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HomeMy WebLinkAbout2023SA258 - City v. Lazy D Grazing Association, et al. - 11 - Answer BriefCOLORADO SUPREME COURT 2 East 14th Avenue Denver, Colorado 80203 COURT USE ONLY Appeal From: Division 1 Water Court - South Platte River Basin Hon. Todd Taylor, Water Judge Case Number 2020 CW 3113 Concerning the Application for Water Rights of: LAZY D GRAZING ASSOCIATION, in Weld County Opposers - Appellants: CITY OF STERLING; and CITY OF FORT COLLINS Applicant - Appellee: LAZY D GRAZING ASSOCIATION Non-Participating Opposers: BASIN LANDS, LLC; BIJOU IRRIGATION COMPANY; BIJOU IRRIGATION DISTRICT; CACHE LA POUDRE WATER USERS ASSOCIATION; CITY OF BOULDER; CITY OF ENGLEWOOD; CITY OF GREELEY, ACTING BY AND THROUGH ITS WATER AND SEWER BOARD; CITY OF THORNTON; L.G. EVERIST, INC.; NORTHERN COLORADO WATER CONSERVANCY DISTRICT; MARY ESTABROOK; STATE ENGINEER AND DIVISION ENGINEER FOR WATER DIVISION NO. 1; and UNITED WATER AND SANITATION DISTRICT. Attorneys for Applicant-Appellee Lazy D Grazing Ass’n: Bradley C. Grasmick, #35055 Wesley S. Knoll, #48747 Richard LiPuma, #17892 LAWRENCE CUSTER GRASMICK JONES & DONOVAN, LLP 5245 Ronald Reagan Blvd., Suite 1 Johnstown, CO 80534 Telephone: (970) 622-8181 Email: brad@lcwaterlaw.com; wes@lcwaterlaw.com; rich@lcwaterlaw.com Case Number: 2023 SA 258 ANSWER BRIEF DATE FILED: February 13, 2024 2:22 PM FILING ID: 278E0CC699264 CASE NUMBER: 2023SA258 ii CERTIFICATE OF COMPLIANCE I hereby certify that this brief complies with all requirements of C.A.R. 28 and C.A.R. 32, including all formatting requirements set forth in the rules. Specifically, the undersigned certifies that: The brief complies with the applicable word limits set forth in C.A.R. 28(g). It contains 9,475 words. The brief complies with the standard of review requirements set forth in C.A.R. 28(b). In response to each issue raised, the appellee must provide under a separate heading before the discussion of the issue, a statement indicating whether appellee agrees with appellant’s statements concerning the standard of review and preservation for appeal and, if not, why not. I acknowledge that my brief may be stricken if it fails to comply with any of the requirements of C.A.R. 28 and C.A.R. 32. LAWRENCE CUSTER GRASMICK JONES & DONOVAN LLP /s/ Richard LiPuma _____________________________ By: Bradley C. Grasmick Wesley S. Knoll Richard LiPuma Attorneys for Lazy D Grazing Ass’n iii TABLE OF CONTENTS Certificate of Compliance . . . . . . . . ii Table of Contents . . . . . . . . . . iii Table of Authorities . . . . . . . . . vi Issues Presented . . . . . . . . . . 1 Statement of the Case . . . . . . . . . 1 I. Nature of the Action . . . . . . . 1 II. Course of Action and Disposition . . . . . 2 III. Procedural History . . . . . . . . 6 IV. Statement of Facts . . . . . . . . 8 Summary of the Argument . . . . . . . . 14 Argument . . . . . . . . . . . 16 I. The SEO was Legislatively Authorized to Issue Its Determination of Facts . . . . . . 16 A. The Standard of Review is De Novo . . . . 16 B. Nontributary Groundwater is Distinct from Tributary Groundwater and Treated Differently Under the Constitution and Laws of Colorado . . . . 16 C. The SEO is Required to Determine Facts Presented in Nontributary Groundwater Applications . . . 19 iv D. The SEO Did Not Make Inappropriate Legal Conclusions . . . . . . . . 22 E. No Violation of Due Process Occurred . . . 24 F. Even if the SEO Exceeded Its Authority, the Water Court Did Not Rely on the Presumptions Arising from Its Determination . . . . . 24 II. The Water Court Did Not Misapply Presumptions or Shift the Burden of Proof to the Cities . . . . . 25 A. Lazy D Agrees the Standard of Review of Review is De Novo . . . . . . . . 25 B. The Water Judge Understood and Correctly Applied the Presumption that Groundwater is Tributary . . 25 C. The Water Judge Correctly Analyzed the Presumption Arising from the SEO’s Determination of Facts . . 27 D. The Water Court Did Not Shift the Burden of Proof to the Cities or Require Proof that ULA Groundwater is Tributary . . . . . . . . 29 III. The Water Court’s Ruling that the Nontributary Presumption Was Not Rebutted Applied the Correct Standard and was Supported by Evidence . . . . . . . 31 A. The Standard of Review is Clear Error, Not De Novo . 31 B. The Water Court Applied the Correct Legal Standard and Its Findings of Fact, Including that the Presumption Was Not Sufficiently Rebutted, Must be Upheld . . 32 v IV. The Water Judge Did Not Improperly Rely on Extra-Record Evidence to Determine Disputed Adjudicative Facts . . 34 A. The Correct Standard of Review is Abuse of Discretion . 34 B. Water Courts Are Allowed, and Should Be Encouraged, to Consider Authoritative Legal and Scientific Sources . 35 1. Independent Judicial Research on Scientific Matters is Widely Accepted and Should be Encouraged . 35 2. Colorado Law Allows Independent Judicial Research on the Scientific Principles Relating to Groundwater . . . . . . 37 3. The Water Judge Did Not Erroneously Rely on Extra-Record Sources . . . . . 42 V. A Final Note on the Impact This Court’s Ruling Will Have . 43 Conclusion . . . . . . . . . . . 44 Certificate of Service . . . . . . . . . 46 vi TABLE OF AUTHORITIES COLORADO CONSTITUTION Colo. Const. art. XVI, § 5 . . . . . . . 16, 18 Colo. Const. art. XVI, § 6 . . . . . . . 16-17, 18 COLORADO CASES American Water Dev. v. City of Alamosa, 874 P.2d 352 (Colo. 1994) . . . . . . . 28 American Water Dev., Inc. v. City of Alamosa, 874 P.2d 352 (Colo. 1994) . . . . . . . 19 Anderson v. Lett, 374 P.2d 478 (Colo. 1962) . . . . . . . 41 Bayou Land Co. v. Talley, 924 P.2d 136 (Colo. 1996) . . . . . . . 19 Chatfield East Well Co. v. Chatfield East Property Owners Ass’n., 956 P.2d 1260 (Colo. 1998) . . . . . 17, 18, 20, 23, 28 City & County of Denver v. Middle Park Water Conservancy Dist., 925 P.2d 283, 286 (Colo. 1996) . . . . . . 31-32 City of Black Hawk v. City of Central, 97 P.3d 951 (Colo.2004) . . . . . . . 32, 34 City of Englewood v. Burlington Ditch, Res. & Land Co., 235 P.3d 1061 (Colo. 2010) . . . . . . 16, 34 vii Colorado Ground Water Com’n. v. North Kiow-Bijou Groundwater Mgmt. Dist., 77 P.3d 62 (Colo. 2003) . . . . .17, 17 n.2, 19-20, 25, 39 Colorado Water Conservation Bd. v City of Central, 125 P.3d 424 (Colo. 2005) . . . . . . . 22 Dahman v. Ford Leasing Dev. Co., 492 P.2d 875 (Colo. App. 1971) . . . . . . 6, 26 East Cherry Creek Valley Water and Sanitation Dist. v. Rangeview Metro. Dist., 109 P.3d 154 (Colo. 2005) . . . . . . 18, 19, 20 East Twin Lakes Ditches and Water Works, Inc. v. Board of County Com’rs. of Lake County, 76 P.3d 918 (Colo. 2003) . . . . . . . . 29 Empire Lodge Homeowners’ Ass’n. v. Moyer, 39 P.3d 1139 (Colo. 2001) . . . . . . 16-17 Equitable Life Assur. Soc. Of U.S. v. Hemenover, 100 Colo. 231 (1937) . . . . . . . . 40 Gallegos v. Groundwater Com’n., 147 P.3d 20 (Colo. 2006) . . . . . . . . 16 In re Gibbs, 856 P2d 798 (Colo. 1993) . . . . . . 32, 34 Kuiper v. Lundvall, 187 Colo. 40, 529 P.2d 1328 (1974) . . . . . . 18 viii Lowder v. Tina Marie Homes, Inc., 601 P.2d 657 (Colo. 1979) . . . . . . . 41 Martin v. People, 27 P.3d 846 (Colo. 2001) . . . . . . . . 22 Mile Hi Concrete, Inc. v. Matz, 842 P.2d 198 (Colo. 1992) . . . . . . 39, 40 Monte Vista Canal Co. v. Centennial Irrigating Ditch Co., 135 P. 981 (Colo. App. 1913) . . . . . . 40-41 People ex rel. AJL, 243 P.3d 244 (Colo. 2010) . . . . . . . 26 People ex rel. Danielson v. City of Thornton, 775 P.2d 11 (Colo. 1989) . . . . . . . 32 People v. G.H. Hard Land Co., 117 P.141 (Colo. 1911) . . . . . . . . 41 People v. Marsh, 396 P.3d 1 (Colo. App. 2011) . . . . . . . 34 People v. Orozco, 210 P.3d 472 (Colo. App. 2009) . . . . . . 34 People v. Sena, 2016 COA 161 . . . . . . . . 34, 40 People v. Shreck, 22 P.3d 68 (Colo. 2001) . . . . . . . . 36 ix Prestige Homes v. Legouffe, 658 P.2d 850 (Colo. 1983) . . . . . . 41-42 Safranek v. Town of Limon, 228 P.2d 975 (Colo. 1951) . . . . . . 25, 26 Sierra Mining Co. V. Lucero, 194 P.2d 302 (Colo. 1948) . . . . . . . 41 Simpson v. Bijou Irrigation Co., 69 P.3d 50 (Colo. 2003) . . . . . . . . 16 State Engineer v. Castle Meadows, Inc., 856 P.2d 496 (Colo. 1993) . . . . . . . 22 Stonewall Estates v. CF & I Steel Corp., 592 P.2d 1318 (Colo. 1979) . . . . . . . 26 Upper Black Squirrel Creek Groundwater Mgmt. Dist. v. Goss, 993 P.2d 1177 (Colo. 2000) . . . . . 16, 17, 18, 39 Water Supply & Storage Co. v. Larimer & Weld Irr. Co., 24 Colo. 322 (1897) . . . . . . . 39-40 Wolfe v. Jim Hutton Educational Foundation, 2015 CO 17 . . . . . . . . 16, 29, 31 OTHER CASES Johnson v United States, 780 F.2d 902 (11th Cir (Fla) 1986) . . . . . . 35 Samuels v Mladineo, 608 So.2d 1170 (Miss. 1992) . . . . . . 35-36 x STATUTES § 37-82-101, C.R.S. . . . . . . . . . 25 § 37-90-103(10.5), C.R.S. . . . . . 2, 18-19, 23-24, 25, 30 § 37-90-137, C.R.S. . . . . . . . . 20, 21 § 37-90-137(2)(a)(II), C.R.S. . . . . . . . . 20 § 37-90-137(2)(b)(I)(A), C.R.S. . . . . . . . . 20 § 37–90–137(4), C.R.S. . . . . . . . . 14, 19-20 § 37–90–137(4)(d), C.R.S. . . . . . . . 20 n.4 § 37–90–137(4) to (6), C.R.S. . . . . . . . 19-20 § 37-92-102, C.R.S. . . . . . . . . . 18 § 37-92-102(1), C.R.S. . . . . . . . . 25-26 § 37-92-103(11), C.R.S. . . . . . . . . . 26 § 37-92-203(1), C.R.S. . . . . . . . 1, 14, 20, 38 § 37-92-302(1)(a), C.R.S. . . . . . . . . 