Relocation Directive - APS 2014 - Chapter 14
14.01 In this chapter
This chapter describes relocation benefits and expenses applicable to a move from the last place of duty to an Intended Place of Residence (IPR) on release.
It is divided into the following sections:
14.1.01 In this section
Below are the general principles that pertain to this chapter. It is divided into the following blocks:
14.1.02 IPR Elections and Time limitations
IPR Elections
A CF member elects an IPR location in writing by completing the CF form issued for that purpose.
An election can be made no earlier than the applicable time limits contained in Section 14.5 (CF members electing an Early Move to IPR).
A CF member can change their IPR location at any time before any expenses related to the IPR location are reimbursed to, or paid on behalf of, a CF member (not including file administration costs).
After any expenses have been paid in relation to the elected IPR location, article 14.1.03 controls changing IPR locations.
Time Limitations - General
CF members may claim the entitlements in this chapter if they have both:
- elected an IPR location; and
- commenced their move to their IPR.
Unless otherwise provided in this Chapter, only IPR related expenses that are incurred within two years after the date of release or transfer are eligible for reimbursement.
(TB amended, 19 April 2018)
Time Limitations - Extensions
DGCB or DCBA may grant an extension for a period of up to one year if he or she determines that any of the following circumstances prevent the member from moving to the IPR within that time limit:
(a) an illness of or injury to the member or their dependant;
(b) the vocational rehabilitation or vocational training undertaken by the member;
(c) the completion of an educational program by the member or their dependant; or
(d) any other circumstance that delays the move to the IPR and that is beyond the control of the member.
An extension granted by DGCB or DCBA begins on the day after the day on which the time limit ends.
(TB amended, 19 April 2018)
Time Limits – Extensions – Exceptional Circumstances
The Chief of the Defence Staff personally – or the Chief of Military Personnel personally – may grant a further extension for a period of up to three years if he or she determines that there are particularly compelling reasons that prevent the member from moving to the IPR and that relate to
- an illness of or injury to the member or their dependant and confirmed by a medical doctor, or
- an unusual, undeserved or disproportionate hardship for the member that is beyond the member’s control.
This extension shall be granted only if the member submits his or her request for an extension to the Chief of the Defence Staff or the Chief of Military Personnel before the end of the first extension.
(TB, effective 19 April 2018)
Other
When CF members exercise their entitlement to an HHT and fail to relocate (D)HG&E within this time limitation, recovery action will be initiated on HHT expenses. (also see article 14.3.03)
Note. CF members who have changed dependant status since their release from the CF must provide proof of dependant status (e.g. marriage certificate, birth certificate). If common law status is required, CF members must see release section with appropriate documentation for statutory declaration.
14.1.03 IPR reinstatement
IPR re-instatement will only be authorized when:
- the relocation entitlements were not fully exercised, and
- any reimbursements made to or on behalf of CF members have been fully recovered.
Once recovery action has been completed DCBA will authorize the re-instatement of the IPR election benefit.
14.1.04 Reimbursement expenses in arrears
CF members are entitled to reimbursement of relocation benefits incurred prior to meeting the eligibility criteria once the limitations at art 14.2.03 are met. The policy in effect at the time of eligibility governs the entitlement.
In these circumstances actual and reasonable expenses will be reimbursed supported by receipts.
14.1.05 Reenrol before electing IPR
CF members who did not exercise IPR benefits, whose entitlement did not expire, and subsequently re-enroll shall have the expiry date of their benefits extended by the corresponding number of days served in their new Terms of Service (TOS).
14.1.06 Reserve - periods of service
CF members who did not exercise IPR benefits, whose entitlement did not expire, and subsequently are active on periods of Class B or C service shall have the expiry date of their benefits extended by the corresponding number of days served.
14.2.01 In this section
The eligibility criteria that pertain to this section are detailed below. It is divided into the following blocks:
14.2 02 Qualifying criteria
When CF members reach Compulsory Retirement Age (CRA) relocation benefits are based on their period of continuous Regular Force service and their release item.
