Board of Review

7725 W. North Avenue Wauwatosa, WI Wauwatosa, WI 53213 Board of Review Meeting Minutes Wednesday, June 7, 2023 9:00 AM Common Council Chambers CALL TO ORDER Chairperson Pam Stokke-Ceci called the meeting to order at 9:00 AM. ROLL CALL Present Pamela Stokke-Ceci, Roger Walsh, Rosemary Fox, and Kathy Ehley NEW BUSINESS 1. Confirmation of appropriate Board of Review and Open Meetings 23-264 notices ..end The Open Book noticed was published on May 3, 2023. The Board of Review notice was published on May 17, 2023. RESULT: INFORMATIONAL ONLY 2. Selection of a Board of Review Chairperson ..end 23-265 Pam Stokke-Ceci was nominated Chairperson. With no further nominations, Stokke-Ceci becomes Chairperson. RESULT: INFORMATIONAL ONLY 3. Selection of a Board of Review Vice Chairperson ..end 23-267 Roger Walsh was nominated Vice-Chairperson. With no further nominations, Walsh becomes Vice-Chairperson. RESULT: INFORMATIONAL ONLY 4. Verify that member(s) have met the mandatory training requirements ..end 23-268 Stokke-Ceci, Walsh, and Fox took the training on June 1, 2023. RESULT: INFORMATIONAL ONLY 5. Verify that the City has an ordinance for the confidentiality of income 23-270 and expense ..end The City ordinance for the confidentiality of income and expense is Sec. 2.88.080. RESULT: INFORMATIONAL ONLY 6. Review of new laws ..end 23-272 Page 1 of 5 Board of Review Meeting Minutes June 7, 2023 No new laws. RESULT: INFORMATIONAL ONLY 7. Board of Review Rules and Procedures Policy ..end 23-273 Motion was to affirm the Board of Review policy. RESULT: APPROVED MOVER: Roger Walsh SECONDER: Kathy Ehley Aye: Stokke-Ceci, Walsh, Fox, and Ehley This policy includes the following: • Policy on procedure for waiver of board of review hearing requests • Policy on procedure for sworn telephone or sworn written testimony requests ASSESSMENT ROLL 1. Receipt of the Assessment Roll by Clerk from the Assessor and sworn 23-275 statements ..end RESULT: INFORMATIONAL ONLY 2. Perform Statutory Duties: ..end 23-277 RESULT: INFORMATIONAL ONLY 3. Certify all corrections of error under state law Wis. Stat. §70.43 ..end 23-278 None. RESULT: INFORMATIONAL ONLY 4. Verify with the Assessor that open book changes have been included in 23-282 the Assessment Roll ..end Assessor Tyrrell verified that all open book changes were included in the assessment roll. RESULT: INFORMATIONAL ONLY 5. Allow taxpayers to examine assessment data ..end 23-280 RESULT: INFORMATIONAL ONLY CONSIDERATION OF 1. Waivers of the required 48-hour notice of intent to file an objection 23-299 when there is good cause ..end Bret Roge, attorney for Irgens, provided the following information: They have been in negotiations with the Assessor's Office and received the last adjustment after the 48-hour notice deadline. They were in negotiations because the final assessment did not follow the Developer's Agreement. Page 2 of 5 Board of Review Meeting Minutes June 7, 2023 The City Assessor provided the timeline of communication with Irgens. Motion is that the Board finds that the objector, Thomas Irgens, Tax Key #373-1004-000, provided good cause, waives the 48-hour notice requirement, and accepts the objection form. RESULT: APPROVED MOVER: Roger Walsh SECONDER: Rosemary Fox Aye: Walsh, Fox, and Ehley Nay: Stokke-Ceci 2. Waivers or requests for waiver of the BOR hearing allowing the 23-300 property owner