[Federal Register Volume 91, Number 124 (Tuesday, June 30, 2026)]
[Rules and Regulations]
[Pages 39361-39382]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2026-13154]



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Rules and Regulations
                                                Federal Register
________________________________________________________________________

This section of the FEDERAL REGISTER contains regulatory documents 
having general applicability and legal effect, most of which are keyed 
to and codified in the Code of Federal Regulations, which is published 
under 50 titles pursuant to 44 U.S.C. 1510.

The Code of Federal Regulations is sold by the Superintendent of Documents. 

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Federal Register / Vol. 91, No. 124 / Tuesday, June 30, 2026 / Rules 
and Regulations

[[Page 39361]]



OFFICE OF PERSONNEL MANAGEMENT

5 CFR Part 731

[Docket ID: OPM-2025-0007]
RIN 3206-AO84


Suitability and Fitness

AGENCY: Office of Personnel Management.

ACTION: Final rule.

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SUMMARY: The Office of Personnel Management (OPM) is amending the 
Federal Government personnel vetting adjudicative processes for 
determining suitability and taking suitability actions. The final rule 
will improve the efficiency, rigor, and timeliness by which OPM and 
agencies vet individuals for risk to the integrity and efficiency of 
the service and make clear that individuals who engage in serious 
misconduct while employed in Federal service are subject to the same 
suitability procedures and actions as applicants for employment. It 
also ensures that suitability determinations and actions are applied 
consistently with Merit System Principles.

DATES: Effective July 30, 2026.

FOR FURTHER INFORMATION CONTACT: For questions, contact Joe Knouff, 
Suitability Executive Agent Programs, by email at [email protected] or by 
phone at (202) 599-0090.

SUPPLEMENTARY INFORMATION:

I. Executive Summary

    OPM is issuing a final rule to improve the efficiency, rigor, and 
timeliness by which OPM and agencies vet individuals for risk to the 
integrity and efficiency of the service. In June 2025, OPM proposed 
updates to 5 CFR part 731 to the specific factors used to evaluate an 
individual's suitability or fitness for Federal service, as directed by 
E.O. 14210 of February 11, 2025, Implementing the President's 
``Department of Government Efficiency'' Workforce Optimization 
Initiative (90 FR 9669, Feb. 14, 2025). See 90 FR 23467 (June 3, 2025). 
OPM also proposed updates to OPM's and agencies' delegated authority to 
take suitability actions on post-appointment conduct as directed by the 
March 20, 2025, Presidential Memorandum Strengthening the Suitability 
and Fitness of the Federal Workforce (90 FR 13683, Mar. 25, 2025). This 
final rule amends 5 CFR part 731, subparts A, B, C, and D, to update 
the specific factors and OPM's and agencies' delegated authority to 
take suitability actions on post-appointment conduct.

II. Authority and Background

    Congress has long charged the President with ensuring that those 
employed in the competitive service are suitable for Federal 
employment. In 1871, Congress directed the President to ``prescribe 
such regulations for the admission of persons into the civil service . 
. . as may best promote the efficiency thereof, and ascertain the 
fitness of each candidate in respect to . . . character''; appoint 
individuals to investigate applicants' suitability for Federal 
employment; and ``establish regulations for the conduct of [employees] 
in the civil service.'' 1 Rev. Stat. 313, Sec.  1753 (1875) (enacted 
Mar. 3, 1871). Today, 5 U.S.C. 3301 and 7301 provide similarly that 
``[t]he President may . . . prescribe such regulations for the 
admission of individuals into the civil service in the executive branch 
as will best promote the efficiency of that service,'' ``ascertain the 
fitness of applicants as to . . . character,'' and ``prescribe 
regulations for the conduct of employees in the executive branch.''
    Historically, the President has delegated to OPM and its 
predecessor, the Civil Service Commission, the authority to prescribe 
both qualification standards and suitability standards, and to conduct 
both examinations of applicants' qualifications and investigations of 
suitability for appointment and continuing employment. See 5 U.S.C. 
1104(a)(1). The President charged OPM with, among other duties: (1) 
``establish[ing] standards with respect to . . . suitability . . . 
which applicants must meet to be admitted to or rated in 
examinations''; (2) ``[i]nvestigating . . . the suitability . . . of 
applicants for positions in the competitive service''; (3) 
``requir[ing] appointments to be made subject to investigation to 
enable the [Director] to determine, after appointment, that the 
requirements of law or the Civil Service Rules and Regulations have 
been met''; and (4) instructing an agency ``to remove'' an employee 
found to be ``disqualified for Federal employment.'' E.O. 10577 (Nov. 
22, 1954) (codified, in relevant part, as amended, at 5 CFR 2.1(a), 
5.2(a), 5.3(a)(1), 5.3(b)); see also 5 U.S.C. 1103(a)(5) (the 
Director's responsibility for ``executing, administering, and 
enforcing'' these Civil Service Rules); 5 U.S.C. 1104(a)(1) (the 
President's authority to ``delegate, in whole or in part, [his] 
personnel management functions'' to OPM); 5 U.S.C. 3302 (the 
President's authority to ``prescribe rules governing the competitive 
service'').
    Part 731 of title 5, Code of Federal Regulations, establishes and 
maintains OPM's policies and procedures governing suitability and 
fitness investigations and adjudications, including the procedures for 
taking suitability actions and the general process for appealing a 
suitability action. Suitability and fitness determinations examine 
``character or conduct that may have an adverse impact on the integrity 
or efficiency of the service,'' such as criminal or dishonest conduct, 
and deception or fraud in examination or appointment. 5 CFR 731.101, 
731.201, 731.202. If the suitability determination is unfavorable, the 
adjudicator must then determine what ``suitability action'' is 
appropriate. See Sec.  731.203(a). OPM's regulations define a 
``suitability action'' to include ``[c]ancellation of eligibility,'' 
``[r]emoval,'' ``[c]ancellation of reinstatement eligibility,'' and 
``[d]ebarment.'' See Sec.  731.101(a). OPM may also be subject to these 
regulations in its capacity as an agency.
    The objective of the suitability and fitness adjudicator is to 
establish a reasonable expectation that employment or continued 
employment of an individual either would or would not protect the 
integrity and promote the efficiency of the service. When there is a 
reasonable expectation employment would not do so, the individual 
should be found unsuitable or unfit. This expectation is established 
when an adverse nexus or connection can be shown between the character 
or conduct in question and the integrity of the

[[Page 39362]]

service or the individual's capacity and fitness for employment or 
continued employment.
    These interests and objectives apply equally to applicants for 
employment and current Federal employees, regardless of the employment 
status as an ``appointee'' or ``employee'' as those terms are defined 
in Sec.  731.101. Current Federal employees, no less than applicants, 
must remain suitable for Federal employment. Employees who engage in 
serious misconduct while in the Federal service are equally as 
unsuitable for Federal employment as applicants who engaged in serious 
misconduct before applying for Federal employment.
    The statutory authorities that direct the President, and by 
presidential delegation OPM, to take suitability actions apply to 
employees, not just job applicants. See 5 U.S.C. 7301 (``The President 
may prescribe regulations for the conduct of employees in the executive 
branch.''). Consistent with this broad grant of statutory authority, it 
has long been presidential and executive branch policy to assess post-
appointment conduct to determine an individual's ongoing suitability or 
fitness to remain in their position and OPM has, under part 731 and 
implementing guidance, required agencies to make suitability 
determinations based on post-appointment conduct. See, e.g., 76 FR 
69601 (Nov. 9, 2011) and 89 FR 102675 (Dec. 18, 2024) (discussing 5 CFR 
731.106(d)).
    OPM regulations have long applied suitability criteria to both 
Federal employees and applicants. Under part 731 and implementing 
guidance, OPM has required agencies to make suitability determinations 
based on post-appointment conduct. OPM has established in its 
regulations that ``OPM may take a suitability action under this part 
against an employee'' of an agency and direct that agency to remove the 
employee based on the suitability factors set forth in 5 CFR part 731, 
subpart B. These factors are as follows: material, intentional false 
statement, deception, or fraud, in examination or appointment; a 
statutory or regulatory bar that prevents the individual's lawful 
employment; and/or, knowing and willful engagement in acts or 
activities designed to overthrow the U.S. Government by illegal or 
unconstitutional means. 5 CFR 731.203(e). Another factor, refusal to 
furnish testimony as required by 5 CFR 5.4, was a basis for OPM to take 
a suitability action against an employee and was in place from 1996 
until January 2025, when OPM removed this factor from the suitability 
factors. See 61 FR 394 (Jan. 5, 1996) and 89 FR 102675 (Dec. 18, 2024). 
OPM regulations have further allowed OPM to consider ``[t]he nature of 
the position for which the person is applying or in which the person is 
employed'' in applying the suitability criteria, making clear that 
suitability actions might apply to incumbent employees, whether in an 
appointee or employee status as defined in 5 CFR 731.101, as well as 
applicants. 5 CFR 731.202(c).
    Successive presidential administrations have emphasized that 
suitability determinations apply not only to applicants and appointees 
to competitive service or career SES positions but also to employees in 
such positions. E.O. 13488, Granting Reciprocity on Excepted Service 
and Federal Contractor Employee Fitness and Reinvestigating Individuals 
in Positions of Public Trust, (74 FR 4111, Jan. 16, 2009) issued in 
relevant part under 5 U.S.C. 7301, established a uniform, 
governmentwide requirement for public trust suitability 
reinvestigations to ensure persons in public trust positions remain 
suitable for continued employment.
    In January 2017, E.O. 13764 (82 FR 8115, Jan. 23, 2017) amended the 
Civil Service Rules, E.O. 13488, and E.O. 13467, and established 
continuous vetting for all positions subject to personnel vetting, 
including positions subject to OPM's suitability regulations. 
Continuous vetting refers to the process of ``reviewing the background 
of a covered individual at any time to determine whether that 
individual continues to meet applicable requirements.'' Sec. 1.3, E.O. 
13467, as amended by E.O. 13764. A ``covered individual'' is ``a person 
who performs, or who seeks to perform, work for or on behalf of the 
executive branch.'' Id. In the context of suitability for employment, 
continuous vetting is used to determine if an individual remains 
suitable for a position over time.
    E.O. 13764 also amended the Civil Service Rules at 5 CFR 5.2(a) to 
permit the OPM Director to require appointments be made subject to 
investigation so that the OPM Director can determine, post-appointment, 
that Civil Service Rules and regulations have been met. E.O. 13764 
clarified Civil Service Rule 5.3 to specify that the OPM Director could 
instruct an agency to remove an employee when the Director finds that 
the employee is unsuitable. 5 CFR 5.3(a)(1).
    In May 2018, the OPM Director and the Director of National 
Intelligence, in their respective roles as Suitability and 
Credentialing Executive Agent and Security Executive Agent, launched 
the ``Trusted Workforce 2.0'' initiative to transform workforce vetting 
by employing a modernized and more efficient process for ensuring that 
only trusted individuals enter and remain in the Federal workforce. A 
key goal of the initiative is to provide vetting processes that enable 
each individual's vetting status to be continuously up to date. Since 
its launch, the initiative has enabled the enrollment into continuous 
vetting of more than 4 million individuals serving the Government in 
national security sensitive positions, including sensitive competitive 
service and career SES positions, and enrollment is underway for those 
serving in nonsensitive public trust positions.
    OPM has established in its regulations that OPM itself may take a 
suitability action against an employee in the competitive service or 
the career Senior Executive Service and direct the employing agency to 
remove the employee based on a narrow set of its suitability factors in 
5 CFR part 731, subpart B. OPM regularly takes suitability actions 
against such employees based on material, intentional false statement 
or deception, or fraud, in examination or appointment. OPM has not 
redelegated to agencies the authority to take suitability actions 
against employees, even when the conduct occurred prior to employment. 
OPM requires agencies to refer to OPM cases where there has been 
evidence of such conduct and, should OPM decide to take a suitability 
action, OPM directs the agency to remove the employee. OPM also 
requires agencies to refer cases involving knowing and willful 
engagement in acts or activities designed to overthrow the U.S. 
Government by force.
    Although OPM has required agencies to make suitability 
determinations regarding employees based on post-appointment conduct, 
OPM has not permitted agencies to take suitability actions when the 
determination is unfavorable. Further, since the Merit Systems 
Protection Board's (MSPB) decision in Scott v. OPM in 2011 (116 
M.S.P.R. 356 (2011), modified by 117 M.S.P.R. 467 (2012)), which held 
that suitability actions cannot be taken for post-appointment conduct, 
OPM has not itself taken suitability actions regarding employees, 
regardless of employment status as an ``appointee'' or ``employee'' per 
5 CFR 731.101, for post-appointment conduct. OPM has recognized, 
however, in its regulations, that an agency may employ other 
authorities available to the agency when

[[Page 39363]]

an employee's post-appointment conduct renders the employee unsuitable 
for continued employment in the position, such as Chapter 75 actions. 
Agencies have reported frustration with not being able to take the next 
logical step, a suitability action, after finding an employee 
unsuitable for continued employment.
    After Scott, Congress specifically legislated that agencies need 
not proceed through Chapter 75 procedures when taking suitability 
actions. OPM's regulations have long defined a ``suitability action'' 
to include ``[c]ancellation of eligibility,'' ``[r]emoval,'' 
``[c]ancellation of reinstatement eligibility,'' and ``[d]ebarment.'' 5 
CFR 731.203. In 2015, Congress amended 5 U.S.C. 7512 to exclude ``a 
suitability action taken by [OPM] under regulations prescribed by 
[OPM], subject to the rules prescribed by the President under this 
title for the administration of the competitive service'' from the 
scope of actions subject to Chapter 75 procedures. 5 U.S.C. 7512(F); 
see also Public Law 114-92, Div. A, Title X, Sec.  1086(f)(9), Nov. 25, 
2015, 129 Stat. 1010. This legislation functionally overruled a Federal 
Circuit case (Archuleta v. Hopper, 786 F.3d 1340 (Fed. Cir. 2015)), 
which construed title 5 to subject suitability-based removals to 
Chapter 75 procedures.
    In Hopper, OPM argued that suitability-based removals derived from 
a separate statutory authority than Chapter 75 removals--that is, the 
presidential authority to regulate employee conduct implies authority 
to remove employees who violate those regulations, and the President 
had delegated that authority to OPM. Hopper, 786 F.3d at 1348-49. The 
Federal Circuit in Hopper rejected OPM's position. Id. But Congress, in 
adding 5 U.S.C. 7512(F), repudiated Hopper and excluded ``a suitability 
action taken by [OPM] under regulations prescribed by [OPM], subject to 
the rules prescribed by the President under this title for the 
administration of the competitive service'' from the scope of Chapter 
75. Congress thus expressly recognized the validity of suitability-
based removals from the Federal service and that this authority is 
separate and distinct from Chapter 75 removal authority.
    In addition to congressional action, presidential actions since 
Scott have further established OPM's authority to take suitability 
actions for post-appointment conduct against appointees and employees 
in competitive and career SES positions, although OPM has not done so. 
Notably, in Scott, a key element of the Board's rationale for deciding 
OPM could not take suitability actions for post-appointment conduct was 
that, while ``it may be that the President could, pursuant to 5 U.S.C. 
7301, issue an Executive Order authorizing OPM to make suitability 
determinations and take or direct suitability actions based on post-
admission or postappointment conduct . . ., the President has not 
issued such an order.''
    President Trump has now issued such an order, in the Presidential 
Memorandum Strengthening the Suitability and Fitness of the Federal 
Workforce, issued March 20, 2025 (``the Presidential Memorandum''). 90 
FR 13683 (Mar. 25, 2025). President Trump further directed that the OPM 
Director ``propose regulations, consistent with applicable law, 
amending Part 731 of title 5, Code of Federal Regulations, to account 
for the delegation'' and ``to implement appropriate rules and 
procedures regarding suitability determinations and suitability actions 
based on post-appointment conduct.''
    Despite the clear intent from both Congress and the President--
stretching over decades now--that agencies should not rely on Chapter 
75 procedures to address post-appointment conduct covered by the 
factors described in 5 CFR 731.202(b), today agencies still largely 
must rely on Chapter 75 procedures to remove employees who engage in 
serious misconduct. This means that, illogically, the Government has 
far greater ability to bar someone from Federal employment who has 
committed a serious crime or misconduct in the past than it does to 
remove someone who engages in the exact same behavior as a Federal 
employee. This arbitrary state of affairs limits the tools available to 
the Government to ensure the efficiency and integrity of the Federal 
service.
    OPM therefore is conforming its regulations to meet the 
requirements of the Presidential Memorandum and rectifying this 
irrational gap in the part 731 regulations. Specifically, the rule 
satisfies the President's direction in the Presidential Memorandum to 
``implement appropriate rules and procedures regarding suitability 
determinations and suitability actions based on post-appointment 
conduct.'' It also ensures that implementation of continuous vetting as 
required by E.O. 13467, as amended, as part of the Trusted Workforce 
2.0 initiative, is done in an efficient and effective manner. Under 
this rule, when continuous vetting uncovers information that results in 
a determination that an individual employed in the competitive service 
or career Senior Executive Service is no longer suitable for service, 
the situation can be remedied by the next logical step: a suitability 
action.
    This rulemaking also implements Sec. 3(d) of E.O. 14210 of February 
11, 2025, Implementing the President's ``Department of Government 
Efficiency'' Workforce Optimization Initiative, which specifies several 
additional suitability criteria. 90 FR 9669 (Feb. 11, 2025). E.O. 14210 
directed the OPM Director to initiate a rulemaking that would propose 
to include four additional suitability criteria: ``failure to comply 
with generally applicable legal obligations, including timely filing of 
tax returns''; ``failure to comply with any provision that would 
preclude regular Federal service, including citizenship requirements''; 
``refusal to certify compliance with any applicable nondisclosure 
obligations, consistent with 5 U.S.C. 2302(b)(13), and failure to 
adhere to those compliance obligations in the course of Federal 
employment''; and ``theft or misuse of Government resources and 
equipment, or negligent loss of material Government resources and 
equipment.'' OPM proposed these new factors in its Notice of Proposed 
Rulemaking ``Suitability and Fitness'' 90 FR 23467. The final 
disposition of these new factors is described in the following 
sections. OPM and agencies must still base suitability determinations 
on the presence or absence of one or more of the specific factors in 5 
CFR 731.202(b) while considering the additional considerations in Sec.  
731.202(c) to the extent they are deemed pertinent. The application of 
the additional considerations ensures suitability determinations are 
made case-by-case based upon the nature of the conduct, and the 
conduct's potential impact on the individual's ability to protect the 
integrity or promote the efficiency of the Federal service.

