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OMB Director Nominee Bolten's Responses to Senate Governmental Affairs Committee

JUN. 25, 2003

OMB Director Nominee Bolten's Responses to Senate Governmental Affairs Committee

DATED JUN. 25, 2003
DOCUMENT ATTRIBUTES
  • Authors
    Bolten, Joshua Brewster
  • Subject Area/Tax Topics
  • Jurisdictions
  • Language
    English
  • Tax Analysts Document Number
    Doc 2003-15296 (8 original pages)
  • Tax Analysts Electronic Citation
    2003 TNT 123-55

 

BIOGRAPHICAL AND FINANCIAL INFORMATION REQUESTED OF NOMINEES

 

 

A. BIOGRAPHICAL INFORMATION

 

 

1. Name: (Include any former names used.)

Joshua Brewster Bolten

2. Position to which nominated:

Director, Office of Management and Budget

3. Date of nomination:

June 3, 2003

4. Address: (List current place of residence and office addresses.)

 

Office:

 

The White House

 

West Wing, 1st Floor

 

Washington, DC 20500

 

5. Date and place of birth:

8/16/54, Washington, DC

6. Marital status: (Include maiden name of wife or husband's name.)

Single

7. Names and ages of children:

N/A

8. Education: List secondary and higher education institutions, dates attended, degree received and date degree granted.

 

St. Albans School, 9/68 - 6/72

 

Princeton University, 9/72 - 6/76, BA

 

Stanford Law School, 9/77 - 6/80, JD

 

9. Employment record: List all jobs held since college, including the title or description of job, name of employer, location of work, and dates of employment. (Please use separate attachment, if necessary.)

See Attached.

10. Government experience: List any advisory, consultative, honorary or other part-time service or positions with federal, State, or local governments, other than those listed above.

N/A

11. Business relationships: List all positions currently or formerly held as an officer, director, trustee, partner, proprietor, agent, representative, or consultant of any corporation, company, firm, partnership, or other business enterprise, educational or other institution.

 

Director, Eisenhower World Affairs Institute

 

('92 - '01)

 

 

Director, Skyline Balloons Ltd

 

('97 - '99)

 

 

Member, Board of Governors, St. Albans School

 

('01 - present)

 

12. Memberships: List all memberships and offices currently or formerly held in professional, business, fraternal, scholarly, civic, public, charitable and other organizations.

 

Former Member:

 

DC Bar Association, American Bar Association,

 

American Society of International Law

 

13. Political affiliations and activities:

 

(a) List all offices with a political party which you have held of any public office for which you have been a candidate.

N/A

(b) List all memberships and offices held in and services rendered to all political parties or election committees during the last 10 years.

Policy Director

 

George W. Bush presidential campaign

 

(3/99 - 12/00; Exploratory Committee, Bush 2000, and

 

Bush-Cheney 2000)

 

 

(c) Itemize all political contributions to any individual, campaign organization, political party, political action committee, or similar entity of $50 or more for the past 5 years.

 

11/98 - $500.00 to the Governor Bush Committee

14. Honors and awards: List all scholarships, fellowships, honorary degrees, honorary society memberships, military medals and any other special recognitions for outstanding service or achievements.

N/A

15. Published writings: List the titles, publishers, and dates of books, articles, reports, or other published materials which you have written.

"Comment: Enforcing the CIA's Secrecy Agreement through Postpublication Civil

Action: United States v. Snepp." 32 Stanford Law Review 409 (1980).

16. Speeches: Provide the Committee with four copies of any formal speeches you have delivered during the last 5 years which you have copies of and are on topics relevant to the position for which you have been nominated.

N/A

17. Selection:

 

(a) Do you know why you were chosen for this nomination by the President?

I believe the President chose me for this nomination because of my experiences working for him during the past 28 months as his Deputy Chief of Staff for Policy, as well as my prior experiences with government and economic policy.

(b) What do you believe in your background or employment experience affirmatively qualifies you for this particular appointment?

During my tenure as White House Deputy Chief of Staff for Policy, I have had the opportunity to work with each Cabinet department and agency -- and particularly with Director Daniels and other senior officials of OMB -- on matters of Administration policy. I believe this exposure would be useful to performing both the overall management and budget roles of the OMB Director. Among my prior experiences, I believe my nearly four years on the staff of the Senate Finance Committee, as well as subsequent experience working with the Congress, would be especially useful to me in fulfilling the OMB Director's many responsibilities involving the Congress.

B. FUTURE EMPLOYMENT RELATIONSHIPS

 

 

1. Will you sever all connections with your present employers, business firms, business associations or business organizations if you are confirmed by the Senate?

I have no current business connections.

2. Do you have any plans, commitments or agreements to pursue outside employment, with or without compensation, during your service with the government? If so, explain.

No.

3. Do you have any plans, commitments or agreements after completing government service to resume employment, affiliation or practice with your previous employer, business firm, association or organization?

No.

4. Has anybody made a commitment to employ your services in any capacity after you leave government service?

No.

5. If confirmed, do you expect to serve out your full term or until the next Presidential election, whichever is applicable?

Yes.

