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HomeMy WebLinkAbout20082402.tiff al 1� a 2008 WELD COUNTY PROPERTY ASSESSMENT STUDY .77 4 } 1• - {, ,k M R to � t S { I f • "�,'•2t 'I� n.•� • Zt: '.Y • 6 II 1 ROCKY MOUNTAIN VALUATION SPECIALISTS Ccni%-7\Ay- AGt-A1,04 c7�-tea 0Z CA- ROCKY MOUNTAIN CI-__._-. VALUATION SPECIALISTS September 15, 2008 Mr. Mike Mauer Director of Research Colorado Legislative Council Room 029,State Capitol Building Denver, Colorado 80203 RE: Final Report for the 2008 Colorado Property Assessment Study for Colorado's sixty four counties Dear Mr. Mauer: Rocky Mountain Valuation Specialists LLC is pleased to submit the Final Reports for the 2008 Colorado Property Assessment Study for all sixty four counties that make up the State of Colorado. These reports represent the result of a two-part analysis and audit for each county: A procedural analysis and a statistical analysis. The procedural analysis, for each county, included all classes of property and specifically looked at how the assessor developed economic areas, confirmed and qualified their sales, developed their time adjustments, and performed their periodic physical property inspections. 'the audit also reviewed the procedures for discovering, classifying and valuing agricultural outbuildings, discovering subdivision build-out and subdivision discounting procedures. Valuation methodology for residential properties and commercial properties was examined. Procedures for producing mines, oil and gas leaseholds and lands producing, producing coalmines, producing earth and stone products, severed mineral interests, and non-producing patented mining claims were also reviewed. Starting in 2007, procedural analyses of agricultural outbuildings were performed for each county. ROCKY MOUNTAIN VALUATION SPECIALISTS Statistical analysis was also performed, for each county, on vacant land, residential properties, commercial/industrial properties, and agricultural land. A statistical analysis was performed to check for personal property compliance on the top 11 counties: Adams, Arapahoe, Boulder, Denver, Douglas, I il Paso, Jefferson, I.arimer, Mesa, Pueblo, and Weld. All other counties received a procedural study. Throughout this project RMVS has remained committed to its belief that for an ad valorem system to be successful, values must be equitable and market-driven in all parts of Colorado. Only then is the taxpayer assured of a fair property tax. RMVS appreciates the opportunity to be of service to the State of Colorado. 04th Mark R. I Anne MAI, CAE,ASA, CRE, FRICS Managing Director Rocky Mountain Valuation Specialists LLC ROCKY MOUNTAIN VALUATION SPECIALISTS TABLE OF CONTENTS Introduction 3 Regional/Historical Sketch of Weld County 5 Ratio Analysis 7 Time Trending Verification 9 Sold/Unsold Analysis 10 Agricultural Land Study 12 Agricultural IAnd 12 Agricultural Outbuildings 13 Sales Verification 14 Economic Area Review and Evaluation 13 Natural Resources 16 Vacant Land 17 Subdivision Discounting 17 Possessory Interest Properties 18 Personal Property Audit 19 RMVS Auditor Staff 21 Appendices 22 2008 Weld County Property Assessment Study— Page 2 ROCKY MOUNTAIN VALUATION SPECIALISTS INTRODUCTION do not reflect the proper valuation period II Colorado level of value. C.R.S. 39-1-1U4 (16)(a)(b) and (c) outlined The Colorado Constitution directs that each how this was to be accomplished by stating property tax levy shall be uniform upon all real and personal property not exempt from that during each property tax year, the director of research of the legislative council taxation. The constitution goes on to direct shall contract with a private person for a that the actual value of all applicable real for assessment study to he and personal property shall be determined conducted as set forth in this subsection under general laws, which shall prescribe (16). The study shall be conducted in all such methods and regulations as shall secure counties of the state to determine whether just and equalized valuations (Colo. Cons[.' or not the assessor of each county has, in Art. X, Sec. 3 (1)(a)). fact, used all manuals, formulas, and other directives required by law to arrive at the In order to check that all applicable valuation for assessment of each and every property has been valued with just and class of real and personal property in the equalized valuations, the Constitution states hat commencing in 1983 the general county. The person conducting the study shall sample each class of property in a assembly shall cause a valuation for statistically valid manner, and the aggregate assessment study to be conducted. Such of such sampling shall equal at least one study shall determine whether or not the percent of all properties in each county of assessor of each county has complied with the state. The sampling shall show that the the property tax provisions of this various areas, ages of buildings, economic constitution and of the statutes in valuing conditions, and uses of properties have been property and has determined the actual sampled. Such study shall he completed, value and valuation for assessment of each and a final report of the findings and and every class of taxable real and personal conclusions thereof shall be submitted to property consistent with such provisions. the state board of equalization, by Such study shall sample at least one percent September 15 of the year in which the study of each and even class of taxable real and is conducted. personal property in the county (Colo. Cons[., Art. X, Sec. 3 (2)(a)). The legislative council sets forth two criteria The State Board of liqualization (SBOE) that are the focus of the audit group: reviews assessments for conformance to the Constitution. The SBOE will order To determine whether each county assessor revaluations for counties whose valuations is applying correctly the constitutional and 2008 Weld County Property Assessment Study—Page 3 • ROCKY MOUNTAIN VALUATION SPECIALISTS statutory provisions, compliance out and subdivision discounting procedures. requirements of the State Board of Valuation methodology for vacant land, Equalization, and the manuals published by improved residential properties and the State Property Tax Administrator to commercial properties s exam ned. arrive at the actual value of each class of Procedures for producing mines, oil and gas property. leaseholds and lands producing, producing coal mines, producing earth and stone To determine if each assessor is applying products, severed mineral interests and non- correctly the provisions of law