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City and County of San Francisco

July 15, 2002 - Joint Board Meeting

July 15, 2002 - Joint Board Meeting

JOURNAL OF PROCEEDINGS

CITY AND COUNTY OF SAN FRANCISCO

ASSESSMENT APPEALS BOARD

In Special Joint Session meeting of the Assessment Appeals Boards Number 1 & 2 of the City and County of San Francisco, Monday, July 15, 2002, at 9:40 a.m.

ROLL CALL

Board 1: Peter Fatooh, Alec Lambie, Diane Robinson, Frank Mahoney III, Hayes Miles, and Donald Kavanagh

Board 2: Lawrence Lee, John McGary, and Donald Schmidt, Mervin Conlan (arrived at 10:20) and Adrienne Lacau (arrived at 10:40 a.m.)

Quorum present

Chairperson Elect: Peter Fatooh, presiding

Administrator: Dawn Duran

Deputy City Attorney: Marie Blits and Dorji Roberts

  1. Roll call was taken as noted above.
  2. Selection of a Chairperson for the Joint Meeting, as noted above.
  3. The Chair called for Public Comment, of which there was none given.
  4. Update on legal issues that may affect the Assessment Appeals Board.
  • Status on One Market Plaza law suit.
  • Discussion was held with Gloria Young on the May 17, 2002 correspondence to the Board of Supervisors from Gloria Young, Clerk of the Board of Supervisors regarding litigation involving One Market Plaza. No action was taken on this item.
  • Status on AB 934, Trial De Novo.
  • Discussion was held on this bill which is still pending before the Senate as of August 23, 2001. No action was taken on this item.
  • Orange County Superior Court decision regarding Proposition 13 and the ability to go back to the base year and factor forward the 2% to establish current "full cash" value of property. (Similar bill introduced in the state assembly, known as AB 1315.)
  • Discussion was held with Marie Blits on this court decision and the possible effects to San Francisco and other counties in the future. No action was taken on this time.

   5.    Training / presentation by the City Attorney’s office on the Sunshine Ordinance.

  • Dorji Roberts, deputy city attorney, provided an overview on the Sunshine Ordinance and how it applies to the operations of the Assessment Appeals Board, followed by a question and answer period. No action was taken on this item.

    6.   Review and Discussion of Amended R&T Code §1604 regarding the Application:

  1. Review and discuss revisions made to the San Francisco County Application for Changed Assessment form for the 2002 filing period (attachment #1).
  • Discussion with held regarding the various changes made to the April 2002 application form. No action was taken on this item.
  1. Review and discuss new time periods within which applications can be accepted as timely filed (attachment #2).
  • Discussion was held and administrator confirmed that the Assessor’s office has sent out notifications of assessed value to real property owners by August 1st. In accordance to amended R&T Code §1603, the deadline for filing real property appeals for the City & County of San Francisco is therefore Monday, September 16, 2002. No action was taken on this item.
  1. Review and discuss administrative process of applications that reflect both a Prop 8 and Base Year appeal on the same application form.
  • Discussion was held regarding the administrative processing of applications that reflect both a Prop 8 decline in value and a Base Year appeal on the same application form. No action was taken on this item.

    7.  Review and Discussion of Amended R&T Code §1606 regarding initiating and responding to a formal Exchange of Information. (See attachment #3.)

  1. Formal Exchange of Information must be initiated within 30 days before the commencement of the hearing, versus 20 days.
  2. The other party must respond within 15 days prior to the hearing, versus 10.
  3. Both parties are to ensure that the exchange of information is completed at least 10 days prior to the hearing.
  • Discussion was held regarding the new time frames for exchanges of information pursuant to amended R&T Code §1606. No action was taken on this item.

    8.   Review and Discussion of Amended Property Rule 305.3 regarding Applications Filed under R&T Code §469 Audits. Provides detailed definitions for "Audits"; "Property subject to escape assessments"; "Results of an audit"; "Original assessments"; and "Property that has been previously equalized for the year in question". (See attachment #4.)

  • A brief discussion was held regarding the definitions for R&T Code §469 Audits as provided in amended Property Tax Rule 305.3. No action was taken on this item.

     9.  Administrative Report on Assessment Appeals Board pending caseload as of the close of the 2001 fiscal year (June 30, 2002). (See attachment #5.)

  • Administrator presented and went over the pending caseload report as of June 30, 2002. Administrator also discussed the activity of the cases that went before the Board or closed during the same time period of July 1, 2001 through June 30, 2002. Request was made by Commissioner Fatooh for Administrator to consolidate the individual applications that comprise a building or complex. Administrator to follow up with IT people regarding programming for such a report.

   10.  Administrative Report on the proposed 2002/2003 budget for the Assessment Appeals Board.

  • Administrator reviewed the 2002-2003 budget process and explained how the Assessment Appeals Board met its 5% required reduction of expenditures.

   11.  Public Comment (for items on the agenda as well as items not on the agenda but under the jurisdiction of the Boards).

  • Again, no public comment was given at this time.

   12.   Meeting was adjourned at 11:10 a.m.

Gloria L. Clerk

Clerk

 

 

Dawn Duran

Administrator

Approved by Board No. 2 on Thursday, July 18, 2002

Approved by Board No. 1 on Monday, July 22, 2002

Last updated: 9/3/2009 11:19:16 AM