Mobility Program Review and Policy Development

• We have the expertise to review and or create mobility programs that deliver policy provisions and support both talent retention and recruitment objectives.

Client Services

• Policy benchmarking, design, and revision- Oxxford’s Account Management team will

• Reporting- Oxxford’s proprietary system allows our clients to view any report or dashboard at any time and format. Nearly all reports are provided gratis as part of our relationship with our clients.

• Consulting on industry changes and updates- Oxxford considers ourselves as the expert partner of our clients. Through webinars, training sessions, and as part of our ongoing reviews, Oxxford keeps our clients updated with all industry changes and updates related to policy, regulatory, or tax. This is provided gratis.

Departure Services

• Home marketing assistance- Oxxford’s experienced counselor works with the employee to create a marketing strategy with the primary objective to sell the employee’s house at the best price and in the shortest time.

• Homesale Assistance- Oxxford’s experienced counselor and trusted partner will administer the home sale benefit as defined in your mobility policy. Most common home sale programs are “Direct Reimbursement”, “Guaranteed Buyout Offer or GBO”, “Amended Value or AV”, and Buyer Value Option or BVO”.

• Direct Reimbursement – The employee markets the house, negotiates offer and sign purchase agreement with the buyer. The company does not guarantee a value of the employee’s house or purchase it. Normal and customer home sale expenses are reimbursed after the house closes.

• Guaranteed Buyout offer or GBO – The home is purchased from the employee at an amount determined from relocation appraisals and resold to an outside buyer.

• Amended Value or AV – Usually occurs when a “Guaranteed Buyout Offer” has been extended and the employee receives a higher offer from an outside buyer. The “Guaranteed Buyout Offer” is “Amended” to reflect the outside buyer’s higher offer.

• Buyer Value Option or BVO – This program is similar to the “Amended Value” program. However, there are no appraisals are obtained and no initial offer is made to the employee. The employee markets the house and the value of the house is established from an outside buyer.

• Lease termination – Oxxford’s experienced counselor explains the lease termination benefit as defined in your mobility policy and guides the employee through the process to obtain the benefit.

Destination Services

• Home finding assistance- Oxxford’s experienced counselor creates a needs assessment with the employee and secures a real estate specialist as identified in our extensive data base to assist with finding housing in the new location.

• Mortgage assistance- Oxxford assists the employee with relocation mortgage contacts to provide prequalification, explanation of mortgage programs and competitive relocation interest rates.  Direct bill benefits in your mobility policy are processed by Oxxford.

• Rental assistance- Oxxford’s experienced counselor performs a needs assessment with the employee and secures a rental real estate specialist as identified in our extensive data base to assist with finding rental housing in the new location.

• Temporary living assistance- Oxxford provides the employee with short-term corporate housing options within the benefits defined in the mobility policy.

• Household goods management- Oxxford provides a true single source management of the transportation process, including centralized counseling, reporting and risk management. Our counselor administers the moving benefits as defined in the mobility policy, including worldwide household goods moving, pet relocation, and shipping of automobiles. Your employee’s household goods are transported by a reputable, nationally known carrier.

Lump Sum Services

• Needs counseling- The Oxxford Counselor discusses with the relocating employee/ family on their particular needs for their relocation, regardless of whether the company is paying for the benefit or not. Service options are discussed to makes best use of lump sum dollars

• Budget management- The Oxxford Counselor helps the relocating employee manage the lump sum dollars. Estimates are established to insure that “must have” services, such as household goods shipment and final move costs are considered, then other move costs such as temporary living and home finding trips are covered. Taxes are also explained and considered in the budget process.

• Simplified administration- Oxxford can manage little or most of the administration of the Lump Sum payment, including managing the lump sum, paying expenses/ suppliers, reporting as to taxable/non-taxable expenses to the client, etc.

Financial Services

• Expense Management- Oxxford’s counselor works with the employee to review the process of submitting for reimbursement of expenses for benefits outlined in the mobility policy. The counselor reviews all reimbursement requests for adherence to policy and accuracy, and once approved pay directly to the employee or supplier. All paid expenses are categorized by detailed expense line item consistent with IRS Publication 521.

• Cost Tracking & Reporting – Oxxford’s experienced financial team reviews, codes and enters each eligible expense for reimbursement. The most important feature of the service is the “Gross-up” calculation and reporting of non-deductible reimbursed relocation expenses in compliance with IRS guidelines.  W-2 information is provided to your company’s payroll department.

