Board Meeting Transcripts 2016

Board meeting transcripts are the written record of what was said at a Board meeting. To request a transcript that is not on the pages below, or if you have questions regarding transcripts, contact:

Board Proceedings Division
Email: MeetingInfo@boe.ca.gov
Fax: 1-916-324-3984

Documents on this page are available in several formats:

  • PDF (from 2021 forward)
  • Text file (up through 2020)

Please note: These transcripts are not individually reviewed and approved for accuracy.

Click the subheading below, in bold, to sort designated column.


Case TitleItem NumberBoard Meeting Date 
Marc Anthony SolisC112/14/16Text Version for case Marc Anthony Solis on 12/14/16
Ahmad Ghaderi and Susan L. GhaderiB211/29/16Text Version for case Ahmad Ghaderi and Susan L. Ghaderi on 11/29/16
Announcement After Closed Session11/29/16Text Version for case Announcement After Closed Session on 11/29/16
Field Operations Report: Cash Payment Acceptance AlternativesP4.212/14/16Text Version for case Field Operations Report: Cash Payment Acceptance Alternatives on 12/14/16
Treasure Bay, Inc.C212/14/16Text Version for case Treasure Bay, Inc. on 12/14/16
Legislative Committee12/14/16Text Version for case Legislative Committee on 12/14/16
La Paloma Generating Company, LLCE112/14/16Text Version for case La Paloma Generating Company, LLC on 12/14/16
Administration Deputy Director's Report: 2017/18 Budget Change ProposalsP6.111/29/16Text Version for case Administration Deputy Director's Report: 2017/18 Budget Change Proposals on 11/29/16
Administration Deputy Director's Report: Vacancy UpdateP6.211/29/16Text Version for case Administration Deputy Director's Report: Vacancy Update on 11/29/16
Technology Deputy Director's Report: CROS Project Update and ActionsP7.111/29/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 11/29/16
Midwest Enterpris, Inc.D111/30/16Text Version for case Midwest Enterpris, Inc. on 11/30/16
Executive Director's Report: VITA ProgramP1.212/14/16Text Version for case Executive Director's Report: VITA Program on 12/14/16
Property Tax Committee12/14/16Text Version for case Property Tax Committee on 12/14/16
Ruben Diaz GarciaC1011/30/16Text Version for case Ruben Diaz Garcia on 11/30/16
Final Actions12/14/16Text Version for case Final Actions on 12/14/16
Adoption of Retirement ResolutionsN108/30/16Text Version for case Adoption of Retirement Resolutions on 08/30/16
Final Actions11/29/16Text Version for case Final Actions on 11/29/16
Solvay USA, Inc.C108/31/16Text Version for case Solvay USA, Inc. on 08/31/16
Emad Kamal SweidanC210/25/16Text Version for case Emad Kamal Sweidan on 10/25/16
Annual Board Meeting with County Assessors10/11/16Text Version for case Annual Board Meeting with County Assessors on 10/11/16
Brian N. Khoury, et al.B5a-B5c04/26/16Text Version for case Brian N. Khoury, et al. on 04/26/16
Randy Christopher IrvineC410/25/16Text Version for case Randy Christopher Irvine on 10/25/16
Administration Deputy Director's Report: 2017-18 Budget Change ProposalsP6.110/25/16Text Version for case Administration Deputy Director's Report: 2017-18 Budget Change Proposals on 10/25/16
Technology Deputy Director's Report: CROS Project Update and ActionsP7.110/25/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 10/25/16
Property Tax Committee10/25/16Text Version for case Property Tax Committee on 10/25/16
Technology Deputy Director's Report: CROS Project Update and ActionsP7.109/27/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 09/27/16
Paula TrustB108/30/16Text Version for case Paula Trust on 08/30/16
Business Taxes Committee10/25/16Text Version for case Business Taxes Committee on 10/25/16
Chief Counsel Matters: Rulemaking - Readoption of Proposed Prepaid Mobile Telephony Services Regulation 2460, AdministrationJ110/25/16Text Version for case Chief Counsel Matters: Rulemaking - Readoption of Proposed Prepaid Mobile Telephony Services Regulation 2460, Administration on 10/25/16
Public Hearings: Proposed Amendments to Sales and Use Tax Regulation 1703, Interest and Penalties F110/25/16Text Version for case Public Hearings: Proposed Amendments to Sales and Use Tax Regulation 1703, Interest and Penalties on 10/25/16
Tax Program Nonappearance Matters - Adjudicatory - Franchise and Income Tax MattersH2.2a-2c07/14/16Text Version for case Tax Program Nonappearance Matters - Adjudicatory - Franchise and Income Tax Matters on 07/14/16
Richard R. Betchley and Kellie S. BrunkB509/27/16Text Version for case Richard R. Betchley and Kellie S. Brunk on 09/27/16
