Apr 19, 2023 Board of Directors Meeting

JAMES VALADEZ: TRAVIS CENTRAL APPRAISAL DISTRICT BOARD OF

[1. Call to Order]

[00:01:06]

[2. Establishment of Quorum]

[3. Citizens Communication]

TRAVIS COUNTY TAXPAYER: HELLO. MY NAME IS AARON KEITH. I AM A BORN AND RAISED AUSTINITE. MY FAMILY'S BEEN HERE A FEW GENERATIONS. I AM IN THE MORTGAGE BUSINESS, SO I WORK WITH PEOPLE BUYING THEIR HOMES, SELLING HOMES, REFINANCING HOMES, AND THE TAX INCREASES OVER THE PAST TWO TO THREE YEARS ARE STARTING TO PLAY OUT INTO ESCROW SHORTAGES MAKING UP THE DIFFERENCES IN THE COST OF LIVING HAS INCREASED SO SUBSTANTIALLY WITH THE FED MONEY PRINTING THAT IN COMBINATION WITH THE TAX INCREASES, IS GOING TO PUT A LOT OF PEOPLE OUT OF A HOME AND OR INCREASE RATES SUBSTANTIALLY OVER THE NEXT 12 TO 24 MONTHS, BECAUSE THOSE TIMES, THOSE THINGS TAKE TIME TO PLAY OUT. I HAVE A CONDO LOCATED OFF SOUTH LAMAR. IT'S A RENTAL PROPERTY. I BOUGHT IT AS A HOMESTEAD. I'VE CONVERTED IT INTO A RENTAL THAT VALUE WENT FROM 300 IN 2021 TO 400 IN 2022.

I WAS EXPECTING VALUES TO COME DOWN FOR 2023 AND I LOOKED ON SATURDAY, AND WAS ALARMED WHEN I SAW IT WENT FROM 400 TO 525. THE COMPS SUGGESTED IT'S WORTH MID FOURS AT BEST. I RECENTLY SAW A LISTING AT 430 FOR A SIMILAR PROPERTY. SO THEY'RE GETTING EGREGIOUS. I ATTEMPTED TO LOOK UP YOUR NAME, BRUCE, I COULDN'T FIND A PROPERTY. DO YOU OWN A PROPERTY IN TRAVIS COUNTY, AND THAT'S UNDER LOCK AND KEY. YOU CAN'T SEE WHAT THE VALUES HAVE DONE ON THAT. OKAY, SO THE INITIAL MOVEMENT ONCE THE TITLE IS CHANGED HANDS, RIGHT? I UNDERSTAND YOU REMOVE THE HOMESTEAD CAP, BUT YOU HAVE PEOPLE PAYING SIX, $7,000 IN TAXES, THEY SELL THEIR HOME, AND THE PURCHASERS PAYING 11, $12,000 IN TAXES. IT'S EGREGIOUS. THE POWER TO TAX IS THE POWER TO DESTROY, AND THERE'S GOING TO BE A LOT OF PEOPLE HURTING AND HAVING TO SELL THEIR HOME. APRIL, STATISTICS FOR THE MONTH OF MARCH, VALUES WERE DOWN 15% IN TRAVIS COUNTY, AND YET MY VALUE WENT UP 30% THERE'S NOTHING I CAN DO ABOUT IT OTHER THAN SELL THE HOME YOU ARE TAXING UNREALIZED GAINS, RIGHT? SO THE ONLY THING I COULD DO IS RAISE RENT ON THE TENANT, RIGHT? THAT'S THE ONLY THING I COULD DO, OTHER THAN SELLING THE PROPERTY. BUT CONSIDERING SOMEBODY COMES AND BUYS THAT PROPERTY NOW THEY'RE AT THEY'RE TAXED AT 525, RIGHT, WHEN THE HOMES NOT NEARLY THAT AMOUNT.

THANK YOU.

JAMES VALADEZ: THANK YOU SO MUCH. BRUCE.

BRUCE ELFANT: JUST WANT TO ENGAGE BRIEFLY. THAT'S WHAT THE PROTEST PROCESS IS ALL ABOUT. AND THE DEADLINE FOR THE PROTEST PERIOD IS MAY 15. AND SO IF YOU'VE GOT COMPS THAT MAKE YOUR CASE, YOU. THEY NEED TO HEAR ABOUT IT.

[00:05:05]

TRAVIS COUNTY TAXPAYER: RIGHT.

BRUCE ELFANT: THAT'S AGAIN, YOU KNOW, I REALLY ENCOURAGE PEOPLE TO GO THROUGH THE PROTEST PROCESS, BECAUSE YOU'LL UNDERSTAND WHAT EVIDENCE WILL TRAVIS COUNTY TAXPAYER: AND I HAVE TO, I'VE GONE ON IT, RIGHT? BUT IT'S LIKE, WHERE DID THEY COME TO THAT VALUATION? DID THEY JUST PULL A NUMBER OUT OF THEIR HAT? THE MOST RECENT COMP I CAN FIND IS 500,000 AND THAT'S ON A CONDO 50 SQUARE FOOT LARGER AND THEN LOCATED ON BARTON SPRINGS ROAD.

BRUCE ELFANT: WELL, THEY'RE REQUIRED TO SHOW YOU THEIR COMPS AND THE INFORMATION THAT THEY USE TO TO GET THERE, AND THEN Y'ALL CAN HAVE THAT DISCUSSION AND THE PROTEST.

JAMES VALADEZ: I THINK, I THINK, I THINK THE BEST PATH OF PATH OF ACTION FOR YOU WOULD BE TO SPEAK WITH STAFF OUTSIDE OF THE SCOPE OF WE CAN, WE CAN ANSWER, WE CAN ANSWER ALL THESE QUESTIONS, BUT AT THIS TIME, YOUR THREE MINUTES IS UP.

BRUCE ELFANT: FINALLY, I WILL TELL YOU THAT MY VALUES WERE FLAT, BUT MY TAXABLE WENT UP 10% SO THERE YOU HAVE IT.

JAMES VALADEZ: SIR, SIR, YOUR SIR, SIR, SIR, YOUR SIR, YOUR THREE MINUTES IS UP, SIR, SIR. THANK YOU.

[4. Consent Agenda]

[a. Approval of the Minutes of the February 17, 2023 Meeting]

[c. Section 25.25B Report]

[e. Budget Line-Item Transfers]

UNKNOWN: I COULDN'T FIND ANYTHING UNDER E - BUDGET LINE ITEM TRANSFERS. I DIDN'T SEE ANY MATERIAL ON WHAT WAS SENT TO ME ELECTRONICALLY.

LEANA MANN: THERE'S NOTHING FOR THIS MEETING.

DEBORAH CARTWRIGHT: OKAY, JAMES VALADEZ: THAT'S, I THINK THAT'S A STANDING ITEM UNKNOWN: I JUST WANTED TO MAKE SURE THAT THAT DIDN'T MISS SOMETHING. AND SO THANK YOU VERY MUCH. AND I WOULD LIKE TO REMOVE F THE PERSONNEL REPORT AND D THE ACCOUNTING STATEMENTS.

JAMES VALADEZ: OKAY ANY BRUCE, OKAY. AND AS A REMINDER WE WE DO HAVE UNDER OUR REGULAR AGENDA, FIVE A, WE ALSO HAVE SOME DISCUSSION WITH OUR TLO, BUT WE'LL PULL FOR BE UP FRONT AS WELL. SO ANY OTHER ITEMS FOR ANYBODY? OKAY, SO WE HAVE PULLED 4 B, 4 D AND 4F, DO I HAVE A MOTION FOR THAT CONSENT AGENDA FOR THE BALANCE? DEBORAH CARTWRIGHT: I SO MOVE APPROVAL OF THE REMAINDER OF THE CONSENT AGENDA.

JAMES VALADEZ: OKAY, THAT'S BEEN MOVED BY MISS CARTWRIGHT AND SECONDED BY MISS BASTIAN. ANY FURTHER DISCUSSION? HEARING NONE. WE'LL TAKE A VOTE. ALL THOSE IN FAVOR, AYE, ALL THOSE OPPOSED. THAT MOTION PASSES UNANIMOUSLY. WE WILL MOVE ON TO THE PULLED ITEMS OF THE CONSENT AGENDA. 4B

[b. Taxpayer Liaison Report]

JAMES VALADEZ: OKAY.

MOVED BY MISS BASTIAN. SECONDED BY VIVEK. ANY FURTHER

[00:10:02]

[d. Accounting Statements]

UNKNOWN: THE QUESTION I HAD ON THAT HAS TO DO WITH PAST DUE ENTITIES. THERE'S A LIST OF THE TAXING JURISDICTIONS WHO HAVE MISSED THEIR DEADLINE FOR THEIR PAYMENT OR ASSESSMENT TO THE DISTRICT. AND I WONDERED, A, IS THAT STILL THE CASE? BECAUSE I THINK IT WAS MARCH 31 DEADLINE, PERHAPS, AND B, ARE WE GOING TO WAIVE THE PENALTY THAT'S ASSOCIATED WITH THAT? LEANA MANN: SO THERE ARE QUITE A FEW ENTITIES ON THE PAST YEAR REPORT. I THINK A LOT OF IT IS A TIMING ISSUE. SO THEY'VE ONLY HAD ABOUT 20 DAYS. WE MAILED THEIR BILL ON MARCH 10. THEY DO HAVE 30 DAYS TO PAY, BUT WE DON'T START ACCRUING PENALTIES AND INTEREST UNTIL THE LAST DAY OF THE QUARTER THAT THE PAYMENTS FOR. SO IT'D BE JUNE BEFORE THEY JULY 1. SO UNKNOWN: IS THAT NUMBER UNUSUAL? I MEAN, THERE WAS, IT WAS QUITE A LONG LIST.

