U.S. DEPARTMENT OF VETERANS AFFAIRS Corporate Senior Executive Management Office Washington, DC 20420 July 9, 2018 Austin R. Evers 1030 15th Street, NW Suite B255 Washington, DC 20005 In Reply Refer To: FOIA 18-02021-F Dear Mr. Evers: This responds to your Freedom of Information Act (FOIA) request dated November 28, 2017. This letter is the initial agency decision on your request under the Freedom of Information Act (FOIA), 5 U.S.C. § 552, for: 1. Records sufficient to identify all employees who entered into a position at the agency as “political appointees” since March 17, 2017 and the title or position of each employee (to the extent that such individuals have held multiple titles or positions since March 17, 2017 identify each title or position). For purposes of this request, please consider any employee in a PAS position, a presidentiallyappointed position, a non-career SES position, a Schedule C position, or any administratively-determined position to be a “political appointee”. 2. Records sufficient to identify all career employees who have been detailed into a leadership office or component front office since March 17, 2017; the title or position of each employee while on detail; and each employee’s originating agency or component,and prior title (to the extent that such individuals have held multiple titles or positions since March 17, 2017, identify each title or position). 3. Names and resumes of anyone from the transition teams or beachhead teams who have joined the agency in full-time capacity, either as career, political, or administratively determined positions since March 17, 2017. For the purposes of this request, please include any employee who previously had a temporary or provisional appointment at VA before March 17, 2017, and took on a permanent appoint after that date. 4. For each individual identified in response to requests 1 to 3: a. The resume provided by the individual to the agency in connection with determining the appropriate salary for the individual, or, if that is not available, a recent resume contained within the agency’s records. b. Any conflicts or ethics waivers or authorizations for the individual, including authorizations pursuant to 5 C.F.R. § 2635.502. pVERSIGHT VA-17-0566-A-000001 Page 2. c. Records reflecting any recusal determination made or issued for the individual. d. Copies of any SF-50 forms for the individual reflecting any change in position or title, including when the employee enters or leaves a position. Your original request for these items was forwarded from the VACO FOIA Officer to the Corporate Senior Executive Management Office (CSEMO) FOIA Officer on November 29, 2017 for further processing and direct response to you. However, it was not completed. Your request was re-sent and received on April 25, 2018. The date range used to gather the information was March 17, 2017 through April 27, 2018. CSEMO’s Recruitment and Operations Division conducted a search for documents responsive to items #1 – 3 and #4 (a) and #4 (d). The search was conducted using VA’s Human Resources Information Service (HRIS) database and electronic Official Personnel Files (eOPF). Items #4 (b) and #4 (c) will be provided by M. Renee Baxter from VA’s Office of General Counsel under FOIA #18-07509-F. You may contact Ms. Baxter at: U.S. Department of Veterans Affairs Office of General Counsel FOIA Officer: M. Renee Baxter 810 Vermont Avenue, NW, (026) Washington, DC 20420 Email: ogcfoiarequests@va.gov Phone: (202) 461-7860 Fax: (202) 273-9299 At the conclusion of the search, 7 documents, totaling 249 pages, were determined to be responsive to your request. However, it was also determined clarification is needed for item #2. The FOIA provides that agencies are to search for records responsive to FOIA requests that “reasonably describe” the records requested. Essentially, CSEMO will search for records responsive to a FOIA request when that request describes the records sought so that a professional agency employee familiar with the subject area may identify the records that would be responsive to the FOIA request and locate those records with a “reasonable amount of effort”. For example, a request for any and all documents that refer or relate in any way to a subject generally would not be considered to reasonably describe the records requested, and would impose an unduly burdensome search responsibility on CSEMO. We have determined that item #2 of your FOIA request does not reasonably describe the records with sufficient particularity for CSEMO employees to identify and search for the records with a reasonable amount of effort. Specifically, when you say “career employees”, do you mean General Schedule (GS) or Senior Executive Service (SES)? In addition, can you specify which “leadership office or component front office”? Please provide the office names for which you are referring. In accordance with VA’s implementing regulations, found at 38 C.F.R. § 1.554(d)(4), I am providing you with 30 calendar days to provide clarification on your request for item #2. If I have not heard from you by August 8, 2018, I will assume that you are no longer AMERICAN PVERSIGHT VA-17-0566-A-000002 Page 3. interested in pursuing item #2 of your request and will take the appropriate measures to administratively close your request. My review of the documents revealed that items #3, #4 (a), and #4 (d) contained partial information that falls within the disclosure protections of FOIA Exemption 6, 5 U.S.C. § 552(b)(6). FOIA Exemption 6 permits VA to withhold a document or information contained within a document if disclosure of the information would constitute a clearly unwarranted invasion of a living individual’s personal privacy. Stated another way, VA may withhold information under FOIA Exemption 6 where disclosure of the information, either by itself or in conjunction with other information available to either the public or the FOIA requester, would result in an unwarranted invasion of an individual’s personal privacy without contributing significantly to the public’s understanding of the activities of the Federal government. Specifically, the information being withheld, under FOIA Exemption 6, consists of: From the resumes – individual personal addresses, phone numbers, email addresses, supervisors’ names and contact information, security clearance information, and nonFederal salary information; from the SF-50 forms – social security numbers, dates of birth, veterans preference, life insurance selection, retirement plan, service computation date, and creditable military service time information. The coverage of FOIA Exemption 6 is absolute unless the FOIA requester can demonstrate a countervailing public interest in the requested information by demonstrating that the individual is in a position to provide the requested information to members of the general public and that the information requested contributes significantly to the public’s understanding of the activities of the Federal government. Additionally, the requester must demonstrate how the public’s need to understand the information significantly outweighs the privacy interest of the person to whom the information pertains. Upon consideration of the materials provided, I have not been able to identify a countervailing public interest of sufficient magnitude to outweigh the privacy interest in this case. The individuals associated with this information have a personal privacy interest in information that outweighs any public interest served by disclosure of their identities under FOIA. Consequently, I am denying portions of your request for this information under FOIA Exemption 6, 5 U.S.C. § 552 (b)(6). If you disagree with my determination to withhold the information under FOIA Exemption 6 response, please be advised you may appeal to: Office of General Counsel (024) Department of Veterans Affairs 810 Vermont Avenue, N.W. Washington, D.C. 20420 Email: ogcfoiaappeals@va.gov If you should choose to file an appeal, your appeal must be postmarked or electronically transmitted no later than ninety (90) calendar days from the date of this letter. Please include a copy of this letter with your written appeal and clearly state why you disagree with the determinations set forth in this response. AMERICAN PVERSIGHT VA-17-0566-A-000003 Page 4. In addition to filing an appeal with the Office of General Counsel regarding my determination, you may also seek assistance and/or dispute resolution services regarding your FOIA request from VHA’s FOIA Public Liaison and or Office of Government Information Services (OGIS) as provided below: VHA FOIA Public Liaison: Email Address: vhafoia2@va.gov Phone Number: (877) 461-5038 Office of Government Information Services (OGIS) Email: ogis@nara.gov Fax: (202) 741-5769 Mailing address: Office of Government Information Services National Archives and Records Administration 8601 Adelphi Road College Park, MD 20740-6001 Thank you for your interest in VA. If you have any further questions, please feel free to contact me at (202) 461-7812. Sincerely, Kimberly Dori Policy Program Manager & FOIA Officer R pVERSIGHT VA-17-0566-A-000004 Political Appointees (Bolded Position Signifies Current Position) Onboard Since 03/17/17 through 04/27/2018 Name Title Grade Appt Date Beachhead Team Status** Separation Date Presidential Appointment (Senate Confirmation Required) (PAS) Shulkin, David J. Secretary EX 2/14/2017 3/28/2018 Bowman, Thomas G. Deputy Secretary EX 8/4/2017 6/15/2018 Reeves, Randy C. Under Secretary for Memorial Affairs EX 11/21/2017 Lawrence, Paul R. Under Secretary for Benefits EX 4/27/2018 Mason, Cheryl Chairman, Boad of Veterans Appeals Assistant Secretary for Congressional and Legislative Affairs EX 11/21/2017 EX 8/9/2017 Senior Advisor (Legislative) GS 1/30/2017 Glynn, Melissa Sue* Assistant Secretary for Enterprise Integration EX 12/11/2017 Byrne, James M. General Counsel EX 8/9/2017 Chief Financial Officer/Assistant Secretary EX 1/4/2018 for Management Assistant Secretary for Human Resources EX 6/19/2017 and Administration Assistant Secretary for Operations, Security EX 7/11/2017 and Preparedness Assistant Secretary for Public and EX 4/11/2017 Intergovernmental Affairs Non-Career SES Appointees Tucker, Brooks D.* Rychalski, Jon J. Shelby, Peter J. Loren, Donald P. Ullyot, Jonathan L. Balland, David J. VERSIGHT DAS, Congressional Affairs (OCLA) ES Page 1 of 4 Transition Team member original start date: 01/30/17 as Transitional Schedule C 8/2/2017 VA-17-0566-A-000005 Senior Advisor (OSVA) ES 4/9/2018 Program Manager (Temporary Appointment) GS 9/17/2017 Senior Advisor (Finance & Budget) GS 1/20/2017 Connell, Lawrence B.* Davis, Lynda C.* Senior Advisor/Chief Veteran Experience Officer ES 3/28/2017 Deputy Chief of Staff ES 3/7/2018 Senior Advisor OAWP Senior Advisor (Human Resources Administration) Deputy Assistant Secretary, Public Affairs (OPIA) Director of Public Affairs GS 10/5/2017 GS 2/6/2017 ES 10/15/2017 ES 6/25/2017 Hayes-Byrd, Jacquelyn D. Hutton, James E. Leinenkugel, Thomas Jacob (Jake)* Nicholas, Kirk M. O'Rourke, Peter M. VERSIGHT Senior White House Advisor ES 3/22/2017 Senior Advisor Executive Director,Office of Accountability and Whistleblower Protection (OAWP) Chief of Staff ES 9/12/2017 ES 3/28/2018 ES 3/1/2018 Executive Director, OAWP ES 6/28/2017 Senior Advisor Appeals GS 1/20/2017 Page 2 of 4 Transition Team member original start date: 01/20/17 as Transitional Schedule C Transition Team member original start date: 01/20/17 as LimitedTerm SES Transition Team member original start date: 2/6/17 as Transitional Schedule C Transition Team member original start date: 01/20/17 as LimitedTerm SES Transition Team member original start date: 01/20/17 as Transitional Schedule C VA-17-0566-A-000006 Senior Advisor (VHA) ES 8/6/2017 Senior Advisor (Office of the Secretatry) GS 5/19/2017 Senior Advisor ES 3/23/2017 Sandoval, Camilo Selnick, Darin S.* Senior Advisor (Policy and Planning) ES 1/23/2017 ES 8/2/2017 Verschoor, Thayer Executive Director, State and Local Government Relations (OPIA) Executive Director, IGA (OPIA) ES 7/23/2017 Wagner, John E. Principal Deputy Assistant Secretary, OPIA ES 6/14/2017 Syrek, Christopher Transition Team member original start date: 01/23/17 as LimitedTerm SES 3/31/2018 Schedule C and White House Fellow (Schedule A) Anderson, Christopher Special Assistant (OCLA) GS 7/10/2017 Bailey, Aaron K. Senior Advisor for Investigations GS 4/2/2018 Blaha, Lydia* Special Assistant/Deputy Press Secretary GS 5/14/2017 Cashour, Curtis Special Assistant/Press Secretary GS 6/8/2017 Haverstock, Cathleen A. Special Assistant GS 6/28/2017 Lukach, Michael A.* Spero, Casin Special Assistant/White House Liaison GS 6/15/2017 Special Assistant/White House Liaison GS 1/16/2018 Special Assistant GS 5/10/2017 Transition Team member original start date: 01/23/17 as Transitional Schedule C 6/2/2018 Transition Team member original start date: 01/20/17 as Transitional Schedule C 9/29/2017 Consultant VERSIGHT Page 3 of 4 VA-17-0566-A-000007 Collier, Matthew Consultant EF 5/8/2017 Transition Team member original start date: 5/8/17 7/22/2017 Fureigh, Brandon Consultant EF 5/8/2017 Transition Team member original start date: 5/8/17 10/13/2017 * Previous temporary or provisional appiontment at VA before 3/17/17 and took on a permanent appointment after that date ** Beachhead Team members who joined the agency in full-time capacity since March 17, 2017 VERSIGHT Page 4 of 4 VA-17-0566-A-000008 Academic Curriculum Vitae David Jonathon Shulkin, M.D. Address: Citizenship: U.S.A. Education: B.A. Hampshire College D. Medical College of Pennsylvania Postgraduate Training and Fellowship Appointments: National Health Policy Fellow, U.S. Senate Committee on Aging Intern in Internal Medicine, Yale-New Haven Hospital/St. Raphael Hospital, New Haven, CT Resident in Internal Medicine, Presbyterian University Hospital, Pittsburgh, PA General Medical Fellow, Presbyterian University Hospital, Pittsburgh, PA Robert Wood Johnson Foundation Clinical Scholar, University of Pennsylvania, Philadelphia, PA Military Service: None 1 AMER CAN pVERSIGHT VA-17-0566-A-000009 Faculty and Academic Appointments: July 1990-1992 Post-Doctoral Fellow in Medicine , School of Medicine University of Pennsylvania July 1990- 2001 Senior Fellow, Leonard Davis Institute, The Wharton School of the University of Pennsylvania Sept. 1992-1997 Assistant Professor of Medicine , University of Pennsylvania School of Medicine July 1993-1999 Associate Scholar, Center for Clinical Epidemiology and Biostatistics , University of Pennsylvania Medical Center June 1997-2000 Associate Professor of Medicine, University of Pennsylvania School of Medicine July 1995-1999 Fellow, Institute on Aging, University of Pennsylvania January 2000-2002 Adjunct Associate Professor of Medicine, University of Pennsylvania School of Medicine July 2001- Present Senior Fellow (Adjunct) , Leonard Davis Institute of Health Economics, University of Pennsylvania July 2002-2004 Professor of Medicine , Drexel University School of Medicine September 2002 Vice Chairman, Department of Medicine Drexel University School of Medicine October 2002-October 2003 Chief and Co-Chairman, Department of Medicine Drexel University School of Medicine October 2003- 2004 Vice Dean, Drexel University School of Medicine March 2004- July 2006 Professor of Medicine , Temple University School of Medicine July 2006- 2010 Professor of Medicine- Albert Einstein School of Medicine January 2009-2011 Professor of Medicine (Honorary)- Guandong University Hospital - Gongzou, China July 2009- Present Senior Fellow- Health , Education , and Research Trust American Hospital Association August 2009- March 2012 Senior Fellow, Thomas Jefferson University School of Population Health 2 AMERICAN PVERSIGHT VA-17-0566-A-000010 November 2010- Present Professor of Medicine , Mt. Sinai School of Medicine New York, NY December 2013 - Present Faculty , Institute for Population Health, Atlantic Health System Morristown , NJ Hospital, Administrative, and Executive Appointments: Jan .1991-Jan. l 993 Director of Clinical Outcome Assessment and Quality Management , Hospital of the University of Pennsylvania Feb.1993-Nov. 1997 Chief Medical Officer , University of Pennsylvania Hospitals (Hospital of the University of Pennsylvania and Presbyterian Medical Center) Feb .1997-Nov. 1998 Chief Medical Officer, University of Pennsylvania Hospitals, Chief Quality Officer, University of Pennsylvania Health System Dec.1998-Oct 1999 Chief Medical Officer and Chief Quality Officer, University of Pennsylvania Health System, Senior Executive Managed Care Contracting and Operations Nov 1999- July 2002 Chief Executive Officer , DoctorQuality, Inc. Nov 1999- July 2002 Chairman and Founder , DoctorQuality , Inc. July 2002- March 2004 Chief Quality Officer, Drexel University School of Medicine July 2002- March 2004 Chief Medical Officer, Medical College of Pennsylvania Hospital October 2003-March 2004 Vice Dean, Drexel University School of Medicine March 2004- July 2005 Chief Medical Officer , Temple University Hospital July 2005- April 2009 President and Chief Executive Officer, Beth Israel Medical Center, New York, NY April 2009- January 2010 Interim Executive Management, Kennedy Health System Voorhees, NJ January 2010- Present President , Morristown Memorial Hospital Vice President , Atlantic Health, Morristown, NJ President , Primary Care Partners 3 AMERICAN PVERSIGHT VA-17-0566-A-000011 President, Atlantic Accountable Care Organization President, Practice Associates Medical Group Atlantic Health System , Morristown, NJ Hospital Privileges March 2010- Present Active Staff, Morristown Memorial Hospital September 2005-March 2010 Active Staff, Beth Israel Medical Center March 2004- Nov 2005 Active Staff, Temple University Hospital Jan 1992- 2004 Active Staff, Hospital University of Pennsylvania, Medical College of Pennsylvania Hospital, Hahnemann University Hospital Specialty Certification: 1989 Licensure: American Board Internal Medicine Pennsylvania, New York , New Jersey Awards, Honors, Recognitions, and Membership in Honorary Societies: 1986 0. Eugene Baum Memorial Prize for Scholastic Excellence, Medical College of Pennsylvania 1988-89 AMA/Burroughs Welcome Leadership Award, Awarded for leadership in community services 1989 Finalist, American College of Physicians, Poster Competition 1989 Medical Journalism Award, awarded by Sandoz Pharmaceuticals for the Physicians for Research in Cost­ Effectiveness (PRICE) Newsletter excellence in design and editorial content 4 AMERICAN pVERSIGHT VA-17-0566-A-000012 1994 Top 40 Philadelphians Under 40, awarded by the Philadelphia Business Journal for recognition for achievements and contributions to the community 1994 Health Care Hero's Award, awarded by the Philadelphia Business Journal, for accomplishments in the Philadelphia health care community 1994 100 People to Watch, awarded by Business Philadelphia, in recognition of leadership 1995 Quality Recognition Award, awarded by the Philadelphia Chamber of Commerce for quality improvement efforts 1996 Quality Recognition Award, awarded by the Philadelphia Chamber of Commerce for quality improvement efforts 1997 PACE, Delaware Valley Quality Recognition Award 1997 1997 Up & Comers Healthcare Leaders For the Next Century Award, Modern Healthcare 1998 Fellow, American College of Physicians, American Society of Internal Medicine 1998 Alfred Stengel Health System Champion Award, University of Pennsylvania Health System 1998 Alpha Omega Alpha Honorary Society 1998 What Works Award, (Disease Management on the Intranet) Health Technology 1998 International Emerging Leaders Award, Healthcare Forum, Korn/Ferry 2005 Innovation Leadership Award, Temple University Health System 2006 National Medical Humanitarian Leadership Award Bikur Cholim, New York, ,NY 2007 Modern Health Care, IO Years Later- Star of the Class- Up and Corners 2007 Community Services Award, United Jewish Services 2008 100 Most Powerful People in Healthcare in America Modern Healthcare (ranked #86) 5 AMERICAN PVERSIGHT VA-17-0566-A-000013 2008 Latino Health Community Services Award New York, NY 2008 Council of Jewish Organizations- Medical Service Honoree Brooklyn, NY 2008 Fifty Most Powerful Physician Executives in the Country Modern Physician and Modern Healthcare 2009 Fifty Eight Hospital and Health Leaders Recognition Hospital Review Magazine -October 5, 2009 2009 New York Super Doctor- Internal Medicine New York Times Magazine 2009 Rosef Joseph Community Medical Award Council of Jewish Organizations, New York, NY 2009 Top Physician Leaders of Hospitals, Annual Listing The Health Review 2009 Fifty Most Powerful Physician Executives in the Country Modern Physician and Modem Healthcare 2011 Fifty Most Influential Physicians Executives in America, Modern Healthcare and Modern Physician 2012,2013 Top Physician .Leaders of Hospitals and Health Systems Becker's Hospital Review 2012 Proclamation of Recognition, Joint Legislative Resolution The State and General Assembly, State of New Jersey 2013 Mamoinides Humanitarian Award: New Jersey Health Professionals Division Israel Bonds. Livingston, NJ 2014 American Cancer Society - Annual Honoree Gladstone, NJ 2014 Becker 500 Top People in Healthcare 2014 Power Top 50 in New Jersey Healthcare- NJBIZ 2014 100 Most Influential Americans in Healthcare Finalist - Modern Healthcare 2014 Ten Physician Leaders to Follow on Twitter Becker's Health Review 2014 Top 100 Hospital Leaders Nationwide 6 AMERICAN PVERSIGHT VA-17-0566-A-000014 Becker's Hospital Review Institutional Sponsorship of Competitive Awards 1998 National Health Care Quality Award, National Committee on Quality , University of Pennsylvania Health System 1998 Ernest Codman Award, Joint Commission Accrediting Organization, University of Pennsylvania Health System 1998 Health Care Excellence Award , University of Pennsylvania Health System, Modern Health Care, MMI, Inc. 1999 Delaware Valley Quality Recognition Award, University of Pennsylvania Health System , Philadelphia Area Council for Exce1Ience 2000 Principles of Behavior Change , Disease Management Association of America, DoctorQuality Inc. 2008 Pinnacle Award for Quality , Beth Israel Medical Center Memberships in Professional and Scientific Societies: National Societies: American Co1Iege of Physicians (Member) American Medical Association (Member) Physicians for Research in Cost-Effectiveness (President, 1989-1994) Patient Safety Officer Society (President 2002-2009) Local Societies: Benjamin Franklin Society , University of Pennsylvania (Member)- 2004 Medical Group Management Association (Member)- 2003 Pennsylvania Medical Society (Member 1992-2001) Philadelphia County Medical Society (Board of Trustees, 1991-1992) Editorships: Editorial Boards: 1989-91 Cost-Effective/Quality Assurance Newsletter 1989-94 Physicians for Research in Cost-Effectiveness/ 7 AMERICAN PVERSIGHT VA-17-0566-A-000015 American College of Physician Executives Newsletter (Editor) 1990-91 Journal of the American Medical Association 1990-99 Healthcare Productivity Report 1991-92 Quality Care in a Cost-Conscious Environment Resident and Staff Physician (Editor) 1992 Cost-Effective Medical Care - the PRICE FORUM, Cortlandt Forum (Editor) 1992-2008 Hospital Physician (Medical Editor) 1994-97 The Journal of Subacute Care 1994-2000 Code Blue Stories, Hospital Physician (Editor) 1994-2007 Journal of Clinical Outcomes Management (JCOM) (Editor) 2001-2010 Editorial Board, Journal of Clinical Outcomes Management 1996-2004 Strategies in Health Care Excellence 1997-2000 Medical Management Network, Editorial Advisory Board 2001-2010 Disease Management, Editorial Board 2001 Forum Quality in Managed Care. American College of Medical Quality, Member 2002-2007 Editorial Advisory Board of the Joint Commission Journal of Quality Improvement 2003-2004 Editorial Board, Journal or Medical Risk 2007-2012 Editorial Board, Journal of Patient Safety 2009- Present Editorial Board, Population Health Management 2010-Present Editorial Board, Journal of Healthcare Quality 2010- 2012 Reviewer, Journal of Hospital Medicine Other Editorial Contributions: 1989-91 Contributor, Pennsylvania Medical Society Newsletter 1989-94 Contributor, American Medical News 8 AMERICAN PVERSIGHT VA-17-0566-A-000016 1989-94, Reviewer, Journal American Medical Association 1997-98 Keynoter, Disease Management Internet Site, Managed Care Magazine 2011 Guest Editor, Blood Stream Infections, Journal of Healthcare Quality Principal Investigator of Grants: 1990-91 Hospital Budget Analysis 1983-89. Shadyside Hospital Foundation, Pittsburgh, PA $10,000 1992-95 Academic Medical Center Consortium Sepsis Study. Principal Investigator, University of Pennsylvania Site $21,000 1993-95 Academic Medical Center Consortium Stroke Study. Principal Investigator, University of Pennsylvania Site, $18,900 1995-96 University of Pennsylvania/GMIS Fellowship in Quality Management and Managed Care, $250,000 1995-96 University of Pennsylvania/Hoechst Marion Roussel, Inc. Fellowship in Quality, $38,000 1996 Functional Status Measurement , U.S. Surgical Corporation, $8,000 1997 Outcomes of a Provider-Payer Diabetes Disease Management Program. Aetna - U.S. Healthcare Foundation, $716,523. 1997 Predictive Models for Hospital Discharge Locations, AetnaU.S. Healthcare Foundation,$500,000 1997 Implementation and Evaluation of the Disease Management Program for Patients with Diabetes Mellitus. Merck Co., Inc, $200,000. 1998 Economic Modeling of Quality Based Contracting. Robert Wood Johnson Foundation. $50,000 1999 Impact of Intention to Treat Information on Patient Decision Making, $25,000 Merck and Co. 2000 Clinical Decision Making in the Underserved Population , Agency for HealthCare Research and Quality, $99,700 9 AMERICAN PVERSIGHT VA-17-0566-A-000017 2001 Quality Based Measures and Reimbursement, Department of Public Welfare, Commonwealth of Pennsylvania, $450,000 2001 Consumers Choices in Asthma Care. Horizon Blue Cross and Blue Shield New Jersey, $98,000 2001 Winona Health Measurement Study, Cemer Corporation, $100,000 2005 Communication Mechanisms for Transfer of Clinical lnformation. Harvard Quality Partnership for Education (Robert Wood Johnson Foundation) $10,000 2005 Point of Care Technology- Rapid Response Teams 1-stat Corporation, $10,000 2008-2009 Center for Medicaid and Medicare Services- National Pay for Performance Demonstration Project- Beth Israel Medical Center Co-Investigator of Grants: 1992 Economic Analysis: Post-op External Nutrition, A Comparison of the Two External Diets. Co-Investigator, [Exemption 6] 1992-93 Academic Medical Center Consortium Appropriateness Study. Co-Investigator, [Exemption 6] 1994-95 Education in Primary Care. Administrative Medicine (Co-lnvestigator, J[Exemption 6] 1997-98 Partnerships for Quality Education. Pew Charitable Trust, University of Pennsylvania/Independence Blue Cross 1998-99 A Modular Cardiovascular Disease, Prevention Medical Nutrition Curriculum, NHLBI Grant #1K07HL03928-0l. 2001 Web-based Mortality and Morbidity System, Agency for Healthcare Quality and Research (University of California San Francisco (Primary Grantee)- $ 1. 7 million 10 AMERICAN pVERSIGHT VA-17-0566-A-000018 Patents and Inventions 2000 Medical Error Tracking System and Method- U.S Patent S.N. 09/636,075. Filed August 10, 2000 (Patent Abandoned) 2001 System and Method of Medical Provider Credentialing for Improved Hea]thcare Quality. S.N. 09/711 ,363 Filed February 8, 2001 (Patent Abandoned) 2007 Medical Scheduling System- Business Process (Patent Abandoned) Hospital/Medical School Committee Membership: 1992-93 Patient-Family Education Committee, HUP 1992-95 Chair , Utilization Management Committee, HUP 1992-97 Chair , Operationa] Quality Assurance Committee , HUP 1992-97 Council on Graduate Medica] Education , HUP 1992-95 Medical Quality Assurance Committee, HUP 1992-95 Sepsis-Monoclonal Antibody Committee, HUP .1992-95 Transfusion Committee, HUP 1993-99 Senior Management Committee , HUP 1992-95 Managed Care Executive Committee , HUP 1993-95 Managed Care Oversight Committee , HUP 1993-97 Practice Affairs Committee, HUP 1993-97 Representative Medical School Section, American Medical Association, University of Pennsylvania 1995-99 Health Systems Long Range Planning Group, UPHS 1992-99 Chair, Patient Satisfaction Coordinating Committee , HUP 1992-99 Pharmacy and Therapeutics Committee, HUP 1992-99 Drug Use and Effects Committee , HUP 1992-99 Joint Conference Coordinating Committee, UPHS 1992-99 Incidents and Occurrences Committee , HUP 11 AMERICAN PVERSIGHT VA-17-0566-A-000019 1992-99 Infection Control Committee, HUP 1993-99 Operational Executive Committee, HUP 1993-99 Practice Standards Advisory Committee, UPHS 1995-99 Systems Implementation Group, University of Pennsylvania Health System 1995-99 Continuing Medical Education Council, University of Pennsylvania 1996-99 Chair, Subcommittee on Preventive Care, University of Pennsylvania Health System 1996-99 Internal Residency Review Committee, UPHS 1997-99 CEO Advisory Group, UPHS 2002-04 Pharmacy and Therapeutics, MCP 2002-04 Continuing Medical Education Committee, Drexel 2002-04 Executive Medical Board, MCP 2002-04 Managed Care Committee, Drexel University 2002-04 Compliance Committee, Drexel University 2002-04 Clinical Chairs Committee, Drexel University 2002-04 Executive Deans Committee, Drexel University 2002-04 Service Chiefs Committee, MCP 2002-04 Performance Improvement Committee, MCP 2002-04 Chair, Quality Committee, Drexel University 2002-04 Infection Control Committee, MCP 2002-02 OR Advisory Committee, MCP 2002-03 Ethics Committee, MCP 2002-04 Peer Review Committee, MCP 2003-2004 Executive Committee Drexel University Physicians 2003-2004 Drexel University Physicians Board 12 AMERICAN PVERSIGHT VA-17-0566-A-000020 2004-05 Performance Improvement Committee, Temple University Hospital 2004-05 Chair, Patient Safety Committee, Temple University Hospital 2004-05 Medical Executive Committee, Temple University Hospital 2004-05 Credentials Committee, Temple University Hospital 2004-05 Ethics Committee , Temple University Hospital 2004-05 Temple University Physicians, Executive Committee 2004-05 Peer Review Committee, Temple University Hospital 2004-05 Pharmacy and Therapeutics , Temple University Hospital 2005-2009 Board of Trustees, Beth Israel Medical Center 2005-2009 Board of Trustees, Contini um Health Care 2005- 2009 Board Member, Mapplethorpe Corporation 2005- 2009 Board Member, Jacob Perlow Hospice 2005- 2009 Board, Beth Israel Ambulatory Surgery Center 2005-2009 Executive Committee, Beth Israel Medical Center 2005- 2009 Finance Committee, Beth Israel Medical Center 2005-2009 Medical Board, Beth Israel Medical Center 2010-Present Medical Executive Committee, Morristown Medical Center 2010-Present Quality Committee, Altantic Health 2010- Present Advisory Board, Morristown Medical Center 2010- Present Community Health Board, Morristown Medical Center 2011- Present- Board Member, Optimus ACO, Summit, NJ 2012- Present Board Member, Primary Care Partners 2011- Present Board Member, Qualcare, Inc 2011- Present- Board Member, Atlantic ACO, Morristown, NJ 13 AMERICAN PVERSIGHT VA-17-0566-A-000021 Major Teaching and Clinical Responsibilities: 1990-97 Outpatient Internal Medicine Clinic, HUP 1991 Supervisor , Medical Student Community Projects 1991-94 Lecturer, Health Services, The Wharton School 1992-93 Supervisor, Administrative Interns, HUP 1994-95 Director, Administrative Medicine Curriculum, General Medicine Fellowship, HUP 1996-97 Program Director, University of Pennsylvania Fellowship in Customer Driven Quality 1995-99 Course Director, University of Pennsylvania Faculty Training Course in Managed Care Practices 1995-99 Program Director, University of Pennsylvania GMIS Fellowship in Quality Management and Managed Care 1997 Course Director, Pioneering the Future of Post-Graduate Medical Education: A Leadership Program for Medical Educators, University of Pennsylvania School of Medicine 2000-01 Director, E-Health Fellowship for Physicians DoctorQuality, Inc. 2004-2005 Faculty Attending, Temple University Hospital 2005-2010 Faculty Attending- Albert Einstein College of Medicine 2010- Present Faculty, Mt. Sinai School of Medicine Professional Activities: Academic Medical Center Consortium 1991-1995 Representative, Operations Committee 1991-1995 Health Research Liaison (Alternate) 1992-1995 Member, Operations Committee 1992-1995 Member, Quality Assessment Tools Committee 1995 Board of Directors (Alternate) 1995 Long Term Planning Group 14 AMERICAN PVERSIGHT VA-17-0566-A-000022 Academy of Cardiovascular Nursing 2006 Advisory Board Aidi Health Information Technologies, Ltd (Hong Kong) 2011 Member, Advisory Board Aetna/US Healthcare Academic Medicine and Managed Care Forum 1996-1999 Quality Measurement Working Group 1997-1999 National Leadership Issues Group Agency for Health Care Policy and Research, Unstable Angina 1993 Reviewer Agency for Health Care Research and Quality, External Advisory Board 2004 University of Rochester Safety in Neurologic Event Surveillance American College of Medical Quality Task Force on Evaluation of Quality in Healthcare 1993-1995 Member American College of Physicians 1991 Consultant, Physician Payment Reform American Hospital Association Reviewer, Medicaid HEDIS report 1995 Alternate Delegate, Regional Health Policy 2008 Board American Society of Anesthesiologists 1995 Task Force for Preanesthesia Evaluation American Society of Internal Medicine 1989-1990 Governing Council, Residents Section Applied Sciences Product 2010- 2014 Board Member Arresty Institute of Executive Education, University of Pennsylvania 1995-1997 Wharton Executive Education - Faculty Association of American Medical Colleges 1996-1998 CAMCAM Representative 2000 Medical Education Curriculum in Quality Committee 15 AMERICAN PVERSIGHT VA-17-0566-A-000023 Beth Israel Medical Center, New York New York 2005-2006 Trustee Blue Cross/Keystone, Philadelphia, PA 1995 Medical Advisory Committee Center for Medicare and Medicaid Services 2004 Advisory Council on Quality to the Administrator Continuum Health Partners, New York, NY 2005-2006 Board of Trustees Council of Teaching Hospitals, State of New Jersey, 2013- Present Chairman of the Board Council of Teaching Hospitals Medical Director Group 1993-1997 Member Delaware Va1Iey Hospital Council 1995 Committee on Healthcare Information 1995 Steering Committee, "The Year of the Region" E-health Initiative Quality, Safety and CostEffectiveness Through Health Information Technology 2000 Medical Advisor Five Star Productions, Boca Raton, FL 1995 Advisory Board, "Today's Health", a medical video series for consumers Federal Bureau of Investigation (FBI) 2011 Citizens' Academy General Electric Company-Medical Services 2003-04 National Advisory Board Gerson Lehrman Council of Healthcare Advisors 16 AMERICAN PVERSIGHT VA-17-0566-A-000024 2004-09 Good Samaritan , Inc. 2004 Board Member Greater New York Hea1th Association 2006 Pay for Performance Steering Committee Greater Philadelphia Quality Management Physicians Group 1992-1993 Chair Hampshire College/Exxon Foundation 1981-1982 Ten-Year Review-Representative Health Leaders 2008 Quality Advisory Board Health Partners of Philadelphia 1994-1999 Board of Directors 1994-1999 Chair, Medical Advisory Committee 2004 Medical Advisory Committee Institute for Medical Studies, Managed Care Forum, Laguna Niguel , CA 1995 Advisory Board Institute of Medicine 1991 Reviewer, Committee on Practice Guidelines 1993-1994 Member, Committee to Advise HCFA on the Peer Review Organization Evaluation Plan Jacob Perlow Hospice, New York 2006-08 Board of Trustees JCAHO Academy for Healthcare Quality 1997-1998 Board Member Journal of Patient Safety 2004 Editorial Board Life Sciences Communications 1993 Advisory Board Managed Care Quality Forum: Outcomes and Disease Management , San Francisco, CA 1994 Advisory Board Mapplethorpe Residential Home for Care of IDV, New York 17 AMERICAN PVERSIGHT VA-17-0566-A-000025 2006 Board of Trustees Maryland Patient Safety Committee 2003- Advisory Board McKesson Medical Health Solutions 2002 Advisory Board Medical Knowledge Institute The Netherlands 2002 Faculty Millenium Health Initiative 1998-2000 Board Member Modern Physician 1999 Physician Executive Award of Excellence Program Morris County Business Chamber- Business Executive Cabinet 2011 - Present National Managed Health Care Conference, San Francisco, CA 1995 Advisory Board New York Academy of Medicine 2006 Fellow New York Business Group on Health, Hospital Conditions Project 2008-2010 Member 2012- Participant Reducing Preventable Hospital Readmisisons Taskforce and Report New York Regional Quality Initiative 2006 Planning Committee Member Patient Safety Officer Society 2002-04 President Pennsylvania Medical Society 1989-1991 Chairman, Residents Physician Section 1990-1991 Member, Task Force on Cost-Effectiveness of Pre-Procedure Certification 1990-1991 Federal Key Contact 18 AMERICAN PVERSIGHT VA-17-0566-A-000026 1993 Member, Subcommittee on Continuing Medical Education 1993-2004 Member, Task Force on Health Care Cost and Quality Data 1996-1998 Commission on Quality 2000 Strategic Quality Development Committee Pennsylvania Quality Leadership Award 1995 Examiner Pennsylvania Society of Internal Medicine 1989-1991 Council Member Philadelphia County Medical Society 1991-1992 Board ofTrustees Physician Nexus 2011 Advisory Board Physicians for Research in Cost-Effectiveness (PRICE) 1989-1994 President Philadelphia International Medicine- Korea/Philadelphia Collaboration 2004 Advisory Board Rowan University School of Osteopathic Medicine Osteopathic Post Graduate Training Institute 2014 Board Member SafeMed, Inc. 2008-2009 Scientific Advisory Board Quality Colliqium- Harvard University 2003-2004 Co-Chairman QualCare 2011- Present Board of Directors Union Square Partnership 2005-2006 Board Member 19 AMERICAN PVERSIGHT VA-17-0566-A-000027 United Healthcare Hospital Executive Advisory Council 201 0- Present University Hospital Consortium 1992-1999 Representative, Clinical Evaluative Sciences Council 1993 Reviewer, Monograph on Critical Pathway Development 1993-1995 Clinical Trials Liaison 1993-1999 Technology Assessment Liaison US Oncology 2011 Hospital Executive Advisory Board VHA National Physicians Leadership Council 1998-1999 Member Yale University School of Medicine 1986-1987 Educational Advisory Committee Veteran's Administration- Quality Oversight Group 2010 VHA National Physician Council 2004 Member VHA Purchaser-Provider Partnership Coalition 1998 Member WEDI Foundation (Workgroup for Electronic Data Exchange) 2002-04 Board of Trustees West Virginia Medical Institute, Pennsylvania Quality Organization 2002-04 Board of Trustees Medical Practice Roundtable - Time-Warner, Inc. 1998 Society for Chief Medical Officers 1998-99 Senior Advisor Selection Committee JCOM/Penn National Achievement Award in Health and Disease Management 20 AMERICAN PVERSIGHT VA-17-0566-A-000028 Chair 1998-99 Highway to Health , Inc . 1997-99 Medical Advisor Cyberfone , Inc. Board Member 1998-99 Millenium Health Initiative, Cerner Corporation, Kansas City, MO 1998-2000 Member, Advisory Board American College of Medical Quality , Advisory Board 2001 US Advisory Committee ISQua 2003 Meeting Women's One Award, Drexel University 2003 Sponsorship Committee Team Training Instructor - VHA- certified 2005 Riverside Fund Scientific Advisory Group 2009-2010 Board Member Hearings and Testimony: 2000 Institute on Medicine , Commission on the Effects of Financing on Quality of Care- April 24, 1990, Washington DC 2004 Pennsylvania State Senate Committee on Health , Medical Error Reduction, Harrisburg , PA 2009 MedPac Staff Presentation- Gainsharing Program Experience Washington, DC Lectures by Invitation: 1981 Centrophenoxine and the Aging Nematode, American Aging Association Annual Meeting, New York , NY 1988 Ulcerative Syphilis and Acquired Immunodeficiency Syndrome, Regional Meeting of the American College of Physicians , Philadelphia, PA 1989 Variation in Medical Care. University of Pittsburgh School of Medicine , Pittsburgh, PA 1990 Medical Costs: Are Doctors Responding Appropriately? Altoona Hospital , Grand Rounds , Altoona , PA 21 AMERICAN PVERSIGHT VA-17-0566-A-000029 1990 Seeing the Way to Cost-Effective Eye Care. Excel Foundation Conference on Eye Care, Delivery , New York, 1991 Ethical Issues Facing Medicine. The Philadelphia Center, Philadelphia , PA 1991 Economic Imperatives in an Ambulatory Care Program. Department of Environmental and Community Medicine, Robert Wood Johnson Medical School, New Brunswick, NJ 1991 Quality Care in a Cost-Conscious Environment. The Medical College of Pennsylvania , Philadelphia, PA 1991 Preparing Physicians for the 21st Century : Integrating Educational Approaches to Cost and Quality in Graduate Medical Education. York Hospital , York , PA 1991 Physician Opportunities Outside the Traditional Boundaries . The Medical College of Pennsylvania , Philadelphia , PA 1991 Efficient Utilization of the Hospital Laboratory . Grand Rounds , Children's Hospital of Philadelphia, Philadelphia 1991 Appropriate Use of Biotechnology . Health Dimensions , Washington, DC 1991 Panel: Cost-Effective Workup of a Solitary Pulmonary Nodule . Cooper University Medical Center, Camden NJ 1991 The Medicare Fee Schedule, American Academic Medical Center Consortium Annual Meeting, Philadelphia 1991 Changes in Physician Payment Reform , Robert Wood Johnson Foundation Clinical Scholars Program National Meeting, Ft. Lauderdale, FL 1991 Cost-Effectiveness of an Enteral Feeding Product , Society of General Internal Medicine Annual Meeting, Washington , DC 1991 Medical Costs : A New Perspective - Issues in Medicine for the Primary Care Physician . St. Margaret's Hospital, Pittsburgh , PA 1991 Rising Costs: The Role of the Medical Practitioner. Healthcare Financial Management Educational Foundation, Washington , DC 1991 Impact of the Medicare Fee Schedule on an Academic Department of Medicine . Society of General Internal 22 AMERICAN PVERSIGHT VA-17-0566-A-000030 Medicine Annual Meeting, Washington, DC 1992 The Burden of Caring for the Homeless in Academic Medical Centers Annual Meeting. Society for General Internal Medicine, Washington DC 1992 Administrative Costs in Hospitals. American Federation of Clinical Research Annual Meeting, Baltimore, MD 1992 Explaining Cost Variations Using Severity of Illness Measures. Society of General Internal Medicine Annual Meeting, Washington, DC 1992 Financial Incentives and Physician Behavior. Senior Management Seminar, The Wharton School 1992 Economic Considerations of Smoking Cessation . New York, NY 1992 An Approach to Outcomes Management. American Society for Medical Quality, Hershey, PA 1992 Continuous Quality Improvement. American Society for Statistical Control, Philadelphia, PA 1992 Implementing an Outcomes Management System. Taylor Hospital, Chester, PA 1992 Physician Participation in Quality Assessment and Measurement. Riddle Memorial Hospital, Media, PA 1992 Outcomes Management in the 90's. Grand Rounds, Medical College of Pennsylvania, Philadelphia, PA 1992 Upcoming Trends in Outcomes Measurement. Senior Management, Medicare/Blue Shield, Camp Hill, PA 1992 Comparing Quality Measurement in Industry and Health Care. American Society for Quality Control, Philadelphia 1993 General Internists and the Transition to Continuous Quality Improvement. Society of General Internal Medicine Annual Meeting, Washington, DC 1993 Profiling Physician Behavior. Address to the Managed Care Congress, Regional Meeting, New York, NY 1993 External Monitoring of Quality Care, Council of Teaching Hospitals, Emergency Medicine Directors, Philadelphia, PA 23 AMERICAN PVERSIGHT VA-17-0566-A-000031 1993 Managed Care in the 1990's. Keynote Talk, Hospital Association of Pennsylvania Annual Meeting , Hershey, PA 1993 Health Care Reform: Impact on the Hospital Worker, American Society Healthcare Employees , Delaware Valley Chapter, Philadelphia , PA 1993 Physician Involvement in Continuous Quality Improvement , Riddle Hospital, Media , PA 1993 The Changing Face of Patient Education . Fifth Annual Directors Conference , Schering Managed Care , Charleston , 1993 Outcomes Management and Health Care Reform . Pennsylvania Society of Hospital Pharmacists , Norristown , PA 1993 Physician Involvement in Quality of Care Assessment. Grand Rounds , Medical College Hospitals , Bucks County Campus, Bucks County , PA 1993 Quality Improvement in the Ambulatory Setting, Prudential Health Care Forum on Quality, Horsham , PA 1993 Quality Improvement and Outcomes Research in Infection Control. Annual Meeting of the Association for Practitioners in Infection Control, Philadelphia, PA 1993 Using Clinical Outcomes Data to Improve Pharmaceutical Quality. Central Pennsylvania Association , Hospital Pharmacy, Philadelphia , PA 1993 Benchmarking Clinical Outcomes. Prudential Insurance Company of America, Corporate Headquarters , Horsham , PA 1993 Health Care Financing and Clinical Care . Medical College of Pennsylvania , Philadelphia, PA 1993 Outcomes Measurement and Management. The National Managed Health Care Congress , Washington DC 1993 The Physician's Role in Pharmaceutical Cost Control. American Society of Hospital Pharmacists , Atlanta , GA 1993 The Impact of Outcomes Research on Medical Education. The Medical College of Pennsylvania, Philadelphia, PA 1993 Impact of Outcomes Research on the Pharmaceutical Industry . Regional Conference , Philadelphia, PA 24 AMERICAN PVERSIGHT VA-17-0566-A-000032 1993 Developing Agendas for Physicians in Quality Improvement. Delaware Valley Quality Assurance Professionals, Plymouth Meeting , PA 1993 How Physicians Will Respond to Cost Containment. Medical Data International , Washington DC 1993 Pharmacoeconomic Factors Involved in the Treatment of Acute Hypertension, American Society of Hospital Pharmacists , Atlanta, GA 1993 Impact of Outcomes Management on Surgical Practice. American College of Surgeons , Eastern Chapter, Allentown , PA 1993 Managed Care : Visions for the 21st Century. Hospital Association of Pennsylvania , Hershey , PA 1993 Peer Ratings and Physician Performance. Northeast Regional Managed Health Care Congress , New York, NY 1994 A Strategy to Improve Patient Satisfaction Using Clinical Pathways to Clarify Patient Expectations. Academy for Health Services Marketing, San Diego, CA 1994 Comparison of Clinical Pharmacists and Infectious Disease Fellow Based Antibiotic Restriction Programs at a University Hospital. Infectious Disease Society of America , Orlando, FL 1994 Administrative Positions as a Career Option Society for General Internal Medicine , Washington, DC 1994 Developing Physician Leadership Skills in a Changing Environment , Pennsylvania Medical Society Education and Trust Corporation, Harrisburg, PA 1994 Incidence of Sepsis Syndrome in Academic Medical Centers. ICAAC Poster Presentation , Orlando, FL 1994 Innovations in Patient Care. Association Hea1th Services Research , San Diego , CA 1994 Quality Management Initiatives. Council of Teaching Hospitals, Rochester, NY 1994 Applications of Critical Pathways . Academic Medical Center Consortium , Boston, MA 1994 Health Care Agenda for the 90's . Brigham and Women's 25 AMERICAN PVERSIGHT VA-17-0566-A-000033 Hospital, Boston, MA AMERICAN PVERSIGHT 1994 Public Accountability of Medicine. Children's Hospital of Pennsylvania, Philadelphia, PA 1994 Quality Assessment and Outcomes Management. Fourth Annual Critical Care Symposium, Lehigh Valley Medical Hospital, Allentown, PA 1994 Evaluating the Outcomes of Epilepsy. Pfizer, Inc., Chicago, IL 1994 The Impact of Outcomes Data on the Pharmaceutical Industry. Cytogen, Inc., Princeton, NJ 1994 Use of Outcomes Data in Cardiovascular Diseases. National Registry for Myocardial Infarcts. Naples, FL 1994 Critical Pathways and Case Management. Rose Medical Center, Park City, UT 1994 Improving Quality Assessment and Health Care Reform, Rose Medical Center, Park City, UT 1994 Health Reform in American Medicine. Rotary Club of Whales, Medical College of Pennsylvania, Philadelphia, PA 1994 Pharmacoeconomics a Quality of Life Studies. Institute for International Research. Philadelphia, PA 1994 Clinical and Financial Outcomes: Important Concepts Applicable to Institutional Health Care. Hospital Pharmacy Advisory Board, Chicago, IL 1994 Outcomes Assessment in Surgery. Surgical Grand Rounds, St. Lukes Hospital, Bethlehem, PA 1994 Outcomes Management in Medical Education. Grand Rounds, Fitzgerald Mercy Medical Center. Darby, PA 1994 The New Therapies: Who Will Foot the Bill in the New Health Care Climate? Therapeutic Options in Neurology, Philadelphia, PA 1994 Developing Integrated Delivery Systems. Jersey Shore Medical Center, St. Simmons Island, GA 1994 Responses from the Pharmaceutical Industry in a Captiated Environment. Bristol-Myers Squibb Leadership, Absecon, NJ 26 VA-17-0566-A-000034 1994 Strategic Planning for Managed Care Environments . St. Joseph's Hospital , Sea Isle , GA 1994 Use of Quality Measures. Academic Medical Center Consortium. Boston , MA 1994 Improving Cost-Effective Clinical Decision Making. The Institute for Physician Leadership . Hershey, PA 1994 Managing Information in a Managed Care Environment. Pennsylvania Medical Society , Pittsburgh , PA 1994 Paying for Quality in Managed Care. The Northeast Managed Healthcare Congress , New York, NY 1994 Challenges for Academic Medical Centers. Health Policy Institute , Thomas Jefferson University , Philadelphia , PA 1994 Clinical Outcomes and Pharmacoeconomics. Pennsylvania Society of Hospital Pharmacists , Philadelphia , PA 1994 Disease Management for the Pharmaceutical Industry . Bristol-Myers Squibb Company, Tarrytown, NY 1994 Physician Leadership in the Quality Debate. President's Forum , American Medical Association , Washington DC 1994 Information Management in Quality of Care. Pennsylvania Medical Society, West Conshohocken, PA 1995 Physician Involvement in Resource Management. Albert Einstein Medical Center , Montefiore Medical Center , Bronx, NY 1995 Managing Health Care in the Rural Environment. Armstrong County Memorial Hospital, Kittanning, PA 1995 Outcomes Management. The Johnson and Johnson Wharton Fellows Program , Bryn Mawr, PA 1995 Quality Improvement Efforts , Philadelphia Chamber of Commerce Annual Banquet, Philadelphia, PA 1995 Quality Measurement and Providers , Regional Leadership Conference, Blue Cross of Western Pennsylvania, Pittsburgh, PA 1995 Case Management: The Link to Outcomes Management. National Case Management Conference , The Medical College of Pennsylvania , Philadelphia , PA 27 AMERICAN PVERSIGHT VA-17-0566-A-000035 1995 Disease Management Systems . Scientific Advisory , Meeting Merck and Co. Plymouth Meeting , PA 1995 Models of Multi disciplinary Care. Annual Meeting of the Pennsylvania Respiratory Care Society, Philadelphia , PA 1995 Improving Efficiency in a Managed Care Environment. Grand Rounds , Doylestown Hospital , Doylestown , PA 1995 Network Development in Managed Care Environments. Wyoming Valley Health Care System, Grand Rounds, Wilkes-Barre , PA 1995 Clinical Benchmarking. University Hospital Consortium , Philadelphia , PA 1995 Improving Clinical Decision Making. American Medical Association Annual Meeting, Chicago , IL 1995 Measuring Hospital Quality: Current Realities and Future Goals. Health Services Research in Radiology , Philadelphia , 1995 Physician Leadership in Guideline Development. National Conference Integrating Economics , Product Selection of Clinical Pathways, Boston , MA 1995 Outcomes Measurement and Disease Management. Turner/White Communications, New York, NY 1995 Redesigning the Hospitals Approach to Quality Measurement. Brandywine Hospital , Brandywine, PA 1995 Open Versus Closed Formularies . Pharmaceutical Manufacturers Association Education and Research Institute , Philadelphia, PA 1995 Dealing with the Onslaught of Measures; lessons from a survivor. University of Massachusetts Medical Center, Westborough, MA 1995 Demonstrating Best Practices in Academic Medical Centers , Association of Academic Medical Centers Annual Meeting, Washington , D.C. 1995 Comparing the Length of Ventilation on CABG Patients Pre/Post Weaning Pathway . Respiratory Care Association, Orlando, FL 1996 UPHS First Annual Disease Management Forum (Course Director) , Philadelphia , PA 28 AMERICAN PVERSIGHT VA-17-0566-A-000036 1996 Developing a Managed Care Curriculum for Physician Educators . Society for General Internal Medicine Annual Meeting , Washington , DC. 1996 Critical Pathways. Jersey Shore Medical Center , Abescon , NJ 1996 Partnership with Managed Care Organizations , Institute for International Research , Washington, DC 1996 Disease Management: New Research Realities. BIO Council of Biotechnology Centers Meeting, Philadelphia , PA 1996 Managed Care; Is the Boy Crying Wolf Again? Children's Hospital of Philadelphia , Philadelphia , PA 1996 Quality Care in Managed Care Medicine . Riddle Memorial Hospital, Media, PA 1996 Developing Integrated Delivery Systems , Advisory Board Company , Washington, DC 1996 Automating Pathways to Analyze Variance. Third National Healthcare Conference on Performance Improvement , Washington , DC 1997 Developing Quality Management Programs. York Hospital Board Retreat , Washington, DC 1997 Physician Leadership Skills in the Year 2000 . York Hospital Medical Staff, York, PA 1997 Developing Integrated Healthcare. Palmetto General Hospital Retreat , Marco Island, FL 1997 Health Promotion and Disease Prevention. Bryn Mawr, PA 1997 Predictive Model for Resource Allocation. Academic Medicine and Managed Care Forum, Washington , DC 1997 Balancing Healthcare Costs, Quality and Access Center for Clinical Quality Evaluation . Vienna, VA. 1997 Information System Technology and Improving Healthcare , Scottsdale Institute . Scottsdale, AZ. 1997 Role of Pharmacists in Leading Healthcare Systems Keynote Address . American Society of Health System Pharmacists , Washington, DC 29 AMERICAN PVERSIGHT VA-17-0566-A-000037 1997 Merging Hospitals and Leading Change. Pennsylvania Hospital Leadership Retreat. Bryn Mawr, PA 1997 Managing Quality in Health Care: An international Comparison - Moderator. Insead, Fountainbleau, France 1997 Emerging Roles for Internists, Society for General Internal Medicine. Washington, DC. 1997 Outcomes in Obesity Management. Obesity Leadership Conference, Naples, FL 1997 Managing Care in a Integrated Delivery Systems, Annual Meeting of the American Medical College, Washington, DC. 1997 National Quality Award Presentation, National Committee for Quality Assurance, Washington DC. 1998 Cost-Effectiveness and the Community-Based Physician, Grand Rounds. Holy Redeemer Health System, Bucks County, PA. 1998 Managed Care Principles in Practice. John Hopkins University, Baltimore, MD. 1998 Creating New Standards for Excellence. Robert Wood Johnson Medical School, New Brunswick, NJ. 1998 Going Beyond Competition in Medicine. Alpha Omega Alpha Honorary Society, Philadelphia, PA. 1998 Seven Trends that will Change American Healthcare. Carilion Health System, Roanoke, VA. 1998 Addressing the Needs of the Elderly American Geriatrics Society, Philadelphia, PA 1998 Managing Risk. The New Healthcare Marketplace Conference, University of Syracuse, Syracuse, NY. 1998 Corporate Partnerships - Essential Principles for Success. Abbott Pharmaceuticals, Philadelphia, PA. 1998 Preparing for the Future in Managing Patient Care: Keynote address . Louisiana State University Medical Center, Second Annual Disease Management Forum, Baton Rouge, LA 1998 Pursuing Excellence in Healthcare . Ministry Healthcare Leadership Conference, Kohler, WI. 30 AMERICAN PVERSIGHT VA-17-0566-A-000038 1998 Partnerships between Academic Medicine and For-Profit Companies, Merck, Company, West Point, PA. 1998 Designing and Implementing Strategies for Improvement. National Physician Leadership Forum, VHA, Inc. Dallas, TX. 1998 Leadership Issues in Turbulent Times. Society for Chief Medical Officers, San Francisco, CA. 1998 Prioritizing Issues for Physician Leaders. The Chief Medical Officers Forum. The Wharton School, Philadelphia PA. 1998 Health System Development and Implementation. The Ernest A. Codman Award. Joint Commission of Accrediting Organizations, Chicago, IL. 1998 Disease Management Programs for the Chronically lll. Zeneca Managed Care Symposium, Palm Beach, FL. 1998 Leading Change in Academic Systems. Harvard School of Public Health, Boston, MA. 1998 Bringing Disease Management to a National Level. VHA Shareholders Forum, Dallas TX. 1998 The State of the Chief Medical Officer Role. The Wharton School, Philadelphia, PA. 1998 Preparing for the Future in Managing Patient Care. Louisiana State University Second Annual Disease Management Forum, Baton Rouge, LA. 1998 Good Medicine Done Right: Improving Healthcare through Disease Management. Institute for Healthcare Improvement Annual Meeting, Orlando, FL. 1999 Creating Economic Value in Hospitals. Hospital Council of Western Pennsylvania, Pittsburgh, PA. 1999 Technology Assessment. Chief Medical Officer Forum. The Wharton School, Philadelphia, PA. 1999 Technology, Costs, and quality. HBSI National Forum. Washington, DC. 1999 Redesigning Clinical Care for Better Outcomes. Physician Leadership and Management Program. Chicago, IL. 31 AMERICAN PVERSIGHT VA-17-0566-A-000039 1999 Ushering in the New Age of Care Management and Medical Informatics. Sisters of Joseph's Physician Leadership Forum. Dearborn, Ml . 