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HomeMy WebLinkAbout20132141August 8, 2013 CLERK TO THE BOARD PHONE (970) 336-7215, EXT 4226 FAX (970) 352-0242 WEBSITE: www.co.weld.co.us 1150 O STREET P.O. BOX 758 GREELEY CO 80632 TARGET CORPORATION, CIO PROPERTY TAX DEPT T-1813 P O BOX 9456 MINNEAPOLIS, MN 55440-9456 RE: THE BOARD OF EQUALIZATION 2013, WELD COUNTY COLORADO APPROVAL OF STIPULATION BETWEEN PETITIONER AND ASSESSOR ACCOUNT NO.: R2134303 Dear Petitioner: On August 01, 2013, the Board of County Commissioners of Weld County Colorado convened and acting as the Board of Equalization, pursuant to C.R.S. Section 39-8-101 et seq., considered your request to approve and adopt a valuation of your property arrived at by a Stipulation between you and the Weld County Assessor, for the year 2013. The Board of Equalization found that the evidence presented at the hearing supported the stipulated value placed upon the above -described property as set forth below. Such evidence indicated the value was reasonable, equitable, and derived according to the methodologies, percentages, figures and formulas dictated by law. ACTUAL VALUE AS STIPULATED VALUE DETERMINED BY ASSESSOR APPROVED BY BOARD $9,335,625.00 $9,000,000.00 The above `Stipulated Value' is the value which will be used in the calculation of your property taxes for 2013. This value is not appealable. If you have questions concerning the above information, please call me at (970) 336-7215, Ext. 4226. Very truly yours, Esther E. Gesick, Deputy Clerk Weld County Board of County Commissioners Cc: Christopher Woodruff, Weld County Assessor TARGET CORPORATION, C/O PROPERTY TAX DEPARTMENT T-2343 PO BOX 9456 MINNEAPOLIS, MN 554409456 eptl cist 2013-2141 AS0085 COUNTY BOARD OF EQUALIZATION WELD COUNTY Single County Schedule Number R2134303 STIPULATION (As To Tax Year_2013_ Actual Value) RE PETITION OF : Target Store NAME: Target ADDRESS: 4400 Centerplace Drive Greeley, CO JUL 2 9 2013 WELD COlifk1TY ASSESSOR 'ELEY, COLORADO Petitioner (s) and the Weld County Assessor hereby enter into this Stipulation regarding the tax year 2013 valuation of the subject property, and jointly move the Board of Equalization to enter its order based on this Stipulation. Petitioner (s) and Assessor agree and stipulate as follows: 1. The property subject to this Stipulation is described as: GR CP L9 CENTERPLACE 2. The subject property is classified as Commercial property, 3. The County Assessor originally assigned the following actual value to the subject property for the tax year 2013: Total $9,335,625.00 4. After further review and negotiation, Petitioner (s) and Weld County Assessor agree to the following tax year 2013 actual value for the subject property: Total $9,000,000.00 5. The valuation, as established above, shall be binding only with respect to tax year 2013. 6. Brief narrative as to why the reduction was made: Review of land value. 7. Both parties agree that: ®The hearing scheduled before the Board of Equalization on 08/02/13 at 10:30 a.m. be vacated. R2134303 flA hearing has not yet been scheduled before the Board of Equalization. 1 2013-2141 DATED this 25th day of July, 2013: Petitioner(s • gent Attorney scant) County Attorney for Respondent, Weld County Board of Commissioners Address: Address: 1—a. Q f Corpo . !o , 1150 "O" Street ro ,V,'- 11Ife,f nld I,'rIV sv P.O. Box 758 ,n.,6410,,/%_( MN .5-'sV 3 Greeley, CO 80632 Telephone:(d),,2) 761-(F.205' Telephone:(970) 336-7235 Docket Number Stip-1.Fnn R2134303 rTh County A ses or Address: 1400 N.17th Avenue Greeley, CO 80631 Telephone: (970) 353-3845 ext. 3697 2 Christopher M. Woodruff Weld County Assessor 1400 N 17th Ave Greeley, CO 80631 ACCOUNT NO. TAX YEAR TAX AREA LEGAL DESCRIPTION/ PHYSICAL LOCATION R2134303 2013 0683 GR CP L9 CENTERPLACE 4400 CENTERPLACE DR GREELEY, CO 000000000 PROPERTY OWNER TARGET CORPORATION C/O PROPERTY TAX DEP P O BOX 9456 MINNEAPOLIS, MN 55440-9456 PROPERTY CLASSIFICATION ASSESSOR'S VALUATION ACTUAL VALUE PRIOR TO REVIEW ACTUAL VALUE AFTER REVIEW COMMERCIAL 9,335,625 9,335,625 TOTAL $9,335,625 $9,335,625 The Assessor has carefully studied all available information, giving particular attention to the specifics included on your protest. The Assessor's determination of value after review is based on the following: AL01 - Your property has been uniformly