Directive: Staff Rule Home Country Travel

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1 Page 1 of 5 Directive: Staff Rule Home Country Travel Bank Access to Information Policy Designation Public Catalogue Number HRDVP3.01-DIR.61 Issued 12/31/2015 Effective 1/1/2016 Last Revised On Content Staff Rule 6.13, Home Country Travel, has been revised to reflect the new assignment types in the Global Mobility Support Framework. Applicable to IBRD;IFC;IDA;MIGA;ICSID Issuer World Bank Group Human Resources Vice President, HRDVP Sponsor Manager, Compensation and Benefits, HRDCB

2 Page 2 of 5 SECTION I - PURPOSE AND APPLICATION Subject and Policy Rationale 1.01 This Rule sets forth the provisions governing the benefits provided by the Bank Group that have been designed to help expatriate staff members maintain their cultural, professional, and personal links with their home countries. This Rule was most recently amended on December 31, Applicability 1.02 This Rule applies to staff members holding Regular, Open-Ended, Term, or Executive Director's Advisor appointments. SECTION II - DEFINITIONS Definitions 1.03 In addition to the definitions in Rule 1.01, "General Provisions," for purposes of this Rule, the following definitions apply: a. Dependent Child is defined in Rule b. Eligibility Date means the date upon which a staff member is eligible for home country travel which occurs after every two years of service in an appointment type eligible for home country travel. c. Home Country means the country of which the staff member is a citizen at the time of appointment, or if a staff member is a citizen of more than one country, the country of citizenship in which the staff member has resided most recently prior to appointment to the Bank Group, unless otherwise determined by the Manager, HR Operations or his/her designee. In the case of a staff member appointed on or after January 29, 1985, who is a permanent resident of a country other than the country of citizenship, the home country means the country of which the staff member is a permanent resident. d. Immediate Family means a staff member's spouse or domestic partner and dependent children on the staff member's eligibility date. e. Permanent Resident means, in the case of a staff member whose duty station is in the United States (U.S.), a person who holds U.S. permanent resident or refugee status, a person whose adjustment to U.S. permanent resident or refugee status has been approved by the U.S. authorities or a person who has been admitted to the U.S. for the purpose of permanent residence. In the case of other duty stations, the determination as to whether the staff member will be treated as a permanent resident will be made by the Manager, HR Operations, or his/her designee, applying as closely as possible the standards used at headquarters. f. Service means active continuous service with the Bank Group outside the home country under one of the appointments types specified in paragraph For this purpose, periods of leave without pay of 31 days or more and external service without pay are not considered as service, but such periods do not constitute a break in service. g. IMF means the International Monetary Fund. SECTION III - SCOPE 02. Eligibility Appointment on or before January 28, 1985

3 Page 3 of A staff member appointed to a Regular, Fixed-Term, or Executive Director's Assistant appointment on or before January 28, 1985, whose service has been continuous since that date, is eligible for home country travel in respect of that period of service during which the staff member is not a citizen of the duty station country. However, eligibility will cease when the staff member becomes a citizen of the duty station country, or becomes a permanent resident of the duty station country on the basis of a petition or an application filed after January 29, Appointment Between January 29, 1985 and April 14, A staff member appointed to a Regular, Fixed-Term, or Executive Director's Assistant appointment on or after January 29, 1985 and on or before April 14, 1998, is eligible for home country travel in respect of that period of service during which the staff member is neither a citizen nor a permanent resident of the duty station country, provided that the staff member is not at any time after appointment or in the 12 months preceding appointment a citizen or permanent resident of the duty station country. Appointment Between April 15, 1998 and June 30, A staff member appointed to a position subject to international recruitment on an Open-Ended, Term, or Executive Director's Assistant appointment on or after April 15, 1998 and on or before June 30, 1999 is eligible for home country travel in respect of that period of service during which the staff member is neither a citizen nor a permanent resident of the duty station country, provided the staff member is not at any time after appointment or in the 12 months preceding appointment a citizen or permanent resident of the duty station country. Appointment on or after July 1, A staff member appointed to a position subject to international recruitment on an Open-Ended, Term, or Executive Director's Advisor appointment on or after July 1, 1999, or a staff member assigned on a Temporary or Indefinite Assignment on or after January 1, 2016, is eligible for home country travel for the period of service during which the staff member is not, nor was, for 12 months preceding appointment, a citizen of the duty station country. However, for periods when such a staff member is posted to a duty station in the U.S., this Rule will not apply and Rule 6.21, "Mobility Premium" will apply instead. Change in Citizenship or Residency 2.05 In the event that a staff member eligible for home country travel relinquishes the citizenship held on appointment but does not become a citizen of the duty station country, a new determination of the staff member's home country will be made by the Manager, HR Operations, or his/her designee A staff member not eligible for home country travel who relinquishes citizenship or permanent resident status in the duty station country subsequent to appointment or in the 12 months preceding appointment does not become eligible for home country travel benefits. Change in Position 2.07 A staff member appointed to a position subject to local recruitment becomes eligible for home country travel upon reassignment to a position subject to international recruitment outside the U.S., if the reassignment involves a change in duty station country. If there is no change in duty station country, the staff member does not become eligible for home country travel. Upon reassignment back to the prior duty station country or to a position subject to local recruitment in another duty station country, the staff member ceases to be eligible for home country travel. 03. Travel Grant and Home Country Grant Travel Grant 3.01 The Bank Group provides a travel grant to an eligible staff member and the immediate family. The travel grant is determined by the Travel Office on the basis of the most direct and cost-effective, economyclass round-trip travel between the staff member's duty station and the staff member's home country. The travel grants are reviewed twice a year and are updated as necessary. The travel grants for trips originating from Washington, DC are published in myhr.

