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FOIA Number: 2013-0661-F FOIA MARKER This is not a textual record. This is used as an administrative marker by the William J. Clinton Presidential Library Staff. Collection/Record Group: Clinton Presidential Records Subgroup/Office of Origin: National Service Series/Staff Member: Eli Segal Subseries: OA/ID Number: 1295 FolderID: Folder Title: "Business Plan" for National Service by Rick Allen Stack: Row: Section: Shelf: Position: S 66 2 8 1 01/26/93 11:43 213 274 1268 PACTED INTANGLE MEMORANDUM TO: Eli Segal FROM: Rick Allen Rick DATE: January 27, 1993 RE: Business Plan Enclosed please find a very preliminary business plan reflecting the input of the bulk of our group (I'm playing phone tag with the rest); if you believe I'm on the right track, let me know and I'll improve the drafting. Some key points: -- I have called it a business plan; "mission statement" has always struck me as a squishy phrase, redolent of college "beer and bull" sessions. -- Nonetheless. many (most?) of the standard business plan elements are missing-- you'll teil me which ones need addressing now. -- Although I've reviewed goals and essential elements for national service generally, I've tried to focus on the mission of your Office. -- The first unveiling of this plan (after you've revised it) would seem to be orally, when you meet with the President (eg., This is the direction I'm heading. does it track with your desires?"). Some other notes: 1. Re your budget: A fun fact for your conversation with Mac: Other Departments with lower-priority missions have enormously greater senior staffing. For example, Agriculture has 16 "executive" positions (essentially, $100,000 and up); Commerce has a whopping 28 (with 50 more paying between $80-90,000); Energy, 18, etc. 2. Re my schedule: I cleared my calendar, and am intending to take the red-eye out Thursday night, so 1 can stumble in for a full working day this Friday. Please call me as soon as possible to confirm that you'd like me there Friday, and I will change my flight plans. Note: John (and apparently Peter) prefer meeting on Friday-your call. 3. Rc staying in contact: Obviously, being out here limits my usefulness to you. Is there a way I can call Karen in the mornings to find out what you've got scheduled each day? Can we set a regular time when I can reach you by phone to get my assignments and get up-dates? 4. Re next "task force" meeting: Our first meeting was necessarily free-form; given your schedule. the next one should be focused to ensure that you get the input you need in the shortest possible time. If I'm there Friday. perhaps we can quickly huddle for this purpose. I hope you are holding up, and 1 look forward 10 hearing from you. R.A. PERSONAL & CONFIDENTIAL DRAFT 1-26-93 WHITE HOUSE OFFICE OF NATIONAL SERVICE OUTLINE OF BUSINESS PLAN Since the days of Greece and Rome when the word citizen was is title of honor, we have often seen more emphasis put on the rights of citizenship than on its responsibilities. And today, as never before in the free world, responsibility is the greatest right of citizenship, and service is the greatest of freedom's privileges. -- Robert Kennedy What are the President's goals for National Service? President Clinton has made it clear that national service aims to accomplish the following: 1) Reinvigorating the link between the individual and the community by fostering an ethic of service--redefining individual success and fulfillment to include active personal involvement in the challenges of the nation. 2) Enlisting the support of legions of talented "service warriors" to solve pressing national and local problems, in a way unlikely or impossible under current budgetary restrictions faced by governmental and non-profit service-providers. 3) Re-uniting a heterogeneous citizenry through common action and shared principles. 4) Strengthening local institutions (governmental and private sector) by providing new talent to assist their work, and establishing public/private networks which will provide a foundation for other initiatives. 1 DETERMINED TO BE AN ADMINISTRATIVE MARKING INITIALS: VB DATE: 4/1/16 01/26/93 11:44 213 .200 TRIANGLE 04 5) Expanding individual opportunity through the life-changing experience of a season of service, as well as by providing direct access 10 educational funding (or repayment). () Reasserting the efficacy of individual involvement, including by demonstrating the value of services performed by the politically marginalized: the young and the old. 7) Providing a prototype of a reinvented government. through a visionary program of broad scope, measurable benefit and decentralized efficiency. What are the elements of a successful national service vision? Structure: Non-bureaucratic Maximized local program control and use of existing service providers Coordinated, integrated federal efforts Strong audit function to minimize fraud Participants: Entirely volunteer (not compelled) Diversity of age and