i yo moe - irp-pri...brookfield global relocation services (brookfield) is a division of brookfield...

It’s Your Move

it’s Your move

Provision

The information contained herein is provided to assist transferred/released CF members, RCMP members

and Public Service employees. The information in this manual is based on reliable sources however

Brookfield Global Relocation Services assumes no liability for errors and/or omissions.

Brookfield GRS provides relocation advice and services. Brookfield GRS employees are not financial tax,

accounting or legal advisors. Brookfield GRS requests that transferees seek the independent advice of

professional advisors with respect to these issues.

It is your responsibility to confirm your benefits/entitlements under the Integrated Relocation Program. In

the event of conflicting or contradictory information, in all cases, the IRP policy document shall take

precedence.

LegaL DiscLaimer

Information provided in this publication is intended to provide general information. The user accepts full

responsibility for the use of any information provided in this manual.

The information is believed to be accurate, complete and current when written however Brookfield Global

Relocation Services cannot guarantee that it will remain accurate or complete or that it will remain current.

The information in this publication does not constitute accounting, consulting, investment, legal, tax

or any other type of professional advice, and should be used only in conjunction with the services of a

Brookfield Global Relocation Services advisor and any other appropriate professional advisors who have

full knowledge of the user’s situation.

Certain links referred to in this manual are maintained by third parties over which Brookfield Global

Relocation Services has no control. Brookfield Global Relocation Services makes no assurances as to the

accuracy or any other aspect of the information provided or indicated on such Websites.

Brookfield Global Relocation Services is not responsible for direct, indirect, special or consequential

damages, regardless of the cause, arising from the use of the information contained in this manual. The

information contained in this manual may not be used or copied for commercial use. Personal and non-

commercial use of the information contained in this document is accepted.

1 Third Party Service Providers

Third Party Service

ProvidersChooSing a ServiCe Provider

During your relocation, you may need the services of an appraiser,

home inspector, lawyer, notary, real estate agent or rental search

assistant. Each of these professionals is a Service Provider

(TPSP), and must be at arms length from the M/E in order for the

services provided to be eligible for reimbursement.

Each service provider has a maximum reimbursable rate. It is

important to familiarize yourself with these rates to ensure that you

do not incur unnecessary costs in out-of-pocket expenses. Any

expense in excess of the maximum reimbursable rate is the

responsibility of the M/E.

While you can choose any service provider you wish, Brookfield

GRS keeps a TPSP Directory of service providers who have

agreed to charge fees at or below the maximum reimbursable rate.

Each of these service providers has signed an agreement with

Brookfield GRS complying with the fee schedules and service

delivery standards. You will find copies of each of the agreements

in this chapter. Service providers chosen from the TPSP Directory

will be reimbursed directly by Brookfield GRS. Any service

provider who is not a member of the Brookfield GRS TPSP Directory must be paid by the M/E and then reimbursed

(up to the maximum reimbursable rate) through an expense claim.

The M/E must attest to the services provided by signing the Certification of Services Received form, even if the

service provider is not a member of the TPSP directory. The Certification of Services received must be

submitted to the team in order for the service provider to be paid. if you did not choose a service provider

from the TPSP directory, submit your Certification of Services received with your receipts for the Service

Provider on your expense claim.

Should you pick a service provider that is not yet on our TPSP Directory that wishes to join, he or she may register

online at http://www.irp-pri.com/, click on Suppliers or follow the directions in the agreement included in this

chapter. Joining is free of charge, and Brookfield GRS does not collect any referral fees. Please note that

registration is done by individual service provider, not company, and as such, each individual employee of a

company must register to become a member.

The TPSP Directory is available on our secure website and is searchable by province and community.


TPSP direCTorY SuPPlier agreeMenTS

To become a member of the TPSP Directory, a supplier must adhere to the appropriate Brookfield GRS Supplier

Agreement. As an M/E, it is important to review these documents, as each M/E that uses a supplier from the

TPSP Directory will have to sign the Certification of Services Received attesting that the supplier has adhered to

the agreement. The Certification of Services Received form is located at the end of this chapter.

There are five different supplier agreements: Appraiser, Home Inspector, Lawyer/Notary, Realtor and Rental Search

Assistant. Each Supplier Agreement is divided in to four sections: Section A: General Information and Invoicing

Requirements, Section B: Supplier Agreement (Terms and Conditions), Section C: Fee Schedules and Section D:

Performance Management.

Section A includes information on participating in the IRP and invoicing. All suppliers who join the TPSP Directory

will be paid directly by Brookfield GRS.

Section B covers terms and conditions for membership in the TPSP Directory, including Service-Level Standards

and services required.

Section C details the maximum reimbursable fee schedule by province.

Section D specifies performance management processes, should an issue arise, as well as methods for removing

an individual from the Supplier Directory.

aPPraiSerS

SuPPlier agreeMenT Pre-aMble

For the Federal Government’s Integrated Relocation Program (IRP)

Administered by Brookfield Global Relocation Services (Brookfield)

Government Services Division

Effective date, December 1st, 2009 to November 30, 2012

SeCTion a: general inforMaTion and

invoiCing requireMenTS

about brookfield global relocation Services

Brookfield Global Relocation Services (BROOKFIELD) is a division

of Brookfield Residential Property Services Ltd. We have been

working with Canadian companies and their transferring members/employees (M/E) since 1964. Brookfield is

Canada's largest full-service relocation company and provides relocation consulting services to the Government

of Canada under the Integrated Relocation Program (IRP), moving tens of thousands of women, men and their

families, each year.

it’s Your Move

3

about the integrated relocation Program

Each year the Public Service, the Canadian Forces and the Royal Canadian Mounted Police relocate

approximately 18,700 employees, members/employees (M/E) and their families. The purpose of the IRP is to

reduce relocation costs while reducing the stress of moving for M/E and their families. Under the IRP, Brookfield

provides consultation and information services to help M/E make informed decisions regarding their transfer

particularly in selling a house or terminating a lease and in buying or leasing a property in their new location.

Brookfield has on-site staff at 28 Canadian Forces Bases as well as in some major centers in Canada.

As part of the Program, Brookfield has developed a Third Party Service Provider (TPSP) directory. One of the

fundamental principles of the IRP is the open participation policy. This means that any and all suppliers are free

to register and participate in the IRP as long as they accept the terms and conditions of the Agreement and abide

by the fee schedule and agreed upon level of service. Brookfield does not recommend suppliers. The M/E chooses

a Supplier or Suppliers in their area and either contacts them directly or instructs Brookfield GRS to make the

contact on their behalf.

Once their relocation is over and their move completed, M/E are asked to complete a satisfaction survey providing

an evaluation on the service provided by their participating TPSP.

how to Participate

There is no charge to be listed in the TPSP Directory and to participate in the IRP. Brookfield will not ask for or

accept any referral fee from any Supplier.

