AGREEMENT BETWEEN OFFICE OF PERSONNEL MANAGEMENT AND THE CENTRAL INTELLIGENCE AGENCY

• Document Type: CREST
• Collection: General CIA Records
• Document Number (FOIA) /ESDN (CREST): CIA-RDP89-00066R000800200007-8
• Release Decision: RIPPUB
• Original Classification: K
• Document Page Count: 6
• Document Creation Date: December 27, 2016
• Document Release Date: December 6, 2012
• Sequence Number: 7
• Publication Date: October 28, 1987
• Content Type: MISC

Declassified in Part -Sanitized Copy Approved for Release 2012/12/06 :CIA-RDP89-000668000800200007-8
ROUTING AND RECORD SHEET
SUBJECT: (Opfionol)
Agreement with OPM and CIA
N
FROM:
o. ~
DATE 3O OCt S 7
TO: (OlFicer designation, room number, and
building)
GATE
OFFICER'S
COMMENTS (Number each comment fo show from whom
RECEIVED
FORWARDED
INITIALS
b whom. Draw o line across column offer each comment.)
1' C/~
906 Ames
-
Attached is a copy of the
latest draft of the MOU with
2 -
---
-
-
OPM regarding the retirement
administration. OPM is currently
reviewing this draft.
3.
ey
S
4.
S.
S
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
FORM 61 0 fang s'S
TATT
Declassified in Part -Sanitized Copy Approved for Release 2012/12/06 :CIA-RDP89-000668000800200007-8
 Declassified in Part - Sanitized Copy Approved for Release 2012/12/06 :CIA-RDP89-000668000800200007-8
2s oct a7
Agreement Between the
Office of Personnel Management
and the
Central Intelligence Agency
Purpose: The purpose of this memorandum is to formalize existing
understandings between the Office of Personnel Management (OPM) and the
Central Intelligence Agency (CIA) regarding the administration of the Civil
Service Retirement System (CSRS) and the Federal Employees' Retirement System
(FERS), as these systems apply to employees of the CIA.
Background: The FERS Act of 1986 contained provisions designed to improve
security protec tion afforded CIA employee identities, intelligenc a sources,
methods and activities. These provisions amended Title 5, United States Code,
through addition of a new subsection 8347(n) and a new section 8461,
applicable respectively to the administration of the CSRS and FERS.
Methodology: This agreement between the two Agencies will outline in general
terms both Agencies' responsibilities, obligations, and duties. It will be
supported by separate subordinate Memoranda of Understanding, which are
consistent with the content and scope of this primary memorandum and which
address such matters as operating relationships and financial management.
Authority to approve these subordinate memoranda may be delegated. No
agreements with respect to retirement matters will be executed or entered into
by the CIA without the approval or concurrence of CIA's Director of Personnel
and/or his designee.
Declassified in Part - Sanitized Copy Approved for Release 2012/12/06 :CIA-RDP89-000668000800200007-8
 Declassified in Part - Sanitized Copy Approved for Release 2012/12/06 :CIA-RDP89-000668000800200007-8
28 Oct 87
A complete unclassified listing of each such supplementary memorandum will be
filed with and noted on the record copies of this Memorandum of Understanding,
and updated as necessary.
Discussion: This Memorandum reaffirms the understanding between CIA and OPM.
To the extent permitted by law and not expressly excluded by this Memorandum
or any subsequent Memoranda of Understanding, the Director of Central
Intelligence Agency has elected to exercise the legislated authority,
effective January 1, 1987, to administer all CSRS and FERS provisions and
related functions and duties as they apply to all current and future CIA
employees and those annuitant beneficiaries becoming eligible for such benefit
payments on and after January 1, 1987.
CIA's current CSRS and FERS regulations, developed through consultation with
OPM, specify the primary policies, authorities, responsibilities, and general
procedures for the administration of CSRS and FERS func tions applicable to
employees and annuitant beneficiaries of the CIA. CIA will consult with OPM
should circumstances require substantial revisions of existing CIA retirement
regulations, procedures, or processes.
