1. Permanent Change ofPermanent Change of
StationStation
Entitlements &Entitlements &
ProceduresProcedures
Deanna ThomasDeanna Thomas
May 2016May 2016

2. 05/19/16 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

4. 05/19/16 4
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 (PCSCD-370 – Travel Voucher (PCS
vouchers are not entered in Travelvouchers are not entered in Travel
Manager)Manager)
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 a New Hire (First Duty Station) or Transferee (PermanentIs this a New Hire (First Duty Station) or Transferee (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 traveling?Are there dependents traveling?
 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?
05/19/16 5

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 a House Hunt and TemporaryDiscretionary costs like a House Hunt and Temporary
Quarters may or may not be approved (agency discretionQuarters may or may not be approved (agency discretion
for transferees)for transferees)
05/19/16 6

7. 05/19/16 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 in placewith formulas already in place
to complete the remainingto complete the remaining
pagespages

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 MMI isFollow up with the CD-29 once prepared so MMI is
authorized to move the employees HHGauthorized to move the employees HHG
05/19/16 8

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
05/19/16 9

10. 05/19/16 10
Check the Travel OrderCheck the Travel Order
Make Sure:Make Sure:
The SSN has not beenThe SSN has not been
recorded.recorded.
Each family member who isEach family member who is
relocating is specifically listedrelocating is specifically listed
in block 5.in block 5.
House Hunting if requested isHouse Hunting if requested is
authorized in block 15 andauthorized in block 15 and
includes the maximum # ofincludes the maximum # of
days.days.
The number of daysThe number of days
authorized for TQSE andauthorized for TQSE and
Temp Storage is specified inTemp Storage is specified in
block 15.block 15.
Use of Third Party is listed ifUse of Third Party is listed if
requestedrequested

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
to the WOBto the WOB
05/19/16 11

12. A Word About Temp QtrsA Word About Temp Qtrs
TQ is not an entitlementTQ is not an 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 costs)for calculating costs)
Receipts are required for any individual cost over $75.00 and for allReceipts are required for any individual cost over $75.00 and for all
lodging regardless of amountlodging regardless of amount
05/19/16 12

13. The Transferee Files RealThe Transferee Files Real
EstateEstate
When Brookfield isWhen Brookfield is
not usednot used
File a CD-370 andFile a CD-370 and
CD-371 (both ofCD-371 (both of
which must be signedwhich must be signed
by the Approvingby the Approving
OfficialOfficial
Include the HUDInclude the HUD
Settlement StatementSettlement Statement
05/19/16 13

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 fees05/19/16 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
05/19/16 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.tax liability.
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 transferees whoeligible transferees who
are entitled to file aare entitled to file a
RITA.RITA.
05/19/16 16

17. Excess Funds? DeobligateExcess Funds? Deobligate
05/19/16 17

18. New: Deob Request FormNew: Deob Request Form
05/19/16 18

19. 05/19/16 19
When You Have QuestionsWhen You Have Questions
NOAA Policy maintains an onlineNOAA Policy maintains an online
information packet, a link of whichinformation packet, a link of which
is provided in the selection letteris provided in the selection letter
from WFMfrom WFM
http://www.corporateservices.noaahttp://www.corporateservices.noaa
.gov/~finance/RELO.html.gov/~finance/RELO.html
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

20. 05/19/16 20
Wrap UpWrap Up