2013 Outstanding Chapter of the Year Award Submission.pub
FCIAAO
Outstanding Chapter of the Year Award
2013
Florida Chapter of the International Association of Assessing Officers
Page 2
The Florida Chapter of the IAAO respectfully presents our submission for the In- ternational Association of Assessing Officers Outstanding Chapter of the Year Award.
The information contained herein illustrates our commitment to offering educa- tional opportunities in appraisal and to promoting the professional development of our members.
Thank you for your consideration,
The FCIAAO Executive Board
Click icon to watch FCIAAO President Neil Nikkinen deliver the FCIAAO 2013 Outstanding Chapter of the Year Award Submission Introduction
Page 3
Table of Contents
FCIAAO Achievements
IAAO Chapter Awards
4
Certificate of Excellence Awards
5
IAAO Designees
6
IAAO Committees
9
Educational Opportunities
2012 Education Week
10
2012 TPP Seminar
11
2013 Legal Seminar
16
2013 Annual Conference
17
FCIAAO Information
FCIAAO Website
20
Newsletters
22
FCIAAO Committees
24
FCIAAO Bylaws
25
FCIAAO Board Members
26
FCIAAO Board Meetings & Minutes
27
What’s Cooking
28
Events Photos
29
Page 4
IAAO Chapter Awards
The Florida Chapter of the IAAO has continually strived to be one of the best Chapters in the nation.
Outstanding Chapter of the Year Awards
Virginia Cup Awards
1990
2001
2004
1993
2003
2007
1995
2005
2009
1996
2007
2010
1997
2008
2011
1998
2009
1999
2011
2000
Click Here to view a list of all our awards!
Page 5
IAAO Certificate of Excellence in Assessment Administration
The IAAO Certificate of Excellence in Assessment Administration is the highest pro- fessional honor a jurisdiction can obtain. The Certificate recognizes and requires a high level of appraisal and assessment proficiency and teamwork throughout the entire office. Candidates will learn about their organization’s strengths and weak- nesses and further develop the strong office teamwork and group achievement that is required to complete the rigorous requirements.
Of the 20 jurisdictions that have achieved the Certificate of Excellence 10 are from the state of Florida and members of the FCIAAO.
Florida IAAO Certificate of Excellence in Assessment Administration Award Winners
Jurisdiction
Year(s)
Alachua County 2004, 2010
Seminole County 2005, 2012
Lee County
2008
Manatee County
2008
Osceola County
2010
Clay County
2011
Pinellas County
2011
Leon County
2012
Orange County
2012
Sarasota County
2012
Page 6
IAAO Professional Designees
The FCIAAO supports our members who are seeking professional designations through the IAAO and have created an incentive program for those who complete the journey. Tony Hodge worked tirelessly promoting IAAO education and encouraging individuals to pursue an IAAO professional designation. In recognition of his efforts, the FCIAAO Executive Board created the Tony Hodge Award to recognize FCIAAO members who earn their IAAO Professional Designation. The award is a $250 check and is generally presented at FCIAAO’s Annual Conference.
