-1- Prepared by: NextResearch 5050 Poplar Avenue, Suite 920 Memphis, TN 38157 (901) 682-1011 April...

-1-

Prepared by:

NextResearch5050 Poplar Avenue, Suite 920

Memphis, TN 38157(901) 682-1011

April 19, 2001

Corporate Relocation Survey 200134th Annual Results

Atlas Van Lines Corporate Relocation Survey-2-

Management Summary

Corporate Profile

Manufacturing/Processing is the most highly represented business classification in this study. The following is a breakdown of respondents’ company business classifications:

Almost half of these companies are international (49%). Large companies are more likely to be international. Almost 2 in 3 (64%) companies with over 5000 employees are international while only 4 in 10 (40%) companies with fewer than 500 employees are international.

The average annual sales for all companies involved in this study is $63.6 million.

Just over one-third (35%) of the companies involved in this study employ less than 500 salaried workers. Just over another third (36%) employ 500-4999 employees, and just under one-third (29%) have 5000 or more salaried employees.

Total (Base) (301)

Business Classification Manufacturing/Processing 46% Service 17 Financial 9 Government/Military 6 Other 22


Management Summary

Corporate Profile cont’d

Almost 7 in 8 (87%) companies have a formal relocation policy. Due to bigger budgets and more annual relocations, companies with 500 or more employees are more likely to have a formal relocation policy than are smaller companies.

The same is true for centralized relocation departments. Almost 8 in 10 (79%) medium/large companies feel that a centralized relocation department is a necessity while only 66% of small companies have centralized the administration of employee relocations within a single department. Most of these centralized relocation departments are responsible for the following:

- Controlling Household Goods Carrier Selection (79%)- Controlling Freight Carrier Selection (67%)

- Controlling Air Carrier Selection (59%)

About half (51%) of these departments also handle air travel via commercial airlines.

For more than half (53%) of these companies, the company is the sole selector of the carrier for the employee’s move.

For about 2 in 10 (17%), the company and the employee select the carrier together. A relocation firm selects the carrier 14% of the time, and the employee selects the carrier 12% of the time.


Management Summary

Corporate Profile cont’d

By far, most relocations were within the U.S. Companies moved an average of 145 employees within the U.S., compared to only 26 employees moved to the U.S. from other countries and 8 moved within Canada.

The majority of these relocated employees were from the largest companies within the U.S.

Company Size Total

Less than 500 employees 15

500-4999 employees 126

5000 or more employees 331


Management Summary

Decision Maker (Respondent) Profile

While most respondents (73%) work in Human Resources/Personnel, there were also a variety of respondents who completed this survey – from managers (24%) to relocation administrators (28%) to other unspecified positions (29%).

A little over half (58%) of decision makers read trade publications. The most popular publications are:

- Mobility (36%)- HR Magazine (21%)- Human Resource Executive (17%)

While 74% of those employees interviewed do not belong to any relocation-related associations, almost half (47%) of those at large companies belong to such associations.

Companies allocated more money for relocations in 2000 than they did in the previous year. A little more than eight in ten (81%) relocation decision makers say that their 2000 relocation budget either increased or stayed the same, with increases outnumbering decreases more than 2 to 1.

- 40% increased from 1999 budget- 41% stayed the same as 1999 budget- 19% decreased from 1999 relocation budget

Total (Base) (301)

Employees who Belong to Relocation-Related Associations Large companies 47% Medium companies 25 Small companies 9


Management Summary

Transferee Profile

The most frequently transferred employee is in his/her thirties with an average age of 36 years.

An average of 179 employees were transferred in 2000. Larger companies drive this number with an average of 386 employees being transferred in 2000. The following is the makeup of those employees transferred in 2000:

- 20% women (Despite societal advances, husbands are less likely to follow wives, hence fewer relocations among women)

- 52% had trailing spouses

A little more than half of respondents (54%) feel that relocation will stay the same in 2001. 23% anticipate an increase and 23% feel that there will be a decrease in the number of relocations in 2001.

Only 31% of respondents feel that external factors had a significant impact on the number of employee transfers in 2000. These people feel that the following external factors had an impact:

- Economic Conditions (85%)- Lack of Qualified People Locally (53%)

Total Age Less than 25 years 6% 25 – 30 years 7 31 – 35 years 32 36 – 40 years 39 41 – 45 years 11 More than 45 years 5


Management Summary

Transferee Profile cont’d

In contrast to external factors, more than half (54%) of respondents feel that internal factors had a significant impact on the number of employee transfers in 2000. Internal factors were especially likely to impact larger companies. The following internal conditions are significant:

- Promotions/Resignations (72%)- Growth of Company (63%)- Corporate Reorganization (52%)

Companies vary on the amount of time they allow employees to decide on whether to accept a relocation offer. Some employees (24%) have only one week or less to accept an offer, while others (28%) have a month or more to decide. Larger companies (those with 500 or more salaried employees) usually allow the employee more time to accept a relocation offer.

The majority of companies allow the hiring of spouses of current employees (88%). The smaller the company the less likely it is to hire a spouse.


