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HomeMy WebLinkAboutAgenda - 03-16-2021; 11-a - Board of Equalization and Review – Appointments 1 ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: March 16, 2021 Action Agenda Item No. 11-a SUBJECT: Board of Equalization and Review — Appointments DEPARTMENT: Board of Commissioners ATTACHMENT(S): INFORMATION CONTACT: Member Roster Clerk's Office, 919-245-2130 Application Interest List Applications of Persons on the Interest List PURPOSE: To consider making appointments to the Board of Equalization and Review. BACKGROUND: The following information is for Board consideration: The positions to be filled for the new terms on the Board of Equalization and Review are as follows: VOLUNTEER POSITION TYPE OF TERM TO BE DESCRIPTION APPOINTMENT EXPIRATION DATE APPOINTED TERM Hunter Beattie Member Full Term 03/31/2023 Barbara Levine Member Full Term 03/31/2023 To Be Member Full Term 03/31/2023 Determined To Be Alternate Full Term 03/31/2023 Determined To Be Alternate Full Term 03/31/2023 Determined To Be Alternate Full Term 03/31/2023 Determined NOTE: Dr. Andrew Landstrom sent a request to Chad Phillips (Tax Administration Department) that he is only interested in one of the Alternate positions. 2 NOTE - If the individuals listed above are appointed, the following vacancies remain: POSITION EXPIRATION VACANCY INFORMATION DESIGNATION DATE Alternate 03/31/2023 No additional applicants Alternate 03/31/2023 No additional applicants Alternate 03/31/2023 No additional applicants Alternate 03/31/2023 No additional applicants Appointment of Chair: VOLUNTEER POSITION TYPE OF TERM TO BE DESCRIPTION APPOINTMENT EXPIRATION DATE APPOINTED TERM AS CHAIR Hunter Beattie Chair Full Term 03/31/2023 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 in the Tax Administrator's budget. SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goal is applicable to this item: • GOAL: 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. ENVIRONMENTAL IMPACT: There is no Orange County Environmental Responsibility Goal impact associated with this item. RECOMMENDATION(S): The Manager recommends that the Board consider making appointments to the Board of Equalization and Review. 3 Board and Commission Members And Vacant Positions Board of Equalization and Review (REQUIRES DISCLOSURE STATEMENT) Meeting Times:TBD tbd Contact Person: Steven"Chad"Phillips,Deputy Tax Assessor Meeting Place: The Gateway Building Contact Phone: 919-245-2103 Positions: 10 Length:2 years Terms: 1 Description: <div>The members of this board are appointed by the Board of Commissioners.&nbsp;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.&nbsp;THE BOARD OF COUNTY COMMISSIONERS SHALL DESIGNATE THE CHAIR.</div> Mr. Hunter Beattie 1 First Appointed: D3/19/2019 Gender Identity: Male Township: Bingham Current Appointment: 03/19/2019 Ethnic Background: White Resid/Spec Req: Expiration: D3/31/2021 Age Range: 35-59 Special Repr: Member Number of Terms: 1 Mr. Daron Satterfield 2 First Appointed: D3/19/2019 Gender Identity: Male Township: Cedar Grove Current Appointment: 03/19/2019 Ethnic Background: African American Resid/Spec Req: Expiration: D3/31/2021 Age Range: Special Repr: Member Number of Terms: 1 Pamela Davis 3 Chair First Appointed: D3/28/2017 Gender Identity: Female Township: Chapel Hill Current Appointment: D3/19/2019 Ethnic Background: White Resid/Spec Req: Expiration: D3/31/2021 Age Range: Special Repr: Member Number of Terms: 2 Barbara Levine 4 First Appointed: D3/28/2017 Gender Identity: Female Township: Chapel Hill Current Appointment: D3/19/2019 Ethnic Background: White Resid/Spec Req: Expiration: D3/31/2021 Age Range: Special Repr: Alternate Number of Terms: 1 Reginald Morgan 5 First Appointed: D3/21/2017 Gender Identity: Male Township: Chapel Hill Current Appointment: D3/19/2019 Ethnic Background: White Resid/Spec Req: Expiration: D3/31/2021 Age Range: Special Repr: Alternate Number of Terms: 2 VACANT 6 First Appointed: Gender Identity: Township: Current Appointment: Ethnic Background: Resid/Spec Req: Expiration: D3/31/2021 Age Range: Special Repr: Alternate Number of Terms: Wednesday,March 10,2021 Page 1 Board and Commission Members And Vacant Positions Board of Equalization and Review (REQUIRES DISCLOSURE STATEMENT) Meeting Times:TBD tbd Contact Person: Steven"Chad"Phillips,Deputy Tax Assessor Meeting Place: The Gateway