Recommended
More Related Content
Similar to 1047 travel entitlements and settlements v5 final_approved-1_dcs_final_1
Similar to 1047 travel entitlements and settlements v5 final_approved-1_dcs_final_1 (20)
Recently uploaded
Recently uploaded (20)
1047 travel entitlements and settlements v5 final_approved-1_dcs_final_1
- 1. Department Training Travel Entitlements and Settlements 1
- 2. Overview • References • Forms/Checklists • Defense Travel Management Office (DTMO) - Travel Policy • NSIPS Generated Travel Orders • Review, Assist, and Prepare Documents • Travel Voucher/Sub voucher • Dislocation Allowance (DLA) Statement • NAVPERS 1070/602 (Page 2) • Temporary Lodging Expense (TLE) Allowance Certification • TOPS Transactions • Common Issues • Best Practices/Lessons Learned • Conclusion 2Travel Entitlements and Settlements
- 3. References • Joint Travel Regulation (JTR) • Chapter 5, Permanent Duty Travel, Part A, Uniformed Members Only • Appendix G: Quick Reference Tables for Reimbursable and Non-Reimbursable Official Travel Expenses • DOD FMR Volume 9 • Chapter 6: Permanent Duty Travel • Chapter 8: Processing Travel Claims • MILPERSMAN 1070-270: NAVPERS 1070/062, Dependency Application/Record of Emergency Data • Defense Travel Management Office Website: http://www.defensetravel.dod.mil/ • Travel Tools • Training Resources • Travel Regulations and Allowances • Travel Programs and Assistance 3Travel Entitlements and Settlements
- 4. References (cont’d) • MILPCS Travel Claim Settlement SOP: https://mpte.portal.navy.mil/sites/NPC/pers2/PayEntitlement%20Services/T ravel%20Claim%20SOP.aspx • Other Associated SOPs • Receipt SOP https://mpte.portal.navy.mil/sites/NPC/pers2/Personnel%20Services/Re ceipts%20SOP.aspx • Page 2 SOP https://mpte.portal.navy.mil/sites/NPC/pers2/Personnel%20Services/Pa ge%202%20SOP.aspx 4Travel Entitlements and Settlements
- 5. Forms/Checklists • NPPSC 1320/10 Permanent Change of Station (PCS) Travel Checklist https://mpte.portal.navy.mil/sites/NPC/pers2/NPPSC%20InstructionsChecklists/NPPSC_1320.1B_10_PCS_TRAVEL_CHECKLIST. pdf • NPPSC 1320/11 Travel Electronic Funds Transfer Information https://mpte.portal.navy.mil/sites/NPC/pers2/NPPSC%20InstructionsChecklists/NPPSC_1320.1B_11_Travel_EFT__Info.pdf • DD1351-2 or DD1351-2C Travel Voucher or Subvoucher (Continuation Sheet) https://www.dtic.mil/whs/directives/forms/eforms/dd1351-2.pdf https://www.dtic.mil/whs/directives/forms/eforms/dd13512c.pdf • NPPSC 7220/3 Dislocation Allowance (DLA) Statement https://mpte.portal.navy.mil/sites/NPC/pers2/NPPSC%20InstructionsChecklists/NPPSC_7220_3_DISLOCATION_ALLOWANCE_S TATEMENT.pdf • NPPSC 7220/4 Temporary Lodging Expense (TLE) Allowance Certification https://mpte.portal.navy.mil/sites/NPC/pers2/NPPSC%20InstructionsChecklists/NPPSC_7220_4_TEMPORARY_LODGING_EXPE NSE_ALLOWANCE_CERTIFICATION.pdf 5Travel Entitlements and Settlements
- 6. Defense Travel Management Office (DTMO) - Travel Policy DTMO established and maintains a Travel Policy Compliance Program to ensure travel claims do not exceed reasonable or actual expenses, minimize inaccurate, unauthorized, overstated, inflated, or duplicated travel claims. The program: • Ensures travel claims are paid correctly • Assists with recouping funds for erroneous payments • Educates travelers and Authorizing Officials (AO’s) on travel policy • Alerts travelers to errors • Identifies travel trends • Identifies training needs • Identifies opportunities for greater controls 6Travel Entitlements and Settlements
- 7. NSIPS Travel Orders • Travel Claim Settlement starts with PCS orders: • Critically important that the Service Member’s orders are properly endorsed • Ensures that all Orders modifications are collected to support the Travel Claim Settlement • NSIPS Travel Orders required for: • PCS transfer of service members for unit moves (Homeport changes) • Unit’s Decommissioning • Base Realignment and Closure (BRAC) Moves • Overseas Tour Extension Incentive Program 7Travel Entitlements and Settlements Commanding Officers and Officers in Charge DO NOT have authorization to write command/field- generated PCS orders allocating CNPC appropriated funds outside the NSIPS order writing module.
