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HomeMy WebLinkAbout20153008.tiff RECEIVED SEP 1 4 2015 4•:r •�'+ - .. e,..' ' WELD COUNTY I Itr •; COMMISSIONERS 2015 WELD COUNTY PROPERTY ASSESSMENT STUDY :1 a �°"'II r 'ha T •,.� 7i _ire ti . . . I I. J ,s a sx,:b3e:il..„3. '., ' . • • • •� _' j l/. !it ;Ptbn; -"�,rajµ: • `' + c a E r,x. ,r„ ,I ! w. _ _ s1 d • adlie a ..77 - ••• std• ,r_ .. .. ... . . . 4, • . .• . . ,i, a., .: • _ t mom ,• / ' 0 • it if• • t it ' ' -" • aatitsi 4. - , i ti : , lit ' ;i i :may '•- � 1 • 'sIt - + I r , , -�e� i • . . ;e,4, I , igit 7. P i.if il er, 1 ‘ . . .IIIVII':',..4 I'' 4.-; 4r-- i 0 „ re a. •/ • - _ .• .- - A 'IL • II I "• r. .. .T" - •ti'jan Or if s_ • ( _ 0; •'.' / WILDIE AI'Pk0l.\l IN( tiNrim\tt:i, Audit Division Conithudiond --020/5" C e • AsL g 1t{ 2015-3008 WILDIGSE AlPH tiw. IN(ult1 111%)i.0 Audit Division September 15 , 2015 I Mr. Mike Mauer Director of Research " Colorado Legislative Council Room 029 , State Capitol Building Denver, Colorado 80203 RE: Final Report for the 2015 Colorado Property Assessment Study Dear Mr. Mauer: Wildrose Appraisal Inc. -Audit Division is pleased to submit the Final Reports for the 2015 Colorado Property Assessment Study. These reports are the result of two analyses: A procedural audit and a statistical audit. The procedural audit examines all classes of property. It specifically looks at how the assessor develops economic areas, confirms and qualifies sales, develops time adjustments and performs periodic physical property inspections. The audit reviews the procedures for determining subdivision absorption and subdivision discounting. Valuation methodology is examined for residential properties and commercial properties. Procedures are reviewed for producing mines, oil and gas leaseholds and lands producing, producing coal mines, producing earth and stone products, severed mineral interests, and non- producing patented mining claims. Statistical audits are performed on vacant land, residential properties, commercial/industrial properties and agricultural land. A statistical analysis is performed for personal property compliance on the eleven largest counties: Adams, Arapahoe, Boulder, Denver, Douglas, El Paso, Jefferson, Larimer, Mesa, Pueblo and Weld. The remaining counties receive a personal property procedural study. Wildrose Appraisal Inc. -- Audit Division appreciates the opportunity to be of service to the State of Colorado. Please contact us with any questions or concerns. 1111 41 41Ar Harry J . Fuller Project Manager Wildrose Appraisal Inc. -- Audit Division WILD ' • E API'H.%I$AI. INCORIVItA1 F.l1 Audit Division TABLE OF CONTENTS Introduction 3 Regional/Historical Sketch of Weld County 4 Ratio Analysis 6 Time Trending Verification 8 Sold/Unsold Analysis 9 Agricultural Land Study 11 Agricultural Land 11 Agricultural Outbuildings 12 Agricultural Land Under Improvements 13 Sales Verification 14 Economic Area Review and Evaluation 16 Natural Resources 17 Earth and Stone Products 17 Producing Oil and Gas 17 Vacant Land 18 Possessory Interest Properties 19 Personal Property Audit 20 Wildrose Auditor Staff 22 Appendices 2 3 2015 Weld County Property Assessment Study — Page 2 WILD ,E lipic ;\I'1'H,ItAl I I.)It l411t11 ED Audit Division INTRODUCTION • II NM 0 The procedural analysis includes all classes of Iorado. property and specifically looks at how the assessor develops economic areas, confirms and The State Board of Equalization (SBOE) qualifies sales, and develops time adjustments. reviews assessments for conformance to the The audit also examines the procedures for adequately discovering, classifying and valuing Constitution. The SBOE will order agricultural outbuildings, discovering revaluations for counties whose valuations do subdivision build-out and subdivision not reflect the proper valuation period level of discounting procedures . Valuation value. methodology for vacant land, improved residential properties and commercial The statutory basis for the audit is found in properties is examined. Procedures for C.R. S. 39- 1 - 104 (16)(a)(b) and (c). producing mines, oil and gas leaseholds and lands producing, producing coal mines, The legislative council sets forth two criteria producing earth and stone products, severed that are the focus of the audit group: mineral interests and non-producing patented mining claims are also reviewed. To determine whether each county assessor is annlvincT correctly thr, rnnstitiitinnal anal 1 1�d� Statistical analysis is performed on vacant land, statutory provisions, compliance requirements residential properties, commercial industrial of the State Board of Equalization, and the manuals properties, agricultural land, and personal published by the State Property Tax property. The statistical study results are Administrator to arrive at the actual value of compared with State Board of Equalization each class of property. compliance requirements and the manuals published by the State Property Tax To determine if each assessor is applying Administrator. correctly the provisions of law to the actual values when arriving at valuations for Wildrose Audit has completed the Property assessment of all locally valued properties Assessment Study for 2015 and is pleased to subject to the property tax. report its findings for Weld County in the following report. The property assessment audit conducts a two- part analysis: A procedural analysis and a statistical analysis. 201 5 Weld County Property Assessment Study -- Page 3 IlkWILD • ' E APPlt\I,:NM IN•ORrOlt\iiu • Audit Division REGIONAL / HISTORICAL SKETCH OF WELD COUNTY Rcoional Information Adams, Arapahoe, Boulder, Broomfield, Denver, Douglas, El Paso, Jefferson, Larimer, Weld County is located in the Front Range Pueblo, and Weld counties. region of Colorado. The Colorado Front Range is a colloquial geographic term for the populated areas of the State that are just east of the foothills of the Front Range. It includes if Julefwrp vv.., SEQ¢W ICxC LOGAN Saa Holyoke MOFFAT .J_ ROUTT t JACKSON uRF WELD S!erlmng PHILLIPS 41 Craig • 64 \ 20 3S • Ft Co .,s Si Steamboat Spgs • 16 `e - GeHley MO!GAN Aron Meeker 7 44 Wray • CRANE) BOULO Fort Morgan • RIO tlLANCO 26 • • YUMA /,,„Sylphw +•ulcer .p ' ° 52 l 60 ADAM 63it Eggk `a"'gs 4� Golder. � 1 WASHINGTONill —.,-._I • rcwgekm • 61 ���•� CLESUEEf .(WM 3 tits„ 16 ARAPAHOE - _1_ _ 3 — � � I "'` i awe Rati MOW?s .r , • . — • • 20 Burlington DOUGLAS FLIRT Hugo r • it KIT CARSON 32 ti A_ } 1+ Muff LINCOLN Cheyenne L _ f. _ 60 Colorado SP9s 31 ells r r [^ CHEYENNE. •t, L►.--T-> L`S.'a -'•' Ct k EL PASO 9 I - / ��.• IelHA 21 r _ - w . • t a w I . ' -- A .fads .;r .i I MONT. '. T. w I KIOWA . ' r ;2 J 2 cano»C�ty Pueblo CROWLEY 31 • • 13 C4 iNYy • White Las Animas _ ... -•r•• PUEBLO Cemar i r I, i I 14 La Junta • e _•} cusTER 51 � �::- is 'I z ` _ O BENT MOWERS •Dov { ='..` .. 1 : . E E OT 6 5� t 45 yf �r :Pe- E HUERFANO _ 1 xt . W?lacenbu p Springfield • _ t. ) iic - .....�__.. .r..-__- ....._.... • 4. —_ -'. .. - r 3TIl1A Trinidad LAS ANIMAS BAG rU!I0NAI 12 • 36 6 . w. ) _ 4)- - - • r 1 ) 201 5 \-Velcl County Properiv Assessment Study Page 4 WILD • E A Mt II,U. IN(ultl'okA I I U Audit Division Historical Information Weld County has a population of The county seat is Greeley which began as the approximately 252, 825 people with 63 . 