to the actual producing patented mining claims are also values when arriving at valuations for reviewed. assessment of all locally valued properties subject to the property tax. Statistical analysis is performed on vacant land, residential properties, commercial The property assessment audit conducts a industrial properties, agricultural land, and two-part analysis: A procedural analysis and personal property. The statistical study a statistical analysis. results are compared with State Board of Equalization compliance requirements and The procedural analysis includes all classes the manuals published by the State Property of property and specifically looks at how the Tax Administrator. assessor develops economic areas, confirms and qualifies sales, and develops time RMVS has completed the Property adjustments. The audit also examines the Assessment Study for 2008 and is pleased to procedures for adequately discovering, report its findings for Weld County in the classifying and valuing agricultural following report. outbuildings, discovering subdivision build- 2008 Weld County Property Assessment Study—Page 4 41) ROCKY MOUNTAIN VALUATION SPECIALISTS REGIONAL / HISTORICAL SKETCH OF WELD COUNTY Regional Information South Platte and Arkansas rivers on the east side of the Rockies. Weld County is located in the Front Range region of Colorado. The Colorado Front The Front Range includes Adams, Range is a colloquial geographic term for Arapahoe, Boulder, Broomfield, Denver, the populated areas of the State of Colorado Douglas, El Paso, Jefferson, Larimer, which are just east of the foothills of the Pueblo, and Weld counties. The Colorado Front Range, from which the region takes Front Range communities include (in a its name. The region contains the largest roughly north-to-south order): Fort Collins, cities and the majority of the population of Greeley, Loveland, Longmont, Boulder, Colorado, aligned in a north-south Denver-Aurora Metropolitan Area, Castle configuration on the western edge of the Rock, Colorado Springs, Pueblo. Great Plains, where they meet the Rockies. Geologically, the region lies mostly within the Colorado Piedmont, in the valley of the - " . . ' - rm.v -. , ,.... , VtI)G\V 1('K , LOGAN '•4 01 Al F IVtIKf 1 �lt+ l• •� 1.•4i .., ♦1 1 ItiCRS411 11r _ PHIL tin 1{ �—_CI , _ . — }--7 — 41 .. ..wet ' aot,wit - � - - - W'ASt INGIO`. tl Eastern Plains tI �. _ petern Slo ;1 rlt:.. . aliu m KIT LARSON \` 37 1 . tlkcoI• IF i% it CHFVMNt..• irL ICs..• OtOw►h illt•'eu a3 A.-Ks IF • . . t....._.� _ lY<1SI! • « WNW t at sa I A. 4 V 2008 Weld County Property Assessment Study — Page 5 10 ROCKY MOUNTAIN _..-_ VqLUgTION SPECIALISTS Historical Information Weld County has a population of The county seat is Greeley, named for approximately 236,857 people with 45.3 people per square mile, according Horace Greeley c of the editor, York Tribune, U.S. Census Bureau's 2006 estimated Meeker,wheke agricultural pess with C. population data. was so impressed with the agricultural potential of the area that he Weld Count r, one of the original seventeen began a publicity campaign in the paper to found a colony. This group, known as The territorial counties, was established in 1861 with an area of 4,002 square miles. The Union Colony, bought a town site and county was named for Lewis Ledyard Weld, named it in Greeley's Pla Names, (William Bright,o Colorado Place Kamen, 8 Edition, the first secretary of Colorado Territory. Johnson Books, 2004, p.184 and 78) e 0. MOffAI SNGurC IOOTT LOGAN 'Cr M C,& . H JACKSON URYI N Noyeer S 3f y5 • We '11.'1'74I• ff O..I)&NrJ• FI Co RI PHILIPS Meet.. Greeley MO4GAN RIO RUNCO . 4453 3f r n RWpan I».y GRAND ROULD FO • Sv�7iNt buWu VUMA Mr E••,•• J+ Gov, f fp A ADAM Q tor coo[wf WASNINGION M'f5 3 51 ._• - n.. +f ARAPAKOf �........ ��.vie Ra' .iwa ]f II UM' &'rirgpn f R / I KIT I.ARSON u I „"'• LINCOLN 1 -` o . W'mJ. Je.v.e+ ow, N 4e/re fl PASO CNEYPNNK-) 1+ ✓ MONT. „„ r - - "I 4/ M.N[. RIOWA `11 '.. f Ci0WLEY It dl .f .t.•""•• u^ye 11>'M PUEBLO •J. ,_/ CUl STd • ... ms 61 Oo +rte I I : rw,v • SENT ...v OTERO 'ROWERS I NUERfANO a N T• fi V+ • ]R +5TLU ")".••e JAS AN 3 YAS INCA . ` 2008 Weld County Property Assessment Study —Page 6 ROCKY MOUNTAIN STS VALUATION SPECIALISTS RATIO ANALYSIS Methodology failed by these latter measures, but were All significant classes of properties were counseled if there were anomalies noted analyzed. Sales were collected for each during our analysis. Qualified sales were proper class over the appropriate sale based on the qualification code used by each county, which were typically coded as either period, which was typically defined as the "Q" or "C." The ratio analysis included all 18-month period between January 2005 and June 2006. Counties with less than 30 sales sales. The data was trimmed for counties typically extended the sale period back up to with obvious outliers using IAAO standards 5 years prior to June 30, 2006 in 6-month for data analysis. In every case, we increments. If there were still fewer than 30 examined the loss in data from trimming to ales, supplemental appraisals were insure that only true outliers were excluded. Any county with a significant portion of performed and treated as proxy sales. Residential sales for all counties using this sales excluded by this trimming method method totaled at least 30 per county'. For were examined further. No county was commercial sales, the total number analyzed allowed to pass the audit if more than 5% of was allowed, in some cases, to fall below 30. the sales were "lost" because of trimming. For the largest 11 counties, the residential There were no sale quantity issues for counties requiring vacant land analysis or a o statistics were broken down by condominium analysis. Although it was economic area as well. required that we examine the median and Conclusions coefficient of dispersion for all counties, we For this final analysis report, the minimum also calculated the weighted mean and price- acceptable statistical standards allowed by related differential for each class of the State Board of Equalization are: property. Counties were not passed or ALLOWABLE STANDARDS RATIO GRID Unweighted Coefficient of Property Class Median Ratio Dispersion Commercial/industrial Between .95-1.05 Less than 20.99 Condominium Between.95-1.05 less than 15.99 Single Family Between .95-1.05 less than 15.99 Vacant Land Between .95-1.05 Less than 20.99 2008 Weld County Property Assessment Study — Page 7 4) ROCKY MOUNTAIN VALUATION SPECIALISTS The results for Weld County are: Weld County Ratio Grid Number of Unweighted Price Coefficient Qualified Median Related of Time Trend Property Class Sales Ratio Differential Dispersion Analysis Cl,mmcrcial/industrial 197 0.975 1.025 10 Compliant Condominium N/;\ N/;\ N/.