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FOIA Number: 2013-0661-F (2) FOIA MARKER This is not a textual record. This is used as an administrative marker by the William J. Clinton Presidential Library Staff. Collection/Record Group: Clinton Presidential Records Subgroup/Office of Origin: National Service Series/Staff Member: Sarah Whitman Subseries: OA/ID Number: 1289 FolderID: Folder Title: State Structure Meeting, [7/21/93] [1] Stack: Row: Section: Shelf: Position: S 66 2 5 3 STATE STRUCTURE MEETING July 21, 1993 4pm rm 472 State Structure Working Group Additional issues to be considered: I. State Selection Process (Don & Catherine) A. What is the process for grant distribution? B. What should be in state plan and who will evaluate it? 1) Drafting model state structures? 2) Is it legal to set up a state commission without state legislation? C. What kind of communication will there be between state and Governors? 1) State by state outreach programs? (Mike) D. What training and technical assistance will be available to the states? 1) Regional mtgs? 2) Staff development? 3) Personal training on state level? II. Lead Agencies A. Get state legislative models B. Look to non profit organizations as lead agencies for flexibility and short term advantages (transition option?) 1) Is it legal? 2) How feasible? C. Get Federal reps to deal with states? III. Laws and Regulations A. What is important to be included in regulations on the program side? (Catherine) B. Consistency with policy guidelines needed IV. Federal V State Employees A. Classification of employees for state workers B. Individual state merit awards vary greatly (Mike) V. Fiscal (Judy) A. What are the resources for the budget? (Catherine) B. Look at capacity for fiscal issues C. Get up-to-date list of state auditors 1) Look at differences in auditing by state ACTION MEETING Regional Grant Offices July 20, 1993 Sarah, 3:15pm rm. 500 E Here is a draft of the notes from ] I. Regional Office Organization yesterday's meeting. I'm still trying to *see chart figure out the chart ? ?s Tina II. Interaction with State Offices *State offices act as intermediary between regional offices and grantees *Grant offices provide ongoing training for state offices III. Major Responsibilities of Regional Offices A. Application and Approval Process *Establishes correct funding levels *Negotiates grants through state office *Ensure proper allocation of funds *Makes recommendations to the regional office *Deals with financial mismanagement (problems go to the Inspector General) B. Negotiation of Budget *State offices handle review of budget *State offices submit application to regional office (regional office then approves of paperwork) *Time period from application to receiving grant-180 days Further comments: -training and technical assistance needed for fiscal and management efficiency -fiscal people needed at meetings C. Cash Disbursement *Handle grantee requests for funding, advances, reimbursements *Reviews Financial Status Reports D. Difficult Problems/Time Consuming Tasks *Reviewing grants *Problems with grants IV. Communication with Grantees/Organizations *Two phone lines *Govt and Fiscal staff *Project Directors V. Advantages of Regional Offices *Teamwork *Experts at the fiscal level *Liaison between state and federal offices *Provide support for the State VI. Concerns/Comments *Need more staff *Redo current automated fiscal management system *Training for regional offices *Need more computers *Concerns about civil service status JUL 20 '93 05:06PM NAT'L GOVERNORS'ASSOCIATION NATIONAL Roy Romer Raymond C. P.1/3 Scheppsch Governor of Colorado Executive Director GOVERNORS Chairman Hall of the States ASSOCIATION Carroll A. Campbell Je. 444 North Capitol Street Governor of South Carolina Washington. D.C. 20001-1572 Vice Chairman Telephone (202) 624-5300 NGA FAX TRANSMISSION FORM DATE: 7/20/93 TO: FAX NUMBER: Sarah Whitman 456-6430 FROM: PATRICIA SULLIVAN 202-624-7723 (Commercial) 202-624-5313 (fax) NUMBER OF PAGES: 3 (including this page) REMARKS: Sorry for the delay! PLEASE CALL JACKIE HALL AT 202-624-5341 WITH ANY PROBLEMS. JUL 20 '93 05:07PM NAT'L GOVERNORS'ASSOCIATION P.2/3 July 20, 1993 MEMORANDUM TO: Sarah Whitman FROM: Patty Sullivan OF RE: Possible preparatory activities to assure timely implementation of the National Service Trust Act I've listed below a number of activities that can be completed during the next few months that will help lay the groundwork for the implementation of the National Service Trust Act from & state perspective. 1) Continued outreach between the Office of National Service and the nation's Governors. Special efforts should be made to engage Governors other than Romer, who will be leaving the NGA chairmanship in August of 1993. Perhaps efforts could be targetted on lead states or others identified by the Commission as strong service states. 2) Development of basic information to educate Governors' staffs on the mechanics of the National Service program. This effort would build on the current materials that have been distributed during the legislativo process and could include a short "implementation guide" that would lay out the specific steps that need to be taken by a Governors' office. Such materials should be developed jointly by the NGA, the Office of National Service and where appropriate, the Commission. 3) Convene a working group of governors' staff from interested states to help identify the potential barriers to the timely lementation of the National Service program. The Commission could again help to identify states and individuals that would serve on such a working group. Based on the lessons learned from the existing programs, the group could help anticipate the potential problems in implementation and assist in working out some of these problems in advance. NGA could convene the working group from the Governors. JUL 20 '93 05:07PM NAT'L GOVERNORS'ASSOCIATION P.3/3 Sarah Whitman p.2 July 20, 1993 4) Work with the National Conference of State Legislatures, the State Budget Officers and other state related groups LO Identify potential barriers to implementation from a more technical perspective. For example, what sort of model memorandum of understanding exist between state agencies that have helped to facilitate transfer of funds within state agencies. 