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HomeMy WebLinkAboutAgenda - 03-28-2017 - Added - Board of Equalization and Review - Appointments Proposed Addition to the 03/28/2017 Agenda ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: March 28, 2017 Action Agenda Item No. SUBJECT: Board of Equalization and Review-Appointments DEPARTMENT: Board of Commissioners ATTACHMENT(S): Under separate cover Special Attachment Listing Alternates INFORMATION CONTACT: Applications for Persons from which to Clerk's Office, 919-245-2130 select Equalization & Review State Statute GS-1 05-322 PURPOSE: To consider making appointments and moving some positions on the Board of Equalization and Review BACKGROUND: The following information is for Board consideration: • Appointment of two (2) regular members from the list of appointed Alternates and one (1) additional alternate to the Board of Equalization and Review. BOCC TO DESIGNATE CHAIR FROM THE LIST OF APPOINTED REGULAR MEMBERS. POSITION NAME SPECIAL REPRESENTATIVE DATE OF APPOINTMENT At-Large Reginald Morgan Regular Member 03/21/2019 At-Large Vacant Regular Member At-Large Vacant Regular Member At-Large Vacant Alternate Member NOTE-if the individuals listed above are appointed, the following vacancies remain: • Pamela Davis is on the list of applicants for an Alternate position. TRAINING FOR BOARD MEMBERS: The Tax office provides the following training each year to all E&R appointees: • Staff reviews the comprehensive handbook provided by the NC Department of Revenue that discusses Board of E&R responsibilities. A Proposed Addition to the 03/28/2017 Agenda • In 2015 the School of Government started providing a 1.5 hour webinar that the Tax office in turn provided to Board of E&R members. The webinar is still available to the Tax office. • At the E&R organizational meeting each year, the Tax office invites all members of the E&R Board and staff is available to answer any questions they may have. • New appointees receive the same training as seasoned members, and the training session this year may be longer due to the increased number of appeals due to the revaluation. By statute, Dwane Brinson serves as Clerk to the Board of E&R. The Board of E&R hears evidence presented by both parties and adjudicates. • The County Attorney office is available for any additional training, to answer questions, etc. PUBLIC SERVICE ANNOUNCEMENTS: have been sent out periodically since last Fall in an effort to recruit new applicants. 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. SOCIAL JUSTICE IMPACT: Enable Full Civic Participation. Ensure that Orange County residents are able to engage government through voting and volunteering by eliminating disparities in participation and barriers to participation. RECOMMENDATION(S): The Manager recommends that the Board consider making 10 appointments to the Board of Equalization and Review. 3 BOARD OF EQUALIZATION AND REVIEW REGULAR MEMBER CONSIDERATION An.M i„tees to Alternate Positions Made March 21.2017 Barbara Levine- Day Phone: 919-260-0583 Sex: Female 120 Stoneridge Drive Evening Phone: 919-260-0583 Race: Caucasian Chapel Hill,NC 27514 Cell Phone: 919-260-0583 Township: Chapel Hill Res.Eligibility: County Date Applied: 02/062017 Randy Herman Day Phone: 919-474-9137 Sex: Male 195 Ellsworth Manor Drive Evening Phone: 336-337-6516 Race: Caucasian Hillsborough,NC 27278 Cell Phone: 336-337-6516 Township: Hillsborough Res.Eligibility. Hillsborough Town Limits Date Applied: 01252017 Barry Bueler. Day Phone: 919-929-5706 Sex: Male 3826 Riders Trail Evening Phone: 919-929.5706 Race: Caucasian Hillsborough NC 27278 Cell: 919-270-6411 Township: Hillsborough Res.Eligibility: Date Applied: 10/132016 Karen Morrissette Day Phone: 301-704-4996 Sex:Female 4024 Sapling Trail Evening Phone: 301-704-4996 Race: Caucasian Hillsborough NC 27278 Cell: 301-704-4996 Township: Bingham Res.Eligibility: County Date Applied: 1025/2016 Blaine Schmidt Day Phone: 704-425-8225 Sex:Male 409 Perry Creek Drive Evening: 704-425-8225 Race: Caucasian Chapel Hill,NC 27514 Cell: 704-425-8225 Township: Chapel Hill Res.Eligibility: CH City Limits Date Applied: 03/012017 Robert A Sprouse Day Phone: 919-287-3050 Sex:Male 6212 Old NC 86 Evening: 919-932-9419 Race: Caucasian Chapel Hill,NC 27516 Cell: 919-414-3696 Township: Chapel Hi11 DOES NOT WISH TO BE Res.Eligibility: County CONSIDERED FOR A MEMBER Date Applied: POSITION—ALTERNATE ONLY 02/22/2017 Dennis Strachota Day Phone: 562-505-4786 Sex:Male 314 Waterstone Park Circle Evening Phone: 562-505-4786 Race: Caucasian