This site requires JavaScript. Please enable JavaScript in your web browser.

2201 - Travel and Relocation Policy (Historical View)

** Effective: 3/6/2018 3:55:49 PM - 3/7/2018 1:52:08 PM **

Status: Active

Change Notes

Clean up - typos, minor edits.



Audience List


This policy:


State employees may be eligible for the reimbursement of authorized out-of-pocket expenses that are reasonably, actually, and necessarily incurred as a result of conducting state business, or, in the event of an authorized employee move or relocation to another headquarters location, the reimbursement of certain out-of-pocket moving costs.


Accountable Plan

Reimbursements for actual business expenses are made in accordance with Internal Revenue Service (IRS) requirements.  The rules for an "Accountable Plan” limit reimbursement to business-related expenses substantiated by receipts or other verification.  Any excess reimbursements made to the employee must be returned to the employer in a timely manner.

Method of Travel

Short-Term Lodging

Out-of-State Travel

Any limitations on lodging are placed by the appointing authority when approving travel.  Lodging and meals may otherwise be claimed as follows:

Out-of-Country Travel

Any limitations on lodging are placed by the appointing authority when approving travel. Lodging and meals may otherwise be claimed as follows (applies to all state employees): 


Eligibility Criteria

All employees (Represented and Excluded) may be eligible for reimbursement of authorized out-of-pocket business expenses and/or authorized out-of-pocket relocation expenses.

Always verify reimbursement information/rates and effective dates by reviewing the appropriate employee Memorandum of Understanding and/or the applicable CalHR Travel/Relocation Rules.

Please note that travel and relocation provisions and rates may vary amongst Represented employees and Excluded employees.  This variation is due to Memoranda of Understanding, CalHR Rules, and/or policy.





Related Policies

Web Pages

Contact Person

Theresa Reid
Benefits Program Analyst , Travel/Relocation
Phone: 916-324-0526
Fax: 916-324-3213

Authorized By

Ralph Cobb
Chief (Acting), Benefits Division