Ask the Scholar
Document scope · 1 page
Scholar
Ask about this object, its catalog metadata, its source description, or the page inventory.
For page-specific OCR and visual context, open one of the page chats.
Scholar Source Context
Document identity
localId
148844
label
Carter/Mondale Policy Planning Group - Carter's Copy
core
doc
dtoType
document
citationUrl
pageCount
1
Source metadata
id
148844
sourceUrl
contentType
document
title
Carter/Mondale Policy Planning Group - Carter's Copy
citationUrl
collections
Records of the Office of the Staff Secretary
1976 Campaign Transition File
subjects
Administration goals and achievements
imageCount
1
hasImages
yes
source
import
hasTranscription
no
Source extras
naId
148844
levelOfDescription
fileUnit
recordType
description
ocrSource
nara-archive
Single page context
seq
1
pageIndex
0
type
document
mediaId
5a64aefda041c2aa
ocrText
Carter-Mondale Policy Planning Group-Carter's Copy
Folder Citation: Collection: Office of Staff Secretary; Series: 1976 Campaign Transition File;
Folder: Carter-Mondale Policy Planning Group-Carter's Copy; Container 1
To See Complete Finding Aid:
http://www.jimmycarterlibrary.gov/library/findingaids/Staff_Secretary.pdf
CARTER/MONDALE POLICY PLANNING GROUP
Jimmy Carter's Copy
DO NOT DESTROY OR SEPARATE FROM FILE
HOLD ENTIRE FILE FOR PRESIDENTIAL LIBRARY
PRESERVATION PURPOSES
ELECTROSTATIC REPRODUCTION MADE FOR
OF CONSTITUTION JUSTICE G
Secretary of State
DEPARTMENT OF
ARCHIVES AND HISTORY
214 State Capital
330 CAPITOL AVENUE, S.E.
1778
ATLANTA, GEORGIA 30334
Atlanta
MISS CARROLL HART, DIRECTOR
Ben F. Hortson, Jr.
30334
(404) 656-2358
SECRETARY OF STATE
JOHN F. DUNN
Ann IL Adamson
November 3, 1976
RECORDS MANAGEMENT OFFICER
ASSISTANT
(404) 656-2380
SECRETARY OF STATE
(404) 656-2881
Honorable Jimmy Carter
Plains, Ga. 31780
Dear Jimmy:
CONGRATULATIONS! Words cannot express our happiness
and elation.
Now for an item of business. We've done a lot of work
in documenting your Policy Planning Group files. A docu-
mentation folder (copy enclosed) has been placed in every
file series created by the group. This was done with the
hope that this entire block of files can be brought together
for the Presidential Library. To assist us in this endeavor,
please place the enclosed folder in your White House files.
If I can help in any way, either here or at the National
level with paperwork management problems, please let me know.
Sincerely your friend,
John John F. Dunn, Hunn CRM
State Records Management Officer
JFD/wa
Enclosure
AND GEORGIA BICENTENNIAL oa. COMMISSION 1776 1976
T ORGIA STATE DEPARTMENT OF
Secretary of State
DEPARTMENT OF
214 State Capital
ARCHIVES AND HISTORY
1776
Atlanta
330 CAPITOL AVENUE, S.E.
ATLANTA. GEORGIA 30334
30334
Pen III. Fortson, Jr.
MISS CARROLL HART. DIRECTOR
(404) 656.2358
SECRETARY OF STATE
Am I. Adamson
JOHN F. DUNN
RECORDS MANAGEMENT OFFICER
ASSISTANT TO
(404) 656-2380
SECRETARY OF STATE
(404) 656.2881
Mr. Jule Sugarman asked that a select group from the Georgia
Department of Archives and History carry out the goal and
objective listed below:
GOAL: To document for history and to preserve permanently the
existence, membership, purpose, and results of the
Carter Planning Group. Primary interests of this study
are to document the role, contribution, and products of
each member in producing the Presidential programs.
OBJECTIVE: To document the existence, origin, content,
arrangement, and relationship of the Carter Planning
Files.
John John State F. Records Dunn, Avon Manager CRM
FORM CARTER POLICY PLANNING GROUP
7
Talent Inventory Program (TIP) Planning Group
Record Series Title:
Dat
28th Floor NBG Bldg; 34 P'tree St; Atlanta
Presidential Appointment Briefing Book (PAB)
(Address)
Series Location
Quantity:
Dick Fleming
(Coordinator)
Cabinet Number(s):
Bob Etchison
(Coordinator)
Drawer(s):
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
A series of narratives containing pertinent information about the top 30 to 40 positions in
the Federal Government (i.e. Attorney General). Each narrative includes authority, method
of appointment, Congressional Committee involved; term, salary; duties; present incumbent;
and the role of the office (i.e. policy advisor, Presidential confidant). A background/
skills profile requirement is also included. Enclosed is an outline of PAB contents
(Sample enclosed).
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
By Department and thereunder by traditional ranking.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
NOTE: Origin is too long to list; however, a sample (Attorney General) of one origin of
the 30 - 40 positions is listed:
Author
Position
Nicholas Katzenbach - - former Deputy Attorney General/Attorney General. Now IBM General Counse
Warren Christopher - former Assistant Attorney General. Now practicing law at O'Melveny
and Myers, Los Angeles, Calif.
John Doar
- former Assistant Attorney General for Civil Rights Division; Chief
Counsel to House Judiciary Impeachment Inquiry. Now practicing law
in N.Y.C.
CONTINUED ON BACK
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
Created as a Presidential Appointment Briefing Book for use by the President.
A detachable portion of the book is a summary of the major questions to be considered
in making each appointment.
Prepared by: J.F. Dunn
Date 10-6-76
Phone 656-2380
DO NOT DESTROY ANY PLANNING GROUP FILES
ITEMS TO BE ATTACHED TO THIS FORM OR FILED WITH THIS FORM:
1. Narrative for Attorney General position.
2. Outline for format of Presidential Appointments Briefing Book.
ATTIONAL NOTES:
ORIGIN OF SERIES (cont.)
Author
Position
Frederick A. O. Schwarz, Jr.
Former Chief Counsel to Senate Select Committee on
Intelligence. Presently practicing law with Cravath,
Swaine, and Moore in New York City.
James F. Flug,
Former Confidential Assistant to Attorney General
Nicholas Katzenbach; former Chief Counsel, Administrative
Practices Subcommittee of Senate Judiciary Committee.
Presently Director of Energy Action Committee.
Anthony G. Amsterdam
Professor of Law, Stanford Law School, and national
litigation strategist for NAACP Legal Defense Fund.
NOTE: Office Supervisor: Laura Hardman
Presidential Appointments Briefing Book
I. Introduction by Jack -- suggestions on content:
what's in it
what it's for
how it was compiled
II. Appointment Process - A short description discussing the following
procedures and giving a general idea of the time involved in moving
on appointment.
A. Selection
B. F.B.I.
C. Conflict of Interest
D. Clearances
E. Confirmation
III. Appointments Covered - An explanation of why these 30 positions were
chosen for inclusion in the book and a suggestion on the order of their
appointment.
IV. An Overview of Critical Positions
A. Balancing appointments (race, sex, geography, interest groups)
B. Timing
1. selection - the advantages of early designation v. waiting
2. announcement - the arguments for a one at a time V. announce-
ment of groups
C. Interaction between officers
D. Relationship to the President - a discussion of demands GIL these
positions other than the President's wishes.
V. Job Descriptions - outline below is for each
A. Formal
1. quotation from statute
2. narrative (budget, personnel, units supervised)
B. Informal (no format but following questions considered)
1. traditional model - alternatives
2. major problems in department
3. characteristics to be emphasized
C. One paragraph descriptions of 3 - 5 key subordinates.
-2-
D. Suggested Clearances: includes Congressional and interest groups
but not political.
Note: Jack's copy will have a list of individuals and telephone numbers who
have been or might be consulted, should Governor Carter wish to do so.
This list would include former cabinet officers and high departmental
officials, outstanding academics, etc.
Note: One detachable piece of the book would be a summary of the major question
to be considered in making each appointment.
TALENT INVENTORY PROGRAM
NOTE: This is a request for information only
PLEASE TYPE OR PRINT - PLEASE RETURN YOUR RESUME ALONG WITH
TWO COPIES OF THIS INFORMATION WORKSHEET.
SALUTATION:
I
Ms.