International Services

Destination Services/In-Country Orientation

• Temporary quarters- Oxxford provides the employee with short-term corporate housing options within the benefits defined in the mobility policy.

• Home finding services- Looking for a new home is usually an exciting and emotional time for expatriates. Oxxford’s counselor works to ensure that families can focus on their expatriate housing needs rather than on the logistical and legal processes that are unique to the new destination. Our counselors know that a big part of their job is to balance the needs of the expatriates with the housing guidelines and budget provided by their company.

• Settling-in services- Oxxford’s experienced counselor will assist the employee with any settling in services defined in the mobility policy, typically including banking needs, driver’s license, SSA documents, shopping locations, etc.

• Area orientation- The Oxxford Counselors pride themselves on designing the ideal area tour of the new international location. They familiarize the expatriate and family with the local area based on their specific needs. Tours may include: an introduction to various communities; points of interest; housing styles; transportation options; and other areas of interest identified by the assignee before or during the trip.

• Transportation- All transportation options are discussed with each employee/ family moving to a new international assignment. Arrangements are made to explore these options during the orientation phase of the new assignment, and assistance is provided as allowed in the clients benefit policy.

• Schools- For employees moving with school age children, research is provided upfront and included during the orientation tour, so that school decisions are made proactively.

• Banking and/or insurances- As part of the employee’s home finding trip, and concluded by the time the employee/family are traveling to their new assignment, all banking and insurance needs are coordinated through client’s policy and programs.

• Currency Exchange- As part of the employee’s new assignment, currency exchange is arranged to include salary, banking accounts, transfer of other personal funds, etc.

• Registrations and Licenses- Oxxford counselors arrange to assist with needed registrations and licenses on items such as car, etc.

• Social contacts- If provided, Oxxford’s counselor and destination service representative can arrange various contacts for the employee and family in areas such as work, social, and school circles.

• In-country orientation- This can be completed after the employee and family arrive in the new location. The destination service representative familiarizes the expatriate and family with the local area based on their specific needs. Tours may include: an introduction to various communities; points of interest; housing styles; transportation options; and other areas of interest identified by the assignee before or during the trip.

• Intercultural business programs- Oxxford’s highly-engaging cultural training programs explore the powerful cultural values that lead to the very visible differences in the way people interact socially and at work. Our programs focus on building the Skills & Strategies that employees and their families need for a successful assignment.

• Expatriate spouse program- If you’ve relocated employees, you know that an accompanying spouse or partner can make or break a move. We support the partner, so your employee can focus on making the most of their relocation. Our geographic- and skill-specific suppliers work one-on-one with your employee’s partner. To ensure they can continue, or stay current, in their career, we create a professionally written résumé and train them on job search strategies, social networking, and interviewing techniques.

Planning for Return

• Vacate support services- Oxxford works with the employee to prepare to return to their old location, or on to a new location. Services here include assistance with lease termination, household goods shipment, destination services with the old/new location, temporary living assistance as needed, visa and immigration assistance as needed, school assistance as needed, etc.

• Repatriation counseling and assistance- based on the client’s policy, Oxxford’s experienced counselor will perform a needs analysis to understand and help build a process timeline to get the employee and family to their new location. Services are secured and managed to insure success.

• Evaluation of assignment effectiveness- Oxxford requests the employee and family complete assignment evaluations during and after their assignment. These help Oxxford understand how we are doing, and provides feedback to clients as to the effectiveness of their benefits provided.

Assignment Management Services

• Departure home management- Oxxford can manage the employee’s departure home while the employee is on assignment. Services include vacant home management, financial services management, and tenancy management.

• Career development- Oxxford can work with the client to insure that the employee maintains ongoing communication with the responsible management overseeing the employee’s move. This is important for the employee to feel “attached” to his organization. Additionally, spouse/partner career assistance can be arranged before, during, and/or after the assignment in order to maintain job availability.

• Mentoring program- Oxxford can work with the client to arrange a mentor program or each international assignment employee. Mentor programs help employees to remain connected with their applicable business units.

• Crisis management- Oxxford Relocation has multiple relationships with crisis management companies to assist in protecting employees and their families while on international assignments. Many different options, including extraction are considered and implemented as needed.

• Security- Oxxford can work with clients to arrange for security services as needed in countries where necessary.

• Tax equalization and preparation- Oxxford works with clients and their tax partner to provide information before, during, and after an assignment. Client policy dictates what methodology will be used to calculate income and taxes owed for various countries the employee is living in, and traveling to during their assignment.