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VAB Backup Documents 07/09/2021 VAB MEETING BACKUP DOCUMENTS JULY 9, 2021 7-9-21 VAB ORG MEETING June 7, 2021 Account #325162 Attn: Legals Naples News Media 1100 Immokalee Road Naples, Florida 34110 Re: Value Adjustment Board (VAB) Organizational Meeting Notice Dear Legals: Please advertise the above referenced notice on Friday, June 25, 2021 and send the Affidavit of Publication, together with charges involved to this office. Thank you. Sincerely, Ann Jennej ohn, Deputy Clerk PO #4600004979 NOTICE OF THE ORGANIZATIONAL MEETING OF THE VALUE ADJUSTMENT BOARD Notice is hereby given that the VALUE ADJUSTMENT BOARD (VAB) will hold an Organizational Meeting in accordance with Chapter 286 . 011, Florida Statutes, at 9 : 00 a.m. , Friday, July 9, 2021, in the Board of County Commissioners ' Meeting Room, 3rd Floor, Harmon Turner Building (Building "F" ) , Collier County Government Center, 3299 Tamiami Trail East, Naples, Florida, for the following purposes : General Business Discussion, Legislative updates, and matters pursuant to the requirements of Florida Statutes, Chapter 194 ; Tentative Hearing Dates, Dates of Importance, Meeting Dates, Expenditures, Public Comment and to discuss other related issues at the suggestion or request of the Chair, staff or Board members prior to or during the Meeting. This meeting is open to the public . Any person wishing to speak on any agenda item must register prior to presentation of the item to be addressed. All registered speakers will be limited to three (3) minutes . Any person who decides to appeal a decision of the Board will 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 based. If you are a person with a disability who needs an accommodation in order to participate in this proceeding, you are entitled, at no cost to you, the provision of certain assistance . Please contact the Collier County Facilities Management Division located at 3335 Tamiami Trail East, Suite #101, Building W, Naples, Florida 34112, (239) 252-8380 . VALUE ADJUSTMENT BOARD CRYSTAL K. KINZEL, CLERK TO THE VAB By: Ann Jennejohn, Deputy Clerk (SEAL) Ann P. Jennejohn From: Ann P. Jennejohn Sent: Monday, June 7, 2021 8:54 AM To: Naples Daily News Legals Subject: VAB Org. Meeting Notice Attachments: NDN Memo 07-09-2021 Org Meeting.doc; 07-09-21 NDN Org Meeting Notice.doc Good Morning, Please publish the attached, in the classified section of the newspaper, on Friday, June 25, 2021. Thank you. Ann Jennejohn 13MR Senior Deputy Clerk II Lt',iT4Y1t;kT Clerk to the Value Adjustment Hoard Office: 23q-252-8406 Fax: 23q-252-8408 (if applicable) Ann.Jennejohn@CollierClerk.com Office of the Clerk of the Circuit Court ��'k` "'t``', & Comptroller of Collier County 32gq Tawtiawti Trail, Suite #401 Naples, FL 34112-5324 www.Coll ierCl erk.covn Ann P. Jennejohn From: Gannett Legals Public Notices 4 <ganlegpubnotices4@gannett.com> Sent: Monday,June 7, 2021 10:53 AM To: Ann P.Jennejohn Subject: RE:4770678//VAB Org. Meeting Notice Attachments: OrderConf.pdf External Message: Please use caution when opening attachments, clicking links,or replying to this message. Hello, Attached please find your order confirmation and proof of your ad. Your ad is set to run in: • The Naples Daily News June 25, 2021 $280.00 The total cost includes an affidavit, which will be mailed to you after the ad publishes. Please reply as soon as possible with changes or approval of the ad. You will receive an affidavit 7-10 business days after the last day of printing. Thank you, Joseph Pellegrinelli Legal Clerk O USA TODAY ; LOCALiQ NETWORK I Office:844-254-5287 jpellegrin(a�gannett.com From:Ann P.Jennejohn <Ann.Jennejohn@collierclerk.com> Sent: Monday,June 7, 2021 8:54 AM To: NDN-Legals<legals@naplesnews.com> Subject:4770678//VAB Org. Meeting Notice Good Morning, Please publish the attached, in the classified section of the newspaper, ovt Friday, June 25, 2021. Thank you. i 4 I&tiL cW&I PART OF THE USA TODAY NETWORK BCC CLERK OF CIRCUIT 3299 TAMIAMI TRL E 700 NAPLES FL 34112- Account AD# Net Amount Tax Amount Total Amount Payment Method Payment Amount Amount Due 1303800 0004770678 $280.00 $0.00 $280.00 Invoice $0.00 $280.00 Sales Rep: JPellegrin Order Taker: JPellegrin Order Created 06/07/2021 Product #Ins Column Agate Lines Start Date End Date NDN-Naples Daily News 1 2.00 80 06/25/2021 06/25/2021 NDN-naplesnews.com 1 2.00 80 06/25/2021 06/25/2021 *ALL TRANSACTIONS CONSIDERED PAID IN FULL UPON CLEARANCE OF FINANCIAL INSTITUTION Text of Ad: 06/07/2021 NOTICE OF THE ORGANIZATIONAL MEETING OF THE VALUE ADJUSTMENT BOARD Notice is hereby given that the VALUE ADJUSTMENT BOARD (VAB) will hold an Organizational Meeting in accordance with Chapter 286.011, Florida Statutes, at 9:00 a.m., Friday, July 9, 2021, in the Board of County Commissioners' Meeting