LEANA MANN: IT IS HIGHER THAN NORMAL. WE DID PUT IN A NEW PROCESS OF EMAILING INVOICES THROUGH THE ACCOUNTING SYSTEM.

WE HAD A AN EMAIL EVENT BACK IN DECEMBER, SO WE PUT SOME MORE CONTROLS IN PLACE, AND I THINK THEY DIDN'T RECOGNIZE THE EMAIL ADDRESS.

UNKNOWN: OKAY, SO IT'S JUST A ADMINISTRATIVE ISSUE. MORE THAN ANYTHING, I WANT TO GET IN CONTACT WITH ALL OF THEM. I WANTED TO MAKE SURE THAT THEY WERE ALL OKAY AND THAT THERE WASN'T SOMETHING ELSE GOING ON THAT THE BOARD NEEDED TO KNOW ABOUT. NO, OKAY.

JAMES VALADEZ: ANY FURTHER DISCUSSION? OKAY, MOTION FOR APPROVAL OF ITEM 4D.

NICOLE CONLEY: I MOVE APPROVAL ITEM 4D.

JAMES VALADEZ: OKAY, IT'S BEEN MOVED BY MS. CONLEY, SECONDED BY VIVEK. ANY FURTHER DISCUSSION HEARING? NONE. WE'LL TAKE A VOTE. ALL THOSE IN FAVOR, ALL THOSE OPPOSED. THAT MOTION PASSES UNANIMOUSLY. WE WILL MOVE ON TO ITEM 4F, THE PERSONNEL

[f. Personnel Report]

UNKNOWN: I HAD A QUESTION THERE ALSO, JUST WITH GREAT SADNESS THAT I KEEP SEEING THESE COMMERCIAL APPRAISAL POSITIONS THAT ARE STILL OPEN AND HAVE BEEN FOR OVER A YEAR. I THINK THERE ARE THREE COMMERCIAL APPRAISAL POSITIONS THAT HAVE NOT BEEN FILLED FOR AGAIN OVER A YEAR. IS WHAT ARE WE DOING? AND I WOULD LIKE THE CHIEF APPRAISER TO ADDRESS THAT, IF SHE COULD.

MARYA CRIGLER: AND THOSE ARE ROTATING VACANCIES. SO WE FILL IT, AND THEN WE LOSE SOMEBODY ELSE, AND THEN IT BECOMES VACANT AGAIN. AND SO IT JUST TAKES A LONG TIME TO TO FILL THE COMMERCIAL SO WE HAVE, AT SOME POINT, FILLED ALL OF THE VACANCIES AND THEN LOST ADDITIONAL STAFF MEMBERS THAT RECREATES NEW VACANCIES FOR US.

UNKNOWN: SHOULD WE CONSIDER CONTRACTING FOR THAT PARTICULAR TYPE OF APPRAISAL? SINCE WE HAVE THIS DIFFICULTY KEEPING COMMERCIAL APPRAISERS.

MARYA CRIGLER: WE DO FOR SOME OF THE MORE TECHNICAL, COMMERCIAL STUFF. WE CONTRACT WITH CAPITAL APPRAISAL.

DEBORAH CARTWRIGHT: I KNOW WE DO.

MARYA CRIGLER: AND WE CAN LOOK AT TRANSFERRING A LITTLE BIT MORE RIGHT NOW THE STAFF IS THEY'RE MANAGING UNDER COMMERCIAL. I THINK WHAT HAVING THE ADDITIONAL STAFF DOES IS ALLOWS US NOT TO HAVE TO WORK QUITE SO MUCH OVERTIME AND PROVIDES A LITTLE BIT MORE RELIEF FOR STAFF. SO THEY'VE GOT SOME INTERVIEWS THAT THEY'VE SCHEDULED. WE JUST DID A JOB FAIR LAST WEEK THAT WE HAD SOME PROMISING PROSPECTS FROM, AND SO THEY CONTINUE TO WORK ON THAT.

UNKNOWN: WELL, I'VE MADE NO SECRET OF THE FACT THAT I DON'T WANT OUR STAFF OVERWORKED. I'M DOING TOO MUCH OVERTIME BECAUSE I THINK IT'S BAD FOR MORALE AND EVERYTHING ELSE, AND IT WOULD BE MY HOPE THAT WE WOULD CONSIDER, OR THAT THE CHIEF APPRAISER MIGHT CONSIDER TRYING TO OUTSOURCE SOME OF MORE OF THE COMMERCIAL APPRAISAL. HENCE, WE HAVE THIS ONGOING DIFFICULTY, AND DON'T WANT THE COMMERCIAL APPRAISERS TO BE TEARING THEIR HAIR OUT TRYING TO GET THE APPRAISALS DONE IF WE GET AN ALTERNATIVE, WHICH COULD BE A CONTRACT APPRAISAL. SO I WOULD JUST REQUEST THAT YOU MIGHT LOOK AT CONSIDERATION.

MARYA CRIGLER: OKAY.

DEBORAH CARTWRIGHT: I APPRECIATE IT.

JAMES VALADEZ: WITH THAT, ANY FURTHER COMMENTS ON 4F? OKAY, MOVING PASSAGE OF THE PERSONNEL REPORT FOR 4F DEBORAH CARTWRIGHT: SO MOVED JAMES VALADEZ: MOVED BY MISS CARTWRIGHT, SECONDED BY MISS MONTOYA. ANY FURTHER DISCUSSION? HEARING NONE. WE'LL TAKE A VOTE ALL THOSE IN FAVOR, ALL THOSE OPPOSED. THAT MOTION PASSES UNANIMOUSLY. WE'LL MOVE ON TO OUR REGULAR AGENDA. FIRST ITEM

[5. Regular Agenda]

[a. Discussion and Possible Action on Directives and Expectations of Board of Directors for Newly Appointed Taxpayer Liaison Officer]

BETTY THOMPSON, TAXPAYER LIAISON: GOOD MORNING. I'D LIKE TO TAKE A STEP

[00:15:03]

I REALIZED I WAS FAILING, BUT IT'S A THIRD OF THE TIME. I ALSO WANTED TO EDUCATE THE PROPERTY OWNERS, SO I'VE GONE OUT AND LISTENED TO MOST OF THE WEBINARS THAT ARE AVAILABLE THROUGH THE CAD'S WEBSITE. I STUDY THE TAX ASSESSOR COLLECTORS WEBSITE, I STUDY THE COMPTROLLER'S WEBSITE, AND IF I CAN GIVE YOU A URL AS A PROPERTY OWNER. OWNER, I TAKE A PICTURE OF WHERE I WANT YOU TO

[00:20:03]

SO ONE OF THE THINGS THAT I'VE RECOGNIZED WHILE I'VE BEEN DOING THIS JOB IS THAT THE TLO IS WITHOUT AN ATTORNEY, AND ONE OF MY EMAILS FROM A PROPERTY OWNER I NEEDED A LEGAL OPINION. IT'S A NEW PIECE OF THE LAW FROM THE 87TH LEGISLATIVE PERIOD. SO I RECOGNIZE, OKAY, I'M EITHER GOING TO BE DEALING WITH A QUESTION RELATED TO THE CAD OR A QUESTION RELATED TO THE ARB.

EACH OF THEM HAS ATTORNEYS, SO I SOLVED THAT ISSUE, AND THE ARB ATTORNEY HELPED ME WITH THAT LAST OPINION, SO I THINK I HAVE RESOLVED THAT ISSUE. AND SO I WANT TO GIVE A BIG THANKS TO MS. MARTINEZ. SHE CARRIED THE LOAD AT THE BEGINNING OF THE YEAR AND HELPED ME GET STARTED. AND SO I'M READY FOR ANY QUESTIONS YOU MIGHT HAVE ABOUT WHAT THE INFORMATION I AM CURRENTLY PROVIDING.

UNKNOWN: I'M SURE BRUCE HAS SOMETHING, BUT, MAY I START. IS THAT OKAY? MR. CHAIRMAN, THANK YOU. I LOVE YOUR NEW REPORT. I THINK IT'S VERY HELPFUL. IT GIVES US A REAL THOROUGH IDEA OF WHAT YOU'RE DOING, AND I LIKE THE FACT THAT YOU'RE FOCUSING ON REQUESTS FROM EMAILS AND THINGS THAT ARE DIRECTLY DIRECTED TO YOU. SPECIFICALLY THINK SOME OF OUR CONCERN HAD BEEN IN THE PAST, MORE OF AN ADVOCACY ROLE FOR TAXPAYERS AFTER THEIR HEARINGS, WHICH IS NOT PART OF THE STATUTORY RESPONSIBILITY.

