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NUMBER395
SUBJECTExpedited implementation of Board of
Governors guidelines for offering Optional
Retirement Program enrollment to Senior Academic
and Administrative Officers of the University
DATE March 23, 1999

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The Board of Governors on November 13, 1998, determined that the occupantsof

administrative positions are entitled to elect enrollment in the Optional Retirement

Program (ORP) only if those positions qualify as Senior Academic and Administrative

Offices (SAAO) (see Administrative Memoranda 387 and 391). Previous actions of the

board permit ready identification of a broad array of administrative positions that do

qualify as SAAO’s under board definitions (e.g., associate and assistant vice chancellors,

associate and assistant deans). However, other components of the board definitions

(e.g., “directors of major administrative, educational, research and public service

activities”) require a case-by-case analysis to determine whether the particular position

qualifies as an SAAO and thus makes its occupant eligible for enrollment in ORP.

Concern has been expressed about whether the procedures for accomplishing such

case-by-case evaluations (normally requiring approximately 90 days) will work fast

enough to accommodate situations in which a campus has an urgent need to fill a new

or vacant administrative position that has not yet been evaluated for possible inclusion

in the SAAO cohort; and until such an evaluation has been accomplished, there may be

a serious disadvantage in the recruitment effort if a campus is not able to assure

candidates of their right to enroll in the ORP.