Guide to the Community Congress of San Diego Records
© Copyright 2007 Special Collections & University Archives. All rights reserved.
2007-12-06
5500 Campanile Dr. MC 8050
San Diego, CA, 92182-8050
URL: http://library.sdsu.edu/scua
Email: scref@rohan.sdsu.edu
Phone: 619-594-6791
Guide to the Community Congress of San Diego Records
1971/1979
Special Collections & University Archives
Overview of the Collection
Collection Title: Community Congress of San Diego Records
Dates: 1971-1979
Identification: MS-0093
Creator:
Community Congress of San Diego
Physical Description: 28.75 linear ft
Language of Materials:
English
Repository:
Special Collections & University Archives
5500 Campanile Dr. MC 8050
San Diego, CA, 92182-8050
URL: http://library.sdsu.edu/scua
Email: scref@rohan.sdsu.edu
Phone: 619-594-6791
Historical Note:
The Community Congress of San Diego was formed in July 1971 to provide a local voice for the distribution of social service
funds in San Diego County. It began as a coalition of social service "street" agencies and drug education organizations, and
represented an innovative trend in the coordination of social welfare services. Since its founding it has been involved with
some of the major social services in San Diego, ranging from job training to health care, including the Comprehensive Employment
Training Act (CETA), Regional Employment and Training Consortium (RETC), and the San Diego Five Project.
Access Terms
This collection is indexed under the following controlled access subject terms.
Genre/Form of Material:
Organizational Records
Title:
Social service -- California -- San Diego -- Citizen participation -- History -- 20th century -- So
Topical Term:
Community Congress of San Diego -- Archives
Public welfare -- California -- San Diego -- Finance -- History -- 20th century -- Sources
Social service -- California -- San Diego -- Finance -- History -- 20th century -- Sources
Administrative Information
Accruals:
1985, 1986
Conditions Governing Use:
The copyright interests in some of these materials have been transferred to or belong to San Diego State University. The nature
of historical archival and manuscript collections means that copyright status may be difficult or even impossible to determine.
Copyright resides with the creators of materials contained in the collection or their heirs. Requests for permission to publish
must be submitted to the Head of Special Collections, San Diego State University, Library and Information Access. When granted,
permission is given on behalf of Special Collections as the owner of the physical item and is not intended to include or imply
permission of the copyright holder(s), which must also be obtained in order to publish. Materials from our collections are
made available for use in research, teaching, and private study. The user must assume full responsibility for any use of the
materials, including but not limited to, infringement of copyright and publication rights of reproduced materials.
Conditions Governing Access:
This collection is open for research.
Preferred Citation:
Identification of item, folder title, box number, Community Congress of San Diego Records, Special Collections and University
Archives, Library and Information Access, San Diego State University.
Arrangement of Materials:
I. Administrative Records
1. Organization
2. Personnel Department Records
3. General Records
4. Print Shop Records
II. Subject Files
1. Committees and Task Forces
2. County and City Organizations
3. Miscellaneous
III. Programs
1. Revenue Sharing
2. Comprehensive Employment and Training Act (CETA)
3. San Diego V
4. Employment Development Department (EDD)
5. United Way
6. Health Systems Agency (HSA)
7. Miscellaneous Programs
IV. Ephemera
V. Financial Records
1. General Records
2. Office Records
3. Personnel Records
4. Funds and Programs
VI. 1986 Accession
Scope and Contents
The collection consists of organizational records, personnel records, meeting minutes, memo logs, correspondence, committee
records, program files, fiscal records, and miscellaneous materials.
