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Peterson Commission Report on Executive Salaries, December 12-31, 1976
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6283027
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Peterson Commission Report on Executive Salaries, December 12-31, 1976
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The original documents are located in Box 6, folder "Peterson Commission Report on Executive Salaries, December 12-31, 1976" of the White House Special Files Unit Files at the Gerald R. Ford Presidential Library. Copyright Notice The copyright law of the United States (Title 17, United States Code) governs the making of photocopies or other reproductions of copyrighted material. Gerald Ford donated to the United States of America his copyrights in all of his unpublished writings in National Archives collections. Works prepared by U.S. Government employees as part of their official duties are in the public domain. The copyrights to materials written by other individuals or organizations are presumed to remain with them. If you think any of the information displayed in the PDF is subject to a valid copyright claim, please contact the Gerald R. Ford Presidential Library. Digitized from Box 6 of the White House Special Files Unit Files at the Gerald R. Ford Presidential Library THE PRESIDENT HAS SEEN December 13, 1976 2:40 pm JTL Telephone message from Peter Peterson Mr. Lipschutz just phoned Mr. Peterson. He told him that Governor Carter, Mondale, Lance and Lipschutz met last night for an extended period on the Quadcom recommendations. Their recommendations are as follows: (1) With major efforts on their part to hold the line on wages and prices, they think it is extemely important that Carter in his new role engage in a mammoth effort to hold the line. (2) Consistent with that, they believe that Quadcom recommendation should be cut in half. Happy New Year! (3) It is not that they don't think that what Quadcom is recommen- ding is completely justified, they think the climate that needs to be set at the government level should be an example for the rest of the country. (4) On the code of public conduct the Governor is all with us on that and will want to have his own code released reasonably soon for the Executive Branch to set an example. While they believe that it should be tied together, i.e., reform and salaries, Mondale hopes we don't need to be too specific on details at this time. E. G., Mondale says that the House people don't earn many honorariums and about half of the Senate is wealthier and they count more on investment income. (I told Lipschutz that I don't agree with the concept that investment income -- particularly with public disclosure and tougher conflict of interest rules -- is the same as honoraria which is often made in the hope of getting legislative support ) (5) Lance will be in touch w/JTL to review this, which I strongly encourage. I am dying to have them get it as precise as possible. -2- (6) I told Lipschutz that I would have to think over my own reactions to this but that we much appreciated their cooperation. Reminder -- When PGP established contact, he indicated Lipschutz was to be the official channel so he (PGP) thinks this is as precise as we will get, particularly ;if it confirmed by Lance. PGP anxious to talk w/you. G THE WHITE HOUSE EYES ONLY - FOR THE PRESIDENT FROM JIM LYNN 1/15 Trudy: Nell said they had been holding this material on the Exec. Salaries in case the P. needed it. I've logged out and held for you. S. THE PAIN SEEN ... THE WHITE HOUSE WASHINGTON December 13, 1976 MEMORANDUM FOR: THE PRESIDENT FROM: MIKE DUVAL Mille SUBJECT: Follow-up on Peterson Commission Report. Attached is a letter from Pete Peterson presenting his further thoughts on his Commission's recommendations (Tab A). Max Friedersdorf's office has provided a copy of the House and Senate rules of Conduct (Tab B). Phil Buchen's office has summarized the rules of conduct applicable to the Executive Branch (Tab C). We are still waiting for a copy of the rules governing the Judiciary. Once it is in hand, I will prepare a summary chart for all three branches. Attachments TAB A Lehman Brothers Incorporated One William Street New-York,N.,N.1001 PETER G. PETERSON CHAIRMAN OF THE BOARD December 10, 1976 The President The White House Washington, D.C. 20500 Dear Mr. President: As you have requested, I have given additional thought to the manner in which the measures recommended for a Code of Public Conduct by the Commission on Executive, Legislative and Judicial Salaries can be made most effective. Most Americans can be persuaded, I believe, to have their public servants compensated for full-time work where they need not depend on outside sources of income. That is essential if Government is not to be limited to the rich, or to the young and untried, or to those willing to compromise themselves with polit- ical money. Certainly, the sordid events of the past several years render the time ripe for an initiative such as the one you are contemplating. You know far better than I, however, that if the Congress is to support this initiative and embody it in legislation, we must be sensitive to the independence of the other branches -- the Legislative branch, in particular -- and their anxiety to preserve their own prerogatives. Because of your long experi- ence, I hesitate to suggest the tactics that might help assure Congressional support. But, for what it is worth, you might give thought to the following scenario: 1. As an obvious first step, you would probably wish to meet soon with the Congressional leaders. In the course of that meeting, you could review the report of the Commission and solicit their advice as to how its recommendations could best be carried out. You might also consult with them as to the best means to assure the support of the Carter Administration both for the re- forms and the pay adjustments the report recommends. - 2 - Mr. President December 10, 1976 As one way to get a visible, tangible Congressional commitment to a timetable for specific action and to invite maximum public discussion, you might encourage the Congressional leadership to have the appropriate committees of the Congress complete public hearings on these questions as soon as possible. Since it is clearly essential that Congress feel pub- licly committed to what should be perceived as a joint initiative, you might also wish to invite the leaders to express their views to the press at the conclusion of the meeting. In this same spirit, you may want to acknowledge recent statements -- for ex- ample by Speaker O'Neill -- urging the need for a new and more rigorous Code of Ethics. I guess I am saying that a generous, bi-partisan even Bicentennial spirit may also turn out to be the most pragmatic approach. 2. Following the meeting with the Congressional leader- ship, you might hold a separate meeting with the Chief Justice and other representatives of the Judiciary. Similar public com- mitments by the Chief Justice at a press briefing immediately following such a meeting would be helpful. 3. In your State of the Union message and even in the Budget message, you might make a strong statement of the need to modernize federal compensation schedules for all three branches of the government, making clear that your proposals for adjusting those schedules are based on the assumption that Congress will also enact the reform measures required, considering the commitments you will already have received. As to the nature of the "linkage" of reform to pay increases, we under- stand it may be difficult to link the reform explicitly to the pay increase and still preserve the 30-day-option tied to your Budget message. However, you might make it clear that your support of the recommended pay increases is dependent on their enacting those reform measures and that, if the Congress does not see fit to do so, you cannot regard such pay increases as justified. Put another way, if they do not feel they can make a timely and comprehensive commitment to reform, you would certainly understand why they would not want to permit the pay increases to go through. - 3 - Mr. President December 10, 1976 4. In your conversations with the Congress, you should make clear that the Commission we have recommended to develop appropriate codes of conduct will have only powers to recommend, and that the leaders of the three coordinate branches must make the final decisions. We would presume that the Constitutional requirements for separateness of the three branches may require separate "ap- propriate authorities" to administer the new Codes of Public Conduct for the different branches. However, I would still ad- vise an outside Commission of outstanding private citizens -- such as our Caplin Task Force on Public Conduct -- to recommend precise guidelines for a new Code. My reasons include: (1) the need to maintain continuing public pressure to get first-rate Codes implemented on a timely and agreed schedule; (2) such a Commission could help insure that the overall standards of the Codes were kept uniformly high for each of the three branches and that the general principles were essentially the same -- even though the Codes might differ in the specific detail for the three branches. 5. Our proposals for reform are limited, of course, to those related to questions of compensation. It would be pre- sumptuous of us to suggest the many other areas -- such as addi- tional reform in campaign financing, or mandatory age, or seniority retirement provisions -- which might be encompassed in a larger program of reform that you might want to recommend. 6. To me, it would seem wise for you to defer judgment for now on public meetings to symbolize the commitment of the three branches to a timely implementation of new Codes of Public Conduct. 7. As a body of private citizens, we realize that our responsibilities include playing a continuing role of public education. Over the next few weeks, I trust you will be pleased to see a growing number of editorials, articles, media appearances and perhaps even an open letter addressed to you, President-elect Carter, the Congress and the Judiciary urging support of the broad recommendations of the report. We see the Commission's proposals as forming the basis for a major initiative on your part that could be long remembered with the approval of the whole American people. History might - 4 - Mr. President December 10, 1976 record no finer monument to your administration than the rejuve- nation of public trust and confidence in our political system and the people who administer it. All of us stand prepared to assist you in any way possible. With best wishes. Respectfully, Pours. Peter G. Peterson TAB B 22 RULES OF THE one additional representative of each to transmit to the officer in charge with 2. A Member, officer, or employee of press association. the settlement thereof the papers on file the House of Representatives shall ad- 3. Such portion of the gallery of the in his office relating to such claim, or here to the spirit and the letter of the House of Representatives as may be nec- may loan temporarily to an officer or Rules of the House of Representatives essary to accommodate reporters of news bureau of the executive departments any and to the rules of duly constituted com- to be disseminated by radio, television, papers on file in his office relating to any mittees thereof. and similar means of transmission, wish- matter pending before such officer or 3. A Member, officer, or employee of ing to report debates and proceedings, bureau, taking proper receipt therefor. the House of Representatives shall re- shall be set aside for their use, and rep- ceive no compensation nor shall he per- RULE XXXVIII utable reporters thus engaged shall be mit any compensation to accrue to his admitted thereto under such regulations BALLOT beneficial interest from any source, the as the Speaker may from time to time In all cases of ballot a majority of the receipt of which would occur by virtue prescribe; and the supervision of such votes given shall be necessary to an elec- or influence improperly exerted from his gallery, including the designation of its tion, and where there shall not be such position in the Congress. employees, shall be vested in the Execu- a majority on the first ballot the ballots 4. A Member, officer, or employee of tive Committee of the Radio and Tele- shall be repeated until a majority be ob- the House of Representatives shall ac- vision Correspondents' Galleries, subject tained; and in all balloting blanks shall cept no gift of substantial value, directly to the direction and control of the be rejected and not taken into the count or indirectly, from any person, organiza- Speaker; and the Speaker may admit to in enumeration of votes or reported by tion, or corporation having a direct in- the floor, under such regulations as he the tellers. terest in legislation before the Congress. may prescribe, one representative of the RULE XXXIX 5. A Member, officer, or employee of National Broadcasting Company, one MESSAGES the House of Representatives shall ac- of the Columbia Broadcasting System, Messages received from the Senate and cept no honorarium for a speech, writing one of the Mutual Broadcasting System, the President of the United States, giv- for publication, or other similar activity, and one of the American Broadcasting ing notice of bills passed or approved, from any person, organization, or cor- Company. shall be entered in the Journal and pub- poration in excess of the usual and cus- RULE XXXV lished in the Record of that day's pro- tomary value for such services. PAY OF WITNESSES ceedings. 