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HomeMy WebLinkAbout20101658 res te-614-- CLERK TO THE BOARD PHONE (970) 336-7215, Ext. 4226 FAX: (970) 352-0242 P. O. BOX P. OX 758 GREELEY, COLORADO 80632 COLORADO August 6, 2010 POULSEN LLC 151 S OAK EATON, CO 80615 RE: THE BOARD OF EQUALIZATION, 2010, WELD COUNTY, COLORADO - STIPULATE PETITIONER'S APPEAL AND AFFIRM ASSESSOR'S VALUE DESCRIPTION OF PROPERTY: ACCOUNT #: R4096106 PARCEL #: 080722215002 - WIN 3WTBCII PT L1 BLK1 WINDSOR TECH BUSINESS CENTER II 3RD FG COM C4 COR SEC N0D35'W 40' N89D17'E 25.11' TO POB N0D42'W 614.46' N71D18'W 314.81' S0D42'E 278.11' CURVE TO R (R=100') CHORD=S47D24'E 65.09' CURVE TO R (R=100') CHORD=S14D33'E 47.91' S0D42'E 31 Dear Petitioner: On July 30,2010,the Board of County Commissioners of Weld County, Colorado,convened, and acting as the Board of Equalization, pursuant to Section 39-8-101, C.R.S., et.seq., considered the Stipulation on your petition of appeal of the County Assessor's valuation of your property described above, for the year 2009. The Stipulation was entered into between the Assessor and said petitioner(s),and accepted by the Board of Equalization, agreeing that the assessment and valuation of the Weld County Assessor be Stipulated as follows: ACTUAL VALUE AS ACTUAL VALUE AS DETERMINED BY STIPULATED ASSESSOR $1,015,813 $1,032,251 cc; c� PET Oehler) AsOoter-Me/ 2010-1658 AS0076 POULSEN LLC - R4096106 Page 2 If you have questions or need additional information, please do not hesitate to contact me at (970) 336-7215, Extension 4226. Very tr�ulyy yours, Esther E. Gesick Deputy Clerk to the Board cc: Christopher Woodruff, Assessor FACILITY SOLUTIONS 628 MAIN STREET WINDSOR, CO 80550 2010-1658 AS0076 2010 COUNTY BOARD OF EQUALIZATION WELD COUNTY ASSESSOR'S ACCOUNT NUMBER R4096006 & R4096106 STIPULATION (As To Tax Year 2010 Actual Value) RE PETITION OF : NAME: Poulsen LLC ADDRESS: 151 S. Oak Eaton, CO 80615 Petitioner(s), Paulsen LLC and the Weld County Assessor, hereby enter into this Stipulation regarding the tax year 2010 valuation of the subject property, and jointly move that the Board of Equalization to enter its order based on this Stipulation. Petitioners) and the Assessor agree and stipulate as follows: 1. The property subject to this Stipulation is described as: 760 Garden Dr., Windsor, CO 80550 2. The subject property is classified as Commercial property. 3. The County Assessor originally assigned the following actual value to the subject property for tax year 2010. Land $ 798.845 Improvements$ 1,914,959 Total $ 2,713,804 4. After further review and negotiation,the petitioner(s) and Weld County Assessor agree to the following actual value for the subject property. Land $ 798,845 Improvements$ 1,583.155 Total $ 2,382,000 /1o3, a5/ 07v/v-/657 5. The valuations, as established above, shall be binding only with respect to tax year 2010. 6. Brief narrative as to why the reduction was made: Value was adjusted based upon additionally the income. 7. Both parties agree thatthe hearing scheduled before the Weld County Board of Equalization on July 30, 2010 at 3:15 PM be vacated; or, a hearing has not yet been scheduled before the Board of Equalization x (check if appropriate). D,'ED t ' 29 =ay of July, 2010. / y 21/0A 3 Petitioner(s) or oj7 ey ,Petitioner) or Attorney Address: Address: Telephone: 6170 `(0 74 - 1313 Telephone: �_ ' �r County Ass sor eVAI Address: 1400 N.17th Avenue Greeley, CO 80631 (970) 353-3845 ext. 3656 REAL AND PERSONAL PROPERTY NOTICE OF DETERMINATION Christopher M. Woodruff Date of Notice: 6/22/2010 Weld County Assessor Telephone: (970) 353-3845 or(720) 652-4255 1400 N 17th Ave Fax: (970) 304-6433 