Management Summary

Policy Administration

More than half (53%) of all companies outsource relocation services. Fewer than one-third (32%) of small companies outsource, while more than three-fourths (77%) of large companies outsource some or all relocation services.

Of those companies who do outsource, the services that are most likely to be outsourced are:

- Real estate (88%) - Household goods transportation (74%)- Counseling (60%)

Only 41% of decision makers say that the Internet is used for relocation-related matters. Those who do use the Internet use it for a variety of purposes:

- To communicate via e-mail with relocating employees (88%)- To research relocation-related matters (77%) - For matters unrelated to relocation (63%)

On average, employees are allowed 4.7 expense-paid house-hunting days. Spouses are allowed to accompany the employee on 1.6 expense-paid house-hunting trips.

Company Size (Salaried Employees)

Total Less than

500 500-4999 5000 or more

(Base = Knows whether firm outsources) (278) (94) (101) (83)

Outsourcing of Services My firm outsources the administration of some/all relocation services

53% 32% 57% 77%

My firm does NOT outsource the administration of relocation services

47 68 43 23


Management Summary

Relocation Costs

The following are companies’ methods of reimbursement of moving expenses:

If an employee decides to buy a home in the new location, companies will cover a variety of moving expenses:

- 81% pay to pack all items - 71% pay to move an automobile- 68% pay to move exercise equipment- 66% pay to carry items down from the attic- 61% pay to move recreation and lawn equipment

If an employee decides to rent, companies cover the following:

- 72% offer home finding trips- 65% offer storage- 64% reimburse for lease cancellation - 60% offer to move one or more automobiles- 53% apply temporary living allowance to rent

Total (Base) (276)

A combination of all methods (dependent on the situation and employee) 45% Full reimbursement 32 Lump sum 12 Partial reimbursement 8 No reimbursement 3


Management Summary

Relocation Services

Only 34% of companies assist an employee’s spouse/partner in finding employment in the new location. These companies help in the following ways:

- 42% assist the spouse/partner in finding a job outside of the company- 35% pay job finder’s fees- 16% assist the spouse/partner in finding a job within the company- 7% pay the spouse/partner's salary until hired

On average, only 8% of employees employed by companies who offer spouse/parner employment assistance, took advantage of it in 2000.

Only 1 in 10 (10%) companies provide elder care assistance to the transferee. Assistance provided by these companies includes:

- Provides a list of nursing homes (68%)- Moves the elderly relative who does not live with the transferee (32%)- Moves the elderly relative who will live with the transferee in the new location (16%)- Allows the transferee to use pre-tax dollars for outside care (16%)- Reimburses for outside care (5%)

One in four (25%) respondents believe that an employee’s willingness to relocate is never affected by his/her spouse’s employment status. Half (50%) believe that employee’s willingness to relocate is seldom affected. 16% say an employee’s spouse’s employment status frequently affects his/her relocation decision, 9% say it almost always does.


Management Summary

Relocation Services cont’d

Most (78%) respondents say that declining the opportunity to relocate does not hinder an employee’s career.

Just over 7 in 10 (71%) respondents feel that the number of employees who declined relocation offers did not change between 1999 and 2000. More than 1 in 10 (12%) say that the number of employees declining relocation offers in 2000 decreased.

Half of all companies reported at least one employee who was asked to relocate in 2000 declined the opportunity. Reasons given were:

- Family ties (81%) - Personal reasons (73%)- No desire to move (67%)

The average number of relocation carriers companies have contractual agreements with is 2.6.


Management Summary

Transportation

A little more than 6 in 10 (62%) respondents say that their company does have preferred contract carriers.

A total of the 38% of companies included in the survey outsourced services to a relocation service or brokerage firm in 2000 which is an increase from 1999. The services most often provided by these firms were:

- Real estate sale/purchase (90%)- Contract of household goods moving company (78%)- Orientation tours in the new location (69%)

The most important attributes when selecting a contract carrier are:

- Service (95%) - Reputation (75%)- Price (75%) - Claims processing (68%)

When evaluating a carrier, 96% say that the most important attribute is service, 84% say on-time delivery, 80% say price, 73% say employee feedback, and 71% say claims processing.

From the employee’s perspective, the most important aspects of a move are:

- Claims processing (82%) - Origin Agent (70%)- Packer (78%) - Driver (68%)

Just under 2 in 10 (18%) companies use electronic transfer of funds to their contract carrier, 15% use on-line registration access with their carrier, and 12% use on-line access with their carrier for shipment records/history.


Management Summary

Geography

Just under 6 out of 7 (85%) companies relocated employees to the United States in 2000, while only 17% of employees were relocated to Canada, and 13% to Mexico.

When choosing a cross-border carrier, most respondents (96%) say that service is most important, followed by scheduling (80%), price (77%), and reputation (73%).


Management Summary

International

Among companies that did relocate employees internationally, relocations to and from the United States dominated international relocations, with foreign relocations from the U.S. being more common than U.S. relocations from abroad (27% vs. 18%). Relocations between two foreign countries were the least common (4%).

Eight in ten (80%) offer additional leave time that includes travel and at least one visit to the United States or Canada to internationally relocated employees, 77% offer additional tax considerations, and 71% offer additional leave time. Two in three (67%) offer increased allowances for permanent storage, and 54% offer allowances for children to attend certain schools.