Detailed List of Contents
Box 1, Folder 4
Internal Policies
Scope and Contents
a. General Purpose and Scope of Services
b. Structure
c. Policies and Procedures;
i. General
ii. Proposal Writing Procedures
iii. Elections Procedures
iv. Workers Compensation Policy 1975-1976
Box 1, Folder 5
External Policies
Scope and Contents
a. Letters of Support on Issues - September 1975 - April 1975
b. Jobs Protest 12/15/1975
c. Police Practices
i. Memo - September 1975
ii. Blank Complaint Forms
iii. Blank Petition Forms
iv. Security System Letter 09/20/1974
Personnel Department Records
Scope and Contents
(See also Series 5, Sub-series 3 - Personal Financial Records)
Box 1, Folder 2
Job Descriptions
Scope and Contents
5 Folders
Box 1, Folder 3
Job Descriptions and Resumes
Scope and Contents
2 Folders
Box 1, Folder 4
Resumes
Scope and Contents
3 Folders
Box 1, Folder 5
Job Interviews
January 1974
Box 1, Folder 6
Letters of Recomendation for Sandy Jamieson
Box 1, Folder 7
Terminations
February 1972 - November 1974
Box 1, Folder 8
Selective Service Information
February 1974 - September 1974
Box 1, Folder 9
Comendations
January 1974 - April 1974
Box 1, Folder 10
Grievance Committee Report
Box 1, Folder 11
Personal Committee Records
September 1973 - February 1974, November 1974
Box 1, Folder 12
Personal Evaluations
January 1976 - May 1976
Box 1, Folder 13
Blank Employment Applications
Box 1, Folder 15
Staff Timesheets
April 1974 - September 1977
Scope and Contents
1 Binder in Box 20
Box 1, Folder 1
Staff Meeting Minutes and Rosters
Scope and Contents
May 1972, May 1973, June 1973, September 1973
Box 1, Folder 2
Memos
1975-1977
Scope and Contents
3 Folders
Box 1, Folder 3
John Wedemeyer (Administrative Coordinator) Memo Logs
1976-1979
Scope and Contents
10 Binders in Boxes 15-18
Box 1, Folder 4
Products and Activities Statistics
Scope and Contents
September 1977, October 1977, March 1978
2 Folders
Box 1, Folder 5
John Wedemeyer Products Logs
October 1977-1979
Scope and Contents
7 Binders in Boxes 19-20
Box 1, Folder 6
Interim Report Update to Collection Analysis Project
1977
Box 1, Folder 7
Ballots to By-laws Vote
June 1974
Box 1, Folder 8
Ballots to Officer Election
December 4, 1974
Box 1, Folder 9
Blank check Request Forms
Box 1, Folder 11
Accounting Service brochures and Agreements
Box 1, Folder 12
Office Machine Brochures and Propaganda
Box 1, Folder 13
Office Correspondence (Part 1 of 3)
Scope and Contents
a. to IBM (International Business Machines)
b. to and from Anne Dosher (Chairwoman) - December 1971 - May 1972
c. Staff Correspondence - 1974
d. Coordinator Correspondence - 1972-1973
e. General Correspondence
i. 1971-1972
ii. 1973
iii. 1974 (4 Folders by Quarter)
iv. 1975 (4 Folders by Quarter)
v. 1976 (3 Folders for First 3 Quarters)
Box 2, Folder 2
Office Correspondence (Part 2 of 3)
Scope and Contents
v. 1976 (Last Quarter)
vi. 1977 (12 Folders by Month)
vii. 1978 (8 Folders by Month - January - August)
Box 3, Folder 1
General Correspondence (Part 3 of 3)
Scope and Contents
vii. 1978 (4 Folders by Month - September - December)
viii. 1979 (12 Folders by Month)
Box 3, Folder 1
General Records
April 1975 - August 1975
Box 3, Folder 2
Work Orders
April 1974 - December 1974
Box 3, Folder 4
Artwork
Scope and Contents
2 Folders
Committees and Task Forces
Box 3, Folder 1
Steering Council and Finance Committe Records
November 1971 - September 1975
Box 3, Folder 2
Agency Survival Task Force Minutes
June 1974
Box 3, Folder 3
Community Relations Task Force Minutes
April 1975 and May 1975
Box 3, Folder 4
Outreach Task Force Records
September 1974 and October 1974
Box 3, Folder 5
Management Team Minutes
September 1975
Box 3, Folder 6