2
Miss
3
Mrs.
4
Mr.
(
)
NAME (LAST NAME FIRST)
AREA CODE BUSINESS TELEPHONE
(
)
STREET ADDRESS
AREA CODE HOME TELEPHONE
CITY
STATE
ZIP
MONTH DAY YEAR
DATE OF BIRTH
RACE:
STATE OF
I
Caucasian
2
Black
VOTING RESIDENCE
3.
Hispanic
4
American Indian/Alaskan Native
U.S. CITIZEN:
5
Asian/Pacific Islander
-
Yes. 2
No
EDUCATION/TRAINING:
DEGREE/
AREA OF
YEAR
CERTIFICATE
STUDY
OBTAINED
SCHOOL
VOTING REGISTRATION:
I
Democrat
2
Republican
3
Independent
4
Not Affiliated
WORK EXPERIENCE:
PRESENT:
NATURE OF DUTIES:
JOB TITLE
ORGANIZATION NAME
STREET ADDRESS
CITY
STATE
ZIP
FROM:
TO:
DATES HELD
NEXT MOST RESPONSIBLE POSITION:
NATURE OF DUTIES:
JOB TITLE
ORGANIZATION NAME
STREET ADDRESS
CITY
STATE
ZIP
FROM:
TO:
DATES HELD
NEXT MOST RESPONSIBLE POSITION:
NATURE OF DUTIES:
JOB TITLE
ORGANIZATION NAME
STREET ADDRESS
CITY
STATE
ZIP
FROM:
TO:
DATES HELD
CIVIC, COMMUNITY AND POLITICAL ACTIVITIES:
NO. OF MONTHS
POSITION
POSITION/OFFICE NAME OF ORGANIZATION
DESCRIPTION OF DUTIES
HELD
HONORS: Please list honors, awards or fellowships received.
REFERENCES: Please list three references other than employer or family.
NAME
ADDRESS (Include Zip)
AREA CODE
TELEPHONE
(
)
(
)
(
)
NOTE: This is a request for information only.
(
)
SIGNATURE
DATE
AREA CODE
TELEPHONE
15
PLEASE RETURN YOUR RESUME ALONG WITH TWO COPIES OF THIS INFORMATION WORKSHEET
CARTER
POLICY
PLANTING
GROUP
Talent eventory Program (TIP) Planning Group
Record Series Title:
Dat
28th Floor NBG Bldg; Atlanta, Georgia
High Priority Position File
(Address)
Series Location
Quantity:
Dick Flering
(Coordinator)
Cabinet Number(s): D-1
Bob Etchison
(Coordinator)
Drawer(s):
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (Where):
This is the top 200 appointive files. May include TIP Form, resume, references, staff
comments, researched data, and correspondence with candidate.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
Alphabetically.
Computer File - to be created later. Will contain information on Talent Inventory Program
Form 15 (copy attached). File will list all contacts except Inactive and non-professional CONTINUED
f
----
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Sources who write in giving names of recommended appointees.
Outreach program - individuals who write seeking government positions.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
See Master Index File.
Created for use by those recommending appointees for the top 200 appointive positions in
Federal Government.
Prepared by:
J. Dunn
Date 10/6/76
Phone 656-2380
DO HOT DESTROY ANY PLANNING GROUP FILES
ITEMS TC 3. ATTACHED TO THIS FORM OR FILED WITH THIS FORM:
ATTITIONAL NOTES:
Arrangement of Series (cont.):
Index File - maintained to cross-reference all files in the TIP Program. Contains 3 x 5
cards listing names of all îndividuals who have contacted TIP office. (File location
is shown by HP - High Priority Position File; COM - coded for computer file)
Procedures Manual - to be written later. It outlines the total TIP program and the
step-by-step methods to accomplish the program. Content should be listed here when
published and a copy of the Procedures Manual should be placed in the front folder
of each group of files.
The Talent Inventory Program of the Carter-Mondale Policy Planning Group is responsible
for identifying persons with potential talent for positions in the government, to identify
positions, particularly top positions, to be filled, and to determine characteristics
persons should possess for appointment to the positions.
FILING INSTRUCTIONS: Place in first folder of each group of files.
RECORDS INVENTORY FORM - CARTER POLICY PLANNING GROUP
Talent Inventory Program (TIP) Planning Group
Record Series Title:
D
NBG Bldg: Suite 2811; 34 P'tree St, NW; Atlanta
Master Index File
Aug.
(Address)
Series Location
Quantity:
Richard C. D. Fleming (Dick)
2-drawer car
(Coordinator)
Cabinet Number(s): H-I
file
(Coordinator)
Drawer(s):
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
This file consists of 3" X 5" cards containing names of all individuals in contact with
the TIP Office. Code letters are also posted to each card signifying processing status
and file location (e.g. H. P. - High Priority Position File; COMP - TIP-coded for
computer)
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
File is arranged alphabetically by name of individual.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Indexing system developed by Arthur Anderson Co.
Created by Laura Hardman, Supervisor, TIP Processing.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
File is master index to Central TIP Files, including High Priority Position Files; Non-
Professional Files; and Inactive Files.
Prepared by:
Mary Hall
Date 10-6-76
Phone 656-2360
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
RECORDS INVENTORY FORM - CARTER POLICY PLANTING GROUP
Talent Inventory Program (TIP) Planning Group
Record Series Title:
D
28th Floor NBG Bldg, Suite 2811; 34 P'tree St.
Non-Professional Files
Aug.
(Address)
Series Location
Quantity:
Richard C. D. Fleming (Dick)
1 CU. ft.
(Coordinator)
Cabinet Number(s): H-11
(Coordinator)
Drawer(s): I
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
This series consists of individual file folders for each individual under consideration
for non-professional positions in government. Included in each folder may be corres-
pondence, resume, TIP Form; staff comments, references, and other related material.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
Files are arranged alphabetically by name of individual.
Files are indexed by Master Index File (see separate Records Inventory Form)
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Input to files received from solicited and non-solicited sources.
File system designed by Arthur Anderson Co.
Laura Hardman, Supervisor, TIP Processing, maintains the files.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
This file related to TIP Central Files -- this portion is for non-professional candidates.
Prepared by:
Mary Hall
Date 10-8-76
Phone 656-236
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
roan - Carter Planning Group
Talent Inventory Program Planning Croup
Record Series Title
Da
28th Floor NBG Bldg; Suite 2811; 34 P'tree St.
Inactive Files
Aug.
(Address)
Richard C. D. Fleming (Dick)
Series Location
Quantity:
(Coordinator)
Room Number(s):
I CU. ft.
(Coordinator)
Cabinet Number(s) : H-11
Drawer(s): 1
Contents of Series: Physical forms of records, types of documentation (reports,
working papers, printouts), major subjects, significant features, classified information
duplication (where):
This series consists of individual file folders for each individual who applied for,
but who probably don't qualify for positions under the TIP Program. Included in
each folder may be correspondence, resume, TIP Form, staff comments, and other
related information.
Arrangement of Series: File arrangement, sub-series (if any, title and describe),
auxillary files, indices (where and describe):
Files are arranged alphabetically by name of individual.
Files are indexed by Master Index File (see separate Records Inventory Form)
Origin of Series: Author(s), position(s), address (organization)
Report compiler(s), position(s), address (organization)
Input to files received from TIP Coordinator, Dick Fleming, and from outside solicited
and non-solicited sources.
File system designed by Arthur Anderson Co.
Laura Hardman, Supervisor of TIP Processing, maintains the files.
Relationship of Series: Files created for (person, office, group), related series
(where and title), final report (where and title):
These files are the inactive portion of the TIP Central Files
Prepared by:
Mary Hall
Date 10-8-76
Phone 656-2360
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
PECORDS INVENTORY FORM CARTER POLICY PLANNING GROUP
Talent Inventory Program (TIP) Planning Group
Record Series Title:
Dat
NBG Bldg, Suite 2811; 34 P'tree St, NW; Atlanta
TIP Central Files
1976
(Address)
Series Location
Quantity:
Richard C. D. Fleming (Dick)
10-20 CU. ft
(Coordinator)
Cabinet Number(s): H-6 thru
H-10
(Coordinator)
Drawer(s):
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
This series consists of individual file folders for each TIP candidate. Included
in each folder may be TIP Form (Form #15 -- see attached) which provides back-
ground data on each client; resumes; references; staff comments; research data;
correspondence; etc.