In a manner consistent with the Director of Central Intelligence's
responsibility to protect identities, intelligence sources, methods,
activities, and sensitive intelligence data from unauthorized disclosure, the
CIA's policies and procedures for determining entitlements will be consistent
with those of OPM in the administration of CSRS and FERS. If the CIA
determines that it must depart in a substantial manner from OPM's policies
Declassified in Part - Sanitized Copy Approved for Release 2012/12/06 :CIA-RDP89-000668000800200007-8
 Declassified in Part - Sanitized Copy Approved for Release 2012/12/06 :CIA-RDP89-000668000800200007-8
28 Oct 87
and procedures for determining retirement entitlements, the CIA will notify
OPM of such a determination. Any such notification will be in a manner
consistent with the DCI's responsibilities as outlined earlier in this
paragraph.
Other Duties and Responsibilities: CIA will conduct periodic internal
inspections and audits of CSRS and FERS retirement processing and
disbursements. In a manner consistent with the Director of Central
Intelligence's previously stated responsibility to protect identities,
intelligence sources, methods, activities, and sensitive intelligence data,
internal inspections and audit reports concerning disbursements from the Fund
and entitlement determinations relating to such will be subject to review by
OPM personnel who have appropriate program responsibilities and security
clearances. Subject to the same conditions, such internal inspections may be
supplemented by independent reviews of those disbursements and entitlement
determinations conduc ted by OPM personnel. In the same manner, CIA program
officials will comply with all reasonable audit recommendations.
In a manner consistent with the Director of Central Intelligence's
responsibilities cited in the preceding paragraph, CIA will provide OPM with
statistical reports on CSRS and FERS financial and administrative activities
related to disbursements from the Fund. The content and frequency of reports
will be described in the supplemental agreements.
Declassified in Part - Sanitized Copy Approved for Release 2012/12/06 :CIA-RDP89-000668000800200007-8
 Declassified in Part - Sanitized Copy Approved for Release 2012/12/06 :CIA-RDP89-000668000800200007-8
as oct s~
To the extent provided for in Title 5, OPM will furnish such information and,
on a reimbursable basis, such support services as may be requested by CIA to
carry out its functions and duties with respect to administration of the CSRS
and FERS for current and future Agency employees and those annuitant
beneficiaries becoming eligible for retirement benefits. The information
services and charges will be agreed upon by representatives of each Agency.
OPM will provide on request any retained prior Federal service records and
related documents applicable to CIA employees.
OPM will effect disbursements of monies from the CSRS Fund to the CIA in
reimbursement of expenditures, properly chargeable to the fund, incurred by
CIA in the administration of CSRS and FERS. Documentation of expenses and
payments will be described in the supplemental agreement on financial
activities.
In the event that there is some significant change in circumstance and the
Director of Central Intelligence Agency determines it is no longer appropriate
to exercise the authority regarding specific retirement func bons and duties
enumerated in Title 5, U.S. Code, CIA will notify OPM of such intent and
consult with OPM on the mechanisms and timing of the transfer of functions.
Such notification and consultation will be in a manner consistent with the
Director of Central Intelligence's responsiblities to protect identities,
intelligence sources, methods, activities, and sensitive intelligence data.
Declassified in Part - Sanitized Copy Approved for Release 2012/12/06 :CIA-RDP89-000668000800200007-8
 Declassified in Part - Sanitized Copy Approved for Release 2012/12/06 :CIA-RDP89-000668000800200007-8
2e oct s~
Changes: Modifications and revisions of existing operating procedures and
the establishment of new procedures related to the administration of FERS and
CSRS will be jointly developed and agreed to by appropriate officials of OPM
and CIA as the need arises and to assure the currency and adequacy of such
procedures. Major modifications and/or major new procedures should be
reflected in the appropriate supplementary Memoranda of Understanding.
This Memorandum of Understanding will continue in effect until terminated by
either Agency giving six months advance written notice. The advance notice
may be waived in whole or in part only if agreed to in writing by both
Agencies.
Approvals:
Approved for the Office of Personnel Management.
Director, Office of Personnel Management Date
Approved for the Central Intelligence Agency
Director of Central Intelligence Date
Declassified in Part - Sanitized Copy Approved for Release 2012/12/06 :CIA-RDP89-000668000800200007-8