4 Home Country Grant 3.02 The Bank Group provides a home country grant to an eligible staff member and the immediate family as follows: Staff Member Spouse or Domestic Partner and Each Eligible Dependent Child $1,600 $800 Date of Payment 3.03 The travel grant and home country grant are paid to the staff member on the first pay date on or after the staff member's eligibility date, based on the amounts in effect on the payment processing date. 04. Bank Group and Bank Group/IMF Couples Bank Group Couples 4.01 If Bank Group staff members married to each other or registered as domestic partners of each other are both eligible for home country travel, the terms and conditions set out in this section will apply. If such staff members divorce or terminate their domestic partnership, each will continue to receive home country travel benefits based on their common eligibility date If Bank Group staff members are married to each other or registered as domestic partners of each other and one is eligible for home country travel and the other is eligible for a mobility premium, they must elect, as of the later of the date of marriage/approval of an affidavit of domestic partnership or appointment, one of the following: a. A mobility premium, in accordance with Staff Rule 6.21 in which case the Bank Group will pay the mobility premium to the staff member who is eligible for that benefit, with the payments based on that staff member's destination zone and eligibility period. At the end of the eligibility period, neither staff member will become eligible for home country travel benefits. If such staff members divorce or terminate their domestic partnership before receiving mobility premium payments for the entire eligibility period, each staff member will receive mobility premium payments based on the staff member's own destination zone and their common eligibility period; or b. Home country travel, in which case both staff members will be eligible for the benefit in accordance with this section. If such staff members divorce or terminate their domestic partnership, each will continue to receive home country travel based on their common eligibility date. Elections made by Bank Group couples with respect to the mobility premium and home country travel are irrevocable Only one staff member is eligible for a travel allowance at the rate applicable to staff members. The other staff member is eligible for a travel allowance at the rate applicable to spouses/domestic partners If either staff member terminates employment or ceases to be eligible for a mobility premium or home country travel, the provisions applicable in the case of divorce or termination of domestic partnership above will apply to the remaining staff member. Bank Group/IMF Couples 4.05 A Bank Group/IMF couple consists of a Bank Group staff member who I. is married to an IMF staff member, or II. has registered an IMF staff member as a domestic partner, or Page 4 of 5

5 Page 5 of 5 III. is registered as a domestic partner of an IMF staff member If both members of a Bank Group/IMF couple are eligible for home country travel, they must elect, as of the later of the date of marriage/approval of an affidavit of domestic partnership or appointment, either home country travel as provided by the Bank Group in accordance with this section, or as provided by the IMF, but not both. If such staff members divorce or terminate their domestic partnership, the Bank Group staff member will receive home country travel benefits as provided by the Bank Group based on their common eligibility date. Eligibility Date for Bank Group/IMF Couples 4.07 Bank Group couples who are both eligible for home country travel must choose one of their eligibility dates as a common eligibility date. The eligibility date of a Bank Group/IMF couple electing home country travel from the Bank Group will be the eligibility date of the Bank Group staff member. The common eligibility date will become effective on or after the date of marriage or approval of domestic partnership. SECTION IV - EXCEPTION SECTION V - WAIVER SECTION VI - OTHER PROVISIONS SECTION VII - TEMPORARY PROVISIONS SECTION VIII - EFFECTIVE DATE Effective date for this is 1/1/2016 SECTION IX - ISSUER World Bank Group Human Resources Vice President, HRDVP SECTION X - SPONSOR Manager, HRDCB

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