HomeMy WebLinkAboutAgenda - 03-19-2013-11bORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date:
SUBJECT: Eaualization and Review Board —
DEPARTMENT: Board of Commissioners
ATTACHMENT(S): Under Separate Cover
Membership Roster
Abstract 2 -19 -2013
Resolution Adopted 2 -19 -2013
Interest List
Application(s) /Resume(s) of Person(s) on
Interest List
March 19, 2013
Action Agenda
Item No. 11 -b
ointments
PUBLIC HEARING: (Y /N) No
INFORMATION CONTACT:
Clerk's Office, 245 -2130
PURPOSE: To consider appointments to the Board of Equalization and Review.
BACKGROUND: Pursuant to N.C. G.S. 105 -312k, a Special Board of Equalization and Review
was created by a Resolution adopted by the Orange County Board of Commissioners on
February 19, 2013. The Clerk's office has advertised and recruitment has also been done by
the Tax Administrator's office.
The Orange County Special Board of Equalization and Review will be comprised of three (3)
regular members and (7) alternates. The alternates will attend meetings, hear appeals, and
vote in place of any regular member unable to attend a scheduled meeting. The Board of
Commissioners will designate the Chair of the Board. The members will serve on this board
from April to June.
• Appointment of three (3) regular members and seven (7) alternate members to the
Equalization and Review Board. BOARD TO DESIGNATE CHAIR
Position Number
Special Representation
Expiration Date
1
Regular Member
06/30/2013
2
Regular Member
06/30/2013
3
Regular Member
06/30/2013
4
Alternate Member
06/30/2013
5
Alternate Member
06/30/2013
6
Alternate Member
06/30/2013
7
Alternate Member
06/30/2013
8
Alternate Member
06/30/2013
9
Alternate Member
06/30/2013
10
Alternate Member
06/30/2013
FINANCIAL IMPACT: Each member will be paid $75.00 per meeting attended, and the Chair
will be paid $100.00 per meeting attended. The funds are included in the Tax Administrators
budget.
RECOMMENDATION(S): Consider making 10 appointments to the Board of Equalization and
Review.
3
Board and Commission Members
And Vacant Positions
Equalization and Review Board (REQUIRES DISCLOSURE STATEMENT)
Meeting Times: tbd tbd Terms: 1 Contact Person: Nancy Freeman
Meeting Place: The Gateway Building Positions: 10 Length: 2 years Contact Phone: 919 -245 -2152
Description: The members of this board are appointed by the Board of Commissioners. The board examines and reviews the tax lists of the County for the current year to ensure that all
taxable property is listed on the County's abstracts and tax records and appraised according to the standards required by the General Statutes. THE BOARD OF COUNTY
COMMISSIONERS SHALL DESIGNATE THE CHAIR.
U
2
VACANT Day Phone: Sex:
Evening Phone: Race:
FAX: Township:
E -mail: Resid /Spec Req:
Special Repr: Member, Chair
VACANT Day Phone: Sex:
Evening Phone: Race:
FAX: Township:
E -mail: Resid /Spec Req:
Special Repr: Member
First Appointed:
Current Appointment:
Expiration: 08/31/2013
Number of Terms:
First Appointed:
Current Appointment:
Expiration: 08/31/2013
Number of Terms:
VACANT Day Phone: Sex: First Appointed:
3 Evening Phone: Race: Current Appointment:
FAX: Township: Expiration: 08/31/2013
E -mail: Resid /Spec Req: Number of Terms:
Special Repr: Member
VACANT Day Phone: Sex:
4
Evening Phone: Race:
FAX: Township:
E -mail: Resid /Spec Req:
Special Repr: Alternate
VACANT Day Phone: Sex:
5
Evening Phone: Race:
FAX: Township:
E -mail: Resid /Spec Req:
Special Repr: Alternate
First Appointed:
Current Appointment:
Expiration: 08/31/2013
Number of Terms:
First Appointed:
Current Appointment:
Expiration: 08/31/2013
Number of Terms:
Friday, March 08, 2013 Page 1
0
Board and Commission Members
And Vacant Positions
Equalization and Review Board (REQUIRES DISCLOSURE STATEMENT)
Meeting Times: tbd tbd Terms: 1 Contact Person: Nancy Freeman
Meeting Place: The Gateway Building Positions: 10 Length: 2 years Contact Phone: 919 -245 -2152
Description: The members of this board are appointed by the Board of Commissioners. The board examines and reviews the tax lists of the County for the current year to ensure that all
taxable property is listed on the County's abstracts and tax records and appraised according to the standards required by the General Statutes. THE BOARD OF COUNTY
COMMISSIONERS SHALL DESIGNATE THE CHAIR.
