RES Forum survey - USA Domestic Relocation Policy

Dear RES Members,

The requesting organisation would like to understand the policies and practices that other members offer for their USA domestic relocations.

Thanks for your participation.

RES Forum

1. Do you manage USA Domestic Relocations, or do you have a full understanding of the policies and processes that apply to these moves within your organisation?

2. What is your total, annual volume of USA Domestic PERMANENT transfers?

4. Which of the following apply to each group of employees under your US Domestic relocation policy?

  Internal transfers (Current employees-all job levels) Entry level new hires Senior level new hires Campus hires/ graduates
Allowances - Cash lump sum policy to cover ALL benefits (please specify amount and if this is grossed up for taxes or not in further comments section)
Allowances - One time miscellaneous relocation allowance/ cash allowance to cover SOME benefits (please specify amount and if this is grossed up for taxes or not in further info section)
Allowances - Employees can choose EITHER managed policy with defined benefits OR payment of a cash lump sum in lieu of some or all benefits? (please provide details)
Allowances- Other (please specify)
Home sale and purchase support - Buyer Value Option (BVO)
Home sale and purchase support - Guaranteed Buyout Offer (GBO) (If yes, please give details of length of time offer is valid for)
Home sale and purchase support - Direct Reimbursement (DR) (if yes, please specify if benefits are grossed up or not)
Home sale and purchase support - Other support (please specify)
Rental/ home purchase - Current renter supported TO RENT ONLY in new location
Rental/ home purchase - Current renter supported TO RENT OR PURCHASE in new location
Rental/ home purchase - Current home owner supported TO RENT OR PURCHASE in new location
Rental/ home purchase - Current home owner supported TO PURCHASE ONLY in new location
Rental/ home purchase - Other (please specify)

5. For each type of home sale and purchase support that you offer (if applicable), do you...?

  Buyer Value Option (BVO) Guaranteed Buyout Offer (GBO) Direct Reimbursement (DR)
Specify a maximum housing value FOR THE PROPERTY BEING SOLD for some types/ levels of employee (please specify details)
Specify a maximum housing value FOR THE PROPERTY BEING SOLD for all employees (please specify details)
Specify a maximum housing value FOR THE PROPERTY BEING PURCHASED for some types/ levels of employee (please specify details)
Specify a maximum housing value FOR THE PROPERTY BEING PURCHASED for all employees (please specify details)
Only cover certain types of home for sale/ purchase (please specify details)
Cover all types of home for sale/ purchase (please specify details)
Apply any other eligibility criteria (please specify details)
Offer a home selling incentive (please specify details)
Offer an equity advance to purchase a new home based on % of equity limits (please specify details)
Offer an equity advance to purchase a new home based on broker market analyses (please specify details)
Offer an equity advance to purchase a new home based on appraisals or outside sale price (please specify details)
Offer an equity advance to purchase a new home based on something else (please specify details)

6. What basis do you use for payment of taxable relocation allowances?

7. How do you handle expense management for your USA Domestic relocation programme? (Note that RMC is Relocation Management Company)

8. Do you apply caps to any individual benefits or to the overall policy benefits payable? 

9. Are you currently considering any changes to your domestic relocation programme/ policies? If yes, please give details

10. Please provide any other information that you feel may be relevant.

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Organisation information
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12. Please answer the follow questions.
Please note that if you provide your personal details, we may contact you about this survey or about other RES Forum news and information/ surveys. We will never share your data with other organisations or suppliers without your permission.

13. If you’re not a member of the RES Forum, would you be interested in finding out more about how to join to obtain a copy of the survey results?

Thank you for responding to our surveys.

The RES Forum Team

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