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The original documents are located in Box 9, folder "White House Correspondence Manual (1)" of the Roland Elliott Files at the Gerald R. Ford Presidential Library. Copyright Notice The copyright law of the United States (Title 17, United States Code) governs the making of photocopies or other reproductions of copyrighted material. Gerald R. Ford donated to the United States of America his copyrights in all of his unpublished writings in National Archives collections. Works prepared by U.S. Government employees as part of their official duties are in the public domain. The copyrights to materials written by other individuals or organizations are presumed to remain with them. If you think any of the information displayed in the PDF is subject to a valid copyright claim, please contact the Gerald R. Ford Presidential Library. THE WHITE HOUSE CORRESPONDENCE MANUAL NOTE: Return this manual to the Correspondence Section, Room 60, OEOB when no longer needed Executive Office of the President The White House Office 1975 FORDO & LIBRARY OERALD THE WHITE HOUSE WASHINGTON May 1, 1975 Attached is your copy of the revised and updated White House Correspondence Manual. The old manual should be removed from its binder and placed in burn bags for disposal. Requests for additional copies or questions regarding the manual should be directed to Mrs. Clara Hyatt, Chief of Correspondence, Room 60 OEOB, Ext. 2304. Robert D.Lider Robert D. Linder Chief Executive Clerk FORD 2. GERALD FOREWORD The White House Correspondence Manual is addressed to all offices in the White House that prepare letters and other forms of written communication. The Manual has three purposes: 1. To give letters and other correspondence a uniform appearance, to aid their preparation, and to insure that the copies are easy to file and to find. 2. To promote use of efficient typing and office tech- niques relating to correspondence. 3. To give to White House correspondence a distinctive and pleasing appearance. The special problems of individual offices may not be answered by the Manual; they should be worked out by each office, using the Manual as a guide. Faithful adherence to the general in- structions set forth here helps to assure coordinated and efficient correspondence operations throughout the White House. For questions regarding punctuation, capitalization, etc., not covered in this Manual, please refer to the U.S. Government Style Manual. Other questions regarding material in this Manual should be referred to Chief of Correspondence, Room 60, EOB, extension 2304. FORD R. GERALD i CORRESPONDENCE MANUAL CONTENTS Pages CORRESPONDENCE Classified Material 3 Classified material receipt Messenger receipt Sample of confidential letter and envelope Letters President's signature, with envelope ----- 15 (For "Identical Letters" see DOCUMENTS) Staff Official's signature, with envelope - 20 Assembly, Order of 25 Courtesy Copy 33 Memoranda Interoffice, with envelope 26 Memorandum for the President 29-30 Outside 27 Presidential 13 Messenger Service 1 U.S. Mail and Messenger Service White House Messenger and Miscellaneous Service Service Via State Department Diplomatic Pouch Referrals 32 Charge Route Slip Telegrams 35 TYPING PRACTICES Abbreviations 36 Centering 37 Justifying right margins 40 Punctuation 43 FORMS OF ADDRESS (Examples of Addresses and Salutations) 45 FORD R. GERALD ii Pages DOCUMENTS (Format and samples) Citations 101 Executive Orders 103 Identical Letters 105 Memorandums of Disapproval 106 Messages to Congress 108 Proclamations 110 Statements 112 Stencils 114 ****** R. FORD GERALD iii w FORD is MESSENGER SERVICE U.S. MAIL AND MESSENGER SERVICE The U.S. Mail and Messenger Service (a postal service) provides for pick-up and delivery between the White House and other Federal agencies in the Washington, D.C., area. The service is not used for security classified mail or for personal mail. With those two exceptions, it serves for delivery of most mail between Government agencies. Stop numbers and zip codes are listed in the back of the White House Telephone Directory. WHITE HOUSE MESSENGER AND MISCELLANEOUS SERVICE "BY HAND" delivery of urgent and special mail is available through the White House Messenger and Miscellaneous Service, Room 54, EOB, extension 7005. If a record of delivery is desired, attach to the envelope a messenger receipt. See sample on Page 2. Delivery by White House Messenger Service is restricted to the greater Washington area. SERVICE VIA STATE DEPARTMENT DIPLOMATIC POUCH Mail addressed to foreign officials and to officials of the United States Government in foreign countries is carried by State Department pouch, or by accredited courier, as desired. Envelopes containing this mail are not marked "airmail." If the letter is classified, the outer envelope, as well as the inner one, is marked to indicate the classification; if the letter is not classified, the envelope is marked UNCLASSIFIED. After the envelope is addressed, a 3 by 5 slip of paper with the phrase "Via State Department Pouch" is attached. The Mail Room sends Diplomatic pouch mail to the Messenger Unit. GERALD ? FORD 1 All official correspondence should be typewritten on White House stationery. Handwritten envelopes are not acceptable. Of course, White House stationery and postage are to be used only for official business and are not to be used for personal use. The azure paper and envelopes are to be used exclusively for Presidential correspondence and should not be used for staff correspondence or other purposes. Mail deposited in mail boxes in the White House and EOB is picked up by the U.S. Postal Service and goes directly to the City Post Office. It should be properly stamped when placed in these boxes. Mail placed on top of the boxes will not be picked up by the Postal Service and it could become lost. Official outgoing mail should be sent to Room 99, EOB to be stamped and dispatched. Any questions concerning the handling of