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This file contains: Section 3 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Other Document], N.D. "The Presidency, Executive Staffing, and the Federal Bureaucracy" study by Laurin L. Henry. Section 3 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 28 pgs. [Report], 9/5/1967 Section 4 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Other Document], N.D. Memo from Franklin B. Lincoln, Jr. to RN RE: Executive Office of the President. 11 pgs. [Memo], 11/11/1968 Section 5 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Other Document], N.D. 1968-1969 Presidential Transition report. 25 pages plus cover page and 4 page index. 30 pgs. [Report], 11/25/1968 Tab divider "EXHIBITS" for Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Other Document], N.D. Exhibit A of Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 10 pgs. [Report], 11/25/1968 Exhibit B of Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Report], 10/25/1968 Exhibit C of Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Report], 10/25/1968 Exhibit D of Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 2 pgs. [Report], 10/25/1968 Section 6 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Other Document], N.D. Summary Sheet - Federal Personnel Problem. Section 6 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 17 pgs. [Report], 11/24/1953 Section 7 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Other Document], N.D. Reprint from The American Political Review "The Selection of Federal Political Executives" by Dean E. Mann, The Brookings Institute, March 1964. Section 7 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 2 pgs. [Other Document], N.D.

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This file contains: Section 3 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Other Document], N.D. "The Presidency, Executive Staffing, and the Federal Bureaucracy" study by Laurin L. Henry. Section 3 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 28 pgs. [Report], 9/5/1967 Section 4 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Other Document], N.D. Memo from Franklin B. Lincoln, Jr. to RN RE: Executive Office of the President. 11 pgs. [Memo], 11/11/1968 Section 5 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Other Document], N.D. 1968-1969 Presidential Transition report. 25 pages plus cover page and 4 page index. 30 pgs. [Report], 11/25/1968 Tab divider "EXHIBITS" for Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Other Document], N.D. Exhibit A of Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 10 pgs. [Report], 11/25/1968 Exhibit B of Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Report], 10/25/1968 Exhibit C of Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Report], 10/25/1968 Exhibit D of Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 2 pgs. [Report], 10/25/1968 Section 6 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Other Document], N.D. Summary Sheet - Federal Personnel Problem. Section 6 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 17 pgs. [Report], 11/24/1953 Section 7 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. [Other Document], N.D. Reprint from The American Political Review "The Selection of Federal Political Executives" by Dean E. Mann, The Brookings Institute, March 1964. Section 7 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 2 pgs. [Other Document], N.D.
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Richard Nixon Presidential Library White House Special Files Collection Folder List Box Number Folder Number Document Date Document Type Document Description 20 4 N.D. Other Document Section 3 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. 20 4 09/05/1967 Report "The Presidency, Executive Staffing, and the Federal Bureaucracy" study by Laurin L. Henry. Section 3 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 28 pgs. 20 4 N.D. Other Document Section 4 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. 20 4 11/11/1968 Memo Memo from Franklin B. Lincoln, Jr. to RN RE: Executive Office of the President. 11 pgs. 20 4 N.D. Other Document Section 5 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. 20 4 11/25/1968 Report 1968-1969 Presidential Transition report. 25 pages plus cover page and 4 page index. 30 pgs. Tuesday, September 22, 2009 Page 1 of 3 Box Number Folder Number Document Date Document Type Document Description 20 4 N.D. Other Document Tab divider "EXHIBITS" for Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. 20 4 11/25/1968 Report Exhibit A of Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 10 pgs. 20 4 10/25/1968 Report Exhibit B of Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. 20 4 10/25/1968 Report Exhibit C of Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. 20 4 10/25/1968 Report Exhibit D of Section 5 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 2 pgs. 20 4 N.D. Other Document Section 6 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. 20 4 11/24/1953 Report Summary Sheet - Federal Personnel Problem. Section 6 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 17 pgs. Tuesday, September 22, 2009 Page 2 of 3 Box Number Folder Number Document Date Document Type Document Description 20 4 N.D. Other Document Section 7 tab divider for "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 1 pg. 20 4 N.D. Other Document Reprint from The American Political Review "The Selection of Federal Political Executives" by Dean E. Mann, The Brookings Institute, March 1964. Section 7 of "1968-1969 Presidential Transaction" by Franklin B. Lincoln, Jr. 2 pgs. Tuesday, September 22, 2009 Page 3 of 3 3 THE PRESIDENCY, EXECUTIVE STAFFING, AND THE FEDERAL BUREAUCRACY Laurin L. Henry University of Virginia Prepared for delivery at the 1967 annual meeting of the American Political Science Association, Pick-Congress Hotel, Chicago, September 5-9. Copyright, 1967, The American Political Science Association. ABSTRACT Although the personnel function has been a relatively underdeveloped aspect of the Presidency, trends of recent years and the preferences of President Johnson are leading to what is probably a permanent expansion of presidential role. In seeking executive branch responsiveness, two crucial groups are the principal presidential appointees and top career executives. Recent research on these groups demonstrates that they represent an educational elite and something of a socio-econo- mic elite as well. Careers have tended to be department-oriented. After years of debate and experimentation, the essential role of the political executive in directing the bureaucracy has been affirmed. Although reorganization proposals to give the President a single personnel administrator have not succeeded, President Johnson has unofficially consolidated administration of both career and po- litical personnel in the Chairman of the Civil Service Commission, retaining an active interest himself. Simultaneous increase in presidential domination of the party and in the demands on top political executives have led to increasing emphasis on programmatic and managerial qualifications in recruiting. The last few administration have seen a rapid trend toward centralization and rationalization of the presidential recruiting function, with the employment of a computer index the latest innovation. President Johnson seeks actively to use the appointing power to strengthen his policy control of the agencies. The results so far seem to be a strengthening of tendencies toward educational elitism, and the appointment of increasing numbers of men who have made careers either in other political executive or civil service posts. President Johnson displays strong interest in strengthening the higher career service through executive development schemes, and frequently reminds the service of its government-wide obligations. A new Executive Assignment Plan has some potential for increased inter-agency mobility of top career executives but probably will not tie the career men directly to the Presidency as some have wished. Although temporary regression may occur in the next administration, a net accretion of presidential function machinery in the personnel field seems certain. Whether this routinization of function has added permanently and significantly to presidential policy control, or merely constitutes a belated response to bureaucratic growth, is not clear. THE PRESIDENCY, EXECUTIVE STAFFING, AND THE FEDERAL BUREAUCRACY Laurin L. Henry University of Virginia Prepared for delivery at the 1967 annual meeting of the American Political Science Association, Pick-Congress Hotel, Chicago, September 5-9. Copyright, 1967, The American Political Science Association. We academic observers of the Presidency have tended to be a little puzzled by the perennial underdevelopment of the personnel function of the office. Although aware of at least some of the reasons why, we have nevertheless regretted the apparently unsystematic way in which decisions about appointments were made and the disfunctional nature of some of the activities Presidents have permitted subordi- nates to carry on in their names. We have usually felt that a little more White House sophistication and attention to illing the top political and career posts would produce substantial benefits for the President both in improved management and leadership of the respective executive agencies and in overall responsiveness to presidential direction and control of the bureaucracy. For what it may be worth, I can report that we now have a President who seems to take seriously his duty as the government's chief personnel officer. Whether all of us will like the results is )a different matter. My purpose here is to examine the methods of filling the most strategic executive positions in light of newly available data from other studies and my own limited inquiry into recent and current developments that have not been fully re- ported. My initial suspicion--hypothesis if you will--was that changes of permanent significance for the power position and institutional apparatus of the Presidency might be occurring. My findings are that in the past two decades some developments in the political and administrative position OI the Presidency have opened the way. to an important expansion of presidential role in the personnel area. The current President is striving by personal effort and sponsorship of institutional innovations to take advantage of these opportunities. How far he can go, how firmly he can establish these innovations, will depend on a number of things including the duration and future political standing of the present administration. Proceeding at least partly along lines that have had expert and bipartisan support for years, the Presi- dent's efforts have not become sharply controversial'so far, although certain aspects of his strengthened control are producing some partisan and bureaucratic anxieties. These anxieties may increase and lead to a pause and possible re- trenchment by the President's successor, whoever and whenever he may be. How- ever, my own feeling is that any retrenchment is likely to be modest and temporary henry, Presidency and Executive Staffing and that much of what has happened will last. We are seeing another of those accretions of presidential role, responsibility, and apparatus with which each incumbent endows and binds his successors. Let us look first at some of the characteristics of the executive bureaucracy and some previous efforts to define and advance the President's interest therein, and then at recent developments with respect to executive staffing. The Federal Bureaucracy and the Presidential Interest Out attention in this paper will be concentrated on two groups of executives that seem most crucial for the President. First, there are the principal political executives of the administration. These include the department heads, under and assistant secretaries, principal members of the White House and Executive Office staffs, heads and deputies of the leading non-cabinet agencies, chiefs of a few of the major bureaus or services within the departments, and for some purposes the members of the principal regulatory commissions. Depending on the strictness of the definition, one counts to between 150 and 250 of these principal officials before entering the zone of several hundred lesser presidential appointees such as ambassadors, federal attorneys, members of minor boards and commissions, and otherss who are traditionally considered more important for patronage than for policy reasons. The White House currently calculates that the President appoints 526 full time executive branch officers, 489 judicial branch officials, and almost 1700 "others" including members of 145 part time and temporary advisory bodies, for a grand total of about 2700 presidential appointees. 1 This of course excludes several thousand foreign service officers and members of uniformed corps whose presidential commissions are routine and nominal. Second, we will give attention to the so-called "supergrades" the 4,400 positions at levels GS-16,-17, and -18 of the classified civil service. According to Civil Service Commission tabulations, about 3/4 of the supergrades are occupied by career men appointed under full merit procedures--the elite of our permanent civil service. The remaining thousand or SO are in various special schedules and exempt categories, with the incumbents ranging from people who are essentially careerists despite their formal classification to the most outright political birds of passage. (We leave aside the three or four thousand positions comparable to the supergrades in other pay systems" outside the General Schedule such as the FBI, AEC, TVA, postal field service, VA medical service, and overseas agencies; these special categories have defied systematic study and rationalization for years, and no help for it here.) Characteristics of Executives In recent years several research studies have greatly enriched our under- standing of the backgrounds, career lines, appointment processes, and actual jobs - 2 - Henry, Presidency and Executive Staffing that top federal executives hold. In 1957, Paul David and Ross Pollock produced an interesting analysis of alternative systems for staffing the political and career executive positions, with special attention to the tendency of the two kinds of jobs to blur into one another with respect both to functions and to status. 2 Marver Bernstein's study of the functions of the political executives provided valuable in- sights into the political-administrative milieu at upper levels of the executive branch. It emphasized the demanding nature of the jobs, the increasing requirements for substantive and managerial expertise, and the complexity of the relationships in- cumbents must maintain with the White House, department heads, Congressmen, "opposite numbers" in other agencies, interest representatives, and career staffs. 3 John Corson and Shale Paul recently have scrutinized the functions of upper career executives and identified an interesting trichotomy of types--program managers, sup- porting staff managers, and professionals who are essentially practicing within the government. 4 There is a great deal of new data about the social and educational origins of government executives. In 1963, Warner, Van Riper, Martin, and Collins published a study of over 10,000 political and career civilian executives and over 2,000 top- ranking military officers. 5 Two years later, Brookings issued a study by Mann and Doig of the careers and processes of appointment of political executives at the assistant secretary level since the New Deal, 6 and is about to release a more de- tailed analysis by David Stanley of some of the same data, widened to include regulatory commissioners and extended through the early Johnson appointees. 7 We also have further data on top career executives in a separate study by Stanley. 8 These studies are not precisely comparable because of differences in methods, but the results are quite consistent. Warner and associates found that although somewhat over 20% of the civilian executives were "upwardly mobile" sons of tenant farmers, laborers, and skilled workers, and about the same number were sons of white collar workers and independent farmers, over half were from business and professional families. The eparation of data on political and career executives in this study is not complete, but the data seem to indicate that the political executives include a considerably greater proportion of the sons of large business owners, executives, and professional men, while the career executive group has a flatter social profile with more persons of farmer, working class, and white collar origins. Even among the civil service executives, however, sons of businessmen were over- represented by a factor of five as compared to the general population, and sons of professional men by a factor of four. 9 These findings of relatively high occupational backgrounds of the upper bureaucrats are consistent with data on religious preferences from the Brookings study showing a disproportionately high percentage of Protestants-- and especially the so-called "high status" Episcopalian and Presbyterian denomi- nations--among political executives. 10 The key to advancement--the process through which even the well-born have to qualify and "the less advantaged young men have their chance to catch up-- - 3 - is education. Warner et.al. reported that as of 1959, 78% of career executives and 90% of political executives had graduated from college, and 45% of the career execu- tives and 75% of the political executives had graduate or professional degrees. The difference in advanced degrees was largely accounted for by the high proportion (39.9%) of law school graduates among the political executives. 11 The Brookings and the Corson and Paul data show even higher levels of education for the two groups in 12 more recent samples. Federal political executives not only have a great many degrees, but they have them from good institutions. Considering the large number of degree-granting colleges in this country, it is remarkable that data on undergraduate colleges of political executives since 1933 show that 19% came from Yale, Harvard, or Princeton, 6% were from other Ivy League institutions, and 15% more were concentrated in a dozen other colleges including such leading private institutions as Chicago, Stanford, and North- western, and such major state universities as Wisconsin, Michigan, California, North Carolina, and Minnesota. The convergence at major private and state 13 universi- ties was even sharper among those earning graduate or professional degrees. To be sure, many poor lads manage to graduate from high-status institutions. Nevertheless, the implication in these figures of predominantly high socio-economic status origins is supported by the report that 17% of the political executives studied by Brookings received pre-college education at one of a list of eighteen select prepara- tory schools in the Northeast. 14 A boy who goes to Groton and Harvard has a vastly greater chance of becoming an assistant secretary than his counterpart who attends the local public high school and a nearby state or private college. What accounts for the difference? No doubt it is partly a difference in character or quality of education at the elite institutions; partly a matter of acquiring motivation, outlook, and expecta- tions for a career that may lead to high public position; and partly a matter of making the friendships and connections that will ease the way to the sort of career expected. Disentangling the elements of "merit" and "privilege" in such a career line is no easy matter. Career executives are educated at a more diverse set of institutions than their political superiors. Leading numerically in the Warner analysis of this group were such urban universities as George Washington and City College of New York. Al- though such leading state universities as California and Wisconsin were among the top producers, the bulk of degrees were spread widely among the nations's state, municipal, and private institutions. Although the Ivy League was well represented, no Ivy League college ranked among the firstten. 15 The pathways to the top are also fairly clearly marked, especially for the career executives. The great majority of those who reach supergrades enter the service relatively young and arrive at the supergrades in their late 40's and early 50's after a career in one or two agencies. According to Stanley's data, less than 5% had served in more than three federal agencies, and Carson and Paul pointed out 16 that a high percentage of the interagency transfers occur relatively early in the careers. - 4 - Henry, Presidency and Executive Staffing The narrowness and "closed" nature of the multiplicity of career ladders comprising the federal service is further underlined by what career executives report about how they got their present jobs. They tend to be either straight promotions or movements outward and upward to higher positions as a result of prior acquaintance or service with people who are in position to hire them. 17 Political executives, of course, end to enter federal service after estab- lishing other careers. Although there have been some variations from administration to administration, the distribution of prior occupations of political executives has been quite stable. From Franklin Roosevelt through the early Johnson appointees, 24% of the political executive appointees had primary occupations in business, 26% in law practice, 7% in education, 2% in science or engineering, and 6% in miscellaneous private pursuits. However, 36% came from primarily public service careers, including 4% from elective public service, 22% from federal appointive service, and 9% from state or local appointive service. Until recently, the main variations from these patterns have been in the administrations of President Truman, who relied unusually heavily on appointees with long government service, and of President Eisenhower, who drew less from government and more from business 18 Other breakdowns of Brookings data emphasize the tendency for political executive appointments to go to individuals who have pursued "in and out" if not continuous federal careers. Out of 1, 567 appointments (some individuals receiving two or three), 29% went to persons who had held other political executive posts in the same agency, 8% had held political executive jobs in other agenices, 24% had held lower level non-career appointments in the same agency, 37% had held lower level non-career posts in other agencies, 14% had held career jobs in the same agency, 11% had held career jobs in other agencies, 6% had been in Congress, 1% on the federal bench, and 7% had held national party office. Only 15% had had no. discernible previous national-level political or administrative experience. 19 The Mann-Doig study sheds important light on the typical route to political executive office. It has been mainly a departmental system. Despite their formal status as presidential appointees, most assistant secretaries and the like have re- ceived their appointments as a result of prior service in the agency, personal ac- quaintance with other departmental officers, and other experience and connections revolving around the agency's substantive program. Despite efforts of most Presi- dents to put a personal stamp on their administrations in the initial staffing, the bulk of appointees, especially after the administration had been in office for some time, were program rather than President or party oriented. 