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File #: 25-2162    Version: 1 Name:
Type: Agreement Status: Adopted
File created: 12/15/2025 In control: Board of Supervisors
On agenda: 12/30/2025 Final action: 12/30/2025
Title: ASSESSOR - Assessor Burley Phillips
Attachments: 1. Shared Systems signed MOU, 2. CAA Cost Share E-Forms 2025, 3. Attachment B-Annual 2023 SDR eSDR Report, 4. Attachment A- Scope of Work-Vendor Contracts, 5. 25-2110_AATF

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ASSESSOR - Assessor Burley Phillips

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Requested Action(s)

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a) AGREEMENT - Request approval and authorization for the Assessor to sign the Memorandum of Understanding for cost sharing with the California Assessors’ Association, in partnership with the California Board of Equalization, to provide access and maintenance to digital forms through department website for $1,150, effective upon signing and shall terminate 6/30/26

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Financial Impact:

No impact to the General Fund. Covered by current Service and Supply budget.

 

Background Information:

This MOU aims to provide the public with improved access to digital state forms necessary for the accurate assessment of taxable property and for processing exemption applications that can now be signed and accessed online. The Assessor’s Office seeks to partner with the California Assessors’ Association and 48 other counties in a cost-sharing agreement to provide updated forms annually through county websites for public access. This statewide system offers a consistent online service for taxpayers and county users alike. By implementing this system, taxpayers can communicate with and obtain services from Assessor departments more efficiently, both now and in the future, through modern technology. The cost-share agreement is based on each county’s needs. As part of this package, the eSDR tool is included. The eSDR is an interactive system for electronically filing Business Property Statements, allowing users to file individual statements online. Our county’s share is $1,150 for the year, which will be covered by the current Services and Supplies budget, requiring no increase to existing budget requests. This agreement aligns with current technology trends, while also supporting timely updates to annual public forms-an improvement noted by the California Taxpayer’s Rights Advocate Office as enhancing after-hours public support.