Summer 2024 FCIAAO Newsletter

SUMMER 2024

FLORIDA CHAPTER OF THE IAAO

VOL . 36 ISSUE 3

STAYING APPRAISED The prestigious Virginia Cup is once again up for grabs and will be awarded this year in Denver, Colorado. Back in 1990, the Virginia Association of Assessing Officers issued a challenge to other states and provinces to increase the number of individuals earning an IAAO Professional Designation. This challenge aims to elevate professionalism in the assessing field. The Virginia Cup, symbolizing this achievement, is awarded annually to the state or province with the highest number of new designees during the award period. Our Chapter has claimed this award a record 12 times since its inception. This Chapter and its members continue to demonstrate our dedication to education and enhancing the professionalism in the assessing field. Cross your fingers for number 13! 2024 IAAO CONFERENCE DENVER VIRGINIA CUP WATCH 2024 We were supposed to be in Denver, Colorado in 2020, but a pandemic put that on hold.... until 2024! From August 25-28, assessing professionals from all over the world will descend upon Denver to learn, network and celebrate this important profession.

INSIDE THIS ISSUE President's Message 2 TPP Conference 3 2024 Conf HIghlights 4-5 FCIAAO Exec Board 6 IAAO Election News 7 Committee News 8 Prof. Desig. News 9 Education News 10 Scholarship Winner 10 County Spotlight 11 Member Spotlight 12 Sage Advice 13 Education Calendar 16 Guest Top 10 17 Terminology 101 18 Job Opportunities 19

Every year, one of the highlights of the conference is the opening key note speaker. This year should be no different as attendees will hear from NFL legend and Superbowl MVP for the Denver Broncos, Terrell Davis. The key note speaker sets the tone for the conference and we cannot wait to listen to this hall of famer.

During the three days of presentations, many of our Florida Chapter members are participating as presenters. Jackie Warr, RES, Sara Delli Fraine, RES and Michael Daly, RES, from Pinellas County will be sharing their expertise with “Residential Valuation Tools featuring Power BI.” Terry Taylor, CAE, RES, AAS, FIAAO, Orange County, will be delivering “Residential Valuation Using IPads.” On Wednesday, Becky Robinson from Palm Beach County will delve into social media strategies for the Assessor’s Office. Good luck to these presenters! Pat Alesandrini, CAE and a distinguished panel of professionals will be unveiling IAAO’s New Tool for Basic Market Analyses. This is a free, new member benefit which will assist assessing professionals with meaningful insight into time trend analysis, depreciation schedules and more. If any of this has sparked your interest, register to attend this amazing educational opportunity!

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2024-2025 FCIAAO EXECUTIVE BOARD

PRESIDENT'S MESSAGE

The heat is on! Could it be any hotter? I hope that all of you have recovered from a long July 4th holiday weekend. Additionally this is a great time of year to come up for air after delivering a “clean” tax roll to DOR. I would like to take a minute to thank the Property Appraisers, Executive Board, Steering Committees, Vendors, Sponsors and all of the members of this great chapter for making it possible for us to have an extremely successful annual conference in Orlando. We had record attendance, relevant presentations and a great

PRESIDENT Kevin Hayes, MAI, CAE, RES, CFE Deputy of Appraisals Pinellas County VICE PRESIDENT Wynta Loughrey, RES, CFE Commercial Valuation Manager Sarasota County 2ND VICE PRESIDENT A. Renee Large, AAS, EA, CFE Chief Administrative Officer Clay County TREASURER S age Sullivan, MBA, PPS, RES, CFE TPP Division Chief Gina Fletcher, AAS, CPM, CFE Assistant Property Appraiser Leon County MEMBERSHIP DIRECTOR Kathy Rhodes, CFE Manager, Western Community Service Center Palm Beach County DIRECTOR Dee Dee Harnish, RES, AAS, CFE Director, Valuation Monroe County DIRECTOR Faith Dangerfield, AAS, CFE Director, Real Property Charlotte County DIRECTOR Lou Frey, AAS, CFE Director of Commercial Valuations Osceola County IMMEDIATE PAST PRESIDENT Christopher Mitts, PPS, CFE Appraisal & Automation Specialist St. Lucie County Duval County SECRETARY

