MAJOR OPM FUNCTIONS

• Document Type: CREST
• Collection: General CIA Records
• Document Number (FOIA) /ESDN (CREST): CIA-RDP89-00066R000900010029-4
• Release Decision: RIFPUB
• Original Classification: K
• Document Page Count: 10
• Document Creation Date: December 22, 2016
• Document Release Date: January 7, 2011
• Sequence Number: 29
• Content Type: MISC

Approved For Release 2011/01/07: CIA-RDP89-00066R000900010029-4
MAJOR OPM FUNCTIONS
GPM Functions ? Administrative Fix
Legislation
1. Adjudicate all CSRS retire- - Seek agreement from OPM to assign Delgate to DCI authority to totally
ment applications annuitant identification number. administer retirement program for
all Agency employees/retirees.
Seek agreement from OPM to verify
all prior federal service thru
documention/records secured from
OPM, NPRC, or other federal agencies.
Seek agreement from other agencies to
release records to us for above
verification requirements.
Seek agreement from OPM to issue CSRS
identification cards on their behalf.
Seek agreement from OPM to compute amount of
deposit/redeposit due for prior federal
service.
Seek agreement from OPM to issue billings for
deposits/redeposits.
Seek agreement from OPM to accept payment of
monies for deposit/redeposit.
- Seek approval from OPM to verify amount of
federal annity entitlement.
- Seek agreement from OPM to verify health
coverage for retirees, and make applicable
deductions from annuity check.
Approved For Release 2011/01/07: CIA-RDP89-00066R000900010029-4
 Approved For Release 2011/01/07: CIA-RDP89-00066R000900010029-4
MAJOR OPM FUNCTIONS
OPM Functions Administrative Fix
Lee islation
2. Make annuity payments to - Seek approval from OPM to verify Delegate to DCI authority to
all CSRS retirees and benefit entitlement of survivors in administer and maintain Agency
survivors accordance with OPM regs & procedures CSRS Retirement Fund.
- Seek agreement from OPM and Treasury
Dept. to collect and retain Agency
employees CSRS retirement contributions.
Seek agreement from OPM to determine
eligibility of child annuitants beyond age
18 in accordance with OPM regs & procedures.
Seek agreement from OPM to correspond with
survivors to gain information to determine
eligibility for benefits.
3. Approve all CSRS disability - Seek agreement from OPM to provide final Authorize DCI to make final
applications. medical determination on all disability determination on disability
applications. applications for CSRS
participants.
Seek approval from OPM and Merit System
Protection Board to determine appeals
on denying disability retirement
applications.
Seek approval from OPM to receive, review
and render findings on annual reports of
income from certain disability retirees.
- Seek agreement from OPM for D/Pers to
approve disability applications.
Seek approval from OPM to perform annual
medical examinations and determinations on
temporary disability retirees and those re-
questing reinstatement of disability status.
Approved For Release 2011/01/07: CIA-RDP89-00066R000900010029-4
 Approved For Release 2011/01/07: CIA-RDP89-00066R000900010029-4
MAJOR OPM FUNCTIONS
4. Maintain CSRS Retirement
Fund including contribu-
tions of Agency employees
and matching Agency con-
tributions. These funds
are transferred to CIARDS
when employees qualify
for that program. (name
given to OPM to effect
transfers)
5. Maintain ten safes of
files on covert Agency CSRS
retirees and employees who
transfered to CIARDS from
CSRS.
Administrative Fix Legislation
- S
eek agreement from OPM to receive/retain Delegate to DCI authority to
4
Agency emp. contributions. administer and invest Agency
CSRS retirement funds.
- Seek agreement from Treasury to invest
these funds.
- Seek agreement from OPM/Treasury to
transfer monies between CSRS & CIARDS
funds when necessary.
- Seek agreement from OPM/Treasury to
disburse those funds in accordance with
OPM regs & procedures.,,
- Seek approval from OPM/OMB to handle
monetary requirements in annual budget
submission.
- Seek agreement from OPM to transfer Delegate to DCI authority to
files back to Agency.
- Seek agreement from OPM to administer
retirement program for those retirees
and/or survivors.
Seek approval from OPM/Treasury to
transfer funds to Agency to cover
annuity payments of these annuitants
and/or survivors.
- Seek approval of OPM and Treasury to
determine future investments of these
funds.
administer retirement program for
previous covert CSRS
retirees/survivors.
Approved For Release 2011/01/07: CIA-RDP89-00066R000900010029-4
 Approved For Release 2011/01/07: CIA-RDP89-00066R000900010029-4
MAJOR OPM FUNCTIONS
OPi,IFunctions Administrative Fix
Legislation
6. Certify entitlements to - Seek approval of OPM and FEGLI/New York Delegate to DCI authority to certify
FEGLI benefits for to certify FEGLI coverage of Agency FEGLI coverage for all Agency
retirees, both CIARDS and retirees. retirees and submit all claims
CSRS. arising from that coverage.
- Seek approval of OPM and FEGLI/New York
to determine eligibility for such
coverage
- Seek approval of OPM/FEGLI New York to
initiate/submit claims directly to
FEGLI New York.
