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)
  • E-Transcript .ptx (up through 2020)

The free E-Transcript Viewer may be downloaded at: http://info.legalsolutions.thomsonreuters.com/software/ebundle/viewer/default.aspx

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 Solis for 12/14/16 (C1)C112/14/16Text Version for case Marc Anthony Solis on 12/14/16
Ahmad Ghaderi and Susan L. Ghaderi for 11/29/16 (B2)B211/29/16Text Version for case Ahmad Ghaderi and Susan L. Ghaderi on 11/29/16
Announcement After Closed Session for 11/29/16 ()11/29/16Text Version for case Announcement After Closed Session on 11/29/16
Field Operations Report: Cash Payment Acceptance Alternatives for 12/14/16 (P4.2)P4.212/14/16Text Version for case Field Operations Report: Cash Payment Acceptance Alternatives on 12/14/16
Treasure Bay, Inc. for 12/14/16 (C2)C212/14/16Text Version for case Treasure Bay, Inc. on 12/14/16
Legislative Committee for 12/14/16 ()12/14/16Text Version for case Legislative Committee on 12/14/16
La Paloma Generating Company, LLC for 12/14/16 (E1)E112/14/16Text Version for case La Paloma Generating Company, LLC on 12/14/16
Administration Deputy Director's Report: 2017/18 Budget Change Proposals for 11/29/16 (P6.1)P6.111/29/16Text Version for case Administration Deputy Director's Report: 2017/18 Budget Change Proposals on 11/29/16
Administration Deputy Director's Report: Vacancy Update for 11/29/16 (P6.2)P6.211/29/16Text Version for case Administration Deputy Director's Report: Vacancy Update on 11/29/16
Technology Deputy Director's Report: CROS Project Update and Actions for 11/29/16 (P7.1)P7.111/29/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 11/29/16
Midwest Enterpris, Inc. for 11/30/16 (D1)D111/30/16Text Version for case Midwest Enterpris, Inc. on 11/30/16
Executive Director's Report: VITA Program for 12/14/16 (P1.2)P1.212/14/16Text Version for case Executive Director's Report: VITA Program on 12/14/16
Property Tax Committee for 12/14/16 ()12/14/16Text Version for case Property Tax Committee on 12/14/16
Ruben Diaz Garcia for 11/30/16 (C10)C1011/30/16Text Version for case Ruben Diaz Garcia on 11/30/16
Final Actions for 12/14/16 ()12/14/16Text Version for case Final Actions on 12/14/16
Adoption of Retirement Resolutions for 08/30/16 (N1)N108/30/16Text Version for case Adoption of Retirement Resolutions on 08/30/16
Final Actions for 11/29/16 ()11/29/16Text Version for case Final Actions on 11/29/16
Solvay USA, Inc. for 08/31/16 (C1)C108/31/16Text Version for case Solvay USA, Inc. on 08/31/16
Emad Kamal Sweidan for 10/25/16 (C2)C210/25/16Text Version for case Emad Kamal Sweidan on 10/25/16
Annual Board Meeting with County Assessors for 10/11/16 ()10/11/16Text Version for case Annual Board Meeting with County Assessors on 10/11/16
Brian N. Khoury, et al. for 04/26/16 (B5a-B5c)B5a-B5c04/26/16Text Version for case Brian N. Khoury, et al. on 04/26/16
Randy Christopher Irvine for 10/25/16 (C4)C410/25/16Text Version for case Randy Christopher Irvine on 10/25/16
Administration Deputy Director's Report: 2017-18 Budget Change Proposals for 10/25/16 (P6.1)P6.110/25/16Text 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 Actions for 10/25/16 (P7.1)P7.110/25/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 10/25/16
Property Tax Committee for 10/25/16 ()10/25/16Text Version for case Property Tax Committee on 10/25/16
Technology Deputy Director's Report: CROS Project Update and Actions for 09/27/16 (P7.1)P7.109/27/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 09/27/16
Paula Trust for 08/30/16 (B1)B108/30/16Text Version for case Paula Trust on 08/30/16
Business Taxes Committee for 10/25/16 ()10/25/16Text Version for case Business Taxes Committee on 10/25/16
Chief Counsel Matters: Rulemaking - Readoption of Proposed Prepaid Mobile Telephony Services Regulation 2460, Administration for 10/25/16 (J1)J110/25/16Text 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 for 10/25/16 (F1)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 Matters for 07/14/16 (H2.2a-2c)H2.2a-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. Brunk for 09/27/16 (B5)B509/27/16Text Version for case Richard R. Betchley and Kellie S. Brunk on 09/27/16
Administration Deputy Director's Report: Norwalk District Office Relocation for 09/27/16 (P6.1)P6.109/27/16Text Version for case Administration Deputy Director's Report: Norwalk District Office Relocation on 09/27/16
Rodolfo Dagoberto Carranza for 08/31/16 (C5)C508/31/16Text Version for case Rodolfo Dagoberto Carranza on 08/31/16
