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Permanent Change of Station Entitlements & Procedures

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

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Permanent Change of Station Entitlements & Procedures

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

  2. 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. Acronyms • Glossary of terms • “BVO” – Buyer Value Option • “CONUS” – Continental United States • “HHG” – House Hold Goods • “MEA” – Miscellaneous Expense Allowance • “PCS” – Permanent Change of Station • “RITA” – Relocation Income Tax Allowance • “TQSE” – Temporary Quarters Subsistence Expense • “WTA” – Withholding Tax Allowance • “WOB” – Western Operations Branch

  4. 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. 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. 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 • Request HHG Shipment & Storage • Moving Company will: • Contact you to arrange Shipment & Storage of HHG • Deanna Stewart will: • Enter you into Prudential’s BVO Program if requested on CD-150

  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

  10. You’ve 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

  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

  12. Selling or Buying on Your Own When you don’t use Prudential • File a CD-370 and CD-371 (both of which must be signed by the Approving Official • Include your HUD Settlement Statement

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

  14. Reimbursable Real Estate Expenses - PURCHASE • Appraisal Fees • Legal and Related Costs • Lender’s Appraisal Fee • Loan Origination Fee • FHA or VA Application Fee • Inspection expenses when required by lender • Attorney’s Fees when reasonable and customary • Credit Report • Mortgage Title Policy • Escrow Agent’s Fee • State Revenue Stamps • Mortgage and Transfer Taxes • Mortgage Title Insurance Policy • Construction Expenses • Certifications

  15. When You Have Questions • NOAA Policy maintains an online information packet, a link of which is provided in the selection letter from WFM http://www.corporateservices.noaa.gov/~finance/RELO.html • Contact me via e-mail at deanna.m.stewart@noaa.gov or by phone at 206-526-4426. • The Federal Travel Regulations http://www.gsa.gov/Portal/gsa/ep/contentView.do?contentType=GSA_OVERVIEW&contentId=14161

  16. Wrap Up

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