5) Develop a long-term strategy to develop broad-based support for the National Service program among the governors. NGA will continue to keep the governors informed on the progress of the legislation and then the implementation of the program. Efforts will also be made to include national and community service as an agenda item at NGA meetings, Informal technical assistance will be provided to encourage governors to incorporate service programs into larger initiatives. ROBERT R. MCCORMICK TRIBUNE FOUNDATION 435 N. MICHIGAN AVENUE, SUITE 770 CHICAGO, ILLINOIS 60611-4041 312/222-3512 NEAL CREIGHTON President and Chief Executive Officer July 13, 1993 C. Richard Allen Deputy Assistant to the President Office of National Service The White House Washington, D.C. 20500 Dear Mr. Allen: Just a note to follow up on our short conversation when I visited the White House last month with the group from Americans for National Service. If you will remember, we talked about an idea that our Foundation has under consideration for funding. The concept is to develop a model plan for a state to work with the new Corporation that will be established under the pending legislation for National Service. We would use Illinois as the model and have informally discussed this with the Governor. Of course, there is not much we can do until the actual legislation passes on the Hill. Tentatively, we have discussed an initial meeting of key people in Springfield early in 1994, followed by a conference at our center just west of Chicago several months later. At the conference, we would present a draft plan for discussion. Following the conference we would publish a revised plan as the model. Hopefully, this would be the plan that Illinois would use and it could serve as a guide for the other states. Participation by your office in all phases of the project would certainly enhance the chance that the outcome would be something useful for the country. I called Sara Whitman as she requested shortly after our visit to the White House. She said she would get back to us at the appropriate time. I imagine that most of your efforts now are directed toward the passage of the legislation. We wish you success in that endeavor. I appreciate the time you took to brief us when we were in Washington. And, we look forward to working with you in the future. Sincerely, Neal Creighton THE WHITE HOUSE WASHINGTON sent 7/16/93 July 15, 1993 Mr. Neal Creighton Robert R. McCormick Tribune Foundation 435 N. Michigan Avenue, Suite 770 Chicago, Illinois 60611-4041 Dear Neal: Thank you very much for your kind letter. We are, of course, thrilled by the generous interest of the McCormick Foundation in helping to make Illinois a national model for the relationship between a state and the new Corporation for National Service. Although you correctly surmised that much of our attention is focused on the current Congressional consideration of the national service legislation, we also have begun internal consideration of a variety of critical strategic planning issues for the future, including those related to developing effective state commissions. We will be having the next in a series of internal discussions on that issue in the middle of next week, and I would accordingly look forward to calling you on Friday, July 23, to discuss the subject further. Once again, thank you for your interest and leadership. Very truly yours, S/CRA C. Richard Allen Deputy Assistant to the President Deputy Director, Office of National Service 07/08/93 18:17 202 724 0607 CNCS #2 1 002 SUMMARY OF STATE IMPLEMENTATION COORDINATION MEETING Thursday, July 8, 1993 It was agreed that the Commission would do the following: 1. Produce by Monday, July 12 an updated list of all grantees in the states for FY 93. 2. Art Ochoa would continue to work on draft of a letter to be sent to the Governors from Eli Segal. Art will share a rough outline of the letter with the group by July 21. The letter will be sent very soon after the signing of the legislation 3. Youth Service America, a Commission grantee, will produce five state case studies of the planning/implementation/oordination/subgranting proces under the National and Community Service Act of 1990. These will be completed by the end of August and the information revealed will be passed along to the Governors as "best practice" models. It was agreed that CTION/Janet Green would do the following: 1. Contact Trish Thompson at the Commission to set up a meeting about Abt research data collection (she is expecting the call). 2. Redrait the letter from Eli to State Action Directors to reflect, in particular the morning's discussion about avoiding the appearance of "stepping on the toes" of state and local service policymakers and program people. It was further agreed that SaraWhitman would convene the group again, at a time and date to be determined. The meeting should include a representative from POLF. State Structure 1. What are the functions now handled by the ACTION state offices? Strengths and weaknesses? Ability to handle (or cooperate with) federal presence at the state level called for in the legislation? 2. The Commission on National and Community Service operates through state lead agencies. Are these effective transition mechanisms to the new state commissions? Are there other entities that could handle the transition more effectively? 3. What are the responsibilities of the corporate representative in the state structure and what is the overall relationship between state commissions and the corporation beyond the statutory requirements? (eg., What information about the programs will the states need to report to the corporation? Will the commissions assist local programs in meeting their matching requirements?) 4. How do we best inspire each Governor to create state commissions quickly and pick the best board members? 5. What resources do the states need to get established (money, technical assistance)? 6. Do we have these resources? Where can we get them? 7. How do we avoid fraud at the local level? How do we make sure that money is being spent well and that certain programs do not get preferential treatment? current ficit) Who is watching K-12? yareas ONS Chris laura, Dana Mel, Bob Judy Denny ,Areuza, Ochoa, Terry Janet State Structure 7/7/93 1) ACTION believes it's state offices can staff Federal function in states. Next w/c will do state by state next wk (staffing) Money moves at regional levels - not state 2) CNCS sees State Comm being staffed from lead agencies. 