Two in three (67%) companies have never used the electronic data interchange (EDI) interface capabilities on international shipments. EDI is seldom used by a little over 1 in 7 (15%) companies.

Almost three-fourths of companies (73%) offer no assistance to internationally transferred employees’ spouses/partners in finding employment in the new location. Of those companies who do offer this assistance, an average of 46% of internationally relocated employees in 2000 took advantage of this.

Fewer than 3 in 10 (29%) international relocations were declined or failed in 2000. Half of these failed for lack of adaptability by the employee. Another 10% failed due to lack of adaptability by the spouse/partner, and 1 in 10 failed due to lack of spouse/partner assistance.


Corporate Profile

Company Type

International49%

Regional20%

National31%

Total

International40%

Regional28%

National32%

International46%

Regional22%

National32%

International64%

Regional8%

National28%

Less than 500 Salaried Employees

500 – 4999 Salaried Employees

5000+ Salaried Employees

Q.2


Corporate Profile

Business Classification

Other22%

Government/military

6%

Manufacturing/processing

46%

Service17%

Financial9%

Total

Other23%

Government/military

7%


36%

Service23%

Financial11%

Other29%

Government/military

6%


38%

Service13%Financial

14%




Q.1

Other15%

Government/military

6%


62%Service13%

Financial4%


Corporate Profile

Company’s Average 2000 Annual Sales

63.6

46.7

70.4

77.2

Total Less than 500Salaried

Employees

500 - 4999Salaried

Employees

5000+Salaried

Employees

In Millions

Q.3


Corporate Profile

Salaried Employees

5000+ Salaried

Employees29%

500 - 4999 Salaried

Employees36%

Less than 500 Salaried

Employees35%

MEAN: 2608 Salaried Employees

Q.4


Corporate Profile

Formal Relocation Policy

87%

73%

94% 94%

0%

20%

40%

60%

80%

100%


Employees

500 - 4999Salaried

Employees

5000+Salaried

Employees

Q.5


Corporate Profile

Administration of Employee Relocations from Centralized Department

Yes79%

No21%

Total

Yes66%

No34%

Yes79%

No21%

No21%

Yes79%




Q.6


Corporate Profile

Centralized Relocation Department Duties

27%

38%

51%

59%

67%

79%

0% 20% 40% 60% 80% 100%

Recommends Site and Space Selection for OfficeRelocations

Handles Office Relocations

Handles Air Travel via Commercial Airlines

Controls Air Carrier Selection

Controls Freight Carrier Selection

Controls Houshold Goods Carrier Selection

Total

Q.7


Corporate Profile

Centralized Relocation Department DutiesQ.7

Company Size (Salaried Employees) Total Less than

500 500-4999 5000 or

more (Base) (195) (59) (76) (60)

Centralized Relocation Department’s Duties

Controls Household Goods Carrier Selection 79% 73% 84% 85%

Controls Freight Carrier Selection 67 72 71 58

Controls Air Carrier Selection 59 62 63 50

Handles Air Travel Via Commercial Airlines 51 61 58 37

Handles Office Relocations 38 41 41 32

Recommends Site and Space Selection for Office Relocations 27 31 30 18


Corporate Profile

Carrier SelectionQ.8

The Employee12%

The Company & Employee

Together17%

The Company53%

A Relocation Firm14%

Other3%

Total


Corporate Profile

Carrier SelectionQ.8


Total Less than

500 500-4999

5000 or more

(Base) (301) (105) (110) (86)

Selector of Carrier for Employee’s Move

The Company 53% 46% 58% 55%

The Company and Employee Together 17 22 15 13

A Relocation Firm 14 12 14 17

The Employee 12 15 11 9

Other 3 5 2 6


Corporate Profile

Relocation Destination

Average # of Employees Relocated to Each Location in Total144.6

25.7

7.80.6

Within the U.S. To the U.S. Within Canada To Canada

Q.9


Corporate Profile

Relocation Destination

By Company Size

Q.9


Total Less than

500 500-4999

5000 or more

(Base) (301) (105) (110) (86)

Mean Number of Employees Relocated:

Within the U.S. 145 15 126 331

To the U.S. 26 1 43 35

Within Canada 8 * 6 19

To Canada 1 * 1 1

*indicates less than 0.5


Decision Maker Profile

Department Function

Total

Q.10

Administration2%

Traffic/Transportation

3%

Compensation/Benefits

3%

Relocation Services

10%

Other9%

Human Resources

73%



Department Function

By Company Size (Salaried Employees)

5%3%

20%

59%73%

89%

11%

13%

2%

04%%

10%2% 7%3%

2%3%

0%

20%

40%

60%

80%

100%

Less than500

500 - 4999 5000 or moreHuman Resources

Compensation/Benefits

Relocation Services

Administration

Other

Traffic/Transportation

Q.10

NOTE: Percentages may not add to 100 due to rounding



Position with the Company

Department Head1%

Assistant to VP 3%

Vice President

4%

Supervisor 5%

Director6%

Manager24%

Other29%

Relocation Administrator

28%

Q.11



Position with the Company

Department Head4%

Assistant to VP5%

VP5%

Director6%

Supervisor5% Manager

29%

Other27%


19%

Q.11

Assistant to VP1%

VP3%Supervisor

3%

Director7%

Manager23%

Other32%


31%


35%

Other28%

Manager17%

Supervisor5%

Director7%

VP5%

Assistant to VP3%






2000 Relocation Budget in Comparison to 1999

Decrease19%

Stay the Same41%

Increase40%

Q.12

Total




Decrease20%

Stay the Same58%

Increase22%

Decrease20%

Stay the Same38%

Increase42%

Decrease17%

Stay the Same24% Increase

59%



Trade Publications

No42%

Yes58%

Do you read trade publications?

