Transfer and Removal - Lump Sum Payment
Transfer and Removal Bulk Payment Process. As of October 2004, the New Zealand Educational Institute Te Riu Roa (NZEI), the New Zealand Post Primary Teachers' Association (NZPPTA) and the Ministry of Education agreed that a lump sum payment would be paid to teachers approved for T&R expenses. This lump sum provides for the travel, phone, transfer grant, uniform grant, accommodation expenses and travelling meal allowances available to qualifying teachers under the T&R provisions of the Teachers' Collective Agreements (CAs).
Implementation of Bulk Payment Process for Teachers Transferring and Entitled to Transfer and Removal Expenses
As of October 2004, the New Zealand Educational Institute Te Riu Roa (NZEI), the New Zealand Post Primary Teachers' Association (NZPPTA) and the Ministry of Education agreed that a lump sum payment would be paid to teachers approved for T&R expenses. This lump sum provides for the travel, phone, transfer grant, uniform grant, accommodation expenses and travelling meal allowances available to qualifying teachers under the T&R provisions of the Teachers' Collective Agreements (CAs). This payment is made within 5 days of the teacher's entitlement to the T&R provisions being confirmed by the Ministry.
In calculating travel expenses, a formula is used, incorporating distances between the districts where schools are located, the number of overnight stays that may be required in journeying between these districts, and whether or not an inter-island ferry crossing is required. This data, together with the latest published standard rates for ferry costs and phone connections and motor vehicle allowance rates agreed in the CAs, is used in calculating the grant payable.
The funding provided in this way is intended to meet transferring teachers actual and reasonable costs. How a teacher then spends this grant is a matter for them to determine.
Full Claim Requirement
Should a teacher spend more in one or more of the categories for which funding is provided, and wish to claim the difference, a full TR3 claim for expenses in every expense category is required. This includes the Ministry's normal requirement of receipts for all expenses, not just the expense category that the teacher may have spent more on than was provided in the original bulk payment.
Where a claim is lodged, teachers should use the TR3 claim form for detailing expenses.
Expense Items Included in Bulk Payment Process
| Expense Item |
Procedure |
| Travel Expenses (including visit to inspect prospective accommodation) |
System uses the table of data to obtain the distance between districts, including whether inter-island ferry crossing is required, and calculates entitlement using the latest published ferry and CA motor vehicle allowance rates. |
| Accommodation expenses whilst in transit |
System uses the number of overnight stays that may be required from the table of data. Accommodation costs calculated using the maximums available under the CAs for the teacher and their dependents. |
| Transfer grant |
Funded as per CAs |
| Uniform grant |
Funded as per CAs |
| Telephone reconnection charges |
Payment of the standard Telecom reconnection charge (currently $45) |
Other Entitlements
All other entitlements such as the reimbursement of legal fees, land agents commission, and rent subsidy, are not covered by the bulk payment procedure. Teachers should claim for these expenses as and when expenses are incurred, using the TR2 claim form.