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POSITION DESCRIPTION ASSISTANT TO THE PRESIDENT AND CHIEF OF STAFF TO THE FIRST LADY, WHITE HOUSE OVERVIEW Position Type Presidential appointment (PA) Agency Mission The Office of the First Lady is composed of staff accountable to the first lady of the United States. The office is part of the White House Office in the Executive Office of the President. Position Overview The chief of staff to the first lady supports the first lady’s efforts to engage in and advance the president’s domestic and global policy initiatives, and supports her traditional duties. Compensation $176,461 in 2016 i Position Reports to The First Lady and the White House Chief of Staff RESPONSIBILITIES Management Scope The chief of staff is responsible for overall management of daily operations that support the first lady. As of 2012, the position has overseen the staff work of six departments: policy and projects; scheduling; advance; correspondence; press; and the social office. The office currently has 25-30 people. ii Primary Responsibilities Leads all strategy and operations for the Office of the First Lady Acts as liaison for all matters involving both the president and first lady’s joint events and schedule Guides the staff’s work, including domestic and international initiatives Coordinates with the chief usher the general operations of Camp David, the executive residence, including events, residence personnel and first family matters
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Page 1: Update title in document properties  Web viewUpdate title in document properties. ... Command of the spoken and written word. ... Senior Vice President of Booz Allen Hamilton,

POSITION DESCRIPTION

ASSISTANT TO THE PRESIDENT AND CHIEF OF STAFF TO THE FIRST LADY, WHITE HOUSE

OVERVIEWPosition Type Presidential appointment (PA)

Agency Mission The Office of the First Lady is composed of staff accountable to the first lady of the United States. The office is part of the White House Office in the Executive Office of the President.

Position Overview The chief of staff to the first lady supports the first lady’s efforts to engage in and advance the president’s domestic and global policy initiatives, and supports her traditional duties.

Compensation $176,461 in 2016i

Position Reports to The First Lady and the White House Chief of Staff

RESPONSIBILITIESManagement Scope The chief of staff is responsible for overall management of daily

operations that support the first lady. As of 2012, the position has overseen the staff work of six departments: policy and projects; scheduling; advance; correspondence; press; and the social office. The office currently has 25-30 people.ii

Primary Responsibilities Leads all strategy and operations for the Office of the First Lady Acts as liaison for all matters involving both the president and

first lady’s joint events and schedule Guides the staff’s work, including domestic and international

initiatives Coordinates with the chief usher the general operations of

Camp David, the executive residence, including events, residence personnel and first family matters

Represents the first lady as a surrogate at functions, and with the mediaiii

Is responsible for establishing a good working relationship with the West Wing within the first couple of years, given that the Office of the First Lady is often seen as a liability at first

Plays an important role in the reelection campaign

Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Firm understanding of policy initiatives and political implications

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Communications and media experience Must know Washington community Must know how to stage events or have ability to get that

expertise Confidence of the First Lady and the knowledge of her interests

and needs Knowledge of and good relationship with the West Wing (a

plus)

Competencies Strong management and administrative skills Ability to work closely with West Wing counterparts on all policy

matters that advance the president’s agenda Ability to pivot from overseeing traditional duties of the first lady

(White House ceremonies) as well as direct global and domestic policy initiatives

PAST APPOINTEESTina Tchen (2011 to current) - Director of the White House Office of Public Engagement; Partner at Skadden, Arps, Slate, Meagher & Flom LLPiv

Susan Sher (2009 to 2011) - White House Associate Counsel; Vice President at the University of Chicago Medical Center; Corporation Counsel of Chicagov

Jackie Norris (2008 to 2009) - Senior Adviser and Scheduler for Senator Obama's Iowa campaign; High School Government and History Teachervi

ENDNOTES

This position description was created with the help of Martha Kumar from the White House Transition Project, which provides information to a new White House staff about their individual offices thereby streamlining the process of transition from one administration to the next.

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

ASSISTANT TO THE PRESIDENT AND CHIEF OF STAFF TO THE VICE PRESIDENT, WHITE HOUSE

OVERVIEWPosition Type Presidential appointment (PA)

Agency Mission The Office of the Vice President serves the vice president in the performance of the many activities incident to his immediate office.vii

Position Overview The chief of staff to the vice president oversees all the operations of the vice president’s office and supervises the vice president’s executive support, Senate and residential staffs. This individual advises the vice president on the full range of issues facing the president, the vice president and the Senate functions of the vice presidency.

Compensation $160,000 - $175,000

Position Reports to The Vice President

RESPONSIBILITIESManagement Scope The chief of staff oversees staff size and compensation within the

applicable salary ceiling, vice presidentially determined. The office of the vice president has approximately 50 people, including agency assignees. The chief of staff to the vice president manages appropriations in the annual legislative branch appropriations act for vice presidential executive support, Senate and residential ($2,417,248 in 2016), and the annual financial services appropriations act ($4,228,000 proposed for 2017).viii

Primary Responsibilities Serves as an advisor to the president Supports the vice president in his constitutional, Senate,

executive assistance, ceremonial and other roles Advises the vice president on president’s agenda, strategy,

messaging and more Coordinates vice presidential activity with White House senior

staff Assists the vice president in ensuring continuity of operations

under full range of emergency and other conditions Manages the vice president’s schedule Supervises vice presidential staff and manages vice

presidential appropriations, subject to the direction of the vice president ix

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Varies from one administration to the next but the following would

be helpful:

Broad understanding of the laws as well as policy Strong leadership skills and extensive experience managing

personnel and funds Experience with legislative and executive branches of the

federal government Trust and confidence of the vice president

Competencies Intelligence, loyalty, integrity and good judgment Collegiality, flexibility and humility

PAST APPOINTEESSteve Ricchetti (2013 to current) - Counselor to the Vice President; President of Ricchetti Inc; Deputy Chief of Staff and Deputy Assistant to the President for Legislative Affair to President Clintonx

Bruce Reed (2011 to 2013) - Executive Director of National Commission on Fiscal Responsibility and Reform; CEO of Democratic Leadership Council; Chief Domestic Policy Advisor and Director of the Domestic Policy Council; Deputy Campaign Manager for Clinton Campaignxi

Ronald Klain (1995 to 1999, 2008 to 2011) - Executive Vice President and General Counsel of Revolution, LLC; Partner at O’Melveny & Myers; Chief of Staff and Counselor to Attorney General Janet Renoxii

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

ASSISTANT TO THE PRESIDENT AND COUNSEL TO THE PRESIDENT, WHITE HOUSE

OVERVIEWPosition Type Presidential appointment (PA)

Agency Mission The Office of White House Counsel advises the president, the Office of the President and the White House staff on all legal issues pertaining to the president and the White House.xiii

Position Overview The counsel to the president is a key member of the White House senior staff, responsible for advising the president in his official capacity on legal issues.xiv

Compensation $176,461 in 2016xv

Position Reports to Reports to the president through the White House chief of staff

RESPONSIBILITIESManagement Scope There are about 40 people in the Office of the Counsel to the

President. In recent history the office has tended to start with approximately 15 lawyers and grow over time as the complexity of legal issues facing the president expands. Generally, the office consists of one or two deputy counsels, a varying number of associate and assistant counsels, a special counsel when a “short-term crisis issue” arises, a senior counsel and various support staff. The counsel to the president also manages the ethics counsel.

Primary Responsibilities Advises on presidential powers and defense of presidential constitutional prerogatives, including but not limited to: executive privilege, presidential disability and succession.

Serves as an advisor on the presidency as an institution, not as the president’s personal lawyer

Makes recommendations regarding editing and clearing presidential statements and speeches

Writes executive orders Oversees and participates in presidential nominations and

appointments to executive and judicial branches (supervises the vetting and clearance process, prepares nominee for confirmation hearing)

Advises on presidential actions relating to the legislative process

Advises on ethical questions, including but not limited to: educating staffers on ethics of rules and records management, and monitoring adherence (for the whole administration,

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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establishes guidelines at start of administration) Monitors and handles department, agency and White House

staff contacts with the Department of Justice Reviews all investigations and associated proceedings that

focus on the White House Advises on matters relating to the president’s exercise of his

war powers Advises on proposed invocations of executive privilegexvi

Does all preparatory work on Supreme Court nominees Liaises with Office of Legal Counsel in the Department of

Justice

Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Deep proven experience as a legal advisor in sensitive and

politically charged situations Well-informed about presidential policy, with ability to balance

sound legal reasoning with policy considerations Ready access to information and knowledge on how and

where to get it, as well as who has itxvii

Competencies Ability to master a broad range of material with cross currents of legal, political and constitutional issues

Comfortable with crisis management—working in unpredictable crisis situations with incomplete facts and able to meet quick deadlines for advice and action

Ability to maintain good relations with the office of legal counsel and others

Established personal and professional reputation and strength to direct the president—including the ability to tell the president when not to do things he is considering and to explain the reasons whyxviii

PAST APPOINTEESWarren “Neil” Eggleston (2014 to present) - Partner, Kirkland & Ellis; Associate Counsel, White Housexix

Kathy Ruemmler (2011 to 2014) - Principal Associate Deputy Attorney General, Department of Justice; Assistant United States Attorney, Department of Justice; Deputy Director, Enron Task Forcexx

Bob Bauer (2010 to 2011) – Partner, Perkins Coiexxi

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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ENDNOTES

This position description was created with the help of Martha Kumar from the White House Transition Project, which provides information to a new White House staff about their individual offices thereby streamlining the process of transition from one administration to the next.

