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SPECIAL RETIREMENT OPTIONS

Document Type: 
CREST [1]
Collection: 
General CIA Records [2]
Document Number (FOIA) /ESDN (CREST): 
CIA-RDP80-00473A000600040003-3
Release Decision: 
RIPPUB
Original Classification: 
S
Document Page Count: 
33
Document Creation Date: 
December 12, 2016
Document Release Date: 
December 6, 2001
Sequence Number: 
3
Case Number: 
Publication Date: 
August 29, 1977
Content Type: 
MF
File: 
AttachmentSize
PDF icon CIA-RDP80-00473A000600040003-3.pdf [3]1.35 MB
Body: 
OGC Has Reviewed 0 /-s t. I Approved For Release 2002/05/20 : CIA-RDP80-00473A000607 7 - 004Q0Q3- 3 S E C R E T lie DD/A 77-4719 29 August 1977 MEMORANDUM FOR: Acting Deputy Director for Central Intelligence FROM Michael J. Malanick Acting Deputy Director for Administration SUBJECT : Special Retirement Options REFERENCE : Memo dated 2 Aug 77 to DCI fr D/Pers; re Same Subject l.(A/IUO) Action Requested: That the offering of special retirement options be extended through 31 December 1977. 2. (S) Background: a. The Director has approved offering special retirement options through 30 September 1977 for the following components: DDA -- all except MC (Communica- tions), but with MS (-Security) offering it only to the GS-15 grade level; DCI, DDO, DDS&T and DDI -- across the board. b. Based on the impact of offering the special retire- ment options, it is believed that extension of the period, 30 September to 31 December 1977 deserves consideration. This three-month period will provide an opportunity for additional personnel to take advantage of the options and assure the resolution of manpower management problems. 3. (A/IUO) Staff Position: It now appears that our estimate of the number of employees who would exercise the option to retire by 30 Septem- ber is somewhat high. Toldate only twenty employees have formalized their request to retire under the special retire- ment options against an estimated eight/ to ninety employees. 25X1A Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 DD/A 77-4719 Page Two Extending the period from 30 September to 31 December 1977 during which an employee may opt to retire would serve to benefit Directorate management in relieving existing problems of manpower, career progression and hiring limitation. This view was expressed in the Comptroller?s meeting of 19 August 1977. 4. (A/IUO) Recommendation: Accordingly, it is recommended that you extend the offering of special retirement options, for the classes set forth in paragraph 2a above, to 31 Decem- ber 1977. /s/ Michael J. Mp.1rtnck Michael J. Malanick APPROVED: (_c4 DISAPPROVED: (__) Acting -Reiptrt:)%~ Director of Central Intelligence Distribution, Orig' - Adse, Return to Pers. 1 - ADDCI 1 - MJM 1 - ER 1 - RFZ _2 - DDA 1 D/Pers 1 DD/Pers 1 - DD/Pers (SP-RAD) 1 - DD/Pers (P&C-PS) Originator: Rewrite Aug 77 14 SEP 1977 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 Next 1 Page(s) In Document Exempt Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 r?'7 Q r C jh ------- -- Approved For Release 2002/05/20: CIA-RDP80-00473A000 SECRET MEMORANDUM FOR: Acting Deputy Director of Central Intelligence FROM'' I l f P ersonne o SUBJECT : Special Retirement Options REFERENCE .. Memo dtd 2 Aug 77 to DCI fr D/Pers; re same subject 1. (A/IUO) Action Requested: That the offering of special retirement options be extended through 31 December 1977. 2. (S) Ba~ound:., a. The Director liar approved offering special retirement options through 30 September 59;77 for the following components: DDA -- all except MC (Communications), but with MS (Security) offering it only to the GS-15 grade level;'APCI, DDO, DDSET and DDI -- across the board. b. On the assumption that 8Q to 90 separations would result from the offering of the retiremnt options, the Office of Personnel projected that on-duty strength as of 30 Sep 7 would be below the Agency's year-end revis.d ceiling o To date, only 20 employees have formalized t eir req,ues to re ire under the special options. c. The yearly legislative pay raise f 9r employees who have not yet reached the ceiling of $47,500 is expected to be effective in this Agency on 10 October 1977. 3. (A/IUO) Staff Position: a. Although it is too soon to tell, it is possible that our estimate that 80 to 90 employees would exercise the option to retire by 30 September might have been somewhat high. One explanation could be that employees now realize that by sep'ating SECRET E 2 IMPDET CL BY 25X1A 25X1A Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 Approved? For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 on 30 September, they would lose the effect the October pay raise will have on their ultimate lump sum payment and Federal Employees' Group Life Insurance benefits. Additionally, some employees might prefer to delay their retirement until the end of the year or later so that they might profit from receiving their lump sum leave payment in the new Calendar Year. b. There is already some reason to believe that the retirement options will be extended beyond 30 September 1977 for the Operations Directorate. We can foresee that the other Directorates will request the same consideration, again in the interest of encouraging separations in order to relieve existing problems of manpower management, career progression and hiring limitations. c. Even with a smaller number of retirements than originally estimated, it is assured that the Agency will be below ceiling on 30 September 197.7, and consequently, as a further stimulus to attrition by retirement and the benefits. to Directorate management that would result therefrom, it appears appropriate to consider extending the 30 September date to 31 December at this time. We understand that this view was expressed at the Comptroller's Meeting of 19 August 1977. 