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The original documents are located in Box B2, folder "Special Voter Groups - Senior Citizens (1)" of the President Ford Committee Campaign Records 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 Gerald R. Ford donated to the United States of America her copyrights in all of her husband's unpublished writings in National Archives collections.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. President Ford Committee 1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400 February 11, 1976 MEMORANDUM FOR: PFC LEADERSHIP FROM: FRED SLIGHT Director of Research SUBJECT: President Ford's Special Message on Older Americans In his recent special message to Congress, President Ford re- affirmed his commitment to the needs of older Americans, and to draw on their strengths in resolving the problems of America. He asked Congress to: " help our nation demonstrate by its deeds a deep concern for the dignity and worth of our older persons. By doing so, our nation will continue to benefit from the contributions that older persons can make to the strengthening of our nation. 11 President Ford noted that the single greatest threat to the quality of life of older Americans is inflation. His first economic pri- ority has been to fight inflation -- and his programs have cut nearly in half the double digit inflation experienced in 1974. But, he said, " the retired, living on fixed incomes, have been particularly hard hit, and the progress we have made has not benefited them enough. To meet this problem, President Ford has included in his budget request for 1977 a full cost of living increase in Social Security benefits, that will help bolster the purchasing power of 32 million Americans. Because the President is determined that the Social Security system will remain fiscally sound, he has also requested legislation to increase payroll taxes by three-tenths of one percent to cover these added costs. To alleviate the burden of catastrophic illness, President Ford has proposed: LIBRARY GERALD ? FORD * Extending Medicare benefits by providing coverage for unlimited days of hospital and skilled nursing facility care for beneficiaries. and Limiting the out-of-pocket expenses of beneficiaries for covered services, to $500 per year for hospital and skilled nursing services, and $250 per year for physician and other non-institutional medical services. The President Ford Committee, Howard H. Callaway, Chairman, Robert Mosbacher, National Finance Chairman, Robert C. Moot, Treasurer. A copy of our Report is filed with the Federal Election Commission and is available for purchase from the Federal Election Commission, Washington, D.C. 20463. --2- The President closed his message with the below statement which may best reflect his commitment to resolving the problems and making use of the talents of our older citizens: "Today's older persons have made invaluable contributions to the strengthening of our nation. They have provided the nation with a vision and strength that has resulted in unprecendented advancements in all of the areas of our life. Our national moral strength is due in no small part to the significance of their contributions." The President's special message on older Americans, and a fact sheet describing his programs, are attached. Attachments FORD is 038870 LIBRARY EMBARGOED FOR RELEASE UNTIL 12:00 NOON (EST) February 9, 1976 Office of the White House Press : ecretary THE WHITE HOUSE FACT SHEET THE PRESIDENT'S MESSAGE ON OLDER AMERICANS TABLE OF CONTENTS PAGE I. Social Security Amendments of 1976 1 Background 1 Description 2 Tax Increase for Employees/Employers 2 Tax Increase for Self-Employed 3 Cost Effects 4 Other Provisions 4 II. Medicare Improvements of 1976 6 Background 6 Description 6 A. Catastrophic Cost Protection for 6 DEBALO E. FORD LIBRARY Health Care B. Cost Sharing Modifications 6 C. Reimbursement Limits 7 Further Description of Elements of Program 7 A. Catastrophic Protection 7 B. Benefit Package 7 C. Cost Sharing 8 D. Provider Reimbursement 10 E. Cost Estimates 10 F. Number of Persons Covered 11 III. Older Americans Act 12 Description, by Title 12 THE PRESIDENT's MESSAGE ON OLDER AMERICANS The President's message to Congress today referred to two proposals dealing with income and health security for the aged and stated his continuing support for programs delivering services to the elderly under the Older Americans Act. I. SOCIAL SECURITY AMENDMENTS OF 1976 To assist in protecting the financial integrity of the Social Security system, the President is proposing to increase the Social Security Old Age, Survivors and Disability Insurance (OASDI) tax rate by 0.3 percent each for employers and em- ployees, and by 0.9 percent for the self-employed, beginning January 1, 1977. This increase would be divided between the OASI trust fund, which would receive 0.175 percent, and the DI trust fund, which would receive 0.125 percent. In addition, provisions are included to phase out benefits for 18-22 year old full-time students, to change the Social Security retirement test from a limit on monthly earnings to a limit on annual earnings with no change in the amounts in- volved, and to eliminate the payment of monthly Social Security benefits for the months before a person files a claim if future monthly benefits would be permanently reduced as a result. BACKGROUND The Old Age, Survivors and Disability Insurance (OASDI) trust funds are paying out more in benefits than their current payroll tax receipts. This is largely due to increased benefits in the past few years and payroll tax receipts, which have lagged be- cause of unemployment and slowed wage growth. In 1975, the expenditures of the OASDI program exceeded income to the program by $1.8 billion. Outgo is expected to exceed income by more than $4 billion in 1976. Under present tax rates, the OASDI funds will continue to pay out more than they take in in all subsequent years until they are exhausted in the 1980's. At present, it is possible to make up the shortfall in income by spending assets of the trust funds. Additional income is needed within the next few years, however, to prevent the trust fund assets from falling below an acceptable level --- and ultimately being exhausted. The following table illustrates the projected status of the combined OASDI trust funds under two different sets of economic assumptions if no additional revenue is provided to the funds: more 2 Status of OASDI Trust Funds-Present Law (Dollars in billions) 1977 Budget Assumptions 1975 Social Security Trustees Report Assumptions Assets Assets beginning of year beginning of year Calendar Income as % of outgo Income as % of outgo Year Minus Outgo during year Minus Outgo during year 1977 $-4.1 46% $--5.0 44% 1978 -4.3 37 -5.8 33 1979 -3.4 29 -6.2 25 1980 -2.6 24 -7.0 18 1981 -2.0 20 -9.0 11 To prevent the rapid decline of the Social Security trust funds over the next few years, the choices are either to restrain in- creases in retirement and disability benefits or to increase revenues. DESCRIPTION OF PROGRAM The President has included a full cost of living increase in Social Security benefits in his FY 1977 budget. To improve the future financial stability of the Social Security system, the President proposed, effective January 1, 1977, a payroll tax increase of percent each for employees and employers of covered wages. Also, the OASDI tax rate for the self- employed would be restored to a level equal to 1-1/2 times the employee rate. The current Social Security tax rate is 5.85% for each employee and employer of covered wages. Under this proposal, the tax rate in 1977 would be 6.15% on a maximum wage base of $16,500. This increase will cost workers with the maximum taxable in- come less than $1 a week and will help stabilize the trust funds so that current and future recipients can be assured of the benefits that they have earned. The following table shows the Social Security tax rates for employees and employers each under present law and under the proposal. It includes the Medicare Hospital Insurance (HI) tax in order to show the effect of the proposal on total Social Security tax rates. Social Security Tax Rates Present Law Proposal Calendar Year OASDI HI Total OASDI HI Total 1976 4.95% .9% 5.85% 4.95% .9% 5.85% 1977 4.95 .9 5.85 5.25 .9 6.15 1978-80 4.95 1.1 6.05 5.25 1.1 6.35 1981-85 4.95 1.35 6.30 5.25 1.35 6.60 1986-2010 4.95 1.50 6.45 5.25 1.50 6.75 2011+ 5.95 1.50 7.45 6.25 1.50 7.75 more 3 The following table shows the additional income, over what would be produced by present law tax rates, and the ratios of trust fund assets to outgo that would result from the proposed 0.3% rate increase. For purposes of comparison, the information is shown on the basis of the economic assumptions used in the 1977 budget and also on the basis of the earlier assumptions used in the 1975 Social Security Board of Trustees' Report. Cost Effect of 0.3% Increase (Dollars in billions) 1977 Budget 1975 Trustees Assumptions Assumptions Assets Assets beginning of year beginning of year Calendar Additional as % of outgo Additional as % of outgo Year Income during year Income during year 1977 $ 4.4 46% $ 4.4 44% 1978 5.2 41 5.2 39 1979 5.9 39 5.7 36 1980 6.5 38 6.3 34 1981 7.1 40 6.9 32 The effect of the proposal on taxes paid by employers and em- ployees is at maximum an increase of less than $1.00 per week. The following table shows the taxes paid by employees at various earnings levels in 1976 and the amounts they would pay in 1977 under present law and under the proposal. Social Security Taxes for Employers and Employees, Each, under Present Law and under the Proposal 1976 1977. Year's Increase Earnings over Level Present Law Proposal Present Law LIBRARY $ 5,000 $292.50 $292.50 $ 307.50 $15.00 7,500 438.75 438.75 461.25 22.50 10,000 585.00 585.00 615.00 30.00 Maximum 895.05 965.25 1,014.75 49.50 The following table shows the Social Security tax rates for OASDI for employees and employers, each, and for the self- employed under the present law and under the proposal. Employees and Calendar Employers (Each) Self-Employed Year Present Law Proposal Present Law Proposal 1976 4.95% 4.95% 7.0% 7.9% 1977 4.95 5.25 7.0 7.9 1978-80 4.95 5.25 7.0 7.9 1981-85 4.95 5.25 7.0 7.9 1986-2010 4.95 5.25 7.0 7.9 2011 + 5.95 6.25 7.0 9.4 V $15,300 for 1976; projected to increase automatically under present law to $16,500 for 1977 under 1977 budget assumptions. more 4 The following table shows present and proposed allocation to the DI trust fund for employees and employers combined and for the self-employed. Employees and Employers, Combined Self-Employed Calendar Present Present Year Law Proposal Law Proposal 1977 1.15% 1.40% 0.815% 1.055% 1978-80 1.20 1.45 0.850 1.090 1981-85 1.30 1.55 0.920 1.165 1986.2010 1.40 1.65 0.990 1.240 2011+ 1.70 1.95 1.000 1.465 COST EFFECT The following table shows the additional income, over what would be produced by present law tax rates, that would result from the proposed 0.3% rate increase, on the basis of the economic assumptions used in the 1977 budget. Additional Income as a Result of Calendar 0.3% Increase Year (billions) 1977 $ 4.5 1978 5.7 1979 6.3 1980 7.0 1981 7.7 1977-81 31.2 The following table shows the yearly increase under the proposed 0.9 percent rate increase for the self-employed on the basis of the economic assumptions used in the FY 1977 budget. OASDHI Taxes for the Self-Employed under Present Law and under a Proposal to Increase the Rate to 1.5 Times the Employee Rate 1976 1977 Increase Earnings Over Level Present Law Proposal Present Law $ 5,000, $ 395.00 $ 395.00 $ 440.00 $ 45.00 7,500 592.50 592.50 660.00 67.50 10,000 790.00 790.00 880.00 90.00 Maximum 1,208.70 1,303.50 1,452.00 148.50 OTHER PROVISIONS INCLUDE: --- Phasing out Social Security benefits for students aged 18-22 who are in school full time. The phase out would occur over 4 years so that no student now receiving benefits would be eliminated. Federal student grant and loan programs and other student assistance programs enacted since the student benefit was included in the Social Security Act provide and $15,300 for 1976; projected to increase automatically to $16,500 for 1977 under 1977 Budget assumptions. more 5 make available a wide range of funds for educational support. Savings to the Social Security system from this phase out are approximately $300 million in FY 1977. - Changing the Social Security retirement test from a limit on monthly earnings to a limit on annual earnings with no change in the amounts involved. This change would eliminate current inequitable treatment for those who receive earnings in some months but not In others, as opposed to those who receive comparable earnings spread equally in each month. --- Eliminating the payment of monthly Social Security benefits for the months before a person files a claim if future monthly benefits would be permanently reduced as a result. Faced with a choice between a large lump-sum payment and a reduction of future benefits, beneficiaries in many cases prejudice their longer run income. This result is considered inconsistent with the purposes of the Social Security Act. more 6 II. MEDICARE IMPROVEMENTS OF 1976 The President is proposing significant modifications in the Federal Medicare program to provide catastrophic health cost protection to Medicare beneficiaries, changes in cost sharing requirements, and limits on the annual cost increases which will be reimbursed by Medicare. BACKGROUND The Nation's health care system continues to be one of the most inflationary sectors of the economy. Hospital costs have risen by more than 200 percent since 1965 (from $40/day to $128/day), and physicians' fees have risen more than 85% in the same period. Both rates of increase are significantly higher than the corresponding increases in the consumer price index. Medicare is a major component of Federal health spending. It provides protection to more than 24 million aged and disabled Americans, and is expected to pay out more than $17 billion for health care in 1976. However, Medicare has several failings --- it does not provide protection against the catas- trophic financial burden of extended illness, and it does not include adequate restraints on the increases in the costs of health care. For hospital care, Medicare currently pays nothing for the first day, 100% of costs from the 2nd through the 60th day, a reduced percentage through the 150th day, and nothing at all after that. This pattern serves to lengthen short-term hospital stays, but can lead to financial ruin for persons suffering serious, extended illness. Medicare also requires a $60 deductible and co-payments of 20% for physicians' services. Since there is no annual maximum, this provision contributes to the financial burden of catastrophic health costs. An additional problem with Medicare is that it contains inadequate mechanisms to control health inflation. Like most health insurance plans, it reimburses largely on the basis of actual costs or customary charges giving providers insufficient cause to seek to limit cost increases. DESCRIPTION OF PROGRAM The major elements of the proposed Medicare Improvements of 1976 are the following: A. Catastrophic Cost Protection for Health Care For the first time, Medicare beneficiaries would be provided protection against catastrophic health costs by limiting the amounts an individual must pay an- nually to $500 for covered hospital and nursing home care and $250 for covered physicians' services. These limits will be allowed to increase in future years in proportion to increases in cash benefits. B. Cost Sharing Modifications ---- Hospital Costs (Part A). Part A benefits would be expanded to provide unlimited hospital and skilled nursing facility (SNF) days. Under this proposal, beneficiaries would be required to pay a deductible for the first day of a hospital stay (as under current law), and 10% of additional charges up to an annual maximum of $500 for all covered Part A services. more 7 -- Physicians' Services (Part B). This proposal would increase the current annual deductible of $60 to $77 and maintain the existing co-payment of 20% for physicians' services. However, it would institute a maximum of $250 a year. The deductible would in- crease with Social Security benefit increases. It would also establish a coinsurance of 10% of all charges above the deductible for all hospital-based physician and Part B home health charges. C. Reimbursement Limits Annual Medicare reimbursement increases would be limited to 7% for Part A provided per diem or per visit costs and 4% for physicians' service charges in 1977 and 1978. Detailed Explanation A. CATASTROPHIC PROTECTION Service Current Law President's Proposal Part A No maximum liability $500 annual maximum limit on out-of-pocket liability limit for expenses for covered all covered services services. in 1976 and 1977, in- creased in future years in proportion to increases in cash benefits. All out- of-pocket expenses incurred in the last month of calendar year can be carried forward to next year. Part B No maximum liability $250 annual maximum limit on out-of-pocket liability limit for expenses for covered all covered services services. in 1976 and 1977, in- creased in future years in proportion to increases in cash benefits. Same one month carry-over as Part A. Out-of-pocket expenses for charges in excess of reasonable charges do not count toward the maximum liability limit. B. BENEFIT PACKAGE 1. Medicare Part A Service Current Law President's Proposal a. Hospital 90 days per benefit Unlimited days. days period plus 60 days (except of life-time reserve. in psy- chiatric hospitals) more 8 b. Psychiatric 190 lifetime days. Same as current law. hospital days. C. Skilled 100 days per Unlimited days. nursing benefit period. facility (SNF) days. d. Post- 100 visits per 100 visits in year hospital benefit period following hospital home health following hospi- or SNF discharge. visits. tal or SNF discharge. 2. Medicare Part B No change in current coverage which has no upper limits on most covered services. Home health services would continue to be limited to 100 visits per year and outpatient psychiatric services to no more than $500 of reasonable charges per year and out-patient physical therapy services provided by a self-employed therapist to no more than $100 in reasonable charges per year. C. COST SHARING LIDERAY GERALD FORD 1. Medicare Part A Service Current Law President's Proposal a. Hospital Services Deductible $104 for initial $104 per admission, hospitalization in and allowed to rise each benefit period annually. Deductible beginning in 1976 waived if Medicare (based on average covered inpatient daily hospital services were received costs in 1974) and within 60 days prior rising annually to to admission. reflect increases in hospital costs. Coinsurance An amount equal to 10% of hospital 1/4 of the deduc- charges above the tible for days deductible. 61-90 in a benefit period and 1/2 of the deductible for the 60 lifetime reserve days. b.' SNF Services Deductible None None Coinsurance None for the first 10% of charges. 20 days. An amount equal to 1/8 of the hospital deductible for days 21-100. more 9 Service Current Law President's Proposal C. Home Health Services Deductible None. None. Coinsurance None. 10% of charges. d. Blood Deductible 3 pints per benefit 3 pints per year. period. 2. Medicare Part B Service Current Law President's Proposal a. Physician, outpatient hospital care, outpatient physical therapy and speech path- ology, laboratory services, medical supplies and most other covered services. Deductible $60 per calendar $77 in 1976 and 1977, year, increased and increased in in future years future years in pro- in proportion to portion to increases increases in cash in cash benefits. benefits. Coinsurance 20% of reasonable Same. charges above the deductible. b. Hospital- based physicians (inpatient pathology and radiology) Deductible None. None. Coinsurance None. 10% of charges. c. Home Health Services Deductible Included among Included among services services subject subject to $77 deduc- to $60 per calen- tible in 1976 and 1977. dar year deductible. Coinsurance None. 10% of charges. more 10 Service Current Law President's Proposal d. Outpatient 50% of reasonable, Same as current law. psychiatric charges (up to services. maximum reim- bursement of $250). D. PROVIDER REIMBURSEMENT Provider Current Law President's Proposal Hospitals, Reimbursed on Places a 7% reimburse- SNF's and the basis of ment limitation on home health reasonable costs. the annual rates of agencies. (Level of reim- increases in per diem bursement for hospital and SNF costs hospital per diem and home health visit routine costs is costs." limited to the 80th percentile of the per diem routine costs of similar hospitals.) Physicians and Reimbursed on the Limits reimbursable other medical basis of customary increases in reason- services. and prevailing able charges (the charges. (Rates lesser of the cus- of increase in tomary and prevailing prevailing charges charges) to 4 percent are limited by an per year. # economic index re flecting practice costs and earnings levels in the economy.) * Both the 7% cost and 4% charge increase limitations are proposed for two years pending the development of a. longer run cost containment policy. E. COST ESTIMATES The following are the estimated cost increases attributable to the new catastrophic protection and the cost savings attribu- table to reforms in cost sharing and limits in reimbursement. The additional costs are estimated to range between $1.1 billion and $1.4 billion. The cost sharing reform is estimated to save about $1.8 billion and the reimbursement limits to save about $900 million. The savings from placing a limit on in. creases in medicare repayment rates and some of the revenues from increased cost sharing will be used to finance the catastrophic program. FY 77 (in millions Costs of dollars) 1. Catastrophic protection a. Hospital Insurance **** Initial estimate of cost +330 of $500 limit in FY 77 budget. more 11 FY 77 (in millions Costs of dollars) -- Additions based on +562 to 862 refinement of cost of $500 limit. b. Supplementary Medical Insurance -- $250 limit +208* Total Cost $1.1 to $1.4 (in billions) # Shown in President's budget request. FY 77 (in millions Savings of dollars) 1. Cost Sharing Reforms a. Hospital Insurance -- 10% coinsurance (-)1,730* b. Supplementary Medical Insurance -- Dynamic deductible ($77 for FY 77) (-) 111# -- Coinsurance on hospital based physicians and Part B home health services (-) 19# Subtotal (-)1,860* 2. Reimbursement limits a. Hospital Insurance --- limited to 7% per diem increase (-)730* b. Supplementary Medical Insurance -- limited to 4% charge increase (-)179* Subtotal (-)909* Total Savings (-)$1,591 to (-)$1,741 *Shown in President's budget request. F. NUMBER OF PERSONS COVERED, FY 77 Service Current Law President's Proposal Part A Enrollees 24,900,000 Same Users 5,900,000 Same Users