mark krause and kassandra walbrun wisdot-bts session c

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Avoiding a Money Pit Tips for Better Coordination of Relocation and Property Management Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

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Page 1: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

Avoiding a Money Pit Tips for Better Coordination of

Relocation and Property ManagementMark Krause and

Kassandra WalbrunWisDOT-BTS

Session C

Page 2: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

Review key points of overlap between relocation and property management

Challenges and Opportunities Timing is Everything Purchase of Fixtures/Other Personal Property What’s Nice is not always What’s Good

Overview of presentation

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Page 3: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

Fixing properties the state owns, only to then demolish the buildings.

Efforts fall short to coordinate with relocatee prior to moving

Internal communication/coordination

What is a money pit mean?

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Page 4: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

Relocation Property management What about those negotiated items in acquisition?

Vacancy dates – anticipated vs. actual

What property management inspections can be done prior to DOT ownership?

What is necessary to prepare for demolition?

Key points of coordination

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Page 5: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

Utilities – timing, payment Inspections – asbestos, environmental phases,

wells/septics, mold

Preparing for demolition

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Page 6: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

Timing – What’s in our control, what’s not

Communication – consultant to staff; region staff to region staff;

Communicating issues early enough

Understanding of each other’s roles

Challenges and Opportunities

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Page 7: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

Cost savings

Risk management

Efficiencies

Why Do We Care - Benefits

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Page 8: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

Displaced person(s) must insure personal property (contents), once state owns the property

State pays for any real property damage

Examples – What does maintenance include?

Risk Management

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Page 9: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

Vacancy inspection - Regional staff /consultant is required to personally conduct a vacancy inspection to verify that all personal property has been removed from the property.

The visual inspection and completed Vacancy Notice (RE1783) must be provided in relocation section of READS.

Vacancy Inspection - Relocation

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Page 10: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

An inspection completed ASAP - no later than 72 hours.

Moving payment is not released until inspection is completed and all personal property has been removed

The relocation agent must notify the property manager of the vacancy date ASAP

Vacancy Inspection

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Page 11: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

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Relo agent completes

READS fills in these

fields

Relocatee signs/date

Page 12: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

Checklists – Region by Region

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Page 13: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

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Page 14: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

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Page 15: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

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Page 16: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

What’s Nice vs. What’s Not Remove Grandma’s

Chandelier

Did we include a fixture in the value of the property

Is lighting being replaced when the chandelier is removed?

Live wiring hazard Being done PRIOR to the

sale

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Page 17: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

What’s Nice vs. What’s Not Early Acquisitions,

Hardship Purchases

The big house example

What do we do with the surplus property for the years prior to a project?

What are the costs?

Lease or Demo

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Page 18: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

What’s Nice vs. What’s Not Removing and relocating

a hair salon’s sinks to new business location

Did we include the sinks as fixtures in the value of the property?

Did we verify that the demolition contract raze and removal does not include plumbing, fixtures?

Keeping track of relocation expenses at new location

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Page 19: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

What’s Nice vs. What’s Not Take the lilac shrubs out

of the front yard.

Leave a hole, who fills? Hit an electric line? Damage for WisDOT to

take care of If allowable, do it before

the sale of the property to WisDOT.

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Page 20: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

What’s Nice vs. What’s Not Letting local fire

department practice at a vacant building

Follow the contract for burn policy

Damage to the structure Risk management

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Page 21: Mark Krause and Kassandra Walbrun WisDOT-BTS Session C

VisualsUse visuals (with or without text) such as maps, photos, etc.

Read if it is too small for the audience to read.

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