21 § 37-92-302(1)(b), C.R.S. . . . . . . . . 21 § 37-92-302(2), C.R.S. . . . . . . . 21, 21-22, 27, 28 § 37-92-302(2)(a), C.R.S. . . . . . . 2, 14, 21, 43 xi § 37-92-305, C.R.S. . . . . . . . . . 33 § 37-92-305(6)(a), C.R.S. . . . . . . . . 21 § 37-92-305(6)(b), C.R.S. . . . . 2, 5-6, 14, 22, 27, 28, 33, 44 § 37–92–305(11), C.R.S. . . . . . . . . 19-20 § 37-92-402(11), C.R.S. . . . . . . . . . 29 RULES Rule 26(a)(1), C.R.C.P. . . . . . . . . . 7 Rule 26(a)(2), C.R.C.P. . . . . . . . . . 8 Rule 41(b), C.R.C.P. . . . . . . . 3, 4, 23, 24 Rule 201, C.R.E. . . . . . . . . . . 34 Rule 201(b), C.R.E. . . . . . . . . 40, 42 Rule 301, C.R.E. . . . . . . . . . 14-15, 28 Rule 11, U.L.R. . . . . . . . . . . 7 OTHER AUTHORITIES Cheng, Independent Judicial Research in the Daubert Age, DUKE LAW JOURNAL, Vol. 56:1263 (2007) . . . . 36, 37 Hobbes, Colorado’s 1969 Adjudication and Administration Act: Settling In, 3 U. DENV. WATER L. REV. 1 (1999) . . . 37-38 xii TIMELY, FAIR AND EFFECTIVE WATER COURTS: REPORT OF THE WATER COURT COMMITTEE TO CHIEF JUSTICE MULLARKEY, COLORADO SUPREME COURT, August 1, 2002 . . . 38, 39 1 ISSUES PRESENTED 1. On applications to determine nontributary groundwater rights, does the state engineer have legislative authority to determine facts, including whether the claimed groundwater is nontributary? 2. Did the water court erroneously shift the ultimate burden of proof to opposers, instead of merely shifting the burden to go forward with evidence rebutting the presumption that arose from the state engineer’s findings of fact? 3. Did the water judge commit clear error in finding that the opposers failed to rebut the presumption arising from the state engineer’s findings of fact? 4. Did the water judge improperly rely on independent judicial research to determine disputed facts? STATEMENT OF THE CASE I. NATURE OF THE ACTION. This is a water rights action. Applicant-Appellee Lazy D Grazing Association (“Lazy D”) applied pursuant to §37-92-203(1), C.R.S. for rights to withdraw nontributary groundwater from the Upper Laramie Aquifer underlying 24,711 acres of ranch land owned by its members, commonly called “The D.” CF, pp.4, 98. Appellants-Opposers City of Fort Collins and City of Sterling (“Fort Collins,” 2 “Sterling,” or collectively, the “Cities”)–along with a dozen other parties–filed statements of opposition to the Lazy D application. CF, pp.14-18, 23-27. The Colorado State Engineer’s Office (“SEO”) also filed a statement of opposition. CF, pp.65-69. Pursuant to §§37-92-302(2)(a) and 305(6)(b), however, the SEO later filed its Determination of Facts, finding inter alia that the subject water is in fact “nontributary groundwater,” as defined in §37-90-103(10.5). CF, pp.145-152. II. COURSE OF ACTION AND DISPOSITION. Prior to trial, Lazy D entered into stipulations with most opposers, including the SEO, consenting to entry of a proposed decree. E.g., CF, p.484 ¶1. These stipulations confirmed that the Upper Laramie Aquifer (hereinafter, “ULA”) underlying The D contains nontributary groundwater (e.g., CF, p.491 ¶5), and the amount of water available for withdrawal totals 1,944,591 acre feet (CF, p.493 ¶29). Only Sterling and Fort Collins pressed their opposition toward trial. A trial was held before the water court on non-consecutive days including April 10-12, 2023, and April 24-25, 2023. Lazy D presented an extensive case-in- chief spanning most of the first three days of trial. Lazy D’s evidence consisted largely of expert testimony and technical exhibits describing the physical, geologic, hydrogeologic and hydrologic characteristics of the ULA and its hydraulic 3 disconnection from all overlying surface streams and their alluvial systems. After Lazy D rested, the Cities made an oral motion to dismiss the application pursuant to Rule 41(b), C.R.C.P. See 3TR 166:14-17. The Cities argued that hydraulic disconnection of the aquifer from surface stream systems was not demonstrated clearly and convincingly. 3TR 170:6-20. After hearing the Cities’ Rule 41 argument, the water judge asked the Cities to specify the location where they contend a hydraulic connection exists between the ULA and a natural stream. 3TR 179:14-20. The Cities could not answer directly, arguing instead that there are merely “potential points of connection,” such as areas where “the disconnect is within four feet of the surface,” and Lazy D should have investigated those areas more extensively. 3TR 179:24, 180:8-9, 180:10-20. Lazy D responded that the SEO’s Determination of Facts, alone, created a rebuttable presumption that the ULA is physically and hydraulically disconnected from surface stream systems, and “supports a nontributary determination unless or until rebutted.” 3TR 191:6-10. Notwithstanding this presumption, Lazy D reiterated that it presented “overwhelming” evidence independently proving the hydraulic disconnection. See 3TR 191:11-194:5 (summarizing). The water judge agreed that the SEO’s findings created a presumption that shifts the burden of going forward with evidence, without 4 shifting the entire burden of proof. 3TR 200:21-201:9. This is sufficient to defeat the Rule 41 motion. 3TR 202:10-15. The water judge went further, however, ruling that even in the absence of any such presumption, Lazy D proved by clear and convincing evidence that the ULA is physically and hydraulically disconnected from any surface stream or alluvium. 3TR 202:15-203:21. The motion was denied. The Cities were given “an opportunity to present their rebuttal evidence of both the state engineer’s determination and the applicant’s case.” 3TR 204:24-205:3. They presented evidence, although their expert did not perform any independent analysis, but relied on (and interpreted differently) documents and evidence developed by Lazy D’s expert. See CF, p.2761. After the Cities rested, Lazy D presented a short rebuttal case. On considering evidentiary objections about undisclosed opinions during rebuttal testimony, the water judge decided to allow the Cities to present a surrebuttal case to present certain undisclosed opinions rebutting the SEO’s findings of fact. See 5TR 129:4-131:5. The Cities did present such additional evidence. 5TR 147:21-155:5. The water judge entered Findings of Fact and Conclusions of Law on August 18, 2023. CF, pp.2754-86. In the findings of fact, the water judge cited and quoted several sources demonstrating that the water judge had performed some independent 5 judicial research. None of the citations or quotes were relied upon to decide a disputed adjudicative fact. Rather, the citations pertain solely to scientific principles whose accuracy cannot reasonably be questioned and which corroborated expert testimony presented at trial or illuminated findings of this Court in prior legal decisions. Beyond the extra-evidentiary references, the water judge made extensive findings comparing and contrasting the evidence presented by both experts. Ultimately the water court found that clear and convincing evidence demonstrated “that the groundwater in the Upper Laramie Aquifer is physically and hydraulically separated from the water in overlying surface stream systems and their alluvium.” CF, p.2780. Notably, the water court’s findings were made wholly independent of the SEO’s Determination of Facts, even though the findings were consistent with the SEO’s findings. CF, p.2781. In its conclusions of law, the water court noted that jurisdictional formalities were met. Id. Contrary to the Cities’ arguments in this appeal, the water court expressly acknowledged that it (not the SEO) has exclusive jurisdiction to determine rights in nontributary groundwater. CF, p.2782. The water court applied the correct definition of “nontributary groundwater.” Id. The water court ruled that the presumption arising under §37-92-305(6)(b), C.R.S. merely shifted to the Cities the 6 burden of going forward with evidence to rebut the presumption; but the “ultimate burden of proof” remains on Lazy D. CF, p.2784. The water court acknowledged that proof by clear and convincing evidence is stronger than a mere preponderance and requires proof that a contention is “highly probable,” and “unmistakable and free from serious or substantial doubt.” Id., quoting Dahman v. Ford Leasing Dev. Co., 492 P.2d 875, 877 (Colo. App. 1971). The water court ruled that the Cities failed to rebut the presumption arising from the SEO Determination of Facts, but further (and more importantly) held that, “independent of the State Engineer’s determination,” Lazy D proved by clear and convincing evidence that the subject water is nontributary. CF, p.2785. The water court finally determined the volume of water available for withdrawal based on Lazy D’s rigorous calculations and stipulation with the SEO, and granted Lazy D’s application. Id. A formal Decree determining Lazy D’s water rights, consistent with the findings and conclusions discussed above, was entered on September 6, 2023. CF, pp.2816-25. III. PROCEDURAL HISTORY. Because the Cities falsely assert that the SEO’s Determination of Facts “was not disclosed” or “was not properly disclosed” (Opening Brief at 9, 10), procedural history on that issue is discussed here. 7 Lazy D filed its original application in July 2020. CF, p.4. Fort Collins and Sterling were among the very first opposers to enter the case through statements of opposition. CF, pp.14, 23. The SEO entered the case through its statement of opposition after the Cities. CF, p.65. On November 30, 2020, then again on February 6, 2021, the SEO notified the court and parties that it intended to file a Determination of Facts under §37-92-302(2)(a), C.R.S., but it needed additional time to evaluate the evidence and provide a thorough review. CF, pp.91-92, 129. The SEO’s formal Determination of Facts was filed with the court on March 31, 2021. CF, pp.145-52. Lazy D filed disclosures pursuant to Rule 26(a)(1), C.R.C.P. and Rule 11, U.L.R. on October 11, 2021. CF, p.162. Lazy D expressly and specifically disclosed the SEO’s Determination of Facts. CF, p.164 ¶H. Lazy D also disclosed as persons with relevant information the specific SEO engineers and scientists who prepared any portion of the Determination of Facts. CF, p.163 ¶D. The SEO also filed Rule 26(a)(1) disclosures, identifying engineers and scientists who prepared the Determination of Facts and making available for inspection and copying its entire case file, including all engineering data and analyses, maps, photographs, field notes, correspondence with Lazy D, and all general data kept in various data bases. CF, pp.212-18. 