III. Digest of Public Comments

    In response to the proposed rule, OPM received 1,479 comments \1\ 
during the 45-day public comment period from multiple individuals, 
multiple labor organizations, and a professional organization 
representing employment law lawyers. At the conclusion of the public 
comment period, OPM reviewed and analyzed the comments. In general, the 
comments on the rule change were mixed, with some expressing support, 
others expressing opposition, and many comments that were outside the 
scope of the rulemaking. The comments are

[[Page 39364]]

summarized below, including suggestions for revisions that OPM 
considered and either adopted, adopted in part, or declined, along with 
OPM's supporting rationale.
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    \1\ Comments filed in response to this rulemaking are available 
at https://www.regulations.gov/docket/OPM-2025-0007.
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    The first section below addresses general or overarching comments. 
The sections that follow address comments related to specific aspects 
of OPM's proposed revisions. The discussion of these comments is 
grouped by topic.

III.A General and Out-of-Scope Comments

    OPM received many comments in response to its proposed rulemaking 
that were either extremely broad in nature or related to matters that 
were outside the scope of the proposed rule. A summary of these 
comments follows.
    Summarizing general comments first, some commenters offered support 
for the regulatory changes, expressing appreciation for expanded OPM 
oversight and intentions to unify and modernize Federal personnel 
vetting. Supporters were optimistic the changes will address fraud, 
waste, abuse, mismanagement, lack of accountability and enforcement, 
perceptions of immunity, and long disciplinary proceedings incurred at 
the expense of the taxpayer. Supporters believed conduct and ethical 
standards should be high and applicable to all Federal employees. 
Several agencies commented that the rulemaking will enhance their 
ability to manage risk and make on-going efforts to implement 
continuous vetting more effective. See, e.g., comments from U.S. 
Department of Homeland Security and Department of Education.
    General comments in opposition included basic expression of 
displeasure with the proposed rule without specifying any reasons why, 
and many others characterized the rule as an attack on the civil 
service without further explanation. Multiple commenters in opposition 
also expressed concern that OPM's proposed changes related to post-
appointment conduct suitability actions would alter how agencies handle 
employee performance concerns. Unless directly related to a specific 
factor used to evaluate an individual's suitability, conduct considered 
as the basis for a suitability determination does not generally include 
the inability to perform. Nothing in OPM's rule changes the authorities 
under which performance matters are handled.
    Included in comments in opposition to the rule were many comments 
that addressed topics that were outside the scope of the proposed rule. 
These out-of-scope comments touched on many different topics. OPM is 
not addressing comments on topics that are outside the scope of this 
rule. The topics commenters brought up that were outside the scope of 
this rule include the Notice of Proposed Rulemaking, Improving 
Performance, Accountability and Responsiveness in the Civil Service, 
the Merit Hiring Plan initiative, the sale and management of Federal 
public lands, the rehiring of park rangers, reductions in force, and 
activities of the Department of Government Efficiency.
    Some out-of-scope comments did address the proposed changes in the 
rule more directly; however, they digressed into topics not covered or 
impacted by the proposed changes. For example, a large number of 
comments claimed that the proposed rule would eliminate an individual's 
right to appeal a suitability action to the MSPB. OPM proposed no 
changes in this rule that would change appeal rights for suitability 
actions found in 5 CFR 731 subpart E. Other commenters recommended that 
OPM revise which types of positions (e.g., competitive service, 
excepted service, contractor) are subject to suitability determinations 
and actions, with some recommending adding types of positions to be 
subject to suitability and others recommending eliminating some types. 
OPM proposed no changes to, and has limited authority to change, the 
types of positions subject to suitability determinations and actions 
and these comments are therefore out-of-scope. Additional out-of-scope 
topics included requests to define terms or questioning the underlying 
need for pre-appointment suitability investigations. The definitions 
suggested were not relevant to this rulemaking, and OPM did not propose 
any changes to pre-appointment suitability investigations in this 
rulemaking.
    Several commenters objected to continuous vetting, incorrectly 
assuming that it was a new process OPM was proposing to add. Continuous 
vetting requirements already exist in 5 CFR part 731, and OPM proposed 
no changes to these requirements. As such, comments opposing continuous 
vetting are outside the scope of this rule.

III.B Topical Analysis

    In the following sections, we address the public comments related 
to the specific topics of the regulation to which each comment applied.
III.B.1 Suitability Factors
    Historically, 5 CFR part 731 identified the limited circumstances 
in which OPM could take a suitability action against an employee, which 
were based on a subset of the suitability factors considered in 
evaluating an applicant or appointee's character and conduct, and only 
when the conduct was connected to the individual's examination, 
application, or appointment. In the proposed rulemaking, OPM explained, 
``[b]ecause employees who engage in serious misconduct while in the 
Federal service should not remain in Federal service, OPM should not 
limit its ability to take action to a limited subset of factors.'' See 
90 FR 23467, page 23470. OPM received several comments claiming that 
OPM is broadly expanding the suitability factors that apply to 
employees from a mere subset of the factors in Sec.  731.202(b). 
Additionally, commenters suggested that OPM's proposal would allow OPM 
to arbitrarily decide which factors apply, and when. See Comment 
1055,\2\ as an example. OPM seeks to dispel this misconception.
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    \2\ Comments cited are available in the docket for this 
rulemaking and can be accessed at https://www.regulations.gov/comment/OPM-2025-0007-nnnn, where ``nnnn'' is the comment number. 
Note that the number must be four digits, so insert preceding zeroes 
as appropriate.
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    While OPM is amending the specific factors used when making 
suitability determinations and taking suitability actions, and 
incorporating criteria as directed in E.O. 14210, OPM disagrees with 
the contention that historically only a subset of factors were relevant 
to evaluating whether employees' character and conduct made them 
suitable for the Federal workforce, or that under these new regulations 
OPM is at liberty to decide if or when factors apply. OPM has long 
required agencies to assess information bearing on an individual's 
continued suitability, including information that falls outside the 
factors necessitating a referral to OPM. Historically, when employee 
conduct raised suitability concerns, agencies addressed the matter 
under other available authorities. The changes in this rule do not 
suggest that previously, certain suitability factors were irrelevant to 
evaluating employees; rather, the changes address the authority and 
process for resolving such issues when conduct justifies a suitability 
action.
    As an example, previously, if an employee engaged in criminal 
conduct, the agency was expected to assess the conduct and relevance to 
the individual's suitability for continued employment, but neither the 
agency nor OPM could take a suitability action based on the criminal 
conduct, absent related conduct that did warrant an OPM referral (e.g., 
material, intentional false statement, or deception or fraud, in 
examination or appointment). If the

[[Page 39365]]

agency determined actionable misconduct was present, it had to take an 
administrative action under its own authority such as 5 CFR 752. 
Essentially, OPM's ability to take a suitability action was limited to 
a subset of the factors, but the necessity for the agency to measure 
conduct against all factors and take appropriate punitive action was 
not. This rule broadens OPM's and agencies' authorities to take 
suitability actions against employees and appointees. However, conduct 
associated with all suitability factors is, and has always been, 
relevant, regardless of the authority available in different 
circumstances, to address the misconduct.
    As discussed in III.A., comments related to existing suitability 
factors to which OPM has proposed no changes are outside the scope of 
this rulemaking. Some comments raised concerns that the meaning of the 
newly proposed factors is too vague. To address these concerns, the 
following discussion will cover each proposed change to the factors.
    First, OPM proposed amending Sec.  731.202(b)(1) to add examples to 
the existing factor for misconduct or negligence in employment that may 
be committed by current or former employees. The proposed additions 
read:
    (i) Theft or misuse of Government resources and equipment, or 
negligent loss of material Government resources and equipment during 
employment with, or on behalf of, the Federal Government or a state, 
territorial, or local government;
    (ii) Refusal to certify compliance with any applicable non-
disclosure obligations consistent with 5 U.S.C. 2302(b)(13) and failure 
to adhere to those compliance obligations in the course of Federal 
employment; and
    (iii) Refusal to furnish testimony as required by Sec.  5.4 of this 
chapter.
    Numerous public responses questioned what type of conduct would be 
captured under these examples. See Comment 571 for an example. In 
general, this factor relates to conduct involving questionable 
judgment, unreliability, dishonesty, or unwillingness to follow rules 
or regulations in the context of employment. This factor does not 
include performance (or inability to perform) concerns, failure to 
complete training, or other qualification issues as long as such 
concerns are not related to misconduct or negligence.
    With regard to the first proposed example, Sec.  731.202(b)(1)(i), 
some commenters requested OPM provide additional definitions or 
criteria for words such as ``theft'', ``misuse'', ``negligent'', 
``material'', and others. See Comment 812 for an example. OPM does not 
agree that these words are vague or need further definition, as they 
are all commonly understood terms of which OPM is not proposing any 
novel uses. Commenters also requested that OPM set specific criteria or 
thresholds for each type of conduct covered by this example. Again, OPM 
does not agree that any thresholds need to be established, and notes 
that doing so would amount to an almost impossible task of identifying 
potentially endless possible scenarios. The suitability adjudication 
process involves an examination of the evidence and takes into 
consideration the unique circumstances for each individual case.
    For the second proposed example related to compliance with non-
disclosure obligations at Sec.  731.202(b)(1)(ii), commenters raised 
concerns requesting OPM better describe the conduct intended for 
consideration under this example and expressed concerns that the 
proposed language did not account for whistleblower protections. See 
Comment 969 for an example of concerns raised. Federal employees and 
contractors are subject to longstanding legal and ethical obligations 
to safeguard nonpublic information obtained through their official 
duties. These obligations arise under multiple authorities, including 
the Standards of Ethical Conduct for Employees of the Executive Branch 
(5 CFR part 2635), as well as statutes such as the Privacy Act of 1974. 
Together, these requirements reflect the expectation that those working 
for or on behalf of the Federal Government will handle official 
Government information responsibly and refrain from disclosing 
nonpublic information without authorization or through unauthorized 
channels and, when required as a condition of employment, will express 
their commitment to abiding by these obligations in writing. OPM notes 
that the proposed language did also account for whistleblower 
protections by including ``consistent with 5 U.S.C. 2302(b)(13)'' and 
that commenters expressing this concern seemingly overlooked this 
language, which requires a specific statement notifying employees of 
their rights, obligations, or liabilities relating to classified 
information, communications to Congress, whistleblowing to an Inspector 
General, or any other whistleblower protection. OPM has proposed a new 
form that agencies could elect to use to establish a non-disclosure 
agreement with individuals (91 FR 31478, May 27, 2026). OPM expects the 
form to help employees understand their responsibilities with respect 
to release of information obtained through their official duties and 
allows them to certify that they understand their obligations and agree 
to comply with them.
    For the third example of misconduct or negligence in employment 
proposed at Sec.  731.202(b)(1)(iii), OPM has determined not to pursue 
adding this proposed example to the regulation. As discussed 
previously, the third example related to Sec.  5.4 of this chapter was 
included in Sec.  731.202(b) before when OPM had authority to take 
suitability actions against employees based on pre-appointment conduct. 
OPM received many comments opposed to reintroducing this former 
standalone factor as an example of misconduct or negligence in 
employment. See Comment 1063 for an example. OPM disagrees with 
comments suggesting the language is vague or that inclusion would 
violate individuals' constitutional rights. Nevertheless, even though 
OPM now has authority to take suitability actions against appointees 
and employees for post-appointment conduct, the population most likely 
to engage in the conduct described in the proposed example, OPM has 
concluded that the alternative mechanisms for agencies to address such 
conduct that supported removal of this factor remain. OPM is removing 
this example from Sec.  731.202(b)(1) in the final rule.
    The next factor proposed by OPM at Sec.  731.202(b) was Sec.  
731.202(b)(5), which read, ``Knowing and willful failure to comply with 
generally applicable legal obligations, including timely filing of tax 
returns.'' Numerous comments criticized the language as vague, 
questioned the meaning of ``generally applicable legal obligations,'' 
and expressed concern that, as written, the factor did not consider 
nuances in tax compliance. See Comments 326 and 039 as examples. OPM 
also received several comments expressing concern that this factor may 
be difficult to apply consistently, emphasizing the definition of 
``knowing and willful'' is unclear. See Comments 1277 and 1401 as 
examples. OPM appreciates these comments and the opportunity to provide 
further clarity surrounding this factor, to include clarifying the 
distinction between the types of conduct that would be considered under 
this factor from conduct that would be considered under the existing 
criminal conduct factor. In response to the comments on this proposed 
factor, OPM is revising this factor to read, ``Failure to comply