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

Page 8: Update title in document properties  Web viewUpdate title in document properties. ... Command of the spoken and written word. ... Senior Vice President of Booz Allen Hamilton,

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

ASSISTANT TO THE PRESIDENT AND DIRECTOR OF COMMUNICATIONS, WHITE HOUSE

OVERVIEWPosition Type Presidential appointment (PA)

Agency Mission The Office of Communications crafts the message the president delivers to the world, from inception to execution. From planning an address to the nation to working closely with local newspapers, the Office of Communications collaborates with media of all types to advance the agenda of the president.xxii

Position Overview The director of communications develops the communications strategy and messaging for presidential initiatives. He or she advises the president on communications and press issues, and coordinates and manages communications across departments and agencies.

Compensation $174,714 in 2016xxiii

Position Reports to White House Chief of Staff

RESPONSIBILITIESManagement Scope As of 2012, has overseen and managed a staff of approximately 24

people.

Primary Responsibilities Develops communications strategy, messaging and long-range planning

Advises the president on communications and media issues Coordinates communications across Cabinet departments and

agencies Oversees presidential speeches, radio addresses, video

tapings and messaging events Prepares the president for press conferences, media interviews

and other media events Manages a 21st-century proactive communications shop using

all forms of traditional and new media Serves as a presidential spokespersonxxiv

Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIES

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Requirements Strategic communications planning expertise and experience Understanding of presidential policy initiatives and political

sensitivities Press and/or media-relations experience

Competencies Management skills Strong written and oral communications skills

PAST APPOINTEESJen Psaki (2015 to current) – State Department Chief Spokeswoman; White House Deputy Communications Director; Spokeswoman for Senator Obama’s campaign for Presidentxxv

Jennifer Palmieri (2013 to 2015) – White House Deputy Director of Communications; President of the Center for American Progress Action Fund; National Press Secretary for the 2004 Edwards for President campaign and the National Press Secretary for the Democratic National Committee in 2002xxvi

Daniel Pfeiffer (2009 to 2013) – Member, Obama Transition Team; Deputy Communications Director, Obama For President; Traveling Press Secretary, Obama for President; Spokesman, Senators Tim Johnson, Tom Daschle and Evan Bayh; Spokesman, Vice President Al Gorexxvii

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

ASSISTANT TO THE PRESIDENT AND DIRECTOR OF SPEECHWRITING, EXECUTIVE OFFICE OF THE PRESIDENT

OVERVIEWPosition Type Presidential appointment (PA)xxviii

Agency Mission The Office of Communications crafts the message the president delivers to the world, from inception to execution. From planning an address to the nation to working closely with local newspapers, the Office of Communications collaborates with media of all types to advance the agenda of the president.xxix

Position Overview The assistant to the president and director of speechwriting oversees all of the president’s public remarks.xxx

Compensation $176,461 in 2016xxxi

Position Reports to Reports through White House Chief of Staff to the President

RESPONSIBILITIESManagement Scope Former assistants to the president for speechwriting have directed

a speechwriting team, which generally includes two deputies and a core team that writes, edits, researches and fact checks every speech. The speechwriting team varies in size and scope, depending on the preferences of the president.

Primary Responsibilities Writes speeches for the president in the president’s voice, for a variety of public appearances

Consults directly with the president to discuss speechesxxxii

Collaborates with a large number of White House employees, including policy advisors, researchers and other writersxxxiii

Knows the position, policy agenda and preferred writing and speaking style of the president

Meets with the president, White House chief of staff and other senior staff members, as appropriate, to identify the goal of the speech and the broad framework of points or messages

Researches topics, understands audience and factors in the means for conveying the message

Blends points, themes, positions and messages with research to create an informative, original and authentic speech for the presidentxxxiv

Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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REQUIREMENTS AND COMPETENCIESRequirements Command of the spoken and written word

Thorough understanding of the political climate, and the president’s agenda and policies

A strong sense of history and literature

Competencies Comfortable maintaining anonymityxxxv

Willingness to work long hours to meet deadlinesxxxvi

Willingness to collaborate with other White House employeesxxxvii

Ability to translate complex economic and policy issues into a clear message for the general public

Ability to write in a voice that reflects the character and style of the president

Ability to absorb facts and impacts of crisis situations and write swiftly under pressure, without sacrificing quality of thought

Comfortable accepting criticism and comments, and ability to deftly incorporate changes into redraftsxxxviii

PAST APPOINTEESCody Keenan (2012 to present)xxxix - Deputy Director of Speechwriting, Executive Office of the Presidentxl; Speechwriter, President Obama’s General Election Campaignxli; Legislative Aide, Senatexlii

Jon Favreau (2009 to 2012) - Director of Speechwriting, President Obama’s General Election Campaign; Deputy Director of Speechwriting, former Sen. John Kerry’s General Election Campaign; Speechwriter, then President-elect Obama’s Senate officexliii

Marc Thiessen (2008 to 2009) - Chief Speechwriter to Secretary Rumsfeld, Department of Defensexliv; Spokesman and Senior Policy Advisor to Senate Foreign Relations Committee Chairman; Press Secretary, 1994 Huffington for Senate Campaign in Californiaxlv

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

ASSISTANT TO THE PRESIDENT AND DIRECTOR OF THE OFFICE OF LEGISLATIVE AFFAIRS, WHITE HOUSE

OVERVIEWPosition Type Presidential appointment (PA)

Agency Mission The Office of Legislative Affairs serves as the president's primary liaison to Congress and is responsible for advancing the president’s legislative agenda on Capitol Hill.xlvi

Position Overview The assistant to the president and director of the Office of Legislative Affairs is the president’s chief liaison to the House of Representatives and the Senate. The assistant to the president and director of the Office of Legislative Affairs is responsible for developing legislative strategy, promoting the president’s initiatives and appointments, building and maintaining relationships with members of Congress and coordinating legislative initiatives across the administration.xlvii

Compensation $172,200 in 2016xlviii

Position Reports to The President through the White House chief of staffxlix

RESPONSIBILITIESManagement Scope The Office of Legislative Affairs has approximately 25 employees:

three deputies (House, Senate inside), 0 special assistants typically, and three staff assistants. One to two people work in the Office of Legislative Correspondence.

The White House Office of Legislative Affairs will coordinate with the office of the vice president, which usually has a legislative affairs office with a director, a House person, a Senate person and one or two people to staff offices of the vice president on Capitol Hill.

Other offices in the White House, such as the National Security Council or Office of Management and Budget, will have legislative affairs personnel that have dotted line reporting with the White House Office of Legislative Affairs.l

Primary Responsibilities Serves as the president’s chief liaison to the House of Representatives and the Senate

Promotes passage of president’s legislative initiatives Develops legislative strategy using the expertise of the chief of

staff, policy councils and other White House offices

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Maintains relationships with the House and Senate Coordinates legislative initiatives of all departments and

agencies Manages the confirmation process for presidential appointeesli

Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Strong congressional relationships (especially House and

Senate leadership) and knowledge of House and Senate rules and process

Is an effective legislative strategist with a good understanding of successful legislative negotiating techniques

Has a grasp of public policy as well as political sensitivitieslii

Confidence of the president Experience on the Hill or in a lobbying operation

Competencies The capacity to represent the president to the legislative branch, as well as represent the Congress to the president and understand the difference

Understanding of, and respect for, the legislative branch but the understanding, also, that the president sets the agenda and key priorities

Team player Honest and forthright Respected by the Hillliii

PAST APPOINTEESAmy Rosenbaum (2016 to present) – Policy Director, Speaker of the House Nancy Pelosi; Senior Advisor, Committee on Education and the Workforceliv

Katie Beirne Fallon (2014 to 2016) – Staff Director, Senate Democratic Policy and Communications Center; Deputy Communications Director, White House; Legislative Director, Sen. Chuck Schumerlv

Miguel Rodriguez (2013 to 2014) – Special Assistant to the President, White House; Deputy Assistant Secretary, Department of State; legislative director, Senator Hillary Clintonlvi

ENDNOTES

This position description was created with the help of Martha Kumar from the White House Transition Project, which provides information to a new White House staff about their individual offices thereby streamlining the process of transition from one administration to the next.

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

ASSISTANT TO THE PRESIDENT FOR MANAGEMENT AND ADMINISTRATION, WHITE HOUSE

OVERVIEWPosition Type Presidential appointment (PA)

Agency Mission White House Management and Administration offers important operational and administrative support for the president of the United States and the White House Office, and administrative oversight to components of the Executive Office of the President.lvii

Position Overview The assistant to the president for management and administration is responsible for day-to-day White House operations, and for centralized financial management and administrative efficiency across the Executive Office of the President. The incumbent controls White House salaries, personnel slots and office space.