Evaluation Task Force Report
January 1974
Box 3, Folder 7
Publications Task Force Minutes
October 1973 - March 1974
Scope and Contents
also: December 1973 issue of The Journal of Alternative Human Services
Box 3, Folder 8
Child Care Task Force Records
December 1973 - March 1974
Scope and Contents
also: Directory of Day Care Services for Children and BADWV Rag
Box 3, Folder 9
Drug Task Force Records
1974
Box 3, Folder 10
United Way Task Force Records
October 1973 - February 1974
Box 3, Folder 11
United Way Par Council Records
1973
Box 3, Folder 12
Human Care Services Task Force Records
October 1973 - March 1974
Box 3, Folder 13
Revenue Sharing Recipient Agency Committee Records
September 1973 - February 1974
Box 3, Folder 14
Substance Abuse Recipient Agency Committee Records
October 1973 - July 1975
Scope and Contents
(See also: County Department of Substance Abuse)
County and City Organizations
Box 4, Folder 1
County Orgaization Records
Scope and Contents
a. San Diego County Human Relations Commission Records - August 1974 - February 1975, and February 1977
b. County Department of Substance Abuse - May 1974 - March 1975
c. Children's Services Advisory Committee - August 19974 - December 1974
d. County Capitol Improvements Projects December 1973 - January 1974
e. County Budget - March 1974 - October 1974
f. Citizen Participation Application for County Boards, Commissions, and Committees
g. Technical Advisory Commission on Drug Abuse - January 1974 - September 1974
h. County Health Care Agency Advisory Board - July 1974 - March 1975
i. County Mental Health Advisory Board - March 1972 - December 1974
Box 4, Folder 2
City Organization Records
Scope and Contents
a. Action - January 1974 - March 1974
b. Mayor's Council on Youth Opportunity - February 1972 - October 1973
c. City Growth - September 1972 - August 1973
d. City Council Dockets - May 1973 - June 1973, and May 1974
Box 4, Folder 3
City and County News Clippings
September 1972 - December 1974
Scope and Contents
2 Folders
Box 4, Folder 1
Employment/Unemployment Symposium
January 1977
Box 4, Folder 2
Health Care Issues
May 1975 - February 1977
Box 4, Folder 3
Contract for Space with Aurora Associates
September 1978
Programs
Scope and Contents
(See also: Series 5, Sub-series 4 - Funds and Programs)
Box 4, Folder 1
Contract with Congress
1974-1975
Box 4, Folder 2
Contract with Council of Community Clinics
Box 4, Folder 4
Compliance Statistics
July 1974 - May 1976
Box 4, Folder 5
Correspondence to Revenue Sharing
1974-1975
Box 4, Folder 6
Human Care Service Policy Committee Meetings
July 1974 - December 1974
Scope and Contents
2 Folders
Box 4, Folder 7
Needs Assessment Workshop
March 1975
Box 4, Folder 8
Reports to Revenue Sharing Board
1974-1975
Box 4, Folder 9
Agency Financial Activity with Other Projects
1974
Box 4, Folder 10
Community Participation Forms
Comprehensive Employment Training Act (CETA)
Box 4, Folder 1
General Records
Scope and Contents
a. CETA Act
b. CETA Agreement
c. Department of Labor Rules and Regulations
d. CETA Description
e. Project Application - May 1977 - March 1978
f. New Careers in Human Services Manpower Proposal - 1974
g. Correspondence to Congress - March 1975 and June 1975
h. CETA Needs - 1975
i. Administrative Job Descriptions
j. Correspondence on Job Status - October 1975 - November 1975
k. Employment Articles - May 1975 and July 1975
l. Reports, Workshops, Rights and Obligations of Participants and Agencies - April 1975 - May 1975
m. Sponsoring Agencies Profiles - November 1974
n. Memos of Understanding between Agencies - February 1975
o. United Way CETA Program - 1973-1974
p. Correspondence with United Way - July 1976 - October 1976
