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Nelson, Heidi
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Records of the Office of Presidential Personnel (George W. Bush Administration)
Katja Bullock's Files
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2015-0308-F
[
]
Friday, September 09, 2016
FOIA Marker
This is not a textual record. This FOIA Marker indicates that material has been removed
during FOIA processing by George W. Bush Presidential Library staff.
Presidential Personnel, White House Office of
Bullock, Katja - Agency Files - Candidates
Location or
NARA Number:
FRC ID:
OA Number:
Stack: Row: Sect.: Shelf: Pos.:
Hollinger ID:
W
13
15
9
1
4940
17875
7701
7802
Folder Title:
Nelson, Heidi
Withdrawn/Redacted Material
The George W. Bush Library
DOCUMENT FORM
SUBJECT/TITLE
PAGES
DATE
RESTRICTION(S)
NO.
001
Form
PPO Non-Career Appointment Form
1
03/22/2001
P6/b6;
002
Resume
Heidi Suzanne Nelson
1
N.D.
P6/b6;
COLLECTION TITLE:
Presidential Personnel, White House Office of
SERIES:
Bullock, Katja - Agency Files - Candidates
FOLDER TITLE:
Nelson, Heidi
FRC ID:
4940
RESTRICTION CODES
Presidential Records Act - [44 U.S.C. 2204(a)]
Freedom of Information Act - [5 U.S.C. 552(b)]
P1 National Security Classified Information [(a)(1) of the PRA]
b(1) National security classified information [(b)(1) of the FOIA]
P2 Relating to the appointment to Federal office [(a)(2) of the PRA]
b(2) Release would disclose internal personnel rules and practices of
P3 Release would violate a Federal statute [(a)(3) of the PRA]
an agency [(b)(2) of the FOIA]
P4 Release would disclose trade secrets or confidential commercial or
b(3) Release would violate a Federal statute [(b)(3) of the FOIA]
financial information [(a)(4) of the PRA]
b(4) Release would disclose trade secrets or confidential or financial
P5 Release would disclose confidential advise between the President
information [(b)(4) of the FOIA]
and his advisors, or between such advisors [a)(5) of the PRA]
b(6) Release would constitute a clearly unwarranted invasion of
P6 Release would constitute a clearly unwarranted invasion of
personal privacy [(b)(6) of the FOIA]
personal privacy [(a)(6) of the PRA]
b(7) Release would disclose information compiled for law enforcement
purposes [(b)(7) of the FOIA]
PRM. Personal record misfile defined in accordance with 44 U.S.C.
b(8) Release would disclose information concerning the regulation of
2201(3).
financial institutions [(b)(8) of the FOIA]
b(9) Release would disclose geological or geophysical information
Deed of Gift Restrictions
concerning wells [(b)(9) of the FOIA]
A. Closed by Executive Order 13526 governing access to national
Records Not Subject to FOIA
security information.
B. Closed by statute or by the agency which originated the document.
Court Sealed - The document is withheld under a court seal and is not subject to
C. Closed in accordance with restrictions contained in donor's deed
the Freedom of Information Act.
of gift.
2015-0308-F
Page 1 of 1
This document was prepared on Friday, September 09, 2016
Nelson, Heidi
USTR
perm.
Preservation Copy
Name, Last
First
Middle
Title
Occupation
NELSON
HEIDI
S.
Policy Advisor
Position Sought
Position
Firm / Agency
Schedule C, USTR
Policy Staff
Bush/Cheney 2000
June 2000 -
November 2000
Notables
-
Nelson worked for free for Bush/Cheney during the 2000 campaign as a tax and
budget advisor.
Flags
- No flags found.
Last printed 04/17/01 10:02 AM
1
PERMANENT STATUS APPROVAL
NAME: Heidi Nelson
A.D. T2
POSITION (LEVEL/TITLE): sc-asis/spec. asst.
AGENCY: USTR
DATE RECEIVED BY OPA: 4/17/01
DATE DUE TO PPO:
PREVIOUSLY APPROVED BY OPA:
YES
NO
COMMENTS/NOTES:
OFFICE MattSoulim OF POLITICAL AFFAIRS
1
4/17/01
RANKING
DATE
03/22/01 THU 10:04 FAX
0 002
THE WHITE HOUSE
WASHINGTON
PPO Non-Career Appointment Form
IN HOUSE USE ONLY
TO:
, ASSOC DIR, PPO
DATE SENT:
FROM:
PHONE:
DATE IN:
CANDIDATE:
Nelson, Heidi, S.