36%

21% 21%17%

8% 5% 4%

2%

0%

20%

40%

60%

80%

100%

Trade Publications Respondents Read

Trade Publications with less than 2% Readership are not shown

Q.13a & Q.13b

4%

{



Trade PublicationsQ.13a & Q.13b


Total Less than

500 500-4999

5000 or more

(Base) (301) (105) (110) (86)

Regularly Read Trade Publications

Yes 58% 49% 57% 70%

No 42 51 43 30

(Base) (174) (51) (63) (60)

Trade Publications Read*

Mobility 36 8 40 55

HR Magazine 21 24 10 22

Human Resource Executive 17 31 5 18

HR News 5 6 3 5

Relocation Report 4 - 2 5

HR Focus 2 1 - 2

Human Resource Professional 2 2 1 2

Workforce 2 2 1 -

All Others*

None 8 6 11 1

* Multiple AnswersTrade Publications in Total with less than 2% Readership are not shown



Relocation-Related Association Membership

No74%

Yes26%


Q.14

No91%

Yes9%

No75%

Yes25%

No53%

Yes47%

Total




Transferee Profile

Age Range of Frequently Transferred Employees

Older than 45 Years

5%41 - 45 Years11%

36 - 40 Years39%

Less than 25 Years

6%

25 - 30 Years7%

31 - 35 Years32%

Q.15

Total

Average Age = 36 years


Transferee Profile

Age Range of Frequently Transferred EmployeesQ.15



Total Less than

500 500-4999

5000 or more

(Base) (218) (86) (77) (55)

Age Range of Most Frequently Transferred Employee

Less than 25 years 6% 7% 3% 7%

25 – 30 years 7 11 4 7

31 – 35 years 32 30 31 34

36 – 40 years 39 33 45 42

41 – 45 years 11 12 12 9

More than 45 years 5 7 5 -


Transferee Profile

How many employees did your company relocate in 2000?*Q.16


Total Less than

500 500-4999

5000 or more

(Base) (301) (105) (110) (86)

(Weighted Average) 145 15 126 331

* This data is in reference to domestic relocations occurring in 2000.


Transferee Profile

Percentage of Employees Transferred in 2000 who are Women

20% 17% 20%24%

0%

20%

40%

60%

80%

100%


Employees

500 - 4999Salaried

Employees

5000+Salaried

Employees

Q.17

Average


Transferee Profile

Percentage of Transfers Involving a Trailing Spouse in 2000

45%

12%

32%

10%

53%

14%

58%

14%

0%

20%

40%

60%

80%

100%


Employees

500 - 4999Salaried

Employees

5000+ SalariedEmployees

Wives

Husbands

Q.18/Q.19

Average


Decrease17%

Increase31%

Stay the Same52%

Decrease21%

Increase30%

Stay the Same49%

Transferee Profile

2001 Relocation Anticipation

Decrease23%

Increase23%

Stay the Same54%

Q.20


Total



Decrease30%

Increase9%

Stay the Same61%


29%

29%

44%

53%

85%

0% 20% 40% 60% 80% 100%

Other

Growth of InternationalCompetition

Growth of DomesticCompetition

Lack of Qualified PeopleLocally

Economic Conditions

Transferee Profile

External Factors

31% of Respondents (Base = 93) felt that external factors had an impact on the number of employee transfers in 2000

Q.21

Total


11%

18%

26%26%

31%36%

43%44%

49%52%

63%

72%

0% 20% 40% 60% 80% 100%

Other

Decreased Production

International Expansion

Closing of Facility

Budget Constraints

Acquisitions/Mergers

Expansion of Facility

Increased Production

Expansion into New Territories

Corporate Reorganization

Growth of Company

Promotions/Resignations

Transferee Profile

Internal Factors

54% of Respondents (Base = 149) felt that internal factors had an impact on the number of employee transfers in 2000

Q.22

Total


Transferee Profile

External Factors

Company Size (Salaried Employees) Total Less than

500 500-4999 5000 or more

(Base) (272) (94) (101) (77)

External Conditions External conditions had an impact on the number of employee relocations in 2000 34% 23% 38% 44%

External conditions did NOT have an impact on the number of employee relocations in 2000 66 77 62 56

(Base = External Conditions had an Impact) (88)~ (21)~ (35)~ (32)~

External Conditions that had an Impact

Economic Conditions 85% 86% 89% 81%

Lack of Qualified People 53 59 63 38

Growth of Domestic Competition 44 24 54 45

Growth of International Competition 29 24 34 27

Other 29 19 29 37

Q.21



Transferee Profile

Internal FactorsQ.22


Total

Less than 500

500-4999 5000 or more

(Base) (275) (97) (104) (74)