\ N/;\ N/A Single Family 11,391 0.971 1.007 7.6 Compliant Vacant IAnd 210 0.999 1.018 10.4 Compliant Ratio Statistics SALE Weighted Price Related Coefficient of ECON AREA COUNT Median Mean Differential Dispersion 0 974 .971 .966 1.006 2 2,645 .970 .965 1.007 .076 3 2,591 .979 .974 1.007 .071 4 635 .966 .955 1.009 .089 5 120 .971 .967 1.007 .119 6 7 8 9 1,960 .970 .966 1.012 .092 57 .973 .955 1.025 .138 54 .961 .975 1.014 .150 276 .973 .976 1.009 .086 NONE SPECIFIED* 719 .966 .968 .997 .042 Overall 10,031 .971 .968 1 007. .076 RATIO=CURRENT ASMT/TASP After applying the above described compliance with S13O1 DPT, and methodologies, it is concluded from the Colorado State Statute valuation guidelines. sales ratios that Weld County is in Recommendations None 2008 Weld County Property Assessment Study—Page 8 • ROCKY MOUNTAIN VALUATION SPECIALISTS TIME TRENDING VERIFICATION Methodology and a further examination is warranted. While we recommend that counties use the This validation methodology also considers inverted ratio regression analysis method to the number of sales and the length of the account for market (time) trending, some sale period. Counties with few sales across counties have used other [AAO-approved the sale period were carefully examined to methods, such as the weighted monthly determine if the statistical results were valid. median approach. We are not auditing the Coriclusloris methods used, but rather the results of the After verification and analysis, it has been methods used. Given this range of determined that Weld County has complied methodologies used to account for market with the statutory requirements to analyze trending, we concluded that the best the effects of time on value in their county. validation method was to examine the sale Weld County- has also satisfactorily applied ratios for each class across the appropriate the results of their time trending analysis to sale period. To he specific, if a county has arrive at the time adjusted sales price considered and adjusted correctly for (TASP). market trending, then the sale ratios should Recommendations remain stable (i.e. flat) across the sale period. if a residual market trend is None detected, then the county may or may not have addressed market trending adequately, I 2008 Weld County Property Assessment Study —Page 9 ROCKY MOUNTAIN VALUATION SPECIALISTS SOLD / UNSOLD ANALYSIS Methodology unsold sample. This sample was at least I of the total population of unsold properties Weld County was tested for the equal and excluded any sale properties. The treatment of sold and unsold properties to unsold sample was filtered based on the insure that"sales chasing" has not occurred. attributes of the sold dataset to closely The auditors employed a multi-step process correlate both groups. The ratio analysis to determine if sold and unsold properties was then performed on the unsold were valued in a consistent manner. properties and stratified. The median and mean ratio distribution was then compared All qualified residential and commercial between the sold and unsold group. A non- class properties were examined using the parametric test such as the Mann-AX'hitney unit value method, where the actual value test for differences between independent per square foot was compared between sold samples was undertaken to determine and unsold properties. A class was whether any observed differential was considered qualified if it met the criteria for significant. If this test determined that the the ratio analysis. The median value per unsold properties were treated in a manner square foot for both groups was compared similar to the sold properties, it was from an appraisal and statistical perspective. concluded that no further testing was If no significant difference was indicated, warranted and that the county was in then we concluded that no further testing compliance. was warranted and that the county was in compliance in terms of sold/unsold If a class or sub-class of property was consistency. determined to be significantly different by this method, the final step was to perform a If either residential or commercial multi-variate mass appraisal model that differences were significant using the unit developed ratio statistics from the sold value method, or if data limitations made properties that were then applied to the the comparison invalid, then the next step unsold sample. This test compared the was to perform a ratio analysis comparing measures of central tendency and the 2006 and 2008 actual values for each confidence intervals for the sold properties qualified class of property. All qualified with the unsold property sample if this vacant land classes were tested using this comparison was also determined to be method. The sale property ratios were significantly different, then the conclusion arrayed using a range of 0.8 to 1.5, which was that the county had treated the unsold theoretically excluded changes between properties in a different manner than sold years that were clue to other unrelated properties. changes in the property. These ratios were also stratified at the appropriate level of These tests were supported by both tabular analysis. Once the percent change was and chart presentations, along with saved determined for each appropriate class and sold and unsold sample files. sub-class, the next step was to select the 2008 Weld County Property Assessment Study—Page 10 ROCKY MOUNTAIN VALUATION SPECIALISTS Sold/Unsold Results Property Class Results Compliant Commercial/industrial N/A Condominium • Compliant Single Family Compliant Vacant Land Conclusions Recommendations After applying the above described None methodologies, it is concluded that Weld County is reasonably treating its sold and unsold properties in the same manner. 