- 8. NSIPS Travel Orders (cont’d) 8Travel Entitlements and Settlements Initial PCS Orders: • TDY Stops • ACC Codes • Special Instructions • Days authorized delay
- 9. NSIPS Travel Orders (cont’d) 9Travel Entitlements and Settlements Order Modification
- 10. Review, Assist and Prepare Documents 10Travel Entitlements and Settlements Follow SOPs step-by-step procedures • A complete travel claim package normally includes the following: • NPPSC 1320/10 Permanent Change Station (PCS) Travel Checklist • DD1351-2 Travel Voucher or Sub-voucher • DD1351-2C Travel Voucher or Subvoucher (Continuation Sheet), if required • NPPSC 1320/11 Travel Electronic Funds Transfer Information • Verified/updated Page 2 (a pen and ink change is acceptable) • Receipts over $75.00 • Itemized lodging, and rental car/Airline/transportation ticket receipts coordinated by SATO/CTO are ALWAYS required, regardless of amount. • Additional Documents/Forms may include • NPPSC 7220/3 Dislocation Allowance (DLA) Statement • NPPSC 7220/4 Temporary Lodging Expense (TLE) Allowance Certification
- 11. Review, Assist, and Prepare Documents (cont’d) 11Travel Entitlements and Settlements • PCS Travel Checklist, NPPSC 1320/10 • Accessible through SOP landing page
- 12. Review, Assist, and Prepare Documents (cont’d) 12Travel Entitlements and Settlements • Travel Electronic Funds Transfer, NPPSC 1320/11 • Accessible through SOP landing page
- 13. Travel Voucher/Subvoucher 13Travel Entitlements and Settlements
- 14. Travel Voucher/Subvoucher (cont’d) 14Travel Entitlements and Settlements
- 15. Travel Voucher/Subvoucher (cont’d) 15Travel Entitlements and Settlements DD Form 1351-2, Block 20 a. & b.
- 16. • Dislocation Allowance (DLA) options: • Single – with gov. quarters not assigned/available. • Single - members with dependent(s) who reside separately from their dependents and are not assigned quarters. • Dependents – required to establish a permanent residence and actually move dependent(s). • Note 1: For Single DLA for E6 and below on Shore duty: Entitlement for DLA will be approved only if it has been established that government quarters will not be assigned at the new permanent duty stations. • Note 2: DLA Eligibility restriction is a Service Member reporting to a ship, whose dependents do not execute travel in conjunction with the PCS orders, may not be paid DLA Single if the member chooses not to reside in assigned shipboard quarters and instead chooses to reside on the economy. Dislocation Allowance (DLA) Statement NPPSC 7220/3 16Travel Entitlements and Settlements
- 17. • If Dependent DLA is requested, pen and ink changes to the old Page 2 must be submitted. • The service member is required to establish a permanent residence and actually move dependent(s) in order to be eligible for “with Dependent” DLA. • The Service Member is solely responsible for the accuracy of the information provided on the Page 2. NAVPERS 1070/602 (Page 2) 17Travel Entitlements and Settlements
- 18. • TLE is authorized in conjunction with a PCS to a PDS. • For a PCS to CONUS PDS it cannot exceed a total of 10-days. • For a PCS to OCONUS, 5-days maximum periods is allowed. • TLE is not authorized to be paid on the same day the member and family are entitled to other per diem entitlements. • TLE entitlement documents include: • Certificate of Non-Availability (CNA) required from Navy Gateway Inns & Suites (NGIS). • Entitlement is limited to Navy Lodging cost if no CNA provided. • All paid daily itemized lodging receipts, showing zero balance. • TLE is normally authorized for temporary lodging obtained in the area in the vicinity of the old or new Permanent Duty Station; see JTR 5434.B for other authorized TLE locations. Temporary Lodging Expense (TLE) Allowance Certification NPPSC 7220/4 18Travel Entitlements and Settlements