Room, 3rd Floor, Harmon Turner Building (Building "F"), Collier County Government Center, 3299 Tamiami Trail East, Naples, Florida, for the following purposes: General Business Discussion, Legisla- tive updates, and matters pursuant to the requirements of Flori- da Statutes, Chapter 194; Tentative Hearing Dates, Dates of Im- portance, Meeting Dates, Expenditures, Public Comment and to discuss other related issues at the suggestion or request of the Chair,staff or Board members prior to or during the Meeting. This meeting is open to the public. Any person wishing to speak on any agenda item must register prior to presentation of the item to be addressed. All registered speakers will be limited to three(3)minutes. Any person who decides to appeal a decision of the Board will need a record of the proceedings pertaining thereto and there- fore, may need to ensure that a verbatim record of the proceed- ings is made, which record includes the testimony and evidence upon which the appeal is based. If you are a person with a disability who needs an accommoda- tion in order to participate in this proceeding, you are entitled, at no cost to you,the provision of certain assistance. Please con- tact the Collier County Facilities Management Division located at 3335 Tamiami Trail East, Suite #101, Building W, Naples, Flori- da 34112,(239)252-8380. VALUE ADJUSTMENT BOARD CRYSTAL K.KINZEL,CLERK TO THE VAB By:Ann Jennejohn,Deputy Clerk(SEAL) AD#4770678 June 25,2021 Ann P. Jennejohn From: Ann P.Jennejohn Sent: Monday, June 7, 2021 10:58 AM To: 'holly@cosbylaw.com' Subject: Collier County VAB Org. Meeting Notice (7-9-21 Meeting) Attachments: OrderConf.pdf Good Morning Holly, Please find the VA13's Org Meeting notice (attached) for your review avtd approval. Thavtk you. Ann Jennejohn f3MR Senior Deputy Clerk II t.,tt tot.hT Clerk to the Value Adjustvvtevtt Board .,r Office: 239-252-840G 4 Fax: 239-2s2-8408 (if applicable) t Avtvt.Jevtvtejohvt@CollierClerk.cowt rft1,4 ". , 'fir Office of the Clerk of the Circuit Court ktt `�,t1 & Comptroller of Collier County 3299 Tavvtiavvti Trail, Suite #4Oi- Naples, FL. 34112-5324 www.CollierClerk.cowt From: Gannett Legals Public Notices 4<ganlegpubnotices4@gannett.com> Sent: Monday,June 7, 2021 10:53 AM To:Ann P.Jennejohn <Ann.Jennejohn@collierclerk.com> Subject: RE: 4770678//VAB Org. Meeting Notice External Message: Please use caution when opening attachments, clicking links, or replying to this message. Hello, Attached please find your order confirmation and proof of your ad. Your ad is set to run in: • The Naples Daily News June 25, 2021 $280.00 The total cost includes an affidavit, which will be mailed to you after the ad publishes. Please reply as soon as possible with changes or approval of the ad. You will receive an affidavit 7-10 business days after the last day of printing. Ann P. Jennejohn From: holly@cosbylaw.com Sent: Monday, June 7, 2021 11:35 AM To: Ann P.Jennejohn Subject: RE: Collier County VAB Org. Meeting Notice (7-9-21 Meeting) External Message: Please use caution when opening attachments, clicking links, or replying to this message. Thank you! I hereby approve. HOLLY E. COSBY LAW OFFICE OF HOLLY E. COSBY, P.A. 602 CENTER ROAD FORT MYERS, FLORIDA 33907 (239) 931-0006 (239) 418-0006 (FAX) This electronic message transmission and any associated files and/or attachments contains information from the Law Office of Holly E. Cosby, P.A. that is considered confidential or privileged. The information is intended solely for the recipient and use by any other party is not authorized. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of the contents of this information is prohibited. If you have received this electronic transmission in error, please permanently delete this information and notify me immediately by telephone (239-931-0006), or by electronic mail (hollya,cosbvlaw.com). Additionally, however, Florida has a very broad Public Records Law. Most written communications to or from State and Local Officials regarding State or Local business are public records available to the public and media upon request. Your email communications may therefore be subject to public disclosure. Thank you. From: Ann P.Jennejohn <Ann.Jennejohn@collierclerk.com> Sent: Monday,June 7, 2021 10:58 AM To: 'holly@cosbylaw.com' <holly@cosbylaw.com> Subject: Collier County VAB Org. Meeting Notice (7-9-21 Meeting) Good Morvtiog Holly, Please Fivtd tke VAr3's Org Meeting vtotice (attached) for your review and approval. Thavtk you. i Ann P. Jennejohn From: Ann P. Jennejohn Sent: Monday, June 7, 2021 11:37 AM To: 'Gannett Legals Public Notices 4' Subject: RE:4770678//VAB Org. Meeting Notice Approved for publication. Friday, Juvte 25, 2021. Tkavtk you! Ann Jennejohn 13MR Senior Deputy Clerk II ta�tcKkr Clerk to the Value Adjustment Board 4rr,ri Office: 239-252-8406. Fax: 