32 Union Colony, which was founded in 1869 as people per square mile, according to the U. S. an experimental utopian community of "high Census Bureau's 2010 census data. This moral standards" by Nathan C. Meeker, a • represents a 39 .73 percent change from the newspaper reporter from New York City. 2000 Census. Meeker purchased a site at the confluence of the Cache la Poudre and South Platte Rivers Weld County covers an area of 4,004 square (that included the area of Latham, an Overland miles in north central Colorado. It is bordered Trail station), halfway between Cheyenne and on the north by Wyoming and Nebraska and on Denver along the tracks of the Denver Pacific the south by the Denver metropolitan area. Railroad formerly known as the " Island Grove The third largest county in Colorado, Weld Ranch. " The name Union Colony was later County has an area greater than that of Rhode changed to Greeley in honor of Horace Island, Delaware and the District of Columbia Greeley, who was Meeker's editor at the New combined. York Tribune, and popularized the phrase " Go West, young man. " Major Stephen H. Long made an expedition to the area now known as Weld County in 1821 . Weld County's cultural assets include In 1835 a government expedition came through Centennial Village, an authentic recreation of the general area; the next year a member of pioneer life on the Colorado plains. The that party, Lt. Lancaster Lupton, returned to Meeker Museum in Greeley is a national establish a trading post located just north of the historic site. Fort Vasquez in southern Weld present town of Fort Lupton. In 1837 Colonel County has an exciting history as an early Ceran St. V rain established tort St. Vrain; Port Colorado trading post. I he Greeley Vasquez was built south of Platteville about Philharmonic Orchestra is one of the oldest 1840. The latter was rebuilt in the 1930's by symphony orchestra west of the Mississippi. the State Historical Society. The University of Northern Colorado's Little Theatre of the Rockies is one of America's premier college dramatic organizations. (www.co. weld.co.us, www.wikipedia.ord) 2015 Weld County Property Assessment Stuck Page 5 10kWILDROSE AIPH11-u Ix«n<iolc\u:I) Audit Division RATIO ANALYSIS Methodology latter measures, but were counseled if there were anomalies noted during our analysis . All significant classes of properties were analyzed. Sales were collected for each Qualified sales were based on the qualification property class over the appropriate sale period, code used by each county, which were typically Pro p y ppro p p coded as either "Q" or "C." The ratio analysis which was typically defined as the 18-month period between January 2011 and June 2012 . included all sales. The data was trimmed for Counties with less than 30 sales typically counties with obvious outliers using IAAO standards for data analysis. In every case, we extended the sale period back up to 5 years prior to June 30, 2012 in 6-month increments. examined the loss in data from trimming to If there were still fewer than 30 sales, ensure that only true outliers were excluded. supplemental appraisals were performed and Any county with a significant portion of sales treated as proxy sales. Residential sales for all excluded by this trimming method was counties using this method totaled at least 30 examined further. No county was allowed to pass the audit if more than 5% of the sales were per county. For commercial sales, the total "lost" because of trimming. For the largest 11 number analyzed was allowed, in some cases, counties, the residential ratio statistics were to fall below 30. There were no sale quantity issues for counties requiring vacant land broken down by economic area as well. analysis or condominium analysis. Although it Conclusions was required that we examine the median and For this final analysis report, the minimum coefficient of dispersion for all counties, we acceptable statistical standards allowed by the also calculated the weighted mean and price- State Board of Equalization are: related differential for each class of property. Counties were not passed or failed by these ALLOWABLE STANDARDS RATIO GRID Llnweighted Coefficient of Property Class Median Ratio Dispersion Commercial / Industrial Between .95- 1 .05 Less than 20.99 Condominium Between .9S- 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 2015 Weld County Property Assessment Study - Page 6 OrWILDRQSE AIM 11+.AL INt'l)1P(HL17(:I, Audit Division The results for Weld County arc: Weld County Ratio Grid Number of Unweighted Price Coefficient • Qualified Median Related of Time Trend Property Class Sales Ratio Differential Dispersion Analysis Commercial/ Industrial 232 0.995 1 .027 10.6 Compliant Condominium N/A N/A N/A N/A N/A Single Family 8,554 0.974 1 .011 8. 1 Compliant Vacant Land 385 0.988 1 .072 15.9 Compliant Ratio Statistics tot CURRTOT /TASP Group Price Related Coefficient of Median Differential Dispersion 0 .976 1 005 .067 2 974 1 006 076 3 972 1 007 071 4 970 1 024 102 5 980 1032 153 6 .974 1 026 107 7 970 1 .003 152 8 975 1 019 142 9 980 1 018 .084 99 .974 1 .006 057 I Overall 1 974 1 .011 081 I NOTE: Eton Area 99 = Condominiums After applying the above described SBOE, DPT, and Colorado State Statute methodologies, it is concluded from the sales valuation guidelines. ratios that Weld County is in compliance with Recommendations None 2015 Weld County Property Assessment Study Page 7 .. :, : WILD ROSE ., Are•u%i,ti Ixtuui•Oic ir.0 Audit Division TIME TRENDING VERIFICATION Methodology trending adequately, and a further examination is warranted. This validation method also While we recommend that counties use the considers the number of sales and the length of inverted ratio regression analysis method to the sale period. Counties with few sales across account for market (time) trending, some the sale period were carefully examined to counties have used other IAAO-approved determine if the statistical results were valid. methods, such as the weighted monthly median approach. We are not auditing the methods Conclusions used, but rather the results of the methods After verification and analysis, it has been used. Given this range of methodologies used determined that Weld County has complied to account for market trending, we concluded with the statutory requirements to analyze the that the best validation method was to examine effects of time on value in their county. Weld the sale ratios for each class across the County has also satisfactorily applied the results appropriate sale period. To be specific, if a of their time trending analysis to arrive at the county has considered and adjusted correctly time adjusted sales price (TASP). for market trending, then the sale ratios should Recommendations remain stable (i.e. flat) across the sale period. If a residual market trend is detected, then the None county may or may not have addressed market 201 5 Weld County Property Assessment Study -- Page 8 0 WILDICSE :\17'R\!S U 1St a1A'On\7 :r Audit Division SOLD / UNSOLD ANALYSIS Methodology or if there arc other explanations for the observed difference. Weld County was tested for the equal treatment of sold and unsold properties to If the unsold properties have a higher median . I ensure that "sales chasing" has not occurred. value per square foot than the sold properties, The auditors employed a multi-step process to or if the median change in value is greater for determine if sold and unsold properties were r the unsold properties than the sold properties, valued in a consistent manner. the analysis is stopped and the county is concluded to be in compliance with sold and We test the hypothesis that the assessor has unsold guidelines. All sold and unsold valued unsold properties consistent with what properties in a given class are first tested, is observed with the sold properties based on although properties with extreme unit values several units of comparison and tests. The or percent changes can be trimmed to stabilize units of comparison include the actual value per the analysis. The median is the primary square foot and the change in value from the comparison metric, although the mean can also previous base year period to the current base be used as a comparison metric if the year. The first test compares the actual value distribution supports that type of measure of per square foot between sold and unsold central tendency. properties by class. The median and mean value per square foot is compared and tested The first test (unit value method) is applied to for any significant difference. This is tested both residential and commercial/industrial sold using non-parametric methods, such as the and unsold properties. The second test is Mann-Whitney test for differences in the 77 7 and 7 7 ni-Nniind +n von'd ITr1Qnld N•'l rant InTl r, distributions or medians between sold and -rr -V - - --- �- properties. The second test (change in value unsold groups. It is also examined graphically method) is also applied to residential or and from an appraisal perspective. Data can be commercial sold and unsold properties if the stratified based on location and subclass. The first test results in a significant difference second test compares the difference in the observed and/or tested between sold and median change in value from the previous base unsold properties. The third test (valuation year to the current base year between sold and modeling) is used in instances where the results unsold properties by class. The same from the first two tests indicate a significant combination of non-parametric and appraisal difference between sold and unsold properties. testing is used as with the first test. A third test It can also be used when the number of sold employing a valuation model testing a and unsold properties is so large that the non- sold/unsold binary variable while controlling parametric testing is indicating a false rejection for property attributes such as location, size, of the hypothesis that there is no difference age and other attributes. The model between the sold and unsold property values. determines if the sold/unsold variable is statistically and empirically significant. If all These tests were supported by both tabular and three tests indicate a significant difference graphics presentations, along with written between sold and unsold properties for a given documentation explaining the methodology class, the Auditor may meet with the county to used. determine if sale chasing is actually occurring, 201 S Weld County Property Assessment Study -- Page 9 ,� WILD ` ' E APPRAISAL INCORPORATED Audit Division Sold/Unsold Results Property Class Results Commercial/Industrial Compliant Condominium N/A Single Family Compliant Vacant Land Compliant 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 mariner. 