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Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

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Page 1: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

RelocationStatewide RE Conference

Breakout Session L

8:00 AM, May 15, 2013

Kassandra Walbrun,Statewide Relocation Facilitator, 608.266.2369

Page 2: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

Presentation Topics (30-40 minutes)◦Real Property vs. Personal Property◦Fixtures◦Importance of Coordination◦READS◦Certification of Legal Residency◦Writ of Assistance

Open Discussion (20-30 minutes)

Session Outline

Page 3: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

RELOCATION ASSISTANCE…

Provides support and

benefits in order tomove people and

their personal property

Page 4: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

Real Property

Definition:“…include not only the land itself by

all the buildings and improvements thereon, and all fixtures and rights and privileges appertaining thereto…” (S. 70.03 Wis. Stats. )

Page 5: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

Personal Property

Definition:“…shall include all goods, wares,

merchandise, chattels, and effects, of any nature or description, having any real or marketable value, not included in the term “real property” as defined in s. 70.03…” (s. 70.04, Wis. Stats.)

Page 6: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

Fixture

An article that was once personal property, but which has become part of the real estate. (general definition)

Attached permanently to land or building

Page 7: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

Is it a Fixture? Three Tests

Attachment – Was it attached in a way that would damage either if attempting removal?

Intent – Did the owner install with intention that it would never be moved?

Adaptation – Was the real property adapted to fit the personal property? Please see

REPM 2.4.2.3.1

Page 8: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

Relocation

REAL PROPERTY PERSONAL PROPERTY

HouseShedSeptic systemPrivate wellTrees, landscaping

features Identified fixtures

(i.e., attached machinery)

Cars Trailers, boats, Tractors, farm

equipmentAppliancesComputer equipmentMachinery (moveable)

Acquisition

Page 9: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

Coordination – Early and Often

Please contact us – early discussion works for everyone

Check ADM 92, REPM Chapter 5

Page 10: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

When Coordination is Required

Examples:Deciding whether relocation benefits

should be providedInterpretations of Fed/State statute,

code, REPM and policyAll Discretionary Exceptions (“other”)

◦ Temporary moves◦ Atypical moving expenses

Any other time you are unsure

Page 11: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

Coordination – Early and Often

Consultants must have regions review claims prior to submitting for approval to BTS-RE (central office)

Why? Quality control, consistency, efficiency

Page 12: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

READS This tool will enhance your

efforts in relocation! All relocation fields must be

entered.Claims and documentation in

READS.Upcoming training!

Page 13: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

Certification of Legal Residency

49 CFR 24.2 (a)(9)(ii)Definition of Not Displaced Person:

Not lawfully present in the U.S. and who has been determined to be ineligible for advisory assistance and relocation payments

49 CFR 24.208 Certification requirement

Please see REPM 5.1.3.4

Page 14: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

Recent Writ of Assistance Experiences

If you expect it – coordinate!(Kassandra, Joel)

Upcoming revisions of REPM

Importance of Relocation Diary (DT1957)

Page 15: Relocation Statewide RE Conference Breakout Session L 8:00 AM, May 15, 2013 Kassandra Walbrun, Statewide Relocation Facilitator, 608.266.2369

Your Questions, Comments, Issues

Thank you!