2008 Weld County Property Assessment Study—Page 11 410 ROCKY MOUNTAIN VALUATION SPECIALISTS AGRICULTURAL LAND STUDY Acres By Subclass Value By Subclass Sprinkler Waste 4% 35.000.000 ar 30,000,000 Flood 13% 25,000,000 20 000,000 15 000,000 Dry 28%m 10 000,000 r I-' r' aMit 5000000 Grazing ,, rl i, • • 0 50z Sprinkler Flood Dry Farm Meadow Grazing Waste Meadow Hay Hay 1% Agricultural Land County records were reviewed to determine capacities, and expenses. Records were also major land categories such as irrigated farm, checked to ensure that the commodity dry farm, meadow hay, grazing and other prices and expenses, furnished by the lands. In addition, county records were Property Tax Administrator (PTA), were reviewed in order to determine if: Aerial applied properly. (See Assessor Reference photographs arc available and are being library Volume 3 Chapter 5.) used; soil consen-ation guidelines have been Conclusions used to classify lands based on productiyin-; crop rotations have been documented; An analysis of the agricultural land data npical commodities and yields have been indicates an acceptable appraisal of this determ ned; orchard lands have been property type. Directives, commodity properly classified and valued; expenses prices and expenses provided by the PTA reflect a ten year average and are typical were pmperk applied. County yields landlord expenses; grazing lands have been compared favorably to those published by properly classified and valued; the number Colorado Agricultural Statistics. I;xpenses of acres in each class and subclass have used by the county were allowable expenses been determined; the capitalization rate was and were in an acceptable range. Grazing properly applied. Also, documentation was lands earning capacities were in an required for the valuation methods used and acceptable range. The data analyzed any locally developed yields, carping resulted in the following ratios: 2008 Weld County Property Assessment Study—Page 12 ROCKY MOUNTAIN VALUATION SPECIALISTS Weld County Agricultural Land Ratio Grid Number County County RMVS Abstract O1 Value Assessed Total Code Land Class Acres Per Acre Total Value Value Ratio 410%' Sprinkler 85,365 68.91 5,882,413 6,081,926 0.97 4117 14uod 259,440 12(1.67 31,306,599 32,6(16,900 11.96 41r Drc Farm 558,312 12.77 7,129,930 7,721,884 0.92 41r NI each nc l lay 15,558 40.41 628,708 628,708 1.00 4147 Grazing 964,546 4.82 4,646,035 4,646,035 1.00 4167 ANastc 81,006 1.63 132,277 132,277 1.00 Total/Avg 1,964,227 25.32 49,725,961 51,817,729 0.96 Recommendations N one Agricultural Outbuildings Methodology Conclusions 1 A sample of various use types of agricultural Weld County has developed a written plan I outbuildings with varying ages was reviewed for the implementation of the to see if the guidelines found in the recommended procedures provided Iw the Assessor's Reference Library (\RI.) Volume Division of Property Taxation for the 3, pages 5.73 through 5.78 were being valuation of agricultural outbuildings. followed. Recommendations N one i 2008 Weld County Property Assessment Study—Page 13 10 ROCKY MOUNTAIN VALUATION SPECIALISTS SALES VERIFICATION According to Colorado Revised Statutes: 1 he assessor is required to use sales of real property only in the valuation process. -i representative body of sales is required when considering the market approach to appraisal. (8)(J) .Such true and typical sales shall include only those sales which hare been determined on an (8) In any case in which sales prices of comparable individual basis to reflect the selling price of the real properties within any class or subclass are utilised property only or which hare been adjusted on an when considering the market approach to appraisal individual basis to reflect the selling price of the real in the determination of actual value of any taxable property only. (39-1-103, C.R.S.) property, the firllowigg limitations and conditions shall apply: Part of the Property Assessment Study is the sales verification analysis. RMVS has (a)(I) Use of the market approach shall require a used the above-cited statutes as a guide in representative body of sales, including sales by a our study of the county's procedures and lender or government, sufficient to set a pattern, and practices for verifying sales. appraisals shall reflect due consideration of the I degree of comparability of sales, including the extent RMVS reviewed the sales verification h of similarities and dissimilarities among properties procedures in 2008 for Weld County. This I that are compared far assessment purposes. In order study was conducted by checking selected I to obtain a reasonable sample and to reduce sudden sales from the master sales list for the price changes or fluctuations, all sales shall he valuation period. Specifically RMVS I included in the sample that reasonably reflect a true selected 45 sales listed as unqualified. or typical sales price during the period specified in section 39-1-104 (10.?). .Sales of perconal property All but nvo of the sales selected in the exempt pursuant to the provisions et sections 39-3- sample gave reasons that were clear and 102, 39-3-103, and 39-3-119 to 39-3-122 shall supportable. Two sales had insufficient not be included in any such sample. documentation. Conclusions (h) Each such sale included in the .sample shall be Weld County appears to be doing a good coded to indicate a typical, negotiated sale, as o of verifying their sales. There are no screened and verified by the assessor: (39-1-103, ) recommendations. C.fz.S.) Recommendations None 2008 Weld County Property Assessment Study— Page 14 ROCKY MOUNTAIN VALUATION SPECIALISTS ECONOMIC AREA REVIEW AND EVALUATION Methodology adequatel identified homogeneous Weld County has submitted a written economic areas comprised of smaller narrative describing the economic areas that neighborhoods. Each economic area make up the county's market areas. Weld defined is equally subject to a set of County has also submitted a map illustrating economic forces that impact the value of these areas. Each of these narratives have he proper es within that geographic area been read and analyzed for logic and and this has been adequately addressed. appraisal sensibility. The maps were also Each economic area defined adequately compared to the narrative for consistency delineates an area that will give "similar values for similar properties in similar between the written description and the map. areas." Conclusions Recommendations After review and analysis, it has been None determined that Weld County has 2008 Weld County Property Assessment Study— Page 15 ROCKY MOUNTAIN VALUATION SPECIALISTS NATURAL RESOURCES Earth and Stone Products Producing Oil and Gas Procedures Methodology Methodology Under the guidelines of the Assessor's The Colorado Revised Statues (CRS) in Reference Library (ARI), Volume 3, Article 39, Section 7, and the Assessor's Natural Resource Valuation Procedures, the Reference Library (ARL), Volume 3 were income approach was the primary method the basis for valuing the production of gas applied to find value for production of earth property. For gas, the gross volume of and stone products. The