(Last, First, Middle)
POSITION TITLE:
Special Assistant
GRADE: GS-15
Office of the U.S.
DEPT/AGENCY: Trade RepresentativSUPERVISOR:
NEW:
AMENDMENT:
RE-ESTABLISHMENT:
UPGRADE:
AGENCY TRANSFER:
CURRENT ADDRESS: 600 17th Street NW
PHONE:
(b)(6)
CITY: Washignton, DC
STATE:
ZIP: 20508
RACE:
C
ETHNIC HERITAGE: European
DOB:
(b)(6)
SEX: F
SSAN:
2000 VOTING STATE:
VOTING ADDRESS:
(b)(6)
CITY:
(b)(6)
COUNTY: Arlington
PARTY AFFILLIATION: Republican
IF YOU DID NOT VOTE IN 2000, PLEASE EXPLAIN:
PLEASE INDICATE 2000 BUSH/CHENEY OR OTHER CAMPAIGN INVOLVEMENT:
Full-time Policy Staff in Sustin
POSITION/RESPONSIBILITY
SUPERVISOR INCL PHONE NUMBER
Economic Policy
Josh Belten 6-6594
APPLICANT'S SIGNATURE: DRJVI
DATE: 3/23/01
A completed, political and personal resume with salary history, position description and
OPM 1019/1652 form must be included for White House clearance to begin.
HEIDI SUZANNE NFI SON
(b)(6)
[email protected]@bushcheney.gov>
(b)(6)
- cell; 202.622.0298
office
Avg
Education 1998 2000 hARVARD business school BOSTON, ma Masters in Business
Administration, June, 2000. Research Associate to faculty of international finance. Wrote and published
salang
case study on a U.S. multi-national and its global strategy as affected by U.S. foreign policy and economic
175-3804
conditions abroad. Performed market research on economic factors impacting various asset classes;
compared aggregate indicators to empirical data. Member of International Development Club, Finance
Club, and Ibero-Americana Club.
1994 1995
universite libre de bruxelles, solvay school
Brussels, Belgium Rotary
International Ambassadorial Scholar. Master of Arts Degree, European Studies, Honors. Took courses on
European Political and Financial Institutions; European Union policy towards Eastern Europe; European
Internal Market; European Trade Policy towards external commercial community.
1990
1994
1992-1994 claremont mckenna college
Claremont, Ca Bachelors of Arts in
Economics and International Relations, magna cum laude, 1994. Phi Beta Kappa. Economics Faculty
Honor for best senior thesis, "Optimal Currency Area: Exchange Rate Policies for Emerging Market
Economies - Crech Republic, Hungary and Poland". Scholar at Lowe Institute of Political Economy.
President of Claremont McKenna College Republicans. California Youth Delegate, 1992 Republican
National Convention, Houston, TX.
Experience Jun - Nov 2000
Nov-Dec 2000 Dec -Jan 2001
Bush-Cheney 2000
Policy Staff-focused on economic policy Tax Policy
Applied the President-elect's tax plan to
American families who exemplified its merits. Performed quantitative analysis, drafted memos to the
President-elect, answered press questions about the plan and its practical implications.
Drafted side-by-
side analysis of President-elect's and Gore's tax plans; drafted the tax policy one-pager for the Bush-
Cheney website.
Wrote talking points and performed quantitative analysis for media surrogates.
Helped draft debate responses to tax policy questions for the presidential debates.
General Policy
Developed outline of pension policy for the campaign: conducted calls with Capitol
Hill, drafted questionnaire for pension interest group. prepared memo to President-elect on pending
legislation.
Helped write W. Stands for Women book, produced for the President-elect's campaign
outreach to women. Incorporated Social Security, Tax. Education, Family, and Healthcare policy issues.
Drafted (as part of a team) Renewing America's Purpose.
