ear walker banning
TRANSCRIPT
-
8/2/2019 Ear Walker Banning
1/49
Evaluation And Appraisal
Reports
Broward, Miami-Dade and Monroecounties
July 15, 2009
-
8/2/2019 Ear Walker Banning
2/49
2
OVERVIEW OF
PRESENTATION
Whats an EAR? What are the steps in the EAR
process?
What should be in the EAR?
-
8/2/2019 Ear Walker Banning
3/49
3
FIRST ROUND STATUS
Between 1995 and 1999
Only communities >2,500 population 291 local governments total
All EARs have been adopted
All EARs are sufficient
-
8/2/2019 Ear Walker Banning
4/49
4
FIRST ROUND STATUS, continued
12 (4%) local governments have not adoptedtheir EAR-base amendment
BAY HARBOR ISLANDS (some adopted)
BISCAYNE PARK due 04/1997 KEY WEST due 11/2006 MIAMI BEACH due 11/2001 OPA LOCKA due 09/1997 SWEETWATER ORC issued 3/2009
They are prohibited from amending theircomprehensive plan
-
8/2/2019 Ear Walker Banning
5/49
5
SECOND ROUND STATUS
Between 2003 and 2011 All local governments: 478
186 (39%) of which did not do a 1st Round EAR
EAR due date missed by 43 (9%) local governments(prohibition in effect) Bal Harbour Village EAR due 01/2006 Bay Harbor Islands EAR due 02/2006 Lazy Lake EAR due 09/2005 Pembroke Park EAR due 01/2006
Sea Ranch Lakes EAR due 04/2006
EAR adopted but not sufficient: 6
-
8/2/2019 Ear Walker Banning
6/49
6
SECOND ROUND STATUS, continued
EAR-based amendment not adopted by 50 localgovernments (prohibition in effect)
Coral Gables MargateDavie (ORC issued) Miami BeachEl Portal Miami Springs (ORC issued)Golden Beach (ORC issued) North Miami BeachHallandale Beach (ORC issued) Pinecrest
Hillsboro Beach (ORC issued) Pinellas Park (ORC issued)Homestead (ORC issued) South Miami (ORC issued)
Key Biscayne Sunrise (ORC issued)Key West Sweetwater (ORC issued)Lauderdale Lakes Virginia Gardens (ORC issued)
Lauderhill
-
8/2/2019 Ear Walker Banning
7/49
7
ROUND 3 DUE DATES(2010 through 2018)
EARs are prepared every 7years
Schedule on DCA website
New Rule 9J-42 to be published
-
8/2/2019 Ear Walker Banning
8/49
8
COUNTY DUE DATES
Miami-Dade November 1, 2010
Broward March 1, 20011
Monroe August 1, 2011
-
8/2/2019 Ear Walker Banning
9/49
9
DUE DATES FORMUNICIPALITIES
Municipalities are scheduled 12-18months after the county in which
they are located
Doral due date will be determinedafter their adopted plan is in effect
-
8/2/2019 Ear Walker Banning
10/49
7/15/2009 10
Comprehensive Planning Process
Identify Problems/ Opportunities
Compare Alternatives
Adopt Plan
Collect InformationImplement Plan
Monitor andEvaluate Progress
PublicParticipation
-
8/2/2019 Ear Walker Banning
11/49
11
What is Evaluation?
Systematic assessment of theoutcomes of a program or
policy compared to a set ofexplicit or implicit standards, as
a means of contributing to theimprovement of the program or
policy.
-
8/2/2019 Ear Walker Banning
12/49
12
WHAT IS AN EVALUATION ANDAPPRAISAL REPORT?
A review of the progress that hasbeen made in achieving your
community goals throughimplementation of yourcomprehensive plan
EAR is 1st Step in revising the comp plan The EAR results inform the plan revision process
-
8/2/2019 Ear Walker Banning
13/49
13
WHY REVISE A COMPPLAN?
React to changing
conditions
Incorporate changes
in local vision
React to new data
React to changes in
state growth management policy
Change what is not working (EAR lessons)
-
8/2/2019 Ear Walker Banning
14/49
14
1ST JOB OF THE EAR
Look inside the plan to understand the plan What is the plan trying to achieve?
Objectives/policies contain measurable targets
What implementation actionswere taken?
Did the actions taken achievethe planningobjectives? What worked/did not worked? Why/why not?
MOST IMPORTANT EAR QUESTION
Based on this assessment, what changes in theplanare needed?
-
8/2/2019 Ear Walker Banning
15/49
15
2nd JOB OF THE EAR
Look outside the plan into the community Does the plan
Reflect current vision?
