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Home My WebLink About5.e. Consideration of an Actual Moving and Related Expenses for Earl and Karen TourdotRENTAL REALTY RELOCATION CLAIM FEBRUARY, 1993 EARL J. & KAREN TOURDOT 13985 SOUTH ROBERT TRAIL ROSEMOUNT, MN PARCEL #34-02010-031-60 1 ROSEMOUNT PORT AUTHORITY ARMORY SITE PROJECT CONWORTH�IN C. CONWORTH, INC. - 4725 Excelsior Blvd. Suite 200 Minneapolis, MN 55416 (612) 929-0044 February 22, 1993 John R. Miller Economic Development Coordinator Rosemount Port Authority 2875 145th Street West P.O. Box 570 Rosemount, MN 55068-5010 Subject: Actual Moving and Related Expenses for Earl J. and Karen Tourdot 13985 South Robert Trail #34-02010-031-60 Rosemount Port Authority Armory Site Project Dear Mr. Millers Enclosed please find two executed copiesofthe Rental Realty Relocation Claim for the above -referenced concern. We have reviewed the claim documentation submitted by the business and have assembled the enclosed claim booklets. We believe all .is in accordance with applicable relocation regulations, and request your review of the enclosed information. Upon your approval of this relocation claim, please make payment to Earl J. and Karen Tourdot in the desired amount as shown on the Summary Page at Exhibit 1 of the enclosed booklets. Thank you for your consideration of this request. We are submitting this claim at this time to enable the business to finance their move. A subsequent claim will be submitted when the telephone invoice is sent. if you should have any questions, please do not hesitate to call. Sincerely, G� {tit"�,.i- Jacque yne Wentworth Owner/Consultant sl Enclosures Redevelopment Acquisition/Relocation EXHIBITS 1) SUMMARY 2) RELOCATION CLAIM FORM - ACTUAL MOVING AND RELATED EXPENSES FOR BUSINESSES 3) NARRATIVE ON REPLACEMENT SITE SEARCHING, INDIVIDUALIZED COMMENTS, AND RELATED DOCUMENTATION 4) RELEASE OF PROPERTY 5) NOTICE OF RELOCATION ELIGIBILITY 6) 90 -DAY VACATE NOTICE 7) RECEIPT FOR RELOCATION INFORMATIONAL BOOKLET 8) CERTIFICATION OF CLAIM 9) QUALIFICATIONS OF CONSULTANT �CONWORTH, INC. SUMMARY Business Name: Earl J and Karen Tourdot Project Site Address: 13985 S. Robert Trail, Rosemount, MN Business Owner: Earl J. and Karen Tourdot Business Description: Rental of commercial unit. Type of Payment: Actual Moving and Related Expenses Reason: This is the better financial choice for this business's relocation cost reimbursement. Claim Summary: Replacement Site Search Costs $ 945.00 Amount of This Claim: $ 945.00 Amount of Previous Claims: -0- Total Claims to Date: $ 945.00 Less Amounts Paid: -0- Total Due 0Total-Due $ 945.00 Send Payment To: Earl J. and Karen Tourdot 13985 S. Robert Trail Rosemount, MN CON WORTH, INC. DOT TP -25151.02 (3/82) top COMMERCIAL. STATE OF MINNESOTA DEPARTMENT OF TRANSPORTATION, CLAIM FOR COMMERCIAL MOVING COSTS See Instructions on Reverse Side lame Earl J. and Karen Tourdot ;.P, 34-02010-031-60 'ed. No. County Dakota 4r. No. Owner Satre 13985 S. Robert Trail +ddress City Rospinniint 'ypc of Acquisition Cnndprnnatinn r TYIrJi OP CLIIIAl Ittlsllless D Fartlt a Sign Itentoval Date of Move �'— 1-93 I:OR STATI, USI- ONLY Approvcd Amount ! 945.00 Approved Acq. Engr. of R/W Approved Date Application Approved Mair Check To: TRAN VENDOR NUMBER TYPE INVOICE NUMBER ~'I11ECfSEO; ORGANIZATION NU. UFF D AMOUNI OF INVOICE DATE Cc-] CC•1 CC -3 ` CC -4 SOURCE' l hereby certify that the goods or materials covered by this claim have been Inspected and received or the services have been performed, and are In accordancewith specifications, and are In proper form, kind, amount and quality, and pay- ment therefore hereby recommended. SYSTEM ASSIGN REF. -NO. DEPT AUTH SIGNATURE !.