OFFICE OF MANAGEMENT AND BUDGET

1948-1990

ADMINISTRATIVE HISTORY

The Office of Management and Budget (OMB) had its precursor in the County Budget Office. This Office, later known as the Office of Budget and Research, was assigned responsibility for assisting the County Executive in the formulation of his six-year Public Services Program. In fiscal year 1980, various County agencies responsible for programming capital facilities, budgeting operation, and computer services were combined into the newly created Office of Management and Budget. The purpose of this reorganization was to improve the quality of executive branch operations by providing integrated fiscal analysis, improved management information, and assistance in policy formulation.

Like its predecessors, the OMB is responsible for the preparation and administration of the recommended and approved capital improvements program (CIP), annual operating and capital budgets, and the public service program. In accordance with law, the County Council, after receiving the recommendations of the County Executive and the advice of interested parties through public hearings and other means, approves the budgets at the end of May each year for the fiscal year which begins on July 1. Budgets reflect County Executive and County Council judgement on how best to provide services and capital investment to Montgomery County residents at affordable and fair levels of taxation. The OMB also prepares a budget in brief; conducts on-going budgetary reviews and program analysis of agencies for which the County Executive does not prepare the annual budget, but for which expenditure recommendations must be made; provides management information services; and conducts office information needs analysis. Since 1998, the OMB has also been charged with the responsibility of preparing a fiscal plan.

PROCESSING PROCEDURES

General processing procedures consisted of discarding duplicates, unnecessary binders, and routine transmittals. Oversized documents and photographs were removed from the original location in their assigned series and placed in separate containers. Separation sheets were inserted in the original location within the folder to indicate the new location of any records placed elsewhere.

Preservation copying of newspaper clippings was performed whenever feasible. Records in folders were arranged, unless otherwise indicated, in forward chronological order, with undated records appearing at the end of the folder.

PROVENANCE

Records relating to Annual Growth Policy were transferred from Montgomery County Records Center in 1999.

SCOPE AND CONTENT NOTE

The collection comprises 5.83 cubic feet of records which document the activities of the Office of Management and Budget and its predecessor agencies from 1948 to 1990. Records are arranged as four series:

Series I: Administrative Records

Series II: Subject Files

Series III: Economic Development Advisory Board

Series IV: Annual Growth Policy

Series V: Street Assessments

SERIES DESCRIPTIONS

Series I: Administrative Records, 1948-1983 (1 cu. ft.)

This series consists of correspondence between various County offices and relates to budget and management issues, management analysis and procedures, a reorganization of the County government, and the effects of cutbacks in the Federal budget during the early years of the Reagan administration.

The series is arranged alphabetically by agency or organization.

Series II: Subject Files, 1972-1982 (0.75 cu. ft.)

This series consists of correspondence, memoranda, studies, tables, charts, and reports regarding

policies and topics effecting or pertaining to budget development for the County.

Arrangement of this series is alphabetical by subject.

Series III: Economic Development Advisory Board, 1970-1979 (0.25 cu. ft.)

Records in this series include correspondence, reports, and minutes of the Economic Development Advisory Board. This Board, comprised of County business leaders appointed by the County Council and Executive, worked with the County government in promoting the County, developing retail business sites, and attracting new business and employment opportunities.

This series is arranged alphabetically.

Series IV: Annual Growth Policy, 1985-1990 (1. 5 cu. ft.)

This series contains documents generated by County offices and agencies during the development of the Annual Growth Policy (AGP). The records convey the interests and concerns of such agencies as the Maryland-National Capital Park and Planning Commission, the Planning Policies Committee, the County Council, the Office of the Superintendent of Schools, and the Board of Education. Particular attention is paid to the capacity of County schools and the development of an appropriate test of school capacity. Records in this series include meeting agendas and corresponding notes, Annual Growth Policy reports, both final and staff drafts from 1986 to 1990, memoranda and background reports concerning the AGP and the Adequate Public Facilities Ordinance, and documentation of public hearings.

Folders in this series are arranged by office or agency of creation, and then alphabetically and chronologically within each agency.

Series V: Street Assessments, 1949-1975 (2.33 cu. ft.)