Internal Conditions

Internal conditions had an impact on the number of employee relocations in 2000

54% 49% 50% 66%

Internal conditions did NOT have an impact on the number of employee relocations in 2000

46 51 50 34

(Base) (149)~ (48)~ (52)~ (49)~

Internal Conditions that had an Impact*

Promotions/Resignations 72% 62% 67% 82%

Growth of Company 63 58 58 67

Corporate Reorganization 52 42 46 65

Expansion into New Territories 49 23 48 71

Expansion of Facility 44 33 46 45

Increased Production 43 40 42 43

Acquisitions/Mergers 36 23 35 47

Budget Constraints 31 25 25 41

Closing of Facility 26 17 25 33

International Expansion 26 17 25 33

Decreased Production 18 15 17 18

Other 11 12 11 10


~ indicates approximation

* multiple answers


Transferee Profile

Length of Transfer Offer

Up to 3 Weeks11%

Up to 2 Weeks37%

1 Week or Less24%

Up to 1 Month16%

Up to 2 Months

5%

Up to 3 Months

1%

More than 3 Months

6%

Q.22b

Total


Transferee Profile

Length of Transfer OfferQ.22b



Total

Less than 500

500-4999 5000 or more

(Base) (104) (40) (35) (29)

Length of Transfer Offer

1 week or less 24% 15% 26% 35% Up to 2 weeks 37 53 23 35

Up to 3 weeks 11 5 11 17

Up to 1 month 16 18 26 3

Up to 2 months 5 1 3 3

Up to 3 months 1 * - 3

More than 6 months 6 * 6 3

*indicates small sample size


Transferee Profile

Allowance of Hiring of Spouses of Employees

Not Permitted12%

Permitted88%

Q.23

Not Permitted25%

Permitted75%

Not Permitted12%

Permitted88%

Not Permitted10%

Permitted90%


500-4999 Salaried Employees


Total



Outsourcing of Services

Outsourced53%

Not Outsourced

47%90%

75%

60%

52%

0%

20%

40%

60%

80%

100%

Real Estate HouseholdGoods

Transportation

Counseling Other Services

Q.24, Q.25



Outsourcing of ServicesQ.24


Total Less than

500 500-4999 5000 or more

(Base) (301) (105) (110) (86)

Outsourcing of Services My firm outsources the administration of some/all relocation services

53% 32% 52% 77%

My firm does NOT outsource the administration of relocation services

47 68 48 23


Large companies are more likely to outsource some or all relocation services. Almost 3 in 4 (74%) large companies outsource while only 29% of small companies outsource relocation services.



Outsourcing of ServicesQ.25


Total

Less than 500

500-4999 5000 or more

(Base) (147) (30) (53) (64)

Services Outsourced

Real Estate 90% 77% 89% 94%

Household Goods Transportation 75 77 76 72

Counseling 60 53 53 64

Other 52 47 47 47




Internet Usage

Yes41%

No59%

55%

63%

77%

88%

0% 20% 40% 60% 80% 100%

Other

For matters unrelatedto relocation

To researchrelocation-related

matters

To communicate viae-mail with relocating

employees

Is the Internet Used for Relocation-Related Matters?

How is the Internet Used for Relocation-Related Matters?

Q.26a, Q.26b



Internet Usage


Q.26a, Q.26b


Total

Less than 500

500-4999 5000 or more

(Base) (301) (105) (110) (86)

Internet Usage

The Internet is used for relocation-related matters 41% 27% 39% 61% The Internet is NOT used for relocation-related matters 59 73 61 39

(Base) (118)~ (26)~ (41)~ (51)~

How the Internet is Used

To communicate via e-mail with relocating employees 88% 88% 88% 88%

To research relocation-related matters 77 85 78 73

For matters unrelated to relocation 63 63 65 61

Other 55 30 61 62

~indicates approximation



Number of Expense-Paid Relocation Trips

5%

27%

35%

5%2%

13%

13%

7%3%

5%9%

39%

18%

20%

0%

20%

40%

60%

80%

100%

Spouse Employee

Total

4.7 days1.6 tripsAverage Number of

Expense-Paid Trips/Days Allowed for House-Hunting

Trips Days

Don’t know

Varies

Three

Four or more

Two

One

None

Q.27, Q.28



Number of Expense-Paid Relocation Trips

Average By Company Size (Salaried Employees)

Q.27, Q.28


Total

Less than 500

500-4999 5000 or more

Average Number of House-Hunting Trips/Days Allowed for:

Spouse (Trips) 1.6 1.5 1.7 1.7

Employee (Days) 4.7 3.1 5.2 5.7


Relocation Costs

Reimbursement of Moving Expenses

No Reimbursement

3%

Lump Sum12%

Partial Reimbursement

8%

Full Reimbursement

32%

A Combination of Methods

45%

Q.29

Total


Relocation Costs



Q.29


Total Less than

500 500-4999 5000 or more

(Base) (285) (98) (105) (88)