4. (A/III) Recommendation: Accordingly, it is recommended that you extend the o =ering o- special retirement options, for the classes set forth in paragraph 2a above, to 31 December 1977. 25X1A Att: Ref memo Distribution: Orig - Adse, return to D/Pers 1 - A-DDCI 1 - D/Pers (w/held) 1 - ER 1 - DD/Pers (w/held) 2 - DDA 1 - DD/Pers/SP-RAD 1 - DD/Pers/PAC-PS Approved For Release 2002/051QI1 1 -RDP80-00473A000600040003-3 1)1 ' flcgtstry Approved For Release 2002/05/20 : CIA-RDP80-00473A0006000 SECRET MEMORANDUM FOR: Director of Central Intelligence FROM . F. W. M. Janney I):i rector of Personnel SUBJECT : Special Retirement Options REFERENCE : Memo from D/Pers to DDCI dtd 14 Jul. 77; subject: Special Retirement Options 1. (A/IUO) Action Recd aes tcd : That the Career Services be authori zed, as x cxluestecl by them, to offer special retirement options from the present through 30 Sc. i.-)tember for the following elements : D.A. - - all except:: IC (Comniun.i c at:ions) , but with MS (Security), offering it only to the GS-15 grade l.ev ~I.; DCI area. --- across the board; DIO -- across the board.; DDS&T -- across the board; DDI --- across the board. 2. (A/IUO) Background: At your request I have invited proposals from the Deputy Directors and the Chairman of the Executive Career Service with respect to the offering of the special retirement options until 30 September 1977. They ltav'e submitted.,the proposals reflected in paragraph one on the basis of specific problems of meeting reduced ceiling or of providing for the necessary influx of officers providing for the future viability of the Aggency. The authority of the DCI to extend. such options has barest di scussecl with the Civil Service Commission and reviewed by the. General Cot:uisel. 3. (S) Staff Position: Based on the estimates of the Deputy Diirecto:rs, off ;r_i_ng. the spec.i.a:l.. retirement options would induce 69 to 108 retirements above and beyond those expected. Without such inducements. The best estimates of the Of=f'i.ce of Personnel confirm this range, with a point estimate of 87 ;ervurng for planning. purposes. The estimates are as follows: 0 25X1A Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 SECRET Career Service Office of Personnel Directorate Estimates Estimates O/DCI 5 3 DDA (with stated exceptions) 27 25 DDI 20 12 DDO (past ranges) 7 - 41 35 DDS?T 10 - 15 12 Total 69 -108 87 As can be seen by these ntmibers, the major impact of the special options would he o,n 1)1?O and I )DA, the two Directorates most likely to be affected by ceiling. reductions in the near future. In the other Directorates and the DCI area, c:,ei.ling reductions are not a problem but a very low rate of attrition produces problems of manpower management and career progression. '111ough the number expected to take advantage of the special -retirement options in these Directorates is small, it provides some alleviation of the problem. Our strength 25X1A L Our revise for 30 September 1977 is 25X1A on 31 July 1977 was We do expect to be able to p e normal losses and to be at or near col.-Ling at the end of the fiscal year. Any losses produced through the a:[fe,:cirig of the special retirement options are not likely to be replaced and would create a high. likelihood that the Agency .-would be below c eil.i.ng by tha.:t. number.. The. situation with respect to ceiling is as follows 25X1A Directorate O/DCI DDA DDO DPI DDSF,T Total. Strength 7/31/77 Revised Ceiling 9/30/77 25X1A 2 Approved For Release 2002/05/2O9~ ITRDP80-00473A000600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 SECRET As can be seen from comparison with the preceding estimates of where the retirements would occur, there would be a high likelihood that the DDO anc1.the DDA would be significantly below their revised ceilings on 30 September. This might create a resource problem unless it is deemed desi.ralble to make an early start on the reductions intended. For FY 1978. 4. (A/TUO) I tecommend.a.tion: `.lliat the action requested in paragraph one be approved. 25X1A Attachment Ref memo 0 I~,liia 1371 1 Di rector of Date Central Intelligence Director of Central Intelligence Date Distribution: Or:ig - Return to 1.)