Chapter 4

                       The Speaker and the Senate

                            Elizabeth Rybicki


                 Analyst in American National Government

                     Congressional Research Service

  In 1897, a Senator described a ``very curious thing'' to his 
colleagues in the Senate Chamber. It seems Speaker Thomas Brackett Reed 
(R-ME; 1889-1891; 1895-1899) had spent a great deal of time in the 
Senate side of the Capitol persuading (the Senator said ``coercing'') 
Senators into supporting the pending tariff measure. The Senator found 
it even more extraordinary that as he passed a room where 
Representatives and Senators were meeting to negotiate a compromise 
between the Chambers on the tariff bill, he saw ``a powerful policeman 
standing guard at the door.'' When the Senator inquired as to why the 
guard was there, he was told ``it was for the purposes of keeping the 
presiding officer of the House from invading the secrecy and the 
councils of the conference committee.'' \1\
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\1\ Congressional Record, 55th Cong., 1st sess., vol. 30, July 23, 1897, 
p. 2867.
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  The characteristically vigorous efforts of Speaker Reed in this 
instance may indeed have been, as the Senator claimed, ``extraordinary 
and unusual.'' The need to coordinate with the Senate on legislation, 
however, is as established and necessary as the Office of the Speaker 
itself. According to the Constitution, each House of Congress must agree 
to a measure before it can be sent to the President. The two Chambers, 
however, often disagree over policy proposals, and the Constitution is 
silent as to how the House and Senate should reconcile differences in 
pending legislation.
  In no small way, the responsibility of resolving differences and 
coordinating with ``the other body'' has fallen on the Speaker of the 
House. Disagreements between the Chambers on most major legislation are 
resolved by conference committees, ad hoc panels composed of legislators 
from each Chamber that meet to negotiate a compromise acceptable to both 
the House and Senate. The Speaker appoints the House conferees, or 
``managers,'' and at times his careful selection of individuals has 
influenced the final policy outcome. Further, a great deal of inter-
chamber coordination takes place prior to, instead of, or after the 
formal creation of a conference committee. The Speaker works with Senate 
leaders in order to shepherd significant measures through the entire 
legislative process. In sum, the Speaker plays a major role in the two 
principal devices of legislative coordination: bicameral leadership 
cooperation and conference committees.
  Both the relationship between the Speaker and Senate leaders and the 
role of the Speaker in the appointment of managers to conference have 
changed over time. Since the major reforms of the seventies, the Speaker 
has had greater discretion over who he appoints to conference. For most 
of congressional history, the Speaker selected a few senior members from 
the standing committee with jurisdiction over the bill to negotiate with 
the Senate. Late 20th-century changes in practice, including multiple 
referral and the tremendous growth of conference committee delegations, 
have left the Speaker with more authority over conference committee 
composition. The modern Speaker chooses how many Representatives serve 
as conferees, as well as what committees the conferees come from and 
what matters they may consider in conference. In addition, the 
transformation of the Senate from a committee-centered, seniority-driven 
institution to a more open body with an equal distribution of power has 
transformed the role of the Speaker in inter-chamber negotiations. A 
close personal relationship with the Senate majority leader and 
important committee chairmen likely solves fewer legislative logjams 
than it did in the mid-20th century, and the press of business makes the 
threat of a filibuster more potent. Although conflict between the 
Chambers is an inherent part of the bicameral system, the Speaker today 
faces a particularly significant challenge in coordinating the passage 
of legislation with the Senate.

                           The ``Other Body''

