Foreign Service Directives Table of Contents Foreword & Introduction Foreword Introduction Part I - General FSD 1- Short title Effective date FSD 2 - Interpretation Appendix A - Declaration Appendix B FSD 3 - Application Appendix A - Short-term relocation outside Canada and the USA (a) Housing and living allowances (i) Housing (ii) Meal cost assistance Special circumstances (iii) Laundry and dry-cleaning allowance (b) Commuting assistance (c) Incidental relocation expenses (d) Storage and shipment of household effects (e) Weekend travel home (f) Telephone calls home (g) Post differential allowance (h) Employee accompanied by dependants Appendix B MEMORANDUM OF AGREEMENT REGARDING THE PAYMENT OF CERTAIN ALLOWANCES & BENEFITS TO PUBLIC SERVICE EMPLOYEES DEPLOYED OUTSIDE CANADA IN SUPPORT OF THE CANADIAN FORCES ON DEPUTY CHIEF OF DEFENCE STAFF CONTROLLED INTERNATIONAL OPERATIONS BETWEEN TREASURY BOARD (HEREAFTER CALLED THE EMPLOYER) AND THE PROFESSIONAL INSTITUTE OF THE PUBLIC SERVICE OF CANADA THE PROFESSIONAL ASSOCIATION OF FOREIGN SERVICE OFFICERS THE PUBLIC SERVICE ALLIANCE OF CANADA AND OTHER BARGAINING AGENTS WHO ARE MEMBERS OF THE NATIONAL JOINT COUNCIL OF THE PUBLIC SERVICE OF CANADA (HEREAFTER CALLED THE BARGAINING AGENTS) Application Effective Date FSD 4 - Accountable advances Introduction Part II - Pre-Posting FSD 9 - Medical and dental examinations Introduction Appendix - Posts for which Pre-posting Dental Examinations are Required April 1, 2000 FSD 10 - Posting loan Introduction Maximum Loan Amount Eligibility Timing Previous Loan Renegotiation Interest Rate Maximum Period of Loan Repayment Terms Early Repayment Options Loan Retirement Extension of Repayment Period Cancellation of Posting Transitional provisions General instructions Formules Appendix - Financing of loans and advances to employees posted abroad under the Foreign Service Directives Introduction Application Implementation Issue of loans and advances (a) Issue of loans (b) Issue of advances Records of loans and advances Repayment of posting loans Repayment of advances Repayment of loans and advances under special circumstances Enquiries FSD 12 - Travelling expenses for dependants on pre-posting briefing programs Introduction Part III - Relocation and related provisions FSD 13 - Assistance for single parents on training or temporary duty assignments outside Canada Introduction FSD 14 - Travelling expenses for dependants on foreign language training Introduction FSD 15 - Relocation Application Guidelines Interpretation Relocation Travel Travel reservations and entitlement Modes and standards of transportation Instructions (revised July1,2005) Instructions (revised July1, 2005) Transportation in exceptional circumstances Travel via a circuitous route Temporary duty en route Accommodation while travelling Meals and other expenses while travelling Illness or injury while travelling Death while travelling Relocation of Household Effects Shipment and storage of household effects Weight limitations Preparation of inventory Shipment of private motor vehicle (PMV) COMPENSATION FOR DAMAGE AND/OR LOSS OF HOUSEHOLD EFFECTS AND/OR ACCOMPANYING BAGGAGE ON RELOCATION OR DURING LONG-TERM STORAGE. Damage and/or Loss of effects shipped or stored at public expense General Provisions Intent to claim for damage and/or loss to household effects Pro forma Intent to Claim against carrier Claim Requirements Damage and/or loss to accompanying baggage on relocation General Provisions Claim for damage and/or loss to accompanying baggage Limitations to coverage of accompanying baggage Limitations of compensation for damage and/or loss Compensation for damage and/or loss under Sections 15.18 and 15.19 Claims up to $200 Claims over $200 and under $500 Claims over $500 and under $5000 Claims over $5000 Independent appraiser Accountable advance pending settlement of a claim (Sections 15.18 and 15.19) Other Relocation Expenses Househunting trips (HHT) Incidental relocation expense allowance Car rental expenses Living expenses in temporary accommodation Family separation expenses (FSE) Relocation in Specific Circumstances Termination of assignment outside Canada Early termination of posting Transfer between departments Relocation during long school holiday recess Person ceasing to be a dependant Dependants prohibited from accompanying an employee Relocation expenses for a spouse qualifying as a dependant in mid-tour Managerial discretion Transitional provisions Modes of Shipment Submission of expense claims Appendix A - Living Expenses in Temporary Accommodation - Relocation to Post Appendix