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C. 2004 Board of ReviewCITYOF CHANHASSEN 77(!(/klark i Buub,~ard PO B,x 1,17 Charhassen MN 5531 Administration Pbs, r;(: 952 227 100 F~x 952 227 ~!10 Building Inspections PI {)F,e 952 227 1180 ~, ~sz~, ,190 Engineering Pl,one !)52 227 1!60 F~x 9~,'~ 'n7 ~170 Finance P¥';~, 952 ?'~7 !140 !in2 227 11:0 Park & Recreation P!ior ~: 9,52 227 !120 Fax 9,52227 1110 Recr(ation Center 2310 Csuiter Boulevard Pi~)ne 952227 1400 Fax 9522271404 Planning & Natural Resources P hz;ne: 952 227 1130 Fa~ !52 2?7 11 iO Public Works 1591 Park Road Phone: 952 227 1300 Fax 952 227 1310 Senior Center Pi~cue 952 227 112,5 Fax 952 227 I! !0 Web Site ,,rp MEMORANDUM TO: Todd Gerhardt, City Manager FROM: DATE: RE: Justin Miller, Assistant to the City Manager...i ~ April 5, 2004 O~.~ - 2004 Board of Review BACKGROUND Each year the City Council sits as the local Board of Review and Equalization. Attached you will find the duties and descriptions of a local Board of Review. On Monday night, residents will have the opportunity to provide either written or oral objections concerning their property valuation or classification. In the past, the Board of Review has listened to the individual comments and directed the County Assessor to contact each property owner to set up a time to review their request. However, if there are only a few residents present on Monday night, and the assessor feels confident in their valuation or is agreeable to a change, final action can be taken at this meeting. If further discussions need to occur between the assessor and property owner, staff recommends that the Board of Review make a motion to continue the hearing to April 26th at 6:30, and that the County Assessor provides a written recommendation for each objection that could not be acted upon at tonight's meeting. } p q ~ t The City of Chanhassen · A growir~g commur~ity with clean takes quaiity schools a charming downtown lhriviug ,}asin~ssi!, winding trails and b~ aJti,ul parks A grea~ place [o ii,,e work and pla,? City of Chanhassen 2004 Assessment Summary $46,336,600 $5,075,200 $859,400 $528,200 $52,799,400 Chanhassen Value Distribution 2004 [] Commercial/ Industrial 12% [] Other [] Apartment 3% [] Residential 85% [] Residential [] Commercial/ Industrial [] Apartment [] Other A.G. Op. 474d (Aug. 28, 1961). Minn. Stat. §§ 469.310 469.320. Go to www.dted.state.mn.us/jobz- f. asp for the most up-to-date information of Minnesota's JOB zones. CHAPTER 22 , Public property, including all city-owned property, for exclusive public purpose use. · Real and personal property for the abatement and control of air or water pollution. There are a number of other specific types of properties listed as exempt from property taxes. Local governments in Minnesota may not generally exempt any land from taxation for the purpose of attracting or keeping industry. Under 2003 legislation, the commissioner of the Dept. of Employment and Economic Development (DEED) can designate up to 10 "job opportunity zones" (JOBZ) in areas outside the seven-county metropolitan area that meet specified economically-distressed criteria. These zones provide property tax breaks to businesses to encourage job growth and business investment. Contact DEED at (651) 297-1291 for information on Minnesota's JOBZ zones. K. Equalization procedures Once the assessors have completed their work, the city, county, and state levels of government review and modify the assessments with limitations. During this review, two kinds of corrections are possible: the governing body may check the assessor's lists for accuracy, hear individual complaints and make any necessary adjustments; and, the governing body may equalize the ratio of market to assessed market values. The first function is the sole concern of the city board of review, while the county and state boards devote more time to the latter task. When the entire procedure is complete, the county auditor puts the valuations in the records to use when making up the tax rate figures. Only when all three levels of government have reviewed and equalized the assessments, do they become the official assessed values. Minn. Stat. § 274.01, subd. l(a). Minn. Stat. § 274.0I, subd. 2. 1. City board of review The city council serves as the board of review in cities unless the power is delegated to a special board of review or to the county, as described below. The city council may appoint a special board of review. It may delegate to the board all of the powers and duties the council would have if it acted as the board of review. The members of the special board of review serve at the direction and discretion of the council. The council determines the number of members, the compensation and expense payments, and the term of office. At least one member of the board must be an appraiser, realtor or familiar with property valuations in the assessment district. HANDBOOK FOR MINNESOTA CITIES This chapter last revised 12/31/2003 22-7 Minn. Stat. § 274.01, subd. 3. Minn. Stat. § 274.01, subd. l(a), (e). Minn. Stat. § 274.01, subd. l(a). Minn. Stat. § 274.01. subd. l(g). Minn. Stat. § 274.01, subd. l(b). Minn. Stat. § 274.01, subd. 1 (d). Minn. Stat. § 274.01. subd. 1(0. CHAFFER 22 Instead of performing the duties of a board of review itself or delegating it to a special board of review, any city council of a city for which the county does the assessing, may transfer its local board of review or equalization power and duties to the county board. The board of review meets in the city clerk's office. The city assessor and the county assessor must attend this meeting with their assessment books and papers. These officials may take part in the proceedings, but may not vote. The meeting date of the board of review must be between April 1 and May 31, and is fixed by the county assessor on or before Feb. 15 of each year by giving written notice to the city clerk. After receiving the notice, the clerk must give published and posted notice of the meeting at least 10 days before the date of the meeting. A majority of the members may take action at the board of review meeting, and may adjourn the meeting from day to day for a period of 20 days until they complete their work. After 20 days, the board has no authority and any action it takes is invalid unless the commissioner of revenue has granted an extension. In fulfilling its role, the board of review has three main functions: · It must review the assessor's list, making sure all taxable property in the city has been properly