background (not solely disadvantaged) Maximized esprit de corps and group projects Qualified service programs: From all level of government. and qualified non-profits 2 01/26/93 11:44 213 274 1258 PA IF, TRIANCLE : Diverse funding sources (public/private; other governmental, etc.) to maximize leveraging of federal dollars ** Tasks which are dignified. hard and exacting, and rewarding to the participant and to the community What is the mission of the White House Office of National Service? National service in its most complete form involves individuals of all ages and backgrounds: government at all levels; and virtually all of our country's institutions. With a deliberately skeletal staff, the White House Office of National Service will undertake the following aspects of national service, frequently in conjunction with its colleagues in the executive branch. It will: 1) Staff the President, constituting the principal instrument translating his views and desires about national service to the various levels of government (including within the White House structure itself), the private sector and the public. 2) Develop the conceptual policy framework for national service, specifically including the relationship between service and post-service benefits (including the National Service Trust Fund). 3) Guide the legislative strategy to secure adoption of the President's national service vision. 4) Analyze, support, reorganize and coordinate existing federal service programs. 01/26/93 11:45 213 274 1268 FACIFIC TRIANGLE 2 06 5) Coordinate the administration and implementation of new service programs (including their components, such as the Trust Fund. as well as new national models such as the Police Corps). 6) Heighten public awareness of and excitement about: (i) service as a national goal and a worthy individual effort; (ii) Presidential proposals and new federal programs for service; (iii) successful service programs (by spotlighting their value to participants and their communities). 7) Increase the demand for service warriors from governmental bodies, non-profits and others. 8) Operate as the entrepreneurial arm of the executive branch, routing venture capital and start-up expertise to new or fledgling service-providers. interested states, localities and schools, and other promising programs. 9) Establish a national database which helps match interested individual participants with program slots. 10) Stimulate the establishment of state and local Service Commissions to qualify service providers and localize the message of season(s) of service. What is the Office's Work Program? Within the first month, the Office will: Provide President with "wish list" for Super Bowl-weekend Cabinet retreat Revise draft legislation re 1993 re-authorizations and Trust Fund [Note: This will require an Office position re (inter alia): levels of annual funding 4 01/26/93 11:45 213 it 1268 PACIFY TRANSURE for program and allocation of those funds: process of qualification of service programs; amount and timing of benefits (stipends? post-service vouchers?), use of benefits (school? first home? job training?); structure and guidelines for administration of program; relationship to revamped student loan program; relationship to other federal service programs and existing entities like the Commission; federalism issues; focus of federal funds (program support or just server benefits?); format of "venture capital" funding (block-grant or specific?): audit and oversight; and a myriad of other conceptual and practical issues] Draft sections of State of the Union regarding service Establish timetables and numerical goals for service participants Outline and commence communications strategy Rename national service effort (a "Peace Corps-hke" moniker) Staff the Office Increase budget Get assistance (through detailing) from other agencies Ensure Office's participation in selection of senior level appointees to existing service programs Describe structure for involving broad volunteer help (task force? non-profit like Inaugural Corp?) Solicit names for potential Commission members 01/26/93 11:43 213 274 1268 PACTFIC TRIANGLE MEMORANDUM TO: Eli Segal FROM: Rick Allen Rick DATE: January 27, 1993 RE: Business Plan Enclosed please find a very preliminary business plan reflecting the input of the bulk of our group (I'm playing phone tag with the rest); if you believe I'm on the right track, let me know and I'll improve the drafting. Some key points: -- I have called it a business plan; "mission statement" has always struck me as a squishy phrase, redolent of college "beer and bull" sessions. .. Nonetheless. many (most?) of the standard business plan elements are missing- you'll teil me which ones need addressing now. -- Although I've reviewed goals and essential elements for national service generally, I've tried to focus on the mission of your Office. -- The first unveiling of this plan (after you've revised it) would seem 10 be orally, when you meet with the President (eg.. This