Address current community planning issues?
Utilize the most current dataavailable?
Reflect current trends, conditions & circumstances? Based on the answers to these question, the
EAR should suggest changes neededin theplan
-
8/2/2019 Ear Walker Banning
16/49
16
EAR SUMMARY
1. Community Vision
2. Identify Major Issues
3. Determine how plan addresses each issue What is the plan trying to achieve? (objectives)
Use of indicators to measure change
4. Identify actions undertaken to address eachissue and achieve the objectives
-
8/2/2019 Ear Walker Banning
17/49
17
5. Determine the success or failure of the
actions in achieving the objectives What indicators are useful in measuring
attainment of the objectives?
What data can you use for eachindicator? Where is the data?
6. Identify causes of successes andfailures (the why question)
-
8/2/2019 Ear Walker Banning
18/49
18
7. Suggest changes to the planning
strategies in the comp plan to betteraddress each issue.
8. Address EARcontent
requirements
-
8/2/2019 Ear Walker Banning
19/49
19
TIME PERIOD FOR EAR
Begin with the plan in effect at the timeyou begin your EAR
Original plan
Plan as updated by the most recent EAR-based amendments
Complete 1st
draft of EAR about 6months before EAR due date
-
8/2/2019 Ear Walker Banning
20/49
20
STATUTORY REQUIREMENTS
163.3191(2)(a through p)
Complete list on DCA web site
-
8/2/2019 Ear Walker Banning
21/49
21
STATUTORY CHANGES SINCE2003
163.3191(2)(k):
Evaluate coordination with school
board regarding residentialdevelopment, population
projections and siting public school
facilities.[2005]
-
8/2/2019 Ear Walker Banning
22/49
22
163.3191(2)(k) & 163.31777(7):
Local governments without a publicschools interlocal agreement orpublic school facilities element
must assess whether they continueto meet to the waiver or exemption
criteria in s.163.3177(12), F.S.
(Monroe County)
[2005]
-
8/2/2019 Ear Walker Banning
23/49
23
163.3191(2)(l):
(a) Evaluate success in identifyingwater supply projects, includingconservation and reuse, identified
is the regional water supply plan.[2005]
(b) Evaluate degree to which the 10-
year water supply facilitiesworkplan has been implemented.[2005]
-
8/2/2019 Ear Walker Banning
24/49
24
163.3191(2)(n):Evaluate whether criteria in the land
use element were successful in
achieving land use compatibilitywith military installations. (Miami-Dade, Homestead, Monroe)
[2004]
-
8/2/2019 Ear Walker Banning
25/49
25
163.3191(2)(o):Evaluate whether concurrency
exception areas are meeting the
purpose for which they wereestablished
TCEAs, TCMAs, MMTDs
[2005]
-
8/2/2019 Ear Walker Banning
26/49
26
163.3180(9)(d):Evaluate progress in improving levels
of service within long-term
concurrency management areas[2005]
-
8/2/2019 Ear Walker Banning
27/49
27
163.3191(2)(p):Assess when changes are needed to
develop a common methodology
for measuring impacts ontransportation facilities.
[2005]
-
8/2/2019 Ear Walker Banning
28/49
28
SPECIAL REQUIREMENT FOR
Homestead, North Miami Beach,and South Miami
Urban Infill and Redevelopment AreaSee s.163.2517(6)(a), F.S.
-
8/2/2019 Ear Walker Banning
29/49
29
KEY CONCEPTS
Summary Audit of the actions alocal government has undertaken to achieve
its planning objectives
Short, focused, user-friendly
-
8/2/2019 Ear Walker Banning
30/49
30
Summary of Public Participationactivities
Briefassessment of successes andshortcomings related to each element
-
8/2/2019 Ear Walker Banning
31/49
31
Focus onthe EAR on
Major Issues
-
8/2/2019 Ear Walker Banning
32/49
32
One intent of the EAR process is
...to identifymajor issues regarding the
communitys achievement of its goals.
s.163.3191(1)(a), F.S.
-
8/2/2019 Ear Walker Banning
33/49
33
An issue is an impedimentthat
prevents a community from gettingto where it wants to be in the future
An issue is a problemthat need to beresolved before a communitys
vision can be achieved
-
8/2/2019 Ear Walker Banning
34/49
34
Defining an issue too broadly or toogenerally will make the EAR evaluationdifficult
Defining an issue too narrowly will resultin very specific conclusions that do nothave board applicability (in other words,
it is not a major issue)
-
8/2/2019 Ear Walker Banning
35/49
35
An assessment of whether planobjectiveswithin each element, asthey relate to major issues, have
been achieved
s.163.3191(2)(g), F.S.
