Primary Teachers' Collective Agreement

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Licensing Criteria Cover

Part 6: Removal Expenses

Primary Teachers' Collective Agreement
Effective: 1 July 2019 to 30 June 2022

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  • 6.1 Eligibility
    • 6.1.1 When an employee transfers in the course of promotion, or moves to or from a school referred to in 6.3 or 6.3A, or moves in terms of the redeployment provisions contained in Part 9 and Appendix Four of this Agreement that employee, on transferring to another housing district, shall be eligible for the reimbursement of 100% of the actual and reasonable expenses arising from the removal of her/his household in the following circumstances. Where the employee requires the transfer of his/her effects and transit insurance the employee must use the service provided by the Ministry of Education. Such a service shall be provided by the Ministry of Education and without cost to the employee. The expenses, where applicable and as specified in clause 6.6 shall include the following:

          1. Travelling expenses;
          2. Accommodation expenses including rent subsidy;
          3. Furniture removals;
          4. Legal expenses and land agents commission (or advertising costs);
          5. Penalty mortgage repayment charges;
          6. Miscellaneous expenses including:
              1. A transfer grant;
              2. Leave and expenses for an employee separated from her/his family/household to visit them including to assist with their transfer to the new location;
              3. Expenses for one visit by an employee to inspect rental or purchasable housing in the new location;
              4. Telephone reconnection charges for one phone only.

      6.1.2 The Ministry of Education provides a lump sum payment to cover the travel, phone, transfer grant, accommodation expenses and travelling meal allowances entitlements outlined below. However, this does not prevent a teacher from choosing (as an alternative to the lump sum payment) to claim entitlements as specified and based on itemised receipts.

      6.1.3 Employees entitled to the reimbursement of actual and reasonable removal expenses on the basis set out in clause 6.1.1 shall include:

          1. Full-time permanent and long-term relieving teachers of 12 months or more;
          2. Teachers in permanent job sharing positions with reimbursement on a pro-rata basis.
  • 6.2 Promotion
    • For the purposes of eligibility for reimbursement of removal expenses, a promotion is defined as an appointment to a permanent position or long term relieving position of 12 months or more that has a total number of units greater than the total number of units in the teacher’s current position. This total will be the accumulation of permanent units and units allocated for a fixed term of 12 months or more.

  • 6.3 Removal Expenses from Schools Qualifying for the Staffing Incentive Allowance (SIA)
    • 6.3.1 An employee in a school qualifying for the staffing incentive allowance shall be required to complete a minimum of three years’ continuous service in one or more of the schools concerned in order to be eligible for removal services and expenses provided in 6.1.1 when moving from such a school to a permanent position or long term reliever appointment of at least one year in accordance with 3.23.2(d) in another state or state-integrated school.

      6.3.2 An employee in a school qualifying for the staffing incentive allowance shall retain her/his removal services and expenses provided in 6.1.1 when moving from the school, even if the school loses its classification during the employee’s employment there, providing that s/he fulfils the three years’ continuous service requirement and is transferring directly to a permanent position or long term reliever appointment of at least one year in accordance with 3.23.2(d) in another state or state-integrated school.

  • 6.3A Removal Expenses from Schools Qualifying for the Priority Teacher Supply Allowance (PTSA)
    • 6.3.1A An employee in a school qualifying for the PTSA shall be required to complete a minimum of three years’ continuous service in one or more of the schools concerned in order to be eligible for removal services and expenses provided in 6.1.1 when moving from such a school to a permanent position or long term reliever appointment of at least one year in accordance with 3.23.2(d) in another state or state-integrated school.

      6.3.2A An employee in a school qualifying for the PTSA shall retain her/his removal services and expenses provided in 6.1.1 when moving from the school, even if the school loses its classification during the employee’s employment there, providing that she/he fulfils the three years’ continuous service requirement and is transferring directly to a permanent position or long term reliever appointment of at least one year in accordance with 3.23.2(d) in another state or state-integrated school.

  • 6.4 First Permanent Appointment - Non SIA/PTS
    • 6.4.1 On first permanent appointment a teacher shall be eligible for the provisions set out in 6.4.2 where they meet the following criteria:

        • The teacher is resident in New Zealand at the time of the appointment; and
        • The appointment is within 12 months following graduation from a course of teacher training recognised by the Secretary; and
        • The appointment involves a shift to another housing district.

      6.4.2

        1. Reimbursement of the cost of surface fares for the teacher and dependants, or the appropriate motor vehicle rate;
        2. Reimbursement of actual legal expenses up to $1,000 when a teacher sells a house and buys another within one year of first appointment;
        3. Use of the service provided by the Ministry of Education for removal of furniture and effects without cost to the teacher.
  • 6.6 Removal Reimbursing Expenses
    • 6.6.1 Employees claiming removal expenses shall be reimbursed 100% of the total actual and reasonable expenses claimed. The maximums which can be claimed are:

      6.6.2 Penalty mortgage repayment - $2,400.

      6.6.3 Refund of legal expenses and a land agent’s commission (or in advertising costs for private sale) for sale and/or purchase of house:

        1. Aggregate of $11,000 when buying and selling;
        2. Legal expenses of $950 when selling but not buying, and $4,000 when buying but not selling;
        3. Land agent’s commission (including advertising) of $6,300 when selling at former location;
        4. Advertising costs of $630 when selling at former location without the services of a land agent.

      6.6.4 Refund of legal expenses and a land agents commission for sale and/or purchase of land:

        1. Aggregate of $3,800 for purchase and subsequent sale;
        2. Legal expenses of $500 when selling only;
        3. Land agents commission of $2,000 when selling only.

      6.6.5 Transfer Grant

        1. A grant of $1,000 is payable where a teacher is entitled to removal expenses and rents, leases or purchases housing;
        2. Rent subsidy will be granted only in respect of a short term tenancy. The amount of the subsidy is the excess of the rental over one-sixth of the teacher’s gross salary. The duration of the subsidy is limited to three months;
        3. $300 for each child who is attending a state or sate-integrated school prior to the date of transfer, who attends another state or state-integrated school after the transfer and for whom a different uniform is required to be purchased (in terms of the new school’s policy) because of a change of school.

      6.6.6 Travelling Allowance Meal Rate

        StandardReduced (Staying Privately)
      A For each full 24 hour period $57 $28
      B For additional periods less than 24 hours but more than 10 hours $57 $28
      C For additional periods up to 10 hours $24  

      6.6.7 Motor vehicle allowance rates for removal expenses cents per km:

      • Motor cars 62c

      Note: Receipts should be produced when claiming expenses.
      Note: These provisions shall be applied in accordance with any administrative conditions that were in effect at the commencement of this Agreement (as modified to reflect the changes made in this Agreement), or are altered as a result of this Agreement.