is the direction I'm heading does it track with your desires?"). Some other notes: 1. Re your budget: A fun fact for your conversation with Mac: Other Departments with lower-priority missions have enormously greater senior staffing. For example, Agriculture has 16 "executive" positions (essentially, $100,000 and up); Commerce has a whopping 28 (with 50 more paying between $80-90,000); Energy, 18, etc. 2. Re my schedule: I cleared my calendar, and am intending 10 take the red-eye out Thursday night, so I can stumble in for a full working day this Friday. Please call me as soon as possible to confirm that you'd like me there Friday, and I will change my flight plans. Note: John (and apparently Peter) prefer meeting on Friday-your call. 3. Rc staying in contact: Obviously, being out here limits my usefulness to you. Is there a way I can call Karen in the mornings to find out what you've got scheduled each day? Can we set a regular time when I can reach you by phone to get my assignments and get up-dates? 4. Re next "task force" meeting: Our first meeting was necessarily free-form; given your schedule, the next one should be focused to ensure that you get the input you need in the shortest possible time. If I'm there Friday, perhaps we can quickly huddle for this purpose. I hope you are holding up, and 1 look forward to hearing from you. R.A. PERSONAL & CONFIDENTIAL DRAFT 1-26-93 WHITE HOUSE OFFICE OF NATIONAL SERVICE OUTLINE OF BUSINESS PLAN Since the days of Greece and Rome when the word citizen was u title of honor, we have often seen more emphasis put on the rights of citizenship than on its responsibilities. And today, as never before in the free world, responsibility is the greatest right of citizenship, and service is the greatest of freedom's privileges. -- Robert Kennedy What are the President's goals for National Service? President Clinton has made it clear that national service aims to accomplish the following: 1) Reinvigorating the link between the individual and the community by fostering an ethic of service--redefining individual success and fulfillment to include active personal involvement in the challenges of the nation. 2) Enlisting the support of legions of talented "service warriors" to solve pressing national and local problems, in a way unlikely or impossible under current budgetary restrictions faced by governmental and non-profit service-providers. 3) Re-uniting a heterogeneous citizenry through common action and shared principles. 4) Strengthening local institutions (governmental and private sector) by providing new talent to assist their work, and establishing public/private networks which will provide a foundation for other initiatives. 1 DETERMINED TO BE AN ADMINISTRATIVE MARKING INITIALS: VB DATE: 4/1/16 01/26/93 11:44 213 279 .208 PACTFIC IRTANGLE 04 5) Expanding individual opportunity through the life-changing experience of a season of service, as well as by providing direct access 10 educational funding (or repayment). 6) Reasserting the efficacy of individual involvement, including by demonstrating the value of services performed by the politically marginalized: the young and the old. 7) Providing a prototype of a reinvented government, through a visionary program of broad scope, measurable benefit and decentralized efficiency. What are the elements of a successful national service vision? Structure: ** Non-bureaucratic Maximized local program control and use of existing service providers ** Coordinated, integrated federal efforts ** Strong audit function to minimize fraud Participants: Entirely volunteer (not compelled) Diversity of age and background (not solely disadvantaged) ** Maximized esprit de corps and group projects Qualified service programs: : From all level of government. and qualified non-profits 2 01/26/93 11:44 213 274 1268 PACIFIC TRIANCLE 05 Diverse funding sources (public/private; other governmental, etc.) to maximize leveraging of federal dollars ** Tasks which are dignified. hard and exacting, and rewarding to the participant and to the community What is the mission of the White House Office of National Service? National service in its most complete form involves individuals of all ages and backgrounds: government at all levels; and virtually all of our country's institutions. With a deliberately skeletal staff, the White House Office of National Service will undertake the following aspects of national service, frequently in conjunction with its colleagues in the executive branch. It will: 1) Staff the President, constituting the principal instrument translating his views and desires about national service to the various levels of government (including within the White House structure itself), the private sector and the public. 2) Develop the conceptual policy framework for national service, specifically including the relationship between service and post-service benefits (including the National Service Trust Fund). 3) Guide the legislative strategy to secure adoption of the President's national service vision. 