Score: -5
(19/20/24)
Santa Clara County Grand Jury
• 2016-2017
• Agency Response
Response to:
Cupertino Union School District
Union School District*
Published: August 22, 2017
10 pages
⚠️ Aviso de traducción: Este contenido ha sido traducido automáticamente. El texto original en inglés es la versión oficial. La traducción puede contener errores.
⚠️ Este contenido ha sido traducido automáticamente. El texto original en inglés es la versión oficial. La traducción puede contener errores.
Note: Missing finding numbers detected: F6, F7, F8
Findings and Recommendations 6 findings
F1
Page 1
It can be difficult for taxpayers to find information about exemptions to parcel tax assessments for which they may be eligible and about the required processes to apply for and renew exemptions. As detailed in Appendix A, there is a wide variation from school district to school district in the percentage of homeowners receiving parcel tax exemptions. <u>District's Response</u>: The District disagrees with the first part of this Finding. Notices regarding parcel tax exemptions and the process for claiming them are posted on our District website. Also, the District mails flyers at least annually with this information to every home in the District; in 2016, flyers were sent twice. I've enclosed a sample flyer for your reference. As to the variation from school district to school district, the District lacks sufficient information to agree or disagree.
No recommendations for this finding
F2
Page 2
The school districts listed in the recommendation do not make it clear as to whether SSI and/or SSDI recipients are offered exemptions. District's Response: The District disagrees with this Finding. The District has taken steps to make it clear as to whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the District's website to make it clear for SSI and/or SSDI recipients that they are offered the exemptions.
Related Recommendations (1)
R2
Page 3
The governing boards of the Santa Clara County school districts listed below should review and revise as necessary all forms required to apply for or renew parcel tax exemptions for clarity and accuracy, District's Response: The recommendation has been implemented. The District has reviewed its forms and has taken steps to clarify whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the District's annual flyer and website to make it clear to SSI and/or SSDI recipients that they are offered the exemptions.
F3
Page 2
Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals prefer to apply in person, others may find it difficult to do so. District's Response: The District agrees with this finding, to the extent that in-person registration requirements have the potential of making it more difficult to apply for parcel tax exemptions. In the past, the District has required seniors and individuals with disabilities to apply for parcel tax exemptions in person, but has allowed renewal applications to be processed by mail. Moving forward, the District will allow mail-in applications both for the initial application and any renewal applications.
No recommendations for this finding
F4
Page 2
Some school districts have exemption application forms available year round while others make them available for only a short period of time prior to the application deadline. District's Response: The District lacks sufficient information to agree or disagree as to the practice of other school districts. The District agrees that its past practice was to require exemption applications to be processed from April to June of each year. Moving forward, the District will implement a process allowing for applications to be submitted throughout the year.
Related Recommendations (1)
R4
Page 4
The governing boards of the Santa Clara County school districts listed below should make exemption application forms for parcel taxes prominently available on their websites and in their office year round. District's Response: The recommendation has been implemented. Effective August 15, 2017, the exemption application forms are available for the 2018-2019 tax period. The deadline to receive exemption for the tax period 2018-2019 is June 15, 2018.
F5
Page 2
Due dates for applications or renewals vary from school district to school district. District's Response: The District lacks sufficient information to agree or disagree with this finding.
Related Recommendations (1)
R5
Page 4
The governing boards of the Santa Clara County school districts listed below should agree on a standard date when applications for exemptions and renewals are due. District's Response: The recommendation requires further analysis. The District is willing to communicate and coordinate with other school districts within Santa Clara County regarding this recommendation. However, the District is unable to change the date when applications for exemptions and renewals are due, since said date is dictated by the language of the District's Parcel Tax Measure. The District's current deadline for filing is June 15, 2017, which we believe is an appropriate date that satisfies all of the District's legal obligations. For clarity purposes, the District informs all households in the District with its deadline, which is prominently displayed on the District's website and mailed flyers. Regarding future parcel taxes, the District is willing to consider discussing with other districts in the County as to whether this recommendation can be implemented.
F9
Page 2
How people find out about parcel tax exemptions, application procedures and due dates varies widely among Santa Clara County school districts in both content and quality. The Santa Clara County Office of Education provides training at the request of school district administrators, but does not currently offer training about parcel taxes. The Santa Clara County Office of Education could offer a valuable community service by bringing together school district business officers to learn about the administration of parcel tax exemptions and to develop standard processes, procedures and due dates. District's Response: The District lacks sufficient information to be able to agree or disagree with this finding. District's Response to Recommendations Per Penal Code 933.05(b) Recommendation 1(a) The governing boards of the school districts listed below should include information about parcel tax exemptions and application procedures via public outreach to communicate with those who do not have access to or are uncomfortable using the Internet. Examples of outreach include newsletters from the school district to residents, newspaper articles or ads, and postings at libraries and senior centers. There should be at least one such communication annually timed near the sending of property tax bills. District's Response: The recommendation has been implemented. The District provides annual written notice by mailing flyers to all households within the District. In 2016, the flyers were sent out twice. As indicated in the District's response to Finding 1, above, I've enclosed a sample flyer for your reference.
No recommendations for this finding
Comments 4
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CO1ACTION ITEMS 4:30 - 8:55 Approval of 3.1 The Board of Trustee members and Superintendent Denise Clay met to interview Provisional thirteen (13) Board candidates for the Provisional Board of Trustee appointment. Board of Three candidates were granted a second interview. Board of Trustee member Trustee Jennifer Petroff moved for approval of the provisional appointment, seconded by Appointment Board of Trustee member Vickie Brown. Mr. Doug Evans was selected for the Provisional Board of Trustee appointment by the following unanimous vote: Ayes: Billings, Brown, Petroff, Rossmeissl Noes: None Absent: None Abstentions: None 3.2 Superintendent Denise Clay presented the District's response to the Santa Clara 8:55 - 9:00 County Civil Grand Jury Report entitled: Show Me the Money: School Parcel Tax Approved Exemptions for Seniors and Homeowners with Disabilities. Board of Trustee Response to Thomas E. Rossmeissl motioned for approval of the response letter, seconded by Civil Grand Board of Trustee member Vickie Brown. The response letter to the applicable Jury Report: findings and recommendations were approved by the Board of Show Me Trustees by the following 4 – 0 vote. The Money: School Parcel Billings, Brown, Petroff, Rossmeissl Ayes: Tax Noes: None Exemptions Absent: None for Seniors Abstentions: None and Homeowners with Disabilities Union School District Special Board Meeting, August 21, 2017 Page 2
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CO2CLOSED SESSION 9:00 - 9:21 Closed The Board of Trustees and Superintendent Denise Clay met in closed session Session regarding Public Employee Discipline/Dismissal/Release/Reassignment/Resignation (Govt. Code §54957)
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CO3REPORT OF ACTION TAKEN IN CLOSED SESSION 9:21 - 9:22 Report of In closed session, the Board of Trustees accepted and approved a resignation Action Taken agreement of an employee. Among the members present, the vote was unanimous. in Closed Position: Principal Session
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CO4 Page 10ADJOURNMENT 9:22 p.m. Adjourned Board of Trustee member Vickie Brown moved to adjourn the meeting. The motion was seconded by Board of Trustee member Thomas E. Rossmeissl. The meeting was adjourned at 9:22 p.m. Respectfully submitted, Denise Clay, Secretary Approved by Board Action: Clerk .