(X::t7'/UN 70 h'fllCll f'/i1tSUNi1 L J'I2UJ'I:RTY Jt'itS +110V/iU Addles Not yet determined c.it . tMOUNT 01 P.4 }'MI NI' Moving Expense Expense incurred in searching for Replacement Business or Farm $ 945.00 TOTAL $ 945.00 i 'he undersigned, do hereby certify that the above information is true and correct, and that any movers' receipts or Cements attached hereto accurately represent the expenses incurred. I further certify that I have not submitted any -ier moving claim for reimbursement of, or received compensation for, any expense in connection with this claire. derstand that falsification of any portion of this claim will result in its denial. Iii Claim to: Da te: ? Signature ' -- - SITE SEARCH COSTS Relocation rules state that a business may be repaid for the costs it incurred to search for a replacement site to a maximum payment of $1,000,00. Claims for site search compensation generally consist of requests to compensate the business for the time its representatives spent in looking for a new location. A log or summary is submitted to document the claim which lists how many hours were expended on the site search over what time period for what locations. Also included is the hourly rate being claimed by the business as compensation for its representative's time. While a site search claim may include requests for reimbursement of travel expenses such as automobile mileage, mewls, and lodging, and also fees paid to professionals such as real estate brokers to help in the site search, these types of site search costs are typically not part of a business's claim. There are generally two elements, then, to evaluate in determining the reasonableness of a displaced business's site search request. The first is the number of hours expended and the second is the hourly rate claimed for the time. Even when a business has an idea of the location to which it would like to relocate, the site search task is still a time-consuming one A business usually will look in the newspaper for available sites, contact realtors about listings, and also visually search an area for available space. A number of locations may then be physically viewed and after such viewings, the business representatives will meet to discuss the merits of the sites. After the site search has narrowed to a; particular location, the business must begin negotiations for the space with the owner or agent and any final agreement often must be reviewed by legal counsel. Also, if the space under consideration would need remodeling or finishing work to prepare it for occupancy, the business will need to expend time in estimating the cost of such improvements to assist it in its replacement site selection. All of these types of activities are part of the site search process. The site search tasks are generally conducted by the owner of a business or, in the case of a larges concern, by employees involved in the upper management of the company. Determining the location of a business's operation is a major decision for any company and is one that cannot be lightly made. It is normally not delegated to others. Therefore, the rate charged for the business's site search representatives is generally substantial, ranging anywhere from $30.00 or more. The rate is based on the value of the person's time to the company, not on the net received by the actual representative, as it is the business which is losing the use of that representative for other activities while the person is site searching for the relocation. Therefore, the rate not only reflects the salary being paid to the representative but also other factors generally included in such a rate like overhead and profit. The owner/president of a CONIVORTHr-) , INC. small business, however, may not have an established hourly rate. In most cases a rate of around $30.00 per hour can be justified and considered reasonable without any other documentation. The next page of this claim summarizes the number of hours spent by the claimant business in its site search efforts, the hourly rate being claimed for the time, and the total amount requested for its site search payment. i a r t L CON WORTH, INC. SITE SEARCH COSTS Business Name: Earl J. and Karen Tourdot Rental Realty Project Site Address: 13985 S. Robert Trail, MN Total Hours Expended: 31.50 Hourly Rate: $30.00 Total Claimed: $945.00 Maximum Allowable: $1,000.00 Recommended Payment $945.00 Documentation Attached: Claimant's Statement Realtors' Statements CONWORTH, INC. I f Date November 9, 1992 Visited property located at 14670 South Robert Trail 3 Hours December!