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HomeMy WebLinkAbout20162334.tiffAugust 5, 2016 Petitioner: GMRI PO BOX 4900 SCOTTSDALE, AZ 85261-4900 CLERK TO THE BOARD PHONE (970) 400-4226 FAX (970) 336-7233 WEBSITE: www.co.weld.co.us 1150 O STREET P.O. BOX 758 GREELEY CO 80632 Agent (if applicable): RYAN LLC PO BOX 4900 SCOTTSDALE, AZ 85261-4900 RE: THE BOARD OF EQUALIZATION 2016, WELD COUNTY, COLORADO NOTICE OF DECISION Docket #: 2016-2334 Appeal #: 2008211223 Hearing Date: 8/4/2016 10:00 AM Dear Petitioner: On the day indicated above, 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 petition for appeal of the Weld County Assessor's valuation of your property described above, for the year 2016. The Assessment and valuation is set as follows: Actual Value as Actual Value as Account # Decision Determined by Assessor Set by Board P2384603 Stipulated - Approved Stipulated Value $153,320 $134,922 A denial of a petition, in whole or in part, by the Board of Equalization must be appealed within thirty (30) days of the date the denial is mailed to you. You must select only one of the following three (3) options for appeal: 1. Appeal to Board of Assessment Appeals: You have the right to appeal the County Board of Equalization's decision to the Colorado Board of Assessment Appeals. A hearing before that Board will be the last time you may present testimony or exhibits or other evidence, or call witnesses in support of your valuation. If the decision of the Board of Assessment Appeals is further appealed to the Court of Appeals pursuant to C.R.S. Section 39-8-108(2), only the record of proceedings from your hearing before the Board of Assessment Appeals and your legal brief are filed with the appellate court. All appeals to the Board of Assessment Appeals filed after August 10, 2016, MUST comply with the following provisions of C.R.S. Section 39-8-107(5): (5)(a)(I) On and after August 10, 2011, in addition to any other requirements under law, any petitioner appealing either a valuation of rent -producing commercial real property to the board of assessment appeals pursuant to section 39-8-108(1) or a denial of an abatement of taxes pursuant to section 39-10-114 shall provide to the county board of equalization or to the board of county commissioners of the county in the 0Za/G- 0233 A-5oo941- case of an abatement, and not to the board of assessment appeals, the following information, if applicable: (A) Actual annual rental income for two full years including the base year for the relevant property tax year; (B) Tenant reimbursements for two full years including the base year for the relevant property tax year; (C) Itemized expenses for two full years including the base year for the relevant property tax year; and (D) Rent roll data, including the name of any tenants, the address, unit, or suite number of the subject property, lease start and end dates, option terms, base rent, square footage leased, and vacant space for two full years including the base year for the relevant property tax year. (II) The petitioner shall provide the information required by subparagraph (I) of this paragraph (a) within ninety days after the appeal has been filed with the board of assessment appeals. (b)(I) The assessor, the county board of equalization, or the board of county commissioners of the county, as applicable, shall, upon request made by the petitioner, provide to a petitioner who has filed an appeal with the board of assessment appeals not more than ninety days after receipt of the petitioner's request, the following information: (A) All of the underlying data used by the county in calculating the value of the subject property that is being appealed, including the capitalization rate for such property; and (B) The names of any commercially available and copyrighted publications used in calculating the value of the subject property. (II) The party providing the information to the petitioner pursuant to subparagraph (I) of this paragraph (b) shall redact all confidential information contained therein. (c) If a petitioner fails to provide the information required by subparagraph (I) of paragraph (a) of this subsection (5) by the deadline specified in subparagraph (II) of said paragraph (a), the county may move the board of assessment appeals to compel disclosure and to issue appropriate sanctions for noncompliance with such order. The motion may be made directly by the county attorney and shall be accompanied by a certification that the county assessor or the county board of equalization has in good faith conferred or attempted to confer with such petitioner in an effort to obtain the information without action by the board of assessment appeals. If an order compelling disclosure is issued under this paragraph (c) and the petitioner fails to comply with such order, the board of assessment appeals may make such orders in regard to the noncompliance as are just and reasonable under the circumstances, including an order dismissing the action or the entry of a judgment by default against the petitioner. Interest due the taxpayer shall cease to accrue as of the date the order compelling disclosure is issued, and the accrual of interest shall resume as of the date the contested information has been provided by the taxpayer. Appeals to the Board of Assessment Appeals must be made on forms furnished by that Board, and must be mailed or delivered within thirty (30) days of the date the denial by the Board of Equalization is mailed to you. The address and telephone number of the Board of Assessment Appeals are: Board of Assessment Appeals 1313 Sherman Street, Room 315 Denver, Colorado 80203 Telephone Number: 303-864-7710 Email: baa@state.co.us Fees for Appeal to the Board of Assessment Appeals: A taxpayer representing himself is not charged for the first two (2) appeals to the Board of Assessment Appeals. A taxpayer represented by an attorney or agent must pay a fee of $101.25 per appeal. OR 2. Appeal to District Court: You have the right to appeal the decision of the Board of Equalization to the District Court of the /county wherein your property is located: in this case that is Weld County District Court. A hearing before The District Court will be the last time you may present testimony or exhibits or other evidence, or call witnesses in support of your valuation. If the decision of the District Court is further appealed to the Court of Appeals pursuant to C.R.S. Section 39-8-108(1), the rules of Colorado appellate review and C.R.S. Section 24-4-106(9), govern the process. OR 3. Binding Arbitration: You have the right to submit your case to binding arbitration. If you choose this option, the arbitrator's decision is final and you have no further right to appeal your current valuation. C.R.S. Section 39-8-108.5 governs this process. The arbitration process involves the following: a. Select an Arbitrator: You