Candidates will be considered for the top 3,000 positions in government - -- but
file also includes names of individuals talented in any capacity.
TIP Form designed for use in placing the information on computer for Talent Bank.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
Files are arranged alphabetically by name of candidate.
Index to files is Master Index File (see separate Records Inventory Form).
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Input to files received from TIP Coordinator, Dick Fleming, and from outside solicited
and non-solicited sources.
File system designed by Arthur Anderson Co.
Laura Hardman, Supervisor of TIP Processing, maintains the files.
[Women's Group in Washington, D. C. (Women 53.1% ?) also maintains an office similar
to the TIP Processing Office in Atlanta and provides substantial input to these files.
Also, several black groups provide regular input]
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
Files provide input to High Priority Position Files and to Presidential Briefing Book.
Some input received from Source/Reference Files.
Prepared by:
Mary Hall
Date 10-8-76
Phone 656-2360
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
TALENT INVENTORY PROGRAM
NOTE: This is a request for information only
PLEASE TYPE OR PRINT - PLEASE RETURN YOUR RESUME ALONG WITH
TWO COPIES OF THIS INFORMATION WORKSHEET.
SALUTATION:
I
Ms.
2
Miss
3
Mrs.
4
Mr.
(
)
NAME LAST NAME FIRST)
AREA CODE BUSINESS TELEPHONE
(
)
STREET ADDRESS
AREA CODE HOME TELEPHONE
CITY
STATE
ZIP
MONTH DAY YEAR
DATE OF BIRTH
RACE:
STATE OF
I
Caucasian
2
Black
VOTING RESIDENCE
3
Hispanic
4:
American Indian/Alaskan Native
U.S. CITIZEN:
5
Asian/Pacific Islander
I
Yes 2
No
EDUCATION/TRAINING:
DEGREE
AREA OF
YEAR
CERTIFICATE
STUDY
OBTAINED
SCHOOL
VOTING REGISTRATION:
I
Democrat
2
Republican
3
Independent
4
Not Affiliated
WORK EXPERIENCE:
PRESENT:
NATURE OF DUTIES:
JOB TITLE
ORGANIZATION NAME
STREET ADDRESS
CITY
STATE
ZIP
FROM
TO:
DATES HELD
NEXT MOST RESPONSIBLE POSITION:
NATURE OF DUTIES:
JOB TITLE
ORGANIZATION NAME
STREET ADDRESS
CITY
STATE
ZIP
FROM:
TO:
DATES HELD
NEXT MOST RESPONSIBLE POSITION:
NATURE OF DUTIES:
JOB TITLE
ORGANIZATION NAME
STREET ADDRESS
CITY
STATE
ZIP
FROM:
TO:
DATES HELD
CIVIC, COMMUNITY AND POLITICAL ACTIVITIES:
NO. OF MONTHS
POSITION
POSITION/OFFICE NAME OF ORGANIZATION
DESCRIPTION OF DUTIES
HELD
HONORS: Please list honors, awards or fellowships received.
REFERENCES: Please list three references other than employer or family.
NAME
ADDRESS (Include Zip)
AREA CODE
TELEPHONE
(
)
(
)
(
)
NOTE: This is a request for information only.
(
)
SIGNATURE
DATE
AREA CODE
TELEPHONE
INVENTORY FORM - CAPTER POLICY PLANTING GROUP
Talent Inventory Program (TIP) Planning Group
Record Series Title:
Dat
NBG Bldg, Suite 2811; 34 P'tree St., N.W.
Source/Reference Index File
Aug. '76
(Address)
Series Location
Quantity:
Richard C. D. Fleming (Dick)
(Coordinator)
Cabinet Number(s): H-3
(Coordinator)
Drawer(s): I-drawer card file
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
3" X 5" cards containing names of individuals contacted as sources of names or as
references for talent.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
File is arranged by area of expertise/experience and by geographic location.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
File system designed by Arthur Anderson Co. Created by Laura Hardman, Supervisor,
TIP Processing.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
File is index to Source/Reference Files
Prepared by:
Mary Hall
Date 10-6-76
Phone 656-2360
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
REDIAS INVENTORY FORM C FTER POLICY PLANNING GROUP
Talent Inventory Program (TIP) Planning Group
Record Series Title:
De
NBG Bldg, Suite 2811; 34 P'tree St., N.W.
Source/Reference Index File
Aug.
(Address)
Series Location
Quantity:
Richard C. D. Fleming (Dick)
(Ccordinator)
Cabinet Number(s): H-3
(Coordinator)
Drawer(s): I-drawer card file
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
3" X 5" cards containing names of individuals contacted as sources of names or as
references for talent.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
File is arranged by area of expertise/experience and by geographic location.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
File system designed by Arthur Anderson Co. Created by Laura Hardman, Supervisor,
TIP Processing.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
File is index to Source/Reference Files
Prepared by:
Mary Hall
Date 10-6-76
Phone 656-236
(404)
DO NOT DESTROY ANY PI ANNING CRAUP FILES
PECURIOS OWENTORY FORM CAPTER POLICY PLANNING GROUP
Talent Inventory Program (TIP)Planning Group
Record Series Title:
Dai
NBG Bldg, Suite 2811; 34 P'tree St., NW; Atlanta
Position Description Files
Aug. '76
(Address)
Series Location
Quantity:
Richard C. D. Fleming (Dick)
4 CU. ft.
(Coordinator)
Cabinet Number(s): H-2
(Coordinator)
Drawer(s): 4
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
This series consists of position descriptions for the top 200 positions in government.
In addition to general information about the position, each description contains
recommendations on background experience and competencies needed and personal skills
and qualities needed by the individual filling the position, based on policies that
are being formulated and programs that are being recommended.
Also included may be confidential reports submitted from outside sources, such as
present government officials and individuals contacted through Source/Reference Files.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
Files are arranged by government agency in descending rank.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Position descriptions compiled by Ms. Jeffalyn Johnson, TIP Analyst, from input
received from the TIP Coordinator, Federal Government Manuals, outside consultants,
confidential interviews with present government officials, contacts with represen-
tatives from business, government, education, etc., and confidential reports sub-
mitted by individuals in Source/Reference Files.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
Some input received from Source/Reference Files.
This series provides input on top thirty positions in government for the Presidential
Appointment Briefing Book (PAB) to provide in-depth, intuitive grasp of characteristics
needed for positions and who best meets them.
Prepared by: Mary Hall
Date 10-6-76
Phone 656-2360
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
RECORDS INVENTORY FORM - Carter Planning Group
Community & Human Develop-Rehaming Group
Record Series Title
Date
28th Floor, NBG Bldg., 34 P'tree St., Atl.
(Address)
Education & Youth Option Paper File
8/15/76
Sharlene Hirsch
Series Location
Quantity: 6 cu. ft.
(Coordinator)
Room Number (s) :
(Coordinator)
Cabinet Number (s) : R-20
Drawer (s) 4 drawers
Contents of Series: Physical forms of records, types of documentation (reports,
working papers, printouts), major subjects, significant features, classified information,
duplication (where):
Files includes working papers, option papers solicited from outside planning group, and
proposals. They all relate to the following subjects: Education, Youth Employment and
Aging.
Arrangement of Series: File arrangement, sub-series (if any, title and describe),
auxillary files, indices (where and describe):
By subject, thereunder by specific topics.
Origin of Series: Author(s), position(s), address (organization)
Report compiler(s) position(s), address (organization)
There are 92 outside authors. A list of authors will be attached to this form.
Sharlene Hirsch - Ph.D. educational administration - She is on leave from a position in
N.Y.C.
Relationship of Series: Files created for (person, office, group), related series
(where and title), final report (where and title):
The final report is a briefing book prepared for the Secretary of Health, Education and
Welfare. This file relates to the Independent Regulatory Agency Briefing Files and the
Health, Welfare and Criminal Justice Option Paper File.