KEVIN HAYES MAI, CAE, RES CFE

Congratulations are in order to all of the Property Appraisers who are unopposed in this year’s elections. I would also like to thank all of the Property Appraisers who are retiring at the end of this term. You have served your respective counties well and we wish you nothing but the best in your retirement. We appreciate all of your support over the years. Lastly for the Property Appraisers that have opponents, we wish you the best of luck on the campaign trail. the decision was extremely difficult. I wish that we could afford to give scholarships to all of the applicants because they were all deserving of the opportunity. I know that Philip will represent the Chapter well and I hope that he has a great experience. Enjoy your summer and I hope that you have a fun vacation planned. My parting words of wisdom are: alcohol doesn’t solve any problems but then again neither does milk! The IAAO International Conference is fast approaching, August 25-28 in Denver. The early bird registration deadline is this Monday, July 15th. Fun fact: there are over 250 medical and adult-use marijuana dispensaries in the City of Denver. It gives new meaning to “Rocky Mountain high”! I hope to see many of you at the conference. The TPP Steering Committee is busy planning their conference which will be December 9-13, 2024 at The Embassy Suites in Kissimmee. We will be offering IAAO Course 551 prior to the start of the conference. They have some amazing presentations planned. More details to follow. We had record attendance last year and are hoping to break that record this year! I would like to congratulate Philip Cruz, Commercial Valuation Analyst with the Hillsborough County Property Appraiser’s Office in Tampa. Philip is this year’s recipient of the FCIAAO scholarship to attend the IAAO International Conference in Denver. We had a record number of applications this year and time! Next year’s annual conference will be at the Hilton Daytona Beach Oceanfront Resort, April 30th to May 2nd, 2025. Put it on your calendars now because you won’t want to miss it!

Thank you, Kevin Hayes, MAI, CAE, RES, CFE FCIAAO 2024-2025 Chapter President

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TPP ANNUAL CONFERENCE

2024

Mark your calendars… the 2024 TPP Conference and Education Week will be held on December 9-13, 2024 at the Embassy Suites, Lake Buena Vista South in Kissimmee. Tangible Personal Property Committee hard at work on upcomingmeeting This year we will kick off the week with the two and a half day IAAO Workshop 551: Valuation of Machinery & Equipment prior to the TPP Conference. The conference, which starts on Wednesday,

Keep an eye out for more information to register for the TPP Conference and pre conference education on our website in the coming weeks. Update and of course, our favorite TPP gameshow! December 11, will include educational sessions provided by our TPP Steering Committee. Tentative presentations will include hospital and utilities valuation. In addition, Gerry Hoeffner will present on “Embracing Change in the Workplace.” As always, there will be a Mock VAB hearing, Legal

Attendence History

2023 2022 2021 2020 2019 2018 2017 2016 2015

110

84

97

Virtual Conference

47

77

66

79 77

76

0 20 40 60 80 100 120

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2024 ANNUAL CONFERENCE HIGHLIGHTS

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2024 ANNUAL CONFERENCE HIGHLIGHTS

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2024-2025 FCIAAO

EXECUTIVE BOARD

KEVIN HAYES

WYNTA LOUGHREY Sarasota County

Pinellas County

RENEE LARGE Clay County

SAGE SULLIVAN

Duval County

GINA FLETCHER

KATHY RHODES

Leon County

Palm Beach County

LOU FREY

FAITH DANGERFIELD Charlotte County

Osceola County

DEE DEE HARNISH Monroe County

CHRIS MITTS

St. Lucie County

FOR THE PURPOSE OF ENSURING CONTINUITY FROM YEAR TO YEAR, THE FOLLOWING TERMS OF OFF ICE SHALL APPLY: PRESIDENT: ONE YEAR TERM; VICE-PRESIDENT: ONE YEAR TERM; SECOND VICE-PRESIDENT: ONE YEAR TERM; SECRETARY: TWO YEAR TERM; TREASURER: THREE YEAR TERM; DIRECTORS (2-3) : TWO YEAR TERM, TO BE ELECTED TO SERVE BEGINNING IN ODD-NUMBERED YEARS; DIRECTORS (2-3) : TWO YEAR TERM, TO BE ELECTED TO SERVE BEGINNING IN EVEN-NUMBERED YEARS; IMMEDIATE PAST PRESIDENT: ONE YEAR TERM.

