Permanent Change of Permanent Change of Station Station

Entitlements & Entitlements & ProceduresProcedures

Deanna M. StewartDeanna M. Stewart

July, 2010July, 2010

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Relocating for NOAARelocating for NOAA

Where to turn for guidanceWhere to turn for guidanceForms, forms, and more formsForms, forms, and more formsEntitlementsEntitlementsDiscretionary CostsDiscretionary CostsFiling for ReimbursementFiling for ReimbursementHome Sale and/or PurchaseHome Sale and/or PurchaseRITARITA

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AcronymsAcronymsGlossary of termsGlossary of terms ““BVO” – Buyer Value OptionBVO” – Buyer Value Option ““CONUS” – Continental United StatesCONUS” – Continental United States ““HHG” – House Hold GoodsHHG” – House Hold Goods ““MEA” – Miscellaneous Expense AllowanceMEA” – Miscellaneous Expense Allowance ““PCS” – Permanent Change of StationPCS” – Permanent Change of Station ““RITA” – Relocation Income Tax AllowanceRITA” – Relocation Income Tax Allowance ““TQSE” – Temporary Quarters Subsistence TQSE” – Temporary Quarters Subsistence

ExpenseExpense ““WTA” – Withholding Tax AllowanceWTA” – Withholding Tax Allowance ““WOB” – Western Operations BranchWOB” – Western Operations Branch

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FormsForms

CD-150 – Request for Authorization CD-150 – Request for Authorization of Relocation Expensesof Relocation ExpensesCD-29 – Official Travel OrderCD-29 – Official Travel OrderCD-370 – Travel Voucher (PCS CD-370 – Travel Voucher (PCS vouchers are not entered in Travel vouchers are not entered in Travel Manager)Manager)CD-371 – Reimbursement Request CD-371 – Reimbursement Request for Real Estate Transactionsfor Real Estate TransactionsCD-372 – Expense Record for TQSECD-372 – Expense Record for TQSE

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The ProcessThe Process

You have decided to You have decided to make the move to make the move to

Newport…Newport… What Now?What Now?

WFM will send you a WFM will send you a selection letterselection letterA CD-150 and A CD-150 and Estimated Relocation Estimated Relocation Worksheet will be Worksheet will be attachedattachedComplete and submit Complete and submit the CD-150 and the CD-150 and Estimated Relocation Estimated Relocation WorksheetWorksheet

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The Relocation Expense The Relocation Expense WorksheetWorksheet

Employees – Employees – complete page 1complete page 1

OMAO Admin uses an OMAO Admin uses an excel spreadsheet with excel spreadsheet with formulas already in place formulas already in place to complete the remaining to complete the remaining pagespages

Who Does WhatWho Does WhatOAMO Admin will:OAMO Admin will: Prepare your Travel Order Prepare your Travel Order Request HHG Shipment & StorageRequest HHG Shipment & Storage

Moving Company will:Moving Company will: Contact you to arrange Shipment & Contact you to arrange Shipment &

Storage of HHGStorage of HHG

Deanna Stewart will:Deanna Stewart will: Enter you into Prudential’s BVO Program Enter you into Prudential’s BVO Program

if requested on CD-150if requested on CD-150

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Check Your Travel OrderCheck Your Travel Order

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

You Have Your CD-29:You Have Your CD-29:Begin Incurring CostsBegin Incurring Costs

Take Your HHT if authorizedTake Your HHT if authorizedMake the En Route from Seattle to Make the En Route from Seattle to NewportNewportEnter Temporary QuartersEnter Temporary QuartersList Your Home For SaleList Your Home For SalePurchase a Home in NewportPurchase a Home in NewportFile your MEAFile your MEA

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You’ve Incurred Costs:You’ve Incurred Costs:How To File for ReimbursementHow To File for Reimbursement

Complete a CD-370 Complete a CD-370 each time each time expenses are expenses are claimedclaimedObtain Approving Obtain Approving Official Signature Official Signature on CD-370on CD-370Submit with Submit with receipts to Deanna receipts to Deanna Stewart at the Stewart at the WOBWOB

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

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Selling or Buying on Your OwnSelling or Buying on Your Own

When you don’t When you don’t use Prudentialuse Prudential

File a CD-370 and File a CD-370 and CD-371 (both of CD-371 (both of which must be which must be signed by the signed by the Approving OfficialApproving Official

Include your HUD Include your HUD Settlement Settlement StatementStatement

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Reimbursable Real Estate Expenses - Reimbursable Real Estate Expenses - SALESALE

Brokerage FeesBrokerage Fees

AdvertisingAdvertising

Legal and Related CostsLegal and Related Costs

Prepayment ChargePrepayment Charge

Lender’s Appraisal FeeLender’s Appraisal Fee

Loan Origination FeeLoan Origination Fee

FHA or VA Application FHA or VA Application FeeFee

Mortgage Pre-Mortgage Pre-Payment PenaltyPayment Penalty

CertificationsCertifications

Credit ReportCredit Report

Mortgage Title PolicyMortgage Title Policy

Escrow Agent’s FeeEscrow Agent’s Fee

State Revenue StampsState Revenue Stamps

Mortgage & Transfer Mortgage & Transfer TaxesTaxes

Owners Title Insurance Owners Title Insurance PolicyPolicy

Property Inspection Fees Property Inspection Fees when required by lenderwhen required by lender

Other reasonable and Other reasonable and customary feescustomary fees

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Reimbursable Real Estate Expenses - Reimbursable Real Estate Expenses - PURCHASEPURCHASE

Appraisal FeesAppraisal Fees

Legal and Related CostsLegal and Related Costs

Lender’s Appraisal FeeLender’s Appraisal Fee

Loan Origination FeeLoan Origination Fee

FHA or VA Application FHA or VA Application FeeFee

Inspection expenses Inspection expenses when required by when required by lenderlender

Attorney’s Fees when Attorney’s Fees when reasonable and reasonable and customarycustomary

Credit ReportCredit Report

Mortgage Title PolicyMortgage Title Policy

Escrow Agent’s FeeEscrow Agent’s Fee

State Revenue StampsState Revenue Stamps

Mortgage and Transfer Mortgage and Transfer TaxesTaxes

Mortgage Title Mortgage Title Insurance PolicyInsurance Policy

Construction ExpensesConstruction Expenses

CertificationsCertifications

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When You Have QuestionsWhen You Have Questions

NOAA Policy maintains an NOAA Policy maintains an online information packet, a online information packet, a link of which is provided in link of which is provided in the selection letter from WFM the selection letter from WFM http://www.corporateservices.noaa.gov/~finance/RELO.html

Contact me via e-mail at Contact me via e-mail at deanna.m.stewart@noaa.gov or by phone at 206-526-4426.or by phone at 206-526-4426.

The Federal Travel The Federal Travel Regulations Regulations http://www.gsa.gov/Portal/gshttp://www.gsa.gov/Portal/gsa/ep/contentView.do?a/ep/contentView.do?contentType=GSA_OVERVIEcontentType=GSA_OVERVIEW&contentId=14161W&contentId=14161

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Wrap UpWrap Up