FSD 44 - Holidays
Introduction
This 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 44
44.01 An employee is entitled to the same number of designated holidays with pay per calendar year as would apply under a collective agreement or other appropriate authority for service in Canada.
44.02 Notwithstanding the provisions of a 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 a 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.
Instruction
Before 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.
Guideline
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 less than that provided in a 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 a 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
This directive replaces FSD 45 - Foreign service travel and specifies the conditions for the use of credits in the travel credit bank and leave credit bank which had accrued prior to October 1, 1997. This directive also sets out transitional provisions for employees at post on June 1, 2001, who were under the provisions of FSD 45 - Foreign service travel, of the 1993 Foreign Service Directives on May 31, 2001.
This directive will be cancelled when all travel and leave credits have been liquidated.
Directive 45
Foreign Service Travel Credit Bank
45.01 Foreign service travel credits which were converted from leave credits to a foreign service travel credit bank on October 1, 1997, are available to assist employees and their family and friends to travel between the post and another location, and for family members and friends to visit the employee at post or travel with the employee to another location.
45.02
(a) Each full foreign service travel credit is converted to a non-accountable travel allowance, to reflect 75% of full (Y) economy air fare between the employee's post and the headquarters city at the time the allowance is authorized. Where there is no Y fare, 100% of Y2 fare shall be used.
(b) A foreign service travel allowance may be requested in local currency or in Canadian dollars. Employees applying for the allowance will be required to identify the purpose for which the allowance is requested, and will later be required to prove or substantiate that the purpose for which the allowance was intended has actually been met.
(c) It is not the intent to provide employees with an allowance for purposes other than travel as specified in this directive. While the allowance is intended for transportation costs, it is accepted that up to 30% of the allowance may be used for travel-related costs such as accommodation and meals.
Instruction
Provisions for the issue and verification of foreign service travel credits / allowances are found in FSD 70 - Reporting requirements and verification of allowances.
45.03 A foreign service travel credit/allowance may be used:
(a) for travel while an employee is on posting; and/or
(b) for travel in conjunction with relocation travel, to and/or from a post, when authorized in advance and subject to audit on arrival at the new place of duty; and/or
(c) for travel, following receipt of a Posting Confirmation Form (or equivalent), to the employee's new place of duty outside Canada, to seek or facilitate spousal employment, to arrange for the education of dependants, or for house hunting where a house hunting trip has not been authorized for reasons of cost-effectiveness;
and where
(d) travel may be taken on more than one occasion and/or by more than one person;
(e) more than one travel credit may be used at the same time (for example, the employee may wish to bring two or more family members from Canada to visit at the post);
(f) travel may be combined, that is, travel from post may be combined with travel from a second location to a common third location destination; and
(g) with the advance approval of the deputy head, travel may be taken in conjunction with travel authorized under another directive (for example, family reunion travel, compassionate travel).
Instructions
1. Transportation by car, at the lower kilometric/mileage rate, is acceptable provided the destination is more than 150 kilometres from the post and the trip involves one or more night's accommodation. The lower kilometric/mileage rate is established by the Deputy Minister of Foreign Affairs by adjusting the Lower Kilometric/Mileage Rate applicable to Ottawa (as approved by the National Joint Council and quoted on the Treasury Board of Canada Government Travel web site www.tbs-sct.gc.ca/pubs_pol/hrpubs/tbm_113/menu-travel-voyage-eng.asp), to exclude the fuel/gasoline component of that rate and replace it with a component based on the fuel/gasoline cost incurred by the employee at the post;
2. Where travel does not originate at the post, the employee's post must appear on the travel itinerary and there must be a minimum stopover of 24 hours at post before travel is resumed.
45.04 Requests for a foreign service travel allowance shall not be unreasonably denied.
45.05 On written request to the headquarters' FSD Administrator, an employee may convert foreign service travel bank credits to foreign service leave bank credits at the rate of 10 days foreign service leave for each full travel credit.
45.06
(a) Where an employee's posting is terminated before the travel for which the allowance was granted has started, the employee,
(i) on request, shall be authorized to use travel under this directive in conjunction with relocation travel under FSD 15 - Relocation, on final departure from post, unless the employer can demonstrate that operational requirements preclude circuitous travel, or
(ii) shall repay the allowance in full, in which case the travel credit shall be reinstated, or
(b) Where an employee's posting is terminated before the travel for which the allowance was granted has been completed, the employee,
(i) on request, shall be authorized to use travel under this directive in conjunction with relocation travel on final departure from post, unless the employer can demonstrate that operational requirements preclude circuitous travel, or
(ii) may repay the allowance in full, in which case the travel credit shall be reinstated, or
(iii) may repay 50% of the allowance, where it can be demonstrated that approximately 50% of the allowance has been used, in which case a ½ travel credit shall be reinstated,
except that,
(c) where travel has been authorized in conjunction with relocation travel under FSD 15 - Relocation, on arrival at the new place of duty an employee shall be required to demonstrate that the allowance has been used as intended, and
(d) in applying Sections 45.06 (a) and (b), an employee will normally be required to return that portion of the allowance which has not been used for travel (and which will not be used in conjunction with relocation travel under FSD 15 - Relocation), unless, in the opinion of the deputy head, there are extenuating circumstances which merit special consideration; extenuating circumstances include those situations where an employee can demonstrate the purchase of non-returnable tickets, or where pre-paid vacation or travel arrangements cannot be canceled or are subject to a financial penalty.
45.07 On completion of all travel for which the allowance was issued, and no later than final departure from post, (except on relocation, as provided for under Sections 45.03 (b) and 45.06 (c)), the employee will be required to provide such documentation as the employer may require to demonstrate that the purpose of the allowance has been met. It is the employee's responsibility to provide proof of usage satisfactory to the deputy head, such as travel documents/tickets etc., in support of all travel claimed against the travel credit. Where an employee cannot show acceptable proof of travel taken, the allowance shall be repaid in full, and the travel credit restored to the employee's foreign service travel credit bank.
Instruction
Provisions for the verification of foreign service travel credits / allowances are found in FSD 70 - Reporting requirements and verification of allowances.
45.08 On cessation of employment from a foreign service department, an employee shall receive cash payment for all outstanding foreign service travel credits, on the basis of salary in effect on the last day of employment with a foreign service department, at a conversion rate of 10 days foreign service leave for each full travel credit.
Foreign Service Leave Credit Bank
45.09 An employee who elected to retain foreign service leave credits after October 1, 1997,
(a) may retain and use foreign service leave credits during employment with a foreign service department; and/or
(b) may receive cash payment for any or all foreign service leave credits, on the basis of salary in effect on the date the request is made; and
(c) shall receive cash payment for all outstanding foreign service leave credits on termination of employment from a foreign service department, on the basis of salary in effect on the last day of employment with a foreign service department.
Transitional Provisions
45.10 Employees at post on June 1, 2001, who were under the provisions of FSD 45 - Foreign service travel, of the 1993 Foreign Service Directives on May 31, 2001, shall remain under these 1997 provisions until:
(a) the next annual anniversary date of arrival at post; or
(b) the first day following completion of the time necessary to fulfill the requirement for a travel allowance, where one or more travel allowances have been authorized in advance;
at which time, unless an employee elects for post leave in accordance with FSD 46.02(b)(i) of FSD 46 - Post leave/option, such employee shall receive a post-specific allowance, in accordance with FSD 56 - Foreign service incentive allowances.
FSD 46 - Post leave/option
Introduction
This directive provides an employee with an optional benefit of ten days of post leave per year, in lieu of the provisions for a post specific allowance under FSD 56 - Foreign service incentive allowances. Unless specifically requested, employees will receive the post specific allowance rather than post leave.
Directive 46
46.01 An employee shall have the choice of electing for post leave, as outlined under this directive, or a post specific allowance under FSD 56 - Foreign service incentive allowances, but not both. Unless post leave is specifically requested, an employee shall receive the post specific allowance.
46.02 Where an employee elects for post leave, the provision of this directive shall apply:
(a) on or after June 1, 2001, as applicable, for employees who arrive at post on or after this date, or
(b) on such date as may be determined by the deputy head, subsequent to June 1, 2001, for employees,
(i) who are on posting on June 1, 2001 and who are subject to the transitional provisions under Section 46.05; or
(ii) who are in receipt of a post specific allowance under FSD 56 - Foreign service incentive allowances;
46.03 The deputy head shall grant post leave to an employee under the same conditions as vacation leave would be granted for the employee's occupational group, except that:
(a) post leave credits are available for use at post, are portable between posts, and may be used in conjunction with relocation travel from post;
(b) the total accumulation of post leave credits at any time shall not exceed 40 days; when this maximum is reached, the employee will automatically receive the post specific allowance under FSD 56 - Foreign service incentive allowances, until such time as the employee reduces post leave credits below 40 days and again elects for the provisions of this directive for post leave;
(c) on request, an employee may receive cash payment for any or all accrued post leave credits, on the basis of salary in effect on the date the request is made, and
(d) post leave credits shall be cashed out on the employee's return to Canada, on the basis of salary in effect on the date of the employee's return to duty in Canada.
