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18. June 1973. $19,500 from the American Revolution Bicentennial Commission to further develop program on American federalism Incorporated in American Federalism—Into the Third Century. 19. August 1973: $49,000 from the Department of Transportation, ederal Highway Administration, to study the potential for metropolitan transit agencies. In progress.

20. October 1973. $10,500 from the American Revolution Bicentennial Commission to develop outline for forums on American

federalism. Provided outline for American Federalism—Into the Third Century.

21. July 1974. $15,600 from the National Commission on Water Quality to develop model for fiscal forecasting of state and local governments. Project completed in August 1974. Working report only developed.

22. July 1974. $363,888 from the Department of Health, Education and Welfare to study the Federal Aid Process and its impact on State, substate and local governments. In progress.

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* For fiscal years 1970 and 1971. * For fiscal years 1968 and 1969. *For fiscal years 1969, 1970, and 1971. “For fiscal years 1973 and 1974.

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iFor fiscal years 1970 and 1971.

ATTACHMENT I

CONTRIBUTIONS TO ACIR FROM MISCELLANEOUS NONPROFIT

ORGANIZATIONS Fiscal year:

Amount 1967..

$825. 00 1968.

3, 713. 34 1969.

4, 835. 79 1970.

5, 447. 34 1971.

6, 092. 64 1972.

4, 872. 77 1973.

5, 945. 10 1974.

4, 389. 14

ATTACHMENT J

FOUNDATION GRANTS TO ADVISORY COMMISSION ON

INTERGOVERNMENTAL RELATIONS

1. October 1968. $25,000 grant from the Ford Foundation to prepare a

one volume presentation on all Commission findings and recommendations on urban problems. Title of report: Urban America

and the Federal System. Project completed: September 1969. 2. April 1969. $65,000 grant from the Ford Foundation for develop

ment of improved techniques for measuring State and local

government fiscal capacity and effort. 3. June 1970. $46,600 additional grant from the Ford Foundation to

complete "fiscal capacity” project. Title of report; Measuring the Fiscal Capacity and Ěffort of State and Local Areas. Project

completed: October 1970. 4. February 1971. $10,000 grant from McKinsey Foundation to ex

plore feasibility of comprehensive review of American federalism in conjunction with Bicentennial observances. ACIR portion of

project completed: September 1971. 5. May 1971. $18,000 grant from Ford Foundation for national con

ference on financing public schools. Conference held May 1971, Report titled Who Should Pay for Public Schools published November 1971.

6. November 1971. $102,000 grant from the Ford Foundation for study to develop improved criteria for measuring the financial condition of municipal governments and to explore methods of dealing with distress, situations. Project completed June 1973. Reprint titled City Finanial Emergencies.

ATTACHMENT K

SUMMARY OF ACTIONS TAKEN BY THE ADVISORY COMMISSION ON INTERGOVERNMENTAL RELATIONS

(All meetings in Washington, D.C., unless otherwise indicated)

- FIRST MEETING—DECEMBER 14, 1959

1. Received greetings from the Assistant to the President. 2. Discussed the general responsibilities charged to the Commission in its enabling statute.

SEcond MEETING—FEBRUARY 10, 1960

1. Appointed an Executive Director.
2. Decided that the real property tax should be studied.

THIRD MEETING—MAY 25, 1960

1. Adopted voting procedures whereunder members could send representatives to sessions they were unable to attend, such representatives having the right to participate in discussion but not the right to Vote. 2. Decided to complete a study of the estate tax, initiated earlier by the Federal-State Joint Action Committee. 3. Adopted a work program comprising following items in addition to estate and property taxes: (a) measures of fiscal capacity and tax effort; (b) cooperative tax administration; (c) investment of idle cash balances; (d) periodic Congressional review of grants-in-aid; (e) modification of Federal public health grants; (f) State restrictions on local government; (g) intergovernmental responsibilities for education beyond the high school; and (h) intergovernmental responsibilities for mass transportation. 4. Requested informational paperson (a) centrally collected, locall shared revenues; (b) equalization features of Federal ...}. and (c) nonproperty tax sources of local government revenue. 5. Agreed to explore question of improved statistical data for metropolitan areas as requested by the Committee for Economic Development. 6. Agreed upon a budget request of $250,000 for FY 1962.

FourTH MEETING—JANUARY 18–19, 1961

1. Adopted a Commission Report on “Coordination of State and Federal Inheritance, Estate and Gift Taxes.”

2. Adopted a Commission Report on “Investment of Idle Cash Balances by State and Local Governments.”

3. Adopted a Commission Report on “Modification of Federal Grants-in-Aid for Public Health Services.”

4. Gave preliminary consideration to a report on periodic Congressional review of Federal grants-in-aid.

5. Added the following items to the work program: (a) centrally collected locally shared revenues; (b) State and local taxation of private property on Federal areas; and (c) facilitation of metropolitan area planning and development by State and National governments.