- 19. • PSD/Travel Processing Center (TPC) • Receive the travel claim package as one scanned attachment which includes the PCS travel checklist, the travel voucher and all other forms previously discussed. • The Travel claim must be submitted by the command via TOPS within five working days after completion of service member’s travel. • Reimbursement by the Travel Section or TPC is made within 30 days of receipt of the travel claim package. • NPPSC guidelines for “CLOSING” actions for latency issues in TOPS: • Initial submission with No File Attachment or Action Request or considered to be a duplicate submission, can be closed immediately with appropriate remarks to the CPC. • Status update that is a “CPC Action” with no response or feedback from the CPC within 7 working days can be closed with appropriate remarks to the CPC. • PSD initiated correspondence to the CPC/Customer Command (No Response/No CPC assigned) can be closed based upon PSD discretion with appropriate recorded contact efforts/remarks to CPC. TOPS Transactions 19Travel Entitlements and Settlements
- 20. Common Issues • Missing Initial and all modifications of PCS orders. • Travel Itinerary does not match orders and intermediate stops. • Personnel receiving advance travel payments are not accounting for ALL travel advances received. • Dislocation Allowance (DLA) Statement is not completely filled out or not included with the TOPS transaction. • Page 2 (pen and inked) with current signature and date is not provided. • Temporary Lodging Expense (TLE) certificate is not complete. • Overpayment of travel advances occurs when members don’t move their dependents at the time of their transfer and subsequently elect to do so at a later date. • Missing Stamp/Endorsement indicating “single quarters” are not assigned. 20Travel Entitlements and Settlements
- 21. Best Practices/Lessons Learned • A Travel Claim Checklist is necessary for each travel claim submitted. • Initial Orders and all modifications are required. Ensure that all stamps and endorsements on orders (both front and back) are legible and included with the claim package. • Page 2 – If dependents moved (Pen and ink changes on old Page 2 with member’s new signature and date) • A Dislocation Allowance (DLA) Statement is required, even if an advance was paid. • Eligible members requesting single DLA must be approved to reside off base and obtain a stamp/endorsement from the barracks stating they do not reside in government quarters. 21Travel Entitlements and Settlements
- 22. Best Practices/Lessons Learned (cont’d) • All lodging and or reimbursable receipts submitted from any TDY stop are required, showing a zero balance, even if an advance was paid • If a promotion or advancement occurs during the PCS move ensure the correct rate of DLA is paid to the new paygrade. • Verify the travel entitlement for “Secondary” dependents are included, if applicable. • Ensure the Owner/Operator block is checked if driving POV. • Use our Standard Operating Procedures (SOPS) on the PERS 2 MPTE portal for step by step guidance. 22Travel Entitlements and Settlements ALWAYS protect Personally Identifiable Information (PII).