46.04
(a) Where an employee elects for post leave, credits shall be accumulated at the rate of 10/12 of a day for each completed month of service at a post, until:
(i) completion of an employee's tour of duty (or tours of duty, in the case of cross-posting), to a maximum of 40 days, or
(ii) the last day of the month following two months' notification by the employee to change from post leave (FSD 46) to a post specific allowance (FSD 56);
(b) For purposes of calculating credits under this directive, an employee shall be deemed to have a completed month of service where at least ten compensation days are spent at a post, except that during a cross-posting an employee cannot accumulate credits on the basis of two periods of ten compensation days within the same calendar month.
Instructions
1. The deputy head shall ensure that a record of post leave credits is maintained.
2. To request a change from a post specific allowance to post leave, or vice-versa, employees should inform their headquarters FSD Administrator, in writing, two months prior to the date of the desired change. Normally, e-mail would be the preferred method of communication, in order to ensure sufficient time to effect the change, but fax or official mail may be used when appropriate.
3. In applying Sections 46.03 and 46.04:
(a) Post leave may be taken on its own or in conjunction with vacation leave and/or with foreign service leave, where an employee has a bank of foreign service leave credits.
(b) It should be noted that vacation leave, post leave and foreign service leave are entitlements. Every effort should be made to authorize leave as requested by the employee.
Transitional Provisions
46.05 Employees at post on June 1, 2001, who were under the provisions of FSD 45 - Foreign service travel of the 1993 Foreign Service Directives (revised October 1, 1997) on May 31, 2001, shall remain under these 1997 provisions until:
(a) the next annual anniversary date of arrival at post, or
(b) the first day following completion of the time necessary to fulfil the requirement for a travel allowance, where one or more travel allowances have been authorized in advance,
at which time, unless an employee elects for post leave in accordance with Section 46.02(b)(i), such employee shall receive a post specific allowance in accordance with FSD 56 - Foreign service incentive allowances.
FSD 47 - Leave for post-attributable injury and illness
Introduction
Any absence caused by an injury or illness that, as determined by Health Canada, would not normally occur or is not endemic to Canada, is not chargeable to an employee's leave credits, regardless of the location of the employee at the time the absence occurs. Other absences due to illness or injury not covered by this directive are subject to the provisions of the appropriate collective agreement or applicable regulations.
Directive 47
47.01 Where Health Canada determines that an illness is not endemic to Canada, the deputy head may authorize leave for post-attributable illness.
47.02 Where Health Canada determines that an injury gives rise to circumstances not normally experienced in Canada, the deputy head may authorize leave for absences due to the injury for a period which is in excess of that which would normally be incurred in Canada.
47.03 No charge to an employee's accumulated sick leave credits shall be made when an employee is absent from duty because of a post-attributable illness not endemic to Canada, or circumstances arising from an injury that would not normally occur in Canada, regardless of the location of the employee's place of assignment at the time of absence.
FSD 48 - Other leave
Directive 48
The deputy head may grant more leave for family-related responsibilities or bereavement than a collective agreement or other authority permits for a similar situation if, in the opinion of management, its occurrence at a post imposes hardship beyond that which would occur in Canada. However, not more than eight additional days may be granted under this directive in respect of any one circumstance.
FSD 50 - Vacation travel assistance
Introduction
This directive recognizes that it is in the interest of both management and employees that employees and their families have access to a vacation travel allowance to visit Canada and/or take a vacation away from the post during each posting, with more frequent travel provisions for employees at more difficult posts.
Issue and verification procedures are found in FSD 70 - Reporting requirements and verification of allowances.
Directive 50
50.01 An employee and any dependant normally residing with the employee at a post shall be entitled to vacation travel allowance (VTA) to assist them in taking a vacation in Canada or some other location,
(a) from posts which are not listed in the Appendix to FSD 58, once per tour of duty (including any extension), of three years or more; where an employee is assigned to a non-hardship post for a period of less than three years, such an employee shall only be entitled to an allowance at the end of the posting in accordance with Section 50.02(a);
(b) from posts at Levels I and II in the Appendix to FSD 58, once per two-year tour of duty plus one trip for each additional year beyond two years;
(c) from posts at Levels I and II in the Appendix to FSD 58, twice per three-year tour of duty, plus one trip for each additional year beyond three years;
(d) from posts at Levels III, IV and V in the appendix to FSD 58, once for each year for the number of years of the tour of duty, plus one trip for each additional year beyond the normal tour of duty.
Instruction
1. "Dependant normally residing with the employee at the post" includes primary and secondary school students who are being educated away from the post but not in Canada under the provisions of FSD 34.05 where educational facilities at the post are not compatible.
2. Where assistance has been authorized in accordance with FSD 18 - Special family separation assistance, the allowance authorized under section 50.01 may be used by the employee and all the employee's dependants.
50.02
(a) In addition to the travel entitlements specified in Section 50.01, an employee and any dependant normally residing with the employee at the post may request to travel between the post and the headquarters city, on the termination of each posting in accordance with FSD 15.03.
(b) The employee does not have the option of deferring relocation travel under FSD 15.03.
(c) The deputy head has the right to defer an employee's relocation travel to the headquarters city under FSD 15.03 for operational reasons. In such a case, the employee shall have one additional VTA under this directive for travel to the headquarters city during the new posting. This travel to the headquarters city must be identified on the FSD 70 Travel Certification form for FSD 50.
Instructions
1. Employees may be required by the deputy head to provide evidence that the VTA has or will be used for vacation travel, in accordance with the intent of this directive, to assist employees and their dependants in taking one or more vacations away from the post.
2. Travel authorized under Section 50.02 on termination of posting may only be authorized in conjunction with relocation travel under FSD 15 - Relocation, and does not apply to situations of posting extension.
50.03
(a) Employees should anticipate changes in family size when applying for VTA. Once issued, VTA cannot be adjusted to recognize the arrival or departure of a dependant.
(b) Where a VTA is authorized, dependants do not have to travel together or with the employee.
50.04 Where travel is authorized under Section 50.01 and/or 50.02(c), the deputy head shall authorize a non-accountable vacation travel allowance equivalent to:
(a) 80% of full (Y) economy class fare, for a return journey from the employee's post to the headquarters city; and
(b) where there is no full (Y) economy class fare for all or a portion of the journey, 100% of special (Y2) economy class fare shall be used for the full journey;
where the allowance shall correspond to the post specific allowance established under FSD 56.10 on June 1st of each year.
Instruction
Provisions for the issue and verification of vacation travel allowances are found in FSD 70 - Reporting requirements and verification of allowances.
50.05
(a) When the employee travels under Section 50.01 of this directive, there is no minimum number of compensation days of leave with pay which must be taken.
(b) An employee shall use the allowance for travel outside the mission, and may be used on one or more occasions upon submission of a travel plan which shall indicate travel for everyone for whom an allowance has been authorized.
(c) Employees are expected to demonstrate that a minimum of 75% of the allowance is spent on travel and travel related expenses, including transportation, accommodation, meals and incidental travel expenses such as tours, entry fees etc. Certification is required on completion of travel or at the end of the posting, as applicable, in accordance with FSD 70 - Reporting requirements and verification of allowances.
Instructions
1. Vacation leave is an entitlement and should be authorized at the same time that the VTA is approved.
2. When travel is by PMV or rental vehicle, an employee may include expenses for vehicle rental, fuel, oil, road/bridge tolls, ferries and other transportation charges/fees, but may not base travel on a mileage/kilometric rate.
50.06 An employee authorized to travel under this directive who is returning to a Level III, IV or V hardship post may arrange for the shipment of additional personal and household goods as an extension of the provisions of FSD 15.13 - Relocation. The employee will be entitled to either one air shipment not to exceed 20 kilos for the employee and for each accompanying dependant, or accompanied excess baggage not to exceed 20 kilos for the employee and for each accompanying dependant, and where:
(a) the cost shall be limited to the lesser cost of either air cargo or accompanied excess baggage, as determined by the deputy head on the basis of the employee's weight entitlement for shipment from the employee's headquarters city to the employee's post at the time travel is taken;
(b) such shipment must originate from a location on the return routing to the post and must relate to the period of travel;
(c) an employee may claim the cost of charges for customs duties, taxes and/or clearance charges imposed by the host country on the air cargo/accompanied excess baggage.
Instructions
1. An employee may claim for excess baggage or an air shipment, but not both. Where an employee is claiming accompanied excess baggage, such costs may be incurred from one or more locations on the return routing to the post, up to the amount authorized by the deputy head. Where an employee claims for an air shipment, the cost shall not exceed the amount authorized by the deputy head. This amount shall be determined by the deputy head prior to the employee's departure from the post.
2. An employee is responsible for any demurrage or similar charges incurred as a result of fault, choice or negligence of the employee or dependant and for local transportation costs at the points of origin and destination of the shipment.