VACANT Day Phone: Sex: First Appointed:
6 Evening Phone: Race: Current Appointment:
FAX: Township: Expiration: 08/31/2013
E -mail: Resid /Spec Req: Number of Terms:
Special Repr: Alternate
VACANT Day Phone: Sex: First Appointed:
7 Evening Phone: Race: Current Appointment:
FAX: Township: Expiration: 08/31/2013
E -mail: Resid /Spec Req: Number of Terms:
Special Repr: Alternate
VACANT
8
Day Phone:
Evening Phone:
FAX:
E -mail:
Sex:
Race:
Township:
Resid /Spec Req:
Special Repr: Alternate
First Appointed:
Current Appointment:
Expiration: 08/31/2013
Number of Terms:
VACANT
Day Phone:
Sex:
First Appointed:
9
Evening Phone:
Race:
Current Appointment:
FAX:
Township:
Expiration: 08/31/2013
E -mail:
Resid /Spec Req:
Number of Terms:
Special Repr: Alternate
VACANT
Day Phone:
Sex:
First Appointed:
10
Evening Phone:
Race:
Current Appointment:
FAX:
Township:
Expiration: 08/31/2013
E -mail:
Resid /Spec Req:
Number of Terms:
Special Repr: Alternate
Friday, March 08, 2013
Page 2
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: February 19, 2013
Action Agenda
Item No. 5 -d
SUBJECT: Resolution Creating a Special Board of Equalization and Review
DEPARTMENT: Tax Administration
ATTACHMENT(S):
Resolution
PUBLIC HEARING: (Y /N) No
INFORMATION CONTACT:
Dwane Brinson, Tax Administrator,
(919) 245 -2726
PURPOSE: To consider a resolution providing for the establishment of a special Board of
Equalization and Review to carry out the statutory responsibilities of ensuring that tax lists and
tax records comply with the provisions of the North Carolina Machinery Act, and to delegate
certain authorities to the Assessor (Note: Board of Commissioners approval of similar
resolutions occurs on a regular basis in Orange County and across the State.).
BACKGROUND: North Carolina General Statute 105 -322 outlines the powers, duties, and
procedures of a county's board of equalization and review, and it specifies that the board of
equalization and review shall be comprised of the board of county commissioners unless the
commissioners adopt a resolution to appoint a special board of equalization and review.
North Carolina General Statute 105- 312(k) authorizes a board of county commissioners to
delegate to the special board of equalization and review the authority to compromise the
county's claim for unpaid taxes resulting from discoveries.
North Carolina General Statute 105 -325 authorizes a board of county commissioners to
delegate certain authorities to the assessor.
If so adopted, the resolution shall provide for the membership, qualifications, terms of office,
compromise powers, filling of vacancies on the special Board of Equalization and Review, and
the delegation of certain authorities to the Assessor. The Board of County Commissioners shall
also designate the chair of the special Board of Equalization and Review. The resolution must
be entered into the minutes of the meeting of the Board of County Commissioners and a copy
forwarded within 15 days of adoption to the North Carolina Department of Revenue. The statute
also requires that the Board of County Commissioners fix the compensation and allowances to
be paid to the Board of Equalization and Review members.
Members will likely have to make a substantial time commitment to serve on the special Board
of Equalization and Review during the review and appeals process from April to June. To
enhance the likelihood of assuring a quorum for each meeting, staff suggests that the Board of
Equalization and Review be comprised of three (3) regular members and seven (7) alternates.
The alternates would attend meetings, hear appeals, and vote in place of any regular member
unable to attend a scheduled meeting.
While there are not specific qualifications /categories associated with Board of Equalization and
Review appointees, it may be a benefit for the members to have expertise in areas related to
property appraisal, real estate, and tax issues. Potential appointees could include real estate
agents, residential appraisers, commercial appraisers, homebuildersldevelopers and real estate
attorneys. The Clerk to the Board's Office will lead the recruitment process for prospective
appointees. As in past years, the recruitment process receives greater emphasis and would
likely include paid advertising, press releases, and posting on the County website.
FINANCIAL, IMPACT: As has been the practice for the past few years, staff suggests that the
Board of County Commissioners consider fixing compensation at $75 per meeting attended.
Staff also suggests that the Board of Equalization and Review Chair receive $100 per meeting
attended because of additional responsibilities involved with that position. Funds to cover the
compensation for Board of Equalization and Review members are available in the Revaluation
Fund.
RECOMMENDATION(S): The Manager recommends that the Board adopt and authorize the
Chair to sign the attached resolution to establish a special Board of Equalization and Review,
delegate certain authorities to the Assessor, and establish the recommended level of
compensation as noted above for members of the Board of Equalization and Review. Further,
the Manager recommends that the Board direct the appropriate staff to recruit applicants for the
Board of Equalization and Review, with appointments to be made at a future Board of County
Commissioners meeting.
7
RES- 2013 -012
ORANGE COUNTY BOARD OF COMMISSIONERS
A RESOLUTION PROVIDING FOR THE APPOINTMENT OF A SPECIAL BOARD OF
EQUALIZATION AND REVIEW WITH COMPROMISE AUTHORITY AND TO
DELEGATE CERTAIN AUTHORITIES TO THE ASSESSOR
WHEREAS, North Carolina General Statute 105 -322 authorizes the Orange County Board
of Commissioners to appoint a special Board of Equalization and Review to carry out the duties
imposed therein; and
WHEREAS, North Carolina General Statute 105- 312(k) authorizes the Orange County
Board of Commissioners to delegate compromise powers to the special Board of Equalization
and Review; and
WHEREAS, North Carolina General Statute 105 -325 authorizes the Orange County Board
of Commissioners to delegate certain authorities to the Assessor; and
WHEREAS, the Orange County Board of Commissioners deem it advisable to appoint a
special Board of Equalization and Review and by this resolution provide for the membership,
qualifications, terms of office, compromise power, and the manner of filling vacancies on the
special Board of Equalization and Review, and to delegate certain authorities to the Assessor;
NOW, THEREFORE, BE IT RESOLVED BY THE ORANGE COUNTY BOARD OF
COMMISSIONERS THAT:
1. The special Orange County Board of Equalization and Review is hereby created in order
to carry out the duties imposed in North Carolina General Statute 105 -322, including the
duties set forth in North Carolina General Statute 105 - 322(8)(5).