6. Deleted from th' work program "education beyond the high school" and substituted Federal standards involved in public assistance grants.

7. Approved Second Annual Report.
8. Approved revised FY 1962 budget request of $420,000.

FIFTH MEETING-APRIL 27-28, 1961 1. Adopted Commission Report on "Governmental Structure, Organization, and Planning in Metropolitan Areas."

2. Adopted Commission Report on “Intergovernmental Responsibilities for Mass Transportation Facilities and Services in Metropolitan Areas.”

3. Gave preliminary consideration to a report on taxation of private property on Federal areas.

4. Approved a procedure for responding to requests of Congressional committees for comments on bills.

5. Appointed a Subcommittee to explore the issue of a Department of Urban Affairs.

Sixth MEETING—JUNE 15–16, 1961 1. Adopted Commission Report on “Periodic Congressional Reassessment of Federal Grants-in-Aid to State and Local Governments."

2. Adopted Commission Report on "State and Local Taxation of Privately owned Property Located on Federal Areas."

3. Adopted Commission Report on "Intergovernmental Cooperation in Tax Administration: Some Principles and Possibilities.

4. Approved a statement of the position of the Commission on a proposed Department of Urban Affairs.

5. Added the following items to the work program: (a) approaches to governmental reorganization in metropolitan areas; (b) land use in metropolitan areas; (c) water supply and sewage disposal in metropolitan areas.

6. Received an informational report on "Tax Overlapping in the United States, 1961."

SEVENTH MEETING—SEPTEMBER 14-15, 1961 1. Adopted Commission Report on "State Constitutional and Statutory Restrictions on Local Government Debt."

2. Adopted Commission Report on "Local Nonproperty Taxes and the Coordinating Role of the State.

EIGHTH MEETING-NOVEMBER 30-DECEMBER 1, 1961 1. Directed that work continue on intergovernmental problems in the field of public welfare.

2. Reviewed the work and accomplishments of the Commission over its first two years and did not suggest any marked change in the balance or direction of the Commission's reports.

3. Added the following items to the work program: (a) effect of tax, expenditure and debt practices on location .# industry and economic development; (b) role of equalization in Federal grant and other aid; (c) factors affecting voter approval of reorganization in metropolitan areas; (d) identification of regional vs. local functions in metropolitan areas; and (e) disposal of surplus Federal land holdings. 4. Deleted “land use in metropolitan areas” from the work program. 5. Approved the Third Annual Report.

NINTH MEETING—MAY 4–5, 1962

1. Expressed support for pending legislation regarding the use of F. lands for urban development and deleted “disposition of ederal public land holdings” from the work program. 2. Approved the publication of a Staff Report “Measures of State and Local Fiscal Capacity and Tax Effort.” 3. Approved an Information Report on “Factors Affecting Voter Reactions to Governmental Reorganization in Metropolitan Areas.” 4. Adopted a position on pending legislation to authorize a middecade census. 5. Considered a partial report on “Some Intergovernmental Problems in the Field of Public Welfare” and deferred the project until the impact of 1962 welfare amendments by the Congress could be assessed. 6. Added the following items to the work program: (a) intergovernmental aspects of racial and economic disparities between central cities, and suburbs; (b) jurisdictional disparities between costs and benefits of local government programs in o areas; (c) transferability of retirement rights among levels of government; and (d) State legislative apportionment.

TENTH MEETING—JUNE 28–29, 1962

1. Adopted a Commission Report on “Alternative Approaches to Governmental Reorganization in Metropolitan Areas.”

2. Approved an Information Report “Directory of Federal Statistics for Metropolitan Areas.”

3. Gave preliminary consideration to a report on State restrictions on the structure ...'. of local government.

ELEvenTH MEETING—October 10–11, 1962 (SEATTLE, WASHINGTON)

1. Adopted a Commission Report on “State Constitutional and Statutory Restrictions Upon the Structural, Functional, and Personnel Powers of Local Government.”

2. Adopted a Commission Report on “Intergovernmental Reolities for Water Supply and Sewage Disposal in Metropolitan Areas.”

3. Adopted a Commission Report on “State Constitutional and Statutory Restrictions on Local Taxing Powers,” thereby completing action on the general item in the original work program dealing with State restrictions on local government.

4. Gave preliminary consideration to a report on the apportionment of State Legislatures.

Twelfth MEETING—DECEMBER 13–14, 1962

1. Adopted a Commission Report on “Apportionment of State Legislatures”. 41–117–74—5

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