Assessment Appeals Process

In August 2017, one taxpayer group—the California Alliance of Taxpayer Advocates (CATA)—presented its concerns before the elected Board in Sacramento at the Board's Taxpayers' Bill of Rights (TRA) hearing. The California Assessors' Association (CAA) and the California Association of Clerks and Election Officials (CACEO) were also represented at that hearing. After hearing discussion at the hearing, staff is commencing an Interested Parties process to facilitate resolution of the issues.

Date Description
7/7/2017 Letter from California Alliance of Taxpayer Advocates (CATA) to BOE Member
8/24/2017 Letter from the California Assessors' Association to CATA
10/12/2017 Letter from the California Assessors' Association to BOE Property Tax Department
11/16/2017 Letter from California Association of Clerks and Election Officials (CACEO) to BOE Chairwoman
11/27/2017 Letter from CATA to BOE Chairwoman
12/18/2017 Staff to meet with interested parties to discuss assessment appeals process and inviting interested parties to submit comments
4/25/2018 Staff to meet with interested parties to discuss assessment appeals process
7/24/2018 Discussion of, and proposed changes to Regulations 302, The Board's Function and Jurisdiction; 305, Application; 305.1, Exchange of Information; 305.2, Prehearing Conference; and 323, Postponement and Continuances, at the July Board Meeting

L. Board Member Requested Matters
Items that appear under these matters provide information to the Members and may require Board action or direction.
L1. Discussion of, and proposed changes to Regulations 302, The Board's Function and Jurisdiction; 305, Application; 305.1, Exchange of Information; 305.2, Prehearing Conference; and, 323, Postponement and Continuances
8/16/2018 Staff to meet with interested parties to continue the discussion related to the assessment appeals process
8/21/2018 Revisit Petition at the August Board Meeting to amend Property Tax Rules 302, The Board's Function and Jurisdiction; 305, Application; 305.1, Exchange of Information; 305.2, Prehearing Conference; and 323, Postponement and Continuances, in light of CATA's August 8, 2018 letter

G. Rulemaking
G1. Revisit Petition to amend Property Tax Rules 302, The Board's Function and Jurisdiction; 305, Application; 305.1, Exchange of Information; 305.2, Prehearing Conference; and, 323, Postponement and Continuances, in light of CATA's August 8, 2018 letter
9/25/2018 Presentation/discussion at the September Board Meeting of legal analysis of proposed amendments to Rules 302, 305, 305.1, 305.2, & 323, and proposed Rule 305.4

G. Rulemaking
G1. Petition to amend Property Tax Rules 302, The Board�s Function and Jurisdiction; 305, Application; 305.1, Exchange of Information; 305.2, Prehearing Conference; and, 323, Postponement and Continuances; and, Proposed Property Tax Rule 305.4, Request for Information
10/31/2018 Staff to meet with interested parties to discuss confidentiality of taxpayer information in assessment appeals