  At the end of the 19th century, the procedures of the House and Senate 
began to move in divergent directions. The House, under the leadership 
of Speaker Reed, developed into a majoritarian body, able to act 
whenever most of the Members favored action. The Senate, meanwhile, 
continued to grant great parliamentary powers to individual Senators. 
The lack of Senate rules allowing a simple majority to end debate left 
Senate leaders dependent on unanimous consent agreements to set the 
schedule for considering and voting on measures (even after the 
enactment of a rule in 1917 allowing a super-majority to close debate). 
For over 100 years, the Speaker has been accustomed to setting the 
legislative agenda with the backing of the majority, but the Senate 
majority leader must always take into account the rights afforded to 
individual Senators under the rules and precedents.
  Not surprisingly, because of the differences in the decisionmaking 
processes of the two Chambers, Speakers have long found working with the 
Senate to be challenging. In 1890, Speaker Reed grew exasperated with 
Senators, including those in his own party, who chose to deliberate and 
debate, rather than quickly pass, House bills on the tariff and election 
reform. He urged the Senate to change its rules, attempted to stir 
public sentiment against the Senate, and threatened to keep Congress in 
session until the Senate decided the fate of the bills. The Speaker's 
disapproval of the Senate could not expedite the process; as one Senator 
commented dryly to the press, ``Unless Mr. Reed comes over here in 
person, and takes command, I do not see how we are to oblige him . . . 
It would hardly be fair to him to ask him to run the Senate and the 
House at the same time.'' \2\
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\2\ ``Speaker Reed Frowns,'' New York Times, Aug. 4, 1890, p. 1.
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  Over 100 years later, a public campaign by another powerful Speaker 
was no more successful in spurring Senate action. An electorate 
reportedly fed up with politics as usual in Washington, DC, gave 
Republicans control of the House and Senate in the 1994 elections. House 
Republicans, led by Newt Gingrich (R-GA; 1995-1999), had campaigned on a 
list of legislative proposals known as the Contract with America. As 
expected, while the House voted on every Contract proposal during the 
first 100 days of the 104th Congress (1995-1996), the Senate debated 
only some of the proposals in the same time period.\3\ Despite his 
unquestionable skills in communicating with the public, the Speaker 
could not force the Senate to act. Threats or trades are unlikely to be 
effective when the Senate leader has few tools at his disposal to force 
action on legislation. Speaking at a joint press conference during the 
consideration of the contract, Senate Majority Leader Bob Dole (R-KS) 
illustrated the differences between the job of the Speaker and the job 
of the majority leader. After stating that the Senate would probably not 
be able to ``keep up'' with the speedy House in passing the contract 
items, Dole turned the podium over to Speaker Gingrich by joking that he 
needed to get back to the Senate floor for an upcoming vote ``before 
anybody defects.'' \4\
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\3\ Norman Ornstein and Amy L. Schenkenberg, ``The 1995 Congress: The 
First Hundred Days and Beyond,'' Political Science Quarterly, vol. 110, 
no. 2, summer 1995, p. 194.

\4\ Jake Thompson, ``Dole Thrives, Despite Hype for Gingrich,'' Kansas 
City Star, Jan. 7, 1995, p. A1; Transcript, ``News Conference with House 
Speaker Newt Gingrich, Senate Majority Leader Bob Dole, Republican 
National Committee Chairman Haley Barbour,'' Federal News Service, Jan. 
6, 1995, available from LexisNexis (database online), accessed May 1, 
2004.

                         Leadership Coordination

  No Speaker can change the nature of the Senate, but many have 
succeeded in working with Senate leaders to ensure that the key pieces 
of their legislative agenda do not die in the other Chamber. To varying 
degrees since the 19th century, Speakers have met with Senate leaders to 
plan or discuss major policy proposals and strategy. Coordination 
between the Chamber leaders is largely ad hoc, depending partially on 
the personalities of the leaders as well as the preferences of the 
majority party in each Chamber.
  At the very least, the leaders coordinate dates for adjournment, since 
the Constitution forbids either Chamber from adjourning for more than 3 
days without the consent of the other (Article I, Section 5). They have 
also met regularly at various formal party or government events and 
served together on a myriad of commissions. The Speaker and the Senate 
majority leader have also long met jointly with the President, although 
the timing and agenda of these meetings are generally dictated by the 
President.\5\
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\5\ Steven S. Smith, ``Forces of Change in Senate Party Leadership,'' in 
Lawrence C. Dodd and Bruce I. Oppenheimer, eds., Congress Reconsidered, 
5th ed. (Washington: CQ Press, 1993), p. 277; Walter Kravitz, 
``Relations Between the Senate and the House of Representatives: The 
Party Leadership,'' in Policymaking Role of Leadership in the Senate: A 
Compilation of Papers Prepared for the Commission on the Operation of 
the Senate (Washington: GPO, 1976), p. 128.
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  The Speaker does not, however, just meet Senate leaders at formal 
events or at the White House. The Chamber leaders also meet to 
accomplish several legislative goals. Sometimes the leaders meet to 
discuss the measures they plan to bring to the floor in the coming 
weeks, but often, the leaders simply inform each other of their 
Chamber's actions, without attempting to coordinate or to even consult 
about their actions.\6\ Such information can prove particularly useful 
at the end of a session when decisions about when, or whether, to 
consider a bill can determine its fate. Any bill that has not passed 
both Chambers in the same form at the end of a Congress dies. The 
frequency of bicameral leadership meetings and less formal contacts 
rises considerably at the end of a session.
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\6\ Barbara Sinclair, Majority Leadership in the U.S. House (Baltimore, 
MD: Johns Hopkins University Press, 1983), p. 113.
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  At bicameral leadership meetings, the Speaker and his lieutenants 
might also discuss legislative strategy with Senate leaders. The leaders 
might agree, for example, that one Chamber should act before the other 
on a major piece of legislation. Passage of a bill by one Chamber might 
provide the momentum or public attention necessary to carry the bill 
through the other Chamber. Alternatively, the Speaker might urge the 
Senate to act first because he does not want to consume the precious 
time of the House to consider a measure that has little chance of 
passing the Senate. The Chamber leaders might agree to assign identical 
numbers (such as H.R. 1 and S. 1) to legislation to spotlight the issue 
as an agenda priority.
  The frequency and nature of the coordination between the Speaker and 
Senate leaders apparently depends to some extent on the individuals 
holding the offices. The relationship between Speaker Sam Rayburn (D-TX; 
1955-1961) and Senate Majority Leader Lyndon Johnson (D-TX) in the 
fifties is generally held up as the quintessential example of a close 
personal bond between Chamber leaders.\7\ Rayburn had been a mentor to 
Johnson when he served in the House, and they capitalized on their well-
established friendship to turn bills into law.
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\7\ Robert A. Caro, Master of the Senate (New York: Alfred A. Knopf, 
2002); Ralph K. Huitt, ``Democratic Party Leadership in the Senate,'' 
American Political Science Review, vol. 55, no. 2, June, 1961, p. 338.
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  The press could not help but compare the relationship of Rayburn's 
successor, John McCormack (D-MA; 1962-1971) with Senate Majority Leader 
Mike Mansfield (D-MT). One reporter described the leaders' relations in 
1962 as not yet approaching ``in intimacy or effectiveness the alliance 
of Rayburn and Johnson.'' \8\ After Richard M. Nixon succeeded Lyndon 
Johnson as President, another journalist reported that McCormack and 
Mansfield rarely coordinated with each other. At times they would 
disagree with each other publicly over policy issues or even about how 
to best process legislation through both Chambers. The Senate leader 
told reporters in 1969 there was ``no need for more formal party 
coordination between the House and Senate. Each should conduct its own 
business and consult when it has problems.'' \9\
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\8\ David S. Broder, `` `The Other Body'--Not `the Upper House,' '' New 
York Times, May 20, 1962, p. SM23.