4) Analyze, support, reorganize and coordinate existing federal service programs. 3 01/26/93 11:45 213 274 1268 FACIFIC TRIANGLE 08 5) Coordinate the administration and implementation of new service programs (including their components, such as the Trust Fund, as well as new national models such as the Police Corps). 6) Heighten public awareness of and excitement about: (i) service as a national goal and a worthy individual effort; (ii) Presidential proposals and new federal programs for service; (iii) successful service programs (by spotlighting their value to participants and their communities). 7) Increase the demand for service warriors from governmental bodies, non-profits and others. 8) Operate as the entrepreneurial arm of the executive branch, routing venture capital and start-up expertise to new or fledgling service-providers. interested states, localities and schools, and other promising programs. 9) Establish a national database which helps match interested individual participants with program slots. 10) Stimulate the establishment of state and local Service Commissions to qualify service providers and localize the message of season(s) of service. What is the Office's Work Program? Within the first month, the Office will: Provide President with "wish list" for Super Bowl-weekend Cabinet retreat Revise draft legislation re 1993 re-authorizations and Trust Fund [Note: This will require an Office position re (inter alia): levels of annual funding 4 01/26/93 11:45 213 274 1268 PACIFIC TRIANGLE V 07 for program and allocation of those funds; process of qualification of service programs; amount and timing of benefits (stipends? post-service vouchers?), use of benefits (school? first home? job training?); structure and guidelines for administration of program; relationship to revamped student loan program; relationship to other federal service programs and existing entities like the Commission; federalism issues; focus of federal funds (program support or just server benefits?); format of "venture capital" funding (block-grant or specific?): audit and oversight; and a myriad of other conceptual and practical issues] Draft sections of State of the Union regarding service Establish timetables and numerical goals for service participants Outline and commence communications strategy Rename national service effort (a "Peace Corps-like" moniker) Staff the Office Increase budget Get assistance (through detailing) from other agencies Ensure Office's participation in selection of senior level appointees to existing service programs Describe structure for involving broad volunteer help (task force? non-profit like Inaugural Corp?) Solicit names for potential Commission members 5 01/26/93 11:42 213 274 1268 PACIFIC TRIANGLE 1 01 operator - Please deliver to Room 146 as soon as C. RICHARD ALLEN possible. 9629 Brighton Way, Second Floor Beverly Hills, California 90210 Telephone (310) 275-9700 Facsimile (310) 274-1268 TO: MR. ELI SEGAL (202) 456-2461 (202) 456-2461 c/o Karen Ewing Room 146 OEOB DATE: January 26, 1993 RE: Bustness Plan PAGES TO FOLLOW THIS COVER SHEET: one (1) The information contained in this FAX message is intended only for the personal and confidential use of the recipient(s) named above. This message may be an attorney-client communication and as such is privileged and confidential. If the reader of this message is not the intended recipient, you are hereby notified that you have received this document in error and that any review, dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, lease notify us immediately by telephone, and return the original message to us by mail. Thank you. ANY QUESTIONS REGARDING THIS TRANSMITTAL PLEASE CALL (310) 275-9700. 01/26/93 11:43 213 274 1268 PACIFIC TRIANGLE 02 MEMORANDUM TO: Eli Segal FROM: Rick Allen Rick DATE: January 27, 1993 RE: Business Plan Enclosed please find a very preliminary business plan reflecting the input of the bulk of our group (I'm playing phone tag with the rest); if you believe I'm on the right track, let me know and I'll improve the drafting. Some key points: -- I have called it a business plan; "mission statement" has always struck me as a squishy phrase, redolent of college "beer and bull" sessions. Nonetheless, many (most?) of the standard business plan elements are missing-- you'll tell me which ones need addressing now. -- Although I've reviewed goals and essential elements for national service generally, I've tried to focus on the mission of your Office. -- The first unveiling of this plan (after you've revised it) would seem to be orally, when you meet with the President (eg., "This is the direction I'm heading does it track with your desires?"). Some other notes: 1. Re your budget: A fun fact for your conversation with Mac: Other Departments with lower-priority missions have enormously greater senior staffing. For example, Agriculture has 16 "executive" positions (essentially, $100,000 and up); Commerce has a whopping 28 (with 50 more paying between $80-90,000); Energy, 18, etc. 2. Re my schedule: I cleared my calendar, and am intending to take the red-eye out Thursday night, so I can stumble in for a full working day this Friday. Please call me as soon as possible to confirm that you'd like me there Friday, and I will change my flight plans. Note: John (and apparently Peter) prefer meeting on Friday-your call. 3. Rc staying in contact: Obviously, being out here limits my usefulness to you. Is there a way I can call Karen in the mornings to find out what you've got scheduled each day? Can we set a regular time when I can reach you by phone 10 get my assignments and get up-dates? 