Appendix B - Benefits Table

A. Relocation Planning (services provided by the CRSP)

Explanation of the mobility program

X

Presentation of Directive benefits and options

X

Presentation of transferable values and their application

X

Provide financial tools to evaluate renting vs buying

X

Provide counselling on importance of door-to-door move

X

Provide counselling on the multiple aspects of the move

X

Counsel on when HHT should be taken, pre-search requirements

X

Provide liaison service for GTS and HGRS

X

B. Destination Orientation (services provided by the CRSP)

Provide information consultation on new location/community

X

Provide guidance on securing accommodation (rent/purchase)

X

Provide information on market values and trends at destination

X

Provide information on new neighbourhood, schools, special facilities, commuting services, senior homes, etc.

X

Assist in pre-qualifying for HHT (housing requirements and financial considerations)

X

Assist in preparing home/rent search plan and link-up at new locale

X

Counsel on pre-approved mortgage

X

Provide list of local realtors and brief on the range of services to be expected - "open broker policy"

X

Counsel on signing agreements with purchasing agents for newly built sale by owner properties, etc.

X

Provide list of local participating lawyers and brief on the range of services to be expected - "open broker policy"; list of reimbursable disbursements

X

Provide list of local participating financial institutions and brief on penalties and options, range and level of services to be expected - "open broker policy"

X

Provide list of local participating building inspection firms and brief on the range and level of services to be expected

X

Counsel on limitation of fees payable under IRP

X

Counsel on offer-to-purchase process

X

Counsel on exceptional circumstances

X

Provide information on basic leases, penalties, lease terms, etc.

X

C. House Hunting Trip (HHT): Part IV

Authorized travel time (2 days)

X

X

Additional travel time -change of authorized transportation mode

X

Boarding of pets

X

X

Car rental (upgrade from mid-size via Personalized Fund)

X

X

Dependant care (in excess of Core entitlements paid from Customized/Personalized Funds)

X

X

X

Extended HHT (additional 2 days + 2 days)

X

X

HHT - Expenses for Children/Extended family

X

X

HHT duration expenses - employee and spouse or common-law partner (5 days - 5 nights)

X

Destination home inspection trip

X

Telephone calls (expenses in excess of Core entitlements paid from Personalized Fund)

X

X

D. Interim Accommodation, Meals and Miscellaneous Relocation Allowance : Part V

Accommodation, meals and allowance - employee and dependants

X

X

X

Accommodation, meals and allowance (extended family)

X

X

E. Travel To New Location: Part VI

Transportation and travelling expenses - employee and family

X

Transportation and travelling expenses - extended family

X

X

F. Rental Accommodation: Part VII

Professional cleaning of former/new residence ($100)

X

X

X

Rent and lease liability

X

Rent in advance of a move see TDRA (30 days from Core Fund)

X

X

X

Rental agency finding fees

X

G. Sale/Disposal of Home: Part VIII

Appraisal fees on sale of home - 1 appraisal/additional appraisals

X

X

X

Attending fees/power of attorney (actual and reasonable)

X

Home equity loss

X

Home sale assistance (10%) - (up to $15, 000 from the Core Fund)

X

X

Legal fees and disbursements (corporate rates)

X

Marketing incentives

X

X

Mortgage interest differential penalty - non-portable mortgage

X

Mortgage paydown penalty - non-portable mortgage

X

Mortgage paydown penalty - portable

X

Professional cleaning of former/new residence ($100)

X

X

Real estate commission (corporate rates)

X

Return trip to finalize sale

X

Building/structural inspection (corporate rates)

X

X

TDRA (limitations may apply)

X

X

X

TDRA - weekend travel home

X

Property management services

X

H. Purchase of Home: Part IX

Attending fees

X

$25,000 Home relocation loan

X

X

Bridging loan - interest

X

X

Building/structural inspection (corporate rates) limitations

X

X

Follow-up inspections

X

Interest on short term loan - deposit for a home purchase

X

X

Legal fees and disbursements (corporate rates)

X

Mortgage default insurance premium

X

X

Mortgage interest differential (up to 5 years; up to $5,000)

X

Mortgage interest buy-down

X

New home warranty

X

Power of attorney

X

Professional cleaning ($100)

X

X

X

I. Shipment of Personal Effects: Part XI

Crating

X

X

Incidental shipping expenses

X

X

Long term storage (restricted to isolated postings)

X

Miscellaneous shipping expenses

X

X

Return trip to effect move

X

Shipment of antiques and works of art

X

X

Shipment of boats, motorcycles, and ATV's

X

X

Shipment of furniture & effects - from Core Fund up to 20,000lb. /9,071.94 kg

X

X

X

Shipment of mobile homes (with limitations) - PartX

X

X

X

Shipment of pets

X

X

Shipment of PMV - 1 vehicle (storage not permitted)

X

Shipment of second/additional PMVs

X

X

Shipment of trailers

X

X

Storage in transit - in excess of Core entitlements paid from Customized/Personalized Funds)

X

X

X

J. Additional Benefits

Additional insurance - motor vehicles

X

X

Adjustments and alterations to furniture and fixtures

X

X

Counselling services - extended family

X

Duplicate housing or commuting assistance

X

Home renovations for disabled employees and dependants

X

X

Property management fees (former home)

X

Spousal employment search

X

X

Spousal curriculum vitae and interview travel

X

X

Sundry accountable incidental relocation expenses

X