Compensation $174,714 in 2016lviii

Position Reports to As of 2012, the deputy chief of staff for operationslix

RESPONSIBILITIESManagement Scope The assistant to the president for management and administration

manages seven departments as of 2012: Personnel, Operations, Visitors Office, Photo Office, Calligraphy Office, Executive Residence and the White House Switchboard. He or she allocates critical resources and manages a staff of about 275 in the Office of Administration as well as the annual appropriated operating budget of the White House of more than $55 million. Additionally, this individual provides oversight of the Office of Administration budget of $95 million and the executive residence budget of $14 million.lx

Primary Responsibilities Develops strategic plans for a multimillion dollar budget to maximize spending efficiencies, while supporting White House policy priorities with funding for personnel, travel and contracts with vendors for a wide range of services

Works closely with departments throughout the White House on the onboarding and offboarding of personnel and staffing plans that fit within the framework of the overall White House budget

Oversees professional development programming for White House staff in conjunction with the Office of Presidential Personnel

Coordinates with the Secret Service on issues related to security, including the impact on the White House campus of state visits and other large events

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Directs timing and project management with the Office of Administration, the General Services Administration, the National Park Service and the White House Military Office, on repairs and long-term infrastructure enhancements to the White House campuslxi

Serves as the continuity coordinator for the Executive Office of the President in relation to continuity of operations planning and activities

Collaborates with White House Counsel’s Office on ongoing matters, and updates and delivers a comprehensive White House Staff Manual covering core policies and procedureslxii

Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Close relationship with, and trusted advisor to, the deputy chief

of staff and/or the chief of staff, given that the assistant to the president for management and administration works closely with the chief of staff

Reflects staffing priorities of White House chief of staff Highly developed management skills, with extensive

management experience Experience in government (Washington experience a plus) Understanding of White House and Executive Office

operations and the context in which they operate Understanding of which appointments require management

expertise rather than, or in addition to, political expertise and sensitivity

Understanding of the fact that routine White House activities White House should not make news

Competencies Ability to discern which positions are best filled with long-term employees and which are appropriate for political appointments

PAST APPOINTEESMaju Varghese (2015 to current) - Special Assistant to the President and Deputy Director of Advance; Advance Lead/Senior Advance Lead; Associate at Wade Clark Mulcahy

Katy Kale (2013 to 2015) - Deputy Assistant to the President for Management and Administration; Special Assistant to the President and Director of White House Operations, Director of the Obama-Biden Transition Project; Administrative Director for both Sen. Sherrod Brown and Sen. Bill Nelsonlxiii

Brad Kiley (2009 to 2012) - Director of operations for the Obama-Biden transition team; Vice President of the Center for American Progress; worked at the International AIDS Trust and the Democratic National Conventionlxiv

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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ENDNOTES

This position description was created with the help of Martha Kumar from the White House Transition Project, which provides information to a new White House staff about their individual offices thereby streamlining the process of transition from one administration to the next.

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

Page 18: Update title in document properties  Web viewUpdate title in document properties. ... Command of the spoken and written word. ... Senior Vice President of Booz Allen Hamilton,

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

CABINET AFFAIRS, WHITE HOUSE

OVERVIEWPosition Type PA

Agency Mission This office is the primary liaison between the president and his cabinet. The office coordinates communications, policy, and logistics between the White House and the cabinet, as well as manages issues that affect multiple federal agencies.lxv

Position Overview Serves as the president’s primary liaison to the cabinet secretaries and their departments and agencies, and is said to make sure there are no surprises for the president.

Compensation $176,461 in 2016lxvi

Position Reports to Deputy Chief of Staff for Policy

RESPONSIBILITIESManagement Scope The staff includes the cabinet secretary, the deputy cabinet

secretary, three deputy directors and a special assistant.lxvii The size and scope of management varies from administration to administration. Currently there are about 10 employees in the office.

Primary Responsibilities Serves as liaison between the cabinet secretaries and the White House.

Manages relationships with cabinet secretaries, ensuring their integration and input into White House decision-making, and their accountability for presidential initiatives.

Mentors cabinet secretaries on cabinet duties. Assists the cabinet secretaries in preparing for a cabinet

meeting by identifying issues of critical importance which are then discussed and developed with the deputy chief of staff for policy.

Assists the cabinet secretaries in providing input to the four policy councils.

Responsible for assisting relevant agencies and the administration when following up on a policy decision.

Frequently serves as the president’s liaison with cabinet secretaries through the chief of staff.

Prepares summaries for the president from the weekly cabinet reports and manages those reports.

Monitors and coordinates the travel and schedules of cabinet secretaries, working with the Appointments and Scheduling Office.lxviii

Strategic Goals and

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Priorities[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Confidence of the president

Competencies Ability to tease out from the Cabinet what problems are arising, not just what is going well

PAST APPOINTEESBroderick Johnson (2014 to current) - Senior advisor to the Obama presidential campaign in 2012; Senior congressional affairs advisor to the Kerry campaign in 2004; Deputy Assistant to President Clinton for Legislative Affairslxix

Danielle Gray (2013 to 2014) - Deputy Director of the National Economic Council and Deputy Assistant to the President for Economic Policy; Senior Counsel to the Assistant Attorney General for the Civil Division; Associate Counsel to the Presidentlxx

Chris Lu (2011 to 2013) - Executive Director of the Obama/Biden Transition Project; Legislative Director and Acting Chief of Staff for Senator Obama; Deputy Counsel to Representative Henry A. Waxman on the staff of the House Oversight and Government Reform Committeelxxi

ENDNOTES

This position description was created with the help of Martha Kumar from the White House Transition Project, which provides information to a new White House staff about their individual offices thereby streamlining the process of transition from one administration to the next.POSITION DESCRIPTION

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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CHAIRMAN, COUNCIL OF ECONOMIC ADVISERS, EXECUTIVE OFFICE OF THE PRESIDENT

OVERVIEWSenate Committee Banking, Housing and Urban Affairs

Agency Mission The Council of Economic Advisers (CEA), an agency within the Executive Office of the President, is charged with offering the president objective economic advice on the formulation of both domestic and international economic policy. The council bases its recommendations and analysis on economic research and empirical evidence, using the best data available to support the president in setting our nation's economic policy.

Position Overview Serves as the president’s chief economist and a member of the Cabinet.

Compensation Level II $185,100 (5 U.S.C. § 5313)

Position Reports to The President of the United States

RESPONSIBILITIESManagement Scope The chairman heads the council with two other members. They are

supported by 15-20 professional staff and 5-10 support staff.

Primary Responsibilities Serve as a member of the president’s Cabinet Recruit key talent to join the CEA team Provide expert economic advice to the president through oral

briefings, written memoranda and input into the economic policy process

Represent the council at the principal level in the policy process, including through presidential economic briefings, White House senior advisor and senior staff meetings, Cabinet meetings and principals meetings and a variety of other forums

Oversee CEA's analytical work, as well as public reports and other products, including setting priorities for CEA's analyses and written products; engage in their development; and provide guidance on analytical scope and choices

Represent the CEA’s views in public and communicate how economics informs the president’s agenda; engage in speaking events and media interviews; meet frequently with academic experts, leaders from think tanks, businesses and advocacy organizations and officials from other branches of government as well as foreign governments

Provide top-quality economic advice to the president and other members of the administration; the CEA monitors, reports and analyzes economic data for the president and operates as an

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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“economics consulting shop” within the White House structure, answering economic questions from the President and other senior advisers

Assess the economic impact of specific policy proposals under consideration by the administration

Work with Treasury and the Office of Management and Budget (OMB) to set the administration’s economic forecast

Explain the administration’s economic policies and economic data to Congress, the media and the public

Write interpretations of each important release of economic data (e.g., GDP, unemployment and trade balances); these interpretations are presented to the president and top officials in advance of their public release and can help inform public responses to the data

Oversee the drafting of the annual economic report of the president, a book-length description of administration economic policies and views

Strategic Goals and Priorities

[Depends on policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Deep understanding of economics, in particular

macroeconomics, tax and fiscal issues (specialists in macroeconomics or public finance are often appointed); comfort weighing in on the broad range of economic policy questions that confront an administration

Candidate should be a well-respected Ph.D. economist with strong academic credentials and alignment with the president’s economic philosophy (e.g., a senior faculty member at a top economics department or business school who takes a leave of absence)

Good reputation on Capitol Hill

Competencies Strong interpersonal skills; ability to work well with the other senior members of the administration’s economic team

An economist who understands economic analysis as well as the political realities of the day; the ability to reconcile the two

Ability to develop influence internally (with the president, through the interagency process) and externally (building relationships with the business community and on Capitol Hill; being more visible publicly if helpful)

Ability to recruit top talent and manage a team of both economics and political appointees

PAST APPOINTEESJason Furman (August 2013 – present): Principal Deputy Director, National Economic Council and Assistant to the President; Economic Policy Director, Obama for America (2008) and

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Member, Presidential Transition Team

Alan B. Krueger (November 3, 2011 – August 2013): Assistant Secretary for Economic Policy and Chief Economist, U.S. Department of the Treasury; Bendheim Professor of Economics and Public Affairs, Princeton University

Austan Goolsbee (September 2010 – August 2011): Robert P. Gwinn Professor of Economics, University of Chicago Booth School of Business; Senior Economic Adviser, Obama for America (2008); Member, Panel of Economic Advisers, Congressional Budget Office

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

DEPUTY ASSISTANT TO THE PRESIDENT AND DIRECTOR OF INTERGOVERNMENTAL AFFAIRS, WHITE HOUSE

OVERVIEWPosition Type Presidential appointment (PA)

Agency Mission The Office of Intergovernmental Affairs serves as the front door to the White House through which local, county, tribal and state governments can participate in and inform the work of the president.lxxii

Position Overview The deputy assistant to the president and director of intergovernmental affairs oversees the administration’s domestic agenda with state, city, county and tribal elected officials across the country.lxxiii This is a critical office given that it keeps in contact with those who are actually carrying out policies at the local level. The role has traditionally been an assistant to the president position.