6. A Member of the House of Repre- The rule for paying witnesses sub- RULE XL entatives shall keep his campaign funds separate from his personal funds. Unless penaed to appear before the House or EXECUTIVE COMMUNICATIONS specifically provided by law, he shall any of its committees shall be as fol- Estimates, or appropriations and all convert no campaign funds to personal lows: For each day a witness shall at- other communications from the execu- use in excess of reimbursement for legit- tend, the sum of twenty dollars; and tive departments, intended for the con- imate and verifiable prior campaign ex- actual expenses of travel in coming to or sideration of any committees of the penditures and he shall expend no funds going from the place of examination, House, shall be addressed to the Speaker, from his campaign account not attribut- not to exceed twelve cents per mile; but and by him referred as provided by clause able to bona fide campaign purposes. nothing shall be paid for travel when 2 of Rule XXIV. the witness has been summoned at the 7. A Member of the House of Repre- place of examination. RULE XLI sentatives shall treat as campaign con- tributions all proceeds from testimonial RULE XXXVI QUALIFICATIONS OF OFFICERS AND dinners or other fund raising events if EMPLOYEES PAPERS the sponsors of such affairs do not give No person shall be an officer of the clear notice in advance to the donors or 1. The clerks of the several commit- tees of the House shall, within three House, or continue in its employment, participants that the proceeds are in- days after the final adjournment of a who shall be an agent for the prosecution tended for other purposes. Congress, deliver to the Clerk of the of any claim against the Government, or 8. A Member of the House of Repre- House all bills, joint resolutions, peti- be interested in such claim otherwise sentatives shall retain no one from his tions, and other papers referred to the than as an original claimant; and it shall clerk hire allowance who does not per- committee, together with all evidence be the duty of the Committee on House form duties commensurate with the taken by such committee under the order Administration to inquire into and report compensation he receives. of the House during the said Congress to the House any violation of this rule. As used in this Code of Official Con- and not reported to the House; and in RULE XLII duct of the House of Representatives- the event of the failure or neglect of any (a) the terms "Member" and "Member clerk of a committee to comply with this GENERAL PROVISIONS of the House of Representatives" in- rule the Clerk of the House shall, within The rules of parliamentary practice clude the Resident Commissioner from three days thereafter, take into his keep- comprised in Jefferson's Manual and the Puerto Rico and each Delegate to the ing all such papers and testimony. provisions of the Legislative Reorganiza- House and (b) the term "officer or em- 2. At the close of each Congress the tion Act of 1946, as amended, shall gov- ployee of the House of Representatives" Clerk of the House shall obtain all non- ern the House in all cases to which they means any individual whose compensa- current records of the House and each are applicable, and in which they are tion is disbursed by the Clerk of the committee thereof and transfer them to not inconsistent with the standing rules House of Representatives. the General Services Administration for and orders of the House and joint rules 9. A Member, officer or employee of preservation subject to the order of the of the Senate and House of Representa- the House of Representatives shall not House. In making the transfer, the Clerk tives. discharge or refuse to hire any individ- may act jointly with the Secretary of the RULE XLIII ual or otherwise discriminate against Senate. CODE OF OFFICIAL CONDUCT any individual with respect to compen- RULE XXXVII There is hereby established by and for sation, terms, conditions, or privileges WITHDRAWAL OF PAPERS the House of Representatives the fol- of employment. because of such individ- No memorial or other paper presented lowing code of conduct, to be known as ual's race, color, religion, sex, or national to the House shall be withdrawn from the "Code of Official Conduct"; origin. see para. #10 attached its files without its leave, and if with- RULE XLIV 1. A Member, officer, or employee of drawn therefrom certified copies thereof the House of Representatives shall con- FINANCIAL DISCLOSURE shall be left in the office of the Clerk; duct himself at all times in a manner Members. officers, principal assistants but when an act may pass for the settle- which shall reflect creditably on the to Members and officers, and professional ment of a claim, the Clerk is authorized House of Representatives. staff members of committees shall not Rule XLIII Paragraph 10 added in 94th Congress 10. A Member of the House of Representatives who has been convicted by a Court of Record. for the commission of a crime for which a sentence of two or more years imprisonment may be imposed should refrain from participation in the business of each committee of which he is a member and should refrain from voting on any question at a meeting of the House, or of the Committee of the Whole House unless or until judicial or executive proceedings result in the reinstatement of the presumption of his innocence or until he is re-elected to the House after the date of such conviction. HOUSE OF REPRESENTATIVES R 23 later than April 30, 1969, and by April 30 ment) exceeding $1,000 in each instance. 2 and 3 of part A, and the amount of of each year thereafter, file with the (d) Honorariums from a single source indebtedness owed to each creditor listed Committee on Standards of Official Con- aggregating $300 or more. under paragraph 4 of part A. duct a report disclosing certain financial 4. List each creditor to whom the per- The information filed under this part interests as provided in this rule. The son reporting was indebted for a period B shall be sealed by the person filing and interest of a spouse or any other party, of ninety consecutive days or more dur- shall remain sealed unless the Commit- if constructively controlled by the person ing the preceding calendar year in an tee on Standards of Official Conduct, reporting, shall be considered to be the aggregate amount in excess of $10,000, pursuant to its investigative authority, same as the interest of the person report- excluding any indebtedness specifically determines by a vote of not less than ing. The report shall be in two parts as secured by the pledge of assets of the seven members of the committee that the follows: person reporting of appropriate value. examination of such information is es- PART A Campaign receipts shall not be in- sential in an official investigation by the 1. List the name, instrument of owner- cluded in this report. committee and promptly notifies the ship, and any position of management Information filed under part A shall Members concerned of any such determi- held in any business entity doing a sub- be maintained by the committee on nation. The committee may, by a vote stantial business with the Federal Gov- Standards of Official Conduct and made of not less than seven members of the ernment or subject to Federal regulatory available at reasonable hours to respon- committee, make public any portion of agencies, in which the ownership is in sible public inquiry, subject to such reg- the information unsealed by the commit- excess of $5,000 fair market value as of ulations as the committee may prescribe tee under the preceding sentence and the date of filing or from which income including, but not limited to, regulations which the committee deems to be in the or $1,000 or more was derived during the requiring identification by name, occu- public interest. preceding calendar year. Do not list any pation, address, and telephone number Any person required to file a report time or demand deposit in a financial in- of each person examining information under this rule who has no interests stitution, or any debt instrument having filed under part A, and the reason for covered by any of the provisions of this a fixed yield unless it is convertible to an each such inquiry. rule shall file a report, under part A only equity instrument. The committee shall promptly notify of this rule, as stating. 2. List the name, address, and type of each person required to file a report un- In any case in which a person required practice of any professional organization der this rule of each instance of an ex- to file a sealed report under part B of in which the person reporting, or his amination of his report. The committee this rule is no longer required to file such spouse, is an officer, director, or partner, shall also promptly notify a Member of a report, the committee shall return to or serves in any advisory capacity, from each examination of the reports filed by such person, or his legal representative, which income of $1,000 or more was de- his principal assistants and of each ex- all sealed reports filed by such person rived during the preceding calendar year. amination of the reports of professional under part B and remaining in the pos- 3. List the source of each of the fol- staff members of committees who are session of the committee. lowing items received during the preced- responsible to such Member. As used in this rule-(1) the term ing calendar year: (a) Any income for "Members" includes the Resident Com- PART B services rendered (other than from the missioner from Puerto Rico and each United States Government) exceeding 1. List the fair market value (as of the Delegate to the House; and (2) the $5,000. (b) Any capital gain from a date of filing) of each item listed under term "committees" includes any com- single source exceeding $5,000, other paragraph 1 of part A and the income mittee or subcommittee of the House than from the sale of a residence oc- derived therefrom during the preceding of Representatives and any joint com- cupied by the person reporting. (c) calendar year. mittee of Congress, the expenses of Reimbursement for expenditures (other 2. List the amount of income derived which are paid from the contingent fund than from the United States Govern- from each item listed under paragraphs of the House of Representatives. STANDING ORDERS OF THE SENATE [79.5] he of the contingent fund of the Senate for the expenses of the en, Commission the sum of $15,000 each fiscal year, to be dis- en- bursed by the Secretary of the Senate on vouchers signed ies by the Chairman or Vice Chairman of the Commission: the Provided, That no payment shall be made from such appro- gs, priation as salary. (S. Jour. 836, 90-2, Oct. 1, 1968. the COMMISSION ON ART AND ANTIQUITIES OF THE UNITED STATES [79.5] SENATE-ADDITIONAL AUTHORITY the and Resolved, That (a) the Commission on Art and Antiquities ion of the United States Senate, in addition to any authority ber- conferred upon it by Senate Resolution 382, Ninetieth ical Congress, agreed to October 1, 1968, is authorized to ac- be- quire any work of art, historical object, document or ma- 1 as terial relating to historical matters, or exhibit for placement ion, or exhibition in the Senate wing of the Capitol, the Senate bitol Office Buildings, or in rooms, spaces, or corridors thereof. (b) This resolution shall be effective as of March 1, 1971. the [S. Jour. 232-233, 92-1, Apr. 1, 1971. r on STANDARDS OF CONDUCT FOR MEMBERS OF THE SENATE AND [79.6] ofar OFFICERS AND EMPLOYEES OF THE SENATE pitol Resolved, It is declared to be the policy of the Senate that- it at (a) The ideal concept of public office, expressed by the ent a words, "A public office is a public trust", signifies that the cur- officer has been entrusted with public power by the people; enate that the officer holds this power in trust to be used only for tion, their benefit and never for the benefit of himself or of a few; story. and that the officer must never conduct his own affairs so as d out to infringe on the public interest. All official conduct of 121 37-195 O 75 9 [79.7] STANDING ORDERS OF THE SENATE Members of the Senate should be guided by this paramount Ar concept of public office. the (b) These rules, as the written expression of certain standards of conduct, complement the body of unwritten but generally accepted standards that continue to apply to the Senate. SEC. 2. The Standing Rules of the Senate are amended by adding at the end thereof the following new rules: * (1) * * * [S. Jour. 247, 90-2, Mar. 22, 1968. DE [79.7] APPOINTMENT FOR THE SENATE OF PAGES, ELEVATOR OPERA- : TORS, POST OFFICE EMPLOYEES, OR CAPITOL POLICEMEN 1 WITHOUT DISCRIMINATION ON ACCOUNT OF SEX I Resolved, That no individual shall be denied appointment 1 as a Senate page, elevator operator, or post office employee, or as a Capitol policeman whose compensation is disbursed by the Secretary of the Senate, solely on the basis of sex. In the case of Senate pages, however, until such time as the fireproof building containing dormitory and classroom facilities, as authorized by section 492 of the Legislative Reorganization Act of 1970, is constructed and the pages are living under appropriate supervision in such building, the Sergeant at Arms of the Senate shall promulgate and have in effect regulations for the appointment of pages of the Senate requiring that no female page shall be appointed by a Senator until the Senator files with the Sergeant at 1 This resolution added four new rules to the Standing Rules of the Senate, which are S numbered XLI, XLII, XLIII, and XLIV and are found as Senate Manual sections [41], [42], [43], and [44]. respectively. Sen to i 122 STANDING RULES OF THE SENATE [40] during the except original treaties transmitted to the Senate by the d upon at President of the United States, and finally acted upon by de to the the Senate, shall be delivered from the office of the Secretary adjourn or without an order of the Senate for that purpose. ominations RULE XL [40] of taking the Secre- SUSPENSION AND AMENDMENT OF THE RULES considered No motion to suspend, modify, or amend any rule, or te by the any part thereof, shall be in order, except on one day's notice in writing, specifying precisely the rule or part pro- posed to be suspended, modified, or amended, and the the printer purpose thereof. Any rule may be suspended without the proceed- ons recalled, notice by the unanimous consent of the Senate, except as 1885.) otherwise provided in clause 1, Rule XII. RULE XLI 1 [41] rters with a ay on which OUTSIDE BUSINESS OR PROFESSIONAL ACTIVITY OR EMPLOY- d rejections. MENT BY OFFICERS OR EMPLOYEES 1. No officer or employee whose salary is paid by the [41.1] to the public d on the day Senate may engage in any business or professional activity 3 ordered by or employment for compensation unless- , 2, 1894.) (a) the activity or employment is not inconsistent nor in conflict with the conscientious performance of his official duties; and ECORDS OF (b) he has reported in writing when this rule takes effect or when his office or employment starts and on m time to the 15th day of May in each year thereafter the nature ript of the of any personal service activity or employment to his er extract supervisor. The supervisor shall then, in the discharge the Secre- 1 S. Jour. 247, 90-2, Mar. 22, 1968. no paper, 65 [41.2] STANDING RULES OF THE SENATE of his duties, take such action as he considers necessary Majori for the avoidance of conflict of interest or interference and with duties to the Senate. (i) tl [41.2] 2. For the purpose of this rule- Secreta (a) a Senator or the Vice President is the supervisor Minori of his administrative, clerical, or other assistants; 3. This ri (b) a Senator who is the chairman of a committee is the supervisor of the professional, clerical, or other assistants to the committee except that minority staff members shall be under the supervision of the ranking 1. A Sen minority Senator on the committee; made know (c) a Senator who is a chairman of a subcommittee or who has which has its own staff and financial authorization is the tion, or on supervisor of the professional, clerical, or other assistants or petition to the subcommittee except that minority staff members directly or shall be under the supervision of the ranking minority nomination Senator on the subcommittee; of United S (d) the President pro tempore is the supervisor of the (a) a Secretary of the Senate, Sergeant at Arms and Door- in his } keeper, the Chaplain, and the employees of the Office of the Legislative Counsel; fui (e) the Secretary of the Senate is the supervisor of we the employees of his office; (f) the Sergeant at Arms and Doorkeeper is the ing supervisor of the employees of his office; fur (g) the Majority and Minority Leaders and the Ma- (b) : jority and Minority Whips are the supervisors of the Senato research, clerical, or other assistants assigned to their the so respective offices; receive (h) the Majority Leader is the supervisor of the 1 8. Jour. 247, 90 Secretary for the Majority. The Secretary for the 66 STANDING RULES OF THE SENATE [41.3] lecessary Majority is the supervisor of the employees of his office; erference and (i) the Minority Leader is the supervisor of the Secretary for the Minority. The Secretary for the ipervisor Minority is the supervisor of the employees of his office. 