Prepared by:
Date
Phone
no NOT DESTROY ANV nr
NOTES:
quorD
At present, 10/26/76, there is a group of option papers which
will be the basis for a final report on Aging. namell a
,IJA AC они
114 79989 notago djuoy 3 nottroubS
dearlH
ealasa
moor
0S-R senided
amounts A
10 PAGE rebroos to enrol Isolevni :вейте8 to ainended
- agaz) beilleanic ,seruded unabllingle assetdue 70(sm (admodning
(sash)
abiaduo most bestotion exeqaq coligo asbuloat salty
2018 galwoffol add 03 ossign IIn yodr
bon sith ,Yns 11) sity to
170esb bos exerly)
1 officers xd reboursed 18
(e)nolizing to
(nofissinagoo) (8)notsteoq (a)
aids of beforess ad Illw BIODJUB to sell A se 9.15
troq 8 mort sveel no at ad2 - - - .O.Y.N
ITEMS TO BE ATTACHED TO THIS FORM or FILED WITH FORM:
Attach list of option paper's authors.
besief (quorg TOI 6838910 solll to
:(afili brin overly) drogox least (919)9 bns
RECORDS INVENTORY FORM - Carter Planning Group
Independent Regulatory Agency Planning Group
Record Series Title
10/1/76
Date
(Address)
Independent Regulatory Agency Briefing File
Deby Gottheil
Series Location
Quantity: 2 CU. ft.
(Coordinator)
Room Number (s) : no room number
room with 2 windows
Bill Drayton
(Coordinator)
Cabinet Number (s) :
Drawer (s): 1
Contents of Series: Physical forms of records, types of documentation (reports,
working papers, printouts), major subjects, significant features, classified information,
duplication (where):
The file contains working papers, synthesized reports and reviews of these reports by
outside experts. They relate to such agencies as Civil Aercnautics Board, Interstate
Commerce Commission, Federal Deposit Insurance Corportation, etc. From this record
series, 15 to 18 briefing books will be created.
Arrangement of Series: File arrangement, sub-series (if any, title and describe),
auxillary files, indices (where and describe):
Files are arranged chronologically by receipt of report. A planning chart maintained with
these files will provide a partial index to these reports.
Origin of Series: Author(s), position(s), address (organization)
Report compiler (s), position(s), address (organization)
150 option papers were solicited, then 10 synthesizers outside planning group wrote 10
more papers. These papers were reviewed by 30 reviewers. These people are listed in the
files.
Relationship of Series: Files created for (person, office, group), related series
(where and title), final report (where and title):
Final report is created for the Presidential staff and those appointed to the Regulatory
Agency. These files relate to Governmental Reorganization Planning Files and the Department
of Transportation Files.
Chris Becht
10/27/76
404-656-2360
Prepared by:
Date
Phone
RECORDS INVENTORY FORM - Carter Planning Group
Independent Regulatory Agency Planning Group
Record Series Title
8/15/76 Date
28th Floor, NBG Bldg., 34 P'tree St., Atl., Ga.
(Address)
Independent Regulatory Agency Option Paper
Fil
Deby Gotthiel
Series Location
Quantity:3 cu.ft.
(Coordinator)
Room Number (s) :
Bill Drayton
In John Harmon's Office
(Coordinator)
Cabinet Number (s):
Drawer(s): 1 1/2
Contents of Series: Physical forms of records, types of documentation (reports,
working papers, printouts), major subjects, significant features, classified information,
duplication (where):
Files contain the original solicited option papers concerning such agencies as the
Civil Aeronautics Board, Interstate Commerce Commission, Federal Deposit Insurance
Corporation, etc.
Arrangement of Series: File arrangement, sub-series (if any, title and describe),
auxillary files, indices (where and describe):
Files are arranged alphabetically by Regulatory Agency.
Origin of Series: Author(s), position(s), address (organization)
Report compiler position(s), address (organization)
A list of option paper's authors is maintained with Independent Regulatory Agency
Briefing File.
Relationship of Series: Files created for (person, office, group), related series
(where and title), final report (where and title):
Files are related to Independent Regulatory Agency Briefing File and the Governmental
Reorganization Planning Files.
Prepared by: Chris Becht
Date 10/27/76 Phone 404-656-2360
DO NOT DESTROY ANY PLANNING GROUP FILES
RECORDS INVENTORY FORM CAPTER POLICY PLANNING GROUP
Business and Labor
Planning Group
Record Series Title:
9/1/76 Date
28th Floor, NBG Bldg., 34 P'tree St., Atl., Ga.
Governmental Reorganization Planning Files
(Address)
Series Location
Quantity:2 cu. ft
John Harmon
(Coordinator)
Cabinet Number(s): C-18
Curt Hessler
(Coordinator)
Drawer(s): 1/2
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
File includes proposals, solicited and unsolicited papers and drafts of final reports. The
papers relate to possible Cabinet reorganization, intradepartmental functional analysis
and management; and intergovernmental relations.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
File is arranged alphabetically by contributor.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
There are about 30 authors but no central list in the files.
John Harmon, Attorney, Coudert Bros., Paris and N.Y.C.
Curt Hessler, Attorney, Munger Tolls, Los Angesles, CA.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
The final report will be for the President.
Prepared by: Chris Becht
Date 10/27/76
Phone 404-656-236
DO NOT DESTROY ANY PLANNING GROUP FILES
RECORDS INVENTORY FORM - CARTER POLICY PLANNING GROUP
Government Organization
Planning Group
Record Series Title:
Date
28th Floor NBG Bldg; Atlanta, Georgia
Transition Memorandum File
Aug. '76
(Address)
Series Location
Quantity:
Harrison Wellford
(Coordinator)
Cabinet Number(s): H-5
I CU. ft.
Katie Beardsley
(Coordinator)
Drawer(s):
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
This series consists of memoranda from individuals involved in previous transitions,
such as government officials, educators, etc., which contain their recommendations
on the philosophy and methods which should be utilized or incorporated during the
transition period from November - January.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
File is arranged by subject.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Memoranda primarily from solicited sources. Members of the group working on this project
include: Katie Beardsley - special assistant to the Mayor of Atlanta (also worked on PAB
Project)
Harrison Wellford Administrative Asst. to Senator Phillip Hart
Martha Petkas - full-time volunteer worker, assistant to Harrison Wellford, main-
tains files
John Harmon
Curt Hassler
Matt Schaffer
Bill Drayton
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
(Calendar)
Final report will be the Transition Memorandum/to be presented to the President containing
recommendations for the steps to be taken and time sequence of each during the period
November - January.
Prepared by:
Mary Hall
Date 10-8-76
Phone 656-2360
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
INVENTORT FORM - CARTER POLICY PLANNING GROUP
Government Organization
Planning Group
Record Series Title:
Date
28th Floor NBG Bldg; Atlanta, Georgia
White House Memo and Executive Office Memo
(Address)
File
Series Location
Quantity:
Katie Beardsley
1-2 CU. ft.
(Coordinator)
Cabinet Number(s): H-5
Harrison Wellford
(Coordinator)
Drawer(s):
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
This series consists of memoranda from individuals currently or formerly on the White
House or Executive Office staff and concerning White House staff and relationships,
both internal and with other agencies and Executive Offices, duties and responsibilities,
recommended changes, economics, technology, etc.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
Arranged by subject.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Input received from solicited sources and from organizational manuals, budget hearings, etc.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
Final report will be in the form of briefing book for the President.
Prepared by:
Mary Hall
Date 10-8-76
Phone 656-2360
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
RECORDS INVENTORY FORM - Carter Planning Group
Economics
Planning Group
Record Series Title
Date
28th Floor, NBG Bldg., Atlanta, Ga.
(Address)
Tax Reform Option Paper
8/15/76
Bo Cutter
Series Location
Quantity: 1/2 cu. ft.
(Coordinator)
Room Number (s) :
Cohen & Uritiz Law Firm, Washington, D.C.
(Coordinator)
Cabinet Number (s) :
Drawer(s):
Contents of Series: Physical forms of records, types of documentation (reports,
working papers, printouts), major subjects, significant features, classified information,
duplication (where):
Solicited option papers on specific tax problems, working and final drafts. Major subjects
include: personal income tax, social security taxation; business taxation; tax loop holes;
and capitol formation problems.
Arrangement of Series: File arrangement, sub-series (if any, title and describe),
auxillary files, indices (where and describe):
By major subject.
Origin of Series: Author(s), position(s), address (organization)
Report compiler(s) position(s), address (organization)
Solicited option papers from tax lawyers and professional economists. No known listing
of contributors. Compiler Lester Faint, Attorney, Cohen & Uritiz, Washington, D.C.
Relationship of Series: Files created for (person, office, group), related series
(where and title), final report (where and title):
Created for director-designee of OMB, director-designee CEA, Secretary of Treasury
designee and President-elect. Copy in central files.
