A Report on the Actuarial, Marketing, and Legal Analyses of the CLASS Program

Appendix K: Early Meetings with Stakeholders

PDF Version: http://aspe.hhs.gov/daltcp/reports/2011/class/appK.pdf (4 PDF pages)

Early Meetings with Stakeholders*

* - All meetings, unless otherwise noted, are general information on CLASS and were attended by Dr. Richard Frank, Deputy Assistant Secretary for Disability, Aging and Long-Term Care Policy in the Office of the Assistant Secretary for Planning and Evaluation (ASPE) at HHS and his staff.

• September 3, 2009 with Connie Garner of Senate HELP
• September 8, 2009 with staff from Social Security Administration including Angela Arnett and Thomas Parrott and Meena Seshamaniof the Office of Health Reform (OHR)
• September 14, 2009 with Ann Tumlinson of AvalereHealth
• September 21, 2009 with the Lewin Group
• September 22, 2009 with the Lewin Group
• November 3, 2009 call with Judy Feder of Georgetown University
• December 16, 2009 Meeting with Bob Glover of the National Association of State Medicaid Directors
• December 17, 2009 Meeting with Gretchen Alkema of the Scan Foundation and Judy Feder
• December 21, 2009 Meeting with Robyn Stone of AAHSA
• January 5, 2010 Meeting with Nancy Thaler and Chas Moseley from the National Association of State Directors of Developmental Disabilities Services
• March 9, 2010 Meeting with Stephen Goss of SSA
• March 23, 2010 Meeting with Stephen Goss of SSA
• April 7, 2010 Meeting with Univita Health
• April 14, 2010 Meeting with the Public Sector CEO Association Meeting including Bob Glover and Meighan Haupt
• April 21, 2010 Meeting with Connie Garner of Senate HELP and Bruce King
• April 22, 2010 Meeting on Regulations on the CLASS Act with Cori Uccello of the American Academy of Actuaries
• May 4, 2010 Meeting with Janet Forlini of NCOA
• May 12, 2010 Meeting with Lee Goldberg of SEIU
• May 13, 2010 Meeting with National Association of Insurance Commissioners
• May 14, 2010 Meeting on CLASS and Medicaid with OGC
• May 17, 2010 Meeting with Karl Polzer of the National Center for Assisted Living in AHCA
• June 3, 2010 Meeting with Larry Rubin, Eric Trowbridge and Laura Cox Kaplan of Pricewaterhouse Cooper
• June 15, 2010 Meeting with Rhonda Richards of AARP
• June 23, 2010 Meeting with Marc Cohen of LifePlans, Inc.
• June 25, 2010 Meeting on Cash Benefits under CLASS with Paul Van de Water with the Center on Budget and Policy Priorities
• June 25, 2010 Meeting with Kathy Greenlee (AoA) and Gretchen Alkemafrom SCAN Foundation
• June 30, 2010 Meeting with Jeremy Pincus of the Forbes Consulting Group
• June 30, 2010 Meeting with Pete Isberg with ADP (Automatic Data Processing Inc.)
• July 12, 2010 Meeting with Katie Maslow of the Alzheimer’s Association
• July 15, 2010 Meeting on Administrative Expenses under the CLASS Program with John Wilkin from the Actuarial Research Corporation (ARC)
• July 20, 2010 Meeting with Gretchen Alkema from SCAN Foundation
• July 22, 2010 Meeting on the CLASS Model with John Wilkin from ARC
• August 13, 2010 Meeting to discuss the CLASS model with John Wilkin, Gordon Trapnell, Eddie Armentrout and Mike Sandler of ARC