8 Lazy D filed numerous proposed decrees throughout the pretrial period, and the earliest versions, and all subsequent versions, expressly disclose and refer to the SEO’s Determination of Facts. See, e.g., CF, pp.269, 286, 303, 753. When Lazy D and the SEO entered into a stipulation for entry of a decree, the proposed decree expressly referred to the Determination of Facts. CF, pp.483, 489. Lazy D filed its expert disclosures pursuant to Rule 26(a)(2), C.R.C.P. on July 1, 2022. CF, p.312. Again, Lazy D disclosed each SEO engineer and scientist who prepared the Determination of Facts, and stated that they were expected to testify according to the opinions expressed in the Determination of Facts. CF, pp.313-14, ¶¶B, C, D, H, I. Leaving no doubt about the adequacy of disclosures, the Cities own experts reported in their Rule 26(a)(2) disclosures that they had not only reviewed, but affirmatively “relied upon,” the SEO’s Determination of Facts. CF, p.442 ¶4. IV. STATEMENT OF FACTS. Lazy D and its members own The D, a ranch of 24,711 acres located along Colorado’s Wyoming border, around State Highway 85. EX, p.1310, LD22. The D is used for cattle grazing from May through November each year. 1TR 100:4-7, 137:3-9. While Lazy D owns a lot of land, it does not have access to a lot of water. The surface streams on and around The D are generally ephemeral, flowing only 9 occasionally after rare precipitation events. 1TR 102:3-12; 229:14-230:23. Alluvial wells don’t produce much water on and around The D and as a result, there is no irrigation on The D and operations are limited by the dry conditions. 1TR 100:13- 16, 136:19-21, 228:8-230:23. Lazy D learned about the ULA when its adjacent neighbor to the west, the Terry Grazing Association (“TGA”) Ranch (see EX, p.1311, LD23), obtained permission in Case No. 2011CW275 to tap into thousands of acre feet of nontributary groundwater beneath its lands. EX, pp.908, 932 (LD115, 116). The D lies outside any designated groundwater basin, and the ULA is not part of the Denver Basin aquifers. 1TR 206:18-23; CF, p.2755. Geology: The D lies in the Cheyenne Basin, a depositional basin consisting of distinct layers of clays, shales and sandstones (similar to the Denver Basin). The Cheyenne Basin is bounded by the Hartville Uplift on the northwest, the Chadron Arch on the northeast, and the Greeley Arch on the south, which seals it from the Denver Basin, and from the South Platte and Cache la Poudre rivers. See EX, pp. 1353, 1354; see generally the Conceptual Site Model prepared by Lazy D’s expert, EX, pp. 1321-45. Important geologic formations, ordered from top to bottom, include the Ogallala, White River, Laramie, and Fox Hills formations. EX, pp.1355, 1358, 1359. The Laramie formation (containing the subject nontributary 10 groundwater) underlies The D. See EX, p.1364. The ULA is confined above by the Brule Clay member of the White River formation (a thick layer of stiff, sticky claystones/siltstones that preclude water movement across it - see 1TR 223:14- 227:6; 2TR 69:1-70:11) and below by the Laramie Shale Interval (see 1TR 219:11- 220:7). The Laramie formation outcrops on or around the southwestern part of The D. See EX, pp. 1358, 1365; 1TR223:14-227:6, 2TR 69:1-70:11. Surface Hydrology: There are no perennial streams flowing through The D. See EX, pp.1363, 1364. The important intermittent and ephemeral streams above the ULA outcrop that have perennially saturated alluvium include the Spring Creek system and the Lone Tree Creek system. Owl Creek and other streams outside the ULA outcrop area were not discussed extensively at trial. ULA and Sub-Surface Flow: The ULA is in the upper 600 feet of the Laramie formation, above the Laramie Shale interval, and below the White River formation’s Brule Clay layer. The ULA is made up of interbedded layers of sandstones, siltstones, shales and claystones. 2TR 111:6-9. These interbedded layers act as a locally confining layer even in the outcrop areas. 2TR 60:1-19; EX, p.974; 1TR 219:1-10. ULA groundwater generally moves from the west and south to the north and east, from Colorado into Wyoming. EX, p.1356. Discharge is primarily from 11 well pumping in Colorado and Wyoming (where the ULA is referred to as the “Lance” formation). 1TR 234:3-235:6, 217:6-16. Recharge occurs in the outcrop area due to precipitation and stream flows there. 2TR 60:1-61:9. Importantly, there is an “unsaturated zone” in this area, where the pore space in the geological materials is only partially filled with water. 2TR 86:6-87:8; see also 4TR 240:19-241:12 (where the Cities’ expert admits there can be no hydraulic connection between aquifers separated from surface streams by a zone of material that is not “fully” saturated). No Hydraulic Connection: Lazy D’s expert, Walt Niccoli, created a Conceptual Site Model of the ULA analyzing extensive data from dozens of existing boreholes, over 1,000 water and oil well logs, measurement of spring and seep flows, climatological records, recharge information and estimates, geochemical and geotechnical samples, geologic mapping, aquifer hydraulic tests, and geophysical logs. Niccoli reviewed volumes of published information regarding the Cheyenne Basin and the Laramie formation, and analyzed data developed and maintained by the Colorado Division of Water Resources, the University of Wyoming, the Nebraska Geological Survey, the Colorado Geological Survey, Colorado State University and the United States Geological Survey. Niccoli had seven additional 12 boreholes drilled in key locations to fill in data gaps. He analyzed the stratigraphic and physical structures, including drilling core samples of actual ULA material, and all physical aquifer characteristics, taking under consideration clay lenses and other materials not likely to contain or permit movement of water.1 The parties agreed that the Greeley Arch physically separates the ULA from the South Platte and Cache la Poudre rivers, and the White River Brule Clay layer physically separates the ULA from overlying streams (see 1TR 218:22-25). Thus, the experts focused on the ULA outcrop area and the overlying Spring Creek and Lone Tree Creek systems. The Cities’ expert, Timothy Crawford, was forced to reluctantly agree with Niccoli that a hydraulic connection between systems could only exist if the entire ULA material was fully saturated, otherwise withdrawal of water from the ULA cannot impact the rate of downward recharge from the overlying streams to the ULA. 4TR 240:19-241:12; 2TR 86:6-87:8. To show the unsaturated zones, Niccoli prepared numerous cross-sections, which were evaluated 1 Pinpoint citations to the record are impractical here because this is a broad summary. Generally, Mr. Niccoli testified on the first day of trial about the numerous sources and voluminous data reviewed, then spent most of the next two days reviewing hundreds of specific well logs and other evidence more directly pertinent to his conclusion of no physical or hydraulic connection between the ULA and the overlying stream systems. 