CM-2018-1989 - 12/17/2018MEMORANDUM
February 22, 2018
TO: Sheets & Crossfield Texas Department of Transportation
Attn: Lisa Dworaczyk Austin District
Attn.: Shanna Pasemann
FROM: Laurie Miller
SUBJECT: Parcel 11- Arathi Kumar Round Rock Learning Company LLC
ROW CSJ - 0683-01-092
Project: RM 620
Request Approval & Payment - Fixed In Lieu of Payment
It is requested that the attached submission for be handled on a normal basis. In support of this request, please
find the following:
(4) Form ROW -R-101, Claim for Payment Fixed Moving Expense - Business, Farm or Nonprofit
Organization
(d) Form ROW -R-102 - Fixed Moving Expense Payment - Business, Farm or Nonprofit
Organization
(4) Fixed Payment Calculation Sheet
(4) Copies of 2015 and 2016 Tax Returns (Certified by CPA)
(4) Certification of Eligibility
(4) Move Plan
(q) Form ROW -R-96 - Relocation Advisory Assistance - Parcel Record
(4) Relocation Initial Interview Questionnaire
(4) Certified Inventory of Personalty (Photo Inventory)
(4) W-9 & AP 152
EXPENSE VERIFICATIONS
(�) Comments: The attached packet is a Request for approval and payment for the Fixed In -Lieu of
Payment.
The Austin District agreed to assist the City of Round Rock by providing primary oversight of all relocation
assistance submissions All relocation packages are sent to Texas Department of Transportation for
approval then sent to lite City of Round Rock for payment Signature lines for approval will reflect this
process
We approve and recommend that the attached submission be processed at your earliest convenience. If
additional information is needed, please contact Laurie Miller of this office at (512) 413-4012.
Laurie Miller, R/W-NAC, R/W-URAC
cc:
Attachments
r�w�wir.
Form ROW -R-101
(Rev. 07111)
Page 1 of 1
CLAIM FOR PAYMENT FIXED MOVING EXPENSE -
BUSINESS, FARM OR NONPROFIT ORGANIZATION
Print or TVve
All Information
I. Applicant's Name:
Parcel No.: 1I
County: Williamson
Arathi Kumar
ROW CSI: 068341-092
Project No.: N/A
2. Applicant's Address:
3. Name and Address of Business, Farm or Nonprofit Organization:
10409 Peekston Drive
Round Rock Learning Company LLC.
Austin, TX 78726
1205 Round Rock Ave., Ste. 106
Telephone No.: 512-249-9408
Round Rock, TX 78681
4. Address Moved To (if Applicable):
S. Controlling Date
Mo.
Day
Yr.
TBD
a. First Offer in Negotiations
3
30
2017
b. Date Property Acquired
c. Date Acquired Property Vacated
d. Date Required to Move
6. Amount of Claim S 40,000.00
7. Payment of this claim in the amount shown in Block 6 above is requested I certify that I am the owner or authorized representative of
the business, farm or nonprofit organization named above. I understand this claim for payment is based upon information previously
submitted to the Texas Department of Transportation and that all such information is true and correct and pari of this claim. I fti Cher
certify that I have not submitted any claim for, or received reimbursement or compensation for, any item of expense in this claim, and
that I will not accept reimbursement or compensation from any other source for any item of expense paid pursuant to this claim.
By: _ (A' q, c —P,
PPlicant's Signature
Date of CIaim Title or Position (Owner, Manager, Etc.
Space Below to be Completed by State
I certify that I have examined this claim and the Request for Determination of Entitlement and have found it to be true and correct and to
conform with the applicable provisions of State Iaw. This claim is recommended for payment.
Date Right of Way Manager
*R101*
.t
Farm ROW -R-1(12
{Rev. 07!11)
Pape 1 oft
FIXED MOVING EXPENSE PAYMENT -
BUSINESS. FARM OR NONPROFIT ORGANIZATION
Print or IM All Information - Read Rules on the Reverse Side
1. Applicant's Name:
Parcel No.: I I
County: Williamson
Arathi Kumar
ROW CSJ: 0683-01-092
Project No.: NIA
2. Applicant's Address:
I. Name and Address of Business, Farm orNonprofit organization:
10409 Peekston Drive
Round Rock Learning Company LLC.