14.2.03 Criteria table
The following table depicts the IPR location, based on the period of continuous Regular Force service and the release item.
Period of continuous Regular Force service | Release Item | IPR location |
---|---|---|
Less than 10 years |
|
Place of enrolment or any location provided that the cost does not exceed the move to the place of enrolment. Reimbursement of benefits as per art 14.3.07. |
Less than 10 years |
|
Anywhere in accordance with this chapter. Reimbursement of benefits as per art 14.3.08. |
10 or more years | Release items as above. |
Anywhere in accordance with this chapter. Reimbursement of benefits as per art 14.3.08. |
20 or more years | 4(c) – On request – Other causes |
Anywhere in accordance with this chapter. Reimbursement of benefits as per art 14.3.08. |
14.3.01 In this section
Specific benefits related to this chapter are detailed below. It is divided into the following blocks:
- 14.3 02 Limitation of benefits
- 14.3.03 HHT/DIT
- 14.3.04 Occupancy requirement on purchase of replacement residence
- 14.3.05 Home Equity Assistance (HEA) - local move
- 14.3.06 Interest on home relocation loan
- 14.3.07 Benefits - less than 10 years of service as per the Criteria table
- 14.3.08 Benefits - 10 years of service or more as per the criteria table
14.3 02 Limitation of benefits
The benefits are generally the same as those contained in Parts 1 and 2, except for these entitlements which have limitations or enhancements:
- HHT/DIT
- Occupancy requirement for purchase of replacement residence
- Home Equity Assistance (HEA); and
- Interest on Home Relocation Loan.
14.3.03 HHT/DIT
CF members under this chapter are entitled to reimbursement of HHT/DIT expenses in accordance with Chapter 4, provided the:
- election to an IPR is made; and
- IPR location is in excess of 40 km from CF members' current place of residence.
CF members proceeding on an HHT/DIT must sign a statement of understanding, acknowledging that any reimbursement of HHT/DIT expenses will be subject to recovery if the member does not relocate to that location. However, there will be no recovery when CF members can demonstrate that they had a reasonable intent to relocate to the HHT/DIT relocation.
14.3.04 Occupancy requirement on purchase of replacement residence
Requirement outlined at art 8.3.03 do not apply.
14.3.05 Home Equity Assistance (HEA) - local move
CF members who elect and move to their IPR locally are entitled to receive HEA, only if the IPR is in excess of 40 km from the place of residence. Other specifications outlined at art 8.2.13 apply.
14.3.06 Interest on home relocation loan
CF members are not entitled to receive the Interest on Home Relocation Loan in art 8.3.14.
14.3.07 Benefits - less than 10 years of service as per the Criteria table
CF members with less than 10 years of Regular Force service and a release item as per the criteria table at art 14.2.03 are entitled to benefits outlined in Parts 1 and 2 with the limitations or enhancements listed at art 14.3.02. Benefits listed below are primarily funded from a different component than specified in Parts 1 and 2:
Core benefit
HHT/DIT limited to returning from outside Canada only
Custom benefit
- HHT
- Rent in advance of a move
- Rent/lease liability
- Rental agency finding fee
- Sale of home
- Home Equity Assistance (HEA)
- Marketing incentive
- Bridge financing
- Purchase of home
- Appraisal fees
- (TB rescinded, effective 1 September 2012)
- Administrative fees and/or mortgage disbursement fees as per applicable provincial laws
- Short term loan interest
- Sundry miscellaneous expense (except 9.4.02 and 9.4.06 – personalized benefits)
- Professional cleaning
- (TB rescinded, effective 1 September 2012)
- Attending fees and power of attorney
- Temporary Dual Residence Assistance (TDRA)
- Reverse Temporary Dual Residence Assistance (RTDRA)
- Long Term Storage (LTS)
Personalized benefit
When all customs fund have been expended.