Administration Deputy Director's Report: Norwalk District Office RelocationP6.109/27/16Text Version for case Administration Deputy Director's Report: Norwalk District Office Relocation on 09/27/16
Rodolfo Dagoberto CarranzaC508/31/16Text Version for case Rodolfo Dagoberto Carranza on 08/31/16
Chief Counsel Matters: Rulemaking - Prepaid Mobile Telephony Services Surcharge Regulation 2460, AdministrationJ109/27/16Text Version for case Chief Counsel Matters: Rulemaking - Prepaid Mobile Telephony Services Surcharge Regulation 2460, Administration on 09/27/16
Tax Program Nonappearance Matters - Local Tax Reallocation Matters: Cities of Ontario, et al.I3.108/31/16Text Version for case Tax Program Nonappearance Matters - Local Tax Reallocation Matters: Cities of Ontario, et al. on 08/31/16
Business Taxes Committee08/30/16Text Version for case Business Taxes Committee on 08/30/16
Local Tax Reallocation Matters, Section 40 (AB 2323) Matter - Cities of Ontario, et al.I308/30/16Text Version for case Local Tax Reallocation Matters, Section 40 (AB 2323) Matter - Cities of Ontario, et al. on 08/30/16
Presentation of Board Resolution - Honorable Senator Sharon Runner08/30/16Text Version for case Presentation of Board Resolution - Honorable Senator Sharon Runner on 08/30/16
Presentation of Retirement Resolution - Randy Ferris, Chief Counsel, Legal Department08/30/16Text Version for case Presentation of Retirement Resolution - Randy Ferris, Chief Counsel, Legal Department on 08/30/16
Public Hearings: Proposed Amendments to Sales and Use Tax Regulation 1702.5, Responisble Person Liability F108/30/16Text Version for case Public Hearings: Proposed Amendments to Sales and Use Tax Regulation 1702.5, Responisble Person Liability on 08/30/16
Administration Deputy Director's Report: Contract Over $1 Million - CROS ProjectP6.108/30/16Text Version for case Administration Deputy Director's Report: Contract Over $1 Million - CROS Project on 08/30/16
Final Action08/31/16Text Version for case Final Action on 08/31/16
Technology Deputy Director's Report: CROS Project Update and ActionsP7.107/14/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 07/14/16
Announcement After Closed Session07/14/16Text Version for case Announcement After Closed Session on 07/14/16
Adjournment in Memory07/14/16Text Version for case Adjournment in Memory on 07/14/16
Public Hearings: Proposed Amendments to Property Tax Rule 462.040 F107/14/16Text Version for case Public Hearings: Proposed Amendments to Property Tax Rule 462.040 on 07/14/16
Adjournment in Memory06/15/16Text Version for case Adjournment in Memory on 06/15/16
Announcement After Closed Session06/14/16Text Version for case Announcement After Closed Session on 06/14/16
Technology Deputy Director's Report: CROS Project Update and ActionsP7.106/14/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 06/14/16
Technology Deputy Director's Report: CROS Project Update and ActionsP7.105/25/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 05/25/16
Legislative Committee05/24/16Text Version for case Legislative Committee on 05/24/16
Executive Director's Report: Report on Establishing Location of OfficesP1.106/14/16Text Version for case Executive Director's Report: Report on Establishing Location of Offices on 06/14/16
Adjournment in Memory of Carol Connelly, Neil Halloway and Benjamin Tang05/25/16Text Version for case Adjournment in Memory of Carol Connelly, Neil Halloway and Benjamin Tang on 05/25/16
Executive Director's Report: Legislative Budget and Conference CommitteeP1.206/14/16Text Version for case Executive Director's Report: Legislative Budget and Conference Committee on 06/14/16
Public Hearings: Proposed Amendments to Sales and Use Tax Regulation 1590 F206/14/16Text Version for case Public Hearings: Proposed Amendments to Sales and Use Tax Regulation 1590 on 06/14/16
Other Chief Counsel Matters: Resolution Conferring Powers on the Executive DirectorM105/25/16Text Version for case Other Chief Counsel Matters: Resolution Conferring Powers on the Executive Director on 05/25/16
Morrison Auto CorporationC105/25/16Text Version for case Morrison Auto Corporation on 05/25/16
Business Taxes Committee06/14/16Text Version for case Business Taxes Committee on 06/14/16
Emerson Properties, Inc., et al.B3a-B3g05/24/16Text Version for case Emerson Properties, Inc., et al. on 05/24/16
Property Taxpayers' Bill of Rights HearingF305/24/16Text Version for case Property Taxpayers' Bill of Rights Hearing on 05/24/16
