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26083451
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Office of the First Lady Transition - End of Administration [2]
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Office of the First Lady Transition - End of Administration [2]
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Eric Woodard's Files
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OFFICE OF THE FIRST LADY Archiving/Copying Progress Report (November 21, 2000) Item Person in Charge Status Files in OEOB 100 Eric Woodard/ Being organized, archiving in progress Bridget Hennessey/ Chad Lupinacci/ Tania Shapiro-Barr Files in OEOB 101 Matthew Nelson Being organized, archiving in progress Files in OEOB 102 Huma Abedin/ Being organized, archiving in progress Dee Lambert/ Files in OEOB 103/104 Gayleen Dalsimer/ Being organized, archiving in progress Heather Beaton Files in OEOB 185.5 Jamie Vavonese/ Not many - files that are there ready to Sarah Hinsch be archived Files in OEOB 174 Huma Abedin/ Being organized, archiving in progress Kim Henry Dee Lambert Briefing binders in OEOB 197 Daniela Nanau Being organized, archiving in progress Files/Binders in OEOB 190 Laura Schiller Being organized, archiving in progress Melanne's trip books in Tania Shapiro-Barr Have been cleaned up - ready to be put OEOB 100 in boxes Comprehensive trip books in Huma Abedin/ Being cleaned up, country by country OEOB 102 Kim Henry/ -- should be ready to archive in Nov. Dee Lambert Public Schedule binders Jamie Vavonese/ Original set ready to be archived Sarah Hinsch Private Schedule binders Jamie Vavnonese/ 2 sets copied Sarah Hinsch HRC's rolodex Huma Abedin/ Computer files being cleaned up (this is Kim Henry about 80-90% done), will be printed out Dee Lambert labels/rolodex cards Luisa Blanchfield/ Melanne's rolodex Chad Lupinacci Done Speech binders in OEOB 103 Gayleen Dalsimer/ Copied. Heather Beaton Speech index Gayleen Dalsimer/ In very good shape, has been updated to Heather Beaton Jan. 2000 - being brought up to present Travel index Robert Mizani Has been updated to June 2000, will international/dometic continue to be updated to Dec. '00 by place/by date Column index/Column Binders Matthew Nelson Already copied/both copies being in OEOB 102 updated continuously The "Grid" Matthew Nelson Being updated continuously Staff/Alumni Directories Eric Woodard Being updated continuously Child care/work/family issue binder Heather Beaton 6 binders need to be copied, Foster care/Adoption issue binder Bridget Hennessey 4 binders copied. Youth development/after Dee Lambert 3 binders need to be copied school violence issue binders Education issue binders Luisa Blanchfield 8 binders need to be copied Health (binders 1-6) Sarah Hinsch 6 binders copied Health (binders 7-13) Chad Lupinacci 7 binders copied Beijing issue binder Bridget Hennessey 1 binder needs to be copied Civil society/democracy bldg. Dee Lambert 2 binders need to be copied issue binder Women and girls issue binders Eric Morse 4 binders completed, Tania Shapiro-Barr waiting for sign off Early Childhood Development TBD 2 binders need to be copied issue binders Breast Cancer issue binders Tania Shapiro-Barr 2 binders copied Gulf War Illness issue binder Tania Shapiro-Barr 1 binder copied Vital Voices issue binder Bridget Hennessey binder being created Microenterprise issue binder Chad Lupinacci binder being created Arts issue binder Heather Beaton binder being created White House preservation Chad Lupinacci binder being created Philanthropy and Service Tania Shapiro-Barr 2 binders completed, waiting for sign off Immunizations/Children's Health tbd DC tbd Data Entry Project Daniela Nanau/ completed up to August 1996 Eric Woodard/ Bridget Hennessey/ Chad Lupinacci/ Tania Shapiro/ Sarah Hinsch/ Heather Beaton Electronic versions of Eric Woodard the extent to which these records Public Schedules, Speeches, Katie Lelyveld are available electronically, they will Columns, "The Grid", Travel be organized on the OFL h: drive and Index, Speech Index, Staff/Alumni transferred to CD-ROM - list of files Directories passed to admin WHODB Shirley Sagawa/ Capricia Marshall WW 2nd Floor Pam Cicetti/ Ann O'Leary Heather Howard Eric Morse Social Office Capricia Marshall First Lady Correspondence Alice Pushkar Early Childhood Development Child Care Adoption Youth Development/ After school/ Violence Health Reform Immunizations Children's Health Breast Cancer Gulf War Illnesses Vital Voices Beijing Civil Society/ Democracy Building Women and Girls Education Microenterprise District Columbia Arts Millennium Council Projects White House Preservation Philanthropy Service Eric W. Woodard 10/03/2000 03:25:52 PM Record Type: Record To: See the distribution list at the bottom of this message CC: See the distribution list at the bottom of this message Subject: This is a friendly reminder about THE ISSUE BINDERS! Not that we don't have ten million other projects going on (schedules, trip binders, the database, archive boxes, speech indexes, etc., etc.) but this one is important, too We've finally received permission to start taking binders that've already been completed down to the print shop (Rm. 084). Here's what you do - take all pages out of a binder (be careful not to get materials mixed up or out of order) - leave all dividers/tabs in the empty binder -- you'll have to divide things up again once everything has been copied -- (if you want, stick a colored piece of paper between sections of the original so you'll know where sections start and end) - once you've put the pages in a neat stack, take them down to the print shop -- you'll fill out a form to go with your order. Please place the order from the First Lady's Office, in my name with your name in parentheses, 66266 for the telephone number. Indicate 1 copy per binder. The print shop will call OEOB 100 when your order is ready, and we'll let you know. - when you get your original and the copy back, put the original binder back together - and then construct a new binder (with labels, etc.) for the copy. We don't want to overwhelm the print shop. so everybody should each take two or three binders worth down every week or so -- start now so we're able to get everything copied Binders that are basically done that just to be finalized and copied Child care/work and family issues (6 binders): Heather Foster care/Adoption (2 binders): Bridget Youth development/after school/violence (3 binders): Dee Education (8 binders): Luisa Health (binders 1-6): Sarah Health (binders 7-13) Chad Beijing (1 binder): Bridget Civil society/democracy building (2 binders): Dee Women and Girls (4 binders): Tania Early Childhood Development (2 binders): TBD Breast Cancer (2 binders): TBD Gulf War Illness (1 binder): TBD Binders that are partly done that need to be finalized and copied Vital Voices: Bridget Microenterprise: Chad Arts: Heather White House Preservation: Chad Philanthropy and Service: Tania Immunizations/Children's Health: TBD DC: TBD Everyone has a lot to do the TBDs (to be decided) will go to whoever is able to get to them first Attached (as a reminder) are some good guidelines for those who will be working on new binders Archive3.docArchive4.doc Please ask me if you have any questions, need help finding a binder, or are having trouble getting started Thanks, Eric W. Message Sent To: Bridget T. Hennessey/WHO/EOP@EOP Allyson D. Lambert/WHO/EOP@EOP Luisa V. Blanchfield/WHO/EOP@EOP Heather Beaton/WHO/EOP@EOP Chad A. Lupinacci/WHO/EOP@EOP Sarah C. Hinsch/WHO/EOP@EOP Tania Shapiro-Barr/WHO/EOP@EOP Message Copied To: Shirley S. Sagawa/WHO/EOP@EOP Matthew L. Nelson/WHO/EOP@EOP Daniela E. Nanau/WHO/EOP@EOP Ann O'Leary/OPD/EOP@EOP Heather H. Howard/OPD/EOP@EOP Eric J. Morse/OPD/EOP@EOP Gayleen P. Dalsimer/WHO/EOP@EOP Catherine M Lelyveld/WHO/EOP@EOP Eric W. Woodard/WHO/EOP@EOP The Big Issue Binder Project (as of 9/14/00) Children Early Childhood Development: Child care/work and family issues: 6 binders (Heather) Foster care/Adoption: 2 binders (Bridget) Youth development/after school/violence: 3 binders (Dee) Education: 8 binders (Luisa) Health Health reform: 13 binders (Sarah) Immunizations/Children's Health: ???? (Luisa) Gulf Breast War Cancer: Illness: 2 binders 1 binder ) Vital International Voices: ????? Bridget [Arts - Heather ] Beijing: 1 binder (Bridget) Civil society/democracy building: 2 binders (Luisa) Women and Girls: (Tania) 7 Microenterprise: 2 binders (?) (chad) Other DC - Dee* Arts: 1-2 binders (?) Millennium Council: White House Preservation: (\Chad) Philanthropy and Service: ????????? (Sarah) Women's Domestic Policy - Tania Intern Archiving Assignments 6/00 Topic Intern Early Childhood Development Jay Nelson Child Care/Work & Family Katie Lelyveld Foster Care/Adoption Katie Lelyveld Youth development/afterschool/violence Ezara Hoffman Education Katie Lelyveld/Anna Hartog Health Reform Katie Lelyveld Children's Health/Immunizations Kate Rosenbloom Breast Cancer Katie Lelyveld Gulf War Illness Todd Gloria Beijing Todd Gloria Civil Society/Democracy Building Todd Gloria Microenterprise Caroline Marvin Arts Katie Lelyveld Millennium Council Millennium Assignments TOPICS to be assigned next round Vital Voices Women and Girls DC White House Preservation Philanthropy and Service TO: All Interns FROM: Eric Woodard, MaryEllen McGuire RE: First Lady Archiving Project DATE: June 14, 2000 Since our June 13th archive meeting there have been several questions on what to do next. Below is a step by step guide on what to do, where to go and whom to ask. Keep in mind when working with staff documents to be sensitive to staff members' needs. If you walk into an office to collect documents and someone is especially busy or already overwhelmed with a number of interns, go back at another time. Never barge in without asking and always ask permission before using a staff members' documents. Also, be sure to make copies of documents for your binder; NEVER take originals. 1. Familiarize yourself with your topic- Go to the First Lady's website (www.whitehouse.gov), paying particular attention to her "Issues" section. Ask MaryEllen (Rm101) for a copy of grid topics relevant to your subject area. Ask Eric (Rm 100) for a copy of First Lady accomplishments in your area of interest. 2. Develop a key words list- Develop a list of keywords/names/organizations that you should be looking for when developing your topic. Run this list by Eric or MaryEllen before you go on to step 3. 3. Compile an event list for your topic- Going through schedules and using your key words list, compile an events list for your topic area. Schedules can be found in the scheduling office or in the Conference Room. Create your event list file on a disk so it is always available to you. Eric has disks. If you have any questions about an event's relevance to your topic, ask Eric or MaryEllen. Also, have Eric or MaryEllen proof your comprehensive list when you are finished. 