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IAAO Election: Russell becomes a qualified candidate for IAAO Region 3 seat The Honorable Scott P. Russell, CFA, RES, AAS, PPS, submitted his paperwork to become a candidate for the Region 3 position previously held by Greg Hutchinson from Howell, New Jersey. The IAAO Nominating Committee met on July 1st to confirm the candidates and he is now an official candidate as a Region 3 Director. At this time, he is the only candidate vying for the position. Director positions have a three year term.

has earned the RES, AAS and PPS designations. He also holds the ASA designation from the American Society of Appraisers. ”Looking ahead, I am eager to build upon the foundation laid by my predecessors, champion the educational opportunities provided by IAAO and demonstrate the direct relevance of the material offered and its applicability.”

Region 3 has three directors which represent 15 US States on the eastern seaboard from Florida to Maine and the District of Columbia. In addition, Region 3 includes the Caribbean nations of the Bahamas, Barbados, Grenada, Puerto Rico and the Virgin Islands. Other international countries represented include Albania, Belarus, Belize, England, India, and Malaysia. Click here for complete list. Scott has been the elected Property Appraiser in Monroe County since 2013 and has just been reelected for his fourth term. He is the current President of the Property Appraiser Association of Florida and has been on the board for five years. Scott is an approved IAAO Instructor and

2025 FCIAAO Annual Conference April 30 - may 2, 2025 daytona beach, florida

Save

the Date

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fciaao committee news Volunteers are the life blood of any professional non-profit organization. Serving on a committee gives membership the opportunity to serve and help shape and direct the paths of the organization. Participation in the committee structure is what also leads individuals to participate in additional roles in the organization, such as board membership and beyond. The Executive Board would like to thank the members of the 2023-24 Steering Committees for their hard work, effort, and support of our organization. Everything we are able to accomplish is as a direct result of your hard work! One of the duties as Vice President of our chapter is to present to the President, the list of individuals to consider for placement on the Exemption, IT/GIS, Tangible Personal Property, Real Property, Administrative, and Professional Designation committees. President Hayes has made the following 2024-25 FCIAAO Steering Committee appointments:

Administrative

Exemptions

Hon. Cregg Dalton, Citrus County Katherine Hazellief, Chair, St. Lucie Gwen Jones, Pinellas County Kenyorta Brown, Gadsden County Clarissa Foss, Duval County

Nekisha Smith, Chair, Nassau County Tran Maddox, Palm Beach County Alison Martin, Osceola County Angela Paulauskas, Alachua County Alex Luca, Pinellas County Trish Oliver, Sarasota County Veronica Jarman, Nassau County

IT/GIS

Real Property

Chris Lewis, Leon County Robert Garst, St. Lucie County Ron Waddell, Volusia County Kirt Thomas, Orange County Richard Hernandez, Chair, Palm Beach Teresa Pulley, Duval County

Terry Taylor, Chair, Orange County

Mike Russo, Monroe County Sandra Thompson, Escambia County Chris DelPo, Collier County Kelby Collier, Osceola County Jereme Jones, Okaloosa County

Audio Video

Tangible Personal Property

Justin Edwards, Chair, Putnam County

Lori Dorian, Chair, Pinellas County

Brian Loughrey,Sarasota County Will Walsh, Putnam County

Kenny Dodgen, Clay County Kristy Ashley, Brevard County Jon Carbonell, Charlotte County David Suggs, Pasco County

Professional Designation Committee Members are included in the Professional Designation News on next page.

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ProfessionalDesignation News

The FCIAAO Executive Board understands that the strength and diversity of our Chapter lies with the volunteers, committees and interaction among our members. I am pleased to report that pursuant to FCIAAO Procedural Rules, President Kevin Hayes has appointed the following members to the FCIAAO Professional Designation Committee:

Chair: Tracy S. Drake, CFA, CAE, ASA, RES, AAS (Clay) CAE Advisors: Pat Alesandrini, CAE, RES, MAI, SRA, CFE (Hillsborough) Kevin Hayes, CAE, RES, MAI, CFE (Pinellas) RES Advisor: Terry Taylor, CAE, ASA, RES, AAS, CFE (Orange) AAS Advisor: Dane Bufe, CAE, AAS, CFE (St. Johns) PPS Advisors:

TRACY DRAKE, CFA CAE, ASA, RES, AAS

The Virginia Cup is awarded to the state or province with the most new designees during the award period (July 1, 2023 – June 30, 2024) and will be awarded at the IAAO Annual Conference in Denver, Colorado. VIRGINIA CUP IR INIA C VI GI I CUP

Justin Edwards, AAS, PPS, CFE (Putnam) Christopher Mitts, PPS, CFE (St. Lucie) CMS Advisor: Rebecca Glazer, CMS, CFE (Pinellas)

IAAO is initiating the CAE Fast Track Program to allow students the opportunity to complete the Certified Assessment Evaluator (CAE) designation education requirements within 12 months and completely online. Visit IAAO.org for the educational requirements and live online course schedule. Did you know? IAAO candidates holding professional designations from the American Society of Appraisers, the Appraisal Institute, the Appraisal Institute of Canada, or the University of British Columbia may receive educational equivalencies for IAAO courses and credit (via waiver) for comparable demonstration appraisal reports.

2024

The Tony Hodge Educational Award may be granted to FCIAAO regular members who earn their IAAO professional designation. 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 24 consecutive months prior to being awarded their IAAO designation and receiving the award. Award recipients must be registered for the annual conference to participate in the awards program. New designees should email a copy of IAAO’s letter conferring the designation (or certificate) to tdrake@ccpao.com. It is the designee’s responsibility to provide proof of eligibility.

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Scholarship: FCIAAO names 90th Annual Conference Scholarship Recipient

Continuing to learn E DUCAT I ON : The TPP Steering Committee of the FCIAAO is pleased to offer IAAO Workshop 551 - Valuation of Machinery and Equipment immediately preceding the December 2024 TPP Seminar. This workshop is designed for individuals involved in assessing personal property. Sage Sullivan will be the instructor for this course which will focus on providing a formal, systematic, and comprehensive study program, specifically for machinery and equipment. Additionally, this course serves as an excellent preparation for the PPS Designation. TPP Pre-Conference Workshop Dec 9-11

The Florida Chapter of the IAAO is pleased to announce the scholarship recipient for the 90th Annual IAAO International Conference in Denver, Colorado. This year’s scholarship recipient is Philip Cruz, CFE from Hillsborough County! Philip is a Commercial Valuation Analyst and has been working at the Property Appraiser’s Office since January of 2022, Philip works on industrial property valuation as well as other commercial property types.

IAAO WORKSHOP 551: V A L U A T I O N

This workshop will cover the appraisal process for machinery and equipment, focusing on the three primary approaches to value: Cost, Sales, and Income. In the Cost Approach, participants will learn to distinguish between replacement and reproduction costs. The workshop will also address the identification of different types of

O F M A C H I N E R Y & E Q U I P M E N T

The instructor, Sage Sullivan, brings a wealth of experience and expertise to the course, having served in various appraisal roles and holding designations from the IAAO. Sage has been with the Duval County Property Appraiser’s Office since February 2013. She has a BA in Mathematics from the University of Rhode Island and an MBA from the University of North Florida. She is currently working toward a CPA licensure. Sage has two designations from the IAAO- the RES and PPS, and serves as Treasurer on the Florida Chapter IAAO Board and was formerly a member of the TPP Steering Committee. depreciation: physical, functional, and economic. Through the Sales Comparison Approach, students will explore how to estimate value using comparable sales and make necessary adjustments. The Income Approach will delve into applying capitalization rates and utilizing rental data. Finally, the workshop will teach students how to reconcile these approaches to arrive at a final value estimate.

Philip Cruz, CFE

To be eligible for the $2,000 scholarship, the applicant must be a Florida chapter member in good standing at time of application, be an IAAO member in good standing, complete a statement of need and have approval from their direct supervisor. The applicant must also be a first time attendee to the conference. The Scholarship money will cover the conference registration fee and lodging costs. There were many applicants this year and the Executive Board had some very hard decisions to make when awarding the scholarship. The Chapter created this scholarship in 2019 to support members in need who may not otherwise have the opportunity to attend a national conference. Congratulations, Philip! We hope you enjoy the Denver conference.