Hillsborough,NC 27278 Cell: 562-505-4786 Township:Hillsborough Res.Eligibility:Town of Hillsborough Date Applied: 02/13/2017 APPLICANT INTEREST LIST Pamela Davis Day Phone: 919-942-0396 Sex: Female 5429 Valinda Drive Evening Phone: 919-942-0396 Race: Caucasian Chapel Hill,NC 27514 Cell: 919-942-0396 Township:Chapel Hill DOES NOT WISH TO BE Res.Eligibility: CONSIDERED FORA MEMBER Date Applied: 03/22/2017 POSITION—ALTERNATE ONLY - s Page 1 of 3 Reginald Morgan Volunteer Application Orange County Advisory Boards and Commissions Name: Reginald Morgan (appointed as a Regular Member 0312112017) Name Called: Home Address: 311 Rossburn Way Chapel Hill NC 27516 Phone(Day): 919-624-3434 Phone (Evening): 919-624-3434 Phone (Cell): 919-624-3434 Email: reg.morgan3 @gmail.com Place of Employment: Fathom Realty Job Title: Real Estate broker and Real Estate Appraiser Year of OC Residence: 1992 Township of Residence: Chapel Hill Zone of Residence: Carrboro City Limits Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: Previous member of the Board of Equalization and Review Past Service on Orange County Advisory Boards: Board of Equalization and Review Boards/Commissions applied for: Carrboro Planning Board Background,education and experience relevant to this board: I am a licensed Real Estate agent and appraiser. Reasons for wanting to serve on this board: Help in the planning of my town. Conflict of Interest: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Background,education and experience relevant to this board: Licensed RE Broke and Appraiser Reasons for wanting to serve on this board: Have served many years in the past and wish to continue, Conflict of Interest: �o Page 2 of 3 Reginald Morgan Carrboro Board of Adjustment Background,education and experience relevant to this board: Familiar with many properties and real estate sales in the county Reasons for wanting to serve on this board: I wish to continue may long standing commitment to public duty. Conflict of Interest: Supplemental Questions: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Please listlexplain your experience,either professionally and/or from other boards/commissions that you have in the areas of real estate,tax appraisal or real estate law. Licensed Broker and Appraiser In addition to the experience listed in the question above,please list the work/volunteer experience/qualifications that would add to your expertise for this board. Previously on Board of Equalization and Review What do you see as the responsibilities of this board,and what do you hope to accomplish if appointed? Fair and consistent values Boards/Commissions appointments: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Application Date: 1/28/2015 Background,education and experience relevant to this board: I am a licensed Real Estate agent and appraiser. Reasons for wanting to serve on this board: I ve been serving a long time and understand the process. Conflict of Interest: 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 E&R Board 2/21/2013. ADDRESS VERIFICATION: 311 Rossburn Way is Chapel Hill Township, Carrboro Jurisdiction, Carrboro City Limits. Updated application 01/27/2015. Page 3 of 3 Reginald Morgan This application was current on: 217/2017 Date Printed: 217/2017 Page 1 of 2 Barbara Levine Volunteer Application Orange County Advisory Boards and Commissions Name: Barbara Levine Name Called: Home Address: 120 Stoneridge Dr Chapel Hill NC 27514 Phone (Day): 919-260-0583 Phone (Evening): 919-260-0583 Phone (Cell): 919-260-0583 Email: barblevine @barblevinehomes.com Place of Employment: The Home Team Job Title: Broker Year of OC Residence: 1969 Township of Residence: Chapel Hill Zone of Residence: County Sex: Female Ethnic Background: Caucasian Community Activities/Organizational Memberships: Alternate on the BOER. Past Service on Orange County Advisory Boards: Board of Equalization and Review as a regular or alternate since 2009 Boards/Commissions applied for: Supplemental Questions: Boards/Commissions appointments: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Application Date: 2/2/2015 Background,education and experience relevant to this board: Having been a realtor for 18 years gives me experience in values of houses. I have vast knowledge of the neighborhoods in Orange County Reasons for wanting to serve on this board: Community service and I have enjoyed working on the board. Conflict of Interest: Page 2 of 2 Barbara Levine Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Application Date: 2/6/2017 Background,education and experience