Item L6 #Introduction Monroe County 2010 Comprehensive Plan
Evaluation and Appraisal Report
INTRODUCTION
1. Purpose of the Evaluation and Appraisal Report (EAR)
Section 163.3191(1), Florida Statutes (F.S.) requires that local governments at least
once every seven years, evaluate the community's Comprehensive Plan (the Plan) to
determine if amendments are necessary to reflect changes in State requirements in
Chapter 163, F.S. since the last update of the Plan and notify the State Land Planning
Agency (formerly known as the Department of Community Affairs) as to its
determination. To meet this requirement, Monroe County (the County) has
prepared an EAR of its Plan. The previous Monroe County EAR was adopted August
1, 2004,therefore this review is consistent with Section 163.3191(1), F.S.
The EAR is a periodic evaluation of how successful a local government has been in
addressing major issues as part of its Plan. Based on this evaluation, the EAR
suggests how the Plan should be revised to reflect changes in State requirements in
Chapter 163, F.S. and address better the County's objectives, changing conditions
and trends. HB 7207, which significantly amended Chapter 163, F.S., was signed
into law the summer of 2011 after the EAR and Technical Document update had
already been initiated by the County. Because of the timing of the passage of that
law, certain previous EAR requirements had already been met and as such are
included. Because the amended law affords more flexibility in the EAR process,
there are no inconsistencies between the County's previous work on the EAR and
Section 163.3191, F.S. as adopted. In addition, for the purposes of this document,
the Department of Community Affairs (DCA) is referred to throughout and is
interchangeable with the State Land Planning Agency, pursuant to HB 7207.
This EAR is intended to accomplish several purposes:
• Identify major issues for the community;
• Review past actions of the County in implementing the Plan since the last
EAR;
• Assess the degree to which the Plan's objectives have been achieved;
• Assess both successes and shortcomings of the Plan;
• Identify ways that the Plan should be changed;
• Respond to changing conditions and trends affecting the County;
• Respond to the need for, and availability of, new data;
• Respond to changes in State requirements regarding growth management;
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• Respond to changes in regional plans; and
• Ensure effective intergovernmental coordination.
2. County Profile
The County is primarily comprised of the Florida Keys (Keys), an ecologically fragile
island based community stretching some 130 miles in an archipelago. The County
includes the Mainland area and over 1,700 islands which lie along the Florida Straits,
dividing the Atlantic Ocean to the east from the Gulf of Mexico to the west, and
defining one edge of the Florida Bay. The largest of these islands include Key Largo,
Islamorada, Marathon, Tavernier, Big Pine and Key West. The total land area of the
Keys is nearly 1,000 square miles.
Collectively, the County represents considerable natural and economic resources
including two national parks, world renown tourism and destination resorts, a long
established commercial and recreational fishing industry and extensive accessible
coral reefs which support a large recreational snorkeling and scuba diving industry.
The pattern and mix of existing land uses is indicative of the market forces and
natural resource constraints which have shaped existing development and are likely
to influence future growth.
Planning Areas
The unincorporated areas of the County are divided into four unique Planning Areas
(PAs):
• Lower Keys PA: West boundary of Stock Island to the eastern limit of the Seven
Mile Bridge. The Marquesas Keys, located 30 miles west of Key West and the Dry
Tortuga Keys,located 70 miles west of Key West are also included within this PA;
• Middle Keys PA: Eastern limit of the City of Marathon to the western limit of the
Village of Islamorada, including Lignumvitae Key and Shell Key. It excludes the
incorporated City of Layton, the City of Marathon, the City of Key Colony Beach
and the Village of Islamorada;
• Upper Keys PA: Western limit of the Village of Islamorada to the northern County
line; and
• Mainland PA: Bounded to the north by Collier County, to the east by Miami-Dade
County, to the west by the Gulf of Mexico and to the south by Florida Bay. This PA
encompasses two national landmarks: The Everglades National Park and The Big
Cypress National Preserve and accounts for approximately 85 percent or 562,149
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acres of the overall County land mass. Approximately 99.8 percent of the
Mainland PA consists of federal lands designated as Conservation use.