\9\ Richard L. Lyons, ``Democratic Leadership Gap Widens,'' Washington 
Post, May 21, 1969, p. A1.
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  The nature of bicameral leadership coordination has also varied with 
changes in party control of the Chambers and the White House. If the 
House and Senate are controlled by opposite parties, coordination can be 
even more challenging. A congressional scholar and former staff member 
in the House majority leader's office reported that monthly bicameral 
leadership meetings, infrequently productive under unified control, 
disappeared almost entirely during the divided control of the 97th 
Congress (1981-1982). The scholar quotes one participant of the 
bicameral leadership meetings as saying, ``They do what they want to do 
and we do what we want to do and we try to agree on an adjournment 
date.'' \10\ The sentiment was echoed by a long-time Senate staffer who 
claimed the Senate Republican Leader Howard Baker (R-TN) was in constant 
contact not with the Democratic Speaker but with the House minority 
leader. The Senate leader did not otherwise actively work with the 
House. ``We did our own thing,'' the staffer said, ``whatever it was.'' 
\11\
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\10\ Barbara Sinclair, Majority Leadership in the U.S. House, p. 114.

\11\ ``William F. Hildenbrand, Secretary of the Senate, 1981-1985,'' 
(Washington: Senate Historical Office, Oral History Interviews), p. 326.
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  If the House is controlled by the party in opposition to the 
President, then the Speaker might seek to coordinate with the Senate in 
the hopes of building a strong response to the policy platforms of the 
Executive. For example, when the Democrats gained control of the House, 
but not the Senate, in the 72d Congress (1931-1933), they formed a joint 
policy committee. The committee was created to shape the party's 
legislative program and determine how much support to give to the 
program of the Republican President Hoover.\12\ Speaker John Garner (D-
TX; 1931-1933), according to one source, opposed the creation of the 
committee, but the party caucus voted for its formation.\13\ Garner 
appointed the House membership of the committee, convened its meetings 
in his office, and together with Senate Minority Leader Joseph T. 
Robinson (D-AR) acted as its spokesman.
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\12\ Richard V. Oulahan, ``Sense of Duty Prevails: Democrats Form 
Senate-House Board to Deal With Hoover Program,'' New York Times, Dec. 
8, 1931, p. 1.

\13\ W.H. Humbert, ``The Democratic Joint Policy Committee,'' American 
Political Science Review, vol. 26, no. 3, June 1932, pp. 552-554.