20 Our information is perhaps least satisfactory concerning the personalities of political and career executives and the attitudes they have about their careers and their political and administrative roles. The Brookings study by Stanley indicates that the very top career executives have strong positive motivations for "getting things accomplished" in the public service and feel that although they might make more money - Henry, Presidency and Executive Staffing elsewhere their work would be less interesting professionally and lack the satisfactions of service. This study found a remarkable amount of satisfaction of top career execu- tives with the basic outlines of the system in which they had risen to the top, and surprisingly few or specific ideas about how it might be improved--except of course by more pay. The attempts to develop psychological profiles of federal executives in the Warner book are perhaps the least satisfactory aspect of that study. 21 In summary, the federal high bureaucracy is overwhelmingly white and male and predominantly Protestant in its composition. Although a considerable number of men of blue and white collar origins manage to qualify by educational achievement, the greater number come from upper middle and professional class families who find it relatively easier to inspire and finance their sons through a few of the nation's leading universities whose alumni dominate the service. The non-tenured political executives who are supposed to keep the career services responsible are even less socially, ec.onomically, and educationally representative of the nation as a whole than the career men. The careerists tend to rise to the top on narrow ladders of de- partmental or functional specialization. The political executives tend to have broader experiences, but there are increasing elements of careerism in this group as well, and the appointment process often has amounted to presidential acceptance of the man who rose to the top of the whirlpool of departmental interests. How has the legitimacy of such a group been maintained? In large part, no doubt, it is because federal executives, although not mirroring the nation, have repre- sented much of what the nation has admired and aspired to. Whether that is still true, in this summer of urban discontent, is not entirely clear. Although the bu- reaucracy is also responsible to Congress and the courts, the nation's most active agent in this respect is the popularly elected President. How does the system for choosing these men affect the President's ability to direct and lead the executive establishment? Defining the President's Interest A strong presidential interest in the higher appointments has always been recongized, but there have been constantly changing and frequently controversial views of how that interest should be defined and advanced. For the most part, Nineteenth Century Presidents used the appointing power to reward electoral supporters and consolidate their partisan and factional positions. The rise of the merit system removed increasing numbers of lower level appointments from the patronage area, which was generally acceptable to the President as long as scandal was avoided, a sufficient number of appointments were available for his own purposes, and the remainder were denied his enemies. Both the presidential appointments and the non-presidential but exempt positions continued to be used primarily for patro- nage purposes well into the New Deal period. - 6 - The Brownlow Committee, which had the gift of prophesy about a great many things, defined the President's interest largely in terms of an extension upward of the merit system and sharp curtailment in the number of presidential appointees. The Committee's staff study of personnel administration, by Floyd Reeves and Paul T. David, called for limiting the presidential appointments in each department to the secretary, under secretary, and possibly a handful of staff assistants. A sharp line was to be drawn between these political appointees and the career service, which in each department was to he ad up in an executive officer--the equivalent of the permanent undersecretary--supported by assistant executive officers and bureau chiefs all on a career basis. 22 The political assistant secretaries apparently were to be eliminated altogether. The Committee itself did not go quite SO far. It affirmed the need for a "sufficient number of high policy-determining posts at the disposal of a newly elected President to enable him and his administation to control the service. 23 The Committee defined the policy determining posts as including the department heads and under secretaries, assistant secretaries, and the most important bureau chiefs. It also discussed the ill effects on both the President and the department head of having the President make subordinate appointments within the department. It proposed to extend the merit system upward within the departments, with exceptions to be made "only in the case of such of the highest positions as the President may find to be principally policy-determining in character " The Committee recommended further that all positions in the departments then filled by presidential appointment should be filled by the department or agency head "except under secretaries and officers who report directly to the President or whose appointment by the President is required by the Constitution. 24 By implication, the assistant secretaries were to be the department head's appointees. For control of the departments, the Committee apparently was willing to rely mainly on the President's hierarchical authority running to the department heads and to leave appointments below that to either the department head or the merit system. Although the Committee recommended that the staff of the central personnel agency and the personnel offices of the operating departments should be regarded collectively as a unified career service of personnel administra- tion 25 there was little to suggest that the Committee thought of the bulk of the civil service as anything but a collection of departmental career services. Indeed, the idea of the permanent executive officer at the apex of each department im- plicitly strengthened the idea of the departmental career service. Subsequent history unfolded in several ways that were unforeseen. Although the next twenty years saw a gradual reduction in the presidential appointments at lower levels, the number of top departmental officers appointed by the President did not shrink but rather expanded. Continued growth of the government and the ex- perience of World War II and Korea led to recognition of need for more assistant secretaries, not less, and by the mid '50's the typical department had four or five where it had had one or two in the '30's. - 7 - Henry, Presidency and Executive Staffing Moreover, some long-range trends in the position of the President and the character of the bureaucracy were producing important changes in the political executive jobs. With the increasing domination of his party by the President, there was considerably less necessity and tendency to use these positions for traditional partisan and factional purposes; in fact the evolving nature of the government put a premium on substantive knowledge and managerial skills instead of old-fashioned political credentials gained by party organization and campaign service. There was a brief resurgence of interest in patronage at the advent of the Republican administration in 1953, but this soon spent its force, and by the end of the Eisenhower era it was widely recognized that traditional considerations were becoming almost irrelevant in the filling of these jobs. The Second Hoover Commissions's Personnel Task Force report and recommenda- tions in 1955 both crystallized the implicit agreements of the previous twenty years and set many of the goals for the next twenty, although there remained much disagree- ment about the particular methods. The experience of the Eisenhower transition had demonstrated, and the Commission affirmed, that the continuity and neutrality of the career service could be maintained only by the insulation provided by a substantial number of political appointees who would take the heat and change with the administra- tion. The Task Force's use of the term political executive" and the spelling out of their functions served to legitimatize the existence and need for such people. The Task Force also emphasized that political executives should be considered agents of the President, with no apparent worries about diluting the department head's authority with presidential appointees serving under him. 26 With reference to the career employees, the Commission stated forcefully an idea that had been creeping into the discussion for some time--the need for in- creased mobility among agencies and if possible the development of a corps of career executives of government -wide orientation and experience rather than narrow de- partmental outlook. About the methods to achieve these objectives there was and still is considerable disagreement. The Commission's wish to draw a sharp line between political and career executive positions, and to establish a Senior Civil Service of career executives who would hold rank in their persons like military or foreign service officers and leave control of their careers to a centralized assignment process de- signed to provide mobility and diversity of experience, proved controversial and im- possible of realization. Search for an Organizational Link During this evolution of doctrine about the President's interest in the personnel system, efforts to establish an organizational focal point to guard that interest have taken a variety of forms--none of them long lasting. -8- Henry, Presidency and Executive Staffing The Brownlow Committee, enunciating a doctrine of 'positive personnel management, "recommended converting. the three-man, bipartisan Civil Service Commission into a Civil Service Administration which would be one of the principal staff arms of the President in the new Executive Office. The agency would be headed by a single Administrator chosen under merit procedures but serving at the pleasure of the President; a seven-man Board attached to the Administration would provide advice and serve as watchdog over the merit system but would have no direct re- sponsibility for personnel management. The function prescribed for the Administration had to do entirely with consolidation, extension, and management of the career services. Any staff work in connection with presidential appointments presumably would be left to the departments or handled by the expanded White House staff, but the Committee did not describe these arrangements. 27 The bipartisan Commission proved to be politically untouchable. Even when establishment of the Executive Office was finally authorized, in 1939, the Commission was excluded from the President's reorganization authority and left intact. One of FDR's six new administrative assistants was designated as Liaison Officer for Per- sonnel Management with responsibility for linking the President and the Commission and for coordination of personnel matters not under Commission jurisdiction. This office was manned by a former civil servant and seems to have confined its attention to the career services. In Roosevelt's time, presidential appointments were managed by other White House functionaries or the President himself. In the Truman administration, White House staff work on political and career personnel was merged in the person of a presidential assistant, Donald Dawson, who does not seem to have dealt very strongly with either, although there were attempts toward the end of the administration to develop a set of files and procedures to put the screening of presidential appointees on a somewhat more rational basis than ever before. The First Hoover Commission in 1949 recommended more presidential in- volvement with the career services and a reorganization of the Civil Service Commission to place responsibility for its administration on the Chairman, who would also be designated Personnel Adviser to the President. Later in 1949 the "strong chairman" scheme was installed at the Commission by reorganization plan, but the chairman was not given additional duties as presidential adviser. The "two-hat" arrangement was officially established early in the Eisenhower administration when Commission Chairman Philip Young was also designated as Personnel Adviser to the President. In his White House capacity Young took over the aspects of merit systems coordination that had been handled by the Dawson office. Although according to some reports he had more to do with patronage and presidential appointments than met the eye, Young's White House duties were mainly with the various career services. Meanwhile, a succession of other White House special assistants had primary responsibility for the political appointments. However, under Eisenhower doctrine which placed primary responsibility on the department and agency heads for recommending appointments in their bailiwicks; the White House office never developed into a powerful force in its own right, serving for the most part as a checkpoint for recommendations and political clearances. - 9 - The Second Hoover Commission Personnel Task Force, reporting in 1955, criticized the "two-hat" system, alleging at least potential incompatibility of the two roles. As Chairman of the Commission the incumbent had to symbolize and guard the merit system; as presidential adviser he "must consider all sorts of personnel questions which may be far afield from the cafeer service, and he is subject to more patronage pressure than he would be as Chairman of the Civil Service Commission alone. 28 Perhaps in response to this criticism, a little later in the administration when Young resigned and the Chairmanship of the Commission was awarded briefly to a congressional lame duck, the two functions were split again. A former Assistant Secretary of Laber, Rocco Siciliano, served as White House special assistant for personnel matters for most of the remainder of the Eisenhower administration, dealing primarily with the career services. About 1958, when a bill sponsored by Democratic Senator Joseph Clark proposed to establish a single personnel administrator similar to the old Brownlow recommendation, the administration backed away. President Kennedy did not keep a White House assistant for personnel in a role like the one Siciliano had played. He looked to his Civil Service Commission Chairman, John W. Macy, Jr., both for administration of the Commission and the classified service under its jurisdiction and for general advice on career systems (with some help from the Budget Bureau). Kennedy did, however, institutionalize the President's interest in the presidential appointments to a greater extent than any of his predecessors. Before inauguration, Kennedy used the frequently described Talent Scout group to help identify potential appointees for his administration. He interested himself not only in the top but in what he considered the crucial appointments at second or third levels in some departments. By inauguration day the Talent Scout group was scattered, but one of the chief scouts; Ralph Dungan, was established as a special assistant on the White House staff. 29 Dungan gradually built up a staff of several professional level people to assist in the screening and recruitment of presidential appointees. Personnel, however, was not Dungan's exclusive concern; he had other more or less standing areas of interest, including foreign aid and Latin American affairs. At least in the beginning, there was an attempt at functional separation between the aides who were supposed to be concentrating on identification of quality talent for the crucial policy and administrative posts, without too much regard for political considerations, and another group that was primarily concerned with keeping general files of jobs, vacancies, recommendations, and appointments to the large number of low-level or honorary and part time posts that were considered the bread and butter of White House patronage. We will look at the Kennedy staff operation in greater detail in a moment. When Dungan left the White House after the Johnson succession and the 1964 election, arrangements were re-cast in their present form. Although he did not receive an additional commission or White House title, Chairman Macy was given special duties as the President's chief adviser on presidential appointments. Macy now supervises White House staff work on appointments at all levels, including both the "quality" and the "political acceptability" aspects. -10- Henry, Presidency and Executive Staffing Thus we now have, unofficially, a federal personnel administrator and adviser with wider scope of responsibility than any predecessor seen in the flesh or envisaged. Although Macy is commonly said to wear two hats, by comparison with Brownlow's Civil Service Administrator or such previous figures as Philip Young, he wears three or four. That is, he combines (1) his official role as Chairman and principal ad- ministrator of the general classified service under the Civil Service Commission, with (2) additional duties as presidential adviser on civil service problems in other merit systems, (3) identifier and preliminary recruiter of presidential appointees at all levels, and (4) staff man with responsibility for securing most of the evaluations and political clearances on prospective appointees. Macy performs these functions under the continuous scrutiny of LBJ himself, whose interest in all kinds of personnel matters, both political and career, is such that it is only slight exaggeration to say that the President himself is the government's chief personnel officer. Staffing the Presidential Appointments Apparently all Presidents have felt occasional impulses to bring more system and rationality into the process of decision on appointments. The nature of the problem and need has been defined in different ways at different times. Franklin Roosevelt is said to have become weary of the "same old faces" from around Washington and New York and to have yearned for the fresh talent that he was sure must be somewhere out there in Arkansas or Wyoming or Minnesota if he only had ways of finding it. To be sure, the Democratic Senators and Committeemen could always supply names, but such recommendations could not be relied on for appoint- ments that counted for anything except patronage, and there never seemed to be time 30 to dig out good new people in advance of the time that important vacancies arose. President Truman, who most of the time dealt from a position of weakness in factional and public support, had to cope both with the problem of equitable distri- bution of patronage and with an apparently genuine shortage of well-qualified people. willing to accept important posts in the military, foreign affairs, and economic mobilization agencies during the Korean period. It was about this time that the "government executive problem" first began to be cast in modern terms. 31 The job of, say, assistant secretary of the Air Force, demanded so much substantive or managerial ability that traditional sources of political recruitment could produce no qualified candidates; but the qualified prospects who could be located by other means tended to be unmotivated for the job, often had potential conflicts of interest, and usually little or nothing in the way of political credentials--indeed, often were for one reason or another politically untouchable. It was in this period that Dawson and his assistant, Martin Friedman, made the first important attempt to build up a set of files on individuals who had been recommended or had come to their attention. According to Dean Mann, this office never became effective with respect to the hard-to-f jobs It served mainly as 2 clearinghouse for information and did little in the way of evaluation or active recruitment. "Moreover, it focused attention on meeting the demands of those whose stakes were political in nature rather than on the promotion of effective policy leadership. "32 - 11 - Henry, Presidency and Executive Staffing The Eisenhower administration's efforts in this respect suffered from changing objectives and were largely abortive. In the re-inaugural Hotel Commodore period, some of Eisenhower's associates, with the aid of a management consulting firm, attempted to identify the key jobs that would have to be filled and to locate high quality prospects--usually businessmen who combined Eisenhower support credentials and executive talent--to fill them. This operation had a good deal of success in making the first round of executive appointments. However, the key people in it did not join the White House staff, and shortly after inauguration control of appointments began to slip in two directions. One the one hand, in the interest of party harmony Eisenhower committed himself to greater attentiveness to party and congressional sources in the making of appointments, so that powerful senators and committeemen were increasingly in position to exercise vetoes and occasionally virtually to demand that certain people be taken care of. On the other hand, Eisenhower firmly believed in the administrative principle of giving subordinates control of the means to fulfill their responsibilities, so that it was increasingly left to the department heads to find and evaluate prospects, carry on the necessary political maneuvers, and make recommendations to the White House which ordinarily would be followed. The center of gravity on appointments remained in the departments, and the White House personnel office, as before, served mainly as clearinghous with occasionally some wider latitude in filling the lesser presidential appointments that did not clearly fall within the scope of a department. The effect of all this was to accent the natural centrifugal tendencies of the system. It produced in the first Eisenhower administration a considerable number of appointees who were politically incongruous with the objectives being enunciated from the White House, and in the second administration, after partisan and patronage pressures had eased, an aggregation of appointees who were mainly department or agency oriented and inclined to look with suspicion on White House efforts at policy leadership. 33 The Kennedy Experience The Kennedy inner circle set out with enthusiasm and a fair measure of sophistication to place what were usually referred to as "our kind of guys" in the principal positions. I have already referred to the pre-inaugural Talent Scout operation in which Robert Kennedy, Sargent Shriver, Ralph Dungan, and several other staff men extending the search for prospects beyond the usual political sources to include the best law firms, foundations, universities, non-profit organizations, and business organizations. The Talent Scouts scattered after inauguration but were replaced by a lower-keyed personnel activity at the White House under Dungan's supervision. In summer of 1961, Dan H. Fenn, Jr., a young faculty member from the Harvard Graduate School of Business, joined the staff as the principal executive recruiter. Fenn, in turn, gathered a staff that varied from two to four assistants-- mostly relatively young men from the career service. 