Socio-Economic Characteristics
To effectively create a comprehensive plan that reflects the needs of the County, the
social characteristics that define the community must be considered. Using
information obtained from the 2009 American Community Survey, 1-Year Estimate,
the following items list several socio-economic facts regarding the County as a
whole:
• HOUSEHOLDS AND FAMILIES: In 2009 there were 28,335 households in the
County. The average household size was 2.52 people. Households include all the
persons (families) who occupy a housing unit. Families made up 57.5 percent of
the households in the County. This figure includes married-couple families
(46.3%). Non-family households made up 42.5 percent of all households in the
County. Most of the non-family households were people living alone, but some
were composed of people living in households in which no one was related to
the householder.
• GEOGRAPHIC MOBILITY: In 2009, 89 percent of the people at least one year old
living in the County were living in the same residence one year earlier; five
percent had moved during the past year from another residence in the same
county, two percent from another county in the same state, 3.5 percent from
another state, and 0.6 percent from abroad.
• EDUCATION: In 2009, 31.5 percent of people 25 years and over had at least
graduated from high school and 24.4 percent had a bachelor's degree or higher.
Eleven percent were high school dropouts; they were not enrolled in school and
had not graduated from high school. The total school enrollment in the County
was 13,201 in 2009. Nursery school and kindergarten enrollment was 1,500 and
elementary or high school enrollment was 8,027 children. College or graduate
school enrollment was 3,670.
• DISABILITY: In the County, among people at least five years old and older in
2009, 13 percent reported a disability. The likelihood of having a disability
varied by age - from 3 percent of people under 18 years old, to 12 percent of
people 18 to 64 years old, and to 30.5 percent of those 65 and older.
• INDUSTRIES: In 2009, for the employed population 16 years and older, the
leading industries in the County were arts, entertainment, and recreation, and
accommodation and food services, 20 percent, and Educational services, and
health care, and social assistance, 14.7 percent.
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• OCCUPATIONS AND TYPE OF EMPLOYER: Among the most common occupations
were: Service occupations, 28.8 percent; Management, professional and related
occupations, 28.4 percent; Sales and office occupations, 27 percent;
Construction, extraction, maintenance, and repair occupations, 9 percent; and
Production, transportation, and material moving occupations, 4 percent.
Seventy percent of the people employed were Private wage and salary workers;
20 percent were Federal, State, or local government workers; and 10 percent
were Self-employed in own not incorporated business workers.
• TRAVEL TO WORK: Sixty-one percent of the County workers drove to work
alone in 2009, 11 percent carpooled, 1 percent took public transportation, and
20.7 percent used other means. The remaining 6 percent worked at home.
Among those who commuted to work, it took them on average 16.9 minutes to
get to work.
• INCOME: The median income of households in the County was $49,721. Seventy-
six percent of the households received earnings and 21 percent received
retirement income other than Social Security. Thirty-one percent of the
households received Social Security. The average income from Social Security
was $15,589. These income sources are not mutually exclusive; that is, some
households received income from more than one source.
• POVERTY AND PARTICIPATION IN GOVERNMENT PROGRAMS: In 2009, 12
percent of people were in poverty. 14.3 percent of related children under 18
were below the poverty level, compared with 10.7 percent of people 65 years old
and over. Seven percent of all families and 28 percent of families with a female
householder and no husband present had incomes below the poverty level.
• HOUSING CHARACTERISTICS: In 2009, the County had a total of 54,243 housing
units, 48 percent of which were vacant. Of the total housing units, 61 percent
was in single-unit structures, 24 percent was in multi-unit structures, and 15
percent was mobile homes. Twenty-six percent of the housing units were built
since 1990.
• OCCUPIED HOUSING UNIT CHARACTERISTICS: In 2009, the County had 28,335
occupied housing units - 17,901 (63%) owner occupied and 10,434 (37%)
renter occupied. Four percent (1.193 units) of the households did not have
telephone service and six percent (1.696 units) of the households did not have
access to a car, truck, or van for private use. Thirty-nine percent had two
vehicles and another 9 percent had three or more vehicles.
• HOUSING COSTS: The median monthly housing costs for mortgaged owners was
$2,323, non-mortgaged (housing units without a mortgage) owners $592, and
renters $1,206. 62.2 percent of owners with mortgages, 22.1 percent of owners
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without mortgages, and 65.8 percent of renters in the County spent 30 percent
or more of household income on housing.