mail should be directed to the Mail Room, extension 2541. R. DUOP GERALD AMOUNT 2 CLASSIFIED MATERIAL General: The security classification and declassification of each document prepared in the White House is governed by Executive Order 11652 and other applicable Executive Orders. The number of persons authorized to originally classify information is limited. Should an employee originate information which he believes to require classification on the basis of the national security, he shall protect that information with appropriate safeguards, and shall seek the guidance of the Counsel to the President (Ext. 2293), who will provide a determination as to whether classification is necessary and the required level of any classification. Whenever classified information or material is incorpo- rated in another document or other material by any person other than the original classifier, the previously assigned security classification category shall be reflected thereon together with the identity of the original classifier. Marking Requirements: When the subject matter requires that a letter or a mem- orandum be safeguarded in the interest of national defense, the security classification assigned to the letter -- CONFIDENTIAL, SECRET, or TOP SECRET -- is conspicuously stamped, typed, or marked at the upper left and lower left of each page. See example on Page 9. While the above should also be applied when using other classifications such as EYES ONLY, ADMINISTRATIVELY CONFIDENTIAL, etc., these terms are to be used sparingly. Such terms have no legal significance in determining when release of information may be appropriate, but instead indicate the manner in which such materials are to be handled by the recipient of the material. a. When Document or Other Material is Prepared. At the time of origination, each document or other material containing classified information shall be marked with its assigned security classification and whether it is subject to or exempt from the General Declassification Schedule. ? FORD 3 E (1) For marking documents which are subject to the General Declassification Schedule, the following stamp shall re used: (TOP SECRET, SECRET OR CONFIDENTIAL) CLASSIFIED BY SUBJECT TO GENERAL DECLASSIFICATION SCHEDULE OF EXECUTIVE ORDER 11652 AUTOMATICALLY DOWNGRADED AT TWO YEAR INTERVALS AND DECLASSIFIED ON DEC. 31 (insert year) (2) For marking documents which are to be auto- matically declassified on a given event or date earlier than the General Declassification Schedule the following stamp shall be used: (TOP SECRET, SECRET OR CONFIDENTIAL) CLASSIFIED BY AUTOMATICALLY DECLASSIFIED ON (effective date or event) (3) For marking documents which are exempt from the General Declassification Schedule the following stamp shall be used: (TOP SECRET, SECRET OR CONFIDENTIAL) CLASSIFIED BY EXEMPT FROM GENERAL DECLASSIFICATION SCHEDULE OF EXECUTIVE ORDER 11652 EXEMPTION CATEGORY (§ 5B (1), (2), (3), or (4)) AUTOMATICALLY DECLASSIFIED ON (effective date or event, if any) Should the classifier inadvertently fail to mark a document with one of the foregoing stamps the document shall be deemed to be subject to the General Declassification Schedule. The person who signs or finally approves a document or other material containing classified informa- tion shall be deemed to be the classifier. If the classifier is other than such person he shall be identified on the stamp as indicated. b. Overall and Page Marking of Documents. The overall classification of a document, whether or not permanently bound, or any copy or reproduction thereof, shall be con- spicuously marked or stamped at the top and bottom of the outside of the front cover (if any), on the title page (if OERALD R. FORD 4 LIERARY any), on the first page, on the back page and on the outside of the back cover (if any). To the extent practicable each interior page of a document which is not permanently bound shall be conspicuously marked or stamped at the top and bottom according to its own content, including the designation "Unclassified" when appropriate. C. Paragraph Marking. Whenever a classified document contains either more than one security classification category or unclassified information, each section, part or paragraph should be marked to the extend practicable to show its classi- fication category or that it is unclassified. d. Material Other Than Documents. If classified material cannot be marked, written notification of the information otherwise required in markings shall accompany such material. e. Transmittal Documents. A transmittal document shall carry on it a prominent notation as to the highest classifica- tion of the information which is carried with it, and a legend showing the classification, if any, of the transmittal document standing alone. Envelopes: Classified material shall be enclosed in opaque inner and outer covers. The inner cover shall be a sealed wrapper or envelope plainly marked with the assigned classification and address. See example on Page 10. The outer cover shall be sealed and addressed with no indication of the classification of its contents. A receipt (see below) shall be attached to or enclosed in the inner cover. Handling: a. Transmission. If letters marked SECRET are dispatched through postal channels, they must be sent by United States REGISTERED mail and must remain within the continental United States or Canada. CONFIDENTIAL letters placed in the mail must go by United States REGISTERED, CERTIFIED, or FIRST- CLASS mail within the continental United States or Canada. Office policy within the White House may require, however, that much of the CONFIDENTIAL and SECRET mail be delivered. BRALD R. FORD LISAARY 5 BY HAND. TOP SECRET material is always delivered BY HAND. A classified TELEGRAM is transmitted through the White House Situation Room. Telegrams for commercial transmittal are sent via the White House Telegraph Office. b. Receipts. Receipt forms accompany all classified mail. See examples on Page 7. (1) Classified material