2015 Weld County Property Assessment Study — Page 10 WILD ' • E AI'I'R\I'-\L IXCu1(I'tIt\lI.Ik Audit Division AGRICULTURAL LAND STUDY Acres By Subclass Value By Subclass Waste Sprinkler • 5. 59% R 38% 70,000.000 / 60.000.000 - - - IPP r. Flood 11 82% 50,000,000 40,000,000 r . . 4 ,_. to 30,000,000 I. t P t i 20,000,000 C.. i it, , . t , 10,000.000 -- Goy Farm 0 Grazing j1 } 28 20% r -T i 48 52% • , tr A>O 0,,, Zj Cr Lj.4O teadav Hey yd-1, 1% Agricultural Land County records were reviewed to determine (See Assessor Reference Library Volume 3 major land categories such as irrigated farm , Chapter S .) dry farm, meadow hay, grazing and other Conclusions 7 1 � 1• ianus. in aucuiion, county records were reviewed in order to determine if: Aerial An analysis of the agricultural land data photographs are available and are being used; indicates an acceptable appraisal of this soil conservation guidelines have been used to property type. Directives, commodity prices classify lands based on productivity; crop and expenses provided by the PTA were properly applied. County yields compared rotations have been documented; typical commodities and yields have been determined; favorably to those published by Colorado orchard lands have been properly classified and Agricultural Statistics. Expenses used by the valued; expenses reflect a ten year average and county were allowable expenses and were in an are typical landlord expenses; grazing lands acceptable range. Grazing lands carrying have been properly classified and valued; the capacities were in an acceptable range. The number of acres in each class and subclass have data analyzed resulted in the following ratios: been determined; the capitalization rate was properly applied. Also, documentation was required for the valuation methods used and any locally developed yields, carrying capacities, and expenses. Records were also checked to ensure that the commodity prices and expenses, furnished by the Property Tax Administrator (PTA), were applied properly. 201 5 Weld County Property Assessment Study - Page 11 WH- ti�,> LDROSE : rrk%r,u Ivcuia1c,itt1r.0 • Audit Division Weld County Agricultural Land Ratio Grid Number County County WRA Abstract Of Value Assessed Total Code Land Class Acres Per Acre Total Value Value Ratio 4107 Sprinkler 107,506 216.34 23,258,271 23,233,771 1 .00 4117 Hood 232,225 271 .85 63, 129,800 62,329,579 1 .01 4127 Dry Farm 563,608 31 .08 17,514, 184 17,572,009 1 .00 4137 Meadow flay 13,632 45. 38 618,613 618,613 1 .00 4147 Grazing 969,638 6. 12 5,930,915 5,930,915 1 .00 4167 Waste 111 ,768 1 .99 222,027 222,027 1 .00 'Total/Avg 1,998,377 55.38 110,673,810 109,906,913 1 .01 Recommendations None Agricultural Outbuildings Methodology Property Taxation for the valuation of agricultural outbuildings. Data was collected and reviewed to determine if the guidelines found in the Assessor's Recommendations Reference Library (ARL) Volume 3 , pages 5 .74 None through 5 .77 were being followed. Conclusions Weld County has substantially complied with the procedures provided by the Division of 201 5 Weld County Property Assessment Study -- Page 12 \'VILD ' E \t rn VS U. IXfllUMMA I cu Audit Division Agricultural Land Under Improvements • Methodology Weld County has used the following methods to discover the land area under a residential Data was collected and reviewed to determine improvement that is determined to be not if the guidelines found in the Assessor's integral under 39- 1 - 102, C.R. S. : Reference Library (ARL) Volume 3 , pages 5 . 19 and 5 .20 were being followed. • Property Record Card Analysis • Field Inspections Conclusions • Phone Interviews Weld County has used the following methods • In-Person Interviews with to discover land under a residential Owners/Tenants improvement on a farm or ranch that is determined to be not integral under 39- 1 - 102, • Written Correspondence other than Questionnaire C.R. S. : • Personal Knowledge of Occupants at • Questionnaires Assessment Date • Field Inspections • Aerial Photography/Pictometry • Phone Interviews Weld County has substantially complied with • In-Person Interviews with the procedures provided by the Division of Owners/'Tenants Property Taxation for the valuation of land • Written Correspondence other than under residential improvements that may or Questionnaire may not he integral to an agricultural • Personal Knowledge of Occupants at operation. Assessment Date Recommendations None 2015 Weld County Property Assessment Stuck Page 13 WILDROSE AI'YH11^1t. I.\{SIHI\3I(\lI:U Audit Division SALES VERIFICATION According to Colorado Revised Statutes: Part of the Property Assessment Study is the A representative body of sales is required when sales verification analysis. WRA has used the considering the market approach to appraisal. above-cited statutes as a guide in our study of the county's procedures and practices for (8) In any case in which sales prices of comparable verifying sales. properties within any class or subclass are utilized when considering the market approach to appraisal in WRA reviewed the sales verification the determination of actual value of any taxable procedures in 2015 for Weld County. This property, the following limitations and conditions study was conducted by checking selected sales shall apply: from the master sales list for the current valuation period. Specifically WRA selected 60 (a)(1) Use of the market approach shall require a sales listed as unqualified. representative body cf sales, including sales by a lender or government, sufficient to set a pattern, and All of the sales in the unqualified sales sample appraisals shall reflect due consideration of the had reasons that were clear and supportable. degree of comparability of sales, including the extent of similarities and dissimilarities among properties For residential, commercial, and vacant land that are compared for assessment purposes. In order sales with considerations over $ 500, the to obtain a reasonable sample and to reduce sudden contractor has examined and reported the ratio price changes or fluctuations, all sales shall be of qualified sales to total sales by class and included in the sample that reasonably reflect a true performed the following analyses of unqualified or typical sales price during the period specified in sales: section 39-1 - 104 (10.2). Sales of personal property exempt pursuant to the provisions of sections 39-3- The contractor has examined the 102, 39-3- 103, and 39-3-119 to 39-3-122 shall manner in which sales have been not be included in any such sample. classified as qualified or unqualified, including a listing of each step in the (b) Each such sale included in the sample shall be sales verification process, any coded to indicate a typical, negotiated sale, as adjustment procedures, and the county screened and verified by the assessor. (39- 1 - 103, official responsible for making the final C.R. S.) decision on qualification. The assessor is required to use sales of real property When less than 50 percent of sales are only in the valuation process. qualified in any of the three property classes (residential, commercial, and (8)(f) Such true and typical sales shall include only vacant land), the contractor analyzed those sales which have been determined on an the reasons for disqualifying sales in individual basis to reflect