4. Put together a topic binder- Get a 3-inch binder from Eric and using your event list as an index, create a tab for each event in date order (past to present). All supplies should come from Eric. Each tab should have the event name (abbreviate if need be) and date. 5. Pull briefings- Pull briefings for each of your events and make copies for your binders. Briefings are in Room 197. Brenda is your contact person here. There is a copy machine in the room for you to use. Original briefings and briefing books may NEVER leave 197. 6. Speeches- Go to the press office (Rm 103) to pull and copy remarks for your events. Speeches are indexed by date in the yellow binders on the wall. Many of the First lady's speeches can also be accessed on our website or on the H drive (Eric can show you). Keep in mind that not every speech has been transcribed. If you are having trouble locating a particular speech, Jen Smith can let you know whether a transcript exists. 7. Columns- Go to MaryEllen (Rm 101) to pull and copy columns relevant to your topic. Columns are in date order and are cross-referenced by subject area. 8. Press- Go to the press office (Rm 103) to pull articles Mrs. Clinton may have written on your topic. Get these directly from Jen. Please note that not all topics will have corresponding articles. 9. Bring your book to Eric or MaryEllen for a proof. 10. You're done! Move on to the next topic. OFFICE OF THE FIRST LADY INTERN ARCHIVING MEETING WED. 6/27/00 - 10:30 AM, OEOB 100 I. Opening Remarks - Shirley Sagawa II. Introduction of New Interns III. Individual Progress Reports IV. Goals for Next 2 Weeks/Questions OFFICE OF THE FIRST LADY INTERN ARCHIVING MEETING WED. 6/27/00 - 10:30 AM, OEOB 100 I. Opening Remarks - Shirley Sagawa II. Introduction of New Interns III. Individual Progress Reports IV. Goals for Next 2 Weeks/Questions TO: All Interns FROM: Eric Woodard, MaryEllen McGuire RE: First Lady Archiving Project DATE: June 14, 2000 Since our June 13th archive meeting there have been several questions on what to do next. Below is a step by step guide on what to do, where to go and whom to ask. Keep in mind when working with staff documents to be sensitive to staff members' needs. If you walk into an office to collect documents and someone is especially busy or already overwhelmed with a number of interns, go back at another time. Never barge in without asking and always ask permission before using a staff members' documents. Also, be sure to make copies of documents for your binder; NEVER take originals. 1. Familiarize yourself with your topic- Go to the First Lady's website (www.whitehouse.gov), paying particular attention to her "Issues" section. Ask MaryEllen (Rm101) for a copy of grid topics relevant to your subject area. Ask Eric (Rm 100) for a copy of First Lady accomplishments in your area of interest. 2. Develop a key words list- Develop a list of keywords/names/organizations that you should be looking for when developing your topic. Run this list by Eric or MaryEllen before you go on to step 3. 3. Compile an event list for your topic- Going through schedules and using your key words list, compile an events list for your topic area. Schedules can be found in the scheduling office or in the Conference Room. Create your event list file on a disk so it is always available to you. Eric has disks. If you have any questions about an event's relevance to your topic, ask Eric or MaryEllen. Also, have Eric or MaryEllen proof your comprehensive list when you are finished. 4. Put together a topic binder- Get a 3-inch binder from Eric and using your event list as an index, create a tab for each event in date order (past to present). All supplies should come from Eric. Each tab should have the event name (abbreviate if need be) and date. 5. Pull briefings- Pull briefings for each of your events and make copies for your binders. Briefings are in Room 197. Brenda is your contact person here. There is a copy machine in the room for you to use. Original briefings and briefing books may NEVER leave 197. 6. Speeches- Go to the press office (Rm 103) to pull and copy remarks for your events. Speeches are indexed by date in the yellow binders on the wall. Many of the First lady's speeches can also be accessed on our website or on the H drive (Eric can show you). Keep in mind that not every speech has been transcribed. If you are having trouble locating a particular speech, Jen Smith can let you know whether a transcript exists. 7. Columns- Go to MaryEllen (Rm 101) to pull and copy columns relevant to your topic. Columns are in date order and are cross-referenced by subject area. 8. Press- Go to the press office (Rm 103) to pull articles Mrs. Clinton may have written on your topic. Get these directly from Jen. Please note that not all topics will have corresponding articles. 9. Bring your book to Eric or MaryEllen for a proof. 10. You're done! Move on to the next topic. Intern Archiving Assignments 6/00 Topic Intern Early Childhood Development Jay Nelson Child Care/Work & Family Katie Lelyveld Foster Care/Adoption Katie Lelyveld Youth development/afterschool/violence Ezara Hoffman Education Katie Lelyveld/Anna Hartog Health Reform Katie Lelyveld Children's Health/Immunizations Kate Rosenbloom Breast Cancer Katie Lelyveld Gulf War Illness Todd Gloria Beijing Todd Gloria Civil Society/Democracy Building Todd Gloria Microenterprise Caroline Marvin Arts Katie Lelyveld Millennium Council Millennium Assignments TOPICS to be assigned next round Vital Voices Women and Girls DC White House Preservation Philanthropy and Service Summer 100 The Big Issue Binder Project Children Early Childhood Development (Jay/Julie): 90% done - in binder Child care/work and family issues (Katie L.): Done - in binder Foster care/Adoption (Katie L.): 90% done - in binder Youth development/after school/violence (Ezara): 90% done - in binder Education (Katie L.): 70% done - in binder Health Health reform (Katie L./Julie): 70% done - in binder Immunizations/Children's Health: (Katie/Eric M./Melissa) (Katie/Eric Breast Cancer (Katie L./Julie): Done - in binder Gulf War Illness (Todd): Done - in binder International Vital Voices: ????? Beijing (Todd): 50% done - not ifi binder Civil society/democracy building (Manu): 90% done - in binder Women and Girls (Kate D.): 50% done - not in binder Microenterprise (Caroline): 70% done - in binder Other women's Domestic (Equal pay, rights, domestic violence, DC SSecurity , Sr. women's issues) Arts: ????? Millennium Council: White House Preservation: Philanthropy and Service: ????????? The Big Issue Binder Project (as of 9/14/00) Children Early Childhood Development: Child care/work and family issues: 6 binders Foster care/Adoption: 2 binders Youth development/after school/violence: 3 binders Education: 8 binders Health Health reform: 13 binders Immunizations/Children's Health: ???? Breast Cancer: 2 binders Gulf War Illness: 1 binder International Vital Voices: ????? Beijing: 1 binder Civil society/democracy building: 2 binders Women and Girls: Microenterprise: 2 binders (?) Other DC Arts: 1-2 binders (?) Millennium Council: White House Preservation: Philanthropy and Service: ????????? 9/14/00 Materials That Need to Be Accessible to the First Lady After the Administration On Paper Public Schedules Private Schedules Speech Index Column Index Archive Inventories International Travel List by Date International Travel List by Country Domestic Travel List by Date Domestic Travel List by State Trip Books Issue Binders Selected Files Staff Directory The "Grid" Speech Binders (?) Address/Rolodex Information On Disk/CD-Rom Public Schedules Private Schedules Speeches (when available) Columns (when available) The "Grid" Addresses/Rolodex Information International Travel List by Date International Travel List by Country Domestic Travel List by Date Domestic Travel List by Country Staff Directory Suggested Topics for Legacy Materials: - a description of the general mission and work performed by the office - a general summary of position descriptions - an explanation of how the workload is divided among personnel - a description of processes and procedures followed by the office - a summary of key resources used by the office - a summary of key contacts with whom the office works and how to contact them - copies of form letters or correspondence List of White House offices and estimates of boxes of Presidential files in those offices that need to be inventoried and prepared for shipment to the Office of Records Management. Office Boxes Office Boxes Advance Office 36 Intern Office 18 Aids Policy 93 Legislative Affairs 187 Cabinet Affairs 105 Management and Administration 221 Chief of Staff. 116 Millenium Council 170 Communications 49 NEC 538 Conference Center 20 OPL (includes Women's Office) 313 Correspondence 94 Photo Office 138 Counsel's Office 667 Political Affairs 136 Domestic Policy 370 POTUS Daily Diary 142 Environmental Initiatives 29 Presidential Personnel 431 Envoy for the Americas 52 Press Office 171 First Lady 436 Scheduling 217 IGA 91 Security Office 243 Initiative for One America 41 Speechwriters 205 Intern Office 18 Visitors Office 30 Total: 5359 THE WHITE HOUSE WASHINGTON MEMORANDUM TO THE STAFF OF THE WHITE HOUSE OFFICE, THE OFFICE OF THE VICE PRESIDENT, THE NATIONAL SECURITY COUNCIL, THE OFFICE OF POLICY DEVELOPMENT, THE COUNCIL OF ECONOMIC ADVISERS, AND THE PRESIDENT'S FOREIGN INTELLIGENCE ADVISORY BOARD FROM: JOHN PODESTA, CHIEF OF STAFF IP RE: PRESERVATION OF STAFF RECORDS DATE: SEPTEMBER 14, 2000 As we are now in the last year of the Clinton Administration, this is a good time for all staff in the Executive Office of the President to review the laws governing the disposition of their files as they continue to archive all appropriate material. Archiving the files that have been created during this Administration is an extremely important task. Staff files and donated personal records will be the nucleus of the Clinton Presidential Library. These records will be critically important to scholars and historians for many years to come. The attached memorandum describes White House policy for departing staff regarding the appropriate treatment of your files. Listed below are some of the principal points for staff in the above-listed offices to bear in mind as you archive your files. The Presidential Records Act requires the preservation of Presidential records. Almost all work-related material created or received by personnel in the above offices will be a Presidential record. Do not discard Presidential records, although you do not have to preserve identical copies. - Vice Presidential records should be treated in the same manner as Presidential records, although they are maintained separately. You may take copies of Presidential records when you leave only when all of the following conditions are met: The document must be a copy, not an original. It must not be classified, and it must not contain confidential communications to or from the President or his senior advisors, material from personnel files and personal information the disclosure of which might constitute an unwarranted invasion of