Suppliers who have completed the on-line Commitment process will be included in the TPSP Directory. Your

acknowledgement of the conditions for participation as part of the on-line process confirms the following:

• I certify that you meet the conditions for participation in the IRP, which are listed on the Agreement (Sec.

B-Terms and Conditions).

• I commit to meeting the service-level standards on the Agreement (Sec. B-Terms and Conditions - Service

Level Standards).

• I agree to use Brookfield administrative procedures for reporting and invoicing as per the Agreement (Sec.

B-Terms and Conditions - Service Level Standards).

• I commit to the established fee schedule and I will not exceed said fee for services as describe in this

Agreement (Sec. C-Fee Schedule).

• I agree to Brookfield performance management escalation process (Sec. D-Performance Management).

• I understand that if you provide services to M/E that are not described under the Agreement for the IRP,

you will invoice the M/E directly for these services.

• I understand and accept that Brookfield has the authority to remove my registration from the TPSP

Directory if I fail to honour this Agreement in any way.

how to get Started

You may register on line www.irp-pri.com select “Suppliers” then “Supplier login”. This is a secure, password-

protected site that offers you a convenient and easy way for you to register and maintain your company information

and profile up to date at all times.


Feel free to contact the Supplier Coordination Centre should you require assistance at:

Supplier Coordination Centre

BROOKFIELD


Integrated Relocation Program

Tel: (613) 236-1716 ext. 234 or 222

E-mail: [email protected]

how to get Selected

While being listed in the TPSP directory provides you with an opportunity to participate in the IRP, it does not

guarantee that M/E will request your services during their relocation.

In almost all cases, the M/E selects a Supplier and contacts them directly. Like other Canadians, M/E select

Suppliers in various ways; based on their own experience with individuals and with companies, on

recommendations from friends, colleagues and neighbours or on advertisement by Suppliers.

What happens next

When you receive a call for service under the IRP, you must confirm the following:

• That you have an arm’s-length relationship with that M/E and his family.

• That you are available to meet their needs and timelines (If not, you must advise the M/E (and Brookfield)

who will select another TPSP).

• That the property is located in an area entered under your profile for which you have agreed to the set fee

as established in Section C: fee schedule

If you are available to provide the services, you then proceed in accordance with the service standards identified

on the Agreement.

how to get Paid

Unless you have received prior authorization from Brookfield, you must submit your online invoice via the Supplier

Secure Website -Supplier Invoice along with a copy of the Brookfield Certification of Service Received letter.

Brookfield will allow suppliers who do not have Internet service to send invoices by regular mail, fax or email to:

BROOKFIELD

Administrative Support Centre

4 - 201 Brownlow Avenue, Dartmouth, Nova Scotia, B3B 1W2

Fax: (902) 481-3430, Email address: [email protected]

Should you choose to provide banking information as part of the on line registration process we will arrange for

payment via electronic funds transfer (EFT), typically within two (2) business days of invoice review, receiving

Brookfield Certification letter and confirmation that the report was sent to the M/E. If you prefer receiving a payment

via cheque, in the majority of cases, you will receive payment within seven to ten business days of above

statement.

We look forward to a mutually beneficial relationship with you in providing the highest level of service to our M/E

and their families. We encourage all participating TPSP to visit your website periodically to check for updated

Program information at www.irp-pri.com , select “Suppliers” then “Supplier login”

it’s Your Move

5

SeCTion b: aPPraiSer SuPPlier agreeMenT

(TerMS and CondiTionS)

Conditions for Participation in the Program - appraiser

I certify and agree that:

1. I am professionally accredited, and have the designation AACI, or CRA from the Appraisal Institute of

Canada, or EA from “L’Ordre des évaluateurs agréés du Québec” or DAR from the Canadian National

Association of Real Estate Appraisers, or MVA from the Canadian Real Estate Association (Only TPSP with

the above accreditation can be part of Brookfield TPSP directory).

2. I do not have any interest in obtaining a listing to sell the subject property (for Realtor® MVA)

3. I will work and report my result directly to both Brookfield and the M/E. I will not accept any mandate from

the M/E’s Realtor® and will not provide appraisal information to the Realtor®.

4. I will not undertake work for any M/E unless I have an arm’s-length relationship with that M/E and his/her

family.

5. I have provided complete and accurate information on my personal and/or company Profile during my

registration to the Brookfield TPSP directory and I am responsible to maintain and modify any information

should there be any changes in my status.

6. I agree to comply with the Personal Information Protection and Electronic Documents Act (PIPEDA) as

follows:

I acknowledge that I am obliged to comply with the Personal Information Protection and Electronic Documents

Act, S.C. 2000, c. 5 (referred to herein as “PIPEDA”) and with the Brookfield privacy policy (the Brookfield privacy

policy is available in print format at www.irp-pri.com). I acknowledge and agree that for the Term of my Agreement

with Brookfield, I shall have in place and maintain appropriate corporate policies and procedures to ensure the

protection of personal information (as that term is defined in PIPEDA), while that personal information is in my

possession or custody, in accordance with those corporate policies and procedures. Without limiting the generality

of the foregoing: (1) Pursuant to my own obligations under the PIPEDA, I shall ensure that any and all

Subcontractors have in place comparable corporate policies and procedures that ensure a comparable level of

protection for personal information while in the possession or custody of the Subcontractors, and (2) I agree to

collect and use only the personal information necessary to fulfill my obligations herein. Further, I agree that I shall

not, by any means or in any format, sell, distribute, disperse, or otherwise publish any such personal information

collected, created or handled under the Agreement.

Service level Standards – appraiser

Under the Government of Canada’s Integrated Relocation Program (IRP), the Appraiser shall provide services in

accordance with the direction, terms and conditions outlined by Brookfield Global Relocation Services–

Government Services Division (Brookfield) as follows:

I acknowledge that there are two (2) types of appraisal requirements under the IRP. When Brookfield initiates the

request of service, specific direction as to which of the two types of appraisal reports is required will be provided

at that time:


1. Standard Home Industry Appraisal (most commonly used for Government Relocations);

or

2. Canadian Employee Relocation Council (CERC) Standard Residential Appraisal Form.

I will complete the services in accordance with the specific appraisal type identified on the Appraisal Request form.

The following will apply for the two types of appraisal that may be requested:

1. For the Standard Home Industry Appraisal (Summary Appraisal Report):

• I will determine the typical “market” turnover period for properties of the type being appraised in a givensector or community. I will appraise the subject property "as is” at the time of appraisal, based on the house

being occupied by the M/E for the typical “market” turnover period;

• I will use comparables within the same neighbourhood, development and subdivision or building complex.

In the event that comparables are not available in the vicinity of the M/E’s property, I will provide Brookfield

with a written explanation of the comparables used;

• I will take and include to my report one picture of the front of the house and one picture of the back of the

house. No measurements of the rooms are required;

• I will send one (1) copy of the completed Standard Appraisal Report and my invoice to Brookfield uploading

it to my online invoice and one (1) copy to the M/E within ten (10) working days of inspecting the property

by electronic mail, courier or mail.

