United pilots contract, Section 10 — Moving Expenses
10-A Applicability of this Section and the Pilot Transfer and Moving Handbook
Unless otherwise provided, Company paid moves identified in this Agreement shall be governed in accordance with this Section 10 and the Pilot Transfer and Moving Handbook (“Handbook”) dated November 8, 2012. In case of any conflict between the Handbook and the Agreement, the Agreement shall govern. No revisions to the Handbook shall be made without agreement with the Association. (Future Handbook editions shall be dated for reference.)
10-B Additional Paid Moves
10-B-1 First-Time Captain Move. A Pilot who is activated into a Captain Category for the first time after September 29, 2023 shall be entitled to a paid move. In lieu of a paid move, the Pilot may elect to use the Section 10-D-3 or 10-D-4 Paid Move Commuter Pass benefit with the exception that any entitlement to NRSA passes in Section 10-D-3 or 10-D-4 will be converted to an entitlement to NRPS PS-5 level passes for an equivalent period of time (that is, the Pilot will receive twelve (12) months of positive space commuter passes).
10-B-2 Career Move. In addition to the paid move entitlements identified elsewhere in this Agreement, one (1) time during their career a Pilot shall be entitled to a paid move provided they are not on probation, and subject to the following:
10-B-2-a Moving expenses for a Career Move shall be reimbursed by the Pilot on a pro rata basis if, within two (2) years of the move, the Pilot retires or voluntarily changes their Base. However, if the Pilot voluntarily changes their Base, and their residence as a result of the career move is within 200 miles of any airport serving their new Base, then reimbursement shall not be required.
10-B-2-b The start of the two-year clock shall be the first day the Pilot’s household goods are picked up. For a Pilot who voluntarily changes their Base, the day the Pilot is activated at their new Base (or the effective date of the associated vacancy or voluntary displacement award, if later) shall be the first day in the pro-rata calculation for which reimbursement is due.
10-C Paid Move Conditions
10-C-1 Moving expenses, when provided by this Agreement, shall be available under the following conditions:
10-C-1-a The primary residence from which the Pilot moves must be located within the continental United States or within 200 miles of the Pilot’s old Base;
10-C-1-b The Pilot moves his primary residence to a location within 200 miles of the primary airport serving the Base of his most recent vacancy or displacement award;
10-C-1-b-(1) The Pilot may also move his primary residence to a location within 200 miles of any airport that is paired with his primary Base airport on the list of airport pairs shown in Section 4-D-4.
10-C-1-c The move is at least fifty (50) miles closer to the primary airport serving the Base of his most recent vacancy or displacement award than his previous primary residence;
10-C-1-d The Pilot has received notice of his activation in the Category which entitled him to the paid move, unless he has requested and received advance permission to move earlier (this would not apply to Career Moves under Section 10-B-2 where no change in Base occurred);
10-C-1-e A Pilot should complete his paid move within twelve (12) months of his activation date. If the Pilot is unable to complete his move within this twelve (12) month period, he shall inform the Company of his need for an extension and provide a reason for this request; and
10-C-1-f The Pilot has informed the Company of the location from which his household goods will be picked up by completing the appropriate Company form(s). This location must be the Pilot's primary residence, and the Pilot is required to coordinate his move arrangements through the Company. The Company shall not provide reimbursement for expenses incurred with a mover with whom the Pilot has made his own arrangements.
10-C-2 Transfers To/From Training Center: A Pilot who transfers to the Denver Training Center from DENFO, and vice versa, is not considered to have incurred a change in Base. Such Pilot shall not be eligible for reimbursement of moving expenses as provided in this Agreement based solely on this transfer.
10-D Paid Move Commuter Passes
Except as otherwise provided in this Agreement, a Pilot eligible for a Company paid move shall be provided Commuter Passes as follows:
10-D-1 The following Pilots shall receive Commuter Passes upon request:
10-D-1-a A Pilot who is displaced to a Category (including a Pilot awarded a vacancy out of a Category affected by displacement, see Section 8-E-5-b) whose Base is different from his previous Base.