personal privacy, trade secrets, law enforcement information, or any other information the disclosure of which is prohibited by law. Each staff member who wishes to remove any copies of Presidential records must sign the agreement attached to this memorandum as Appendix B. You do not need to preserve work-related but "non-record" material, such as certain notes for your own use and drafts not circulated to others. You may take such material with you when you leave, but only subject to the conditions given above. Personal records should be filed separately from Presidential records. Materials relating to a political campaign generally are personal records. You may take personal records with you, or discard them, when you leave. However, consider donating to the Archives any personal records that will create a fuller record of the accomplishments of the Clinton Administration for future historians. Continue to send Presidential records not needed for ongoing business to Records Management. Print out or copy to a diskette any Presidential records that exist only in your computer for inclusion with your records (do not include Lotus Notes email unless you have been instructed otherwise). Do not discard any of your files that you know are covered by subpoenas or document requests. Each office within the White House Office has one or more Transition Coordinators who will be trained to assist you in the appropriate indexing and disposition of your files. A list of the WHO Transition Coordinators is attached to this memorandum. Staff in other EOP offices may call the Office of Records Management, counsel within their office, White House counsel at 6-7909, or counsel in the Office of the Vice-President at 6-7022, with any specific questions. 2 THE WHITE HOUSE WASHINGTON MEMORANDUM TO THE STAFF OF THE WHITE HOUSE OFFICE, THE OFFICE OF THE VICE PRESIDENT, THE NATIONAL SECURITY COUNCIL, THE OFFICE OF POLICY DEVELOPMENT, THE COUNCIL OF ECONOMIC ADVISERS, AND THE PRESIDENT'S FOREIGN INTELLIGENCE ADVISORY BOARD. FROM: BETH NOLAN, COUNSEL TO THE PRESIDENT Bn DATE: SEPTEMBER 14, 2000 SUBJECT: PRESERVATION OF PRESIDENTIAL RECORDS This memorandum describes your obligations under the Presidential Records Act ("PRA") and how to prepare your records for delivery to the White House Office of Records Management prior to your departure. Staff records have been vital as we have worked to achieve the goals of the Clinton Administration. and they will continue to play a crucial role in the Clinton Library by documenting our achievements for future scholars and historians. Vice Presidential records are similarly important and will also be preserved in a Library. The Presidential Records Act The Presidential Records Act ("PRA") governs the ownership, maintenance and disposition of Presidential records. 44 U.S.C. 2201 et seq. The requirements of the PRA apply to all records of personnel in the White House Office. including the White House Military Office, the Office of the Vice President, the Office of Policy Development, the Council of Economic Advisors, the President's Foreign Intelligence Advisory Board, and the National Security Council. Under the PRA. records of the Office of the Vice President are Vice Presidential records and are subject to the provisions of the PRA in the same manner as Presidential records. Both Presidential and Vice Presidential records are collectively referred as "Presidential records" in this memorandum. Presidential records are the property of the United States. They should be filed separately from personal records or non-record material. Presidential records must not be discarded. They must be preserved and sent to the Office of Records Management. which will maintain them for the duration of the Administration. Those offices that have an agreement to send their Presidential records directly to the National Archives and Records Administration ("NARA"), should continue that practice. I The requirements of another statute, the Federal Records Act. apply to all records of personnel in the Council on Environmental Quality, the Office of Administration, the Office of Management and Budget, the Office of National Drug Control Policy, the Office of Science and Technology Policy, and the United States Trade Representative. 3 I. Records Covered by the Presidential Records Act Presidential records are defined in the Act as "documentary materials regardless of physical form that are created or received by the President, his immediate staff, or a unit or individual of the Executive Office of the President, whose function is to advise and assist the President. in the course of conducting activities which relate to or have an effect upon the carrying out of the constitutional, statutory or other ceremonial or official duties of the President." Documentary materials refers collectively to all media on which information is recorded, regardless of the nature of the medium or the method or circumstances of recording. The term includes but is not limited to correspondence. memoranda, documents, papers, pamphlets, electronic word processing files and emails, models, pictures, films, and audio and electronic recordings. All Presidential records must be preserved. You do not have to preserve identical copies. Documents even drafts circulated to others in the course of conducting activities that relate to Presidential duties are almost always Presidential records. Electronic Presidential records/databases. If you have Presidential records that exist only in your computer, print them out or copy them to a clearly labeled diskette, so they can be filed with your other Presidential records. Do not print out emails in the standard Lotus Notes application, as they are being archived automatically. If you created an electronic database containing Presidential record information, or are the staff member responsible for maintaining such a database. promptly contact the Transition Coordinator for your office, or the Office of Records Management so that they and the OA Office of Information Services and Technology ("IS&T") can include this database along with the appropriate technical information in the material transferred to NARA. Restrictions on material that may be taken by staff on their departure. Staff members will be permitted to take with them extra copies of Presidential records created or received by the staff member that had previously been made for the staff member's convenience. No original records may be taken. Further, no document may be taken if it contains the following: classified information; confidential communications to or from the President or his senior advisers; law enforcement information; information in personnel files or similar files. and any other personal information the disclosure of which might constitute an unwarranted invasion of personal privacy; trade secrets or sensitive commercial or financial information; or any other information the disclosure of which is prohibited by law. All other copies of Presidential records must be sent to the Office of Records Management for eventual deposit in the President's Library. To ensure compliance with this policy, each departing staff member who wishes to remove any copies of Presidential records must sign the agreement attached to this memorandum as Appendix B as part of the official checkout procedures. The agreement obligates the staff member to comply with the policy outlined above, and to refrain from disclosing the contents of any Presidential records to third parties without the President's consent. The agreement is 4 designed to protect the integrity of White House decision-making processes and to preserve the President's ability under the Constitution and the PRA to control the distribution of these kinds of records. If you have an unusual circumstance you would like to raise regarding the copy of a particular Presidential record, call the White House Counsel's office at 6-7909. II. Records in the Office of the Vice President The PRA expressly provides that records of the Office of the Vice President are Vice Presidential records and subject to the provisions of the PRA in the same manner as Presidential records, although they are maintained separately. Thus, materials created or received in the Office of the Vice President should be treated in accordance with the guidance given in this memorandum. Personnel in the Office of the Vice President should consult with Ferne Mosley at 6-7022 for additional guidance regarding the filing and disposition of Vice Presidential records. III. Other Types of Records You may have other types of documentary materials in your files that are not subject to the preservation requirements of the PRA, as discussed below. These types of materials should be filed separately from your Presidential records. 1. Non-records. The PRA does not require you to preserve non-record materials such as the following: preliminary drafts of correspondence, memoranda or reports, kept for your own use and not circulated to others; work sheets and informal notes that contain information reflected in final documents and that do not document policy development or execution; copies of the 'clips' or other clippings or news summaries so long as they have not been annotated, organized or arranged for an official purpose; catalogs, trade journals and other publications received from other government agencies, or private firms and institutions and that are maintained for reference purposes; extra copies of documents produced only for convenience, when those copies are clearly so identified. All of your documents should be reviewed carefully, however, because documents in the categories listed above may nonetheless constitute Presidential records. Particularly in the White House. drafts. working papers and other similar materials often document policy development, significant decisions or other matters related to the execution of Presidential duties. If there is any reasonable doubt, treat the material as a Presidential record. If the material is clearly of nonrecord status. you may discard it. 5 Administrative material, such as telephone directories. organizational charts and press releases. may not be Presidential records, but may nonetheless be of great utility to presidential scholars many years hence. We recommend preserving such material. You may take non-record material when you depart, but only under the same conditions that are prescribed above for Presidential records. If you have a question regarding a particular document, call the White House Counsel's office at 6-7909. 