BCC Minutes 06/03/2003 W (PUD Workshop #1)June 3, 2003
BOARD OF COUNTY COMMISSIONERS
PUD-IOU WORKSHOP #1
Board Meeting Room, 3rd Floor, Administration Building
3301 Tamiami Trail Naples, Florida 34112
9:07 AM June 3, 2003
LET IT BE REMEMBERED, that the Board of County Commissioners, in
and for the County of Collier, having conducted business herein, met on this date at
9:07 AM in Building "F" of the Government Complex, East Naples, Florida, with
the following members present:
CHAIRMAN:
Tom Henning
Frank Halas
Donna Fiala
Fred Coyle
Jim Coletta
Speakers & Staff:
Leo Ochs Jr., Jim Mudd, Marjorie Student, Joe Schmitt, Jackie Robinson, Barb
Burgeson Margaret Wuerstle, Maryanne Devanas, Stan Chrzanowski, David
Weigel, Patrick White, Russ Muller, Ed Kant, Tom Cook, Michele Arnold
Page
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
PUD-IOU WORKSHOP #1 AGENDA
June 3, 2003
9:00 a.m.
Tom Henning, Chairman, District 3
Donna Fiala, Vice-Chair, District 1
Frank Halas, Commissioner, District 2
Fred W. Coyle, Commissioner, District 4
Jim Coletta, Commissioner, District 5
NOTICE: ALL PERSONS WISHING TO SPEAK ON ANY AGENDA ITEM MUST
REGISTER PRIOR TO SPEAKING. SPEAKERS MUST REGISTER WITH THE
COUNTY MANAGER PRIOR TO THE PRESENTATION OF THE AGENDA ITEM TO
BE ADDRESSED.
COLLIER COUNTY ORDINANCE NO. 99-22 REQUIRES THAT ALL LOBBYISTS
SHALL, BEFORE ENGAGING IN ANY LOBBYING ACTIVITIES (INCLUDING, BUT
NOT LIMITED TO, ADDRESSING THE BOARD OF COUNTY COMMISSIONERS),
REGISTER WITH THE CLERK TO THE BOARD AT THE BOARD MINUTES AND
RECORDS DEPARTMENT.
REQUESTS TO ADDRESS THE BOARD ON SUBJECTS WHICH ARE NOT ON THIS
AGENDA MUST BE SUBMITTED IN WRITING WITH EXPLANATION TO THE
COUNTY MANAGER AT LEAST 13 DAYS PRIOR TO THE DATE OF THE MEETING
AND WILL BE HEARD UNDER "PUBLIC PETITIONS".
ANY PERSON W HO DEClDES T O APP,[AL A DECISION O F T HIS BOARD W ILL
NEED A RECORD OF THE PROCEEDINGS PERTAINING THERETO, AND
THEREFORE MAY NEED TO ENSURE THAT A VERBATIM RECORD OF THE
PROCEEDINGS IS MADE, WHICH RECORD INCLUDES THE TESTIMONY AND
EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED.
ALL REGISTERED PUBLIC SPEAKERS WILL RECEIVE UP TO FIVE (5) MINUTES
UNLESS THE TIME IS ADJUSTED BY THE CHAIRMAN.
IF YOU ARE A PERSON WITH A DISABILITY WHO NEEDS ANY ACCOMMODATION
IN ORDER TO PARTICIPATE IN THIS PROCEEDING, YOU ARE ENTITLED, AT NO
COST TO YOU, TO THE PROVISION OF CERTAIN ASSISTANCE. PLEASE
CONTACT THE COLLIER COUNTY FACILITIES MANAGEMENT DEPARTMENT
LOCATED AT 3301 EAST TAMIAMI TRAIL, NAPLES, FLORIDA, 34112, (239) 774-
8380; ASSISTED LISTENING DEVICES FOR THE HEARING IMPAIRED ARE
AVAILABLE IN THE COUNTY COMMISSIONERS' OFFICE.