2. For the Canadian Employee Relocation Council (CERC) Report:

• I will use the CERC Standard Residential Appraisal Form or an equivalent form when appraising the M/E’s

home. This form will be used in establishing value, "as is", at the time of appraisal, based on the house

being occupied by the M/E for the typical turnover period for properties of the type being appraised in a

given sector of community. I will determine what is a typical turnover period;

• I will perform preliminary research on the subject property before contacting the M/E (e.g. check

assessment rolls to verify address and spelling of name; check MLS system to verify if property is listed or

was recently listed; determine the date and sale price from the most recent sale of property);

• I will discuss the mortgage, property tax, survey, upgrades/improvements, and inclusions/exclusions to

the listing with the M/E;

• I will inspect the interior of the property including basement and all accessible areas, and noting details of

condition, wall coverings, floor coverings, upgrades and any damages;

• I will take and label photographs of each room, measure all rooms and draw a floor plan;

• I will inspect the exterior of the building, this includes: measuring the exterior of the building, noting any

required repairs, the condition of landscaping and other improvements such as in-ground pools, decks, hot

tubs, condition of fencing, etc. Any easements noted are to be verified with the M/E;

• I will research the immediate area for sales on the MLS system and MLS books, as follows:

• I will gather information on similar sales, expired listings and active listings in the area where the property

is located;

it’s Your Move

7

• I will investigate and document the area, take colour photographs on comparable sales and active listings;

and

• I will liaise with real estate agents involved in the listing/sale of comparable properties, gather information

on condition of properties, size, and motivation of seller/buyer, etc.

• I will prepare and send one (1) copy of the completed CERC Appraisal Report and my invoice to Brookfield

using the online invoice application and one (1) copy to the M/E within ten (10) working days of inspecting

the property by electronic mail, courier or mail.

• In the Report, I will calculate adjustments for variances of comparables to subject property by reviewing

active listings, floor plan, condition of subject property, and positive/negative features to arrive at an opinion

of the value of the subject property; and

• The CERC appraisal requires two (2) colour photographs of the interior and two (2) exterior of the subject

property. Indicate comparable properties used and active listings.

Applicable to both appraisal types:

• Within 48 hours of being contacted by Brookfield or M/E, I will schedule an appointment with the M/E.

Further, I will ensure the M/E has available a copy of the land survey, tax bill, mortgage details, list of

improvements, approximate cost and floor plan, available for inspection.

• If unable to schedule a timely evaluation of the M/E’s property, I will immediately contact Brookfield at the

numbers identified on the Appraisal Request form.

• I understand that the appraisal is to be based on residence and property up to 1.25 acres unless otherwise

dictated by zoning by-laws. In such case, I will use a maximum of 4 acres in determining a value.

• In the event the property is an income producing property, I will determine the percentage of owner

occupancy and indicate this amount on the appraisal report.

• I understand that appraisal results are to be kept confidential. Under no circumstances should the appraisal

results be discussed with the M/E’s Realtor® or anyone other than Brookfield and the M/E.

• I understand that appraisal fee should never be discussed with the M/E for service detailed in this

Agreement, as the attached fee schedule will prevail at all time.

• I understand that Brookfield will process the payment of my invoice once it has received the signed

Brookfield Certification of Service Received letter.

• You must submit your online invoice via the Supplier Secure Website -Supplier Invoice along with a signed

copy of the Brookfield Certification of Service Received letter.

• I understand that all invoices are sent to Brookfield directly using the online Supplier Invoice Application

(Brookfield will allow for those participating TPSP party service providers that do not have access to the

internet to fax, mail or email their invoice to the Support Centre see HOW YOU GET PAID section ).

• Should Brookfield or the M/E have questions or concerns regarding the appraisal report or the service

provided to the M/E, I will respond within two (2) business days of receipt of the question/concern.


Service level Standards

I agree to provide services in accordance with the Terms and Conditions for Participation, and will abide by the

Service Level Standards as defined above.

I understand that Brookfield has the authority to remove my name from the TPSP directory if I fail to honour this

Agreement in any way or if the service provided to the M/E is unsatisfactory.

I also acknowledge that should I agree to provide services to the M/E that is listed on the Agreement and is not

payable/reimbursable under the IRP, I will seek remuneration directly from the M/E.

SeCTion C: aPPraiSer fee SChedule

I agree that my fee for completing an appraisal will not exceed those established for the IRP, which is regardless

of the size of the house or property.

I understand that the fee includes mileage to provide service in areas, which I have entered under my company

and/or my personal profile.

Appraisal fee for M/E’s principal residence:

Fee Schedule available at www.irp-pri.com.

Click Secure Website Login, login and click Home then GRIP.

it’s Your Move

9

SeCTion d: PerforManCe ManageMenT

Brookfield Global Relocation Services (BROOKFIELD) employees and Brookfield participating third party service

providers (TPSP), who deal directly with members/employees (M/E), and at times with their employer, as well as

other suppliers, are in the best position to assess performance from their respective perspectives. The following

procedure outlines the manner in which we will resolve performance issues and compile performance data.

resolution

The first, immediate, compulsory step when a situation arises is for the Brookfield advisor to contact the TPSP

involved to resolve the issue immediately.

In order to keep track of the discussion thread all communication will be done via email or fax and SCC will keep

record update. This does not rule out the more personal touch of speaking to someone; however there should be

a confirmation, or status update, on record.

escalation

If the advisor is un-successful in resolving the issue he/she will escalate the situation by contacting the Supplier

Coordination Centre (SCC) who in turn will resolve the issue – with as little impact to the M/E & Client as possible.

When an issue is brought to the SCC the National Supplier Coordinator will investigate and decide on the best

course of action and will ultimately decide/negotiate a resolution.

At any point, the TPSP may be contacted by the SCC when trying to resolve issues.

Performance

Failure to correct performance deficiencies can lead to being placed on the TPSP Probation List and/or termination

as a participating TPSP.

Measurement

The following process is in place to determine how performance is measured by Brookfield:

• High Impact Issues – Participating TPSP will be removed from TPSP directory after receiving one (1)

confirmed “High” impact service complaint.

Examples of high impact complaints are:

• Not respecting the fee schedule in place (refusing to refund any extra fee charges)

• Demonstrating extreme unacceptable and/or unprofessional behaviours towards the M/E and/or

Brookfield.

Low Impact Issues – The TPSP will be placed on the SPL for a period of 3 months after receiving 3 confirmed low

impact service complaints.


Examples of low impact service complaints;

• Not adhering to the process

• Not providing the Realtor Pricing and Marketing Strategy Report

• Not providing the 30-Day Market Activity Report

• Not returning calls promptly

After the period of probation has passed, it is the responsibility of the participating TPSP to contact Brookfield to

confirm their willingness to adhere to the required performance levels and their registration status will be re-

activated.

Note – If a participating TPSP consistently receives low impact issues over an extended period of time, TPSP will

be removed from the TPSP directory.