Certified Assessment Evaluator (CAE) Name Jurisdiction Pat Alesandrini
Hillsborough County
James Ashburn Wade Barber Michael Chavez
Sarasota County
Pasco County
Miami-Dade County
Tracy Drake
Clay County
Pam Dubov
Pinellas County Brevard County
Richard Haas
Roger Houle
Miami-Dade County
Norman James
Pasco County
Lawrence Jay
Hillsborough County
George Mascellino
Brevard County
Al Mobley
FL Dept of Revenue
Joe Reilly
Seminole County
Diane Sobol
Miami-Dade County
Residential Evaluation Specialist (RES) Name Jurisdiction Thomas Albanese
Palm Beach County
Daniel Anzaldi Ronald Boucher
Brevard County Pinellas County Marion County Pinellas County
Chris Brewer
Thomas Desneux
Jason DiCroce
Miami-Dade County
Tracy Drake
Clay County
Kenneth Engel
Hillsborough County
Page 7
IAAO Professional Designees
Residential Evaluation Specialist (RES) cont. Name Jurisdiction Steven Engelmeyer Miami-Dade County Kenneth Fay Palm Beach County Eduardo F. Giro Miami-Dade County Aaron Hampton Palm Beach County Jeffrey Haynes Pinellas County Keith Hicks Duval County Robert Jacobs Marion County Lawrence Langowski Hillsborough County James Michael Palm Beach County Erin Moore Pinellas County James Ogburn Duval County Brian Overfield Palm Beach County Teresa Pulley Duval County Scott Smiles Palm Beach County Terry Taylor St Lucie County Fred Tomlinson Duval County Steven Weissman Palm Beach County
Jeffrey Haynes, RES 2012 Tony Hodge Award Recipient
Assessment Administration Specialist (AAS) Name Jurisdiction Sheryl Barr Palm Beach County Ed Crapo Alachua County Tracy Drake Clay County Katherine Enck Palm Beach County Gina Fletcher Leon County Sue Harlan FL Dept of Revenue Ann Hunter FL Dept of Revenue Dorothy Jacks Palm Beach County Shaun Jackson Clay County Randy Klucher FL Dept of Revenue Tim Last FL Dept of Revenue Tom Marcy Clay County Roger Suggs Clay County
More AAS designees continued on next page
Page 8
IAAO Professional Designees
Assessment Administration Specialist (AAS) cont. Name Jurisdiction George Mascellino Brevard County Kelly McLane FL Dept of Revenue Al Mobley FL Dept of Revenue Erin Moore Pinellas County Nick Nikkinen Putnam County Teresa Pulley Duval County Joel Schubert FL Dept of Revenue Robert Trampe FL Dept of Revenue Stephanie Walsh Duval County Doug Will Leon County
Cadastral Mapping Specialist (CMS) Name Jurisdiction William Burchfield
Osceola County
Angelica Cintron
Palm Beach County Palm Beach County Palm Beach County Palm Beach County Palm Beach County Palm Beach County Palm Beach County Palm Beach County Palm Beach County Palm Beach County Palm Beach County Pasco County
John Enck
Katherin Enck
Mark Gallo
Marc Grande Cheryl Horton David Nelson
Jacqueline Padilla
Wanda Pate
Theresa Scottie
Vaughn Strickland Theresa Wheeles
Personal Property Specialist (PPS) Name
Jurisdiction
David Adomatis
Palm Beach County Palm Beach County
Maryanne Deasy
Brenda Fisher
Alachua County
Page 9
IAAO Committees
Many members of the Florida Chapter of IAAO are also members on IAAO Committees. The FCIAAO was recently well represented at the first Kansas City IAAO Leadership Days held the week of February 8th, 2013.
The chairman of each committee diligently prepares in advance a meeting agenda and an IAAO staff member is assigned to each committee. Minutes are taken and later sub- mitted for a report to the IAAO Board of Directors.
Members of the Florida Chapter of IAAO who participated as committee members and who were present at Leadership days include: Name (Jurisdiction) Committee Lainie Claudio (Marion County) Member Services Ed Crapo (Alachua County) “Super Chair” Sheila Crapo (Alachua County) Communications Tracy Drake (Clay County) Councils and Sections Colleen Keene (Alachua County) Conference Content Bill Wadsworth (Affiliate Member) Chair CEAA Alice Weinberg (Seminole County) CEAA Special Committee Over 65 committee members were present for the two day session designed to expedite committee assignments and allow an opportunity for a face to face meeting with staff and fellow team members. Another objective of Leadership Days is to allow the coordi- nation of efforts between committees allowing a better understanding of each group’s goals. Committee appointments are made annually by the current IAAO President and ap- proved by the Board of Directors. The second Leadership Days will be held the first week of November to follow up on committee goals and to assess the outcome of IAAO’s International Conference on Assessment Administration.