B - Depreciation reference table Appendix B - Depreciation reference table - Scheduled guide Appendix C - Clothing betterment tables - Step by step use Clothing Betterment Tables - Step by Step Use FSD 16 - Assistance for a principal residence Introduction Part A - Employee as Tenant Part B - Employee as Homeowner Instruction for Sections 16.04(a) and (b) Instructions for Section 16.04(c) Instructions for Section 16.05(c) Part C - Purchase and Sale of Principal Residence Guidelines for Section 16.06 Instructions for Section 16.10 Appendix AExample - Mortgage Interest Differential Data Appendix BExample - Calculations First application for assistance Appendix CExample - New location mortgage for period May1,1981 to March1,1982 (Renewal Date) Appendix DExample - Second application for assistance Appendix EExample - Calculation of Differential Monthly interest factor .0148540152Monthly payment per thousand $15.98Payment per month FSD 17 - Assistance for spouses or common-law partners Introduction 17.01 Association Dues 17.02 Employment Related Allowances 17.03 Retraining in Canada Appendix - Special Short-Term Separation Assistance for Spouses or Common-law Partners Introduction Purpose Eligibility Application Shelter Application of the Foreign Service Directives FSD 50 - Vacation Travel Allowance (VTA) FSD 51 - Family Reunion FSD 15 - Relocation Re-Opener Disputes Expiration Review Part IV - Shelter and related provisions FSD 25 - Shelter Introduction Forms Appendix A - Employee shelter cost (dollars per month) Appendix B - Employee shelter cost (dollars per month) Appendix C - Deficiency adjustments - Crown-held staff accommodation General Criteria of average comparability Staff Quarter Space Targets/Guidelines Application for accommodation deficiency adjustment FSD 26 - Security deposit advance Introduction Forms FSD 28 - Safe storage expense benefit Introduction FSD 30 - Post transportation and related expenses Introduction Vehicle rental Road Taxes And Licensing Fees Post Parking Expenses Commuting Assistance Definitions Education Transportation Forms Part V - Education and related care of dependent children Introduction FSD 34 - Education allowances Introduction Definitions Elementary and secondary education at the post Elementary and secondary education in Canada Secondary education away from post but not in Canada Post-secondary education Refundable deposit/accountable advance Relocation during an academic year Special education allowance Application Forms Appendix - Summary of Education Provisions FSD 35 - Education travel Introduction Part VI - Medical and related expenses FSD 38 - Preventive medical services expenses Introduction Appendix - Schedule of unhealthy posts FSD 39 - Health care expenses Introduction FSD 40 - Provincial health insurance premiums - dependants resident in Canada Introduction FSD 41 - Health care travel Introduction FSD 42 - Medical and/or dental expense advance Introduction Guidelines: Forms Part VII - Holidays, leave and personal travel FSD 44 - HolidaysIntroductionThis directive provides employees with the same number of paid holidays that they would be entitled to if they were serving in Canada. Furthermore, the deputy head may approve the substitution of local holidays for holidays designated in Canada for the employee.Directive 4444.01 An employee is entitled to the same number of designated holidays with pay per calendar year as would apply under collective agreement or other appropriate authority for service in Canada.44.02 Notwithstanding the provisions of collective agreement or other appropriate authority for service in Canada,(a) the deputy head may substitute another holiday for a designated holiday to which the employee would be entitled in Canada, where that designated holiday is not recognized as a general holiday at the post;(b) where an employee serves at more than one location during a calendar year, the deputy head shall further adjust the designated holidays at post for that employee to ensure that such employee is granted the same number of designated holidays for the calendar year as are provided in collective agreement or other appropriate authority for service in Canada;(c) where a holiday at the post falls on a day of rest for the employee, or where the employee is required to work on a holiday at the post, compensation or leave of absence with pay shall be authorized in accordance with the employee's collective agreement or other appropriate authority for service in Canada.InstructionBefore December 31 of each year, each Post shall forward to the deputy head a list of