3. This rule shall take effect ninety days after adoption. [41.3] mmittee RULE XLII 1 [42] or other staff CONTRIBUTIONS ranking 1. A Senator or person who has declared or otherwise [42.1] made known his intention to seek nomination or election, ommittee or who has filed papers or petitions for nomination or elec- is the tion, or on whose behalf a declaration or nominating paper assistants or petition has been made or filed, or who has otherwise, members directly or indirectly, manifested his intention to seek minority nomination or election, pursuant to State law, to the office of United States Senator, may accept a contribution from- of the (a) a fundraising event organized and held primarily Door- in his behalf, provided- Office of (1) he has expressly given his approval of the fundraising event to the sponsors before any funds ervisor of were raised; and (2) he receives a complete and accurate account- is the ing of the source, amounts, and disposition of the funds raised; or the Ma- (b) an individual or an organization, provided the of the Senator makes a complete and accurate accounting of to their the source, amount, and disposition of the funds received; or of the 1 S. Jour. 247, 90-2, Mar. 22, 1968. for the 67 [42.2] STANDING RULES OF THE SENATE (c) his political party when such contributions were from a fundraising event sponsored by his party, POLI without giving his express approval for such fund- 1. I raising event when such fundraising event is for the Senate purpose of providing contributions for candidates of any ft his party and such contributions are reported by the tion f Senator or candidate for Senator as provided in Memt paragraph (b). prohit [42.2] 2. The Senator may use the contribution only to influence who h his nomination for election, or his election, and shall not use, the fu directly or indirectly, any part of any contribution for any and w other purpose, except as otherwise provided herein. annun [42.3] 3. Nothing in this rule shall preclude the use of contri- filed " butions to defray expenses for travel to and from each Senate Senator's home State; for printing and other expenses in inspec connection with the mailing of speeches, newsletters, and 2. J reports to a Senator's constituents; for expenses of radio, television, and news media methods of reporting to a Senator's constituents; for telephone, telegraph, postage, and stationery expenses in excess of allowance; and for newspaper subscriptions from his home State. 1. E [42.4] 4. All gifts in the aggregate amount or value of $50 or made more received by a Senator from any single source during a who h year, except a gift from his spouse, child, or parent, and or on except a contribution under sections 1 and 2, shall be reported petitic under rule XLIV. or ind 5. This rule shall take effect ninety days after adoption. or ele [42.5] States who i: '8. Jou 68 STANDING RULES OF THE SENATE [43] were RULE XLIII 1 [43] party, POLITICAL FUND ACTIVITY BY OFFICERS AND EMPLOYEES fund- 1. No officer or employee whose salary is paid by the [43.1] or the Senate may receive, solicit, be the custodian of, or distribute of any funds in connection with any campaign for the nomina- by the tion for election, or the election of any individual to be a in Member of the Senate or to any other Federal office. This prohibition does not apply to any assistant to a Senator fluence who has been designated by that Senator to perform any of use, the functions described in the first sentence of this paragraph for any and who is compensated at a rate in excess of $10,000 per annum if such designation has been made in writing and contri- filed with the Secretary of the Senate. The Secretary of the each Senate shall make the designation available for public in inspection. and 2. This rule shall take effect sixty days after adoption. [43.2] radio, to a RULE XLIV 1 [44] and DISCLOSURE OF FINANCIAL INTERESTS vspaper 1. Each Senator or person who has declared or otherwise [44.1] $50 or made known his intention to seek nomination or election, or uring a who has filed papers or petitions for nomination or election, and or on whose behalf a declaration or nominating paper or eported petition has been made or filed, or who has otherwise, directly or indirectly, manifested his intention to seek nomination ption. or election, pursuant to State law, to the office of United States Senator, and each officer or employee of the Senate who is compensated at a rate in excess of $15,000 a year, 18. Jour. 247, 90-2, Mar. 22, 1968. 69 [44.1] STANDING RULES OF THE SENATE shall file with the Comptroller General of the United States, in a sealed envelope marked "Confidential Personal Financial Disclosure of (Name) ", before the 15th day of May in each year, the following reports of his personal financial interests: (a) a copy of the returns of taxes, declarations, state- ments, or other documents which he, or he and his spouse jointly, made for the preceding year in compliance with the income tax provisions of the Internal Revenue Code; (b) the amount or value and source of each fee or com- pensation of $1,000 or more received by him during the fil preceding year from a client; tr (c) the name and address of each business or profes- ke sional corporation, firm, or enterprise in which he was Se an officer, director, partner, proprietor, or employee who re received compensation during the preceding year and tr the amount of such compensation; an (d) the identity of each interest in real or personal G property having a value of $10,000 or more which he ta owned at any time during the preceding year; re (e) the identity of each trust or other fiduciary rela- be tion in which he held a beneficial interest having a value ad of $10,000 or more, and the identity if known of each an interest of the trust or other fiduciary relation in real or by personal property in which the Senator, officer, or co employee held a beneficial interest having a value of CO $10,000 or more, at any time during the preceding year. th co 70 STANDING RULES OF THE SENATE [44.2] tates, If he cannot obtain the identity of the fiduciary interests, ancial the Senator, officer, or employee shall request the fiduciary to report that information to the Comptroller the General in the same manner that reports are filed under his this rule; of (f) the identity of each liability of $5,000 or more owed by him, or by him and his spouse jointly, at any state- time during the preceding year; and pouse (g) the source and value of all gifts in the aggregate with amount or value of $50 or more from any single source Code; received by him during the preceding year. com- 2. Except as otherwise provided by this section, all papers [44.2] the filed under section 1 of this rule shall be kept by the Comp- troller General for not less than seven years, and while SO profes- kept shall remain sealed. Upon receipt of a resolution of the was Select Committee on Standards and Conduct, adopted by a who recorded majority vote of the full committee, requesting the and transmission to the committee of any of the reports filed by any individual under section 1 of this rule, the Comptroller ersonal General shall transmit to the committee the envelopes con- he taining such reports. Within a reasonable time after such recorded vote has been taken, the individual concerned shall rela- be informed of the vote to examine and audit, and shall be value advised of the nature and scope of such examination. When of each any sealed envelope containing any such report is received real or by the committee, such envelope may be opened and the or contents thereof may be examined only by members of the of committee in executive session. If, upon such examination, year. the committee determines that further consideration by the committee is warranted and is within the jurisdiction of the 71 [44.3] STANDING RULES OF THE SENATE committee, it may make the contents of any such envelope available for any use by any member of the committee, or any member of the staff of the committee, which is required for the discharge of his official duties. The committee may receive the papers as evidence, after giving to the individual concerned due notice and opportunity for hearing in a closed session. The Comptroller General shall report to the Select Committee on Standards and Conduct not later than the 1st day of June in each year the names of Senators, officers, and employees who have filed a report. Any paper which has been filed with the Comptroller General for longer than seven years, in accordance with the provisions of this section, shall be returned to the individual concerned or his legal representative. In the event of the death or termination of service of a Member of the Senate, an officer or employee, such papers shall be returned unopened to such individual, or to the surviving spouse or legal representative of such individual within one year of such death or termination of service. [44.3] 3. Each Senator or person who has declared or other- wise made known his intention to seek nomination or elec- tion, or who has filed papers or petitions for nomination or election, or on whose behalf a declaration or nominating paper or petition has been made or filed, or who has otherwise, di- rectly or indirectly, manifested his intention to seek nomina- tion or election, pursuant to State law, to the office of United States Senator, and each officer or employee of the Senate who is compensated at a rate in excess of $15,000 a year, shall file with the Secretary of the Senate, before the 15th day of May in each year, the following reports of his personal financial interests: 72 STANDING RULES OF THE SENATE [44.4] (a) the accounting required by rule XLII for all contributions received by him during the preceding year, except that contributions in the aggregate amount or value of less than $50 received from any single source during the reporting period may be totaled without further itemization; and (b) the amount or value and source of each hono- the rarium of $300 or more received by him during the pre- ceding year. 4. All papers filed under section 3 of this rule shall be kept [44.4] by the Secretary of the Senate for not less than three years and shall be made available promptly for public inspection and copying. of 5. This rule shall take effect on July 1, 1968. No reports [44.5] yee, shall be filed for any period before office or employment was lual, held with the Senate, or during a period of office or employ- such ment with the Senate of less than ninety days in a year; except that the Senator, or officer or employee of the Senate, may file a copy of the return of taxes for the year 1968, or ther- a report of substantially equivalent information for only the elec- effective part of the year 1968. or paper di- mina- United who file May nancial 73 37-195 O 75 5 TAB C STANDARDS OF CONDUCT APPLICABLE TO THE EXECUTIVE BRANCH Certain legal requirements governing the standards of conduct and potential conflicts of interest are applicable to each member of the Executive Branch. Additionally, all employees paid at a level equivalent to GS 13 and above, including consultants, are required to complete and file certain forms calling for employment and financial information. (a) Authorities. Each officer and employee of the Executive Branch is subject to regulations promulgated by his agency under the authority of Executive Order 11222 (May 8, 1965) governing his or her conduct. Additionally, certain types of conduct are proscribed by the federal conflict of interest statute (18 U.S.C. 201 et seq.). (b) Conflicts in General. A "conflict of interest" refers to any situation in which a government official has an actual or apparent personal interest in the outcome of a matter which he or she is in a position to influence through decision, recommendation, advice or other formal or informal action. A violation of law does not require an intent to favor one's personal interest, and cannot be overcome by a showing of the absence of such an intent. Participation, by itself, in a matter in which one has an interest is unlawful. (c) Other Constraints. Set forth below are a number of illustrations of prohibitive conduct: Regulatory Agencies. Executive Branch personnel are generally prohibited from making contacts with regulatory agencies regarding matters under adjudication or within the rule- making process. Moreover, any contact with such agencies normally requires clearance by an official at the policy-making level. -2- Lobbying. If carried on with appropriated funds, lobbying is expressly prohibited by law. Political Activity. Political activity by Executive Branch personnel is subject to numerous criminal and civil restrictions. Misuse of Information. Disclosure of classified or other confidential information is, of course, prohibited. Additionally, Executive Branch personnel must avoid the fact or appearance of using information obtained in the course of one's official duties for private gain. Gifts. Receipt of gifts, payment of travel, lodging, entertainment and other expenses, or receipt of speaking honoraria are generally prohibited. Appearance of Impropriety. Executive Branch personnel are directed to be ever sensitive to avoid the appearance of acting on behalf of some private interest or of a conflict or other impropriety which can be fully as damaging as the real thing. (d) Objectives. As a general statement, it might be said that the statutes and regulations which are applicable to personnel within the Executive Branch are directed to insure the achievement of the following objectives: The fair, impartial and equal treatment of those dealing with the government; The assurance that government decisions will not be influenced by an employee's private interests; The maintenance of public confidence in the integrity of government operations; The prevention of use of public office for private gain; and The prevention of any impediment to the efficiency and economy of government business. THE WHITE HOUSE WASHINGTON December 13, 1976 MEMORANDUM FOR: THE PRESIDENT FROM: MIKE DUVAL Wille SUBJECT: Follow-up on Peterson Commission Report. Attached is a letter from Pete Peterson presenting his further thoughts on his Commission's recommendations (Tab A). Max Friedersdorf's office has provided a copy of the House and Senate rules of Conduct (Tab B). Phil Buchen's office has summarized the rules of conduct applicable to the Executive Branch (Tab C). We are still waiting for a copy of the rules governing the Judiciary. Once it is in hand, I will prepare a summary chart for all three branches. Attachments LehmanBrothers Incorporated One Milliam Street New-York,N.,N.1001 PETER G. PETERSON CHAIRMAN OF THE BOARD December 10, 1976 The President The White House Washington, D.C. 20500 Dear Mr. President: As you have requested, I have given additional thought to the manner in which the measures recommended for a Code of Public Conduct by the Commission on Executive, Legislative and Judicial Salaries can be made most effective. Most Americans can be persuaded, I believe, to have their public servants compensated for full-time work where they need not depend on outside sources of income. That is essential if Government is not to be limited to the rich, or to the young and untried, or to those willing to compromise themselves with polit- ical money. Certainly, the sordid events of the past several years render the time ripe for an initiative such as the one you are contemplating. You know far better than I, however, that if the Congress is to support this initiative and embody it in legislation, we must be sensitive to the independence of the other branches -- the Legislative branch, in particular -- and their anxiety to preserve their own prerogatives. Because of your long experi- ence, I hesitate to suggest the tactics that might help assure Congressional support. But, for what it is worth, you might give thought to the following scenario: 1. As an obvious first step, you would probably wish to meet soon with the Congressional leaders. In the course of that meeting, you could review the report of the Commission and solicit their advice as to how its recommendations could best be carried out. You might also consult with them as to the best means to assure the support of the Carter Administration both for the re- forms and the pay adjustments the report recommends. THE WHITE HOUSE WASHINGTON December 13, 1976 MEMORANDUM FOR: THE PRESIDENT FROM: MIKE DUVAL Wille SUBJECT: Follow-up on Peterson Commission Report. Attached is a letter from Pete Peterson presenting his further thoughts on his Commission's recommendations (Tab A). Max Friedersdorf's office has provided a copy of the House and Senate rules of Conduct (Tab