Box 4, Folder 2
Regional Employment and Training Consortium (RETC)
Scope and Contents
a. Agency Signature Sheet - 1975
b. Operations Manual
c. Blank Participant Forms
d. Request for Proposals Process - 1975-1976
e. Policy Board - September 1974 - May 1975
f. Para-Professional Legal Resource Project - March 1977
g. Manpower Program Evaluation Committee - April 1974 - June 1974
h. Central Allowance Payment System
i. Occupation Rating System
Box 4, Folder 3
Title I (Training)
Scope and Contents
a. Proposal for CETA I - 1974-1975
b. CETA I Grant Application 1976
c. CETA I Contract
d. Title I Operators Contracs
Box 5, Folder 3
Title I (Training) - Continued
Scope and Contents
e. Training Packet
f. Training Program Descriptions
g. Planning Documents
h. Intake and Referral Process - 1974-1975
i. Forms and Procedures Summary - February 1975
j. Blank Client Transaction Forms
k. RETC (Regional Employment and Training Consortium) Questionnaire - May 1975
l. Title I Client Characteristics - February 1975-May 1975
m. Title I RETC (Regional Employment and Training Consortium) Program Operator's Minutes - January 1975 - June 1975
n. CETA (Comprehensive Employment Training Act) I Correspondence - July 1975 - November 1976
o. CETA (Comprehensive Employment Training Act) I Audit Correspondence - August 1976
p. 13 Clients' Files (13 Folders) - 1974-1975
Box 5, Folder 4
Title II Public Service Employment)
Scope and Contents
a. Contract - 1974-1975
b. Program Operations Handbook
c. Title II Process - August 1974
d. Title II Proposals - April 1974 and January 1975
e. Incoming Correspondence - November 1974, December 1974, September 1975
f. Outgoing Correspondence - November 1974
g. Title II Statistics - March 1976 - June 1976
h. Hiring Procedures - November 1974
i. County and City Placements Summary
j. Title II Job Descriptions (3 Folders)
Box 5, Folder 5
Title VI (Work Experience Projects)
Scope and Contents
a. Administrative Documents - January 1975, February 1975, June 1977, July 1977
b. Contracts - January 1975, April 1975
c. Proposals - January 1975 (2 Folders)
d. Work Products - December 1974
e. Blank Quarterly Status Report Forms
f. San Diego Regional Youth Employment Records - October 1974 - September 1975
g. Correspondence Ending Program - June 30, 1976
h. Closeout Papers to Titles II and VI - 1976-1977
San Diego V
Scope and Contents
(See also: Box 21)
Box 5, Folder 1
Recorded History Notebook
Box 5, Folder 4
Agendas and Minutes
August 1974 - July 1975
Box 5, Folder 5
Advisory Board Minutes
October 1974 - July 1975
Box 5, Folder 6
Rough Draft Training Packets
Scope and Contents
2 Folders
Box 5, Folder 7
Family Counseling Package
Box 5, Folder 8
Human Development Package
Box 5, Folder 10
Management Training and Data Collection Packages
Box 5, Folder 12
Training Reports
January 1975 - May 1975
Box 5, Folder 13
Monthly Reports
August 1974 - May 1975
Box 5, Folder 14
Service Statistics
October 1974 - June 1975
Box 5, Folder 15
Quarterly Training Statistics
October 1974 - March 1975
Box 5, Folder 16
Non-Residential Statistics
May 1975 - June 1975
Box 5, Folder 17
Indirect Service Training Series Evaluations
May 1975
Box 5, Folder 18
Individual Counseling, Training Evaluation
January 1975
Box 5, Folder 19
Blank Training Package Component Evaluation Form
Employment Development Department (EDD)
Box 5, Folder 1
EDD Contract
Scope and Contents
2 Folders
Box 5, Folder 2
Proposed Work Incentive Contract
Scope and Contents
2 Folders
Box 5, Folder 3
General Records
July 1975 - September 1975
Scope and Contents
2 Folders
Box 5, Folder 4
Fiscal Administration
August 1975
Box 6, Folder 5
Clinics Program
