2020 Winter Newsletter

Florida Chapter of IAAO

Winter 2020

Staying Appraised

CONFERENCE INFORMATION 2020 FCIAAO Annual Conference April 29 - May 1 Hilton Ft Lauderdale Marina

INSIDE THIS ISSUE

The 2020 FCIAAO Annual Conference will be held April 29, 2020 through May 1, 2020 at the Hilton Ft Lauderdale Marina. The Chapter will be offering IAAO Workshop 158: Highest and Best Use and Workshop 851: RES Case Study Review Workshop. FCIAAO’s own Pat Alesandrini, MAI, SRA, CAE, RES, CFE (Hillsborough County) and Kevin Hayes, MAI, CAE, RES, CFE (Pinellas County) will be instructing these Workshops. See page 4 for conference, workshop and hotel information. Do you know someone who should be recognized for their signif- icant contributions to the Florida Chapter? Nominations are now being accepted for FCIAAO Member of the Year and Lifetime Achievement Award. See page 5 for more details. Be sure to check out the Presidents Message on pages 2-3 for information about changes and additions to the Chapter’s Vision Statement, Mission Statement, Core Values, Strategic Plan, FCI- AAO Procedural Rules , and our FCIAAO By-Laws . Have you updated your profile information lately on the FCIAAO Website? Changed positions, earned a designation, became a member of International IAAO? Visit www.FCIAAO.org and log- in to your account today.

President’s Message…………….2-3

2020 Annual Conference..……….4

FCIAAO Award Nominations…….5

County Spotlight……………………6

IAAO Education Calendar……….7

Prof. Des. Spotlight…………………8

2019 TPP Seminar Recap……........9

Member Benefits....……………….10

Member Spotlight…….................11

Prof. Des. Committee …..……12-13

Job Opportunities………...………14

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Winter 2020 Newsletter of the FCIAAO

2019-2020 FCIAAO

PRESIDENT’S MESSAGE

EXECUTIVE BOARD

Hopefully this message finds you all well in this New Year. By now, things have proba- bly settled down, with the kids back in school and everyone back to work. I am thankful for the time off, but really do look forward to getting back to work and into my routine. Since my last message to you, your board has been working to complete our strategic plan. We had a one day meeting in Kis- simmee (big thanks to the Honorable Katri- na Scarborough for the use of her facilities)

PRESIDENT Pat Alesandrini, MAI, SRA, CAE, RES, CFE Chief Deputy Hillsborough County

VICE PRESIDENT

Justin Edwards, AAS, PPS, CFE Office Operations Supervisor Putnam County

2 ND VICE PRESIDENT

Pat Alesandrini, CAE, RES, MAI, SRA, CFE

Wendy Sapp, AAS, CFE Administrative Analyst II Alachua County

and then two follow up meetings by phone and another at the Personal Property Seminar. Well, the strategic plan is in place and ready for dis- tribution. This is a living and breathing document to provide ongoing direction to future board and committee members as they make deci- sions for our chapter. A copy of the strategic plan can be found on our web site. If you click on the “ About ” tab, you will find our Vision State- ment, Mission Statement, Core Values, Strategic Plan, FCIAAO Proce- dural Rules , and our FCIAAO By-Laws . Please take time to read and get to know our organizational documents. We have begun the process of replacing our outdated electronic equip- ment on an ongoing basis. An inventory and report was made to the board, who took action on this process. Our Florida Chapter once again, received the Chapter/Affiliate of the Year Award and the Virginia Cup , by a very wide margin. It is a testi- mony to the dedication of our members and your hard work in pursuing professional designations in IAAO. Congratulations to all new design- ees, their Property Appraiser, and staff that supported you in your ef- forts. We voted to make a few minor changes to our procedural rules. Some of these changes were housekeeping, such as references to the interna- tional organization. Other items included making the Professional Des- ignations Committee a standing committee and not a special commit- tee. This action is in keeping with our Mission Statement and Core Val- ues of our strategic plan. An additional change was the development of a classification of Task Forces. The concept of the task force is being taken from the IAAO International and the intent is very specific. The task force is a specialty group created, only when needed, by the execu- tive board to carry out a specific task or to do research and advise. The task force is only in operation for a specific time frame and once their assigned task is completed, the task force disbands. It is very timely and allows for the collection of experts in a particular area to come to- gether without a lengthy time commitment. We are looking forward to