Building Contact Phone: 919-245-2103 Positions: 10 Length:2 years Terms: 1 VACANT 7 First Appointed: Gender Identity: Township: Current Appointment: Ethnic Background: Resid/Spec Req: Expiration: D3/31/2021 Age Range: Special Repr: Alternate Number of Terms: Dr Andrew Landstrom 8 First Appointed: D3/10/2020 Gender Identity: Male Township: Hillsborough Current Appointment: D3/10/2020 Ethnic Background: Other Resid/Spec Req: Expiration: D3/31/2021 Age Range: 35-59 Special Repr: Alternate Number of Terms: VACANT 9 First Appointed: Gender Identity: Township: Current Appointment: Ethnic Background: Resid/Spec Req: Expiration: 03/31/2021 Age Range: Special Repr: Alternate Number of Terms: VACANT 10 First Appointed: Gender Identity: Township: Current Appointment: Ethnic Background: Resid/Spec Req: Expiration: D3/31/2021 Age Range: Special Repr: Alternate Number of Terms: Wednesday,March 10,2021 Page 2 5 Applicant Interest Listing by Board Name and by Applicant Name Contact Person: Steven"Chad"Phillips,Deputy Board of Equalization and Review (REQUIRES DIS Contact Phone: 919-245-2103 Mr. Hunter Beattie Gender Identity: Male Date Applied: 02/01/2019 Ethnic Background: White Township: Bingham Age Range: 35-59 Res.Eligibility: County Also Serves On: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Dr Andrew Landstrom Gender Identity: Male Date Applied: 01/13/2020 Ethnic Background: Other Township: Hillsborough Age Range: 35-59 Res.Eligibility: Hillsborough Town Limits Also Serves On: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Also Serves On: Orange County Parks and Recreation Council Barbara Levine Gender Identity: Female Date Applied: 01/08/2021 Ethnic Background: White Township: Chapel Hill Age Range: Res.Eligibility: County Also Serves On: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Leon Meyers Gender Identity: Male Date Applied: 03/08/2021 Ethnic Background: White Township: Eno Age Range: Res.Eligibility: County Also Serves On: Orange County Board of Adjustment(REQUIRES DISCLOSURE STATEMENT) Reginald Morgan Gender Identity: Male Date Applied: 01/08/2021 Ethnic Background: White Township: Chapel Hill Age Range: Res.Eligibility: Carrboro City Limits Also Serves On: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Wednesday,March 10,2021 Pagel of 2 6 Applicant Interest Listing by Board Name and by Applicant Name Contact Person: Steven"Chad"Phillips,Deputy Board of Equalization and Review (REQUIRES DIS Contact Phone: 919-245-2103 karen morrissette Gender Identity: Female Date Applied: 12/31/2020 Ethnic Background: White Township: Age Range: 60+ Res.Eligibility: Also Serves On: Also Serves On: Wednesday,March 10,2021 Page 2 of 2 7 Page 1 of 2 Andrew Landstrom Volunteer Application Orange County Advisory Boards and Commissions Name: Dr Andrew Landstrom Name Called: Home Address: 320 Papyrus PI Hillsborough NC 27278 Phone: 832-484-2026 Email: aplandstrom@gmail.com Year of OC Residence: 2018 Township of Residence: Hillsborough Zone of Residence: Hillsborough Town Limits Gender Identity: Male Ethnic Background: Other Age Range: 35-59 Community Activities/Organizational Memberships: I am a member of the Hillsborough Parks and Rec Board and have been an active member since the summer of 2019. Through my day job, I am a member of several medical and scientific organizations as well as administrative roles within Duke School of Medicine and Duke Children s Hospitals Past Service on Orange County Advisory Boards: I have not participated in Orange County Advisory Boards Boards/Commissions applied for: Board of Equalization and Review (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: I received my undergraduate degree from UNC Chapel Hill and a obtained an MD and a PhD (in molecular pharmacology)from the Mayo Clinic College of Medicine in Rochester, MN. I completed pediatrics, pediatric cardiology, and pediatric electrophysiology clinical training, as well as post doctoral training in molecular physiology at Baylor College of Medicine in Houston, TX. I then accepted a job (back home!) and returned to NC with my wife in family. We moved to Hillsborough in 2018 and I currently lead a cardiovascular genetics clinic at Duke Childrens Hospital and I lead a research team exploring the causes of sudden cardiac death-predisposing diseases. While I recognize that none of these experiences do not seem to be directly relevant to a board of