Assisted by $500 limit NA 1,200,000 Part B Enrollees 24,600,000 Same Users meeting the deductible 14,200,000 12,200,000 Users Assisted by $250 limit NA 2,000,000 more 12 III. OLDER AMERICANS ACT The Older Americans Act was initially enacted in 1965 and has been subsequently amended in 1967, 1969, 1972, 1973, 1974, and the most recent amendments were signed into law by the President in November, 1975, BACKGROUND The major objective of the Older Americans Act is to bring into being a system of coordinated comprehensive services at the community level designed to enable older persons to live independent lives in their own homes or other places of residence and to participate in the life of their community. To achieve this objective, the Older Americans Act provides authorization for a national network on aging. This national network is composed of a State Agency on Aging in each State and Territory and the District of Columbia 489 Area Agencies on Aging, 700 nutrition projects and the advisory committees to the State and Area Agencies on Aging and the nutrition projects. DESCRIPTION OF ACT Major sections of the Act designed to achieve the Act's overall objective include: Title III: Provides support to State Agencies on Aging and through them, Area Agencies on Aging for the development of coordinated comprehensive service systems designed to enable older persons to live in their own homes or other places of residence. This Title provides funds (1) for the support of State Agencies on Aging and (2) for the support of Area Agencies on Aging and social services provided by those agencies. States receive funds under Title III on a formula basis based upon approval by the Commissioner on Aging of an annual State Plan submitted by the Governor. Primary emphasis is placed on meeting the needs of low income and minority older persons. Prior to submitting the annual State Plan the State must hold a public hearing on it. The State Plan designates within the State planning and service areas and identifies those areas in which Area Agencies on Aging will be established. Currently, States have identified 585 such plan ning and service areas and indicated that 489 Area Agencies will be in operation. The Area Agencies, which may be public or private organizations receive their funds from the State Agencies on Aging based on an annual area plan approved by the State Agency. A public hearing must be held on this plan before it can be sub-- mitted to the State. more 13 The States must utilize at least 20% of their Title III funds for four national priority services: transportation, home care, legal services, and home repair. In addition, as additional resources become available under Title III States must use 50% of the new funds for the priority services. This re. quirement will no longer be operative when the States reach the point where they are utilizing 33-1/3% of their funds for these four priority services. Section 308 of Title III provides for a model projects program designed to demonstrate new or innovative means of meeting the needs of older persons. This section of the law is administered directly by the Administration on Aging. Title VII: Provides funds to the States for the operation of nutrition programs designed to provide hot, nutritious meals in congregate settings to older persons. States receive funds for this program on a formula basis after the Commissioner on Aging has approved their annual State Plan submitted by the Governor. Primary emphasis is placed on meeting the needs of low income and minority older persons. Currently this program provides support for 700 nutrition projects that serve approximately 300,000 means a day, five days a week, at over 4900 community sites located in churches, senior centers, and schools. Eighty seven percent of these meals are provided in congregate settings; 13% are home delivered. More than 60,000 volunteers provide their as sistance to this program. Surplus commodities are contributed to the program at the rate of fifteen cents a meal during this Fiscal Year. This rate will increase to 25¢ a meal in Fiscal Year 1977. An important provision in the 1975 amendments to the Act authorizes State or Area Agencies on Aging to enter into agreements for the purpose of meeting the common needs for transportation services of older persons and other segments of the population. Several other recent actions have taken place designed to help meet these transportation needs. --- The Administration on Aging and the Department of Transportation have entered into a working agreement which has resulted and will continue to result in im- proved coordination of transportation services for older persons. $20.8 million of Fiscal Year 1975 Urban Mass Transporta- tion Administration funds were allotted for capital assistance grants to nonprofit corporations and organizations to serve the transportation needs of older persons and the handicapped. The Department of Transportation will release $22 million for this purpose in Fiscal Year 1976. more 14 ---- Approximately 45 projects in 31 States have been selected under the Rural Highway Public Transportation Demonstration Program in Fiscal Year 1975. A major criterion for project selection is that the projects be adaptable to the needs of older persons and the handicapped. - The first formula allotments have been made to the States under the Section 5 Capital Assistance Formula Grant Program of the National Mass Transportation Act of 1974. A section of the Act specifies that recipients of funds must provide for reduced fares for the elderly and the handicapped. The Administration on Aging has made awards to 47 State Agencies on Aging for the purpose of promoting and developing ombudsman services for residents of nursing homes. The objective of these services is to establish a process at the community level which will be responsive to complaints from residents or relatives of older persons in Skilled Nursing Facilities and Intermediate Care Facilities. Activities are now underway at the State and local levels to achieve this purpose. The 1975 amendments to the Act authorize the Administration on Aging to continue such programs. #### EMBARGOED FOR RELEASE February 9, 1976 UNTIL 12 P.M. (EST) MONDAY, FEBRUARY S, 1976 Office of the White House Press Secretary THE WHITE HOUSE TO THE CONGRESS OF THE UNITED STATES: I ask the Congress to join with me in making improvements in programs serving the elderly. As President, I intend to do everything in my power to help our nation demonstrate by its deeds a deep concern for the dignity and worth of our older persons. By so doing, our nation will continue to benefit from the contributions that older persons can make to the strengthening of our nation. The proposals being forwarded to Congress are directly related to the health and security of older Americans. Their prompt enactment will demonstrate our concern that lifetimes of sacrifice and hard work conclude in hope rather than despair. The single greatest threat to the quality of life of older Americans is inflation. Our first priority continues to be the fight against inflation. We have been able to reduce by nearly half the double digit inflation experienced in 1974. But the retired, living on fixed incomes have been particularly hard hit and the progress we have made in reducing inflation has not benefited them enough. We GENALD FORD LIBRARY will continue our efforts to reduce federal spending, balance the budget and reduce taxes. The particular vulnerability of the aged to the burdens of inflation however, requires that specific improvements be made in two major Federal programs Social Security and Medicare. We must begin by insuring that the Social Security system is beyond challenge. Maintaining the integrity of the system is a vital obligation each generation has to those who have worked hard and contributed to it all their lives. I strongly reaffirm my commitment to a stable and financially sound Social Security system. My 1977 budget and legislative program include several elements which I believe are essential to protect the solvency and integrity of the system. First, to help protect our retired and disabled citizens against the hardships of inflation, my budget request to the Congress includes a full cost of living increase in Social Security benefits, to be effective with checks received in July 1976. This will help maintain the purchasing power of 32 million Americans. Second, to insure the financial integrity of the Social Security trust funds, I am proposing legislation to increase payroll taxes by three-tenths of one percent each for employees and employers. This increase will cost no worker more 2 more than $1 a week, and most will pay less. These additional revenues are needed to stabilize the trust funds so that current income will be certain to either equal or exceed current outgo. Third, to avoid serious future financing problems I will submit later this year a change in the Social Security laws to correct a serious flaw in the current system. The current formula which determines benefits for workers who retire in the future does not properly reflect wage and price fluctuations. This is an inadvertent error which could lead to unnecessarily inflated benefits. The change I am proposing will not affect cost of living increases in benefits after retirement, and will in no way alter the benefit levels of current recipients. On the other hand, it will protect future generations against unnecessary costs and excessive tax increases. I believe that the prompt enactment of all of these proposals is necessary to maintain a sound Social Security system and to preserve its financial integrity. Income security is not our only concern. We need to focus also on the special health care needs of our elder citizens. Medicare and other Federal health programs have been successful in improving access to quality medical care the aged. Before the inception of Medicare and Medicaid in 1966, per capita health expenditures for our aged were $445 per year. Just eight years later, in FY 1974, per capita health expenditures for the elderly had increased to $1218, an increase of 174 percent. But despite the dramatic increase in medical services made possible by public programs, some problems remain. There are weaknesses in the Medicare program which must be corrected. Three particular aspects of the current program concern me: 1) its failure to provide our elderly with protection against catastrophic illness costs, 2) the serious effects that health care cost inflation is having on the Medicare program, and 3) lack of incentives to encourage efficient and economical use of hospital and medical services. My proposal addresses each of these problems. In my State of the Union Message I proposed protection against catastrophic health expenditures for Medicare bene- ficiaries. This will be accomplished in two ways. First, I propose extending Medicare benefits by providing coverage for unlimited days of hospital and skilled nursing facility care for beneficiaries. Second, I propose to limit the out-of-pocket expenses of beneficiaries, for covered services, to $500 per year for hospital and skilled nursing services and $250 per year for physician and other non-institutional medical services. This will mean that each year over a billion dollars of benefit payments will be targeted for handling the financial burden of prolonged illness. Millions of older persons live in fear of being stricken by an illness that will call for expensive hospital and medical care over a long period of time. Most often they do not have the resources to pay the bills. The members of their families share their fears because they also do not have the resources to pay such more 3 large bills. We have been talking about this problem for many years. We have it within our power to act now so that today's older persons will not be forced to live under this kind of a shadow. I urge the Congress to act promptly. Added steps are needed to slow down the inflation of health costs and to help in the financing of this catastrophic protection. Therefore, I am recommending that the Congress limit increases in medicare payment rates in 1977 and 1978 to 7% a day for hospitals and 45 for physician services. Additional cost-sharing provisions are also needed to encourage economical use of the hospital and medical services included under Medicare. Therefore, I am recommending that patients pay 10% of hospital and nursing home charges after the first day and that the existing deductible for medical services be increased from $60 to $77 annually. The savings from placing a limit on increases in medicare payment rates and some of the revenue from increased cost sharing will be used to finance the catastrophic illness program. I feel that, on balance, these proposals will provide our elder citizens with protection against catastrophic illness costs, promote efficient utilization of services, and moderate the increases in health care costs. The legislative proposals which I have described are only part of the over-all effort we are making on behalf of older Americans. Current conditions call for continued and intensified action on a broad front. We have made progress in recent years. We have responded, for example. to recommendations made at the 1971 White House Conference on Aging. A Supplemental Security Income program was enacted. Social Security benefits have been increased in accord with increases in the cost of living. The Social Security retirement test was liberalized. Many inequities in payments to women have been eliminated. The 35 million workers who have earned rights in private pension plans now have increased protection. In addition we have continued to strengthen the Older Americans Act. I have supported the concept of the Older Americans Act since its inception in 1965, and last November signed the most recent amendments into law. A key component of the Older Americans Act is the national network on aging which provides a solid foundation on which action can be based. I am pleased that we have been able to assist in setting up this network of 56 State and 489 Area Agencies on Aging, and 700 local nutrition agencies. These local nutrition agencies for example provide 300,000 hot meals a day five days a week. The network provides a structure which can be used to attack other important problems. A concern of mine is that the voice of the elderly, as consumers, be heard in the governmental decision-making process. The network on aging more 4 offers opportunities for this through membership on advisory councils related to State and Area Agencies on Aging, Nutrition Project Agencies and by participation in public hearings on the annual State and Area Plans. Such involvement can and will have a significant impact on determining what services for the aging are to be given the highest priorities at the local level. The principal goal of this National Network on Aging is to bring into being coordinated comprehensive systems for the provision of service to the elderly at the community level. I join in the call for hard and creative work at all levels Federal, State and Area in order to achieve this objective. I am confident that progress can be made. Toward this end, the Administration on Aging and a number of Federal Departments and agencies have signed agreements which will help to make available to older persons a fair share of the Federal funds available in such areas as housing, transportation, social services, law enforcement, adult education and manpower resources which can play a major role in enabling older persons to continue to live in their own homes. Despite these efforts, however, five percent of our older men and women require the assistance provided by skilled nursing homes and other long term care facilities. To assist these citizens, an ombudsman process, related solely to the persons in these facilities, is being put into operation by the National Network on Aging. We believe that this program will help to resolve individual complaints, facilitate important citizen involvement in the vigorous enforcement of Federal, State and local laws designed to improve health and safety standards, and to improve the quality of care in these facilities. Today's older persons have made invaluable contributions to the strengthening of our nation. They have provided the nation with a vision and strength that has resulted in un- precedented advancements in all of the areas of our life. Our national moral strength is due in no small part to the significance of their contributions. We must continue and strengthen both our commitment to doing everything we can to respond to the needs of the elderly and our determination to draw on their strengths. Our entire history has been marked by a tradition of growth and progress. Each succeeding generation can measure its progress in part by its ability to recognize, respect and renew the contributions of earlier generations. I believe that the Social Security and Medicare improvements I am proposing, when combined with the action programs under the Older Americans Act, will insure a measure of progress for the elderly and thus provide real hope for us all. GERALD R. FORD THE WHITE HOUSE, February 9, 1976. ##### February 6, 1976 MEMORANDUM FOR: Jim Mills FROM: Fred Slight SUBJECT: Florida Senior Citizen Information The attached information is being provided in follow-up to your request of last evening. These materials are as follows: 1. Stout article on the Reagan $90 billion plan; 2. Impact of Reagan's $90 billion plan on the state of Florida; 3. Actual Federal outlays to Florida recipients in fiscal year 1975 for Medicaid, Social Security and Supple- mental Security Income programs; and 4. Voting age population for Florida - (age 65 and over) as of July 1, 1974. With regard to the second item above, I would appreciate your checking with me or PFC Press Secretary, Peter Kaye, prior to the public use of any of these figures. Good luck with your challenging assignment. CC: Bob Marik FORD is LIBRARY GERALD February 21, 1976 MEMORANDUM FOR: BO CALLAWAY FROM: BOB MARIK RHM SUBJECT: OLDER VOTERS This is to confirm our earlier discussions and my conversations with Ed DeBolt regarding our programs for Older Voters. I have hired Jim Mills to direct the program up through the Florida primary, with subsequent arrangements to be contingent upon his initial results. Jim worked with Arthur Flemming and Dan Todd on the 1971 White House Conference on Aging, and then with Dan Todd on the Older Voters program in the 1972 campaign. He comes highly recommended by both men. His compensation is $2000 per month, and is covered in our existing Feb. budget. Jim will focus on the following areas in order to achieve maximum impact in Florida: O Development of an Older Americans brochure, in conjunction with Campaign 76, to be distributed outside of banks on March 4, when Social Security checks are being deposited. Coordination with the PFC Scheduling Office and the White House to identify suitable forums for advocate speakers to address audiences of older Americans. Seeking endorsements of senior citizens' groups in Florida, and publicizing those endorsements in coordination with Campaign '76. In all of these activities, Jim will work in close coordination with Bill Roberts and the Florida PFC. He has already established a good working relationship with the Florida Older Voters staff. Jim will also work to build a national Advisory Committee for the overall PFC program for Older Americans. CC: Ed DeBolt FORD is GERVID LIBRARY President Ford Committee 1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400 February 24, 1976 Mr. Max Friedson, President Mr. Morris Schiffman Executive Vice-President Congress of Senior Citizen Organizations of Florida, Inc. 111 N.E. Second Avenue Miami, Florida 33132 Dear Mr. Friedson and Mr. Schiffman: The recommendation made by the Congress of Senior Citizen Organizations of Florida encouraging Florida's Senior Re- publicans to vote for President Ford was a most responsible act on the part of the Executive Board. Allow me to as- sure you of the pleasure this brings to those of us working on behalf of President Ford. While the President and the federal government do not pretend to be able to solve all the problems confronted by senior citizens more can and will be done. Contrary to the opinions of some, most Republicans agree that many older persons are deprived of their earned right to a dignified, independent, and rewarding retirement. Since the most meaningful actions can and should take place on the community level, local groups such as the Congress of Senior Citizens are essential if older Americans are to enjoy their fair share of this nation's wealth. How- ever, such groups should not have to act alone. Local units of both political parties must become more aware and concerned about helping older people. Toward this end, I am asking leaders within the Republican Party to initiate programs aimed at providing Senior Republicans a meaning- ful voice in party affairs at all levels. No one can ed- ucate people on the problems of older Americans better or more appropriately than older people themselves. It is my firm conviction that we must change the climate where "do-gooders" go about paternalistically defining what is right for our senior citizens. LIBRARY GERALD s FORD It is time that young and old put a stop to this trend dignity than to enhance it. The President Ford Committee, Howard H. Callaway, Chairman, Robert Mosbacher, National Finance Chairman, Robert C. Moot, Treasurer. A copy of our Report is filed with the Federal Election Commission and is available for purchase from the Federal Election Commission, Washington, D.C. 20463. In addition, it is time that people begin to recognize that the capacity of the federal government to solve the prob- lems of the aging is obviously limited and that only by augmenting the federal government's actions at the state and community level can real progress be made. The Pres- ident's Bloc Grant revenue sharing programs will make it possible for local government and senior citizen repre- sentatives to define how to use federal dollars. Through localizing the decision-making process on the use of fed- eral dollars, seniors will be able to assert themselves much more directly and effectively. This, I remind you, is President Ford's action and will help seniors more than any of the programs previously developed and admin- istered from Washington. Republicans have not been suf- ficiently effective in communicating this to voters. I hope to help change that. Under this new developing system, if seniors fail to get their fair share, it will be the fault of local politi- cians and senior citizens and not the federal government's. This is why groups such as yours are vitally important to the well-being of older people. Allow me to once again express my gratitude for the Con- gress's action. Keep up the good work. Sincerely yours, James