Francesco/who-killed-jfk huggingface dataset:
[104-10291-10019.pdf — page 25]
SECRET20 DEC1977CI 659-77MEMORANDUM FOR: Chief, Contract Personnel DivisionFROM : B. Hugh TovarChief, Counterintelligence StaffTHROUGH : Chief, Career Management StaffManpower and Support Branch/ContractSUBJECT : Contract Amendment forGeorge Martin Rosnek1. Action Requested: It is requested that the contract for Mr. George Martin Rosnek, an Independent Contractor, be amended effective as of 1 January 1978 to pay him $50.00 per month for the use of his private living quarters as an office. It is also requested that Mr. Rosnek's contract be amended to include the interest payments on a car that he purchased so that he could be ready and available for work when we request him.2. Background: When CI Staff assumed responsibility for Mr. Kosnek in July 1976, we noted that the Office of Security had an informal arrangement by which it reimbursed Mr. Rosnek $50.00 per month for the use of his private quarters as office space. It is now requested that this arrangement be incorporated into Mr. Rosnek's contract.On 7 February 1977 former Chief CI Staff agreed to reimburse Mr. Rosnek for the interest payments on a car which he purchased so that he would be ready and available for work when we needed him. The monthly interest charge as of December 1977 is slightly less than $39.00 and it isSECRETE2 IMPDETCL BY 012208
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SECRETexpected to decline steadily as the unpaid balance is amortized over the next two years. It is, therefore, requested that Mr. Rosnek's contract be amended to also include this payment.All other terms and conditions of said contract, as amended, remain in full force and effect.![signature of B. Hugh Tovar]B. Hugh TovarCONCUR:![signature]C/CMS/MSB/C23 DEC 1977Date2SECRET
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SECRETCI 031-78MEMORANDUM FOR: Chief, Contract Personnel DivisionFROM : B. Hugh TovarChief, Counterintelligence StaffTHROUGH : Chief, Career Management StaffManpower and Support Branch/Contract:SUBJECT : Contract Amendment forBruce A. BERTOTALLY1. Action Requested: It is requested that the contract   for Bruce A. BERTOTALLY, an Independent Contractor, be   amended retroactive to 1 June 1977 deleting the last sentence   of paragraph 3, concerning the taxability of operational   travel by his wife, of a previous amendment effective 1 June1977. It is further requested that a one-time payment of      $1,404 to BERTOTALLY be authorized to offset the tax he is      required to pay on the $3,100 which represents his wife's      travel expenses on their last operational trip abroad, which      appeared on BERTOTALLY's W-2 form for 1977 as additional      taxable income.2. Background: After CI Staff assumed responsibility   for BERTOTALLY in July 1976, based on requirements developed   by the field, he was asked if he would be willing to under-   take occasional operational trips abroad for the purpose of   briefing and lecturing friendly liaison services and other   high-level foreign officials. BERTOTALLY agreed, but was   adamant that he would only do so if the Agency would allow   his wife to accompany him not only for purposes of companion-   ship but also to enhance his security. Because this was his   condition to such overseas operational travel and because it   was felt her presence would contribute to his good morale,   effectiveness in the performance of his mission, and also   preclude his possibly creating potentially embarrassing   incidents for us and the host liaison services; Chief,E2 IMPDETCL BY 012208SECRET
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SECRETCI Staff made a personal commitment to BERTOTALLY that he could indeed have his wife accompany him on any operational trips abroad, if he chose to have her do so, and that her travel expenses would be borne by the Agency. It was understood that her travel expenses would be limited to the cost of her travel and per diem.Subsequent to this agreement BERTOTALLY took three separate trips abroad accompanied by his wife and one quick trip to Mexico accompanied by his case officer. No problems developed following the first two trips. Vouchers submitted after each trip, claiming their joint costs as operational expenses, were honored without