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Permanent Change of Station Entitlements & Procedures Permanent Change of Station Entitlements & Procedures Deanna M. Stewart July, 2010.

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Presentation on theme: "Permanent Change of Station Entitlements & Procedures Permanent Change of Station Entitlements & Procedures Deanna M. Stewart July, 2010."— Presentation transcript:

1 Permanent Change of Station Entitlements & Procedures Permanent Change of Station Entitlements & Procedures Deanna M. Stewart July, 2010

2 6/1/20142 Relocating for NOAA Where to turn for guidance Forms, forms, and more forms Entitlements Discretionary Costs Filing for Reimbursement Home Sale and/or Purchase RITA

3 6/1/20143 Acronyms Glossary of terms BVO – Buyer Value Option BVO – Buyer Value Option CONUS – Continental United States CONUS – Continental United States HHG – House Hold Goods HHG – House Hold Goods MEA – Miscellaneous Expense Allowance MEA – Miscellaneous Expense Allowance PCS – Permanent Change of Station PCS – Permanent Change of Station RITA – Relocation Income Tax Allowance RITA – Relocation Income Tax Allowance TQSE – Temporary Quarters Subsistence Expense TQSE – Temporary Quarters Subsistence Expense WTA – Withholding Tax Allowance WTA – Withholding Tax Allowance WOB – Western Operations Branch WOB – Western Operations Branch

4 6/1/20144 Forms CD-150 – Request for Authorization of Relocation Expenses CD-29 – Official Travel Order CD-370 – Travel Voucher (PCS vouchers are not entered in Travel Manager) CD-371 – Reimbursement Request for Real Estate Transactions CD-372 – Expense Record for TQSE

5 6/1/20145 The Process You have decided to make the move to Newport… What Now? WFM will send you a selection letter A CD-150 and Estimated Relocation Worksheet will be attached Complete and submit the CD-150 and Estimated Relocation Worksheet

6 6/1/20146 The Relocation Expense Worksheet Employees – complete page 1 OMAO Admin uses an excel spreadsheet with formulas already in place to complete the remaining pages

7 Who Does What OAMO Admin will: Prepare your Travel Order Prepare your Travel Order Request HHG Shipment & Storage Request HHG Shipment & Storage Moving Company will: Contact you to arrange Shipment & Storage of HHG Contact you to arrange Shipment & Storage of HHG Deanna Stewart will: Enter you into Prudentials BVO Program if requested on CD-150 Enter you into Prudentials BVO Program if requested on CD-150 6/1/20147

8 8 Check Your Travel Order Make Sure: Your SSN has not been recorded. Each family member who is relocating is specifically listed in block 5. House Hunting if requested is authorized in block 15 and includes the maximum # of days. The number of days authorized for TQSE and Temp Storage is provided in block 15.

9 You Have Your CD-29: Begin Incurring Costs Take Your HHT if authorized Make the En Route from Seattle to Newport Enter Temporary Quarters List Your Home For Sale Purchase a Home in Newport File your MEA 6/1/20149

10 Youve Incurred Costs: How To File for Reimbursement Complete a CD-370 each time expenses are claimed Obtain Approving Official Signature on CD-370 Submit with receipts to Deanna Stewart at the WOB 6/1/201410

11 A Word About Temp Qtrs TQ is not an entitlement and will be authorized in 30 day increments less the number of days spent on a HHT Requests for Additional Days in TQ must be made in writing to OMAO at least 10 days before the end of the authorized period Unlike en route travel, TQ is based on exact meal costs, not to exceed the per diem rate (see the Relocation Expense Worksheet for calculating costs) Receipts are required for any individual cost over $75.00 and for all lodging regardless of amount 6/1/201411

12 Selling or Buying on Your Own When you dont use Prudential File a CD-370 and CD- 371 (both of which must be signed by the Approving Official Include your HUD Settlement Statement 6/1/201412

13 Reimbursable Real Estate Expenses - SALE Brokerage Fees Advertising Legal and Related Costs Prepayment Charge Lenders Appraisal Fee Loan Origination Fee FHA or VA Application Fee Mortgage Pre- Payment Penalty Certifications Credit Report Mortgage Title Policy Escrow Agents Fee State Revenue Stamps Mortgage & Transfer Taxes Owners Title Insurance Policy Property Inspection Fees when required by lender Other reasonable and customary fees 6/1/201413

14 Reimbursable Real Estate Expenses - PURCHASE Appraisal Fees Legal and Related Costs Lenders Appraisal Fee Loan Origination Fee FHA or VA Application Fee Inspection expenses when required by lender Attorneys Fees when reasonable and customary Credit Report Mortgage Title Policy Escrow Agents Fee State Revenue Stamps Mortgage and Transfer Taxes Mortgage Title Insurance Policy Construction Expenses Certifications 6/1/201414

15 6/1/ When You Have Questions NOAA Policy maintains an online information packet, a link of which is provided in the selection letter from WFM noaa.gov/~finance/RELO.html noaa.gov/~finance/RELO.html noaa.gov/~finance/RELO.html Contact me via at or by phone at The Federal Travel Regulations /ep/contentView.do?contentTy pe=GSA_OVERVIEW&contentI d=14161

16 6/1/ Wrap Up


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