13 in conjunction with the data from relevant well logs, and the hydraulic disconnection evidence was thus summarized in trial exhibit LD105. EX, pp.784-803. For all relevant wells, water was encountered and the wells were screened far below the bottom of the surface stream alluvium. Mr. Crawford noted that, in some wells, the potentiometric head–or static water levels–settled to a point higher than the bottom of the surface stream alluvium, but Mr. Niccoli determined that this resulted from artesian pressure and did not indicate a hydraulic connection. See EX, p.962; 2TR 56:16-57:7. Crawford’s other challenges–e.g., the ULA boundary was not precisely drawn on Niccoli’s figures; The drilling log for well permit no. 287480 indicated water at a shallow depth, which Niccoli explained was a finding of perched water– were not persuasive. CF, pp.2772-79. Lazy D’s extensive evidence of hydraulic disconnection was clear and convincing on its own. CF, p.2780. Additionally, the SEO had formally determined that “[w]ithdrawal of groundwater from the Upper Laramie Aquifer underlying the land claimed in the application will not, within one hundred years of continuous withdrawal, deplete the flow of a natural stream at an annual rate greater than one- tenth of one percent of the annual rate of withdrawal.” CF, p.149 ¶7. Moreover, the TGA Decree further confirmed the complete hyrdraulic disconnection in a location 14 that was actually physically closer than The D to the areas where the Cities contended a potential connection might exist. EX, p. 908, 914 ¶12. SUMMARY OF THE ARGUMENT Nontributary groundwater is not part of the natural stream and is not governed by the constitutional prior appropriation system. Instead, the right to withdraw and use nontributary groundwater is based on ownership of the land overlying the claimed nontributary groundwater. Determination of rights to withdraw nontributary groundwater is based on statutes, and both water judges and the state engineer have authority granted by the legislature. The water court has sole and exclusive jurisdiction to determine rights to nontributary groundwater under §37-92-203(1), C.R.S. The state engineer has authority to issue well permits for nontributary groundwater wells pursuant to §37-90-137(4), C.R.S. The state engineer is expressly authorized to determine the facts of each nontributary groundwater application. §37-92-302(2)(a), C.R.S. The water court is required to consider the state engineer’s factual determination in making its final determination. §37-92-305(6)(b). Additionally, the state engineer’s findings create a presumption of truth, subject to rebuttal by any party. Id. Like any evidentiary presumption, the burden 15 shifts to the opposing party the burden to go forward with evidence rebutting the presumption (see Rule 301, C.R.E.), but the ultimate burden remains on the applicant to prove by clear and convincing evidence that the claimed groundwater is nontributary. Here, the trial court correctly analyzed and applied the presumption, and its ruling that the opposers failed to rebut the presumption is well supported by evidence in the record. Moreover, any error would be harmless because the water court also expressly ruled that the evidence presented at trial, independent from any presumption, clearly and convincingly proved that the claimed groundwater is physically and hydraulically disconnected from the natural stream, and thus nontributary. Finally, water judges must have specialized knowledge to effectively handle the complex scientific issues that come before them, particularly in nontributary groundwater cases. The Supreme Court has historically encouraged water judges to attend conferences and educate themselves. The water judge here merely did what he was encouraged to do, and he did it properly. Water courts may take judicial notice of facts reported in credible, reliable sources so long as they do not rely solely on independently researched facts to determine ultimate disputed facts. 16 ARGUMENT I. THE SEO WAS LEGISLATIVELY AUTHORIZED TO ISSUE ITS DETERMINATION OF FACTS. A. The Standard of Review is De Novo. Lazy D agrees that general legal conclusions are reviewed de novo. Wolfe v. Jim Hutton Educational Foundation, 2015 CO 17, ¶9; City of Englewood v. Burlington Ditch, Res. & Land Co., 235 P.3d 1061, 1066 (Colo. 2010). More to the point, a water court’s interpretation and application of statutes shall be reviewed de novo. Gallegos v. Groundwater Com’n., 147 P.3d 20, 28 (Colo. 2006); Simpson v. Bijou Irrigation Co., 69 P.3d 50, 58 (Colo. 2003). B. Nontributary Groundwater is Distinct from Tributary Groundwater and Treated Differently Under the Constitution and Laws of Colorado. Beginning with the most fundamental tenet of Colorado water law, all water within the State is a public resource; persons may not own water, but may obtain rights to use water under the law. Upper Black Squirrel Creek Groundwater Mgmt. Dist. v. Goss, 993 P.2d 1177, 1181 (Colo. 2000); Colo. Const. art. XVI, §5. Surface water is part of the natural stream, and if unappropriated, may be appropriated for beneficial purposes, with water courts adjudicating rights and priorities, and with the SEO administering those rights according to decrees and applicable statutes. Empire 17 Lodge Homeowners’ Ass’n. v. Moyer, 39 P.3d 1139, 1147 (Colo. 2001); Colo. Const. art. XVI, §6. Groundwater is more complicated. Groundwater supplies about eighteen percent of the State’s water needs. Colorado Ground Water Com’n. v. North Kiow-Bijou Groundwater Mgmt. Dist., 77 P.3d 62, 69 (Colo. 2003).2 The General Assembly recognizes four categories of groundwater: tributary; nontributary; designated; and Denver Basin.3 Id.; Goss, 993 P.2d at 1182-83. Only tributary groundwater is hydraulically connected to surface water and is thus part of the natural stream. North Kiowa-Bijou, 77 P.3d at 69-70; Goss, 993 P.2d at 1182; Chatfield East Well Co. v. Chatfield East Property Owners Ass’n., 956 P.2d 1260, 1268 (Colo. 1998). Nontributary groundwater “is not part of the surface stream as contemplated by the Colorado Constitution and is not subject 2 Note here this Court’s reliance, not on any expert testimony in the record below, but on an independently-researched public resource, the Colorado Geological Survey Groundwater Atlas. Justice Bender’s Opinion is informed by this Atlas’s discussion of lay definitions of groundwater, its description of how groundwater fills the pores between rocks, soils, grains of sand and silt, and particles of clay, and how aquifers are composed of “saturated pores.” North Kiowa-Bijou, 77 P.3d at 69. The concept of judges using extra-record resources to inform their understanding of evidence and legal principles is discussed below, but this is a fine example of how this very Court engages in and benefits from such extra-record research. 3 There is no dispute that The D lies outside any designated groundwater basin, and outside the Denver Basin. The discussion here is limited to only tributary and nontributary groundwater. 18 to the prior appropriation provisions of the Colorado Constitution.” Goss at 1182, citing Kuiper v. Lundvall, 187 Colo. 40, 44, 529 P.2d 1328, 1331 (1974); East Cherry Creek Valley Water and Sanitation Dist. v. Rangeview Metro. Dist., 109 P.3d 154, 157 (Colo. 2005); see also §37-92-102, C.R.S. (the “basic tenets of Colorado water law” expressly except nontributary groundwater from sections 5 and 6 of article XVI of the Constitution). Because tributary and nontributary groundwater are two completely separate classifications, regulated under completely distinct provisions of law, the Cities’ repeated cries that Lazy D has somehow “remove[d] a massive amount of water from the constitutional priority system” (see, e.g., Opening Brief at 2) falls flat. Lazy D’s nontributary groundwater was not part of that system to begin with. The right to use nontributary groundwater “is purely a function of statute” and arises from the legislature’s desire to conserve for reasonable use groundwater that is being mined. Chatfield East at 1268; Goss at 1183. Allocation and administration of nontributary groundwater is subject to General Assembly’s plenary authority over waters not part of the natural stream. Goss at 1182. “Nontributary groundwater” is groundwater outside a designated basin, the withdrawal of which will not, within one hundred years of continuous withdrawal, deplete the flow of a natural stream at 19 an annual rate greater than one-tenth of one percent of the annual rate of withdrawal. §37-90-103(10.5), C.R.S.; North Kiowa-Bijou at 71. Instead of priority of appropriation, nontributary groundwater is allocated on the basis of overlying land ownership. Id.; East Cherry Creek Valley, 109 P.3d at 157; Bayou Land Co. v. Talley, 924 P.2d 136, 148-49 (Colo. 1996), citing American Water Dev. v. City of Alamosa, 874 P.2d 352, 369 (Colo. 1994), cert. denied, 513 U.S. 1015 (1994). C. The SEO is Required to Determine Facts Presented in Nontributary Groundwater Applications. Landowners overlying nontributary groundwater, like Lazy D here, begin with an inchoate (not vested) right to extract and use such groundwater. Bayou Land at 149; East Cherry Creek Valley at 157; Chatfield East at 1268. To obtain a vested right, the landowner may either seek a decree from the water court or apply to the SEO for a well permit. North-Kiowa Bijou at 71; Bayou Land at 149. In either case, the withdrawal standards are the same: Whether the use right is determined by water court decree under § 37–92–305(11) or by obtaining a well permit from the state engineer under § 37–90–137(4) and drilling a well, the same withdrawal standards apply: withdrawals are allowed on the basis of an aquifer life expectancy of one hundred years, material injury to vested nontributary rights shall not be deemed to result from the reduction of either hydrostatic pressure or water level in the aquifer, and the amounts of withdrawal allowed by permit or 20 decree shall be the same. See § 37–90–137(4) to (6); §37– 92– 305(11). North Kiowa-Bijou, 77 P.3d at 72. The water court has sole and exclusive jurisdiction to adjudicate a landowner’s rights to nontributary groundwater under §37-92-203(1), C.R.S.; see also Chatfield East, 956 P.2d at 1269. Nevertheless, the General Assembly also “has assigned specific responsibilities . . . to the state engineer.” East Cherry Creek Valley, 109 P.3d at 158. The SEO oversees the use of nontributary groundwater (id.) and has authority to issue well permits for nontributary groundwater wells pursuant to §37-90-137(4), C.R.S.4 That statute (§37-90-137, generally) also regulates issuance of well permits for tributary groundwater wells. In the context of tributary wells, the SEO is required to “make a determination as to whether or not the exercise of the requested well permit will materially injure the vested water rights of others.” §37-90-137(2)(a)(II) and (b)(I)(A). However, this inquiry makes no sense in the context of nontributary wells, which are administered based on overlying land 4 This authority exists regardless of whether the landowner has adjudicated their rights through the water court process. § 37-90-137(4)(d), C.R.S. provides, “the annual amount of withdrawal allowed in any well permits issued under this subsection (4) shall be the same as the amount determined by court decree, if any” (emphasis added). 