      Challenges of Leadership Coordination in the Post-Reform Era

  The significant challenges to bicameral leadership coordination have 
become even greater since the major institutional reforms of the 
midseventies. Political scientists generally describe the reform era of 
the 20th century as a shift from committee-dominated policymaking to a 
more participatory process involving junior Members and granting new 
powers to individual Members.\14\ The institutional changes made by both 
Chambers in the seventies magnified the differences in House and Senate 
procedures.
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\14\ Roger H. Davidson, ``The Emergence of the Postreform Congress,'' in 
Roger H. Davison, ed., The Postreform Congress (New York: St. Martin's 
Press, 1992); Steven S. Smith, Call to Order: Floor Politics in the 
House and Senate (Washington: Brookings Institution, 1989).
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  While the weakening of committee chairs in the House was accompanied 
by a rise in the powers of the Speaker, no such centralization of power 
occurred in the Senate. In the last 30 years, the Speaker gained the 
power to refer bills to multiple committees and the Rules Committee 
became an arm of party leadership. Changes to the committee assignment 
process in the House also increased the power of the Speaker.\15\ The 
Senate majority leader, in contrast, gained no such increased authority 
over agenda-setting or debate control. Committee autonomy declined in 
the Senate as well as the House, but influence in the Senate was 
transferred to individual Members not to party leaders.\16\ ``In the 
contemporary Congress,'' a legislative scholar noted in the late 
nineties, ``the legislative process in the two chambers is more distinct 
in form and in results than ever before.'' \17\ In short, rising 
individualism, especially when combined with the recent rise in 
partisanship, have made leading the Senate in the past 30 years 
extremely challenging.\18\
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\15\ Ronald M. Peters, Jr. ``The Changing Speakership,'' Chap. 1, infra.

\16\ Barbara Sinclair, The Transformation of the U.S. Senate (Baltimore, 
MD: Johns Hopkins University Press, 1989), p. 2; Christopher J. Deering 
and Steven S. Smith, Committees in Congress, 3d ed. (Washington: CQ 
Press, 1997), p. 183.

\17\ Barbara Sinclair, ``Party Leaders and the New Legislative 
Process,'' in Lawrence C. Dodd and Bruce I. Oppenheimer, eds., Congress 
Reconsidered, 6th ed. (Washington: CQ Press, 1997), p. 244.

\18\ Smith, ``Forces of Change in Senate Party Leadership,'' Congress 
Reconsidered, 5th ed., p. 273.
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  The Speaker and his lieutenants have attempted to meet the challenge 
of an often slow-moving, if not obstructionist, Senate. According to a 
long-time observer of Congress, formal contact between the Speaker and 
the Senate majority leader increased in the eighties.\19\ Speaker James 
Wright (D-TX; 1987-1989) and Senate Majority Leader Robert Byrd (D-WV) 
reportedly took turns hosting bi-weekly breakfast meetings which later 
became weekly meetings. The staffs of the Speaker and the Senate 
majority leader also stay in constant contact. After his election as 
party leader, current Speaker Dennis Hastert (R-IL; 1999-  ) designated 
a staff member to serve as his Deputy Chief of Staff for Bicameral and 
Intergovernmental Affairs. In the current Congress, House and Senate 
leadership aides reportedly meet every Wednesday that Congress is in 
session.
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\19\ Barbara Sinclair, Legislators, Leaders, and Lawmaking (Baltimore, 
MD: Johns Hopkins University Press, 1995), p. 83.
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  The Speaker and other leaders in the post-reform House have become 
more involved in determining the substance of legislation.\20\ The 
Speaker, for example, might strive to shape legislation so it passes by 
a wide enough margin to send a message to the Senate regarding its broad 
support. Special meetings with Senate leaders might be called to discuss 
specific pieces of legislation.
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\20\ Sinclair, ``Party Leaders and the New Legislative Process,'' 
Congress Reconsidered, 6th ed., p. 236.
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  Furthermore, the Speaker and the Senate majority leader in recent 
Congresses have been more directly involved in conference committee 
negotiations. The two leaders may even meet prior to the appointment of 
a conference committee to reach an agreement about the legislative 
vehicle.\21\ In the midseventies, it was reported that ``as a rule'' 
party leaders do not ``inject themselves into conference negotiations 
unless asked to do so.'' \22\ If this was a rule in an earlier era, it 
is followed less often today. Although usually not named as managers, 
leaders of both Chambers often meet with the committee members serving 
as conferees. The Speaker and other party leaders are more likely to 
become involved when conference negotiations are expected to be 
difficult, or when the talks break down. The Speaker can help in behind-
the-scenes dealmaking because of his influence over other aspects of the 
legislative process that sometimes become key bargaining chips in 
difficult negotiations. If House and Senate conferees reach a stalemate, 
they may seek assistance from their leaders, in part because party 
leadership is often in a better position to judge what compromise the 
Chamber as a whole might accept. The Speaker might also be called upon 
to mediate policy disputes between Representatives and Senators of the 
same party.\23\
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\21\ Emily Pierce, ``What's Driving: This Week's Agenda,'' Roll Call, 
Sept. 2, 2003, available from LexisNexis (database online), accessed May 
1, 2004.; Tim Curran, ``Leaders Consider Election Reform Strategy,'' 
Roll Call, March 7, 1994, available from LexisNexis (database online), 
accessed May 1, 2004.