the selling price of the real any subclass that constitutes at least 20 property only or which have been adjusted on an percent of the class, either by number individual basis to reflect the selling price of the real of properties or by value, from the property only. (39-1 - 103, C.R. S.) prior year. The contractor has 201 7 We]c1 County Property Assessment Stuck — Page 14 11lkWILDIC E :VI'%\ism. INothy vk\7 CU Audit Division reviewed with the assessor any analysis unqualified sales, excluding sales that indicating that sales data are were disqualified for obvious reasons. inadequate, fail to reflect typical properties, or have been disqualified Weld County did not qualify for in- for insufficient cause. In addition, the depth subclass analysis. contractor has reviewed the 111 disqualified sales by assigned code. If Conclusions there appears to be any inconsistency Weld County appears to be doing an excellent in the coding, the contractor has conducted further analysis to job of verifying their sales. WRA agreed with determine if the sales included in that the county's reason for disqualifying each of the code have been assigned appropriately. sales selected in the sample. There are no recommendations or suggestions. If 50 percent or more of the sales are Recommendations qualified, the contractor has reviewed a None statistically significant sample of 2015 Welcl Count' Property Assessment Study - Page 15 WILD ` • E Or APPRAISAL INCORPORATED Audit Division ECONOMIC AREA REVIEW AND EVALUATION Methodology identified homogeneous economic areas Weld County has submitted a written narrative comprised of smaller neighborhoods. Each describing the economic areas that make up the economic area defined is equally subject to a set market areas. Weld County has also of economic forces that impact the value of the county's properties within that geographic area and this submitted a map illustrating these areas. Each of these narratives have been read and analyzed has been adequately addressed. Each economic for logic and appraisal sensibility. The maps area defined adequately delineates an area that will give "similar values for similar properties were also compared to the narrative for in similar areas." consistency between the written description and the map. Recommendations Conclusions None After review and analysis, it has been determined that Weld County has adequately 2015 Weld County Property Assessment Study — Page 16 IlktiVILDROSE AMR IN(010•012A1 Audit Division NATURAL RESOURCES Actual value determined - when. Earth and Stone Products (2) The valuation for assessment of leaseholds and lands producing oil or gas shall be • u determined as provided in article 7 of this title. Methodology § 39-1 -103, C.R.S. Under the guidelines of the Assessor's Article 7 covers the listing, valuation, and Reference Library (ARL), Volume 3, Natural assessment of producing oil and gas leaseholds VI Resource Valuation Procedures, the income and lands. approach was applied to determine value for production of earth and stone products. The Valuation: number of tons was multiplied by an economic Valuation for assessment. royalty rate determined by the Division of (1 ) Except as provided in subsection (2) of this Property Taxation to determine income. The section, on the basis of the information income was multiplied by a recommended contained in such statement, the assessor shall Hoskold factor to determine the actual value. value such oil and gas leaseholds and lands for The Hoskold factor is determined by the life of assessment, as real property, at an amount the reserves or the lease. Value is based on two equal to eighty-seven and one-half percent of: variables: life and tonnage. The operator (a) The selling price of the oil or gas sold there determines these since there is no other means from during the preceding calendar year, after to obtain production data through any state or excluding the selling price of all oil or gas private agency. delivered to the United States government or Conclusions any agency thereof, the state? of Colorado or 111•r rl(y en",-.lr }h,lt-.'�ilt ''l^ -lll:/•r -3 €' U4-4,--- 1 nl IL/14ln nl/l l9 The County has applied the correct formulas ~") -,5 S£ ) ---- — p1 .t ---V. i_P.A t.... . .V.-/,i and state guidelines to earth and stone of the state as royalty during the preceding production. calendar year; (b) The selling price of oil or gas sold in the Recommendations same field area for oil or gas transported from None the premises which is not sold during the preceding calendar year, after excluding the selling price of all oil or gas delivered to the Producing Oil and Gas United States government or any agency thereof, the state of Colorado or any agency thereof, or any political subdivision of the state Methodology as royalty during the preceding calendar year. Assessors Reference Library (ARL) Volume 3 , § 39-7-102, C.R.S. Chapter 6: Valuation of Natural Resources Conclusions STATUTORY REFERENCES The county applied approved appraisal procedures in the valuation of oil and gas. Section § 39- 1 - 103 , C.R. S. , specifies that producing oil or gas leaseholds and lands arc Recommendations valued according to article 7 of title 39, C.R.S. None 201 5 Weld County Property Assessment Stuck - Page 17 • ' WILD ' • E , APPRAISAL I\(Y)RN)ILA1 ED Audit Division VACANT LAND Subdivision Discounting Subdivisions were reviewed in 2015 in Weld developed using the summation method. County. The review showed that subdivisions Subdivision land with structures was appraised were discounted pursuant to the Colorado at full market value. Revised Statutes in Article 39-1 - 103 (14). Conclusions Discounting procedures were applied to all subdivisions where less than 80 percent of all Weld County has implemented proper sites were sold using the present worth procedures to adequately estimate absorption periods, discount rates, and lot values for method. The market approach was applied where 80 percent or more of the subdivision qualifying subdivisions. sites were sold. An absorption period was Recommendations estimated for each subdivision that was None discounted. An appropriate discount rate was 201S Weld County Property Assessment Study — Page 18 IlkWILD ' • E :\I'PR Ui:\l. IRct)RPoJt\TI.0 Audit Division POSSESSORY INTEREST PROPERTIES Possessory Interest Possessory interest property discovery and commercial possessory interest properties. valuation is described in the Assessor's The county has also been queried as to their • j Reference Library (ARL) Volume 3 section 7 confidence that the possessory interest in accordance with the requirements of properties have been discovered and placed on Chapter 39- 1 - 103 (17)(a) (II) C. R.S. the tax rolls. ea Possessory Interest is defined by the Property Conclusions Tax Administrator' s Publication ARL Volume 3 , Chapter 7: A private property interest in Weld County has implemented a discovery process to place possessory interest properties government-owned property or the right to the on the roll . They have also correctly and occupancy and use of any benefit in consistently applied the correct procedures and government-owned property that has been granted under lease, permit, license, valuation methods 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 agricultural and 20 1 5 Weld County Property Assessment Study — Page 19 WILDROSE Or .