valued following Colorado law. Your protest of value has been denied due to comparison of other similar properties which sold during the 2011/2012 time period. If you disagree with the Assessor's decision, you have the right to appeal to the County Board of Equalization for further consideration, § 39-8-106(1)(a), C.R.S. The deadline for filing real property appeals is July 15. The Assessor establishes property values. The local taxing authorities (county, school district, city, fire protection, and other special districts) set mill levies. The mill levy requested by each taxing authority is based on a projected budget and the property tax revenue required to adequately fund the services it provides to its taxpayers. The local taxing authorities hold budget hearings in the fall. If you are concerned about mill levies, we recommend that you attend these budget hearings. Please refer to last year's tax bill or ask your Assessor for a listing of the local taxing authorities. Please refer to the reverse side of this notice for additional information. NOTICE OF DETERMINATION ,1.11L1t I 7 la lb'" --0 Date of Notice: 6/27/2013 Telephone: (970) 353-3845 Fax: (970) 304-6433 Office Hours: 8:00 AM - 5:00 PM RECEIVED REC& JUL 9 5 2093 WELD COUNTY COMMISSIONERS JUL 1 2013 n'TY TAX 15 -OPT -AR PR 207-08/13 R2134303 16904 5.4 Cse APPEAL PROCEDURES County Board of Equalization Hearings will be held from July 1 through August 5 at 1400 N 17 AVE. To appeal the Assessor's decision, complete the Petition to the County Board of Equalization shown below, and mail or deliver a copy of both sides of this form to: Weld County Board of Equalization 1150 O Street, P.O. Box 758 Greeley, CO 80631 Telephone: (970) 356-4000 ext, 4225 To preserve your appeal rights, your Petition to the County Board of Equalization must be postmarked or delivered on or before July 15 for real property — after such date, your right to appeal is lost. You may be required to prove that you filed a timely appeal; therefore, we recommend that all correspondence be mailed with proof of mailing. You will be notified of the date and time scheduled for your hearing. The County Board of Equalization must mail a written decision to you within five business days following the date of the decision. The County Board of Equalization must conclude hearings and render decisions by August 5, § 39-8-107(2), C.R.S. If you do not receive a decision from the County Board of Equalization and you wish to continue your appeal, you must file an appeal with the Board of Assessment Appeals by September 12, § 39-2-125(1)(e), C.R.S. If you are dissatisfied with the County Board of Equalization's decision and you wish to continue your appeal, you must appeal within 30 days of the date of the County Board's written decision to ONE of the following: Board of Assessment Appeals District Court 1313 Sherman Street, Room 315 Contact the District Court in the County Denver, CO 80203 where the property is located. See your (303) 866-5880 local telephone book for the address and www.dola.colorado.qov/baa telephone number. Binding Arbitration For a list of arbitrators, contact the County Commissioners at the address listed for the County Board of Equalization. If the date for filing any report, schedule, claim, tax return, statement, remittance, or other document falls upon a Saturday, Sunday, or legal holiday, it shall be deemed to have been timely filed if filed on the next business day, § 39-1-120(3), C.R.S. PETITION TO COUNTY BOARD OF EQUALIZATION What is your estimate of the property's value as of June 30, 2012? (Your opinion of value in terms of a specs is dollar amount is required for real property pursuant to § 39-8-106(1.5), C.R.S.) $ J080,000 What is the basis for your estimate of value or your reason for requesting a review? (Please attach additional sheets as necessary and any supporting documentation, i.e., comparable sales, rent roll, original installed cost, appraisa etc.) (Pp A- CL rIC ATTESTATION I, the undersigned owner or agentL1b0 of the property identified above, affirm that the statements contained ein and on a y attachments hereto are true and complete. dv)01 '?b) 9d0?) 