TREASURER

Christopher D. Mitts, PPS, CFE Senior TPP Appraiser St. Lucie County

SECRETARY

Kenny Pennington, CFE, CBC Chief Deputy Osceola County

MEMBERSHIP DIRECTOR

Dee Dee Harnish, AAS, RES, CFE Director, Valuation Services Monroe County

DIRECTOR

Kevin D. Hayes, MAI, CAE, RES, CFE Deputy of Appraisals Pinellas County

DIRECTOR

Wynta Loughrey, RES, CFE Assistant Residential Valuation Manager Sarasota County

DIRECTOR

A. Renee Large, AAS, EA, CFE Director Administrative Services Clay County

IMMEDIATE PAST PRESIDENT

Katie C. Grasso, AAS, CFE Administration Services Manager Seminole County

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Winter 2020 Newsletter of the FCIAAO

PRESIDENT’S MESSAGE (CONTINUED)

being able to get more members involved and at the same time, make executive board members more accessible to the membership. The TPP Workshop and Seminar was held the week of December 9 th and we had 22 people attend the pre-conference USPAP class and 77 people attended the conference. It was a very good turn-out for both events and we received very positive feedback. We are now working toward the presentation of our Annual Conference to be held April 29 - May 1, 2020 at the beautiful Hilton Fort Lauderdale Marina. Pre-conference education will be April 27 – 29 and will include IAAO Course 851 (RES Case Study Review Workshop) and IAAO 158 (Highest and Best Use). The president of IAAO, Amy Rasmussen, RES, AAS, will be joining us and taking part in our program. We are very excited to have Amy here with us for our conference this spring. We will be raising moneys for a local charity again this year, The Pantry of Broward, Inc. This organization serves seniors on low, fixed incomes and grandparents raising their grandchildren throughout Broward County. Please check out their web site https://www.thepantryofbroward.org/what-we-do/ .

As we begin this new decade, I look forward with great anticipation to the growth and expansion of our Florida Chapter. It is an exciting time to be part of our great organization.

Pat Alesandrini, CAE, RES President

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Winter 2020 Newsletter of the FCIAAO

2020 FCIAAO ANNUAL CONFERENCE

Mark your calendars! The 2020 FCIAAO Annual Conference will be held April 29 through May 1, 2020 at the Hilton Fort Lauderdale Marina. In addition to the General Sessions, there will be four tracks covering Real Estate, IT/GIS, Exemptions and Administration. We will have presenters covering top- ics such as: Commercial Real Estate Public Records Requests DOR Audits/Edits

Paperless Data Collection

Portability

VAB preparation

Homestead Fraud

Human Resources

DAVID Applications

For more details, visit the Events tab at FCIAAO.org . Register by April 3rd to ensure special confer- ence pricing. We look forward to seeing you in April.

PRE-CONFERENCE EDUCATION

Take advantage of Pre-Conference Education even if you are not able to attend the 2020 Annual Con- ference. The FCIAAO will be hosting IAAO Workshops 158 and 851 prior to the conference April 27 through 29. Workshop 158: Highest and Best Use is designed to provide students with a more in-depth study and understanding of the role and purpose of highest and best use in the appraisal process. This workshop will provide 15 IAAO recertification credit hours. Workshop 851: RES Case Study Review Workshop provides a topical review and case study for the val- uation of residential property. This workshop will provide 18.5 IAAO recertification credit hours.

Visit IAAO.org for full Workshop descriptions and reserve your seat at FCIAAO.org .