AND SO THANK YOU VERY MUCH FOR REALLY EDUCATING AND LOOKING TOWARDS REFERRAL TO EITHER THE APPRAISAL DISTRICT STAFF OR WHAT THEY NEED TO DO, RATHER THAN A COMMENTARY ON THE EVIDENCE THAT HAVE BEEN PRESENTED AT THE HEARING. FOR EXAMPLE, ONE THING THAT THAT I WANT TO PART OF THIS AGENDA ITEM IS TO TALK ABOUT WHAT THE BOARD ANTICIPATES THAT YOU MIGHT BE DOING IN THE FUTURE. I THINK WHAT YOU'RE DOING RIGHT NOW IS PERFECT.

THANK YOU. BUT I ALSO WANT US TO REMIND EVERYONE THAT THE TAX CODE PROVIDES AND 6.05 TO BE AS IN, BOY, THAT THE TAXPAYER LIAISON OFFICER SHALL PROVIDE TO THE PUBLIC INFORMATION AND MATERIALS DESIGNED TO ASSIST PROPERTY OWNERS IN UNDERSTANDING THE APPRAISAL PROCESS, POST PROTEST PROCEDURES AND PROCEDURES FOR FILING COMMENTS, COMPLAINTS AND SUGGESTIONS UNDER 6.0 4G INFORMATION CONCERNING THE PROCESS FOR SUBMITTING COMMENTS, COMPLAINTS AND SUGGESTIONS TO THE CONTROLLER CONCERNING THE ARB SHALL BE PROVIDED AT EACH PROTEST HEARING. AND I THINK YOU DO THAT, BUT I WANT TO MAKE SURE THAT YOU ARE WORKING WITH THE COMMUNICATIONS DIVISION, WHICH I KNOW YOU ARE ABOUT PROVIDING THOSE MATERIALS, AND ALSO MATERIALS ABOUT WHAT THIS BOARD DOES. AND I THINK YOU'RE KIND OF, SINCE YOU REPORT DIRECTLY TO US, YOU'RE IN THE POSITION OF LETTING PEOPLE KNOW WHAT THE BOARD OF DIRECTORS DOES. AND SOMETIMES THAT CAN BE A LITTLE CONFUSING TO THE PUBLIC AS TO WHAT THE ROLE OF THE BOARD, BOARD OF DIRECTORS IS, VERSUS THE ROLE OF THE CHIEF APPRAISER OR AND THE ARB, AND SO TO THE EXTENT WE CAN TALK ABOUT OR FIGURE OUT HOW YOU MIGHT HELP IN THAT PROCESS, I WOULD APPRECIATE, INCLUDING, BY THE WAY, THE PUBLIC ACCESS FUNCTIONS TO THE

[00:25:01]

BRUCE ELFANT: I'M GOING TO REGULARLY ASK YOU ABOUT WEAKNESSES IN THE ORGANIZATION THAT YOU WOULD LIKE TO SEE ADDRESSED GOING FORWARD. I MEAN, IN MY SPIN, MY OFFICE, ALWAYS ASKED, WHAT SHOULD THIS LOOK LIKE A YEAR TWO YEARS OUT? AND I'M ALWAYS INTERESTED IN WHAT YOUR THOUGHTS ARE ABOUT HOW WE CAN IMPROVE WHAT WE'RE DOING.

BETTY THOMPSON, TAXPAYER LIAISON: WELL, THE ONE THING THAT I FIND THAT I MEAN, THAT IS A REAL CHALLENGE FOR PEOPLE TO UNDERSTAND IS THEIR EXEMPTION. AND SO MOST OF MY QUESTIONS, THERE IS A WEBINAR ON EXEMPTIONS. BUT WE LIVE IN A VERY WELL EDUCATED COMMUNITY, AND THEY WANT TO SEE THE MATH. I MEAN, THEY REALLY WANT TO SEE HOW IS THAT CALCULATED. SO I HAVE BEEN STUDYING THIS MYSELF, WITH THOSE THAT ARE DOING THAT IN CUSTOMER SERVICE, AND SO EXEMPTIONS, AND MORE DETAIL ON EXEMPTIONS RIGHT NOW IS WHERE I SEE THAT WE COULD USE SOME IMPROVEMENT IN EDUCATION OF THE PROPERTY OWNERS. I HAVE BECOME VERY PROFICIENT IN THE SNIPPET APP, AND I SNIP FROM THE COUNTY'S TAX ASSESSOR'S WEBSITE.

I SNIP FROM I'M DIRECTING YOU TO THE URL, BUT THIS IS WHERE I WANT YOU TO GO. AND SO IT'S ALL ABOUT EDUCATION. AND RIGHT NOW, SIX WEEKS IN 70 CONTACTS. I DON'T HAVE A RECOMMENDATION FOR A NEW WEBINAR. I KNOW THAT MS MARTINEZ IS KEEPING ME VERY AWARE OF WHEN THOSE TOWN HALL MEETINGS ARE. IF THEY HAVE A SPECIFIC FOCUS, I WILL RECOMMEND TO A PROPERTY OWNER THAT CONTACTS ME THAT THIS MIGHT GIVE THEM AN OPPORTUNITY TO ASK THIS UPCOMING ONE, I THINK IS OVER 60 ARE EXEMPTIONS IN 65 THAT YOU MIGHT GO TO THIS TOWN HALL MEETING. SO I AM AS LONG AS I KNOW WHEN THEY'RE HAPPENING. AND LIKE YOU SAID, I AM IN TOUCH WITH COMMUNICATIONS AND TRYING TO STAY UPDATED ABOUT WHEN THEY WILL HAPPEN.

THERESA BASTIAN: YOU MENTIONED THIS. I APPRECIATE THE NEW REPORT TOO AND THE LEVEL OF DETAIL. THANK YOU. YOU MENTIONED THE SNIPPET TOOL, AND I JUST WANTED TO SAY, YOU KNOW, IT'S INTERESTING, AND YOU MIGHT NOTICE THE PATTERNS THAT YOU'RE HAVING TO SEND THE SAME THING MULTIPLE TIMES, BECAUSE OBVIOUSLY THAT'S AN OPPORTUNITY FOR US TO PUT SOMETHING TOGETHER, SO YOU'RE NOT HAVING TO CREATE IT EVERY TIME. SO, YOU KNOW, JUST A THOUGHT, MAYBE LOOK BACK ON WHAT ARE THOSE CONSISTENT THINGS YOU'RE YOU'RE NEEDING TO SEND PEOPLE TO.

ANOTHER TOOL IS LOOM, WHICH ACTUALLY WILL RECORD YOUR DESKTOP SO YOU CAN RECORD THIS IS WHERE YOU CAN YOUR VOICE OVER IT. SO MIGHT BE A THOUGHT FOR YOU TO APPRECIATE IT.

JAMES VALADEZ: ANY FURTHER QUESTIONS FROM MISS THOMPSON. I JUST WANTED TO SAY I REALLY APPRECIATED THE LEVEL OF GRANULARITY THAT WE GOT FROM THIS REPORT, I THINK THIS IS FAR MORE IN LINE WITH WHAT THE EXPECTATIONS WERE FROM THE BOARD WHEN, WHEN WE ARE GETTING DATA THAT IS GOING TO HELP US INFORM THE DECISIONS THAT WE'RE MAKING HERE. SO THANK YOU.

BETTY THOMPSON, TAXPAYER LIAISON: WELL, AND I CERTAINLY CAN ALWAYS AMEND WHAT INFORMATION, ADD A COLUMN, CHANGE INFORMATION. THIS SPREADSHEET IS CAPTURING THE EXACT COMMUNICATION SO THAT WHEN THE COMPTROLLERS REPORT IT'S TIME TO SUBMIT THAT IT'S ALREADY COMPILED.

UNKNOWN: COULD YOU DO ONE OTHER THING? COULD, JUST BECAUSE SOME OF US ARE MORE VISUAL, CAN YOU CREATE A GRAPH OR CIRCLE CHART, OR WHATEVER YOU WANT TO CALL IT, THAT SHOWS HOW MANY OF YOUR QUESTIONS ARE EXEMPTION QUESTIONS, FOR EXAMPLE? AND SURE, I CATEGORY, YEAH, SO THAT WE, LIKE YOU SAID, SINCE YOU INDICATE, YOU GET SO MANY EXEMPTIONS, AND WE SEE, AS YOU SAID, TERESA, THAT YOU KNOW, 65% OF THEM ARE HAVE TO DO WITH QUALIFICATION FOR HOMESTEAD EXEMPTIONS. THAT WILL RAISE THAT TO OUR ATTENTION IS FOR BECAUSE JAMES VALADEZ: I THINK ANOTHER THING ON THAT THOUGHT MISS CARTWRIGHT IS GEOGRAPHICALLY, WE COULD SEE TRENDS AS WELL. SO WE COULD SEE DATA POINTS IN ONE PARTICULAR. PARTICULAR CORNER OF THE COUNTY ASSOCIATED WITH ONE ISSUE, AND THEN, YOU KNOW, IT

[00:30:04]

BETTY THOMPSON, TAXPAYER LIAISON: SO I THINK IT'LL BE FAIRLY EASY FOR ME TO ADD A GEOGRAPHIC COLUMN, AND I COULD SORT BY THAT DATA. I HAVE TO LOOK UP EVERY PROPERTY SO I'M ALREADY THERE, AND I COULD JUST RECORD IT.