At any point, the participating TPSP may contact the NSC when trying to resolve issues, taking into consideration

the Brookfield escalation process hereto outlined. The participating TPSP’s direct contact for operational issue

resolution is:

Claudine Dupuis Email: [email protected]

National Supplier Coordinator Telephone: 613-236-1716 ext. 222

logging of issues for Performance Measurement Purposes

Whereas the above sections speak to operational resolutions, this section specifies logging of issues for

performance measurement purposes. Brookfield and participating TPSP have the right to raise performance issues

about the other. All participating TPSP reports are to be sent via Email to [email protected]

(Please include file number, M/E’s name and details of issue). A response will be provided for all issues raised by

the TPSP within fourteen (14) business days. (Brookfield has separate internal process.)

I agree and understand the Performance Management process as defined.

I understand that Brookfield has the authority to remove my registration from the TPSP directory if I fail to honour

this Agreement in any way or if the service provided to the M/E and/or Brookfield employees is unsatisfactory.

removal from TPSP directory

The following procedure outlines the manner in which a TPSP may request removal from the Brookfield TPSP

directory:

All removal requests must be sent by email to [email protected] and must include:

• TPSP's full name

• TPSP's full company name

• Reason for removal request

• Date of effect of removal

The TPSP must respect all terms and conditions of this present Agreement until all current transactions are

completed.

If a supplier, who is no longer registered as a TPSP, is contacted by a M/E for a new upcoming transaction, the

supplier must advise this M/E that he/she is no longer a registered participating TPSP for the IRP.

it’s Your Move

11

hoMe inSPeCTor


For the Federal Government’s Integrated Relocation

Program (IRP)

Administered by Brookfield Global Relocation Services

(Brookfield) Government Services Division


SeCTion a: general inforMaTion and invoiCing requireMenTS


Brookfield Global Relocation Services (BROOKFIELD) is a division of Brookfield Residential Property Services

Ltd. We have been working with Canadian companies and their transferring members/employees (M/E) since

1964. Brookfield is Canada's largest full-service relocation company and provides relocation consulting services

to the Government of Canada under the Integrated Relocation Program (IRP), moving tens of thousands of women,

men and their families, each year.
















how to Participate



Suppliers, who have completed the on-line Commitment process, will be included in the TPSP Directory. Your






Level Standards).










how to get Started






BROOKFIELD Government Services Division


Tel: (613) 236-1716 ext. 234 or 222


how to get Selected






What happens next







it’s Your Move

13


on the Agreement.

how to get Paid




BROOKFIELD








statement.


and their families.

We encourage all participating TPSP to visit your website periodically to check for updated Program information

at www.irp-pri.com , select “Suppliers” then “Supplier login”

SeCTion b: hoMe inSPeCTion SuPPlier agreeMenT


Conditions for Participation in the Program— home inspector

I certify and agree that:

1. I am a licensed member of a recognized Canadian Home Inspectors Association. (Only suppliers with

the above accreditation can be part of Brookfield TPSP directory)

2. I have current Comprehensive Errors and Omissions (E&O) Insurance, with proof of this coverage

and agree to maintain E&O insurance for the duration of my agreement with Brookfield.

3. I am not associated or affiliated with a Realtor® or Contractor and will not solicit, receive or give referral

fees or any other forms of compensation other than the fee mentioned in Section C2- fee schedule.

4. I will not offer to repair defects found during an inspection for a fee, or deliberately use the inspection as

a vehicle to obtain work in another field.

5. I will not undertake work for any M/E unless I have a arm’s-length relationship with that M/E and his/her

family


6. I have provided complete and accurate information on my personal and/or company profile during my




follows:













Service level Standards – home inspection

Under the Government of Canada’s Integrated Relocation Program (IRP), the Home Inspector shall provide

services in accordance with the direction, terms and conditions outlined by Brookfield Global Relocation Services–

Government Services Division (BROOKFIELD) as follows:

• I will schedule an appointment for the inspection within forty-eight hours of being contacted by the M/E.

• I will advise the M/E if unavailable to perform an inspection within this forty-eight hour time frame.

• I understand that requesting a credit card from the M/E to schedule such appointment is forbidden.

• I will request the M/E’s Brookfield file number at the time of scheduling the inspection

• I understand that home inspection fee should never be discussed with the M/E for service detailed in this

Agreement, as the attached fee schedule will prevail at all time.



• Prior to sale/purchase, I will examine the property thoroughly to determine whether the property is

structurally sound according to industry standards and guidelines and make recommendations to the M/E.

The inspection will include but not limited to, an inspection of all major systems, foundation, visible structure,

outlining areas for repair of the exterior and interior of the property.

• I will recommend in writing further specialized inspections if there are suspected problems with such things

as termites, well water potability, septic systems and all major systems irregularities and deteriorations

• I will prepare a comprehensive original written report including pictures with recommendations and

professional opinions on readily accessible systems and components inspected which are significantly

deficient or are near the end of their service life.

it’s Your Move

15

• I will provide such report to the M/E immediately after the inspection has been performed or within 48

hours of completion of said inspection.

• I will remain available to the M/E or their representative at all reasonable times to discuss issues or

concerns regarding their inspection and I will return all telephone calls promptly.

• I will send all invoices to Brookfield directly using the online Supplier Invoice Application (Brookfield will

allow for those TPSP who do not have access to the internet to fax, mail or email their invoice to the Support

Centre see HOW YOU GET PAID section ).


I agree to provide service in accordance with the Terms and Conditions for Participation, and will abide by the

Service Level Standards as defined.

I understand that Brookfield Global Relocation Services (Brookfield) has the authority to remove my registration

from the TPSP directory if I fail to honour this Agreement in any way or if the service provided to the M/E is

unsatisfactory.



SeCTion C: hoMe inSPeCTion fee SChedule

I agree that my fee for a home inspection will not exceed those established for the IRP, which is regardless of the

size of the house or property.

I understand that the fee includes mileage to provide service in areas, which I have entered under my company

and/or my personal profile.

Home Inspection Fees for M/E selling/purchasing principal residence









resolution






escalation






Performance



Measurement







Brookfield.




it’s Your Move

17







activated.





resolution is:














directory:







completed.




laWYer/noTarY


For the Federal Government’s Integrated Relocation Program

(IRP)

Administered by Brookfield Global Relocation Services

(Brookfield) Government Services Division


SeCTion a: general inforMaTion and invoiCing requireMenTS


Brookfield Global Relocation Services (BROOKFIELD) is a division of Brookfield Residential Property Services

Ltd. We have been working with Canadian companies and their transferring members/employees (M/E) since

1964. Brookfield is Canada's largest full-service relocation company and provides relocation consulting services

to the Government of Canada under the Integrated Relocation Program (IRP), moving tens of thousands of women,

men and their families, each year.
















how to Participate



it’s Your Move

19






Level Standards).










how to get Started






BROOKFIELD



Tel: (613) 236-1716 ext. 234 or 222


how to get Selected






What happens next









on the Agreement.

how to get Paid




BROOKFIELD








statement.


and their families.