/Pers 1 - A-DDCT I - ER 2 - A- DDA 1 - OGC 1 - D/Pe rs 1 - DD/Pe rs 1 - DD/Pe r4;1 SP - RAD)/ROI t 1 - DD/Pe PS 25X1A 3 Approved For Release 2002/05/29gCQRDP80-00473A000600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3- 1DD/A Registry SECRET w77" 7/ j NffiORANI FOR: Acting Deputy Director of Central Intelligence r of Personnel SUBJECT : Special Retirement Options REFERENCE : ?v m dtd 2 Aug 77 to DCI fr D/Pers ; re same subject 1. (A/IUO) Action Pe quested: at the offering of special retirement options ems' extent c trough December 1977. 2. (S) B a g roxnd: a. The Director has approved of ring special retirement options through 30 September 1977 for the fo lowing txsmponents: DDA. -- all except MC (Cornunications), but with - (Security) offering it only to the GS-lS grade level; DCI, DDO, &T and ODI -- across the board. b. On the assumption that 80 to 90 sarations would result from the offering of the retirement options, the Office of Personnel projected that on-duty strength as of 3t\ September 1977 would be below the Agency's year-end revised veil' of toes To date, only 20 employees have formalized their r under the special options. c. The yearly legislative pay raise for employees who have not yet reached the ceiling of $47,500 is expected to be effective in this Agency on 10 October 1977. 3. (A/IUO) Staff Position: a. Although it is too soon to tell, it is possib that our estimate that 80 to 90 employees would exercise the~pption to retire by 30 September might have been somewhat high. One'-, explanation could be that employees now realize that by separa ing SECRET B 2 I? 'LET CL BY 25X1 25X1A Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 STATINTL Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 on 30 September, they would lose the effect the October pay raise will have on their ultimate lump sum payment and Federal Employees' Group Life Insurance benefits. Additionally, some employees might prefer to delay their retirement until the end of the year or later so that they might pro .t from receiving their lump sum leave payment in the b. The options will be 0 is already some reason to believe that the retirement s i on dad beyond 30 September 1977 for the Operat st foresee that the other Ilirectorates will reque Directorate. the same csidera in order to relieve progression and hiring tations . C. Even with a'smaller number of retirements than originally estimated, it is assured t the Agency will be below ceiling on 30 September 1977; and oars. ntly, as a further stimulus to attrition by retiremut and the benefits to Directorate managnt that would result therefrom, it appears appropriate to consider extending the 30 September date to 31 Decembelt at this time. We understand that this view was expressed at the C*troller's fleeting of 19 August 1977. 4. (.A/IUD) Ftecaomnendation: Accordingly, it is recorded that you extend the o g o spe8al retirement options, for the classes set forth in paragraph 2a above, to 31 Decenber 1977. Att: Ref me APPROVED DISAPPI CIVL'D: Distribution: brig - Ad", return to D/Pers 1 - A-DDC1 1- 2 - DDA 25101 A AD/Pers again in the interest of encouraging separations ting problems of manpower tea. Wit, career 1 _ D/Pers (w/held) 1 flD/Pers (w/hel.d) 1 - DD/Pers/SP-RAD 1 - DD/Pers/P&C-PS (Revision-24 Aug 77) Approved For Release 2002/05/geti4-RDP80-00473A000600040003-3 25X 1A STATINTL Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 Next 1 Page(s) In Document Exempt Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 PER.5 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 SECRET LDD/A Registry 2 AUG ;97i L 2-51380 O /A Reistrv ILLEGIB file L-,~ d-~? A MORANDUM FOR: hector of Central Intelligence FROM : F. W. M. Janney Director of Personnel SUBJECT : Special Retirement Options REFERENCE . Memo from D/Pers to DDCI dtd 14 Jul 77; subject: Special Retirement Options 1. (A/IUO) Action Regnested: That the Career Services be authorized, as reques tech-by tf.in,-to offer special retirement options from the present dirorrgh 30 September for the following elements: DDA -- all except IC (Co'nritunicat.:ions) , but with MS (Security) offering it only to the GS-IS grade level.; DCI area -- across the board; DDO -- across the board; DDS?,T --- across; the board; DDI - - across the board. 2. (A/IUO) Back ground: At your request I have invited proposals from the Deputy Directors and the Chairman of the Executive Career Service with respect to the offering of the special retirement options until 30 September 1.977. They have submitted the proposals reflected in paragraph one on the basis of specific problems of meeting reduced ceiling or of prrovhling for the necessary influx of officers providing for the future viability of the Agency. The authority of the DCI to extend such options has been disci-issed with the Civil Service Commission and reviewed by the { enema. Cot n;el. 3. (S) Staff Position: Based on the estimates of the Deputy Directors, o.fTG.i:rn i:~ie sped al retiirement options would. induce 69 to 108 retirements above and beyond those expected without such inducements. The best estimates of the Office of Personnel confirm this range, with a point estimate of 87 serving for planning purposes. The estimates are as follows: 0 25X1A Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 Directorate SECRET