September 1975 - December 1975
Scope and Contents
2 Folders
Box 6, Folder 7
Seniors Program Evaluation Data
September 1975
Box 6, Folder 8
San Diego Transit Correspondence
September 4, 1975
Box 6, Folder 9
Community Health Workers Manual
1975
Box 6, Folder 10
Rough Draft of Health Syllabus
Box 6, Folder 11
Health Syllabus Recipient Sign-off Sheets
Box 6, Folder 13
Participant Evaluations
January 1976
Box 6, Folder 14
Supervisors Statements on Program
December 1975
Box 6, Folder 16
Payroll Report
September 1975 - October 1975
Box 6, Folder 17
Consultant Contracts
August 1975 - September 1975
Box 6, Folder 18
Completed Milage Forms
October 1975 - January 1976
Box 6, Folder 19
Blank General Information Forms
Box 6, Folder 24
29 Participant Files
August 1975 - December 1975
Scope and Contents
29 Folders
Box 6, Folder 1
Program Objectives
1975-1976
Box 6, Folder 2
General Records
January 1974 - March 1976
Box 6, Folder 3
Volunteer Bureau of San Diego General Records
May 1972 - September 1974
Box 6, Folder 4
Volunteer Bureau of San Diego Court Referral Program
Scope and Contents
2 Folders
Health Systems Agency (HSA)
Box 6, Folder 2
General Records
Scope and Contents
2 Folders
Box 6, Folder 5
Health Planning and Resources Development Act
September 7, 1974
Box 6, Folder 6
Statewide Health Planning Forum
February 6, 1977
Box 6, Folder 7
National Conference on Health Planning
Box 6, Folder 8
Public Accountability Commission Interview with Russ Lockeberg and Edna Kidwell
Box 6, Folder 9
Subarea Advisory Applications
December, 1976
Box 6, Folder 10
Applications for Governing Body
December, 1976
Box 6, Folder 11
Governing Body Records
March 1977 - April 1977
Box 6, Folder 12
Governing Board Records
March 1977
Box 6, Folder 13
Nominating Committee Records
April 1977, October 1977
Box 6, Folder 14
General Records
Scope and Contents
a. Up to and Including - October 1976
b. Filed by Month - November 1976-February 1977, April 1977-April 1978 (17 Folders)
Box 7, Folder 14
General Records
Scope and Contents
b. Filed by Month - May 1978-December 1978 (2 Folders for June) (9 Total Folders)
c. Labeled HSA (Health Systems Agency) of San Diego and Imperial Counties - January 1979-October 1979 (10 Folders)
Box 8, Folder 14
General Records
Scope and Contents
c. Labeled HSA (Health Systems Agency) of San Diego and Imperial Counties - November 1979-November 1980 (13 Folders)
Box 9, Folder 1
Training Program Proposal Prospective to NIMH (National Institute of Mental Health)
September 1974
Box 9, Folder 2
Senior Citizens Services
September 1974 - January 1975
Box 9, Folder 3
United Community Services Demonstration and Development Fund
January 1971 - August 1973
Box 9, Folder 4
Work Study: San Diego City College
July 1974 - July 1975
Box 9, Folder 5
Public Employment Program
December 1971 - June 1972
Box 9, Folder 6
Cost Analysis Program
February 1975
Box 9, Folder 7
Video Team Projects
July 1974 - June 1975
Box 9, Folder 8
Training Workshops
June 1976
Box 9, Folder 9
Title XX of Social Security Act - Juvenile Justice
October 1974 - November 1974
Box 9, Folder 10
Affirmative Action
September 1974 -September 1975
Box 9, Folder 11
Community Development and Education
January 1973
Box 9, Folder 12
Fund Raising Raffle
June 1976
Box 9, Folder 13
Alcoholism Projects
December 1974
Box 9, Folder 14
Strike Force Workshop
November 3, 1973
Scope and Contents
1 Binder on Drug Abuse, Venereal Disease, Dental Disease, Alcoholism
Box 9, Folder 1
Issues of the "Congressional Record" (Newsletter of Community Congress)
Scope and Contents
a. 1973
b. 1974 - July 1975
Box 10, Folder 1
Accounting System
Scope and Contents
a. Accounting Procedures
b. Accounting Information (2 Folders)
