Building Regional Cyber Coalitions: Reimagining CISA’s JCDC to Empower Mission-Focused Cyber Professionals Across the Nation

State, local, tribal, and territorial governments along with Critical Infrastructure Owners (SLTT/CIs) face escalating cyber threats but struggle with limited cybersecurity staff and complex technology management. Relying heavily on private-sector support, they are hindered by the private sector’s lack of deep understanding of SLTT/CI operational environments. This gap leaves SLTT/CIs vulnerable and underprepared for emerging threats all while these practitioners on the private sector side end up underleveraged.

To address this, CISA should expand the Joint Cyber Defense Collaborative (JCDC) to allow broader participation by practitioners in the private sector who serve public sector clients, regardless of the size or current affiliation of their company, provided they can pass a background check, verify their employment, and demonstrate their role in supporting SLTT governments or critical infrastructure sectors. 

Challenge and Opportunity

State, local, tribal, and territorial (SLTT) governments face a significant increase in cyber threats, with incidents like remote access trojans and complex malware attacks rising sharply in 2023. These trends indicate not only a rise in the number of attacks but also an increase in their sophistication, requiring SLTTs to contend with a diverse and evolving array of cyber threats.The 2022 Nationwide Cybersecurity Review (NCSR) found that most SLTTs have not yet achieved the cybersecurity maturity needed to effectively defend against these sophisticated attacks, largely due to limited resources and personnel shortages. Smaller municipalities, especially in rural areas, are particularly impacted, with many unable to implement or maintain the range of tools required for comprehensive security. As a result, SLTTs remain vulnerable, and critical public infrastructure risks being compromised. This urgent situation presents an opportunity for CISA to strengthen regional cybersecurity efforts through enhanced public-private collaboration, empowering SLTTs to build resilience and raise baseline cybersecurity standards.

Average cyber maturity scores for the State, Local, Tribal, and Territorial peer groups are at the minimum required level or below. Source: Center for Internet Security

Average cyber maturity scores for the State, Local, Tribal, and Territorial peer groups are at the minimum required level or below. Source: Center for Internet Security

Furthermore, effective cybersecurity requires managing a complex array of tools and technologies. Many SLTT organizations, particularly those in critical infrastructure sectors, need to deploy and manage dozens of cybersecurity tools, including asset management systems, firewalls, intrusion detection systems, endpoint protection platforms, and data encryption tools, to safeguard their operations.

An example of the immense array of different combinations of cybersecurity tools that could comprise a full suite necessary to implement baseline cybersecurity controls. Source: The Software Analyst Newsletter

An example of the immense array of different combinations of cybersecurity tools that could comprise a full suite necessary to implement baseline cybersecurity controls. Source: The Software Analyst Newsletter

The ability of SLTTs to implement these tools is severely hampered by two critical issues: insufficient funding and a shortage of skilled cybersecurity professionals to operate such a large volume of tools that require tuning and configuration. Budget constraints mean that many SLTT organizations are forced to make difficult decisions about which tools to prioritize, and the shortage of qualified cybersecurity professionals further limits their ability to operate them. The Deloitte-NASCIO Cybersecurity Study highlights how state Chief Information Security Officers (CISOs) are increasingly turning to the private sector to fill gaps in their workforce, procuring staff-augmentation resources to support security control deployment, management of Security Operations Centers (SOCs), and incident response services.

Figure 3: The Top 5 Security Concerns for Nationwide Cybersecurity Review Respondents include lack of sufficient funding and inadequate availability of cybersecurity professionals. Source: Centers for Internet Security.

The Top 5 Security Concerns for Nationwide Cybersecurity Review Respondents include lack of sufficient funding and inadequate availability of cybersecurity professionals. Source: Centers for Internet Security.

What Strong Regionalized Communities Would Achieve

This reliance on private-sector expertise presents a unique opportunity for federal policymakers to foster stronger public-private partnerships. However,  currently, JCDC membership entry requirements are vague and appear to favor more established companies, limiting participation from many professionals who are actively engaged in this mission. 

The JCDC is led by CISA’s Stakeholder Engagement Division (SED) which also serves as the agency’s hub for the shared stakeholder information that unifies CISA’s approach to whole-of-nation operational collaboration. One of the Joint Cyber Defense Collaborative’s (JCDC) main goals is to “organize and support efforts that strengthen the foundational cybersecurity posture of critical infrastructure entities,” ensuring they are better equipped to defend against increasingly sophisticated threats

Given the escalating cybersecurity challenges, there is a significant opportunity for CISA to enhance localized collaboration between the public and  private sectors in the form of improving the quality of service delivery that personnel at managed service providers and software companies can provide. This helps SLTTs/CIs close the workforce gap, allows vendors to create new services focused on SLTT/CIs consultative needs, and boosts a talent market that incentivizes companies to hire more technologists fluent in the “business” needs of SLTTs/CIs. 

Incentivizing the Private Sector to Participate

With intense competition for market share in cybersecurity, vendors will need to provide good service and successful outcomes in order to retain and grow their portfolio of business. They  will have to compete on their ability to deliver better, more tailored service to SLTTs/CIs and pursue talent that is more fluent in government operations, which incentivizes candidates to build great reputations amongst SLTT/CI customers.

Plan of Action

Recommendation 1. Community Platform

To accelerate the progress of CISA’s mission to improve the cyber baseline for SLTT/CIs, the Joint Cyber Defense Collaborative (JCDC) should expand into a regional framework aligned with CISA’s 10 regional offices to support increasing participation. The new, regionalized JCDC should facilitate membership for all practitioners that support the cyber defense of SLTT/CIs, regardless of whether they are employed by a private or public sector entity. With a more complete community, CISA will be able to direct focused, custom implementation strategies that require deep public-private collaboration.

Participants from relevant sectors should be able to join the regional JCDC after passing background checks, employment verification, and, where necessary, verification that the employer is involved in security control implementation for at least one eligible regional client. This approach allows the program to scale rapidly and ensures fairness across organizations of all sizes. Private sector representatives, such as solutions engineers and technical account managers, will be granted conditional membership to the JCDC, with need-to-know access to its online resources. The program will emphasize the development of collaborative security control implementation strategies centered around the client, where CISA coordinates the implementation functions between public and private sector staff, as well as between cybersecurity vendors and MSPs that serve each SLTT/CI entity.

Recommendation 2. Online Training Platform

Currently, CISA provides a multitude of training offerings both online and in-person, most of which are only accessible by government employees. Expanding CISA’s training offerings to include programs that teach practitioners at MSPs and Software Companies how to become fluent in the operation of government is essential for raising the cybersecurity baseline across various National Cybersecurity Review (NCSR) areas with which SLTTs currently struggle. The training platform should be a flexible, learn-at-your-own-pace virtual learning platform, and CISA is encouraged to develop on existing platforms with existing user bases, such as Salesforce’s Trailhead. Modules should enable students around specific challenges tailored to the SLTT/CI operating environment, such as applying patches to workstations that belong to a Police or Fire Department, where the availability of critical systems is essential, and downtime could mean lives. 

The platform should offer a gamified learning experience, where participants can earn badges and certificates as they progress through different learning paths. These badges and certificates will serve as a way for companies and SLTT/CIs to understand which individuals are investing the most time learning and delivering the best service. Each badge will correspond to specific skills or competencies, allowing participants to build a portfolio of recognized achievements. This approach has already proven effective, as seen in the use of Salesforce’s Trailhead by other organizations like the Center for Internet Security (CIS), which offers an introductory course on CIS Controls v8 through the platform. 

The benefits of this training platform are multifaceted. First, it provides a structured and scalable way to upskill a large number of cybersecurity professionals across the country with a focus on tailored implementation of cybersecurity controls for SLTT/CIs. Second, the badge system incentivizes ongoing participation, ensuring that cybersecurity professionals can continue to maintain their reputation if they choose to move jobs between companies or between the public and private sectors. Third, the platform fosters a sense of community and collaboration around the client, allowing CISA to understand the specific individuals supporting each SLTT/CI organization, in the case that it needs to mobilize a team with both security knowledge and government operations knowledge around an incident response scenario.

Recommendation 3. A “Smart Rolodex”

A Customer Relationship Management (CRM) system should be integrated within CISA’s Office of Stakeholder Engagement to manage the community of cyber defenders more effectively and streamline incident response efforts. The CRM will maintain a singular database of regionalized JCDC members, their current company, their expertise, and their roles within critical infrastructure sectors. This system will act as a “smart Rolodex,” enabling CISA to quickly identify and coordinate with the most suitable experts during incidents, ensuring a swift and effective response. The recent recommendations by a CISA panel underscore the importance of this approach, emphasizing that a well-organized and accessible database is crucial for deploying the right resources in real-time and enhancing the overall effectiveness of the JCDC.

Recommendation 4. Establishment of Merit-Based Recognition Programs

Finally, to foster a sense of mission and camaraderie among JCDC participants, recognition programs should be introduced to increase morale and highlight above-and-beyond contributions to national cybersecurity efforts. Digital badges, emblematic patches, “CISA Swag” or challenge coins will be awarded as symbols of achievement within the JCDC, boosting morale and practitioner commitment to the greater mission. These programs will also enhance the appeal of cybersecurity careers, elevating those involved with the JCDC, and encouraging increased participation and retention within the JCDC initiative.

Cost Analysis

Estimated Costs and Justification

The proposed regional JCDC program requires procuring ~100,000 licenses for a digital communication platform (Based on Slack) across all of its regions and 500 licenses for a popular Customer Relationship Management (CRM) platform(Based on Salesforce) for its Office of Stakeholder Engagement to be able to access records. The estimated annual costs are as follows:

Digital Communication Platform Licenses:

CRM Platform Licenses:

Total Estimated Cost:

Buffer for Operational Costs: To ensure the program’s success, a buffer of approximately 15% should be added to cover additional operational expenses, unforeseen costs, and any necessary uplifts or expansions in features or seats. This does not take into consideration volume discounts that CISA would normally expect when purchasing through a reseller such as Carahsoft or CDW.

Cost Justification: Although the initial investment is significant, the potential savings from avoiding cyber incidents should far outweigh these costs. Considering that the average cost of a data breach in the U.S. is approximately $9.48 million, preventing even a few such incidents through this program could easily justify the expenditure

Conclusion

The cybersecurity challenges faced by State, Local, Tribal, and Territorial (SLTT) governments and critical infrastructure sectors are becoming increasingly complex and urgent. As cyber threats continue to evolve, it is clear that the existing defenses are insufficient to protect our nation’s most vital services. The proposed expansion of the Joint Cyber Defense Collaborative (JCDC) to allow broader participation by practitioners in the private sector who serve public sector clients, regardless of the size or current affiliation of their company presents a crucial opportunity to enhance collaboration, particularly among SLTTs, and to bolster the overall cybersecurity baseline.These efforts align closely with CISA’s strategic goals of enhancing public-private partnerships, improving the cybersecurity baseline, and fostering a skilled cybersecurity workforce. By taking decisive action now, we can create a more resilient and secure nation, ensuring that our critical infrastructure remains protected against the ever-growing array of cyber threats.

This action-ready policy memo is part of Day One 2025 — our effort to bring forward bold policy ideas, grounded in science and evidence, that can tackle the country’s biggest challenges and bring us closer to the prosperous, equitable and safe future that we all hope for whoever takes office in 2025 and beyond.

PLEASE NOTE (February 2025): Since publication several government websites have been taken offline. We apologize for any broken links to once accessible public data.

Creating a Science and Technology Hub in Congress

Congress should create a new Science and Technology (S&T) Hub within the Government Accountability Office’s (GAO) Science, Technology Assessment, and Analytics (STAA) team to support an understaffed and overwhelmed Congress in addressing pressing science and technology policy questions. A new hub would connect Congress with technical experts and maintain a repository of research and information as well as translate this material to members and staff. There is already momentum building in Congress with several recent reforms to strengthen capacity, and the reversal of the Chevron doctrine infuses the issue with a new sense of urgency. The time is now for Congress to invest in itself. 

Challenge and Opportunity

Congress does not have the tools it needs to contend with pressing scientific and technical questions. In the last few decades, Congress grappled with increasingly complex science and technology policy questions, such as social media regulation, artificial intelligence, and climate change. At the same time, its staff capacity has diminished; between 1994 to 2015, the Government Accountability Office (GAO) and Congressional Research Service (CRS), key congressional support agencies, lost about a third of their employees. Staff on key science related committees like the House Committee on Science, Space, and Technology fell by nearly half.

As a result, members frequently lack the resources they need to understand science and technology. “[T]hey will resort to Google searches, reading Wikipedia, news articles, and yes, even social media reports. Then they will make a flurry of cold calls and e-mails to whichever expert they can get on the phone,” one former science staffer noted. “You’d be surprised how much time I spend explaining to my colleagues that the chief dangers of AI will not come from evil robots with red lasers coming out of their eyes,” representative Jay Obernolte (R-CA), who holds a master’s degree in AI, told  The New York Times. And AI is just one example of a pressing science need Congress must handle, but does not have the tools to grapple with.