[[Page 39366]]

with financial obligations or generally applicable civil legal 
obligations, such as timely filing of tax returns.'' This revised 
language more precisely reflects the intent of the original proposed 
factor.
    OPM has determined that including an intent requirement in the text 
of the factor is unnecessary and may create inconsistency and avoidable 
administrative complexity. Suitability and fitness adjudications 
already require a case-by-case assessment of the nature and seriousness 
of the conduct, the circumstances surrounding the conduct, and other 
pertinent considerations under Sec.  731.202(c). Accordingly, an 
adjudicator may consider whether the individual acted knowingly, 
willfully, inadvertently, reasonably, or with mitigating circumstances 
as part of the overall adjudicative analysis. Removing ``knowing and 
willful'' from the factor does not prevent consideration of intent; 
rather, it avoids making intent a threshold element that must be 
separately established before the factor may be considered.
    Prior to proposing this new factor, conduct related to financial 
responsibility or civil legal obligations was addressed under the 
existing factor for dishonest conduct. The expectation of fiscal 
responsibility and compliance with civil legal obligations, including 
tax compliance, is not new to suitability adjudications. This factor is 
focused on deliberate noncompliance with significant obligations, not 
on financial hardship itself. Adjudicators must distinguish deliberate 
disregard of an obligation from inadvertent error, inability to pay, or 
noncompliance resulting from circumstances beyond the individual's 
control. For example, serious medical issues, job loss, or other 
extenuating circumstances may cause financial distress without 
reflecting intentional irresponsibility. The suitability adjudication 
process accounts for this nuance, and underscores the relevance of 
materiality, by evaluating financial concerns in the context of the 
additional considerations found at Sec.  731.202(c), including the 
circumstances surrounding the conduct, its seriousness and recency, 
contributing societal conditions, and rehabilitation or efforts toward 
rehabilitation. OPM believes that creating a separate factor for this 
conduct will help adjudicators focus on whether the individual failed 
to comply with a material obligation, rather than treating financial 
difficulty as synonymous with dishonesty.
    Another area of concern on this proposed factor raised by multiple 
commenters was the inclusion of language related to timely filing of 
tax returns. Commenters noted that not all unfiled tax returns are 
associated with unpaid taxes. Comment 039. An individual could even be 
due a refund for a tax overpayment on an unfiled return. Commenters 
also voiced concern that with the addition of this factor, tax 
compliance issues that would typically result in modest IRS penalties 
could be used as the potential basis for removal and debarment from 
Federal employment, a much harsher penalty than that imposed by the 
IRS. See Comment 015. OPM acknowledges that there may be no penalty 
imposed by the IRS for an unfiled return when taxes are not owed; 
however, the absence of a penalty does not negate the civil obligation 
to timely file a tax return. Additionally, when an individual has 
unpaid taxes, as discussed previously, the conduct would be evaluated 
in the context of the additional considerations at Sec.  731.202(c). 
The assessment would include evaluating the circumstances surrounding 
the conduct, and efforts toward rehabilitation such as entering into 
repayment plans.
    Finally, many commenters expressed concern over the types of legal 
obligations that may be considered under this factor and that it could 
create overlaps with conduct considered under the criminal conduct 
factor. See Comment 474 for an example. OPM appreciates these comments 
and has revised the final language as noted above. The revisions 
clarify this factor is scoped to civil legal obligations and ensures 
there is a clear distinction between the type of conduct considered 
under this factor versus under the criminal conduct factor. A civil 
legal obligation is a duty imposed by law that requires a person or 
entity to do something (or refrain from doing something) in relation to 
another person or entity under civil law, as opposed to criminal law. 
In many scenarios, there is a nexus between financial duties and civil 
legal obligations. In addition to debts owed to the U.S. Government, 
other examples of where civil legal obligations may arise include, but 
are not limited to, contracts, torts, and statutes. Examples of such 
obligations may include: performing according to a business contract; 
making required payments under a loan and/or not defaulting on a loan; 
or court orders or judgments requiring payment of child support, 
alimony, or other repayment orders.
    The next factor with a proposed change is the existing factor 
related to alcohol use at Sec.  731.202(b)(7). OPM proposed no changes 
to the type of conduct considered under this factor or the description 
of the specific considerations to be applied when using it. OPM only 
proposed to remove the words ``applicant or appointee'' from the factor 
to clarify to agencies that it may be applied to all individuals 
regardless of employment status. OPM received many comments related to 
this factor; however, they did not address the specific nature of the 
proposed change and are therefore considered outside the scope of this 
rulemaking. See Comment 538 for an example. These comments did draw 
attention to the fact that in the proposed regulatory text for Sec.  
731.202(b)(7), the words ``applicant or appointee'' were only removed 
in the first instance while being erroneously retained at the end of 
the factor. OPM appreciates commenters drawing attention to this error 
and is revising the text for this factor to read as follows: Excessive 
alcohol use, without evidence of rehabilitation, of a nature and 
duration that suggests the individual would be prevented from 
performing the duties of the position in question, or would constitute 
a direct threat to the property or safety of the individual or others.
    The final proposed factor that received comment was the factor 
proposed at Sec.  731.202(b)(6) concerning failure to comply with any 
provision that would preclude Federal service. The original proposed 
language read, ``Failure to comply with any provision that would 
preclude Federal service, including citizenship or nationality 
requirements.'' In reviewing comments, OPM determined both this factor, 
and the existing factor, ``Any statutory or regulatory bar that 
prevents the lawful employment of the individual in the position in 
question,'' lead to the same conclusion--the individual is not suitable 
for employment due to conduct or conditions that disqualify him or her 
from lawful employment. Feedback from commenters also acknowledged this 
overlap. See Comment 528. If OPM kept both the existing and new factors 
separate, in most instances, an individual's failure to meet a 
provision of law would need to be considered under both factors, and 
articulating the differences between the two in an adjudication would 
have been overly complicated due to similarities. OPM has decided to 
combine these two factors into a single factor to clearly convey the 
intent, eliminate confusion, and sufficiently cover impediments to 
lawful employment. The combined factor reads: ``Any statutory or 
regulatory bar or any other provision of law, regulation, Executive 
order, or

[[Page 39367]]

other binding legal authority that prevents the lawful employment of 
the individual in the position in question, such as citizenship or 
nationality requirements.''
    Some commenters focused on the references to citizenship and 
nationality requirements, believing that persons lawfully admitted to 
the United States for permanent residence and seeking U.S. citizenship 
are eligible for Federal employment based on the definition of 
``protected individual'' in 8 U.S.C. 1324b(a)(3)(B). See Comment 029. 
This law explains the prohibition of discrimination based on national 
origin or citizenship status. While the definition of protected 
individuals in this law includes aliens who are lawfully admitted for 
permanent residence, certain aliens admitted for temporary residence, 
and certain refugees and asylees, 8 U.S.C. 1324b(a)(2)(C) includes an 
exception for discrimination because of citizenship status which is 
otherwise required in order to comply with law, regulation, or 
executive order, or required by Federal, State, or local government 
contract, or which the Attorney General determines to be essential for 
an employer to do business with an agency or department of the Federal, 
State, or local government. As explained in Executive Order 11935, an 
individual cannot be admitted to competitive examination or given an 
appointment in the competitive service unless he or she is a citizen or 
national of the United States. In exceptional circumstances, including 
temporary appointments, a foreign national may be appointed to 
positions in the competitive service when necessary to promote the 
efficiency of the service, as described in 5 CFR 316.601, unless the 
appointment is prohibited by statute. Some statutes governing agencies 
and positions, such as national security positions, mandate U.S. 
citizenship by law. As such, OPM believes the reference to citizenship 
and nationality requirements is appropriate and will retain the 
examples.
III.B.2 OPM's Proposal for Post-Appointment Conduct-Based Suitability 
Actions
    OPM proposed changes to Sec. Sec.  731.103, 731.105, 731.106, 
731.203, and 731.301 to exercise its authority to make final 
suitability determinations and take suitability actions under part 731 
in any case involving an employee in the competitive service or in a 
career appointment to a position in the Senior Executive Service. OPM 
proposed that it would retain sole jurisdiction to make these final 
suitability determinations and take suitability actions in any case 
involving an employee for post-appointment conduct. Although OPM 
proposed to retain sole jurisdiction to make final suitability 
determinations and take suitability actions in these cases, OPM 
proposed that it would only make such determinations and take such 
actions after an agency has identified post-appointment conduct that 
appears to warrant an unfavorable suitability determination and has 
referred the matter to OPM.
    Comments in response to OPM's proposed changes to implement post-
appointment conduct-based suitability determinations and actions were 
numerous and addressed many different sub-topics related to this 
proposal. These sub-topics are addressed in the discussion that 
follows.
III.B.2.a Lack of Authority
    Numerous comments claimed that OPM lacks authority to take 5 CFR 
part 731 suitability actions based on post-appointment conduct for 
employees in the competitive service or career Senior Executive 
Service, and that doing so would constitute an unlawful overreach of 
its statutory and delegated authorities. See Comment 1393 for an 
example of such comments. OPM disagrees with this assessment of its 
authorities. As noted above in section II, Authority and Background, 
Congress has directed the President to prescribe regulations for the 
conduct of employees in the executive branch and authorized him to 
delegate his authority over personnel management functions. 
Specifically, the President has delegated to OPM the authority to 
prescribe suitability standards and to conduct investigations of 
suitability for appointment and continuing employment.
    OPM's authority to require agencies to assess employees' post-
appointment conduct to determine their ongoing suitability to remain in 
their positions is not new and this rulemaking proposed no substantive 
changes to this long-standing requirement. See, e.g., 76 FR 69601 (Nov. 
9, 2011) and 89 FR 102675 (Dec. 18, 2024) (discussing 5 CFR 
731.106(d)). The proposed change primarily addresses how agencies 
should resolve situations when their assessment of an employee's post-
appointment conduct appears to warrant an unfavorable suitability 
determination. Although it is true that, since the MSPB's decision in 
Scott v. OPM, noted above, OPM has not taken suitability actions 
against employees for post-appointment conduct, this does not mean that 
OPM lacks authority to do so. Quite the contrary, OPM's proposal to 
make final suitability determinations and take suitability actions 
against employees based on post-appointment conduct aligns OPM's 
regulations and the suitability process with congressional and 
presidential intent to manage risk in the civil service.
    Many of the commenters questioning OPM's authority to make final 
suitability determinations and take suitability actions for post-
appointment conduct claimed that employee misconduct must be addressed 
under Chapter 75 procedures and that OPM has no authority to remove an 
employee for post-appointment misconduct under suitability. See Comment 
1373 for an example. OPM disagrees and finds this viewpoint to 
represent a misunderstanding of congressional intent related to 
suitability actions. As noted above, in 2015, Congress added 5 U.S.C. 
7512(F) to clarify that ``a suitability action taken by the Office 
under regulations prescribed by the Office, subject to the rules 
prescribed by the President under this title for the administration of 
the competitive service'' \3\ is not within the scope of Chapter 75. 
This clarifying addition was part of a larger package of reforms in the 
Fiscal Year 2015 National Defense Authorization Act (FY 2015 NDAA) 
designed to improve the speed and effectiveness of Government personnel 
security, suitability, and credentialing reviews. These reforms were 
heavily influenced by Congress' response to tragic, potentially 
avoidable events had the Government had more robust personnel vetting 
processes in place. Following the Washington Navy Yard shooting in 
September 2013, when a trusted insider tragically killed 12 individuals 
at a Government facility, Congress held hearings examining necessary 
improvements to vetting processes highlighted by this event and other 
high-profile leaks of information (e.g., the unauthorized disclosure 
and subsequent public release of classified U.S. Government information 
leaked by Edward Snowden to the media \4\), and crafted legislation to 
improve the Government's ability to protect against risk posed by 
trusted insiders. For example, the same section of the FY 2015 NDAA 
that excluded suitability actions from the scope of Chapter 75 also 
directed action to develop strategies and capabilities to enable real-
time, risk-managed personnel vetting decisions, increase access to 
criminal history information when determining

[[Page 39368]]

an individual's suitability or fitness for employment, and improve 
insider threat detection and prevention. In passing this amendment, 
Congress meant to improve the Government's ability to mitigate risk by 
clarifying that suitability actions were never intended to follow 
Chapter 75 procedures.
---------------------------------------------------------------------------

    \3\ National Defense Authorization Act (NDAA) for Fiscal Year 
2016, Public Law 11492, div. A, title X, Sec.  1086(f)(9), Nov. 25, 
2015, 129 Stat.1010.
    \4\ See https://www.congress.gov/event/113th-congress/house-event/LC1115/text.
---------------------------------------------------------------------------

    In addition to congressional interest and action to improve the 
Government's ability to mitigate risk posed by employees whose post-
appointment conduct renders them unsuitable, as noted above, the 
President has now delegated this authority to OPM. Through issuance of 
the Presidential Memorandum Strengthening the Suitability and Fitness 
of the Federal Workforce (90 FR 13683, Mar. 25, 2025), President Trump 
delegated authority to the OPM Director to make final suitability 
determinations and take suitability actions regarding employees in the 
executive branch based on post-appointment conduct.
    Some comments portrayed OPM's position that it could take 
suitability actions based on post-appointment conduct as new and 
potentially politically motivated. See Comment 160 for an example. 
While the President's delegation of this authority to OPM is recent, 
OPM's position that such actions are under its authority is not new. In 
fact, in Scott v. OPM, OPM's position was that its authorities included 
the authority to take a suitability action based on post-appointment 
conduct. OPM notes that it argued that position when OPM was under 
leadership of an Administration representing a different political 
party than the current Administration. OPM therefore disagrees with 
characterizations of this policy as new or politically motivated.
    Some commenters claimed that OPM lacks authority to take post-
appointment conduct suitability actions for persons in career 
appointments to the SES. OPM disagrees. Although section 7543 does not 
include language akin to section 7512(F), Congress adopted subsection 
(F) to reverse an incorrect judicial interpretation of section 7512 and 
specified that subsection (F) was a clarification of congressional 
intent. Public Law 114-92, div. A, title X, sec. 1086(f)(9) (129 Stat. 
1010) (identifying the amendment under the heading ``Clarification 
regarding adverse actions'').
    OPM does not interpret 5 U.S.C. 7543 to displace the President's 
and OPM's separate suitability authority when OPM acts under 
regulations prescribed under 5 U.S.C. 3301 and 7301 and the Civil 
Service Rules. Section 7543 governs actions covered by subchapter V of 
chapter 75. A suitability action under part 731 is taken under separate 
suitability authority, is subject to the procedures in this part, and 
is limited by the requirements of Sec.  731.202 and the procedural 
protections in subpart C. OPM recognizes the SES-specific statutory 
scheme and therefore retains sole jurisdiction over any such action 
involving a career SES employee.
III.B.2.b Sufficiency of Chapter 75 Procedures
    Generally, many commenters expressed a preference for current 
Chapter 75 procedures over OPM's proposal to make final suitability 
determinations and take suitability actions for employee post-
appointment conduct. One commenter recommended OPM add consideration of 
what are commonly referred to as the ``Douglas factors,'' referring to 
a set of factors prescribed by the Merit Systems Protection Board for 
determining the appropriateness of penalties under Chapter 75, to the 
suitability determination process. See Comment 1053. OPM disagrees with 
the recommendation. The suitability determination process already 
provides a similar approach to evaluating conduct using additional 
considerations at Sec.  731.202(c). The commenter's recommendation 
attempts to misapply a non-suitability process to suitability 
procedures and offers no explanation for how the additional 
considerations at Sec.  731.202(c), which are already part of the 
suitability process, would fail to provide protections similar to the 
``Douglas factors.''
    Many comments argued that OPM's proposal to make final suitability 
determinations and take suitability actions for employee post-
appointment conduct is unnecessary because current Chapter 75 
procedures provide an effective mechanism for agencies to address 
employee misconduct. See Comment 1373 for an example. OPM disagrees. 
First, OPM's proposed changes are necessary to bring suitability 
procedures in alignment with congressional intent and to carry out the 
President's directive in the March 20, 2025, Presidential Memorandum. 
Second, post-appointment conduct-based suitability actions provide a 
more effective tool for protecting the integrity and efficiency of the 
service from employee misconduct. A key distinction between Chapter 75 
procedures and suitability actions is that suitability actions allow 
OPM to impose a rehabilitative governmentwide debarment from any 
position in the competitive service or appointment to the career SES 
for a period of up to three years. The ability to impose such a 
debarment better protects the integrity and efficiency of the service 
by preventing an employee who has engaged in serious misconduct from 
immediately re-entering the competitive service or career SES at 
another agency, a feature not found in Chapter 75 actions.
    Another feature that makes OPM's proposal to take post-appointment 
conduct-based suitability actions more effective than Chapter 75 
procedures relates to proposed updates to Sec.  731.105(a)(1) that 
received comments. In Sec.  731.105(a)(1), OPM proposed amendments to 
clarify that its authority to complete a suitability action continues 
when an employee, as defined in Sec.  731.101, separates from 
employment. Several commenters stated that it appears inefficient to 
pursue a suitability action after an individual has withdrawn an 
application, an agency has withdrawn an offer of employment, or an 
appointee or employee has separated from employment. See Comment 487 
for an example. OPM notes in response that the authority to complete a 
suitability action in the case of an applicant, appointee, or employee 
is not a change from current authorities in Sec.  731.105(a)(1). OPM's 
proposed change simply clarifies that the distinction between an 
appointee or employee does not matter with respect to OPM's authority 
to complete an action after the individual has separated from 
employment. OPM disagrees, however, that it would be inefficient to 
complete a suitability action against an individual after he or she has 
separated. This is a key feature of suitability actions that make them 
more effective at managing risk than Chapter 75 actions. Under Chapter 
75, an employee facing an action because of serious misconduct can 
escape being held accountable for his or her conduct by resigning or 
transferring to a new agency. OPM's ability to complete a suitability 
action and impose a governmentwide debarment in these situations 
provides better protection for all of Government by holding employees 
accountable and preventing someone who engages in serious misconduct 
from being held accountable by simply resigning or transferring to a 
new agency. This same approach is used presently in suitability actions 
to ensure that an individual whose conduct makes him or her unsuitable 
for Federal employment cannot avoid accountability and attempt to 
bounce from agency to agency. Applying this same principle to post-
appointment conduct suitability actions fills this gap in the Chapter 
75 process.
    These considerations result in OPM concluding that the proposal to 
make

