Secretary Simon with Secretary of State Henry Kissinger
The briefing books series (Series IV) consists of the briefing materials compiled for Simon during his tenure at the Treasury. Most of the briefing books were produced in the years 1974-1976. The typical briefing book is an indexed compilation of materials focusing on a particular subject (such as the budget or energy) or event (such as trips abroad or congressional hearings). Materials include memoranda, correspondence, reports, papers, questions and answers, and data sheets. The briefing books series is arranged alphabetically by title. Related series include the subject files and speeches and writings.
A number of briefing books were prepared for Simon's appearances before congressional committees. These books include Simon's statements, background reports, questions and answers, and news releases. Simon provided important testimony to the House Banking, Currency, and Housing Committee. Briefing books for that committee's hearings deal with international financial matters including trade policy, the International Monetary Fund, and the Financial Support Fund, which was designed to lessen the impact of high oil prices on oil-importing countries. Energy issues are dealt with in the briefing books for the House Ways and Means Committee and the Interstate and Foreign Commerce Committee. In the Senate, the Banking, Housing, and Urban Affairs Committee hearings are documented in books on anti-bribery legislation, the Financial Support Fund, and international economic policy. Domestic issues are dealt with in books on the budget (Senate Budget Committee) and taxes (Senate Finance Committee). Finally, a variety of domestic and international issues are covered in the briefing books compiled for joint House and Senate committee hearings.
A variety of domestic issues, including the economy and taxes, are addressed in the briefing books. Books on the Economic Policy Board, the domestic economy, and long-term forecasts cover general economic issues. The government's concern with inflation is documented in briefing books on the Financial Conference on Inflation and the Inflation Impact Statement Program. Special government programs--including food stamps, revenue sharing, and Emergency Loan Guarantees--designed to mitigate the effects of the recession and inflation on individuals, municipalities, and corporations--are documented in the briefing books series. And books on the coal strike, gold, and questionable corporate payments abroad relate to Treasury involvement in other controversies. Tax reform is covered in books on basic tax reform, comprehensive income taxation, and tax reform. Finally, general tax matters, such as the effects of taxes on revenues and the energy industry, are examined in books on taxes and energy, tax review, capital and taxes, and questions and answers/taxes.
The Republican presidential election machinery generated a number of books for use during the 1976 campaign. Produced by the President Ford Committee, these books compare the candidates and address election issues. Included are a Carter quote book, a Ford presidency issues book, and President Ford and Republican National Committee fact books. Other books concerning Republican activities include those on the Republican National Convention, the Republican States Conference, and state caucus team meetings. The Campaign '76 books cover Simon's stumping activities on behalf of various Republican candidates.
International matters covered in the briefing books include the world economy, Simon's trips abroad, and international financial institutions. United States international economic policy is dealt with in books on international economic policy review, the East-West Trade Bureau, and the U.S.-Saudi and U.S.-Soviet economic cooperation councils. In addition, a book is devoted to the Murphy Commission, which examined the process of international policy making. Simon's trips abroad receive extensive treatment in the briefing books series. Among the briefing books prepared for Simon's diplomatic visits are those on Canada; Chile, Brazil, and Mexico; France, the Soviet Union, India, and Sri Lanka; the Middle East and Europe; and the Phillipines. Materials in these books include schedules, agendas, and background memoranda. Finally, the briefing books document Simon's involvement with international financial institutions. Books on the International Monetary Fund/World Bank annual meetings provide schedules and agendas as well as background material for the U.S. delegation. Additional books on the Internationasl Monetary Fund and the Committee of Twenty concern American efforts to reform international financial institutions. American participation in these institutions is examined in books relating to the Asian Development Bank and the Inter-American Development Bank.
The briefing books series further documents the importance of energy in the Simon years. Key areas of government policy are examined in books on energy meetings, energy issues, and the Energy Resources Council. Among the issues covered by these books are long-term energy policy, conservation, prices, and windfall profits. Additional briefing books on the 1975 Energy Policy and Conservation Act and on energy tax legislation document Treasury positions with regard to key pieces of legislation. Lastly, international aspects of the oil situation are scrutinized in books on OPEC and oil.
The questions and answers briefing books are just that: briefing material for Simon prepared in a question and answer format. These briefing books consist of short, focused questions on matters related to Treasury business and longer explanatory answers. A number of general questions and answers books, mostly from 1975-76, cover several areas at once. Among the topics included in these books are the domestic economy, taxes, energy, international financial issues, food, capital formation and investment, and financial institutions. Other briefing books examine particular subjects including taxes, revenue sharing, corporate integration, energy, and the budget.