relevant to this board: I have been an active realtor for 21 years and have vast knowledge of properties in Orange County and their values. I have sold numerous houses and parcels of land in the county. My experience is pricing houses for my clients for sale or purchase gives me Reasons for wanting to serve on this board: 1 have served on the board since 2009 either as a regular or alternate. I was on the board for the last reevaluation and believe that my knowledge of properties was very helpful in determining the values during the appeals. I started as an aitemate and t Conflict of Interest: None 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). Updated application 02/02/2015. Revised application 12/21/2016. This application was current on: 2/6/2017 Date Printed: 3/27/2017 Page 1 of 3 Randy Herman Volunteer Application Orange County Advisory Boards and Commissions Name: Randy Herman Name Called: Home Address: 195 Ellsworth Manor Dr Hillsborough NC 27278 Phone (Day): 919474-9137 Phone (Evening): 336-337-6516 Phone (Cell): 336-337-6516 Email: rherman @bankslawfirm.com Place of Employment: The Banks Law Firm PA Job Title: Attorney Year of OC Residence: 2016 Township of Residence: Hillsborough Zone of Residence: Hillsborough Town Limits Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: Member, NC Bar Association Real Property Section Member, NC Bar Association Zoning and Land Use Section Member, Real Estate Lawyers Association of NC (RELANC) Past Service on Orange County Advisory Boards: NA Boards/Commissions applied for: Orange County Board of Adjustment(REQUIRES DISCLOSURE STATEMENT) Background,education and experience relevant to this board: I am a real estate and land use attorney with experience in title searches, closings and quasi- judicial hearings. Reasons for wanting to serve on this board: To apply my training and experience for the benefit of the community. Conflict of Interest: I have previously represented homebuilders and developers that are currently active in Orange County. To my knowledge, I do not currently have any clients that have the intention to appear before the board for any of the matters it considers. Supplemental Questions: Orange County Board of Adjustment(REQUIRES DISCLOSURE STATEMENT) Please list the worklvolunteer experience/qualifications that would add to your expertise for this board. �l Page 2 of 3 Randy Herman am currently an associate with The Banks Law Firm in Durham. I was previously with Moore& Alphin in Raleigh. In both positions, my practice is almost entirely real estate,including title work and quasi-judicial proceedings. What unique perspective can you bring to the Orange County Board of Adjustment? As a real estate and land use attorney, I have represented both builders and developers seeking variances and environmental groups opposing them. What do you see as the responsibilities of this board,and what do you hope to accomplish if appointed? The primary responsibility of the board is to apply the appropriate ordinances to determine if applicants have met presented appropriate evidence for their application to be granted. But in the larger sense, I see Boards of Adjustment as akin to the old Courts of Equity.they provide equitable relief from the strict letter of the development ordinance for uses that are non- conforming in a minor way.They also serve the general principal that landowners should be free to use their property as long as their use does not adversely impact their neighbors or the community. What do you consider to be be the most important issues facing Orange County related to growth? Allowing growth and development in a responsible way while avoiding sprawl. Orange County is a desirable place to live and is positioned for extensive growth whether it wants it or not.The key is to control that growth in a beneficial way without cutting it off entirely. What role should the Board of Adjustment take in guiding and regulating growth? This begins with the specific ordinances governing the various permits and variances,which must be followed. But for matters within its discretion,the Board of Adjustment should guide growth by approving land use when possible, but only if it does not adversely impact other residents and the community. How would you,as a member of the Planning Board,contribute to the implementation of the Board of Commissioners'adopted Goals and Priorities? By granting approvals where they are warranted and denying them where they are not, I would support the policies of the Board of Commissioners as expressed in the LIDO