B). Phil Buchen's office has summarized the rules of conduct applicable to the Executive Branch (Tab C). We are still waiting for a copy of the rules governing the Judiciary. Once it is in hand, I will prepare a summary chart for all three branches. Attachments Lehman Brothers Incorporated One Milliam Street New-York.,N.10001 PETER G. PETERSON CHAIRMAN OF THE BOARD December 10, 1976 The President The White House Washington, D.C. 20500 Dear Mr. President: As you have requested, I have given additional thought to the manner in which the measures recommended for a Code of Public Conduct by the Commission on Executive, Legislative and Judicial Salaries can be made most effective. Most Americans can be persuaded, I believe, to have their public servants compensated for full-time work where they need not depend on outside sources of income. That is essential if Government is not to be limited to the rich, or to the young and untried, or to those willing to compromise themselves with polit- ical money. Certainly, the sordid events of the past several years render the time ripe for an initiative such as the one you are contemplating. You know far better than I, however, that if the Congress is to support this initiative and embody it in legislation, we must be sensitive to the independence of the other branches -- the Legislative branch, in particular -- and their anxiety to preserve their own prerogatives. Because of your long experi- ence, I hesitate to suggest the tactics that might help assure Congressional support. But, for what it is worth, you might give thought to the following scenario: 1. As an obvious first step, you would probably wish to meet soon with the Congressional leaders. In the course of that meeting, you could review the report of the Commission and solicit their advice as to how its recommendations could best be carried out. You might also consult with them as to the best means to assure the support of the Carter Administration both for the re- forms and the pay adjustments the report recommends. - 2 - Mr. President December 10, 1976 As one way to get a visible, tangible Congressional commitment to a timetable for specific action and to invite maximum public discussion, you might encourage the Congressional leadership to have the appropriate committees of the Congress complete public hearings on these questions as soon as possible. Since it is clearly essential that Congress feel pub- licly committed to what should be perceived as a joint initiative, you might also wish to invite the leaders to express their views to the press at the conclusion of the meeting. In this same spirit, you may want to acknowledge recent statements -- for ex- ample by Speaker O'Neill -- urging the need for a new and more rigorous Code of Ethics. I guess I am saying that a generous, bi-partisan even Bicentennial spirit may also turn out to be the most pragmatic approach. 2. Following the meeting with the Congressional leader- ship, you might hold a separate meeting with the Chief Justice and other representatives of the Judiciary. Similar public com- mitments by the Chief Justice at a press briefing immediately following such a meeting would be helpful. 3. In your State of the Union message and even in the Budget message, you might make a strong statement of the need to modernize federal compensation schedules for all three branches of the government, making clear that your proposals for adjusting those schedules are based on the assumption that Congress will also enact the reform measures required, considering the commitments you will already have received. As to the nature of the "linkage" of reform to pay increases, we under- stand it may be difficult to link the reform explicitly to the pay increase and still preserve the 30-day-option tied to your Budget message. However, you might make it clear that your support of the recommended pay increases is dependent on their enacting those reform measures and that, if the Congress does not see fit to do so, you cannot regard such pay increases as justified. Put another way, if they do not feel they can make a timely and comprehensive commitment to reform, you would certainly understand why they would not want to permit the pay increases to go through. - 3 - Mr. President December 10, 1976 4. In your conversations with the Congress, you should make clear that the Commission we have recommended to develop appropriate codes of conduct will have only powers to recommend, and that the leaders of the three coordinate branches must make the final decisions. We would presume that the Constitutional requirements for separateness of the three branches may require separate "ap- propriate authorities" to administer the new Codes of Public Conduct for the different branches. However, I would still ad- vise an outside Commission of outstanding private citizens -- such as our Caplin Task Force on Public Conduct -- to recommend precise guidelines for a new Code. My reasons include: (1) the need to maintain continuing public pressure to get first-rate Codes implemented on a timely and agreed schedule; (2) such a Commission could help insure that the overall standards of the Codes were kept uniformly high for each of the three branches and that the general principles were essentially the same -- even though the Codes might differ in the specific detail for the three branches. 5. Our proposals for reform are limited, of course, to those related to questions of compensation. It would be pre- sumptuous of us to suggest the many other areas -- such as addi- tional reform in campaign financing, or mandatory age, or seniority retirement provisions -- which might be encompassed in a larger program of reform that you might want to recommend. 6. To me, it would seem wise for you to defer judgment for now on public meetings to symbolize the commitment of the three branches to a timely implementation of new Codes of Public Conduct. 7. As a body of private citizens, we realize that our responsibilities include playing a continuing role of public education. Over the next few weeks, I trust you will be pleased to see a growing number of editorials, articles, media appearances and perhaps even an open letter addressed to you, President-elect Carter, the Congress and the Judiciary urging support of the broad recommendations of the report. We see the Commission's proposals as forming the basis for a major initiative on your part that could be long remembered with the approval of the whole American people. History might - 4 - Mr. President December 10, 1976 record no finer monument to your administration than the rejuve- nation of public trust and confidence in our political system and the people who administer it. All of us stand prepared to assist you in any way possible. With best wishes. Respectfully, Per Paun Peter G. Peterson 22 RULES OF THE one additional representative of each to transmit to the officer in charge with 2. A Member, officer, or employee of press association. the settlement thereof the papers on file the House of Representatives shall ad- 3. Such portion of the gallery of the in his office relating to such claim, or here to the spirit and the letter of the House of Representatives as may be nec- may loan temporarily to an officer or Rules of the House of Representatives essary to accommodate reporters of news bureau of the executive departments any and to the rules of duly constituted com- to be disseminated by radio, television, papers on file in his office relating to any mittees thereof. and similar means of transmission, wish- matter pending before such officer or 3. A Member, officer, or employee of ing to report debates and proceedings, bureau, taking proper receipt therefor. the House of Representatives shall re- shall be set aside for their use, and rep- ceive no compensation nor shall he per- RULE XXXVIII utable reporters thus engaged shall be mit any compensation to accrue to his admitted thereto under such regulations BALLOT beneficial interest from any source, the as the Speaker may from time to time In all cases of ballot a majority of the receipt of which would occur by virtue prescribe: and the supervision of such votes given shall be necessary to an elec- or influence improperly exerted from his gallery. including the designation of its tion, and where there shall not be such position in the Congress. employees, shall be vested in the Execu- a majority on the first ballot the ballots 4. A Member, officer, or employee of tive Committee of the Radio and Tele- shall be repeated until a majority be ob- the House of Representatives shall ac- vision Correspondents' Galleries, subject tained; and in all balloting blanks shall cept no gift of substantial value, directly to the direction and control of the be rejected and not taken into the count or indirectly, from any person, organiza- Speaker: and the Speaker may admit to in enumeration of votes or reported by tion, or corporation having a direct in- the floor, under such regulations as he the tellers. terest in legislation before the Congress. may prescribe, one representative of the RULE XXXIX 5. A Member, officer, or employee of National Broadcasting Company, one MESSAGES the House of Representatives shall ac- of the Columbia Broadcasting System. Messages received from the Senate and cept no honorarium for a speech, writing one of the Mutual Broadcasting System. the President of the United States, giv- for publication, or other similar activity, and one of the American Broadcasting ing notice of bills passed or approved, from any person, organization, or cor- Company. shall be entered in the Journal and pub- poration in excess of the usual and cus- RULE XXXV lished in the Record of that day's pro- tomary value for such services. ceedings. 6. A Member of the House of Repre- PAY OF WITNESSES The rule for paying witnesses sub- RULE XL entatives shall keep his campaign funds separate from his personal funds. Unless penaed to appear before the House or EXECUTIVE COMMUNICATIONS specifically provided by law. he shall any of its committees shall be as fol- Estimates, or appropriations and all convert no campaign funds to personal lows: For each day a witness shall at- other communications from the execu- use in excess of reimbursement for legit- tend, the sum of twenty dollars; and tive departments, intended for the con- imate and verifiable prior campaign ex- actual expenses of travel in coming to or sideration of any committees of the penditures and he shall expend no funds going from the place of examination, House, shall be addressed to the Speaker, from his campaign account not attribut- not to exceed twelve cents per mile; but and by him referred as provided by clause able to bona fide campaign purposes. nothing shall be paid for travel when 2 of Rule XXIV. 7. A Member of the House of Repre- the witness has been summoned at the place of examination. RULE XLI sentatives shall treat as campaign con- tributions all proceeds from testimonial RULE XXXVI QUALIFICATIONS OF OFFICERS AND dinners or other fund raising events if EMPLOYEES PAPERS the sponsors of such affairs do not give No person shall be an officer of the clear notice in advance to the donors or 1. The clerks of the several commit- tees of the House shall, within three House, or continue in its employment, participants that the proceeds are in- days after the final adjournment of a who shall be an agent for the prosecution tended for other purposes. Congress, deliver to the Clerk of the of any claim against the Government, or 8. A Member of the House of Repre- House all bills, joint resolutions, peti- be interested in such claim otherwise sentatives shall retain no one from his tions, and other papers referred to the than as an original claimant; and it shall clerk hire allowance who does not per- committee, together with all evidence be the duty of the Committee on House form duties commensurate with the taken by such committee under the order Administration to inquire into and report compensation he receives. of the House during the said Congress to the House any violation of this rule. As used in this Code of Official Con- and not reported to the House; and in RULE XLII duct of the House of Representatives- the event of the failure or neglect of any (a) the terms "Member" and "Member clerk of a committee to comply with this GENERAL PROVISIONS of the House of Representatives" in- rule the Clerk of the House shall. within The rules of parliamentary practice clude the Resident Commissioner from three days thereafter. take into his keep- comprised in Jefferson's Manual and the Puerto Rico and each Delegate to the ing all such papers and testimony. provisions of the Legislative Reorganiza- House and (b) the term "officer or em- 2. At the close of each Congress the tion Act of 1946. as amended. shall gov- ployee of the House of Representatives" Clerk of the House shall obtain all non- ern the House in all cases to which they means any individual whose compensa- current records of the House and each are applicable, and in which they are tion is disbursed by the Clerk of the committee thereof and transfer them to not inconsistent with the standing rules House of Representatives. the General Services Administration for and orders of the House and joint rules 9. A Member, officer or employee of preservation subject to the order of the of the Senate and House of Representa- the House of Representatives shall not House. In making the transfer. the Clerk tives. discharge or refuse to hire any individ- may act jointly with the Secretary of the RULE XLIII ual or otherwise discriminate against Senate. CODE OF OFFICIAL CONDUCT any individual with respect to compen- RULE XXXVII There is hereby established by and for sation, terms. conditions. or privileges WITHDRAWAL OF PAPERS the House of Representatives the foi- of employment. because of such individ- No memorial or other paper presented ual's race. color. religion, sex, or national lowing code of conduct. to be known as to the House shall be withdrawn from origin. see para. #10 attached the "Code of Official Conduct"; its files without its leave, and if with- RULE XLIV 1. A Member. officer. or employee of drawn therefrom certified copies thereof the House of Representatives shall con- FINANCIAL DISCLOSURE shall be left in the office of the Clerk; duct hiniself at all times in a manner Members. officers. principal assistants but when an act may pass for the settle- which shall reflect creditably on the to Members and officers. and professional ment of a claim, the Clerk is authorized House of Representatives. staff members of committees shall not HOUSE OF REPRESENTATIVES R 23 later than April 30, 1069. and by April 30 ment) exceeding $1,000 in each instance. 