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 Alzheimers
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 Durbins staff
(Hart 711)
- February 23, 2011 Meeting with SCAN Foundation
- March 4, 2011 CLASS Briefing for Senator Thune and Congressman
Boustanys staff (Russell 493)
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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Services (HHS)
Last Updated: 11/16/2011