239-252-8408 (if applicable) Avi.K.JenvtejoInvt@CollierClerk.com r Office of the Clerk of the Circuit Court r & Comptroller of Collier County 3299 Tamiavvti Trail, Suite *4O1 Naples, FL 34112-5324 www.CollierClerk.com From: Gannett Legals Public Notices 4 <ganlegpubnotices4@gannett.com> Sent: Monday,June 7, 2021 10:53 AM To:Ann P.Jennejohn <Ann.Jennejohn@collierclerk.com> Subject: RE: 4770678//VAB Org. Meeting Notice External Message: Please use caution when opening attachments, clicking links, or replying to this message. Hello, Attached please find your order confirmation and proof of your ad. Your ad is set to run in: • The Naples Daily News June 25, 2021 $280.00 The total cost includes an affidavit, which will be mailed to you after the ad publishes. Please reply as soon as possible with changes or approval of the ad. You will receive an affidavit 7-10 business days after the last day of printing. Thank you, Joseph Pellegrinelli Legal Clerk 1 NuptciBaittiNruii PART OF THE USA TODAY NETWORK Published Daily Naples, FL 34110 BCC CLERK OF CIRCUIT COURT 3299 TAMIAMI TRL E 700 NOTICE OF THE NAPLES, FL 34112 ORGANIZATIONAL MEETING OF THE VALUE ADJUSTMENT BOARD Notice is hereby given that the VALUE ADJUSTMENT BOARD Affidavit of Publication (vA6) will hold an Organizational Meeting in accordance with Chapter 286.011, Florida Statutes, at 9:00 a.m., Friday, July 9, STATE OF WISCONSIN 2021, in the Board of County Commissioners' Meeting Room, COUNTY OF BROWN 3rd Floor, Harmon Turner Building(Building "F'),Collier County Government Center, 3299 Tarniami Trait East, Naples, Florida, for the following purposes: General Business Discussion, Legisla- tive updates, and matters pursuant to the r'e.adamants of Hove da Statutes, Chapter 194; Tentative Hearing pates,Dates of Im- personally appeared said legal clerk who on oath says that portance. Meeting Dates, Expenditures, Public Comment and to he/she serves as Legal Clerk of the Naples Daily News, a discuss other related issues at the suggestion or request of the Chair,staff or Board members prior to or during the IVIeeting. daily newspaper published at Naples, in Collier County, Florida; distributed in Collier and Lee counties of Florida; This meeting is open to the public, Any person wishing to speak on any agenda item must register prior to presentation of the that the attached copy of the advertising was published in item to be addressed. All registered speakers will be limited to said newspaper on dates listed. Affiant further says that the three(3)minutes. said Naples Daily News is a newspaper published at Any person who decides to appeal a decision of the Board wilt Naples, in said Collier County, Florida, and that the said need a record of the proceedings penalising thereto and there- fore,may need to ensure that a verbatim record of the proceed- newspaper has heretofore been continuously published in togs is made, which record includes the testimony and evidence said upon which the appeal is based. Collier County, Florida; distributed in Collier and Lee If you are a person with a disability who needs an accommoda- tion in order to participate in this proceeding, you are entitled, at no cost to you,the provision of certain assistance Please con- second class mail matter at the post office in Naples, in tact the Collier County Facilities Management Division located said Collier County, Florida, for a period of one year next at 3335 Tamiami Trail East, Suite 0101, ttullding W,Naples,Flori- da 34112,(239)252-8380. preceding the first publication of the attached copy of advertisement; and affiant further says that he has neither C ADJUSTMENT L CRYSTAL K.KINZEL,CLERKERK TO THE VAB paid nor promised any person, or corporation any discount, rebate, commission or refund for the purpose of securing By.Ann Jennejohn,Deputy Clerk(SEAL) ADJ14770678 June 25,2021 this advertisement for publication in the said newspaper. Published: 06/25/2021 Subscribed and sworn to before on June 25, 2021: Notary, State of WI, County of Brown P u blic; `tulle cif Vvisconroin My commission expires August 6,2021 Publication Cost: $280.00 Ad No:0004770678 Customer No: 1303800 PO#: 4600004979 #of Affidavits 1 This is not an invoice . 