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VAB Backup Documents 06/29/2020 Item #13COLLIER COUNTY 2020-2021 VALUE ADJUSTMENT BOARD VERIFICATION OF VAB COMPLIANCE and PREHEARING CHECKLIST (to supplement Form DOR-488p) Information to be verified prior to, during or after the Organizational Meeting, and pursuant to F.S. § 194.011(5), F.A.C.§ 1213-9.013 and F.A.C.§ 1213-9.014 Verification: Pre -Organizational Meeting HEC VAB comprised of two (2) County Commissioners, one (1) School Board Member, one (1) 6/11/20 Citizen Member appointed by the BOCC and one (1) Citizen Member appointed by the School Board — Org. Mtg. Agenda Item 3A & Verbatim HEC Citizen Members met all criteria pursuant to F.S. § 194.015 and F.A.C. § 12D-9.004 — 6/22/20 Org. Mtg. Agenda Item 3C, BoCC & School Board verify, Verbatim HEC VAB Attorney meeting the requirements of F.S. § 194.015 has been appointed or ratified - 6/11/20 Org. Mtg. Agenda Item 6 & Verbatim HEC No VAB members represent other governmental entities or taxpayers in any administrative or 6/22/20 judicial review of property taxes — Org. Mtg. Agenda Items 3A and 3C, BoCC & School Board verify & Verbatim HEC Citizen members are not members or employees of a taxing authority for the current VAB 6/22/20 session— Org. Mtg. Agenda Item 3C, BoCC & School Board verify & Verbatim HEC The organizational meeting, as well as any other board meetings, will be or were noticed in 6/11/20 accordance with F.S. §286.011, and will be held in accordance with law - Verbatim for Org. Mtg. Agenda Item 2/Additional statement re: Affidavit of Publication HEC The organizational meeting notice includes the date, time, location, purpose of the meeting, 6/11/20 and information required by F.S. §286.0105 - Verbatim for Org. Mtg. Agenda Item 2/Additional statement re: Affidavit of Publication HEC The DOR's uniform value adjustment board procedures, were made available at the 6/11/20 organizational meeting and copies were provided to special magistrates and board members - Or . Mtg. Agenda Item 11G & Verbatim HEC The DOR's uniform policies and procedures manual is available on the existing website of 6/11/20 the board clerk - Org. Mtg. Agenda Item 11G & Verbatim HEC The qualifications of special magistrates were verified - Org. Mtg. Agenda Items 7 & 8 6/11/20 reviewed by procurement services); Verbatim VAB Attorney has received the DOR training and has passed the corresponding exam — Attorney will provide VAB Administration with a Certificate of Completion and Proof of Passing Exam when available— Org. Mtg. Agenda Item 10 All appointed special magistrates have received the DOR training and have completed the same and passed any corresponding exam, and special magistrates with less than five years of required experience successfully completed the DOR's training including any updated modules and an examination, and were certified - Org. Mtg. Agenda Item 10 - VAB will request Certificates of Completion HEC The selection of special magistrates was based solely on proper experience and qualifications 6/11/20 and neither the property appraiser nor any petitioners influenced the selection of special magistrates. - Org. Mtg. Agenda Items 7 & 8 (reviewed by procurement services); Verbatim HEC The VAB is willing to consider any written complaint filed with respect to a special /20 magistrate by any party or citizen [F.A.C. 12D-9.009(1)(f)] - Org. Mtg. Agenda Items 11B and 13; Verbatim Page 1 of 3 c C I 4 C All procedures and forms of the board or special magistrate are in compliance with F.S. § 194 6/11/20 and F.A.C. § 12D-9 — Org. Mtg. Agenda Items 11 and 13; Verbatim; VAB Attorney oversees throughout VAB session Notice(s) has/have been given to the chief executive officer of each municipality as provided in F.S. §193.116 C The VAB is in compliance with F.S. §194 and F.A.C. 1213-9 — Org. Mtg. Agenda Item 13; 6/11/20 Verbatim; VAB Attorney oversees throughout VAB session Organizational Meeting: June 29, 2020 The VAB held organizational meeting prior to the holding of value adjustment board hearings — Org. Mtg. Agenda, Org. Mtg. Agenda Item 12D, Affidavit of Publication & Verbatim The VAB introduced the members of the board and provided contact information - Org. Mtg. Agenda Exhibit 3A & Verbatim The VAB introduced the board clerk and any designee of the board clerk and provided the board clerk's contact information - Org. Mtg. Agenda Exhibits 3B & 11C & Verbatim The VAB appointed and/or ratified special magistrates - Org. Mtg. Agenda Items 7 & 8; Verbatim The VAB made F.A.C. 12D-9 available to the public, special magistrates and board members, containing the uniform rules of procedure for hearings before value adjustment boards and special magistrates — available at organizational meeting and on the website of the board clerk - Org. Mtg. Agenda Exhibit 11G & Verbatim The VAB made F.A.C. 12D-10 available to the public, special magistrates and board members, containing the rules applicable to the requirements for hearings and decisions — available at organizational