Greeley, CO 80631 E-mail: appeals@co.weld.co.us Office Hours: 8:00 AM - 5:00 PM www.co.weld.co.us SCHEDULEJACCOUNT NO. TAX YEAR TAX AREA LEGAL DESCRIPTION! PHYSICAL LOCATION R4096106 2010 0437 WIN 3WTBCII PT L1 BLK1 WINDSOR TECH BUSINESS CENTER II 3RD FG COM C4 COR SEC N0D35'W 40'N89D17'E 25.11'TO POULSEN LLC POB N0D42'W 614.46'N71D18'W 314.81' z 151 S OAK S0D42'E 278.11'CURVE TO R(R=100') p EATON, CO 80615 CHORD=S47D24'E 65.09'CURVE TO R (R=100')CHORD=S14D33'E 47.91' SOD42'E re 31 o- 0 760 E GARDEN DR a WINDSOR, CO ASSESSOR'S VALUATION ACTUAL VALUE PRIOR PROPERTY CLASSIFICATION TO ACTUAL VALUE AFTER REVIEW REVIEW COMMERCIAL 1,015,813 1,015,813 TOTAL $1,015,813 $1,015,813 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: LH02-No change has been made to the valuation of this property. Colorado law requires us to send this notice of denial for all properties on which we do not adjust the value. 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 deadline for filing personal property appeals is July 20. 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 infor,9tiorEp Crl D .r FACILITY SOLUTIONS i'"r1--I 628 MAIN STREET .. G, C WINDSOR CO 80550 2010-1658 DPT-AR 07-08/08 NOD A'8043 APPEAL PROCEDURES County Board of Equalization Hearings will be held from July 1 through August 5 at 915 109'Street, Greeley, CO 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 915 10TH Street, P.O. Box 758 Greeley, Colorado 80632 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 and on or before July 20 for personal 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 11. 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 9tH Avenue and 9th Street, P.O. Box C Denver, CO 80203 Greeley, Colorado 80632 (303) 866-5880 Telephone (970) 356-4000 Ext. 4520 www dola colorado.govtbaa 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. I PETITION TO COUNTY BOARD OF EQUALIZATION What is your estimate of the property's value as of June 30, 2008? (Your opinion of value in terms of a specific dollar amount is required for real property pursuant to § 39-8-106(1.5), C.R.S.) 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, appraisal, etc.) r9 -um r-- fie$/ci Ry09io/D6 6 'YO9(r�of �1c1 to c0 ' I cd ft (90m +c4 ATTESTATION I, the u f r.igned o m r . -gent' of the property identified above, affirm tit the///SSStatements ..ntai , in and • .�/J chments hereto are true and complete. gn- ure � Telephone Number Date 974)gle —//3( 1 Attach letter of authorization signed by property owner. I5-OPT-AR PR 207-08/08 NOD#.8043 July 13, 2010 Weld County Board of Equalization P.O. Box 758 Greeley, Colorado 80632 Re: Appeal for 760 East Garden Drive, Windsor, CO Account Nos. R4096006 and R4096106 Please find attached our previous submittals to the Weld County Assessor's Office for property tax protest. We would like appear before the Board for a further determination of this property. Sligerely, Cathy Ayo e Offic anager Enclosed: 1. Agent Authorization(Limited Power of Attorney) 2. Protest submitted to the Weld County Assessor LIMITED POWER OF ATTORNEY I/We, ,ohv- k-kefpn.& toss€LL /-Jepp✓ia (toLlrg,,, LL C) , whose address is /SI S(wrw, cRk AVE G}in,N c . , (the "Principal") do hereby designate Facility Solutions, LLC, whose address is 628 Main Street. Windsor, CO 80550, (the "Agent") as my/our attorney-in-fact and agent for the limited purpose set forth herein: TO ACT ON PRINCIPAL'S BEHALF AND IN PRINCIPAL'S NAME IN THE FILING AND PURSUE OF PROTESTS AND/OR APPEALS OF THE COUNTY ASSESSOR'S VALUATION(S) FOR THE PROPERTY/PROPERTIES LISTED BELOW, TO ADVOCATE FOR AND AGREE TD_A REVISED VALUATION FOR SAID PROPERTY/PROPERTIES AND, IF APPROPRIATE, TO