Career Service Estimates Offic e of P Estima ersonnel tes O/DCI 5 3 DDA (with stated exceptions) 27 25 DDI 20 12 DDO (past ranges) 7 - 41 35 DDSUJT 10 - 15 12 Total 69 -108 87 As can be seen by these numb=ers, the major impact of the special options would be on DDO and DDA, the two Directorates most likely to be affected by ceiling reductions in the near future. In the other Directorates and the DCI area., ceiling reductions are not a problem but a very low rate of attrition produces problems of manpower management, and career progression. Though the nuanber expected to Like advantage of the special retirement options in these Directorates i small, it provides some alleviation of the problem. Our revised ceiling for 30 September 1977 is Our strength 25X1A 25X1 A on 31 July 1.977 was We do expect to be able to rep. ace normal losses and to he at o Coiling at the end of the fiscal year. Any losses produced through the cr i f; r. ing of the special retirement options are not likely to be replaced ran.c.l wcrc.al d create a high likelihood that the Agency would be below cei-ILag by that number. The situation with respect to ceiling is as fo llocvs : Directorate O/DCI DDA DDO DDI DDS FIT Total 'Strength 7/31/77 Revised Ceiling 9/30/77 25X1A 2 Approved For Release 2002/05/2 W-RDP80-00473A000600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 As can be seen from comparison with the preceding estimates of where the retirements would occur, there would be a high likelihood that the DDO and the DDA would be significantly below their revised ceilings on 30 September. This might create a resource problem unless it is deemed desirable to make an early start on the r Juctions intended for FY 1973. 4. (A/IIY,)) Recommendation: one be approved. That the action requested in paragraph F. W. M. Janney Attachment Ref memo rector of Central Intelligence rectal F Central Intelligence Distribution: Orig - Return to D/Pe. rs 1 - A-D CT I - ER 2 - A-DDA 1 - OCIC, I - D/Pers 1 - DD/Pets- 1 - PI)/Per's/SP-RAU/IZ0I3 I - DD Pews/P C'-P 3 OP/PM ypeci-O0/Pers : bkf (1 Aug 77) 3 SECRET Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 Approved For Release 2002/05/20 CIA-RDP80-00473A006600040003-3 J u'- Y977 MEMORANDUM FOR: Deputy Director of Central Intelligence FROM . John F. Blake Deputy Director for Administration SUBJECT : Special Retirement Options 1. Action Requested: That the Director of Personnel be authorized to approve speia=1 r~t.frement options to be exercised 15 July through 30 September 1977 by those Career Services justifying their need under specific circurrstan.ces. 2. Background: On previous occasions, the Agency has offered liberalize xetlrcment options; :i.e., discontinued service retirement under the Civil Service Retirement Act and involuntary retirement under the CIA Retirement and Disability System, to individuals eligible by virtue of age and years of service. In recent times, options have been offered not across-the-board but to meet specific circumstances where individual components have expce:ct.ed to be above strength in the absence of such special options or in anticipation of a need to resolve such special problems as that of opening room for a greater inflow of young professionals. Such use of the special options has been discussed with the Civil Service Comm ,.s i.ori Within the past year and reviewed by the General Counsel as recently as 21 December 1976. The latter found it appropriate that. the Director of Personnel retain the discretion, under the proposed approval. arrangements, not to offer options more broadly than is justified by actual situations existing within the Directorates or Offices. 3. Staff Position: a. As on several past occasions, this special opportunity to retire is not justified on the basis of aggregate Agency on-duty strength pro;ecti.cxns. Ior some Directorates it is a different matter, as they are faced with ceiling reductions and. the possibility of having Approved For R ti `2Db2705/20 . C A-RDP80-00473A000600040003-3 Approved For Release 2602/05I26,? CIA-RDP86}0?473A000600040003-3 surplus personnel.. All Directorates are facing problems because of unusually low rates of attrition that have produced exhaustion of head- room, creating serious barriers to the advancement of deserving employees and that preclude the desirable rate of inflow of those officers who will be the future of this Agency. To the extent that individuals in these components and Directorates choose to retire under the special retirement options, a component is more able to hire and promote. b. There have been indications that the Directorates would like to be able to make limited offerings of the special retirement options. The Director of Personnel should serve as the review mechanism, as in past instances, to assure that proposals to offer the options at Directorate or Office levels, or within occupational or grade categories, are justified and applied' within. the context of criteria governing the offering of these options. c. Under legislative authority, the next cost-of-living adjustment of reti.rr:ement, annuities will occur on 1 September 1977. It is expected that many pcrt::nt,i_tal. retirees will time their retirements- before this date. As the end of the fiscal year is 30 September, it is proposed that the special retirement options be offered from 15 July through 30 September 1.977. 