years, any related land acquisition, land improvement, design,
  244  and engineering costs, and all other professional and related
  245  costs required to bring the public facilities into service. For
  246  purposes of this sub-subparagraph, the term “public facilities”
  247  means facilities as defined in s. 163.3164(42) s. 163.3164(41),
  248  s. 163.3221(13), or s. 189.012(5), and includes facilities that
  249  are necessary to carry out governmental purposes, including, but
  250  not limited to, fire stations, general governmental office
  251  buildings, and animal shelters, regardless of whether the
  252  facilities are owned by the local taxing authority or another
  253  governmental entity.
  254         b. A fire department vehicle, an emergency medical service
  255  vehicle, a sheriff’s office vehicle, a police department
  256  vehicle, or any other vehicle, and the equipment necessary to
  257  outfit the vehicle for its official use or equipment that has a
  258  life expectancy of at least 5 years.
  259         c. Any expenditure for the construction, lease, or
  260  maintenance of, or provision of utilities or security for,
  261  facilities, as defined in s. 29.008.
  262         d. Any fixed capital expenditure or fixed capital outlay
  263  associated with the improvement of private facilities that have
  264  a life expectancy of 5 or more years and that the owner agrees
  265  to make available for use on a temporary basis as needed by a
  266  local government as a public emergency shelter or a staging area
  267  for emergency response equipment during an emergency officially
  268  declared by the state or by the local government under s.
  269  252.38. Such improvements are limited to those necessary to
  270  comply with current standards for public emergency evacuation
  271  shelters. The owner must enter into a written contract with the
  272  local government providing the improvement funding to make the
  273  private facility available to the public for purposes of
  274  emergency shelter at no cost to the local government for a
  275  minimum of 10 years after completion of the improvement, with
  276  the provision that the obligation will transfer to any
  277  subsequent owner until the end of the minimum period.
  278         e. Any land acquisition expenditure for a residential
  279  housing project in which at least 30 percent of the units are
  280  affordable to individuals or families whose total annual
  281  household income does not exceed 120 percent of the area median
  282  income adjusted for household size, if the land is owned by a
  283  local government or by a special district that enters into a
  284  written agreement with the local government to provide such
  285  housing. The local government or special district may enter into
  286  a ground lease with a public or private person or entity for
  287  nominal or other consideration for the construction of the
  288  residential housing project on land acquired pursuant to this
  289  sub-subparagraph.
  290         f. Instructional technology used solely in a school
  291  district’s classrooms. As used in this sub-subparagraph, the
  292  term “instructional technology” means an interactive device that
  293  assists a teacher in instructing a class or a group of students
  294  and includes the necessary hardware and software to operate the
  295  interactive device. The term also includes support systems in
  296  which an interactive device may mount and is not required to be
  297  affixed to the facilities.
  298         2. For the purposes of this paragraph, the term “energy
  299  efficiency improvement” means any energy conservation and
  300  efficiency improvement that reduces consumption through
  301  conservation or a more efficient use of electricity, natural
  302  gas, propane, or other forms of energy on the property,
  303  including, but not limited to, air sealing; installation of
  304  insulation; installation of energy-efficient heating, cooling,
  305  or ventilation systems; installation of solar panels; building
  306  modifications to increase the use of daylight or shade;
  307  replacement of windows; installation of energy controls or
  308  energy recovery systems; installation of electric vehicle
  309  charging equipment; installation of systems for natural gas fuel
  310  as defined in s. 206.9951; and installation of efficient
  311  lighting equipment.
  312         3. Notwithstanding any other provision of this subsection,
  313  a local government infrastructure surtax imposed or extended
  314  after July 1, 1998, may allocate up to 15 percent of the surtax
  315  proceeds for deposit into a trust fund within the county’s
  316  accounts created for the purpose of funding economic development
  317  projects having a general public purpose of improving local
  318  economies, including the funding of operational costs and
  319  incentives related to economic development. The ballot statement
  320  must indicate the intention to make an allocation under the
  321  authority of this subparagraph.
  322         4. Surtax revenues that are shared with eligible charter
  323  schools pursuant to paragraph (c) shall be allocated among such
  324  schools based on each school’s proportionate share of total
  325  school district capital outlay full-time equivalent enrollment
  326  as adopted by the education estimating conference established in
  327  s. 216.136. Surtax revenues must be expended by the charter
  328  school in a manner consistent with the allowable uses provided
  329  in s. 1013.62(4). All revenues and expenditures shall be
  330  accounted for in a charter school’s monthly or quarterly
  331  financial statement pursuant to s. 1002.33(9). If a school’s
  332  charter is not renewed or is terminated and the school is
  333  dissolved under the provisions of law under which the school was
  334  organized, any unencumbered funds received under this paragraph
  335  shall revert to the sponsor.
  336         Section 5. This act shall take effect July 1, 2026.