- 23. Conclusion 23Travel Entitlements and Settlements
Editor's Notes
- INSTRUCTOR: Today’s training topic is: Travel Entitlements and Settlements. This presentation will be concentrating on Travel Claim Preparation. Slide 2
- INSTRUCTOR: Overview: Here is an Overview of what I will be discussing today. (allow a few seconds for audience to review slide….then: ) The intent of this training is to review your basic clerk roles and responsibilities pertaining to Travel Claim preparation and procedures, especially for those members who are currently settling their Permanent Change of Station (PCS) orders. The concept of this training was based on a "Back to the Basics" approach and the level of training was to be specifically designed for new GS personnel, new contractor personnel, and junior PS personnel within our detachments, the fleet and Navy-wide PS community. Yes, more senior personnel will find the training basic, but as fast as things evolve in our personnel, pay and passenger transportation world, it is always a good practice to provide a refresher on the basics. This training reviews the corresponding directives, tools, and procedures involved in the entire travel settlement process. This review will cover common issues, best practices and lessons learned from inputs throughout the NPPSC global network. As a PSD clerk associated with PCS travel settlements, YOU are a very important link in the chain of PASS support. Your role requires you to work closely with your associates within the PSD network to ensure all aspects of pay and personnel support are accomplished. You must also keep a close liaison with your CPCs by keeping them informed of policy changes that impact pay, personnel, and transportation entitlements; thereby greatly enhancing the quality of service we provide to our Navy personnel. Most importantly, this training is primarily designed to provide you the essential knowledge to assist you in using the SOP. Slide 3
- Instructor: References. The primary references for Travel Entitlements, Policies and Procedures are: The Joint Travel Regulations (JTR), Chapter 5, Part A contains per diem, travel and transportation allowances, relocation allowances, and other allowances for traveling military members, DoD employees, and civilians and their dependents using DoD funds. Appendix G refers specifically with PCS travel entitlements DOD FMR Volume 9, Chapter 6 provides general policy for the preparation, submission, and processing of permanent duty travel claims. Chapter 8 provides general policy to travelers for the preparation, submission, and processing of travel claims for electronic submission through the Defense Travel System (or DTS), and for permanent duty travel and temporary duty travel forms for hard-copy submission. MILPERSMAN 1070-270 provides the criteria for a member’s Page 2 verification and the supporting documentation required to update a Service Member’s Page 2. Defense Travel Management Office Website provides the information on Travel Tools, Training Resources, Travel Regulations and Allowances, and Travel Programs and Assistance. Slide 4
- Instructor: In addition to the primary references mentioned on the previous slide, we also have the Military PCS Travel Claim Settlement SOP, which provides the prevailing guidance to the CPC and Service Member in their specific roles, requirements and responsibilities, and guides them on how to prepare a completed travel claim package. In addition to the MILPCS Travel Claim Settlement SOP which addresses the submission of the Travel Claim package to the supporting PSD travel section or TPC, we also have other associated SOPs like the Receipts SOP and the Page 2 SOP, which detail complete receipt processing requirements. Slide 5
- Instructor: Forms and Checklists The following forms and checklists can be located on the MPTE PERS 2 NPPSC portal in the Travel Claim SOP and are the required forms that the member has to complete prior to submitting their claims to the PSD Travel Section or to the TPC. “Wait for 5 seconds and begin explaining the forms” NPPSC 1320/10 Permanent Change Station (PCS) Travel Checklist is the form used to accompany the Travel Claim package. NPPSC 1320/11 Travel Electronic Funds Transfer Information is used to deposit the travel settlement reimbursement in a EFT/Direct Deposit account. DD 1351-2 or 2C Travel Voucher or Sub-voucher establishes the traveler’s itinerary in addition to other necessary information. They will be discussed in much greater detail in this session. NPPSC 7220/3 Dislocation Allowance (DLA) Statement would be included to document a Service Members’ request for Single or With Dependent DLA entitlement. NPPSC 7220/4 – Temporary Lodging Expense (TLE) Allowance Certification is required if the Service Member requires settlement of a TLE entitlement. Slide 6