E. Huis James E. Mills CC: Dr. Jim Cavanaugh Mr. Robert Marik Mrs. Mary Louise Smith JEM: 1cb FORD it 07VN30 LIBRARY President Ford Committee 1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400 February 24, 1976 MEMORANDUM FOR: BOB MARIK JIM CAVANAUGH BRUCE WAGNER BILL ROBERTS FROM: JIM MILLS This SUBJECT: RECOGNITION OF ASSISTANCE RENDERED One of the most important actions in the Florida Older Americans campaign effort was our ability to secure a recommendation from the senior citizens lobbying group known as the Congress of Senior Citizens Organizations of Florida. Attached is a copy of their press release announcing their endorsement of President Ford. As a result of this recommendation a newspaper ad is being placed by us so that we can further communicate their support. All the parties involved believe this will contribute significantly in influencing the undecided senior Re- publican vote our way. Mr. Bill Bayer of Lamont Advertising in Miami was in- strumental in linking me up with Mr. Friedson, the Congress's President. Without his help we would not have been aware of this group or its interest in time to develop the ad. For this Mr. Bayer deserves our ap- preciation. While his interest was and is in helping the President, he had hoped that we could place the ad through him. As a result of my encouragements he was led to believe we would do that. However I have had to ask for his pardon as a result of my mishandling and in so doing, have offered to reimburse him for ex- penses he actually incurred. Beyond this I would hope that you too would take cognizance of Mr. Bayer's and Lamont Advertising's help in case you are ever in a a position to return the favor. FORD GERALD 1 The President Ford Committee, Howard H. Callaw 4% Chairman, Robert Mosbacher. National Finance Chairman. Robert C. Moot, Treasurer. A copy of our Report is filed with the Federal Election Commission and is available for purchase from the Federal Election Commission, Washington, D.C. 20463. MAX FRIEDSON MORRIS SCHIFFMAN LILLIAN PASQUALE HAROLD FRIEDMAN MORRIS EPSTEIN President Executive Vice President Executive Secretary Recording Secretary Treasurer congress of florida, inc. 371-5678 111 n.e. second avenue miami, florida 33132 senior citizens non-partisan, non-profit Regional Vice Pres. EDYTHE ADLEY S. BUD ALLEN BERTHA BURCH JOSEPH CAHILL FEBRUARY 21, 1976 MRS. C. CALLOWAY ESTRELLA DIAZ MAX KORMAN ZITA KRASKA VICTOR LENDH NATALIE MUZZONE FOR IMMEDIATE RELEASE: STANLEY SILVERN HENRY TUCKER Health and Walfare SOPHIE KORMAN Tel. Committee "CONGRESS OF SENIOR CITIZENS RECOMMENDS FORD AND CARTER" ETHEL SPERLING Parliamentarian BENJAMIN KAHN Veterans' Affairs CLIFF RUTHIG At the meeting of the Executive Board of the Congress Trustees LOUIS CANTELLI of Senior Citizens of Florida, President Gerald R. Ford BETTY ENDEWELT DOUGLAS MARKHAM GERTRUDE MEYER REV. GEORGE NEFF and former Governor Jimmy Carter were chosen as the candidates SYLVESTER SMITH ETHEL SPERLING State they wecommend Florida's senior citizens to support. Hampton Senior Citizens Eugene Taylor, President Federation of Seniors of Hillsboro County Gerard Coughlin, President Gulfstream Areawide Council Frank Nikolits, Chairman The Board's Legislative Committee voted unanimously North Florida Council Jce Kerrigan, President Pasco County Chapter COSC in making its recommendations regarding both Governor Chas. B. McNair, President West Coast Chapter COSC Wm. H. Fetter, President Carter and President Ford. Interlachen Senior Citizens Helen V. Herman, Secretary Morris Schiffman, Chairman of the Legislative Committee and the Congress' President, Mr. Max Friedsen urge all citizens to vote in this important primary election. -140- Contact: Mr. Morris Schiffman, Chairman, Legislative OLIBRARY Committee Nr. Max Freedsen, President, GERAL A FLORIDA ORGANIZATION DEDICATED TO SERVE THE ELDERLY President Ford Committee 1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400 February 24, 1976 Mr. William Bayer Lamont Advertising 9000 S.W. 87 Ct. Miami, Florida 33176 Dear Bill: Let me begin by thanking you for your assistance in securing the support of the Florida Congress of Senior Citizens. With- out your initiative and participation in the discussions, we would not have been able to develop the ad underway. Like you, I am convinced that this action will have a major impact in in- fluencing undecideds our way. Secondly, I wish to apologize for my mishandling of the ads placement procedure. Having just recently joined the campaign, I was not fully aware of the complications I would cause pur- suing the method I had originally developed. As a result, you and Lamont Advertising invested time and resources in assisting me without any compensation. It is embarrassing to me to be the cause of this confusion. For this I offer my sincere apol- ogy. In addition, I hope that you will send me a bill for the time and resource expenses incurred by Lamont Advertising as a result of my encouragements. Enclosed is a copy of a memorandum from me to Bob Marik, Bruce Wagner and Jim Cavanaugh communicating the details of your help on this part of the President's campaign. Perhaps some of our activities in Florida have not been as productive as would be hoped but I am confident this one will be among the most meaningful. Again, I am sorry for this confusion and thank you for your as- sistance and understanding. Sincerely yours, Jun this E. Mills FORD is LIBRARY 074330 Director Older Americans for President Ford Committee The President Ford Committee. Howard H. Callaway, Chairman, Robert Mosbacher, National Finance Chairman, Robert C. Moot, Treasurer. A copy of our Report is filed with the Federal Election Commission and is available tue purchase from the Federal Election Commission, Washington, D.C. 20463- TRAVEL PLANS FOR: Jim Mills TIME PERIOD: February 26 - February 29. DESTINATION: Chicago FLIGHT PLANS: American Airlines Flight # Date Departure Arrival 563 2/26 National Airport - 7:30 a.m. O'Hare - 8:25 a.m. HOTEL ACCOMMODATIONS: February 26 - Bismark Hotel 312-CE6-0123 February 26 and 27 - Illinois Headquarters February 28 and 29 - Rockford, Illinois 815-962-1145 FORD is DERALD LIBRARY March 2, 1976 MEMORANDUM FOR: BO CALLAWAY STU SPENCER THROUGH: BOB MARIK RHU FROM: JIM MILLS Mils SUBJECT: OLDER AMERICANS CAMPAIGN IN ILLINOIS Attached is an overview of the campaign plan for older Americans in Illinois. The activities are similar to those employed in Florida with the addition of a telephone/manpower field operation currently underway. I have also included an estimated program budget based on infor- mation available. It is my understanding that the actual expendi- tures will tend toward the high and not the low. CC: Ed DeBolt Skip Watts Fred Slight Bruce Wagner Ed Terrill FORD & DERALO LIBRARY ILLINOIS OLDER AMERICANS PRIMARY CAMPAIGN PLAN The activities and tasks presented below are designed to maximize voter support from senior Republicans in the Illinois March 16th primary. The objectives defined are limited to those which will have the most impact and are immediately accomplishable. I. ACTIVITY: Establishment of The Older Americans for PFC. A. Tasks: 1. Identify two prominent older Republicans who will: a. serve as Co-Chairpersons of the Committee. b. assist in carrying those actions discussed below which they deem appropriate. C. expand the Committee membership on a regional/ county basis after the primary for the purposes of further general election activities to be developed. d. lend their names for use in campaign materials and advertising. 2. Potential Co-Chairpersons have been identified and will be confirmed no later than Wednesday, March 3rd. They are: a. Mr. Clarence Lipman - Governor's call pending. b. Mrs. Elizabeth Percy - pending - to serve after the primary for general election purposes. C. Mr. Ken Ogilvie - pending. 3. Attempts are currently underway to identify well-known non-controversial older Americans in all major Illinois communities to be members of the Committee (see Activity 4). II. ACTIVITY: Advocacy/Scheduling A. Tasks: 1. The PFC advocacy operation at the state and national levels will place spokesmen and will schedule drop-bys before senior citizen groups. 2. In addition to the materials already generated for surrogate briefing, a separate memorandum developed jointly by Commissioner Flemming, Slight and Mills FORD is LIBRARY QERALD presenting a recommended approach to explain the President's Catastrophic Health Insurance proposal will be available on March 5th. A copy of this memo- randum will be forwarded to James Shuman. 3. Older Americans Forums - per previous discussions. III. ACTIVITY: Communications Strategy. Communication of the fact that President Ford is helping older Americans will be accomp- lished through: A. Tasks: 1. Newspaper Advertisement: Based on in-house response to the Florida senior citizen ad and the need to emphasize the President's commitment to a strong Social Security system, a new ad for approp- riate nationwide use is being developed in time for placement in Illinois papers. The copy of this full-page ad is currently being developed. Space is being provided for the insertion of name (s) of a locally prominent, non-controversial senior Republican supporter (s) serving on the above- mentioned committee. If an appropriate non-controversial chairman is not confirmed by March 5th, no names will be inserted in the ad. Campaign '76, in cooperation with Mills, will submit the recommended newspapers for ad placement and budget no later than March 4th. The impact of this ad and the Florida ad should be measured. Therefore, it is recommended that Slight, Mills, and Campaign 76 develop a proposed procedure, criteria, and budget plan for such a test on a post- election day basis. AGREE DISAGREE 2. Brochures: 25,000 older Americans PFC brochures have just been sent to the Chicago headquarters. On March 1st, Mr. Walter Parker was hired as the Older Americans for President Ford Director in Illinois. Among other things (see below) Mr. Parker is responsible for the distribu- tion of these brochures in target areas throughout the FORD state. GERALD LIBRARY 3. Press Release: The Illinois Press Director, Mr. Fred Bird, in cooper- ation with Mills and Kaye, will develop and issue a press release announcing the formation of the Older Americans Committee, and why. A sample press release is attached. 4. Interviews: If scheduling and other conditions permit, the President's cabinet-level advisor on aging, Dr. Arthur S. Flemming, United States Commissioner, Administration on Aging, will participate in interviews with local media when in Illinois. Scheduling of such interviews will be coordinated through Mills and the Commissioner's office. When such inter- views occur, the fact will be communicated to all approp- riate PFC Directors through field reports. IV. ACTIVITY: Field Operations. On February 28th, the Illinois PFC, at Mills' recommendation, employed Mr. Walter Parker (age 72, good health) as of March 1st for a fee of $250.00 per week for the purposes presented below. Mr. Parker was the Director of the Older Americans effort in 1972 and has complete records from that time. He had the best organization of all states for Older Americans in 1972. It was comprised of 168 committees throughout the state. He staged more Older Americans events in Illinois in 1972 than did any other senior citizens staff man in other states. A. Tasks: Mr. Parker is, in order of priority, responsible for re-activating his former Older Americans network with these objectives: 1. identifying fifty former local Older Americans Chairmen in fifty key communities, 2. having them conduct a home telephone campaign using the pyramid system (see attached instructions), 3. having them supply capable manpower to the telephone bank operations in those area's designated by the state telephone bank coordinator, 4. having them distribute the Older Americans brochure to senior citizen clusters in their areas, 5. re-activating, to the extent possible, his former down- state farm network to carry out a home telephone campaign using the pyramid system, and 6. distributing PFC-approved background material and instructions to the above-mentioned contacts. Attached are portions of the Older American's packet he will be sending to his contacts. GLRALD FORD FIBRART Mr. Parker will quantitatively and qualitatively account the results of the above-designated activities. He has been given office space and will work both at the headquarters and at home. If his performance meets expectations it is possible Mills will recommend that Mr. Parker be employed on a part-time basis in other states. V. ACTIVITY: Transportation. As previously discussed. VI. BUDGET. Estimated Program Budget Expenditures for Older Americans In Illinois (excludes overall effort impacting older Americans) March 1 through March 16 Low High A. State Staff Fees $ 500.00 $ 600.00 (Walter Parker) B. State Staff Expenses 200.00 250.00 (telephone, mailings, travel) C. Newspaper Ad 15,000.00 30,000.00 D. Brochures 500.00 700.00 E. Radio (Feb., March) 26,000.00 30,000.00 F. Advocacy (estimated) 2,000.00 5,000.00 TOTALS $44,200.00 $66,550.00 FORD is LIBRARY 07487. - COVER LETTER TO THE LOCAL OLDER AMERICANS CHAIRMEN - March , 1976 Dear : I was pleased to talk with you again and learn of your desire to help President Ford. As promised, I am enclosing guideline instructions and background information to help you in carrying out this project. If you have any questions, please call me at 312/641-6716 or evenings at 312/432-5757. If everyone you call agrees to contact at least ten friends and some are able to help out at the telephone center, we will have contributed tremendously to the President's campaign. Again, it is great to be back in contact. I am sure with this kind of effort, the President will win on March 16th and in November. Many thanks and best of luck. Sincerely, Walter Parker FORD is LIF OTHER - INSTRUCTIONS - TASK #1. Telephone Campaign The goal here is for you to call every Republican you know in your area and 1. tally: a. how many are intending to vote for President Ford b. how many are intending to vote for the opposition C. how many are not intending to vote d. how many are undecided and e. who would like more information on a specific issue, what the issue is and their address. 2. ask those who support President Ford if they would get involved in helping him by a. calling every Republican friend they have (at least ten) and asking them to make calls if they support the President, b. ask them to call you back and report the tally results as outlined above and on the enclosed tally sheet. Be sure to tell each person you call who you have called so that they do not repeat calls you have made. This is especially important in cases where the circle of friends is the same. TASK #2. Volunteer Support 1. Ask those you call to help gather volunteers to help in the telephone banks in the area. The telephone bank in your area is coordinated by . You should call and ask how many volunteers he/she needs, when and where. 2. Ask if they want transportation to the telephone banks (or to the polls). If they do, contact the telephone bank co- ordinator. TASK #3. Brochures QERALD FORD LIBRAPT Per our telephone conversation, we are sending you brochures explaining how the President is helping older Americans. As you know, - 2 - these can be distributed in a variety of ways such as in areas where older people shop, lobbies of retired persons residence complexes, etc. Be sure to ask permission where necessary and advisable and do not hand them out around churches or where political activity is forbidden. FORD is LIBRARY QERALO MEMORANDUM FOR: State Press Directors FROM: Jim Mills 202/466-2113 SUBJECT: Sample Press Release -- Older Americans for President Ford Committee Date FOR IMMEDIATE RELEASE CONTACT: Telephone: HEADLINE: "Older (Senior)* Americans (State;e.g., Nevadans) for Ford" Mr. (Mrs.) , Chairman of the (State) President Ford Committee in (State) announced today the formation of the (e.g., Senior Texans for President Ford Committee). "Older people want to be actively involved in President Ford's campaign, Mr. said. Mr. of (city) and Mrs. of (city) have been appointed to chair this important committee. "President Ford is helping those of us who are retired, now we are going to help him," Mr (s). said. "Older people support Ford for many reasons including his success at cutting down inflation and determination to improve and strengthen the Social Security Trust Fund," according to Mr (s). . "Older people will vote for Ford because he acts rather than talks ans because they know that a healthy economy is in their as well as everybody's best interest," Mr (s). , the Committee's other Co-Chairman said. ("We older people have been around a long time. We are not about to be hoodwinked by glamour and fancy-dan rhetoric," Mr (s). , the Committee's Co-Chairman said.) * Parentheses indicate optional language. FORD is LIBRARY 038410 President Ford Committee P.O BOX 1976 GREAT FALLS MONTANA 594 31403 727 3452 Contact: Kenneth R. Neill, Chairman (727-2200) Sharon Ann Ashton, Exec. Dir. NEWS RELEASE (727-3452) 17 February 1976 FOR IMMEDIATE RELEASE Mary Stevens Carroll, for 25 years a reporter for the United Press, has been named Montana Senior Citizens Chairman for the President Ford Committee. The appointment was announced by State Ford Chairman, Kenneth R. Neill! Mrs. Carroll currently authors a column in the Republican party's state newspaper TRUNK LINE titled "A Carroll Line." She is a member of the Cascade County Republican Central Committee and editor of "Woman Talk," a monthly county GOP publication. In accepting the appointment Mrs. Carroll said, "I feel President Ford deserves our support for the way in which he has tried to stem this tide of deficit spending. Our paychecks have had more and more withholding and the dollars left buy less and less. It took courage for the President to try with his vetos to stop this. People of every party should vote for a "common sense" man such as Gerald Ford." Mrs. Carroll currently is a board member of the College of Great Falls Guild, and the Cascade County Republican Women's Club. She is an active member in the Salvation Army Auxillary and the Travel Club. She is a former school teacher. During WW II she was Chairman of the American Committee for the Greek War Relief, public relations chairman for the British War Relief and the Cascade County Chapter of the American Red Cross. She and her late husband, Walker B. Carroll, have two children, a son, Dr. Joseph M. Carroll, Superintendent of Schools of Palm Beach County, Florida, and a daughter, Mrs. Charles E. Allen, Gig Harbor, Washington. ######## GERALD FORD LIBRAST The President and Committee, Howard it California the Federal tertion Commission and SUGGESTED TARGET AREAS, OLDER 1970 AMERICANS COUNTY POPULATION CITY POPULATION Adams 13,672 Quincey 9,778 Champaign 13,935 Champaign 5,431 Urbana 3,208 Cook 755,206 Chicago 516,353 Suburbia (Cook County) (a) Berwyn 12,769 (b) Maywood 3,568 Cicero 12,293 Evergreen Park 4,419 Elgin 10,381 Niles 3,176 Evanston 15,518 Harvey 3,827 Des Plaines 5,618 Elmwood Park 4,297 Oak Park 14,088 Arlington Heights 4.547 Oak Lawn 6,709 Blue Island 4,098 Skokie 8,367 Chicago Heights 4,296 Park Ridge 6,243 DuPage 42,548 Bensenville 1,194 Glen Ellyn 2,221 Hinsdale 2,094 Lombard 2,829 Villa Park 3,208 Wheaton 3,102 Elmhurst 6,353 Downers Grove 3,590 Naperville 1,921 Kane 32,013 Aurora 10,102 St. Charles 1,604 Kankakee 15,177 Kankakee 5,208 Knox 11,638 Galesburg 7,121 Lake 35,947 Waukegan 7,732 Highland Park 3,470 Lake Forest 1,978 Zion 1,608 North Chicago 2,097 LaSalle 19,208 Ottawa 3,337 LaSalle 2,383 Peru 1,962 Streator 2,964 $ FORD McLean 14,485 Bloomington 6,725 Normal GERALD 1,949 COUNTY POPULATION CITY POPULATION Macon 18,804 Decatur (Urbanized Area) 15,689 Madison (See St. Clair 34,410 Alton 7,437 County) Collinsville 2,921 Granite City 5,180 Wood River 1,724 Edwardsville 2,155 Peoria 30,317 Peoria 19,958 Urbanized area 35,085 Rock Island 23,962 Rock Island 8,328 Moline 7,591 Ill. Urban Balance 10,880 Davenport, Ill. portion 14,455 St. Clair 37,760 E. St. Louis 10,736 Belleville 8,326 Remainder in Ill. portion of SMSA 33,713 Saugmon 26,721 Springfield 17,015 Tazewell 13,832 East Peoria 2,125 Pekin 4,344 Vermilion 16,449 Danville 7,665 Will 26,142 Joliet 12,448 Winnebago 30,385 Rockford 21,664 Rockford Urbanized Area 26,179 Total Rockford SMSA 33,540 Total population 60 and over for these twenty counties: 1,212,611 Total population 60 and over statewide: 1,571,497 FORD is GERMLD LIBRAR Campaign76 Media Communications, Inc. 1828 L STREET, N.W., WASHINGTON, D.C. 20036 (202) 833-8950 MARCH 3, 1976 TO: JIM MILLS FROM: BRUCE WAGNER SUBJECT: OLDER AMERICANS CAMPAIGN IN ILLINOIS Many thanks for filling me in regarding your plans for Illinois -- they 're most impressive. I think we should get together regarding the possible media budgets for Older Americans copy in Illinois and future Primaries. Assuming the funds for this effort come out of the overall PFC allocation, we should discuss the specifics and relative importance of various elements of the advertising plan. Separately, I'm not sure we 11 have the newspaper ad by tomorrow as you suggest, but we 11 have a full page newspaper ad for your consideration in the very near future. Regarding the merit of measuring the impact of the advertising: as we discussed last evening, we're very much in favor of research of the advertising. Nevertheless, we should be sure to agree on the relative need for research of each individual effort; as always, copy research is expensive and should be executed with care in terms of the allocation of funds. Let's discuss these subjects at your convenience. CC: E. deBolt B. Marick S. Spencer F. Slight P. Dailey C. Wilhite GERALD FOND LIBRARY Peter H. Dailey, Chairman & Chief Executive Officer; Bruce S. Wagner, Executive Vice President; Robert C. Moot, Treasurer; Robert P. Visser, Secretary President Ford Committee 1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400 March 10, 1976 MEMORANDUM FOR: BO CALLAWAY THROUGH: BOB MARIK FROM: JIM MILLS SUBJECT: Older Americans National Advisory Committee Attached for your approval is the blueprint outlining the overall method contemplated for the formation of this Committee. Should you recommend any changes, a revised version will be forwarded to you as soon as possible. cc Stu Spencer Ed Debolt FORD is GERALD LIBRARY The President Ford Committee, Howard H. Callaway, Chairman, Robert Mosbacher, National Finance Chairman, Robert C. Moot, Treasurer. A copy of our Report is filed with the Federal Election Commission and is available for purchase from the Federal Election Commission, Washington, D.C. 20463. OLDER AMERICANS FOR PRESIDENT FORD NATIONAL ADVISORY COMMITTEE 1. Introduction 1.1 Purpose 1.2 Assumptions 2.0 Organization 2.1 State 2.2 Local 2.3 National 2.4 Ethnic Integration 2.5 Organization Charts 3.0 Timetable GERALO FORD 1.0 Introduction In realizing the overall goal of the Older Americans Division, P.F.C., i.e., to increase awareness among senior Americans that the President is helping them so that they will work and vote for him, an Older Americans for President Ford National Advisory Committee is to be established. Agree Disagree 1.1 Purpose The objectives of this Committee will be to: a. strengthen the President's active constituency among older voters by expanding membership on the Committee down to the local level, and b. assist and advise in realizing the goals and activities of the Older Americans Divison, P.F.C., and the overall campaign. (See Older Americans Division, Campaign Plan). 