Spring 2012 VIRGINIA ASSOCIATION OF ASSESSING OFFICERSThe Quarterly Newsletter of Virginia’s Assessment Professionals

Shenandoah County is a part of the Shenandoah Valley Region of Virginia. This Region is centered in a 1200-mile trough of Great Valley lowlands (the prominent feature of the Appalachian Mountain system that runs from Quebec to Alabama). The Great Valley has been an important north-south route of travel since prehistoric times and, by the 1750s, was well settled to the southern end of Shenandoah Valley.

Shenandoah County was established in 1772 as Dunmore County, for Virginia Governor Lord Dunmore, and was renamed Shenandoah in 1778 for the Senedos Indian Tribe. In one of the most scenic valleys in America, Shenandoah County was settled by Germans from Pennsylvania who came looking for limestone-rich land and religious freedom. With the Massanutten Mountains on the east and the Alleghenies on the west, Shenandoah County is beautiful to behold. The Shenandoah River runs from south to north through the center of the valley with Interstate 81 not many miles from the river. Route 11, once the Indian trail through the valley, is a scenic highway dotted with quaint villages every five or six miles. Today Shenandoah County is home to two world class golf resorts and covers 513 square miles. As of 2010, the population was 41,993. Cont p. 4

VAAO Officersand Directors

Greg Daniels, CAE, PresidentCity of Lynchburg900 Church Street

Lynchburg, VA 24504(434) 455-3830 Fax (434) 847-1452E-mail: greg,daniels@lynchburgva.gov

Larry Mackereth, CAE, President-ElectFairfax County, Dept. of Tax Admin.

Assistant Director., R.E. Division12000 Gov’t Center Pkway, #357

Fairfax, VA 22035(703) 324-4941 Fax (703) 324-4935

E-mail: larry.mackereth@fairfaxcounty.gov

William Marchand, First Vice PresidentDeputy Director

City of Norfolk R. E. AssessmentCity Hall, Room 402

810 Union StreetNorfolk, VA 23510

(757) 664-4126 Fax (757) 664-4128E-mail:billmarchand@norfolk.gov

Ron Agnor, Second Vice PresidentCity of Virginia Beach

Real Estate Assessor’s Office2424 Courthouse Drive

Virginia Beach, VA 23456(757) 385-8549 Fax (757) 385-5727

E-mail: ragnor@vbgov.org

Brian Gordineer, AAS, SecretaryCity of Hampton

1 Franklin Street, Suite 602Hampton, VA 23669

(757) 728-5165 Fax (757) 728-3510E-mail: bgordineer@hampton.gov

Billy Driver, TreasurerCounty of Roanoke

P. O. Box 29800Roanoke, VA 24018

(540) 772-2040 Fax ()776-7129E-mail: bdriver@roanokecountyva.gov

Susan S. Lower, Immediate Past PresidentCity of Roanoke

(540) 853-2771 Fax (540) 853-5796E-mail: susan.lower@roanokeva.gov

David Sanford, Director 1 YearCity of Chesapeake

(757) 382-6363 Fax (757) 382-6844 E-mail: dsanford@cityofchesapeake.net

Bruce Lowe, Director 1 YearCounty of Roanoke

(540) 772-2035 X208 Fax: (540) 776-7129 E-mail: blowe@roanokecountyva.gov

Steve Esenbock, Director 1 YearFairfax County Dept. of Tax Admin.

(703) 324-3557 Fax: (703) 324-3505E-mail: steve.esenbock@fairfaxcounty.gov

Ryan Davis, Director 2 YearsCity of Falls Church

(703) 248-5110 Fax (703) 248-5184E-mail: rdavis@fallschurchva.gov

Pam Stepanick, Director 2 YearsCounty of Prince William

(703) 792-6780 Fax (703) 792-6775 E-mail: pstepanick@pwcgov.org

Jeff Davis, Director 2 YearsAlbemarle County

(434) 296-5856 X3201 Fax (434) 296-5801 E-mail: jdavis@albemarle.org

NETWORK Staff

Ryan DavisCity AssessorCity of Falls ChurchOffice of Real Estate Assessor300 Park Ave, Suite 104WFalls Church, VA 22046Phone (703)248-5107