c. Amrico Contract - 1975
Box 10, Folder 2
Budgets
Scope and Contents
a. Fiscal Year 1973/1974 Budget Information
b. Fiscal Year 1974/1975 Budget Information (3 Folders)
c. Fiscal Year 1974/1975 Working Papers (2 Folders)
d. Finance, Management, Budget Component - 1976 (2 Folders)
e. United Way Budget for Fiscal Year 1975/1976
Box 10, Folder 3
Audits
Scope and Contents
a. Pre-Audit Papers Fiscal Year 1974/1975
b. Audit Working Papers Fiscal Year 1975/1976
c. Gilbert Vasquez and Company Audit Fiscal Year 1975/1976
d. Audit Bids - 1976
e. Gilbert Vasquez and Company System - June 1977
Box 10, Folder 4
Financial Reports, Balance Sheets, and Journal Ledgers
Scope and Contents
a. Financial Papers Fiscal Year 1973/1974
b. Balance Sheets - July 1974-December 1974
c. Financial Papers Fiscal Year 1974/1975
d. Financial Papers Fiscal Year 1975/1976
e. Balance Sheets - September 30, 1975-October 31, 1975
f. Financial Report 1973 (Binder)
g. Financial Report 1974 (Binder)
h. Monthly Financial Reports - July 1974-March 1975 (Binder)
i. Financial Reports from Amrico - June 1974 and February 1975
j. Distribution Report - March 1975
k. Financial Reports - September 1975-March 1976
Box 10, Folder 5
Accounts Receivable
Scope and Contents
a. Agency Membership Dues - March 1974
b. Record of Cash Received - February 1975 - June 1975
c. Income Receipts - 1973
d. Income Receipts - January 1974-May 1975 (17 Folders by Month)
Box 10, Folder 6
Accounts Payable
Scope and Contents
a. Loan Agreements with Member Agencies - 1974
b. Blank Loan Agreement Forms
c. Payable Receipts - 1973-1975 (2 Folders)
d. Accounts Payable Ledger Sheets Fiscal Year 1974/1975 (2 Folders)
e. Check Receipts - June 1975-August 1975 (4 Folders)
f. Cash Receipts and Disbursements - July 1975-December 1976
Box 11, Folder 6
Accounts Payable
Scope and Contents
g. Cash Disbursements Journal - December 1974-February 1975
h. Payment of Anne Dosher Consultant Fee - July 1975 and September 1975
Box 11, Folder 7
Miscellaneous Records
Scope and Contents
a. Unrealized Financial Plans - 1975-1978
b. Materials to be Reconciled - 1975
c. Miscellaneous Receipts - 1973-1975
Folder 1
Parking and Rent
Scope and Contents
a. Allright Parking Receipts - 1974-1975
b. Parking and Rent Papers - 1975
Folder 2
Postage Billing
Scope and Contents
a. Bulk Mailing Permit - 1973
b. Bulk Mailing Receipts - 1976-1977 (2 Folders)
c. Postage Meter Papers - 1975
d. Postage Logs and Billing - January 1975-September 1975
e. Postage Logs - October 1975-May 1976 (3 Folders)
f. Postage Logs Fiscal Year 1976/1977 (2 Folders)
g. Postage Logs - Journalized - July 1977-January 1978
h. Postage Logs
i. Individual Agency Postage Logs - 1975-1977
Folder 3
Phone Billing
Scope and Contents
a. Phone Logs - August 1975-May 1976
b. Phone Logs - June 1976-August 1976
c. Long-Distance Phone Log - April 1977
d. Individual and Agency Billings - 1975-1976
Folder 4
Supplies
Scope and Contents
a. Supply Receipts - 1974
b. Supply Requisition Logs - 1976-1977
c. San Diego Unified School District Surplus Goods and Auctions - March 1974-September 1974
d. Supply Bids - November 1975
Folder 5
Petty Cash
Scope and Contents
a. Petty Cash Receipts - 1973
b. Petty Cash Receipts - May 1976-June 1976
c. Petty Cash Audits - December 1975-August 1976
d. Petty Cash Log Book - December 1974-June1975
Folder 6
Office Machines
Scope and Contents
a. Xerox Billings - November 1974-January 1975 (4 Folders)
b. A.B. Dick and IBM (International Business Machines) Accounts Fiscal Year 1975/1976
c. Copier Logs - 1975-1977 (10 Folders)
d. Individual Agency Copier Logs - 1975-1976
Personnel Records
Scope and Contents