- INSTRUCTOR: Defense Travel Management Office (DTMO) - Travel Policy As a clerk, you also need to know who sets policy for DOD travel. The Defense Travel Management Office, or DTMO established and maintains a Travel Policy Compliance Program to ensure travel claims do not exceed reasonable or actual expenses, and minimizes inaccurate, unauthorized, overstated, inflated, or duplicated travel claims. The program: Ensures travel claims are paid in accordance with regulations Recoups funds for erroneous payments Educates travelers and AO’s on travel policy Alerts travelers to errors before being identified through the audit process Identifies travel trends, training needs, and opportunities for greater controls in the future Slide 7
- INSTRUCTOR: NSIPS Travel Orders I will now discuss NSIPS Travel Orders. To settle a PCS travel claim, PCS orders are required. It is critically important that the Service Member’s PCS orders are properly endorsed upon arrival (date - time stamp). Also make sure that any Order modifications are received to support the Travel Claim Settlement process. This will allow the PSD to accurately compute leave, travel and proceed time status in conjunction with the Member’s Activity Gain process. NAVADMIN 244/14 announced the rollout of the NSIPS order writing module (PCS-R), used to generate all orders authorizing PCS transfer of members for unit moves, unit decommissioning, base realignment and closures, overseas tour extension incentive program, and enlisted separation and retirements. All other PCS orders will be written by the NPC detailer. This NAVADMIN also canceled the Separation Transfer Orders (STO) Form (NAVPERS 1900/2). Commanding Officers and Officers in Charge do not have authorization to write command/field-generated PCS orders allocating CNPC appropriated funds outside the NSIPS order writing module. Any order utilizing CNPC funds shall be written in CNPC order writing systems or NSIPS. Slide 8
- INSTRUCTOR: This is an example of initial PCS orders (wait for 5 seconds for audience to read, then)… When reviewing PCS orders, verify the following: Intermediate Activity assignments (TDY stops) ACC codes. Special instructions are associated with travel reimbursements, authorizations for rental car, type of per diem, lodging, etc. Number of days authorized for delay in reporting usually listed as authorized days of leave, proceed time, or travel time. Slide 9
- INSTRUCTOR: This is an example of an Order Modification to initial PCS orders (wait for 5 seconds for audience to read, then)… A PCS Order Modification is required to be submitted because it provides additional information that changes the initial set of orders that will affect how the travel claim is settled. Slide 10
- INSTRUCTOR: Review, Assist, and Prepare Documents The MILPCS Travel Claim Settlement SOP describes the review, assist, and preparation of documents process to support a PCS Travel Claim for settlement. The steps in the SOP and using the Travel Claim checklist are necessary to be able to submit a complete, accurate travel claim package. Note: Non-receipt of a travel claim checklist is NOT cause to reject or return an otherwise complete travel claim package. Common Documents and Forms included in a complete travel claim package are shown on this slide. (Allow time for audience to read the slide, then…) Slide 11
- INSTRUCTOR: This slide shows the PCS Travel Checklist, NPPSC 1320/10 The PCS Travel Checklist, is used as a guide to ensure travel claim is properly prepared and all the required supporting receipts and documentation are provided prior to submission of the travel claim via TOPS. As with all other NPPSC forms, this form is readily accessible through the links in the SOP itself, or from links on the SOP main landing page. The most important things to do are: Ensure to review the PCS orders and order modifications, if applicable. Ensure that all stamps and endorsements on orders (both front and back) are legible and included with the package. Ensure that you have all lodging receipts and all other receipts that are required to support reimbursements. Slide 12
- INSTRUCTOR: This slide shows the EFT Form, NPPSC 1320/11 The Travel EFT Form is used to provide bank information provided by the Service Member on what bank the travel reimbursement will be deposited to. As with all NPPSC forms, this form is readily accessible through links within the SOP itself, or from links on the SOP main landing page. It is VERY important that when this form is submitted, ensure that the following information is legible and correct: Bank Name, Routing Number, Account Number, and the Type of Account: Checking or Savings. Slide 13