(TB amended, effective 1 September 2012)
14.3.08 Benefits - 10 years of service or more as per the criteria table
CF members with 10 years of Regular Force service or more and a release item as per the criteria table at art 14.2.03, or with less than 10 years of service with release item 3 - Medical, in receipt of a VAC disability award or a VAC medical pension as per criteria table at art 14.2.03 are entitled to benefits outlined in Parts 1 and 2 with the limitations or enhancements listed at art 14.3.02. Benefits listed below are primarily funded from a different component than specified at Parts 1 and 2:
Custom benefit
- (TB rescinded, effective 1 September 2012)
- Administrative fees and/or mortgage disbursement fees as per applicable provincial laws
- Attending fees and power of attorney;
- Temporary Dual Residence Assistance (TDRA);
- Reverse Temporary Dual Residence Assistance (RTDRA); and
- Long Term Storage (LTS).
Personalized benefit
When all customs fund have been expended.
(TB amended, effective 1 September 2012)
14.4.01 In this section
The commonalities that pertain to this chapter are described below. It is divided into the following blocks:
14.4.02 IPR election to LTS benefits
CF members who elect their IPR may request to move their HG&E to a local LTS location. The HG&E shall be moved under the HGRS contract, from CF members' old residence to the local LTS facility and then to the IPR location.
The entitlement pertaining to LTS shall cease after one full year of storage.
CF members are responsible to reimburse the:
- Crown for the transportation cost to the LTS location;
- monthly LTS charges from the first day of LTS until the removal from LTS of the HG&E. Applicable invoices will be sent to CF members on a monthly - quarterly basis; and
- replacement cost protection (RCP) insurance during the LTS.
CF members are entitled to:
- packing and loading of the HG&E at CF members' old residence;
- transportation cost from the LTS location to the IPR location;
- unload and the unpack at IPR location;
- Replacement Cost Protection (RCP) insurance during that time;
- Movement grant which will only be paid once the HG&E are delivered to the IPR location; and
- all other associated benefits as detailed in this chapter.
14.4.03 Move outside Canada when released in Canada
CF members moving outside Canada who are released in Canada shall have their funding based on a move:
Less than 10 years of Regular Force service as per the criteria table:
- from current place of duty to place of enrolment or any location provided that the cost does not exceed the move to the place of enrolment.
10 years of Regular Force service or more as per the criteria table:
- from current place of duty to the port of embarkation or closest border point to the IPR location.
Note: CF members electing an IPR location outside of Canada are responsible for all immigration and customs requirements and costs for the country to which they are moving, prior to the authorization of the move of (D)HG&E.
14.4.04 Move outside Canada when serving outside Canada
CF members who release outside Canada, and who elect an IPR to a location outside Canada shall forward their request to DCBA for approval and adjudication of benefits.
14.5.01 In this section
Benefits pertaining to CF members electing an early move to IPR are below.
This section is divided into the following blocks:
14.5.02 Process and procedures
CF members must meet the conditions and limitations of this chapter at the time of the election of the early IPR, to be eligible for their relocation benefits.
Formal notification
A formal notification of release is required to establish a known release date, this is defined as follows:
- notification provided by the NDHQ approving release authority; or
- an official application for release has been sent by the CF member to the appropriate Career Manager and the Career Manager formally acknowledges the CF member's IPR application.
Time frame - Early IPR
CF members may apply for authority to receive the IPR relocation benefits up to two years in advance of a known release date.
Request to move (D) HG&E
A CF member requesting authority to move (D)HG&E shall do so in writing by completing the form - Request to Move Dependants, Household Goods and Effect to Intended Place of Residence Prior to Commencement of Retirement Leave (CFAO 209-30 Annex A). The Commanding Officer's approval is required for early IPR relocations requests.
14.5.03 Additional TOS offers, CRA extensions or CRA 60 election
CF members remain entitled to reimbursement of all associated relocation benefits to a new place of duty under the main policy, when they have completed an early IPR and are subsequently offered:
- further TOS that results in a posting to another location; or
- an extension beyond CRA 55 or 60, or if the CF member has elected CRA 60, and this action results in a posting to another location.