1999 T Seven Trends That Will Change American Healthcare Greater Philadelphia Chamber of Commerce, Philadelphia, PA 1999 The VHA Leadership Award - Awardee Presentation. VHA Ntl Meeting, Orlando, FL. 1999 Redesigning Managed Care's Future in Academic Delivery Systems. Greater Phila Health Alliance, Philadelphia, PA 1999 Revisiting the Role of Community and Academic Hospitals Grand Rounds., Holy Redeemer Health System, Huntington, PA 1999 The Role of Biotechnology in Managed Care. Amgen Leadership Conference, Los Angeles, CA 1999 Delivering the Message About HealthCare . American Writers Association . Philadelphia, PA 1999 Conflict and Change: How Quality Enters the Coverage Decision ECRI, Plymouth Meeting, PA 1999 Partnering for Profit Through Quality Management. American College of Medical Quality, Atlanta, Georgia 2000 Will Quality Ever Drive the Healthcare Industry? APIDM, Philadelphia, PA 2000 Entering the Internet Era in Healthcare. Healthcare Management Program. The Wharton School. Philadelphia, PA 2000 Understanding Economics of Quality Improvement. Institute of Medicine -Effect of Financing Policies on Quality Improvement, Washington DC. 2000 Patient Safety Issues and Reporting of Errors. Hospital Association of Pennsylvania, Harrisburgh, PA 2000 Strategies to Conquer Quality. National Committee for Quality Assurance, W~shington, DC 32 AMERICAN PVERSIGHT VA-17-0566-A-000040 2000 New Internet Initiatives to Change the Medical Marketplace. KEPRO, Harrisburg, PA 2000 Physician Leadership on the Net. York Hospital Strategic Board Retreat York, PA 2000 Internet Internet Strategies for Quality. American College of Medical Quality. Annual Meeting. Dallas, TX 2000 Enhancing Plan and Provider Relationships. Medical Alliance, Burlington, VT 2000 Medical Error Reduction in a Changing Healthcare Environment Consortia Health Plans, Chicago, Ill. 2000 Leadership in a Challenging Environment Borgess Health System, Grand Rapids, MI 2001 Employee Choices in Health Care Selection Delaware Valley HealthCare Coalition, Bucks County PA 2001 Clinical and Adminstrative Integration of Benefit Selection efirst Benefits Conference, Conshohoken, PA 2001 Where have all of the ehealth companies gone? Thomas Jefferson University, Philadelphia PA 2001 2001 The Business Case for Quality, Pittsburgh Business Group on Health, Pittsburgh, PA What Matters to Consumers? Washington Business Group on Health, Washington, DC 2001 Patient Safety - The Employers Role MidWest Business Group on Health, Chicago, IL 2001 Consumer Oriented Health Care- Cemer Corpoaration Kansas City, MO 2001 Patient Safety- What Managed Care and Providers Can Do Together? National Managed Care Congress, Atlanta, GA 2001 What Patients Want- Consumers in Healthcare MidWest Business Group on Health, Chicago, IL 33 AMERICAN PVERSIGHT VA-17-0566-A-000041 2001 Providers Reactions to Intention to Treat Quality Data. HCN, Milwaukee Wisconsin. 2001 Where have all of the Healthcare Leaders Gone? Greater Philadelphia Health Care Assembly, Medical College of Pennsylvania, Philadelphia, PA 2001 Will There Be a Marketplace for Quality? Frankford Health System Philadelphia, PA 2001 Keynote: Information Systems in Patient Safety Hospital Information Management Regional MeetingLankenau Hospital, Wynnewood, PA 2001 Making Medicine Work. Mid Atlantic Venture Fair, Philadelphia, PA 2001 Economic Parameters in Health Services, WEMBA, Wharton School, Philadelphia, PA 2001 Technology and the Role of the Peer Review Organization Third Annual KePRO Conference, Harrisburg, PA 2002 Return on Investment of Quality Care. Robert Wood Johnson Foundation Clinical Scholars Program. Yale University School of Medicine, New Haven, CT 2002 Technology's Return on Investment in Healthcare Widner University, West Chester, PA 2002 Defined Contributions in Health Care- The National Managed Care Congress- Baltimore, MD 2002 Regulations and Policy Changes. Evanston Northwestern Hospital Foundation, Chicago, Ill. 2002 Accountability and Safety. Maryland Hospital Association Keynote. Baltimore, MD 2002 2002 Guidelines and Quality of Care- Main Line Health Cardiology Division, Conshohocken, PA Information Technology for Payers, Physicians, and Patients Health Insurers Association of America (HIAA), Chicago Ill. 34 AMERICAN PVERSIGHT VA-17-0566-A-000042 2002 Making Healthcare Safer. American College of Healthcare Executives- Wilmington, DE 2002 Outcomes Workshop- Making Healthcare Better Second Annual Outcomes Management Seminar Northwestern Memorial Hospital, Chicago , IL 2002 Finding Successful Strategies to Change Physician Behavior. Pharmaceutical Marketing Congress Philadelphia , PA 2002 The Market Model for Patient Safety. The Wharton Healthcare Conference Philadelphia , PA 2002 Lessons for Quality Improvement Organizations Board Retreat , WVMI, Inc. Farmington, PA 2002 Patient Safety Lessons for Providers, Employers, and Consumers- Wisconsin Health Care Forum, Madison, WI 2003 Patient Safety Officers Training, Harvard University, Boston, MA 2003 Quality of Care Perspectives- National Quality Colliquium, Boston, MA 2003 Organ Transplantation- Improving the Processes of Care, Gift of Life, Layfatette Hill, PA 2003 Organizational Dynamics in Health Organizations Traverse City, Michigan 2003 Where Rubber Meets the Road- Practical Applications of Patient Safety- West Virginia Medical Institute Board of Trustees , West Sulfur Springs, WV 2003 Leading Change for Patient Safety- American Board of Utilization Review and Quality Assurance Annual Meeting, Orlando , Florida 2004 Changing Physician Behavior: Lessons for the Pharmaceutical Industry. Healthcare Marketing Council New York, NY 35 AMERICAN PVERSIGHT VA-17-0566-A-000043 2004 Quality Improvement Organizations: Role of Managed Care Plans- Quality Insights of Pennsylvania, Keynote Harrisburg, PA 2004 Patient Safety Advances- Morristown Memorial Hospital Grand Rounds- Morristown, N .J. 2004 Quality Report Cards- Delaware Valley Hospital Council- Philadelphia, PA 2004 Reducing Infection Rates. Keynote- Infectious Disease Outcomes Congress, Harrisburgh, PA 2004 Evidence Based Patient Safety Practices- American College of Obstetrics and Gynecology Annual Conference, Philadelphia, PA 2004 Ambulatory Patient Safety Practices, National Patient Safety Forum, Boston, MA 2004 Plans and Providers Collaboration Strategies for Improving Quality, National Managed Care Congress Washington, DC 2004 Recent Initiatives in Medical Error Reduction, Quality Colloquium, Harvard University, Boston, MA 2004 Physician Performance Measurement: A National Perspective. Care Science Conference, Philadelphia, PA 2004 Healthcare Improvements In the Past Year. Board of Trustees Annual Meeting, West Virginia Medical Institute, Roanoke, VA 2004 Evidence Based Medicine: Reducing Variation in Clinical Practice- Third Annual Campaign in Quality St. Lukes Healthcare, Utica, NY 2004 Industrial Techniques to Improve Healthcare Efficiency Delaware Valley Healthcare Professional SocietyKeynote- Philadelphia, PA 2004 Patient Safety Innovations for Hospitals and Physicians West Virginia Hospital Association, Chareleston, WV 36 AMERICAN PVERSIGHT VA-17-0566-A-000044 2004 Management Perspectives on Health Care. Temple University Health Care Alumni Association, Philadelphia, PA 2005 Team Work and Communication Strategies to Reduce Injury. School of Physical Therapy, Temple University 2005 Rapid Response Teams and Systems Approaches to Reducing Errors, New Jersey Hospital Association Princeton, NJ 2005 Disease Management in the Hospital Setting Disease Management Society, National Meeting Philadelphia, PA 2005 New Developments in Safety. Harvard Colloquim on Quality. Boston, MA 2006 Rapid Response Teams- Greater New York Hospital Association Keynote Speaker- Pelham, NY 2006 Quality: A View from the CEO's Office FOJP Annual Conference, New York, NY 2007 Leadership and Diversity in Healthcare. Greater New York Hospital Association. Baruch College, NY, NY 2007 Exploring Integrative Approaches to Healthcare. Urban Zen Initiative. Donna Karan Foundation, NY, NY 2007 Translating Best Practices from the Mainland. Keynote Speech- Schneider Regional Medical Center St. Thomas, US Virgin Islands 2008 Running a Hospital in the Big Apple Aish International, New York, NY 2008 Leading Quality from the CEO' s Office Quality Colloquium at Harvard, Boston, MA 2009 Challenges for Healthcare Leaders. Keynote New Jersey Hospital Association Annual Meeting Princeton, NJ 37 AMERICAN PVERSIGHT VA-17-0566-A-000045 2009 Pay for Performance Systems- The State of the Union New York Business Group on Health, New York 2009 Health Care Payment Reform in the US- American College of Physicians National Meeting- Meet the Professor Session- Philadelphia, PA 2009 Accountable Care Organizations. Kennedy Health System Board- Voorhees NJ 2009 Health Care Reform: Implications for Providers Delaware Valley Health Executives- Thomas Jefferson University, Philadelphia, PA 2009 Physician Leadership Models in University Based Hospital Structures- UMDNJ-Kennedy System Board Retreat, Atlantic City, NJ 2009 Changing Models of Healthcare Delivery- Federation Medical Executive 1st Annual Lecture, Philadelphia, PA 2009 Economic Changes in the Healthcare Industry Gerson Lehman Executive Forum New York, NY 2010 Stroke and Blood Pressure Management (Moderator) Short Hills, NJ 2010 2010 Implications of Health Reform for Health Care Leadership- Keynote Address to the 13th Annual Institute for Clinical Systems Improvement and Institute for Healthcare Improvement Meeting St Paul, Minnesota Evidence Based Practice- Panel Discussion ICSI/IHI, St. Paul, MN 2010 Innovation in Healthcare, Farleigh Dickenson School of Business- Innovation Summit, Madison, NJ 2011 Impact of Health Reform on Foundations Morristown, NJ 38 AMERICAN PVERSIGHT VA-17-0566-A-000046 2011 Implications of Health Reform on Long Term Care Keynote Talk- Care One National Meeting Meadowlands, NJ 2012 Homeland Security Issues in Healthcare Summit on Resilience, PACE University New York, NY 2012 Contemporary Concepts in Healthcare Services Keynote Speaker- Bracco Diagnostics Princeton, NJ 2012 Implications of Health Care Reform Kean University, Union NJ 2012 Where Healthcare is Heading- Panel Presentation Quest Diagnostics, National Conference Parrsipinany, New Jersey 2103 Value Based Purchasing and Episodes of Care Rutgers University Bowers Conference New Brunswick, NJ 2013 Implications of Federal Health Reform Northeast Business Group on Health, Annual Meeting, New York, New York 2013 The Future of Emergency Medicine American College of Emergency Physicians New Brunswick, NJ 2013 Accountable Care and the Vascular Surgeon New Jersey Society of Vascular Surgeons Belleville, NJ 2013 Advances in Technology and Innovation ACG Conference, Boston, MA 2013 Technologic Advancements in Medicine Morgan Stanley Healthcare Conference New York, New York 39 AMERICAN PVERSIGHT VA-17-0566-A-000047 2013 International Lessons in Running Hospitals Lainaido Hospital, Netanya, Israel 2013 Innovations in Healthcare Models of Care Mid-Jersey Chamber of Commerce New Brunswick, NJ 2013 Accountable Care Models: Implications on Post Acute Care. Alvarez and Marsal Annual Conference Kiawah Island, SC 2013 :Lessons from an ACO Delivery System Princeton Club, New York, NY 2013 Value Based Purchasing in Oncology. Northeast Business Group on Health Symposium Jersey City, NJ 2013 Accountable Care Sustainability Marwood Lecture New York, NY 2014 Eliminating Disparities in Vulnerable Populations Symposium on Population Health St. Elizabeths College , Madison NJ 2014 A CEO's Lessons from Running Hospitals Rutgers University, School of Social Science and Health, Newark NJ 2014 Technologic Disruptions in the Delivery of Healthcare Keynote Talk: ACRO Specialty Care Summit Philadelphia, PA 2014 Accountable Care Delivery Systems and Care Coordination- Rutgers University Pharmacy Conference Somerset , NJ Lectures at University of Pennsylvania: 40 AMERICAN PVERSIGHT VA-17-0566-A-000048 1991 Health Economics. Governors School of Business, University of Pennsylvania, Philadelphia, PA 1993 Measuring Quality Outcomes in Managed Care, University of Pennsylvania Center for Professional Development, Conshohocken, PA 1993 Organizational Incentives for Quality in the Hospital Environment. Sixth Annual Managed Care Health Care Senior Executive Education Program, The Wharton School, Philadelphia, PA 1993 International Implications of Outcomes Management. Leonard Davis Institute of health Economics, Helsinki Program in Health Economics, Philadelphia, PA 1993 Managed Care and Outcomes Assessment, University of Pennsylvania Continuing Education Series. Conshohocken, PA 1994 Improving Quality in Health Care. The Wharton Annual Healthcare Conference. The Wharton School, Philadelphia, PA 1994 Measuring Quality in Health Care. Grand Rounds, Hospital of the University of Pennsylvania, Philadelphia, PA 1994 Managing Cost and Quality in Health Care, Wharton Executive Management Program, Philadelphia, PA 1994 Health Services Research in Radiology and Surgery. Department of Radiology, Sheraton Hotel, Philadelphia, PA 1995 Strategic Planning for Physician Executives, Management Development Program, The Wharton School, Philadelphia, PA 1995 Rethinking Outcomes Management. Wyeth Ayerst Program in Management for Chairs of Medicine. The Wharton School, Philadelphia, PA 41 AMERICAN PVERSIGHT VA-17-0566-A-000049 1995 Using Outcomes to Improve Efficiency in Drug Utilization:Management Program for Pharmacists. The Wharton School , Philadelphia , PA 1995 Outcomes Management. The Johnson and Johnson Wharton Fellows Program , Bryn Mawr, PA 1995 Measuring Hospital Quality: Current Realities and Future Goals. Health Service Research in Radiology, Philadelphia , PA 1996 Re-engineering Health Care. University of Pennsylvania Health System Planning Group, Bryn Mawr,PA 1996 Quality Measurement at the University of Pennsylvania . American-France Summit in Health Economics. Leonard Davis Institute of Health Economics, Philadelphia, PA 1996 Getting Physicians Involved in Managed Care (moderator). Clinical Performance Improvement Round table. The Wharton School, Philadelphia, PA 1996 Pasmire Lecture - The Cycle of Life (moderator) . Presbyterian Medical Center, Philadelphia, PA 1996 Outcomes Management. Association of Gynecologic Oncology Leadership Program. The Wharton School, Philadelphia, PA 1997 Impact of Managed Care of Plastic Surgery. Division of Plastic Surgery. University of Pennsylvania , Philadelphia, PA 1997 Leading Into the Future of Anesthesia. Department of Anesthesia. Hospital of the University of Pennsylvania , Philadelphia, PA 1997 The Future of Health Care. Penn Business Students in Medicine, Philadelphia, PA 1997 Health Promotion and Disease Prevention , UPHS , Bryn Mawr, PA 42 AMERICAN PVERSIGHT VA-17-0566-A-000050 1997 Financing Healthcare, Medical Management Conference, Presbyterian Medical Center, Philadelphia, PA 1997 Addressing Healthcare Productivity, Medical Management Conference, Hospital of the University of Pennsylvania, Philadelphia, PA 1997 Disease Management under Managed Care. Institute on Aging, Philadelphia, PA 1997 Managing Risk, Grand Rounds Department of Medicine, Hospital of the University of Pennsylvania, Philadelphia, PA 1998 Managing Clinical Performance: Creating Competitive Advantage, The Wharton School ·Impact Conference, Philadelphia, PA 1998 Disease Management as an Industry., The Wharton School, Philadelphia, PA 1998 Health Care Management, Japan Quality Assurance Institute, Philadelphia, PA 1998 The Seven Trends That Will Change Healthcare. Keynote speaker: Pennsylvania Hospital Leadership Retreat, Bryn Mawr, PA 1999 Quality and Managed Care. Institute of Medicine, Healthcare Conference for Congressional Staff. Philadelphia, PA 1999 Graduate Medical Education's Changing Face, Medical Management Conference, Presbyterian Medical Center, Philadelphia, PA Lectures at Drexel University School of Medicine 2002 Teaching Resident and Students about Quality Directors of Medical Education, Queen Lane Campus 43 AMERICAN PVERSIGHT VA-17-0566-A-000051 2003 Best Practice Standards for Physicians Drexel University Physicians 2003 Preventing Medical Liability Through Clinical Best Practices , Queen Lane Campus Lectures at Temple University School of Medicine 2004 Innovations in Medicine- Medicine Grand Rounds Philadelphia , PA 2004 Improving Safety in Surgical Practices- Surgery Grand Rounds, Philadelphia , PA 2004 Pediatric Best Practices- Pediatric Grand Rounds Temple University Children's Hospital, Philadelphia PA 2004 Communication Practices Impacting Outcomes. Psychiatry Grand Rounds, Temple University Hospital, Philadelphia, PA Lectures at Beth Israel Medical Center 2014 Rounds Medical Best Practices. Medicine Grand New York, NY Gynecology Clinical Practices for Medicine Grand Rounds, Obstetrics and New York, NY 2015 2006 Diabetes Disease Management Endocrinology Grand Rounds, NY ,NY 2006 Primary Care Practices in Urban Settings Family Medicine Grand Rounds , NY , NY 2008 Patient Centered Care-Progress in the Past 50 Years Medicine Grand Rounds, NY, NY 2009 Leaming from China's Healthcare System Operations Forum , NY, NY 44 AMERICAN PVERSIGHT VA-17-0566-A-000052 Lectures at Atlantic Health 20 IO Understanding Where Healthcare is Going Grand Rounds Medicine and Surgery - Morristown, NJ 2011 Leadership Roles for Physician Executives- Physician Development Series 2013 The Affordable Care Act Surgery Grand Rounds , Morristown NJ 2013 Technology in the Changing Healthcare Environment Advanced Physician Leadership Academy Bibliography: Original Papers: Research Publications (Peer Reviewed): 1. Shulkin D, Zuckerman B. Spectrofluorometric analysis of the effect of centrophenoxine on Lipofuscin accumulations in the Nematode, Caenorhabditis elegans. Journal of the American Aging Association 1982; 19: 181. 2. Shulkin D, Tripoli, L, Abell, T. Lues Maligna in a patient with Human Immunodeficiency Virus Infection. American Journal of Medicine 1988;85:425. 3. Shulkin D, Levey J. Thyrotoxic periodic paralysis in a patient taking Acetazolamide. The American Journal of Medical Sciences 1989; 297:2:337. 4. Bari M, Shulkin D. Precocious Ulcerative Syphilis and Human Immunodeficiency Virus Infection. Journal of the American Academy of Dermatology 1989; ll(6): 1310. 45 AMERICAN PVERSIGHT VA-17-0566-A-000053 5. Shulkin D, Escarce J, Enarson C, Eisenberg J. The impact of the Medicare fee schedule on an academic department of medicine. JAMA 1991; 266:3000-3003. 6. Rosenstein A, Shulkin D. Medical staff cooperation in controlling health care costs: the pros and cons of influencing physician behavior. Health Care Strategic Management 1991 ;§_:14-16. 7. Shulkin D, Eisenberg J. Physician payment reform: what are the prospects for internal medicine. Annals of Internal Medicine 1991;115:493-494. 8. Shulkin D, Fox K, Stadtmover E. Guidelines for Prophylactic platelet Transfusions: Need for a concurrent outcomes management System. Quality Review Bulletin 1992;.ll:477-479 . 9. Shulkin D, Kronhaus A, Nash D . Management training of physicians: the privately financed fellowship. Academic Medicine 1992;67:266-70. 10. Nash D, Shulkin D. The impact of managed care formularies on the cost and quality of care: a survey of physician attitudes . Journal of Research in Pharmaceutical Economics 1992;1_(2):31-42. 11. Shulkin D, Kinosian B, Blick H, Daly J, Eisenberg J. The economic impact of infections: an analysis of hospital costs and charges in surgical oncology patients. Archives of Surgery 1993; 128 :449-452. 12. Shulkin D, Lieberman J, Morganroth J, Schwartz J.S . Use of claims data for determining the appropriateness of ambulatory cardiac monitoring. American Journal of Cardiology 1993;71:749-750 . 13. Shulkin D, Kinosian B, Glick H, Puschett C, Daly J, Sirio C. Explaining cost variations in clinical trials using severity of illness measures. Clinical Performance and High Quality Health Care 1993;1(3):134-137. 14. Shulkin D, Rennie D , Goin J. Patterns of authorship among chairman of medicine. Academic Medicine 1993;68(9):688-692. 15. Shulkin D, Otten J. The patient focus walk-through assessment tool: an instrument to supplement patient satisfaction data. Am J Med Quality 1993 ;~(2):68-71. 16. Shulkin D, Hillman A, Cooper W. Reasons for rising administrative costs. Ann Int Med 1993;119(1):74-78 . 17. Shulkin D . The July phenomenon revisited : Are hospital complications 46 AMERICAN PVERSIGHT VA-17-0566-A-000054 associated with new house staff? American Journal of Medical Quality 1995 ;l.Q(l): 14-17. 18. Shulkin D, Brennan PJ. The cost of caring for patients with Tuberculosis. Journal of Infection Control 1995;23(1):1-4 .. 19. Black F, Weiss K, Erban S, Shulkin D. Innovations in patient care; Changing clinical practice and improving quality. The Journal of Quality Improvement 1995;21(8):376-393. 20. Shulkin D, Brailer D. Using quality indicators to develop an automated measure of adverse events. Int. J. Technology Management, Special Publication on the Role of Management of Technology in Clinical and Administrative Health Care Delivery 1995;32-37. 21. Shulkin D, Ratko, T, Matuszewski, K. Model guidelines for the preOperative evaluation of patients undergoing elective surgery. JCOM 1996;3(2):39-48. 22. Shulkin D, Hillman A. et al. Care for the homeless: a practical solution to an academic problem. J Health and Social Policy 1996;1(4):l-9. 23. Shulkin D, Harris M. Coordinating initiatives in critical pathways and information system. Quality Management in Health Care 1996;4(2):3741. 24. Shulkin D, Ferniany W. The Effect of Developing Patient Compediums for Critical Pathways on Patient Satisfaction. American Journal of Medicine Quality 1996;11(1):43-45. 25. Shulkin, DJ. Quality Management in an Academic Integrated Delivery System: the Case of the University of Pennsylvania Health System. International Journal for Quality in Health Care 1997;9(3):171-176 26. Bernard, D.B., Shulkin, DJ.The media versus managed health care: Are we seeing a full court press?. Archives of Internal Medicine 1998; 158:2109-2111. 27. Shulkin, D. Why Quality Improvement Efforts in Healthcare Fail and What you Can Do About it- American Journal of Medical Quality 2000: vol 15 (2):49-53 28. Vjota, D, Maskantani, S, Shulkin, D. The Health Partners Payer-Provider Model Creating Accountability for Implementing Best-Practices (Disease Management) American Journal of Managed Care. 2000: 1: 47 AMERICAN PVERSIGHT VA-17-0566-A-000055 13-15. King ES , Moyer DV, Courturie MJ , Gaughan JP, Shulkin D. Getting Doctors to Report Errors: The DISCLOSE Study. Joint Commission Journal of Quality and Patient Safety , July 2006:17(6):291-300. 29. 30. King E, Horvath R, Shulkin D. Establishing a Rapid Response Team in An Academic Hospital, One Year ' s Experience- J Hospital Medicine 2006 ; 1(5):296-305 31. Shulkin, DJ. Using a Market Model to Track Advances in Patient Safety. Joint Commission J Quality Safety 2003 :29(3 ): 146-151 32. Shulkin , DJ. Like Night and Day- Shedding Light on Off-Hours Care. New England Journal of Medicine. 2008;358:2091-2093. 33 . Shulkin DJ. Safety Assessing Hospital Safety on Nights and Weekends : The SW AN Tool- Journal of Patient Safety- Accepted on Publication J Patient Safety 2009 5(2):75-8. 34. Leitman, IM, Levin R, Sivarprasad, L, Karalakulasingam CJ, Bernard DS, Friedmann P, and Shulkin DJ. Quality and Financial Outcomes from Gainsharing for Inpatient Admissions: A Three Year Experience. J Hosp Medicine 2010;(59):501-507. 35. Shulkin DJ, Jewell KE, Alexandrov A, W, et al. Impact of Systems of Care and Blood Pressure Management on Stroke Outcomes. J. Population Health Management 2011 ;14(6):267-75. 36. Mashchak-Carey B, Schutta MH, Schwartz S, Joshi M, Shulkin D., Bernard D. Successful Implementation of a Comprehensive Diabetes Disease Management Program in an Academic Health System. Disease Management, 1999, 2(1-2):43-50 37 . Nash D, Shulkin D, Comite F, Loepkee R, Van Cleave B, Kane B, Christianson J, Pousma D. Measurement of the Impact of Winoma Health Online. Disease Management 2001, 4(1):15-18 38 Shulkin D Using a Market Model to track Advances in Patient Safety J Qual Safety 2003;29(3):146-51 .. 39 . Shulkin D. PRIDE in Accountable Care. J Population Health Management 2011; 14: 211-214. 40. Shulkin D. Building an Accountable Care Organization for All the Wrong 48 AMERICAN PVERSIGHT VA-17-0566-A-000056 Reasons. Mayo Clinic Proceedings 2012; 87(8):721-722 41. Shulkin D. Reinventing the Pharmacy and Therapeutics Committee. Pharmacy and Therapeutics 2012: 37(11):623-649. 42. Shulkin D, et al. Eliminating Visiting Hour Restrictions in Hospitals J Healthcare Quality 2014 ;36(6):54-7 . 43 . Shulkin DB, Shulkin MW, Shulkin DJ. A story of three generations in Healthcare. Virtual Mentor 2013 July l; 15(7):611-614. 44. Shulkin, DJ. The Role of Allergists in ACO's. Ann of Allergy and Immunology; July 15, 2013 Research Publications (Non-Peer Reviewed): 1. Shulkin D. From resident to patient. Resident and Staff Physician 1988; 34: 1015. 2. Shulkin D. Variation in medical care: Cookbook medicine for the 90's? Forum in Internal Medicine 1989;£:2-5. 3 Shulkin D. The high cost of health care: a model of over-regulation Bulletin of the Delaware County Medical Society 1990;101(70):10:17-22. 4. Shulkin D. Cost controversies: a patient with syncope. Hospital Physician 1990;26(4):51-59. 5. Shulkin D, Hollander N. The Cost of AIDS: Who will pay? Pennsylvania Medicine 1990;93(11):34-35. 6. Shulkin D. What you should know about peer review organizations . Resident and Staff Physician 1990;36(10):113-114. 7. Bari M, Shulkin D. The pregnant resident. Resident and Staff Physician 1990;36(10): 101-104. 8. Shulkin D. What to do with abnormal labs when the patient feels fine. Hospital Practice 1990;July 15 25(7):85-89. 9. Shulkin D, Cooper W . Can we monitor the monitors of medical costs? Pennsylvania Medicine 1990;93(5):28-29. 49 AMERICAN PVERSIGHT VA-17-0566-A-000057 10. Shulkin D. Cost controversies: management of the solitary thyroid nodule. Hospital Physician 1990;26(2) :320. 11. Shulkin D, Hollander N. AIDS: who will pay? Special Report: Bulletin of the Allegheny County Medical Society 1990; 10:73. 12. Shulkin D. Moonlighting: your first job. Resident and Staff Physician 1990; 36(7):71-72. 13. Shulkin D. Has drug treatment for growing older come of age? Bulletin of the Delaware County Medical Society; 1990. 14. =S=hu=l=k=in=--_~ Cost D. controversies: Dyspepsia. Hospital Physician; 1990. 15. Shulkin D. Low Back Pain. Cost-Controversies. Hospital Physician; 1990;26(10):34-39. 16. Shulkin D. Rising medical costs: are doctors responding appropriately? Medical Interface; 1990;3:6:12-40. 17. Shulkin D. Cost controversies: the solitary pulmonary nodule. Hospital Physician 1990;26(8):29-40. 18. Shulkin D. A physician effort to decrease medical costs: one year assessment. Medical Economics 1991 ;68: 125-134. 19. Connor DB, Shulkin D. Measles: an increasing occupational risk to physicians -in-training. JAMA; 1991 ;266:220. 20 Shulkin D, Williams I, Cooper W. The cost of monitoring medical care in Pennsylvania. Pennsylvania Medicine 1991 ;94(9): 14-18 . 21. Shulkin D. Cost controversies: a man with new onset seizures. Hospital Physician 1991;27:46-51. 22. Shulkin D. Cost controversies: a patient with obstructive jaundice. Hospital Physician 1991 ;27:25-34. 23. Shulkin D. Cost controversies: a patient with chest pain. Hospital Physician 1991 ;27:31-37. 24. Shulkin D (ed.). Cost controversies: intensive care for metastatic breast cancer in the intensive care unit. Hospital Physician 1992;28:8. 50 AMERICAN pVERSIGHT VA-17-0566-A-000058 25. Shulkin D. Resident physician knowledge of generic substitution policies. Pennsylvania Medicine 1992;95(1):26. 26. Shulkin D, Ron A. Cost controversies: infection following elective cholecystectomy. using the techniques of quality improvement to lower costs. Hospital Physician 1992;28: 11 :41-42. 27. Shulkin D. (ed.), Schuster J., Sooho A.: Cost Controversies: An Emergency Room Patient with Acute Psychosis. Hospital Physician 1992; 28(11 ): 37-39. 28. Shulkin D, Giardino A, Freenock T, Hendrickson D, Pandelidus A. Generic Versus brand name drug prescribing by resident physicians in Pennsylvania. Am J Hosp Pharm 1992;49:625-626. 29. Shulkin D, Rosenstein A. Promoting cost-effective physician behavior. J Healthcare Financial Management Assoc 1993; 1:48-54. 30. Shulkin D. The rising cost of pharmaceuticals: A physician's perspective. AJHP 1993;50(suppl 4):S8-10, 58-60. 31. . 32. Shulkin D. (ed.) The preoperative laboratory evaluation. Hospital Physician, July 1993, 36-42. Shulkin D. (ed.) Cost controversies: a patient with respiratory failure. Hospital Physician 1993;29(12): 16-26. 33. Rosenstein AH, Shulkin D. Changing Physician Behavior is tool to reduce healthcare costs. Healthcare Strateg Manage 1991; 9(9): 14-6. 34. Shulkin DJ Our army of doctors is waging war on health costs. Med Econ 1991 June 3; 68(11):125-30, 133. 35. Shulkin DJ, Fink PJ. ·Establishing Criteria for evaluating health system reform proposals PA Medicine 1993 96(6)32-34. 36. Shulkin D. Pharmacoeconomic factors involving the treatment of acute hypertension. Hospital Formulary 1994;29: 15-20. 37. Shulkin D. (ed.) Cost controversies: evaluation and treatment of urinary incontinence in an elderly woman. Hospital Physician , August 1994; 44-52. 38. Shulkin D. (ed .) Cost controversies: treatment of a patient with osteomyelitis. Hospital Physician 1995; ll(l):40-42. 51 AMERICAN PVERSIGHT VA-17-0566-A-000059 39. Shulkin D. Enhancing the role of physicians in the cost-effective use of pharmaceuticals. Hosp Formul 1994 29(4):262-6, 273. 40. Shulkin D, Schwartz S, Panzer R. Improving quality in medicine: will the health care profession be allowed to lead the way? Journal of Clinical Outcomes Management 1995;2(3):45-48. 41, Shulkin D., McGourty M., Bourret J.: The Impact of Gaining Physician Cooperation in Pharmacy Efforts to Control Drug Expenditures in a Hospital. Medical Interface; 1995;8:85-87,90. 42. McGourty ME, Shulkin DJ Hospital Administrative Costs in the US. Pharmacoeconomics 1995 7(1):91-2. 43. Shulkin D. Rating CMO Performance: The Chief Medical Officer Assessment Guide. Modern Physician 1999;April: 56-77. 44. Shulkin D. Understanding the Economics of Succeeding in Disease Management. Managed Care Interface 1999;12(4):98-104. 44. Vjota, D, Shulkin, D. Disease Management Delegation by Managed Care Organizations. Disease Management, 2001. 45. Shulkin DJ Reduce stress with a leisurely lunch. Postgrad Med 1989 85 (1):35. Other Publications: 1. Shulkin D. Prevention and management of HIV contaminated needle sticks.JAMA 1991;265:1262. 2 Shulkin DJ. New Group seeks members. PA Med 1989 92(9):53. 2. Shulkin D, Weingarten S. SGIM members in hospital administration - a beginning role for the academic internist. SGIM Newsletter 1993; 1§(10):1-4. 3. Shulkin D (ed.) Urology board review manual. Hospital Physician 1993; supp. 1-12. 4. Shulkin D (ed.). A patient with respiratory failure. Hospital Physician 1993; 29(12): 16-20. 52 AMERICAN PVERSIGHT VA-17-0566-A-000060 5. Shulkin, D (ed.) Obstetrics and gynecology: board review manual. Hospital Physician 1993;1(1):l-12. 6. Shulkin D(ed.) Internal medicine: board review manual, Hospital Physician 1993;1(1):l-12. 7. Shulkin D. (ed.) Emergency medicine: board review manual, Hospital Physician; 1(1):1-12. 8. Shulkin D. Pharmaceutical cost control. Hospital Economics Report 1995;1:1-5. 9. Shulkin D. Principles of Quality Management for General Internal Medicine. FCIM Task Force on the Curriculum. 1996 l 0. Sands, K.E .. The Academic Medical Center Consortium Sepsis Project Working Group (member of working group). JAMA; 1997; 278(3): 34-240. 11. Keever OW, Shulkin D. What Works: Disease Management on intranet saves 1.2 Million Health Manag Technol 1998; 19(12):47. 11. Meyer, LC. et al. (Shulkin D, Co-Contributor) Necessity Prompts Strategic Adoption. American Journal of Medical Quality 2011 :26(1):S2-Sl5. 12. Interview with a quality leader: John J. Kelly MD on quality and patient safety. Interviewed by David J. Shulkin J. Healthcare Qual 2013;35(2):47-49. Books, Editorials, Reviews, Chapters, Letters: 1. Shulkin D, Shulkin M. Mental illness: Treatment or Rehabilitation? (editorial) Pennsylvania Medicine 1984;87:9:26. 2. Shulkin D, Bari M. Deteriorating Vision: An Occupational Risk for the Medical Student (letter). Archives of Ophthalmology; 1986; 104: 1274. 3. Shulkin D. Cholesterol Screening in Young Adults (letter). Laboratory Medicine; 1988;12.:11:772. 4. Shulkin D. When doctors get sick. (book review) JAMA 1988;260:1628. 5. Shulkin D, Shulkin M. Medical abbreviations and eponyms. (editorial) Bulletin of the Delaware County Medical Society 1988;68:7:21. 53 AMERICAN PVERSIGHT VA-17-0566-A-000061 6. Shulkin D. Coping with Back Pain (letter). Journal of General Internal Medicine; 1988;1:521. 7. Shulkin D. Cost Estimates of Diagnostic Procedures (letter). New England Journal of Medicine; 1988;319:1291. 8. Shulkin D, Bari M. The Burning Truth (letter). International Journal of Dermatology; 1989;1:483. 9. Shulkin D. Subspecialization and Chairmanships (letter). Archives of Internal Medicine; 1989;149:10:2380. 10. Shulkin D. Research in Cost-Effectiveness (letter). Southern Medical Journal; 1989;82: 12:1527. 11. Shulkin D. Choice of Specialty: It's Money that Matters in the U .S.A.(letter). Journal of the American Medical Association ; 1989;262(12):1630-31. 12. Shulkin D. One of Three of a Kind (letter). Journal of the American Medical Association; 1989;261: 1:46. 13. Shulkin D. Lunch Hour (letter). Postgraduate Medicine; 1989;85: 1:35. 14. Shulkin D. Bag balm and duct tape: Tales of a Vermont doctor. (book review) JAMA 1989;262:959-60. 15. Shulkin D. Consultation about medical costs. (editorial) American Medical News 1989;26:54. 16. Shulkin D. Cost containology: a new specialty? (editorial) American Medical News 1989;1:26. 17. Shulkin D. From golf to paperwork: The doctor's day off. (editorial) Bulletin of the Delaware County Medical Association, December 1989. 18. Shulkin D, Cooper W. Simpler times. (editorial) JAMA 1989;262:23:3240. 19. Shulkin D. Larger drug labels for the elderly. (editorial) Cortlandt Forum 1989; 2:5:17. 20. Shulkin D. It's all in a name. (editorial) Hospital Physician 1989;25:2:41. 54 AMERICAN pVERSIGHT VA-17-0566-A-000062 21. Shulkin D. Practical ambulatory care. (book review) JAMA 1990;263:5:740. 22. Shulkin D. Cost containment physicians can live with. (editorial) The Internist, February, 1990. 23. Shulkin D. Know your PRO. (editorial) Pennsylvania Medicine 1990;93:3:38. 24. Shulkin D. Cost-Effectiveness and the future of medicine. (editorial) JAMA 1990;263: 1:40. 25. Shulkin D. Authors (letter). Annals oflntemal Medicine; 1990; 113(10): 809-10. 26. Shulkin D. CT Necessary for Pulmonary Nodule (letter). Hospital Physician; 1990;26: 10. 27. Shulkin D. Healthcare Needs to Open its Own Savings Account (letter). Postgraduate Medicine; 1990;88: 1: 19. 28. Shulkin D. Journal Ads, Shelf Space, and the American Way (letter). Journal of the American Medical Association; 1990;264(4):453-4. 29. Shulkin D. How many rich doctors are there? (editorial) Pennsylvania Medicine; 1990;93: 10:56. 30. Shulkin D. Potential liability problems (editorial). JAMA 1990;264:1:24. 31. Shulkin D. An agenda for physician initiatives in cost-effective care. (editorial) Ophthalmology Proceedings 1990. 32. Shulkin D. Purchasing power in health (editorial). JAMA 1990;264(10):13291330. 33. Cooper W, Shulkin D. Policy initiatives in limiting indirect medical costs. (editorial) Pennsylvania Medicine 1992,15-18. 34. Shulkin D. Doctors as Patients: The Trials of Professional Courtesy. (editorial) JAMA 1991;266:3363. 35. Shulkin D. Textbook of medical arts medicine. (book review) JAMA 991 ;266:28182. 36. Shulkin D. Physician efforts to decrease costs in medical care. (editorial) Miami Medicine; May 1991. 55 AMERICAN PVERSIGHT VA-17-0566-A-000063 37. Shulkin D. Risky business: needle sticks in residency. (editorial) JAMA 1991; 265:1181. 37. Shulkin D, Giardino A. Access to care now Physicians' highest priority(editorial). Pennsylvania Medicine 1991;94:22. 39. Shulkin D, Giardino A. Clock is ticking on resident work hours. (editorial) Pennsylvania Medicine 1991;36: 16. 40. Shulkin D. Some bad medicine for Japan. (editorial) American Medical News; 1991. 41. Shulkin D, Bari M. Outcomes of Pregnancy (letter). The New England Journal of Medicine; 1991;324:630. 42. Shulkin D. Cost Containment Clarification (letter). Pennsylvania Medicine; 1992;95: 1: 10. 43. Shulkin D. The Medicare fee schedule: evaluating the first six months. (editorial) SGIM News 1992;.12:10:4. 44. Shulkin DJ. Learning Generics PA Med 1992 95(1):26. 44. Asch D, Shulkin D. The ethics reform act's strain on academic medicine and the VA. (editorial) Academic Medicine 1992;67:248-249. 45. Shulkin D. Professional courtesy. (editorial) Physicians News Digest; March 1993. 46. Shulkin D. Should Doctors Extend Professional Courtesy? (letter) Physicians Weekly; 1993;10:12:l. 47. McGourty M, Shulkin D. Administrative costs, a critique of current work. (editorial) Int. Journal of Economics 1993. 48. Shulkin D, Hillman A, Cooper W. Are there benefits to rising administrative costs? (editorial) LDI Newsletter, July 1993. 49. Shulkin D. and Rosenstein A. Towards Cost-Effective Healthcare Chapter in A Physician's Guide to Managed Care; Aspen Publishers, 1993. 50. McGourty M, Shulkin D. Hospital administrative costs in the U.S. Pharmacoeconomics (editorial) 1995;1( 1):91-92. 56 AMERICAN pVERSIGHT VA-17-0566-A-000064 5 I. 52. Schwartz S, Shulkin, D. Teaching an Old Dog New Tricks. (editorial) Journal of General Internal Medicine ; 1995;10(6):353-354. Shulkin, D. Open versus closed forrnularies . (editorial) The Journal of Outcomes Management. 1995;i:20. 53. Shulkin, D. Outcomes at the forefront of medicine . (editorial) Hospital Physician. 1995;~: 10. 54. Shulkin, D. Outcomes Assessment and Quality Management. (chapter) Textbook oflntemal Medicine; (W. N. Kelley, ed.), 1996 55. Joshi, M., Shulkin, D. UPHS Health System Revises Quality Management Function QRC Advisor. 1998;H(9):6-12. 56. Shulkin, D., Anastasi, L. Economic Impact of Infections in Patients with Cancer (Chapter). Management of Infectious Complications in Cancer Patients; (G.A. Noskin, Ed.), 1998 and Cancer Treatment Research 1998;96:283290. 57. Shulkin, D. Alternative Medicine: Are we re-discovering the past?. Hospital Physician. 1998;34(6):5 l. 58. Shulkin, D. Book Forward- Physicians Survival Guide for the Hospital- iUniverse Publisher, Lincoln, NE 2006. 59. Shulkin D (editor). Questions Patients Need to Ask: Getting the Best Healthcare. X-Librus Publishers, Philadelphia, 2008.' 60. Shulkin , D. What Toyota Can Learn From American Healthcare? Modem Healthcare, On-line, March 1, 2010 62. Shulkin D. I Need to Find a Really Good Doctor. Health Update (American Hospital Publishing Group). 2012. 63. Shulkin D. Commentary: Why Quality Improvement Efforts in healthcare fail and What can be done about it Am J Med Qua! 2000;15(2):49-53. 64. Shulkin D. Guest Commentary. Hospitals Are Not the Enemy. Modem Healthcare January 13;44(2):25 Lay Press and Alternative Media: 1. Daly, JM, Shulkin, D. The Economic Impact of External Nutrition on 57 AMERICAN PVERSIGHT VA-17-0566-A-000065 Critical Care. KPR lnformedia, 1993, New York, pages 1-12. 2. Shulkin, D. Physicians in quality management. (video series). Institute for Continuing Medical Education, 1994. 3. Shulkin, D. Hush Video. University of Pennsylvania Health System, 1997. 4. Shulkin, D. Keynote Address Disease Management Forum. 1998. 5. Shulkin, D. Managed Care Issues. Time, Inc. 1999 6. Shulkin, D. (Moderator) Improving Quality and Reducing Risk in Clinical Practice: Case Study Reviews. The Network for Continuing Medical Education. 1999 7. Shulkin, D. Patient Safety Improvements in Hospitals, Delaware Valley Healthcare Consortium, Videotape, 2004 8. Shulkin D., Kastenbaum D. Five Improvements Every Manager Should Make in the Operating Room . National Webcast, Healthleaders, 2008. 9. Shulkin, D. Rules that Can Save Your Life. Prevention Magazine. May 2009 10. Shulkin D. How to Tell Your Doctor to Wash His Hands. The Nice Way For Patients to Get Tough. Bottom Line Personal Magazine August 1, 2009 pages 9-11. 11. Shulkin D. Check it Off: The Case for Checklists. Modem Physician Post- ModernPhysician.com July 26, 2010 12. Shulkin D. Building an ACO for All the Right Reasons- Song and Video. Atlantic Health System . Submission to the Robert Wood Johnson Foundation , 2012. 13. Shulkin D. I Need A Really Good Doctor. Health Update. American Hospital Publishing Group 2014 Volume 12 (3):6-7. Monographs: 1. Paton, D, Shulkin, D eds . The Future of Eye Care Delivery: Opportunities in Costs and Quality. Excel Foundation, New York 1991. 2. Shulkin. D. Meeting the Demands of Well Care in the Managed Care Environment: a Monograph. Lederle Labs, Wayne , NJ , 1992. 58 AMERICAN PVERSIGHT VA-17-0566-A-000066 3. Shulkin, D, Ratko T. Technology Assessment: Routine Preoperative Diagnostic Evaluations (monograph). Technology Advancement Center, University Hospital Consortium, Chicago, IL, 1994. 4. Millenium Health Imperative Group (Shulkin D. co-author) Prescribed Pathways for an industry on the Critical List. Modem Healthcare Supplement, June 18, 2001. 5. Shulkin, D Key Trends and Issues Driving the Shift of Health Care Resources to Non-Acute Care Areas . American Society of Hospital Pharmacy Leadership Conference on Practice Management 6. Shulkin D. (forward and contributor) The New Primary Care Model: A Patient Centered Approach to Care Coordination . HealthLeaders April 2014 Abstracts of Unpublished Works: 1.Shulkin, D. Lues Maligna in a Patient with Human Immunodeficiency Virus Infection (poster), American College of Physicians Annual Meeting, San Francisco, CA, 1988. 2.Shulkin, D. Physicians' Knowledge of Prices and Tests (poster), American College of Physicians, Annual Meeting, Washington, DC, 1989. 3.Shulkin, D. Dermatologic Manifestations of AIDS (poster), Pennsylvania Academy of Dermatology Annual Meeting, West Virginia, 1989. 4.Shulkin, D. Specialty Choice and Physician Income (poster), American College of Physicians, Annual Meeting, Washington, DC, 1989. 5.Shulkin, D, Kinosian B, Glick H, Daly J, Eisenberg J. Cost-Effectiveness of Two Enteral Feedings in Post-Operative Patients (abstract). Clinical Research; 1991,609A. 6.Shulkin, D, Hanusa B, Cooper W. Regulatory Costs in the Hospital (abstract). Clinical Research; 1991, 609A. 7.Shulkin, D, Escarce J, Eisenberg J. The History of the Medicare Fee Schedule (abstract). Robert Wood Johnson Foundation Clinical Scholars Annual Program; 1991 . 8.Shulkin, D Escarce J, Eisenberg J. Impact of the Medicare Fee Schedule on an Academic Department of Medicine (abstract). Clinical Research; 1991, 609A. 59 AMERICAN PVERSIGHT VA-17-0566-A-000067 9.Shulkin, D, Nash D. Physicians Attitudes Towards Managed Care Formularies (abstract). Clinical Research; 1991, 609A. 10.Shulkin, D, Lieberman J, Morganroth J, Morris J, Schwartz S. Why Do Doctors Use Holter Monitors? A Study of Physician Ordering Patterns (abstract). JAAC; 1991. 1 l.Shulkin, D. The Relative Cost of Hospital Regulations. Society of General Internal Medicine Annual Meeting, Washington, DC, 1991. 12.Shulkin, D, Morganroth J, Schwartz S. Why do Physicians Use Holster Monitors? A Study of Physician Ordering Patterns (abstract). Clinical Research; 1992;40:591A. 13.Shulkin, D, Hillman A., Nash D., Cox C., Dietzen D., Fein J., Kelly J., and Downing M.: The Burden of Caring for the Homeless at Academic Medical Centers (abstract) . Clinical Research; 1992;40:591A. 14.Shulkin, D, Goin J., Rennie D. Authorship Patterns Among Chairman of Medicine (abstract). Clinical Research; 1992;40:618A. 15.Shulkin, D, Hillman A., Cooper W. Administrative Costs in Hospitals (abstract). Clinical Research; 1992;40:303A. 16.Shulkin, D, Giardino A. Resident Physician Attitudes Towards Generic Pharmaceuticals (abstract). Clinical Research; l 992;40:591A. 17.Shulkin, D, Shangold G. Hospital Administrators Perceptions of Patient Satisfaction (abstract). Clinical Research; 1993. 18.Shulkin, D. Complications in the Hospital. The July Phenomenon Revisited (abstract). Clinical Research; 1993. 19 Tietze, KJ, Skaar, DJ, Spinler, SA, Lanken, PN, Cowen, JS, Shulkin, D, Hansen-Flaschen, JH. Differences in Sedation of Ventilated Patients in Three ICUs at a University Hospital (abstract). Critical Care; 1994; l:15a. 20 . Shulkin, D, Shangold, G, Einstein, J. Functional Status Measures in the Management of Chronic Renal Disease (abstract) . JGIM; l 994;_2(suppl):67. 60 AMERICAN PVERSIGHT VA-17-0566-A-000068 21.Morgan, A., Galica , L, Shulkin, D, Gibson , G. Fellow Based Antibiotic Restriction Programs at a University Teaching Hospital (abstract) . Clinical Infectious Diseases; 1994;619:19 . 22.Shulkin, D, Brennan, P.J. The Cost of Caring for Patients with Tuberculosis (abstract). JGIM; 1994; 2(suppl):67 . and Am J Infect Control 1995 Feb;23(1):1-4. 23.Shulkin D, Ratko T, Matuszewski K. Economic Implications of Using Practice Guidelines for Streamlining the Preoperative Evaluation (abstract). JGIM; 1995; 1O(suppl):81. 24.Shulkin, D, Kaiser, L. Outcomes of Care Using Thoracoscopy as a Substitute for Open Thoracotomy (abstract). JGIM; 1995;.l.Q(suppl):82. 25.Shulkin, D, Ferniany, W. The Effect of Developing Patient Compendiums for Critical Pathways on Patient Satisfaction (abstract). JGIM;1995;10(suppl):81. 26. Kelly, DJ, Santoro, M, Sestito, BA, Shulkin, D. Comparing the Length of Ventilation in CABG Patients Pre/Post Creating Pathway (abstract). Respiratory Care Forum; 1995 (In Press). 27. Sestito, J, Santoro, BS, Palevsky, H, Shulkin, D, Hansen-Flaschen, J, Effect of education on inappropriate arterial blood gas acquisition (abstract). Respiratory Care. 1995;40(11):1153. 28.Sestito, J, Palevsky, H, Shulkin, D, Hansen-Flaschen, J. Effect of clinical guidelines in reducing unnecessary respiratory care in non-ICU patients (abstract). Respiratory Care. 1995;40(11):1160. 29. Reily DJ, Santoro, M, Sestito, J, Shulkin, D. Comparing the length of ventilation on CABG patients pre/post weaning pathway. (abstract) . Respiratory Care, Orange County Convention Center , Orlando, FL 30. Sestito, J, Arrington, BA, Santoro, M, Shulkin, D, Hansen-Flaschen, J, Reily, D, Gradwell, L, Palevsky, H. The economic impact of a respiratory care consult program. (abstract). Respiratory Care Open Forum. 1997. 31. Sestito, J, Santoro, M, Arlington, P, Shulkin, D, Hansen-Flaschen, J, Reily, D., Morgan, T., Palevsky, H. Effect of a respiratory care consult program on patient charges. (abstract). Respiratory Care Open Forum. 1997. 32. Kirzman L, Shulkin D. Prescribing Errors and Attitudes Towards Medication Writing Among Resident Physicians. Society for General Internal Medicine (Abstract, 2004). 61 AMERICAN PVERSIGHT VA-17-0566-A-000069 33. Koll B, Crimmins D, Raimondi A, Shulkin D. Central Line Bundle and Related Program to Eliminate Central Line- Associated Bloodstream Infections- National Patient Safety Congress Poster Presentation, Nashville, TN 2008 34. Karasingulum J, Levin R, Bernard D, Leitman M, Shulkin D. Gainsharing: Aligning the Goals of Physicians and Hospitals Am Surgery Clinical Congress- 2009 Abstract NP2009-5450 Scientific Poster Exhibit SE204-W 35.Sivaprasad, L, Leitman, M, Bernard, D, Levin R, Shulkin D. Quality and Financial Outcomes from Gainsharing: A Three Year Experience at Beth Israel Medical Center in New York. Society for Hospital Medicine, Annual Meeting Washington DC (Abstract 2010) 62 AMERICAN PVERSIGHT VA-17-0566-A-000070 Christopher Anderson ABOUT ME My development as a leader, in both the Army and the Senate, has given me the confidence to recognize my team's goals, set out a plan, and work together to achieve our goals. Whether I was working with my unit in Afghanistan or ushering legislation through the Senate, I am able to think critically about a problem and find practical solutions. Political/Legislative Experience Legislative Staffer - Senators Johnson and Cassidy o Lead adviser to Senators Johnson and Cassidy for Defense, Veterans Affairs, Intelligence, and Gun Control legislation. o Extensive Experience working with the Senate Veterans Affairs and Foreign Relations Committees. o Full Portfolio - Foreign Relations, Armed Services, Veterans Affairs, Intelligence, and Judiciary. Finance Director - Tony Kurtz Congressional Campaign o Raised more than $115,000 in one fiscal quarter. o Oversaw and implemented fundraising strategies. o Coached candidate on fundraising events and calls. o Directed all finance operations for the campaign, to include all accounting, FEC compliance, and donation tracking. Field Coordinator - Cassidy Senate Campaign o Implemented grassroots strategies, assisted with event planning, and managed election day activities. Leadership Involvement Finance Director - Kurtz Congressional Campaign - Led fundraising efforts and directed campaign policy strategy. o Combat Engineer - U.S. Army - Team Leader -Assigned 5 Soldiers and platoon leadership roles in a combat environment. o ACTIVITIES AND ACHIEVEMENTS AWARDS National Legislative Proponent Award -Association of the United States Navy SECURITY CLEARANCES GRANTED: RESEARCH GRANTS "Effects of Tourism on the Cuzco Region of Peru" - Cuzco, Peru, Spring 2007 o Awarded an Undergraduate Research Grant for $1000 to complete research study in Peru for 3 weeks o Studied the positive and negative externalities associated with using tourism to stabilize or expand an economy, and the social perspectives surrounding those issues. BOY SCOUTS OF AMERICA Eagle Scout Philmont Hiking Trek - 1999 & 2002 - 10 days hiking in the Rockies of Northern New Mexico Crew Leader - Philmont Hiking Trek 2002 Order of the Arrow - Rank - Brotherhood BACKPACKING Andes, Inca Trail & Dead Woman's Pass (Fall 2007), Mt. Ausangate - 20,752 ft (Fall 2008), Peru; Grand Canyon Arizona (Summer 2006); Minnesota-North Shore of Lake Superior (Fall 2006), Mt. Si (Winter 2010) AMERICAN PVERSIGHT MULTI-VA-17-0566-E-000001 EMPLOYMENT HISTORY Senator Bill Cassidy M.D. - Military Legislative Aide Presently Employed o Legislative Portfolio o Veterans Affairs*, Foreign Relations, Armed Services , Intelligence, and Judiciary o Duties o Draft legislation.* o Work with Veterans Affairs Committee to advance Senator Cassidy 's priorities. o Present vote and legislative recommendations to Senator Cassidy. o Meet with constituents , lobbyists, foreign dignitaries , and other legislativ e personnel. o Write and edit constituent correspondence. o Prepare documents for Senator Cassidy's meetings, committee busines s, and media hits.* o To include situation reports, biographies, vote recommendations, and research projects* ooenotes responsibilities that were often associated with Veterans Affairs Committee activities . Cassidy Senate Campaign - Field Coordinator September, 2014 - December, 2014 o Field Coordinator Activities o Assisted with the implementation of campaign grassroots efforts. o Conducted grassroots work - knocked more than 10,000 doors. o Event Planning - Helped plan, coordinate, and implement Sen. McCain , Sen. Paul, Gov. Scott, and Gov. Perry campaign rallies. o Assisted with Election Day Activities, organizing voting statistics and precinct data. Tony Kurtz Congressional Campaign - Finance Director April, 2014 - July, 2014 o Finance Duties o Developed and implemented campaign fundraising strategy. o Assisted candidate with fundraising tactics and increased donor base. o Acquired and Implemented electronic donation systems . o Orchestrated event planning and social media strategy . o Headed donor relations . o Policy Analyst Responsibilities o Analyze and brief candidate on recent and upcoming congressional legislation. o Developing campaign policy stances and strategy . o Drafting talking points and media advisories. U.S. Senate - Office of Senator Ron Johnson - Legislative Corres pondent June, 2012 - January, 2014 o Legislative Portfolio o Foreign Relations*, Armed Services , Veterans Affairs, and Judiciar y o Duties o Wrote constituent correspondence . o Drafted legislation* o NOAA Amendment- Medal of Honor for Lt. Cushing - Passed o Met with constituents , lobbyists, and other legislative personnel. o Prepared documents of Senator Johnson's meetings, committee busines s, and media hits.* o To include, situation reports, biographies, vote recommendations, and research projects" o Systems Administrator and Administrative Director duties o Resolved office IT issues, computer installations, and procurement of office equipment. o Ordered office supplies such as scratch pads, paper, awards, and printing supplies . *Denotes responsibilities that were often associated with Foreign Relations Committee activities. AMERICAN pVERSIGHT MULTI-VA-17-0566-E-000002 UnitedStatesArmy- CombatEngineer128 - TeamLeader February, 2009 - June , 2012 o Team Leader - 570 th Sapper Co. o Assigned five soldiers o Responsible for the training and ultimately leading soldiers in a combat environment. o Truck Commander and Arm Operator of Buffalo IED interrogation vehicle. o Conducted more the 150 Route Clearance missions, clearing more than 3,000 km of roads in Helmand Province , Afghanistan during the surge of 2011. o Leadership Responsibilities o Platoon SIP (Blow in Place) - Tasked with identifying and disposing of explosive munitions . o Platoon COIST (Company Intelligence Support Team) - Worked to identify possible intel targets . o Master Driver - Responsible for training soldiers on how to operate and maintain all MineResistant Ambush Protected (MRAP) combat vehicles . o Company Combatives Instructor - Train soldiers on hand to hand combat tactics. o Schools o Explosive Ordnance Clearance Agent (EOCA) o US Army Combatives - Levels 1 & 2 o Afghanistan Blow in Place Certification (SIP) o Special Forces Assessment and Selection (SFAS) - Twice AMERICAN PVERSIGHT MULTI-VA-17-0566-E-000003 1 Thomas G. Bowman J.D. Colonel USMC (Ret.) PROFESSIONAL EXPERIENCE January 2015 – Present States Senate Majority Staff Director, Committee on Veterans Affairs, United April – December 2014 Senior Policy Advisor, Republican Staff, Committee on Veterans Affairs, United States Senate August 2012 – April 2014 Special Assistant for Veterans Research, Office of Research and Innovation, University of South Florida, Tampa, FL Assist the Associate Vice President for Veterans Research in support of fostering research collaborations, identifying funding opportunities, build the research infrastructure, and conduct state-of–the art research aimed at the rehabilitation of military veterans and their adjustment and reintegration into civilian life. February 2009 – June 2012 Senior Advisor, VA Sunshine Healthcare Network, St. Petersburg, FL (VISN 8); Acting Deputy Network Director (February-December 2010) (Retired from VA June 30, 2012) The VA Sunshine Healthcare Network (VISN 8) was a health care system made up of eight hospitals, 55 outpatient clinics, eight nursing homes, and five domiciliary facilities. VISN 8 currently provides health care services to almost 1.68 million veterans in the state of Florida, 19 counties in southeastern Georgia, and the Caribbean (Puerto Rico and the U.S. Virgin Islands), utilizing a budget of approximately $4.2 billion and employing over 22,300 personnel. The Deputy Network Director, assists the Network Director in the execution and oversight of the Network’s administration, financial management, revenue, and capital assets. The Deputy and Senior Advisor have delegated authority to speak for the Network with the VA’s Central Office (VACO) and outside Federal, state and local agencies. This included representing the Network Director at national, state and local meetings. The Senior Advisor serves as a liaison, where appropriate, with senior officials in the VA’s Veterans Health Administration (VHA) in Washington, D.C., VISN 8 medical centers and other VA staff offices in communicating information on VISN 8 programs and policies. Additionally, the Senior Advisor assists the Director in developing and maintaining effective relationships with Florida’s Members of Congress, Veteran Service Organizations, and State of Florida and Caribbean governmental officials. This also includes responsibility for the establishment and oversight of initiatives that relate to outreach, recruitment and retention of veterans for health care and other benefits or services from the VA. VERSIGHT VA-17-0566-A-000074 2 December 2011 – April 2012 Executive Detail Assignment, U.S. Senate, Committee on Veterans Affairs, Minority Staff, Washington, DC Ranking Member (Senator R-NC) requested, and the Secretary of Veterans Affairs approved, that I be detailed to the Minority Staff of the Committee for this period to assist and advise on interpretation of current VA policies, practices, procedures regarding Veterans Health Administration (VHA), Veterans Benefits Administration, and VA Central Office organization and field operations, budget execution, and program implementation. 