4 State commission. Their knowledge of which lead agencies are goal & which aren't is anecdotal YSA study now due Oct /Nov. Case studies in Aug, Next CNCS will advance (rush) which states are week bad. 3) Patty will (NGA) will / ook at fiscal processing (how to get fed funds into dont of state) niving Freezes, commission creation (quasi-exec delegation, tc) problem, Need bad agency N. re whether eg. Ed Next wr Dept can do Public safety program. CNCS will do Denny (IG) will look into states' reps for Next WK handling fed funds 4) Janet's letter has 8/27 due date to ACTION, state lead State voluntarism, will be an assignment Summary memo SHW MEMORANDUM Date: June 22, 1993 From: Sarah Whitman To: Rick Allen John Briscoe Mel Coles Bob Currie Jack Lew Terry Russell Shirley Sagawa Eli Segal Jeff Watson NGA Representative Subject: State Structure working group meeting for the Office of National Service Thank you for agreeing to come to the "state structure" working group meeting on Monday June 28th in the OEOB room 145 from 4:00 - 5:30. Deciding how we structure our state offices and how they interact with the corporation is a vital piece of the strategic plan, and I appreciate your taking the time to help us work through the issues. I have attached a list of questions that we will want to address in the meeting. I would appreciate it if you would notify me if there are any additional questions that you feel need to be discussed during the meeting so that I can add them to the agenda. Since I will be out of town tomorrow, you should fax any suggestions to the office at 202456-6420. Thank you for your help. State Structure 1. What state entities exist now both for both ACTION and the Commission on National and Community Service? What is their role? What are their strengths and weaknesses? How will they interact with or overlap with the state commissions? 2. How will ACTION's and CNCS's state offices and other existing state structures act as transition mechanisms to the state commissions? 3. What are the responsibilities of the corporate representative in the state structure and what is the overall relationship between state commissions and the corporation beyond the statutory requirements? (eg., What information about the programs will the states need to report to the corporation? Will the commissions assist local programs in meeting their matching requirements?) 4. How do we best inspire each Governor to create state commissions quickly and pick the best board members? 5. What resources do the states need to get established (money, technical assistance)? 6. Do we have these resources? Where can we get them? 7. How do we avoid fraud at the local level? How do we make sure that money is being spent well and that certain programs do not get preferential treatment? 07/07/93 15:39 202 724 0607 CNCS #2 5 001/003 The Commission CNCS on / National and Community Service Facsimile Transmission The National Press Building, Suite 452 529 14th Street, NW Washington, D.C. 20045 Phone: (202) 724-0600 Fax: (202) 724-0608 Please deliver to: Sarah Whiteen Organization: ONS Fax Number: Phone Number: From: Teny /ArtOchoa Date: We are transmitting a total of 3 pages, including this cover page. Re: Please Note: The information n contained in the facsimile message is privileged and confidential. and is intended only for the use of the individual named above and others who have been specifically authorized to receive it If you are not the intended recipient. you are hereby notified that any dissemination. distribution. OI copying of this communication is strictly prohibited. If you have received this communication in error, or if any problems occur with the transmission, please notify us immediately at the telephone number above. Message: see you at 4:00pm 07/07/93 15:39 202 724 0607 CNCS #2 1 002/003 CERVE AMERICA CONDESTING ON CNCS NATIONAL & CORDITION THANK Cov MISSION ON NATIONAL AND COMMUNITY SERVICE To: State Sts ucture Planning Committee From: Terry Russell, General Counsel Date: 7/7/93 Re: State in plementation issues After our last meeting, I had discussions with Commission staff, Youth Service America (YSA), and the National Governors' Association (NGA) about problems and opportunities related to the transition from state lead agencies to state commissions. Below are some preliminary thoughts on what the our State Structure Planning Committee identified as the big transition issues. Structures for State I nplementation of Legislation While the issue of which "ideal" state structures, either currently existing or to be created, would most smoothly effectuate the transition to the new state structure called for in the legis lation is an interesting one, the reality is that in almost all cases, the current state lead agency will be the entity to oversee the transition to the state commission. Since one of our main goals is a speedy and effective transition, it would not be in our best interest to ask states to abandon their lead agencies and designate another transition entity. This would delay the transition process, and in some cases it would involve difficult political battles, as well as regulatory and statutory changes. Current state lead agencies are the right entities to implement the state commission structures. Lead agencies have existing relationships with other state agencies and officials. In addition, they are also networked with local and regional governments, and state and local nonprofit organizations. Early outreach to these kinds of constituencies is essential to building an effective state commission. There will be, however, cases where a Governor may wish to designate an alternative transitional agent. Governors should be informed of this possibility in a letter from the newly formed Corporation to Governors that discusses the states role in implementing the legislation and outlines principles of best practice for state planning and development. 