-15, 1992 - Visited--above property again 1 1/2 Hours f Spoke with Mr. Hanson November 15, 1992 - Visited property owned by Strese's at 14810 South Robert Trail 2 Hours g s November 20, 1992 Spoke with Mrs. Strese andDaveStrese regarding above property 1 Hour December 5, 1992 Visited property, formerly Rosemount Deli' 14560 South Robert Trail 1 Hour December 16, 1992 Visited property at Kenrose Center 1 1/2 Hour- Earl Tourdot :. -,S 3�5+�,e.-.. ,, � •-'-- •-- _ ... _... y y .T,�..`_^Z'^_+vTa.n• ...--'�..�« .^.�y� e j�, :.. ,� s .'rL�' ;"•"`ff'."'�",s-. r f; ?'�°*E 4 F r � .� .. t. ''•.wJ.r -'ems"+ '^e.a: cw•' � ye a R�. k APPRAISALS REAL ESTATE, SALES:` 5r'z HARRY F. a,!—MARIE F. B�..4''yG "�,., .ri,k�• .} COMMERCIAL • RESIDENTIAL • LAND 14325 Cameo • Rosemount, MN 55068 (612) 423.2350 ✓ G� 9 2' I1 7 C / Av./ice (i •(y..� �.�� elll-pv ` w, icf A s rl r ,_ . )'\BERG lCONSTRUCTION 3328151" STREET WEST • ROSEMOUNT, MN 55068 (612) 423-5531 • GENERAL CONTRACTOR FAX (612) 423-5532 • FRAME/FINISH CARPENTRY February 17, 1993 Earl Tourdot is Charge for 6.5 hours for searching for relocation - Rosemount Property. x, Respectfully, Ken,'Hinz nn r oco•-• ..n.rnTrn.r,+r . r.r. r..... �.., „ ., .... �.. ,., , r. ... ,.-.., I RELEASE OF PROPERTY This is to notify the Rosemount Port Authority that I, Earl J. Tourdot, representing Earl J. and Karen Tourdot Rental Realty, have vacated the property at 13985 S Robert Trail, Rosemount, Minnesota, on Ma7r� 1, 1993, and relinquish all rights to property, real or personal, left at that address. BY�2� } CONWOIZTH, INC. tY m` 5t1111 -_2 Z7 . Co CONWORTH y ' c° • Prin 4725 Excelsior Blvd. m return ' ' Atte doge n !I Suite 200 as • Writ Minneapolis, MN 55416delThe (612) 929-0044 s. m l m a E t C t �oo0X December 14, 1992 0 � Ul a Q - z -S. Earl and Karen Tour, M Lu - I2965 Bruce Court ` s.= Signacu Inver Grove Heights PS Form 3800, June 1991 PS Form .50 t 1, December 1991 O U.S.GP.O.:1992-307-530 RE: Notice of Relocation Eiigibility Project Address: 13985 South Robert Trail Rosemount Armory Site Project PID 34-02010-031-60 Dear Mr. and Mrs. Tourdot: to � a �oo0X � Ul CC - v Wr y o Tn Z- o -%Q' Coe -1 w o m cmro d S d a Ir .. (D 0 !r ` 0 SL 0 c 9 a Y c eo L - F- p - . J 7 Vt GC' � PS Form .50 t 1, December 1991 O U.S.GP.O.:1992-307-530 RE: Notice of Relocation Eiigibility Project Address: 13985 South Robert Trail Rosemount Armory Site Project PID 34-02010-031-60 Dear Mr. and Mrs. Tourdot: DOMESTIC RETURN RECEIPT On October 30, 1992, the Rosemount Port Authority submitted a written offer to buy the property at 13985 South Robert Trail in Rosemount. The property is on the site of the planned Rosemount Armory Site Project. This is a NOTICE OF RELOCATION ELIGIBILITY. Our records indicate ithat you are an owner of this property. To carry out our plans to develop the Armory site Project, it will be necessary for you to move any personal property you may have on the project site. li However, YOU DO NOT NEED TO MOVE NOW. You will not be required to move without at least 90 days advance written notice of the I date by which you must vacate. And when you do move your personal property, you will be entitled to relocation payments 1 and other assistance as a rental realty business owner, in accordance with Federal regulations implementing the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 as amended (Uniform Relocation Act) The effective date of this Notice is October 30, 1992. You are now eligible for relocation assistance. I As an owner of rental reale you are y, y eligible to receive reimbursement for the actual reasonable cost of moving your i