Worldwide ERC® Publications, Resources, and Forms
The following is a list of publications, resources, and forms offered by Worldwide ERC® to help you learn about relocation and see what companies offer transferring employees.
To order:
Worldwide ERC® Membership Publications
Worldwide ERC® Express
GLOBILITY®
Worldwide ERC® Directory
Worldwide ERC® Roster of Members and Resource Guide
MOBILITY
Broker’s Market Analysis and Strategy Report Manual
Worldwide ERC® Research Publications
2008 Worldwide ERC® Family Issues Survey
The “Process Flow for Procuring & Maintaining Mobility Services” Report
2006 Global Survey of Short-term International Assignment Policies
Expatriate Family Assistance for Mainland China
Relocation Assistance: Transferred Employees
Fee Splitting, Rebates and Other Incentives: Laws and Regulations in the United States and Its Territories
Intra-European Assignment Survey
Trends Survey on Expatriate Activity in Mainland China
2003 Global Survey of Expatriate Housing Policies
Guide for Managing the Mobile Workforce
2007 New Hire Survey
Homesale Program Terminology Report
2000 International Survey
2005 Profile of Referral and Relocation Activity
Worldwide ERC® Guides for Completing Forms
Worldwide ERC® Relocation Property Assessment Guide
Broker’s Market Analysis and Strategy Report Manual
The Relocation Appraisal Guide
A Guide to the Bid Process for Homesale Assistance
Worldwide ERC® Training Packages
New Professionals Resource Package
Fundamentals of U.S. Domestic Relocation
Worldwide ERC®'s Online Relocation Appraisal Training Program
Worldwide ERC® Learning Zone Webinars
Worldwide ERC® Forms
Worldwide ERC® Relocation Property Assessment
2003 Worldwide ERC® Summary Appraisal Report
Homeowner Disclosure Statement
Worldwide ERC® Broker’s Market Analysis and Strategy Report
Worldwide ERC® Licensed Software Vendors
Worldwide ERC® Membership Publications
Worldwide ERC® Express
Worldwide ERC® Express, is designed specifically to meet your needs. By targeting monthly issues to our core membership groups, we are able to bring you research facts, interesting MOBILITY articles, and information about the Worldwide ERC® products and services that are most relevant to you.
Click to see the version of Express that’s of most interest to you. (Or read all four!)
GLOBILITY®
Is global news more what you are looking for? If so, subscribe to GLOBILITY® today! This dynamic publication is e-mailed to your inbox twice monthly for ease and convenience. Both members and non-members have access to GLOBILITY®, all you need to do is subscribe. Click here to read the current issue or view archived issues of GLOBILITY®, and stay informed about what's going on in our industry!
Worldwide ERC® Directory
Primary relocation industry reference to identify companies and individuals that provide real estate appraising and real estate brokerage services for transferring employees and corporations. Includes more than 45,000 listings that are conveniently grouped by cities served for quick and easy access. All Human Resources/Relocation managers need this Directory in their repertoire of relocation tools.
Format: Paper, 1148 pages
Publication Date: 2008
Price: $35.00
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Worldwide ERC® Roster of Members and Resource Guide
(Available to members only. )
Lists all corporate member companies and their individual member representatives and notes annual transfer volume and type of homesale assistance. The Roster also lists third party home purchase firms, domestic and international relocation service providers and includes information on Worldwide ERC®’s services, meetings, committees, Board of Directors and staff.
Format: Paper, 392 pages
Publication Date: 2008
Price: Members only - $250.
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MOBILITY
(Distributed to all Worldwide ERC® members. )
Worldwide ERC®'s monthly magazine, examines industry issues and communicates association information to Worldwide ERC® members.
Advertising accepted.
Format: Magazine
Publication Date: Monthly
Price: $48.00/year
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Looking for a back issue or want to purchase extra copies of a current issue? E-mail onlinetransactions@worldwideerc.org with the issue date and quantity for full details.
Broker's Market Analysis and Strategy Report Manual
This publication provides in-depth, line-by-line instructions on completing each item in Worldwide ERC®’s Broker’s Market Analysis and Strategy Report. It also includes samples of completed BMA forms, and "consistency checklists."