2 and 3 of part A. and the amount of of each year thereafter, file with the (d) Honorariums from a single source indebtedness owed to each creditor listed Committee on Standards of Official Con- aggregating $300 or more. under paragraph 4 of part A. duct a report disclosing certain financial 4. List each creditor to whom the per- The information filed under this part interests as provided in this rule. The son reporting was indebted for a period E shall be sealed by the person filing and interest of a spouse or any other party, of ninety consecutive days or more dur- shall remain sealed unless the Commit- if constructively controlled by the person ing the preceding calendar year in an tee on Standards of Official Conduct. reporting. shall be considered to be the aggregate amount in excess of $10,000, pursuant to its investigative authority, same as the interest of the person report- excluding any indebtedness specifically determines by a vote of not less than ing. The report shall be in two parts as secured by the pledge of assets of the seven members of the committee that the follows: person reporting of appropriate value. examination of such information is es- PART A Campaign receipts shall not be in- sential in an official investigation by the 1. List the name, instrument of owner- cluded in this report. committee and promptly notifies the ship, and any position of management Information filed under part A shall Members concerned of any such determi- held in any business entity doing a sub- be maintained by the committee on nation. The committee may, by a vote stantial business with the Federal Gov- Standards of Official Conduct and made of not less than seven members of the ernment or subject to Federal regulatory available at reasonable hours to respon- committee, make public any portion of agencies. in which the ownership is in sible public inquiry, subject to such reg- the information unsealed by the commit- excess of $5,000 fair market value as of ulations as the committee may prescribe tee under the preceding sentence and the date of filing or from which income including, but not limited to, regulations which the committee deems to be in the or $1,000 or more was derived during the requiring identification by name, occu- public interest. preceding calendar year. Do not list any pation, address, and telephone number Any person required to file a report time or demand deposit in a financial in- of each person examining information under this rule who has no interests stitution. or any debt instrument having filed under part A, and the reason for covered by any of the provisions of this a fixed yield unless it is convertible to an each such inquiry. rule shall file a report, under part A only equity instrument. The committee shall promptly notify of this rule, as stating. 2. List the name. address, and type of each person required to file a report un- In any case in which a person required practice of any professional organization der this rule of each instance of an ex- to file a sealed report under part B of in which the person reporting, or his amination of his report. The committee this rule is no longer required to file such spouse. is an officer, director, or partner, shall also promptly notify a Member of a report, the committee shall return to or serves in any advisory capacity, from each examination of the reports filed by such person, or his legal representative, which income of $1,000 or more was de- his principal assistants and of each ex- all sealed reports filed by such person rived during the preceding calendar year. amination of the reports of professional under part B and remaining in the pos- 3. List the source of each of the fol- staff members of committees who are session of the committee. lowing items received during the preced- responsible to such Member. As used in this rule-(1) the term ing calendar year: (a) Any income for "Members" includes the Resident Com- PART B services rendered (other than from the missioner from Puerto Rico and each United States Government) exceeding 1. List thefair market value (as of the Delegate to the House; and (2) the $5,000. (b) Any capital gain from a date of filing) of each item listed under term "committees" includes any com- single source exceeding $5,000, other paragraph 1 of part A and the income mittee or subcommittee of the House than from the sale of a residence OC- derived therefrom during the preceding of Representatives and any joint com- cupied by the person reporting. (c) calendar year. mittee of Congress, the expenses of Reimbursement for expenditures (other 2. List the amount of income derived which are paid from the contingent fund than from the United States Govern- from each item listed under paragraphs of the House of Representatives. Rule XLIII Paragraph 10 added in 94th Congress 10. A Member of the House of Representatives who has been convicted by a Court of Record for the commission of a crime for which a sentence of two or more years imprisonment may be imposed should refrain from participation in the business of each committee of which he is a member and should refrain from voting on any question at a meeting of the House, or of the Committee of the Whole House unless or until judicial or executive proceedings result in the reinstatement of the presumption of his innocence or until he is re-elected to the House after the date of such conviction. STANDING ORDERS OF THE SENATE [79.5] of the contingent fund of the Senate for the expenses of the Commission the sum of $15,000 each fiscal year, to be dis- bursed by the Secretary of the Senate on vouchers signed by the Chairman or Vice Chairman of the Commission: Provided, That no payment shall be made from such appro- priation as salary. [8. Jour. 836, 90-2, Oct. 1. 1968. COMMISSION ON ART AND ANTIQUITIES OF THE UNITED STATES [79.5] SENATE-ADDITIONAL AUTHORITY Resolved, That (a) the Commission on Art and Antiquities of the United States Senate, in addition to any authority conferred upon it by Senate Resolution 382, Ninetieth Congress, agreed to October 1, 1968, is authorized to ac- quire any work of art, historical object, document or ma- IS terial relating to historical matters, or exhibit for placement or exhibition in the Senate wing the Capitol, the Senate ol Office Buildings, or in rooms, spaces, or corridors thereof. (b) This resolution shall be effective as of March 1, 1971. ne (S. Jour. 232-233, 92-1, Apr. 1, 1971. STANDARDS OF CONDUCT FOR MEMBERS OF THE SENATE AND [79.6] OFFICERS AND EMPLOYEES OF THE SENATE Resolved, It is declared to be the policy of the Senate that- (a) The ideal concept of public office, expressed by the a words, "A public office is a public trust", signifies that the officer has been entrusted with public power by the people; ate that the officer holds this power in trust to be used only for on, their benefit and never for the benefit of himself or of a few; ry. and that the officer must never conduct his own affairs so as out to infringe on the public interest. All official conduct of 121 37-195 0-78-9 [79.7] STANDING ORDERS OF THE SENATE Members of the Senate should be guided by this paramount concept of public office. (b) These rules, as the written expression of certain standards of conduct, complement the body of unwritten but generally accepted standards that continue to apply to the Senate. SEC. 2. The Standing Rules of the Senate are amended by adding at the end thereof the following new rules: (1) [S. Jour. 247, 90-2, Mar. 22, 1968. [79.7] APPOINTMENT FOR THE SENATE OF PAGES, ELEVATOR OPERA- TORS, POST OFFICE EMPLOYEES, OR CAPITOL POLICEMEN WITHOUT DISCRIMINATION ON ACCOUNT OF SEX Resolved, That no individual shall be denied appointment as a Senate page, elevator operator, or post office employee, or as a Capitol policeman whose compensation is disbursed by the Secretary of the Senate, solely on the basis of sex. In the case of Senate pages, however, until such time as the fireproof building containing dormitory and classroom facilities, as authorized by section 492 of the Legislative Reorganization Act of 1970, is constructed and the pages are living under appropriate supervision in such building, the Sergeant at Arms of the Senate shall promulgate and have in effect regulations for the appointment of pages of the Senate requiring that no female page shall be appointed by a Senator until the Senator files with the Sergeant at 1 This resolution added four new rules to the Standing Rules of the Senate, which are numbered XLI, XLII, XLIII, and XLIV and are found as Senate Manual sections [41], [42], [43], and [44]. respectively. 122 STANDING RULES OF THE SENATE [40] the except original treaties transmitted to the Senate by the at President of the United States, and finally acted upon by to the the Senate, shall be delivered from the office of the Secretary or without an order of the Senate for that purpose. nations RULE XL [40] taking Secre- SUSPENSION AND AMENDMENT OF THE RULES sidered No motion to suspend, modify, or amend any rule, or by the any part thereof, shall be in order, except on one day's notice in writing, specifying precisely the rule or part pro- posed to be suspended, modified, or amended, and the printer purpose thereof. Any rule may be suspended without proceed- notice by the unanimous consent of the Senate, except as recalled, otherwise provided in clause 1, Rule XII. RULE XLI 1 [41] with a on which OUTSIDE BUSINESS OR PROFESSIONAL ACTIVITY OR EMPLOY- ejections. MENT BY OFFICERS OR EMPLOYEES 1. No officer or employee whose salary is paid by the [41.1] the public Senate may engage in any business or professional activity the day rdered by or employment for compensation unless- 1894.) (a) the activity or employment is not inconsistent nor in conflict with the conscientious performance of his official duties; and ORDS OF (b) he has reported in writing when this rule takes effect or when his office or employment starts and on time to the 15th day of May in each year thereafter the nature of the of any personal service activity or employment to his extract supervisor. The supervisor shall then, in the discharge he Secre- 1 8. Jour. 247, 90-2, Mar. 22, 1963. paper, 65 [41.2] STANDING RULES OF THE SENATE of his duties, take such action as he considers necessary M. for the avoidance of conflict of interest or interference and with duties to the Senate. [41.2] 2. For the purpose of this rule- Seen (a) a Senator or the Vice President is the supervisor Mi: of his administrative, clerical, or other assistants; 3. The (b) a Senator who is the chairman of a committee is the supervisor of the professional, clerical, or other assistants to the committee except that minority staff members shall be under the supervision of the ranking 1. A minority Senator on the committee; made (c) a Senator who is a chairman of a subcommittee or who which has its own staff and financial authorization is the tion, or supervisor of the professional, clerical, or other assistants or petit to the subcommittee except that minority staff members directly shall be under the supervision of the ranking minority nomine Senator on the subcommittee; of Unite (d) the President pro tempore is the supervisor of the Secretary of the Senate, Sergeant at Arms and Door- in his keeper, the Chaplain, and the employees of the Office of the Legislative Counsel; (e) the Secretary of the Senate is the supervisor of the employees of his office; (f) the Sergeant at Arms and Doorkeeper is the supervisor of the employees of his office; (g) the Majority and Minority Leaders and the Ma- (b) jority and Minority Whips are the supervisors of the Send research, clerical, or other assistants assigned to their the respective offices; receiv (h) the Majority Leader is the supervisor of the a B. Jour. 247, Secretary for the Majority. The Secretary for the 66 & GERALD STANDING RULES OF THE SENATE [41.3] Majority is the supervisor of the employees of his office; and (i) the Minority Leader is the supervisor of the Secretary for the Minority. The Secretary for the Minority is the supervisor of the employees of his office. 3. This rule shall take effect ninety days.after adoption. [41.3] RULE XLII' [42] CONTRIBUTIONS 1. A Senator or person who has declared or otherwise [42.1] made known his intention to seek nomination or election, or who has filed papers or petitions for nomination or elec- the tion, or on whose behalf a declaration or nominating paper or petition has been made or filed, or who has otherwise, directly or indirectly, manifested his intention to seek nomination or election, pursuant to State law, to the office of United States Senator, may accept a contribution from- the (a) a fundraising event organized and held primarily oor- in his behalf, provided— of (1) he has expressly given his approval of the fundraising event to the sponsors before any funds of were raised; and (2) he receives a complete and accurate account- the ing of the source, amounts, and disposition of the funds raised; or Ma- (b) an individual or an organization, provided the the Senator makes a complete and accurate accounting of heir the source, amount, and disposition of the funds received; or the 8 8. Jour. 247, 90-2, Mar. 22, 1968. the 67 [42.2] STANDING RULES OF THE SENATE (c) his political party when such contributions were from a fundraising event sponsored by his party, without giving his express approval for such fund- raising event when such fundraising event is for the purpose of providing contributions for candidates of his party and such contributions are reported by the Senator or candidate for Senator as provided in paragraph (b). [42.2] 2. The Senator may use the contribution only to influence his nomination for election, or his election, and shall not use, directly or indirectly, any part of any contribution for any other purpose, except as otherwise provided herein. [42.3] 3. Nothing in this rule shall preclude the use of contri- butions to defray expenses for travel to and from each Senator's home State; for printing and other expenses in connection with the mailing of speeches, newsletters, and reports to a Senator's constituents; for expenses of radio, television and news media methods of reporting to a Senator's constituents; for telephone, telegraph, postage, and stationery expenses in excess of allowance; and for newspaper subscriptions from his home State. [42.4] 4. All gifts in the aggregate amount or value of $50 or more received by a Senator from any single source during a year, except a gift from his spouse, child, or parent, and or except a contribution under sections 1 and 2, shall be reported under rule XLIV. or [42.5] 5. This rule shall take effect ninety days after adoption. or Stat who 68 STANDING RULES OF THE SENATE [43] RULE XLIII 1 [43] POLITICAL FUND ACTIVITY BY OFFICERS AND EMPLOYEES and- 1. No officer or employee whose salary is paid by the [43.1] the Senate may receive, solicit, be the custodian of, or distribute of any funds in connection with any campaign for the nomina- the tion for election, or the election of any individual to be a in Member of the Senate or to any other Federal office. This prohibition does not apply to any assistant to a Senator who has been designated by that Senator to perform any of use, the functions described in the first sentence of this paragraph any and who is compensated at a rate in excess of $10,000 per annum if such designation has been made in writing and ntri- filed with the Secretary of the Senate. The Secretary of the each Senate shall make the designation available for public in inspection. and 2. This rule shall take effect sixty days after adoption. [43.2] to a RULE XLIV 1 [44] and DISCLOSURE OF FINANCIAL INTERESTS paper 1. Each Senator or person who has declared or otherwise [44.1] or made known his intention to seek nomination or election, or a who has filed papers or petitions for nomination or election, and or on whose behalf a declaration or nominating paper or orted petition has been made or filed, or who has otherwise, directly or indirectly, manifested his intention to seek nomination or election, pursuant to State law, to the office of United States Senator, and each officer or employee of the Senate who is compensated at a rate in excess of $15,000 a year, 18. Jour. 247, 90-2, Mar. 22, 1968. 