question. However, following their last joint trip abroad her travel expenses of $3,100 were interpreted as additional taxable income. BERTOTALLY considers this a violation of the commitment made to him and has demanded that the Agency pay him a sum equivalent to the additional Federal and state taxes he will have to pay as a result of our unilateral decision on this matter.Presently we already have three separate trips abroad planned for BERTOTALLY during 1978. We are convinced that unless we reimburse him for the $1,404 additional tax he must pay for 1977 and assure him that his wife can accompany him on future operational trips abroad at Agency expense and without having such expenses declared as additional in- come, he will refuse to go on any more trips abroad on our behalf..3. All other terms and conditions of the contract remain in full force and effect.CONCUR:B. Hugh TovarB. Hugh Tovar26 Jan 78DateC/CMS/MSB/C2SECRET
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SECRETMr. Bruce A. BortotallyDear Mr. Bertotally:Reference is made to your contract with the United States Government, as represented by the Contracting Officer, effective 1 March 1970, as amended.Effective 9 October 1977 paragraph four entitled "Compensation" is amended by deleting the figure $33,000 as it appears therein and by substituting in lieu thereof the figure $35,327. Said paragraph is also modified to provide that subsequent augmentation of your basic fee, based upon cost-of-living increases, will be individually authorized by contract amendment at appropriate times as requested and certified by the responsible Government official.All other terms and conditions of the contract, as amended, remain in full force and effect.UNITED STATES GOVERNMENT/s/ Rogers C. BrooksContracting OfficerE2IMPDETCL by: 063837RCG/ngs1-13-78
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SECRET5 1978CI-001-78MEMORANDUM FOR: Director of PersonnelATTENTION : Chief, Contract Personnel DivisionFROM : B. Hugh Tovar Chief, Counterintelligence StaffTHROUGH : Chief, Carcer Management Staff Manpower and Support Branch/ContractsSUBJECT : Contract Amendment for George Martin Rosnek1. Action Requested: It is requested that the contract for Mr. George Martin Rosnek, an Independent Contractor, be amended retroactive to 9 October 1977 to increase his compensation from $33,000 per annum to $35,327. This represents a cost of living increase of 7.05 per cent. (It is further requested that a clause be included in Mr. Rosnek's contract to the effect that he is entitled to the equivalent of any future cost-of-living increases granted to Agency employees.)2. Background: Mr. Rosnek was recruited by the Agency in Switzerland in 1962 and promised $25,000 per year while working as an agent in place. He later defected to this country. In July 1976 responsibility for him was transferred from the Office of Security to the CI Staff and he continues to be of great assistance to this Staff as well as to the FBI.E2 IMPDETCL BY 012208SECRET
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SECRETThe remuneration that he receives from the Agency is hisfamily's sole means of support. He was given cost-of-livingincreases in the past and when CI Staff assumed responsibilityfor him he was assured by the Chief, CI Staff that he wouldcontinue to receive such increases in the future. In earlyDecember 1977 he inquired why his pay did not already reflectthe 7.05 per cent increase given to Agency employees in October.We believe it to be in the best interests of the US Governmentto honor all commitments made to him and to assure that hecontinues to identify himself positively with the Agency.All other terms and conditions of said contract, asamended, remain in full force and effect.B. Hugh TovarCONCUR:C/CMS/MSB/CDate2SECRET
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# SECRET14 November 1977MEMORANDUM FOR: Chief, Contract Personnel DivisionFROM: Chief, PCS/CSS/B&FTerrell W. HutchisonSUBJECT: Contract Amendment - Bruce A. BERTOTALLY (P)REFERENCE: A. Our Memorandum of 29 June 1977B. Our Memorandum of 28 September 1977In regards to referenced memorandums, we were telephonically advised by your office that subject's contract was being amended to provide that the travel expenses of subject's wife represented taxable compensation. As we are nearing the end of the tax year, It would be appreciated if the amendment could be provided in the near future in order that these payments can be included in subject's earning's statements. Thanks.![signature]Terrell W. HutchisonSECRETE2 IMPDET CL BY 061922
