Relocation Services within North America

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1 Relocation Services within North America SM

2 Relocation Services From supply chain management to fully-outsourced mobility programs, Paragon Relocation offers customized and scalable services for all relocation needs. Our goal is to provide The Best Thinking in Relocation by sharing the experience and industry knowledge of our staff. We know relocation and what it takes to create effective policies to manage a successful program, within North America or globally. From building policy components that are not only competitive but cost-effective, to providing key metrics and reporting that illustrate measurable success, Paragon Relocation is the partner of choice for your relocation program within North America or around the world.

3 Relocation Services within North America Paragon offers a comprehensive suite of services for employees moving within North America. With more than two decades of experience in the mobility industry, Paragon is a pioneer in all areas of relocation consulting and services. Building Your Best Program As a standard part of all of our partnerships, Paragon begins each engagement with a detailed policy and program analysis to ensure that your program is built to achieve your talent management goals, while also delivering bottom line savings. As thought leaders in the relocation industry, our Consulting group examines all program facets including administration, exception policies and practices, supplier requirements and plan segmentation to gain a complete understanding of where efficiencies may be gained. Armed with years of experience in designing effective and efficient programs, Paragon will then recommend updates or changes for your consideration. By starting each relationship with the best possible combination of policies and procedures, Paragon will maximize the time and investment you make to accomplish relocation. Paragon s benchmarking and policy consulting services can produce savings up to 30% for our clients annually.

4 Taking Care of the Details Once your program is fine-tuned for today s workforce, Paragon will deliver comprehensive program administration including employee reimbursements, extensive client reporting, an integrated suite of relocation services, full supplier/vendor management, along with exceptional financial management of relocation dollars. All of this is supported end-to-end through one fully automated, real-time technology platform, PRISM (Paragon Relocation Information Systems Manager). Offering Technology that Works In the current global economy, there is simply no substitute for good data. Markets change and companies react so decisions are made quickly. You must be agile and prepared with the most current information possible. With Paragon s PRISM technology platform, there is no waiting on batching or uploads; all the detail is there, at your fingertips, whenever, wherever you need it. Providing One Voice for You and Your Employees Utilizing a best practice service model, Paragon administers a full suite of relocation management services for your company through a single point of contact. For our clients, a dedicated Account Manager is the steward of the relationship. Working for you, the Account Manager holds full responsibility for the overall success of the program. Additionally, the Account Manager has oversight of the team of Relocation Consultants that delivers the services to your employees so that there are no disconnects. The Relocation Consultant manages each transferee s move in the same fashion, holding the overall success of the relocation in their hands. As an additional service enhancement, Paragon offers Gold Service on every relocation for Vice President-level and above. This ensures that your VIPs are well-taken care of throughout the relocation process with more management oversight on the account and extra special touches like a gift basket at move-in. Gold Service can also be authorized for all employee moves as well.

5 Delivering All-Inclusive Services u Pre-Decision Consulting Services Founded as a mobility consulting company, Paragon has always placed emphasis on the work that comes before the move, including finding the right candidate for the job and ensuring that the move is costeffective for both the employee and the company. Our Pre- Decision Consulting Services offer an in-depth analysis of all the factors that could influence a particular employee s move and give a detailed estimate for relocation cost. u Preview Trip Coordination Through our Preview Trip Coordination, Paragon is able to assist internal Human Resources staff with attracting top talent to commit to a position or the move. This service aids in the recruitment process by helping employees or new hires picture themselves in their new location. With the oversight of a local expert, your employee or candidate will be able to see exactly what the new location has to offer. Additionally, Paragon processes all expenses applicable to the Preview Trip. u Relocation Benefits Counseling Paragon s dedicated Relocation Consultants provide detailed counseling to transferees to ensure their complete understanding of both the benefits that their policy provides, as well as the procedures and timeline of all activities associated with the move. With innovative, personalized technology through our powerful communications suite, our Consultants can seamlessly connect with transferees in a mode of communication that fits their style including video, and phone. Because of our dedication to providing exceptional service to our clients and customers, all of our Account Managers and Relocation Consultants carry mobile phones so that they may be reached after-hours for emergency situations 24x7.

6 u Relocation Expense Audit, Processing, Payment and Reporting Paragon utilizes a single, end-to-end technology platform to track, process, pay and report all transactional activity for employee reimbursements, supplier payments and supporting tax documentation. Our PRISM system delivers real-time information and offers clients and transferees alike a comprehensive view into all financial data throughout the relocation process. u Home Marketing Assistance Selling a home is an emotional and complicated process for transferees. Through our proactive marketing efforts, Paragon helps transferees eliminate any roadblocks and sell their home for top dollar, reducing the need for a buy-out offer and avoiding homes in inventory. Paragon offers complete mastery of marketing homes in both good and bad markets and can provide your employees ideas that can make selling a home effortless. u Homesale Services Paragon offers several options for providing Homesale Services. Our programs include: Guaranteed Buyout/Appraised Value, Amended Value and Buyer Value Option. All of our Homesale Services are meticulously managed to ensure that your employees are receiving the best guidance through one of the most important phases of any relocation or assignment. u Property Management If your employee chooses not to sell the home, Paragon has comprehensive services to either simply oversee the home maintenance and upkeep, or to find suitable tenants and manage the leasing procedures and financial management of the home. Our flexible options allow your employee to feel secure in knowing that Paragon is in charge of the home, no matter the situation. u Homefinding Services Purchasing a new home in an unfamiliar location can be overwhelming and difficult. If employees are not properly educated, the possibility for making a poor investment choice increases. With Paragon, our clients can trust that employees are receiving the proper guidance on locations, schools, communities and more to make the best buying decision possible. Paragon also ensures that your employees only work with agents who are experts in the local area and adhere to our stringent service standards.

