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    "ocrText": "2015-0308-F\n[\n]\nFriday, September 09, 2016\nFOIA Marker\nThis is not a textual record. This FOIA Marker indicates that material has been removed\nduring FOIA processing by George W. Bush Presidential Library staff.\nPresidential Personnel, White House Office of\nBullock, Katja - Agency Files - Candidates\nLocation or\nNARA Number:\nFRC ID:\nOA Number:\nStack: Row: Sect.: Shelf: Pos.:\nHollinger ID:\nW\n13\n17\n5\n2\n5018\n17953\n7780\n7881\nFolder Title:\nCruz, Heidi Nelson [Folder 2]\nWithdrawn/Redacted Material\nThe George W. Bush Library\nDOCUMENT FORM\nSUBJECT/TITLE\nPAGES\nDATE\nRESTRICTION(S)\nNO.\n001\nForm\nPPO Non-Career Appointment Form\n1\n03/22/2001\nP6/b6;\n002\nResume\nHeidi Suzanne Nelson [page 1]\n1\nN.D.\nP6/b6;\nCOLLECTION TITLE:\nPresidential Personnel, White House Office of\nSERIES:\nBullock, Katja - Agency Files - Candidates\nFOLDER TITLE:\nCruz, Heidi Nelson [Folder 2]\nFRC ID:\n5018\nRESTRICTION CODES\nPresidential Records Act - [44 U.S.C. 2204(a)]\nFreedom of Information Act - [5 U.S.C. 552(b)]\nP1 National Security Classified Information [(a)(I) of the PRA]\nb(1) National security classified information [(b)(1) of the FOIA]\nP2 Relating to the appointment to Federal office [(a)(2) of the PRAJ\nb(2) Release would disclose internal personnel rules and practices of\nP3 Release would violate a Federal statute [(a)(3) of the PRA]\nan agency [(b)(2) of the FOIA]\nP4 Release would disclose trade secrets or confidential commercial or\nb(3) Release would violate a Federal statute [(b)(3) of the FOIA]\nfinancial information [(a)(4) of the PRA]\nb(4) Release would disclose trade secrets or confidential or financial\nP5 Release would disclose confidential advise between the President\ninformation [(b)(4) of the FOIA]\nand his advisors, or between such advisors [a)(5) of the PRA]\nb(6) Release would constitute a clearly unwarranted invasion of\nP6 Release would constitute a clearly unwarranted invasion of\npersonal privacy [(b)(6) of the FOIA]\npersonal privacy [(a)(6) of the PRA]\nb(7) Release would disclose information compiled for law enforcement\npurposes [(b)(7) of the FOIA]\nPRM. Personal record misfile defined in accordance with 44 U.S.C.\nb(8) Release would disclose information concerning the regulation of\n2201(3).\nfinancial institutions [(b)(8) of the FOIA]\nb(9) Release would disclose geological or geophysical information\nDeed of Gift Restrictions\nconcerning wells [(b)(9) of the FOIA]\nA. Closed by Executive Order 13526 governing access to national\nRecords Not Subject to FOIA\nsecurity information.\nB. Closed by statute or by the agency which originated the document.\nCourt Sealed - The document is withheld under a court seal and is not subject to\nC. Closed in accordance with restrictions contained in donor's deed\nthe Freedom of Information Act.\nof gift.\n2015-0093-F\nPage 1 of 1\nThis document was prepared on Friday, September 09, 2016\n2015-0308-F\n2015-0311-F\nPreservation Copy\nUSTR\nCruz, 1 Heidi Neka\n03/22/01 THU 10:04 FAX\n0 002\nTHE WHITE HOUSE\nWASHINGTON\nPPO Non-Career Appointment Form\nIN HOUSE USE ONLY\nTO:\n, ASSOC DIR, PPO\nDATE SENT:\nFROM:\nPHONE:\nDATE IN:\nCANDIDATE:\nNelson, Heidi, S.\n(Last, First, Middle)\nPOSITION TITLE:\nSpecial Assistant\nGRADE: GS-15\nOffice of the U.S.\nDEPT/AGENCY: Trade RepresentativSUPERVISOR:\nNEW:\nAMENDMENT:\nRE-ESTABLISHMENT:\nUPGRADE:\nAGENCY TRANSFER:\nCURRENT ADDRESS: 600 17th Street NW\nPHONE:\n(b)(6)\nCITY: Washignton, DC\nSTATE:\nZIP: 20508\nRACE:\nC\nETHNIC HERITAGE: European\nDOB: (b)(6)\nSEX: F\nSSAN:\n(b)(6)\n2000 VOTING STATE:\nVOTING ADDRESS:\n(b)(6)\nCITY:\n(b)(6)\nCOUNTY: Arlington\nPARTY AFFILLIATION: Republican\nIF YOU DID NOT VOTE IN 2000, PLEASE EXPLAIN:\nPLEASE INDICATE 2000 BUSH/CHENEY OR OTHER CAMPAIGN INVOLVEMENT:\nFull-time Policy Staff in Sustin\nPOSITION/RESPONSIBILITY\nSUPERVISOR INCL PHONE NUMBER\nEconomic Policy\nJosh Belten 6-6594\nAPPLICANT'S SIGNATURE: DRJU\nDATE: 3/23/01\nA completed, political and personal resume with salary history, position description and\nOPM 1019/1652 form must be included for White House clearance to begin.\n1. a (Month, Day. Year)\nInformation on Schedule C\n3/5/01\nPosition and Incumbent\n& Name of Employing Agency, Bureau and Other\nExecutive Office of the President\n(Instructions for Use on Back)\nOffice of the U.S. Trade Representative\n1 Resson for Submitation\nNew inthority\nReustabilishment of authority\nUpgrade trans\nn\nOffice of Personnel Management\nDoungrade trant\n#\nRoom 6A12\n1900 E Street, NW.