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July 31, 2024
Presidential Transitions: A Brief Summary of the Presidential
Transition Act

This In Focus provides a brief summary of the provisions of
the Presidential Transition Act of 1963, as amended (PTA).
For a discussion of the PTA and associated statutes in
greater depth, see CRS Report R46602, Presidential
Transition Act: Provisions and Funding.
The constitutional transfer of power and authority from an
incumbent American President to a successor is a
momentous occasion in American government. In the
present day, this transfer of authority is a complex and
multifaceted undertaking, as the outgoing Administration
concludes its affairs and the incoming Administration
prepares to govern.
Pres enta Transition EvoIuon
While a formal presidential transition process is designed to
ensure some continuity in the conduct of the executive
branch's affairs, the concept of a federally funded,
institutionalized transition process is relatively new. Before
enactment of the PTA, the methods for transferring
information and responsibility between Administrations
were developed in an ad hoc fashion. In addition, the
political party organization of the incoming President was
the primary source of funding for transition expenses. Many
facets of presidential transitions continued to be developed
anew, according to the preferences and priorities of each
outgoing and, in particular, each incoming President. Now,
however, the PTA provides a framework for funding and
supporting the transition process that begins months before
the presidential election and continues after the new
President's inauguration. The act does not explicitly
provide for presidential transitions that occur as a result of
the removal, death, or resignation of an incumbent
President between elections. (For more on this topic, see
CRS Report R46450, Presidential Succession: Perspectives
and Contemporary Issues for Congress.)
Congress has amended the PTA over the course of 60 years
and 11 presidencies in response to evolving views of the
role of the government in the transition process and the
importance of a smooth transition process in ensuring
continuity of the federal government. From its enactment in
1964 through the presidential transition of 2008-2009, most
PTA-authorized support was provided after the election of
the incoming President and Vice President. In the years
since, Congress has amended the PTA on multiple
occasions and expanded support for the presidential
transition process to include pre-election activities. Now,
the PTA provides a framework for funding and supporting a
transition process that begins months before the presidential
election and continues after the new President's
inauguration.

Pre-ection Prov sons
The PTA includes a number of provisions related to the pre-
election portion of the presidential transition.
Under the act, the General Services Administration (GSA)
administrator designates a senior career GSA official as the
federal transition coordinator. This official plays a key
coordinating role across federal agencies and acts as a
liaison to eligible candidates-major party candidates and
other principal contenders. The GSA administrator
designated the current coordinator prior to 2024.
The PTA directs the President and the incumbent
Administration to establish a specified transition-related
infrastructure, including:
*  a White House transition coordinating council headed
by a senior official in the Executive Office of the
President.
*  an agency transition directors council co-chaired by the
deputy director for management at the Office of
Management and Budget and the federal transition
coordinator, and
* a report summarizing transition activities and listing
transition-related resources.
The PTA authorizes the incumbent Administration to
provide certain pre-election transition support to eligible
candidates. GSA is directed to establish a memorandum of
understanding (MOU) with each candidate regarding terms
and conditions related to that support. Support includes, for
example, office space and equipment, communications
services, consultation about potential transition from the
candidate's information technology systems to federal
systems, and orientation activities.
The PTA authorizes eligible candidates to fund pre-election
transition activities through their campaigns. The statute
places limits on donations toward PTA-related activities as
a condition for receiving services and funds under the act.
The PTA also directs agencies to establish transition-period
succession plans for senior political positions and to ensure
that career officials so designated are prepared to lead
federal agencies on an interim basis during the transition
process.
The statute also provides for the negotiation, before the
election, of MOUs between the incumbent President and
eligible candidates that specify the terms of transition staff
access to executive branch employees, facilities, and

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