UC Santa Barbara                                      Policy 5125
  Policies                                              
  Issuing Unit:  Administrative Services                Date: September 1, 1981
  
  
  
  
                REIMBURSEMENT OF MOVING EXPENSES
           FOR APPOINTEES TO STAFF PERSONNEL POSITIONS
  
  I.   REFERENCES:
  
       A.   Minutes of Meeting, The Regents of the University of
            California, November l5. 1957.
       
       B.   President Kerr's memorandum to Chief Campus Officers, dated
            June 15, 1959.
       
       C.   President Hitch's memorandum to Chancellors, dated April 26,
            1968.
       
       D.   UCSB Policies Manual, Policy 5130, Payment and Repayment of
            Removal Expenses for New Staff Employees.
  
  II.  POLICY:
  
       Removal expenses are those costs associated with moving an appointee
       to the University from another location (not another University of
       California campus) within the continental United States.
  
       A.   Eligibility:
       
            Each request for payment of removal expenses is to be evaluated
            individually by the Personnel Office in terms of the recruiting
            difficulty for the position and may be approved only if such
            payment is necessary to fill the position. Only positions of a
            professional, technical, or administrative nature that require
            specialized training or experience may be considered.
       
       B.   Approval:
       
            Based upon the certification of the Personnel Manager that such
            payment is necessary for the recruitment, the Chancellor may
            approve the payment of all or a portion of the actual removal
            expenses. No commitment may be made to an applicant without the
            prior approval of the Chancellor or his delegated
            representative (Personnel Manager).
       
       C.   Payable Removal Expenses:
       
            When removal expenses are approved for an appointee,
            reimbursement shall apply to the following costs:
  
            1.   Packing and freight (but not storage) and insurance of
                 normal household goods, when properly supported by
                 invoices and receipts.
            
                 (Note: In accordance with State Board of Control Rule 735,
                 household goods or effects include personal property such
                 as furniture, clothing, musical instruments, household
                 appliances, and other items which are usual and necessary
                 for the maintenance of a household. Household goods or
                 effects specifically do not include automobiles or other
                 motor vehicles; farm tractors, implements and equipment;
                 livestock, trailers, animals raised for profit by the
                 employee or his/her family; boats, belongings related to
                 commercial enterprises engaged in by the employee or
                 his/her family; fuels; or bricks, sand, ceramic wall tile,
                 wire fencing or other building materials.)
            
            2.   Air-coach transportation, or
            
            3.   If new employee is not traveling by air, transportation
                 costs equivalent of air-coach transportation, and meals,
                 with the following limitation:
  
                 a.   One-half of adult meal allowance for children 3 to 12
                      years;
                 
                 b.   One-fourth of adult meal allowance for children under
                      3 years.
                 
                 The cost of lodging en route is not provided.
  
       D.   Repayment of Removal Expenses:
  
            If the appointee terminates his University employment before 18
            months of continuous service, a portion of the expenses
            reimbursed by the University must be returned in accordance
            with the following schedule:
  
            Prior to                      Proportion to be Returned
  
            12 months of service          one-half University share of
                                          removal and travel expense
  
            18 months of service          one-third University share of
                                          removal and travel expense
  



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Last Modified By: HMW, 5/21/97

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