(See also: Series 1, Sub-series 2 - Personnel Department Records)
Box 11, Folder 1
Payroll
Scope and Contents
a. Time Accumulation Sheets - October 1975-March 1976
b. Time Sheets of People no longer on Payroll - 1976-1977
c. Payroll Spread Sheet Fiscal Year 1975/1976
d. Payroll Reconciliations - 1976/1977
e. Staff Payroll Sign-off Sheets - 1976/1977
f. Training Trainers Payroll Sign-off Sheets - 1976/1977
g. San Diego Regional Youth Employment Payroll Register - July 1976-August 1976
h."Automatic Data Processing" Payroll Computer Printouts - January 1976-June 1976
i. "Automatic Data Processing" Payroll Computer Printouts - January 1976-June 1976
Box 12, Folder 1
Payroll
Scope and Contents
j. "Automatic Data Processing" Payroll Computer Printouts - July 1976-December 1976
k. "Automatic Data Processing" Payroll Computer Printouts - January 1977-August 1977
l. "Automatic Data Processing" Payroll Information - Quarter Ending - June 30, 1977
m. "A.B. Dick" Pension Trust - December 1976
n. Unemployment Insurance Claims - October 1974-December 1977
Box 12, Folder 2
Income Tax Records
Scope and Contents
a. Payroll Tax Returns - 1972-1973
b. Payroll Tax Returns - 1974
c. W-2s - 1973
d. W-2s - 1975
e. W-2s - 1976
f. "Automatic Data Processing" W-2 Printout - 1976
Box 12, Folder 3
Kaiser Insurance Records
Scope and Contents
a. Kaiser Payment Records - 1973-1975 (3 Folders by Year)
b. Kaiser Payment Adjustments - 1974 and 1975 (2 Folders)
c. Kaiser Billing Logbook - January 1975-April 1976
d. Kaiser Bill Copies
e. Kaiser Billing - March 1975
f. Kaiser Billing - April 1975
g. Kaiser Billing - May 1975 and July 1975-October 1975
h. Kaiser Billing - November 1975-June 1977 (20 Folders by Month)
i. Kaiser - Agency Invoice Masters - ?-June 1977
j. Kaiser Deposit Record - August 1975-November 1977
k. Kaiser Health Plan Ledger - 1974-1975 (Binder)
Funds and Programs
Scope and Contents
(See also: Series 3 - Programs)
Box 12, Folder 1
General Fund
Scope and Contents
a. Bank Reconciliations - August 1975-June 1976 (All Bank Records are from the Mexican American National Bank except where
noted otherwise)
b. Deposit and Credit Memos - August 1975-May 1976
c. Deposit Record - May 1975-July 1975
d. Deposit Record - August 1975-November 1975
e. Deposit Record - December 1975-February 1976
f. Deposit Record - March 1976-June 1976
Box 13, Folder 1
General Fund
Scope and Contents
g. Sales Receipts - August 1975-June 1976
h. Check Receipts - August 1975-June 1976
i. Voided Checks - July 1977-June 1978
j. Voided Checks - June 1978-December 1978
Box 13, Folder 2
Print Shop
Scope and Contents
a. General
i. Price Lists of Congress and other Print Shops
ii. Balance Sheets 0 January 1975-June 1975
iii. Bank Reconciliations - August 1975-June 1976 (Southern California First National Bank)
iv. Bank Reconciliations - October 1975-June 1976
v. Check Receipts - October 1975-June 1976
vi. Deposit Records - October 1975-December 1975
vii. Sales Tax Returns - April 1973-April 1975
viii. Financial Report - September 8, 1975
b. Accounts Receivable
i. Work order Statements - 1973
ii. Billing - June 1974-October 1975
iii. Paid Invoices - September 1974
iv. Paid Invoices - October 1974
v. Internal Expenditures Fiscal Year 1973/1974
vi. Receivable Bills - 1974-1975 (11 Folders Alphabetically)
vii. Receivables Ledger Book - January 1975-September 1975
c. Accounts Payable
i. Ledger marked Pay for Don Simonds - March 1975-July 1975
ii. Supply Receipts - April 1973-February 1974
iii. Supply Receipts - February 1974-June 1974
Box 14, Folder 2
Print Shop
Scope and Contents
c. Accounts Payable
iv. Receipts from "Sunset Graphics" - 1973-1974
v. Accounts Payable Receipts - February 1974-February 1975
