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Consultant stresses data lags, confidentiality and AB 2854 tax-sharing compliance
Summary
HDL told the board that tax data arrive months after the quarter ends, that consultant and staff must respect taxpayer confidentiality when reporting, and that agencies will need to comply with AB 2854 training and tax-sharing requirements.
Ken Nordoff told the board that tax filings produce a lagged data stream and that consultants typically receive CDTFA data in arrears: "We don't get data as your consultants from the CDTFA typically till about the 2nd week" after cleanup payments. He recommended the board expect a 4–5 month lag for final data and advised the board about confidentiality rules that prevent disclosure of taxpayer-level information.
Nordoff also notified members of an April 10 training on AB 2854 (tax-sharing agreements) and asked staff to ensure compliance. He said HDL publishes a public quarterly newsletter and lists the top 25 taxpayers alphabetically in a way that protects confidentiality. Staff liaison reiterated that staff will prepare rules of procedure, coordinate required ethics and open-government training, and recommended members subscribe to the city's website notifications for the board.