Compensation $157,299 in 2016lxxiv

Position Reports to Assistant to the President for Strategic Initiatives and External Affairslxxv

RESPONSIBILITIESManagement Scope The deputy assistant to the president and director of

intergovernmental affairs works with another deputy assistant, two deputy directors, three associate directors, one special assistant and two staff assistants.lxxvi The office currently has about 10 employees.

Primary Responsibilities Coordinates the cabinet departments’ responses to specific issues.

Functions as a communicator between agencies and other governing bodies, i.e. when a mayor or governor has an issue before a cabinet department, the intergovernmental office may be contacted to assure responsiveness.

Coordinates the attendance and participation of the cabinet secretaries.

Coordinates president’s and first lady’s domestic travel schedule with governor of state to be visited.

Communicates regularly with intergovernmental offices outside of the executive branch, informing them of talking points from the president’s speeches that are relevant to their particular concerns.

Functions as the federal government’s communicator with the

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Native American tribal governments. Coordinates joint state responses to assist in immediate

natural disaster relief, frequently functioning as the facilitator.lxxvii

Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Knowledge of local government (could be through direct

experience as a mayor, for example)

Competencies High sense of coordination and ability to work within different agencies, departments and disciplines

Strong, well organized professional approach in dealing with intergovernmental agencies and associations

PAST APPOINTEESJerry Abramson (2014 to present) - Lieutenant Governor, state of Kentucky; mayor, city of Louisville; counsel, governor of Kentuckylxxviii

David Agnew (2012 to 2014) - Deputy Director of Intergovernmental Affairs, White House; deputy, mayor of the city of Charleston; special assistant, office of U.S. Secretary of Laborlxxix

Cecilia Muñoz (2009 to 2012) - senior vice president for the office of research, advocacy, and legislation, National Council of La Raza; Chair of the Board, Center for Community Change; board member, U.S. Programs Board of the Open Society Institutelxxx

ENDNOTES

This position description was created with the help of Martha Kumar from the White House Transition Project, which provides information to a new White House staff about their individual offices thereby streamlining the process of transition from one administration to the next.

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

DIRECTOR OF PROJECTS FOR THE FIRST LADY, WHITE HOUSE

OVERVIEWPosition Type Presidential appointment (PA)

Agency Mission The Office of the First Lady is composed of the staff accountable to the first lady of the United States. The Office is a part of the White House Office in the Executive Office of the President.

Position Overview The director of projects for the first lady ensures that her interests are translated into events, correspondence and messaging that align with the administration’s policies and initiatives. The director of projects for the first lady serves as her representative on the president’s domestic policy council.lxxxi

Compensation $71,022 in 2016lxxxii

Position Reports to First Lady’s Chief of Stafflxxxiii

RESPONSIBILITIESManagement Scope As of 2012, the director of projects for the first lady has overseen

an office of three to six staff, including the deputy director of projects, a staff assistant, up to two deputy associate directors and government agency detailees (as needed).lxxxiv The director currently has a “special assistant” commission

Primary Responsibilities Develops and directs strategy for first lady’s long-term domestic and international policy initiatives in support of the president

Serves as first lady’s representative on the president’s domestic policy council

Oversees projects’ staff work Acts as a surrogate for the first lady at events and in the media Works with the office of the first lady to draft, process and

schedule proposals for prospective events Works with the office of the first lady to write and edit briefing

papers for events and memos about special projects Responds to policy-related correspondence specific to the first

lady’s initiatives Provides input to staffing memos and honorary chair business Drafts policy correspondence template language and develops

templates for scheduling proposals, briefing papers and memos Develops talking points with the communications and

speechwriting staff Coordinates on projects with the West Wing, Cabinet offices

and program partners, as needed

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Directs research on all event components, including sites and participants

Develops standard operating procedures for events (roundtables, conferences, site visits, etc.)lxxxv

Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Comprehensive understanding of the first lady’s interests and

how they support the president’s policies and initiativeslxxxvi

Competencies Ability to work with partners in furthering the first lady’s initiatives

Managerial skills and ability to coordinate staff, events and messaging to realize the first lady’s initiatives

Strong communication skills necessary to present the first lady’s initiatives to those outside the office including, but not limited to, partners and alliance groups, the media and the administration’s domestic policy councillxxxvii

PAST APPOINTEESKristin Jones (2010 to present) - Research Associate, White House; Intern, White House; corps member and high school English teacher, Teach for Americalxxxviii

Jocelyn Frye (2009 to 2010) - Activist, children’s health programs; Member, White House Task Force on Childhood Obesitylxxxix

Sonya Medina (2005 to 2006, 2008 to 2009) - Deputy Director of Projects and Policy for the First Lady, White House; Co-Chairman, Harvard Hispanic Policy Executive Board at the John F. Kennedy School of Government at Harvard Universityxc

ENDNOTES

This position description was created with the help of Martha Kumar from the White House Transition Project, which provides information to a new White House staff about their individual offices thereby streamlining the process of transition from one administration to the next.

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

EXECUTIVE SECRETARY AND CHIEF OF STAFF OF THE NATIONAL SECURITY COUNCIL, WHITE HOUSE

OVERVIEWPosition Type PA

Agency Mission The National Security Council (NSC) is the president's principal forum for considering national security and foreign policy matters with his senior national security advisors and cabinet officials. Since its inception under President Truman, the function of the council has been to advise and assist the president on national security and foreign policies. The council also serves as the president's principal arm for coordinating these policies among various government agencies.xci

Position Overview The executive secretary and chief of staff serves as the chief manager and administrative officer of the National Security Council.

Compensation

Position Reports to The National Security Advisor

RESPONSIBILITIESManagement Scope The executive secretary and chief of staff of the NSC is the head of

the national security council staff. This individual is authorized to appoint and fix the compensation of such personnel as may be necessary to perform such duties as may be prescribed by the Council in connection with the performance of its functions (50 U.S.C. § 3021).

Primary Responsibilities Heads the NSC staff, serving as the chief manager and administrative officer of the National Security Council.

Assists in directing the activities of the National Security Council staff on the broad range of defense, intelligence and foreign policy matters.

Reviews and insures proper coordination of all information and action memoranda submitted by the National Security Council staff to the national security advisor and the president.

Assists the president and the assistant to the president for national security affairs in preparing for meetings with foreign leaders and in connection with the president's foreign travel.

Helps formulate national security policy. Serves as the principal point of contact between the National

Security Council and other government agencies and with the

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Executive Offices of the President.xcii

Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Confidence of the national security advisor

Competencies Skilled manager, given that the NSC is a large operation with many different units

Ability to manage all of the different directorates

PAST APPOINTEESSuzy George (July 2014 to present) - Principal at the Albright Stonebridge Group LLC; Deputy Chief of Staff in the Department of State, and a liaison to the White House and other Cabinet departmentsxciii

Brian McKeon (2012 to 2014) - Deputy National Security Advisor to the Vice President; Chief Counsel for the Democratic members of Senate Foreign Relations Committeexciv

Nate Tibbits ( 2009 to 2012) - Special Assistant to the President for Presidential Personnel; Appointments team for the Obama-Biden Transition Project; Chief Operating Officer for the Center for a New American Securityxcv

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

CONTROLLER, OFFICE OF FEDERAL FINANCIAL MANAGEMENT, EXECUTIVE OFFICE OF THE PRESIDENT

OVERVIEWSenate Committee Homeland Security and Governmental Affairs

Agency Mission Provides overall direction and leadership to the executive branch on financial management matters by establishing financial management policies and requirements and by monitoring the establishment and operation of federal government financial management systems.

Position Overview As the statutory head of financial management in the federal government, the controller supervises a small office that identifies government-wide financial management needs, develops ways to meet the needs and promulgates those solutions to the agencies.

Compensation Level III $170,400 (5 U.S.C. § 5314)

Position Reports to Deputy director for management at the Office of Management and Budget

RESPONSIBILITIESManagement Scope OMB’s enacted fiscal 2015 budget was $91.75 million and included

457 full time employees. The Office of Federal Financial Management included 15 full time employees. Thus, the Office of Federal Financial Management promulgates much of its policies/requirements and monitors execution through other than Office of Federal Financial Management personnel in OMB.

Primary Responsibilities The controller of the Office of Federal Financial Management shall be the deputy and principal advisor to the deputy director for management in the performance by the deputy director for management of the following functions:

Provide overall direction and leadership to the executive branch on financial management matters by establishing financial management policies and requirements and by monitoring the establishment and operation of federal government financial management systems.

Review agency budget requests for financial management systems and operations and advise the director on the resources required to develop and effectively operate and maintain federal government financial management systems and to correct major deficiencies in such systems.

Review and, where appropriate, recommend to the director changes to the budget and legislative proposals of agencies to ensure that they are in accordance with financial management plans of the Office of Management and

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Budget. Monitor the financial execution of the budget in relation to

actual expenditures, including timely performance reports. Oversee, periodically review and make recommendations to

heads of agencies on the administrative structure of agencies with respect to their financial management activities.

Develop and maintain qualification standards for agency chief financial officers and for agency deputy chief financial officers.

Provide advice to agency heads with respect to the selection of agency chief financial officers and deputy chief financial officers.

Provide advice to agencies regarding the qualifications, recruitment, performance and retention of other financial management personnel.