\I'I'R%Is 1t INC ultIY11t17 t I) Audit Division PERSONAL PROPERTY AUDIT Weld County was studied for its procedural compliance with the personal property Weld County is compliant with the guidelines assessment outlined in the Assessor' s Reference set forth in ARL Volume 5 regarding discovery Library (ARL) Volume 5 , and in the State procedures, using the following methods to Board of Equalization (SBOE) requirements for discover personal property accounts in the the assessment of personal property. The county: SBOE requires that counties use ARL Volume 5 , including current discovery, classification, • Public Record Documents documentation procedures, current economic • MLS Listing and/or Sold Books lives table, cost factor tables, depreciation • Chamber of Commerce/Economic table, and level of value adjustment factor Development Contacts table. • Local Telephone Directories, The personal property audit standards narrative Newspapers or Other Local must be in place and current. A listing of Publications businesses that have been audited by the • Personal Observation, Physical assessor within the twelve-month period Canvassing or Word of Mouth reflected in the plan is given to the auditor . • Questionnaires, Letters and/or Phone The audited businesses must be in conformity Calls to Buyer, Seller and/or Realtor with those described in the plan. The county uses the Division of Property Aggregate ratio will be determined solely from Taxation (DPT) recommended classification the personal property accounts that have been and documentation procedures. The DPT' s physically inspected. The minimum assessment recommended cost factor tables, depreciation sample is one percent or ten schedules, tables and level of value adjustment factor whichever is greater, and the maximum tables are also used. assessment audit sample is 100 schedules. Weld County submitted their personal For the counties having over 100,000 property written audit plan and was current for population, WRA selected a sample of all the 2015 valuation period. The number and personal property schedules to determine listing of businesses audited was also submitted whether the assessor is correctly applying the and was in conformance with the written audit provisions of law and manuals of the Property plan. The following audit triggers were used Tax Administrator in arriving at the assessment by the county to select accounts to be audited: levels of such property. This sample was selected from the personal property schedules • Businesses in a selected area audited by the assessor. In no event was the • Accounts with obvious discrepancies sample selected by the contractor less than 30 • New businesses filing for the first time schedules. The counties to be included in this • Incomplete or inconsistent declarations study are Adams, Arapahoe, Boulder, Denver, • Accounts with omitted property Douglas, El Paso, Jefferson, Larimer, Mesa, • Same business type or use Pueblo, and Weld. All other counties received • Businesses with no deletions or a procedural study. additions for 2 or more years 2015 Weld C int \ Prohcm /\sses�n1cut Siucly Page 20 0 WILD • E AMA 11+.11_ INCl)KI%)ICA1!:1) Audit Division • Non-filing Accounts - Best Information which range from .90 to 1 . 10 with no COD Available requirements. • Accounts close to the $7,300 actual Conclusions value exemption status Weld County has employed adequate • Accounts protested with substantial discovery, classification, documentation, • disagreement valuation, and auditing procedures for their personal property assessment and is in Weld County's median ratio is 1 .00. This is statistical compliance with SBOE requirements. in compliance with the State Board of Equalization (SBOE) compliance requirements Recommendations None 2015 Weld County Property Assessment Study Page 21 <4�t WILD ' • E APPRAISAL_ INCORPORATED Audit Division WILDROSE AUDITOR STAFF Harry J. Fuller, Audit Project Manager Suzanne Howard, Audit Administrative Manager Steve Kane, Audit Statistician Carl W. Ross, Agricultural/Natural Resource Analyst J. Andrew Rodriguez, Field Analyst 2015 Weld County Property Assessment Study -- Page 22 WILDROSE IXf11111'OIUl C.I1 Audit Division APPENDICES • 201S Weld County Property Assessment Study Page 23 Ole \'VILDRQVE Arrnti<,i 1"um„wain Audit Division STATISTICAL COMPLIANCE REPORT FOR WELD COUNTY 2015 I. OVERVIEW Weld County is an urban county located along Colorado's Front Range. The county has a total of 125,951 real property parcels, according to data submitted by the county assessor's office in 2015 . The following provides a breakdown of property classes for this county: 80,000 Real Property Class Distribution 60,000 — a+ C 7 (j 40,000 — 76,217 20,000 — 31,875 13,194 1 4,665 0 r r r I Vacant Land Res Imp Comm/Ind Imp Other type The vacant land class of properties was dominated by residential land. Residential lots (coded 100 and 1112) accounted for 80. 1% of all vacant land parcels. For residential improved properties, single family properties accounted for 92 . 2% of all residential properties. Commercial and industrial properties represented a much smaller proportion of property classes in comparison. Commercial/industrial properties accounted for 3 .7% of all such properties in this county. 20B Statistical Report: WELD COUNTY Page 24 0WROSE \Ira�iILD'AI h.uaw.asn Audit Division II. DATA FILES The following sales analyses were based on the requirements of the 2015 Colorado Property Assessment Study. Information was provided by the Weld County Assessor' s Office in April 2015 . The data included all 5 property record files as specified by the Auditor. S III. RESIDENTIAL SALES RESULTS There were 8 ,554 qualified residential sales that occurred in the 18-month sale period prior to June 30, r 2014. The sales ratio analysis results were as follows: 20l 5 Statistical Report: WELD COUNTY Page 25 WILDROSI✓ Audit Division Case Processing Summary Count Percent ECONAREA 0 1054 12.3% 2 2460 28.8% 3 2177 25.5% 4 428 5.0% 5 93 1 .1 % 6 1528 17.9% 7 50 .6% 8 29 .3% 9 295 3.4% 99 440 5.1 % Overall 8554 100.0% Excluded 0 Total 8554 Ratio Statistics for CURRTOT J TASP Group Price Related Coefficient of Median Differential Dispersion 0 .976 1 .005 .067 2 974 1 .006 076 3 .972 1 .007 .071 4 .970 1 .024 102 5 .980 1 .032 . 153 6 974 1 .026 107 7 .970 1 .003 . 152 8 .975 1 .019 . 142 9 .980 1 .018 .084 99 .974 1 .006 .057 Overall .974 1 .011 .081 NOTE: Econ Area 99 = Condominiums The above ratio statistics were in compliance with the standards set forth by the Colorado State Board of Equalization (SBOE) for the overall residential sales. The following graphs describe further the sales ratio distribution for these properties: 2015 Statistical Report: WELD COUNTY Page 26 110. WILDRQSE A I'I'R\i511.I\t Y IN I+I H\1 I I. Audit Division 2,500 - Mean = 099 Std. Dev. = 012 N ■ 8,554 2,000 -, • I 1 ,500_ DI C 0 P r O a. , 0 6. 11. 1 ,000 - il iii ~ 500 - it 0 9, ! 0.00 0.50 1.00 1 .50 2.00 2 50 salesratio 2.50 - • Residential Sale Price by Sales Ratio • • 7nn -. t a 1.50 - • z- a N • V Ti N 1.00 - r • • 0.50 • • 0.00 T —T T T T • I T T h N or M M M o N o a a a a ns o p p $ § $ s g § g § g g g TASP The above graphs indicate that the distribution of the sale ratios was within state mandated limits. 2015 Statistical Report: WELD COUNTY Page 27 VVILDI2E N,e.ry P���iu+�pui Audit Division Residential Market Trend Analysis We next analyzed the residential dataset using the 18-month sale period for any residual market trending and broken down by economic area, as follows: Coefficientsa ECONAREA Model Standardized Unstandardized Coefficients Coefficients B Std. Error Beta t Sig, 0 1 (Constant) .981 .006 174.675 .000 SalePeriod .001 001 056 1 .814 .070 2 1 (Constant) .974 004 246.735 000 SalePeriod .001 000 .063 3 131 002 3 1 (Constant) 969 004 239.988 .000 SalePeriod .001 000 .070 3 251 001 4 1 (Constant) .962 013 72.403 .000 SalePeriod .003 001 .092 1 .916 .056 5 1 (Constant) .939 042 22.267 000 SalePeriod 008 004 176 1 .730 087 6 1 (Constant) 985 007 136.547 000 SalePeriod 001 001 043 1 666 096 7 1 (Constant) .930 055 16.825 000 SalePeriod .006 006 154 1 .080 286 8 1 (Constant) 923 061 15.038 000 SalePeriod .008 006 .242 1 .294 207 9 1 (Constant) .971 016 61 .309 000 SalePeriod 002 002 075 1 .280 201 99 1 (Constant) .954 008 119.999 .000 SalePeriod .005 001 248 5.350 .000 a Dependent Variable: salesratio There was no residual market trending present in the sale ratio data for any of the economic areas. While three economic areas had statistically significant results, the magnitude of each trend was not significantly; we therefore concluded that the assessor has adequately addressed market trending in the valuation of residential properties. 201 S Statistical Report: WELD COUNTY Page 28 dis WILDROSE irr Audit Division Sold /Unsold Analysis In terms of the valuation consistency between sold and unsold residential properties, we compared the median actual value per square foot for 2015 between each group. The data was analyzed both as a whole and broken down by economic area, as follows: • : Median Mean Group N SPSF SPSF Unsold 67,231 $ 129 $ 129 " Sold 8 ,553 $ 137 $ 139 ECONAREA I Group N Median Mean SPSF SPSF 0 Unsold 5 , 180 $ 144. 26 $ 142 .68 Sold 1 ,054 $ 139. 32 $ 141 .51 2 Unsold 18 ,024 $ 141 .06 $ 141 .69 Sold 2,459 $ 146.77 $ 148 .05 3 Unsold 13,356 $ 138 .34 $ 139.75 Sold 2 , 177 $ 144.20 $ 151 .27 4 Unsold 5 ,538 $ 108 .54 $ 104.60 Sold 428 $ 119.78 $ 122 .49 5 Unsold 1 ,236 $91 .78 $94. 87 Sold 93 $ 114.09 $ 109.05 6 Unsold 16,884 $ 117.80 $ 114.44 Sold 1 ,528 $ 125 .67 $ 123 .28 7 Unsold 728 $65 . 28 $74.52 Sold SO $74.46 $92 . 