4. Re next "task force" meeting: Our first meeting was necessarily free-form; given your schedule, the next one should be focused to ensure that you get the input you need in the shortest possible time. If I'm there Friday, perhaps we can quickly huddle for this purpose. I hope you are holding up, and I look forward to hearing from you. R.A. 01/26/93 11:43 213 274 1268 PACIFIC TRIANGLE 03 PERSONAL & DRAFT CONFIDENTIAL 1-26-93 WHITE HOUSE OFFICE OF NATIONAL SERVICE OUTLINE OF BUSINESS PLAN Since the days of Greece and Rome when the word citizen was u title of honor, we have often seen more emphasis put on the rights of citizenship than on its responsibilities. And today, as never before in the free world, responsibility is the greatest right of citizenship, and service is the greatest of freedom's privileges. -- Robert Kennedy What are the President's goals for National Service? President Clinton has made it clear that national service aims to accomplish the following: 1) Reinvigorating the link between the individual and the community by fostering an ethic of service--redefining individual success and fulfillment to include active personal involvement in the challenges of the nation. 2) Enlisting the support of legions of talented "service warriors" to solve pressing national and local problems, in a way unlikely or impossible under current budgetary restrictions faced by governmental and non-profit service-providers. 3) Re-uniting a heterogeneous citizenry through common action and shared principles. 4) Strengthening local institutions (governmental and private sector) by providing new talent to assist their work, and establishing public/private networks which will provide a foundation for other initiatives. 1 DETERMINED TO BE AN ADMINISTRATIVE MARKING INITIALS: VB DATE: 4/1/16 01/26/93 11:44 213 274 1268 PACIFIC TRIANCLE 04 5) Expanding individual opportunity through the life-changing experience of a season of service, as well as by providing direct access 10 educational funding (or repayment). (i) Reasserting the efficacy of individual involvement, including by demonstrating the value of services performed by the politically marginalized: the young and the old. 7) Providing a prototype of a reinvented government, through a visionary program of broad scope, measurable benefit and decentralized efficiency. What are the elements of a successful national service vision? Structure: Non-bureaucratic ** Maximized local program control and use of existing service providers ** Coordinated, integrated federal efforts ** Strong audit function to minimize fraud Participants: ** Entirely volunteer (not compelled) Diversity of age and background (not solely disadvantaged) * Maximized esprit de corps and group projects Qualified service programs: ** From all level of government, and qualified non-profits 2 01/26/93 11:44 213 274 1268 PACIFIC TRIANGLE 05 Diverse funding sources (public/private; other governmental, etc.) to maximize leveraging of federal dollars Tasks which are dignified. hard and exacting, and rewarding to the participant and to the community What is the mission of the White House Office of National Service? National service in its most complete form involves individuals of all ages and backgrounds; government at all levels; and virtually all of our country's institutions. With a deliberately skeletal staff, the White House Office of National Service will undertake the following aspects of national service, frequently in conjunction with its colleagues in the executive branch. It will: 1) Staff the President, constituting the principal instrument translating his views and desires about national service to the various levels of government (including within the White House structure itself), the private sector and the public. 2) Develop the conceptual policy framework for national service, specifically including the relationship between service and post-service benefits (including the National Service Trust Fund). 3) Guide the legislative strategy to secure adoption of the President's national service vision. 4) Analyze, support, reorganize and coordinate existing federal service programs. 3 01/26/93 11:45 213 274 1268 PACIFIC TRIANGLE 06 5) Coordinate the administration and implementation of new service programs (including their components, such as the Trust Fund, as well as new national models such as the Police Corps). 