\22\ Kravitz, ``Relations Between the Senate and the House of 
Representatives: The Party Leadership,'' Policymaking Role of Leadership 
in the Senate: A Compilation of Papers Prepared for the Commission on 
the Operation of the Senate, p. 131.

\23\ Emily Pierce, ``Tax Conference Getting Parental Supervision,'' Roll 
Call, May 22, 2003, available from LexisNexis (database online), 
accessed May 1, 2004.

                          Conference Committees

  Forging relationships with Senate leaders is only one avenue of 
bicameral coordination the Speaker pursues. After a major piece of 
legislation passes both Chambers, the House and Senate usually resolve 
their disagreements over the legislation in a conference committee. 
Traditionally, the Speaker never appoints himself to a conference 
committee, but this norm has not diminished his role in the crucial 
final negotiations on the major pieces of legislation in a Congress. In 
addition to his informal role in bicameral negotiations, the Speaker 
chooses the Members who will represent the position of the House in 
conference.
  The selection of managers has clear implications on the content of a 
conference committee report and, in fact, on the success of a conference 
committee. Service on a conference committee carries with it the 
potential for enormous influence in the version of the legislation that 
will most likely become law. Conference committees report, at a time of 
their choosing, agreements that cannot be amended. Furthermore, despite 
some restrictions placed on conference committee reports by Chamber 
rules and precedents, conference reports sometimes include provisions 
not previously considered by either Chamber. In other words, provisions 
of law are sometimes drafted within a conference committee.
  The Speaker takes care in selecting Representatives to serve on 
conference because their policy positions and personalities can affect 
the outcome of the conference committee. Members who feel strongly that 
the House version is the best policy solution will likely be less 
willing to compromise with the Senate. Also, some Members are more 
skilled at the arts of negotiation than others. Most of the time, 
conferees come from the standing committees with jurisdiction over the 
bill, and sometimes past interactions between House and Senate members 
of committees can influence the bargaining sessions. Some Members have 
built up trust or reputations for fairness among them. The Speaker might 
take these factors into account when choosing conferees.
  The Speaker has appointed House managers since the First Congress, 
although this authority was not specifically codified in House rules 
until 1890.\24\ Even when the House stripped the Speaker of the power to 
appoint standing committees in 1911, it preserved the right of the 
Speaker to appoint conferees. Rulings in the early 20th century 
confirmed the authority of the Speaker to determine how many House 
conferees will be sent to negotiate with the Senate conferees. In 1913, 
a Representative made a motion to instruct the Speaker to appoint seven 
conferees. Another Member raised a point of order against the motion, 
arguing that it was entirely within the Speaker's discretion to 
determine the size of the conference delegation. Speaker James ``Champ'' 
Clark (D-MO; 1911-1919) agreed, sustaining the point of order and 
appointing three conferees.\25\ The ruling was cemented in 1932 when 
Speaker John Garner (D-TX; 1931-1933), in response to a parliamentary 
inquiry, replied that ``you can not direct the Speaker as to the number 
or the manner in which conferees shall be appointed.'' \26\
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\24\ The 1890 rule was omitted in the following two Congresses, when 
party control of the House changed, and restored in 1895. Neither the 
adoption nor omission of the rule affected House practice (Asher Hinds, 
Hinds Precedents of the House of Representatives, vol. IV,  4470 
(Washington: GPO, 1907), pp. 896-897)

\25\ Congressional Record, 63d Cong., 1st sess., vol. 56, Dec. 20, 1913, 
p. 1316. Cited in Clarence Cannon, Cannon's Precedents of the House of 
Representatives, vol. VIII,  3221 (Washington: GPO, 1936), p. 716.

\26\ Congressional Record, 72d Cong., 1st sess., vol. 75, June 24, 1932, 
p. 13879. Cited in Cannon, Cannon's Precedents of the House of 
Representatives, vol. VIII,  3220, p. 716.
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  To be sure, the rules and precedents have long granted the Speaker 
wide authority in selecting members of conference committees. The 
discretion exercised by the Speaker in appointing managers to 
conference, however, has varied over time. Since the 1880s the Speaker 
has generally appointed members from the standing committee of 
jurisdiction.\27\ Conferees, again by long-standing tradition, also 
represent the major partisan divisions of a Congress. The selection of 
conferees is sometimes described as a consultative process between the 
committee chair and ranking member, who then pass their recommendations 
on to the Speaker.\28\ The Speaker need not simply follow the 
recommendations of the committee leaders, although he often does.
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\27\ Elizabeth Rybicki, ``Resolving Bicameral Differences in Congress,'' 
Paper presented at the 2003 Annual Meeting of the American Political 
Science Association, p. 19.