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Winter 2020 Newsletter of the FCIAAO

FCIAAO AWARD NOMINATIONS

The Florida Chapter of IAAO takes pride in recognizing the individual achievements of our members in the assessment industry. FCIAAO members are encouraged to nominate fellow members for the Member of the Year Award and Lifetime Achievement Award . All nominations are voted up- on by the FCIAAO Executive Board. Nominations must be submitted to the FCIAAO Vice President at least 60 days prior to the FCIAAO Annual Conference.

Member of the Year - Submit Nomination

Must be a FCIAAO Regular, Subscribing or Associate Member (in good standing) who has made a sig- nificant contribution to the realization of the FCIAAO mission in his or her career. The recipient shall receive complimentary registrations (non-transferable) to the TPP Seminar and FCIAAO Annual Con- ference immediately succeeding the conferring of the award.

2019 Winner - Terry Taylor, CAE, RES, AAS, CFE

Lifetime Achievement Award - Submit Nomination

Must be a FCIAAO Regular, Subscribing or Associate Member (in good standing with at least 15 years of FCIAAO membership) who has made significant contributions to the Chapter through active partici- pation in its activities and who has made an outstanding contribution to the realization of the FCIAAO mission in his or her career. The recipient shall receive complimentary life FCIAAO membership and registrations (non-transferable) to the TPP Seminar and FCIAAO Annual Conference immediately suc- ceeding the conferring the award.

2019 Winner - Hon. Roger Suggs, CFA, AAS 2019 Winner - Hon. Ed Crapo, CFA, AAS

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Winter 2020 Newsletter of the FCIAAO

COUNTY SPOTLIGHT: JACKSON COUNTY

Jackson County is Florida’s 3rd oldest county and was established by An- drew Jackson in 1822. It was created by an act of the Territorial Legisla- ture while meeting at Fifteen Mile House near Pensacola. The county originally stretched from the Choctawhatchee River to the Suwanee Riv- er, and from Alabama and Georgia to the Gulf of Mexico. There were no towns when it was formed. The first county court met at what was called (Robinson’s Big Spring) (later called Blue Springs) in 1822 and then at the (Big Springs Choctawhatchee) in 1823. The following year the county court met at (Chipola Settlement), which is also known as Waddell’s Mill Pond. After a bitter and extended controversy, between the two towns of Mari- anna and Webbville, Marianna became the permanent county seat of government January 21,1829. Marianna was founded in 1827 by Robert and Anna Maria Beveridge who purchased 3 eighty acre tracts of land on a beautiful bluff along the Chipola River. They, together with associates, donated land where the first of three courthouses were to eventually stand on the same square. Marianna’s rival town in controversy over location of the county seat, Webbville, located about nine miles north-

Hon. Rebecca Morris-Haid Property Appraiser

west of Marianna, has long since passed from existence. Hardy pioneers poured into the Country, blazing their way through a virtual wilderness to establish their new homes. Eventually, and typical of the deep south, cotton became “king” and numerous large plantations thrived on this “fleecy” cotton economy. It is still known for its cotton as well as the peanut industry. The county is comprised of 602,880 acres of land, of which 41,534 are in agriculture usage. The total parcel count is 39,132 with 9,082 parcels having an agriculture classification. Jackson County is home to one of the most haunted bridges in Florida; the Bellamy Bridge which is said to be haunted by Elizabeth Bellamy since the early 1800’s. There is also another infamous haunt- ed house, The Joseph Russ House which currently houses The Visitor’s Center for the county.

Jackson County has the only walk-through cave tour in Florida, located at the Florida Caverns State Park in Marianna. Another noteworthy attraction the county is noted for, is Merritt’s’ Mill Pond which consists of 202 acres. The “Mill Pond” as it is fre- quently called is known for its crystal clear spring water. The spring produces more than 64.6 million gallons of water a day which comes straight from the Blue Springs Reservoir and maintains a year round temperature of 68 degrees. Blue Springs has a very complex system of caves and is used quite often by scuba divers.