This series contains documents generated by the County Council, the Department of Finance and the Department of Public Works regarding street assessments throughout the county. The records contain contracts between the county and outside contractors for work done on roads, parking lots and traffic signals. The records also include planning maps, County Council resolutions and public hearing testimony, and documentation of the payment of funds to contractors.

Folders in this series are arranged alphabetically by location in Construction/Improvement Contracts, (Re)Surfacing Contracts, Traffic Signal Contracts, and Parking Lot Contracts folders, and chronologically in County Council Transfer of Funds and County Council Public Hearings/Resolutions folders.

Series I: Administrative Records

Box 1

Board of Education, 1980-1982

County Attorney, 1981-1982

Environmental Protection, 1974-1982

Facilities & Services, 1980-1982

Family Resources, 1980-1982

Finance Department, 1980-1982

Fire & Rescue Services, 1981-1982

Health Department, 1981-1982

Health Department: Drug Control, 1973-1975

Health Department: Health Systems Planning, 1980-1982

Historical Society, 1948-1982

Housing & Community Development, 1973-1982

Human Relations Commission, 1973-1975

Human Resources, 1972-1976

Libraries, 1974-1982

Liquor Department, 1981-1982

Management & Budget Office, 1975-1983

Montgomery College, 1972-1982

Personnel Department, 1973-1982

Police Department, 1972-1982

Recreation Department, 1973-1982

Social Services, 1973-1982

Supervisors of Election, 1972-1982

Transportation Department, 1973-1982

WSSC, 1957-1982

WSTC, 1965-1982 (2 folders)

Business Acquisition Program, 1971-1973

WMATA

Budget Estimate Reviews & Memoranda, 1972-1977

Silver Spring Transit Station, 1971-1976

Other Departments, 1973-1982

Series II: Subject Files

Box 2

Federal Government Budget Restrictions: Blueprint for a Coordinated Response to Federal Block Grant & Cutback Proposals, 1981

Federal Government Budget Restrictions: Impact on Montgomery County, 1980-1982

Management-Organization

Montgomery County Government Organizational Charts, 1969-1970

Reorganization of County Government, 1971-1980 (3 folders)

Proposals for the Executive Branch, 1973-1980

Reorganization of Labor Services, 1981-1982

Management-Procedure

Correction & Rehabilitation: Hospitalization of Prisoners, 1972

HEW Regulations on the Handicapped, 1976-1980

Legislation: "Study of the Implementation of Local Legislation in Montgomery County", 1981

