EFFECTIVE REPORTING SYSTEMS

Document Type: 
Collection: 
Document Number (FOIA) /ESDN (CREST): 
CIA-RDP74-00390R000300160012-5
Release Decision: 
RIFPUB
Original Classification: 
K
Document Page Count: 
11
Document Creation Date: 
December 12, 2016
Document Release Date: 
January 9, 2002
Sequence Number: 
12
Case Number: 
Publication Date: 
December 2, 1970
Content Type: 
REQ
File: 
AttachmentSize
PDF icon CIA-RDP74-00390R000300160012-5.pdf2.56 MB
Body: 
Approved. ort/1/~ R3900k02: ~b (niti at a a hives r Record? ~ Approved For Release 2002/01/25 : CIA-RDP74-0039OR000300160012-5 SESSION ONE: TUESDAY MORNING /l,troductions Dr. James B. Rhoads Archivist of the United States Hon. Robert L. Kunzig Administrator of General Services Hon. Larry A. Jobe Assistant Secretary for Administration Department of Commerce v ae ms: Keynote Address (To Be Announced) trial R ~luirements in a R#_'pcrtinr S~ Fte=, Mr. John T. Garrity McKinsey & Company, Inc. `_SiON TWO: TUESDAY AFTERNOON cizrn( g.4 gainst Management Objectives Mr. Thomas S. Johnson Chemical Bank of New York Study- (Tr) Be Announced) Department of Housing and Urban Development S'1'siems Approach in Reports Management Mr. Max Garchik Federal Aviation Administration 1'> "l ech :que.c and Reports Presentation EN eret 0. Alldredge Reporting Systems Management in Data S-1,sie;l! Development Commander Jan S. Prokop Department of Defense Case Study-Extension Service Story Dr. Edgar A. Reeves, Jr. Department of Agriculture sienina Pric?ritier try ,tf rr: ~;~w Systems Mr. Alan L. Weiser Vitro Laboratories V., Study-I' A K Pi otec Edwin Deckard Office of Management and Budget I'aiue Analysis in Reporting Systems Mr. A. J. Dell'isola Louis C. Kin~gscott & Associt Caw Study--The Bureau of CUstow Mr. Edward M. Ellis Department of the Treasury Car Study--Savings in Public Re, Mr. Anthony J. Ossi Maritime Administration # ''t''uatlon # f ~['eporting S'S,enis Robert S. Cochran Departm.enr of the A,,TpN' Approved For Release 2002/01/25 : CIA-RDP74-0039OR000300160012-5 Approved For Release 2002/ 5,. , IA-RDP74-0,0 90RtY O I 1 60012 REGISTRATION APPLICATION Please use a separate form for each applicant AGENCY MAIL STOP NUMBER AGENCY MAILING ADDRESS TELEPHONE Code Extension APPLICANT'S NAME TITLE AND GRADE Approved For Release 2002/01/25 : CIA-RDP74-003 Approved For Release 2002/01/25 : CIA-RDP74-0039OR000300160012-5 George W. Bergquist William R. Berry Dwight A. Ink Hon. Larry A. Jobe Ward Elliott GENERAL SERVICES ADMINISTRATIW NATIONAL ARCHIVES AND RECORDS SERVIC'_ WASHINGTON, D.C. 20408 OFFICIAL BUSINESS PENALTY FOR PRIVATE USE, $300 Department of Defense (Department of Health. Education and Welfare Office of Management and Budget Department of Commerce Department of Housing and Urban Development GENERAL SERVICES ADMINISTRATION*. POSTAGE & FEES PAID GENERAL SERVICES ADMINISTRATION Osmond Newgard, Symposium Coordinator General Services Administration National Archives and Records Service (NRP) Washington, D. C. 20408 Approved For Release 2002/01/25 : CIA-RDP74-0039OR000300160012-5 Approved Fov%Release 2002/01/25 : CIA-RDP74-0039Ait000300160012-5 PREPARATION OF THE AGENCY STATEMENT OF EXPECTED SAVINGS, DUE SEPTEMBER 30, 1970, AS REQUIRED BY THE GOVERNMENT-WIDE STUDY TO IMPROVE FEDERAL REPORTING AND REDUCE RELATED PAPERWORK 1. Agencies participating in the study will use the format set forth as Exhibit I of BOB Circular No. A-44, Revised. September 30, 1970 SUBMITTAL ON GOVERNMENT-WIDE STUDY TO IMPROVE FEDERAL REPORTING AND REDUCE RELATED PAPERWORK REPORTING CATEGORY 13ASE PERIOD (AS OF 1-1-70) Public Reporting: Number of Reports - 300 15 Cost of Reporting 1,700,000 85,000 (manhours) (manhours) Interagency Reporting: Number of Reports _ 25 3 Cost of Reporting $7000 3 500 internal Reporting: Number of Reports 1500 Cost of Reporting $65,000,000 2. Savings goals will reflect anticipated cost reductions in man-hours or dollars, as outlined in BOB Circular No. A-44 Revised, Paragraph 4b. Approved For Release 2002/01/25 : CIA-RDP74-0039OR000300160012-5 