2. Personal records. The category of "personal records" includes private papers, such as material accumulated before entering government service, personal photographs, insurance claim forms, purely personal correspondence, and personal diaries or journals that staff members sometimes keep in their offices. It also includes certain kinds of political materials, i.e., those relating exclusively to (a) the President's own election as President, (b) the Vice President's campaign for the presidency, (c) the election of a particular individual or individuals to Federal, State, or local office, or (d) private political associations. To be considered "personal," however, these materials must have no relation to or direct effect upon the execution of the President's official or ceremonial duties. Personal and political material should be filed separately from your Presidential records. You may remove personal records on your departure or donate them to NARA for the Clinton Library or the Vice President's library. Donation of personal records to Clinton Library. If you have personal materials that could assist future scholars in building a comprehensive picture of the achievements of the Clinton Administration, you are most welcome to donate these materials to the Clinton Library, or in appropriate circumstances, to the Vice President's library. Let your office Transition Coordinator or the White House Counsel's office know of your intent and that person will put you in touch with a professional archivist from NARA. Documents subject to a subpoena or document request. Documents in your possession may be responsive to a request for documents or a subpoena directed to the White House. Do not discard documents if you are aware that they are or have been responsive to a subpoena or document request. No classified material may be removed from your office at any time, without compliance with the rules applicable to such materials. The above discussion does not exhaust the universe of possible rules applicable to your files. If you have any questions about the record status or appropriate disposition of any material in your office. please contact Ann Bushmiller of the White House Counsel's Office for advice at 456- 7909 or Ferne Mosley in the Office of the Vice President at 6-7022. IV. Preparation of Presidential Records for Delivery to the Office of Records Management As staff members continue to prepare your files for transfer to the Office of Records Management or to NARA, you should review your records and ensure that personal material you wish to take with you has been separated from your Presidential records. If you have any 6 Presidential records that exist only in your computer, reduce them to paper or copy them to a clearly labeled diskette. You do not need to print out emails in the standard Lotus Notes application. as they are being archived automatically. Ask your Transition Coordinator or records management specialist for further advice regarding emails if you are under specific instructions to preserve all of your email records. You should index your files by preparing a typed inventory of the titles of the file folders. Place a typed copy of this inventory inside each box and provide Records Management with a computer disk of the inventory to all files being sent. Some Presidential records may be particularly sensitive, such as files relating to presidential appointments. which contain personal information. Note on the index that a particular file contains sensitive personal information. Under the PRA restrictions and the Freedom of Information Act ("FOIA") exemptions, as well as in accordance with constitutional and common law privileges. most sensitive Presidential records can be protected from public access for a period of 12 years. and longer in some cases. (Regardless of public availability, all such materials will be available to President Clinton, his designated representatives, and the Vice President, as applicable.) As mentioned above. you should notify your Transition Coordinator or the Office of Records Management about any electronic databases you created or maintained that contain Presidential record material. Also notify these personnel of any stand-alone PC systems that have been used to generate Presidential records in your files. along with the hardware and software requirements. If you are transferring any electronic records on computer disks, CD-ROM, or tapes please indicate the software that has been used. It is extremely important that you indicate whenever a box of files includes electronic media. This will assist in ensuring that the information created on these systems and diskettes can be permanently preserved and accessed at the Clinton Library. Consult with your Transition Coordinator or the Office of Records Management if you have additional questions on how to prepare your files for delivery to Records Management. V. Delivery of Presidential Records to the Office of Records Management. As part of the official checkout procedures, departing staff members must certify that they have transferred their Presidential records to the Office of Records Management. Upon the completion of the Clinton Administration, NARA will assume legal custody of Clinton Presidential records for eventual deposit at the Clinton Library. Vice Presidential records will be maintained separately in storage with Records Management and NARA prior to their transfer to a library. To ensure the transfer of Presidential records to NARA in a timely manner at the completion of the Administration. you should. as soon as possible, deliver to the Office of Records Management those Presidential records that are not needed for ongoing business. These records can, of course, be retrieved if they later become needed. Staff members should transfer all of their remaining files to the Office of Records Management as they depart. 7 WHO TRANSITION COORDINATORS EOP Office Transition Coordinator Backup Coordinator Advance Roger Kiley AIDS Policy Cheryl Bauerle Cabinet Affairs Raj Adlakha Anne Bovaird Chief of Staff Carolyn Wu Communications Todd Cohen Conference Center Sheila Smith Correspondence Matt Sonne Counsel Kirstin Pflomm Domestic Policy Council Sarah Lucas Environmental Initiatives Angela Mizeur Executive Clerk Tim Saunders First Lady Eric Woodard Intergovernmental Affairs Scott Beale Alison Cantu Interns Kendee Yamaguchi Legislative Affairs Josh Ackil Management & Administration Kelli McClure Brooks Scoville Millennium Council Jane Englestad Beth Mohsinger Military Office Gerald Suarez National Economic Council David Tseng Elliott Baer One America Adrian Miller Oval Office Betty Currie Photography Marilyn Jacanin Political Affairs Jaimme Collins Presidential Personnel Pete Dagher Press Missy Owens Public Liaison Joe Ratner Records Management Terry Good Lee Johnson Scheduling Shannon Butler Special Envoy to the Americas Sharon Liggett Speechwriting Josh Gottheimer Staff Secretary Carol Cleveland Telephone Service Kathy McKeown Travel Archana Ayyappan Visitors Holly Thoden White House Operations Faye Granger Edd Olds APPENDIX A DEPARTURE AGREEMENT REGARDING COPIES OF PRESIDENTAL RECORDS Agreement between President William J. Clinton and (hereinafter "Staff Member"), dated . 1. Staff Member understands and acknowledges that "Presidential records" are documentary materials which relate to or have an effect upon the performance of the President's constitutional, statutory, ceremonial and official duties, including but not limited to written documents, models, pictures, films and audio and electronic recordings, and which either originated in or were received by staff within the following components of the Executive Office of the President: White House Office Office of the Vice President National Security Council Office of Policy Development Council of Economic Advisers President's Foreign Intelligence Advisory Board 2. Staff Member hereby requests permission to remove from existing "office convenience" files extra copies of Presidential records created or received by Staff Member, other than those containing: (1) classified information; (2) confidential communications to or from the President or his senior advisors; (3) law enforcement information; (4) information in personal files or similar files, and any other personal information the disclosure of which might constitute an unwarranted invasion of personal privacy; (5) trade secrets or sensitive commercial or financial information; or (6) any other information the disclosure of which is prohibited by law. 3. In consideration of President Clinton's approval to remove extra copies as set forth in paragraph 2, Staff Member accepts the obligation set forth in paragraphs 4, 5. and 6. APPENDIX B 4. To the extent he or she has not already done so, Staff Member hereby agrees to deliver to the White House Office of Records Management the originals and all copies of any Presidential records in Staff Member's possession or control, other than those extra copies set forth in paragraph 2. or those extra copies which the Staff Member has been authorized to leave behind for the incoming Administration, prior to the termination of Staff Member's employment as a member of the Clinton Administration. 5. Staff Member hereby agrees to seek, and to wait for the receipt of, written approval by President Clinton or his designee before publishing or disclosing to any third person any materials which contain the complete or partial text or content of any non- public Presidential record or copy of such record. President Clinton agrees that his approval shall not be conditioned on reviewing or approving any comment the Staff Member plans to make about such record and shall be limited solely to the publication or disclosure of the complete or partial text or content of such paper. 6. Nothing contained herein limits a Staff Member's right to disclose the complete or partial text or content of Presidential record in response to a valid and enforceable subpoena, provided that, before disclosure, Staff Member gives reasonably prompt notice of the issuance of such a subpoena to President Clinton and to counsel for the incumbent President. If either decides to object on grounds of the President's (or former President's) constitutional or statutory authority to control the release of such material, Staff member agrees to defer disclosing the material subject to the objection until such objection has been withdrawn or judicially resolved. 7. This agreement may be enforced by proceedings for injunction or damages or both. Date Name of Departing Staff Member William J. Clinton By: Date His Authorized Representative WOODARD, ERIC W. WHITE HOUSE OFFICE FIRST LADY 100 0608 White House Transition Coordinators September 14, 2000 1) Welcome 2) Personnel Planning 3) Overview and Briefing on the Presidential Records Act 4) Preparing Legacy Materials 5) Questions and Other Issues Next Meeting: Tuesday, October 3rd 4:00 - 5:00 pm Room 180, EEOB Office of the First Lady Big Issue Binder Project 1. Consult Grid for events related to your topic (see Eric - Room 100). 2. Create tentative list (date and event) of appropriate grid items. 3. Check the three column binders in Shirley's office (room 101) for columns the First Lady has written, pertaining to your topic, and photocopy them. Add these column dates with each column name to your list. 4. Get a binder from Room 100 and make tabs with the date of each event and column to store what you find. Also, ask Eric for solid colored (blue, green, etc) paper to separate each document under each tab in your binder: Tab with date + schedule + colored paper + speech + colored paper + briefing + colored paper + news articles Consult the binders in the press office (room 103) for examples in case you have questions. 