Chief Counsel Matters: Rulemaking - Prepaid Mobile Telephony Services Surcharge Regulation 2460, Administration for 09/27/16 (J1)J109/27/16Text 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. for 08/31/16 (I3.1)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 Committee for 08/30/16 ()08/30/16Text Version for case Business Taxes Committee on 08/30/16
Local Tax Reallocation Matters, Section 40 (AB 2323) Matter - Cities of Ontario, et al. for 08/30/16 (I3)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 Runner for 08/30/16 ()08/30/16Text Version for case Presentation of Board Resolution - Honorable Senator Sharon Runner on 08/30/16
Presentation of Retirement Resolution - Randy Ferris, Chief Counsel, Legal Department for 08/30/16 ()08/30/16Text 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 for 08/30/16 (F1)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 Project for 08/30/16 (P6.1)P6.108/30/16Text Version for case Administration Deputy Director's Report: Contract Over $1 Million - CROS Project on 08/30/16
Final Action for 08/31/16 ()08/31/16Text Version for case Final Action on 08/31/16
Technology Deputy Director's Report: CROS Project Update and Actions for 07/14/16 (P7.1)P7.107/14/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 07/14/16
Announcement After Closed Session for 07/14/16 ()07/14/16Text Version for case Announcement After Closed Session on 07/14/16
Adjournment in Memory for 07/14/16 ()07/14/16Text Version for case Adjournment in Memory on 07/14/16
Public Hearings: Proposed Amendments to Property Tax Rule 462.040 for 07/14/16 (F1)F107/14/16Text Version for case Public Hearings: Proposed Amendments to Property Tax Rule 462.040 on 07/14/16
Adjournment in Memory for 06/15/16 ()06/15/16Text Version for case Adjournment in Memory on 06/15/16
Announcement After Closed Session for 06/14/16 ()06/14/16Text Version for case Announcement After Closed Session on 06/14/16
Technology Deputy Director's Report: CROS Project Update and Actions for 06/14/16 (P7.1)P7.106/14/16Text 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 Actions for 05/25/16 (P7.1)P7.105/25/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 05/25/16
Legislative Committee for 05/24/16 ()05/24/16Text Version for case Legislative Committee on 05/24/16
Executive Director's Report: Report on Establishing Location of Offices for 06/14/16 (P1.1)P1.106/14/16Text 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 Tang for 05/25/16 ()05/25/16Text 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 Committee for 06/14/16 (P1.2)P1.206/14/16Text 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 for 06/14/16 (F2)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 Director for 05/25/16 (M1)M105/25/16Text Version for case Other Chief Counsel Matters: Resolution Conferring Powers on the Executive Director on 05/25/16
Morrison Auto Corporation for 05/25/16 (C1)C105/25/16Text Version for case Morrison Auto Corporation on 05/25/16
Business Taxes Committee for 06/14/16 ()06/14/16Text Version for case Business Taxes Committee on 06/14/16
Emerson Properties, Inc., et al. for 05/24/16 (B3a-B3g)B3a-B3g05/24/16Text Version for case Emerson Properties, Inc., et al. on 05/24/16
Property Taxpayers' Bill of Rights Hearing for 05/24/16 (F3)F305/24/16Text Version for case Property Taxpayers' Bill of Rights Hearing on 05/24/16
Business Taxpayers' Bill of Rights Hearing for 05/24/16 (F2)F205/24/16Text 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 for 05/24/16 (F1)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 Actions for 04/26/16 (P7.1)P7.104/26/16Text 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 Director for 04/26/16 (M1)M104/26/16Text Version for case Other Chief Counsel Matters: Resolution Conferring Powers on the Executive Director on 04/26/16
Announcements After Closed Session for 05/24/16 ()05/24/16Text Version for case Announcements After Closed Session on 05/24/16
Announcements After Closed Session for 04/26/16 ()04/26/16Text 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 Vehicle for 05/25/16 (J1)J105/25/16Text 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 for 05/25/16 (J3)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 Organizations for 05/25/16 (J2)J205/25/16Text 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 Actions for 05/24/16 ()05/24/16Text Version for case Final Actions on 05/24/16
Administration Deputy Director's Report for 04/26/16 (P6)P604/26/16Text 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 Review for 03/30/16 (P1.1)P1.103/30/16Text 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 Session for 03/30/16 ()03/30/16Text Version for case Announcements After Closed Session on 03/30/16