34 - 12 - Henry, Presidency and Executive Staffing Fenn's group set its goal as the identification of "quality" prospects for the principal policy and managerial posts. The lower-level, traditional patronage po'sts and the usual sources of political referrals were to be left to others. Fenn intended to operate at the level where the job sought the man and to let others judge, when the right man had been found, whether he was politically acceptable. It was recognized that, next to the President, the department head had the strongest interest in the appointment. Department heads were encouraged to make their own recruiting efforts a nd recommendations to the President. The President and his staff might not accept departmental recommendations and might make counter suggestions, but would not ordinarily force subordinates on the department head. Where the department head was cooperative, Fenn tried to work with him in defining the character of the job and the kind of man sought and scouting up prospects for his consideration. Where the department was not cooperative, Fenn tried to have alternatives available to give the President directly if he wanted them. It was not assumed that the eventual choice should always originate with the White House recruiters. The aim was to guard the presidential interest and keep the departments on their toes by always having well-qualified alternatives to put up against the kinds of candidates who might emerge from departmental search or be proposed by other political and interest group sources. Prospects for consideration were identified in various ways--scrutiny of the many available lists of persons active in politics, business, education, and public affairs; personal suggestions by department and White House staff members; political referrals; and an occasional volunteer who was sufficiently impressive to be taken seriously. Also, as an aid in checking the qualifications of prospects and securing new suggestions when needed, Fenn developed a list of trusted persons all over the country who were used as contacts and references. This list, classified by geo- graphic area and field of activity, was heavily relied on for evaluations. Dossiers on individuals who had passed at least preliminary screening went into a file of several hundred prospects which was supposed to be kept up to date. The "ready file" emphasized individuals with wide experience and general managerial talent, who might be fitted into a variety of posts but was also classified by general fields of interest. There was a special category of "bright young men" of limited experience but high motivation and adaptability who might be fitted into junior posts as needed. Typically, when the prospects for a vacancy had been narrowed down to two or three, a more intensive check of references and credentials was made, someone in the White House (usually not of the Fenn group) was asked to determine political acceptability, and inquiries were made as to the prospects likely availability: When- ever possible these things were done quietly and indirectly, to avoid disappointing the unsuccessful, but occasionally there was no alternative to calling a man in to discuss the possibility of an appointment. When a tentative choice had been made or ratified by the President, someone on the staff would talk to the candidate to make sure he would accept the appointment if formally offered; the idea was to avoid em- barrassing both the President and the man by a direct refusal of a presidential offer. - 13 - Henry, Presidency and Executive Staffing Actually, according to the staff, turndowns at the late screening stage were rare; if the staff work was done right, people who pretty clearly would not be available were spotted early and removed from consideration. Although one cannot be certain on the basis of the limited information available, it appears that the Dungan-Fenn recruiting activity functioned with a fair degree of success through most of the Kennedy administration. The presidential interest, as conceived by the staff, was made operative in the appointment process in a stronger way than ever before. It was, of course, mid-administration and a time of relatively low turnover, but nevertheless-a considerable number of promising under and assistant secretaries, deputy assistant secretaries, commissioners, and directors of special programs were seeded into the federal system. The office also proved its utility in special projects of particular interest to the President, such as attempts to get more Negroes into upper administrative levels and to re-staff the much battered foreign aid agency. Nevertheless, it must be noted that the Fenn staff operated under some conditions that definitely limited its impact. For one thing, it appears that al- though President Kennedy understood the importance of placing his men rather than the department's, the Senate's or the interest group's men in the important jobs, his personal interest in appointments tended to be selective rather than comprehensive and sustained. He might take great pains with the choice of, say, an ambassador to Paris, but deal rather casually with a bureau chief in Interior. For another thing, Fenn did not ordinarily deal with the President directly, but usually through Dungan, who had several responsibilities in addition to personnel and, although an old and trusted Kennedy staff man, may not have had quite the access to the President en- joyed by such persons as O'Donnell and O'Brien--or Robert Kennedy. Under these circumstances, the Fenn group never established an exclusive right to the inside track with the President on appointments. The President continued to permit--or perhaps encourage--other members of his staff to dabble in recruiting on occasions, and more than once the Fenn group discovered that an important position had been committed to someone they had not realized was under consideration. Finally, the Fenn activity suffered from blurred jurisdiction with another personnel group under Dungan's supervision. Usually referred to as "the Dorothy Davies operation," this was a staff activity and set of files from which names were pulled for lesser presi- dential appointments, more or less honorary commissions and advisory bodies, and the presidential patronage generally. The distinction in principle between executive recruiting and political appointments proved difficult to maintain in practice and in the minds of the clienteles with which the White House had to deal. These factors may or may not have something to do with the fact that shortly before President Kennedy's death it was announced that Fenn was leaving the White House for a seat on the Federal Tariff Commission. For several months thereafter Fenn's staff carried on under Dungan's direct supervision Late in 1964, Dungan left and it was announced that Chairman Macy of the Civil Service Commission would assist the President with the re-staffing of the administration that would be required as the - 14 - Henry, Presidency and Executive Staffing President entered the full term to which he had been elected. Although, as noted above, Macy received no White House title, he did assume direction of Dungan's personnel staff. Since then there has been a gradual change of methods and an almost complete turnover of men on that staff, with only one of the principals going back to Dungan's time. The Johnson Approach The Johnson-Macy recruiting effort, as developed through mid-1967, differs 35 in some important ways from the operation under Kennedy. The change begins with the President himself. President Johnson's personal involvement is intense, continuous, and comprehensive. There is apparently some- thing of the old professional politician.'s natural interest in jobs, but also a grasp of the importance of appointments. in both controlling current policy and shaping the future of the government. Johnson, it is said, feels keenly that every presidential appointee represents the President in more than just a nominal sense. This leads him to scrutinize with care not only the principal departmental appointees but also the lesser and more or less honorific appointees and those that have traditionally been left largely to the principal department concerned. (It also leads him to what some consider excessive concern that his appointees be loyal supporters of the administration across the entire range of its policies, not just in their own areas of responsibility.) LBJ's appetite for staff work is said to be insatiable: there is a constant demand for more names, new names, more information about prospects, and re-thinking of the requirements of the job being filled. No matter how thoroughtly the staff has investigated a prospect, the President is likely to make a few phone calls on his own or to send the recommendation back for checking an idea that has emerged from his own memory of people and events in Washington over the last thirty years. If, as the papers say, he becomes furious at leaks or premature speculation he regards as intended to probe his intentions or force his hand, that is consistent with the remainder of the pattern. This strong presidential interest had led to high status for the personnel man. Macy deals directly with the President on a daily basis. Furthermore, he and his staff seem to have established, if not the right to the last word, at least the expectation that they will get their word in on virtually all personnel decisions. Recommendations reaching the President from other sources are routinely sent to the Macy staff for comment and further evaluation. Having learned this, the department heads increasingly send their recommendations to the President through Macy or, better yet, work with the Macy staff in an effort to reach joint recommendations. As before, the departments are encourated to take thought of their own personnel needs. Such trusted department heads as McNamara, who has a reputation for competence in this in many areas, iven a good deal more latitude than others. But it is clear that the center of gravity on personnel decisions has shifted noticeably in the direction of the White House. This apparently is clearly the case - 15 - Henry, Presidency and Executive Staffing with ambassadorial appointments and may also be true of the federal judges. The previous attempts at distinction between responsibility and procedures for handling the major and minor, the "quality" and the patronage presidential appointments have been given up. The same staff processes all the appointments including the investigation of both personal ability and politcal factors. Although this may mean more politics in some appointments, it means less in others. The custom of congressional clearance--or at least prior notification--is still followed, but the routine and mechanical clearances of all appointments through the national committee and state organizations that have been customary in some administrations are not part of the process. The President dominates the party organization and is determined to control the administration; he issues the political clearances. In addition to Macy, who divides his time between the Commission and the White House, the present staff consists of four professionals who have more or less standing assignments to keep in touch with and recruit for particular clusters of agencies, plus a fifth man who is responsible both for overseeing the files and records and for dredging up names in large batches for various part-time and temporary ad- visory boards, commissions, and delegations. As before, the staff is composed of relatively young career types. It is clearly understood that no one holds these jobs too long and turnover in about two years is the norm. The procedural core of the system is a set of files on some 30,000 people, of which about half are considered active and kept more or less up to date. The present staff considers that one of its principal accomplishments has been the consolidation into a single system of the various sets of files on prospective personnel which pre- viously had been officially and unofficially kept around the White House. The Macy group claims now to be tied into the presidential paper flow in such a way that every White House communication that might bear on personnel gets scanned for infor- mation that may be used to start a new file or add to an existing dossier. Recommenda- tions and evaluations are cross-filed both by recommender and recommendee. Other inputs come from scanning of newspapers, documents, and other sources in which significant information about the lives and careers of prospects might be recorded. Files on individuals who have been under active consideration are of course heavier with informal notes, and evaluations. Although insiders credit the idea to Dungan, the Johnson staff has installed the most publicized innovation in the process--a computer. The key to the files is a set of computer tapes which store basic information on each individual in the files. The computer holds mostly standard and public biographical data, with each indivi- dual coded for fields of interest by the job code used in the Census of Manufactures. The evaluative material is in the files, not the computer. Thus it is an exaggeration to suggest, some have done that the Johnson administration is "selecting people by computer. The personnel staff may start the canvass of possibilities for a given position by asking the computer for names of, say, midwest college presidents, or 16°- Henry, Presidency and Executive Staffing electronics executives with Department of Defense experience. When the list is compiled, the staff then can pull the files to see which ones merit further scrutiny. But there still remain the problems of knowing what kinds of lists to ask the computer for, how to obtain and weight evaluations and judgments about the individuals whose names are spewed out, and when to shift the search into new categories of personnel. In addition to the "talent bank" of prospects the office also has--for the first time, it is claimed--a complete and current inventory of presidentially appointed positions, and a matching list of incumbents, both on computer tape. Recent Johnson Appointees What effect is the Johnson system having? The exact nature of the linkage between the system for screening appointees and the qualitative character of the product is to some degree conjectural. There may be those who will argue that the kinds of appointees who emerge are determined by the President's predilections, his political situation, and the nature of the market in which he seeks to recruit, and that the personnel recruitment system has at most a marginal influence. Personally, I suspect it is more than that, but at any rate it is clear that the Johnson appointees now being produced by the system differ in some discernible ways from the Eisenhower, Kennedy, and early Johnson appointees. The Stanley-Mann Brookings data analyses the backgrounds of over 1,000 principal political executives since the New Deal, with comparisons of the Roose- velt, Truman, Eisenhower, Kennedy, and Johnson appointees through March 30, 1965 3.6 Using definitions and methods as nearly identical to Brookings as possible, my re- search assistant, Mr. Joseph Rudolph, has analyzed 100 Johnson appointees since the Brookings cut-off date--a group that includes virtually all the Johnson appointees at the indicated levels between March 1965 and June 1967. It is commonly said in Washington that Johnson has a preference for people he regards as fellow professionals in the running of the government. This is borne out by data on the recent Johnson appointees showing a sharp rise over the Eisen- hower, Kennedy, and early Johnson appointees in the proportion whose prior careers had been primarily in some form of public service. Tabulation of principal prior occupations showed "public service" for 43% of the later Johnson appointees, which is 6% higher than for his earlier appointees, 10% higher than Kennedy's, and 14% higher than Eisenhower's. Of the 43%, the great majority--38%-- were from federal appointive service. Elective political careerists at 3% and non-federal appointive careerists at 2% were fairly consistent with previous groups. Although exceeding FDR, Eisenhower, and Kennedy in the proportion of appointees with long experience in public office, Johnson still is not relying on insiders to quite the same extent as Truman, who made 52% of his appointments from public service careerists. Johnson's recent appointees also show some important - 17 - Henry, Presidency and Executive Staffing differences from previous groups in the distribution of occupations of those who were drawn from the private sector. Business and law practi are sharply down, while education, science and engineering are up as sources of talent. Analysis of the kind of federal positions previously held by recent Johnson appointees showed a distribution rather similar to previous appointee groups, with perhaps a slightly greater tendency to promote political executives from both career and subordinate political posts within the same agency rather than across agency lines. The percentage of recent Johnson appointees from career to political ranks was 31%--about the same as for the Truman, Kenneday, and early Johnson groups but much higher than Eisenhower. Of those with prior federal administrative service, the median years of service was 5.0 for those whose service was in the same agency, and 5.8 years for those whose service was in a different agency. These figures, too, are not as high as those for the Truman administration but noticeably higher than others since. The conclusion that Johnson in relying to an increasing extent on persons who are essentially Washington careerists in either political or civil service is bolstered by data on the geographic locations in which recent Johnson appointees had their principal careers prior to appointment. The South Atlantic region, which includes Washington, D.C., was up to 57%, which is an all-time high for any administration, including Truman's. Washington itself accounts for 55% of Johnson's recent appointees (as compared to 45% for Truman, 19% for Eisenhower, 31% for Kennedy, and 34% for early Johnson appointees). Of the other regions, only New England and the West South Central (and you know what state that includes) areas seem to be holding their own as sources of Johnson appointees. The trend toward higher levels of education which has been apparent in the political executives of all recent administrations, continues through the Johnson appointees. The men who never went to college, a group that has been dwindling rapidly among political executives in recent years, are completely unrepresented in the recent Johnson appointees, 96% of whom finished college and have at least bachelor's degrees. Even more impressive is the fact that 75% of the recent group have graduate or professional degrees. Of the recent Johnson appointees, 43% were law graduates, which corresponds to the average of recent administrations. The sharp increase in advanced training comes mainly from those who have earned masters and doctorates of various kinds, including science, engineering, medicine, social science, and public administration. A full 26% of Johnson's recent appointees have earned doctorates. It is interesting to note that tendencies toward educational elitism seem to be increasing under one of our more equalitarian presidents. As compared to other appointee groups, Johnson's recent executives show even higher concentration of undergraduate preparation at the leading colleges. The percentage from the "Big Three" (Yale, Harvard, and Princeton) was 25.5% which is similar to the early Johnson appoin- tees and substantially higher than previous administrations, including Kennedy's. The Henry, Presidency and Executive Staffing icentage from the whole Ivy League, including the Big Three, was up to 36.2%, wher than ever before. And the concentration at a list of 18 leading private and ublic institutions reached 50%. Among the leading institutions, in the most recent 16 of appointees Yale declined and lost first place to Harvard, but remained ahead Princeton, which declined but still held third place. Of the other private in- mutions, Stanford, Columbia, and Cornell were up, while Dartmouth and Chicago down. Among the public universities, Wisconsin, California, and Michigan old their places, several others declined or were unrepresented altögether, and one--Texas--increased significantly. The concentration at the leading insti- Itions for graduate and professional degrees was about the same as for previous .cups, about three-quarters coming from one of the 18 leading schools. Thus, ne quest for quality seems to lead inevitably to the establ shment. The Presidency and the Career Services Now let us look briefly at the higher levels of the civil service, where some nportant developments have occurred in the past decade and a half and even more important ones may be in the making. In retrospect, one of the crucial events was the creation of the supergrades-- ne addition of levels GS-16, 17, and 18 at the top of the civil service. Established very limited numbers in 1949 andsteadily increased to the present 4, 400, these ositions have provided appropriate recognition, pay, and status for obviously im- contant jobs near the apex of the federal establishment which are not filled by residential appointment. Without them, the promotion and salary structure of he civil service would have been SO compressed that the service could not have *tained personnel of the caliber it has, and the number of presidential positions yould have had to be greatly enlarged. Some might argue that this would be a road thing, but that is not the course of history. Because they are by definition Vecial, the establishment and filling of each supergrade position is subject to "crutiny and approval by the Civil Service Commission on a case by case basis. The Commission is required to make sure that appropriate procedures have been Wowed in every appointment to the 3/4 of the supergrade jobs that are under full Terit coverage, and even for the remainder that are exempt or occupied at the Beasure of the agency head, the Commission must be satisfied that the agency's thoice has reasonable credentials for a job at that level of responsibility. Thus 77 have an identifiable group of elite positions, large enough to justify some syste- Totic attention but small enought to permit fairly effective central supervision. Small "Onder that the Second Hoover Commission thought of creating a presidentially Missioned corps of civilian officers to occupy these positions as a solution to many of the problems of status, tenure, mobility, and policy fragmentation. Roger Jones has given us in a recent article good summary and commentary 'n, the trends of the past decade. 