must notify the Board of Equalization that you will pursue arbitration. You and the Board of Equalization will select an arbitrator from the official list of qualified people. If you cannot agree on an arbitrator, the District Court of the county in which the property is located (i.e., Weld) will select the arbitrator. b. Arbitration Hearing Procedure: Arbitration hearings are held within sixty (60) days from the date the arbitrator is selected, and are set by the arbitrator. Both you and the Board of Equalization are entitled to participate in the hearing. The hearing is informal. The arbitrator has the authority to issue subpoenas for witnesses, books, records documents and other evidence pertaining to the value of the property. The arbitrator also has the authority to administer oaths, and determine all questions of law and fact presented to him. The arbitration hearing may be confidential and closed to the public if you and the Board of Equalization agree. The arbitrator's decision must be delivered personally or by registered mail within ten (10) days of the arbitration hearing. c. Fees and Expenses: The arbitrator's fees and expenses are agreed upon by you and the Board of Equalization. In the case of residential real property, the fess may not exceed $150.00 per case. For cases other than residential real property, the arbitrator's total fees and expenses are agreed to by you and Board of Equalization, but are paid by the parties as ordered by the arbitrator. If you have questions concerning the above information, please call me at (970) 400-4226. Very truly yours, Esther E. Gesick, Clerk to the Board Weld County Board of County Commissioners and Board of Equalization Cc: Christopher Woodruff, Weld County Assessor COUNT' BOARD OF EQUALIZATION WELD COUNTY Single County Schedule Number P2384603 STIPULATION (As To Tax Year_2016_ Actual Value) RE PETITION OF : NAME: GMRI ADDRESS: PO BOX 4900 SCOTTSDALE AZ 85261-4900 Petitioner (s) and the Weld County Assessor hereby enter into this Stipulation regarding the tax year 2016 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: OR 12780 PT N2NW4 19 5 66 2, The subject property is classified as personal property. 3. The County Assessor originally assigned the following actual value to the subject property for the tax year 2016: Total $153,320.00 4, After further review and negotiation, Petitioner (s) and Weld County Assessor agree to the following tax year 2016 actual value for the subject property: Total $134,922.00 5. The valuation, as established above, shall be binding only with respect to tax year 2016. 6.___Brl.ef narrative as to ytheieduction was made: Additional depreciation applied 7. Both parties agree that: The hearing scheduled before the. Board of Equalization on 08/4/2016 at 10:00am be vacated, P2384603 F ■ A hearing has not yet been scheduled before the Board of Equalization. 1 DATED this 28 day of July, 2016. 1)c.S7A- Petitioners or Agent or Alto ey Address p. C, f,,� !. 4{' o , Dpi 716 5r'cx�fceA&i, A cc -55>U"/ Telephone: a -26-5'12c) Docket Number 2008211222 8tip-1.Frrn P2384603 1. (Assistant)ounty Attorney for Respondent, Weld County Board of Commissioners Address: 1150 "O" Street P.O. Box 758 Greeley, CO 80632 Tele hone:(970) 336-7235 L County Assessor Address: 1400 N.l7th Avenue Greeley, CO 80631 Telephone: (970) 353-3845 ext. 3697 2 RECEIVED Christopher M. Woodruff Weld County Assessor 1400 N 17th Ave Greeley, CO 80631 NOTICE OF DETERMINATION A N 236477 JUL 212016 WELD COUNTY ASSESSOR GREELEY, COLORADO Date of Notice: 07/10/2016 Telephone: (970) 353-3845 Fax: (970) 304-6433 Office Hours: 8:00AM — 5:00PM ACCOUNT NO. TAX YEAR TAX AREA LEGAL DESCRIPTION/ PHYSICAL LOCATION P2384603 2016 4049 GR 12780 PT N2NW4 19 5 66 (YORK 1ST ANNE X GREELEY MALL) 2285 GREELEY MALL GREELEY , CO OLIVE GARDEN #1583 PROPERTY OWNER GMRI INC C/O RYAN LLC PO BOX 4900 DEPT 715 SCOTTSDALE, AZ 85261-4900 PROPERTY CLASSIFICATION ASSESSOR'S VALUATION ACTUAL VALUE PRIOR TO ACTUAL VALUE AFTER REVIEW REVIEW PERSONAL PROPERTY 153,320 153,320 TOTAL $153,320 $163.320 T *. ssor has carefully studied all available information, giving particular attention to the cLO' i cs included on your protest. The Assessor's determination of value after review is based on 91, the folio ing: JL.16 PQ' - Yo r personal property has been valued in accordance with Colorado law. Other personal nketrgilnI imrtar in nature, has been consistently valued using the same statutory methods. Nam \�f disagree with the Assessors decision, you have the right to appeal to the County COIN"'Board of Equalization for further consideration, § 39-8-106(1)(a), C.R.S. 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 information. Agent (If Applicable): RYAN LLC PO BOX 4900 SCOTTSDALE, AZ 85261-4900 RECEIVED JUL 12 2016 Ityart 15-DPT-AR ARL VOL 2 1-84 Rev 01-16 APPEAL PROCEDURES County Board of Equalization Hearings will be held from August 1st through August 5th at 1150 O Street. To appeal the Assessor's decision, complete the Petition to the County Board of Equalization shown below, and mail, file online, 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 Online: http://www,co.weld.co.us/apps/cboei To preserve your appeal rights, your Petition to the County Board of Equalization must be postmarked or delivered 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 10, § 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 1313 Sherman Street, Room 315 Denver, CO 80203 (303) 866-5880 www.dola.colorado.govibaa Binding Arbitration For a list of arbitrators, contact the County Commissioners at the address fisted 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. District Court Contact the District Court in the County where the property is located. See your local telephone book for the address and telephone number. PETITION TO COUNTY BOARD OF EQUALIZATION What is your estimate of the property's value as of June 30, 2014? (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.) $ 9q.4 7OA 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.) i—tocQ AktAil4tkaji. ATTESTATION I, the undersigned owner or agent' of the property identified above, affirm that the statements contained herein and on any attachrnen hereto are true and complete. Signature PT) (CJ ,kf I & P%t .C Email Address Telephone Number ' Attach letter of authorization signed by property owner. Date -AG- 15-OPT-AR ARL VOL 2 1-84 Rev 01-16 JDARDEN. Olive Garden • LongHorn Steakhouse • Bahama Breeze • Seasons 52 M The Capital Grille is Eddie V's . Yard House LETTER OF AUTHORIZATION FOR TAX REPRESENTATION This letter serves as authorization for Ryan, LLC and its affiliate Ryan Tax Compliance Services, LLC, P.O_ Box 4900 Dept. 715, Scottsdale, AZ 852614900, 866-866-4186, to represent in its affairs concerning all property tax matters for all parcels located in the jurisdictions. This includes, but is not limited to filing property