Agency Responses 9
Government agencies' official responses to this report's findings and recommendations. Click on a response to see the structured breakdown.
▶
Berryessa Union School District
August 08, 2017
•
4 pages
• 7 responses
•
Score: +2
(+4, 0, -2)
View Details ▾
7 responses to findings and recommendations
F1
It can be difficult for taxpayers to find information about exemptions to parcel tax assessments for which they may be eligible and about the required processes to apply for and renew exemptions. As detailed in Appendix A, there is a wide variation from school district to school district in the percentage of homeowners receiving parcel tax exemptions. <u>District's Response</u>: The District disagrees with the first part of this Finding. Notices regarding parcel tax exemptions and the process fo...
Response: Agree
Score: +1
BUSD Agrees with this finding. Recommendation 1a: The governing boards of the school districts listed below should include information about parcel tax exemptions and application procedures via public outreach to communicate with those who do not have access to or are uncomfortable using the Internet. Examples of outreach include newsletters from the school district to residents, newspaper articles or ads, and postings at libraries and senior centers. There should be at least one such communication annually timed near the sending of property tax bills. Berryessa Union School District (BUSD)
F2
The school districts listed in the recommendation do not make it clear as to whether SSI and/or SSDI recipients are offered exemptions. District's Response: The District disagrees with this Finding. The District has taken steps to make it clear as to whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the District's website to make it clear for SSI and/or SSDI recipients that they are of...
Response: Disagree
Score: -1
BUSD does not agree with this finding as applied to it, because BUSD's forms and materials make it clear that the exemption applies only to seniors. Recommendation 2: The governing boards of the Santa Clara County school districts listed below should review and revise as necessary all forms required to apply for or renew parcel tax exemptions for clarity and accuracy. Berryessa Union School District (BUSD)
R2
The governing boards of the Santa Clara County school districts listed below should review and revise as necessary all forms required to apply for or renew parcel tax exemptions for clarity and accuracy, District's Response: The recommendation has been implemented. The District has reviewed its forms and has taken steps to clarify whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the D...
Response: Unknown
Score: 0
The District has reviewed its parcel tax forms and concludes that the forms clearly and accurately describe the applicable exemptions. BUSD provides exemptions only to persons age 65 or over as of July 1, and that fact is clearly stated on the form and related application materials. No revisions to the forms are needed. Finding 3: Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals prefer to apply in person, others may find it difficult to do so. Berryessa Union School District (BUSD)
F3
Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals prefer to apply in person, others may find it difficult to do so. District's Response: The District agrees with this finding, to the extent that in-person registration requirements have the potential of making it more difficult to apply for parcel tax exemptions. In the past, the District has required seniors and individuals with disabiliti...
Response: Agree
Score: +1
BUSD Agrees, and allows applicants to apply for exemptions by mail. Recommendation 3b: The governing boards of the Santa Clara County school districts listed below should develop an online process for the submittal of parcel tax exemption and renewal applications. BUSD is Berryessa Union School District (BUSD)
F5
Due dates for applications or renewals vary from school district to school district. District's Response: The District lacks sufficient information to agree or disagree with this finding.
Response: Agree
Score: +1
BUSD agrees with this finding, and recognizes that due dates vary among the many school districts in Santa Clara County, but does not agree that the due date variation creates problems, confusion, or hardship... Recommendation 5: The governing boards of the Santa Clara County school districts listed below should agree on a standard date when applications for exemptions and renewals are due. Berryessa Union School District (BUSD)
R5
The governing boards of the Santa Clara County school districts listed below should agree on a standard date when applications for exemptions and renewals are due. District's Response: The recommendation requires further analysis. The District is willing to communicate and coordinate with other school districts within Santa Clara County regarding this recommendation. However, the District is unable to change the date when applications for exemptions and renewals are due, since said date is dicta...
Response: Will Implement
Score: +1
BUSD does not plan to implement this recommendation, because we have not received any information suggesting that the District's renewal date or any variations in due dates in school district in Santa Clara County is problematic to our senior community. Finding 6: Most school districts in Santa Clara County require annual renewal of parcel tax exemptions as a fiduciary responsibility to all taxpayers. Procedures for managing renewals vary, with most making it easier for exemption holders by sending annual renewal forms by mail to verify continued eligibility. Berryessa Union School District (B...
F9
How people find out about parcel tax exemptions, application procedures and due dates varies widely among Santa Clara County school districts in both content and quality. The Santa Clara County Office of Education provides training at the request of school district administrators, but does not currently offer training about parcel taxes. The Santa Clara County Office of Education could offer a valuable community service by bringing together school district business officers to learn about the ad...
Response: Disagree
Score: -1
BUSD Disagrees. We do not see this as necessary, and do not view this as an appropriate role for the Santa Clara County Office of Education. Standard processes, procedures and due dates throughout the County are not needed, because people live in only one school district, and can adjust to variations if/when they move between school districts. Recommendation 9b: The governing boards of the Santa Clara County school districts listed below should request assistance from the Santa Clara County Office of Education to standardize processes for informing taxpayers about parcel tax exemptions, admini...
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Campbell Union School District
July 18, 2017
•
4 pages
• 8 responses
•
Score: +2
(+4, 2, -2)
View Details ▾
8 responses to findings and recommendations
F1
It can be difficult for taxpayers to find information about exemptions to parcel tax assessments for which they may be eligible and about the required processes to apply for and renew exemptions. As detailed in Appendix A, there is a wide variation from school district to school district in the percentage of homeowners receiving parcel tax exemptions. <u>District's Response</u>: The District disagrees with the first part of this Finding. Notices regarding parcel tax exemptions and the process fo...
Response: Agree
Score: +1
It can be difficult for taxpayers to find information about exemptions to parcel tax assessments for which they may be eligible and about the required processes to apply for and renew exemptions [...]. Campbell Union School District's Response Agree.
F2
The school districts listed in the recommendation do not make it clear as to whether SSI and/or SSDI recipients are offered exemptions. District's Response: The District disagrees with this Finding. The District has taken steps to make it clear as to whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the District's website to make it clear for SSI and/or SSDI recipients that they are of...