\28\ Lawrence D. Longley and Walter J. Oleszek, Bicameral Politics: 
Conference Committees in Congress (New Haven, CT: Yale University Press, 
1989), pp. 178-181; Resolving Legislative Differences in Congress: 
Conference Committees and Amendments Between the Houses, by Stanley 
Bach, CRS Report 98-696.
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  Until the second decade of the 20th century, the Speaker generally 
followed norms of conference appointment that seem to have limited his 
discretion in the selection of conferees. Nearly all House conference 
committee delegations were composed of three Representatives, usually 
the committee chair, the ranking member, and another majority party 
member of the committee of jurisdiction. Variation from the norm of 
appointing three senior members of the standing committee of 
jurisdiction was unusual, and in some cases controversial. Nevertheless, 
at times Speakers did appoint more than three conferees, or members who 
did not serve on the committee of jurisdiction, in order to create a 
delegation that could better represent the policy position of the House 
majority.
  In 1900, for example, Speaker David Henderson (R-IA; 1899-1903) faced 
a situation where members from the committee of jurisdiction appeared to 
be poor representatives of the House position. The House had voted to 
instruct the conferees on the naval appropriation bill not to include a 
specific provision in the conference report. The Speaker, following the 
norm, had appointed three members from the committee of jurisdiction to 
represent the House in conference. The conferees met with the Senate 
conferees, and then they presented to the House a report that included 
the language they had been instructed to omit. The House conferees 
claimed that the Senate conferees insisted on the provision. The House 
rejected the report and asked the Senate for a further conference. The 
Speaker, in what has been perceived as an instance of ``discipline by 
the House of its conferees'' appointed a new delegation to represent the 
House in these negotiations.\29\ None of these members served on the 
committee of jurisdiction, and the Speaker's announcement of the new 
conferees led to ``a buzz of surprised comment.'' \30\ The new 
conferees, however, could no more convince the Senate to take the House 
position on the contested provision than the original conferees, and the 
House eventually yielded to the position of the Senate.
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\29\ Ada C. McCown, The Congressional Conference Committee (New York: 
AMS Press, Inc., 1967), p. 153.

\30\ ``Contest of the Two Houses,'' New York Times, June 7, 1900, p. 2.
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  In another example, Speaker Joseph Cannon (R-IL; 1903-1911) discarded 
the generally well-followed appointment norms in the hopes of 
influencing the conference committee outcome on the 1909 tariff 
bill.\31\ Cannon selected nine members from the committee of 
jurisdiction, but he did not follow the norm of appointing more senior 
members before junior members. Cannon explained that he selected 
conferees in order to assure that the House was well represented 
geographically; indeed, he chose three members from the East, three from 
the West, and three from the South. According to press reports at the 
time, however, these appointments also happened to tilt the conference 
committee in a particular policy direction. ``The fact is not 
overlooked,'' the Washington Post reported, ``that by this arrangement 
Speaker Cannon has been able to eliminate from consideration on the 
conference committee . . . the most aggressive and persistent fighter 
for the free-war-material policy.'' \32\
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\31\ DeAlva Stanwood Alexander, History and Procedure of the House of 
Representatives (New York: Burt Franklin, 1916), p. 228.

\32\ ``Cannon Selects Nine,'' Washington Post, July 10, 1909, p. 4.
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  While Cannon's decision to appoint nine conferees to the 1909 Tariff 
Conference was met with some disapproval, critics noted that the 
appointment of more than three conferees, especially on major 
legislation, was not unprecedented. Indeed, starting in the 1880s the 
Speaker occasionally appointed larger conference delegations to consider 
the most important policy questions of the day. In 1883, Speaker J. 
Warren Kiefer (R-OH; 1881-1883) appointed five managers to a conference 
committee on a highly controversial tariff bill.\33\ Speaker Reed 
appointed eight conferees to consider a tariff bill in 1897, and Speaker 
Cannon appointed five Representatives to consider a Philippine Islands 
measure in 1905.
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\33\ Congressional Record, 47th Cong., 2d sess., vol. 14, Feb. 27, 1883, 
p. 3356.
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  Over the course of the 20th century, the Speaker began to appoint 
larger delegations to conference. By the thirties, the average size of a 
House delegation had risen to five members.\34\ The Speaker continued to 
appoint just three Representatives to some conference committees, but 
generally the smaller delegations considered measures that were 
important to fewer Members. The average size of House delegations 
increased gradually throughout the forties and fifties (Figure 1). While 
most contained 5 or fewer members, the delegations on the major 
appropriation bills, for example, often consisted of 10 or more 
representatives.
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\34\ Cannon, Cannon's Precedents of the House of Representatives, vol. 
VIII,  3221, p. 716.
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  Anecdotal evidence suggests that past Speakers have, at least on 
occasion, taken advantage of the discretion granted to them by House 
rules to appoint conference delegations to serve the policy or political 
goals of their party. Such qualitative accounts cannot answer the 
questions of how often and under what conditions the Speaker is likely 
to diverge from committee recommendations or appointment norms, and 
there is no attempt to answer those questions here.\35\ Instead, the 
discussion below simply aims to demonstrate that, in the last 30 years, 
institutional changes and new practices have increased the potential for 
the Speaker to exercise discretion in the selection of House managers.
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\35\ Political scientists have recently attempted to assess more 
precisely the influence of the Speaker in conference committee 
appointments in the modern era. See, for example, Jeff Lazarus and 
Nathan W. Monroe, ``The Speaker's Discretion: Conference Committee 
Appointments from the 96th-104th Congress,'' Paper presented at the 2003 
Annual Meeting of the Midwest Political Science Association; Jeff 
Lazarus and Nathan W. Monroe, ``The Speaker's Discretion: Conference 
Committee Appointments from the 97th-106th Congress,'' Paper presented 
at the 2003 Annual Meeting of the American Political Science 
Association; Jamie L. Carson and Ryan J. Vander Wielen, ``Legislative 
Politics in a Bicameral System: Strategic Conferee Appointments in the 
U.S. Congress,'' Paper presented at the 2002 Annual Meeting of the 
Northeastern Political Science Association.