2005 – 2009 Chief of Staff, Department of Veterans Affairs, Washington, DC As Chief of Staff of the Department of Veterans Affairs, the second largest Cabinet agency in the Federal government, with then an annual budget exceeding $90 billion and 270,000 employees, assists the Secretary and Deputy Secretary with mission accomplishment by contributing to the making and executing of timely decisions. The Department of Veterans Affairs is comprised of three primary organizations: Veterans Health Administration, Veterans Benefits Administration, and National Cemetery Administration. Responsibilities include coordination with key Department leaders, policy oversight, resource stewardship, risk management, and ensuring the office operates as a single, cohesive unit. Identify and analyze problems, manage information flow, and integrate and synchronize plans and direction. Advise and inform the principals on issues that are likely to become highly visible. Monitor execution of instructions, plans and orders. Also communicate with key stakeholders to include national veteran service organizations, key Congressional committees and other member of Congress, The White House, and provide intragovernmental coordination with other agencies as necessary to pursue VA’s operational mission. Provide natural disaster management and continuity of government and continuity of operations coordination. 2004 – 2005 Deputy Chief of Staff and Special Assistant to the Secretary of Veterans Affairs, Washington, DC The Deputy Chief of Staff assists the Chief of Staff, advising the Secretary and Deputy Secretary on the development and implementation of all policies, practices and management and operational approaches of the Department. The Deputy Chief of Staff is responsible for conducting thorough evaluations of significant departmental policies and proposals, and ensuring that balanced and accurate documentation of all options are presented for the consideration of the Secretary and/or Deputy Secretary. As Special Assistant to the Secretary performed duties, periodically, as the acting White House Liaison for the Department, working closely with the Secretary and Deputy Secretary on Presidential and other White House personnel appointments. 2003 – 2004 State Court Administrator, State of Rhode Island: Chief of Staff to the Chief Justice, Rhode Island Supreme Court, Providence, RI The State Court Administrator oversees all personnel matters, fiscal and budgetary management, and purchasing functions of the entire Rhode Island Judiciary and its unified court system which consists of six state funded courts (Traffic Tribunal, District Court [Misdemeanor], Superior Court [Felony], Family Court, Workers’ Compensation Court and Supreme Court). The State Court Administrator is called upon to represent and testify on behalf of the Rhode Island Judiciary before the General Assembly of Rhode Island (State Legislature). In addition, VERSIGHT VA-17-0566-A-000075 3 the State Court Administrator performs a wide range of managerial tasks, including the development and operation of automated information systems for all the courts; long range planning; collection, analysis, and reporting of information on court caseloads and operations; development and implementation of management improvement projects; and, the supervision of facilities. 2002 – 2003 Acting Assistant Secretary for Public and Intergovernmental Affairs, Department of Veterans Affairs, Washington, DC The Assistant Secretary serves as the principal advisor to the Secretary, Deputy Secretary and other senior VA officials concerning VA’s public communications, intergovernmental and consumer affairs programs, and manages a staff of 86 employees. The Assistant Secretary is responsible for development and implementation of VA’s communications strategy and interactions with officials within all Federal agencies, The White House, the Congress, private organizations, veteran service organizations, and the news media throughout the country. Additionally, the Assistant Secretary manages and directs VA’s official dealings and interaction with officials and representatives of local, county, regional and state governments and affiliated organizations. 1999 – 2002 Senior Counsel, Committee on Government Reform and Oversight, U.S. House of Representatives, Washington, DC The Committee on Government Reform and Oversight served as the House of Representatives chief investigative and oversight committee. Investigative issues included military involvement in the Branch Davidian stand-off at Waco, TX; military absentee ballot concerns during the 2000 elections; DOD’s Anthrax program; oversight of the various Department/Agency Inspectors General; defense health issues; veterans’ health and benefit issues; “Total Force” issues involving the National Guard and Reserve; constraints on military training due to environmental and urban encroachment; DOD civil-military cooperation programs; federal intelligence and surveillance issues; national health care issues; Corruption within the FBI in Boston, MA. Responsibilities included drafting Committee reports and assisting Committee hearings associated with investigative issues. 1998 – 1999 Senior Military Assistant to the Under Secretary of Defense for Personnel and Readiness, The Pentagon The Under Secretary is the principal advisor to the Secretary of Defense regarding all matters affecting the recruitment, retention, pay, promotion, retirement, health care and other benefits and privileges of active duty, National Guard and Reserve, and retired military and civilian personnel in the Department of Defense; and, all issues affecting the readiness of our Armed Forces to execute the national security strategy of the United States. The Senior Military Assistant advises and assists the Under Secretary regarding these matters and coordinates necessary meetings, discussions and policy issues concerning them with senior OSD, Joint Staff, Cabinet and other inter-agency officials, as well as Congressional committees, Members of Congress and their staffs. VERSIGHT VA-17-0566-A-000076 4 1995 – 1998 Senior Military Assistant and Civil Military Programs Manager for the Assistant Secretary of Defense for Reserve Affairs, The Pentagon The Assistant Secretary is the principal advisor to the Secretary of Defense regarding all matters affecting the organization, management, mobilization, and utilization of the National Guard and Reserve forces of the United States. The Senior Military Assistant advises and assists the Assistant Secretary concerning these matters, and coordinates the implementation of Secretarial policy and other decisions. Issues include involvement of National Guard and Reserve forces in support of national security commitments, international humanitarian and peacekeeping operations; response to domestic and international disasters; domestic civilmilitary programs; and, employer support of the National Guard and Reserve. Other duties included DOD liaison to the President’s Community Empowerment Board; President’s Crime Prevention Council; and, coordinator for DOD’s participation in support of the 1997 Presidents’ Summit on America’s Future to further volunteerism in America. 1990 – 1995 Private Practice of Law, Fall River, MA Involved in nation-wide representation in criminal and civil matters affecting Active Duty, National Guard and Reserve military members and their families; military retirees; and, other veterans of military service. Issues and concerns involved promotion, discharge and retirement; physical disability proceedings; medical care and treatment; tort claims against he Federal government; Inspector General, Standards of Conduct and Ethics in Government complaints. 1988 – 1990 Assistant District Attorney, Bristol County, New Bedford, MA Felony prosecutor in the Commonwealth of Massachusetts for cases arising in Bristol County. Duties involved criminal litigation; grand jury presentations; supervising court ordered telephone communication interceptions; liaison with Federal, state and local law enforcement agencies concerning multi-jurisdictional investigations. 1983 – 1988 Senior Marine Corps Representative and Instructor of Law at the Naval Justice School and Lecturer at the Naval War College, Naval Base, Newport, RI Instructed junior and senior military judge advocates and commanders on all aspects of military criminal and administrative law, regulations, and procedures. Lectured senior officers attending the Naval War College on federal laws affecting decision-making and accountability of senior military and civilian officials of the Federal government regarding personal and professional ethics; civil-military relations; joint operations involving military support to civil authorities resulting from natural and man-made disasters, and other national emergencies; and, law of armed conflict and associated rules of engagement involving hostile military operations. 1980 – 1983 Law Center Director, Marine Corps Recruit Depot, Parris Island, SC Responsible for providing legal advice, assistance, prosecution and representation to commanders, active duty and retired military members, and their families. Provided legal services to senior military commanders, active duty and retired military members, and their families. Supervised seven attorneys and 12 support staff members. VERSIGHT VA-17-0566-A-000077 5 1978 – 1980 Springfield, MA Director of Personnel Services, Western New England College, Responsible for development, implementation and supervision of all non-faculty personnel management policies of the college to include recruiting, retention, and termination; employee grievance procedures; life, health, and business risk management plans for students, employees, faculty, and physical plant operations. Principal advisor to the college leadership regarding compliance with all Federal, state and local employment laws, regulations, and policies. EDUCATION AND MILITARY SERVICE University of Texas, Austin, TX; B.A., Political Science Western New England College, School of Law, Springfield, MA; J.D. Marine Corps Active Duty and Reserve Service; Colonel, USMC (Ret.) Member, Secretary of the Navy Retiree Council BAR AFFILIATIONS Admitted to practice in the Commonwealth of Massachusetts, United States Court of Appeals for the Armed Forces, and United States Court of Appeals for Veterans Claims VERSIGHT VA-17-0566-A-000078 JAMES M. BYRNE EMPLOYMENT Lockheed Martin Corporation Associate General Counsel & Chief Privacy Officer Corporate Headquarters, Bethesda, MD - - - Corporate executive responsible for enterprise-wide privacy and data protection across the $46B, 100,000 employee global corporate infrastructure Implemented world-class program for reducing risk and creating marketplace differentiation Achieved International Association of Privacy Professionals (IAPP) certifications, and served as IAPP Board Member (2012-2016) and Board Chairman (2015) Implemented measures to facilitate improved and compliant trans-Atlantic data flows in response to changing European Union data protection laws Built and lead the corporate electronic discovery office; implemented enterprise-wide uniform procedures and annual data mapping effort; integrated legal hold, data collection, and review platform tool resulting in upwards of $10M in annual cost avoidance Lead and supported law firm and supply chain cybersecurity assessment initiative Also currently serve as corporate Cybersecurity Counsel, Office of Counterintelligence Counsel, Special Investigations Lead, and Enterprise Records Management Executive Director, Ethics and Business Conduct Information Systems & Global Services, Gaithersburg, MD - - - - 2007 –2008 Career Senior Executive Service (SES) member responsible for leading the federal investigative and prosecutorial agency charged with protecting federal employees from prohibited personnel practices Led 115 attorneys, investigators, and specialists and managed $20M agency budget while PAS agency head was under investigation (later indicted and convicted) Oversaw substantial increase in productivity metrics for daily operations, including sensitive whistleblower and oversight investigations Testified before full committees of the U.S. Senate and U.S. House of Representatives Attended monthly meetings of the President’s Council on Integrity & Efficiency (PCIE, now CIGIE) and routinely met with senior Executive Office of the President leadership Special Inspector General for Iraq Reconstruction (SIGIR) Assistant Inspector General for Investigations - 2008 – 2011 Board Member of wholly-owned Lockheed Martin Corporation subsidiary with core competencies in Mission Readiness, Peacekeeping, Global Infrastructure Support, and Disaster Relief activities Conducted leadership visit to remote project sites in Liberia, Sudan, Chad, Ethiopia, Kenya, and Democratic Republic of Congo Office of the United States Special Counsel (OSC), Washington DC Deputy Special Counsel - 2008 –2010 Responsible for rebuilding and reinvigorating the global ethics program Established, within eighteen months, an industry recognized best-in-class Ethics and Business Conduct program, restoring confidence in the company’s global cadre of professional ethics officers Member, Board of Directors Pacific Architects and Engineers (PAE), Arlington, VA - 2010 - present 2005 – 2007 Senior Executive Service (SES) member responsible for building and leading an office of 25 federal criminal investigators (series 1811) and staff in Iraq and Arlington, VA, responsible for oversight and investigation of the U.S. Government’s Iraq Relief and Reconstruction effort Led collaborative efforts with other federal law enforcement agencies resulting in more than 25 successful criminal prosecutions and asset seizures in excess of $20M VERSIGHT VA-17-0566-A-000079 - - Routinely briefed top-level U.S. and Iraqi officials and coordinated with U.S. and foreign law enforcement and military representatives Demonstrated expertise in False Claims Act; bribes, gratuities, and kickbacks; money laundering; theft of government property; Foreign Corrupt Practices Act; and, conflicts of interest Also served as SIGIR General Counsel and Anti-Corruption Advisor to the Iraqi Government U.S. Marine Corps (18 month Active Duty Recall) Officer in Charge, Marine Liaison National Naval Medical Center, Bethesda, MD Military Assistant to the Inspector General DoD Office of Inspector General, Arlington, VA Instructor, Law of War, ROE, Detention Ops Second Marine Division, Camp Lejeune, NC 2004 – 2005 American National Red Cross Assistant General Counsel, Chief Compliance and Ethics Officer National Headquarters, Washington DC 2002 – 2004 - As direct-report to the CEO, built first ethics and compliance program for $3B international disaster relief organization United States Department of Justice, Criminal Division Trial Attorney, Narcotic & Dangerous Drug Section DOJ, Washington DC - 1997 – 2002 Led indicted Carlos Castano and 12 lieutenants of the Autodefensas Unidas de Colombia (Paramilitaries) in Colombia, then largest narco-terrorist organization in the world Rendered from Panama to DC and convicted drug traffickers who controlled the Pan-American Highway in late 1990s Operation Millennium, which resulted in the arrest of 30 drug traffickers and money launderers in Bogota, Medellin and Cali Led component of U.S. Attorney General’s Heroin Initiative, a 12-month detail to Miami U.S. Attorney’s Office, Narcotics Section Convicted Miami middle-school principal of selling multi-kilogram quantities of cocaine on school property during school hours Honored as first prosecutor to receive the DEA Administrator’s Award for Exceptional Service United States District Court, Eastern District of North Carolina Federal Judicial Law Clerk The Honorable [Exemption 6], U.S. District Judge, EDNC, Greenville 1995 - 1997 U.S. Marine Corps 1987 – 2007 Officer (Infantry, MP, Joint Special Operations, Law of Armed Conflict) Active/Deployed – 1987-1992, 2004-2005 EDUCATION United States Naval Academy, Annapolis, MD B.S., Engineering - Distinguished Graduate - Brigade Commander 1987 Stetson University College of Law, St. Petersburg, FL Juris Doctor 1995 VERSIGHT VA-17-0566-A-000080 Christopher D. Syrek Associated Builders and Contractors - CT Chapter Rocky Hill, CT President January 2015 - Present o Serves as President of a trade association representing over 200 commercial construction contractors o Manages all association operations, a staff of seven and a million plus dollar annual budget o Responsible for external affairs, media relations, government relations and political advocacy o Serves as the association's lobbyist, advocating for our members before legislative, administrative and municipal bodies of government o Develops effective grassroots strategies by engaging association members and building coalitions with other interest groups o Works with the association's Board of Directors to implement our strategic plan and initiatives o Responsible for building and maintaining relationships with members, industry leaders and stakeholders o Ensures that our member companies promote a culture of compliance, workforce training and a commitment to world-class safety in the industry o Works with our national office to ensure all chapter business is carried out within the limits of our association bylaws Associated Builders and Contractors - CT Chapter Rocky Hill, CT Government Affairs and Membership November 2012 - December 2014 o Managed political advocacy, legislative affairs, membership sales and member relations o Tracked legislation and other political developments pertinent to the association and the industry o Prepared public testimony to present to legislative committees and municipal governments o Managed ABC's membership portfolio regularly meeting with members and recruiting prospective members Lisa Wilson Foley for Congress Avon, CT Campaign Manager August 2011 - September 2012 o Managed 1.5 million dollar budget along with Connecticut and Washington, D.C. fundraising efforts o Developed a paid media plan, a voter contact mail plan, as well as an earned media and communication strategy o Managed staff of seven including Finance Director, Field Director, Field Reps, Treasurer, and general office staff o Coordinated with vendors for polling, media, mail, PAC fundraising, web and voter contact o Introduced the Candidate to Elected officials and opinion leaders through individual meetings o Served as campaign spokesperson and handled all media releases and inquiries The Ripon Society Washington, D.C. Policy Assistant January 2011 - August 2011 o Performed policy research and tracked legislation to report to our Policy Director and President o Met regularly with congressional staff to discuss and receive legislative updates o Coordinated events, panel discussions, and forums centered around key legislative issues to promote active dialogue between our corporate members and Members of Congress o Monitored both Capitol Hill news and national news to update both our website and our social media sites Tom Foley for Governor West Hartford, CT Regional Field Director February 2010 - November 2010 o Managed field operations for two congressional districts including two field offices, staff assistants and interns o Developed nominating convention strategy; Foley doubled the delegate count of both his opponents in my districts securing the Republican Party endorsement on the first ballot o Staffed the candidate in the field, coordinating advance work for rallies and public events, and working with our Press Secretary to gain earned media at events Education Roger Williams University Bachelor of Arts, History Minor, Legal Studies VERSIGHT - Bristol, RI MULTI-VA-17-0566-E-000004 CAMILO SANDOVAL  B A C KG ROU ND S U MM A R Y A military veteran and results-oriented leader with expert proficiency in aligning technical solutions with business goals. Have dedicated 20+ years managing teams in dynamic and fast paced industries ranging from global financial capital markets, risk and information technology, and development of data-driven solutions. Demonstrated expertise in leading enterprise-wide initiatives that streamline operations, reduce risk, optimize productivity, and effectuate positive organizational change. A team player driven by collaborative approaches and a growth mindset. Regarded for strategic ability to drive innovation, develop and motivate high-performance teams, and work well under pressure to manage and meet multiple project deadlines on schedule and under budget. MBA in Finance and Strategy from Indiana University, and Bachelor in Finance from the University of Texas (magna cum laude). Bilingual in English and Spanish with working knowledge of Japanese.  C HR ONOLOGI CA L E XP ERI E NC E U.S. Department of the Treasury, Washington, D.C. Senior White House Advisor, Head of Treasury Presidential Transition Team 2017–Present [Exemption 6] for President, Inc., New York, NY Director, Head of Political Data Strategy and Voter Contact Operations 2016–2017 American Express, New York, NY Chief of Staff Enterprise Growth and Digital Payments Group 2012–2015 American Express, New York, NY Global Credit Risk Officer Global Merchant Services and Risk Information Management Group 2011–2012 Bank of America Merrill Lynch, New York, NY Investment Banking Associate Global Healthcare Investment Banking Group 2008–2010 Fiserv, Dallas, TX Senior Strategy Consultant Retail and Commercial Banking, Revenue Enhancement Group 2003–2007 American Airlines, Fort Worth, TX Manager Department of Information Systems 1999–2001 United States Air Force, Misawa Air Base, Japan Signals Intelligence Analyst East Asia Enciphered Communications 1993–1998 National Security Agency (NSA)/United States Air Force, Fort Meade, MD Senior Intelligence Analyst Operations Directorate for SIGINT 1998–1999  E D UC ATIO N C RED ENTIAL S Master of Business Administration in Finance and Strategy Indiana University, Bloomington, IN Bachelor of Business Administration in Finance University of Texas Graduated magna cum laude Enciphered Signals Intelligence Collection United States Air Force National Cryptologic Training School Security Licenses FINRA Registered Series 7 – General Securities, Series 63 – Uniform Securities General Law, Series 79 – Investment Banking  M IL ITA RY A W AR D S Joint Meritorious Unit Award, Joint Achievement Medal, Persian Gulf War - National Defense Service, Air Force Longevity Service Award (2), Air Force Overseas Long Tour Ribbon, Airman of the Quarter, Samuel B Morse Award 1 Page H VA-17-0566-A-000082 Curtis E. Cashour QUALIFICATIONS SUMMARY      More than 15 years of political, corporate, military and nonprofit communications experience  Worked directly with presidential candidates, members of Congress and top military leaders to plan and execute successful earned, paid and social media efforts Served as an on-the-record spokesperson on and off camera to local and national media outlets Advertising work has been profiled by the Washington Post, CBS News and CNN  Iraq war veteran and recipient of the Bronze Star Medal and Combat Action Badge PROFESSIONAL EXPERIENCE U.S. House of Representatives, House Committee on Veterans’ Affairs Communications Director – Jan. 2013 – May 2015; Oct. 2015 – Jan. 2017     Led communication efforts that helped force the resignation of the Department of Veterans Affairs secretary and generated widespread congressional support for 29 veterans bills that became law  Served as the committee’s chief communications strategist, planning and implementing earned and social media campaigns to build support for key legislative and government oversight efforts Managed relationships with hundreds of reporters, routinely securing strategic placements with outlets such as The New York Times, The Washington Post, CBS News and The Wall Street Journal Authored op-eds appearing in publications such as The Wall Street Journal, Time and Huffington Post  [Exemption 6] for America Deputy Communications Director – July 2015 - Sept. 2015     Helped lead a communications, research and digital team of more than 20 people Ran all aspects of the campaign’s candidate and surrogate booking operations, from message development and interview preparation to managing relationships with top national news programs Led the campaign’s op-ed team, writing and supervising production of dozens of opinion pieces for local and national publications such as Real Clear Politics, the Des Moines Register and Red State  Supervised the campaign’s outreach efforts to conservative media and grassroots stakeholders [Exemption 6] for President Virginia Communications Director – May 2012 - Nov. 2012    Served as the campaign’s chief spokesperson in Virginia, managing relationships with dozens of local, statewide and national media outlets and routinely conducting on and off-camera interviews Led a team of five communications staff and volunteers, ensuring maximum coverage of campaign and surrogate events, as well as responses to Obama campaign activities Planned and executed dozens of press conferences and events, which frequently received local, statewide and national media coverage Revolution Agency Managing Director – May 2011 – May 2012; Vice President – Nov. 2008 - May 2011; Account Executive – July 2008 - Nov. 2008     Planned and executed integrated communication campaigns for political and corporate clients  Directed the agency's digital practice, managing all aspects of Web design and advertising for clients  Oversaw the agency's direct mail operations; produced more than 100 direct mail pieces for U.S. House, Senate and advocacy campaigns during the 2008 and 2010 elections  Served as an on-the-record spokesman to media outlets for stories involving agency initiatives  United States Army, Office of the Commanding General, Multi-National Corps – Iraq/III Corps Speechwriter and Photojournalist – July 2006 - July 2008   Wrote more than 20 speeches for the ground commander of all coalition forces in Iraq  Researched, drafted and edited commander’s newspaper columns and all official correspondence  EDUCATION Ohio University: Bachelor of Science, Interpersonal Communication, 2001 Work history prior to July 2006 is available upon request VERSIGHT VA-17-0566-A-000083 Melissa S. Glynn, Ph.D. EXPERIENCE OVERVIEW With over 25 years of experience driving transformational change on behalf of public sector organizations, addresses large-scale change through restructuring operations, implementing enabling technologies, driving cultural change and building human capital capacity. Leading client engagements and an innovative Public-Sector Restructuring consulting practice. The practice 's work improves value to citizens and recipients while achieving fiscal stability with an expertise in public health and welfare. Client engagements include balancing political complexities while driving sustainable change in school districts , universities , state level programs and financial management in Maryland , Pennsylvania, North Carolina , South Carolina , Puerto Rico, Guam and the U.S. Virgin Islands and possessing experience working with federal agencies in projects involving technology, acquisitions and procurement , real property management , and compliance/operational risk management. Prior to joining Alvarez & Marsal , served as a Principal with PricewaterhouseCoopers (PwC) supporting the development the Public-Sector practice and serving as Global Engagement Partner for services to the U.S. Department of Veterans Affairs (VA). In that capacity , led efforts related to technology infrastructure and information security, financial management and internal controls, healthcare strategic planning and real estate , healthcare revenue cycle, acquisitions and logistics , and personnel training and development during the Bush Administration . Previously, served as Associate Director for the Center for the Management of Information (CMI) at the University of Arizona concurrent with completion of dissertation work. At CMI, responsible for directing day-to-day operations and led research initiatives on behalf of several defense research organizations including a program for the air force research lab related to logistics improvement, the Command Ship of the Future Program for the Defense Advanced Research Projects Administration, and the Defense Environmental Security Corporate Information Management office. Additionally , as research assistant at Los Alamos National Laboratory, designed information systems to support public access on environmental remediation activities. PROFESSIONAL EXPERIENCE Practice Leader , Public Sector Solutions - With P&L responsibility , leads a team of 45 professionals committed to achieving significant change related to how government operates, educates, delivers services to its citizens and supports internal operations. Services focus on the following: Public Education at the K-12 and in Higher Education , Human Services , State and Local Government and Public /Private Partnerships and Real Estate. A&M 's work is distinguished by an operational focus with an objective to implement and drive results. Examples of client engagements include: Maryland Developmental Disabilities Administration / Department of Health and Mental Hygiene- Serves as project executive on A&M's effort with the State focused on transforming the system from provider driven to individual choice orientation including defining the operational concept and requirements for a replacement of the agency's operational and payment system. The team recommended and is defining the vision and requirements for DDA's agile development effort for the Departments' Long Term Support Systems to replace its homegrown system. Previously served as acting agency director and directed staff in interim CFO and budget management roles. In cortjunction with DMHM leadership, responsible for authoring and supporting the passage of payment reform legislation. Was instrumental in initial stakeholder coordination in support of DDA 's turnaround activities including working with multiple not for profit and advocacy organizations . Reduced state funding requirements by over $20 million annually. AM RICAN pVERSIGHT VA-17-0566-A-000084 Melissa S. Glynn, Ph.D. Page 12 U.S. Postal Service - Serves as a Project Executive for an Independent Assessment of USPS ' operations in compliance with the Postal Accountability and Enhancement Act of 2006 (PAEA). A&M and the Institute for Supply Management (ISM) were engaged to determine if operational efficiencies could be made to improve USPS's financial situation within its current legislative and regulatory constraints. The team performed an assessment of the end-to-end supply chain , network optimization , logistics and processing and retail operations , which included analyzing detailed transactional data, conducting benchmarking , performing interviews, site visits and observations. The team recommended 11 efficiency and cost savings initiatives , including more efficient management of transportation spending, improved automation, enhanced alignment of staff to workload drivers , expanded self-service kiosks , and carrier route and collection box optimization with an opportunity for a combined $3.0 billion in average annual savings , including about $1.4 billion in average annual savings available under current legal, regulatory, and labor constraints . This effort has been nominated for a Supplier Excellence Award. State of Kansas- Served as project executive on a multi-faceted effort sponsored by the Kansas Legislature with support from the Governor' s office. Conducted the review in 90 days and produced I05 recommendations outlining the potential for over $2 billion in savings over five years. Responsible for the review of twelve agencies by over 40 professionals including managed care Medicaid delivery, Corrections, Child Welfare, Information Technology Management, and K-12 education. Personally, testified over 20 times in front of the Kansas Legislature regarding implementation strategies. North Carolina Division of Medical Assistance (DMA) - Served as project executive overseeing A&M ' s effort supporting the redesign of DMA, the State' s 14 billion dollar Medicaid agency. Responsible for the stabilization of the financial performance of the Medicaid system correcting a I .8-billion-dollar deficit over five years and achieving financial surpluses of over 400 million in the year A&M was engaged and for the following two years. Oversaw the organizational redesign and project integrity improvement efforts. Developed organizational design and rollout of new organization through town halls and other organizational development. As a Principal with PricewaterhouseCoopers, LLP (1998-2008) Department of Veterans Affairs Relationship Partner and Federal Advisory Operational Risk Leader Responsible for a team of 75 professionals on the VA account delivery team and for 150 professionals overall on a variety of VA and DoD engagements . Recipient of an A ward for Meritorious Service by the Undersecretary for Health related to defueling the VA 's only research nuclear reactor impacting safety, security and operational cost. Examples of client engagements include: • • • • Driving the implementation of an enterprise risk management culture change program and an automated improper payments detection capability for the Defense Finance and Accounting Services Leading a national assessment of logistics operations and acquisitions functions across VA resulting in reorganization of the Office of Acquisitions and Logistics, strategic sourcing improvements and compliance improvements Leading a "lessons learned " effort to determine drivers and a path forward following the initial failed CoreFLS implementation across 38 operating facilities and locations Standing up VA 's Acquisition Intern Academy designed to create mission focused contracting professionals AMERICAN pVERSIGHT VA-17-0566-A-000085 Melissa S. Glynn, Ph.D. • • • • • • Page I 3 Leading a national level Capital Asset Realignment for Services business plan studies evaluating healthcare facilities and care across the nation including leading over 20 Hill briefings and 12 Town Hall meetings Leading multiple engagements supporting VHA 's Chief Business Office related to third party claiming, registration, National Provider Identification, etc. Assessing VHA's Decision Support Systems Designing a Managerial Cost Accounting system for the Veterans Benefits Administration Remediation of the VA 's TRIGA reactor and coordination on decommissioning activities with the Nuclear Regulatory Commission Defining requirements for VHA's Office of Research and Development intramural grants management capability As Associate Director, Center for the Management of Information, University of Arizona ( 1995-1998) • • • • Facilitated over 250 sessions utilizing collaborative technology to build consensus, conduct strategic planning, and jointly design information systems with federal, state, research and education groups Supported design enhancements for collaborative technology support distributed group interactions, decision making and knowledge management Led sponsored projects related to Object Oriented Design in Collaborative environments funded by the Defense Environmental Security Corporate Information Management office Served as program manager for the Air Force Research Laboratory's Collaboration Environment improving Depot and Wing communications and logistics planning EMPLOYMENT HISTORY Alvarez & Marsal, Public Sector Services, LLC PricewaterhouseCoopers, LLP The Center for the Management of Information, University of Arizona Los Alamos Research Laboratory Managing Director and Practice Leader Senior Associate through Partner Associate Director 2009 - Present 1998-2009 1995 - 1998 Research Assistant 1993 EDUCATION Ph.D., Library and Information Science/ minor in Management Information Systems, University of Arizona, Tucson, Arizona Masters of Arts, Library and Information Science, University of Arizona, Tucson, Arizona Bachelors of Arts with High Honors, Art History and Philosophy, Rutgers University, New Brunswick, New Jersey ASSOCA TIONS AND CERTIFICATIONS Prosci Change Management Certified Quorum Foundation for Women Now+ Next Mentoring Board Member Board Member DC Chapter of the International Women's Insolvency and Restructuring Confederation American College of Healthcare Executives Former Board Member USO DC Capital Area AMERICAN PVERSIGHT VA-17-0566-A-000086 CATHY HAVERSTOCK VALUE TO YOUR TEAM SERVICE: 26 years in the Air Force - 29 years federal service and counting. PASSION: Mission, military members, veterans, families and constituents. FOCUS: Legislative affairs, mentoring, people/mission management, strategic communications/planning and high-level executive support. EXECUTION: Self-motivated, complex projects, transparency, and respect for teammates. PROFESSIONAL EXPERIENCE 58 PRESIDENTIAL INAUGURAL, Washington, DC 2016 to Pres. Director, Military Operations and Security. Joint Congressional Committee on Inaugural Ceremonies (JCCIC) and Republican Professional Staff. US Senate Committee on Rules and Administration • Strategic planning of the security perimeter, counter threat, credentialing, logistics, ceremonial movements, snow plan, alternate location plan, full dress rehearsal plan, military communications, military unit coordination, military inclement weather plan, military escort plan. Synthesized execution of all military operations, credentialing, and agency coordination for the constitutionally • mandated Capitol Hill ceremonies of this historic inauguration. • Invited to return after successfully executing these responsibilities for the 56th and 57th Inaugurations ™ MILITARY LEGISLATIVE ASSISTANT, Office • • of us Senator , Washington, DC 2013 to 2016 Senior Advisor to Senior Armed Services Committee Member Representing Huge MilitaryNeteran Population Advised on key issues: Crimea invasion, Syria, Iraq, Iran, southern border/drugs/unaccompanied minor crossings, pivot to asia strategy, RD-180 space launch engines, military personnel benefits, veterans' benefits, veterans' suicides, veterans' toxic exposure since WWII, three National Defense Authorization Acts, crafted floor statements, op-eds, speeches, briefings, memos and other materials to ensure the Senator was fully prepared for hearings, constituent meetings and phone calls. Influenced other US Senate and House staff and committee staff to garner support for legislative proposals. Washington, DC 2013 to 2013 Senior Analyst, Research, Strategic Communications. and Legislative Outreach Team (GS-15 equiv) • Used analytical and evaluative techniques to assess policies, programs, and operational efficiency of Active and Reserve components in the Air Force as well as compliance with applicable laws and regulations. NATIONAL COMMISSION ON THE STRUCTURE OF THE AIR FORCE, l 'i'lro Washington, DC 2 0!1t;ft2 Co) f Senior Advisor to the Deputy Assistant Secretary. Reserve Affairs, (2010 - 2012) (Colonel) • Primary advisor to the Assistant Secretary of the Air Force on Total Force Integration and SAF/MR lead analyst to OSD. • Advised the Office of the Secretary of Defense on Air Force active component/reserve component mix and operational readiness levels on several different studies with short report deadlines. Team Lead/Analyst/Executive Officer, Quadrennial Defense Review (QDRJ. (2009- 2010) (Lt Col) • Motivated a high performance team providing the QDR Director and Senior Air Force Leaders with cogent analysis of the future threat environment and military force mix decision matrices. U.S. AIR FORCE - PENTAGON, U.S. AIR FORCE - PENTAGON, Washington, DC Air Force Legislative Affairs/Speechwriter/National Defense University Student (Maj-Lt Col) UNITED STATES SENATE, U.S. AIR FORCE, Washington, DC Defense Legislative Fellow (Maj) Various Locations and increasing positions of authority MASTER OF SCIENCE IN NATIONAL RESOURCE STRATEGY BGS UNIVERSITY OF NEW ORLEANS 2003 to 2008 2001 to 2002 1987 to 2000 THE EISENHOWER SCHOOL, NDU, WASHINGTON, DC DISTINGUISHED GRADUATE, AIR FORCE ROTC VA-17-0566-A-000087 4 -- r; JAMES E. HUTTON SUMMARY OF QUALIFICATIONS: • • • • • • • • • Provided counsel to senior leaders in the U.S. Army, a non-profit organization, and in the Department of Veterans Affairs, in a public relations career spanning more than 20 years. Planned and executed national media events to educate and inform numbers Veterans Affairs audiences through multiple events including directed nationwide media engagements by directors in Veterans Health Administration (VHA), Veterans Benefits Administration (VBA), and National Cemetery Administration (NCA) and Secretary and Deputy Secretary level engagements. Developed External Communications management plan as part of the Secretary’s MyVA initiatives. Career Army officer, with more than 26 years of service (1987-2013) culminating as Deputy Chief of Army Public Affairs, conceptualizing, designing and executing Army communication strategies. Recognized as a leader, manager, writer, and spokesman with a specialized focus in public relations including strategic, crisis and social media communication. Directed and led communications planning for major combat operations including international media coverage of the “Surge” 2007-2009 that successfully educated international and American audiences about its key meaning in the American public dialogue. Contributed as the senior public affairs officer and primary spokesperson for the Commanding General of Multi-National Force-Iraq and developed numerous major international media engagements for senior leaders. Developed national-scope public communication campaigns such as a nationwide tour for Medal of Honor recipient Staff Sgt Salvatore Giunta resulting in more than $1M in equivalent advertising value. Seasoned planner and significant hands-on contributor ensuring key stakeholders were informed at the highest levels including personal briefings and tailored media plans for the Chief of Staff of the U.S. Army and Secretary of the Army resulting in nationwide reporting on major Army issues. PROFESSIONAL EXPERIENCE: Deputy Assistant Secretary (Acting) (Public Affairs), U.S. Department of Veterans Affairs, Washington, D.C. (August 2016 – present) (Paid as GS-15 in permanent position of Director of Media Relations – Total Compensation $144,000) • Directed and supervised digital engagement, field operations nationally, and department media relations teams. AMERICAN PVERSIGHT VA-17-0566-A-000088 James E. Hutton 2 • • • Engaged with the strategic communications team to formulate department-level information and education campaigns focused on Veterans, families, Congress, and Veterans Service Organizations and other stakeholders. Served as principal advisor to the Assistant Secretary (Public and Intergovernmental Affairs) on public affairs matters. Coordinated the development of the Assistant Secretary (Public and Intergovernmental Affairs) public affairs training for senior leaders in multiple formats. Director of Media Relations, U.S. Department of Veterans Affairs, Washington, DC (August 2014 – August 2016) Total Compensation $144,000 • • • Supervised and led the Office of Media Relations in support of the Secretary’s and Deputy Secretary’s public affairs/relations goals on a nationwide basis. Developed strategies to disseminate national-level information about culture change, policies, and programs to ensure key audiences gained full awareness of news and emerging information. Worked closely with the strategic partnership team to build communications plans for specific events. Engaged wide variety of media reporters across the spectrum of issues confronting the Department through electronic means, press conferences, focused interviews and ad hoc events, many of which included participation by the Secretary, Deputy Secretary and other senior officials. Chief Communications Officer, Tragedy Assistance Program for Survivors (TAPS), Arlington VA (August 2013 – August 2014) Total Compensation $120,000 • • • • Supervised, reviewed, and executed media relations, social media, and internal information programs, leading to national coverage of issues related to families of America’s fallen active military members. Provided media training to TAPS staff. Supervised information technology (IT) procurement, maintenance and life-cycle strategy. Supervised publication of TAPS magazine and other publications. Deputy Chief, U.S. Army Public Affairs, The Pentagon, Washington, DC (June 2012-July 2013) (at the rank of Colonel) (Officially retired October 2013) Total Compensation $170,000 • • • Provided wide range of strategic communications advice to the Chief of Public Affairs for national-scope campaigns using media relations, community relations, social media, and internal information. Delivered lectures and instruction to general officers and senior civilian leaders, and brigade and battalion commanders about strategic public relations increasing awareness of Army messages. Coordinated public communication activities of Army major commands to ensure clarity and accuracy of information distributed nationwide. AMERICAN PVERSIGHT VA-17-0566-A-000089 James E. Hutton 3 • Ensured understanding and consistent use of public affairs regulations and practices for the Army staff. Chief of Media Relations, U.S. Army Public Affairs, The Pentagon, Washington, DC (June 2011-June 2012) • • • Served as the spokesperson and first point of contact for media regarding Army-level issues, including matters such as senor official and combat misconduct, major investigations, review of acquisition programs, and personnel programs. Provided counsel to senior leaders, including the Secretary, Chief of Staff, Vice-Chief of Staff and Chief of Public Affairs on Army topics generating significant media interest. Built a team to capture understanding of media impacts and training the team to form options to address issues, resulting in products used by senior leaders to assess effectiveness. Chief of Plans & Operations, including Community Relations, The Pentagon, Washington, DC (June 2010-June 2011) • • • Designed and led a nationwide communication operation including extensive travel with SSG Salvatore Guinta, the nation’s first living Medal of Honor recipient since the Vietnam War. The operation led to personal and media contact with SSG Giunta resulting in communication with millions of Americans and generating an equivalent advertising worth of more than $1M. Developed relationships with the NFL and universities in support of community relations events at football games resulting in the use of the “First-Pass” by the Kansas City Chiefs, Minnesota Vikings, Princeton, Catholic Univ., Virginia State, Columbia and others. Designed a communication plan for the Secretary of the Army’s implementation of an Armywide cost-savings program targeted at a major portion of the force. Public Affairs Officer to the Commanding General, Multi-National Force-Iraq, Baghdad, Iraq (September 2008-June 2009) • • • • • As the senior communication strategist, created and executed a tailored communication plan for the Commander of Multi-National Force-Iraq, Commander of Multi-National Force-Iraq. Awarded Bronze Star medal for contributions. Led, organized and designed CBS News’ “60 Minutes” engagement with the Commander of Multi-National Force-Iraq. Results included two segments, including season-premiere airing to an audience of 21 million Americans. Coordinated public communication with the U.S. Embassy in Iraq, the National Security Council, Department of Defense, Joint Staff and the military services on behalf of the commander. Organized and prepared the Commander of Multi-National Force-Iraq and other leaders for high-level international press conferences throughout Iraq and the Pentagon. Served as personal spokesperson for the commander to high-level U.S. media outlets on sensitive topics leading to favorable, accurate articles in news outlets such as the New York Times. AMERICAN PVERSIGHT VA-17-0566-A-000090 James E. Hutton 4 • Wrote many key statements for the commander in preparation for media engagements including a major Pentagon press conference by the Commander of Multi-National ForceIraq resulting in international media coverage. III Corps Public Affairs Officer, Fort Hood, TX (June 2005-July 2008), including duty at Multi-National Corps-Iraq, Baghdad, Iraq (November 2006 – February 2008) • • • • • Directed a joint and international staff that coordinated communication in operations in an organization that at one point had more than 160,000 personnel in Iraq. Published 1000’s of news releases, created and coordinated more than 100 separate media engagements. Awarded Defense Meritorious Service Medal for contributions. Created and execute international media campaign related to the “Surge” leading to wide media coverage in print and electronic media. Awarded Bronze Star Medal for “Surge” contributions. Trained the new Iraqi Army public affairs leaders on facets of U.S. military doctrine, execution of programs, and media engagements leading to the staffing of Iraqi divisions with public affairs teams. Led public affairs including media relations, community relations, and internal information at the Army’s largest installation when not in Iraq. Awarded Meritorious Service Medal for contributions. Director of Public Affairs, 1st Cavalry Division, Ft. Hood, TX, (December 2003-June 2005), including duty in Baghdad, Iraq (March 2004 – March 2005) • • • • • • Provided personal public relations advice to the Commander of the 1st Cavalry Division in Baghdad with more than 39,000 U.S., coalition, and Iraqi Forces including daily briefings on media activities. Awarded Bronze Star Medal for contribution. Created the media relations plan for the first national elections in Iraq following regime change. Averted a media disaster by providing video footage of enemy forces that attacked the U.S. Embassy to worldwide media, demonstrating our ability to track and defeat forces attacking the embassy. Led first live interview through Defense Video Distribution System (DVIDS) from Baghdad and hundreds of interviews thereafter. Since that time 1000’s of interviews directly connect forward-based forces to worldwide news outlets. Served as the primary spokesperson for Task Force Baghdad, personally responding to, or coordinating responses for, thousands of media queries over 12 months. Supervised the publication of a daily online news letter and weekly newspaper for US forces in Baghdad. Published more than 1,600 press releases over 12 months to international outlets. Director, Public Affairs, U.S. Army Maneuver Support Center and Fort Leonard Wood, Fort Leonard Wood, MO, (May 2002 – November 2003) AMERICAN PVERSIGHT VA-17-0566-A-000091 James E. Hutton 5 • • • Provided counsel and served as spokesperson for Commander of the US Army Maneuver Support Center and Fort Leonard Wood on major public affairs activities: media relations, community relations and internal information. Managed a staff including division chiefs in the three major areas. Supervised the publication of an installation newspaper, the chief internal communication product, with a print circulation of 15,000. Developed relationships with stakeholders including universities, city governments, major sports teams with the design of ensuring key stakeholders remained aware of mission requirements. EDUCATION AND TRAINING: • • • • • M.S. National Defense University (National War College), Washington, DC M.A. Webster University, St. Louis, MO B.S. Oklahoma State University, Stillwater, OK Diploma, U.S. Army Command and General Staff College, Ft. Leavenworth, KS Diploma, Public Affairs Officer’s Course, Defense Information School, Ft. Meade, MD AMERICAN PVERSIGHT VA-17-0566-A-000092 John E. Wagner Senior Executive / VP / Director - Principal Strategist Communications Strategy / Cyber & Technology Strategy / Cost Control / Large Project Management Problem Resolution / Global Experience / Operations / Strategic Partnering / Business Development / Senior executive with over 25 years of experience in Communications, Public Affairs, and cyber technology within Fortune 100 companies - Accenture, IBM, WorldCom, Marriott, Ford and others. Led large complex technical projects for Ford Motor, Marriott Hotels, DuPont, Caterpillar, and Time Warner Telecom. Adept at working with C- level executives. Skilled at reducing costs, improving processes, and customer service combining a thorough knowledge of technology with business acumen. Spearheaded business development solutions in Asia and Middle East.  Developed strategies for global engagements in both Technology and Communication  Advised senior U.S. Representatives on issue with military and defense CAREER SUMMARY Vice President, America Matters 8/15/16 – Present Senior executive responsible for planning, writing and executing CEO and Founder’s vision on engaging Americans thru social media on maintaining the main pillars of America- Values, Veterans, and Families. Developed and wrote scripts, established web presence, established large Facebook following (millions engaged weekly) and directed contractors and consultants on other aspects of the firm. Deputy Director of Communications and Media, GOP Convention 2016 6/6/16 – 8/1/16 Senior communications professional for Committee on Arrangements responsible for producing and disseminating media information. Developed talking points, campaign emphasis, Top Lines, media engagements, and plans on how to develop messaging. Directed the Surrogacy Program for the campaign at the convention, engaging and informing Candidate surrogates on campaign positions and speaking engagements. Senior Intelligence Analyst, CACI Corp 12/29/14 – 6/6/16 CACI contract analyst to US CENTCOM headquarters operations. Developed, analyzed and distributed current operations material to Senior CENTCOM staff to include Commander. Responsible for monitoring and analyzing sensitive operations, gathering open-source information, as well as advising staff on appropriate responses to events. Product/Project Manager, Absio Corp 2/29/2014 – 6/20/14 Software development project manager using modified AGILE system. Developed plans, schedules, and interfaces for teams developing highly sophisticated cyber security software. Early investor and business developer for Absio; developed team functions and advised CEO/CTO on issues in product development. Key cyber engagement manager for Federal cyber procurement process. Senior Planner, U.S. CENTCOM Headquarters 7/2010 – 5/2016 Assigned to CENTCOM headquarters as a civilian consultant; hired as senior Government GS employee shortly afterwards. Advised Division Chief and Command staff on Communication Integration, Public Affairs, Key Leader Engagements and Press material. Devised plans for some of the most sensitive operations at CENTCOM. Developed key engagement strategies for global issues. Expert in Arabian Peninsula countries and issues. Campaign Director, US Senate Campaign 8/2009 – 5/2010 Appointed Chief of Staff and Campaign Director for major US Senate bid for Colorado. Developed campaign strategy, hired/trained staff in campaign, managed media and event coordination across the state, and developed New Media strategies to improve recognition. Fund raising, site design, message development for entire campaign. Advised other campaigns on strategies. Responsible for entire campaign administration. Founding Partner, Operations Manager, SOG Media 3/2008 Founder of New Media company focused on developing projects for DoD media. Movies, Blogs/websites, and other forms of online information. Advised senior DoD officials in developing New Media strategies for entire networks. VERSIGHT VA-17-0566-A-000093 John E. Wagner 2 Practice Lead, Western Division / EMC Corp 10/2007 – 3/2008 Responsible for the growth and development of the entire Consulting practice for EMC’s Western Division, focusing on Cyber Networks and Data Center practices. Developed go-to-market strategy, developed partner relationships, and was the first PL to develop over $5 million in backlog within the first six months. Chief Technology Officer (CTO) / Vice Pres. / Principal Investor, Gryphon Airlines - 03/2006 – 11/2008 Chief Executive responsible for the entire IT platform for start-up airline. Designed and developed secure, remote passenger and cargo manifesting processes and systems. Selected vendors and consultants. Initiated new processes to ensure strictest cyber security measures in the industry. Advised CEO and Board on Cyber issues. During start-up phase, worked with Board and senior executives to develop business plans, go-to-market strategies, and presentations to investors. Led development efforts to secure over $10 million in funding. Developed and managed passenger and airport operations. Vice President, Support / Vercuity Solutions Inc, World’s largest TEM company 10/2005 – 03/2006 Vice President for enterprise support systems and personnel. Led team of 145 IT professionals in maintaining 5 platforms that processed TEM products. Supported HP3000/AS400, MS SQL Server, as well as custom in-house systems. Developed new customer service process and platform, served as key escalation and contact for Fortune 50 accounts for support. Developed 1.2 million in cost-savings in first 3 months. Audited systems for Sarbanes-Oxley compliance for clients (SOX). Senior Consultant / Engineering, Boeing Future Combat Systems (FCS). 