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Agenda 01/29/2002 W COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS AGENDA Supervisor of Elections-Rev. Dr. Martin Luther King Building January 29, 2002 9:00 A.M. 1. Pledge of Allegiance THIS ITEM CONTINUED FROM THE JANUARY 23, 2002 BCC MEETING Approval of a contract for professional lobbyist services with Arnold and Blair, L.C. Vital Signs Report Strategic Planning 1. Review of FY 01 Strategic Plan B. Review of issues by · Staff · Citizen's Survey · Focus · BCC C. Stratification of Issues Review and Development of Questions for the 2002 Citizen's Survey Collier County Strategic Planning for 2OO2 - 20O3 "The future does not,let better with hope, it gets better by plan. And to plan for the future ~/e need goa/s." Jim Rohn. Collier County has been through a great deal over the last eighteen months. During this time, much has been learned about not spending the amount of time necessary on the planning process and not having well developed and engrained systems for tracking and reporting progress. If we do nothing other than get over these immediate hurdles and do not take time to stop, review and learn the valuable lessons available from these events, we will have wasted an enormous opportunity. As much as the immediate pressures of issues facing us today demand and grab our time and attention, for a Board of County Commissioner, it is the time and efforts that are made today, looking at the future and the road to that future, that will have the greatest impact. The first step in a learning process is to look at how the problems got to be problems in the first place. In reviewing the events of the last eighteen months, there were a number of causes for breakdowns that can be summarized as: + Lack of attention to planning + Poor planning processes + Disjoint between the land development process and the capital construction process + Poor reporting systems Lack of accountability Organizations can be in any number of different states in their life cycles. They are characterized as being in a state of building, maintaining, consolidating restructuring, declining, or any number of other positions in an organizational life cycle. Collier County could most likely be characterized as an organization that is "re-building". Re-building can leave us focusing on the past and the events that got us here, or we can look at the future and see that we are in a unique position of opportunity. As a re-building organization, we are creating brand new systems for: Listening and understanding what it is the community wants from its local government. Assimilating that information through the Board into a strategic planning process. o Generating the reliable and factual information upon which decisions about these plans can be made. Tracking the key indicators for capital projects construction, operations, budgets. o Reporting to ensure that the work necessary to complete the plans is progressing according to established schedules. However, it is very important that we recognize and all agree regarding A.) What state we are in and B.) What the priorities of an organization in this state should be. The strategies and annual work plans of an organization in a re-building stage are very different from those of an organization in other positions. A rebuilding organization needs to look internally, spending time assessing, and implementing internal changes, i.e. it needs to rebuild how it does its work. Other Counties may be looking to diversify their programs or expand where their services will be provided. Collier County needs to stop, and focus on instituting repetitive, reliable basic systems and making them routine. The work ahead, is not flashy or exciting but rather is very tedious and time consuming - but necessary. Further, to do the work that needs to be done correctly, will take time and patience. What follows is an outline for a conceptual three-year plan that is proposed for the Board's consideration. During this period, constituencies within the community will want the County government to delve into new areas, tackle new problems, provide new and cutting edge services. What is proposed does not do that, and will require that we stay focused on a very limited core of functions, that we learn to say no, and that we re-build the organization from the ground up. What is required from the BCC through this strategic planning process will be to: 1. Review the information from the vital signs report 2. Review the information from Focus and the annual County Citizen's Survey 3. Discuss and establish the "state" of the organization 4. Agree to the philosophical focus of an organization at this point in its life cycle. 