Assess the overall adequacy of the professional qualifications and capabilities of financial management staffs throughout the Government and make recommendations on ways to correct problems which impair the capacity of those staffs.

Settle differences that arise among agencies regarding the implementation of financial management policies.

Communicate with the financial officers of state and local governments and foster the exchange with those officers of information concerning financial management standards, techniques and processes (31 U.S.C. § 503)

Additional controller responsibilities include improper payments, membership on the Federal Accounting Standards Advisory Board, simplifying grants management, defining financial reporting requirements, shared services.

Strategic Goals and Priorities

[Depends on policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Experience with risk management

Knowledge of the agency’s functions and policies Knowledge of federal budget formulation Familiarity with cyber technology a plus Background in data analytics a plus

Competencies Demonstrated ability to resolve conflicts within a large organization

Ability to establish positive relationships with coworkers and external stakeholders

Ability to forge strong congressional relationships preferred

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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PAST APPOINTEESDavid Mader (2014-present) – Senior Vice President of Booz Allen Hamilton, where he led the firm’s business in support of the Department of the Treasury; Assistant Deputy Commissioner for the IRS

Danny Werfel (2009-2013) – Member, Chief Financial Officers Council, Office of Management and Budget, Executive Office of the President; Member, Government Accountability and Transparency Board, Office of Management and Budget, Executive Office of the President; Chair, Chief Financial Officers Council, Executive Office of the President; Deputy Controller, Office of Federal Financial Management, Office of Management and Budget, Executive Office of the President

Linda Springer (2003-2005) – Senior Vice President and Controller at Provident Mutual; Vice President and Product manager at Penn Mutual Life Insurance Company

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

DIRECTOR, OFFICE OF NATIONAL DRUG CONTROL POLICY, EXECUTIVE OFFICE OF THE PRESIDENT

OVERVIEWSenate Committee Judiciary

Agency Mission A component of the Executive Office of the President, the Office of National Drug Control Policy (ONDCP) was created by the Anti-Drug Abuse Act of 1988. ONDCP advises the president on drug-control issues, coordinates drug-control activities and related funding across the federal government and produces the annual National Drug Control Strategy, which outlines administration efforts to reduce illicit drug use, manufacturing and trafficking, drug-related crime and violence and drug-related health consequences.

Position Overview The Director is responsible for setting and monitoring Federal government policies regarding efforts to reduce the demand for illicit drugs, prevent the initiation of substance use by young people, combat drug production and trafficking and reduce drug-related crime, violence and disease. Each year, the comprehensive response to the drug problem is articulated in the National Drug Control Strategy, which is developed for the President by ONDCP. The Director oversees development and coordination of drug control policies, manages anti-drug efforts and certifies the drug control budgets of other government agencies.

Compensation Level I $205,700 (5 U.S.C. § 5312)

Position Reports to The President of the United States

RESPONSIBILITIESManagement Scope ONDCP had 99 full time employees in 2008 and and fiscal 2008

enacted budget of $13.7 billion.

Primary Responsibilities Evaluate, coordinate and oversee the international and domestic anti-drug efforts of the executive branch

Coordinate and ensure these efforts sustain and complement state and local anti-drug activities

Advise the president of changes in the organization, management, budgeting and personnel of federal agencies that affect U.S. anti-drug efforts

Monitor federal agency compliance with the agency’s obligations under the National Drug Control Strategy

Oversee the following programs: high intensity drug trafficking areas, the national youth anti-drug media campaign, the drug free communities program, anti-doping activities and the World Anti-Doping Agency

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Coordinate domestic and international efforts as needed

Strategic Goals and Priorities

[Depends on policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Strong understanding of the economies of the National Drug

Control Policy and budgetary concerns in effectively executing the policy on an inter-agency and department basis

Broad understanding of the relevant issues involved in drug use and its associated health and criminal justice impacts

Competencies Ability to work across intergovernmental lines Ability to engage individuals in the substance abuse, law

enforcement and related communities

PAST APPOINTEESMichael Botticelli (February 2015 – present): Director, Bureau of Substance Abuse Services, Massachusetts Department of Public Health; National Association of State Alcohol and Drug Abuse Directors; Member, Advisory Committee, Substance Abuse and Mental Health Services Administration’s Center for Substance Abuse Prevention; Member, Advisory Committee, National Action Alliance for Suicide Prevention

Gil Kerlikowske (May 2009 – February 2015): Police Chief, Seattle Police Department; Deputy Director, Office of Community Oriented Policing Services, U.S. Department of Justice; Police Commissioner, Buffalo, New York; Police Officer, St. Petersburg Police Department

John P. Walters (December 2001 – January 2009): President, Philanthropy Roundtable; Deputy Director, Supply Reduction, ONDCP; Chief of Staff to the Director, ONDCP; Professor of Political Science, Michigan State University and Boston College; Acting Assistant Director and Program Officer, Division of Education Programs, National Endowment for the Humanities

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

DEPUTY UNITED STATES TRADE REPRESENTATIVE, EXECUTIVE OFFICE OF THE PRESIDENT

OVERVIEWSenate Committee Finance

Agency Mission The Office of the U.S. Trade Representative (USTR) is responsible for developing and coordinating U.S. international trade, commodity and direct investment policy, and overseeing negotiations with other countries.xcvi

Position Overview The deputy works with the U.S. trade representative in conducting trade negotiations and carrying out other functions as the U.S. trade representative directs.

Compensation Level III $170,400 (5 U.S.C. § 5314)

Position Reports to United States Trade Representative

RESPONSIBILITIESManagement Scope The Office of the U.S. Trade Representative has 24 offices.xcvii The

fiscal 2016 budget was an estimated $54 million, and there are about 240 full-time employees.xcviii

Primary Responsibilities Conducts trade negotiations and has other functions as directed by the U.S. trade representative (19 U.S.C § 2171)

Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Must not have directly represented, aided or advised a foreign

entity (as defined by section 207(f)(3) of title 18) in any trade negotiation or trade dispute with the United States (19 U.S.C. § 2171)

When the president submits to the Senate for its advice and consent a nomination of an individual for appointment as a deputy U.S. trade representative, the president shall include information on the country, regional offices and functions of the Office of the U.S. Trade Representative for which that individual will have responsibility. (19 U.S.C. § 2171)

Trade policy experience

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Understanding of the critical role of trade policy within broader U.S. foreign policy, as well as in domestic economic policy and U.S. competitiveness

Academic credentials in law, history and/or public policy (preferred)

Competencies Diplomatic and analytical skills to negotiate complex agreements and lead other trading partners to consensus

Strong interpersonal skills; ability to work across agencies Political acumen, a strategic nature and communication skills

to manage disparate domestic interests and build legislative coalitions necessary to enact the president’s trade agenda

PAST APPOINTEESRobert Holleyman (2014 to present) – Founder of Cloud4Growth; President and CEO of the Business Software Alliance; Senior Counsel for Senate Committee on Commerce, Science and Transportationxcix

Demetrios Marantis (2009 to 2013) – Chief International Trade Counsel for the Senate Finance Committee; Issues Director for the Kerry-Edwards Presidential Campaign; Chief Legal Advisor for the U.S.-Vietnam Trade Council c

Susan C. Schwab (2005 to 2006) – Dean of the University of Maryland School of Public Policy; President and CEO of the University System of Maryland (USM) Foundation and USM Vice Chancellor for Advancement; Director of Corporate Business Development for Motorola, Inc.ci

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

UNITED STATES TRADE REPRESENTATIVE, EXECUTIVE OFFICE OF THE PRESIDENT

OVERVIEWSenate Committee Finance

Agency Mission The Office of the U.S. Trade Representative (USTR) is responsible for developing and coordinating U.S. international trade, commodity and direct investment policy, and overseeing negotiations with other countries.

Position Overview The USTR serves as the principal trade advisor, negotiator, advocate and spokesperson on trade issues. He or she leads U.S. negotiations and dialogues with trading partners, including U.S. engagement at the World Trade Organization, and is responsible for enforcement of trade agreements.

Compensation Level I $205,700 (5 U.S.C. § 5312)

Position Reports to The President of the United States

RESPONSIBILITIESManagement Scope The Office of the U.S. Trade Representative contains 24 separate

offices.cii The fiscal 2016 budget for the office was an estimated $54 million, and there are around 240 full time employees.ciii

Primary Responsibilities Works through the National Security Council and National Economic Council; develops and leads execution of the long-term trade strategy of the United States

Leads and manages the Office of the U.S. Trade Representative

Serves as the chief trade advocate and spokesperson for the president

Testifies before, and negotiates with, Congress, including leading efforts to secure trade promotion authority and passage of trade agreement legislation

Interacts with foreign trade ministers and with business, labor and other external stakeholders

Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements A person who has directly represented, aided, or advised a

foreign entity (as defined by section 207(f)(3) of title 18) in any

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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trade negotiation, or trade dispute, with the United States may not be appointed as United States Trade Representative or as a Deputy United States Trade Representative. (19 U.S.C. § 2171)

Trade policy experience An understanding of the critical role of trade policy within

broader U.S. foreign policy, as well as in domestic economic policy and U.S. competitiveness

Academic credentials in law, history and/or public policy (preferred)

Competencies Diplomatic and analytical skills to negotiate complex agreements and lead other trading partners to consensus

Strong interpersonal skills; ability to work across agencies Political acumen, a strategic nature and communication skills

to manage disparate domestic interests and build legislative coalitions necessary to enact the president’s trade agenda

PAST APPOINTEESMichael Froman (June 2013 – present): Assistant to the President and Deputy National Security Advisor for International Economic Affairs; Senior Fellow, Council of Foreign Relations; Senior Executive, Citigroup; Chief of Staff and Deputy Assistant Secretary for Eurasia and the Middle East, Department of Treasury

Ron Kirk (March 2009 – June 2013): Mayor of Dallas, Texas; Secretary of State, Texas; Partner, Vinson & Elkins LLP

Susan Schwab (June 2006 – March 2009): Deputy U.S. Trade Representative; President, University of Maryland Foundation; Dean, University of Maryland School of Public Policy

Rob Portman (May 2005 – May 2006): Member of Congress, Ohio’s 2nd District

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

ADMINISTRATOR, OFFICE OF FEDERAL PROCUREMENT POLICY, EXECUTIVE OFFICE OF THE PRESIDENT

OVERVIEWSenate Committee Homeland Security and Governmental Affairs

Agency Mission Provide overall direction for government-wide procurement policies, regulations and procedures and to promote economy, efficiency and effectiveness in acquisition processes.