  Figure 1.--Average Size of House and Senate Conference Delegations, 
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                     Selected Congresses, 1855-2000.

       Increased Discretion of the Speaker in the Post-Reform Era

  The major committee reforms of the seventies weakened the norm of 
appointing senior committee members to conference committee, and, as a 
result, strengthened the Speaker's ability to shape conference committee 
membership. The House modified the standing rule granting the Speaker 
the authority to appoint conferees twice in that decade.\36\ In 1975, 
the House amended the rule to direct the Speaker to appoint conferees 
who ``generally supported the House position as determined by the 
Speaker.'' \37\ In 1977, the rule was modified again, this time to 
direct the Speaker to appoint Representatives who were ``the principal 
proponents of the major provisions of the bill or resolution.'' \38\ The 
new language, according to Majority Leader James Wright (D-TX), would 
encourage the Speaker to ``consider appointing sponsors of major 
successful amendments which have been adopted on the floor of the 
House.'' \39\ In both instances, the aim of the reformers was to 
increase the influence of rank-and-file members in the crucial 
conference committee stage of the legislative process. The Speaker, as 
leader of the majority party, was expected to appoint members who 
represented the position of the House.
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\36\ See House Rule 1, clause 11 for the full guidelines the Speaker is 
expected to follow in the selection of conferees during the 108th 
Congress.

\37\ Congressional Record, 93d Cong., 1st sess., vol. 119, Oct. 8, 1974, 
p. 34470.

\38\ Congressional Record, 95th Cong., 1st sess., vol. 123, Jan. 4, 
1977, p. 53.