5. Establish a set of strategic goals that can be incorporated into the County staff's planning, budget development and tracking processes. Three Year Conceptual Strategic Planning FY 02- 04 2001: "Year of Response" Crisis Management, Defining Problems, Implementing revisions to address crisis problem areas 1.1. Golf Course Impact Fees. 1.1.1. 1.1.2. 1.1.3. 1.1.4. 1.1.5. Get the uncollected fees collected Determine how the fees did not get collected Fix the system Update all impact fees Investigate opportunities for additional fees 1.2. Transportation 1.2.1. Immediately get roads under construction. 1.2.2. Restructure to provide a team of people to address the problem. 1.2.3. Develop a road construction plan. 1.2.4. Develop funding options for on going transportation needs. 1.2.5. Establish systems for ensuring progress and completion of the plan milestones 1.2.6. Review and amend the Land Codes & Comprehensive Plan regarding transportation 1.2.7. Look for additional local and collector road opportunities 1.3. Wastewater 1.3.1. Get North Plant expansion completed 1.3.2. Revise the planning process and schedule for plant expansions 1.3.3. Revise the revenue streams to lower use and increase cost to new development 1.3,4. Establish systems for ensuring progress and completion of the plan milestones 1.3.5. Get South Plant under construction 1.3.6. Begin the work on the long term locations for future plants 1.4. Internal Improvements 1.4.1. Staffing 1.4.2. Development of Mission & Vision 1.4.3. Vertical and Horizontal Communications 1.4.4. Cross Functional Teams 2002: "Year of Assessment & Chanqe". Review systems that need to be assessed and developing systems that can provide factual information and repetitive/reliable/routine processes. 2.1. 2.2. 2.3. 2.4. 2.5, 2.6. Internal. 2.6.1. Divisional annual work plans and budgets that incorporate the BCC's established strategies 2.6.2. Cps/Track. Performance Based Budgeting 2.6.3. FMS system implementation 2.6.4. GIS system development 2.6.5. Cross functional Strategic Management Teams to establish and track metrics or outcomes 2.6.6. Development Review Process 2003: "Year of Implementation". Complete the major revisions to systems, implement changes, indoctrinate staff, educate community. 2004: "Year of Standardization" Make the routine - routine. Look to engrain the cycle of public input; strategy development; outcome measures & budget development; review & reporting systems; and accountability as Collier County's way of doing business. VITAL STATISTICS REPORT VITAL STATISTICS ,for:CDES Permlta Building Permit Totals Over Fiscal Years 1996 thru 2001 · ..,,~ Commercial Permits Issued ..; .... , ...... ?:7='/..';:=., '~:;'=;'":~:~ ...... Five Year Annual Totlll for Building Inspectlon~ Fiscal Years 1096 to 2001 Dally Inlpecllon Awage~ Comparing Colier Co. w#h O~her Ne~by Countys FY 1999-2000 FY 96-67 FY 97-98 Construction Value Totals Over Fiscal Years 1996 thru 2001 Permil Revenues From 1996 lo 2001 Permfl Revellues Corr~tred By Menlh From 1996 to ;'001 S3.1M i///1//v / Housing Impact Fee Waivers for New Housing Jo FY 98-99 P~d~cy changed Io &ilow Both 'klxt)act lee Wa ~.~, Program O'~lhauled m FY 99.00 to grealy RadJ.~e TumaroqJfld TNI~6; U6Q kTcfeased New Alfordable Housing Units Produced By Year - FY 97-96 FY 66-99 FY 99-00 FY 00-01 Trend is down due to IncreSllflg lind Icqulsltion Cost & Ay ltl~billty, FY 01-02 2 Code Enforcement Cases Comparir__ Proactive vs Public Initiated (:{)mp;irision of All Code Action Orders ~s I. Jnfounded lnvosticjatior~s FY 01 Budgeted Revenues Competed to ACIL~II Revenuel FY 01 Budgeted Impact Feel Compared to Collect~ona L Io~m ~m~o~ .................................... ~ Germml Fund Expendllure Type General Fund Revenue and Expenditure Trend Analysis $~40,~0,~X 4 Transportation Operations Revenues Fundl I0t-106 $1o.ooo,ooo $~,ooo,ooo $~,ooo,ooo Transportation OperaUng Expenditures Fund(s) 101-106 UnincorlX~lted Ceneml Fund (111 ) Revenue Soumes Unlnco~ed G~neml Fund (111) ~pendltures Unincorporated General Fund (111) Expenditures Community Development Fund (113) Revenue Sources Commun#y Development Fund (113) Expenditures. Tourist Development Revenues Funds 193-196 Tourist Development Expenditures Fund 193-196 Sm.O~o. ooo l $1z~°°.~°°l I · i $10,(X30.(~01 j ~ %%%%%%%~ 6 Capital Project~ Funds - (exclusive ol Roads) Source of Revenues Bond & Loan Obligations $1,~),(~0.(X)0 FY F"'Y FY' FY FY FY' F'Y FY Fy' ~2 93 94 95 ~6 97 98 99 O0 7 8 10 Col 1 ier County Strategic Planning 2002 Collier County Strategic Planning 2002 · Review of Previous strategic planning · Review of information from other sources · Stratification of program priorities 2001 BCC Actions- Staff Supported · Employee Investment Plan - Ski,s based advancement plan, improv ed evaluation process, pay plan adjustment. · De-Centralized Government - Funding of North Government Services Center, continued efforts to provide e-government, GG. Satellite facility. · Capital Funding Plan - Utility Impact fee increases, impact fee updates, transportation ~'unding plan, revised AUIR process. 