529 14th Street, N.W. Suite 452, Washington, D.C. 20045 202/724-0600 Fax 202/724-0608 07/07/93 15:40 202 724 0807 CNCS #2 1 003.003 Resources Available for State Transition Efforts We need to ensure that current state lead agencies have the adequate resources and assistance to plan and execute the transition. Perhaps the single most important way we can insure effective and timely transitions to state commissions is to provide adequate technical assistance to the states. Technical assistance could include an implementation guide (currently being discussed with NGA), regional and/or national meetings for the transition entities in the states, conference calls, etc. The overall TA team should include Corporation staff and Board, NGA (and other national association representatives), national nonprofits including Youth Service America and the Points of Light Foundation. This would also increase the likelihood that the TA would cover all key transition areas. Although no one has ever made this transition before, the study of some current state structures may prove useful in identifying what other kinds of assistance is necessary. We have asked Youth Service America, a Commission grantee, to step up its technical assistance research. YSA has agreed to deliver to us, by the end of the summer, case studies on the implementation of the National and Community Service Act in five states. We expect these studies to provide information that will be useful to us in helping states make the transition to the state commission structure. Also, these studies may reveal how other states have used in-state resources to their advantage in implementing the National and Community Service Act. Challenges The biggest challenge is going to be dealing with state statutes and regulations regarding the format of new entities. These regulations and laws may require lengthy processes, or they may prohibit or severely restrict the development of the state commissions. In most, if not all states, there is the need for enabling legislation for state commissions, as well as laws and regulations that govern the appointment of Board members. State budgetary constraints may make the creation of a new enlity politically difficult for a Governor or legislature. In addition, a lack of funds may have produced a hiring freeze that would prevent knowledgeable staffing of the new state commission. Also, since state legislatures must "reappropriate" federal funds, this may slow down the implementation process. The key to a successful transition to the new state commissions is providing technical assistance to the state lead agencies quickly, when the transition planning in the States is beginning. We must be able to provide direction and assistance to the states at both the staff and elected official levels. FEDERAL THE DOMESTIC ACTION VOLUNTEER AGENCY ACTION 1100 VERMONT AVENUE, NW WASHINGTON, DC 20525 . U.S.A. July 6, 1993 Ms. Sarah Whitman Office of National Service The White House Washington, DC 20500 Dear Ms. Whitman: The enclosed materials are in response to requests made at the close of the meeting on state structure last week. These were developed by Mal Coles. We may bring some further information to the July 7 meeting; however, this enclosure will be the foundation for any additional comments. Please let me know if further specifics are needed. Thanks. Sincerely, Danc Dana Rodgers Executive Officer Domestic and Anti-Poverty Operations Enclosure CC: Gary Kowalczyk, Acting Director ACTION'S MISSION To stimulate voluntary citizen participation in addressing the needs of American communities, particularly those of the poor, the disadvantaged and the elderly JUL-06-1993 12:33 FROM ACTION REGION I TO 8 202-606-4921 P.03 QUESTIONS FROM JUNE 28, 1993 STATE STRUCTURE MEETING Q.1 What are the functions now handled by the ACTION State Offices ? Strengths and weaknesses ? Ability to handle (or cooperate with) federal presence at the state level called for in the legislation. A.1 For functions, see Attachment A. For strengths/weaknesses see Dana Rodgers listing of June 28, 1993 ( Attachment B.) Regarding ability to cooperate with federal presence at the state level, the ACTION State Offices provide a national network capable of providing technical assistance to both emerging state commissions and new Corporation grantees as well. Q.2 Are the current lead agencies through which the CNCS currently operates effective transition mechanisms to new state commissions ? Could other entities handle the transition more effectively ? A.2 Although this would necessarily require a state-by-state review in order to assess current capacity, it is assumed that the present lead agencies would be preferred vehicles. Possible shifts could be envisioned in some states (e.g from Department of Employment/Training to Department of Education or vice versa) if the availability of funds in a particular one of the four program areas prompts a rethinking of a state's priorities. JUL-06-1993 12:34 FROM ACTION REGION I TO 8 202-606-4921 P.04 p.2 Q.3 How do we best inspire each Governor to create state commissions quickly and pick the best board members ? A.3 Probably best addressed from the vantage point of enlightened self interest. In particular, Governors will be positively inclined to elevate the stature of a state commission if its purpose is seen to reenforce the priorities and goals of his/her administration. As well, the total amount of Corporation funds available in a given state will influence gubernatorial commitment. Q.4 What resources do the states need to get established (money, technical assistance) ? DO we have these resources ? Where can we get them ? A.4 The best resource base would be technical assistance from states that have already established up-and-running commissions. Representatives from these commissions could conduct technical assistance workshops on a regional basis for other states involved in the commission development process. These experienced representatives could include, as appropriate, individual state commissioners, lead agency staff and ACTION State Directors. As well, planning grants could supplement commission start-up activities. Q.5 How do we avoid fraud at the local level ? How do we make sure that money is being well spent and that certain programs do not get preferential treatment ? Q.5 In addition to the provisions of the legislation that specify the role of the Corporation's Inspector General, fraud and preferential treatment situations can be minimized by the structuring of state commissions that have the broadest and most diversified composition. This checks and balances system would be further reenforced by prohibiting the awarding of commission funding to any organization or agency that had a representative on the state commission. JUL-06-1993 12:34 FROM ACTION REGION I TO 8 202-606-4921 P.05 p.3 Q.6 Responsibilities of Corporation Representative in the state structure. Q.6 As a voting member of a state commission, the corporate representative will play a pivotal role in its "steering not rowing" approach to awarding and administering Corporation resources. As well, the corporate representatives can be critically instrumental in the process of determining the type and scope of data and information retrieval systems that funded programs should provide to individual state commissions. On the matter