Response: Agree
Score: +1
The school districts listed in the recommendation do not make it clear whether SSI and/or SSDI recipients are offered exemptions. Governing Board Members Pable A. Beltran Danielle M.S. Cohen Campbell Union School District's Response Thomas M. Gemett Agree. Richard H. Nguyen Michael L. Snyder (408) 342-7251
R2
The governing boards of the Santa Clara County school districts listed below should review and revise as necessary all forms required to apply for or renew parcel tax exemptions for clarity and accuracy, District's Response: The recommendation has been implemented. The District has reviewed its forms and has taken steps to clarify whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the D...
Response: Will Not Implement
Score: -1
The governing boards of the Santa Clara County school districts listed [...] should review and revise as necessary all forms required to apply for or renew parcel tax exemptions for clarity and accuracy. Campbell Union School District's Response The recommendation will not be implemented because it is not warranted or is not reasonable since our exemption form is clear and there were no comments from the users on the clarity or accuracy of the form.
Recommendation 3b
The governing boards of the Santa Clara County school districts listed [...] should develop an online process for the submitta...
F3
Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals prefer to apply in person, others may find it difficult to do so. District's Response: The District agrees with this finding, to the extent that in-person registration requirements have the potential of making it more difficult to apply for parcel tax exemptions. In the past, the District has required seniors and individuals with disabiliti...
Response: Disagree
Score: -1
Requiring seniors and individuals with disabilities to apply in person makes it difficult Superintendent for some to apply for parcel tax exemptions. While some individuals prefer to apply in Snelly V-ramontez, Ed D. person, others may find it difficult to do so. (408) 341-7211 Campbell Union School District's Response Disagree. No individuals were required to submit in person. About 98% of the exemptions were submitted by mail. Some individuals decided to drop it off at the district office. Campbell UNION SCHOOL DISTRICT
F4
Some school districts have exemption application forms available year round while others make them available for only a short period of time prior to the application deadline. District's Response: The District lacks sufficient information to agree or disagree as to the practice of other school districts. The District agrees that its past practice was to require exemption applications to be processed from April to June of each year. Moving forward, the District will implement a process allowing f...
Response: Agree
Score: +1
Some school districts have exemption application forms available year round, while others make them available for only a short period of time prior to the application deadline. Campbell Union School District's Response Agree.
R4
The governing boards of the Santa Clara County school districts listed below should make exemption application forms for parcel taxes prominently available on their websites and in their office year round. District's Response: The recommendation has been implemented. Effective August 15, 2017, the exemption application forms are available for the 2018-2019 tax period. The deadline to receive exemption for the tax period 2018-2019 is June 15, 2018.
Response: Implemented
Score: 0
The governing boards of the Santa Clara County school districts listed [...] should make exemption application forms for parcel taxes prominently available on their websites and in their offices year round. Campbell Union School District's Response The recommendation has been implemented with the addition of the forms on our website. Making the forms available on our website and in our offices was established when we started the process last year.
F5
Due dates for applications or renewals vary from school district to school district. District's Response: The District lacks sufficient information to agree or disagree with this finding.
Response: Agree
Score: +1
Due dates for applications or renewals vary from school district to school district. Campbell Union School District's Response Agree.
R5
The governing boards of the Santa Clara County school districts listed below should agree on a standard date when applications for exemptions and renewals are due. District's Response: The recommendation requires further analysis. The District is willing to communicate and coordinate with other school districts within Santa Clara County regarding this recommendation. However, the District is unable to change the date when applications for exemptions and renewals are due, since said date is dicta...
Response: Requires Analysis
Score: 0
The governing boards of the Santa Clara County school districts listed [...] should agree on a standard date when applications for exemptions and renewals are due. Campbell Union School District's Response The recommendation requires further analysis; all districts in Santa Clara County would have to agree, and we do not know if this is possible. Our due date is June 30, and the information is due to the County on July 1. Half of the districts are using June 30 as their deadline as well, so we believe our date meets the requirements.
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Evergreen School District
July 13, 2017
•
5 pages
• 9 responses
•
Score: -2
(+2, 2, -4)
View Details ▾
9 responses to findings and recommendations
F1
It can be difficult for taxpayers to find information about exemptions to parcel tax assessments for which they may be eligible and about the required processes to apply for and renew exemptions. As detailed in Appendix A, there is a wide variation from school district to school district in the percentage of homeowners receiving parcel tax exemptions. <u>District's Response</u>: The District disagrees with the first part of this Finding. Notices regarding parcel tax exemptions and the process fo...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as information about parcel tax exemptions can be found on the District's website at: http://www.eesd.org/. This includes a detailed "frequently asked question" document. (http://www.eesd.org/uploaded/documents/ measure_T/D- 247 Senior Parcel Freq asked questions 2011 to 2013 1-12-11.pdf.) The parcel tax includes an exemption for senior citizens. Report Finding 2 The school districts listed in the recommendation do not make it clear whether SSI and/or SSDI recipients are offered exemptions. Board's
F2
The school districts listed in the recommendation do not make it clear as to whether SSI and/or SSDI recipients are offered exemptions. District's Response: The District disagrees with this Finding. The District has taken steps to make it clear as to whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the District's website to make it clear for SSI and/or SSDI recipients that they are of...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as the information posted on the District website makes it clear that the parcel tax only includes an exemption for senior citizens. (http://www.eesd.org/page.cfm?p=2896.) District Office Superintendeni: Kathy Gomez 3188 Quimby Road Board of Trusices: Jim Zito San Jose, CA 95148 Sylvia Alvarez Phone: 408-270-6800 Bonnie Mace Fax: 408-274-3894 Leila Welch
Report Finding 3 Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals pr...
R2
The governing boards of the Santa Clara County school districts listed below should review and revise as necessary all forms required to apply for or renew parcel tax exemptions for clarity and accuracy, District's Response: The recommendation has been implemented. The District has reviewed its forms and has taken steps to clarify whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the D...
Response: Will Implement
Score: +1
The District believes its exemption forms are sufficient at this time, but will implement this recommendation by reviewing its exemption forms before the end of the year. Report Recommendation 3a The governing boards of the Santa Clara County school districts listed below should change their policies and procedures to specify that parcel tax exemption applicants can apply by mail without making a special request. District Office Superintendent: Kathy Gomez 3188 Quimby Road Board of Trustees: Jim Zito San Jose, CA 95148 Sylvia Alvarez Phone: 408-270-6800 Bonnie Mace Fax: 408-274-3894 Leila Welc...