SeCTion b: laWYer/noTarY agreeMenT


i certify and agree that:

1. As a Lawyer, I am a holder of a law degree from a recognized Canadian university and I am a legal

professional governed by the laws, rules and regulations of a law society in Canada. (Only TPSP with the

above accreditation can be part of Brookfield TPSP directory).

2. As a Notary public in Canada, I am a holder of a degree in a field such as business, law or finance and I

am a member of the Society of Notaries Public of my province. (Only TPSP with the above accreditation

can be part of Brookfield TPSP directory).

3. As a Notary in Québec, I am a holder of a law degree from a recognized Canadian university and I am a

sworn in professional registered to the “Tableau de l’Ordre”. (Only TPSP with the above accreditation can

be part of Brookfield TPSP directory).

it’s Your Move

21

4. I will not solicit, give or receive referral fees or any other form of compensation.

5. I will disburse Home Equity Assistance (HEA), Home Sale Assistance (HSA), or Capital Improvement

monies to the M/E only once the sale transaction has been completed.

6. I will return to Brookfield (not the M/E) any funds from the advance/transferred funds that are in excess

of the amount required as per the “Notice of Funds for Sale/Purchase transaction” or “Invoice Confirmation

to Lawyer/Notary”.

7. I will not undertake work for any M/E unless I have an arm’s-length relationship with the M/E and his/her

family.

8. I have provided complete and accurate information on my personal and/or company Profile during my



9. I will disburse Mortgage Interest Buy Down (MIB) funds directly to the M/E’s Lender, when applicable


follows:













Service level Standards – legal

Under the Government of Canada’s Integrated Relocation Program (IRP), the Lawyer or Notary shall provide

services in accordance to the direction, terms and conditions outlined by Brookfield Global Relocation Services –

Government Services Division (BROOKFIELD GRS) as follows:

• I understand that lawyers/notaries fees should never be discussed with the M/E for services detailed in

this Agreement, as the attached fee schedule will prevail at all times.

• I understand that Brookfield will cover my legal fee (sec. C Fee Schedule) and disbursements (see list on

page 9) on behalf the M/E. I understand that each relocation file is unique and I will receive specific

instructions from Brookfield for each one of them.

• I understand that retaining fees shall be waived when approached by a M/E for a relocation transaction.

• I will create and submit my online legal invoice, when possible at least seven (7) business days before


the scheduled closing of the purchase or sale.

• I understand that Brookfield will provide an advance of funds at least three (3) business days before the

scheduled closing date. This advance will be based on my online invoice and accompanied with the “Notice

of Funds for Sale/Purchase Transaction” form. (By utilizing the Supplier Invoice application, Brookfield can

quickly evaluate the amount of funds required and advance the funds in time for the transaction’s closing).

• I understand that I cannot delay the transaction closing if I am personally responsible for not following the

direction provided in this Agreement or if the information I have provided under my profile is not accurate

and up to date.

• I understand that all my employees involved in the administration of relocation transactions must be made

aware of the IRP Agreement terms and conditions

• I understand that if I have not created my online invoice to assist Brookfield in estimating the funds required

for closing, Brookfield will estimate the funds required and send an advance based on their calculations.

• I understand that in cases where funds were advanced based on Brookfield’s calculations, I must create

and submit my online invoice within 60 days of closing and upload all supporting documents required in

order for Brookfield to adjust the advance provided to me against the actual costs.



• I understand that in the event that I had not created my invoice in order to assist Brookfield to estimate

the funds required for closing, and the funds estimated and advanced by Brookfield were insufficient, I must

amend my online invoice and upload the supporting documents within sixty (60) days of closing.

• I will return any funds advanced by Brookfield to my trust account that were not required, as specified on

the “Notice of Funds for Purchase/Sale Transaction” or “Invoice Confirmation to Lawyer/Notary” forms, to

close the transaction along with the “Cash Receipt” form to Brookfield. (Funds required to close, are the

funds sent by Brookfield in anticipation of the monies required to close the transaction and they do not

belong to the M/E).

• I will disburse any Home Equity Assistance (HEA), Home Sale Assistance (HSA), or Capital Improvement

funds to the M/E and Marketing Incentive to the purchaser after the sale transaction is complete as per

instructions provided on the “Notice of Funds for Sale Transaction” or “Invoice Confirmation to

Lawyer/Notary” form.

• I will disburse Marketing Incentive funds to the purchaser after the sale transaction is complete as per

instructions provided on the “Notice of Funds for Sale Transaction” or “Invoice Confirmation to

Lawyer/Notary” form and the listing agreement.

• I will remain available to the M/E at all reasonable times to discuss issues or concerns regarding their

sale or purchase and return all telephone calls promptly.

• I will advise the M/E promptly of any delays or unusual situations that could develop and provide guidance

and recommendations on how to proceed or correct the matter in a timely manner.

• I will review the "Agreement of Purchase and Sale" of an existing property with the M/E (preferably before

it is executed).

it’s Your Move

23

• I will correspond with Purchaser's/ Vendor’s solicitor or Purchaser/ Vendor as applicable.

• I will receive, review and answer letters of requisition as requested.

• I will obtain all the necessary information, title documents, utility and mortgage documents from the M/E.

• I will search title to property as may be required to respond to all requisitions on title and review all

search/sheriffs’ certificates.

• I will advise the M/E on Title Insurance versus Survey Certificate, and confirm in writing to Brookfield when

both are absolutely required to obtain clear title.

• I will verify the property tax status (municipal/schools), oil fill, water analysis certificate (if applicable),

zoning, subdivision agreements, any work orders, easements, septic system certificate (rural), municipal

by-laws, etc.

• I will order statements for mortgages being assumed, discharged or transferred and review with the M/E

to ensure that any early prepayment options have been addressed prior to calculating the discharge penalty.

• I will prepare the appropriate documents, including but not limited to obtaining consent of the mortgagee

as required when mortgage is being assumed, Title/Deed, Statement of Adjustments, Declaration of

Possession, undertakings, Status Certificate, UFFI Warranty, Bill of Sale, Direction as to Sale Proceeds

and all other documents normally required in a real estate transaction and according to local practice.

• I will attend to the at meeting with the M/E and spouse, if applicable, to execute all documents and arrange

for a timely delivery of sale proceeds.

• I will prepare for and attend to the closing of the transaction, carrying out the vendor’s registration obligation

and arranging all utility readings and transfers to purchaser or the purchaser’s solicitor as necessary on

date set for possession (if applicable).

• I will attend to payment if applicable, of real estate commission (only once I have received from the Realtor

a copy of the signed Brookfield Certification of Service Received letter), outstanding property tax,

mortgages/liens including discharge penalties.

• I will fulfill all undertakings given to the purchaser or the purchaser’s solicitor.

• Where required by law, I will arrange for conversion to Land Titles System, i.e. New Brunswick, Nova

Scotia. This will be reimbursed in accordance with local legal practices (i.e. in Nova Scotia reimbursed to

the Vendor).