2001 BCC Action- External Supported (Horizon Committees created updates in April 2002),. .~- · Affordable Housing · Green/Open Space · Health Care for the Uninsured · Economic Development/Redevelopment · Growth Management/Smart Growth 2001 "Shadow Staff' Action ~ · E-Government- Update provided at the IT/PlO workshop · Grant Acquisition Plan - BCC o continue to rely on staff and new lobbyist. Have staff continue to look at grant acquisition options. · Obtained $7,560,000 in grants in FY 01. 2001 Future Action - Actions tbr a Fiscal Year beyond 2001 · Overhaul Contract Management - Contracts Management Team created, presentation by Army Corp of Eng., team still developing final recommendations. · Customer Outreach Plan (2002) - Pursue an organized means of developing customer customer input and feedback · Orqanizational/Business Management Process - Review of business systems, and development of new revised processes. FY 02 will finalize Transportation and focus on Commt 2 Collier County Strategic Planning for 2OO2 On-Going Major Staff FMS Implementation Projects for 2002: Caplte, Construction Program Management · Transportation Funding · Rural Lands andRural Fringe · (SIS · LDC Amendments · Neighborhood Master Plans · O(~OV · Public information Improvements Improved Contract Management · Security Enhancements · Utility Biling Upgrade Major Policy Issues Previously Discussed for BCC O Consideration · Jails · Rural Fringe and Rural Lands · Service Quality Levels (uriah vs. rural services) · LDC & GMP reviewand revision process · *9Vorkforce H~using · *Social Services in ColllerCounty · *Green Space · *Transportation & Capital Const'uction & Funding · *Smart Growth · qEDC * Existing and On Going Efforts Citizen Survey Information According to Voters the Projects/Services that most need improvement are: · Road and Traffic related matters · Control/Manage Growth · Water Conservation · Preservation of the Natural Environment · Health Care Concerns Focus Report Information · GREENSPACE Sub-Committee: Recommendation: The Conservancy of Southwest Florida to initiate public dialogue using resource tools to develop consensus on open space needs and priorities Focus Report Information (Urban Design Sub-Committee) · Create Blue Ribbon Technical Urban Design Team, to foster completion of comprehensive urban development plan · Implement Geographic Information System · Add Urban Design Section to Land Development Code to facilitate sense of community 4 Urban Design Sub-Committee, continued · Add Urban Deelgn Section to Land Development Code to facilitate sense of community - Create sense of place through signage, landscaping, public spaces, street lighting and furnishings, and bike paths - Target rede velopment areas such as Davis Triangle, Bayshore Ddve, Pine Ridge Road South side from 41 to Goodlette, Naples Park, Bonita Beach Road South Side and 951 f rom Golden Gate to Green - Identify funding for Streetscape Master Plan - Enhance targeted ac tivity centers to achieve internal cohesiveness and reflection of regional character - Determine availability of and access to existing open spaces to enhance community character. Urban Design Sub-Committee, continued · Create Citizens' Academy for effective communication and education between local government and citizens to provide educational forums on community development. Focus Committee: Economic Diversity · Institute a pro- competition taxation and regulatory climate · Allocate occupational license fees to support diversification efforts · Provide ombudsman business assistance services · Expedite permitting for qualified businesses · Secure funding for grants and incentives Focus Committee: Transportation Sub-Committee · Incorporate roadway input into County Master Plan · Adopt roadway specifications into County Right of Way Manual · Establish dedicated funding sources for landscape efforts · Institute transportation public awareness program 6 7 FRASER & MOHLKE ASSOCIATES, INC. post Office Box 2312 Naples, Florida 34106-2312 Telephon~ 941/262-1410 Telecopie~. 