POLICY GROUP MEETING

• Document Type: CREST
• Collection: General CIA Records
• Document Number (FOIA) /ESDN (CREST): CIA-RDP89-00066R000800080010-8
• Release Decision: RIPPUB
• Original Classification: K
• Document Page Count: 10
• Document Creation Date: December 27, 2016
• Document Release Date: December 13, 2012
• Sequence Number: 10
• Content Type: MISC

AA
Declassified in Part - Sanitized Copy Approved for Release 2012/12/13: CIA-RDP89-00066R000800080010-8
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POLICY GROUP MEETING
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STAT decisions so I decided to review them.
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reviewed what has been
accomplished in the Working Group over the last several weeks including
meetings with CCS and meetings on the TON issue.
raised the issue
of the retirement process. Although unsaid, it appeared again OF is
interested in managing and probably controlling this project. We did not come
to any agreement on this issue.
again raised the question why CCS was not attending these
meetings. I explained that they were invited to all meetings and in many
instances they had elected not to attend the meetings.
groused
somewhat about this fact and expressed some concern about OIT's involvement in
the requirements process. I pointed out that the requirements would be
reviewed by the Working Group after they were completed and that they would be
c,Qt-es '
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formerly reviewed by OIT before being made available for final printing. I
then reviewed the issues that we had discussed with OPM raised last Friday,
describing OPM's reaction to our proposals. The attendees seemed surprised
and pleased with the results especially
who was somewhat skeptical
about the results. I explained that the details would be worked out with OPM
with members of the Working Group with guidance from this office.
indicated that he might have some problem meeting the 1 January deadline for
the changes in the payroll system to accommodate thrift reductions and
reductions for the new retirement system. I indicated that OF had been slow
in providing specifications and making necessary modifications once reviewed
by OIT. He indicated to that his incumbent to the OF moved things
quickly and to complete testing on other programs developed by OIT so that the
changes in the payroll system could start being tested.
he could do and
asked what
detailed what was necessary. I learned after the
meeting that the system is ready or will be ready and Jim simply attempted to
get OF to move more quickly in several areas.
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STAT
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Declassified in Part - Sanitized Copy Approved for Release 2012/12/13: CIA-RDP89-00066R000800080010-8
Retirement Policy Group Meeting
30 September 1986
1530 hours
Room 6N20
STAT
Agenda
(1) General Information
(2) Meeting with the DDA on Retirement Policy Issues
(3) Update on Working Group Activities
(4) Meeting with OPM on Internal Retirement Administration
(5) Other items
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Declassified in Part - Sanitized Copy Approved for Release 2012/12/13: CIA-RDP89-00066R000800080010-8
E MARE FOR NEW RETIREMENT SYSTEM
This note is to advise you on the status of software that will enable
Agency employees to calculate their benefits under the old and new retirements
systems. Work on the software is nearing completion and will soon be made
available to Agency employees.
The software will be provided initially to component personnel officers
and to retirement specialists in the Retirement Division for a test period of
two to three weeks. During this time, personnel officers will assist
employees in calculating their retirement benefits and advise the Retirement
Task Force of any problems encountered in using the system.
After completion of testing, the software will be provided to components
a IU
which have access to IBM or WANG Personal Computers (a Wang PC must have(IBM
emulator board). A user's guide will accompany each copy of the software
given to components to assist employees in operating the software. However,
component personnel officers may still be called upon to assist employees in
its operation.
To prepare component personnel officers for their role in providing
assistance, a half-day training session will be provided by our contractor,
Hay-Huggins Inc. These sessions will be held at
on November in Room from 0900 - 1200 and 1300 - 1600. Only thirty
officers can be accommodated at each session, so class assignments will be
done on a first come, first serve basis. Please contact Cathy Bailey on
2-4078 or 34-0094 to indicate your preference of training time. A sufficient
number of personal computers will be available to provide participants with
ample hands-on experience in operating the software.
By early January 1987, the software will be available to employees who
have access to the Agency mainframe computer systems. More information on its
availability and how it can be accessed will be provided in the near future.
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Declassified in Part - Sanitized Copy Approved for Release 2012/12/13: CIA-RDP89-00066R000800080010-8
16 October 1986
MEMORANDUM FOR THE RECORD
SUBJECT: Meeting with Office of Personnel Management Officials on Status of
OPM action on FERS Regulations
1. A meeting was held at OPM (at request) this afternoon to STAT
discuss status of OPM's efforts to develop new guidance and regulations on
revisions to CSRS regs and the FERS.
Attendees were:
OPM - Mr. Frank Titus, Asstistant Director for Financial Control and
Management and Mrs. Mary Sugar (Soo-gar) Staff Officer.
and the undersigned. STAT
CIA-
2. had met Mr. Titus at a previous meeting at OPM where the STAT
ramifications of certain provisions of the FERS Act on CIA's internal
administration of CSRS and FERS were discussed. Mr. Titus therefore was
cognizant of the need for CIA to be currently informed on the new regulations
developed by OPM in order to develop CIA's internal regulations on the CSRS,
FERS, and CIARDS.
3. Status of OPM on developing new regulations.
O Mr. Titus confirmed that his staff is charged with the OPM regulation
project and is working against a final deadline of 31 December 86 for
completion of a full set of "interim" regulations addressing the
primary features of changes to CSRS and the new FERS.