50.07 Employees are expected to travel during non-working hours; however, where travel is during working hours, the employee shall be charged the appropriate leave. An exception is made when travel is not possible during non-working hours (for example, all international flights are scheduled for morning, mid-week departures). In such exceptional situations the deputy head shall grant an employee travel leave for a period sufficient to reach the destination of the travel. This period shall not exceed the travelling time by air required for a journey between the post and headquarters city.
50.08 This directive shall apply to each employee of an employee-couple. However, when both employees are at the same post, where a dependant is eligible for travel under this directive, only one employee may claim the entitlements under this directive for each dependant.
50.09
(a) All travel entitlements under this directive may be taken at any time during a posting, but all such travel entitlements automatically lapse on the termination of each posting.
(b) Where the frequency of VTA changes as a result of a reduction in a post's post differential allowance level under FSD 58, this change shall not affect an employee at the post on the effective date of the reduction for the duration of the current tour of duty.
(c) Where the frequency of VTA changes as a result of an increase in a post's post differential allowance level under FSD 58, this change shall only affect an employee at the post on the effective date of the increase where the employee has approximately 12 months remaining in the tour of duty.
50.10 Where an employee travelling under the provisions of this directive is accompanied by a dependant and is instructed to report for temporary duty during the period of authorized travel, the deputy head may authorize the payment of the reasonable and actual living expenses for the period of temporary duty for a dependant who accompanies the employee, in accordance with FSD 15.07 - Temporary Duty En Route.
50.11 In cases of early termination of posting at the initiation of the employee or resignation before the end of the employee's tour of duty at a post, all or a portion of the allowance may be recovered by the deputy head. Such recovery action may be waived when, in the opinion of the deputy head, there are extenuating circumstances beyond the control of the employee. (See related provisions FSD 15.35 and FSD 15.36.)
FSD 51 - Family reunion
Introduction
To minimize the separation in families, where such separation is directly caused by the employee being assigned to a post, the employer provides for telephone calls and for reunion of families at public expense at least once a year. For ease of reference the Appendices to this directive summarize the circumstances and frequency of family reunion travel.
The entitlement for family reunion travel under FSD 18 - Special family separation assistance supercedes the provisions of this directive.
Family Reunion Travel Allowance
51.01 Throughout this directive, the non-accountable family reunion travel allowance shall reflect:
(a) the lowest available airfare appropriate to a particular itinerary, including APEX, charters and other reduced or discounted fares, for the most direct routing between the mission and either the location of the dependant or the headquarters city, as applicable; and
(b) an amount for local transportation costs to and from airports at the points of departure and /or destination; if these costs are not known when the allowance is issued, a supplementary allowance may be issued; and
(c) an amount to cover the expenses for meals, accommodation and local transportation to and from the airport for a necessary stopover, where it is not possible or practicable to arrange an itinerary which will permit continuing travel to the approved destination, when authorized in advance by the deputy head; if these costs are not known when the allowance is issued, a supplementary allowance may be issued;
where
(d) discount and reduced fares shall be selected prior to full fare economy where these rates are available; significant savings can be realized if flights are booked as far in advance as possible; employees are expected to make travel arrangements 4-6 weeks in advance of travel; unless there is a reason acceptable to the deputy head, full-fare economy shall not be authorized; and
(e) where more than one rate is available for the same standard of air travel, depending on whether the ticket is purchased in Canada or at the mission, the most economical airfare rate shall be used, and
(f) where the employee purchases restricted tickets in advance, in order to obtain a reduced fare, the employer will reimburse the cost of the fee necessary to change the ticket, should it be necessary to change the dates of travel for reasons beyond the reasonable control of the employee; and
(g) if the dependant or employee prefers to drive, the family reunion travel allowance shall be based on the lower kilometric/mileage rate for return travel between the location of the dependant and the mission, up to the cost of the lowest available airfare determined in accordance with this section. The lower kilometric/mileage rate is established by the Deputy Minister of Foreign Affairs by adjusting the Lower Kilometric/Mileage Rate applicable to Ottawa (as approved by the National Joint Council and quoted on the Treasury Board of Canada Government Travel web site www.tbs-sct.gc.ca/pubs_pol/hrpubs/tbm_113/menu-travel-voyage-eng.asp), to exclude the fuel/gasoline component of that rate and replace it with a component based on the fuel/gasoline cost incurred by the employee at the post; and
(h) provisions for the issue and verification of family reunion travel allowances are found in FSD 70 - Reporting requirements and verification of allowances.
Child/Student Travelling to Mission
51.02 Subject to Section 51.01, 51.08 and 51.09, the deputy head may provide a non-accountable family reunion travel allowance to an employee or to one employee of an employee couple, for the purpose of family reunion travel for:
(a) Dependent Student - Elementary and Secondary Level:
Three return trips in a twelve-month period for a dependent student who is in full-time attendance at a school where an education allowance is paid under FSD 34 - Education allowances, for travel between the location of the student and the mission, when the dependant is being educated:
(i) in Canada at the elementary or secondary level;
(ii) away from the mission at the secondary level because schools at the mission are not compatible,
where the last year of entitlement shall be the twelve-month period commencing September 1st in which the 21st birthday occurs; and
where one of the trips must be taken during the long school holiday recess;
(b) Dependent Student 21 or Less - Post-Secondary Level:
Two return trips in a twelve-month period for a dependent student who is in full-time attendance at a post-secondary educational institution, for travel between the location of the student and the mission, up to the cost of travel between the headquarters city and the mission for travel from Canada, or between the mission and the headquarters city for travel from outside Canada, where the last year of entitlement shall be the twelve-month period commencing September 1st in which the 21st birthday occurs;
(c) Dependent Student Over 21 and Less than 24:
One return trip in a twelve-month period for a dependent student who:
(i) is over the age of 21 but who has not yet attained 24 years of age; and
(ii) is in full-time attendance at an educational institution which has been approved by the deputy head;
for travel between the location of the student and the mission, up to the cost of travel between the headquarters city and the mission for travel from Canada, or between the mission and the headquarters city for travel from outside Canada; and
where the last year of entitlement shall be the twelve-month period commencing September 1st in which the 23rd birthday occurs.
(d) Child Not in School:
The child of an employee/spouse/common law partner who:
(i) is not a dependent student;
(ii) does not reside with the employee at the mission; and
(iii) normally resides, and is in a dependent relationship with the employee/spouse/common law partner in Canada;
is entitled to:
(iv) two return trips in a twelve-month period, if the child has not yet attained 19 years of age, for travel between the location of the child and the mission, up to the cost of travel between the headquarters city and the mission for travel from Canada, or between the mission and the headquarters city for travel from outside Canada, where the last year of entitlement shall be the twelve-month period commending September 1st in which the 18th birthday occurs;
(v) one return trip in a twelve-month period, if the child is over the age of 18 but has not yet attained 22 years of age, for travel between the location of the child and the mission, up to the cost of travel between the headquarters city and the mission for travel from Canada, or between the mission and the headquarters city for travel from outside Canada, where the last year of entitlement shall be the twelve-month period commencing September 1st in which the 21st birthday occurs.
(e) Child with Special Needs:
Where travel is by a dependent child with special needs (mentally or physically challenged) and the airline will not accept the child unaccompanied, or where the child is under 13 years of age, one of the trips available each year under Section 51.02 may be used for an escort.
Instructions
1. For the purposes of this directive, employee/spouse/common law partner refers to the employee or spouse or common law partner, as appropriate.
2. There is no minimum period of time which the dependant must spend at the mission or which the employee, as provided for in Section 51.08, must spend away from the mission, except that, since the purpose of this directive is to minimize the separation of families resulting from foreign service, it is expected that a reasonable period of time will be spent together as a family. Visits of one week or less shall be reported to the appropriate foreign service interdepartmental coordinating committee.
3. The provisions of Section 51.02(c) may be applied to students in a recognized educational program which includes work assignments between scheduled courses of instruction (e.g.: co-op program)
4. Travel under section 51.02 (e) will only be approved when the employee has provided documentation indicating that the airline will not accept the dependent child on an unaccompanied basis, i.e. letter from the airline.
51.03 Blank
51.04 Blank
Family Reunion for Unaccompanied Employees
51.05 Subject to FSD 18 - Special family separation assistance, unless otherwise specified in this section, where an employee accepts an assignment on an unaccompanied basis, the deputy head may authorize up to two trips per twelve-month period for the dependants of that employee, as follows:
(a) Families Relocated to Third Location:
Where dependants have been relocated to another location under FSD 15.40, the family reunion travel allowance shall be for return travel between the mission and the location of the separated dependants.
(b) Other Situations:
Where Section 51.05(a) does not apply, the family reunion travel allowance shall be for travel:
(i) between the mission and the location of the separated dependants, up to the cost of travel between the mission and the headquarters city, or
(ii) between the location of the separated dependants and the mission, up to the cost of travel between the headquarters city and the mission,
as applicable.
Instruction
The intent of this section is to provide family reunion twice per twelve-month period, except where family reunion travel is only permissible once per twelve-month period, as in Section 51.02(d), where the employee has accepted the posting on an unaccompanied basis.
