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https://www.pmf.gov/agencies/resources

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An Official Web Site of the United States Government

Agencies

Resources

The tables below contains key documents, forms, and resources for Federal agencies. They are organized into the following categories (click on the category to go to the corresponding resource category): 1) Key Tools and Resources, 2) Policies and Guidance, 3) Financial, 4) Templates, 5) Forms, 6) Training and Development, 7) Best Practices, and 8) Virtual Meeting Platforms Technical Resources. Select the document's title to access or the file type icons if more than one. NOTE: These documents are subject to change and will only be updated if content has changed.

Key Tools and Resources

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Document Description File Type
PMF Agency Brochure This brochure is a resource that presents the value proposition of the PMF Program for Federal agencies, what agencies should do if they would like to hire a PMF, and a high level overview of the program. It is a trifold document that should be printed front to back. This is an Adobe (.pdf) file and posted 03/2023. Adobe Acrobat Version [2,254 KB]
PMF Participant Handbook This PMF Program Participant Handbook (the “Handbook”) provides an overview of the PMF Program, general guidance from the PMF Program Office, and the program requirements for Fellows, their Supervisors, and Agency PMF Coordinators. This Handbook is provided to fulfill the PMF Program Office’s Orientation Program for Fellows. This is an Adobe (.pdf) file and posted on 04/04/2022. Adobe Acrobat Version  [2,779 KB]
Onboarding Toolkit for Agency PMF Coordinators This onboarding toolkit is a resource that will help orient new Agency PMF Coordinators to the PMF Program, including their roles and responsibilities. This is an Adobe (.pdf) file and posted 04/2020. Adobe Acrobat Version [958 KB]
Onboarding Toolkit for PMF Supervisors This onboarding toolkit is a resource that will help orient new PMF Supervisors to the PMF Program, including their roles and responsibilities. This is an Adobe (.pdf) file and posted 04/2022. Adobe Acrobat Version [682 KB]
PMF Agency Profile Page Checklist for Agencies

This checklist is used by Agency PMF Coordinators in building and maintaining their Agency Profile Page on the PMF TMS. This is an Adobe (.pdf) file and posted on 03/24/2021.

 Adobe Acrobat Version [1,556 KB]
PMF Supervisor Checklist

This checklist is a tool for PMF Supervisors to use in managing their Fellow(s) at their agency. This is an Adobe (.pdf) file and posted on 04/04/2022.

 Adobe Acrobat Version [149 KB]
PMF HR Staff Checklist

This checklist is a tool for all HR (Human Resources) staff to use in administering the PMF Program requirements at their agency. This is an Adobe (.pdf) file and posted on 06/01/2021.

 Adobe Acrobat Version [121 KB]
PMF Orientation Webinar Slides for PMF Hiring Officials\Supervisors This is a copy of the slides used during the webinar specifically for PMF hiring officials and supervisors. This is an Adobe (.pdf) file and posted on 07/27/2020.  [329 KB]
Preparing for Finalists Timeline

This document outlines best practices for Agency PMF Coordinators to prepare for Finalists. This is an Adobe (.pdf) file and updated on 07/25/2023.

 Adobe Acrobat Version [241 KB]
Preparing for Finalists Checklist

This checklist is a tool for Agency PMF Coordinators to use in preparing for the PMF Program Office's announcement of Finalists. This is an Adobe (.pdf) file and updated on 07/25/2023.

 Adobe Acrobat Version [125 KB]
PMF Fellowship Timeline

This document outlines the typical PMF fellowship timeline. This is an Adobe (.pdf) file and updated on 08/07/2023.

 Adobe Acrobat Version [149 KB]
Recruiting Finalists Flysheet for Agency PMF Coordinators

The PMF Program Office has prepared this flysheet for Agency PMF Coordinators (and other agency support staff) in recruiting Finalists for PMF appointments. This is an Adobe (.pdf) file and posted on 02/07/2024.

 Adobe Acrobat Version [168 KB]

Policies and Guidance

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Document Description File Type
Pathways Programs Regulations Copy of the full Pathways Programs regulations effective June 11, 2024. This is an Adobe (.pdf) file. Adobe Acrobat Version [202 KB]
Executive Orders

This Adobe (.pdf) file, posted 12/2010, contains all Program Executive Orders from 1977 to the present:

  • Executive Order 13562 of December 27, 2010
  • Executive Order 13318 of November 21, 2003
  • Executive Order 12645 of July 12, 1988
  • Executive Order 12364 of May 24, 1982
  • Executive Order 12008 of August 25, 1977
 Adobe Acrobat Version [36 KB]
How an Excepted Service Agency Participates in the PMF Program These instructions and template are for excepted service agencies within or outside of the Executive Branch and wanting to participate in the PMF Program. The instructions and template have been updated to reflect revised program regulations posted on 04/12/2024. This document is provided in MS Word (.doc) file format and updated on 11/05/2024.
MS Word Icon [262 KB]
Pathways Programs Handbook The purpose of the handbook is to provide practical guidance to agency personnel responsible for the implementation and/or administration of the Pathways Programs. The Handbook, which reflects Government-wide guidance, should serve as a template for agencies to use in the development of an agency-specific program. THIS GUIDANCE IS BASED ON THE INITIAL REGULATIONS AND WILL BE UPDATED TO REFLECT NEW REGULATIONS IN EFFECT AS OF 06/11/2024. This is an Adobe (.pdf) file and effective 08/2016. Adobe Acrobat Version [622 KB]
Pathways FAQs This is a link to various Pathways FAQs (Frequently Asked Questions) posted on OPM's website. icon_link
Application Criteria