7 °=- . Collier County Government rr)(0R °- �. Communications, Government & Public Affairs 3299 Tamiami Trail E., Suite 102 colliergov.net Naples, Florida 34112-5746 twitter.com/CollierPlO facebook.com/CollierGov voutube.com/CollierGov July 6, 2021 FOR IMMEDIATE RELEASE Notice of Public Meeting Collier County Value Adjustment Board Collier County, Florida July 9, 2021 9:00 a.m. Notice is hereby given that the Collier County Value Adjustment Board will meet on Friday, July 9, at 9:00 a.m. in the Board of County Commissioners Chambers, third floor, Collier County Government Center, 3299 Tamiami Trail E., Naples, Florida, for purposes of General Business Discussion, Legislative and Special Magistrate status updates including matters pursuant to requirements of Florida Statutes, Chapter 194; Tentative Hearing and Meeting Dates, Dates of Importance, Expenditures, Public Comment and to discuss other related issues at the suggestion or request of the Chair, staff or Board members prior to or during the Meeting. About the public meeting: Two or more members of the Board of County Commissioners may be present and may participate at the meeting. The subject matter of this meeting may be an item for discussion and action at a future Board of County Commissioners meeting. All interested parties are invited to attend, and to register to speak. All registered public speakers will be limited to three minutes unless changed by the chairman. Collier County Ordinance No. 2004-05, as amended, requires that all lobbyists shall, before engaging in any lobbying activities (including, but not limited to, addressing the Board of County Commissioners, an advisory board or quasi-judicial board), register with the Clerk to the Board at the Board Minutes and Records Department. Anyone who requires an auxiliary aid or service for effective communication, or other reasonable accommodations in order to participate in this proceeding, should contact the Collier County Facilities Management Division, located at 3335 Tamiami Trail E., Suite 101, Naples, Florida 34112, or (239) 252- 8380, as soon as possible, but no later than 48 hours before the scheduled event. Such reasonable accommodations will be provided at no cost to the individual. For more information, call the VAB Clerk at (239) 252-8406. VALUE ADJUSTMENT BOARD ORGANIZATIONAL MEETING AGENDA July 9, 2021 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 • (Business) Citizen Member Ron Kezeske • (Alternate Homestead) Citizen Member Jill Rosenfeld - Present B. Introduction of the Clerk to the Value Adjustment Board • Clerk to the Board— Crystal K. Kinzel - Present • Clerk's Designee — Derek Johnssen - Present C. Confirmation of BCC & School Board Appointed Members (informational) Confirmation given (No motion taken) 4. Appointment of VAB Chair (must be a BCC representative) Motion to appoint Commissioner Burt Saunders as Chair—Approved 4/0; Erick Carter as Vice-Chair 5. Recommendation to approve today's agenda Approved — 4/0 6. Recommendation to reaffirm by Resolution the appointment of the following: VAB Legal Counsel for VAB Tax Year 2021 Holly E. Cosby, Esq. — The Law Office of Holly E. Cosby, P.A. VAB Resolution 2021-01 Adopted — 4/0 7. Recommendation to reaffirm by Resolution the appointment of the VAB Special Page 1 July 9, 2021 Magistrates for VAB Tax Year 2021 VAB Resolution 2021-02 Adopted — 4/0 • 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 2021 tax year, if needed (based on number of petitions or any potential conflict) Approved — 4/0 9. Approval/Acceptance of Minutes into the VAB A. February 11, 2021 VAB Regular Meeting Approved as presented — 4/0 10. Department of Revenue 2021 VAB Training: for Magistrates, VAB Members, Legal Counsel and interested parties (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. Overview given B. Recommendation to adopt Resolution Relating to the Adoption of Internal Operating Procedures to Supplement Chapter 12D-9, Florida Administrative Code VAB Resolution 2021-03 Adopted — 4/0 C. Good Cause Determinations 1) Recommendation to designate Legal Counsel to Determine "Good Cause" for Late Filed Petitions for 2021 tax year Approved — 4/0 Page 2 July 9, 2021 2) Recommendation to designate VAB Clerk to Determine "Good Cause" for Hearing Reschedules, with Legal Counsel Providing Guidance, for 2021 tax year Approved — 4/0 D. Recommendation to adopt Resolution for VAB Petition (Appeal) $15 Filing Fee (F.S. 194.013) VAB Resolution 2021-04 Adopted — 4/0 E. Florida Department of Revenue Forms DR-488p — Initial Certification of the Value Adjustment Board Approved — 4/0 F. Request approval for the destruction of VAB records in accordance with the General Records Schedule GS1-SL (2015 VAB tax year records) Approved — 4/0 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. • Rule Chapter 12D-51.003, F.A.C. • Uniform Policies and Procedures Manual and Other Legal Resources and Reference Materials • Florida Statutes: Chapter 119, 286, 192, 193, 194, 195, and 196 H. VAB 2020 Expense Report of 778 petitions filed as compared to: VAB 2019 - 714 petitions VAB 2017 - 561 petitions VAB 2018 - 623 petitions VAB 2016 - 615 petitions 12. VAB Dates of Importance A. TRIM Notice to be mailed: Monday, August 16, 2021 (per PAO staff) B. Deadline to file petitions with the Clerk's Office: Friday, September 10, 2021 at 5 p.m. Page 3 July 9,2021 [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 4, 2021 at 9:00 a.m. (if