OEO and CSA Instructions and Documents
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Community Action Program Workbook. Dated March 18, 1965. 263 pages. "The Community Action Program Workbook has been prepared as an aid to the many people now involved in establishing community action programs to combat poverty. It is designed to stimulate thinking rather than to prescribe given courses of action." https://eric.ed.gov/?id=ED103502
CSA 6321-2 A Planning Guide for CAAs (PDF)
CSA 6321-2 A Planning Guide for CAAs (.docx)CSA and EOA Reasons for Reauthorizing 1981 (PDF)
CSA and EOA Reasons for Reauthorizing CSA 1981 (.docx)CSA Annual Report 1979 (PDF)
CSA Annual Report 1979 (.docx)CSA Colder Darker Energy Crisis 1977 (PDF)
CSA Colder Darker Energy Crisis 1977 (.docx)CSA Evaluation of the Kansas City HRC, December 1977 (PDF)
CSA Evaluation of the Kansas City HRC, December 1977 (.docx)CSA Instruction 1100-1 Mission of the CSA November 1978 (PDF)
CSA Instruction 6000-2c Index of all CSA Instructions January 1979 (PDF)
CSA Instruction 6005-2 Citizen Participation Grant Program August 1978
CSA Instruction 6100-1b Change 2 Program Account Structure October 1979 (PDF)
CSA Instruction 7850-1a Standards of Effectiveness July 1975 (PDF)
CSA Instruction 7850-1a July 1975 Standards of Effectiveness (the middle years)
CSA Justification of Appropriation Estimates 1982 (PDF)
CSA Justification of Appropriation Estimates 1982 (.docx)CSA Opportunity II Summer 1980 (PDF)
CSA Opportunity II Summer 1980 (.docx)CSA Public Policy Forum Report 1978 (PDF)
CSA Public Policy Forum Report 1978 (.docx)CSA Rising Energy Prices 1980 (PDF)
CSA Rising Energy Prices 1980 (.docx)CSA T&TA Procedures Handbook, Midland Energy, Wandless (PDF)
CSA T&TA Procedures Handbook, Midland Energy, Wandless (.docx)Evaluation article by Bob Clark (.docx)
How New Practices Become Routinized 1987: A Critique by John Buckstead (PDF)
How New Practices Become Routinized 1987: A Critique by John Buckstead (.docx)The First Existential Crisis (June 28, 1968) (PDF)
GPMS Trainers Module VII on Evaluation Requirements August 1980 (PDF)
GPMS Training Guide #4 on Evaluation and Assessment for CSA Field Representatives (PDF)
History of the programs under the EOA by Dick Saul and John Buckstead (PDF)
Index of OEO Records at the National Archives of the United States. The paper still exists! Some on microfilm at the LBJ library. A few are available online. You have to dig, and dig, and dig. https://www.archives.gov/research/guide-fed-records/groups/381.html#381.3.12.1
LAW - West Central Missouri Rural Development Corporation and Others v Howard Phillips 26 Feb 73 (PDF)
LBJ and Cabinet Background Briefing on OEO by Bert Harding November 1968 (PDF)
Letter from Don Sykes to Thomas Green on allowable uses of CSBG (PDF)
Monitoring for Change by Wayne Thomas. "Wayne wrote this after CSA was closed, so it is not a CSA publication. He and I did a few workshops on this topic in the 1980s and 1990s. I looked through it and the approach still works! His sanction ladder is brilliant!" -- Jim Masters
NACAA: Community Action Agencies and Faith-Based Organizations / A Legacy of Productive Partnerships, 2001 (PDF)
NACAA: Community Action Agencies and Faith-Based Organizations / A Legacy of Productive Partnerships, 2001 (.docx)NACAA: Meeting the Housing Needs of People in Poverty 2001 (PDF)
NACAA: Meeting the Housing Needs of People in Poverty 2001 (.docx)NACAA: What Is A Community Action Agency? 2000 (PDF)
NACAA: What Is a Community Action Agency? 2000 (.docx)OCS Demonstration Partnership Program Creation 1986 / DHHS Memo (PDF)
OCS Evaluation Guidebook for Demonstration Partnership Projects 1987 (PDF)
OCS Evaluation Guidebook for Demonstration Partnership Projects 1987 (.docx)OEO CEP Program Guidance from Bill Bozman 1966 (PDF) This led to the Kennedy-Javits Amendment to the EOA of 1964 – and that led to CETA