38 As Jones points out, the Government Employees Teaining Act of 1958 was key to many subsequent developments. This Act provided the first general authorization of government sponsored and financed training throughout - 19 - Henry, Presidency and Executive Staffing the federal service. It encouraged not only specific job-related skill training at lower levels but also special training and development for higher professional and executive personnel, to be provided either in-service or in appropriate academic institutions. Under the stimulus of this Act and follow-up nagging by the Civil Service Commission, many agencies in the course of examining and justifying their needs for higher level training, began for the first time to take stock of their career executive personnel, their qualitative and quantitative needs in future years as compared to the replacements coming up the ladder, and the problems of quality recruiting, turnover, and attrition. This led not only to a great burst of new training activities but placed it in a context of serious manpower planning and efforts to institutionalize in most agencies the delicate processes of identifying, developing, promoting, and using the top career executives. Concurrently, examination of the attractiveness of the service and problems of recruiting and attrition helped clinch the argument for another landmark Act, the Federal Salary Reform Act of 1962, which declared the principle that federal pay rates should be comparable to private enterprise pay for the same levels of work and actually brought that principle to realization for most of the service, although falling somewhat short at the highest career levels. Although they lent at least nominal presidential support to these measures, the Eisenhower and Kennedy administrations both worried, although in different ways, about the responsiveness of the career service to legitimate political control. The Republicans feared at the outset tha their policies might be sabotaged for ideological reasons and established Schedule C to enlarge the number of positions at the top of the service occupied at the pleasure of the department heads. As time went by, the Eisenhower people discovered that civil servants in most cases were at least as tractable as Republican patronage appointees, and lived increasingly comfortably with the bureaucrats. Kennedy and his associates entered with little burden of ideological suspicions but became increasingly frustrated by what they regarded as plain bureau- cratic immobilism in many agenices. They went along with the idea of improving the quality of the higher civil service but they remained dubious about getting effective policy leadership from this group and convinced of the necessity of a sizable and vital corps, of political executives. As compared to his predecessors, President Johnson seems to have far more faith in the careerists and hovers over the civil service with unmistakable personal interest. He has promoted large numbers of career men to presidential posts and indicated that he thinks this is a good thing to do. He presides over special recog- nition and awards, ceremonies with obvious enjoyment. He has stepped up the pressure on the Commission and the agencies to employ more Negroes and more women. One might also interpret as evidence of presidential interest the custom begun in this administration of treating almost every civil servant being promoted to a supergrade job to a visit to the White House, interview with presidential aide Marvin Watson, and in some cases a tour of the premises and handshake with the President or Vice President if they happen to be available. Administration sources aver that these visits come only after the individual has been chosen and do not constitute any kind of political clearance; this, it is said, is positive personnel - 20 - Executive Stairing management because it builds morale and reminds departmental officers of their tie with the President who symbolizes the government as a whole. President Johnson also is supporting some important measures that are still pending at this moment. Two bills now before Congress would greatly increase public service training at all levels. One bill provides for a national program of graduate fellowships for public service training, in some respects analogous to the NDEA program for increasing the nation's supply of college teachers, plus an auxiliary program of grants to educational institutions for development of their resources and training programs. Another bill, which owes much to the sponscrship of Senator Muskie of Maine, would authorize sizable federal grants to state and local govern- ments for training and other improvements in their civil services, as well as per- mitting intergovernmental cooperation in training and occasional detailing of personnel. If these bills do not fall victim to wartime economy impulses, they should produce important long-range benefits for the public service--not to mention a boom in academic public administration programs. Training and executive development activities are to be stepped up within the service. In April 1967 President Johnson issued an Executive Order which put into effect most of the recommendations of a blue ribbon presidentially appointed task force on this subject. 39 Perhaps the most interesting provision is f.or a new federally operated center to provide advanced study on a full-time residential basis to selected federal executives at the highest levels. This institution, for which the Civil Service Commission is now planning actively, will climax several years of discussion of the need for what has usually been called a "federal staff college" to have a role for civilians somewhat analagous to that played for military officers by the National War College. The lact development to be noted is a new Executive Assignment System for supergrade positions which will go into effect in November after a year of Civil 40 Service Commission preparation. Although the details are complex, the essentials of the system are about as follows: 1. No involuntary assignment of personnel by a central agency; continued recognition of the right of agencies to make basic decisions, following merit pro- cedures, about recruiting and promotion to their supergrade jobs, and of the rights of individual employees to hold tenure in their existing jobs and make their own decisions about what alternative proferred jobs they will accept. 2. Continued Civil Service Commission scrutiny of agency decisions, with a prospect of increased pressure on the agencies not to promote from within to supergrade lev is without careful examination of alternatives who might be available through outside recruiting or voluntary transfer from other agencies. 3. Requirement that agencies periodically submit and review wih the Commission executive staffing plans covering current and long-range needs and steps to be taken to meet them by executive development, training, outside recruiting, and promotion. - 21 - Henry, Presidency and Executive Staffing 4. Staffing of a new Bureau of Executive Manpower at the Commission in sufficient depth to permit a responsible officer to work closely and continuously with each agency on preparation and implementation of its staffing plan, and on filling of its key vacancies at supergrade level. 5. Establishment of an Executive Inventory containing personnel data on all individuals holding positions at levels GS-15 through 18 (and counterparts in other pay systems), this information to be coded to permit rapid indentification by computer of all individuals who might be referred to an agency for a particular vacancy as well as general analyses of the characteristics of the top-ranking federal work force. 6. Recognition, through a sub-category of Non-Career Executive Assignments, of continuing need for a small number of supergrade positions filled by special pro- cedure and occupied at the pleasure of the agency heads--although appointees must still stand Civil Service Commission quality inspection. According to the Commission, personally prepared questionnaires from about 21,000 of the 26,000 executives whose qualifications will eventually be in the Inventory have now been received and coded SO that referrals can start any time. However, one hears in Washington a certain amount of grumbling about the length and personal nature of some parts of the questionnaire, as well as reports of foot- dragging by some well-established old hands who are not particularly interested in having their credentials handed about or being urged to change jobs. The appeal of the system is mainly to those who are young, ambitious, and don't mind another FBI full field investigation. How much additional interagency mobility this will produce is of course conjectural. Undoubtedly it will make additional opportunities available to career men who might be interested in moving and help break up some of the more outrageously closed agency promotion systems. However, the prevailing mode of thought these days seems to be far more tolerant of the one-or-two-agency career than it used to be; the ideal of the br oadly competent general executive seems harder and harder of realization Although it is the computerized inventory that is attracting the most attention, my personal guess is that the agency staffing review and the rapport between the agency and its liaison officer at the Commission is more crucial. According to the Commission, career executive staffing at the upper levels is now an active concern of top-ranking political executives of most agencies, under con- sistent personal pressure from both Chairman Macy and the President. One hope that the pressure continues until the habit is formed. The Executive Assignment Plan and related developments mark a significant shift of ground from most of the debates and reform efforts aimed at the higher civil service since World War II. The essence of it, if I read the history correctly, is that we have given up trying to reform the civil service by tinkering with formal status. Politicians, civil servants; and reformers all seem relatively unconcerned these days - 22 - Henry, Presidency and Executive Staffing about the line between political and career appointments. National affluence has dulled hunger for patronage and the wariness of bureaucrats, and department heads will take good men from whetever they find them. We have quit trying for a system that will force either civil servants or agencies to accept involuntary interagency transfers. We have given up trying to achieve greater formal tenure security for in- dividuals, as in the rank-in-the-man senior civil service scheme proposed by the Second Hoover Commission, or somewhat less as recently proposed by the Committee for Economic Development. 41 In effect, we have decided to rely for mobility on a combination of natural turnover (the Commission tells us that almost one out of every four supergrade jobs turns over each year anyway) and the working of an expanded, improved, less monopolistic, better policed free market in which agencies and potential employees can find each other. And regardless of how much interagency movement this leads to, improved training and agency executive development plans will make everyone better off and happier with what he has. What will all of this do for the President? Mr. Johnson apparently regards these things as making an important contribution to development and better utilization of the upper career service. To the extent that they lead to more intelligent, more bradly trained, more potentially mobile civil servants with a government-wide rather than parochial view, they should strengthen the Presidency as against the centri- fugal forces we know so well. But the benefits to the President will be indirect. It seems to have been decided, implicitly or explicitly, that an essentially agency- based system will suffice and that no specific organizational link to the Presidency is required except through the Civl Service Commission. Although presidential aides may dabble in career appointments from time to time, the President's own participa- tion is best given in the form of support for general institutional improvements. If this seems less presidential control than some might wish, it may be as much as the system can politically survive. Summary and Prospect As we have seen, our current President participates actively in personnel matters, both political and career, and for the first time has unified personnel adr ministration on the President's behalf under a single subordinate. Although some aspects of President Johnson's interest may be peculiar to him personally, much of this presidential involvement--especially the centralization of staff work on presidential appointments--continues a trend visible under his predecessors. The trend of the past generation toward greater domination of his party by the President has expanded his political latitude in making top executive appoint- ments, but at the same time the increasingly complex nature of the executive branch has narrowed the range of institutional sources from which effective subordinates can be chosen. The last two incumbents have developed and begun to mechanize systematic canvass of the nation' areas where potentially effective appointees - 23 - Henry, Presidency and Executive Staffing may be found. It is not clear that these efforts are bringing much greater diversity in the body of appointees, although they are lessening somewhat the long-time dependence on lawyers. So far, they appear to have accelerated a trend toward domination of the government by an educational elite many of whose members began with distinct socio-economic advantages. They appear also to have accelerated a trend toward careerism in the holding of presidential appointments, and an increasing fusion of the top of the career system with the presidentially appointed group. Although President Johnson shows more signs than His predecessors of wishing to identify with the higher civil service and make it his personal instrument, the reforms he is sponsoring, significant as they are, amount to acceptance and improve- ment of the inherited basic system; the sometime dream of a government-ranging presidential corps of high career officers seems to be fading rapidly. How firmly may one project these trends into the future? Another four years by Democratic control might etch current practice into presidential concrete. On the other hand, although members of the administration resent the suggestion, many aspects of the current situation remind one sharply of the Truman administration. If a party turnover should occur next year, it would undoubtedly bring about a resurgence of interest in patronage, concern about the neutrality of the higher career service, and installation of a more diverse set of less experienced presidential appointees in the top positions. Macy's multiple-hat role would probably be fragmented. Yet I suspect that any successor administration, whatever its initial impulses, will soon find itself approximately where we are now. The requirements of running the executive branch become more and more stringent, and qualified executives no more plentiful. Active presidential control of political appointments, backed up by White House staff work, is a feasible and perhaps necessary means of finding talent and countering centrifugal tendencies of the system. This much, I believe, is a presidential job from now on. Whether it will give future Presidents significantly more control over the executive branch than was enjoyed by their predecessors is not clear. I doubt that many personnel officers have found that routinization of their function leads to an increase in their personal discretion and control-of events. - 2:4 Henry, Presidency and Executive Staffing Footnotes 1. In preparation of this paper I have had the benefit of interviews during the summer of 1967 with several members of the White House staff and other governmental officials whose anonymity probably should be preserved. 2. Paul T. David and Ross Pollock, Executives for Government (Washington: The Brr todkings. Institution, 1967). 3. Marver H. Bernstein, The Job of the Federal Executive (Washington: The Brookings Institution, 1958). 4. John J. Corson and R. Shale Paul, Men Near the Top (Baltimore: The Johns Hopkins Press, 1966). 5. W. Lloyd Warner, Paul P. Van Riper, Norman H. Martin, and Orvis F. Collins, The American Federal Executive (New Haven: Yale University Press, 1963). 6. Dean E. Mann with Jameson W. Doig, The Assistant Secretaries (Washington: The Brookings Institution, 1965). 7. David T. Stanley with Dean E. Mann and Jameson Doig, Men Who Govern: A Biographical Profile of Federal Political Executives (Washington: The Brookings Institution, 1967). I am indebted to friends at Brookings for access to the page proof of this imminently forthcoming book. 8. David T. Stanley, The Higher Civil Service (Washington: The Brookings Institution, 1964). 9. Warner, et.al., esp. pp. 12-13. 10. Stanley, Mann, and Doig, pp. 14-16. 11. Warner, et.al., pp. 107-110. 12. Stanley, Mann, and Doig, pp. 17-20. 13. Ibid., pp. 21-23. 14. Ibid. pp. 20-21. 15. Warner, et.al., pp. 131-136. 16. Corson and Paul, P. 14 and Appendix B; Stanley, pp. 31-33. - 25 - Henry, Presidency and Executive Staffing 17. Stanley, pp. 56-57. 18. Stanley, Mann, and Doig, pp. 31-33. 19. Ibid., pp. 41-42. 20. Mann and Doig, PP. 64-124, esp. pp. 91-99. 21. Stanley, pp. 59-65; Warner, et.al., pp. 191-250. 22. President's Committee on Administrative Mangement, Report With Staff Studies (Washington: Government Printing Office, 1937), pp. 121-122. 23. Ibid., p. 8. 24. Ibid. pp. 9. 25. Ibid., p. 10. 26. Commission on Organization of the Executive Branch of the Government, Personnel and Civil Service, and Task Force Report on Personnel and Civil Service (Washington: Government Printing Office, 1955). 27. President's Committee on Administrative Management, pp. 11-12. 28. Commission on Organization of the Executive Branch of the Government, Task Force Report on Personnel and Civil Service, Ps 144. 29. Laurin L. Henry, "The Transfer of Power" and "The New Administration" in Paul T. David (ed.), Presidential Election and Transition, 1960-61 (Washington: The Brookings Institution, 1961); Mann and Doig, pp. 269-270. 30. This is the author's recollection from conversations several years ago with James H. Rowe, Jr., who worked on appointments as a Roosevelt Administrative Assistant. 31. John J. Corson, Executives for the Federal Service (New York: Columbia University Press, 1952). 32. Mann and Doig, p. 269. 33. Laurin L. Henry, Presidential Transitions (Washington: The Brookings Institution, 1960), pp. 639-686; Mann and Doig, pp. 87-123. 26 - Henry, Presidency and Executive Staffing 34. This account of the Kennedy staff operation is based on interviews with Fenn and others who participated, August 1967. 35. This account of the Johnson staff operation is based on interviews with several participants and close observers, August 1967. 36. The data on previous appointees, with which Johnson's recent appointees are compared in the immediately following paragraphs, is from Stanley, Mann, and Doig, op.cit. 37. These figures are roughly consistent with a breakdown provided by a White House staff member, who indicated that through 1966, the origins of Johnson's appointees in all categories were: Federal Government 45% Civil Service 21% Foreign Service 19% Legislative Branch 2% Military 2% Business 15% Law 16% Universities 14% Unions 1% State and Local Government 9% 38. Roger W. Jones, "Developments in Government Manpower: A Federal Perspec- tive," XXVII Public Administration Review (June 1967), pp. 134-141. 39. Presidential Task Force on Career Advancement, Investment for Tomorrow (Washington: U.S. Civil Service Commission, 1967); Executive Order 11348 and accompanying Statement by the President, April 20, 1967. 40. Executive Order 11315 and accompanying Statement by the President, November 17, 1966; U.S. Civil Service Commission, "The Executive Assignment System," and "Questions and Answers on the Executive Assignment System" (mimeographed releases, November 1966). Interview, Mr. Seymour Berlin, Director, Bureau of Executive Manpower, August 8, 1967. 41. Improving Executive Management in the Federal Government, a statement by the Research and Policy Committee of the Committee for Economic Development, (New York: Committee for Economic Development, 1964), p. 48. - 27 - 4 November 11, 1968 To: Richard M. Nixon From: Franklin B. Lincoln, Jr. EXECUTIVE OFFICE OF THE PRESIDENT I have conferred with Charles S. Murphy, Coun- selor to the President, and Mr. William J. Hopkins, Ex- ecutive Assistant to the President, with regard to the appropriation for and expenditure of funds by the Execu- tive Office of the President. Additionally, I have con- sulted relevant Federal statutes and Congressional ap- propriations to ascertain the extent of funds available to the Executive Office. Chapter 2, Title 3 of the United States Code provides for the term of office and compensation of the President. As authorized by that statute, the Congress made certain appropriations for the Executive Office of the President for the fiscal year ending June 30, 1969 in passing Treasury, Post Office and Executive Office Ap- propriation Act, 1969 (Public Law 90 - 350; 82 Stat. 190). Title III of that Act, "Executive Office Appropriation Act, 1969, contains the relevant provisions. Compensation of the President The compensation of the President for his ser- vices is fixed by 3 U.S.C. § 102 in the aggregate amount of $100, 000 a year, to be paid monthly, and in addition an expense allowance of $50,000 to assist in defraying ex-- penses relating to or resulting from the discharge of his official duties, for which expense allowance no account- ing, other than for income tax purcoses, shall be made by him. The statute also entitles the President to the use of the furniture and other effects belonging to the United States and kept in the Executive Mansion. The Executive 2 Office Appropriation Act, 1969 provides an appropriation of $150,000 for the compensation of the President, in- cluding an expense allowance at the rate of $50,000 per annum. Traveling Expenses 3 U.S.C. § 103 provides that there may be ex- pended for or on account of the traveling expenses of the President such sum appropriated by Congress not ex- ceeding $40,000 per annum. This sum when appropriated may be expended in the discretion of the President and accounted for on his certificate solely. $40,000 for traveling expenses of the President was included in "The White House Office, Salaries and Expenses' budget of the Executive Office Appropriation Act, 1969. The White House Office, Salaries and Expenses The Executive Office Appropriation Act. 1969, provides $3,229,000 for expenses necessary for the White House Office, including but not to exceed $250,000 for services of experts and consultants, at such per diem rates for individuals as the President may specify, and other personnel services without regard to the provi- sions of law regulating the employment and compensation of persons in the Government service. The total amount also includes newspapers, periodicals, teletype news ser- vice and travel, and official entertainment expenses of the President, to be accounted for solely on his certi- ficate. Attached hereto as Table I is an itemized list of Salaries and Expenses of the White House Office. Table I indicates that an estimated $2,454,000 was expended for personnel compensation for 255 employees in fiscal 1968 and an estimated $2,707,000 would be ex- pended for 255 employees in fiscal 1969. The increase over 1968 is attributable to salary increases. Included in this number of employees are Special Assistants, Ad- ministrative Assistants, staff personnel, secretaries, messengers and mail room messengers. Compensation of the military aides and the staff of the National Security Council are not included in this budget. 