needed only) OR Monday, February 28, 2022 at 1:00 p.m. (pending conclusion of hearings) D. Magistrate Hearings: October 2021 through December 2021 (More dates, if needed, based on filing) E. (Proposed) Final VAB Meeting for Tax Year 2021 (room reserved): Monday, February 28, 2022 at 1:00 p.m. (Tentative) 13. Additional comments/concerns —VAB Counsel/compliance A. Compliance list read into the record by Legal Counsel 14. Public Comment 15. Adjournment Page 4 July 9, 2021 VAB RESOLUTION 2021- 01 A RESOLUTION OF THE VALUE ADJUSTMENT BOARD OF COLLIER COUNTY, FLORIDA, RELATING TO THE REAFFIRMATION OF CONTRACT #17-7046, "INDEPENDENT LEGAL COUNSEL FOR VALUE ADJUSTMENT BOARD". WHEREAS, Collier County Value Adjustment Board and Holly E. Cosby, Esq. ("Counsel") have entered into an Agreement 17-7046 for Independent Legal Counsel for Value Adjustment Board, dated June 1, 2017 (the "Agreement"); WHEREAS, the Value Adjustment Board of Collier County, Florida (the "VAB") desires to confirm the services of Counsel for this current VAB year under the terms and conditions of Contract#17-7046. NOW, THEREFORE, BE IT RESOLVED BY THE VALUE ADJUSTMENT BOARD OF COLLIER COUNTY, FLORIDA, that: The VAB hereby reaffirms this contract,upon the terms and conditions of Agreement,with Counsel's compensation at an hourly rate of$225 per hour after receipt of an itemized statement of services. This Resolution of the Value Adjustment Board is made this Cr day of J t , 2021, after motion, second and majority vote. ATTEST: : )• e.049,p• . VALUE ADJUSTMENT BOARD CRYSTAL K.XIN.ZELSWLERK COLLIER COUNTY, FLORIDA pp �y'tte}wvi, ^' o 'Ys'; • T By By: Attest a plum rk , Chairman tignatur2 ont ;;' Approved as to form And legal sufficiency AN Holly E. Cosby, Esq. VAB Legal Counsel VAB RESOLUTION 2021- 02_. A RESOLUTION OF THE VALUE ADJUSTMENT BOARD OF COLLIER COUNTY, FLORIDA, RELATING TO THE REAFFIRMATION OF CONTRACT FOR VALUE ADJUSTMENT BOARD SPECIAL MAGISTRATES WHEREAS, the Collier County Value Adjustment Board (the "VAB") of Collier County, Florida desires to enter into contracts and appoint the Special Magistrates for the 2021 Tax Year as follows: • Ellen Chadwell, PL—Attorney (Exemptions, Classifications & Portability) • Scott Watson, MAI (The Coastal Consulting Group, Inc.) — Commercial and Residential Appraiser • Mark Pelletier (South Florida Valuation Services) — Residential Appraiser & Tangible Personal Property Appraiser • Lorraine Dube—Commercial and Residential Appraiser NOW, THEREFORE, BE IT RESOLVED BY THE VALUE ADJUSTMENT BOARD OF COLLIER COUNTY, FLORIDA,that: The VAB hereby reaffirms the contracts,upon the same terms and conditions, on behalf of the Value Adjustment Board with the Special Magistrates for the 2021 Tax Year. This Resolution of the Value Adjustment Board is made this day of TA.lr, 2021, after motion,secpnd and majority vote. •, 14.E f T: VALUE ADJUSTMENT BOARD tAL 16N4L CLERK COLLIE COUNTY, FL DA ey By: ` es# d an's rk , Chairman Approved as to form d legal sufficiency Holly E. Cosby, Esq. VAB Legal Counsel VAB RESOLUTION 2021- 03 A RESOLUTION OF THE VALUE ADJUSTMENT BOARD OF COLLIER COUNTY,FLORIDA, RELATING TO THE ADOPTION OF INTERNAL OPERATING PROCEDURES TO SUPPLEMENT CHAPTER 12D-9, FLORIDA ADMINISTRATIVE CODE: THE REQUIREMENTS FOR VALUE ADJUSTMENT BOARDS IN ADMINISTRATIVE REVIEWS; UNIFORM RULES OF PROCEDURE FOR HEARINGS BEFORE VALUE ADJUSTMENT BOARDS WHEREAS, Section 12D-9.005(2)(a), Florida Administrative Code, provides that the Value Adjustment Board may adopt additional internal operating procedures,not rules,that do not conflict with,change,expand,suspend,or negate the rules adopted in rule Chapter 12D-9 or other provisions of law,and only to the extent indispensable for the efficient operation of the Value Adjustment Board; and WHEREAS, the Value Adjustment Board finds it appropriate to adopt an internal operating procedure to supplement Section 12D-9.020(2)(a), Florida Administrative Code, to require petitioners who choose to participate in an exchange of evidence with the property appraiser, to provide to the property appraiser an original, plus one (1) copy, of all documentation to be presented at the hearing,or to file evidence electronically. WHEREAS, the Value Adjustment Board finds it appropriate to adopt internal operating procedures to supplement Chapter 12D-9,Florida Administrative Code,to provide petitioner with guidance on evidence uploaded into the Value Adjustment Board's Axia system and the submission of paper evidence to Value Adjustment Board Administration,and WHEREAS, the Value Adjustment Board finds it appropriate to adopt internal operating procedures to supplement Section 12D-9.026,Florida Administrative Code,as permitted,to provide local policies and procedures for conducting telephonic hearings. NOW,THEREFORE, BE IT RESOLVED BY THE VALUE ADJUSTMENT BOARD OF COLLIER COUNTY, FLORIDA,that: 1. For petitioners who choose to participate in an exchange of evidence with the property appraiser under Section 12D- 9.020(2)(a),the petitioner shall provide the property appraiser with a written list and summary of evidence to be presented at the hearing,together with copies of all documentation to be presented at the hearing. The petitioner must provide the property appraiser with two(2)copies in total of the evidence package,unless submitted electronically. 