• New Hire Relocation Budget Planner

  • ERROR: UC Transfer is applicable for New Hire or Rehire only

  • REMINDER: Rehire should only include employee rehire appointments, not Affiliate.

  • ERROR: UC GSRA appointments must be at least 10 hours. Please correct (this will fail offer validation).

  • ERROR: Career appointments must be fixed time at least 50%

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  • ERROR: Term appointments must fall within the following framework:

    Duration must be between 6 months and 5 years

    Appointments less than a year must be at 100% time

    Appointments a year or more must be fixed time greater than 50%

  • Reminder: The initial appointment duration of Limited appointments should not exceed 12 months.

  • ERROR: Visiting researchers must fall within the following framework:

    Duration must be between 3 and 12 months per appointment.

    The total length of consecutive appointments must not exceed 2 years.

    Appointment must be at 100% time.

     

  • ERROR: Postdoc appointments must fall within the following framework:

    Duration must be between 6 months and 3 years

    Must be full time unless there is a policy exception or external funding

  • Offer Details and Offer Letter Selections:

  • Note...for UC GSRA there is no "no benefits" paragraph. Since they receive benefits from Campus, we did not include this paragraph intentionally. If you have a GSRA with no benefits, you do not need to select a paragraph, the No Benefits is for your reference.

  • This relocation planning tool was created to assist with planning relocation packages for qualified new hires at Berkeley Lab.  The following employee classifications are eligible for relocation assistance, if their total appointment at the time of hire is at least twelve (12) months: Career, Term, Faculty, Visiting Researcher, Postdoctoral Fellow, or Graduate Student Research Assistant (GSRA). For full details, visit the Relocation Assistance policy.

    To begin, select the Tier and then enter the relocation amounts for each package to calculate the gross up and total cost to the division. 

  • Tier 0 - Miscellaneous Allowance Lump Sum

    • Miscellaneous Allowance Lump Sum - Miscellaneous allowance up to $5,000. The miscellaneous allowance lump sum is paid in an off-cycle check within one week after the start of the new appointment. The check will be mailed to the employee address listed in the payroll system. No receipts are required for the miscellaneous allowance lump sum.

  • Tier 1 - Final Trip

    • Final Trip - The employee will be provided a capped amount toward allowable expenses for the individual and the members of their household for the final trip to the destination location. This amount can be applied to coach airfare if booked through Berkeley Lab’s travel vendor, or other methods of transportation as allowable under Federal guidelines, coordinated through Berkeley Lab’s relocation vendor. Travel must be a minimum of 250 miles per day by the most direct route. Meals and mileage will be calculated using the U.S. General Services (GSA) per diem rates. Final trip costs that are not allowable, or exceed the allocated amount, will be payable by the relocating employee at the time of service. Unused relocation funds are not transferable for cash payout.

     

    • Miscellaneous Allowance Lump Sum – as outlined in Tier 0 (optional). Lump sum is separate from and not transferable between any other relocation service.

  • Tier 2 - Flexible Spending Relocation Assistance

    • Flexible Spending Relocation Assistance - The employee will be provided a capped amount for the individual and the members of their household to be used toward expenses that are eligible for relocation assistance, coordinated through Berkeley Lab’s relocation vendor. Costs that are not allowable, coordinated outside of the relocation vendor’s process, or exceeding the allocated amount, will be payable by the relocating employee at the time of service. Unused relocation funds are not transferable for cash payout.

    Allowable expenses include the following:

    * Final trip - as outlined in Tier 1
    * Home-finding assistance and house-hunting trip
    * Household goods move
    * Storage of household goods
    * Shipment of vehicles
    * Temporary housing
    * Settlement of unexpired lease
    * Spouse/domestic partner employment support
    * Home sale assistance
    * New home purchase assistance

    • Miscellaneous Allowance Lump Sum – as outlined in Tier 0 (optional). Lump sum is separate from and not transferable between any other relocation service.

  • Tier 3 - Executive Level, Flexible Spending

    • Flexible Spending Relocation Assistance - as outlined in Tier 2.
    • VIP Relocation Package - Area information package supplied by the relocation vendor’s real estate partner.
    • Miscellaneous Allowance Lump Sum – as outlined in Tier 0 (optional). Lump sum is separate from and not transferable between any other relocation service. Some senior-level positions are not eligible for miscellaneous allowance.

  • Note...lump sum may not exceed $5,000. 

  • Offer Details:

  • updated: May 2018

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