4. Rec oa~~~raenda t:i.on: '['I I,, t the Director of Personnel be authorized to offer r-om .7i%ly tli.r?oaz~;lr 30 September the special retirement options upon his review and approval of specific proposals received from the Deputy Director:, and the Choi rimaa of the Executive Career Service; which serve to resolve a problem of surplus of personnel or other serious management concerns at organ i.z rti.onal. levels or within occupations or grade categories. APPROVID/5)I SAPPROV]D : 25X1A 25X1A i - - Acti ng Deputy irect~ or of Central Intelligence Date Prior to actually implementing the program, I would like'to be made aware of the "specific proposals received from the Deputy Directors and the --'Chairman of the Executive Career Service" and, further, would like to have the paper giving me this information bear the concurrence of the GerirG1B Counsel. I would also appreciate in that paper any projections you can rn~i{ k as to the number of retirees we might expect by virtue of this exercise. Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 i' L. 97 7 T.1 4 Acting I3eputy Director for Admi iist aLiw Deputy Director for Intelligence Deputy Director for Operations Deputy Director for Science; in( Technology FROM F. W. U. Janney Director of Personnel SUBJECT Special Retirement Options 1. Attached is a recommendation that we offer the special re t:.i.remt nt options from I5 July through 30 September 1977. You will see that in approving the recomm ndation, the Acting; Deputy Director of Central Intel'#.igezxce indicated that he plans to brief the Director con cernn:ithe sp ci:i _c proposals you submit. Please note that until the Director is briefed, no announcement concerning; the offering of special retirement options should be made to employees. 2. We would appreciate receiving yout-rr p-oposals as soon as pos::; i.b1.c . I tt 't' otild also help us to have any projections you can make as to the number. of your careerists who might opt for retirement within the specific limits of the proposals you s aihmi. V.. 3. Upon rocolpt. of the specific proposals and projections, we will forward ou, n al.ysis and recommendations to the Acting Deputy Director of Central. Intelligence for his meeting with the Di.rect.or. If you have any questions con- Corning this matter, Please let us know. F. }'l. M. Janney A,-t taciln!en t Di.stx_ibution: Orig Ch, I Career Service 1 -- D/Pers 1 - Pa other adse 1 - DD/Pers 1 - A-DDCI 1 - DD/Pers/SP-RAD/ROB I T'R 1 - DD/Pcrs/PCC DD/Per b}:f (18 Jul 77) Approved For Release' 20:0,2I05/2U CIA-F P80- 473A00p6pQ040003-3 1 d..i c:]C's by .iA tvtcS e b Approved For Release 2002/05/20 CIA-RDP80-00473A000600040003-3 DD/A 77-4267 rd3 JUL iI MEMORANI)IJM FOR: Director of Personnel FROM Michael J. Malanick Acting Deputy Director for Administration SUBJECT Special Retirement Options REFERENCE Memo for Chmn, Exe Car Ser, A/DDA, DD/I, DD/0 and DD/S&T, frm D/Pers, dtd 18 July 77, same subj 1. Following is a listing by sub-group of specific proposals and projected retirements for participation in the Special Retirement Options within the Directorate of Administration. Proj. Special Sub--Group Retirements Sub-Group Proposals M 1 MG 0 MF 2/3 These Sub-Groups propose to MM 1/2 participate in the Special MZ 5 Retirement Options across the MT 6 board ML 6 MP 2 The MS Sub-Group proposes to offer the Special Retirement Options to the GS-15 grade level only. All other MS employees would be precluded from participation. The MIC Sub-Group is not in a surplus situation and, there- fore, wishes not to participate in the Special Retirement Options. Approved -FptIZeleas 2002105/ZO`: CIAi4F,tAP b'000~y(i({~ 0600040003-3 v.3 tai A. ui3_ Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 2. The projections as to the number of careerists who might opt for retirement under the Special program are based upon the specific proposals by sub-group being available through 30 September 1977. 25X1A Michael a anic Approved For Release: 105/26 :CIA -RDP80-00473A0( Q$ 40003-3 $q2' T Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 JUL l? ; J MEMORANDUM FOR: Director of Personnel SUBJECT Special Retirement Options REFERENCE Your memo, dtd 18 July 1977, same subject 1. It is requested that the special retirement options be authorized for employees of the Intelligence Directorate including those "I" Career Service personnel assigned to other components. STATINTL 2. The DCI and have made it clear that they wish to bring in. new talent on a Directorate-wide basis. I This will be difficult to do, particularly at the higher grade levels, unless we are able to offer the retirement option to those senior officers who would become eligible. 