1.2 Assumptions a. that the requirement to focus attention on primary states on a rotating basis encourages development of the Committee membership from the state level down to the local level. b. that key general election states where primaries are not scheduled or where they are late, should be organized, as well, C. that official formation and announcement of the Older Americans National Advisory Committee can best be accomplished after state organization and appointment of officers. d. that all local and state members be automatically included as a National O.A. Committee member. e. that the leadership of the National Advisory Committee be known for their concern and activity in the field of aging as well as other realms and be designated as the Executive Board of the O.A. for President Ford National Advisory Committee. GERALD TODO 2 f. that the leadership also be determined based on geographic location, name recognition, interest in serving, and political profile, g. that the Executive Board membership of the National Older Americans Advisory Committee include a balance of ethnic representation, national organization affili- ation, and prominence. 2.0 Organization 2.1 State The first step in the formation of the Older Americans for President Ford National Advisory Committee is the identification of prominent non-controversial Republican leaders involved or knowledgeable in the field of aging on the state level. This is to be accomplished by April 30th in all first and second priority states. The deadline for third priority states is set for May 31st. Two of these individuals are identified to serve (minimumly) as figurehead Co-chairpersons. Where no substantial activity (per state Older American plans) is expected from the appointees and where information supports the need, a staff man will be employed to support and expand the Committee membership and carry out other state O.A. campaign objectives. This expansion process is an integral part of the overall state Older Americans Campaign Plan (e.g., Illinois). In smaller states, chairpersons will be selected on the above criteria, as well as their ability and desire to carry out the work activities of that state's O.A. campaign plan. 2.2 Local Level As indicated above, once confirmed, the Older Americans Chairman and/or the O.A. staff person will commence committee expansion within the state. The local Older Americans Committee chairpersons/members will be responsible for carrying out the activities as defined in: a. the state primary O.A. campaign plan when applicable, and b. the state general O.A. campaign plan. As state O.A. chairpersons are selected and local chair- persons/members are identified, the names and addresses will be forwarded to the Older Americans Division, P.F.C., for inclusion FORD as members of the National O.A. Advisory Committee. GERALD LIBRARY 3 Letters acknowledging membership will be sent by the Director, O.A.D. when notification of interest is sent directly to the national P.F.C. (brochures/correspondence). This is to commence immediately. Once the Executive Board membership is finalized such acknowledgement will originate from its leadership (July 1.) 2.3 National As indicated, all senior citizens working on behalf of the President will automatically be members of the National Committee. 2.3.1. Executive Board An Executive Board of the O.A. for President Ford National Advisory Committee will be selected based on the following formula: a. Washington, D.C.: Chairperson Candidates: 1. 2. 3. 4. b. Illinois: Midwestern Regional Chairperson Candidates: 1. 2. 3. 4. C. New York: Eastern Regional Chairperson Candidates: 1. 2. 3. 4. d. Texas: Southwest Regional Chairperson Candidates: 1. 2. 3. 4. e. California: Western Regional Chairperson Candidates: 1. 2. 3. 4. BERALD FORD LIBRARY 4 f. Florida: Southern Regional Chairperson Candidates: 1. 2. 3. 4. 00 State Members Each state chairperson or co-chairperson will be con- sidered a member of the Executive Board. The Advisory Committee's Executive Board will be responsible for: 1. advising the Director, Older Americans Division, P.F.C. 2. carrying out or assisting in the implementation of the state O.A. campaign plans in their respective areas, 3. attending one Washington, D.C. meeting sometime between July and September. The precise proposal for this meeting will be submitted to the appropri- ate parties and the Chairman, President Ford Committee, in May. It is intended that the meeting serve two primary functions. They are: aa. high visibility-media event, and bb. state planning and information exchange. 2.32 Ethnic Integration In addition to the above membership criteria, attempts will be made to add one member for each major ethnic group. Such appointments may of necessity also be classified as state members. 2.33 National Organizations Attempts will be made to identify appropriate ex-officers of senior citizen organizations (AARP, NCSC, NRTA, etc.) in the Executive Board selection process. The specific Executive Board membership and activity plan in to be submitted by April 30th. 2.4 Organizational Charts (see following page) FORD of LIBRARY OLDER AMERICANS DIVISION, P. F. C. Organization Chart I STATE PFC CHAIRMAN, PFC CHAIRMEN DEPUTY CHAIRMAN FOR ADMINISTRATION COMMISSIONER ON AGING OTHER DIRECTORS, A. S. Flemming PFC DIVISIONS DIRECTOR, OLDER AMERICANS DIVISION EXECUTIVE BOARD, DEPUTY DIRECTOR, OLDER AMERICANS FOR DOMESTIC COUNCIL PRESIDENT FORD NATIONAL Jim Cavanaugh ADVISORY COMMITTEE SECRETARY OAD OLDER AMERICANS FOR P.F.C. OAD VOLUNTEERS FIELD COORDINATOR OAD STATE PFC DIRECTORS VOTING BLOC STAFF, AND LOCAL O.A.P.F.C. & IDAD GERALD LIBRARY SUMMARY CRITICAL PATH CHART: OLDER AMERICANS FOR PRESIDENT FORD NATIONAL ADVISORY COMMITTEE ( OAFPFNAC) LIBRARY 07/830 Goal Ia Goal IIb Goal IIIc Goal IVd Goal Ve Executive Executive Executive Commence Executive Board Board Board Executive Board OAFPFNAC Plan Officers & Board Meeting Plan Approved Members Correspondence submitted Appointed sent to convention (April 30) tb=5 days tc=10 days Membership (May 15) (June 15) te=30-75 75 days (possible (May 5) td=30 days activity) (July 15- Goal VI August 31) Goal I ta=45 days Campaign Older Ameri- Objectives cans for Achieved; President Letters of Ford National Acknowledge Advisory ment sent Committee (Nov. 15) Organizational individual State 01der O.A.D. Local Chairper Plan Approved State 01der State Older Americans correspondence sons appointed (March 15) Americans GOTV American Chair- Campaign Plans sent to & membership Plans Developed person(s) Developed and field member- expanded; names & Approved in t₁=¹-75 days appointed by Approved in ship & activity re- concert with state P.F.C. t₂=1-75 days cooperation Chairman with State P.F.C. t3=1-125 days (Mar. 15- (Mar. 15-May31) t4=1-90 days ports submitted to O.A.D. ;0.A. D. (Mar.15- t5=60 days State P.F.C. (Sept. 15) (Mar 15-May 31) June 15) field visits July 14) Goal I Goal II Goal IV Goal V Goal III Activities t1=45 days 1. Older American Packet Completed 2. Letter from the Chairman and Packet Sent 3. Field Visits and Primary Campaign Activities Carried Out in Accordance with Current Action Plan t2= 1 - 75 days 1. Research 2. Field Communications t3= 1 - 90 days 1. Letter Developed and Approved t4= 1 - 125 days 1. Implementation of State O.A. Plan t₅= 60 days 1. State Program Assessed 2. Goals Established 3. O.A. Contribution to Goals Determined 4. Plan Developed GERALD LIBRARY She Special FYI. President Ford Committee 1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400 March 11, 1976 MEMORANDUM FOR: JERRY JONES FROM: JIM MILLS SUBJECT: Scheduling The President's scheduling vis-a-vis older Americans has had a tremendous effect. It has been most helpful to me in carrying out my efforts and has surely had a favorable impact at the polls. You may wish to give consideration to reducing the frequency of nursing home drop-bys in favor of sites which have a more positive image amongst the elderly (i.e., senior center, Area Agency Advisory Council meetings, nutrition programs, R.S.V.P. project stations, F.G.P., etc). CC Bob Marik Jan and four you mgth also mature this to state FORDO is LIBRARY TRAVEL PLANS FOR: Jim Mills TIME PERIOD: 3/11 - 3/18 DESTINATION: Reno/Arizona/New Mexico/Texas/Washington D.C. FLIGHT PLANS: Flight # Date Departure Arrival UA#247 3/11 Washington National 1:55p.m. Chicago 2:52 p.m. UA#223 3/11 Chicago 3:45 p.m. Reno 6:58p.m. HOTEL ACCOMMODATIONS: Reno Residence: 702/323-0600 3/11-3/13 (early a.m.) OTHER -A will call in to Betsey Bellows - 466-2113 Distribute: Marik DeBolt : FORD Watts Terrell GERALD LIBRARY President Ford Committee 1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400 March 11, 1976 MEMORANDUM FOR: JIM CAVANAUGH FROM: JIM MILLS SUBJECTS: Congressional Forums Catastrophic Health Legislation Congressional Forums: While there is consensus that the Administration should encourage scheduling of "town hall" type Older American Congressional Forums, little has been done in the planning realm. In order for a) Arthur S. Flemming and other spokesmen to schedule themselves in priority areas in a timely way, and b) Congressmen and staffs to have sufficient lead time, it is desirable to have states and districts targeted and sample formats available. The attached list of target areas was developed based on numbers of elderly, and state priority, Congressional representation, and media market. The format and model organization outline attached are intended to provide liaison with a tool useful in selling the concept and its simplicity. This program will be of great benefit to all involved and should be a priority item. Catastrophic Health Legislation: Given the sensitivity of this issue and its potential impact, I would like the opportunity to be briefed on the strategies you and Max Friedersdorf have, or are developing. This will help me in the planning and strategy formation process here at the P.F.C. I can be available for such a meeting immediately upon my return (i.e., 3/19 or 3/20). a FORD CC Bob Marik GERALD LIBRARY The President Ford Committee, Howard H. Calloway, Chairman, Robert Mosbacher. National Finance Chairman, Robert C. Moot, Treasurer. A copy of our Report is filed with the Federal Election Commission and is available for purchase from the Federal Election Commission, Washington, D.C. 20463. OLDER AMERICANS FORUM PLANNING Attached is material useful to those Congressmen and other leaders interested in organizing forums directed at increasing the senior Americans' awareness of the federal, state, and local governments activities on their behalf. Such forums will help meet the need of senior citizens to become familiar with and understand the services available to them. FORD is LIBRARY GENALD OVERVIEW For check-list purposes, a Senior Americans Forum can be divided into five components. They are: 1. Arrangements: A school auditorium, church social hall, VFW or American Legion hall or purlic meeting place near public transportation should be chosen as the location of the Forum. 2. Invitations: As many personal invitations as possible should be sent. Contact all clubs and churches. Pre-advertise inexpensively on radio and in the newspapers. Older persons read the papers more thoroughly than any other group. 3. Staging: The acoustics in your meeting place must be checked thoroughly. Make sure everyone can hear. Always use a P.A. system to be safe. Set up the forum (speaker's area, audience chairs) in a way that makes it easy for the spokesmen to interact with the audience. Avoid a stiff, formal arrangement. 4. Program: Sample Programs Attached. 5. Social Hour: Held after the program. Everyone ( speakers included) should mingle and have fun. Serve refreshments (coffee, tea, soft-drinks, cake). Explore the possibilities of entertainment (Senior Citizen string bands or Barber Shop Quartets, etc.). ARRANGEMENTS Facts to Consider When looking for a suitable place in which to hold an Older Americans Forum, it is important to consider the projected number of attendees. The ideal, of course, is to select a meeting place which is flexible enought to accomo- date either a smaller or larger crowd than you actually anticipate. The site of the Forum must be as close as possible to public transportation. The number of older persons who will attend the Forum is directly dependent upon the ease with which they can get there and back. This is another reason why a Forum should not start before 9a.m. nor conclude after 4p.m. If possible, the Forum site should be close to other attractions (shops, park, senior center) SO that those whom you would like to be there will have a reinforcing reason to attend. Place Generally, it will be unnecessary to rent a place in which to hold a Forum. Try to reserve a school auditorium senior citizen center, church social hall fire house, VFW hall, etc. FORDO & LIBRARY GERALD Transportation A committee of volunteers could be organized to provide "car pool" type transportation for those older persons who would like to attend the Forum but need help in getting there. Church groups and the like often have their own buses which they may allow to be used. Remember to consider return transportation in your scheduling. It must be just as convenient for attendees to get home as it is to get to the Forum. Ask local police to clear parking places in the immediate area of the building where the Forum is to be held so that attendees will not have to walk very far. First Aid If possible, try to have a doctor or nurse in attendance at the Forum The local Red Cross Chapter may be willing to provide a first aid volunteer and station wagon. The local fire department may of assistance in this matter. The use of volunteer ushers may help to prevent the need for first aid. Guest Register Every effort should be made to secure the names and addresses of attendees. A guest register or 3x5 cards could be used for this purpose. Ask attendees for their names and addresses so that information can be sent to them. INVITATIONS Publicity Advance publicity concerning the Forums, coverage of the event itself, and follow-up should be coordinated by the appropriate local Congressional staff. Personal Announcements As many personal invitations as possible should be extended to older Americans living in the area in which the Forum is to be held. Invitations should be personally distributed to all clubs, fraternal organizations, church groups, etc. Also remember to solicit all membership organizations, particu- larly those composed of older persons---AARP, NRTA, NARFE, NCSC. Telephone Pioneers. Also Rotary, Kiwanis, Lions, Chamber of Commerce, J.C.'s, American Legion, V.F.W., D.A.V., etc. You will find that these groups are also excellent potential sources for logistical support and "sponsor" type activity. Follow-up: Congressional staff should be sure to write thank you notes to all participants and supporters who helped. FORD is LIBRARY GERALD STAGING Set-up The speaker's area and the audience seats should be arranged in a way that permits interaction between the two. Formality should be avoided. Sound; Light; Ventilation Always check the acoustics of the meeting place carefully. Use sound amplification equipment and check to make sure that it is operating properly. Check for background noise (jet planes passing over; construction work) which might distract the audience or drown out a speaker. Make sure that the participants have enought light by which to read the material. If possible, lighting of the participants should be brighter than that of the audience, thereby highlighting your speakers. Be sure that there is adequate ventilation. Remember, when a room fills up with people the temperature will rise quickly. You should anticipate this when checking an empty meeting room. Take care to avoid drafts which may be caused by open windows. Crack windows at the top. Miscellaneous Prime consideration should be paid to the physical comfort of the audience don't "pack" them in, get the most comfortable chairs possible, leave wide aisles, etc. GERALD LISA ? FORD PROGRAM SENIOR AMERICANS: FORUMS DATE: LOCATION: SPONSORED BY CONGRESSMAN PROGRAM 9 a.m. to 9:15 Welcoming remarks by Sponsoring Representative . 9:15 a.m. to 9:45 "The State of : What IS IT Doing to Help the Elderly". Speaker: Director or Representative from the State Office on Aging. 9:45 a.m. to 10:15 Social Security. Past and future changes in the system. How are the bank deposits of Social Security checks working out? What about future cost-of-living increases? What new services does Social Security offer: Repre- sentative from local Social Security Office. 10:15 a.m. to 10:30 a.m. The local area Agency on Aging. What is it doing and how many people are being reached. Director. 10:30 a.m. to 11 a.m. Half-hour coffee break. 11 a.m. to 1130 a.m. Senior Citizens Housing. What is the status of project in What is the demand and the . prospects for more construction under the rent subsidy program? Director of the local/regional office of HUD. 11:30 a.m. to 12 p.m. Panelists will answer questions from the audience on health, nutrition, housing, utility costs and various services. Panelists will be , , , , and . 12 p.m. to 12:15 p.m. RSVP. Where can Senior Citizens help. Local RSVP Director. 12:15 p.m. Representative introduces Dr. Arthur S. Flemming, U.S. Commissioner on Aging (or his designate) for principle speech. 1 p.m. Brief concluding remarks by Representative thanking Dr. Flemming and all those participating. BERALD FORD LIBRAGA SENIOR AMERICANS: FORUMS DATE: LOCATION: SPONSORED BY CONGRESSMAN CONFERENCE SCHEDULE 4:00 p.m. Registration 7:30 p.m. Convening of Conference 8:00 p.m. Keynote Address by Dr. Arthur S. Flemming, U.S. Commissioner on Aging (or his designate) 9:00 p.m. Reception for Dr. Flemming (or designate) 9:00 a.m. Registration 9:30 a.m. Convening of meeting 10:00a.m. Remarks by , Director, State Office of Aging 10:30a.m. "Congress and Aging Legislation" by Representative 12:00 noon Luncheon (Dutch Treat) 2:00 p.m. Workshops 4:00 p.m. Workshop Reports and Summary 5:00 p.m. Adjournment FORD & LIBRARY SOCIAL HOUR Format The Social Hour, directly following the formal portion of the Forum, should be relaxing and fun. Audience and Forum participants should mingle informally and get to know each other. Refreshments Coffee, tea, lemonade, soft drinks, coke, finger sandwiches, cake, cookies, etc. should be served during the Social Hour. Often the local women's GOP club, a church ladies auxiliary, Older Person Organ- ization, service club, etc. will be willing to take charge of the Social Hour and provide some "homemade" refreshments. Entertainment A highlight of every Forum should be some form of entertainment. It need not be sophisticated and should involve local older persons if possible. Check local clubs, fraternal organizations, church groups, etc. If older person performers cannot be found, try for youths (choral group, etc.). Old persons and young persons mix particularly well. An excellent film called "May the Last be the Best" prepared by the Admin i stration on Aging could be shown (if not shown during the program portion of the Forum) (28 minutes). FORD is LIBRARY CONGRESSIONAL FORUM TARGETING BY STATE I. Primary Priorities (May 1 - 31) Projected Actual Voters Population 60+ A. California 1,990,660 40th District 27th District 22nd District 41st District 33rd District 39th District 26th District B. Michigan 805,700 19th District 3rd District 2nd District 6th District C. Ohio 1,475,990 1st District 2nd District 3rd District 12th District FORD is 07V830 LIBRARY II. General Election Only Priority States Projected Actual Voters Population 60+ A. California 1,990,660 40th District 27th District 22nd District 41st District 33rd District 39th District 26th District B. New York 2,006,760 23rd District 35th District 38th District 33rd District 5th District C. Illinois Pending - To be completed March 15 D. Ohio 1,475,990 1st District 2nd District 3rd District 12thDistrict GERALD FORD LIBRARY Projected Actual Voters Population 60+ E. Texas, Pending - To be completed by March 15 F. Pennsylvania " G. Michigan 805,700 19th District 3rd District 2nd District 6th District H. Florida Pending - To be completed by March 15 I. New Jersey " J. Indiana " K. Missouri " L. Wisconsin " M. North Carolina " N. Washington " O. Tennessee " III. General Election Only Second Priority States A. Virginia Pending - To be completed by March 15 B. Oklahoma " C. Kentucky " D. Iowa " E. Nebraska " F. Colorado " FORD is LIBRARY