21 ownership, not priority appropriation. For nontributary well applications, landowners seeking a water court determination of rights must set forth in their applications specific facts supporting the requested determination, and such facts are then provided to the SEO for review. §37-92-302(1)(a). Additionally, all statements of opposition are provided to the SEO. §37-92-302(1)(b). Then, a “determination shall be made by the state engineer upon receipt from the water clerk of a copy of the application,” the determination being “a determination as to the facts of such application.” §37-92-302(2)(a) (emphasis added). Not only is there an express statutory requirement for the SEO to issue a determination of facts, but the water court is then required by mandatory language to consider it: The “water judge shall consider the state engineer's determination as to such groundwater as described in section 37-92-302(2) in lieu of findings made pursuant to section 37-90-137.” §37-92-305(6)(b), C.R.S. (emphasis added). The phrase “in lieu of findings made pursuant to section 37-90-137” refers to the preceding paragraph, under which the water judge considering applications for tributary groundwater must consider the SEO’s findings regarding non-injury to other vested rights. See §37-92-305(6)(a). Thus, under §37-92-302(2), the SEO is expressly authorized and required to 22 issue a determination of facts regarding nontributary groundwater applications; and, under §37-92-305(6)(b), the water court is required to consider the SEO’s determination of facts. Lazy D agrees that these statutes must be construed according to the plain and ordinary meaning of the language therein, harmonized with other statutes, to give effect to the General Assembly’s purpose and intent. Martin v. People, 27 P.3d 846, 851 (Colo. 2001); Colorado Water Conservation Bd. v. City of Central, 125 P.3d 424, 434 (Colo. 2005); State Engineer v. Castle Meadows, Inc., 856 P.2d 496, 504 (Colo. 1993). It seems inescapable that the SEO is legislatively authorized to “make a determination of the facts,” and the water court could not have erred by allowing it. D. The SEO Did Not Make Inappropriate Legal Conclusions. Apparently recognizing their frivolous position, the Cities phrase their arguments carefully to limit applicability. Instead of arguing that the SEO should not determine facts, the Cities say only that the SEO should not specifically “determine groundwater is nontributary.” Opening Brief at 5; see also pp. 9 (SEO not authorized to make legal conclusions), 12 (SEO nontributary determinations should not be subject to rebuttal), 13 (SEO determination of facts was not sufficiently limited; SEO made legal conclusion), 14 (same), 15 (SEO should not 23 make “nontributary determinations”), 18 (SEO is limited to factual findings). Thus, the Cities attempt to draw a distinction between the factual finding that groundwater is nontributary, and the legal conclusion that it is so. The Cities tried the same tactic during their Rule 41 argument at trial, and the water judge not only understood the difference between a findings of fact and legal conclusions, but explained this clearly to the Cities: ...the state engineer made a determination of fact that, “Withdrawal of groundwater from the Upper Laramie Aquifer underlying the land claimed will not, within 100 years of continuous withdrawal, deplete the flow of a natural stream at an annual rate greater than one-tenth of one percent of the annual rate of withdrawal. Now, the state engineer went on to say that the groundwater is nontributary as defined in Section 37-90- 103, subsection 10.5. That’s the legal conclusion, is that the groundwater is nontributary. But the finding of fact is that the water at issue here will not cause a depletion of the flow of the natural stream at a greater than one-tenth of one percent of the annual rate of withdrawal. 3TR 199:3-20. It is settled that nontributary determinations involve “a mixed question of fact and law.” Chatfield East, 956 P.2d at 1272. The factual findings here–that the subject groundwater is not in a designated basin; and withdrawal will not deplete a natural stream–necessarily lead to the conclusion, as a matter of fact and law, that such groundwater meets the statutory definition of nontributary 24 groundwater, as set forth in §37-90-103(10.5). Thus, the SEO did not exceed its authority in noting its determination of facts as a conclusion, citing the nontributary definition, nor did the water court err in considering the SEO’s purely factual findings regarding the impact of withdrawing water from the ULA beneath The D. E. No Violation of Due Process Occurred. The Cities’ argument that the SEO’s Determination of Facts was not disclosed is simply groundless, frivolous and vexatious. As shown in the statement of the case above, disclosures were adequate. The Cities were afforded a fair opportunity to rebut both the SEO’s factual determinations and the evidence presented by Lazy D. Indeed, the Cities were even allowed to present previously undisclosed opinions in a special surrebuttal case. F. Even if the SEO Exceeded Its Authority, the Water Court Did Not Rely on the Presumptions Arising from Its Determination. The Cities’ recurring claim that the water court erroneously relied on legal conclusions in the SEO’s Determination of Facts will not become true, no matter how many times it is repeated. The water judge simply did not rely on the SEO Determination of Facts, but ruled upon the independent evidence presented by Lazy D at the trial. CF, p.2785; see also pp.2754-2781 (extensive fact findings based on evidence presented at trial); 3TR202:15-203:21 (Rule 41 motion denied on the basis 25 of Lazy D’s independent evidence, without reliance on SEO presumption). The SEO’s Determination of Facts was proper in all respects, but even if it exceeded its authority, the water court did not rely on its conclusions, thus any error was harmless and the water court’s determination should be affirmed. II. THE WATER COURT DID NOT MISAPPLY PRESUMPTIONS OR SHIFT THE BURDEN OF PROOF TO THE CITIES. A. Lazy D Agrees the Standard of Review is De Novo. B. The Water Judge Understood and Correctly Applied the Presumption that Groundwater is Tributary. Lazy D agrees that Colorado groundwater is presumed to be tributary until a different classification is established by clear and convincing evidence. Colorado Ground Water Com’n. v. North Kiow-Bijou Groundwater Mgmt. Dist., 77 P.3d 62, 70 (Colo. 2003); Safranek v. Town of Limon, 228 P.2d 975, 977 (Colo. 1951). To demonstrate that groundwater is nontributary, the evidence must show that withdrawal will not within one hundred years of continuous withdrawal deplete the flow of a natural stream at an annual rate greater than one-tenth of one percent of the annual rate of withdrawal. §37-90-103(10.5), C.R.S. The “natural stream” includes surface streams, together with their underflow and tributary waters, but expressly excludes nontributary groundwater as defined in §37-90-103(10.5). §§37-82-101 26 and §37-92-102(1); see also §37-92-103(11) (a natural stream’s “underground water” includes “that water in the unconsolidated alluvial aquifer of sand, gravel, and other sedimentary materials and all other waters hydraulically connected thereto which can influence the rate or direction of movement of the water in that alluvial aquifer or natural stream”–emphasis added). Obviously, if groundwater is physically and hydraulically disconnected from the natural stream, well pumping will not deplete or otherwise impact the natural stream and it is necessarily nontributary groundwater. Applicants (Lazy D here) bear the burden of proving that the claimed groundwater is nontributary under a heightened “clear and satisfactory” standard. Stonewall Estates v. CF & I Steel Corp., 592 P.2d 1318, 1320 (Colo. 1979); Safranek, 228 P.2d at 977. This standard requires proof that is more than a preponderance of the evidence but less than beyond a reasonable doubt. People ex rel. AJL, 243 P.3d 244, 251 (Colo. 2010). The evidence must demonstrate that it is “highly probable” that the groundwater is nontributary. Id.; Dahman v. Ford Leasing Dev. Co., 492 P.2d 875, 877 (Colo. App. 1971) (evidence must be “unmistakable and