Family Reunion for Employee-Couples
51.06 Where an employee-couple accept assignments at different Missions, the deputy head may authorize a family reunion travel allowance as follows:
(a) Employee Travelling to Other Employee's Mission:
Up to two trips in a twelve-month period for travel between missions, where either employee, including a dependent child residing with one employee of the employee-couple, may use the entitlement to travel to the mission of the other employee; and
(b) Child/Student Travelling to Either Mission:
Up to three trips in a twelve-month period for travel which would otherwise have been authorized under Section 51.02(a), (b), (c) or (d) from the location of the child/student to either mission, except that:
(i) where travel is in lieu of travel under Section 51.02(a), for a child at the elementary or secondary school level in Canada, two trips must be for the purpose of family reunion with the employee-couple; and
(ii) where travel is in lieu of travel under Section 51.02(b), (c) or (d), travel must be for the purpose of family reunion with the employee-couple; and
(iii) travel for a child/student under this section is subject to the age and cost limitations as prescribed in Section 51.02, as applicable.
Instructions
1. The intent of this section is to provide for the reunion of both employees and all eligible dependants at one location at the same time.
2. The intent of this section is to provide family reunion twice per twelve-month period, except where family reunion travel is only permissible once per twelve-month period, as in Section 51.02(d), where the employee has accepted the posting on an unaccompanied basis.
Visiting Under Custody Arrangements
51.07 Where a custody agreement is in place, the deputy head may authorize payment of a family reunion travel allowance as follows:
(a) Reunion with Dependent Child's Other Parent:
Where the employee/spouse/common law partner is responsible for travel for a dependent child,
(i) who is residing with the employee at the mission; or
(ii) who is a dependent student as defined in FSD 2.01(l)
to visit the other parent, a family reunion travel allowance may be authorized for up to two trips in a 12-month period, less the cost of travel, if any, between the location of the child's other parent and the employee's headquarters city, except that:
(iii) in applying Section 51.07(a)(i), where the best interests of the child would be met by reunion at the mission with the child's other parent, such travel for the child's other parent for return travel only to the mission, in lieu of travel by the child, may be approved by the deputy head, at the request of the employee.
Instructions
1. In applying FSD 51.07(a), where the location of the child's other parent is at a mission outside Canada, and that parent is an employee/spouse/common-law partner subject to the Foreign Service Directives, the family reunion travel allowance shall not be reduced to reflect the cost of travel between the child's other parent and the employee's headquarters city.
2. The intent of Section 51.07(a)(iii) is to recognize special situations in which travel by the other parent to the dependent child is recommended for reasons such as the age of the child, special needs of the child (mentally or physically challenged), or special circumstances based on the recommendation of a health or education specialist, where the deputy head is satisfied that the intent of family reunion is best met at the employee's mission.
3. Travel under section 51.07(a) will only be approved when the employee has provided documentation in support of the special needs, such as, but not limited to, an assessment and recommendation of an appropriate health or education specialist.
(b) Non-Dependent Child Visiting Mission:
A family reunion travel allowance may be authorized for a child of the employee/spouse/ common law partner, who does not qualify as a dependant under FSD 2.01(k)(ii) for the sole reason that the child does not normally reside with the employee/spouse/common law partner, but the latter has visiting privileges with the child under the terms of a custody agreement, for up to two trips per 12-month period, from the location of the child to the employee's mission, less the cost of travel, if any, between the location of the child and the employee's headquarters city.
Instruction
In applying FSD 51.07(b), where the location of the child is at a mission outside Canada with a parent who is an employee/spouse common-law partner subject to the Foreign Service Directives, the family reunion travel allowance shall not be reduced to reflect the cost of travel between the location of the child and the employee's headquarters city.
(c) Child with Special Needs:
Where travel is by a dependent child with special needs (mentally or physically challenged) and the airline will not accept the child unaccompanied, or where the child is under 13 years of age, one of the trips available under this section may be used during the applicable twelve-month period for an escort.
Instructions
1. Travel under Section 51.07 shall apply to cases of joint custody, and shall not exceed the frequency of travel permissible under Section 51.02. This section also applies to a child of the employee/spouse/common law partner who has not yet attained 22 years of age, but where a custody agreement does not apply because of the child's age.
2. Where travel is permissible under Sections 51.02 and 51.07 for the same child, the total number of trips which may be authorized in a twelve-month period is four trips.
3. Where travel is permissible under Sections 51.07(a) and (b) for the same child, the total number of trips which may be authorized in a twelve-month period is two trips.
4. In determining the employee's share of travelling expenses under the provisions of this directive, the deputy head shall take into consideration the type and mode of transportation used, for example:
(a) where travel is on an excursion ticket, the employee's share shall be based on excursion rates;
(b) where travel for which the employee is responsible is in excess of 800 kilometres (500 miles) from the employee's headquarters city, Canadian airfare rates in effect on the date travel commences shall be used; or
(c) where travel for which the employee is responsible is within 800 kilometres (500 miles) of the employee's headquarters city, the lesser of Canadian bus or rail costs shall be used.
Family Reunion away from Mission
51.08
(a) Travel to the Location of the Separated Dependant:
While it is expected that family reunion will normally occur at the employee's mission, at the employee's request a family reunion travel allowance may be authorized for a return trip between the mission and the location of the child/student/ spouse/common law partner, or the headquarters city, as applicable, for:
(i) the employee, where travel is in lieu of the provisions of Section 51.05 or 51.07(b); or
(ii) the spouse/common law partner, where travel is in lieu of the provisions of Section 51.07(b); or
(iii) the employee and spouse/common law partner and any dependent child residing with the employee at the mission, where travel is in lieu of the provisions of Section 51.02;
where the deputy head is satisfied that the intent of family reunion is best met.
(b) Travel to a Third Location:
In special circumstances (see Instruction 2), provided that the intent of family reunion is best met, return travel may be authorized by the deputy head to a location on a routing to the mission, for the employee and any dependant(s) eligible for travel under this directive, including dependants residing at the mission up to the cost of travel between mission and headquarters city.
(c) Limitations and Conditions:
(i) The allowance authorized under Section 51.08 shall not exceed the allowance that would have been payable pursuant to Section 51.02, 51.05, 51.06 or 51.07, as applicable, except that where travel for an employee/spouse/common law partner has been authorized in lieu of the provisions of Section 51.07 because the child is too young to travel unaccompanied, the deputy head shall also authorize an allowance for actual and reasonable accommodation expenses incurred by the employee/spouse/common-law partner in the headquarters city when it is the place of residence of the child, for a period not to exceed five days; and
(ii) When travel is approved from mission, such travel shall liquidate one travel entitlement each for all eligible dependants, regardless of their locations or the frequency of travel entitlement.
Instructions
1. When considering the financial implications of Section 51.08(a) and 51.08(b), the travelling expenses of all persons authorized to travel from the mission are to be compared with the total travelling expenses that would have been incurred for travel to mission by all eligible dependants/children under the applicable provisions of this directive.
2. Special circumstances under Section 51.08(b) include any of the following:
(a) security, health or environmental conditions at mission make it unwise for dependants to visit;
(b) a long flight or many time zone changes in proportion to the length of family reunion;
(c) it is more convenient for the family to meet at a midway location because of individual work and/or school schedules;
(d) dependants may be in separate locations;
where reunion at a third location will facilitate reunion of the employee and all eligible dependants for family reunion travel under this directive.
Guidelines
1. The intent of this directive is to provide for family reunion, at least once a year, either at the mission, at the location of the separated dependant(s), or, for reasons acceptable to the deputy head, at some other location. This section is designed to provide some flexibility in arranging family reunion to recognize circumstances or conditions which justify family reunion away from the mission. It is intended that travel authorized under this section will result in the employee and all dependants having an opportunity to spend time together as a family at one location.
2. It is not the intent of this section to provide the employee and/or a dependant with additional vacation travel nor a trade-off, so that, for example, where there are two children away from mission, the employee would seek to visit them six times during the entitlement period, thus resulting in a family reunion with some members but not others. Travel by one parent to visit one child would only be approved by the deputy head, on the recommendation of the appropriate foreign service interdepartmental coordinating committee, in unusual personal circumstances which require the presence of a parent at the location of the child, and which would achieve the objective of family reunion.
3. In considering travel from a mission under this section, an employee may wish to explore alternatives such as FSD 45 - Foreign service travel credit bank, FSD 50 - Vacation travel assistance or FSD 56.10 - Post specific allowance to avoid the liquidation of entitlements for all eligible dependants under this directive.
Period of Entitlement
51.09 Entitlements under this directive shall be determined on the basis of a twelve-month period commencing on September 1st of each year, except for travel under Section 51.05 by a dependant of an employee who has accepted an assignment on an unaccompanied basis, where entitlements shall be determined on the basis of the twelve-month period commencing on the date of the employee's arrival at the mission.
Instruction
In determining family reunion travel entitlements for periods of less than twelve months, the deputy head shall take into consideration the date of arrival of the employee at the mission in relation to the school vacation schedule, where applicable, as the twelve-month period corresponds to the academic year. In the majority of cases, travel is taken at Christmas and during the summer vacation period. Consequently, where travel is twice per twelve-month period and an employee is posted in January, travel would normally be authorized once, during the long school holiday recess, before the commencement of the first full twelve-month period on September 1st. It is left to the discretion of the deputy head to determine the frequency of travel for periods of less than twelve months.