of matching funds, it is problematic how state commissions, as primary funders, could also assist local programs in meeting this requirement. JUL-06-1993 12:34 FROM ACTION REGION I TO 8 202-606-4921 P.06 ATMCHMENT DRAFT DRAFT DRAFT DRAFT DRAFT DRAFT CORPORATION ON NATIONAL AND COMMUNITY SERVICE STATE STRUCTURE ISSUES I. CURRENT ACTION STATE OFFICE FUNCTIONS AND SUGGESTED ADDITIONAL ONES TO BE INCLUDED IN CORPORATION STATE OFFICE: A. NETWORKING AND REPRESENTATION: - Identification of key resources and providers that can be instrumental in furthering Corporation goals. - Promotion of public awareness of Corporation mission and goals through contact with media, personal appearances and presentations at public events. - Liaison with Governor's Office and major organizations, agencies and groups in effort to develop roster of nominees for State Commission. - Leveraging financial resources to augment successful initiatives. B. PLANNING: - Retain ACTION State Office function to develop annual State Plan for utilization of current categorical programs (Current Year Operating Plan.) - Assist State Commission in development of three year strategic national service plan and its annual updating. JUL-06-1993 12:34 FROM ACTION REGION I TO 8 202-606-4921 P.07 ATTRAMENT A R2 p.2 C. PROJECT DEVELOPMENT - Interfacing with current ACTION categorical program sponsors and grantees to enhance optimal development of new Corporation initiatives. - Identification of current programming models that can be replicated within a state. - Dissemination of information on Corporation programs to prospective grantees. D. PROJECT MONITORING - Establishment of project monitoring system, including on-site visitations and written reporting procedures, designed to promote successful programming outcomes and to enhance quality control. - Implementation of fiscal monitoring and review system designed to provide both safeguarding of Corporation's financial resources. E. PROJECT SUPPORT AND TECHNICAL ASSISTANCE - Provision of assistance to State Commission and projects in design of a recruitment, placement and information dissemination system for service applicants. - Design and delivery of training for servers, volunteers, project staff and sponsor/grantee Boards of Directors. - Provision of technical assistance to applicant organizations seeking funding through the State Commission. F. HUMAN RESOURCE MANAGEMENT G. OFFICE MANAGEMENT AND FINANCIAL MANAGEMENT JUL-06-1993 12:35 FROM ACTION REGION I TO 8 202-606-4921 P.08 ATTACHMENT B ACTION STATE PROGRAM OFFICES STRENGTHS AND WEAKNESSES State Program Offices have responsibilities which include networking and representation, project development, project support and project oversight. NETWORKING AND REPRESENTATION Comprehensive knowledge of volunteer and service activities in the State. - Know many/most of major players in volunteerism and service, usually on a working Basis. Knowledge of areas of program concern (such as health, education, substance abuse, senior programs) based on experience developing volunteer projects addressing these areas. Advocate volunteerism/service in State (media, personal contacts, attendance at relevant events). - Experience working closely with Governor's office. - Experience bringing different persons/groups together from diverse backgrounds for joint programs/project development. - Leveraging financial resources to augment successful initiatives. PROJECT DEVELOPMENT - Location in State makes State staff accessible, knowledgeable about needs/realities in State. - Knowledge of ACTION projects enables State Office to provide accurate, relevant information to prospective grantees. Ability to provide common-sense, knowledgeable review of proposed grants/projects. JUL-06-1993 12:35 FROM ACTION REGION I TO 8 202-606-4921 P.09 B R2 PROJECT SUPPORT Accessible for project site visits for technical assistance, monitoring, training, etc. Either takes lead or works with Regions in providing training for VISTAs. Conducts annual training conferences for OAVP Project Directors in State, and participates in periodic regional training conferences. PROJECT OVERSIGHT - Conducts periodic monitoring site visits to assure compliance with Agency/Federal requirements. Provides constructive assistance to Project Directors and follows up. - Reviews grant fiscal documents, periodic project reports, etc. WEAKNESSES - Does not have authority to approve projects, or to waive requirements of policy (most now in Headquarters). - Does not have capability to award grants (grants units are in regions). - Not completely automated (not yet networked into regions and Headquarters). -Actica ****DRAFT**** THE WHITE HOUSE WASHINGTON July 7, 1993 MEMORANDUM TO ACTION STATE DIRECTORS COMMISSION STATE LEAD AGENTS STATE OFFICES ON VOLUNTEERISM FROM: ELI J. SEGAL DIRECTOR, OFFICE OF NATIONAL SERVICE SUBJECT: Assessing Volunteer Activity at the State Level The President's National Service Initiative will bring together the outstanding programs of ACTION and the Commission for National and Community Service and integrate them into an exciting, new Corporation for National Service. This Corporation will provide a broad portfolio of volunteer and service learning opportunities at the national, state, and local level. The legislation for the Corporation is enjoying the support of many active sponsors and is expected to pass within this session of Congress. However, as we think toward the future, we must begin to consider the placement of a mammoth influx of new volunteers. The current legislation calls for 25,000 full-time volunteers in FY 1994, although the level of resources and number of volunteers that will be funded has not been finalized. To begin this process, I would ask the ACTION State Director, as there is one in every state, coordinate a state task force consisting of the ACTION State Director, Commission State Lead Agents, the Director of the State Office on Volunteerism. It is vital that you begin discussions about the future directions for the Corporation, specifically identifying what opportunities exist or can be created for the placement of full-time volunteers in your state. We are particularly interested in your state's capacity to absorb full-time volunteers into one of four areas called for by legislation: education; environment; health and human needs; and public safety. I have attached some areas of discussion which might be helpful to use as guidelines. Please try to cover all of them, but certainly, do not let them limit your flow of thought. We would like to receive your recommendations in writing no later than August 26, 1993. As always, if you have any questions related to this activity, please do not hesitate to contact Janet V. Green or Laura Gassner at the White House Office of National Service at (202) 456-6444. Thank you for all your assistance and hard work and we look forward to hearing from you. Discussion Areas The following are provided only as guides and are not meant to limit your flow of thought. Please keep in mind that this is a work in progress and is not intended to be a final "wish list" for your state. We will be contacting you once we receive your written comments to hold further discussions. A. Please discuss with each other the degree that you could expand your programs next year with growth in VISTA as well as other full-time volunteer programs. 