receipt. The classified material receipt is prepared in duplicate. When classified material is sent by registered mail, the registry number is obtained in advance from the White House Mail Room and then is typed on the receipt. If registered mail is not used, a control number established by the originating office is shown in the block indicated for the number. The description required by the form must not reveal classified information. The original of the form is retained in the suspense file of the originating office. The yellow copy is enclosed in the inner cover, for the addressee to sign and return to the White House. When the signed receipt is received by the originator, the form retained in the suspense file is destroyed. (2) Messenger receipt. Classified mail handled by a messenger requires a messenger receipt. A single copy is prepared and attached to the outer envelope. The messenger obtains the addressee's signature at the time of delivery and returns the receipt to the originator of the classified material. NOTE: Any questions as to the appropriate markings and other matters of form should be referred to the Legal Counsel's Office. 2020 R. FORD (OVER) LIBART 6 CLASSIFIED MATERIAL RECEIPT (Enclosed in inner envelope) RETURN THIS RECEIPT IMMEDIATELY TO REGISTRY NO. UNCLASSIFIED DESCRIPTION DATE (Serial No., File No., Subject) INCLOSURES ADDRESSEE NOTE.-This sheet to be retained in Originator's suspense file until receipt has been signed and returned; then this sheet should be destroyed. TITLE CLASSIFIED MATERIAL RECEIPT 16-70499a-1 GPO MESSENGER RECEIPT (Attached to outer envelope) THE WHITE HOUSE SIGNATURE MUST BE SECURED DATE TO: NUMBER Time Rec'd RECEIVED BY DELIVERED BY RETURN RECEIPT TO OF R. FORD 7 Safeguarding Classified and Sensitive Information Each staff office must establish adequate internal procedures to assure that classified and sensitive documents and related materials are protected at all times. A specific person in each office should be given this responsibility, but it should be made clear that the last person in an office assumes the responsibility for the security of classified material. The Executive Protective Service officer conducts a thorough after-hours security inspection of each staff office in the White House and Executive Office Building (EOB) on a nightly basis. Their authority to inspect extends to all exposed classified or sensitive documents, as well as all other re- lated materials not properly secured. Classified material to be destroyed should be handled in the manner prescribed below. Classified material should never be left unattended on desks. When an office is closed or unattended, materials should be locked in a secure cabinet. In the event of a serious security violation, the Executive Protective Service will file a formal report with the office concerned. All classified and sensitive materials to be destroyed should be separated from other office trash and waste materials and placed in a specific container designated for this purpose. Paper bags marked "BURN" are available for the White House Supply Room and can be ordered along with other office supplies. Burnbags are collected under Executive Protective Service supervision and are disposed of in the secure macerator located in the EOB. Since the macerator has a limited capacity, all nonclassified and nonsensitive waste materials are collected and disposed of by the regular GSA cleaning force. The above provisions do not apply to the Situation Room since, because of the volume, separate disposal procedures are required. BERALD & FORD LIBRARY 8 SAMPLE -- CONFIDENTIAL LETTER THE WHITE HOUSE WASHINGTON THE Date CONFIDENTIAL Dear 11111: This format should be followed for the security classifi- cations CONFIDENTIAL, SECRET AND TOP SECRET, and for other classifications such as EYES ONLY, ADMINISTRATIVELY CONFIDENTIAL, etc. Sincerely, Staff Official's name Title spaced according to official's preference Name Address City, State Zip CONFIDENTIAL (OVER) for envelope 9 & FORD LIBRARY ТИЗО ₹000 ЛАТИЗ OCRALD THE WHITE HOUSE THE MHILE HONSE -Insusio rol howollo) ed blueds ismack aidT sug orper влсу 58 EAES ОИГА ofe Y.I.EVITANTE MIMOA qis 01822 11: of 10 AIRMAIL-SPECIAL DELIVERY Name Address RETTAI -- 3.19MAZ чот ЦИА City, State Zip CONFIDENTIAL (ОЛЕЗ) equievns Tol ADMINISTRATIVELY CONFIDENTIAL 2 Page 2 and succeeding pages of an ADMINISTRATIVELY CONFIDENTIAL, SECRET, OR TOP SECRET memorandum. GERALD ? FORD ADMINISTRATIVELY CONFIDENTIAL 12 SAMPLE - Security Classified Memorandum MEMORANDUM THE WHITE HOUSE WASHINGTON Date ADMINISTRATIVELY CONFIDENTIAL TO: FROM: SUBJECT: This format should be followed in preparing a memorandum to be classified as ADMINISTRATIVELY CONFIDENTIAL, SECRET, TOP SECRET, etc. GERALD R FORD LIBRATT FIREVIS ADMINISTRATIVELY CONFIDENTIAL 11 (SAMPLE MEMORANDUM FROM THE PRESIDENT TO HEADS OF DEPARTMENTS AND AGENCIES) THE WHITE HOUSE WASHINGTON MEMORANDUM FOR THE HEADS OF DEPARTMENTS AND AGENCIES OR* MEMORANDUM FOR THE HEADS OF EXECUTIVE DEPARTMENTS AND AGENCIES ONE memorandum is typed and, after signature, is "photographed" for transmittal to those heads of departments and agencies. *Used on the occasions when the Memorandum is only applicable or appropriate for the departments and agencies of the executive branch. GERALD >> FORD 13 (SAMPLE MEMORANDUM FROM THE PRESIDENT TO MEMBERS OF THE CABINET) THE WHITE HOUSE WASHINGTON Date MEMORANDUM FOR THE SECRETARY OF STATE THE SECRETARY OF THE TREASURY THE SECRETARY OF DEFENSE ETC. ONE memorandum to all members of the Cabinet is typed and, after signature, is "photographed" for transmittal to the individual addressees. GERALD & FORD 14 SAMPLE "PRESIDENTIAL" (large white stationery) THE WHITE HOUSE WASHINGTON (Date centered) Dear ///////: There will be times when this paper is used for the President's signature, but the drafter will decide, not the typist. This paper is also used for "identical letters", i.e., Presidential letters to the Speaker of the House and the President