Once CF members have completed their further TOS, reached CRA or completed the extension to CRA they are entitled to:
- a final relocation back to their previously elected IPR; or
- a move to any location provided that the cost does not exceed the move back to the previously elected IPR, on final termination of service, which will include all associated relocation benefits in this chapter.
There shall be no entitlement to the early relocation of (D)HG&E to the previously elected IPR.
14.5.04 In advance of CRA
CF members being released at Compulsory Release Age (CRA) may apply for authority from their CO to elect an early move to IPR up to five years prior to reaching CRA under the conditions and limitations contained in this chapter.
14.5.05 Medically retained
CF members, who as a result of an Administrative Review - Medical Employment Limitation decision are serving on a period of retention, may apply for authority from the Commanding Officer to elect an early move to IPR in advance of a known release date. This authority shall be granted under the conditions and limitations contained in this chapter.
14.5.06 Limitations - future relocation benefits
When an early IPR relocation is exercised, CF members are no longer eligible to further IPR relocation benefits or reimbursements during their current terms of service, even if future postings occur.
CF members who are posted after exercising their early IPR and do not move their (D)HG&E to their new place of duty are not entitled to:
- IR benefits;
- SA benefits;
- PLD; and
- LTA.
14.6.01 In this section
Benefits pertaining to dependants and estates of CF members are below. This section is divided into the following blocks:
- 14.6.02 General
- 14.6.03 Dependants of serving CF members deceased, prisoner of war, or interned or detained by a foreign power
- 14.6.04 Dependants of CF members who are mentally incapacitated
- 14.6.05 Dependants of deceased former CF members with an IPR entitlement
- 14.6.06 Estate of CF members without dependants deceased, prisoner of war, or interned or detained by a foreign power or mentally incapacitated
14.6.02 General
This section provides directions concerning the entitlements for the following personnel:
- Dependants of Regular Force members, Reserve Force members on class C service or Reserve Force members on Class B service moved at public expense who are deceased, missing, prisoners of war, or interned or detained by a foreign power;
- Dependants of Regular Force members, Reserve Force members on class C service or Reserve Force members on Class B service moved at public expense who are mentally incapacitated;
- Dependants of former CF members deceased with entitlements to an IPR; and
- Estate of Regular Force members, Reserve Force members on class C service or Reserve Force members on Class B service moved at public expense, without dependants who are deceased, prisoners of war, interned or detained by a foreign power or mentally incapacitated.
Administration of IPR - The relocation file is initiated by CF members' releasing unit, however the Service provider administers the file.
14.6.03 Dependants of serving CF members deceased, prisoner of war, or interned or detained by a foreign power
When a serving CF member is deceased, a prisoner of war, or interned or detained by a foreign power, the benefits of this chapter are provided to the CF member's dependants as though they were a CF member with 10 or more years of Regular Force service for:
- Regular Force members;
- Reserve Force members on Class C service; or
- Reserve Force members on Class B service moved at public expense.
- The payment of any additional costs associated with breaking of contracts associated with operational deployment is authorized under this chapter.
When CF members are officially reported missing, prisoners of war, or interned or detained by a foreign power while serving, a period of three months must elapse, before CF members' dependants are entitled to these benefits.
14.6.04 Dependants of CF members who are mentally incapacitated
When a CF member is declared by a competent medical authority to be mentally incapacitated, the benefits of this chapter are provided to the CF member's dependants as though they were a CF member with ten or more years of Regular Force service for:
- Regular Force members;
- Reserve Force members on Class C service; or
- Reserve Force members on Class B service moved at public expense.
14.6.05 Dependants of deceased former CF members with an IPR entitlement
Dependants of deceased former CF members who qualified for IPR benefits are eligible to exercise those benefits, provided they have not been previously exercised.