3/2005 – 12/2005 Process and technology consulting engineer from SM&A for Boeing. Assigned to C4ISR PMO team to develop and review processes to design new combat interface systems and technology. SoS development model. Reported directly to program director. Re-directed efforts within the PMO office to substantially reduce project delay points and resource constraints. Worked with key executives to improve relationships within the project management. Senior Staff Officer, Operation Iraqi Freedom. 6/2003 – 1/2005 Assigned to the theater of operations for CENTCOM as a Senior Public Affairs Officer as well as Chief of Protocol. Developed strategic planning for Strategic Communications and Public Affairs; Selected by LTG McKiernan to lead Protocol staff- coordinated and planned visits by Secretary Rumsfeld, Senator Hilary Clinton, Joint Chiefs of Staff, Robin Williams, Miss America, as well as numerous other celebrities, politicians and general officers. Developed planning for major media coverage of Saddam Hussein, Abu Ghurayb, as well as military operations. Selected to serve as Intelligence Liaison and Public Affairs Liaison for the Iraqi Governing Council. Briefed plans and strategy for Strategic Communications to GEN Casey, LTG McKiernan, and LTG Sanchez. Received Bronze Star for actions in combat. Consultant, DM Consulting Group 4/2002-6/2003  Presented and sold new network integration system for Time Warner Telecom. Principal consultant that designed and presented to TWTC executives new plan for integrating ISP platform into existing business architecture. Developed project plan for executive team in order to review current architecture, limitations, and to decide on new architecture and the plan to implement. Project completed on time and under budget.  Selected by Bahamas to develop a Contact Center and Technology park. Selected and retained by the island of Eleuthera to build and develop a new contact center and to act as CIO/CTO for a newly developing technology park. Intent was to build a technology park of approximately 40 buildings, develop technology to support clients within buildings, and integrate it into the island infrastructure.  Selected by State of Colorado CIO to lead Enterprise Server network development. Retained by State of Colorado to define and develop the Enterprise Network and Server solutions for the entire State Government. Executive Consultant, Accenture, Ltd., world's largest management and technology consulting firm, 1998 - 2001. Extensive experience in Hong Kong, Taiwan, China, Singapore, Kuala Lumpur, Vietnam, Korea, and Germany. Presented to the CEO's of most telecom/IT companies in the Asian 100, having been tasked with growing Accenture's networking presence in Asia. A technically skilled executive who is also certified as a technician for Nortel, Avaya, and Lucent products, having programmed most of their telecom line since 1983. Extensive knowledge of Nortel and Avaya VoIP integration lines, by leading the development strategy for Accenture. VERSIGHT VA-17-0566-A-000094 John E. Wagner Led technology and business development projects with Ford Motor, Marriott, Excel Telecom, DuPont, Caterpillar, Canadian Government, and Time Warner Telecom. Oversaw firm’s development of VoIP migration architecture and $213M market offering business case for Enterprise market clients. Spearheaded voice and data experts in developing enterprise VoIP market approach and templates for financial and migration strategy to develop client technology. Developed $100+M proposals and delivered presentations to CEO's and CIO's on Next Generation Network offerings in Singapore, Hong Kong, Taiwan, and U.S.  Decreased visits from 5 to 2, reduced fraud by 15% in 3 months, raised satisfaction by 13%, and reduced benefits wait time by 3 weeks. While Consultant for Accenture LLC, worked with the Canadian Government to reinvent how services were delivered to constituents. Goals were to reduce time from application to delivery of services, constituent frustration, and fraud. Developed IVR system in conjunction with web services and office system to allow constituents to apply for welfare, jobless, and social security benefits on-line.  Improved customer service by over 60%, decreased employee turnover from over 300 to 48%. As Consultant for Accenture LLC, Marriott Vacation Club International needed new technology to track and contact clients and a methodology to train new employees. Integrated new call center and Siebel platforms. Developed business method to improve customer service. Resulted in lower costs in tracking a large customer base and improved customer contact rate by 35% in just two months. Senior Consultant/Network Engineer, IBM Global Services, world's largest IT services provider, 1994-1998. Increased Internet banking delivery by developing and managing networks for IBM's INTEGRION project, a joint venture with 17 member banks and $10.4B project. Developed and installed components to monitor and assist in large network repairs of 5 NORTEL DMS250 switches, 2 SMS nodes, and one Network Operations Center. Responded to escalations with immediate resolutions by providing third tier troubleshooting, investigation and repair. Redesigned trouble ticket call center procedures, developing them for ISO 9000 format. Developed procedures for immerging centers for WilTel/LDDS-WorldCom and Sprint. Built first two centers for LCI. Earlier Career - 1986-1994. Technician, WorldCom, Fortune 100 telecommunications giant. Engineer/Business Manager, Ameriline Communications. Operations Technician, LCI. Consultant, Sprint Corporation, Fortune 100 telecommunications giant. MILITARY CAREER Retired Rank: Major Current Assignment: USAR Retired Reserve (35 years’ service) Previously assigned to DoD Joint Inter-Agency Coordination Group, responsible for coordinating federal and state assistance to DoD during Homeland Security and Disaster Relief operations. Developed assessments that were briefed to President Bush and SecDef Rumsfeld during Hurricane Katrina. Commander, Public Affairs, Colorado, 13 years’ experience as a spokesman for the Army, responsible for Colorado, Utah, Montana, Wyoming, Kansas, North and South Dakota. Spokesperson for Army to local and national media. Reports included on CNN, Fox News, CBS, and in Denver Post, Rocky Mountain News, and Sentinel. EDUCATION BS, Communications Management, Ohio University, Minors in Business and Education Programming Languages/Operating Systems - VOIP Solution, OSS/BSS Integrations, NORTEL DMS250 software structures and commands, Protel, NetWare, and UNIX scripting tools, Tellabs echo canceller structures and software, DCS command sets and software Design of Hekimian test networks; DACS command structures, UNIX (some AIX), Microsoft Windows 95/NT, TELABS DCS, and CYLINK Security Equipment. MS SQL Server, EDI, Oracle integration and operations. VERSIGHT VA-17-0566-A-000095 John E. Wagner Salary History: 2012 to 2016: USCENTCOM senior planner: [Exemption 6] May 2016 to Aug 2016: Deputy Communications, Republican Nat’l Conv: [Exemption 6] Loaded rate at approximately [Exemption 6] Aug 2016 to Jan 2017: USA Matters: [Exemption 6] VERSIGHT VA-17-0566-A-000096 Kirk Mitchell Nicholas Enterprise Solutions Architect Summary of Qualifications A dynamic leader, critical thinker and strategic integrator and innovator. Armed with highly developed skills in skills in organizational design married with leading 3 major successful Lean Six Sigma programs, I have applied high powered facilitation and accelerated process/performance improvement methodologies to help organizations develop their people, processes and technologies into high performing hybrid process over functional and lean organizations. Coupled with simple yet successful strategic planning, I can drive support of critical Voice of the Customer knowledge and integration into executing strategic capabilities that successfully transform business enterprise development to drive successful operational enterprises. Results driven, focused on identifying improvement opportunities that will drive increased revenue and cost reductions in all operations. A highly sought after speaker and coach for many commercial and government organizations, I am a recognized expert on the strengths of organizational design and performance improvement inextricably tied to people, process and technology. I am one of the most experienced deployment directors of Lean Six Sigma, covering global locations, 1.5 million people, a $546 Billion budget and a 3 year ROI of $54 Billion to the Army’s bottom line. WORK EXPERIENCE CALIBRE Systems Arlington, VA 01/2014 – current Principal Currently establishing an office of Integrated Enterprise Transformation to serve all Federal sector opportunities. Principal focus is working with current customers within the Veterans Affairs and Department of Defense, specifically as it relates to strategic alignment of organizations through process and performance improvement and systems realignment. Expanding company footprint into commercial sectors, such as automotive and gas and oil, to update or create top-down deployments of integrated process/performance methodologies (TQM, Lean, Lean Six Sigma, ISO) to drive quality culture development. Accomplishments: Leading major process centric reorganizations for the Office of Secretary of Defense and the Dept of Veteran Benefits Administration. To include the design and implementation plan for two National Data Centers for benefit Claims processing. In addition, working with the Army’s Safety and Occupational Health community in the BPR efforts to design and deliver an Army Safety and Occupational Health Enterprise Information System (ASOHEIMS) RACE (Revolutionary Accelerated Collaboration Environment) FT. Worth TX, US 07/2012 – 01/2014 Chief Operating Officer – Country Lead USA Public spokesperson for RACE, a non-profit organization leading a consortium of transformation experts to meet the diverse challenges faced by commercial, Federal, State and Local programs, and a growing number of International countries and companies. 1 VERSIGHT VA-17-0566-A-000097   Expanded the evolution of Lean Six Sigma knowledge base and the deployment of training and support systems for initiatives which enable business innovation and transformation with the US Department of Agriculture, (National Resources Conservationist Services); Health and Human Services (Assistant Secretary for Preparedness and Readiness); and Defense Finance and Accounting Services (DFAS). My primary roles include were the development and education of Leaders needed in today’s high speed, high demand environment for data, decisions and action; Enterprise Kaizen Projects and Team development; Green Belt and Black Belt coaching and mentoring; Continuous Process Improvement deployment development, coaching and mentoring. Secretary of the Army Office of Business Transformation Pentagon, Washington, District of Columbia, US 04/2009 – 06/2012 Director, Continuous Process Improvement/Lean Six Sigma Program Management Directorate Directly responsible for:  Leadership and management of the Army's CPI strategic support operations, to include introduction of new blended learning and education efforts focused on senior leaders.  Advised the Under Secretary in his role as Chief Management Officer as the expert in all aspects of business process performance improvement, policy, governance, and management.  Identified and led major business transformation initiatives that changed the Army's strategic planning, budgeting, manning and equipping, and support processes in direct support of the Army's warfighters.  Training, coaching and mentoring Army Green Belt, Black Belt and Master Black Belt program candidates; executive Black Belt candidates and Enterprise Process Champion and Project Sponsors. Accomplishments: • Led the largest deployment of LSS resulted in $54 Billion+ savings, cost avoidance, and operational benefit. • Introduced LSS practitioners into the high tempo operational environments of Afghanistan, Iraq and Kuwait to drive down costs and cycle times of the movement of people, vehicles and supplies into and out of the theater of operations. Result was the overall reduction of cycle times by 42% and savings of $3.3 Billion in the first five months. • Deployed major Enterprise projects that is driving organizational alignment of the Army Headquarters and supporting organizations to reduce manpower by 50%. • I established the Enterprise Integration Counsel to accelerate the mapping, improvement, and implementation of a family of ERPs across the Army, a $6 Billion effort and alignment. Secretary of the Navy Washington, D.C., US 5/2008 - 4/2009 Director, Department of the Navy (DoN), Continuous Process Improvement Program Hand selected by the Secretary of the Navy to lead, coordinate and integrate the DoN CPI efforts, to include the development of overall strategy and objectives.  Designed and led U.S. Navy and U.S. Marine Corps CPI deployment and metric development integration that reduced costs and cycle time in Naval Aviation training and readiness programs by over 22%.  Facilitated the Secretary of the Navy’s Monthly Strategic Management Review that led to process metric and cost discussions and shorter cycle times on strategic initiative deployment and conclusions.  Provided direct process analyses against Department budget (PPBES), programs and issues. I led standardization and institutionalization of CPI through Leaders and Practitioners. Accomplishments: • Reinvigorated a flagging CPI initiative through the adaptation of the governance model and supporting working groups, and the establishment of the first DON Practitioner Workshops that later became the Department of Defense’s CPI Symposiums series. AMERICAN PVERSIGHT 2 VA-17-0566-A-000098 • Developed and coordinated for final Signature by the Secretary of the Navy, an overarching, role based policy for institutionalizing CPI that addressed formal authorities and responsibilities for the Secretariat, U.S. Navy, and U.S. Marine Corps business operations, to include the supporting strategy and objectives. • Identified and led and completed 4 major Enterprise projects that impacted:  Senior Executive business process development and management;  Adapted LSS principles to revolutionize the acquisition decision process;  Reengineered redundant rapid acquisition efforts to integrate Navy and Marine Corps activities into one process;  Assessed and reduced the number of senior leadership meetings and forums into a critical few. • Led the original analysis and defining of the roles and responsibilities for the DON Chief Management Officer (CMO) organization, a critical Congressional Action. • Facilitated the Secretary of the Navy’s Monthly Strategic Reviews that covered all critical business processes and metrics. I developed and coordinated action across the Secretariat and two services to drive change management issues/results resulting in over $23B in hard savings, cost avoidance and operational benefits. U.S. Marine Corps Washington, DC, US 7/2006 - 5/2008 Director, CPI Program, Headquarters, U.S. Marine Corps Recruited to design, develop and deploy Continuous Process Improvement/Lean Six Sigma efforts throughout the U.S. Marine Corps.  Designed and presented the deployment construct, identifying critical High Impact Core Value Streams, ownership/responsibilities, and trained executive/champion level for awareness and implementation roles for the USMC Business Enterprise.  Established and led 3 globally deployed teams and hired 12 CPI experts to fill positions. I developed a support concept and framework for coaching and mentoring to CPI practitioners of regional teams and new CPI training graduates.  I initiated and led several Enterprise level projects aimed at manpower and sustainment issues to align operational and support value streams for balanced budget operations. Accomplishments: • Designed and led the first implementation of LSS in the Marine Corps. I built an effective team while simultaneously taking on the task of providing insightful and timely presentations to all General Officers and Senior Executives across the Service in global locations. • Implemented multiple regional teams to support local commanders and agencies to begin immediate identification of training and project work. • Identified and collaborated decisions to implement the USMC Business Enterprise core processes through the Assistant Commandant and the Senior Leadership. • Designed and taught the first USMC Deployment Director’s training workshop, attended by over 30 fledging directors Marine Corps wide. HQ, U.S. Marine Corps Washington, DC, US 2/2004 - 7/2006 Services Director, Installations and Logistics, HQMC I led both technical and program support to the Assistant Deputy Commandant, Facilities and Services Division, and the Deputy Commandant, Installations and Logistics, in the development and execution of policies and processes that fall within a broad range of multi-disciplinary installation support services. I provided oversight and management for the development, publishing and implementation of policies and procedures for the provision, procurement and management of investment-type plant property, garrison property, collateral equipment in support of military construction, warehouse modernization and equipment, non-tactical fleet vehicles, food service and subsistence. AMERICAN PVERSIGHT 3 VA-17-0566-A-000099 Accomplishments: • Realigned staff functions to respond to customer demand and achieve efficiencies and effectiveness with our limited budget. • Updated the USMC strategy that influenced the DECA strategy and its global commissary support to Marines and families. Negotiated the reprioritization with DECA of sustainment efforts to commissaries on those installations worldwide. • Developed and directed a new USMC installation Commander’s course that was role based and process oriented. • Defined the Corps’ core food service operations for base/station and deployed, resulting in a complete realignment of structure for the uniformed food service community, reprioritization and successful securing of funding in new equipment at less cost, and restructuring and award of a $1.5B food service contract to reduce overall operating costs for the Corps by 23%. • Led the analysis and redistribution, to include a full system upgrade, for the non-tactical fleet management of the Corps’, which resulted in a White House “Closing the Circle” award for innovative reduction measures to overall fuel usage and environmental impact. Introduced a myriad of energy efficient vehicles into the fleet, thereby reducing overall insurance costs for the same. Commercial Work Multiple Locations and Companies 7/1999 - 1/2004 Led the development of, planning and direction of their Federal Services Team for a boutique IT business Solutions Company in Cambridge MA. Facilitated and led senior level government executive sessions, assessing their needs to support the implementation of innovative business solutions. Accomplishments: • Developed and delivered two significant capabilities: (1) an open source Protection Enterprise Network and (2) convergence of five separate efforts into a new Sea Warrior vision and capability for manpower planning and management for the Department of the Navy. These highly successful programs gained the attention of the Secretary of Defense, the Director of Department of Homeland Security, and the Commander, Northern Command, implementing a solution under budget at a cost reduction of almost 40%. • Recruited as an Enterprise Solutions Specialist responsible for enterprise strategy and solution development to drive customer transformation efforts. These efforts included business process improvement, performance management, proposal analysis and development, concept exploration, and executive coaching for diverse consulting engagements. • Key support on $12 million Marine Corps Integrated Logistics Capability initiative; developed integrated master plan for the transformation of entire Logistics processes, organizations, and technology, including authorship of Operational Architecture (high-level view). • Additionally, as part of Marine Corps transformation, supported business case development and marketing that assisted Oracle partner to drive USMC acquisition of an Oracle Enterprise License ($30 million). • Acted as strategic planning and software requirements lead for Total Force Structure Management System (TFSMS), a $7 million legacy-to-COTS solution initiative that supported the implementation of a process oriented solution for the Corps. • Leading business advisory to emerging leadership within the Office of Homeland Security, in support of the strategic planning, acquisition strategy, requirements and process analysis, and Business Case support to initial Immigration and Naturalization Service Entry Exit Program, a $1 billion+ initiative currently known as the US VISIT System. Marine Corps Combat Development Command, U.S. Marine Corps Quantico, VA, US 8/1993 - 7/1999 Director, Warfighting Capabilities Integration Directorate AMERICAN PVERSIGHT 4 VA-17-0566-A-000100 Served as Director, Warfighting Development Integration Division, responsible for driving the planning, development, design, and implementation of all process/functional actions for the Marine Corps, currently known as the Expeditionary Force Development System ($9 million annually). These efforts were recognized as the first fundamental change to Congressional Title X functions from a process view, and established the USMC Business Enterprise as the first successful transformation to hybrid business model of a Major Federal Department/Agency that drove requirements approval from a Strategy/Capabilities analytical approach. It set the framework for the subsequent design of the Joint Capability Integration Development System. Accomplishments: • Was a recognized expert throughout Federal and Commercial activities as a cutting edge Enterprise level change agent. • Developed and delivered the framework for large-scale reorganization/change efforts, including (1) Marine Corps Enterprise Model and initial series of briefs/decisions, resulting in major reorganization of Marine Corps Service Headquarters and supporting organizations, (2) business process reengineering/improvements leading to change in doctrine, organization, training and education, equipment, and support and facilities across these processes and functions. • Provided strong facilitation of key strategic sessions for organizational transformation/reengineering to Federal, international, and commercial agencies such as the FAA, OSD, DoN, the Australian Army, the British Ministry of Defence, Xerox, and Lockheed Martin. • Designed, implemented, and evaluated change management strategies that involved a total systems approach. Continuously sought opportunities to optimize the effectiveness of the organization through thought leadership and delivery of education seminars. U.S. Marine Corps Global Locations 12/1972 - 2/1993 I acquired twenty years of operational leadership and staff experience within the Military including: • Strategic planning; human resource management; budget planning, programming and execution and justification; logistic and facilities management, sustainment, and support; transportation and inventory control; and special operations training and requirements. • I have extensive knowledge and background experience in coordinating multiple assignments, meeting deadlines, supervising, leading and managing people and facilities within multiple and complex organizations and environments responding to short fused, emergency situations. • Successfully led and commanded organizations through extremely remote, dangerous, complex and life threatening situations that required intuitive and decisively quick thinking actions responding to short fused, emergency conditions. EDUCATION: Texas A&M University, College Station, TX, Bachelor of Arts, Political Science Minor: Business CERTIFICATIONS: Lean Six Sigma Enterprise Deployment Director, Lean Six Sigma Master Black Belt, BPR Expert CLEARANCE: [Exemption 6] Salaries: (Last five years) Retired 2012 GS-15, 163,500; 2013-2014, Independent Consultant, [Exemption 6]; 2015 – Current, CALIBRE Systems Inc, Principal, [Exemption 6] AMERICAN PVERSIGHT 5 VA-17-0566-A-000101 DONALD P. LOREN PROFESSIONAL PROFILE Over forty years experience as a national and corporate level strategic policy decision maker, executive leader, innovative problem solver and organizational spokesperson. Proven national and international negotiator with exceptional people-to-people communications skills, extensive global travel and overseas residence experiences. Demonstrated ability to articulate and achieve organizational goals in the multicultural, multinational and interagency national security policy and program sponsorship environments. Extremely noteworthy service at the highest levels of federal government in the defense, naval, joint, and intelligence community fields. Executive leadership, organizational effectiveness, analytical ability and project management skills include:      Long Range Strategic Planning Future Concepts & Conops Development Corporate Planning and Leadership Revitalization & Team Building Homeland Security Leadership      Sound Financial Management Operational Planning Negotiations & Conflict Management Senior Level Government Leadership International Pol-Mil Thought Leadership EXPERIENCE CORPORATE LEADERSHIP                 2011-PRESENT CEO AND PRESIDENT , OLD DOMINION STRATEGIES, LLC Service disabled Veteran Small Business owner providing analysis and advisory services to government and commercial sectors in national, international, and homeland security thought leadership Served as board member and Chairman of the Executive Committee of the National Association for Uniformed Services, a 40,000 member veteran services organization National Association of Corporate Directors Governance Fellow Served as member of Board of Directors of Operation Backbone, a non-profit organization providing medical services to wounded warriors Member of Board of Advisors of Hope for the Warriors, and America’s Adopt a Soldier wounded warrior non-profit organizations Senior Defense Advisor to the National Homeland Security and Defense Business Council Senior Fellow Joint Forces Staff College, Norfolk, VA Adjunct Lecturer in Homeland Security, Naval Postgraduate School, Monterey, CA Professor of Military Science, Old Dominion University, Norfolk, VA Served as member of Virginia Military Advisory Council, and advisor to Governor of Virginia Served as member, Board of Governors, Paul VI Catholic High School, Fairfax, VA Served as member Board of Advisors: The Binary Group, Peridot Solutions, and CALSEC, privately held corporations Board member and Executive Committee member, Northern Virginia Chamber of Commerce Chair, Northern Virginia Chamber of Commerce Veterans and Military Business Council SME/Consultant Defense Threat Reduction Agency Consultant American Petroleum Institute; ONE Foundation; World Wildlife Foundation VERSIGHT VA-17-0566-A-000102 DONALD P. LOREN   Member, St John Paul the Great Catholic High School Strategic Planning Committee Chairman, Knights of Columbus Virginia State Strategic Planning Committee CORPORATE LEADERSHIP     2009 - 2011 SPECIAL ASSISTANT FOR NATIONAL AND HOMELAND SECURITY, The Tauri Group, Alexandria,VA Responsible to the managing partner for national, international, and homeland security advice; business development, corporate representation. Provided subject matter expertise and business leadership on multimillion dollar contracts with Defense Threat Reduction Agency (DTRA CB), DHS (Biowatch,) OSD, Joint Staff, and Northcom Member of Homeland Security and Defense Business Council Member of Intelligence and National Security Alliance Homeland Security Council Member Aspen Institute Fellows NATIONAL 2007 -2009 GOVERNMENT LEADERSHIP   White House appointed government official, responsible to the Secretary of Defense for strategic planning and policy development; science and technology integration; domestic and international partnership integration and capacity building; congressional activities, strategic communications, and education issues related to homeland defense. Principal member, Homeland Security Council, Domestic Readiness Group/Policy Coordinating Committee, responsible for policy development and advice to the President and Secretary of Homeland Security. SENIOR FEDERAL Government Leadership    2006-2007 Deputy Director for Operations Support National Counterterrorism Center Washington, DC Responsible to the Director NCTC in fulfilling responsibilities to the President and Director of National Intelligence mandated by the Intelligence Reform and Terrorism Prevention Act of 2004 and Executive Order 13354 designating NCTC as the primary US government organization for analyzing and integrating all intelligence pertaining to terrorism and counterterrorism. Set the strategic direction for managing real time counterterrorism intelligence support to all US government agencies with counterterrorism responsibilities. Led NCTC efforts in the provision of global and timely counterterrorism situational awareness, integrated orchestration of counterterrorism threat information, and readiness for the NCTC to respond to crisis and participate in national security special events. STRATEGIC LEADERSHIP  Deputy Assistant Secretary of Defense for Homeland Security Integration Office of the Secretary of Defense Washington, DC 2003-2005 Deputy Director Strategic Plans and Policy (J-5) Political-Military Affairs (Europe, NATO, Russia, and Africa) The Joint Staff Washington, DC Responsible to the Chairman, Joint Chiefs of Staff for the development of U.S. national security policy for Europe, Russia, NATO and Africa. Participated actively in the National Security Council policy deliberation process by serving as the principal Joint Staff VERSIGHT VA-17-0566-A-000103 DONALD P. LOREN   representative at Policy Coordinating Committee meetings and briefing/accompanying the principal military representatives at Principals and Deputies committee and NSC meetings during both routine and crisis situations. Led concept development, strategic planning and competitive assessments for various national military program pursuits and initiatives. Routinely met with Chiefs of Defense and Ministers of Defense of 94 countries, and led conduct of mil-to-mil Joint Staff talks with 38 countries. Coordinated with the Office of the Secretary of Defense, the Supreme Allied Commanders, and the U.S. military delegation to NATO in developing U.S. government policy within the NATO Alliance. CORPORATE PLANNING        1998-2001 Executive Assistant to the Commander in Chief Allied forces Southern Europe/United States Naval Forces Europe Naples, Italy Served as primary advisor to four-star NATO commander and senior U.S. Naval Officer in Europe on all matters pertaining to NATO southern region and the U.S. Navy in Europe. Primary participant in planning and execution of NATO operations in Kosovo (KFOR) and Bosnia (SFOR). Actively led major combatant staff functions during air and ground campaigns in Kosovo, including humanitarian efforts in Macedonia and Albania. Frequent interface with NATO and European military/political leadership on matters of international security. STRATEGIC PLANNING  Deputy Director Surface Warfare for Surface Ships Office of the Chief of Naval Operations Washington, D.C. Responsible to the Chief of Naval Operations as advisor and program sponsor for surface warfare matters pertaining to current and future surface combatants including maintenance and modernization; future ship design and construction; budget formulation; fleet support; required operational capabilities; and requirements definition and validation. Provided interface with Congress, Office of the Secretary of Defense, the Joint Staff, the Services, and industry on both requirements and acquisition issues. Planned, programmed and budgeted over $70 Billion across the FYDP. Developed the concepts and requirements for the Littoral Combat Ship (LCS), DD(X), cruiser modernization, and DDG construction and midlife upgrade. Led the introduction of modular design, common interface standards, remotely operated surface and air vehicles, the spiral development review process, and rapid acquisition requirements process. Conducted numerous briefings to Senators, Representatives, Congressional committees and staff. OPERATIONAL PLANNING  2001-2003 1994-1995 Deputy Director, Strategic Policy Division Office of the Chief of Naval Operations Washington, DC Principal advisor to the Chief of Naval Operations on Joint Chief of Staff matters. Navy representative for Defense Planning Guidance, responsible for development and maintenance of the maritime element of the National Military Strategy, Joint doctrine, strategic planning, and the refinement of U.S. Navy policies regarding nuclear weapons, arms control, and counter-proliferation. VERSIGHT VA-17-0566-A-000104 DONALD P. LOREN TEAM BUILDING 1995-1997 1991-1993   Commander, Destroyer Squadron Twenty-eight Norfolk, VA; Commanding Officer, USS Elrod (FFG 55) Charleston, SC Commanded squadron of Spruance and Arleigh Burke class destroyers and Perry Class guided missile frigates. Commanded surface, sub-surface, and amphibious forces participating in UNITAS 96 circumvention of South America and exercise with South American navies. Commanded state-of-the-art Guided Missile Frigate, manned by crew spanning numerous ethnic groups. Was awarded Battle Efficiency Excellence Award and Meritorious Unit Commendation. Participated in operations in Persian Gulf; Arctic; North and South Atlantic; and Pacific Oceans. Consistent Navy retention award winner. EDUCATION United States Naval Academy, Annapolis, MD. BS Old Dominion University, Norfolk, VA. MS Harvard University, Center for International Affairs Fellow, Cambridge, MA. CAS Massachusetts Institute of Technology, Seminar XXI, Foreign Politics, International relations and the National Interest Program, CAS Harvard University, John F. Kennedy School of Government, Senior Executives in National and International Security Program, Cambridge, MA. CAS Syracuse University, Maxwell School of Citizenship, National Security Studies Leadership Course, Syracuse, NY. CAS Northwestern University, Kellogg School of Management, Intelligence Community Executive Leaders Course, CAS Naval Post Graduate School, Executive Business Course, Monterey, CA National Defense University, Capstone Course, Washington, D.C. NATO Defense College, Flag and General Officer Course, Rome Harvard University, John F. Kennedy School of Government. US-Russia Security Program, Cambridge, MA University of Maryland School of Public Policy, Executive Leadership Program, CAS University of Maryland, Executive Leadership Program, College Park, MD Leadership at the Peak Executive Leadership Program, Colorado Springs, CO CAS National Association of Corporate Directors “Battlefield to Boardroom” program Stradley Ronon Corporate Officers and Directors Academy VERSIGHT VA-17-0566-A-000105 Cheryl L. Mason US Citizen • Highest Grade: AL-3-F. 2007 to present EXECUTIVE PROFILE "She is a natural leader ... an outstanding team player and superb role model ... she embodies the Department's core values and practices the I CARE principles in all aspects of her work ... her work products reflect ... a compassion for the Veterans we serve." 2015 Performance Evaluation Tested, award-winning leader with broad experience in and deep knowledge of Veterans' issues and concerns across all services. Offers unique combination of overseas and U.S. experience working for the Department of Veterans Affairs, Federal Labor Relations Authority, and the U.S. Air Force in a variety of capacities including making determinations on Veterans' benefits, serving as a technical expert on a myriad of service-related concerns ranging from disability law to health care to education and vocational rehabilitation, and advocating a seamless Veteran experience across an integrated VA enterprise. Proven strategic sense with demonstrated ability to lead complex organizations and programs while balancing diverse constituencies as well as short-term priorities against long-term goals, objectives, and expectations. Adept at facilitating, building, partnering, and leveraging collaborative relationships internally and externally between government, claimants, and stakeholders to include Veterans Service Organizations (VSOs) to promote national interests and the highest levels of customer service. Recognized for streamlining business processes, operating policies, procedures, systems to leverage the advantages of new and emerging technologies, reduce timeframes, and enhance responsiveness. Committed to leveraging diversity and mentoring the next generation of leaders; demonstrated success transforming organizations and individuals to continued performance improvement. Extensive experience in labor and employee relations. SELECT EXECUTIVE ACHIEVEMENTS • Championed and promulgated the vision to transform operations across the Board of Veterans Appeals. Recognizing that disability claims were at an all-time high and external stakeholders were demanding improved quantity and quality in terms of processing, despite the nearly 50,000 and growing annual appeals, promoted the idea of creating consistency in our operations and management practices that would radically change operations. Overcame resistance to internal stakeholders who rebelled against changing historic practices, despite the fact that those practices no longer worked in our new reality. Developed consensus for change and collaborated to reorganize the Board of Veterans Appeals from four stove-piped groups into two collaborate divisions that supported each other. Fiscal Year (FY) 2014 and FY 2015 saw record output and quality. AMf-HICAN PVERSIGHT VA-17-0566-A-000106 • Led effective change and increased diversity among Judges. Cofounded Board of Veterans Appeals Women's Leadership Initiative (LI), to promote leadership opportunities. training. and development to advance development and diversity. Planned and promoted outreach and training; less than 2 years after creation, LI received the Leadership VA Alumni Association·s Team Spirit Award. To date, more than 50 participants have been promoted to leadership positions, with diversity metrics shifting considerably. Compared to IO years ago, the ratio of women among the Chief group increased from 25% to 60%, with the number of minority Chief Judges increasing from 25% to 80%; among line judges, the group is now more than 50% women, 25% African American, and 1% Hispanic. The program was so successful that it was renamed Leadership Initiative and several men have and continue to serve in leadership positions. • Improved accountability and drove quantifiable program results through the creation of a system to measure compliance and ensure consistency in dockets across various teams. Directed and leveraged technology to analyze dockets and oldest cases per judge and proposed the plan to disperse cases with longest Veteran wait time across the judge corps while setting goals and measuring quality, timely, and cost-effective outcomes and drafted the accompanying standard operating procedures (SOP). This reduced the number of oldest docket cases and sped decision time to the Veteran, decreasing docket age by 20 months within the first 3 months, and another 15 months by the end of the fiscal year. • Engaged in extensive outreach to Veterans Service Organizations (VSO) to promote timely processing of appeals and address complaints regarding Veterans' difficulty with the claims process at the local level, as well as with the BVA. Initiated. developed, and implemented a strategic outreach initiative, speaking at state and local VSOs and the private bar at various conferences to engage stakeholders, build alliances, and manage BVA 's outbound messaging on claims requirements. Through my efforts at more than 14 conferences, broadened understanding of what was needed for a successful claim, as well as the importance of timely submission, and improving partnerships with state and local Veterans' organizations. giving the organization leverage and credibility with national Veterans' organizations and the private bar. RECENT EXECUTIVE EXPERIENCE CHIEF VETERANS LAW JUDGE, AL-3-F, SERIES 905 CHIEF-IN-CHARGE, AL-3-F, SERIES 905 CHIEF VETERANS' LAW JUDGE, AL-3-F, SERIES 905 Office of Veterans Law Judges, Board of Veterans' Appeals Washington, DC 20420 Supervisor: 12/2012 to Present 03/2012 to I 1/2012 01/2007 to 03/2012 Hrs/wk: 40+; $ I 70,400/yr Overview: The Board of Veterans' Appeals conducts hearings and issues decisions that affecting the provision ofbenefits to Veterans, their dependents, and their survivors. The Board has IO ChiefJudges. and approximately 70 Veterans Law Judges, and 400+ attorneys who issue more than 50,000 decisions annually. Judges are appointed by the Secretary of the Department of Veterans Affairs and approved by the President ofthe United States. Strategically plan and execute a heavy and often-changing appellate caseload of more than 5,000 appeals. Provide and champion service to America's Veterans through fair and timely hearings, and the issuance of decisions that are comprehensive and consistent with the short- and long-term goals of the VA, as well as legal precedent and sound public policy. Establish and promote the highest Cheryl L. Mason Page 2 AMERICAN PVERSIGHT VA-17-0566-A-000107 standards in quality decision-making ; recognized for substantially exceeding expectation for quality in Fiscal Year 2014 and 2015. Change agent; develop strategies for a variety of initiatives . Seized opportunity to fundamentally transform the traditional approach to a siloed decision-making process. Championed a more holistic approach , responding to external pressure relating significant backlogs and encouraged a reorganization from four teams to two divisions , and extensive cross operations , resulting in recordsetting productivity across the entire Board , as well as the highest-ever quality levels. Achieved an output achieved an increase in output volume by 14,000 decisions per year with a quality average of 94%. Spearheaded development of an onboarding and training program for new and present Judges with a goal of quickly integrating 14 new Judges , improving their transition into a high productivity office to ensure timely and effective customer service to Veterans . Lead teams of ~50 to 100 Veterans Law Judges and attorneys ; plan and delegate work , develop others, and monitor and appraise performance. Exercise full personnel authority. Promote teamwork and the creation of a high-performing workforce. Lead subordinates to achieve strategic and operating goals and targets. Establish open communications , build trust, and celebrate successes. Encourage effective mentoring among colleagues and subordinate supervisors and perform succession planning; efforts resulted in 45+ promotions and 15 high-profile detail assignments to leadership positions. Addressed several performance and conduct issues , documenting issues and turning employees around when possible. Recommend disciplinary actions up to and including removal; in one case, led a sensitive and complex investigation into the performance and conduct of a Chief Veterans Law Judge , resulting in his removal ; in two others , coached Judges for inappropriate conduct and failure to follow appropriate procedures , resulting in conditional recertification status for each. Model best practices in Equal Employment Opportunity (EEO) and diversity , demonstrating support not only for the " letter" of the law but also its spirit. Co-created and led the Board of Veterans Appeals Leadership Initiative (LI), significantly increasing the number of women and minority judges on the Board; in the past 10 years , the number of women Chiefs has increased from 25% to 60% , with the number of minorities increasing from 25% to 80% . Created and co-proposed plan to provide mission critical service of providing hearings for Veterans during emergency/impact weather situations and prepared SOP for operations in these situations. Use entrepreneurial spirit and innovation to drive results. Envisioned and built pilot program to compare data in workload study including setting variables , data analysis coordination, identifying restrictive forces , and identification of goals and measures with organizational view. Solved a longstanding problem with docket management and improved accountability to Veterans resulting in a 20-month decrease in the docket in the first 3 months of implementation, and an additional 15month improvement by the end of the first year. To ensure productivity , required 30-day case report , and evaluated written decisions of Judges and attorneys to ensure legally-correct and timely appellate decisions . Identified and led operational changes that resulted in 92% of the team attorneys were meeting the weekly production goal in just 2 months. Advocate for upgrades and implementation of new technology to improve organizational effectiveness . Collaborated with others to spearhead plan to use technology to facilitate docket movement of old cases . Ensure security of confidential information on proprietary network . Coordinate program allowing attorneys to draft decisions electronically with ability to do so from remote locations . Encouraged increased use of video teleconference (VTC) for hearings . Use video teleconference tools to communicate between multiple offices and facilitate training. More than 12.000 video hearings are held each year and travel costs have been reduced . Cheryl L. Mason Page 3 AMERICAN PVERSIGHT VA-17-0566-A-000108 Leverage knowledge of Human Resources (HR) in working with the union to resolve potential issues; participate in Alternative Dispute Resolution (ADR). Advocate for use of merit principles in all selection, recruitment, and promotion decisions; sit on rating and ranking and promotion panels for GS-14 and 15-level and other positions. Frequently consulted by internal and external customers on career development programs and approaches. Consulted by executive leadership to address issues raised by a Member of Congress on Telework; prepared the Board Chairman·s response. Key member of the Flexi-place Oversight Group (FOG), overseeing a group of-200 attorneys who Telework several days each week. Recognized Subject Matter Expert (SME) on reasonable accommodation and Americans with Disabilities Act (ADA) issues. Use business s avvy in a variety of ways, maximizing the use of resources. Led the consolidation of office space to accommodate eventual restructuring from four teams into two divisions; collaborated with senior colleagues to design a space plan reflecting management and personnel assignments to increase efficiency and sustain production; reduced space needs by 20%. Engage in extensive outreach to build strong partnerships across the Veteran community. Represent the Board with various stakeholder groups including American Legion (AL), Veterans of Foreign Wars (VFW), Disabled American Veterans (DAV), American Veterans (AMVETS), and other Veterans Service Organizations (VSOs) to discuss Veterans' benefits and appeal procedures; have presented before groups as large as 425. Substantially improved relationships with state and local stakeholders. Routinely serve on high-level internal groups, taskforces, and committees. Consistently demonstrate the highest levels of professionalism, courtesy, and tact. Demonstrate effective judicial management for as many as J 1,000 appeals annually; ensure effective use of hearings resources and timely resolution of claims. Use prudent measures such as: use pretrial conferences to define issues and identify missing evidence; strengthen judicial integrity by adhering to established legal appeals standards; and issue clear, concise, and timely decisions. VETERANS LAW JUDGE, AL-3-C, SERIES 905 Office of Veterans Law Judges, Board of Veterans' Appeals Washington, DC 20420 Supervisor: 12/2003 to 12/2006 Hrs/wk: 40+; $129,368/yr Demonstrated deep knowledge of Veterans' medical issues; evaluated a wide range of health and injury conditions and illness. Applied legal expertise and knowledge of Veterans law including mental health, medical disability, character of discharge, eligibility, competency, effective dates, insurance, pension, overpayments, income, medical reimbursement, adaptive equipment and automobile allowance, dependency and indemnity compensation, death benefits, dependency, fraud and forfeiture, educational programs, and procedural issues. Held hearings and issued appellate decisions. Personally conducted an average of 190 hearings annually. Drove productivity as the top­ producing of-70 Veterans Law Judges. Skillfully led and supen•ised 6 attorneys. Established, delegated, monitored, and adjudicated caseload of -900 cases annually, ensuring that production goals were met and often exceeded with the delivery of thoughtful, sustainable appellate decisions. Mentored team members. provided feedback. and encouraged professional development. Promoted Telework and other programs to increase employee engagement and work-life balance programs and initiatives. Continually sought opportunities to improve operations to drive results. Addressed inconsistencies across the enterprise by proposing the creation of an innovative Hearing Guide. Led a 15-person team of Judges and Senior Counsel in drafting and publishing a Judge Hearing Cheryl L. Mason Page 4 AMERICAN PVERSIGHT VA-17-0566-A-000109 Guide; worked to resolve conflicts among the group in terms of approach resulting in the publication of the Guide, the foundation of which is still in use today. Partnered with VHA and VBA to provide training, developed and coordinated video and live substantive legal and examination-focused training programs across VA enterprise to both VHA and VBA customers to enhance service to Veterans. Drafted well-regarded and consistently upheld opinions and other documents that were clear, succinct, and well-organized. Issued expertly-written legal decisions and rulings all within timeframes required. Ensured proper use of English language. grammar, style, and punctuation. Consistently demonstrated strong interpersonal and oral communication skills. Provided all sides a fair opportunity to be heard and worked to find mutually acceptable solutions utilizing sensitivity. diplomacy and impartiality. EARLIER WORK EXPERIENCE Senior Counsel, Board of Veterans' Appeals, Department of Veterans Affairs, Washington, DC Counsel, Board of Veterans' Appeals, Department of Veterans Affairs, Washington. DC Attorney-Advisor, Federal Labor Relations Authority, Washington, DC Contract Attorney Investigator, Americans with Disabilities Act, Civil Rights Section, U.S. Department of Justice, Washington, DC Special Assistant, Headquarters United States Air Forces in Europe, Communications Directorate, Plans and Programs Division, Department of the Air Force, Ramstein Air Base, Germany Associate Professor for Paralegal & Law Enforcement Studies/ Paralegal Program Coordinator, Central Texas College, Kapaun Air Station, Germany LICENSURE Licensed Attorney and member of the bar in good standing. State of Nebraska, 1989 to present REPRESENTATIVE LEADERSHIP DEVELOPMENT Lean Six Sigma training, 2016 • UNC Kenan-Flagler Business School, VA Senior Executive Strategic Leadership Course II, 2015 • The George Washington University Center for Excellence in Public Leadership Senior Leader Program, 2015 • FEL TG Supervisory Training Courses Employee Relations/Labor Relations and Supervising Federal Employees, 2012, 2013, 2014, 2015 • Professional Responsibility, Financial Disclosure and Ethics training, annually• Federal Executive Institute, Leadership for a Democratic Society, 2008 • Leadership VA, 2006 KEY AWARDS & RECOGNITION Ohio Northern University Distinguished Alumni Award• BVA Leadership Initiative Excellence Leadership Award)• Chair, College of Arts and Sciences Advisory Board, Ohio Northern University • VA Exceptional Achievement Awards ( I 2) • Member, US Court of Appeals for Veterans Claims Bar Association• HQ USAFE/SC Civilian of the Quarter• complete list available EDUCATION Juris Doctor, Creighton University, School of Law, Omaha, NE Juris Doctor candidate, University of Dayton Law School, Dayton. OH BA, Political Science and Psychology. Cum Laude, Ohio Northern University, Ada, OH Cheryl L. Mason Page 5 AMERICAN pVERSIGHT VA-17-0566-A-000110 Peter J. Shelby, SPHR/SHRM-SCP Over two decades of success solving business challenges with dynamic, innovative people strategies. Passionate HR executive leader with broad experience in OD, TM, L&D and core/generalist HR at globally distributed, highly diversified, organizations across sectors and industries; including, senior operations and talent development roles as a US Marine. Highly regarded change leader, successful in creating long-term business value through strategically aligned talent and performance management. Success enhanced through organizational design, collaborative team-building, and fostering of a diverse, inclusive, engaged workforce. KEY STRENGTHS__________________________________________________________________________ • • • • • Business Transformation/Change Management Strategic HR Business Planning Organizational Design/M&A Integration Leadership Development, Succession Planning Talent Management, Employee Engagement • • • • • Learning and Professional Development Talent Acquisition, Orientation/Assimilation Employee Relations, HR Compliance Competencies, Success Profiles Performance Management RELEVANT EXECUTIVE EXPERIENCE ________________________________________________________ Transcendent Performance, LLC, Washington, DC 2014-present Founder/CEO Transcendent Performance consulting services focus on change initiatives to align talent and performance management; learning, and human resource strategies to business strategies and objectives. From concept through implementation, we help them develop policy; engage employees; reward performance; create diverse, productive work environments; assess talent, and develop skills. We have helped several public and private companies create cultures of success with solutions tailored to their unique environments, cultures, and values. The Related Companies, New York, NY 2014 – 2016 Global real estate/asset mgt. company: develops, manages, and invests in highly diversified mix of properties – holdings $20B+; annual revenue: $2B+. SVP, Chief Talent Officer In collaboration with business leaders, developed long-term HR vision/strategy, and led full lifecycle TM, L&D, and OD to drive business optimization for dispersed non-exempt/exempt, non-union/union sales, hospitality & property management workforce of over 3000 during rapid domestic & global growth. Led HR transformation in recruiting, onboarding, L&D, total rewards, employee engagement, and performance mgt.; developed all Fair Housing, EEO and HR compliance education. • • • • • • • Created hybrid leadership/management development program for all second-level and executive leaders to instill values and high performance culture, improving employee engagement, communication, productivity, and retention. Developed and implemented Talent/Performance Management and Development program and process; HiPo, performance reviews, succession, goal-setting, development, engagement, and recognition;. Transformed talent acquisition (Recruiting) strategy and structure: broad employer brand/marketing, created custom success profiles using industrial psych; new proactive resume-based process rapidly and efficiently met talent needs. Led implementation of HRIS-based self-service on-boarding to replace manual processes, including “pre-Day 1” orientation; efficient/effective process saves thousands of man-hours and reduces time to productivity. Developed blended, performance-based learning strategy: college interns and OJT plan moved L&D from HR to an operations-driven business capability; saved $millions thru efficiencies and broadened operational capabilities. Led implementation of new payroll system, eliminating 2 redundant systems, and bringing all HR functions into a single HRIS system; enabled enhanced tracking, HR compliance, workforce analytics & strategic workforce planning. Delivered over 35,000 courses annually in core job skills, leadership, and compliance via multiple/blended modalities, including brand, sales, & customer-service programs for “high-touch” luxury/ultra-luxury hospitality & residence staffs. Federal Government - National Intelligence Community, Washington, DC Dean, Remote Learning & Faculty Development, National Intelligence University (NIU) Chief Talent Officer, National Reconnaissance Office (NRO) VP of HR, L&D, Finance & Administration, Defense Intelligence Agency (DIA) VERSIGHT 2007 – 2014 2012 – 2014 2010 – 2012 2007 – 2010 VA-17-0566-A-000111 Peter J. Shelby Developed, implemented, and led HR, L&D, TM & OD capabilities across vertical functions, and in several organizations exceeding 20,000 global employees. Several executive assignments during tenure required top-tier executive leadership to transform HR, and align strategic goals for optimal retention, engagement, productivity, and business outcomes. • • • • • • • • • • • • Direct leadership and oversight of eight VP-level operational HR, TM, OD and L&D divisions; $60M+ budget; eight VP direct reports leading innovative change in HR, OD & TM serving global workforce of over 100,000 FTEs. Developed integrated Diversity & Inclusion/Culture strategy: facilitated employee engagement and retention; improved management/employee relations; and created a collaborative, high-performance work environment. Closed critical leadership gaps: New Leadership Program/Academy: HiPo/succession/career mapping and talent evaluation; performance management and competency development for individuals and emerging leaders thru Senior Executive (C-suite) for large, high-growth, global workforce – won HCM-G Best Leadership Development Program. Integral to complete restructuring of pay structure and Total Rewards strategy that included pay-for-performance, unit and corporate recognition programs, tele-work, alternate work schedules, and work-life balance components. Led all L&D functions for 6 major schools including corporate administration, registrar and student support for over 40,000 resident and 100,000 online local, regional/global students annually; led LMS transformation/globalization. Over $28M in development and implementation savings - coordinated with M&A organizations to develop global L&D, OD and HR transformation/change strategy and systems – won CLO Learning in Practice Gold for Global Strategy. Led extensive OD: implemented employee and executive TM capabilities: on-boarding, orientation, succession planning & professional development; new performance management capabilities: improved retention, engagement & productivity - Strategic leadership with extensive ‘hands-on’ tactical/operational implementation. Efficient execution of HR/talent finances and capabilities: shared services model; streamlined/consolidated HRIS systems; strategic workforce planning/analytics enabled multiple efficiencies with highly effective execution. Coalition Leader: collaborated with private/public organizations to develop workforce strategies, education programs and best-practice talent strategies for current/future workforce – won CLO Learning in Practice Gold for Collaboration. Worked across domestic and international organizational boundaries to establish and sustain accredited National Intelligence University Academic Centers in Europe and domestically to expand degree access globally. Executive Leadership for POTUS’s Management Council – developed cross-agency rotational assignment program and hiring reform; broad talent strategy included high school and college partnerships; internships; college curriculum. Accomplished keynote speaker, expert panelist, and presenter to executive teams/boards of directors; and, national and regional events across government and industry: SHRM ICE, CLO, HCI, et al; TM, L&D and HR strategy expert. US Marine Corps, Washington, DC 1995 – 2007 Director, Marine Corps Formal Schools and Training & Readiness Programs - T & E Command Director, HR, ATC Operations & Training for HMX-1 Presidential Helicopter Squadron, Quantico Chief, Recruiting Programs, Headquarters US Marine Corps (2001 – 2007) (1998 – 2001) (1995 – 1998) Developed and led cohesive Marine teams in talent development, HR & aviation operations. Led recruiting programs for entire Marine Corps; and curriculum development and operations for all Marine Corps Formal Schools and Learning Centers. Marine Corps’ principal for all unit training, development, and evaluation programs. Developed and implemented competency-based training programs throughout the Marine Corps; facilitated learning, analyzed efficiency/effectiveness of operational programs, and led process improvement efforts at all units domestically and abroad. • • • Unprecedented recruiting mission success: implemented several quality-of-life, recruiting and talent development policies; recognized with (2) Meritorious Unit Commendations. Developed curriculum, standards and policy for all Marine Corps human capital development; led two instructor development academies and 70 formal schools delivering over 600 courses to 36000 new Marines annually. Dramatically improved quality of instruction and reduced Marine combat capabilities: developed competency frameworks/career roadmaps; updated curriculum at every formal school; robust Managed OJT programs. EDUCATION & CLEARANCE _________________________________________________________________ MBA, Human Resources Management, Northcentral University, Prescott, AZ M.Ed., Adult Curriculum & Instruction, George Mason University, Fairfax, VA BA, English & Business (Summa Cum Laude), The Citadel, Charleston, SC AMERICAN PVERSIGHT VA-17-0566-A-000112 Commander Randy C. Reeves, USN, Retired SUMMARY       National Veterans’ leader. Over 35 years serving and leading military personnel and Veterans. Over 35 years of proven leadership and management experience. Proven skill developing, implementing and overseeing major processes and programs. Proven leader of major programmatic/organizational change. Experience working with officials at the highest levels of government (U.S and Foreign). EXPERIENCE 2009 to Present: National Association of State Directors of Veterans Affairs President, National Association of State Directors of Veterans Affairs (NASDVA)  Leads the single organization whose members serve and represent all of America’s nearly 22 million United States Veterans.  