5. Most public schedules can be found on the H Drive under First Lady's Public Schedules or in the Scheduling office. Find the schedule for each event date on your list and print to include in your binder. This will allow those consulting your binders in the future to know exactly to whom the First Lady was speaking as well as other events in her day. (If time permits, create the most comprehensive binder you can by sorting through each daily schedule of the administration to ensure you have included every meeting, event, etc. on your topic). 6. Pull corresponding speeches for each event on your list from the H Drive: FL Speech, the Internet, or if all else fails, the binders of speeches in rooms 103 or (last resort) room 197. Photocopy or print these speeches and place them with the corresponding tab in your binder. 7. Room 190 holds all the First Lady's briefings in consecutive order. The briefing she was given for you particular event may have been written on that day or a few days before. Check these binders for the briefings corresponding to the events on your list, photocopy them and put them in your binder under the appropriate tabs. 8. Lexis Nexis is a fabulous research device that allows you to track down every article from everywhere. According to what key words you type, you can find articles generally related to your topic or specifically related to the event on your list. Track down as best as you are able the specific article and include each under the appropriate tab. 9. Congratulations! You have completed an amazingly important project that will be so helpful for the First Lady, her staff and those interested in her life and work in years to come. Eric W. Woodard 09/15/2000 10:07:02 AM Record Type: Record To: See the distribution list at the bottom of this message CC: Michael Malone/OA/EOP@EOP, Terry W. Good/WHO/EOP@EOP, Lee R. Johnson/WHO/EOP@EOP Subject: Archiving in Hillaryland As a friendly reminder, here are some interesting numbers about archiving and the Office of the First Lady Records Management estimates that there are 436 archive boxes worth of material in the First Lady's Office. Right now, there are 35 working days till the election and only 50 working days till January 20! So as an office, on average -- between today and January 20 -- we need to be archiving about 9 boxes every working day! HAVE YOU THOUGHT ABOUT ARCHIVING TODAY?!? Please let me know if you have questions or need help with archiving thanx a lot, Eric W. Message Sent To: September 18, 2000 TO: White House Operations (Tel. 62500, OEOB 1) From: Eric Woodard, Office of the First Lady (Tel. 66266, OEOB 100) This is to request authorization to use the OEOB print shop for copying a series of binders over the next few months 1) As part of the archiving effort, our office has compiled a series of 3" binders to reflect the First Lady's accomplishments in a number of areas. We are now at the point where we need to copy each of these binders - so there is one copy for the archives and one for the First Lady to use in whatever future official capacity she assumes (either as a Senator, or as part of the former President's office). A list of the binders we want to copy is shown below: Child care/work and family issues: 6 binders Foster care/Adoption: 2 binders Early Childhood Development: 2 binders Youth development/after school/violence: 3 binders Education: 8 binders Health reform: 13 binders Breast Cancer: 2 binders Gulf War Illness: 1 binder Beijing: 1 binder Civil society/democracy building: 2 binders 2) Additionally, as part of our archiving effort, we need to make copies of all the First Lady's schedules from 1993 to now. Currently, these schedules are kept in 1" binders (1 month/binder). We request authorization to reproduce all eight years worth of the First Lady's schedules again: 1 copy for the archives, and 1 copy for the First Lady's use in whatever future official capacity she assumes. Being able to use the OEOB print shop will not only allow us to copy these materials much more quickly, but will also significantly reduce the wear and tear on the feeder of our office copier (which isn't designed for high volume). Moreover, using the print shop will allow our interns to focus on other elements of our archiving effort - instead of wrestling with our photocopier all day. We intend to bring 3 or 4 binders/week down to the print shop over the course of the next several months, so as to avoid creating a tremendous extra workload down there. We're trying to be proactive by starting this project now, understanding the archiving needs of the White House will only increase as we get closer to January. Please let us know if we can provide any information that would be helpful for this request thanks a lot, Eric October 6, 2000 Listed below are estimates as of September 1, 2000 of boxes of Presidential files that were identified as needing to be inventoried and prepared for shipment to the Office of Records Management. Below each office is a line indicating the total number of those estimated boxes that have been received in ORM since September 1, 2000. Office Boxes Office Boxes Advance Office 36 Legislative Affairs 187 Rec'd since 9/1: 0 Rec'd since 9/1: 4 AIDS Policy 93 Management and Administration 221 Rec'd since 9/1: O Rec'd since 9/1: 0 Cabinet Affairs 105 Millenium Council 170 Rec'd since 9/1: o Rec'd since 9/1: 0 Chief of Staff 116 NEC 538 Rec'd since 9/1: 17 Rec'd since 9/1: 13 Communications 49 OPL (includes Women's Office) 313 Rec'd since 9/1: 0 Rec'd since 9/1: 0 Conference Center 20 Photo Office 138 Rec'd since 9/1: 0 Rec'd since 9/1: 5 Correspondence 94 Political Affairs 136 Rec'd since 9/1: 26 Rec'd since 9/1: 0 Counsel's Office 667 POTUS Daily Diary 142 Rec'd since 9/1: 37 Rec'd since 9/1: 0 Domestic Policy 370 Presidential Personnel 431 Rec'd since 9/1: 38 Rec'd since 9/1: 11 Environmental Initiatives 29 Press Office 171 Rec'd since 9/1: 0 Rec'd since 9/1: 45 Envoy for the Americas 52 Scheduling 217 Rec'd since 9/1: 0 Rec'd since 9/1: 1 First Lady 436 Security Office 243 Rec'd since 9/1: 12 Rec'd since 9/1: 0 IGA 91 Speechwriters 205 Rec'd since 9/1: 11 Rec'd since 9/1: 17 Initiative for One America 41 Visitors Office 30 Rec'd since 9/1: 4 Rec'd since 9/1: 4 Intern Office 18 Rec'd since 9/1: 8 Total Estimated: 5359 Total Rec'd Since 9/1: 253 Presidential Records Archiving Progress Since 9/1 As Of 10/6/2000 Advance Office 0 36 AIDS Policy 0 93 Cabinet Affairs 0 105 Chief of Staff 17 116 Communications 0 49 Conference Center 0 20 Correspondence 26 94 Counsel's Office 37 667 Domestic Policy 38 370 Environmental Initiatives 0 29 Envoy for the Americas 0 52 First Lady 12 436 IGA 11 91 Initiative for One America 41 41 Intern Office 8 18 Legislative Affairs 14 187 Management and Administration 0 221 Millenium Council 0 170 NEC 13 538 OPL (includes Women's Office) 0 313 Photo Office 15 138 Political Affairs 0 136 POTUS Daily Diary 0 142 Presidential Personnel 11 431 Press Office 45 171 Scheduling 1 217 Security Office 0 243 Rec'd Since 9/1 Speechwriters (17) 205 9/1 Estimated Boxes Visitors Office 30 0% 20% 40% 60% 80% 100% Transition Coordinators November 2, 2000 1) Office Updates 2) Archiving Update No personal stuff in white boxes 3) Supply Clearinghouse Rm 011 EEOB supply drgs off begining Nor 2 you MWF 10Am-12pm before andering new supplies check clearing house 2pm-4pm 2pm 4pm 4) Communication with President-Elect's Transition Team until Poclesta talk to incoming chief of S talf and informs Personal only give transition team public use info 5) Cutoff Date for Personnel Actions 6) Transition Resources creating transition resource center late Nov. assist personal about benefits and what not. 7) Other Business November 2, 2000 Listed below are revised estimates as of October 20, 2000 of boxes of Presidential files that were identified as needing to be inventoried and prepared for shipment to the Office of Records Management. Below each office is a line indicating the total number of those estimated boxes that have been received in ORM since September 1, 2000. Office Boxes Office Boxes Advance Office 36 Legislative Affairs 187 Rec'd since 9/1: 0 Rec'd since 9/1: 8 AIDS Policy 93 Management and Administration 442 Rec'd since 9/1: 0 Rec'd since 9/1: 120 Cabinet Affairs 105 Millenium Council 170 Rec'd since 9/1: 7 Rec'd since 9/1: 0 Chief of Staff 116 NEC 538 Rec'd since 9/1: 16 Rec'd since 9/1: 14 Communications 49 OPL (includes Women's Office) 313 Rec'd since 9/1: 0 Rec'd since 9/1: 21 Correspondence 94 Political Affairs 136 Rec'd since 9/1: 51 Rec'd since 9/1: 0 Counsel's Office 867 POTUS Daily Diary 142 Rec'd since 9/1: 61 Rec'd since 9/1: 0 Domestic Policy 370 Presidential Personnel 431 Rec'd since 9/1: 49 Rec'd since 9/1: 11 Environmental Initiatives 29 Press Office 171 Rec'd since 9/1: 0 Rec'd since 9/1: 35 Envoy for the Americas 52 Scheduling 217 Rec'd since 9/1: 0 Rec'd since 9/1: 6 First Lady 436 Security Office 243 Rec'd since 9/1: 32 Rec'd since 9/1: 16 IGA 91 Speechwriters 205 Rec'd since 9/1: 32 Rec'd since 9/1: 17 Initiative for One America 41 Total Estimated: 5574 Rec'd since 9/1: 8 Total Rec'd Since 9/1: 504 WHO Records Management 11/2/2000 2:36 PM MEMORANDUM FOR MRS. CLINTON Those FROM: Melanne Verveer, Shirley Sagawa, and Eric Woodard require ready RE: Archiving and Transition own DATE: December 29, 2000 more the needing Over the last six months, Shirley and Eric have organized an archiving effort to ensure that Office of the First Lady materials are dispersed appropriately at the end of the Administration Meally Here is a list of major items and our recommendations regarding storage or transfer of the be materials. We have discussed these recommendations with the staff involved, as well as Tamera Luzzatto. all In general, we have followed these principles: be -- If you will need the material on a regular basis in your Senate office, copies of the material will be transferred there (although there is very limited shelf space, as you know) the the -- If you need occasional access to the materials, and they are personal, they should be transferred to accessible storage space (such as your DC house or commercial storage, TBD) -- If you need occasional access to the materials, and they are official records, they must be transferred to the archives. (Please note that any materials sent to the office can be retrieved by you with ? hours? days? notice) materials as schedules, this books, speeches t mentrol disflicate made 9 suel We understand that Bruce Lindsay is organizing the transfer of some of your personal materials need to free storage space in Arkansas provided by the National Archives. Some Finally, please note that all of your staff members' files are being archived along with