\nCharp in the (dd)\nWashington, DC 20415-0001\nChange h Immediate superviser\nCharge h organizational beatton\nNotes of entering B duty\nNation of vicating position\none (spectly):\n'd\na Position Time\n5. OPM Approved\n6. Occupation. Serial Grade or\nPosition Number\nSalary and Duty Station\nSpecial Assistant to the U.S. Trade Representative\nUSTR 0074\nGS-301-15\nWashington, DC\n7a. Name of Nominee or incumbert\nDate Entered an Duty (Menah Day. Ye\n2-7-01\nHeidi Nelson\nTO Name of Former Incurrent\nDate Position Vecared (Month, Day. Year\na Name and Complete Mailing Address of the Official D be informed of OPM's Action\nB. Title of Incumpents Supervisor\nU.S. Trade Representati\nExecutive Office of the President\nOffice of Administration\nSupervisor's Type of Pasition:\nPersonal Management Division\n3\nPAS\nRoom 4013, NEOB\n725 17th St.. N.W.\nPA\nWashington, D.C. 20503\nSES-Noncereer\nSES-(General)-Career\nSchedule C. Grade:CS-15\ndi\n10 Position Description Certification (Officials Type of Appointment)\n11. Questions may be Directed =\nI 1 I 1\nX\nPAS\nPA\nBES-Noncereer\nRochelle Gomes. 202-395\n108\nCERTIFICATION STATEMENT\n1 certify the the traition Indicated above. to which I request has been made a the Office of Personnel Management to except the\nposition from the competitive service because d b contidertial B policy-determing character MD not created relaty of primarily h\norder B detail the employee to the Who House\nMAR 6 2001\nSignature of Agency/Depantment Headt\nAmbassador Rita Haves\nDate:\nFOR OPM USE ONLY\nYour request for B Schedule C exception, reestablishment or amendment is Approved.\nYour request for a Schedule C exception, reestablishment or amendment is Disapproved.\nYour notification of EDD/Vacancy is acknowledged and recorded.\nSignature\nTips\nEffective DATE (Manth. Day. You!)\n1. Agency Position No.\nPOSITION DESCRIPTION (Please Read Instructions on the Back)\n2. Maason for Submission\n3. Service.\n4, Employing Office Location\n5. Duty Station\n6. OPM Certification No.\nRedescription\nNew\nHdatrs,\nField\nWashington, DC\nWashington; DOSE OF ADMIN\nReastablishment\n7. Fair Labor Standards ACI\nB, Financial, Statements Required MGith\nSubject 10 Is Action\nOther\nExecutive Personal\nEmployment and\nExplanation (Show any positions replaced)\nExempt\nNonexempt\nYes\nNo\nFinancial Disclosure\nAmarical Internals\n10, Position Status\n11. Position is:\n708\nSensitely\n4\nAil\n2\n54\n13. Competitive Level Code\nNon-\n3-Cmail\nCompetitive\nSupervisory\nSensitive\nSensitive\nExcepted (Specify In Remarks)\nManagerial\n14. Agency Use\n2--Nonertical\n-Special\nSES (Gen.)\nSES (CR)\nNeither\nSensitive\nServitive\n15. Classilled/Grades by\nOfficial Title of Position\nPav Plan\nOccupational Code\nGrade\nImitials\nDate\na. U.S. Office of Per-\nsonnel Management\nb. Department. Agency\nSpecial Assistant to the U.S.\nof Establishment\nTrade Representative\nGS\n0301\n15\nC. Second Level\nReview\no, First Level Review\ne. Recommended by\nSupervisor or\nInitialing Office\n15, Organizational Title of Position (If different from official title)\n17, Name of Employee (if recent, apacity)\nNelson, Heidi\n18. Department. agency. or Eximbilshment\nC. Third Subdivision\nExecutive Office of the President\na. First Subdivision\nd. Found Supelvision\nOffice of the U.S. Trade Representative\nb, Second Subdivision\nD. Fifth Subdivision\nSignature of Employee (optional)\n18. Employee Review-This 15 an accurate description of the major duties and\nresponsibilites of my position.\n20. Supervisory Certification. / certify that this 19 an accurate statement of\nknowledge that this information is to be used for statutory purposes relating\nthe major dunes and responsibilities DI this position and its organizational\nto appointment and payment of public runds. and that false or misleading\nrelationships. and that the position is necessary to carry out Government\nstatements may constitute violations of such statutes or their implementing reg-\nfunciions for which am responsible, This cortification is made with the\nulations.