Represents the interests and needs of 50 States, five (5) Territories and the District of Columbia (and their Veterans) on Veterans’ issues.  Leads and champions key initiatives and legislation to streamline and make operations within the U.S. Department of Veterans Affairs (USDVA) work for America’s Veterans.  Lead National Appeals Working Group (with USDVA and National Veterans Service Organizations) that developed proposed framework and legislation to modernize and streamline USDVA’s Benefits Appeals system; to get Veterans’ the decisions they deserve in a reasonable time and at lower long-term costs for American taxpayers.  Previously served as Senior Vice President, NASDVA  Previously served as Junior Vice President, NASDVA  Previously served as Secretary, NASDVA  Previously served as Chairman, NASDVA Veterans Health Care Committee.  Previously served as Chairman, NASDVA Congressional/Legislative Working Group.  Served as "point person" for work (and negotiation) on Public Law 112-154 (70% service connected Veterans per-diem in State Veterans Nursing Homes). Personally worked with Congressional Members and staff to amend original legislative language (Cochran amendment) to allow Homes to use “provider agreements”. States (and ultimately Veterans) continue to benefit and be served nation-wide; many State Homes would have otherwise been unable to operate. Received NASDVA President's Commendation Award.  Principal author of NASDVA testimonies delivered before U.S. Senate and House Veterans Affairs Committees. 2015 to Present: USDVA Veterans Rural Health Advisory Committee Member, Veterans Rural Health Advisory Committee  Co-Author of 2016 recommendations to Secretary, USDVA for strategies to improve delivery of healthcare to America’s rural Veterans. 2009 to Present: Mississippi Veterans Affairs Board Executive Director, Mississippi Veterans Affairs Board (2011- Present)  Agency Head/Chief Executive for State Agency.  Leader in State Government. Recipient of the 2013 Mississippi Excellence in Government Award.  Developed and implemented improved Veterans’ policy and service delivery for Mississippi’s 227,000 Veterans.  Successfully worked with Congress and USDVA to implement PL 112-154 that benefits Veterans Nationwide.  Successfully worked with Governor, Legislature, Congressional Members and other Agencies to dramatically increase benefits to Mississippi Veterans.  Led successful effort for award of 100% federal grant to build Mississippi’s second State Veterans Cemetery at Kilmichael (currently under construction). AMf-f IC/\N pVERSIGHT VA-17-0566-A-000113 Reeves, Randy Deputy Director, Mississippi Veterans Affairs Board (2009-2011)  Developed and implemented successful financial strategy and plan for State Agency.  Directly responsible for improved Agency financial position and ability to deliver increased service to Veterans.  Responsible for interpreting Veterans’ Policy and ensuring service to Mississippi’s Veterans.  Developed Agency’s first comprehensive strategic plan.  Oversaw successful construction and completion of Mississippi Veterans Memorial Cemetery.  Designed and oversaw construction of Mississippi Persian Gulf War Memorial.  Developed and implemented comprehensive plan for standardization of Agency’s policies and procedures.  Responsible for direct liaison and coordination with state legislators and legislative staff, congressional staffs and state executive staffs.  Developed and implemented plan to “virtualize” Agency Information Technology (IT) infrastructure. IT virtualization enhanced Agency computer system reliability, disaster recovery and overall survivability. Director, Mississippi Veterans Memorial Cemetery (2009)  Directed and coordinated design and funding for Mississippi’s first State Veterans Cemetery.  Developed and implemented standardized policies and procedures for cemetery operation.  Efforts resulted in award of $7M grant for cemetery project construction.  Expertly coordinated with State Agencies (to include MDA and MDOT), local Board of Supervisors and local municipalities to minimize costs and ensure needed services were in place for Cemetery project. 1990 to 2008: UNITED STATES NAVY Board Sponsor (Staff Personnel Officer/Manager), Navy Personnel Command, Millington, TN (2007-2008)  Special Assistant and advisor (to Senior Flag Officers) for statutory promotion board procedures and requirements.  Directly responsible for ensuring compliance with U.S. Code (Title 10) statutory requirements. Operational Support Officer, U.S. Naval Forces Central Command, Manama, Bahrain (2006-2007)  Special Assistant and advisor to Commander, U.S. Naval Force Central Command.  Coordinated (Reserve) crisis response for evacuation of 14,000 American citizens from war-torn Lebanon.  Developed and implemented engineering support (personnel) plan to rebuild Umm Qasar Naval Base, Iraq.  Developed plan and oversaw deployment of regional crisis planners/managers for 2006 Doha (Qatar) Asian Games.  Saved $500K in personnel costs, in 1 year, through effective employment of 7,000 man-days of part-time support. Commanding Officer, G.V. “Sonny” Montgomery Naval Reserve Center, Meridian, MS (2003-2006)  Led/commanded 300 person organization comprised of eight direct report units.  Rated as number 1 of 30 Reserve Centers in Southeast Region. Highest readiness rating in region for entire tenure.  Awarded Southeast Region 2005 “Golden Helm” award for best unit efficiency and personnel retention.  Responsible for career, retirement and retention counseling decisions for assigned personnel. Supervised career counselor staff and provided direct supervision/guidance in Veterans’ benefit counseling.  Awarded 2004 Supply “Blue E” for outstanding fiscal management. Managed $450K direct operating budget.  Coordinated Reserve support through nation-wide sourcing in support of Hurricane Katrina relief operations. Executive Officer, USS YORKTOWN (CG-48) (2002-2003)  Led and oversaw operation of $1 billion, 350 person U.S. warship.  Coordinated and oversaw sensitive official events for international dignitaries, including the President of Venezuela.  Won 2 Battle Efficiency, 2 “Golden Anchor” and several Retention Excellence awards during tenure.  Led ship as Commanding Officer during flawless Cruise Missile Tactical Qualification.  Led major at-sea drug bust. Seized 6 tons of cocaine and 9 prisoners.  Responsible for career, retirement and retention counseling decisions for assigned personnel. Supervised career counselor staff and provided direct supervision/guidance in Veterans’ benefit counseling. AMf-f IC/\N pVERSIGHT 2 VA-17-0566-A-000114 Reeves, Randy Commanding Officer, Naval Reserve Center, Jackson/Meridian, MS (2000-2001)  Led/commanded 250 person organization.  Awarded Mid-South Region 2000 “Golden Helm” Award for best unit efficiency and personnel retention.  Oversaw construction/outfitting of the G.V. “Sonny” Montgomery Reserve Center; ahead of schedule/under budget.  Closed Jackson, MS Naval Reserve Center. Negotiated successful transfer of building and grounds to Mississippi.  Responsible for career, retirement and retention counseling decisions for assigned personnel. Supervised career counselor staff and provided direct supervision/guidance in Veterans’ benefit counseling. Combat Systems Officer, USS McFAUL (DDG-74) (1997-2000)  Led department of 200 persons.  Oversaw construction, test, validation and certification of $600 million combat, sensor and communication system.  Ship Senior Watch Officer; Responsible for manning, training and safety for 325 persons, $1billion warship.  Led successful Command, Control, Communications and Computer (C4I) concept implementation. Combat Systems Officer, USS R.G. BRADLEY (FFG-49) (1995-1997)  Led department of 100 persons.  Ship Senior Watch Officer; Responsible for manning, training and safety for 225 persons, $400 million warship. Materiel Officer, USS NASSAU (LHA-4) (1993-1995)  Responsible for all maintenance and materiel readiness for $1billion multi-mission warship.  Managed 9 month, $100 million ship Major Overhaul; delivered ahead of schedule and under budget.  Coordinated, planned and negotiated for over 1000 contractor jobs; ship attained highest materiel readiness. Damage Control Assistant, USS PHILIPPINE SEA (CG-58) (1990-1993)  Led division of 50 persons.  Responsible for damage control and materiel readiness for $1 billion warship.  Served during combat operations in Operation Desert Storm. Engineering Assistant, USS COPELAND (FFG-25) (1990)  Served as Special Assistant to Commanding Officer during Propulsion Examination Preparations. 1988 to 1990: UNITED STATES NAVAL RESERVE Training Officer, Naval Overseas Air Cargo Unit, Omaha, NE  Responsible for the training and readiness of 50 person Naval Reserve Air Logistics unit. 1989 to 1990: Bingo King Corporation, Council Bluffs, IA Quality Assurance Director  Responsible for overall product quality for multi-facility printing operation.  Supervised legal compliance with state and local law during production of gaming products/instruments.  Company representative responsible for direct interface with state gaming commissions. 1980 to 1988: UNITED STATES AIR FORCE Munitions Systems Specialist/Manager  Manager/Supervisor for maintenance, inspection and handling of air launched munitions and explosive devices. AWARDS/RECOGNITION        2013 Mississippi Excellence in State Government Award President’s Commendation Award (2013 and 2015), National Association of State Directors of Veterans Affairs G.V. “Sonny” Montgomery Medal of Merit Commendation, Mississippi Veterans Affairs Board Over 60 military personal, unit and campaign awards Assistant Secretary of Defense “Seven Seals” Award Dr. Ned B. Lovell Education Leadership Award AMf-f IC/\N pVERSIGHT 3 VA-17-0566-A-000115 Reeves, Randy  Rotary International Paul Harris Fellow EDUCATION Graduate Study in Veteran Services and Public Policy, Empire State College, Sarasota Springs, NY Senior Executives in State and Local Government Program, Harvard University, Cambridge, MA State Executive Development Institute, Stennis Institute of Government, Mississippi State University Certified Public Manager, National Certified Public Manager Consortium Certificate in Supervisory Management, Mississippi State Personnel Board Master of Science in Health Science, Touro University, Cypress, CA Graduate Diploma, Air Command and Staff College, Air University, Maxwell, AL Graduate Study in Public Administration, University of Oklahoma, Norman, OK Education Policy Leadership Program Fellow, Institute for Educational Leadership, Washington, DC Bachelor’s Degree in Management, Peru State College, Peru, NE Associates Degree in Munitions Systems Management, Community College of the Air Force, Maxwell, AL ADDITONAL TRAINING/CERTIFICATION National Veterans Service Officer Accreditation Training National Cemetery Administration Cemetery Operations Boot Camp Training National Cemetery Administration Cemetery Representative Training National Cemetery Administration Equipment Operator Training Certificate in Gerontology U.S. Navy Business and Fiscal Practices Course United States Air Force Technical Instructor Course Principles of Financial Management Internal Control Manager Course Internal Control Coordinator Course U.S. Navy Operational Medicine Course (152 hours) Expeditionary Medicine – Patient Movement U.S. Navy Health Promotion Programs Death and Dying Expeditionary Medicine – Tactical Combat Casualty Care Wide Area Networks and Remote Connectivity Disaster Recovery and Server Backups AMERICAN PVERSIGHT 4 VA-17-0566-A-000116 David J. Balland OBJECTIVE: Creative and motivated senior executive seeking a Senior Level position in a growing organization, leading various levels of management and staff, in a fast-paced, multi-task environment. Seeking a challenging position to contribute to successful growth, improve processes, and increase revenue and profit. KEY SKILLS AND COMPETENCIES ● Semi-fluent in Spanish ● Strong Leader and Mentor ● Strong Ethics ● Work Independently with Minimal Direction ● Team Player ● Manage very well in all Organizations ● Delegate Duties to Advance Careers of Staff ● Engaging Public Speaker ● Exceptional Oral and Written Communicator ● Adept Listener ● Highly Analytical, Critical Thinker, Problem Solver and Decision Maker ● Create Budgets, P & L Analysis, Variance Analysis ● Recommend Improvements for Cost Control and Revenue Enhancement ● Identify and Implement Process Improvements ● Auditor of Performance and Functions ● Confident and Competent Negotiator ● Strong Business Development skills ● Excellent Recruiting skills ● Excellent at the Art of Compromise for Favorable Outcomes ● Gather, Articulate, and Negotiate Business Requirements ● Adaptable in Changing Environments ● Successful Procurement and Implementation of Contracts ● Promote Legal and Regulatory Compliance; Best Practices Standards ● Manage Vendor and Legislative Relationships ● Proficient in MS Office Software PROFESSIONAL EXPERIENCE Principal Salary: [Exemption 6] David J. Balland Consulting 2013 to Present Performed as the Principal for this business consulting firm for private and public companies as well as the Federal Government. One of the contracts included the Office of the Secretary of Defense, Department of Defense. Senior Adviser for IT Programs Salary: [Exemption 6] Information Innovators, Inc. 2012 to 2013 Advised the President and Executive Vice President of this Service-Disabled, Veteran Owned, Small Business. Revenues grew from $85M to $110M annually during this time period of transition and change. Director, Health Care IT Programs Salary: [Exemption 6] Lockheed Martin 2007 to 2012 Directed healthcare initiatives in the Civil and Homeland Security Program Office. Responsible for supporting strategic business development, other initiatives, and relationships with Congress, Senior Executive Branch officials, industry executives, and public officials of State, Local, and International Governments in Lockheed Martin’s Healthcare IT Office. TX State Medicaid and Children’s Health Insurance Program (CHIP) Director State of Texas Salary: [Exemption 6] 2004 to 2007 Directed a staff of 225 professionals who administered $15B annually in Medicaid programs and services for approximately 3M beneficiaries in Texas. Personally responsible for leading large agency transformation projects for the State. Successfully managed a period of tremendous organization transformation while maintaining an exceptional level of customer satisfaction. The U.S. House of Representatives recognized the State of Texas for Best Practices in the administration of Medicaid and CHIP services during my tenure. VERSIGHT VA-17-0566-A-000117 Deputy Assistant Secretary U.S. Department of Veterans Affairs 2001 to 2004 Served in this position as an Appointee of President George W. Bush. Acted as the Principal Advisor to the Secretary of Veterans Affairs (“VA”) for all Department-wide policy issues involving the administration of Programs, Services, and Benefits for our Nation’s 25M Veterans. The VA is the 2nd largest Federal Agency with approximately 300K employees and facilities in every State and the U.S. Territories. The VA operates the only integrated nationwide hospital system with 153 medical centers, 800+ outpatient clinics and approximately 2K facilities. Chief Operating Officer Maximus, Inc. Texas Medicaid Program 1998 to 2001 Directed a staff of 200+ customer service representatives for the Texas State Medicaid Enrollment Broker Program. Responsible for all contractual and performance metrics and successfully led the re-compete and follow-on award of this $60M+ contract. Deputy Staff Director Committee on Veteran’s Affairs United States Senate 1994 to 1998 Served under Senator and directed this standing committee that oversees the VA and authorizes the annual operating department budget for the VA. Also served for one year as the Deputy Staff Director for the Special Investigative Unit of Gulf War Illnesses under Senator after Senator retired. Senior Legislative Aide U. S. Senator 1991 to 1994 Initiated and drafted new veterans' drug pricing legislation which became law in 1992. This law allows all veterans to obtain the lowest price for prescription drugs available on the market. Granted signature authority by Senator [Exemption 6] along with two other senior staff members for the Assistant Republican Leader of the U.S. Senate. Met with and corresponded directly with constituents and other legislative staff on behalf of the Senator. Represented Senator [Exemption 6] and negotiated on his behalf with other Senators and staff regarding proposed legislation, as well as with senior executives in international, national, state and local governments and business entities. Marketing Operations Mobil Oil Corporation 1990 to 1991 Selected to be one of 14 candidates in this annual program of high potential applicants for Mobil Oil Corporation. Successfully completed this six-month training program and selected to work in NYC -- the largest distribution market of light products in the corporation. Field Artilleryman United States Army 1984 to 1990 Served in this nuclear capable Army Division in Germany. Duties and responsibilities required clearance. Promoted three times to positions of higher responsibilities and increased duties within a two-year period, prior to being selected by the Department of the Army to serve at West Point in the Department of Admissions. VERSIGHT VA-17-0566-A-000118 David J. Balland ACCOMPLISHMENTS Awards:  VA Meritorious Service Award; for leadership and dedicated service to Veterans; Department of Veterans Affairs; 2003  Army Commendation Medal; for outstanding service in the Field Artillery overseas; U.S. Army; 1986  One of seven junior officers selected by the Department of the Army to represent West Point in minority recruiting efforts; 1988  Boys' Nation Delegate selected to lay wreath on the Tomb of the Unknown Soldier at Arlington National Cemetery; 1979 Management/Leadership Training/Certifications  Lockheed Martin Senior Leadership Development Program; Carnegie Mellon University; 2008  Lockheed Martin Financial Strategies Program; University of Maryland; 2007  EDUCATION HARVARD UNIVERSITY Senior Managers in Government Programs DALE CARNEGIE INSTITUTE (TOP GRADUATE) Leadership/Public Speaking Program M.B.A. (With Honors) OKLAHAMA CITY UNIVERSITY Major: Management Information Systems B.S. UNITED STATES MILITARY ACADEMY Major: General Engineering Minor: International Relations VERSIGHT VA-17-0566-A-000119 LYDIA B BLAHA Career Objective: Continue to use my competitive personality as well as athletjc, educational and professional experiences to be the best motivational and world-changing individual I can possibly be. Work Experience Washington D.C. Presidential Inaugural Committee December 2016-Current • Communications Coordinator • Key contact for all media outlets wishing to book PIC surrogates on radio o Schedule and staff interviews Presidential Campaign Denver, CO July 2016-November 2016 • Colorado Communications Director • Served as the key media contact for the organization in Colorado • Created communication strategjes, press releases and media advisories • Scheduled all interviews • Reported directly to the Colorado Senior Advisor Colorado Springs, CO US Senate Campaign November 2015-July 2016 • Deputy Campaign Manager • Worked one-on-one with Candidate daily o Strategy, Debate prep, Messaging, Traveling • Scheduler: o Radio, Television, Print, Political events, Team meetings • Oversaw volunteers Colorado Springs, CO Inspiration Counseling, LLC October 2015-May 2016 • Mental Health Therapist • Specialized in: o PTSDffrauma, Self-Esteem, Motivation Counseling, Athletes Hope and Home August 2015-February 2016 • Home Studies Writer • Licensed families wishing to Foster/Adopt children o Interview, Home check, Follow-up Colorado Springs, CO Community Health of East Tennessee (CHET) Internship January 2015-July 2015 La Follette, TN AMf-HICAN pVERSIGHT VA-17-0566-A-000121 • • • • Individual Therapy o Adults and Children Group Therapy o Trauma, Battered Women CorrectionaJ System Counseling Diagnosing in regards to DSM-V o lntake, Treatment Planning, Evaluations Lincoln Memorial University August 2013-May 2015 • Dll Volleyball Coach • Assistant Coach/ Graduate Assistant • Practices, drills, traveling and game strategy Harrogate, TN Colorado Juniors Volleyball Club August 2012-March 2013 • Assistant Coach to 18's team • Head Coach of Development team Colorado Springs, CO University of Colorado Boulder, CO Division I Volleyball August 2008-July 2012 • Starting Middle Blocker - Scholarship Athlete • Balanced demands of full time student while devoting 30+ hours per week to volleyball • Took leadership role within team to ensure members felt like an integral part • Point of contact between team and coaching staff • Worked through physical and mental exhaustion on daily basis • Dean's List Volunteer Experience United States Congressional campaign - Colorado's District 5 January 2012 to June 2012 • Organization of Fund.raisers and "Meet and Greets." • Manager of Personal Calendar: travel, calls, responses • Scheduling appointments and prioritization • Scheduled and routed "Precincts Walks" "Girls First" Camp Counselor Summer 2010 & 2011 • • Colorado Springs, CO New Orleans, LA Counselor, mentor, and positive role model to underprivileged girls Enabled girls to prepare for successful healthy futures Education University of Colorado Boulder, Colorado Bachelor's Degree in Sociology Lillco/11 Memorial U,iiversity Harrogate, TN M. Ed. in Mental Health Counseling AMLH'CAN pVERSIGHT VA-17-0566-A-000122 LYNDA C. DAVIS, Ph.D. PROFESSIONAL EXPERIENCE Executive Vice President - 2013 to present Tragedy Assistance Program for Survivors (TAPS) Leads the results reporting, donor accountability, program evaluation and research for this 22+ year veteran service organization and it's 80 employees serving over 60,000 adult and child survivors of the loss of a military loved one. Oversees organizational assessment and program evaluation and improvement processes and create partnerships with agencies, corporations, military and veteran service organizations to address the needs of veteran families for emotional support, education and employment following the death of a loved one in the Armed Forces. Projects involve collaboration with the White House Joining Forces Initiative, the Department of Defense and the military services, the Departments of Veteran Affairs, Labor and Health and Human services as well t as over 500 other non-profit organizations supporing service members, veterans, their families, caregivers and survivors. Serves as the Executive Director of the Military and Veterans Caregiver Network (MVCN), a peer-based support program incubated by TAPS using its proven best pracctices. MVCN addresses the isolation and associated health challenges faced by 5.5 million pre- and posts-9/11 caregivers through three programs (Online Peer Support Conununity, Online & Community-Based Peer Support Groups, and Peer Mentor Support) with the anchor sponsorship of the Elizabeth Dole Foundation. The Network allows caregivers to offer one another an opportunity for engagement, empathy, education, and encouragement. During its first full year of operation, the MVCN has reached over 50,000 caregivers to increase their own wellness and enable them to support their wounded warrior. Senior Vice President - 2010 to 2012 ICF International Lead the strategic initiative to integrate the health, education, social service, technology and evaluative services of an international company in support of military, veterans and their families through federal agencies such as the Departments of Defense (DoD) and Veterans Affairs (VA). Created a brand for the initiative that included social media, speaker events, community based partnerships, state and local outreach, and inclusion in numerous national panel presentations. Expanded business development opportunities and partnerships. Initiated corporate mentor program for women veterans and military spouses and secured membership in the Military Spouse Employment Program Partners Program at DoD and secured an award for ICF from the Military Officers Association of America. Deputy Undersecretary for Military Community and Familv Policy - 2008 - 2009 U.S. Department of Defense Senior DOD civilian leader (SES) with direct management responsibility for the development, implementation and oversight of quality of life programs for service members and their families worldwide. AM( f {ICAN pVERSIGHT VA-17-0566-A-000123 • • • • • Managed over 30,000 employees worldwide and administered an annual multibillion dollar budget: Set family support poli cies and had program oversight for family center operations , child care , youth progran1s, family advocacy , relocation , transition support services , and support during mobilization and deployment (including casualty affairs). Department of Defense Education Activity (DoDEA) quality education for military dependents across its 191 schools worldwide serving 77,000+ students and employing 8,700 educators . Morale , Welfare and Recreation , Voluntary and Post-Secondary Education and coordinating services for non-profit agencies such as the Red Cross , Armed Services YMCA and the USO . Ran forums/meetings /executive boards that ensure relationships of all stakeholders in the chain of command for family support are connected in decision-making and program execution. Lead for Reform of Case/Care Management for Wounded, lll, Injured and their Families: 2007 - 2008 U.S. Department of Defense and Department of Veterans Affairs Designated leader of the first joint Department of Defense and Department of Veterans Affairs effort to reform case/care management for wounded , ill, and injured service members , veterans and their families . • Built a team of military, civilian and contract personnel across the country that fundamentally changed the assumptions and approach to care that now emphasize thriving. not just surviving for seriously and severely wounded, ill or injured service members and their families . • Assessed , created , developed , implemented the vision for the joint DOD/VA Federal and Recovery Coordination Programs that was subsequently endorsed in legislation by Congress and used by the military services and the VA. • Trained a cadre oflong-term recovery coordinators to use individualized goal-oriented recovery plans in support of warriors, veterans and their families. • Created a web-based National Resource Directory with over 12,000 partners from all governmental levels , the business and corporate sectors, the non-profit and academic and faithbased sectors committed to support RSMVF . Deputy Assistant Secretary for Military Personnel Policy - 2006 - 2008 U.S. Department of the Navy Senior Department of the Navy civilian leader with direct responsibility for policy and program matters relating to the Naval and Marine Corps active duty military and families • Developed and inlplemented recruiting and retention ; education and training ; military compensation ; sexual assault and safety and equal opportunity policy • Oversaw Quality of Life Programs including Commissaries and Exchanges ; Morale, Welfare & Recreation ; Family Support and Retiree Affairs • Executed collaborative programs with the Surgeon General and military treatment facilities {MTF) to assure high quality health, dental and TRJCARE programs • Assessed all services in support of wounded sailors and marines and their families using LSS and process evaluation models to identify needs , practices and gaps/duplication in services. • Developed the Comprehensive Care Coordination (C3) program to implement the core health , case and care management programs for wounded sailors and marines and their families President and CE0 - 1995 - 2006 Davis O'Connell, Inc. a Service Disabled Veteran Owned Small Business Led the management and client service delivery of a Washington , D .C. based , service disabled , veteran owned small business which provided technical, program development and operation consulting services to colleges , communities , corporations , agencies and non-profit organizations in their work with the federal legislative and executive branches . Specialized in providing services related to education , economic development and workforce training , partnerships with business and industry , high technology applications to distance education , emergency management and special needs and at-risk populations . AMEi Vice President FBA. Inc. - 1990-1994 PVERSIGHT VA-17-0566-A-000124 Consultant and strategic advisor to colleges and universities and businesses on governmental legislation and regulations related to the delivery ofeducation and training programs, health care and medical technology, energy and environment projects for scientific research, military medicine and veteran health care. Worked closely with government relations teams at the institutions ofhigher education and business and industry and the program offices ofthe federal agencies including the Departments ofDefense, Veterans Affairs, Health and Human Service, and the National Institutes ofHealth. Director - 1987 - 1991 State of Florida, Washington Office Designated representative and public policy advisor for the Governor and the primary liaison for the State's executive and legislative branches in dealings with the U.S. Congress, the federal departments and agencies and national trade associations. Provided oversight ofthe impact offederal legislation and funding affecting the State ofFlorida. Managed a professional team ofanalysts and tracked $4 billion in federal domestic program grants and $ l O billion in defense procurement/contract funds. Federal Relations Representative - 1983 - 1986 Florida Department of Education Liaison for the Florida Commissioner ofEducation to the U.S. Congress, the executive branch agencies and trade associations on federal elementary and post secondary education and job training programs. Analyzed authorization and appropriations bills. Worked closely with education, training, rehabilitation associations and organizations to provide effective programs to students. Wrote and lectured on education policy and programs. Other positions: Lee:islative Specialist and Congressional Liaison - U.S. Department of Education Principle analyst for federal elementary and secondary education programs including legislation, budgeting and regulations. Point ofcontact for congressional, executive branch and public inquiries on Office of Postsecondary Education program operations. Executor ofnational post secondary survey and coordinator ofregional public hearings for the Higher Education Act reauthorization. Education Branch Bude:et Examiner and Ree:ulations Analyst - Office of Management and Budget Analyst in the 0MB Education Branch for federal elementary education programs (including ESEA, lmpact Aid). Liaison to USED budget office and author ofrelevant budget request materials for submission to Congress. Education Bude:et Specialist - United States Senate Appropriations Committee Analyst for education programs under the Education, Labor and HHS Subcommittee. Authored legislative and report language. senatorial statements and press releases. Assessed budgetary impacts and made policy recommendations. Human Resources/lntere:overnmental Specialist - United States Senate Budget Committee Analyst for reconciliation of federal human services legislation. Liaison to the authorizing committees developing block grants. Authored legislative and report language, senatorial statements and press releases. Taught students and spoke to state and lHE employees about state/federal relations and block grant implementation. AMERICAN pVERSIGHT VA-17-0566-A-000125 Lecturer and Intergovernmental Human Services Consultant - University of Southern California - School of Public Administration Chair of the University/public sector Task Force on Human Services. Taught graduate students and professional public administrators the operations of community-based human services especially for at-risk groups. Coordinated the guest lecturer program. , Clinical Instructor - University of Southern California - School of Medicine Developed and instructed a national training program on behavioral sciences. Conducted research in clinical studies program. Managed grants and contracts from federal, state and local agencies. Supervised a staff of 50 training professionals. Clinical Fellow- Veterans Administration Medical Center Sepulveda - Department of Social and Community Psychiatry Provided program development support for clinical services for veterans with alcohol and substance abuse diagnosis and with homelessness. Assisted in the start-up of community-based education and training programs for veterans reintegration into the workforce. EDUCA TION/DF:GREES .- Certificate in Grief and Bereavement University of Colorado (Center for Loss and Life Transition) Doctor of Philosophy (Ph.D.) in Public Administration (Human Services Administration) University of Southern California Masters of Public Administration University of Southern California Masters of Arts in Community/Clinical Psychology California State University at Northridge Bachelor of Arts in Developmental Psychologv University of Santa Barbara MILITARYUnited States Army Reserves - 1994 - 1997 - Captain Signal Corps Florida Army National Guard - 1987 - 1994 - ILT Signal Corps BOARDSElizabeth Dole Foundation Advisory Board - 2012- present Student Veterans of America Advisory Board - 201 I - present Military Advisory Committee Chair- Business and Professional Women's Foundation 2012 - 2014 Chair - Joining Forces Mentor Program for Women Veterans and Military Spouses - Business and Professional Women's Foundation and the U.S. Chamber of Commerce - 2010 - 2012 Virginia Wounded Warrior Program Advisory Board - 2009 - 2015 U.S. Department of Veterans Affairs Advisory Committee on Rehabilitation - 2006 - 2015 AMERICAN pVERSIGHT VA-17-0566-A-000126 Defense Advisory Committee on Women in the Services (DACOWITS) - Vice Chair, 2003 - 2006 PUBLICATIONS (partial list)- Supporting Military Students with Separation, Loss, Trauma and Death: Equipping School Personnel to Serve the Kids a/Those Who Sen 1ed. L.C. Davis, School Personnel and Military Children. Edited by Goldman, Jessica Kingsley Publishers, 2016 Helping Military Children Cope With the Death of a Parent, L.C. Davis, Handbook of Psychosocial Interventions for Veterans and Service Members. Edited by Ainspan, Bryan, and Craig, Oxford University Press, 2016 Grief Support for Military Children: A Resource for School Professionals, L.C. Davis , American Hospice Foundation, 2015. Stumphauzer, J.S., and Davis, L.C., "Training Asian American Mental Health Personnel in Behavior Modification." Journal of Community Psychology, 11(3), 253-258, 1983 Stumphauzer, J.S., and Davis, L.C., "Training Mexican American Mental Health Personnel in Behavioral Modification." Journal of Behavior and Experimental Psychiatry, 14(3), 215-217, 1983 Wolkon, G.H., Davis, L.C., and Staples, F.R., "Personality Changes and Compatibility in the Psychiatric Resident-Supervisor Relationship." Journal of Medical Education, 53, 5963, 1978 Friedman, C.T., Yamamoto, J., Wolkon, G.H., and Davis, L.C., "Videotape Recording of Dynamic Psychotherapy: Supervisory Too] or Hindrance." American Journal of Psychiatry, 135(11), 1388-1391, I 978 Peterson, C.L., and Davis, L.C., "Training for and Consultation to Community Care Facilities." Creedmore Journal of Community Psychology, 1982 AMERICAN PVERSIGHT VA-17-0566-A-000127 Jacquelyn D. Hayes-Byrd PROFESSIONAL PROFILE SENIOR OPERATING & MANAGEMENT EXECUTIVE Driving Organizational Change, Process Redesign, Quality & Continuous Improvement Former US Air Force Major. Extensive senior management experience with prior Clearance, spanning federal government, state government, military, and private industry sectors. Hands-on operating Manager with over 15 years of professional experience. Expert in analyzing existing operations and implementing the strategies, processes and technologies to improve organizational performance. Leader in the design of Activity Based Management concepts to facilitate process improvement. Delivered multi-million dollar improvements in productivity and operating efficiency, cost reduction and earnings. Strong P&L management, project management information technology, human resources and benchmarking experience. Sharp presentation, negotiation and team building qualifications. PROFESSIONAL EXPERIENCE FAMILY SERVICE FOUNDATION, INC. Landover Hills, MD Chief Operating Officer Dec 2014 - Present Designs strategies for multiple product lines and captures success in building the organization's integrity and delivers exceptional results. Provides leadership, motivates high performing cross­ functional teams to outperform newly established performance goals across the organization and leads re-established programs and service areas. Strengthens and recreates the existing infrastructure and operations and supports and motivates the organization's staff. Facilitates cross-departmental collaboration and strengthens internal communications with staff throughout the organization. Sets financial priorities accurately to ensure the organization is operating in a manner that supports the needs of the programs, consumers, and staff. Manages and cultivates existing relationships with funders to secure and expand recurring revenue streams. MELWOOD Upper Marlboro, MD Associate Director Apr 2012- Jan 2014 • Redefined all training programs and ensured that individuals with disabilities maintain quality program training and employment within communities and the federal government. • Developed partnerships with the state of Maryland and the District of Columbia to obtain new clients and funding for the organization. • Crafted and maintained relationships with stakeholders • Provided oversight in developing quality employment and support case management services through mentoring and detection of discrepancies. Upper Marlboro, MD SURECOMFYLIVING, LLC Jun 2009 - Jul 2011 Founder/Operating Principle Secured start-up funding to begin opening urgent care franchises in underserved Maryland urban environments. • Raised $700K in startup funding. AMf--HICAN pVERSIGHT VA-17-0566-A-000128 Page 2 THE PRINCE GEORGE'S COUNTY PUBLIC SCHOOL SYSTEM Upper Marlboro, MD Special Assistant to the Superintendent Oct 2008 - Jun 2009 Served as aide to the Superintendent in the 17th largest school system in the United States. Responsible for management and administration of the school system's central office, which included supervising and resolving day-to-day issues raised by school-based administrators, central office staff, parents, and elected members of the School Board. • Represented Superintendent during county-wide Agenda Setting Meetings to determine areas of discussion for future county Board meetings. • Increased county-wide problem resolution by 48%. PRESIDENTIAL APPOINTMENTS, WASHINGTON, DC 2001-2008 THE U.S. DEPARTMENT OF COMMERCE Senior Advisor- U.S. Commercial Svs-Trade Promotions Programs Jun 2007-Oct 2008 Supervised 20 staff members responsible for organizing the meetings of U.S. companies and foreign buyers at domestic and international trade events, and responding to requests from US exporters to troubleshoot exporting obstacles, and increasing awareness of U.S. Commercial Services export promotion services among U.S. companies. • Managed operations budget of $1 million. THE EXECUTIVE OFFICE OF THE PRESIDENT Apr 2006-June 2007 Director of White House Management Provided leadership, supervision and. management of staff and resetting goals, requirements and direction for the Executive Office of the President, The Office of The First Lady and the White House Management Office. • Provided full operational support for 400 presidential appointees. • Oversight for all mid/large-sized Capital Improvement Plan construction projects. • Selection of new and existing contractual services. • Managed a budget of $157 million. • Managed supply and fleet solutions. THE US DEPARTMENT OF COMMERCE Executive Director, Global Diversity Senior Advisor to the Assistant Secretary Jun 2004-Apr 2006 Created business relationships and partnerships with state chambers of commerce, associations and stakeholders to increase an avenue for US business interest in exporting internationally. • Designed an outreach program to over 600 women, minority-owned and small business owners nation-wide. • Developed partnerships with the Minority Business Development Agency increasing awareness by 30%. THE US DEPARTMENT OF STATE Director of Management Support Division, Aug 2002-Jun 2004 Secured budget requirements and stood-up the Office of Administration, the Office of Security and the Office of Facilities Management to provide executive administrative guidance and direction to the organization responsible for providing 300 U.S. diplomatic missions and over AMERICAN PVERSIGHT VA-17-0566-A-000129 Page 3 13,000 US facilities worldwide with safe, secure and functional facilities within the Overseas Buildings Operations . • Increased staffing level to 100% capacity . • Improved operational procedures by approximately 51%. THE EXECUTIVE OFFICE OF THE PRESIDENT Director of White House Management Mar 2001 ~Aug 2002 Provided leadership , management , designed budget, goals and requirements for the Executive Office of the President , Office of the First Lady, Offices of Policy Development and the White House Management Office . • Launched the Operations Office and provided strategic support for the WHO administrative budget of $200 million, POTUS expenditures and contractual requirements . • Accelerated the design and installation for the Electronic Records Management System for WHO Social Office ensuring 100% Guest accuracy . Created and delivered the WHO In-processing and Operating Procedures Manual for 400 appointed staff members . • Redefined protocols after 911 and anthrax attack on the WHO property. THE COMMITTEE ON ARRANGEMENTS Director of Administration and Human Resources Philadelphia , PA Aug 1999-Sep 2000 Secured the operational start-up, management and convention development for all 2000 Republican National Convention Administrative/Operations/Logistical and Human Resources requirements for the initial 13 staff members to include the final peak growth of 350 personnel for nine divisions and the executive staff. • Results regarded immediate and smoother convention start-up. • Cut convention drawdown time in half. 1996- GOVERNOR'S APPOINTMENTS, STATE OF NEW JERSEY 1999 THE NEW JERSEY DEPARTMENT OF EDUCATION Special Assistant to the Assistant Commissioner for the Division of Student Trenton , NJ Services Jan 1996-Aug 1999 THE NEW JERSEY BOARD OF PUBLIC UTILITIES Director of Administration and Human Resources Newark , NJ Jan 1994-Jan 1996 EDUCATION MA, PUBLIC ADMIN ISTRATION, Troy State University. USAF COMMISSION, NC A&T State University . BA SPECIAL EDUCATION , Bennett College. ORGANIZATIONS Executive Leadership lnstitute- 2012 Washington , DC, Leadership Greater Washington Class of 2009 Washington DC, Alpha Kappa Alpha Sorority, Inc. AWARDS AF Meritorious Service Medal, AF Commendation Medal (2), AF Achievement Medal. AMERICAN PVERSIGHT VA-17-0566-A-000130 2013-2014 - Primary Caregiver of Mother Salary: $ 00.00 2014-2015 - Family Service Foundation (Not For Profit) Salary: [Exemption 6] 2015 - 2016- Family Service Foundation 2016-2017 - Family Service Foundation Salary: [Exemption 6] Salary [Exemption 6] Last Federal Government Appointment was GS - 15 and SES Level 5 at Department of Commerce. Highest Salary: $129,000.00 AMERICAN pVERSIGHT VA-17-0566-A-000131 Thomas Jacob Leinenkugel Education Pepperdine University- Malibu, CA Bachelor of Science- Human Resource Management University of Wisconsin- Madison, WI Work History MillerCoors January 2015 - Present Ensure the new Leinenkugel leadership team is transitioned. Introduce team to key customers and contacts. Auend numerous sales and marketing conferences to solicit feedback. Primary Job: Retired Consultant • Consumer and Distributor relationships and business results. Interacted with top IO beer distributors for MillerCoors 10 ensure Jacob Leinenkugel Brewing Company business objectives and growth. Jacob Leinenkugel Brewing Company Leading and managing the Jacob Leinenkugel Brewing Company as a wholly owned subsidiary of Miller Brewing. Maintain an autonomous family run brewing entity while rapidly planning for expanded growth. Creating an innovative new beer production model while utilizing the assets of a fonnidable parent company. Primary Job: President and CEO • Was responsible for leading the transfonnation of a small regional brewery to one of national prominence. Brewery sales grew from 63,000 annual barrels to 950,000 barrels. Lead collaborative marketing and brewing teams that helped develop over 25 beer styles and expanded innovation through a new brew house, automatic keg/draft lines and new visitor center named the "Leinie Lodge" that has become one of the largest tourist draws in Wisconsin. Was a key presenter at all national MillerCoors sales conferences. Was a member of transitional board of directors for Miller & Coors merger in 2008. Managed and lead integration of Jacob Leinenkugel Brewing Company into a complex large brewing organization- MillerCoors. Primary Job: Vice President of Sales & Marketing • January 1985-June 1989 Revamped sales from one state to 5 states in upper Midwest. Developed 3 new beer styles. Added marketing element and team. Expanded production by 70%. Primary Job: District Sales Manager • June 1989- December 2014 September 1982-December 1984 Established new sales structure and marketing area. Developed relationships with all employees and customers. Grew business production by 20%. United States Marine Corps Training and leading Marines as a highly effective and functional infantry unit. Managing the lives and daily welfare ofa Marine unit. Ensuring the readiness and providing clear communication so Marines can readily deploy within forty-eight hours. Interacting and engaging with all command levels. Primary Job: Battalion Adjutant of3'd Battalion, 5•h Marines • Executive Officer of Midshipman Company. Executive Officer of India Company, 3rd Bn,5'h Marines. Platoon Commander India Company 3/5 I" Marine Division. Participated in West Pacific deployment tours including Operation Team Spirit South Korea. Cold weather mountain warfare school, Sierra Nevada mountain range. Jungle survival training Philippines. Desert warfare training Twenty Nine Palms. Primary Job: Assistant to the Staff Secretary and Commanding General I" Marine Division • 1976-1982 1977-1979 HQCO HQBN I" Marine Division Administrative assistant 10 Battalion Commander United States Marin, Corps Reserve October 1982 - May 1987 AM( H CAN pVERSIGHT VA-17-0566-A-000132 Primary Job: Platoon Commander October 1982- November 1983 Primary Job: Executive Officer December 1983 - December 1985 Primary Job: Company Commander January 1980-May 1987 • Trained & lead Marine reserviscs of Golf Company, 2nd Battalion, 24 1h Marines in all facets of United States Marine Corps warfare deployment tactics. Deployed to three combined arms e�crciscs. Twenty Nine Palms California. Cold Weather Exercise Camp McCoy Wisconsin. NATO exercise in Norway. Jacob Leinenkugel Brewing Company Primary Job. Summer Internship • 1970 - 1975 • Responsible for floor machine maintenance, keg room operator, grain room assistant, bottling line operator, assistant route driver and sales representative • Marshfield Clinic Health System Board 2013 - Present • Casper/Rutledge Charity Foundation. Chippewa Falls, Wisconsin 2011 - Present • St Joseph's Hospital Chippewa Falls, Wisconsin Board 1999- 2012 • Sacred Heart Hospital Eau Claire, Wisconsin Board 2006- 2012 • United States Marine Corps Association & Foundation Board 2006- 2014 • Marshfield Clinic Advisory Council Marshfield, Wisconsin 1989-lOIO • State of Wisconsin Labor Management Council 1994 - 2000 • Chippewa Valley Philanthropist of the Year 2007 • United States Marine Corps Reserve Good Conduce Medal 1989 • United States Marine Corps Navy Achievement Medal 1982 • United States Marine Corps National Defense Medal 1979 • United States Marine Corps Good Conduct Medal 1979 Professional Speaking, D)mamic Leadership, Creative Entrepreneurial Spirit. Analyzing Consumer Trends, Top Quality Service to all Customers, Dependable, Honest, with a Strong Moral Character, Take Charge and Accountability Activities • Mountain Hiking, Jogging, Golfing, Fishing. Traveling, Reading and an avid Rolling Stones fan AMER.CAN pVERSIGHT VA-17-0566-A-000133 PETER M. O'ROURKE EXPERIENCE ADVANCE PRESS LEAD, DONALD J. TRUMP FOR PRESIDEN T NATION-WIDE, SEPTEMBER - NOVEMBER 2016 PRINCIPAL, CALIBRE SYSTEMS ALEXANDRIA, VA - MAY 2015 · JULY 2016 CAMPAIGN MANAGER, FOR CLERK FAIRFAX COUNTY, VA - JULY· NOVEMBER 2015 SENIOR POLICY ADVISOR, U.S. HOUSE OF REPRESENTATIVES IOWA CONGRESSMAN ; WASHINGTON, DC - MAY· DECEMBER 2014 VICE PRESIDENT, MARKETING & BUSINESS DEVELOPMENT BLACKLAND AEROSPACE; DALLAS, TX - MARCH 2012 - JANUARY 2014 EXECUTIVE DIRECTOR, STRONG AMERICA NOW 501(c)(4) WASHINGTON, DC - NOVEMBER 2010 - APRIL 2012 PROGRAM MANAGER, GS-15, US. ARMY, OFFIC� OF ASSISTANT SECRETARY OF THE ARMY, ACQUISITION LOGISTICS AND TECHNOLOGY; WASHINGTON, DC - 2010 SENIOR MANAGER, BIG SKY ASSOCIATES; WASHINGTON, DC - 2010 DIRECTOR, MARKETING & BUSINESS DEVELOPMENT ACCENTURE FEDERAL SERVICES; WASHINGTON, DC - 2007- 2009 SENIOR CONSULTANT, GEORGE GROUP CONSULTING LP ARLINGTON. VA - 2005-2007 CAPTAIN (0-3), U.S. AIR FORCE, AIRMAN, U.S. NAVY MULTIPLE ASSIGNMENTS WORLDWIDE - 1990-2005 EDUCATION U.S. AIR FORCE INSTI TUTE OF TECHNOLOGY, DAYTON, OH M.S. LOGISTICS AND SUPPLY CHAIN MANAGEMENT UNIVERSITY OF TENNESSEE, KNOXVILLE, TN - B.