Prepared by: Raven
Date 10/27/76
Phone
404-656-2379
DO NOT DESTROY ANY PLANNING GROUP FILES
RECORDS INVENTORY FORM - Carter Planning Group
Economics
Planning Group
Record Series Title
Date
28th Floor, NBG Bldg., Atlanta, Ga.
(Address)
Option Paper on OMB
8/15/76
Bo Cutter
Series Location
Quantity: 4 lin. in.
(Coordinator)
Room Number (s) :
(Coordinator)
Cabinet Number (s)
Drawer
Contents of Series: Physical forms of records, types of documentation (reports,
working papers, printouts), major subjects, significant features, classified information,
duplication (where):
Solicited option papers and drafts. Major subjects include: description of OMB, new
budgeting process; new defense budgeting process; and management problems.
Arrangement of Series: File arrangement, sub-series (if any, title and describe),
auxillary files, indices (where and describe):
By individual option paper.
Origin of Series: Author (s), position(s), address (organization)
Report compiler position (s), address (organization)
Options papers solicited from former directors and staff at OMB and other governmental
analysts. List of contributors in Central Files Correspondence.
Bo Cutter - Business Exectuive for Washington Post.
Relationship of Series: Files created for (person, office, group), related series
(where and title), final report (where and title):
This series is background paper for Executive Office of the President Paper and for
OMB director-designee. Copy in central files
Prepared by: Raven
Date 10/22/76
Phone 404-656-2379
DO NOT DESTROY ANY PLANNING GROUP FILES
RECORDS INVENTORY FORM - Carter Planning Group
Economics
Planning Group
Record Series Title
Date
28th Floor, NBG Bldg., Atl., Ga.
(Address)
Economic Options Policy Paper
8/15/76
Bo Cutter
Series Location
Quantity: 1/2 CU. ft.
(Coordinator)
Room Number (s):
In office of Arnold Pocker, Senate Budget
(Coordinator)
Committee Washington, D.C.
Cabinet Mumber(s):
Drawer(s):
Contents of Series: Physical forms of records, types of documentation (reports,
working papers, printouts), major subjects, significant features, classified information,
duplication (where):
Notes from meetings with senior government economist, drafts and solicited option papers.
Major subjects are: overall macroeconomic policy; employment policy and inflation policy.
Solicited option papers only on employment and inflation.
Arrangement of Series: File arrangement, sub-series (if any, title and describe),
auxillary files, indices (where and describe):
By major subject.
Origin of Series: Author(s), position(s), address (organization)
Report compiler (s), position(s), address (organization)
Solicited option papers from professional economists and former government officials.
List of contributors in Central Files Correspondence. Compiler Arnold Parker, senior
economist of Senate Budget Committee.
Relationship of Series: Files created for (person, office, group), related series
(where and title), final report (where and title):
Option paper will go to the President elect, director of CEA and director of OMB. Copy
of option paper in central file.
Prepared by: Raven
Date 10/27/76 Phone 404-656-2379
DO NOT DESTROY ANY PLANNING GROUP FILES
RECORDS INVENTORY FORM CARTER POLICY PLANNING GROUP
Community & Human Development Planning Group
Record Series Title:
Date
Sept. '7
28th Floor NBG Bldg; 34 P'tree Street; Atlanta
Health, Welfare & Criminal Justice Option
(Address)
Papers Fite
Series Location
Quantity:
Joe Levin
2 CU. ft.
(Coordinator)
Cabinet Number(s): R-4
(Coordinator)
Drawer(s): Open file on desk
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
Files contain solicited option papers on following subjects: national health care;
welfare reform; courts and criminal justice; employment discrimination; and Indians.
Files also contain the final reports on each of these topics.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
By major subjects listed above. Index to file is on desk blotter.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
65 authors of option papers solicited by the Coordinator.
compiler: Joe Levin, lawyer, Southern Poverty Law Center
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
File is part of the Community and Human Development Planning Group Files.
Final reports are duplicated in central file.
Prepared by: Ron Raven and Chris Becht
Date 10/6/76
Phone (404)
656-2379
DO NOT DESTROY ANY PLANNING GROUP FILES
RECORDS INVENTORY FURN - CAFTER POLICY PLANNING GROUP
Community & Human Development Planning Group
Record Series Title:
Date
28th Floor NBG Bldg; 34 P'tree St; Atlanta
Domestic Programs Planning Files
Aug. 1 76
(Address)
Series Location
Quantity:
Larry Bailey
(Coordinator)
Cabinet Number(s): R-10
(Coordinator)
Drawer(s): 2
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
File contains solicited option papers on the following subjects: employment, economic
development, community development (Housing and Community Development Act of 1974),
urban affairs. Also included are research notes, published documents, drafts,
final option report and related correspondence.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
By subject. Practical index for these subjects: employment, manpower, community
development, and urban affairs.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Papers solicited from 69 authors. Final option report by Coordinator, Larry Bailey,
doctoral student MIT, City Planner on leave from Nat. Confed. of Mayors.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
Relate with Chester Davenport's file on HUD briefing book.
Prepared by:
Chris Becht
Date 10-8-76
Phone 656-2379
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
RECORDS INVENTORY FORM - CARTER POLICY PLANNING GROUP
Community & Human Development Planning Group
Record Series Title:
Date
Issues and Administrative Papers
28th Floor, NBG Bldg.; 34 P'tree St.; Atlanta
File
Sept. '76
(Address)
Series Location
Quantity:
Joe Levin
3 CU. ft.
(Coordinator)
Cabinet Number(s): R-5(A)
(Coordinator)
Drawer(s): open file
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
File contains research notes; reports; memoranda; and related documents concerning the
following subjects: health, welfare, criminal justice, Indians, employment, and
discrimination. Some of this material is published. Some of the research notes
were solicited from outside planning group.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
By above subjects. No index or auxiliary files.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
File created by the Coordinator, Joe Levin, lawyer, Southern Poverty Law Center,
as a research tool.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
Common administrative material with other members of the Planning Group.
Prepared by: Chris Becht and Ron Raven
Date 10-6-76
Phone 656-2379
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
RECORDS INVENTORY FORM - Carter Planning Group
Business & Labor
Planning Group
Record Series Title
8/15/76 Date
28th Floor, NBG Bldg., 34 P'tree St., Atl., Ga.
(Address)
Business and Labor Planning Files
John Harmon
Series Location
Quantity: 1 CU. ft.
(Coordinator)
Room Number (s) :
Curt Hessler
(Coordinator)
Cabinet Number (s) : C-18
Drawer (s): 1/2
Contents of Series: Physical forms of records, types of documentation (reports,
working papers, printouts), major subjects, significant features, classified information,
duplication (where):
Files include unsolicited and solicited papers, working papers, and proposals. All
papers relate to the Department of Commerce, Postal Service, Department of Labor, Job
Creation and Employment Policy and Federal Regulation of Insurance.
Arrangement of Series: File arrangement, sub-series (if any, title and describe),
auxillary files, indices (where and describe):
File is arranged alphabetically by subject or contributor.
Origin of Series: Author (s), position(s), address (organization)
Report compiler (s), position(s), address (organization)
An incomplete list of contributors' is in the files.
Relationship of Series: Files created for (person, office, group), related series
(where and title), final report (where and title):
Final reports are two briefing books, one for the Secretary of Commerce and the other
for the Secretary of Labor.
The final report on the Postal Service is stored in the law firm of Millstein Inc. in
N.Y.C.
Prepared by: Chris Becht
Date 10/28/76
Phone 404-656-2360
TYO NOT DESTROY ANV DI ANNING GROUP FILES
RECURDS INVENTORY FORM - CARTER POLICY PLANNING GROUP
International Security Planning Group
Record Series Title:
Date
28th Floor NBG Bldg.; 34 P'tree St.; Atlanta
Option Papers Correspondence File Summer 17
(Address)
Series Location
Quantity:
Tony Lake
I cu. ft.
(Coordinator)
Cabinet Number(s): R-3
Matt Schaffer
(Coordinator)
Drawer(s): I
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
Letters of transmittal which accompanied the option papers or letter which solicited
the option papers. In some cases correspondence summarizes or clarifies main point
of option paper.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
Alphabetically by correspondent.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Approximately 150 persons solicited for option papers. A list of contributors of
option papers is attached.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
These files were created in preparation of Foreign Policy Option Papers File.