Lisa Freeman

Real Estate Appraiser

Stanley Wooten

Administrative Assistant

A MESSAGE FROM THE PRESIDENT -CHANGE CAN BE GOOD

The 57th Education Seminar will be July 11-13, 2012 at the Charlottesville Doubletree. The committee has worked extremely hard planning a great seminar. We are excited to offer such quality sessions as USPAP, Keynote Speaker Craig Burns Tax Commissioner, Professional Residential Seminar Valuing Detrimental Property Conditions, Professional Commercial Seminar Valuing Marinas and Self-Storage and Friday’s Joint Session with Economist Jim Regimbal, Fiscal Analytics and Anika Khan, Senior Economist, Wells Fargo. Register early so you don’t miss out.

We continue making changes to our new website www.vaao.org. The VAAO is now utilizing on-line registration and accepting credit card payments for the Education Seminar. This new technology is very helpful for the Education Committee and helps us manage the event more efficiently. You can pay by check or credit card.

One of my goals this year is to scan all of the historic documents the VAAO has filed over the years. Our Historian, Steve Boyer, has now scanned over half of all documents. This amounts to over four feet of minutes, conference agendas, etc. We have created a Historian page on the website so that everyone can have access to our history.

Another enhancement to our website is that every back issue of the NETWORK has been scanned and placed on-line. You can access and read the exact issue as printed back to the Fall 1953.

We have obtained over 900 member email addresses. When you complete your annual dues invoice, please verify that the email addresses are correct and make changes as needed. We can now share information on seminars/conferences and legislative announcements more efficiently.

I encourage everyone to get involved and share your thoughts so that we can continue improving our association. Again thank you for the opportunity to serve as President. Please let me know if you have any suggestions or concerns.

Sincerely, , Greg Daniels, CAEVAAO President 2011-2012

Come to the Beach…

Come to Get Educated…

Henry Riley “Following the Trail” Peter F. Korpacz & Mark Kenney Tuesday, October 9 Professional Seminar, Thursday, October 11 Come To Get Motivated...

Bruce Hamilton Wednesday, October 10

Bruce Hamilton travels throughout the United States spreading his philosophy called “NO BAD DAYS” to thousands of people each year. Bruce believes that if you allow yourself to have a bad day,

YOU LOSE! Bruce shares his philosophy in a fast paced humorous style. Bruce is not a motivational speaker, he is a MOTIVATED speaker. He is motivated to help others take control of their lives

AND THEIR DESTINY by taking control of their attitudes. 

Come to Meet the Locals...

These are just a few of the conference offerings! A complete schedule of all classes and events will be available soon at www.vaao.org

VAAO Annual Conference October 9th through 12th, 2012

Hilton Oceanfront, Virginia Beach

Woodstock was established by charter in March 1761 as a part of what was then Frederick County. It was originally formed by a land grant from Lord Fairfax and named Muellerstadt (Miller Town) in 1752 after founder Jacob Miller. The town's charter was sponsored by George Washington in Virginia's House of Burgesses, and Woodstock has been the County Seat of Shenandoah County since its formation in 1772. The courthouse, located on Main Street, is the oldest courthouse still in use west of the Blue Ridge Mountains.

Fort Valley is a 23-mile-long mountain valley in Shenandoah County. This "valley within a valley" lies between the two arms of the northern Massanutten Mountain range. Except for a very narrow gap at the northern end through which Passage Creek flows and a single road, S.R. 678, runs, the valley is closed at both ends but expands to about three miles wide in the middle. Roads exit the valley at Edinburg Gap (S.R. 675) towards Edinburg, Moreland Gap (S.R. 730) towards New Market, and Edith Gap (S.R. 675) towards Luray. There is also a dirt road (S.R 758) that leads to Woodstock over Powell Mountain. The valley is mostly rural, consisting of private farmland, surrounded by the George Washington National Forest which covers the slopes on both the east and west mountains. The Elizabeth Furnace and Camp Roosevelt Recreation Area of the G.W. Forest are located within Fort Valley. At the order of George Washington, Daniel Morgan built the first road into Fort Valley from the north with a plan to hole up in this naturally fortified valley as a possible last stand against the British during the American Revolution. The Continental Army's victory at Yorktown altered Washington's plans.