>:1-. POLITICAL SCIENCE CERTIFIED LEAN SIX SIGMA MASTER BLACK BELT, GEORGE GROUP CONSULTING LP CERTIFIED BLACK BELT & GREEN BELT, GENERAL ELECTRIC AVIATION AMERICAN pVERSIGHT VA-17-0566-A-000134 RESUME OF DARIN S. SELNICK Over 31 years of business, government and community experience in the areas of project and business , and outreach. management. health care. training. performance improvement. consulting, strategic planning EXPERIENCE 2009-Present CONSULT NT Independent consultant who provides a variety of services to organizations in the areas of government, community relations, business development. management and performance improvement, education and training. and organization development. • Senior Veterans Affairs Advisor for Concerned Veterans for America. • Advisor to the GI Film Festival, a 501 c(3) non-profit educational organization dedicated to sharing the military and veteran experience. 2015- 2016 COMMISSION ON C RE Commissioner Appointed by as a Commissioner on the Commission on Care. The Commission was created by the Veterans Access, Choice, and Accountability Act of2014. Congress established the Commission on Care, charging it to examine veterans' access to Department of Veterans Affairs health care and to examine strategically how best to organize the Veterans Health Administration, locate health resources, and deliver health care to veterans during the next 20 years. Commission report was completed on June 30, 2016 and released and sent to President Obama. Commission ended on August 6, 2016. 2001 - 2009 DEPARTMENT OF VETERANS AFFAIRS, Washington DC 2004 - 2009 Director, Center for Faith Based and Community Initiatives Responsible for the management and operations of the VA Center for Faith-Based and Community Initiatives. Liaison to the White House Office of Faith-Based and Community Initiatives (WHOFBCI) • Implemented President Bush executive order creating YA Center for Faith-Based and Community Initiatives. Established the Center; developed business, strategic, outreach plans and materials. • Assisted the WHOFBCI in the development and implementation of new policies and initiatives. • Worked with all types of government and non-government organizations. This included federal, state and local government, non-profit organizations, foundations and corporations. • Developed legislation for new VA grant programs for nonprofits. Submitted to Congress with part of the legislation passed and signed into law. • Developed and Chair of YA Steering Committee to coordinate agency effons to incorporate faith­ based and community organizations in agency programs. • Identified and developed 12 innovative pilot and existing programs to increase lhe panicipation of faith-based and community organizations in YA effons to serve veterans'. • Developed and coordinated VA outreach efforts to more effectively disseminate information about the programs and activities of the agency to faith-based and community organizations. Associate Dean, VA Learning University and Special Assistant to the Secretary 2001 - 2004 • Responsible for the day-to-day program and operational oversight of VA Leaming University. • Managed key learning initia1ives spanning the entire Department for 219,000 employees. • Advised and represented the Secretary of Veterans Affairs and other key officials in contacts with members of Congress, officials of the White House, and representatives from other Government Agencies and the private sector. • Managed a budget of over $7,500,000 with program responsibility of the Depanment crosscuning training programs and e-Leaming infrastructure (learning management system, on-line programs. catalogue, live and on-demand video to the desktop). • Managed staff, budget, marketing. communications, vendors, purchasing and contrac1s. • Led the development of the Department Education and Training Plan and e-Learning Strategic Plan. AMERICAN pVERSIGHT VA-17-0566-A-000135 RESUME OF DARJN S. SELNICK • • Worked wilh the heads of major VA components to identify and solve department-wide education and training needs and develop strategies. Represented the VA to other Federal Departments, Agencies, colleges, universities and corporations on education and training issues. VA liaison with OPM and OMB with the e-training initiative. 1999 - 2001 LIN DORA MEDICAL CLINICS, Costa Mesa, CA Director of Training Responsible for all company training and development; to include all delivery, design, development and implementation. Major focus includes New Hire, Technical, Sales, Soft Skills, Computer and Supervisory. Member of the Executive Committee and the Strategic Planning Team. • Designed and established the companies training architecture and training department from scratch. • Key team member in the development and implementation of the Lindora 2001-2003 strategic plan. • Designed, developed, instructed and implemented the New Hire, Regional Manager Development, and Management Development training programs. These programs helped improve retention, patient satisfaction and gross revenue. • Created and implemented a Clinic Training Audit and Perforn1ance Improvement program which enabled the clinics and regions to identify and focus on critical performance improvement areas. • Retrained all clinic staff. This improved the performance of the clinics and resulted in the highest 2 nd quarter revenue in the company's history. 1997 - 1999 PACI Fl CARE HEALTH SYSTEMS, Costa Mesa, CA Manager, Corporate Training, Education and Development Responsible for the development, design and implementation of training programs and strategy company wide for over 9000 employees. Provides consultative advice to senior management on training and performance issues. Focal point for identifying resources and for vendor evaluation and management. 1993- 1997 FHP INTERNATIONAL, Costa Mesa, CA 1995-1997 Senior Consultant, Training and Organizational Development (OD) Responsible for business development and management of services to all contracted partners and other external clients. Provided consulting services to internal and external senior management to assess and solve business training and OD needs. Developed and delivered training and OD interventions to internal and external customers. Managed the Management Development Program. 1993-1995 Manager, Health Care Delivery Training/University Administration Responsible for the design, development and implementation of all Health Care Delivery training. Consulted with senior management and medical staff. Managed and responsible for all FlfP University administration and a staff of two. Supported the training activities for 12,000 employees company wide. U.S. AIR FORCE, Captain, Education and Training (1985 - 1992) Assistant Professor of Aerospace Studies, CSU, Long Beach, CA Manager, Curriculum Development and Policy Flight, Peterson AFB, CO Supervisor, Curriculum Courses, Sheppard AFB, TX 1992 · 1992 1988- 1992 1985- 1988 EDUCATION • • • MA in Political Science - Public Management, Midwestern State University BS in Health Science - Health Education, California State University, Northridge Certified by Development Dimensions International (DDI) as a Customer Service Master Trainer, Franklin Covey in Time Management. Variety of courses which include but are not limited to: Instructional Systems Design, Computer Based Instruction, Train the Trainer, Evaluation and Return on Investment, Test & Measurement and Customer Service & Negotiation. 2 AMERICAN pVERSIGHT VA-17-0566-A-000136 Brooks D. Tucker EXECUTIVE SUMMARY Leader and strategic problem solver, effective writer and speaker with consistent record of focused and results-driven perfonnance. Rich and varied experience derived from over two decades leading teams, managing projects, collaborating effectively, and providing sound and forward looking advice to senior military leaders, senior corporate managers, and a United States Senator. Possess exceptional interpersonal skills, sharp business mind, strong initiative, and keen ability to leverage talent within an enterprise. CORE COMPETENCIES Organizational Leadership & Collaboration· Team Development• Project Management Productivity & Performance Improvement• Policy Analysis• Operational Assessment • Congressional Affairs PROFESSIONAL EXPERIENCE January-October 2016 • • Vice President, Continental Consulting, Alexandria,VA. Salary: [Exemption 6] Assisted clients in developing an effective outreach and advocacy strategy to educate Members of Congress and their staffs on acquisition policy concerns affecting commercial research and development activities to meet existing or emerging military requirements. Analyzed and translated complexities of the legislative process for commercial suppliers and Fortune 500 clients and advocated for their capabilities within emerging or existing requirements and urgent military operational needs. June 2010-November 2015 Senior Policy Adviser, United States Senate, Washington DC Key Duties and Accomplishments • • • • • AMERICAN Advised the senator on defense and veterans' policy concerns and conveyed his positions to Members of Congress, Congressional Staff, and national and state level policy, political, and commercial interests and community leaders; responsible for maintaining close working relationships with national and state level Veterans Service Organization leadership. Conducted targeted analysis of relevant Executive Branch budgetary and policy activities and priorities affecting national and state level Department of Defense and Department of Veterans Affairs (VA) capacity and capabilities; advised the senator on policy nuances and trajectories. Focused on critical transition process for veterans from Wounded Warrior units to civilian life, the continuum of care for returning veterans at DY A medical facilities, especially for behavioral health issues, and more broadly on the identification of critical gaps in delivery of veterans' health care and benefits and local-regional VA capacity to meet growing demand for specialty care. Spearheaded bi-camera! and bi-partisan, staff level inquiry into the factors that caused Veterans Health Administration (VHA) and Veterans Benefit Administration (VBA) resistance to credible governmental scientific findings validating veterans' toxic exposures on Air Force C-123 aircraft and Marine Corps Base Camp Lejeune. Identified scope of procedural mismanagement and alleged misconduct within VHA and VBA that resulted in large numbers of Camp Lejeune veterans being denied VA medical care and health benefits; assisted Senate Veterans' Affairs Committee staff in extensive consultations with senior DVA officials on the development of a presumptive disability rule for Camp Lejeune veterans. PVERSIGHT VA-17-0566-A-000137 January-June 2010 Deputy Staff Director, Senate Veterans' Affairs Committee, Washington DC Primary adviser to the senior Republican senator on the Senate Veterans' Affairs Committee for all issues pertaining to media corrununication strategy and oversight and investigations of the Department of Veterans Affairs. Key Duties and Accomplishments • • • Oversaw a team conducting multiple investigations of mismanagement in the Department of Veterans Affairs, primarily focused on reports of unethical conduct by senior leaders. Responsible for allocation of committee resources to development of a media engagement strategy highlighting the need for institutional reforms in VHA and VBA. Staff lead and subject matter expert for the historic Camp Lejeune drinking water contamination; point person for a series of meetings with officials from Department of Navy, VBA and VHA to emphasize need for a coordinated effort to address the health concerns of Camp Lejeune veterans. October 2008-December 2009 Defense Legislative Fellow, United States Senate, Washington D.C. One of four Marine Corps Officers assigned to a prestigious fellowship program in the United States Senate for service as adjunct military advisers to key United States Senators. Key Duties and Accomplishments • • Provided in depth policy briefings and probative questions for the senator in conjunction with his participation at hearings of the full Senate Anned Services Committee and the Subcommittee on Readiness and Management Support; supported staff preparations for the senator at Senate Veterans' Affairs Committee hearings; . Staff designee responsible for defense policy and foreign relations advice to the senator during bi-partisan overseas delegations to Europe and North Africa. PRIOR EXPERIENCE 1998 - 2008 Client Adviser, Deutsche Bank, Baltimore MD. Personal financial adviser to unique, private client relationships; developed and executed sales and marketing strategy for business development, implemented investment strategies, and monitored progress and performance of more than $100 million in client portfolio assets to meet finn profitability goals. 1996-1998 Assistant Vice President, First Union National Bank, Baltimore, MD. Responsible for the training, education, and mentoring of a network of licensed financial professionals tasked with developing wealth advisory relationships with clients of a major national bank. 1995-1996 Marketing Manager, Department of Treasury, Washington DC Member of a team of private sector sales and marketing consultants formed for the express purpose of developing a national, strategic marketing plan for the United States Mint in conjunction with the 1996 Olympic Games. 1992-1995 Financial Consultant, Merrill Lynch. Washington DC Completed a rigorous, professional development and licensing syllabus and a one year apprenticeship within the firm's prestigious Financial Consultant training program at one of the most profitable brokerage offices in the United States. AMFfllCAN pVERSIGHT VA-17-0566-A-000138 1988-1998;2003-2013 Lieutenant Colonel (Retired), United States Marine Corps Reserve Extensive leadership and management experience, often in austere conditions and stressful operational situations, within Marine Corps ground combat units and command level headquarters; veteran of service in Saudi Arabia and Kuwait (OPERATION DESERT SHIELD/STORM), Iraq (OPERATION IRAQI FREEDOM) and Afghanistan (OPERATION ENDURING FREEDOM); recipient of Meritorious Service Medal, three Navy Commendation Medals (one with Combat Distinguishing Device) and Combat Action Ribbon; EDUCATION Georgetown University, Certificate in Legislative Studies Marine Corps Command and Staff College University of Maryland, Bachelor of Arts in English, Govenunent and Politics (minor) COMMUNITY SERVICE 2016-Present Member, Board of Directors, Sound-Off Serve as a pro-bono adviser to a 501 c3 that is seeking major commitments of capital to develop an app­ based, anonymous, competent and consistent mental health support network for military veterans through a unique IT infrastructure that will offer discrete access to certified mental health specialists. 2013-Present Team Leader/Mentor, Injured Marine Semper Fi Fund Volunteer as a team co-leader and mentor at "Semper Fi Odyssey tt , a non-profit program for wounded, ill, and injured Marines undergoing transition from military to civilian life; participate in week-long retreats where Marine veterans with business and life experience advise fellow veterans on how to develop a life plan and stay true to a moral compass. 2000-2010 Director, National Board, Marine Corps Scholarship Foundation Fom1er member of the national board of directors for a non-profit foundation that raises funds to help defray the cost of higher education for deserving children of current and former U.S. Marines with a particular focus on children of Marines and Navy Corpsmen who were wounded or injured in the line of duty. Chairman of the Investment Committee overseeing a multi-million dollar endowment. AMERICAN PVERSIGHT VA-17-0566-A-000139 J cl!;C J UJ L John Rychalski Acting Principal DepuW Assistant Secreta� of Defense for Health Affairs Mr. John Rychalski, M.S.M, is the acting Principal Deputy Assistant Secretary of Defense for Health Affairs. The Office of Health Affairs is responsible for providing a cost effective, quality health benefit to 9.6 million active duty uniformed Service Members, retirees, survivors and their families. The MHS has an approximate $50 billion annual budget and consists of a worldwide network of 59 military hospitals, 360 health clinics, private-sector health business partners, and the Uniformed Services University. Prior to his current role, Mr. Jon Rychalski served as the Deputy Assistant Secretary of Defense (DASO) for Health Budgets and Financial Policy where he was responsible for overall financial policy and programs within the Defense Health Program. In this capacity, he developed a financial portfolio that both supports and promotes the Military Health System's strategic imperatives and led IC/\N AM[R https://www.defense.gov/DesktopModules/ArticleCS/Print.aspx?Portalld= 1 &Moduleld=... pVERSIGHT I 2/26/2017 VA-17-0566-A-000140 i a 0 ., .i., V.l .i., the development of the budget for both the Direct Care to military hospitals and clinics and private sector programs . Prior to assuming responsibilities as the DASO, he held various positions within Health Affairs and the Defense Health Agency as a financial advisor, budget analyst and team lead for both financial programming and execution. In 1989, Mr. Rychalski entered federal service with a commission through Air Force Officer Training School. After three years as a line officer, he was commissioned in the Air Force Medical Service Corps (MSC). While an MSC Officer, Mr. Rychalski served in a variety of capacities including Patient Administration Officer, Medical Readiness Officer, TRICARE Flight Chief, and Resource Management Officer . He also participated in an Education with Industry assignment at Long Beach Memorial Medical Center in Long Beach, CA and completed a tour at the Air Force Surgeon General's office as a staff officer. He left active duty in 2001. In addition to federal service, Mr. Rychalski worked in the civilian health care consulting industry for nearly eight years. In this capacity, he served a diverse clientele ranging from Military Health System organizations to commercial health care clients to the Department of Health and Human Services. As a consultant, · he was responsible for successfully leading numerous projects that were financially, operationally, or strategically focused. Mr. Rychalski holds a Master of Science in Management degree from the State University of New York Institute of Technology; a Bachelor of Science in Accounting degree from National College; and a Bachelor of Arts in Business Administration from Carroll College . .gov/DesktopModules/ ArticleCS/Print.aspx?Portalld= 1&Moduleld=.. . 12/26/2017 VA-17-0566-A-000141 - --- CASIN SPERO \Vork Experience Digital Media and Content 1lfa11ager Concerned Veterans for America - Arlington, VA • • • • • • • • • • • • • • • • �anage digital media team at the headquarters location, as well as all social media users throughout J 6 states Set social media policy and create strategy for social media managers in accordance with shifting I organizational goals and legislative priorities Responsible for more than $300.000 in digital media ads purchased through Facebook Twitter and Google display Develop and manage multiple websites and microsites using Wordpress, HTML and CSS Manage The Overwatch Blog, working closely the policy and press departments to develop frequent and compliant posts on a regular basis Developed CVA's messaging on the Caring for Our Heroes in the 2 I st Century Act, a legislative proposal that would reform the Veterans Health Administration by creating more choice and putting the veteran in control of their care Worked with the policy team to activate CVA's grassroots nel\rnrk to support the VA Accountability Act, which would make it easier to deal with employees who were found to be involved in cases of mismanagement, delayed or insufficient medial care or backlogs Direct content and messaging for more than 30 social media accounts on Twitter and Facebook in 16 states Develop and execute the email marketing strategy increasing subscribers to 140.000 np from 76,000 using ExactTarget and Salesforcc Manage Phone2Action, activating our grassroots network to make over 20,000 congressional contacts Use Photoshop. Premier, iMovie, Tllustrator and JnDesign to create digital media content including videos, graphics. brochures and fliers Increased national Twitter following by more than 10% over the past 11 months Manage the digital request process by which more than 50 field employees can request support from the digital department such as email marketing support, event support or graphics for social media Manage digital fundraising using Revv and Stripe Work closely with the events and policy departments to execute more than 30 national events in l 2 states and more than 1,000 local events in the CVA operating area Manage roles, responsibilities and expectations for all digital specialists, associates. interns and assistants and conduct personnel reviews on a regular basis Social Media Manager Department of Defense - Office of the Inspector General • • • • • • November 2015 - Present January 2015 - December 2015 Managed all social media platfom1s and engagements for federal agency with 1,600 employees Developed social media strategy in coordination with Agency's strategic communications plan, Depa11ment of Defense objectives and interagency digital engagement working group Participated in interagency digital media council with representatives from across the federal government Briefed senior-leadership on social media metrics, trends and utilization Prepared social media best practice guidelines for Agency sub components and task forces Worked with senior-level officials to develop digital rollout plans to complement traditional communications *References ami!able upon request AMERICAN pVERSIGHT VA-17-0566-A-000142 Media Ana(vst Barbaricum - Washington, DC • • • • • Provided daily traditional and social media monitoring and analysis services to government clients including the US Army and the Department of Veterans Affairs Utilized tools such as Crimson Hexagon, Vocus, Critical Mention, Feedly, Lexis Nexis and Radian6 to collect and analyze trending topics, including military sexual assault suicide and mistreatment of Soldiers at various A1my medical treatment facilities Produced weekly, monthly and annual reports that analyze tone and reach of leadership commentary. and make strategic communication recommendations that identify vulnerabilities and guide messaging Responsible for ensuring junior analysts deliver complete and contractually compliant products and conduct periodic reviews of junior analysts Assisted the business development and operations teams by preparing sample products for new proposals Research Associate Tiffin University - Tiffin, Ohio • ' • Conducted quantitative and qualitative research for the Dean and staff in the department Communications Intern • • • • • • June 2013 - August 2013 Managed the organization ·s Twitter account including messaging and profile appearance and sent over 1,000 tweets increase the nw11ber of Twitter followers from 1.493 to 2,236 Assisted with press outreach through the use of social media. using tools like TweetDeck and Hootsuite Live tweeted Presidential speeches, Congressional hearings, press events and panels Tracked and analyzed the organization's messaging across traditional and digital media platforms . \ Managed. wrote and updated website content daily using Wordpress and HTML Compiled and analyzed security-related news items daily for distribution to senior staff Assisted with research projects, and drafted issue briefs, talking points and policy documents ) Battalion Media Readiness NCO United States Anny, Worldwide • • August 2013 - January 2014 Developed a communications outreach plain aimed at student veterans in order to increase veteran enrollment at the university. which included managing events and forums on and off campus National Security Jetwork - Washington, DC • February 2014- January 2015 August 2006 -August 2012 L Mamtaincd workmg knowledge of Anny and DoD pnonties, organiLal1ons and termmology Managed registrat10n. enrollment and mstruct10n for rec1ming cumculum deliver to up to l 00 Soldiers at a time Education Tiffin University Bachelor of Criminal Justice in Homeland Security Honors - Cum Laude Activities and Credentials • • • Iraq and Afghanistan Veterans of America Member Team Rubicon Member US Army Combat Veteran *References arnilable upon request AMERICAr\ pVERSIGHT VA-17-0566-A-000143 THAYER VERSCHOOR PROFESSIONAL PROFILE 25 years as skilled leader; Team player; Consensus builder; Self-starter; Campaign strategist & Tactician Special Experiences: • Grassroots Outreach • Strategic Planning • Coalitions Organizing • Conservative Voice and Leader • Media Relations • Event Organizing • Political Campaigns • Statewide Network • Fundraising • Government Relations • Social Media PROFESSIONAL EXPERIENCE Arizona Deputy State Director, January 2016 to November 2016 Donald J. Trump for President • Assisted State Director lead a successful Presidential Campaign • Assisted Sate Director lead a successful Presidential Preference Primary Campaign • Organized volunteers in primary/general elections for phone banks, rallies, literature drops & sign waves • Organized and recruited volunteers to go and assist Nevada in it's successful primary caucus • Distributed a record number of yard signs for the primary and general elections (over 60,000) • Organized and assisted the volunteers for the several successful Donald Trump Rallies held in Arizona, • Coordinated volunteers, local police and Capitol Police who provided security for Senator • Director of coalitions; Women for Trump , Veterans for Trump, Asians for Trump, Hispanics for Trump • Established/directed Campaign Chairmen in each Arizona County; organized Republican leaders, distributed campaign material organized volunteers & staffed offices in their respective counties. • Employed and directed Field Directors in Maricopa County and in Southern Arizona. President, Arizona Republican Assembly September 2014 to present • Led extremely successful growth in membership - from a group of ten individuals that I brought together to a current membership of nearly 400 dues paying members. • Expanded organization from a single chapter to ten currently chartered chapters across the Republican dominant crescent in Arizona, representing 90% of the Republican voters and Precinct Committeemen. • Provided expert testimony at the legislature on education, illegal immigration and other fundamental Republican Issues. .Provided leadership against several city and school board tax increases. Arizona Public Policy Issues Consultant June 2013 to March 2015 • Statewide grass roots Coordinator on electric de-regulation and net-metering issues; educate Precinct Committeemen, tea party, conservative clubs, groups and organizations on the problems for users. • Organized community leaders to adopt resolutions opposing electric de-regulation and presented them to the Arizona Corporation Commission. • Instrumental in AZ Corporation Commission changing the rule on electric de-regulation & net-metering. • Continue to develop relationships with community leaders and elected officials across the state to educate them about the de-regulation and net-metering issue. VERSIGHT VA-17-0566-A-000144 Chief of Staff Arizona Republican Party January 2011 to February 2013 • Directed day-to-day operations, Control annual budget of over one million dollars, • Establish organizational, grassroots structure through 16 counties and 30 legislative districts, • Oversaw successful mail/internet/phone and special event fundraising and Republican Presidential Debate of the 2012 Presidential Primary • Instituted procedures that increased Republican voter registration to majority status • Coordinated financial and human resources effectively that resulted in every statewide office held by a Republican for the first time in state history. Arizona State Senator January 2003 to January 2011 • Created and passed legislation to benefit the citizens of my district, as well as the entire state, focusing on addressing the illegal immigration problem, tax and spending issues; • Formed coalitions with senators with similar and different political views to pass conservative legislation; • Negotiated, debated and persuaded other senators to support or oppose particular legislation; • Met with constituents on specific legislation and community concerns. Legislative Highlights: • Senate President Pro-Tem; Elected Senate Majority Leader by my peers; • Chairman Senate Transportation Committee; Vice-Chairman Senate Health Committeeman • Created the STAN Account that set aside $300 million to accelerate highway construction projects. Print Broker Reflections in Ink April 2003 to December 2010 Coordinated marketing campaigns using direct mail, door hangers, flyers, postcards, signs, etc. in the political and commercial fields; • Prepared bids for prospective jobs; • Coordinated design and delivery of printed material; • Provided world class customer service in a one-stop shop format; • Coordinated winning campaigns for multiple statewide, legislative and local candidates. Owner/Operator Ez-Pac and Mail Franchise January 1996 to December 2002 • Acquired financing, prepared marketing strategy, established financial procedures, • Hired and trained personnel, kept records of sales, produced P&L reports, • Created operations manual including job duties, pay scale, benefit package, hours of operation, • Performed periodic financial and performance audits, • Worked directly with customers to meet their needs. EDUCATION • Antelope Union High School, Wellton, AZ • Mesa Community College, Mesa, AZ Student Body President • Arizona State University, Tempe, AZ BS in Political Science Graduate MILITARY • United States Army • Nuclear, Biological, Chemical Specialist; Performed decontamination duties; • Awarded Army Achievement Medal; Assistant to the Company Commander • Completed Jungle Warfare School in Panama; VERSIGHT Fort Bragg, North Carolina VA-17-0566-A-000145 Salary History [Exemption 6] JOHNULLYOT [Exemption 6] experjence SENIOR_COMMUNlGATIONS COUNSiLOR WASHINGTON,DC 2007 to present Provide spc.ciallzed, slrategk couns.el in 11).Cdia rcfations ·and iSsucs managell!ent to corporate leade�h_ip_. of sdecl grotip tif fiims' top ,glcibal Clients;_ specfalizihg. in C�O counsel and Congressional testim.ony preparation; • Testified bcf0r6 U:S: SCnate·on •improving government communic�tio.ns .for-a-terroriSt a:ttack.sc�nario '(:20"0�). Man·aging·.Pai'tnCr, Brighton strategy Group (20.15-present) * Major client Cngag_CmenLc; include DuPOnt, Republican Na.tionat.·co'nvention> Doriald J. Trump for Pre·sident ManagingDirector,ffjgh Lantern Group.(2013-2015) _ _ _ • MajOr client cngageffierifs-indtided DuPOnt; U.S. TraVel Association,_ Cmise-L'ines I'ntemationa'.l Association. Senior Vice President, Hill+Kno·w11on Strategies (2007-2013) • Major client·engageinerits_ included MedtrOnic,.Pfizer, DHL;·F·ord,.'Zimme:r, DelOitte·.and·U.S-. ·Marine Corps. 2003-2007 U,S. SENATE ARMED SEl.WiCES COMMITTEE WASHINGTON, DC AND OFF.IGE OF SEN. JOHN W. WARNER, VIRGINIA 1:Jire�tor, of Communications and Oeputy Chje{ of Staff �ervc�-as:_c-hiefspokesman > dire;:;c�ing ·t!,U media rc{ations, for s_ecori�Aargest commiHe� in the· U.S·._. S,::;11atc, and as s�nior pol'i:cy and medi£;·advisor-for,panel'� C�airrnan, five-tenn U.S. Sen�tor from. Virginia. • Pro\'.idc4·s_tratcgy _an� J?O.Ji�Y gui4anc�-0� key-dcfcmse· a11d s�c;urity, ji;��es, i"�c_ludjng in hearing� on l(aq. 2000-2003 AOL.EUROPE LONDON, PARIS, ll.AMBURG· V:ke President� co·rpoi"ate·Comni'unicatloiis Served·as-sp·oKesman·and managed rilcdia: rClaiiOns fotBuropean subsidiary Of Amcric·a·Online sCr1icC, Specializing jn jss_Ues maba'gernent-and m·edia ·strategy and 'trai·niog·ror cot'pbr.iite and country:cEOS. Ustd tliu:::rlc'y-in-Gctman and French to \1/6rk With .cxccutiveS and iepbrters in Gennarty; France and Bfusscls. WASmNGTQN, OC _ 1,999-;?000 INTEL C::ORPQRATION a�d-SANTA, CLARA, c;:4 \V,ashjngto�, l)CSpokesman Directed triedia relatiOns for Washing't(?n office of.worlci'.s leading m�nufacl_urer of.mforoprocc�so�, reporting t'o g�oba1 head of cornrnun'iCati'ons and pro'viding media tra'in"ing fo CEO and_ other kc_y cxecuUves .. SCl'Ycd as· ChicifW!lShington SpOkesman·and direct�� m.ed�� ;s.�tegy related'to companx's.polfcy.posiliOns. .. WASHINGTON, DC 1996-1999 U.S, SENATE VETERANS' AFFAIRS COMMITTEE AND OFFICE OF SEN._ARLEN SPECTER, PENNSYLVANIA Director OfGo�muni�atiOns and Deputy- Chief o(Staff S:erv.ed-_.;-�,s-.chicf $pok:esman,. dir�ttitlg all ·nlcdia.r:ciatipns, for U.�.- Sepa:te comn:iittee on·vetetan.s' issu'ci:; i and as.se9ionncdia_and poI[i:y 1,Idvisor fotpancl�s C�ainn;.:mt �our-i�r:rn-U.S .. S_cnat,or·froll?- ;I>e_nnsylya�fa. s·erved �s. sci;ond:.in.:charge.of.5:{--pcrson �enate o[nCc..sta"ff, _p.ro?.ldil).g counsel dn·national s.ecurity'i_sslies. 1995-1996 U.S. SENATE CAMPAIG!'I OF SEN. RUDY �OSCHWJTZ, R.MJNN. MINNEAPOLIS; M� Dirncfar .of Comriltiriic:itfoils l Served 'as ·spokesinan anc 1Uanagcd fficdia telaticins for campaign. of tw·o-tenn fomiet U�S. s·cnalor seekin•g. eieCtion ro·me United •St8tc�-Scnat� frOi11. M.innesOta. 1991,1995 UNITED STATES MARINE CORPS CAMP LEJEUNE, NC Intelligence Offic�r/Scout Sniper Platoon Commander Planncc_l and supcrvi?cd the colJCction-9ftaqtiq;1l int�Uigencq.fodhfantry mii_ts {ffom 4,.1 to 3�0_00 men) ih Variety of foreign operational-and p_lan'ning conlingcncfos. Set"Ve� as Liaisori Officer· t�_Fr�nch Foreign. i.�gio11; atjun.glc warfare trajn_ing center ._in Frc□c!J. Guiai:ia, ·educatfon. 1987.1991 HARVARD UNIVERSITY BacheJor of Arts degree in Gov.etnmeni�lntcmational Relations, June. 1991 .. personal • CAMBRIDGE,MA Speak G�rrn;n:i, F_rench ;md �us__siai,_.. Enjoy skeet/sporting c1ays Shooting, squash and golf. AMF-HICAN PVERSIGHT VA-17-0566-A-000147 Department of Veterans Affairs Senior Executive Biography John Ullyot Assistant Secretary for Public and Intergovernmental Affairs Mr. John Ullyot is the Assistant Secretary of Veterans Affairs for Public and Intergovernmental Affairs. Mr. Ullyot oversees public affairs, intergovernmental affairs, media relations, digital media, public outreach and engagement, including for homeless Veterans and tribal relations. He plays a critical role in guiding VA’s public and internal communications strategies and engagements. Mr. Ullyot has over two decades’ experience in strategic counsel, media relations and issues management in the public and private sectors. He has led strategic engagements with some of the world’s most respected companies and CEOs on many high-profile issues, including major product recalls, earnings, mergers, litigation, regulatory scrutiny, and Congressional testimony. Mr. Ullyot served for seven years on the staff of the United States Senate as a senior policy advisor for two veteran U.S. Senators and as communications director for two Senate Committees, Veterans' Affairs and Armed Services. In the private sector, he was vice president of corporate communications for AOL Europe, Washington spokesman for Intel, and a longtime senior communications counselor at several top public relations firms including Hill+Knowlton Strategies and Brighton Strategy Group. Mr. Ullyot received his Bachelor of Arts in Government-International Relations from Harvard University, and served as an Intelligence Officer and Scout Sniper Platoon Commander in the United States Marine Corps. VERSIGHT VA-17-0566-A-000148 Aaron K. Bailey [Exemption 6] Professional Experience Montgomery County Maryland Police Department Police Officer III [09/1995-Current] Notable Positions Held Special Operations Division- Special Event Response Team (09/14-current) ■ Respond to all disasters- man made (WMD) or natural to assist with maintaining law and order and to facilitate deploying life saving assets into that arena. ■ Deploy to areas of civil unrest to protect the Constitutional rights of peaceful protesters and engage/contain violent rioters ■ Assist with dignitary protection to include working with other agencies on route selection, traffic control and smooth bounding of intersections. ■ Primary operator in deployment of less lethal weapons to include smoke grenades, tear gas grenades, stun grenades, large scope pepper spray, pepper ball and direct impact grenades. ■ Instructor on civil disturbance control and all chemical munitions Special Operations Division- Emergency Response Team- Hostage Negotiations Unit (04/2002-current) ■ Primary Hostage Negotiator/Instructor ■ Respond to all hostage/barricade situations and attempt to resolve in a peaceable manner ■ Make contact with primary aggressor, establish rapport and begin the process of de-escalation in order to obtain a peaceable surrender. ■ Gather intelligence on the primary aggressor to include: current situation, medication issues, military service, building layout, previous situations, criminal record, relatives to possibly use as Third Party Intermediaries (TPI) and provide this information to command staff ■ Instruct new negotiators on gathering Intel and de-escalation techniques. Special Investigations Division- Firearms Investigations Unit- Detective (2002-2014) ■ Developed unprecedented methodology for investigating crime guns associated with prohibited persons by working with civilian gun interest groups, retaking criminal investigative programs to search out those criminals that illegally possessed firearms and working with unconventional intelligence sources to root out crime guns and the criminals that used them. ■ Author, get issued and execute low to high risk search and arrest warrants, advise defendants of rights, obtain statements, flip defendants into confidential informants and process defendants. ■ Utilize known sources of information, search public records and documents using computer systems i.e. METERS, LINX, NCIC and CJIS; ■ Train new detectives and other bureaus along with other agencies of techniques and methodologies. AM( H CAN pVERSIGHT VA-17-0566-A-000149 Page2 ■ Maintain a case file of all aspect of an investigation, prepare police reports, assist State's Attorney in preparation of a trial, testify as needed to include Expert Witness testimony, ■ Coordinate investigations with other local, State, and Federal agencies, and assist with stakeouts and surveillance. 2 nd District Senior Field Training Officer (02/14- current) ■ Responsible for transitioning newly graduated police Officer candidate into successful solo probationary Officers. ■ Guide probationary Officers through the final transition from civilian to Law Enforcement Officer regarding their driving, map reading, observation skills, handling calls for service, arrest and control procedures, de escalation techniques, knowledge of laws and directives and counseling them on surviving a career as an LEO. ■ Test via oral and written exam on all aspects of departmental directives, Traffic Article, FOP Contract, crime trends, tactical considerations No Warrior Left Behind Vice President of Operation s (Volunteer) [07/2015-Current] ■ In charge of strategy for NWLB and oversee managers carrying out that initiative, measure the results of that strategy and report to the company president. ■ NWLB is committed to direct outreach, 1st Responder education on issues such as Traumatic Brain Injury, Post Traumatic Stress Disorder, and suicide. National District Attorney's Association Project Safe Neighborhoods Instructor/Advisor [02 /2004-06/2007] ■ Develop training curricula for prosecutors based on successful crime gun enforcement methods and practices. ■ Instruct prosecutors from around the US in unprecedented strategies for investigating crime guns and prohibited persons along with successful prosecution. ■ Head up break out sessions on case-by-case basis for handling illegal possession/usage of crime guns by prohibited persons. Education University of Colorado, Boulder American School of Professional Psychology B.A. Psychology M.A. Counseling Professional Achievements: 2016 Life Savor Award 201S Civil Disturbance Award- Baltimore 2002 DC Sniper Detail 1997 Chiefs Award 1997 Montgomery County Chamber of Commerce Award for unusual judgment, zeal and ingenuity not normally involved in the performance of duties. Unit Citations: 2003, 2004, and 2007 AMERICAN PVERSIGHT VA-17-0566-A-000150 Page3 Certifications: Instructor Certifications: Maryland Police Training Commission General Instructor Maryland Police Training Commission Firearms Instructor National District Attorney's Association Faculty National Highway Traffic Safety Administration Instructor Crisis Intervention Team Instructor Krav Maga- Defensive Tactics Instructor Trainings: 07/16 Chemical Munitions Instructor Course 09/16 Civil Disturbance Instructor Course 11/16 Level 100 CDU training 01/14 Field Training Officer Course 10/09 FBI Foreign Weapons Advisor School 05/08 National Counterdrug Training Center -TOPGUN Undercover Course 04/07 Abraxas Intelligence and Counterintelligence Analyst 09/06 US Secret Service School Vulnerability Assessment 05/05 Drug Investigations Course- MCPD 11/04 Reid Technique- Advanced Interrogation School 11/04 Reid Technique- Basic Interrogation School 08/03 Special Assignment Team Surveillance School 04/02 Hostage Negotiation School 02/02 Enhanced Maryland Police Training Commission Certification 10/01 Maryland Police Training Commission Firearms Instructor 06/01 Peer Support Training Certifications 12/00 Crisis Intervention Certification 05/99 Special Weapons and Tactics Course 07/98 Basic Police Sniper School AMERICAN PVERSIGHT VA-17-0566-A-000151 Larry B. Connell 1~[!] --~~ ~ Executive Leadership o Healthcare Administration o Cyber Operations [Exemption 6] - .tli., .1 o ., ?-? [!]~ ... .:~... ~ CAREER OVERVIEW: Top performing military healthcare executive with a rich career promoting high-quality medical resources and programs that balance beneficiary needs with business goals. Versatile, world-wide leadership experience covering Aeromedical Evacuation/Rescue, appointed Inspector General, Strategic Medical Planning, culminating as the Chief of Staff of a major military medical system and more recently as a Senior Advisor to the US Secretary for Veterans Affairs (SECVA) and Director of one of the VA's most complex and highly visible medical centers in Washington, D.C. RESOURCE MANAGEMENT: Highest Personnel Delegation: 5,500 Highest Operating Budget: $635M Highest Financial Delegation: $1M+ Largest Project Management Budget: $34M Motivated Audiences of up to: 500 Highest Assets Managed: $286M PROFESSIONAL EXPERIENCE: Senior Advisor, Transition Team/ Acting Director, Medical Center (VAMC), Washington, D.C. 01/2017 to present o Co-author of the Agency Action Plan developing a road map laying out strategic change for the VA to better serve Veterans o Selected by the VA to fix the troubled Washington D.C. Medical Center: https://goo.gl/p53kk9 o As Director of the VAMC, in only four weeks I stood up a brand new logistics system, stabilized sterile processing, overhauled the facility organization charts, requisitioned over 150 critical vacancies, and put controls on a $600M budget that remained solvent and on target year end FY 17. o Implemented a comprehensive review of the backlog of prosthetics reducing over 9000 consults over 30 days to zero. o Developed and implemented patient satisfaction processes and programs which increased patient satisfaction scores by 20%. 08/2012 to 11/2014 Chief Operating Officer (COO) Pacific Regional Medical Command, Tripler, Honolulu, Hawaii Accomplishments: o Managed a military medical system comprised of a 235 bed medical center, two community hospitals, fifteen clinics, and 5,500 employees servicing over 300,000 beneficiaries throughout the Asia Pacific region. o Direct oversight and prioritization of a $635M annual budget that remained solvent and on target during severe budget restrictions under government sequestration in fiscal years 2013 and 2014. Direct oversight and prioritization of multi- million dollar facility renovation projects, equipment purchases and nearly $20M in monthly civilian payroll. o As a certified Lean Six Sigma Black Belt I streamlined my organization's business practices to be ranked in the top five across the Army Medical Department for exceptional business operations. o Accountable for three Joint Commission Inspections resulting in all medical facilities passing with commendable ratings which is an unprecedented accomplishment for a military medical center of this size. o Represented the CEO of the Honolulu Multi-Service Market Office that served an eligible beneficiary population of 159,009 enrollees, 128,690 beneficiaries (111,445 MTF enrollees, 2,968 Managed Care Support Contractor enrollees, and 14,277 operational reliant forces); which historically generates an annual purchased care bill of $87M. o Forged strategic partnership with the Veterans Administration Pacific Islands Health Care System. Directed a comprehensive and complex program review of the Hawaii Integrated Disability Evaluation System (IDES) and developed new policy and process that streamlined and reduced processing times by over 30% resulting in a 99% Soldier satisfaction rate. o Provided $22M in services to our Veterans Administration partner which included ancillary support, health education & training, space, supplies & other logistical/facility support in order to properly care for our Veterans. Direct oversight of $22.7M in Joint Incentive Funded projects between the Veterans Administration and the Department of Defense. o Requested by US Senator Hirono to provide testimony concerning Veteran's primary care challenges at field hearing of U.S. Senate Veterans' Affairs Committee. https://900.91/gWFiuK Chief Executive Officer (CEO), Stuttgart Army Health Clinic, Stuttgart, Germany 07/2010 to 07/2012 Accomplishments: o Commander of the largest and busiest full service health clinic in Europe Regional Medical Command. Accountable for a staff of 150 personnel, delivery of health care services to over 22,000 beneficiaries, and an annual budget in excess of $6M. o Ranked# 1 of 13 clinics in the Army in Europe for exceptional business operations, patient satisfaction and enrollment. o Implemented a Patient Centered Medical Home concept resulting in 100% access to care and 95% patient satisfaction rates and awarded $250K in Performance Based Adjustments for exceeding business targets. o Reduced patient no-show rates dramatically from 12% to 6% in less than eight-months. Led the clinic to achieve the Continued over..... Department of Defense "Gold Standard" for the Nuclear Surety Medical Progr am. AM~RICA\J PVERSIGHT MULTI-VA-17-0566-E-000005 Larry B. Connell Page 2 of 2 Command Inspector General, Army Medical Department Center & School 07/2007 to 06/2010 Fort Sam Houston, San Antonio, Texas Accomplishments : o Nominated and personally selected by the Commanding General to be his Command Inspector General. o Serviced a population of over 160,000 personnel for the Army Medical Department Center and School and Fort Sam Houston Garrison. Developed, planned and executed the inaugural 'Inspector General Summit' encompassin g twelve Inspector Generals' in the Fort Sam Houston area resulting in a responsive system focused on eliminating redundancy and improving quality of service. o Implemented a proactive training methodology resulting in a 40% decrease in formal complaints at Fort Sam Houston. Chief Executive Officer (CEO), 43 rd Area Support Medical Battalion 06/2006 to 06/2007 Chief Operat ing Office r (COO ), 62nd Medical Brigade, Joint Base Lewis-McChord, Fort Lewis, Washington Accomplishments : o Managed the operational readiness and training of over 1,000 personnel, effectively managed $140M worth of assigned resources and equipment and balanced an annual operating budget of $3M. o Accountable for the deployment of the Brigade sized unit (1,000 personnel) to support combat operations during Operation Iraqi Freedom. Responsible for the training of Medical personnel whose superior performance resulted in a 90.5% survival rate of wounded Soldiers in combat. o Led, motivated, and prepared the logistics team to achieve a rating of #1 in the Supply Accountability Program across the whole of 1st Corps, Fort Lewis. Achieved the #1 vehicle safety inspection program in all of Fort Lewis, ranked #3 Army-wide. Deputy Surgeon , Senior Medical Operations Officer, United States Army Pacific, Honolulu, Hawaii 06/2002 to 06/2006 Accomplishments : o Medical strategic and operational advisor to the U.S. Army Pacific Surgeon. Performed as the Executive Agent for conducting a World Class event- the Annual Asia Pacific Military Medicine Conference- a strategic international event that included over 22 nations and over 490 delegates from throughout the Pacific region. o Executed world class international medical conferences, with a high level of excellence, in Vietnam , India, Thailand and Australia which resulted in increased cooperation between the United States Military and Pacific Nation allies. o Served as the Senior Military Medical Operations Officer during the Indian Ocean Tsunami relief operations in 2004 . Developed the interagency medical support plan that included 12,600 personnel, 21 ships, 14 cargo planes and more than 90 helicopters providing emergency relief support to Indonesia, Thailand and Sri Lanka. EDUCATION : 1996 1985 Master of Science International Relations- Troy State University, Alabama Bachelor of Science Degree in Communications-University of Rhode Island PROFESSIONAL AWARDS , DEVELOPMENT & ASSO CIATIONS: 2016 2015 2015 2014 2011 2010 201O 2007 2004 1986 Syracuse University - Project Management American College of Health Care Executives Joint Cyberspace Operations Planner Course Arbinger Training (Arbinger Institute) Health Care Excellence, Disney Institute Lean Six Sigma - Certified Black Belt Medical Strategic Leadership Program United States Army Inspector General Course Fellow, Asia Pacific Center for Security Studies United States Army Flight School UNIQUE ACHIEVEMENTS: CEO of an Aeromedical Evacuation/Rescue helicopter unit, known as "DUSTOFF" with teams based in Kuwait as part of Operation Desert Thunder and Operation Desert Fox-c onsisting of 150 personnel, 15 Black Hawk Helicopters and 23 ground vehicles, valued at more than $100M. The unit accomplished over 6,000 accident-free flight hours while safely performing over 275 real-world, life-saving missions. PERSONAL INTERES TS: Community: Volunteer: Member of the Waikiki Neighborhood Board for three years. Middletown, RI Tax Exploratory Committee W ounded WarriorN eteran events. Waikiki Community Center. AARP Volunteer pVERSIGHT MULTI-VA-17-0566-E-000006 Michael A. Lukach [Exemption 6] EDUCATION The College of William and Mary, Williamsburg, VA- BA, Government and History Graduate of the RNC's Campaign Management College EXPERIENCE Presidential Inaugural Committee, Public Liaison to the US House, Washington, DC December 2016- Present • Communicate with Members and Members-Elect of Congress to keep the US House abreast of all inaugural activities. August-November 2016 Donald J. Trump for President, Inc, State Director, MN/CO • Managed Colorado staff of ten starting in mid-September. • Cut the Trump-Pence polling deficit from trailing by double-digits to single digits on election day. • Coordinated field efforts with Victory and the Colorado GOP. • Served as state staff point of contact on multiple public events with Mr. Trump and Gov. Pence. May-June 2016 Stewart Mills for Congress, Campaign Manager, Brainerd, MN • Managed a campaign staff of 4 in what became the most expensive house race in the country. Friends of Kip Tom, Campaign Manager, Fort Wayne IN October 2015-May 2016 • Guided first time candidate in a 6 way GOP primary to a narrow loss despite heavy outside spending against us. • Managed one million dollar budget and coordinated the campaign's mail, television, and polling efforts, while also serving as press spokesman. April-September 2015 Our American Revival/Scott Walker for President, SC Political Director, Columbia, SC • Recruited volunteers and campaign leadership to support Governor Walker's vision and campaign. • Managed all aspects of Governor Walker's events in South Carolina. February-November 2014 Stewart Mills for Congress, Campaign Manager, Brainerd, MN • Managed campaign staff of four in one of the top five most expensive races in the country. • Oversaw the staff of a Victory campaign which made more than 500,000 calls independent of the state party. • Guided campaign to finish 10 points ahead of the top of the ticket candidate. August 2013-February 2014 Ron Walters for Congress, Campaign Manager, Charleston, WV • Managed the campaign in a 7 way Republican primary. • Acted as press spokesman and conducted extensive opposition research on primary opponents. Judy Biggert for Congress, Campaign Manager, Naperville, IL February-November 2012 • Managed five staffers and coordinated with the Congresswoman's official staff. • Oversaw a budget of nearly $3 million in a newly drawn, 0+8 district, for one of the most expensive house contests in the country. • Coordinated a full team of consultants including media, mail, polling, and phone venders. AMERICAN PVERSIGHT VA-17-0566-A-000154 Bryan Rhode for State Senate, Campaign Manager, Crozier, VA May-August 2011 • Organized a door to door effort which knocked on 9,000 doors in a S way primary in a rural district. • Served as spokesman with multiple newspapers and television stations. January-June 2010 Justin Bernier for Congress, Campaign Manager, Plainville, CT • Oversaw convention delegate selection process across 41 Republican Town Committees which resulted in candidate securing primary ballot access. • Acted as press spokesman with reporters for the district's five daily newspapers. • Worked with vendors to coordinate mail, polling and fundraising efforts for the May convention. Scott Garrett for Delegate, Campaign Manager, Lynchburg, VA March-November 2009 • Managed successful primary and general election campaign which defeated an incumbent holding a 25 point lead 3 weeks before Election Day. • Coordinated with consultants to plan mail, media, polling, and general campaign strategy. Republican Party of Delaware, State House GOP Campaign Director, Wilmington, DE October-November 2008 • Coordinated polling schedules and worked with mail firms to send 100 mail pieces for a dozen targeted state house districts. • Oversaw a total budget of more than $300,000 including significant funding from the Republican State Leadership Committee. Delaware House Republican Caucus, Policy Aide, Wilmington, DE • Conducted research on legislative matters as needed by members. June-September 2008 February-April 2008 Tim Fox for Attorney General, Campaign Manager, Helena, MT • Handled all scheduling requests and served as point of contact for all media inquiries. • Planned and managed a statewide kickoff tour which garnered media coverage in all major media markets. January-November 2007 Hank Giffin for Delegate, Campaign Manager, Norfolk, VA • Implemented a grassroots strategy which knocked on 15,000 doors and identified 3,000 supporters. • Closed deficit by more than 20 points from benchmark poll until Election Day. June-November 2006 Matthew Hill for State House, Campaign Manager, Johnson City, TN • Managed a campaign which knocked 10,000 doors and identified over 2,000 supporters to help re­ elect the most endangered incumbent in the state. AMERICAN PVERSIGHT VA-17-0566-A-000155 Page 1 of9 ,Jon Rychalski [Exemption 6] Country of United States Citizenship: Veterans' Preference: Registered for Selective Service. Service: Highest Grade: 15 Availability: Job Type: Permanent Work Schedule: Full-Time Desired locations: US-DC Office of the Assistant Secretary of Defense Work 06/2014 - Present Experience: for Health Affairs Hours per week: 50 7700 Arlington Bvd Series: 0560 Pay Plan: GS Grade: 15 Falls Church, VA 22042 US Director, Financial Plans and Policy (This is a federal job) Supervisor: [ E x e m p t i o n 6 ] Okay to contact this Supervisor: Yes As Director, Financial Plans and Policy I provide oversight of all aspects of financial management for the $50+ billion annual DoD Unified Medical Budget. Serve as a senior career financial and business advisor to the Assistant Secretary of Defense for Health Affairs (ASD, HA) on health care financing policy. strategy for all DoD health resource programs, monitoring of performance reviews in accordance with the Government Performance and Results Act and evaluating health program activities throughout the Military Health System (MHS). - Lead the development of strategic financial objectives for the Military Health System (MHS) and provide expert advice to top agency officials and others on all phases of the strategic planning and budgetary process, including formulation. preparation, and execution of budgetary plans that impact the Military Health System. - Monitors the activities of all entities throughout Health Affairs in order to increase the effectiveness of management control program efforts. - Develop, recommend, and implement budgetary and financial policies and procedures. Serve as a subject matter expert (SME) to senior managers in Defense Health Program AMERICAN https://usastaffing.opm.gov/USAStaffing/Stafling/Applicants/Displaylmage.aspx?ID=230... PVERSIGHT 3/1 7/2015 VA-17-0566-A-000156 Page 2 of9 Appropriation funded organizations on health financing policies, procedures, programs, and opemtions. - Represents the ASD (HA)on a wide range of public and private sector committees, panels, and working groups involved in developing financial policies and programs for the MHS, with special emphasis on the health care financing and resource allocation aspects of those plans and policies. - Serves.as the primary coordinator for development, review and issuance of Program Objective Memorandum (POM) instructions ensuring their adequacy and relevance to ASD (HA) programs. - Reviews Service Medical Component POM submissions for adequacy and provides expert guidance on aligning strategic and financial requirements in the POM submission. • Acts as the Health Affairs point of contact for the Office of Management and Budget, Congressional Research Service, House and Senate Authorization and Appropriation committee staffers, and other external organizations on financial matters within the Military Health System. Office of the Assistant Secretary of Defense 10/2013 - 05/2014 for Health Affairs Hours per week: 50 7700 Arlington Bvd Series: 0560 Pay Plan: GS Grade: 15 Falls Church, VA 22042 US Acting Deputy Assistant Secretary of Defense for Health Budgets and Financial Policy (This is a federal job) Supervisor: [Exemption 6] Okay to contact this Supervisor: Yes Appointed as the Acting Deputy Assistant Secretary of Defense for Health Budgets and Financial Policy for the maximum amount ohime allowable under governing regulations. In this capacity, served as principal staff advisor and executive agent to the Assistant Secretary of Defense (Health Affairs) (ASD (HA)) for oversight of health financing policy, strategy for all DoD health resourced programs, the monitoring of perfo1mance reviews in accordance with the Government Performance and Results Act, and for the evaluation of health program activities throughout the Military Health System (MHS). Maintained overall responsibility for planning, programming, budgeting and executing over $50 billion annually. - Authored or reviewed all action, decision, and information memoranda and all other correspondence which states or impacts official Health Affairs resource management policy. - Monitored the activities of entities throughout Health Affairs in order to increase the effectiveness of management internal control program efforts. - Represented the ASD (HA) on a wide range of executive level DoD committees and served as the Health Affairs representative at numerous intergovernmental executive level meetings. - Served as the ASD (HA) coordinator for development, review and issuance of Program Objective Memorandum (POM) instructions, ensuring their adequacy and relevance to ASD (HA) programs. - Reviewed Defense Health Agency (DHA) developed POM and Service POMs during the established Office of the Secretary of Defense program review process for compliance with Defense Planning Guidance and Medical Planning Guidance. - Coordinated the preparation of departmental responses on issues related to health AN AMf-HIC https://usastaffing.opm.gov/USAStaffing/Staffing/Applicants/Displaylmage.aspx?ID:::230... PVERSIGHT 3/ l 7/2015 VA-17-0566-A-000157 Page 3 of9 financing policy and programs and other related initiatives. - Provided input to the MHS Advisory Committee and MHS Executive Committee throughout the ASD (HA). Office of the Assistant Secretary of Defense 08/2012 - 10/2013 for Health Affairs Hours per week: 50 7700 Arlington Bvd Series: 0560 Pay Plan: GS Grade: 15 Falls Church, VA 22042 US Director, Financial Plans and Policy (This is a federal job) Supervisor: [Exemption 6] Okay to contact this Supervisor: Yes Leads the development of strategic financial objectives for the Military Health System (MHS) and provides expert advice to top agency officials and others on all phases of the strategic planning and budgetary process, including formulation, preparation, and execution of budgetary plans that impact the MHS. Develops, recommends, and implements budgetary and financial policies and procedures. Serves as a subject matter expert (SME) to senior managers in Defense Health Program funded organizations on policies. procedures, programs, and operations. Chairs and serves on public and private sector committees. panels, and working groups involved in developing financial policies and programs for the MHS, with special emphasis on the health care financing and resource allocation aspects of those plans and policies. - Assumed a leadership role as the Health Affairs advisor on the Common Cost Accounting project, a multi-disciplinary effort designed to achieve a standardized cost accounting process that will result in better data quality and comparability. His work on this project directly resulted in the development of a comprehensive implementation plan endorsed by OSD Comptroller and ASD, Health Affairs. - Led the Defense Health Program's (DHP) planning and execution for Budget Sequestration resulting from the Budget Control Act of 2011. He worked with the Service Medical Components, OSD Comptroller and the Office of Management and Budget to successfully reduce the DHP budget by over $3 billion dollars in the year of execution with minimal disruption to the provision of health care. - Provided subject matter expertise for the development of the 2014 Program Review and championed the alignment ofMHS funds with strategic objectives. This process ensures transparency and financial visibility of all MHS funds. It also directly engages the senior leaders in the financial decision making process that requires them to align their programs with the MHS strategic objectives. � Assumed responsibility for the Management Internal Control Program Annual Statement of Assurance and in that capacity worked with numerous assessable units to effectively convey the fruits of their internal control program efforts over the last year. The Statement of Assurance v.