A combination of methods of reimbursement 45% 43% 45% 48%

Full reimbursement 32 32 36 27

Partial reimbursement 12 11 10 6

Lump sum 8 8 8 18

No reimbursement 3 6 1 1


Relocation Costs

Moving Expenses the Company Covers

Total

9%

28%

36%

39%

42%

44%

45%

48%

49%

61%

66%

68%

71%

81%

0% 20% 40% 60% 80% 100%

Temporary Maid Service

To Move a Boat

Have Belongings Picked up from a Second Residence

Move Satellite TV Dishes

Move 2nd Automobile

Move Pets

Move Collections of Highly Valuable Objects

Storage

Move Unlimited Weight

Move Recreation and Lawn Equipment

Carry Items Down from the Attic

Move Exercise Equipment

Move an Automobile

Pack all Items

Q.30


Relocation Costs

Moving Expenses the Company Covers


Q.30


Total

Less than 500

500-4999 5000 or more

(Base) (301) (105) (110) (86)

Covered Moving Expenses To Pack all Items 81% 72% 81% 91%

To Move an Automobile 71 60 74 80 To Move Exercise Equipment 68 65 66 77 To Carry Items Down from the Attic 66 62 63 76 To Move Recreation and Lawn Equipment 61 63 53 69 Move Unlimited Weight 49 40 47 62 Storage 48 40 52 54 To Move Collections of Highly Valuable Objects 45 34 48 54 To Move Pets 44 46 42 43 To Move a Second Automobile 42 33 36 59 To Move Satellite TV Dishes 39 32 42 44 To have Belongings Picked up from a Second Residence 36 30 35 44 To Move a Boat 28 25 26 34 Temporary Maid Service 9 8 9 11


Relocation Costs

Moving Expenses

When a Transferee or New Hire will be Renting (not Buying) does your Company:

37%

38%

40%

53%

60%

64%

65%

72%

0% 20% 40% 60% 80% 100%

Reimburse Security Deposits

Reimburse Apartment Search Fees

Reimburse for Hook-Up Fees

Apply Temporary Living Allowanceto Rent

Offer to Move One or MoreAutomobiles

Reimburse for Lease Cancellation

Offer Storage

Offer Home-Finding Trips

Q.31

Total


Relocation Costs

Moving Expenses


When a Transferee or New Hire will be Renting (not Buying) does your Company:

Q.31


Total

Less than 500

500-4999 5000 or more

(Base) (301) (105) (110) (86)

Covered Moving Expenses when Renting

Offer Home-Finding Trips 72% 63% 78% 76% Offer Storage 65 54 72 71 Reimburse for Lease Cancellation 64 50 65 81 Offer to Move One or More Automobiles 60 58 56 65 Apply Temporary Living Allowance Toward Rent 53 58 52 47 Reimburse for Hook-Up Fees 40 42 39 40 Reimburse Apartment Search Fees 38 28 43 44 Reimburse Security Deposits 37 37 41 33


Relocation Services

Spouse/Partner Assistance

Does your Company Assist an Employee’s Spouse/Partner in Finding Employment in the New Location?

Don't Know9%

Yes34%

No57% How does your Company Assist an Employee’s Spouse/Partner

in Finding Employment in the New Location?

Pay Spouse's Full/Partial Salary Until

Hired7%

Find Employment Outside the Company

42%

Pay Job-Finder's Fee

35%

Find Employment

Within the Company

16%

An Average of 13% of Employees in 1999 used Spouse/Partner Employment Assistance

Q.32a, Q.32b, Q.32c


Relocation Services

Spouse/Partner Assistance


Q.32a, Q.32b, Q.32c


Total

Less than 500

500-4999 5000 or more

(Base) (301) (105) (110) (86)

Spouse/Partner Employment Assistance My company assists an employee’s spouse/partner in finding employment in the new location

34% 34% 28% 40%

My company does NOT assist an employee’s spouse/partner in finding employment in the new location

57 62 60 48

Don’t Know 9 4 12 12

(Base) (101) (36) (31) (34) Type of Spouse/Partner Employment Assistance

Find employment outside the company 43% 61% 32% 32% Pay job-finder’s fee 35 25 36 44 Find employment within the company 16 14 26 9 Pay spouse’s full or partial salary until hired 7 - 5 15

Average Percentage of Employees in 2000 who used Spousal/Partner Employment Assistance

8% 5% 6% 11%


Relocation Services

Elder Care

Does your Company Assist the Transferee for Elder Care?

Yes10%

No90%

What Assistance does your Company Provide to the Transferee for Elder Care?