Travel leave
51.10 When family reunion travel is authorized for an employee under Section 51.08, the employee shall be charged the appropriate number of leave credits except that, where the deputy head is not prepared to authorize family reunion at mission because of unusual circumstances at mission and it is not feasible for the employee to travel during non-working hours, travel leave shall be authorized for a period equal to:
(a) the travelling time between the mission and the location of the separated dependant, or an approved third location, pursuant to Section 51.08(b), where travel is in lieu of the provisions of Sections 51.02 or 51.05; or
(b) the travelling time between the mission and the destination, less the travelling time between the destination and the headquarters city, where travel is in lieu of the provisions of Section 51.07; or
(c) the travelling time between the mission and the destination, up to the travelling time for a return journey to the employee's headquarters city, in all other cases.
Appendices
51.11 Family reunion travel provisions are summarized in the Appendices to this directive.
Telephone Calls to Dependants
51.12 Subject to Sections 51.13 and 51.14, an employee, or one employee of an employee-couple, who are assigned to the same post, may claim an allowance for telephone calls between the location of a dependent child and the employee's mission, as follows:
(a) for a student attending:
(i) secondary school in Canada; or
(ii) elementary school in Canada where an educational allowance has been approved under FSD 34 - Education allowances,
an employee may claim an allowance for telephone calls up to the cost on September 1st of ten five-minute direct-dialed long-distance telephone calls per academic year from the location of the dependent student to the employee's mission;
(b) for a student attending:
(i) a post-secondary educational institution; or
(ii) a Canadian curriculum secondary school, away from the mission, but not in Canada, where educational facilities at the mission are incompatible;
an employee may claim an allowance for telephone calls up to the cost on September 1st of ten five-minute direct-dialed long-distance telephone calls per academic year from the headquarters city to the employee's mission;
(c) for a dependent child not attending an educational institution, an employee may claim an allowance for telephone calls up to the cost on September 1st of ten five-minute direct-dialed long-distance telephone calls per academic year from the headquarters city to the employee's mission.
Instructions
1. The academic year is the 12-month period commencing September 1st and ending the following August 31st. Assistance is based on the Canadian academic year, whether or not the dependent child is a student.
2. Assistance is not provided for a dependent student who is attending elementary school away from the mission, where an educational allowance has not been authorized.
3. The maximum amount of assistance available under Section 51.12 shall be determined by the Deputy Minister of Foreign Affairs on September 1st of each year.
4. As requested by the deputy head, telephone costs are to be supported by receipts or an appropriate statutory declaration that the costs have been incurred. Where direct-dialing facilities are not available, the Deputy Minister of Foreign Affairs shall determine the appropriate allowance.
5. Where an employee-couple are assigned to different Missions, each employee may claim assistance for telephone calls.
51.13 Subject to Section 51.14, the provisions of Section 51.12 are available from the employee's arrival at mission up to and including the 12-month period commencing September 1st in which the dependant's 21st birthday occurs.
51.14 Where an employee is claiming assistance for telephone calls in accordance with Section 51.12 for a period of less than the complete academic year, the allowance shall be pro-rated to reflect the number of months of entitlement relative to the 12-month period.
Instructions
1. In determining the number of months of entitlement for periods of less than a complete academic year, credit shall be given for each month during which the employee is assigned to a Mission for at least ten compensation days.
2. Where an employee is claiming assistance for telephone calls for a dependent student, the allowance shall be based on ten five-minute telephone calls per academic year, notwithstanding that the student is not separated from the family because:
(a) the student spends all or part of the long school holiday recess at the mission; or
(b) the employee is relocated to Canada during the long school holiday recess.
3. The deputy head may exercise discretion where an allowance for telephone calls has been authorized under this directive; and
(a) the dependant relocates to the mission during the academic year; or
(b) the employee is relocated to a new place of duty in Canada during the academic year.
Appendix A
Family Reunion Travel
Dependent Student 21 Years of Age or Less
Education Taken | Education Level | Facilities At Mission | Frequency | Cost Limitation |
---|---|---|---|---|
In Canada FSD 51.02(a)(i) |
Elementary | Incompatible | 3 return trips in 12-month period | Educational Institution/Mission |
In Canada FSD 51.02(a)(i) |
Elementary Final Year Only |
Compatible | 3 return trips in 12-month period | Educational Institution/Mission |
In Canada FSD 51.02(a)(i) |
Secondary | N/A | 3 return trips in 12-month period | Educational Institution/Mission |
In Canada FSD 51.02(b) |
Post-Secondary | N/A | 2 return trips in 12-month period (Note 2) | Educational Institution/Mission UP TO COST OF Headquarters City/Mission |
Not in Canada - Away From Mission | Elementary | Compatible / Incompatible | N/A | N/A |
Not In Canada - Away From Mission | Secondary | Compatible | N/A | N/A |
Not In Canada - Away From Mission FSD 51.02(a)(ii) |
Secondary | Incompatible | 3 return trips in 12-month period | Educational Institution/Mission |
Not In Canada - Away From Mission FSD 51.02(b) |
Post-Secondary | N/A | 2 return trips in 12-month period (Note 2) | Educational Institution/Mission UP TO COST OF Mission/ Headquarters City |
NOTES:
1. Family reunion travel is normally based on the twelve-month period from September 1st to August 31st.
2. The last year of entitlement for two trips under Appendix A is the twelve-month period commencing September 1st in which the 21st birthday occurs.
3. One of these trips may be utilized to fund the cost of an escort to travel with the special needs dependent student (mentally/physically challenged and airline requires dependent student be accompanied, or dependent student is under 13 years of age). (Reference: FSD 51.02(e)).
Appendix B
Family Reunion Travel
Dependent Student Reached 21 But Not 24 Years of Age
Education Taken | Education Level | Frequency | Cost Limitation |
---|---|---|---|
In Canada FSD 51.02(c) |
Post-Secondary | 1 return trip in 12-month period |
Educational Institution/Mission UP TO COST OF Headquarters City/Mission |
Not In Canada Away From Mission FSD 51.02(c) |
Post-Secondary | 1 return trip in 12-month period |
Educational Institution/Mission UP TO COST OF Headquarters City/Mission |
NOTES:
1. Family reunion travel is normally based on the twelve-month period from September 1st to August 31st.
2. The first year of entitlement for travel under Appendix B is the twelve-month period commencing September 1st in which the 22nd birthday occurs.
3. The last year of entitlement for travel under Appendix B is the twelve-month period commencing September 1st in which the 23rd birthday occurs.
4. The provision for an escort for a dependent student with special needs is not available under Appendix B as travel is limited to one trip per year.
Appendix C
Family Reunion Travel
Dependent Child Not In School
Age Limitation | Frequency | Cost Limitation |
---|---|---|
Has not yet attained 19 years of age FSD 51.02(d)(iv) |
2 return trips in 12-month period (Notes 2 and 4) |
Location of Child / Mission UP TO COST OF Headquarters City/Mission |
Over the age of 18 but has not yet attained 22 years of age FSD 51.02(d)(v) |
1 return trip in 12-month period (Notes 3 and 5) |
Location of Child / Mission UP TO COST OF Headquarters City/Mission |
NOTES:
1. Family reunion travel is normally based on the twelve-month period from September 1st to August 31st.
2. The last year of entitlement for two trips under Appendix C is the twelve-month period commencing September 1st in which the 18th birthday occurs.
3. The last year of entitlement for one trip under Appendix C is the twelve-month period commencing September 1st in which the 21st birthday occurs.
4. One of these trips may be utilized to fund the cost of an escort to travel with the special needs dependent child (mentally/physically challenged and airline requires dependent child be accompanied or child under 13 years of age). (Reference: FSD 51.02(e)).
5. The provision for an escort for a dependent student with special needs is not available, as travel is limited to one trip per year.