25 8 Unsold 611 $76.91 $81 .88 Sold 29 $99.40 $98 .27 9 Unsold 2 , 190 $ 139 . 14 $ 133 .28 Sold 295 $ 149.84 $ 144.42 Condo Unsold 3,316 $99.09 $94.90 Sold 434 $ 105 . 13 $ 108 . 14 Given the difference in values for some of the economic areas, we also examined the median and mean change in value from 2014 to 2015 , both overall and by economic area, for residential sold and unsold properties, as follows: No. Median Mean Group Sales Chg Val Chg Val Unsold 65 ,807 1 .25 1 .27 Sold 8, 113 1 .25 1 .28 1 201 S Statistical Report: WELD COUNTY Page 29 sk, iIH IIaun>r.,un:1uxu,v Ivr Audit Division Median Mean ECONAREA Group No. Sales Chg Val Chg Val 0 Unsold 5 ,040 1 . 23 1 . 27 Sold 956 1 . 23 1 .27 2 Unsold 17,673 1 . 21 1 . 21 Sold 2,347 1 . 22 1 . 23 3 Unsold 12,967 1 .22 1 .22 Sold 2 ,016 1 . 25 1 .26 4 Unsold 5,447 1 . 36 1 . 36 Sold 420 1 .42 1 .41 5 Unsold 1 ,223 1 .41 1 .36 Sold 90 1 .42 1 .41 6 Unsold 16,667 1 .34 1 .36 Sold 1 ,499 1 .35 1 . 36 7 Unsold 663 1 . 14 1 .21 Sold 48 1 . 14 1 . 16 8 Unsold 603 1 .21 1 .29 Sold 26 1 .25 1 .26 9 Unsold 2,062 1 .27 1 . 33 Sold 274 1 .27 1 .30 Condo Unsold 3,300 1 . 18 1 .23 Sold 431 1 .20 1 .24 The above results indicate that sold and unsold residential properties were valued in a consistent manner. IV. COMMERCIAL/INDUSTRIAL SALE RESULTS There were 232 qualified commercial/industrial sales that occurred in the 18 month sale period prior to June 30, 2014. The sales ratio analysis results were as follows: Median 0.995 Price Related Differential 1 .027 Coefficient of Dispersion 10.6 The above table indicates that the Weld County vacant land sale ratios were in compliance with the SBOE standards. The following histogram and scatter plot describe the sales ratio distribution further: 2015 Statistical Report: WELD COUNTY Page 30 0 V4'ILDi .'E Arrx.�i-.,i.Pi:�xi.�xu n Audit Division Mean = 1 04 120- SW Dev = 0 266 Ng 232 100- 80- • CI G . V 7 Q to GO . IL 40- 20- 0 — -- 0 05 1 15 2 25 3 salesratlo 3 x Commercial Sale Price by Sales Ratio 'Sc 2.5 - . x 2 - a o • x w 1.5 - x on + 1 ,or x x xx x x x 0 I - I SO $5,000,000 $10,000,000 $15,000,000 $20,000,000 TASP Commercial/Industrial Market Trend Analysis The 232 commercial/industrial sales were next analyzed, examining the sale ratios across the 18 month sale period with the following results: 2015 Statistical Report: WELD COUNTY Page 31 W2QS\n•s a-IL�i hDIn EnavH ui • Audit Division Coefficientsa Model Standardized Unstandardized Coefficients Coefficients B std. Error Beta t Sig. 1 (Constant) 995 .031 32. 194 .000 SalePeriod .005 .003 .103 1 .564 .119 a. Dependent Variable: salesratio 3 - Commercial Market Trend Analysis + + + 25- is + + + o is I 4/1 1S - • + R + + t N + + + + + + + + + t + + 1 -�ulI .4fl .� tintSI f lit.tarsilU4j. I*II* I TI tTtT + + + + + + 05- $ 0- 0 5 10 15 20 SalePorlod There was no residual market trending present in the commercial sale ratios. We concluded that the assessor has adequately considered market trending adjustments as part of the commercial/industrial land valuation. Sold /Unsold Analysis We compared the median actual value per square foot for 2015 between sold and unsold groups to determine if sold and unsold properties were valued consistently. Based on the amount of subclasses for commercial and industrial properties, we chose only major subclasses with at least 10 sales for this analysis: i.e. those with improved abstract codes of 2212, 2220, 2230, 2235, 2245, and 3215 . The following analysis was then performed: Median Mean Group No. Props Val/SF Val/SF Unsold 3, 323 $61 $80 Sold 200 $75 $89 2015 Statistical Report: WELD COUNTY Page 32 fikWILDI .'E Arra�inu.h�r+air�aa�h Audit Division Sub Median Mean Class Group No. Props Val/SF Val/SF 2212 Unsold 615 $60.00 $86.52 Sold 33 $92.63 $ 108 .25 2220 Unsold 346 $80.00 $93 .53 Sold 19 $ 100.00 $ 120.98 • I 2230 Unsold 727 $70.00 $ 104.02 Sold 41 $78 .67 $ 118 .03 I r 2235 Unsold 604 $40.00 $49. 11 Sold 36 $42 .51 $48 .41 2245 Unsold 816 $73 .04 $79. 30 Sold 61 $75 .00 $76.02 3215 Unsold 1 215 $50.00 $50.76 Sold 10 $76.50 $74.66 Hypothesis Test Summary Null Hypothesis Test Sig. Decision Independent- The distribution of VaISF is the Samples Reject the 1 of sold. Mann- 000 null same across categories Whitney U hypothesis. Test Asymptotic significances are displayed. The significance level is 05 Given that there was a statistically significant difference using the non-parametric Mann Whitney U test, we next compared the percent change in value between 2014 and 2015 for sold and unsold commercial properties in Weld County, as follows: Median Mean Group N Chg Val Chg Val Unsold 3, 566 1 .000 1 .022 Sold 178 1 .058 1 . 117 2015 Statistical Report: WELD COUNTY Page 33 'Kt :�I'1'K\II.DI�\I ��.UHh'K IP Audit Division Hypothesis Test Summary Null Hypothesis Test Sig. Decision Independent- The distribution of DIFF is the same Samples Reject the I of sold. Mann- .000 null across categories Whitney U hypothesis. Test Asymptotic significances are displayed. The significance level is .05. Given that both of these comparisons indicated a statistical difference between sold and unsold commercial/industrial properties, we next developed an econometric model that used the assessor's actual value as the predicted variable. A total of 3, 253 commercial/industrial properties were analyzed. Commercial/industrial property subclasses included the following: ABSTRIMP Cumulative Frequency Percent Valid Percent Percent Valid 2212 648 18.4 18.4 18.4 2220 365 10.4 10.4 28.8 2230 768 21 .8 21 .8 50.6 2235 640 18.2 18.2 68.7 2245 877 24.9 24.9 93.6 3215 225 6.4 6.4 100.0 Total 3523 100.0 100.0 We developed a stepwise regression model to test whether sold and unsold properties were valued differently by the assessor. To do this, we included a binary variable for sold/unsold status. For the model, sold properties were coded " 1" and unsold properties were coded "0." Other variables tested included improved area, age, economic area, and commercial/industrial subclass. The stepwise regression analysis adds variables to the model based on their contributory strength, as measured by their t or p values (depending on the test) . Due to the number of sales, we used a p value of 0.02 and the tolerance threshold. At each step, a variable is added, and variables already in the model are re-evaluated to determine if they should remain in the model. After it is determined that adding additional variables will not improve the model's predicative or explanatory power, the process stops. Variables not included that this point are determined to not be significant. In this analysis, our primary focus was the sold/unsold variable previously described. After 8 iterations, the following results were generated by the model: 2015 Statistical Report: WELD COUNTY Page 34 \I'IV\tr\I ICI VI..k V1P Audit Division Model Summary Model Adjusted R SW. Error of R R Square Square the Estimate 1 .885a 783 782 875134 228 2 .888b .788 788 864061 240 3 .889c 791 791 857779.900 4 891d 794 794 852561 .381 I 5 .893e 797 796 846876 026 6 893f 797 797 845225 860 7 8939 798 798 843570 397 e 8 894" 799 .798 842772.676 a Predictors: (Constant), LIVEAREA b Predictors: (Constant), LIVEAREA, ECON2 c. Predictors: (Constant), LIVEAREA, ECON2, T2235 d Predictors: (Constant), LIVEAREA, ECON2, T2235, T3215 e. Predictors: (Constant), LIVEAREA, ECON2, T2235, T3215, ECON3 I Predictors: (Constant), LIVEAREA, ECON2, T2235, T3215, ECON3, AGE g Predictors: (Constant), LIVEAREA, ECON2, T2235, T3215, ECON3, AGE, ECON4 h Predictors (Constant), LIVEAREA, ECON2, 12235, T3215, ECON3, AGE, ECON4, T2220 The following coefficients were included in the model at Step 8 : 8 (Constant) 61225.988 21575.336 2.838 005 LIVEAREA 60.972 .546 .886 111 .610 .000 r."_.-.ti In ' ''n" a nn7 � r� � � n n-•n n n . nnn CL0LJINL 4LULMJ.2G 4.JU I 1 . 1 I G .Uf 3 9.L 14 .UUU T2235 -313730.708 37969.989 -.064 -8.263 .000 T3215 -497881 .757 62536.326 -.065 -7.961 .000 ECON3 328846.023 47059. 294 .056 6.988 .000 AGE -1093.551 258.827 -.032 -4.225 .000 ECON4 217895.371 58742.967 .029 3.709 .000 T2220 134141 .404 48475.653 .022 2.767 .006 a. Dependent Variable: CURRTOT The model at Step 8 did not include the Sold/Unsold variable, indicating that it did not make a significant difference in the model whether the properties were sold or unsold. Based on this finding, we concluded that the assessor valued sold and unsold residential properties consistently in 2015 . 