3 The President is authorized by 3 U.S.C. § 105 to fix the compensation of six administrative assistants and eight secretaries or other immediate staff assistants in the White House Office at rates of basic compensation not to exceed that of Level II ($30,000 per annum) of the Federal Executive Salary Schedule. Attached hereto as Table II is a list of eleven individuals on the White House staff currently receiving $30,000 per year payable out of the White House Office, Salaries and Expenses. As indicated above, a maximum of $250,000 may be expended for experts or consultants at such per diem rates for individ- uals as the President may specify, and other personal ser- vices without regard to the provisions of law regulating the employment and compensation of persons in the Government service. We have been informed that it is possible to in- clude within this group over and above the fourteen Spec- ial and Administrative Assistants additional personnel at a maximum of $30,000 per year. 3 U.S.C. § 107 provides that employees of the executive departments and independent establishments of the executive branch of the Government may be detailed from time to time to the White House Office for temporary assistance. At the present time there are a total of 185 personnel on detail in the White House, over and above the 255 personnel listed in the budget. This group is com- posed of assistants, secretarial personnel and lower sal- ary staff. These persons are not included in the White House Office budget. Special Projects The Executive Office Appropriation Act, 1969 provides $1,500,000 for expenses necessary to provide staff assistance for the President in connection with Special Projects, to be expended at his discretion and without regard to such provisions of law regarding the expenditure of Government funds or the compensation and employment of persons in the Government service as he may specify. However, no more than 20% ($300,000) of 4 this appropriation may be used to reimburse the appropria- tion for "Salaries and expenses, The White House Office", for administrative services. No more than $10,000.of this appropriation may be allocated in the Executive Of- fice of the President for official representation expenses of the President. Attached hereto as Table III is the Special Projects budget. With regard to reimbursement for salaries and expenses no funds for salaries and expenses were reimbursed in 1967. It is estimated that $50,000 will be reimbursed for both 1968 and 1969. In general, these Special Projects funds are used to provide consultants or special assistants to the President for projects that may arise from time to time, essentially of a non-emergency nature, such as foreign in- telligence activities, consumer interest programs, con- sultant and special assistant services. Any funds not expended lapse at the end of the fiscal year and may not be carried over. In fiscal 1967 $775,000 lapsed and in fiscal 1968 an estimated $150,000 lapsed. Operating Expenses, Executive Mansion The Executive Office Appropriation Act, 1969 provides $823,000 for the care, maintenance, repair and alteration, refurnishing, improvement, heating and light- ing, including electric power and fixtures, of the Execu- tive Mansion and traveling expenses, to be expended as the President may determine, and official entertainment ex- penses of the President, to be accounted for solely on his certificate. The estimate for 1969 personnel compensation is $575,000 for 80 employees. Additional needs for per- sonnel and expenses are met by the General Services Admin- istration. The grounds of the White House are cared for by the National Park Service. The White House Police and the Secret Service salaries and expenses are budget- ed out of the Department of the Treasury. The Treasury Department Appropriation Act, 1969 (Public Law 90 - 350; 82 Stat. 190) provides a total of $20,900,000 for ne- 5 cessary expenses for the operation of the United States Secret Service, including salaries, purchase and hire of passenger motor vehicles, hire of aircraft, and purchase, repair and cleaning of uniforms. Additionally, motor vehicle needs of the White House staff are provided by the Military Transportation Corps. Attached hereto is Table IV containing the Budget of Operating Expenses, Executive Mansion. Bureau of the Budget, Salaries and Expenses The Executive Office Appropriation Act, 1969 provides $10,000,000 for expenses necessary for the Bur- eau of the Budget. Council of Economic Advisors, Salaries and Expenses $880,000 has been appropriated for necessary expenses of the Council. National Security Council, Salaries and Expenses $664,000 has been appropriated for expenses necessary for the National Security Council, including services of experts and consultants. 3 U.S.C. § 105 pro- vides that the President may fix the compensation of the Executive Secretary of the National Security Council at a rate not to exceed Level II. Emergency Fund for the President $1,000,000 has been appropriated for emer- gencies affecting the national interest, security, or defense which may arise at home or abroad during the current fiscal year. No part of this appropriation is available to finance a function or project for which a budget estimate or appropriation was transmitted. Expenses of Management Improvements $350,000 has been appropriated for expenses necessary to assist the President in improving the man- 6 agement of executive agencies and in obtaining greater economy and efficiency through the establishment of more efficient business methods in Government opera- tions. The allocation is to remain available until ex- pended. We have not been informed what portion of this fund has been expended to date. The expenditure of this fund is entirely under the management of the Direc- tor of the Bureau of the Budget. The President, of course, may direct the Director to conduct studies us- ing this appropriation. Physical Plant The working White House staff occupies the West Wing, a three story structure including basement. The first floor accommodates twelve staff personnel plus secretaries, the second floor accommodates approxi- mately thirteen persons plus secretaries and the base- ment houses five personnel plus the Army Signal Corps. The East Wing of the White House is occupied by the staff of the First Lady and would include the Social Secretary and the Press Secretary of the First Lady. Also housed in the East Wing are Presidential ad- visors with whom the President is not in daily contact. Mr. William J. Hopkins, Executive Assistant to the President has informed us that a plat of the White House Offices has been prepared and will be delivered to us by Charles S. Murphy on November 11, 1968. TABLE I THE WHITE HOUSE OFFICE SALARIES AND EXPENSES OBJECT CLASSIFICATION (IN THOUSANDS OF DOLLARS) 1967 actual 1968 estimate 1999 estimate Personnel compensation: 11.1 Permanent positions 1,891 2,164 2,407 11.3 Positions other than permanent 215 200 200 11.5 Other personnel compensation 165 90 100 Total personnel compensation 2,271 2,454 2,707 12.0 Personnel benefits 140 137 157 Travel expenses of the President 40 36 40 21.0 Travel and transportation of persons 22 23 25 23.0 Rent, communications, and utilities 103 100 110 24.0 Printing and reproduction 160 95 102 25.1 Other services 2 2 3 26.0 Supplies and materials 59 60 65 31.0 Equipment 18 13 20 99.0 Total obligations 2,815 2,920 3,229 PERSONNEL SUMMARY Total number of permanent positions 250 250 250 Full-time equivalent of other positions It 5 5 Average number of all employees 255 255 255 Average GS grade 7.6 7.6 7.7 Average GS salary $8,108 $8,108 $8,552 Average salary of ungraded positions $4,891 $4,891 $5,526 PROGRAM AND FINANCING (IN THOUSANDS OF DOLLARS) Program by activities: 10 Administration (cost-obligations) 2,815 2,920 3,229 Financing: 25 Unobligated balance lapsing 140 89 -40 New obligational authority 2,955 3,009 3,229 FINANCING AND EXPENDITURES (IN THOUSANDS OF DOLLARS) Relation of obligations to expenditures: 71 Total olbligations (affecting expenditures) 2,815 2,920 3,229 72 Obligated balance, start of year 147 183 188 74 Obligated balance, end of year (-) -183 -188 --193 90 Expenditures. 2,779 2,915 3,224 Expenditures are distributed as fellows: 01 Out of current authorizations 2,632 2,732 3,036 02 Out of prior authorizations 147 183 188 Source: Hearings on Department of Treasury and Post Office and Executive Office Appropriations For 1969 Before a Subcomm. of the House Comm. on Appropriations, 90th Cong., 2d Sess. Pt. 3, at 152 (1968) TABLE II THE WHITE HOUSE OFFICE - SALARIES AND EXPENSES Personnel Receiving $30,000 Per Annum Special Assistant to the President Joseph A. Califano, Jr. Special Assistant to the President S. Douglas Cater, Jr. (Vacant) Special Assistant to the President George E. Christian Special Assistant to the President E. Ernest Goldstein Deputy Press Secretary to the Wyatt Thomas Johnson, Jr. President Special Assistant to the President James R. Jones Special Counsel to the President Harry C. McPherson, Jr. Administrative Assistant to the Mike N. Manatos President Associate Special Counsel to the W. DeVier Pierson President Legislative Counsel to the President Harold Barefoot Sanders, Jr. Special Counsel to the President Larry Eugene Temple Executive Assistant to the President William J. Hopkins TABLE III SPECIAL PROJECTS PROGRAM AND FINANCING (IN THOUSANDS OF DOLLARS) 1967 actual 1968 estimate 1969 estimate Program by activities: 10 Financing: Administration (cost-obligations) (object class 25.1) 725 1, 350 1,500 25 Unobligated balance lapsing 775 150 40 New obligational authority 1, 500 1,500 1, 500 Relation of obligations to expenditures: 71 Total obligations (affecting expenditures) 725 72 Obligated balance, start of year 1,350 1,500 48 74 Obligated balance, end of year 31 31 -31 -31 -31 90 Expenditures Expenditures are distributed as follows: 742 1,350 1,500 01 Out of current authorizations 694 02 Out of prior authorizations 1,319 1,469 48 31 31 Source: Hearings on Department of Treasury and Post Office and Executive Office Appropriations For 1969 Before a Subcomm. of the House Comm. Appropriations, 90th Cong., 2d Sess. Pt. 3, at 152 (1968) TABLE IV OPERATING EXPENSES, EXECUTIVE MANSION OBLIGATIONS BY OBJECT Actual Estimate Estimate Increase (+) 1967 1968 1969 or Decrease (-) 11.0 Personnel compensation $578,000 $545,000 $575,000 +$30,000 12.0 Personnel benefits 32,000 35,000 37,000 +2,000 23.0 Rent, communications, and utility services 51,000 52,000 52,000 25.1 Other services 41,000 55,000 98,000 +43,000 26.0 Supplies and materials 163,000 124,000 130,000 +6,000 31.0 Equipment 3,000 43,000 -1-40,000 Total obligations 865,000 814,000 935,000 +121,000 PERSONNEL SUMMARY Total number of permanent positions 75 75 75 Full-time equivalent of other positions 12 9 9 Average number of all employees 77 76 80 Average salary of ungraded positions $6,430 $6,756 $6,756 PROGRAM AND FINANCING Total obligations $865,000 $814,000 $935,000 +$121,000 Reimbursements from other accounts -173,000 -112,000 -112,000 Unobligated balance lapsing +6,000 -6,000 Appropriation 692,000 708,000 823,000 +115,000 Source: Hearings on Department of Treasury and Post Office and Executive Office Appropriations For 1969 Before a Subcomm. of the House Comm. on Appropriations, 90th Cong., 2d Sess. Pt. 3, at 152 (1968) WHITE HOUSE APPROPRIATION REQUESTS The Director, Bureau of the Budget, appears before the designated Appropriations Subcommittees to defend the appropriation requested for the Bureau of the Budget itself and for the following White House accounts: Account Type of 1969 Appropriation Title Appropriation Enacted Purpose of Account Compensation of the Compensation of the President including an President Annual $ 150,000 expense allowance. White House Office Provide staff assistance and administrative Salaries and expenses Annual 3,229,000 services for the White House Office. White House Office Provide staff assistance for the President in Special Projects Annual 1,500,000 connection with Special Projects. Not to exceed 20 percent of the appropriation can be used for White House Office salaries and expenses. $10,000 can be made available for official reception and representation expenses of the Executive Office. Emergency Fund for Provide for emergencies affecting the national the President Annual 1,000,000 interest, security, or defense. No part of this appropriation is available to finance a function or project for which a budget estimate or appropriation was transmitted. Expenses of Management No-year 350,000 Expenses necessary to assist the President in Improvement (available improving the management of executive agencies until and in obtaining greater economy and efficiency expended) through the establishment of more efficient business methods in Government operations. 1968-69 PRESIDENTIAL TRANSITION INDEX Page I. Introduction 1 II. The Transition 1 A. Pre-Election Period 1 1. Organizational and substantive studies 1 2. Plans for a personnel search 1 3. Contact with the Johnson Administration 1 B. Immediate Post-Election Period 2 1. Presidential Transition Act of 1963 2 2. Location of President-Elect and Staff 3 3. Johnson-Nixon Meeting 3 a. Security Clearance 4 b. Current Information for the President- elect 4 C. Other Presidential Information 4 d. National Security and Budget Observers 5 e. Orientation of Appointees 5 f. The Handling of Crises 5 g. News Release 5 4. Key Items 6 a. Clearance of New Appointees 6 b. The Handling of Crises 7 C. The Administration's First Months 7 D. Task Forces 7 III. Appointments - Key Positions to be Filled 8 A. The White House Staff - Pre-Inaugural Period 8 1. Special Assistant (for Programs and Policy) 8 2. Special Assistant (for National Security Affairs) 10 3. Personnel Adviser 12 4. Appointments Secretary 12 5. Press Secretary 12 6. Correspondence Secretary 12 Index - 2 Page 7. Chief of Staff 13 8. Staff Secretary 14 9. Cabinet Secretary 14 10. Administrative Assistants to the President 14 11. Armed Forces Aide to the President 15 12. Congressional Liaison 15 13. Scientific Adviser 15 B. The Executive Office - Pre-Inaugural Period 16 1. Bureau of the Budget 16 2. Council of Economic Advisers 17 3. National Security Council 17 4. The Central Intelligence Agency 18 C. Executive Office 18 1. Budget Director 18 2. Chairman and Members of the Council of Economic Advisers 19 3. Executive Secretary of National Aeronau- tic and Space Council 19 4. Director of Office of Economic Opportunity 19 5. Director of Office of Emergency Planning 19 6. Director of Office of Science and Technology 19 7. Special Representative for Trade Negotiations 19 8. Executive Secretary of National Council on Marine Resources and Engineering Development 19 9. Executive Secretary and Chairman of Consumer Advisory Council 19 D. Executive Departments, Commission, Agencies and Boards 20 1. Appointments in General 20 a. Retaining Career Officials 20 b. The Appointments Process 20 C. Personnel Policy 20 2. Cabinet Appointments 21 Index -3 Page E. Relations with the Military 22 1. Replacement of Incumbent Joint Chiefs 22 of Staff 2. Presidential Military Adviser 22 IV. Relations with Congress 23 A. Organization of Congress 23 B. Program 23 C. Future Relationship with Congress 24 D. Patronage 24 V. Control of the Republican Party 24 A. National Chairman and Staff 24 B. Patronage 25 Conclusion 25 EXHIBITS A. White House Offices. Roosevelt White House Office i March 10, 1945 Truman White House Office ii September 20, 1945 Truman White House Office iii July 1, 1952 Eisenhower White House Office iv July 1, 1953 Eisenhower White House Office v-vi June 1, 1960 Index 4 EXHIBITS (continued) Page Kennedy White House Office vii June 1, 1961 Kennedy White House Office viii June 1, 1963 Johnson White House Office 1x June 1, 1964 Johnson White House Office X October 14, 1968 B. Johnson Executive Staff - October 14, 1968. xi C. Executive Departments - October 14, 1968. xii D. Chairmen of Principal Independent Agencies - October 14, 1968. xiii-xiv MEMORANDUM ON TRANSITION October 25, 1968 I. Introduction There are about seventy-five days between Election Day and Inauguration Day. The immediate tasks are the desig- nation of capable and responsible leadership to the Executive Branch, the identification of the functions of that Branch, and the acquisition of information about key governmental issues. II. The Transition A. Pre-Election Period Work should begin on three principal fronts: 1. Organizational and substantive studies beyond those immediately required for campaign purposes should be started as soon as possible. 2. Plans for a personnel search for prospective departmental and agency appointments should be finalized. 3. Contact with the Johnson Administration on matters related to the transition should be pursued. In response to President Johnson's invitation, a good working arrangement has been established with Charles 2 Murphy, the White House designee. There have been meetings with the Bureau of the Budget, the General Services Administration and the United States Civil Service Commission. Each is pre- pared to aid in the transition. A list of Presidential appointments and current vacancies has been obtained. A statement on the ex- piration date of statutory Presidential Reorganiza- tion Powers and other special powers has been re- quested. FBI clearance procedures for Presidential appointees and others are being explored to expedite security and Presidential clearances as soon after after Election Day as possible. B. Immediate Post-Election Period 1. Presidential Transition Act of 1963 Sponsored by Kennedy, this law vests in the Administrator of General Services the authority, upon request, to provide to the President-elect and the Vice-President-elect services and facilities, includ- ing office space, payment of salaries, travel expenses, communications services, printing and binding, and postage. An appropriation provides $375,000 for the President-elect and $75,000 for the Vice-President- elect for expenses incurred during the period between election and inauguration. 3 The Administrator has set aside 12,500 square feet of floor space in the Kennedy Federal Office Building (#7) on 17th Street, Washington, D.C. for the use of the President-elect after election without charge. It is excellent space and offers no problem as to security. There is no government space available in New York but space can be obtained on a rental basis and therefore subject to a charge for its use. Office furniture and fixtures will be furnished at a very nominal cost. In addition, transportation, including airplanes, will be available without charge to the newly elected President and Vice President. Telephone and telegraph will also be supplied by the Government at reduced tariff. 2. Location of President-Elect and Staff: Both Clifford and Murphy strongly recommend that Washington be established as the headquarters for the new Adminis- tration not only because of convenience and nearness to the seat of government but equally important because of the public image created thereby. This is, of course, a matter of personal preference. 3. Johnson-Nixon Meeting The President will undoubtedly initiate contact with the President-elect. He presumably will suggest 4 an early meeting. If precedent is followed, an agenda will be prepared by Murphy and Lincoln after consultation with the principals. If not, you might want to give some thought to the topics to be ex- plored at such meeting. Such an agenda should include the following points: a. Security Clearance - Final arrange- ments for expediting security clearances for appointees. b. Current Information for the President- Elect - Arrangements to receive such Administra- tion information as daily military, diplomatic and foreign intelligence reports, briefings and memo- randa on current problems and "cable traffic." C. Other Presidential Information - Arrange- ments to obtain copies of personal memoranda of Presidential meetings with foreign officials, op- erating information from outgoing Presidential staff, Task Force reports prepared for the Presi- dent and not publicly released, reorganization studies in the Departments, Agencies or in the Bureau of the Budget, personnel information re- 5 lating to appointments, terms and vacancies, memorandum on technical operations of the White House Office. d. National Security and Budget Observers - Arrangements for early and close cooperation on national security affairs and the budget process. e. Orientation of Appointees - Arrange- ments for briefing of new officials by their predecessors, access to career staff and depart- mental information, clerical and professional assistance, and establishment of ground rules for access to policy discussions. f. The Handling of Crises - A procedure should be established to facilitate coordination between the principals in the event a crisis OC- curs. bi News Release - It may be useful for the President and President-elect to issue a joint statement after their meeting. The substance of such a statement could be along these lines: The President and President-elect had a full, friendly and useful discussion. They and their associates will cooperate in every appropriate way in order to in- sure a smooth and effective transfer of responsibility on January 20. They will 6 continue to consult as they think desir- able and are confident that such coopera- tion can be achieved without impairing the orderly functioning of the Executive Branch. 3. Key Items Two items on the proposed agenda are particu- larly significant. a. Clearance of New Appointees The President-elect in cooperation with the President must make appropriate arrangements to investigate the background of new appointees in order to assure the Johnson Administration that persons to be given access to classified informa- tion have security clearance. It is also wise to establish the practice of investigating all pros- pective Presidential appointees regardless of their need for access to classified information. Especially for the first category, the process must begin as early as possible. As to these, the Johnson Administration should properly examine the report, make its decision and forward the report to the President-elect. As to the second category, the present Administration should order the check and send the FBI report unopened to the President-elect. 7 b. The Handling of Crises. In the event of a crisis of major proportions during the transition period, the President will undoubtedly consult with the President-elect. The Nation would normally ex- pect this but there is no requirement by prece- dent or otherwise that the President must abdi- cate his constitutional authority and duty to decide or that the President-elect must join in or be bound by the President's decision. C. The Administration's First Months Pockets of resistance to the President in- evitably tend to exist in the Departments, in Congress and in the Party. It goes without saying that the President-elect should assume the reins of power and leadership in his own hands, as soon as possible. D. Task Forces In addition to the selection of capable people, the President-elect should appoint task forces in at least two Departments: State and Defense. President Kennedy made a mistake by having too many task forces (approximately 29 in number), in addition to numerous departmental studies conducted by McKinsey & Company. 8 President Johnson has directed (through Murphy) each Department and Agency to prepare a volume on organization, function, budget and person- nel and a second volume on pending issues. The Bureau of the Budget likewise is to prepare a similar study on each Department and Agency. This material will be available through Murphy after election. The Brookings Institution has in preparation a volume on important issues confronting the new Admin- istration and has promised to deliver a galley proof by November 1, 1968. The title of the study is "Agenda for the Nation. " III. Appointments - Key Positions to be Filled A. The White House Staff - Pre-Inaugural Period A skeleton staff should be chosen, briefed and prepared to move into operation the day after the election or shortly thereafter. This staff must be capable of discharging a variety of duties and the following key senior positions are suggested: 1. Special Assistant (for Programs and Policy) This is the key policy post on the staff and should in addition have primary responsibility for speeches, messages, proclamations, review of Executive Orders and similar tasks. 9 This position on the President's Staff was initiated during the war by President Roosevelt who appointed Judge Samuel I. Rosenman as Special Counsel to the President. President Truman abolished the position but later resurrected it by appointing Clark M. Clifford as Special Counsel. Charles S. Murphy succeeded Clifford. In addition, John R. Steelman, the Assistant to the President, aided in coordinating Federal agency programs and policies. Under President Eisenhower this function was performed by Staff members reporting through Governor Sherman Adams and later General Persons. President Kennedy used Theodore Sorensen as Special Counsel to focus from the beginning on the State of the Union message and to continue to advise on questions of program and policy. This role under President Johnson is now occupied by Joseph A. Califano, Jr. as Special Assistant to the President. The Special Assistant should have a staff to assist him and access to the Administrative Assistants as they are appointed. The Special Assistant's draft- ing group should begin as soon as possible to collect ideas for and to prepare initial drafts of the Inaugural Address to be given on January 20, and, following that, 10 a State of the Union message which will present the President-elect's legislative program. These messages should be tied in closely with the Budget, and there- fore it would be wise to bring into this group, on a temporary basis, an experienced man with background in the Bureau of the Budget. The President-elect may later choose to divide the responsibilities of this position among other staff personnel, but initially, the responsibilities for the described functions should be delegated to one individual. 