POLICY GROUP MEETING 7 NOVEMBER 1986

• Document Type: CREST
• Collection: General CIA Records
• Document Number (FOIA) /ESDN (CREST): CIA-RDP89-00066R000800080012-6
• Release Decision: RIPPUB
• Original Classification: S
• Document Page Count: 4
• Document Creation Date: December 27, 2016
• Document Release Date: December 13, 2012
• Sequence Number: 12
• Publication Date: November 10, 1986
• Content Type: MEMO

Declassified in Part - Sanitized Copy Approved for Release 2012/12/13: CIA-RDP89-00066R000800080012-6
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MEMORANDUM FOR THE RECORD
SUBJECT: Policy Group Meeting
7 November 1986
Attendees:
10 November 1986
irman (Office of Personnel)
of Personnel)
fice of Personnel)
f Information Technology)
f the Comptroller)
Finance)
f General Counsel)
of General Counsel)
(Office of the SSA/DDA)
1. began by reporting on OP's educational program on FERS.
The series of briefings at Headquarters and outlying buildings has been
completed. A videotape version of the briefing has been produced and should
be available by the end of this month. Booklets on FERS are being distributed
to employees who are automatically covered under that retirement system and to
Civil Service Retirement System (CSRS) employees who have the option to
transfer to FERS. In addition, a special booklet is being developed for
CIARDS employees. The software package to project and compare retirement
benefits under the various systems should be available for use on IBM PCs in a
few weeks. We plan to have it on the mainframe for access via Delta Data
terminals around the end of the year. CP will also be issuing written
material on transfer considerations around the end of the year.
2. reported on the status of the replication of PAYCIARDS.
Tax reform provisions caused a delay in the delivery of the replicated
version, CSPAY, to OF. However CSPAY will be delivered to OF by 12 November
for acceptance and testing. also reported that OTT and OF are 25X1
jointly working on retirement codings for implementation by January. When
uestioned about whether On would be ready by 1 January with these systems,
indicated that it would be very tight, but OIT would meet the 25X1
eadline. When asked about the Agency's readiness to acce t an automated
retirement system if a suitable vendor were identified estimated 25X1
that it would take a year to have the system running.
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3. reported on the status of the systems evaluation project.
Letters were mailed to selected vendors on 30 October. The target date for
completing the requirements summary, which will be sent to the vendors as a
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follow-up to the letters, is 21 November. indicated that Ann
Paterra of Price Waterhouse was available to the Working Group to provide
guidance and assistance in preparing requirements and evaluating commercial
software. He stated that OP, OF, and OIT would jointly evaluate the software
proposed and determine which vendor, if any, had a system that could be
adapted to the Agency environment. OIT would have overall responsibility for
managing the automation effort once a vendor has been selected.
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4. discussed OGC's opinion on the retirement coverage of our 25X1
third-country nationals (TCNs), many of whom are employed by FBIS. TCNs who
are permanent resident aliens (PRAs) are eligible for Social Security and
therefore are covered under FERS. TCNs who are not PRAs are not eligible for
2 the majority of the Agency's TCNs. An
Social Security, and therefore therefore excluded from FERS. These individuals, who
5X1 number approximately represent
interim solution to handling their situation is to place them under CSRS until
separate retirement coverage is legislated. would like to meet 25X1
with and OPM to further discuss this issue. 25X1
5. mentioned that CP, OF, and FBIS met on 6 November to
discuss how the Agency will handle the retirement processing, payment, thrift
elections, and record keeping for TCNs. The TCNs present a unique situation
in that they are paid by the State Department through regional finance
centers. The Agency reimburses State for the funds expended to our TCNs. It
appears that new administrative procedures could be established between the
Agency and State to handle internal retirement administration of our TCNs.
The Working Group and FBIS will meet with State to discuss the issue and
initiate the development of new procedures.
6. advised the Policy Group that the Agency will receive a
supplemental for the funds needed for in-house administration in 1987.
Approximately $15 million will be needed in 1987, and $40-50 million in
subsequent years. Approximately $2 million in contract money for 1987 has
been covered. All money will initially be given to CP, which will in turn
allocate it to Agency components. There will probably be 15 new positions to
cover OP, OF, and OIT in 1987 and 1988, with the number being drawn back to 13
for 1989 and beyond. indicated that no money would be available in
1987 for personnel needs, but each office would be allowed to go over ceiling
to get needed personnel.
7. also reported that OMB contacted the Agency to ensure that
we are on the right track with regard to carrying out thrift deductions.
will try to identify some potential contacts for the Agency at OMB
or the Thrift Board.
8. advised the attendees of the outcome of two policy issues
that were brought before the CIARDS Retirement Board. First, CIARDS and FERS
Special Category participants who leave the Agency will be automatically
redesignated into the respective retirement system upon reemployment.
Secondly, the Board will administer designations into the FERS Special
Category, as it does now for CIARDS.
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9. also reported on a meeting between Retirement Division (RD)
representatives and Mt. Jerome Julius of CPM to discuss the transfer of
records to the Agency. Records exist at (PM on our employees who have prior
Federal service. The Agency plans to annually retrieve the records of those
employees who will become eligible to retire the following year. We now need
25X1 approximatel files that are being held at CPM. mt.. Julius agreed to an
arrangement y Agency representatives would excise the paper files from
the (PM record center in Boyers, Pennsylvania. Mt. Julius, however, would
delete the names in (PM's automated data base and would certify that no record
of the employees' Agency affiliation remained. RD plans to send
representatives to Boyers to accomplish the first retrieval during the week of
17 November or 1 December.
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10. reported on a meeting between OF and Mr. John Webster of
CPM to discuss arrangements for the funding of annuity disbursements. CPM
would prefer a disbursement/reimbursement procedure whereby the Agency would
make the annuity payments and then request repayment from CPM. The Agency
would present (PM with a summary statement by type of annuity for funds that
were disbursed, expressed concern about the slow turnaround time
for reimbursement of the Agency. He indicated that he would try to work out
some arrangement with Treasury Department to effect a more rapid reimbursement
because of the large sums of money that would be involved.
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11.
Chicago an
emphasized
also mentioned that Federal annuity payments are
carry a number which indicates that location.
that we should search for ways to make our payments,
look like those issued from Chicago.
made from
12.
described a recent meeting between Agency representatives
and Congressional Intelligence Committee staffers. The meeting was designed
to acquaint the staffers with our progress on FERS and to discuss our draft
regulations. The response to the Agency's efforts was very positive, and no
specific guidance was offered on our regulations. Mr. O'Neill asked the CIA
to assist NSA and DIA in preparing to administer the special overseas accrual
rate for their personnel. We will meet with NSA and DIA in the next few weeks
to discuss this matter.
13. recapped OP's recent meeting with Mr. Frank Titus of (PM
to discuss the Agency's regulations. (PM agreed to share their draft
regulations with us and also to review our regulations to ensure that they
were compatible.
14. The last item on the agenda was the presentation of two policy issues
for resolution. The first issue revolved around whether the Agency should
process all refunds of retirement contributions, or whether we should continue
to have (PM process at least some of them. The Policy Group's decision was to
have the Agency process all refunds. The second issue was whether or not all
employees who transfer in from another agency should resign from the other
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agency, and then have their benefits reinstated here
The Policy Group's decision was to have all employees who transfer
in resign from their former agency and then to redeposit their retirement
contributions if they had received a refund when leaving their former agency.
The Group left undecided how to handle thrift refunds of employees
transferring from other agencies. We will revisit the issue after we have
some discussions with the Thrift Board.
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