2O15 Statistical Report: WELT) COUNTY Page 35 4 I.YI �I :I? :11'INN•11 �\l ukP�N 111U Audit Division V. VACANT LAND SALE RESULTS There were 385 qualified residential sales that occurred in the 18 month sale period prior to June 30, 2014. The sales ratio analysis results were as follows: Median 0.988 : 1 .072 Price Related Differential Coefficient of Dispersion 15.9 The above ratio statistics were in compliance overall with the standards set forth by the Colorado State Board of Equalization (SBOE) for the overall vacant land sales. The following graphs describe further the sales ratio distribution for all of these properties: 80- rviean = 1 00 Sid Dev = 0 23 — N ■ 385 60- u c 4, 3 40- al 1st - 40 20 - ailitt0 r - llikas1—s--t--"I T 0 05 15 salesraflo 2015 Statistical Report: WM) COUNTY Page 36 0 W:\i re�bILvDn1 l. iuiau�nb Audit Division 2 Vacant Land Sale Price by Sales Ratio x x x • x ittxx x x x . I x - qyax es in 1 , •• a x x A r. 4 ii xx x x i x x Is x x x w It x x xxAt 0.5- X*xx x x x N X 0- 1 1 T 1 /-® $0 $500,000 $1,000,000 $1,500,000 $2,000,000 vTASP The above histogram indicates that the distribution of the vacant land sale ratios was within state mandated limits. No sales were trimmed. Vacant Land Market Trend Analysis We next analyzed the 385 vacant land dataset using the 18-month sale period, with the following results: Coefficientsa Model Standardized Unstandardized Coefficients Coefficients B Std. Error Beta t Sig. I 1 (Constant) 993 I 019 53.402 .000 vSalePeriod .000 002 .010 .192 .848 a. Dependent Variable: salesratio 2015 Statistical Report: WELD COUNTY Page 37 OkVIVILDRE \I 1'k 11.11 I�.OWvk 1111. Audit Division Vacant Land Sales Market Trend Analysis + + + + + + + + + 15- + + $ + + + + + + + + * + . $ + + + + + a + + $ + a + + t 41 + t + 1 T tintiself•t••••;••*• N ♦ i4 + 4 *$ + + T t ♦ + + + + + + + + 05- * + + + ili 0- 0 5 10 15 20 vSalePeriod The above analysis indicated that no significant market trending was present in the vacant land sale data. We concluded that the assessor has adequately dealt with market trending for vacant land properties. Sold/Unsold Analysis In terms of the valuation consistency between sold and unsold vacant land properties, we compared the median change in value from 2014 to 2015 between each group. We stratified the vacant land properties by subdivision and found overall consistency. The following results present the overall comparison results: Subdivno Group No. Median Mean TOTAL Unsold 7,673 1 .00 1 .07 Sold 261 1 . 11 1 . 11 We also compared sold and unsold changes in value by reported neighborhoods, as follows: NBHD sold N Median Mean 171 Unsold 3 1 .6667 1 .4444 Sold 6 1 .6667 1 .7056 Total 9 1 .6667 1 .6185 174 Unsold 1 1 .3333 1 .3333 Sold 2 1 .2990 1 .2990 Total 3 1 .3333 1 .3105 901 Unsold 9 1 .0000 1 .0234 Sold 2 1 .2105 1 .2105 Total 11 1 .0000 1 .0574 201S Statistical Report: WELD COUNTY Page 38 0 VVILDIOSI✓ , Audit Division 911 Unsold 11 1 .1667 1 . 1561 Sold 4 1 .1667 1 . 1875 Total 15 1 .1667 1 .1645 2011 Unsold 6 1 .5111 1 .4741 Sold 8 1 .6664 1 .5738 Total 14 1 .5111 1 .5311 2201 Unsold 1 1 .0000 1 .0000 • I Sold 2 1 .2271 1 .2271 Total 3 1 . 1208 1 . 1514 2901 Unsold 12 '1 .0000 .8941 Sold 3 1 .0256 1 .0752 Total 15 1 .0000 .9303 2903 Unsold 7 1 .0000 1 .0017 Sold 4 1 .1875 1 . 1875 Total 11 1 .0000 1 .0692 3001 Unsold 8 .9615 .9339 Sold 2 .9183 .9183 Total 10 .9615 ,9308 3026 Unsold 2 1 .1667 1 . 1667 Sold 3 1 .0000 1 .0000 Total 5 1 .0000 1 .0667 3033 Unsold 3 1 .4000 1 .5815 Sold 8 1 .2687 1 .2117 Total 11 1 .2687 1 .3126 3801 Unsold 6 1 . 1192 1 .1765 Sold 2 1 .5476 1 .5476 Total 8 1 . 1429 1 .2692 3905 Unsold 20 1 .0000 .9555 grid c 1 .n000 I nnntZ Total 25 1 .0000 .9645 3911 Unsold 2 1 .0000 1 .0000 Sold 3 1 .0000 1 .0000 Total 5 1 .0000 1 .0000 6903 Unsold 77 1 .0000 1 .0000 Sold 2 .7367 .7367 Total 79 1 .0000 .9933 6905 Unsold 19 1 .0000 1 .0060 Sold 2 .8125 .8125 Total 21 1 .0000 .9876 6915 Unsold 1 1 .0000 1 .0000 Sold 2 1 . 1930 1 .1930 Total 3 1 .0526 1 .1287 9010 Unsold 13 1 .2000 1 . 1906 Sold 4 1 .0779 1 .0779 Total 17 1 .2000 1 . 1641 Overall, we concluded that the county assessor valued sold and unsold vacant properties consistently. 2015 Statistical Report: WELL) COUNTY Page 39 0 WILDRCSE Audit Division V. AGRICULTURAL IMPROVEMENTS ANALYSIS The final statistical verification concerned the assigned actual values for agricultural residential improvements. We compared the 2015 median improved value per square foot for this group and compared it to the 2015 median improved value per square foot for residential single family improvements in Weld County. The following indicates that both groups were valued in essentially the same manner: Descriptives ABSTRIMP Statistic Std. Error ImpVaISF SFR Mean $106.44 $5.222 95% Confidence Interval for Lower Bound $96.20 Mean Upper Bound $116.67 5% Trimmed Mean $97.07 Median $99.08 Variance 461460.515 Std. Deviation $679.309 Minimum $0 Maximum $67,990 Range $67,990 Interquartile Range $36 Skewness 84.4125 .019 Kurtosis 7649.672 .038 Ag Mean $105.93 $2.704 Res 95% Confidence Interval for Lower Bound $100.63 Mean Upper Bound $111.24 5% Trimmed Mean $99.28 Median 595.86 Variance 8487.296 Std Deviation $92.127 Minimum $0 Maximum $2,142 Range $2,142 Interquartile Range $61 Skewness 11.682 .072 Kurtosis 225.700 .143 VI. CONCLUSIONS Based on this 2015 audit statistical analysis, residential, commercial and vacant land properties were found to be in compliance with state guidelines. 2015 Statistical Report: WELD COUNTY Page 40 0 aQ to 'it C c a C CO o be tR rF 2R +>Q ?ft 2R aR ea zF o c a C CU w 0 M' C!1 C. 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IXcuIL1 t.\1I:L Audit Division Residential Median Ratio Stratification Sale Price Case Processing Summary Count Percent SPRec LT $25K 6 .1 % $25K to $50K 22 .3% $50Kto $100K 285 3.3% $100K to $150K 1041 12 2% $150K to $200K 1858 21 .7% $200K to $300K 3200 37.4% $300K to $500K 1912 22.4% $500K to $750K 188 2 2% $750K to $1 ,000K 29 .3% Over $1 ,000K 13 .2% Overall 8554 100.0% Excluded 0 Total 8554 Ratio Statistics for CURRTOT / TASP Group Coefficient of Variation Price Related Coefficient of Median Median Differential Dispersion Centered LT $25K I 1 .055 1 .016 1 .202 29.5% $25K to $50K 1 .263 1 .018 .248 34,8% $50K to $1001< 1 .065 1 .002 .161 22.0% $100K to $150K .987 1 .001 .110 15.4% $150K to $200K 977 1 .000 .081 11 .8% $200K to $300K 975 1 000 .064 9.2% $300K to $500K 960 1 .001 069 9.4% $500K to $750K .924 1 .001 .098 13.6% $750K to $1 ,000K .916 .997 .137 17.6% Over $1 ,000K .935 .992 .133 19.4% Overall .974 1 .011 .081 I 12.3% 201 5 Weld County Property Assessment Stuck' Page 42 WILDIO3E .\I'I'M.V'u.I't UHty Ik'I LL: Audit Division Subclass Case Processing Summary Count Percent ABSTRIMP 1212 7949 92.9% 1213 1 .0% 1214 1 .0% 1214 2 .0% 1214 1 .0% 1215 108 1 .3% 1216 2 .0% 1217 1 .0% 1218 1 .0% 1220 33 .4% 1223 1 .0% 1225 14 .2% 1230 434 5.1 % 1979 1 .0% 2235 1 .0% 2746 3 .0% 9240 1 .0% Overall 8554 100.0% Excluded 0 Total 8554 2015 Statistical Report: WELD COUNTY Page• 43 WILDI2SE Audit Division Ratio Statistics for CURRTOT 1 TASP Group Coefficient of Variation Price Related Coefficient of Median Median Differential Dispersion Centered 1212 .974 1 .010 .082 12.4% 1213 1 .227 1 .000 .000 % 1214 1 .553 1 .000 .000 % 1214 .995 .997 .073 10.3% 1214 1 .651 1 .000 .000 % 1215 . 993 1 .010 .101 13.3% 1216 .868 1 .004 .013 1 .8% 1217 .990 1 .000 .000 % 1218 .976 1 .000 .000 % 1220 .973 1 .017 .098 15.2% 1223 .881 1 .000 .000 % 1225 .853 .971 .157 19.8% 1230 .974 1 .006 .054 9.6% 1979 .632 1 .000 .000 % 2235 1 .027 1 .000 .000 % 2746 .948 .976 .055 10.3% 9240 1 .182 1 .000 .000 % Overall .974 1 .011 .081 12.3% 2015 Statistical Report: WELD COUNTY Page 44 46. �11lILDRQ;�P :1rrk :.n hruH:+w ::n Audit Division Age Case Processing Summary Count Percent • M AgeRec Over 100 188 2.2% 75 to 100 196 2 3% 50 to 75 579 6.8% 25 to 50 1201 14 .0% 5 to 25 4375 51 .1 % 5 or Newer 2015 23.6% Overall 8554 100.0% Excluded 0 Total 8554 Ratio Statistics for CURRTOT 1 TASP Group Coefficient of Variation Price Related Coefficient of Median Median Differential Dispersion Centered Over 100 976 1 034 .176 24. 4 % 75 to 100 967 1 .031 171 23. 5% rn ♦ _ -,r n-,n A niln . n., . n . n. :ask) LU fU t3fL t .Vl9 . I33 19. 1 iV 25 to 50 976 1 .025 .108 16.0% 5 to 25 979 1 .007 .070 10.0% 5 or Newer 963 1 004 .055 7. 