[[Page 39369]]

post-appointment conduct-based suitability determinations and take 
suitability actions is necessary because current Chapter 75 procedures 
fall short. If an individual has engaged in serious misconduct that 
would result in a determination he or she is unsuitable for employment, 
posing a risk to either the efficiency or integrity of the service, the 
Government's ability to pursue an action and the penalty it may impose 
should not be determined by when the misconduct took place--either pre-
appointment or post-appointment. Prior to this rulemaking, if the 
misconduct took place post-appointment, a trusted insider had more 
opportunity to avoid being held accountable for his or her conduct and 
even if held accountable, faced a lesser penalty than an individual who 
engaged in misconduct prior to Government service. Several agencies 
submitted comments directly on this point, indicating that Chapter 75 
procedures are overly complex and often result in agencies choosing not 
to act and allowing unsuitable individuals to remain employed. See, for 
example, comments from Department of Homeland Security and Department 
of Education. Governmentwide, the Merit Principles Survey reports that 
only 41 percent of supervisors are confident they could remove an 
employee who committed serious misconduct.\5\ This rulemaking addresses 
this gap. Suitability actions based on post-appointment conduct provide 
a better tool for holding Federal employees accountable for serious 
misconduct, ensuring Federal employees maintain high standards of 
integrity, conduct, and concern for the public interest.
---------------------------------------------------------------------------

    \5\ See Merit Sys. Prot. Bd., Remedying Unacceptable Employee 
Performance in the Federal Civil Service at 6 (June 18, 2019), 
https://www.mspb.gov/studies/researchbriefs/Remedying_Unacceptable_Employee_Performance_in_the_Federal_Civil_Service_1627610.pdf.
---------------------------------------------------------------------------

III.B.2.c Agency Input in Post-Appointment Conduct Actions
    OPM's proposal to retain sole jurisdiction for final suitability 
determinations and suitability actions for employee cases involving 
post-appointment conduct received several comments expressing concern 
that agencies would be better positioned to make these determinations 
and take any necessary suitability actions because they would be most 
familiar with the individual and his or her conduct, duties, and any 
unique circumstances. These commenters raised two primary concerns 
related to agency discretion: first, that OPM would act against another 
agency's employee without any input from the agency; and second, that 
the requirement to refer employee post-appointment conduct cases to OPM 
deprives agencies of their discretion to manage their personnel and 
resolve personnel matters under their own authorities. See Comments 067 
and 452 for examples.
    OPM recognizes that agencies are uniquely positioned to identify 
situations where an employee's conduct may warrant an unfavorable 
suitability determination and suitability action. This is why in Sec.  
731.105(b) and (d) OPM proposed a limit on its authority to take a 
post-appointment conduct suitability action against appointees or 
employees. OPM proposed that it would only make final suitability 
determinations and take suitability actions based on post-appointment 
conduct if the employing agency first made a proper and sufficient 
referral to OPM. The referral would include sufficient details of the 
facts of the conduct and circumstances, obtained via a background 
investigation or from internal agency records or information. This 
limitation on OPM's authority ensures that the employing agency retains 
autonomy and discretion in identifying those situations where an 
individual's conduct appears to warrant an unfavorable suitability 
determination. The agency will have the benefit of relying on its 
unique knowledge of the individual and the circumstances surrounding 
the conduct when evaluating it against the specific factors at Sec.  
731.202(b). This was the intent of the proposed language in Sec.  
731.103(b) that makes the employing agency responsible for assessing 
whether the employee's conduct would appear to warrant an unfavorable 
suitability determination.
    Next, OPM notes that any impression that the proposed updates to 5 
CFR part 731 would preclude an agency from discretionary authority to 
act on misconduct was a misunderstanding of the proposed rule. There is 
nothing in the proposed rulemaking that prohibits an agency from 
pursuing a disciplinary matter against an employee using Chapter 75 
procedures or any other authority available to it. Agencies may still 
resolve disciplinary matters under Chapter 75 procedures. OPM 
acknowledges that not all post-appointment misconduct would warrant an 
unfavorable suitability determination and that agencies may prefer to 
resolve misconduct matters using an alternative authority. Under the 
proposed rule, agencies retain this discretion to identify when the 
level of misconduct would appear to warrant an unfavorable suitability 
determination and refer those matters to OPM for potential action. To 
further clarify that agencies retain discretion to resolve employee 
misconduct under alternative authorities, OPM in this final rule has 
clarified in Sec. Sec.  731.103(b) and (g), 731.105(e), and 731.106(d) 
that agencies may make a referral to OPM when an employee's post-
appointment conduct appears to warrant an unfavorable suitability 
determination for OPM to review and potentially take a suitability 
action.
    When proposing in Sec.  731.103(g) that OPM would retain sole 
jurisdiction to make a final suitability determination and take an 
action under this part in any case involving an employee for post-
appointment conduct, OPM did not intend to prohibit agencies from 
acting on post-appointment conduct under another authority in 
situations where OPM decides not to pursue a suitability action after 
receiving an agency referral. OPM intended only to retain sole 
jurisdiction to take a suitability action in any case involving an 
employee for misconduct. OPM has clarified this intent by revising 
Sec.  731.103(g) to state simply that it retains sole jurisdiction to 
take a suitability action in any case involving an employee for 
misconduct. In the event OPM were to decide not to make an unfavorable 
determination and take a suitability action based on an agency 
referral, this would not preclude an agency from pursuing an action 
under another authority for the same conduct. An OPM decision not to 
make an unfavorable determination and take a suitability action does 
not imply OPM finds the individual suitable. It is only a decision by 
OPM based on its review of the information available not to exercise 
its jurisdiction to make a determination and take an action under this 
part.
    Most of the commenters who raised these concerns recommended that 
OPM instead delegate to agencies the authority to make final 
suitability determinations and take suitability actions in employee 
cases involving post-appointment conduct. See Comment 473 for an 
example. OPM notes that in the case of an appointee, in Sec.  
731.105(a), OPM proposed that both OPM or an agency acting under 
delegated authority could take a suitability action based on post-
appointment conduct, with the limitation noted above that OPM would 
only take such an action on an appointee if the employing agency first 
made a referral to OPM. OPM has determined to retain sole jurisdiction 
over suitability actions for employees based on post-appointment 
conduct to ensure governmentwide uniformity in the application of this 
now explicitly expressed delegated authority from the

[[Page 39370]]

President. As noted above, a suitability action includes the 
possibility of a debarment from positions at a specific agency or 
governmentwide, both representing significant consequences not included 
in Chapter 75 actions. Of note, Sec.  731.205(a) limits debarment by 
agencies to positions within that agency, whereas OPM can debar the 
individual from examination for, and appointment to, the competitive 
service and career appointment in the Senior Executive Service, i.e., 
governmentwide. See Sec.  731.204. As such, OPM has determined that in 
cases of post-appointment conduct suitability actions against employees 
it is most prudent to retain sole authority for this responsibility 
during the initial implementation. While it is true, as pointed out by 
some commenters, that the process of agencies reviewing cases and then 
referring them for a secondary review by OPM may introduce some 
duplication, OPM finds this preferable because it ensures uniformity 
and consistency in decisions. See Comment 1045. Additionally, agencies 
will not proceed through the suitability action procedures, and 
therefore the amount of duplicated effort should be minimal. After 
initial implementation of suitability actions based on post-appointment 
conduct OPM may revisit this decision later to assess whether agencies 
should be delegated authority to take such actions.
    Some commenters recommending that OPM delegate authority for post-
appointment conduct suitability actions to agencies raised concerns 
over whether OPM could manage the potential increased workload 
associated with agency referrals for these actions. See Comment 473. 
These commenters noted that under the current processes for pre-
appointment conduct suitability actions, OPM timelines on processing 
agency referrals can vary and sometimes appear protracted. While OPM 
acknowledges these concerns, OPM believes these commenters have 
overlooked a crucial distinguishing characteristic of the work required 
to process a pre-appointment conduct action versus a post-appointment 
conduct action. For pre-appointment conduct referrals made by agencies 
to OPM, OPM must almost always further investigate the matter to obtain 
evidence substantiating the conduct. This involves obtaining evidence 
from sources outside of the Federal Government and adds days of 
processing time waiting for external sources to reply with information. 
In contemplating the nature of conduct most likely to result in a post-
appointment conduct suitability referral from an agency, OPM believes 
that the evidence substantiating the conduct will already be available 
at the employing agency, thus greatly reducing any need for OPM to 
obtain additional evidence. OPM will require agency referrals to 
contain fully developed evidence relating to the post-appointment 
conduct. By mostly eliminating the need for OPM to conduct additional 
investigation upon receipt of the referral, OPM believes that the total 
labor hours and calendar days needed to process these actions will be 
shorter than those for pre-appointment conduct suitability actions.
    Finally, one commenter raised a concern that agencies may face 
confusion on how to proceed when an individual newly appointed to a 
competitive service or career Senior Executive Service position and 
subject to investigation has already converted to an employee in 
another competitive service or career Senior Executive Service 
appointment. Comment 574. The commenter provided the example of an 
individual who is promoted from a non-supervisory competitive service 
position to a supervisory competitive service position and serves a new 
period of probation as a supervisor. It is OPM's intent that only OPM 
have authority to take a suitability action in the case of an 
individual who meets, or has met, the definition of an employee under 5 
CFR 731.101. OPM has clarified Sec.  731.103(a) to state that in a case 
involving an appointee where the individual has converted to an 
employee in a prior competitive service or career Senior Executive 
Service appointment, agency heads will consider the individual to be an 
employee and may make a proper and sufficient referral to OPM if the 
employee's conduct appears to warrant an unfavorable suitability 
determination.
III.B.2.d Political Patronage
    Many commenters expressed concern that OPM's proposal to make final 
suitability determinations and take suitability actions based on post-
appointment conduct would introduce political patronage and undermine 
the civil service merit system, recreating a ``spoils'' system, in 
violation of the Pendleton Act of 1883 and the Civil Service Reform Act 
of 1978 (CSRA). See Comment 104 for an example. In addition, many 
commenters suggested the rule would conflict with the Hatch Act by 
encouraging partisan political activities of Federal employees. See 
Comment 218 for an example.
    This rulemaking will not undermine merit-based hiring practices, 
nor will it undermine the prohibition of civil service employees from 
using their positions for political purposes. The significant number of 
responses reflecting these concerns warrants emphasis that suitability 
determinations and actions are not subject to, nor do they have any 
bearing on, partisan political activities or coercion. Further, 
contrary to one commenter's concern that individuals seeking to work or 
working in the Federal civil service would be required to disclose 
their voting history and any political party preferences, this is 
simply not true. Comment 1189. Applicants, appointees, and employees 
are not asked about their voting patterns or political preferences 
during any personnel vetting process, except for the unique 
circumstance of voting in a foreign election when under consideration 
for eligibility for a national security sensitive position or 
eligibility for access to classified information. Nothing in OPM's 
rulemaking changes this. Any consideration of partisan political 
preferences in suitability procedures remains unlawful under the Merit 
Systems Principles codified at 5 U.S.C. 2301, and this rule does not 
alter those protections in any manner. In fact, it strengthens the 
application of Merit Systems Principles by providing a mechanism to 
ensure that ``[a]ll employees'' will ``maintain high standards of 
integrity, conduct, and concern for the public interest.'' 5 U.S.C. 
2301(b)(4).
    To further clarify this point, OPM has inserted a new Sec.  
731.102(c) stating expressly that suitability determinations and 
actions must be applied consistent with the Merit Systems Principles 
set forth in 5 U.S.C. 2301 and the prohibition against unlawful 
employment practices set forth in 5 U.S.C. 2302(b). This new provision 
underscores that determining an individual's suitability for Federal 
service is based on whether an individual's identifiable character and 
conduct may have an adverse impact on the integrity or efficiency of 
the service--not partisan political considerations. In making this 
assessment, OPM or an agency must base its suitability determination on 
the presence or absence of one or more of the specific factors in Sec.  
731.202(b)--again, not based on politics.
    In this context, OPM considers its proposal to retain sole 
jurisdiction over suitability actions for employees based on post-
appointment conduct to provide additional protections for employees (in 
addition to the express protections that OPM is reinforcing via the new 
Sec.  731.102(c)). As noted above, the

[[Page 39371]]

employee's agency must first identify misconduct that appears to 
warrant an unfavorable determination and then it may refer the matter 
to OPM. If referred to OPM, staff at OPM will review the evidence, 
assess the misconduct against the specific factors at Sec.  731.202(b), 
and make a final determination. This referral process creates a degree 
of separation between the employing agency and the final authority to 
take a suitability action, allowing for an objective review of the 
evidence presented by the employing agency and eliminating the concerns 
raised by commenters related to politicization of the suitability 
process. Finally, this rulemaking supports the spirit of the CSRA by 
improving Government operations and productivity through removal of 
individuals who no longer support the integrity and efficiency of the 
service.
    OPM notes that the proposed language in Sec.  731.103(a) did state 
that the head of an agency would make post-appointment conduct 
referrals to OPM, and this language may have contributed to commenters 
who read the proposed rule believing the suitability determinations 
would be predominantly made by political appointees. OPM recognizes 
that within an appointee's or employee's agency it is unlikely the head 
of an agency will be directly involved in making a referral to OPM, as 
this function is typically carried out by staff delegated this duty 
within the agency. As such, to add clarity to this point, OPM will add 
language to Sec. Sec.  731.103(b) and 731.105(b) and (d) making it 
clear that the referral from the agency may be made by the agency head 
or one or more people the agency head designates.
    Some commenters reacted to the requirement for agencies to send 
referrals to OPM as a new process that appears vague. See Comment 156. 
OPM notes that the requirement for agencies to refer suitability cases 
to OPM has existed for decades and is not new. OPM provides clear 
instructions to agencies on submitting referrals in supplemental 
guidance issued under Sec.  731.102(b). OPM makes this guidance 
available to the public on its website.
III.B.2.e Due Process Concerns
    A large number of commenters opposed OPM's proposal to introduce 
post-appointment conduct-based suitability actions to the suitability 
and fitness regulations because of concerns that allowing such actions 
would strip employees of due process rights. The concerns surrounding 
the topic of due process varied. Some commenters claimed that employees 
would have no due process rights under the proposed rule. Others 
misunderstood proposed changes at 5 CFR 731.304(b) and 731.404(b). 
Finally, some opposed the proposal for post-appointment conduct 
suitability actions because they believe suitability action procedures 
do not provide sufficient due process when compared to the due process 
afforded to individuals for Chapter 75 actions. For examples, see 
Comments 038, 025, and 017, respectively.
    OPM disagrees with commenters who claimed that individuals subject 
to a post-appointment conduct suitability action would have no due 
process under OPM's proposed rule. For this claim to be true it would 
require 5 CFR part 731 to provide no procedures to protect for fairness 
and impartiality prior to the Government taking a suitability action. 
This is simply false. The suitability regulations provide several 
procedural safeguards. The first procedural protection is the 
limitation placed on OPM and agencies regarding the type of conduct 
that can be considered when determining an individual's suitability. 
Section 731.202(a) requires that OPM or an agency must base its 
suitability determination on the presence or absence of one or more of 
the specific factors in Sec.  731.202(b). In the event OPM or an agency 
makes an unfavorable determination, subparts C and D of 5 CFR part 731 
provide the following procedural protections:
     Notification in writing of the proposed action, including 
the specific reasons for the proposed action;
     The right to review the materials OPM or the agency relied 
upon to reach the unfavorable determination;
     The right to respond to the proposed action in writing;
     The right to representation; and,
     Notification in writing of the decision regarding the 
final suitability action.
    When OPM or an agency takes a suitability action at the end of this 
process, individuals subject to a suitability action also have the 
right to appeal the action as described in 5 CFR part 731, subpart E. 
OPM notes that it proposed no changes to the right to appeal a 
suitability action contained in subpart E in this rulemaking. Many of 
the commenters who claimed there was no due process for suitability 
actions under the proposed rulemaking also claimed there was no right 
to appeal a suitability action. This claim is also wholly false.
    Many commenters voicing concern about due process focused on 
language contained in the proposed paragraphs at 5 CFR 731.304(b) and 
731.404(b) that states the employing agency of an appointee or employee 
subject to a suitability action requiring removal must remove the 
individual from its rolls within 5 workdays from the final decision. 
See Comment 579 as an example. These commenters appear to have read 
this language out of context and to have misunderstood OPM's proposed 
changes to these sections. The requirement to remove an appointee or 
employee subject to a suitability action within 5 workdays from the 
final decision was not a proposed change from the existing requirements 
in Sec. Sec.  731.304 and 731.404. Commenters claimed that under OPM's 
proposed rule an agency could discover an appointee or employee's 
misconduct and the individual could be subject to a suitability action 
and removed 5 workdays later with no due process. These commenters 
appear to have failed to understand that the requirement for removal 
from the rolls after the final decision included in Sec. Sec.  731.304 
and 731.404 comes after the suitability actions procedures contained in 
Sec. Sec.  731.301-303 or 731.401-403, namely, the procedures described 
in the preceding paragraph.
    One commenter did note that existing language at 5 CFR 731.304 and 
731.404 at the time of the proposed changes included a requirement that 
when notifying an individual in writing of a final decision, the 
notification must include informing the individual of the right to 
appeal an unfavorable decision in accordance with subpart E of this 
part. See Comment 937. The commenter noticed that the requirement to 
notify individuals of the right to appeal was absent from the proposed 
Sec. Sec.  731.304(a) and (b) and 731.404(a) and (b) and recommended it 
be restored. OPM agrees that a requirement to include notification of 
the right to appeal should be included in the suitability action 
procedures. The omission was inadvertent, and OPM has included it in 
the final rule at Sec. Sec.  731.304(b) and 731.404(b).
    The proposed changes at Sec. Sec.  731.304 and 731.404 instead were 
intended to clarify decision-making authority for suitability actions 
and to require independence in decision-making. Specifically, in Sec.  
731.304 OPM proposed to clarify that the OPM Director, or designee, 
will make the final decision regarding a suitability action. When the 
OPM Director delegates such decision-making, the OPM employee 
authorized to make the decision would be required to be appropriately 
independent from the employee who made the suitability determination 
and proposed the action. For example, the employee adjudicating the 
suitability determination (i.e.,