• POPULATION: Population for this document is based on the countywide
functional population forecast through 2030. This is explained in full detail in
Chapter 2: Community-Wide Assessment, subsection 'Population Analysis: Trends
and Projections". Table 1 shows the permanent and seasonal population
projections for unincorporated Monroe County through the year 2030.
Functional population is the sum of permanent plus seasonal population. The
seasonal population series is based on the Florida Keys Aqueduct Authority
(FKAA) data series. The permanent population series is the latest published by
the University of Florida, Bureau of Economic and Business Research (BEBR).
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Table 1 - Unincorporated Functional Population Distribution by Sub-Area
2000 29,183 2,138 37,957 69,277
2001 29,205 2,145 38,163 69,512
2002 29,222 2,151 38,364 69,737
2003 29,192 2,155 38,504 69,850
2004 29,150 2,157 38,628 69,935
2005 29,313 2,175 39,027 70,515
2006 29,222 2,174 39,089 70,485
2007 29,075 2,169 39,073 70,317
2008 28,928 2,169 39,240 70,338
2009 29,185 2,199 39,927 71,311
2010 28,980 2,183 39,645 70,808
2011 29,126 2,194 39,846 71,166
2012 29,187 2,199 39,929 71,315
2013 29,248 2,203 40,013 71,464
2014 29,309 2,208 40,097 71,613
2015 29,370 2,212 40,181 71,763
2016 29,429 2,217 40,263 71,909
2017 29,489 2,221 40,345 72,055
2018 29,549 2,225 40,427 72,201
2019 29,608 2,230 40,510 72,348
2020 29,668 2,234 40,592 72,494
2021 29,728 2,238 40,674 72,640
2022 29,787 2,243 40,756 72,786
2023 29,847 2,247 40,838 72,933
2024 29,907 2,252 40,921 73,079
2025 29,966 2,256 41,003 73,225
2026 30,026 2,260 41,085 73,371
2027 30,086 2,265 41,167 73,518
2028 30,145 2,269 41,249 73,664
2029 30,205 2,274 41,332 73,810
2030 30,265 2,278 41,414 73,956
Source: Fishkind&Associates,Inc. April,2011
NOTE: Slight differences in totals due to rounding.
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3. Overview of the EAR
Pursuant to Section 163.3 19 1 F.S. the County has reviewed its Plan to ensure that it
appropriately reflects current and anticipated conditions, embodies the County's
vision for its future, targets the major issues that the County should address in the
near and long term, and complies with State requirements as required by Section
163.3191, F.S.
Coordinating this effort on behalf of the County, the Planning Department, within
the Growth Management Division, began the County's EAR process in January 2010
with the update of the data and analysis within the Technical Document that forms
the basis of the EAR.
Preparing the EAR
The EAR process includes three basic steps as outlined below:
Step 1: Identification of Major Issues
As part of the EAR process, a community generally identifies a "List of Issues" to
address as part of the report. Previously, Chapter 163, F.S. required that once these
issues were identified, a community would enter into a "Letter of Understanding"
(LOU) with DCA before the formal evaluation proceeded. The County's LOU is dated
October 29, 2010. This letter documents the County's issues to be addressed as part
of the evaluation process.
Step 2: Evaluation of the Plan
The Plan has been assessed or evaluated to determine its success in addressing the
major issues identified as part of Step 1. Growth-related strategies are then
generally developed to address these major issues, and the changes needed to
implement these new strategies are identified.
Step 3: Amendment of the Plan
Local governments have twelve (12) months to amend their comprehensive plans to
reflect changes in State requirements if they determine that amendments are
necessary. Since the planning horizon of the 2010 Comprehensive Plan has ended,
the County has worked with the community to develop current major issues that are
to be addressed. The County defined these major issues in a Compilation Report
that was sent to the State Land Planning Agency for review. The County then
received a "Letter of Understanding" from the State Land Planning Agency, which
accepted the County's defined major issues. Therefore, the County can now
proceed with the preparation of the necessary amendments to its Plan.