F3
Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals prefer to apply in person, others may find it difficult to do so. District's Response: The District agrees with this finding, to the extent that in-person registration requirements have the potential of making it more difficult to apply for parcel tax exemptions. In the past, the District has required seniors and individuals with disabiliti...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as the District provides seniors with several avenues to apply for parcel tax exemptions, including indicating that those who may find it difficult to apply in person can contact District staff to make alternative arrangements. Report Finding 4 Some school districts have exemption application forms available year round, while others make them available for only a short period of time prior to the application deadline. Board's
F4
Some school districts have exemption application forms available year round while others make them available for only a short period of time prior to the application deadline. District's Response: The District lacks sufficient information to agree or disagree as to the practice of other school districts. The District agrees that its past practice was to require exemption applications to be processed from April to June of each year. Moving forward, the District will implement a process allowing f...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as the District has exemption application forms available year round which can be found on the District's website at: http://www.eesd.org/page.cfm?p=2896. Report Finding 5 Due dates for applications or renewals vary from school district to school district. Board's
R4
The governing boards of the Santa Clara County school districts listed below should make exemption application forms for parcel taxes prominently available on their websites and in their office year round. District's Response: The recommendation has been implemented. Effective August 15, 2017, the exemption application forms are available for the 2018-2019 tax period. The deadline to receive exemption for the tax period 2018-2019 is June 15, 2018.
Response: Implemented
Score: 0
The District's website already includes the exemption form and frequently asked questions, which are available year round. Thus, the District has already implemented this recommendation. Report Recommendation 5 The governing boards of the Santa Clara County school districts listed below should agree on a standard date when applications for exemptions and renewals are due. Board's
F5
Due dates for applications or renewals vary from school district to school district. District's Response: The District lacks sufficient information to agree or disagree with this finding.
Response: Agree
Score: +1
The District agrees with this finding to the extent that due dates may vary from school district to school district. The District disagrees, however, that this finding applies to the District to the extent applications are available to the public year round and can be found on the District's website at: http://www.eesd.org/page.cfm?p=2896. Report Finding 9 How people find out about parcel tax exemptions, application procedures and due dates varies widely among Santa Clara County school districts in both content and quality. The Santa Clara County Office of Education provides training at the re...
R5
The governing boards of the Santa Clara County school districts listed below should agree on a standard date when applications for exemptions and renewals are due. District's Response: The recommendation requires further analysis. The District is willing to communicate and coordinate with other school districts within Santa Clara County regarding this recommendation. However, the District is unable to change the date when applications for exemptions and renewals are due, since said date is dicta...
Response: Implemented
Score: 0
The District's deadline is within one month of all other school districts in the County. Further, the high school district which also serves the District's residents (East Side Union High School District) does not currently levy a parcel tax. Therefore, taxpayers in the District seeking an exemption are only subject to a single deadline at this time. Thus, the District has already implemented this recommendation to the extent it can only control its own deadline. Report Recommendation 9b The governing boards of the Santa Clara County school districts listed below should request assistance from...
F9
How people find out about parcel tax exemptions, application procedures and due dates varies widely among Santa Clara County school districts in both content and quality. The Santa Clara County Office of Education provides training at the request of school district administrators, but does not currently offer training about parcel taxes. The Santa Clara County Office of Education could offer a valuable community service by bringing together school district business officers to learn about the ad...
Response: Unknown
Score: 0
It appears this finding is not directed to the District, however, it receives training and advice from the District's legal counsel regarding parcel tax exemptions, application procedures, and due dates. District Office Superiniendeni: Kathy Gomez 3188 Quimby Road Board of Trustees: Jim Zito San Jose, CA 95148 Sylvia Alvarez Phone: 408-270-6800 Bonnie Mace Fax: 408-274-3894 Leila Welch
Board's Responses to Recommendations Report Recommendation 1a The governing boards of the school districts listed below should include information about parcel tax exemptions and application procedures via publ...
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Franklin-McKinley School District
September 13, 2017
•
6 pages
• 9 responses
•
Score: 0
(+3, 1, -3)
View Details ▾
9 responses to findings and recommendations
F1
It can be difficult for taxpayers to find information about exemptions to parcel tax assessments for which they may be eligible and about the required processes to apply for and renew exemptions. As detailed in Appendix A, there is a wide variation from school district to school district in the percentage of homeowners receiving parcel tax exemptions. <u>District's Response</u>: The District disagrees with the first part of this Finding. Notices regarding parcel tax exemptions and the process fo...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as information about parcel tax exemptions can be found on the District's website at: http://www.fmsd.org/apps/pages/index.jsp?uREC ID=455669&type=d&pREC ID=986282 In addition, a detailed "Senior Parcel Tax Exemption" informational document can also be found on the same website by clicking on the link that states: Click here for the Senior Citizen Information Sheet. The parcel tax includes an exemption for senior citizens. Report Finding 2 The school districts listed in the recommendation do not make it clear whether SSI and/or S...
F2
The school districts listed in the recommendation do not make it clear as to whether SSI and/or SSDI recipients are offered exemptions. District's Response: The District disagrees with this Finding. The District has taken steps to make it clear as to whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the District's website to make it clear for SSI and/or SSDI recipients that they are of...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as the information posted on the District website makes it clear that the parcel tax only includes an exemption for senior citizens. Report Finding 3 Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals prefer to apply in person, others may find it difficult to do so. Board's
R2
The governing boards of the Santa Clara County school districts listed below should review and revise as necessary all forms required to apply for or renew parcel tax exemptions for clarity and accuracy, District's Response: The recommendation has been implemented. The District has reviewed its forms and has taken steps to clarify whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the D...
Response: Will Implement
Score: +1
The District believes its exemption forms are sufficient at this time, but will implement this recommendation by reviewing its exemption forms before the end of the year. Report Recommendation 3a The governing boards of the Santa Clara County school districts listed below should change their policies and procedures to specify that parcel tax exemption applicants can apply by mail without making a special request. Board's
F3
Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals prefer to apply in person, others may find it difficult to do so. District's Response: The District agrees with this finding, to the extent that in-person registration requirements have the potential of making it more difficult to apply for parcel tax exemptions. In the past, the District has required seniors and individuals with disabiliti...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as the District provides seniors with several avenues to apply for parcel tax exemptions, including indicating that those who may find it difficult to apply in person can contact District staff to make alternative arrangements. Report Finding 4 Some school districts have exemption application forms available year round, while others make them available for only a short period of time prior to the application deadline. Board's
F4
Some school districts have exemption application forms available year round while others make them available for only a short period of time prior to the application deadline. District's Response: The District lacks sufficient information to agree or disagree as to the practice of other school districts. The District agrees that its past practice was to require exemption applications to be processed from April to June of each year. Moving forward, the District will implement a process allowing f...
Response: Agree
Score: +1
The District agrees with this finding and will make the application form available year round on the District's website and in the office. Report Finding 5 Due dates for applications or renewals vary from school district to school district. Board's
R4
The governing boards of the Santa Clara County school districts listed below should make exemption application forms for parcel taxes prominently available on their websites and in their office year round. District's Response: The recommendation has been implemented. Effective August 15, 2017, the exemption application forms are available for the 2018-2019 tax period. The deadline to receive exemption for the tax period 2018-2019 is June 15, 2018.