Helped negotiate
Republican Party Platform on Government Reform, Republican Convention, 2000. FLORIDA
RECOUNT TEAM Policy Staff- assisted Political operation Helped design and implement the
quantitative strategy during the recount in Miami-Dade County; helped tally ballot counts on spreadsheets;
developed model to perform summary statistics on voting data. Bush-Cheney TRANSITION
Department of Treasury Coordinator Drafted questions for meetings with incumbent Treasury officials;
participated in interviews; set up and participated in conference calls with Chief Economists at the major
private sector banks; helped draft final briefing document for the incoming Treasury Secretary (focusing on
$114,225
International Affairs).
I'm
2001
Treasury
Summer 1999
bancboston robertson stephens & Co. san francisco, ca Corporate Finance
$200K
Senior Associate, eCommerce Services Group Helped develop IPO valuation models, positioned strategy
and risks for investors, participated in financial and management due diligence, helped client prepare for
and participated in roadshow presentation.
Apr - Sept 1998 United States Senate washington. De Assistant Economic Advisor to Senator
Ashcroft Helped research, design. and negotiate economic policy. Recommended changes in marginal tax
rates, national debt paydown schedule. budget surplus. and government spending. Quantified
recommendations to determine what was economically feasible yet politically saleable. Conducted focus
meetings with other Senators and lobbyists to develop consensus on the plan.
1995 1998
j.p. morgan and CO., inc.
new york, ny Investment Banking, Associate
Developed valuation analyses, performed due diligence. prepared offering memoranda, and analyzed
120K
strategic issues for companies in various industries. Latin America Mergers and Acquisitions Venezuelan
consumer products advisory: advised on expansion strategy in Latin America. Mexican privatization:
advised Mexican government on privatization strategy for state-owned petrochemical plants. Advisory for
US multinational: built model of stock merger, advised on international strategy. Cross-Border
Structured Finance Argentine forward asset sale: led the execution of a $400m forward sale of oil for
largest company in Argentina, participated in negotiations to obtain a rating on the bonds. Brazilian
forward asset sale: wrote sell book to investors. helped build cashflow model for $200m. South African
1. Do (Mark), Day. Year)
Information on Schedule C
3/5/01
Position and Incumbent
2 Name of Employing Agency. Bureau and Office
Executive Office of the President
(Instructions for Use on Back)
Office of the U.S. Trade Representative
1 Ressors for Submitation
New internettly
Reustablishment of authority
Upgrade treat
A
Office of Personnel Management
Downgrade tran:
=
Room 6A12
1900 E Street, NW.
Charge in the (dd)
Washington, DC 20415-0001
Change in Immediate superviser
Charge in organizational beatten
Notes of entering B duty
Notice of visiting position
Other (specify):
A
a Position Title
5. OPM Approved
6. Occupation. Series. Grade or
Position Number
Salary and Duty Station
Special Assistant to the U.S. Trade Representative
USTR 0074
GS-301-15
Washington, DC
7a Name of Nominee or Incumbert
Date Entered an Duty (Menan Day. Yo
2-7-01
Heidi Nelson
TO Name of Former Incumbers
Date Position Vacaned (Month Day. Year
a Name and Complete Mailing Address of the Official to be informed of OPM's Action
B. Two of Incumporits Supervisor
U.S. Trade Representati
Executive Office of the President
Office of Administrarion
Supervisor's Type of Pasition:
Personnel Management Division
A
PAS
Room 6013, NEOB
725 17th St.. N.W.
PA
Washington, D.C. 20503
SES-Nencereer
SES-(General)-Career
Schedule C. Grade:GS-15
d.
10. Position Description Certification (Official's Type of Appointment)
11. Questions may be Directed =
I 1 1 I
X
PAS
PA
SES-Noncerear
Rochelle Gomes. 202-395
108
CERTIFICATION STATEMENT
I certify the the - Indicated above. for which 4 required nas been made a the Citize & Personnel Management to except the
position from The competitive service because of D condidential - poticy-determing character was net created selaty or primary in
order to canal the employee to the who House
MAR 6 2001
Signature of Agency/Department Headt
Ambassador Rita Hayes
Date:
FOR OPM USE ONLY
Your request for B Schedule C exception, reestablishment or amendment Is Approved.
Your request for a Schedule C exception, reestablishment or amendment is Disapproved.
Your notification of EDD/Vacancy is acknowledged and recorded.