Page 10
2012 Education Week
In an effort to better serve our members and stay true to our mission statement, we created Education Week. We wanted to make sure our Tangible Personal Property professionals had a time to meet that was more conducive to their schedules and to in- sure our members had additional opportunities to attend much needed IAAO courses. After a poll of the jurisdictions, it was found that IAAO Course 102 and 300 were needed. We had 30 attendees for Course 102, 26 attendees for Course 300 and 71 attendees for the TPP seminar. The following pages contain the presentations that were presented at the TPP seminar.
Page 11
2012 TPP Seminar
Building a Collectable Tangible Personal Property Tax Roll
John Power, CFCA Alachua County Tax Collector Office Jon Costabile Alachua County Tax Collector Office
Online Tangible Filing in Florida
Brandon Harris Bruce Harris & Associates
Click on Presentation to Launch
Page 12
2012 TPP Seminar
Revisiting Inutility Penalties
Robert Svoboda, ASA Integrity Valuation
Understanding Electric Cooperatives in Florida
Jim Pence, ASA Florida Valuation Services, Inc.
Click on Presentation to Launch
Page 13
2012 TPP Seminar
Here Today, Gone Tomorrow
Curtis D. Storz UHY Advisors SALT, LLC
FPL: Shining a light on Florida’s future
Christopher Cothran Florida Power and Light
Click on Presentation to Launch
Page 14
2012 TPP Seminar
Wireless Telephone Data Networks - Yesterday, Today and Tomorrow and How to Value it
Kevin Snow AT&T
Bringing Technology to the Field in TPP
Steve Weissman, RES, CFE, MBA Palm Beach County
Click on Presentation to Launch
Page 15
2012 TPP Seminar
Quick tricks & making Excel work for you
Patsy Pate Alachua County
Legislative & Legal Update
Hon. David Johnson, CFA Seminole County Property Appraiser
Click on Presentation to Launch
Page 16
2013 Legal Seminar
At our Annual Conference we also like to host a one or two day educational semi- nar on a current hot topic issue. For 2013 we have decided to tackle those pesky “dirty deeds”. The Florida Chapter is privileged to have secured two experts in the field, attorneys Scott Krasny and Cliff Rhoades who will address some of the issues that arise while working deeds. In order for the attendees to get the most out of the seminar, we asked that they submit specific deed issues they’re working with to the experts ahead of time, to
insure the answers provided were as specific as possible. To date, pre-registration activity has been very brisk.
Page 17
2013 Annual Conference
We have a very exciting Annual Conference planned for this year in beautiful and sunny Sarasota, Florida. The first day of our Annual Conference we have a Gen- eral Session with information for all attendees followed by a Welcome Reception sponsored by one of our vendors. The second day is specialization day where our members can attend presentations from the Real Estate Track, Exemptions Track or the IT/GIS Track. We cap off the second day with our dinner Banquet and Annual Business Meeting. The third, and final day, of the conference we have Networking Breakfast followed by legislative and legal update presentations. All in all, it is a very busy three days full of education, networking and fun. As of the middle of April we already have 186 attendees registered.
Page 18
2013 Annual Conference
Wednesday, May 1st - General Session “IAAO Comments” Rob Turner - IAAO President
“Social Media Best Practices & Compliance” Andrew Williams, PhD
Rob Turner IAAO President
“Florida Tax Trends And Outlook, Tax Roll Submittal Update” Andrew Collins, FL Dept of Revenue
“Know your Chapter”
Nick Nikkinen FCIAAO Vice President Doug Will FCIAAO Treasurer
Welcome Reception
Thursday , May 2nd - Real Estate Track “Statewide Ag Issues”
Attorney Will Sheppard - Hillsborough County
“Outlook for Florida Real Estate” Timothy S. Becker, CCIM - Director of the Bergstrom Center for Real Estate at the University of Florida
“Recent Litigation on Golf Courses & the Marina Jack Property” Jeff Pflugner Legal Counsel - Sarasota County
“Valuation of Mobile Home Parks”
Terry Taylor, RES - St Lucie County
Banquet & Annual Business Meeting
Timothy Becker, CCIM Bergstrom Center for Real Estate
Page 19
2013 Annual Conference
Thursday, May 2nd - Exemptions Track “Qualifying for the Combat Wounded Veteran’s Discount”
Hon. Pam Dubov, CAE, CFA - Pinellas County Property Appraiser