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    "ocrText": "The original documents are located in Box B2, folder \"Special Voter Groups - Senior\nCitizens (1)\" of the President Ford Committee Campaign Records at the Gerald R. Ford\nPresidential Library.\nCopyright Notice\nThe copyright law of the United States (Title 17, United States Code) governs the making of\nphotocopies or other reproductions of copyrighted material. Gerald R. Ford donated to the\nUnited States of America her copyrights in all of her husband's unpublished writings in National\nArchives collections. Works prepared by U.S. Government employees as part of their official\nduties are in the public domain. The copyrights to materials written by other individuals or\norganizations are presumed to remain with them. If you think any of the information displayed\nin the PDF is subject to a valid copyright claim, please contact the Gerald R. Ford Presidential\nLibrary.\nPresident Ford Committee\n1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400\nFebruary 11, 1976\nMEMORANDUM FOR:\nPFC LEADERSHIP\nFROM:\nFRED SLIGHT\nDirector of Research\nSUBJECT:\nPresident Ford's Special\nMessage on Older Americans\nIn his recent special message to Congress, President Ford re-\naffirmed his commitment to the needs of older Americans, and\nto draw on their strengths in resolving the problems of America.\nHe asked Congress to:\n\"\nhelp our nation demonstrate by its deeds a deep\nconcern for the dignity and worth of our older persons.\nBy doing so, our nation will continue to benefit from\nthe contributions that older persons can make to the\nstrengthening of our nation. 11\nPresident Ford noted that the single greatest threat to the quality\nof life of older Americans is inflation. His first economic pri-\nority has been to fight inflation -- and his programs have cut\nnearly in half the double digit inflation experienced in 1974.\nBut, he said,\n\"\nthe retired, living on fixed incomes, have been\nparticularly hard hit, and the progress we have made\nhas not benefited them enough.\nTo meet this problem, President Ford has included in his budget\nrequest for 1977 a full cost of living increase in Social Security\nbenefits, that will help bolster the purchasing power of 32\nmillion Americans. Because the President is determined that the\nSocial Security system will remain fiscally sound, he has also\nrequested legislation to increase payroll taxes by three-tenths\nof one percent to cover these added costs.\nTo alleviate the burden of catastrophic illness, President Ford\nhas proposed:\nLIBRARY GERALD ? FORD\n*\nExtending Medicare benefits by providing coverage for\nunlimited days of hospital and skilled nursing facility\ncare for beneficiaries. and\nLimiting the out-of-pocket expenses of beneficiaries\nfor covered services, to $500 per year for hospital\nand skilled nursing services, and $250 per year for\nphysician and other non-institutional medical services.\nThe President Ford Committee, Howard H. Callaway, Chairman, Robert Mosbacher, National Finance Chairman, Robert C. Moot, Treasurer. A copy of our\nReport is filed with the Federal Election Commission and is available for purchase from the Federal Election Commission, Washington, D.C. 20463.\n--2-\nThe President closed his message with the below statement which\nmay best reflect his commitment to resolving the problems and\nmaking use of the talents of our older citizens:\n\"Today's older persons have made invaluable contributions\nto the strengthening of our nation. They have provided\nthe nation with a vision and strength that has resulted\nin unprecendented advancements in all of the areas of\nour life. Our national moral strength is due in no small\npart to the significance of their contributions.\"\nThe President's special message on older Americans, and a fact sheet\ndescribing his programs, are attached.\nAttachments\nFORD is 038870 LIBRARY\nEMBARGOED FOR RELEASE\nUNTIL 12:00 NOON (EST)\nFebruary 9, 1976\nOffice of the White House Press : ecretary\nTHE WHITE HOUSE\nFACT SHEET\nTHE PRESIDENT'S MESSAGE ON OLDER AMERICANS\nTABLE OF CONTENTS\nPAGE\nI.\nSocial Security Amendments of 1976\n1\nBackground\n1\nDescription\n2\nTax Increase for Employees/Employers\n2\nTax Increase for Self-Employed\n3\nCost Effects\n4\nOther Provisions\n4\nII. Medicare Improvements of 1976\n6\nBackground\n6\nDescription\n6\nA. Catastrophic Cost Protection for\n6\nDEBALO E. FORD LIBRARY\nHealth Care\nB. Cost Sharing Modifications\n6\nC. Reimbursement Limits\n7\nFurther Description of Elements of Program\n7\nA. Catastrophic Protection\n7\nB. Benefit Package\n7\nC. Cost Sharing\n8\nD. Provider Reimbursement\n10\nE. Cost Estimates\n10\nF. Number of Persons Covered\n11\nIII. Older Americans Act\n12\nDescription, by Title\n12\nTHE PRESIDENT's MESSAGE ON OLDER AMERICANS\nThe President's message to Congress today referred to two\nproposals dealing with income and health security for the\naged and stated his continuing support for programs delivering\nservices to the elderly under the Older Americans Act.\nI.\nSOCIAL SECURITY AMENDMENTS OF 1976\nTo assist in protecting the financial integrity of the Social\nSecurity system, the President is proposing to increase the\nSocial Security Old Age, Survivors and Disability Insurance\n(OASDI) tax rate by 0.3 percent each for employers and em-\nployees, and by 0.9 percent for the self-employed, beginning\nJanuary 1, 1977. This increase would be divided between the\nOASI trust fund, which would receive 0.175 percent, and the\nDI trust fund, which would receive 0.125 percent.\nIn addition, provisions are included to phase out benefits\nfor 18-22 year old full-time students, to change the Social\nSecurity retirement test from a limit on monthly earnings to\na limit on annual earnings with no change in the amounts in-\nvolved, and to eliminate the payment of monthly Social Security\nbenefits for the months before a person files a claim if future\nmonthly benefits would be permanently reduced as a result.\nBACKGROUND\nThe Old Age, Survivors and Disability Insurance (OASDI) trust\nfunds are paying out more in benefits than their current payroll\ntax receipts. This is largely due to increased benefits in the\npast few years and payroll tax receipts, which have lagged be-\ncause of unemployment and slowed wage growth.\nIn 1975, the expenditures of the OASDI program exceeded income\nto the program by $1.8 billion. Outgo is expected to exceed\nincome by more than $4 billion in 1976. Under present tax rates,\nthe OASDI funds will continue to pay out more than they take\nin in all subsequent years until they are exhausted in the 1980's.\nAt present, it is possible to make up the shortfall in income\nby spending assets of the trust funds. Additional income is\nneeded within the next few years, however, to prevent the trust\nfund assets from falling below an acceptable level --- and\nultimately being exhausted.\nThe following table illustrates the projected status of the\ncombined OASDI trust funds under two different sets of economic\nassumptions if no additional revenue is provided to the funds:\nmore\n2\nStatus of OASDI Trust Funds-Present Law\n(Dollars in billions)\n1977 Budget Assumptions\n1975 Social Security\nTrustees Report Assumptions\nAssets\nAssets\nbeginning of year\nbeginning of year\nCalendar\nIncome\nas % of outgo\nIncome\nas % of outgo\nYear\nMinus Outgo\nduring year\nMinus Outgo\nduring year\n1977\n$-4.1\n46%\n$--5.0\n44%\n1978\n-4.3\n37\n-5.8\n33\n1979\n-3.4\n29\n-6.2\n25\n1980\n-2.6\n24\n-7.0\n18\n1981\n-2.0\n20\n-9.0\n11\nTo prevent the rapid decline of the Social Security trust funds\nover the next few years, the choices are either to restrain in-\ncreases in retirement and disability benefits or to increase\nrevenues.\nDESCRIPTION OF PROGRAM\nThe President has included a full cost of living increase in\nSocial Security benefits in his FY 1977 budget. To improve\nthe future financial stability of the Social Security system,\nthe President proposed, effective January 1, 1977, a payroll\ntax increase of percent each for employees and employers\nof covered wages. Also, the OASDI tax rate for the self-\nemployed would be restored to a level equal to 1-1/2 times\nthe employee rate.\nThe current Social Security tax rate is 5.85% for each employee\nand employer of covered wages. Under this proposal, the tax\nrate in 1977 would be 6.15% on a maximum wage base of $16,500.\nThis increase will cost workers with the maximum taxable in-\ncome less than $1 a week and will help stabilize the trust\nfunds so that current and future recipients can be assured of\nthe benefits that they have earned.\nThe following table shows the Social Security tax rates for\nemployees and employers each under present law and under the\nproposal. It includes the Medicare Hospital Insurance (HI)\ntax in order to show the effect of the proposal on total\nSocial Security tax rates.\nSocial Security Tax Rates\nPresent Law\nProposal\nCalendar\nYear\nOASDI\nHI\nTotal\nOASDI\nHI\nTotal\n1976\n4.95%\n.9%\n5.85%\n4.95%\n.9%\n5.85%\n1977\n4.95\n.9\n5.85\n5.25\n.9\n6.15\n1978-80\n4.95\n1.1\n6.05\n5.25\n1.1\n6.35\n1981-85\n4.95\n1.35\n6.30\n5.25\n1.35\n6.60\n1986-2010\n4.95\n1.50\n6.45\n5.25\n1.50\n6.75\n2011+\n5.95\n1.50\n7.45\n6.25\n1.50\n7.75\nmore\n3\nThe following table shows the additional income, over what would\nbe produced by present law tax rates, and the ratios of trust\nfund assets to outgo that would result from the proposed 0.3%\nrate increase. For purposes of comparison, the information is\nshown on the basis of the economic assumptions used in the 1977\nbudget and also on the basis of the earlier assumptions used in\nthe 1975 Social Security Board of Trustees' Report.\nCost Effect of 0.3% Increase\n(Dollars in billions)\n1977 Budget\n1975 Trustees\nAssumptions\nAssumptions\nAssets\nAssets\nbeginning of year\nbeginning of year\nCalendar Additional as % of outgo\nAdditional\nas % of outgo\nYear\nIncome\nduring year\nIncome\nduring year\n1977\n$ 4.4\n46%\n$ 4.4\n44%\n1978\n5.2\n41\n5.2\n39\n1979\n5.9\n39\n5.7\n36\n1980\n6.5\n38\n6.3\n34\n1981\n7.1\n40\n6.9\n32\nThe effect of the proposal on taxes paid by employers and em-\nployees is at maximum an increase of less than $1.00 per week.\nThe following table shows the taxes paid by employees at various\nearnings levels in 1976 and the amounts they would pay in 1977\nunder present law and under the proposal.\nSocial Security Taxes for Employers and Employees,\nEach, under Present Law and under the Proposal\n1976\n1977.\nYear's Increase\nEarnings\nover\nLevel\nPresent Law\nProposal\nPresent Law\nLIBRARY\n$ 5,000\n$292.50\n$292.50\n$\n307.50\n$15.00\n7,500\n438.75\n438.75\n461.25\n22.50\n10,000\n585.00\n585.00\n615.00\n30.00\nMaximum\n895.05\n965.25\n1,014.75\n49.50\nThe following table shows the Social Security tax rates for\nOASDI for employees and employers, each, and for the self-\nemployed under the present law and under the proposal.\nEmployees and\nCalendar\nEmployers (Each)\nSelf-Employed\nYear\nPresent Law\nProposal\nPresent Law\nProposal\n1976\n4.95%\n4.95%\n7.0%\n7.9%\n1977\n4.95\n5.25\n7.0\n7.9\n1978-80\n4.95\n5.25\n7.0\n7.9\n1981-85\n4.95\n5.25\n7.0\n7.9\n1986-2010\n4.95\n5.25\n7.0\n7.9\n2011 +\n5.95\n6.25\n7.0\n9.4\nV $15,300 for 1976; projected to increase automatically\nunder present law to $16,500 for 1977 under 1977 budget\nassumptions.\nmore\n4\nThe following table shows present and proposed allocation to\nthe DI trust fund for employees and employers combined and\nfor the self-employed.\nEmployees and Employers, Combined\nSelf-Employed\nCalendar\nPresent\nPresent\nYear\nLaw\nProposal\nLaw\nProposal\n1977\n1.15%\n1.40%\n0.815%\n1.055%\n1978-80\n1.20\n1.45\n0.850\n1.090\n1981-85\n1.30\n1.55\n0.920\n1.165\n1986.2010\n1.40\n1.65\n0.990\n1.240\n2011+\n1.70\n1.95\n1.000\n1.465\nCOST EFFECT\nThe following table shows the additional income, over what\nwould be produced by present law tax rates, that would result\nfrom the proposed 0.3% rate increase, on the basis of the\neconomic assumptions used in the 1977 budget.\nAdditional Income\nas a Result of\nCalendar\n0.3% Increase\nYear\n(billions)\n1977\n$ 4.5\n1978\n5.7\n1979\n6.3\n1980\n7.0\n1981\n7.7\n1977-81\n31.2\nThe following table shows the yearly increase under the\nproposed 0.9 percent rate increase for the self-employed\non the basis of the economic assumptions used in the\nFY 1977 budget.\nOASDHI Taxes for the Self-Employed\nunder Present Law and under a Proposal\nto Increase the Rate to 1.5 Times the Employee Rate\n1976\n1977\nIncrease\nEarnings\nOver\nLevel\nPresent Law\nProposal\nPresent Law\n$ 5,000,\n$ 395.00\n$\n395.00\n$ 440.00\n$ 45.00\n7,500\n592.50\n592.50\n660.00\n67.50\n10,000\n790.00\n790.00\n880.00\n90.00\nMaximum\n1,208.70\n1,303.50\n1,452.00\n148.50\nOTHER PROVISIONS INCLUDE:\n--- Phasing out Social Security benefits for students aged\n18-22 who are in school full time. The phase out would occur\nover 4 years so that no student now receiving benefits would\nbe eliminated. Federal student grant and loan programs and\nother student assistance programs enacted since the student\nbenefit was included in the Social Security Act provide and\n$15,300 for 1976; projected to increase automatically to\n$16,500 for 1977 under 1977 Budget assumptions.\nmore\n5\nmake available a wide range of funds for educational support.\nSavings to the Social Security system from this phase out are\napproximately $300 million in FY 1977.\n- Changing the Social Security retirement test from a limit\non monthly earnings to a limit on annual earnings with no change\nin the amounts involved. This change would eliminate current\ninequitable treatment for those who receive earnings in some\nmonths but not In others, as opposed to those who receive\ncomparable earnings spread equally in each month.\n--- Eliminating the payment of monthly Social Security benefits\nfor the months before a person files a claim if future monthly\nbenefits would be permanently reduced as a result. Faced with\na choice between a large lump-sum payment and a reduction of\nfuture benefits, beneficiaries in many cases prejudice their\nlonger run income. This result is considered inconsistent with\nthe purposes of the Social Security Act.\nmore\n6\nII. MEDICARE IMPROVEMENTS OF 1976\nThe President is proposing significant modifications in the\nFederal Medicare program to provide catastrophic health cost\nprotection to Medicare beneficiaries, changes in cost sharing\nrequirements, and limits on the annual cost increases which\nwill be reimbursed by Medicare.\nBACKGROUND\nThe Nation's health care system continues to be one of the\nmost inflationary sectors of the economy. Hospital costs have\nrisen by more than 200 percent since 1965 (from $40/day to\n$128/day), and physicians' fees have risen more than 85% in\nthe same period. Both rates of increase are significantly\nhigher than the corresponding increases in the consumer price\nindex.\nMedicare is a major component of Federal health spending. It\nprovides protection to more than 24 million aged and disabled\nAmericans, and is expected to pay out more than $17 billion\nfor health care in 1976. However, Medicare has several\nfailings --- it does not provide protection against the catas-\ntrophic financial burden of extended illness, and it does not\ninclude adequate restraints on the increases in the costs of\nhealth care.\nFor hospital care, Medicare currently pays nothing for the\nfirst day, 100% of costs from the 2nd through the 60th day,\na reduced percentage through the 150th day, and nothing at\nall after that. This pattern serves to lengthen short-term\nhospital stays, but can lead to financial ruin for persons\nsuffering serious, extended illness. Medicare also requires\na $60 deductible and co-payments of 20% for physicians'\nservices. Since there is no annual maximum, this provision\ncontributes to the financial burden of catastrophic health\ncosts.\nAn additional problem with Medicare is that it contains\ninadequate mechanisms to control health inflation. Like\nmost health insurance plans, it reimburses largely on the\nbasis of actual costs or customary charges giving providers\ninsufficient cause to seek to limit cost increases.\nDESCRIPTION OF PROGRAM\nThe major elements of the proposed Medicare Improvements of\n1976 are the following:\nA. Catastrophic Cost Protection for Health Care\nFor the first time, Medicare beneficiaries would be\nprovided protection against catastrophic health costs\nby limiting the amounts an individual must pay an-\nnually to $500 for covered hospital and nursing home\ncare and $250 for covered physicians' services. These\nlimits will be allowed to increase in future years in\nproportion to increases in cash benefits.\nB. Cost Sharing Modifications\n---- Hospital Costs (Part A). Part A benefits would\nbe expanded to provide unlimited hospital and skilled\nnursing facility (SNF) days. Under this proposal,\nbeneficiaries would be required to pay a deductible for\nthe first day of a hospital stay (as under current law),\nand 10% of additional charges up to an annual maximum\nof $500 for all covered Part A services.\nmore\n7\n-- Physicians' Services (Part B). This proposal\nwould increase the current annual deductible of $60\nto $77 and maintain the existing co-payment of 20%\nfor physicians' services. However, it would institute\na maximum of $250 a year. The deductible would in-\ncrease with Social Security benefit increases. It\nwould also establish a coinsurance of 10% of all\ncharges above the deductible for all hospital-based\nphysician and Part B home health charges.\nC. Reimbursement Limits\nAnnual Medicare reimbursement increases would be\nlimited to 7% for Part A provided per diem or per\nvisit costs and 4% for physicians' service charges\nin 1977 and 1978.\nDetailed Explanation\nA. CATASTROPHIC PROTECTION\nService\nCurrent Law\nPresident's Proposal\nPart A\nNo maximum liability\n$500 annual maximum\nlimit on out-of-pocket\nliability limit for\nexpenses for covered\nall covered services\nservices.\nin 1976 and 1977, in-\ncreased in future\nyears in proportion to\nincreases in cash\nbenefits. All out-\nof-pocket expenses\nincurred in the last\nmonth of calendar year\ncan be carried forward\nto next year.\nPart B\nNo maximum liability\n$250 annual maximum\nlimit on out-of-pocket\nliability limit for\nexpenses for covered\nall covered services\nservices.\nin 1976 and 1977, in-\ncreased in future\nyears in proportion\nto increases in cash\nbenefits. Same one\nmonth carry-over as\nPart A. Out-of-pocket\nexpenses for charges\nin excess of reasonable\ncharges do not count\ntoward the maximum\nliability limit.\nB.\nBENEFIT PACKAGE\n1. Medicare Part A\nService\nCurrent Law\nPresident's Proposal\na. Hospital\n90 days per benefit\nUnlimited days.\ndays\nperiod plus 60 days\n(except\nof life-time reserve.\nin psy-\nchiatric\nhospitals)\nmore\n8\nb. Psychiatric\n190 lifetime days.\nSame as current law.\nhospital\ndays.\nC. Skilled\n100 days per\nUnlimited days.\nnursing\nbenefit period.\nfacility\n(SNF) days.\nd. Post-\n100 visits per\n100 visits in year\nhospital\nbenefit period\nfollowing hospital\nhome health\nfollowing hospi-\nor SNF discharge.\nvisits.\ntal or SNF\ndischarge.\n2. Medicare Part B\nNo change in current coverage which has no upper\nlimits on most covered services.\nHome health services would continue to be limited\nto 100 visits per year and outpatient psychiatric\nservices to no more than $500 of reasonable charges\nper year and out-patient physical therapy services\nprovided by a self-employed therapist to no more\nthan $100 in reasonable charges per year.\nC. COST SHARING\nLIDERAY GERALD FORD\n1. Medicare Part A\nService\nCurrent Law\nPresident's Proposal\na. Hospital Services\nDeductible\n$104 for initial\n$104 per admission,\nhospitalization in\nand allowed to rise\neach benefit period\nannually. Deductible\nbeginning in 1976\nwaived if Medicare\n(based on average\ncovered inpatient\ndaily hospital\nservices were received\ncosts in 1974) and\nwithin 60 days prior\nrising annually to\nto admission.\nreflect increases\nin hospital costs.\nCoinsurance\nAn amount equal to\n10% of hospital\n1/4 of the deduc-\ncharges above the\ntible for days\ndeductible.\n61-90 in a benefit\nperiod and 1/2 of\nthe deductible for\nthe 60 lifetime\nreserve days.\nb.' SNF Services\nDeductible\nNone\nNone\nCoinsurance\nNone for the first\n10% of charges.\n20 days. An amount\nequal to 1/8 of the\nhospital deductible\nfor days 21-100.\nmore\n9\nService\nCurrent Law\nPresident's Proposal\nC. Home Health Services\nDeductible\nNone.\nNone.\nCoinsurance\nNone.\n10% of charges.\nd. Blood\nDeductible\n3 pints per benefit 3 pints per year.\nperiod.\n2. Medicare Part B\nService\nCurrent Law\nPresident's Proposal\na. Physician,\noutpatient\nhospital care,\noutpatient\nphysical\ntherapy and\nspeech path-\nology,\nlaboratory\nservices,\nmedical\nsupplies and\nmost other\ncovered\nservices.\nDeductible\n$60 per calendar\n$77 in 1976 and 1977,\nyear, increased\nand increased in\nin future years\nfuture years in pro-\nin proportion to\nportion to increases\nincreases in cash\nin cash benefits.\nbenefits.\nCoinsurance\n20% of reasonable\nSame.\ncharges above the\ndeductible.\nb. Hospital-\nbased\nphysicians\n(inpatient\npathology\nand radiology)\nDeductible\nNone.\nNone.\nCoinsurance\nNone.\n10% of charges.\nc. Home Health\nServices\nDeductible\nIncluded among\nIncluded among services\nservices subject\nsubject to $77 deduc-\nto $60 per calen-\ntible in 1976 and 1977.\ndar year\ndeductible.\nCoinsurance\nNone.\n10% of charges.\nmore\n10\nService\nCurrent Law\nPresident's Proposal\nd. Outpatient\n50% of reasonable,\nSame as current law.\npsychiatric\ncharges (up to\nservices.\nmaximum reim-\nbursement of\n$250).\nD. PROVIDER REIMBURSEMENT\nProvider\nCurrent Law\nPresident's Proposal\nHospitals,\nReimbursed on\nPlaces a 7% reimburse-\nSNF's and\nthe basis of\nment limitation on\nhome health\nreasonable costs.\nthe annual rates of\nagencies.\n(Level of reim-\nincreases in per diem\nbursement for\nhospital and SNF costs\nhospital per diem\nand home health visit\nroutine costs is\ncosts.\"\nlimited to the\n80th percentile\nof the per diem\nroutine costs of\nsimilar hospitals.)\nPhysicians and\nReimbursed on the\nLimits reimbursable\nother medical\nbasis of customary\nincreases in reason-\nservices.\nand prevailing\nable charges (the\ncharges. (Rates\nlesser of the cus-\nof increase in\ntomary and prevailing\nprevailing charges\ncharges) to 4 percent\nare limited by an\nper year. #\neconomic index re\nflecting practice\ncosts and earnings\nlevels in the\neconomy.)\n* Both the 7% cost and 4% charge increase limitations\nare proposed for two years pending the development\nof a. longer run cost containment policy.\nE. COST ESTIMATES\nThe following are the estimated cost increases attributable to\nthe new catastrophic protection and the cost savings attribu-\ntable to reforms in cost sharing and limits in reimbursement.\nThe additional costs are estimated to range between $1.1\nbillion and $1.4 billion. The cost sharing reform is estimated\nto save about $1.8 billion and the reimbursement limits to save\nabout $900 million. The savings from placing a limit on in.\ncreases in medicare repayment rates and some of the revenues\nfrom increased cost sharing will be used to finance the\ncatastrophic program.\nFY 77 (in millions\nCosts\nof dollars)\n1. Catastrophic protection\na. Hospital Insurance\n**** Initial estimate of cost\n+330\nof $500 limit in FY 77\nbudget.\nmore\n11\nFY 77 (in millions\nCosts\nof dollars)\n-- Additions based on\n+562 to 862\nrefinement of cost\nof $500 limit.\nb. Supplementary Medical Insurance\n-- $250 limit\n+208*\nTotal Cost\n$1.1 to $1.4\n(in billions)\n# Shown in President's budget request.\nFY 77 (in millions\nSavings\nof dollars)\n1. Cost Sharing Reforms\na. Hospital Insurance\n-- 10% coinsurance\n(-)1,730*\nb. Supplementary Medical Insurance\n-- Dynamic deductible ($77 for\nFY 77)\n(-) 111#\n-- Coinsurance on hospital\nbased physicians and\nPart B home health services\n(-) 19#\nSubtotal\n(-)1,860*\n2. Reimbursement limits\na. Hospital Insurance\n--- limited to 7% per diem increase (-)730*\nb. Supplementary Medical Insurance\n-- limited to 4% charge increase (-)179*\nSubtotal\n(-)909*\nTotal Savings (-)$1,591 to (-)$1,741\n*Shown in President's budget request.\nF. NUMBER OF PERSONS COVERED, FY 77\nService\nCurrent Law\nPresident's Proposal\nPart A\nEnrollees\n24,900,000\nSame\nUsers\n5,900,000\nSame\nUsers Assisted by\n$500 limit\nNA\n1,200,000\nPart B\nEnrollees\n24,600,000\nSame\nUsers meeting the\ndeductible\n14,200,000\n12,200,000\nUsers Assisted by\n$250 limit\nNA\n2,000,000\nmore\n12\nIII. OLDER AMERICANS ACT\nThe Older Americans Act was initially enacted in 1965 and\nhas been subsequently amended in 1967, 1969, 1972, 1973,\n1974, and the most recent amendments were signed into law by\nthe President in November, 1975,\nBACKGROUND\nThe major objective of the Older Americans Act is to bring\ninto being a system of coordinated comprehensive services at\nthe community level designed to enable older persons to live\nindependent lives in their own homes or other places of\nresidence and to participate in the life of their community.