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Business Moves

Business Moves. Presenters : Dawn Van Oudenhoven, WisDOT /NE Region Kassandra Walbrun, WisDOT /BTS-RE Kathy Rudolph, Timbers-Selissen Land Specialists. Statewide RE Conference – 2013 Breakout Session G, 5/14/13. Steps for Successful Business Moves. Relocation Interview

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Business Moves

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  1. Business Moves Presenters: Dawn Van Oudenhoven, WisDOT /NE Region Kassandra Walbrun, WisDOT /BTS-RE Kathy Rudolph, Timbers-Selissen Land Specialists Statewide RE Conference – 2013 Breakout Session G, 5/14/13

  2. Steps for Successful Business Moves • Relocation Interview • Appraisal Inspection • Negotiations • Moving Inventory and Bids

  3. Interviewing Business

  4. Two Businesses on Site Owner: Merlin and Sherry BliefernichtFarm Type of Business: Share cropping and raising heifers Fixtures: Work in Progress

  5. Two Businesses on Site Tenant: Dan Bliefernicht Type of Operation: Milking Fixtures: Milking Parlor Equipment

  6. Appraisal Inspection • Coordinating appraisal inspection • Who should be at inspection

  7. The Fixture Appraisal The fixture appraisal is nota moving inventory Identify items to be included in fixture appraisal For each item, identify: - Cost New - In Place Value - Salvage Value

  8. Negotiations Document: Other items beingpurchased Items eligible for moving

  9. Moving Inventory • Who should develop the inventory list? • Relocation Agent should develop inventory list • If the business develops the inventory list, relocation agent must verify list. • Good practices for developing the inventory: • Determine types of moving bids needed • One inventory list outlining inventory included in each type of move • Pictures corresponding to inventory • Layout corresponding to inventory list

  10. Moving Inventory

  11. Moving Inventory

  12. Moving Inventory

  13. Moving Inventory

  14. Moving Inventory

  15. Moving Inventory

  16. Obtaining Moving Bids • Relocation Agent should obtain bids • Contact movers and coordinate time for all movers and relocation agent to meet at property • Bring moving inventory and corresponding pictures to give to each mover • Walk through property with all movers and outline what items are to be included in each bid

  17. Moving Bids • Bids should include: - packing and unpacking - moving - disassembly/assembly - 100% valuation insurance • Request “not to exceed” language in bids

  18. Moving Claim Items that should be included in the moving claim: • Letter/Memo outlining claim • Relocation Claim • Two moving bids for each type of move being claimed • Self-Move Agreement (if business moves itself) • Paid receipt for move (if mover completes move) • Moving inventory list • Business Moving Expenses Worksheet (READS)

  19. Self-Move AgreementForm (DT2266)

  20. Business Moving Expenses – Worksheet Form(unnumbered)

  21. Business Moving Expenses – Worksheet(unnumbered) “SAMPLE”

  22. Re-Establishment Expenses – Worksheet Form(unnumbered)

  23. Re-Establishment Expenses – Worksheet(unnumbered) “SAMPLE”

  24. Relocation Claim – Application and Release(DT1527) “SAMPLE”

  25. Tangible Loss/Substitute Use of Personal Property • Differences and Similarities • Often covers IT equipment, such as computers and other electronics; security equipment • No upgrades. (May enhance benefits to purchase items as part of acquisition.) See REPM 5.7.11

  26. Fixed Move Payment (“In Lieu of Actual Moving Expenses”) • Purpose and Intent • Necessary Documentation • Pitfalls and Benefits • Maximum Benefit increase 2014 See REPM 5.7.14

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