Presenters: Dawn Van Oudenhoven, WisDOT /NE Region Kassandra Walbrun, WisDOT /BTS-RE Kathy Rudolph, Timbers-Selissen Land Specialists Business Moves Statewide.

Business Moves

Presenters:Dawn Van Oudenhoven, WisDOT /NE RegionKassandra Walbrun, WisDOT /BTS-REKathy Rudolph, Timbers-Selissen Land Specialists

Business MovesStatewide RE Conference 2013Breakout Session G, 5/14/131Steps for Successful Business MovesRelocation Interview

Appraisal Inspection

Negotiations

Moving Inventory and Bids

2Relocation Interview type of business, tenant vs owner, initial thoughts on fixtures vs personal propertyAppraisal Inspection who should be there and whyNegotiations Keeping track of what items are being purchased and what items are eligible for movingMoving Inventory Developing an inventory; specialized movesMoving Bids

Negotiations Keeping tracking of fixtures and personal property

2Interviewing Business

3243 acre farm along Hwy 51 in DeForestAcquisition of 11.96 acres and all of the buildings3Two Businesses on Site

Owner: Merlin and Sherry Bliefernicht FarmType of Business: Share cropping and raising heifersFixtures: Work in Progress

4240 acre farmProject Acquired 11.96 acres and all improvements4Two Businesses on SiteTenant: Dan BliefernichtType of Operation: MilkingFixtures: Milking Parlor Equipment

5Owns Milking parlor and equipment (40 years lease for use of 40 acres of land, well, and other buildings)5Appraisal InspectionCoordinating appraisal inspection

Who should be at inspection

6Recommend relocation agent coordinate inspection with owner, appraiser, fixture appraisal and relocation agent to be at inspection.6The Fixture Appraisal7The fixture appraisal is not a moving inventory

Identify items to be included in fixture appraisal

For each item, identify: - Cost New - In Place Value - Salvage Value

*Add fixture appraisal sheet7NegotiationsDocument:

Other items being purchased

Items eligible for moving

8* Add copy of purchase agreement8Moving InventoryWho should develop the inventory list?Relocation Agent should develop inventory listIf the business develops the inventory list, relocation agent must verify list.

Good practices for developing the inventory:Determine types of moving bids neededOne inventory list outlining inventory included in each type of movePictures corresponding to inventoryLayout corresponding to inventory list

9Layout: may be helpful depending if there are multiple buildings or if one building that has a number of rooms9Moving Inventory

10Insert page from inventory list10Moving Inventory

11Moving Inventory12

Moving Inventory

13Another example from a different parcel (Kraemer or Kiehnau) overview map13Moving Inventory

14Insert moving inventory list (Kraemer or Kiehnau)14Moving Inventory15

Insert Moving Inventory Pictures (Kraemer or Kiehnau)15Obtaining Moving BidsRelocation 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 bid16Moving BidsBids should include: - packing and unpacking - moving - disassembly/assembly - 100% valuation insurance

Request not to exceed language in bids

17Moving ClaimItems that should be included in the moving claim:Letter/Memo outlining claim Relocation ClaimTwo moving bids for each type of move being claimedSelf-Move Agreement (if business moves itself)Paid receipt for move (if mover completes move)Moving inventory listBusiness Moving Expenses Worksheet (READS)18Self-Move AgreementForm (DT2266)

19

20Business Moving Expenses Worksheet Form(unnumbered)

21SAMPLEBusiness Moving Expenses Worksheet(unnumbered)Re-Establishment Expenses Worksheet Form(unnumbered)

22

23SAMPLERe-Establishment Expenses Worksheet(unnumbered)

24SAMPLERelocation Claim Application and Release(DT1527)Tangible Loss/Substitute Use of Personal PropertyDifferences 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 5.7.1125Fixed Move Payment (In Lieu of Actual Moving Expenses)Purpose and Intent

Necessary Documentation

Pitfalls and Benefits

Maximum Benefit increase 2014See REPM 5.7.1426

SPECIAL CONDITIONS: (1) It is agreed by both the Buyer and Seller Bliefernicht Living Trust - that as part of this sale WisDOT will be purchasing a number of fixtures that were not appraised as part of the real estate. A list of those fixtures to be acquired by WisDOT is provided below. All other fixtures included in WisDOTs appraisal as prepared by Dennis Badtke are considered to be part of this sale and are included in the compensation as indicated above. - 1 Ritchie Water Fountain (18 x 28 x 26H located in the yard) - 1 J&D Exhaust Fan (48 located in the machine shed) - 7 Feed Bunks (8 located in Calf Barn 1) - 30 Feed Bunks (8 located in the yard)

(4) As part of this agreement, it is agreed by both the Buyer and Seller Daniel Bliefernicht that as part of this sale WisDOT will be purchasing the following fixture that was not appraised as part of the real estate. - 1 Water Tank (Plastic, 6 diameter x 8 height located in the dairy barn) - 1 Milking System (in milking parlor) - 1 Water Heater (in milking parlor) - 1 Sink (in milking parlor) - 1 Water Softener (in milking parlor) - 3 Exhaust Fans (in milking parlor) - 2 Fans (in milking parlor)

COLUMN ACOLUMN BCOLUMN C

LocationInventory Included in Moving BidsInventory Included in Machinery Moving BidsInventory Included in Moving of Livestock

Outside (North of Machine Shed)NA 500 gallon diesel fuel tank New Holland Tractor with bucket New Holland grass cutter/plow Dumpster

NA

Machine Shed 5 tires 4 25 gallon oil drums 1 25 gallon barrel 1 50 gallon barrel (fuel) Garbage can metal 2 metal milk jugs 5 25 gallon round up Garbage can with misc. grease items (gun & lubes) 2 cans aerosol spry (start fluid) Cub Cadet cart/tractor with 4 empty buckets, 1 bucket seed, 50# bag calf seed (1/2 full) 5 Minneapolis Oline tractors Wheat cutter attachment Fence post attachment to tractor Dune buggy Slay in parts Sleigh on trailer Old fashioned plow in partsNA

Outside (North of Machine Shed)

SF Home Business Complex(2 story barn, 40x72 pole bldg, 50x90 pole bldg)

Inventory MapBarn upper level

Driveway to BarnHwy 23E portionW portionStorage, Area 1StorageShopBarn lower levelBarn entranceW end1716141513121110987654321Area 5Area 6Area 4Area 7Area 3Area 2Area 4Area 3Area 2Area 1NE 1/4NW 1/4SE 1/4SW 1/4SE 1/4SW 1/4NE 1/4NW 1/4

LocationGeneral MoversRigging Companies

Outside yard area between Hwy 23 and driveway to barn8 tractorsTractor in partsSkid steer2 tractor frames35 tractor tires2 tractors2 tractor cabs3 tractorsTillerPesticide spreader on trailerTillerTractor in pieces2 containers oil

Barn entrance (west end of barn)2 metal storage binsPressure washerEngine block

West end of barn8x20 area of miscellaneous tools hung on wall

Barn Stanchion 18x20 area with engines, miscellaneous parts and tires

Barn Stanchion 28x20 area miscellaneous tool chests, tools, tractor parts

Outside yard area between Hwy 23 and driveway to barn

Barn-Main Level

Barn EntranceW End of BarnStantion 1