The Shenandoah Valley is both a geographic valley and a cultural region of western Virginia and West Virginia in the United States. Named for the river that stretches much of its length, the Shenandoah Valley encompasses nine counties in Virginia and two counties in West Virginia. Shenandoah Valley Commuter Bus Service offers weekday transportation from NorthernShenandoah Valley, including Shenandoah and Warren Counties, to Arlington and Fairfax Counties in Northern Virginia and Washington, D.C. Origination points in Shenandoah County include Woodstock.

There is a fire spotting tower, built by the boys of the Civilian Conservation Corps on the mountain above Woodstock, which provides a vantage point of the town and the seven bends of the Shenandoah River. The first CCC camp, Camp Roosevelt, was built as part of the New Deal in 1933 in the Fort Valley east of Edinburg. This area is now the George Washington National Forest and abounds in hiking trails and areas for campsites.

Agriculture is a major use of the land; corn, hay, cattle, sheep, llamas, horses, apples, peaches and grapes contribute to the economy. Twenty-six Century Farms are producing in Shenandoah County on high-quality farmland. Natural resources such as iron deposits are still in abundance with limestone quarries and gravel pits. The major physical feature in addition to the mountains is of course the north fork of the river from which the County derives its name. The Shenandoah River is famous for its “seven bends,” but there are many more than that, too many to count, and ever-changing. The winding river cuts its way through rocks and fertile farmland from its springs and headwaters in the mountains to the Potomac at Harpers Ferry. With the river running south to north, the locals say they are going up when they travel south and down when they travel north. Because this region’s geology is karst -- a special type of landscape that is formed by the dissolution of soluble rocks (limestone in particular) -- the County contains large aquifers that provide much of the drinking water and many springs and caves, including two commercial caverns (Shenandoah Caverns in the south and the smaller, less-developed Crystal Caverns at Hupp’s Hill in the north). These caverns are underground wonderlands with mysterious passageways and amazing rock formations.

Education is important in the lives of the residents of Shenandoah County. In 2005, over 21% of its population was under age 18. Three public campuses serve more than 6,000 children of the County at Strasburg, Woodstock, and the southern campus between Mount Jackson and New Market. Massanutten Military Academy was established in Woodstock in 1899 by the Virginia Classis, the governing board of the Reformed Church. A college preparation school, it serves students from Shenandoah and all over the world in this peaceful valley. Shenandoah Valley Academy, established in 1908 by the Seventh-Day Adventists, a coeducational school for secondary students, is located on the western boundary of the town of New Market. Triplett Business and Technical Institute and the Massanutten Governor’s School are both in Shenandoah County.

Diverse religious, political and historical interests involve residents and visitors in a broad range of events and sites. Destinations include the County Fair, golf courses, caverns, museums, parks, and the last covered bridge over the Shenandoah River near Mount Jackson. Next to the Meems Bottom Bridge is a cornfield which bears testament to agricultural ingenuity as these farmers created one of the earliest Corn Mazes, a happy fall destination. Local farmers’ markets and weekly auctions are significant gathering places. Orkney Springs and Bryce Resort provide for cultural, social, and musical needs with a golf course, small airport, skiing, tubing and the Shenandoah Valley Music Festival. Diverse family activities include the Shenandoah Caverns with its accompanying Museum of American Celebration on Parade and the Yellow Barn, New Market Battlefield State Historical Park Civil War Museum, Museum of American Presidents, Stonewall Jackson Museum at Hupp’s Hill, and Half Moon Beach. Vineyards, restaurants, bed and breakfasts, motels and hotels serve visitors; local parades, art and craft shows, carnivals, and suppers to raise funds for myriad causes provide entertainment throughout the year. Shenandoah County is especially busy and beautiful during the fall with apples, peaches and vibrant colored leaves on the trees

CITY OF HAMPTON

The Office of the Assessor of Real Estate for the City of Hampton is pleased to announce Michele Packard has been promoted to Appraiser II.