Management and Public Policy: Manual & Work Programs, 1977-1978

Personnel Manual, 1981

Management-Subject Files

Central Services Processes, 1977-1978

Chargeback Systems Evaluation, 1978-1979

Comprehensive Index to County Executive's Power, 1978

Fee Schedule Increase Proposal, Public Hearing, 1980

Land Management: Correspondence and Report, 1977

Management Study of Consumer Affair, 1972

Productivity Improvement Report, 1976-1978

Series III: Economic Development Advisory Board

Correspondence/Memoranda, 1970-1978

Meeting Minutes (incl. photos 6 Mar 78), 1976-1978

Reports, Outline, 1976-1978

Second Written Report, 1979

Series IV: Annual Growth Policy

Box 3

Montgomery County Planning Board

Annual Growth Policy, 1985-October 1988

Annual Growth Policy, December 1988-1990

Background Reports/Data for AGP, 1986

Background Reports/Data for AGP, November 1986-1987

Meetings and Workshops, 1986-1987

Box 4

Montgomery County Planning Board

Printed Material, 1986-1987

Public Hearings, 1985

Public Hearings, 1986

Maryland- National Capital Park and Planning Commission

Amendments/Comments to AGP, 1985-1988

Meeting Agendas and Notes, 1985-1987

School Capacity, 1986- 1987

Box 5

Planning Policies Committee

Annual Growth Policy, 1985-1986

Meeting Agendas and Corresponding Notes, 1985-1986

Meeting Agendas and Corresponding Notes, 1986-1988

School Capacity and Test, 1985-1987

Box 6

County Council

Annual Growth Policy for Schools, 1986-1987

Comments on AGP, 1988

Meeting Agendas, 1985-1987

Public Hearings, 1987-1988

County Executive

Annual Growth Policy, 1985-1989

Annual Growth Policy, 1989-1990

School Capacity and Test, 1985-1987

Box 7

Superintendent of Schools: School Capacity, 1985-1987

Board of Education: School Capacity, 1985-1987

Senior Legislative Analyst: Discussion of AGP, 1986-1989

Consultants: Comments on AGP/ School Capacity, 1985-1988

OMB

Agendas/Background for Meetings, 1985-1986

Memoranda, 1985-1987

Series V: Street Assessments

Box 8

Construction/Improvement Contracts, 1950-1975

Storm Drains at Intersection of Ambler Drive & Puller Drive, Silver Spring, June 1950

Asleigh Road, May 1973

Autumn Drive, Colesville Area, May 1970

Battery Lane, Bethesda, June 1951

Between B&O Railroad at Talbot Avenue and Stewart Avenue, July 1969

Storm Drains in the vicinity of Bonifant Street & Ramsey Avenue, Silver Spring, June 1951

Carroll Lane and vicinity, Silver Spring, November 1972

Cedar Lane in Rock Creek Park, September 1957

North side of Cedar Lane east of Rockville Pike, May 1975

Chevy Chase View, Wheaton, October 1973

Colesville-Beltsville Road (Colesville Road to Columbia Road), July 1962

Off Compton Street, Silver Spring, February 1974

County Office Building, Rockville, October 1953

County Service Depot, Lyttonsville, November 1954

Storm Drains on County Road, Garrett Park Road & Warner Street, August 1951

Cresthaven Drive, January 1970

Drumm Avenue, Kensington, February 1970

Dryden Street in McDonald Knolls, June 1951

East Silver Spring Elementary School, January 1970

Emden Street and on Veirs Mill Elementary School Property, Garrett Forest, July 1971

Box 9

Construction/Improvement Contracts, 1955-1975

Fairland Site Reclamation Project, October 1972

Forston Street, February 1971

Fox Chapel North in Middlebrook, April, December 1970

Storm drains along Foxhall, Silver Spring, March 1970

Garfield Street and vicinity, November 1972

Glenbrook Road, Bethesda, September 1973, May 1975

Along Glenbrook Road North & South of Bradley Boulevard, Bethesda, February 1972

Vicinity of Glenbrook Lane and Greenfield Street, Bethesda, August 1970

Storm drain improvement in Glen Echo Heights, Potomac, September 1973

Glenmoor Drive, Hill Lane, Husted Drive, and Clifford Avenue, Chevy Chase, June 1975