69 [44.1] STANDING RULES OF THE SENATE shall file with the Comptroller General of the United States, in a sealed envelope marked "Confidential Personal Financial Disclosure of (Name) " , before the 15th day of May in each year, the following reports of his personal financial interests: (a) a copy of the returns of taxes, declarations, state- ments, or other documents which he, or he and his spouse jointly, made for the preceding year in compliance with the income tax provisions of the Internal Revenue Code; (b) the amount or value and source of each fee or com- pensation of $1,000 or more received by him during the preceding year from a client; (c) the name and address of each business or profes- sional corporation, firm, or enterprise in which he was an officer, director, partner, proprietor, or employee who received compensation during the preceding year and the amount of such compensation; (d) the identity of each interest in real or personal property having a value of $10,000 or more which he owned at any time during the preceding year; (e) the identity of each trust or other fiduciary rela- tion in which he held a beneficial interest having a value of $10,000 or more, and the identity if known of each interest of the trust or other fiduciary relation in real or personal property in which the Senator, officer, or employee held a beneficial interest having a value of $10,000 or more, at any time during the preceding year. 70 STANDING RULES OF THE SENATE [44.2] If he cannot obtain the identity of the fiduciary interests, the Senator, officer, or employee shall request the fiduciary to report that information to the Comptroller the General in the same manner that reports are filed under his this rule; (f) the identity of each liability of $5,000 or more owed by him, or by him and his spouse jointly, at any tate- time during the preceding year; and (g) the source and value of all gifts in the aggregate with amount or value of $50 or more from any single source ode; received by him during the preceding year. com- 2. Except as otherwise provided by this section, all papers [44.2] the filed under section 1 of this rule shall be kept by the Comp- troller General for not less than seven years, and while so ofes- kept shall remain sealed. Upon receipt of a resolution of the was Select Committee on Standard and Conduct, adopted by a who recorded majority vote of the full committee, requesting the and transmission to the committee of any of the reports filed by any individual under section 1 of this rule, the Comptroller General shall transmit to the committee the envelopes con- he taining such reports. Within a reasonable time after such recorded vote has been taken, the individual concerned shall rela- be informed of the vote to examine and audit, and shall be value advised of the nature and scope of such examination. When each any sealed envelope containing any such report is received or by the committee, such envelope may be opened and the or contents thereof may be examined only by members of the of committee in executive session. If, upon such examination, year. the committee determines that further consideration by the committee is warranted and is within the jurisdiction of the 71 [44.3] STANDING RULES OF THE SENATE committee, it may make the contents of any such envelope available for any use by any member of the committee, or any member of the staff of the committee, which is required for the discharge of his official duties. The committee may receive the papers as evidence, after giving to the individual concerned due notice and opportunity for hearing in a closed session. The Comptroller General shall report to the Select Committee on Standards and Conduct not later than the 1st day of June in each year the names of Senators, officers, and employees who have filed a report. Any paper which has been filed with the Comptroller General for longer than seven years, in accordance with the provisions of this section, shall be returned to the individual concerned or his legal representative. In the event of the death or termination of service of a Member of the Senate, an officer or employee, such papers shall be returned unopened to such individual, or to the surviving spouse or legal representative of such individual within one year of such death or termination of service. [44.3] 3. Each Senator or person who has declared or other- wise made known his intention to seek nomination or elec- tion, or who has filed papers or petitions for nomination or election, or on whose behalf a declaration or nominating paper or petition has been made or filed, or who has otherwise, di- rectly or indirectly, manifested his intention to seek nomina- tion or election, pursuant to State law, to the office of United States Senator, and each officer or employee of the Senate who is compensated at a rate in excess of $15,000 a year, shall file with the Secretary of the Senate, before the 15th day of May in each year, the following reports of his personal financial interests: 72 STANDING RULES OF THE SENATE [44.4] (a) the accounting required by rule XLII for all contributions received by him during the preceding year, except that contributions in the aggregate amount or value of less than $50 received from any single source during the reporting period may be totaled without further itemization; and (b) the amount or value and source of each hono- rarium of $300 or more received by him during the pre- ceding year. 4. All papers filed under section 3 of this rule shall be kept [44.4] by the Secretary of the Senate for not less than three years and shall be made available promptly for public inspection and copying. of 5. This rule shall take effect on July 1, 1968. No reports [44.5] shall be filed for any period before office or employment was held with the Senate, or during a period of office or employ- ment with the Senate of less than ninety days in a year; except that the Senator, or officer or employee of the Senate, may file a copy of the return of taxes for the year 1968, or a report of substantially equivalent information for only the effective part of the year 1968. or di- who file May 73 37-195 0-75-8 STANDARDS OF CONDUCT APPLICABLE TO THE EXECUTIVE BRANCH Certain legal requirements governing the standards of conduct and potential conflicts of interest are applicable to each member of the Executive Branch. Additionally, all employees paid at a level equivalent to GS 13 and above, including consultants, are required to complete and file certain forms calling for employment and financial information. (a) Authorities. Each officer and employee of the Executive Branch is subject to regulations promulgated by his agency under the authority of Executive Order 11222 (May 8, 1965) governing his or her conduct. Additionally, certain types of conduct are proscribed by the federal conflict of interest statute (18 U.S.C. 201 et seq.). (b) Conflicts in General. A "conflict of interest" refers to any situation in which a government ficial has an actual or apparent personal interest in the outcome of a matter which he or she is in a position to influence through decision, recommendation, advice or other formal or informal action. A violation of law does not require an intent to favor one's personal interest, and cannot be overcome by a showing of the absence of such an intent. Participation, by itself, in a matter in which one has an interest is unlawful. (c) Other Constraints. Set forth below are a number of illustrations of prohibitive conduct: Regulatory Agencies. Executive Branch personnel are generally prohibited from making contacts with regulatory agencies regarding matters under adjudication or within the rule- making process. Moreover, any contact with such agencies normally requires clearance by an official GERALD at the policy-making level. -2- Lobbying. If carried on with appropriated funds, lobbying is expressly prohibited by law. Political Activity. Political activity by Executive Branch personnel is subject to numerous criminal and civil restrictions. Misuse of Information. Disclosure of classified or other confidential information is, of course, prohibited. Additionally, Executive Branch personnel must avoid the fact or appearance of using information obtained in the course of one's official duties for private gain. Gifts. Receipt of gifts, payment of travel, lodging, entertainment and other expenses, or receipt of speaking honoraria are generally prohibited. Appearance of Impropriety. Executive Branch personnel are directed to be ever sensitive to avoid the appearance of acting on behalf of some private interest or of a conflict or other impropriety which can be fully as damaging as the real thing. (d) Objectives. As a general statement, it might be said that the statutes and regulations which are applicable to personnel within the Executive Branch are directed to insure the achievement of the following objectives: The fair, impartial and equal treatment of those dealing with the government; The assurance that government decisions will not be influenced by an employee's private interests; The maintenance of public confidence in the integrity of government operations; The prevention of use of public office for private gain; and The prevention of any impediment to the efficiency and economy of government business. THE WHITE HOUSE WASHINGTON December 14, 1976 MEETING WITH LEGISLATIVE LEADERS (TWO SEPARATE GROUPS) ON THE REPORT ON EXECUTIVE, LEGISLATIVE, AND JUDICIAL SALARIES (PETERSON COMMISSION) Tuesday, December 14, 1976 Republicans - 8:00 a.m. (1 hour) Democrats - 10:00 a.m. (1 hour) Cabinet Room From: Mike Duval Mike I. PURPOSE To solicit the opinions and recommendations of Congressional leaders on the Peterson Commission report. II. BACKGROUND, PARTICIPANTS & PRESS PLAN A. Background: The report of the Peterson Commission recommended that you meet with Congressional and Judicial leaders prior to making your decisions on their recommendations. You are scheduled to meet with the Chief Justice on Wednesday. B. Participants: See Tab A. C. Press Plan: Announced, no press photo. III. AGENDA See Tab B. GERALD TAB A PARTICIPANTS PARTICIPANTS (8:00 a.m. Meeting) The President HOUSE SENATE Bob Michel Hugh Scott Jack Edwards Bob Griffin Barber Conable Carl Curtis Guy Vander Jagt Mark Hatfield Del Clawson STAFF Jack Marsh Dick Cheney Phil Buchen Max Friedersdorf Jim Cannon Jim Lynn Mike Duval Ed Schmults Jim Cavanaugh REGRETS HOUSE SENATE John Rhodes John Tower John Anderson Bob Stafford Sam Devine Ted Stevens Lou Frey Hiram Fong Jimmy Quillen Bill Frenzel Ed Derwinski Floyd Spence PARTICIPANTS (10:00 a.m. Meeting) The President HOUSE SENATE Jack McFall Mike Mansfield Jim Wright Gale McGee Mo Udall STAFF Jack Marsh Dick Cheney Phil Buchen Max Friedersdorf Jim Cannon Jim Lynn Mike Duval Ed Schmults Jim Cavanaugh REGRETS HOUSE SENATE Carl Albert Howard Cannon Tip O'Neill Quentin Burdick John Brademas Robert Byrd John Flynt TAB B AGENDA AGENDA AND TALKING POINTS The Commission on Executive, Legislative, and Judicial Salaries, chaired by Peter Peterson, issued its report which contains two key recommendations: 1. That there should be substantial pay increases for high-ranking governmental officials amounting to approximately 29% for the Legislative Branch, 32% for the Executive Branch, and 44% for the Judicial Branch. 2. These salary increases should be coupled with the imposition of a new code of conduct on all three branches. The Commission's report raises serious issues dealing with the amount of public confidence in the Federal Government and the quality of people which serve in it. The report suggests that I solicit the opinions of Legislative and Judicial Branch leaders prior to making my decisions on the report's recommendations. Some of the issues which I hope we can discuss today are: Should there be a substantial increase in the compensation of Members of Congress, Justices of the Supreme Court, and Judges, and Presidential appointees in the Executive Branch? If substantial increases are justified, should they be tied to a new code of conduct? Should such a code of conduct apply to all three Branches and how should it be developed? If a substantial increase is required, how should we deal with the issues of: linkage between the various jobs within each branch, the correct salary levels, special allowances for relocation and the second residence of Members of Congress and a mechanism for dealing with cost of living increases? I'd like to hear your views and recommendations on these and any other related issues. [Congressional leaders present their views] I'll be meeting tomorrow with the Chief Justice to discuss the Commission's recommendations as they relate to the Judicial Branch. As you know, I'm required by statute to reflect my decisions on the Commission's report in the Budget message which I will send to Congress this January. I appreciate very much your giving me your views and recommendations. 193 PRESIDEN. BAS SEE THE WHITE HOUSE WASHINGTON MEETING WITH CHIEF JUSTICE BERGER Wednesday, December 15, 1976 5:30 p.m. (30 minutes) The Oval Office From: Mike Duval Mike I. PURPOSE The Chief Justice has requested this opportunity to discuss with you the recommendations of the Commission on Executive, Legislative and Judicial Salaries to the extent the report relates to salary levels of members of the Judicial Branch. This meeting was set up at your invitation for you to solicit the Chief Justice's views concerning the Peterson Report. II. BACKGROUND, PARTICIPANTS AND PRESS PLAN A. Background: The Chief Justice supports the increases in judicial salaries recommended by the Peterson Commission. He has also provided a substantial compilation of materials relating to the Standards of Conduct already applicable to the Judiciary [see attached summary provided by Phil Buchen's office at TAB A]. B. Participants: The President The Chief Justice Phil Buchen Dick Cheney Mike Duval Jim Lynn C. Press Plan: Announced, no press photo. III. AGENDA 1. Appropriate salary levels for Members of the Judiciary and their relationship to appropriate salary levels for Members of Congress. 2. The need, if any, for a new Code of Conduct binding upon the Judicial Branch and any potential Separation of Powers problems posed by such a Code. TAB A STANDARDS OF CONDUCT APPLICABLE TO JUDICIARY Almost 50 years ago, the American Bar Association formulated the original Canons of Judicial Ethics. Those Canons, occasionally amended, have been adopted in most states. In 1969, the Association determined that current needs and problems required revision of the Canons. The revision process resulted in the Code of Judicial Conduct which was approved by the ABA House of Delegates in 1972 and thereafter adopted for federal judges by the Judicial Conference of the United States in 1973. Additionally, P.L. 93-512, which was signed into law on December 5, 1974, provides a statutory footing for many of the constraints imposed by the Code. The Code of Judicial Conduct may be outlined as follows: o Canon 1. A judge should uphold the integrity and independence of the judiciary. Canon 2. A judge should avoid impropriety or the appearance of impropriety in all his activities. o Canon 3. A judge should perform the duties of his office impartially and diligently. The Standards which have been drafted pursuant to Canon 3 provide for the dis- qualification of any justice, judge, magistrate or referee in bankruptcy of the United States in those cases which present, in fact or in appearance, a question of judicial bias, prejudice, or conflict of interest. The standards governing potential financial conflicts are much more stringent than comparable provisions governing the Executive and Legislative Branches. For example, a "financial interest" is defined to reach any legal or equitable interest, however small, with no de minimis exclusion. o Canon 4. A judge may engage in activities to improve the law, the legal system and the administration of justice. The standards carrying forward Canon 4 generally prohibit any outside employment by a judge apart from writing assignments. -2- O Canon 5. A judge should regulate his extra- judicial activities to minimize the risks of conflict with his judicial duties. The standards here substantially restrict the investment options of a judge. O Canon 6. A judge should regularly file reports of compensation received for quasi- judicial and extra-judicial activities. Although a judge does not have to file any statement of assets and liabilities, he is required to report outside compensation allowed under the Canons. Canon 7. A judge should refrain from political activity inappropriate to his judicial office. Generally, a judge is prohibited from engaging in political conduct. The Advisory Committee on Judicial Conduct performs the duty of