equalization and review; however, it has reinforced several characteristics that are important- being objective in the face of(sometimes heated) emotion and being financially prudent for a greater good. Perhaps more importantly, I am a homeowner and member of the community. I know firsthand what its like to have what I perceived was an unfair property assessment-when we lived in Pearland, TX I believed that my county appraised property value was a gross over estimation given the home sale prices in the neighborhood. I know firsthand how challenging and opaque the process of petitioning for an adjustment can be. Reasons for wanting to serve on this board: 8 Page 2 of 2 Andrew Landstrom My principal reason behind wanting to serve is to be community member, and an Orange County homeowner, that is an impartial arbiter of disagreements between my neighbors and my community as a whole. I hope by doing this I can learn more about my community and about the local government that directly impacts my life and the lives of my family. Contribution to the diversity of viewpoints on this board: I am a bit different than many individuals who tend to serve in local volunteer positions. I am a recently(re)-transplant to the area. Further, I have a wife and 2 school aged children that live and work in Orange County. I am a mixed-racial individual (mother is southern Vietnamese and my father is Caucasian) and I rarely see individuals of either Asian or Pacific-Islander descent in local government. Further, while there are a number of physicians and scientists in the area, I do not prominently see their participation on local boards. Conflict of Interest: No disclosures. Boards/Commissions appointments: Orange County Parks and Recreation Council Application Date: 1/13/2020 Background, education and experience relevant to this board: I received my undergraduate degree from UNC Chapel Hill and a obtained an MD and a PhD (in molecular pharmacology)from the Mayo Clinic College of Medicine in Rochester, MN. completed pediatrics, pediatric cardiology, and pediatric electrophysiology cl Reasons for wanting to serve on this board: I since being a part of the Hillsborough Parks and Rec Board, I have learned a tremendous amount about the intricacies of town planning as it pertains to the Town s recreational spaces. This has given me an appreciation for the role of these spaces in a Conflict of Interest: Board of Equalization and Review(REQUIRES DISCLOSURE STATEMENT) Application Date: 1/13/2020 Background, education and experience relevant to this board: I received my undergraduate degree from UNC Chapel Hill and a obtained an MD and a PhD (in molecular pharmacology)from the Mayo Clinic College of Medicine in Rochester, MN. I completed pediatrics, pediatric cardiology, and pediatric electrophysiology cl Reasons for wanting to serve on this board: My principal reason behind wanting to serve is to be community member, and an Orange County homeowner, that is an impartial arbiter of disagreements between my neighbors and my community as a whole. I hope by doing this I can learn more about my communit Conflict of Interest: No disclosures Other Comments: This application was current on: 1/13/2020 12:27:59 PM Date Printed: 1/11/2021 9 Page 1 of 2 Leon Meyers Volunteer Application Orange County Advisory Boards and Commissions Name: Leon Meyers Name Called: Home Address: 3126 Carriage Trail Hillsborough NC 27278 Phone: 919-422-5773 Email: LMeyersNC@gmail.com Year of OC Residence: 2005 Township of Residence: Eno Zone of Residence: County Gender Identity: Male Ethnic Background: White Age Range: Community Activities/Organizational Memberships: Homebuilders Association of Durham Orange and Chatham Counties, Past President; Durham County Orange County Board of Adjustment Past Service on Orange County Advisory Boards: Orange County Board of Adjustment Boards/Commissions applied for: Board of Equalization and Review (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: Retired homebuilder with related experience in real estate values. Reasons for wanting to serve on this board: To support the Orange County community. Contribution to the diversity of viewpoints on this board: Homebuilding business experience. Conflict of Interest: Boards/Commissions appointments: Orange County Board of Adjustment (REQUIRES DISCLOSURE STATEMENT) Application Date: 4/23/2018 Background, education