1. How many new volunteers can your state accommodate? 2. In which areas (i.e., education, environment, health and human needs, and public safety) are these volunteers needed the most? 3. How many full-time volunteers can be accommodated in each area? Part-time? SOUNDS 4. The legislation calls for a match of federal dollars and equal private monies -- realistically, what activities could your state support? match B. Additionally, if there are new areas that you would like to develop in terms of grantees or new types of volunteer roles, please provide us with that information as well. 1. Are there other areas of unmet needs into which you could expand full-time volunteer services? 2. Is your state currently providing unique services through a program that you feel could serve as an example for other states who have yet to meet such needs still unmet in their states? Please provide examples of these programs and any relevant information about them. C. What types of recruitment, evaluation, or technical assistance could your state use to gauge program evolution and development? Please return by August 26, 1993 to the address listed below: Janet V. Green or Laura Gassner White House Office of National Service Old Executive Office Building Room 145 Washington, DC 20500-0145 rogram Name I Filename: STATESBL.XLS Program Name Number of Volunteer Slots Average Number of Vols. Per Term Required Age of Volunteers Age of Volunteers Females (%) Males (%) African-American (%) Hispanic (%) Asian (%) Native American (%) Caucasian (%) Other (%) High School Students (%) College Students (%) Graduate Students (%) Non-Students (%) Eligibility Requirements Page 1 Stipend Range Post-Service Benefit Range Specific Use for Benefit Scholarships Available Job Counseling/Follow-up Time Commitment by Volunteers Length of Volunteer Term Average Length in Program Volunteer Term Limitation Educational Projects Environmental Projects Health Projects Public Safety Projects Projects with Other Focuses Year Established Length of Program Program Cost per Volunteer Program Cost per Volunteer Hour Annual Budget County/Municipal Funding State Funding Federal Funding Last Updated: 6/28/93 Fee-for-Service Contracts Private Contributions Comparable/Competitive projects Last Evaluation How often evaluated PennSERVE / PA Corps TEL: 717-787-9458 Jun 16,93 7:31 No.001 P.01 PennSERVE: The Governor's Office of Citizen Service Department of Labor and Industry 1304 Labor & Industry Building Seventh & Forster Streets Harrisburg, Pa 17120 Phone: (717) 787-1971 or (717) 787-7290 FAX: (717) 787-9458 DATE: 6/16/93 TO: Sarah Wentworth Telephone: OFFICE ONS FAX# 202.456.6420 FROM: John Briscre Telephone: OFFICE BRIEF MESSAGE: NUMBER OF PACES NOT INCLUDING TRANSMITAL SHEET PennSERVE / PA Corps TEL: 717-787-9458 Jun 16,93 7:31 No.001 P.02 PennSERVE The Governor's Office of Citizen Service 1304 Labor & Industry Building Harrisburg. PA 17120 717.787-1971 nr 7290 FAX 787-9458 TO: Sarah Wentworth (Did I get your name right?) ONS FROM: John Briscoe RE: Setting Up the Corporation WOW! You have taken on a substantial responsibility. Given the delightfully flexible nature of most of this legislation there is going to be great scope for creative structuring and administration of this beast! Here 1s my memo to Gene Sofer on the legislation and a long-age one to Rick Allen I would love to be of assistance but I bring far more questions than answers to the field! 1 also bring a nasty schedule over the next couple of weeks, but I'll call to see 1f 1 can help! PennSERVE / PA Corps TEL: 717-787-9458 Jun 16,93 7:31 No. .001 P.03 PennSERVE The Governor's Office of Citizen Service 1304 Labor & Industry Building Harrisburg. PA 17120 717-787-1971 of 7290 FAX 787-9458 May 20, 1993 TO: Gene Sofer House Education and Labor Committee FROM: John Briscoe RE: Suggestions For H.R. 2010 National Service Trust Act of 93 This is Part I my response to your kind invitation to put my suggestions into written form. I will polish this up and take a first crack at some "report language" over the weekend, but I wanted to get this off to you in case you are workaholic enough to take things with you over the weekend. Congratulations on the Economic Package vote yesterday! There are three areas in which I have concerns: I. STATE COMMISSIONS: II. REINVENTING GOVERNMENT: III. PROGRAM FOCUS/LEVERAGE: I. STATE COMMISSIONS: I. State officials should be voting members of State Commissions. State Commissions must be more than distribution centers for federal funds. They must have the capacity to attract, influence, direct and spend state - and private - funds. "That's where the money 1s!" B.G. Pennsylvania will spend more than $7 billion of state money on education. If we are going to ask state officials for a piece of this money we want them to be real players on state commissions and therefore they need to be voting, albeit minority members. II. State Commissions should have the explicit right to raise, PennSERVE / PA Corps TEL: 717-787-9458 Jun 16,93 7:31 No.001 P.04 control and spend "private" money through the establishment of a foundation or other appropriate non-profit. The Corporation is built around the concept of reinventing government and public-private partnerships. Although it is possible for foundations and corporations to give money to state governments, getting it in and out is a pain and few donore are very interested in doing it. It is perhaps worth noting that California, Massachusctts, Maryland and Pennsylvania have all found ways to build non-profit organizations into state government in order to solve this problem and to provide for flexible and prompt sources of money. III. The State Commission