2. The special Orange County Board of Equalization and Review is delegated authority to
compromise pursuant of North Carolina General Statute 105- 312(k).
3. The special Orange County Board of Equalization and Review shall consist of 3 regular
members and 7 alternate members, each to serve for a term of two years. All terms
begin April 1 of each odd - numbered year.
4. Two members of the special Orange County Board of Equalization and Review shall
constitute a quorum.
5. If a vacancy occurs on the special Orange County Board of Equalization and Review
before an incumbent member's term expires, the appointment of a successor shall be
for the unexpired term of the member vacating the position.
6. A vacancy occurring and existing shall be filled by the Orange County Board of
Commissioners at its next regular meeting after the occurrence of the vacancy.
7. Each member of the special Orange County Board of Equalization and Review shall be a
resident of Orange County, should have paid all Orange County taxes currently owed,
and have the statutory qualifications necessary to hold the public office of Orange
County Commissioner.
8, The Orange County Board of Commissioners shall appoint members to the special
Orange County Board of Equalization and Review in the same manner as it uses for
other appointments.
9. After the members of the special Orange County Board of Equalization and Review have
been appointed, the Orange County Board of Commissioners shall designate a
chairperson.
10. The Orange County Board of Commissioners shall fix the compensation for the members
of the special Orange County Board of Equalization and Review at $75 per meeting
attended for regular members, and $100 per meeting attended for the Chair.
11. Pursuant to North Carolina General Statute 105- 325(b), the Assessor is delegated the
authorities in North Carolina General Statute 105 -325 except for the authority in North
Carolina General Statute 105- 325(a)(6).
This, the 19th day of February 2013.
Barry Jacobs, Chair
Orange County Board of Commissioners
Applicant Interest Listing
by Board Name and by Applicant Name
Contact Person: Nancy Freeman
Equalization and Review Board (REQUIRES DISCL Contact Phone: 919 - 245 -2152
Ms Margaret Brown
1509 Smith Level Rd.
Chapel Hill NC 27516
Skills: Former BOCC member
Day Phone: 919 - 929 -6460
Evening Phone:
Cell Phone:
E -mail: mwyckoff @nc.rr.com
Also Serves On:
Sex:
Female
Race:
Caucasian
Township:
Chapel Hill
Date Applied:
02/19/2013
9
Ms. Pamela J. Davis
Day Phone:
919 - 942 -0396
Sex:
Female
7108 Akin Trail
Evening Phone:
919- 967 -1486
Race:
Caucasian
Chapel Hill NC 27516
Cell Phone:
Township:
Bingham
E -mail:
pdavisappraiser @imindspring.com
Date Applied:
02/19/2013
Skills: Real Estate Appraiser
Also Serves On:
Arts Commission
Skills: Small Business Owner
Also Serves On:
Mrs. Barbara Levine
Day Phone:
919 - 260 -0583
Sex:
Female
120 Stoneridge Dr
Evening Phone:
919- 260 -0583
Race:
Caucasian
Chapel Hill NC 27514
Cell Phone:
Township:
Chapel Hill
E -mail:
barblevine @aol.com
Date Applied:
02/12/2013
Skills: Realtor
Also Serves On:
Ms. Jennifer Marsh
Day Phone:
919 - 451 -1849
Sex:
Female
205 Burlage Circle
Evening Phone:
919 -451 -1849
Race:
African American
Chapel Hill NC 27514
Cell Phone:
Township:
Chapel Hill
E -mail:
jwmarshl@)ginail.com
Date Applied:
02/23/2013
Skills: Attorney
Also Serves On:
Ms. Bronwyn Merritt
Day Phone:
919- 923 -1058
Sex:
Female
113 Creekview Circle
Evening Phone:
919- 967 -1486
Race:
Caucasian
Carrboro NC 27510
Cell Phone:
Township:
Chapel Hill
E -mail:
Bronwyn @BronwynMerritt.coim
Date Applied:
02/17/2012
Skills: Artist
Also Serves On:
Arts Commission
Skills: Carrboro City Limits
Skills: Small Business Owner
Friday, March 08, 2013 Page 1 of 2
10
Applicant Interest Listing by Board Name and by Applicant Name
Contact Person: Nancy Freeman
Equalization and Review Board (REQUIRES DISCL Contact Phone: 919 - 245 -2152
Mr. Reginald Morgan
Day Phone: 919 -967 -8700
Sex:
Male
311 Rossburn Way
Evening Phone: 919- 967 -1971
Race:
Caucasian
Chapel Hill NC 27516
Cell Phone:
Township:
Chapel Hill
E -mail: rhtm3 @yahoo.com
Date Applied:
02/21/2013
Skills: Real Estate Appraiser
Also Serves On:
Skills: Real Estate Broker
Also Serves On:
Ms. Karen Morrissette
4024 Sapling Trail
Hillsborough NC 27278
Skills: Attorney
Skills: Teacher
MS Patricia Roberts
700 Richmond rd
Mebane NC 27302
Skills: Realtor
Ms. Jane L. Sparks