of the Senate. See "Identical Letters" under DOCUMENTS. A letterex set of carbons (the same as for azure Presidential stationery) is used plus any individual office requirement. The name and title of the President are not typed on the letter and at least six lines are allowed for his signature. Sincerely, Name Address City, State Zip (If enclosure to be sent -- do NOT put word Enclosure on original -- but indicate on carbons) BERALD is FORD LIBRARY 15 SAMPLE "PRESIDENTIAL" (small size) THE WHITE HOUSE WASHINGTON (Date centered) Dear ////////: This letter is on azure stationery which is reserved for the use of the President. Azure stationery is in two sizes. The small size is shown here. Letter should be single spaced; balanced, wide margins (for framing purposes), no erasures or correction tape. A letterex set of carbons is always used plus any individual office requirement. The name and title of the President are not typed on the letter and at least six lines are allowed for his signature. Sincerely, Name Address City, State Zip NOTE: If the President has not seen the incoming hand-written letter, it is to be typed "as is" on 1-star bond, double spaced, for easier reading. COPY should be typed at top of page. IMPORTANT: Check Central Reference Unit if in doubt whether person should be addressed as "The Honorable" and is personal friend to be called by first name. DERALD ? FORD 16 LIBRARY SAMPLE "PRESIDENTIAL" (large size) THE WHITE HOUSE WASHINGTON (Date centered) Dear ////////: This letter is on azure stationery which is reserved for the use of the President. Azure stationery is in two sizes. The large size is shown here. There is plain azure for second and succeeding pages. Letter should be single spaced; balanced, wide margins (for framing purposes), no erasures or correction tape. A letterex set of carbons (same as for smaller azure stationery) is used plus any individual office requirement. The name and title of the President are not typed on the letter and at least six lines are allowed for his signature. Sincerely, Name Address City, State Zip NOTE: If the President has not seen the incoming hand-written letter, it is to be typed "as is" on l-star bond, double spaced, for easier reading. COPY should be typed at top of page. 17 SAMPLES OF PRESIDENTIAL ENVELOPES (Label to be used when envelope will not accommodate enclosures) THE WHITE HOUSE The Honorable 1111 ////// Judge United States Court of Appeals for the District of Columbia Washington, D.C. 20003 (This size envelope is used for the small, short azure stationery) THE WHITE HOUSE The Honorable /////// /////// DERALD R. FORD The Speaker U.S. House of Representatives Washington, D.C. 20515 LIBRARY (This size envelope is used for the large, long azure stationery) 18 THE WHITE HOUSE 19 Name Address City, State Zip white stationery) (This size envelope (#9 embossed) is used for the large, LEVEN GERALD ACIDA P SAMPLE LETTER - Staff Officials (small stationery) THE WHITE HOUSE WASHINGTON Date (currently unless otherwise advised) Dear ////////: This is the stationery and style most commonly used for short letters from a Staff Official. A letterex set of carbons is always used with outgoing correspondence. Additional carbons may be requested at times. Margins should be well balanced and the letter single spaced, block paragraphs, with as few hyphenations and corrections as possible. Sincerely, Staff Official's name Title spaced according to official's preference Name Address City, State Zip Enclosures NOTE: The Stripping Desk, located in the Referral Unit of Central Files, has the responsibility of separating the files from outgoing mail. EF 2. 477 FORD Enclosures: (Describe or identify on carbons only) ABC:def (Official's/drafter's initials in caps; typist's in lower case) DEFENSE (This is an informal referral or "charge". See "Referrals".) 20 SAMPLE LETTER - Staff Officials GERALD (large stationery) P. FORD THE WHITE HOUSE TRUSTY WASHINGTON Date (currently unless otherwise advised) Dear //////: Letters from Staff Officials too long to be accommodated by the smaller paper should be typed on this stationery, with succeeding pages on plain paper, numbering pages in the center, 5 lines from the top. A letterex set of carbons is always used with outgoing cor- respondence. Additional carbons may be requested at times. Margins should be well balanced and the letter single spaced, block paragraphs, with as few hyphenations and corrections as possible. "If material is quoted within the acknowledgement and is less than 2 lines, it is made a part of the paragraph to which it belongs. A quotation of more than 2 lines is blocked 5 spaces from the left margin and 5 spaces from the right margin of the text." Sincerely, Staff Official's name Title spaced according to Official's preference Name Address City, State Zip Enclosure P.S. When an enclosure is mentioned in the body of the letter, the format is as shown here, describing the enclosure on carbons. When the enclosure is mentioned only in the P.S., it is described on carbons immediately following the P.S. (Initials are same as on small stationery) 21 SAMPLES OF ENVELOPES & LABEL #6 Envelope THE WHITE HOUSE (snit ald no AIRMAIL Miss Mary Hackman Apartment B-37 1322 Louhaii Avenue Honolulu, Hawaii 90732 ESOOS (This envelope used for the small white stationery only) FROM THE WHITE HOUSE WASHINGTON, D.C. Label НУИД edT YE our Miss Lola Emerson Evanston, California 90077 121 KVIIAETA 3200 (label used to accommodate enclosures too bulky or too large for any of the envelopes) GERALD ? THE FORD THE MHILE LIBRATY 22 (OVER) THE WHITE HOUSE FOO OL BY HAND (any & all mailing instructions on this line) The Honorable /// Secretary of Defense Washingtor, D.C. SETOR tisweH #10 envelope (not embossed) THE WHITE HOUSE T335 ron голиттт is 23 onze The Honorable //// to Secretary of Health, TO Education, and Welfare Washington, D.C. 20023 ADMINIST RATIVELY CONFIDENTIAL (all classified notations, attention lines and opening instructions appear on