\nTo achieve this objective, the Older Americans Act provides\nauthorization for a national network on aging. This national\nnetwork is composed of a State Agency on Aging in each State\nand Territory and the District of Columbia 489 Area Agencies\non Aging, 700 nutrition projects and the advisory committees\nto the State and Area Agencies on Aging and the nutrition\nprojects.\nDESCRIPTION OF ACT\nMajor sections of the Act designed to achieve the Act's overall\nobjective include:\nTitle III: Provides support to State Agencies on Aging\nand through them, Area Agencies on Aging for\nthe development of coordinated comprehensive\nservice systems designed to enable older\npersons to live in their own homes or other\nplaces of residence.\nThis Title provides funds (1) for the support of\nState Agencies on Aging and (2) for the support\nof Area Agencies on Aging and social services\nprovided by those agencies.\nStates receive funds under Title III on a formula\nbasis based upon approval by the Commissioner on\nAging of an annual State Plan submitted by the\nGovernor.\nPrimary emphasis is placed on meeting the needs\nof low income and minority older persons. Prior\nto submitting the annual State Plan the State\nmust hold a public hearing on it. The State\nPlan designates within the State planning and\nservice areas and identifies those areas in which\nArea Agencies on Aging will be established.\nCurrently, States have identified 585 such plan\nning and service areas and indicated that 489 Area\nAgencies will be in operation.\nThe Area Agencies, which may be public or private\norganizations receive their funds from the State\nAgencies on Aging based on an annual area plan\napproved by the State Agency. A public hearing\nmust be held on this plan before it can be sub--\nmitted to the State.\nmore\n13\nThe States must utilize at least 20% of their\nTitle III funds for four national priority\nservices: transportation, home care, legal\nservices, and home repair. In addition, as\nadditional resources become available under\nTitle III States must use 50% of the new\nfunds for the priority services. This re.\nquirement will no longer be operative when\nthe States reach the point where they are\nutilizing 33-1/3% of their funds for these\nfour priority services.\nSection 308 of Title III provides for a model\nprojects program designed to demonstrate new\nor innovative means of meeting the needs of\nolder persons. This section of the law is\nadministered directly by the Administration\non Aging.\nTitle VII: Provides funds to the States for the operation of\nnutrition programs designed to provide hot,\nnutritious meals in congregate settings to older\npersons.\nStates receive funds for this program on a\nformula basis after the Commissioner on Aging\nhas approved their annual State Plan submitted\nby the Governor. Primary emphasis is placed on\nmeeting the needs of low income and minority\nolder persons. Currently this program provides\nsupport for 700 nutrition projects that serve\napproximately 300,000 means a day, five days a\nweek, at over 4900 community sites located in\nchurches, senior centers, and schools.\nEighty seven percent of these meals are provided\nin congregate settings; 13% are home delivered.\nMore than 60,000 volunteers provide their as\nsistance to this program.\nSurplus commodities are contributed to the\nprogram at the rate of fifteen cents a meal\nduring this Fiscal Year. This rate will increase\nto 25¢ a meal in Fiscal Year 1977.\nAn important provision in the 1975 amendments to the Act authorizes\nState or Area Agencies on Aging to enter into agreements for the\npurpose of meeting the common needs for transportation services\nof older persons and other segments of the population.\nSeveral other recent actions have taken place designed to help\nmeet these transportation needs.\n--- The Administration on Aging and the Department of\nTransportation have entered into a working agreement\nwhich has resulted and will continue to result in im-\nproved coordination of transportation services for\nolder persons.\n$20.8 million of Fiscal Year 1975 Urban Mass Transporta-\ntion Administration funds were allotted for capital\nassistance grants to nonprofit corporations and\norganizations to serve the transportation needs of\nolder persons and the handicapped. The Department of\nTransportation will release $22 million for this\npurpose in Fiscal Year 1976.\nmore\n14\n----\nApproximately 45 projects in 31 States have been\nselected under the Rural Highway Public Transportation\nDemonstration Program in Fiscal Year 1975. A major\ncriterion for project selection is that the projects be\nadaptable to the needs of older persons and the\nhandicapped.\n- The first formula allotments have been made to the\nStates under the Section 5 Capital Assistance Formula\nGrant Program of the National Mass Transportation Act of\n1974. A section of the Act specifies that recipients of\nfunds must provide for reduced fares for the elderly\nand the handicapped.\nThe Administration on Aging has made awards to 47 State Agencies\non Aging for the purpose of promoting and developing ombudsman\nservices for residents of nursing homes. The objective of these\nservices is to establish a process at the community level which\nwill be responsive to complaints from residents or relatives of\nolder persons in Skilled Nursing Facilities and Intermediate\nCare Facilities. Activities are now underway at the State and\nlocal levels to achieve this purpose. The 1975 amendments to\nthe Act authorize the Administration on Aging to continue\nsuch programs.\n####\nEMBARGOED FOR RELEASE\nFebruary 9, 1976\nUNTIL 12 P.M. (EST)\nMONDAY, FEBRUARY S, 1976\nOffice of the White House Press Secretary\nTHE WHITE HOUSE\nTO THE CONGRESS OF THE UNITED STATES:\nI ask the Congress to join with me in making improvements\nin programs serving the elderly.\nAs President, I intend to do everything in my power to\nhelp our nation demonstrate by its deeds a deep concern for\nthe dignity and worth of our older persons. By so doing,\nour nation will continue to benefit from the contributions\nthat older persons can make to the strengthening of our\nnation.\nThe proposals being forwarded to Congress are directly\nrelated to the health and security of older Americans.\nTheir prompt enactment will demonstrate our concern that\nlifetimes of sacrifice and hard work conclude in hope\nrather than despair.\nThe single greatest threat to the quality of life of\nolder Americans is inflation. Our first priority continues\nto be the fight against inflation. We have been able to\nreduce by nearly half the double digit inflation experienced\nin 1974. But the retired, living on fixed incomes have\nbeen particularly hard hit and the progress we have made\nin reducing inflation has not benefited them enough. We\nGENALD FORD LIBRARY\nwill continue our efforts to reduce federal spending,\nbalance the budget and reduce taxes. The particular\nvulnerability of the aged to the burdens of inflation\nhowever, requires that specific improvements be made in\ntwo major Federal programs Social Security and Medicare.\nWe must begin by insuring that the Social Security\nsystem is beyond challenge. Maintaining the integrity of\nthe system is a vital obligation each generation has to\nthose who have worked hard and contributed to it all their\nlives. I strongly reaffirm my commitment to a stable and\nfinancially sound Social Security system. My 1977 budget\nand legislative program include several elements which I\nbelieve are essential to protect the solvency and integrity\nof the system.\nFirst, to help protect our retired and disabled citizens\nagainst the hardships of inflation, my budget request to the\nCongress includes a full cost of living increase in Social\nSecurity benefits, to be effective with checks received in\nJuly 1976. This will help maintain the purchasing power\nof 32 million Americans.\nSecond, to insure the financial integrity of the Social\nSecurity trust funds, I am proposing legislation to increase\npayroll taxes by three-tenths of one percent each for\nemployees and employers. This increase will cost no worker\nmore\n2\nmore than $1 a week, and most will pay less. These additional\nrevenues are needed to stabilize the trust funds so that\ncurrent income will be certain to either equal or exceed\ncurrent outgo.\nThird, to avoid serious future financing problems I will\nsubmit later this year a change in the Social Security laws\nto correct a serious flaw in the current system. The current\nformula which determines benefits for workers who retire in\nthe future does not properly reflect wage and price fluctuations.\nThis is an inadvertent error which could lead to unnecessarily\ninflated benefits.\nThe change I am proposing will not affect cost of living\nincreases in benefits after retirement, and will in no way\nalter the benefit levels of current recipients. On the other\nhand, it will protect future generations against unnecessary\ncosts and excessive tax increases.\nI believe that the prompt enactment of all of these\nproposals is necessary to maintain a sound Social Security\nsystem and to preserve its financial integrity.\nIncome security is not our only concern. We need to\nfocus also on the special health care needs of our elder\ncitizens. Medicare and other Federal health programs have\nbeen successful in improving access to quality medical care\nthe aged. Before the inception of Medicare and Medicaid\nin 1966, per capita health expenditures for our aged were\n$445 per year. Just eight years later, in FY 1974, per\ncapita health expenditures for the elderly had increased\nto $1218, an increase of 174 percent. But despite the\ndramatic increase in medical services made possible by\npublic programs, some problems remain.\nThere are weaknesses in the Medicare program which must\nbe corrected. Three particular aspects of the current\nprogram concern me: 1) its failure to provide our elderly\nwith protection against catastrophic illness costs, 2) the\nserious effects that health care cost inflation is having on\nthe Medicare program, and 3) lack of incentives to encourage\nefficient and economical use of hospital and medical services.\nMy proposal addresses each of these problems.\nIn my State of the Union Message I proposed protection\nagainst catastrophic health expenditures for Medicare bene-\nficiaries. This will be accomplished in two ways. First, I\npropose extending Medicare benefits by providing coverage\nfor unlimited days of hospital and skilled nursing facility\ncare for beneficiaries. Second, I propose to limit the\nout-of-pocket expenses of beneficiaries, for covered services,\nto $500 per year for hospital and skilled nursing services\nand $250 per year for physician and other non-institutional\nmedical services.\nThis will mean that each year over a billion dollars of\nbenefit payments will be targeted for handling the financial\nburden of prolonged illness. Millions of older persons live\nin fear of being stricken by an illness that will call for\nexpensive hospital and medical care over a long period of\ntime. Most often they do not have the resources to pay the\nbills. The members of their families share their fears\nbecause they also do not have the resources to pay such\nmore\n3\nlarge bills. We have been talking about this problem for\nmany years. We have it within our power to act now so that\ntoday's older persons will not be forced to live under this\nkind of a shadow. I urge the Congress to act promptly.\nAdded steps are needed to slow down the inflation of\nhealth costs and to help in the financing of this catastrophic\nprotection. Therefore, I am recommending that the Congress\nlimit increases in medicare payment rates in 1977 and 1978\nto 7% a day for hospitals and 45 for physician services.\nAdditional cost-sharing provisions are also needed to\nencourage economical use of the hospital and medical services\nincluded under Medicare. Therefore, I am recommending that\npatients pay 10% of hospital and nursing home charges after\nthe first day and that the existing deductible for medical\nservices be increased from $60 to $77 annually.\nThe savings from placing a limit on increases in\nmedicare payment rates and some of the revenue from increased\ncost sharing will be used to finance the catastrophic illness\nprogram.\nI feel that, on balance, these proposals will provide\nour elder citizens with protection against catastrophic\nillness costs, promote efficient utilization of services,\nand moderate the increases in health care costs.\nThe legislative proposals which I have described are\nonly part of the over-all effort we are making on behalf of\nolder Americans. Current conditions call for continued and\nintensified action on a broad front.\nWe have made progress in recent years. We have responded,\nfor example. to recommendations made at the 1971 White House\nConference on Aging. A Supplemental Security Income program\nwas enacted. Social Security benefits have been increased in\naccord with increases in the cost of living. The Social\nSecurity retirement test was liberalized. Many inequities\nin payments to women have been eliminated. The 35 million\nworkers who have earned rights in private pension plans now\nhave increased protection.\nIn addition we have continued to strengthen the Older\nAmericans Act. I have supported the concept of the Older\nAmericans Act since its inception in 1965, and last November\nsigned the most recent amendments into law.\nA key component of the Older Americans Act is the\nnational network on aging which provides a solid foundation\non which action can be based. I am pleased that we have\nbeen able to assist in setting up this network of 56 State\nand 489 Area Agencies on Aging, and 700 local nutrition\nagencies. These local nutrition agencies for example\nprovide 300,000 hot meals a day five days a week.\nThe network provides a structure which can be used to\nattack other important problems. A concern of mine is that\nthe voice of the elderly, as consumers, be heard in the\ngovernmental decision-making process. The network on aging\nmore\n4\noffers opportunities for this through membership on advisory\ncouncils related to State and Area Agencies on Aging,\nNutrition Project Agencies and by participation in public\nhearings on the annual State and Area Plans. Such involvement\ncan and will have a significant impact on determining what\nservices for the aging are to be given the highest priorities\nat the local level.\nThe principal goal of this National Network on Aging\nis to bring into being coordinated comprehensive systems\nfor the provision of service to the elderly at the community\nlevel. I join in the call for hard and creative work at all\nlevels Federal, State and Area in order to achieve this\nobjective. I am confident that progress can be made.\nToward this end, the Administration on Aging and a\nnumber of Federal Departments and agencies have signed\nagreements which will help to make available to older\npersons a fair share of the Federal funds available in\nsuch areas as housing, transportation, social services,\nlaw enforcement, adult education and manpower resources\nwhich can play a major role in enabling older persons to\ncontinue to live in their own homes.\nDespite these efforts, however, five percent of our\nolder men and women require the assistance provided by\nskilled nursing homes and other long term care facilities.\nTo assist these citizens, an ombudsman process, related\nsolely to the persons in these facilities, is being put\ninto operation by the National Network on Aging. We\nbelieve that this program will help to resolve individual\ncomplaints, facilitate important citizen involvement in\nthe vigorous enforcement of Federal, State and local laws\ndesigned to improve health and safety standards, and to\nimprove the quality of care in these facilities.\nToday's older persons have made invaluable contributions\nto the strengthening of our nation. They have provided the\nnation with a vision and strength that has resulted in un-\nprecedented advancements in all of the areas of our life.\nOur national moral strength is due in no small part to the\nsignificance of their contributions. We must continue and\nstrengthen both our commitment to doing everything we can\nto respond to the needs of the elderly and our determination\nto draw on their strengths.\nOur entire history has been marked by a tradition of\ngrowth and progress. Each succeeding generation can measure\nits progress in part by its ability to recognize, respect and\nrenew the contributions of earlier generations. I believe\nthat the Social Security and Medicare improvements I am\nproposing, when combined with the action programs under\nthe Older Americans Act, will insure a measure of progress for\nthe elderly and thus provide real hope for us all.\nGERALD R. FORD\nTHE WHITE HOUSE,\nFebruary 9, 1976.\n#####\nFebruary 6, 1976\nMEMORANDUM FOR:\nJim Mills\nFROM:\nFred Slight\nSUBJECT:\nFlorida Senior Citizen Information\nThe attached information is being\nprovided in follow-up to your request of\nlast evening. These materials are as\nfollows:\n1. Stout article on the Reagan\n$90 billion plan;\n2. Impact of Reagan's $90 billion plan\non the state of Florida;\n3. Actual Federal outlays to Florida\nrecipients in fiscal year 1975 for\nMedicaid, Social Security and Supple-\nmental Security Income programs; and\n4. Voting age population for Florida\n-\n(age 65 and over) as of July 1, 1974.\nWith regard to the second item above,\nI would appreciate your checking with me or\nPFC Press Secretary, Peter Kaye, prior to\nthe public use of any of these figures.\nGood luck with your challenging\nassignment.\nCC: Bob Marik\nFORD is LIBRARY GERALD\nFebruary 21, 1976\nMEMORANDUM FOR: BO CALLAWAY\nFROM:\nBOB MARIK RHM\nSUBJECT:\nOLDER VOTERS\nThis is to confirm our earlier discussions and my\nconversations with Ed DeBolt regarding our programs\nfor Older Voters. I have hired Jim Mills to direct\nthe program up through the Florida primary, with\nsubsequent arrangements to be contingent upon his\ninitial results. Jim worked with Arthur Flemming\nand Dan Todd on the 1971 White House Conference on\nAging, and then with Dan Todd on the Older Voters\nprogram in the 1972 campaign. He comes highly\nrecommended by both men. His compensation is\n$2000 per month, and is covered in our existing Feb. budget.\nJim will focus on the following areas in order to\nachieve maximum impact in Florida:\nO Development of an Older Americans brochure,\nin conjunction with Campaign 76, to be\ndistributed outside of banks on March 4,\nwhen Social Security checks are being deposited.\nCoordination with the PFC Scheduling Office and\nthe White House to identify suitable forums for\nadvocate speakers to address audiences of\nolder Americans.\nSeeking endorsements of senior citizens' groups\nin Florida, and publicizing those endorsements\nin coordination with Campaign '76.\nIn all of these activities, Jim will work in close\ncoordination with Bill Roberts and the Florida PFC.\nHe has already established a good working relationship\nwith the Florida Older Voters staff.\nJim will also work to build a national Advisory Committee\nfor the overall PFC program for Older Americans.\nCC: Ed DeBolt\nFORD is GERVID LIBRARY\nPresident Ford Committee\n1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400\nFebruary 24, 1976\nMr. Max Friedson, President\nMr. Morris Schiffman\nExecutive Vice-President\nCongress of Senior Citizen Organizations\nof Florida, Inc.\n111 N.E. Second Avenue\nMiami, Florida 33132\nDear Mr. Friedson and Mr. Schiffman:\nThe recommendation made by the Congress of Senior Citizen\nOrganizations of Florida encouraging Florida's Senior Re-\npublicans to vote for President Ford was a most responsible\nact on the part of the Executive Board. Allow me to as-\nsure you of the pleasure this brings to those of us working\non behalf of President Ford. While the President and the\nfederal government do not pretend to be able to solve all\nthe problems confronted by senior citizens more can and\nwill be done.\nContrary to the opinions of some, most Republicans agree\nthat many older persons are deprived of their earned right\nto a dignified, independent, and rewarding retirement.\nSince the most meaningful actions can and should take place\non the community level, local groups such as the Congress\nof Senior Citizens are essential if older Americans are\nto enjoy their fair share of this nation's wealth. How-\never, such groups should not have to act alone. Local\nunits of both political parties must become more aware and\nconcerned about helping older people. Toward this end, I\nam asking leaders within the Republican Party to initiate\nprograms aimed at providing Senior Republicans a meaning-\nful voice in party affairs at all levels. No one can ed-\nucate people on the problems of older Americans better or\nmore appropriately than older people themselves.\nIt is my firm conviction that we must change the climate\nwhere \"do-gooders\" go about paternalistically defining\nwhat is right for our senior citizens.\nLIBRARY GERALD s FORD\nIt is time that young and old put a stop to this trend\ndignity\nthan to enhance it.\nThe President Ford Committee, Howard H. Callaway, Chairman, Robert Mosbacher, National Finance Chairman, Robert C. Moot, Treasurer. A copy of our\nReport is filed with the Federal Election Commission and is available for purchase from the Federal Election Commission, Washington, D.C. 20463.\nIn addition, it is time that people begin to recognize that\nthe capacity of the federal government to solve the prob-\nlems of the aging is obviously limited and that only by\naugmenting the federal government's actions at the state\nand community level can real progress be made. The Pres-\nident's Bloc Grant revenue sharing programs will make it\npossible for local government and senior citizen repre-\nsentatives to define how to use federal dollars. Through\nlocalizing the decision-making process on the use of fed-\neral dollars, seniors will be able to assert themselves\nmuch more directly and effectively. This, I remind you,\nis President Ford's action and will help seniors more\nthan any of the programs previously developed and admin-\nistered from Washington. Republicans have not been suf-\nficiently effective in communicating this to voters. I\nhope to help change that.\nUnder this new developing system, if seniors fail to get\ntheir fair share, it will be the fault of local politi-\ncians and senior citizens and not the federal government's.