Moreover, reliance on external information can intensify polarization, because each side depends on a different set of facts and it is harder to find common ground. Without high-quality, nonpartisan science and technology resources, billions of dollars in funding may be allocated to technologies that do not work or policy solutions at odds with the latest science. 

Additional science support could help Congress navigate complex policy questions related to emerging research,  understand science and technologies’ impacts on legislative issues, and grapple with the public benefits or negative consequences of various science and technology issues. 

The Supreme Court’s 2024 decision in Loper Bright Enterprises v. Raimondo instills a new sense of urgency. The reversal of the decades old “Chevron deference,” which directed courts to defer to agency interpretations in instances where statutes were unclear or silent, means Congress will now have to legislate with more specificity. To do so, it will need the best possible experts and technical guidance. 

There is momentum building for Congress to invest in itself. For the past several years, the Select Committee on the Modernization of Congress (which became a permanent subcommittee of the Committee on House Administration) advocated for increases to staff pay and resources to improve recruitment and retention. Additionally, the GAO Science, Technology Assessment, and Analytics (STAA) team has expanded to meet the moment. From 2019 to 2022, STAA’s staff grew from 49 to 129 and produced 46 technology assessments and short-form explainers. These investments are promising but not sufficient. Congress can draw on this energy and the urgency of a post-Chevron environment to invest in a Science and Technology Hub. 

Plan of Action

Congress should create a new Science and Technology Hub in GAO STAA

Congress should create a Science and Technology Hub within the GAO’s STAA. While most of the STAA’s current work responds to specific requests from members, a new hub within the STAA would build out more proactive and exploratory work by 1) brokering long-term relationships between experts and lawmakers and 2) translating research for Congress. The new hub would maintain relationships with rank-and-file members, not just committees or leadership. The hub could start by advising Congress on emerging issues where the partisan battle lines have not been drawn, such as AI, and over time it will build institutional trust and advise on more partisan issues. 

Research shows that both parties respect and use congressional support agencies, such as GAO, so they are a good place to house the necessary expertise. Housing the new hub within STAA would also build on the existing resources and support STAA already provides and capitalizes on the recent push to expand this team. The Hub could have a small staff of approximately 100 employees. The success of recently created small offices such as the Office of Whistleblower Ombuds proves that a modest staff can be effective. In a post-Chevron world, this hub could also play an important role liaising with federal agencies about how different statutory formulations will change implementation of science related legislation and helping members and staff understand the ins and outs of the passage to implementation process. 

The Hub should connect Congress with a wider range of subject matter experts.

Studies show that researcher-policymaker interactions are most effective when they are long-term working relationships rather than ad hoc interactions. The hub could set up advisory councils of experts to guide Congress on different key areas. Though ad hoc groups of experts have advised Congress over the years, Congress does not have institutionalized avenues for soliciting information. The hub’s nonpartisan staff should also screen for potential conflicts of interest. As a starting point, these advisory councils would support committee and caucus staff as they learn about emerging issues, and over time it could build more capacity to manage requests from individual member officers. Agencies like the National Academies of Sciences, Engineering, and Medicine already employ the advisory council model; however, they do not serve Congress exclusively nor do they meet staff needs for quick turnaround or consultative support. The advisory councils would build on the advisory council model of the Office of Technology Assessment (OTA), an agency that advised Congress on science between the 1970s and 1990s. The new hub could take proactive steps to center representation in its advisory councils, learning from the example of the United Kingdom Parliament’s Knowledge Exchange Unit and its efforts to increase the number of women and people of color Parliament hears from. 

The Hub should help compile and translate information for Congress.

The hub could maintain a one-stop shop to help Congress find and understand data and research on different policy-relevant topics.  The hub could maintain this repository and draw on it to distill large amounts of information into memos that members could digest. It could also hold regular briefings for members and staff on emerging issues. Over time, the Hub could build out a “living evidence” approach in which a body of research is maintained and updated with the best possible evidence at a regular cadence. Such a resource would help counteract the effects of understaffing and staff turnover and provide critical assistance in legislating and oversight, particularly important in a post-Chevron world. 

Conclusion

Taking straightforward steps like creating an S&T hub, which brokers relationships between Congress and experts and houses a repository of research on different policy topics, could help Congress to understand and stay up-to-date on urgent science issues in order to ensure more effective decision making in the public interest.

This action-ready policy memo is part of Day One 2025 — our effort to bring forward bold policy ideas, grounded in science and evidence, that can tackle the country’s biggest challenges and bring us closer to the prosperous, equitable and safe future that we all hope for whoever takes office in 2025 and beyond.

PLEASE NOTE (February 2025): Since publication several government websites have been taken offline. We apologize for any broken links to once accessible public data.

Frequently Asked Questions
What other investments can Congress make in itself at this time?

There are a number of additional investments Congress can make that would complement the work of the proposed Science and Technology Hub, including additional capacity for other Congressional support agencies and entities beyond GAO. For example, Congress could lift the cap on the number of staff each member can hire (currently set at 18), and invest in pipelines for recruitment and retention of personal and committee staff with science expertise. Additionally, Congress could advance digital technologies available to Congress for evidence access and networking with the expert community.

Why should the Hub be placed at GAO and how can the GAO adapt to meet this need?

The Hub should be placed in GAO to build on the momentum of recent investments in the STAA team. GAO has recently invested in building human capital with expertise in science and technology that can support the development of the Hub. The GAO should seize the moment to reimagine how it supports Congress as a modern institution. The new hub in the STAA should be part of an overall evolution, and other GAO departments should also capitalize on the momentum and build more responsive and member-focused processes to support Congress.

Elevate and Strengthen the Presidential Management Fellows Program

Founded in 1977, the Presidential Management Fellows (PMF) program is intended to be “the Federal Government’s premier leadership development program for advanced degree holders across all academic disciplines” with a mission “to recruit and develop a cadre of future government leaders from all segments of society.” The challenges facing our country require a robust pipeline of talented and representative rising leaders across federal agencies. The PMF program has historically been a leading source of such talent. 

The next Administration should leverage this storied program to reinvigorate recruitment for a small, highly-skilled management corps of upwardly-mobile public servants and ensure that the PMF program retains its role as the government’s premier pipeline for early-career talent. It should do so by committing to placing all PMF Finalists in federal jobs (rather than only half, as has been common in recent years), creating new incentives for agencies to engage, and enhancing user experience for all PMF stakeholders. 

Challenge and Opportunity

Bearing the Presidential Seal, the Presidential Management Fellows (PMF) Program is the Federal Government’s premier leadership development program for advanced degree holders across all academic disciplines. Appropriately for a program created in the President’s name, the application process for the PMF program is rigorous and competitive. Following a resume and transcript review, two assessments, and a structured interview, the Office of Personnel Management (OPM) selects and announces PMF Finalists. 

Selection as a Finalist is only the first step in a PMF applicant’s journey to a federal position. After they are announced, PMF Finalists have 12 months to find an agency posting by completing a second round of applications to specific positions that agencies have designated as eligible for PMFs. OPM reports that “over the past ten years, on average, 50% of Finalists obtain appointments as Fellows.” Most Finalists who are placed are not appointed until late in the eligibility period: halfway through the 2024 eligibility window, only 85 of 825 finalists (10%) had been appointed to positions in agencies.

For applicants and universities, this reality can be dispiriting and damage the reputation of the program, especially for those not placed. The yearlong waiting period ending without a job offer for about half of Finalists belies the magnitude of the accomplishment of rising to the top of such a competitive pool of candidates eager to serve their country. Additionally, Finalists who are not placed in a timely manner will be likelier to pursue job opportunities outside of federal service.  At a moment when the federal government is facing an extraordinary talent crisis with an aging workforce and large-scale retirements, the PMF program must better serve its purpose as a trusted source of high-level, early-career talent.

zThe current program design also affects the experience of agency leaders—such as hiring managers and Chief Human Capital Officers (CHCOs)—as they consider hiring PMFs. When agencies hire a PMF for a 2-year placement, they cover the candidate’s salary plus an $8,000 fee to OPM’s PMF program office to support its operations. Agencies consider hiring PMF Finalists with the knowledge that the PMF has the option to complete a 6-month rotational assignment outside of their hiring unit. These factors may create the impression that hiring a PMF is “costlier” than other staffing options.

Despite these challenges, the reasons for agencies to invest in the PMF program remain numerous:

The PMF is still correctly understood as the government’s premier onramp program for early career managerial talent. With some thoughtful realignment, it can sustain and strengthen this role and improve experience for all its core stakeholders.  

Plan of Action

The next Administration should take a direct hand in supporting the PMF Program. As the President’s appointee overseeing the program, the OPM Director should begin by publicly setting an ambitious placement percentage goal and then driving the below reforms to advance that goal. 

Recommendation 1. Increase the Finalist placement rate by reducing the Finalist pool.

The status quo reveals misalignment between the pool of PMF Finalists and demand for PMFs across government. This may be in part due to the scale of demand, but is also a consequence of PMF candidates and finalists with ever-broader skill sets, which makes placement more challenging and complex. Along with the 50% placement rates, the existing imbalance between finalists and placements is reflected in the decision to contract the finalist pool from 1100 in 2022 to 850 in 2023 and 825 in 2024. The next Administration should adjust the size of the Finalist pool further to ensure a near-100% placement rate and double down on its focus on general managerial talent to simplify disciplinary matching. Initially, this might mean shrinking the pool from the 825 advanced in 2024 to 500 or even fewer. 

The core principle is simple: PMF Finalists should be a valuable resource for which agencies compete. There should be (modestly) fewer Finalists than realistic agency demand, not more. Critically, this change would not aim to reduce the number of PMFs serving in government. Rather, it seeks to sustain the current numbers while dramatically reducing the number of Finalists not placed and creating a healthier set of incentives for all parties.

When the program can reliably boast high placement rates, then the Federal government can strategize on ways to meaningfully increase the pool of Fellows and use the program to zero in on priority hard-to-hire disciplines outside of general managerial talent.

Recommendation 2. Attach a financial incentive to hiring and retaining a PMF while improving accountability. 

To underscore the singular value of PMFs and their role in the hiring ecosystem, the next Administration should attach a financial incentive to hiring a PMF. 

Because of the $8,000 placement fee, PMFs are seen as a costlier route than other sources of talent. A financial incentive to hire PMFs would reverse this dynamic. The next Administration might implement a large incentive of $50,000 per Fellow, half of which would be granted when a Fellow is placed and the other half to be granted when the Fellow accepts a permanent full-time job offer in the Federal government. This split payment would signal an investment in Fellows as the future leaders of the federal government. 

Assuming an initial cohort of 400 placed Fellows at $50,000 each, OPM would require $20 million plus operating costs for the PMF program office. To secure funds, the Administration could seek appropriations, repurpose funds through normal budget channels, or pursue an agency pass-the-hat model like the financing of the Federal Executive Board and Hiring Experience program offices. 

To parallel this incentive, the Administration should also implement accountability measures to ensure agencies more accurately project their PMF needs by assigning a cost to failing to place some minimum proportion–perhaps 70%–of the Finalists projected in a given cycle. This would avoid too many unplaced Finalists. Agencies that fail to meet the threshold should have reduced or delayed access to the PMF pool in subsequent years. 

Recommendation 3. Build a Stronger Support Ecosystem 

In support of these implementation changes, the next Administration should pursue a series of actions to elevate the program and strengthen the PMF ecosystem. 

Even if the Administration pursues the above recommendations, some Finalists would remain unpaired. The PMF program office should embrace the role of a talent concierge for a smaller, more manageably-sized cohort of yet-unpaired Finalists, leveraging relationships across the government, including with PMF Alumni and the Presidential Management Alumni Association (PMAA) and OPM’s position as the government’s strategic talent lead to encourage agencies to consider specific PMF Finalists in a bespoke way. The Federal government should also consider ways to privilege applications from unplaced Finalists who meet criteria for a specific posting.

To strengthen key PMF partnerships in agencies, the Administration should elevate the role of PMF Coordinators beyond “other duties as assigned” to a GS-14 “PMF Director.” With new incentives to encourage placement and consistent strategic orientation from agency partners, agencies will be in a better position to project their placement needs by volume and role and hire PMF Finalists who meet them. PMF Coordinators would have explicit performance measures that reflect ownership over the success of the program.

The Administration must commit and sustain senior-level engagement—in the White House and at the senior levels of OMB, OPM, and in senior agency roles including Deputy Secretaries, Assistant Secretaries for Management, and Chief Human Capital Officers—to drive forward these changes. It must seize key leverage points throughout the budget and strategic management cycle, including OPM’s Human Capital Operating Plan process, OMB’s Strategic Reviews process, and the Cross-Agency Priority Goal setting rhythms. And it must sustain focus, recognizing that these new design elements may not succeed in their first cycle, and should provide support for experimentation and innovation.