issuing advisory opinions on matters of judicial ethics and judicial conduct requested by judges. In addition to the foregoing there are, of course, many other statutory restrictions on judicial activities. Under Section 454 of Title 28, for example, it is made unlawful for any justice or judge to engage in the practice of law. There are various laws relating to nepotism. For example, the son, daughter, nephew or niece of a judge cannot be employed as a law clerk. (This was enacted at the request of judges.) Finally, new controls have been placed on the acceptance of fees and honoraria by judges through the Federal Elections Campaign Act as recently amended, 2 U.S.C [1976 supp. ] $441i. This new legislation applies in terms to justices and judges. (The power of Congress to legislate on these matters as to the Judicial Branch has not been judicially determined but the Judicial Conference has accepted the binding effect of these statutes, since they are largely declaratory of earlier action taken by the Judicial Conference.) These judicial officers are limited to honoraria in an individual amount no greater than $2,000, excluding expenses, for any one lecture or speech. Judges are also subject to the annual limit of $25,000, in common with Members of Congress. THE PRESIDENT HAS SEEN THE WHITE HOUSE WASHINGTON December 15, 1976 MEMORANDUM FOR: THE PRESIDENT FROM: MIKE DUVAL Mike SUBJECT: Peterson Commission Report Attached at Tab A are staff recommendations concerning the pay increases recommended by the Peterson Commission. Jim Lynn will have his recommendations completed shortly. As you know, Alan Greenspan and Bob Hartmann recommend against an increase. Specific staff comments are attached at Tab B. Attachments TAB A PETERSON COMMISSION PHIL BUCHEN JIM CANNON JIM LYNN JACK MARSH BRENT SCOWCROFT BILL SEIDMAN RECOMMENDATION RECOMMENDATION RECOMMENDATION RECOMMENDATION RECOMMENDATION RECOMMENDATION RECOMMENDATION * VICE PRESIDENT $ 80,000 $ 74,200 $ 80,000 $ $ 75,000 $ 70,000 $ 80,000 CHIEF JUSTICE 80,000 74,200 80,000 75,000 70,000 80,000 SPEAKER 80,000 74,200 80,000 75,000 70,000 80,000 ASSOCIATE JUSTICE 77,500 71,700 77,500 70,000 67,500 75,500 EXECUTIVE LEVEL I 67,500 65,700 67,500 70,000 65,000 67,500 PRESIDENT PRO-TEM, 65,000 59,800 65,000 65,000 60,000 65,000 MAJORITY & MINORITY LEADER COURT OF APPEALS JUDGE 65,000 56,800 59,500 65,000 53,000 65,000 DISTRICT COURT JUDGE 62,000 54,000 57,000 48,000 51,500 62,000 EXECUTIVE LEVEL II 60,000 53,800 59,500 49,000 52,500 60,000 SENATORS AND REPRESENTATIVES 57,500 56,800 59,500 50,000 50,000 65,000 EXECUTIVE LEVEL III 57,000 51,000 55,000 47,000 49,500 57,000 EXECUTIVE LEVEL IV 53,000 47,700 50,000 43,000 47,500 53,000 EXECUTIVE LEVEL V 49,000 44,500 46,500 45,000 49,000 * Gen. Scowcroft does not recommend any increases. However, if an increase is to be proposed he recommends above figures in three yearly tranches with top cailing $70,000. TAB B THE WHITE HOUSE WASHINGTON December 14, 1976 MEMORANDUM TO: MIKE DUVAL FROM: ROBERT T. HARTMANN RAV SUBJECT: Peterson Commission Report I am opposed to all these huge increases (maybe Federal judges deserve a little more, but not up to what the Chief Justice makes now!) -- why do we help Democrats get richer? Let them eat peanuts or pass their own raises without our connivance. The public is going to be outraged. I do think, however, that regular cost of living increases for Federal employees should apply to the upper levels as well, despite Congress' election year spirit of sacrifice. THE WHITE HOUSE WASHINGTON December 14, 1976 MEMORANDUM FOR THE PRESIDENT FROM: PHILIP W. BUCHEN SUBJECT: Recommendation on Salary Levels for Positions Covered by Peterson Commission Report The attached recommendations by dollar amount are arrived at as follows: 1. The Peterson Commission recommenda- tion of $57,500 for Senators and Representatives is adjusted to $65,000 so as to be in line with the Court of Appeals Judges. 2. Then, after this adjustment is made, all recommendations of the Commission are adjusted to achieve 60% approxi- mately of Commission-recommended increases. This method has the virtue of not materially disturbing the relations between the Commission- recommended increases for the different positions, while at the same time reducing the total dollar amount of each increase. Alternatively, the figure in item 2 of the calculation method could be 50% instead of 60%. Attachment EXHIBIT II PETERSON COMMISSION RECOMMENDATION BY: VICE PRESIDENT $ 80,000 $74,200 CHIEF JUSTICE 80,000 74,200 SPEAKER 80,000 74,200 ASSOCIATE JUSTICE 77,500 71,700 EXECUTIVE LEVEL I 67,500 65,700 PRESIDENT PRO-TEM, MAJORITY 65,000 AND MINORITY LEADER 59,800 COURT OF APPEALS JUDGE 65,000 56,800 DISTRICT COURT JUDGE 62,000 54,000 EXECUTIVE LEVEL II 60,000 53,800 SENATORS AND REPRESENTATIVES 57,500 56,800 EXECUTIVE LEVEL III GERALD 57,000 51,000 EXECUTIVE LEVEL IV 53,000 47,700 EXECUTIVE LEVEL V 49,000 44,500 THE CHAIRMAN OF THE COUNCIL OF ECONOMIC ADVISERS WASHINGTON December 14, 1976 MEMORANDUM FOR MIKE DUVAL FROM: ALAN GREENSPAN A This is in response to your request for my comments on the salary schedule proposed in the Peterson Commission report on executive, legislative and judicial salaries. I do not feel that the CEA has sufficient expertise to comment on the structure of the salary scale, that is, on the relative salary rankings for the various positions listed in your memo. However, as I indicated in detail in my memo of December 8 to Jim Connor (copy attached), I believe that the salary increases recommended by the Peterson Report are far too large and should not be approved by the President. The Peterson report did not offer adequate evidence that large salary increases are warranted at this time. There is no clear evidence that the current salary schedule fails to attract and retain high quality persons. On the basis of empirical studies, it appears that the salary compression may be due to civil service salaries for the super-grades that are too high, rather than executive salaries that are too low. Given the continued high level of unemployment, our efforts to discourage high wage increases in the private sector, and our objective of limiting the growth in the Federal sector, I believe it would be inappropriate, as well as embarrassing, to endorse salary increases of 22 percent to 47 percent as recommended by the Commission. REVOLUTION AMERICAN BICENTENNIAL 1776-1976 THE CHAIRMAN OF THE COUNCIL OF ECONOMIC ADVISERS WASHINGTON December 8, 1976 MEMORANDUM FOR JIM CONNOR FROM: ALAN GREENSPAN SUBJECT: Report of Commission on Executive, Legislative and Judicial Salaries The report does not offer convincing evidence that the current pay schedule for high-level government officials, civil service or appointed, is inefficient for satisfying the government's requirements for executives. I have no objections to the overall structure of the report. However, the report does not adequately establish the case for the proposed salary structure. It would be difficult to defend a sudden increase of 20 to 47 percent for high-level govern- ment officials given that they did not experience unemployment in the last few years. Gradual increases would be viewed as more reasonable. Since the proposed wage increases are arbitrary, the Administration is best off endorsing the principle of gradual increases, without endorsing the particular magnitudes. The standards of conduct (item 8 below) should be sufficiently broad as to avoid particular problems that specific standards might entail. The report could be released in the interest of promoting full public discussion of these issues, with a Presidential endorsement of relaxation of salary caps and stronger conflict of interest provisions, but without endorsing the specifics of the Com- mission report. Some more detailed comments follow. (1) The report indicates that nongovernmental executives tend to view a government job as a form of investment in training. The sacrifice of earnings to take the job (23 percent on average) is more than compensated for by the rise in earning opportunities after leaving government (on average an 84 percent rise in salary over the govern- ment level when return to private sector.) Apparently, the government employment broadens their experiences and makes them more valuable in the private sector. The report does not present evidence that these persons are less REVOLUTION AMERICAN BICENTENNIAL 1776-1976 -2- effective in the government job than others who prefer not to undertake this form of investment. (2) The report indicates that among career civil servants in the super-grades the cap on salaries makes government jobs less attractive than private sector jobs. This ignores many attractive benefits of government employ- ment including the relatively high pension with early retirement provisions and the stability of employment. In part, middle-level private sector executives receive high salaries because of the uncertainty of employment and problems of reemployment if they lose their job. The attractive alternative for super-grades appears to be retirement with the government pension, rather than leaving government for another executive position prior to retire- ment age. This raises the question as to whether the pension is too generous for the super-grades. In addition, the report ignores the problem of grade-inflation in the last few years. (3) The report does hot address the issue of the beneficial effects of turnover among executives through retirements when civil service restrictions make replace- ment difficult if not impossible. Raising salaries relative to pensions would decrease retirements, but would require more aggressive policies to replace high-level civil servants who are no longer as productive as their salary and position would require. (4) There is a serious problem of salary compression, where GS-15 (higher steps) to GS-18 earn the same salary, which now exceeds that of Executive Level V. Studies of the earnings of Federal Government and private sector workers of the same measurable characteristics (e.g., age, schooling, work experience, area, etc.) suggest that Federal civil service earnings exceed those of the private sector. (The popular view of low government salaries is supported by studies of state and local government workers.) In addition, the fringe benefits (health insurance, pensions, and stability of employment) are generally superior in the Federal sector. The compression appears to be the result of salaries that are "too high" for the lower grades near the compression (G6-14-16) rather than too low at the upper end (GS-17-18, Executive Level V). Unfortunately, the report does not consider this problem when mentioning the problem of salary compression. -3- (5) The report correctly points out that there is no necessary link between the salaries in the three branches of government. Separate salary schedules would be more appropriate. (6) Since most persons in Executive Level I-V positions are in government temporarily, and withdraw their contribu- tions to the pension fund upon.departure, the recommendation that they be permitted to defer contributions to the pension plan until the fifth year seems warranted. In the jargon of the report, this would ease their cash flow problem. (7) The recommendation of a $5,000 per year housing allowance for members of Congress with two residences seems unwarranted. We should move away from categorical, non- taxable supplements to income to a system in which compensa- tion is in the form of salaries subject to taxation. This facilitates the public's awareness of the income of members of Congress and promotes greater equity between members of Congress with different levels of other income. (8) With regard to conflict of interest, the Commission recommends: a. periodic disclosure of financial affairs -- income, by source and amount, gifts, debts and personal holdings. b. Rigorous restrictions on outside incomes. C. Strict conflict of interest provisions with regard to investments (blind trusts). d. More consistent and explicit rules on post- service employment. Implicit call for ending the "revolving door" between government and industry, but no time frame indicated. (9) The Commission report calls for a permanent Quadrennial Commission, consisting of private citizens, to review salary levels and pension provisions. THE WHITE HOUSE WASHINGTON December 14, 1976 MEMORANDUM FOR: THE PRESIDENT FROM: JACK MARSH July Below follow my recommendations salary levels: Vice President $75,000 Chief Justice Speaker of the House Associate Justice $70,000 Executive Level I President Pro-Tem $65,000 Majority Leaders Minority Leaders Judges--Circuit Court of Appeals Senators $50,000 Representatives Resident Commissioner of Puerto Rico Judges--Court of Claims $48,000 Judges--Court of Military Appeals Judges--Court of Customs & Patent Appeals Judges- U. S. District Court Judges--Customs Court $45,000 Judges--Tax Court Executive Level II $49,000 Comptroller General $49,000 Executive Level III $47,000 Assistant Comptroller General $45,000 Dir., Administrative Office-- U.S. Courts $45,000 Executive Level IV $43,000 -2- I have not gone below the pay chart for Executive Level IV. However, I would recommend raises that are commensurate with the increases shown above. I do, however, think a 20% increase for Bankruptcy Judges is sufficient. TABLE 2 COMMISSION ON EXECUTIVE, LEGISLATIVE AND JUDICIAL SALARIES THE PRESIDENT SAB SEEL RECOMMENDED SALARY LEVELS PRESENT RECOMMENDED PERCENT INCREASE Vice President $65,600 $80,000 22.0% Chief Justice 65,600 80,000 22.0% Speaker of the House 65,600 80,000 22.0% Associate Justice 63,000 77,500 23.0% Executive Level I 63,000 67,500 7.1% President Pro-Tem, Majority and Minority Leaders 52,000 65,000 25.0% Judges - Circuit Courts of Appeals 44,600 65,000 45.7% Judges - Court of Claims 44,600 65,000 45.7% Judges - Court of Military Appeals 44,600 65,000 45.7% Judges - Court of Customs and Patent Appeals 44,600 65,000 45.7% Judges - U.S. District Courts 42,000 62,000 47.6% Judges - Customs Court 42,000 62,000 47.6% Judges - Tax Court 42,000 62,000 47.6% Executive Level II 44,600 60,000 34.5% Comptroller General 44,600 60,000 34.5% Senators, Representatives, Resident Commissioner of Puerto Rico 44,600 57,500 28.9% Executive Level III 42,000 57,000 35.7% Assistant Comptroller Geheral 42,000 57,000 35.7% Director - Administrative Office - U.S. Courts 42,000 57,000 35.7% Executive Level IV 39,900 53,000 32.8% General Counsel - GAO 39,900 53,000 32.8% Librarian of Congress 39,900 53,000 32.8% Public Printer 39,900 53,000 32.8% Architect of the Capitol 39,900 53,000 32.8% Commissioners - Court of Claims 37,800 53,000 40.2% Deputy Director - Administrative Office - U.S. Courts 37,800 53,000 40.2% Bankruptcy Judges (full time) 37,800 53,000 40.2% Executive Level V 37,800 49,000 29.6% Deputy Librarian of Congress 37,800 49,000 29.6% Deputy Public Printer 37,800 49,000 29.6% Assistant Architect of the Capitol 37,800 49,000 29.6% Bankruptcy Judges (part time) 18,900 26,500 40.2% Board of Governors, U.S. Postal Service 10,000 10,000 0% PETERSON PHIL BUCHEN JIM CANNON JIM LYNN JACK MARSH BRENT SCOWCROFT BILL SEIDMAN COMMISSION RECOMMENDATION RECOMMENDATION RECOMMENDATION RECOMMENDATION RECOMMENDATION RECOMMENDATION RECOMMENDATION * VICE PRESIDENT $ 30,000 $ 74,200 $ 80,000 $ ?h $ 75,000 $ 70,000 $ 80,000 CHIEF JUSTICE 80,000 74,200 80,000 75 75,000 70,000 80,000 SPEAKER 80,000 74,200 80,000 75 75,000 70,000 80,000 ASSOCIATE JUSTICE 77,500 71,700 77,500 79.5 70,000 67,500 75,500 EXECUTIVE LEVEL I 67,500 65,700 67,500 65 70,000 65,000 67,500 PRESIDENT PRO-TEM, 65,000 MAJORITY & MINORITY LEADER 55,000 59,800 25 65,000 60,000 65,000 COURT OF APPEALS JUDGE 65,000 56,800 59,500 65 65,000 53,000 65,000 DISTRICT COURT JUDGE 62,000 54;000 57,000 55 48,000 51,500 62,000 EXECUTIVE LEVEL II 60,000 53,800 59,500 52.5 49,000 52,500 60,000 SENATORS AND REPRESENTATIVES 57,500 