68%

32%

16% 16%

5%

0%

20%

40%

60%

80%

100%

ProvideList of

NursingHomes

Move theElderlyRelative

that doesnot Livewith the

Transferee

MoveElderlyRelativewho willlive w/

ransferee

AllowTransfereeto use Pre-Tax Dollarsfor Outside

Care

Reimbursefor Outside

Care

Q.33a, Q.33b


Relocation Services

Elder Care


Q.33a, Q.33b


Total Less than

500 500-4999 5000 or more

(Base) (257) (90) (96) (71)

Elder Care Assistance My company provides assistance to the transferee for elder care

10% 6% 8% 17%

My company does NOT provide assistance to transferees for elder care

90% 94 92 83

(Base=Answered) (19)~ (4)~ (6)~ (9)~ Type of Elder Care Assistance *

Provide list of nursing homes 68% 75% 83% 56% Move elderly relative who does not live with the transferee 32 25 33 33 Move elderly relative who will live with transferee in new location 16 - - 33 Allow transferee to use pre-tax dollars for outside care 16 - 17 22 Reimburse for outside care 5 - 17 -

*multiple answers allowed


Frequently13% Seldom

44%

Never37%

Almost Always

6%

Relocation Services

Frequency of Relocation Affected by Spouse’s Employment

Frequently16% Seldom

50%

Never25%

Almost Always

9%

Q.34

Frequently16%

Seldom56%

Never17%

Almost Always

11%

Frequently21%

Seldom52%

Never17%

Almost Always

10%

Total





Relocation Services

Does Declining the Opportunity to Relocate Usually Hinder an Employee’s Career?

Yes22%

No78%

Q.35

TotalYes23%

No77%

Yes17%

No83%

Yes26%

No74%





Decrease from the

1999 Level12%

Remain About the

Same as the 1999 Level

78%

Increase from the

1999 Level10%

Relocation Services

Change from 1999 to 2000 in the Number of Employees Who Declined Relocation

Decrease from the

1999 Level12%

Remain About the


71%

Increase from the

1999 Level17%

Q.36

Total

Decrease from the

1999 Level8%

Remain About the


70%

Increase from the

1999 Level22%

Decrease from the 1999

Level18%

Remain About the


62%

Increase from the 1999

Level20%





Relocation Services

Relocation Declination in 2000

Did any Employees Decline the Opportunity to Relocate in 2000?

Yes50%

No50%

What Reasons did the Employees give for Declining Relocation?

21%

17%

45%

48%

48%

67%

73%

81%

0% 20% 40% 60% 80% 100%

Other

Could Hurt Career

Cost of Living

Housing/Mortgage Concerns

Spouse's Employment

No Desire to Move

Personal

Family Ties

Q.37a, Q.37b


Relocation Services

Employees Declined Relocation in 2000


Q.37a, Q.37b


Total Less than

500 500-4999 5000 or more

(Base) (195) (82) (69) (44)

Employee Declination Some employees declined the opportunity to relocate

50% 37% 55% 66%

No employees declined the opportunity to relocate 50 63 45 34

(Base) (97)~ (30)~ (38)~ (29)~

Reasons for Declining Relocation Family Ties 81% 83% 68% 69% Personal 73 67 63 66 No Desire to Move 67 80 55 38 Spouse’s Employment 48 47 50 48 Housing/Mortgage Concerns 48 37 42 45 Cost of Living 45 13 42 55 Could Hurt Career 17 20 16 7 Other 21 23 18 7


Relocation Services

Average Number of Carriers your Company has Contractual Agreements with for Transportation of Household Goods

Q.38

2.63

1.04

2.84

4.00


Employees

500 - 4999Salaried

Employees

5000+Salaried

Employees


Transportation

Are there Preferred Contract Carriers

Yes62%

No38%

Q.39

Yes63%

No37%

Yes63%

No37%

Yes61%

No39%

Total





Transportation

Contract Carriers

Did your Company Outsource any Services to a Relocation Service or a Brokerage Firm in 2000?

Yes38%

No62%

34%

56%

58%

58%

58%

59%

65%

69%

78%

90%

0% 20% 40% 60% 80% 100%

Supplementary Services

Arrangement of Family's Transportation & Accommodations

Monitoring of Shipment

Assistance with Employee Claims Preparation/Submission

Audit/Payment of Invoice

Counseling about Company Policy

Orientation Tours in the New Location

Counseling about the Planning/Details of Moving

Contract of Household Goods Moving Company

Real Estate Sale/Purchase

Which Services did it Provide?

Q.40a, Q.40b


Transportation

Contract Carriers


Q.40a, Q.40b


Total

Less than 500

500-4999 5000 or more

(Base) (301) (105) (110) (86)

Outsource in 2000 My company outsourced some/all services to a relocation service/brokerage firm in 2000

38% 18% 41% 57%

My company did NOT outsource some/all services to a relocation service/brokerage firm in 2000

62 82 59 43

(Base) (113)* (19) (45) (49) Services the Firm Provided

Real Estate Sale/Purchase 90% 74% 89% 98% Contract of Household Goods Moving Company 78 95 71 78 Counseling about the Planning/Details of Moving 69 58 71 71 Orientation Tours in New Location 65 53 64 69 Counseling about Company Policy 59 68 51 63 Audit/Payment of Invoice 58 74 49 59 Assistance with Employee Claims Preparation/Submission 58 74 48 59 Monitoring of Shipment 58 74 51 59 Arrangement of Family’s Transportation/Accommodations 56 63 56 53 Supplementary Services 34 37 29 37