OEO Howard Phillips Memo Seeking to Shut it Down Feb 1 1973 (PDF)
OEO Howard Phillips Memo Seeking to Shut it Down Feb 1 1973 (.docx)OEO Instruction 6001-01 Means of Carrying Out a Community Action Program, May 1971
OEO Instruction 6001-03 Characteristics of Eligible Activities, May 1971
OEO Instruction 6005-1 Participation of the Poor in Planning and Administration Dec. 1968 (PDF)
OEO Instruction 6005-1 Participation of the Poor in Planning and Administration Dec. 1968 (.docx)OEO Instruction 6100-1a Program Account Structure December 1971 (PDF) without yellow background (PDF)
OEO Instruction 6168-1a Youth Development Policies February 1970 (PDF)
OEO Instruction 6320-1: The Mission of the Community Action Agency. (PDF) November 16, 1970, Donald Rumsfeld. (Referenced by David Bradley in his July, 2005 article in the NASCSP Newsletter).
OEO Instruction 7501-1 Role of the State Economic Opportunity Offices March 1970 (PDF)
OEO Instruction 7850-1 earlier version of the Standards of Effectiveness, May 1969
OEO Memo 49 Involvement of the Poor in All OEO Programs 1966 (PDF)
OEO Memo 49 Involvement of the Poor in All OEO Programs 1966 (.docx)OEO Memorandum 37-A Statement of Policy on Family Planning Activities February 1967 (PDF)
OEO Organizing Communities for Action by OEO, 1968. In .docx format for your convenience.
OEO Statement on the Future (Signed by Other Organizations) 1971 (PDF)
OEO Statement on the Future (Signed by Other Organizations) 1971 (.docx)OEO Trainers Manual for Boards Aug 1969 Volume I Pages 1-180 (PDF)
OEO Trainers Manual for Boards Aug 1969 Volume I Pages 181-312 (PDF)
OEO Trainers Manual for Boards Aug 1969 Volume II Pages 313-442 (PDF)
OEO Trainers Manual for Boards Aug 1969 Volume II Pages 443-590 (PDF)
Organizing Communities for Action by OEO, 1968. https://romaresources.files.wordpress.com/2015/08/organizing-communities-for-action.pdf Source: www.sahowellco.com
Studies in Community Action - History 1964 through 1966 63 pages (PDF)
Studies in Community Action - History 1967 through 1970 100 pages (PDF)
Studies in Community Action - History 1971 through 1974 88 pages (PDF)
Studies in Community Action - History 1975 through 1980 with sources 76 pages (PDF)
Type 3 Detailed Evaluation Plan for Sonoma County CAA January 1980 (PDF)
Type 3 Evaluation Overview and workplan outlines for the CAAs in Sonoma and Kern October 1979 (PDF)
OEO and CSA Archive Documents
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Frontmatter Files
Word Processing Clerk's notes about these documents. 2 pages.
00 TKW notes about CSA and OEO documents.docx
00 TKW notes about CSA and OEO documents.pdf
Instructions sent to recipients of thumb drives holding these files. By Jim Masters. 1 page.
01 This Transmittal of OEO and CSA Archive FINAL.docx
01 This Transmittal of OEO and CSA Archive FINAL.pdf
Jim Master's writing on what is and what is not in these files. 4 pages. Reprinted below.
02 About This Archive FINAL.docx
02 About This Archive FINAL.pdf
OEO and CSA Archive Frontmatter
File 02 About This Archive: what is and is not in it November, 2024
This archive has about 570 documents (about 6GB) starting with LBJ’s State of the Union speech in January of 1964 and the 1964 Task Force that drafted the Economic Opportunity Act of 1964. The U.S. Office of Economic Opportunity existed from August 8, 1964 through 1974. The successor U.S. Community Services Administration existed from January 4, 1975 to September 30, 1981. This archive includes selected documents related to community action that were published by or about those two agencies. It has some bonus documents from the first twenty years of the Community Service Block Grant that continued major themes, strategies or programs started by OEO or CSA.