Current PMF Program Compared to Proposed Reform
Status QuoProposed Change
Size of Finalist Pool800-1100400-500
Placement Rate~50%Target 100%, achieve 80-90%
Total Placements400-550320-450
Number of Unplaced Finalists400-550<100
Financial modelAgencies carry salary and benefits and pay a premium of $8,000 to OPM in cost recovery to fund program officeEach Fellow carries a financial incentive encouraging speedy placement; program office and incentive funded centrally
Experience for FinalistsFrustrating waits are typical; many hundreds of potential public servants left unplaced; experience of being a Finalist does not always reflect magnitude of accomplishmentFinalists are a valuable, scarce commodity; they have more potential matches with agencies and experience shorter waits
Experience for AgenciesLarge pool of Finalists is difficult to navigate; agencies harbor concerns about quality of Fellows waiting for placement; little urgency to act; PMFs seen as one talent pool among many; Program Coordination is often an “other duty as assigned”Smaller pool that is easier to navigate; even higher quality finalist pool; significant urgency to act to capture financial incentive and meet talent needs; clear understanding of role PMFs play in talent strategy; coordination and needs forecasting resides in a higher-graded, strategically-oriented role
Experience for Program OfficeCost-recovery model creates significant uncertainty in budgeting and operations planning; difficult to make selections due to inconsistent agency need forecastingProgram office manages access to a valuable asset; with less “selling,” staff focuses on bespoke pairing for smaller number of unpaired applicants and shaping each year’s finalist pool to reflect improved needs forecasts

Conclusion

For decades, the PMF program has consistently delivered top-tier talent to the federal government. However, the past few years have revealed a need for reform to improve the experience of PMF hopefuls and the agencies that will undoubtedly benefit from their skills. With a smaller Finalist pool, healthier incentives, and a more supportive ecosystem, agencies would compete for a subsidized pool of high-quality talent available to them at lower cost than alternative route, and Fellows who clear the significant barrier of the rigorous selection process would have far stronger assurance of a placement. If these reforms are successfully implemented, esteem for the government’s premier onramp for rising managerial talent will rise, contributing to the impression that the Federal government is a leading and prestigious employer of our nation’s rising leaders. 

This action-ready policy memo is part of Day One 2025 — our effort to bring forward bold policy ideas, grounded in science and evidence, that can tackle the country’s biggest challenges and bring us closer to the prosperous, equitable and safe future that we all hope for whoever takes office in 2025 and beyond.

PLEASE NOTE (February 2025): Since publication several government websites have been taken offline. We apologize for any broken links to once accessible public data.

Frequently Asked Questions
What is the role of the PMF rotation?

The PMF program is a 2-year placement with an optional 6-month rotation in another office within the appointing agency or another agency. The rotation is an important and longstanding design element of a program aiming to build a rising cohort of managerial talent with a broad purview. While the current program requires agencies pay OPM the full salary, benefits, and a placement fee for placing a PMF, the one quarter rotation may act as a barrier to embracing PMF talent. This can be addressed by adding a significant subsidy to balance this concern.

How does shrinking the size of the Finalist pool enhance the program?

In the current program, OPM uses a rule of thumb to set the number of Finalists at approximately 80% of anticipated demand to minimize the number of unplaced Finalists. This is a prudent approach, reflected in shifting Finalist numbers in recent years: from 1100 in 2022 to 850 in 2023 and 825 in 2024. Despite adjusting the Finalist pool, unfortunately placement rates have remained near 50%. Agencies are failing to follow-through on their projected demand for PMFs, which has unfortunate consequences for Finalists and presents management challenges for the PMF program office.


This reform proposal would take a large step by reducing the Finalist pool to well below the stated demand–500 or less–and focus on general managerial talent to make the pairing process simpler. This would be, fundamentally, a temporary reset to raise placement rates and improve user experience for candidates, agencies, and the program management team. As placement rhythms strengthen along the lines described above, there is every reason for the program to grow.

Is a subsidy for PMF Finalists going to cost the government more money?

The subsidy proposed for placing a PMF candidate would not require a net increase in federal expenditures. In the status quo, all costs of the PMF program are borne by the government: agencies pay salaries and benefits, and pay a fee to OPM at the point of appointment. This proposal would surface and centralize these costs and create an agency incentive through the subsidy to hire PMFs, either by “recouping” funds collected from agencies through a pass-the-hat revolving fund or “capitalizing” on a central investment from another source. In either case, it would ensure that PMF Finalists are a scarce asset to be competed for, as the program was envisioned, and that the PMF program office manages thoughtful access to this asset for the whole government, rather than needing to be “selling” to recover operational costs.

Reform Government Operations for Significant Savings and Improved Services

The federal government is dramatically inefficient, duplicative, wasteful, and costly in executing the common services required to operate. However, the new Administration has an opportunity to transform government operations to save money, improve customer experience, be more efficient and effective, consolidate, reduce the number of technology platforms across government, and have significantly improved decision-making power. This should be accomplished by adopting and transforming to a government-wide shared service business model involving the collective efforts of Congress, the Office of Management and Budget (OMB), General Services Administration (GSA), and oversight agencies, and be supported by the President Management Agenda (PMA). In fact, this is a real opportunity for the newly created Department of Government Efficiency (DOGE) to realize a true systemic transformation to a better and more streamlined government. 

Challenge and Opportunity

The federal government is the largest employer in the world with many disparate mission-centric functions to serve the American people. To execute mission objectives, varied mission support functions are necessary, yet costly with many disconnected and inefficient layers added over many years. For example, a hiring action costs over $10,000 in the federal government vs. $4,000 in the private sector, and transactions such as paying an invoice cost hundreds of dollars compared to $1–2 in other sectors. Many support functions—such as travel management, FOIA management, background investigations, human resources, financial management, facilities management, and more — are equally costly and inefficient.

While these functions are critical to helping government programs achieve their mission, over many years they have grown costly and inefficient through high staffing ratios, duplication of technology platforms, disparate data systems, lack of standardization, and poor modernization. Congress focuses on individual agencies independently and not holistically on the opportunity for government-wide efficiency. Because improving operations has no mandate and GSA serves only in a coordinating role, agencies are free to approach operations any way they wish, resulting in a lack of standardization and the interoperability of systems. Many systems are still operating on extremely old software code, and the Administration and Congress lack government-wide data capacity to have the facts they need to govern. With a burdening national debt, we need to streamline government. To illustrate this opportunity, the federal government operates hundreds of human resources functions, whereas Walmart, the second largest U.S. employer with two million employees, operates just two, one for American and one for Europe.  

There are several small examples in government demonstrating the ability to realize large cost savings and improved services. When the NASA shared services operations were established, it saved over $200 million through consolidation in their first several years. The consolidation of federal payroll services from 24 to 4 functions saved over $3.2 billion. The Technology CEO Council report “The Government We Need estimated savings of over $1 trillion by the federal government moving to shared services. Commercial sector entities such as Johnson & Johnson saved approximately $2 billion in just two years. 

Plan of Action

Over 85% of Fortune 500 companies and growing numbers of public sector governments around the world have committed to shared services as a mainstream business model. Australia, Canada, the United Kingdom, Singapore, and others have realized significant reduction in cost and improved delivery. While shared services have been attempted in many forms since the 1980s in the federal government, implementation has been inconsistent and incomplete due to Congressional and Administration inattention.  As part of past PMAs, a GSA Office of Shared Solutions and Performance (OSSPI) was established, along with a Technology Management Fund (TMF) to support modernization, yet little action has been taken to set goals and achieve results. Most government shared service centers operate on antiquated technology platforms, are at high risk of failure, and are in critical need of modernization. 

Immediate legislative and executive action are necessary to enable robust, cross-government benefits. Transforming government into an efficient and effective operation will take time, measurement, and accountability. It’s important that this be done correctly and begin by building the requisite capacity to realize success and regularly report to the Administration and Congress. To ensure success, the following initial actions should be taken:

  1. Congress should make the consolidation of common service operating and business models statutorily mandatory and provide resources for GSA to conduct the appropriate analysis, design, and transformation to consolidated common services.
  2. The Administration should install the leadership with the responsibility, authority, and accountability for transforming government operations. This would be a Senate-confirmed Commissioner of Government Operations at GSA directing operations with policy authority resting with the OPM Deputy Director for Management (DDM).  
  3. The Administration should enhance GSA/OSSPI to create an effective governance structure and increase their capacity and role. Governance would be structured through the DDM, the GSA Commissioner for government operations, the establishment of a Shared Services Advisory Board (SSAB) made up of agency Deputy Secretaries, and the inclusion of the existing chief operating councils. OSSPI would take on the lead role for transformation and operations oversight and have the staff resources and authority necessary to execute.
  4. Congress should direct and the Administration should conduct a deep analysis and design the most effective operating and business models. It is necessary to identify current resources, cost, and performance as well as benchmarks against other entities. This would be led by GSA and conducted by an independent, non-conflicted entity. Based on this analysis GSA would design optimized models, provide a clear business case, and prepare a transformation/modernization plan. The Commission would then approve and recommend further Congressional and/or executive action required to implement the transformation. In parallel, GSA would develop selected government staff and managers to participate in the analysis and transformation process.
  5. The Administration, through OMB and GSA, should implement the multiyear transformation and modernization effort and implement, measure, report results, and realize the requisite Return on Investment (ROI). 

These initial activities should cost approximately $80 million and be cost-neutral by allocating funding from existing redundant operational and modernization efforts. This would fund cross-government analysis, GSA operations, government staff training, and transformation planning with an ROI to the taxpayer. Impacted federal staff would be retrained in new associated shared services roles and/or other mission support functions where needed.

Conclusion

The time to act boldly is now. The Administration needs to immediately begin reducing costs and improving services to taxpayers and government programs through the implementation of a shared services business model with strong leadership, a proven approach, and accountability to demonstrate results. Trillions of dollars fed back into supporting governments financial needs are necessary and attainable.

Onboarding Critical Talent in Days: Establishing a Federal STEM Talent Pool

It often takes the federal government months to hire for critical science and technology (STEM) roles, far too slow to respond effectively to the demands of emerging technologies (e.g., artificial intelligence), disasters (COVID), and implementing complex legislation (CHIPS). One solution is for the Federal Government to create a pool of pre-vetted STEM talent to address these needs. This memo outlines how the federal government can leverage existing authorities and hiring mechanisms to achieve this goal, making it easier to respond to staffing needs for emerging policies, technologies, and crises in near-real time.

To lead the effort, the White House should appoint a STEM talent lead (or empower the current Tech Talent Task Force Coordinator or Senior Advisor for Talent Strategy). The STEM talent lead should make a national call to action for scientists and technologists to join the government. They should establish a team in the Executive Office of the President (EOP) to proactively recruit and vet candidates from underrepresented groups, and establish a pool of talent that is available to every agency on-demand.

Challenge and Opportunity

In general, agencies are lagging in adopting best practices for government hiring. This includes  the Subject Matter Expert Qualifications Assessment (SMEQA, a hiring process that replaces simple hiring questionnaires with efficient subject-matter-expert-led interviews), shared certificate hiring (which allow qualified but unsuccessful candidates to be hired into similar roles without having to reapply or re-interview), flexible hiring authorities (which allow the government to recruit talent for critical roles (e.g. cybersecurity) more efficiently and allow for alternative work arrangements, such as remote work), proactive sourcing (individual identification and relationship building), and continuous recruiting.

Failure to effectively leverage these hiring tools leads to significant delays in federal hiring, which in turn makes it difficult or impossible for the federal government to nimbly handle rapidly emerging and evolving STEM issue areas (e.g., AI, cybersecurity, extreme weather, quantum computing) and to execute on complex implementation demands.

There is an opportunity to correct this failure by empowering a STEM talent lead in the White House. The talent lead would work with agencies to build a national pool of pre-vetted STEM talent, with the goal of making it possible for federal agencies to fill critical roles in a matter of days – especially when crises strike. This will save the government time, effort, and money while delivering a better candidate experience, which is critical when hiring for in-demand roles.

Plan of Action 

The federal government should adopt a four-part plan of action to realize the opportunity described above.

Recommendation 1. Hire and empower a STEM talent lead for critical hiring needs

The next administration should recruit, hire, and empower a STEM talent lead in the Executive Office of the President. The STEM lead should be offered a senior role, either political (Special Assistant to the President) or a senior-level civil service role. The role should sit in the White House Office of Science and Technology Policy  (OSTP) and report to the OSTP director. The STEM talent lead would be tasked with coordinating hiring for critical STEM roles throughout the government. Similar roles currently exist, but are limited to specific subject areas. For instance, the Tech Talent Task Force Coordinator coordinates tech talent policy in an effort to scale hiring and manages a task force that seeks to align agency talent needs. The Senior Advisor for Talent Strategy serves a similar function. The Senior Advisor leads a “tech surge” at the Office of Management and Budget, pulling together workforce and technology policy implementation, including efforts to speed up hiring. Either of these roles could be elevated to the STEM lead, or a new position could be created.

