Board Meeting Agenda Template printable pdf download

Board Meeting Agenda Template

BOARD MEETING

AGENDA TEMPLATE

BOARD COMMITTEE MEETINGS

 Legislative Committee

The committee considers issues relating to legislative proposals and recommends Board

positions on Assembly and Senate bills.

 Customer Services and Administrative Efficiency Committee

The committee addresses issues that affect customer service to taxpayers and

administrative operations throughout the Board.

 Business Taxes Committee

The committee provides a forum to discuss proposed regulations and policies relating to

sales and use tax and special taxes.

 Property Tax Committee

The committee promotes uniformity and consistency in property tax assessment and

administration by providing a forum to discuss property tax rules and guidelines.

BOARD MEETING

Annual Board Member Photograph

The Board Members take an annual photograph, which is traditionally scheduled at the May

Sacramento meeting.

Annual Values Setting

The Board annually sets the unitary and nonunitary values of state-assessed properties at the

May Sacramento meeting (Revenue & Taxation Code 721).

Special Presentations

The Board Members make special presentations to staff members and others (i.e., resolutions,

Superior Accomplishment Awards, 25 Years Service Award, etc.).

Oral Hearings

Parties present oral arguments regarding reduction or cancellation of tax liability, refund of taxes

previously paid, reduction in assessed value, or other relief. Contribution disclosure forms are

required for oral hearings.

The five major categories of oral hearings, with their respective sub-categories, are:

Homeowner and Renter Property Tax Assistance Appeals Hearings

 Claim for Assistance

B. Corporate Franchise and Personal Income Tax Appeals Hearings

 Bank & Corporate Income Tax

 Personal Income Tax

 Taxpayers’ Bill of Rights Reimbursement Claim

Page 1 of 6

(Rev. 02/03/15)

Board Meeting Agenda Template