PURSUE ABATEMENT OF TAXES PAID BY PRINCIPAL IN PREVIOUS YEARS FOR SAID PROPERTY/PROPERTIES. This Power of Attorney applies to assessments for the following parcel number(s): (1n72zzlCSoz t O 0-72z/lsnoI Principal hereby grants Agent full power and authority to do everything necessary in exercising the powers herein granted as frilly as Principal might or could do personally, with full power of substitution or revocation hereby ratifying and confirming all that Agent shall lawfully do or cause to be done by virtue of this power of attorney and the powers herein granted. This Limited Power of Attorney shall not be affected by Principal's disability or by the dissolution of Principal as an entity. This Limited Power of Attorney shall expire i l— 2 c: , 20(r. IN WITNESS WHEREOF, Principal has executed this Limited Power of Attorney this day of Ni 4 ] , ,20 to 3rmcipal STATE OF COLORADO ) ) ss. COUNTY OF 44 ) The forgoing Limited Power of Attorney was acknowledged before me this -el 7/ day of /71/9f , 20 /O by John//7/64DNc" ,,- Witness my ha ,Seal: My Commis or; .---e .- `i • 2-&-' ` //� �/f� PUB :` U! p�i��- ii.., Notary Public MyCom Evtan4 r.9H,Xrli pVi FACILITY SOLUTIONS it ��L 673`.':^s:,__; '....._o,1 Co'_rd,E.0550 CI'rcy,-r F,i°1 970 227 7568 . nm.'.^;a 970 420 1136 May 31st, 2010 Weld County Assessor 915 10 Street P.O. Box 758 Greeley, Colorado 80632 Subject: Property Tax Protest, Guardian Self Storage Parcel#080722215002 & Parcel# 0807221 I 5001 To Whom It May Concern, Please find attached an Income and Expense Pro Foima for the above mentioned property. We have chosen to use the"Income Approach" to show the actual value of the properties for the period in question. As you may recall the property was under construction and was not able to be rented on Jan 01 2009. The additional space was issued a Certificate of Occupancy in June of 2009. The income approach was used to illustrate the relative minimal increase in value due to the period of time necessary to lease up the additional space. Our records show that in Jan 2009 an overall vacancy rate of 44.6% and to reinforce the slow rate of lease up the overall vacancy remains at 27.7% in Jan of 2010 (Please reference attachment "A"). We have shown the value of the property from an income approach prior to the expansion (2007) and the value of the property from an income approach after (2009) (please see attachment "B" )and applied a capitalization rate of 9%-9.5% ( see attachment"C"investor survey). Our estimate of the two properties combined is $2,200,000 and your assessment is $2,713,805. We are requesting a reduction in the Actual value of$500,000 to be spread across the two parc 1 . ,,2 Sincerely, / . /° /, Adam M ck Principa Atch: 1. Agent Authorization (Limited Power of Attorney) 2. Attachments A,B,C Guardian Self Storage Orieinal 1 4899 2001 2 5000 2001 3 7400 2001 4 3800 2001 5 3450 2001 6 3640 2001 7 4800 2003 8 4800 2003 9 4800 2003 10 3000 2004 11 4800 2004 12 3200 2004 13 3200 2004 Total 56,789 Storage 55,050 New 1 20836 2008 2 6020 2008 6 8800 2008 35656 TOTAL 92,445 SF PLUS RV STORAGE Assessment Size $/SF Vac Rate Phase I Land $ 364,495 168,358 $ 2.16 Jan-07 3.2% Bldg $ 1,333,497 56,789 61.4% $ 23.48 Feb-08 4.3% Total $ 1,697,992 56,789 $ 29.90 Jan-09 44.6% Jan-10 27.7% Size S/SF Phase II Land $ 434,350 173,740 $ 2.50 Assume Ph I 10% Vacant, Bldg $ 581,463 35,656 38.6% $ 16.31 Then Phase II Vacant Total $ 1,015,813 35,656 $ 28.49 Jan-09 99.8% Jan-10 55.9% TOTALS $2,713,805 92,445 $29.36 Y Yw c } a M M x"- o `S N cv _ vii c 1 ^ se in o - o v� vii a [NI itra O O - V' N M N H N - N vl r- E.2% ? CO 0 Vl 0 - O ' O N - N a N N M "S iG N' N - N - N O O l�,i'1/2„i:; - .Y O J CON N N se x se SS SS w N N N c N .