6509.33_302-2 Page 1 of 4 FOREST SERVICE HANDBOOK ALASKA REGION (REGION 10) JUNEAU, ALASKA FSH 6509.33 – FEDERAL TRAVEL REGULATION CHAPTER 302 – RELOCATION ALLOWANCES PART 302-2 – EMPLOYEE ELIGIBILITY REQUIREMENTS Supplement No.: R-10 6509.33-2014-2 Effective Date: 9/11/2014 Duration: This supplement is effective until superseded or removed. Approved: Beth G. Pendleton Regional Forester Date Approved: 9/11/2014 Posting Instructions: Supplements are numbered consecutively by Handbook number and calendar year. Post by document; remove the entire document and replace it with this supplement. Retain this transmittal as the first page(s) of this document. The last R-10 supplement to this Handbook was 6509.33-2013-2 to part 302. New Document 6509.33_302-2 4 Pages Superseded Document(s) by Issuance Number and Effective Date 6509.33_302-2, 5/7/2013 4 Pages Digest: Update 302-2 Exhibit 01, Example of Form R10-FS-6500-002, Initial Overseas Employment Agreement. R-10 SUPPLEMENT 6509.33-2013-2 EFFECTIVE DATE: 05/07/2013 DURATION: This supplement is effective until superseded or removed. 6509.33_302-2 Page 2 of 4 FSH 6509.33 – FEDERAL TRAVEL REGULATION CHAPTER 302 – RELOCATION ALLOWANCES PART 302-2 – EMPLOYEE ELIGIBILITY REQUIREMENTS Subpart B – Agency Responsibilities 302-2.100 What internal policies must we establish before authorizing a relocation allowance? Before authorizing a relocation allowance, the agency must set internal policies that determine: (g) How you will ensure that all relocating employees and recruits sign a duplicate reimbursement disclosure statement, which is to be incorporated into their relocation service agreements (see Federal Travel Regulation section 302-2.21): Employees, new appointees and student trainees must sign R10-FS-6500-0002, Initial Overseas Employment Agreement, attesting to the duplicate reimbursement statement. See section 302-2, exhibit 01 for an example of a completed form R10-FS-6500-0002. The approving officer (Director of Albuquerque Service Center, Budget and Finance (ASC B&F)) shall ensure that all relocating employees and recruits sign the proper forms prior to authorizing relocation travel. R-10 SUPPLEMENT 6509.33-2013-2 EFFECTIVE DATE: 05/07/2013 DURATION: This supplement is effective until superseded or removed. 6509.33_302-2 Page 3 of 4 FSH 6509.33 – FEDERAL TRAVEL REGULATION CHAPTER 302 – RELOCATION ALLOWANCES PART 302-2 – EMPLOYEE ELIGIBILITY REQUIREMENTS 302-2 – Exhibit 01 Example of Form R10-FS-6500-0002, Initial Overseas Employment Agreement USDA Forest Service R10-FS-6500-0002 (XX/2014) Initial Overseas Employment Agreement DO NOT BEGIN TRAVEL OR INCUR EXPENSES UNTIL YOUR TRAVEL AUTHORIZATION IS APPROVED. 1. 1. Name Of Employee: Neule Promoted 2. Social Security Number: XXX-XX-7044 3. Primary E-Mail Address: npromoted@fs.fed.us Alternate E-Mail Address: npromoted@a0l.com 5. Current Federal Employee: [ ] No [X] Yes, Current Agency: USFS Retirement System: [ ] CSRS or [X] FERS 7. Current Government (USDA FS) Travel Card: [X] Yes [ ] No 4. Request Type: [X] Issue Original Authorization [ ] Amend Authorization, Request Dated ____ 6. New Position Is: Budget Analyst New Series/Grade/Step: 560-09 8. Request Authority To Incur Allowable Expenses In Connection With My Move: a. FROM: 315 S Front St, Big Piney, WY 83101 b. TO: 204 Siginaka Way, Sitka, AK Old Official Station (Street, City, State, ZIP Code) New Post of Duty (Street, City, State, ZIP Code) c. FROM: 1415 Park St, Big Piney, WY 83113 d. TO: N/A Current Place of Residence (Street, City, State, ZIP Code) Residence Address (Street, City, State, ZIP Code) (if known) e. Home Phone: (Area Code) f. Office Phone: (Area Code) g. Alternate Phone: (Area Code) h. Report Date at New Post of Duty: 307-276-5800 307-276-3375 307-275-1000 May 1, 2014 9a. Immediate Family Moving with Employee: b. Relationship c. Birth Date d. Marital Status (M/S) Sheldon Promoted Spouse M Brad Promoted Child 06/01/2010 S Sally Promoted Child 01/15/2007 S James Promoted Child 01/01/2013 S Frances Promoted Child 01/01/2013 S Mary Promoted Child 01/01/2013 S 10. EMPLOYEE’S SERVICE AGREEMENT, WITHHOLDING TAX ALLOWANCE NOTIFICATION, and DUPLICATE REIMBURSEMENT DISCLOSURE (Federal Travel Regulation (FTR) 302-2, 302-3, 302-6, and 302-17) I agree to remain in the service of the Federal Government for 12 months following the effective (report) date of my transfer, unless separated for reasons beyond my control and acceptable to the Government, such as reduction in force. In case I violate this agreement, any monies expended by the United States on account of my relocation, which includes all payments for travel, transportation, shipment and storage of household goods, real estate transactions, and other moving expenses shall be recoverable from me as a debt due the United States, including withholding tax allowance. Any monies deemed recoverable from me as a debt due the United States may be deducted from my final salary payment, be deducted from my retirement benefits, and/or become a garnishment from my wages. If I complete my 12 month service agreement, I understand that the Government will fund my return travel to my actual place of residence in the contiguous United States (CONUS), defined as in 8(c) above as my Current Place of Residence. If I separate from the Forest Service upon completion of my service agreement, the Forest Service will fund the return travel in accordance with the Federal, Department, and Agency Travel Regulations. If I transfer to or separate from a different Federal Government Agency upon completion of my service agreement(s), the gaining agency will be responsible for my return travel. (Note: I must provide a copy of this service agreement to my new agency.) I understand if I do not complete this service agreement or if I have a break in Federal Government service, my return travel benefits are void and the Government will not be obligated for returning me or my immediate family to my current place of residence. I understand that eligibility for Overseas Employment Renewal Agreement Travel (OTRAT) is no longer available for new transfers to Alaska. I further agree that if I receive Withholding Tax Allowance (WTA) payments for claims filed for relocation expenses, I will: (1) file for a Relocation Income Tax Allowance (RIT); and (2) submit all required documentation of income with the claim for RIT no later than August 31 of the year following the WTA payments. If I am overpaid WTA or do not file my RIT claim, I agree to repay the Government the amount of WTA billed by the United States in connection with my transfer. I have elected to be reimbursed for house hunting through the Lump Sum payment method. I understand that once I make this election it cannot be changed. I certify that I and/or my immediate family have not accepted, and will not accept, duplicate reimbursement of any relocation expenses from another Government agency or private source. To the best of my knowledge, no third party has accepted duplicate reimbursement for my relocation expenses. 11. Signature of Transferring Employee: 12. Current Position Title: Neule Promoted Budget Analyst 14. Administrative Decision by Albuquerque Service Center, Budget & Finance (ASC B&F): 13. Date: 03/01/2014 I approve the mandatory and the optional entitlements subject to the applicable rates and limitations specified by applicable travel regulations with the following attached administrative statements or modifications of this agreement as deemed necessary. 15. Agency Approval: ASC B&F Approving Officer’s Signature: Tossa A. Prover 16. Title: Branch Chief, ASC B&F TOS Group 17. Date: 03/08/2014 R-10 SUPPLEMENT 6509.33-2013-2 EFFECTIVE DATE: 05/07/2013 DURATION: This supplement is effective until superseded or removed. 