and experience relevant to this board: Past experience with Durham Board of Adjustment includes solid understanding of quasi judicial format. Broad professional experience with land use regulation provides solid understand of basic regulations. Reasons for wanting to serve on this board: 10 Page 2 of 2 Leon Meyers Past experience as applicant before boards and commissions has highlighted the need for responsible board members. Conflict of Interest: Other Comments: This application was current on: 3/8/2021 Date Printed: 3/8/2021 11 Page 1 of 2 Reginald Morgan Volunteer Application Orange County Advisory Boards and Commissions Name: Reginald Morgan Name Called: Home Address: 311 Rossburn Way Chapel Hill NC 27516 Phone: 919-624-3434 Email: reg.morgan3@gmail.com Year of OC Residence: 1992 Township of Residence: Chapel Hill Zone of Residence: Carrboro City Limits Gender Identity: Male Ethnic Background: White Age Range: 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. Contribution to the diversity of viewpoints on this board: Conflict of Interest: 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. Contribution to the diversity of viewpoints on this board: Conflict of Interest: 12 Page 2 of 2 Reginald Morgan 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. Contribution to the diversity of viewpoints on this board: Conflict of Interest: Boards/Commissions appointments: Board of Equalization and Review (REQUIRES DISCLOSURE STATEMENT) Application Date: 2/19/2019 Background, education and experience relevant to this board: Reasons for wanting to serve on this board: Conflict of Interest: 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: Board of Equalization and Review (REQUIRES DISCLOSURE STATEMENT) Application Date: 2/7/2017 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: 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. This application was current on: 1/8/2021 Date Printed: 1/8/2021 13 Page 1 of 2 Karen Morrissette Volunteer Application Orange County Advisory Boards and Commissions Name: Karen Morrissette Name Called: Home Address: 4024 Sapling Trail Hillsborough NC 27278 Phone: 301-704-4996 Email: karenmorrissette@embargmail.com Year of OC Residence: 2008 Township of Residence: Bingham Zone of Residence: County Gender Identity: Female Ethnic Background: White Age Range: 60+ Community Activities/Organizational Memberships: I served as a member of the County s Board of Equalization and Review for several years (as a member, as chair, or as alternate). I currently tutor in the Orange County Public School s Virtual Academy three mornings per week and volunteered in the brick and mortar classroom prior to the pandemic. I chaired the Parish Council at my local Catholic Church and served on the Board of the Orange Congregations in Mission. I have been on the Board of Directors of my HOA (I do not currently serve in that capacity so I would not have any conflict of interest.) Past Service on Orange County Advisory Boards: Board of Equalization and Review. Boards/Commissions applied for: Board of Equalization and Review (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: I am an attorney(currently retired from the practice of law). I have a deep background in litigation involving financial transactions, including real estate matters. My service for several years on the Board of Equalization and Review added to my knowledge and experience. Reasons for wanting to serve on this board: I am always looking for opportunities to serve my local community. Contribution to the diversity of viewpoints on this board: It is important to have Board members who are not real estate professionals or appraisers. It is important that Board members have an open mind concerning the various types of information which homeowners/taxpayers present in support of their positions concerning the valuation of their property.. Conflict of Interest: Boards/Commissions appointments: 14 Page 2 of 2 Karen Morrissette Board of Equalization and Review (REQUIRES DISCLOSURE STATEMENT) Application Date: 1/9/2015 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: 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 a federal 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: 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. Submitted an updated application 01/08/2015. This application was current on: 12/31/2020 Date Printed: 12/31/2020