Approved For Release 2002/01/25 : CIA-RDP74-00390R000300160012-5 3. Performance and savings goals in public reporting requirements will be expressed as man-hours expended by the public in completing administrative forms and inquiries covered by the Federal Reports Act. All such forms and inquiries not classified "statistical", in the OMB semi-annual listing of approved reports, will be considered "administrative. " To determine public man-hour reporting requirements agencies may: (a) Refer to existing documentation such as attachments to Standard Form No. 83, "Request for and Notice of BOB Clearance Action. " (b) Survey or sample man-hour costs by report and type of respondents. (c Assign man-hour estimates for the completion of elemental parts of each report, time the number of respondents, times the annual submission frequency. (d) Combine any or all of the above methods or utilize other sources of information. 4. Performance and savings goals in interagency reporting will be expressed as dollar evaluations of the cost of reporting required of one agency by another.. Anticipated savings in interagency reporting will be determined by requiring agencies but will, reflect reporting costs sustained by responding agencies only. To determine dollar evaluations of interagency reporting costs agencies may: Refer to existing documentation which may be available within the requiring and/or the responding agency. (b) Use a report costing formula or method taking into account gathering and preparation man-hours, man-hour costs at the various levels concerned, machine costs. printing costs and any other significant costs. Approved For Release 2002/01/25 : CIA-RDP74-00390R000300160012-5 Approved For lkelease 2002/01/25 : CIA-RDP74-0039@R000300160012-5 5. Performance and savings goals in internal reporting will be expressed as dollar evaluations of the cost of "significant" internal reports and reporting systems, as defined in Attachment A to Transmittal Memorandum No. 1, BOB Circular No. A-44 Revised. Agencies which do not have a comprehensive reports control program must precede any efforts at costing with an identification and measure- ment of the scope of their existing internal reporting systems. In determining costs of internal reporting systems, man-hour costs associated with information gathering and reports preparation and utilization, in addition to machine time, printing costs, distribution costs and any other significant costs must be taken into consideration. 6. Projected man-hour and dollar savings goals identified by agencies in the attachment to the annual management improvement report due September 30, 1970, are subject to the savings goals requirements set forth in BOB Circular A-44 Revised. Actual savings achieved, to be reported by agencies in the attachment to the annual management improvement report due September 30, 1971, are subject to the savings validation requirements also set forth in BOB Circular A-44 Revised. Most agency total dollar savings goals will approximate or exceed the following: Agency budget x $200, 000, 000 Federal budget Nature of mission particularly in the case of some of the smaller agencies, may require some departure from the above formula. In any event, man-hour and savings goals and savings accomplishments will be reviewed by OMB budget examiners for consistency with overall goals. Both the projected dollar savings goals and the dollar savings actually achieved may become factors in subsequent Agency budget preparation and approval. Approved For Release 2002/01/25 : CIA-RDP74-00390R000300160012-5 A-ft Approved For Release 2002/01/25 : CIA-RDP74-0039OR000300160012-5 To assist agencies in meeting their goals for September 30, 1971, General Services Administration offers the following assistance: A handbook entitled Reports Management will be available in September 1970. The contents of this handbook will include the role of reports management, relation of management reports to the information universe, designing management reporting