Registration will be limited to Florida Chapter Members and will be $325 for the two and a half-day workshop. Registration and payment will be through our website. So keep an eye on your email and our website for the opening of registration in September!

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SPOTLIGHT

OSCEOLA COUNTY

Tour i sm remains a cornerstone of Osceola County ' s economy . Home to popular dest inat ions l i ke Ki ss immee and prox imi ty to Wal t Di sney Wor ld Resor t , the county at t racts mi l l ions of v i s i tors annual ly . Thi s inf lux of tour i sts suppor ts a v ibrant hospi tal i ty indust ry , including hotel s , restaurants , and enter tainment venues , creat ing numerous bus iness oppor tuni t ies . Educat ion and research are cr i t ical components of Osceola County ' s economic landscape. The county i s home to several higher educat ion inst i tut ions , including Valencia Col lege and the Uni vers i ty of Cent ral F lor ida' s Osceola campus . The emergence of NeoCi ty , a 500-acre technology di st r ict , fur ther underscores the county ' s commi tment to innovat ion and research. NeoCi ty focuses on advancing semiconductor technology , at t ract ing tech companies , star tups , and research inst i tut ions . The county ' s real estate market i s thr i v ing, wi th a range of opt ions for bus inesses look ing to establ i sh a presence. From commercial of f ice spaces and indust r ial parks to retai l centers , Osceola County of fers di verse real estate oppor tuni t ies . Inf rast ructure development i s al so a pr ior i ty , wi th ongoing investments in t ranspor tat ion, ut i l i t ies , and technology inf rast ructure ensur ing that the county can suppor t i ts growing bus iness communi ty . Osceola County , F lor ida, i s a v ibrant and rapidly growing region wi th a di verse economy and a high qual i ty of l i fe. I ts st rategic locat ion, st rong tour i sm indust ry , robust heal thcare sector , and commi tment to educat ion and innovat ion make i t an at t ract i ve dest inat ion for res idents and bus inesses al i ke.

Osceola County , located in the hear t of Cent ral F lor ida, i s known for i ts r ich hi story , di verse cul ture, and rapid growth. Establ i shed in 1887 , the county has evol ved into a dynamic region wi th a st rong economy , v ibrant communi t ies , and numerous at t ract ions . Osceola County i s named for the Seminole leader , Osceola, whose name means "Black Dr ink Cr ier . ” Son of Br i t i sh t rader , Wi l l iam Powel l and hi s Creek wi fe, Pol ly Copinger , Osceola led several smal l but successful raids against the U. S . Army . Osceola County spans approx imately 1 ,506 square mi les , mak ing i t one of the larger count ies in F lor ida. I t i s bordered by Orange, Pol k , Brevard, and Indian Ri ver count ies . The county seat i s Ki ss immee, a ci ty known for i ts charming downtown area and prox imi ty to major at t ract ions . As of the 2020 Census , Osceola County had a populat ion of approx imately 388,656 res idents . The county ' s populat ion has been growing steadi ly , ref lect ing i ts appeal as a des i rable place to l i ve and work . The demographic makeup i s di verse, wi th a s igni f icant Hi spanic communi ty , account ing for over 55% of the populat ion. Over the past decade, Osceola County has exper ienced s igni f icant economic growth. The county ' s proact i ve economic development ini t iat i ves have fostered a bus iness-f r iendly env i ronment , corporat ions to set up shop. Key sectors dr i v ing thi s growth include tour i sm, heal thcare, educat ion, and technology . encouraging both local ent repreneurs and large

BY THE NUMBERS REAL PROPERTY PARCELS

200,242

TANGIBLE ACCOUNTS

27,930

TOTAL JUST VALUE

$74.1 BILLION

TOTAL TAXABLE VALUE

$46.4 BILLION

TAXABLE VALUE PER PARCEL

$203,152

EMPLOYEES

63

*2023 Roll

KATRINA S. SCARBOROUGH PROPERTY APPRAISER

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M E M B E R s p o t l i g h t