OEO and CSA documents were produced before computers and digital file storage. The typewritten version of some official issuances from OEO or CSA went to the Government Printing Office to be typeset and printed. Some official issuances were typed by OEO staff on an IBM Selectric that was used throughout OEO (and which even then cost $400), and then copied on a Xerox machine and mailed to the Regional Offices. Other documents were produced by outside contractors and delivered to OEO or CSA. Some had cover memos, some did not. Most had dates, some did not. Some were signed by an OEO or CSA official, some were not. But as OEO Field Representatives we knew that any pile of paper that landed on our desk was supposed to be implemented.
Scanning these old documents proved to be challenging. The print on some documents was faded badly. Sometimes I could bring it up using the dark/light adjustment, sometimes not. Some pages were just missing. Some pages were stuck together, forever. Some of the paper was so brittle the document had to be hand-copied one page at time so that it could be scanned. Some I had to retype. Thank you to the National Community Action Partnership for supporting the staff time to do the scanning and special thanks to the Community Action Program of Sonoma County (now Sonoma CAN) for the use their scanning equipment for years.
The documents were obtained from many sources. About six banker’s boxes came from John Buckstead who worked at the Office of Economic Opportunity Regional Office in Kansas City, then at CSA Headquarters until it closed, then at OCS before becoming Executive Director of the Partnership. Jim Masters had a few boxes, including a complete set of the OEO Instructions he got from Bill Parker, former Director of the San Mateo CAA. Others who contributed documents or information about how to find them, are: Bob Clark, Bob Zdenek, Larry Parachini, Dick Sumpter, Art Blaustein, and Charles McCann. McCann’s videos are particularly illuminating. Apologies to those who sent items and I have forgotten where they came from.
Final selection of the documents was done by Jim Masters at the Center for Community Futures. Jim was an OEO Field Representative based in Kansas City from 1966 to 1970, then an Assistant Deputy Administrator in the New York City Human Resources Administration and CAA from 1970 to 1975. He was the principal consultant to CSA in creating and installing the Grantee Program Management System from 1978 to 1981. From 1981 to 1985 he was Project Director to create the National Voluntary Reporting System, the precursor to the CSBG IS. He was on the OCS Monitoring and Assessment Task Force that created ROMA from 1994 -- 1999. He was an Interim CAA Director twice. He wrote the histories of community action for NACAA and then the Partnership for the national conferences that were on 25th, 40th and 50th anniversaries of the passage of the Economic Opportunity Act.
The Archive is focused on the Community Action Program Division of OEO and the CAAs, and then CSA. These documents described the statutes, values, principles, goals, strategies, and program guidance that created, shaped, explained and sustained community action. Most evolved from an idea that initially was just being recognized as allowed activity, then over months to years grew to become best practices, then to guidance, then to instructions. These are what OEO and CSA expected the field staff and CAA’s to implement. These documents describe community action as we lived it at the live-action interface between OEO/CSA and the CAAs. I am confident that this archive contains 99% of the important historical documents from OEO and CSA that helped shape and power the community action movement in the early days. That said, the primary driver of change was the social movements in which millions of people self-initiated action. At OEO, we collected their actions and hopes, put words to them, synthesized them, wrote about them in a form of “street sociology”, spread these ideas around and helped others who wanted to replicate and adapt. OEO was a mirror, an aggregator, a synthesizer, a catalyst and a communications network. OEO also had the best program development system since the New Deal. The dozens of programs from Foster Grandparents, family planning, community health centers, WX, LIHEAP did not spring whole cloth from the minds of Congress. They arose from local efforts using local initiative money -- nurtured by CAA’s and OEO or CSA and built into something that Congress could be persuaded to expand. The Archive does include a few references to federally-funded Legal Services, federally-funded Family Planning and federally-funded Community Health Centers, all of which started as programs in or delegate agencies of CAAs.
The only important issuance we know existed but we cannot find is the CSA document from about 1977 requiring CAAs to prepare an Equal Employment Opportunity Plan for their CAA and to report on conversations they had with other major employers about their EEO policies.