- INSTRUCTOR: This slide shows the Travel Voucher DD1351-2 and Sub-voucher DD1351-2C. The Travel Voucher and Sub-voucher must be filled out properly and legibly in order for the travel claim to be settled timely and computed accurately. Incorrect, poor preparation in completing the form can result in an overpayment or underpayment of a travel claim or otherwise could cause a delay in the travel claim settlement. I will now discuss block-by-block, what is necessary to have an accurate and complete DD 1351-2 and 2C: Block 3 Grade: Travel entitlement is based upon member’s permanent grade. Block 5 Type of Payment: must have all types of payments being requested identified (e.g., if requesting DLA, then the DLA block must be checked.) Block 6 Address: requires the new address for the member. Include e-mail address in block 6e. Block 9 Previous Advances: Must include all travel advances from the old PDS to the new PDS paid to the member Block 12 Dependents: is required to be filled in if dependents relocated. Note: If dependents concurrently travel with Service Member, then dependents must be listed in Block 12 of DD 1351-2. If dependents traveled separately, Service Member needs to complete a new DD 1351-2, once they relocate. Block 13 Dependent Address on Receipt of Orders: must be the address of the dependents upon receipt of the orders. This should match the address on the previous Page 2. Block 14 Have Household Goods Been Shipped: must be checked if applicable. A DITY move is considered a government move. Will continue on the next slide. Slide 14
- INSTRUCTOR: Block 15 Itinerary: must be the complete itinerary from the last PDS to the new PDS including all “I-stops.” If departing from a ship at sea, start with USS XXX (at sea), then list the first land area. Note: The correct “Means/Mode of Travel and Reason for Stop Codes” for Block 15. c. is provided on the back of the DD form 1351-2. Block 16 POC Travel: Check if travel was performed as driver or as a passenger. Block 18 Reimbursable Expenses: must contain all reimbursable travel and transportation expenses for settlement. For a list of reimbursable expenses, refer to JTR Appendix G, as required. Will continue on the next slide. Slide 15
- INSTRUCTOR: Block 20. a. and b. Claimant Signature and Date: Ensure that the Service Member signs and dates the DD1351-2. Ensure the required PCS orders and all order modifications, receipts, statements, justifications, etc., are attached to the travel claim, using block 29 on back side of DD1351-2 – NOT SHOWN – for additional remarks. Slide 16
- INSTRUCTOR: This slide shows the Dislocation Allowance (DLA) Statement form NPPSC 7220/3. One of the most important travel forms to be submitted is the Dislocation Allowance Statement Form which is used to claim PCS DLA entitlement. Always review the DLA Statement for accuracy per JTR Chapter 5 Section 10 Permanent Duty Travel, Dislocation Allowance. As with all NPPSC forms, this form is readily accessible through links within the SOP or from the SOP main landing page. The DLA Statement Form has options for the following: • Single member not assigned Government Quarters or GQ are NOT available at the PDS. • Member who has dependent(s) residing separately from the member’s PDS is considered as a Geographic Bachelor and is NOT assigned GQ at the current PDS. • Member with dependent who establishes a permanent residence, relocates with the family or move their dependent to a designated location, if authorized. Note 1: Single DLA is authorized for E6 and below on Shore Duty if it has been established and certified by the gaining command that government quarters will NOT be assigned at the new PDS. Note 2: DLA Eligibility restriction: JTR 5442P states that if a member reporting to a ship, and the member’s dependents do NOT execute travel in conjunction with those PCS orders, the member may not be paid Single DLA -- even if they choose NOT to reside aboard the shipboard quarters, and instead choose to reside on the economy. Slide 17
- INSTRUCTOR: NAVPERS 1070/602 (Page 2) One of the Key Supporting Documents (KSDs) required to pay Dislocation Allowance is an updated Page 2 that is completed during the Receipts process. If Dependent DLA is requested, a pen and ink change to the old Page 2 indicating the new address of the dependents is acceptable while awaiting for the updated page 2. Service member is required to establish a permanent residence and actually relocate their dependent(s) in order to be eligible for the “with Dependent” DLA rate. The Service Member is solely responsible for the accuracy of the updated Page 2, particularly the dependents’ address information. Slide 18