236 Hawkins Rd
Cedar Grove NC 27231
Skills:
Community Service Volunteer
Skills:
Self - employed
Skills:
Systems Analyst
Ms. Ann Stroobant
101 Deerfield Trail
Chapel Hill NC 27516
Skills:
Day Phone: 919 -245 -3010
Evening Phone: 919 -245 -3010
Cell Phone:
E -mail: karenmorrissette @embarqmail.com
Also Serves On:
Also Serves On:
Day Phone: 919 - 621 -4060
Evening Phone: 919- 621 -4060
Cell Phone:
E -mail: patricia.roberts @allentate.com
Also Serves On:
Day Phone: 919 - 602 -1406
Evening Phone: Same
Cell Phone:
E -mail: mamajanelsparks @gmail.com
Also Serves On:
Also Serves On:
Also Serves On:
Day Phone: (919)698 -5210
Evening Phone:
Cell Phone:
E -mail: astroobant @me.com
Also Serves On:
Sex:
Female
Race:
Caucasian
Township:
Bingham
Date Applied:
02/11/2013
Sex:
Female
Race:
Other
Township:
Cheeks
Date Applied:
02/11/2013
Sex:
Female
Race:
Caucasian
Township:
Cedar Grove
Date Applied:
02/28/2013
Sex:
Female
Race:
Caucasian
Township:
Chapel Hill
Date Applied:
03/05/2013
Friday, March 08, 2013 Page 2 of 2
11
Page 1 of 2
Margaret Brown
Volunteer Application
Orange County Advisory Boards and Commissions
Name:
Name Called:
Home Address:
Phone (Day):
Phone (Evening):
Phone (Cell):
Email:
Place of Employment:
Job Title:
Ms Margaret Brown
1509 Smith Level Rd.
Chapel Hill NC 27516
919- 929 -6460
mwyckoff @nc.rr.com
Year of OC Residence: 1970
Township of Residence: Chapel Hill
Zone of Residence: EA (Extraterritorial Area)
Sex: Female
Ethnic Background: Caucasian
Boards /Commissions applied for:
Equalization and Review Board (REQUIRES DISCLOSURE STATEMEN
Community Activities /Organizational Memberships:
Past Service on Orange County Advisory Boards:
Work Experience: Appointed to the board 1987,88,89,90,91,92,93 /reviewing both
residential and commercial property. Served as alternate 2006,7,8, and 2009- served full
time for the last 3 months.
would prefer to be appointed as a full time member of the board. I have no conflict of
interest.
Volunteer Experience: Knowledge of the county, and towns, land use regulations,
water /sewer areas, school districts, conservation easements, farm land and Use Value
designations and long history of development are important to the understanding of
property value. Also important is understanding the criteria to value rental property and
the methods established in state law of comparables, income and reproduction.
Other Comments:
STAFF COMMENTS: Originally appointed to E & R Board in 1987. Renewed
3/12/2010. Our county does an excellent job of evaluating property in accordance with
state law. Our citizens should be made to feel comfortable and given respect an
consideration while making their appeals before the Board of E &R. Updated 2/19/2013
for E &R Board. ADDRESS VERIFICATION: 1509 Smith Level Road is Chapel Hill
12
Page 2 of 2
Township, CH Jurisdiction.
Margaret Brown
This application was current on: 2/19/2013 Date Printed: 3/6/2013
13
Page 1 of 2
Pamela J. Davis
Volunteer Application
Orange County Advisory Boards and Commissions
Name:
Name Called:
Home Address:
Phone (Day):
Phone (Evening):
Phone (Cell):
Email:
Place of Employment:
Job Title:
Year of OC Residence:
Township of Residence:
Zone of Residence:
Sex:
Ethnic Background:
Ms. Pamela J. Davis
7108 Akin Trail
Chapel Hill NC 27516
919- 942 -0396
pdavisappraiser @mindspring.com
Self Employed Appraiser /Broker
Appraiser
1981
Bingham
Agricultural Residential
Female
Caucasian
Boards /Commissions applied for:
Equalization and Review Board (REQUIRES DISCLOSURE STATEMEN
I have been an appraiser and broker in Orange County for 25+ years. Know
the area very well.
Community Activities /Organizational Memberships:
Past Service on Orange County Advisory Boards:
Work Experience: Davis Appraisal Services (self - employed). 16 years of experience as
a Real Estate Appraiser with work done primarily in Orange County, North Carolina.
Have also done work as an appraiser in Durham and Chatham County. Have held a
real estate Brokers license since 1981. Was a full time real estate agent from1982 -
1985. Have sold some propeerty since then on a limited basis. Own and manage some
rental property.
Volunteer Experience: Have served on the appraisal committee for the Chapel Hill Board
of Realtors. Volunteer 2 nights a month at the homeless shelter in Chapel Hill (since
Jan. 2001). Have served on the E &R Board. In 2012 as an alternate, in 2011 as a
member on a few other years prior to that.