above line) (SNTS 32UOH 3TIHW 3HT #9 envelope (embossed) at SAMPLE ENVELOPE FOR INTEROFFICE COMMUNICATIONS - GERALD LIBRAT ? FORD THE WHITE HOUSE OFFICE THE WHITE HOUSE OFFICE ] F 24 1 ORDER of ASSEMBLING CORRESPONDENCE From top to bottom 1. Typed outgoing correspondence (if more than one page, signature page on top) 2. Enclosures accompanying outgoing letter, if any 3. Envelope (or label, if enclosures are being sent) 4. Courtesy copies (if any) and envelope for courtesy copy 5. Letterex set (carbon copies of outgoing letter -- sometimes called "rainbow" or "paper sets" -- a yellow, a green, and 2 whites) 6. Incoming correspondence 7. Previous file Presidentials should be assembled in the same manner with the two following exceptions: (1) Folded slip should be placed on letter to protect from possible paper clip marking, (2) Reverse yellow sheet GERALD ? LIBRATY FORD 25 SAMPLE MEMORANDUM (Interoffice) MEMORANDUM GERALD R. THE WHITE HOUSE WASHINGTON TRUSTY FORD Date CONFIDENTIAL (Not always necessary. Included here to show placement. See "Classified Material" for complete instructions.) FOR: //////// FORM: //////// (used if name is NOT put at end of memo) SUBJECT: //////// Illustrated herewith is a basic setup of an interoffice memo. The format of memoranda within the White House (as well as stationery used) may differ, in each office. Copies: Letterex set plus any individual office requirement. Enclosures: Describe fully on carbons. Initials: ABC:def Note: Either a "FROM" line is put at the beginning or a signature at the end -- never both. Envelope: Use manila envelope for interoffice communi- cations. Sample on reverse side. Staff Official's name (no title) (omitted if "FROM" at top is used) Enclosures CC: //////// (Put names on original -- or carbons only -- //////// depending on instructions of staff official or drafter. Check individual copy with red pencil and transmit carbon in manila White House envelope.) CONFIDENTIAL (Not always necessary. Included here to show placement.) 26 SAMPLE MEMORANDUM (outside White House) THE WHITE HOUSE WASHINGTON Date The following are examples of correct forms for designation of the addressee: MEMORANDUM FOR THE SECRETARY OF HEALTH, EDUCATION, AND WELFARE MEMORANDUM FOR THE GENERAL COUNSEL OFFICE OF MANAGEMENT AND BUDGET MEMORANDUM FOR The Honorable ///// ///// ///// Assistant Secretary of Labor for Labor-Management Relations MEMORANDUM FOR Mr. //////////// Memoranda going outside the White House are typed on regular White House letterhead (large or small), using white envelope or label. Block style, single spaced. Enclosures -- describe fully on carbons Copies: 1 letterex set plus individual office requirement Name of Staff Official Title GERALD Enclosures FORD as LIBRARY 27 SAMPLE REFERRAL (by Informal Memorandum) THE WHITE HOUSE WASHINGTON Date MEMORANDUM FOR THE SECRETARY OF STATE The attached is referred to you for such acknowledgment as you may deem appropriate. Name of Staff Official Title Usual letterex set of carbons -- identify enclosure on carbons 28 MEMORANDUM THE WHITE HOUSE WASHINGTON (Date) MEMORANDUM FOR THE PRESIDENT Forwarded for your approval and signature is a nomination containing the names of 266 officers for promotion and original appointments in the Navy. The nomination has been staffed by the Secretary of the Navy and approved by the Secretary of Defense. Recommendation That you sign the nomination attached at Tab A. (Name/Title) Attachment GERALD P 29 OF MEMORANDUM THE WHITE HOUSE WASHINGTON (Date) MEMORANDUM FOR: THE PRESIDENT FROM: (NAME) SUBJECT: Report on Fuel Economy and Air Quality This report provides information on recent stories about an alleged FEA report which indicates that your goal of 40% increase in automobile fuel economy by 1980 can be achieved without making the changes in the Clean Air Act that you proposed in your State of the Union Message. 1. Several reports have been prepared jointly by FEA, EPA and DOT experts which are available publicly and indicate that, under the most optimistic assessments of new technology, the current Clean Air Act standards for 1977 could be met and still achieve a 40% fuel economy increase by 1980. The reports show, however, that even under the most optimistic assessments: -- The initial cost of the cars would be between 5% and 10% higher -- that is $200 and $400. -- There would be a large fuel economy loss between now and 1980 (when improved technology might be available). For example, the fuel economy loss in 1977 would be at least 10%. 2. The report referred to in news stories is a brief summary paper prepared for your meeting with your energy advisers. 3. The brief paper, a background document, and a technical briefing by FEA, EPA and DOT experts have been offered to interested members of the press. (Note: The above memorandum is a sample and the contents are not necessarily factually correct. It is provided only as a guide for format.) GERALD R. DEOP 30 MEMORANDUM For the President-Action THE WHITE HOUSE WASHINGTON September 9, 1975 ACTION MEMORANDUM FOR: THE PRESIDENT FROM: JOHN E. SMITH (name of staff member) SUBJECT: Briefly State Subject I. BACKGROUND The President should be informed of recent actions by the Administration, departments, agencies, states, other foreign governments, etc., on issues. II. OPTIONS Two or three options should be presented for consideration. When discussing these courses of action, brief mention should be made of the advantages and disadvantages of each, and who (or what offices, agencies, and departments) within the Administration is in favor and why. III. RECOMMENDATION The recommendation(s proposed by the writer should be made with a space provided to permit the President to indicate his Approval or Disapproval of each option. A short statement of the names of the other White House Staff Members who concur in the writer's recommendations should also be made. An example is provided below: RECOMMENDATION That you approve Option 1, which provides for (Smith, Anderson, Thompson and Wilson concur.) Approve Disapprove (Note: Where necessary, tabs may be attached to Action Memoranda. However, as in the case of other written materials directed to the President, brevity is encouraged. Seldom should an Action Memorandum be longer than one or two pages, and tabs, whenever possible, should be held to less than four or five.) 31 REFERRALS ("charges") Correspondence is referred to various Government departments and agencies because of their special knowledge of the matter or under the law are set up to deal with it. Referrals, often called "charges," are handled by several methods: 1. Referral by informal memorandum, using text the staff office may choose. See example reverse side of this page 33. 