Assessment Appeals Management Studio – AAMS™
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Application Management -- AAMS™ collects all information on the California Assessment Appeals application. Additionally, the system provides for management comments, a private tab for assessor information, status and expiration tracking, uploading and display of taxpayer supplied documents and Assessment Appeals Board minutes. Cases for which a waiver has not been granted are monitored for the statutory two-year limit.
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Scheduling -- Once an application is entered into the system – either manually or e-filed – it is assigned a case number and given the status “Ready for Hearing.” The scheduling module allows the Clerk of the Board user to define future hearing dates, view a list of cases needing scheduling, and assign cases to future hearing dates.
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Notices -- Upon receiving a hearing date, a case gets the status of “Scheduled for Hearing” (or other “scheduled for” types). These cases are now ready for notice generation. Notices are generated as PDF documents and labels are created as well. Once notices are printed and confirmed, case status is updated to “Noticed for Hearing.”
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Agenda and Minutes -- Once cases are scheduled and noticed, they appear on the appeals board agenda. Future agendas can be viewed or printed as a draft or as a formal final agenda with county seal. After the hearing, the appeals board clerk will enter the decisions made by the appeals board, and case statuses will be updated. These statuses include “AAB Determined Value”, “Continued Hearing”, “Denied no Show”, “Withdrawn”, etc.
After the case statuses are updated, hearing minutes can be generated and printed. Also, minutes can be viewed within the case screen for that case.
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Reporting -- AAMS provides a powerful Case List feature. The user can specify searches by date range, current status, property type, appraiser, whether a waiver was granted, city, etc. and produce a formatted PDF summary or an Excel download of the data for the cases.
The system also provides standard reports for cases due to expire within six months and values at risk.
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E-Filing -- An optional AAMS module allows taxpayers to file their appeals on-line. This system collects the information on the form, and after the taxpayer reviews the generated PDF, he/she can submit the application to the Clerk of the Board on-line. The application can then be imported into the AAMS system proper. E-filing is a great time-saver for the appeals clerk and the applicant.