10-D-1-b A Pilot who receives an award to a “new” Category (as defined in Section 8-D-1-d), provided the award is also to a Base that is different from his previous Base.
10-D-1-c An I/E who is surplused to the line, excluding I/Es who are surplused from DEN training center to DEN base.
10-D-1-d An I/E who is surplused and who accepts a transfer to a different training center.
10-D-1-e A Pilot entitled to a First-Time Captain Move.
10-D-2 The following Pilots shall receive Commuter Passes upon a verbal declaration of good-faith intent to move (using the Company-paid move process) and submission of move paperwork (it is understood that the Pilot may not be able to provide an address to which he intends to move when submitting the move paperwork):
10-D-2-a A Pilot who is displaced to a Category (including a Pilot awarded a vacancy out of a Category affected by displacement, see Section 8-E-5-b) with no change in Base.
10-D-2-b Pilot who activates his career move and who satisfies the conditions of Section 10- C-1-a.
10-D-2-c Unless covered by Section 10-D-1 above, a Pilot with a move entitlement to/from Guam.
10-D-2-d A Pilot who is recalled to a Base other than that from which he was furloughed.
10-D-2-e Continuation of Commuter Passes received under this Section 10-D-2 may be tied to a continued demonstration of good faith intent to move (using the Company-paid move process); for example, a requirement that the Pilot has completed a household goods survey may be used.
10-D-3 When covered under Section 10-D-1 or Section 10-D-2 and for moves Within the Continental US: For a Pilot whose primary residence is located within the continental United States, he shall be allowed NRPS PS-5 travel between his former Base or On-Line residence and his new Base until such time that he moves his home to the new location, not to exceed six (6) months after the activation date of his awarded Category. In addition, if such Pilot has not moved his home to the new location within six (6) months, he shall be allowed the highest priority NRSA travel until he moves, not to exceed an additional six (6) months. If a Pilot has used this NRPS/NRSA travel entitlement, and he subsequently receives another award which is located at the Base from which his first move entitlement originated, the Company shall continue to provide NRPS/NRSA travel until the Pilot is activated into his subsequently awarded Category.
10-D-4 When covered under Section 10-D-1 or Section 10-D-2, and for moves From Outside the Continental US or To Guam: A Pilot whose primary residence is outside of the continental United States, or who is moving to Guam shall be provided with the following:
10-D-4-a Commencing on the date of activation in the new Category, a Pilot is entitled to three (3) months of NRPS PS-5 travel to and from the On-Line airport nearest his residence and his Base. The use of these passes must be in connection with travel to and from a work assignment. The Pilot may only book, and the Company shall only authorize, NRPS PS-5 travel under this provision within seven (7) days of the start of his work assignment.
10-D-4-b Following the completion of the three (3) month NRPS PS-5 travel period, the Pilot shall then be eligible for nine (9) months of NRSA travel to and from the On-Line airport nearest his residence and his Base. The use of these passes must be in connection with travel to and from a work assignment.
10-D-4-c For purposes of this Section 10-D-4, the location of a Pilot’s primary residence does not impact whether he is ‘eligible for a Company paid move’. When a good-faith intent to move is required of a Pilot who does not satisfy the conditions in Section 10-C-1-a, reasonable alternative conditions not tied to the Company-paid move process shall be utilized. The Pilot’s move must still comply with Sections 10-C-1-b, c, d and e.
10-D-4-d This Section 10-D-4 shall cease to apply at such time that the Pilot moves his home to the new location.
10-D-4-e Nothing stated in this Section 10-D-4 shall affect the application of any other provision of the Agreement.
