1. Permanent Change ofPermanent Change of
StationStation
Entitlements &Entitlements &
ProceduresProcedures
Deanna ThomasDeanna Thomas
June 2016June 2016
2. 06/23/16 2
Preparing PCS Travel OrdersPreparing PCS Travel Orders
Where to turn for GuidanceWhere to turn for Guidance
Forms, Forms, and More FormsForms, Forms, and More Forms
EntitlementsEntitlements
Discretionary CostsDiscretionary Costs
Filing for ReimbursementFiling for Reimbursement
Home Sale and/or PurchaseHome Sale and/or Purchase
RITARITA
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AcronymsAcronyms
Glossary 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 SubsistenceTQSE” – 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 AuthorizationCD-150 – Request for Authorization
of Relocation Expensesof Relocation Expenses
CD-29 – Official Travel OrderCD-29 – Official Travel Order
CD-370 – Travel Voucher (CD-370 – Travel Voucher (PCSPCS
vouchers are not entered in Travelvouchers are not entered in Travel
ManagerManager))
CD-371 – Reimbursement RequestCD-371 – Reimbursement Request
for Real Estate Transactionsfor Real Estate Transactions
CD-372 – Expense Record forCD-372 – Expense Record for
TQSETQSE
5. The ProcessThe Process
You’re tasked with preparing PCS Travel Orders…You’re tasked with preparing PCS Travel Orders…
Review the CD-150 from the Employee/New HireReview the CD-150 from the Employee/New Hire
Is this aIs this a New HireNew Hire (First Duty Station)(First Duty Station) oror TransfereeTransferee (Permanent(Permanent
Change of Station)?Change of Station)?
Ensure Sections I, II, and III are Completed;Ensure Sections I, II, and III are Completed;
Has the Workforce Management Specialist who Hired theHas the Workforce Management Specialist who Hired the
Employee Signed the “Signature and Title of Appointing Official”Employee Signed the “Signature and Title of Appointing Official”
Block?Block?
Are There Dependents Relocating?Are There Dependents Relocating?
Is a House Hunt and/or Temporary Quarters Requested? WillIs a House Hunt and/or Temporary Quarters Requested? Will
Your Agency Approve Either?Your Agency Approve Either?
Does the Employee Wish to use Third Party RelocationDoes the Employee Wish to use Third Party Relocation
Contractor Services?Contractor Services?
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6. Gathering Information for OrderGathering Information for Order
ProcessingProcessing
Prepare and Complete the RelocationPrepare and Complete the Relocation
Expense WorksheetExpense Worksheet
Use the link found on the NOAA PCSUse the link found on the NOAA PCS
webpagewebpage
The Employee Must Complete at least Section IThe Employee Must Complete at least Section I
“General Information”“General Information”
Fill in the Blanks and Allow the Formulas toFill in the Blanks and Allow the Formulas to
Calculate the EstimateCalculate the Estimate
Discretionary Costs like aDiscretionary Costs like a House HuntHouse Hunt andand TemporaryTemporary
QuartersQuarters May orMay or May NotMay Not be Approved (Agencybe Approved (Agency
Discretion for Transferees – Must be In Gov’s Interest)Discretion for Transferees – Must be In Gov’s Interest)
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7. 06/23/16 7
The Relocation ExpenseThe Relocation Expense
WorksheetWorksheet
Employees – CompleteEmployees – Complete
Section I OnlySection I Only
Use the Excel SpreadsheetUse the Excel Spreadsheet
with Formulas Already inwith Formulas Already in
Place to Complete thePlace to Complete the
Remaining PagesRemaining Pages
8. Next StepsNext Steps
Send a Completed Permanent Change ofSend a Completed Permanent Change of
Station Worksheet to Move ManagementStation Worksheet to Move Management
Inc (MMI)Inc (MMI)
MMI will Provide You With an Estimate for theMMI will Provide You With an Estimate for the
Shipment and Storage of House Hold GoodsShipment and Storage of House Hold Goods
(HHG)(HHG)
MMI will Contact the Transferee/New Hire toMMI will Contact the Transferee/New Hire to
Arrange Shipment & Storage of HHGArrange Shipment & Storage of HHG
Follow Up With the CD-29 Once Prepared so MMIFollow Up With the CD-29 Once Prepared so MMI
is Authorized to Move the Employee’s HHGis Authorized to Move the Employee’s HHG
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9. Next Steps (cont.)Next Steps (cont.)
Complete the CD-29Complete the CD-29
Send the CD29, CD150 & EstimatedSend the CD29, CD150 & Estimated
Relocation Expense Worksheet to WOBRelocation Expense Worksheet to WOB
WOB Will:WOB Will:
Enroll Transferees Requesting the Use of ThirdEnroll Transferees Requesting the Use of Third
Party in the BVO and/or Destination ServicesParty in the BVO and/or Destination Services
Obligate the Travel Orders into the RelocationObligate the Travel Orders into the Relocation
Manager program and Approve the Obligation inManager program and Approve the Obligation in
CBSCBS
Process and Pay Invoices and Vouchers andProcess and Pay Invoices and Vouchers and
Calculate RITACalculate RITA
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10. 06/23/16 10
Check the Travel OrderCheck the Travel Order
Make Sure:Make Sure:
The SSNThe SSN Has NotHas Not BeenBeen
Recorded.Recorded.
Each Family Member WhoEach Family Member Who
is Relocating is Specificallyis Relocating is Specifically
Listed in Block 5.Listed in Block 5.
House Hunting ifHouse Hunting if
Requested is Authorized inRequested is Authorized in
block 15 and Includes theblock 15 and Includes the
Maximum # of Days.Maximum # of Days.
The Number of DaysThe Number of Days
Authorized for TQSE andAuthorized for TQSE and
Temp Storage is SpecifiedTemp Storage is Specified
in Block 15.in Block 15.