systems, developing reports directives and forms, cost of reporting, the reports control program and regulations on reports. This is one of a series of handbooks available on paperwork subjects. . . . A two hour seminar for program managers will be available in October 1970. Entitled "Improving Federal Reports", this seminar includes orientation on the Government-wide Study to Improve Federal Reporting and Reduce Related Paperwork and the methodology of how to conduct the study. . . . Workshops are available on a variety of paperwork subjects. Those which may be useful in carrying out this study include: Modernizing Management Reports Information Systems Design Mechanizing Paperwork Systems Source Data Automation Forms Analysis and Design Office Information Retrieval . . . Consultation. Analysts from National Archives and Records Service, GSA are available to advise agencies on how to meet both the September 30, 1970 and the September 30, 1971 requirements of the study. Services of these analysts can be obtained by telephoning 395 (IDS 103) - 5710. Approved For Release 2002/01/25 : CIA-RDP74-0039OR000300160012-5 Approved Fotelease 2002/01/25 : CIA-RDP74-0900 300160012-5 Weekly Compilation of TIAI, GUM ENTS Monday, August io, 1970 Volume 6 ? Number 3 2 Pages 1013-1039 Approved For Release 2002/01/25 : CIA-RDP74-0039OR000300160012-5 Approved Fo?elease 2002/01/25 : CIA-RDP74-003tsa6 :%bfi 6fi-RESIDENTIAL DOCUMENTS Buzhardt, 46, most recently has been Special Assistant to the Chairman of the Blue Ribbon Defense Panel from June 30, 1969, to June 30, 1970. Previously he served as Special Assistant to the Assistant Secretary of Defense for Administration. A native of South Carolina, Buzhardt received his B.S. degree in military engineering from the United States Military Academy, West Point, in 1946. He earned his LL.B. from the University of South Carolina in 1952. Buzhardt practiced law in McCormick, South Carolina, from 1952-58. From 1958-66 he served on the staff of Senator Strom Thurmond. He resumed his private law practice in 1966 and maintained his general practice until he joined the Defense Department early last year. Buzhardt is married to the former Imogene Sanders. The Buzhardts have four children and reside in Fairfax, Va. Federal Reporting and Paperwork The President's Memorandum to Heads of Departments and Agencies. August 5, 1970 MEMORANDUM FOR THE HEADS OF DEPARTMENTS AND AGENCIES Subject: Improving Federal Reporting and Reducing Re- lated Paperwork Since my inauguration, I have repeatedly stressed the need to streamline the management activities of the exec- utive branch. As an important part of this effort, I am requesting all agencies and departments to participate in a Government-wide project to analyze paperwork re- quirements and discard those reports that fail to meet rigorous standards of need. In addition, we must examine our information control system and develop efficient al- ternatives to traditional reporting methods. 11 F have 'therefore established two goals 1971: (1) for fiscal year North Carolina State Advisory Committee on Public Education Announcement of Formation and Membership. August 5, 1970 The Cabinet Committee on Education today an- nounced the formation of the North Carolina State Ad- visory Committee on Public Education. The 28-member group of educators and community leaders will work to help North Carolina schools complete the transition from a dual to a unitary system while maintaining quality education. Working in cooperation with the Cabinet Committee and its staff, they will seek to provide the local leadership which is essential if compliance with the law on school desegregation is to occur peacefully and without disruption of the educational process. The North Carolina Committee is the third State Com- mittee organized by the Cabinet Committee. The first, Mississippi, and the second, South Carolina, are already working in their respective States. Committees have been formed in Georgia, Arkansas, and Alabama and will be announced