2. Formal referral (often called a Route Slip --- see form next page) is used for directing the department or agency as to action desired. 3. Acknowledged and referred: The correspondent may or may not be advised that the letter is being referred. The "charge" is indicated on the carbons of the reply by typing the name of the Department at the left margin 2 lines below the initials of the drafter and typist. For example: DEFENSE The foregoing referrals are delivered routinely to the Stripping Desk, which is located in the Referral Unit of Central Files. Necessary xerox copies are made and the referrals are dispatched to the department or agency indicated. 4. Simple referral without acknowledgment, also termed "charge," is used when no acknowledgment is made by the White House. The incoming is referred by simply writing the name of the depart- ment or agency in the upper left corner of the incoming communi- cation. It is delivered routinely to the Referral Unit of Central Files, where a xerox copy is made and the incoming communication is dispatched to the department or agency indicated. Envelope or label A #10 envelope is adequate for the formal referral, the pink copy (which goes to the department), and the incoming letter. A label must be used if there are several referrals going to the same department, or if there are bulky enclosures. GERALD ? TRUSTY FORD 32 SAMPLE -- COURTESY COPIES (WHITE HOUSE LETTERHEAD TISSUE) THE WHITE HOUSE WASHINGTON Date Dear ///////: This is a sample of letterhead tissue which is used for courtesy copies going outside the White House. When copies of a letter are sent to other persons for information, the distribution is shown on copies to be distributed and on the copies retained in the White House. "Courtesy copy" (or "carbon copy") is indicated by typing "cc:" even with the left margin, 2 lines below the last typed notation, and then listing the names of recipients of copies. A copy for each information addressee is checked with a red pencil. If going outside the White House a #9 envelope should be addressed and attached. Sincerely, Staff Official's Name Title spaced according to Official's preference Name Address City, State Zip CC: Mr. Brown Mr. Jones Note: Initials of drafter and typist, and enclosure identifications should not be shown on courtesy copies. 33 SAMPLE REFERRAL (Route Slip) THE WHITE HOUSE OFFICE REFERRAL To: Title Date: Current *Department/Agency (Cabinet by title only) ACTION REQUESTED Draft reply for: President's signature. Undersigned's signature. NOTE Memorandum for use as enclosure to reply. Prompt action is essential. Direct reply. If more than 72 hours' delay is encountered, Furnish information copy. please telephone the undersigned immediately, Code 1450. X Suitable acknowledgment or other appropriate handling. Basic correspondence should be returned when Furnish copy of reply, if any. draft reply, memorandum, or comment is re- quested. For your information. For comment. REMARKS: If applicable, include: Also referred to //// (Dept/Agency). Abbreviate Dept/Agency. Previous to Dept/Agency, (dates) -- if correspondence was previously referred. Description: X Letter: Telegram: Other: To: The President (or other) From: Full name, address, city & state (abbreviate where possible) Date: x/xx/xx (pm x/xx--when date of incoming is different from postmark) Subject: Summary of incoming (as brief as possible -- usually supplied by drafter) *If going to more than one Dept/Agency, individual By direction of the President: Referrals are typed, with cross reference under "Remarks" Staff Official's name XXX (typist's initials on all copies) Title 34 Note disposition of copies (Copy to remain with correspondence) SAMPLE TELEGRAM TELEGRAM NOTE: See reverse side of this page for security classification. ULL RATE The White House (STRAIGHT TELEGRAM) NIGHT LETTER Mashington STRAIGHTWIRE - DATE Name Address City, State In the upper left indicate the method of transmission to be used. Only recently the Day Letter was discontinued and there are now only 2 types -- Straight Telegram and Night Letter. Before transmission to the Telegraph Office, there must be an indication by the sending office of approval for dispatch (see bottom of form). The telegram should be sent the most economical way consistent with the message reaching the addressee on time. Unless specific service is indicated, the message will be sent Straight Telegram. If the message is going out of the Country it will go by cablegram or radiogram which is determined by the Telegraph Office. Use block style, double space, triple between paragraphs, 1 letterex set. If the telegram is from the President, his name should be typed 2 lines below the text, without title. If the telegram is from a staff official, type his name and title. For BOOK TELEGRAMS (same message going to more than one person) list names and addresses in a double column, 2 lines below signature; 1 letterex set only for file purposes. initials of typist APPROVED FOR DISPATCH (OVER) 35 Security classification: If the subject matter requires that the telegram be safeguarded in the interest of national defense, the security classification assigned to the telegram is conspicuously stamped, typed, or marked at the upper left and lower left of each page. A