Harper Avenue, Burnt Mills Hills, May 1971

Kensington Boulevard, Wheaton, June 1960

Lacy Drive, Colesville area, February 1972

Langley Drive, Silver Spring, August 1973

Lawndale Drive and Flower Avenue, October 1955

Box 10

Construction/Improvement Contracts, 1952-1975

Little Northwest Branch landscaping, Layhill Road area, February- December 1975

Bridge over Little Seneca Creek, near Boyds, July 1952- March 1953

Storm drains on Lockridge Drive, December 1969

North of Lowander Lane in Franklin Knolls, May 1972

Railroad sidetrack at Lyttonsville Service Dept., March 1956

Storm water control at Meadow Branch Stream, March 1974

Meadow Lane, Chevy Chase, May 1975

Meriden Road, June 1959

Metropolitan Grove Road, Gaithersburg, April 1973

Middlebrook Road from Md. Route 355 to Md. Route 118, June 1958

Montrose Road, September 1957- October 1961

Sidewalks along Murdock Road, June 1957

Storm drains on Newport Mill Road, July 1953

Drainage on Newton Street, Grandview Avenue, October 1954

Norwood Road, August 1953

Along Oak Place, east of Hempstead Avenue, Bethesda, November 1970

Storm drainage in Oldfield Subdivision, Rockville, December 1971

Olney Mill Road, Olney, March 1973

Storm drainage for Olney Square, March 1972

Box 11

Construction/Improvement Contracts, 1954-1973

Pinecrest Circle in Woodside Park Subdivision, February 1954

Sidewalks along Piney Branch Road over Long Branch Creek, June 1954

Storm drainage for Potomac Commons, November- December 1971

River Road, February 1962

Rockcreek Pool, March 1973

Seven Locks Road, near Rockville, June 1955

Seven Locks Road, October 1960

Snakeden Branch from Post Oak Road to Gainsborough Road, July 1969

Storm drainage in Springbrook Village and vicinity, November 1972

Spring Lake Park, southeast of Rockville, October 1970

Turner Lane, Bethesda, March 1973

Along Walhonding Road, Tuscarawas Road, Waneta Road, and Winnebago Road, Glen Echo, October 1972

Storm drains in Wayne Avenue, Silver Spring, August 1954, September 1972

Drainage facilities in Westhaven, October 1954

Winston Drive, Glen Echo, April 1969

Box 12

Construction/Improvement Contracts,1950, 1969

Wisconsin Avenue from East-West Highway to Chelsea Lane, June 1950

Sidewalks along University Boulevard, from Georgia Avenue to Perry Avenue, July 1969

(Re)Surfacing Contracts, 1949-1957

Burbank Road, October 1951

Colesville Road-Beltsville Road from U.S. 29 to Prince George's County line, June 1957

Cross-Way Road (formerly Montpelier Road), September 1951

Esworthy Road, August 1951

Entrance Road at Lyttonsville Service Depot, August 1956

Peach Orchard Road, August 1951

Silver Spring, November 1949

Sundale Drive from East-West Highway to Quinton Road, February 1952

Thompson Road, August 1951

Traffic Signal Contracts, 1951-1958

Bethesda, April 1956- November 1957

Bradley Boulevard and Arlington Road, Bethesda, October 1953

Colesville Road at Second Avenue and East-West Highway, Silver Spring, June 1954

Fenton Street at Pershing Drive, Wayne Avenue, Bonifant Street and Silver Spring Avenue, Silver Spring, April 1955

Gaithersburg, September 1951

Georgia Avenue, November 1952

Georgia Avenue and Randolph Road, April 1954

Glen Echo Fire Department, Bethesda, June 1954

Md. Route 118 and Atomic Energy Commission, Germantown, February 1958

Old Georgetown Road and Battery Lane, Bethesda, April 1955

Old Georgetown Road and Wilson Lane, December 1952

Silver Spring, September 1951

Wisconsin Avenue, September 1951

Box 13

Parking Lot Contracts, 1952-1961

Bethesda Avenue, Bethesda, July 1960

Bethesda Business District, September 1954- March 1956

Bonifant Street, Silver Spring, October 1954

Cameron Street, Silver Spring, October 1954

Colesville Road and Cameron Street, Silver Spring, April 1955- August 1959

Vicinity of Columbia Boulevard, Montgomery Hills, February 1953

At County Library Building, Massachusetts Avenue Branch, June 1959

At Court House, Rockville, July 1956- January 1961

Vicinity of Ellsworth Drive, Silver Spring, February 1953-July 1960

Fenton Street, Silver Spring, November 1956

Highland Avenue, August 1958

Between Kennett Street and Eastern Avenue, July 1952- August 1955

King Street between Georgia Avenue and Eastern Avenue, Silver Spring, October 1956

Little Tavern Tract on Ripley Street, Silver Spring, October 1954

Maintenance of Floodlights in Bethesda, Silver Spring, Montgomery Hills, and Wheaton, May 1952- June 1959

Box 14

Parking Lot Contracts, 1951-1973, n.d.

Silver Spring Business District, October 1957

Vicinity of Thayer Avenue and Fenton Street, Silver Spring, November 1951

Walsh Street, Bethesda, October 1951

Ward Place and Cameron Street, Silver Spring, September 1958

Waverly Street and Montgomery Avenue, Bethesda, August 1951- May 1956

Adjacent to Wayne Avenue, Silver Spring, October 1953- July 1954

Wheaton Business District, December 1955- September 1960

Wheaton Triangle, June 1954- October 1960

County Council Public Hearings/Resolutions

September 1951- May 1955

July 1955- May 1963, n.d.

County Council Transfer of Funds, July 1952- September 1973