number of tons thousand cubic feet (NICE) sold was was multiplied by an economic location multiplied by the current average field price factor that represented the landlord's per unit sold. For Oil, the gross volume of rocaln'. The landlord's share was multiplied barrels sold was multiplied by the current by a recommended Hoskold factor to average field price per unit sold. Any federal, state or local government ownership factor determine the actual value. The Hoskold (royalty) was deducted from the gross value factor was determined by the life of the reserves, or the lease. The value was sold to arrive at actual value. primarily based on two variables: life and Conclusions tonnage. The operator determines these County oil gas production using since there is no other means to obtain County valued appraisal l andpr gas prod 1acceptable s. production data through any state or private agency. Recommendations: Conclusions None County has applied the correct formulas and state guidelines to earth and stone production. Recommendations None 2008 Weld County Property Assessment Study — Page 16 ROCKY MOUNTAIN VALUATION SPECIALISTS VACANT LAND Subdivision Discounting In 2008 subdivisions were reviewed in Weld plat, the absorption period was left County. The review showed that unchanged. subdivisions were discounted pursuant to the Colorado Revised Statutes in Article 39- Conclusions 1-103 (14) and by applying the Weld County has implemented proper recommended methodology in ARI. Vol 3, procedures to adequately estimate Chap 4. Subdivision Discounting in the absorption periods, discount rates, and lot intervening year was accomlished by values for qualifying subdivisions. reducing the absorption period by one year. In instances where the number of sales Recommendations within an approved plat was less than the None absorption rate per year calculated for the 2008 Weld County Property Assessment Study —Page 17 110 ROCKY MOUNTAIN VALUATION SPECIALISTS POSSESSORY INTEREST PROPERTIES Possessory interest property discovery and interest properties. The county has also valuation is described in the Assessor's been queried as to their confidence that the Reference Library (ARI.) Volume 3 section possessory interest properties have been 7 in accordance with the requirements of discovered and placed on the tax rolls. 39-1-103 (17)(a) (11) C.R.S. Possessory Conclusions Interest is defined by the Property Tax Weld County has implemented a discover Administrator's Publication AM, Volume 3, process to place possessory interest Section 7: A private property interest in properties on the roll. They have also government-owned property or the right to in correctly and consistently applied the the occupancy and use of any benefit government-owned property that has been correct procedures and valuation methods ( granted under lease, permit, license, in the valuation of possessory interest properties. concession, contract, or other agreement. Recommendations Weld County has been reviewed for their None procedures and adherence to guidelines when assessing and valuing possessory 1 2008 Weld County Property Assessment Study—Page 18 ROCKY MOUNTAIN VALUATIO N SPECIALISTS PERSONAL PROPERTY AUDIT Weld County was studied for its procedural counties to be included in this study arc compliance with the personal property Adams, Arapahoe, Boulder, Denver, assessment outlined in the Assessor's Douglas, El Paso,Jefferson, Lorimer, Mesa, Reference Library (ARL) Volume 5, and in Pueblo, and Weld. All other counties the State Board of Equalization (SBOE) received a procedural study. requirements for the assessment of personal property. The SBOF requirements are Weld County is compliant with the outlined as follows: guidelines set forth in ARL Volume 5 regarding discovery procedures, using the Use ARI, Volume 5 including current following methods to discover personal discover}-, classification, and documentation property accounts in the county: procedures, and including current economic lives table, cost factor tables, depreciation • Public Record Documents table, and level of value adjustment factor • NILS Listing and/or Sold Books table. • Chamber of Commerce/Economic The personal property audit standards Development Contacts narrative must he in place and current. A • Local Telephone Directories, listing of businesses that have been audited Newspapers or Other Local by the assessor within the twelve-month Publications period reflected in the plan is given to the • Persona Observa on, Physical auditor. The audited businesses must be in Canvassing or Word of Mouth conformity with those described in the plan. • Questionnaires, Letters and/or Phone Calls to Buyer, Seller and/or Aggregate ratio will be determined solely Realtor from the personal property accounts that have been physically inspected. The The county uses the Division of Property minimum assessment sample is one percent Taxation (DPT) recommended classification or ten schedules, whichever is greater, and and documentation procedures. The DPT's the maximum assessment audit sample is recommended cost factor tables, 100 schedules. depreciation tables and level of value adjustment factor tables are also used. Lor the counties having over 100,000 population, RMVS selected a sample of all Weld County submitted their personal personal property schedules to determine property written audit plan and was current iwhether the assessor is correctly applying for the 2008 valuation period. The number the provisions of law and manuals of the and listing of businesses audited was also iProperty Tax Administrator in arriving att submitted and was in conformance with the he assessment levels of such property. This written audit plan. The following audit sample was selected from the personal triggers were used by the county to select property schedules audited by the assessor. accounts to be audited: In no event was the sample selected by the contractor less than 30 schedules. The 2008 Weld County Property Assessment Study—Page 19 ROCNV MOUNTAIN VALUATION SPECIALISTS • Businesses in a selected area • Accounts with obvious discrepancies Weld County's median ratio is 1.00. This is • New businesses filing for the first in compliance with the State Board of time Itqualization (SBOE) compliance • Accounts with greater than 10% requirements which range from .90 to 1.10 change with no COD requirements. • Incomplete or inconsistent declarations Conclusions • Accounts with omitted property Weld County has employed adequate • Same business type or use discovery, classification, documentation, • Businesses with no deletions or valuation, and auditing procedures for their additions for 2 or more years personal property assessment and is in • Non-filing Accounts - Best statistical compliance with SBOE Information Available requirements. • Accounts close to the $2,500 actual Recommendations value exemption status • Accounts protested with substantial None disagreement 2008 Weld County Property Assessment Study—Page 20 ROCKY MOUNTAIN VALUATION SPECIALISTS RIMS AUDITOR STAFF Mark Linne, MAI, CRE, CAE, ASA, FRICS, Corporate AManaging Director of RAH'S Suzanne J. Howard, Audit Manager for RAIVV Uwe Hohoff, Chit] Statistic rn"Or RAP S, Audit Dipirion James Gresham,Audit Chief Data Analyst for RAIL S Garth Thimgan, CAE, General Audit Support and Consultant for RA1 VS' Helen D. Powszukiewicz, General Audit.S'upport Administrative Assistant Carl W. Ross, Agricultural Coordinator and Supervisor.