and other related ordinances. Boards/Commissions appointments: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Application Date: 1/25/2017 Background,education and experience relevant to this board: I am areal estate attorney with experience searching title and performing closings in Orange County and elsewhere. Reasons for wanting to serve on this board: To apply my training and experience for the benefit of the community. Conflict of Interest: I own real property located in Orange County. I also represent and have represented clients that own real property located in Orange County.To my knowledge, I do not currently have any clients that are appealing or intend to appeal any tax matters. Other Comments: I� Page 3 of 3 Randy Herman This application was current on: 1/25/2017 3:42:05 PM Date Printed: 3/27/2017 /3 Page 1 of 1 Barry Buehler Volunteer Application Orange County Advisory Boards and Commissions Name: Barry Buehler Name Called: Home Address: 209 Empress Road Hillsborough NC 27278 Phone (Day): 919-241-4481 Phone (Evening): 919-241-4481 Phone (Cell): 919-259-1551 Email: Buehlerbg @gmail.com Place of Employment: retired Job Title: DNA was a physicist and then a management con Year of OC Residence: 2015 Township of Residence: Hillsborough Zone of Residence: Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: None thus far. Past Service on Orange County Advisory Boards: None Boards/Commissions applied for: Supplemental Questions: Boards/Commissions appointments: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Application Date: 10/13/2016 Background,education and experience relevant to this board: I have an advanced degree in physics and can easily grasp the various facets of a given situation. I have studied the county and state laws and regulations regarding evaluation and the review process. Reasons for wanting to serve on this board: I feel I can make a positive and fair contribution to the county and to those requesting a review. Conflict of Interest: Other Comments: This application was current on: 10/13/2016 4:59:56 PM Date Printed: 3/27/2017 Page 1 of 3 Karen Morrissette Volunteer Application Orange County Advisory Boards and Commissions Name: Karen Morrissette Name Called: Home Address: 4024 Sapling Trail Hillsborough NC 27278 Phone (Day): 301-704-4996 Phone (Evening): 301-704-4996 Phone (Cell): 301-704-4996 Email: karenmorrissette @embarqmail.com Place of Employment: American Public University System Job Title: Adjunct Instructor, Legal Studies Program Year of OC Residence: 2008 Township of Residence: Bingham Zone of Residence: County Sex: Female Ethnic Background: Caucasian Community Activities/Organizational Memberships: Parish Council member, St. Matthew Catholic Church Volunteer, UNC Hospital, Hillsborough Alternate member, Orange County Board of Equalization and Review Past Service on Orange County Advisory Boards: My current appointment is as an Alternate on the Orange County Board of Equalization and Review. I have served as the Chair of that Board, as a member of that Board, and as an Alternate on that Board. Boards/Commissions applied for: Supplemental Questions: Boards/Commissions appointments: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Application Date: 1/912015 Background,education and experience relevant to this board: I have experience serving on the Board of Equalization and Review, including service as its chair. I was a federal criminal prosecutor for 28+years and then was an Expert Consultant to the United States Department of Justice.Although I am still curre Reasons for wanting to serve on this board: I have a continuing interest in serving my community. This Board appointment would enable me to do so and would make good use of my background and experience. I found my service on the Board to be very rewarding and I would look forward to serving Ora Conflict of Interest: Page 2 of 3 Karen Morrissette Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Application Date: 10/25/2016 Background,education and experience relevant to this board: am an attorney(retired from practice). As afederal criminal prosecutor for almost 30 years, I specialized in financial fraud/business transactions. I have an extensive working knowledge of all aspects of real estate and taxation. I am accustomed to Reasons for wanting to serve on this board: I continue to be interested in serving the county in a manner which makes good use of my education, background,and experience. Conflict of Interest: 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 