10-E Paid Move Travel Days and Expenses
A Pilot who is exercising his paid move entitlement shall be eligible to receive the following:
10-E-1 Three (3) travel days (five (5) travel days if transferring to/from a Base outside the continental United States) or, if the Pilot chooses to drive an automobile to his new primary
residence, he shall receive the greater of three (3) travel days or the number of travel days equal to the distance between the Pilot's old primary residence and his new primary residence divided by 400 (calculated based on the most direct AAA mileage). Remainders over 100 shall provide an extra travel day. All travel days must be taken as a block of consecutive days.
10-E-2 Reimbursement of reasonable en route driving expenses (mileage, meals, hotels and laundry) for one (1) en route trip. With the exception of meals (reimbursed up to thirty dollars ($30) per day per person), these expenses must be supported by receipts. Receipts for en route expenses must coincide with the travel days the Pilot has requested from the Company. Mileage shall be calculated and reimbursed at the rate of twenty-nine cents ($0.29) per mile or the rate in accordance with Company policy whichever is greater, for up to two (2) automobiles.
10-E-3 The option of driving one (1) automobile from his old primary residence or old Base to his new primary residence and shipping a second automobile from his old primary residence or his old Base to his new primary residence.
10-E-4 In lieu of en route driving expenses, the Pilot has the option of shipping up to two (2) automobiles from his old primary residence or old Base to his new primary residence. If the Pilot ships two (2) automobiles, he is entitled to three (3) travel days only (except that a Pilot transferring to/from a Base outside the continental United States shall receive no less than five (5) travel days).
10-E-5 The Pilot may take travel days provided for in Section 10-E-1 at his option so long as he informs the Company at least seven (7) days prior to when he intends to take the time. If the requested travel days would result in a Trip(s) drop on New Year's Day, Memorial Day, Easter, Fourth of July, Labor Day, Thanksgiving Day or Christmas or the day on either side of such days, Company concurrence is required. The Pilot's compensation shall not be reduced for travel days taken on previously scheduled work days.
10-E-6 A Pilot may, at his option, have his travel days included in Monthly Schedule Preferencing provided he informs the Company at least three (3) days prior to Monthly Schedule Preferencing for the Bid Period in which he intends to take his travel days. Travel days included in Monthly Schedule Preferencing shall have a pay value of five and one-quarter (5:15) hours per day. A Pilot whose travel days were included in Monthly Schedule Preferencing shall not have his minimum days off prorated due to such travel days.
10-E-7 A Pilot using travel days shall not be required to use vacation days if the number of travel days is insufficient to completely cover all dropped flying. If the Company could reasonably deadhead the Pilot to work a portion of a Trip not covered by travel days, he may, with Company concurrence, use vacation days and opt out of working this partial Trip.
10-E-8 The entitlements in this Section 10-E shall expire ninety (90) days after the Pilot’s household goods are delivered to his new location. However, if the Pilot requests a date-specific extension of these entitlements due to extenuating and reasonable circumstances, and the extension request is received before his household goods are delivered to his new location, that extension will be granted.
10-F Paid Move Miscellaneous Allowance
In order to reimburse employees, who are eligible for a Company paid move, for miscellaneous expenses not otherwise covered by the provisions of this Section 10, an allowance of up to $6,000.00 shall be available, subject to submission of evidence of actual expenditure.
10-G Transfer Days and Expenses
Any Pilot whose Base has changed and is either (1) not eligible for a paid move or (2) eligible for a paid move but chooses not to move his household goods from his primary residence, shall be entitled to the following:
10-G-1 Three (3) transfer days (five (5) transfer days if transferring to/from a Base outside the continental United States) to be used after the award triggering the Base change, but not later than ninety (90) days after activation. However, if the Pilot chooses to drive one (1) automobile, he shall receive the greater of three (3) transfer days or the number of transfer days equal to the distance between the Pilot's old Base and his new Base divided by 400 (calculated based on the most direct AAA mileage). Remainders over 100 shall provide an extra transfer day. All transfer days must be taken as a block of consecutive days.
