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NUMBER393
SUBJECTImplementation Procedures For Enrolling
Senior Academic and Administrative Officers
in the University of North Carolina
Optional Retirement Program
DATE January 8, 1999

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I.

Background

Administrative Memorandum Number 387 reported the Board of Governors decision that

persons occupying positions officially designated, pursuant to board policies and procedures, as

Senior Academic and Administrative Officers (SAAO) are eligible to elect enrollment in the

Optional Retirement Program (ORP). Administrative Memorandum Number 391 refined that

guidance concerning eligibility by reporting that having concurrent faculty status is not a

prerequisite to ORP enrollment of persons occupying such administrative positions. As

anticipated in Administrative Memorandum Number 391, the following guidelines should be

followed in providing ORP enrollment opportunities for two categories of incumbent employees:

A.

SPA employees who now occupy positions that were designated as SAAO by the Board

of Governors on November 13, 1998, and who elect to convert from SPA to the exempt SAAO

category.

B.

Other incumbent employees who now occupy positions previously designated by the

Board of Governors as SAAO* but who in the past were not offered an opportunity for ORP

* By action of the Board of Governors, senior officers consist of the president, vice presidents, chancellors, vice
chancellors, provosts, deans, and such other officers of equivalent rank and responsibility as may be designated by

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