Real Property Parcels

39,132

Tangible Accounts

1,576

Just Value

$2,987,898,761

Taxable Value

$1,510,183,969

Employees

14

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Winter 2020 Newsletter of the FCIAAO

IAAO EDUCATIONAL CALENDAR

IAAO 101—Fundamentals of Real Property Appraisal

West Palm Beach | June 1-5

IAAO 112– Income Approach to Valuation II

West Palm Beach | March 23-27

The Palm Beach County Property Assessor sponsors the offerings listed above. For more details, contact Mike Pratt (561) 355-4021 or mpratt@pbcgov.org

IAAO 101—Fundamentals of Real Property Appraisal

Orlando | Feb 24-28

IAAO 500– Assessment of Personal Property

Orlando | March 9-13

The Orange County Property Appraiser sponsors the offering listed above. For more details, contact Frances Luciano (407) 836-5277 or fluciano@ocpafl.org

IAAO 101—Fundamentals of Real Property Appraisal

Tallahassee | March 9-13

IAAO 400—Assessment Administration

Tallahassee | March 9-13

IAAO 601 - Cadastral Mapping—Methods & Applications

Tallahassee | March 9-13

The Florida Department of Revenue/Property Tax Oversight Program sponsors the offerings listed above. For more details, contact Meghan Miller (727) 588-6856 or Meghan.miller@floridarevenue.com

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Winter 2020 Newsletter of the FCIAAO

PROFESSIONAL DESIGNATION SPOTLIGHT

Name: Sage Sullivan

County: Duval

Position: TPP Division Chief

Briefly describe your appraisal/assessment experience. I started my career as an appraiser trainee here in Jacksonville in 2005. However, my career as a fee appraiser was short lived thanks to the housing crash. From there I worked for an appraisal management company (AMC) in client services – I managed the relationship between the banks and the AMC, assisting with work flow assignments, quality assurance, and overall client management.

I started with the Duval County Property Appraiser’s Office in 2013, where I have had experience as both a residential and commercial appraiser. I have been in the Tangible Personal Property Department for a year and have learned a lot! TPP is a whole other animal when comparing it to real estate, yet the same appraisal theories and standards still hold true. Why did you pursue the RES designation? I find continued learning to be an imperative part of my career path. After obtaining my CFE, it was clear to me that I wanted to take the next step and earn the RES designation. At the start of the pro- cess, I was working as a Residential Appraiser. Now, being in the Tangible Department, I will have to start working on the PPS designation next! Sage Sullivan RES, CFE What was one of the biggest challenges you faced while pursuing your RES designa- tion? For me, the main challenge was finding balance. I am also in graduate school part time, so finding the time to dedicate to both school and the designation was difficult. But I found that sticking to a schedule and setting aside time specifically for studying helped me get through it. What advice/suggestions would you give to someone considering an IAAO designa- tion? I started making flashcards with the first class (101) and continued building my flashcard stack with every class. When studying for the master and case study exams, the entire collection of flashcards covered everything . And, by creating them as I went, it wasn’t as daunting of a task. What are some benefits of being an FCIAAO member? I have found other FCIAAO members to be very knowledgeable and helpful. The Florida Chapter is very active – providing newsletters, multiple class offerings, and actively involved members. What is your favorite vacation and/or hobbies you enjoy? My favorite vacation was my honeymoon in Ireland – however, there have been so many amazing trips, it’s hard to isolate just one. My husband and I have set a goal to get our passport stamped at least once a year. Most recently was a trip to Cuba, and Scotland is in the books for next year! Which television game show (past or present) would like to be on? Why? I have always wanted to be on the Price is Right. It is by far my favorite show and my guilty pleasure if I am home on a week day!

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Winter 2020 Newsletter of the FCIAAO