The Office of the Assessor of Real Estate for the City of Hampton is also pleased to announce Justin Stanley has joined our team as an Appraiser I.

Joseph Evans, Jr. Appraiser III, will be retiring from the Office of the Assessor of Real Estate after 40 years of service to the City of Hampton.

COUNTY OF FAIRFAXFarewell:

Julio Vargas, director of the Revenue Collection Division, retired on April 10, 2012 after 27 years with Fairfax County.

Ruth Gordon, senior appraiser, retired on April 6, 2012 after 25 years of service.

David Pellegrino, senior appraiser, resigned effective May 6, 2012 after five years with DTA to accept a position with CarMax in North Carolina.

Janice Fleming, supervising appraiser, also resigned effective May 6, 2012 to accept a promotional position with another County agency.

Carol Steele, senior appraiser, resigned effective July 29, 2011 to relocate to the west coast with her family.

Rafiu Anjorin, senior appraiser, retired on November 4, 2011 after 18 years of service with Fairfax County.

Promotions:

Aruna Pearson, RES, was promoted to supervising appraiser in the Real Estate Division. Aruna will be working on the Commercial Team.

Yorka Crespo, RES; Nega Teweldemedhin, RES; Nathan Rutherford; Jean-Marc Poirier; and Anshu Kapani were recently promoted to senior appraiser in the Real Estate Division.

Nancy Bosnak was promoted to appraiser in the Real Estate Division on November 5, 2011.

New Employees:

Peter Murray, Brian Gander, Mike Kasunic, Ekow Asmah, Rico Rowell and John Moran joined DTA as appraisers in the Real Estate Division. All six hold appraiser licenses. Brian and Mike hold SRA designations from the Appraisal Institute.

REPORT ON THE 2012 VIRGINIA GENERAL ASSEMBLY SESSION

The 2012 General Assembly Session was as big a challenge as past sessions have proven to be. There were 16 general law bills introduced that affected the administrative abilities of the assessment profession. The assembly passed 9 of these into law, with 7 either failing or being carried over till the 2013 session. One of the failed issues was HB483 introduced by Delegate Iaquinto, which would greatly limit the ability of the assessor to correct an erroneous assessment for the three preceding tax years. The assessor would only be allowed to INCREASE an assessment for the three year look back period for (1) new construction or improvements (2) change in use of the property (3) fraud on part of the taxpayer. All other rules of assessment administration for the correction of erroneous assessments remain the same. The patron of the legislation has indicated the issue will be reintroduced in the 2013 session.

The legislation that passed the 2013 General Assembly Session was:

HB80 This bill added section 58.1-3284.3 which would require the assessor to CONSIDER the Inventory Map prepared by the U. S. Fish and Wildlife Services in making a determination of wetlands when there is a disagreement between the assessor and taxpayer. The bill also requires that wetlands be listed separately on the land book when requested by the taxpayer. This is already an option under section 58.1-3666 of the code.

HB81 This bill amends section 58.1-3230 of the code to state “ prior, discontinued use of property shall not be considered in determining its current use” in land use valuation.

HB190 This bill amends section 58.1-3219.7 which outlines an appeal procedure for applicants of the Disabled Veterans Tax Relief Program. This process is to be set up with the Commissioner of the Revenue or other assessing official in conjunction with the Commonwealth’s Commissioner of Veterans Services and to be administered by the Department of Veterans Services. Opinions can also be issued for the Commissioner of the Revenue or other assessing official and the appeals are for qualifying for the program only, not for the appeal of value.

HB408 This bill amends section 58.1-3212 of the code that removes the current language “Income shall include only those sources of gross income that are subject to tax under federal income tax laws, regulations, rules and policies “. This was to make the administration of the elderly and disabled tax relief program more manageable.