other Americate White House records. These materials are being indexed using the following categories: Early childhood development Breast cancer DC pupper Child care Gulf war illnesses Arts Adoption Vital Voices Millennium Council projects Youth development/afterschool/ Beijing White House preservation violence Civil society/democracy Philanthropy Health reform building Service Immunizations Women and girls education Children's health Microenterprise You will be able to have these indexes searched by computer to identify all files that have been archived in these categories. These files can then be retrieved by the archives for your use. Archiving/Materials Disposition Recommendations Item Recommended Disposition Public schedule binders Originals to archives Private schedule binders One copy to Senate Office One copy TBD Schedule index Copies to archives, Senate, others TBD *Note-sortable, computerized index of schedules is complete up to 1997. Work to continue by your Senate staff. Hard copies of monthly schedule through 2001 available in a binder. Briefing binders Archives *Note-the briefing materials, because they are keyed to the schedule, can be searched by using the schedule index. Speech binders Original to archives Copy to Senate Electronic copies of speeches Copies to archives, Senate, others TBD *Note-electronic files of speeches available only post-1997 Speech index Original to archives Copy to Senate Trip books One set to archives Melannes set TBD melanne viha S Electronic travel index Copies to archives, Senate, others TBD HRC electronic/paper rolodex Huma Abedin Column binders Originals to archives Copy to Senate Electronic/paper column index and copies Copies to archives, Senate, others TBD "The Grid'(policy accomplishments binder) Original to archives Copy to Senate Electronic copies TBD Staff/Alumni/ae Directory Senate (Eric Woodard) Issue Binders Originals to archives Copy to Senate *Note-issues binders include speeches, briefings, schedules, columns, press clips, and miscellaneous information pertaining to HRC's record on the following issues: Child care/work/family Foster care/adoption Youth development/afterschool/violence Education Health Civil society/democracy building Women and girls Early childhood development Breast cancer Gulf War Illness Vital Voices Microenterprise Arts Philanthropy and Service Immunization/Children's Health WHODB Archives Copy to Senate *Note-we are still exploring how to convert the data in WHODB to the database program that you will use in the Senate. Official correspondence Archives Personal correspondence TBD *Note-Pam and Milli have about 35 boxes of personal correspondence Book files TBD *Note-Pam and Shirley have about 10 boxes of files relating to Buddy and Socks and Invitation to the White House Personal files (kept by Huma, Kelly, Patti) TBD *Note-there are about 10 boxes relating to personal matters that you will probably want transferred to your DC house To Be Archived November 16, 2000 Fldy on 'East_wing' (H:) H:/ H:/Accomplishments H:/Approach H:/Columns H:/Columns/1999 Columns H:/Columns/2000 Columns H:/Data/Fl H:/Database H:/First Lady Schedules/1993 Public H:/First Lady Schedules/1994 Public H:/First Lady Schedules/1995 Public H:/First Lady Schedules/1996 Public H:/First Lady Schedules/1997 Public H:/First Lady Schedules/1998 Public H:/First Lady Schedules/1999 Public H:/First Lady Schedules/2000 Public H:/FL Yearly Events Lists H:/Flspeech/ H:/Flspeech/1993 - 1995 Transcripts H:/Flspeech/1996 Transcripts H:/Flspeech/1997 Speeches as Prepared H:/Flspeech/1997 Transcripts H:/Flspeech/1998 Speeches as Prepared H:/Flspeech/1998 Transcripts H:/Flspeech/1999 Speeches as Prepared H:/Flspeech/1999 Transcripts H:/Flspeech/2000 Transcripts H:/Flspeech/2000speech H:/Flspeech/Column H:/Flspeech/Index H:/Flspeech/Mail H:/Flspeech/Other H:/Flspeech/Staff and Intern Folders H:/Flspeech/Staff and Intern Folders/Katie H:/Releases H:/Releases/1997 H:/Releases/1998 H:/Releases/1999 H:/Releases/2000 H:/Releases/Foreign Trips H:/Releases/State Dinners THE WHITE HOUSE WASHINGTON MEMORANDUM TO THE STAFF OF THE WHITE HOUSE OFFICE, THE OFFICE OF THE VICE PRESIDENT, THE NATIONAL SECURITY COUNCIL, THE OFFICE OF POLICY DEVELOPMENT, THE COUNCIL OF INTELLIGENCE ADVISORY BOARD ECONOMIC ADVISERS, AND THE PRESIDENT'S great FROM: JOHN PODESTA, CHIEF OF RE: PRESERVATION OF STAFF DATE: DECEMBER 7, 2000 Many staff members are now in the midst of indexing their files and preparing them to be sent to the White House Office of Records Management. I appreciate the time that staff members are taking to perform this extremely important task. In order to facilitate completion of this task, attached is a copy of the memorandum regarding the preservation of staff records covered by the Presidential Records Act that was first circulated in September. The Act covers both Presidential and Vice Presidential records. Note in particular Appendices 2 and 3, which are authorization forms regarding copies of Presidential records you wish to take with you when you leave. Although Appendix 3 was available at your ethics training and transition briefings, it was not previously attached to the memorandum. Sign Appendix 2 if you wish to take copies of any Presidential records with you for personal use. You must also sign Appendix 3 and if you wish to show a Presidential record to a third party, for example, as a writing sample. Send the completed forms to the Office of White House Counsel. Copies of only limited kinds of Presidential records may be kept by staff, as described in more detail in the memorandum. If you have questions about getting your files ready for Records Management or about what documents may be taken with you when you leave, call Records Management at 456-2240 or the Office of White House Counsel at 456-7909. THE WHITE HOUSE WASHINGTON MEMORANDUM TO THE STAFF OF THE WHITE HOUSE OFFICE, THE OFFICE OF THE VICE PRESIDENT, THE NATIONAL SECURITY COUNCIL, THE OFFICE OF POLICY DEVELOPMENT, THE COUNCIL OF ECONOMIC ADVISERS, AND THE PRESIDENT'S FOREIGN INTELLIGENCE ADVISORY BOARD FROM: JOHN PODESTA, CHIEF OF STAFF IP RE: PRESERVATION OF STAFF RECORDS DATE: SEPTEMBER 14, 2000 As we are now in the last year of the Clinton Administration, this is a good time for all staff in the Executive Office of the President to review the laws governing the disposition of their files as they continue to archive all appropriate material. Archiving the files that have been created during this Administration is an extremely important task. Staff files and donated personal records will be the nucleus of the Clinton Presidential Library. These records will be critically important to scholars and historians for many years to come. The attached memorandum describes White House policy for departing staff regarding the appropriate treatment of your files. Listed below are some of the principal points for staff in the above-listed offices to bear in mind as you archive your files. The Presidential Records Act requires the preservation of Presidential records. Almost all work-related material created or received by personnel in the above offices will be a Presidential record. Do not discard Presidential records, although you do not have to preserve identical copies. Vice Presidential records should be treated in the same manner as Presidential records, although they are maintained separately. You may take copies of Presidential records when you leave only when all of the following conditions are met: The document must be a copy, not an original. It must not be classified, and it must not contain confidential communications to or from the President or his senior advisors, material from personnel files and personal information the disclosure of which might constitute an unwarranted invasion of personal privacy, trade secrets, law enforcement information, or any other information the disclosure of which is prohibited by law. Each staff member who wishes to remove any copies of Presidential records must sign the agreement attached to this memorandum as Appendix B. You do not need to preserve work-related but "non-record" material, such as certain notes for your own use and drafts not circulated to others. You may take such material with you when you leave, but only subject to the conditions given above. Personal records should be filed separately from Presidential records. Materials relating to a political campaign generally are personal records. You may take personal records with you, or discard them, when you leave. However, consider donating to the Archives any personal records that will create a fuller record of the accomplishments of the Clinton Administration for future historians. Continue to send Presidential records not needed for ongoing business to Records Management. Print out or copy to a diskette any Presidential records that exist only in your computer for inclusion with your records (do not include Lotus Notes email unless you have been instructed otherwise). Do not discard any of your files that you know are covered by subpoenas or document requests. Each office within the White House Office has one or more Transition Coordinators who will be trained to assist you in the appropriate indexing and disposition of your files. A list of the WHO Transition Coordinators is attached to this memorandum. Staff in other EOP offices may call the Office of Records Management, counsel within their office, White House counsel at 6-7909, or counsel in the Office of the Vice-President at 6-7022, with any specific questions. 2 THE WHITE HOUSE WASHINGTON MEMORANDUM TO THE STAFF OF THE WHITE HOUSE OFFICE, THE OFFICE OF THE VICE PRESIDENT, THE NATIONAL SECURITY COUNCIL, THE OFFICE OF POLICY DEVELOPMENT, THE COUNCIL OF ECONOMIC ADVISERS, AND THE PRESIDENT'S FOREIGN INTELLIGENCE ADVISORY BOARD. FROM: BETH NOLAN, COUNSEL TO THE PRESIDENT Bn DATE: SEPTEMBER 14, 2000 SUBJECT: PRESERVATION OF PRESIDENTIAL RECORDS This memorandum describes your obligations under the Presidential Records Act ("PRA") and how to prepare your records for delivery to the White House Office of Records Management prior to your departure. Staff records have been vital as we have worked to achieve the goals of the Clinton Administration, and they will continue to play a crucial role in the Clinton Library by documenting our achievements for future scholars and historians. Vice Presidential records are similarly important and will also be preserved in a Library. The Presidential Records Act The Presidential Records Act ("PRA") governs the ownership, maintenance and disposition of Presidential records. 