2. All other terms and conditions of Section 12D-9.020(2)(a),Florida Administrative Code,shall remain unchanged. 3. The Value Adjustment Board hereby approves and adopts the local policies and procedures entitled"Collier County Value Adjustment Board(VAB)Local Operating Policies and Procedures; Evidence Uploads". 4. The Value Adjustment Board hereby approves and adopts the local policies and procedures entitled"Collier County Value Adjustment Board Local Telephonic Hearings Policies and Procedures". 5. This Resolution shall become effective upon adoption and shall supersede VAB Resolution 2020-03. This Resolution of the Value Adjustment Board adopted thisIll— day ofv , 2021, after motion, second and majority vote. � ;3 • 8�3tgi, ^ •• r'r ATTS "` VALUE ADJUSTMENT BOARD Approved as to form V ,, pp CR TAL ; bireKr COLLIER COUNTY,FLORIDA and legal sufficiency: � h 4 BY: • rk airman Holly E.Cosby, Esq. seas 1 s VAB Legal Counsel signature only.' VAB RESOLUTION 2021- O" A RESOLUTION OF THE VALUE ADJUSTMENT BOARD OF COLLIER COUNTY,FLORIDA,RELATING TO A FILING FEE FOR PETITIONS FILED PURSUANT TO SECTION 194.011, FLORIDA STATUTES (OBJECTIONS TO ASSESSMENTS). WHEREAS, Section 194.011, Florida Statutes (F.S.), provides that the landowner may appeal the property appraiser's assessment by filing a petition to the Value Adjustment Board; and WHEREAS, Section 194.013, Florida Statutes, allows the Value Adjustment Board, hereinafter "VAB", to adopt a Resolution imposing a filing fee on each separate parcel of property covered by a VAB Petition; and, WHEREAS, previous Value Adjustment Boards have determined it is in the public's best interest and welfare to impose a filing fee in order to defray the costs of administration and operation of the Value Adjustment process and that said fees continue in effect until repealed; and, WHEREAS,Florida Administrative Code(F.A.C.)Rule 12D-9.015 provides that the Board cannot extend the time for petition filing but may consider late filed petitions only if good cause for late filing is established and the delay thereof will not be prejudicial to the VAB function in the taxing process; and, WHEREAS, F.A.C. Rule 12D-9.013 provides that the VAB shall make available to the public F.A.C. Rule 12D-9, FAC Rule 12D-10, F.A.C. Rules 12D-51.001 , 51.002, 51.003, Chapters 192 through 195, F.S. and the requirements of Florida's Government in the Sunshine Law. NOW, THEREFORE, BE IT RESOLVED BY THE VALUE ADJUSTMENT BOARD OF COLLIER COUNTY, FLORIDA,that: 1. There is hereby authorized, established, imposed, confirmed, and continued a filing fee upon each separate parcel of property covered by petitions filed pursuant to Florida Statutes Section 194.011. Said filing fee as provided herein shall be imposed by the Clerk of the VAB on future year petitions unless specifically repealed or modified by the Value Adjustment Board. 2. The amount of such filing fee is hereby established in an amount of$15.00 per each separate, non-contiguous parcel of property, real or personal, covered by a petition filed pursuant to 194.011, Florida Statutes and subject to appeal. An owner of contiguous, undeveloped parcels may file with the Value Adjustment Board a single joint petition if the property appraiser determines such parcels are substantially similar in nature. A condominium association,cooperative association, or any homeowners' association as defined in s. 723.075, F.S.,with approval of its board of administration or directors,may file with the value adjustment board a single joint petition on behalf of any association members who own parcels of property which the property appraiser determines are substantially similar with respect to location, proximity to amenities,number of rooms, living area, and condition. For joint petitions, a filing fee in the amount of$15.00 for the petition,plus a fee of$5.00 for each parcel included in the petition will be imposed.No such filing fee will be required by a taxpayer who demonstrates at the time of filing, by an appropriate certificate or other documentation issued by the Department of Children and Family Services and submitted with the petition,that they are receiving assistance under Chapter 414, Florida Statutes or with respect to an appeal from any of the following: (A)Disapproval of homestead exemption under F.S. Section 196.151 or;(B) Disapproval of homestead tax deferral under F.S. Section 197.252. 