| Initiation |
 |
Immediate
telephone contact and communication with transferee |
|
Tele-counseling
|
|
Face-to-face
consultation |
|
Needs
analysis and assessment |
| |
| Pre-Departure |
|
Assessment,
identification and selection of appropriate communities (neighborhoods
and/or towns) based upon |
|
•
|
Housing:
buying or renting, suburban or urban, size requirements, purchase
price or rental guidelines |
|
•
|
Educational
requirements |
|
•
|
Commutation
issues |
|
•
|
Lifestyle
and recreational needs |
|
Overnight
customized relocation package, based upon needs analysis of budget,
lifestyle needs and special requirements including, but not limited
to: |
|
•
|
Local
real estate customs and procedures -- disclosure and agency information
|
|
•
|
Spousal
job or special interest s information |
|
•
|
Childcare/Eldercare
information |
|
•
|
Schools
and/or appropriate education information |
|
•
|
Transportation
information and guidance |
|
•
|
Parks
and Recreational activities |
|
•
|
Cultural
activities |
|
•
|
Medical
facilities |
|
•
|
Housing
prices and sample listings |
|
•
|
Income
to mortgage qualification information when appropriate |
|
•
|
Detailed
appropriate local area Maps |
|
•
|
Community
specific information for appropriate areas |
|
•
|
Climate
|
|
•
|
Tax
Issues and state differences |
|
Identify
and arrange visits to suitable schools -- assist with special education
needs |
|
Identify
and arrange visits to pre-school facilities |
|
Customized
itinerary and viewing schedules designed and coordinated to optimize
time |
|
Selection
of appropriate real estate professionals identified and matched to
work with the transferee |
|
Plan
arrival strategy |
| |
| Area overview
/ orientation trip |
|
Housing
in appropriate neighborhoods |
|
Transportation
-- including commute to local schools and workplace |
|
Security
|
|
Local
amenities |
|
Shopping/centers
and facilities for specific needs |
|
Parks
and Recreation |
|
Education
issues, including adult education |
|
Geographic
and historical points of interest |
|
Restaurants
and community amenities |
|
Medical
Facilities |
|
Major
businesses |
|
Sports
facilities |
|
Places
of worship |
| |
| Special additional
international and VIP needs |
|
Bank
account set-up and guidance regarding different banking styles
|
|
Assistance
with credit and mortgage issues |
|
Spousal
Assistance -- identify and assist spouse in career oriented activities
and networking from a business and social perspective |
|
School
registration and assistance with international education issues
|
|
Information
regarding ethnic social programs and language schools |
|
Government
or relevant official documents |
|
•
|
Social
security |
|
•
|
Arrange
for driving lessons (if appropriate) |
|
•
|
Local
driver's license application and information |
|
•
|
Parking
permits |
|
•
|
Post
office procedures |
|
Local
amenities from a cross-cultural perspective |
|
•
|
Local
libraries |
|
•
|
Community
centers |
|
•
|
Sports
and Health Club facilities |
|
•
|
Art,
Music, Dance, Theater, Cultural Events |
|
•
|
Media
Advise -- i.e. TV, radio, newspapers, magazines |
|
Automobile
purchase/lease options and evaluation |
|
Local
shopping customs and products |
|
An
explanation of the health/medical system |
|
Local
laws, customs and etiquette |
|
Furniture
rental/purchase assistance |
|
Utility
and telephone set-up |
|
Operation
of appliances |
|
Insurance
information and assistance -- car and home |
|
Provide
total turnkey housing arrangements and/or services |
| |
| Trantition process |
|
Facilitation
of lease execution for renters |
|
Temporary
housing assistance/arrangements |
|
Assistance
with utility transfers or set-up |
|
Provision
of qualified resources and information, from educational consultants
and car mechanics and contractors to mortgage brokers and housekeepers
|
|
Resource
list of emergency telephone numbers |
|
Area
integration and networking assistance |
|
Spousal
networking assistance and introductions -- personal and career
|
|
Storage
issues |
|
Post
move-in support and follow up to assist with problems and/or emergencies
available for: |
|
•
|
First
year |
|
•
|
First
three months |
|
•
|
First
six months |
|
Constant
single point of contact follow-up throughout the search and transition
process |
If you would like further information about 
In
a megametropolis with literally hundreds of commutable suburbs
and urban neighborhoods to sort through, one of the highest costs
of living in the U.S., great disparities in schools, housing costs
and lifestyles, and real estate rules that defy any standard, you
need all the help you can get to make the right decisions.