- Seek approval from OPM to retain all
FEGLI enrollment & beneficiary forms
on retirees.
7. Receive pay cards on Agency - Seek Agreement from OPM/Treasury to re- Request authority for DCI to re-
CSRS resignees and handle tain cards and retirement deductions on tain pay cards & deductions on
requests for refunds of all CIA employees after their all CIA resignees and make refunds
those contributions. resignations. as requested.
Seek agreement from OPM/Treasury to
refund retirement contributions to
Agency resignees.
8. Confirm prior federal - Seek approval from OPM to retain all Delegate to DCI authority to obtain
service of CSRS retirees. pay cards and transfer previous information on and submit billings
deductions for any prior federal for prior federal service.
service.
- Seek approval from OPM to obtain
verification of prior federal service
thru OPM files, National Personnel
Record Center (NPRC) or other federal
agencies.
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 Approved For Release 2011/01/07: CIA-RDP89-00066R000900010029-4
9. Process requests for deposit/ - Seek approval from OPM to receive all Delegate to DCI authority to o4ain
redeposit for CSRS employees. records including pay cards, previous information on and submit billings
billings for deposits/redeposits and for prior federal service.
deductions for any prior federal
service.
- Seek approval from OPM to issue billings
to employee.
- Seek approval from OPM to collect all
deposit/redeposit monies due.
- Seek approval from Treasury to retain
and invest all deposit/redeposit monies
paid.
Approved For Release 2011/01/07: CIA-RDP89-00066R000900010029-4
 Approved For Release 2011/01/07: CIA-RDP89-00066R000900010029-4
- FINALIZE RETIREMENT LEGISLATION
FORMALIZE RETIREMENT TASK FORCE
? Policy Committee
? Implementation Group
Technical/Secretarial Support
DEFINE REQUIREMENTS, COMPONENT RESPONSIBILITIES
AND AUTHORITIES
? Thrift Plan Implementation & Administration
? Social Security and Defined Benefit
Administration
? Internal Administration of old CSRS
Funding
? Space
Manpower
? Automation
Records
0 Regulatory Issuances
? External Liaison and Administration
0 Employee Education on New Programs
86 87
A M J J A S 0 N D J
P A U U U E C 0 E A
R Y N L G P T V C N
A
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86 87
A M J J A S 0 N D J
P A U U U E C 0 E A
R Y N L G P T V C N
- IMPLEMENTATION OF GENERAL PROVISIONS
AND INTERNAL ADMINISTRATION
(1 Jan 87 deadline for General provision;
internal - open ended)
? Thrift Plan Implementation and Administration
Withholding & Refund procedures; IRS
requirements; individual accounting
mechanisms; liaison with Thrift Plan Board;
Automation-Development of Appropriate
Software; Individual Employee Statements;
Control & Records of Employee Contributions
Social Security and Defined Benefit
Plan Administration
Adjudication Procedures; Training of
RD employees; Refund Procedures; Disability
and Survivor Benefits
SNfg1t#J AL
? ^Administration of old CSRS
Adjudication and Payment of Benefits, Refunds;
Deferred Annuities; Deposits and Redeposits;
Management of Funds; Transfer of Records from
OPM to Agency
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86 87
A M J J A S 0 N D J
P A U U U E C 0 E A
R Y N L G P T V C N
' FUNDING
Requirements (long-term/short term);
Budget submission requirements;
OPM vs. CIA authorities and responsibilities;
Determination of unfunded requirements
? SPACE
Additional requirements (people and
records); New building requirements/
problems
A
MANPOWER
Requirements short term/long term;
Additional authorizations or from
existing resources; reorganization
requirements, if any
AUTOMATION
Development of integrated software
and programs to meet OP & OF administrative
requirements; External contractors (need
and identification - appropriations of
funds)
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86 87
A M J J A S 0 N D J
P A U U U E C 0 E A
R Y N L G P T V C N
Records
Establish requirements & implementation
for various systems and functions -
Thrift Plan; Refunds; Deposits:
Withdrawals; Transfers to and from Agency;
Deferred Annuities, etc. (Timing and
Systems depend on Automation Availability)
? Regulatory Issuances
Review and revise Agency regulations
in consonance with implementation of
new retirement systems. Include
provisions on Thrift Plan, Social Security,
Benefits determinations, eligibility
requirements, etc.
External Liaison and Administration
Determine and establish any required
administrative arrangements with OPM,
SSA, Treasury, and Thrift Plan Board.
Define authorities, requirements, and
responsibilities for each organization.
Obtain security clearances
Approved For Release 2011/01/07: CIA-RDP89-00066R000900010029-4
 Approved For Release 2011/01/07: CIA-RDP89-00066R000900010029-4
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A M J J A S 0 N D J
P A U U U E C 0 E A
R Y' N L G P T V C N
Education of Employees
Develop education program to inform
employees on benefits, entitlements
and options. Design informational handouts,
EB's, instructional workshops video(?)
Personnel officer workshops. Develop
options package to assist old employees
on advisability of transferring to the
new program.
Approved For Release 2011/01/07: CIA-RDP89-00066R000900010029-4