2. Special Assistant (for National Security Affairs) It is imperative that the President-elect have on his staff an adviser or advisers to brief him on de- velopments involving national security. This Special Assist- ant serves as liaison between the President and the National Security Council and supervises the staff of the National Security Council. Additionally, the Special Assistant brings to the President's attention issues which the President may want to explore with the Secretary of State; briefs the President on current military, diplomatic and foreign intelligence; serves as a general point of contact be- tween the White House and the operating departments con- 11 cerned with National Security; and briefs the Presi- dent on impending problems which have not yet reached crisis proportions. The duties of this position were performed under President Roosevelt by Harry L. Hopkins, Special Assistant; Admiral Leahy, Chief-of-Staff to the Com- mander-in-Chief; and Judge Rosenman. W. Averill Harriman assumed this role under President Truman, serving in the specially created position of Director for Mutual Security. Under President Eisenhower, Adams and later General Goodpaster handled these duties. President Kennedy named McGeorge Bundy to the National Security Adviser's job and President Johnson appointed Walt W. Rostow upon Bundy's departure. It is suggested that the implementation of the positions for Special Assistants for Programs and Policy and for National Security should not be permitted to develop into chief of staff functions. These posi- tions should not block access to the President. The following are additional staff positions which should be filled as soon after election as possible. Some may be only temporary but most will later become the official White House Staff. 12 3. Personnel Adviser The President-elect should have an assistant to coordinate the recruiting and screening of top per- sonnel. Attached hereto is a list of high priority positions to be filled prepared from a computer tabula- tion listing provided by the Chairman of the United States Civil Service Commission. 4. Appointments Secretary This individual keeps the President's calendar, coordinates his time, assists in determining priority of visits, supervises the making of travel arrangements, ceremonies and official functions. The position requires an assistant and a secretary. 5. Press Secretary A vital job requiring the talents and diplomacy of a highly skilled individual to serve as the President's spokesman to and liaison with the press. He will need one deputy who can speak in his name, and preferably two, and an appropriate staff. He should be one of your ad- visers on public relations. 6. Correspondence Secretary He has responsibility for the President's cor- respondence, refers inquiries to Departments for answer, and functions in cooperation with the Staff Secretary and 13 Executive Clerk in handling volume mail. He will need some staff personnel. The Staff of the White House is the President's personal staff and should conform in size and function to his needs. It is suggested that initially the President-elect's staff be kept small and versatile. The staff can be expanded later. Back-up resources in the Bureau of the Budget and in the Council of Economic Advisers are available. Each Administration has, in addition to the regular White House staff assistants, acquired by assign- ment from Departments and Agencies, a large pool of back- up personnel. For example, the Johnson White House Office is served by 2500 persons. We are seeking to obtain more detail on their functions. 7. Chief of Staff President Eisenhower found the Chief of Staff organization well suited to his method of operation. Others have rejected it as inadequate. It is suggested that a system that permits all senior persons on the staff access to the President and provides for regular meetings with staff encourages much desired intra-staff communication. Staff should share in the government- wide perspective of the President. 14 The President's staff should include the following senior positions in addition to those enumer- ated above: 8. Staff Secretary "Monitor" of White House staff work, keeping track of documents requiring action, of assignments re- quiring execution, of decisions reached in Cabinet meet- ings, legislative leaders' meetings, and elsewhere. Coordinates and synchronizes the work of the staff. The staff secretary works closely with the White House Execu- tive Clerk (normally a non-political position), who handles and records all formal papers and documents for President's action or attention. 9. Cabinet Secretary Handles general liaison with Cabinet officers and other agency heads, investigating grievances and adjusting minor differences not requiring Presidential intervention. Attends Cabinet meetings and keeps minutes of proceedings. 10. Administrative Assistants to the President The White House staff should have at least six Administrative Assistants. Several should be capable writers, to assist in speech writing and to be available for direct assignment by the President to other jobs. The other Assistants should have roving assignments as 15 directed by the President. One Administrative Assist- ant could be permanently assigned to the recruitment and processing of top level appointees to significant policy positions, after the groundwork has been done initially by the Personnel Adviser. 11. Armed Forces Aide to the President This post should be held by a regular military officer and is useful for ceremonial and housekeeping functions, travel and similar responsibilities. 12. Congressional Liaison Assists in formulating Administration strategy for achieving a legislative program and advises on Ad- ministration policy-making on what Congress is or is not likely to do. He also serves as a conduit for legisla- tors to the President. 13. Scientific Adviser Assists President and his advisers in analyzing and understanding complex technical questions on the weapons, space, disarmament, drug, mining, agricultural, and related fields. In addition to the above White House staff posi- tions, the President requires other personnel such as the household staff, the Secret Service, communications room, switchboard, files, the mail room, personnel office, and related services, all of which will carry over in their 16 present form and with much the same personnel. Also required are the social secretary and such other staff as the President's wife may require who will have to be brought in. Attached to this memorandum are lists of the Roosevelt, Truman, Eisenhower, Kennedy and Johnson White House office staffs for purposes of comparison. B. The Executive Office - Pre-Inaugural Period 1. Bureau of the Budget As indicated above, contact has already been initiated with the Director and Deputy Direc- tor of the Bureau of the Budget. There is a criti- cal need for the President-elect, as his first ap- pointment, to designate an individual or individuals to serve a liaison function with the Bureau. Presi- dent Eisenhower's designation of Joseph W. Dodge within ten days after the election in 1952 to work with the outgoing Budget officials did much to in- crease the effectiveness of the new Administration during its early months. The Bureau has indicated that considera- tion of the most important budget matters relating to the departments and agencies will be taken up between Election Day and Thanksgiving. 17 The Budget liaison man may be a new Presidential staff member on loan or the President- elect's ultimate choice for the Director's position. The Bureau is preparing 21 Department and Agency Highlight Summaries, which identify main aspects of program and policy, budget legis- lation, and organization and management of which incoming management should be informed at an early date, 75 Issue or Topical Papers and a series of Basic Reference and Descriptive Papers covering the various functions of the Bureau. These papers will be made available through Murphy the day after election. 2. Council of Economic Advisers. The President-elect should promptly desig- nate an individual to act as liaison with the present Council of Economic Advisers and with the Bureau of the Budget on economic matters. Access should be given to the Treasury Department. This individual could be the new Chairman of the Council of Economic Advisers. 3. National Security Council The National Security Council is composed of the President, the Vice-President, the Secretary of State, the Secretary of Defense and the Director 18 of the Office of Emergency Planning. As indi- cated above, the President-elect should at his meeting with the President make arrangements to permit a representative of the President-elect to observe National Security Council meetings and to facilitate close cooperation between the President's White House advisers in this area and their designated counterparts. 4. The Central Intelligence Agency The Central Intelligence Agency is under the direction of the National Security Council. The Director of the CIA is probably the most important man in the intelligence establishment. The President- elect might consider retaining the current Director, a career man, for several months at least and then replace him if he was found unsatisfactory. If so, this should be announced before inauguration. C. Executive Office The key positions are: 1. Budget Director The Budget Director is a direct arm of the Executive (not even Senate confirmation for his appointment is required). Under his direction, the Bureau of the Budget is a source of sophisticated 19 economic analysis and a potential participant in positive policy making. In addition, the Bureau can serve as the most effective way of controlling the departments and shaping of Presi- dential policy. A strong Director is essential. 2. Chairman and Members of the Council of Economic Advisers The Council serves a valuable function to keep the Department of the Treasury and the Federal Reserve from overpowering the President, and to estimate and define the differences between the Treasury and the Federal Reserve. The following agencies constitute the re- maining bodies located within the Executive Office of the President. They need no priority attention from the President-elect at this time. 3. Executive Secretary of National Aeronautic and Space Council 4. Director of Office of Economic Opportunity 5. Director of Office of Emergency Planning 6. Director of Office of Science and Technology 7. Special Representative for Trade Negotiations 8. Executive Secretary of National Council on Marine Resources and Engineering Development 9. Executive Secretary and Chairman of Con- sumer Advisory Council 20 Attached hereto is a list of the key appointive positions making up the Executive Office. D. Executive Departments, Commission, Agencies and Boards 1. Appointments in General a. Retaining career officials. Some of the posts to which the President-elect may make appoint- ments are now held by very capable people, some of whom served under the Eisenhower Administration and who will not find it difficult to serve loyally under a new Republican Administration. b. The Appointments Process. The President- elect will normally fill Cabinet positions from his intimate advisers and other major political figures. As to the others, the President-elect should utilize the skills of an individual or in- dividuals with wide acquaintanceship in the fields of government, law, business, education, and founda- tions to conduct a talent hunt for the several hundred sub-cabinet posts that must be filled. One danger to avoid is that encountered by Kennedy, that of filling too many departments from the bottom up. Generally, the Secretary should be named first, so that he can be consulted on lower jobs in his department. c. Personnel Policy. Various general personnel 21 problems, such as pay raises, leave payments, and reclassifications inevitably greet the President-elect. The United States Civil Service Commission, under John W. Macy, Jr., Chairman, is best equipped to function on these problems. These problems should not be handled by individuals occupied with selecting and screening top appoint- ments. 2. Cabinet Appointments In selecting the heads of the twelve Execu- tive Departments and the Ambassador to the United Nations, the new President establishes a public image of the character of his Administration. Bi-partisan appointments might be considered. There is a good public relations impact in making early appointments. Priority should be given to the following positions: a. Secretary of State and two Under- Secretaries. b. Secretary of Defense and Deputy Secretary. C. Secretary of the Treasury. d. Attorney General. e. United States Ambassador to the United Nations. 22 E. Relations with the Military 1. Replacement of Incumbent Joint Chiefs of Staff Although the President naturally desires to have his own men around him, it probably is good judgment to retain for the time being the present Joint Chiefs and other senior military men. General Wheeler, the Chairman, serves at the pleasure of the President; the term of General Westmoreland, Army Chief of Staff, expires in 1972; the term of Admiral Moorer, Chief of Naval Operations, expires in 1971; and the term of General McConnell, Air Force Chief of Staff, expires in 1971. Under former Secretary McNamara the status of the Joint Chiefs was reduced to that of techni- cians. It would be advisable to restore the earlier prestige and usefulness of the Joint Chiefs by a meeting with the President-elect before January. It would be welcomed by the Chiefs and helpful to the President-elect. 2. Presidential Military Adviser This is a delicate choice as evidenced by the antagonism aroused in the military establishment by Kennedy's personal relationship with Maxwell Taylor and James Gavin. Certainly a personal military ad- viser to the President can be found who would not 23 arouse such antagonism at the Pentagon. IV. Relations with Congress The President-elect will be in a position to develop a strong continuing relationship with the Con- gress and he must take the initiative immediately after election to do SO. A. Organization of Congress The President-elect should give attention to the organization of both Houses. B. Program The President-elect should plan strategy for his legislative program with the Congressional leaders. Many points of his program have, of course, been out- lined by the President-elect in his public statements. As soon as Congress meets, steps should be taken to effectuate these proposals. The State of the Union message to the Congress will itemize his legislative objective. An analysis of the Bills in the 90th Congress on which full hearings were conducted should be made and a determination made as to those Bills which the President-elect might decide to support. The President-elect has the alternative of urging their immediate passage or incorporating them into a 24 broad program as presented to the Congress in his State of the Union message. C. Future Relationship with Congress The President-elect might wish to set forth immediately his ideas on regular meetings and channels of communications between him and Congressional leaders. Personal weekly conferences with the Big Four accom- panied by ad hoc contacts with committee chairmen and important Congressmen might be the best approach at least initially. As already noted it is essential for the President-elect to establish a position within his own staff to supervise congressional liaison. D. Patronage The Congress, of course, is a constant source of requests for appointments to government positions. Lest this create unwanted friction explicit procedures should be established. V. Control of the Republican Party The President-elect will have control of the National Committee and the support of the leaders of most of the organizations within the Republican Party. If not, this should be acquired shortly after election. A. National Chairman and Staff The President-elect should work with the National Chairman to encourage communication be- 25 tween the Party leaders and the President-elect, to assist with patronage with members of Congress and party leaders, and to coordinate the fund raising for mid-term elections. B. Patronage Between election and the inauguration, re- quests for patronage and recommendations of appoint- ments to Executive Branch positions, particularly below the level of Assistant Secretaries and policy heads, will be quite heavy. Perhaps the President- elect could use the National Committee to divert pressure from the White House. Field positions, such as attorneys and post- masters are politically important but should be made thoughtfully as a persuader in obtaining passage of programs through Congress. Conclusion: This memorandum is purposely brief. It is primarily an interim report and check list and seeks to reflect the best thoughts of a host of others who have worked on the problems of transition. Franklin Franklin B. B. Lincoln, Jr. EXHIBITS EXHIBIT A ROOSEVELT WHITE HOUSE OFFICE - March 10, 1945 Secretary to the President Stephen Early Secretary to the President William D. Hassett Secretary to the President Jonathan Daniels Military Aide to the President Col. Richard Park, Jr. Special Counsel to the President Samuel I. Rosenman Personal Representative of the President Donald M. Nelson Administrative Assistant William H. McReynolds Administrative Assistant Lauchlin Currie Administrative Assistant David K. Niles Administrative Assistant James M. Barnes Special Assistant to the President Harry L. Hopkins Special Executive Assistant Eugene Casey Personal Secretary Grace G. Tully Executive Clerk in charge of White House Executive Offices Maurice C. Latta 1 TRUMAN WHITE HOUSE - September 20, 1945 Secretary to the President Matthew J. Connelly Secretary to the President Charles G. Ross Secretary to the President William D. Hassett Special Counsel to the President Samuel I. Rosenman Executive Clerk in charge of the White House Executive Offices Maurice C. Latta Executive Clerk William J. Hopkins Administrative Assistant in the President's Office Rose A. Conway Social Secretary Reathel M. Odum Chief Usher Howell G. Crim Special Executive Assistant to the President George J. Schoeneman Administrative Assistant to the President David K. Niles Administrative Assistant to the President Raymond R. Zimmerman Military Aide to the President Brig. Gen. Harry H. Vaughan Naval Aide to the President Commo. James K. Vardaman, Jr. ii TRUMAN WHITE HOUSE OFFICE - July 1, 1952 Secretary to the President Matthew J. Connelly Secretary to the President William D. Hassett Secretary to the President Joseph Short The Assistant to the President John R. Steelman Special Counsel to the President Charles S. Murphy Administrative Assistant to the President Donald S. Dawson Administrative Assistant to the President David H. Stowe Administrative Assistant to the President David E. Bell Administrative Assistant to the President David D. Lloyd Administrative Assistant to the President Clayton Fritchley Administrative Assistant in the President's Office Rose A. Conway Social Secretary Mrs. Edith B. Helm Secretary to the Wife of the President Reathel M. Odum Military Aide to the President Maj. Gen. Harry H. Vaughan, USA Naval Aide to the President Rear Adm. Rober L. Dennison, USN. Air Force Aide to the President Maj. Gen. Robert B. Land USAF Physician to the President Maj. Gen. Wallace H. Graham, USAF Executive Clerk William J. Hopkins Chief Usher Howell G. Crim 111 EISENHOWER WHITE HOUSE OFFICE - July 1, 1953 The Assistant to the President Sherman Adams Assistant to The Assistant to the President Maxwell M. Rabb Special Assistant to The Assistant to the President Roger Steffan Special Assistant to The Assistant to the President Charles F. Willis, Jr. Special Assistant in the White House Office James M. Lambie, Jr. Secretary to the President Thomas E. Stephens Press Secretary to the President James C. Hagerty Assistant Press Secretary Murray Snyder Special Counsel to the President Bernard M. Shanley Special Assistant to the President Maj. Gen. Wilton B. Persons, USA (Ret.). Special Assistant in the White House Office Gerald D. Morgan Special Assistant in the White House Office Bryce N. Harlow Special Assistant in the White House Office Homer H. Gruenther Special Assistant to the President C. D. Jackson Special Assistant to the President Lewis L. Strauss Administrative Assistant to the President Robert Cutler Administrative Assistant to the President Gabriel Hauge Administrative Assistant to the President Emmet J. Hughes Economic Adviser to the President Arthur F. Burns Physician to the President Maj. Gen. Howard Snyder, USA Acting Staff Secretary Col. Paul T. Carroll, USA Assistant Staff Secretary L. Arthur Minnich, Jr. Executive Clerk William J. Hopkins Military Aide to the President Lt. Col. Robert L. Schulz, USA. Naval Aide to the President Comdr. Edward L. Beach, USN Air Force Aide to the President Maj. William G. Draper USAF Personal Secretary to the President Ann C. Whitman Secretary to the Wife of the President Mary Jane McCaffree, Actin Chief Usher Howell G. Crim iv EISENHOWER WHITE HOUSE OFFICE - JUNE 1, 1960 The Assistant to the President Wilton B. Persons The Deputy Assistant to the President Gerald D. Morgan Secretary to the President Thomas E. Stephens Press Secretary to the President James C. Hagerty Associate Press Secretary Mrs. Anne W. Wheaton Special Counsel to the President David W. Kendall Associate Special Counsel to the President Henry Roemer McPhee Assistant Special Counsel to the President Phillip E. Areeda Deputy Assistant to the President for Inter- departmental Affairs Robert E. Merriam Deputy Assistant to the President for Congress- ional Affairs Bryce N. Harlow Assistant to the Deputy Assistant to the President Homer H. Gruenther Assistant to the Deputy Assistant to the President Earle D. Chesney Special Assistant to the President for National Security Affairs Gordon Gray Special Assistant to the President Kevin McCann Special Assistant to the President Maj. Gen. John S. Bragdon, USA (Ret.). Special Assistant to the President Meyer Kestnbaum Special Assistant to the President Clarence B. Randall Special Assistant to the President Karl G. Harr, Jr. Special Assistant to the President, and Food- for-Peace Coordinator Don Paarlberg Special Assistant to the President W. Allen Wallis Special Assistant to the President George B. Kistiakowsky Special Assistant to the President for Personnel Management Eugene J. Lyons Deputy Special Assistant to the President Amos J. Peaslee Special Consultant to the President Clarence Francis Special Consultant to the President Arthur Larson Administrative Assistant to the President Jack Z. Anderson Administrative Assistant to the President Malcolm C. Moos Administrative Assistant to the President Edward A. McCabe Staff Assistant to the President Clyde A. Wheeler, Jr. Physician to the President Maj. Gen. Howard McC. Snyder, MC, USA. Staff Secretary to the President Brig. Gen. A.J. Goodpaster, USA. Assistant Staff Secretary L. Arthur Minnich, Jr. Assistant Staff Secretary Lt. Col. John S.D. Eisenhower Executive Clerk William J. Hopkins Administrative Officer (Special Projects) E. Frederic Morrow V EISENHOWER WHITE HOUSE OFFICE - JUNE 1, 1960 Assistant to the Staff Secretary Christopher H. Russell Secretary to the Cabinet Robert K. Gray Assistant to the Secretary to the Cabinet Bradley H. Patterson, Jr. Military Aide to the President Col. Robert L. Schulz, USA. Naval Aide to the President Capt. E. P. Aurand, USN. Air Force Aide to the President Col. William G. Draper, USAF Special Assistant in the White House Office James M. Lambie, Jr. Special Assistant in the White House Office Frederic E. Fox Special Assistant in the White House Office