Appendix D
Family Reunion Travel
Other Situations
Situation | Frequency | Cost Limitation |
---|---|---|
Unaccompanied Employee - Family relocated to third location under FSD 15.40 (FSD 51.05(a)) |
Up to 2 return trips in 12-month period | Mission/Location of Separated Dependant(s) (as approved under FSD 15.40) |
Unaccompanied Employee - Employee travels (FSD 51.05(b)(i)) |
Up to 2 return trips in 12-month period | Mission/Location of Separated Dependants(s) UP TO THE COST OF Mission/Headquarters City |
Unaccompanied Employee - Dependant(s) travel(s) (FSD 51.05(b)(ii)) |
Up to 2 return trips in 12-month period | Location of Separated Dependants(s)/Mission UP TO THE COST OF Headquarters City/Mission |
Employee-Couple - No children (FSD 51.06(a)) |
Up to 2 return trips in 12-month period | Mission/Mission |
Employee-Couple - Dependent child(ren) residing with one parent (FSD 51.06(a)) |
Up to 2 return trips in 12-month period (Notes 4 and 5) | Mission/Mission |
Employee-Couple - Dependent children residing with each parent (FSD 51.06(a)) |
Up to 2 return trips in a 12-month period (Notes 4 and 5) | Mission/Mission |
Employee-Couple - Dependent student in Canada AND/OR Dependent student away from mission (FSD 51.06(b), in lieu of FSD 51.02(a)) |
Up to 3 return trips in 12-month period (Notes 2, 3 and 6) | Location of child/student // Either mission |
Employee-Couple - Dependant 21 or less - Post-Secondary Education (FSD 51.06(b) in lieu of FSD 51.02(b)) |
Up to 2 return trips in 12-month period (Notes 4, 6 and 10) | Location of student/Either Mission UP TO THE COST OF Headquarters City/Mission (Travel from Canada) OR Mission/Headquarters City (Travel from outside Canada) |
Employee-Couple - Dependant over 21 and less than 24 Post-Secondary Education (FSD 51.06(b) in lieu of FSD 51.02(c)) |
1 return trip in 12-month period (Notes 4, 7, 11 and 12) |
Location of student/Either mission UP TO THE COST OF Headquarters City/Mission (Travel from Canada) OR Mission/Headquarters City (Travel from outside Canada) |
Employee-Couple - Child not yet 19 and Not in School (FSD 51.06(b) in lieu of FSD 51.02(d)(iv)) |
Up to 2 return trips in 12-month period (Notes 4, 6 and 8) | Location of child/Either mission UP TO THE COST OF Headquarters City/Mission (Travel from Canada) OR Mission/Headquarters City (Travel from outside Canada) |
Employee-Couple - Child over 18 but not yet 22 and Not in School (FSD 51.06(b) in lieu of FSD 51.02(d)(v)) |
1 return trip in 12-month period (Notes 4, 7 and 9) |
Location of child/Either mission UP TO THE COST OF Headquarters City/Mission (Travel from Canada) OR Mission/Headquarters City (Travel from outside Canada) |
Custody Arrangement - Dependent Child at Mission (FSD 51.07(a)(i)) |
Up to 2 return trips in 12-month period (Note 6) | Mission/Location of Other Parent MINUS THE COST OF Location of Other Parent/ Headquarters City |
Custody Arrangement - Dependent Student under FSD 2.01(k) (FSD 51.07(a)(ii)) |
Up to 2 return trips in 12-month period (Note 6) | Location of Child (Mission or School) / Location of Other Parent MINUS THE COST OF Location of Other Parent/ Headquarters City |
Custody Arrangement - Non-dependent child visiting mission (FSD 51.07(b)) |
Up to 2 return trips in 12-month period (Note 6) | Location of Child/Mission MINUS THE COST OF Location of Child/ Headquarters City |
NOTES:
1. Family reunion travel is normally based on the twelve-month period from September 1st to August 31st.
2. Two of the three trips must be for the purpose of family reunion with the employee-couple (Reference: FSD 51.06(b)).
3. One of the three trips may be for travel to either location of the employee-couple (Reference: FSD 51.06(b)).
4. Travel must be for the purpose of family reunion with the employee-couple (Reference: FSD 51.06).
5. Dependent child(ren) must travel at same time as the parent (Reference: FSD 51.06(a)).
6. One of the trips may be utilized to fund the cost of an escort to travel with the special needs child (mentally/physically challenged and airline requires child be accompanied, or child is under 13 years of age). (Reference: FSD 51.02, FSD 51.07(c))
7. The provision for an escort for a dependent child/student with special needs is not available as travel is limited to one trip per year.
8. The last year of entitlement for two trips under FSD 51.02(d)(iv) is the twelve-month period commencing September 1st in which the 18th birthday occurs.
9. The last year of entitlement for one trip under FSD 51.02(d)(v) is the twelve-month period commencing September 1st in which the 21st birthday occurs.
10. The last year of entitlement for two trips under FSD 51.02(b) is the twelve-month period commencing September 1st in which the 21st birthday occurs.
11. The last year of entitlement for travel under FSD 51.02(c) is the twelve-month period commencing September 1st in which the 23rd birthday occurs.
12. The first year of entitlement for travel under FSD 51.02(c) is the twelve-month period commencing September 1st in which the 22nd birthday occurs.
Appendix E
Family Reunion Travel
Away from Mission under FSD 51.08
Travel Authority | Person(s) Travelling | Travel To: |
---|---|---|
Travel under FSD 51.08(a) in lieu of FSD 51.02 |
Employee and spouse/common-law partner and any dependent child at mission | Location of child/student |
Travel under FSD 51.08(a) in lieu of FSD 51.07(b) |
Employee or spouse/common-law partner, as applicable | Location of child |
Travel under FSD 51.08(a) in lieu of FSD 51.05 |
Employee | Location of separated dependants |
Travel under FSD 51.08(b) Special Circumstances |
The employee and any dependants eligible for travel under this directive, including dependants at mission | A location on a routing to the mission |
NOTES:
1. The allowance authorized under Section 51.08 shall not exceed the allowance that would have been payable under Sections 51.02, 51.05, 51.06 or 51.07, as applicable.
2. When considering the financial implications of Section 51.08(a) and 51.08(b), the travelling expenses of all persons authorized to travel can not exceed the total travelling expenses that would have been incurred for travel to mission by all eligible dependants under the applicable provisions of this directive.
3. In addition to travelling expenses, where travel is in lieu of the provisions of Section 51.07 because the child is too young to travel unaccompanied, an allowance for accommodation expenses for 5 days in the headquarters city may be paid when it is the child's place of residence.
4. When travel is from mission, this liquidates one travel entitlement each for all eligible dependants.
5. Frequency of travel is determined by Sections 51.02, 51.05, 51.06 or 51.07, as applicable.
FSD 54 - Compassionate travel
Introduction
A compassionate travel allowance is designed to compensate an employee at a post for those expenditures arising from the serious illness (including serious injury) of a dependent student or infirm child and the critical illness (including critical injury) or death of a parent of the employee or the employee's spouse or common-law partner, a brother or sister (including half-brothers and half-sisters) of the employee or the employee's spouse or common-law partner, or a member of the family unit, which are over and above those that would have been incurred had the employee been serving in the headquarters city. As well, there is a provision for travel to assist parents through a major life event such as on giving up the family residence and moving into an elder-care facility.
The travel entitlement shall normally reflect the lowest available airfare, although it is also recognized that discounted fares may not be available when it is necessary to arrange travel on short notice.
The provisions of this directive are not intended to cover all family emergencies. For situations not specifically included, employees should consider use of other travel provisions, such as vacation travel assistance (FSD 50), post-specific allowance (FSD 56.10), or the foreign service travel credit bank (FSD 45).
Directive 54
Definitions
54.01 In this directive,
(a) family unit (famille immédiate) means:
(i) the employee,
(ii) the employee's spouse or common-law partner,
(iii) a dependent child within the meaning specified in FSD 2.01(k)(ii),
(iv) a dependent student within the meaning specified in FSD 2.01(l),
(v) a child of the employee or of the employee's spouse or common-law partner, who continues to be in a dependant relationship, where such child was associated with the employee's family unit prior to the employee's posting, has not attained 21 years of age, is not residing at the post and cannot be deemed a dependent student as defined in FSD 2.01(l);
(b) parent (parent) means the natural or adoptive parent or a person who was formally appointed legal guardian of an employee or an employee's spouse or common-law partner, or, with the approval of the deputy head, a foster or surrogate parent;
(c) where an employee-couple are assigned to the same post, one employee shall be deemed to be the employee and the other employee deemed to be the spouse or common-law partner;
(d) travelling expenses (frais de voyages) means expenses for air transportation and local transportation to and from airports at the points of departure and destination and, when authorized in advance by the deputy head, for accommodation, meals and local transportation to and from the airport for a necessary stopover, where it is not possible or practicable to arrange an itinerary which will permit continuing travel to the approved destination; and
(e) provisions for the issue and verification of travel allowances under this directive are found in FSD 70 - Reporting requirements and verification of allowances.
Circumstances/Situations
54.02 In the event of serious illness (including serious injury) of a dependent student or infirm child receiving care or training at an institution in Canada, by reason of a mental or physical disability, the deputy head shall authorise an allowance for:
(a) actual and reasonable return travelling expenses between the employee's post and the location of the child; and
(b) actual and reasonable accommodation expenses at the location of the child, for any reasonable period as determined by the deputy head;
incurred by the employee or the employee's spouse or common-law partner and by an infant or small child who is obliged to accompany a parent on compassionate travel; and
(c) when, in the opinion of the deputy head, the residential educational institution does not provide necessary care for the child, an allowance for actual and reasonable accommodation expenses for the child and actual and reasonable local transportation expenses to and from local health care facilities, the location of the child and the educational institution, for any reasonable period as determined by the deputy head.