BLANCA ZAMORA GARCIA: I JUST HAVE ONE QUESTION IN THE TIME THAT YOU'VE BEEN WORKING, AND FIRST, I WANT TO SAY THIS IS AWESOME. THANK YOU FOR ACCEPTING THIS POSITION. YOU'RE GOING TO BE WONDERFUL FOR US. HAVE YOU HAD ANY LIMITED ENGLISH SPEAKERS COME TO YOU OR ASK A QUESTION OR WANTING TO KNOW ABOUT EXEMPTIONS? BETTY THOMPSON, TAXPAYER LIAISON: WELL, IF I'VE HAD ANY WHAT TYPE OF LIMITED ENGLISH SPEAKING? OH, OKAY, NO, I HAVE NOT EVERYTHING THAT HAS COME TO ME MY PHONE MESSAGE, I REQUEST THAT YOU SEND ME AN EMAIL. I NOTICED THIS MORNING WHEN I ARRIVED, I HAVE SEVERAL PHONE MESSAGES. PEOPLE WILL LEAVE ME A MESSAGE AND THEN TELL ME THEY'RE GOING TO SEND ME AN EMAIL. HAVEN'T HAD ANY BILINGUAL INQUIRIES AT ALL SINCE BEGINNING THIS BUT I HAVE HAD A PROPERTY OWNER WHO WAS NOT TECHNOLOGY ORIENTED ENOUGH TO BE ABLE TO CONTACT ME, SO I CONTACTED HER VIA PHONE. I'VE SET UP A PHONE MEETING WITH HER THIS AFTERNOON, AND SO WE WILL WORK THROUGH HER ISSUES ON THE PHONE. AND SO THAT'S THE ONLY TYPE OF LIMITATION THAT I'VE ENCOUNTERED IN THIS SIX WEEKS.

BLANCA ZAMORA GARCIA: OKAY, IT'S JUST IN MY PRACTICE AND THE TIME THAT I'VE BEEN DOING THIS, I WORK WITH A LOT OF SPANISH SPEAKERS THAT ARE FROM THE MARGINALIZED COMMUNITIES, AND A LOT OF THEM THAT IF I'M GOING TO GO SELL THEIR PROPERTIES, THEY NEVER HAD A HOMESTEAD EXCEPTION AND AND IT'S, I DON'T KNOW HOW WE CAN, AND I KNOW CYNTHIA HAS BEEN DOING A LOT OF WORK ON THAT, TRYING TO WORK WITH THE TITLE COMPANIES AND OTHER OTHER COMPANIES TO GET THAT DONE AT THE TIME OF CLOSING.

BETTY THOMPSON, TAXPAYER LIAISON: SO I DO HAVE KIND OF A STANDARD STATEMENT. IF I'M LOOKING UP YOUR PROPERTY AND YOU'RE ASKING ME A QUESTION THAT I BELIEVE THIS IS YOUR HOMESTEAD, I LET YOU KNOW I DO NOT SEE A HOMESTEAD ON THIS PROPERTY. IF THIS IS YOUR HOMESTEAD, AND I GIVE THEM THE PLACE TO APPLY FOR THE EXEMPTION. IT'S A GREAT START. SO THANKS. I I DO TRY AND GET THAT INFORMATION OUT THERE. NOT ONLY DO I RECOMMEND THERE IS A WEBINAR FOR NEW HOMEOWNERS, BUT SOMETIMES THERE'S INFORMATION IN THERE THAT YOU AS A LONG TIME HOMEOWNER MIGHT NOT KNOW. AND I'LL REFER YOU TO THAT TO EXPAND ON THE KNOWLEDGE THAT YOU'RE SEEKING.

JAMES VALADEZ: ANY FURTHER QUESTIONS FOR MISS THOMPSON.

THANK YOU SO MUCH FOR BEING HERE. DO WE NEED ANY ACTION ON THIS? IF THERE'S NOTHING, I FEEL LIKE WE'RE JUST YEAH, OKAY, WE

[b. Discussion and Possible Action on Annual Review and Adoption of Investment Policy]

NICOLE CONLEY: MR. CHAIRMAN, IF I MAY DO SO, AS WE DISCUSSED LAST BOARD MEETING, I'M GOING TO RECUSE MYSELF FROM THIS VOTE, AND I'M GOING TO STEP OUT TO AVOID ANY PERCEPTIONS OF A CONFLICT OF INTEREST TO WHICH THANK YOU.

JAMES VALADEZ: OKAY, WE WILL NOW GET THE INVESTMENT REPORT SUMMARY.

LEANA MANN: THANK YOU AGAIN. METER PUBLIC FUNDS IS OUR INVESTMENT ADVISORY BOARD, AND THEY REVIEW OUR POLICY EVERY YEAR. THIS YEAR, THEY'VE RECOMMENDED THAT WE EXTEND THE MAXIMUM MATURITY FROM THREE YEARS TO FIVE YEARS, AND EXTEND THE MAXIMUM WEIGHTED AVERAGE MATURITY FROM 12 MONTHS TO 24 MONTHS. AND THOSE CHANGES ARE RED LINED IN YOUR PACKET.

JAMES VALADEZ: DOES ANYONE HAVE ANY QUESTIONS ON THE INVESTMENT POLICY AS IT'S BEEN PRESENTED TO US? OSEZUA EHIYAMEN: MR. CHAIRMAN, JAMES VALADEZ: DR O.

OSEZUA EHIYAMEN: THE SECRETARY JUST EXCUSED HERSELF. SO WHO IS TAKING RECORD? JAMES VALADEZ: I. I'M SORRY, SAY ONE MORE TIME.

[00:35:01]

JAMES VALADEZ: OH YEAH, IT'S BEING REPORTED SO WE WERE COVERED. THERE ANY QUESTIONS ON THE INVESTMENT POLICY? OKAY? OKAY.

DO I HAVE A MOTION? UNKNOWN: I MOVE APPROVAL OF THE REVISED INVESTMENT POLICY AND STRATEGY.

JAMES VALADEZ: IT'S BEEN MOVED BY MS CARTWRIGHT, SECONDED BY VIVEK. ANY FURTHER DISCUSSION ON THE ITEM? HEARING NONE. WE'LL TAKE A VOTE. ALL THOSE IN FAVOR, ALL THOSE OPPOSED. THAT MOTION PASSES UNANIMOUSLY. WE WILL MOVE ON TO ITEM 5C OF OUR REGULAR

[c. Discussion and Possible Action on Chief Appraiser Report to Include: Notice of Appraised Value, Mass Appraisal Report, Annual Report, Taxpayer Outreach Programs, Legislative Updates]

MARYA CRIGLER: THANK YOU. WE'LL START WITH OUR NOTICE OF APPRAISED VALUE, BECAUSE IT IS THAT TIME OF YEAR OUR NOTICES OF APPRAISED VALUE STARTED DROPPING IN THE MAIL LAST WEEK AND RECEIVED BY PROPERTY OWNERS THIS WEEK. OUR WEBSITE WAS UPDATED OVER THE WEEKEND, SO VALUES ARE OUT ON MOST OF OUR PROPERTIES.