Format: Paper, 62 pages
Publication Date: 1996
Price: $50/Worldwide ERC® members; $125/nonmembers
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Worldwide ERC® Research Publications
The “Process Flow for Procuring & Maintaining Mobility Services” Report
Intended for mobility and procurement professionals responsible for purchasing mobility services, this new step-by-step guide navigates users through the RFP process and addresses:
- development and launch of the RFP,
- service provider evaluation and selection,
- contract development and award,
- transition and implementation, and
- contract management.
The report also contains information on key performance indicators (KPI) commonly used in mobility services contracts, a discussion on the concept of total spend, policy and performance variables that impact total spend, and a glossary of terms.
Format: Online and in Print
Publication Date: 2006
Price: $95/Worldwide ERC® members; $195/non-members
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2006 Global Survey of Short-term International Assignment Policies
Worldwide ERC®, ORC Worldwide and TheMIGroup partnered on this comprehensive research on
global short-term assignments. The report covers remuneration, Per Diem, allowances, housing and transportation, commuter assignments and more.
Format: Hard, 34 pages or Online
Publication Date: 2006
Price:$300
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Expatriate Family Assistance for Mainland China
Comprehensive research report on expatriate family assistance for Mainland China. Worldwide ERC® and the Hong Kong Institute of Human Resource Management partnered on this joint research study which examines challenges facing expatriate families, cross-cultural and language training, spouse assistance, education assistance for dependent children, destination services, Home leave, R&R and more.
Format: Hard, 58 pages or Online
Publication Date: 2006
Price: $75.00/Worldwide ERC® members; $150.00/non-members
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Relocation Assistance: Transferred Employees
Comprehensive research report on corporate relocation assistance programs for current employees transferred domestically within the U.S. Updated study provides benchmarking data on current practices and programs and reveals trends in tiered policies, cost-of-living assistance, loss-on-sale assistance, household goods shipping, home-marketing assistance, temporary living, and much more.
Format:
Hard, 56 pages or Online
Publication Date: 2005
Price: $95.00/Worldwide ERC® members; $250.00/non-members
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Fee Splitting, Rebates and Other Incentives: Laws and Regulations in the United States and Its Territories
Worldwide ERC® and the Association of Real Estate License Law Officials (ARELLO) have partnered to provide a valuable resource guide to assist in identifying states that permit consumer incentive programs in a real estate transaction.
Publication Date: 2005
Price: $695/non-Coalition contributors; $395/Coalition contributors over $500 per year; FREE/Coalition Platinum-level contributors ($10,000 and above)
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Intra-European Assignment Survey
With the formation of the European Union and expansion of business across European borders, companies, now more than ever before, are looking to benchmark their international assignment policies for intra-European moves. This new study, a joint effort by Worldwide ERC® and Weichert Relocation Resources Inc. (WRRI), examines key components of expatriate assignment policies for intra-European moves as well as the challenges HR professionals face in implementing these policies. Policy components examined include housing, destination services, temporary living, tax assistance, household goods shipping, spouse assistance, leave, allowances, security and more.
Format: Online only
Publication Date: 2005
Price: $95.00/Worldwide ERC® members; $250.00/non-members
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Trends Survey on Expatriate Activity in Mainland China
International business expansion into mainland China has increased markedly over the last several years. Worldwide ERC® and the Hong Kong Institute of Human Resource Management (HKIHRM) joined forces to conduct this study on global mobility practices in mainland China . This study examines the geographic trends of employee mobility into mainland China along with assignee demographics, mobility policy practices, reasons for assignments, and measurement of assignment success, as well as outsourcing, remuneration, payroll, and assignment contract practices.
Format: Hard Copy, 26 pages or Online
Publication Date: 2005
Price: $75.00/Worldwide ERC® members; $150.00/non-members
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2008 Worldwide ERC® Family Issues Survey
The Worldwide ERC® 2008 Family Issues Survey provides comprehensive information on relocation assistance offered to transferees and their families transferred within the United States. The report includes data provided by corporate mobility professionals on key policy issues specific to the relocating family. Policy components covered encompasses assistance for spouse/partner employment, elder care, child care, and school finding. This study also examines assistance provide for families in commuter marriage situations.