6) Heighten public awareness of and excitement about: (i) service as a national goal and a worthy individual effort; (ii) Presidential proposals and new federal programs for service; (iii) successful service programs (by spotlighting their value to participants and their communities). 7) Increase the demand for service warriors from governmental bodies, non-profits and others. 8) Operate as the entrepreneurial arm of the executive branch, routing venture capital and start-up expertise to new or fledgling service-providers. interested states, localities and schools, and other promising programs. 9) Establish a national database which helps match interested individual participants with program slots. 10) Stimulate the establishment of state and local Service Commissions to qualify service providers and localize the message of season(s) of service. What is the Office's Work Program? Within the first month, the Office will: Provide President with "wish list" for Super Bowl-weekend Cabinet retreat Revise draft legislation re 1993 re-authorizations and Trust Fund [Note: This will require an Office position re (inter alia): levels of annual funding 4 01/26/93 11:45 213 274 1268 PACIFIC TRIANGLE 07 for program and allocation of those funds: process of qualification of service programs; amount and timing of benefits (stipends? post-service vouchers?); use of benefits (school? first home? job training?); structure and guidelines for administration of program; relationship to revamped student loan program; relationship to other federal service programs and existing entities like the Commission; federalism issues; focus of federal funds (program support or just server benefits?); format of "venture capital" funding (block-grant or specific?); audit and oversight; and a myriad of other conceptual and practical issues] Draft sections of State of the Union regarding service Establish timetables and numerical goals for service participants Outline and commence communications strategy Rename national service effort (a "Peace Corps-like" moniker) Staff the Office Increase budget Get assistance (through detailing) from other agencies Ensure Office's participation in selection of senior level appointees to existing service programs Describe structure for involving broad volunteer help (task force? non-profit like Inaugural Corp?) Solicit names for potential Commission members 5 FROM : C. RICHARD ALLEN PHONE NO. : 310 454 0508 P01 CONFIDENTIAL C. RICHARD ALLEN Fax and Telephone: (310) 454-0508* Receiver's Telecopier Phone Number: 202 456-1647 To: ELI SEGAL - Office of National Service % Office of Counsel to the President From: Rick Allen Message: Total Number of Pages, including this Cover Sheet: 8 Date: 2/1/93 Time: IF YOU DO NOT RECEIVE ALL OF THE PAGES AND CANNOT REACH US AT THE ABOVE NUMBER, PLEASE CALL 310/275-9700 *FACSIMILE TRANSMISSIONS MAY BE MADE BY (I) WAITING FOR THE ANSWERING MACHING TO PICK UP. AND THEN (II) BEGINNING YOUR TRANSMISSION. DETERMINED TO BE AN ADMINISTRATIVE MARKING INITIALS: VB DATE: 4/1/16 FROM : C. RICHARD ALLEN PHONE NO. : 310 454 0508 P02 MEMORANDUM TO: Eli FROM: Rick RE: Rick DATE: January 31, 1993 Follow-up PERSONAL & CONFIDENTIAL Brief notes on things to think about--watch out for--or observe in progress this week: I. Assigned Tasks: This is dealt with in a separate memo, attached. Please scan to ensure that (i) it covers your most urgent priorities; (ii) the right people have been assigned (or, in a limited number of marked new items, will be assigned); (iii) you disposition. agree you are the best person to handle the items flagged for your II. Reaction to Your Presentation to the DGA: We got sidetracked by the Jennifer Seniors interviow. 3 notes/suggestions: -- In every presentation, I'd suggest that you emphasize that national service is more than a year or two stint for kids-- it's an ethic that will get played out throughout an individual's life: their seasons of service. Even our initial legislation contemplates a broader view of service (although the benefit piece is only applicable to the student class). -- You were very effective on your goal of demonstrating your relationship with the President and your business credentials and mindset. -- Structurally, every presentation (whether a fixed speech or a panel presentation like Saturday) should work off of essentially the following format: 1) Who Eli is (FOB & businessman); how/why in job; 2) What national service means to the President (conceptually) 3) Why the audience should be excited about service (life-changing and problem-solving, etc.) 4) What we want from-or will do for--that audience. Robert should give you an outline and some rhetoric, which can become the matrix for future speaking gigs. III. Internal Politics: (1) Within the Executive Branch: I have told you I see national service as the analog to the Economic Conference: others on the "team" don't understand it yet and think it's likely to fail, but the minute they