“The 2012 Constitutional Amendments and 2013 Legislation” Hon. Roger Suggs, AAS, CCF, CFA - Clay County Property Appraiser
“Tax Liens from Start to Finish: What the Tax Collector wants us to know” Scott Tussing - Manatee County; Marion & Pinellas Tax Collector staff
“Legal Decisions that Impact Exemptions” Amanda Coffey - Pinellas County
Thursday, May 2nd - IT/GIS Track “Creating an Online Resolution Center” Wendy Sapp - Alachua County
“Paperless Reappraisal”
Matt Bryant - Bruce Harris & Associates
“Online and Mobile Map Applications”
Cheryl Coley Sarasota GIS Department
Cheryl Coley - Sarasota GIS Department
“TRIM Notice PDF’s & Integrating VAB into your CAMA System”
Lee Herbst, CFE, MCSD & Sherry Sherouse, CFE - Marion County
Friday, May 3rd - General Session Networking Breakfast
“Legislative Update”
Hon. Bill Furst, CFA - Sarasota County Property Appraiser
“Legal Update”
Attorney Will Sheppard - Hillsborough County
Page 20
FCIAAO Website
Events Webpage All FCIAAO events as well as Depart- ment of Revenue and other requested events are listed on our website’s Events page. Our website employs specialized software, enabling our members to get their agenda, regis- ter for a conference or seminar and go to the hotel site to make reserva- tions all from our Events page.
Click on Webpage to launch
Presenter Materials All educational materials pre- sented at FCIAAO conferences or seminars are made available on our website at our Presenter Ma- terials page.
Page 21
FCIAAO Website
Membership Directory All FCIAAO members are allowed to access the FCIAAO Membership Directory. This directory helps make networking and keeping track of contacts easier, since members update their own infor- mation as it changes.
Click on Webpage to launch
Job Opportunities FCIAAO jurisdictions have the ability to post open positions to better reach professionals in the mass ap- praisal industry. Likewise, members have the ability to see what other opportunities are available to them.
Page 22
Newsletters
This year the FCIAAO updated our Newsletter format by using new FlippingBook software. The new format delivers a clean modern design that allows users to zoom, search for text and save as a normal PDF document. The software auto- matically detects the readers operating system and will work on iPads, iPhones, Android devices as well as PC and Mac computers. So no matter their platform, our membership is never out of touch.
Page 23
Newsletters
Our newsletters generally consist of: Cover Piece President’s Message IAAO Report Submitted Articles FCIAAO Member Spotlight County Spotlight Legal Corner
From the Peanut Gallery (Editorial) Upcoming Events/Save the Date
Click on Newsletter to launch
Page 24
FCIAAO Committees
The FCIAAO Executive Board could not do the job they do without the help of their outstanding Committee volunteers. Committees provide an excellent way to be in- volved whether to suggest specific topics or when looking for networking opportu- nities within your specialization.
Exemptions Steering Committee
Marsha Coleman, CFE
Citrus County
Erin Moore, AAS, RES, CFE
Pinellas County
Scott Tussing, CFE
Manatee County
Paulette Stearns, CFE
Hernando County
Anne Wetherington, CFE
Orange County
Megan Hill
St Johns County
Karen Jones
Okaloosa County
Tim Bean
Palm Beach County
Angela Paulauskas
Alachua County
Tangible Personal Property Steering Committee Brenda Fisher, PPS, CFE (Chair)
Alachua County
Sharon Hatala, CFE
Indian River County
Kimberly Delano, CFE
Marion County
Presentation Research Committee Russell Counts, Jr., CFE
St Lucie County
Vincent Rahal, CFE
St Lucie County
Gina M Fletcher, ASA, CFE
Leon County
Page 25
FCIAAO Committees
Professional Development Committee Michael Chaves, CAE
Miami-Dade County
Tracy S Drake, CAE, RES, AAS, CFE
Clay County
George Mascellino, CAE, AAS, CFE
Brevard County
Scott T Smiles, RES, ASA, CFE
Palm Beach County
Mark Gallo, CMS
Pasco County
IAAO Florida State Representatives Sheila Crapo, CFE
Alachua County
Dorothy Jacks, AAS, CFE
Palm Beach County
Lainie Claudio, CFE
Marion County
FCIAAO By-Laws
The Florida Chapter’s By-Laws were last updated July 26, 2010 in order to ac- commodate changing times and technol- ogy. They now allow the Executive Board to be more flexible with how we communicate with the membership and do business in general.