Format: Hardcopy or Online
Publication Date: 2008
Price: $95.00/Worldwide ERC® members; $250.00/non-members
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Global Survey of Expatriate Housing Policies
With expatriate housing policies representing a sizable portion of total expatriate assignment costs, the significant response by 557 multinational organizations worldwide is not surprising. Reflecting expatriate housing practices for nearly 84,000 employees, this survey is the first shared project by global workforce mobility leaders ORC, Worldwide ERC®, and TheMIGroup and examines expatriate housing challenges including: controlling housing costs at the assignment location, expatriate contribution to assignment housing costs, retaining residences in the home country, and managing the costs of shipping and storing expatriates' household goods.
Format: Hard, 48 pages or Online
Publication Date: 2003
Price: $150.00/Worldwide ERC® members; $300.00/non-members
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Guide for Managing the Mobile Workforce
Your library needs the definitive guide to the relocation process! Written by industry experts, this book offers a solid overview of the employee transfer process and policy administration that educates the newcomer to relocation and serves as a resource to experienced practitioners. Loaded with information based on years of practical, hands-on application and infused with strategies that are both current and relevant, the guide focuses on key areas that include real estate assistance, family assistance, household goods moving services, cost-of-living considerations, international assignments, tax issues, group move situations, and a range of additional issues.
Format: Hard, 216 pages; supplemental binder, 101 pages
Publication Date: 2003
Price: $50.00/Worldwide ERC® members; $125.00/non-members
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2007 New Hire Survey
As labor markets get increasingly competitive – employers are going to need to create more attractive policies to be able to relocate new hires. Worldwide ERC®’s 2007 New Hire Survey reflects how companies are dealing with competitive labor markets by fine-tuning their policies for relocating new hires within various levels. Topics covered include: Policy tiers, lump sum reimbursements, payback agreements, advance payments and recruiting issues
Format: Paper and online
Publication Date: 2007
Price: $95.00/Worldwide ERC® members; $250.00/nonmembers
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Homesale Program Terminology Report
Comprehensive guide developed by Worldwide ERC®’s Task Force on Homesale Program Terminology, which provides standardized definitions for terminology used in homesale programs. Also contains a report form to capture the costs of such programs.
Format: Paper and online
Publication Date: 2008
Price: $95.00/Worldwide ERC® members; $150.00/non-members
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2000 International Survey
This in-depth survey covers international assignment assistance for U.S. expatriates and transfer activity data for organizations' entire expatriate populations. Topics covered include program types, policy information concerning assignee selection and assessment, cross-cultural and language training, assistance for working spouses/partners, destination services, home-country mentoring programs, career planning, and repatriation assistance.
Format: Paper, 29 pages or online
Publication Date: 2000
Price: $95.00/Worldwide ERC® members; $250.00/nonmembers
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2005 Profile of Referral and Relocation Activity
Worldwide ERC® and the National Association of REALTORS® have teamed up to present a new survey on referral and relocation activity. This cooperative effort provides valuable benchmarking information on different types of real estate referral fee programs, including affinity, corporate relocation and Internet lead generation. Brokerages were surveyed to create an independent evaluation of referral and relocation activity, including participation in referral programs, source of clients and benefits of programs to firms.
Format: Hard Copy, 32 pages
Publication Date: 2005
Price: $50.00/Worldwide ERC® members; $125.00/non-members
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Worldwide ERC® Guides for Completing Forms
Broker’s Market Analysis and Strategy Report Manual
This publication provides in-depth, line-by-line instructions on completing each
item in Worldwide ERC®’s Broker’s Market Analysis and Strategy Report. It also includes
samples of completed BMA forms and “consistency checklists."
Price: $50.00/Worldwide ERC® members; $125.00/non-members
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The Relocation Appraisal Guide
This newly revised guide explains the major concepts of relocation appraising and provides detailed step-by-step instructions for completing the industry-accepted Worldwide ERC® Summary Appraisal Report. The Guide discusses the development of the Worldwide ERC® appraisal, and provides guidelines and procedures for the appraisal process. The Relocation Appraisal Guide is the industry resource for relocation appraisal information.
Format: Paper, 144 pages
Publication Date: 2001
Price: $50.00/Worldwide ERC® members; $125.00/non-members
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A Guide to the Bid Process for Homesale Assistance
Learn about the bid process for evaluating and subsequently contracting homesale assistance services. It is intended to educate and provide the primary decision-making tools that will enable relocation professionals to make informed choices among home purchase companies in order to best fulfill the needs of the corporation and employee.