• August 19, 2010 Meeting with Jay Greenberg from NCOA
• August 20, 2010 Meeting with Jim Firman from NCOA
• August 24, 2010 Meeting with Bruce Chernoff and Gretchen Alkema from SCAN Foundation
• September 2, 2010 Meeting with David Dranove from Northwestern University
• September 14, 2010 Meeting with Brian Burwell (Thomson Reuters) and LinaWalker of AARP
• September 22, 2010 CLASS Act Models Meeting (See Appendix N for more detail)
• September 28, 2010 Meeting with Jeremy Pincus of the Forbes Consulting Group
• October 5, 2010 Meeting on CLASS Model with John Wilkin (ARC)
• October 8, 2010 Meeting with Avalere Health including Ann Tumlinson and Elana Stair
• October 22, 2010 Meeting with David Dranove of Northwestern University
• October 26, 2010 Meeting with Peter Arno from New York Medical College
• November 3, 2010 Meeting with ARC staff on CLASS Model
• November 9, 2010 Meeting with Gretchen Alkema from the SCAN Foundation
• November 9, 2010 Meeting with Marc Cohen from LifePlans, Inc.
• November 17, 2010 Meeting with AARP including Alyson Burns, Susan Lutz, Milagros Lunaria and Rhonda Richards
• November 18, 2010 Meeting with Allison Siegwarth from Bazelon Center for Mental Health Law
• November 18, 2010 Meeting with Avalere Health including Anne Tumlinson, Eric Hammelman, Ng Weiwen and Elana Stair
• November 19, 2010 Meeting with Connie Garner from Senate HELP
• November 22, 2010 Interview on Bloomberg News with Peggy Collins
• November 23, 2010 Meeting with David Dranove of Northwestern University
• November 29, 2010 Meeting with Pete Isberg from ADP
• November 30, 2010 Meeting with David Dranove, Cory Capps and Lenore Daffny from Northwestern University
• December 3, 2010 Meeting with Connie Garner and AdvanceCLASS board members
• December 9, 2010 Speech at LongTerm Care Discussion Group (AHIP)
• December 9, 2010 Meeting with SCAN Foundation
• December 10, 2010 Meeting with ARC Staff
• December 15, 2010 Meeting on Avalere Health CLASS Model with Avalere Health staff
• January 3, 2011 Meeting with ARC Staff
• January 3, 2011 Meeting with Richard Johnson of Urban Institute
• January 6, 2011 Participated in Webinar on Adults Ages 5064 and the ACA
• January 14, 2011 Meeting with Connie Garner and AdvanceCLASSboard
• January 21, 2011 Meeting with ARC Staff
• January 28, 2011 Meeting with ARC Staff
• January 31, 2011 Meeting with Judy Feder
• February 3, 2011 Meeting with Connie Garner
• February 3, 2011 CLASS Briefing for Hill Staff (Rayburn 2122)
• February 4, 2011 CLASS Briefing for Hill Staff (Dirksen 211)
• February 8, 2011 Meeting with Avalere Health staff
• February 8, 2011 Meeting with Gretchen Alkema from SCAN Foundation
• February 10, 2011 CLASS models’ Actuarial Meeting with AvalereHealth and ARC staff
• February 16, 2011 Meeting with SCAN Foundation
• February 17, 2011 Interview with Robert Pear of the New York Times
• February 18, 2011 CLASS Briefing for Senator Durbin’s staff (Hart 711)
• February 23, 2011 Meeting with SCAN Foundation
• March 4, 2011 CLASS Briefing for Senator Thune and Congressman Boustany’s staff (Russell 493)