- ,-. C x E ' a Q o N ca w • • O O DO O vl V O - P O N V G� .- - „� a ut v M - - O� iG O O O N . E N w SS el CO SS 0 O vt b a c, C cn V M -- b N N rn Co N 0 0 0 O - O. N v1 h c-- l0 co S4 a M N N r- co O O O O N `-' 0 O o O N M O N V M - M V N V' N vl N in d' hr N N f SS >< Y? SS <F. 'F, 'A >< EP 0 '.0 V' .y V. C C ti- 7 en mC 'F, 'f, se x N F 'P, :!+ be. DO CO l� = O _ O c .7._ C Sc 64 64 L ti 4 G > e o O +O N in O N O m 0 0 0 O 4J — O N ' ^ N — 0 0 N [+1 v0 N N ^ N in O O O O F M co 'F, N N SS c O in N O — vl No — V' G, O G� Vt N M 0 CC N b GO N N ^ M a co N — O 0 Gl N ` CC O O O O S N C N C D P SS w [� O w — Vr' M � N O. O. �'` l0 N[� of — �p���iiii C rl M v G"CO N A, '.P, y;Se 'F. 'A VC C K 'A Se —N r-I N so , N "fl C X 54 M N N O 0•1 0 CJ '? v c v C CJ p o Gl vl O d' IC O N N G. O a — O 4l W C,i v) vl N Gl — N 1!1 O O O k p E' V U' Fa 0 O SS M N N C vl co a V' N in O — Gl MC" N VD O O O N O N CT (--.. — — in in a CO N in io a vi M — N a — Gl O O O C N — W M O' O M b u U N O a 0 `GS SS X 54 N u $ SS SS SS4 "0 O '.0 Vl M " M v Nl Se 'F. lF. Vr O C: c 6n Se Se Se SS N N C. 64 S0 Se C E 4 0 U H ' :2..."‘: O V O O N V1 q.. c.; G".' C 1.1 h h t, h --D % i - � DJ u - % '2-3 E L) C c E. LJ , o r-% c r = - U 'd U s u > c....) E,-., p U c ''� C n O G'r 0 > ,= U G O C �' vl c F 'j C 2 o , C o O e 2 E i c 0 O V = o C J V • C 7 OJ O E Z O O co X C `% an cmE / _ coF O / o V O F O r. � U U u P. o O U U V V a° o ca o y c E U U D v V Z Cl d6 • Cap Rates • • • • RealgRates:com INVESTOR SURVEY -ard Quarter 2008' SELF-STORAGE-MINI STORAGE Item Input I OAR Minimum Spread Over 10-Year Treasury 0.38% OCR Technique 0.90 0.059103 020 4.26 Debt Coverage Ratio 0.90 Band of Investment Technique Interest Rate 4.28% Mortgage 80% 90 53103 0.047282 Amortization 30 Equity 2201-: 043932 00 0.013640 Mortgage Constant 0.053103 OA 6.59— Loan-to-Value Rario 807 Surveyed Rates 6.26 Equity Dividend Rate 3.32% Maximum Spread Over 10 Year Treasury 4.48'/. OCR Technique 1.95 0.117138 0.80 13.71 Debt Coverage Ratio 1.35 Band of Investment Technique Interest Rate 8.36% P-0o rtgage 80%. 0.117186 0.070312 Amortization 15 Equity 40% 0147400 110.58960 Mortgage Constant 0.117131.1 OAR 12.93 Loan-to-Value Ratio 60% Surveyed Rates 12_28 Equity Dividend Rate 14.74%. Average Spread Over 10-YearTreasury 2.63% OCR Technique 1.38 0.085136 0.70 8.19 Debt Coverage Ratio 1.3"c Band of Investment Technique Interest Rate 856% Mortgage 70% 0.035136 0059595 Arnortiz attar, 23 Equity 30% 0.117590 0.035277 Mortgage Constant 0.0;5136 OAR 9.49 Loan-to-Value Ratio 70% Surveyed Rates 10.40 Equity Dividend Rate 11.76% '2nd Ovn rtur 20,43 Gala Cop,right 2001 PenityPnt rz.com^' Page 1 t‘e. CLERK TO THE BOARD PHONE (970) 356-4000 EXT 4226 FAX: (970) 352-0242 WEBSITE: www.co.weld.co.us 915 10TH STREET P.O. BOX 758 GREELEY, COLORADO 80632 �i COLORADO July 23, 2010 POULSEN LLC 151 S OAK EATON, CO 80615 Parcel No.: 080722215002 Account No.: R4096106 Dear Petitioner(s): The Weld County Board of Equalization has set a date of July 30, 2010, at or about the hour of 3:15 PM, to hold a hearing on your valuation for assessment. This hearing will be held at the Weld County Centennial Center, First Floor Hearing Room, 915 10th 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, 2010, and mailed to you on or before August 10, 2010. Because of the volume of cases before the Board of Equalization, all cases shall be limited to 15 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. 2010-1658 AS0076 POULSEN LLC - R4096106 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 FACILITY SOLUTIONS 628 MAIN STREET WINDSOR, CO 80550 2010-1658 AS0076 Hello