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# SECRET29 June 1977MEMORANDUM FOR: Chief, Contract Personnel DivisionFROM : Chief, PCS/CSS/B&FTerrell W. HutchisonSUBJECT : Contract Amendment - Bruce A. BERTOTALLY1. We are in receipt of a copy of subject contract   amendment dated 27 June 1977. To administer the conditions   of this amendment, there are two questions which come to   mind:a. The amendment provides, that travel of subject'sdependent wife may be authorized "when it isdetermined by the responsible Governmont officialthat such travel will support and best serveoperational interests and objectives." Under theprovisions of HR 22-2a (18) (now in the process ofamendment), TDY travel for dependents of an employeemust be approved by a Deputy Director. Further,under the OGC ruling 77-1264, TDY travel for adependent "should not be authorized, save theDeputy Director's discretion. It should be changedto preclude any possible interpretation of whichwould give rise to TDY junkets for wives and depen-dents at Government expense." While it is recognizedthat subject is in fact an Independent Contractor,the entire subject of dependents TDY travel is adelicate issue, and because of this, we ask thatyour office identify the level of the "responsibleGovernment official" who must approve the operational.necessity travel of subject's wife.# SECRET![image of the reference line on the right side of the document]
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SECRETb. Query, if the TDY travel of subject's wife is in fact properly approved, not as an operational necessity, but for matters "essential to her health", do these payments in fact become taxable income. The regulations define an Independent Contractor as a self-employed individual who may be paid a fee for certain services or products, and generally contracts provide for reimbursement for necessary operational expenses. We have no difficulty in certifying the wife's travel when it can be classified as an operational necessity. However, as both references provide authority only to Deputy Directors to approve dependent operational TDY travel, this also gives rise as to what level of authority is required to authorize travel for a dependent wife to accompany her husband on a TDY trip "as a matter essential to her health." It is requested that we be advised of the level of the "resonsible Covernment official" who can approve such travel. Further, as subject's contract draws a line between the operational necessity travel and that travel essential to her health, we would appreciate being advised if the non-operational travel payments for subject's wife represents taxable in- come.Terrell W. HutchisonPCS/CSS/BEF/TWHutchison:nrDistribution:Orig. & 1 C/Contract Personnel DivisionSECRET- 2![IMPDET CL BY]
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# SECRET28 September 1977MEMORANDUM FOR: Chief, Contract Personnel DivisionFROM: Chief, PCS/CSS/B&FTerrell W. HutchisonSUBJECT: Contract Amendment - Bruce A. BERTOTALLY (S)REFERENCE: Our Memorandum of 29 June 1977A response to our referenced memorandum (copy attached) would be appreciated.Terrell W. Hutchison28 September 1977PCS/CSS/B&F/T. W. Hutchison:nrrDistribution:* Orig. & 1 - CPD* 1 - B&F filesSECRETE2 IMPDET CL BY 061922
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7 Oct. 1977Ar of this date a full reach has been made of CPD for the eabouts of cubject's file. Our record indicate that it var charged out to Jim Hai in July probably in refertare to cuertion raised by Terry Hutchinson on dependent travel. He has reached and his rery has searched OGC with no cuccace.On 6 Oct Chuck Sandman John Rizzo and undersigned met with Brad Abernathy con- Terry's uestions. We all agreed that any cume expended on Ber'otally ife travel should be con-idered as taxable additional income that in egard to hi uestion re approval authority for travel - Chief CI. We also covered paint ar totravel of ou independent contacto in conformence with Govt rule and Reg. and Abernathy and John R. indicated acceptance of the fuation.