holidays to be observed in the next calendar year by employees at the post. If there is any change in these holidays, another list shall be submitted.GuidelineWhere, for the calendar year in which an employee serves at more than one location, the combined number of designated holidays at the locations served is less than that provided in collective agreement or other appropriate authority for service in Canada, the employee shall be granted such additional days at the post as may be required to meet these provisions, notwithstanding that such days may not be designated holidays at the post where the employee is serving. Where, for the calendar year in which an employee serves at more than one location, the combined number of designated holidays at the locations served is greater than that provided in collective agreement or other appropriate authority for service in Canada, arrangements, agreeable to the employee and the deputy head, shall be made for the employee to work such additional time at the post as may be required to meet these provisions.FSD 45 - Foreign service travel credit bank and Foreign service leave credit bank Introduction Foreign Service Travel Credit Bank Foreign Service Leave Credit Bank Transitional Provisions FSD 46 - Post leave/option Introduction Transitional Provisions Part VII - Holidays, leave and personal travel FSD 47 - Leave for post-attributable injury and illness Introduction FSD 48 - Other leave FSD 50 - Vacation travel assistance Introduction FSD 51 - Family reunion Introduction Index Family Reunion Travel Allowance Child/Student Travelling to Mission Family Reunion for Unaccompanied Employees Family Reunion for Employee-Couples Visiting Under Custody Arrangements Family Reunion away from Mission Period of Entitlement Travel leave Appendices Telephone Calls to Dependants Appendix A - Family Reunion Travel Dependent Student Not Yet Attained 22 Years of Age Appendix B - Family Reunion Travel Dependent Student Reached 21 But Not 24 Years of Age Appendix C - Family Reunion Travel Dependent Child Not In School Appendix D - Family Reunion Travel Other Situations Appendix E - Family Reunion Travel Away from Mission under FSD 51.08 FSD 54 - Compassionate travel Introduction Index Definitions Circumstances/Situations Travel leave Part VIII - Allowances and related provisions FSD 55 - Post living allowance Introduction Transitional Provisions General Form Appendix A - Annual Post Living Allowance Effective June 1, 2003 (not applicable to some employees - see grandfathering provisions) Formula for Calculating Allowances Appendix B - Annual Post Living Allowance (1993 policy) Salary ranges below $69,824 - Effective April 1, 2001 Adjustment of 55% Formula for Calculating Allowances Appendix C - Annual Post Living Allowance (1993 policy) Salary ranges above$69,824 - Effective April 1, 2001 Adjustment of 50% Formula for Calculating Allowances FSD 56 - Foreign service incentive allowances Introduction Foreign Service Premium Step Progression Calculation of Points Termination of Premium Premium Rates Employee-couples Start and End of Premium Change in Family Status Temporary absence of dependant Post Specific Allowance Appendix A - Foreign service premium (April 01, 2007) UNACCOMPANIED Appendix B - Post Specific Allowance (PSA) FSD 58 - Post differential allowance Introduction Appendix Post Differential Allowance Canadian Dollars Per Annum April 1, 2007 Part IX - Departure from mission FSD 64 - Emergency evacuation and loss Introduction Application (revised June 1, 2004) Travelling and Living Expenses (revised June 1, 2004) Related Provisions - General (revised June 1, 2004) Employee at Mission During Emergency Evacuation Conditions (revised June 1, 2004) Safeguarding of Employees' Material Possessions (revised June 1, 2004) Loss and Damage of Employees' Material Possessions (revised June 1, 2004) Telephone Calls (revised June 1, 2004) Additional Expenses (revised June 1, 2004) Appendix - Related provisions - Emergency evacuation Introduction I Accountable advances II Deemed loss III Accounting and claim procedure IV Compensation for loss/damage V Personal automobile VI Posting loan VII Removal of effects VIII Reassignment IX Shelter cost FSD 66 - Death abroad of an employee or dependant Introduction Part X - Administrative provisions FSD 69 - Calculation of allowances Introduction Directive 69 Instruction FSD 70 - Reporting requirements and verification of allowances Introduction Reporting requirements Travel Allowances - Issue and Verification Next Related Links Print Full Directive Print all FSDs for this Date
