- d
(Approved by the President by delegations of authority Executive Order No. 4 and Executive Order No. 9)
1. Purpose
State law (RCW 43.03.125) provides that an agency may, within existing resources, authorize a lump sum relocation payment when it determines it is necessary to successfully recruit and retain qualified candidates who will have to make a domiciliary move in order to accept the position. This policy outlines the conditions for authorizing a lump sum relocation payment to a qualified candidate for a position at the University of Washington.
2. Scope
This policy applies to candidates for classified and professional staff positions, faculty, and other academic personnel.
3. Definitions
Lump sum relocation incentive payment: A payment, made within the University’s existing resources, necessary to recruit and retain a candidate who will have to make a domiciliary move in order to accept a University position.
4. Delegated Approval Authority and Considerations When Determining a Relocation Incentive Payment
Other than the approval for exceptional payments outlined in Section 5, or repayment periods longer than one year from the date of the appointment for faculty appointees and professional staff outlined in Section 7, the appropriate administrative officials with the delegated authority to authorize a lump sum relocation payment are as follows:
- For faculty and academic personnel appointees the delegated authority is the dean or chancellor.
- For professional staff and contract classified staff, the delegated authority is the dean, chancellor, vice president, medical centers associate administrator, or other position with equivalent administrative authority.
- For classified non-union staff, the President has final approval authority for lump sum relocation incentive payments (WAC 357-28-310).
In determining the appropriate relocation compensation amount, the delegated authority will consider such factors as the availability of qualified candidates, the skills and qualifications of the candidate, and the difficulty of recruitment. Officials with delegated relocation incentive payment approval authority may require that specific unit implementation guidelines be established and followed before relocation incentive payments may be made.
Payment of the relocation incentive payment must be within the University’s existing resources (RCW 43.03.125). The relocation incentive may be in addition to the payment for moving expenses made in accordance with APS 34.1, “Payment of Moving Expenses Incurred by New or Transferred Employees.”
5. Approval for Exceptional Payments
The following administrative officials must approve any relocation payments in excess of $50,000 or 25% of the employee’s first year full-time annualized salary, whichever is greater:
- For faculty and academic personnel appointees, the Provost and Executive Vice President for Academic Affairs.
- For professional staff and contract classified staff, the Vice President for Human Resources or designee.
- For classified non-union staff, the President has final approval authority for lump sum relocation incentive payments (WAC 357-28-310).
6. Circumstances for Repayment by the Employee
If within one year of the date of appointment or transfer, or within the repayment period established under Section 7, the employee voluntarily terminates employment or engages in behavior that makes termination of employment necessary, the full amount of the relocation incentive payment must be repaid to the University. Employment offer letters must include notification of the repayment provision.
Termination of employment as a result of layoff, disability separation, or other good cause as determined by the President, the Provost, or the Vice President for Human Resources, or the respective designees, will not require repayment of the relocation compensation (WAC 357-28-315).
7. Approval for Repayment Periods Longer Than One Year from the Date of Appointment for Faculty Appointees and Professional Staff
Faculty appointees and professional staff approved for exceptional lump sum relocation incentive payments greater than $100,000 may be subject to repayment requirements longer than one year from the date of appointment. Repayment schedules must be approved by the delegated official in Section 4 and are subject to final approval by the Provost or the Vice President for Human Resources, respectively. In such cases, the faculty appointee’s or professional staff employee’s offer letter(s) and/or appointment letter(s) should clearly reflect the length of the repayment obligation. In no case should the term of repayment obligation extend longer than the term of the appointee’s initial appointment.
Termination of employment as a result of layoff, disability separation, or other good cause as determined by the President, the Provost, or the Vice President for Human Resources, or respective designees, will not require repayment of the relocation compensation.
8. Lump Sum Payments Are Taxable to the Employee
With the passing of the Tax Cuts and Jobs Act in December 2017, effective January 1, 2018, all payments made by the institution for an employee move are taxable to the employee.
9. Responsible Office and Additional Information
For information on how to obtain a Relocation Incentive Payment approval, see the Lump Sum Relocation Incentive Payment web page.
10. History
October 8, 2003; February 26, 2019; September 3, 2019; January 10, 2023.