\nThis is why groups such as yours are vitally important to\nthe well-being of older people.\nAllow me to once again express my gratitude for the Con-\ngress's action. Keep up the good work.\nSincerely yours,\nJames E. Huis\nJames E. Mills\nCC: Dr. Jim Cavanaugh\nMr. Robert Marik\nMrs. Mary Louise Smith\nJEM: 1cb\nFORD it 07VN30 LIBRARY\nPresident Ford Committee\n1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400\nFebruary 24, 1976\nMEMORANDUM FOR:\nBOB MARIK\nJIM CAVANAUGH\nBRUCE WAGNER\nBILL ROBERTS\nFROM:\nJIM MILLS This\nSUBJECT:\nRECOGNITION OF ASSISTANCE\nRENDERED\nOne of the most important actions in the Florida Older\nAmericans campaign effort was our ability to secure a\nrecommendation from the senior citizens lobbying group\nknown as the Congress of Senior Citizens Organizations\nof Florida.\nAttached is a copy of their press release announcing\ntheir endorsement of President Ford. As a result of\nthis recommendation a newspaper ad is being placed by\nus so that we can further communicate their support.\nAll the parties involved believe this will contribute\nsignificantly in influencing the undecided senior Re-\npublican vote our way.\nMr. Bill Bayer of Lamont Advertising in Miami was in-\nstrumental in linking me up with Mr. Friedson, the\nCongress's President. Without his help we would not\nhave been aware of this group or its interest in time\nto develop the ad. For this Mr. Bayer deserves our ap-\npreciation. While his interest was and is in helping\nthe President, he had hoped that we could place the ad\nthrough him. As a result of my encouragements he was\nled to believe we would do that. However I have had\nto ask for his pardon as a result of my mishandling\nand in so doing, have offered to reimburse him for ex-\npenses he actually incurred. Beyond this I would hope\nthat you too would take cognizance of Mr. Bayer's and\nLamont Advertising's help in case you are ever in a\na\nposition to return the favor.\nFORD\nGERALD\n1\nThe President Ford Committee, Howard H. Callaw 4% Chairman, Robert Mosbacher. National Finance Chairman. Robert C. Moot, Treasurer. A copy of our\nReport is filed with the Federal Election Commission and is available for purchase from the Federal Election Commission, Washington, D.C. 20463.\nMAX FRIEDSON\nMORRIS SCHIFFMAN\nLILLIAN PASQUALE\nHAROLD FRIEDMAN\nMORRIS EPSTEIN\nPresident\nExecutive Vice President\nExecutive Secretary\nRecording Secretary\nTreasurer\ncongress of florida, inc.\n371-5678\n111 n.e. second avenue\nmiami, florida 33132\nsenior citizens\nnon-partisan, non-profit\nRegional Vice Pres.\nEDYTHE ADLEY\nS. BUD ALLEN\nBERTHA BURCH\nJOSEPH CAHILL\nFEBRUARY 21, 1976\nMRS. C. CALLOWAY\nESTRELLA DIAZ\nMAX KORMAN\nZITA KRASKA\nVICTOR LENDH\nNATALIE MUZZONE\nFOR IMMEDIATE RELEASE:\nSTANLEY SILVERN\nHENRY TUCKER\nHealth and Walfare\nSOPHIE KORMAN\nTel. Committee\n\"CONGRESS OF SENIOR CITIZENS RECOMMENDS FORD AND CARTER\"\nETHEL SPERLING\nParliamentarian\nBENJAMIN KAHN\nVeterans' Affairs\nCLIFF RUTHIG\nAt the meeting of the Executive Board of the Congress\nTrustees\nLOUIS CANTELLI\nof Senior Citizens of Florida, President Gerald R. Ford\nBETTY ENDEWELT\nDOUGLAS MARKHAM\nGERTRUDE MEYER\nREV. GEORGE NEFF\nand former Governor Jimmy Carter were chosen as the candidates\nSYLVESTER SMITH\nETHEL SPERLING\nState\nthey wecommend Florida's senior citizens to support.\nHampton Senior Citizens\nEugene Taylor, President\nFederation of Seniors of Hillsboro County\nGerard Coughlin, President\nGulfstream Areawide Council\nFrank Nikolits, Chairman\nThe Board's Legislative Committee voted unanimously\nNorth Florida Council\nJce Kerrigan, President\nPasco County Chapter COSC\nin making its recommendations regarding both Governor\nChas. B. McNair, President\nWest Coast Chapter COSC\nWm. H. Fetter, President\nCarter and President Ford.\nInterlachen Senior Citizens\nHelen V. Herman, Secretary\nMorris Schiffman, Chairman of the Legislative Committee\nand the Congress' President, Mr. Max Friedsen urge\nall citizens to vote in this important primary election.\n-140-\nContact: Mr. Morris Schiffman, Chairman, Legislative OLIBRARY Committee\nNr. Max Freedsen, President,\nGERAL\nA FLORIDA ORGANIZATION DEDICATED TO SERVE THE ELDERLY\nPresident Ford Committee\n1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400\nFebruary 24, 1976\nMr. William Bayer\nLamont Advertising\n9000 S.W. 87 Ct.\nMiami, Florida 33176\nDear Bill:\nLet me begin by thanking you for your assistance in securing\nthe support of the Florida Congress of Senior Citizens. With-\nout your initiative and participation in the discussions, we\nwould not have been able to develop the ad underway. Like you,\nI am convinced that this action will have a major impact in in-\nfluencing undecideds our way.\nSecondly, I wish to apologize for my mishandling of the ads\nplacement procedure. Having just recently joined the campaign,\nI was not fully aware of the complications I would cause pur-\nsuing the method I had originally developed. As a result, you\nand Lamont Advertising invested time and resources in assisting\nme without any compensation. It is embarrassing to me to be\nthe cause of this confusion. For this I offer my sincere apol-\nogy. In addition, I hope that you will send me a bill for the\ntime and resource expenses incurred by Lamont Advertising as a\nresult of my encouragements.\nEnclosed is a copy of a memorandum from me to Bob Marik, Bruce\nWagner and Jim Cavanaugh communicating the details of your\nhelp on this part of the President's campaign. Perhaps some of\nour activities in Florida have not been as productive as would\nbe hoped but I am confident this one will be among the most\nmeaningful.\nAgain, I am sorry for this confusion and thank you for your as-\nsistance and understanding.\nSincerely yours,\nJun this\nE. Mills\nFORD is LIBRARY 074330\nDirector\nOlder Americans for\nPresident Ford Committee\nThe President Ford Committee. Howard H. Callaway, Chairman, Robert Mosbacher, National Finance Chairman, Robert C. Moot, Treasurer. A copy of our\nReport is filed with the Federal Election Commission and is available tue purchase from the Federal Election Commission, Washington, D.C. 20463-\nTRAVEL PLANS FOR: Jim Mills\nTIME PERIOD:\nFebruary 26 - February 29.\nDESTINATION:\nChicago\nFLIGHT PLANS:\nAmerican Airlines\nFlight #\nDate\nDeparture\nArrival\n563\n2/26\nNational Airport - 7:30 a.m.\nO'Hare - 8:25 a.m.\nHOTEL ACCOMMODATIONS: February 26 - Bismark Hotel\n312-CE6-0123\nFebruary 26 and 27 - Illinois Headquarters\nFebruary 28 and 29 - Rockford, Illinois\n815-962-1145\nFORD is DERALD LIBRARY\nMarch 2, 1976\nMEMORANDUM FOR:\nBO CALLAWAY\nSTU SPENCER\nTHROUGH:\nBOB MARIK RHU\nFROM:\nJIM MILLS Mils\nSUBJECT:\nOLDER AMERICANS CAMPAIGN IN ILLINOIS\nAttached is an overview of the campaign plan for older Americans\nin Illinois.\nThe activities are similar to those employed in Florida with the\naddition of a telephone/manpower field operation currently\nunderway.\nI have also included an estimated program budget based on infor-\nmation available. It is my understanding that the actual expendi-\ntures will tend toward the high and not the low.\nCC: Ed DeBolt\nSkip Watts\nFred Slight\nBruce Wagner\nEd Terrill\nFORD & DERALO LIBRARY\nILLINOIS OLDER AMERICANS PRIMARY CAMPAIGN PLAN\nThe activities and tasks presented below are designed to maximize\nvoter support from senior Republicans in the Illinois March 16th\nprimary. The objectives defined are limited to those which will\nhave the most impact and are immediately accomplishable.\nI. ACTIVITY: Establishment of The Older Americans for PFC.\nA. Tasks:\n1. Identify two prominent older Republicans who will:\na. serve as Co-Chairpersons of the Committee.\nb. assist in carrying those actions discussed\nbelow which they deem appropriate.\nC. expand the Committee membership on a regional/\ncounty basis after the primary for the purposes\nof further general election activities to be\ndeveloped.\nd. lend their names for use in campaign materials\nand advertising.\n2. Potential Co-Chairpersons have been identified and\nwill be confirmed no later than Wednesday, March 3rd.\nThey are:\na. Mr. Clarence Lipman - Governor's call pending.\nb. Mrs. Elizabeth Percy - pending - to serve after\nthe primary for general election purposes.\nC. Mr. Ken Ogilvie - pending.\n3. Attempts are currently underway to identify well-known\nnon-controversial older Americans in all major Illinois\ncommunities to be members of the Committee (see Activity 4).\nII. ACTIVITY: Advocacy/Scheduling\nA. Tasks:\n1. The PFC advocacy operation at the state and national\nlevels will place spokesmen and will schedule drop-bys\nbefore senior citizen groups.\n2. In addition to the materials already generated for\nsurrogate briefing, a separate memorandum developed\njointly by Commissioner Flemming, Slight and Mills\nFORD is LIBRARY QERALD\npresenting a recommended approach to explain the\nPresident's Catastrophic Health Insurance proposal\nwill be available on March 5th. A copy of this memo-\nrandum will be forwarded to James Shuman.\n3. Older Americans Forums - per previous discussions.\nIII. ACTIVITY: Communications Strategy. Communication of the fact\nthat President Ford is helping older Americans will be accomp-\nlished through:\nA. Tasks:\n1. Newspaper Advertisement:\nBased on in-house response to the Florida senior citizen\nad and the need to emphasize the President's commitment\nto a strong Social Security system, a new ad for approp-\nriate nationwide use is being developed in time for\nplacement in Illinois papers.\nThe copy of this full-page ad is currently being\ndeveloped. Space is being provided for the insertion\nof name (s) of a locally prominent, non-controversial\nsenior Republican supporter (s) serving on the above-\nmentioned committee. If an appropriate non-controversial\nchairman is not confirmed by March 5th, no names will be\ninserted in the ad.\nCampaign '76, in cooperation with Mills, will submit the\nrecommended newspapers for ad placement and budget no\nlater than March 4th.\nThe impact of this ad and the Florida ad should be\nmeasured. Therefore, it is recommended that Slight,\nMills, and Campaign 76 develop a proposed procedure,\ncriteria, and budget plan for such a test on a post-\nelection day basis.\nAGREE\nDISAGREE\n2. Brochures:\n25,000 older Americans PFC brochures have just been\nsent to the Chicago headquarters. On March 1st,\nMr. Walter Parker was hired as the Older Americans for\nPresident Ford Director in Illinois. Among other things\n(see below) Mr. Parker is responsible for the distribu-\ntion of these brochures in target areas throughout the\nFORD\nstate.\nGERALD\nLIBRARY\n3. Press Release:\nThe Illinois Press Director, Mr. Fred Bird, in cooper-\nation with Mills and Kaye, will develop and issue a\npress release announcing the formation of the Older\nAmericans Committee, and why. A sample press release\nis attached.\n4. Interviews:\nIf scheduling and other conditions permit, the President's\ncabinet-level advisor on aging, Dr. Arthur S. Flemming,\nUnited States Commissioner, Administration on Aging,\nwill participate in interviews with local media when in\nIllinois.\nScheduling of such interviews will be coordinated through\nMills and the Commissioner's office. When such inter-\nviews occur, the fact will be communicated to all approp-\nriate PFC Directors through field reports.\nIV. ACTIVITY: Field Operations. On February 28th, the Illinois PFC,\nat Mills' recommendation, employed Mr. Walter Parker (age 72,\ngood health) as of March 1st for a fee of $250.00 per week for\nthe purposes presented below.\nMr. Parker was the Director of the Older Americans effort in\n1972 and has complete records from that time. He had the best\norganization of all states for Older Americans in 1972. It was\ncomprised of 168 committees throughout the state. He staged more\nOlder Americans events in Illinois in 1972 than did any other\nsenior citizens staff man in other states.\nA. Tasks: Mr. Parker is, in order of priority, responsible for\nre-activating his former Older Americans network with these\nobjectives:\n1. identifying fifty former local Older Americans Chairmen\nin fifty key communities,\n2. having them conduct a home telephone campaign using\nthe pyramid system (see attached instructions),\n3. having them supply capable manpower to the telephone\nbank operations in those area's designated by the state\ntelephone bank coordinator,\n4. having them distribute the Older Americans brochure to\nsenior citizen clusters in their areas,\n5. re-activating, to the extent possible, his former down-\nstate farm network to carry out a home telephone campaign\nusing the pyramid system, and\n6. distributing PFC-approved background material and\ninstructions to the above-mentioned contacts. Attached\nare portions of the Older American's packet he will be\nsending to his contacts.\nGLRALD FORD FIBRART\nMr. Parker will quantitatively and qualitatively account the\nresults of the above-designated activities. He has been given\noffice space and will work both at the headquarters and at\nhome.\nIf his performance meets expectations it is possible Mills will\nrecommend that Mr. Parker be employed on a part-time basis in\nother states.\nV. ACTIVITY: Transportation. As previously discussed.\nVI. BUDGET. Estimated Program Budget Expenditures for Older\nAmericans In Illinois (excludes overall effort impacting older\nAmericans)\nMarch 1 through March 16\nLow\nHigh\nA. State Staff Fees\n$ 500.00\n$ 600.00\n(Walter Parker)\nB. State Staff Expenses\n200.00\n250.00\n(telephone, mailings,\ntravel)\nC. Newspaper Ad\n15,000.00\n30,000.00\nD. Brochures\n500.00\n700.00\nE. Radio (Feb., March)\n26,000.00\n30,000.00\nF. Advocacy (estimated)\n2,000.00\n5,000.00\nTOTALS\n$44,200.00\n$66,550.00\nFORD is LIBRARY 07487.\n- COVER LETTER TO THE LOCAL OLDER AMERICANS CHAIRMEN -\nMarch\n, 1976\nDear\n:\nI was pleased to talk with you again and learn of your\ndesire to help President Ford.\nAs promised, I am enclosing guideline instructions and\nbackground information to help you in carrying out this project.\nIf you have any questions, please call me at 312/641-6716 or\nevenings at 312/432-5757.\nIf everyone you call agrees to contact at least ten friends\nand some are able to help out at the telephone center, we will\nhave contributed tremendously to the President's campaign.\nAgain, it is great to be back in contact. I am sure with\nthis kind of effort, the President will win on March 16th and in\nNovember.\nMany thanks and best of luck.\nSincerely,\nWalter Parker\nFORD is LIF OTHER\n- INSTRUCTIONS -\nTASK #1. Telephone Campaign\nThe goal here is for you to call every Republican you know in your\narea and\n1. tally:\na. how many are intending to vote for President Ford\nb. how many are intending to vote for the opposition\nC. how many are not intending to vote\nd. how many are undecided and\ne. who would like more information on a specific issue,\nwhat the issue is and their address.\n2. ask those who support President Ford if they would get\ninvolved in helping him by\na. calling every Republican friend they have (at least\nten) and asking them to make calls if they support\nthe President,\nb. ask them to call you back and report the tally results\nas outlined above and on the enclosed tally sheet.\nBe sure to tell each person you call who you have called\nso that they do not repeat calls you have made. This is\nespecially important in cases where the circle of friends\nis the same.\nTASK #2. Volunteer Support\n1. Ask those you call to help gather volunteers to help in the\ntelephone banks in the area. The telephone bank in your area\nis coordinated by\n.\nYou should call\nand ask how many volunteers he/she\nneeds, when and where.\n2. Ask if they want transportation to the telephone banks (or\nto the polls). If they do, contact the telephone bank co-\nordinator.\nTASK #3. Brochures\nQERALD FORD LIBRAPT\nPer our telephone conversation, we are sending you\nbrochures\nexplaining how the President is helping older Americans. As you know,\n- 2 -\nthese can be distributed in a variety of ways such as in areas where\nolder people shop, lobbies of retired persons residence complexes,\netc.\nBe sure to ask permission where necessary and advisable and do not\nhand them out around churches or where political activity is forbidden.\nFORD is LIBRARY QERALO\nMEMORANDUM FOR: State Press Directors\nFROM: Jim Mills 202/466-2113\nSUBJECT: Sample Press Release -- Older Americans for\nPresident Ford Committee\nDate\nFOR IMMEDIATE RELEASE\nCONTACT:\nTelephone:\nHEADLINE: \"Older (Senior)* Americans (State;e.g., Nevadans)\nfor Ford\"\nMr. (Mrs.)\n, Chairman of the\n(State) President Ford Committee in (State) announced today the\nformation of the\n(e.g., Senior Texans\nfor President Ford Committee).\n\"Older people want to be actively involved in President Ford's\ncampaign, Mr.\nsaid. Mr.\nof\n(city) and Mrs.\nof (city) have been appointed to\nchair this important committee.\n\"President Ford is helping those of us who are retired, now we\nare going to help him,\" Mr (s).\nsaid. \"Older\npeople support Ford for many reasons including his success at cutting\ndown inflation and determination to improve and strengthen the Social\nSecurity Trust Fund,\" according to Mr (s).\n.\n\"Older people will vote for Ford because he acts rather than\ntalks ans because they know that a healthy economy is in their as\nwell as everybody's best interest,\" Mr (s).\n, the\nCommittee's other Co-Chairman said.\n(\"We older people have been around a long time. We are not\nabout to be hoodwinked by glamour and fancy-dan rhetoric,\" Mr (s).\n, the Committee's Co-Chairman said.)\n* Parentheses indicate optional language.\nFORD is LIBRARY 038410\nPresident Ford Committee\nP.O BOX 1976 GREAT FALLS MONTANA 594 31403 727 3452\nContact: Kenneth R. Neill, Chairman\n(727-2200)\nSharon Ann Ashton, Exec. Dir.\nNEWS RELEASE\n(727-3452)\n17 February 1976\nFOR IMMEDIATE RELEASE\nMary Stevens Carroll, for 25 years a reporter for the United Press,\nhas been named Montana Senior Citizens Chairman for the President Ford Committee.\nThe appointment was announced by State Ford Chairman, Kenneth R. Neill!\nMrs. Carroll currently authors a column in the Republican party's state\nnewspaper TRUNK LINE titled \"A Carroll Line.\" She is a member of the Cascade County\nRepublican Central Committee and editor of \"Woman Talk,\" a monthly county GOP publication.\nIn accepting the appointment Mrs. Carroll said, \"I feel President Ford\ndeserves our support for the way in which he has tried to stem this tide of deficit\nspending. Our paychecks have had more and more withholding and the dollars left buy\nless and less.\nIt took courage for the President to try with his vetos to stop this.\nPeople of every party should vote for a \"common sense\" man such as Gerald Ford.\"\nMrs. Carroll currently is a board member of the College of Great Falls\nGuild, and the Cascade County Republican Women's Club. She is an active member in\nthe Salvation Army Auxillary and the Travel Club.\nShe is a former school teacher. During WW II she was Chairman of the\nAmerican Committee for the Greek War Relief, public relations chairman for the British\nWar Relief and the Cascade County Chapter of the American Red Cross.\nShe and her late husband, Walker B. Carroll, have two children, a son,\nDr. Joseph M. Carroll, Superintendent of Schools of Palm Beach County, Florida, and a\ndaughter, Mrs. Charles E. Allen, Gig Harbor, Washington.\n########\nGERALD FORD LIBRAST\nThe President and Committee, Howard it California\nthe Federal tertion Commission and\nSUGGESTED TARGET AREAS, OLDER\n1970\nAMERICANS\nCOUNTY\nPOPULATION\nCITY\nPOPULATION\nAdams\n13,672\nQuincey\n9,778\nChampaign\n13,935\nChampaign\n5,431\nUrbana\n3,208\nCook\n755,206\nChicago\n516,353\nSuburbia (Cook County)\n(a) Berwyn 12,769\n(b) Maywood 3,568\nCicero 12,293\nEvergreen Park 4,419\nElgin 10,381\nNiles 3,176\nEvanston 15,518\nHarvey 3,827\nDes Plaines 5,618\nElmwood Park 4,297\nOak Park 14,088\nArlington Heights 4.547\nOak Lawn 6,709\nBlue Island 4,098\nSkokie 8,367\nChicago Heights 4,296\nPark Ridge 6,243\nDuPage\n42,548\nBensenville\n1,194\nGlen Ellyn\n2,221\nHinsdale\n2,094\nLombard\n2,829\nVilla Park\n3,208\nWheaton\n3,102\nElmhurst\n6,353\nDowners Grove\n3,590\nNaperville\n1,921\nKane\n32,013\nAurora\n10,102\nSt. Charles\n1,604\nKankakee\n15,177\nKankakee\n5,208\nKnox\n11,638\nGalesburg\n7,121\nLake\n35,947\nWaukegan\n7,732\nHighland Park\n3,470\nLake Forest\n1,978\nZion\n1,608\nNorth Chicago\n2,097\nLaSalle\n19,208\nOttawa\n3,337\nLaSalle\n2,383\nPeru\n1,962\nStreator\n2,964\n$\nFORD\nMcLean\n14,485\nBloomington\n6,725\nNormal\nGERALD\n1,949\nCOUNTY\nPOPULATION\nCITY\nPOPULATION\nMacon\n18,804\nDecatur (Urbanized\nArea)\n15,689\nMadison\n(See St. Clair\n34,410\nAlton\n7,437\nCounty)\nCollinsville\n2,921\nGranite City\n5,180\nWood River\n1,724\nEdwardsville\n2,155\nPeoria\n30,317\nPeoria\n19,958\nUrbanized area\n35,085\nRock Island\n23,962\nRock Island\n8,328\nMoline\n7,591\nIll. Urban Balance\n10,880\nDavenport, Ill. portion\n14,455\nSt. Clair\n37,760\nE. St. Louis\n10,736\nBelleville\n8,326\nRemainder in Ill. portion\nof SMSA\n33,713\nSaugmon\n26,721\nSpringfield\n17,015\nTazewell\n13,832\nEast Peoria\n2,125\nPekin\n4,344\nVermilion\n16,449\nDanville\n7,665\nWill\n26,142\nJoliet\n12,448\nWinnebago\n30,385\nRockford\n21,664\nRockford Urbanized\nArea\n26,179\nTotal Rockford SMSA\n33,540\nTotal population 60 and over for these twenty counties:\n1,212,611\nTotal population 60 and over statewide:\n1,571,497\nFORD is GERMLD LIBRAR\nCampaign76\nMedia Communications, Inc.\n1828 L STREET, N.W., WASHINGTON, D.C. 20036 (202) 833-8950\nMARCH 3, 1976\nTO:\nJIM MILLS\nFROM:\nBRUCE WAGNER\nSUBJECT:\nOLDER AMERICANS CAMPAIGN IN ILLINOIS\nMany thanks for filling me in regarding your plans for Illinois --\nthey 're most impressive.\nI think we should get together regarding the possible media budgets\nfor Older Americans copy in Illinois and future Primaries.\nAssuming the funds for this effort come out of the overall PFC\nallocation, we should discuss the specifics and relative importance\nof various elements of the advertising plan.\nSeparately, I'm not sure we 11 have the newspaper ad by tomorrow\nas you suggest, but we 11 have a full page newspaper ad for your\nconsideration in the very near future.\nRegarding the merit of measuring the impact of the advertising:\nas we discussed last evening, we're very much in favor of\nresearch of the advertising. Nevertheless, we should be sure\nto agree on the relative need for research of each individual\neffort; as always, copy research is expensive and should be\nexecuted with care in terms of the allocation of funds.\nLet's discuss these subjects at your convenience.