A REPORT ON THE ACTUARIAL, MARKETING, AND LEGAL ANALYSES OF THE CLASS PROGRAM

For additional information, you may visit the DALTCP home page at http://aspe.hhs.gov/_/office_specific/daltcp.cfm or contact the office at HHS/ASPE/DALTCP, Room 424E, H.H. Humphrey Building, 200 Independence Avenue, SW, Washington, DC 20201. The e-mail address is: webmaster.DALTCP@hhs.gov.

Files Available for This Report

Main Report

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/index.shtml

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/index.pdf [48 PDF pages]

APPENDIX A: Key Provisions of Title VIII of the ACA, which Establishes the CLASS Program

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appA.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appA.pdf [6 PDF pages]

APPENDIX B: HHS Letters to Congress About Intent to Create Independent CLASS Office

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appB.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appB.pdf [11 PDF pages]

APPENDIX C: Federal Register Announcement Establishing CLASS Office

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appC.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appC.pdf [2 PDF pages]

APPENDIX D: CLASS Office Organizational Chart

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appD.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appD.pdf [2 PDF pages]

APPENDIX E: CLASS Process Flow Chart

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appE.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appE.pdf [2 PDF pages]

APPENDIX F: Federal Register Announcement for CLASS Independence Advisory Council

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appF.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appF.pdf [3 PDF pages]

APPENDIX G: Personal Care Attendants Workforce Advisory Panel

Full Appendix

   HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appG.htm

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appG.pdf [6 PDF pages]

Ga: Federal Register Announcement for Personal Care Attendants Workforce Advisory Panel

    PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appGa.pdf [3 PDF pages]

Gb: Advisory Panel List of Members

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appGb.pdf [2 PDF pages]

APPENDIX H: Policy Papers Discussed by the LTC Work Group

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appH.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appH.pdf [36 PDF pages]

APPENDIX I: CLASS Administration Systems Analysis and RFI

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appI.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appI.pdf [10 PDF pages]

APPENDIX J: Additional Analyses for Early Policy Analysis

Full Appendix

   HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appJ.htm

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appJ.pdf [150 PDF pages]

Ja: A Profile of Declined Long-Term Care Insurance Applicants

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appJa.pdf [23 PDF pages]

Jb: CLASS Program Benefit Triggers and Cognitive Impairment

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appJb.pdf [65 PDF pages]

Jc: Strategic Analysis of HHS Entry into the Long-Term Care Insurance Market

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appJc.pdf [33 PDF pages]

Jd: Managing a Cash Benefit Design in Long-Term Care Insurance

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appJd.pdf [28 PDF pages]

APPENDIX K: Early Meetings with Stakeholders

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appK.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appK.pdf [4 PDF pages]

APPENDIX L: In-Depth Description of ARC Model

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appL.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appL.pdf [62 PDF pages]

APPENDIX M: In-Depth Description of AvalereHealth Model

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appM.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appM.pdf [23 PDF pages]

APPENDIX N: September 22, 2010 Technical Experts Meeting

Full Appendix

   HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appN.htm

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appN.pdf [37 PDF pages]

Na: Agenda, List of Participants, and Speaker Bios

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appNa.pdf [7 PDF pages]

Nb: Presentation Entitled "Actuarial Research Corporation's Long Term Care Insurance Model"

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appNb.pdf [11 PDF pages]

Nc: Presentation Entitled "The Long-Term Care Policy Simulator Model"

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appNc.pdf [11 PDF pages]

Nd: Presentation Entitled "Comments on 'The Long-Term Care Policy Simulator Model'"

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appNd.pdf [7 PDF pages]

APPENDIX O: Actuarial Report on the Development of CLASS Benefit Plans

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appO.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appO.pdf [47 PDF pages]

APPENDIX P: June 22, 2011 Technical Experts Meeting

Full Appendix

   HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appP.htm

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appP.pdf [46 PDF pages]

Pa: Agenda and Discussion Issues and Questions

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appPa.pdf [8 PDF pages]

Pb: Presentation Entitled "Core Assumptions and Model Outputs"

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appPb.pdf [7 PDF pages]

Pc: Presentation Entitled "Actuarial Research Corporation's Long Term Care Insurance Model"

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appPc.pdf [11 PDF pages]

Pd: Presentation Entitled "The Avalere Long-Term Care Policy Simulator Model"

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appPd.pdf [11 PDF pages]

Pe: Presentation Entitled "Alternative Approaches to CLASS Benefit Design: The CLASS Partnership"

   PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appPe.pdf [8 PDF pages]

APPENDIX Q: Table 2: Actuarial and Demographic Assumptions

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appQ.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appQ.pdf [2 PDF pages]

APPENDIX R: Figure 1: Daily Benefit Amount for Increased Benefit

HTML   http://aspe.hhs.gov/daltcp/reports/2011/class/appR.htm

PDF   http://aspe.hhs.gov/daltcp/reports/2011/class/appR.pdf [2 PDF pages]

To obtain a printed copy of this report, send the full report title and your mailing information to:

U.S. Department of Health and Human Services
Office of Disability, Aging and Long-Term Care Policy
Room 424E, H.H. Humphrey Building
200 Independence Avenue, S.W.
Washington, D.C. 20201
FAX:  202-401-7733
Email:  webmaster.DALTCP@hhs.gov

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Last Updated:  11/16/2011