HB933, SB540, SB22 These bills amend section 58.1-3219.7 of the code to include under the exemption for qualifying veterans covered under the Veterans Real Estate Tax Exemption Program (1) property that is held in an revocable inter vivos trust (2) when the qualifying veteran or spouse is absent from the house for medical reasons (3) property purchases after January 1 to be prorated (4)property of veterans qualifying after January 1 shall be shall be prorated

SB73, HB1073 These bills amends section 58.1-3295.1 of the code that addresses the appeal of apartment property consisting of more than four units. The legislation requires the BOE to CONSIDER, not use, the actual income and expenses in making their final determination on the property value. This requirement does not apply when (1) such real property has been sold since the previous assessment, in which case the board may consider the sales price (2) improvements on the property are being constructed or renovated, in which case the board may consider the market value of such property (3)the value arrived at by the income approach is not otherwise in accordance with generally accepted appraisal practices and standards prescribed by the IAAO, in which case the board may consider the market value of such property.

This report respectfully submitted by,

Charlie Crowson

IN MEMORY OF JOSEPH BRIAN BERGEN

BERGEN, Joseph Brian, was born on January 31, 1938 in New York City, N.Y. He died peacefully Friday, February 3, 2012 in Richmond, Virginia, of natural causes surrounded by his wife and family. He was preceded in death by his parents, Francis D. Bergen and Margaret Galligan Bergen; his sister, Florence Bergen Kelly; and a brother, Richard Bergen. He is survived by his wife, Janis Parrish Bergen; his daughters, Tara Heimbuger of San Jose, Calif. and Graham Lehr of Richmond, Va.; his son, Brian Christopher Bergen of Half Moon Bay, Calif.; his stepsons, Jeffery C. Hudgins of Sulphur, La. and J. Eric Hudgins of Richmond, Va.; his stepdaughter, Rebecca Hudgins Gorra of Staunton, Va.; 12 grandchildren; his first wife, Jeanne Graham Herlihy, whom he married in Port Washington, N.Y. in 1964. His second marriage to Janis P. Hanky was in Richmond, Va. in 1995. He graduated high school from Bellarmine College Preparatory in 1956 and received his BBA from Pace University in New York City in 1968. He served in the U.S. Army from 1959-1962. He made a career in real estate, most recently holding positions with both the City of Richmond and the State of Virginia as a Property Tax Consultant. He was a member of the Appraisal Institute, holding the coveted designation of MAI. He was also a member of the Society of Real Estate Appraisers and the Virginia Association of Assessing Officers. He was ordained a deacon in the Diocese of Richmond in 2002 and accepted assignments to pastoral care at St. Mary's Hospital and MCV, Catholic chaplain for James River Correctional Center, Knights of Columbus, and most recently with the Cathedral of the Sacred Heart in Richmond. He was an avid golfer and fan of the New York Giants and the New York Yankees. A Mass of Christian Burial will be held 12 noon Tuesday, February 7, at the Cathedral of the Sacred Heart. Donations in his name can be made to Bellarmine College Preparatory in San Jose, Calif. (www.bcp.org).

OUR THOUGHTS:

When Tom Morrelli retired, Brian Bergen was the person who stepped forward to help localities when there were issues concerning assessment process within that jurisdiction. He was also a great teacher to many Board of Equalizations throughout the state. You could always pick up the phone and call for advice on an appraisal issue or even call for him to come to your locality. He was always ready to help. You could also expect a very big smile on his face when you saw him at VAAO Education Seminar or Conference. We all will miss his great smile and willingness to help. – Billy Driver, Roanoke County

Brian Bergen may have been a New Yorker by birth, but he was the epitome of a true Southern gentleman, gracious and giving in word and deed. - Charles T. Vester, CPA, City Assessor, City of Newport News

It was with great sadness to hear of Brian's passing. Brian was colleague and a friend. He served VAAO well as an instructor, speaker, committee member and Board Member. Brian served our communities in helping train our Board's of Equalization. Mostly I will miss his kind and gentle spirit. It was a pleasure to work with him.- WendelIngram, Salem