personal property from the project site to a replacement I location. Enclosed is a booklet entitled, "Relocation, Your Rights & Benefits.'" Please read the booklet carefully. It will provide you with general information on your relocation benefits. r I want to make it clear that you are eligible for assistance to help you relocate. In addition to relocation payments, j counseling and other services are available to you. Redevelopment Acquisition/Relocation to � a �oo0X o , t CD Ul CC =.a' ` Tn Z- o -%Q' Coe -1 w o m cmro d S d a Ir .. (D 0 !r ` 0 SL 0 c 9 a Y c eo L - F- DOMESTIC RETURN RECEIPT On October 30, 1992, the Rosemount Port Authority submitted a written offer to buy the property at 13985 South Robert Trail in Rosemount. The property is on the site of the planned Rosemount Armory Site Project. This is a NOTICE OF RELOCATION ELIGIBILITY. Our records indicate ithat you are an owner of this property. To carry out our plans to develop the Armory site Project, it will be necessary for you to move any personal property you may have on the project site. li However, YOU DO NOT NEED TO MOVE NOW. You will not be required to move without at least 90 days advance written notice of the I date by which you must vacate. And when you do move your personal property, you will be entitled to relocation payments 1 and other assistance as a rental realty business owner, in accordance with Federal regulations implementing the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 as amended (Uniform Relocation Act) The effective date of this Notice is October 30, 1992. You are now eligible for relocation assistance. I As an owner of rental reale you are y, y eligible to receive reimbursement for the actual reasonable cost of moving your i personal property from the project site to a replacement I location. Enclosed is a booklet entitled, "Relocation, Your Rights & Benefits.'" Please read the booklet carefully. It will provide you with general information on your relocation benefits. r I want to make it clear that you are eligible for assistance to help you relocate. In addition to relocation payments, j counseling and other services are available to you. Redevelopment Acquisition/Relocation r Earl and Karen Tourdot December 14, 1992 Page 2 If you have any questions please contact me, your Relocation Counselor. I can be reached by calling 929-0044, or by writing to me at Conworth, Inc., 4725 Excelsior Boulevard, #200, St. Louis Park, Minnesota 55416. We will certainly endeavor to answer your questions. Remember, do not move before we have a chance to discuss your eligibility for assistance and your moving plans. Please note also that we will need timely advance notice of your move, and a list of your personal property at the project site, for you to apply for reimbursement of your actual moving expenses. This letter is of importance to you and should be carefully filed for safekeeping. Si cerely, ac q elyne Wentworth Owner/Consultant sl Enclosure CONWORTH. INC. CONWORTH, INC. 4725 Excelsior Blvd. Suite 200 Minneapolis, MN 55416 (612) 929-0044 January 28, 1993 Earl and Karen Tourdot 13985 S. Robert Trail Rosemount, MN 55068 Reference: 90 -Day Vacate Notice Address: 13985 S. Robert Trail Rosemount Armory Site Project PID 434-02010-031-60 Dear Mr. and Mrs. Tourdot: The Rosemount Port Authority is in the process of purchasing the property at the above -referenced address. You will be required to move for these redevelopment activities. This letter shall serve as a ninety (90) day notice to you of the date by which you will be required to vacate your present location. The Port Authority is notifying you that youmust move from the site address by May 1, 1993. You will be given a confirming notice 30 days prior to the final vacate date. You are entitled to relocation benefits, even if you move prior to the above-mentioned final vacate date. I will continue to work with you on your move. As always, we urge you to call me if you