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
OEO 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 CAA’s, 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 CAA’s. 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 CAA’s.
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 CAA’s.
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 1960’s and 1970’s, 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 1970’s, 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 (LPA’s) 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
The Economic Opportunity Act of 1964
You might need a Google account to access the following files.
IA1-0 About the Economic Opportunity Act of 1964.pdf
IA1-0 About the Economic Opportunity Act of 1964.docx
IA1-1 LBJ State of the Union Speech January 1964.pdf
IA1-1 LBJ State of the Union Speech January 1964.docx
IA1-2 Budget Bureau official describes the Task Force.pdf
IA1-2 Budget Bureau official describes the Task Force.docx
IA1-3 Economic Opportunity Act of 1964.pdf
Ideas from White House Officials
IA2-1 Directors of OEO And CSA.pdf
IA2-1 Directors of OEO And CSA.docx
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
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
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
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
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
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
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
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