Professional Moving Consultant Checklist for Government Relocations

This overview highlights the Professional Moving Consultant (PMC) Checklist, a critical tool for ensuring compliance and smooth execution of government household goods relocations.

Purpose:
Provide PMCs with clear guidance on completing all pre-move steps to maintain compliance, prevent penalties, and deliver a professional client experience.

Key Elements:

• Timing & Notification: Conduct the pre-move consultation within 5 business days (2 days for rush moves) and notify the government of the appointment. Missed deadlines can result in penalties.

• Pre-Move Booklet & Signatures: Deliver and review the booklet with the shipper, obtain signed acknowledgement, and scan for records. Failure to do so can incur 1–3 point penalties.

• Weight Estimate & Reporting: Submit the initial weight estimate to the government within 2 business days of the consultation; provide revised weights by the end of pack day/DSR if needed.

• Shipper Responsibilities & Inventory Changes: Ensure the shipper communicates any additions or removals of household goods and secures confidential documents. Inventory can be updated through pack day.

• Transit Protection & Special Items: Explain valuation coverage and limitations; complete certification forms for high-value or special-handling items.

• When Full Pre-Move Can’t Be Completed: Notify MC and Atlas Government & Corporate Services immediately in writing if the consultation is incomplete due to inaccessible areas or other issues.

• Documentation & On-Site Process: Collect all signatures, provide guidance on item preparation, assist with unloading/unpacking to note visible loss/damage, and retain scanned copies for billing records.

Quick Action Checklist:

1. Schedule pre-move consultation on time.

2. Provide and review pre-move booklet; get signed acknowledgement; scan to images.

3. Submit weight estimate within 2 business days.

4. Record additions/removals; update inventory and revised weight as needed.

5. Explain transit protection & special item requirements; get required signatures/forms.

6. Notify Atlas Government & Corporate Services if consultation is incomplete.

7. Document everything thoroughly—photos, notes, and signatures.

Key Takeaway:
Thorough pre-move documentation and communication by PMCs protect both the shipper and the agent, ensure compliance, and minimize penalties in government relocations.