7 393 Signature f f a Telephone Number CO Lt r+, c1,ouy to 711acropl-. COY. Email -mil 2150 Attach letter of authorization signed by property owner. Date Address 15-DPT-AR PR 207-08/13 R2134303 16904 TARGET PROPERTY TAX DEPARTMENT July 12, 2013 Weld County Board of Equalization 1150 O Street PO Box 758 Greeley, CO 80631 Certified Mail RE: PETITION TO THE COUNTY BOARD OF EQUALIZATION Target Store (T-1813) 4400 Centerplace Drive Greeley, CO Account No: R2134303 Remit Correspondence To: Target Corporation Property Tax Department T-1813 PO Box 9456 Minneapolis, MN 55440-9456 This letter constitutes written objection to the Notice of Determination dated 6/27/2013 for the above referenced property. (Exhibit 1) The owner's opinion of value of this property is $8,000,000. Target Corporation, the owner of this property, disagrees with the appraised value of $9,335,625 because it exceeds the Market Value of the property. Target has determined its opinion of value using the cost, income and sales comparison approaches to value (Exhibit 2) Additional information to support the calculations was previously delivered to the assessor's office. Cost method Target has computed the market value of the subject property using the cost approach utilizing the Marshall and Swift Valuation Service (MS). The attached Exhibit 3 documents Target's computation. Discussion with the assessor's office revealed that the primary driver of the difference in opinion of value utilizing the cost approach is caused by two items. • Functional and economic obsolescence- The following facts indicate that local, regional and national economies have not recovered from the recession that began in 2007. As such an adjustment for external/economic obsolescence is needed. Target has estimated the obsolescence to be equal to approximately 20% of the Replacement Cost New Less Physical Depreciation. • The unemployment rate in Weld County was 8.8% in June of 2012. (Exhibit 6) • Beginning in 2008, multiple retail bankruptcies quickly translated into dropping big box occupancies. The collapse of chains such as Linen and Things, Circuit City, Steve and Barry's, Mervyn's, Goody's, Gottschalks and Sportsman's Warehouse resulted in nearly 85 million square feet of big box retail space being returned to the marketplace. In addition other retail chains have closed numerous stores since 2008. Sears and Home Depot, for example, have each closed 50 stores. • Bricks and mortar stores are being challenged by the advancement of e -retailing. E -retail sales are growing by 10% or more annually. They are expected to reach $279,000,000,000 by 2015. (Exhibit 7) • The physical depreciation included in our computation assumes a 35 year life. Many components of the stores need to be replaced before the end of the 35 years. Accordingly additional functional obsolescence needs to be recognized on the property. Examples of short lived property include roof cover, water heaters, HVAC, floor coverings, interior painting, and exterior painting. • The total obsolescence claimed is supported by our income approach discussed below. Ceiling Height- target has used a ceiling height of 20ft. The assessor has used 26ft. the difference is the parapet wall, that is the portion of the exterior wall that extends beyond the roof. Using the cost approach results a market value of $8,000,000. (Exhibit 3) II. Income Method Assumptions used in the income approach: • Rental Rate — Rental rates are derived from an analysis of big box retail rental listings for the state of Colorado. • Vacancy and collection loss — We used a 5% vacancy and collection loss rate rate. • Cap Rate —We believe a 9% cap rate is appropriate. • Reserve for replacement- A reserve for replacement should be included in the computation of the market value using the income approach. The International Association of Assessing Officers (IAAO) recognizes that "Parts of the building that normally must be replaced before the building reaches the end of its economic life should have an annual charge as a reserve for replacement." In its textbook Property Assessment Valuation the IAAO provides the following examples of building parts that require a annual expense charge as a reserve for replacement; roof cover, water heaters, HVAC, floor coverings, interior painting, exterior painting . We estimate that the annual charge for these items should be at least $.20 per square foot, approximately $25,000 per year. • Operating expenses- We estimate management and operating expenses