It does not include other departments of OEO like Job Corps or programs for Native Americans that did not operate through CAAs.
This Archive does not include documents or citations from the Federal Register. The Federal Register was important (a) to delineate the domain boundaries between federal agencies, and (b) to reflect agreements reached with the White House and the Bureau of the Budget from 1964 to 1970 and with OMB from 1970 onward, and (c) as a historical record of what had already happened. In the 1960s and 1970s, BoB and OMB were simply the bean-counting arm of the White House. Their influence only began to expand later: when OMB Watch convinced Congress to establish the OIRA in 1980; when President Clinton established the Regulatory Planning and Review Process in Executive Order 12866 in 1990; and after Congress passed the Government Performance and Results Act in 1993. In the 1960’s and 1970s, when something was published in the Federal Register it was often just describing history -- describing something that been on the streets for a year or more. Yes, things are different now in that publication is often required BEFORE you can do anything. Back then, OEO and the community action movement started or mirrored tens of thousands of things and some of it was eventually reflected in the Federal Register.
It does not include documents describing procedural matters like how to fill out a form and due dates.
It does not include the Limited Purpose Agencies (LPAs) funded by Headquarters. When CSA went out of business in September 1981, there were 932 CAA’s covering about 2/3 of the nation’s counties. And there were 860 LPA Grants the went to Children’s Defense Fund, Food Research and Action Center, every other national advocacy organization, and several universities. Some (I would say not enough) of the reports to OEO HQ on the LPA activity under those grants and contracts eventually trickled into the community action network.
Jim points out that he may have missed important documents. If you have one, email a copy to him at jmasters@cencomfut.com or email Jim for a FedEx number you can use to loan him the hard copy.
How to access EVERTHING that was printed by OEO and CSA is described below by Bob Clark. Bob is the author of Maximum Feasible Success: A History to the Community Action Program. 296 pages, published by NACAA in 2000. Maximum Feasible Success (wordpress.com) Bob describes how he used the LBJ Library at the University of Texas and the National Archives and Records Administration in Maryland to do research while writing the book.
How to Use the National Archives and Records Administration and the LBJ and JFK Libraries to Do Research, by Bob Clark.
For the LBJ Library in Austin, Texas, start at https://discoverlbj.org/ In the search box, type “Office of Economic Opportunity” (with the quotes). There are other search tips and tricks but that is the best one to start with. Like other libraries, the collection is far from fully digitized.
When I was researching Community Action over twenty years ago, I applied for and received a small travel grant to the LBJ Library. The staff there were extremely helpful in digging out and making available relevant materials. Both in applying for a travel grant and working on-site the key thing is to have done your homework and to be as clear and specific as possible on what you are looking for. This Library staff were (and I imagine still are) happy to support relevant research about the Johnson Administration but they can only be as helpful as the input they receive.
The collections of the National Archives are many orders of magnitude larger. NARA stores billions of documents -- basically everything published by the U.S. Government. These are mostly printed copies with some on microfiche and some digital. It includes all the Presidential Libraries. (Sargent Shriver’s papers, for example, are stored in the JFK Library.) But the same search principle applies. Start with https://www.archives.gov/research/catalog. Search for “Office of Economic Opportunity”, “Community Services Administration” and “Community Action Program”, etc. Again, they list other search techniques (see https://www.archives.gov/research/catalog/help/search-tips) but that’s the way to start. I’m not aware of what if any travel grant support they now provide. I live where I could drive to the National Archives office and work on-site at 8601 Adelphi Rd, College Park, MD 20740. (This is near the College Park Metro Station.) The staff there was helpful but with the variety and volume of requests they handle, searches took time for them to fulfill. Another reason to be as specific as possible.