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. I 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 Page 3 of 3 Karen Morrissette 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. Submitted an updated application 01/08/2015. This application was current on: 10/25/2016 Date Printed: 3/27/2017 Page 1 of 2 Blaine Schmidt Volunteer Application Orange County Advisory Boards and Commissions Name: Blaine Schmidt Name Called: Home Address: 409 Perry Creek Drive Chapel Hill NC 27514 Phone (Day): 704-425-8225 Phone (Evening): 704-425-8225 Phone (Cell): 704-425-8225 Email: ocncdbrd @extemporaneous.org Place of Employment: Cisco Systems, Inc. Job Title: Security Engineer Year of OC Residence: 2014 Township of Residence: Chapel Hill Zone of Residence: C.H. City Limits Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: Alternate on the Orange County Board of Equalization and Review Past Service on Orange County Advisory Boards: Alternate for the Orange County Board of Equalization and Review Boards/Commissions applied for: Economic Development Advisory Board(REQUIRES DISCLOSURE STATEMENT) Background,education and experience relevant to this board: Broad business and legal background(finances,processes),licensed NC attorney Reasons for wanting to serve on this board: Making permanent home in Orange County,want to contribute to business development Conflict of Interest: Chapel Hill Planning Commission Background,education and experience relevant to this board: Broad business and legal background(finances, processes), licensed NC attorney Reasons for wanting to serve on this board: Having lived and schooled in Chapel Hill,interested in orderly growth of the community Conflict of Interest: Supplemental Questions: Boards/Commissions appointments: Page 2 of 2 Blaine Schmidt Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Application Date: 9/29/2014 Background,education and experience relevant to this board: Broad business and legal background(finances, processes), licensed NC attorney Reasons for wanting to serve on this board: Provide legal expertise toward ensuring accurate and standardized taxation on property Conflict of Interest: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Application Date: 3/1/2017 Background,education and experience relevant to this board: Broad business and legal background (finances, processes), licensed NC attorney, real property owner Reasons for wanting to serve on this board: Having Jived and schooled in Chapel Hill,interested in orderly growth of the community Conflict of Interest: Other Comments: This application was current on: 3/1/2017 Date Printed: 3/27/2017 Page 1 of 1 Robert M. Sprouse Volunteer Application Orange County Advisory Boards and Commissions Name: Robert M. Sprouse Name Called: Home Address: 6212 Old NC 86 Chapel Hill NC 27516 Phone (Day): 919-287-3050 Phone (Evening): 919-932-9419 Phone (Cell): 919-414-3696 Email: robert@pickett-sprouse.com Place of Employment: Pickett-Sprouse Real Estate Job Title: President Year of OC Residence: 1993 Township of Residence: Chapel Hill Zone of Residence: County Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: Member of the Hillsborough Chamber of Commerce. Past Service on Orange County Advisory Boards: None Boards/Commissions applied for Supplemental Questions: Boards/Commissions appointments: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Application Date: 2/22/2017 Background,education and experience relevant to this board: 40 years+real estate experience in area. Reasons for wanting to serve on this board: Roger Gunn suggestion. Conflict of Interest: ?Significant amount of real estate brokerage by my firm in the county. Other Comments: This application was current on: 2/22/2017 10:35:11 AM Date Printed: 3/27/2017 Page 1 of 1 Dennis Strachota Volunteer Application Orange County Advisory Boards and Commissions Name: Dennis Strachota Name Called: Home Address: 314 Waterstone Park Circle Hillsborough NG 27278 Phone (Day): 562-505-4786 Phone (Evening): 562-505-4786 Phone (Cell): 562-505-4786 Email: dstrachota @aol.com Place of Employment: retired Job Title: n.a. Year of OC Residence: 2016 Township of Residence: Hillsborough Zone of Residence: Hillsborough Town Limits Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: None Past Service on Orange County Advisory Boards: None Boards/Commissions applied for: Supplemental Questions: Boards/Commissions appointments: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Application Date: 2/13/2017 Background,education and experience relevant to this board: More than 35 years in