Prepared by: Ron Raven and Chris Becht
Date 10-6-76
Phone 656-2379
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
RECORDS INVENTORY FORM - CARTER POLICY PLANNING GROUP
International Security
Planning Group
Record Series Title:
Da
28th Floor NBG Bldg; Atlanta, Ga.
General Foreign Policy Correspondence May "
(Address)
Series Location
Quantity:
Tony Lake
I CU. ft.
(Coordinator)
Cabinet Number(s): R-2
Matt Schaffer
(Coordinator)
Drawer(s): I
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
Correspondence from general public informing the planning group of foreign policy
issues and solutions. Occasionally, articles or papers are included with these letters.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
By subject.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
General public (unsolicited).
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
Some correspondents were requested to submit option papers, and these are in Foreign
Policy Option Papers File.
Prepared by: Ron Raven and Chris Becht
Date 10-6-76
Phone 656-2379
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
INVENTOR
POLICY PLANNING GROUP
Natural Resources
Planning Group
Record Series Title:
Da
28th Floor NBG Bldg; 34 P'tree St; Atlanta
Natural Resources and Energy Files
(Address)
Series Location
Quantity:
Joe Browder
(Coordinator)
Cabinet Number(s): D-2
(Coordinator)
Drawer(s):
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
Papers concerning feasibility of including U.S. Forestry Service and Oceanic and Atmospheric
Administration within mission of the Department of Interior. Included are budget in brief;
correspondence; memos to Jack Watson; notes and drafts of papers on Energy Conservation,
Energy Conversations, Energy Research and Development, Forest Service, Coal International
Energy Policy and Water Resources. Also included are Option Paper Files containing list
of lawyers' preliminary legal opinions, Governor Carter's speeches, League of Conservation
voters, policy planning office, Carter-Mondale Campaign Files.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
Alphabetically
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Working with coordinator:
Author
Position
Katherine Fletcher staff scientist from the Denver Office of the Environmental Defense
Fund (on leave)
S. David Freeman - energy consultant to the US Senate Commerce Committee (on leave)
James Rathlesberger, Vice President of the Limestone Institute (on leave)
Solicited views from prominent natural resources and energy agencies, citizens groups,
state and local governments, industry and labor, academic community and congressional staffs.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
Worked with TIP Program to establish job descriptions for jobs relating to this area of
responsibility. Final reports will go to: Environmental Protection Agency; Federal
Energy Admn.; Energy Research and Development Admn.
Copy of report placed in Central File. Also, relevant data on positions in Positions File.
Prepared by:
John Dunn
Date 10-8-76
Phone 656-2379
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
ADDITIONAL NOTES:
The Natural Resources Group is responsible for developing detailed information concerning
the legislative, executive, and other policy actions that would be options for Governor
Carter in carrying out his programs in the areas of national energy policy, conservation
of natural resources, pollution control, water resources management, and other environmental
and resource management responsibilities of the federal government. The policy areas
given priority attention have been options for development of a new national energy policy,
including a new emphasis on energy conservation, new energy research and development
priorities, a national coal production and use program, and reform of the water management
programs of the Corps of Engineers, Bureau of Reclamation, and Soil Conservation Service.
The Natural Resources Group also participated in recommendations for reorganization of
federal energy and natural resource agencies, and in developing criteria for the top
federal resource positions, as well as in gathering suggestions for people to be considered
for the key federal natural resource jobs.
RECURDS WENTORY FORM - CARTER POLICY PLANNING GROUP
Talent Inventory Program (TIP) Planning Group
Record Series Title:
Dat
Nat'l Bank of Ga. Bldg., Suite 2811
Source/Reference Files
Aug. '76
34 Peachtree St. (Address) N.W.; Atlanta
Series Location
Quantity:
Richard C. D. Fleming (Dick)
I CU. ft.
(Coordinator)
Cabinet Number(s): H-4
(Coordinator)
Drawer(s): I (in 4-drwr. cabinet)
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
This series consists of file folders containing background search information on
individuals having potential as either references or as sources of talent, such
as government officials, recognized authorities in particular fields, university
professors, etc. Each folder contains correspondence, Source Reference Data Forms,
reports, etc. [This file does not include final evaluative information -- only
potential.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
Files are arranged alphabetically by name of individual. Index (see separate inventory form)
is arranged by area of expertise/experience and by geographical location.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Input to files received from TIP Coordinator, Dick Fleming, and from outside solicited
and non-solicited sources.
File system designed by Arthur Anderson, Inc.
Files maintained by Laura Hardman, Supervisor, TIP Processing.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
Files provide input to Position Description Files, Central TIP Files, and High Priority
Position Files (for Presidential Briefing Book).
Prepared by:
Mary Hall
Date 10-6-76
Phone 656-2360
(404)
DO HOT DESTROY ANY PLANNING GROUP FILES
PECLADS WENTORY FORM CARTER POLICY PLANNING GROUP
Talent Inventory Program (TIP) Planning Group
Record Series Title:
Dat
Nat'l Bank of Ga. Bldg., Suite 2811
Source/Reference Files
Aug. '76
34 Peachtree St. (Address) N.W.; Atlanta
Series Location
Quantity:
Richard C. D. Fleming (Dick)
I CU. ft.
(Coordinator)
Cabinet Number(s): H-4
(Coordinator)
Drawer(s): I (in 4-drwr. cabinet)
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
This series consists of file folders containing background search information on
individuals having potential as either references or as sources of talent, such
as government officials, recognized authorities in particular fields, university
professors, etc. Each folder contains correspondence, Source Reference Data Forms,
reports, etc. [This file does not include final evaluative information -- only
potential._
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
Files are arranged alphabetically by name of individual. Index (see separate inventory form)
is arranged by area of expertise/experience and by geographical location.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Input to files received from TIP Coordinator, Dick Fleming, and from outside solicited
and non-solicited sources.
File system designed by Arthur Anderson, Inc.
Files maintained by Laura Hardman, Supervisor, TIP Processing.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
Files provide input to Position Description Files, Central TIP Files, and High Priority
Position Files (for Presidential Briefing Book).
Prepared by:
Mary Hall
Date 10-6-76
Phone 656-2360
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
INVENTORY FORM CAPTER POLICY PLANTING GROUP
Business and Labor
Planning Group
Record Series Title:
D
Department of Transportation
28th Floor NBG Bldg; 34 P'tree St.; Atlanta
Planning Files.
Aug. '76
(Address)
Series Location
Quantity:
Chester Davenport
(Coordinator)
Cabinet Number(s): R-7
(Coordinator)
Drawer(s): 1/2 (in 2-drawer cabinet)
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
File contains research notes, working papers, reports and related correspondence concerning
urban mass transit; airbags; air transportation regulations; railroads; maritime industry;
and Concord. Also included is a briefing book prepared by the Secretary of Transportation
Boyd for Secretary of Transportation Volpes.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
Alphabetically by subject.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
The names of the reports' authors are listed and filed in folder labeled "Progress
Reports."
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
The final report created from this series will be for the Secretary of Transportation.
These files relate to government regulation files. Final report to be in central file.
Prepared by: Ron Raven and Chris Becht
Date 10-6-76
Phone 656-2379
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
ITEMS TO BE ATTACHED TO THIS FORM OR FILED WITH THIS FORM:
"Authors :BITIT List " asined from Progress Reports File n619
noded bne zeenizu8
noitstroqanenT to treathsqe
DUA
20117 pninns19
stnsitA 1.48 sent's N :pb18 DBV 20013 ATBS
:ytitnauD
noitesal 201792
thogneys
T-A (a)nedmult tenids)
(notsnibnood)
(tenidso newsrb-S ni) SM :(2)newsn0
(Totenibioo)
noitatnsmusob to 2BOVT ebnooen to emmot isoleyda. :201002 to
,noitsanoin] beltieaslo thesitingia 70Lcm , (stuotning
:(enerin) noitesliqub
mesnod batelen bns ,278qsq galshow ,20100 donsees enlatado 0119
smithem jabsonllsm ;enottslugen noitstmoganent 715 repodtin 826m
nolisthogensiT to ent vd benefits blood gnitelad 8 at bebulon) DelA broond bns
.eeqloV nolistrogensiT to instence? not byo8
bne enedy) ATTITIONAL NOTES: nailixus st17 to
:(edingaeb
toejdoe vd
(s)neligmoo thoggs ;(nolfasinspho) assabbs capirez to night
:(noitssinagio) 2261668 (Te)nbitieon
easigna" beleds! neblet ni belit bns batell 076 amoritus 'athoosn edt to asmen edT
between 20112 to
RECURDS INVENTORY FORM CARTER POLICY PLANNING GROUP
Community & Human Development Planning Group
Record Series Title:
Dat
28th Floor NBG Bldg.; 34 P'tree St; Atlanta
H.U.D. Planning File
Aug. '76
(Address)
Series Location
Quantity:
Chester Davenport
(Coordinator)
Cabinet Number(s): R-8
(Coordinator)
Drawer(s): 1/2/ CU. ft.