Final notes: NARA and the LBJ Library provide research support, not the research itself. Preserving, cataloging and over time digitizing the records of the federal government is a vast undertaking. I can’t prove but suspect that the more demand there is for particular types of records, the greater the incentive for NARA and the Presidential Libraries to pick up their pace in those areas. In that respect alone, the Partnership’s project to compile historical documents from OEO and CSA is doing a service. A few late additions:
Another “how to" on how to use the National Archives: Accessing Electronic Records Online via the National Archives Catalog | National Archives
National archives of the Office of Economic Opportunity. https://catalog.archives.gov/id/10483098
National Archives of the Community Services Administration https://www.archives.gov/research/guide-fed-records/groups/381.html#381.1
LBJ Library https://www.discoverlbj.org/solr-search?q=war+on+poverty
Sargent Shriver’s personal papers are in the JFK library at: R. Sargent Shriver Personal Papers | JFK Library See Series 03. U.S Office of Economic Opportunity.
--Written by Jim Masters, Center for Community Futures, November, 2024
Frontmatter files, continued
Specifics on how to use this Archive, by Jim Masters. 1 page.
03 How To Use This Archive FINAL.docx
03 How To Use This Archive FINAL.pdf
The taxonomy of these publications, by Jim Masters. 1 page.
04 The Taxonomy of OEO and CSA Publications FINAL.docx
04 The Taxonomy of OEO and CSA Publications FINAL.pdf
Spreadsheet of file contents with document description, file name, and number of pages. 17 sheets.
05 Primary Doc List OEO-CSA Archive Table of Contents FINAL.xlsx
The Economic Opportunity Act of 1964
Overview of what is here, written by Jim Masters, Center for Community Futures. 1 page.
IA1-0 About the Economic Opportunity Act of 1964.pdf
IA1-0 About the Economic Opportunity Act of 1964.docx
LBJ declares a War on Poverty and describes 23 elements of the War. There were a wide range of strategies, including tax cuts, and improvements to be made in housing, health, education, training and employment among others. Three of the 23 were included in the Economic Opportunity Act of 1964. They were (1) coordination of strategies at the Federal (OEO) and state and local (community action) levels, (2) VISTA and (3) Neighborhood Youth Corps. 9 pages.
IA1-1 LBJ State of the Union Speech January 1964.pdf
IA1-1 LBJ State of the Union Speech January 1964.docx
Budget Bureau official William Cannon gives his version of the Task Force that ran from about February 1, 1964 to March 15, 1964 that drafted the Economic Opportunity Act. The Task Force consisted of top officials from several Federal agencies, and about 300 academics, civil rights advocates and others who were invited to submit ideas. Cannon gives his opinions about why strategies were included or excluded. He describes "the sausage being made." Cannon forgot that "the program of community action" was invented in the 1930s as an anti-juvenile-delinquency strategy by sociologists at the University of Chicago where Cannon was a fund raiser. 61 pages.
IA1-2 Budget Bureau official describes the Task Force.pdf
IA1-2 Budget Bureau official describes the Task Force.docx
The Economic Opportunity Act of 1964 established the U.S. Office of Economic Opportunity, including the Community Action Program, Job Corps, VISTA, and other provisions. 27 pages.
IA1-3 Economic Opportunity Act of 1964.pdf
IA1-3 Economic Opportunity Act of 1964.docx
Announces OEO grants of $12 million in Federal funds to organizations in "…nine states, 12 cities, six rural areas and an Indian Reservation." The grant recipients put up 10% in matching funds. Notably, there was funding for people to work as aides in schools and as supervisors for youth employment programs. These were later grouped under the heading "new careers for the poor" into which OEO invested heavily. 16 pages.
IA1-4 First press release announcing OEO grants November 1964.pdf
IA1-4 First press release announcing OEO grants November 1964.docx
Article written for the NASCSP newsletter describes the nine strategies that Congress added to the EOA as it was drafted or within a year or two after it passed in 1964, including: (a) Legal Services, (b) Head Start, (c) Federally subsidized family planning, (d) senior community service employment programs, (e) senior citizen food programs (became Title III of the OAA), (f) adult basic education, (g) Upward Bound, (h) Title VII Special Impact Programs that are now the Community Development Corporation network, and (i) community health centers. 3 pages.