3. In addition, the December 1976 reorganization of this Directorate resaal.t(_~d in a dislocation of personnel against requirerraents which has not been alleviated through normal retirements and tat ;rition. It is anticipated that other organi.zati_onal chuxages now being considered will wors- en this problem. We believe the special retirement options will help to relieve this situation by the retirement of 20 officers. 4. It is requested, therefore, that the special re- tirement options be authorized for all personnel in the Intelligence Directorate and those "I" Careerists assigned to other components of the Agency. Deputy Director for Intelligence 25X1A Approved`'Fo 2elepse;217'O2/p5/20':'CIA DF~80-164 3k(j0,0'6'd?0040003-3 DOI C.' H N1iAL Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003- u L3 JUL iJt/ MEMORANDUM FOR: Director of Personnel FROM . William W. Wells Deputy Director for Operations SUBJECT . Special Retirement Options REFERENCE . Your memorandum for 18 July 1977, same subject 1. The Directorate for Operations would like very much to see the special retirement option put into effect until at least 30 September 1977. There are at present certain areas in the DDO with problems of excess personnel, but the greater problem lies in serious manpower reductions with which the Directorate will have to cope beginning in Fiscal Year 1978. Using past experience as a criterion there is no reason to believe that a large number of employees would elect to take early retirement, but it is in the interests of orderly management to have the advantage of any avenue that will help the Directorate to meet reduced ceilings with as few forced separations as possible,. We note that in the most recent "open season", January and February :1.976, only seven employees opted for early retirement. In June and July 1975, 41 retired under the special option; in December 1974, 33 retired, and in April through June 1974, 30 retired. 2. In addition to the need to make reductions in the Directorate's manpower, it continues to be our responsibility to make provision for the regular input of new profess tonal personnel through the Career Training Program anal other source:; so that the continuity of DDO operations and management may bo assured. Further, it has been and is Directorate policy to encourage early retirement, not only to meet the exigencies of overseas operational assignments but also to provide headroom for the advancement of junior and middle--level officers. It would help the Directorate to honor such managerial commitments if early retirement could be offered to all eligible members of the DDO Career Service. Wirriam iv. e s Approved For Relea4 ~jr0t:F I P80-00473A000600040683iY 0 25X1A 25X1A ie E./ Y .b f Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 2 6 JI U L 977 MEMORANDUM FOR: Director of Personnel SUBJECT Special Retirement Options (A/IUO) REFERENCE Memorandum from Director of Personnel dated 18 July 1977, Same subject (Pers 77-2376) 1. (A/IUO) This is to advise you that the Directorate of Science and Technology elects to offer to interested and eligible employees the opportunity to, retire under the dis- continued service provisions of the Civil Service Retirement Act and the involuntary provisions of the CIA Retirement and Disability System. 2. (A/IUO) The addition of Division D to the Directorate and the implementation of certain special programs which do not have forrnally approved ceilings have accelerated the existing downward trend in the number of vacancies in. the Directorate to an inh.i_I::b:i. t i.ngg degree. I am concerned whether sufficient attrition i s occurring to guarantee a steady influx of skilled applicants (irncl-uding minorities) to maintain the proper mix of employees within the Directorate. Now, in reviewing our current:. v;a_icancies versus personnel on duty, my concern has deepened the DDS&T's number of vacancies are practically nori-existent'. 1_ believe the situation can be eased by resorting to the option of retirement under discontinued service. 3. (A/IUO) Having said this I must advise you that the responses received from the Office Directors of the DDS&T, which were without benefit of employee input, indicate that a minimal. number of employees (10/15) would be likely to take advantage of an early retirement option even though some 300 employees are in the zone of retirement eligibility. STATINTL LESLIE C. DIRKS Deputy Director for Science and Technology Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 1 lfl;rt 1g1 o"ddB dtlin u aft d i L u ` Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 ADMINISTRATIVE-INTERNAL USE ONLY 2 8 JUL lnT? STATINTL FROM I Executive Career Service SUBJECT Special Retirement Options REFERENCE : Your memorandum to multiple addressess dated 18 July 1977; same subject 1. In response to your request the Executive Career Service at its meeting on 25 July 1977, agreed that a decision by the Acting Deputy Director or the Director to offer the Special Retirement Options to the DCI Area should be applicable to the DCI Area across the board. The DCI Area is over strength, both in 'relationship to on-duty strength with authorized ceiling and over strength at several grade levels, particularly the supergrade levels. 