see it looks like a hit, they'll try to co-opt it. An early warning: look at the language in the 1/12/93 memo from Margaret McKenna and Mike Cohen to Gov. Riley "Even if you decide you do not want to take the lead nor "own" National Service, we believe you should have a critical role in making decisions on both of these initiatives." (emphasis added). (2) Within the White House: You've remarked on the difference between our "project" shop and the subject-matter 1 FROM : C. RICHARD ALLEN PHONE NO. : 310 454 0508 P03 departments (ie., everything except us). Luckily, everybody has too much work to worry too much about turf, but we have to keep our antennae up. (This is another good reason to have Julia over in Communications.) (3) Within our office: Reminds me of "Das Boot"--things get complex when you are in close quarters under intense pressure. I think we've got very capable people, with a team commitment. But we also have the beginnings of tensions to monitor (my job to take care of). I'll give you a quick take on this on Friday (not urgent). (4) When can we brief the First Lady? (5) How can we get dialogue with each Cabinet Department? Maybe we should chart a quick and friendly path to each Secretary, so you can contact them, introduce them to me (and we meet their deputy), BO we can get some contact going. We need it immediately for our program inventory, and may well require it indefinitely. IV. Staffing: (1) Diana: I will call Judy Harrington and see if we can hire Diana on ACTION's payroll. I will call Diana and tell her were working on it. (2) Julia: As I mentioned, I told her we wanted her and that you would be calling Dreyer to try to get her hired at $35,000. We need to discuss the message/outreach division of responsibilities if we get either or both of Diana and Julia. (3) Susan Stroud: We need to think through her role and particularly her relationship with Robert. Then I'll call her. (Keep in mind that the last thing we need is to have her with us, unhappy, and writing a book on it--the perfect revenge!) (4) Nancy: Again, let's clarify her assignment. Would we ever want to try to get her in at or near the top of Points of Light, in case it ends up having enough Hill friends to survive? I'd really like to see her use her business organizing skills to (i) get us some funding in a 501 (c) 3 format to hire some people and (ii) work on a solid private sector participation in the service movement (through the local level). (5) Legislative strategist: Given our conversation Sunday, my list now includes Bill Ratchford and McCurdy's person (Ms. Aldon?). Note also Khazei's recommendation of Jonathon Weiner (described in Alan's memo to you of 1/18), who is now the senior staff attorney on the Council of Economic Advisers. How should we proceed? (6) Kate, Chris and Ethan: I had a rushed, but I think useful, talk with them Saturday night. They are assigned as we discussed, with some specific assignments indicated on the attachment hereto. You need to call Catherine Milton re (i) they need to start getting checks, (ii) they need $25,000 a year (they' take $20,000, but that's really rough) and (iii) we need to know what reporting, etc. she needs from them. I suggest you do this; alternatively, you could do a call of introduction for me and I'd call her (I don't think these are subjects for a call between people who've never met, however). 2 FROM : C. RICHARD ALLEN PHONE NO. : 310 454 0508 P04 V. Legislation: I'll get you my comments on the draft legislation by tomorrow. Two inside-politics notes: (1) Points of Light will come at us the minute the draft surfaces. Do we want to specifically set up for them to compete for Agency (née Commission) funding, and set up a specific line item for funding to evaluate non-profits regarding their capacity to use service warrior volunteers? (2) ACTION: If it's clear that their funding will come through the new Agency, then we avoid Robert's problem (kill them now or they're authorized for at least 3 more years). However, please note that last time I checked, the Peace Corps was still under ACTION (ie., the latter was the umbrella for the former and VISTA). If so, we have to do a spin-off before we contemplate closing ACTION. VI. Me: (1) I'm looking at the following scheduling: Monday 2/1 to Thursday night 2/4 in LA Friday morning 2/5 to Thurs. night 2/11 in DC Friday 2/12 to Mon. night 2/15 (holiday) in LA Thereafter in DC, except occasional weekend commutes until the family comes out. (2) I fervently believe that I will take care of many headaches for you--but I know I'll never make it Nirvana. I'd ask for particular patience in the next 2 1/2 weeks, when your frustration may actually increase. I will stretch myself to the max to get the job done, trying also to set my family and business partners up for this extraordinarily abrupt change. (3) The other reason for getting me the highest classification you can wrangle: I need to go back and forth to the White House unimpeded (to see Sagawa, Galston and