The STEM talent lead would also coordinate government units that have already been established to help deliver STEM talent to federal agencies efficiently. Such units include the United States Digital Service, 18F, Presidential Innovation Fellows, the Lab at the Office of Personnel Management (OPM), the Department of Homeland Security’s Artificial Intelligence Corps, and the Digital Corps at the General Services Administration. The STEM talent lead should be empowered to pull experts from these teams into OSTP for short details to define critical hiring needs. The talent lead should also be responsible for coordinating efforts among the various groups. The goal would not be to supplant the operations of these individual groups, rather to learn from and streamline government-wide efforts in critical fields.

Recommendation 2. Proactive, continuous hiring for key roles across the government

The STEM talent lead should work with the administration and agencies to define the most critical and underrepresented scientific and technical skill sets and identify the highest impact placement for them in the federal government. This is currently being done under the Executive Order on Artificial Intelligence which could be expanded to include all STEM needs. The STEM Lead should establish sourcing strategies and identify prospective hires, possibly building on OPM’s Talent Network goals.

The lead should also collaborate with public and private subject matter experts and use approved and tested hiring processes, such as SMEQA and shared certificates, to pre-vet candidates. These experts would then be placed on a government-wide hiring certificate so that every federal agency could make them a job offer. Once vetted and placed on a government-wide hiring certificate, experts would be available for agencies to onboard within days.

Recommendation 3. Implement a “shared-certificate-by-default” policy

Traditionally, more than one qualified applicant will apply to a federal job opening. In most cases, one applicant will be chosen and the rest rejected, even if the government (even the same agency) has another open role for the same job class. This creates an unnecessary burden on qualified applicants and the government. Qualified applicants should only have to apply once when multiple opportunities exist for the same or similar jobs. This exists, to a limited extent, for excepted service applicants but not for everyone. To achieve this, all critical, scientific, and national security roles should default to shared hiring certificates. Sharing hiring certificates is an approved federal policy but is not the default. The Office of Management and Budget (OMB) could issue a policy memo making shared certificates the default, and then work with the OPM to implement it. 

Furthermore, the STEM talent lead should coordinate a centralized list of qualified applicants who were not chosen off of shared certificates if they opt-in to receiving job offers from other agencies. This functionality, called “Talent Programs,” has been piloted through USAJobs but has had limited success due to a lack of centralized support.

Recommendation 4. Let departing employees remain available for rapid re-hire into federal roles

Departing staff in critical roles (as determined by the STEM talent lead; see Recommendation 2) with good performance reviews should be offered an opportunity to join a central pool of experts that are available for rehire. The government invests heavily in hiring, training, and providing security clearances to employees with an expectation that they will serve long careers. 20+ year careers, however, are no longer the norm for most applicants. Increasingly, talent is lost to burnout, lack of opportunity inside government, or a desire to do something different. Current policy offers only “reinstatement” benefits, which allow former federal employees to apply for jobs without competing with the broader public. Reinstatement job seekers are still required to apply from scratch to individual positions.

Former employees are a critical group when staffing up quickly. Immediate access to staff with approved security clearances is particularly critical in national emergencies. Former employees also bring their prior training and cultural awareness, making them more effective, quicker than new hires. To incentivize participation from departing employees, the government could offer to maintain their security clearance, give them access to their Thrift Savings Plan and/or medical insurance, and other benefits. This could be piloted through existing authorities (e.g., as intermittent consultants) and OMB and/or OPM could develop a new retention policy based on the outcomes of that pilot.

Conclusion 

The federal government needs to establish processes to proactively recruit for key roles, help every qualified candidate get a job, and rapidly respond to STEM staffing needs for critical and complex policies, technologies, and crises. A central pool of science and technology experts can be called upon to fill permanent roles, respond to emergencies, and provide advisory services. Talent can enter and exit the pool as needed, providing the government access to a broad set of skills and experience to pull from immediately.

This action-ready policy memo is part of Day One 2025 — our effort to bring forward bold policy ideas, grounded in science and evidence, that can tackle the country’s biggest challenges and bring us closer to the prosperous, equitable and safe future that we all hope for whoever takes office in 2025 and beyond.

PLEASE NOTE (February 2025): Since publication several government websites have been taken offline. We apologize for any broken links to once accessible public data.

Frequently Asked Questions
Is hiring in days actually possible?

Yes. It can take several months to establish and execute a government-wide hiring action, especially when relying on OPM for approvals. Once a candidate is vetted and placed on a shared certificate, however, the only delay in hiring is an individual agency’s onboarding procedure. Some agencies are already able to hire in days, others will need support refining their processes if they want the fastest response times.

Is there precedent for government-wide hiring and shared certificates?

Yes, both processes are approved by OPM and have been implemented many times with positive results. Despite their success, they remain a small portion of overall hiring processes.

How does the government vet STEM talent, especially emerging talent, if it lacks in-house expertise in the field they are hiring for?

The government has diverse talent, just not enough of it. Pooled and government-wide hiring are ways to leverage limited skill sets to increase the number of experts in any given field. In other words, these are approaches that use critical talent from several agencies to vet potential hires that can be distributed to agencies without the expertise to vet the talent themselves. In this way, talent is seeded throughout the government. Those experts can then ramp up hiring in their own agency, accelerating the hiring of critical skills.

What is the cost of investing in centralized STEM talent recruitment?

While there are costs to developing these capabilities they will likely be offset in the short term by savings in agencies that no longer need to run time-consuming and labor-intensive job searches. The government will benefit from having fewer people with more expertise operating a centralized service. This program also builds on work that has already been piloted, such as SMEQA and Talent Networks which could also be streamlined to provide greater government-wide efficiency.


Given the government-wide nature of the project, it could be funded in subsequent years through OMB’s Cross Agency Priority (CAP) process, which takes place at the end of the fiscal year. CAP recovers unspent funds from federal agencies to fund key projects. The CAP process was used to successfully scale the SMEQA process and the Digital IT Acquisition Program (DITAP), both of which were similar in scope to this proposal.

Will a revolving talent pool encourage employees to retire, similar to the program at the Secret Service?

It is unlikely that this proposal would increase retirements. The problem recently faced by the Secret Service is a program where agents can retire and then take on part-time work after retirement.


The proposal in this memo, by contrast, focuses on pre-retirement-age personnel who are leaving federal service for a variety of reasons. The goal is to make it easier for this pool to rejoin either permanently (pre-vetted for competitive hiring), temporarily (using non-competitive hiring authorities or political avenues), or as advisors (intermittent consultants).

How is rehiring different from reinstatement?

Reinstatement is the process of rejoining the federal government after having served for a minimum of three years. The benefit of reinstatement is that applicants can apply for non-public jobs, where they compete for jobs against internal candidates rather than the public. Reinstatement requires applicants to apply to individual jobs.


By entering the STEM talent pool, this memo envisions that candidates in critical roles with positive performance reviews would not have to apply for jobs. Instead, agencies looking to hire for critical roles would be able to offer a candidate from this pool a job (without the candidate having to apply). If the candidate accepts, the agency would then be able to onboard them immediately.

What is considered a “critical role”?

Critical roles will and should change over time. Part of the duties of the STEM talent lead would be to continually research and define the emerging needs of the STEM workforce and proactively define what roles are critical for the government.

Do we have evidence that talent loss is decreasing?

Yes, but it is often hard to find and decipher. FedScope contains federal hiring data that can be mined for insights. For example, 45% of Federal STEM employees who separated from large agencies from 2020-2024 were people who quit, rather than retired from service. The average length of service has dropped since 2019 and is far below retirement age (11.6 years). Internal federal data has also shown a significant drop in IT employees (2210 series jobs) under the age of 35 across CFO Act agencies.

Where should this office be located in the Federal Government?

Where should this office be located in the Federal Government?
The most likely place to pilot the STEM talent team would be in the Executive Office of the President, either as a political role (e.g., Special Assistant to the President) in the Office of Science and Technology Policy or limited-term career role (e.g., Senior Leader or Scientific and Professional). The White House’s authority to coordinate and convene experts from across the government makes it an ideal location to operate from at first. Proximity to the President would make it easier to research critical roles throughout government, coordinate the efforts of disparate hiring programs throughout government, and recruit applicants.


Ultimately, however, the team could be piloted anywhere in the government with sufficient centralized authority. After a defined pilot period, the team may benefit from moving into a less political environment. The team should be founded in an environment that is friendly to iteration, risk-taking, and policy coordination.

Better Hires Faster: Leveraging Competencies for Classifications and Assessments

A federal agency takes over 100 days on average to hire a new employee — with significantly longer time frames for some positions — compared to 36 days in the private sector. Factors contributing to extended timelines for federal hiring include (1) difficulties in quickly aligning position descriptions with workforce needs, and (2) opaque and poor processes for screening applicants.

Fortunately, federal hiring managers and HR staffing specialists already have many tools at their disposal to accelerate the hiring process and improve quality outcomes – to achieve better hires faster. Inside and outside their organizations, agencies are already starting to share position descriptions, job opportunity announcements (JOAs), assessment tools, and certificates of eligibles from which they can select candidates. However, these efforts are largely piecemeal and dependent on individual initiative, not a coordinated approach that can overcome the pervasive federal hiring challenges.

The Office of Personnel Management (OPM), Office of Management and Budget (OMB) and the Chief Human Capital Officers (CHCO) Council should integrate these tools into a technology platform that makes it easy to access and implement effective hiring practices. Such a platform would alleviate unnecessary burdens on federal hiring staff, transform the speed and quality of federal hiring, and bring trust back into the federal hiring system.

Challenge and Opportunity 

This memo focuses on opportunities to improve two stages in the federal hiring process: (1) developing and posting a position description (PD), and (2) conducting a hiring assessment.

Position Descriptions. Though many agencies require managers to review and revise PDs annually, during performance review time, this requirement often goes unheeded. Furthermore, volatile occupations for which job skills change rapidly – think IT or scientific disciplines with frequent changes to how they practice (e.g., meteorology) or new technologies that upend how analytical skills (e.g., data analytics) are practiced – can result in yet more changes to job skills and competencies embedded in PDs.

When a hiring manager has an open position, a current PD for that job is necessary to proceed with the Job Opportunity Announcement (JOA)/posting. When the PD is not current, the hiring manager must work with an HR staffing specialist to determine the necessary revisions. If the revisions are significant, an agency classification specialist is engaged. The specialist conducts interviews with hiring managers and subject-matter experts and/or performs deeper desk audits, job task analyses, or other evaluations to determine the additional or changed job duties. Because classifiers may apply standards in different ways and rate the complexity of a position differently, a hiring manager can rarely predict how long the revision process will take or what the outcome will be. All this delays and complicates the rest of the hiring process.

Hiring Assessments. Despite a 2020 Executive Order and other directives requiring agencies to engage in skills-based hiring, agencies too often still use applicant self-certification on job skills as a primary screening method. This frequently results in certification lists of candidates who do not meet the qualifications to do the job in the eyes of hiring managers. Indeed, a federal hiring manager cannot find a qualified candidate from a certified list approximately 50% of the time when only a self-assessment questionnaire is used for screening. There are alternatives to self-certification, such as writing samples, multiple-choice questions, exercises that test for particular problem-solving or decision-making skills, and simulated job tryouts. Yet hiring managers and even some HR staffing specialists often don’t understand how assessment specialists decide what methods are best for which positions – or even what assessment options exist.

Both of these stages involve a foundation of occupation- and grade-level competencies – that is, the knowledge, skills, abilities, behaviors, and experiences it takes to do the job. When a classifier recommends PD updates, they apply pre-set classification standards comprising job duties for each position or grade. These job duties are built in turn around competencies. Similarly, an assessment specialist considers competencies when deciding how to evaluate a candidate for a job.

Each agency – and sometimes sub-agency unit – has its own authority to determine job competencies. This has caused different competency analyses, PDs, and assessment methods across agencies to proliferate. Though the job of a marine biologist, Grade 9, at the National Oceanic and Atmospheric Administration (NOAA) is unlikely to be considerably different from the job of a marine biologist, Grade 9 at the Fish and Wildlife Service (FWS), the respective competencies associated with the two positions are unlikely to be aligned. Competency diffusion across agencies is costly, time-consuming, and duplicative. 

Plan of Action

An Intergovernmental Platform for Competencies, PDs, Classifications, and Assessment Tools to Accelerate and Improve Hiring

To address the challenges outlined above, the Office of Personnel Management (OPM), Office of Management and Budget (OMB) and the Chief Human Capital Officers (CHCO) should create a web platform that makes it easy for federal agencies to align and exchange competencies, position descriptions, and assessment strategies for common occupations. This platform would help federal hiring managers and staffing specialists quickly compile a unified package that they can use from PD development up to candidate selection when hiring for occupations included on the platform.