7 u Employee and Family Concierge Services For those times when extra assistance is needed to help an employee settle-in to their new location, Paragon offers our 60-day Concierge Services. This program begins with a detailed needs assessment to gain insight into what tasks are high on the employee s to-do list. Whether providing in-depth community orientation, onsite help to assist with move-in day or locating maid service, lawn care or other service providers, Paragon eases the transition into the new location. u Mortgage Services Paragon offers comprehensive mortgage services in the U.S. through our sister company, GenEquity Mortgage. GenEquity is a national mortgage banker that offers employees their choice of lenders, programs and rates all with the stability and ease of one single provider. No need for employees to chase rates and endure countless credit inquiries, when one call does it all at GenEquity. Our relocationspecific expertise allows us to properly understand and work with transferees who have special needs and circumstances that require extra attention to detail and timelines. Working with GenEquity also provides direct billing to our clients for mortgage closing costs easing the burden for the employee. u Rental Assistance For employees who choose to rent rather than buy a home in their new location, our Rental Assistance services afford the same detailed support and guidance typically offered to the homeowner. Paragon s Rental Assistance begins with in-depth counseling and assessment of the employee and family s housing and community needs. Armed with this information, Paragon can then provide the employee with a list of pre-screened properties to assist the employee in finding a suitable residence. Through our detailed service, the time and effort spent on finding a residence is decreased, saving money for our clients and allowing the employee to be more productive on the job. u Temporary Accommodation Services After speaking with the employee to gain an understanding of space requirements, commute preferences and rental time period, Paragon will recommend several options to fit the needs and budget of the employee and our client. Through our national contracts, Paragon offers the highest level of service and accommodation to the employee, while managing costs to the employer. Our service provides comprehensive counseling support and follow-up to ensure employee satisfaction.

8 u Transportation of Household Goods Aside from selling the home, moving an employee s personal belongings is one of the most important aspects of any relocation. Our clients can trust that Paragon not only understands the logistics of the service, but also the emotional side of the process as well. Throughout the move, Paragon provides counsel and assistance to the employee and family to ensure a high level of customer satisfaction. Our household goods move services are coordinated through a dedicated Consultant and delivered through our extensive network of carriers, freight forwarders, vehicle transportation services, pet transportation services and other suppliers needed to facilitate the shipment of household goods. Finally, as an added safeguard, every household goods bill is audited by an outside, third-party company to guarantee cost containment and efficiencies at no additional cost to our clients. u Employee and Family Transition and Spousal Support Assistance Relocating can be a very tumultuous and stressful time in an employee s life. To ensure the success of the move, support services can be an invaluable resource and lifeline to the employee and family. Our services provide assistance in the areas of transition stress, crisis intervention, child and elder care issues or general family support. Through this same service, we can also assist the spouse in finding employment, volunteer or continuing education opportunities in the destination location. u Travel Management Coordinating with our clients preferred travel partners, Paragon manages the travel needs of employees including travel arrangements, hotel accommodations, rental car details and more. Paragon also ensures all expenses are within policy parameters and properly reported and reconciled in an efficient manner. u Tax Gross-up and Reporting Using the salary and tax information provided by our clients, Paragon audits the tax gross-up amounts for accuracy prior to sending data to payroll for processing. Paragon s system updates tax calculations as the tax tables change, so our clients are assured of the most current gross-up calculations available. Additionally, through our PRISM technology platform, all information is readily available for reporting purposes.

9 Building Partnerships That Last Paragon has more than two decades of solid, stable experience in the global mobility industry. We know what it takes to build more than just transactional relationships, but true partnerships based on mutual respect and shared vision. We invite you to experience The Best Thinking in Relocation with Paragon.

10 About Paragon Relocation Paragon Relocation is the premier partner of choice in the global mobility industry providing innovative programs, value-added support, superior customer service and thought leadership to our clients and the families we relocate. Our mission is to provide an extraordinary customer experience, one family at a time. Paragon Relocation has been providing relocation services since 1987 and supports services in 150 countries. For further information, please visit Global Headquarters Tomas, Suite 200 Rancho Santa Margarita California USA International Headquarters Unit 1 First Floor College Business & Technology Park Blanchardstown, Dublin 15 Ireland Services Worldwide The Americas Europe Middle East & Africa Asia Pacific info@paragonrelocation.com 2013 Paragon Relocation PR Domestic Brochure