[[Page 39372]]

proposing a suitability action) may not participate in discussions with 
or advise the OPM official authorized to make the final suitability 
decision. OPM also proposed to prohibit ex parte communication with the 
OPM official authorized to make the final decision, applying procedural 
protections akin to those provided by 5 U.S.C. 554(d). Although 5 
U.S.C. 554 and 557 do not apply to suitability actions, OPM believes 
that the type of legal protections provided by those procedures are 
appropriate for suitability actions, given the potential significant 
consequences. In Sec.  731.404 OPM proposed to amend the process by 
which a final decision on a suitability action is made by an agency, in 
cases where agencies are permitted to take suitability actions. OPM 
proposed that the agency head, or designee, will make the final 
decision regarding a suitability action. OPM proposed the same 
requirements for independence in decision-making and prohibiting ex 
parte communication.
    Some commenters raised concerns about the regulation placing final 
decision authority in the OPM Director or an agency head and instead 
recommended that OPM revise the regulations to require decisions be 
made by lower-level career civil servants. OPM views this decision 
process as necessary to ensure that the OPM Director or agency head can 
supervise adjudicators sufficiently to avoid the constitutional 
concerns that vesting subordinate officials with final executive 
authority would engender. Article II of the Constitution vests the 
executive power in the President, who must rely upon subordinates to 
exercise his authority. The Supreme Court has held that only principal 
officers who are appointed by the President with Senate consent can 
make unreviewable decisions for the executive branch. See United States 
v. Arthrex, Inc., 594 U.S. 1 (2021). Adjudicators assigned to make 
suitability determinations under this rule exert significant authority 
and thus, under Arthrex, must be properly supervised by a principal 
officer (such as the OPM Director). For that reason, OPM is not 
adopting the recommendation made by some commenters that the 
regulations be amended to require suitability determinations be made 
only by career Federal staff. See Comment 009. Finally, one commenter 
recommended that OPM require deciding officials be individuals who have 
no intention of leaving Federal service within one year of making the 
final decision. Comment 528. OPM also is not accepting this 
recommendation as it would be impractical to implement: there is no 
existing mechanism by which the agencies could reliably predict when an 
employee may decide to leave Federal service.
    OPM did receive one comment related to the requirement to remove an 
appointee or employee within 5 workdays from the final decision when 
the suitability action includes removal under a post-appointment 
conduct suitability action. The commenter highlighted that in the 
context of post-appointment conduct suitability actions, there is a 
much higher likelihood that an appointee or employee subject to a 
suitability action may be working for the Government outside of the 
United States or a United States territory. Comment 030. The commenter 
noted that it may be impractical in these instances for an employing 
agency to remove an individual from its rolls within 5 workdays due to 
the potential need for additional planning to transition the individual 
out of the workforce. Although OPM appreciates this comment, OPM does 
not believe any change to the requirement is required. In these 
situations, the agency will have ample advance notice of a potential 
unfavorable suitability determination and action to allow for planning 
for the individual's removal and transition out of the workforce. 
Notably, in cases involving post-appointment conduct, it will be the 
agency that first identifies the conduct that may warrant an 
unfavorable determination and then refers the matter to OPM and the 
agency also receives notice in the event OPM proposes to take a 
suitability action. While OPM agrees that any post-appointment conduct 
suitability action on an appointee or employee working outside of the 
U.S. or a U.S. territory will require careful planning by the employing 
agency, OPM does not believe the need for such planning should delay 
the Government's ability to protect the integrity and efficiency of the 
service by removing the individual promptly.
    As noted, the final concern commenters raised related to OPM's 
proposal to include post-appointment conduct suitability actions in the 
regulation is that employees subject to a post-appointment conduct 
suitability action would receive diminished due process compared to 
what individuals receive under Chapter 75. While OPM acknowledges that 
there are differences in procedures between adverse action procedures 
under Chapter 75 and suitability actions procedures, to include 
differences in the scope of reviews, OPM disagrees that its proposal to 
allow for suitability actions based on post-appointment conduct would 
diminish the individuals' due process rights. Due process is simply the 
right to the process, or procedures, due to the individual based on the 
action taken. OPM has not proposed any changes that would diminish the 
process an individual receives under the suitability action procedures. 
The only proposed changes to the suitability actions procedures are the 
additional requirements for independence in decision-making and the 
prohibition against ex parte communications noted above. Individuals, 
whether applicants, appointees, or employees, will receive the same due 
process they receive today for suitability actions based on pre-
appointment conduct, to include appeal rights contained in 5 CFR part 
731, subpart E. It is true that some suitability actions for post-
appointment misconduct may be actions that would have previously been 
processed under Chapter 75. In these instances, the process an 
individual receives may be different than what the individual would 
have received under Chapter 75. The individual will still, though, 
receive the process that is due under 5 CFR part 731. Prior to this 
rulemaking, OPM is unaware of any substantial claims that individuals 
were not afforded sufficient due process in suitability actions when 
taking such actions under 5 CFR part 731 against applicants, 
appointees, or employees based on pre-appointment conduct, even when 
such actions required removal. OPM disagrees that individuals subject 
to a suitability action based on post-appointment conduct suffer 
diminished due process, because they will experience the same process 
that has been due for suitability actions previously with no 
substantial change. To strengthen due process protections, in the Final 
Rule, OPM is expanding the restrictions on ex parte communications in 
Sec.  731.304(a) and Sec.  731.404(a) to ensure that the official 
authorized to make the final decision may not consult with, receive 
advice from, or communicate with the employee who proposed the 
suitability action concerning the merits of the proposed action, except 
on notice to the respondent and as part of the record.
III.B.3 Reporting to Governmentwide Systems
    OPM proposed amendments to this regulation clarifying that 
suitability determinations and actions taken based on an internal 
agency investigation fall under the scope of determinations and actions 
already required to be reported into the Central Verification System or 
its successor as part of continuous

[[Page 39373]]

vetting. Several commenters raised concerns that incorrectly 
interpreted the amendments to expand suitability reporting requirements 
and potentially raise new privacy concerns. See Comment 017 as an 
example. This is a misreading and misunderstanding of existing 
requirements. Commenters suggested the rule fails to specify adequate 
safeguards concerning data accuracy, security, necessity, and 
permissible use, and recommend stringent compliance standards to avoid 
liability. These matters are outside the scope of 5 CFR part 731 and 
are instead addressed, as required by the Privacy Act of 1974, in the 
System of Records Notice (SORN) covering these records. The Central 
Verification System or any successor system is operated by the 
Department of War (DoW) and is covered by the DoW's Personnel Vetting 
Records System. The SORN for this system may be found at 83 FR 52420.
    OPM received one request seeking a method for agencies to report 
suitability actions on uninvestigated applicants in the Central 
Verification System, or its successor. See Comment 004. OPM proposed no 
changes to reporting suitability actions on uninvestigated applicants 
but may consider this concern as part of future personnel vetting 
reform efforts.
III.B.4 Continuous Vetting
    OPM received many comments that incorrectly believed that OPM's 
proposed rule was establishing a new requirement for continuous 
vetting. The requirement for individuals covered by the 5 CFR part 731 
to be subjected to continuous vetting existed within the rule prior to 
OPM's proposed rule and OPM proposed no changes to this requirement. As 
such, these comments are considered outside the scope of this 
rulemaking. OPM did propose clarifying language at Sec.  731.106(d)(1) 
to identify where requirements for handling internal agency information 
in the context of continuous vetting may be found. One commenter 
expressed concerns with the reference to ``internal agency sources'' 
and asked for clarification on what kind of internal agency information 
would be deemed credible. See Comment 960. The commenter worried that 
hearsay or gossip might be considered as evidence for a suitability 
determination and action. A suitability action must be supported by 
preponderant evidence, that is, the degree of relevant evidence that a 
reasonable person, considering the record as a whole, would accept as 
sufficient to find that a contested fact is more likely true than 
untrue. OPM proposed no changes that would alter the way evidence is 
evaluated in the suitability adjudication process. The language 
identified by the commenter serves only to point agencies to 
requirements for handling internal agency information in continuous 
vetting.
    One commenter raised questions of the need for post-appointment 
conduct suitability actions to help implement the Trusted Workforce 2.0 
initiative and continuous vetting. See Comment 1065. The commenter 
referenced a Government Accountability Office (GAO) May 9, 2025, report 
(https://www.gao.gov/assets/gao-25-107325.pdf) of a qualitative survey 
it conducted with some agencies on their perceptions of improved risk 
management delivered by the initiative at the time of the report. The 
commenter focused on the report's finding that, while most agencies 
reported some improvement in risk management, the improvement was not 
yet substantial. The commenter questioned whether a need for post-
appointment conduct suitability actions truly exists if the reform 
initiative has not yet had a significant governmentwide impact on risk 
management. OPM disagrees with the commenter's conclusions. OPM 
acknowledges that the Trusted Workforce 2.0 initiative launched in 
2018; however, the reliance on that date by the commenter fails to 
acknowledge that the initial stages of reform focused on eliminating a 
backlog of investigations, securing vulnerable IT systems, and 
establishing a new vetting policy framework. At this time, enrollment 
of the Federal workforce into continuous vetting is still underway for 
individuals occupying positions that are non-sensitive, meaning not 
involving national security duties. The true benefit of post-
appointment conduct suitability actions will be realized as continuous 
vetting identifies concerning post-appointment conduct. Establishing 
post-appointment conduct suitability actions now positions the 
Government to fully protect the integrity and efficiency of the service 
through suitability actions once continuous vetting is fully 
implemented.
III.B.5 References to Probationer Authorities
    OPM received comments related to its proposal to remove references 
to 5 CFR part 315 throughout the rule. One of the comments on this 
topic failed to properly understand the references to part 315, 
believing they applied to reductions in force, which is found in part 
351. See Comment 1402. Another comment described OPM's proposal to 
remove the reference as premature before E.O. 14284 has been fully 
implemented. See Comment 415. OPM has completed the rulemaking required 
by E.O. 14284. (90 FR 26727, June 24, 2025). Commenters appear to have 
misunderstood the prior inclusion of the reference in the context of 
the rule. See, e.g., Comment 474. The rule previously only referenced 5 
CFR part 315 as an example of non-suitability authorities an agency may 
use to take an action. The inclusion or exclusion of the reference in 
the rule has no impact on authorities related to probationary status 
for Federal employment nor does it impact the types of positions 
subject to suitability. As such, OPM finds it prudent to remove the 
reference to 5 CFR part 315 as an example of an authority under which 
an agency may take an action pursuant to E.O. 14284.
III.B.6 Training Standards
    OPM received comments on its proposal at Sec.  731.202(d) to 
require persons responsible for suitability screening, review, or 
making suitability determinations under this part to be trained in 
accordance with national training standards for suitability 
adjudicators issued in supplemental issuances, as described in Sec.  
731.102(b). The comments collectively questioned when the training 
standards would be developed, how agencies would obtain training for 
staff, the timeline for requiring compliance with new training 
standards, and costs associated. See Comment 1053 for an example. 
National training standards for suitability adjudicators and the 
requirement for persons performing suitability adjudication-related 
duties to be trained in accordance with these standards have existed 
since August 2012 when first established by supplemental issuance in 
accordance with Sec.  731.102(b). OPM provides governmentwide training 
that complies with these standards to agency staff under existing 
interagency agreements covered by existing budgets. OPM is adding this 
requirement in the final rule to move the requirement from supplemental 
issuance to regulation, formalizing the existing requirement. OPM has 
not adjusted the cost impact as the establishment of this previously 
existing requirement in the rule will not impact costs at agencies.
III.B.7 Length of Comment Period/Extension Request
    OPM received several comments that the comment period afforded for 
comment on the proposed rule violated the Administrative Procedure Act 
(APA). See Comment 028 for an example. They argued that the comment 
period following the proposed rule,

[[Page 39374]]

which extended to July 18, 2025, was unlawfully short, in violation of 
the APA. The commenters based this argument on multiple sources--first, 
the APA's mandate that an ``opportunity to participate'' on proposed 
rules be provided following a notice of proposed rulemaking; second, 
E.O.s 12866 and 13563, which specify that comment periods should 
``generally'' be at least 60 days; and, third, the Supreme Court's 
holding in Perez v. Mortgage Bankers Association, 575 U.S. 92 (2015), 
and related caselaw, which generally stipulate that the same procedures 
be used to amend a rule as were used to enact that rule.
    Respectfully, OPM rejects the argument that the comment period was 
inadequate as a matter of law or policy. As multiple appellate courts 
have held, a 30-day comment period is generally the minimum needed to 
comply with the APA.\6\ In Chamber of Commerce of United States v. U.S. 
Securities and Exchange Commission, the Fifth Circuit upheld a 45-day 
comment period against the charge that it was legally insufficient.\7\ 
It simply is not the case that the APA requires longer than 45 days for 
the public to provide comment.
---------------------------------------------------------------------------

    \6\ See Chamber of Com. of the U.S. v. U.S. Sec. & Exch. Comm'n, 
85 F.4th 760, 779 (5th Cir. 2023) (``. . . the APA generally 
requires only a minimum thirty-day comment period.''); see also 
Riverbend Farms, Inc. v. Madigan, 958 F.2d 1479, 1484 (9th Cir. 
1992) (``Although the APA mandates no minimum comment period, some 
window of time, usually thirty days or more, is . . . allowed for 
interested parties to comment.''); Nat'l Lifeline Ass'n v. Fed. 
Commc'ns Comm'n, 921 F.3d 1102, 1117 (D.C. Cir. 2019) (``When 
substantial rule changes are proposed, a 30-day comment period is 
generally the shortest time period sufficient for interested persons 
to meaningfully review a proposed rule and provide informed 
comment.'').
    \7\ 85 F.4th at 779-80.
---------------------------------------------------------------------------