\nCC: E. deBolt\nB. Marick\nS. Spencer\nF. Slight\nP. Dailey\nC. Wilhite\nGERALD FOND LIBRARY\nPeter H. Dailey, Chairman & Chief Executive Officer; Bruce S. Wagner, Executive Vice President; Robert C. Moot, Treasurer; Robert P. Visser, Secretary\nPresident Ford Committee\n1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400\nMarch 10, 1976\nMEMORANDUM FOR: BO CALLAWAY\nTHROUGH:\nBOB MARIK\nFROM:\nJIM MILLS\nSUBJECT:\nOlder Americans National Advisory Committee\nAttached for your approval is the blueprint outlining the\noverall method contemplated for the formation of this Committee.\nShould you recommend any changes, a revised version will\nbe forwarded to you as soon as possible.\ncc Stu Spencer\nEd Debolt\nFORD is GERALD LIBRARY\nThe President Ford Committee, Howard H. Callaway, Chairman, Robert Mosbacher, National Finance Chairman, Robert C. Moot, Treasurer. A copy of our\nReport is filed with the Federal Election Commission and is available for purchase from the Federal Election Commission, Washington, D.C. 20463.\nOLDER AMERICANS FOR PRESIDENT FORD\nNATIONAL ADVISORY COMMITTEE\n1.\nIntroduction\n1.1 Purpose\n1.2 Assumptions\n2.0 Organization\n2.1 State\n2.2 Local\n2.3 National\n2.4 Ethnic Integration\n2.5 Organization Charts\n3.0 Timetable\nGERALO FORD\n1.0 Introduction\nIn realizing the overall goal of the Older Americans\nDivision, P.F.C., i.e., to increase awareness among senior\nAmericans that the President is helping them so that they will\nwork and vote for him, an Older Americans for President Ford\nNational Advisory Committee is to be established.\nAgree\nDisagree\n1.1 Purpose\nThe objectives of this Committee will be to:\na. strengthen the President's active constituency\namong older voters by expanding membership on the\nCommittee down to the local level, and\nb. assist and advise in realizing the goals and\nactivities of the Older Americans Divison, P.F.C.,\nand the overall campaign. (See Older Americans\nDivision, Campaign Plan).\n1.2 Assumptions\na. that the requirement to focus attention on primary\nstates on a rotating basis encourages development of\nthe Committee membership from the state level down\nto the local level.\nb. that key general election states where primaries\nare not scheduled or where they are late, should be\norganized, as well,\nC. that official formation and announcement of the\nOlder Americans National Advisory Committee can best\nbe accomplished after state organization and appointment\nof officers.\nd. that all local and state members be automatically\nincluded as a National O.A. Committee member.\ne. that the leadership of the National Advisory Committee\nbe known for their concern and activity in the field\nof aging as well as other realms and be designated as\nthe Executive Board of the O.A. for President Ford\nNational Advisory Committee.\nGERALD TODO\n2\nf. that the leadership also be determined based on\ngeographic location, name recognition, interest\nin serving, and political profile,\ng. that the Executive Board membership of the National\nOlder Americans Advisory Committee include a balance\nof ethnic representation, national organization affili-\nation, and prominence.\n2.0 Organization\n2.1 State\nThe first step in the formation of the Older Americans for\nPresident Ford National Advisory Committee is the identification\nof prominent non-controversial Republican leaders involved or\nknowledgeable in the field of aging on the state level. This is\nto be accomplished by April 30th in all first and second priority\nstates. The deadline for third priority states is set for May 31st.\nTwo of these individuals are identified to serve (minimumly)\nas figurehead Co-chairpersons. Where no substantial activity\n(per state Older American plans) is expected from the appointees\nand where information supports the need, a staff man will be\nemployed to support and expand the Committee membership and carry\nout other state O.A. campaign objectives. This expansion process\nis an integral part of the overall state Older Americans Campaign\nPlan (e.g., Illinois).\nIn smaller states, chairpersons will be selected on the\nabove criteria, as well as their ability and desire to carry out\nthe work activities of that state's O.A. campaign plan.\n2.2 Local Level\nAs indicated above, once confirmed, the Older Americans\nChairman and/or the O.A. staff person will commence committee\nexpansion within the state.\nThe local Older Americans Committee chairpersons/members\nwill be responsible for carrying out the activities as defined\nin:\na. the state primary O.A. campaign plan when applicable,\nand\nb. the state general O.A. campaign plan.\nAs state O.A. chairpersons are selected and local chair-\npersons/members are identified, the names and addresses will be\nforwarded to the Older Americans Division, P.F.C., for inclusion\nFORD\nas members of the National O.A. Advisory Committee.\nGERALD\nLIBRARY\n3\nLetters acknowledging membership will be sent by the\nDirector, O.A.D. when notification of interest is sent directly\nto the national P.F.C. (brochures/correspondence). This is to\ncommence immediately. Once the Executive Board membership\nis finalized such acknowledgement will originate from its\nleadership (July 1.)\n2.3 National\nAs indicated, all senior citizens working on behalf of\nthe President will automatically be members of the National\nCommittee.\n2.3.1. Executive Board\nAn Executive Board of the O.A. for President Ford National\nAdvisory Committee will be selected based on the following\nformula:\na. Washington, D.C.: Chairperson Candidates:\n1.\n2.\n3.\n4.\nb. Illinois: Midwestern Regional Chairperson Candidates:\n1.\n2.\n3.\n4.\nC. New York: Eastern Regional Chairperson Candidates:\n1.\n2.\n3.\n4.\nd. Texas: Southwest Regional Chairperson Candidates:\n1.\n2.\n3.\n4.\ne. California: Western Regional Chairperson Candidates:\n1.\n2.\n3.\n4.\nBERALD FORD LIBRARY\n4\nf. Florida: Southern Regional Chairperson Candidates:\n1.\n2.\n3.\n4.\n00\nState Members\nEach state chairperson or co-chairperson will be con-\nsidered a member of the Executive Board.\nThe Advisory Committee's Executive Board will be\nresponsible for:\n1. advising the Director, Older Americans Division,\nP.F.C.\n2. carrying out or assisting in the implementation\nof the state O.A. campaign plans in their respective\nareas,\n3. attending one Washington, D.C. meeting sometime\nbetween July and September. The precise proposal\nfor this meeting will be submitted to the appropri-\nate parties and the Chairman, President Ford\nCommittee, in May. It is intended that the meeting\nserve two primary functions. They are:\naa. high visibility-media event, and\nbb. state planning and information exchange.\n2.32 Ethnic Integration\nIn addition to the above membership criteria, attempts will\nbe made to add one member for each major ethnic group. Such\nappointments may of necessity also be classified as state members.\n2.33 National Organizations\nAttempts will be made to identify appropriate ex-officers\nof senior citizen organizations (AARP, NCSC, NRTA, etc.) in the\nExecutive Board selection process.\nThe specific Executive Board membership and activity plan in\nto be submitted by April 30th.\n2.4 Organizational Charts (see following page)\nFORD of LIBRARY\nOLDER AMERICANS DIVISION, P. F. C.\nOrganization Chart I\nSTATE PFC\nCHAIRMAN, PFC\nCHAIRMEN\nDEPUTY CHAIRMAN\nFOR ADMINISTRATION\nCOMMISSIONER\nON AGING\nOTHER DIRECTORS,\nA. S. Flemming\nPFC DIVISIONS\nDIRECTOR,\nOLDER AMERICANS\nDIVISION\nEXECUTIVE BOARD,\nDEPUTY DIRECTOR,\nOLDER AMERICANS FOR\nDOMESTIC COUNCIL\nPRESIDENT FORD NATIONAL\nJim Cavanaugh\nADVISORY COMMITTEE\nSECRETARY\nOAD\nOLDER AMERICANS\nFOR P.F.C.\nOAD\nVOLUNTEERS\nFIELD COORDINATOR\nOAD\nSTATE PFC DIRECTORS\nVOTING BLOC STAFF, AND\nLOCAL O.A.P.F.C.\n&\nIDAD\nGERALD\nLIBRARY\nSUMMARY CRITICAL PATH CHART: OLDER AMERICANS FOR PRESIDENT FORD NATIONAL ADVISORY COMMITTEE ( OAFPFNAC)\nLIBRARY\n07/830\nGoal Ia\nGoal IIb\nGoal IIIc\nGoal IVd\nGoal Ve\nExecutive\nExecutive\nExecutive\nCommence\nExecutive\nBoard\nBoard\nBoard\nExecutive\nBoard\nOAFPFNAC\nPlan\nOfficers &\nBoard\nMeeting\nPlan\nApproved\nMembers\nCorrespondence\nsubmitted\nAppointed\nsent to\nconvention\n(April 30)\ntb=5 days\ntc=10 days\nMembership\n(May 15)\n(June 15)\nte=30-75 75 days\n(possible\n(May 5)\ntd=30 days\nactivity)\n(July 15-\nGoal VI\nAugust 31)\nGoal I\nta=45 days\nCampaign\nOlder Ameri-\nObjectives\ncans for\nAchieved;\nPresident\nLetters of\nFord National\nAcknowledge\nAdvisory\nment sent\nCommittee\n(Nov. 15)\nOrganizational\nindividual\nState 01der\nO.A.D.\nLocal Chairper\nPlan Approved\nState 01der\nState Older\nAmericans\ncorrespondence\nsons appointed\n(March 15)\nAmericans GOTV\nAmerican Chair-\nCampaign Plans\nsent to\n& membership\nPlans Developed\nperson(s)\nDeveloped and\nfield member-\nexpanded; names\n& Approved in\nt₁=¹-75 days\nappointed by\nApproved in\nship\n& activity re-\nconcert with\nstate P.F.C.\nt₂=1-75 days\ncooperation\nChairman\nwith State P.F.C.\nt3=1-125 days\n(Mar. 15-\n(Mar. 15-May31)\nt4=1-90 days\nports submitted\nto O.A.D. ;0.A. D.\n(Mar.15-\nt5=60 days\nState P.F.C.\n(Sept. 15)\n(Mar 15-May 31)\nJune 15)\nfield visits\nJuly 14)\nGoal I\nGoal II\nGoal IV\nGoal V\nGoal III\nActivities\nt1=45 days\n1. Older American Packet Completed\n2. Letter from the Chairman\nand Packet Sent\n3. Field Visits and Primary\nCampaign Activities Carried Out\nin Accordance with Current Action\nPlan\nt2= 1 - 75 days\n1. Research\n2. Field Communications\nt3= 1 - 90 days\n1. Letter Developed and Approved\nt4= 1 - 125 days\n1. Implementation of State O.A. Plan\nt₅= 60 days\n1. State Program Assessed\n2. Goals Established\n3. O.A. Contribution to Goals\nDetermined\n4. Plan Developed\nGERALD\nLIBRARY\nShe Special FYI.\nPresident Ford Committee\n1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400\nMarch 11, 1976\nMEMORANDUM FOR: JERRY JONES\nFROM:\nJIM MILLS\nSUBJECT:\nScheduling\nThe President's scheduling vis-a-vis older Americans has had a\ntremendous effect. It has been most helpful to me in carrying\nout my efforts and has surely had a favorable impact at the polls.\nYou may wish to give consideration to reducing the frequency of\nnursing home drop-bys in favor of sites which have a more positive\nimage amongst the elderly (i.e., senior center, Area Agency Advisory\nCouncil meetings, nutrition programs, R.S.V.P. project stations,\nF.G.P., etc).\nCC Bob Marik\nJan and four you mgth also\nmature this to state\nFORDO is LIBRARY\nTRAVEL PLANS FOR:\nJim Mills\nTIME PERIOD:\n3/11 - 3/18\nDESTINATION:\nReno/Arizona/New Mexico/Texas/Washington D.C.\nFLIGHT PLANS:\nFlight #\nDate\nDeparture\nArrival\nUA#247\n3/11\nWashington National 1:55p.m.\nChicago 2:52 p.m.\nUA#223\n3/11\nChicago\n3:45 p.m.\nReno\n6:58p.m.\nHOTEL ACCOMMODATIONS:\nReno Residence: 702/323-0600\n3/11-3/13 (early a.m.)\nOTHER -A will call in to Betsey Bellows - 466-2113\nDistribute: Marik\nDeBolt\n:\nFORD\nWatts\nTerrell\nGERALD\nLIBRARY\nPresident Ford Committee\n1828 L STREET, N.W., SUITE 250, WASHINGTON, D.C. 20036 (202) 457-6400\nMarch 11, 1976\nMEMORANDUM FOR: JIM CAVANAUGH\nFROM:\nJIM MILLS\nSUBJECTS:\nCongressional Forums\nCatastrophic Health Legislation\nCongressional Forums:\nWhile there is consensus that the Administration should encourage scheduling\nof \"town hall\" type Older American Congressional Forums, little has been\ndone in the planning realm.\nIn order for a) Arthur S. Flemming and other spokesmen to schedule themselves\nin priority areas in a timely way, and b) Congressmen and staffs to have\nsufficient lead time, it is desirable to have states and districts targeted\nand sample formats available.\nThe attached list of target areas was developed based on numbers of elderly,\nand state priority, Congressional representation, and media market.\nThe format and model organization outline attached are intended to provide\nliaison with a tool useful in selling the concept and its simplicity.\nThis program will be of great benefit to all involved and should be a\npriority item.\nCatastrophic Health Legislation:\nGiven the sensitivity of this issue and its potential impact, I would like\nthe opportunity to be briefed on the strategies you and Max Friedersdorf\nhave, or are developing. This will help me in the planning and strategy\nformation process here at the P.F.C.\nI can be available for such a meeting immediately upon my return (i.e., 3/19\nor 3/20).\na\nFORD\nCC Bob Marik\nGERALD\nLIBRARY\nThe President Ford Committee, Howard H. Calloway, Chairman, Robert Mosbacher. National Finance Chairman, Robert C. Moot, Treasurer. A copy of our\nReport is filed with the Federal Election Commission and is available for purchase from the Federal Election Commission, Washington, D.C. 20463.\nOLDER AMERICANS FORUM PLANNING\nAttached is material useful to those Congressmen and other leaders interested\nin organizing forums directed at increasing the senior Americans' awareness\nof the federal, state, and local governments activities on their behalf.\nSuch forums will help meet the need of senior citizens to become familiar with\nand understand the services available to them.\nFORD is LIBRARY GENALD\nOVERVIEW\nFor check-list purposes, a Senior Americans Forum can be divided into\nfive components. They are:\n1. Arrangements: A school auditorium, church social hall, VFW\nor American Legion hall or purlic meeting place near\npublic transportation should be chosen as the location of the\nForum.\n2. Invitations: As many personal invitations as possible should be\nsent. Contact all clubs and churches. Pre-advertise\ninexpensively on radio and in the newspapers. Older persons\nread the papers more thoroughly than any other group.\n3. Staging: The acoustics in your meeting place must be checked\nthoroughly. Make sure everyone can hear. Always use a P.A.\nsystem to be safe. Set up the forum (speaker's area, audience\nchairs) in a way that makes it easy for the spokesmen to\ninteract with the audience. Avoid a stiff, formal arrangement.\n4. Program: Sample Programs Attached.\n5. Social Hour: Held after the program. Everyone ( speakers included)\nshould mingle and have fun. Serve refreshments (coffee, tea,\nsoft-drinks, cake). Explore the possibilities of entertainment\n(Senior Citizen string bands or Barber Shop Quartets, etc.).\nARRANGEMENTS\nFacts to Consider\nWhen looking for a suitable place in which to hold an Older Americans Forum,\nit is important to consider the projected number of attendees. The ideal,\nof course, is to select a meeting place which is flexible enought to accomo-\ndate either a smaller or larger crowd than you actually anticipate.\nThe site of the Forum must be as close as possible to public transportation.\nThe number of older persons who will attend the Forum is directly dependent\nupon the ease with which they can get there and back. This is another\nreason why a Forum should not start before 9a.m. nor conclude after 4p.m.\nIf possible, the Forum site should be close to other attractions (shops,\npark, senior center) SO that those whom you would like to be there will\nhave a reinforcing reason to attend.\nPlace\nGenerally, it will be unnecessary to rent a place in which to hold a Forum.\nTry to reserve a school auditorium senior citizen center, church social hall\nfire house, VFW hall, etc.\nFORDO & LIBRARY GERALD\nTransportation\nA committee of volunteers could be organized to provide \"car pool\" type\ntransportation for those older persons who would like to attend the Forum\nbut need help in getting there. Church groups and the like often have their\nown buses which they may allow to be used. Remember to consider return\ntransportation in your scheduling. It must be just as convenient for attendees\nto get home as it is to get to the Forum. Ask local police to clear parking\nplaces in the immediate area of the building where the Forum is to be held\nso that attendees will not have to walk very far.\nFirst Aid\nIf possible, try to have a doctor or nurse in attendance at the Forum The\nlocal Red Cross Chapter may be willing to provide a first aid volunteer\nand station wagon. The local fire department may of assistance in this matter.\nThe use of volunteer ushers may help to prevent the need for first aid.\nGuest Register\nEvery effort should be made to secure the names and addresses of attendees.\nA guest register or 3x5 cards could be used for this purpose. Ask attendees\nfor their names and addresses so that information can be sent to them.\nINVITATIONS\nPublicity\nAdvance publicity concerning the Forums, coverage of the event itself, and\nfollow-up should be coordinated by the appropriate local Congressional staff.\nPersonal Announcements\nAs many personal invitations as possible should be extended to older Americans\nliving in the area in which the Forum is to be held. Invitations should\nbe personally distributed to all clubs, fraternal organizations, church\ngroups, etc. Also remember to solicit all membership organizations, particu-\nlarly those composed of older persons---AARP, NRTA, NARFE, NCSC. Telephone\nPioneers. Also Rotary, Kiwanis, Lions, Chamber of Commerce, J.C.'s, American\nLegion, V.F.W., D.A.V., etc. You will find that these groups are also\nexcellent potential sources for logistical support and \"sponsor\" type activity.\nFollow-up:\nCongressional staff should be sure to write thank you notes to all participants\nand supporters who helped.\nFORD is LIBRARY GERALD\nSTAGING\nSet-up\nThe speaker's area and the audience seats should be arranged in a way\nthat permits interaction between the two. Formality should be avoided.\nSound; Light; Ventilation\nAlways check the acoustics of the meeting place carefully. Use sound\namplification equipment and check to make sure that it is operating\nproperly. Check for background noise (jet planes passing over;\nconstruction work) which might distract the audience or drown out a\nspeaker.\nMake sure that the participants have enought light by which to read the\nmaterial. If possible, lighting of the participants should be brighter\nthan that of the audience, thereby highlighting your speakers. Be sure\nthat there is adequate ventilation. Remember, when a room fills up\nwith people the temperature will rise quickly. You should anticipate\nthis when checking an empty meeting room. Take care to avoid drafts\nwhich may be caused by open windows. Crack windows at the top.\nMiscellaneous\nPrime consideration should be paid to the physical comfort of the audience\ndon't \"pack\" them in, get the most comfortable chairs possible, leave wide\naisles, etc.\nGERALD LISA ? FORD\nPROGRAM\nSENIOR AMERICANS:\nFORUMS\nDATE:\nLOCATION:\nSPONSORED BY CONGRESSMAN\nPROGRAM\n9 a.m. to 9:15\nWelcoming remarks by Sponsoring Representative\n.\n9:15 a.m. to 9:45\n\"The State of\n: What IS IT Doing to Help\nthe Elderly\". Speaker: Director or Representative\nfrom the State Office on Aging.\n9:45 a.m. to 10:15\nSocial Security. Past and future changes in the system.\nHow are the bank deposits of Social Security checks\nworking out? What about future cost-of-living increases?\nWhat new services does Social Security offer: Repre-\nsentative from local Social Security Office.\n10:15 a.m. to 10:30 a.m.\nThe local area Agency on Aging. What is it doing and how\nmany people are being reached. Director.\n10:30 a.m. to 11 a.m.\nHalf-hour coffee break.\n11 a.m. to 1130 a.m.\nSenior Citizens Housing. What is the status of project\nin\nWhat is the demand and the\n.\nprospects for more construction under the rent subsidy\nprogram? Director of the local/regional office of HUD.\n11:30 a.m. to 12 p.m.\nPanelists will answer questions from the audience on\nhealth, nutrition, housing, utility costs and various\nservices. Panelists will be\n,\n,\n,\n, and\n.\n12 p.m. to 12:15 p.m.\nRSVP. Where can Senior Citizens help. Local RSVP Director.\n12:15 p.m.\nRepresentative\nintroduces Dr. Arthur S.\nFlemming, U.S. Commissioner on Aging (or his designate)\nfor principle speech.\n1 p.m.\nBrief concluding remarks by Representative\nthanking Dr. Flemming and all those participating.\nBERALD FORD LIBRAGA\nSENIOR AMERICANS:\nFORUMS\nDATE:\nLOCATION:\nSPONSORED BY CONGRESSMAN\nCONFERENCE SCHEDULE\n4:00 p.m.\nRegistration\n7:30 p.m.\nConvening of Conference\n8:00 p.m.\nKeynote Address by Dr. Arthur S. Flemming, U.S. Commissioner\non Aging (or his designate)\n9:00 p.m.\nReception for Dr. Flemming (or designate)\n9:00 a.m.\nRegistration\n9:30 a.m.\nConvening of meeting\n10:00a.m.\nRemarks by\n, Director, State Office\nof Aging\n10:30a.m.\n\"Congress and Aging Legislation\" by Representative\n12:00 noon\nLuncheon (Dutch Treat)\n2:00 p.m.\nWorkshops\n4:00 p.m.\nWorkshop Reports and Summary\n5:00 p.m.\nAdjournment\nFORD & LIBRARY\nSOCIAL HOUR\nFormat\nThe Social Hour, directly following the formal portion of the Forum,\nshould be relaxing and fun. Audience and Forum participants should\nmingle informally and get to know each other.\nRefreshments\nCoffee, tea, lemonade, soft drinks, coke, finger sandwiches, cake,\ncookies, etc. should be served during the Social Hour. Often the\nlocal women's GOP club, a church ladies auxiliary, Older Person Organ-\nization, service club, etc. will be willing to take charge of the\nSocial Hour and provide some \"homemade\" refreshments.\nEntertainment\nA highlight of every Forum should be some form of entertainment. It\nneed not be sophisticated and should involve local older persons if\npossible. Check local clubs, fraternal organizations, church groups,\netc. If older person performers cannot be found, try for youths\n(choral group, etc.). Old persons and young persons mix particularly\nwell. An excellent film called \"May the Last be the Best\" prepared\nby the Admin i stration on Aging could be shown (if not shown during\nthe program portion of the Forum) (28 minutes).\nFORD is LIBRARY\nCONGRESSIONAL FORUM TARGETING BY STATE\nI. Primary Priorities (May 1 - 31)\nProjected Actual Voters\nPopulation 60+\nA. California\n1,990,660\n40th District\n27th District\n22nd District\n41st District\n33rd District\n39th District\n26th District\nB. Michigan\n805,700\n19th District\n3rd District\n2nd District\n6th District\nC. Ohio\n1,475,990\n1st District\n2nd District\n3rd District\n12th District\nFORD is 07V830 LIBRARY\nII. General Election Only Priority States\nProjected Actual Voters\nPopulation 60+\nA. California\n1,990,660\n40th District\n27th District\n22nd District\n41st District\n33rd District\n39th District\n26th District\nB. New York\n2,006,760\n23rd District\n35th District\n38th District\n33rd District\n5th District\nC. Illinois\nPending - To be completed\nMarch 15\nD. Ohio\n1,475,990\n1st District\n2nd District\n3rd District\n12thDistrict\nGERALD FORD LIBRARY\nProjected Actual Voters\nPopulation 60+\nE. Texas,\nPending - To be completed\nby March 15\nF. Pennsylvania\n\"\nG. Michigan\n805,700\n19th District\n3rd District\n2nd District\n6th District\nH. Florida\nPending - To be completed\nby March 15\nI. New Jersey\n\"\nJ. Indiana\n\"\nK. Missouri\n\"\nL. Wisconsin\n\"\nM. North Carolina\n\"\nN. Washington\n\"\nO. Tennessee\n\"\nIII. General Election Only Second Priority States\nA. Virginia\nPending - To be completed\nby March 15\nB. Oklahoma\n\"\nC. Kentucky\n\"\nD. Iowa\n\"\nE. Nebraska\n\"\nF. Colorado\n\"\nFORD is LIBRARY"
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