10-G-1-a By fleet, the Company may offer all Pilots who have requested transfer days for a particular Bid Period five and one-quarter (5:15) hours of Add Pay for each transfer day the Pilot would otherwise be entitled to receive (up to five (5) days) in lieu of having the transfer days included in the Pilot’s schedule. Such offer must be made prior to the opening of Monthly Schedule Preferencing in accordance with Section 20-C-1-a and accepted by the Pilot no later than the deadline set forth in Section 20-B-4.
10-G-2 Reimbursement of reasonable en route driving expenses for mileage, meals (not to exceed thirty dollars ($30) per day per person), hotel and laundry. With the exception of meals, these expenses must be supported by receipts. Receipts for en route expenses must coincide with the transfer days the Pilot has requested from the Company. Mileage shall be calculated based on the most direct AAA mileage between the Pilot’s old Base and his new Base, and reimbursed at the rate of twenty-nine cents ($0.29) per mile or rate in accordance with Company policy, whichever is greater.
10-G-3 For the Pilot who does not choose to drive an automobile, the Company shall ship one (1) automobile to the Pilot's new Base from his primary residence or old Base. Shipment of an automobile shall not be available if the mileage between the Pilot's old Base and his new Base is less than 500 miles. Further, shipment of an automobile shall only be available between locations in contiguous North America. However, for a Pilot who was previously based in Guam and whose primary residence is still in Guam, the Company shall ship one (1) automobile to the Pilot's new Base from Guam; such Guam shipping entitlement may only be used once, except that if the Pilot becomes based in Guam again in the future, the entitlement shall again become available.
10-G-3-a This entitlement shall expire ninety (90) days after activation. However, if the Pilot requests a date-specific extension due to extenuating and reasonable circumstances, and the extension request is received before activation, that extension will be granted.
10-G-4 Transfer days shall be included in Monthly Schedule Preferencing and shall have a pay value of five and one-quarter (5:15) hours for each transfer day. As long as the Pilot complies with the time limit in Section 10-G-1, the Pilot may take transfer days at his option provided he informs
the Company at least three (3) days prior to Monthly Schedule Preferencing for the Bid Period in which he intends to take his transfer days. A Pilot shall not be permitted to schedule his transfer days on New Year's Day, Memorial Day, Easter, Fourth of July, Labor Day, Thanksgiving Day or Christmas or the day on either side of such days, without Company concurrence. A Pilot with transfer days shall not have his minimum days off prorated due to his transfer days.
10-G-5 For new hire Pilots and any Pilots returning from furlough, the transfer day entitlement shall be determined based on the distance between the respective training center and the Base to which the Pilot is assigned pursuant to the method in Section 10-G-1; additionally, for such Pilots the entitlement in Section 10-G-3 shall only apply between the respective training center and the Base to which the Pilot is assigned (subject to the 500-mile minimum). If a Pilot is trained at more than one training facility, the facility at which the Pilot’s automobile is located shall be used for purposes of this Section 10-G-5. However, in no case shall such Pilots receive less than three (3) transfer days (five (5) transfer days if assigned outside the continental United States) regardless of the training location or assigned Base.
10-G-6 Notwithstanding Section 10-G-1, if the Pilot receives a vacancy award to a new Base prior to informing the Company in accordance with Section 10-G-4 of the Bid Period in which he intends to take any transfer days to which he is already entitled, then the entitlement to those transfer days shall expire.
10-G-7 Notwithstanding Section 10-G-1, a Pilot shall not be allowed transfer days associated with a particular Category more than once in a rolling eighteen (18) Bid Period timeframe. For example, if a Pilot uses transfer days associated with the ORD 737 FO Category in the March 2023 Bid Period, the Pilot shall not be again allowed transfer days associated with the ORD 737 FO Category until the September 2024 Bid Period. Transfer days associated with a displacement award shall not be subject to the restriction in this paragraph, and transfer days taken prior to the displacement shall not be considered in applying this provision.