renditions, signing and filing of appeals, examining all property tax records, representation before the assessor or assessing entity, and representation before tax collection entities. This agency shall remain in effect until such time as Ryan Tax Compliance Services, LLC contractual obligations have legally expired, or written notice of termination is issued by GM!, Inc, N&I? Restaurants, Darden‘Barbeque Integrated, Ins, Yard House USA, Rare Iosuitality, Inc., Rare HospitalityMauaacrnentLCuuital Grille Holdings, Darden SW LLC, Darden Corporation, GMRI Canada r1 By :/.t,cD�,Mtr,a - Trudy bIakeman Manager, : les tax Dated this 31st day of July, 2015. I certify that the signature above is a true and correct signature provided as a duly appointed officer of the above referenced company. If a copy of this completed form is being submitted, I will produce the original form with original signature upon request. If a completed ap u lication fo changed assessment attached to this authorization, I certify that a copy has bee P a applicant named in this application_ Ryan, LLC and its affiliate Ryan Tax Compliance Services, LLC By: Date: eidaliaakBARET ANN MOSS j -.t. 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CL 1, V 43333333 E E O 06 P2384603 Total Taxpayer: Darden Restaurants Account #(s): P2384603 Petition #(S) Address (ES): 2285 Greeley Mall, Greeley, CO Company Description: Company Description: Darden Restaurants is a full service restaurant. Its primary assets consist of restaurant cooking and refrigeration equipment such as grills, ovens, refrigerators and freezers, kitchen appliances, point -of -sale equipment, computer and typical furniture and fixtures (see valuation summary & asset list exhibit). 1. Description of Assets: Typical restaurant equipment including: stoves, ovens, refrigerators, grills, fryers, POS equipment, furniture and computer equipment. 2. Value Adjustment Issue: Recognized Appraisal Cost Approach Methods result in support for use of a Remaining (or Aggregate) Obsolescence Factor (ROF) for Certain Newer Assets Based on Economic Obsolescence recognized in the marketplace. "Although data may not be available for individual calculations, indicators may be available in the market -place to calculate an aggregate obsolescence factor within the cost approach. At times it becomes necessary to make an obsolescence adjustment in the cost approach in order to determine a final answer for all depreciation that may not be readily apparent from the appraiser's research into a particular asset. A remaining obsolescence factor (ROF) or an aggregate obsolescence factor can be quantified by comparison between the results obtained through the use of a cost indicator of value prior to the deduction for obsolescence and results obtained through the use of the sales comparison approach. This is a market derived obsolescence analysis.(American Society of Appraisers Textbook, Cost Approach Section, pg. 80) 3. State of Colorado Assessment Requirements and Definitions In accordance with §§ 39-1-103(5) and 39-1-104(12.3)(a)(I), C.R.S., each Colorado county assessor is required to determine the "actual value" of taxable property located in their county on the January 1 assessment date each year. Colorado statutes define actual value as that value determined by appropriate consideration of the following approaches to value: 1. Cost Approach 2. Sales Comparison (Market) Approach 3. Income Approach The assessor is to consider the approaches to value that are applicable to valuing the personal property prior to determining an actual value estimate as required by §§ 39-1-103(5) and 3 9-1-104(12.3)(a)(I), C.R.S. If the taxpayer's declaration is complete; if it contains a full and complete disclosure of reasonable costs of acquisition, installation, sales/use tax, and freight to the point of use; and if it is timely filed, the cost approach to value is considered the maximum value as required by § 39-1-103(13), C.R.S. Reasonable costs are defined as costs that were available to any market participant at the time of the personal property acquisition. Reasonable costs can be estimated using costs declared for similar personal property from similar business/industry accounts. For Colorado personal property assessment purposes, the actual value is the value in use, as installed. Colorado statutes require that personal property be valued inclusive of all costs incurred in acquisition and installation of the property. The costs of acquisition, installation, sales/use tax, and freight to the point of use must be considered in the personal property valuation. The inclusion of these costs requires that personal property be valued in use. Therefore, the actual value of personal property is based on its value in use. Appraisals are made to determine the value of personal property. An appraisal is an estimate of value as of a given date. The assessor estimates the value of the property being appraised by using comparative data consisting of cost, recent sales, and 1 income information. The relationship between the subject property being appraised and similar properties of known value forms the foundation of the three approaches used to measure the value of personal . property. Current actual value is established each and every year for personal property as required by §§ 39-1- 104(12.3)(a)(I) and 105, C.R.S. In Colorado, the assessment date for personal property is defined by § 39-1-105, C.R.S., as January 1 of each year. However, after a current value is established, it is rolled back to the June 30 appraisal date established for real property, using the factors found in Chapter 4, Personal Property Tables, as required by § 39-1- 104(12.3)(a)(I), C.R.S. According to § 39- 5-108, C.R.S., the assessor values all taxable personal property owned by, in the possession of, or under the control of each taxpayer in the county based upon the characteristics and condition of the property as of January 1. 