are equal to approximately 3% of Effective Gross Income or $31,000 per year. • We estimate that tenant paid expenses would be approximately $2.50 psf. We have included such amount in both gross income and expense in our calculation. The income approach resulted in a value of $7,900,000. (Exhibit 4) III. Comparable Sales Method - We reviewed fourteen properties: • 8 properties are current listings of big box stores for sale in Colorado. • 6 Properties are target stores sold in the period July2011 to June of 2012. • Using these sales we estimate the value of the subject store to be approximately $46 psf. Using the sales comparison approach results a market value of $6,000,000. (Exhibit 5) Based on the information presented, we respectfully request that the subject property's proposed 2013 market value be reduced from $9,335,625 to $8,000,000. Equalization: Target reviewed the market values for other big -box retailers in Greeley. Target discovered that the per square foot (psf) value the assessor has placed on its store greatly exceeds nearly all of the other big box stores (Exhibit 8). The single exception is the Kohl's store. Although the Kohl's is significantly smaller than the Target store the value psf is the same. Target believes that the 25-50% premium value assigned to its store is not justified. I can be reached at (612) 761-9208 or robert.jacoby@target.com. Regards Robert Jacoby Senior Manager— Real Estate Tax Enc, 8 Etkit-3- Target T-1813 Reconciliation to Value 4400 Centerpiece Drive Property Account # R21343O3 Square Footage Acreage Year Built VALUE RECONCILIATION Cost Approach Income Approach Market Approach 128,307 11 2007 Value Per SF $ 8,000,000 $62.35 $ 7,900,000 $61.57 $ 6,000,000 $46.76 TAXPAYER'S ESTIMATED FAIR MARKET VALUE $ 8,000,000 $62.35 Target T-1813 Cost Approach to Value 4400 Centerplace Drive Property Account # R2134303 Marshall Valuation Service Source Source Reference Construction Class Type Quality Commercial Cost Manual Section 13, Page 28 C Discount Store Average Year of Construction Bldg Square Feet Assessment Year Effective Age Economic Life 2003 124,545 2013 10 35 Base Building Floor Area Multiplier Ceiling Height 20' 59.48 0.795 1.170 Adjusted Base Rate Sprinkler 55.33 2.00 Replacement Cost Subtotal 57.33 Current Multiplier Local Multiplier - State Average 1.00 1.00 Replacement Cost New ; _.`..:_.. i' 57.33 Physical Depreciation Obsolescence Total Depreciation 15% 20% (8.60) (9.75) (18.34) RCN Less Depreciation Building Square Footage Building Value Yard and Other Improvements Land Value From Assessor Total 38.98 124,545 4,854,916 688,000 2,684,231 8,227,147 Indicated Value - Cost Approach 8,000,000 F4-1,41- y co co � ≥ d' > • .c O N +' Nom' ya c V O Q- c co ^, co _ F r 0 < U Q O O > O Q V d O 2 a LO O I O 7 U N U C Cu J N C fa 0 E 92 a) 0 U) N Cu C C as w O o co o . u N v tea) `o2 N C . 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The new phone from Gaggle. from $299 nexus4 Lori Clak Unemployment by State • US • • Alabama • • Alaska • • Arizona • • Arkansas • • California • • Colorado • • Connecticut • • Delaware • • District of Columbia • • Florida • • Georgia • • Hawaii • • Idaho • • Illinois • • Indi_ana • • Iowa • • Kansas • nit St tes E -retail • E -retail sales expected to reach $279,000,000,000 in 2015 ® The web is expected to account for 11% of all retail sales in 2015 o Apparel & accessories is the fastest -growing category of online sales e U.S. Mobile Commerce Sales expected to reach $86,860,000,000 in 2016 O U.S. social commerce sales expected to reach $14,000,000,000 in 2015 a Showrooming- Practice where a shopper will examine product at a retail establishment and then order the product online from an online retail company. are. 7ebruary a in billions) 2009 2010 2011 2012 2013 2014 2015 Online &a 34.2 $41.0 $56.6 $646 20112012 2013 2014 20 6 eayyppa ret sales bb ca t el & ac r , s as the f stest ro�.:�° ng _gore of online sales among nine major e ores, eMarketer says. Apparel sales ICI r 114% through 2016, eMarketer predicts, versus3.3% °lore-rebbfl as a whore. Source: eMarketer Smailphone L 2011-2016 after sales were rap 81 in 2012 to $24.66 billion, and they'll rise 55i to 3A0 Milian2013, research fire 2011 2O12 2013 2014 2015zobs e says . Source: eMarkster, Jan 2013 Iniva Mon S3 24.012, eiMoo 2O23 $9 MINOR 2014 2Q15 U.S. sodas , g rEerce sales. 