1. Pledge of Allegiance
Monitoring of Planned Unit Developments for Compliance with Developer
Commitments and Consistency with Approved PUD Documents.
3. Adjourn
June 3, 2003
PUD-IOU WORKSHOP #1
-Mr. Henning called the meeting to order at 9:07AM.
I. Monitoring of Planned Unit Developments for Compliance with
Developer Commitments and Consistency with Approved PUD
Documents
A) Opening Remarks
-Jim Mudd explained that the county staff began creating a database to monitor the
compliance of PUDs. Mr. Mudd added that staff is reporting their current findings
and they are not finished with the database or inspections of the PUDs in Collier
County.
B) Status Report- Presentation on PUD Compliance
-Joe Schmitt, Administrator of Community Development and Environmental Services
Division, explained that the county staff was assigned with this task in January 2003.
There are 321 PUDs that are filed for record in Collier County. County staff has
completed a review of 179 of the 321 PUDs. Mr. Schmitt explained that one of the
difficulties staff faces is that the county does not have a dedicated compliance staff to
perform the inspections on existing PUDs. Mr. Schmitt then introduced the staff
members who have been working on this project. Mr. Schmitt outlined the staff
findings. The categories of commitments are transportation, water management,
environmental, arterial lighting, utilities, historical/archaeological, polling places, and
landscaping; the three most significant categories are transportation, environmental,
and landscaping. 50 PUDs were selected for site compliance inspections, but only 25
have been completed so far. The sites selected for compliance inspections covered a
diversity of commercial & residential projects, geographic locations, and varying
levels of completed development. A map locating the 25 PUDs with completed site
compliance inspections was shown to the board. The staff separated the inspected
PUDs into four categories: In Compliance, Substantial Compliance, Can Be Brought
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June 3,2003
Into Compliance, and Out Of Compliance. A list separating the 25 inspected PUDs
into the four categories was shown to the BCC.
-Barbara Burgeson, Environmental Services, reviewed the Collier's Reserve /
Riverchase Shopping Center PUD; Collier Tract 22. A map was used to indicate the
upland preserves, committed preserves in good standing, and upland preserves not in
good standing. Barbara Burgeson explained that this PUD was placed in the category
of Substantial Compliance because staff feels the areas can be restored.
-Mr. Schmitt stated that there are several areas in the county where staff identified
golf courses in place of committed preserve areas. He explained that the developer is
to prepare an annual monitoring report, which is then reviewed by the prospective
staff. When this report is submitted, staff takes the word of the developer and there is
no dedicated staff to do compliance inspections. Mr. Schmitt stated that this is a
weakness they would need to discuss further. He then reviewed some examples of
other PUDs not in compliance. Arbor Lakes Club was discussed as a PUD that can
be brought into compliance and Citrus Gardens was discussed as a PUD out of
compliance. Mr. Schmitt explained that one of the items Citrus Gardens was out of
compliance on was that they were to build an interconnect. Because the interconnect
was not built and the county has allowed other PUDs to develop around it, the
interconnect is no longer possible. This situation has no "easy solution".
-Mr. Henning added that the decision not to interconnect was a board decision. Ed
Kant, Transportation Department, agreed that there was no "easy solution", but added
that there may be a solution sometime in the future. Mr. Schmitt explained that
whether political reasons or otherwise, a PUD that is not in compliance must either be
amended or corrected in order to ensure that the document legally complies with what
is on the ground.
C) Staff Recommendations
-Mr. Schmitt reviewed the staff recommendations:
1) Monitoring reports must be accompanied by an affidavit signed by the
principal in charge of the project and also signed by the varying project
consultants certifying that accuracy of compliance.
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June 3,2003
-Mr. Schmitt explained that this would provide the county with a legal instrument
to, in some manner, hold the developer responsible for what is put in the PUD
monitoring reports. This would deter falsifying the documentation.