2. It is anticipated that some readjustment and reallocation of office st.re-n th may take place within the next several months -- further exacerbating the assignment and utilization of personnel problems. However, it is difficult to pinpoint these areas at this time and, there- fore, a DCI Area wide application of this option would be in the best interests of the Agency and the U.S. Government. STATINTL Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 dU. U? i. r .g pproved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 DD/ R9 stc File 2 8 JUL 1977 Michael J. Malanick Acting Deputy Director for Administration SUBJECT : Special Retirement Options REFERENCE . Memo for Chmn, Exe Car Ser, A/DDA, DD/I, DD/O and DD/SET, frm D/Pers, dtd 18 July 77, same subj 1. Following is a listing by sub-group of specific proposals and projected retirements for participation in the Special Retirement Options within the Directorate of Administration. Sub-Group Proj. Special Retirements Sub-Group Proposals M 1 MG 0 MF 2/3 These Sub-Groups propose to MM 1/2 participate in the Special MZ 5 Retirement Options across the MT 6 board ML 6 MP 2 The MS Sub-Group proposes to offer the Special Retirement Options to the GS-15 grade level only.. All other MS employees would be precluded-from participation The MC Sub-Group is not in a surplus situation and, there- fore, wishes not to participate in the Special Retirement Options. Approved For Release, 2002/05/2,0. ;:,CIA P0-00473A000600040003-3 JhV 1 %6; DD/A 77-4267 44 Appro8oelease 2002/05/20: C1A-RDP80-00473A000600040003-3 2. The projections as to the number of careerists who might opt for retirement under the Special program are based upon the specific proposals by sub-group being available through 30 September 1977. rw~ C n /s/ tv is ae! I ` A : Michael J. Malanick Distribution: Orig Adse - DDA subj w/ref I - DDA chrono 1 - CiLIO/DDA w/cy of ref STATINTL O/CMMMO/DDAt pao (7/27/77) Approved For Release 2002/05/20.: CIA-RDP80-00473A000600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-004 0100'60 ~C:: 7e - 7=~= d 0EC i9?6 s-- - T 7 - 2f MEMORANDUM FOR: Deputy Director of Central Intelligence FROM John F. Blake Deputy Director for Administration SUBJECT Special Retirement Options 1. Action Requested: That the Director of Personnel be authorize to approve special retirement options for those Career Services justifying their need. 2. Background: a. At various intervals since early 1970, the Agency has offered liberalized retirement options, i.e., discontinued service retirement under the Civil Service Retirement Act and. involuntary retirement under the CIA Retirement and Disability System, to individuals eligible by virtue of age and years of service. Generally, the options were offered in-the broadest sense, on an Agency-wide basis. As time passed, the options were made available only to employees in organizational com- ponents and occupational categories where a true surplus existed. The most recent offering was approved by the Director on 1 December 1975 to extend through 29 February 1976. b. In most instances these options were offered in order to assist the Agency or the Directorates to achieve ceiling levels. The most recent offering earlier this year noted, however, that based on on-duty strength projections alone, the special retirement options were not justified.. The primary justification at that time for the use of the special retirement options was that there ii as a need to resolve special problems, for example, opening room for a greater inflow of young professionals. c. The four Directorates and the E Career Service have again requested authority to offer the special retirement options in order to meet various management problems. Approved For Release 2002/05/20 CIA-RDP80-00473AO00600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 3. Staff Position: a. As was the case earlier this year, this special opportunity to retire is not justified on the basis of Agency on-duty strength projections. We believe, however, that there is a need to offer this special retirement opportunity to certain components and. categories. In particular, retirements that would flow from this offering would resolve surplus situ- ations which may exist at various grade levels. For example, some offices within the Directorates have exhausted headroom at certain grade levels which has created a serious barrier to the advancement of deserving employees. Attrition must occur both to rectify and to relieve that problem. In addition, some offices or Directorates have a severely limited capacity to hire young professionals or to fulfill their commitments to hire minorities because of limited ceiling. To the extent that individuals in those particular components choose to retire under the special retirement options, a component is able to hire and promote. In the Directorate of Operations present personnel overages, anticipated future cuts, and difficulty in achieving an acceptable manpower distribution have created- a management problem of deep concern to the DDO. The special retirement options would be of great assistance