should be the sole applicant within a state, Under the current draft both non-profits and higher educational institutions can circumvent the State Commission and go directly to the Commission. Why go to the trouble of building this rather elaborate state structure with its interesting possibilities of attracting state support and then as soon as anyone complains about -- in anticipation -- allow people to run around it to Washington. There really is some synergy involved in requiring a state plan and demanding that applicants flow through it. At least they all get on the same mailing list! I encourage you to take us State Commissions seriously; try us for a couple of years and then if we turn out to be hopeless, scrap us, but don't take our power away and then complain when we can't produce a workable and comprehensive state plan. IV. The 5% Administrative Cap is unrealistic. Creating community service and service-learning programs is information and people intensive. It demands training, support, evaluation, persuasion and promulgation. Even the 15% in Serve-America that is allowed for administration, training and evaluation is low. Tf you're serious about reinventing government you ought to be getting rid of this kind of nit-picking- tie-them-up-in-administrative-knots kind of legislating. You ought to be telling us what you want and holding us responsible for delivering it and then we'll tell you how much "administration" it will take. II. REINVENTING GOVERNMENT: I. Aside from the soft rhetoric in purpose 5 and perhaps some implications about the corporation's role there is precious little in this act about reinvented government --- in PennSERVE / PA Corps TEL: 717-787-9458 Jun 16,93 7:31 No.001 P.05 particular I note that there is nothing about relnventing State Government upon whom you are depending for 2/3 of your administration/funding. Example: I. The Commission on National and Community Service approves a grant budget with travel funds in it for PennSERVE. Does that mean I can travel when and where I want to provided I stay within my budget? No, of course not! I have to get every request for out-of-state travel approved separately and I am not infrequently turned down even when doing it with Commission funds, II. If I have grant money for printing something I can't take it out for contract, but have to go through state printing where the waiting list is normally 4 months. I don't know how far you can go with statute language on this, but I strongly urge that Report Language direct the Corporation to use the fact that federal regulations normally over-ride state ones, to really blow holes in the Pennsylvania Administrative of 1929 under which I operate. I also urge you to let the State Commissions establish foundations to create the flexible possibility of escaping the clutches of long ossified state bureaucratic procedures. Finally, ask the Vice-President's Committee to take on the new Corporation as a case study on how to create a non-bureaucratic state agency from scratch! III. PROCRAM FOCUS/LEVERAGE: I. There is language in the bill which allows the Corporation to "focus" National Service Efforts, but little indication that they seriously want to do SO. I believe that focussing efforts to provide for synergy and win us some early victories will go far to solve the "such sums as may be problem for the "out-years. Once again I suspect that this is an area for report language and future oversight, with one exception: The criteria for evaluating proposals language --both for states and [UI locals -- could be strengthened by adding a clause which specifically mentioning the importance of focus at the state level and perhaps responsiveness to the nationally established foci. (1'll try something by way of report Language on this!) CC Jack Lew Marty Rodgers I'am Sander (A:genesofr,doc) / Action Crt list where shout of Resaurces how does heat 2 Patty lead Agence the in with Acnew / week 3 List agencies c/ Problem tead what you are clary ? - Two Coup bites State plan - Provision of anisstance - Can detains ability of state action offices A Qe take an Slaffy pucluse la state Commussions - member plan of Cann Rep' Coup, help dealt shalepic B Fulfill pclual Role - Commission so off and hire new stall or Aenon stall from offices - Do age 47 flices have aboility - Does man parce exist Yes they also need deceased from wesh. - these are not cost centus > Regiens are cost centas Teny State Commissions state lead agency Cen stall State commission - institutional progrem hnowledge Stall from state Slendpoint - State by State cen had ant whose have heles ACTION Capacity -Queshen CNCS- - General idea what States wash well ! which cres do not YSA - Frank Slohig lase Studies / Questions and le au his ngut agency to cany at programs 2. lead Agency's transitional vehicles Need Systematic Survey - - Patty Sullivan -Stant ul list of States - loch at pseal process - She will tell cs- Action Lemmussing Skete Ollies Volenteees Janet letter going at Eli to all DAction State Preetous 2 2 as Camm Good your 3. Ga Office ash parter what Whe to do when here are in met needs in each of hea slates - letter will ash have may valuateus Janet/laina - hnal mapt of he letter - Rt logeher Calalyn slate idention programs meet are evisting YSA Study August 27th August National Crituria Gov. Agenda /NGAI Fileral Patty - list States have due Shout them bissy-bach 2 makeng sure procedures in States do not have 1. Stall by Shale Cap. 2, Robern areas had Using 3. NGA - Patty Sceller 1 Q 3 Shout to 4. Comm. Revew. 5. Privale Sector Mancy mayors capable - Files Sheete by state to see what enganeis dong Terry - lawyer -handles cong. relations - tailing independed tach - worried is people being able to apply Nat Lo States - have an avalance of Pan Gips Ruby - Natalie Augustin Reg Rosabemy Jessica - Budjet 40 million 20 million CCC money net been obligated Dich Jessica: A'F -locating Space Slarly Fash TodoList QUESTIONS FROM JUNE 28, 1993 STATE STRUCTURE MEETING Q.1 What are the functions now handled by the ACTION State Offices ? Strengths and weaknesses ? Ability to handle (or cooperate with) federal presence at the state level called for in the legislation. A.1 For functions, see Attachment A. For strengths/weaknesses see Dana Rodgers listing of June 28, 1993 ( Attachment B.) Regarding ability to cooperate with federal presence at the state level, the ACTION State Offices provide a national network capable of providing technical assistance to both emerging state commissions and new