44 U.S.C. 2201 et seq. The requirements of the PRA apply to all records of personnel in the White House Office. including the White House Military Office, the Office of the Vice President, the Office of Policy Development, the Council of Economic Advisors, the President's Foreign Intelligence Advisory Board, and the National Security Council. I Under the PRA. records of the Office of the Vice President are Vice Presidential records and are subject to the provisions of the PRA in the same manner as Presidential records. Both Presidential and Vice Presidential records are collectively referred as "Presidential records" in this memorandum. Presidential records are the property of the United States. They should be filed separately from personal records or non-record material. Presidential records must not be discarded. They must be preserved and sent to the Office of Records Management, which will maintain them for the duration of the Administration. Those offices that have an agreement to send their Presidential records directly to the National Archives and Records Administration ("NARA"), should continue that practice. The requirements of another statute, the Federal Records Act. apply to all records of personnel in the Council on Environmental Quality, the Office of Administration, the Office of Management and Budget, the Office of National Drug Control Policy, the Office of Science and Technology Policy, and the United States Trade Representative. 3 I. Records Covered by the Presidential Records Act Presidential records are defined in the Act as "documentary materials regardless of physical form that are created or received by the President, his immediate staff, or a unit or individual of the Executive Office of the President, whose function is to advise and assist the President, in the course of conducting activities which relate to or have an effect upon the carrying out of the constitutional, statutory or other ceremonial or official duties of the President." Documentary materials refers collectively to all media on which information is recorded, regardless of the nature of the medium or the method or circumstances of recording. The term includes but is not limited to correspondence, memoranda, documents, papers, pamphlets, electronic word processing files and emails, models, pictures, films, and audio and electronic recordings. All Presidential records must be preserved. You do not have to preserve identical copies. Documents even drafts circulated to others in the course of conducting activities that relate to Presidential duties are almost always Presidential records. Electronic Presidential records/databases. If you have Presidential records that exist only in your computer, print them out or copy them to a clearly labeled diskette, so they can be filed with your other Presidential records. Do not print out emails in the standard Lotus Notes application, as they are being archived automatically. If you created an electronic database containing Presidential record information, or are the staff member responsible for maintaining such a database, promptly contact the Transition Coordinator for your office, or the Office of Records Management so that they and the OA Office of Information Services and Technology ("IS&T") can include this database along with the appropriate technical information in the material transferred to NARA. Restrictions on material that may be taken by staff on their departure. Staff members will be permitted to take with them extra copies of Presidential records created or received by the staff member that had previously been made for the staff member's convenience. No original records may be taken. Further, no document may be taken if it contains the following: classified information; confidential communications to or from the President or his senior advisers; law enforcement information; information in personnel files or similar files, and any other personal information the disclosure of which might constitute an unwarranted invasion of personal privacy; trade secrets or sensitive commercial or financial information; or any other information the disclosure of which is prohibited by law. All other copies of Presidential records must be sent to the Office of Records Management for eventual deposit in the President's Library. To ensure compliance with this policy, each departing staff member who wishes to remove any copies of Presidential records must sign the agreement attached to this memorandum as Appendix B as part of the official checkout procedures. The agreement obligates the staff member to comply with the policy outlined above, and to refrain from disclosing the contents of any Presidential records to third parties without the President's consent. The agreement is 4 designed to protect the integrity of White House decision-making processes and to preserve the President's ability under the Constitution and the PRA to control the distribution of these kinds of records. If you have an unusual circumstance you would like to raise regarding the copy of a particular Presidential record, call the White House Counsel's office at 6-7909. II. Records in the Office of the Vice President The PRA expressly provides that records of the Office of the Vice President are Vice Presidential records and subject to the provisions of the PRA in the same manner as Presidential records, although they are maintained separately. Thus, materials created or received in the Office of the Vice President should be treated in accordance with the guidance given in this memorandum. Personnel in the Office of the Vice President should consult with Ferne Mosley at 6-7022 for additional guidance regarding the filing and disposition of Vice Presidential records. III. Other Types of Records You may have other types of documentary materials in your files that are not subject to the preservation requirements of the PRA, as discussed below. These types of materials should be filed separately from your Presidential records. 1. Non-records. The PRA does not require you to preserve non-record materials such as the following: preliminary drafts of correspondence, memoranda or reports, kept for your own use and not circulated to others; work sheets and informal notes that contain information reflected in final documents and that do not document policy development or execution; copies of the 'clips' or other clippings or news summaries so long as they have not been annotated, organized or arranged for an official purpose; catalogs, trade journals and other publications received from other government agencies, or private firms and institutions and that are maintained for reference purposes; extra copies of documents produced only for convenience, when those copies are clearly so identified. All of your documents should be reviewed carefully, however, because documents in the categories listed above may nonetheless constitute Presidential records. Particularly in the White House. drafts, working papers and other similar materials often document policy development, significant decisions or other matters related to the execution of Presidential duties. If there is any reasonable doubt, treat the material as a Presidential record. If the material is clearly of nonrecord status, you may discard it. 5 Administrative material, such as telephone directories. organizational charts and press releases. may not be Presidential records, but may nonetheless be of great utility to presidential scholars many years hence. We recommend preserving such material. You may take non-record material when you depart, but only under the same conditions that are prescribed above for Presidential records. If you have a question regarding a particular document, call the White House Counsel's office at 6-7909. 2. Personal records. The category of "personal records" includes private papers, such as material accumulated before entering government service, personal photographs, insurance claim forms, purely personal correspondence, and personal diaries or journals that staff members sometimes keep in their offices. It also includes certain kinds of political materials, i.e., those relating exclusively to (a) the President's own election as President. (b) the Vice President's campaign for the presidency, (c) the election of a particular individual or individuals to Federal, State, or local office, or (d) private political associations. To be considered "personal," however, these materials must have no relation to or direct effect upon the execution of the President's official or ceremonial duties. Personal and political material should be filed separately from your Presidential records. You may remove personal records on your departure or donate them to NARA for the Clinton Library or the Vice President's library. Donation of personal records to Clinton Library. If you have personal materials that could assist future scholars in building a comprehensive picture of the achievements of the Clinton Administration, you are most welcome to donate these materials to the Clinton Library, or in appropriate circumstances, to the Vice President's library. Let your office Transition Coordinator or the White House Counsel's office know of your intent and that person will put you in touch with a professional archivist from NARA. Documents subject to a subpoena or document request. Documents in your possession may be responsive to a request for documents or a subpoena directed to the White House. Do not discard documents if you are aware that they are or have been responsive to a subpoena or document request. No classified material may be removed from your office at any time, without compliance with the rules applicable to such materials. The above discussion does not exhaust the universe of possible rules applicable to your files. If you have any questions about the record status or appropriate disposition of any material in your office. please contact Ann Bushmiller of the White House Counsel's Office for advice at 456- 7909 or Ferne Mosley in the Office of the Vice President at 6-7022. IV. Preparation of Presidential Records for Delivery to the Office of Records Management As staff members continue to prepare your files for transfer to the Office of Records Management or to NARA, you should review your records and ensure that personal material you wish to take with you has been separated from your Presidential records. If you have any 6 Presidential records that exist only in your computer, reduce them to paper or copy them to a clearly labeled diskette. You do not need to print out emails in the standard Lotus Notes application. as they are being archived automatically. Ask your Transition Coordinator or records management specialist for further advice regarding emails if you are under specific instructions to preserve all of your email records. You should index your files by preparing a typed inventory of the titles of the file folders. Place a typed copy of this inventory inside each box and provide Records Management with a computer disk of the inventory to all files being sent. Some Presidential records may be particularly sensitive, such as files relating to presidential appointments, which contain personal information. Note on the index that a particular file contains sensitive personal information. Under the PRA restrictions and the Freedom of Information Act ("FOIA") exemptions, as well as in accordance with constitutional and common law privileges, most sensitive Presidential