Robert E. Hampton Special Assistant in the White House Office Douglas R. Price Special Assistant in the White House Office Stephen H. Hess Personal Secretary to the President Mrs. Ann C. Whitman Personal and Social Secretary to Mrs. Eisenhower Mrs. Mary Jane McCaffree Chief Usher J. Bernard West vi KENNEDY WHITE HOUSE OFFICE - JUNE 1, 1961 Special Counsel to the President Theodore C. Sorensen Deputy Special Counsel to the President Myer Feldman Assistant Special Counsel to the President Richard N. Goodwin Assistant Special Counsel to the President Lee C. White Press Secretary to the President Pierre E.G. Salinger Associate Press Secretary to the President Andrew T. Hatcher Special Assistant to the President McGeorge Bundy Special Assistant to the President Lawrence F. O'Brien Special Assistant to the President P. Kenneth O'Donnell Special Assistant to the President Jerome B. Wiesner Special Assistant to the President Ralph A. Dungan Special Assistant to the President Frederick G. Dutton Special Assistant to the President James M. Landis Special Assistant to the President Frank D. Reeves Special Assistant to the President Arthur Schlesinger, Jr. Special Assistant to the President Harris L. Wofford, Jr. Deputy Special Assistant to the President Walt Whitman Rostow Administrative Assistant to the President Timothy J. Reardon, Jr. Administrative Assistant to the President Henry Hall Wilson, Jr. Administrative Assistant to the President Mike N. Manatos Special Assistant to the President--Director, Food for Peace George McGovern Physician to the President Dr. Janet Travell Military Aide to the President Brig. Gen. Chester V. Clifton, USA Naval Aide to the President Comdr. Tazewell T. Shepard, Jr., USN Air Force Aide to the President Col. Godfrey T. McHugh, USAF Executive Clerk William J. Hopkins Personal Secretary to the President Mrs. Evelyn N. Lincoln Social Secretary Letitia Baldrige Chief Usher J. Bernard West vii KENNEDY WHITE HOUSE OFFICE - JUNE 1, 1963 Special Counsel to the President Theodore C. Sorensen Deputy Special Counsel to the President Myer Feldman Assistant Special Counsel to the President Lee C. White Press Secretary to the President Pierre E. G. Salinger Associate Press Secretary to the President Andrew T. Hatcher Special Assistant to the President McGeorge Bundy Deputy Special Assistant to the President Carl Kaysen Special Assistant to the President Lawrence F. O'Brien Administrative Assistant to the President Mike N. Manatos Administrative Assistant to the President Henry Hall Wilson, Jr. Special Assistant to the President P. Kenneth O'Donnell Special Assistant to the President Jerome B. Wiesner Special Assistant to the President-Director, Food for Peace Richard W. Reuter Special Assistant to the President Timothy J. Reardon, Jr. Special Assistant to the President Ralph A. Dungan Special Assistant to the President Arthur Schlesinger, Jr. Special Assistant to the President Brooks Hays Special Assistant to the President Stafford L. Warren, M.D. Special Assistant to the President David L. Lawrence Advisor for National Capital Affairs Charles A. Horsky Physician to the President Rear Adm. George G. Burkley (MC), USN. Military Aide to the President Maj. Gen. Chester V. Clifto: USA. Naval Aide to the President Capt. Tazewell T. Shepard, Jr., USN. Air Force Aide to the President Brig. Gen. Godfrey T. McHug? USAF. Executive Clerk William J. Hopkins Personal Secretary to the President Mrs. Evelyn N. Lincoln Social Secretary Nancy L. Tuckerman Chief Usher J. Bernard West viii JOHNSON WHITE HOUSE OFFICE - JUNE 1, 1964 Counsel to the President Myer Feldman Associate Counsel to the President Lee C. White Associate Counsel to the President Hobart Taylor, Jr. Press Secretary to the President George E. Reedy Assistant Press Secretary Malcolm M. Kilduff Special Assistant to the President McGeorge Bundy Special Assistant to the President Lawrence F. O'Brien Administrative Assistant to the President Mike N. Manatos Administrative Assistant to the President Henry Hall Wilson, Jr. Special Assistant to the President P. Kenneth O'Donnell Special Assistant to the President-Director, Food for Peace Richard W. Reuter Special Assistant to the President Ralph A. Dungan Special Assistant to the President Stafford L. Warren, M.D. Special Assistant to the President David L. Lawrence Special Assistant to the President Walter Jenkins Special Assistant to the President Bill D. Moyers Special Assistant to the President Donald F. Hornig Special Assistant to the President Horace Busby, Jr. Special Assistant to the President S. Douglass Cater, Jr. Special Assistant to the President on the Arts Roger L. Stevens Special Consultant to the President Jack J. Valenti Advisor for National Capital Affairs Charles A. Horsky Physician to the President Rear Adm. George G. Burkley (MC), USN. Military Aide to the President Maj. Gen. Chester V. Clifton USA. Executive Clerk William J. Hopkins Personal Secretary to the President Mrs. Juanita Duggan Roberts Press Secretary and Staff Director for the First Lady Mrs. Elizabeth S. Carpenter Social Secretary Mrs. Bess Abell Chief Usher J. Bernard West ix JOHNSON WHITE HOUSE OFFICE - OCTOBER 14, 1968 Special Assistant to the President Joseph A. Califano, Jr. Special Assistant to the President George E. Christian Special Assistant to the President E. Ernest Goldstein Special Assistant to the President Donald F. Hornig Special Assistant to the President James R. Jones Special Assistant to the President Walt Whitman Rostow Special Assistant to the President for Consumer Affairs Miss Betty Furness Special Consultant to the President Gen. Maxwell D. Taylor, USA, Ret. Special Consultant to the President George E. Reedy Special Consultant for Physical Fitness James A. Lovell, Lt. Cmdr. Special Counsel to the President Harry C. McPherson, Jr. Special Counsel to the President Larry Eugene Temple Legislative Counsel to the President Harold Barefoot Sanders, Jr. Counselor to the President Charles S. Murphy Deputy Special Counsel to the President Lawrence E. Levinson Associate Special Counsel to the President W. DeVier Pierson Assistant Press Secretary to the President Wyatt Thomas Johnson, Jr. Administrative Assistant to the President Mike N. Manatos Physician to the President Vice Adm. George G. Burkley (MC), USN Armed Forces Aide to the President Brig. Gen. Robert N. Ginsburgh USAF Personal Secretary to the President Mrs. Juanita Duncan Roberts Press Secretary and Staff Director for the First Lady Mrs. Elizabeth S. Carpenter Social Secretary Mrs. Bess Abell Executive Assistant William J. Hopkins Chief Usher J. Bernard West EXHIBIT B JOHNSON EXECUTIVE OFFICE- October 14, 1968 Bureau of Budget Director Zwick, Charles J. Deputy Director of Bureau of Budget Hughes, Phillip S. Council of Economic Advisers, Chairman Okun, Arthur Council of Economic Advisers Smith, Warren L. Council of Economic Advisers Peck, Merton J. Executive Secretary of National Security Council Smith, Bromley K. Director of Central Intelligence Agency Helms, Richard Deputy Director of the Central Intelligence Agency Taylor, Rufus L., Vice Adm. Executive Secretary of National Aeronautic and Space Council Welch, Edward C. Special Assistant to President Rostow, Walt W. Director of Office of Economic Opportunity Harding, Bertrand Deputy Director of Office of Economic Opportunity Perrin, Charles R. Office of Emergency Planning Director Daniel, Price Deputy Director of Office of Emergency Planning Merker, Mordecai M. Civil Defense Advisory Board Chairman Goebel, Margaret Office of Science and Technology Director Hornig, Dr. Donald F. Deputy Director of Science and Technology Bennett, Dr. Ivan L. Office of Special Representative for Trade Negotiations Roth, William M. Deputy Special Representative Rehm, John B. National Council on Marine Resources and Engineering Development Chairman Humphrey, H. H. Executive Secretary of National Council on Marine Resources and Engineering Development Executive Secretary Wenk, Edward Jr. Consumer Advisory Council Executive Secretary Furness, Betty Consumer Advisory Council Chairman LaFollette, Bronson xi EXHIBIT C EXECUTIVE DEPARTMENTS - October 14, 1968 Secretary of State Rusk, Dean Under Secretary of State Katzenbach, Nicholas Under Secretary of State for Economic Affairs Rostow, Eugene V. United States Representative to United Nations Wiggins, James R. Administrator for AID Gaud, William S. Director of Peace Corps Vaughn, Jack Hood Secretary of Treasury Fowler, Henry H. Under Secretary of Treasury for Monetary Affairs Deming, Frederick L. Under Secretary of Treasury Barr, Joseph W. Secretary of Defense Clifford, Clark M. Deputy Secretary of Defense Nitze, Paul H. Chairman of the Joint Chiefs of Staff Wheeler, Earle G. Secretary of the Army Resor, Stanley Under Secretary of the Army McGiffert, David E. Secretary of the Navy Ignatius, Paul R. Under Secretary of the Navy Baird, Charles F. Secretary of the Air Force Brown, Harold Under Secretary of the Air Force Hoopes, Townsend Attorney General Clark, Ramsey Attorney General Deputy Christopher, Warren Federal Bureau of Investigation, Director Hoover, J. Edgar Solicitor General of United States Griswold, Edwin N. Postmaster General Watson, W. Marvin Deputy Postmaster General Belen, Fred C. Secretary of Interior Udall, Stewart Lee Under Secretary of Interior Black, David S. Secretary of Agriculture Freeman, Orville L. Under Secretary of Agriculture Schnittker, John A. Secretary of Commerce Smith, C. R. Under Secretary of Commerce Bartlett, Joseph W. Secretary of Labor Wirtz, Willard W. Under Secretary of Labor Reynolds, James, Jr. Secretary of Health, Education and Welfare Cohen, Wilbur J. Under Secretary of Health, Educa- tion and Welfare McCrocklin, James Secretary of Housing and Urban Development Weaver, Robert Under Secretary of Housing and Urban Development Wood, Robert Secretary of Transportation Boyd, Alan Under Secretary of Transportation Robson, John E. Administrator of Federal Aviation Vacant - McKee x11 EXHIBIT D CHAIRMEN OF PRINCIPAL INDEPENDENT AGENCIES - October 14, 1968 Administrative Conference of the United States, Chairman Williams, Jerre S. American Battle Monuments Commission, Chairman Devers, Jacob L. Appalachian Regional Commission, Federal Cochairman Fleming, Joe W., II Atomic Energy Commission, Chairman Seaborg, Glenn T. General Advisory Committee on Atomic Energy Hafstad, Lawrence R. Canal Zone Government, Governor Leber, Walter, Maj. Gen. Civil Aeronautics Board, Chairman Crooker, John H., Jr. Commission of Fine Arts, Chairman Walton, William Delaware River Basin Commission, Federal Member Udall, Stewart L. Delaware River Basin, U. S. Commissioner Northrop, Vernon D. District of Columbia Commissioner Washington, E. Walter Equal Employment Opportunity Commission, Chairman Alexander, Clifford L., Jr. Export-Import Bank of the United States, President and Chairman Vacant (Linder, Harold F.) Federal Farm Credit Board, Governor Tootell, Robert B. Federal Coal Mine Safety Board of Review, Chairman McElroy, Dennis L. Federal Communications Commission, Chairman Hyde, H. Rosel Federal Deposit Insurance Corporation, Chairman Randall, Kenneth A. Federal Home Loan Bank Board, Chairman Horne, John E. Federal Maritime Commission, Chairman Harllee, John Federal Mediation and Conciliation Service, Director Simkin, William E. Federal Power Commission, Chairman White, Lee C. Federal Reserve System, Chairman, Board of Governors Martin, William McC., Jr. Federal Trade Commission, Chairman Dixon, Paul Rand Foreign Claims Settlement Commission of the United States, Chairman Sutton, Leonard V. B. General Services Administration, Administrator Knott, Lawson B., Jr. Indian Claims Commission, Chairman Vance, John T. Interstate Commerce Commission, Chairman Tierney, Paul J. National Aeronautic and Space Administra- tion, Administrator Webb, James E. (Vacant) National Aeronautic and Space Administra- tor, Deputy Administrator Paine, Thomas O. National Foundation of the Arts and the Humanities, Chairman Stevens, Roger L. National Labor Relations Board, Chairman McCulloch, Frank W. National Mediation Board, Chairman Gamser, Howard G. National Science Foundation, Director Haworth, Leland J. New England Regional Commission, EDA Federal Cochairman Linnchan, John J. xiii CHAIRMEN OF PRINCIPAL INDEPENDENT AGENCIES - October 14, 1968 (cont'd) Ozarks Regional Commission, Federal Co- chairman McCandless, William M. Panama Canal Company, President Leber, W. P., Maj. Gen. Railroad Retirement Board, Chairman Habermeyer, Howard W. Renegotiation Board, Chairman Hartwig, Lawrence E. Securities and Exchange Commission, Chairman Cohen, Manuel F. Selective Service System Director Hershey, Lewis B., Lt. Gen. Small Business Administration, Administrator Samuels, Howard J. Subversive Activities Control Board, Chairman Manhan, John W. Tax Court of the United States, Chief Judge Drennen, William M. Tennessee Valley Authority, Chairman Wagner, Aubrey J. United States Arms Control and Disarma- ment Agency, Director Foster, William C. United States Civil Service Commission, Chairman Macy, John W., Jr. United States Information Agency, Director Marks, Leonard H. United States Tariff Commission, Chairman Metzger, Stanley D. Veterans Administration, Administrator Driver, William J. xiv 6 November 24, 1953 SUMMARY SHEET Fice FEDERAL PERSONNEL PROBLEM Purpose The attached material is based on information received by various Republican senatorial offices. Its purpose is to bring to the atten- tion of the Administration a pattern of operation within the personnel branches of the executive agencies and departments which we believe is highly detrimental to the programs of the Administration. Due to limitations of time and personnel the scope of this material has been confined to the presentation of selected examples which we believe are sufficient to indicate the pattern of operation. In brief, the evidence would indicate that the following objec- tionable practices exist: Personnel and organization and management directors who are closely allied with the previous Administration are ignoring qualified people who are recommended for positions with the federal government. Available positions in the federal government are being filled by personnel who are not in sympathy with the present Administration and its policies and it is believed that personnel directors as well as organization and management directors in the departments and agencies are instrumental in obtaining such appointments. Certain recently reorganized agencies and departments wuld appear to have failed to take advantage of reorganization powers granted them by Congress with respect to the hiring of personnel. The Civil Service Commission has recently revoked its previous order which would have permitted the reorganization of bureaus within agencies and departments without the transfer of personnel. There is a well defined pattern of transfers between agencies involving personnel directors and organization and management directors which indicates an interlocking scheme of protection and organization designed in part to protect incumbents in government positions and to thwart the appointment of qualified individuals who are sympathetic to the new administration. Recommendations The following changes are suggested: A broader interpretation of the executive order which establishes Schedule C positions to include all policy making positions in the executive branch of the government. 2. Personnel and organization and management directors should be made Schedule C positions (see attached list of personnel directors with dates of appointment; personal histories of personnel directors may be found in agency files.) To relieve the immediate situation the position of special assist- ant for personnel should be created in each agency and department. RECOMMENDATION FOR PERSONNEL DIRECTORS JOBS BEING PLACED IN SCHEDULE "C" Patronage bottlenecks are caused by existing agency resistance through government operations control. Democrats in policy making key positions have this year and will continue, unless constructive steps are taken to adopt a new pattern, to embarrass the Republican senators, congressmen and the Republican National Committee. Everyone tells the same story - Republican people are sent to the agencies and they rarely ever get hired - why? Is it really because of the Republican budget cuts? During the last twenty years the Democrats built up a new organiza- tion and they covered up in their reorganization two very important and crucially key positions. Seventy-two laws were passed during this time which directly or indirectly consolidated these positions through Civil Service Commission authority until today there is in control of government an operating group small in number but protected by these laws authorizing the Civil Service Commission to give these jobs and men the protection anticipated by Democrats and now needed by them. In every agency the Administrator or Secretary knows what he wants to do policywise but must have the willing cooperation of two men: the Personnel Director and the Organization and Procedures Director. Pre- sently, these jobs and men are placed under the protection of the Civil Service Commission and can't be touched because they are declared to be non-policy making positions. In government there is what is known as a job description covering the duties of the individual. This job description is approved by CSC and a man having the qualifications to fit the job must be selected to fill the job and he must be approved by the CSC. Where private 2. industry would keep changing the job descriptions to truly reflect the true duties of the personnel director - government does not. The result is a piece of paper legally correct but out of date when the true and factual duties of the incumbent are known. At present, personnel direc- tors are today not performing in accordance with the job description listed with CSC but are determining which people are hired and which are not by using the gimmicks of the CSC and controlling subordinates to the advantage of the Democrats and keeping the qualified Republicans out. Our present CSC is not rendering a favorable climate for Republican appointments and unless the jobs of Personnel Directors and Directors of Organization and Management are placed in Schedule C and the CSC gives a clear cut two to one majority for the Republicans, the unfavor- able situation will continue. The Personnel Director is a key man in that he is recommending changes and keeping his administrators advised. Especially since many top level Republican appointees are new to government and they tend to feel helpless and rely upon the advice of the incumbents as they would in business. This makes the Personnel Director and the Organization and Management Director even more of a policy maker. In government the employees are very party conscious and tend to be loyal to those who appointed them, not those who keep them in the jobs. There are many who feel they belong to the club and as long as they do they are in and when their club is out of power they expect anything to happen but they drag their feet meanwhile. This applies to the grade 9 jobs and above, quite across the board and in some cases certain lower positions. 3. The difference between the function of personnel directors in private industry and government is that personnel directors along with the other officials of a private firm are all members of the same team, whereas in the government they are appointed by one or the other poli- tical party. Regardless of the fact that they claim to be career people their sympathies remain with the political party responsible for their appointment. It is our belief the key to the whole thing, the situation of appointments in government, are with the directors of personnel and the directors of organization and management. (See attached list of personnel directors with dates of appointment.) On May 29, 1953, the Civil Service Commission issued an order "Which would enable an agency to abolish a bureau, lay off all its employees, transfer their functions to another bureau and staff the new bureau with completely new employees." This would have given personnel directors an opportunity to ride the agency of old new deal Democrats who were not cooperating with the Administration and to replace them with capable Republicans in accordance with Civil Service Commission authorization. If there had been personnel directors appointed by Republicans they would no doubt have taken advantage of this opportunity. This order was laterrescinded, just prior to the reorganization at Department of Agriculture. It is alleged that personnel people at Agriculture compli- mented the Commission on this action. They stated that by rescinding this order the Secretary of Agriculture was prevented from doing some things he wanted to. This is disloyalty. To our knowledge, only one department has replaced the Director of Personnel with a Republican appointee. The argument has been offered 4. that the position of Director of Personnel is not on a policy making level. It is pointed out that a reference to the Civil Service job des- cription of this position and of actual duties and influence will indi- cate it to be of a high policy level. As the situation is today, the personnel directors are able to work together to the point of giving reductions in force in one agency and arranging with directors of person- nel in another agency to rehire good Democrats released from the first agency. For example, in a position at Foreign Onerations Administration, a position as Chief of Recruitment was authorized by Organization and Management and while the record indicates there was a Republican quali- fied under Civil Service standards for the position within the agency, it is alleged a man was brought over from the State Department - "Walter Curtis" and placed in this job at a GS-14. We are told Curtis worked for an insurance company prior to 1947 when he went into the State Department as an employee. In 1947, he was earning $4200 per year. He has been brought along as fast, if not faster, than Civil Service promotional regulations would permit and through the cooperation of his "friends" qualified for $9600. Curtis was endorsed by George Elison, Arch K. Jean and Judson H. Lightsey from the State Department. Lightsey was originally connected, or worked under, Henry A. Wallace in the Board of Economic Warfare and has been a long term new dealer, as are Elison and Jean. Lightsoy has since been transferred to U.S.I.A. and on at least one occasion a Senator's office was told that he was the man that must be contacted on personnel matters. This is another case of trans- fers in order to control the personnel situation. PLACEMENT ASSISTANCE In connection with reduction in force notices at Foreign Operations 5. Administration, the following are some of the individuals who received their notices: Jay Wescott, Everett Bellows, Robert Whitett, Harry Clement. Interviews were arranged for them under cloudy circumstances with recruiting representatives of UNKRA here in Washington. These men were interviewed according to a pre-arranged plan and offered positions with UNKRA in Korea. All of the above named it is alleged are well known extreme new dealers with political philosophies of the extreme left. It might be pointed out that as far as can be determined, none of the Republicans receiving reduction in force notices at that time were allowed the benefit of such interviews. This would indicate that the Director of Personnel at Foreign Operations Administration, or at least some of his assistants, are most certainly working in close con- tact with the personnel people at UNKRA. We might remind the reader at this point that Tyler C. Wood, a Democrat of long years of government service, is heading the Foreign Operations Administration mission in Korea and has as his assistant Bill Coleman, another alleged new dealer. JOB CREATION In the case of an individual at Foreign Operations Administration