IA1-5 The Evolution of the EOA.pdf
The Office of Inspection was an innovation Shriver brought with him from the Peace Corps. The purpose was to obtain swift, accurate analysis of what was happening in the administration of OEO program at the grass root level. About 100 reporters, lawyers, social scientists and other types of investigators were hired as consultants. The initial worries were about local politicians dominating the program and engaging in "pork barrel" funding or refusing to follow the new Civil Rights Act of 1964. Now, every Federal agency has an Office of Inspection to review the administration of the programs they manage. 11 pages.
IA1-6 Early history of the OEO Office of Inspection.pdf
Ideas from White House Officials (IA2)
Some of the names of the Directors of OEO and CSA are referenced in some of the documents in the rest of this section. 1/3 page.
IA2-1 Directors of OEO And CSA.pdf
IA2-1 Directors of OEO And CSA.docx
Some Senators objected to Sargent Shriver being both Director of the Peace Corps and the Office of Economic Opportunity. They lost. 6 pages.
IA2-2 OEO 1965 June 4 Senator Javits tries to prohibit Shriver from being Director both of OEO and Peace Corps.pdf
Director of the Bureau of the Budget (BoB before it became OMB) George Schultz, Chief of Staff Bill Moyers and LBJ's chief domestic aide Joseph Califano explore ways to reorganize OEO to (a) blunt Congressional criticism and (b) insulate LBJ from the flack. This approach did not happen. 9 pages.
IA2-3 OEO 1966 Jul 26 Schultz Moyers and Califano discuss reorganizing OEO.pdf
IA2-3 OEO 1966 Jul 26 Schultz Moyers and Califano discuss reorganizing OEO.docx
HEW Undersecretary Wilbur Cohen sent ideas through White House staffer Jim Gaither to Joseph Califano. Not adopted. 2 pages.
IA2-4 OEO 1967 Aug 8 Ideas to reorganize OEO from Wilbur Cohen to Califano.pdf
IA2-4 OEO 1967 Aug 8 Ideas to reorganize OEO from Wilbur Cohen to Califano.docx
White House Chief of Staff Bill Moyers and LBJ did not accept it. 5 pages.
IA2-5 OEO 1966 Dec 19 Shriver tries to resign from OEO Dec Moyers and LBJ do not accept it.pdf
IA2-5 OEO 1966 Dec 19 Shriver tries to resign from OEO Dec Moyers and LBJ do not accept it.docx
The Republican Opportunity Crusade was developed as an alternative to the War on Poverty in general and to the Office of Economic Opportunity in particular. 4 pages.
IA2-6 OEO 1967 Jan Republican Opportunity Crusade an Alternative to OEO.pdf
IA2-6 OEO 1967 Jan Republican Opportunity Crusade an Alternative to OEO.docx
This group of academics and other nationally know names published an annual report most years until 1981. It was very influential in describing the causes and conditions of poverty. 1 page.
IA2-7 OEO 1967 Mar 4 LBJ Appoints the National Advisory Council on Economic Opportunity.pdf
IA2-7 OEO 1967 Mar 4 LBJ Appoints the National Advisory Council on Economic Opportunity.docx
This was the first comprehensive report to Congress on OEO activity. It was in effect the first of the annual reports by the National Advisory Council . However this focused on OEO and the subsequent National Advisory Council reports looked at poverty through a broader lens. 3 pages.
IA2-8 OEO 1967 June 27 White House sends OEO Annual Report to Congress for 1966.pdf
IA2-8 OEO 1967 June 27 White House sends OEO Annual Report to Congress for 1966.docx
Shriver recognized that LBJ was losing interest in the War on Poverty in general and OEO in particular, so he solicited letters of support and sent them to LBJ. 10 pages.
IA2-9 OEO 1967 Aug 31 Shriver sends Letters of support to keep OEO to LBJ.pdf
IA2-9 OEO 1967 Aug 31 Shriver sends Letters of support to keep OEO to LBJ.docx
A government wide task force (Shriver was one member) consisting of most cabinet secretaries and a national advisory council of luminaries issued this report on rural poverty highlighting the people left behind. The recommendations were almost word-for-word what OEO was pursuing. 176 pages.