Tel l us about your educat ion and designat ion journey. Before star t ing my career wi th NCPA, I at tended Watson School of Real Estate where I pursued a real estate l icense. I then at tended F lor ida State Col lege at Jacksonv i l le where I obtained a bachelor ’ s degree (B. S . ) in bus iness admini st rat ion. As my knowledge of the of f ice Internat ional Associat ion of Assess ing Of f icers ( IAAO) , where I have obtained my Cer t i f ied F lor ida Evaluator (CFE) des ignat ion. The fundamental s of apprai sal , valuat ion, cadast ral mapping, and admini st rat ion courses prov ided by IAAO have helped educate me in my journey wi th the NCPA. I have al so enjoyed being on the Exempt ions Steer ing Commi t tee thi s year , where I have been gi ven the oppor tuni ty to be the commi t tee chai r thi s upcoming year . What ’s one thing people would be surpr ised to know about you? I ’m ter r i f ied of l i zards and f rogs , and I love a chal lenge. expanded, I became interested in tak ing courses wi th the

County: Nassau County Name : Nek i sha Smi th

NEKISHA SMITH, CFE DIRECTOR OF CUSTOMER SERVICE & EXEMPTIONS

What do you do for the PA? I ’m the Di rector of Customer Serv ice and Exempt ions . I oversee our Customer Serv ice Depar tment and make sure al l exempt ions are implemented proper ly . How long have you been employed by the PA? I have worked at the Nassau County Proper ty Apprai ser ’ s of f ice for almost 21 years . Before tak ing the Di rector pos i t ion I was the of f ice’ s Data Informat ion Manager , where I worked wi th var ious depar tments to ver i fy our data was accurate for tax rol l purposes . Thi s coming January , I wi l l have worked for 5 proper ty apprai sers . From the late James Page to the upcoming proper ty apprai ser elect , Kev in L i l ly . What do you l ike most about your job? I real ly enjoy work ing wi th the publ ic , and educat ing them in every way poss ible, on how we are here to ass i st them. I bel ieve in being t ransparent and creat i ve in the ways our team can prov ide great customer serv ice.

What are your hobbies and interests outside your job? I enjoy spending t ime wi th my fami ly , t ravel ing, going to Jacksonv i l le Jaguars games , and at tending my 13 year old son’ s footbal l /AAU basketbal l games wi th my husband, Corey . What was your best vacat ion ever? I absolutely love tak ing crui ses . Going anywhere in the Car ibbean i s a favor i te of mine. What is some career advice you have been given? “To begin wi th the end in mind. ” The Honorable Mi ke Hickox , our cur rent proper ty apprai ser , always encourages us , when mak ing goal s , to star t our planning wi th what we want the resul t to be. That adv ice has real ly helped me achieve my des i red outcome. What part icular mantra do you l ive by? Every day i s a new beginning.

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advice SAGE

TRIM Notice Tango: Delivering Exceptional Customer Service with your “partner” Dear Members, August is right around the corner, and we all know what Effective communication starts with active listening. Avoid interrupting the customer as they explain their issue.

that means – the “25-day protest period” is quickly approaching. I don’t know about everyone else, but it seems like tax roll cycles are accelerating with each passing year. Proposed tax notices, also known as TRIM notices, are typically sent mid-August. The day of mailing marks the beginning of the 25-day countdown to the deadline to file a formal petition. However, these TRIM notices also encourage a taxpayer to contact the Property Appraiser’s Office first to encourage an informal review of the subject’s market value prior to the filing of a formal petition. Our offices will experience high call volumes and customer traffic, which can lead to heightened emotions. During these challenging times, exceptional customer service is paramount. As representatives of the Property Appraiser's Office, we must consistently deliver the highest level of service to our customers. Over the years, I have found these techniques to be the most effective.

SAGE SULLIVAN DUVAL COUNTY

While listening, try to obtain the parcel or account number early in the conversation to expedite the process. However, remember that new homeowners might be unfamiliar with these terms and how to locate the information. To better understand the customer's perspective, consider printing a sample TRIM notice to reference during the conversation and for all future conversations. This visual aid can help guide you in assisting the customer. Allow the customer to fully express their concerns and questions without interruption. While listening, take notes of the points you want to address once they’ve finished speaking. Most customer interactions will require educating them about Florida property taxes. Topics like caps, portability, exemptions, and TPP deadlines can be complex and unfamiliar to taxpayers. To effectively assist customers, ensure a solid understanding of these concepts prior to the 25-day protest period. Test your explanations on someone unfamiliar with property taxes,

such as a friend or relative, to gauge clarity. Always avoid jargon and acronyms. If unsure about an answer, politely refer the customer to someone who can provide accurate information – never guess. Providing inaccurate information can lead to significant problems. Lastly, if you must transfer a call, inform the receiving representative of the customer’s issue before connecting them. Avoid blind transfers, as this forces customers to repeat themselves and increases frustration. (Continued next page)