* Multiple answers allowed


Transportation

Important Attributes when Selecting a Contract Carrier

53%

68%

75%

75%

95%

0% 20% 40% 60% 80% 100%

Local Agents

Claims Processing

Reputation

Price

Service

Total

Top 3-Box

Q.41a


Transportation

Important Attributes when Selecting a Contract Carriers


Top 3-Box


Total

Less than 500

500-4999 5000 or more

(Base) (253)~ (83)~ (93)~ (77)~

Important Attributes when Selecting a Carrier (Top 3-Box) Service

95% 92% 96% 97%

Price 75 77 77 71 Reputation 75 74 74 75

Claims Processing 68 56 71 77 Local Agents 53 43 55 61


Q.41a


Transportation

Important Attributes when Evaluating a Carrier

54%

71%

73%

80%

84%

96%

0% 20% 40% 60% 80% 100%

Extra Services

Claims Processing

Employee Feedback

Price

On-Time Delivery

Service

Total

Top 3-Box

Q.41b


Transportation

Important Attributes when Evaluating a Carrier


Q.41b


Total

Less than 500

500-4999 5000 or more

(Base) (251)~ (82)~ (92)~ (77)~

Important Attributes when Evaluating a Carrier (Top 3-Box) Service

96% 92% 98% 97%

On-Time Delivery 83 80 91 84

Price 80 78 86 76

Employee Feedback 73 69 74 86

Claims Processing 71 67 73 73 Extra Services 54 51 63 48


Top 3-Box


Transportation

Importance of Certain Aspects of a Move from Employees’ Perspective

60%

68%

70%

78%

82%

0% 20% 40% 60% 80% 100%

Destination Agent

Driver

Origin Agent

Packer

Claims Processing

Q.42

Total

Top 3-Box


Transportation

Importance of Certain Aspects of a Move


Top 3-Box

Q.42


Total

Less than 500

500-4999 5000 or more

(Base) (236)~ (74)~ (84)~ (78)~

Important Aspects of a Move (Top 3-Box)

Claims Processing 82% 76% 82% 88%

Packer 78 73 84 77

Origin Agent 70 58 76 75

Driver 68 53 74 75

Destination Agent 60 55 68 61



Transportation

Contract Carriers

18% 15%12%

0%

20%

40%

60%

80%

100%

Electronic Transfer of Funds toyour Carrier

On-Line Registration Accesswith your Carrier

On-Line Access with yourCarrier for Shipment

Records/History

Which of the Following Does Your Company Use?

Q.43


Geography

Relocation Destinations

85%

17%13%

0%

20%

40%

60%

80%

100%

United States Canada Mexico

Where did your Company Relocate Employees to in 2000?

Q.44


Geography

Cross-Border Carrier Selection

How Important are the Following Attributes when Choosing a Cross-Border Carrier?

67%

73%

77%

80%

96%

0% 20% 40% 60% 80% 100%

Third Party

Reputation

Price

Scheduling

Service

Top 3-Box

Q.45


Geography

International Employee Relocations

Average

Q.46

70.9

4.4

72.4

161.5

-10

10

30

50

70

90

110

130

150

170

Total Less than500 SalariedEmployees

500 - 4999Salaried

Employees

5000+Salaried

Employees

How many international employee relocations, excluding Canada and Mexico, was your company responsible for in 2000?


International

Relative Index of International Employee Relocations

Average Number of International Employee Relocations in 2000: 93.1

Q.47

55

37

8

U.S. to a ForeignCountry

Foreign Country tothe U.S.

Foreign Country toa Foreign Country

Approximately what percentage of your international relocations were from __________?


International


Which of the following Services do you Offer to your Employees for International

Relocations?

18%

31%

51%

54%

67%

71%

77%

80%

0% 20% 40% 60% 80% 100%

Other

More Leniency on who Insurance Covers

Extended Per Diem Charges for Hotel

Allowances for Children to Attend CertainSchools

Increased Allowances for Permanent Storage

Additional Leave Time

Additional Tax Considerations

Additional Leave Time that Includes Traveland at Least one Visit back to the U.S./Canada

Q.48


Frequently6%

Seldom15%

Never67%

Always12%

International


Does your Company use Electronic Data Interchange (EDI) Interface Capabilities on International Shipments?

Q.49


International


How does your Company Assist an Internationally Relocated Employee’s Spouse/Partner in Finding Employment in the New Location?

Find Employment

Within the Company

4%

Pay Job-Finder's Fee

4%

No Assistance73%

Find Employment Outside the Company

15%

Pay Spouse's Full/Partial Salary until

Hired4%

An Average of 46% of Internationally Relocated

Employees in 2000 Used the Company’s Spousal/Partner

Employment Assistance

Q.50


International

International Transferees who Used Spousal/Partner Employment Assistance

Average

Q.51

46%

23%

43% 55%

0%

20%

40%

60%

80%

100%


Employees

500 - 4999Salaried

Employees

5000+Salaried

Employees


Yes29%

No71%

International


In 2000, were any International Relocations Declined or Failures?

30%

10%

10%

50%

0% 20% 40% 60% 80% 100%

Other

Lack of spousal/partnerassistance

Lack of adaptability by thespouse/partner

Lack of adaptability by theemployee

The Reasons Cited for International Relocation Failures or Declinations were…

(Base = 10 )

Q.52a, Q.53b

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