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# Mr. Bruce A. BertotallyDear Mr. Bertotally:Reference is made to your contract with the United States Government, as represented by the Contracting Officer, effective 1 March 1970.Effective 1 June 1977 paragraph five (5) entitled "Allowances, Travel and other Expenses" is amended by expanding its scope to authorize the concurrent, voluntary, travel of your dependent wife, including the appropriate rate of per diem, when it is determined by the responsible Government official that such travel will support and best serve operational interests and objectives. The extent and destinations of such dependent travel will be as designated and defined by such official and, when in the course of such travel it is determined as a matter of operational necessity or as a matter essential to her health and well being that she remain at some particular place in the course of such travel while you continue on to specific geographical locations in fulfillment of operational missions, continuation of her per diem will be authorized for such periods. All montes advanced or reimbursed you hereunder by the Government and for the purposes herein indicated are determined to be additional Income to you and as such considered to be taxable for federal income tax purposes.It is also understood and agreed by all concerned, and is herein so confirmed, that this amendment is in no way intended or should be construed as obligating your dependent wife to accompany you on travel abroad, under the terms of this agreement. It is also understood and agreed that the U. S. Government neither infers or assumes any liability of whatsoever nature concerning her health and well being if she freely elects to undertake such travel.All other terms and conditions of the contract, as amended, remain in full force and effect.UNITED STATES GOVERNMENT/a/ Rogera C. BrookeBY Contracting OfficerE2IMPDET-CL BY: 063837KOS/SP10/17/77
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SECRET17 October 1977MEMORANDUM FOR: Chief PCS/CSS/B&FFROM : DC/CPDSUBJECT : Contract amended Bruce A. BERTOTALLYREFERENCE : Your memorandum, subject as above, dated 29 June 1977Your referenced memorandum raised two basic questions in regard to an amendment effected to the contract of Bruce Bertotally. To determine the answers a meeting was held 6 October 1977 with discussion and decision by those present: Brad Abernathy SSA/DDA, John Rizzo for the General Counsel and Charles Sandman with Rogers C. Brooks for CPD.In subparagraph (a) of your memorandum you requested identification of the level of the responsible Government official who must approve the operational necessity travel of subject's wife. The Chief CI Staff was so identified.Subparagraph (b) basically related to the taxability or non taxability of funds made available and relating to the dependent wife's travel. It was the consensus and agreement of all present that all such funds should be considered as additional compensation and taxable./s/ Rogers C. BrooksRogers C. Brooks.E2IMPDETCL BY: 063837
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SECRET28 September 1977MEMORANDUM FOR: Chief, Contract Personnel DivisionFROM : Chief, PCS/CSS/B&FTerrell W. HutchisonSUBJECT : Contract Amendment - Bruce A. BERTOTALLY (S)REFERENCE : Our Memorandum of 29 June 1977A response to our referenced memorandum (copy attached) would be appreciated.![signature] Terrell W. Hutchison28 September 1977PCS/CSS/B&F/T. W. Hutchison:nrrSECRETE2 IMPDET CL BY 061922
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# SECRET29 June 1977MEMORANDUM FOR: Chief, Contract Personnel DivisionFROM: Chief, PCS/CSS/B&FTerrell W. HutchisonSUBJECT: Contract Amendment - Bruce A. BERTOTALLY1. We are in receipt of a copy of subject contract amendment dated 27 June 1977. To administer the conditions of this amendment, there are two questions which come to mind:a. The amendment provides, that travel of subject's dependent wife may be authorized "when it is determined by the responsible Government official that such travel will support and best serve operational interests and objectives." Under the provisions of IHR 22-2a (18) (now in the process of amendment), TDY travel for dependents of an employee must be approved by a Deputy Director. Further, under the OCC ruling 77-1264, TDY travel for a dependent "should not be authorized, save the Deputy Director's discretion. It should be changed to preclude any possible interpretation of which would give rise to TDY junkets for wives and dependents at Government expense." While it is recognized that subject is in fact an Independent Contractor, the entire subject of dependents TDY travel is a delicate issue, and because of this, we ask that your office identify the level of the "responsible Government official" who must approve the operational necessity travel of subject's wife.# SECRET![JMPDET CL BY]