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The County is using the same general process for preparing its EAR as that used for
most other local government programs and projects, with the steps that are noted
above. The EAR provides an "audit" of all Plan-related data since the completion of
the previous EAR in 2004 to determine whether the community is achieving the
Goals, Objectives and Policies (GOPs) it has set for itself through the Plan. It should
be noted that as a result of the 2011 legislative session, Rule 9J-5, F.A.C. was
repealed. For the purposes of the "Policy Framework" discussions, references to
Rule 9J-5 F.A.C. remain because those Rule references were from the Monroe County
2010 Comprehensive Plan, which was in effect before the Rule was repealed. This is
to assure an accurate reflection of the Goal, Objective or Policy language from the
2010 Plan.
Content of the EAR
The EAR includes the following information:
• Population growth and changes in land area, including annexation, since the
adoption of the original plan or the most recent updated amendments;
• The extent of vacant and developable land;
• The location of existing development in relation to the location of
development as anticipated in the original plan;
• An identification of the major issues for the County and, where pertinent, the
potential social, economic, and/or environmental impacts;
• Relevant changes to the requirements of Chapter 163, F.S. since the most
recent EAR update amendments;
• An assessment of whether the plan objectives within each element, as they
relate to major issues, have been achieved;
• A brief assessment of successes and shortcomings related to each element of
the plan;
• The identification of any actions or corrective measures, including whether
plan amendments are anticipated to address the major issues identified and
analyzed in the report;
• A summary of the public participation program and activities undertaken by
the County in preparing the report; and
• An assessment of each of the following Special Topics:
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1) The Plan based upon the SFWMD's regional water supply plan;
2) The County's policies related to the Coastal High Hazard Area,
particularly their impact upon private property rights;
3) The effectiveness of any transportation concurrency exception areas;
4) The extent to which changes are needed to develop a common
methodology for measuring impacts on transportation facilities for the
purpose of implementing the concurrency management system; and
5) The need to revise the County's policies to assure military compatibility.
Schedule For Adoption of EAR-based Amendments
The EAR is intended to provide recommendations to amend the Plan, such as
deleting outdated policies, establishing goals and defining new objectives to address
local issues that have evolved since the previous EAR. Section 163.3191(2)F.S.
requires that such "EAR-based plan amendments" be adopted within twelve (12)
months after submission of the EAR evaluation determination letter. The most
recent State Land Planning Agency schedule calls for the County to submit this letter
by May 2014.
Based upon this schedule, the County has until May, 2015 to adopt amendments to
the Plan that result from the EAR.
Public Involvement Process
A broad-based public involvement strategy was utilized to address the early steps of
the EAR Process. The community was actively engaged to identify significant local
issues and to identify strategies to address these issues. Public participation was
initiated through a website created for the update of the Plan and the EAR process
(http: www.keys comp plan.com). The site contains a brief overview of the EAR
process, information about public workshops and meetings, and links to EAR related
documents.
One of the steps in the public involvement occurred on May 13, 2010. Government
and agency stakeholders attended a "Scoping Meeting" in Marathon, Florida to help
identify local issues that should be addressed as part of this process. This provided
an opportunity for the attendees to offer early guidance on relevant issues. The
Scoping Meeting invitation is provided in Appendix 1. The input from this meeting
was combined with information obtained during a series of public information
gathering meetings that were held at various locations throughout the County. In
addition, individual meetings with members of the Board of County Commissioners
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(BOCC) took place and input was obtained during a public meeting with the
Planning Commission.
All of the above helped the County formulate a proposed list of local "major issues"
to discuss in the EAR. This list was proposed to DCA mid-September, 2010 and a
Letter of Understanding, dated October 29, 2010 was received from DCA confirming
the County's list of local "major issues". A copy of DCA's Letter of Understanding can
be found in Appendix 2.
Details of public involvement and outreach for the EAR process are described more
fully in Chapter 1: Public Involvement Process of this document.
Major Issues
The County's major local issues are addressed in Chapter 4 of this document. The
nine (9) identified issues will require strategic actions such as the implementation
of Plan amendments, changes to the Land Development Regulations or other County
ordinances, and/or other new formal agreements or mechanisms. From the results
of the public involvement process and surveys that were performed, the County
developed a proposed "Compilation Report" of EAR major issues for submittal to the
Florida Department of Community Affairs (DCA) in mid-September 2010. A final
Letter of Understanding, dated October 29, 2010, was received from the DCA
confirming the County's list of local "major issues"to be discussed in the EAR. They
are as follows:
1. County-wide Visioning and Planning
Capitalize upon and protect the uniqueness (sense of place) of the various
communities within the planning areas; implement the recommendations
within the existing visioning plans.