3. Said filing fee instituted and imposed hereby shall be paid to the Clerk of the VAB at the time of filing. 4. Failure to pay said fee will result in the petition being incomplete; and the petition may be rejected. 5. The collection, failure to pay, allocation, refund, and waiver of the filing fee shall be as governed by F .S. Section 194.013. 6. It is the intent of this Resolution to adopt and incorporate the provisions of Section 194.013, Florida Statutes, and such provisions are controlling as to any inconsistent provisions hereof. 7. Any Petition filed after the statutory deadline for petition filing, as set forth by Florida Statutes 194.011 (3), may be considered for determination as to whether there is good cause justifying the late filing. If no good cause for the late filing is found to exist,the petition will not be scheduled for further consideration or hearing. 8. The Clerk of the VAB is hereby directed to notify all petitioners to the VAB of the existence and availability of DOR F.A.C. Rule 12D-9, FAC Rule 12D-10, F.A.C. Rules 12D-51.001, 51.002, 51.003, Chapters 192 through 195, F.S. and the requirements of Florida's Government in the Sunshine/ open government laws. 9. It is the intent of this Resolution to adopt and incorporate the provisions of Florida Statute Chapter 194, F.A.C. Rule 12D-9, and F.A.C. Rule 12D-10, and such provisions are controlling as to any inconsistent provisions hereof. 10. This Resolution shall become effective upon adoption. 11'64— This Resolution of the Value Adjustment Board adopted this day of ( , 2021, after motion, second and majority vote. j ATTT• c:: ,{ VALUE ADJUSTMENT BOARD CT TA 'i<NZ L CLkRK COLLIER COUNTY, FL RIDA ,: .. BY: ' •' erk Chairman ignature only. Approved as to form and legal sufficiency: o y E. Cosby, Esq. VAB Legal Counsel Crystal K. Kinzel 4Cu1T COURT�� Collier County " Clerk of the Circuit Court and Comptroller a 0 3315 Tamiami Trail East, Suite 102 Naples, Florida 34112-5324 FR couNTY.v"P July 12, 2021 Florida Department of Revenue Property Tax Oversight P.O. Box 3000 Tallahassee, FL 32315-3000 Dear Sir: Attached for reference are copies of Form 488P, the Initial Certification of the Value Adjustment Board for Tax Roll Year 2021: Real Property and Tangible Personal Property, from the Collier County Florida Value Adjustment Board. Very truly yours, CRYSTAL K. KINZEL, CLERK Ann Jennejohn, Deputy Clerk Attachment Phone-(239) 252-2646 Fax-(239) 252-2755 Website-www.CollierClerk.com Email-CollierClerk@collierclerk.com ti a0- W INITIAL CERTIFICATION OF DR-488P THE VALUE ADJUSTMENT BOARD N. 12/09 Rule 12D-16.002 g W Florida Administrative Code Section 193.122(1), Florida Statutes FLORIDA Tax Roll Year 2 0 2 1 The Value Adjustment Board of Collier County has not completed its hearings and certifies on order of the Board of County Commissioners according to sections 197.323 and 193.122(1), F.S., that the Check one. / Real Property Tangible Personal Property assessment roll for our county has been presented by the property appraiser to include all property and information required by the statutes of the State of Florida and the requirements and regulations of the Department of Revenue. On behalf of the entire board, I certify that we have ordered this certification to be attached as part of the assessment roll. We will issue a Certification of the Value Adjustment Board (Form DR-488) under section 193.122(1) and (3), F.S., when the hearings are completed. The property appraiser will make all extensions to show the tax attributable to all taxable property under the law. A .e.00,x:;:a ---J 6t,1 1 )-1 Sign to e, Chair oft e alue Adjustment BoardDate W INITIAL CERTIFICATION OF DR-488P THE VALUE ADJUSTMENT BOARD N. 12/09 Rule 12D-16.002 Florida Administrative Code Section 193.122(1), Florida Statutes FLORIDA Tax Roll Year 2 0 2 1 The Value Adjustment Board of Collier County has not completed its hearings and certifies on order of the Board of County Commissioners according to sections 197.323 and 193.122(1), F.S., that the Check one. Real Property ,/ Tangible Personal Property assessment roll for our county has been presented by the property appraiser to include all property and information required by the statutes of the State of Florida and the requirements and regulations of the Department of Revenue. On behalf of the entire board, I certify that we have ordered this certification to be attached as part of the assessment roll. We will issue a Certification of the Value Adjustment Board (Form DR-488) under section 193.122(1) and (3), F.S., when the hearings are completed. The property appraiser will make all extensions to show the tax attributable to all taxable property under the law. Le44 R ( tit-I '/ G Si ure, Chair of the Value Adjustment Board •� cDa{e COLLIER COUNTY 2021-2022 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.