WE DO HAVE SOME THAT WE WERE CONTINUING TO PROCESS, SO THEY'LL GO OUT ON A ROLLING BASIS BY THE END OF THE MONTH, ALL OF THE NOTICES SHALL BE SENT OUT TO ALL PROPERTY OWNERS IN TRAVIS COUNTY. BUT AGAIN, THEY CAN GO TO OUR WEBSITE, WWW.TRAVISCAD.ORG, AND GO TO OUR PROPERTY SEARCH AND LOOK UP THEIR NOTICE OF APPRAISED VALUE ON OUR WEBSITE. WELL, I WOULD WANT TO NOTE FOR THEM THAT THE COPY OF THE NOTICE OF APPRAISED VALUE ON THE WEBSITE DOES NOT REVEAL THEIR PIN NUMBER. SO IF THEY WANT THEIR PIN NUMBER SO THAT THEY CAN E FILE, THEY NEED TO WAIT FOR THE PAPER COPY TO COME IN OR CONTACT OUR CUSTOMER SERVICE DEPARTMENT TO GET THAT PIN NUMBER FOR THEM. BUT AGAIN, FOR OVERALL IN THE MARKET, IT REALLY DEPENDS ON WHERE YOU'RE LOCATED AT AS TO WHETHER OR NOT YOU SAW APPRECIATION OR DEPRECIATION OVERALL. FOR THE COUNTY AS A WHOLE, OUR VALUES REMAINED RELATIVELY FLAT. I THINK THERE WAS ABOUT A $400 INCREASE IN OUR MEDIAN MARKET VALUE. SO AS A WHOLE, WE ARE PRETTY FLAT. WE SAW FROM THE RESIDENTIAL MARKET LAST YEAR THAT PRICES APPRECIATED THROUGH 2021, AND THAT CONTINUE TO APPRECIATE THROUGH ABOUT MAY, JUNE, AND THEN WE STARTED TO SEE THE DEPRECIATION HAPPENING ON THE BACK SIDE OF IT. SO OVERALL, YEAR OVER YEAR, WE'RE KIND OF FLAT. SOME AREAS ARE ABSOLUTELY DOWN, BUT SOME AREAS ARE UP A BIT. WE DID SEE CONDOS BEING ONE OF THOSE AREAS WHERE WE SAW APPRECIATION HAPPENING AS PEOPLE THAT COULD NOT QUALIFY FOR RESIDENTIAL STANDARD HOMES, SINGLE FAMILY HOMES TRANSITIONED INTO MORE OF THE MULTI FAMILY CONDO AREA. FOR OUR COMMERCIAL SECTOR, WE SAW REALLY STRONG GROWTH MULTI FAMILY THAT'S UP OVERALL YEAR OVER YEAR, ABOUT 20% WE ALSO SAW VERY STRONG GROWTH IN OUR RETAIL, INDUSTRIAL AND HOTELS, WHICH ARE ALSO UP ABOUT 20% YEAR OVER YEAR. OFFICE IS ONE OF THE SOFTER COMMERCIAL MARKET SEGMENTS THAT WE SEE OVERALL, BUT IT'S STILL NOT A NEGATIVE, YET MORE OF A FLAT YEAR OVER YEAR IN THE OFFICE SECTOR. NEXT WE ALSO INCLUDED IN THE REPORT. IS THERE ANY QUESTIONS OVER OUR NOTICES, WE ALSO INCLUDED IN THE REPORT OUR ANNUAL MASS APPRAISAL REPORT AND OUR ANNUAL REPORT FOR TAX YEAR 2022 AND THOSE ARE IN THERE JUST FOR YOUR REVIEW. THOSE ARE INFORMATION THAT WE ALSO MAKE AVAILABLE ON OUR WEBSITE FOR THE PUBLIC AND THEN FOR OUR TAXPAYER OUTREACH, WE ARE CONTINUING WITH OUR SERIES THAT WE HAVE DONE EVERY YEAR FOR THE LAST SEVERAL YEARS. I THANK CYNTHIA FOR ORGANIZING A LOT OF THAT FOR US. WE ARE IN OUR I THINK OUR VERY LAST WEBINAR THAT WE DO ON AN ANNUAL BASIS IS COMING UP MAY 3, AND THAT WILL BE THE ONE THAT IS SPECIFICALLY FOR THE PROTEST PROCESS. SO WE'LL BE DOING THAT ONE ON MAY 3. JUST BEFORE THAT, WE JUST LAST WEEK, DID ONE FOR UNDERSTANDING YOUR NOTICES OF APPRAISED VALUE, AND WE ACTUALLY GO THROUGH THE ENTIRE NOTICE AND EXPLAIN EACH SECTION IN THAT AND EVERY TIME WE DO THOSE WEBINARS, WE DO RECORD IT AND POST THEM ON OUR WEBSITE. SO PROPERTY OWNERS ARE WELCOME TO GO TO OUR WEBSITE, TO OUR WEBINARS PAGE AND LOOK AT ANY OF THAT INFORMATION REFERRED TO. ONE OF THE THINGS THAT CYNTHIA DID DO THIS YEAR FOR NOTICES THAT I REALLY LIKE, AND I THINK IT'S REALLY IMPRESSIVE, IS WE'VE GOT A NEW FLYER FOR PROPERTY OWNERS EXPLAINING THE PROTEST PROCESS, AND IT'S KIND OF A ROAD MAP THAT WE FIND IS KIND OF RESONATING A LOT MORE WITH THEM AND HELPING THEM UNDERSTAND THAT BETTER. SO WE WILL CONTINUE WITH OUR OUTREACH EFFORTS TO PROPERTY OWNERS. THIS IS ALSO THE TIME OF YEAR WHERE BRUCE AND I GET INVITED TO DO HOMEOWNERS ASSOCIATIONS AND DIFFERENT EVENTS. SO WE'VE GOT SEVERAL OF THOSE SCHEDULED UP THROUGH THE NEXT COUPLE WEEKS, AND WE'LL CONTINUE TO DO THOSE. WE ALSO COORDINATE AND WORK WITH THE CITY OF AUSTIN FOR ANY EVENTS

[00:40:01]

AND AGAIN, ANYBODY THAT WOULD LIKE US TO COME OUT AND TALK TO THEM CAN GO ON OUR WEBSITE AND MAKE A REQUEST FOR US TO COME OUT, AND WE TAKE JUST ABOUT ANY INVITATION WE CAN. SO WE REALLY APPRECIATE THAT, AND THAT IS EVERYTHING THAT I HAD. OH, ONE LAST THING FOR THE LEGISLATIVE UPDATE. THERE'S A LOT OF BILLS THAT ARE FILED, THAT HAVE BEEN FILED. WE ARE TRACKING OVER 700 BILLS THIS SESSION, BUT SOME OF THE BIG THINGS THAT WE ARE LOOKING AT THERE'S A DIFFERENCE BETWEEN THE HOUSES VERSION OF PROPERTY TAX RELIEF AND THE SENATE'S VERSION OF PROPERTY TAX RELIEF. THEY'RE SUBSTANTIALLY DIFFERENT, AND THERE'S KIND OF A BIT OF AN IMPASSE RIGHT NOW. SO WE DON'T KNOW WHAT WILL BE MOVING FORWARD, WHAT IT WILL ULTIMATELY LOOK LIKE, BUT WE ARE PAYING CLOSE ATTENTION TO BOTH HOUSE BILL TWO, WHICH WOULD REQUIRE ALL PROPERTY, COMMERCIAL, RESIDENTIAL PROPERTY, TO HAVE A 5% CAP. AND THEN THE SENATE'S VERSION, WHICH INCREASES EXEMPTION AMOUNTS. IT ALSO WORKS ON THE COMPRESSION RATE FOR THE M AND O FOR ISDS, AND PROVIDES FOR AN EXEMPTION FOR BUSINESS, PERSONAL PROPERTY. AND AGAIN, I CAN'T PLAY THE ODDS MAKER ON THIS AS TO WHICH ONE'S GOING TO MOVE FORWARD. WE'RE JUST GOING TO WATCH AND SEE. BUT IT IS, SOME OF THAT CONFLICT IS SLOWING THINGS DOWN A BIT AT THE LEGISLATURE, SO WE'RE NOT SEEING A LOT OF MOVEMENT OF BILLS, BUT WE DO HAVE A COUPLE BILLS THAT WE SPECIFICALLY ASKED OUR TRAVIS COUNTY DELEGATION TO FILE FOR US, AND WE'VE BEEN VERY FORTUNATE THAT WE ARE SEEING MOVEMENTS ON THOSE BILLS. AND THOSE ARE HOUSE BILL 3325 THAT REPRESENTATIVE GOODWIN FILED FOR US. THAT ALLOWS US, WHEN WE SEND OUT A NOTIFICATION THAT SOMEBODY IS ELIGIBLE FOR A HOMESTEAD EXEMPTION, IT ALLOWS THEM TO DIRECT THEM, DIRECT THEM TO OUR WEBSITE, AND ALLOWS THEM TO FILE THEIR EXEMPTION ONLINE THROUGH OUR PORTAL, WHICH GOES THROUGH A VERY PROCESS, STEP BY STEP FOR THEM AND GIVES THEM PROMPTS TO INCLUDE ANY ADDITIONAL DOCUMENTATION THAT'S REQUIRED. WE FIND THAT WHEN WE GET PAPER FILED EXEMPTIONS, MOST OF THEM FORGET TO INCLUDE A COPY OF THEIR DRIVER'S LICENSE, AND WE HAVE TO DENY THAT EXEMPTION BECAUSE THEY DON'T INCLUDE THE APPROPRIATE DOCUMENTS. HOWEVER, WHEN THEY FILE THEIR EXEMPTION ONLINE, WE GET 100% COMPLIANCE WITH THAT REQUIREMENT. SO IT'S JUST A WAY FOR US TO HELP TAXPAYERS GET THEIR EXEMPTIONS APPROVED AS FAST AS POSSIBLE.

ANOTHER BILL THAT WE HAVE ASKED SENATOR ECKHART TO FILE FOR US IS SENATE BILL 361 AND WE'VE ALWAYS HAD, YOU KNOW, CHALLENGES IN GETTING SUFFICIENT A OR B MEMBERS TO TO APPLY BEFORE THE JUDGE. AND THIS BILL WOULD OPEN UP THE ELIGIBILITY OF PEOPLE THAT ARE ELIGIBLE TO APPLY TO SERVE ON THE A OR B TO TEACHERS.