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
File contains research notes, working papers, briefing notes, unsolicited studies,
solicited options papers, administrative memoranda, a final report, and related
correspondence concerning the housing industry, housing production, pricing, urban
housing and other special housing needs.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
Alphabetically by subject.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
The authors of the solicited reports are listed and filed in folder labeled "Progress
Reports".
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
- Files may relate to Larry Bailey's Domestic Program Planning Files. Final reports
to go to central file and will be a briefing book for the Secretary of H.U.D.
Prepared by: Chris Becht and Ron Raven
Date 10-6-76
Phone 656-2379
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
9218-0
ITEMS TO BE ATTACHED TO THIS FORM OR FILED WITH THIS FORM:
"Authors' List" from Progress Report File
:01117 asine?
quonn pninne19 namun
0113 goinns19 .O.U.H
stnsitA 112 eart's NE ,0618 asn
noiteool 25/792
tragner
8-Я (e)nednull tenide0
(rotenibnoo)
.tt -UD 1511 :(e)newsh0
(hotenib900)
gnj8now stoger) noitathemusob to aeqyt , ebnooen to emot 150leyn9 - -
bettleario inspilingle ,2toeldue notsm
not
beflolloeno eston goiteind ,eneque goldnow eston donseeen enlett
between bres lanit 6 evitentelnimbs empitgo bet
mediu upolated gnlawor snt galmisonso sonsting
.aboon golavon isloege netto the Br
bns ATTITIONAL NOTES: themsgnsms 0119 120/702 40.4 to T
cls
before yy Vilable
((8)heligmos thogos ;(noltssinsgro) esenbba ,(e)noitleoo :201100
: (noltasinspic) esenbbe (e)n
esengon9" beleds! mebiet ni bellt bns betall 978 strogen betiblide set to 8700
121
RECORDS PIVENTORY FORM CARTER POLICY PLANNING GROUP
a
Economics
Planning Group
Record Series Title:
Date
28th Floor NBG Bldg; 34 P'tree St.; Atlanta
Budget Analysis File
Aug. '76
(Address)
Series Location
Quantity:
Bruce Kirschenbaum
I CU. ft.
(Coordinator)
Cabinet Number(s): Unnumbered
Bo Cutter
(Coordinator)
Drawer(s): Open file on desk
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
File contains drafts and alternates for budget and appropriations. Also included
are briefing notes and published Congressional Reports.
Major subjects include:
Defense, General Science, Space and Technology, Natural Resources and
Environment, Internal Affairs, Agriculture, Health, Income Security, Interest,
Revenue Sharing, general government, Community and Regional Development, Education,
Training and Social Sciences, Law Enforcement and Justice, Commerce and Transportation,
Veterans Benefits, Planning.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
By agency of federal government in a numerical-subject order. Two folders and
general overview information. List of agency code numbers indexes agency to
budget appropriations.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Written and compiled by Coordinators.
Bruce Kirschenbaum: Washington representative for New York City
Bo Cutter: Washington Post; Washington, D. C.
Briefing notes from interviews with Senate and House Budget Committees and
Brookings Institution staff.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
Series receives input from all other planning groups. Records related to budget
matters, but not to substance of the other programs. Final recommendations duplicated
in central file.
Prepared by: Ron Raven and Chris Becht
Date 10-6-76
Phone 656-2379
(404)
DO NOT DESTROY ANY PLANNING GROUP FILES
ITEMS TO BE ATTACHED TO THIS FORM OR FILED WITH THIS FORM:
settil zeine2 bricoeR
QUOTO onines19
edimoned
List of agency code numbers for budget
-2UA
9119 eleyisnA tegbus
stnsitA 1.12 sent's NC 60618 DON 748,
noltsood usined
a
pourt
benedmund) :(a)nedmull tenided
(rotenibroo)
nettuo of
Heab no will neq0 :(e)newsh0
(stroce) noitstnemuoob to eeqyt abross to amot teblayn9 seeined to etmo
,noitemotal bellizasio , zenutset tosaltingle rajem , letuotning , aneqe
((enerip) moltsoliqu
bebulon 021A boe togbud not astematic bns attarb enistnoo sin
athogeR (enolasengno) bedellduq bre eston gaitelad ent
:sbulant sinsidue rolal
bna вертиовая Лажизай bas essq2 sometoR Issens3 ,sansled
,38030001 smoonl ,dDIsoH verisita Insural
, JaseqoIsved InnolgeR bna Iszenss gotrade sunsve
birs bris insmeproina wall Intool bas golater
ATTITIONAL NOTES: ymailixus ,aminea-dua 0119 seelnes to :(edincest themsone
bne enebiot owT .nebno 6 ni lenebet to узпера n
of yonege zexebni zhedmun shoo yonego to tell .holtsmotal welvievo
tepbur
(e)neligmoo hoger ;(no)issineghe) assenbbs :201782 to MIE
:(moltasinegno) ezenbbe
vd beliqmoo bne netting
ytis whey well not notgoideew
.0 .0 ,notgoideeW :tac9 notgoideew :nettoO of
has atene? data
RECORDS INVENTORY FORM - CARTER POLICY PLANNING GROUP
International Security
Planning Group
Record Series Title:
Date
28th Floor NBG Bldg; Atlanta
Foreign Policy Option Papers File
Aug. '7E
(Address)
Series Location
Quantity:
Tony Lake
2 CU. ft.
(Coordinator)
Cabinet Number(s): R-1
Matt Schaffer
(Coordinator)
Drawer(s): I
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
File contains solicited option papers on following major subjects: foreign policy,
defense, intelligence, international economics and organization considerations.
A final report on each topic is prepared and a briefing book.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
File is arranged by subject and geographical region. 50 subjects are included in option
papers. Index is attached.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Solicited from 150 persons (college professors, military persons, research institution
personnel, lawyers, etc.) -- list to be attached.
Matt Schaffer - PhD in Social Anthropology, African expert
Tony Lake former career foreign service officer
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
Created for President-elect, Secretary of State and Secretary of Defense. Created
in conjunction with economics coordinator, talent inventory program coordinator, government
organization coordinator. Final report on each major subject is duplicated in central file.
Prepared by: Ron Raven and Chris Becht
Date 10-6-76
Phone 656-2379
DO NOT DESTROY ANY PLANNING GROUP FILES
ITEMS TO BE ATTACHED TO THIS FORM OR FILED WITH THIS FORM:
Contents List 201702 brooor
every onions19
vilaugez lensi
List of contributors of option papers
store 18618 701
noitoool
$
1-Я tenideO
netts
I :(2)newsh0
(stoger) noitstnemubob to eagyt 12670087 to amot IsolaydR. to
,noilsmotal , estutset tmsbitingle holem ((atuotning ra
holter
yollog aplenot :atoojdue 70/00 gnlwollot no arease noltgo anistroo
.enoltanoblanoo noitesinegno bns asimonoos incollemental ,sonspilletni Leene
Alood gniteind 0 bne benegeng at bigot riose no 110001 1501
sherly) ATTITIONAL NOTES: nellixue ,201702-due 0117 :201700 to ther
noltqo ni bebulon) 915 atos/due 02 .nolpen (soldesngoop bns tooldue yd begnenne
,baddette 21 xebhi
((2)hellqmop though eeenbbs ( (a)noitleoq :estred
: (noitesinspio) azenbbe Relpoit
noltutiteni donession ,2002199 yastilla , arozaetoriq spellos) Del mont bet
.berbette ad of tell - Gate n7,
CONTENTS
I. East-West Relations
a) Soviet - U.S. Relations: Overview
b) U.S. - Soviet Military Relationship
c) Eastern Europe
d) East-West Trade
II. The Defense Budget and U.S. Military Posture
III. Arms Control Issues
a) SALT
b) Nuclear Test Ban
c) Nuclear Proliferation
d) Conventional Arms Sales
IV. Middle East: Asia; Western Europe
Middle East:
a) Arab - Israeli Dispute
b) Lebanon
c) Greece and Turkey
d) U.S. Military Posture
Asia:
a) China
b) Japan
c) Korea
d) Vietnam
e) U.S. Deployments
Western Europe:
a) General
b) NATO Strategy
c) Tactical Nuclear Weapons
d) MEFR
V. International Economic Policy
a) International Trade/Negotiations
b) International Monetary Policy
c) International Investment (Multinational Corporations)
VI. Relations with the Developing World
a) General Relations
b) Development Assistance
c) Commodities
d) Overhanging Debts
e) United Nations
f) U.S. and Latin America
g) Panama Canal
h) Southern Africa
VII. Other Multilateral Issues
a) Law of the Sea
b) Agricultural Policy
c) Energy
d) Terrorism
VIII. Organizational Issues
a) National Security Policymaking
b) Foreign Economic and Interdependence Issues: Organizational Choices
c) Department of State
d) Department of Defense
e) Organization and Control of the Intelligence Community
CARTER/MONDALE POLICY PLANNING GROUP
Jack H. Watson, Jr.