-Mr. Coletta stated that he was concerned about the false monitoring reports being
handed into the county. Mr. Schmitt stated that he believed there were false
statements in the monitoring reports, but the reports are not entirely wrong. Mr.
Mudd added that the monitoring reports were "misleading". Mr. Schmitt noted
that this recommendation would require a signed affidavit to be included with the
monitoring report. The LDC amendment to implement this requirement will be
coming before the board in the next amendment cycle.
-Mr. Halas agreed that a licensed professional should be signing the monitoring
report and be held responsible. He also felt that laws should be enacted to
"heavily fine" those not following the requirements of their PUDs. Mr. Schmitt
stated that this is the staff intent.
-Donna Fiala felt that staff was taking the next "logical step" in attaining PUD
compliance. She felt that the county was sending the development community a
good message.
-Mr. Coyle agreed that this was a good thing to do and that it, in part, came about
since the county had not "done the job they needed to do in the past". He felt that
they should concentrate on solving the problem first and then look at ways to
mitigate the past problems. He also believed that the county needed to delineate
between those violations that are true violations and those that are incidental.
-Maryanne Devanas stated that in their inspection of the 25 PUDs, staff reviewed
the PUD commitments and the monitoring reports. A list of the inspections was
in the BCC binder, which included whether or not staff was in agreement with the
monitoring reports.
-Mr. Henning stated that he was aware of a community that was supposed to have
sidewalks, but didn't. He explained that the development has now been turned
over to the Homeowner's Association and the community does not want
sidewalks. He asked what would happen in these situations; require the sidewalks
as originally planned or require the developer to provide off-site mitigation. Mr.
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June 3,2003
Mudd stated that in cases like this, staffwould come before the board. He also
noted that if the developer was still "on the hook", staff would require them to
keep their PUD commitments before they turn the property over to the
Homeowner's Association. Mr. Schmitt added that the PUD is "fundamentally"
an ordinance that must be complied with or amended. Marjorie Student, Assistant
County Attorney, stated that the county could develop a mechanism, dependent
upon where the PUD is in the process, to bring the PUD back before the board.
An example would be to provide the ability for a non-compliant PUD to come
before the board for review before it is turned over to the Homeowner's
Association or before it is built-out.
2) All subsequent development applications or petitions within a PUD must
submit a copy of the latest adopted PUD ordinance.
-submitted documents must be inclusive of any waivers or deviations
from the adopting ordinance that have been negotiated and approved.
3) CDES must assign expanded staff to perform duties and responsibilities
that are dedicated to exclusively monitoring PUDs.
-Comments received from reviewing departments regarding annual
monitoring reports, need to be documented, researched and
subsequent action taken.
-Devise ways to collect and record monetary commitments at PUD
approval.
-Mr. Schmitt explained that currently the county is not staffed to do LDC/PUD
compliance inspections. If these inspections were done with current in-house
staff, then those staff members would be taken away from other functions in the
county. Mr. Schmitt noted that he would probably have to devise ways to collect
and recover monetary commitments and charge a fee for the compliance
inspection.
-Mr. Halas felt that legal staff should be involved with these inspections.
4) Identify consequences for noncompliance of the approved commitments.
-Re-open PUDs to re-evaluate commitments and all other aspects of
the PUD.
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June 3, 2003
-Withhold Building Permits and/or C.O.s until compliance is met.
-Mr. Schmitt noted that currently he withholds C.O.s and inspections in order to
force compliance with the PUD. He added that they will have to consider, from
the county attorney's perspective, how to recoup punitive damages.
5) Amend the LDC to require that the owner notify the appointed staff
within CDES of the sale or transference of PUD ownership.
-Mr. Schmitt explained that currently when ownership is switched, the county is
not aware of the switch. As a result of this, the new owner is not always aware of
the requirements or that they need to complete an annual monitoring report.
6) CDES to develop a process which engages staff to review, the PUD
development requirements and commitments prior to the turnover of the
property to homeowners associations.