PREVIOUSLY THEY WERE EXCLUDED FROM APPLYING TO SERVE ON THE ARBY DURING THEIR SUMMERS, BUT THIS WOULD ALLOW THEM TO SERVE ON THE AIR BEES DURING THEIR SUMMERS. SO I THINK IT WOULD OPEN UP OUR ELIGIBLE CANDIDATE POOL. AND A LOT OF TIMES, A LOT OF THE STRUGGLES THAT THE JUDGE HAS IS NOT ENOUGH CANDIDATES APPLYING. SO WE THINK THAT THAT'S A VERY GOOD BILL THAT SENATOR ECKHART HAS FILED ON OUR BEHALF. AND THEN THE LAST ONE THAT WE'VE GOT, SENATOR ECKHART, THAT HAS FILED ON OUR BEHALF IS SENATE BILL 3013, 81 AND CURRENTLY, THE LAW ALLOWS US TO AUTOMATICALLY ADD AN OVER 65 EXEMPTION IF WE HAVE THE INDIVIDUAL'S DATE OF BIRTH, BUT IT DOES NOT ALLOW US TO AUTOMATICALLY ADD AN OVER 65 SURVIVING SPOUSE EXEMPTION AND CONTINUE THE BENEFITS OF THAT EXEMPTION. THIS LAW WOULD ALLOW US TO AUTO ADD AN OVER 65 SURVIVING SPOUSE. AND YOU KNOW, A LOT OF TIMES WHEN A SPOUSE HAS DIED, PEOPLE AREN'T THINKING ABOUT THEIR EXEMPTIONS AND APPLYING AND SUBMITTING THEIR NEW APPLICATION, AND IT BECOMES A SHOCK TO THEM WHEN THEY LOSE THAT EXEMPTION, PARTICULARLY THAT TAX CEILING, AND THIS IS A WAY THAT WE WILL BE ABLE TO HELP THE TAXPAYERS WITHOUT REQUIRING THEM TO HAVE TO SUBMIT A WHOLE NEW EXEMPTION APPLICATION. SO THOSE ARE THE BILLS THAT WE ARE SPECIFICALLY ASKED OUR DELEGATION TO FILE ON OUR BEHALF, AND THEY BOTH HAVE HAD THEIR MEETINGS IN THEIR RESPECTIVE CHAMBERS AND ARE MOVING FORWARD TO THE OTHER CHAMBERS. SO WE'VE GOT HIGH HOPES THAT THEY WILL EVENTUALLY BE PASSED.

JAMES VALADEZ: ANY QUESTIONS? UNKNOWN: WE HAD IN THE PAST, THE LEGISLATURE HAS CONSIDERED A NUMBER OF BILLS TO REQUIRE THE BOARDS OF DIRECTORS OF APPRAISAL DISTRICTS BE ELECTED, AND I BELIEVE SOME HAVE BEEN SOME BILLS HAVE BEEN FILED. DO YOU SEE ANY MOVEMENT REGARDING THOSE BILLS? AND DO YOU HAVE ANY THING THAT YOU WANT TO SHARE WITH US ABOUT THOSE? MARYA CRIGLER: THERE WERE A SUBSTANTIAL NUMBER OF BILLS TO THAT REGARD THAT HAVE BEEN FILED. I HAVE NOT SEEN ANY OF THEM EVEN GET A HEARING IN THEIR OWN CHAMBER YET. SO WE'RE NOT SEEING MOVEMENT ON THOSE AND UNKNOWN: WHEN IS THE DEADLINE FOR HEARING SOMETHING IN A

[00:45:04]

DEBORAH CARTWRIGHT: MAY 8. OKAY, SO WE GET TO HOLD OUR BREATHS UNTIL MAY 8. BLANCA AND I DON'T WANT TO RUN FOR OFFICE. DO WE? MARYA CRIGLER: I SAY MAY 31 BECAUSE THAT'S SIN DIE. BUT YOU KNOW, IF THE IMPASSE CONTINUES, THEN THERE'S A GOOD LIKELIHOOD THAT WE MAY HAVE A SPECIAL SESSION LATE JUNE, EARLY JULY, AND PROPERTY TAX USUALLY MAKES IT FOR THE CALLS FOR SPECIAL SESSION, SO WE WOULD HAVE TO COME BACK AND PAY VERY CLOSE ATTENTION DURING SPECIAL SESSION.

UNKNOWN: AND THE OTHER QUESTION I HAVE IS, HAS A BILL THAT I BELIEVE IS MOVING A LITTLE BIT, AND I'M JUST WANTED YOU TO INFORM THE BOARD ABOUT EFFORTS IN THE LEGISLATURE TO LIMIT OUR ABILITY TO SUE A PROPERTY AND THE APPRAISAL REVIEW BOARD DETERMINATION THAT WE BELIEVE IS INCORRECT. THE BOARD OF DIRECTORS HAS DONE SO ON A COUPLE OF OCCASIONS. WE'VE WE HAVE APPROVED FILING LAWSUITS AGAINST TAXPAYERS BECAUSE OF ARB DETERMINATIONS. COULD YOU TELL US WHERE THAT BILL IS AND WHAT'S GOING ON WITH THAT? MARYA CRIGLER: SO THAT IS SENATE BILL 1923, IT HAD A HEARING BEFORE LOCAL GOVERNMENT. IT HAS NOT YET BEEN VOTED OUT OF COMMITTEE, NOR HAS IT MADE IT OVER TO THE OTHER CHAMBER YET, BUT IT DID HAVE A HEARING BEFORE LOCAL GOVERNMENT. WE FEEL STRONGLY THAT, YOU KNOW, WE HAVE AN OBLIGATION TO ENSURE FAIRNESS IN THE SYSTEM FOR EVERYBODY, AND WE NEED TO BE ABLE TO UTILIZE ALL THE TOOLS AVAILABLE TO US SO THAT WE CAN MAKE SURE THAT ALL PROPERTY OWNERS ARE PAYING THEIR FAIR SHARE OF TAXES, AND IF THERE'S AN EQUITABLE DECISION THAT IS MADE BY THE APPRAISAL REVIEW BOARD, WE FEEL THAT WE SHOULD, SHOULD ADDRESS THAT. WE ALSO FEEL THAT THERE'S SOME ISSUES THAT WE'VE GOT RELATED TO HAVING FILES CLAIMED SUITS FILED AGAINST US ON A MARKET VALUE AND AN EQUITY BASIS, WE HAVE TO GO TO THE EXPENSE OF PREPARING FOR THOSE CASES, AND WE HAVE TO PURCHASE BOTH EXPERT REPORTS ON MARKET VALUE AND ON EQUITY ONLY TO OFTEN FIND THAT THAT EQUITY CLAIM GETS DROPPED AT THE VERY LAST MINUTE. WELL, THESE WERE THE MARKET VALUE CLAIM GETS DROPPED AT THE VERY LAST MINUTE.

I APOLOGIZE. YES, THE MARKET VALUE CLAIM GETS DROPPED AT THE VERY LAST MINUTE. THOSE REPORTS CAN BE INCREDIBLY EXPENSIVE, UP TO $30,000 EACH. SO ANYTHING THAT WE CAN DO TO ENSURE THAT WE'RE NOT WASTING TAXPAYER DOLLARS, WE WANT TO MAKE SURE THAT WE'RE DOING THAT.

UNKNOWN: WELL, AND THIS BOARD IS VERY CONSCIENTIOUS ABOUT APPROVING THOSE WHEN THEY'RE BROUGHT TO US FOR AS A RECOMMENDATION. SO I JUST WANT TO US TO BE BROUGHT KEPT UP TO DATE WITH WHAT'S GOING ON, BECAUSE I AGREE THAT IT'S AN IMPORTANT ISSUE THAT WE AS A BOARD TAKE SERIOUSLY. ALSO, MARYA CRIGLER: YEAH, THERE'S A COUPLE OTHER BILLS, HOUSE BILL 2488 AND ANOTHER HOUSE BILL THAT REVOLVE AROUND SECTION 2301 E OF THE TAX CODE, WHICH IS, IF A TAXPAYER GOES BEFORE THE ARB OR LITIGATION AND GETS THE VALUE LOWERED, THE CHIEF APPRAISER IS PROHIBITED FROM INCREASING THE VALUE IN A SUBSEQUENT YEAR UNLESS THEY HAVE CLEAR AND CONVINCING EVIDENCE. ONE BILL WOULD CHANGE THE BURDEN OF PROOF FOR US IN THE LITIGATION LEVEL.

THE OTHER BILL WOULD EXTEND THE AMOUNT OF TIME, NOT JUST FOR ONE YEARS, BUT FOR TWO YEARS UNDER 2301 E, THAT WE WOULD BE PROHIBITED. YOU KNOW, WE'RE NOT TAKING A POLICY POSITION ON THAT, BUT WE ARE LOOKING AT, WE NEED TO HAVE SOME SORT OF ADJUSTMENT MADE SO THAT WHEN WE COMPLY WITH SECTION 2301 E, IT DOESN'T HARM OUR SCHOOL DISTRICTS IN A PROPERTY VALUE STUDY, BECAUSE WE HAD THAT EXACT ISSUE IN OUR 2020, PROPERTY VALUE STUDY AND HAD TO SUE THE COMPTROLLER OVER THAT. SO WE WANT TO SEE IF THERE'S ANYTHING THAT CHANGES THAT OR EXTENDS THAT, THAT THERE ARE APPROPRIATE ADJUSTMENTS MADE DURING A PROPERTY VALUE STUDY.

VIVEK KULKARNI: YEAH. SO TWO THINGS. ONE, JUST QUICKLY, IF WE CAN GET A READOUT IN THE NEXT MEETING ON WHAT ACTUALLY HAPPENED WITH LEGISLATION IN A DETAILED WAY, THAT WOULD BE GREAT. SECONDLY, JUST IN TERMS OF COMMUNICATIONS TO TAXPAYERS, I THINK YOU'RE GONNA HAVE A LOT OF PEOPLE EXPECTING TO GET REDUCTIONS IN VALUE, AND YOU EXPLAIN KIND OF WHY CERTAIN AREAS THAT MAY MAKE SENSE, SOME IT MAY NOT, BUT IS THERE A WAY WE COULD COMMUNICATE THAT MORE UP IN AN FAQ OR SOMETHING ON THE WEBSITE? I'M NOT SURE THE BEST APPROACH, BUT I JUST FEEL LIKE THAT'S GOING TO BE A BIG ISSUE THIS YEAR.