 

C. POTENTIAL CONFLICTS OF INTEREST

 

 

1. Describe any business relationship, dealing or financial transaction which you have had during the last 10 years, whether for yourself, on behalf of a client, or acting as an agent, that could in any way constitute or result in a possible conflict of interest in the position to which you have been nominated.

 

I am unaware of anything that might constitute or result in a conflict of interest.

 

2. Describe any activity during the past 10 years in which you have engaged for the purpose of directly or indirectly influencing the passage, defeat or modification of any legislation or affecting the administration and execution of law or public policy other than while in a federal government capacity.

 

During my tenure as Executive Director, Legal and Government Affairs, for Goldman Sachs International in London ('94 - '99), I occasionally worked with European government officials and local counsel on legal and regulatory matters affecting Goldman's European business.

 

3. Do you agree to have written opinions provided to the Committee by the designated agency ethics officer of the agency to which you are nominated and by the Office of Government Ethics concerning potential conflicts of interest or any legal impediments to your serving in this position?

Yes.

 

D. LEGAL MATTERS

 

 

1. Have you ever been disciplined or cited for a breach of ethics for unprofessional conduct by, or been the subject of a complaint to any court, administrative agency, professional association, disciplinary committee, or other professional group? If so, provide details.

No.

2. To your knowledge, have you ever been investigated, arrested, charged or convicted (including pleas of guilty or nolo contendere) by any federal, State, or other law enforcement authority for violation of any federal, State, county or municipal law, other than a minor traffic offense? If so, provide details.

No.

3. Have you or any business of which you are or were an officer, director or owner ever been involved as a party in interest in any administrative agency proceeding or civil litigation? If so, provide details.

 

Skyline Balloons Ltd., a UK company of which I was a director while living in London, was involved in litigation in UK courts with its insurer over responsibility for payment of a claim; the litigation has been terminated.

 

4. Please advise the Committee of any additional information, favorable or unfavorable, which you feel should be considered in connection with your nomination.

N/A.

 

E. FINANCIAL DATA

 

 

All information requested under this heading must be provided for yourself, your spouse, and your dependents. (This information will not be published in the record of the hearing on your nomination, but it will be retained in the Committee's files and will be available for public inspection.)

 

AFFIDAVIT

 

 

Joshua B. Bolten being duly sworn, hereby states that he/she has read and signed the foregoing Statement on Biographical and Financial Information and that the information provided therein is, to the best of his/her knowledge, current, accurate, and complete.
/s/

 

Subscribed and sworn before me this 11th day of June, 2003.
/s/

 

 

Notary Public for the District of

 

Columbia

 

Commission Expires 1/31/08

 

9. Employment record: List all jobs held since college, including the title or description of job, name of employer, location of work, and dates of employment. (Please use separate attachment, if necessary.)

Assistant Project Manager, Ticor, 6300 Wilshire Blvd., Los Angeles, CA 90048. 8/76 - 4/77.

Paralegal, Wald Harkrader & Ross, 1300 19th Street NW, Washington, DC 20036. 4/77 - 8/77.

Summer Associate, Duncan & Allen, 1575 Eye Street NW, Washington, DC 20005. 6/78 - 8/78

Summer Associate, Latham & Watkins, 555 S. Flower Street, Los Angeles, CA 90071. 6/79 - 7/79.

Summer Associate, Simpson Thacher & Bartlett, One Battery Park Plaza, New York, NY 10004. 7/79 - 8/79.

Law Clerk, U.S. District Court, San Francisco, CA 94102. 9/80 - 6/81.

Attorney-Adviser, Office of the Legal Adviser -- US Department of State, Washington, DC 20520. 6/81 - 1/84.

Attorney, O'Melveny & Myers, 555 13th Street NW Suite 500, Washington, DC 20004. 1/84 - 7/85.

International Trade Counsel, US Senate Finance Committee, Washington, DC 20510. 7/85 --1/89.

General Counsel, Office of the US Trade Representative, 600 17th Street NW, Washington, DC 20508. 1/89 - 3/92.

Deputy Assistant to the President for Legislative Affairs, The White House, Washington, DC 20500. 3/92 - 1/93.

Senior Vice President, Ernest & Julio Gallo Co., 600 Yosemite Avenue, Modesto, CA 95354. 3/93 - 6/93.

Visiting Lecturer, Yale Law School, 127 Wall Street, New Haven, CT 06511. 9/93 - 12/93.

Executive Director, Legal and Government Affairs, Goldman Sachs International, Peterborough Court, 133 Fleet Street, London, UK EC4A. 9/93 - 3/99 (resident in London beginning 1/94).

Policy Director, Bush for President, 301 Congress Avenue, Austin, TX 78701. 3/99 - 12/00.

Policy Director, Bush-Cheney Transition, 1800 G Street NW, Washington, DC 20006. 12/00 - 1/01.

Assistant to the President and Deputy Chief of Staff for Policy, The White House, Washington, DC 20500. 1/01 - present.

DOCUMENT ATTRIBUTES
  • Authors
    Bolten, Joshua Brewster
  • Subject Area/Tax Topics
  • Jurisdictions
  • Language
    English
  • Tax Analysts Document Number
    Doc 2003-15296 (8 original pages)
  • Tax Analysts Electronic Citation
    2003 TNT 123-55
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