\nA. Types Name and Title of Immediate Supervisor\nb. Typed Name and Title at Higher-Lawel Supervisor oF Manager (optional)\nAmbassador Robert Zoellick\nF.S. Trade Rapresentative\nDare\nSignature\nDate\n21. Classification/Job Grading Certification. / certify that this position 12/13/01 #as been\nSignature Green\nzz. Position Classification Standards Used in Classifying/Grading Position\nclassified/greded as required By Title 5, U.S. Code. in conformance 6pm start\ndards published by the U.S. Office of Personnel Management or, it ne published\nstandards apply directly. consestently with me must applicable published atandards.\nTYPE Name and Title of Official Taking Action\nMatilde P Shallenberger, Associate Director\nIntermation for Employees. The standards, and information on their application,\nfor Human Resources Management\nare available in the personnel office. The classification of the position may be reviewed\nSignature\nDate\nand corrected by the agency or the U.S. Office of Personnel Management. Infor-\nmation on classification/job grading appeals, and complaints on exemption from\nFLSA, is available from the personnel office or the U.S. Office of Personnel\nManagement.\n23 POSITION Review\nInitials\nDate\nInitials\nDate\nInitials\nDate\nInitials\nDate\nInitials\nDate\na Employee (optional)\n= Supervisor\nC. Classifier\n24. Remarks\nA Confidential relationship of & schedule C nature is imperative since the incumbent\nwill be performing duties requiring a working knowledge of the political, personal and\nmanagement philosophies and views of the United States Trade Representative.\n25. Description of Major Dulies and Responsibilities (See Anached)\nNSN 7540-00-634-6285\nPrevious Edition Usable\n5008-108\nOF'S (Ree 1-801\nUS. Office of Personal Management\nPPM Chapter 209\nMAJOR DUTIES\nThe incumbent serves as Special Assistant to the United SUPERVISOR States Trade Representative (USTR),\ntittle\nschedule\nwho is Cabinet level with the title of Ambassador and an Executive Level I. Incumbent\nparticipates in the management of the USTR's program by assisting with the management of\ninternal non-technical programs and administrative activities of the Office. The performance of\n1\nthe assignments requires an extensive knowledge of the USTR's policies, views, and special\nlanguage\ninterests.\nadded\n1.\nDevelops an effective operational relationship and ensures that policy development is\ncoordinated with EOP offices, executive agencies, Congress, public Interest groups, and\n888\nstate and local governments, as appropriate, and advises the USTR of te parties' concerns.\nattachnic\n2.\nIncumbent is responsible for assisting the USTR with staff management and guidance.\nRecommends changes in office policy Coordinates and monitors projects planning and\nassignments within the office and advises the USTR on priorities. Follows up on projects\nto ensure conformity with directives and scheduling priorities. Incumbent attends staff\nmeetings and reports on matters related to own area of responsibility and follows up on\nissues raised requiring further research Also offers useful suggestions where appropriate.\n3.\nIncumbent acts as office focal point for receiving reviews of proposed policy regulations,\nor legislation dealing with or related to procurement proposed by others and coordinates\nstaff input.\n4.\nIncumbent responds to written and telephone inquiries for information relevant to\nprograms being conducted within USTR and is constantly aware of who within the office\nis conducting and monitoring the proress of these programs.\n5.\nGathers information on organizations requesting the USTR as a speaker, and compiles\nmaterials relevant to the objectives of the office or the subject of the presentation.\nFACTOR 1. KNOWLEDGE REQUIRED BY THE POSITION\n1\nThorough Knowledge of the names and positions of high officials in the White House,\nother parts of the Executive Office of the President, and Federal Government, and a high\ndegree of skill in meeting and dealing with people at this high level.\n2\nExtensive knowledge of the activities of the Office of United States Trade Representative\nand its role in the Executive Office of the President.\n3.\nThorough knowledge of the staff assignments and responsibilities. both substantive and\nadministrative, of USTR personnel. together with an intimate knowledge of the most\nappropriate and expedient points of contact on USTR matters.\n4.\nKnowledge of the way in which the executive branch of the Government operates and\nfamiliarity with the organization and operations of the various Federal departments and\nagencies.\n5.