\39\ Congressional Record, 95th Cong., 1st sess., vol. 123, Jan. 4, 
1977, p. 55.
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  Neither of these rules changes had as significant an impact on the 
role of the Speaker in conferee appointment, however, as a 1975 rule 
granting the Speaker the authority to refer bills to more than one 
standing committee. Multiple referral transformed the composition of 
conference committees and increased the discretion of the Speaker in the 
selection of conferees.\40\ When multiple committees consider a bill, 
the Speaker must decide how the various committees should be represented 
on the conference committee. Instead of taking the recommendations of a 
single chair, the Speaker may have to work with and coordinate among 
several committee chairs and their requests for representation on a 
conference committee. If disputes arise among committee chairs, they 
often call on party leadership to resolve the policy conflicts.
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\40\ Garry Young and Joseph Cooper, ``Multiple Referral and the 
Transformation of House Decision Making,''  Congress Reconsidered, 5th 
ed., p. 226; Walter J. Oleszek, ``House-Senate Relations: A Perspective 
on Bicameralism,'' The Postreform Congress, p. 205.
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  The new referral practices also make it more likely that the Speaker 
will limit the negotiating authority of a conferee. The Speaker has the 
ability to appoint what are sometimes called ``limited purpose'' 
conferees, or members appointed to consider only selected matters in 
disagreement with the Senate. If only a portion of a measure falls under 
the jurisdiction of a standing committee, for example, the Speaker may 
appoint conferees from that committee only for the purposes of 
considering those matters within their jurisdiction. Prior to the 
seventies, the Speaker rarely appointed limited purpose conferees, 
although he did so under certain circumstances. In 1950, for example, 
the general appropriation bills were combined into a single omnibus 
bill, and Speaker Rayburn appointed a unique set of managers 
(corresponding with the Appropriations subcommittees) to negotiate over 
each chapter of the omnibus bill.\41\
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\41\ Constitution, Jefferson's Manual, and Rules of the House of 
Representatives, H. Doc. 107-284, 107th Cong., 2d sess. (Washington: 
GPO), p. 284; Congressional Record, 81st Cong., 2d sess., vol. 96, Aug. 
7, 1950, pp. 11894-11895.
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  After the Speaker was given the authority to refer bills to more than 
one committee, he also began to appoint limited purpose conferees more 
often. From the 91st through the 94th Congress (1969-1976), the Speaker 
appointed limited purpose conferees on only three bills. In contrast, in 
the four Congresses (1977-1984) following the emergence of multiple 
referral, the Speaker set limited authority for conferees on 61 bills, 
or an average of 15 measures per Congress. At the start of the 102d 
Congress (1991-1992), Speaker Thomas Foley (D-WA; 1989-1995) announced 
that he intended to simplify the appointment of conferees,\42\ but the 
appointment of complex conference delegations has continued to the 
present day. In the 107th Congress (2001-2002), the Speaker appointed 
limited purpose conferees on 10 out of the 37 measures the Chambers 
agreed to send to conference.
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\42\ Congressional Record, 102d Cong., 1st sess., vol. 137, Jan. 3, 
1991, p. H31.
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  The option to appoint a conferee for a single purpose can be an 
important tool of the Speaker. It allows the Speaker to name 
Representatives with the most knowledge about portions of legislation as 
negotiators, without granting them influence over the entire compromise 
package. If a Member best represents the House or the party on only one 
element of the legislation, the Speaker can limit his or her involvement 
in conference negotiations to that element.
  Since the reforms of the seventies, the norm of the small conference 
delegation has disappeared, giving the Speaker more flexibility to 
determine the size of the House delegation. In the last 30 years, the 
Speaker has appointed more Representatives to conference committees than 
he did in earlier eras (Figure 1). In the 94th Congress (1975-1976), for 
example, the average size of a House delegation was 10 Members, and 98 
percent of all conference committees had delegations larger than 5 
Members. The size of conference committees continued to rise throughout 
the eighties and nineties. To some extent, the average number of 
delegates is driven upward by a few mega-conferences each Congress. In 
the 100th Congress (1987-1988), for example, the Speaker appointed 155 
delegates to the conference on the omnibus trade bill.\43\ Yet even 
excluding the huge conferences, the average size of both House and 
Senate delegations grew in the second half of the 20th century.
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\43\ Longley and Oleszek, Bicameral Politics: Conference Committees in 
Congress, p. 67.
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  While the historical evidence suggests that the Speaker has long taken 
advantage of the power to appoint conferees, since the seventies the 
Speaker has had a greater capacity to exercise discretion over the 
composition of the House delegation. The Speaker's ability to use 
conference assignments as a mechanism to influence conference outcomes 
was rather limited, both by the size of the conference and the norm of 
appointing the two party leaders from the committee. In the modern 
Congress, the rules and practices leave the Speaker with more authority 
over conference composition. The most recent rules change in the 103d 
Congress (1993-1994) granted the Speaker the authority to add, or 
remove, conferees after the initial appointment.\44\ Regardless of how 
often the Speaker actually exercises this power, the rules change could 
potentially increase his influence over conference committees. Conferees 
are aware that the Speaker can remove them from the committee or add 
enough other Members to the conference to ensure a majority will sign 
the conference report.
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\44\ Congressional Record, 103d Cong., 1st sess., vol. 139, Jan. 5, 
1993, p. 49.

                               Conclusion

  Over the past century, the Speaker has helped transform policy 
proposals into law by working informally with Senate leadership and by 
applying his formal conference appointment powers to further the goals 
of a majority of the House. The Speaker's role in bicameral coordination 
in the modern era is particularly challenging. The equal distribution of 
power in the Senate, one result of the seventies reforms, makes that 
body difficult to lead. The Speaker must coordinate not just with Senate 
party and committee leaders, but with other Senators, who, in the modern 
era, are more likely to be interested in a broad array of issues and are 
more likely to exercise their individual prerogatives afforded under the 
rules of the Senate.
  The modern Speaker also has greater responsibilities in the 
appointment of House conferees. The advent of multiple referral and 
other rules changes have left the Speaker with the ability to determine 
not just who will serve as conferees, but how many will serve, what 
committees they will represent, and what portions of the legislation 
they will consider. The most recent rules change also allows the Speaker 
to add or remove conferees from the committee during the negotiations.
  The changes in rules and practices that occurred three decades ago 
continue to shape the role of the Speaker in bicameral relations. It 
remains to be seen whether the duties of the Speaker in the two 
principal devices of bicameral coordination, leadership cooperation and 
conference committees, will continue to grow. It seems likely that the 
Speaker's role in bicameral relations will vary, as it has in the past, 
with changes in the membership and institutions of Congress.