reduced in force, an administrative position was "created" in the International Branch of the U. S. Office of Education to take care of this individual. Yet we are told there are no vacancies if we call there. This individual had been a personnel director in a private concern and was brought into the government by a Republican in a high office. The people making the offer to create the job in the Office of Education did not know of this man's affiliation with the Republican party at that time. This again would indicate a close working 6. relationship between personnel people in Foreign Operations Administra- tion and those in the Office of Education, which is indicative of the same kind of thing going on in other agencies. We are informed that where pressure is too great to keep a Democrat in a position, the plan is to get a so-called Republican with government service, and one with whom the old crowd is acquainted and attempt to have him fill the position. TECHNIQUE In connection with the filling of vacancies in agencies, these vacancies are held in suspended action and are not officially listed for recruitment until it is convenient to do so by the personnel director and/or the operating official or officials. This gives them an oppor- tunity to determine the "qualifications" of the candidate wanted for each job and many times enables the selection of an individual on a hand picked basis from within the agency or another agency or from recom- mendations given by those friendly to these people. At the time candi- dates are referred by letter from the offices of congressmen, senators and the Republican National Committee, these applicants are called in and given interviews and passed from the Personnel Department to operat- ing officials, or vice versa, who are appraised in advance of where these individuals come from and as a result a cursory interview takes place. The applicants leave with the knowledge that the position has not been officially cleared by the budget or the job description has not come out of Classification or the complete program in connection with that project has not been worked out. After the hand picked candidates have been selected, this whole project is dropped officially into place and any other candidates referred by congressmen, senators or the 7. Republican National Committee, or any candidate previously referred by these groups will be told that the job has already been filled and that no further openings exist. Thus, it is almost impossible to gain acceptance of Republicans under the present personnel set up. Where extreme pressure forces placement of a Republican for the record, an occasional one is taken in and given a job but remains "sealed off" where he can do no harm in terms of policy or otherwise. PROFESSIONAL SOCIETIES In Washington, there are today three professional societies to which many government personnel people, as well as Organization and Management people and some other categories, belong for the purpose of research and extending their influence as well as exchange of informa- tion, (1) The Society of Personnel Administrators in which many people below GS-12 belong. This Society is influenced a good deal by top Democrats in government agencies through their people who belong. (2) The Society for the Advancement of Management, Washington Chapter, is composed largely of the technical people usually at GS-13 and above, whose people belong to Navy, Air Force, Army, and technical agencies. (3) The Civil Service Assembly which has chapters throughout the United States. People who belong to this Society are usually old line civil servants, and many of the top career people belong to and support this organization. These people know one another and often hcld memberships in all three organizations. Information is exchanged and people are recommended by and recruited through these societies. It is alleged there is a close working relationship between the personnel directors and these organizations. To again indicate the policy making level and influence of the 8. personnel directors' positions, consider for example, the recruitment of personnel for overseas service. Prior to January 20, 1953, candidates were recruited and various processes were carried on concurrently, viz: interviews, reference checks, physical examination, security check, passport application, shots, which enabled the accepted applicant to be in the field in a relatively short time. An example exists where a candidate was picked up on the West Coast and was in Taipei within six or seven weeks (T. O. Ryhesbarger, a Geographer-FOA). This involved the cooperation of Personnel as well as Operations. Since January 20, 1953, applicants are required in the program at FOA to be recruited on the basis of consecutive rather than concurrent steps in the processing, such as first the interview, then references must be carefully checked and evaluated, following that security must be completed, followed by a physical examination and the answer received either favorable or un- favorable. The applicant's biography then must be cabled to the mission in which vacancies exist, a cabled reply received before passport appli- cation is made, shots cannot be given until the passport application has been made. All of this taking from three to six months. Upon inquiry one would be told that there is a clause in that order which indicates that any applicant considered priority can be recruited on a as priority basis. However, in a program such/FOA, operating on a temporary basis all overseas jobs are gonerally required as on priority basis. It is pointed out that personnel directors in all government agencies could, in this same way, slow down the program of the Adminis- tration. STATE DEPARTMENT In the case of six or eight jobs that were up for consideration 9. on a Schedule C basis after a Republican appointee had taken over as personnel director, within a week members of the Personnel Management Staff had influenced the newly appointed personnel director against authorizing the placement of these six or eight jobs in Schedule C. The individual that related this incident laughed about it indicating that it was rather unusual. Under the Democrats, this would not have happened. This was a Democrat in personnel of another agency indicating that the story had gotten around other agencies that the Democrats in the State Department could wield some immediate influence. EXAMPLES OF INFLUENCE IN PLACEMENT In order to give a few specific examples to demonstrate how person- nel directors are cooperating with one another to prevent placement of Republicans we submit below some cases brought to our attention. Post Office Department. Charles Hook, Jr., reports to Mr. Summerfield, Postmaster General. The Post Office Department is consider- ing a project whereby the United States will be divided into sixteen areas, or regions. An administrative officer for each region, a special assistant, personnel officer, an employment officer, a classifi- cation officer and whatever clerks and other personnel are needed will be appointed to administer the regional affairs. The first personnel officer to be appointed was a long time Democrat by the name of Arthur McLean, who was formerly at Federal Security Agency as Personnel Director. He was brought over to FOA by Everett Bellows, noted left winger. His inefficiency was soon apparent and he was told that if he didn't resign charges would be preferred. He chose to resign and he has recently been appointed Personnel Officer in the Cincinnati, Ohio, region and is scheduled to be out there within the next few days. (See 10. attached Jerry Kluttz story from Washington Post. This column printed a long time after this report came to us.) "Q. Who is responsible for the appointment? A. A Gus Hertz. He is a young consultant, probably about 32, but the point is age doesn't make much difference, job experience in the consultant field is what is important. He has been authorized by Mr. Hook to do the organization and management work in setting up these regions as well as the interviewing of all applicants for the job. "Q. What is his background? A. A long time Democrat. I haven't any idea where he is from. I know Hertz got out of the job he had by reduction in force. He came over to our office and the fellow he was formerly working with - Leonard Johnson, who is an officer of the Civil Service Assembly to which Hertz belongs, talked immediately to Mel Spector, Acting Personnel Director, about him. I think Johnson is Treasurer of that Society. When he found we didn't have a job he was told about creating a job in FOA. At that time they had Helen Elliot, who was there and they couldn't give this job to this fellow, so they got her to leave and they would have let that man get into this job, However, about that time Hertz received an appoint- ment at the Post Office Department." COMMISSION CONTACTS "One individual who is tied into this and he is with Civil Service Commission - Clyde Hall. If any members of the Societies want to know where these jobs are and who to see, you call Clyde Hall. "Q. What is his job? A. I don't know what title he has, but his office is supposed to be the office to help people get jobs. "Q. Is he in charge of recruiting of pormanent Civil Service? A. No, Ed Holland is in charge of placement of displaced career per- sonnel. Mr. Holland is a former O.P.S. Inspector - GS-13, and is alleged to be a well known good Democrat." VETERANS ADMINISTRATION Another specific example of how personnel people in one agency are working with those in another, is the situation at the Veterans Admin- istration. A man by the name of Longfellow, who is supposed to be a Republican, was appointed the Assistant Administrator under the Republican Administrator - Haegley. A vacancy occurred in the position of personnel director. Fred Zapollo was appointed. Fred Zapollo was originally in charge of the WPA program for a while in Harrisburg for 11. the State of Pennsylvania and was brought into Federal government by Oscar Ewing as personnel director at the Veterans Administration. He left that job - being recruited for the position of Chief of Employment shortly after ECA was formed on the bi-partisan basis under Paul Hoffman. Recently, he was moved from there upon the recommendation of the CSC and some others to the position of Personnel Consultant to General Kerr at the Veterans Administration, who had been appointed Assistant Administrator for Personnel Purchasing, etc. General Kerr, when he retired, was succeeded by Mr. Longfellow and Mr. Zapollo was made Acting Personnel Director. Here was an instance of a vacancy on a high level position being filled by a Democrat in spite of the fact that the Administrator was a Republican appointee. Several apparently quali- fied candidates were endorsed by senators, the Republican National Com- mittee and by the personnel people at the White House. Here is another instance of where personnel people now classified under Civil Service are transferred from one agency to another in order to assure the Democrats of keeping a firm hand on the personnel situation. "Q. You mentioned that Donald Dawson was still very active. How was this possible? What is he doing? A. He has an office here in town as a consultant. "Q. What kind of a consultant? A. He doesn't say what kind of a consultant he is. Dawson was direc- ting this Foderal Personnel Council and had his thumb right on top of it. For a long time they didn't know what to do or how he could be most effective working from his house. After the new Administration took over, he decided the Republicans weren't going to clean out personnel people SO he opened an office and is listed as just consultant. The word is to see Donald because he still has people under his thumb. "Q. In view of his prior activities, do you have any knowledge or in- formation whether he is hired as a consultant to obtain jobs with the Government? A. No, just from what I hear from the boys. "Q. You mentioned before that right after January the personnel people 12. all expected to be moved? A. Yes. Not only the personnel top people but the management group. Any people that the Democrats felt that were policy making people and they were making temporary plans to leave Washington. As far as they were concerned the group behind Dawson is A.D.A. and Bob Nathan - he is working with them. PUBLIC HEALTH "In Public Health, there is another example, Carl Nasi. I don't know what his background is. He is a public health civil engineer. He came from Public Health to the number two spot in MSA/PHS. Now he is acting due to Dr. Hedley's death. Carl just moved up. Not appointment. They have a fellow in mind - I don't know what his name is - a long time Democrat, however." In this agency we have another instance of a vacancy in the pesi- tion of personnel director. A Democrat was appointed. INTERNAL REVENUE In the Internal Revenue Department many examples are evident. Harold Vance, head of Management at OPS, after election moved over to the Internal Revenue Department in a high management position and took his secretary with him. Philip Charles applied to FOA for a grade 15 Deputy Personnel Director. FOA was told by CSC that unless Charles was hired they would not approve anyone else. Since Mel Spector, acting Personnel Director, wanted Edward MacMinaman, who was with him in Paris in this job, arrangements were made on the inside with Edward Montague, Director of Personnel at Internal Revenue, for Charles to be employed over there; thus, opening the job at FOA for Mac Minamen. Edward Montague, former Director of Personnel for the State Department, was transferred to the Internal Revenue Department as Personnel Director. Winston McNamara, Assistant Chief of Recruitment at FOA was transferred to the Internal Revenue Department six weeks ago. It appears that the Democratic personnel people are concentrating on 13. "loading" the Bureau of Internal Revenue. Evelyn Robison in the position of assistant to Jane Ganeshan, brought into FOA by Spector, Acting Personnel Director. She was formerly Administrative Officer at OPS. She was moved into this position at OPS never having had a day of experience in personnel work, but is a well known Democrat. Miss Robison was first hired at FOA on the basis of 90 days but since has been moved into this position, apparently to stay. OVERSEAS EMPLOYMENT The following are selected cases which illustrate the fact that overseas employment affords a convenient foxhole for politically active Democrats. Other cases could be cited but unfortunately, there is no central depository of the personnel records of persons employed by the United States Government in its overseas establishments. It is ex- tremely difficult to get personnel information in regard to overseas employment because such information is scattered throughout the Executive establishment and by that method, is well hidden. (1) Eugene H. Merrill, Chief, INFRA Construction Section NATO, Paris, France. Merrill's present position pays $14,300 per annum (Grade FSR-1), exclusive of allowances, etc. This appointment was made subsequent to January 20, 1953. Merrill is the close personal friend and political protege of former Congressman Walter K. Granger, Democrat of the State of Utah. In May 1952, Granger put Merrill's name forward for appointment to the Board of Directors of TVA. This recommendation culminated a long series of New Deal-Fair Deal positions held by Merrill dating from November 1941 - oTM, WPB, State, Military Govt.-Germany, NPA and DPA. 14. In the heat of the 1952 Presidential campaign, President Truman appointed Merrill a member of the FCC. This appointment was announced by President Truman in the course of a campaign speech at Provo, Utah, Merrill's home state. Following the November election, President Eisenhower withdrew the Merrill appointment. Thereafter, Merrill was appointed to the $14,000 job which he now holds. The report of contributions filed by the Democratic National Com- mittee with the Clerk of the House of Representatives shows that in October 1952 Merrill contributed $100 to the Democratic Campaign Fund. This is but one item in a long record of financial contributions and support for the Democratic Party and individual Democratic candidates. In 1950, Merrill contributed $100 to Democratic Congresswoman Reva Beck Bosone and $150 to Democratic Congressman Walter K. Granger. Inasmuch as Merrill was then on the Federal payroll, the propriety of these con- tributions was questioned and made the subject of national publicity. The contributions seem to transgress the provisions of the Act of June 25, 1948 to make it a criminal offense for government employees to donate monies to members of Congress. (2) Guy J. Swope, Special Assistant to the High Commissioner (Germany) Swope's position pays $14,000 per annum (Grade FSR-1), exclusive of allowances, etc. This appointment was made prior to January 20, 1953. Swope is an ardent and active Democrat. He served one term in the Congress of the United States (1937-39) as a. Democratic member of Con- gress from the State of Pennsylvania. Thereafter he was appointed Auditor and then later Governor of Puerto Rico; then Director of the Division of Torritories in the Department of the Interior--these were outright patronage appointments requiring the clearance of the Democratic 15. National Committee. During the war, Swope was a commissioned officer in the United States Navy. Thereafter, he held several important jobs in the U. S. Military Government, first in Japan, and now in Germany. The official Democratic National Committee report of contributions for 1952 shows that in October 1952 Swope contributed $300 to the Democratic Campaign Fund. No effort has been made to search out his contributions in prior years but it can be reasonably assumed that such contributions were made. (3) William E. Warne, Director of Operations, U. S. Mission to Iran. Warne holds a position paying $13,200 per annum (Grade TCA-1), exclusive of allowances, etc. Warne's appointment to his present position was effected prior to January 2C, 1953, He has a long record of New Deal-Fair Deal employment and enjoyed very special trust and confidence of New Deal-Fair Deal officials in the U. S. Department of the Interior. Warne has an open and well-known record of active Democratic partisanship. He is a former publicity man who rose to become Assistant Secretary of the Interior under former Secretary Oscar Chapmen. He stepped down from his position as Assistant Secretary to become Assistant Commissioner of the Bureau of Reclamation and it was from this position that he was appointed to his present position in Iran. This personnel action was taken in November 1951. No attempt has been made to search out Werne's record of contribu- tions to Democratic campaign funds. 7 25c This reprint is one of many scholarly articles PS-399 designed for convenient use by students and professionals. Published by the College Division. THE BOBBS-MERRILL REPRINT SERIES IN THE SOCIAL SCIENCES York THE SELECTION OF FEDERAL POLITICAL EXECUTIVES* DEAN E. MANN The Brookings Institution Central to the problem of obtaining intelli- tively brief period at the beginning of the Eisen- gent and effective management and policy di- hower administration, alleging that they were rection in the federal government are the the product of big businessmen fathers, Ivy sources and procedures used in the selection of League colleges, large corporations or big law federal political executives. These executives, firms, and country clubs, all of which made occupying positions usually subject to presi- them "representative of the corporate rich." In dential appointment and senatorial confirma- their landmark study of Federal Administra- tion, constitute the "key group in making tors,4 now 25 years old, Macmahon and Millett representative government work within the said that "appointments to assistant secre- executive branch." Through them the Presi- taryships have been political in most connota- dent directs and controls his administration, tions of that word, with little regard for creates political support, and establishes lines qualifications or the needs of the posts. Few of of defense for his political program. Increasing the occupants of these positions have been attention has been paid to the selection process conspicuous individuals." One imaginative in recent years because of frequent reports of commentator asserted that the difference be- extreme difficulty in recruiting able people, in- tween a Roosevelt New Dealer and a Truman ability to retain their services, and allegations Fair Dealer was about 30 pounds; the differ- that those who have served have proven less ence between an Eisenhower and a Kennedy than adequate. The problem as broadly stated executive was about 30 years and a shift from by the (Jackson) subcommittee on National "gentlemen 'C' boys" to Phi Beta Kappas. Policy Machinery of the Senate Committee on For the present study, several approaches Government Operations is: "how to make the were taken in obtaining information on the quality of appointments of private citizens to process of selecting political executives. First, national services keep pace with the spiraling we secured biographical information on all complexity and difficulty of foreign policy and political executives who had served in the defense problems."2 federal government between 1933 and 1961. The information available on the back- Using standard biographical sources and in- grounds of men who have served as political formation supplied by the federal agencies, we executives, the duration of their terms, the assembled profiles of these executives, including procedures used in their selection and their information on place of birth, education, occu- reactions to the prospect of government pation, residence, party affiliation, age at the service-in short, the information to substanti- time of appointment, and length and kind of ate these charges-has hitherto been highly im- previous public service. Second, using a modi- pressionistic, based on inadequate data, out of fied random sampling procedure we chose 108 date, or tinged with ideological preferences. To cases of appointments during the Truman, cite but a few examples, C. Wright Mills char- Eisenhower, and Kennedy Administrations for acterized the second team of the political direc- an intensive investigation to learn the pro- torate in his Power Elite³ on the basis of a rela- cedures followed in the recruitment and selec- tion of political executives. Interviews were This paper is taken from a book to be pub- lished in 1964 by the Brookings Institution, 4 New York, Columbia University Press, 1939, Washington, D. C., by Dean E. Mann with the p. 302. collaboration of Jameson W. Doig. An earlier ver- 8 William V. Shannon, "The Kennedy Ad- sion was presented at the Midwest Conferer ministration: The Early Months," The American Political Scientists, Chicago, May 1963. Scholar, fall 1961, pp. 484-85. 1 Commission on Organization of the Exe 6 As defined in this study political excutives tive Branch of the Government, Task Force R are limited to under secretaries and assistant port on Personnel and Civil Service, February secretaries in major departments and deputies in 1955, p. 39. several other agencies: Bureau of the Budget, 2 "The Private Citizen and the National Serv- Veterans Administration, General Services Ad- ice," Organizing for National Security, Hearings, ministration, Housing and Home Finance Agency, vol. 3, 1961, p. 63. Office of Civil and Defense Mobilization, United 3 New York, Oxford University Press, 1956, p. States Information Agency, International Cooper- 233. ation Administration and predecessors. 81 Reprinted from THE AMERICAN POLITICAL SCIENCE REVIEW, Vol. 58, No. 1, March, 1964 Copyright, 1964, The American Political Science Association All rights reserved Notes THE BOBBS-MERRILL COMPANY INC. SUBSIDIARY OF HOWARD W. 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