14.6.06 Estate of CF members without dependants deceased, prisoner of war, or interned or detained by a foreign power or mentally incapacitated
When Regular Force members, Reserve Force members on class C service or Reserve Force members on Class B service moved at public expense, without dependants die or are declared by a competent medical authority to be mentally incapacitated, the Executor or the personal representative of the estate is entitled to relocation benefits for the disposal of the primary residence and the move of HG&E. The Executor or the personal representative of the estate may elect one person to travel to and from the location of the HG&E.
Reimbursement is authorized for:
- additional costs associated with breaking of contracts associated with operational deployment;
- disposal of residence;
- ILM&M for pack, load and clean;
- shipment of HG&E to one location; and
- all other associated benefits to the above.
There are no entitlements for the purchase of a residence or ILM&M on TNL.
When they are officially reported missing, prisoner of war, or interned or detained by a foreign power while serving, a period of three months must elapse, before CF members' Executor or the personal representative of the estate is entitled to these benefits
14.7.01 In this section
The funding formulae for IPR are detailed below. This section is divided into the following blocks:
14.7.02 Move within Canada - less than 10 YOS
The following Custom and Personalized Funding Formulae are used for all IPR relocations within Canada for CF members with less than 10 years of continuous Regular Force service except for those released under item 3 - Medical, in receipt of a VAC disability award or VAC medical pension as per the criteria table at art 14.2.03:
Custom Funding
- + 35% of the cost of transport (using current Department of Finance annual rate) for CF member and dependants (one-way)
- + 35% of the cost of shipping 1,000 lbs. of household goods / qualifying room
- = Total Custom Funding
Personalized Funding
- Movement Grant ($650)
- = Total Personalized Funding
14.7.03 Move within Canada - 10 or more YOS
The following Custom and Personalized Funding Formulae are used for all IPR relocations for CF members with 10 or more years of continuous Regular Force service and less than 10 years of service when released under item 3 - Medical, in receipt of a VAC disability award or VAC medical pension as per the criteria table at art 14.2.03:
Custom Funding
- Greater of $1,000 or 35% of the real estate commission (max. $5,250)
- + 35% of the cost of transport (using current Department of Finance annual rate) for CF member and dependants (one-way). Calculation based on transportation cost from Halifax to Vancouver
- + 35% of the cost of shipping 1,000 lbs. of household goods / qualifying room. Calculation based on distance from Halifax to Vancouver
- = Total Custom Funding
Personalized Funding
- + Movement Grant ($650)
- + Real Estate Incentive (max. $12,000)
- + HHT Savings
- = Total Personalized Funding
14.7.04 Direct move to IPR from outside Canada - less than 10 YOS
The following Custom and Personalized Funding Formulae shall be used for a direct move to IPR from outside Canada for CF members with less than 10 years of continuous Regular Force service as per the criteria table at art 14.2.03:
Custom Funding
- + 35% of the cost of transport (using current Department of Finance annual rate) for CF member and dependants (one-way). Calculation based on transportation cost from Halifax to Vancouver
- + 35% of the cost of shipping 1000 lbs. of household goods per qualifying rooms or as per weight table entitlement, whichever is lesser. Calculation based on distance from Halifax to Vancouver
- = Total Custom Funding
Personalized Funding
- + Movement Grant ($650)
- + HHT Savings
- = Total Personalized Funding
14.7.05 Direct move to IPR from outside Canada - 10 or more YOS
The following Custom and Personalized Funding Formulae are used for all IPR relocations for CF members with 10 or more years continuous Regular Force service as per the criteria table at art 14.2.03:
Custom Funding
- Greater of $1,000 or 35% of the real estate commission (max. $5,250)
- + 35% of the cost of transport (using current Department of Finance annual rate) for CF member and dependants (one-way). Calculation based on transportation cost from Halifax to Vancouver
- + 35% of the cost of shipping 1,000 lbs. of household goods / qualifying room. Calculation based on distance from Halifax to Vancouver
- = Total Custom Funding
Personalized Funding
- + Movement Grant ($650)
- + Real Estate Incentive (max. $12,000)
- + HHT Savings
- = Total Personalized Funding
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