records can be protected from public access for a period of 12 years, and longer in some cases. (Regardless of public availability, all such materials will be available to President Clinton, his designated representatives, and the Vice President, as applicable.) As mentioned above, you should notify your Transition Coordinator or the Office of Records Management about any electronic databases you created or maintained that contain Presidential record material. Also notify these personnel of any stand-alone PC systems that have been used to generate Presidential records in your files. along with the hardware and software requirements. If you are transferring any electronic records on computer disks, CD-ROM, or tapes please indicate the software that has been used. It is extremely important that you indicate whenever a box of files includes electronic media. This will assist in ensuring that the information created on these systems and diskettes can be permanently preserved and accessed at the Clinton Library. Consult with your Transition Coordinator or the Office of Records Management if you have additional questions on how to prepare your files for delivery to Records Management. V. Delivery of Presidential Records to the Office of Records Management. As part of the official checkout procedures, departing staff members must certify that they have transferred their Presidential records to the Office of Records Management. Upon the completion of the Clinton Administration, NARA will assume legal custody of Clinton Presidential records for eventual deposit at the Clinton Library. Vice Presidential records will be maintained separately in storage with Records Management and NARA prior to their transfer to a library. To ensure the transfer of Presidential records to NARA in a timely manner at the completion of the Administration. you should, as soon as possible, deliver to the Office of Records Management those Presidential records that are not needed for ongoing business. These records can, of course, be retrieved if they later become needed. Staff members should transfer all of their remaining files to the Office of Records Management as they depart. 7 WHITE HOUSE OFFICE TRANSITION COORDINATORS EOP Office Transition Coordinator Backup Coordinator Advance Roger Kiley AIDS Policy Cheryl Bauerle Cabinet Affairs Raj Adlakha Anne Bovaird Chief of Staff Michele Ballantyne Drew Gardiner Communications Todd Cohen Conference Center Sheila Smith Correspondence Matt Sonne Counsel Jane Schaffner Domestic Policy Council Sarah Lucas Environmental Initiatives Angela Mizeur Executive Clerk Tim Saunders First Lady Eric Woodard Intergovernmental Affairs Scott Beale Alison Cantu Intern Kendee Yamaguchi Legislative Affairs Josh Ackil Management & Administration Kelli McClure Brooks Scoville Millennium Council Jane Englestad Beth Mohsinger Military Office Gerald Suarez National Economic Council Christopher Wanken One America Adrian Miller Oval Office Betty Currie Justin Cooper Photography Marilyn Jacanin Political Affairs Jaimme Collins Presidential Personnel Pete Dagher Press Missy Owens Public Liaison Joe Ratner Records Management Terry Good Lee Johnson Scheduling Carrie Street Special Envoy to the Americas Sharon Liggett Speechwriting Josh Gottheimer Staff Secretary Carol Cleveland Telephone Service Kathy McKeown Travel Archana Ayyappan Visitors Holly Thoden Elizabeth Jones White House Operations Faye Granger Edd Olds APPENDIX 1 DEPARTURE AGREEMENT REGARDING COPIES OF PRESIDENTAL RECORDS Agreement between President William J. Clinton and (hereinafter "Staff Member"), dated . 1. Staff Member understands and acknowledges that "Presidential records" are documentary materials which relate to or have an effect upon the performance of the President's constitutional, statutory, ceremonial and official duties, including but not limited to written documents, models, pictures, films and audio and electronic recordings, and which either originated in or were received by staff within the following components of the Executive Office of the President: White House Office Office of the Vice President National Security Council Office of Policy Development Council of Economic Advisers President's Foreign Intelligence Advisory Board 2. Staff Member hereby requests permission to remove from existing "office convenience" files extra copies of Presidential records created or received by Staff Member, other than those containing: (1) classified information; (2) confidential communications to or from the President or his senior advisors; (3) law enforcement information; (4) information in personal files or similar files, and any other personal information the disclosure of which might constitute an unwarranted invasion of personal privacy; (5) trade secrets or sensitive commercial or financial information; or (6) any other information the disclosure of which is prohibited by law. 3. In consideration of President Clinton's approval to remove extra copies as set forth in paragraph 2, Staff Member accepts the obligation set forth in paragraphs 4, 5, and 6. APPENDIX 2 4. To the extent he or she has not already done so, Staff Member hereby agrees to deliver to the White House Office of Records Management the originals and all copies of any Presidential records in Staff Member's possession or control, other than those extra copies set forth in paragraph 2, or those extra copies which the Staff Member has been authorized to leave behind for the incoming Administration, prior to the termination of Staff Member's employment as a member of the Clinton Administration. 5. Staff Member hereby agrees to seek, and to wait for the receipt of, written approval by President Clinton or his designee before publishing or disclosing to any third person any materials which contain the complete or partial text or content of any non- public Presidential record or copy of such record. President Clinton agrees that his approval shall not be conditioned on reviewing or approving any comment the Staff Member plans to make about such record and shall be limited solely to the publication or disclosure of the complete or partial text or content of such paper. 6. Nothing contained herein limits a Staff Member's right to disclose the complete or partial text or content of Presidential record in response to a valid and enforceable subpoena, provided that, before disclosure, Staff Member gives reasonably prompt notice of the issuance of such a subpoena to President Clinton and to counsel for the incumbent President. If either decides to object on grounds of the President's (or former President's) constitutional or statutory authority to control the release of such material, Staff member agrees to defer disclosing the material subject to the objection until such objection has been withdrawn or judicially resolved. 7. This agreement may be enforced by proceedings for injunction or damages or both. Date Name of Departing Staff Member William J. Clinton By: Date His Authorized Representative APPENDIX 2 DEPARTURE AGREEMENT REGARDING COPIES OF PRESIDENTIAL RECORDS I hereby request permission to remove from the White House or Executive Office of the President copies of the following presidential records. I have inserted a brief description and attached copies of the documents. (Requests will not be granted if these steps are not followed.) It is understood that I may show the document(s) attached to this Agreement to a third party. For example, the document(s) may be used as a writing sample. I further understand that neither I nor any other entity or individual may receive any kind of payment or compensation in connection with the dissemination of the document(s) attached to this Agreement. Date Name of Departing Staff Member Date Approved on Behalf of President Clinton APPENDIX 3 WOODARD, ERIC W. WHITE HOUSE OFFICE FIRST LADY OEOB 100 Eric W. Woodard 10/03/2000 03:25:52 PM Record Type: Record To: See the distribution list at the bottom of this message CC: See the distribution list at the bottom of this message Subject: This is a friendly reminder about THE ISSUE BINDERS! Not that we don't have ten million other projects going on (schedules, trip binders, the database, archive boxes, speech indexes, etc., etc.) but this one is important, too We've finally received permission to start taking binders that've already been completed down to the print shop (Rm. 084). Here's what you do - take all pages out of a binder (be careful not to get materials mixed up or out of order) - leave all dividers/tabs in the empty binder -- you'll have to divide things up again once everything has been copied -- (if you want, stick a colored piece of paper between sections of the original so you'll know where sections start and end) - once you've put the pages in a neat stack, take them down to the print shop -- you'll fill out a form to go with your order. Please place the order from the First Lady's Office, in my name with your name in parentheses, 66266 for the telephone number. Indicate 1 copy per binder. The print shop will call OEOB 100 when your order is ready, and we'll let you know. - when you get your original and the copy back, put the original binder back together - and then construct a new binder (with labels, etc.) for the copy. We don't want to overwhelm the print shop so everybody should each take two or three binders worth down every week or so -- start now so we're able to get everything copied Binders that are basically done that just to be finalized and copied Child care/work and family issues (6 binders): Heather Foster care/Adoption (2 binders): Bridget Youth development/after school/violence (3 binders): Dee Education (8 binders): Luisa Health (binders 1-6): Sarah Health (binders 7-13) Chad Beijing (1 binder): Bridget Civil society/democracy building (2 binders): Dee Women and Girls (4 binders): Tania Early Childhood Development (2 binders): TBD Breast Cancer (2 binders): Tania Gulf War Illness (1 binder): Tania Binders that are partly done that need to be finalized and copied Vital Voices: Bridget Microenterprise: Chad Arts: Heather White House Preservation: Chad Philanthropy and Service: Tania Immunizations/Children's Health: TBD DC: TBD Everyone has a lot to do the TBDs (to be decided) will go to whoever is able to get to them first Attached (as a reminder) are some good guidelines for those who will be working on new binders Archive3.docArchive4.doc Please ask me if you have any questions, need help finding a binder, or are having trouble getting started Thanks, Eric W. Message Sent To: Bridget T. Hennessey/WHO/EOP@EOP Allyson D. Lambert/WHO/EOP@EOP Luisa V. Blanchfield/WHO/EOP@EOP Heather Beaton/WHO/EOP@EOP Chad A. Lupinacci/WHO/EOP@EOP Sarah C. Hinsch/WHO/EOP@EOP Tania Shapiro-Barr/WHO/EOP@EOP Message Copied To: Shirley S. Sagawa/WHO/EOP@EOP Matthew L. Nelson/WHO/EOP@EOP Daniela E. Nanau/WHO/EOP@EOP Ann O'Leary/OPD/EOP@EOP Heather H. Howard/OPD/EOP@EOP Eric J. Morse/OPD/EOP@EOP Gayleen P. Dalsimer/WHO/EOP@EOP Catherine M Lelyveld/WHO/EOP@EOP Eric W. Woodard/WHO/EOP@EOP