Position Overview The administrator shall provide overall direction of procurement policy and leadership in the development of procurement systems of the executive agencies (41 U.S.C. § 1121).

Compensation Level III $170,400 (5 U.S.C. § 5314)

Position Reports to Deputy Director for Management, Office of Management and Budget

RESPONSIBILITIESManagement Scope The OMB fiscal 2015 budget request was $91.75 million. There

were 457 OMB full time employees in fiscal 2015. There are approximately 15 full time employees in the Office of Federal Procurement Policy.

Primary Responsibilities Provide overall direction to government-wide procurement policies, regulations and procedures

Promote economy, efficiency and effectiveness in acquisition processes

Help shape policies and practices agencies use to acquire the goods and services they need to carry out their responsibilities

Oversee acquisition policy as outlined in the federal acquisition regulations

Lead the activities of the Chief Acquisition Officers Council, the Cost Accounting Standards Board and the Federal Acquisition Institute’s Board of Directors

Set the requirements for and oversee the Federal Acquisition Institute

Set qualification training standards and certification standards for the civilian acquisition workforce

Oversee procurement data and the contract registration system

Promote participation of small businesses in government contracting

Oversee relevant social policies, including sustainability in purchasing and IT accessibility

Strategic Goals and

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Priorities[Depends on policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Experience in acquisitions within the government

Experience with IT systems Demonstrated ability to work across an organization effectively

Competencies Excellent communication skills; ability to influence others Practical approach to leadership, with the ability to find

common ground between policy objectives and operational realities

Strong interpersonal skills; ability to develop relationships across an organization

Ability to prioritize and focus resources Ability to effectively leverage a small and flat organization

PAST APPOINTEESAnne Rung (September 2014 – September 2016): Associate Administrator of Government-wide Policy & Chief Acquisition Officer, General Services Administration; Senior Advisor & Chief Acquisition Officer, General Services Administration; Senior Director of Administration,US Department of Commerceiii

Joe Jordan (May 2012 – January 2014): Senior Advisor, Acting Office of Management and Budget Director, Jeff Zients; Associate Administrator of Government Contracting and Business Development, Small Business Administration; Engagement Manager, McKinsey & Company

Daniel I. Gordon (November 2009 – December 2011): Acting General Counsel, Government Accountability Office; Deputy General Counsel, Government Accountability Office; Managing Associate General Counsel, Procurement Law Division, Government Accountability Officeiv

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

ADMINISTRATOR, OFFICE OF INFORMATION AND REGULATORY AFFAIRS, EXECUTIVE OFFICE OF THE PRESIDENT

OVERVIEWSenate Committee Homeland Security and Governmental Affairs

Agency Mission The Office of Information and Regulatory Affairs (OIRA) is a statutory part of the Office of Management and Budget within the Executive Office of the President. OIRA is the government’s central authority for the review of executive branch regulations, approval of government information collections, establishment of government statistical practices and coordination of federal privacy policy.

Position Overview The administrator shall serve as principal adviser to the director on federal information resources management policy (44 U.S.C. § 3503).

Compensation Level III $170,400 (5 U.S.C. § 5314)

Position Reports to Director, Office of Management and Budget (OMB) (through either the Deputy Director or Deputy Director for Management of OMB)

RESPONSIBILITIESManagement Scope The OMB fiscal 2015 budget request was $91.75 million. There

were 457 OMB full time employees in fiscal 2015. OIRA is comprised of 5 subject matter branches and has approximately 45 full time employees.

Primary Responsibilities Manage the OIRA staff and organization Oversee the regulatory, information collection and statistical

activities of federal executive branch agencies Find consensus across conflicting offices and agencies

within the executive branch while adhering to the established principles and the President’s priorities

Provide the president with a tool to manage agencies’ regulatory activity

Review and analyze new regulations before publication Work closely with senior appointees across the government

to accomplish policy goals through regulation Ensure compliance with relevant executive orders Coordinate retrospective review of regulation Oversee the implementation of government-wide policies in

the areas of information collection, privacy and statistical policy, such as the Information Quality Act, which includes agencies’ peer review and information dissemination practices

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Participate in international regulatory cooperation efforts with key trading partners

Implement the Small Business Regulatory Enforcement and Fairness Act

Review and approve government collections of information from the public under the Paperwork Reduction Act

Strategic Goals and Priorities

[Depends on policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Strong academic and/or professional credentials in

economics, administrative law and/or regulation A reputation for being objective, neutral and unbiased; a

proven track record as an advocate for evidence-based policy

Experience navigating a large organization with competing interests

Experience managing and leading highly motivated staff

Competencies Objective and analytical mindset Strong communication, collaboration and interpersonal skills Ability to resolve conflicts and mediate among conflicting

interests Ability to understand and reconcile regulatory analysis with

political realities and convey the right message to the right audience; ability to earn the respect of career staff and political appointees alike

PAST APPOINTEESHoward Shelanski (June 2013 – present): Director, Bureau of Economics, Federal Trade Commission; Chief Economist, Federal Communications Commission; Senior Economist, President's Council of Economic Advisers

Cass Sunstein (September 2009 – August 2012): Felix Frankfurter Professor of Law, Harvard Law School; Karl N. Llewellyn Distinguished Service Professor of Jurisprudence, Law School and Department of Political Science, University of Chicago; Karl N. Llewellyn Professor of Jurisprudence, Law School and Department of Political Science, University of Chicagov

Susan E. Dudley (April 2007 – January 2009): Director, Regulatory Studies Program, Mercatus Center, George Mason University; Adjunct Professor of Law, George Mason University School of Law; Staff Economist, OIRAvi

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

ASSOCIATE DIRECTOR FOR LEGISLATIVE AFFAIRS, OFFICE OF MANAGEMENT AND BUDGET

OVERVIEWPosition Type Noncareer appointment (NA)

Agency Mission The mission of the Office of Management and Budget (OMB) is to serve the president of the United States in implementing his vision across the executive branch, including budget development and execution, oversight of agency performance, and coordination and review of significant federal regulations.civ

Position Overview The associate director for legislative affairs manages congressional relations for the Office of Management and Budget.

Compensation Level IV $160,300 (5 U.S.C. § 5315)

Position Reports to Director of OMB

RESPONSIBILITIESManagement Scope The OMB fiscal 2015 budget request was $91.75 million. There

were 457 OMB full-time equivalents in fiscal 2015.cv Within the Office of Legislative Affairs, the associate director for legislative affairs oversees three deputies, a legislative analyst and a confidential assistant.cvi

Primary Responsibilities Guides the president's budget request through Congress and develops legislative strategies relating to appropriations, budget and OMB-related legislation

Coordinates with White House offices and federal agencies to develop and implement the president's policy, regulatory and budget objectives across the executive branch

Provides high-quality, time-sensitive analysis of legislation—particularly appropriations, budget and regulatory legislation—and aids in developing the administration’s position on proposed legislation

Maintains thorough knowledge and understanding of legislative processes and the budget process in OMB, in Congress, and with agencies

Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIES

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Requirements Thorough knowledge of the legislative process and an understanding of the budget and appropriations processes

Experience on Capitol Hill, strong congressional relationships and a positive attitude about working with legislators

Prior agency experience (a plus)

Competencies Skilled manager and communicator Ability to gather intelligence and coordinate among different

stakeholders, including agencies Ability to work under high pressure Ability to handle sensitive matters Strong negotiation skills Ability to work across party lines

PAST APPOINTEESTamara Fucile (2014 to present) – Vice-president of Government Affairs, Center for American Progress; Legislative Director, Senate; Deputy Staff Director for Policy, Joint Economic Committeecvii

Kris Sarri (2011 to 2014) – Deputy Director of Policy and Strategic Planning, Department of Commerce; Professional Staff, Senate Committee on Commerce, Science, and Transportation; Senior Policy Advisor, Senatecviii

Kate Eltrich (2009 to 2011) – Clerk, Senate Appropriations Committeecix

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

DEPUTY DIRECTOR FOR MANAGEMENT, OFFICE OF MANAGEMENT AND BUDGET, EXECUTIVE OFFICE OF THE PRESIDENT

OVERVIEWSenate Committee Homeland Security and Governmental Affairs

Agency Mission To serve the president of the United States in implementing his vision across the executive branch, including budget development and execution; oversight of agency performance and coordination; and review of significant federal regulations.

