A Report on the Actuarial, Marketing, and Legal Analyses of the CLASS Program. Appendix K: Early Meetings with Stakeholders

10/14/2011

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)

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