an appeal directly to circuit court ..end None to consider at this time. RESULT: NO ACTION TAKEN 3. Requests to testify by telephone or submit sworn written statement ..end 23-301 None. RESULT: NO ACTION TAKEN 4. Objection forms and hearing for property owners who did not submit 23-302 acceptable income and expense information pursuant to Wis. Stat. §70.47(7)(af) ..end None. RESULT: NO ACTION TAKEN 5. Subpoena requests ..end 23-303 The Attorney for the City Assessor went thru the list of items the Assessor's Office is requesting from various properties. The motion was to authorize the Board of Review Chairperson to sign the subpoena requests for the following properties once the Assessor's Attorney has completed them: • Tax Key: #297-9995-004, Address: 12000 W. Burleigh Street, Owner: Lowes Home Centers Inc • Tax Key: #258-0001-009, Address: 3900 N. Mayfair Road, Owner: Target Corporation • Tax Key: #256-0075-007, Address: 10800 W. Capitol Drive, Owner: Walgreen Co • Tax Key: #331-0777-001, Address: 2656 Wauwatosa Avenue, Owner: Walgreen Co • Tax Key: #384-0009-002, Address: 6600 W. State Street, Owner: Walgreen Co • Tax Key: #335-9998-022, Address: 2424 N. Mayfair Road, Owner: Nordstrom Inc Page 3 of 5 Board of Review Meeting Minutes June 7, 2023 • Tax Key: #411-9976-007, Address: 201 N. Mayfair Road, Owner: Wheaton Franciscan Inc/Ascension • Tax Key: #409-0059-002, Address: 10000 W. Blue Mound Road, Owner: Froedtert Health Inc • Tax Key: #410-0073-003, Address: 418 N. Mayfair Road, Owner: Kawips Delaware Wauwatosa LLC • Tax Key: #296-9999-002, Address: 3289 N. Mayfair Road, Owner: Aurora Health Care Inc • Tax Key: #299-9996-001, Address: 2999 N. Mayfair Road, Owner: Aurora • Tax Key: #379-9999-073, Address: 10430 W. Innovation Drive, Owner: Crescent Apartments LLC • Tax Key: #379-9999-080, Address: 10460 W. Innovation Drive, Owner: Crescent Apartment LLC RESULT: APPROVED MOVER: Roger Walsh SECONDER: Kathy Ehley Aye: Stokke-Ceci, Walsh, Fox, and Ehley 6. Approval of stipulations ..end 23-304 The stipulations included the following properties: • 335-0005-000, Lewis Joint Revocable Trust • 376-0368-000, Daniel Cibich • 291-297-782, Cognex 291-297-782 RESULT: APPROVED MOVER: Rosemary Fox SECONDER: Roger Walsh Aye: Stokke-Ceci, Walsh, Fox, and Ehley 7. Action on any other legally allowed/required Board of Review matters ..end 23-305 No other matters. RESULT: NO ACTION TAKEN 8. Palpable Errors pursuant to Wis. Stat. §70.43 ..end 23-306 None to consider at this time. RESULT: NO ACTION TAKEN 9. Omitted Property pursuant to Wis. Stat. §70.44 ..end 23-307 None to consider at this time. RESULT: NO ACTION TAKEN Page 4 of 5 Board of Review Meeting Minutes June 7, 2023 OTHER ITEMS 1. Review notices of intent to file objection ..end 23-308 None to consider at this time. RESULT: NO ACTION TAKEN 2. Consideration of proposed schedule of hearings on objections ..end 23-309 No schedule to consider at this time. RESULT: NO ACTION TAKEN 3. Opportunity for objectors who do not give their intent to appear to give 23-310 reason to the board as to why they should be heard ..end None to consider at this time. RESULT: NO ACTION TAKEN 4. Schedule of future BOR dates ..end 23-311 The next meeting will be June 30, 2023, at 10:00 AM. RESULT: INFORMATIONAL ONLY ADJOURNMENT The meeting adjourned at 11:00 AM. Next meeting will be June 30, 2023 at 10:00 AM. Page 5 of 5