§12D-9.013 and F.A.C.§12D-9.014 Verification: Pre-Organizational Meeting HEC VAB comprised of two (2) County Commissioners, one (1) School Board Member, one (1) 5/26/21 Citizen Member appointed by the BOCC and one (1) Citizen Member appointed by the School Board—Ex. 1,Ex. 2,Ex. 3a, Ex. 3b,Ex. 4, 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— 5/26/21 Org. Mtg. Agenda Item 3C,BoCC & School Board verify,Ex. 3a,Ex. 3b,Ex. 4,Verbatim HEC VAB Attorney meeting the requirements of F.S. §194.015 has been appointed or ratified- 5/26/21 Or.. Mt!. A l enda Item 6 & Verbatim C-� 5/26/21 3C,BoCC & School Board verify & Verbatim C 5/26/21 Ex.3a,Ex. 3b,Ex. 4,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 5/26/21 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, 5/26/21 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 5/26/21 organizational meeting and copies were provided to special magistrates and board members - Org. Mtg. Agenda Item 11G & Verbatim HEC The DOR's uniform policies and procedures manual is available on the existing website of the 5/26/21 board clerk - Org. Mtg. Agenda Item 11G & Verbatim HEC The qualifications of special magistrates were verified- Org. Mtg. Agenda Items 7 & 8 5/26/21 (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—Ex. 5—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 -Ex. 6 - VAB will re i uest Certificates of Corn s letion EC experience and quali cs)./ 6/21 . - Org.Mtg. Agenda Items 7 & 8 (reviewed by procurement services); Verbatim HEC Ct...15-4,126/21 or cit. [F.A.C. 12D-9.009(1)(f)] - Org. Mtg. Agenda Items 11B and 13; Verbatim Page 1 of 3 HEC 5/26/21 —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—Ex. 7 HEC The VAB is in compliance with F.S. §194 and F.A.C. 12D-9—Org. Mtg. Agenda Item 13; 5/26/21 Verbatim; VAB Attorney oversees throughout VAB session Organizational Meeting: July 9,2021 The VAB held organizational meeting prior to the holding of value adjustment board hearings $rg. 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, L......p.....—•e ontaining 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 —Ex. 8; Org. Mtg. Agenda Exhibit 11G & Verbatim GN,----"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-Ex. 8; Org. Mtg. Agenda Exhibit 11G & Verbatim orThe 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- Ex. 8; Org. Mtg. Agenda Exhibit 11G & Verbatim (Akik____ The VAB made F.A.C. 12D-51.001, 12D-51.002 and 12D-51.003 available to the public, special magistrates and board members—available at organizational meeting and on the W- website of the board clerk- Ex. 8; 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 - Ex. 8; 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 111) organizational meeting and on the website of the board clerk-Ex. 8; Org. Mtg. Agenda I Exhibit 11B & Verbatim The 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- Ex. 8; Org. Mtg. Agenda Exhibit 11G & Verbatim •e 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. Mt s. A,enda Exhibit 11B & Verbatim C__..) .) L. . .. . _ .- • .. ,, . •.- - . . -•.. - Org. tg. Agenda Item 13; Verbatim & VAB Attorney oversees throughout VAB session Page 2 of 3 he 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 - Org. Mtg. 0 j....„ Agenda Exhibits 11A; 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 - Org. Mtg. Agenda Exhibit 11D & Verbatim e VAB announced the tentative schedule for the value adjustment board,taking into c\c)v____Al 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 May 26, 2021, June 4, 2021 and July 9, 2021: 1) the above information regarding pre-hearing,pre-organizational and organizational requirements were verified, reviewed and considered, where applicable, on May 26, 2021, June 4, 2021 and July 9, 2021. 2) the Organizational Meeting for the Collier County 2021-2022 VAB Session was held on July 9, 2021, and the above information regarding organizational meeting requirements was verified, reviewed and considered at said meeting, and 3) hearings for the Collier County 2021-2022 VAB Session will commence on or after October 8, Q21. Holly E. Cosby, Esq. - VAB Counsel I, Holly E. Cosby, Esq., Collier County Value Adjustment Board Attorney, hereby verify the following on May 26, 2021, June 4, 2021 and July 9, 2021: 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(a)will be verified as soon as the DOR training is released and VAB Attorney is able to complete the same,which will be done in a prompt and timely manner, 4) Item 1(b)will be verified prior to special magistrates holding VAB hearings in Collier County, 5) 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 6) 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. Holly E. Cosby, Esq. -VAB Counsel Page 3 of 3