““Use of Third Party” isUse of Third Party” is
Listed if Requested.Listed if Requested.
11. How To File for ReimbursementHow To File for Reimbursement
Complete a CD-370Complete a CD-370
Each Time ExpensesEach Time Expenses
Are ClaimedAre Claimed
Obtain ApprovingObtain Approving
Official Signature onOfficial Signature on
CD-370CD-370
Submit with ReceiptsSubmit with Receipts
(TQ Only When(TQ Only When
Single Purchase >Single Purchase >
$75) to the WOB$75) to the WOB
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12. A Word About Temp QtrsA Word About Temp Qtrs
TQTQ is Notis Not an Entitlementan Entitlement
Requests for Additional Days in TQ Must be Made in Writing by theRequests for Additional Days in TQ Must be Made in Writing by the
Employee at Least 10 days Before the End of the Authorized PeriodEmployee at Least 10 days Before the End of the Authorized Period
Unlike En Route Travel, TQ is Based on Exact Meal Costs, Not toUnlike En Route Travel, TQ is Based on Exact Meal Costs, Not to
Exceed the Per Diem Rate (see the Relocation Expense WorksheetExceed the Per Diem Rate (see the Relocation Expense Worksheet
for Calculating the Maximum Allowance)for Calculating the Maximum Allowance)
Receipts are Required for any Individual Cost > $75.00 and for allReceipts are Required for any Individual Cost > $75.00 and for all
Lodging Regardless of AmountLodging Regardless of Amount
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13. The Transferee Files RealThe Transferee Files Real
EstateEstate
When RELO DirectWhen RELO Direct
isis NotNot usedused
File a CD-370 andFile a CD-370 and
CD-371 (Both ofCD-371 (Both of
Which Must beWhich Must be
Signed by theSigned by the
Approving OfficialApproving Official
Include the ClosingInclude the Closing
Documents from theDocuments from the
Settlement CompanySettlement Company
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14. 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 ApplicationFHA 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 & TransferMortgage & Transfer
TaxesTaxes
Owners Title InsuranceOwners Title Insurance
PolicyPolicy
Property Inspection FeesProperty Inspection Fees
when required by lenderwhen required by lender
Other reasonable andOther reasonable and
customary feescustomary fees06/23/16 14
15. 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 ApplicationFHA or VA Application
FeeFee
Inspection ExpensesInspection Expenses
when Required by Lenderwhen Required by Lender
Attorney’s Fees whenAttorney’s Fees when
Reasonable andReasonable and
CustomaryCustomary
Credit ReportCredit Report
Mortgage Title PolicyMortgage Title Policy
Escrow Agent’s FeeEscrow Agent’s Fee
State Revenue StampsState Revenue Stamps
Mortgage and TransferMortgage and Transfer
TaxesTaxes
Mortgage Title InsuranceMortgage Title Insurance
PolicyPolicy
Construction ExpensesConstruction Expenses
CertificationsCertifications
06/23/16 15
16. Withholding Tax Allowance (WTA) &Withholding Tax Allowance (WTA) &
Relocation Income Tax Allowance (RITA)Relocation Income Tax Allowance (RITA)
A Withholding TaxA Withholding Tax
Allowance (WTA) isAllowance (WTA) is
Added to EachAdded to Each
Transferee’s VoucherTransferee’s Voucher
Claim to Cover theClaim to Cover the
Transferees ExpectedTransferees Expected
Tax Liability as a ResultTax Liability as a Result
of the Move “Income”.of the Move “Income”.
The Tax Year FollowingThe Tax Year Following
Receipt of the WTA, aReceipt of the WTA, a
Relocation Income TaxRelocation Income Tax
Allowance Voucher isAllowance Voucher is
Due.Due.
WOB Staff will InformWOB Staff will Inform
Eligible TransfereesEligible Transferees
who are Entitled to Filewho are Entitled to File
a RITA.a RITA.
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18. Deobligate After Claims?Deobligate After Claims?
As vouchers are prepared and routed for approval,As vouchers are prepared and routed for approval,
determining ifdetermining if thisthis voucher is a final voucher can help freevoucher is a final voucher can help free
up money when the voucher is processed.up money when the voucher is processed.
Stamping documents with “This is the Final voucher forStamping documents with “This is the Final voucher for
________ (en route, temp qtr, etc), please deobligate________ (en route, temp qtr, etc), please deobligate
excess funds” and having a budget person sign it wouldexcess funds” and having a budget person sign it would
give me authority to deobligate funds after processing thegive me authority to deobligate funds after processing the
voucher.voucher.
Review CBS for payments and reduce object classes thatReview CBS for payments and reduce object classes that
are complete versus waiting until the end of mo/qtr/year.are complete versus waiting until the end of mo/qtr/year.
06/23/16 18
20. 06/23/16 20
When You Have QuestionsWhen You Have Questions
NOAA Policy Maintains an OnlineNOAA Policy Maintains an Online
Information Packet, a Link ofInformation Packet, a Link of
Which is Provided in the SelectionWhich is Provided in the Selection
Letter from WFMLetter from WFM
http://www.corporateservices.noaahttp://www.corporateservices.noaa
.gov/~finance/RELO.html.gov/~finance/RELO.html
New Google Drive FoldersNew Google Drive Folders
Contact me or Alana via e-mail atContact me or Alana via e-mail at
deanna.thomas@noaa.gov or bydeanna.thomas@noaa.gov or by
Phone at 206-526-4426Phone at 206-526-4426
or alana.r.stillwell@noaa.gov or byor alana.r.stillwell@noaa.gov or by
Phone at 206-526-6044Phone at 206-526-6044.
The Federal Travel RegulationsThe Federal Travel Regulations