Education: High School Diploma. 1 1/2 years of liberal arts study at 4 year college in
NYS, 2 Year Associates Degree in Real Estate (from a technical school), graduate of
The Realtors Institute (GRI), have taken many appraisal courses over the years for
continuing education and to renew Appraisers License.
Other Comments:
14
Page 2 of 2
Pamela J. Davis
have personally inspected and appraised over 6,000 properties in this area and
reviewed many other appraisals for banks and attorneys. I know Orange County
residential property very well and would appreciate the opportunity to serve on this
board. John Smith called and requested that I consider applying for this position.
STAFF COMMENTS: Renewed application for E &R Board 02/19/2013. Renewed
application for E &R Board 3/1/2012. Renewed Application 2/4/2011. Originally applied
for E &R board 3/12/2010. ADDRESS VERIFICATION: 7108 Akin Trail is Bingham
Township, Orange County Jurisdiction, and Agricultural Residential Zoning.
This application was current on: 2/19/2013 Date Printed: 3/6/2013
15
Page 1 of 1
Barbara Levine
Volunteer Application
Orange County Advisory Boards and Commissions
Name:
Name Called:
Home Address:
Phone (Day):
Phone (Evening)
Phone (Cell):
Email:
Place of Employment:
Job Title:
Year of OC Residence:
Township of Residence:
Zone of Residence:
Sex:
Ethnic Background:
Mrs. Barbara Levine
120 Stoneridge Dr
Chapel Hill NC 27514
919- 260 -0583
919- 260 -0583
barblevine @aol.com
The Home Team
Broker
1969
Chapel Hill
Orange County -Non ETJ/TA
Female
Caucasian
Boards /Commissions applied for:
Equalization and Review Board (REQUIRES DISCLOSURE STATEMEN
My experience as a realtor for over 16 years and past experience on the
board and knowledge of house values enables me to make good decisions
on residents house values.I am familiar with most of the subdivisions and
houses that are brought before the board and I feel that my knowledge
makes me a valuable asset to the board.
Community Activities /Organizational Memberships:
Member of The Board of Equalization and Review for the past 4 years.
Have been a director for The Greater Chapel Hill Assoc. of Realtors.
Secretary of the HOA for Stoneridge /Sedgefield since 2008
Past Service on Orange County Advisory Boards:
Orange County Board of Adjustment and Review 4 years
Other Comments:
STAFF COMMENTS: Applied for E &R Board 2/2012; Updated application 02/12/2013
for E &R Board. ADDRESS VERIFICATION: 120 Stoneridge Drive is Chapel Hill
Township, Orange County Jurisdiction, and RB (Rural Buffer).
This application was current on: 2/12/2013 3:22:42 PM Date Printed: 3/6/2013
16
Page 1 of 2
Jennifer Marsh
Volunteer Application
Orange County Advisory Boards and Commissions
Name:
Name Called:
Home Address:
Phone (Day):
Phone (Evening)
Phone (Cell):
Email:
Place of Employment:
Job Title:
Year of OC Residence:
Township of Residence:
Zone of Residence:
Sex:
Ethnic Background:
Ms. Jennifer Marsh
205 Burlage Circle
Chapel Hill NC 27514
919- 451 -1849
919- 451 -1849
jwmarshl@gmail.com
UNC School of Law Center for Civil Rights
Director of Research
1971
Chapel Hill
C.H. City Limits
Female
African American
Boards /Commissions applied for:
Equalization and Review Board (REQUIRES DISCLOSURE STATEMEN
I served as a full member of the board in 2010 and as an alternative
member in 2011 and 2012. 1 have lived in Orange County most of my life
and am very familiar with all areas of the county and the property values
spanning the county. I am an attorney and administrator for nonprofits. I
have worked with community organizations in Orange and surrounding
counties for many years.
Community Activities /Organizational Memberships:
NC State Bar, 15B Bar Association, NC Bar Association, Hidden Hills Neighborhood Park
Association, Estes Hills PTA, Chapel Hill - Carrboro NAACP, Daryl Hunt Project for
Freedom and Justice.
Past Service on Orange County Advisory Boards:
Orange County Board of Equalization and Review, 2010 - 2012.
Work Experience: Long Civil Rights Movement Project Research Assistant, UNC Center
for Civil Rights, Chapel Hill, NC, August 2008 - Present
Summer Fellow, UNC Center for Civil Rights, Chapel Hill, NC, May - July 2008
Summer Extern to The Hon. Carl R. Fox, NC Superior Court, Hillsborough, NC, May -
June 2007
Examination Administration Coordinator, The American Board of Pediatrics, Chapel Hill,
NC, January 1997 - September 2003
17
Page 2 of 2
Jennifer Marsh
Assistant to the Director, North Carolina Elderhostel, Chapel Hill, NC, November 1996 -
October 1998
Analyst, William M. Mercer, Inc., Charlotte, NC, March 1995 - May 1998
Volunteer Experience: National Election Protection Hotline Volunteer, November 2006
and 2008
Salvation Army Volunteer, Durham, NC
Orientation Counselor, UNC School of Law, August 2007
Central Community Band, Hillsborough, NC., Majorette
Education: University of North Carolina at Chapel Hill, B.A. in Political Science, August
1993
University of North Carolina School of Law, J.D. expected May 2009, Nonprofit
Leadership Certificate expected May 2009
Other Comments:
STAFF COMMENTS: Renewed application for E &R Board 02/23/2013. Renewed
application 3/2/2012. Renewed application 2/4/2011. Reapplied 3/10/2010. Originally
applied for Equalization and Review Board 1/28/2009. ADDRESS VERIFICATION: 205
Burlage Circle, Chapel Hill is Chapel Hill Township, CH jurisdiction. Chapel Hill Town
Limits..