O The structure of the new OPM regulations will be:
A. Same format as the current FPM Part 831 (covering CSRS).
B. New regs will be developed within seven new FPM issuances:
1. Part 841 - FERS - General Administration
2. Part 842 - FERS - Basic Annuity
3. Part 843 - FERS - Survivor and Lump Sum Benefits
4. Part 844 - FERS - Disability Retirement
5. Part 845 - FERS - Debt Collection
6. Part 846 - FERS - Elections by Employees under CSRS
7. Part 847 - FERS - Co-ordination with Social Security
Administration
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C. Regulatory topics under each of the new "parts" above are cited in
the attachment.
o Work has begun on most of the regulatory topics but priorities for
completion of certain areas have been set according to implementation
sequences of the FERS. First emphasis on producing drafts of regs are
focussed on FPM Part 842 (Basic Annuity), topics: Employee coverage;
eligibility, basic annuity computation and Part 841 (General
Administration), topic: normal cost.
4. ?mr. Titus expects completion of the draft employee coverage regulation
early next week and volunteered to send OP a copy as soon as it is produced.
He further volunteered to send copies of each subsequent draft as they are
available. He advised us that before their regs are finally issued they must
be sent to OMB for review and approval -- a procedure which he said usually is
very, very slow -- sometimes months!:
5. ?mr. Titus further stated that he will propose to his boss, Mr.
Morrison, that he be permitted to provide us (OP) with early working drafts of
subsequent OPM regulations as they are developed (i.e. prior to final approved
form of the regulation).
6. Mr. Titus stated that in near future he will be scheduling monthly
meetings at OPM for Executive Dept. Agency personnel reps to provide
information, guidance, and clarify issues on the FERS. He will notify
when meetings are scheduled.
7. Apart from the primary topic re: OPM's efforts on developing their
regulations, Mr. Titus stated that they were developing guidances (booklet)
relative to conversions from CSRS to FERS with publication expected in March
1987. A new FERS informational booklet has been developed (copy available)
and is being produced for general employee distribution.
8. The session with Mr. Titus was encouraging and productive in terms of
his apparent interest and willingness to keep us informed and provide copies
of new draft regs as they are produced. The indications are however, that
OPM's "road" to their final approved regs will be long and slow -- even though
they will designate them as "interim" regulations.
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Following is a proposed overall outline of regulations under PERS. It
is intended as a working outline to permit better organization of new
regulations than currently exists in Part 831, and to allow division of
work among staff. Inclusion of certain items doesn't mean anyone has
concluded that regulations are needed-only that they are accounted for
in the basic structure. For the time being, some topics will simply be
covered by cross-referencing existing regulations in Part 831 (State
tax, debt collection, etc.)
PART 841 FEDERAL EMPLOYEES RETIREMENT SYSTEM - -GENERAL ADMINISTRATION
A. GENERAL PROVISIONS
B. APPLICATIONS FOR BENEFITS
C. EMPLOYEE CONTRIBUTIONS
D. NORMAL COST y'"
E. CLAIMS PROCESSING (IhtLUDING RECONSIDERATION & APPEALS)
F. SERVICE CREDIT DEPOSITS
G. COST OF LIVING ADJUSTMENTS
H. WAIVER, ALLOTMENT, OR ASSIGNMENT OF BENEFITS
I. COURT ORDERS AFFECTING BENEFITS
, J. STATE INCOME TAX WITHHOLDING
K. REEMPLOYMENT OF ANNUITANTS
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? Declassified in Part - Sanitized Copy Approved for Release 2012/12/13: CIA-RDP89-00066R000800080010-8
Declassified in Part - Sanitized Copy Approved for Release 2012/12/13: CIA-RDP89-00066R000800080010-8
PART 842 FEDERAL EMPLOYEES RETIREMENT SYSTEM ? ?BASIC ANNUITY
? A. COVERAGE V
B. ELIGIBILITY L/
C. SERVICE CREDIT
?
D. ? BASIC ANNUITY COMPUTATION
E. ANNUITY SUPPLEMENT
F. SURVIVOR ELECTIONS
G. ALTERNATIVE FORMS OF ANNUITY
H. SPECIAL COMPUTATIONS (6(c), CONGRESSIONAL, ETC.)
I. EARLY RETIREMENT (DSR, VOLUNTARY)
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? Declassified in Part - Sanitized Copy Approved for Release 2012/12/13: CIA-RDP89-00066R000800080010-8
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PART 843 FEDERAL EMPLOYEES RETIREMENT SYSTEM--SURVIVOR AND LUMP-SUM
BENEFITS
A. LUMP-SUM BENEFITS
B. CURRENT AND FORMER SPOUSE BENEFITS
C. CHILD ANNUITIES
D. '? ?INSURABLE INTEREST ANNUITIES
Ai\S 1
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PART 844 FEDERAL EMPLOYEES RETIREMENT SYSTEM - -DISABILITY RETIREMENT
(EVERYTHING, INCLUDING ELIGIBILITY, COMPUTATION, PROCEDURES,
RECOVERY, ETC.)
PART 845 FEDERAL EMPLOYEES RETIREMENT SYSTEM - -DEBT COLLECTION
PART 846 FEDERAL EMPLOYEES RETIREMENT SYSTEM--ELECTIONS BY EMPLOYEES
? COVERED BY CIVIL SERVICE RETIREMENT SYSTEM
PART 847 FEDERAL EMPLOYEES RETIREMENT SYSTEM--COORDINATION WITH SOCIAL
SECURITY ADMINISTRATION
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Declassified in Part - Sanitized Copy Approved for Release 2012/12/13: CIA-RDP89-00066R000800080010-8