Central Files Option Papers Files
Central Files Correspondence Files
Central Files Memorandum File
FUNCTIONAL FILE AREAS
I
II
III
IV
V
VI
VII
TALENT
GOVERNMENT
COMMUNITY & HUMAN
BUSINESS AND
INTERNATIONAL
NATURAL
INVENTORY
ORGANIZATION
DEVELOPMENT
LABOR
SECURITY
ECONOMICS
RESOURCES
PROGRAM
White House
Issues and Admini-
Dept. of Trans-
Foreign Policy
Budget Ana-
Natural Re-
Presidential Appoint-
Memo & Execu-
strative Papers
portation Plan-
Option Papers
lysis File
sources and
ment Briefing Book
tive Office
File
ing Files
File
Energy Files
Memo File
Transition
Housing & Urban
Business and
General Foreign
Economics
High Priority Posi-
Memorandum
Development Plan-
Labor Planning
Policy Corre-
Option
tion File
File
ing File
Files
spondence
Policy Paper
Gov't. Re-
Domestic Programs
Option Papers
Option Paper
Master Index TIP
organization
Planning Files
Correspondence
on OMB
Central Files
Planning Files
File
Non-professional Files
Independent
Health, Welfare
Tax Reform
Regulatory
& Criminal Justice
Option Paper
Inactive Files
Agency Option
Options Files
Paper
Source/Reference Index
Independent
Youth and Education
Regulatory
Option Papers Files
Source/Reference Files
Agency Brief-
ing Papers
Position Description
Files
POLICY PLANNING
JACK H. WATSON, JR.
FUNCTIONAL AREAS
I
II
III
IV
V
VI
VII
TALENT
GOVERNMENT
COMMUNITY & HUMAN
BUSINESS AND
INTERNATIONAL
NATURAL
INVENTORY
ORGANIZATION
DEVELOPMENT
LABOR
SECURITY
ECONOMICS
RESOURCES
PROGRAM
Larry Bailey*
Katie Beardsley
Sharlene Hirsch**
John Harmon
Tony Lake
Bo Cutter
Joe Browder
Dick Fleming
Harrison Wellford
Joe Levin***
Curt Hessler
Matt Schaffer
Bruce Kirschen-
Kathy Fletcher
Bob Etchison
Chester Davenport****
baum
Dave Freeman
Tom Reston
Jim Rathles-
Jeffalyn Johnson
Dick Fleming++
berger
Laura Hardman
Civil Service
Business
Defense
The Budget
Agriculture
Job Descriptions
Community Development*
(Farm Policy-
Harrison Wellford)
Federal/State/
Consumer Affairs
Foreign Policy
Economic Plann-
Candidates for Top
Local Relations
Courts and Criminal ***
ing (employment)
50 Positions
Lobbying
Government Regu-
Intelligence
Tax Policy &
Agriculture
Candidates for Top
Arts & Humanities**
lation
Reform
200 Positions
Reorganization
Immigration
International
Wage & Price
Environment
Talent Inventory
Economic Development*
Trade
Policies
Process
White House Staff
Education**
Labor
Federal/State/
Public Works
Talent Search
Local Fiscal
Structure
Assistance
Code of Ethics
Liability &
Monetary Policy
Compensation
Employment*
Insurance
Issues
Youth Employment**
Postal Service
State & Local Fi-
Employment Discrimin™
nancial Markets
ation*
Science & Re-
Volunteerism**
search
Aging**
Space Program
Health***
Transportation
Housing****
(Chester Davenport)
Child Development**
Income Maintenance &
Welfare Reform***
Indians***
Public/Private Urban
Reinvestment* & ++
7
BIRDS
INVENTORY
FOR
ER POLICY PLANNING GROUP
Office Manager for
Planning Group
Record Series Title:
10/26/76 Da
Central Files
Correspondence Files
(Address)
Series Location
Quantity: 1 CU.
Jane Hansen
Receptionist Office
(Coordinator)
Cabinet Number(s):
Mimi Owens
(Coordinator)
Drawer(s): one (1)
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
Copies of correspondence between members of the Policy Planning Group and officials
throughout the country concerning subject matter being studied by the Policy Planning
Group. List of subjects is filed in Memorandum Files. Also included in the file
are copies of form letters used by various members of the Planning Group.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
Alphabetically and thereunder chronologically.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
The papers were originated by various officials throughout the country who are interested
in the Carter Campaign. Also replies to the papers are from various members of the
Planning Group, especially Jack Watson.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
Copies to: Watson File
Sugarman File
Prepared by: J Jannan
Date
Phone
DO NOT DESTROY ANY PLANNING GROUP FILES
PERCODE INVENTORY WARTER POLICY PLANNING GROUP
Office Manager for
Planning Group
Record Series Title:
10/26/76 Da
Central Files
Option Paper Files
(Address)
Series Location
Quantity:
Jane Hansen
(Coordinator)
Cabinet Number(s):
Mimi Owens
(Coordinator)
Drawer(s):
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
Copies of option paper files (plus extra copy) prepared by coordinators and on subjects
listed on enclosure. As option papers are revised they are filed in a separate Group.
Included with this series is a block book titled "Government Organization Materials."
It is from Jack Watson to Jimmy Carter, dated 9/4/76.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
Chronological
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
Origin of papers is shown on attached list.
Mimi H. Owens
Jane Hansen
4103 Club Dr., NE
1327 Harvard Rd., NE, Apt. 2
Atlanta, Ga. 30319
Atlanta, Ga. 30306
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
copies to: Jack Watson
Jule Sugarman
Prepared by: J Junn
Date
Phone
DO NOT DESTROY ANY PLANNING GROUP FILES
RECORDS INVENTORY FORM CARTER POLICY PLANTING GROUP
Office Manager for
Planning Group
Record Series Title:
10/26/76 D:
Central Files *Memorandum File
(Address)
Series Location
Quantity: 1 cu.
Mimi Owens
Receptionist Office
(Coordinator)
Cabinet Number(s):
Jane Hansen
(Coordinator)
Drawer(s): one (1)
Contents of Series: Physical forms of records, types of documentation (reports, working
papers, printouts), major subjects, significant features, classified information,
duplication (where):
*Copies of memorandums circulated among and between Policy Planning Group covering all
subjects studied by Group.
Included as part of the series are General Office files covering lease space, status
reports, coordinators, correspondence rules, budget, campaign publications, extra
copies, distribution lists, newspaper articles, sign-out sheets and personnel listings
arranged alphabetically.
Arrangement of Series: File arrangement, sub-series, auxiliary files, indices (where and
describe):
*Alphabetically by name of policy group member.
Origin of Series: Author(s), position(s), address (organization); report compiler(s),
position(s), address (organization):
*By all members of the Policy Planning Group.
Relationship of Series: Files created for (person, office, group); related series (where
and title); final report (where and title):
*DIST Jack Watson
Jule Sugarman
*Applicable only to Memorandum Files.
Prepared by:
Date
Phone
DO NOT DESTROY ANY PLANNING GROUP FILES