*RAIL IV Cathie E. Ross, General Audit Suppod Administrative Assistant Katie Linne, Admmzltrative Assistant r 2008 Weld County Property Assessment Study—Page 21 ROCKY MOUNTAIN VALUATION SPECIALISTS APPENDICES 2008 Weld County Property Assessment Study—Page 22 ROCKY MOUNTAIN VALUATION SPECIALISTS STATISTICAL ANALYSIS WELD COUNTY 2008 I. OVERVIEW Weld County is located in northeastern Colorado. The County has a total of 120,086 real property parcels based on the data submitted by the County Assessor's office in 2008, The breakdown by property type is listed in the table below. PROPERTY TYPE Frequency Percent VACANT LAND 17,729 14.8 RESIDENTIAL 69,718 58.1 COMMERCIAL 3,664 3.1 INDUSTRIAL 545 5 OTHER 28,430 237 Total 120,086 100.0 Vacant Land The vacant land class of properties has a total of 17,729 parcels. The majority (84/) of these parcels have a residential (100,1112) subclass code. The remaining vacant parcels are a mix of commercial/industrial, multi-family, Kill and mobile home, or have a subclass code that is delineated by the acreage of the parcel. 2008 Weld County Property Assessment Study—Page 23 110 ROCKY MOUNTAIN VALUATION SPECIALISTS SUBCLASS CODE Frequency Percent 100 Residential Lots 13,693 77.2 200 Commercial Lots 871 4.9 300 Industrial Lots 257 1 4 400 PUD Lots 402 2.3 510 Less Than 1.0 ACRES 87 5 520 1.0 to 4.99 ACRES 106 6 530 5.0 to 9.99 ACRES 32 2 540 10.0 to 34.99 ACRES 35 2 550 35.0 to 99.99 ACRES 24 1 560 100.0 ACRES and Up 2 0 1112 Single Family Residence Land 1,279 7 2 1115 Duplexes-Triplexes Land 1 .0 1120 Multi-Units(4-8)Land 4 0 1125 Multi-Units(9&Up)Land 4 .0 1135 Manuf Housing(Mobile Homes)Land 889 5.0 1140 Manuf Housing(Land,Park,Etc.)Land 43 .2 Total 17,729 100.0 Residential The residential subclass category has a total of 69,718 parcels. Over 92% of the parcels have a single-family residential (1212) subclass code. The remaining parcels in this category are multi- unit, condominium and mobile home properties. SUBCLASS CODE Frequency Percent 1212 Single Family Residence 64,285 92.2 1215 Duplexes-Triplexes 987 1.4 1220 Multi-Units(4-8) 647 .9 1225 Multi-Units(9&Up) 142 2 1230 Condominiums 3,541 5.1 1235 Manuf Housing(Mobile Homes) 115 .2 1240 Manuf Housing(Land, Park, Etc.) 1 .0 Total 69,718 100.0 Commercial/Industrial 'the commercial/industrial subclass category has a total of 4,209 properties. This category represents 3.6% of the total real property inventors-. The majority (87%) of these parcels have a commercial use. The breakdown by subclass code is listed below. 2008 Statistical Report: \VI1].D COl'IN1I Page 24 F ROCKY MOUNTAIN VALUATION SPECIALISTS SUBCLASS CODE Frequency Percent 2112 Merchandising 11 .3 2120 Offices 8 .2 2125 Recreation 12 .3 2130 Special Purpose 40 1.0 2135 WareHouse/Strg 17 .4 2212 Merchandising 732 17.4 2215 Lodging 37 9 2220 Offices 708 16.8 2225 Recreation 41 1.0 2230 Special Purpose 1,012 24.0 2235 WareHouse/Strg 1,041 24.7 2245 Commercial Condo 5 .1 3112 Contract/Service 5 .1 3115 Manuf/Processing 21 .5 3212 Contract/Service 223 5.3 3215 Manuf/Processing 292 6.9 3230 Industrial Condos 3 .1 3410 Industrial Personal Property 1 .0 Total 4,209 100.0 Other The majority of the remaining 28,430 parcels have an agricultural subclass code. II. SALES FILE The sale file provided by the Weld County Assessor's Office contained 14,021 real property sales between the dates of_January 2005 and June 2006. The breakdown of sales activity by sale month and year is as follows: 2(108 Statistical Report:\X III) U1CATl' Page 23 • ROCKY MOUNTAIN VALUATION SPECIALISTS Count SALE YEAR 2005 2006 Total SALE January 616 539 1,155 MONTH February 667 628 1,295 March 860 843 1,703 ( April 835 757 1,592 1 May 947 840 1,787 1 June 905 868 1,773 4 July 849 0 849 1 August 971 0 971 September 872 0 872 October 649 0 649 ' November 705 0 705 December 670 0 670 Total 9,546 4,475 14,021 1( 1 Once the sales were edited to keep the most recent sale, transactions that were coded as i unqualified by the County were excluded from the analysis. The following table provides a breakdown of the qualified and unqualified sales. 1, A SALE INVESTIGATION CODE Frequency Percent QUALIFIED 11,391 84.9 UNQUALIFIED 2,024 15.1 Total 13,415 100.0 There were 11,391 sales that were classified as qualified. The breakdown of the sales by current property type is listed below. 2008 Statistical Report:WC-ELL)COI'NT)! Page 26 f 4 ROCKY MOUNTAIN VALUATION SPECIALISTS SALE TYPE Frequency Percent VACANT 217 19 VACANT SALE WITH NON-VACANT LAND SUBCLASS 915 8.0 RESIDENTIAL 10,038 88.1 COMM/IND 197 1.7 IMPROVED SALE WITH VACANT SUBCLASS 2 0 OTHER Total 22 .2 11,391 100.0 III. RESIDENTIAL SALES RESULTS l'or the residential analysis, 10,038 sales between the dates January 2003 and June 2006 were analyzed. A break-down of the sales by subclass is listed below. SUBCLASS CODE Frequency Percent 1212 Single Family Residence 9,180 91.5 1215 Duplexes-Triplexes 141 14 1220 Multi-Units (4-8) 45 4 1225 Multi-Units(9&Up) 5 .0 1230 Condominiums 663 6.6 1235 Manuf Housing (Mobile Homes) 4 0 Total 10,038 100.0 *Note:4 sales with a subclass code 1235 were excluded from the analysis. These sales were used to perform a sales ratio analysis to determine whether the statutory guidelines for the level and quality of the assessments have been satisfied. In order to perform a sales ratio analysis all sales must reflect market conditions as of June 30, 2006. Based on an examination of the sales file, the County applied time adjustments to the sales during this time period. The following graph illustrates the various time adjustment factors applied to the residential sales. 