This application was current on: 2/23/2013 Date Printed: 3/6/2013
W
Page 1 of 2
Bronwyn Merritt
Volunteer Application
Orange County Advisory Boards and Commissions
Name:
Name Called:
Home Address:
Phone (Day):
Phone (Evening)
Phone (Cell):
Email:
Place of Employment:
Job Title:
Year of OC Residence:
Township of Residence:
Zone of Residence:
Sex:
Ethnic Background:
Ms. Bronwyn Merritt
113 Creekview Circle
Carrboro NC 27510
919- 923 -1058
919- 967 -1486
Bronwyn @BronwynMerritt.com
Dwell Real Estate
Broker
1991
Chapel Hill
Carrboro City Limits
Female
Caucasian
Boards /Commissions applied for:
Equalization and Review Board (REQUIRES DISCLOSURE STATEMEN
Community Activities /Organizational Memberships:
Past Service on Orange County Advisory Boards:
Work Experience: I have worked in the Arts most of my adult life, mostly in museums
and commercial galleries in this area. I owned a gallery in Downtown Carrboro for two
years, I currently (12/03/01) own a Chapel hill night club and have recently become a
realtor. I am opening a new studio in Carrboro this summer. 12/03/01: Current Owner
Bronwyn Merritt Gallery. I have worked in several art galleries and museums around the
state over the past 15 years. Recently I have curated shows for the Artscenter in
Carrboro as a volunteer and run my own commercial gallery as well. My focus has been
on working with young artists and organizations that support them. My most valuable
training comes from two years at the Weatherspoon Gallery in Greensboro and a year at
Somerhill Gallery in Chapel Hill. I have extensive teaching experience through workshops
and as an art instructor at Guilford Tech, and co- founded the now - defunct non - profit
book arts group Hand -to -Eye, and the BOTA Arts Collective. 02/17/2012: 1 have owned
and operated a few business in Orange County, and I am now a real estate agent in
Carrboro. I am a homeowner and an investor with 6 years experience as a residential
sales agent.
Volunteer Experience: I have worked with the Artscenter, the Durham groups Hand -to-
Eye and Artomatic, I have written several arts- related articles for the Independent and
served previously on the Arts Commission. I work with the Artscenter to maintain and
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Bronwyn Merritt
improve its main gallery by helping to bring in quality shows, curate and hang them.
also do some paperwork and publicity associated with those tasks. Artists often ask me
to help them with hanging shows aound town, which I enjoy, and I end up advising young
artists on pricing, presentation, places to show and how to make connections with other
artists. 02/17/2012: 1 have served on the Carrboro Planning Board and the Orange
County Arts Commission. At times, I have worked with the Partnership for Young
Children, the ChapelHill Downtown Commission and various local arts organizations.
Through realtor partners, I have helped Habitat for Humanity and NC Table.
Education: BA Psychology from Duke, 1987; MFA UNC- Greensboro, 1990. Certificate in
Non - Profit Management Courses and several advanced real estate designations.
Other Comments:
have close ties to the community right now because of the high visibility my gallery has
given to me, and I feel that I am in a position to voice concerns of art. STAFF
COMMENTS: Applied 12/03/01 for Arts Commission. Reapplied 06/27/2006 for Arts
Commission. Applied 02/17/2012 for E &R Board. I hope to gain a better understanding
of the board's role, and to address inequities where they exist. I believe my experience
will be valuable, both from home sales and my work with various boards, groups and
committees. ADDRESS VERIFICATION: 113 Creekview Circle is in the Barrboro City
limits in Orange County.
This application was current on: 2/17/2012 Date Printed: 3/6/2013
20
Page 1 of 2
Reginald Morgan
Volunteer Application
Orange County Advisory Boards and Commissions
Name:
Name Called:
Home Address:
Phone (Day):
Phone (Evening)
Phone (Cell):
Email:
Place of Employment:
Job Title:
Year of OC Residence:
Township of Residence:
Zone of Residence:
Sex:
Ethnic Background:
Mr. Reginald Morgan
311 Rossburn Way
Chapel Hill NC 27516
919- 967 -8700
919- 967 -1971
rhtm3 @yahoo.com
CB Howard Perry & Walston
Broker /Appraiser
1992
Chapel Hill
Carrboro City Limits
Male
Caucasian
Boards /Commissions applied for:
Carrboro Recreation and Parks Commission
Carrboro Planning Board
Equalization and Review Board (REQUIRES DISCLOSURE STATEMEN
Seated or alt ernate member of the Board of Equilization and Review for the
last 16 years.
Community Activities /Organizational Memberships:
Seated or alternate member of the Board of Equalization and Review for the last 16
years.