This document identifies some of the criteria presented to applicants during the annual PMF application process and for Federal agencies when searching current Finalists in the PMF TMS (Talent Management System) on (1) a list of degrees, (2) a list of additional skills, and (3) a list of languages. This is an Adobe (.pdf) file and updated on 07/05/2024. This file will only be updated if the criteria changes.

  [123 KB]
PMF Guidance on Reappointments This document contains guidance on reappointment information for Fellows and Agencies. This is an Adobe (.pdf) file and updated on 06/14/2022. Adobe Acrobat Version [160 KB]

Financial

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NOTE: The financial forms (e.g., FS Form 7600A and 7600B) for agencies to submit the one-time placement fee for each initial PMF appointment have been updated as of 06/08/2020. Depending on your version of Adobe Reader, you may need to right-click on the link, choose "Save link as..." to save to your desktop, and then open with Adobe. Please use this version for all submissions going forward.

Effective with the PMF Class of 2022 Finalists, the placement fee will be $8,000 per initial PMF appointment.

Document Description File Type

PMF Reimbursement Process for Agencies

These are instructions on how to submit reimbursement for an initial PMF appointment and using the FS Forms 7600 A & B; the forms can be found below. This is an Adobe (.pdf) fillable form and updated on 09/30/2022.

 Adobe Acrobat Version [382 KB]

FS Form 7600A (General Terms and Conditions (GT&C), Interagency Agreement (IAA) for PMF Reimbursements)

This is form 1-of-2 used by agencies to submit reimbursement for an initial PMF appointment. The FS Form 7600A is mandatory in establishing an Interagency Agreement (IAA) and must be completed and on file before the 7600B can be executed. This is an Adobe (.pdf) fillable form and updated on 06/08/2020. NOTE: You may need to download and save the form to your desktop if Adobe does not open it automatically.

 Adobe Acrobat Version [1,888 KB]

FS Form 7600B (Order Requirements and Funding Information (Order) for PMF Reimbursements)

This is form 2-of-2 used by agencies to submit reimbursement for an initial PMF appointment. The FS Form 7600B is the funding section of the Interagency Agreement (IAA) that creates the fiscal obligation and only valid if the 7600A has been completed and on file. This is an Adobe (.pdf) fillable form and updated on 09/30/2022. NOTE: You may need to download and save the form to your desktop if Adobe does not open it automatically.

 Adobe Acrobat Version [2,669 KB]

PMF Credit/Purchase Card Payment Form

This form was created for agencies to submit the placement fee using a credit/purchase card. This is an Adobe (.pdf) fillable form and posted on 07/20/2022.

 Adobe Acrobat Version [147 KB]

Templates

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Document Description File Type
Pathways Programs Officer and Agency PMF Coordinator Designation Template This template is used by Federal agencies to designate or modify their Pathways Programs Officer and/or Agency-wide PMF Coordinator. This template is provided in MS Word (doc) file format, and updated on 05/28/2024. MS Word Icon [80 KB]
PMF Program's Program Analyst Position Description Templates Infographic This infographic illustrates the PMF Program's Program Analyst Career Ladder Position Description (PD) Templates for agencies. See below for the Guide. This is an Adobe (.pdf) file and posted on 08/04/2020. Adobe Acrobat Version [190 KB]
PMF Program's Program Analyst Career Ladder Position Description Templates Guide This Guide contains instructions and Position Description (PD) Templates for agencies to use in creating Program Analyst (GS-0343-9/11/12/13) positions for PMF appointments. This is an MS Word (.doc) file and updated on 09/30/2020. MS Word Icon [110 KB]
PMF TMS Appointment Opportunity Template for Agencies

This template is used by agencies to collect appointment opportunities and post in the PMF TMS (e.g., a job opportunity announcement to solicit Finalists for PMF positions). This is an MS Word (.doc) file and updated on 07/29/2024.

 MS Word Icon [292 KB]

PMF TMS Alumni Engagement Opportunity Template

This template is used to submit a request to the PMF Program Office to post an opportunity to the PMF TMS directed to PMF alumni. This is an MS Word (.doc) file and posted on 03/26/2020.

 MS Word Icon [259 KB]

PMF TMS Rotational Opportunity Template for Agencies

This template is used by agencies to collect rotational opportunities and post in the PMF TMS. This is an MS Word (.doc) file and posted on 02/07/2024.

