The following table lists the benefits available to a employee:
| Relocation Benefits | Core | Customized | Personalized |
|---|---|---|---|
| A. Relocation Planning | |||
| 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 | |||
| 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 brokerpolicy"; 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: Section 4 | |||
| Authorized Travel time (2 days) | X | ||
| Additional travel time -change of authorized transportation mode | X | ||
| Boarding of Pets | X | X | |
| Car Rental (upgrade from mid-size via Personalized funding) | X | X | |
| Dependent Care (above Core funded from Customized/Personalized) | X | X | X |
| Extended HHT (additional 2 days + 2 days) | X | X | |
| House Hunting Trip - 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 above Core funded from Personalized) | X | X | |
| D. Interim Accommodation, Meals and Miscellaneous Relocation Allowance : Section 5 | |||
| Accommodation, Meals and Allowance - employee and dependants | X | X | X |
| Accommodation, Meals and Allowance (extended family) | X | X | |
| E. Travel To New Location: Section 6 | |||
| Transportation and Travelling Expenses - employee and family | X | ||
| Transportation and Travelling Expenses - Extended Family | X | X | |
| F. Rental Accommodation: Section 7 | |||
| 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 Core) | X | X | X |
| Rental Agency Finding Fees | X | ||
| G. Sale/Disposal of Home: Section 8 | |||
| Appraisal Fees on Sale of Home - 1 appraisal/additional appraisals | X | X | X |
| Attending Fees/Power of Attorney (actual and reasonable) | X | ||
| Capital Improvements - per Income Tax Act | |||
| Home Equity Loss - (capped @ $15,000) | 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: Section 9 | |||
| 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: Section 11 | |||
| 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 - Core up to 20,000lb/9,071.94kg | X | X | X |
| Shipment of Mobile Homes (with limitations) - Section 10 | X | X | X |
| Shipment of Pets | X | X | |
| Shipment of PMV - 1 vehicle (Storage not permitted) | X | ||
| Shipment of Second/additional P.M.Vs | X | X | |
| Shipment of Trailers | X | X | |
| Storage in Transit - over Core (Custom/Personalized) | 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 | ||
| EX/GIC Enhanced services | 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 | ||
Note: See appropriate sections for description, rate limitation and application.