6509.33_302-2 Page 4 of 4 FSH 6509.33 – FEDERAL TRAVEL REGULATION CHAPTER 302 – RELOCATION ALLOWANCES PART 302-2 – EMPLOYEE ELIGIBILITY REQUIREMENTS 302-2 – Exhibit 01 Continued USDA Forest Service R10-FS-6500-0002 (xx/2014) 18. Employee Name: (First, Middle, Last): Neule Promoted [ ] 19. Househunting Trip (optional): a. Have you been assigned to Government or other prearranged housing at your new official station? [ ] Yes [ ] No b. One round trip to seek residence quarters at new official station for: [ ] Self [ ] Spouse Mode of travel will be by: [ ] Airplane [ ] Privately Owned Vehicle (POV) [ ] Other (Explain) ________ Planned dates of travel: From: _________ To: __________ c. Method of Reimbursement: [ ] Lump Sum OR [ ] Per Diem [X] 20. En-route Travel: a. One-way trip between old and new official stations for permanent assignment: [X] Self [X] Immediate Family Mode of travel will be by: [X] Privately Owned Vehicle (POV) [X] Ferry [X] Airplane [ ] Other (Explain) _________ Planned dates of travel are: From: April 21, 2014 To: May 1, 2014 b. Request the use of a second privately owned vehicle (optional): [ ] No [X] Yes (enter reasons for requesting second POV in block 30) [X] 21. Transportation and Storage of Household Goods: a. Transportation of 9 rooms of household goods and personal effects. b. Total estimated weight: 18,000 Pounds c. Estimated pickup date: April 20, 2014 d. Method of transportation: [X] I elect to have my goods moved by the Government contractor. [ ] I elect to perform a self-move of household goods. List heavy or bulky items to be shipped in block 30. e. Will you be shipping professional books, papers, and equipment (PBP&E)? [X] Yes [ ] No [ ] 22. Allowance for Transportation of Mobile Home Used as a Primary Residence (in lieu of transportation & storage of household goods): Complete block 30. [ ] 23. Shipment and Storage of Privately Owned Vehicle (optional): Year, make, and model of vehicle being shipped: ____________ [X] 24. Miscellaneous Expenses Allowance as: [ ] Single employee [X] Employee with immediate family [X] 25. Temporary Quarters Subsistence Expenses (optional): a. For: [X] Self [X] Immediate Family b. Method of Reimbursement: [ ] Lump Sum Method (complete block 30) OR [X] Actual Expense Method [ ] 27. Temporary Change of Station Only: [ ] Property Management Services (optional) Estimated Monthly Cost: $________ [X] 28. Real Estate Transaction(s): a. Estimated market value of residence being sold: $________ b. Names on title of current place of residence: ____________ c. [ ] Sale of residence using Direct Reimbursement Procedure OR [X] Sale of my residence using the Third Party Relocation Services Program (optional) OR [ ] Assistance renting your current place of residence while serving outside CONUS (optional) d. [ ] Unexpired lease with lease termination fee: Amount of Lease Termination: $________ e. [X] Purchase a new residence at new official duty station [ ] 29. I choose to utilize the following destination services offered by General Services Administration (GSA) contract relocation company: [ ] Buyer’s Assistance [ ] Mortgage Counseling [ ] Rental Assistance 30. Remarks: _____ Block 22. Transportation of Mobile Home as a Primary Residence. I certify the mobile home transported at government expense will be my and/or my family’s primary residence at my post of duty. _____ Block 25b. Lump Sum Method of Reimbursement for Temporary Quarters Subsistence Expense (TQSE). I have elected to be reimbursed for TQSE through the Lump Sum payment method which may be paid prior to occupancy of my/our temporary quarters. I am requesting _____ days of TQSE reimbursement through the Lump Sum method. I understand that once I make this election it cannot be changed. I certify that I and/or my immediate family will occupy temporary quarters and will incur TQSE. If no TQSE is incurred, I acknowledge that I will be required to return all monies advanced for the lump sum TQSE payment to the agency. I understand that the agency has the authority at any time to request proof that I/we actually occupied temporary quarters, even if not for the full length of time on which the lump sum calculation was based. In absence of sufficient proof of TQSE occupancy, the agency may demand repayment of the TQSE lump sum payment. _NP__ Block 28c. I elect to utilize the Relocation Services Program to sell my residence at my old duty location. I understand I must list my residence with a licensed real estate broker prior to entering the Relocation Services Program and that failure to do so will result in denial of entry into the Relocation Services Program. Block 20 – Unable to fit newborn triplets and other family members in one vehicle, request use of two POV for en-route travel. 31. Employee’s Initials: NP 32. Date 03/01/2014