Signature
Title
Effective Date (Month. Day. Year)
1. Agency Position No.
POSITION DESCRIPTION (Please Read Instructions on the Back)
2. Booson for Submission
3. Service.
d. Employing Difice Location
5. Duty Station
6. OPM Certification No.
Redescription
New
Hdairs,
Field
Washington, DC
Washington; DC ADMIN
Reestablishment
Other
7. Fair Labor Standards ACI
8, Financial, Statements Required
9. Subject 10 la Action
Executive Parsonnia
Employment and
Explanation (Show any positions replaced)
Exempt
Nonexempt
Yos
No
Financial Disclosure
Americal interests
10. Position Status
17. Position LI
2021
Sensitive
4
Ail
IU-
54
13. Competitive Lavel Code
1-Non-
3-Critical
Competitive
Supervisory
Service
Sensitive
Excepted (Specify In Remarks)
14. Agency Use
Managerial
2-Monerical
Special
SES (Gen.)
SES (CR)
Neither
Sending
Sensitive
15. Classilled/Gradea By
Official Title of Position
Pay Plan
Occupational Code
Grade
imitials
Date
a. U.S. Office of Per-
sonnel Management
b. Department. Agency
Special Assistant to the U.S.
or Establishment
Trade Representative
GS
0301
15
C. Second Level
Review
a. First Level Review
6. Recommended by
Supervisor or
Initiating Once
15, Organizational Title of Position (If different from official title)
17, Name of Employee (if recent, apecify)
Nelson, Heidi
18. Department. agency. or Elibbilshment
G. Third Subdivision
Executive Office of the President
a. First Subdivision
d. Found Subdivision
Office of the U.S. Trade Representative
b. Second Subdivision
D, Fifth Subdivision
Signature of Employee (optional)
19. Employee Review-This 15 an accurate description of the major duties and
responsibilites of my position.
20. Supervisory Certification: / certify that this 19 an accurate statement of
knowledge that the information is to be used for statutory purposes relating
the major dunes and responsibilines DI this position and its organizational
to appointment and payment of public funds, and mar false or misleading
relationships. and that the opsition is necessary to carry out Government
statements may constitute violations of such statutes or their implementing reg-
funcuons for which am responsible, This certification is made with the
ulations.
a. Types Name and Title of Immediate Supervisor
b. Typed Name and Title al Higher-Lawel Supervisor or Manager (oprional)
Ambassador Robert Zoellick
U.S. Trade Rapresentative
Date
Signature
Date
Forraine Signature Green
21. Classification/Job Grading Certification. / certify that this position #83 been
classified/greded as required By Title 5, U.S. Code. in conformance - start
2/13/01
zz. Position Classification Standards Used in Classifying/Grading Position
dards published by the U.S. Office of Personnel Management of, if ne published
standards apply directly, consestently with me must applicable published a
TYPE Name and Title of Official Taking Action
Matilde R Shallenberger, Associate Director
Information for Employees. The standards, and information on their application.
for Human Resources Management
are available in the personnel office. The classification of the position may be reviewed
Signature
Date
and corrected by the agency or the U.S. Office of Personnel Management. Infor-
mation on classification/job grading appeals. and complaints on exemption from
FLSA. is available from the personnel office or the U.S. Office of Personnel
Management,
23 POSITION Review
Initials
Date
Initials
Date
Initials
Date
Initials
Date
Initials
Date
a Employee (optional)
5 Supervisor
C. Classifier
24. Ramarks
A Confidential relationship of a schedule C nature is imperative since the incumbent
will be performing duties requiring a working knowledge of the political, personal and
management philosophies and views of the United States Trade Representative.
25, Description of Major Duties and Responsibilities (See Anached)
NSN 7540-00-634-4265
Previous Edition Usable
5008-108
OF a 19- 1-851
US. Office of Personnel Management
FPM Chapter 204
MAJOR DUTIES
The incumbent serves as Special Assistant to the United SUPERVISOR States Trade Representative (USTR),
tittle
schedule
who is Cabinet level with the ritle of Ambassador and an Executive Level I. Incumbent
participates in the management of the USTR's program by assisting with the management of
internal non-technical programs and administrative activities of the Office. The performance of
person
the assignments requires an extensive knowledge of the USTR's policies, views, and special
language
interests.
added
1.
Develops an effective operational relationship and ensures that policy development is
coordinated with EOP offices, executive agencies, Congress, public Interest groups, and
SBB
state and local governments, as appropriate, and advises the USTR of te parties' concerns.
attaches
2.