Business Taxpayers' Bill of Rights HearingF205/24/16Text Version for case Business Taxpayers' Bill of Rights Hearing on 05/24/16
Public Hearings: Proposed Adoption of Cigarette and Tobacco Products Tax Regulation 4076 F105/24/16Text Version for case Public Hearings: Proposed Adoption of Cigarette and Tobacco Products Tax Regulation 4076 on 05/24/16
Technology Deputy Director's Report: CROS Project Update and ActionsP7.104/26/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 04/26/16
Other Chief Counsel Matters: Resolution Conferring Powers on the Executive DirectorM104/26/16Text Version for case Other Chief Counsel Matters: Resolution Conferring Powers on the Executive Director on 04/26/16
Announcements After Closed Session05/24/16Text Version for case Announcements After Closed Session on 05/24/16
Announcements After Closed Session04/26/16Text Version for case Announcements After Closed Session on 04/26/16
Chief Counsel Matters: Rulemaking - Readoption of Proposed Amendment to Diesel Fuel Tax Regulation 1432, Other Nontaxable Uses of Diesel Fuel in a Motor VehicleJ105/25/16Text Version for case Chief Counsel Matters: Rulemaking - Readoption of Proposed Amendment to Diesel Fuel Tax Regulation 1432, Other Nontaxable Uses of Diesel Fuel in a Motor Vehicle on 05/25/16
Chief Counsel Matters: Section 100 Changes - Property Tax Rule 282, Temporary Certification, and 283, Permanent Certification J305/25/16Text Version for case Chief Counsel Matters: Section 100 Changes - Property Tax Rule 282, Temporary Certification, and 283, Permanent Certification on 05/25/16
Chief Counsel Matters: Section 100 Changes - Sales and Use Tax Regulation 1597, Property Transferred or Sold by Certain Nonprofit OrganizationsJ205/25/16Text Version for case Chief Counsel Matters: Section 100 Changes - Sales and Use Tax Regulation 1597, Property Transferred or Sold by Certain Nonprofit Organizations on 05/25/16
Final Actions05/24/16Text Version for case Final Actions on 05/24/16
Administration Deputy Director's ReportP604/26/16Text Version for case Administration Deputy Director's Report on 04/26/16
Executive Director's Report: Update on Resolution of State Controller's Office Board of Equalization ReviewP1.103/30/16Text Version for case Executive Director's Report: Update on Resolution of State Controller's Office Board of Equalization Review on 03/30/16
Announcements After Closed Session03/30/16Text Version for case Announcements After Closed Session on 03/30/16
Adjournment in Memory of Percy Pinkney03/30/16Text Version for case Adjournment in Memory of Percy Pinkney on 03/30/16
Customer Services and Administrative Efficiency Committee03/30/16Text Version for case Customer Services and Administrative Efficiency Committee on 03/30/16
Public Hearings: Property Taxes - State Assessees' Presentations on the Valuation of State-Assessed Properties F104/26/16Text Version for case Public Hearings: Property Taxes - State Assessees' Presentations on the Valuation of State-Assessed Properties on 04/26/16
Technology Deputy Director's Report: CROS Project Update and ActionsP7.103/30/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 03/30/16
Legislative Committee03/30/16Text Version for case Legislative Committee on 03/30/16
Property Taxpayers' Bill of Rights HearingF304/26/16Text Version for case Property Taxpayers' Bill of Rights Hearing on 04/26/16
Business Taxpayers' Bill of Rights HearingF204/26/16Text Version for case Business Taxpayers' Bill of Rights Hearing on 04/26/16
Cities of Ontario, Palm Springs, San Diego, Santa Barbara, and Counties of Sacramento and San MateoC203/29/16Text Version for case Cities of Ontario, Palm Springs, San Diego, Santa Barbara, and Counties of Sacramento and San Mateo on 03/29/16
Other Chief Counsel Matters: Lucent Technologies, Inc. v. State Board of Equalization and Sales and Use Tax Regulations 1502 and 1507M103/30/16Text Version for case Other Chief Counsel Matters: Lucent Technologies, Inc. v. State Board of Equalization and Sales and Use Tax Regulations 1502 and 1507 on 03/30/16
Business Taxes Committee03/30/16Text Version for case Business Taxes Committee on 03/30/16
Property Tax Committee03/30/16Text Version for case Property Tax Committee on 03/30/16
Chief Counsel Matters: Rulemaking - Sales and Use Tax Regulation 1506, Miscellaneous Service EnterprisesJ103/30/16Text Version for case Chief Counsel Matters: Rulemaking - Sales and Use Tax Regulation 1506, Miscellaneous Service Enterprises on 03/30/16
Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1698, Records, and Special Taxes Regulation 4901, Records F103/29/16Text Version for case Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1698, Records, and Special Taxes Regulation 4901, Records on 03/29/16
Public Hearing: State Assessees' Presentation on Capitalization Rates and Other Factors and Procedures Affecting Fiscal Year 2016-17 Property Values of California Public Utilities, Railroads, and Pipelines F202/23/16Text Version for case Public Hearing: State Assessees' Presentation on Capitalization Rates and Other Factors and Procedures Affecting Fiscal Year 2016-17 Property Values of California Public Utilities, Railroads, and Pipelines on 02/23/16
Organization of the Board02/24/16Text Version for case Organization of the Board on 02/24/16
Adjournment in Memory of William Connell02/24/16Text Version for case Adjournment in Memory of William Connell on 02/24/16
Executive Director's Report: CROS Project Update and ActionsP1.502/23/16Text Version for case Executive Director's Report: CROS Project Update and Actions on 02/23/16
Legislative Committee02/23/16Text Version for case Legislative Committee on 02/23/16
Tax Program Nonappearance Matters - Adjudicatory - Franchise and Income Tax Matters: Robert H. Lowe and Sheryl L. BerkoffH2.202/23/16Text Version for case Tax Program Nonappearance Matters - Adjudicatory - Franchise and Income Tax Matters: Robert H. Lowe and Sheryl L. Berkoff on 02/23/16
Legislative Committee01/26/16Text Version for case Legislative Committee on 01/26/16
Administration Deputy Director's Report: Recruitment and Retention EffortsP5.102/23/16Text Version for case Administration Deputy Director's Report: Recruitment and Retention Efforts on 02/23/16
Customer Services and Administrative Efficiency Committee02/23/16Text Version for case Customer Services and Administrative Efficiency Committee on 02/23/16
Consent AgendaN02/23/16Text Version for case Consent Agenda on 02/23/16
Executive Director's Report: Update on Resolution of State Controller's Office Board of Equalization ReviewP1.402/23/16Text Version for case Executive Director's Report: Update on Resolution of State Controller's Office Board of Equalization Review on 02/23/16
Special Presentation: Board Resolution to Jeffrey McGuire01/26/16Text Version for case Special Presentation: Board Resolution to Jeffrey McGuire on 01/26/16
Final Actions02/24/16Text Version for case Final Actions on 02/24/16
Chief Counsel Matters: Section 100 Changes - Rules for Tax Appeals Regulations 5600, 5601 and 5603J102/23/16Text Version for case Chief Counsel Matters: Section 100 Changes - Rules for Tax Appeals Regulations 5600, 5601 and 5603 on 02/23/16
Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1668, Sales for Resale F102/23/16Text Version for case Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1668, Sales for Resale on 02/23/16
Final Actions02/23/16Text Version for case Final Actions on 02/23/16
New NGC, Inc.C101/26/16Text Version for case New NGC, Inc. on 01/26/16
Administration Deputy Director's ReportP5.101/26/16Text Version for case Administration Deputy Director's Report on 01/26/16
Executive Director's Report: CROS Project UpdateP1.301/26/16Text Version for case Executive Director's Report: CROS Project Update on 01/26/16
Public Hearing: Proposed Amendments to Emergency Telephone Users Surcharge Regulations 2401, 2413 and 2422 F101/26/16Text Version for case Public Hearing: Proposed Amendments to Emergency Telephone Users Surcharge Regulations 2401, 2413 and 2422 on 01/26/16
Motion on Reorganization of the Board01/26/16Text Version for case Motion on Reorganization of the Board on 01/26/16
Business Taxes Committee01/26/16Text Version for case Business Taxes Committee on 01/26/16
Public Hearing: Proposed Adoption of Prepaid Mobile Telephony Services Regulations 2460, 2461, and 2462 F201/26/16Text Version for case Public Hearing: Proposed Adoption of Prepaid Mobile Telephony Services Regulations 2460, 2461, and 2462 on 01/26/16
Chief Counsel Matters: Section 100 Changes - Fee Collection Procedures Regulation 3500, Application of the Fee Collection Procedure LawJ201/26/16Text Version for case Chief Counsel Matters: Section 100 Changes - Fee Collection Procedures Regulation 3500, Application of the Fee Collection Procedure Law on 01/26/16
Chief Counsel Matters: Rulemaking - Petition to Amend Sales and Use Tax Regulation 1569J101/26/16Text Version for case Chief Counsel Matters: Rulemaking - Petition to Amend Sales and Use Tax Regulation 1569 on 01/26/16
Final Actions01/26/16Text Version for case Final Actions on 01/26/16