-
8/2/2019 Ear Walker Banning
36/49
36
an assessment of whetherunforeseen andunanticipated changesin circumstanceshave resulted in
problems and opportunities with respect
to major issuesin each elements. 163.3191(2)(g), F.S.
-
8/2/2019 Ear Walker Banning
37/49
37
whetherplan amendmentsare
anticipated to address the majorissues identified and analyzed in thereport.
-
8/2/2019 Ear Walker Banning
38/49
38
Approach for Identifying MajorIssues
Internal staff meetings, including other localgovernment agencies 1st draft of list
Workshops with LPA, elected officials, thepublic 2nd draft of list
Scoping Meeting for Review Agencies 3rddraft of list
Letter of Understanding between localgovernment and DCA Final list
-
8/2/2019 Ear Walker Banning
39/49
39
The Scoping Meeting
Forum for local staff to meet with state andregional review agency staffs to discussand reach agreement on:
1. the key planning issues that will be addressedin the EAR and
2. the degree of effort that should be devotedto the components of the EAR
3. Data/sources/contacts
-
8/2/2019 Ear Walker Banning
40/49
40
The Proposed EAR
LPA Prepares proposed EAR After public hearing sends to local governing body
Local Government Action Submit proposed EAR for review (optional)
Cannot submit earlier than 90 days before due date
Send one copy of proposed EAR to
DCA
Review agencies listed in Rule 9J-11.009(6), F.A.C.
Review comments sent to local governmentwithin 30 days of receipt of the proposed EAR
pdf on CD-ROM or paper copy
-
8/2/2019 Ear Walker Banning
41/49
41
The Adopted EAR
After public hearing Local government adopts EAR
Cannot adopt earlier than 90 days before due date
Send 3 copies to DCA Option: 1 paper and 2 pdf copies
pdf must include all the documentation that the papercopy includes
Cannot submit portion as paper and a portion as pdf
-
8/2/2019 Ear Walker Banning
42/49
42
Send 1 copy to each agency that commented
on the proposed EAR If proposed EAR was not distributed for review,
then all agencies must be sent a copy of theadopted EAR
The transmittal cover letter must State the date the public hearings were held
Include a copy of the adoption ordinance orresolution
-
8/2/2019 Ear Walker Banning
43/49
43
The EAR must include a schedule for adoption of theEAR-based amendment
Projected LPA hearing date for proposed amendment Projected local government transmittal hearing date Projected adoption date
DCA Review Process Agencies send comments to DCA by day 30 DCA issues Preliminary sufficiency determination within 60
days DCA issues Final sufficiency determination within 90 days EAR is sufficient if it fulfills the components required (2)(a
p), including major issues
Delegated reviews
-
8/2/2019 Ear Walker Banning
44/49
44
AVOID THESE EARRELATEDPENALITIES
If EAR not adopted and submitted for reviewby due date: Cannot amend plan (except DRI, port and
statutorily-mandated plan updates)
Administration Commission sanctions
If EAR not sufficient:
Can continue to amend plan for one year If not sufficient within one year, then no more
amendments (except DRI)
-
8/2/2019 Ear Walker Banning
45/49
-
8/2/2019 Ear Walker Banning
46/49
46
AVOID THESE EAR-BASEDAMENDMENT PENALITIES
If EAR-based amendment not adoptedby due date:
Prohibition on adopting new amendments(except for statutorily-mandated planupdates)
Administration Commission sanctions
-
8/2/2019 Ear Walker Banning
47/49
47
STATUTORILY-MANDATEDPLAN UPDATES
1. CIE updates (s.163.3177(3)(b)1., F.S.)2. Water supply plans (s. 163.3177(6)(c), F.S.)
3. Public school siting (s.163.3177(6)(a), F.S.)
4. Public education facilities elements(s.163.3177(12), F.S.)
5. Military installations (s.163.3177(6)(a), F.S.
6. Compliance agreements (s.163.3184(6), F.S.)7. Wekiva Study Area (s.373.0361, F.S.)
-
8/2/2019 Ear Walker Banning
48/49
48
SUMMARY: WHAT TOREMEMBER
1. Make sure the EAR is a summaryaudit
2. Focus of major issues
3. Address all statutory requirements,including the 163.3191(2)(a p)content requirements
-
8/2/2019 Ear Walker Banning
49/49
49
CONTACT
Walker BanningDepartment of Community Affairs2555 Shumard Oak Blvd.Tallahassee, FL 32301850-922-1785
http://www.dca.state.fl.us/fdcp/DCP/ear/indexear.htm
EAR Guide on web