-Mr. Schmitt explained that Homeowner's Associations need, at least, a point of
contact in the county. This point of contact would assist the organization with
their start-up.
-Mr. Coletta agreed with this recommendation and noted that with the help of
staff he helped to establish seven Homeowner's Associations in his district over
the past year. He explained that staff's assistance has been very helpful to the
Homeowner's Association. Mr. Henning agreed that it was important for
commissioners to help the start up of Homeowner's Associations in their district,
but he was concerned about the use of staff time and the tax dollars being used for
this. Mr. Coletta felt that the commissioners regularly used staff time and
assistance in order to help their constituents and that this situation was no
different.
-Mr. Coletta recommended that staff recommendation #6 be done through the
"commission-base" rather than a separate staff department. Mr. Henning felt that
this needed to go through the county manager. Marjorie Student stated that they
would have to review recommendation #6 from a legal perspective. She did not
believe there was a problem with a staff liaison to assist new Homeowner
Associations with their PUD document, but she was concerned about an actual
organization. Mr. Coletta noted that he involved a civil attorney in his assistance
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June 3, 2003
to Homeowner's Associations. The attorney volunteered his time to help organize
and charter these organizations with no cost to the county attorney's office. Mr.
Schmitt clarified that when there was a transfer from a developer to a
Homeowner's Association, he felt there should be a point of contact in the county
to review the PUD document, but staff should not act in a representative capacity.
-Donna Fiala suggested that they create a website for new Homeowner's
Associations that tells the organization what they need to know when beginning
their process. Mr. Schmitt stated that this was a good suggestion.
II. BCC Policy Direction
A) BCC Comments
-Donna Fiala asked if the same developers continually honored their commitments
while the same developers violated theirs. Mr. Schmitt replied yes. Donna Fiala felt
this process could be a disservice to those who constantly followed the rules. She
supported withholding building permits and felt there should be more "teeth" in this
process.
-Mr. Coyle agreed and felt that the staff suggestions regarding fines and other
sanctions were appropriate. He felt that it was important to differentiate the
substantial failures to comply from the insubstantial. He also agreed with staff
recommendation #1. He was apprehensive about "forcing things" on the
Homeowner's Associations, since the county had not done their job "before the
developer got away". Mr. Coyle also suggested that the requirements, (obligation to
notify the county of transfer, monitoring report, etc...) be included in the PUD
document.
-Mr. Coletta agreed with all of Mr. Coyle's statements. Mr. Coletta added that he
was very upset about people knowingly not living up to their promises and felt that
the county needed a process to identify "the problem people".
-Mr. Halas also wanted a list of the developers that are "blatantly misusing their
PUDs". He suggested an escrow fee that was charged to the developer based upon
the amount of preserve required in the PUD. The escrow fee would then be returned
to the developer after he fulfilled the PUD requirements.
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June 3, 2003
-Mr. Henning noted that part of the responsibility falls on the county, since they did
not make sure that all the developers were living up to their commitments. He felt
that rather than creating more bureaucracy, they should have a checklist through the
STP/platting process. He also felt the board should direct the county attorney to see if
the ability existed to go back to the original developer for non-compliance after a
PUD had been turned over to the Homeowner's Association. Mr. Coyle agreed with
this, but felt that legal staff needed to be involved prior to the developer turning the
property over rather than after. Mr. Henning agreed.
-Donna Fiala noted that she was in agreement with all of the other commissioners.
She wanted to see that responsible developers were not penalized and suggested a
sliding scale for fees. The scale would be based on how compliant or non-compliant
a developer is. Mr. Halas agreed with this suggestion.