Response: Unknown
Score: 0
The District will make the forms available year round on the District's website and in the office.
Report Recommendation 5 The governing boards of the Santa Clara County school district should agree on a standard date when applications for exemptions and renewals are due. Board's
F5
Due dates for applications or renewals vary from school district to school district. District's Response: The District lacks sufficient information to agree or disagree with this finding.
Response: Agree
Score: +1
The District agrees with this finding; however, the District cannot control what due dates other districts select. The District's deadline is June 15, which is two weeks within all other school districts due dates in the County. Report Finding 6 Most school district in Santa Clara County requires annual renewal of parcel tax exemption as a fiduciary responsibility to all taxpayers. Procedures for managing renewals vary, with most making it easier for exemption holders by sending annual renewal forms by mail to verify continued eligibility.
Board's
R5
The governing boards of the Santa Clara County school districts listed below should agree on a standard date when applications for exemptions and renewals are due. District's Response: The recommendation requires further analysis. The District is willing to communicate and coordinate with other school districts within Santa Clara County regarding this recommendation. However, the District is unable to change the date when applications for exemptions and renewals are due, since said date is dicta...
Response: Implemented
Score: 0
The District's deadline is June 15, which is two weeks within all other school districts in the County. Furthermore, the high school district which also serves the District's residents (East Side Union High School District) does not currently levy a parcel tax. Therefore, taxpayers in the District seeking an exemption are only subject to a single deadline at this time. Thus, the District has already implemented this recommendation to the extent it can only control its own deadline. Report Recommendation 9b The governing boards of the Santa Clara County school district should request assistance...
F9
How people find out about parcel tax exemptions, application procedures and due dates varies widely among Santa Clara County school districts in both content and quality. The Santa Clara County Office of Education provides training at the request of school district administrators, but does not currently offer training about parcel taxes. The Santa Clara County Office of Education could offer a valuable community service by bringing together school district business officers to learn about the ad...
Response: Unknown
Score: 0
It appears this finding is not directed to the District; however, it receives training and advice from the District's legal counsel regarding parcel tax exemptions, application procedures, and due dates. <b>Board's Responses to Recommendations</b> Report Recommendation 1a The governing boards of the school districts listed below should include information about parcel tax exemptions and applications procedures via public outreach to communicate with those who do not have access to or are uncomfortable using the Internet. Examples of outreach include newsletters from the school district to resi...
▶
Lakeside Joint School District
June 21, 2017
•
4 pages
• 9 responses
•
Score: -1
(+3, 2, -4)
View Details ▾
9 responses to findings and recommendations
F1
It can be difficult for taxpayers to find information about exemptions to parcel tax assessments for which they may be eligible and about the required processes to apply for and renew exemptions. As detailed in Appendix A, there is a wide variation from school district to school district in the percentage of homeowners receiving parcel tax exemptions. <u>District's Response</u>: The District disagrees with the first part of this Finding. Notices regarding parcel tax exemptions and the process fo...
Response: Disagree
Score: -1
Disagree with respect to difficulty of finding exemption information for the Lakeside school district; no opinion regarding other school districts; agree with the conclusion that there is a wide variation in the percentages of homeowners receiving exemptions. Since its first parcel tax was passed in 2010, the Lakeside district has implemented many steps to make exemption information readily available, as detailed in the response to
F2
The school districts listed in the recommendation do not make it clear as to whether SSI and/or SSDI recipients are offered exemptions. District's Response: The District disagrees with this Finding. The District has taken steps to make it clear as to whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the District's website to make it clear for SSI and/or SSDI recipients that they are of...
Response: Disagree
Score: -1
Disagree, with respect to the Lakeside district. The District's website has a prominent link to parcel tax exemption information which appears in the top navigation bar of all pages on the website. This link leads to a page that provides clear eligibility information, including: What optional exemptions are available? The following annual exemptions will be granted upon application and verification: • Senior citizen exemption (65 years of age or older) • Contiguous parcel exemption • Supplemental Security Income (SSI) for a disability • Non-taxed parcel exemption (parcels assessed at less than...
R2
The governing boards of the Santa Clara County school districts listed below should review and revise as necessary all forms required to apply for or renew parcel tax exemptions for clarity and accuracy, District's Response: The recommendation has been implemented. The District has reviewed its forms and has taken steps to clarify whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the D...
Response: Implemented
Score: 0
Already implemented. For each category of exemption, Lakeside provides an application form that specifies the requirements for receiving an exemption, and a detailed information sheet the explains the exemption criteria and the application process. The information sheets for senior and SSDI exemptions are at http://www.lakesidelosgatos.org/wpcontent/uploads/2017/04/seniorexemption-information-sheet-measure-A.pdf and http://www.lakesidelosgatos.org/wp-content/uploads/2017/04/disability-exemption-information-sheet.pdf respectively. The District believes that this information, both electronic and...
F3
Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals prefer to apply in person, others may find it difficult to do so. District's Response: The District agrees with this finding, to the extent that in-person registration requirements have the potential of making it more difficult to apply for parcel tax exemptions. In the past, the District has required seniors and individuals with disabiliti...
Response: Agree
Score: +1
Agree. Lakeside has always provided for applications both in person and not in person.
F4
Some school districts have exemption application forms available year round while others make them available for only a short period of time prior to the application deadline. District's Response: The District lacks sufficient information to agree or disagree as to the practice of other school districts. The District agrees that its past practice was to require exemption applications to be processed from April to June of each year. Moving forward, the District will implement a process allowing f...
Response: Disagree
Score: -1
Disagree with the implication that Lakeside does not make application forms available year round; no opinion regarding the policies of other districts.
R4
The governing boards of the Santa Clara County school districts listed below should make exemption application forms for parcel taxes prominently available on their websites and in their office year round. District's Response: The recommendation has been implemented. Effective August 15, 2017, the exemption application forms are available for the 2018-2019 tax period. The deadline to receive exemption for the tax period 2018-2019 is June 15, 2018.
Response: Implemented
Score: 0
Already implemented. Lakeside has always made the parcel-tax exemption applications and information available year-round on its website, in the District office, and by mail or phone request.
F5
Due dates for applications or renewals vary from school district to school district. District's Response: The District lacks sufficient information to agree or disagree with this finding.
Response: Agree
Score: +1
Agree that it appears that school districts have different deadlines.
R5
The governing boards of the Santa Clara County school districts listed below should agree on a standard date when applications for exemptions and renewals are due. District's Response: The recommendation requires further analysis. The District is willing to communicate and coordinate with other school districts within Santa Clara County regarding this recommendation. However, the District is unable to change the date when applications for exemptions and renewals are due, since said date is dicta...