3.2 15 -AS -DPI ARL VOL 5 2-89 Rev 6-16 The assessor documents all valuations for assessment and maintains complete appraisal records to support the values placed on the personal property. The three approaches to value must be considered and documented on the appraisal records. If a given approach to value is not applicable, the assessor should note this in the appraisal records along with defensible reasons why the approach was not used, as prescribed in Montrose Properties, LTD et al. v. Colorado Board of Assessment Appeals et al., 738 P.2d 4. American Society of Appraiser's (ASA) Value Definition - Fair Market Value In Continued Use Installed: is an opinion, expressed in terms of money, at which the property would change hands between a willing buyer and a willing seller, neither being under any compulsion to buy or to sell and both having reasonable knowledge of relevant facts, considering market conditions for the asset being valued, independent of earnings generated by the business in which the property is or will be installed, as of a specific date. In each of these instances the property is capable of being used at its present location. Therefore, the amount includes the depreciated value associated with all normal direct and indirect costs, such as installation and other costs, to make the property fully operational. The installed concept considers the property separate from the business enterprise and gives no consideration as to whether the property is or is not being used. Varian g Machinery & Equipment: The Fundamentals of Appraising Macl�inei�i and Techniical Assets, Third Edition (pg. 91) published by the American Society of Appraisers 5. Cites and sources used in this report. The primary sources cited for methodology compliance and regulations are: + State of Colorado Determining Actual Value Determining actual value, which is an estimate of market value, is accomplished by an appraisal. Market value is the most probable monetary price a property would bring if placed for sale in the open market in a transaction between a willing seller and willing buyer. The assessor is required to equitably value all property in the county according to the current Colorado statutes. Appraising Property The three approaches for appraising property are the market approach, the cost approach and the income approach. To appraise property, the assessor and his/her staff must review information gathered on individual properties, know what similar properties are selling for and how much it would cost for replacement. 2 Other factors that influence value may be location, availability of services and rental rates. All the information used must be from the two-year period preceding the appraisal date. Market Approach The market approach is the most direct method of appraisal using sales of like properties to determine actual value. The Colorado Constitution requires the assessor to use this approach for residential property and not the cost or income approach even if the residential property is income -producing. Cost Approach The cost approach estimates the material and labor costs to replace a building with a similar one. If the building is not new, the appraiser must consider its age and how much it has depreciated over time. Income Approach The income approach may be considered for income -producing properties such as stores, office buildings and warehouses. This method considers the landlord's income and operating expenses and the financial return most people would expect from a given type of investment property. (State of Colorado } • Valuing Machinery & Equipment: The Fundamentals of Appraising Machinery and Technical Assets, Third Edition (pg.11) published by the American Society of Appraisers O Texas Appraisal Review Board Manual January 2016 Edition 6. Valuation Methodology: Cost Approach The Cost Approach estimates the current cost as if new, less all forms of depreciation. There are several recognized applications in Cost Approach methodology. For the purpose and scope of valuing hundreds of assets and various asset category descriptions with an in place definition, the Age/Life method is practical and appropriate. The Age/Life approach estimates the percentage of remaining value compared to the estimated replacement cost of the subject properties. The remaining economic life value is arrived at by determining the Effective Age by asset category, estimating the remaining economic life, and then determining the percentage of value remaining. We applied the following steps in the Age/Life valuation: A. Identification of the various asset descriptions, classifications and Normal Economic Life (NEL*: The major asset categories are: • Restaurant Fixtures and Equipment — stoves, ovens, refrigerators, kitchen & restaurant heating and cooling equipment, 10 year life 4 Technology and Communications Equipment: including, Point -of -sale equipment, electronic data managed scales, telephone and other equipment with technology as the primary component.8 year life ® Backroom Machinery and Equipment including balers, pallet jacks, pallet racking — 12 Year life • Computer equipment, which includes office computers, servers and other processing equipment • Leasehold Improvements -- 10 Year life B. Estimating the Replacement Cost New (RCN) of the Assets For the purpose of Mass Appraisal the asset historical costs multiplied by reputable index tables are appropriate as a starting point in the Cost Approach. The county's index tables utilize the United States Department of Revenue Bureau of Labor Statistics (BLS). PPI indexes that are updated annually. We used 3 these, tables with the exception of computer equipment since this type of equipment's replacement cost declines over time and the county's table does not address this type of equipment. C. Estimating the Normal Economic Life 'NEL) of the Assets We estimated Normal Economic Life (NEL) using county Economic Life tables, and interviews with equipment dealers. D. Determining the Effective Age of the Assets The Effective Age of the equipment is a major factor in the valuation and or buying process. It is critical to the depreciation estimate. For example, if a group of assets has a Normal Economic Life of 10, and their Effective Age is 9, then they are effectively at the end of their normal life expectancy. This critical knowledge reduces the value due to the fact that replacements., refurbishments, and more repairs must be considered compared to an asset category that has an Effective Age of 3. The ASA states: "An advantage of using the Age/Life technique is that Effective Age can often be calculated by using the client's fixed asset records. The Effective Age can be determined by weighting the investment in a property or a group of assets. The procedure can be used for a single asset (if records are sufficiently detailed) or, more commonly, for groups of assets" The importance of this calculation can be demonstrated in the following example using just two assets for brevity: Historic Cost Index RCN Age Weighted Investment $1,000,000 x 1.22 = $1,220,000 8 $9,760,000 $100,000 x 1.08 = $ 108,000 2 $ 216,000 $1,328,000 $9,976,000 The formula is: Multiply Historic Cost x Index Trend to determine RCN Multiply RCN by the age of asset to determine Weighted Age of Investment Factor Divide Sum of Weighted Age of Investment factors by Sum of all RCN estimates * $9,976.000 divided by $1,328,000 = 7.51 Effective Age E. Estimating the Percentage of Value Remaining in the Investment Dividing the Effective Age by the NEL asset category estimates the percentage depreciation experienced in the asset category group. The remaining percentage value is multiplied by the indexed replacement cost new figure to estimate the Age/Life remaining value in the asset category. For example, if