I fondly remember Brian for the huge smile he always had on his face. If you were alone at one of the VAAO events, you could always talk to Brian and he’d make you feel like you were welcome. Having both worked for the City of Richmond, although at different times, we had a bond. I always knew that Brian would have a big welcoming smile for me whenever we saw each other. At the 2010 VAAO conference in VA Beach, we sat next to each other. I asked Brian if he had any thoughts of retiring in the near future. With that big smile he replied, “Retire? Why would I do that? I LOVE my job!” The VAAO has had the friendship of a great fellow, who will be sorely missed! - Catherine M. Brincefield, Fairfax County

I came to work with the Department of Taxation on October 25, 2010. Brian was the senior staff member in the Appraisal Consultant Section, and he immediately made me feel welcome. Although I’d met Brian previously, I never really got the chance to know him. In the short time before going into the hospital on November 15th, I came to know him for his great generosity and energy.After his operation and the complications that followed, we all worried and prayed for his recovery. His recovery was slow. After a six month period on short-term disability, still in recovery/rehabilitation, Brian was placed on long-term disability, and his position was closed. Eventually, he was released from rehabilitation. He continued to push his recovery, always hoping for a return to work. One month before he passed, we met for lunch at the Crazy Greek Restaurant in Richmond. Though visibly weak, his enthusiasm brightened the conversation. He spoke of wanting to buy some houses to fix up and resell, and hoped for a chance to come back to work for Property Tax.As I travel around the Commonwealth, and I speak with those who knew him, I find that the Brian I got know is the same Brian everyone knew… positive, generous, energetic, and a pleasure to be with. May he be remembered always. - Nick Morris

Brian was more than a mentor to me. He was also my friend and will be deeply missed. Rest well my friend. - Jason Hughes

Brian loved people. I think his friendships and connections that he made through his work, was the reason for him working. He was a people person. People would always mention Brian or ask how he was doing. He made a lasting impression on people. There also was his beloved New York. From his sports teams to his personality, it shined through in all that he did. – Jason Illig

One of the main reasons Brian enjoyed his job in Property Tax was because It offered him the opportunity to interact with people throughout the Commonwealth, and he truly loved interacting with people. I also knew Brian in another way, through the Church, and was fortunate one Sunday to catch one of his sermons. In the decade or so that I worked with him, his kindnesses never stopped coming and were to be found immediately beneath the tough New Yorker façade. Joie de vivre can only describe Brian for me – the joy of living! And his enjoyment of life was contagious! Thanks, Brian! - Val Serowatka

Mr. Bergen, to me, was a consummate professional in the assessment world. He was always quick to insert a joke or two that made learning from him a real joy. I will miss his smile! -John P. Oakes, Prince William County

For Immediate ReleaseMarch 28, 2012

IAAO Library Adds Subject Guide on LIHTC Properties

A new subject guide on Low Income Housing Tax Credit Properties (LIHTC) was added to the library’s growing collection of online subject guides. This new subject guide provides a list of resources on the assessment issues involved with the valuation of these properties. All of the resources are either free on the Internet or available for download/request from the LibraryLink catalog (requires member login). The books can be borrowed by members for a 3-week loan period.

A book published by the IAAO Legal Committee in 2003 has been very helpful to many assessors: Valuation of Subsidized Housing which covers policy perspectives, legal approaches to valuation, and appraisal & assessment challenges. It can be borrowed from the library or purchased in the IAAO online marketplace.

There are forty resources that were carefully selected for this subject guide from our library collection, and the list is growing as more research is published in this area. The LIHTC subject guide can be accessed from the library web site (select Subject Guides on Property Tax Topics) or at the following URL: http://www.iaao.org/sitePages.cfm?Page=494. If members would like assistance with obtaining resources on this or any assessment subject, you may contact the Director of Library Services, Mary Odom at library@iaao.org or 816-701-8117.