Past Service on Orange County Advisory Boards:
Work Experience: Licensed Real Estate Broker and Licensed Real Estate Appraiser in
Orange County since 1992
Volunteer Experience: Board of Equalization and Review both Chairman and alternate
since 1993
Education: 5 Years of College
Other Comments:
STAFF COMMENTS: Renewed application for E & R Board 2/18/10. Renewed
applicaton for E & R Board 03/19/2003 and 2/15/02. Renewed app. 3/01 for E &R Board.
Board app. For: E &R Board, 3/13/96, renewed 3/2/2000. Applied for Carrboro Rcreation
and Parks Commission and Carrboro Planning Board 2/18/10, Renewed application for
21
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Reginald Morgan
E &R Board 2/21/2013. ADDRESS VERIFICATION: 311 Rossburn Way is Chapel Hill
Township, Carrboro Jurisdiction, Carrboro City Limits.
This application was current on: 2/21/2013 Date Printed: 3/6/2013
22
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Karen Morrissette
Volunteer Application
Orange County Advisory Boards and Commissions
Name:
Name Called:
Home Address:
Phone (Day):
Phone (Evening)
Phone (Cell):
Email:
Place of Employment:
Job Title:
Year of OC Residence:
Township of Residence:
Zone of Residence:
Sex:
Ethnic Background:
Ms. Karen Morrissette
4024 Sapling Trail
Hillsborough NC 27278
919- 245 -3010
919- 245 -3010
karenmorrissette @embargmail.com
American Public University System
Adjunct Instructor, Legal Studies Program
2008
Bingham
Orange County -Non ETJ/TA
Female
Caucasian
Boards /Commissions applied for:
Equalization and Review Board (REQUIRES DISCLOSURE STATEMEN
I have a law degree and a license to practice in the District of Columbia. I
practiced law as a federal criminal prosecutor for 28 years. One of my
areas of expertise is business /corporate crime and financial fraud. As a
result, I am well- versed in financial arrangements, the appraisal process,
etc. I have also served on the Board of Equalization and Review in past
years. I have an intimate familiarity with the issues considered by the Board.
Community Activities /Organizational Memberships:
have served on the County s Board of Equalization and Review for several years,
including chairing the Board in 2012. 1 am on the Board of Directors of Orange
Congregations in Mission (third year). I also serve on the Safe Environment Team for
Holy Family Catholic Church.
Past Service on Orange County Advisory Boards:
served on the Board of Equalization and Review for the last several years (member or
alternate) and I chaired the Board in 2012.
Work Experience: 28 years as an attorney; college level Instructor of Law; substiture
teacher; Expert consultant to the United States Department of Justice (2005); Attorney,
United States Department of Justice (1978- 2005); Adjunct Instructor of Law (2007);
substitute Teacher (2006- 2010); Visiting Instructor of Law (1977 -1978) UPDATE
3/16/2011: 1 am an attorney, retired from a career as a federal criminal prosecutor
(United States Department of Justice). I am currently employed as an Adjunct Instructor
(college level) and as a Substitute teacher (Orange County Public Schools). I served on
the Board of Equalization and Review last year as a Alternate. The experience inspired
23
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Karen Morrissette
me to apply for a Board position this year. UPDATE 01/17/2012: Adjunct Faculty,
American Public University System (2011- 2012); Expert Consultant to the United States
Department of Justice (2005); Attorney, United States Department of Justice (1978-
2005); Adjunct Instructor of Law (2007); Substitute Teacher (2006- 2012); Visiting
Instructor of Law (1977 -1978)
Volunteer Experience: Church religious education program; girl scout leader; PTA,
school community organizations. Orange County Board of Equalization and Review
(alternate Member spring 2010); Orange Congregations in Mission ( Samaritan Relief
and Intake volunteer 2009 - 2010); Safe Environment Team member and religious
Education Teacher, Holy Family Catholic Church 2009 -2010; Birthchoice (Receptionist
2010; Home Owners Association Board member (2005- 2010); Girl Scout leader and
trainer (1995- 2005). 1 am on the Board of Directors of Orange Congregations in
Mission; I teach religious education at Holy Family Catholic Church in Hillsborough.
have served on the Boards of Directors of several homeowners' associations, including
the Tree Farm HOA in Hillsborough. I also have many years of experience in girl
scouting, PTAs, church committees, etc. UPDATE 01/17/2012: Orange County Board of
Equalization and Review (Member, 2011; Alternate Member, 2010); Orange
Congregations in Mission (Member, Board of Directors, 2011 -2012; Samaritan Relief and
Intake Volunteer, 2009 - 2012); Safe Environment Team Member, Holy Family Catholic
Church (2009 -2012) and Religious Education Teacher (2009- 2011); Birthchoice
(Receptionist 2010 - 2012); Home Owners Association Board Member (2005- 2010); Girl
Scout leader and trainer (1995- 2005).
Education: J.D.; B.S. Juris Doctor 1977, Bachelor's Degree Summa cum Laude, 1974.
Other Comments:
01/17/2012: 1 was a federal criminal prosecutor for 28+ years. Two of my areas of
specialty were complex white collar crime and health care systems. As a result, I have
extensive experience in business, corporate, and other financial matters. I have
experience as a Member of the Board of Equalization and Review and I have the ability
to commit to the Boards's meeting schedule. STAFF COMMENTS: Originally applied
for E &R Board 02/24/2009. Reapplied for E & R Board 2/4/2010. Reapplied 3/10/2011.
