Relocation & Settling In Pull-Out Checklist Getting To Know You: Name: __________________________ Primary Phone: ________________ Email:___________________________ Work Phone: __________________ Current Mailing Address: _________________________ _________________________ _________________________ Internal HR or Relocations Contact? Name: __________________________ Primary Phone: ________________ Email: ________________________ Best time to contact you? ______________ AM / PM (Circle One) Would You Consider Yourself: A Young Employee, Brimming With Potential A Seasoned professional With Years Of Experience An Empty Nester Relocating To A New Home Someone With a Family to Consider When Relocating Someone Else? ________________________________________________ ______________________________________________________________ Dates and Times: When are you available to search for your home? ____________________ When here, what time during the day is good to tour? Mornings Afternoons Evenings Before Work After Work What date do you start work? ____________________ When do you need to be settled into your new home? ___________________ Your Tour: Will anyone be joining you on your tour? If YES what is their relationship to you? Will children be with you? YES NO Children Ages __________ Children Car Seats Needed? YES NO
YES NO How many? ___ _____________________ _____________________ _____________________ _____________________ _____________________
Any Other Consideration You Need Taken Into Account During Your Home Finding Tour(s)? ________________________________________________ ________________________________________________ _____________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ Interests What Kind of Interests do You and Your Family Have? Cultural Recreation Sports Theatre Reading Running Opera Dancing Hiking Concerts Surfing Web Horseback Riding Live Music Coffee Shops Camping Dance Spa/Sauna Team Sports Live Comedy Travelling Extreme Sports Movies Shopping Skiing/Snowboarding Art Galleries Festivals Spectator Sports Museums Market/Gardens Swimming Rock Climbing Anything that we have missed?: ____________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________
ASSESSMENT & ORIENTATION: 1. Are you familiar with Calgary? YES NO If YES do you have a preferred area of the city that you would wish to look for housing in? YES NO If YES which communities would you like to live in? 1st Choice: _________________________ 2nd Choice: _________________________ 3rd Choice: _________________________ What Are Your Must Haves For Your New Home? _____________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________
2. What kind of residence would you prefer to live in? Apartment Condominium Furnished? YES Townhouse House
NO
3. What is your housing budget? $____________ 4. Do you require an overview orientation of Calgary?
YES
NO
5. Do you have any special interests such as religious, cultural, physical or educational? __________________________________________________ _____________________________________________________________
PERSONALIZED RENTAL HOME SEARCH Place a checkmark next to the following services you require:
Home showings pre-selected and booked for you prior to arriving
Assist or negotiate lease applications and approvals
Provide assistance with utility and services hook-ups
Pick up and drop off for guided tours
Assistance with move-in and inventory inspections
“Settling In” Service Place a checkmark next to the following services you require Assistance with Social Insurance Numbers (SIN) Driver’s License Forms and/or Driving Lessons Provincial Health Insurance Forms Shopping, supplies, groceries, etc. Assistance in finding a vehicle Assistance setting up bank information and Canadian credit Short term furnished accommodations Assistance for house purchasing Cultural connections Other Services: _________________________________________________ ______________________________________________________________
Additional Services Education: Do you require research on schooling for you or your family? Names & Ages of Children ___________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ What kind of schooling do you want?
Public
Separate
Private
Post Secondary
Any Special Needs, Physical or Language. If so, what? _________________ _____________________________________________________________ English as a Foreign Language (EFL) Courses? YES NO Post-Move Assistance and Follow Up Place a checkmark next to the following services you require
Shopping tours, clothing, supplies, inventory, etc.
Recreation and leisure options, community centre memberships, etc.
Assist and coordinate furniture rental or purchases
Professional network introductions
Cultural Connections service, cultural orientations
Additional Information/Comments: ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________