free from serious or substantial doubt”). While the Cities cite authority for these undisputed legal principles, they do 27 not point to any part of the water court’s orders that violate them. Nor could they. The water court clearly understood all of these principles and correctly recited and applied them. Indeed, the water court cited many of the same authorities that the Cities cited in their Opening Brief at 15-18. CF, pp. 2782-2784. The water court correctly identified the presumption that groundwater is tributary (CF, p. 2784), the inclusion of connected underground waters in the natural stream (CF, p. 2783), the statutory definition of nontributary groundwater (CF, p. 2782), and the heightened burden of proof required to classify groundwater as nontributary (CF, p.2784). With these settled principles in mind, the water court determined that “Lazy D has proved by clear and convincing evidence . . . that the subject groundwater is nontributary because withdrawals from the Upper Laramie Aquifer underlying the Lazy D Ranch will not cause depletions in the flow of any surface stream or its alluvium.” CF, p. 2785. While the Cities do not like the result, no error occurred. C. The Water Judge Correctly Analyzed the Presumption Arising from the SEO’s Determination of Facts. As discussed earlier, the statutory regime for nontributary groundwater determinations requires the SEO to issue a determination of facts under §37-92- 302(2), C.R.S., and the water court is legally required to consider the SEO’s findings of fact under §37-92-305(6)(b), C.R.S. The latter statute goes further, mandating that 28 “the state engineer’s findings of fact contained within such determination shall be presumptive as to such facts, subject to rebuttal by any party.” §37-92-305(6)(b), C.R.S. (Emphasis added). The Cities carelessly claim that “[n]o reported cases address the interpretation and application of Subsection 305(6)(b).” Opening Brief at 3. On the contrary, this Court has expressly interpreted the statute consistently with Lazy D’s arguments here: “The water court must consult with the state engineer regarding the decree application and give presumptive effect to the state engineer’s findings of fact.” Chatfield East Well Co. v. Chatfield East Property Owners Ass’n., 956 P.2d 1260, 1266 (Colo. 1998). In a case where the water court determined that the applicant had failed to sustain its burden of proof, this Court noted with approval that: “The state engineer had issued a determination pursuant to §37-92-302(2), 15 C.R.S. (1993 supp.), that the water was tributary, and the trial court took note of the rebuttable presumption created by that determination.” American Water Dev., Inc. v. City of Alamosa, 874 P.2d 352, 366 n.24 (Colo. 1994). The presumption established by the SEO’s findings of fact “imposes upon the party against whom it is directed the burden of going forward with evidence to rebut or meet the presumption, but does not shift to such party the burden of proof.” Rule 301, C.R.E. This rule is commonly applied by water courts in the context of the 29 statutory abandonment presumption: failure to apply water to a beneficial use for a period of ten years creates a rebuttable presumption of abandonment. §37-92- 402(11), C.R.S. In that context, as here, the presumption shifts the burden of going forward with evidence to the water rights owner, but it does not in and of itself prove abandonment. East Twin Lakes Ditches and Water Works, Inc. v. Board of County Com’rs. of Lake County, 76 P.3d 918, 921 (Colo. 2003); Wolfe v. Jim Hutton Educational Foundation, 2015 CO 17, ¶26 (judgment reversed where water court did not require evidence to rebut the presumption of abandonment). Again, the water court here correctly analyzed the presumption imposed by the SEO’s Determination of Facts. The water judge applied the presumption only as shifting the burden to go forward with evidence, but holding that “the ultimate burden of proof remains on the applicant . . . to establish that the claimed groundwater is nontributary by clear and convincing evidence.” CF, p.2784. D. The Water Court Did Not Shift the Burden of Proof to the Cities or Require Proof that ULA Groundwater is Tributary. The Cities next complain that the water court’s request for evidence to rebut the nontributary groundwater presumption arising from the SEO’s findings of fact was tantamount to shifting the entire burden of proof. More hyperbolically, the Cities contend the water court required them “to prove what is already presumed under 30 Colorado law: that the Subject Groundwater is tributary.” Opening Brief at 20. This is untrue. The water judge merely looked for evidence of a hydraulic connection between the ULA and any overlying streams or alluvium, which would rebut the SEO’s finding of hydraulic disconnection. See, e.g., CF, pp.179:14-180:25. The Cities gave insufficiet evidence. The water court’s request for rebuttal evidence falls far short of requiring proof that the groundwater is tributary. That inquiry, beyond a mere hydraulic connection between water systems, would require quantification analysis to determine whether movement of water upon withdrawal would deplete the natural stream in an amount greater than what is allowed under the definition of nontributary groundwater found in §37-90-103(10.5). The example for burden shifting quoted in the Opening Brief at 22 is merely a finding that Lazy D’s expert was more credible than the Cities’ expert. Nothing there suggests that the ultimate burden of proof was shifted to the Cities. Similarly, the water court’s observation that the Cities claimed hydraulic connection, but did not attempt to quantify the impact (Opening Brief at 22-23; CF, p.2761) was not an indication that the burden had shifted or that quantification evidence was necessary. The water judge merely observed generally that the Cities did not attempt to show the extent of any claimed hydraulic 31 connection. III. THE WATER COURT’S RULING THAT THE NONTRIBUTARY PRESUMPTION WAS NOT REBUTTED APPLIED THE CORRECT STANDARD AND WAS SUPPORTED BY EVIDENCE. A. The Standard of Review is Clear Error, Not De Novo. In section 3 of the Opening Brief (at pp. 23-27), the Cities’s deceptive headline states that they contend the water court applied the “wrong standard” with regard to rebutting the presumption imposed by the SEO’s Determination of Facts. Opening Brief at 23. However, the Cities quickly admit that they could not even discern what legal standard the water court applied. Opening Brief at 24. Then, they conclude without explanation that, to the extent any standard was applied, it must have been the wrong one–but they never argue about, identify or articulate the correct standard. The balance of this section attempts to challenge the evidence supporting the water court’s determination that the presumption was not rebutted. A trial court’s findings of fact are not disturbed except in the case of clear error. In the context of determining whether a presumption was rebutted, a “water court's resolution of the factual issues presented will not be disturbed on appeal unless the evidence is wholly insufficient to support the decision.” Wolfe v. Jim Hutton Educational Foundation, 2015 CO 17, ¶9; City & County of Denver v. 32 Middle Park Water Conservancy Dist., 925 P.2d 283, 286 (Colo. 1996); People ex rel. Danielson v. City of Thornton, 775 P.2d 11, 19 (Colo. 1989) (whether a presumption was rebutted involves questions of fact, and a water court’s resolution of factual issues will not be disturbed unless the evidence is “wholly insufficient to support the decision”). Stated differently, factual findings are binding on appeal “unless they are so clearly erroneous as to find no support in the record.” City of Black Hawk v. City of Central, 97 P.3d 951, 956 (Colo.2004), quoting In re Gibbs, 856 P.2d 798, 801 (Colo.1993). B. The Water Court Applied the Correct Legal Standard and Its Findings of Fact, Including That the Presumption was Not Sufficiently Rebutted, Must be Upheld. Here, the Cities urge that the state engineer’s Determination of Facts was issued before the final version of Lazy D’s expert reports. They do not explain how that may have affected the SEO’s findings, or how a later issuance date (after version 6 of the Lazy D report) would have changed their rebuttal evidence. They also claim that they presented through their expert some evidence claiming the ULA is hydraulically connected to Spring Creek and Lone Tree Creek. Nevertheless, the water court considered this testimony and found it to lack credibility, favoring instead the more thorough and reasonable analysis of Lazy D’s expert. The Cities 33 claim their evidence regarding well permit no. 287480 disagreed with the SEO’s Determination of Facts, and Lazy D’s own expert agreed that well was completed in the Laramie-Fox Hills formation, not the ULA. But this fact, alone, is not sufficient to defeat the SEO’s broader findings of fact. They finally stated that they presented some evidence regarding the volume of water available in the ULA beneath The D. Again, the mere presence of some evidence is not sufficient to overturn the water court’s factual findings where the conflicting evidence (here, Mr. Niccoli’s calculations and the stipulation between Lazy D and the SEO regarding the volume of water available) was superior. Finally, again, even if the Cities succeed in convincing this Court that they rebutted the SEO’s nontributary presumption, the water court’s ultimate determination was not based at all on the presumption, but was grounded upon independent evidence as if the presumption did not exist. Thus, any error is harmless. But there is no error. The correct standard is not disputed: §37-92-305 sets for the “standards with respect to . . . decisions of the water judge.” Title of §37-92-305, C.R.S. That statute required the water court to consider the SEO’s Determination of Facts, and to treat the SEO’s findings as presumptive, subject to rebuttal. §37-92- 305(6)(b), C.R.S. The water court correctly applied this standard. 