    The commenters' reliance on E.O.s 12866 and 13563 is similarly 
misplaced. E.O.s 12866 and 13563 only specify that comment periods 
should ``generally'' be at least 60 days. The policy rationale is that 
stakeholders should have adequate opportunity to meaningfully 
participate in the notice-and-comment process. Concerning the present 
rulemaking, OPM received over one thousand four hundred distinct 
comments, offering nuanced perspectives on virtually every aspect of 
the proposed rule. Factually, it cannot be said that the comment period 
was insufficient to allow for meaningful feedback on the proposed rule 
given the voluminous feedback that OPM did receive.\8\ In its proposed 
rule, OPM decided that a 30-day comment period would be adequate. 
However, at the request of commenters, OPM extended the comment period 
for an additional fifteen days. (90 FR 29512, July 3, 2025).
---------------------------------------------------------------------------

    \8\ OPM additionally notes that the present rulemaking largely 
implements an authority that was contemplated by the Merit Systems 
Protection Board in Scott v. OPM in 2011 (116 M.S.P.R. 356 (2011). 
The Presidential Memorandum Strengthening the Suitability and 
Fitness of the Federal Workforce delegating authority to OPM for 
post-appointment conduct suitability actions was also issued in 
March 2025, several months before OPM's proposed rule. Thus, the 
relevant concepts are not new. Consequently, OPM does not believe 
extending the comment period by 14 additional days would have 
meaningfully enhanced the public's ability to comment on the 
proposed rule.
---------------------------------------------------------------------------

    Accordingly, the 45-day comment period provided by OPM, which 
included a 15-day extension from the usual APA-required minimum at 
commenters' request, provided a reasonable opportunity for public 
comment.
    Further, nothing in Perez stands for the proposition that the 
length of comment periods to initially promulgate and then amend a 
regulation must be identical. OPM promulgated 5 CFR part 731 through 
notice and comment rulemaking and is amending it through the same 
procedures. This comports fully with Perez.
III.B.8 Hiring and/or Retention
    Many commenters expressed concerns that OPM's proposal to make 
final suitability determinations and take suitability actions based on 
post-appointment conduct and to modify several of the specific factors 
at Sec.  731.202(b) would dissuade qualified individuals from 
attempting to join the Federal workforce and prompt attrition among 
experienced staff. The commenters provided several different reasons 
they believe the proposed changes will negatively impact hiring and 
retention. See Comments 042, 060, and 1054 for examples.
    OPM disagrees that its rule will negatively impact retention or 
morale. Many of these negative comments appear to be based on an 
incorrect understanding of OPM's proposal. Commenters cited the 
elimination of appeal rights and a five-day removal period with no 
opportunity to respond as negatively impacting employee morale. As 
discussed in section III.B.2.e, Due Process Concerns, these reasons 
reflect a fundamental misunderstanding of OPM's proposals and thus this 
final rule. Some commenters also imply that a very large number of 
employees will be removed under this rule. OPM notes that, while it 
estimates a portion of actions taken under Chapter 75 will be taken as 
suitability actions in the future, OPM did not estimate a significant 
increase in the number of individuals that would be removed whether 
under Chapter 75 or suitability actions. A proper understanding of 
revisions to this regulation should not deter qualified applicants from 
seeking Federal employment or discourage Federal employees from 
maintaining their positions. In fact, OPM expects the shift in post-
appointment suitability actions to improve the integrity of, and public 
confidence in, the Federal workforce. OPM also notes that the failure 
to address unsuitable conduct by agency employees can create a toxic 
work environment that itself harms recruitment and retention. The audit 
of the Federal Deposit Insurance Corporation, which revealed 
longstanding and gross abuses of authority by senior leaders which were 
rarely addressed, is a recent example of this phenomenon.\9\ The audit 
noted employees would quit or move within the agency rather than endure 
abusive behavior.\10\ OPM believes that post-appointment suitability 
actions will improve the integrity of the Federal workforce and thereby 
make agency employment more attractive to prospective employees.
---------------------------------------------------------------------------

    \9\ Joon H. Kim, Jennifer K. Park, and Abena Mainoo, ``Report 
for the Special Review Committee of the Board of Directors of the 
Federal Deposit Insurance Corporation,'' April 2024, https://www.fdic.gov/sites/default/files/2024-05/cleary-report-to-fdic-src.pdf.
    \10\ See, e.g., id. at 69.
---------------------------------------------------------------------------

    OPM acknowledges commenters' concerns that some applicants may 
perceive post-appointment suitability actions as increasing the risks 
associated with Federal employment. However, OPM notes that this 
rulemaking is being implemented alongside broader governmentwide 
efforts to strengthen merit-based recruitment and hiring, including 
implementation of OPM's Merit Hiring Plan.\11\ These initiatives are 
designed to attract highly qualified candidates and improve the 
applicant experience. OPM therefore does not agree that this final rule 
will deter qualified individuals from seeking Federal employment. 
Rather, OPM believes that maintaining appropriate standards of 
suitability and conduct supports public confidence in the Federal 
workforce while remaining fully consistent with ongoing efforts to 
recruit and retain talented employees.
---------------------------------------------------------------------------

    \11\ OPM-Executive Office of the President (EOP) joint 
memorandum, ``Merit Hiring Plan'' (May 29, 2025), https://www.chcoc.gov/content/merit-hiring-plan.
---------------------------------------------------------------------------

III.B.9 Miscellaneous
    OPM received individual or small sets of comments on several other 
miscellaneous topics. One commenter recommended that OPM amend Sec.  
731.202 to include a provision that suitability determinations and 
actions must be applied consistent with 5

[[Page 39375]]

U.S.C. 2302(b), which establishes prohibited personnel practices. OPM 
agrees with this comment and is adding a new Sec.  731.102(c) that 
provides that suitability determinations and actions must be applied 
consistent with the Merit Systems Principles set forth in 5 U.S.C. 2301 
and with 5 U.S.C. 2302(b), setting forth prohibited personnel 
practices. OPM also is revising the Authority citations for part 731 to 
reflect this addition.
    OPM received no comments on the proposed changes to the definitions 
at Sec.  731.101 and is adopting them as proposed.
III.B.10 Implementation
    Some commenters requested OPM provide guidance on how this rule 
will be implemented. See Comment 1319 for an example. This rulemaking 
is prospective starting at the effective date. That means that agencies 
cannot apply the updated language in the specific factors at Sec.  
731.202(b) when proposing or taking an action until the effective date 
of this rule. Similarly, agencies cannot make referrals to OPM for 
consideration of post-appointment conduct suitability actions until the 
effective date of this rule. Post-appointment conduct occurring prior 
to the effective date of this rule but that is referred to OPM on or 
after the effective date may be considered for a suitability action by 
OPM consistent with applicable law. Finally, conduct that was 
previously known by an agency at the time it made a favorable 
suitability determination may not be used as the sole basis for a post-
appointment conduct suitability action against an appointee or 
employee.

IV. Expected Impact of This Rule

IV.A Statement of Need

    This rule is needed to improve the efficiency, rigor, and 
timeliness by which OPM and agencies vet individuals for risk to the 
integrity and efficiency of the service. An agency currently must rely 
on the protracted Chapter 75 process when the agency identifies conduct 
that poses risk to the efficiency and integrity of the service. 
Agencies and managers report frustration with not being able to take a 
suitability action after finding an employee unsuitable for continued 
employment. Agencies reported they often decline to act because the 
Chapter 75 process is perceived as too difficult, leaving unsuitable 
employees in the workplace. Allowing employees who engage in gross--and 
at times criminal--misconduct to remain in their positions undermines 
the integrity of the Federal service.
    This final rule also brings suitability processes into alignment 
with presidential direction and congressional intent. The suitability 
factors that are being introduced by this rulemaking are needed to 
emphasize that individuals serving for, or on behalf of, the Government 
are expected to comply with legal and ethical obligations. Specifying 
these factors in the regulations will provide greater clarity to 
agencies as well as to applicants and employees as to the types of 
conduct by which an individual may be found unsuitable.

IV.B Impact

    This rule permits OPM to take suitability actions for post-
appointment conduct on specified positions, revises suitability action 
procedures, and incorporates additional suitability criteria used in 
making suitability determinations and taking suitability actions. 
Applicants, appointees, and employees in the competitive service, in 
the excepted service where the incumbent can be noncompetitively 
converted to the competitive service, and in the career Senior 
Executive Service will be impacted by these changes. Applicants, 
appointees, and employees in the excepted service will be impacted by 
changes incorporating new factors at Sec.  731.202(b) as these factors 
are required to be used as the minimum standards of fitness for 
excepted service positions. Contractors and nonappropriated fund 
employees will also be impacted by the updated factors, as agencies 
must exercise due regard to the minimum fitness standards in 5 CFR part 
731 and supplemental guidance for these populations as well.
    OPM will also be impacted by the proposed changes as the final rule 
will increase the number of suitability actions OPM will be required to 
conduct. OPM anticipates the impact to MSPB to be neutral. Any removal 
action on an employee for post-appointment conduct currently processed 
under Chapter 75 that results in an appeal to MSPB and might be 
processed instead as a suitability action will still likely result in 
an appeal to MSPB. OPM assumes an individual willing to appeal a 
Chapter 75 action to MSPB would be equally willing to appeal a 
suitability action to MSPB. OPM acknowledges that it proposed to move 
the venue for suitability action appeals from the MSPB to OPM in the 
rulemaking Suitability Action Appeals. See 91 FR 5352 (February 6, 
2026). Any impacts of that proposed change would, if adopted, be 
addressed in a final rule in that rulemaking.
    Commenter 939 suggested that OPM's acknowledgement that the number 
of MSPB appeals will not meaningfully change is a tacit admission that 
this rule will not change the number of removals. The commenter also 
asserted that implementing new processes would ``create disruption with 
no real benefit.'' Id.
    OPM disagrees. OPM made no admission nor gave any estimate on the 
total number of removals, whether stemming from Chapter 75 or 
suitability actions, that would result from its rulemaking. OPM simply 
presented the rationale for why it believes this rule will have a 
neutral impact on MSPB. In fact, OPM believes there are many types of 
adverse actions taken under Chapter 75 today that do not result in 
removals, such as suspensions for more than 14 days, reductions in 
grade, or reductions in pay, that could potentially result in a post-
appointment conduct suitability action under this final rule. Because 
the authority to take a suitability action for the types of misconduct 
that result in non-removal Chapter 75 actions is new, there is 
insufficient data to permit OPM to reliably predict how many of those 
non-removal Chapter 75 actions may become removals under suitability. 
For that reason, OPM did not attempt to quantify how many non-removals 
under Chapter 75 may become removals under suitability. Additionally, 
many of those non-removal actions under Chapter 75 still result in 
appeal rights to the MSPB. Even if OPM had attempted to quantify the 
number of net new removals resulting from this rule, the impact on MSPB 
would still be neutral: an appeal to MSPB of a suspension for more than 
14 days that changes to an appeal of a suitability action still counts 
as a single appeal to MSPB. As such, OPM disagrees with the commenter's 
conclusion that OPM claimed there would be no more removals with this 
final rule or that there would be no benefit from the rule.
    Commenter 939 also suggested that the rule would not change how 
quickly removals can be effected as demonstrated by OPM's admission 
that the number of MSPB appeals would not significantly change. OPM is 
not certain how the commenter reached the conclusion that the speed 
with which an agency could effectuate a removal would be unchanged 
simply because the number of MSPB appeals would not meaningfully 
change. OPM continues to believe that the suitability action process 
run by OPM is faster compared to adverse action processes at agencies. 
There are only four potential suitability

[[Page 39376]]

actions, whereas adverse actions under Chapter 75 come with a multitude 
of various possible penalties an agency must debate internally and 
compare to its table of penalties, if applicable. These successive 
reviews and deliberations take time and slow down the process. 
Moreover, permitting OPM to take suitability actions against employees 
for post-appointment conduct, consistent with the President's 
direction, will allow agencies to address risk to the integrity or 
efficiency of the service with the process designed to protect the 
Government from such risk: suitability actions.
    Focusing solely on the benefits of the rulemaking tied to 
streamlining processes and reducing costs fails to account for the 
rule's positive impact on the rigor of vetting processes and risk 
mitigation. Using suitability actions when an employee has engaged in 
serious misconduct instances will achieve better risk protection than 
Chapter 75 procedures because if the employee's conduct warrants an 
action, it always results in removal, instead of a lesser penalty. 
Suitability actions also allow for debarments to prevent individuals 
from immediately re-entering Federal service in a competitive service 
position with another agency.
    Although not quantified in the analysis, debarments also deliver 
agencies cost savings by avoiding the costs associated with managing 
individuals who bounce from agency to agency with a track record of 
misconduct that would make them unsuitable for Federal service. The 
intangible benefits of holding the workforce accountable with 
suitability actions for serious post-appointment misconduct and not 
permitting individuals to avoid consequences by simply resigning or 
transferring agencies will provide better protection of the integrity 
and efficiency of the service than is currently afforded under Chapter 
75 procedures. As discussed throughout this rule, OPM is unpersuaded 
that these changes will not have a positive impact on the efficiency 
and integrity of the service. OPM expects this rule to reduce time and 
costs while promoting an impartial and effective suitability process 
that produces sound decisions, adding rigor to vetting processes.

IV.C Costs

    One commenter expressed concerns with OPM's impact and cost 
analysis, stating that the analysis did not appear to meet the 
requirements of OMB Circular A-4 and therefore fails to justify the 
rulemaking. See comment 1065. OPM disagrees. Agencies, working with the 
White House, have a great deal of discretion in assessing impacts and 
costs based on the facts of the situation. As courts have repeatedly 
held, ``executive orders are not judicially enforceable.'' \12\ That 
is, as a general matter, executive orders and other White House 
guidance on the regulatory process bind executive agencies only as a 
matter of the internal management of the executive branch. Thus, 
several Federal courts have specifically held that there is no legal 
requirement that agencies comply with the requirements specified in 
E.O. 12866 and related guidance.\13\
---------------------------------------------------------------------------

    \12\ Sierra Club v. U.S. Dep't of Energy, 134 F.4th 568, 573 
(D.C. Cir. 2025) (citing Marin Audubon Soc'y v. Fed. Aviation 
Admin., 121 F.4th 902, 913 (D.C. Cir. 2024)); see also Chen Zhou 
Chai v. Carroll, 48 F.3d 1331, 1338-39 (4th Cir. 1995) (no private 
right of action to enforce executive order unless issued pursuant to 
a statutory mandate or delegation by Congress).
    \13\ Nat'l Mining Ass'n v. United Steel Workers, 985 F.3d 1309, 
1326-27 (11th Cir. 2021) (holding that E.O. 12866 and E.O. 13563 
specifically are not judicially enforceable); Miller v. Garland, 674 
F.Supp.3d 296, 307 (E.D. Va. 2023), appeal dismissed, No. 23-1604, 
2024 WL 4973474 (4th Cir. July 30, 2024) (holding that E.O. 12866 is 
not judicial enforceable).
---------------------------------------------------------------------------

    One-time Implementation Cost: This rule will affect the operations 
of most Federal agencies in the Executive branch--ranging from cabinet-
level departments to small independent agencies. To comply with the 
regulatory changes in this rule, affected agencies will need to review 
the rule and update their policies and procedures. For this cost 
analysis, the assumed average salary rate of Federal employees 
performing this work is the rate in 2026 for GS-14, step 5, from the 
Washington, DC, locality pay table ($163,104 annual locality rate and 
$78.15 hourly locality rate). We assume that the total dollar value of 
labor, which includes wages, benefits, and overhead, is equal to 200 
percent of the wage rate, resulting in an assumed labor cost of $156.30 
per hour. We estimate that, in the first year following publication of 
the final rule, the effort to update policies and procedures will 
require an average of 250 hours of work by employees with an average 
hourly cost of $156.30. This effort will result in estimated costs in 
the first year of implementation of about $39,075 per agency, and about 
$3.1 million in total governmentwide.
    Savings from Fewer Chapter 75 Removals: In permitting OPM to take 
suitability actions for post-appointment conduct, OPM anticipates a 
decreased level of effort for agencies as they will refer employee 
cases to OPM for suitability action rather than pursue Chapter 75 
removals. In fiscal years 2022 and 2023, an average of 2,452 Federal 
employees were removed under Chapter 75, or Chapter 75 equivalent, 
procedures for post-appointment misconduct.\14\ OPM estimates that 
approximately 50 percent, or 1,226, of these Chapter 75, or Chapter 75 
equivalent, removal actions presently taken by agencies could be 
referred to OPM for suitability actions instead. Some commenters 
questioned OPM's estimate or speculated whether additional employees 
would be subject to suitability determinations and actions, while 
others noted that the net estimated savings could increase or decrease 
depending on the accuracy of this estimate and portrayed the estimate 
as arbitrary. See Comments 156, 533, and 1393 for examples. This rule 
does not change the types of positions subject to suitability 
determinations and actions. Positions subject to suitability 
determinations and actions will continue to be those in the competitive 
service, in the excepted service where the incumbent can be 
noncompetitively converted to the competitive service, or a career 
appointment to a position in the SES. As such, OPM disagrees with 
commenters portraying the estimate as illogical or arbitrary. Moreover, 
the commenters appear to fail to appreciate that OPM is providing only 
an estimate to demonstrate that its rule provides an opportunity for 
cost savings. OPM acknowledges that the extent to which agencies adopt 
the opportunity to refer cases to OPM for removal under suitability 
will ultimately determine the amount of cost savings realized. If a 
higher percentage of removals move from being taken under Chapter 75 to 
being taken under suitability, the cost savings will increase. If a 
lower percentage of removals move from being taken under Chapter 75 to 
being taken under suitability, the cost savings will decrease. The 
estimate serves simply to demonstrate the magnitude of potential 
savings. OPM also believes that because Chapter 75, or Chapter 75 
equivalent, removals generally involve such serious conduct that the 
individual would fairly likely also be unsuitable, it is possible that 
the estimate of 50% is conservative. OPM believes, therefore, that 
estimating 50% of employees subject to Chapter 75, or Chapter 75 
equivalent, removals would be individuals who were also

