Category Management FY25 KPI Summary - Agency Template Guidance - Plans due by 10/31/2024

Sep 12, 2026

Category Management FY25 KPI Summary and agency template guidance details government-wide and agency-specific performance targets across SUM, BIC, and training initiatives. It outlines FY24 progress and the in-year FY25 KPI goals, including incremental steps toward universal end states by FY29. The material provides spend-under-management context, explains Best in Class long-term target assumptions, and lists agency SUM/BIC target tables for FY23 actuals, FY24 targets, and FY25 targets. It also specifies planning submission timing due by 10/31/2024.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages35

Reading Time12 min

AccessFree to download

Agenda

Welcome + Introductions

Category Management KPIs Summary

FY25 Agency Planning Template Guidance

Close Out

Category Management KPIs Summary

FY24-KPI Progress (Year to Date)

Long-Term Government-Wide CM Goals

FY25 In-Year CM Key Performance Indicators (KPIs)

FY25 Spend Under Management

FY25 Agency SUM Targets

FY25 Best in Class (BIC): New Long-Term Target

FY25 Agency BIC Targets

Category Management FY25 KPI Summary + Agency Template Guidance September 11, 2024 Plans dueto OMBby 10/31/2024 Agenda ● Welcome + Introductions-Carley Jackson ● Category Management KPIs Summary-Neal Gupta ● FY 25 Agency Planning Template Guidance ○ Tabs 0-1: Carley Jackson ○ Tabs 2-4: Richard Schreiber ○ Tabs 5-7: Carley Jackson ● Close Out-Carley Jackson 2 Category Management KPIs Summary 3 FY24-KPI Progress Year to Date 4 Long-Term Government-Wide CM Goals ● SUM: 80% govt.-wide, with an 80% SUM target by FY29 for each agency ● BIC: 15% govt.-wide by FY29, with a 15% growth rate for agencies ● Maturity Framework: Each agency to achieve at least 80%(“Optimized”) in overall Framework rating by FY29 ● Training: No long-term target set at this time 5 FY25 In-Year CM Key Performance Indicators (KPIs) ● Government-wide SUM goal: 77.5% ○ As agreed in FY24, all agencies’ targets for FY25 will be incremental steps along a ﬁve-year plan with a universal end-goal of 80% by FY29 ● Government-wide BIC goal: 12.6%, set as an incremental step on the path from the baseline level to 15% by FY29 ● Government-wide Training target: 26,000 6 FY25 Spend Under Management ● Mature-state assessment supports a FY29 govt.-wide SUM target of 80% ● As agreed in FY24, agency targets for FY25 will be incremental steps along a ﬁve-year plan with a universal end-goal of 80% ● FY25 govt.-wide SUM goal: 77.5% ● Each agency's long-term path to 80% as provided in FY24 remains in place for FY25 7 FY25 Agency SUM Targets | Agency | FY23 Actuals | FY24 Target | FY25 Target | | --- | --- | --- | --- | | ARMY | 67.5% | 70.50% | 72.5% | | DAF | 71.0% | 69.70% | 71.5% | | DHS | 81.4% | 80.00% | 80.0% | | DLA | 94.1% | 92.00% | 92.0% | | DOC | 70.6% | 72.50% | 73.9% | | DOE | 94.3% | 88.00% | 88.0% | | DOI | 62.4% | 69.00% | 71.3% | | DOJ | 54.9% | 64.00% | 67.3% | | DOL | 57.7% | 65.00% | 68.0% | | DOT | 55.9% | 58.50% | 62.7% | | ED | 74.3% | 76.00% | 77.0% | | EPA | 75.1% | 62.50% | 66.0% | | GSA | 89.3% | 92.70% | 92.7% | | HHS | 50.6% | 48.50% | 54.7% | | Agency | FY23 Actuals | FY24 Target | FY25 Target | | --- | --- | --- | --- | | HUD | 72.4% | 58.00% | 62.4% | | NASA | 94.5% | 85.50% | 85.5% | | NAVY | 79.0% | 72.00% | 73.7% | | NRC | 87.3% | 89.00% | 89.0% | | NSF | 86.5% | 91.00% | 91.0% | | OPM | 84.6% | 95.00% | 95.0% | | OSD | 77.0% | 80.00% | 80.0% | | SBA | 99.5% | 86.00% | 86.0% | | SSA | 82.6% | 80.00% | 80.0% | | STATE | 66.1% | 67.50% | 70.0% | | TREASURY | 89.8% | 80.60% | 80.6% | | USAID | 76.4% | 77.00% | 78.0% | | USDA | 70.7% | 78.00% | 79.0% | | VA | 90.5% | 90.00% | 90.0% | 8 FY25 Best in Class: New long-term target ● Long-term govt.-wide BIC target of 15% by FY29 ● Agency missions and existing pool of BICs do not support a universal agency-wide BIC target, but similar growth paths are possible ○ All agencies with BIC utilization below 20% have a long-term growth-rate target of 15% by FY29, using their FY23 actual BIC utilization as the baseline ○ Agencies above 20% BIC utilization have been requested to provide OMB with their long-term steady state BIC target ● FY25 govt.-wide BIC goal: 12.6%, set as an incremental step on the path from the baseline level to 15% 9 FY25 Agency BIC Targets | Agency | FY23 year-end BIC actuals | FY24 Target | FY25 Target | | --- | --- | --- | --- | | ARMY | 9.1% | 7.4% | 9.6% | | DAF | 16.4% | 14.7% | 17.2% | | DHS | 26.4% | 24.5% | 24.5% | | DLA | 22.4% | 20.5% | 20.5% | | DOC | 19.4% | 18.7% | 19.6% | | DOE | 0.7% | 1.0% | 0.7% | | DOI | 6.0% | 9.4% | 6.3% | | DOJ | 20.7% | 19.9% | 19.9% | | DOL | 14.3% | 15.1% | 15.0% | | DOT | 2.8% | 5.1% | 3.0% | | ED | 14.4% | 16.3% | 15.1% | | EPA | 14.8% | 19.8% | 15.6% | | GSA | 36.9% | 36.2% | 36.0% | | HHS | 13.0% | 12.6% | 13.6% | | Agency | FY23 year-end BIC actuals | FY24 Target | FY25 target | | --- | --- | --- | --- | | HUD | 25.4% | 11.8% | 20% | | NASA | 3.2% | 4.5% |

FAQs

What are the FY25 government-wide SUM, BIC, and training targets?

The FY25 government-wide SUM goal is 77.5%, the government-wide BIC goal is 12.6%, and the government-wide training target is 26,000. These are positioned as incremental steps toward FY29 end goals.

How do agency FY25 SUM targets relate to the FY29 universal end-goal?

Agency FY25 SUM targets are defined as incremental steps within a five-year plan agreed in FY24, with a universal end goal of 80% by FY29. Each agency’s long-term path provided in FY24 remains in place for FY25.

What logic determines FY25 long-term BIC targets for agencies?

Agencies with BIC utilization below 20% receive a long-term growth-rate target to reach 15% by FY29, using FY23 actual utilization as the baseline. Agencies above 20% are asked to provide OMB with their long-term steady-state BIC target.

Sep 12, 2026

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