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Board says tax-case migration to CAMS remains on track for second quarter; staff preparing training and routing
Summary
IT and adjudicatory staff told the board the migration of tax-case work into CAMS is on schedule for Q2; most tax documents are already scanned and the Office of Tax Petitions transition could make ~12,000 cases available to field offices, though many may settle before reaching the board.
Board members received an update on the agency's migration of tax-case work into the CAMS case-management system and on plans to sequence cases into field offices once the Office of Tax Petitions (OTP) moves to CAMS.
Kim, an information-technology representative, told the board the tax-to-CAMS migration "continues to move forward as planned" and that IT had prioritized the effort. "We remain on track to complete the migration by the second quarter of this year," Kim said, adding that training materials were being revised in preparation for rollout.
Judge Bach and other staff explained how tax-case batches will be parceled for field hearing capacity. Board discussion included an estimate that about 4,300 of the tax cases are classification/status-type matters and that roughly 12,000 additional cases could be made available statewide to the field once OTP transitions into CAMS. Staff cautioned that many tax cases settle and therefore do not proceed to board-level appeals, and that the largest tax matters would continue to be handled by tax specialists rather than distributed widely.
On document handling, staff said much of the tax case material has already been scanned, which should ease migration, though some legacy files remain. IT and operations staff said the agency's goal is to retire the legacy system and avoid future logins to it; the projected completion window given in the meeting was the second quarter.
Board members pressed staff on sequencing and routing; Cutri said the agency is working with executive staff to refine zip-code routing so appeals are routed where capacity exists, and that CAMS makes transfers faster than prior physical-file processes. Officials said rollout timing remains contingent on final testing and subject-matter specialists coordinating the transition.