should have any questions on relocation. I can be reached at 929-0044. Sincerely, i f _`z� Jacquelyne Wentworth Owner/Consultant sl Redevelopment Acquisition/Relocation RECEIPT FOR RELOCATION INFORMATIONAL BOOKLET Date January 13, 1993 Name Earl J. and Karen Tourdot Rental Realty Address 13985 South Robert Trail, Rosemount, MN 55068 I have talked with my Relocation Counselor and understand that I may be required to move because of a government -assisted project called the Rosemount Armory Site Project We discussed: 1 Relocation Services Yes X No 2. Financial Benefits Yes X No 3. Claim Documentation Yes X No -4. Grievance Process Yes X No 5. Information Release Yes X No I have received a copy of the booklet entitled "Relocation, Your Rights and Benefits," printed by the Minnesota Department of Transportation, and have looked it over with my Counselor. L understand that my eligibility for monetary benefits will depend on my cooperation in providing documentation to establish my claim. My signature on this receipt doesnotobligate me in any way. � J Client'si Signature CONWORTH, 1NC. _1� CERTIFICATION OF CLAIM I, the undersigned, do hereby certify the following: 1. That I have personally inspected the business movable property and its relocation claim herein; 2. That to the best of my knowledge and belief the statements contained in this report and upon which the opinions herein are based, are true and correct; 3. That this claim has been made in conformity with and is subject to the requirements of the Uniform Relocation Assistance and Real Properties Acquisition Act of 1970, as amended, and the regulations of the Department of Transportation. 4. That neither myself, the company, nor the employees have a present interest or a contemplated interest in the business involved or the real property it occupies; and 5. That neither the employment to make the claim nor the compensation for it are contingent upon the amount of eligible relocation compensation estimated herein. J, cquelyne Wentworth Relocation Consultant Conworth, Inc. Date CON WORTH, 1NC. -'\� QUALIFICATIONS Jacquelyne D. Wentworth PROJECT ASSIGNMENTS: Acquisition, Residential and .Business Relocation Services EDUCATION: B.A./1969/Criminal Sociology; Minor in Psychology, University of Minnesota Continuing Education Courses sponsored by the International Right of Way Association, DHUD, NAHRO.' Private pilot. Certified dance instructor. PROFESSIONAL AFFILIATIONS: International Right of Way Association, Minnesota Chapter 20, Past Chairman of Relocation Committee. Minnesota Chapter of the National Association of Housing Redevelopment Officials. Past Board President for Eastside Neighborhood Services.` Counselor at Your Emergency Service. Aircraft Owners andPilotsAssociation. FORMED CONWORTH, INC 1989 RELATED EXPERIENCE: Minneapolis Housing & Redevelopment Authority (now MCDA) • Residential rdlocation counselor for 6 years. Also training people from other public agencies in Minnesota, as well as Brazil. x Supervisor of trouble shooting team assigned to problem cases for 3 years. • Instrumental in developing E.E.O. policies of Agency. • Showcased in training film produced by DHUD. Von Klug & Associates, Inc. Consultant for 11 years in residential and business relocation, as well as acquisition. Activities included work with cities, counties and states completing displacement funded by the Depnrtment of Housing & Urban Development, the Department of Transportation, the Urban Mass Transit Agency, local tax increment financing, and the Federal Aviation Administration. COMMENTS': Ms. Wentworth has been a guest speaker for the University of Minnesota Urban Studies Courses and the University Women's Auxiliary. She has also participated in instructing classes for local agencies, the Department of Housing & Urban Development (DHUD), the International Right of Way Association (IRWA)-and the National Association of Housing & Redevelopment Officials (NAHRO). CONWORTH, INC.