a group of assets has an Effective Age of 4, and the NEL for the asset category is 10, the indicated depreciation is 40%. The remaining value is 60% of the RCN. Note: In those cases where the Effective Age is at or exceeds the NEL, the value is not zero, as they are still providing value. A residual life expectancy factor is applied. This is similar to a person who has exceeded their normal life expectancy — they are more near the end of their life, but they are still with us. Darden Restaurants Valuation Summary - Weld County Account # Location ID Loc Address Loc City Reported Cost RCN Eff Age Age/Life Value P2384603 21583 22"85 GR.EELEy MALL GREELEY 550,034 ` 654,242 "1"1.55 68,843 4 E. The Final Step in the Cost Approach: Estimating Economic Obsolescence The final and most important step when Cost Approach objective is to estimate Buyer and Seller behavior is to check for any Economic Obsolescence occurring with the assets. The automobile is a good example that most people are familiar with from a market perspective: PUAEHASEA VENUE FOR $31,252 ti AS SOON AS YOU =PIE OFF THE [AT: $27.614 01E YEAR tame $23,523 Aft-. ,.nr - >Y•, ••. I •nn. •%h•r tr.. 141 •-YAfU•! OIRLIVIARSLIITUtiSib. 667 Pet ip 4.. . 1'1 wI. in VII Pail ISM- SI1.6 -v..- .,, N. ,..-. • Satan —dsits 1 -.d —..n -n... 1,.. .4 .-41.L.end On. .w4 I...s-. '...ta . .i4.i.e•`.ael. As soon as the car is driven off the dealer's lot, it loses 11% of its value compared to news, and in the first year, it loses 25%. Examination of the three depreciation components in the Cost Approach methodology illustrates where the loss occurs even in the first few months of ownership: It's not Physical Deterioration - barely used - very little deterioration " It's certainly not Functional Obsolescence - same model year, technology, efficiency, etc. The only other recognized depreciation value loss is Economic Obsolescence - checking with the market reveals a 25% loss in value compared to new. Source: Edmunds.com jcar-buying/how-fast-does-my-new-car-lose-value: "brand new Nissan 370Z loses 9% value in the first minute of ownership, and 19% in the first year". Checking the marketplace is a required step in the Cost Approach using professional appraisal methodology: American Society of Appraisers; : "At times it may be necessary to make an obsolescence adjustment in the Cost Approach in order to determine a final answer for all depredation that may not be readily apparent from the appraiser's research into a particular asset" (ASA textbook, pg. 80) 5 Checking the marketplace is a required step in the Cost Approach using professional appraisal methodology: Market Research for Used Restaurant Equipment. The following dealer comments are from interviews and site visits: a. Lauro Auctioneers: 1224 North East Seventh Avenue, Ft. Lauderdale, FL 33304. 954-760-9333 Lou Lauro: Lauro sells new and nearly new equipment. They prefer to stay away from older equipment as it almost always requires refurbishment, and they do not refurbish. Like other brokers, Mr. Lauro states that assets experience very heavy market value depreciation the first year, maintain near 50% of retail range for the first few years then drop off in single digit depreciation for the next few years. After 9 or 10 years, the value drops significantly due to the elements being worn out from supermarket very heavy daily use. Stainless steel, "non -mechanical" assets such as sinks and tables hold their value better, and are condition -based, although after several years, denting and scratching occur due to the somewhat tight working areas with high employee concentration. True 1 Yr old 54" Freezer RCN: $3,122. Sell price "asking $2,000 but would take $1,600 (50% RCN) Nearly New (2-3 yrs.) Bakery Case RCN $7,500 - $4,000 Nearly new fryer: RCN $3,750, $,1800 b. Vision Equipment: 4191 North Street, NW. Covington Georgia 30014. Mr. Ed Underwood, a licensed auctioneer with the company reported that in the first 3 years, the equipment market value depreciation remains in the 50% range with a fairly consistent slower value decline for years 4 through 8. He confirms a significant drop in value after age 10, stating that there is simply a "whole lot of 10-12 year old equipment out there". For store assets at the end of the normal economic life (NEL), dealers will offer a wholesale, salvage or scrap price to the seller, which can range from 2% to 5% of historical cost. In some stores, if the assets are old but well maintained, the values can be in the 8-10% of historic cost range. His estimate of depreciation to End Users: 6 1-3 years: 35%-45% of RCN 4-6 years: 25%-30% of RCN 10 or older: 10% of RCN if it is in good condition They do not recondition equipment, except for minor refrigerant fixes. As wholesalers, they look to purchase at $.10 on the dollar and double their money. There are fewer dealers like Vision now. End Users are frequently competing with dealers for used equipment. This is due to their access of offerings via the internet and on-line auction capabilities. Mr. Underwood has noticed a slight increase in demand and overall prices due primarily to the End User/Dealer competitive situation. Most equipment they acquire is from major supermarket change outs. Occasionally there are nearly new stores that sell equipment due to acquisitions, mergers, and new store closings. c. Kroslak Bakery Equipment, 4708 North Nebraska Ave., Tampa, FL. David Kroalak. Kroslak bakery isone of the largest new and used bakery equipment dealers in the Southeast. David Kroslak reports that supermarket bakery equipment such as ovens, proofers, etc., experience very rapid depreciation of about 50% for the first 2 years, then in year 3 another 15%. After year 3, a slow, single digit deprecation occurs until about 10 years. At 10 years, in many cases, he reports there is a charge to remove them. They buy wholesale or liquidation value from sellers at about 10%-15% of RCN , less if in place. Mr. Kroslak reports that for asset ages 1-3 years old, he sells for about 50% of RCN. In 2014 during our visit, Mr. Kroslak was on his way out to look at a restaurant equipment that was about a year old. If in good condition, he would pay about 15% for the assets, and sell them for 50%. Older assets (generally older than 5 years) need to be refurbished, which they do. d. Used Restaurant Equipment Dealers Depreciation Interviews: In 2014 were contacted regarding equipment depreciation compared to new: One Fat Frog, onefatfrog.com Orlando,FL Todd James 407-480-3409 Traulsen refrigeration units, depending on condition: Year 1: 60 to 70% Year 2: 50% Victory sandwich preps: Year 1: 55 to 65% Year 2: 50% Hoshizaki DKM500BAH sells for $3850 new Year 1: 45 to 50% Imperial cooktops Year 1: 45% to 50% (combo units 45%; standard cooktops 50%) Advantage Restaurant , www.advantagerestaurantequipment.com Sanford, FL Brad Herring 407-321-9999 Traulsen