A number of additional areas are covered in the briefing books series. Books on Canadian television, CBS, Meet the Press, and television questions and answers were prepared for Simon's television appearances. Similar books on speeches before the Economic Club of New York and the NAACP are included in the series. Briefing books also document Treasury participation in the Bicentennial celebration and in the writing of the 1976 State of the Union Message. In addition, some internal Treasury affairs are covered in the briefing books. Books on management by objectives focus on the Office of Management and Budget's plan to implement new management strategies. A book on Treasury officials provides photographs and biographies of Department officials during Simon's tenure as Deputy Secretary. Finally, the series includes several transition briefing books written in 1976 for the use of the incoming administration.
Drawer 28 Anglo-American Conference - Drug Law Enforcement Folders 1 Anglo-American Conference: 1975 (Jan.) 2 Asian Development Bank - Lending Activity: 1973 (Jan.1) 3 Austrian Chancellor Kreisky's Visit to Washington, D.C.: 1974 (Nov. 12) 4-5 Basic Tax Reform - Preliminary Report: 1976 (Dec.3) 6 Belgrade: 1976 (June 24) 7-8 Bicentennial - Treasury Participation: 1973 9 Bicentennial Youth Debates Awards Ceremony: 1976 (June 1) 10 Budget - "The Battle of the Budget": 1973 11 Budget Manual - Directives Manual System: 1976 (June 9) 12 California Trip - Schedules, Meetings: 1975 (Oct.21) 13-14 Campaign '76 - Appearances by Simon: 1976 (Sept.-Oct.) 15 Canada Visit: 1975 (Mar.11) 16 Canadian Television Interview: 1976 (Nov.4) 17 Capital and Taxes: 1975 (Sept.23) 18-19 Carter Quote Book: 1976 20 CBS Interview - Review of Nation's Energy Situation: 1976 (Dec.) 21 Chile, Brazil, and Mexico Visit: 1976 (May) 22 Coal Strike: 1974 (Nov.4) 23-24 Comprehensive Income Taxation - Brookings Conference - Papers: 1976 (Dec.10) 25 Consumer Federation of America: 1976 (Jan.22) 26-27 Consumer Issues: 1976 (Jan.15) 28-31 Debt Management: 1976 (Dec.30) 32 Democratic Research Organization - Testimony Before: 1976 (Apr.3) 33 "Developed Countries: Growth, Inflation, and Trade": 1975 (Oct.24) 34 Developed Countries - Growth, Inflation, and Trade Problems: 1975 (Mar.7) 35-36 Development Committee - Meeting: 1976 (Jan.9) 37-38 Development Committee - Meeting - Draft Briefing Book: 1976 (Jan.9) 39-40 Ditchley Conference on Problems Arising from Oil Surpluses: 1975 (Jan.31) 41 Domestic Economy: 1975 (July) 42-44 Domestic Economy: 1976 (Jan.-Feb.) 45 Domestic Economy: 1976 (Oct.1) 46 Domestic Policy - Public Forums - Tampa: 1975 (Oct.29) 47 Drug Law Enforcement - Cabinet Committee Meeting: 1976 (Sept.23) Drawer 29 East-West Trade Bureau - "Evaluation of Options..." Folders 1 East-West Trade Bureau - Department of Commerce - Summary Background Statements: 1973 (Mar.12) 2 Economic Club of New York - Domestic Economy Address: 1975 (Sept.23) 3-4 Economic Policies Relating to Low Income Groups: 1975 (June 4) 5 Economic Policy - Advisor's Submissions: 1974 (Aug.13) 6 Economic Policy Board: 1976 (Sept.) 7-8 Economic Policy Board - Executive Committee: 1974 (Dec.18) 9 Economic Policy Board - International Economic Issues: 1975 (Mar.21) 10 Economic Policy Board - Quarterly Domestic Economic Review: 1975 (July 14) 11 Economic Policy Recommendations - Pre-Summit Conference Meetings - Catalogue: 1974 (Sept.27) 12-13 Economic Policy Review and Options: 1975 (Mar.13) 14-15 Economic Policy Review Book: 1975 (Mar.11) 16-17 Emergency Loan Guarantee Board: 1976 (Sept.1) 18-19 Emergency Loan Guarantee Board - Meeting: 1975 (May 17) 20-21 Energy Issues and Miscellaneous Questions and Answers: 1975 (Feb.10) 22 Energy Meeting with President: 1974 (Dec.19) 23-24 Energy Policy and Conservation Act: 1975 (Dec.19) 25-26 Energy Resources Council - Federal