Thank you,

Mary Odom M.L.S.Director of Library ServicesInternational Association of Assessing Officers314 W. 10th St.Kansas City, MO 64105-1616Direct: 816-701-8117Fax: 816-701-8149Toll-free: 800-616-4226odom@iaao.org

"IAAO Library: Answering impossible questions since 1965

• VAAO BOARD MEETING MINUTES• Friday, April 20, 2012• Williamsburg Hotel and Conference Center, Williamsburg, Virginia• Call to Order by VAAO President Greg Daniels, CAE on April 20, 2012 at 10:00 am.• In Attendance:• Voting Members:• Past President Susan Lower, SRA -Present• President Greg Daniels, CAE -Present• President Elect Larry Mackereth, CAE -Present• First Vice President Bill Marchand -Present• Second Vice President Ron Agnor -Present• Treasurer Billy Driver -Present• Secretary Brian Gordineer, AAS -Present• Director 1 Year David Sanford, CAE, SRA -Absent• Director 1 Year Bruce Lowe -Present• Director 1 Year Steve Esenbock -Present• Director 2 Years Jeff Davis -Present• Director 2 Years Ryan Davis -Absent• Director 2 Years Pam Stepanick -Present• Invocation: Chaplain Kenny Hall provided the invocation. The invocation was preceded by a

moment of silence for Brian Bergen. •

Pledge of Allegiance: Flag Bearer Bruce Lowe led the Pledge of Allegiance.• Secretary’s Report: Brian Gordineer, AAS – Present• President Greg Daniels, CAE asked the Secretary to read the minutes from the December 2, 2011

meeting. Director Bruce Lowe made a motion to dispense with the reading of the minutes. The motion was seconded by Director Steve Esenbock. There was no discussion and all voted in favor. Director Bruce Lowe made a motion to approve the minutes. The motion was seconded by Director Steve Esenbock. There was no discussion and all voted in favor.

• Treasurer’s Report: Billy Driver – Present • Treasurer Billy Driver presented year-end balance and current year reports which are attached and

were explained in detail. A motion to accept the Treasurer’s report was made by Director Bruce Lowe. The motion was seconded by Director Pam Stepanick. There was no discussion and all voted in favor.

• Reporting to the President Elect: Larry Mackereth, CAE• Education Committee 2012: Kathy Grizzle and Libby Griebel – Present.

Co-Chairwoman Kathi Grizzle reported that the Education Seminar is scheduled for July 11-13 at the Doubletree Charlottesville. Room rate is $108. Speakers Randy Bell, Brad Sanford, David Richards, Tommy Rice, Jim Hester and various panels are planned. The same food menu as last year, including lunch at the opening session, is planned. The budget was presented for review. President Greg Daniels, CAE discussed the implementation of online registration and presented a proposal for online billing. There was considerable discussion of the potential benefits and possible pitfalls associated with transitioning to online billing for the Education Seminar. Particular concerns included reconciling PayPal and checking accounts, service charges, audit trails, refunds, refund charges and training. It was agreed to do further research and testing at the Education Seminar and/or the Annual Conference. Bruce Lowe presented the planned Land Use program for the Education Seminar and indicated that three persons had been selected as recipients of the Elgin “Pistol”McMillian Scholarships.

• Jason Hughes offered to put the VAAO catering funds toward two more scholarships in the name of Brian Bergen. Jason suggested the drink sign would be replaced with a sign to acknowledge the Brian Bergen Scholarships.

• Education Committee 2013: Elizabeth Craft - Absent and Jeff Davis - Present• Co-Chairperson Jeff Davis presented a report summarizing the move of the

Education Seminar to the Charlottesville Omni for 2013, 2014 and 2015.• Audit and Finance Committee: Steve Esenbock – Present• Chairman Steve Esenbock provided the attached report. He indicated that the

committee met on March 7 in Charlottesville to conduct an internal audit of the association and conference.

• Annual Meeting 2013: Catherine Brincefield - Present• Chairwoman Catherine Brincefield reported that the 2013 Annual Conference would

be held October 30 – November 1 at the Tyson’s Corner Hilton in McLean. The room rate will be $149. The hotel has been remodeled recently and is near the Hilton headquarters. Registration fees are expected to be the same as 2012.