20118 Statistical Report:\A'8LD COUNTY Page 27 I .ROCNY MOUNTAIN VALUATION SPECIALISTS II WELD COUNTY RESIDENTIAL TIME ADJUSTMENT FACTORS O O 0 O t 1.05- O ° O 0 O O O O O ce O ° O ° 0 O O 0 l a ° O ° O O O O O LL Q O O i- tS ° ° o 0 O O O Z R C O III 2 t00- O i O O O O O O O O O O O O O O O O 8 4i M a ° 0O , w ° ° ° O O O 0 O O O 0 O O ~ o o O O t O 0 O I O ° 0.95- O 0 0 O 0 O O O • r r r r r 0.00 3.00 6.00 9.00 12.00 15.00 18.00 21.00 MONTHS FROM JUNE 2006(1=JUNE 2006, 18= JANUARY 2005) 1 The following table outlines the sales ratio statistics by economic area for all residential properties in Weld County. r 2008 Sr.ltisrical Report \Y r] COUNTY Page 28 licilD ROCKY MOUNTAIN VALUATION SPECIALISTS Ratio Statistics SALE Weighted Price Related Coefficient of ECON AREA COUNT Median Mean Differential Dispersion 0 974 .971 .966 1.006 .062 2 2,645 .970 .965 1.007 .076 3 2,591 .979 .974 1.007 .071 4 635 .966 .955 1.009 .089 5 120 .971 .967 1.007 .119 6 1,960 .970 .966 1.012 .092 • 7 57 .973 .955 1.025 .138 8 54 .961 .975 1.014 .150 9 276 .973 .976 1.009 .086 NONE SPECIFIED* 719 .966 .968 .997 042 Overall 10,031 .971 .968 1.007 .076 RATIO = CURRENT ASMT/TASP *Note: The majority of these sales are condominiums. All economic areas have sale ratios that are in compliance with the standards set forth by the Colorado State Board of Equalization (SBOE) for the overall sales. The following graphical exhibits describe further the sales ratio distribution for all of these properties: 2008 Statistical Report:VELD COUNTY Patna 29 ROCKY MOUNTAIN VALUATION SPECIALISTS 2,000- 1,500— a C cr 1,000- L LL 500— Mean=0.97 Std.Dev.=0.107 N=10,031 0 0.00 0.50 1.00 1.50 2.00 RATIO • 20118 Statistical Report; AGELD CULNT1. Page 30 ROCKY MOUNTAIN VALUATION SPECIALISTS 2.00^.. _... O 0 (QO O O 00 8 O 1.50 • . 0 0 0 • 0 L000 % 0 7 .....om 88 � o 0 0 0 0 O 0 0 0 00 Q100—. • .;boo a oa 0. o go 00 0 0 0 0 0 0 0 :0 a 0 {. ,0C0•• • O o 0 0 0.50—. mgo._. 0 0 0 0 00 0.00— _. .. _.. I $0 $500,000 $1,000,000 $1,500.000 $2,000,000 $2,500,000 TIME ADJUSTED SALE PRICE The above graphs indicate that the distribution of the sale ratios is within state mandated limits, and that there is no significant price related differential issues. Residential Market Trend Analysis We verified that market trending was accounted for in the residential valuations by analyzing the sale ratios over the 18 month time period. The following graph illustrates that there is no trend in sale ratios during this time period when evaluated on a count•-wide basis. 2008 Statistical Report:AGI?Lll C(it N"T'V Page 31 • ROCKY MOUNTAIN VALUATION SPECIALISTS Sale Ratio by Months 2.00 a • a 0 ° ° ° ._ _.e ... . . 1 _. 2 ._.. 'a ___ ._.. 1.50-.. e gg e e ° e ° I e g 8 a ° a e e ° 8 e , ° • o ° e ' e• ` B Fe 1.0o- _ II ' e p ° a ' 0 I • ° e ° e a a a _. .°. _. _. ° _. 0 ° ° I 0.00— I I TI " I 1 is ' 19 21 0 3 6 9 2 MONTHS FROM JANUARY 2005 I II Time trends were next analyzed for each economic area. The results are as follows: Pape 32 2008 Statistical Report:AA 11ll COt NTl Rocnr MOUNTAIN VALUATION SPECIALISTS TIME TREND SIGNIFICANCE TEST BY ECONOMIC AREA Unstandardized Standardized Coefficients Coefficients EconArea Model B Std. Error Beta t Sig. 0 1 (Constant) -.041 .006 -7.140 .000 MONTHS .001 .001 .053 1.662 .097 2 1 (Constant) -.022 .004 -5.142 .000 MONTHS -.001 .000 -.062 -3183 .001 3 1 (Constant) -.022 .004 -5.452 .000 MONTHS .000 .000 -.014 -.731 .465 4 1 (Constant) -.045 .012 -3.924 .000 MONTHS -8.7E-005 .001 -.003 -.085 .932 5 1 (Constant) -.068 .029 -2.362 .020 MONTHS .003 .003 .108 1.184 .239 6 1 (Constant) -.051 .006 -8.298 .000 MONTHS .002 .001 .086 3.801 .000 7 1 (Constant) -.042 .045 -.939 .352 MONTHS .001 .004 .021 .157 .876 8 1 (Constant) -.103 .062 -1.657 .103 MONTHS .007 .006 .171 1.252 .216 9 1 (Constant) .000 .016 -.031 .975 MONTHS -.002 .001 -.094 -1.568 .118 99 1 (Constant) -.044 .005 -8.410 .000 MONTHS .001 .000 .048 1.274 .203 a. Dependent Variable: LNRATIO Economic areas (2 and 6) have significant trends that are highlighted in red. These economic areas both suggest nominal time adjustments (.1 and .2`V per month). The following graph outlines the sale ratios trend in each of these areas. I2O18 Statistical Report:WI':I.1) C()LNTY Page 33 ROCKY MOUNTAIN VALUATION SPECIALISTS ° EconArea ° 0 8 O 2 0 O 0 0 0 0 ° O 6 0 1.40_. o _.. 0 _Q o _._o • _. ; 2 o 6 9 0 0 • O 0 8 ° o 0 8 8 0 0 0 ° ° 0 ° B 0 0 0 e 0 0 0 0 8 00 0 0 8 s o 1.20—... 1. .o c. 0 _o. ° o p 8 e B._ Q._.•�.. O 1.00 -._ - 0.80— 8 ° ® e o e _° °e _8 0 s ° g � ° ° 8 $ , s O e 8 8 ° 8 8 $ ° ° ° o ° ° 8 o 0 0 0 • ° 0 8 o o ° ° O O ° 0.60—.. 0 ° 0 0 0 0 0 0 0 0 0 0.00 3.00 6.00 9.00 12.00 15.00 18.00 21.00 MONTHS FROM JANUARY 2005 Since the target level of .95-1.115 is maintained in both economic areas for the entire study period, no further analysis is necessary. Sold/Unsold Analysis For the 2007 revaluation year audit, an analysis was performed that confirmed that the median assessed value per square foot for sold and unsold residential property was similar. Since tax year 2008 is the intervening year, this relationship should not change. If there is no change in either category, the conclusions from the 2007 audit would also he applicable to the current year. 2(x)8 Statistical Repute tAl(I.1) CUI N'fl P.Ige 34 • ROCKY MOUNTAIN VALUATION SPECIALISTS 2007 -2008 PERCENT CHANGE CHANGE CATEGORY Median N SOLD .0000 10,034 UNSOLD .0000 59,353 The above median percent change table of sold and unsold residential properties indicates that there is no change. Therefore, we can conclude that the analysis performed for the 2007 audit is also applicable for the 2008 tax year. IV. COMMERCIAL/INDUSTRIAL SALES RESULTS For the commercial/industrial analysis, 197 sales between the dates of January 2005 and June 2006 were analyzed. A breakdown of the sales by subclass is as follows: SUBCLASS CODE Frequency Percent 2212 Merchandising 33 16.8 2215 Lodging 7 3.6 2220 Offices 40 20.3 2230 Special Purpose 31 15.7 2235 Wareldouse/Strg 53 26.9 3212 Contract/Service 18 9.1 3215 Manuf/Processing 15 7.6 Total 197 100.0 In order to perform a sales ratio analysis all commercial/industrial sales must reflect market conditions as of June 30, 2006. Based on an examination of the sales file, the County did not apply time adjustments to the sales during this time period. The following table outlines sales ratio statistics for commercial and industrial properties in Weld County. Ratio Statistics Mean .946 Median .975 Weighted Mean .923 Price Related Differential 1.025 Coefficient of Dispersion .100 RATIO = CURRENT ASMT/TASP `Note: 1 sale with a ratio > 2.15 was excluded from the ratio study. ?tits Statistical Report:WELD I.D CUt N l I'age 3� 4 ROCKY MOUNTAIN VALUATION SPECIALISTS The commercial/industrial sale ratios are in compliance with the standards set forth by the Colorado State Board of Equalization (SBOI?) for the overall sales. The following graphical exhibits describe further the sales ratio distribution for all of these properties: 60— c 40- 4 a m LL 20— Mean=0.95 Std.Dev.