-ns submitted complete and on-time with no additional re-work needed. IJ N https://usastatling.opm.gov/USAStaffing/Staffing/Applicants/Display Image.aspx?ID=23 0... I ' PVERSIGHT 311712015 VA-17-0566-A-000158 Page 4 of 9 PricewaterhouseCoopers, LLP 09/2009 - 08/2012 1700 Tysons Bvd Hours per week: 50 Alexandria, VA 22301 US Director Supervisor: [Exemption 6] Okay to contact this Supervisor: Yes Senior member of a "big three" audit, assurance, tax and advisory firm responsible for leading high performance teams to address complex problems faced by Federal clients, including executives in the Department of Health and Human Services, the National Institutes of Health, the Department of State, the Department of Defense, the Nuclear Regulatory Commission, and the Department of Veterans Affairs. Leveraged best practices, sound management principles, industry trends and innovation to improve financial and business operations. - Built custom solutions to address particularly unique and complex problems. In the course of this work, I interacted with and make presentations to senior department officials as well as Otlice of Management and Budget examiners and members of Congressional committees and sub-committees. - Improved agency performance and compliance with requirements; streamlined operations; and developed overall agency policies on financial risk management. - Completed requirements associated with implementing internal controls over financial reporting to include Office of Management and Budget (0MB) circular A-123 and associated controls testing. - Developed guidance for special appropriation fund management and overall federal budget preparation, execution and review to include implementing the provisions in 0MB circular A-11 - Led strategic plan development, implemented and conducted organizational assessments; and perfonning human capital management and workforce planning to include developing succession plans. - Responsible for assisting with the day-to-day management of a growing consulting practice with over $12 million in revenue and approximately 30 staff members. 10/2007 - 09/2009 Department of Defense (Health Affairs) TRICARE Management Hours per week: 40 5100 Leesburg Pike Series: 0560 Pay Plan: GS Grade: 15 Baileys Crossroads, VA 22041 US Supervisory Budget Analyst (This is a federal job) Supervisor: [Exemption 6] Okay to contact this Supervisor: Yes This position was located in the Program, Budget and Execution (PB&E) Division of the Office of the Chief Financial Officer Directorate of the TRICARE Management Activity (TMA), a field activity of the Office of the Assistant Secretary of Defense for Health Affairs. In this position I was responsible for overseeing the Defense Health Program (DHP) appropriation in the year of execution as well as prior year DHP appropriations, distributing funds, and providing fiduciary oversight. Furthermore, I assisted in the development of the projected budget, the Program Objective Memorandum/Budget Estimate Submission. In the course of performing these tasks, I worked with a varied staff to develop and propose financial policies, procedures, and guidance for special initiatives, programs and projects. Representative examples of these include Traumatic Brain Injury/Post Traumatic Stress Disorder� Centers of Excellence for a variety of combat- N AMLRICA https://usastaffing.opm.gov/USAStatling/Statling/Applicants/Displaylmage.aspx?JD=230... PVERSIGHT 3/17/2015 VA-17-0566-A-000159 Page 5 of9 related conditions; and influenza-related projects. As a senior member of the programming a budgeting team. I advised on the financial and budgetary aspects of health care issues within the Department and devised initiatives, policies and procedures to implement efficient and effective operations. An example of this includes working with Cost Assessment and Program Evaluation to study the manpower requirements determination process and recommend strategies for reducing the Department's overall personnel costs. I further assisted in establishing and maintaining budgetary policies that guide the financial operations of military treatment facilities (MTFs) of the three Military Departments, TRICARE Management Activity. and the Uniformed Services University of Health Sciences. In this role, I was a participant on the Resource Management Steering Committee. I routinely analyzed proposed and enacted legislation and recommended appropriate actions based on its impact on policies, programs and resources for the MHS. An example of this was tracking, synthesizing, and explaining complex legislation surrounding military to civilian conversions in the DHP. Ultimately, I was charged with ensuring adherence to DoD policies and national security objectives from a financial and programmatic perspective. In the course of my tenure, I chaired or served on committees, panels and working groups involved in developing policies for the MHS relating to health care financial and resource allocation and /or special programs. For example, I routinely participated in DoD-sponsored issue teams, formed to study a specific aspect of health care delivery and look for ways to improve services while reducing or maintaining costs. Department of Defense (Health Affairs) 12/2004 - 10/2007 Hours per week: 40 TRICARE Management 5100 Leesburg Pike Series: 0560 Pay Plan: GS Grade: Falls Church, VA 22041 US 14 Senior Budget Analyst (This is a federal job) Supervisor: [Exemption 6] Okay to contact this Supervisor: Yes This position was a senior resource management professional responsible for analysis. programming, budgeting and managing the execution of medical program funds under the authority and direction of the Chief Financial Officer, TRICARE Management Activity (TMA) and the Deputy Assistant Secretary of Defense (Health Budgets and Financial Policy) (DASO, HB&FP). This role required me to study and understand new program initiatives and oversee the preparation of a funding strategy to ensure the initiatives were resourced in accordance with Congressional and DoD intent while sustaining or improving the financial performance of the MHS. In this role, I served on numerous committees, panels and working groups charged with developing health care financial and resource allocation policies for the MHS. I individually or with a group developed and proposed DHP financial policies, procedures. and guidance for special initiatives, programs and projects. Some of these included such issues as Avian Influenza and the Swine Flu Vaccination Program. l was responsible for preparation of the Defense Health Program (DHP) Program Objective Memorandum (POM), Budget Estimate Submission (BES), and President's Budget (PB) and consolidated input from the DHP-resourced components (medical departments of the Army, Navy and Air Force, and TMA) into formal program and budget documents and made recommendations on resource allocation issues between components. 1 was responsible for developing and executing a financial strategy for specialized and sensitive operational issues associated with the delivery of ' ICAN AMERhttps://usastaffing.opm.gov/USAStaffing/Statling/ Applicants/Display Image.aspx?ID=23 0... pVERSIGHT 3/17/2015 VA-17-0566-A-000160 Page 6 of9 health care within the Military Health System (MHS). I advised on, formulated and developed legislative amendments and proposals, regulations, guidelines, policies, instructions and procedures relating to financial plan issues. I developed operational guidance for and provided direction to Military Services, Office of the Secretary of Defense (OSD), and Department of Defense (DoD) agencies on financial policy and requirements. On numerous occasions, I represented the TRICARE Management Activity and Health Affairs at meetings and committees within the DoD, other Executive Branch agencies, and with Congressional staff as a technical advisor and expert consultant on key financial issues related to health care and health care delivery within DoD. I provided specialized expertise on programming and executing funds in support of the Global War on Terrorism (GWOT), Pandemic Intluenza (Pl) and Hurricane Response including preparation of applicable supplemental appropriations. I BearingPoint, nc. 03/2001 - 12/2004 2115 International Bvd Hours per week: 40 McLean, VA 22101 US Manager, Federal Health Practice Supervisor: [Exemption 6] Okay to contact this Supervisor: Yes Served as BearingPoint's Federal Health Care Practice lead for the Air Force $10 million Health Care Market. Responsible for a wide variety of health care consulting, analysis, and business development initiatives including government reimbursement processes� strategic planning� marketing and public relations; logistics; and governmental programming, accounting and financial management. Developed and executed on such key governmental projects as AHLTA, the Department of Defense's electronic medical record, the largest electronic medical record deployment in the United States to date. Supervised a staff of senior analysts providing technical guidance and oversight on a variety of complex and challenging projects. Accomplishments Project lead for analyzing the Return on Investment of a $200M+ clinical system integration project at a large Catholic Health Care Organization based in St Louis, MO. Led a team in building cost models and developing reimbursement methodologies for several major Army clients, including the Army's second largest major medical center at Ft Sam Houston, TX; Ft Detrick, MD; U.S. Army Center for Health Promotion and Preventive Medicine; U.S. Anny Medical Information Service Support Agency; and Raven Rock Mountain Complex. Led a multi-disciplinary team in performing a comprehensive assessment of the Military Health System's (MHS) San Antonio Multi-Service Market to include an economic study of the $2 Billion health care market plus functional assessments of Revenue Cycle, Supply Chain, Contracting, Access to Care, and Information Technology operations. U.S. Air Force Medical Service Maisey Bldg Bolling AFB, DC 20032 US Medical Service Corps Officer Supervisor: [Exemption 6] 08/1989 - 03/200 I Hours per week: 40 ICAN AMf--H https://usastaffing.opm.gov/USAStaffing/Staffing/ Applicants/Display lmage.aspx?ID=230... PVERSIGHT 3/ l 7/2015 VA-17-0566-A-000161 Page 7 of 9 Okay to contact this Supervisor: Yes Medical Service Corps officer with responsibilities in a variety of hospital administration functions, but primarily in resource management. Capstone assignment was on the Air Force Surgeon General's staff in plans and resources. Supported the overall successful planning, programming, and resourcing of functions supporting the provision of health care for Air Force beneficiaries by effectively managing a $5 bilJion annual budget. Responsible for coordinating programming actions of eight separate divisions, including financial management; manpower; health benefits & policies; information systems; strategic planning; medical logistics; human resources; and medical facilities. Accomplishments Competitively selected as an educational Fellow at Long Beach Memorial Medical Center, Long Beach, CA, the second largest private medical center on the West Coast with 500 beds and 5,000 personnel. Functioned as a marketing manager responsible for the following care lines: cardiac, women's health, emergency services, cancer, and rehabilitation. Developed long-range strategic management policies enabling the Air Force Medical Service and the Department of Defense to smoothly transform into a complex managed health care model. Achievements resulted in an improved fiscal operating environment for both the government and beneficiaries. Formulated and defined the level and type of health benefits for eligible beneficiaries of the Air Force Medical Service, as well as ensured the efficient delivery of these benefits. Efforts resulted in a robust benefit plan comparable to or better than those offered by most large employers. Education: National College Rapid City, SD US Bachelor's Degree GPA: 3.95 of a maximum 4.0 Credits Earned : 125 Semester hours Major: Accounting State University of New York- Institute of Technology Utica, NY US Master's Degree GPA: 3 .95 of a maximum 4,0 Credits Earned: 36 Semester hours Major: Management Carroll College Helena, MT US Bachelor's Degree GPA: 3.0 of a maximum 4.0 Credits Earned: 125 Semester hours Major: Business Administration Language Skills: Language Spanish Spoken Novice Written Novice Read Novice Affiliations: American Society of Military Comptrollers - ICAN AMERhttps://usastaffing.opm.gov/USAStaffing/Staffing/ Applicants/Displaylmage.aspx?ID=230... PVERSIGHT 3/17/2015 VA-17-0566-A-000162 Page 8 of 9 Member American Academy of Medical Administrators - Credentialed Health Services Administrator Employer References: Name [Exemption 6] Title Additional Skill in identifying, developing and implementing programmatic improvements. Information: As a Supervisory Budget Analyst, I was charged with assuming a lead role in preparing the Department's long-term, multi-year programming submission, the Defense Health Program(DHP) Program Objective Memorandum(POM). Inherent in this process was a thorough review and analysis of historical execution and planned budgets to identify opportunities for improved health care effectiveness and performance as measured from a variety of perspectives(cost. accessibility, outcomes, satisfaction, etc.). This process further involved working with Congress, the DoD ComptroJler, DoD Cost Assessment and Program Evaluation (CAPE), and independent contractors to intensively study specific programs and initiatives to look for opportunities for improvement. Industry best practices and trends, both within the government and in the private sector, were analyzed and evaluated as part of this effort. Today, as a senior staff member in a ..Big Three" audit, assurance and advisory firm, I routinely work with senior members of leading government health care organizations to address their most pressing financial and programmatic challenges and work with them to implement practical solutions that yield tangible results. Skill in working effectively with staff and senior leaders. As an Air Forc.e Medical Service Officer, I successfully learned and applied leadership and management skills to achieve a desired outcome. These skills proved extremely useful as I led many highly qualified people in a variety of venues to attain mission success. After leaving the Air Force, I was challenged with supervising a motivated and extremely skilled staff in a prestigious consulting firm. I facilitated a participative work N https://usastaffing.opm.gov/USAStailing/Staffing/ Applicants/Display lmage.aspx?lO=230... VERSIGHT 3/ 17/2015 VA-17-0566-A-000163 Page 9 of9 environment, which produced exceptional outcomes, by ensuring personnel were trained, effectively matched to the requirement, and sufficiently empowered to execute their duties. As I have progressed to more senior positions in both government and in the private sector, I have routinely worked with executive leaders in numerous agencies and private entities to identify and overcome problems. My current position enables me to routinely meet with senior leaders at the Department of Health and Human Services; the National Institutes of Health; the State Department; the Department of Veterans Affairs; the Nuclear Regulatory Commission; and several private provider and payer health care organizations. I have led meetings, conferences, and discussions and am confident in my ability work with people at all levels to deliver exceptional results. Skill in developing and presenting briefings for senior decision makers. Throughout my career, I have prepared and delivered briefings and presentations to both junior staff and senior leaders. My clear, concise and articulate writing style lends itself to effoctive presentations. Some of my audiences have included the Deputy Secretary of Defense, the Vice Chiefs of Staff, Service Surgeons General, Deputy Assistant Secretaries of Defense (numerous offices), '·C-Suite" staff at private payer and provider organizations; senior leaders of the National Institutes of Health; and many others. [ have been individually recognized for my ef1ectivecommunicationcapability on many occasions. Pv ~p•: s,astaf, mg.opm.gov/USAStaffing/Staffingl Applicants/Displaylmage.aspx?IIF230... 3/17/2015 VA-17-0566-A-000164 Paul R. Lawrence [Exemption 6] Profile Paul Lawrence has 30 years of experience solving management problems in large, complex organizations. Incorporating best private sector practices, he develops and then implements unique solutions. Paul is a successful private sector executive, having been a Partner in Big Four accounting firms and a Vice President in two Fortune 50 companies. He is deeply lmowledgeable of government issues, having worked with leaders in many departments, including Treasury, Commerce, VA and DOD. Paul was on the pre-election transition team as part of the 0MB team, working on management issues under [Exemption 6]. (He was vetted for this role.) He is a U.S. Army veteran and holds a top-secret clearance. Work Experience Public Sector Vice President, Kaiser Associates, July 2016 to present Supports goverrnnent leaders in addressing business-like challenges, by focusing on increasing organizational efficiency and effectiveness. Partner, Government & Public Sector, Ernst & Young (EY), 2009 to June 2016 Leader of the Federal Civilian Agencies team, providing consulting assistance to improve agency performance. Supported government leaders at the Departments of Energy, Education, Commerce, and USDA. Also supported GSA and FRTIB. Vice President, Public Service, Accenture's George Group, 2008 to 2009 Leader of the Federal Civilian Government and Healthcare Agencies team providing process improvement consulting assistance Responsibilities: • Developed strategy that linked capabilities and successes to relevant agencies and their challenges, worked closely with senior government leaders • Ensured projects were conducted effectively and completed on-time and on-budget • Recruited, retained, and mentored team members • Integrated George Group's services and staff into Accenture organization • Led Senior Executive Promotion Process, gave promotion recommendation to executive leadership team Key Project: U.S. Postal Service - $5 million sole source contract to streamline operating processes and design new processes for new nationwide mail sorting technology. Identified opportunity, sold work and led joint team of senior Accenture experts and executive Postal staff. The MITRE Corporation, Center for Enterprise Modernization, 2006 to 2007 Senior Director of Civilian Agencies Responsibilities: • Provided strategic advisory and consulting services to Federal Government agencies, focusing on Commerce, Agriculture, Energy, Education, Housing and Urban Development, Environmental Protection Agency and Social Security Administration • Continued to lead Business Development activities for entire Center Director of Strategy and Innovation Responsibilities: • Developed and implemented new Business Developer model. Led effort to put Business Development targets in place and use tools to monitor progress • Created Professionally Prominent initiative, providing exposure to MITRE experts • Planned strategy for Center, focused business units on Federal problems and identified solutions AMFnlCAN pVERSIGHT VA-17-0566-A-000165 ., ' Paul R. Lawrence, PAGE 2 IBM Business Consulting Services, 2002 to 2005 Vice President and Leader, U.S. Public Sector Sales Responsibilities: Annual services sales in management consulting, systems integration and business process outsourcing to Federal, State and Local governments, Education organizations (K-12 and higher education), and Healthcare organizations (hospitals and insurance companies) • Public sector lead for IBM's first Global Innovation Initiative; facilitated discussions with government leaders on innovative solutions to existing problems Identified acquisition candidates and conducted preliminary due diligence Managed federal thought leadership programs, marketing, external events, and media communications to align effective support for sales activities • • IBM Business Consulting Services, Continued Partner-in-Charge, U.S. Treasury and International Agencies Account Team Leader of team for Treasury, USAID, World Bank, and financial organizations like FDIC, SEC, PBGC Partner, Price Waterhouse and PricewaterhouseCoopers, positions of increasing responsibility, 1987 to 2002. Admitted to Price Waterhouse Partnership in 1995 Leader of team to provide consulting support to federal agencies with a financial focus (Treasury, Education, USAID, HUD, FDIC, etc.) Key projects: • U.S. Postal Service - designed, built and ran their external mail measurement system which is a key part of management decision-making for operations and compensation. The program won USPS's Quality Supplier award twice (1992 and 1996). This project continues to this day. • Department of Defense - led year long, 80-person study to examine integration of military Exchange system; recommended $1 billion in savings to Deputy Secretary and the Defense Management Council Other Consulting Experience: Successfully completed consulting projects, on-time and on-budget, at • Department of Treasury: IRS, Financial Management Service (FMS), Mint, Office of Comptroller of the Currency (OCC), Main Treasury Headquarters • Department of Housing and Urban Development, including GNMA • Departments of Transportation, Education and HHS • Federal Deposit Insurance Agency, Freddie Mac, and Fannie Mae, Pension Benefit Guaranty Corporation • • • U.S. House of Representatives, 0MB, and GAO U.S. Agency for International Development, World Bank and International Monetary Fund State and Local Governments: Arizona, Virginia, Michigan, Maryland, Washington, DC Thought Leadership Partner-in-Charge, Ernst & Young Initiative on Leadership, 2009 to June 2016 Designed initiative to better understand the management challenges of top Political Executives • Repeatedly interviewed 65 senior leaders in Administration (Deputy Secretary, Bureau Heads, etc.) to better understand Political Executive challenges and effective management techniques. • • Wrote 4 books Wrote 3 EY government-focused thought leadership products ("5s") in 2014. Customized EY commercial product for government purposes AMLRICAN PVERSIGHT VA-17-0566-A-000166 Paul R. Lawrence, PAGE 3 Founder and Partner-in-Charge, IBM Center for the Business of Government, 1998 to 2005 • While a consulting Partner, created and directed IBM Center, a think tank which advances public sector effectiveness by providing competitive grants to academic researchers, publishing the results, and engaging government leaders about these issues. The Center continues today. • Created and hosted weekly radio show, the Business of Government Hour, interviewing over 190 senior government leaders in the Clinton and Bush administrations about their job, career and vision for the future of government • Editor of the twice yearly "Business of Government Journal" • Editor of Business of Government book series, 12 books on government management topics Clearance, Education and Military Service Leadership in the Professional Services Firm, Harvard Executive Education Ph.D., Economics, Virginia Tech M.A., Economics, Virginia Tech B.A., Economics, Phi Beta Kappa, University of Massachusetts, Amherst Captain, U.S. Army 1982-84, Meritorious Service Medal and Airborne School graduate Professional Affiliations and Awards Fellow, National Academy of Public Service, elected in 2012 Board of Advisors to the Economic Program at the University of Massachusetts, 2011 to 2017 Board of Advisors of the Public Policy Program at William and Mary, 1997 to 2008 Appointed by the Virginia General Assembly to Joint Subcommittee Studying Science and Technology in Higher Education, June 2007 Top 100 Public Service Business Leader Award Judge for award in 2003 and 2005 Top 100 Public Service Business Leader Award winner in 2000 and 2002 selected by Federal Computer Week Board of Directors of Junior Achievement, National Capital Chapter, 1996 to 2005 Chairman of the Board of Directors of the Private Sector Council, 2003-2004 Books and Articles Succeeding as a Political Appointee: 50 Insights from Experience, 2016, Rowman & Littlefield, with Mark Abramson What Government Does: How Political Executives Manage, 2014, Rowman & Littlefield, with Mark Abramson Paths to Making a Difference: Leading in Government (2nd Edition), 2013, Rowman & Littlefield, with Mark Abramson Paths to Making a Difference: Leading in Government, 2011, Rowman & Littlefield, with Mark Abramson Leaming the Ropes: Lessons for Political Appointees, 2005, Rowman & Littlefield, with Mark Abramson Transforming Organizations, 2001, Rowman & Littlefield, with Mark Abramson Unsportsmanlike Conduct: the NCAA and the Business of College Football, 1987, Praeger Press Over 40 published articles on government management are available at www.paulrlawrence.com AMFfllCAN pVERSIGHT VA-17-0566-A-000167 Standard Form 50 Rev. 7/91 U.S. Office of Personnel Management FPM Supp 296-JJ Subch 4 NOTIFICATION OF PERSONNEL ACTION I. Na me (Last, First, Middle) 13. 2. Social Security Number BOWMAN,THOMAS GRAY . FIRST ACTION '•'---•~ SECOND ACTION 5-A. Code S-0. Nature of Action 6-A. Code 6-0. Nature ofAction 5-C.Code 5-D. Legal Authority 6-C. Code 6-D.Legal Authority 5-E. Code 5-F. Legal Authority 6-E. Code 6-F. Leg.ti Authority EXC APPT 170 ZNM 38 use SEC 304 ADVICE/CONSENT OF SENATE 7. FROM: Position Title and Number I 1 8. Pay Plan 9. 0cc. Cod, I ?A. Basic Pay I Dale of Birll, 08/04/2017 15. TO: Position Title and Number DEPUTY SECRETARY OF VA PD: 000020 POSITION: 90018750 0. G,ade 01· L,vel ll. Step 01· Rate 12. Total Salary 12B. Locality Adj. 4. Effective Dale , l I 2C. Adj. Bask Pay I 14. Name and Location of Position's Organization I 13. Pay Basis 1 12D. 01her Pay 16. Pay Plan EX 20A. Basic Pay 17. 0cc. Cod,• 1 0301 II 208. Locality Adj. $179,700.00 I 18. Grade or Le\ el l 9.S1,•1> or Rate 20. TolaI Salary/A ward $0 00 I l $179,700.00 lOC. Adj. Bask Pai• $179,700.00 20D. 011,er Pay 1 22. Name and Location of Position's Organization 21. Pay Basis 1 PA $0 OFFICE OF THE SECRETARY OFC/DEPUTY SECRETARY WASHINGTON DC USA EMPLOYEE DAT..... A f"l-1, ...... ~ ~ 23. Veterans Preference 2 - 5-Poinl J • 10-Poinlll)h,blUh· 24. Tenure O-N,m, S- 10-Polntt01hu &- IO-PolntlCon1[K'n.l,lllbk/J0•1, � - 10-Point/Cumpt"n:..bll." I - t>1:rm1m,·n1 � 28. Annuitanl lndicalor 27. FEGLI 1 - CunJiltum1I J- lnJl"linir.. - I34. Position Occupied 1 - Compt'litiu• St-ni«ri7 ? -[u�pf«I �n ke J -Sf.S Ct>n<:n11l � - SES Cuttr RtK-r'\«I 11-0010-001 I0lVA F I FULL TIMli: 26. Veterans Preference for RIF n ro7 - 29. Pay Rate Determinant REGULAR RATE I33. Part-Time !lours Biweekly Pay Period Per I35. FLSA Category 36. Approprialion Code 37. Bargaining Unit S1atus ri7 1101-IOOO 8888 E- Eum111 N - NonOt'IIIJII 39.Duty Station (City -County - State or Overse.is Location) 38. Duty Station Code 40. Agency Data - I .... -- 32. Work Schedule I .,....,.._ DATA POSITION I I 125. Agency Use IWASI-IINGTN-CSEM 4 . 1 1 43. 1 42. 1 DC 44. 1 4 m 'l'lfE �*F'ECTIVE DATE OF THIS APPOINTMENT IS THE DATE THE COMMISSION WAS SIGNED BY THE PRESIDENT (08/04/2017). THE PAY STARTS ON THE DATE THE APPOINTMENT AFFIDAVIT WAS EXECUTED (09/06/2017). APPOINTMENT IS INDEFINITE. APPOINTMENT AFFIDAVIT EXECUTED 09-06-2017. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: TBD. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS-FRAE. YOU ARE REQUIRED TO SUBMIT TO THE PERSONNEL OFFICE A COPY OF ANY SUBSEQUENT NOTICE FROM OPM OF ANY CHANGE IN YOUR GROSS ANNUITY RATE. 46. Employing Department or Agency 50. Signatun•/Aulhentication and Title of Approving Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAA 5-Pa,1 50-316 AIVlt-t 48. Personnel Office ID 1007 m... .1AI\J PVERSIGHT ELECTRONICALLY SIGNED BY: 49. Approval Dale I 09/13/2017 TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy- Long-Term Record - DO NOT DESTROY Editions Priol" to 7/91 Are Not Usable Aflcr 6/J0/93 NSN 7540-01-JJJ-6238 VA-17-0566-A-000168 Standard Form 50 Rev. 7/91 U.S. Office or P<'rsonncl Managcml'nl FPM Supp. 296-33, Subch. 4 NOTIFICATION OF PERSONNEL ACTION I I. Na me {Last, First, Middle) BYRNE,JAMES MICHAEL FIRST ACTION ~ SECONp ACTION -A 5-A.Code 5-8. Nacure of Action 6-A. Code 6-8. Nature of Ac1ion 5-C. Code 5-D. Legal Authoriiy 6-C. Code 6-D. Legal Authority 5-E. Code 5-F. Legal Authoril)' 6-E. Code 6-F. Legal Authority EXC APPT 170 38 ZNM u.s.c. 311 7. FROM: Position Title and Num ber 8. Pay Plan 0cc. Code r 128. Locality Adj. 08/09/2017 IS.TO: Position Title and Nu mber I 10. Grade or Lc,•e 1. Step 01· Rate 12. Toral Salary 1 12A. Basic Pay 4. Effec1ive Date t l 12C. Adj. Basic Pay 14. Na me and Location of Position's Organization GENERAL COUNSEL PD: 000007 POSITION: 90021133 16. Pay Plan 13. Pay Basis 1 EX 1 120. Olhcr Pay 20A. Bask Pay 17. 0cc. Code 1 0905 $155,500.00 18. ��de o,· LC\'CI 19,;;P or R• :;r;;: s;;,��'""'d 21. r;:Basis 5 1 t I I 208. lo(·ality Allj. $0 $0 $155,500.00 22. Na m e and Loc:Hion of Position's Organization GENERAL COUNSEL OFFICE OF GENERAL COUNSEL WASHINGTON DC USA 1200. Other Pay 2UC. Adj. Basic Pay EMPLOYEE DATA 23. Veterans Preference I - NGO< J • 10-PGiol/Di,.b;t;n 2 - 5-Poinl 4 - lO-Polnt/Comlk'11:.11hk- 24. Tenure (I-Nun,.. 2 - Cundilion11I I - P...rmanl'nl 3- lntl,..finih� 28.Annuilant Indicator 5 - IO-Poln11O1h�.6 - IO-Polnl/Compen1:11hk-lJ0•1. 197 NOT APPLICABLE I 27.FEGLI -��� � 3 .Service Co m p. Date (Leave) 32. Work Schedule 1 I - I POSITION DATA Occupied I 34. Position I - Compl.'ti1hr St-n·K.'f: J - SES Grnual 35. FLSA Category [-Eu•t11JII N - Nonl.'l,..mpl WASHINGTN-CSEM I0IVA 4 . 1 1 y n - ale Deter m inant fo7 REGULAR RATE 33. Part-Time I lours Per Biweekly Pay Period 37. Bargaining Unit Status 8888 39. Duiy Station (Ciiy - Couniy - State or Overseas Location) 11-0010-001 40. Agency Data 1200-0000 � 4 - SES C•l"l'1'r Rr.w-nl.'d � 2 - E.u�pl� &-n k,: 38. Duiy Station Code 36. Appropriation Code use 42. 1 1 43. DC 1 44. P'� g�G INS 08 -11-2017. INELIGIBLE FOR LEAVE. APPOINTMENT IS INDEFINITE. APPOINTMENT AFFIDAVIT EXECUTED 08-11-2017. OPF MAINTAINED BY CSEMO, 810 VERMONT AVENUE, NW, WASHINGTON, DC 20420. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: NONE. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS-FRAE. 4 m 46. E m ploying Department or Agency SO. Signature/Authentication and Tille of Approving Official ELECTRONICALLY SIGNED BY: DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAE S-Pa11 50-316 AIVlt- ~ 48. Personnel Office ID 1007 1A pVERSIGHT 49. Approval Dale 08/17/2017 TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Editions Prior co 7/91 Arc Not Usable After 6/J0/93 NSN 75�0-0J-333-6238 VA-17-0566-A-000169 St.111ndard Form 50 Rev. 7/91 U.S. Office of Personnel Management 296-33, Subrh NOTIFICATION OF PERSONNEL ACTION I. Name (Last, First, Middle) FPM Supp GLYNN,MELISSA SUE 2. Social Securil)' Number FIRST ACTION -~--.-.a.:.--... 5-A. Code 190 5-B. Nature of Action PROVISIONAL APPT NTE 5-E. Code 5-F. Legal Authority ~ SECOND ACTION - l5-NOV-2017 7. FROM: Position Title and Number 8. Pay Plan 9. O«. Code 1 12A. Basic Pay 6-A. Code 6-0. Nature of Acrion 6-E. Code 6-F. Legal Authority 6-C. Code 5-0. Legal Authority SCH C, 2l3.3302(A). TEMP TRANSITIONAL SCHEDUL 5-C. Code Y9K I 4 10. Grade 01· Level t I. Step or Rate 12. Total Salary 1 128. Locality Adj. I I l l?C. Adj. Basic Pay 14. Name and Location of Position's Organization •J. Pay Basis 1 1 12D. Other P•y 4. Effective Date 07/18/2017 6-D. Legal Authority IS. TO: Position Title and Number SENIOR ADVISOR PD: TTC006 POSITION: 91421348 16. Pay Plan 17. 0cc. Code 18. Grade or Lr,·el 19.Step or llarc lU. Total Salary/Award ll. Pay Basis GS IS 1 10 1 0301 l $161,900.00 I PA 20A. Dasie Pay 208. Localily Adj. 200. Other Pay lOC. Adj. Basic P•y $134,776.00 $27,124.00 I $161,900.00 1 22. Name and Localion of Position's Org:rnizalion $0 OFFICE OF THE SECRETARY OFFICE OF THE SECRETARY WASHINGTON DC USA --· EMPLOYEE DAT A ...... ' 23. V ctcrans Preference I 7. FEGLI 2 - 5-Polnl 5 - IO-Pulnt/01ht>r 4 - JO-PoinUCompc:n111.ble 6- l0-Pt)int/Compt'n111bk-/J0•1. - 34. Position Occupied ,- I - c�m11tlilhc Senk,· J - SES Gtncnl 2 - E1�r1N �n ICC' 4 - SES Ca1tt•r R<'$C'nd - 38. Duty Station Code I 1-00I0-001 4 It-Nun,· 2 - Comlilion1d I - P,•m1»n�•n1 J - lnJdinlh· I NOT APPLICABLE 1 n 3 . Service Comp. Date (Leave) 32. Work Schedule 1 F FULL TIME POSITION DAT A -- 40. Agency Data I0IVA 9 3 , 28. Annuitant Indicator I ----;---J 24. Tenure J - 10-Point/Dbahllic�· 4 . 1 35. FLSA Category 4 . 2 36. Appropriation Code I101-0000 39. Duty Siation (City - County - Stale or Overseas Location) WASHINGTN-CSEM DC � 1 [- En-mpl N - N�n,acmpl I 43. 1 1 yUse 26. Veterans Preference for lllf T atc Dcterminanl l REGULAR RATE I Biweekly Pay Period JJ. Part-Time Hours Per 37. Bargaining Unit Status 8888 44. i��fNrMENT IS ON A PROVISIONAL BASIS. YOU ARE ELIGIBLE FOR RETIREMENT COVERAGE AND FOR HEALTH BENEFITS AND LIFE INSURANCE. IF YOUR PERFORMANCE IS SATISFACTORY, AND YOU MEET ALL LEGAL, QUALIFICATIONS, AND OTHER APPLICABLE REQUIREMENTS, YOU MAY BE CONVERTED TO A NONTEMPORARY APPOINTMENT BEFORE THIS APPOINTMENT EXPIRES. APPOINTMENT AFFIDAVIT EXECUTED 07-18-2017. OPF MAINTAINED BY CSEMO, 810 VERMONT AVENUE NW, WASHINGTON, DC 20420. PAYABLE SALARY LIMITED TO $161366. 4 BY 5 u.s.c. 5305(F) (OR OTHER STATUTORY AUTHORITY) FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: NONE. PREVIOUS RETIREMENT COVERAGE: NEVER COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER PERS, PERS-RAE, OR FERS-FRAE. 46. Employing Department or Agency DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAA 48. Personnel Office ID 1007 S-Part S0-316 W,1AI\J AIVlt-t pVERSIGHT 49. Approval Dale 07/20/2017 SO. Signature/Authenticalion and Title of Approving Official TIA BUTLER ELECTRONICALLY SIGNED BY: EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY NSN 7540--01-JJJ-6238 Editions P.-ior to 7/91 Are Not Usable ,Uter6f30/9J VA-17-0566-A-000170 Standard Form SO Re,•, 7/91 U.S. Office of P,•rsonnel Management FPM Supp 296-33, Suhinl/Cum1k'ru11bll'IJ-0•1• I - Pt•rm11nl'"nl 197 I 27. F'EGLI l-Ct1n1lili<>n11I J- lnddinitt> I28. Annuitant Indicator 125. Agency lJsc I - NOT APPLICABLE I32. Work Schedule I I POSITION DATA I 34, Posilion Occupied . ri7 1-ComJt('fitht•St"K"l· J- S[S Gc-nenl 1- [u�plN �"� -1-SES Can'1.'t Ro.>M!f'\t•d . 4 n ale Ue1erminan1 � REGULAR RATE 33. Purr-Time llours Per Biweekly Pay Period I35. l'LSA Caiegory 36. Approprialion Code 37. Bargaining, Unit Status � 1101-0000 8888 [- [\empl N - Nont-\l."n1pl 39. Duty S1a1ion (City - County - Slale or O\'erseas Localion) 38. Duty Station Code 11-0010-001 40. Agency Oala I0IVA �FULL TIME I I WASHINGTN-CSEM 4 , 1 1 42 1 43. . 1 DC 44. 1 �iN�llftE SALARY LIMITED TO $161366.4 BY 5 U.S.C. 5305 (F) (OR OTHER STATUTORY AUTHORITY) 46, Employing Oeparlmenl or Agency 50. Signature/Authentication and Tille of Approving Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAA 48, Personnel Office ID 1007 5-Pan 50-316 \l\...1f-\l'\J f-\lVlt""t PVERSIGHT ELECTRONICALLY SIGNED BY: 49, Approval Oare I 11/16/2017 TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy- Long-Term Record - DO NOT DESTROY Edilions Prior to 7/91 Are Nol UsalJle Arter 6/30/93 NSN 7540--01-333-6238 VA-17-0566-A-000171 Srandard Form SO Re". 7/91 U.S. Office of Personnel l\lanagcmcnl FPM Supp. 296-33, Sub----FJW:o,; I ACIION 5-B. Nature ofAction 5-A. Code ZNM 5-E. Code 7. FROM: Position Tille and Number Deputy Vice Chairman PD: 009720 19.0cCD . 12A. Basic Pay ES I O.Grd/Lvl 0905 I - 6-A. Code - Conv to Exe Annt 5-D. Legal Aulhorily 38 USC 710 l(b)(J) Advice/Consent o( Senate 5-F. Legal Authority 570 5-C. Code 8.Pay Plan NOTIFJCATION OF PERSONNEL ACTION 6-B. Nature of Action --,.,-- 6-C. Code 6-E. Code 4. Effcc1ivc Date 1 11-21-2017 3. Date of Binh 1 6-D. Legal Authority 6-F. Legal Authority 15. TO: Position Title and Number Position: I I .Step/Rate 00 128 . Locality Adj . I General Counsel PD: EX0008 90015312 16.Pay Planl 17 0cc CD 12.Tol. Salary I 13.Pay Basis 1 00 $178.900.00I PA 12C. Adj. Basic Pay )1 12D. Other Pay $0 $178 900.00 14. Name and Location of Position's Organization . ES J 0905 20A. Basic Pay EMPI nn.:E DAlA - 30. Retirement Plan Ll 18 Grd/Lvl 19.Slcp/Rate 1 IV I 20Cl. LocalityAdj. 1 20.Tol. Salary/Award $ 178,900.00 $0 I 24. Tcnur..: 2-Conditional 3-lndctinitc 28. Annuitant lndica1or 5-10 Point/Other 6-10 Point/Comocnsablc/30% 'I 0-Nonc . 0 I I-Pcm1,111cnt r;-i Not Annlicable ork Schedule ITi Full Time 31. Service Comp. Dale (Leave) 1 I 25. A ency Use H n ~ co;A~r NtJED sEs 8 1~SI 33. Pan-Time Hours l'cr Biweekly PayPcriod S I 1 WASHINGTN-CSEM l J-OOJ0-001 43. 42. 4 . 40. AgencyDala 1 IOIVA 1 1 1 REMARKS CO NTINUED: 45. Remarks - Creditable milirnry service: None. - Previous rc1iremcn1 coverage: Previously Covered. - Employee is au1oma1ically covered under FERS, FERS-RAE. or FERS-FRAE. or 47. Agency Code 48. Personnel Office ID 1 1007 VAAD 49. Approval Dale 12-21-2017 1 CPA Y 37. Clargaining Unit S1a1us 17 46. Employing Departmem or Agency Department of Veterans Affairs Board of Veterans Appeals 21.Pay Clasis Board of Veterans Appeals BOARD OF V ETERANS APPEALS WASHINGTON DC USA 34. Position Occupied 36. Appropriation Code I-Competitive Service 3-SES General E-Exempl lel I 2 / 2-Exccolcd Service 4-SES Career Reserved E N-Noncxemot 1105-0 I 00 38. Duty Station Code 39. DutyStation (City-County-State or Overseas Location) l'OSI I ION DA1A 1 O $178.900.00 PA 20C. Adj. Basic Pay 20D. Other Pay I $11s 900.00 �o $118.900.ool $0 22. Name and Location of Position's Organization Board of Veterans Appeals BOARD OF VETERANS APPEALS WASHINGTON DC USA 23. Veterans Preference � I-None 3-10 Point/Disabili1y 4-10 Point/Compensable I I 91440648 Position: 8888 4 4 1 PAR Number: 50. Signature/Au1hen1ica1ion and Tille of Approving Official Electronically Signed By TraceyThcri1 Aeling Executive Director Ed11tons Pnor to 7/91 Are Nol Usable After 6/30/93 .. AMFfllCAN pVERSIGHT VA-17-0566-A-000179 Standard Fonn 50 Rev7/9I U.S. Office of Personnel Management G uide to ProcessinP Personnel Actions I. Name (Last, First, Middle) Reeves Randv Clav l<'IKSI ACIH>N 5-A. Code 002 NOTIFICATION OF PERSONNEL ACTION Chanter 4 5-B. Nature of Action 6-A. Code 6·8. Nature of Action 5-D. Legal Authority 6-C:'C.'t>d\,octC 6 5-F. Legal Authority 6-E. Code 6-F. Legal Authority Correction 5-E. Code 170 9.0cc. CD 1 I 2A. Basic Pay 10.Grd/Lvl 1 I.Step/Rate Advice/Consent of Senate 128. Locality Adj. I I I I Under Secretary For Memorial Affairs PD: EX0006 P osition: 12.Tot. Salary 12C. Adj. Basic Pay 14. Name and Location of Position's Organization 1 13.Pay Basis 16 Pay Plan 17 0cc CD 1 EX 12D. Other Pay 20A. Basic Pay 11-21-2017 38 1USCS1Et3o8 15. TO: Position Title and Number 1 14 Exe Appt ZNM 7. FROM: Position Title and Number 8.Pay Plan Effective Date 3 Date of Birth 1 0301 18 Grd/Lvl 1 Ill I9.Slcp/Ratc 20.Tot. Salary/Award roo. Locality Adj. $165 300.00 0 91440199 I 00 j $165 300.00 20C. Adj. Basic Pa 22. Name and Locaiion of Position's Organiza1ion 2 I.Pay Oasis 1 \l $165 300.00 PA 20D. Other Pay $0 National Cemete Administration NCA OFC UNO gR SECRETARY WASHINGTON DC USA EMPLuv..;E DATA 23. Veterans Preference I-None 3-10 Point/Disability 2-5 Point 4- IO Point/Compensable tir cmcnt Plan 1 I'(,..,, I ION DATA iol 24. Tenure 0-Nonc 5-10 Point/Other 6-10 Point/Compcnsablc/30% I •Pcnnancn1 2•Cundi1ional 3-lnddinitc 28. Annuitant Indicator 127 I lil 31. Service Comp. Dale (Leave) 11 -00 I 0-00 I IOIVA 45. Remarks 41. WASHINGTN-rSEM 42. 1 1 REMARKS CONTINUED ON PAGE 2 Ret Otlicer Full Time DC I 43. 1 47. Agency Code 48. Personnel Otlice ID 1 VAPA 1007 c c 11 w::;: �:; RATE 33. Part•Timc Hours Per Biweekly f>ay l'criod 37. Bargaining Unit Status 8888 44 PAR Number: Corrects item 15 from Under Secretary for Benefits, PD: USNCA, Positton: 91440199 46. Employing Department or Agency Department of Veterans Affairs National Cemetery Administration n n 26. Vct�rans Preference for RIF ency Use 32. Work Schedule SA Category 34. Position Occupied 36. Appropriation Code I-Competitive Service 3-SES General E-Excmpt � � 2-Exceptcd Service 4-SES Career Reserved E N-Noncxcmot 5111-1000 38. Duty Station Code 39. Duty Station (City-County-State or Overseas Location) 1 40. Agency Data M 50. Signature/Authentication and Title of App roving Otlicial Elec1ronically Signed By 49. Approval Date 05-25-2018 1 Tracey Thcrit Acting Exccuti v� Dirc,tor .. Ed111ons Prior 10 7/91 Are Not Usable After 6/30/93 Atv ,It I pVERSIGHT VA-17-0566-A-000180 Standard Form SO Rev. 7/91 U.S. Office of PerS-Onncl Management FPM Supp 296-33 Sub 296-33 Subch 4 NOTIFICATION OF PERSONNEL ACTION I. Name (Last, First, Middle) 2. Social Security Number RYCHALSKl,JON J FIRST .~ "'-· ACTION SECOND ACTION L 5-B. Nature or Action 5-A. Code 6-A. Code EXC APPT 170 5-C. Code 5-E. Code 5-F. Legal Authority 8. Pa)' Plan 19' O«. Code 12A. Basic P&)' o. Grade 01· Lrvrl l I. SIOp 01· R•rr 12. Total Salary r 128. Locality Adj. l 6-0. Legal Authorily 6-£. Code 7. FROM: Position Title and Number 113. Pay Basis 1 I 12C. Adj. Basic Pay 14. Name and Location of Position's Organization 1 120. Other Pay 01/04/2018 6-0. Nature or Action 6-C Code 5-D. Legal Authority . 38 USC SEC 308 PRE:S APPTI ADVICE/CONSENT Of SI ZNM I 1 4. Effccti\'e Date 6-F. Legal Authority 5. TO: Posilion Tille and Number 1 ASSISTANT SE:CRETARY FOR MANAGEME:NT PD: E:X0009 POSITION: 91443084 16. Pay Plan 17. O«. Code 18. Grade cu· Lc,·el 19.Sll·p or Rutc 20. Total Salar)'IAward 12 I. Pay Basis E:S 111 1 0301 208. Locality Adj. 20A. DMsic Pay $175,000.00 $0 PA l $175,000.00 20D. 01hcr Pay 12oc. Adj. Basic Pay 1 0 22. Name and Location of Position's Organization $175,000.00 1 $0 IMME:DIATE OFFICE: Of THE: ASSISTANT SECRETARY FOR MANAGE:MENT ASST SE:CY FOR MANAGE:ME:NT WASHINGTON DC USA EMPLOYEE DATA l-tO-Polnt/0l�bm1,, 2- 5-Poinl I 24. Tenure •·None 5- 10-Puint1O1h,•r 6- IO-P-0lnllCtompu,!111bk/J0o/, -1- 10-PointlCompenubk- I- Pumitnt·nt 1o7 28. Annuitant Indicator NOT APPLICABLE 197 I I 34. Position Occupied I - Com�lilh·fl SrnK't' J- SES Gfln�,.,.I 2 - [i('(>plal Srnkc -1- SES CarT<'r Re,w,rwtl 38. Duly Station Code 11-0010-001 40. Agency Data 109VA /25. Agency Use I - I35. FLSA Calegory !El E:- Eu:mpt N- Nonc:icm111 I 26. Velerans Preference for RIF 29. Pay Rate Determinant I CONTINUE:D SES BASIC I s - 32. Work Schedule Hours Per -33. Parr-Time Biweekly 36. Approprialion Code 37. Bargaining Unit Status �FULL TIME: I � 2 - Conditional J- lnddinitc 1801-1000 I Pay P eriod 8888 39. Duty Station (City - County - Slate or O\'erseas Location) IWASHINGTON 4 1 1. 42. DC 43. 1 1 1 44. 4 �t��EE ELECTED TO RETAIN SES BENEFITS. ELECTION IS ON FILE IN OPF. EMPLOYEE HAS SES REINSTATEMENT RIGHTS. APPOINTMENT AFFIDAVIT EXECUTED 01-08-2018. PAY WITH THE DEPARTMENT OF VETERANS AFFAIRS BEGINS 01-08-2018. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS-FRAE. 46. Employing Department or Agency 50. Signature/Authentication anti Title of Approving Official DE:PARTMENT Of VETE:RANS AFFAIRS 47. Agency Code VADA 5-P.,150-316 f-\lVIC-t 48. Personnel Office ID 1007 \l\...1f-\l'\J PVERSIGHT E:LE:CTRONICALLY SIGNED BY: 49. Appro\'al Dale I 01/1612018 TIA BUTLER E:XE:CUTIVE: DIRE:CTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Edilions Prior to 7/91 An- Nol Usable Aftt,· 6/30193 NSN 7540-0 I-33J...;2J8 VA-17-0566-A-000182 S1andard Form 50 Re,,. 7191 U.S. Office or Personnel Management FPM Supp. 296-33, Subch. 4 NOTIFICATION OF PERSONNEL ACTION I I. Na me (Last, First, Middle) SHELBY,PETER JAMES . SECOND ACTION FIRST .::a... ACTION • L 5-A. Code 5-8. Nature of Action 6-A. Code 6-B. Nature of Action 5-C. Code ZKM 5-D. Legal Authority 6-C. Code 6-D. Legal Authority 5-F. Legal Authority 6-E. Code 6-F. Legal Authority 170 5-E. Code EXC APPT P.L. 112-166 DATED AUGUST JO, 2012/PRES APPT 7. FROM: Position Tille and Number 8. Pay Plan 9. 0cc. Code I 1 12A. Basic Pay to. G,ade or Level I I. Step or Rate ?. Total Salary 128. Locality Adj. 13. Pay Basis l' I I IZC. Adj. Basic Pay 14. Name and Location or Position's Organization 1 120. Other Pay 1 4. Effective Date 06/19/2017 5. TO: Position Title and Number 1 ASST SECY/HUMAN RES & ADM PD: 000420 POSITION: 90039559 16. PaJ' Plan 17. 0cc. Code 18. Grade or Lr,'el 19.Stcp or R•te 20. Tutal Salary/Award EX IV 1 0301 20A. Basic Pay 208. Lucalily Adj. $ I 55,500.00 $0 1 00 , $155,500.00 rOC. Adj. Basic Pay 22. Name and Location of Position's Organization $155,500.00 1 21. Pay Basis ?OD. Other Pay I PA $0 OFFICE OF THE ASST SECY FOR HUMAN RESOURCES AND ADMIN ASST SECY/HUMAN RES ADM WASHINGTON DC USA EMPLOYEE DATA ~ I 23. Veterans Preference - Non, 2 - 5--Polnt t 24. Tenure ,..___ O- Nunl" 5-10-f>olnl/Olht>r 6- l&-Point/Compm�blc/JU•I• J -111-Poinl/DiubUUy .a - l&-Polnt/Compm,11bk 0 191 I � I - ComptdtiH� $(," kY I 2 - [uTpll'd St-r'\-kT 38. Duty Slation Code 11-0010-001 40. Agency Data I0IVA 1 !El .a - SES Cuwr Rot·" ,•d 4 . 1 F I35. FLSA Ca1egory J - SES Ctn<'n.l [- E�cmpl N - NunC\l'nllll . 42. I 1007 v'It- t m... .1AI\J 5-Pat1 50-316 PVERSIGHT I - - -29. ray Rate Determinant 0 I REGULAR RATE . Per Biweekly I Pay Period -33. Par1-Time Hours I FULL TIME 37. Bargaining Unit Status 1401-1000 8888 43. 44. 1 1 1 OR FERS-FRAE. SO. Signature/Authentication and Title of Approving Official DEPARTMENT OF VETERANS AFFAIRS 48. Personnel Ortice ID - 39. Duty Station (City - County- State or Overseas Location) WASHINGTN-CSEM DC 46. Employing Dcparl ment or Agency VABA I 36. Approprialion Code m 4 P'� ilf�G INS ON 06-22-2017. INELIGIBLE FOR LEAVE. APPOINTMENT IS INDEFINITE. APPOINTMENT AFFIDAVIT EXECUTED 06-22-2017. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: TBD. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, 47. Agency Code j25. Agency Use 32. Work Schedule ,..___ I :'.' POSITION DATA 2 - Conditional J- lnddinilt 28. Annuitant Indicator NOT APPLICABLE I 34. Position Occupied I 1 - Pt•rmum·nt ELECTRONICALLY SIGNED BY: 49. Approval Date I 06/22/2017 TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Editions Prior to 7/91 Are Not Usable- Afle1· 6/30/93 NSN 7540--01-333-6238 VA-17-0566-A-000183 Standard Form 50 Rev. 7/91 U.S. Office or Personnel Management FPM Supp. 296-JJ, Subch. 4 NOTIFICATION OF PERSONNEL ACTION I. Name (Last, First, Middle) - FIRST ACTION - ---- SECOND ACTION - ...__.__" 5-A. Code 5-8. Nature of Action 5-C. Code 5-E:. Code 6-B. Nature or Action 5-0. Legal Authority 6-C. Code 6-0. Legal Authority 5-F. Legal Authority 6-E:. Code 6-F. Legal Authority 20-FEB-2017 SCH C, 213.3302(A). TEMP TRANSITIONAL SCHEDUL Y9K 7. !'ROM: Position Title and Number 1 128. Locality Adj. 12A. Dasie Pay 4. Effective Date 01/30/2017 15. TO: Position Tille and Number SENIOR ADVISOR 10. Grade or Leve 8. P•y r1an 9. 0cc. Code 1 , 6-A. Code PROVISIONAL APPT NTE 190 I 3. Dale of Birth TUCKER,BROOKS D I 13. Pay Basis I. SICp or R•1< 12. Tot•I S•lary l 1 1 12D. Other Pay 12C. Adj. Bask Pay 16. P•y r1,n GS 1 17. 0cc. Code 0301 20A. Bask P.ty 18. Grade o,· Le,•el 19.Sl