To build this platform, the next administration should:

Data analytics from this platform and other HR talent acquisition systems will provide insights on the effectiveness of competency development, classification determinations, effectiveness of common PDs and joint JOAs, assessment quality, and effectiveness of shared certification of eligible lists. This will help HR leaders and program managers improve how agency staff are using common PDs, shared certs, classification consistency, assessment tool effectiveness, and other insights.

Finally, hiring managers, HR specialists, and applicants need to collaborate and share information better to implement any of these ideas well. Too often, siloed responsibilities and opaque specialization set back mutual accountability, effective communications, and trust.  These actions entail a significant cultural and behavior change on the part of hiring managers, HR specialists, Industrial/Organizational psychologists, classifiers, and leaders. OPM and the agencies need to support hiring managers and HR specialists in finding assessments, easing the processes that can support adoption of skills-based assessments, agreeing to common PDs, and accelerating an effective hiring process.

Conclusion

The Executive Order on skills-based hiring, recent training from OPM, OMB and the CHCO Council on the federal hiring experience, and potential legislative action (e.g. Chance to Compete Act) are drivers that can improve the hiring process. Though some agencies are using PD libraries, joint postings, and shared referral certificates to improve hiring, these are far from common practice. A common platform for competencies, classifications, PDs, JOAs, and assessment tools, will make it easier for HR specialists, hiring managers and others to adopt these actions – to make hiring better and faster.

Opportunities to move promising hiring practices to habit abound. Position management, predictive workforce planning, workload modeling, hiring flexibilities and authorities, engaging candidates before, during, and after the hiring process are just some of these. Making these practices everyday habits throughout agency regions, states and programs rather than the exception will improve hiring. Looking to the future, greater delegation of human capital authorities to agencies, streamlining the regulations that support merit systems principles, and stronger commitments to customer experience in hiring, will help remove systemic barriers to an effective customer-/and user-oriented federal hiring process.

Taking the above actions on a common platform for competency development, position descriptions, and assessments will make hiring faster and better. With some of these other actions, this can change the relationship of the federal workforce to their jobs and change how the American people feel about opportunities in their government.

This action-ready policy memo is part of Day One 2025 — our effort to bring forward bold policy ideas, grounded in science and evidence, that can tackle the country’s biggest challenges and bring us closer to the prosperous, equitable and safe future that we all hope for whoever takes office in 2025 and beyond.

PLEASE NOTE (February 2025): Since publication several government websites have been taken offline. We apologize for any broken links to once accessible public data.

Frequently Asked Questions
How can this platform continue to support the Merit System Principles and Prohibited Personnel Practices that ensure fairness and competitiveness in hiring and that are reflected in the regulations and policies that govern competencies, classifications, and assessments?
As noted above some regulations and policies will need revision. However, there is nothing inherently at odds with Merit System Principles, Prohibited Personnel Practices, fairness or competitiveness in the platform or its enabling actions. It can be argued that greater transparency in classification determinations, common PDs and announcements, and assessment processes will increase fairness and competition.
Could this platform work with existing agency talent acquisition software/platforms such as Workday, USA Staffing, Monster, etc.?
With common data standards and a focus on API development this platform can prove interoperable across the agencies. The contractor software providers, the agencies, and OPM can develop their own versions as long as the PDs, competencies, and assessments are transferable and usable across the agencies.
How might governance over development and execution of this platform and its implementation(s) work?
There are multiple options for governance, including empowering a subcommittee of the CHCO Council, OPM’s Multi-Agency Executive Strategy Committee (MAESC) with oversight for the HR Line of Business or talent acquisition systems user groups that already exist today.
Many federal jobs are unique and require unique classifications, PDs, JOAs, and assessment strategies/tools. How will this platform account for these unique, specialized roles?
The platform and the enabling actions certainly allow for the unique, specialized roles needed in federal agencies; the competency development, classifications, and assessments for those roles should not change. However, the actions for common competencies and assessments may spur HR leaders and program managers to consider whether they need the degree of specialization some of these roles appear to require.

Collaborative Intelligence: Harnessing Crowd Forecasting for National Security

The decisions that humans make can be extraordinarily costly. The wars in Iraq and Afghanistan were multi-trillion dollar decisions. If you can improve the accuracy of forecasting individual strategies by just a percentage point, that would be worth tens of billions of dollars.” – Jason Matheny, CEO, RAND Corporation

Predicting the future—a notoriously hard problem—is a core function of the Office of the Director of National Intelligence (ODNI). Crowd forecasting methods offer a systematic approach to quantifying the U.S. intelligence community’s uncertainty about the future and predicting the impact of interventions, allowing decision-makers to strategize effectively and allocate resources by outlining risks and tradeoffs in a legible format. We propose that ODNI leverage its earlier investments in crowd-forecasting research to enhance intelligence analysis and interagency coordination. Specifically, ODNI should develop a next-generation crowd-forecasting program that balances academic rigor with policy relevance. To do this, we propose partnering a Federally Funded Research and Development Center (FFRDC) with crowd forecasting experience with executive branch agencies to generate high-value forecasting questions and integrate targeted forecasts into existing briefing and decision-making processes. Crucially, end users (e.g. from the NSC, DoD, etc.) should be embedded in the question-generation process in order to ensure that the forecasts are policy-relevant. This approach has the potential to significantly enhance the quality and impact of intelligence analysis, leading to more robust and informed national security decisions.

Challenge & Opportunity 

ODNI is responsible for the daunting task of delivering insightful, actionable intelligence in a world of rapidly evolving threats and unprecedented complexity. Traditional analytical methods, while valuable, struggle to keep pace with the speed and intricacy of global events where dynamic reports are necessary. Crowd forecasting provides infrastructure for building shared understanding across the Intelligence Community (IC) with a very low barrier to entry. Through the process, each agency can share their assessments of likely outcomes and planned actions based on their intelligence, to be aggregated alongside other agencies. These techniques can serve as powerful tools for interagency coordination within the IC, quickly surfacing areas of consensus and disagreement. By building upon the foundation of existing Intelligence Advanced Research Projects Activity (IARPA) crowd forecasting research — including IARPA’s Aggregative Contingent Estimation (ACE) tournament and Hybrid Forecasting Competition (HFC) — ODNI has within its reach significant low-hanging fruit for improving the quality of its intelligence analysis and the use of this analysis to inform decision-making.

Despite the IC’s significant investment in research demonstrating the potential of crowd forecasting, integrating these approaches into decision-making processes has proven difficult. The first-generation forecasting competitions showed significant returns from basic cognitive debiasing training, above and beyond the benefits of crowd forecast aggregation. Yet, attempts to incorporate forecasting training and probabilistic estimates into intelligence analysis have fallen flat due in large part to internal politics. Accordingly, the incentives within and among agencies must be considered in order for any forecasting program to deliver value. Importantly, any new crowd forecasting initiative should be explicitly rolled out as a complement, not a substitute, to traditional intelligence analysis. 

Plan of Action

The incoming administration should direct the Office of the Director of National Intelligence (ODNI) to resume its study and implementation of crowd forecasting methods for intelligence analysis. The following recommendations illustrate how this can be done effectively.

Recommendation 1. Develop a Next-Generation Crowd Forecasting Program

Direct a Federally Funded Research and Development Center (FFRDC) experienced with crowd forecasting methods, such as MITRE’s National Security Engineering Center (NSEC) or the RAND Forecasting Initiative (RFI), to develop a next-generation pilot program. 

Prior IARPA studies of crowd-sourced intelligence were focused on the question: How accurate is the wisdom of the crowds on geopolitical questions? To answer this, the IARPA tournaments posed many forecasting questions, rapid-fire, over a relatively short period of time, and these questions were optimized for easy generation and resolution (i.e. straightforward data-driven questions) — at the expense of policy relevance. A next-generation forecasting program should build upon recent research on eliciting from experts the crucial questions that illuminate key uncertainties, point to important areas of disagreement, and estimate the impact of interventions under consideration.   

This program should:

  1. Incorporate lessons learned from previous IARPA forecasting tournaments, including difficulties with getting buy-in from leadership to incentivize the participation of busy analysts and decision-makers at ODNI.
  2. Develop a framework for generating questions that balance rigor, resolvability, and policy relevance.
  3. Implement advanced aggregation and scoring methods, leveraging recent academic research and machine learning methods.

Recommendation 2. Embed the Decision-Maker in the Question Generation Process

Direct the FFRDC to work directly with one or more executive branch partners to embed end users in the process of eliciting policy-relevant forecasting questions. Potential executive branch partners could include the National Security Council, Department of Defense, Department of State, and Department of Homeland Security, among others.

A formal process for question generation and refinement should be established, which could include:

  1. A structured methodology for transforming policy questions of interest into specific, quantifiable forecasting questions.
  2. A review process to ensure that questions meet criteria for both forecasting suitability and policy relevance.
  3. Mechanisms for rapid question development in response to emerging crises or sudden shifts.
  4. Feedback mechanisms to refine and improve question quality over time, with a focus on policy relevance and decision-maker user experience.

Recommendation 3. Integrate Forecasts into Decision-Making Processes

Ensure that resulting forecasts are actively reviewed by decision-makers and integrated into existing intelligence and policy-making processes.

This could involve:

  1. Incorporating forecast results into regular intelligence briefings, as a quantitative supplement to traditional qualitative assessments.
  2. Developing visualizations/dashboards (Figure 1) to enable decision-makers to explore the reasoning, drivers of disagreement, unresolved uncertainties and changes in forecasts over time.
  3. Organizing training sessions for senior leadership on how to interpret and use probabilistic forecasts in decision-making.
  4. Establishing a simple, formal process by which policymakers can request forecasts on questions relevant to their work.
  5. Creating a review process to assess how forecasts influenced decisions and their outcomes.
  6. Using forecast as a tool for interagency coordination, to surface ideas and concerns that people may be hesitant to bring up in front of their superiors.

Figure 1. Example of prototype forecasting dashboards for end-users, highlighting key factors and showing trends in the aggregate forecast over time. (Source: Metaculus)

Conclusion 

ODNI’s mission to “deliver the most insightful intelligence possible” demands continuous innovation. The next-generation forecasting program outlined in this document is the natural next step in advancing the science of forecasting to serve the public interest. Crowd forecasting has proven itself as a generator of reliable predictions, more accurate than any individual forecaster. In an increasingly complex information environment, our intelligence community needs to use every tool at its disposal to identify and address its most pressing questions about the future. By establishing a transparent and rigorous crowd-forecasting process, ODNI can harness the collective wisdom of diverse experts and analysts and foster better interagency collaboration, strengthening our nation’s ability to anticipate and respond to emerging global challenges.

This action-ready policy memo is part of Day One 2025 — our effort to bring forward bold policy ideas, grounded in science and evidence, that can tackle the country’s biggest challenges and bring us closer to the prosperous, equitable and safe future that we all hope for whoever takes office in 2025 and beyond.

PLEASE NOTE (February 2025): Since publication several government websites have been taken offline. We apologize for any broken links to once accessible public data.

U.S. Energy Security Compacts: Enhancing American Leadership and Influence with Global Energy Investment

This policy proposal was incubated at the Energy for Growth Hub and workshopped at FAS in May 2024. 

Increasingly, U.S. national security priorities depend heavily on bolstering the energy security of key allies, including developing and emerging economies. But U.S. capacity to deliver this investment is hamstrung by critical gaps in approach, capability, and tools. 

The new administration should work with Congress to give the Millennium Challenge Corporation (MCC) the mandate and capacity to lead the U.S. interagency in implementing ‘Energy Security Compacts’, bilateral packages of investment and support for allies whose energy security is closely tied to core U.S. priorities. This would require minor amendments to the Millennium Challenge Act of 2003 to add a fourth business line to MCC’s Compact operations and grant the agency authority to coordinate an interagency working group contributing complementary tools and resources. 

This proposal presents an opportunity to deliver on global energy security, an issue with broad appeal and major national security benefits. This initiative would strengthen economic partnerships with allies overseas, who consistently rank energy security as a top priority; enhance U.S. influence and credibility in advancing global infrastructure; and expand growing markets for U.S. energy technology. This proposal is built on the foundations and successes of MCC, a signature achievement of the G.W. Bush administration, and is informed by lessons learned from other initiatives launched by previous presidents of both parties. 

Challenge and Opportunity 

More than ever before, U.S. national security depends on bolstering the energy security of key allies. Core examples include: 

The U.S. needs a mechanism that enables quick, efficient, and effective investment and policy responses to the specific concerns facing key allies. Currently, U.S. capacity to deliver such support is hamstrung by key gaps in approach, capabilities, and tools. The most salient challenges include: 

A project-by-project approach limits systemic impact: U.S. overseas investment agencies including the Development Finance Corporation (DFC), the U.S. Trade and Development Agency (USTDA), and the Export-Import Bank (EXIM) are built to advance individual commercial energy transactions across many different countries. This approach has value–but is insufficient in cases where the goal is to secure a particular country’s entire energy system by building strong, competitive markets. That will require approaching the energy sector as a complex and interconnected system, rather than a set of stand-alone transactions. 