refrigeration units: Year 1: 60% Year 2: 50% 7 All other equipment about 50% at years 1 and 2. A City Discount, acitydiscount.com Norcross, GA Diane Scherb 404-752-6715 J& C Restaurant Equipment, jc-restaurant-equipment.com Ft Myers, FL Bill Jarvis 239-275-3490 Overall, used equipment sells for 50% at retail at year 1. He estimated a Hoshizaki ice machine to sell for 50% at year 2. Traulsen refrigeration units: Year 1: 60% Year 2: 50% FL Restaurant Equipment Clearwater,FL George Emas 727-572-5757 Sells used restaurant equipment for 50 to 60% of new at year 1 as he must clean it and test it prior to retail sale. Equipment coming out of high volume chain restaurants may he worth very little at 4 or 5 years of age due to condition. He typically buys used equipment for 10 to 20 cents on the dollar. Traulsen refrigeration units: Year 1: 50 to 60% Victory sandwich preps: Year 1: 50% Year 3: 40% Hoshizaki ice makers: Year 1: 50% Imperial cooktops: Year 1: 50% (combo units 45%; standard cooktops 50%) G&S Restaurant Equipment, gsequipmentinc.com Jacksonville, FL Becki Robinette 904-356-2521 Year 1: 50% for all equipment types 8 e. Examples of Historical Depreciation: Dealer Surveys from 2003 through 2006: RESTAURANT EQUIPMENT Equipment Description 2 DOOR STAINLESS STEEL FROONTREACI+IN FREEZER 2 DOOR STAINLESS STEEL FRONT REACK I N REFRIGERATOR 40 OT. MIXER BAKERY DISPLAY CASES BAKERY DISPLAY CASES BREAD SLICER BREAD SLICER ELECTRIC FRYER 40LB W/BUILT-IN FILTER SYSTEM ELECTRIC FRYER 4010 W1T3U1LT IN FILTER SYSTEM FULL SIZE CONVECTION OVEN FULL SIZE CONVECTION OVEN FULL SIZE CONVECTION OVEN FULL SIZE CONVECTION OVEN FULL SIZE CONVECTION OVEN FULL SIZE CONVECTION OVEN GAS 6WRANGE WOVEN GAS or RANGE WJOVEN GAS G0" RANGE W/OVEN ICE MACHINE (AIR COOLED) 290LBS. #dp ICE MACHINE (AIR COOLED) 290LBS,#dp Mass Mean Mass Median Mass Mode Cost New 1 Yr Old $2,500 $1,400 $2,500 $1,200 $4,000 $2,500 $3,000 $1,700 $3,000 51,500 $1,300 $800 $1,300 $700 $7,200 $7,200 $3,500 $3,500 $3,500 $3,500 $3,500 $14,400 $2,500 $4,000 $3,600 $2,150 52,000 $2,000 $1.900, $1,600 $7,700 $1,600 52,500 51.400 52,500 31,200 $3,000 51,800 $3,000 $1,700 2 Yr Old 56% $1,400 48% $1,200 63% $2,300 57% $1,500 50% $1,200 82% $800 54% 5700 56% 53,000 50% 53,000' 61% $2,000 57% $1,300 57% $2,000 54% $1,900 46% 51,500 53°% 64% $1,500 56% $1.300 48% $1,200 60% $1,600 57% $1,600 1 2 55% 51% 56% 53% 56% 42% 3 Yr Old 513% $1,200 48% $1,200 58% $2,300 50% $1,350 40% $1,000 62% $800 54% $600 42% $2,000 42% $2,800 57% 51,865 37% $1,300 57% $1,800 54% $180 43% $1,400 60% 51,500 52% 51,200 48% 51,000 53% $1,500 53% $1,400 3 4 44% 42% 47% 40% 40% 40% 4 Yr Old 4S% $1.200 48% $1,000 58% 52,100 45% $1,200 33% 51,000 62% $700' 46% 5400 28% $1,000, 39% 52,600 53% $1,795 37% $1,200 51% 51,500 5% $1,800 40% $1,300' 60% 51,400. 46% $1.240 40% $800; 50% 51,500 47% 51,200 S 6, 38% 34% 33% S Yr Old 48% $1,100 40% $1,000 53% $1,800 40% 31,000 33% 31.000 54%. $700 31% $400 14% $800 36% 52,000 51% $1,650 34% $1,200 43% $1,200 51% $1,800 37% 51,200 56% 51,200 48% $1,200 48% Budget Restaurant Supply 32% $700 28% Kerekes Bakery & Restaurant Equipment Company Now 44% Restaurant Sok,uoas 40% Restaurant Solutions 45% Restaurant Solutions 33% ' Westerman Store Equip 33%. Kerekes Bakery & Restaurant Equipment 54% Kerekes Bakery & Restaurant Equipment 31% Restaurant Solutions 11%. GIG Compulsrs, Inc 28% Westerman Store Equip 47% Weslar mn Store Equip 34% Budget Restaurant Supply 34% Kerekes Bakery & Restaurant Equipment 51%! Dick's Restaurant Supply 34%. Restaurant Solutions Wassersfrom 48% Restaurant Solutions 50% $1,500 40% $1,040 7 8 50% Budget Restaurant Supply 33%; Restaurant Solutions 9 10 f, Point of Sale and Technology — Mr. Bill Melvin, CEO, of Liquid Asset partners says that while for many assets such as pallet racks, the price depreciation is very steep in the first few years. As examples he stated that pallet racks is drop generally about 40% in value the first year, then slower, single digit depreciation from that point on based on condition. Joe Flowers, at GBS, a company that buys and sells used equipment including POS, electronic data storage systems, network switches, bar code scanners, and CCTV, states that there has been an abundance of used equipment for sale for the last several years. Regarding technology based operational equipment such as inventory scanners and electronics, there is a constant increasing need for memory to match the increasing technological capabilities of inventory management and accounting equipment. While some equipment such as mobile scanners hold their value somewhat longer, other electronics like network switches have a short life span of 3-5 years and have correspondingly rapid used price depreciation. 9 From: Joseph Flowers <joe@gbsncr.cow> add to contacts ] To: jack.westtispvandccom, C€: Date: Tuesday, October 04, 2011 03:19 pen Subject: RE: Equipment Appraiser telephone call thank you Attachments: [ Text version of this message. (5KB) Hi Jack, Your current depreciation model for the POS industry was very accurate a few years ago before the economy took a down turn. This is an example of current wholesale market trends and this is based on a deal 6 just had an offer on 2 months back, on brand new POS gear, less than 4 months old. The offer was not accepted and the units are still for sale. Within a few months, they will not be worth the initial offer. Used Age 1: 55% of new cost Used Age 2: 40% of new cost Used Age 3: 30% of new cost (Ifyou'ie lucky) Used Age 4: 25% of new cost Used Age 5: 11% of new cost Used Age b: 9% of new cost Used Age 7: 7% of new cost Used Ages S and older: 19% The units were Brand New NCR PDS terminals, cash drawers and printers. POS Equipment Description COMPLETE SYSTEM 'COMPLETE SYSTEM COMPLETE SYSTEM COMPLETE SYSTEM HANDHELD BARCODE SCANNER HANDHELD BARCODE SCANNER HANDHELD BARCODE SCANNER IN -COUNTER BARCODE SCANNER IN -COUNTER BARCODE SCANNER IN -COUNTER BARCODE SCANNER IN -COUNTER BARCODE SCANNER PRINTER PRINTER PRINTER TERMINAL TERMINAL TERMINAL Cost New Average Median Mode $4,000 $4,000 $4,000 $4,000 $250 $250 $250 $500 $500 $500 $500 $300 $300 $300 $450 $450 $450 1 Yr Old $2,000 $2,000 $2,000 $2,000 $125 $100 $100 $330 $275 $250 $250 $150 $150 $100 $250 $250 $225 50% 50% 50% 50% 50% 40% 40% 66% 55% 50% 50% 50% 50% 33% 56% 56% 50% 54% 56% 5$°16 2 Yr Old $1,000 $1,000 $1,000 $1,200 $75 $50 $100 $250 $200 $200 $150 $80 $90 $50 $50 $200 $135 25% 25% 25% 30% 30% 20% 40% 50% 40% 40% 30% 27% 30% 17% 11% 44% 30% 29% 30% 30% 3 Yr Old $500 $500 $1,000 $800 $50 $0 $75 $200 $150 $150 $100 $80 $60 $0 $0 $100 $90 13% 13% 25% 20% 20% 0% 30% 40% 30% 30% 20% 27% 20% 0% 0% 22% 20% 14% 20% 20% 4 Yr Old $0 $500 $800 $400 $25 so $50 $175 $0 $100 $50 $80 $30 $0 $0 $100 $45 0% 13% 20% 10% 10% 0% 20% 35% 0% 20% 10% 27% 10% 0% 0% 22% 10% 11% 10% 0% 5 Yr Old $0 $250 $600 $0 $0 $0 $50 $150 $0 $100 $0 $50 $0 $0 $0 $75 $0 Company Name 0% Computer Clearing House 6%'Action Computers 15% GIG Computers, Inc 0% Baker Street Resources 0%.taker Street Resources 0% Computer Clearing House 20% Restaurant Solutions 30% B 8 H Furniture Systems, Inc. 0% Ace Traders LLC 20% Restaurant Solutions 0% Baker Street Resources 17% GIG Computers, Inc 0% Baker Street Resources 0% Computer Clearing House 0% Computer Clearing House 17% Best Tel Services 0% Baker Street Resources 6% 0% 0% g. Furniture and Fixtures Robin Cole, a sales representative with 17 years' experience working for Freedman's New and Used Office Furniture Store in Tampa, confirmed that there is about a 40% to 50% economic depreciation in value in the first year, compared to new. A comprehensive survey conducted by my firm several years ago compared to dealer comments today reveals very little depreciation variance. 