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VAB Recap 06/29/2020 - Organizational Meeting Page 1 June 29, 2019 VALUE ADJUSTMENT BOARD ORGANIZATIONAL MEETING AGENDA June 29, 2020 9:00 a.m. 1. Roll Call and Pledge of Allegiance (led by VAB Legal Counsel) 2. Quorum Established as required by Florida Statute Chapter 194.015 and Affidavit of Publication confirmed (VAB Legal Counsel) 3. Introductions presented by VAB Legal Counsel A. Introduction of VAB Board Members • Board of County Commissioner Andrew Solis (District 2) - Present • Board of County Commissioner Burt Saunders (District 3) - Present • School Board Member Erick Carter (District 4) - Present • (Homestead) Citizen Member Rebecca Earney - Excused • (Business) Citizen Member Ron Kezeske - Present • (Alternate Homestead) Citizen Member Jill Rosenfeld - Present B. Introduction of the Clerk to the Value Adjustment Board • Clerk to the Board – Crystal Kinzel - Present • Clerk’s Designee – Trish Morgan C. Confirmation of BCC & School Board Appointed Members (informational) 4. Appointment of VAB Chairperson (must be a BCC representative) Motion to Appoint Commissioner Saunders as Chair – Approved 5/0; - Commissioner Saunders Appointed Commissioner Solis as Vice-Chair 5. Agenda A. Recommendation to approve today’s agenda Approved – 5/0 6. Recommendation to reaffirm by Resolution the appointment of the following: VAB Legal Counsel for VAB Tax Year 2020 Page 2 June 29, 2019 Holly E. Cosby, Esq. – The Law Office of Holly E. Cosby, P.A. VAB Resolution 2020-01 Adopted – 5/0 7. Recommendation to reaffirm by Resolution the appointment of the VAB Special Magistrates for VAB Tax Year 2020 VAB Resolution 2020-02 Adopted – 5/0 • Ellen T. Chadwell, PL – Attorney • Lorraine Dube – State Certified Appraiser • South FL Valuation Services (Mark Pelletier, CMEA, CSBA, SRA, RM) • Coastal Consulting Group (Scott Watson, MAI) 8. Request for Board direction to obtain Alternative Special Magistrate(s) for 2020 tax year, if needed (based on number of petitions or any potential conflict) Approved – 5/0 9. Approval/Acceptance of Minutes into the VAB Record A. February 10, 2020 VAB Regular Meeting Motion to approve as presented – 4/0 (Ms. Rosenfeld abstained) 10. Department of Revenue 2020 VAB Training: for Magistrates, VAB Members, Legal Counsel and interested parties (Available: http://floridarevenue.com/dor/property/vab/training.html) Discussed 11. VAB Attorney Report/General Business/VAB Reference Materials A. General overview of Value Adjustment Board’s role in Florida’s property tax system, including a process for complaints, and the newly adopted legislative changes that affect the VAB process. Discussed B. Recommendation to adopt Resolution Relating to the Adoption of Internal Operating Procedures to Supplement Chapter 12D-9, Florida Administrative Code VAB Resolution 2020-03 Adopted – 5/0 C. Good Cause Determinations Page 3 June 29, 2019 1) Recommendation to designate Legal Counsel to Determine “Good Cause” for Late Filed Petitions for 2020 tax year Approved – 5/0; Motion to allow VAB Administration to request additional information for verification – Approved – 5/0 2) Recommendation to designate VAB Clerk to Determine “Good Cause” for Hearing Reschedules, with Legal Counsel Providing Guidance, for 2020 tax year Approved – 5/0; Motion to allow VAB Administration to request additional information for verification – Approved – 5/0 D. Recommendation to adopt Resolution for VAB Petition (Appeal) Filing Fee (F.S. 194.013) VAB Resolution 2020-04 Adopted - 5/0 E. Florida Department of Revenue Forms DR-488p – Initial Certification of the Value Adjustment Board Approved – 5/0 F. Request approval for the destruction of VAB records in accordance with the General Records Schedule GS1-SL (2014 VAB tax year records) Approved – 5/0 G. VAB Reference Materials (informational) • Florida’s Government in the Sunshine • Rule Chapter 12D-9, F.A.C. • DOR’s VAB Forms • Rule Chapter 12D-10, F.A.C. • Rule Chapter 12D-51.001, F.A.C. • Rule Chapter 12D-51.002, F.A.C. Page 4 June 29, 2019 • Rule Chapter 12D-51.003, F.A.C. • Uniform Policies and Procedures Manual and Other Legal Resources and Reference Materials • Information for Taxpayers regarding Florida’s Property Tax System and the Value Adjustment Board Process and a Property Brochure • Florida Statutes: Chapter 119, 286, 192, 193, 194, 195, and 196 H. VAB 2019 Expense Report of 714 petitions filed as compared to: 0623 petitions (VAB 2018) 0561 petitions (VAB 2017) 0615 petitions (VAB 2016) 0635 petitions (VAB 2015) 0392 petitions (VAB 2014) 0616 petitions (VAB 2013) 0770 petitions (VAB 2012) 0892 petitions (VAB 2011) 1528 petitions (VAB 2010) 1775 petitions (VAB 2009) 12. VAB Dates of Importance A. TRIM Notice to be mailed: Monday, August 17, 2020 (per PAO staff) B. Deadline to file petitions with the Clerk’s Office: Friday, September 11, 2020 at 5 p.m. [25 days after the mailing of the TRIM per F.S. 194.011(2) (d)] C. Date for Next Regular VAB Meeting (room reserved): Monday, October 5, 2020 at 9:00 a.m. (if needed only) OR Monday, February 8, 2021 at 9:00 a.m. (sooner if hearings conclude) D. Magistrate Hearings: October 2020 through December 2020 (More dates, if needed, based on filing) E. Recommendation to adopt Resolution authorizing the use of Communications Media Technology for Value Adjustment Board Special Magistrate Hearings or the meetings of the (VAB) Board, if needed VAB Resolution 2020-05 Adopted – 5/0 F. (Proposed) Final VAB Meeting for Tax Year 2020 (room reserved): Monday, February 8, 2021 at 9:00 a.m. (Tentative) Page 5 June 29, 2019 13. Additional comments/concerns – VAB Counsel/compliance 14. Public Comment 15. Adjournment