• I will register title in favour of purchaser and receipt of sale proceeds from purchaser’s solicitor. Inform

the applicable utility and the appropriate tax department of the change of ownership.

• I will calculate monies required for closing and advise the M/E at least 7 (seven) business days in advance.

I will calculate and advise the M/E of any applicable Provincial/ Municipal Transfer Tax payable.

• I will prepare closing memos, confirm insurance, and prepare the required closing cheques. The balance

of the sale proceeds is payable to the M/E.

• I will report to the M/E promptly, including preparation of account, statement of receipt and distribution of

funds.







I also acknowledge that should I agree to provide services to the M/E that is not listed on the Agreement and is

not payable/reimbursable under the IRP, I will seek remuneration directly from the M/E.

SeCTion C: laWYer/noTarY fee SChedule

I agree that my legal fee which includes one mortgage discharge and/or one mortgage registration and charges

for disbursements will not exceed those established for the IRP.

legal fee Schedule

Legal fee for M/E selling or purchasing a principal residence



ORIGIN (SALE) *see note 2

it’s Your Move

25

DESTINATION (PURCHASE) *see note 2

Note 2: For sales handled by lawyers/notaries outside their boundaries via local lawyers or agents, any fees for

services from local lawyers/agents will be the sole responsibility of the selected lawyer/notary and will not be

reimbursed as a disbursement under this contract. A lawyer/notary who subcontracts will be paid a combined fee

for services and subcontracted services no higher that the ceiling price.

lawyer/notary instructions for the integrated relocation Program (irP)

1. Legal Fee Schedule By Province

Brookfield Global Relocation Services (BROOKFIELD) will reimburse Lawyers/Notaries for actual fees charged

for home purchase and/or home sale as per the legal fee schedule in Section C. These fees include all mortgage

work (one registration and one discharge) and title searches associated with the transaction but exclude

disbursements.

2. Acceptable Disbursements

Brookfield requires that all disbursements be itemized on your invoice and clearly identified which documents are

being registered with Land Titles/Land Registry Office.

Definition of acceptable disbursements by Brookfield.

A disbursement on a M/E’s file is a payment made to an arms-length third party, supported by:

• A separate invoice from the third party, or electronic data or other documentation or an internal audit trail

which clearly identifies the payment as being attributable to the M/E’s file.

• A payment made to a lawyer or one of his/her employee for out-of-pocket expenses incurred in delivering

services on the M/E’s file as supported by a petty cash voucher or other internal document generated in

accordance with the firm policy.

Disbursements will be reimbursed at cost and may include but shall not be limited to the following:

• Various lands title/deed, registration fees; (including administration fees associated with Land Protection

Acts, P.E.I. and Land Titles registration in New Brunswick, Nova Scotia).

• Survey/ Certificate of Location cost or title insurance (if required to close the transaction) both are only

reimburse if Lawyer/Notary certifies in writing to Brookfield that it was required to provide clear title;

• Mortgage appraisal fees(required by lender);


• Mortgage insurance fees;

• Compliance stamp (Alberta);

• Title abstract information;

• Certified copy of title;

• Zoning and/or work orders (tax certificate/ property tax search);

• Real estate commission;

• Land transfer tax;

• Water test (if required to close the transaction).

noTe For sales handled by lawyers outside their areas via local lawyers or agents: any fees for services from the

local lawyers/agents will be the sole responsibility of the selected lawyer and will not be reimbursed as a

disbursement under the contract. The lawyer/notary who sub-contracts will be paid a combined fee for services

and subcontracted services no higher than that established for the IRP.

it’s Your Move

Type Disbursement + tax (when applicable): Also Known as:

Bank Charges Bank fee: Certified cheque

Handling/Banking Charge Certified cheque, Wire

Certified cheques Bank charges, cheque certification

Wire fee Bank Wire charge

Certificate of charge

Certification of Registered owner Copy of Title ;Certificate of Title

Compliance Certificate Compliance Letter

CRO (certificate of Registry) Certificate of Title

Easement Certificate

Encumbrance Certificate

Estoppels’ Certificate (condos)

Stratus report; Strata Title; Strata Certificate;

Stratus Report

Execution Certificate Certificate of Execution

Sheriff's Certificate Execution Certificate in Quebec

Status of Title Certificate

Tax Certificate

Utilities Certificate Bell, Hydro, water certificates

Zoning Certificate

Municipal Zoning report, Zoning

memorandum

Access fees Access Online fee/Online Registration

Access online fee/Service charge Online registration ;Teranet fees

BC Online access fee/service charge Access Online fee/Online Registration

Browser Access fees Access (Online) fee

Conveyance fee/closing fee

Do Process transaction charge Software fees

File storage fee only when paid by Lawyer/Notary to 3rd party Archive cost

Juricert fee ID Verification

Package Service fee Same as courier/messenger/delivery

Bank Charges

Certificates

Fees

27

Type Disbursement + tax (when applicable): Also Known as:

Property online Access fee

Publication fee

RealtiPlus Web access fee

Software fees Online access; Teraview Electronic services

Title Plus Processing fee

Archive Cost only when paid by Lawyer/Notary to 3rd party File storage

Courier

Delivery/ Messenger charges, package

service fee

Digital scanning fee

Document retrievalonly when paid by Lawyer/Notary to 3rd party Archiving

Facsimiles/Fax charges

Phone charge/cost; long distance

Insurance binder Proof of insurance

Law Society Levy Transaction Levy Surcharge

Municipal name change for tax Rolls

Photocopies; Digital scanning fees

Postage; mail

Provincial compliance Surcharge

Release of Mortgage

Where cost of preparing the release is

charged by the financial institution

Runner fees; km, travel expense

Where paid by Lawyer/Notary to 3rd party or

reimbursed to employee

E-filing registration cost

Access(online) fee ;EREG filing fee/E-

registrationl E-conveyance fee

E-Submitting Deed Access (online) fee, E-registration

E-Submitting Mortgage Access (online) fee, E-registration

Land title registration

LTO (land transfer office) discharge fee

Recording Deed, recording fees Record transfer, registration transfer

Registration of mortgage /Deed Registration of charge

Registration of mortgage discharge

Register release of mortgage ;fee recording

release

Registration of transfer of mortgage

Teranet Registration fees Access (Online) fee

Abstract search Title search; search fees

Bankruptcy search

Closing search/sub search expense/fee

Conveyance title search fee

Land title search

POL search Property On-line search

Property tax search Verbal tax information/tax inquiry

Search fees/ Utilities search (hydro, Bell) Title search fees or research fees

Septic search-conservation authority

Searches

Miscellaneous

Registrations

Fees


3. Mortgage Discharge (except Quebec)

The first mortgage discharge is included in the prescribed fees payable to the solicitor.

noTe In all provinces additional fees and disbursements related to the discharge of any additional mortgages

shall be the responsibility of the M/E and will be billed directly to the M/E.