[[Page 39377]]

subject to suitability is fair and fully logical.
---------------------------------------------------------------------------

    \14\ This data comes from OPM's Enterprise Human Resources 
Integration Program's (EHRI) Data Warehouse and is analyzed using 
nature of action codes for terminations to identify Chapter 75 
removals for misconduct. Certain data from EHRI is available to the 
public in summarized form on Federal Workforce Data, accessible at 
https://data.opm.gov/. However, complete raw data from EHRI is not 
available due to concerns about identifying employees at the 
individual level.
---------------------------------------------------------------------------

    Another commenter who took issue with OPM's estimates of potential 
increased workload for OPM referenced a number of potential suitability 
actions that were not substantiated by any source and also suggested, 
without any basis, that each suitability case be required to be 
reviewed by three suitability staff members. See Comment 462. OPM is 
not adjusting its cost estimate based on these comments. The average 
number of collective hours for supervisory and HR personnel to take a 
Chapter 75 action is 600 hours. The cost analysis assumes an average 
salary rate of Federal supervisors and senior HR personnel performing 
this work at the 2026 rate for a GS-15, step 5, from the Washington, 
DC, locality pay table ($191,850 annual locality rate and $91.93 hourly 
locality rate). OPM received some comments questioning the use of the 
Washington, DC locality for personnel performing these functions. See 
Comment 533. Commenters noted that Federal employees are stationed 
across the country. OPM acknowledges that some personnel performing 
these functions may be outside of the Washington, DC locality; however, 
at present most Federal agencies are headquartered in the Washington, 
DC locality. These actions require several layers of approval that most 
often involve personnel at the agency headquarters. OPM assumes the 
total value of labor is 200 percent of the hourly wage rate, for a 
total average hourly cost of $183.86. While a portion of the 600 hours 
would still fall to the agency to establish a fulsome referral to OPM 
for a suitability action, OPM anticipates that referring the matter to 
OPM for a suitability action would relieve the agencies of at least 
thirty percent of the work involved in taking a Chapter 75 action, 
prior to appeals. This implies total savings of $33,095 per case and a 
total annual savings of $40.6 million.
    Some commenters questioned the assumption that agencies would save 
at least thirty percent of the work involved in taking a Chapter 75 
action, prior to appeals. See Comment 156 for an example. Agencies will 
still be required to develop and prepare the evidence of conduct 
believed to warrant an unfavorable suitability determination prior to 
making a referral to OPM. Once a referral is made, the agencies will be 
relieved of the requirements, for example, to draft, review, and 
approve a proposed action, review and respond to any response by the 
employee, and draft, review, and approve a final decision. Based on 
OPM's own experience, OPM believes that the labor hours required for 
these activities represent at least thirty percent, or approximately 
180 hours, of the total estimated hours for agencies to process a 
Chapter 75 action, prior to appeals.
    Cost Increase to Handle Agency Post-Appointment Conduct Referrals: 
OPM would likely need to increase the number of resources to handle the 
new workload from agencies' referrals for suitability determinations 
and actions on employees based on post-appointment conduct. Even if 
some agency referrals for determinations and actions on employees for 
post-appointment conduct do not result in a suitability action, OPM 
estimates it would likely need eighteen additional adjudicators 
performing the work at the 2026 rate for a GS-13, step 5, from the 
Pittsburgh, PA locality pay table ($124,720 annual locality rate and 
$59.76 hourly locality rate). OPM assumes the total value of labor is 
200 percent of the hourly wage rate, for a total average hourly cost of 
$119.52 and a collective annual cost of $4.5 million for all eighteen 
additional employees. OPM received comments questioning the grade level 
and locality assumptions used for this estimate, as well as questioning 
whether 18 additional staff would be sufficient to handle the increased 
workload. See Comments 533, 004, and 938 for examples. OPM used the GS-
13 grade level for its assumption because this is the grade level of 
OPM suitability adjudications staff currently processing suitability 
actions. OPM used the Pittsburgh, PA locality for its analysis because 
that is the primary location of OPM's suitability adjudications staff. 
OPM is not altering these assumptions in its analysis. In calculating 
the number of additional staff needed, OPM used information on the 
amount of labor hours needed by staff to process a suitability action 
along with the estimated increased number of suitability actions to 
determine the equivalent full-time-equivalent staff it would need. OPM 
appreciates the recommendations in Comment 938 to consider adding staff 
at a lower grade level, where possible, and will take this into 
consideration in refining its staffing plan to accommodate this new 
workload. OPM agrees with comments that the rate of agencies' adoption 
of the opportunity to submit post-appointment conduct suitability 
referrals could alter OPM's staffing needs. See, e.g., Comment 473. OPM 
does not, however, believe those concerns warrant instead delegating 
authority for post-appointment conduct suitability actions to agencies, 
as recommended by commenters. As previously explained in section 
III.B.2.c, Agency Input in Post-Appointment Conduct Actions, OPM 
believes that retaining this authority will allow for the most 
impartial process that protects individuals and ensures consistency in 
implementation across the Federal Government.
    Taking into account both decreases and increases in levels of 
effort associated with the proposed rule, on balance OPM anticipates 
one-time implementation costs of approximately $3.1 million and 
recurring annual net cost savings governmentwide of approximately $36.1 
million.

IV.D Benefits

    The expected benefits of the rule are that OPM and agencies will be 
able to more efficiently and appropriately vet individuals for risk to 
the integrity and efficiency of the service. More expeditious removal 
of individuals found to negatively impact the integrity or efficiency 
of the service will reduce risks posed by such individuals as well as 
costs to agencies, allowing them to spend resources on mission services 
rather than administrative processes. In addition, providing the option 
for a suitability action for post-employment conduct when an employee 
has engaged in serious misconduct instances will achieve better risk 
protection than Chapter 75 procedures because it will allow the 
Government to pursue debarment. Debarments prevent individuals from 
immediately re-entering Federal service in a competitive service 
position with another agency, holding individuals more accountable for 
misconduct and preventing them from avoiding consequences by simply 
resigning or transferring agencies. Post-appointment conduct 
suitability actions will provide better protection of the integrity and 
efficiency of the service than is currently afforded under Chapter 75 
procedures and adds rigor to vetting processes.
    In addition, OPM believes that the final rule will reinforce Merit 
Systems Principles, in at least two ways. First, the rule change 
creates a new Sec.  731.102(c) which expressly states that suitability 
determinations and actions must be applied consistent with the Merit 
Systems Principles set forth in 5 U.S.C. 2301 and the prohibition 
against unlawful personnel practices in 5 U.S.C. 2302(b). Second, the 
rule change reinforces Merit Systems Principle 4, ``[a]ll employees 
should maintain high standards of integrity, conduct, and concern for 
the public interest,'' by providing a mechanism to swiftly remove 
employees who fail to uphold

[[Page 39378]]

baseline standards of integrity, conduct, and concern for the public 
interest.

IV.E Alternatives

    OPM must comply with the direction of E.O. 14210 and the 
Presidential Memorandum, as described in section II, Authority and 
Background, to establish specific suitability factors and to take 
suitability actions on employees when warranted and referred by 
agencies based on post-appointment conduct. OPM could have delegated to 
agencies the authority to take suitability actions against employees 
for post-appointment conduct. However, at this time, OPM believes 
reserving jurisdiction for these actions for itself will provide for 
governmentwide consistency in decision-making. OPM may at a later time 
determine to delegate this authority to the heads of agencies. See 
discussion in section III.B.2.c., Agency Input in Post-Appointment 
Conduct Actions.
    For the updates to the suitability factors, OPM could have elected 
to establish each new criterion from E.O. 14210 as its own separate 
suitability factor under 5 CFR 731.202(b). The current suitability 
factors employ a hierarchical approach where the factors establish 
broad categories of conduct or behavior where discrete examples of such 
conduct may then fit within the general categories. For example, the 
criminal conduct factor establishes a broad category under which a wide 
range of criminal behavior may be considered, regardless of whether the 
conduct resulted in an arrest or conviction. Therefore, where 
appropriate, OPM believes adding some of the new suitability criteria 
required by E.O. 14210 as examples of conduct under an existing factor 
will be more intuitive and easier for agency suitability staff to apply 
in making suitability determinations.
    Many commenters recommended that OPM work to improve training for 
Federal supervisors and HR offices on using Chapter 75 processes and 
suggested that doing so would eliminate the need to introduce post-
appointment conduct suitability actions. See Comment 1042 for an 
example. OPM disagrees that such training would deliver the same 
benefits as gained from this rule. As noted, post-appointment conduct 
suitability actions provide for better protection against risk by 
allowing the Government to complete actions even after an individual 
resigns or withdraws an application and also prevents immediate re-
entry through debarment. Additional training on Chapter 75 actions 
would not close these gaps or deliver the same benefits as this rule.

V. Severability

    If any of the provisions of this final rule is held to be invalid 
or unenforceable by its terms, or as applied to any person or 
circumstance, it shall be severable from its respective section(s) and 
shall not affect the remainder thereof or the application of the 
provision to other persons not similarly situated or to other 
dissimilar circumstances. For example, if a court were to invalidate 
any portions of this final rule revising the suitability factors, the 
other portions of the rule--including the portions providing that OPM 
may make suitability determinations for post-appointment conduct--would 
independently remain workable and valuable.

VI. Regulatory Compliance

VI.A Regulatory Review

    OPM has examined the impact of this rule as required by Executive 
Orders 12866 and 13563, which direct agencies to assess all costs and 
benefits of available regulatory alternatives and, if regulation is 
necessary, to select regulatory approaches that maximize net benefits 
(including potential economic, environmental, public, health, and 
safety effects, distributive impacts, and equity). A regulatory impact 
analysis must be prepared for rules with effects of $100 million or 
more in any one year. This rulemaking does not reach that threshold but 
has otherwise been designated as a ``significant regulatory action'' 
under section 3(f) of Executive Order 12866.
    This rule is considered an Executive Order 14192 deregulatory 
action. We estimate that this rule generates $30.3 million in 
annualized cost savings at a 7% discount rate, discounted relative to 
year 2024, over a perpetual time horizon.

VI.B Regulatory Flexibility Act

    The Director of OPM certifies that this rule will not have a 
significant economic impact on a substantial number of small entities 
because this rule affects suitability and fitness regulations which 
apply primarily to Federal agencies and employees. Although some 
Federal contractors may be small entities, the nature of the changes in 
this rulemaking are not expected to result in economic impacts to non-
agency entities.

VI.C Federalism

    This regulation will not have substantial direct effects on the 
States, on the relationship between the National Government and the 
States, or on distribution of power and responsibilities among the 
various levels of government. Therefore, in accordance with E.O. 13132, 
it is determined that this rule does not have sufficient Federalism 
implications to warrant preparation of a Federalism Assessment.

VI.D Civil Justice Reform

    This regulation meets the applicable standard set forth in section 
3(a) and (b)(2) of E.O. 12988.

VI.E Unfunded Mandates Reform Act of 1995

    Section 202 of the Unfunded Mandates Reform Act of 1995 (UMRA) 
requires that agencies assess anticipated costs and benefits before 
issuing any rule that would impose spending costs on State, local, or 
tribal governments in the aggregate, or on the private sector, in any 1 
year of $100 million in 1995 dollars, updated annually for inflation. 
That threshold is currently approximately $206 million. This rulemaking 
will not result in the expenditure by State, local, or tribal 
governments, in the aggregate, or by the private sector, in excess of 
the threshold. Thus, no written assessment of unfunded mandates is 
required.

VI.F Paperwork Reduction Act

    Notwithstanding any other provision of law, no person is required 
to respond to, nor shall any person be subject to a penalty for failure 
to comply with a collection of information subject to the requirements 
of the Paperwork Reduction Act of 1995 (44 U.S.C. chapter 35) (PRA), 
unless that collection of information displays a currently valid Office 
of Management and Budget (OMB) Control Number.
    Depending on the population, currently suitability and vetting 
information is collected through the following OMB Control Numbers.

 3206-0261 (Standard Form 85, Questionnaire for Non-Sensitive 
Positions)
 3206-0258 (Standard Form 85P, Questionnaire for Public Trust 
Positions and SF 85P-S, Supplemental Questionnaire for Selected 
Positions)
 3206-0005 (SF 86, Questionnaire for National Security 
Positions)

    Additional information regarding these collections of information--
including all current supporting materials--can be found at https://www.reginfo.gov/public/do/PRAMain by using the search function to enter 
either the title of the collection or the OMB Control Number.

[[Page 39379]]

    On November 15, 2023, a new information collection, the Personnel 
Vetting Questionnaire (PVQ), was approved (OMB Control Number 3206-
0279). The Defense Counterintelligence and Security Agency (DCSA) is 
working to implement the new information collection. OPM plans to 
discontinue the current information collections once the PVQ is 
operational.
    OPM believes this rulemaking does not require any changes in any of 
these collections. Data gathered through these information collections 
fall under the system of records notice (SORN) Personnel Vetting 
Records System, DUSDI 02-DoD (83 FR 52420 and 83 FR 52317).
    OPM's system of records titled CENTRAL-9, Personnel Investigations 
Records (81 FR 70191), previously covered both background investigation 
records and suitability adjudication records. OPM has transferred the 
background investigation mission and associated records to DCSA (now 
under DUSDI 02-DoD). Because the personnel investigations records are 
no longer maintained in OPM/CENTRAL-9, OPM is renaming CENTRAL-9 ``OPM 
Suitability Adjudications Files'' and is modifying it to reflect the 
changes in this rulemaking. (See 91 FR 38737 for more information.)
    In addition, individual agencies should each have a SORN that 
covers the agency adjudication and referral records. Agencies should 
evaluate whether the agency-specific SORNs must be updated to permit 
sharing information with OPM for suitability referrals, OPM suitability 
adjudications, debarment consideration, reporting to the Central 
Verification System or successor systems, and any related appeal.

List of Subjects in 5 CFR Part 731

    Administrative practice and procedure, Authority delegations 
(Government agencies), Government contracts, Government employees, 
Investigations.

Signing Statement

    The Director of OPM, Scott Kupor, reviewed and approved this 
document and has authorized the undersigned to electronically sign and 
submit this document to the Office of the Federal Register for 
publication.

Office of Personnel Management
Jerson Matias,
Federal Register Liaison.

    Accordingly, for the reasons stated in the preamble, OPM amends 
part 731 of title 5, Code of Federal Regulations as follows:

PART 731--SUITABILITY AND FITNESS

0
1. The authority citation for part 731 is revised to read as follows:

    Authority:  5 U.S.C. 1302, 2301, 2302, 3301, 7301. E.O. 10577, 
19 FR 7521, 3 CFR, 1954-1958 Comp., p. 218, as amended. E.O. 13467, 
73 FR 38103, 3 CFR, 2009 Comp., p. 198, as amended. E.O. 13488, 74 
FR 4111, 3 CFR, 2010 Comp., p. 189, as amended. E.O. 13764, 82 FR 
8115, 3 CFR, 2017 Comp., p. 243. E.O. 14210, 90 FR 9669. 
Presidential Memorandum of January 31, 2014, 3 CFR, 2014 Comp., p. 
340. Presidential Memorandum of March 20, 2025, 90 FR 13683. 5 CFR 
parts 1, 2, 5, and 6.