2. Economic Sustainability
Promote economic sustainability, in a manner consistent with environmental
stewardship, with a special focus upon existing businesses.
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3. Land Use/Mobility
• Promote Attractive, Well-Planned Development Adjacent to Services, and
Existing Commercial "Hubs". with an Emphasis on Redevelopment.
• The County Should Meet or Exceed Hurricane Evacuation Requirements as
required.
• Support Historic Preservation.
• Assure Continued Public Waterfront Access; Protect and Expand Water
Dependent/Water Related Uses.
• Increase Availability and Use ofAlternative Modes Transportation.
4. Natural Resource Protection
• Preserve and protect natural resources, including water, habitat and
species.
• Complete Wastewater and Drainage Upgrades.
S. Climate Change/Hazard Mitigation
Monroe County should support and promote 'green" initiatives; address
climate change; and develop and implement hazard mitigation/adaptation
best practices.
6. Financial Feasibility
Assure adequate capital funding to complete necessary improvements or
purchase lands for conservation or affordable housing purposes.
7. Affordable Housing
Promote the development of affordable, attainable and senior living housing
that is well-planned, attractive and energy efficient.
8. Public Involvement/Information
Promote robust public involvement and information sharing regarding land
use issues throughout the planning and development process.
9. Intergovernmental Coordination
Provide effective and efficient intergovernmental, interdepartmental and
interagency coordination.
These major issues were seen as the foundation of an effort to create a more
sustainable community for current and future County residents, businesses and
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other stakeholders in the community and to comply with then-existing (October 29,
2010) requirements of Chapter 163, F.S. and Rule 9J-5, F.A.C.
Community-Wide Assessment
Chapter Z Community-Wide Assessment of this document discusses the outcome of
an extensive effort to update the County's Existing Land Use Map (See Map 1) and
also assesses the changes in population and development patterns since the
adoption of the Plan.
Some of the key findings include:
County Land Mass: Approximately 1.67 million acres; of which 1.6 million acres are
located on the Mainland.
The unincorporated Keys consist of approximately 73,138 acres:
• 65 percent located in Lower Keys;
• 3 percent located in Middle Keys; and
• 32 percent Located in Upper Keys.
Seventy-five percent of all land in the unincorporated County is set aside for
conservation purposes. The second largest land use (4,988 acres) is Residential
(6.8%), consisting of single-family; multi-family; mobile homes, apartments and
mixed use residential.
Historic and Existing Population:
• 1970 population was 52,586; 2000 population was 79,589, an increased of
27,003 people.
• Highest growth rate was from 1980 (63,188) to 1990 (78,024) , an increase
of 14,836 people.
• Lowest growth rate was from 1990 (78,024) to 2000 (79,589) an increase of
only 1,565 people.
• 2010: U.S. Census - 73,165 Permanent(County-wide)
Population Trends:
• Shifting from Permanent to Seasonal Population
• 2010-2030: Projections (unincorporated)
-Permanent: (2010) 35,972; (2030) 34,730; (-4%)
-Seasonal: (2010) 33,951; (2030) 37,705; (+10%)
-Functional (unincorporated): (2010) 69,923; (2030) 72,435; (+2,512 or 3%)
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The Plan Element Assessment
Chapter 3: Element Assessment of this document concludes that overall, the majority
of GOPs in the Plan have been met. The assessment of the current 2010 Plan has
generated recommendations to be considered, and identifies those that may require
a plan amendment.
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INTRODUCTION ........................................................................................................1
Purpose of the Evaluation and Appraisal Report (EAR) ..................................... 1
CountyProfile.............................................................................................................. 2
PlanningAreas............................................................................................................ 2
Socio-Economic Characteristics ................................................................................ 3
TABLE 1 — UNINCORPORATED FUNCTIONAL POPULATION DISTRIBUTION BY SUB-
AREA ........................................................................................................................6
Overviewof the EAR................................................................................................... 7
Preparingthe EAR...................................................................................................... 7
Contentsof the EAR.................................................................................................... 8
Schedule For Adoption of EAR-based Amendments.................................................. 9
Public Involvement Process ....................................................................................... 9
MajorIssues.............................................................................................................. 10
Community-Wide Assessment.................................................................................. 12
The Plan Element Assessment.................................................................................. 13
Introduction:Table of Contents Evaluation and Appraisal Report
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