IA2-10 The People Left Behind. OEO 1967 Sep Report of the President's National Advisory Commission on Rural Poverty 176 pp.pdf
IA2-10 The People Left Behind. OEO 1967 Sep Report of the President's National Advisory Commission on Rural Poverty 176 pp.docx
The Citizens Crusade criticized the War on Poverty and the federal government, and Jim Gaither and Joe Califano responded. 5 pages.
IA2-11 OEO 1968 Mar 7 response to complaints from Citizens Crusade Against Poverty about LBJ.pdf
IA2-11 OEO 1968 Mar 7 response to complaints from Citizens Crusade Against Poverty about LBJ.docx
Fred Bohen replies to Joe Califano's request for an update on his views of the future of OEO in regards to potential transfer to HEW. 3 pages.
IA2-12 1968 May 6 Reorg Proposals Fred Bohen Domestic Policy Council to Califano.pdf
IA2-12 1968 May 6 Reorg Proposals Fred Bohen Domestic Policy Council to Califano.docx
The 1998 election is over, Nixon won. OEO Director Bert Harding briefs Federal cabinet level officials on the status of the War on Poverty and OEO and speculates on the philosophy and political dynamics of the program -- past and future. LBJ was scheduled during this "transition to the new administration" briefing to attend but did not appear. This document was issued by Harding. 22 pages.
IA2-13 OEO 1968 Nov 22 Acting Director Bert Harding Presentation to Cabinet.pdf
IA2-13 OEO 1968 Nov 22 Acting Director Bert Harding Presentation to Cabinet.docx
The National Advisory Council on Economic Opportunity's second annual report: Continuity and Change in Antipoverty Programs. March 1969. 56 and 46 pages.
IA2-14 OEO 1969 March. The Second Annual Report of the National Advisory Council.pdf 56 pages
IA2-14 OEO 1969 March. The Second Annual Report of the National Advisory Council.docx 46 pages
President Nixon and OEO Director Donald Rumsfeld announce the reorganization of OEO. Note the Special Assistant to Rumsfeld is Dick Cheney. These lists indicate the tentative reassignment of OEO headquarters personnel, but the boxes are starting to move: Head Start will spinoff to HEW, etc. The spinoffs are described in the official OEO issuances in section 1B. 82 and 81 pages.
IA2-15 OEO 1969 Sep 17 OEO reorganization announced by Rumsfeld and Nixon.pdf 81 pages
IA2-15 OEO 1969 Sep 17 OEO reorganization announced by Rumsfeld and Nixon.docx 82 pages
Nixon Proposal for reorganizing the Executive Branch. Feb 1971. The Ash Commission and the Domestic Policy Council come up with ways to reorganize the Executive Branch. The rationale then (and now) for change was the government is too big, too confusing, not serving citizens well, etc. Most of the Ash Commission recommendations were not implemented. Nixon proposed consolidating 129 Federal programs into six block grants. Three did pass Congress: SSBG, CDBG, both of which are still in existence, and CETA which had good public service employment programs and which Congress ended in 1982 by shifting to JTPA which essentially turned Federally funded employment and training programs over to private employers. At OEO, Jule Sugarman had a plaque on his wall that said, "If you can't think of any other way to solve a problem, reorganize to create the impression of progress." 24 and 20 pages.
IA2-16 OEO 1971 Feb 22 The Case for Executive Reorganization.pdf 24 pages
IA2-16 OEO 1971 Feb 22 The Case for Executive Reorganization.docx 20 pages
The opposing ticket in the 1972 Presidential election was McGovern-Shriver. Yes, Sarge Shriver was the VP candidate. President Nixon had also been opposed by most civil rights groups and social activists. Nixon had largely supported or at least left OEO alone in his first term, but the handwriting was on the wall. About 80 national organizations rallied to try to save OEO. In January 1973, Nixon sent in Howard Phillips to dismantle OEO and tried to impound the money Congress appropriated for OEO. This is covered in section IA3. 6 pages.
IA2-17 OEO 1971 Mar 19 Statement on the Future of OEO signed by other organizations .pdf
IA2-17 OEO 1971 Mar 19 Statement on the Future of OEO signed by other organizations .docx
The 1973 Court Case (IA3)
Brief summary of why Nixon appointed Howard Phillips as Acting Director at OEO. 0.5 pages each.