54.03 In the event of critical illness (including critical injury) of a member of the family unit not residing at the employee's post, or an infirm child receiving care or training at an institution in Canada, by reason of a mental or physical disability, the deputy head shall authorize an allowance for the following expenses incurred by members of the family unit:
(a) actual and reasonable return travelling expenses,
(i) for the members of the family unit residing at the employee's post, to the location of a dependent student who is critically ill; and/or
(ii) for a dependent student, to the location of a dependent student who is critically ill; and/or
(iii) for a member of the family unit who is not a dependent student and is not residing at the employee's post, to the location of a dependent student who is critically ill, minus return travelling expenses between the headquarters city and the location of the member of the family unit who is travelling; and/or
(iv) for the members of the family unit, to the location of the member of the family unit (other than a dependent student) who is critically ill, minus return travelling expenses between the headquarters city and the location of the member of the family unit who is critically ill; and
(b) actual and reasonable accommodation expenses,
(i) for the members of the family unit residing at the employee's post, at the location of a dependent student who is critically ill, for any reasonable period as determined by the deputy head; and/or
(ii) for a dependent student, at the location of a dependent student who is critically ill, for any reasonable period as determined by the deputy head; and/or
(iii) for a member of the family unit who is not a dependent student and is not residing at the employee's post, at the location of a dependent student who is critically ill, for any reasonable period as determined by the deputy head; and/or
(iv) for the members of the family unit, in the headquarters city when this is the location of the member of the family unit (other than a dependent student) who is critically ill, for a period not to exceed five days.
54.04 In the event of critical illness (including critical injury) of a member of the family unit residing at the employee's post, the deputy head shall authorize an allowance for actual and reasonable return travelling expenses:
(a) for a dependent student, to the employee's post; and/or
(b) for a member of the family unit who is not residing at the employee's post and who is not a dependent student, to the employee's post, minus return travelling expenses between the headquarters city and the location of the member of the family unit who is travelling.
54.05 In the event of critical illness (including critical injury) of a member of the family unit normally residing at the employee's post who is undergoing medical treatment away from the post at a location approved by the deputy head, the deputy head shall authorize an allowance for the following expenses incurred by members of the family unit:
(a) actual and reasonable return travelling expenses,
(i) for the members of the family unit residing at the employee's post, to the location of the member of the family unit who is critically ill; and/or
(ii) for a dependent student, to the location of the member of the family unit who is critically ill; and/or
(iii) for a member of the family unit who is not a dependent student and is not residing at the employee's post, to the location of the member of the family unit who is critically ill, minus return travelling expenses between the headquarters city and the location of the member of the family unit who is travelling; and
(b) actual and reasonable accommodation expenses at the location of the member of the family unit who is critically ill, for any reasonable period as determined by the deputy head.
54.06 In the event of death of a member of the family unit not residing at the employee's post, or an infirm child receiving care or training at an institution in Canada, by reason of a mental or physical disability, the deputy head shall authorize an allowance for the following expenses incurred by members of the family unit:
(a) actual and reasonable return travelling expenses,
(i) for the members of the family unit residing at the employee's post, to the place of death and location of interment or memorial service (where this is in lieu of interment), minus return travelling expenses between the headquarters city and location of interment or memorial service (where this is in lieu of interment); and/or
(ii) for a dependent student, to the location of interment or memorial service (where this is in lieu of interment), minus return travelling expenses between the headquarters city and location of interment or memorial service (where this is in lieu of interment); and
(b) actual and reasonable accommodation expenses,
(i) for the members of the family unit residing at the employee's post, at the place of death and in the headquarters city when it is the place of interment or memorial service (where this is in lieu of interment), for a period not to exceed five days; and/or
(ii) for the members of the family unit not residing at the employee's post, in the headquarters city when it is the place of interment or memorial service (where this is in lieu of interment), for a period not to exceed five days.
54.07 In the event of death of a member of the family unit at the employee's post or at a location approved by the deputy head where the deceased, who normally resided at the employee's post, was undergoing medical treatment, and interment or memorial service (where this is in lieu of interment) takes place away from the post, the deputy head shall authorize an allowance for the following expenses incurred by members of the family unit or a suitable escort if required:
(a) actual and reasonable return travelling expenses,
(i) for the members of the family unit residing at the employee's post, to the place of death and location of interment or memorial service (where this is in lieu of interment), minus return travelling expenses between the headquarters city and location of interment or memorial service (where this is in lieu of interment); and/or
(ii) for a dependent student, to the location of interment or memorial service (where this is in lieu of interment), minus return travelling expenses between the headquarters city and location of interment or memorial service (where this is in lieu of interment); and
(b) actual and reasonable accommodation expenses,
(i) for the members of the family unit residing at the employee's post, at the place of death and in the headquarters city when it is the place of interment or memorial service (where this is in lieu of interment), for a period not to exceed five days; and/or
(ii) for the members of the family unit not residing at the employee's post, in the headquarters city when it is the place of interment or memorial service (where this is in lieu of interment), for a period not to exceed five days.
54.08 In the event of death of a member of the family unit at the employee's post where interment takes place at the post, the deputy head shall authorize an allowance for actual and reasonable return travelling expenses:
(a) for a dependent student to the employee's post; and/or
(b) for a member of the family unit who is not a dependent student, to the employee's post, minus return travelling expenses between the headquarters city and the location of the member of the family unit who is travelling;
incurred by members of the family unit who are not residing at the employee's post.
54.09 In the event of death or critical illness (including critical injury) of a non-dependent child who no longer qualifies as a member of the family unit, the deputy head shall authorize an allowance for the following expenses incurred by members of the family unit:
(a) actual and reasonable return travelling expenses,
(i) for the members of the family unit residing at the employee's post, to the location of the non-dependent child who is critically ill or the place of interment or memorial service (where this is in lieu of interment), minus return travelling expenses between the headquarters city and the location of the non-dependent child or the place of interment or memorial service (where this is in lieu of interment); and/or
(ii) for a dependent student, to the location of the non-dependent child who is critically ill or the place of interment or memorial service (where this is in lieu of interment), minus return travelling expenses between the headquarters city and the location of the non-dependent child or the place of interment or memorial service (where this is in lieu of interment); and
(b) actual and reasonable accommodation expenses in the headquarters city for a period not to exceed five days, when it is the location of the non-dependent child who is critically ill or is the place of interment or memorial service (where this is in lieu of interment), incurred by members of the family unit.
Instruction
For purposes of this section, a non-dependent child is a child of an employee or of an employee's spouse or common-law partner, who does not qualify as a member of the family unit solely by reason of age and/or dependancy, and excludes a child of a previous marriage who was not part of the family unit.
54.10 In the event of death or critical illness (including critical injury) of a non-dependent child of a previous marriage of an employee or of an employee's spouse or common-law partner, where such child does/did not qualify as a member of the family unit, the deputy head shall authorize an allowance for:
(a) actual and reasonable return travelling expenses to the location of the non-dependent child who is critically ill or the place of interment or memorial service (where this is in lieu of interment), minus return travelling expenses between the headquarters city and the location of the non-dependent child; and
(b) actual and reasonable accommodation expenses in the headquarters city, for a period not to exceed five days, when it is the location of the non-dependent child who is critically ill or is the place of interment or memorial service (where this is in lieu of interment);
incurred by the parent of a non-dependent child and by an infant or small child who is obliged to accompany a parent on compassionate travel.
54.11
(a) In the event of critical illness (including critical injury) of a parent of an employee or of an employee's spouse or common-law partner, the deputy head may authorize an allowance for:
(i) actual and reasonable return travelling expenses to the location of the relative who is critically ill, minus return travelling expenses between the headquarters city and the location of the relative; and
(ii) actual and reasonable accommodation expenses incurred in the headquarters city when it is the location of the relative who is critically ill, for a period not to exceed five days;
incurred by the employee and/or the employee's spouse or common-law partner and by an infant or small child who is obliged to accompany a parent on compassionate travel.
Instruction
The provisions of Section 54.11(a) include situations of illness of aged parents, where the illness itself may not be critical, but family circumstance and/or the recommendation of the attending physician clearly indicate the attendance of the employee and/or the employee's spouse or common-law partner. This may be to make arrangements for continuing or future care, to assist with personal and/or financial arrangements, and to provide essential emotional support, which are a consequence of the illness.
(b) The provisions of Section 54.11(a) may also be applied where parent(s) of an employee or of an employee's spouse or common-law partner, because of age and/or infirmity, require assistance which is not reasonably available from other family members, in a non-medical situation, and which is not covered by Section 54.11(a). Travel will be limited to an employee or an employee's spouse or common-law partner, and an infant or small child who is obliged to accompany a parent. Such assistance shall normally be limited to once for the employee's parent(s) and once for the spouse's or common-law partner's parent(s) and recognizes a significant life event which requires filial assistance, such as disposing of the family home, or relocation by elderly parent(s) into a retirement residence or an assisted care facility. On the recommendation of the appropriate foreign service interdepartmental co-ordinating committee, this limitation may be exceeded in exceptional circumstances, such as where there are no other siblings and assistance is clearly required, for example in the case of deteriorating health which requires a subsequent move into another facility.