10 h. Computer Equipment Value Of Computer Equipment Over Time (3% Depreciation Rate I I I I I 12 16 20 24 28 32 36 Age (Months) Example current retail prices (taken from eBay and usedComputercom): Desktop 26Hz P4: $250; Laptop 1.6GHz PM: $500 Article: Why Do Computers Depreciate? "Personal computers rapidly lose economic value. Within two years after purchase, the price of a used computer falls to one-third of its price when new. The two -year -old computer can typically produce the same documents, run the same regressions, and connect to the same server as it did when new. Hence, by most measures, it can produce the same output. Thus, economic depreciation takes place with little or no physical deterioration or loss of productive capacity. The general source of this economic depreciation is not a puzzle. New computer models are typically both cheaper and more powerful than older ones. That new computers are cheaper and better than older computers has distinct effects on the value of older computers." (Why Do Computers Depreciate? Geske, Ramey and Shapiro, Publisher, University of Chicago Press) Article: Computerworld June 29, 2010:New technologies mean shorter server life cycles noted, "A three-year replacement cycle has become the norm at most data centers, says Paul Prince, d o of Dell's enterprise product group in Round Rock, Texas. `Three years is kind of a nice sweet spot... When we bought our first wave [of servers] almost three years ago, they only supported 32GB of memory... Now, the latest G6 models have 96GB of memory, so I can get triple the capacity for my virtualization." Computer equipment depreciation is recognized by the month due to constant functionality improvements (Functional; Obsolescence Depreciation) 11 Dealer Name Contact,Name Phone # email :Location Description Make Model •Serial Number Year Used Dealer #1 ,Bstock.net Ross Dewitt 913-768-8000 ext. 158 ros sak n ktelecom. corn Olathe KS IBM StoreWize V3700 Dual Controller Used Dealer#2 Bstock.net Ross Dewitt 913-768-8000 ext. 158 laps s, knkt_elepgip<cpw Olathe KS Lenovo Blade Center Switch Module IBM StoreWize V3700 Dual Con Cisco 2072-12C 20 Port Fibre Channel 7838668 44E5693 2014 2013 Used Dealer#3 Bstock.net Ross Dewitt 913-768-8000 ext. 158 co-ak1,Iktelec om, cor11 Olathe KS IBM Power 730 Express POWER? Server IBM 8231-E20 21B8D8T 2013 Age Dealer Used Asking Price for Subject Replacement Cost if New 1 $4,999.99 $6,999.99 2 $3,999.99 $9,499.00 2 $19,999.99 $58,071.00 Condition %of RCN Used Used 71% Used 42% I. Internet Examples Restaurant Equipment (See Restaurant Internet Research Backup Exhibit) Example ii Exhibit 5 Pg Ns email Description Make Model Serial Number Year Aga Dealer Used Asking Price (or Subject Replacement Cart IF New xOIRCN Subject Dough Mixer Hobart Legacy HL 2015 4-7 Range Garland G60-6R24RR 2015 3 8-10 Convection Oven Lang ECOF - API 2015 4 11.13 Microwave Steamer Panasonic PROil NE -2180 2015 5 14-17 Reach In Refrigerator Ariic Air AR49E 54" 2015 1 $3,000.00 $5,180,00 ,58% I $2,750.00 $5,11sm() 54% 1 $4,500.00 $6,615.00 68% 1 S1,899.98 S2,636.59 72% 1 $1,400.00 52.045.00 76% Example if Exhibit 5 Pg q s small Description Make Model Year Aga lei Used Asking Price for subject Replacement Cost if New %of RCN 6 10.19 himn:lionsw.ebov cornhlm1 TURBO -C FF- ENCOl W2 -I II GI i- aPEED-CONVECTIQhJ- MICROWAVE-OVEN- NIPS ENCQRE IMFG- 2013- Q31RMt744?3,07hgjji ern35f17ca4 I c ;High Speek Convection I Microwave Turbo Chef Encorel 2013 2 $5,390,00 58,597.75 63% 7 20-21 gvlvnmw,ebny conMHmt3 31528207146 Convection Steamer Cleveland 2013 2 $8,950,00 $17,176,0(1 52% 8 22.24 Commercial Roldgerator Glass 2 Door TRUE T49Ft3 9 25-26 yfnvw,ebgy.cern clnWWWO1 3 Southern -Pride -SC', - 200 -Smoker - /281704626201 Smoker Soulhem Pride SC -200 2013 2 $4.000.00 $5.787.01 69% 2013 2 $4,750,00 57,399.00 64% 10 27-30 Commercial Microwave Oven Panasonic 2 $1,599.00 53,599.00 2013 44% 34% Example n Exhibit 5 Pg tl s email Description Make Model Year Aige Dealer Used Asking Price for Subject Replacement Cost If New %of RCN 11 31-33 Deep Fat Fryer AF -75 12 34-35 Ref Bakery Display Case Structural Concepts H5C56650LR 2013 2013 13 36-37 High Speed Oven Turbo Chef Tornado 2012 14 38-40 Ventless fryer AutoFry Mn-40C 2012 3 $7,200.00 $11,299.00 1s 41.43 IrltpJhwxra hfy .comM mWV CIr ,hiss -Fr mPthlfas-GEF- ,G0-29 i.2 -2C 14- /3d1; •1026097hashoto jp4 nc a nf133n9 Ventres. Fryer Giles 40560 2012 44-46 Rapid Cook Oven TurboChef NGCD6 I6 2012 2 $900.00 $1,789.00 50% 2 $4,000.00 $9,978.10 40% 3 $3,500.00 $8,620 00 41% a 57,649,50 512,450.00 64% 61% 3 $4,795,00 S8,620,74 56'1x. Example II Exhibit s Pg as Contatt Name Phone If Description Make Model year Aga' Dealer Used Asking Price for Replacement Cost if New % al RCN Subject 17 48-49 Ebay Giro Group Seer Cooler TRUE TU-95.30 2012 18 50-52 Ebay Julies Restaurant Eqp Reach in Refrigerator Continental 3R 2012 19 53-54 Ebay throne Eqp Display Robigrotor TRUE 14RF 20 55-56 Ebay Ebay 21 57-59 Sonic Steamer Microwave Single Door Refrig Panasonic Blue Air 2012 2010 60-63 shay Sngl Dr Reach In Ref TRUE TG1R-18 R-13 TO 2010 22 2010 3 S1,599.00 52,448.38 65% 3 52,995.00 $4,701.53 64% 3 31,395.00 $3,436.29 41% 5 $1,249.00 $2,799.00 45% 5 $1,299,00 $3,665.60 35th 5 $1,1'50,00 $3240.02 3h% 7. The Marketplace check for Economic Obsolescence reveals the appropriateness of a Remaining Obsolescence Factor (ROF) for the first 5 years of this taxpayer's assets. This factor is applied to the assessor's existing Cost Depreciation tables in order to more accurately reflect the Fair Market Value "Buyer and Seller" definition in the statutes. 