Diffusion of tools across the interagency hinders coordination. The U.S. has powerful tools to support energy security–including through direct investment, policy support, and technical and commercial assistance–but they are spread across at least nine different agencies. Optimizing deployment will require efficient coordination, incentives for collaboration; and less fragmented engagement with private partners.

U.S. tools to support global energy security

CommerceDFCDOEEXIMMCCStateTreasuryUSAIDUSTDA
Energy Sector Planning & AnalysisXXX
Policy Reform & Institutional StrengtheningXXXXXX
Public InfrastructureXX
Business Development for Private SectorXXXX
Early-Stage Project Support and/or FinanceXXXXX
Late-Stage Project Support and/or FinanceXXXX

Insufficient leverage to incentivize reforms weakens accountability. Ultimately, energy security depends heavily on decisions made by the partner country’s government. In many cases, governments need to make tough decisions and advance key reforms before the U.S. can help crowd in private capital. Many U.S. agencies provide technical assistance to strengthen policy and regulatory frameworks but lack concrete mechanisms to incentivize these reforms or make U.S. funding contingent on progress.

Limited tools supporting vital enabling public infrastructure blocks out private investment. The most challenging bottleneck to modernizing and strengthening a power sector is often not financing new power generation (which can easily attract private investment under the right conditions), but supporting critical enabling infrastructure including grid networks. In most emerging markets, these are public assets, wholly or partially state-owned. However, most U.S. energy finance tools are designed to support only private sector-led investments. This effectively limits their effectiveness to the generation sector, which already attracts far more capital than transmission or distribution. 

To succeed, an energy security investment mechanism should: 

Plan of Action

The new administration should work with Congress to give the Millennium Challenge Corporation the mandate to implement ‘Energy Security Compacts’ (ESCs) addressing the primary constraints to energy security in specific countries, and to coordinate the rest of the interagency in contributing relevant tools and resources. This proposal builds on and reflects key lessons learned from previous efforts by administrations of both parties. 

Each Energy Security Compact would include the following: 

This would require the following congressional actions: 

This proposal draws heavily on the successes and struggles of initiatives from previous administrations of both parties. The most important lessons include: 

Conclusion

The new administration should work with Congress to empower the Millennium Challenge Corporation to lead the U.S. interagency in crafting ‘Energy Security Compacts’. This effort would provide the U.S. with the capability to coordinate direct investment in the energy security of a partner country and contribute to U.S. national priorities including diversifying energy supply chains, investing in the economic stability and performance of rapidly growing markets, and supporting allies with energy systems under direct threat. 

This action-ready policy memo is part of Day One 2025 — our effort to bring forward bold policy ideas, grounded in science and evidence, that can tackle the country’s biggest challenges and bring us closer to the prosperous, equitable and safe future that we all hope for whoever takes office in 2025 and beyond.

PLEASE NOTE (February 2025): Since publication several government websites have been taken offline. We apologize for any broken links to once accessible public data.

Frequently Asked Questions
Has MCC demonstrated capacity to lead this initiative?

MCC’s model already includes multi-year Compacts targeting major constraints to economic growth. The agency already has the structure and skills to implement Energy Security Compacts in place, including a strong track record of successful investment across many energy sector compacts. MCC enjoys a strong bipartisan reputation and consistently ranks as the world’s most transparent bilateral development donor. Finally, MCC is unique among U.S. agencies in being able to put large-scale grant capital into public infrastructure, a crucial tool for energy sector support–particularly in emerging and developing economies. Co-leading the design and implementation of ESCs with the NSC will ensure that MCC’s technical skills and experience are balanced with NSC’s view on strategic and diplomatic goals.

Why should MCC’s eligibility criteria be amended?

This proposal supports existing proposed legislative changes to increase MCC’s impact by expanding the set of countries eligible for support. The Millennium Challenge Act of 2003 currently defines the candidate country pool in a way that MCC has determined prevents it from “considering numerous middle-income countries that face substantial threats to their economic development paths and ability to reduce poverty.” Expanding that country pool would increase the potential for impact. Secondly, the country selection process for ESCs should be amended to include strategic considerations and to enable participation by the NSC.

Getting Federal Hiring Right from the Start

Validating the Need and Planning for Success in the Federal Hiring Process

Most federal agencies consider the start of the hiring process to be the development of the job posting. However, the federal hiring process really begins well before the job is posted and the official clock starts. There are many decisions that need to be made before an agency can begin hiring. These decisions have a number of dependencies and require collaboration and alignment between leadership, program leaders, budget professionals, hiring managers, and human resource (HR) staff. What happens in these early steps can not only determine the speed of the hiring process, but the decisions made also can cause the hiring process to be either a success or failure. 

In our previous blog post, we outlined the steps in the federal hiring process and identified bottlenecks impacting the staffing of roles to support permitting activities (e.g., environmental reviews). This post dives into the first phase of the process: planning and validation of the hiring need. This phase includes four steps:  

  1. Allocate Budget for Program Staffing and Workload
  2. Validate Hiring Need Against Workforce, Staffing, and Recruiting Plans
  3. Request Personnel Action to Fill the Job
  4. Launch Recruiting Efforts for the Position

Clear communication and quality collaboration between key actors shape the outcomes of the hiring process. Finance staff allocate the resources and manage the budget. HR workforce planners and staffing specialists identify the types of positions needed across the agency. Program owners and hiring managers define the roles needed to achieve their mission and goals. These stakeholders must work together throughout this phase of the process.

Even with collaboration, challenges can arise. For example, there may be:  

Adding to these challenges, the stakeholders engaging in this early phase bring preconceptions based on their past experience. If this phase has previously been delayed, confusing, or difficult, these negative expectations may present a barrier to building effective collaboration within the group.

Breaking Down the Steps

For each step in the Planning and Validation phase, we provide a description, explain what can go wrong, share what can go right, and provide some examples from our research, where applicable. This work is based on extensive interviews with hiring managers, program leaders, staffing specialists, workforce planners and budget professionals as well as on-the-job experience.  

Step I. Allocate Budget for Program Staffing and Workload

In this first step, the agency receives budget authorization or program direction funding through OMB derived from new authorizing legislation, annual appropriations, or a continuing resolution. Once the funds are available from the Treasury Department, agency budget professionals  allocate the resources to the particular programs inside the agency. They provide instructions regarding how the money is to be used (e.g., staffing, contracting, and other actions to support program execution). For example, the Bipartisan Infrastructure Law (BIL) provided funding for grants to build cell towers and connections for expanding internet access to underserved communities. This included a percentage of funds for administration and program staffing.

In an ideal world, program leaders could select the best mix of investments in staffing, contracting, equipment, and services to implement their programs efficiently and effectively. They work toward this in budget requests, but in the real world, some of these decisions are constrained by the specifics of the authorizing legislation, OMB’s interpretation, and the agency’s language in the program direction. 

What Can Go Wrong

What Can Go Right

Step II. Validate Hiring Need Against Workforce, Staffing, and Recruiting Plans

After receiving their budget allocation, program leaders validate their hiring need by matching budget resources with workload needs. A robust workforce plan becomes useful, as it allows leaders to identify gaps in the current workforce, workload, and recruiting plans and future workload requirements. Workforce plans that align with budget requests and anticipate future needs enable HR specialists and hiring managers to quickly validate the hiring need and move to request the personnel action. 

What Can Go Wrong

What Can Go Right

Step III. Request Personnel Action to Fill the Job and Launch Recruiting Efforts for the Position

Note: Requesting personnel action to fill the job is a relatively straightforward step, so we have combined it with launching the recruiting process for simplification.

In most agencies, the hiring manager or program leader fills out an SF-52 form to request the hiring action for a specific position. This includes defining the position title, occupation, grade level, type of position, agency, location, pay plan, and other pertinent information. To do this, they verify that the funding is available and they have the budget authority to proceed. 

Though recruiting can begin before and after this step, this is the chance to begin recruiting in earnest. This can involve activating agency HR staff, engaging contract recruiting resources if they are available, preparing and launching agency social media announcements, and notifying recruitment networks (e.g., universities, professional organizations, alumni groups, stakeholders, communities of practice, etc.) of the job opening.

What Can Go Wrong

What Can Go Right

Conclusion

Following What Can Go Right practices in this beginning phase can reduce the risk of challenges emerging later on in the hiring process. Delays in decision making around budget allocation and program staffing, lingering ambiguity in the positions needed for programs, and delayed recruiting activities can lead to difficulties in accessing the candidate pools needed for the roles. This ultimately increases the risk of failure and may require a restart of the hiring process.

The best practices outlined here (e.g., anticipating budget decisions, adapting workforce plans, and expanding recruiting) set the stage for a successful hiring process. They require collaboration between HR leaders, recruiters and staffing specialists, budget and program professionals, workforce planners, and hiring managers to make sure they are taking action to increase the odds of hiring a successful employee.

The actions that OPM, the Chief Human Capital Officers Council (CHCO), their agencies, and others are taking as a result of the recent Hiring Experience Memo support many of the practices highlighted in What Can Go Right for each step of the process. Civil servants should pay attention to OPM’s upcoming webinars, guidance, and other events that aim to support you in implementing these practices.

As noted in our first blog on the hiring process for permitting talent, close engagement between key actors is critical to making the right decisions about workforce configuration and workload management. Starting right in this first phase increases the chances of success throughout the hiring process.

Democratizing Hiring: A Public Jobs Board for A Fairer, More Transparent Political Appointee Hiring Process

Current hiring processes for political appointees are opaque and problematic; job openings are essentially closed off except to those in the right networks. To democratize hiring, the next administration should develop a public jobs board for non-Senate-confirmed political appointments, which includes a list of open roles and job descriptions. By serving as a one-stop shop for those interested in serving in an administration, an open jobs board would bring more skilled candidates into the administration, diversify the appointee workforce, expedite the hiring process, and improve government transparency.

Challenge and Opportunity

Hiring for federal political appointee positions is a broken process. Even though political appointees steer some of the federal government’s most essential functions, the way these individuals are hired lacks the rigor and transparency expected in most other fields.

Political appointment hiring processes are opaque, favoring privileged candidates already in policy networks. There is currently no standardized hiring mechanism for filling political appointee roles, even though new administrations must fill thousands of lower-level appointee positions. Openings are often shared only through word-of-mouth or internal networks, meaning that many strong candidates with relevant domain expertise may never be aware of available opportunities to work in an administration. Though the Plum Book (an annually updated list of political appointees) exists, it does not list vacancies, meaning outside candidates must still have insider information on who is hiring.

These closed hiring processes are deeply problematic because they lead to a non-diverse pool of applicants. For example, current networking-based processes benefit graduates of elite universities, and similar networking-based employment processes such as employee referral programs tend to benefit White men more than any other demographic group. We have experienced this opaque process firsthand at the Aspen Tech Policy Hub; though we have trained hundreds of science and technology fellows who are interested in serving as appointees, we are unaware of any that obtained political appointment roles by means other than networking.

Appointee positions often do not include formal job descriptions, making it difficult for outside candidates to identify roles that are a good fit. Most political appointee jobs do not include a written, formalized job description—a standard best practice across every other sector. A lack of job descriptions makes it almost impossible for outside candidates utilizing the Plum Book to understand what a position entails or whether it would be a good fit. Candidates that are being recruited typically learn more about position responsibilities through direct conversations with hiring managers, which again favors candidates who have direct connections to the hiring team.

Hiring processes are inefficient for hiring staff. The current approach is not only problematic for candidates; it is also inefficient for hiring staff. Through the current process, PPO or other hiring staff must sift through tens of thousands of resumes submitted through online resume bank submissions (e.g. the Biden administration’s “Join Us” form) that are not tailored to specific jobs. They may also end up directly reaching out to candidates that may not actually be interested in specific positions, or who lack required specialized skills.

Given these challenges, there is significant opportunity to reform the political appointment hiring process to benefit both applications and hiring officials.

Plan of Action

The next administration’s Presidential Personnel Office (PPO) should pilot a public jobs board for Schedule C and non-career Senior Executive Service political appointment positions and expand the job board to all non-Senate-confirmed appointments if the pilot is successful. This public jobs board should eventually provide a list of currently open vacancies, a brief description for each currently open vacancy that includes a job description and job requirements, and a process for applying to that position.

Having a more transparent and open jobs board with job descriptions would have multiple benefits. It would:

Additionally, an open jobs board will allow administration officials to collect key data on applicant background and use these data to improve recruitment going forward. For example, an open application process would allow administration officials to collect aggregate data on education credentials, demographics, and work experience, and modify processes to improve diversity as needed. Having an updated, open list of positions will also allow PPO to refer strong candidates to other open roles that may be a fit, as current processes make it difficult for administration officials or hiring managers to know what other open positions exist.