Click on Document to launch
Page 26
FCIAAO Executive Board Members
President
Mission Statement:
Nick Nikkinen, AAS, CFE
To offer relevant educational opportunities in ad valorem appraisal and administration, and to promote professional development of our members.
Vice President
Alice Weinberg
2nd Vice President
Todd Finlayson, CFE
Treasurer
Doug Will, AAS, CFE
Secretary
Brian Loughrey, CFE
Membership Director
Katie Casey, CFE
Director
Justin Edwards, CFE
Director
Tracy Drake, CAE, RES, AAS, CFE
Director
Click on name or office to launch webpage
Marsha Coleman, CFE
Immediate Past President Lainie Claudio, CFE
Page 27
FCIAAO Board Meetings & Minutes
Since the FCIAAO Board is comprised of members from jurisdictions from the north, middle, south, east and west of Florida we have come up with many different ways to meet to get our business done. We physically meet at our annual conference and seminars, and also schedule a yearly summer retreat where we can meet over the weekend generally at a hotel we are scouting for an upcoming conference. This weekend gives us the opportunity to get a lot of work done and really get to know our fellow board members. For those times in-between we meet virtually via our video conferencing software Megameeting. It’s a great way to share our thoughts, make sure we’re on the right track and stay engaged with fellow board members. Plus it saves on travel expense which is always a good thing! FCIAAO Executive Board Meeting Minutes August 4, 2012 - Summer Planning Workshop - Daytona Beach, FL October 30, 2012 - Board Webinar Meeting December 4, 2012 - Education Week Board Meeting - Lake Mary, FL March 8, 2012 - Board Meeting - Seminole County, FL April 30, 2012 - Pre-Annual Conference Board Meeting - Sarasota, FL
Click on Meeting date to launch Minutes
FCIAAO Board Video Conference Meeting
Page 28
What’s Cooking
FCIAAO Central Sales Repository In times of slim sales we often found ourselves saying ‘it sure would be nice to have a central sales repository’ so we have decided to build one. Still in the planning stages, the central repository would help many of our smaller jurisdictions, especially with specialty type properties.
FCIAAO Forms and Documents Repository
We are working on putting together a repository of all of the various forms and documents that our offices use. This would be a place to go for ideas when looking to update or improve forms or documents that currently just don’t seem to get the job done. There is no use in recreating the wheel. Usually if you have a problem in your office, odds are another office has had the same problem and created a form to address it. Now FCIAAO members will have a place to peruse these creative solu- tions. All offices are invited to send in copies of forms or documents they are par- ticularly proud of.
Historical Docs Project Florida Chapter IAAO historical documents from the year the organization was established in 1987 through 2011 were reviewed, scanned and placed on a jump drive for easy access and storage. The documents included min- utes, newsletters, conference agenda's, financials, and other historical data. Storage of the archival information had been an issue in past years as the number of boxes of hard copies continued to multiply. Though they were labeled in an organized manner, it was still difficult to find specific entries. Not only was it inconvenient for the data to be passed down to the next Secretary as the leadership changed, but also there was great concern that
Minutes from 1987 FCIAAO Board Meeting
the archived information might be lost while in storage or moved. Some of the docu- ments were already fading and crumbling. When the project began in 2011, the boxes filled the back of a large SUV and were subsequently placed on a jump drive totaling 1.8 GB. It is now archived in a safe and convenient manner.
Page 29
Event Photos
Mission Statement
“To offer relevant educational opportunities in ad valorem appraisal and administration, and to promote professional development of our members.”
www.FCIAAO.org
Made with FlippingBook