Corporation grantees as well. Q.2 Are the current lead agencies through which the CNCS currently operates effective transition mechanisms to new state commissions ? Could other entities handle the transition more effectively ? A.2 Although this would necessarily require a state-by-state review in order to assess current capacity, it is assumed that the present lead agencies would be preferred vehicles. Possible shifts could be envisioned in some states (e.g from Department of Employment/Training to Department of Education or vice versa) if the availability of funds in a particular one of the four program areas prompts a rethinking of a state's priorities. p.2 Q.3 How do we best inspire each Governor to create state commissions quickly and pick the best board members ? A.3 Probably best addressed from the vantage point of enlightened self interest. In particular, Governors will be positively inclined to elevate the stature of a state commission if its purpose is seen to reenforce the priorities and goals of his/her administration. As well, the total amount of Corporation funds available in a given state will influence gubernatorial commitment. Q.4 What resources do the states need to get established (money, technical assistance) ? Do we have these resources ? Where can we get them ? A.4 The best resource base would be technical assistance from states that have already established up-and-running commissions. Representatives from these commissions could conduct technical assistance workshops on a regional basis for other states involved in the commission development process. These experienced representatives could include, as appropriate, individual state commissioners, lead agency staff and ACTION State Directors. As well, planning grants could supplement commission start-up activities. Q.5 How do we avoid fraud at the local level ? How do we make sure that money is being well spent and that certain programs do not get preferential treatment ? Q.5 In addition to the provisions of the legislation that specify the role of the Corporation's Inspector General, fraud and preferential treatment situations can be minimized by the structuring of state commissions that have the broadest and most diversified composition. This checks and balances system would be further reenforced by prohibiting the awarding of commission funding to any organization or agency that had a representative on the state commission. p.3 Q.6 Responsibilities of Corporation Representative in the state structure. Q.6 As a voting member of a state commission, the corporate representative will play a pivotal role in its "steering not rowing" approach to awarding and administering Corporation resources. As well, the corporate representatives can be critically instrumental in the process of determining the type and scope of data and information retrieval systems that funded programs should provide to individual state commissions. On the matter of matching funds, it is problematic how state commissions, as primary funders, could also assist local programs in meeting this requirement. ATTACHMENT DRAFT DRAFT DRAFT DRAFT DRAFT DRAFT CORPORATION ON NATIONAL AND COMMUNITY SERVICE STATE STRUCTURE ISSUES I. CURRENT ACTION STATE OFFICE FUNCTIONS AND SUGGESTED ADDITIONAL ONES TO BE INCLUDED IN CORPORATION STATE OFFICE: A. NETWORKING AND REPRESENTATION: - Identification of key resources and providers that can be instrumental in furthering Corporation goals. - Promotion of public awareness of Corporation mission and goals through contact with media, personal appearances and presentations at public events. - Liaison with Governor's Office and major organizations, agencies and groups in effort to develop roster of nominees for State Commission. - Leveraging financial resources to augment successful initiatives. B. PLANNING: - Retain ACTION State Office function to develop annual State Plan for utilization of current categorical programs (Current Year Operating Plan.) - Assist State Commission in development of three year strategic Federal national service plan and its annual updating. role (not staffing the State commission) ATTEHMENT A p2 p.2 C. PROJECT DEVELOPMENT - Interfacing with current ACTION categorical program sponsors and grantees to enhance optimal development of new Corporation initiatives. - Identification of current programming models that can be replicated within a state. - Dissemination of information on Corporation programs to prospective grantees. D. PROJECT MONITORING - Establishment of project monitoring system, including on-site visitations and written reporting procedures, designed to promote successful programming outcomes and to enhance quality control. - Implementation of fiscal monitoring and review system designed to provide both safeguarding of Corporation's financial resources. E. PROJECT SUPPORT AND TECHNICAL ASSISTANCE - Provision of assistance to State Commission and projects in design of a recruitment, placement and information dissemination system for service applicants. - Design and delivery of training for servers, volunteers, project staff and sponsor/grantee Boards of Directors. - Provision of technical assistance to applicant organizations seeking funding through the State Commission. F. HUMAN RESOURCE MANAGEMENT G. OFFICE MANAGEMENT AND FINANCIAL MANAGEMENT ATTACHMENT B ACTION STATE PROGRAM OFFICES STRENGTHS AND WEAKNESSES State Program Offices have responsibilities which include networking and representation, project development, project support and project oversight. NETWORKING AND REPRESENTATION Comprehensive knowledge of volunteer and service activities in the State. - Know many/most of major players in volunteerism and service, usually on a working basis. Knowledge of areas of program concern (such as health, education, substance abuse, senior programs) based on experience developing volunteer projects addressing these areas. Advocate volunteerism/service in State (media, personal contacts, attendance at relevant events). Experience working closely with Governor's office. Experience bringing different persons/groups together from diverse backgrounds for joint programs/project development. Leveraging financial resources to augment successful initiatives. PROJECT DEVELOPMENT Location in State makes State staff accessible, knowledgeable about needs/realities in State. Knowledge of ACTION projects enables State Office to provide accurate, relevant information to prospective grantees. Ability to provide common-sense, knowledgeable review of proposed grants/projects.