placed on the list. It must review the assessor's valuations, striving to standardize the ratio between market value and adjusted market value for each individual piece of property. To accomplish this, the board may raise or lower valuations on individual properties, but it cannot increase valuations without notifying the property owner and giving that person an opportunity to be heard. · The board must hear and settle the complaints of individual property owners regarding the valuations on their property. A local board does not have authority to grant an exemption or to order property removed from the tax rolls. If a person fails to appear in person or through counsel or written communication before the board of review after receiving notice of intent to raise the assessment, or if a person fails to apply for a review of the assessment, that person may not appear before the county board of equalization for a review of the assessment. An exception is when the assessment takes place after the meeting of the board of review, or when aggrieved individuals can establish that they did not receive notice at least five days before the local board of review meeting. 22-8 This chapter last revised 12/31/2003 HANDBOOK FOR MINNESOTA CITIES Minn. Stat. § 274.01, subd. l(c). Minn. Stat. § 274.01, subd. l(g). Minn. Stat. § 274.13. Minn. Stat. § 274.13. Minn. Stat. § 274.13, subd. 1(7). Minn. Stat. § 375.192. Minn. Stat. § 270.11, subds. 1, 6. See also, Minn. Stat. § 274.13, subd. 1 (a). Minn. Stat. § 270.12. CHAPTER 22 The local board of review may not reduce the total or aggregate amount of the county assessor's assessment by more than one percent. This means the board must often compensate for reductions in assessed values by making comparable increases in assessments against other parcels of property. All complaints about an assessment or classification made after the meeting of the board must be heard and determined by the county board of equalization. 2. County board of equalization The county board of equalization consists of either the county auditor and the county commissioners, or a special board of equalization appointed by the auditor and the board of county commissioners. The statutes establish meeting dates. Although the county board of equalization may decrease and, after notice to the taxpayer, increase individual valuations, its primary task is to secure uniformity of assessed value from district to district, with only occasional attention to uniformity between taxpayers within any one district. The board may not reduce the aggregate valuations of either real or personal property in the county below the amounts the assessors have determined, but it may increase these amounts. The county board does not have the authority to grant an exemption or to order the property removed from the tax rolls. Upon the property owner's application, the board may change a property's homestead classification or reduce its market value, reducing or refunding any taxes the property owner erroneously or unjustly paid. 3. State board of equalization The commissioner of revenue acts as the state board of equalization. The commissioner's primary assessment task is to ensure uniformity of valuations between counties. The commissioner may adjust valuations between districts and between classes of property. The commissioner may raise or lower individual assessments, but may increase individual assessments only after the taxpayer has received notice and has had an opportunity to be heard. The commissioner may not reduce the aggregate value of all property in the state by more than 1 percent below the total the county boards of equalization have reported. The commissioner may order a reassessment of property in any district. HANDBOOK FOR MINNESOTA CI FIES This chapter last revised 12/31/2003 22-9 CIqAPTER 22 Minn. Stat. § 271.01. Minn. Stat. § 271.04. Minn. Stat. § 271.21. Minn. Stat. § 271.06. See MN Revenue Sales Tax Fact Sheet 164, Local Sales and ~xe Tax. Minn. Stat. § 297A.99. Minn. Stat. § 469.190. Minn. Stat. § 477A.013. See League memo, Guidelinesfi)r Preparing Ci(v Budgets, for a more detailed discussion of LGA. 4. Appeals to tax court The tax court is the final authority for the hearing and determination of all questions under the property tax laws of the state, except for an appeal to the Supreme Court. The tax court has no jurisdiction involving an order of the state board of equalization unless a taxpayer contests the valuation of the property. The tax court must hold hearings at any place in the state so taxpayers may appear before the court with as little inconvenience and expense to the taxpayer as possible. The small claims division of the tax court has jurisdiction in any case concerning the valuation, assessment or taxation of certain homesteaded property and of non-homesteaded property if the estimated market value is less than $300,000. The small claims division also hears cases concerning the tax laws in which the amount in controversy does not exceed $5,000, including penalties and interest. The notice that goes to the taxpayer of the assessment, determination or order of the commissioner or the appropriate unit of government should include written notice that the taxpayer has the right to appeal to the tax court and, if applicable, to the small claims division. L. Other taxes As mentioned earlier, the Legislature has granted cities the authority to impose some utility taxes and taxes on lodging, as well as special sales taxes for some cities. In order to impose a local sales tax, a city must obtain special legislation. A city may impose, by ordinance, a local lodging tax up to a 3 percent tax on the gross receipts of lodging in the city; 95 percent of the gross proceeds must be used to fund a local convention or tourism bureau for the purposes of marketing and promoting the city. II. Local government aid Local government aid (LGA) is a state aid to local governments. LGA has undergone several changes since its creation in 1971. LGA has replaced most of the individual taxes, such as cigarette, liquor, bank excise, and gross earnings taxes, which the state previously distributed to local governments under various laws. LGA, like other aspects of the state tax system, is now manipulated by the Legislature annually. The 2003 Legislature enacted a new LGA program that includes a new formula for cities over 2,500 population and an update of the existing formula for small cities. 22-10 This chapter last revised 12/31/2003 HANDBOOK FOR MINNESOTA Cfi'lES