Relocation Directive - APS 2012/2013 - 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:


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Section 14.01 General principles

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 Time limitations

CF members may claim the entitlements in this chapter providing the following steps are fully exercised within two years after release date:

  • Elect in writing an IPR; and
  • Complete the move to IPR.

DCBA may exercise Ministerial authority to extend the two year time limitation for a period of up to one year when factors beyond CF members control prevent them from electing their IPR and completing their move to IPR.

CF members electing IPR shall do so in writing by completing the form - Declaration of Intended Place of Residence On Release (CFAO 15-2, Annex C, Appendix 2). The relocation of (D)HG&E to IPR must occur within two years from this election.

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.

Note. CF members who have changed dependant status since their release from the CF must provide proof of dependant status (ie 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.


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Section 14.2 Eligibility criteria

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 serviceRelease ItemIPR location
Less than 10 years
  • 2 – Unsatisfactory service.
  • 3 – Medical.
  • 4(a) – On request – When entitled to an immediate annuity
  • 4(b) – On request – On completion of a fixed period of service; and
  • 5 – Service completed.

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
  • 3 – Medical, in receipt of a VAC disability award or a medical pension.

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.

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Section 14.3 Benefits

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

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)


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Section 14.4 Commonalities

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.


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Section 14.5 CF members electing an Early Move to IPR

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.

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Section 14.6 Benefits to dependants/estate

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

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


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Section 14.7 Funding formulae

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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