Mortgage Discharge in Quebec

The Purchaser’s notary handles the sale transaction in the province of Quebec and therefore there are no fees

on the sale transaction. There are, however, fees and disbursements payable by the vendor to the purchaser’s

notary for the discharge of a mortgage. The maximum amount claimable is identified under Section C, Legal Fee

Schedule.

4. Lawyer/Notary Billing

You are required to submit your online invoice. This will permits Brookfield to quickly evaluate how much funds is

required and send you an advance promptly.

Please note that we require that you submit your invoice seven (7) working days prior to closing in order to estimate

the advance of funds required for closing.

The following supporting documents are required:

You must upload/ forward the following supporting documents to Brookfield as soon as you have received them.

They must be received within 60 days of closing.

For Sale transactions:

• Real Estate Commission statement

• Mortgage Discharge Penalty statement

• Mortgage Discharge Fee statement

• Certificate of location (survey) invoice.

For Purchase transactions:

• The Mortgage Default Insurance Application fee (if applicable),

• Mortgage Default Insurance Premium (when applicable)

• Survey/certificate of location OR the title insurance invoice (not necessarily both)

In cases where the supporting are unavailable at the time of closing, Brookfield will allow up to 60 days after

closing to forward the supporting document.

Should Brookfield advance funds as stipulated on the “Notice of Funds for Purchase/Sale Transaction” form, in

excess of the amount required, you shall forward your refund cheque forthwith to Brookfield for

reimbursement to the Crown and not to the M/E.

it’s Your Move

29






resolution






escalation






Performance



Measurement







Brookfield.











activated.





resolution is:














directory:







completed.



it’s Your Move

31

realTor®






SeCTion a: general inforMaTion

and invoiCing requireMenTS


Brookfield Global Relocation Services (BROOKFIELD) is a division

of Brookfield Residential Property Services Ltd. We have been

working with Canadian companies and their transferring

members/employees (M/E) since 1964. Brookfield is Canada's largest full-service relocation company and provides

relocation consulting services to the Government of Canada under the Integrated Relocation Program (IRP),

moving tens of thousands of women, men and their families, each year.
















how to Participate









Level Standards).










how to get Started






BROOKFIELD



Tel: (613) 236-1716 ext. 234 or 222


how to get Selected






What happens next


it’s Your Move

33







on the Agreement.

how to get Paid

You must send upon a successful sale of M/E’s property, forward instructions and all applicable documents to the

lawyer/notary handling the transaction along with a copy of the Brookfield Certification of Service Received letter.

The lawyer/notary will then disburse the real estate commission as per industry standards.

Once the house has sold the lawyer/notary will send the real estate commission to the broker representing the

listing REALTOR®.


and their families.



SeCTion b: realTor® agreeMenT (TerMS and CondiTionS)


1. I am a licensed Realtor® and I hold a valid permit to operate in my province. (Only TPSP with the above

accreditation can be part of Brookfield TPSP directory).

2. I understand that a Realtor® found to be listing the M/E’s property on an exclusive basis or charging fees

above the real estate schedule as established herein will be removed from the Third Party Service Provider

(TPSP) directory for the IRP.

3. I understand that I must disclose in writing whom I am representing as an agent in the transaction. Parties

to a transaction must be told what their agency relationship is to the REALTOR®.

4. I will not undertake work for any M/E unless I have a arm’s-length relationship with that M/E and his/her

family.

5. As the REALTOR® representing the M/E for the sale of his property, I may refer the M/E to another

Realtor® in the new location to act on their purchase. However, if this Realtor® is not already a participant

of the Program and chooses not to participate, the referring agent must confirm that a buyer agency

commission will not be charged to the M/E.

6. I have provided complete and accurate information on my personal profile during my registration to the

Brookfield TPSP directory and I am responsible to maintain and modify any information should there be

any changes in my status.


7. I understand that if I fail to meet a M/E’s expectations after making my best efforts to resolve a situation,

the M/E may request a transfer of the listing or the purchasing assignment to another Realtor®.

8. I will not solicit, give or receive referral fees or any other form of compensation to Brookfield, Government

Services Division.


follows:













Service level Standards – realTor®

Under the Government of Canada’s Integrated Relocation Program (IRP), the Realtor® shall provide services in

accordance to the direction, terms and conditions outlined by Brookfield Global Relocation Services– Government

Services Division (BROOKFIELD) as follows:

When working with a M/E when listing their property for sale:

• Inspect the M/E’s property and complete the Brookfield “Realtor Pricing and Marketing Strategy Report”

form before listing the M/E’s property for sale. Provide a written copy of the report to the M/E immediately

upon its completion.

• List a M/E’s property on MLS, if MLS is available in the area.

• Complete a “30-Day Market Activity Report” every 30 days of the listing period and review it with the M/E;

discuss reducing the asking price if necessary

• Present to the M/E all offers to purchase received and provide guidance and recommendations on

negotiations in accordance with agency law.

• Assist Brookfield with reports on market conditions when Home Equity Assistance or Home Sale

Assistance is required.

• Upon a successful sale of the M/E's property, forward instructions and all applicable documents to the

lawyer/notary handling the transaction.

When working with a M/E on their purchase of property on their house-hunting trip (HHT):

• Contact the M/E by telephone before their HHT departure to confirm their housing requirements.

it’s Your Move

35

• Send, within 5 working days of being contacted, a comprehensive Needs and Services Destination

Package (NSDP) to the M/E before their HHT. The package must include, but not limited to, the following

items relevant to the destination:

Housing availability

Cost analysis of renting versus purchasing

Preparing a home/rent search plan

Include current market values for purchase/rent in the vicinity/neighbourhood selected

Schools

Cultural and recreation activities/facilities

Sports

Community services

Churches

Senior facilities

• Provide a tour of the new location (e.g. points of interest, shopping, and schools) during the M/E 's HHT

and examine the listings and areas that meet the M/E’s requirements.

• Be available every day of the M/E's HHT and give priority to the M/E over any other potential purchaser

during their HHT.

• Advise Brookfield if you cannot be available for the entire HHT.

• No commission will be charged to the M/E under buyer agency agreements.

• I will not discuss/dispute the fee schedule in place and will not charge extra fee to the M/E.

From time to time, Realtor® might assist M/E seeking rental properties for fee commensurate with that paid to

Rental Search Agencies in such occasion the Realtor® will refer to the Rental Search Agent Agreement for terms

and conditions.

Service-level Standards

I agree to provide service in accordance with the Terms and Conditions for Participation, and will abide by the

Service Level Standards as defined.




SeCTion C: realTor® fee SChedule

I agree that the real estate commission I charge will not exceed those established for M/E under the IRP. The

selling portions of the commission will be advertised on the MLS Listing and paid in accordance with historic local

practices. No additional fee can be charged to the M/E directly.