Response: Will Not Implement
Score: -1
Will not implement. Any individual homeowner is subject to the deadlines of only the school district(s) in which he or she resides, so would receive little or no benefit from uniform deadlines. Lakeside believes that a greater benefit is provided to its residents by making the deadlines as late as possible while meeting administrative requirements, so a uniform deadline across Santa Clara County districts would either be the same as Lakeside's current deadline or would be earlier and therefore detrimental to the District's homeowners. Furthermore, the Lakeside School District straddles both Sa...
F9
How people find out about parcel tax exemptions, application procedures and due dates varies widely among Santa Clara County school districts in both content and quality. The Santa Clara County Office of Education provides training at the request of school district administrators, but does not currently offer training about parcel taxes. The Santa Clara County Office of Education could offer a valuable community service by bringing together school district business officers to learn about the ad...
Response: Agree
Score: +1
"HOW PEOPLE FIND OUT ABOUT PARCEL TAX EXEMPTIONS, APPLICATION PROCEDURES AND DUE DATES VARIES WIDELY AMONG SANTA CLARA COUNTY SCHOOL DISTRICTS IN BOTH CONTENT AND QUALITY. THE SANTA CLARA COUNTY OFFICE OF EDUCATION PROVIDES TRAINING AT THE REQUEST OF SCHOOL DISTRICT ADMINISTRATORS, BUT DOES NOT CURRENTLY OFFER TRAINING ABOUT PARCEL TAXES. THE SANTA CLARA COUNTY OFFICE OF EDUCATION COULD OFFER A VALUABLE COMMUNITY SERVICE BY BRINGING TOGETHER SCHOOL DISTRICT BUSINESS OFFICERS TO LEARN ABOUT THE ADMINISTRATION OF PARCEL TAX EXEMPTIONS AND TO DEVELOP STANDARD PROCESSES, PROCEDURES AND DUE DATES."...
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Los Altos School District
June 14, 2017
•
5 pages
• 9 responses
•
Score: -4
(+1, 2, -5)
View Details ▾
9 responses to findings and recommendations
F1
It can be difficult for taxpayers to find information about exemptions to parcel tax assessments for which they may be eligible and about the required processes to apply for and renew exemptions. As detailed in Appendix A, there is a wide variation from school district to school district in the percentage of homeowners receiving parcel tax exemptions. <u>District's Response</u>: The District disagrees with the first part of this Finding. Notices regarding parcel tax exemptions and the process fo...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as information about parcel tax exemptions can be found in multiple locations on the District's website at www.lgusd.org. The following parcel tax exemptions are available to the public: (1) senior citizen exemption; and, (2) supplemental security income for a disability exemption. Report Finding 2 The school districts listed in the recommendation do not make it clear whether SSI and/or SSDI recipients are offered exemptions. Board's
F2
The school districts listed in the recommendation do not make it clear as to whether SSI and/or SSDI recipients are offered exemptions. District's Response: The District disagrees with this Finding. The District has taken steps to make it clear as to whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the District's website to make it clear for SSI and/or SSDI recipients that they are of...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as the information posted on the District website makes it clear that SSI recipients are offered exemptions. Report Finding 3 Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals prefer to apply in person, others may find it difficult to do so. Board of Trustees
John Kuntzmann
· Peter Noymer
Alex Potts
Stephen Parsons
· Daniel Snyder
0 6 Page 2 - June 14, 2017 3 Response to Grand Jury Report Board's
R2
The governing boards of the Santa Clara County school districts listed below should review and revise as necessary all forms required to apply for or renew parcel tax exemptions for clarity and accuracy, District's Response: The recommendation has been implemented. The District has reviewed its forms and has taken steps to clarify whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the D...
Response: Will Implement
Score: +1
The District believes its exemption forms are sufficient at this time, but will implement this recommendation by reviewing its exemption forms before the end of the year. Report Recommendation 3a The governing boards of the Santa Clara County school districts listed below should change their policies and procedures to specify that parcel tax exemption applicants can apply by mail without making a special request. Board's
F3
Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals prefer to apply in person, others may find it difficult to do so. District's Response: The District agrees with this finding, to the extent that in-person registration requirements have the potential of making it more difficult to apply for parcel tax exemptions. In the past, the District has required seniors and individuals with disabiliti...
Response: Disagree
Score: -1
Co. Community (C. Stodens) of Pathro The District disagrees that this finding applies to the District as the District provides seniors and individuals with disabilities with several avenues to apply for parcel tax exemptions, specifically via mail, email, or in-person. The District also provides prepaid envelopes to individuals who may find it difficult to apply in person. Report Finding 4 Some school districts have exemption application forms available year round, while others make them available for only a short period of time prior to the application deadline. Board's
F4
Some school districts have exemption application forms available year round while others make them available for only a short period of time prior to the application deadline. District's Response: The District lacks sufficient information to agree or disagree as to the practice of other school districts. The District agrees that its past practice was to require exemption applications to be processed from April to June of each year. Moving forward, the District will implement a process allowing f...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as the District has exemption application forms available year round which can be found on the District's website at www.lgusd.org. Report Finding 5 Due dates for applications or renewals vary from school district to school district. Board's
R4
The governing boards of the Santa Clara County school districts listed below should make exemption application forms for parcel taxes prominently available on their websites and in their office year round. District's Response: The recommendation has been implemented. Effective August 15, 2017, the exemption application forms are available for the 2018-2019 tax period. The deadline to receive exemption for the tax period 2018-2019 is June 15, 2018.
Response: Implemented
Score: 0
The District's homepage includes a link labeled "Parcel Tax Exemptions" and the linked page include downloadable exemption applications. Thus, the District has already implemented this recommendation. Report Recommendation 5 The governing boards of the Santa Clara County school districts listed below should agree on a standard date when applications for exemptions and renewals are due. Board's
F5
Due dates for applications or renewals vary from school district to school district. District's Response: The District lacks sufficient information to agree or disagree with this finding.
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as applications are available to the public year round and can be found on the District's website at www.lgusd.org. Report Finding 6 Most school districts in Santa Clara County require annual renewal of parcel tax exemptions as a fiduciary responsibility to all taxpayers. Procedures for managing renewals vary, with most making it easier for exemption holders by sending annual renewal forms by mail to verify continued eligibility. Board's
R5
The governing boards of the Santa Clara County school districts listed below should agree on a standard date when applications for exemptions and renewals are due. District's Response: The recommendation requires further analysis. The District is willing to communicate and coordinate with other school districts within Santa Clara County regarding this recommendation. However, the District is unable to change the date when applications for exemptions and renewals are due, since said date is dicta...