2019 TPP SEMINAR AND EDUCATION WEEK RECAP

The 2019 TPP Seminar and Education Week drew a large crowd this year to Kissimmee, Florida on December 9 th -13th, 2019. We had 23 professionals attend IAAO Workshop 151 and 77 professionals at the seminar. We enjoyed a packed educational week! Prior to the seminar, we offered IAAO Workshop 151: National USPAP, taught by Kevin Hayes, MAI, CAE, RES, CFE. This workshop does fulfill one of the educational requirements for an IAAO designa- tion. One of the goals of the chapter is to promote a well-rounded educational offering for all chapter stakeholders. If you are interested in a specific course or topic, or need more info regarding an IAAO designation, please let us know. On Wednesday afternoon Nils Hallberg, CFE and TPP Steering Committee chair, welcomed attendees to Kissimmee and the seminar. The two and a half day seminar is designed to cover topics directly re- lated to Tangible Personal Property. It gives the professionals in this field a chance to network and connect with fellow TPP colleagues and learn more about what is trending in this field. On Thursday, the theme was Industry speaking about topics in their respective fields. Ruben Miranda from Duff and Phelps gave the group an update on 5G and how it could be rolled out. Tom Flowers from FPL gave a presentation on their growing solar development across the state. Will Shepherd gave two presentations on TPP and Assemblage Costs and a TPP Legal Update as the second presenta- tion. Finally, at the end of the day we once again played TPP Jeopardy with Steve Weissman as our host with Neoto McCullough from Escambia County retaining her title as champion. The conference ended Friday, with Steve Weissman moderating a presentation done by Palm Beach, Escambia and Orange Counties on various ways to use technology, may it be online filing or field in- spections in the TPP department. Justin Edwards moderated the Best Practices panel and we closed the seminar with David Adomatis winning a free stay at the hotel. Opening the Wednesday agenda was David Adomatis doing a presentation on Excel. Following David was Gwen Klaiber going over Billboard valuation.

For those members that missed the seminar, presenter materials can be found on the FCIAAO web- site, under the Members link. We hope to see everyone for Winter 2020! Details to Come!

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Winter 2020 Newsletter of the FCIAAO

FCIAAO MEMBERSHIP BENEFITS

There are many reasons to become a member of the FCIAAO!

As a member, you have access to the FCIAAO Member Directory Search. Here you can search mem- bers by name, primary specialization, or jurisdiction. It’s a great way to connect with fellow members. Members have access to presenter materials from past TPP and Annual Conferences, back to 2008, as well as to current and archived newsletters.. Board minutes are available as a member benefit which keeps you updated with changes and upcom- ing business of the Executive Board. FCIAAO members receive a discount on the TPP Seminar and Annual Conference registration fees as well as pre-conference educational offerings.

Click HERE to join today!

APPRAISAL TERMINOLOGY 101

General Warranty Deed - The most common type of deed, a general warranty deed, implicitly promises that (1) the grantor owns the property and may convey title, (2) there are no hidden liens against the property, (3) no ne else has better title to the property, (4) the grantor will obtain and de- liver documents needed to make good the transfer, and (5) the grantor will be liable for damages if fu- ture competing claims to the property prove valid.

Source: Glossary for Property Appraisal and Assessment.

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Winter 2020 Newsletter of the FCIAAO

MEMBER SPOTLIGHT: TOD ABRAHAMSON

Name: Tod Abrahamson

County: Sarasota County

What do you do for the PA?

I am the Residential Valuation Supervisor at a satellite office in the southern part of the county and I am responsible for the residential valuations of our barrier islands and many of our waterfront properties.

How long have you been employed by the PA?

I am coming up on my 12 th year anniversary.

Tod Abrahamson CFE

What do you like most about your job?

The outstanding crew we have working at our office makes my job fun and interesting every day.

Where were you born?

Portland, Oregon

Where was your best vacation ever?

It would probably have to be last summer when my wife and I, along with our 2 amaz- ing daughters (ages 10 and 7) started out of Denver in a rental car and crossed the Rockies, hiked on a snowy glacier in July, swam in natural hot springs, visited family in Salt Lake City, and then cruised down through Arches National Park and Moab, Utah, before crossing back across the Rock- ies on our way back to Denver.

What are your hobbies?

My hobbies include anything involving na- ture and the outdoors: hiking, biking, camp- ing, paddle boarding, traveling.

What do you plan to do when you re- tire?

I think it would be fun to load up an RV and spend a few months or more exploring parts of the country I have yet to visit; maybe an epic road trip from Florida to Alaska or something along those lines.

