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3-6 SR 04-28-2014 City of Elk Request for Action River To Item Number Mayor and City Council 3-6 Agenda Section Meeting Date Prepared by Board of App, Aril 28, 2014 Tina Allard, City Clerk Item Description Reviewed by Board of Appeal and Equalization Meeting Cal Portner, City Administrator Reviewed by Action Requested 1. Sherburne County will call upon each property owner. The Board is asked to listen to the property owner and then make a determination regarding the value or classification of the parcel being considered. Options for motions include: a. No change b. Lower the value C. Raise the value d. Notify property owner of intent to raise value (reconvene meeting may be needed in order to give property owner a chance to speak,if not in attendance) e. Change the classification f. Have the assessor inspect the property and report back to the Board at reconvene meeting If the Board is faced with a decision that it is not sure how to vote,the decision should be "no change."The property owner is then able to appeal to the County Board or the Tax Court. 2. If the Board determines further review of any parcels by the assessor are needed,a reconvene meeting must be set in order for the assessor to report back to the Board for further action. The date and time must be determined before the recess of this meeting. The date must be set within 20 days of this meeting. This timeline would be April 29 to May 16. The only Council meeting scheduled during that timeframe is May 5. Background/Discussion Board Purpose The Board's purpose is to objectively determine if 2014 values or classification of parcels has been properly set by the assessor and should keep in mind that reductions in value shift the tax burden to others. It's assumed that the assessor has properly valued and classified a property and the burden of proof rests with the property owner who must present factual evidence to disprove the assessor's value or classification. All changes made by the Board must be based on fact. P a w E R E U 6 Y Template Updated 4/14 INIM UREI Reconvene Meeting The Board should not order the assessor to review a parcel and change the valuation/classification and then adjourn. The Board may ask the assessor to review a parcel and report back to the Board at a reconvene meeting. All issues must be resolved before the meeting is adjourned. If issues still need to be considered,the Board should recess until the next meeting. Once the Board has adjourned,it can't reconvene. Reconvene meetings should be limited to appeals and not for hearing a property owner's initial appeal. For a refresher,you can download the Local Board of Appeal and Equalization Handbook or a PowerPoint presentation from the Department of Revenue at: Handbook http://www.revenue.state.mn.us/local gov/prop tax admin/education/baetraining handbook.pdf PowerPoint Presentation http://www.revenue.state.mn.us/local gov/prop tax admin/education/baetraining presentation.pdf Certification At least one Councilmember must be at this meeting who attended state required training. Councilmember Motin is certified to July 1, 2016, and Councilmember Westgaard is certified to July 1, 2017. Staff will notify Council when new training opportunities are available. Financial Impact N/A Attachments ■ None C:\Users\jmiller\AppData\Local\Microsoft\Windows\Temporary Internet Files\Content.Outlook\GWL3I79K\Staff Report 2014.docx �- Onto Lis q lag 1/4 ward a Sherburne County Assessor Sherburne County Government Center 13880 Business Center Dr NW Elk River, MN 55330-1692 Phone: (763)765-4900 FAX: (763)765-4905 2014 ELK RIVER CITY ASSESSMENT Residential values increased approximately 7.67% throughout the City of Elk River. The property value increases are the result of 208 "good" sales used in the residential sales ratio study (Assessed value divided by sale price equals sales ratio). The sales ratio for the City of Elk River came in at 84.6%. 