MARYA CRIGLER: YEAH, WE'LL WORK WITH CYNTHIA TO WORK ON THAT.

ONE OF THE THINGS THAT WE FIND SURPRISING SO FAR AFTER OUR NOTICES HAVE DROPPED, IS OUR CALL VOLUME IS NOT WHAT IT WAS LAST YEAR OR EVEN THE YEAR BEFORE THAT. SO WE'RE NOT SEEING EXTREME VOLUMES OF CALL, BUT WE DO UNDERSTAND THAT THERE WILL BE SOME QUESTIONS FROM TAXPAYERS. AGAIN, WE ALWAYS ENCOURAGE THEM TO FILE THEIR PROTEST IF THEY WANT TO SEE THE EVIDENCE THAT WE

[00:50:03]

BUT IT'S NOT SOMETHING THAT WE CAN JUST PUBLISHED. IT'S SOMETHING THAT THEY HAVE TO GO THROUGH A PROCESS IN ORDER TO GET ACCESS TO.

UNKNOWN: I LIKE THE IDEA OF A FAQ PAGE THAT WOULD ALMOST SHOW GEOGRAPHIC AREAS WHERE, YOU KNOW, THINGS HAVE CHANGED AND AND MAYBE THE DIFFERENCE BETWEEN VALUES FOR SMALL BUSINESSES VERSUS MAJOR BUSINESSES AND HOUSES OF A CERTAIN VALUE RANGE VERSUS HIGHER VALUE. I MEAN, I THINK THAT KIND OF THING REALLY INFORMS TAXPAYERS AND MAKES THEM UNDERSTAND WHAT'S REALLY HAPPENING IN THE MARKET.

THERESA BASTIAN: WELL AND I THINK ALSO IN ANY COMMUNICATION ABOUT THAT THIS TOPIC, REMINDING THEM THAT IT'S THE VALUE OF JANUARY 1. YEAH, TODAY'S VALUE.

VIVEK KULKARNI: THAT'S THE OTHER PIECE BLANCA ZAMORA GARCIA: SOLD DATA BEYOND JANUARY 1, DON'T YOU? MARYA CRIGLER: YEAH, WE ARE OUR DATA RANGE THAT WE USE FOR LOOKING AT IT IS FROM JANUARY 1 OF THE PREVIOUS YEAR THROUGH FEBRUARY OF THE CURRENT YEAR. JUST TO GIVE US ENOUGH SCOPE OF DATA. AGAIN, IT'S NON DISCLOSURE STATE, SO WE'VE GOT TO USE WHATEVER DATA THAT WE HAVE AVAILABLE. HOWEVER, THIS YEAR, BECAUSE WE DID SEE THE TREND THAT VALUE STARTED TO GO DOWN MID MAY, JUNE, WE PUT A SPECIFIC EMPHASIS AND FOCUS ON SALES THAT OCCURRED IN THIRD AND FOURTH QUARTER, VERSUS ALL SALES FOR ALL OF 2020 BECAUSE BLANCA ZAMORA GARCIA: OF PROPERTIES THAT WERE UNDER CONTRACT ALREADY BY APRIL, WHEN THEY HAD AN END CLOSED A MONTH OR TWO LATER, BUT THAT, BUT YOU SAW A SHARP DROP.

MARYA CRIGLER: YEAH BLANCA ZAMORA GARCIA: AND IT CONTINUES NOW MARYA CRIGLER: YES.

DEBORAH CARTWRIGHT: AND I BELIEVE YOU USED TIME ADJUSTMENTS. DID YOU NOT? MARYA CRIGLER: WE, IN LIEU OF USING A TIME ADJUSTMENT, WE ISOLATED OUR SALES TO BE THIRD AND FOURTH QUARTER AND A LITTLE BIT IN FIRST QUARTER. BUT AGAIN, OUR TIMING OF WHEN WE HAVE TO PROCESS AND GET THINGS DONE DOESN'T ALLOW US TO COLLECT A LOT OF FIRST QUARTER DATA IN 22 BECAUSE WE'VE GOT TO HAVE OUR NOTICES OUT BY THE END OF THAT.

JAMES VALADEZ: SO SCARCITY OF DATA POINTS, BUT ACCURATE DATA POINTS? MARYA CRIGLER: YEAH.

JAMES VALADEZ: ANY FURTHER QUESTIONS? NICOLE CONLEY: MS. CRIGLER, CAN YOU JUST GIVE US LIKE A SENSE WHILE WE KNOW THESE BILLS ARE KIND OF LOOMING AND CERTAIN AT THIS POINT, BUT WE DO KNOW THAT THE MAJOR BUDGET BILLS HAVE LEGS, AND I CAN UNDERSTAND THE DIFFERENCE IN BETWEEN. YOU KNOW THE IMPACT ON TAXING CAPACITY FOR THE TAXING ENTITIES, WHERE THOSE WHILE THEY RELATIVELY COST AROUND THE SAME IN TERMS OF TAX COMPRESSION, I WAS JUST WONDERING IF YOU COULD SPEAK TO SOME OF THE ADMINISTRATIVE CHALLENGES THAT MADE ME COME ABOUT IN TERMS OF IMPLEMENTATION. SOME OF THESE ARE JUST MAYBE SYSTEM RETOOLING, BUT I COULD BE MISSING SOMETHING. AND I'M JUST WONDERING IF THERE'S ANY LEGISLATIVE ACTIONS THAT WOULD HAVE A SUBSTANTIAL IMPACT ON TCAD IN TERMS OF ADMINISTRATIVE OR OPERATIONAL CAPACITY, IN TERMS OF READINESS, OR ARE WE, WE ALL SAID, AND THIS IS JUST REALLY AT THE END OF THE DAY, ABOUT THE MONEY AT THE STATE AND, YOU KNOW, SUSTAINABILITY, IN SOME CASES.

MARYA CRIGLER: YOU KNOW, THE TWO REALLY BIG VERSIONS OF PROPERTY TAX PROPOSAL, BOTH OF THEM WILL REQUIRE SOME RETOOLING ON THE PART OF THE APPRAISAL DISTRICT, BUT NOTHING SUBSTANTIAL IF, IF HB TWO GOES FORWARD AND THE CAP GETS LOWERED TO 5% THERE'S A LITTLE BIT THAT WE WILL HAVE TO DO TO CHANGE OUR PERCENTAGE WITHIN OUR SYSTEM TO CALCULATE THIS YEAR FORWARD. IT REQUIRE A LITTLE BIT OF PROGRAMMING, BUT I DON'T SEE THAT IT'S GOING TO BE ANYTHING THAT WOULD BE ADMINISTRATIVELY DIFFICULT FOR US TO TO COMPENSATE FOR IF THE OTHER VERSION HAPPENS, AND WE NOW START SEEING INCREASED EXEMPTIONS, AND THE WAY THAT IT'S WRITTEN RIGHT NOW, THAT EXEMPTION WOULD WOULD APPLY FOR THE CURRENT YEAR, AND SO AS SOON AS IT'S GETS PASSED FOR THE VOTERS, WE'D HAVE TO DO A RECALCULATION. IT'S A LITTLE BIT MORE COMPLICATED TO DO THOSE CALCULATIONS. WHAT WE SEND TO THEM AT CERTIFICATION IS GOING TO HAVE TO BE A LITTLE BIT DIFFERENT. WE, YOU KNOW, WE'VE DEALT WITH THAT IN THE PAST. WE DEALT WITH IT LAST SESSION, WHEN WE INCREASE THE EXEMPTION FROM 25 TO 40. SO WE'RE PREPARED TO DEAL WITH IT, BUT IT IS, BUT WILL BE A LITTLE BIT COMPLICATED. THE BIGGEST THING ON THE SENATE VERSION THAT WILL CREATE SOME COMPLICATIONS AND MORE, IT'LL EASE, IN SOME RESPECTS, OUR ADMINISTRATIVE BURDEN, BUT INITIALLY CREATE SOME IS THE EXEMPTION FOR BUSINESS PERSONAL PROPERTY. BECAUSE THERE'S NEVER BEEN AN EXEMPTION FOR BUSINESS PERSONAL PROPERTY BEFORE, SO THAT WOULD BE SOMETHING BRAND NEW THAT WE WOULD HAVE TO PUT IN. IT ALSO WOULD NOT REQUIRE CERTAIN PERSONAL PROPERTY ACCOUNTS TO RENDER TO THE APPRAISAL DISTRICT. SO EVENTUALLY IT MAY SAVE US SOME ADMINISTRATIVE BURDEN IN NOT HAVING TO PROCESS RENDITIONS. BUT IN THE FIRST YEAR AS THOSE PROPERTIES ARE

[00:55:01]

OSEZUA EHIYAMEN: THANK YOU. OKAY. THANK YOU SO MUCH FOR YOUR REPORTS. AND I'M ALWAYS IMPRESSED WHENEVER YOU SPEAK, PRESENT YOUR REPORT. QUITE IMPRESSED. I JUST HAVE A BRIEF QUESTION FOR CLARIFICATION, ARE THERE APPRAISALS SCHEDULED TO GIVE TESTIMONY IN COURT OR IN ATTENDANCE, ESPECIALLY AS CONCERNS THE MASS APPRAISAL QUESTION.