\nDiscretion and tact in dealing in sensitive areas. The highest level of personal integrity\nand loyalty is required in view of the confidential relationship that must exist between the\nincumbent and the USTR.\nFACTOR 2. SUPERVISORY CONTROLS\nThe supervisor sets overall objectives. The employee and supervisor, in consultation. develop\nthe deadlines, projects, and work to be done.\nThe employee has responsibility for planning. designing, and carrying out programs. projects,\nstudies, or other work independently.\nCompleted work is reviewed only from an overall standpoint in terms of feasibility,\ncompatibility with other work, or effectiveness in meeting requirements or expected results.\nFACTOR G. GUIDELINES\nWritten and unwritten procedural and general policy guidelines are available, but the application\nof the guidelines often leaves much to the judgement of the incumbent Incumbent must be\nknowledgeable about the status of proposed and pending legislation, and must keep acquainted\nwith the substantive content and status of the work of the USTR. Incumbent obtains by personal\ninvestigation, or by consulting other officials, facts and judgements which will facilitate prompt\nand accurate decisions by the USTR\nFACTOR 4. COMPLEXITY\nDue to the nature of this position. the incumbent frequently finds the USTR confronted with\noffice emergencies. frequent interruptions and changing needs, which must be able to handle\neffectively without guidance. The incumbent must be able to deal with pressure created by such\nemergencies and assist in shielding the USTR from becoming involved.\nFACTOR 5. SCOPE AND EFFECT\nServing as a Special Assistant to the United States Trade Representative, who has Ambassadorial\ntitle and Cabinet rank (Executive Level 1). the incumbent participates in the management of\nUSTR's programs by performing duties requiring both a good working knowledge of the\norganization and performing duties requiring both a good working knowledge of the organization\nand programs under the Ambassador's jurisdiction and an intimate knowledge of his policies. In\naddition, the incumbent must have a solid understanding of the Ambassador's views on current\nproblems and issues. The incumbent will also be responsible for accepting or declining official\nsocial functions for the Trade Representative.\nFACTOR 6. PERSONAL CONTACTS\nb,\nIncumbent has extensive, frequent contacts, in person and by telephone with key officials in the\nOffice of the USTR, White House personnel, Cabinet and Sub-Cabinet officials, Members of\nCongress and senior corporate executives.\nFACTOR 7. PURPOSE OF CONTACTS\nContacts are made for fact finding and data gathering. Incumbent solicits views on USTR's\npolicy proposals, and coordinates the efforts of the Office.\nFACTOR 8. PHYSICAL DEMANDS\nThe work is sedentary. The incumbent must have sufficient stamina to work overtime and to\nwork in a hectic atmosphere.\nFACTOR 9. WORK ENVIRONMENT\nThe work is performed in an office or conference room setting.\nHEIDI SUZANNE NELSON\n(b)(6)\[email protected]<mailto:[email protected]>\n(b)(6)\n- cell; 202.622.0298\noffice\nAvg graduating\nEducation 1998 2000 hARVARD business school BOSTON, ma Masters in Business\nAdministration, June, 2000. Research Associate to faculty of international finance. Wrote and published\nvalan\ncase study on a U.S. multi-national and its global strategy as affected by U.S. foreign policy and economic\n175-380k\nconditions abroad. Performed market research on economic factors impacting various asset classes;\ncompared aggregate indicators to empirical data. Member of International Development Club, Finance\nClub, and Ibero-Americana Club.\n1994 1995\nuniversite libre de bruxelles, solvay school\nBrussels, Belgium Rotary\nInternational Ambassadorial Scholar. Master of Arts Degree, European Studies, Honors. Took courses on\nEuropean Political and Financial Institutions; European Union policy towards Eastern Europe; European\nInternal Market; European Trade Policy towards external commercial community.\n1990\n1994\n1992-1994 claremont mckenna college\nClaremont, Ca Bachelors of Arts in\nEconomics and International Relations, magna cum laude, 1994. Phi Beta Kappa. Economics Faculty\nHonor for best senior thesis, \"Optimal Currency Area: Exchange Rate Policies for Emerging Market\nEconomies - Czech Republic. Hungary and Poland\". Scholar at Lowe Institute of Political Economy.\nPresident of Claremont McKenna College Republicans. California Youth Delegate, 1992 Republican\nNational Convention, Houston, TX.