54.12 In the event of death of a parent of either employee or an employee's spouse or common-law partner, the deputy head shall authorize an allowance for:
(a) actual and reasonable return travelling expenses to the place of interment or memorial service (where this is in lieu of interment), minus return travelling expenses between the headquarters city and the place of interment or memorial service (where this is in lieu of interment); and
(b) actual and reasonable accommodation expenses incurred in the headquarters city when it is the place of interment or memorial service (where this is in lieu of interment), for a period not to exceed five days;
incurred by the employee and the employee's spouse or common-law partner and by a minor child (less than 18 years of age) who is obliged to accompany a parent on compassionate travel.
54.13 In the event of death or critical illness (including critical injury) of a brother or sister (including half-brothers and half-sisters) of an employee or of an employee's spouse or common-law partner, the deputy head shall authorize an allowance for:
(a) actual and reasonable return travelling expenses to the location of the relative who is critically ill or the place of interment or memorial service (where this is in lieu of interment), minus return travelling expenses between the headquarters city and the location of the relative; and
(b) actual and reasonable accommodation expenses incurred in the headquarters city for a period not to exceed five days, when it is the location of the relative who is critically ill or is the place of internment or memorial service (where this is in lieu of interment);
incurred by the employee or the employee's spouse or common-law partner and by an infant or small child who is obliged to accompany a parent on compassionate travel and by the parent of the employee or of the employee's spouse or common-law partner who is a dependant in accordance with FSD 2.01(k)(iii) and who is also the parent of the person who is critically ill or who has died.
54.14 In the event of critical illness (including critical injury) of an unaccompanied employee where travel is not authorized for a member of the family unit, the deputy head may authorize an allowance for actual and reasonable return travelling expenses for a suitable person to the employee's post and/or to a location approved by the deputy head where the employee is undergoing medical treatment, minus return travelling expenses between the location of the person who is travelling and the headquarters city.
54.15 In the event of critical illness (including critical injury) of an employee who is a single parent, where the members of the family unit are all under 21 years of age, the deputy head may authorize an allowance for actual and reasonable return travelling expenses for a suitable person to the employee's post and/or to a location approved by the deputy head, where the employee is undergoing medical treatment, minus return travelling expenses between the location of the person who is travelling and the headquarters city.
Guideline
In considering travel for a "suitable person" under Sections 54.14 and 54.15, the deputy head shall take into account the possible need for legal authorization for medical or surgical procedures or health care and shall attempt to ensure that the person travelling possesses the appropriate legal responsibility.
54.16 In the event of critical illness (including critical injury) of an employee who is on temporary duty away from the post, the deputy head may, in lieu of the corresponding provisions of the NJC Travel Directive, authorize an allowance for the following expenses incurred by members of the family unit:
(a) actual and reasonable return travelling expenses,
(i) for the members of the family unit residing at the employee's post, to the location of the employee; and/or
(ii) for a dependent student, to the location of the employee; and/or
(iii) for a member of the family unit who is not a dependent student and is not residing at the employee's post, to the location of the employee minus return travelling expenses between the headquarters city and the location of the member of the family unit who is travelling; and
(b) actual and reasonable accommodation expenses at the location of the employee for any reasonable period as determined by the deputy head.
54.17 In the event of critical illness (including critical injury) of a member of the family unit normally residing at the employee's post who is temporarily absent from the post for any reason other than temporary duty or for the purpose of undergoing medical treatment at a location approved by the deputy head, the deputy head shall authorize an allowance for the following expenses incurred by members of the family unit:
(a) actual and reasonable return travelling expenses,
(i) for the members of the family unit residing at the employee's post, to the location of the member of the family unit who is critically ill, minus return travelling expenses between the headquarters city and the location of the member of the family unit who is critically ill; and/or
(ii) for a dependent student, to the location of the member of the family unit who is critically ill, minus return travelling expenses between the headquarters city and the location of the member of the family unit who is critically ill; and
(b) actual and reasonable accommodation expenses in the headquarters city when this is the location of the member of the family unit who is critically ill, for any reasonable period as determined by the deputy head.
54.18 In the event of death of a member of the family unit normally residing at the employee's post who is temporarily absent from the post for any reason other than temporary duty or for the purpose of undergoing medical treatment at a location approved by the deputy head, and interment or memorial service (where this is in lieu of interment) takes place away from the post, the deputy head shall authorize an allowance for the following expenses incurred by members of the family unit or a suitable escort if required:
(a) actual and reasonable return travelling expenses,
(i) for the members of the family unit residing at the employee's post, to the place of death and location of interment or memorial service (where this is in lieu of interment), minus return travelling expenses between the headquarters city and place of death and location of interment or memorial service (where this is in lieu of interment); and/or
(ii) for a dependent student, to the location of interment or memorial service (where this is in lieu of interment), minus return travelling expenses between the headquarters city and location of interment or memorial service (where this is in lieu of interment); and
(b) actual and reasonable accommodation expenses in the headquarters city when it is the place of interment or memorial service (where this is in lieu of interment), for a period not to exceed five days.
54.19 Where an infirm child is receiving care or training at an institution in Canada, by reason of a mental or physical disability, and travel in respect of that child has not been authorized during the preceding twelve-month period under FSD 51 - Family reunion, and neither parent has travelled to Canada under FSD 51 with respect to another child, the deputy head shall authorize a compassionate travel allowance for:
(a) actual and reasonable return travelling expenses
(i) twice a year for the employee and/or the employee's spouse or common-law partner, or
(ii) twice a year for an infirm child and an escort, or
(iii) once a year for the employee and/or the employee's spouse or common-law partner and once a year for an infirm child and escort;
between the employee's post and the location of the infirm child, minus return travelling expenses between the location of the infirm child and the headquarters city.
Instructions
1. The entitlement under (i), (ii) and (iii) above is a maximum of two trips/visits per year. For example, the employee and spouse or common-law partner cannot claim four individual trips by travelling separately at different times of the year.
2. Where one or both parents has/have travelled to Canada under FSD 51 with respect to another child, this would count as one trip, as they would be expected to visit the infirm child at the same time. This would reduce the travel entitlement under this directive by one trip.
54.20 In special situations the deputy head, on the recommendation of the appropriate foreign service interdepartmental co-ordinating committee, may extend, on the basis of guidelines prepared by the National Joint Council Committee on Foreign Service Directives, the provisions of this directive which deal with the "family unit" to include reimbursement of travel assistance for children of the employee over the age of 21 years.
54.21 In the event of death or critical illness (including critical injury) of the non-custodial parent of a child,
(a) who is residing with the employee at the mission, or
(b) who is a dependent student as defined in FSD 2.01(l) and is attending an educational institution outside Canada under the provisions of FSD 34 - Education Allowances
the deputy head shall authorize an allowance for:
(c) actual and reasonable return travelling expenses to the location of the child's other parent or the place of interment or memorial service (where this is in lieu of interment), minus return travelling expenses between the headquarters city and the location of the child's other parent; and
(d) actual and reasonable accommodation expenses in the headquarters city, for a period not to exceed five days, when it is the location of the child's other parent or is the place of interment or memorial service (where this is in lieu of interment);
incurred by the child and, when approved in advance by the deputy head, by the child's custodial parent or step-parent.
Travel leave
54.22 Where it is not feasible for the employee to travel during non-working hours, the deputy head shall authorise travel leave for an employee who is in receipt of an allowance under this directive for a period equal to:
(a) the travelling time between the employee's post and the location of the dependent child, in the event of illness or death of a dependent child; or
(b) the travelling time between the employee's post and the destination less the travelling time between the destination and the headquarters city in all other cases.
Instructions
1. In determining the employee's share of travelling expenses under the provisions of this directive, the deputy head shall take into consideration the type and mode of transportation used; for example:
(a) the employee's share shall be calculated using the same class of fare as used in the compassionate travel;
(b) where travel for which the employee is responsible is in excess of 800 kilometres (500 miles) from the employee's headquarters city, Canadian airfare rates in effect on the date travel commences shall be used; or
(c) where travel for which the employee is responsible is within 800 kilometers (500 miles) of the employee's headquarters city, Canadian bus or rail costs, whichever are the lesser, shall be used;
(d) when an employee has claimed for travel by private motor vehicle, the employee's share shall be based on the lower kilometric/mileage rate for Ontario for travel from Ottawa to the destination and return (www.tbs-sct.gc.ca/pubs_pol/hrpubs/tbm_113/menu-travel-voyage-eng.asp); and
(e) where Canadian airlines provide special fares or rebates for compassionate travel in the event of bereavement, the employee's share shall be based on the discounted fare, notwithstanding the fact that the actual airline used did not offer a compassionate discount, and travel on a Canadian airline was not available or timely.
2. As travel normally originates from post, Post administration shall confirm whether foreign carriers offer special fares or rebates under their compassionate travel policy on international flights and, if offered, shall ensure that the employee is directed to apply for the appropriate refund. Any refund obtained by the employee shall be reimbursed to the Receiver General for Canada.
3. Where possible, the authorization of the provisions of this directive should be delegated to the senior officer.
4. In approving compassionate travel in the event of serious or critical illness (including serious or critical injury), the deputy head may require the employee to provide written confirmation by the attending physician.