soon. Committees are being formed in Florida and Louisiana. - . The following North Carolinians comprise the State Advisory Committee : ARCHIE K. DAVIS, Chairman; chairman, Wachovia Bank & Trust Company; former president, American Bankers Association DR. HUBERT EATON, Vice Chairman; surgeon, Wilmington, N.C. WILBUR HOBBY, president, North Carolina AFL-CIO Tom FINCH, president, Thomasville Furniture Industries; senior vice president & member of board of directors, Armstrong Cork Company; former member local school board HARVEY BEECH, Kinston attorney; area attorney NAACP Legal Defense Fund, Inc.; immediate past president, Kinston School Board Y. H. ALLEN, superintendent of schools, Lumberton, N.C. J. MARSE GRANT, editor, Carolina Biblical Recorder, Raleigh; former president of the Southern Baptist Editors Association DR. W. H. PLEMMONS, president emeritus, Appalachian State Uni- versity, Boone; member of the North Carolina Historical Society JAMES OLLIS, director, student activities, St. Andrews College, Laurinburg; immediate past president, North Carolina Jaycees; national vice president, Jaycees MRS. C. H. DAWSON, president, North Carolina League of Women V oters A reduction of five million man-hours in the time MRS. CARLTON.G. WATKINS, president, PTA of North Carolina expended by the public in filling out administrative SHEARON HARRIS, president, Carolina Power and Light Com- forms and inquiries under the Federal Reports pany; chairman, board of trustees of Meredith College, Ra- leigh; director of North Carolina Educational Council on Nati l P di N h C li ona urposes; rector, ort aro na Foundation of (2) A reduction of 200 million dollars in executive Church-Related Colleges branch funds expended for reporting and related ARTHUR TYLER, chairman emeritus, Belk Stores; president emeritus, paperwork. Belk Tyler & Company; one of the founders" of Wesleyan College The Office of Management and Budget has issued in- JOHN STICKLEY, SR., chairman of the board, John L. Stickley Com- structions to you implementing this project. Mr. Kunzig, pany, Inc.; former president, Lions International DR. MARION THORPE, president, Elizabeth City State University; Administrator, General Services Administration, will 'as- president-elect, North Carolina Association of Colleges and sume the lead in coordinating this project. Universities WILLIAM JONES, president, Boren Clay Products Company; member, I expect all of you to give this effort your full support State Vocational Education Advisory Committee and to report y`Npp" 9WgIobVFWfetft@i2fm'2fb4/2W: CIA4iR?i 4c00300R00 00l160012.siool board; professor, of fiscal year 1971. North Carolina Central State University, Durham SAMUEL BURFORD, principal, T. Wingate Andrews High School, RICHARD NIXON High Point vme Approved For Release 2002/01/25 : CIA-RDP74-00390R000300160012-5 r ixo'a yes y .federal agencies t'o aim at $200 million reduction in their paper work costs during fiscal year 1971 and a 5 million man-hour tax forms. N' erd - directed all Nixon Orders Drive to Cut Paper Work President Nixon's new Office of Management and Budget has found that the executive branch spends about $4 billion a year on reports and related paper work, and that the public spends about 100 million man hours filling out federal forms each year, not including the income reduction of time spent in fill- ing out federal forms. Dwight Ink, assistant director of the new office, said the ad- ministration has undertaken the most ambitious effort ever to streamline forms and cut down on duplication of reported information. In the area of public health, for example, nine different pro- grams have been consolidated into one reporting procedure, Ink said, At the same briefing yester- clay, While House Press Secre- tary Ronald Ziegler noted the Justice Department hopes to end its special procedure for at- torneys there vlio are required to fill out a schedule, in 12- mitaute segments, of how they spent their work day. Approved For Release 2002/01/25 : CIA-RDP74-0039OR000300160012-5