Executive Relocation Profile

1. Dwelling Needs 

Dwelling Type:

House ( Buy Rent )
TownHouse ( Buy Rent )
Coop Apartment
Condominium
Rental Apartment

Space Requirements:

Number of Square Feet
Number of Bedrooms
Number of Bathrooms
Garage (    of Cars)

Amenities: (Key: N = Necessary; P = Preferred; NP = No Preference; NW = Not Wanted)

N P NP NW        Marble Bath
N P NP NW        24 Hour Doorman
N P NP NW        Laundry Room
N P NP NW        Playroom
N P NP NW        Exercise Room/Health CLub
N P NP NW        Street Exposure
N P NP NW        Rear Exposure
N P NP NW        Upper Floor (Upper Half)
N P NP NW        Lower Floor (Lower Half)
N P NP NW        Penthouse
N P NP NW        Walk to public transportation
N P NP NW        Less than 1/2 hour to office
N P NP NW        Less than 1 hour to office
N P NP NW        Less than 2 hours to office
N P NP NW        Garbage disposal
N P NP NW        Central Vac
N P NP NW        Kitchen less than 5 years old
N P NP NW        Terrace

2. Time Table
Immediate ( within one month )
Within 3 months Within 6 months Within 9 months Within 1 year
Need for Temporary Housing ( For employee For employee & Family )

3. Family Needs
Children
Number of children living at home/or needing a room
Number of these children less than 5 years old
Number of these children less than 10 years old
Number of these children less than 15 years old
Number of these children less than 18 years old
Number of these children more than 18 years old

(Key: N = Necessary; P = Preferred; NP = No Preference; NW = Not Wanted)
N P NP NW        Private School
N P NP NW        Religious School (full time)
N P NP NW         (OTHER PLEASE SPECIFY)

Spouse Family:
N P NP NW        Reemployment Assistance
N P NP NW        Professional Licensing Assistance
N P NP NW        Social/Fraternal/Alumni Assistance
N P NP NW        Religious Affiliation Assistance
N P NP NW        Household Cleaning Service
N P NP NW        Childcare Assistance ( living in )
N P NP NW        Personal Shopper
N P NP NW        Family Counseling/Adjustment Assistance
N P NP NW        

Family Financial:
N P NP NW        Homeowners Insurance
N P NP NW        Auto Insurance
N P NP NW        Auto Reregistration
N P NP NW        Driver Relicensing
N P NP NW        Selection of Local PCPs (Doctors)
N P NP NW        COBRA Assistance
N P NP NW        Review of Estate Plan/Life Insurance
N P NP NW        Lawyer Referrals
N P NP NW        Mortgage Brokerage Assistance
N P NP NW         (OTHER PLEASE SPECIFY.)
N P NP NW        (OTHER PLEASE SPECIFY.)

4. Budget 
Rentals:
$1500 - $2000/MONTH      $2000 - $2500/MONTH      $2500 - $3000/MONTH     $3000 - $3500/MONTH
$3500 - $4000/MONTH      $4500 - $5000/MONTH      $5500 - $6000/MONTH     $6500 - $7000/MONTH
$7500 - $8000/MONTH      $8500 - $9000/MONTH      $9500 - $10000/MONTH   Above $10,000/MONTH
$1500 - $2000/MONTH      $1500 - $2000/MONTH      $1500 - $2000/MONTH     $1500 - $2000/MONTH
$1500 - $2000/MONTH      $1500 - $2000/MONTH      $1500 - $2000/MONTH     $1500 - $2000/MONTH
Purchase: House/TownHouse/COOP/Condominium
$150,000 - $200,000            $200,000 - $250,000           $250,000 - $300,000           $300,000 - $350,000
$350,000 - $400,000            $400,000 - $450,000           $450,000 - $500,000           $500,000 - $550,000
$550,000 - $600,000            $600,000 - $650,000           $650,000 - $700,000           $700,000 - $750,000
$750,000 - $800,000            $800,000 - $850,000           $850,000 - $900,000           $900,000 - $950,000
$950,000 - $1,000,000         $1,000,000 - $1,500,000     $1,500,000 - $2,000,000     $2,000,000 - $2,500,000
$2,500,000 - $3,000,000      $3,000,000 - $3,500,000     $3,500,000 - $4,000,000     $4,000,000 - $4,500,000
$4,500,000 - $5,000,000      $5,000,000 - $5,500,000     $5,500,000 - $6,000,000     $6,500,000 - $7,000,000
$7,000,000 - $7,500,000      $7,500,000 - $8,000,000     $8,500,000 - $9,000,000     $9,000,000 - $9,500,000
$9,500,000 - $10,000,000    Above $10,000,000 

5. Mortgage Specifications 
Down Payment:                                                   

Adjustable Rate:

Fixed Rate:

6. Employee Benefits/Human Resources Considerations in Relocation 

Retirement Plan Assets:
401K Rollover Assistance
Profit Sharing/Money Purchase Rollover Assistance
Defined Benefit Plan Rollover Assistance

Health Dental Plan:
PCP (doctor/dentist) Selection Assistance
Hospital Selection Assistance
COBRA Assistance

Life Insurance Disability Income Insurance Plan:
Individual/Group Plan Analysis

Pregnancy Family Leave:
Family/Medical Leave Assistance
State Disability Benefits

Professional:
State Licensing Assistance
Professional Organization Affiliation

Recruitment Selection EEO:
Diversity Orientation
Age/Sex Issues
Drug/Alcohol Testing Issues

Job Design Analysis:
Job Analysis for New Position
Job Design for New Position

Performance Appraisal:
Progressive Performance Appraisal after Relocation

Safety/Health:
Safety Audit for New Position

Labor/Collective Bargaining at New Job Location:
 
 

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