Austin, TX 78726
1205 Round Rock Ave., Ste. 106
Telephone No.: 512-249-9408
Round Rock, TX 78681
4. Occupancy of Property Ac
uired by State
From (Date):
To (Dale Required to Move): ❑ Owner Occupied ® Tenant Occupied
S. Type Operation
Business ® Farm ❑ Nonprofit ❑
Will Business, Farm, or Nonprofit be: Yes No
it. Discontinued? ❑
b. Continued at a new location? ® ❑
Type of Business, Farm or Nonprofit Organization
Education — Reading and Mathematics Tutoring
c. If a business or nonprofit organization, is it part ❑
of an enterprise having not mote than three (3)
other establishments being acquired by the State,
and which is coaxed in the same or similar activity?
Dates ofOperation
From: To:
3/17/10
6. Determination of entitlement for payment in lieu of moving expense and the amount to which the business, farm or nonprofit
organization named above may be entitled to, if any, is requested for the reason(s) outlined in the attached statement I understand this
request and the attached documents shall become part of any claim for payment; and that other records needed for determination of
eligibility shall be made available on request of the State. I certify that all informatiAh attached hereto or included herein is true and
correct
L
Signaium of Applicant
Date of Request Title or Position Owner. Mann a
Space Below to be Coml2leted hl State
I certify that I have examined the records made available by the above applicant(s) and have found the earnings to be as follows:
2015, $231,100.00; 2016, 5202,$01.00; Average Annual Net Earnings: 5216,450.50
Year Year ,
Date Ri • t of Wo A 1
I certify that 1 have examined this request for Determination of Entitlement and supporting documentation and:
® Recommend a payment of 540,900.00 .
❑ Find that payment cannot be authorized because
(List reasons payment cannot be authorized. Use extra page it necessary)
_ Date Pjaht of Wa Aiww
Cit f Round Rock
City Manager
Laurie Hadley
`R902'
Fixed Payment In Lieu
Displaced Business: Round Rock Learning Company LLC (Kumora)
CSJ Account: 0683-01-092
Parcel: 11
Calculation of Fixed Payment for Moving Expenses --Nonresidential Payment In -Lieu:
Year: 2015
1. Net Income or (Loss) $195,100.00
2. Compensation Paid to Owner $ 36,000.00
{Not applicable for Corporations}
3. Wages Paid to Spouse and/or Dependents $ 0.00
{Nat applicable for Corporations}
4. NET EARNINGS FOR YEAR $ 231,100.00
{Total of Lines 1-3}
Year: 2016
S. Net Income or (Loss) $ 166,801.00
6. Compensation Paid to Owner $ 36,000.00
{Not applicable for Corporations}
7. Wages paid to Spouse and/or Dependents $ 0.00
{Not applicable for Corporations)
8. NET EARNINGS FOR YEAR $ 202,801.00
(Total of Lines 5-7)
9. TOTAL NET EARNINGS $ 433,901.00
{Add Lines 4 & 81
10. AVERAGE ANNUAL NET EARNINGS $ 216,950.50
{Line 9 X .501
11. FIXED PAYMENT AMOUNT $ 40,000.00
The maximum allowable Fixed Payment in Lieu of Moving Expenses is $40,000.00.
All personal property must be moved from the subject property before payment is made.
City of Round Rock
TEXROUND
pR�C Agenda Item Summary
Agenda Number:
Title: Consider approval and execution of claim forms authorizing reimbursement
of fixed personal property move expenses in the amount of $40,000 for the
Kumon- Round Rock Learning Company, LLC due to displacement of the
business caused by acquisition of right of way on the RM 620 project (Parcel
11).
Type: City Manager Item
Governing Body: City Manager Approval
Agenda Date: 12/1412018
Dept Director: Gary Hudder
Cost: $40,000.00
Indexes: RR Transportation and Economic Development Corporation (Type 8)
Attachments: 00414595.PDF, 00414597.PDF
Department: Transportation Department
Text of Legislative File CM -2018-1969
This is a request for reimbursement payment to a tenant for actual re-establishment expenses.
The tenant is allowed to recover a fixed move cost based upon annual income which is
documented through tax returns. This payment is 100% reimbursable by TxDoT in connection
with the RM620 project, and the claim has been reviewed and approved by TxDoT.
Cost: $40,000.00
Source of Funds: RR Transportation and Economic Development Corporation (Type B)
City o1 Round Rack Pape i Printed on 12/14/2016