Position Overview The deputy director for management (DDM) also serves as the nation’s federal chief performance officer (CPO), a role established in 2009. The DDM/CPO develops and executes a government-wide management agenda that includes information technology, financial management, procurement, performance and human resources.

Compensation Level II $185,500 (5 U.S.C. § 5313)

Position Reports to Director of the OMB

RESPONSIBILITIESManagement Scope The OMB fiscal 2015 budget request was $91.75 million. There

were 457 OMB full-time equivalents in fiscal 2015.

The management side of OMB is comprised of offices that oversee and coordinate the administration’s procurement (Office of Federal Procurement Policy), financial management (Office of Federal Financial Management), e-government (Office of E-Government and Information Technology), performance and personnel management (Office of Performance and Personnel Management) and information and regulatory policies (Office of Information and Regulatory Affairs).

Primary Responsibilities Leads the OMB’s efforts to oversee agency management of programs and resources to achieve legislative goals and administration policy

Sets standards for procurement, financial management, e-government, performance and personnel management, and regulations to be implemented government-wide in service of the administration’s policies and goals

Negotiates and establishes performance metrics across the government (referencing industry benchmarks and other external data as a way to gauge performance); recommends a set of performance-based actions; implements the components needed to track performance against goals; and reports on progress to governmental leadership (all in the federal chief

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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performance officer role) Chairs the President’s Management Council, which consists of

agency chief operating officers

Strategic Goals and Priorities

[Depends on policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Understanding of the budget process and federal government

operations Prior government service (strongly preferred) Proven ability and experience leading and managing a large

and complex enterprise Background in operations (preferred)

Competencies Strong interpersonal skills to support work across the administration

Process and performance orientation, as this role must drive appropriate management practices and results government-wide

Ability to understand details of federal policy in a range of operational areas, and to balance policy goals with operational realities

PAST APPOINTEESAndrew Mayock (2015 to present): Senior Advisor, OMB; Associate Director, General Government Programs, OMB; Deputy Vice President for Compact Implementation, Millennium Challenge Corporation; Executive Secretary, Department of the Treasury

Beth Cobert (2013 to 2015): Director and Senior Partner, McKinsey and Company (focused on consumer-facing industries such as financial services, health care and telecom for nearly 30 years)

Jeffrey Zients (2009 to 2012): CEO & Chairman, The Advisory Board Company; Chairman, Corporate Executive Board (20 years in the private sector as a CEO, management consultant and entrepreneur)

Clay Johnson (2003 to 2009): Assistant to the President for Presidential Personnel; Executive Director, Bush-Cheney Transition Team; Chief of Staff, Governor George W. Bush; Appointments Director, Governor George W. Bush

Mark Everson (2002 to 2003): Controller, Office of Federal Financial Management; Vice President of Finance, LSG Sky Chefs; Executive Commissioner and Deputy Commissioner, Immigration and Naturalization Service

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

DEPUTY DIRECTOR, OFFICE OF MANAGEMENT AND BUDGET, EXECUTIVE OFFICE OF THE PRESIDENT

OVERVIEWSenate Committee Budget jointly with Homeland Security and Governmental Affairs

Agency Mission To serve the president of the United States in implementing his vision across the executive branch, including budget development and execution; oversight of agency performance and coordination; and review of significant federal regulations.

Position Overview The deputy director of the Office of Management and Budget (OMB) assists the director in overseeing the preparation of the federal budget and supervising its administration in the executive branch agencies. The deputy also acts in place of the director when the director is absent or unable to perform his or her duties. (31 U.S.C. § 502)

Compensation Level II $185,500 (5 U.S.C. § 5313)

Position Reports to Director of OMB

RESPONSIBILITIESManagement Scope The OMB fiscal 2015 budget request was $91.75 million. There

were 457 OMB full-time equivalents in fiscal 2015.

Primary Responsibilities Assists the director in budget development Represents OMB in White House Policy Council deliberations

at the deputy level Assists the director in coordinating and reviewing all significant

federal regulations by executive agencies, to ensure that economic and other impacts are assessed as part of regulatory decision-making, along with the review and assessment of information collection requests

Assists the director with legislative clearance and coordination (review and clearance of all agency communications with Congress, including testimony and draft bills) to ensure consistency of legislative views and proposals with presidential policy

Assists the director with executive orders and presidential memoranda to agency heads and officials

Functions as the director’s direct link to the OMB support offices (General Counsel, Legislative Affairs, Strategic Planning and Communications, Management and Operations division, Economic Policy, Legislative Reference division, Budget Review and Performance and Personnel Management) and Resource Management Offices

Negotiates with congressional committees (typically at the staff

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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level) and testifies as an OMB witness as needed

Strategic Goals and Priorities

[Depends on policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Good relationships within Congress to facilitate director’s

support of the president’s budget Deep understanding of, and experience with, the federal

budget process

Competencies Ability to process the president’s full agenda in the context of the budget preparation and administration, while assisting the director’s oversight of the largest component of the Executive Office of the President

Ability to negotiate and resolve conflicts between competing interests in the executive branch agencies and programs in support of the director and in furtherance of the president’s agenda

Ability to communicate effectively with the heads of OMB support offices and the resource management offices on behalf of the director and in furtherance of the president’s economic policies

PAST APPOINTEESBrian Deese (2013 to 2015): Deputy Director, National Economic Council; Special Assistant to the President for Economic Policy; Member, Economic Policy Working Group, Presidential Transition Team; Economic Advisor, Obama for America; Economic Policy Advisor, Hillary Clinton for President; Senior Policy Analyst for Economic Policy, Center for American Progress

Heather Higginbottom (2011 to 2013): Deputy Director, Domestic Policy Council; Founder and Executive Director, American Security Project; Deputy National Policy Director, Kerry-Edwards Presidential Campaign; Legislative Assistant, Office of Senator John Kerry

Rob Nabors (2009 to 2010): Majority Staff Director, House Appropriations Committee; Minority Staff Director, House Appropriations Committee; Assistant Director for Administration and Executive Secretary, OMB; Special Assistant to the Director, OMB

Stephen McMillin (2006 to 2009): Deputy Assistant to the President and Advisor to Chiefs of Staff Andrew Card and Joshua Bolten; Associate Director for General Government Programs, OMB; Staff, Senate Committee on Banking, Housing and Urban Affairs; Legislative Director, Financial Economist and Legislative Assistant, Senator Phil Gramm

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

DIRECTOR, OFFICE OF MANAGEMENT AND BUDGET, EXECUTIVE OFFICE OF THE PRESIDENT

OVERVIEWSenate Committees Budget jointly with Homeland Security and Governmental Affairs

Agency Mission To serve the president of the United States in implementing his vision across the executive branch, including budget development and execution; oversight of agency performance and coordination; and review of significant federal regulations.

Position Overview The Office of Management and Budget (OMB) director serves the president of the United States in implementing his vision across the executive branch.

Compensation Level I $205,700 (5 U.S.C. § 5312)

Position Reports to The President of the United States

RESPONSIBILITIESManagement Scope The OMB fiscal 2015 budget request was $91.75 million. There

were 457 OMB full-time equivalents in fiscal 2015.

Primary Responsibilities As the implementation and enforcement arm of presidential policy government-wide, the director carries out OMB's mission through five critical processes essential to the president's ability to plan and implement his priorities across the executive branch: Budget development and execution: A significant

government-wide process managed from the Executive Office of the President and a mechanism by which the president implements decisions, policies, priorities and actions in all areas (from economic recovery to health care to energy policy to national security)

Management: Oversight of agency performance, federal procurement, personnel management, financial management and information/IT (including paperwork reduction, privacy and security)

Coordination and review of significant federal regulations by executive agencies: Review of regulations to ensure they reflect presidential priorities and assessment of potential economic impact; review and assessment of information collection requests

Legislative clearance and coordination: Review and clearance of all agency communications with Congress, including testimony and draft bills, to ensure consistency of agency legislative views and proposals with presidential policy

Execution of executive orders and presidential memorandum

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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to agency heads and officials: mechanisms for the president to direct specific government-wide actions by executive branch officials

Strategic Goals and Priorities

[Depends on policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Understanding of the budget process

Prior government service (strongly preferred) Broad policy and/or public sector experience Support of the president and/or his or her chief of staff Unassailable reputation and credibility Ability to analyze the context of the current administration

and political environment, and adjust the agency’s agenda accordingly, using non-legislative tools as needed

Deep knowledge of, and experience working with, Congress

Competencies Strong interpersonal skills; the ability to lead a large organization and collaborate with individuals across government

Ability to understand the finer points of budget policy as well as have strong political acumen to understand how to resolve tensions between both, given fiscal constraints and political realities

Analytical and strategic thinker; creative problem solver

PAST APPOINTEESShaun Donovan (July 2014 to present): Secretary, Department of Housing and Urban Development; Commissioner, New York City Department of Housing Preservation and Development; Acting Federal Housing Administration Commissioner during Clinton/Bush presidential transition

Sylvia M. Burwell (April 2013 to June 2014): President, Walmart Foundation; President, Global Development Program, Bill & Melinda Gates Foundation; Deputy Director, OMB

Jacob J. Lew (November 2010 to January 2012): Deputy Secretary of State for Management and Resources; Managing Director and Chief Operating Officer, Citigroup business units; Executive Vice President and Chief Operating Officer, New York University

Peter R. Orszag (January 2009 to July 2010): Director, Congressional Budget Office; Special Assistant to the President for Economic Policy; Senior Economist and Adviser, Council of Economic Advisers

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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Office of Science and Technology Policy Position Descriptions

Introduction The Office of Science and Technology Policy (OSTP) was formally created by PL 94-282

as an entity within the Executive Office of the President. Positions:

o Director (Senate confirmed)o Four associate directors (Senate confirmed)

The focus and titles of these associate directors are not specified; it is up to each administration’s officials to organize as they’d prefer.