Adjournment in Memory of Percy Pinkney for 03/30/16 ()03/30/16Text Version for case Adjournment in Memory of Percy Pinkney on 03/30/16
Customer Services and Administrative Efficiency Committee for 03/30/16 ()03/30/16Text 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 for 04/26/16 (F1)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 Actions for 03/30/16 (P7.1)P7.103/30/16Text Version for case Technology Deputy Director's Report: CROS Project Update and Actions on 03/30/16
Legislative Committee for 03/30/16 ()03/30/16Text Version for case Legislative Committee on 03/30/16
Property Taxpayers' Bill of Rights Hearing for 04/26/16 (F3)F304/26/16Text Version for case Property Taxpayers' Bill of Rights Hearing on 04/26/16
Business Taxpayers' Bill of Rights Hearing for 04/26/16 (F2)F204/26/16Text 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 Mateo for 03/29/16 (C2)C203/29/16Text 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 1507 for 03/30/16 (M1)M103/30/16Text 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 Committee for 03/30/16 ()03/30/16Text Version for case Business Taxes Committee on 03/30/16
Property Tax Committee for 03/30/16 ()03/30/16Text Version for case Property Tax Committee on 03/30/16
Chief Counsel Matters: Rulemaking - Sales and Use Tax Regulation 1506, Miscellaneous Service Enterprises for 03/30/16 (J1)J103/30/16Text 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 for 03/29/16 (F1)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 for 02/23/16 (F2)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 Board for 02/24/16 ()02/24/16Text Version for case Organization of the Board on 02/24/16
Adjournment in Memory of William Connell for 02/24/16 ()02/24/16Text Version for case Adjournment in Memory of William Connell on 02/24/16
Executive Director's Report: CROS Project Update and Actions for 02/23/16 (P1.5)P1.502/23/16Text Version for case Executive Director's Report: CROS Project Update and Actions on 02/23/16
Legislative Committee for 02/23/16 ()02/23/16Text 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. Berkoff for 02/23/16 (H2.2)H2.202/23/16Text 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 Committee for 01/26/16 ()01/26/16Text Version for case Legislative Committee on 01/26/16
Administration Deputy Director's Report: Recruitment and Retention Efforts for 02/23/16 (P5.1)P5.102/23/16Text Version for case Administration Deputy Director's Report: Recruitment and Retention Efforts on 02/23/16
Customer Services and Administrative Efficiency Committee for 02/23/16 ()02/23/16Text Version for case Customer Services and Administrative Efficiency Committee on 02/23/16
Consent Agenda for 02/23/16 (N)N02/23/16Text Version for case Consent Agenda on 02/23/16
Executive Director's Report: Update on Resolution of State Controller's Office Board of Equalization Review for 02/23/16 (P1.4)P1.402/23/16Text 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 McGuire for 01/26/16 ()01/26/16Text Version for case Special Presentation: Board Resolution to Jeffrey McGuire on 01/26/16
Final Actions for 02/24/16 ()02/24/16Text Version for case Final Actions on 02/24/16
Chief Counsel Matters: Section 100 Changes - Rules for Tax Appeals Regulations 5600, 5601 and 5603 for 02/23/16 (J1)J102/23/16Text 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 for 02/23/16 (F1)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 Actions for 02/23/16 ()02/23/16Text Version for case Final Actions on 02/23/16
New NGC, Inc. for 01/26/16 (C1)C101/26/16Text Version for case New NGC, Inc. on 01/26/16
Administration Deputy Director's Report for 01/26/16 (P5.1)P5.101/26/16Text Version for case Administration Deputy Director's Report on 01/26/16
Executive Director's Report: CROS Project Update for 01/26/16 (P1.3)P1.301/26/16Text 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 for 01/26/16 (F1)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 Board for 01/26/16 ()01/26/16Text Version for case Motion on Reorganization of the Board on 01/26/16
Business Taxes Committee for 01/26/16 ()01/26/16Text Version for case Business Taxes Committee on 01/26/16
Public Hearing: Proposed Adoption of Prepaid Mobile Telephony Services Regulations 2460, 2461, and 2462 for 01/26/16 (F2)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 Law for 01/26/16 (J2)J201/26/16Text 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 1569 for 01/26/16 (J1)J101/26/16Text Version for case Chief Counsel Matters: Rulemaking - Petition to Amend Sales and Use Tax Regulation 1569 on 01/26/16
Final Actions for 01/26/16 ()01/26/16Text Version for case Final Actions on 01/26/16