Presidential Transition Timeline

Incoming Administration: Appointments
December 2016

To-Dos

Schedule initial confirmation hearings for Wave I nominees
Wave II: For each position, contact candidates in rank order until a mutual decision is reached to move forward (through February)
Wave II: Interview candidates for each Wave II position and request supporting materials for internal vetting (e.g., responses to questionnaire and tax records) (through February)
Wave II: Direct successfully vetted potential nominees to complete and submit SF-86 to the FBI and OGE Form 278e to OGE to begin formal nominee process (through February)
Wave III: Create ranked shortlists for each Wave III position based on vetting results (through January)
Wave III: Create profiles of each candidate on the shortlists (through January)
Wave III: Compile position descriptions, shortlists, and summaries from the lawyer review process, and candidate profiles for Wave III positions into briefing book binders for president-elect (through Inauguration)

Ongoing

Wave I: For each position, contact candidates in rank order until a mutual decision is reached to move forward (election–December)
Wave I: Interview candidates for each position and request supporting materials for internal vetting (e.g., responses to questionnaire and tax records) (election–December)
Wave I: Direct successfully vetted potential nominees to complete and submit SF-86 to the FBI and OGE Form 278e to OGE to begin formal nominee process, with the goal of releasing 30 nominee financial disclosure reports (OGE Form 278e) to OGE through Integrity by November 16, 2016 and 100 total by mid-December (election–December)
Confirmation teams that were organized in September lay the groundwork for Senate confirmation preparation (e.g., setting up meetings on Hill, contacting agency representatives) (electionInauguration)

Presidential Transition Guide, Ch. 3, Guide nominees through the Senate confirmation process

Discuss appointments timeline with Senate committees (when nominees need to be received in order to have them confirmed by desired timetable) (election–December)
Announce top Wave I nominees between Thanksgiving and Christmas (election–December)
Plan post-inauguration Cabinet retreat (electionInauguration)

Presidential Transition Guide, Ch. 3, Prepare Cabinet orientation and retreat

Work with GSA to determine the scope of training for incoming appointees per the Presidential Transition Act (i.e., define which appointees will receive training and what material will be covered) (electionFebruary)
Wave III: Work with policy and agency review teams to create position descriptions (election–December)
Wave III: Create long lists for Wave III positions, incorporating input from the agency review team (through December)
Wave III: Conduct vetting of long-listed candidates, including opposition research (using public sources such as LexisNexis, Voter Vault, LegiStorm, SEC records, opensecrets.org, etc.) and additional lawyer review (election–December)

Resources

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