Obama: Science; Technology; National Security & International Affairs; Environment & Energy (This has varied somewhat throughout the Obama administration.)

o When positions were vacant, they were covered by a Schedule C—a person who does not require Senate confirmation—as deputy and acting lead.

Bush: Science; Technologyo Homeland & National Security was a matrixed semi-

organization within OSTP that worked with staff from both the Science and Technology divisions.

Clinton: Science; Technology; Environment; National Security & International Affairs

o Political staff, career staff, detailees1/fellows/IPAs2 (While on different timelines and means, these mostly perform similar functions within the office)

o Support staff (for example, administrative, communications, legal, IT) The total staff number within OSTP has varied widely. Obama’s OSTP has well over 100

staff members; OSTP under Bush had about 50; Clinton’s had about 60. Stature:

o OSTP leaders are not a part of the president’s Cabinet by statute. Some have been given dual titles of their statutory position plus “assistant to the president.” The latter gives them Cabinet rank.

o The “chief technology officer” in Obama’s OSTP is also a made-up title. Obama’s first CTO was also the associate director for technology (Senate

confirmed). The next two CTO’s held the titles of CTO & assistant to the president, and were not nominated for a Senate-confirmed OSTP associate director position.

For these latter two, OSTP reorganized with an “Office of the Chief Technology Officer” and a “Technology & Innovation Division” whose associate director position was vacant, with a Schedule C employee as deputy who actually ran it. (There was never an intent to change this setup.)

1 An employee of a United States government agency on assignment or loan.2 The Intergovernmental Personnel Act Mobility Program provides for the temporary assignment of personnel between the Federal Government and state and local governments, colleges and universities, Indian tribal governments, federally funded research and development centers, and other eligible organizations.

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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POSITION DESCRIPTION

ASSOCIATE DIRECTORS, OFFICE OF SCIENCE AND TECHNOLOGY POLICY, EXECUTIVE OFFICE OF THE PRESIDENT

Note: As the exact focus for each is up to the incoming administration, a generic version follows:OVERVIEW

Senate Committee Commerce, Science, and Transportation

Agency Mission The mission of the Office of Science and Technology Policy is threefold: first, to provide the president and his senior staff with accurate, relevant and timely scientific and technical advice on all matters of consequence; second, to ensure that the policies of the executive branch are informed by sound science; and third, to ensure that the scientific and technical work of the executive branch is properly coordinated so as to provide the greatest benefit to society.cx

Position Overview OSTP associate directors lead a division of individuals that are a mix of political and nonpolitical appointees, career employees and detailees/IPAs/fellows. The division works to meet all aspects of OSTP’s mission for its assigned subset of the government’s science and technology matters. Associate directors also participate in deputy-level meetings of other Executive Office of the President (EOP)-led interagency bodies (such as the National Security Council or the Committee on Foreign Investment in the United States); negotiate with peers at the Office of Management and Budget on priorities within the federal budget; and serve as the administration’s primary advocate for a number of science and technology issues.

Compensation Level III $170,400 (5 U.S.C. § 5314)

Position Reports to Director of the Office of Science and Technology Policy

RESPONSIBILITIESManagement Scope The size of OSTP divisions has varied across different

administrations, usually falling in the range of 15-30 full-time staff (with only a one to three being direct OSTP employees). Fiscal management responsibilities are minor and shouldn’t be viewed as a major factor for this position.

Primary Responsibilities Identifies and prioritizes topics for the division (and thus, the executive branch) to focus on, and leads the division as it leads interagency efforts on those topics

Identifies individuals who can lead activities within the division, and determines how to get them detailed to work at OSTP while being paid by others

Represents the administration and the global science community in policymaking activities of other EOP agencies

Serves as the administration’s figurehead on the priority topics in discussion with the science community, other

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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government entities and the public.

Strategic Goals and Priorities

[Depends on the policy priorities of the administration]

REQUIREMENTS AND COMPETENCIESRequirements Recognized educational background and experience within

at least one priority topic area for the division Understanding of the federal science and technology

ecosystem, budget development and implementation, and EOP processes

Established relationships within the federal government and private-sector science communities

Experience leading disparate groups to consensus

Competencies Ability to convene groups with divergent agendas and lead them to consensus, without having the power to mandate

Ability to deeply understand both technical issues and strategic opportunities and constraints, and to chart an optimal path forward

Skill as a collaborative individual able to build relationships with, and influence others

Strong communication skills for succeeding in a variety of contexts: deep technical discussions, policy/budget deliberations and advocating and justifying priorities

Facility for working comfortably in a high-stress, high-visibility position, in which success is dependent on the work of others, most of them outside direct control, but responsibility for failure rests with the associate director

ENDNOTES

This position description was created with the help of MITRE Corporation, a not-for-profit company that provides innovative, practical solutions for some of the nation's most critical challenges in defense and intelligence, aviation, civil systems, homeland security, the judiciary, healthcare and cybersecurity.

The Partnership’s Center for Presidential Transition helps ensure the efficient transfer of power that our country deserves. The Center’s Ready to Govern® initiative assists candidates with the transition, works with Congress to reform the transition process, develops management recommendations to address our government’s operational challenges, and trains new political appointees.

For original transition documents and additional resources, templates and tools, visit presidentialtransition.org.

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xlviii https://www.whitehouse.gov/21stcenturygov/tools/salariesxlix Romney PDl Romney PDli Romney PDlii Romney PDliii Romney PDliv https://www.linkedin.com/in/amy-rosenbaum-40810a81 http://thehill.com/blogs/blog-briefing-room/news/195826-capitol-hill-vet-joins-wh-legislative-affairs-teamlv https://www.washingtonpost.com/news/post-politics/wp/2013/12/13/obama-taps-katie-beirne-fallon-to-repair-relations-with-congress/http://www.politico.com/story/2013/12/white-house-new-legislative-affairs-director-101131http://www.eagleton.rutgers.edu/events/images/BeirneFallon_Bio.pdfhttps://www.linkedin.com/in/katie-beirne-fallon-76837b4a?authType=NAME_SEARCH&authToken=PmFz&locale=en_US&trk=tyah&trkInfo=clickedVertical%3Amynetwork%2CclickedEntityId%3A174098816%2CauthType%3ANAME_SEARCH%2Cidx%3A1-1-1%2CtarId%3A1478631752302%2Ctas%3Akatie%20beirne%20lvi https://www.washingtonpost.com/politics/miguel-rodriguez-obamas-legislative-director-is-mostly-a-mystery-to-those-in-congress/2013/03/11/d8b2de7a-87ff-11e2-9d71-f0feafdd1394_story.html?tid=a_inlhttps://www.linkedin.com/in/miguel-rodriguez-501b3989lvii https://www.whitehouse.gov/participate/internships/departments#MnAlviii https://www.whitehouse.gov/21stcenturygov/tools/salarieslix Romney PDlx Romney PDlxi https://www.linkedin.com/in/maju-varghese-0b90a611alxii Romney PDlxiii https://www.whitehouse.gov/blog/author/katy-kalelxiv http://www.pedaids.org/blog/entry/meet-brad-kiley lxv https://www.whitehouse.gov/participate/internships/departments#Cabinet lxvi https://www.whitehouse.gov/21stcenturygov/tools/salarieslxvii https://www.whitehouse.gov/participate/internships/departments#Cabinet lxviii Romney Position Descriptions lxix https://www.whitehouse.gov/blog/author/broderick-johnsonlxx https://www.omm.com/professionals/danielle-carim-gray/lxxi Romney Position Descriptionslxxii https://www.whitehouse.gov/administration/eop/iga lxxiii https://www.whitehouse.gov/blog/author/jerry-abramsonlxxiv https://www.whitehouse.gov/21stcenturygov/tools/salarieslxxv Romney PDlxxvi Romney PDlxxvii Romney PDlxxviii https://www.whitehouse.gov/blog/author/jerry-abramsonlxxix https://www.whitehouse.gov/blog/author/david-agnewlxxx https://www.whitehouse.gov/blog/author/cecilia-mu%C3%B1ozlxxxi Romney PDlxxxii https://www.whitehouse.gov/21stcenturygov/tools/salarieslxxxiii Romney PDlxxxiv Romney PDlxxxv Romney PDlxxxvi Romney PDlxxxvii Romney PDlxxxviii http://www.leadershipdirectories.com/profiles/Kristin-Jones-Special-Assistant-to-the-President-and-Dir-of-.htm ; https://www.linkedin.com/in/kristin-jones-359554113 lxxxix Romney PDxc Romney PDxci https://clinton2.nara.gov/WH/EOP/NSC/html/nschome.htmlxcii https://clinton2.nara.gov/WH/EOP/NSC/html/execsec.htmlxciii https://www.whitehouse.gov/the-press-office/2014/07/29/white-house-announces-new-executive-secretary-chief-staff-

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