IA3-1 About the 1973 Court Case.pdf
IA3-1 About the 1973 Court Case.docx
Memo from Acting OEO Director Howard Phillips February 1, 1972 notifying all employees that authority to approve funding is withdrawn and reverts to the OEO Director. Notifies employees that no funds should be obligated to CAAs past June 30 of that year. This is the "heads up" that he is going to shut down the agency. 4 pages.
IA3-2 OEO Feb 1 1973 Howard Phillips memo ordering OEO to shut down Feb 1 1973.pdf
IA3-2 OEO Feb 1 1973 Howard Phillips memo ordering OEO to shut down Feb 1 1973.doc
Teletype to Regional Offices to close OEO by April 28. Mar 12, 1973. Howard Phillips provides additional detail about closing the OEO Regional Offices and conducting a "reduction in force" to lay off OEO employees. Some regional offices begin closing down, removing phones and furniture. Notifying CAAs of closing and instructing them to donate their furniture to other nonprofits. 2 pages.
IA3-3 OEO 1973 Mar 12 teletype Director Howard Philips to all OEO employees about shutting down OEO April 28.pdf
IA3-3 OEO 1973 Mar 12 teletype Director Howard Philips to all OEO employees about shutting down OEO April 28.docx
Lawsuit filed by CAAs and the OEO employee's union. March, 1973. Led by Charles Braithwait of West Central Missouri CAA and Bob Coard from ABCD Boston, five CAAs and the OEO union hire lawyers and file a lawsuit. The money to pay the lawyers was raised and managed by six Field Representatives from the Kansas City Regional Office and one CAA Director, E. C. Walker from St Joseph CAA. The lawsuit argued that the President could not refuse to spend money that had been appropriated by Congress, and that Howard Philips did not have the authority he was exercising because he had not been confirmed by the Senate. The exhibits attached to the lawsuit include the above documents or other versions of them that describe the intention to close OEO. 38 pages each.
IA3-4 Lawsuit as filed- West Central and others v Howard Phillips 26 Feb 73.pdf
IA3-4 Lawsuit as filed- West Central and others v Howard Phillips 26 Feb 73.doc
Ruling by Judge Jones, April 11, 1973. Judge Jones ruled that the President could not impound and refuse to spend money which Congress had appropriated for a specific purpose. In response, President Nixon persuaded Congress to pass the Congressional Budget and Impoundment Control Act of 1974. Ironically, a rider to this budgeting process was used by President Reagan in 1981 to repeal the Economic Opportunity Act of 1964 and close the U.S. Community Services Administration. Out of these ashes the Community Services Block Grant was born. Judge Jones also ruled that everything Mr. Phillips had done was null and void and Mr. Phillips was not an employee of OEO. He resigned April 20, 1973 when President Richard M. Nixon accepted the court's decision and said he would not try to impound further funding for Great Society programs.
IA3-5 Lawsuit with ruling by Judge Jones - West Central Missouri, v Phillips, 11 Apr 73 Order.pdf 45 pages
IA3-5 Lawsuit with ruling by Judge Jones - West Central Missouri, v Phillips, 11 Apr 73 Order.docx 48.1 pages
About the video produced by Central Missouri CAA in 2012. Charles McCann interviews Charlie Braithwait, Bob Coard, Wayne Thomas and others about the harrowing and arduous process of suing the President, and the personal and professional challenges of doing so.
IA3-6 Videos about the court case .pdf 0.3 page
IA3-6 Videos about the court case .doc 0.3 page
Memo to Al Haig recommending Phillips be hired. Aug 2, 1973. Nixon appointee Jerry Jones in the Office of Personnel Management recommended to White House Chief of Staff Al Haig that Howard Phillips be hired as a consultant for a few months to write a report about how to close an agency, and how to not go about closing an agency. As far as I can tell this did not happen. Phillips went on to form a political advocacy group.
IA3-7 OEO 1973 Aug 2 Memo to Al Haig recommending giving Howard Phillips a White House consultant job.pdf
IA3-7 OEO 1973 Aug 2 Memo to Al Haig recommending giving Howard Phillips a White House consultant job.doc