Assessment of Embedded/Bundled Software

Date Description of Task
10/19/11 Panel Discussion on Embedded Software at the Annual Board/Assessors' Meeting Held at the State Capitol in Sacramento, California
7/9/12 Senator Runner Letter to CAA President Tom Bordonaro
9/20/12 CAA President Tom Bordonaro Letter to Chair Horton and Property Tax Committee Chair Senator Runner
10/12/12 Cal Tax President Teresa Casazza Letter to Chair Horton and Property Tax Committee Chair Senator Runner
11/15/12 Update on Embedded Software Project at the Annual Board/Assessors' Meeting Held at the BOE Headquarters in Sacramento, California
  • White Paper
10/31/12 Senator Runner Letter to CAA President Tom Bordonaro
1/14/13 CAA Ad Hoc Committee on Embedded Software Chair Larry Stone Letter to Chair Horton and Property Tax Committee Chair Senator Runner
1/15/13 Board Meeting – Deputy Director's Update on embedded Software Report
  • Minutes of Meeting
1/17/13 Senator Runner Letter to CAA Ad Hoc Committee on Embedded Software Chair Larry Stone
1/24/13 Cal Tax President Teresa Casazza Letter to Chair Horton and Property Tax Committee Chair Senator Runner
2/19/13 CAA President James Rooney Letter to Chair Horton
2/28/13 CAA President James Rooney Letter to Chair Horton
4/9/13 Staff released questionnaire soliciting information from county assessors on the assessment of embedded/bundled nontaxable software
8/4/13 Summary of Questionnaire Responses Presented at CAA Conference
10/22/13 Panel Discussion on Embedded Software at the Annual Board/Assessors' Meeting held at the Red Lion Hotel in Redding, California
  • White Paper
12/10/13 CAA Ad Hoc Committee on Embedded Software Chair Larry Stone Letter to Property Tax Committee Chair Senator Runner
12/12/13 Vice President, Council on State Taxation, Wm. Gregory Turner Letter to Chief, County-Assessed Properties Division, Dean Kinnee
12/20/13 Senator Runner Letter to CAA Ad Hoc Committee on Embedded Software Chair Larry Stone
1/10/14 Cal Tax President Teresa Casazza Letter to Chair Horton and Property Tax Committee Chair Senator Runner
1/16/14 Property Tax Committee Discussion on Report on Bundled Nontaxable Software—Embedded Software
4/4/14

Letter to Assessors  2014/018, Evaluating Embedded Software Studies for State-Assessed Property, was released.

5/22/14 Discussion on assessment issues for embedded software
8/25/14 Panel Members’ Presentation at IAAO Conference in Sacramento, California