56,800 59,500 55 50,000 50,000 65,000 EXECUTIVE LEVEL III 57,000 51,000 55,000 50 47,000 49,500 57,000 EXECUTIVE LEVEL IV 53,000 47,700 50,000 43,000 47,500 53,000 EXECUTIVE LEVEL V 49,000 44,500 46,500 + 45,000 49,000 * Gen. Scowcroft does not recommend any increases, However, if an increase is to be proposed he recommends above figures in three vearly with coiling $70 THE WHITE HOUSE WASHINGTON December 15, 1976 MEMORANDUM FOR: THE PRESIDENT FROM: MIKE DUVAL whe SUBJECT: Peterson Commission Report Attached at Tab A are staff recommendations concerning the pay increases recommended by the Peterson Commission. Jim Lynn will have his recommendations completed shortly. As you know, Alan Greenspan and Bob Hartmann recommend against an increase. Specific staff comments are attached at Tab B. Attachments PETERSON PHIL BUCHEN JIM CANNON JIM LYNN JACK MARSH BRENT SCOWCROFT BILL SEIDMAN COMMISSION RECOMMENDATION RECOMMENDATION RECOMMENDATION RECOMMENDATION RECOMMENDATION RECOMMENDATION RECOMMENDATION * VICE PRESIDENT $ 80,000 $ 74,200 $ 80,000 $ $ 75,000 $ 70,000 $ 80,000 CHIEF JUSTICE 80,000 74,200 80,000 75,000 70,000 80,000 SPEAKER 80,000 74,200 80,000 75,000 70,000 80,000 ASSOCIATE JUSTICE 77,500 71,700 77,500 70,000 67,500 75,500 EXECUTIVE LEVEL I 67,500 65,700 67,500 70,000 65,000 67,500 PRESIDENT PRO-TEM, 65,000 59,800 65,000 65,000 60,000 65,000 MAJORITY & MINORITY LEADER COURT OF APPEALS JUDGE 65,000 56,800 59,500 65,000 53,000 65,000 DISTRICT COURT JUDGE 62,000 54;000 57,000 48,000 51,500 62,000 EXECUTIVE LEVEL II 60,000 53,800 59,500 49,000 52,500 60,000 SENATORS AND REPRESENTATIVES 57,500 56,800 59,500 50,000 50,000 65,000 EXECUTIVE LEVEL III 57,000 51,000 55,000 47,000 49,500 57,000 EXECUTIVE LEVEL IV 53,000 47,700 50,000 43,000 47,500 53,000 EXECUTIVE LEVEL V 49,000 44,500 46,500 45,000 49,000 * Gen. Scowcroft does not recommend any increases. However, if an increase is to be proposed he recommends above figures in three yearly tranches with top cdiling $70.000 THE WHITE HOUSE WASHINGTON December 14, 1976 MEMORANDUM TO: MIKE DUVAL FROM: ROBERT T. HARTMANN AA SUBJECT: Peterson Commission Report I am opposed to all these huge increases (maybe Federal judges deserve a little more, but not up to what the Chief Justice makes now!) -- why do we help Democrats get richer? Let them eat peanuts or pass their own raises without our connivance. The public is going to be outraged. I do think, however, that regular cost of living increases for Federal employees should apply to the upper levels as well, despite Congress' election year spirit of sacrifice. THE WHITE HOUSE WASHINGTON December 14, 1976 MEMORANDUM FOR THE PRESIDENT FROM: PHILIP W. BUCHEN SUBJECT: Recommendation on Salary Levels for Positions Covered by Peterson Commission Report The attached recommendations by dollar amount are arrived at as follows: 1. The Peterson Commission recommenda- tion of $57,500 for Senators and Representatives is adjusted to $65,000 so as to be in line with the Court of Appeals Judges. 2. Then, after this adjustment is made, all recommendations of the Commission are adjusted to achieve 60% approxi- mately of Commission-recommended increases. This method has the virtue of not materially disturbing the relations between the Commission- recommended increases for the different positions, while at the same time reducing the total dollar amount of each increase. Alternatively, the figure in item 2 of the calculation method could be 50% instead of 60%. Attachment EXHIBIT II PETERSON COMMISSION RECOMMENDATION RECOMMENDATION BY: T.W.B. VICE PRESIDENT $ 80,000 $74,200 CHIEF JUSTICE 80,000 74,200 SPEAKER 80,000 74,200 ASSOCIATE JUSTICE 77,500 71,700 EXECUTIVE LEVEL I 67,500 65,700 PRESIDENT PRO-TEM, MAJORITY 65,000 AND MINORITY LEADER 59,800 COURT OF APPEALS JUDGE 65,000 56,800 DISTRICT COURT JUDGE 62,000 54,000 EXECUTIVE LEVEL II 60,000 53,800 SENATORS AND REPRESENTATIVES 57,500 56,800 EXECUTIVE LEVEL III 57,000 51,000 EXECUTIVE LEVEL IV 53,000 47,700 EXECUTIVE LEVEL V 49,000 44.500 THE CHAIRMAN OF THE COUNCIL OF ECONOMIC ADVISERS WASHINGTON December 14, 1976 MEMORANDUM FOR MIKE DUVAL FROM: ALAN GREENSPAN A This is in response to your request for my comments on the salary schedule proposed in the Peterson Commission report on executive, legislative and judicial salaries. I do not feel that the CEA has sufficient expertise to comment on the structure of the salary scale, that is, on the relative salary rankings for the various positions listed in your memo. However, as I indicated in detail in my memo of December 8 to Jim Connor (copy attached), I believe that the salary increases recommended by the Peterson Report are far too large and should not be approved by the President. The Peterson report did not offer adequate evidence that large salary increases are warranted at this time. There is no clear evidence that the current salary schedule fails to attract and retain high quality persons. On the basis of empirical studies, it appears that the salary compression may be due to civil service salaries for the super-grades that are too high, rather than executive salaries that are too low. Given the continued high level of unemployment, our efforts to discourage high wage increases in the private sector, and our objective of limiting the growth in the Federal sector, I believe it would be inappropriate, as well as embarrassing, to endorse salary increases of 22 percent to 47 percent as recommended by the Commission. PAEERICAN REVOLUTION INDENTENNIAL 1776-1976 THE CHAIRMAN OF THE COUNCIL OF ECONOMIC ADVISERS WASHINGTON December 8, 1976 MEMORANDUM FOR JIM CONNOR FROM: ALAN GREENSPAN SUBJECT: Report of Commission on Executive, Legislative and Judicial Salaries The report does not offer convincing evidence that the current pay schedule for high-level government officials, civil service or appointed, is inefficient for satisfying the government's requirements for executives. I have no objections to the overall structure of the report. However, the report does not adequately establish the case for the proposed salary structure. It would be difficult to defend a sudden increase of 20 to 47 percent for high-level govern- ment officials given that they did not experience unemployment in the last few years. Gradual increases would be viewed as more reasonable. Since the proposed wage increases are arbitrary, the Administration is best off endorsing the principle of gradual increases, without endorsing the particular magnitudes. The standards of conduct (item 8 below) should be sufficiently broad as to avoid particular problems that specific standards might entail. The report could be released in the interest of promoting full public discussion of these issues, with a Presidential endorsement of relaxation of salary caps and stronger conflict of interest provisions, but without endorsing the specifics of the Com- mission report. Some more detailed comments follow. (1) The report indicates that nongovernmental executives tend to view a government job as a form of investment in training. The sacrifice of earnings to take the job (23 percent on average) is more than compensated for by the rise in earning opportunities after leaving government (on average an 84 percent rise in salary over the govern- ment level when return to private sector.) Apparently, the government employment broadens their experiences and makes them more valuable in the private sector. The report does not present evidence that these persons are less REVOLUTION AMERICAN BICENTENNIAL 1776-1976 -2- effective in the government job than others who prefer not to undertake this form of investment. (2) The report indicates that among career civil servants in the super-grades the cap on salaries makes government jobs less attractive than private sector jobs. This ignores many attractive benefits of government employ- ment including the relatively high pension with early retirement provisions and the stability of employment. In part, middle-level private sector executives receive high salaries because of the uncertainty of employment and problems of reemployment if they lose their job. The attractive alternative for super-grades appears to be retirement with the government pension, rather than leaving government for another executive position prior to retire- ment age. This raises the question as to whether the pension is too generous for the super-grades. In addition, the report ignores the problem of grade-inflation in the last few years. (3) The report does hot address the issue of the beneficial effects of turnover among executives through retirements when civil service restrictions make replace- ment difficult if not impossible. Raising salaries relative to pensions would decrease retirements, but would require more aggressive policies to replace high-level civil servants who are no longer as productive as their salary and position would require. (4) There is a serious problem of salary compression, where GS-15 (higher steps) to GS-18 earn the same salary, which now exceeds that of Executive Level V. Studies of the earnings of Federal Government and private sector workers of the same measurable characteristics (e.g., age, schooling, work experience, area, etc.) suggest that Federal civil service earnings exceed those of the private sector. (The popular view of low government salaries is supported by studies of state and local government workers.) In addition, the fringe benefits (health insurance, pensions, and stability of employment) are generally superior in the Federal sector. The compression appears to be the result of salaries that are "too high" for the lower grades near the compression (G6-14-16) rather than too low at the upper end (GS-17-18, Executive Level V). Unfortunately, the report does not consider this problem when mentioning the problem of salary compression. -3- (5) The report correctly points out that there is no necessary link between the salaries in the three branches of government. Separate salary schedules would be more appropriate. (6) Since most persons in Executive Level I-V positions are in government temporarily, and withdraw their contribu- tions to the pension fund upon departure, the recommendation that they be permitted to defer contributions to the pension plan until the fifth year seems warranted. In the jargon of the report, this would ease their cash flow problem. (7) The recommendation of a $5,000 per year housing allowance for members of Congress with two residences seems unwarranted. We should move away from categorical, non- taxable supplements to income to a system in which compensa- tion is in the form of salaries subject to taxation. This facilitates the public's awareness of the income of members of Congress and promotes greater equity between members of Congress with different levels of other income. (8) With regard to conflict of interest, the Commission recommends: a. periodic disclosure of financial affairs -- income, by source and amount, gifts, debts and personal holdings. b. Rigorous restrictions on outside incomes. C. Strict conflict of interest provisions with regard to investments (blind trusts). d. More consistent and explicit rules on post- service employment. Implicit call for ending the "revolving door" between government and industry, but no time frame indicated. (9) The Commission report calls for a permanent Quadrennial Commission, consisting of private citizens, to review salary levels and pension provisions. THE WHITE HOUSE WASHINGTON December 14, 1976 MEMORANDUM FOR: THE PRESIDENT FROM: JACK MARSH July Below follow my recommendation salary levels: Vice President $75,000 Chief Justice Speaker of the House Associate Justice $70,000 Executive Level I President Pro-Tem $65,000 Majority Leaders Minority Leaders Judges--Circuit Court of Appeals Senators $50,000 Representatives Resident Commissioner of Puerto Rico Judges--Court of Claims $48,000 Judges--Court of Military Appeals Judges--Court of Customs & Patent Appeals Judges--U. S. District Court Judges--Customs Court $45,000 Judges--Tax Court Executive Level II $49,000 Comptroller General $49,000 Executive Level III $47,000 Assistant Comptroller General $45,000 Dir., Administrative Office-- U.S. Courts $45,000 Executive Level IV $43,000 -2- I have not gone below the pay chart for Executive Level IV. However, I would recommend raises that are commensurate with the increases shown above. I do, however, think a 20% increase for Bankruptcy Judges is sufficient. IMM. (ONTRANDIA) PRECEDENCE CLASSIFICATION DEX FROM: Jim Carnon DAC 224 GPS LDX PAGES / TO: Dick Cheney for TTY CITE Fire President INPO: DTG: 1976 DEC 31 19 59 RELEASED BY: WE TOR: 31 2007= SPECIAL INSTRUCTIONS: MR7 CONFIDENTIAL 1 WHCA FORM 8, 22 FEB 74 CONFIDENTIAL CONF IDENTIAL FOR IMMEDIATE DELIVERY THE WHITE HOUSE DACOM WASHINGTON December 31, 1976 Jul DENT MEMORANDUM TO THE PRESIDENT FROM: JIM CANNON SUBJECT: Comments by Jim Wright Representative Jim Wright mentioned, after I notified him today of your Puerto Rico announcement, that he would like to convey this message to you: I. He talked with Governor Carter on Wednesday night about the Peterson Commission Report on pay increases. Carter said he believed that some increase was appro- priate but he had not studied the report in detail. In addition, Carter said that he felt that any increase of more than 40 percent would be perceived by the public as excessive and would make it difficult for the new administration to hold the line against inflationary increases in government and the private sector. II. Governor Carter also said that he was not going to say or do anything to "sandbag President Ford" on his proposals. Wright quoted Carter as saying: "The President has been too nice to me for me to do anything like that." III. Representative David Obey and Lee Hamilton have promised Wright that they will have substantive recommendations to reform and strengthen Congressional ethical standards by February 10. IV. Wright has talked with his colleagues in the House and concluded that if the pay issue does come to a vote on the floor of the House, it would be rejected. Determined to be an administrative marking Cancelled per E.O. 12356, Sec. 1.3 and Archivist's memo of March 16, 1983 CO INDENTIAL By DAD NARS date 3/1/84 FOR COMMCENTER USE ONLY IMM. Confidential CL SIFICATION PRECEDENCE DEX FROM: Jim Carnon DAC 224 GPS LDX PAGES / TO: Dick Cherey for TTY CITE the President INFO: DTG: 1976 DEC 31 19 59 RELEASED BY: WE TOR: 312004Z SPECIAL INSTRUCTIONS: WHITE HOUSE ONROOM '76 DEC 31 PM 20 3:20 4 WHCA FORM 8, 22 FEB 74 S1 CONFIDENTIAL FOR IMMEDIATE DELIVERY DACOM Archivist's Permo be an of NARS marking THE WHITE HOUSE WASHINGTON December 31, 1976 Jul DRP BY MEMORANDUM TO THE PRESIDENT FROM: JIM CANNON SUBJECT: Comments by Jim Wright Representative Jim Wright mentioned, after I notified him today of your Puerto Rico announcement, that he would like to convey this message to you: I. He talked with Governor Carter on Wednesday night about the Peterson Commission Report on pay increases. Carter said he believed that some increase was appro- priate but he had not studied the report in detail. In addition, Carter said that he felt that .any increase of more than 40 percent would be perceived by the public as excessive and would make it difficult for the new administration to hold the line against inflationary increases in government and the private sector. II. Governor Carter also said that he was not going to say or do anything to "sandbag President Ford" on his proposals. Wright quoted Carter as saying: "The President has been too nice to me for me to do anything like that " III. Representative David Obey and Lee Hamilton have promised Wright that they will have substantive recommendations to reform and strengthen Congressional ethical standards by February 10. IV. Wright has talked with his colleagues in the House and concluded that if the pay issue does come to a vote on the floor of the House, it would be rejected.