10-H Relocation Passes
Any Pilot whose Base has changed as a result of the application of this Agreement (with or without a related Company paid move entitlement) and who actually relocates his primary residence as a result of that Base change, shall receive On-Line NRPS travel for himself and his immediate family, from the point of his old primary residence (or nearest On-Line city) to the new Base. Such travel shall be available for the purpose of locating the Pilot and his family at his new residence. This travel shall also be available:
10-H-1 to a new hire Pilot in order to locate at his first assigned Base; and
10-H-2 to a Pilot upon recall from furlough to locate at the Base to which he is being returned, regardless of whether he is or is not returned to the Base from which he was furloughed.
10-I Overlapping Entitlements
10-I-1 Should a Pilot receive a subsequent paid move entitlement prior to his using an earlier entitlement, he shall be entitled only to one (1) Company paid move.
10-I-2 Notwithstanding the provisions of Section 10-I-1, should a Pilot receive another vacancy or displacement award which is located at the Base from which his first entitlement originated, prior
to using the entitlement associated with that first award, he shall receive no new paid move entitlement and shall also forfeit the first entitlement.
Example: A Pilot who has an unused entitlement between ORD and DEN would receive no new entitlement if he received an award back to ORD and was activated before the expiration of the paid move entitlement period associated with the original ORD-DEN entitlement. Under these circumstances, the initial ORD to DEN entitlement would also expire.
10-I-3 A Pilot entitled to a Company paid move shall not forfeit that paid move entitlement if, prior to completing the move, he is awarded a vacancy to another position in the same Base associated with that paid move entitlement.
Example: A DEN based A320 First Officer is entitled to a Company paid move to ORD as a 767 First Officer. Prior to completing the move from DEN to ORD, the Pilot is awarded a vacancy to a 777 First Officer position in ORD. This Pilot shall not forfeit the initial paid move entitlement.
10-J Mileage Reimbursement
10-J-1 Except as otherwise provided in Sections 10-G-1 and 10-G-2 (for Transfer Days), the Company shall calculate mileage reimbursement based on the most direct AAA mileage from the Pilot’s primary residence, to his new primary residence, plus garage storage expenses while in transit.
10-J-2 A Pilot is eligible for mileage reimbursement as provided in Section 10-E (Travel Days) and Section 10-G (Transfer Days) only if he owned the automobile(s) on the date of activation at the new Base.
10-K General
10-K-1 Except as otherwise provided in this Agreement, Pilots who have transferred to/from a Base outside the continental United States, and who have had their cars shipped by the Company shall be reimbursed for the cost of a rental car until their own car(s) arrive.
10-K-2 A Pilot shall be considered to have exercised a paid move entitlement by using NRPS/NRSA commuting tickets pursuant to Section 10-D; making arrangements with a mover; and/or requesting reimbursement for mortgage maintenance costs, lease termination costs, temporary living expenses or other covered miscellaneous expenses associated with the move. A Pilot’s use of authorized travel for the purpose of house hunting alone shall not be considered an exercise of a paid move.
10-K-3 In the event a Pilot incurs and is reimbursed for expenses associated with house hunting and he subsequently does not take his paid move entitlement, he shall not be required to repay the Company for any expense money received.
10-K-4 Pilots entitled to Travel expenses under Section 10-E or Transfer expenses under Section 10-G shall be allowed to ship household effects via NRSA freight.
10-K-5 New hire Pilots may ship up to 2000 pounds via NRSA freight.
10-K-6 The Company shall provide a federal income tax liability reimbursement as a result of the Company paid transfer and moving expense. At the end of each year, the Pilot shall be provided
a listing of all transfer and moving expenses paid to or on the Pilot’s behalf. In addition, the Company shall provide a listing of the breakdown between deductible and non-deductible expenses, showing the calculation of the tax override on the non-deductible portion.