§4.01
Relocation Policy

Responsible Manager


  

    
Rev. 5/08

      
  




 
  
    
    
  1. General 
    
  2. Definitions 
    
  3.  Resources 
    
  4.  Source Documents  
    
  5. Guidance Documents  
  





A. GENERAL


    
  
  1. This policy is in accordance with Federal Acquisition Regulation (FAR)
    31.205-35.  Relocation reimbursement beyond the limits of this policy
    may be considered to be unallowable and therefore cannot be billed to the
    federal government as direct or indirect expenses. 

    2. 
  
  2. At the discretion of Lawrence Berkeley National Laboratory (LBNL) management,
    LBNL may reimburse new or current employees for reasonable and actual permanent
    change-of-station (PCS) relocation expenses.  Permanent change-of-station
    relocation is for a period of 12 months or longer.
    3. 
  
    
  
  3. The maximum dollar amount LBNL will reimburse for relocation expenses will
    be determined by the division director or operations department head (or
    designee) and will be within specified guidelines.

    4. 
  
  4. New or transferred employees (a.k.a. change of station employees) must
    sign a repayment agreement which states that if the employees voluntarily
    terminate employment prior to completing one (1) year of credited service
    from the start of employment for new hires or date of transfer for transferred
    staff, they must refund LBNL the full amount of their relocation reimbursements. 

    5. 
  
  5. Claims for reimbursement should be submitted to LBNL as soon as possible
    after the transactions have occurred.  Relocation benefits are valid
    for 12 months from the employee’s effective start-of-employment date
    or change-of-station date.  
    6. 
  
    
  
  6. Written requests for exceptions to the relocation policy require advanced
    approval by the Chief Human Resources Officer (CHRO) and the Chief Operating
    Officer (COO).
    7. 




B. DEFINITIONS


    
  
  1. Permanent change-of-station (PCS): Permanent change-of-station relocation
    reimbursement may be offered to a new or current employee who accepts a permanent
    assignment of 12 months or longer at an LBNL work site. 

    2. 
  
  2. Exception to policy: Action that exceeds what is allowable under current
    policy or that is not expressly provided for under this policy. Any
    such action must be treated as an exception.
    3. 



C. RESOURCES


    
  
  1. Relocation Guidelines
    2. 
  
    
  
  2. Relocation Expense Planning Worksheet
    3. 
  
    
  
  
  
  3. Point-of-Contact: Relocation Coordinator
    4. 



D. SOURCE DOCUMENTS 


    
  
  1. Federal Acquisition Regulation (FAR) 31.205-35 Relocation costs

    2. 
  
  2. Federal Acquisition Regulation (FAR) 31.205-46 Travel costs
    3. 



E. GUIDANCE DOCUMENTS 


    
  
  1. Federal Travel Regulations (FTR) 302 Relocation Allowances

    2. 
  
  2. Federal Travel Regulations (FTR) 301Temporary Duty (TDY) Travel Allowances
    3. 






  
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