\nExperience Jun - Nov 2000\nNov-Dec 2000 Dec -Jan 2001\nBush-Cheney 2000\nPolicy Staff focused on economic policy Tax Policy\nApplied the President-elect's tax plan to\nAmerican families who exemplified its merits. Performed quantitative analysis, drafted memos to the\nPresident-elect, answered press questions about the plan and its practical implications.\nDrafted side-by-\nside analysis of President-elect's and Gore's tax plans; drafted the tax policy one-pager for the Bush-\nCheney website.\nWrote talking points and performed quantitative analysis for media surrogates.\nHelped draft debate responses to tax policy questions for the presidential debates.\nGeneral Policy\nDeveloped outline of pension policy for the campaign: conducted calls with Capitol\nHill, drafted questionnaire for pension interest group. prepared memo to President-elect on pending\nlegislation.\nHelped write W. Stands for Women book. produced for the President-elect's campaign\noutreach to women. Incorporated Social Security, Tax. Education, Family, and Healthcare policy issues.\nDrafted (as part of a team) Renewing America's Purpose.\nHelped negotiate\nRepublican Party Platform on Government Reform, Republican Convention, 2000. FLORIDA\nRECOUNT TEAM Policy Staff- assisted Political operation Helped design and implement the\nquantitative strategy during the recount in Miami-Dade County; helped tally ballot counts on spreadsheets;\ndeveloped model to perform summary statistics on voting data. Bush-Cheney TRANSITION\nDepartment of Treasury Coordinator Drafted questions for meetings with incumbent Treasury officials;\nparticipated in interviews; set up and participated in conference calls with Chief Economists at the major\nprivate sector banks; helped draft final briefing document for the incoming Treasury Secretary (focusing on\n114,225\nInternational Affairs).\nJan 2001 Treasum\nSummer 1999\nbancboston robertson stephens & Co. san francisco, ca Corporate Finance\n200k\nSenior Associate, eCommerce Services Group Helped develop IPO valuation models, positioned strategy\nand risks for investors, participated in financial and management due diligence, helped client prepare for\nand participated in roadshow presentation.\nApr - Sept 1998 United States Senate washington. Dc Assistant Economic Advisor to Senator\nAshcroft Helped research, design, and negotiate economic policy. Recommended changes in marginal tax\nrates, national debt paydown schedule, budget surplus. and government spending. Quantified\nrecommendations to determine what was economically feasible yet politically saleable. Conducted focus\nmeetings with other Senators and lobbyists to develop consensus on the plan.\n1995 1998\nj.p. morgan and co., inc.\nnew york, ny Investment Banking, Associate\nDeveloped valuation analyses, performed due diligence, prepared offering memoranda, and analyzed\nstrategic issues for companies in various industries. Latin America Mergers and Acquisitions Venezuelan\nconsumer products advisory: advised on expansion strategy in Latin America. Mexican privatization:\nadvised Mexican government on privatization strategy for state-owned petrochemical plants. Advisory for\nUS multinational: built model of stock merger, advised on international strategy. Cross-Border\nStructured Finance Argentine forward asset sale: led the execution of a $400m forward sale of oil for\nlargest company in Argentina, participated in negotiations to obtain a rating on the bonds. Brazilian\nforward asset sale: wrote sell book to investors. helped build cashflow model for $200m. South African\nprivate placement: sold $400m of privately placed debt to institutional investors.\nSummer 1992 United States house of representatives\nwashington,\nDc House Republican Conference, Conference Chair, Rep. Jerry Lewis, Intern.\nAssisted\nin planning weekly House Republican meeting agenda. Aided in dissemination of weekly news from\nHouse leadership to all Republican members.\nPublications and Activities\nPublished chapter in \"Exchange Rate Policies for Emerging Market\nEconomies,' Westview Press, 1999. Published American International Group, Harvard Business School\ncase for Capital Markets course. President of NYC Claremont McKenna (CMC) Alumni Chapter, 1995-\n1998. CMC Alumni Chair for five-year reunion, 1999. Tutor at East Harlem Tutorial, NYC, 1995-1997.\nConversant in Spanish, French. Completed Paris Marathon."
}