-David Weigel, County Attorney, stated that a fee, like a law, is a generalization and
it can be very problematic to have a penalty in place before the fee is in place. In
regards to the issue of an escrow, Mr. Weigel explained that they already have a
construction maintenance and escrow agreement, but the county can enhance this to
include the value of conservation areas in a PUD. He stated that the county cannot do
a sliding scale fee, because they cannot place a penalty on a developer's future PUD
for non-compliance during a past PUD. He added that it would be acceptable to
require the developer to return for a compliance review before they turn the
development over to the Homeowner's Association; this also could be restated in
each PUD document. Mr. Weigel suggested that the board and staff also consider the
need for continual PUD monitoring after turn-over of the property.
B) Board direction on Staff recommendations #1-#6
-The BCC directed staff to continue with the 6 recommendations.
-Mr. Coyle asked that withholding escrow be added as item C under
recommendation #4. Mr. Mudd stated they could do that and added the item. The
commissioners agreed on the addition.
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June 3,2003
-The commissioners agreed that recommendation #5 included placing
requirements in the PUD document; requirements for monitoring reports,
recording, and staff & legal review before turn-over.
-Mr. Henning asked for information regarding staff expansion, its fiscal impact
and cost/user fee. Mr. Mudd stated that this information will be determined by
and provided during the budget workshop.
-Mr. Mudd added that good developers could be celebrated in an open forum.
Mr. Henning gave the example of a plaque or award for developers consistently
compliant. Mr. Mudd and Mr. Coletta agreed that this was a good idea.
III. Budget
-Mr. Mudd stated that there will be a -16.3% property assessed value increase next
year. He explained that this was -$1.5 million per percent; -$24 million "new
money". After the $7 million is deducted for road bonding issues -$17 million in
new money is left. Mr. Mudd stated that he is keeping to the budget guidelines
directed by the BCC in March 2003. The county will be going mill-age neutral, so
Mr. Mudd will show the BCC during budget considerations the costs of several add-
on programs and the board will then prioritize them within the budget. This is in
place of the traditionally established budget that the board either approves or denies.
Mr. Mudd added that this year's budget layout will be clearer and easier to follow
than in previous years. This year's bud?t will only discuss two "fund particular"
items; fund 111 and 001.
-Mr. Henning stated that there was not an assumption that they would approve the
sheriff's budget. He felt that the sheriff's department needed to go to the school
system and find out what the schools would provide for staffing the schools with
deputies. Mr. Henning was not in favor of the current sheriff' s budget.
-Mr. Coyle suggested not funding some currently funded programs in order to use the
money for their unfunded requirements list. He asked for recommendations from
staff on relatively lower priority projects where funding could be transferred to the
unfunded requirements with higher priority. Mr. Mudd stated that staff would do this.
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June 3, 2003
-Donna Fiala asked the staff and board about their thoughts on the elimination of
lighting and sidewalks on US41. Mr. Coyle stated that he agreed they needed to
inquire about these issues. He added that they needed to consider this during the
budget considerations, so they can place it in comparison to other necessary projects.
Mr. Coletta hoped that the lighting situation on US41 would be considered during the
budget discussion. Mr. Mudd stated that these issues will be listed in the budget
process and open for consideration and discussion.
IV. Closing Statements
-Mr. Henning noted that he spoke with a county employee, who was concerned about
the evening question and answer session in the community. The employee informed
him that the meetings were taking away from his other duties and diminishing the
time spent with his family. Mr. Henning asked Jim Mudd to monitor this and come
up with an alternative where the commissioners could provide answers for their
constituents and still recognize that "staff has a life and that does come first." Mr.
Halas and Donna Fiala agreed with this.
Ve
Adjournment
-There being no further business for the good of the County, the meeting was
adjourned by order of the Chair at 10:55AM.
BOARD OF COUNTY COMMISSIONERS
BOARD OF ZONING APPEALS/EX
OFFICIO GOVERNING BOARD(S) OF
SPECIAL~ TRI~T~z~ER I. TS CONTROL
TOM HENN'ING, CHAgRiN
~lW~'~g.h. {~ROCK, CLERK
These lmnutes approved by the Board on [o-~ "0 3 , as presented
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