Response: Implemented
Score: 0
The District's deadline is currently the latest of any school district in the County and the District does not read the Report to encourage establishing an earlier deadline for the sake of uniformity. Thus, the District has already implemented this recommendation to the extent it can only control its own deadline. Report Recommendation 6 The governing boards of the Santa Clara County school districts listed below that require renewal of parcel tax exemptions should initiate the renewal process by mailing an exemption renewal form and accepting renewal documentation by return mail. Board's
F9
How people find out about parcel tax exemptions, application procedures and due dates varies widely among Santa Clara County school districts in both content and quality. The Santa Clara County Office of Education provides training at the request of school district administrators, but does not currently offer training about parcel taxes. The Santa Clara County Office of Education could offer a valuable community service by bringing together school district business officers to learn about the ad...
Response: Unknown
Score: 0
It appears this finding is not directed to the District, however, it receives training and advice from the District's legal counsel regarding parcel tax exemptions, application procedures, and due dates. Board of Trustees
John Kuntzmann
· Peter Noymer
Alex Potts
· Daniel Snyder
ķ. Page 3 - June 14, 2017 Response to Grand Jury Report Oc. Community (Oc. Students (Oc. Entire Report Recommendation 1a The governing boards of the school districts listed below should include information about parcel tax exemptions and application procedures via public outreach to communicate with those who do no...
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Mount Pleasant School District
August 09, 2017
•
5 pages
• 9 responses
•
Score: -2
(+2, 2, -4)
View Details ▾
9 responses to findings and recommendations
F1
It can be difficult for taxpayers to find information about exemptions to parcel tax assessments for which they may be eligible and about the required processes to apply for and renew exemptions. As detailed in Appendix A, there is a wide variation from school district to school district in the percentage of homeowners receiving parcel tax exemptions. <u>District's Response</u>: The District disagrees with the first part of this Finding. Notices regarding parcel tax exemptions and the process fo...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as information about parcel tax exemptions can be found on the District's website at: http://www.mpesd.org. The District's parcel tax includes exemptions for senior citizens and those receiving supplemental security income (SSI) for a disability. Report Finding 2 The school districts listed in the recommendation do not make it clear whether SSI and/or SSDI recipients are offered exemptions.
Board's
F2
The school districts listed in the recommendation do not make it clear as to whether SSI and/or SSDI recipients are offered exemptions. District's Response: The District disagrees with this Finding. The District has taken steps to make it clear as to whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the District's website to make it clear for SSI and/or SSDI recipients that they are of...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as the information posted on the District website makes it clear that the parcel tax includes exemptions for both senior citizens and those receiving SSI. (http://www.mpesd.org/measure_k_information_page.) Report Finding 3 Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals prefer to apply in person, others may find it difficult to do so. Board's
R2
The governing boards of the Santa Clara County school districts listed below should review and revise as necessary all forms required to apply for or renew parcel tax exemptions for clarity and accuracy, District's Response: The recommendation has been implemented. The District has reviewed its forms and has taken steps to clarify whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the D...
Response: Will Implement
Score: +1
The District believes its exemption forms are sufficient at this time, but will implement this recommendation by reviewing its exemption forms before the end of the year. Report Recommendation 3a The governing boards of the Santa Clara County school districts listed below should change their policies and procedures to specify that parcel tax exemption applicants can apply by mail without making a special request. Board's
F3
Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals prefer to apply in person, others may find it difficult to do so. District's Response: The District agrees with this finding, to the extent that in-person registration requirements have the potential of making it more difficult to apply for parcel tax exemptions. In the past, the District has required seniors and individuals with disabiliti...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as the District provides eligible taxpayers with several avenues to apply for parcel tax exemptions, specifically in-person or by mail when necessary. Report Finding 4 Some school districts have exemption application forms available year round, while others make them available for only a short period of time prior to the application deadline. Board's
F4
Some school districts have exemption application forms available year round while others make them available for only a short period of time prior to the application deadline. District's Response: The District lacks sufficient information to agree or disagree as to the practice of other school districts. The District agrees that its past practice was to require exemption applications to be processed from April to June of each year. Moving forward, the District will implement a process allowing f...
Response: Disagree
Score: -1
The District disagrees that this finding applies to the District as the District has exemption application forms available year round which can be found on the District's website at: http://www.mpesd.org/measure_k_information_page Report Finding 5 Due dates for applications or renewals vary from school district to school district. Board's
R4
The governing boards of the Santa Clara County school districts listed below should make exemption application forms for parcel taxes prominently available on their websites and in their office year round. District's Response: The recommendation has been implemented. Effective August 15, 2017, the exemption application forms are available for the 2018-2019 tax period. The deadline to receive exemption for the tax period 2018-2019 is June 15, 2018.
Response: Implemented
Score: 0
The District's homepage includes a link labeled "Measure K Information Page" and the linked page includes downloadable exemption applications. Thus, the District has already implemented this recommendation. .
Report Recommendation 5 The governing boards of the Santa Clara County school districts listed below should agree on a standard date when applications for exemptions and renewals are due. Board's
F5
Due dates for applications or renewals vary from school district to school district. District's Response: The District lacks sufficient information to agree or disagree with this finding.
Response: Agree
Score: +1
The District agrees with this finding to the extent that due dates may vary from school district to school district. The District disagrees, however, that this finding applies to the District to the extent applications are available to the public year round and can be found on the District's website at: http://www.mpesd.org/measure_k_information_page. Further, the District allows initial applications until December 1 of the tax year. Report Finding 6 Most school districts in Santa Clara County require annual renewal of parcel tax exemptions as a fiduciary responsibility to all taxpayers. Proce...
R5
The governing boards of the Santa Clara County school districts listed below should agree on a standard date when applications for exemptions and renewals are due. District's Response: The recommendation requires further analysis. The District is willing to communicate and coordinate with other school districts within Santa Clara County regarding this recommendation. However, the District is unable to change the date when applications for exemptions and renewals are due, since said date is dicta...
Response: Implemented
Score: 0
The District allows initial applications for exemptions until December 1 of the tax year. This appears to be the latest deadline in the County. The District does not understand the report to suggest that the District move this deadline forward for the sake of consistency with other school districts. Thus, the District has already implemented this recommendation to the extent it can only control its own deadline. Report Recommendation 6 The governing boards of the Santa Clara County school districts listed below that require renewal of parcel tax exemptions should initiate the renewal process b...
F9
How people find out about parcel tax exemptions, application procedures and due dates varies widely among Santa Clara County school districts in both content and quality. The Santa Clara County Office of Education provides training at the request of school district administrators, but does not currently offer training about parcel taxes. The Santa Clara County Office of Education could offer a valuable community service by bringing together school district business officers to learn about the ad...
Response: Unknown
Score: 0
It appears this finding is not directed to the District, however, it receives training and advice from the District's legal counsel regarding parcel tax exemptions, application procedures, and due dates. <b>Board's Responses to Recommendations</b> Report Recommendation 1a The governing boards of the school districts listed below should include information about parcel tax exemptions and application procedures via public outreach to communicate with those who do not have access to or are uncomfortable using the Internet. Examples of outreach include newsletters from the school district to resid...
