Payment of relocation expenses is provided for certain new appointees to staff positions. These payments are not provided automatically and should not be presumed. Agreement to pay relocation assistance requires pre-approval by the appropriate authority.
Eligibility:
Staff appointees with titles in the following classifications are eligible for consideration:
- Managers and Senior Professionals (MSP)
- Professional and Support Staff (PSS)
- Senior Management Group (SMG)
Allowable Expenses (see policy for any specific limitations):
|
Standard Expense Types: |
Taxable Income Pre-2018 |
Taxable Income Effective 1/1/18 |
|
Packing, crating and unpacking of household goods and personal effects |
No |
Yes |
|
Transporting household goods and personal effects by professional movers |
No |
Yes |
|
Transporting household goods and personal effects by rental truck; fuel may be claimed separately |
No |
Yes |
|
Insurance of household goods and personal effects while in transit |
No |
Yes |
|
Driving or shipping up to two personal vehicles
|
No |
Yes |
|
One-way economy/coach class airfare for all household members |
No |
Yes |
|
One time ground transportation from former residence to the airport and from the airport to the new residence or temporary lodging |
No |
Yes |
|
Rental car if personal vehicle is shipped
|
Yes |
Yes |
|
If driving, lodging while en route, up to the daily CONUS lodging limit per Travel Policy Appendix B |
No |
Yes |
|
Meals for all household members while en route, up to the daily CONUS M&IE limit per Travel Policy Appendix B (this is not a per diem)
|
Yes |
Yes |
|
Furnished temporary lodging and meals for up to 30 days, not to exceed daily CONUS limits per Travel Policy Appendix B |
Yes |
Yes |
|
Storage of household goods and personal effects for up to 30 days (90 days for SMG) after removal from prior residence |
Yes |
Yes |
|
Connecting and disconnecting utilities, excluding deposits |
Yes |
Yes |
|
Non-standard Expenses Requiring Exceptional Approval by the Dean or Equivalent Department Head: |
Taxable Income Pre-2018 |
Taxable Income Effective 1/1/18 |
|
Packing, crating, unpacking, and transporting a library, office or lab that is not University property
|
No |
Yes |
|
Relocation services, e.g., home search assistance |
Yes |
Yes |
|
House-hunting trip |
Yes |
Yes |
|
SMG only: Up to two return trips to former residence to help with the move |
Yes |
Yes |
|
Non-standard Expenses Requiring Exceptional Approval by the Chancellor: |
Taxable Income Pre-2018 |
Taxable Income Effective 1/1/18 |
|
Selling costs within policy limits directly associated with the sale of the former residence |
Yes |
Yes |
|
Lease settlement costs within policy limits |
Yes |
Yes |
The following expenses may not be reimbursed, even with exceptional approval (list is not exhaustive):
- Assembly and disassembly of unusual items, e.g., swing set, swimming pool, hot tub, satellite dish, storage shed
- Transporting or moving unusual items, such as:
- Animals, except those normally permitted in a residence
- Recreational vehicles, e.g., boat, kayak, canoe, airplane, snowmobile, jet ski, camper
- Canned, frozen or bulk foodstuffs
- Building supplies, farm equipment and firewood
- Plants
- Kenneling/boarding pets or other animals
- Property taxes
- Security deposits
- Enhancements to the condition or appearance of the former or new residence
- Rental car insurance
- Fuel for rental car or personal vehicle after arriving in the Bay Area
Policies:
Review the following links to policies related to moving expenses and relocation for more information:
MSP/PSS Policy and Regulations Governing Moving and Relocation – G-13