941/262-11~0 January 11, 2002 Ms. Joanne Hartke, Director Mr. Tom Olliff, County Manager Institute of Government (590-1100 x7815) Collier County Government Center (774-8383) Florida Gulf Coast University 2nd Floor - W. Harmon Turner Building 10501 FGCU Boulevard South 3301 East Tamiami Trail Fort Myers, Florida 33965 Naples, Florida 34112 Dear Director Hartke and Manager Olliff: RE: 2002 COUNTY TELEPHONE SURVEY Scope of Work ~nd Cost _Ouotntion Fraser &Mob. lke Associates, Inc. (F&M) is prepared to undertake the Fifteenth A~ual Telephone Survey of Re~stered Voters in Colli¢l: County. Commission Districts 1-5. Interviewing of respondents by members of the League of Women Voters of Collier Gounty (LWVCC) leading to completion of a minimum of 50 registered-voter households from each of five county-commission districts can begin within 10 weeks following your approval to proceed. RESEARClt PLANNING PI-IA~E: F&M will undertake planning for the 2002 tele- phone survey by preparing a sampling plan and developing a questionnaire instrument in co- operation with the LWVGC and the Office of the County Manager. We anticipate that the research-planning period and the completion of interviewer training will require a professional-time commitment by F&M of approximately 20.0 hours. F&M estimates the cost of its professional services for the research-planning period in- cluding questionnaire design and sampling; development of interviewer instructions, printing and collation of questionnaires, and the development of a list of qualified registered voter re- spondents before the onset of interviewing to be $1,200.00 (20.0 hours @ $60.00 per hour). INTERWIEWING PHASE: F&M estimates that a five- to six-week period will be re- quired to complete the proposed 250 interviews. Realistically, volunteer interviewers experience difficulty in devoting more than 3.0 hours each day to interviewing. Interviewing could begin during the week of March 18-22. It is estimated that total volunteer-interview time of between 85.0 and 90.0 hours will be required to complete a mini- mum of 250 telephone interviews. Between 14 to 16 League-volunteer interviewers will be needed to conduct the survey. Plans call for interviewers to work approximately 3.0 hours Monday through Thursday and Saturday during the interviewing period. If interviewing could begin during the third week of March of this year, it could be com- pleted as early as May 6, 2002. Page 1 of 2 F&M's professional time devoted to research administration, questionnaire coding, and tabulation of survey data during and following the interviewing period is estimated to be 40.0 hours. Our professional services during the interviewing phase of the 2002 survey are estimat- ed to be $1,800.00 (30.0 hours @ $60.00 per hour). In consideration for the interviewing conducted by members of the League of Women Voters, F&M will contribute $3.00 for each of the 233 telephone interviews completed by League members F&M will present a check in the amount of $699.00 at the League's March 18, 2002 monthly luncheon meeting in recognition of its contribution to the 2001 survey. TABULATION PHASE: This third phase of the proposed survey is proposed to be com- pleted on or about May 27, 2002. ANALYSIS & SUMMARY REPORT PHASE: This fourth and last pb. ase of the Survey is proposed to be completed on or about July 22, 2002. We estimate the cost of our services for tabulating~ analyzing, and reporting survey find- ings to be $2,400.00 (40.0 hours @ $60.00 per hour). F&M's estimate of the total cost of its services for the 2002 telephone survey Ls $5,400.00. We request respectfully that the customary "progress billing system" employed during the past 14 years be continued for the Fifteenth A~ual Gollier County. Telephone Survey. Accompanying this proposal letter is F&M's initial progress billing invoice in the amount of $1~800.00 payable on acceptance of our proposal. Payment of a second progress billing invoice in the amount of $1,800,0~ will be request- ed following completion of survey interviewing. A final payment of $1~B0(k00 will be requested following F&M's submission of its report of study findings. Fraser & Mohike Associates looPs forward to your joint approval of this proposed "Scope of Work and Goat Quotation" for the Fifteenth Annual Collier County. Telephone Survey. Thanl~ you for the opportunity to be of service to Gollier Gounty Government. Very truly yours, The Honorable Pat Clark 1st Vice President (263-4656) League of Women Voters of Gollier Gotmty (LWVGG) Suite 3S-B, 660 Ninth Street North Naples, Florida 34102 Page 2 of 2 Fraser & Mohlke Associates, Inc. Post Oft'ice Box 2312 Naples, Florida 34106-2312 Telephone: 941-262-1410 Telecopie~. 941-262-11 SO January 11, 2002 Invoice 1-1-02 Ms. Joanna Hartke Florida Institute of Government (941/590-1100, extension 7815) Florida Gulf Coast Umversity 10501 FGCU Boulevard South Fort Myers, Florida 339965 Telephone: ECC Purchasing Department/Lisa (941) 489-9350 Purchase Order Number: Re: Vendor: #000601359 First Progress Billing for: Collier County Telephone Survey: Research Planning Phase TOTAL DUE: $1,800.00 THANK YOU. Copy Only/Do Not Pay: Mr. Tom Olliff, County Manager Collier County Government Center 2nd Floor - W. Harmon Turner Administration Building 3301 East Tamiami Trail Naples, Florida 34112