7% Overall 974 1 .011 .081 12.3% MI5 Statistical Report: WELD COUNTY Page 45 at 1`'II.I)I , , :,T Audit Division Improved Area Case Processing Summary Count : Percent ImpSFRec LE 500 sf 8 I .1 % 500 to 1 ,000 sf 683 ' 8.0% 1 ,000 to 1 ,500 sf 2873 33.6% 1 ,500 to 2,000 sf 2642 30.9% 2,000 to 3,000 sf 1833 21 .4% 3,000 sf or Higher 515 6.0% Overall 8554 100.0% Excluded 0 Total 8554 Ratio Statistics for CURRTOT / TASP Group Coefficient of Variation Price Related Coefficient of Median Median Differential Dispersion Centered • LE 500 sf .895 1 518 I 392 51 .3% 500 to 1 ,000 sf .958 1 024 131 19.6% 1 ,000 to 1 ,500 sf .975 1 009 078 11 .9% 1 ,500 to 2,000 sf .975 1 .009 070 10.5% 2,000 to 3,000 sf .976 1 .009 074 10.7% 3,000 sf or Higher 973 1 019 106 15.4% Overall .974 1 011 I .081 12.3% 2015 Statistical Report: WELD COUNTY Page 46 lipVER • .'E .\I'Ix Vr\I I\I�IxIPk V l b Audit Division Improvement Quality Case Processing Summary Count Percent • I. QUALITY 1 175 2.0% 2 2111 24.7% 3 5646 66.0% 4 574 6.7% 5 40 .5% 6 7 .1 % Overall 8553 100.0% Excluded 1 ' Total 8554 Ratio Statistics for CURRTOT I TASP Group Coefficient of Variation Price Related Coefficient of Median Median Differential Dispersion Centered 1 .954 1 1 .018 .176 23.0% 2 .975 1 018 .109 16.5% 3 .974 1 008 .067 9.9% 4 .972 1 .010 .083 11 ,2% 5 .990 1 .012 .088 11 .5% 6 1 .054 1 .018 .091 12,1 % Overall .974 1 .011 .081 12.3% 2015 Statistical Report: WELD COUNTY Page 47 Audit Division Improvement Condition Case Processing Summary Count Percent CONDITION 1 9 .1 % 2 78 .9% 3 8451 98 8% 4 15 . 2% Overall 8553 100.0% Excluded 1 I Total 8554 Ratio Statistics for CURRTOT / TASP Group Coefficient of Variation Price Related Coefficient of Median Median Differential Dispersion Centered 1 1 .046 1 .012 203 25.8% 2 .991 1 .064 163 25.3% 3 .974 1 .011 080 12.1 % 4 .962 .977 078 11 .7% Overall .974 1 .011 081 12.3% 2015 Statistical Report: WELD COUNTY Page 48 0 WILDI C .'E :\rrr.a:V I.(ukHtlt\IIU Audit Division Commercial Median Ratio Stratification Sale Price Case Processing Summary • I Count Percent SPRec LT $25K 10 4.3% $25K to $50K 6 2.6% r $50K to $100K 33 14.2% $100K to $150K 41 17.7% $150K to $200K 17 7.3% $200K to $300K 27 11 .6% $300K to $500K 31 13 4% $500K to $750K 21 9 1 % $750K to $1 ,000K ' 12 5 2% • Over $1 ,000K 34 14.7% Overall 232 100.0% Excluded 0 Total 232 Ratio Statistics for CURRTOT 1 TASP Group Coefficient of variation Price Related Coefficient of Median nnedian Uinerentiai Dispersion Centered LT $25K 1 038 975 207 . 51 .2% $25K to $50K 1 249 1 027 394 50 7% $50K to $100K 998 1 001 .071 10.4% $100K to $150K .984 992 .097 19.8% $150K to $200K .990 1 014 150 41 .5% $200K to $300K .999 1 .005 .060 11 .1 % $300K to $500K .989 990 108 26.3% $500K to $750K 1 007 1 013 123 42.7% $750K to $1 ,000K 994 998 .036 8.9% Over $1 ,000K .988 991 066 12.9% Overall .995 1 027 106 27 1 % 2015 Statistical Report: WELD COUNTY Page 49 WILDRQSE 11-7 Audit Division Subclass Case Processing Summary Count Percent ABSTRIMP 1718 1 .4% 2212 36 15.5% 2215 3 1 .3% 2220 19 8.2% 2221 2 .9% 2223 1 .4% 2225 2 .9% 2228 5 2.2% 2230 41 17.7% 2233 2 .9% 2235 37 15.9% 2245 61 26.3% 2718 1 .4% 2725 1 .4% 2901 1 .4% 2966 1 .4% 3049 1 .4% 3050 1 .4% 3212 4 1 .7% 3215 10 4.3% 9259 1 .4% 9279 1 .4% Overall 232 100.0% Excluded 0 Total 232 • 2015 Statistical Report: WELD COUNTY Page 50 41, \)rILDI , Audit Division Ratio Statistics for CURRTOT I TASP Group Coefficient of Variation Price Related Coefficient of Median . Median Differential Dispersion Centered 1718 r .982 1 .000 I .000 .% 2212 .990 1 .022 .084 18.1 % 2215 .977 .978 .049 10.3% " 2220 .981 1 .075 .128 38.9% 2221 .752 .985 .231 32.7% 2223 1 .281 1 .000 .000 .% 2225 1 .149 1 .132 _130 18.4% 2228 1 .019 .865 .145 24.3% 2230 .998 1 .114 .172 47.1 % 2233 1 .020 1 .010 .015 2.1 % 2235 .998 .997 .035 8.5% 2245 .984 1 .001 . 131 23.4% 2718 1 .000 1 .000 .000 % 2725 1 .047 1 .000 .000 % 2901 .961 1 .000 .000 .% 2966 1 .000 1 .000 .000 96 fln . n .4 nr a + nnn � �� 3044 I .2 4 1 .uuu .uuu . 7b 3050 1 .091 1 .000 .000 % 3212 .997 .997 .020 4.1 % 3215 1 .000 1 .011 .018 3.5% 9259 .992 1 .000 .000 % 9279 .960 1 .000 .000 % Overall .995 1 .027 106 27.1 % 2015 Statistical Report: WELD COUNTY Y Page 51 0 WILDIC E A Itk11+U hi V41'.klll 1. Audit Division Age Case Processing Summary Count Percent AgeRec Over 100 7 3.0% 75 to 100 19 8.2% 50 to 75 23 9.9% 25 to 50 62 26.7% 5 t 25 114 49.1 % 5 or Newer 7 3.0% Overall 232 100.0% Excluded 0 Total 232 Ratio Statistics for CURRTOT 1 TASP Group Coefficient of Variation Price Related Coefficient of Median Median Differential Dispersion Centered Over 100 1 .000 1 .019 h .052 7.5% 75 to 100 .976 1 134 .213 51 .3% 50 to 75 1 .003 1 .054 .050 7.8% 25 to 50 .998 1 019 076 22.4% 5 to 25 .993 1 .017 089 18.5% 5 or Newer .984 879 .600 95.8% Overall .995 1 .027 .106 27.1 % 2015 Statistical Report: WELD COUNTY Page 52 dik WILDROSE pr AI k\la.l I\I'0111vk\ll l' Audit Division Improved Area Case Processing Summary Count Percent • I ImpSFRec LE 500 sf 8 3.4% 500 to 1 ,000 sf 19 8.2% 1 ,000 to 1 ,500 sf 19 8.2% ,n 1 ,500 to 2,000 sf 23 9.9% 2,000 to 3,000 sf 36 15.5% 3,000 sf or Higher 127 54.7% Overall 232 100.0% Excluded 0 Total 232 Ratio Statistics for CURRTOT / TASP Group Coefficient of Variation Price Related Coefficient of Median Median Differential Dispersion Centered LE 500 sf I .995 .991 055 I 9.6% 500 to 1 ,000 sf .975 1 .004 082 11 .4% 1 ,000 to 1 ,500 sf .982 1 031 154 24.9% 1 ,500 to 2,000 sf .990 1 .045 100 28.7% 2,000 to 3,000 sf .999 1 .067 156 35.8% 3,000 sf or Higher .995 1 .028 .093 27.0% Overall .995 1 .027 106 27.1 % 2015 Statistical Report: WELD COUNTY Page 53 WILDROSE Audit Division Improvement Quality Case Processing Summary Count Percent QUALITY 1 12 5.2% 2 23 9.9% 3 165 71 .1 % 4 31 13.4% 5 1 .4% Overall 232 100.0% Excluded 0 Total 232 Ratio Statistics for CURRTOT ! TASP Group Coefficient of Variation Price Related Coefficient of Median Median Differential Dispersion Centered 1 - .988 1 .140 .190 50.4% 2 .990 1 .047 . 103 16.1 % 3 .998 1 .014 .085 21 .7% 4 .984 1 .080 .183 44.7% 5 1 .244 1 .000 .000 % Overall .995 1 .027 .106 27.1 % 2015 Statistical Report: WELD COUNTY Page 54 WILDI .'E :�I9'IL �C/URHI S U Pwr Audit Division Improvement Condition Case Processing Summary Count Percent • CONDITION 2 10 4.3% 3 220 94.8% 4 2 .9% Overall 232 100.0% Excluded 0 Total 232 Ratio Statistics for CURRTOT / TASP Group Coefficient of Variation Price Related Coefficient of Median Median Differential Dispersion Centered 2 .989 .951 120 17.2% 3 .995 1 .028 .106 27.6% 4 1 .008 1 .013 120 16.9% Overall .995 1 .027 106 27.1 % 2015 Statistical Report: WELD COUNTY Page 55 is xY.u-p.e.! Audit Division Vacant Land Median Ratio Stratification Sale Price Case Processing Summary Count Percent SPRec LT $25K 45 11 .7% $25K to $50K 120 31 .2% $50K to $100K 91 23.6% $100K to $150K 47 12.2% $150Kto $200K 26 6.8% $200K to $300K 20 5.2% $300K to $500K 23 6.0% $500K to $750K 6 1 6% $750K to $1 ,000K 1 .3% Over $1 ,000K 6 1 .6% Overall 385 100 0% Excluded 0 Total 385 Ratio Statistics for CURRLND f VT ASP Group Coefficient of Variation Price Related Coefficient of Median Median Differential Dispersion Centered LT $25K 1 .111 1 .000 .193 26.3% $25K to $50K 1 .001 1 .000 .145 21 .4% $50K to $100K .947 1 006 146 20.4% $100K to $150K .944 1 .001 .159 24.4% $150K to $200K 1 .012 1 .003 _121 18.5% $200K to $300K .932 1 .006 .146 25.0% $300K to $500K .918 1 012 .147 19.6% $500K to $750K .820 1 .000 .256 30.4% $750K to $1 ,000K .702 1 .000 .000 % Over $1 ,000K .922 .984 .074 8.7% Overall 988 1 .072 .159 23.3% 2015 Statistical Report: WELD C'OUN'TY Page 56 WILD. II. \rrk. L l�uuu�naui Audit Division Subclass Case Processing Summary Count Percent • i ABSTRLND 100 170 44.2% 200 14 3.6% 300 7 1 .8% .� 400 4 1 .0% 520 4 1 .0% 530 2 .5% 540 1 .3% 550 1 .3% 1112 149 38.7% 2112 10 2.6% 2120 4 1 .0% 2130 9 2.3% 2135 6 1 .6% 3115 2 .5% 9140 1 .3% 9159 1 .3% Overall 385 100 0% Excluded 0 Total 385 2015 Statistical Report: WELD COUNTY Page 57 be W l l .1 )10Sk Audit Division Ratio Statistics for CURRI_ND IVTASP Group Coefficient of Variation Price Related Coefficient of Median Median Differential Dispersion Centered 100 I .995 1 .078 1 .153 23.0% 200 1 .007 1 .222 .278 35.8% 300 .900 1 .080 .179 26.8% 400 1 .010 .987 .077 16.1 % 520 .812 1 .009 .233 27.4% 530 .852 1 .108 .424 60.0% 540 1 .646 1 .000 .000 % 550 .984 1 .000 .000 % 1112 .986 1 .039 .138 20.5% 2112 .968 1 .067 .176 24,7% 2120 1 .327 .999 .080 11 .3% 2130 .934 .988 . 107 16,2% 2135 .959 1 .037 .198 32.4% 3115 .694 .887 .332 46.9% 9140 .602 1 .000 .000 % 9159 1 .229 1 .000 .000 % Overall .988 4 1 .072 4 .159 23.3% 2015 Statistical Report: WELD COUNTY Page 58 Hello