meeting and on the website of the board clerk- Org. Mtg. Agenda Exhibit 11G & Verbatim The VAB made the requirements of Florida's Government in the Sunshine / open government laws including information on where to obtain the current Government -In -The -Sunshine manual available to the public, special magistrates and board members — available at organizational meeting and on the website of the board clerk- Org. Mtg. Agenda Exhibit 11G & Verbatim The VAB made F.A.C. 12D-51.001, 1213-51.002 and 12D-51.003 available to the public, special magistrates and board members — available at organizational meeting and on the website of the board clerk- Org. Mtg. Agenda Exhibit 11G & Verbatim The VAB made the associated forms that have been adopted by the DOR available to the public, special magistrates and board members — available at organizational meeting and on the website of the board clerk - Org. Mtg. Agenda Exhibit 11G & Verbatim The VAB made all local administrative procedures and forms of the board or special magistrates available to the public, special magistrates and board members — available at organizational meeting and on the website of the board clerk- Org. Mtg. Agenda Exhibit 11B & Verbatim he VAB made F.S. Chapters 192-195 available to the public, special magistrates and board members as reference information containing the guidelines and statutes applicable to assessments and assessment administration — available at organizational meeting and on the website of the board clerk- Org. Mtg. Agenda Exhibit 11G & Verbatim The VAB discussed, took testimony on and adopted or ratified with any required revision or amendment any local administrative procedures and forms of the board, as necessary - Org. Mtg. Agenda Exhibit 11B & Verbatim The VAB local procedures are ministerial in nature and are not inconsistent with governing s, case law, attorney general opinions or rules of the department - Org. Mtg. Agenda Item 13; Verbatim & VAB Attorney oversees throughout VAB session Page 2 of 3 3 30 i -7` 8 I � C— � I �C i\0 The VAB discussed general information on Florida's property tax system, respective roles within this system, taxpayer opportunities to participate in the system, and property taxpayer rights — this issue has a separate agenda item, supplemented with additional local informational handouts; this discussion will be reflected in the verbatim record and minutes - Or . Mtg. Agenda Exhibits 11A & 11G; Verbatim The VAB adopted/ratified, by resolution, any filing fee for petitions for the current VAB session, in an amount not to exceed $15.00 - Or . Mtg. Agenda Exhibit 11D & Verbatim he VAB announced the tentative schedule for the value adjustment board, taking into consideration the number of petitions filed, the possibility of the need to reschedule and the requirement that the board stay in session until all petitions have been heard - Org. Mtg. Agenda Exhibit 12D & Verbatim I, Holly E. Cosby, Esq., Collier County Value Adjustment Board Attorney, hereby verify the following on June 11, 2020, June 22, 2020 and June 29, 2020: 1) the above information regarding pre -hearing, pre -organizational and organizational requirements were verified, reviewed and considered, where applicable, on June 11, 2020, June 22, 2020 and June 29, 2020. 2) the Organizational Meeting for the Collier County 2020-2021 VAB Session was held on June 29, 2020, and the above information regarding organizational meeting requirements was verified, reviewed and considered at said meeting, and 3) hearings for the Collier County 2020-2021 VAB Session will commence on or after October 9, 2020. Holly E. Cosby, Esq. - VAB Counsel I, Holly E. Cosby, Esq., Collier County Value Adjustment Board Attorney, hereby verify the following on June 11, 2020, June 22, 2020 and June 29, 2020: 1) There are three (3) items above, which could not be verified before or during the organizational meeting, which are: a. VAB Attorney has received the DOR training and has passed the corresponding exam, b. All appointed special magistrates have received the DOR training and have completed the same and passed any corresponding exam, and special magistrates with less than five years of required experience successfully completed the DOR's training including any updated modules and an examination, and were certified, and c. Notice has been given to the chief executive officer of each municipality as provided in F.S. §193.116. 2) Items 1(a) and 1(b) could not be verified because the current DOR training was not available before the organizational meeting, 3) Item 1(b) will be verified prior to special magistrates holding VAB hearings in Collier County, 4) Item 1(c) could not be verified because no VAB hearings had been scheduled prior to the organizational meeting, for such notices to be required, and 5) Once the above referenced, unverified items are able to be verified, VAB Counsel will provide the VAB with documentation and continued updated verification for the same. A C,olly E. iCoEsq. - VAB Counsel l� 1P � 2D Page 3 of 3