in resolving these management concerns. b. Recently, representatives of the Office of Personnel met with the Director, Bureau of Retirement and Insurance, who administers the Civil Service Retirement Act, to ensure that he would have no objection to our permitting employees to separate from the Agency under conditions which would make them eligible for discontinued service retirement under the Civil Service Retirement Act, even though the Agency or individual Directorates might not have a problem of excess personnel. The Director, B RI reaffirmed positions taken earlier that the Agency's special authorities and its surplus regulation, if used properly to resolve management concerns other than those related to personnel overages, could be used to create the basis for a Civil Service Retirement annuity. He suggested, however, that to the extent possible, this liberalized retirement option be offered on a selective basis rather than across-the-board. c. The Directorates of Intelligence, Science and Technology, Operations, and the E Career Service have requested authority to offer the special retirement options across-the- board. We have some reservation to doing this, except in the Approved Foi"Release' 2002/M/20 ' CIA-RDP80-00473A000600040003-3 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 case of the Directorate of Operations. For this reason, we bel1eve th:at the Career Services, in collaboration with the Oft ice of ;'c rsonnel, should attempt to define even more their specific need for these retirement options and strive to iden- tify speci:d s4lective categories, if possible. d. As was the case earlier this year, the Director of Personnel could serve as a review mechanism to assure that proposals to offer the options at Directorate or Office levels or within occupational or grade categories are justified and applied within the context of criteria governing the offering of these options. C. By virtue of recent legislation, the next cost- of-living adjustment of retirement annuities will occur on 1 March 1977. Thus, the offer of special retirement options should run through 28 February 1977. 4. Recommendation: That the Director of Personnel be authorize to ofer through 28 February 1977 the special retirement options upon his review of specific proposals received from the Deputy Directors and the Chairman, E Career Service, which serve to resolve a problem of surplus of personnel, or other serious management concerns. at organiza- tional levels or within occupations or grade categories. STATINTL John F. Blake Deputy Director for Adminis tration ( PROVE DISAPPROVED: is/ E. H. Knoche i;0-F;j-ty Director of Central Intelligence 21 DEG 76 Approved For R ease 2OO2/Q5/ ,0 FA RDP8b-OD473 k( 0600040003-3 CerV 4ilelligence Agency Approved For Release.2 /05/20: CIA- STATINTL I will approve this if the General Counsel agrees that we have the authority and approves the procedures and criteria for administration of the options. Notwithstanding our previous offering of such options, I simply do not want to act on the opinions of the Director, Bureau of Retirement and Insurance, CSC regarding the applicability and coverage of our special authorities. Attachment: ER 76-4295 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 - 3, [:1 I47fR?iA1 [__1 CONF1DiTIAC CLASS IE1ED,' use '1LY [] SECRET 25X . A DDCI - 25X nM"zAHV "? WIRCPUV"!? Attorney-Client/Attorne SUBJECT: (Optional) Work-Prod full Q t - FROM: - - -- - - - EXTENSION NO. Anthony A. Lapham DATE General Counsel 21 December 1976 STAT NT TO. (Officer designation, room number, and building) DATE OFFICER'S COMMENTS (Number each comment to show from whom RECEIVED FORWARDED INITIALS to whom. Draw a line across column after each comment.) A ~. DDA - Hank , We have reviewed Jack Blake's 2. memo of 7 Dec. to you proposing your approval of a program. of 3 special retirement options which $ you referred to me via Jack on 16 Dec. In our view, the propoA 4. TO is legally satisfactory and the Agency has the authority to taTATO HR the indicated action . 5. 6. 7. Ri 8. 4 0 _ 10. 11. 12. As indicated in Jack's memo, the special retirement options have been offered before in order to head off 13. projected problems with manpower ceilings, and we see no legal reason 14. why the same options cannot be offered in an effort to deal with the other personnel problems and manag - t5. meet concerns outlined in the memo. A roved For Re ease 20 2/05/20 CIA-RDP 80-00473A000600040003-3t0Ver) L .. FORM 610 S USEDI7I0 OUS [:1 SECRET ^ CONF DENTAL E] USE WILY UNCLASSIFIED 3-62 Approved For Release 2002/05/20 : CIA-RDP80-00473A000600040003-3 As I understand it, Jack is not asking for authority to offer the options on an indiscriminate or across-the-board basis: On the contrary, under the proposed arrangements, the Director of Personnel would retain the dis- cretion not to offer options more broadly than is justified by act~aSaATINTL situations existing within the Directorates or Offices. ony Lap ham Approved For Release 2002/05/20 : CIA-RDP80-00473f 00600040003-3

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