state and local government finance with experience in local property tax administration, including property assessment and equalization. I could bring another local government,yet independent, perspective to this important appeals f Reasons for wanting to serve on this board: My background and experience could help discern the accuracy of the assessed values and help communicate the nuances of the valuation process to concerned property owners. Conflict of Interest: Other Comments: This application was current on: 2/1312017 9:16:06 AM Date Printed: 3/27/2017 Page 1 of 3 Pamela Davis Volunteer Application Orange County Advisory Boards and Commissions Name: Pamela Davis Name Called: Home Address: 5429 Valinda Drive .Chapel Hill NC 27514 Phone (Day): 919-942-0396 Phone (Evening): Phone (Cell): Email: pdavisappraiser @mindspring.com Place of Employment: Self Employed Appraiser/Broker Job Title: Appraiser Year of OC Residence: 1981 Township of Residence: Chapel Hill Zone of Residence: County Sex: Female Ethnic Background: Caucasian Community Activities/Organizational Memberships: Member of Chapel Hill Board of Realtor and Chamber of Commerce, Attend Chapel Hill Bible Church,member of Chapel Hill Tennis Club Past Service on Orange County Advisory Boards: None currently. In years past 2011,2012 and others, I have served on the Board of Equalization and Review board. Boards/Commissions applied for: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Background,education and experience relevant to this board: Real Estate broker off and on since 1981.Full time 82-85, part time since then. Real Estate Appraiser in Orange county since 1985. Have personally appraised 8,000+properties including homes, condominiums,small mutli family and vacant land.Am fully aware of and able to anaylze and estimate property values in this area. Reasons for wanting to serve on this board: Real Estate broker off and on since 1981. Full time 82-85,part time since then. Real Estate Appraiser in Orange county since 1985. Have personally appraised 8,000+properties including homes, condominiums,small mutli family and vacant land.Am fully aware of and able to anaylze and estimate property values in this area. Conflict of Interest: Supplemental Questions: ZL Page 2 of 3 Pamela Davis Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Please listlexplain your experience,either professionally and/or from other boards/commissions that you have in the areas of real estate,tax appraisal or real estate law. Real Estate Broker 1981-present Real Estate Appraiser 1985-present Served on The Board of Equalization and Review for several years in the past Nearly all of my professional real estate career has been in Orange County with some in Chatham and Durham counties. In addition to the experience listed in the question above, please list the work/volunteer experience/qualifications that would add to your expertise for this board. Know the Orange County area thoroughly. Know the subdivisions, roads, locations of most streets.Am able to run and organize a business. What do you see as the responsibilities of this board,and what do you hope to accomplish if appointed? It is to be sure that the taxpayer/property owner is equitably and fairly assessed for his equitable contribution to the tax revenues for the county. To assure that his dwelling is accurately represented to the tax office so that is can be fairly assessed. In the event that he/she is being inappropriately assessed or if there is an error in the data on file, It give the opportunity to prove this. Boards/Commissions appointments: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Application Date: 2/2/2015 Background,education and experience relevant to this board: Real Estate broker off and on since 1981. Full time 82-85, part time since then. Real Estate Appraiser in Orange county since 1985. Have personally appraised 8,000+properties including homes, condominiums,small mutli family and vacant land.Am fully Reasons for wanting to serve on this board: It makes good use of my skills. Now that I work part time rather than full time, I can offer my expertise and time to serve the county I have lived in since 1981. Conflict of Interest: 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 �J Page 3 of 3 Pamela Davis education and to renew Appraisers License. Other Comments: I 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. 03123/2017, 1 would only consider an"Alternate" position due to personal time constraints. This application was current on: 3/23/2017 Date Printed: 3/27/2017 s • f_