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Final VAB Recap 03/22/2024Page 1 March 22, 2024 COLLIER COUNTY VALUE ADJUSTMENT BOARD MEETING AGENDA March 22, 2024 @ 9:00 a.m. Board of County Commission Chambers Collier County Government Complex 3299 Tamiami Trail East, 3rd Floor Naples, FL 34112 VAB Members and Alternates: Dan Kowal, VAB Chairman (BCC, District 4) Burt Saunders (BCC, District 3) Ron Kezeske (Business Citizen Member) Tim Moshier (Collier School Board Alternate, District 5) Rebecca Earney (Homestead Citizen Member) Jill Rosenfeld (Alternate Homestead Citizen Member) VAB Legal Counsel, Holly E. Cosby 1. Pledge of Allegiance, Affidavit of Publication, Introductions and Quorum Requirements (per Chapter 194.015, F.S.) 2. Agenda and Minutes A. Approval of today’s agenda (motion needed) Motion to approve by Commissioner Saunders; Seconded by Mr. Kezeske – Approved 6/0 B. Approval/Acceptance of Minutes from August 7, 2023, VAB Organizational Meeting. (motion needed) Motion to approve by Commissioner Saunders; Seconded by Ms. Earney – Approved 6/0 3. General Business Discussion A. Updates from the Department of Revenue and/or the Current Session of the Florida Legislature affecting VAB (informational) 1) Department of Revenue – Property Tax Oversight and Florida Legislative Session (2023) Proposed Bills (informational) (a) PTO Bulletin 23-03 – Restriction on County Special Assessments on Agricultural Lands Page 2 March 22, 2024 (b) PTO Bulletin 23-04 – Judicial Review After Value Adjustment Board (VAB) Decisions (c) PTO Bulletin 23-05 – Changes to the Exemption for Certain Veterans, First Responders, and Surviving Spouses (d) PTO Bulletin 23-06 – Religious Exemption – Parsonages, Burial Grounds, and Tombs (e) PTO Bulletin 23-07 – Educational Property Exemption (f) PTO Bulletin 23-08 – Refund of Taxes for Residential Improvements Rendered Uninhabitable by a Catastrophic Event (g) PTO Bulletin 23-09 – Affordable Housing Property Exemption Nonprofit Land Lease (h) PTO Bulletin 23-10 – Affordable Housing Property Exemption Newly Constructed Multifamily Project (i) PTO Bulletin 23-11 – Affordable Housing Property Exemption County and Municipal Ordinance (j) PTO Bulletin 23-12 – Assessment of Agricultural Equipment Rendered Unable to be Used Due to Hurricane Idalia B. Value Adjustment Board 2023 Compliance Checklist for Collier County C. Additional Updates 1) Update Re: Special Magistrate Antonov 2) Update on Department of Revenue Advisory Memorandum Forwarded to all VAB Attorneys 4. Public Comment - None 5. VAB Members or Staff Comment - None 6. Adoption of Special Magistrate Recommendations A. Board Member Kezeske must recuse himself from the vote for Petition 2023-01053, as owner of that parcel B. Adoption of Special Magistrates’ Recommendations for 2023 VAB (1299 Filed Petitions) (385 Petitions went to hearing (605 Parcels)) 1) Motion for approval for the recommended decision for Petition 2023- 01053 (alone) (motion needed) Motion to approve by Commissioner Saunders; Seconded by Ms. Earney – Approved 5/0 (Mr. Kezeske abstained) Page 3 March 22, 2024 2) Motion for approval for all other recommended decisions (motion needed) Motion to approve by Commissioner Saunders; Seconded by Mr. Kezeske – Approved 6/0 • Homestead Exemption Petitions • Portability Transfer Petitions • Not Substantially Complete Petition • Value Petitions: Residential and Commercial 7. Adoption of Certification of the Value Adjustment Board – Tangible Personal Property (DR-488 TPP) (motion needed) Motion to approve by Commissioner Saunders; Seconded by Mr. Kezeske – Approved 6/0 8. Adoption of Certification of the Value Adjustment Board – Real Property (DR-488 RP) (motion needed) Motion to approve by Mr. Kezeske; Seconded by Commissioner Saunders – Approved 6/0 9. Adoption of Tax Impact of the Value Adjustment Board (DR-529) (motion needed) Motion to approve by Mr. Kezeske; Seconded by Ms. Earney – Approved 6/0 10. Discussion/Motion to permit VAB Counsel to review VAB website to ensure compliance and consistency (motion needed) Motion to approve by Commissioner Kowal; Seconded by Mr. Kezeske – Approved 6/0 11. Set date for 2024 VAB Organizational Meeting: (proposed & room reserved) (motion needed) Motion accepting Monday, August 19, 2024, at 9 a.m. by Commissioner Kowal; Seconded by Commissioner Saunders – Approved 6/0 12. Adjourn