Energy Management Multi-Year Action Plan: 1975 (Sept.5) 27-28 Energy Tax Legislation: 1975 (Jan.) 29-30 Europe - Visit to: 1976 (June 20) 31-32 "An Evaluation of Options of the U.S. Government in Dealing with the OPEC Cartel and Other Prospective Cartels": 1976 (Nov.10) Drawer 30 Federal Consolidated Financial Statements - Housing Issues Folders 1-3 Federal Consolidated Financial Statements - Advisory Committee - Report: 1976 (Dec.7) 4 Federal Financing Bank: 1974 (June 25) 5 Financial Conference on Inflation: 1975 (Sept.20) 6 Financial Institutions Act: 1974 (Nov.7) 7 Floating Nuclear Plant - Offshore Power Systems: 1973 8 Florida Trip - Speeches, Schedules, Meetings: 1976 (Feb.10) 9 Food Stamp Abuse and Fraud: 1976 (Aug.10) 10-11 Food Stamp Program: 1975 (Oct.18) 12-13 The Ford Presidency - Issues Book: 1976 14 Fourcade - Meetings with - Martinique: 1974 (Dec.15) 15-16 France, Soviet Union, India, Sri Lanka, Philippines - Visit to: 1975 (April) 17-19 General Facts on Energy: 1975 (Jan.) 20 Gold: 1974 (Dec.15) 21 Gold - Interview with Irving R. Levine: 1975 (Nov.10) 22 House Appropriations Committee - Statement: 1976 (Jan.27) 23 House Banking, Currency, and Housing Subcommittee on Economic Stabilization - Statement: 1975 (Oct.31) 24 House Banking, Currency, and Housing Subcommittee on International Finance - Statement: 1974 (Dec.3) 25-27 House Banking, Currency, and Housing Subcommittee on International Trade, Investment, and Monetary Policy - Financial Support Funds - Hearings: 1975 (Sept.18) 28 House Banking, Currency, and Housing Subcommittee on International Trade, Investment, and Monetary Policy - IMF Legislation - Testimony: 1976 (June 1) 29 House Banking, Currency, and Housing Subcommittee on International Trade, Investment, and Monetary Policy - Statement: 1975 (Sept.18) 30 House Budget Committee - Statement: 1975 (Feb.25) 31 House Government Operations Subcommittee on Commerce, Consumer, and Monetary Affairs - Internal Revenue Service Oversight Hearings: 1975 (May 14) 32 House International Relations Subcommittee on International Development Institutions and Finance - Inter-American Development Bank Replenishment - Statement: 1975 (July 15) 33-34 House Interstate and Foreign Commerce Subcommittee on Energy and Power - Statement: 1975 (Feb.17) 35 House Ways and Means Committee - Alternatives for Consideration in an Energy Program: 1975 (Mar.4-14) 36 House Ways and Means Committee - Tax Program for Increased National Taxing - Statement: 1975 (July 31) 37 House Ways and Means Committee - Testimony - Final Draft: 1975 (Jan.22) 38 Housing and Urban Development: 1974 (Nov.7) 39 "Housing in Perspective" - National Association of Home Builders: 1976 40 Housing Issues: 1974 (Nov.7) Drawer 32 Income Maintenance Program - International Monetary Fund Folders 1-2 Income Maintenance Program: 1974 (Nov.11) 3-4 Inflation Impact Statement Program - Evaluation: 1976 (Dec.7) 5 Inter-American Development Bank - Annual Meeting - U.S. Delegation: 1975 (May 19) 6 Inter-American Development Bank - Annual Meeting - U.S. Delegation: 1976 (May 17) 7 Inter-American Development Bank - Bilateral Issues: 1975 (May 19) 8-9 International Economic Policy Review: 1975 (May 2) 10-11 International Economic Summit - Puerto Rico: 1976 (June 27) 12-13 International Financial Institutions: 1973 (Mar.27) 14 International Financial Institutions - Blueprint for Action for Dealing with: 1973 (May 22) 15-16 International Investment and Taxation - Economic Policy Board Task Force - Report: 1976 (Dec.30) 17 International Monetary Fund: 1974 (Jan.14) 18 International Monetary Fund - Committee of Twenty: 1974 (June) 19 International Monetary Fund/World Bank - Annual Meetings - Biographical Profiles: 1975 (Sept.1) 20 International Monetary Fund/World Bank - Annual Meetings - Issues: 1974 (Sept.30) 21 International Monetary Fund/World Bank - Annual Meetings - U.S. Delegation: 1974 (Sept.30) 22 International Monetary Fund/World Bank - Annual Meetings - U.S. Delegation: 1975 (Sept.1) 23 International Monetary Fund/World Bank - Annual Meetings - U.S. Delegation: 1976 (Oct.4) 24-25 International Monetary Fund/World Bank - General Bilateral Briefing Book: 1975 (Sept.1) 26-28 International Monetary Fund/World Bank - General Bilateral Briefing Book - Major Countries: 1974 29-32 International Monetary Fund/World Bank - General Bilateral Briefing Book - Other Countries: 1974 Drawer 32 Joint Conference Committee - Philippines Folders 1 Joint Conference Committee - Foreign Income Proposals: 1975 (Mar.24) 2-3 Joint Economic Committee - Domestic Economy: 1975 (June 4) 4-6 Joint Economic Committee - Questions and Answers, Testimony: 1975 (Nov.21) 7 Joint Economic Committee and Senate Select Committee on Small Business: 1975 (Nov.21) 8-10 Joint Economic Subcommittee on International Economics - Testimony: 1975 (Mar.24) 11-12 "The Key to Increased Productivity" - Fred Rudge: 1976 (June 3) 13 "Long-Term Forecast; The Next Ten Years: Inflation, Recession, and Capital Shortage": 1975 (Aug.) 14 Management by Objectives - Fiscal Year 1975: 1974 (May 20) 15 Management by Objectives - Office of Management and Budget and In-House: 1973 16-17 "Meet the Press" - Questions and Answers: 1976 (Dec.19) 18-20 Middle East and Europe - Visit to: 1976 (Feb.26) 21 Minority Affairs - Speech for NAACP: 1975 22 Murphy Commission - Commission on the Organization of the Government for the Conduct of Foreign Policy: 1975 (Mar.26) 23 Murphy Commission - Commission on the Organization of the Government for the Conduct of Foreign Policy: 1975 (Mar.31) 24 National Commission on Supplies and Shortages: 1975 (Sept.16) 25-26 National Information Policy: 1976 (Sept.1) 27-29 Northern Tier Report - "Crude Supply Alternative for the Northern Tier States": 1976 (Aug.9) 30 Oil - International Situation: 1974 (Nov.16) 31 OPEC Data Book: 1976 (Feb.25) 32-33 Personnel - Presidential Appointees; Schedules Cs and Non-Career Executive Appointees (Excluding Secretaries below 65-9): 1974 (July 12) 34 Philippines - Visit - Briefing Book for Mrs. Simon: 1976 (Sept.29) Drawer 33 President Ford Committee - Questions and Answers Folders 1 President Ford Committee: 1975 (Dec.8) 2 President Ford Committee - Administrative Material: 1975 (Nov.21) 3 President Ford Committee - Florida: 1976 (Feb.9) 4 President Ford Committee - Florida - Caucus Team Briefing: 1976 (July 9) 5 President Ford Committee - Illinois: 1976 6 President Ford Committee - Kentucky - Caucus Team Briefing: 1976 (Aug.9) 7 President Ford Committee - Mississippi - Caucus Team Briefing: 1976 (Aug.9) 8 President Ford Committee - Ohio - Caucus Team Briefing: 1976 (July 20) 9 President Ford Committee - Virginia - Caucus Team Briefing: 1976 (Aug.9) 10-11 President Ford '76 Fact Book: 1976 (Oct.1) 12 President's Briefing Book - Key Questions: 1976 (Apr.3) 13 President's Briefing Book - Key Questions: 1975 (May 6) 14-15 President's Economic and Energy Proposals: 1975 (Jan.27) 16-17 Presidential Management Initiatives: 1976 (Oct.20) 18-19 Presidential Recordings and Materials Preservation Act: 1975 (Mar.19) 20-21 Public Forums on Domestic Policy - Report: 1975 (Dec. 29) 22-23 Questionable Corporate Payments Abroad - Cabinet Task Force: 1976 (Apr.12) 24 Questionable Corporate Payments Abroad - Meetings with President: 1976 (June 10) 25 Questions and Answers: 1974 (June 20) 26 Questions and Answers: 1975 (July 18) 27 Questions and Answers: 1975 (Aug.25) 28 Questions and Answers: 1975 (Aug.) 29 Questions and Answers: 1975 (Oct.28) 30 Questions and Answers: 1975 (Nov.12) 31 Questions and Answers: 1975 (Nov.) 32 Questions and Answers: 1976 (Jan.9) 33 Questions and Answers: 1976 (Jan.21) 34-38 Questions and Answers: 1976 (Aug.3) 39-43 Questions and Answers: 