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Steps for Successful Business Moves: A Comprehensive Guide to Relocation Management

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This session outlines essential steps for managing successful business relocations, covering critical phases such as relocation interviews, appraisal inspections, and negotiations. Key topics include developing an effective moving inventory, obtaining accurate moving bids, and understanding the nuances of moving claim documentation. Learn how to coordinate appraisal inspections with all necessary stakeholders, and best practices for creating inventory lists that ensure a seamless move. Ideal for business owners and relocation agents, this guide ensures efficient planning and execution of your next business move.

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Steps for Successful Business Moves: A Comprehensive Guide to Relocation Management

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Presentation Transcript

  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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