MARYA CRIGLER: SO YOU TALKING LEGISLATIVELY? YEAH, YES, WE DO.

I DO PARTICIPATE LEGISLATIVELY. OFTEN I'M REQUESTED, PARTICULARLY IF WE'VE ASKED THE MEMBER TO CARRY A BILL FOR US, WE WILL GO TESTIFY IN BEHALF OF THOSE BILLS. WE ALSO DO A LOT OF WORK WITH OUR TAXING ENTITIES. IF THERE'S GOING TO BE SOMETHING THAT THEY WANT TO CALCULATE THE FISCAL IMPACT FOR THEM, WE'LL GIVE THEM THOSE KIND OF ESTIMATES. SO YES, WE DO PARTICIPATE LEGISLATIVELY.

OSEZUA EHIYAMEN: WHAT ABOUT THE COURTS? MARYA CRIGLER: IN COURT? OCCASIONALLY, I MAY BE CALLED INTO COURT. USUALLY, THAT IS SOMETHING THAT IS HANDLED BY MY STAFF THAT DEALS MORE DIRECTLY WITH THE APPRAISAL OF THE PROPERTY. THEY ARE USUALLY THE ONES THAT HANDLE THE LITIGATION, AND WE HAVE SPECIFIC TEAMS IN OUR DEPARTMENTS THAT HANDLE SPECIFICALLY LITIGATION.

OSEZUA EHIYAMEN: THANK YOU.

JAMES VALADEZ: ANY FURTHER COMMENTS? OKAY, SEEING NONE, WE WILL MOVE ON TO ITEM 5D DISCUSSION AND POSSIBLE ACTION ON PERFORMANCE REVIEW AND COMPENSATION FOR CHIEF APPRAISERS REPORT CHIEF APPRAISER, WE'LL TAKE THAT UP IN EXECUTIVE SESSION 5E CONSULTATION WITH TCAD ATTORNEY REGARDING BOARD RESPONSIBILITIES AND DUTIES, WILL TAKE THAT UP IN EXECUTIVE SESSION 5F DISCUSSION AND POSSIBLE ACTIONS ON LITIGATION AND APPEALS RELATED TO PENDING AND ANTICIPATED LAWSUITS. DO WE HAVE ANYTHING ON 5F THAT WE NEED TO DISCUSS WITH NOTHING? WE WILL NOT TAKE UP 5F SO WE WILL DISCUSS 5D AND E IN EXECUTIVE SESSION, CITING 551, POINT 0744, 5D, PERSONNEL MATTERS TO DELIBERATE THE APPOINTMENT, EMPLOYMENT EVALUATION, REASSIGNMENT, DUTIES, DISCIPLINES AND DISMISSAL OF CHIEF APPRAISERS, REPORT CHIEF APPRAISER OR OTHER PUBLIC OFFICER OR EMPLOYEE OR TO HEAR A COMPLAINT OR CHARGE, AND THEN WE WILL CITE SECTION 5510714, 5E, WHICH IS CONSULTATION WITH ATTORNEY REGARDING PENDING AND CONTEMPLATED LITIGATION SETTLEMENT OFFERS AND MATTERS OF WHICH THE ATTORNEY HAS A DUTY TO ADVISE THE BOARD UNDER THE TEXAS DISCIPLINARY RULES AND PROFESSIONAL CONDUCT OF THE STATE BAR OF TEXAS. DO I HAVE A MOTION TO ADJOURN THE REGULAR MEETING AND GO INTO EXECUTIVE SESSION? RECESS, I'M SORRY.

RECESS THE REGULAR MEETING AND GO TO EXECUTIVE SESSION.

OSEZUA EHIYAMEN: I MOVE JAMES VALADEZ: OKAY. MOVED BY DOCTOR O. SECONDED BY SECONDED BY MISS BASTIAN. CAN WE ALL THOSE IN FAVOR OF GOING INTO EXECUTIVE SESSION? THAT'S UNANIMOUS AT 12:32 THE TRAVEL CENTRAL APPRAISAL DISTRICT BOARD OF DIRECTORS STANDS ADJOURNED, AND WE'LL COME BACK ONLINE AND BEGIN STREAMING. RECESSED.

RECESSED. RECESS. SORRY. THANK YOU.

[d. Discussion and Possible Action on Performance Review and Compensation for Chief Appraiser]

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[g. Discussion and Possible Action to Add Items to Future Agendas]

MARYA CRIGLER: WE'LL NEED TO GO AHEAD AND SCHEDULE AT LEAST OUR NEXT TWO MEETINGS. TYPICALLY, WHAT WE'LL DO IN MAY IS HAVE OUR BUDGET WORKSHOP, AND THEN ABOUT A WEEK OR TWO WEEKS AFTER OUR WORKSHOP, WE'LL HAVE A MEETING TO APPROVE OUR PRELIMINARY BUDGET. THEN WE HAVE TO TURN OUR PRELIMINARY BUDGET OVER TO OUR TAXING ENTITIES, AND THEN WE DO OUR OFFICIAL APPROVAL OF OUR ADOPTION OF OUR BUDGET IN SEPTEMBER. BUT JUNE 15 IS A DEADLINE FOR US TO DO THE PRELIMINARY BUDGET. BUT AGAIN, WE WANT TO SCHEDULE BOTH OUR WORKSHOPS BEFOREHAND, PRESENT YOU WITH A PRELIMINARY AND THEN GET ANY FEEDBACK FROM YOU AND THEN BE ABLE TO COME BACK TO YOU WITH A FINAL PRELIMINARY BUDGET FOR YOUR APPROVAL. SO WE'RE LOOKING LAST TWO WEEKS IN MAY FOR THE WORKSHOP, WHATEVER YOUR AVAILABILITY IS. OR DO YOU WANT US TO SEND OUT A DOODLE POLL TO CHECK YOUR DATES THAT JAMES VALADEZ: I THINK THE POLLS SEEM TO BE WORKING WELL FOR GETTING A NICE INDICATION OF WHERE QUORUM WOULD BE MET.

MARYA CRIGLER: OKAY, SO WE'LL LOOK AT EITHER THE WEEK OF THE 22ND OR THE WEEK OF THE 29TH FOR THE WORKSHOP, AND THEN WE'LL FOLLOW THAT UP EITHER A WEEK OR TWO WEEKS LATER, DEPENDING UPON YOUR AVAILABILITY, WITH THE FINAL BUDGET MEETING.

DEBORAH CARTWRIGHT: MR. CHAIRMAN, I MENTIONED WHENEVER MISS THOMPSON WAS TALKING ABOUT THE DIFFERENT POLICIES THAT THE BOARD HAS, THAT THAT THE TAXPAYER LIAISON OFFICER HAS SOME RESPONSIBILITY FOR. SO I WOULD LIKE, AT THE NEXT MEETING FOR THE CHIEF APPRAISER TO DISCUSS THE REQUIREMENTS OF SECTION 6.0 4D, E AND F, WHICH FOR BOARD POLICIES RELATED TO PUBLIC ACCESS AND AND THINGS OF THAT NATURE, AND VERY SPEC SPECIFIC. I BELIEVE WE HAVE SOME BOARD POLICIES THAT MAYBE WE HAVEN'T LOOKED AT IT IN A WHILE, AND WE MAY NEED TO REVISE. AND IT'LL BE USEFUL FOR MISS THOMPSON ALSO TO KNOW WHAT HER RESPONSIBILITIES ARE ON THOSE ITEMS. SO IF WE COULD ADD THAT TO THE AGENDA, I WOULD APPRECIATE IT.

JAMES VALADEZ: ABSOLUTELY. WE'LL MAKE SURE THAT THOSE MAKE THEIR WAY ON DOES ANYBODY ELSE HAVE ANY OTHER ITEMS FOR OUR NEXT SCHEDULED MEETING THAT THEY'D LIKE TO SEE? OSEZUA EHIYAMEN: MR. CHAIRMAN, THIS NOT AN ITEM. I JUST WANT TO MAKE THIS CLARIFICATION. I WANT TO FIND OUT THIS 22ND IS IT 22ND OR 29TH OF MAY? MARYA CRIGLER: SOMETIME DURING THAT WEEK, WE'LL SEND A POLL OUT TO THE BOARD MEMBERS TO SEE ONE, JUST ONE DAY.

OSEZUA EHIYAMEN: OKAY MARYA CRIGLER: JUST ONE DAY DURING THAT OSEZUA EHIYAMEN: OKAY, THANK YOU.

MARYA CRIGLER: AND I'LL ALSO SUGGEST, SINCE WE'RE GOING TO BE TALKING ABOUT OUR PUBLIC ACCESS AS PART OF OUR BOARD POLICIES, THAT WE JUST PROBABLY JUST DO A FULL REVIEW OF ALL THE BOARD POLICIES, BECAUSE IT MAY BE SOME OTHER UPDATES THAT YOU WANT.

JAMES VALADEZ: LAST CALL ANY ANY ITEMS? OKAY? HEARING NONE. WE HAVE ONE ITEM LEFT ON OUR AGENDA. DO I HAVE A MOTION FOR

[6. Adjournment]