Implementing this jobs board will require two phases: (1) an initial phase where the transition team and PPO modify their current “Join Us” form to list 50-100 key initial hires the administration will need to make; and (2) a secondary phase where it builds a more fulsome jobs board, launched in late 2025, that includes all open roles going forward. 

Phase 1. By early 2025, the transition team (or General Services Administration, in its transition support capacity) should identify 50-100 key Schedule C or non-career Senior Executive service hires they think the PPO will need to fill early in the administration, and launch a revised resume bank to collect applicants for these positions. The transition team should prioritize roles that a) are urgent needs for the new administration, b) require specialized skills not commonly found among campaign and transition staff (for instance technical or scientific knowledge), and c) have no clear candidate already identified. The transition team should then revise the current administration’s “Join Us” form to include this list of 50-100 soon-to-be vacant job roles, as well as provide a 2-3 sentence description of the job responsibilities, and allow outside candidates to explicitly note interest in these positions. This should be a relatively light lift, given the current “Join Us” form is fairly easy to build.

Phase 2. Early in the administration, PPO should build a larger, more comprehensive jobs board that should aim to go live in late 2025 and includes all open Schedule C or non-Senior Executive Service (SES) positions. Upon launch, this jobs board should include open jobs for whom no candidate has been identified, and any new Schedule C and non-SES appointments that are open going forward. As described in further detail in the FAQ section, every job listed should include a brief description of the position responsibilities and qualifications, and additional questions on political affiliation and demographics.

During this second phase, the PPO and the Office of Personnel Management (OPM) should identify and track key metrics to determine whether it should be expanded to cover all non-Senate confirmed appointments. For example, PPO and OPM could compare the diversity of applicants, diversity of hires, number of qualified candidates who applied for a position, time-to-hire, and number of vacant positions pre- and post-implementation of the jobs board. 

If the jobs board improves key metrics, PPO and OPM should expand the jobs board to all non-Senate confirmed appointments. This would include non-Senate confirmed Senior Executive Service appointee positions.

Conclusion

An open jobs board for political appointee positions is necessary to building a stronger and more diverse appointee workforce, and for improving government transparency. An open jobs board will strengthen and diversify the appointee workforce, require hiring managers to specifically write down job responsibilities and qualifications, reduce hiring time, and ultimately result in more successful hires.

This action-ready policy memo is part of Day One 2025 — our effort to bring forward bold policy ideas, grounded in science and evidence, that can tackle the country’s biggest challenges and bring us closer to the prosperous, equitable and safe future that we all hope for whoever takes office in 2025 and beyond.

PLEASE NOTE (February 2025): Since publication several government websites have been taken offline. We apologize for any broken links to once accessible public data.

Frequently Asked Questions
Why can’t candidates just use the Plum Book to find relevant job opportunities?
Outside applicants seeking appointee positions in an administration are frequently advised to read the Plum Book, an annually updated list of political appointments in an administration. However, the Plum Book does not state what positions are currently recruiting, which means that to be effective, a job seeker will need insider information on who is currently hiring.
Why should PPO be responsible for implementing this jobs board?
The Presidential Personnel Office (PPO), in partnership with the US Office of Personnel Management (OPM), should ultimately run and implement the jobs board. As the main entity responsible for recruiting and vetting appointments for a new administration, PPO is in a good position to manage this board. The PPO should also work closely with OPM, as they are currently responsible for implementing and updating the electronic Plum Book, as per 5 U.S.C. 3330f (the Periodically Listing Updates to Management [PLUM] Act of 2022), and therefore have relevant connections to all agencies with political appointees.
How should PPO manage a jobs platform if they are overwhelmed by the number of applications?

An open jobs board will attract many applicants, perhaps more than the PPO’s currently small team can handle. If the PPO is overwhelmed by the number of job applicants it can either directly forward resumes to hiring managers — thereby reducing burden on PPO itself — or consider hiring a vetted third-party to sort through submitted resumes and provide a smaller, more focused list of applicants for PPO to consider.


PPO can also include questions to enable candidates to be sorted by political experience and political alignment, so as (for instance) to favor those who worked on the president’s campaign.

How will this job board increase efficiency if hiring managers have to develop job descriptions?
Though hiring managers will have to write job descriptions, they will ultimately save time in this process by finding more qualified candidates for specific positions, and by reducing time-to-hire. Some political appointee positions can remain unfilled for months, and an open jobs board would reduce the time-to-hire for those more difficult-to-fill positions. This process will also result in better hires, and ultimately more time savings, since hiring managers will need to have the discipline to think through key qualifications and responsibilities before making a hire.
Are there examples of other governments that have implemented open jobs board processes for appointee positions?
Yes, mainly at the state and local level. The Governor’s Office of Maryland, for example, recruited for political appointee positions like Special Assistant and Chief Innovation Officer positions via open job postings. The incoming administration could work with staff organizing these hiring processes at the state/local level to learn about how they are able to manage these processes efficiently.
What would be the cost of this recommendation?

Both phases of our recommendation would be a relatively light lift, and most costs would come from staff time. Phase 1 costs will solely include staff time; we suspect it will take ⅓ to ½ of an FTE’s time over 3 months to source the 50-100 high-priority jobs, write the job descriptions, and incorporate them into the existing “Join Us” form.


Phase 2 costs will include staff time and cost of deploying and maintaining the platform. We suspect it will take 4-5 months to build and test the platform, and to source the job descriptions. The cost of maintaining the Phase 2 platform will ultimately depend on the platform chosen. Ideally, this jobs board would be hosted on an easy-to-use platform like Google, Lever, or Greenhouse that can securely hold applicant data. If that proves too difficult, it could also be built on top of the existing USAJobs site.

Are there any existing resources the transition teams or PPO can use to build this jobs platform?

PPO may be able to use existing government resources to help fund this effort. The PPO may be able to pull on personnel from the General Services Administration in their transition support capacity to assist with sourcing and writing job descriptions. PPO can also work with in-house technology teams at the U.S. Digital Service to actually build the platform, especially given they have considerable expertise in reforming hiring for federal technology positions.

How will the PPO preserve the confidentiality of job functions?
We understand that some political appointee positions have confidential job responsibilities that cannot be disclosed in a fully public jobs board. Even for confidential roles, hiring managers should be able to write simple, one paragraph job descriptions that provide a high-level overview of a role and do not disclose confidential information.
What information should be contained in a job entry?
Every job listed on the jobs board should include the position name, a brief (at least one paragraph) description, and a list of qualifications. Applicants should be able to submit their resumes and cover letters for positions they are interested in. The jobs board should also include additional questions asking candidates for evidence of their political affiliation and previous campaign work, as this will allow hiring teams to specifically identify candidates who share the values of the administration for which they will be working, and demographic information to assess whether jobs are reaching a diverse group of applicants.

Building a Comprehensive NEPA Database to Facilitate Innovation

The Inflation Reduction Act and the Infrastructure Innovation and Jobs Act are set to drive $300 billion in energy infrastructure investment by 2030. Without permitting reform, lengthy review processes threaten to make these federal investments one-third less effective at reducing greenhouse gas emissions. That’s why Congress has been grappling with reforming the National Environmental Policy Act (NEPA) for almost two years. Yet, despite the urgency to reform the law, there is a striking lack of available data on how NEPA actually works. Under these conditions, evidence-based policy making is simply impossible. With access to the right data and with thoughtful teaming, the next administration has a golden opportunity to create a roadmap for permitting software that maximizes the impact of federal investments.

Challenge and Opportunity

NEPA is a cornerstone of U.S. environmental law, requiring nearly all federally funded projects—like bridges, wildfire risk-reduction treatments, and wind farms—to undergo an environmental review. Despite its widespread impact, NEPA’s costs and benefits remain poorly understood. Although academics and the Council on Environmental Quality (CEQ) have conducted piecemeal studies using limited data, even the most basic data points, like the average duration of a NEPA analysis, remain elusive. Even the Government Accountability Office (GAO), when tasked with evaluating NEPA’s effectiveness in 2014, was unable to determine how many NEPA reviews are conducted annually, resulting in a report aptly titled “National Environmental Policy Act: Little Information Exists on NEPA Analyses.”

The lack of comprehensive data is not due to a lack of effort or awareness. In 2021, researchers at the University of Arizona launched NEPAccess, an AI-driven program aimed at aggregating publicly available NEPA data. While successful at scraping what data was accessible, the program could not create a comprehensive database because many NEPA documents are either not publicly available or too hard to access, namely Environmental Assessments (EAs) and Categorical Exclusions (CEs). The Pacific Northwest National Laboratory (PNNL) also built a language model to analyze NEPA documents but contained their analysis to the least common but most complex category of environmental reviews, Environmental Impact Statements (EISs).

Fortunately, much of the data needed to populate a more comprehensive NEPA database does exist. Unfortunately, it’s stored in a complex network of incompatible software systems, limiting both public access and interagency collaboration. Each agency responsible for conducting NEPA reviews operates its own unique NEPA software. Even the most advanced NEPA software, SOPA used by the Forest Service and ePlanning used by the Bureau of Land Management, do not automatically publish performance data.

Analyzing NEPA outcomes isn’t just an academic exercise; it’s an essential foundation for reform. Efforts to improve NEPA software have garnered bipartisan support from Congress. CEQ recently published a roadmap outlining important next steps to this end. In the report, CEQ explains that organized data would not only help guide development of better software but also foster broad efficiency in the NEPA process. In fact, CEQ even outlines the project components that would be most helpful to track (including unique ID numbers, level of review, document type, and project type).

Put simply, meshing this complex web of existing softwares into a tracking database would be nearly impossible (not to mention expensive). Luckily, advances in large language models, like the ones used by NEPAccess and PNNL, offer a simpler and more effective solution. With properly formatted files of all NEPA documents in one place, a small team of software engineers could harness PolicyAI’s existing program to build a comprehensive analysis dashboard.

Plan of Action

The greatest obstacles to building an AI-powered tracking dashboard are accessing the NEPA documents themselves and organizing their contents to enable meaningful analysis. Although the administration could address the availability of these documents by compelling agencies to release them, inconsistencies in how they’re written and stored would still pose a challenge. That means building a tracking board will require open, ongoing collaboration between technologists and agencies.

Conclusion

The stakes are high. With billions of dollars in federal climate and infrastructure investments on the line, a sluggish and opaque permitting process threatens to undermine national efforts to cut emissions. By embracing cutting-edge technology and prioritizing transparency, the next administration can not only reshape our understanding of the NEPA process but bolster its efficiency too.

This action-ready policy memo is part of Day One 2025 — our effort to bring forward bold policy ideas, grounded in science and evidence, that can tackle the country’s biggest challenges and bring us closer to the prosperous, equitable and safe future that we all hope for whoever takes office in 2025 and beyond.

PLEASE NOTE (February 2025): Since publication several government websites have been taken offline. We apologize for any broken links to once accessible public data.

Frequently Asked Questions
Why is it important to have more data about Environmental Assessments and Categorical Exclusions?

It’s estimated that only 1% of NEPA analyses are Environmental Impact Statements (EISs), 5% are Environmental Assessments (EAs), and 94% are Categorical Exclusions (CEs). While EISs cover the most complex and contentious projects, using only analysis of EISs to understand the NEPA process paints an extremely narrow picture of the current system. In fact, focusing solely on EISs provides an incomplete and potentially misleading understanding of the true scope and effectiveness of NEPA reviews.


The vast majority of projects undergo either an EA or are afforded a CE, making these categories far more representative of the typical environmental review process under NEPA. EAs and CEs often address smaller projects, like routine infrastructure improvements, which are critical to the nation’s broader environmental and economic goals. Ignoring these reviews means disregarding a significant portion of federal environmental decision-making; as a result, policymakers, agency staff, and the public are left with an incomplete view of NEPA’s efficiency and impact.

Using Home Energy Rebates to Support Market Transformation

Without market-shaping interventions, federal and state subsidies for energy-efficient products like heat pumps often lead to higher prices, leaving the overall market worse off when rebates end. This is a key challenge that must be addressed as the Department of Energy (DOE) and states implement the Inflation Reduction Act’s Home Electrification and Appliance Rebates (HEAR) program. 

DOE should prioritize the development of evidence-based market-transformation strategies that states can implement with their HEAR funding. The DOE should use its existing allocation of administrative funds to create a central capability to (1) develop market-shaping toolkits and an evidence base on how state programs can improve value for money and achieve market transformation and (2) provide market-shaping program implementation assistance to states.

There are proven market-transformation strategies that can reduce costs and save consumers billions of dollars. DOE can look to the global public health sector for an example of what market-shaping interventions could do for heat pumps and other energy-efficient technologies. In that arena, the Clinton Health Access Initiative (CHAI) has shown how public funding can support market-based transformation, leading to sustainably lower drug and vaccine prices, new types of “all-inclusive” contracts, and improved product quality. Agreements negotiated by CHAI and the Bill and Melinda Gates Foundation have generated over $4 billion in savings for publicly financed health systems and improved healthcare for hundreds of millions of people. 