vi. Receipts to be Filed - 1975
vii. Receipts Payed from Cash - 1975
viii. Sales Receipts - August 1974-November 1974, August 1975, November 1975 (6 Folders by Month)
ix. Sales Receipts - 1974-1975 (6 Folders Filed Alphabetically)
Box 14, Folder 3
Revenue Sharing
Scope and Contents
a. Core Program
i. Allocations Statement
ii. Budgets - 1974-1976 and Closure Papers - April 1975
iii. Budgets and Worksheets - 1974-1975
iv. Budget Transfer - September 1975-June 1976
v. Claims - 1974-1975
vi. Claims - 1975-1976
vii. Deposit Receipts - August 1975-May 1975 (2 Folders)
viii. Debit Memos - August 1975-March 1976
ix. Bank Reconciliations - August 1975-June 1976
x. Check Receipts - August 1975-June 1976
xi. Receipts - June 1975, August 1975-June 1976
b. Council of Clinics
i. Budgets - July 1975-September 1975
ii. Claims - May 1975-September 1975
iii. Receipts - August 1975 and September 1975 (2 Folders by Month)
iv. Deposits - August 1975-December 1975
v. Check Receipts - August 1975-June 1976
Box 14, Folder 4
NIMH (National Institute for Mental Health)
Scope and Contents
a. Mental Health Training Grant Fund Transfer Form - April 1976
b. Budget Report - July 1975-June 1976
c. Claims for Advances - July 1975-June 1976
d. Bank Reconciliations - August 1975-June 1976
e. Deposits - July 1975-June 1977 (2 Folders)
f. Check Receipts - August 1975-June 1976
g. Invoices - September 1975-July 1976
h. Receipts - August 1975-June 1976 (11 Folders by Month)
i. Paycheck Receipt Logs
Box 15, Folder 5
CETA (Comprehensive Employment and Training Act)
Scope and Contents
a. General
i. RETC (Regional Employment and Training Consortium) Budget
ii. Inter Title Transfer Records - July 1977-June 1978
iii. Working Papers - December 1974-June 1976
iv. Balance Sheets - December 1974-May 1975
v. Deposits - August 1975-October 1975
vi. Check Receipts - September 1975-October 1975
vii. Equipment Receipts - August 1975-October 1975
viii. Receipts - July 1975-October 1975 (2 Folders)
ix. List of Missing Receipts - September 1974-June 1975
x. Claims - April 1976-April 1977
xi. Blank Claim Forms
xii. Employee Roster - April 1977
b. Title I
i. Financial Activities Reports - December 1974-October 1975
ii. Petty Cash Receipts - December 1974-May 1975
iii. Audit Correspondence - September 1976 and November 1976
c. Title II
i. Receipts and Documentation - July 1976-June 1977
ii. Miscellaneous Financial Papers - July 1976-June 1977
d. Title VI
i. Receipts and Documentation - March 1976-April 1977
ii. Completion Report of Expenditures - December 1976
Box 15, Folder 6
EDD (Employment Development Department)
Scope and Contents
a. Budget Papers
i. Working Papers - September 1975-January 1976
ii. Reimbursement Claim Forms - August 1975-January 1976
iii. Blank Claim Forms
iv. Blank Weekly Spending Report Forms
v. Experimental Split Between Two Programs for Jim Pool - August 1975-June 1976
vi. "Greyhound Payroll System" - September 1975-December 1975
vii. Miscellaneous Payroll Papers - August 1975-January 1976
b. Bank Papers
i. Bank Reconciliation - June 1976
ii. Deposits and Receipts of Funds - August 1975-December 1975
iii. Check Receipts - September 1975-September 1977 (3 Folders)
iv. Canceled Checks - December 1975-January 1976
c.Miscellaneous Receipts - August 1975-August 1977 (3 Folders)
Box 15, Folder 7
C/O (Congress Organization)
Scope and Contents
a. Bank Reconciliations - January 1976-June 1976
b. Deposit Record - January 1976-June 1976
c. Receipts - February 1976-August 1976 (2 Folders)
Box 15, Folder 8
The Advocates
Scope and Contents
a. Bank Statements - October 1974-February 1975 (Southern California First National Bank)