34 IV. THE WATER COURT DID NOT IMPROPERLY RELY ON EXTRA-RECORD EVIDENCE TO DETERMINE DISPUTED ADJUDICATIVE FACTS. A. The Correct Standard of Review is Abuse of Discretion. Trial courts generally have discretion to take judicial notice of adjudicative facts from sources outside the record. Rule 201, C.R.E.; People v. Sena, 2016 COA 161, ¶23; People v. Marsh, 396 P.3d 1, 20 (Colo. App. 2011). Whether a trial court properly took judicial notice of extra-record facts is reviewed for abuse of discretion. People v. Sena, 2016 COA 161, ¶22; Marsh, 396 P.3d at 20-21. Abuse of discretion occurs when the trial court’s decision is manifestly arbitrary, unreasonable, unfair or based on an erroneous understanding or application of the law. Sena, ¶23, quoting People v. Orozco, 210 P.3d 472, 475 (Colo. App. 2009). To the extent the Cities are challenging the water court’s findings of fact, the clearly erroneous standard applies and the findings should not be disturbed unless they have no support in the record. City of Black Hawk v. City of Central, 97 P.3d 951, 956 (Colo.2004), quoting In re Gibbs, 856 P.2d 798, 801 (Colo.1993); City of Englewood v. Burlington Ditch, Reservoir and Land Co., 235 P.3d 1061, 1066 (Colo. 2010). 35 B. Water Courts Are Allowed, and Should Be Encouraged, to Consider Authoritative Legal and Scientific Resources. 1. Independent Judicial Research on Scientific Matters is Widely Accepted and Should be Encouraged. A federal appellate court has observed that, “[i]t is a matter of common knowledge that courts occasionally consult sources not in evidence, ranging anywhere from dictionaries to medical treatises,” and its “findings are not necessarily tainted simply because he brings his experience and knowledge to bear in assessing evidence submitted at trial.” Johnson v United States, 780 F.2d 902, 910 (11th Cir (Fla) 1986) (citations omitted). The Johnson case involved complex medical and scientific testimony on the nature of iron poisoning, and the trial judge, “in order to familiarize himself with the subject matter and to put technical testimony into context, consulted medical journals not in evidence.” Id. at 909. The Mississippi Supreme Court, in a similar situation, catalogued numerous instances where the United States Supreme Court itself had undertaken extensive personal research to understand scientific principles at issue in cases being decided there. Samuels v Mladineo, 608 So.2d 1170, 1184-86 (Miss. 1992). The Mississippi Court stated: most appellate courts, when dealing with complex issues, often resort to various periodicals and treatises to become 36 familiar in understanding the subject matter at hand. In seeking to understand expert testimony from any specialized field, e.g., engineering, mechanics, medicine, etc., this Court is not confined to what is stated or explained in the trial record by witnesses, or counsel in a brief, but may resort to any and all authoritative sources. A judge or justice has the same responsibility to try and understand what a case is all about as a lawyer. This is part of our search for truth and justice. Samuels, 608 So.2d at 1184. Decisions like these are important to our jurisprudence for a number of reasons. In Colorado, trial judges must undertake the difficult task of determining the reliability of scientific principles, the qualifications of expert witnesses, and the usefulness of expert testimony in ultimate fact finding. People v. Shreck, 22 P.3d 68, 78 (Colo. 2001). Yet, judges are traditionally trained in legal analysis and thus lack the background to effectively assess scientific reliability. Cheng, Independent Judicial Research in the Daubert Age, DUKE LAW JOURNAL, Vol. 56:1263, 1266 (2007). To enhance their effectiveness in dealing with complex scientific issues, judges should seek to educate themselves through judicial education and independent research. Judicial education programs, specifically including judicial conferences on scientific evidence, have become increasingly popular for judges interested in improving scientific decision making. Id. at 1273. Independent research 37 allows judges to educate themselves during the course of a trial, in a timely manner and at the appropriate level of specificity. Moreover, independent research provides “stable, citable references.” Id. at 1274. Unfortunately, the adversary system is sometimes ill suited to handle specialized scientific knowledge. “Experts are the only variety of witness that can be pre-screened and paid by the parties, practically ensuring conflicting and partisan testimony.” Id. at 1281. Yet, published scientific literature is easily accessible now, and judges can readily scrutinize and check scientific principles and findings. Id. at 1281-82. While a judge’s ignorance of facts is ideal for certain situations (i.e., a judge should not decide liability for a car accident that the judge herself witnessed), “ignorance in the scientific context is actively harmful” and substantially increases the likelihood of erroneous decisions. Id. at 1300. 2. Colorado Law Allows Independent Judicial Research on the Scientific Principles Relating to Groundwater. In 1967, to address the complexities associated with groundwater science and the gaps in legislative control, the General Assembly directed the Natural Resources Department to conduct an investigation of the interrelationship of groundwater and surface water, and to recommend legislation. Hobbes, Colorado’s 1969 Adjudication and Administration Act: Settling In, 3 U. DENV. WATER L. REV. 1, 13 38 (1999). This directly led to passage of the Water Right Determination and Administration Act of 1969 (the “1969 Act”). One of the “major accomplishments” of the 1969 Act was that it established “specialized water court jurisdiction.” Hobbes at 17. Now, only specially designated water judges, and no other district court judges, may decide water rights matters, specifically including “determinations of water rights to nontributary groundwater.” §37-92-203(1), C.R.S. This Court has been, and continues to be, committed to enhancing the efficacy of water judges in handling complex water matters. In 2008, the Water Court Committee of the Colorado Supreme Court reported to the Chief Justice that: The subject matter contained in water court proceedings is often highly technical in nature and is becoming increasingly complex. Specialized skills and experience are needed to understand the evidence and expert testimony presented in water cases. In addition, the field of water resources has a highly specialized and unique terminology. Technical expert witnesses include ... geotechnical engineers, ground-water and surface water hydrologists, geohydrologists, hydrogeologists, geologists . . . and watershed scientists, to name a few. TIMELY, FAIR AND EFFECTIVE WATER COURTS: REPORT OF THE WATER COURT COMMITTEE TO CHIEF JUSTICE MULLARKEY, COLORADO SUPREME COURT, August 1, 2002, p. 11. One of the primary recommendations of the Committee was to provide more robust education opportunities for water judges to advance their level of 39 knowledge and skill, with the goal of providing “a detailed and rigorous discussion of technical methods and approaches encountered in the water court arena.” Id. at 12-13. The Committee specifically recommended judicial conferences on such topics as “Advanced Applications in Ground Water Hydrology.” Id. at 14. Thus, it should not be surprising that the Division 1 Water Judge attended, or obtained materials from, such a conference and used it to inform his understanding of the evidence in this case. It is quite common for water judges (and Justices of this Court), as part of their legal research, or in conjunction with fact research on complicated scientific questions, to cite authoritative sources of authority outside the record. An example was provided above - Supra. p. 17 n.2. Other examples are common. See, e.g., Upper Black Squirrel Creek Groundwater Mgmt. Dist. v. Goss, 993 P.2d 1177, 1182 n.5 (Colo. 2000) (relying on a scientific paper to inform “the hydrological relationship between tributary ground water and surface water”); Mile Hi Concrete, Inc. v. Matz, 842 P.2d 198, 201 n.4 (Colo. 1992) (relying on professional publication to inform the court about potential dangers posed by wet concrete). Indeed, this Court has long cited and relied on articles from the Encyclopedia Brittanica, the same source criticized by the Cities here. See, e.g., Water Supply & Storage Co. v. Larimer & 40 Weld Irr. Co., 24 Colo. 322, 330 (1897) (scientific article informed the court on complex scientific