others there); to bring people in there with me, etc. Since the whole operation seems to operate on absolute positioning on the pyramid, the higher you can stick me, the more I'm likely to be able to do for you (without always having to wheel you in as the howitzer). (4) My car phone: (310) 880-8353. Also, remember that the home number is also a fax. Call me whenever. Please call me when you've been through this. R.A. 3 FROM : C. RICHARD ALLEN PHONE NO. : 310 454 0508 P05 CONFIDENTIAL--TO ELI ONLY ASSIGNMENTS FOR WEEK OF 2/1/93 (All assignments have been communicated already, unless noted) I. Office 1. Get computers, printers, fax and xerox machines. ASSIGNED TO: Karen and Chris TARGET COMPLETION DATE: End of day on 2/2 2. Get a functioning, compatible phone system. ASSIGNED TO: Karen TARGET COMPLETION DATE: End of day on 2/2 3. Get a competent receptionist and a functioning message system. ASSIGNED TO: Jim (under Karen's supervision) TARGET COMPLETION DATE: 2/1 4. Get incoming correspondence evaluated and routed ASSIGNED TO: Karen TARGET COMPLETION DATE: 2/1 5. Systematize form response letter production ASSIGNED TO: RG and Jim TARGET COMPLETION DATE: 2/5 6. Control and circulate important memos, etc. Every important memo should be given to Karen; she'll put a copy in a master file and route a copy to Robert (if policy) and GJ (if communications). Eli should also follow this system when people hand you items. 7. Get offices rearranged per Eli's plan. Could Eli please ask Karen to handle this, using Jim 8. Get a quick and fool-proof system for passes (regular and guest). Karen says she has this now in place. 9. Get a matrix to code incoming resumes and derive form responses. ASSIGNED TO: Karen for the matrix, RG for response TARGET COMPLETION DATE: 2/9 10. Get items for Rick's arrival (pass, computer, parking, cellular and beeper) ASSIGNED TO: Karen TARGET COMPLETION DATE: 2/4 1 FROM : C. RICHARD ALLEN PHONE NO. : 310 454 0508 P06 II. Staff 1. Get a legislative strategist ASSIGNED TO: Eli & RA TARGET COMPLETION DATE: Let's try to interview on 2/5 2. Get Diana ASSIGNED TO: RA to call Judy Harrington Eli to think through role TARGET COMPLETION DATE: 2/1 3. Get Julia ASSIGNED TO: Eli to call Dreyer TARGET COMPLETION DATE: 2/1 4. Get a White House Fellow ASSIGNED TO: Eli to interview (RA to suggest targets) TARGET COMPLETION DATE: 2/4 5. Get Kate, Chris and Ethan situation arranged ASSIGNED TO: Eli to call Milton TARGET COMPLETION DATE: 2/3 6. Settle salary with Gloria ASSIGNED TO: Eli TARGET COMPLETION DATE 2/1 7. Get Susan Stroud ASSIGNED TO: Eli to determine role, RA to call TARGET COMPLETION DATE: 2/3 III. Policy 1. Outline legislative strategy w/ Pastor ASSIGNED TO: Eli and team TARGET COMPLETION DATE: 2/1 2. Comment on and fine-tune draft bill This should be done by Eli, RA, RG and GJ TARGET COMPLETION DATE: 2/2 3. Coordinate vatting draft with Task Force ASSIGNED TO: RG TARGET COMPLETION DATE: 2/1 4. Inventory existing federal programs for budget authorization, years in existence, and collect material on mission and performance ASSIGNED TO: Ethan & Chris (departmental inquiry) TARGET COMPLETION DATE: 2/3 ASSIGNED TO: RG to follow-up on Eli's requests (CBO?) TARGET COMPLETION DATE: 2/3 2 FROM : C. RICHARD ALLEN PHONE NO. : 310 454 0508 P07 5. Pay courtesy visit to Stokes. ASSIGNED TO: Eli TARGET COMPLETION DATE: 2/9 6. Design a sexy and quick Executive Order on national service ASSIGNED TO: RG TARGET COMPLETION DATE: 2/5 7. Brief memo: why JPTA/CETA failed & lessons for us ASSIGNED TO: RG TARGET COMPLETION DATE 2/9 IV. Message 1. Start a master list of "brainstorms" ASSIGNED TO: RG TARGET COMPLETION DATE: 2/3 2. Begin draft message and rhetoric for State of the Union ASSIGNED TO: RG TARGET COMPLETION DATE: 2/5 3. Set process for getting a new name for National Service I'd like to assign this to Gloria, to do by 2/5 V. Scheduling 1. Prepare a Master Calendar (w/major service events & President's schedule) ASSIGNED TO: GJ, w/Karen TARGET COMPLETION DATE: 2/3 [Note: The scheduling system is for Gloria to review requests; interesting ones for you/our office she'll bring to the morning office staff meeting for discussion; ones for the President she'll route to Hale & Dreyer. Karen will handle responses to invites.] VI. Outreach 1. Analyze likely friends and opponents (especially: where will labor be?) I'd like Gloria to do this, by 2/5 VII. Other 1. Test donor receptivity to new 501 (c) on our issues I'd like Nancy to spend 10 days on this 2. Get Commission nominees from nominators selected by Eli I'd like Ethan to do a phone-around for this purpose. 3 FROM : C. RICHARD ALLEN PHONE NO. : 310 454 0508 P08 3. Get full biographies on existing Commission members and look for needed profiles for new appointees (for diversity, expertise, etc.) I'd like Ethan to do this over the next 10 days--until we shrink the Commission, we'd better control it. ELI: Please call me to confirm these directions, and I'll do follow up notes to each assignee. R.A. 4