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Resources for Nominees to Senate-Confirmed Positions

October 1, 2021

OGE provides this collection of resources to help potential Presidential nominees to Senate-confirmed positions understand the Nominee process and the ethics rules to which they would be subject after confirmation.

 

Guide for Nominees (2020)

OGE developed this Guide as a resource for potential Senate-confirmed, Presidential nominees. It is organized to take a nominee through the life cycle of a person who will serve as a Senate-confirmed Presidential appointee (PAS official). It includes sections explaining what to expect during the nominee process, how to have an ethical start to Federal service, how to be a leader in ethics, and what to consider when planning to leave Federal service. The appendix contains detailed reference information, such as instructions for Integrity and financial disclosure checklists. Click here >

 

Electronic Public Financial Disclosure Filing System, Integrity

Presidential nominees in the executive branch file public financial disclosure reports through Integrity, the executive branch electronic financial disclosure system. The online user manual for Integrity provides useful explanations of the system’s features. A user name and password is required to access both Integrity and its user manual. Click here >

 

Public Financial Disclosure (OGE Form 278e) and Confidential Financial Disclosure (OGE Form 450)

Follow this link for access to OGE’s financial disclosure forms and instructions for downloading the forms. (To access Integrity, OGE’s system for electronically filing and reviewing Public Financial Disclosures, click here.) Click here >

 

Nominee Public Financial Disclosure Review Checklists (2020)

OGE developed this collection of public financial disclosure checklists for prospective incoming Presidential nominees who file public financial disclosure reports, as well as for agency reviewers. The collection includes a general checklist applicable to all nominees and supplemental checklists that target certain categories of professionals: attorneys; corporate officers, employees, and directors; university professors and deans; and investment fund managers. Click here >

 

Public Financial Disclosure Guide (2019)

The Public Financial Disclosure Guide is an interactive tool to assist individuals who file or review public financial disclosure reports (OGE Form 278e or OGE Form 278-T). The Guide offers helpful instructions, illustrations of sample language, definitions of terms, and plain-language answers to frequently asked questions. Click here >

 

Guide to Drafting Nominee Ethics Agreements (2020)

Ethics agreements reflect a nominee’s commitments to resolve their conflicts of interest and comply with the ethics laws and regulations. Agency ethics officials, in collaboration with OGE staff, draft each ethics agreement using standardized language, tailored as appropriate, from this Guide. Click here >

 

Quick Guide to PAS Reports OGE Reviews

This Quick Guide describes which Presidentially appointed, Senate-confirmed (PAS) reports are subject to OGE review and which are not. Click here >

 

(Unofficial) Excel Workbook of PAS Nominee Positions Subject to OGE Financial Disclosure Review (2020)

OGE periodically updates this unofficial Excel workbook listing the civilian Presidentially appointed, Senate-confirmed (PAS) positions traditionally subject to OGE’s review in the nomination process. The official source for identifying political positions in the executive branch is the publication titled, “United States Government Policy and Supporting Positions.” This publication, commonly known as the Plum Book, is published alternately by the Senate and the House committees after each Presidential election. OGE publishes the list of PAS positions subject to its review to complement this publication. Click here >