Format: Paper, 49 pages
Publication Date: 1994
Price: $50.00/Worldwide ERC® members; $125.00/nonmembers
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Worldwide ERC®’s Relocation Property Assessment Guide
Provides step-by-step instructions on how to complete Worldwide ERC®’s Relocation Property Assessment. Available in an online, downloadable PDF format.
Format: Online, 30 pages
Publication Date: 2008
Price: $50.00/Worldwide ERC® members; $75.00/non-members
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Worldwide ERC® Training Packages
New Professionals Resource Package
Attention all New Professionals (individuals who have been in the industry five years or less)! We have gathered a recommended selection of Worldwide ERC® publications and research to familiarize you with our industry. This resource package is a sampling of some of the most important Worldwide ERC® publications.
This package includes:
Guide for Managing the Mobile Workforce
Broker’s Market Analysis and Strategy Manual
The Relocation Appraisal Guide
Relocation Assistance: Transferred Employees
Fundamentals of U.S. Domestic Relocation
Homesale Program Terminology Report
Coalition Corner Training Modules CD
The non-member package includes a PERC™ membership.
Any New Professional should take advantage of this offer to obtain valuable information at a discounted price. This package is valued at $380 for PERC™ members and $985 for non-members, but through this special offer you will receive the discounted price below.
Format: CD and Paper
Price: $300/Worldwide ERC® members; $435/nonmembers
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Fundamentals of Domestic Relocation
Learn to be the best - while you’re on the go! This program offers one-stop training for the novice, as well as relocation specialists, who need a 360° view of all facets of the employee transfer process. If you’d like to become part of today’s community of top-notch relocation practitioners, there’s no better place to start than with this course!
Industry leaders teach you trends and successful strategies for 6 critical segments of the relocation industry including corporate relocation policies, the operations of relocation management companies, the appraisal process, real estate issues, international assignments, as well as current trends.
A follow-along workbook is included with your purchase.
** To maximize your learning experience, also order the "Guide to Managing a Mobile Workforce."
Format: 3 audio CDs and a CD-ROM data disk containing the student workbook and Power Point slides from the presentation.
Publication Date: May 2003
Price: $125.00/Worldwide ERC® members; $125.00/non-members
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Worldwide ERC® Learning Zone Webinars
If you’re too busy to travel to a meeting, but you need the information that comes from open discussion about trends with industry leaders and your colleagues, the Learning Zone™ is for you! The Learning Zone™ is the newest Worldwide ERC® knowledge development program, featuring experts and information that keep professionals informed of the latest trends and issues in the global workforce mobility industry.
Format: Webex video file
Publication Date: various
Price: $125.00/members; $225.00/non-members
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Worldwide ERC® Forms
Worldwide ERC®’s Relocation Property Assessment
(You will need Adobe Acrobat to download.)
View Sample!
2003 Worldwide ERC® Summary Appraisal Report
(You will need Adobe Acrobat to download.)
View Sample!
Worldwide ERC®’s Summary Appraisal Report is available through a number of Worldwide ERC® Licensed Software Vendors. The Summary Appraisal Report is NOT available through Blakewood Business Forms or Worldwide ERC®.
Homeowner Disclosure Statement
(You will need Adobe Acrobat to download.)
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Worldwide ERC® Broker's Market Analysis and Strategy Report
(You will need Adobe Acrobat to download.)
View Sample!
Worldwide ERC®'s Broker's Market Analysis and Strategy Report is available through Blakewood Business Forms. Contact Blakewood at +1 800 443 1004 to place your order. These forms are NOT available through Worldwide ERC®.
$40.00/per 100 (100-400 copies)
$35.00/per 100 (500-900 copies)
$30.00/per 100 (1000 or more)
Looking for an easy, low-cost way to complete Worldwide ERC®'s Broker Market Analysis Report electronically? Subscribe to Worldwide ERC®’s Forms Portal, a web-accessible version of the form that uses Adobe PDF technology. A one-year company license for the Forms Portal is only $250. For more information and to register, visit the Forms Portal. |
View Sample!
Worldwide ERC®'s Relocation Home Inspection Report is available through Blakewood Business Forms. Contact Blakewood at +1 800 443 1004 to place your order. These forms are NOT available through Worldwide ERC®.
$21.00 (25 copies)
$40.00 (50 copies)
$65.00/per 100 (100 or more)
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