Subpart A--Scope

0
2. Amend Sec.  731.101 by
0
a. Revising the section heading; and
0
b. In paragraph (a), revising the definitions for ``Competitive service 
or career Senior Executive Service'' and ``Core duty''.
    The revisions read as follows:


Sec.  731.101   Definitions and purpose.

    (a) * * *
    Competitive service or career Senior Executive Service, for the 
purposes of this part, refers to a position in the competitive service, 
a position in the excepted service where the incumbent can be 
noncompetitively converted to the competitive service, or a career 
appointment to a position in the Senior Executive Service.
* * * * *
    Core duty means a continuing responsibility that is of particular 
importance to the relevant position or the achievement of an agency's 
mission.
* * * * *

0
3. Amend Sec.  731.102 by adding paragraph (c) to read as follows:


Sec.  731.102   Implementation.

* * * * *
    (c) Suitability determinations and actions under this part must be 
applied consistent with both the Merit Systems Principles set forth in 
5 U.S.C. 2301 and with 5 U.S.C. 2302(b), which sets forth prohibited 
personnel practices.

0
4. Amend Sec.  731.103 by:
0
a. Revising paragraph (a);
0
b. Redesignating paragraphs (b) through (f) as paragraphs (c) through 
(g);
0
c. Adding new paragraph (b); and
0
d. Revising newly redesignated paragraphs (c) and (g).
    The addition and revisions read as follows:


Sec.  731.103   Delegation to agencies for the competitive service and 
career Senior Executive Service.

    (a) Subject to the limitations and requirements of paragraphs (c), 
(e), and (g) of this section, OPM delegates to the head of an agency 
authority for making a suitability determination and taking a 
suitability action (including limited, agency-specific debarments under 
Sec.  731.205) in a case involving an applicant or appointee. In a case 
involving an appointee where the individual has converted to an 
employee in a prior competitive service or career Senior Executive 
Service appointment, agency heads must consider the individual to be an 
employee.
    (b) In a case involving an employee, the head of the employee's 
employing agency, or designee, may, in its sole and exclusive 
discretion, make a proper and sufficient referral to OPM, as specified 
in OPM issuances as described in Sec.  731.102(b), if the employee's 
conduct appears to warrant an unfavorable suitability determination.
    (c) When an agency, acting under delegated authority from OPM, 
determines that a governmentwide debarment by OPM under Sec.  
731.204(a) may be an appropriate action, whether on an applicant, 
appointee, or employee, it must refer the case to OPM for debarment 
consideration. An agency must make a referral, but only after 
sufficient resolution of the suitability issue(s) to determine if a 
governmentwide debarment appears warranted.
* * * * *
    (g) OPM retains sole jurisdiction to make a final suitability 
determination and take an action under this part in any case where 
there is evidence that there has been a material, intentional false 
statement, or deception or fraud, in examination or appointment. OPM 
also retains sole jurisdiction to make a final suitability 
determination and take an action under this part in any case when there 
is evidence that there has been knowing and willful engagement in acts 
or activities designed to overthrow the U.S. Government by force. An 
agency must refer these cases to OPM for suitability determinations and 
suitability actions under this authority. OPM also retains sole 
jurisdiction to take a suitability action under this part in any case 
involving an employee for post-appointment conduct. Although no prior 
approval is needed, notification to OPM is required if the agency wants 
to take, or has taken, action under its own authority (such as 5 CFR 
part 359 or 752) in cases involving conduct fitting within any of these 
factors or involving an employee for post-appointment conduct. In 
addition, except as limited by Sec.  731.105(d), OPM may, in its 
discretion, exercise its jurisdiction

[[Page 39380]]

under this part in any case it deems necessary regardless of whether 
the agency may adjudicate under another authority.

0
5. Amend Sec.  731.104 by revising paragraph (c)(2)(i) to read as 
follows:


Sec.  731.104   Investigation and reciprocity requirements.

* * * * *
    (c) * * *
    (2) * * *
    (i) The investigative record on file for the individual shows 
conduct that is incompatible with the core duties of the relevant 
position; or
* * * * *

0
6. Revise Sec.  731.105 to read as follows:


Sec.  731.105   Authority to take suitability actions in cases 
involving the competitive service or career Senior Executive Service.

    (a) OPM or an agency acting under delegated authority may take a 
suitability action in connection with any application for, or 
appointment to, the competitive service or career Senior Executive 
Service. In the case of an appointee, OPM or an agency may consider 
conduct occurring prior to the appointment or occurring post-
appointment to serve as the basis for the action.
    (1) OPM's or an agency's authority to complete a suitability action 
continues when an application is withdrawn, when an offer of employment 
is withdrawn, or when an appointee separates from employment. OPM's 
authority to complete a suitability action continues when an employee 
separates from employment.
    (2) OPM's or an agency's authority to take a suitability action 
includes the case of an application for or appointment to the 
competitive service or career Senior Executive Service from another 
type of position when a prior investigation is being reciprocally 
accepted as described in Sec.  731.104(a).
    (b) OPM may take a suitability action under this part against an 
applicant or appointee based on the criteria in Sec.  731.202. When the 
basis for the action is post-appointment conduct, OPM may take a 
suitability action against an appointee only when there is a proper and 
sufficient referral by the head of the appointee's employing agency, or 
designee.
    (c) Except as limited by Sec.  731.103(c), (e), and (g), an agency, 
exercising delegated authority, may take a suitability action under 
this part against an applicant or appointee based on the criteria of 
Sec.  731.202.
    (d) Only OPM may take a suitability action under this part against 
an employee in the competitive service or career Senior Executive 
Service based on the criteria of Sec.  731.202. When the basis for the 
action is post-appointment conduct, OPM may take a suitability action 
against an employee only when there is a proper and sufficient referral 
by the head of the employee's employing agency, or designee.
    (e) An agency may not take a suitability action against an employee 
in the competitive service or career Senior Executive Service. If the 
agency has information that an employee's conduct warrants an 
unfavorable suitability determination, the head of the agency, or 
designee, may make a proper and sufficient referral to OPM, as 
specified in OPM issuances as described in Sec.  731.102(b). OPM will 
review the referral and may take a suitability action if warranted 
under this part.
    (f) Nothing in this part precludes an agency from taking an adverse 
action under the procedures and standards of part 752 of this chapter, 
or from terminating a probationer under the procedures of part 11 or 
part 359 of this chapter or under agency specific authorities. An 
agency must notify OPM to the extent required in Sec.  731.103(e) and 
(g) if it wants to take, or has taken, action under these authorities. 
OPM retains the right to take a suitability action even in those cases 
where the agency makes an adjudicative determination under another 
authority.

0
7. Amend Sec.  731.106 by revising paragraphs (d)(1) and (f) to read as 
follows:


Sec.  731.106   Designation of public trust positions and investigative 
requirements.

* * * * *
    (d) * * *
    (1) Individuals occupying positions of employment subject to 
investigation are also subject to continuous vetting through periodic 
checks of their background at any time in accordance with standards 
issued by OPM. Checks must be conducted at regular intervals, based on 
the type of check and with consideration of position risk and 
sensitivity. The nature of a continuous vetting check, and any 
additional requirements and parameters, to include requirements for 
agencies to consider information related to the individual's conduct 
available from internal agency sources, are specified in supplemental 
issuances as described in Sec.  731.102(b). An individual may be 
subjected to continuous vetting only if they have signed an 
authorization for release of information permitting a disclosure for 
continuous vetting purposes. Continuous vetting for an individual in a 
public trust position satisfies the requirement for a periodic 
reinvestigation of an individual in a public trust position as directed 
in E.O. 13488, as amended. An agency must ensure that each continuous 
vetting check is conducted and a determination made regarding continued 
employment. If an agency makes an unfavorable determination based on 
information from a continuous vetting check on an appointee, the agency 
may take a suitability action subject to the limitations of Sec.  
731.103(c), (e), and (g). If post-appointment conduct discovered in a 
continuous vetting check on an employee appears to warrant an 
unfavorable suitability determination, the agency may, in its sole and 
exclusive discretion, refer the matter to OPM for review and possible 
suitability action.
* * * * *
    (f) Completed investigations. An investigation or continuous 
vetting check under paragraphs (c), (d), and (e) of this section 
supports a determination by the employing agency of whether the 
findings of the investigation may require referral to OPM for a 
potential suitability action or would justify an action by the agency 
under this part or under another applicable authority, such as part 359 
or 752 of this chapter. Sections 731.103 and 731.105 address whether an 
agency may take an action under this part and whether the agency must 
refer the matter to OPM for a suitability action including debarment 
consideration.
* * * * *
    Subpart B--Determinations of Suitability or Fitness; Suitability 
Actions in Cases Involving the Competitive Service or Career Senior 
Executive Service

0
8. In Sec.  731.202, revise and republish paragraph (b) and add 
paragraph (d) to read as follows:


Sec.  731.202   Criteria for making suitability and fitness 
determinations.

* * * * *
    (b) Specific factors. Only OPM may take a suitability action 
considering the factors in paragraph (b)(3) or (b)(8) of this section. 
Agencies may use the factor in paragraph (b)(10) in applicant and 
appointee suitability cases but not employee cases; however, OPM may 
use this or any factor in employee cases. When making a suitability 
determination, OPM or an agency will consider only the following 
factors to determine if an individual is suitable. When making fitness 
determinations, an agency must consider all of the following factors as 
a minimum standard, but it may prescribe additional factors to protect 
the integrity

[[Page 39381]]

and promote the efficiency of the service, when job-related and 
consistent with business necessity.
    (1) Misconduct or negligence in employment. This factor includes:
    (i) Theft or misuse of Government resources and equipment, or 
negligent loss of material Government resources and equipment during 
employment with, or on behalf of, the Federal Government or a state, 
territorial, or local government; and
    (ii) Refusal to certify compliance with any applicable non-
disclosure obligations consistent with 5 U.S.C. 2302(b)(13) and failure 
to adhere to those compliance obligations in the course of Federal 
employment.
    (2) Criminal conduct.
    (3) Material, intentional false statement, or deception or fraud, 
in examination or appointment.
    (4) Dishonest conduct.
    (5) Failure to comply with financial obligations or generally 
applicable civil legal obligations, such as timely filing of tax 
returns.
    (6) Excessive alcohol use, without evidence of rehabilitation, of a 
nature and duration that suggests the individual would be prevented 
from performing the duties of the position in question, or would 
constitute a direct threat to the property or safety of the individual 
or others.
    (7) Illegal use of narcotics, drugs, or other controlled 
substances, without evidence of rehabilitation.
    (8) Knowing and willful engagement in acts or activities designed 
to overthrow the U.S. Government by force.
    (9) Violent conduct.
    (10) Any statutory or regulatory bar or any other provision of law, 
regulation, Executive order, or other binding legal authority that 
prevents the lawful employment of the individual in the position in 
question, such as citizenship or nationality requirements.
* * * * *
    (d) All persons responsible for suitability screening, review, or 
making suitability determinations under this part must be trained in 
accordance with national training standards for suitability 
adjudicators issued in supplemental issuances, as described in Sec.  
731.102(b).

0
9. Amend Sec.  731.203 by revising paragraphs (d), (e), (f), and (g) to 
read as follows:


Sec.  731.203   Suitability actions by OPM and other agencies for the 
competitive service or career Senior Executive Service.

* * * * *
    (d) A suitability action may be taken against an applicant or an 
appointee to the competitive service or career Senior Executive Service 
when OPM or an agency exercising delegated authority under this part 
finds that the applicant or appointee is unsuitable for the reasons 
cited in Sec.  731.202, subject to the agency limitations of Sec.  
731.103(c), (e), and (g).
    (e) In taking a suitability action against an applicant, appointee, 
or employee in the competitive service or career Senior Executive 
Service pursuant to Sec.  731.105(a) and (d) and in accordance with 5 
CFR 5.3, OPM may require an agency to execute the action.
    (f) OPM may cancel any reinstatement eligibility obtained as a 
result of a determination based on the criteria of Sec.  731.202.
    (g) An action to remove an appointee or employee for suitability 
reasons under this part is not an action under 5 CFR part 11, 359, or 
752. Where conduct covered by this part may also form the basis for an 
action under 5 CFR part 11, 359, or 752, an agency may take the action 
under 5 CFR part 11, 359, or 752, as appropriate, instead of under this 
part. An agency must notify OPM to the extent required in Sec.  
731.103(g) if it wants to take, or has taken, action under these 
authorities. OPM reserves the right to also take an action under this 
part.
* * * * *

0
10. Revise Sec.  731.206 to read as follows:


Sec.  731.206   Reporting requirements for investigations and 
suitability and fitness determinations.

    An agency must report to the Central Verification System or its 
successor the level or nature, result, and completion date of each 
background investigation, reinvestigation, or enrollment in Continuous 
Vetting; each agency decision based on such investigation, 
reinvestigation, or Continuous Vetting; and any personnel action, to 
include suitability actions, taken based on such investigation, 
reinvestigation, or Continuous Vetting, as required in supplemental 
guidance. An agency must also report to the Central Verification System 
or its successor any suitability determination and action taken based 
on an internal agency investigation, such as a suitability action taken 
as a result of an Employee and Labor Relations investigation.

Subpart C--OPM Suitability Action Procedures for the Competitive 
Service or Career Senior Executive Service

0
11. Revise Sec.  731.301 to read as follows:


Sec.  731.301   Scope.

    This subpart covers OPM-initiated suitability actions against an 
applicant, appointee, or employee in the competitive service or career 
Senior Executive Service and OPM suitability actions against an 
appointee or employee in the competitive service or career Senior 
Executive Service for post-appointment conduct when an agency has 
referred the matter to OPM to take a suitability action.

0
12. Revise Sec.  731.304 to read as follows:


Sec.  731.304   Decision.

    (a) The OPM Director, or designee, will make the final decision as 
to whether to take a suitability action. In cases where the Director 
delegates decision-making authority to subordinate employees, there 
must be appropriate independence between the OPM employee authorized to 
propose the suitability action and the employee authorized to make the 
final decision regarding such suitability action. The OPM official 
authorized to make the final decision may not consult with, receive 
advice from, or communicate with the OPM employee who proposed the 
suitability action concerning the merits of the proposed action, except 
on notice to the respondent and as part of the record. The OPM official 
authorized to make the final decision is also prohibited from ex parte 
communications consistent with the requirements of 5 U.S.C. 557(d).
    (b) If the final decision is that a suitability action shall be 
taken, the OPM Director or designee will instruct the agency to remove 
the individual or process a different suitability action. The decision 
regarding the final suitability action must be in writing, be dated, 
and inform the respondent of the reasons for the decision and that an 
unfavorable decision may be appealed in accordance with subpart E of 
this part. If the decision requires removal, the employing agency must 
remove the appointee or employee from the rolls within 5 workdays of 
receipt of OPM's final decision.

Subpart D--Agency Suitability Action Procedures for the Competitive 
Service or Career Senior Executive Service

0
13. Revise Sec.  731.404 to read as follows:


Sec.  731.404   Decision.

    (a) The agency head, or designee, makes the final decision as to 
whether to take a suitability action. In cases where the agency head 
delegates

[[Page 39382]]

decision-making authority to subordinate employees, there must be 
appropriate independence between the employee authorized to propose the 
suitability action and the employee authorized to make the final 
decision regarding such suitability action. The official authorized to 
make the final decision may not consult with, receive advice from, or 
communicate with the employee who proposed the suitability action 
concerning the merits of the proposed action, except on notice to the 
respondent and as part of the record. The official authorized to make 
the final decision is also prohibited from ex parte communications 
consistent with the requirements of 5 U.S.C. 557(d).
    (b) The decision regarding the final action must be in writing, be 
dated, and inform the respondent of the reasons for the decision and 
that an unfavorable decision may be appealed in accordance with subpart 
E of this part. If the decision requires removal, the employing agency 
must remove the appointee from the rolls within 5 workdays of the 
agency's decision.

[FR Doc. 2026-13154 Filed 6-29-26; 8:45 am]
BILLING CODE 6325-66-P