- INSTRUCTOR: This slide shows the Temporary Lodging Expense (TLE) Allowance Certification form NPPSC 7220/4 The Temporary Lodging Expense Allowance Certification form is required if the Service Member requests payment of the TLE entitlement. As with all NPPSC forms, this form is readily accessible through links within the SOP or from the SOP main landing page. TLE is authorized in conjunction with PCS orders due to change in a permanent duty station. The maximum authorized days of TLE entitlement are: For a PCS to CONUS transfer, 10 days. For a PCS to OCONUS transfer, 5 days. TLE is NOT authorized to be paid for the days that the member is also being paid Per Diem. TLE entitlement documentation requirements include: A Certificate of Non-availability (CNA) is required from Navy Gateway Inns & Suites (NGIS) to confirm that Navy Lodge (primary) and NGIS (secondary) lodging is NOT available for use to support off base economy lodging expense. Reimbursement for lodging is limited to the Government lodging cost if no CNA is provided. All paid daily itemized lodging receipts must show a zero balance amount due. TLE is normally authorized for temporary lodging obtained in the area in the vicinity of the old or new Permanent Duty Station; see JTR 5434.B for other authorized TLE locations. Slide 19
- INSTRUCTOR: TOPS Transactions I will now discuss the TOPS transaction process in relation to travel claims. PSD Travel Section or TPC is to receive the travel claim package as one scanned document. A PCS travel claim needs to be submitted within five working days of reporting to the PDS. Travel reimbursement will be made within 30 days of receipt of a properly completed travel claim. After the Travel Claim is submitted via TOPS to the PSD Travel Section or TPC, CPCs should be responsive to your requests for any additional information and/or clarification regarding the travel claim submitted. The following are the NPPSC guidelines are for “CLOSING” actions for untimely responses to TOPS additional information requests: Initial submission with No File Attachment or Action Request, or considered to be a duplicate submission can be closed immediately with appropriate remarks to CPC. Status update that is a “CPC Action” with no response or feedback from the CPC within 7 working days can be closed with appropriate remarks to CPC. PSD-initiated correspondence to the CPC or Customer Command indicating “No Response or No CPC assigned” can be closed based upon PSD discretion with appropriate contact efforts and remarks to CPC. Slide 20
- INSTRUCTOR: Common Issues Here are some of the common issues or mistakes encountered when processing a travel claim package: Missing initial or modifications of PCS orders. Itinerary does not match orders and I-stops. All travel advances are not being accounted for on the Travel Voucher. Dislocation Allowance (DLA) Statement is not completely filled out or included with the package. Pen and inked Page 2 with current signature and date is not provided. Temporary Lodging Expense (TLE) certificate is incomplete. Overpayment of travel advances when member doesn’t move their dependents at the time of their transfer and subsequently elect to do so at a later date. Missing endorsement indicating “single quarters” are NOT assigned. Slide 21
- INSTRUCTOR: Best Practices and Lessons Learned A Travel Claim Checklist is necessary for each travel claim. Initial Orders and all modifications are required. Ensure that all stamps and endorsements on orders (both front and back) are legible and are included with the travel claim package. Page 2 – If dependents moved (Pen and ink changes on old Page 2 with member’s new signature and date is acceptable) A Dislocation Allowance (DLA) Statement is required. Eligible members requesting single DLA must be approved to reside off-base and obtain barracks endorsement stating they DO NOT reside in government quarters. Slide 22
- INSTRUCTOR: All lodging and or reimbursable receipts submitted from any TDY stop are required, showing a zero balance. If a promotion or advancement occurs during the PCS move, ensure the correct rate of DLA is paid. Verify the travel entitlement for Secondary dependents are included, if applicable. Ensure the Owner/Operator block is checked, if driving POV. Refer to our SOPs for detailed guidance on Travel Claim settlement. ALWAYS protect PII. Slide 23
- INSTRUCTOR: Please email your questions/concerns/critiques to: PERS23_Admin@navy.mil with the subject line: “TRAINING QUESTION/CONCERN” THANK YOU for taking your valuable time to participate in today’s DCS training session.