2010 110 sales — 100.5% Ratio = (4.62%) Decrease 2011 128 sales — 99.9% Ratio = (7.41%) Decrease 2012 85 sales— 113.4% Ratio = (11.25%) Decrease 2013 137 sales — 93.0% Ratio = 2.59% Increase 2014 208 sales — 84.6% Ratio = 7.67% Increase Agricultural market values remained stable. Commercial & Industrial values excluding new construction decreased approximately (2.0%). Apartment values increased approximately 7.25% (The majority of this increase is due to the Bluffs converting to apartment units). Taxable New Construction 2008 $35,232,600 2009 $11,431,200 2010 $ 6,785,600 2011 $12,562,000 2012 $ 8,656,700 2013 $ 20,085,400 Total City Estimated Market Values (Real Taxable Property) 2009 $2,113,528,600 2010 $2,005,640,252 2011 $1,873,410,300 2012 $1,721,462,200 2013 $1,728,439,800 2014 $1,838,493,300 2014 EHk River Local Board of Appeal and Equalization April 28, 2014 The Department of Revenue issued a memo which indicated that the base value to be used in calculating the average Green Acres value per acre for tillable land was to be $9,400.00. This is based on sales for the five base counties in southwest Minnesota, Lyon, Murray,Nobles, Rock and Pipestone. Sherburne County uses a 41% factor (3850/ac) for setting our Green Acres tillable value. Values are on a parcel or group of parcels 40 acres or more in sine. 2014 Estimated Market Values 2a Tillable 3600 - 4500/ac 2a/2b Pasture 4100/ac -Sarne values have been applied to CRP land Waste 500/ac 2b Woods 4100/ac 2014 Green Acres Values 2a Tillable 3850/ac 2a Pasture 2310/ac -Same values have been applied to CRP land Waste 500/ac Wetlands 500/ac 2013 Estimated Market Values 2a Tillable and Pasture 3600 - 4500/ac -Same values have been applied to CRP land Waste 500/ac 2b Woods 4100/ac 2013 Green Acres Values 2a Tillable 3750/ac 2a Pasture 2060/ac -Same values have been applied to CRP land Waste 500/ac Wetlands 500/ac Elk River Local BearQll of Appeal and Equalization El Ik River Year End Summary 2014 Assessment Re-assessment 1,865 properties out of 8,764 parcels were re-assessed,meeting our goals of 20% of the area. Residential Statistics 2013 2012 New Homes 87 37 Improvement Permits 242 200 Good Sales 208 137 Bad Sales 213 243 Total Sales 421 380 Beginning Sales Ratio 84.6% 93.0% Ending Sales Ratio 91.09% 95.41% Change overall +7.67% 2.59% Ave Sale Price $205,524 $180,500 Ave Assessed Value $190,281 $172,400 State Time Adjustment +8.4% none Apartment Sales 2 (8,30 unit) 3 (24,54,16 unit) Residential Land Bare Land Sales in 2013 =71 Average sale price= $32,200 Residential and Ag Buildings The house and garage schedule was increased to help raise the level of assessment. Ag house and garage increased with the Residential Building Schedule and Pole Buildings were individually reviewed and depreciated. Apartments Elk River has 39 Apartment projects with 1214 apt units. Granite Shores (formerly Bluff Block) includes 67 apartment units for this assessment. The value of Evans Meadows due to the Apartment Fire was lowered for the 16 units that were destroyed. A new 52 unit apartment building is planned near Elk River Station. Minor changes were made to other Apartments for new improvements, rents, etc. fi Aff_>e,rzJ*a 2014 city of Elk River Board of Appeal and Equalization April 28, 2014 Parcel No. 75-105-3200 Fee Owner: Carl E. and Sally 3. Thompson Address: 22017 Elk Lake Road NW, Elk River, MN 55330 Vacant Land Acreage: 20.00 acres On April 25, 2014, appraiser conducted an on-site review of the parcel. It is the appraiser's recommendation to correct the valuation of the parcel. BEFORE - Classification AgriculturaUHomestcad Land $34,200.00 Total $34,200.00 AFTER— Classification Agricultural/Homestead Land $14,400.00 Total - $14,400.00 This will result in a reduction of$19,$00.00 to the estimated market value. 2014 City of Elk River Board of Appeal and Equalization April 28, 2014 Parcel No. 75-105-2300 Fee Owner: Carl E. and Sally J. Thompson Address: 22017 Elk Lake Road NW, Elk River, MN 55330 Vacant Land Acreage: 40.00 acres On April 25, 2014, appraiser conducted an on-site review of the parcel. It is the appraiser's recommendation to correct the valuation of the parcel. BEFORE - Classification Agricultural/Homestead Land $66,800.00 Total $66,800.00 AFTER— Classification Agricultural/Homestead Land $25,800.00 Total - $25,800.00 This will result in a reduction of$41,000.00 to the estimated market value. A 2014 ELK RIVER BOARD OF EQUALIZATION April 28,2014 OWNER: River Holdings, LLC ADDRESS: 414 Main Street NW Elk River, MN 55330 LEGAL: Lot 10, Block I Auditors Subdivision No. 5 PARCEL# 75-401-0145 On April 25, 2014 the property owner requested a review of the 2014 Estimated Market value of the property. After review of the condition of the property on April 25, 2014, I recommend the following changes. Assessment of property is as follows: Before change Land Building Total $32,800 $77,300 $110,100 After change Land Building Total $32,800 $58,100 $94,200 Decrease: $15,900 2014 ELK RIVED BOARD OF EQUALIZATION April 28, 2014 OWNER: Michael & Carla Pietrzak ADDRESS: 19629 Carson Circle NW Elk River, MN 55330 LEGAL: Lot 10, Block 1 Hillside Estates Ninth Addition PARCEL# 75-7t4-0150 On April 23, 2014 the property owner requested a reassessment of the property for an increase in the Estimated Market Value of the property. After review of the property on April 24, 2014 , I recommend the following changes. Assessment of property is as follows: Before change Land Building Total $45,700 $151,200 $196,900 After change Land Building Total $45,700 $154,100 $199,800 Increase: $2,900 2014 ELK RIVER BOARD OF EQUALIZATION April 28, 2014 OWNER: John & Brooke Vandenhoek ADDRESS: 10647 184" Ave NW Elk River, MN 55330 LEGAL: Lot 26, Block 3 Trott Brook Farms Sixth Addition PARCEL# 75-681-0352 On April 22, 2014 the property owner requested review of the Estimated Market Value of the property. After review, I recommend the following changes. Assessment of property is as follows: Before change Land Building Total $45,700 $237,100 $282,800 After change Land Building Total $45,700 $225,300 $271,000 Decrease : $11,800 Arp� 2014 ELK RIVER BOARD OF EQUALIZATION April 28,2014 OWNER: Denis & Gina Dahl ADDRESS: 18469 Polk Circle NW Elk River, MN 55330 LEGAL: Lot 5, Block 3 Trott Brook Farms Sixth Addition PARCEL# 75-681-0310 On April 23, 2014 the property owner requested review of the Estimated Market Value of the property. After review, I recommend the following changes. Assessment of property is as follows: Before change Land Building Total $45,700 $253,900 $299,600 After change Land Building Total $45,700 $241,286 $287,000 Decrease : $12,600 9 20➢4 ELK R:VER BOARD OF EQUALIZATION Apr1 28, 2014 OWNER: Lori Touchette ADDRESS: 18443 Trott Brook Parkway Elk River, NIN 55330 LEGAL: Lot 1, Block 4 Trott Brook Farms 6th Addition PARCEL# 75-681-0402 An Estimated value was placed on the property for the 2014 assessment because Appraiser was unable to make an interior inspection. On April 25, 2014 an interior inspection was completed. I recommend the following changes. Assessment of property is as follows: Before change Land Building Total $45,700 $188,800 $234,500 After change Land Building Total $45,700 $175,700 $221,400 Decrease: $13,100 2014 ELK RIVER BOARD OF EQUALIZATION April 28, 2014 OWNER: Ed Specht ADDRESS: Vacant Land Ells River, NIN 55330 LEGAL: W 1-2 OF NE 1-4 &NE 1-4 OF NW 1-4 EX INST NO 137945 PARCEL# 75-014-1200 On April 22, 2014 I visited with the property owners and determined one billboard site was missing from the valuation. Per our discussion, a $500 commercial value has been added to the value. Assessment of property is as follows: Before change Land Building Total $498,400 $0 $498.400 After change Land wilding Total $498,900 $0 $498,900 Increase : $500 2014 ELK RIVER BOARD OF EQUALIZATION April 28,2014 OWNER: Capital Properties Elk River, LLC ADDRESS: 12580192' Ct NW Elk River, MN 55330 LEGAL: Lot 2, Block 2, Elk River Industrial Park PARCEL# 75-427-0220 On April 18, 2014 the property owner requested review of the 2014 Estimated Market Value of the property. After review, I recommend no change to the 2014 Estimated Market values below. Assessment of property is as follows: Land Building Total $62,600 $575,700 $638,300 Recommendation: No change 2014 ELK RIVER BOARD OF EQUALIZATION April 28, 2014 OWNER: 429 LLC ADDRESS: 429 Main Street NW Elk River, MN 55330 LEGAL: Lot 1, Block 2, Village of Elk River PARCELi# 75-405-1520 On April 18, 2014 the property owner requested review of the 2014 Estimated Market Value of the property. After review, I recommend no change to the 2014 Estimated Market values below. Assessment of property is as follows: Land Building Total $98,000 $123,800 $221,800 Recommendation: No change 2014 ELK RIVER BOARD OF EQUALIZATION April 28, 2014 OWNER: CE Murphy 657, LLC ADDRESS: 657 Main Street NW Elk River, MN 55330 LEGAL: The West 34 ft Lot 1, Block 4, Village of Elk River PARCEL# 75-405-0410 On April 18, 2014 the property owner requested review of the 2014 Estimated Market Value of the property. After review, l recommend no change to the 2014 Estimated Market values below. Assessment of property is as follows: Land Building Total Comm. $68,200 $256,300 $324,500 Res. $11,100 $62,600 $73,700 Total $79,300 $318,900 $398,200 Recommendation: No change