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b. Query, if the TDY travel of subject's wifeis in fact properly approved, not as an operationalnecessity, but for matters "essential to her health",do these payments in fact become taxable income. Theregulations define an Independent Contractor as aself-employed individual who may be paid a fee forcertain services or products, and generally contractsprovide for reimbursement for necessary operationalexpenses. We have no difficulty in certifying thewife's travel when it can be classified as an operationalnecessity. However, as both references provide authorityonly to Deputy Directors to approve dependent operationalTDY travel, this also gives rise as to what level ofauthority is required to authorize travel for a dependentwife to accompany her husband on a TDY trip "as a matteressential to her health." It is requested that we beadvised of the level of the "resonsible Governmentofficial" who can approve such travel. Further, assubject's contract draws a line between the operationalnecessity travel and that travel essential to her health,we would appreciate being advised if the non-operationaltravel payments for subject's wife represents taxable in-come.Terrell W. HutchisonPCS/CSS/B&F/TWHutchison:nrDistribution:Orig. & 1 - C/Contract Personnel DivisionSECRET![IMPDET CL BY261722]
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CI 373-77MEMORANDUM FOR: Chief, Contract Personnel DivisionFROM : B. Hugh TovarChief, Counterintelligence StaffSUBJECT : Amendment to Contract forBruce A. BERTOTALLY (P)1. Action Requested: It is requested that paragraph five (5) entitled "Allowances, Travel and other expenses" of Bruce A. BERTOTALLY's contract dated 1 March 1970, as amended, be further amended effective 1 June 1977 to permit his wife to accompany him on travel abroad.2. Background: As an independent contractor Bruce A. BERTOTALLY'S contract makes no provision for his wife to accompany him when traveling abroad at our request. This amendment will make such travel possible when at the option and direction of the Central Intelligence Agency it is believed that such travel will materially improve his cover and security and substantially contribute to the performance of his mission. The requested change in paragraph five (5) should in no way obligate BERTOTALLY's wife to accompany her husband on travel abroad nor does it assume any liability if she freely elects to make such travel.All other terms and conditions of the contract remain in full force and effect.Signed: Leonard McCoyB. Hugh TovarEZ IMPDETCL BY 019359SECRET
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SECRETMr. Bruce A. BertotallyDear Mr. Bertotally:Reference is made to your contract with the United States Government, as represented by the Contracting Officer, effectivell March 1970.Effective 1 June 1977 paragraph five (5) entitled "Allowances, Travel and other Expenses" is amended by expanding its scope to authorize the concurrent, voluntary, travel of your dependent wife, including the appropriate rate of per diem, when it is determined by the responsible Government official that such travel will support and best serve operational interests and objectives. The extend and destinations of such dependent travel will be as designated and defined by such official and, when in the course of such travel it is determined as a matter of operational necessity or as a matter essential to her health and well being that she remain at some particular place in the course of such travel while you contine on to specific geographical locations in fulfillment of operational missions, continuation of her per dien vill be authorized for such partods.It is also understood and agreed by all concerned, and is herein so confirmed, that this amendment is in no way intedded or should be construed as obligating your dependent wife to accompany you on travel abroad, under the core of this agreement. It is also understood and agreed that the U. S. Covernment nofthor infero or assumes any liability of whatsoever nature concorning her health and well being if she freely alects to undertaka ouch travel.Reimbursement, payment and accounting for the foregoing shall be in substantial conformance with CIA redas and regulations.All other terms and conditions of the contract, as amended, remain in full force and effect.UNITED STATES COVERIMENT/s/ Ergers C. BrooksBYContracting OfficerSECRETE2IMPDETCL by: 063837
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SECRETMr. Bruce A. BertotallyDear Mr. Bertotally:Reference is made to your contract with the United States Government, as represented by the Central Intelligence Agency, effective 1 March 1970.Effective 1 March 1975, said contract is amended by revising the first sentence of paragraph four (4) entitled "Compensation" to read as follows:"You will be compensated by the Central Intelligence Agency at the rate of twenty-five thousand, two hundred fifty dollars ($25,250) per year."All other terms and conditions of the contract remain in full force and effect.CENTRAL INTELLIGENCE AGENCY![signature]By Special Contracting OfficerACCEPTED:Bruce A. BertotallyWITNESS:APPROVED:MICROFILMEDJULY 19.SECRETE2IMPDETCL by: 063837
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DearReference is made to your contract with the United States Government, as represented by the Central Intelligence Agency, effective 1 March 1970.Effective 1 March 1976, said contract is amended by revising the first sentence of paragraph four (4) entitled "Compensation" to read as follows:"You will be compensated by the Central Intelligence Agency at the rate of Twenty-Six Thousand Five Hundred Thirteen Dollars ($26,513) per year."All other terms and conditions of said contract remain in full force and effect.Please acknowledge by signing in the space provided below.CENTRAL INTELLIGENCE AGENCYBYSpecial Contracting OfficerACCEPTED:April 8, 1976DateWITNESS:Bine AiheSopul 1976DateAPPROVED:J76DateCertified to be a true copy of the signed original which is on file in the Office of Security.![signature of Edwin A. Reetz]Edwin A. ReetzChief, Eudget and Fiscal BrachOffice of SecurityMICROFILMEDJULY 1977SECRET