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The Shared Services IPT set out to create a roadmap for development, publication, and use of shared services. In pursuit of that outcome, the IPT defined a set of nine workstreams to help accomplish the necessary learning and coalescing of ideas to provide structure and guidance to service developers and users.

The IPT completed Phase 1 in August 2016, providing the Interoperability and Operations Team with a report of its work including a list of 14 recommendations for subsequent phases.


  1. Establish Initial Shared Services Vision, Principles and Policies to include a statement of the objectives and benefits of shared services, a set of terms for discussing shared services with a common vernacular, a description of roles and expectations for those engaged with shared services, and recommendations regarding governance and performance tracking.
  2. Identification, Planning, and Development of Shared Services for Adoption, which addresses drafting a framework for prioritizing development of shared services and allocation of resources to support development.
  3. Framework for Promoting and Monitoring User Adoption and Retention that adopted the idea of a sales pipeline to promote shared services and monitor user adoption.
  4. Maintaining, Operating, and Iterating Shared Services, which called for collection of lessons learned and best practices.


The IPT consisted of U.S. EPA, state, and tribal members. Subgroups of the full IPT convened to address each of the following work streams: define conventions necessary for shared services; compile lessons learned and best practices when developing shared services; test a small-scale shared service; and draft preliminary guidance for business rules and governance for shared services.


The group succeeded in better defining the work needed to collaboratively develop, publish, and use shared services. Some of the identified next steps include: promoting use and upgrading of existing shared services; adopting existing technology conventions relevant to identified use cases and developing additional conventions as needed; developing small-scale shared services to test and establish best practices and identify where guidance is needed; jointly developing a list of priority shared services to build; and further defining the nature of governance of joint shared services. The group also drafted business rules for shared services and collated a set of lessons learned.