Incumbent is responsible for assisting the USTR with staff management and guidance.
Recommends changes in office policy. Coordinates and monitors projects planning and
assignments within the office and advises the USTR on priorities. Follows up on projects
to ensure conformity with directives and scheduling priorities. Incumbent attends staff
meetings and reports on matters related to own area of responsibility and follows up on
issues raised requiring further research Also offers useful suggestions where appropriate.
3.
Incumbent acts as office focal point for receiving reviews of proposed policy regulations,
or legislation dealing with or related to procurement proposed by others and coordinates
staff input.
4.
Incumbent responds to written and telephone inquiries for information relevant to
programs being conducted within USTR and is constantly aware of who within the office
is conducting and monitoring the proress of these programs.
5.
Gathers information on organizations requesting the USTR as a speaker, and compiles
materials relevant to the objectives of the office or the subject of the presentation.
FACTOR 1. KNOWLEDGE REOUTRED BY THE POSITION
1.
Thorough Knowledge of the names and positions of high officials in the White House,
other parts of the Executive Office of the President, and Federal Government, and a high
degree of skill in meeting and dealing with people at this high level.
2
Extensive knowledge of the activities of the Office of United States Trade Representative
and its role in the Executive Office of the President.
3.
Thorough knowledge of the staff assignments and responsibilities. both substantive and
administrative, of USTR personnel. together with an intimate knowledge of the most
appropriate and expedient points of contact on USTR matters.
4.
Knowledge of the way in which the executive branch of the Government operates and
familiarity with the organization and operations of the various Federal departments and
agencies.
5.
Discretion and tact in dealing in sensitive areas. The highest level of personal integrity
and loyalty is required in view of the confidential relationship that must exist between the
incumbent and the USTR.
FACTOR 2. SUPERVISORY CONTROLS
The supervisor sets overall objectives. The employee and supervisor, in consultation. develop
the deadlines, projects, and work to be done.
The employee has responsibility for planning. designing, and carrying out programs. projects,
studies, of other work independently.
Completed work is reviewed only from an overall standpoint in terms of feasibility,
compatibility with other work, or effectiveness in meeting requirements or expected results.
FACTOR 3. GUIDELINES
Written and unwritten procedural and general policy guidelines are available, but the application
of the guidelines often leaves much to the judgement of the incumbent Incumbent must be
knowledgeable about the status of proposed and pending legislation, and must keep acquainted
with the substantive content and status of the work of the USTR. Incumbent obtains by personal
investigation, or by consulting other officials, facts and judgements which will facilitate prompt
and accurate decisions by the USTR
FACTOR 4. COMPLEXITY
Due to the nature of this position. the incumbent frequently finds the USTR confronted with
office emergencies. frequent interruptions and changing needs, which must be able to handle
effectively without guidance. The incumbent must be able to deal with pressure created by such
emergencies and assist in shielding the USTR from becoming involved.
FACTOR 5. SCOPE AND EFFECT
Serving as a Special Assistant to the United States Trade Representative, who has Ambassadorial
title and Cabinet rank (Executive Level 1). the incumbent participates in the management of
USTR's programs by performing duties requiring both a good working knowledge of the
organization and performing duties requiring both a good working knowledge of the organization
and programs under the Ambassador's jurisdiction and an intimate knowledge of his policies. In
addition, the incumbent must have a solid understanding of the Ambassador's views on current
problems and issues. The incumbent will also bc responsible for accepting or declining official
social functions for the Trade Representative.
FACTOR 6. PERSONAL CONTACTS
Incumbent has extensive, frequent contacts, in person and by telephone with key officials in the
Office of the USTR, White House personnel. Cabinet and Sub-Cabinet officials, Members of
Congress and senior corporate executives.
FACTOR 7. PURPOSE OF CONTACTS
Contacts are made for fact finding and data gathering. Incumbent solicits views on USTR's
policy proposals, and coordinates the efforts of the Office.
FACTOR 8. PHYSICAL DEMANDS
The work is sedentary. The incumbent must have sufficient stamina to work overtime and to
work in a hectic atmosphere.
FACTOR 9. WORK ENVIRONMENT
The work is performed in an office or conference room setting.