Similar impact can be achieved in the market for heat pumps if DOE and states can supply information to empower consumers to purchase the most cost-effective products, offer higher rebates for those cost-effective products, and seek supplier discounts for heat pumps eligible for rebates. 

Challenge and Opportunity 

HEAR received $4.5 billion in appropriations from the Inflation Reduction Act and provides consumers with rebates to purchase and install high-efficiency electric appliances. Heat pumps, the primary eligible appliance, present a huge opportunity for lowering overall greenhouse gas emissions from heating and cooling, which makes up over 10% of global emissions. In the continental United States, studies have shown that heat pumps can reduce carbon emissions up to 93% compared to gas furnaces across their lifetime

However, direct-to-consumer rebate programs have been shown to enable suppliers to increase prices unless these subsidies are used to reward innovation and reduce cost. If subsidies are dispersed and the program design is not aligned with a market-transformation strategy, the result will be a short-term boost in demand followed by a fall-off in consumer interest as prices increase and the rebates are no longer available. This is a problem because program funding for heat pump rebates will support only ~500,000 projects over the life of the program—but more than 50 million households will need to convert to heat pumps in order to decarbonize the sector.

HEAR aims to address this through Market Transformation Plans, which states are required to submit to DOE within a year after receiving the award. States will then need to obtain DOE approval before implementing them. We see several challenges with the current implementation of HEAR: 

Despite these challenges, DOE has a clear opportunity to increase the impact of HEAR rebates by providing program design support to states for market-transformation goals. To ensure a competitive market and better value for money, state programs need guidance on how to overcome barriers created by information asymmetry – meaning that HVAC contractors have a much better understanding of the technical and cost/benefit aspects of heat pumps than consumers do. Consumers cannot work with contractors to select a heat pump solution that represents the best value for money if they do not understand the technical performance of products and how operating costs are affected by Seasonal Energy Efficiency Rating, coefficient of performance, and utility rates. If consumers are not well-informed, market outcomes will not be efficient. Currently, consumers do not have easy access to critical information such as the tradeoff in costs between increased Seasonal Energy Efficiency Rating and savings on monthly utility bills. 

Overcoming information asymmetry will also help lower soft costs, which is critical to lowering the cost of heat pumps. Based on studies conducted by New York State, Solar Energy Industries Association and DOE, soft costs run over 60% of project costs in some cases and have increased over the past 10 years.

There is still time to act, as thus far only a few states have received approval to begin issuing rebates and state market-transformation plans are still in the early stages of development.

Plan of Action 

Recommendation 1. Establish a central market transformation team to provide resources and technical assistance to states.

To limit cost and complexity at the state level for designing and staffing market-transformation initiatives, the DOE should set up central resources and capabilities. This could either be done by a dedicated team within the Office of State and Community Energy Programs or through a national lab. Funding would come from the 3% of program funds that DOE is allowed to use for administration and technical assistance. 

This team would:

Data collection, analysis, and consistent reporting are at the heart of what this central team could provide states. The DOE data and tools requirements guide already asks states to provide information on the invoice, equipment and materials, and installation costs for each rebate transaction. It is critical that the DOE and state programs coordinate on how to collect and structure this data in order to benefit consumers across all state programs.

A central team could provide resources and technical assistance to State Energy Offices (SEOs) on how to implement market-shaping strategies in a phased approach.

Phase 1. Create greater price transparency and set benchmarks for pricing on the most common products supported by rebates.

The central market-transformation team should provide technical support to states on how to develop benchmarking data on prices available to consumers for the most common product offerings. Consumers should be able to evaluate pricing for heat pumps like they do for major purchases such as cars, travel, or higher education. State programs could facilitate these comparisons by having rebate-eligible contractors and suppliers provide illustrative bids for a set of 5–10 common heat pump installation scenarios, for example, installing a ductless mini-split in a three-bedroom home.

States should also require contractors to provide hourly rates for different types of labor, since installation costs are often ~70% of total project costs. Contractors should only be designated as recommended or preferred service providers (with access to HEAR rebates) if they are willing to share cost data.

In addition, the central market-transformation team could facilitate information-sharing and data aggregation across states to limit confusion and duplication of data. This will increase price transparency and limit the work required at the state level to find price information and integrate with product technical performance data.

Phase 2. Encourage price and service-level competition among suppliers by providing consumers with information on how to judge value for money.

A second area to improve market outcomes is by promoting competition. Price transparency supports this goal, but to achieve market transformation programs need to go further to help consumers understand what products, specific to their circumstances, offer best value for money. 

In the case of a heat pump installation, this means taking account of fuel source, energy prices, house condition, and other factors that drive the overall value-for-money equation when achieving improved energy efficiency. Again, information asymmetry is at play. Many energy-efficiency consultants and HVAC contractors offer to advise on these topics but have an inherent bias to promoting their products and services. There are no easily available public sources of reliable benchmark price/performance data for ducted and ductless heat pumps for homes ranging from 1500 to 2700 square feet, which would cover 75% of the single-family homes in the United States. 

In contrast, the commercial building sector benefits from very detailed cost information published on virtually every type of building material and specialty trade procedure. Data from sources such as RSMeans provides pricing and unit cost information for ductwork, electrical wiring, and mean hourly wage rates for HVAC technicians by region. Builders of newly constructed single-family homes use similar systems to estimate and manage the costs of every aspect of the new construction process. But a homeowner seeking to retrofit a heat pump into an existing structure has none of this information. Since virtually all rebates are likely to be retrofit installations, states and the DOE have a unique interest in making this market more competitive by developing and publishing cost/performance benchmarking data. 

State programs have considerable leverage that can be used to obtain the information needed from suppliers and installers. The central market-transformation team should use that information to create a tool that provides states and consumers with estimates of potential bill savings from installation of heat pumps in different regions and under different utility rates. This information would be very valuable to low- and middle-income (LMI) households, who are to receive most of the funding under HEAR.

Phase 3. Use the rebate program to lower costs and promote best-value products by negotiating product and service-level agreements with suppliers and contractors and awarding a higher level of rebate to installations that represent best value for money.

By subsidizing and consolidating demand, SEOs will have significant bargaining power to achieve fair prices for consumers.

First, by leveraging relationships with public and private sector stakeholders, SEOs can negotiate agreements with best-value contractors, offering guaranteed minimum volumes in return for discounted pricing and/or longer warranty periods for participating consumers. This is especially important for LMI households, who have limited home improvement budgets and experience disproportionately higher energy burdens, which is why there has been limited uptake of heat pumps by LMI households. In return, contractors gain access to a guaranteed number of additional projects that can offset the seasonal nature of the business.

Second, as states design the formulas used to distribute rebates, they should be encouraged to create systems that allocate a higher proportion of rebates to projects quoted at or below the benchmark costs and a smaller proportion or completely eliminate the rebates to projects higher than the benchmark. This will incentivize contractors to offer better value for money, as most projects will not proceed unless they receive a substantial rebate. States should also adopt a similar process as New York and Wisconsin in creating a list of approved contractors that adhere to “reasonable price” thresholds.

Recommendation 2. For future energy rebate programs, Congress and DOE can make market transformation more central to program design. 

In future clean energy legislation, Congress should direct DOE to include the principles recommended above into the design of energy rebate programs, whether implemented by DOE or states. Ideally, that would come with either greater funding for administration and technical assistance or dedicated funding for market-transformation activities in addition to the rebate program funding. 

For future rebate programs, DOE could take market transformation a step further by establishing benchmarking data for “fair and reasonable” prices from the beginning and requiring that, as part of their applications, states must have service-level agreements in place to ensure that only contractors that are at or below ceiling prices are awarded rebates. Establishing this at the federal level will ensure consistency and adoption at the state level.

Conclusion

The DOE should prioritize funding evidence-based market transformation strategies to increase the return on investment for rebate programs. Learning from U.S.-funded programs for global public health, a similar approach can be applied to the markets for energy-efficient appliances that are supported under the HEAR program. Market shaping can tip the balance towards more cost-effective and better-value products and prevent rebates from driving up prices. Successful market shaping will lead to sustained uptake of energy-efficient appliances by households across the country.

This action-ready policy memo is part of Day One 2025 — our effort to bring forward bold policy ideas, grounded in science and evidence, that can tackle the country’s biggest challenges and bring us closer to the prosperous, equitable and safe future that we all hope for whoever takes office in 2025 and beyond.

PLEASE NOTE (February 2025): Since publication several government websites have been taken offline. We apologize for any broken links to once accessible public data.

Frequently Asked Questions
Why are prices driven up by subsidies?

There is compelling evidence that federal and state subsidies for energy-efficient products can lead to price inflation, particularly in the clean energy space. The federal government has offered tax credits in the residential solar space for many years. While there has been a 64% reduction in the ex-factory photovoltaic module price for residential panels, the total residential installed cost per kWh has increased. The soft costs, including installation, have increased over the same period and are now ~65% or more of total project costs.


In 2021, the National Bureau of Economic Research linked consumer subsidies with firms charging higher prices, in the case of Chinese cell phones. The researchers found that by introducing competition for eligibility, through techniques such as commitment to price ceilings, price increases were mitigated and, in some cases, even reduced, creating more consumer surplus. This type of research along with the observed price increases after tax credits for solar show the risks of government subsidies without market-shaping interventions and the likely detrimental long-term impacts.

In which contexts has market-shaping/transformation work succeeded in the global health sector?

CHAI has negotiated over 140 agreements for health commodities supplied to low-and-middle-income countries (LMICs) with over 50 different companies. These market-shaping agreements have generated $4 billion in savings for health systems and touched millions of lives.


For example, CHAI collaborated with Duke University and Bristol Myers Squibb to combat hepatitis-C, which impacts 71 million people, 80% of whom are in LMICs, mostly in Southeast Asia and Africa [see footnote]. The approval in 2013 of two new antiviral drugs transformed treatment for high-income countries, but the drugs were not marketed or affordable in LMICs. Through its partnerships and programming, CHAI was able to achieve initial pricing of $500 per treatment course for LMICs. Prices fell over the next six years to under $60 per treatment course while the cost in the West remained at over $50,000 per treatment course. This was accomplished through ceiling price agreements and access programs with guaranteed volume considerations.


CHAI has also worked closely with the Bill and Melinda Gates Foundation to develop the novel market-shaping intervention called a volume guarantee (VG), where a drug or diagnostic test supplier agrees to a price discount in exchange for guaranteed volume (which will be backstopped by the guarantor if not achieved). Together, they negotiated a six-year fixed price VG with Bayer and Merck for contraceptive implants that reduced the price by 53% for 40 million units, making family planning more accessible for millions and generating $500 million in procurement savings.


Footnote: Hanafiah et al., Global epidemiology of hepatitis C virus infection: New estimates of age-specific antibody to HCV seroprevalence, J Hepatol. (2013), Volume 57, Issue 4, Pages 1333–1342; Gower E, Estes C, Blach S, et al. Global epidemiology and genotype distribution of the hepatitis C virus infection. J Hepatol. (2014),61(1 Suppl):S45-57; World Health Organization. Work conducted by the London School of Hygiene and Tropical Medicine. Global Hepatitis Report 2017.

How are states implementing HEAR?

Many states are in the early stages of setting up the program, so they have not yet released their implementation plans. However, New York and Wisconsin indicate which contractors are eligible to receive rebates through approved contractor networks on their websites. Once a household applies for the program, they are put in touch with a contractor from the approved state network, which they are required to use if they want access to the rebate. Those contractors are approved based on completion of training and other basic requirements such as affirming that pricing will be “fair and reasonable.” Currently, there is no detail about specific price thresholds that suppliers need to meet (as an indication of value for money) to qualify.

How can states get benchmark data given the variation between homes for heat pump installation?

DOE’s Data and Tools Requirements document lays out the guidelines for states to receive federal funding for rebates. This includes transaction-level data that must be reported to the DOE monthly, including the specs of the home, the installation costs, and the equipment costs. Given that states already have to collect this data from contractors for reporting, this proposal recommends that SEOs streamline data collection and standardize it across all participating states, and then publish summary data so consumers can get an accurate sense of the range of prices.


There will be natural variation between homes, but by collecting a sufficient sample size and overlaying efficiency metrics like Seasonal Energy Efficiency Rating, Heating Seasonal Performance Factor, and coefficient of performance, states will be able to gauge value for money. Rewiring America and other nonprofits have software that can quickly make these calculations to help consumers understand the return on investment for higher-efficiency (and higher-cost) heat pumps given their location and current heating/cooling costs.

What impact would price transparency and benchmark data have?

In the global public health markets, CHAI has promoted price transparency for drugs and diagnostic tests by publishing market surveys that include product technical specifications, and links to product performance studies. We show the actual prices paid for similar products in different countries and by different procurement agencies. All this information has helped public health programs migrate to the best-in-class products and improve value for money. Stats could do the same to empower consumers to choose best-in-class and best-value products and contractors.