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advice SAGE

Finally, outline the next steps , including information about filing a formal petition. Many taxpayers mistakenly believe that contacting the Property Appraiser initiates the Value Adjustment Board appeal process. Emphasize that they have the right to formally challenge their property's market value or exemptions. Provide necessary contact information and deadlines to do so. Inform customers that informal reviews might not be completed before the petition filing deadline. In such cases, advise them to file a petition as a precautionary measure.

Throughout the process, be empathetic – put yourself in their shoes and show you understand the situation is difficult. Actively listen and acknowledge their feelings. Maintain professionalism always – stay calm, be polite and respectful. While this advice offers general guidance, it should complement your office's specific policies, not supersede. By implementing these strategies, you can effectively de-escalate tense situations, find resolutions, and potentially improve customer satisfaction. Sage

At this point, the situation may be resolved; but if not, it's time to steer the conversation towards solutions. Gather any additional information needed to pinpoint the exact issue. But remember – you do not need to solve the problem right then and there. When possible, clearly communicate potential outcomes. For instance, if a substantial difference exists between the market and assessed values due to a homestead exemption, inform the customer that a revised market value might not necessarily result in a changed assessed value or property taxes. Collect essential contact information and inquire about the customer's preferred method of communication: email or phone. Make the customer feel valued by offering them a choice.

Have a topic for me? Please send any suggestions for “Sage Advice” to floridachapteriaao@gmail.com.

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Quarterly E-newsletter Special pricing for Education and Events Continuing Education credits Access to all conference presentation materials Tony Hodge Award Valuable network of mass appraisal professionals 2025 membership begins Oct 1 Join now and get 2 months free!

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CALENDAR

Education

Registration Info

Course No

Course Name

Location/Date

Virtual Aug 13-16, 2024

IAAO 102

Income Approach to Value

DOR Link

Cadastral Mapping Methods & Applications

Virtual Oct 8-11, 2024

IAAO 601

IAAO Link

Virtual Oct 22-25, 2024

IAAO 400

DOR Link

Assessment Administration

Virtual Nov 12-15, 2024

IAAO 501

Personal Property Auditing

DOR Link

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Going-Concern Value: The value all assets including real estate, tangible and intangible personal property within, or assemblage into, used to operate an economically viable business. The value of an entire property in active service and with an established clientele, as distinguished from its value immediately before being put into service or upon retirement from service.

MASS APPRAISAL Terminolgy 101

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O P P O R T U N I T I E S JOB

Charlotte

Broward

Brevard

Sr. Director, Valuation Svcs

Appeals Specialist Admin Asst/Analyst

Improvement Appraiser I

Tangible Personal Prop Appr Sr. Appraiser - Residential/Comm

Database Administrator Deputy Appraiser (Var)

Escambia

Collier Programmer

Duval

Developer

Commercial Appraiser

Exemptions Specialist General Legal Counsel

Hernando

Hendry Senior GIS Technician

Central GIS Technician Field Appraiser I

Pasco

Orange

Putnam

Commercial Manager

Technical Analyst

Appraiser Analyst-Residentiall Manager, Commercial Valuation Sales Analyst, Commercial Public Records Coordinator Investigator I, Exemptions Support Specialist, Commercial

Commercial Appraiser I

Field Appraiser I

St. Lucie Sarasota Residential Valuation Supervisor Asst. Director of Assessments

Asst. Residential Manager

GIS & Mapping Specialist

Senior Software Engineer Tangible Personal Prop Auditor

Technology Operations Specialist

To update, remove or add job opportunities to our website, contact Wynta Loughrey: wloughrey@sc-pa.com

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2024 IAAO Annual Conference Aug 25 - 28, 2024 denver, colrado

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A publ icat ion by the Flor ida Chapter of the Internat ional Associat ion of Assessing Of f icers www. fciaao.org *2024