REAPPLIED FOR E &R BOARD 01/17/2012. REAPPLIED FOR E &R BOARD 2 -11-
2013. ADDRESS VERIFICATION: 4024 Sapling Trail is Orange County Jurisdiction,
Orange Grove Fire Tax, Bingham Township.
This application was current on: 2/11/2013 Date Printed: 3/6/2013
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Patricia Roberts
Volunteer Application
Orange County Advisory Boards and Commissions
Name:
Name Called:
Home Address:
Phone (Day):
Phone (Evening)
Phone (Cell):
Email:
Place of Employment:
Job Title:
Year of OC Residence:
Township of Residence:
Zone of Residence:
Sex:
Ethnic Background:
MS Patricia Roberts
700 Richmond rd
Mebane NC 27302
919- 621 -4060
919- 621 -4060
patricia.roberts @allentate.com
AIIenTate Realtors
Broker
1997
Cheeks
Orange County
Female
Other
Boards /Commissions applied for:
Equalization and Review Board (REQUIRES DISCLOSURE STATEMEN
Active Full time Real Estate broker in Orange County
Community Activities /Organizational Memberships:
Durham Association of Realtors
Past Service on Orange County Advisory Boards:
Other Comments:
STAFF COMMENTS: Applied for Orange County E &R Board 2/11/2013. ADDRESS
VERIFICATION: 700 Richmond Road is Cheeks Township, Orange County Jurisdiction,
R1 Rural Residential.
This application was current on: 2/11 /2013 7:36:50 PM Date Printed: 3/6/2013
25
Page 1 of 1
Jane L. Sparks
Volunteer Application
Orange County Advisory Boards and Commissions
Name:
Name Called:
Home Address:
Phone (Day):
Phone (Evening)
Phone (Cell):
Email:
Place of Employment:
Job Title:
Year of OC Residence:
Township of Residence:
Zone of Residence:
Sex:
Ethnic Background:
Ms. Jane L. Sparks
236 Hawkins Rd
Cedar Grove NC 27231
919- 602 -1406
Same
mamajanelsparks @gmail.com
Retired
1965
Cedar Grove
Female
Caucasian
Boards /Commissions applied for:
Equalization and Review Board (REQUIRES DISCLOSURE STATEMEN
Community Activities /Organizational Memberships:
Past Service on Orange County Advisory Boards:
Work Experience: Designed and wrote computerized tax appraisal system (most used
25 years). Retired from Orange County Information Systems Department.
Volunteer Experience: Have served on IT board, Board of E & R, OCIM. Currently
trustee for Cedar Grove Fire Department, Co -chair MMBL of Walnut Grove Church, Edit
WG Newsletter.
Education: AA Business, Numerous Computer courses, On -job training.
Other Comments:
Served on Board of E & R several years, past 2 as chair. Renewed application for E & R
Board 3 -1 -2010. Renewed applic. for E &R Board, 03/19/2003; and 3/5/01. Renewed
application for IT Committee 11/28/00. Board(s) applied for: E &R Board, 2/26/99;
Renewed 3/14/2000. Information & Technology Committee, 5/10/99; Renewed
application for E &R Board 02/28/2013. ADDRESS VERIFICATION: 236 Hawkins Road,
Cedar Grove is Cedar Grove Township, OC Jurisdiction.
This application was current on: 2/28/2013 Date Printed: 3/6/2013
26
Page 1 of 1
Ann Stroobant
Volunteer Application
Orange County Advisory Boards and Commissions
Name:
Name Called:
Home Address:
Phone (Day):
Phone (Evening):
Phone (Cell):
Email:
Place of Employment:
Job Title:
Year of OC Residence:
Ms. Ann Stroobant
101 Deerfield Trail
Chapel Hill NC 27516
(919)698 -5210
astroobant @me.com
2012
Township of Residence: Chapel Hill
Zone of Residence: Orange County
Sex: Female
Ethnic Background: Caucasian
Boards /Commissions applied for:
Equalization and Review Board (REQUIRES DISCLOSURE STATEMEN
I am not an appraiser or a real estate professional. However, I have taken
classes in real estate as well as real estate finance and investment. As a
planner and landscape architect, I am familiar with looking at parcel maps,
plans, and aerial images. I also have some GIS experience, having recently
completed a GIS certificate. I have also recently sold my home and am
familiar with looking at comparables.
Community Activities /Organizational Memberships:
American Planning Association, American Society of Landscape Architects, Member -
Chapel Hill Carrboro YMCA, have volunteered with the Trust for Public Land and the
Neighborhood of Affordable Housing in the past two years
Past Service on Orange County Advisory Boards:
Having only recently moved to the area, I have not served on any Orange County
Advisory Boards. However, I have recently attended the Orange County Agricultural
Summit on February 11 th.
Other Comments:
STAFF COMMENTS: Applied for E &R Board 03/06/2013. ADDRESS VERIFICATION:
101 Deerfiedl Trail is Chapel Hill Township, Orange County Jurisdiction and Rural Buffer.
This application was current on: 3/5/2013 5:40:37 PM Date Printed: 3/8/2013