+ Orientation and Home Finding

ORIENTATION

An introduction to the area includes information about the following as required:

1. Geography and brief history of California
2. Climate and weather patterns
3. Transportation: roads, airports, public transportation
4. Commute patterns
5. Official documentation (social security application and California driver’s licensing)
6. California banking
7. Housing: types and prices for rental and purchase
8. School system including registration and immunization requirements
9. Utility sign up
10. Health and emergency information
11. Travel/vacation possibilities
12. Local resources
13. Recreation
14. Entertainment
15. Shopping

PRE-DECISION CONSULTATION

A telephone or face to face conversation to answer questions those considering a relocation may have. Topics covered as required may be:

1. Housing: types and prices for rental and purchase
2. School system: public and private
3. Transportation and commute patterns
4. Information about towns and neighborhoods

THE PREVIEW PROGRAM / FAMILIARIZATION TOURING

1. Needs assessment prior to arrival
2. Research and preparation of itinerary
3. Escorted tour of pre-selected towns with sample housing. Down towns, residential areas,government buildings, health facilities, recreational facilities and driving by school campuses will be shown as required.

LEASE SIGNING ASSISTANCE

Consultation, support and escorted assistance (as required) with lease review, negotiation andlease signing.

MOVE-IN INSPECTION ASSISTANCE

Inspection of property prior to move in. Written report on condition of premises with supporting photographs

HOME PURCHASE ASSISTANCE

1. Pre-decision consultation or orientation
2. Familiarization touring
3. Identification of area or areas suitable for home search
4. Research of appropriate schools for any school age children
5. Referral to one of our partner realtor

ESCORTED RENTAL TOURING

1. Tours can be two days, one day or one half day.
2. Needs assessment prior to arrival
3. Research of housing according to preference, needs and budget
4. Identifying housing that pertains to appropriate schools for any school age children
5. Scheduling appointments with property owners or property managers (if required)
6. Preparation of itinerary
7. Escorted touring to view selected properties
8. Welcome packet on arrival (includes local resources and information sheets)

+ Legal Compliance and Settling In

LEGAL COMPLIANCE ASSISTANCE

Support and escorted assistance (if required) to complete applications for:

1. A California bank account
2. A social security number
3. A California driver’s license

And, if required, school registration and immunizations

SCHOOL ASSISTANCE

1. Can include any of the following:
2. Pre-school research
3. Pre-school research and touring
4. Public school counseling
5. Public school registration. Phone and email support
6. Public school registration. Escorted visit to a school district office
7. Information about immunization requirements. Phone and email support
8. Escorted visit to an immunization clinic
9. Private school research
10. Private school research and touring

SETTLING IN ASSISTANCE

1. Information about and assistance with (as required):
2. Needs assessment prior to arrival
3. Orientation - A face to face overview shortly after arrival
4. Explaining the differences between public and private schools (if required)
5. Registering at a public school (including an explanation of required immunizations)
6. Identifying appropriate pre-schools/day care for any pre-school children
7. Applying for a social security number
8. Getting a California driver’s license
9. Establishing a California bank account
10. Signing up for utilities
11. Explaining insurance issues
12. Health and emergency information
13. Resources for recreation, entertainment and shopping

+ Departure Services

MOVE-IN INSPECTION ASSISTANCE

Inspection of property prior to move in. Written report on condition of premises with supporting photographs

DEPARTURE SERVICES

Information about and assistance with:

1. Review of lease and termination letter
2. Pre-inspection walk through (to anticipate any problems, advise on cleaning carpets/windows etc.)
3. Collection of documents for canceling accounts etc.
4. Disconnection of services (utilities and telephone)
5. Closing accounts – memberships, credit cards, bank accounts
6. Pick up of rental furniture
7. Disposal of unwanted items
8. Final move out inspection
9. Return of security deposit
10. Forwarding mail

+ First Step and Continual Support

Our team member schedules a phone call with the transferee to introduce our services and to gather information about the transferee’s housing needs. A dedicated staff member will discuss the nuances of the Bay Area market and answer any questions. Our goal is to make the transferee feel comfortable with the process and to reassure them that we will provide guidance at each step of the way.If the transferee is scheduled for our touring services, we offer part day, full day and multi day area touring and rental touring. We carefully match the transferee with one of our specialist area consultants, many of whom are Bay Area natives and can offer a wealth of knowledge about the area.The dedicated staff member remains in contact with the client throughout the service and is always available to answer questions.Our informative tours typically include information about climate, weather patterns, transportation and commute patterns as well as a detailed overview of areas and neighborhoods.

+ Follow Up

Tour reports are submitted 24 hours after the tour date and if an extended service is authorized updates are given at regular intervals and after every touch point.Our focus is on the transferee experience and as such we do not offer a cookie cutter service. Please contact us to discuss how we can customize your transferee’s services to ensure the very best experience.

+ Client Portal

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