12 Computer Equipment Computer Peripheral Tech & Comm (8 Yr) Office FF&E Restaurant Equip CO Assessor ROF Factor CO Assessor ROF Factor Table Request Age Table Request :Table Co CO Assessor Rot Factor CO Assessor ROF Factor Assessor ROF Factor Req Table Request Table Request 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 76% 53% 33% 18% 15% - 21.0% - 18.0% -8.0% -3.0% -5.0% Darden Restaurants Valuation Summary - Weld County 85% 70% 55% 41% 29% 19% -25.0% -25_0% -20.0% -6.0% 1.0% 6.0% 90% 79°/0 68% 57% 47% 37% 29% 20% 15% - 25.0% - 29.0% -33.0% - 27.0% - 22.0% - 17.0% -14.0% - 10.0% -5.09' 92% 84% 76% 68% 59% 51% 43% 35% 28% 22% -37% -34% -26% -23% -19% -16% -13% -10% -8% 92% 84% 76% 68% 59% 51 % 43% 35% 28% 22% -27% -29% -26% - 28% - 19% - 16% - 13% - 5% -3% - 2% Account # Location ID Loc Address Loy: City Reported Cost RCN Elf Age A_ge/Life Value Actual Value County Value P2384603 21583 2285 GREELEY MALL GREELEY 550,034 ; 654,242 11.55 • 68,843 94,702 E 153320 8. Definitions, Rules and Authorities a. Valuation Depreciation and Accounting Depreciation: Depreciation is another term that appraisers use differently from non -appraisers such as accountants and the general public. The valuation concept of depreciation differs from the accounting concept of depreciation. Depreciation for valuation purposes is the estimated loss in value of an asset, compared with a new asset; appraisal depreciation measures value inferiority_ caused by a combination of physical deterioration, functional obsolescence, and economic (or external) obsolescence It is important for the appraiser to understand that currently in the United States the accounting depreciation process is one of cost allocation only, with certain exceptions addressed in Chapter 9, Valuing for Financial Reporting. It is not a method of valuation (ASA Textbook pgs. 13 & 14). b. Economic Useful Life: is the estimated period of time, usually stated in number of years that a new property may be profitably used for the purpose for which it was intended. Stated another way, economic life is the period of time, usually stated in years, that a new property can be used before it would pay the owner to replace it with the most economical replacement property that could perform an equivalent service. Functional or economic obsolescence factors may limit a property's economic life. An asset's economic life will often be less than its normal useful life. c. Effective Age: the apparent age of a property in comparison to a new property of like kind; that is the age indicated by the actual condition of the property. Effective age is often the more appropriate numerator in the age/life ratio that is chronological age. The effective age can also be estimated based on the weighted age of the trended historical cost. d. End -user: purchaser who will employ the assets in their business of selling grocery store items to the public 13 e. Percent of Cost Method: -This technique establishes a ratio between the selling price and the current cost new of a property. With sufficient data, similar properties can be analyzed and relationships developed among age, selling price and cost. f. Age/Life Cost Approach Using client Fixed Asset Records. An advantage of using the age/life technique is that effective age can often be calculated using the client's fixed asset records. The effective age can be determined by weighting the investment in a property or a group of assets. The weighting should be done on some equitable basis and must consider additions or deletions made over the asset's life. The procedure can be used for a single asset (if the records are sufficiently detailed) or, more commonly, for groups of assets (ASA Text, pg. 62) g. Assemblage Costs Depreciated. "As of the date of publication of this text, most appraisers take the position that appraisals for fair market value in continued use, assemblage costs should be depreciated, and that is the position consistently adopted in this text. Most appraisers agree that when an owner sells assets on an in continued -use basis, or when a potential buyer of those assets purchases on that basis, the transaction entails used assets and used assemblage costs and therefore the assemblage costs should be depreciated along with the asset itself. Assuming that the depreciation affecting the value of the base unit already has been measured by the used equipment market,athe appraiser still needs to calculate the loss in value of the assemblage costs by depreciating the replacement cost new of the assemblage costs, using the same techniques described in the cost approach" (ASA Text pgs. 106 and 107). 14 UPS CampusShip: Shipment Label J. ,,.b or a 00, UPS CampusShip: View/Print Label 1. Ensure there are no other shipping or tracking labels attached to your package. Select the Print button on the print dialog box that appears. Note: If your browser does not support this function select Print from the File menu to print the label. 2. Fold the printed label at the solid line below. Place the label in a UPS Shipping Pouch. If you do not have a pouch, affix the folded label using clear plastic shipping tape over the entire label. 3. GETTING YOUR SHIPMENT TO UPS Customers with a Daily Pickup Your driver will pickup your shipment(s) as usual. Customers without a Daily Pickup Take your package to any location of The UPS Store®, UPS Access Point(TM) location, UPS Drop Box, UPS Customer Center, UPS Alliances (Office Depot® or Staples®) or Authorized Shipping Outlet near you. Items sent via UPS Return Services(SM) (including via Ground) are also accepted at Drop Boxes. To find the location nearest you, please visit the Resources area of CampusShip and select UPS Locations. Schedule a same day or future day Pickup to have a UPS driver pickup all your CampusShip packages. Hand the package to UPS Access PointTM THE UPS STORE 5090 RICHMOND AVE HOUSTON ,TX 77056 FOLD HERE any UPS driver in your area. UPS Access PointTM THE UPS STORE 5060 W ALABAMA ST HOUSTON ,TX 77056 UPS Access Point -1m THE UPS STORE 1707 1 /2 POST OAK BLVD HOUSTON ,TX 77056 Tel w OT ci hli O VI CA w ›-I Z G AP -o Ln ON ei CO C) CO cc p_.4 w -I CD PL4 ill 11 I TSHARO CS 18.S.34. WN1IE60 75.0A 04/2016 en 32 5911 0 i 00 1!4 0 SI Cl.) _ 2. s*1/2 . NEX1 IG #: 1Z tv +� �-0 'S.c https://www.campusship.ups_comlcship/create?ActionOriginP air=default PrintWindowP... 07/20/16 July 22, 2016 Petitioner: GMRI INC C/O RYAN LLC PO BOX 4900 DEPT 715 SCOTTSDALE, AZ 85261-4900 CLERK TO THE BOARD PHONE (970) 400-4226 FAX (970) 336-7233 WEBSITE: www.co.weld.co.us 1150 O STREET P.O. BOX 758 GREELEY CO 80632 Agent (if applicable): RYAN LLC PO BOX 4900 SCOTTSDALE, AZ 85261-4900 RE: THE BOARD OF EQUALIZATION 2016, WELD COUNTY, COLORADO NOTIFICATION OF HEARING SCHEDULED Docket #: 2016-2334, AS0094 Appeal #: 2008211223 Hearing Date: 8/4/2016 10:00 AM Account(s) Appealed: P2384603 Dear Petitioner(s): The Weld County Board of Equalization has set a date of AUGUST 4, 2016, at or about the hour of 10:00 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, 2016, and mailed to you within five (5) business days. 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. 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 Clerk to the Board Weld County Board of County Commissioners cc: Christopher Woodruff, Assessor Hello