2011 -2r - Sales of physical goods through online social networks wth grow by 93% per year in the U.S.nreaching $14 Nihon by 2015, predicts research and consulting firm Booz & Co. A Booz survey in 2010 found 27% of shoppers were willing to buy through social media. Source: Boo:z,& Co. • :BUSINESS 'sA! I.NS.I.DER CHART: These Pei j r i ;°et1r Are Most`I hreatterled t y U Ue Showroomhig Business insider Apr. 17, 2013, 9 iZ P Share la T weal 52 :. ad:?ii SrtotP Ads Oy G400q C -level SEISM SEO Summit Meet 100+ Top Brands & SEM Experts At Amelia Island, FL this April 28! MdediaPost c•om/SearchinsiderSummit The practice of "showrooming." or viewing an item in a retail store and then buying it online, has brought the e -commerce threat directly to bricks -and -mortar retailers. Mobile raises the showrooming threat to a new level since price comparisons are available to shoppers immediately, as they make decisions and browse e -commerce websites in stores. In a recent report from Bi intelligence, we analyze mobile showrooming's influence on retail, and examine the various different types of consumer behavior that make up showrooming. We also look at what the big retailers are doing to combat showrooming, and identify the five broad strategies that will help brick -and -mortar retailers win business from showroomers. Access The Full Report By Signing Up For A Free Trial Today :>> Take a look at this chart from our report: These Are The U.S. Retail Chains Most At Risk Because 5howroorners Visit Them With More Frequency Than Average Consumers Sour e. 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BOX 758 GREELEY CO 80632 TARGET CORPORATION C/O PROPERTY TAX DEPT T-1813 P O BOX 9456 MINNEAPOLIS, MN 55440-9456 Account No.: R2134303 Dear Petitioner(s): The Weld County Board of Equalization has set a date of August 02, 2013, at or about the hour of 10:30 AM, to hold a hearing on your valuation for assessment. This hearing will be held at the Weld County Administration Building, Assembly Room, 1150 O Street, Greeley, Colorado. You have a right to attend this hearing and present evidence in support of your petition. The Weld County Assessor or his designee will be present. The Board will make its decision on the basis of the record made at the aforementioned hearing, as well as your petition, so it would be in your interest to have a representative present. If you plan to be represented by an agent or an attorney at your hearing, prior to the hearing you shall provide, in writing to the Clerk to the Board's Office, an authorization for the agent or attorney to represent you. If you do not choose to attend this hearing, a decision will still be made by the Board by the close of business on August 5, 2013, and mailed to you on or before August 12, 2013. Because of the volume of cases before the Board of Equalization, most cases shall be limited to 10 minutes. Also due to volume, cases cannot be rescheduled. It is imperative that you provide evidence to support your position. This may include evidence that similar homes in your area are valued less than yours or you are being assessed on improvements you do not have. Please note: The fact that your valuation has increased cannot be your sole basis of appeal. Without documented evidence as indicated above, the Board will have no choice but to deny your appeal. If you wish to obtain the data supporting the Assessor's valuation of your property, please submit a written request directly to the Assessor's Office by fax (970) 304-6433, or if you have questions, call (970) 353-3845. Upon receipt of your written request, the Assessor will notify you of the estimated cost of providing such information. Payment must be made prior to the Assessor providing such information, at which time the Assessor will make the data available within three (3) working days, subject to any confidentiality requirements. AS0085 TARGET CORPORATION - R2134303 Page 2 Please advise me if you decide not to keep your appointment as scheduled. If you need any additional information, please call me at your convenience. Very truly yours, BOARD OF EQUALIZATION Esther E. Gesick Deputy Clerk to the Board cc: Christopher Woodruff, Assessor TARGET CORPORATION PROPERTY TAX DEPARTMENT T-2343 PO BOX 9456 MINNEAPOLIS, MN 554409456 AS0085 Hello