=0.144 N=196 0 0.50 0.75 1.00 1.25 1.50 RATIO 2005 Statistical Report: WNW C(1CN Y Pagel() 4 ROCKY MOUNTAIN VALUATION SPECIALISTS 1.50_ Q _.. 8 O 1.25- 00.. 4, o O Q O 3Q Pe 1.00- Q...°� � ®o 9 e O coo Q oQo 0.75- o4o....uo 8 o ao O O O 0 o Q o0 0.50-. I $0 $2.000,000 $4,000.000 $6.000,000 $8,000,000 $10.000,000 NetPrice %Note:fir interpre/ation pmposes, I su/e wi/h a price > 20,000,000 was excluder/from the()Gore chart. Commercial Market Trend Analysis We verified that market trending was accounted for in the commercial valuations by analyzing the sale ratios over the 18 month time period. The following graph illustrates a horizontal pattern in sales ratios indicating that there is no significant trend during this time period. 2008 Statistical Rcpore WELD(()t-NTY Page 37 40 ROCKY MOUNTAIN VALUATION SPECIALISTS Sale Ratio by Months 1.50 _ .. - ... _. . e e 0 1.25 0 _. I._ _. .. B 0 0 ° 0 e e e e O e e e e e q yy p Q too _e g s.. _e_. , !. I _t . 9. 0 = 6_. Y #. a. 6 t_. ce e • e I • e • e 8 e 0 • e B ° e a • e e e e 8 0 e e e e 0 . ° 0.75 n ..e _ e. 7 -0- o_. • •a .. e • 0 • • 0 • • e R Sig Linear=6.47E-4 e 0 0.50 _ _ _. . . .. . 1 1 1 I I 1 1 1 0 3 6 9 12 15 18 21 MONTHS FROM JANUARY 2005 Sold/Unsold Analysis i For the 2007 revaluation scar audit, an analysis was performed that confirmed that the median l assessed value per square foot for sold and unsold commercial/industrial property was similar. Since tax year 2008 is the intervening year, this relationship should not change. If there is no change in either category, the conclusions from the 2007 audit would also he applicable to the current year. i 200K Statistical Report:ACI:LD CUI.N.Il. Page aft l 4 POCKY MOUNTAIN VALUATION SPECIALISTS 2007-2008 PERCENT CHANGE CHANGE CATEGORY Median N SOLD .0000 197 UNSOLD .0000 3,865 The median percent change table of sold and unsold commercial/industrial property indicates that there is no change in either category. Therefore, we can conclude that the analysis performed for the 2007 audit is also applicable for the 2008 tax year. V. VACANT LAND SALE RESULTS For the vacant land analysis, 1,125 sales between the dates of January 2005 and June 2006 were analyzed. A breakdown of the sales by current property type is listed below. PROPERTY TYPE Frequency Percent VACANT LAND 210 18.7 RESIDENTIAL 871 77.4 COMMERCIAL 34 3.0 INDUSTRIAL 7 .6 OTHER 3 .3 Total 1,125 100.0 Sales that were coded as vacant (210) were used in the vacant land sale ratio study. The remaining sales were excluded from the analysis. In order to perform a sales ratio analysis all vacant land sales must reflect market conditions as of June 30, 2006. Based on an examination of the sales tile, the County applied time adjustments to a small percentage of the sales during this time period. The following table outlines the sales ratio statistics for vacant land in Weld County. 2008 Statistical Report:WI 1) Cd)UNTS Page 3? ROCKY MOUNTAIN VALUATION SPECIALISTS Ratio Statistics Mean 1.001 Median .999 Weighted Mean .983 Price Related Differential 1.018 Coefficient of Dispersion .104 RATIO=CURRENT ASMT/TASP *Note: 3 sales with ratios < .30 were excluded from the ratio statistic calculations. The sales ratios are in compliance with the standards set forth by the Colorado State Board of I?yualira on (SBOE) for the overall sales. The following graphical exhibits describe further the sales ratio distribution for all of these properties: 60— T c 40— C711 N LL 20— Mean=1.00 Std.Dee.=0.164 N=20➢ 0 075 1.00 125 1.50 1 7 2.00 RATIO 2iIOS Statistical Report VA Fl COUNTY Page 4(1 ROCKY MOUNTAIN VALUATION SPECIALISTS 2.00- . _... _.. _... _.. 0 1.75_ _... _ 0 0 1.50- O O 0 Cb O O fib O ce 1.25- O Om° OO 0 p 0 9 O O 0 OO 1.00--. _..o. �ppr_p. _ .. o _. . p__. .O. 0- 0°0 %15 ° ®O O O COO 0 Oe O O O O O O O O ®OO O O O 0.75- ebC _.. _._.._. O O OO O O $0 $250,000 $500,000 $750,000 $1,000,000 $1,250,000 TIME ADJUSTED SALE PRICE Vacant Land Market Trend Analysis The "Sales Ratio by Months" graph describes the vacant land sale ratios over the 18 month time period. The following graph illustrates a relatively horizontal pattern indicating no significant changes in sale ratios during this time period. 20O8 Statistical Rcpon:AU I.D COt N1'i Pagc 4I I. ROCKY MOUNTAIN VALUATION SPECIALISTS Sale Ratio by Months 2O0-. ... _ _. _. ... 1 75- • 1.50— . e • O - • • re 1.25 e • -e 8 e • e a • • ., e I e • ! • e e 2 .. a e... 8 .a. ,.._y- a. e- • 6 ° Y• e • e • e ♦ e e • I I 6 9 2 5 18 21 0 3 MONTHS FROM JANUARY 2005 Sold/Unsold Analysis For the 2007 revaluation year audit, an analysis was performed that confirmed that the median change in value between sold and unsold land was consistent. Since tax year 2008 is the intervening year, this relationship should not change. If there is no change in either category, the conclusions from the 2007 audit would also be applicable for the current year. 2007 -2008 PERCENT CHANGE CHANGE ICATEGORY I Median N SOLD .0000 210 UNSOLD .0000 15,822 Page 42 2008 Statistical Report VAlLI.11 C(1ll NTY 4 ROCKY MOUNTAIN VALUATION SPECIALISTS VI. AGRICULTURAL IMPROVEMENTS ANALYSIS For the 2007 revaluation year audit, a comparison was made between the improvement value per square foot of agricultural residential improvements and the rates assigned to single-family residential improvements in Weld County. This analysis concluded that the County valued its agricultural residential improvements in a manner consistent with single-family residential improvements. Since tax year 20(18 is the intervening year, this relationship should not change. If there is no change in the improvement values for both categories, the conclusions from the 2007 audit would also be applicable for the current year. 2007 -2008 PERCENT CHANGE IMPCHANGE SUBCLASS CODE Median N 1212 Single Family Residence .0000 62,750 4277 Farm/Ranch Residences .0000 5,206 Since single family and agricultural improvement values did not change, we can conclude that the analysis performed for the 2007 audit is applicable for the 2008 tax year. VII. CONCLUSIONS Based on this statistical analysis, there are no intervening year compliance issues concluded for Weld County. 2008 Statistical Report WI(I.1) C.(11.NT). P gc 4 3 Hello