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Sample Constituent Services Manual - Congressional Management ...

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Foreword<br />

When candidates run for office, they usually concentrate on the important<br />

policy matters which affect their constituents. Taxes, budgets, education, homeland<br />

security, and a myriad of other issues are often at the forefront.<br />

Although shaping policy is certainly the most important function of public servants<br />

in legislative offices, many elected officials are surprised at the number of<br />

requests they receive to help constituents overcome problems with government.<br />

It is not uncommon for a <strong>Congressional</strong> office to receive thousands of requests for<br />

help each year, and casework can quickly become overwhelming if the staff is not<br />

prepared for it.<br />

Elected officials who handle casework quickly and effectively have become an<br />

important part of our system of government. Also, efficient handling of requests<br />

can build much goodwill with the constituents.<br />

This book, developed over several years by U.S. Rep. Cass Ballenger (NC) and<br />

his staff, is an excellent reference tool for caseworkers. It covers the major casework<br />

categories and provides helpful advice on dealing with constituents and<br />

solving their problems.<br />

All new caseworkers should read Section 1, An Introduction to Casework,<br />

and become thoroughly familiar with it. The remainder of the book covers specific<br />

casework categories, arranged alphabetically by topic. Caseworkers should<br />

study the sections that are relevant to the casework topics which have been assigned<br />

to them.<br />

Whenever possible, provide information to a constituent or an agency in writing<br />

to reduce the chance for misunderstanding. A set of basic casework letters<br />

and forms is included to get you started.<br />

There is no practical way to make a casework training manual all-encompassing.<br />

Casework priorities are different from district-to-district, depending on<br />

demographics, geography, economy, and culture. However, we think this manual<br />

presents a good overview of the major topics and we hope you will find it useful.<br />

Acknowledgements<br />

Congessman Ballenger would like to thank members of his district staff in<br />

Hickory, North Carolina, who contributed to this manual. They are:<br />

Tommy Luckadoo (editor and layout); Lisa Cook; Gayle Eckard; David McCrary;<br />

Nancy Meek; and Melissa Patton.

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