1976 (Aug.9) Drawer 34 Questions and Answers - Senate Commerce Committee Folders 1 Questions and Answers - Corporate Integration: 1975 (July 29) 2 Questions and Answers - Energy: 1975 (Feb.16) 3 Questions and Answers - Housing and Banking: 1974 (Nov.7) 4 Questions and Answers - Revenue Sharing 5 Questions and Answers - Taxes: 1975 (Jan.17) 6 Questions and Answers - Taxes: 1975 (Dec.9) 7 Questions and Answers - Taxes and Budget: 1975 (Dec.6) 8-9 Questions and Answers - Television Appearances: 1975 (Apr.3) 10 Rambouillet Summit: 1975 (Nov.14) 11-12 Republican National Committee - Campaign '74 Fact Book: 1974 (July 9) 13 Republican National Convention: 1976 (Aug.8-20) 14 Republican States Conference - Houston: 1976 15 Revenue Sharing: 1974 (May 31) 16-18 Revenue Sharing - Congressional Review and Independent Studies: 1975 (May 1) 19-20 Revenue Sharing - Meeting with Mayors: 1975 (July 10) 21 "The Role of Congress II" - Time Inc.: 1975 22 Romanian-U.S. Economic Council - Joint Executive Committee Meeting: 1976 (June 23-25) 23 Saudi Arabia - Prince Mohammed Al-Faisal - Visit by: 1976 (Oct.8) 24 Senate Banking, Housing, and Urban Affairs Committee - Anti-Bribery Bill (5.3133) - Hearings: 1976 (Apr.8) 25-26 Senate Banking, Housing, and Urban Affairs Committee - Financial Support Fund - Testimony: 1976 (June 4) 27-28 Senate Banking, Housing, and Urban Affairs Committee - Lockheed - Testimony: 1975 (Aug.25) 29-30 Senate Banking, Housing, and Urban Affairs Subcommittee on International Finance - International Economic Policy Act (S.1262) - Hearings: 1975 (July 18) 31-33 Senate Budget Committee - Annual Budget Review: 1975 (Mar.17) 34-35 Senate Budget Committee - Hearings: 1974 (Dec.17) 36 Senate Commerce Subcommittee on Aviation - Testimony: 1976 (Apr.7) Drawer 35 Senate Finance Committee - State of the Union Message Folders 1 Senate Finance Committee - Additional Information and Question and Answers 2 Senate Finance Committee - Financial Questions and Answers: 1975 (Dec.8) 3-5 Senate Finance Committee - Hearings: 1976 (Jan.29) 6-7 Senate Finance Committee - Key Issues: 1976 (Apr.13) 8 Senate Finance Committee - Tax Legislation - Statement: 1975 (Dec.9) 9-15 Senate Finance Committee - Tax Reform Hearings - Testimony: 1976 (Mar.17) 16-17 Senate Finance Subcommittee on Financial Markets - Testimony: 1975 (Jan.30) 18 Senate Foreign Relations Committee: 1975 (Oct.22) 19-20 Senate Foreign Relations Committee - Financial Support Fund - Hearings: 1976 (Mar.26) 21 Senate Foreign Relations Committee - Financial Support Fund - Testimony: 1976 (Mar.26) 22 Small Business Advisory Committee: 1976 (Dec.3) 23 Snake River Dams: 1975 (Aug.26) 24 Snake River Dams - Middle Snake River Project: 1975 (Sept.4) 25-27 State and Local Government Fiscal and Financial Affairs: 1976 (Feb.23) 28-30 State of the Union Message: 1975 (Dec.22) Drawer 36 Tax Measures for Capital Formation - Young Republicans Leadership Conference Folders 1 Tax Measures for Capital Formation: 1975 (July 17) 2 Tax Policy Options: 1976 (Dec.3) 3 Tax Proposals: 1973 (Apr.25) 4 Tax Proposals: 1976 (Jan.15) 5 Tax Reform: 1975 (July 3) 6 Tax Review: 1976 (Oct.18) 7-8 Taxes and Energy, State of the Union Message: 1975 (Feb.27) 9-12 Transition Briefing Materials: 1976 (Dec.) 13-14 Treasury Appropriation Request to Congress: 1976 (Feb.24) 15-19 Treasury Officials - Photographs, Biographies, Speeches: 1972 (Mar.) 20-24 Treasury Transition Reports: 1976 (Nov.) 25 United States-Saudia Arabian Joint Commission on Economic Cooperation: 1975 (Feb.) 26-27 United States-Saudi Arabian Joint Commission on Economic Cooperation: 1976 (Feb.28) 28-30 U.S.-U.S.S.R. Trade and Economic Council, Inc. - Meeting: 1976 (Nov.29) 31 Welfare Reform: 1974 32 World Bank: 1973 (Mar.6) 33 Young Republicans Leadership Conference: 1976 (Jan.30)
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