understanding of hydraulics); Equitable Life Assur. Soc. Of U.S. v. Hemenover, 100 Colo. 231, 236 (1937) (citing Brittanica and other extra-record sources to inform the Court on the meaning and interpretation of “poison”); Mile Hi Concrete, 842 P.2d at 201 n. 4. Colorado law expressly allows judges to take judicial notice of adjudicative facts, but the fact must not be in “reasonable dispute.” Rule 201(b), C.R.E. For example, a judge may, in trying to understand expert testimony, research and take judicial notice of published scientific literature correlating chemical exposure with an increased risk of cancer; but the judge should not rely on her independent research to settle the disputed fact–that the chemical caused the particular plaintiff’s cancer. A fact is not in reasonable dispute if it is “capable of accurate and ready determination by resort to sources whose accuracy cannot reasonably be questioned.” Id.; see also People v. Sena, 2016 COA 161, ¶¶26-27 (trial court took proper judicial notice of arrest warrant, but did not overstep by taking notice of facts on the very issue the parties are litigating). The cases cited by the Cities are consistent with the rule, but do not apply to the water judge’s conduct in this case. The Monte Vista Canal case involved a judge 41 who applied his personal knowledge of local ditch systems to make findings contrary to evidence that was presented during the trial. Monte Vista Canal Co. v. Centennial Irrigating Ditch Co., 135 P.981, 984-85 (Colo. App. 1913). The G.H. Hard Land case is even less applicable in that it did not involve judicial notice at all; the trial judge, based on speculation, made clearly erroneous findings contrary to the evidence presented. People v. G.H. Hard Land Co., 117 P.141, 145 (Colo. 1911). The Lowder and Sierra Mining cases both show examples of proper judicial notice, but in contexts different than presented here. Lowder v. Tina Marie Homes, Inc., 601 P.2d 657, 659 (Colo. 1979); Sierra Mining Co. V. Lucero, 194 P.2d 302, 303 (Colo. 1948). The Anderson case involved two parties both attempting to apply mathematical formulae to determine speeds and distances of vehicles at the time of a crash. Anderson v. Lett, 374 P.2d 478, 481-82 (Colo. 1962). The trial court had refused to take judicial notice of one party’s liability where the mathematical calculations could not be reliably applied without dispute or controversy. This Court merely affirmed that trial courts cannot indulge in “arbitrary deductions from scientific laws” to determine the ultimate disputed fact, whether a party was negligent. Id. Similarly, the Prestige Homes case deals with independent judicial 42 research on scientific matters, but merely illustrates the principle that applying independent research to the ultimate disputed issue (like a judge using general published literature to conclude a chemical caused a particular plaintiff’s cancer) is inappropriate. Prestige Homes v. Legouffe, 658 P.2d 850, 853-54 (Colo. 1983) (appellate court relied on extra-record medical treatises to find, contrary to the lower ruling and expert testimony presented, that electric shock from a 220 volt power line caused serious injury without leaving a visible burn mark). 3. The Water Judge Did Not Erroneously Rely on Extra- Record Sources. The water judge here did not improperly take judicial notice of any fact in reasonable dispute. Its citation to Encyclopedia Brittanica is consistent with this Court’s own practices. Its reliance on the Adjudicating Groundwater judicial conference material is wholly consistent with the recommendations of this Court’s own Water Court Committee. Its consultation of the US Geological Survey’s Ground Water Glossary, and other scientific papers published, updated and maintained by the US Geological Survey, are exactly the types of “sources whose accuracy cannot reasonably be questioned” contemplated by Rule 201(b), C.R.E. Finally, law reviews are generally considered to be legal authorities, and citation to such articles to inform a water court’s application of law is perfectly appropriate. 43 Notwithstanding the Cities’ vague protestations that the matters for which outside sources are disputed, the water judge did not ultimately determine any reasonably disputed fact based solely on independent judicial research. Rather, the trial judge properly took notice of facts from credible, reliable sources to inform his understanding of the complicated expert testimony and legal issues presented in this case. The water judge’s efforts should be applauded, as well as affirmed. V. A FINAL NOTE ON THE IMPACT THIS COURT’S RULING WILL HAVE. Section V of the Opening Brief merely repeats arguments addressed above: seeking to overturn the water court’s findings of fact, particularly as related to the credibility of experts; questioning the SEO’s authority to determine facts; and claiming the burden of proof was erroneously shifted. The Opening Brief closes by noting that this Court’s decision may affect two other pending cases. Lazy D answers only by acknowledging that this Court’s decisions affect all pending and future nontributary groundwater cases. It is important for this Court to correctly rule that, in nontributary groundwater determinations: 1. The SEO is authorized and required to issue determinations of fact pursuant to 37-92-302(2)(a); 44 2. The water court is required to consider such factual determinations pursuant to §37-92-305(6)(b), C.R.S.; 3. The SEO’s factual determinations create a rebuttable presumption, shifting the burden to go forward with evidence to the opposer, while the ultimate burden of proof remains the applicant’s to prove by clear and convincing evidence that the claimed groundwater is nontributary; and 4. Water courts may, and are encouraged to, take judicial notice of scientific facts reported in credible, reliable sources for the purpose of informing their understanding of complex scientific facts and application of laws to such facts, as long as they do not rely on independently researched facts to decide disputed ultimate issues of fact. CONCLUSION For the reasons set forth in this Answer Brief, Lazy D respectfully requests that the water court’s decisions and decree be affirmed. 45 Dated: February 13, 2024. Respectfully submitted, LAWRENCE CUSTER GRASMICK JONES & DONOVAN LLP /s/ Richard LiPuma ________________________________ By: Bradley C. Grasmick Wesley S. Knoll Richard LiPuma Attorneys for Lazy D Grazing Association 46 CERTIFICATE OF SERVICE I hereby certify that on February 13, 2024, I served true and correct copies of the foregoing Answer Brief on the following parties via the Court E-Filing System: Party Name Party Type Attorney Name Basin Lands, Llc Opposer-Appellee Matthew Machado (Lyons Gaddis PC) Bijou Irrigation Company Opposer-Appellee Bradley Neil Kershaw (Vranesh and Raisch) Stuart B Corbridge (Vranesh and Raisch) Bijou Irrigation District Opposer-Appellee Bradley Neil Kershaw (Vranesh and Raisch) Stuart B Corbridge (Vranesh and Raisch) Cache La Poudre Water Users Association Opposer-Appellee Daniel Kenneth Brown (Fischer Brown Bartlett Larsen and Irby PC) Whitney Phillips Coulter (Fischer Brown Bartlett Larsen and Irby PC) City of Boulder Opposer-Appellee Jessica Lynn Pault-Atiase (Boulder City Attorneys Office) Lisa M Thompson (Trout Raley) Michael A Kopp (Trout Raley) City of Englewood Opposer-Appellee Geoffrey M Williamson (Berg Hill Greenleaf and Ruscitti LLP) Megan Christensen (Berg Hill Greenleaf and Ruscitti LLP) Patrick Michael Haines (Berg Hill Greenleaf and Ruscitti LLP) Peter D Nichols (Berg Hill Greenleaf and Ruscitti LLP) City of Fort Collins Opposer-Appellant Eric Ryan Potyondy (City Attorneys Office) City of Greeley, Acting By And Through Its Water And Sewer Board Opposer-Appellee Carolyn F Burr (Welborn Sullivan Meck & Tooley, P.C.) Daniel James Biwer (City of Greeley) James Merle Noble (Welborn Sullivan Meck & Tooley, P.C.) Jens Jensen City of Sterling Opposer-Appellant Alan E Curtis (Curtis Justus and Zahedi LLC) Nicoli Rose Bowley (Curtis Justus and Zahedi LLC) Virginia Marie Sciabbarrasi City of Thornton Opposer-Appellee Kara Nicole Godbehere (City of Thornton) Division 1 Engineer Appellee Division 1 Water Engineer (State of Colorado DWR Division 1) L.g. Everist, Inc. Opposer-Appellee Matthew Lake Merrill (MERRILL LAW LLC) Lazy D Grazing Association Applicant-Appellee Bradley Charles Grasmick (Lawrence Custer Grasmick Jones and Donovan LLP) Richard T Li Puma (Lawrence Custer Grasmick Jones and Donovan LLP) Ryan Matthew Donovan (Lawrence Custer Grasmick Jones and Donovan LLP) Wesley Sage Knoll (Lawrence Custer Grasmick Jones and Donovan LLP) Mary Estabrook Opposer-Appellee N/A 47 Party Name Party Type Attorney Name Northern Colorado Water Conservancy District Opposer-Appellee Bennett William Raley (Trout Raley) Lisa M Thompson (Trout Raley) Michael A Kopp (Trout Raley) State Engineer Appellee Colorado Division Of Water Resources (State of Colorado - Division of Water Resources) State Engineer And Division Engineer For Water Division No. 1 Opposer-Appellee Emilie Blake Polley (CO Attorney General) United Water And Sanitation District Opposer-Appellee Ann Marie Rhodes (The Law Office of Tod J Smith) Tod Jay Smith (The Law Office of Tod J Smith) ______________________ Char Garza, Legal Assistant