classified telegram is trans- mitted through the White House Situation Room. Telegrams for commercial transmittal are sent via the White House Telegraph Office. R. STALD FORD TYPING PRACTICES GROUND R FORD LIBRAST Typing Practices TYPING PRACTICES Collected here, under the very general heading "Typing Practices, " are several suggestions for making typing easier. The suggestions are grouped by subject, and the subjects are arranged alphabetically. ABBREVIATIONS If the name of a company includes the ampersand (&), this sign rather than the word "and" is retained when the name of the company is written. For the words "Care of" the symbol "c/o" rather than the percent (%) sign is used. In addresses the name "District of Columbia" is abbreviated "D.C." The names of States are spelled out. The following titles are always abbreviated: Mr., Mrs., Dr., Jr., and Sr. The titles "Honorable" and "Reverend" are written in full. Neither of these titles is ever used with a surname alone. Military ranks, rates, and titles, unless especially lengthy, are written out. The branch of service is abbreviated. Example: Commander John Doe, USN AGREEMENT OF SUBJECT AND VERB When a singular subject and a plural subject are connected by "or" or "nor" the subject nearer the verb determines the number. Example: Neither the paragraph nor the pages are properly spaced. GERALD R. Neither the pages nor the paragraph is properly spaced. UBRARY AORD 36 Typing Practices When the subject is followed by such phrases as "together with, "as well as, " "in addition to, and so forth, the phrase does not change the number of the subject. Example: The photograph, together with the cards, is enclosed. The check, as well as the coins, is to be returned. CENTERING HEADINGS Some of the headings often used on White House documents are centered on stencils as shown below. The scale applies only to typewriters with proportional spacing. The center line in the following chart represents the vertical line of dashes appearing in the center of the stencil. Backspace: - 25 spaces THE WHITE HOUSE 25 spaces A PROCLAMATION 26 spaces EXECUTIVE ORDER 46 spaces STATEMENT BY THE PRESIDENT 83 spaces BY THE PRESIDENT OF THE UNITED STATES OF AMERICA COPY WORK In many instances a fast-copy machine may be used instead of a typewriter for reproducing copies. If copies of a document are typed, they are prepared on heavy bond paper, except that letter- head is used for copies of correspondence previously signed by White House officials. The word COPY is typed in the upper left GERALD corner of each page. R. FORD 37 Typing Practices Copies of legal documents and of other verbatim papers must be typed exactly as written. When routine correspondence and unofficial papers are copied, obvious errors in spelling and punctuation may be corrected. DATES The date is usually written in correspondence and in documents as follows: July 22, 1975 A series of dates including the days of different months are written thus: July 1, 21, and August 3, 1975 Dates giving only the month and the year are written without the comma, for example: July 1975 GERALD ? LIBRARY FORD 38 Typing Practices EXCERPTS When only part of a letter or document is needed, the ex- cerpted material is typed on light bond paper, with tissues as requested, in a format similar to the following: EXCERPT Address Date Salutation: Signature HYPHENATION The following guidelines are provided regarding hyphens: Do not divide words at the ends of more than two consecutive lines. Do not divide words so that a syllable of one or two letters ends a line or that a single syllable of one or two letters begins a line. LIBRARY R. FORD 39 Typing Practices Do not divide a word at the end of a paragraph or of a page. Do not divide proper names at the end of a line. It is permissible to hyphen the word "Presi-dent." Avoid hyphening words on a stencil. At times, however, hyphening is unavoidable, as for example "responsi- bilities. " INDENTION In legal documents paragraphs are indented six spaces. Block style is used for correspondence and most other papers. Runover lines are usually indented six spaces. JUSTIFYING RIGHT MARGINS Citations require justified right margins. Occasionally other documents may also require justified margins. The fol- lowing process will speed alinement. First, the desired margin is determined. Unless a hyphened word results, the first line of the manuscript is made 0. That line is the first with normal spacing, without units to be added or subtracted. Except for very short documents, it is best to have as lone line as practicable. A long line allows space for adding and subtracting units. It may decrease the number of lines that have to be adjusted. Further, a long line simplifies the "arith- metic" on changes that may be made in the manuscript after the margin has been set. After the margin is determined and the carriage is in posi- tion, a vertical line is drawn at the right margin by holding a hard, sharp pencil on the notch in the justification scale and turning the platen knobs upward. Then the rest of the manuscript is typed, with each line ending at the point that will require fewest pluses or minuses. Words are hyphened only when it is not possible to adjust by plus or minus. If a line ends with a period or comma, the typist backspaces once and reads the scale to determine the number of units to be added or subtracted. GRAD LIBRARY R. FORD 40 Typing Practices When the vertical line rests to the right of the notch, the typing line is too short and must be increased. When the vertical line rests to the left of the notch, the typing line is too long and must be decreased. Every mark away from the notch, reading left or right, is one unit. At the end of the line, the number of units to be added or subtracted is determined and this number is typed to the right of the vertical line. Plus and minus are shown as "P" and "M," for example P1 or M2. The last line of a paragraph need not be lengthened if it is shorter than the established