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Oak Grove School District
September 07, 2017
•
3 pages
View Details ▾
No structured response data extracted yet.
View the PDF for full details.
▶
Saratoga Union School District
August 03, 2017
•
35 pages
• 9 responses
•
Score: 0
(+0, 9, 0)
View Details ▾
9 responses to findings and recommendations
F1
It can be difficult for taxpayers to find information about exemptions to parcel tax assessments for which they may be eligible and about the required processes to apply for and renew exemptions. As detailed in Appendix A, there is a wide variation from school district to school district in the percentage of homeowners receiving parcel tax exemptions. <u>District's Response</u>: The District disagrees with the first part of this Finding. Notices regarding parcel tax exemptions and the process fo...
Response: Disagree Partially
Score: 0
The District disagrees in part with this Finding. Without the benefit of Appendix A, the District is unable to comment on the percentage of homeowners receiving the exemptions in the school districts in the county. The District makes the following significant efforts to notify taxpayers of the exemption: • The District places a link on the homepage of its website to the parcel tax exemption forms and directions. (https://www.saratogausd.org/) (See, Exhibit A.) The District also posts information regarding the availability of the exemption at the 4 following locations
Saratoga Public Library, ...
F2
The school districts listed in the recommendation do not make it clear as to whether SSI and/or SSDI recipients are offered exemptions. District's Response: The District disagrees with this Finding. The District has taken steps to make it clear as to whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the District's website to make it clear for SSI and/or SSDI recipients that they are of...
Response: Disagree Partially
Score: 0
The District partially disagrees with this Finding. The District does not have access to the identity or practices of the other school districts in the "recommendation" referenced in the Finding, and therefore cannot comment specifically as to whether the District was included. The District attaches its parcel tax exemption forms, and accompanying instructions, to demonstrate that SSI/SSDI recipients are offered exemptions. (Exhibit A.)
Finding 3
Requiring seniors and individuals with disabilities to apply in person make it difficult for some to apply for parcel tax exemptions. While some in...
R2
The governing boards of the Santa Clara County school districts listed below should review and revise as necessary all forms required to apply for or renew parcel tax exemptions for clarity and accuracy, District's Response: The recommendation has been implemented. The District has reviewed its forms and has taken steps to clarify whether SSI and/or SSDI recipients are offered exemptions, as referenced in the District's Resolution authorizing the parcel tax. This information is included on the D...
Response: Implemented
Score: 0
The recommendation has been implemented. The District attaches its parcel tax exemption forms, and accompanying instructions, to demonstrate that seniors and SSI/SSDI recipients are offered exemptions. (Exhibit A.)
Recommendation 3b
The governing boards of the Santa Clara County school districts listed below should develop an online process for the submittal of parcel tax exemption and renewal applications.
F3
Requiring seniors and individuals with disabilities to apply in person makes it difficult for some to apply for parcel tax exemptions. While some individuals prefer to apply in person, others may find it difficult to do so. District's Response: The District agrees with this finding, to the extent that in-person registration requirements have the potential of making it more difficult to apply for parcel tax exemptions. In the past, the District has required seniors and individuals with disabiliti...
Response: Disagree Partially
Score: 0
The District partially disagrees with this Finding. The District does not have access to the findings with respect to the practice of other school districts. The District agrees that seniors and individuals with disabilities should be provided multiple options to access the parcel tax exemption forms and instructions, and to submit them. The District does not require applicants to obtain the forms or apply in person. The forms can be downloaded from the District's website, or any individual can call the District Office to ask that the forms and instructions be sent to him/her. Individuals can ...
F4
Some school districts have exemption application forms available year round while others make them available for only a short period of time prior to the application deadline. District's Response: The District lacks sufficient information to agree or disagree as to the practice of other school districts. The District agrees that its past practice was to require exemption applications to be processed from April to June of each year. Moving forward, the District will implement a process allowing f...
Response: Disagree Partially
Score: 0
The District partially disagrees with this finding. Without the information referenced in the findings, the District is unable to comment on the practice of other school districts. The District's exemption forms and instructions are available on its website year-round. The District mails its exemption forms in March of each year and collects them through June 30. This schedule is necessary to allow the District time to compile and send the exemption information to the County of Santa Clara Controller-Treasurer Department, which in turn processes the information and returns it to the District f...
R4
The governing boards of the Santa Clara County school districts listed below should make exemption application forms for parcel taxes prominently available on their websites and in their office year round. District's Response: The recommendation has been implemented. Effective August 15, 2017, the exemption application forms are available for the 2018-2019 tax period. The deadline to receive exemption for the tax period 2018-2019 is June 15, 2018.
Response: Implemented
Score: 0
The recommendation has been implemented. The District's exemption forms and instructions are available on its website year-round. The District mails its exemption forms in March of each year and collects them through June 30. This schedule is necessary to allow the District time to compile and send the exemption information to the County of Santa Clara Controller-Treasurer Department, which in tum processes the information and returns it to the District for certification. This process needs to be completed in time for tax-payer billing prior to the December collection of property taxes. (Exhib...
F5
Due dates for applications or renewals vary from school district to school district. District's Response: The District lacks sufficient information to agree or disagree with this finding.
Response: Disagree Partially
Score: 0
The District partially disagrees with this finding. Without the other information referenced in the findings, the District is unable to comment on the deadlines used by other school districts. See
R5
The governing boards of the Santa Clara County school districts listed below should agree on a standard date when applications for exemptions and renewals are due. District's Response: The recommendation requires further analysis. The District is willing to communicate and coordinate with other school districts within Santa Clara County regarding this recommendation. However, the District is unable to change the date when applications for exemptions and renewals are due, since said date is dicta...
Response: Requires Analysis
Score: 0
The recommendation requires further analysis. We will cooperate with Santa Clara County school districts if and when they implement a single standard due date. See the
F9
How people find out about parcel tax exemptions, application procedures and due dates varies widely among Santa Clara County school districts in both content and quality. The Santa Clara County Office of Education provides training at the request of school district administrators, but does not currently offer training about parcel taxes. The Santa Clara County Office of Education could offer a valuable community service by bringing together school district business officers to learn about the ad...
Response: Disagree Partially
Score: 0
The District partially disagrees with this finding. The District is unable to comment on the processes and deadlines used by other school districts without having been provided the Grand Jury's findings. The District does note that County of Santa Clara conducts Special Assessment Workshops for municipalities and school districts within the County. (See, Exhibit E.) The District is unable to comment on whether or not the local county office of education has the capacity to offer such trainings.
* This report's PDF did not contain easily extractable text and required Optical Character Recognition (OCR) for analysis. There may be minor errors in the extracted findings and recommendations due to OCR limitations with scanned documents.