 MS Word Icon [264 KB]

PMF TMS Training Opportunity Template for Agencies

This template is used by agencies and hosting organizations to collect training opportunities and post in the PMF TMS. This is an MS Word (.doc) file and posted on 08/06/2020.

 MS Word Icon [319 KB]
Events Management System (EMS) Template

This template is provided to agency stakeholders to fill out and submit an event request to the PMF Program Office for consideration in posting to the Events Management System built into the PMF TMS (Talent Management System). This is an MS Word (.doc) file and updated on 07/20/2021.

 MS Word Icon [327 KB]
Sample PMF Rotation Memorandum of Understanding (MOU) This is a sample MOU for Fellows and agencies to use when performing a rotation (e.g., developmental assignment or rotation). This sample should be tailored to meet the needs of the specific assignment and agency policies. Fellows should consult with their Supervisor and/or Agency PMF Coordinator for assistance. This MOU is provided as an MS Word (.doc) file format last updated on 08/27/2020. MS Word Icon [94 KB]

Forms

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Document Description File Type
PMF Form 1301, PMF Participant Agreement

This is an optional form for the PMF Participant Agreement. Appointing agencies may customize to fit their program requirements. This is a fillable Adobe (.pdf) form last updated in 08/2017.

 Adobe Acrobat Version [274 KB]
OPM Form 1302, PMF Individual Development Plan (IDP) This is an optional form that Fellows and agencies may use for a Fellow's IDP (Individual Development Plan). This is a fillable Adobe (.pdf) form last updated in 08/2017. Adobe Acrobat Version [262 KB]
OPM Form 1303, PMF Executive Resources Board (ERB) Certification Form This is an optional form that Fellows and agencies may use for the Executive Resources Board (ERB) Certification process. This is a fillable Adobe (.pdf) form last updated in 08/2017. Adobe Acrobat Version [247 KB]
OPM Form 1306, PMF Appointment Intake Form This is an optional form that Finalists can use for initial appointments or updates, or Fellows to use for updates and reappointments. Agency PMF Coordinators may refer Finalists and Fellows to use this form. This is a fillable Adobe (.pdf) file and last updated in 09/2020. Adobe Acrobat Version [1,024 KB]
OPM Form 1308, PMF Mentoring Agreement Form This optional Mentoring Agreement Form is used to set forth the expectations and relationship between a Fellow and his/her Mentor. This is a fillable Adobe (.pdf) file and last updated in 04/2021. Adobe Acrobat Version [1,014 KB]
OPM Form 1310, PMF LDP Participant Agreement Form This Agreement is used to set forth the expectations between the Fellow and their Supervisor for the Fellow’s full participation in the PMF Leadership Development Program (PMF LDP). This is a fillable Adobe (.pdf) file and last updated in 12/2022. Adobe Acrobat Version [121 KB]
OPM Form 1311, PMF Agency Testimonial Form This form is used to collect agency testimonials on their experience with the PMF Program. This is a fillable Adobe (.pdf) file and posted on 06/17/2022. Adobe Acrobat Version [106 KB]
SF 62 Agency Request to Pass Over a Preference Eligible or Object to an Eligible [381 KB]

Training and Development

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Document Description File Type
PMF LDP (Leadership Development Program) for Fellows This is a link to our webpage that provides information about the PMF LDP for Fellows.  icon_link
Training and Development Webpage for Fellows This is a link to our webpage that provides information about training and development for Fellows, which includes information on IDPs, Rotational Opportunities, Training, PMF LDP, Certification, Conversion, and Mentors. icon_link

Best Practices

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Document Description File Type
Army CAA 2020 Finalists Information Guide This document is the Army's Center for Army Analysis Information Guide for Class of 2020 Finalists. This serves as a best practice for agencies to develop their own Information Guide at the organizational level. Please contact the Army Agency PMF Coordinator for any inquiries. This is an Adobe (.pdf) file posted on 12/09/2019.  [2,187 KB]
USDA/Forest Service PMF Hiring Manager Handbook This document is a Handbook for Hiring Managers from USDA's Forest Service for Fall 2019. This serves as a best practice for agencies to utilize in developing their own handbooks. Please contact the Forest Service Agency PMF Coordinator for any inquiries. This is an Adobe (.pdf) file posted on 02/03/2020.  [172 KB]
USAID's PMF Program Best Practices This document contains best practices used by USAID for their PMF Program (as of 02/2013). It contains the following:  program policies, program brochure, a table of contents for their PMF Welcome Packet, and a sample newsletter for their Fellows. Please contact the USAID Agency PMF Coordinator for any inquiries. This is an Adobe (.pdf) file posted on 04/10/2015.  [1,438 KB]

Virtual Meeting Platforms Technical Resources

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Document Description File Type
Zoom Resources Use this link to find resources on how to use the Zoom platform. icon_link

Visit the next section to view information on the PMF TMS.

UPDATED:  11-05-2024