• Reporting to First Vice President: Bill Marchand Greg Presented• Arrangements Committee 2012: Janice Hudgins and Kim Smith - Present• Past President Janice Hudgins indicated that the 2012 Annual Conference will be

held October 9-12 at the Hilton in Virginia Beach. The room rates at the Hilton will be $139. Tuesday there will be a class taught by Henry Riley, and possibly a Proval Users Group, if the Proval pre-Seminar program is well received. Bruce Hamilton, Peter Korpacz and Mark Kenny are planned speakers. A bus trip or tour and golf is planned for Friday. The budget will be forwarded to President pending receipt of program estimates.

• Membership Committee: John Nelms, RES, SRA - Present• Chairman Nelms provided a report indicating that he processed eleven new

members this year. • PDP Advisory Committee: David Sanford, CAE, SRA - Absent. • No report. • Personnel Committee: Lori Nuckles - Absent• President Greg Daniels, CAE recommended that the program used was

problematic and that perhaps an excel format would be most efficient.• Reporting to Second Vice President: Ron Agnor• Awards Committee: Charles Vester - Absent• No report• Resolutions Committee: John Nelms, RES, SRA - Absent• Chairman Nelms read resolutions for Joseph Brian Bergen and Benjamin Scovill

Kelsey. Director Pam Stepanick made a motion to approve the resolutions. The motion was seconded by Director Bruce Lowe. There was no discussion and all voted in favor.

• Manual Committee: John Kiger - Absent• Chairman John Kiger had no report.• Publicity Committee: Ryan Davis - Absent• Chairman Ryan Davis reported that another issue of the Network should be

published any day

• Reporting to President: Greg Daniels, CAE• Nominating Committee: Susan Lower, SRA – Present• Past President Susan Lower did not have a report.

Legislative Committee: Janet Coldsmith, CAE and Tommy Rice, CAE – Present• No report was given.• Communications and Technology Committee: Greg Daniels, CAE– Present.

President Greg Daniels, CAE reported that the functionality of the user password is now working for the “members only” area.

• Use Value Committee: Bruce Lowe - Present and Jane Powell – Absent• Co-Chairperson Bruce Lowe reported that the committee would be working on a program for the

Educational Seminar• Regional Seminar Committee: Tammy Carroll, CAE – Present

Chairwoman Tammy Carroll, CAE indicated that planning would be underway to offer regional seminars for the coming year. Asked for $1,000 to be used Course 400 being taught in Hampton Roads during July.

• Nick Norris indicated that the Department of Taxation would like to present a program on mineral valuation.

• Parliamentarian: Wendell Ingram – AbsentNo report was given.

• Historian: Steve Boyer – AbsentHistorian Steve Boyer provided a report indicating that he is well underway in scanning over eight feet of files that comprise the Association’s historical records.

• Chaplain: Kenny Hall – Present• No report was given.• Commissioner of Revenue Liaison: Frankie Edmondson – Present

Liaison Frankie Edmondson reported that he looked forward to continue working with the VAAO. He shared thoughts on coordination of programs between the Commissioners and the VAAO.

• IAAO Representative: Wendell Ingram - Absent and Roosevelt Barbour, RES - Present• Co-IAAO Representative Roosevelt reported the “2 for $200” membership deal has ended.• The IAAO Annual Conference is scheduled for September 9 through 12 in Kansas City.• Unfinished Business:• No unfinished business was discussed.• New Business:

• VAAO Incentive/Award for Members Achieving an IAAO Designation• President Daniels presented a proposal of Bruce Woodzel to offer monetary incentive/awards for

IAAO designations. There was discussion regarding difficulties and challenges in obtaining a designation, although many agreed that money does not necessarily create the ambition to pursue a designation. It was agreed to present this proposal to the PDP Advisory Committee for further consideration.

•Board retreat for Planning Future Goals and Direction

• President Daniels presented a proposal for having a Board retreat for strategic planning. The proposal would provide for long-term planning beyond the regular Board meetings which focus on the Educational Seminar and Annual Conference. There was discussion on whether the retreat would be a separate meeting or combined with the Seminar or Conference. It was agreed to move ahead with planning a retreat.

• Virginia Proval Users Group• Bill Marchand announced that there will be a Proval session in Charlottesville preceding the

Educational Seminar.• The meeting was adjourned by President Greg Daniels, CAE at 12:38 p.m.