Multiple Listing Services (MLS) Real Estate Commission Fees Schedule for M/E selling their principal residence








resolution






escalation





it’s Your Move

37


Performance



Measurement







Brookfield.










activated.





resolution is:















directory:







completed.



renTal SearCh aSSiSTanCe






SeCTion a: general inforMaTion and

invoiCing requireMenTS


Brookfield Global Relocation Services (BROOKFIELD) is a division of

Brookfield Residential Property Services Ltd. We have been working

with Canadian companies and their transferring members/employees

(M/E) since 1964. Brookfield is Canada's largest full-service relocation company and provides relocation consulting

services to the Government of Canada under the Integrated Relocation Program (IRP), moving tens of thousands

of women, men and their families, each year.

it’s Your Move

39
















how to Participate








Level Standards).










how to get Started







BROOKFIELD



Tel: (613) 236-1716 ext. 234 or 222


how to get Selected






What happens next








on the Agreement.

how to get Paid




BROOKFIELD








statement.

it’s Your Move

41


and their families.



SeCTion b: renTal SearCh aSSiSTanCe agreeMenT



1 I will not solicit, give or receive referral fees or any other form of compensation from Landlords, Property

Management firms or Realtor®.

2. I will not offer to repair for a fee any defects found during rental-finding services, or deliberately use the

rental search as a vehicle to obtain work in another field.

3. I understand that if the M/E changes his/her criteria and decides to purchase instead of renting and I am

a license Realtor®, I will adhere to the terms and conditions as mentioned in the Realtor® agreement.

4. I will not undertake work for any M/E unless I have an arm’s-length relationship with that M/E and

his/her family

5. I understand that rental search fee should never be discussed with the M/E for service detailed in this

Agreement, as the attached fee schedule will prevail at all time

6. I have provided complete and accurate information on my personal and/or company profile during my




follows:














Service level Standards – rental Search

Under the Government of Canada’s Integrated Relocation Program (IRP), the Rental Search Agent shall provide

service in accordance with the direction, terms and conditions outlined by Brookfield Relocation Services–

Government Services Division (BROOKFIELD GRS) as follows:

• The rental finding fee includes a maximum of two (2) days of service in accordance with the rates as

specified in the fee schedule.

• Within forty-eight (48) hours of being contacted by Brookfield or M/E, I will schedule an appointment directly

with the M/E.

• I will advise Brookfield immediately if I am unable to contact the M/E within a forty-eight (48) hour time

frame from the date of contact by Brookfield.

• I will advise Brookfield immediately if I am not available to provide the service to the M/E.

• I will review the criteria for the property search as provided by the M/E.

• I will provide information to the M/E on rental costs and vacancy rates in areas of interest and provide

general information on leases, penalties and lease terms.

• I will counsel the M/E in the preparation of a rental search plan.

• I will research, select and set up appointments for the M/E to view specific rental properties.

• I will take only one family at a time for rental viewings unless all parties agree to participate in group

showings. I will attend the viewing with the M/E and counsel and help him/her make an informed decision.

• I will provide a comprehensive Needs and Services Destination Package (NSDP) to the M/E upon arrival

for their house hunting trip (HHT). The package will include, but not be limited to, the following items relevant

to the destination:

Rental availability

A rent search plan

Current market values for rent in the vicinity/neighbourhood selected

List of Schools

Cultural and recreation activities/facilities information

Information on Sports activities/facilities

Information on Community services

List of Churches

List of Senior facilities

• I will provide a tour of the new location (e.g. points of interest, shopping, and schools) during the M/E's

HHT and examine the rental availability in areas that meet the M/E’s requirements.

• I will request the inclusion in the lease of an early termination clause: one month’s notice and one month’s

rent. This early termination clause is in the event that the M/E is moved at their Employer’s request.

it’s Your Move

43

• I will advise Brookfield immediately of the cancellation of an appointment by the M/E. If the M/E fails to

show up on the arranged date and does not provide a seven day’s cancellation notice, any resulting fees

will be charged directly to the M/E. Brookfield is not authorized or responsible to pay such cancellation fees

on behalf of the M/E or Government of Canada.

• If, after researching and viewing the prospective rental accommodations, the M/E changes the criteria of

the search (e.g. location, number of bedrooms or style of property), I will complete the Notification of Housing

Criteria and forward it to Brookfield. If the criteria change during the M/E’s house-hunting trip I will provide

services using the new search criteria for the balance of the two-day search period.

• I understand that the fee should never be discussed with the M/E for service detailed in this Agreement,

as the attached fee schedule will prevail at all time.



• All invoices are sent to Brookfield directly using the online Supplier Invoice Application (Brookfield will

allow those supplier who do not have access to the internet to fax, mail or email their invoice to the Support

Centre (see HOW TO GET PAID section).




I understand that Brookfield has the authority to remove my name from the TPSP directory if I fail to honour

this Agreement in any way or if the service provided to the M/E is unsatisfactory.




SeCTion C: renTal SearCh aSSiSTanCe fee SChedule

I agree that my fee for completing the Rental Search will not exceed those established for the IRP, which is a per

diem fee for a maximum of two (2) days (i.e: $350.00 x2 days) of service including the research, selection and

setting up of appointments for the M/E and visits of rentals.

Upon change of criteria from the M/E, I agree to complete the necessary form identifying the reasons for the

additional rental search and forward to the Brookfield office that originated the initial request.

Fees per Rental Search Assignment for M/E Renting a Principal Residence (per diem)








resolution






it’s Your Move

45

escalation






Performance



Measurement







Brookfield.










activated.





resolution is:















directory:







completed.



it’s Your Move

47

CerTifiCaTion of ServiCe reCeived

Please indicate which TPSP has provided the service:

o Appraiser o Home Inspector o Lawyer/Notary - Sale o Lawyer/Notary - Purchase

o Rental Search Agent o Real Estate Agent

Note: Suppliers/TPSP – You must upload a copy of the signed Certification form to your online invoice or email

a copy to Brookfield GRS Support Centre at [email protected] or send a copy via fax to 902-

481-3430

Members/Employees – You must attach a copy of the signed Certification to your claim.

Certification of Service received

Brookfield GRS will issue payment once the Member/Employee (M/E) confirms that services received from their

Third Party Service Provider (TPSP) are in accordance with the specifications, performance levels, quality, and

all other terms and conditions of the Brookfield TPSP Agreements, which can be found on your Secure Website

and in the It’s Your Move manual.

It is the responsibility of the participating TPSP to have this form signed by the M/E in order to receive payment

for the services rendered.

In cases where the M/E has selected a non-participating third party service provider, it is the M/E’s responsibility

to provide this form along with his or her claim(s) to Brookfield in order to receive reimbursement.

_______________________________________________________________________

I, ______________, file number _____________ , certify that I have received service

from _________________________ and I confirm that the services received are in

Third Party Service Provider’s name

accordance with the specifications, performance levels, quality, and all other terms and conditions of the Brook-

field Third Party Service Provider’s (TPSP) Agreement.

Signed in ___________________________ this _____________________

City Date

_________________________

(Member/Employee Signature)