line. When completed, the manuscript is proofed for possibility of error. A check mark is made where spaces are to be removed and a diagonal mark is made where spaces are to be added. It is easier and more desirable to add units than to take out units between words. When a unit is to be omitted, the operator spaces with the 2-unit spacebar and backspaces once. When a unit is to be added, the operator spaces twice with the 2-unit spacebar and backspaces once. The 3-unit spacebar can be used to add a unit, but it is not always reliable. and 41 Typing Practices PARAGRAPHING A paragraph is not begun at the bottom of a page unless there is space for at least two lines on that page. A paragraph is not carried over to another page unless at least two lines can be car- ried over. It is desirable to complete a paragraph on a page, especially on a stencil. The last word of a paragraph or of a page is not divided. When a subject is so complex that reading guides are needed, paragraphs are sometimes subdivided and numbered and lettered to show subordination. When a paragraph is subdivided it must have at least two subdivisions. Paragraphs that are subdivided several times are numbered and lettered in the following order: 1. a. (1) (a) 1. 1.0% 2. (b) (2) b. 2. FORD 42 Typing Practices PUNCTUATION Open punctuation is used in White House correspondence and in most legal documents. REWRITES When correspondence is rewritten, the date is made current. The initials of the first typist are replaced by those of the suc- ceeding typist. SECURITY Extreme caution must be exercised at all times to insure that classified information is not divulged in any way except through official channels. Classified material must never be placed in waste baskets. Stencils, speech drafts, Cabinet papers, official documents, and so forth, and the carbons or carbon ribbons and carbon copies of each are considered CLASSIFIED until the infor- mation is released by the White House. They must be disposed of by burning. Replies to routine mail and the carbons and carbon copies of the replies may be discarded in waste baskets. STENCILS It is important that the tension be carefully set when stencils are cut. For a typewriter with proportional spacing, the tension is set between 8 and 10. For a standard machine, it is set at 4. On most stencils the margins are set at 30 (pica) on both the left and the right side. Paragraphs are indented 6 spaces. They are single spaced, with double spaces between paragraphs. On large stencils the last writing line ranges from 66 to 70 and on small stencils from 55 to 58. Hyphening of words should be avoided, if possible. It is desirable that a paragraph be completed on a page. GERALD P LIBRARY FORD 43 Typing Practices Unless other instructions are received, underscoring must be broken to avoid the possibility of damage to the stencil. When corrections are made, the stencil should be lifted from all backing before the correction fluid is applied. When the fluid has dried well, the film sheet is replaced and typing is resumed. TITLES OMITTED FROM REPLIES If reply is made to a person whose incoming letter is not available, the title of that person's position is omitted from the reply. It is not safe to assume that the person is in the same position that he held when letters were previously addressed to him. TYPING TITLES OF PUBLICATIONS In correspondence, and in most other papers, titles of books, chapters, articles, newspapers, periodicals, and so forth, are typed with initial capitals and underscored. Titles of parts of books, such as an article in a periodical or encyclopedia, an unpub- lished essay, a single short poem, and so forth, are placed in quotation marks. GERALD & TRUSTY FORD 44 FORMS OF ADDRESS GERALD Pr. FORD FORMS OF ADDRESS CONTENTS Page President and the President's Wife 49 President's Staff 49 Vice President and the Vice President's Wife 50 Federal Judiciary 51 Supreme Court of the United States 51 Court of Appeals 51 Court of Claims 52 Court of Customs & Patent Appeals 52 Customs Court 53 District Courts 53 Congress 54 Senate 54 House of Representatives 56 Committees 58 Executive Departments 59 Members of the Cabinet and their Wives 59 Military Departments 60 Under/Deputy/Assistant Secretaries 61 Other Officials 62 Executive Office of the President 64 Council of Economic Advisers 64 National Security Council 64 National Aeronautics & Space Council 64 Office of Economic Opportunity 64 Office of Emergency Preparedness 64 Office of Management and Budget 64 Office of Science & Technology 64 Office of the Special Representative for Trade Negotiations 64 Executive & Legislative Agencies 65 Boards & Commissions 65 Public Printer 65 Comptroller General 65 Librarian of Congress 65 GERALD LIBRARY R. 45 FOR CONTENTS (continued - Page 2) Page American Ambassadors, Ministers, etc. 66 Organization of American States 67 International Organizations 68 United Nations 68 International Commissions 70 Foreign Officials 71 British 71 Other Foreign Officials 73 United States Military Personnel 75 Joint Chiefs of Staff 75 Commissioned & Warrant Officers 76 Army, Air Force & Marine Corps 76 Navy & Coast Guard 76 Academies of the Military Services 77 Enlisted Personnel 78 Army 78 Air Force 78 Marine Corps 79 Navy & Coast Guard 79 State Government Officials 80 Executive & Judicial Branches 80 Senate 82 House of Representatives, Assembly, or House of Delegates 82 District of Columbia Government 83 Mayor & City Councilmen 83 Courts 83 Local Government Officials 85 Political Committees 86 National Officials 86 State Officials 86 County & City Officials 86 GERALD ? LISANT FORD 46 CONTENTS (continued - Page 3) Page Ecclesiastical 87 Jewish 87 Protestant 87 Roman Catholic 89 Armenian Orthodox 91 Greek Orthodox 91 Russian Orthodox 92 Syrian Orthodox 92 Educational 93 Colleges & Universities 93 Junior & Senior High Schools 94 Elementary School 94 Organizations 95 Veterans 95 Labor Unions 95 Other 96 Private Citizens 97 ####### GERALD ? LIBRAT FORD 47