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Winter 2020 Newsletter of the FCIAAO

PROFESSIONAL DESIGNATION COMMITTEE NEWS

I hope everyone had a joyous holiday season and enjoyed some time off from work! I needed some time to re-charge my batteries and prepare for another exciting year. It appears the Florida Chapter is poised to have another successful year in producing new IAAO professional designees. Within the next month (or so) I will begin notifying chapter members who will be eligible to receive the Tony Hodge Educational Award at the 2020 FCIAAO Annual Confer- ence in Fort Lauderdale. The FCIAAO Procedural Rules (as amended) specify eligibility of the award, as follows:

Tracy Drake, CAE, ASA, RES, AAS, CFE

The Tony Hodge Educational Award may be granted to FCIAAO reg- ular members who earn their IAAO designations. The Executive Board

shall recognize newly designated members at the successive FCIAAO Annual Conference and may present them with a $500 check. To be eligible, new designees must be a FCIAAO member in good standing for at least 12 consecutive months prior to being awarded their designation and receiving the award. New designees must provide a copy of IAAO’s letter conferring the designation, or a copy of the designation certificate, to the PDC Chairman, or a member of the PDC. Tony Hodge recipients must be registered for the respective annual conference to be eligible to participate in the awards presentation.

New designees should email a copy of IAAO’s letter conferring the designation (or certificate) to tdrake@ccpao.com . The deadline to submit is Wednesday, April 22, 2020 . Don’t miss out!

2020 IAAO ANNUAL CONFERENCE

The 2020 IAAO Annual Conference will be here before you know it. This years conference will be held in Denver, Colorado from August 30 through September 2. The IAAO is still looking for individuals to present at the conference. Deadline for submission is January 31st. For more information and to regis- ter early, visit IAAO.org .

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Winter 2020 Newsletter of the FCIAAO

PROFESSIONAL DESIGNATION COMMITTEE NEWS

DID YOU KNOW?

Pursuant to IAAO Procedural Rules (section 10), the Certified Assessment Evaluator (CAE) designa- tion requires a bachelor’s degree (or higher) and the Residential Evaluation Specialist (RES), Mass Ap- praisal Specialist (MAS), and Personal Property Specialist (PPS) designations require an associate’s degree (or higher) from an accredited college or university. However, designation candidates may now receive credit for years of appraisal/assessment administration experience, specific subject area college coursework, or a combination thereof in lieu of holding a degree.

Bachelor’s Degree Alternatives: • Ten years of full-time appraisal/assessment experience, or • Thirty hours of accredited college course credit in specific subjects, or • A combination of experience and college credits. Associate’s Degree Alternatives: • Seven years of full-time appraisal/assessment experience , or • Twenty-one hours accredited college course credit in specific subjects, or • A combination of experience and college credits.

For more details, visit www.iaao.org .

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Winter 2020 Newsletter of the FCIAAO

EMPLOYMENT OPPORTUNITIES

Position Available

County

Residential Appraiser I

Indian River County

Data Collector

Martin County

Commercial Real Estate Appraiser Analyst I

Orange County

Commercial Real Estate Appraiser Analyst II

Orange County

Commercial Real Estate Field Appraiser I

Orange County

Commercial Appraiser

Osceola County

Residential Appraiser III

Palm Beach County

Commercial Appraiser

Polk County

Deed Analyst

Polk County

Land Appraiser

Polk County

Tangible Appraiser

Polk County

Residential Field Appraiser

Sarasota County

Click HERE to view more information on the FCIAAO Employment Opportunities page.

To post a job opportunity on the FCIAAO website, please email your job posting to Justin Edwards, Webmaster. It is the policy of the Chapter to only post job opportunities for member jurisdictions and subscribing member entities.

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Winter 2020 Newsletter of the FCIAAO

Mission Statement

“FCIAAO is a statewide community of mass appraisal experts, who offer education and

professional development opportunities in ad valorem appraisal, administration, and tax

policy.”

A publication by the Florida Chapter of International Association of Assessing Officers

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Winter 2020 Newsletter of the FCIAAO