hrr Pay PA $0 OFFICE OF THE SECRETARY OFFICE OF THE SECRETARY WASHINGTON DC USA --- EMPLOYEE DATA - - 23. Veterans Preference t - Non, J - tl>-Pou"/Diubim, l - 5-Pulnt 24. Tenure o-N ..n, 5- 10-PoinllOth"r 6 - 10-Poinl/Compcn�blt'fllW, 4 - 10-Polnl/ComJK"n:•bk- I - Permancn1 � 28. Annuitant Indicator I 27. FEGLI POSITION DATA f 34. Position Occupied l - ComJ)('tlth c Sen ke J - SES Gcner:111 2- Elct:pled Sc-nkc- � - SES Can.·cr Rc,cncd . 35. FLSA Category � 11-0010-001 �2� I [-[:t,l'mpl N- Noncu·mpl FULL TIME I -29. Pav Rate Oc1erminan1 I REGULAR RATE 0 I JJ. Part-Time Ilours Per Biweekly Pay Period 36. Appropriation Code 37. Bargaining Unit Status 1101-0000 8888 39. Duty Station (City - County - Stale or Overseas Location) 38. Duty Station Code I0IVA - I -32. Work Schedule F 40. Agency Data l2s. Agency Use � NOT APPLICABLE 30. Retirement Plan � 2 - ConJitt&n:111 J - Indefinite WASHINGTN-CSEM 4 . 1 1 42. 1 1 43. DC 1 44. PREFERENCE IS NOT APPLICABLE TO THE SENIOR EXECUTIVE SERVICE. APPOINTMENT IS ON A PROVISIONAL BASIS. YOU ARE ELIGIBLE FOR RETIREMENT COVERAGE AND FOR HEALTH BENEFITS AND LIFE INSURANCE. IF YOUR PERFORMANCE IS SATISFACTORY, AND YOU MEET ALL LEGAL, QUALIFICATIONS, AND OTHER APPLICABLE REQUIREMENTS, YOU MAY BE CONVERTED TO A NONTEMPORARY APPOINTMENT BEFORE THIS APPOINTMENT EXPIRES. APPOINTMENT AFFIDAVIT EXECUTED 01-31-2017. OPF MAINTAINED BY CSEMO, 810 VERMONT AVENUE NW, WASHINGTON, DC 20420. PAYABLE SALARY LIMITED TO $161366.4 BY 5 u.s.c. 5305 (Fl (OR OTHER STATUTORY AUTHORITY) TENURE AS USED FOR 5 u.s.c. 3502 IS NOT APPLICABLE TO THE SENIOR EXECUTIVE SERVICE. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: NONE. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS-FRAE. 50. Signature/Authcntica1ion and Tille of Appro\•ing Official 46. Employing Department or Agency DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAA 48. Personnel Office ID 1007 S-Pa,1 50-316 W,1AI\J AIVlt-t pVERSIGHT 49. Approval Dale 02/02/2017 ELECTRONICALLY SIGNED BY: TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Editions Prior to 7/91 Art Not Usable Arte-,·6/30/93 NSN 7540-01-JJJ-6238 VA-17-0566-A-000184 Standard Form 50 Rev. 7/91 U.S. Office of Personnel Management FPM Supp. 296−33, Subch. 4 NOTIFICATION OF PERSONNEL ACTION 1. Name (Last, First, Middle) 2. Social Security Number 3. Date of Birth 4. Effective Date SHULKIN,DAVID J 02/14/2017 J FIRST ACTION SECOND ACTION 5−B. Nature of Action 5−A. Code 6−B. Nature of Action 6−C. Code 6−D. Legal Authority 6−E. Code 6−F. Legal Authority CONV TO EXC APPT 570 5−C. Code 5−D. Legal Authority ZNM 38 USC 308 5−E. Code 5−F. Legal Authority 7. FROM: Position Title and Number 15. TO: Position Title and Number UNDER SECRETARY/HEALTH SECRETARY OF VA PD: 000001 POSITION: 90019733 PD: EX0014 8. Pay Plan 9. Occ. Code EX 6−A. Code 10. Grade or Level 11. Step or Rate 12. Total Salary 0602 I 12A. Basic Pay PHYS I I 00 12B. Locality Adj. $165,300.00 $202,200.00 I 13. Pay Basis $367,500.00 I 12C. Adj. Basic Pay $367,500.00 I PA EX 12D. Other Pay I 16. Pay Plan 17. Occ. Code I I 20A. Basic Pay $0 18. Grade or Level 19.Step or Rate 20. Total Salary/Award 0301 I 00 20B. Locality Adj. $199,700.00 $199,700.00 20C. Adj. Basic Pay $0 I 14. Name and Location of Position’s Organization 22. Name and Location of Position’s Organization VETERANS HEALTH ADMINISTRATION VHA OFFICE- UNDER SECRETARY FO WASHINGTON DC USA OFFICE OF THE SECRETARY OFFICE OF THE SECRETARY WASHINGTON DC USA 21. Pay Basis I PA 20D. Other Pay $199,700.00 I $0 EMPLOYEE DATAI 23. Veterans Preference 7 1 − None 2 − 5−Point 1 I25. 24. Tenure 5 − 10−Point/Other 6 − 10−Point/Compensable/30% 3 − 10−Point/Disability 4 − 10−Point/Compensable 0 − None 0 27. FEGLI I 1 − Permanent NOT APPLICABLE 9 ~ 31. Service Comp. Date (Leave) 32. Work Schedule 30. Retirement Plan • ~ F 26. Veterans Preference for RIF nn YES I 28. Annuitant Indicator ~ Agency Use 2 − Conditional 3 − Indefinite FULL TIME I I X NO 29. Pay Rate Determinant 0 I REGULAR RATE 33. Part−Time Hours Per Biweekly Pay Period I POSITION DATA 34. Position Occupied i2 35. FLSA Category 1 − Competitive Service 3 − SES General 2 − Excepted Service 4 − SES Career Reserved n E 36. Appropriation Code 37. Bargaining Unit Status 1101-0000 8888 39. Duty Station (City − County − State or Overseas Location) 38. Duty Station Code 11-0010-001 WASHINGTN-CSEM 41. 40. Agency Data 101VA E − Exempt N − Nonexempt 42. I DC 43. I I 44. I 45. Remarks APPOINTMENT IS INDEFINITE. APPOINTMENT AFFIDAVIT EXECUTED 02-14-2017. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: NONE. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS-FRAE. 46. Employing Department or Agency 50. Signature/Authentication and Title of Approving Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code 5−Part 50−316 48. Personnel Office ID 1N itn~ l:i /\\11[ f • VAAA ELECTRONICALLY SIGNED BY: 49. Approval Date 1007 02/17/2017 ~ TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Editions Prior to 7/91 Are Not Usable After 6/30/93 VA-17-0566-A-000185 NSN 7540−01−333−6238 Standard Form 50 Rev. 7/91 U.S. Office of Personnel Management FPM Supp. 296−33, Subch. 4 NOTIFICATION OF PERSONNEL ACTION 1. Name (Last, First, Middle) 2. Social Security Number 3. Date of Birth 4. Effective Date SHULKIN,DAVID J 02/14/2017 J FIRST ACTION SECOND ACTION 5−B. Nature of Action 5−A. Code 6−B. Nature of Action 6−C. Code 6−D. Legal Authority 6−E. Code 6−F. Legal Authority CONV TO EXC APPT 570 5−C. Code 5−D. Legal Authority ZNM 38 USC 308 5−E. Code 5−F. Legal Authority 7. FROM: Position Title and Number 15. TO: Position Title and Number UNDER SECRETARY/HEALTH SECRETARY OF VA PD: 000001 POSITION: 90019733 PD: EX0014 8. Pay Plan 9. Occ. Code EX 6−A. Code 10. Grade or Level 11. Step or Rate 12. Total Salary 0602 I 12A. Basic Pay PHYS I I 00 12B. Locality Adj. $165,300.00 $202,200.00 I 13. Pay Basis $367,500.00 I 12C. Adj. Basic Pay $367,500.00 I PA EX 12D. Other Pay I 16. Pay Plan 17. Occ. Code I I 20A. Basic Pay $0 18. Grade or Level 19.Step or Rate 20. Total Salary/Award 0301 I 00 20B. Locality Adj. $199,700.00 $199,700.00 20C. Adj. Basic Pay $0 I 14. Name and Location of Position’s Organization 22. Name and Location of Position’s Organization VETERANS HEALTH ADMINISTRATION VHA OFFICE- UNDER SECRETARY FO WASHINGTON DC USA OFFICE OF THE SECRETARY OFFICE OF THE SECRETARY WASHINGTON DC USA 21. Pay Basis I PA 20D. Other Pay $199,700.00 I $0 EMPLOYEE DATAI 23. Veterans Preference 7 1 − None 2 − 5−Point 1 I25. 24. Tenure 5 − 10−Point/Other 6 − 10−Point/Compensable/30% 3 − 10−Point/Disability 4 − 10−Point/Compensable 0 − None 0 27. FEGLI I 1 − Permanent NOT APPLICABLE 9 ~ 31. Service Comp. Date (Leave) 32. Work Schedule 30. Retirement Plan • ~ F 26. Veterans Preference for RIF nn YES I 28. Annuitant Indicator ~ Agency Use 2 − Conditional 3 − Indefinite FULL TIME I I X NO 29. Pay Rate Determinant 0 I REGULAR RATE 33. Part−Time Hours Per Biweekly Pay Period I POSITION DATA 34. Position Occupied i2 35. FLSA Category 1 − Competitive Service 3 − SES General 2 − Excepted Service 4 − SES Career Reserved n E 36. Appropriation Code 37. Bargaining Unit Status 1101-0000 8888 39. Duty Station (City − County − State or Overseas Location) 38. Duty Station Code 11-0010-001 WASHINGTN-CSEM 41. 40. Agency Data 101VA E − Exempt N − Nonexempt 42. I DC 43. I I 44. I 45. Remarks 46. Employing Department or Agency 50. Signature/Authentication and Title of Approving Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code 5−Part 50−316 48. Personnel Office ID 1N itn~ l:i /\\11[ f • VAAA ELECTRONICALLY SIGNED BY: 49. Approval Date 1007 02/17/2017 ~ TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Editions Prior to 7/91 Are Not Usable After 6/30/93 VA-17-0566-A-000186 NSN 7540−01−333−6238 Standard Form 50 Rev. 7/91 U.S. Office of Personnel Man9gcm<'nl FPM Sup1> 296-33, Sub J - SES Cen<'nl 2 - [,:wplc,,I 8',r,, kt .,I -SES C.uttr Rucncd I35. FLSA Category � . [- £,_rn1pl N - Nun�.\cmpl ���ft�s 4 1 4 . 1 42. I 43. 1 1 47. Agency Code - 36. Appropriation Code 37. 8:lrgaining Unit S1atus I I 01-0000 8888 44. 1 50. Signalure/Aulhenticalion and Tille of Approving Official DEPARTMENT OF VETERANS AFFAIRS - - I NOT-TO-EXCEED DATE FROM 02-20-2017. 46. Employing Deparlmenl or Agency VAAA FULL TIME ale Determinant REGULAR RATE � 33. Parr-Time llours Per C------Biweekly Pay Period 39. Duty St•lion (City - County - Stale or Overseas Location) WASHINGTN-CSEM DC 38. Duly Station Code I 1-0010-001 40. Agency Dala I0IVA F I POSJTION DATA Use 48. Personnel Office ID - 1007 - - S-Pa1150-316 '\l\..1/-\I /-\IVlrr pVERSIGHT ELECTRONICALLY SIGNED BY: 49. Approval Date I 02/08/2017 TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Editions Prior to 7/91 Are Nol Usa.ble Arce.- 6/30/93 NSN 75-ICHl1-333-6238 VA-17-0566-A-000187 Standard Form SO Re,·. 7/91 U.S. Office ofPersonnel Management FPM Supp 296-33 Subch 4 NOTIFICATION OF PERSONNEL ACTION I. Name (Last, first, Middle) I 2. Social Security Number __ TUCKER,BROOKS D -- ACTION ,, FIRST .. SECOND ACTION 5-A. Code 5-0. Nature of Action 5-C. Code Y9K 5-D. Legal Authority 6-C. Code 6-0. Legal Authority 5-f. Legal Authority 6-E. Code 6-f. Legal Authority EXT OF APPT NTE 760 6-A. Code 20-SEP-2017 SCH C, 213.3302(A). TEMP TRANSITIONAL SCHEDUL 5-E. Code 7. FROM: Posi1ion Title and Number SENIOR ADVISOR PD: TTC007 8. P•y Pion 9. Ocr. Code GS I 0301 15 128. Locality Adj. 12A. Basic Pay $127,864.00 I ,IO. Grade or Level/I I. Step or Rate $34,036.00 08 . Total Salary 13. Pay Oasis 1 PA r$161,900.00 llC. Adj. Bask Puy $161,900.00 14. Name and Location of Position's Organization 120. Olhcr r,y 1 $0 05/31/2017 6-B. Nature of Accion 1 S. TO: Position Title and Number SENIOR ADVISOR PD: TrC007 POSITION: 91393745 16. Pay Plan 17. 0cc. Code 18. Grade or Level 19.Sl

ency Use ;;:c:: lof~ 7 Not Annlicable 1 11 ; 33.Pan•Time Hours Per Biweekly PayPeriod 32. Work Schedule �- WASH INGTN-CSEM 42. 41. 1 1 REMARKS CONTINUED ONPAGE 2 46. Employing Depanment or Agency Depanment of Veterans Affairs Immediate Office of the Asst Secty for Congressional Affairs 49. Approval Date 08-17-2017 1 RATE Full Time 37. Bargaining Unil Status 36. Appropriation Code or 43. 1 44. 1 - Position Tille: Assistant Secretary. Office of Congressional and Legislative Affairs. The title will be corrected once it is built in the system. - Ineligible for leave. - Appointment is indefinite. - Appointment affidavit executed 08-11-20 I 7. 47. Agency Code 48. Personnel Office 1D 1007 VAKA 1 IV 19.Stcp/Ratc 1 j 20B. Locality Adj. 24. Tenure 2-Conditional � 0-Nonc 3-ln-PoinLIComprnuble 3 0- Non.· I -Pc-rm11n,·n1 l - CunJitkm:.il J- lmkfinltr 28. Annuitant Indicator I NOT APPLICABLE 9 F POSITION DATA 2 - Eittpled &;,r, kc- 35. FLSA Category J- SES Ccneni.1 � al -SES C,u"ttr Rrw-r,cJ ���ftE 4 E- £\lrmr,t N-Nonocinpt 1 4 . 1 42. 1 1 DEPARTMENT OF VETERANS AFFA1RS 5-Part 50-316 $0 I I FULL TIME I n ate Determinant r¥7 REGULAR RATE 33. Part-Time l lours Per BiwJ � 29. Pav Rate Dctcrminltnt I RKGULAR RATE 0 33. Parr-Time Hours Per Biweekly I Pay Period 36. Appropriation Code 37. Bargaining Unit Status 1101-0000 8888 39. Duty Station (City - County - Stale or Overseas Location) WASHINGTN-CSKM DC 43. 42. 4 . 1 1 E- Ewn,pl N-Nunurmpr I FULL TIME I 1 1 44. 1 FOR TEMPORARY APPOINTMENT: TO SERVE AS ADVISOR TO OEI ON STRATEGIC ENGAGEMENT AND COMMUNICATIONS. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: NONE. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS-FRAE. SO. Signature/Authentication and Tille of Approving Ofncial 46. Employing Department or Agency Dl!:PARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAA 5-Parl 50-316 48. Personnel Office ID 1007 ELECTRONICALLY SIGNED BY: 49. Approval Date 05/12/2017 TIA BUTLER EXKCUTIVK DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Editions Prior to 7/91 Are Not Usable Afler 6/30/93 NSN 7540--01-JJJ-6?38 VA-17-0566-A-000209 Standard Form 50 Rev. 7/91 U.S. Office of Personnel Management FPM Supp. 296−33, Subch. 4 NOTIFICATION OF PERSONNEL ACTION 1. Name (Last, First, Middle) 3. Date of Birth 4. Effective Date FUREIGH,BRANDON L 10/13/2017 FIRST ACTION SECOND ACTION 5−A. Code 5−B. Nature of Action 317 RESIGNATION 5−C. Code 5−D. Legal Authority RUM 6−A. Code 6−B. Nature of Action 6−C. Code 6−D. Legal Authority 6−E. Code 6−F. Legal Authority REG 715.202 OTHER 5−E. Code 5−F. Legal Authority 7. FROM: Position Title and Number 15. TO: Position Title and Number CONSULTANT PD: EF0000 8. Pay Plan 9. Occ. Code 10. Grade or Level 11. Step or Rate 12. Total Salary 0301 EF 12A. Basic Pay 00 12B. Locality Adj. $64.58 12C. Adj. Basic Pay $0 13. Pay Basis 16. Pay Plan 17. Occ. Code 18. Grade or Level 19.Step or Rate 20. Total Salary/Award 21. Pay Basis PH $64.58 00 12D. Other Pay $64.58 20A. Basic Pay 20B. Locality Adj. 20C. Adj. Basic Pay 20D. Other Pay $0 14. Name and Location of Position’s Organization 22. Name and Location of Position’s Organization OFFICE OF THE SECRETARY OFFICE OF THE SECRETARY WASHINGTON DC USA EMPLOYEE DATA 23. Veterans Preference 1 − None 2 − 5−Point 1 25. Agency Use 24. Tenure 3 − 10−Point/Disability 4 − 10−Point/Compensable 5 − 10−Point/Other 6 − 10−Point/Compensable/30% 0 − None 3 27. FEGLI 1 − Permanent 28. Annuitant Indicator 9 NOT APPLICABLE 31. Service Comp. Date (Leave) 32. Work Schedule 30. Retirement Plan F 26. Veterans Preference for RIF 2 − Conditional 3 − Indefinite FULL TIME YES X NO 29. Pay Rate Determinant 0 REGULAR RATE 33. Part−Time Hours Per Biweekly Pay Period POSITION DATA 34. Position Occupied 2 35. FLSA Category 1 − Competitive Service 3 − SES General 2 − Excepted Service 4 − SES Career Reserved E 36. Appropriation Code 37. Bargaining Unit Status 1101-0000 8888 39. Duty Station (City − County − State or Overseas Location) 38. Duty Station Code 11-0010-001 40. Agency Data E − Exempt N − Nonexempt WASHINGTN-CSEM 41. 42. 43. DC 44. 101VA 45 Remarks SF-8 ISSUED. SF 2819 WAS PROVIDED. LIFE INSURANCE COVERAGE IS EXTENDED FOR 31 DAYS DURING WHICH YOU ARE ELIGIBLE TO CONVERT TO AN INDIVIDUAL POLICY (NONGROUP CONTRACT). HEALTH BENEFITS COVERAGE IS EXTENDED FOR 31 DAYS DURING WHICH YOU ARE ELIGIBLE TO CONVERT TO AN INDIVIDUAL POLICY (NONGROUP CONTRACT). YOU ARE ALSO ELIGIBLE FOR TEMPORARY CONTINUATION OF YOUR FEHB COVERAGE FOR UP TO 18 MONTHS. REASON FOR RESIGNATION: 46. Employing Department or Agency 50. Signature/Authentication and Title of Approving Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAA 5−Part 50−316 48. Personnel Office ID 1007 ELECTRONICALLY SIGNED BY: 49. Approval Date 10/16/2017 TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Editions Prior to 7/91 Are Not Usable After 6/30/93 VA-17-0566-A-000210 NSN 7540−01−333−6238 Standard Form SO Rr,·. 7191 U.S. Office of Penonntl Manaz:tment FPM Supp 296-33 Subpropriation Code 37. Bargaining Unit Status FULL TIME 1104-1000 8888 39. Duty Slation (City - County - State or Overseas Location) WASHINGTN-CSEM DC 46. Employing Department or Agency 48. Personnel Office ID I 33. Parr-Time l lours rcr Biweekly Pay Period I 43. PAYABLE SALARY LIMITED TO $161366.4 BY 5 u.s.c. 5305(F} AUTHORITY} CREDITABLE MILITARY SERVICE: PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS- RAE, VAAA 21. Pay Basis 32. Work Schedule F JJ\iiel�TMENT IS INDEFINITE. 47. Agency Code $34,036.00 28. Annuitant Indicator I NOT APPLICABLE 9 POSITION DATA 4 I 24. Tenure 5- 10-Polnl/Ochl'r 6 - IO-Point/Com11l'n�bll•/J(W. 27. FEGLI 40. Agency Dala I0IVA 15 OFFICE OF THE SECRETARY ACCOUNTABILITY & WB PROTECTION WASHINGTON DC USA J - 10-Point/Diu.bilil) 4 - 10-Polnt/Compt."rt.Hbl" � 1 - c.,mpl"lilhll Stn kc 9.Sccp o,· Racc lO. Tocal Salary/A"ard 1 PA 11 08 l $161,900.00 200. Ocher Pay 208. Localily Adj. lOC. Adj. Bask Pai• GS EMPLOYEE DATA 23. Veterans 1 >refcrence 10/05/2017 6-1'. Legal Aulhority 22. Name and Location or Position's Organization OFFlCE OF THE SECRETARY OFFICE OF THE SECRETARY WASHINGTON DC USA 4. Effeclive Date 44. (OR OTHER STATUTORY OR FERS-FRAE. 50. Si�nature/Aulhentication and Tille of Approving Official 49. Approval Date 10/06/2017 ELECTRONICALLY SIGNED BY: TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Editions P.-ior co 7/91 A� Noc Usable Afltl' 6/30/93 NSN 7540--01-333-6238 VA-17-0566-A-000212 Standard Form 50 Rt-v.7/91 U.S. Offit't or Ptrsonnt-1 Managemtnl FPM Supp. 296-33, Sub--Polat/Compea;.hk 1-P�nNl■Ht "°"' 2-Co■llltiota•I l- l■deft.■lk- 197 NOT APPLICABLE 28. Annuitant Indicator I I 125. Agency Use 31. Service Comp. Date (Leave) 32.Work Schedule POSITION DATA ri7 tEl 34. Position Occupied 35. FLSA Category I - Com�dth·e Se n ltt · J -SES �■eral 2-bttpled&n'itt 4 -SES Carttr Rntn·N 29. Pay Rate Determinant 0 I REGULAR RATE I 33. Part-Time Hours Per Biweekly Pay Period 36. Appropriation Code 37. Bargaining Unit Slatus 1101-0000 8888 39. Duty Station (City - County - Slate or Overseas Location) 38. Duty Station Code WASHINGTN-CSEM 11-0010-001 1 43. 42. 41. 40. Agency Data I0IVA E-Eumpt N-Noaenmpt FULL TIME I 1 1 DC 44. 1 4 .H��ffiMENT IS ON A PROVISIONAL BASIS. YOU ARE ELIGIBLE FOR RETIREMENT COVERAGE AND FOR HEALTH BENEFITS AND LIFE INSURANCE. IF YOUR PERFORMANCE IS SATISFACTORY, AND YOU MEET ALL LEGAL, QUALIFICATIONS, AND OTHER APPLICABLE REQUIREMENTS, YOU MAY BE CONVERTED TO A NONTEMPORARY APPOINTMENT BEFORE THIS APPOINTMENT EXPIRES. APPOINTMENT AFFIDAVIT EXECUTED 02-06-2017. OPF MAINTAINED BY CSEMO, 810 VERMONT AVENUE NW, WASHINGTON, DC 20420. PAYABLE SALARY LIMITED TO $161366.4 BY 5 u.s.c. 5305(F) (OR OTHER STATUTORY AUTHORITY) FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: TBD. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS-FRAE. 50. Signature/Authentication and Tille of Approving Official 46. Employing Department or Agency DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAA 5-Part 50-316 48. Personnel Office ID 1007 ELECTRONICALLY SIGNED BY: 49. Approval Date 02/10/2017 TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Edilions Prior 10 7/91 Att Not Uublt Afftr6/30193 NSN 7540-01-333➔238 VA-17-0566-A-000214 Standard Form SO Rev. 7/91 U.S. Office or Personnel Management F'PM Supp 296-JJ Subrh 4 NOTIFICATION OF PERSONNEL ACT JON I. Name (Last, First, Middle) 1 -- FIRST ACTION _SECOND ACTION 5-A. Code 5-8. Narure of Ac1ion 6-A. Code 6-0. Nature of Action 5-C. Code 5-D. Legal Authority 6-C. Code 6-D. Legnl Authority 5-E. Code 5-F. Legal Authority 6-E. Code 6-F. Legal Aulhority REASSIGNMENT 721 V9M 5 U.S.C. 3395(0)(1) REASSIGN--SES NONCAREER. OPM FORM 1652 DATED 10-11-2017 ZLM 7. FROM: Position Tille and Number PD: 000460 ES 1 IO. Grade or L<>·e I. St

propria1ion Code 1 r.-E),,�ftljll 1750-1000 N- Noneu•mpl 0 I REGULAR RATE I 33. Part-Time llours Per Biweekly Pay Period 37. Bargainin� Unit Status 8888 39. Duty S1a1ion (City - County - Stale or Overseas Locaoion) 38. Duty Slalion Code 11-0010-001 WASHINGTN-CSEM 40. Agency Doto I0IVA I 32. Work Schedule I 1 4 . 1 42. 43. 1 1 DC 44. 1 45. Remarks 46. Employing Deparlment or Agency SO. Signa1ure/Au1hen1ica1ion and Tille of Approving Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAJC 5-Part 50-316 48. Personnel Office ID 1007 ELECTRONICALLY SIGNED BY: 49. Approval Dale 10/23/2017 TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Editions P.-ior to 7/91 Are Not Usable A(ter 6/30/93 NSN 7540-01-333-6238 VA-17-0566-A-000215 S1andard Form SO Re,·. 7/91 U.S. Office or Personnel l\htnagcmcnl FPM Supp 296-33 Subrh 4 NOTIFICATION OF PERSONNEL ACTION I. Name (LaSI, First, Middle) 4. Effective Date HUTTON,JAMES ERIC FIRST ACTION I SECOND ACTION 5-A. Code 5-B. Nature of Action 6-A. Code 6-Jl. Nature of Action 5-C. Code 5-D. Legal Authority 6-C. Code 6-D. Legal Authority 5-E. Code 5-F. Legal Authority 6-E. Code 6-F. Legal Authority CONV TO SES NONCAREER APPT 546 5 U.S.C. 3394(A). NON- CAREER SES APPT V4L 7. FROM: rosition Tille and Number DIRECTOR OF PUBLIC AFFRS PD: 811570 8. Pay Plan 9. 0cc. Code GS 1 12A. Basic Pay 1035 $114,040.00 �O. Grade or Lc,·cljl I. Step or Ratcll2. Total Salary I IS 128. Locality Adj. $30,905.00 I 04 J $144,945.00 12C. Adj. Basic Pay I $144,945.00 14. Name and Location of Position's Organization 1 13. Pay Basis 1 PA 120. Oth('r Pay $0 06/25/2017 IS. TO: rosition Tille and Number DIRECTOR OF PUBLIC AFFRS PD: 000460 POSITION: 90021839 16. P.1y Plan 17. 0cc. Code Ht Gude 01· L('\'CI 19.Sl('p or lbh.•120, Toi.ii Salary/Award ES 20A. Basic Pa) 1 1035 $158,400.00 00 208. Locality Adj. $0 1 00 1 I $158,400.00 1200 . o 1hcr Pay $ 20C. Adj. Basic Pay PA 0 $158,400.00 22. Name and Location of Position's Orgunization DEPUTY ASSISTANT SECRETARY FOR PUBLIC AFFAIRS DEP ASST SECYPUBLIC AFFS WASHINGTON DC USA 21. Pay Basis 1 DEPUTY ASSISTANT SECRETARY FOR PUBLIC AFFAIRS DEP ASST SECY/PUBLIC AFFS WASHINGTON DC USA EMPLOYEE DATA 27. FEGLI 24. Tenure U- Nont• 2 - Conlliliomd 0 I - Pe-rmllnt'flt J- hull'finik I 28. Annuitant Indicator � NOT APPLICABLE 5- 10-Poi.nt/Olher 6 - 10-Polnt/Con,pm�bk-/J0•/• J - 10-Polnl/Di.ubilil) ..I - IO-Polnt/Com�m11bll' I 32. Work Schedule F POSITION DATA 1 34. Position Occupied 38. Duty Station Code 11-0010-001 40. Agency Data I0IVA 4 r---::--i j Ii I J -SES c�•ne:nll ..I - SES Carttr Rucr"cll I 33. Part-Time Hours Per Biweekly ray reriocl 36. Appropriation Code 37. Bargaining Unit Status 1750-1000 8888 39. Duty Station (City - County - State or Overseas Location) WASHINGTN-CSEM DC 41. 1 E - E1en1r1 N - Non"1,t:'nlJII FULL TIME 29. ray Rate Determinant J REGULAR RATE 0 43. 42. 44. 1 1 1 ���ENT OF UNDERSTANDING SIGNED 6/2/2017. EMPLOYEE IS NOT ENTITLED TO PLACEMENT RIGHTS. VETERAN PREFERENCE IS NOT APPLICABLE TO THE SENIOR EXECUTIVE SERVICE. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: TBD. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS·FRAE. 46. Employing Department or Agency 50. Signature/Authcnticarion and Tille of Approving Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAJC 5-Pa11 50-316 48. Personnel Office ID 1007 ELECTRONICALLY SIGNED BY: 49. Approval Date 07/07/2017 TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO OT DESTROY Editions Prior to 7191 A� Not Usablt' Afltr 6/30/'JJ NSN 75-10-01-333-(;238 VA-17-0566-A-000216 S1�ndard Form SO Rev. 7/91 U.S. Office of Personnel Management FPM Supp. 296-33, Subrl 19.Sl

or Rate 20. Total Salary/Award ES 0301 1 00 20A. Busic Pay 208. Loc::ilily Adj. $179,700.00 $0 12 $179,700.00 22. Name and Location of Position's Organization OFFICE OF THE SECRETARY ACCOUNTABILITY & WB PROTECTION WASHINGTON DC USA 21. Pay Basis PA 1 l $179,700.00 20D. Other Pay 0C. Adj. Bask Pay 1 00 j $0 OFFICE OF THE SECRETARY OFFICE OF THE SECRETARY WASHINGTON DC USA EMPLOYEE DATA 27. FEGLI J - 10-PolnUllh•bllio, 4 - l&-Polnl/Compen:ablt.> Z - S-PoU'lt 24. Tenure � - IU-Polnt/Othu 6 - 10-Puint/Com�-n.,.bk/JIJ•;,, 0 34. Position Occupied I - Compditiu: St-rvi«- 2 - Eiccpled ScnK't' F 35. FLSA Category !El J - S£S Ci;nl'nil 4- SES Cuttr Rim·nr-J [- [u·nipl N- Nonc.\l•mpl 4 . 1 1 42. 1 1 46. Employing Department or Agency VAAA 5-ParC S0-316 33. Part-Time Hours Per Biweekly Pay Period 36. Appropri111ion Code 37. Bargaining Unit Status 1101-0000 8888 48. Personnel Office ID 1007 43. 44. 1 SO. Slgnacure/Authentication and Title of Approving Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code FULL TIME n ate Dcterminanl Foi REGULAR RATE 39. Duty Sta1ion (City - County - S1a1e or Overseas Location) WASHINGTN-CSEM DC 38. DutyStation Code 11-0010-001 45. Remarks n 32. Work Schedule POSITION DATA 40. Agency Data I0IVA I yUsc 2 - Condi1iu111o1I J - ln1knniu• 28. AnnuitaUI Indicator I NOT APPLICABLE 9 JO. Re1irement Plan � U·Non< I I - Pnm.6nl·nl ELECTRONICALLY SIGNED BY: 49. Approval Dale 03/08/2018 TRACEY THERIT ACTING EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Editions Prior lo 7/91 Arc Nol Usable Afler 6/J0/9J NSN 7540-01-333-6238 VA-17-0566-A-000223 Standard Form 50 Re,•. 7/91 U.S. Office of Personnel Management FPM Supp. 296-33, Sub. Other Pay $0 ES 20A. Basic Pay I - Non, ?- 5-Pulnt 0301 1 00 208. Lonlit)' Adj. I 24. Tenure 5 - 10-PoinllO1h("r 6 - 10-Polnl/CompenHbk-/J0¾ l - 10-Pou,l/rn .. ,miv -' - IO-Pulnl/Compm:11bk 0 0-Nont" I - P,·rmant-nt Z - C·e I. Step or Rate 12. Total Salary , 0301 GS 15 1 128. Locality Adj. 12A. Basic Pay $127,864.00 6-A. Code I 6-C. Code I 6-0. Legal Authority 6-E. Code 6-F. Legal Authority SECOND ACTION 5-A. Code l $161,900.00 l 08 $34,036.00 1 lC. Adj. Ba,k Pay 1 $161,900.00 I 13. Pay Basis 1 PA llD. Other Pay 14. Name and Location of Position's Organization $0 15. TO: Position Tille and Number SENIOR ADVISOR PD: TfC00I POSITION: 91393241 16. Pay Plan 17. 0cc. Code 18. Grad,• or Level 19.S>

proprialion Code 8001-0116 39. Oury Station (City - County - State or Overseas Location) WASHINGTN-CSEM DC 43. 1 46. Employing Department or Agency 47. Agency Code VATA 5-Pa,1 50-316 48. Personnel Office ID I007 Fo7atc Determinanl REGULAR RATE I 33. Par1-Time I-lours Per Biweekly Pay Period 37. Bargaining Unit Status 8888 44. SERVICE: NONE. CREDITABLE MILITARY SERVICE: PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, DEPARTMENT OF VETERANS AFFAIRS FULL TIME I 1 OR FERS-FRAE. 50. Signature/Aulhentication and Title of Approving Official 49. Approval Date 08/17/2017 ELECTRONICALLY SIGNED BY: TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Edilions Prior 10 7/91 Art Not Usable After 6/30/93 NSN 7540--0i-333-6238 VA-17-0566-A-000230 Standard Form SO Rtv. 7/91 U.S. Office of Personnel Management NOTIFICATION OF PERSONNEL ACTION fPM Supp 296-33 Sub•DluhUio, 2 -5-Poinf 24. Tenure 5 - 10-Polnt/Olht:r 6- 10-Plllnt/Compc-n�bk/J0•;. -4 - 10-Point/Compcn�ablc 0-Nunr � 1-r,irm:.1nt·n1 2 -Condiliunal J - lnddinilt· 197 NOT APPLICABLE 28. Annuitanl Indicator 30. Relirement Plan 125. Agency Use I 34. Position Occupied 1-Compclitl,·t-Senitt J -SES Cenc-ral 2 - [s.c..>plt-d Sen� 4- SES C•rttr ReM-nl'il 11-0010-001 33. Part-Time llours Per Biweekly P:.iy Period I 36. Appropriation Code 37. ll;.ugaining Unil Status 1101-I000 8888 [- l::u·m1,1 N - Nt>nf':u:·mrt WASHINGTN-CSEM 41. 40. Agency Data 4 I REGULAR RATE 39. Duty Station (City - County - State or Overseas Location) 38. D uty Station Code I0IVA 0 �FULL TIME 35. FLSA Category � 29. Pay Rate Determinant 32. Work Schedule POSITION DATA � I 1 42. 1 1 43. DC 44. 1 s �2� SERVICE: NONE. CREDITABLE MILITARY SERVICE: TBD. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS-FRAE. 46. Employing Department or Agency 50. Signature/Authentication and Title of A1>proving Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAA S-Pm1 50-316 48. Per sonnel Office ID 1007 ELECTRONICALLY SIGNED BY: 49. Approval Date 04/03/2017 TIA BUTLER EXECUTIVE OIRECTOI{ 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Editions Prior to 7/91 Art Not Usable Afltr 6/J0/93 NSN 7540--01-333--6238 VA-17-0566-A-000233 Stand11rd Form 50 Rev. 7/91 U.S. Offic(" of Personnel Manag("mCnl FPM Supp 296-33, Subch. 4 NOTIFICATION OF PERSONNEL ACTION I. Name (Last, First, Middle) 3. Date of Hirth 1 SELNICK,DARIN SCOTT FIRST ACTION 5-B. Nature of Action 6-A. Code 6-B. Nature of At1ion S-C. Code V4M 6-C. Code S-D. Legal Authority 5 U.S.C. 3394(A) LIMITED TERM. SES LTD TERM APF 6-D. Legal Authority S-E. Code EXT OF SES LIMITED APPT NTE PD: ESil02 8. P•y Plan 9. 0cc. Code 1 0301 ES 12A. B1uic Pay $I 65,000.00 14-APR-2017 6-E. Code S-F. Legal Authority 7. FROM: Position Tille and Number SENIOR ADVISOR r O- Grade 01· Level 00 128. Locali1y Adj. $0 Il . I 13. Pay Buis 1 PA SJ

I 24. Tenure 0-Non" 0 1- P..,rm'-ln\·nl 5- IO-Poin1/O1hn 6- 10-Point/Compt'n�bll.'fJO•I• 27. FEGLI Z - Contlifion11I J- lntldinlll' 28. A nnuirant Indicator � NOT APPLICABLE F POSITION DATA J- SES Ct-nt·nd " - SES Cal"l."'t'r Rell'n-�d 38. Duty Station Code 11-0010-001 40. Agency Data I0IVA 141. 200. Other Pay 1 $0 20C. Adj. Bask Pay $165,000.00 I I I /25. Agency Use JS. FLSA Category � I 1 42. I!. E-E\\·m111 j N - Ncmt•u•mpl 26. Veterans Preference for RJF �ate Determinant I REGULAR RATE O JJ. Part-Time Hours Per Biweekly Pay Period I 31. Service Comp. Date (Leave) 32. Work Schedule 34. Position Occupied 21. P Basis ;: 1 OFFICE OF THE SECRETARY OFFICE OF THE SECRETARY WASHINGTON DC USA EMPLOYEE DATA� � 03/16/2017 SECOND ACTION S-A. Code 762 4. Effective Date I FULL TIME 36. Appropria1io11 Code I 37. Bargaining Unil Status 8888 1101-0000 39. Duty Sta lion (City - County - Stale or Overseas Location) WASHINGTN-CSEM DC 143. �l.f�m PREFERENCE IS NOT APPLICABLE TO THE SENIOR EXECUTIVE SERVICE. TENURE AS USED FOR 5 U.S.C. 3502 IS NOT APPLICABLE TO THE SENIOR EXECUTIVE SERVICE. 46. Employing Department or Agency DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAA 5-Pa,, 50-316 48. Personnel Office ID 1007 SO. Sii;nature/Aulhcntication and Tille or Approving Official 49. Approval Date 03/10/2017 ELECTRONICALLY SIGNED BY: TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Editions Prior 10 7/91 Are Nol Usable Ar1e-r 6/30/93 NSN 7540-0I-J33-6238 VA-17-0566-A-000234 Standard Form SO Re,,. 7/91 U.S. Offic£• or Personnel Managcmcnl FPM Supp. 296-JJ, Subch. 4 NOTIFICATION OF PERSONNEL ACTION I I.Name (Last, First, Middle) SELNICK,DARIN SCOTT FIRST ACTION SECOND ACTION 5-A.Code 5-B. Nature of Action 5-C. Code V4M 6-A.Code 6-B. Nature of Action 5-0. Legal Authority 6-C. Code 6-0. Legal Aulhorily 5-F.Legal Authority 6-E. Code 6-F. Legal Authority EXT OF SES LIMITED APPT NTE 762 I S-MAR-2017 S U.S.C. 3394(A) LIMITED TERM. SES LTD TERM APF 5-E.Code 7. FROM: Position Title and Number SENIOR ADVISOR �I - PD: ESI102 8. Pay Plan O«. Code ES 0301 12A. Basic Pay $165,000.00 I 10. Grade or Le,•<1 1 I. Step 01· Rate 12. Total Salary 1 00 128. Locality Adj. $0 l $165,000.00 1 00 'ZC. Adj. Bask Pay $I65,000.00 14. Name and Location of Position's Organization I 13. Pay Basis 1 PA 120. Other Pay $0 4. Effective Date 02/14/2017 15. TO: Position Title and Number SENIOR ADVISOR PD: ESII02 POSITION: 91393740 16. Pay Plan 17. 0<<. Code 18. Grad< or Le,•d 19.StcJ> or Ratc 20. Total Salary/Award ES 20A. Busic P11y I 0301 00 20B. Locality Adj. $165,000.00 I 1 00 $0 l $165,000.00 20C. Adj. Dasi< Pay 200. Other Pay $165,000.00 1 22. Name and Location of Position's Organization OFFICE OF THE SECRETARY OFFICE OF THE SECRETARY WASHINGTON DC USA 21. Pay Basis 1 PA $0 OFFICE OF THE SECRETARY OFRCE OF THE SECRETARY WASHINGTON DC USA EMPLOYEE DATA 2 - 5-Point 24. Tenure 5 - 10-Poinl/Olhtr 6- 10-Polnt/Comrw-'fl!Ulbk:/JU•t, J-10-P,;nuDl�bllllY ,. - 10-Polnl/Comrm:abk- �0-N••• I - Pnm11n,·111 2 - C1.1nt.li1i1m»I J - lnddinill' 197 28. Annuitant lndicalor NOT APPLICABLE l'1 125. Agency Use I I 29. Pa,y Rate Determinant I REGULAR RATE 0 32.Work Schedule POSITION DAT A 34. Position Occupied � I - Compt'liliH·&n·k e J - SES G�ni:-ral 2 - E,ttpll'd Sen i('(' _. - S[S C11n.-er Rl'M.'ned 35. FLSA Ca1egory !El 4v��m I 36. Appro1,ria1ion Code 37. Bargaining Unit SrnlUs 1101-0000 8888 39. Duty Station (City - County - Slate or Overseas Location) WASHINGTN-CSEM DC 38.Duty Station Code 11-0010-001 40. Agency Data I0IVA [- E,..:mpl N-N(ln,n('mµ1 33. Parr-Time Hours Per lliweekly Pay Period FULL TIME 41. 1 42. 1 1 43. 1 44. PREFERENCE IS NOT APPLICABLE TO THE SENIOR EXECUTIVE SERVICE. TENURE AS USED FOR 5 u.s.c. 3502 IS NOT APPLICABLE TO THE SENIOR EXECUTIVE SERVICE. 46. Employing Department or Agency 50. Signature/Au1he111ica1ion and Tille of Approving Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAA 5-Part 50-316 48. Personnel Office ID 1007 ELECTRONICALLY SIGNED BY: 49. Approval Oa1e 02/10/2017 TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy- Long-Term Record - DO NOT DESTROY Editions Prior to 7/91 Are Not Usable Arce•J' 6/30/93 NSN 7540-01-333-6238 VA-17-0566-A-000235 Standard Form SO Rev. 7/91 U.S. Offic-c of Personnel Management FPM Supp.296-JJ, Subch. 4 NOTIFICATION OF PERSONNEL ACTION I I. Name (Last, first, Middle) SELNICK,DARIN SCOTT FIRST ACTION SECOND ACTION 5-A.Code 5-8. Nature of Action 6-A.Code 6-8. Nature of Action 5-C.Code V4M 6-C. Code 5-D. Legal Authority 5 U.S.C. 3394(A) LIMITED TERM. SES LTD TERM APF 6-D. Legal Au1hori1y PROVISIONAL APPT NTE 190 13-FEB-2017 5-f. Legal Aulhority 5-E.Code r· 6-E.Code 7.FROM: Position Tille and Number 8. Pay Plan O«. Code 19" I ?A. Basic Pay Grade or l..evcl l I. Step 01' R•te 12. Total Salary 128. Locality Adj. , l 1 lC. Adj. Bask Pay 1 1 I 13. Pay Basis 1 120. Olhcr Pay 4. Name and Location of Position's Organization 01/23/2017 6-F. Legal Authority 15.TO: Position Tille and Number SENIOR ADVISOR PD: ESll02 POSITION: 91393740 16. Pay Plan O«. Code 18. Grade or Level 19.Strp o,· Rat I "· ES 00 0301 20A. Basic Pll_\' 208. L-Oc-ality Adj. $165,000.00 I 1 00 $0 O. Tot,I Salary/A"ard I T $165,000.00 zoc. Adj. Bask Pay $165,000.00 22. Name and Localion of Position's Organization ll. Pay Basis I PA 200. Olhcr Pay $0 OFFICE OF THE SECRETARY OFFICE OF THE SECRETARY WASHINGTON DC USA EMPLOYEE DATA 23. Veterans Preference 27.FEGLI 4.Effective Dare 5-rolnl I 24.Tenu re 5 - IO-Polnl/01h"r 6 - 10-Polnl/Compm'Mbk/JIW. J - IO-Pobu/Ob11bility -4 - 10-Polnl/Compcn.sabk 0 9I 0-Nm I - P,•rn1:.1,nt-n1 2 - C6mlitiun11I J - lnddinilt· 28. Annuitant lndicaror NOT APPLICABLE I I 32. Work Schedule F 34. Position Occupied r-;---i2I-- Comp('litht Scnkt C.ttpttd Scn k't' 38. Duty Sralion Code 35. fLSA Category J - SES Gcncnl -4-SES Cuttr Rt�nt'd � 1 4 . 1 N - Nont,:i:m1,1 FULL TIME 29. Pal' Rare Oeterminanl I REGULAR RATE 0 33. Pari-Time Hours Per Biweekly Pay Period I 36. Appropriation Code 37. Bargaining Unil Status I101-0000 8888 39. Duty S1a1ion (City - County - S1a1e or Overseas Location) WASHINGTN-CSEM DC 11-0010-001 40. Agency Data I0IVA [- [U'mpl I j2s. Agency Use 42. 43. 1 1 44. 1 ���� PREFERENCE IS NOT APPLICABLE TO THE SENIOR EXECUTIVE SERVICE. APPOINTMENT IS ON A PROVISIONAL BASIS. YOU ARE ELIGIBLE FOR RETIREMENT COVERAGE AND FOR HEALTH BENEFITS AND LIFE INSURANCE. IF YOUR PERFORMANCE IS SATISFACTORY, AND YOU MEET ALL LEGAL, QUALIFICATIONS, AND OTHER APPLICABLE REQUIREMENTS, YOU MAY BE CONVERTED TO A NONTEMPORARY APPOINTMENT BEFORE THIS APPOINTMENT EXPIRES. APPOINTMENT AFFIDAVIT EXECUTED 01-23-2017. OPF MAINTAINED BY CSEMO, 810 VERMONT AVENUE NW, WASHINGTON, DC 20420. TENURE AS USED FOR 5 u.s.c. 3502 IS NOT APPLICABLE TO THE SENIOR EXECUTIVE SERVICE. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: TBD. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS-FRAE. 46. Employing Department or Agency 50. Signature/Authentication and Title of Appro\'i11g Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAA 5-Part 50-316 48. Personnel Office ID 1007 ELECTRONICALLY SIGNED BY: 49.Approval Dale 02/02/2017 TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY [dilions Prior to 7/91 Are Not Usablt After 6/30/93 NSN 7540--0I-JJ3�2J8 VA-17-0566-A-000236 Standard Form SO Rev. 7/91 U.S. Office or Personnel Managiment FPM Supp 296-33 Subn1111blc/l-0"1. J • 11>-Polnl/O;.,blll" 4 - 10-PolnlJCom�n:abk- 42. 43. 1 1 DC 144. I PREFERENCE IS NOT APPLICABLE TO THE SENIOR EXECUTIVE SERVICE. APPOINTMENT AFFIDAVIT EXECUTED 06-14-2017. OPF MAINTAINED BY CSEMO, 810 VERMONT AVENUE NW, WASHINGTON, DC 20420. TENURE AS USED FOR 5 u.s.c. 3502 IS NOT APPLICABLE TO THE SENIOR EXECUTIVE SERVICE. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: TBD. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS·FRAE. 46. Employing Department or Agency 50. Signature/Authentication and Tille of Appro\'ing Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAJA 5-Pat·t 50-316 48. Personnel Office ID 1007 ELECTRONICALLY SIGNED BY: 49. Approval Dale 06/14/2017 TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy. Long-Term Record - DO NOT DESTROY Editions Prior to 7/91 Art Not lJsablt Afttr 6/30/93 NSN 7540-01-JJJ--6238 VA-17-0566-A-000239 S1andard Form SO Re,•, 7/91 U.S. Office or Personnel Managcmcn1 FPM Supp 296-JJ Sub1n�•nl 2 - CunJiltun11I J - l 11 Jdinlf,, 28. Annuitant lndicalor I NOT APPLICABLE 9 I I 32. Work Schedule F POSITION DATA 34. Position Occupied 35. F'LSA Category -----:----7 E-Enni111 h. I N - Nonucn1pt J-SESGmenl ._. - SES C11n.-er Rt>W"nttl 38. Duty Station Code 11-0010-001 40. Agency Data I0IVA 4 FULL TIME 26. Veterans Preference for RI f I 29. Pav Rate Determinanl 0 REGULAR RATE I 33. Par1-Time I lours Per Biweekly Pay Period 36. A1>1>ropriatio11 Code 37. Bargaining Unit Status 1702-1000 8888 39. Duty Station (City - County - State or O,·erseas Location) WASHINGTN-CSEM DC 43. 1 42. 4 . 1 1 I l2s. Agency lJsc 1 44. 1 l��i11TMENT IS INDEFINITE. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: NONE. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS-FRAE. 50. Signature/Authentication and Title of Approving Official 46. Employing Department or Agency DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAJA S-Pa11 50-J 16 48. Personnel Office ID 1007 ELECTRONICALLY SIGNED BY: 49. Approval Date 01/22/2018 TIA BUTLER li:XECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Edi1ions Prior 10 7191 Are Nol Usable A(1e1· 6/30193 NSN 7540-0I-JJJ-ji2J8 VA-17-0566-A-000243 Standard Form SO Rev. 7/91 U.S. Office of Personnel Managcmcnl FPM Supp 296-33, Subropriation Code 37. Bargaining Unit Status 39. Duty Station (City - County - State or O,·erseas Location) WASHINGTN-CSEM 0 32. Work Schedule I F FULL TIME 1101-0000 N - Nonr.u·m 1,1 I !2s. Agency Use DC 1 8888 44. 4 a §"/.!� rf�SUED. SF 2819 WAS PROVIDED. LIFE INSURANCE COVERAGE IS EXTENDED FOR 31 DAYS DURING WHICH YOU ARE ELIGIBLE TO CONVERT TO AN INDIVIDUAL POLICY (NONGROUP CONTRACT). HEALTH BENEFITS COVERAGE IS EXTENDED FOR 31 DAYS DURING WHICH YOU ARE ELIGIBLE TO CONVERT TO AN INDIVIDUAL POLICY (NONGROUP CONTRACT). YOU ARE ALSO ELIGIBLE FOR TEMPORARY CONTINUATION OF YOUR FEHB COVERAGE FOR UP TO 18 MONTHS. REASON FOR RESIGNATION: PRIVATE INDUSTRY. SO. Signatun•/Aulhcnlkation and Tille of ApprO\'ing Official 46. Employing Department or Agency DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAA 5-Part 50-316 48. Personnel Office ID l007 49. Approval Dale 10/16/2017 ELECTRONICALLY SIGNED BY: TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy- Long-Term Record - DO NOT DESTROY Edi1ions Prior lo 7/91 Arc Not Usable Afler 6/30/93 NSN 7540-01-JJJ--{;238 VA-17-0566-A-000248 S1andard Form SO Rt\'. 7/91 U.S. Office or Personnd Managemenl FPM Supp 296-33 Subch 4 NOTIFICATION OF PERSONNEL ACTION I. Name (Last, First, Middle) I LUKACH,MICHAEL A _flRST ACT!_ON CONY TO EXC APPT 570 5-C. Code Y7M 5-F. Legal Authority OPM FORM 1019 DATED 06-14-2017 7. FROM: Position Tille and Number SPECIAL ASSISTANT I PD: TTC005 8. Pay Plan 9. 0cc. Code 12A. Basic Pay 0301 $110,584.00 ro. II c .. d, 01· Level I. Step or R•1< 12. Total Salary 15 128. Localiry Adj. $29,968.00 I 03 1 $140,552.00 12C. Adj. Basic Pay $140,552.00 14. Name and Location of Position's Organization 6-A. Code 6-8. Nature of Action 6-E. Code 6-F. Legal Au1hority 6-C. Code 5-D. Legal Authority SCH C, 213.3301 5-E. Code ZLM GS SECOND ACTION 5-0. Nature of Aclion S-A. Code 13. Pay Basis 1 PA 120. Other Pay 1 $0 OFFICE OF THE SECRETARY OFFICE OF THE SECRETARY WASHINGTON DC USA 15. TO: Position Title and Number SPECIAL ASSISTANT PD: TTC005 POSITION: 91430309 16. Pay Plan 17. Ore. Code 18. Crud,• or Lcnl 19.Stcp or Ratc 20. Total Salary/Anard GS 15 1 0301 20A. Bask l'ay $110,584.00 $29,968.00 2UU. LoealiC) Adj. 0-N•n< I I - P�•rm,m,·nl ? - Cunllillon11I J - JnJl•finih- 28. Annuitant lndicalor NOT APPLICABLE 3 197 32. Work Schedule F POSITION DATA 34. Position Occupied � I - Compf.'lithc Senkc- 2-£>.1.'eJll«t�nitt 38. Duty Stalion Code I 1-0010-001 40. Agency Data I0IVA 4 !El J - SES G,·ncnil 4 - SES Can't"r lk�cn t'J 4 . 1 1 42 I FULL TIME 1101-0000 39. Dul)• Station (City - County - Stale or O\'erseas Location) WASHINGTN-CSEM DC N- Noru.•.\rmpl 43. 1 1 . 03 I r�!!�y 36. Appropriarion Code [- fat'ftlfll 1 22. Name and Loca1io11 of Position's Organization 24. Tenure 5- 10-Poinl/Othcr & - IO-PoinLIContpt:'ft1.111bkl30•/• l - 10-Polnlll);.,blll� 4 - ID-Point/Compen�bk> 06/15/2017 6-D. Legal Authority OFFICE OF THE SECRETARY OFFICE OF THE SECRETARY WASHINGTON DC USA EMPLOYEE DATA 4. Effecti\'C Date j $140,552.00 20C. Adj. Bask l'•y $140,552.00 Use r· 200. Other Pay 1 $0 Pay Basis PA ate Determinant � REGULAR RATE JJ. Parr-Time I- l ours Per Biweekly Pay Period n 37. Bargaining Unit Status 8888 44. 1 $.i�\iiel�TMENT IS INDEFINITE. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: NONE. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS-FRAE. 46. Employing Department or Agency DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAAA 5-Pa11 50-316 48. Personnel Office ID 1007 49. Appro\'al Date 09/19/2017 50. Signature/Authentication and Title of A1 1proving Official ELECTRONICALLY SIGNED BY: TIA BUTLER EXECUTIVE DIRECTOR 2 - OPF Copy - Long-Term Record - DO NOT DESTROY Edilions P1·io1· to 7/91 Are Not Usable Ar,,.- 6/J0/93 NSN 7540--0l-3334i238 VA-17-0566-A-000249 Srnndurd Form SO Re,•. 7/91 U.S. Office or Personnel Management FPM Supp 296-33 Subch 4 NOTIFICATION OF PERSONNEL ACTION I I. Name (Last, Firsl, Middle) LUKACH,MICHAEL A FIRST ACT!ON SECOND ACTION 5-A. Code 5-0. Nature of Aclion 5-C. Code 5-D. Legal Auchoriey 5-E. Code 5-F. Legal Aulhorily EXT OF APPT NTE 760 Y9K 17-SEP-2017 SCH C, 213.3302(A). TEMP TRANSITIONAL SCHEOUL 7. FROM: Position Tille and Number PO: TTC00S 1 0301 GS 12A. Basic Pay $I I 0,584.00 I 10. Grad< or L<>·• I. Sl

.t:mjll I 42. 1 1 43. 44. 1 li!\S��TMENT IS INDEFINITE. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: NONE. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, FERS-RAE, OR FERS·FRAE. 46. Employing Department or Agency 50. Signutun:/Aulhl'nlication and Tille of Approvin� Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code VAJA 5-Part 50-316 48. Personnel Office ID 1007 ELECTRONICALLY SIGNED BY: 49. Approval Dale 01/22/2018 TIA BUTLER EXECUTIVE DIRECTOR 2 • OPF Copy· Long-Term Record· DO NOT DESTROY Editions Pr-io1· (O 7/91 Are Nol Usable Arter 6130/93 NSN 7540-01-333-6238 VA-17-0566-A-000252 Standard Form SO Re,·. 7/91 U.S. Office or Personnel Managem<'nt FPM Supp 296-JJ Sub41bk/J0•/4 2 - ConJiliun11I J - lndl•rmill' 197 NOT APPLICABLE 28. Annuitant Indicator 125. Agency Use I 32. Work Schedule 34. Position Occupied I - Compdilhe St-rrkt" 33. Parr-Time I-lours Per Biweekly Pay Period I 36. Appropriation Code 37. Bargaining Unil Status Z - £,,ccplcd Sen itt 38. Oury Station Code 1702-1000 8888 35. FLSA Category !El J - SES Cntl'nll -' - SES Can:cr Rl'M-nl'J IOIVA 4 [- E�l'mpl N - Nonl!.\t•mpl 39. Duty Station (City - County - Sraie or Overse,is Location) 11-0010-001 WASHINGTN-CSEM 40. Agency Data 1 4 . 1 42. DC 43. 1 1 1 Al�\5�fi:!ITMENT IS INDEFINITE. APPOINTMENT AFFIDAVIT EXECUTED 05-10-2017. FROZEN SERVICE: NONE. CREDITABLE MILITARY SERVICE: TBD. PREVIOUS RETIREMENT COVERAGE: PREVIOUSLY COVERED. EMPLOYEE IS AUTOMATICALLY COVERED UNDER FERS, PERS-RAE, 46. Employing Department or Agency VAJA S-Pa11 50-3 I 6 48. Personnel Office ID 1007 44. OR FERS·FRAE. 50. Signalure/Aulhcnliralion and Title of Appro\'ing Official DEPARTMENT OF VETERANS AFFAIRS 47. Agency Code 29. Pay Rate Determinant I REGULAR RATE 0 �FULL TIME: POSITION DATA � I ELECTRONICALLY SIG ED BY: 49. Approval Date 05/12/2017 TIA BUTLER EXECUTIVE DIRECTOR 2 • OPF Copy - Long-Term Record - DO NOT DESTROY Editions Prior lo 7191 A1·t Not Usable Af1r1· 6/30/93 NSN 7540-0 I -333-6238 VA-17-0566-A-000253 MATTHEWS. COLLIER [Exemption 6] [Exemption 6] EDUCATION -United States Military Academy, West Point, New York -Bachelor of Science in Engineering. Division I NCAA Varsity Ice Hockey. -Harvard University, Cambridge, Massachusetts -Master of Public Administration. Degree included coursework completed at the Harvard Business School. PROFESSIONAL EXPERIENCE 2006 -2008, 2011 - 2014 THE COLLIER COMPANY - Leadership and Business Operations Consultant/ Speaker on Leadership Thousand Oaks, California PRESIDENT -Advise clients regarding leadership and business operations issues, primarily in technology and software companies. Past and present clients include: Insight Venture Partners, Symark Software, Amonix, Influx Ventures, Perani's Hockey World, Corridor Capital, U.S. Industrial Tool & Supply, Arvan, Inc., SoftTech Health, and CEPartner. -Served as Senior Advisor with West End Partners, a comprehensive Strategic Advisory, Implementation, and Financial Restructuring Company based in Santa Barbara, California; served on Senior Advisory Board for Influx Ventures, Inc. 3riodic Speaker on Leadership at various U.S. Universities and other venues. -Investigate potential acquisitions. 2008 -2010 BEYONDTRUST SOFTWARE (formerly Symark Software) Agoura Hills, CA EXECUTIVE VICE PRESIDENT, WORLDWIDE FIELD OPERATIONS $40M private software company that develops and manufactures security-based software for World 1000 companies. Primary markets include finance, defense, pharmaceutical, energy, manufacturing and technology companies. Responsible for company sales, marketing, technical support, and strategic adviser to CEO. -Achieved YOY (2008 to 2009) new software sales increase of 38% ($15.2M to $20.9M). -Crafted 2009 strategic plan for company. Significant sales increase was a direct result of implementing and executing recommended fundamental changes in product mix and sales segmentation. -2009 sales increase resulted in an EBITDA YOY increase of 26%, and an EBITDA margin of 36%. -Introduced numerous metrics specifically designed to better understand, evaluate and take action on Sales, Marketing and Tech Support trends. -Increased number of raw leads (2008 to 2009) YOY by 61%. -Steadily built significant brand and market segment awareness through a multitude of ads, seminars, webcasts, tradeshows, product launches, whitepaper campaigns, press releases, articles, and analyst sessions; as well as the introduction of Twitter, Linkedln and Wikipedia to the company. -Progressively increased YOY company web-site traffic: Overall hits up 76%; new visitors up 59%; and returning visitors up 19%. ,Jlaintained excellence in customer service/support as demonstrated by a 93% software retention rate; achieved in part through implementation of new customer web portal, and by closely monitoring newly executed tech support customer response time data and satisfaction measurements. AM::=RICA\J pVERSIGHT VA-17-0566-B-000001 2005-2006 ELECTRONIC SENSOR TECHNOLOGY (EST) Newbury Park, California PRESIDENT & CEO, DIRECTOR Publicly traded company that develops and manufactures "electronic nose" devices. Using gas chromatography, sensing instrument analyzes and identifies chemicals, vapors, or toxins in -10 seconds, with up to part-per-trillion accuracy. Worldwide applications include security, defense, first-responders, food and beverage, chemical/petrochemical, environmental, and life science markets. -Led turnaround of company by increasing sales from $SOOK in the first half of 2005, to a $5M backlog within first four months of becoming Chief Executive Officer. -After 10 consecutive years of earnings losses, achieved profitable monthly run-rate within four months as CEO. -Boosted manufacturing capability more than seven-fold within five months of arrival. -Created/implemented successful funding strategy - culminating in "PIPE" investment of $7M in capital funding for EST within six months as CEO. 1995-2005 DON SOENEN GROUP Ann Arbor, Michigan (HQ) Privately held group of 5 companies, including Sensors, Inc., SAFER Systems Software, and SAFER RMP (listed below). 1997-2005 SAFER SYSTEMS SOFTWARE (SOENEN GROUP) Camarillo, California PRESIDENT & CEO / MINORITY OWNER, DIRECTOR Private company that manufactures emergency response software for international governmental applications, an, for the global chemical, petrochemical, and transportation industries. Customers included four of current top 10 Fortune companies (Exxon-Mobil, GE, ChevronTexaco and ConocoPhillips), as well as DuPont, Dow, all seven major North American Railroads, NASA, and many state, provincial, and federal governments around the world. Offices in U.S., Canada, and Europe. -Reversed five years of earnings losses with aggressive turnaround measures resulting in average of -20% EBITDA margin per year. -Maintained customer retention rate at steady 97%. -Nearly quadrupled annual sales to almost $5M, while sustaining profitability. -Increased value of company by -750%. -President of SAFER RMP 1997-1998 until merged with SAFER Systems after one year of operation in Waupaca, Wisconsin. -Acquired significant interest in company, 2003. Sold interest in company, 2005. 1995 -1997 SENSORS, INC. (SOENEN GROUP) Ann Arbor, Michigan VICE PRESIDENT, ENGINEERING Private company that manufactures infrared (NDIR) and optics-based emissions measurement instruments using UV spectroscopic analysis (and other technologies) into world automotive test and automotive maintenance OEM market. Responsible for design, engineering (performance and assembly engineering), maintenance, and launch of all products. -Major role in leading company, and in doubling annual sales from $14M to $27M. -Promoted by Owner/CEO of Sensors, Inc. to lead and run two newly acquired companies, SAFER Systems and SAFER RMP International, as President of both organizations. AMERICAN PVERSIGHT VA-17-0566-B-000002 1994 - 1995 WILLETT AMERICA, INC. Atlanta , Georgia ''3TRIBUTOR SALES MANAGER, UNITED STATES UK-based company specializing in the sale of advanced coding and labeling machinery for use in packaging industry . Responsible for development of distributor network in the United States. Member of Willett America Executive Board with key roles in strategic planning , business development , and overall leadership of company . -Tripled annual U.S. distributor sales from approximately $1 M to over $3M in less than a year. 1993-1994 THE COLLIER COMPANY Cambridge , Massachusetts PRESIDENT Consulting enterprise specializing in creative economic development solutions , as well as business and leadership innovation . Clients included Harvard University and the Ford Foundation . 1987 - 1991 CITY OF FLINT, MICHIGAN Flint, Michigan MAYOR & CHIEF EXECUTIVE OFFICER Elected as youngest Chief Executive ("strong '' Mayor) of a major U.S. city . Led and managed city of 150,000 residents , -3 ,800 employees , and 22 direct-reports . Direct P&L responsibility for annual budget of ~$400M. 'ithin first six months in office, eliminated threat of bankruptcy and $4M City of Flint deficit. -forged alliance with General Motors to convert a soon to be closed automobile plant into GM's $110M , 1.25 million ft2 "Great Lakes Technology Center." This became the largest technology center under one roof in North America . This unique business-government venture resulted in over 7,000 new private sector jobs for Flint. -Previously identified as the highest unemployment rate in the U.S., achieved a 50% decrease in Flint area unemployment over four years as Mayor and Chief Executive Officer . -Labeled as the "most dangerous city in America ," based on FBI statistics just prior to my term in office , realized a steep drop in serious crime according to the FBI; undergoing an unprecedented reduction in serious crime in every successive quarter over the entire four year term as Mayor/CEO . -Gained perspective, education , and hands-on media relations experience while managing day-to-day local, national , and international press ; successfully mitigated largely untrue, negative , and massive unwanted media attention toward Flint - as generated by the film, Roger & Me. Flint, Michigan/Washington, D.C. CHIEF OF STAFF FOR U.S. CONGRESSMAN Responsible for successful general management , technical and political operation 1979-1985 ofU.S. Congressman 's district office. .... UNITED STATES ARMY Ft. Benning , Georgia; Ft. Riley, Kansas ; Ft. Lewis , Washington .,,FAN TRY OFFICER, PROGRAM MANAGEMENT /- Commiss ioned as Infantry 2nd Lieutenant upon graduation from West Point. Subsequen tly promoted to 1st Lieutenant and Captain. -~a ngrr: , ~irb o rne, Pathfinder, Expert Infantry Badge , Meritorious Service Medal. pv ERSIGHT VA-17-0566-B-000003 BRANDON LEE FUREIGH [Exemption 6] [Exemption 6] PROFESSIONAL EXPERIENCE Truman National Security Project & Truman Center for National Policy - Washington D.C. 06/2014 - Present Managing Director, Programs Oversee the development and implementation of annual programmatic budget of $3.7 million dollars, manage a dynamic staff of 4 department directors and 20 program staff covering communications, advocacy, leadership development, training, political, and policy programs, senior strategic and financial advisor to the President & CEO, and oversee the execution of the organizations operational plan, which includes updating the organization's brand, website and marketing plan. ► Successfully re-structured and re-organized programmatic staff within existing budget constraints in order to successfully execute the organization's strategic plan ► Developed new systems and evaluation tools, built and presented annual metrics and impact reports to the Board and key funders Developed and oversaw a programmatic financial stabilization plan that successfully navigated the organization out of a financial crisis by cutting programmatic spending by over $350,000.00, all while increasing productivity and efficiencies.The organization went from a six figure deficit to a six figure surplus in one year Aligned and prioritized programs across Political, Communications, Policy, Advocacy, and Leadership Development Departments, increasing the effectiveness of public events by 20%, increased member applications by 15%, and our media presence by 31% (a value of $4 million in earned media) The President of the United States, Secretary of State, and numerous members of the U.S. House and Senate gave Truman public credit for our campaign to supporting smart, strong and principled policies Oversaw the production ofTruman's first 21 st Century Framework, a comprehensive policy product that identifies both opportunities and national security challenges America now faces. It was produced by over 450Truman Members from across the country and features 180 policy solutions and recommendations ranging from cyber security, critical infrastructure, fragile and failing states, climate change, and ISIL ► ► ► ► Truman National Security Project- Washington D.C. 02/2013 - 06/2014 Director ofTraining and Public Engagement Designed, updated, and implemented new and existing training programs and trainer certification process, designed and oversaw the implementation of our annual Truman Conference. ► Designed and conducted a new training curriculum consisting of policy, political, communications and media, advocacy and leadership development modules for more than 10,000 mid to senior level government officials, including the White House, elected officials, advocates, policy makers and Truman Members from across the country ► Directed a staff of 35 to conduct the Annual Truman Conference, turning what used to be an annual financial loss of $250,000.00 into a net gain of $50,000.00 in one year ► Designed and implemented an innovative CertifiedTrainer Program consisting of 30 Truman Members across the country who conducted more than 60 trainings nationwide in the program's inaugural year /\MERIC/\1\ pVERSIGHT VA-17-0566-B-000004 BRANDON LEE FUREIGH PROFESSIONAL EXPERIENCE Truman National Security Project & Operation Free -Washington D.C Advocacy Director 01/2012 - 02/2013 Developed and managed award winning advocacy campaigns including Operation Free, managed a diverse team of 15 communications experts and advocacy organizers across the country to advance key energy and climate policy solutions ► Successfully united Democrats and Republicans around key energy policies including hosting the only bi-partisan/bi-camera! press event with [Exemption 6] in support of the Wind Production Tax Credit ► Wrote and produced the organizations first presidential independent expenditure TV ad, "Commander In Chief", which won multiple awards (2 Reed Awards; 1 Pollie) and was recognized by Times Magazine as one of the top four ads in the 2012 election cycle ► Co-wrote the organizations first piece of legislation, the Energy and Security Coordination Act, and designed and managed the strategic plan that allowed it to pass unanimously in the California State Senate with only two no votes in the Assembly ► Raised an additional $275,000.00 in C4 funding and $225,000.00 in C3 funding Tommy Sowers for Congress -Dexter, MO 03/2010 -12/2010 Regional Field Organizer Developed and implemented field plan for five counties in the Bootheel of Missouri, organized more than 200 volunteers and staff to execute it. ► Increased persuasion voter contact by 30% compared to the '08 cycle ► Increased GOTV voter contact by 40% compared to the '08 cycle ► Opened and operated two field offices and held more than 50 public events ► Spokesperson for the campaign 03/2007 - 03/2010 Barbara Epstein & Associates -Studio City, CA Casting Director; Assistant Director; Production Assistant Planned and executed live theater productions, fundraising events, and original musicals. ► Managed budgets of up to 1.5 million dollars and relationships with key vendors, talent agents and managers, and celebrities like Robin Williams, Adam Pascal, and the casts of "How I Met Your Mother" and "Big Bang Theory" ► Organized and managed two nationwide casting tours for original musicals and theme park shows 04/2006 -10/2008 Tatitlek & United States Marine Corps. - Twentynine Palms, CA Training Coordinator Civilian contractor for the USMC responsible for creating a realistic urban combat training environment for battalions preparing to deploy to Iraq and Afghanistan, developed, managed, and implemented all kinetic activities for multiple ten day combat simulations, managed a team of 7 under extreme physical conditions. ► Trained 10 Marine Battalions in urban combat and counter insurgency tactics before deploying to Iraq ► Credited with saving thousands of lives, both U.S. military personnel and Iraqi civilians alike Full employment history and references available upon request Various positions, roles, and companies in entertainment from 1999-2007 Southern Utah University -1999-2000 Playhouse West - private conservatory for the arts - 2004-2006 /\MERIC/\1\ pVERSIGHT VA-17-0566-B-000005 From: Subject: Date: To: Cc: o Dori, Kimberly Kimberly.Dori@va.gov FOIA 18-02021-F - Clarification Response Documents July 31, 2018 at 11:31 AM American Oversight FOIA foia@americanoversight.org, Simon, Jeremy (USADC) jeremy.simon@usdoj.gov Wourman, Jacqueline J. Jacqueline.Wourman@va.gov, Dori, Kimberly Kimberly.Dori@va.gov Good Morning, Attached are the documents responsive to Part 2 of your FOIA request where we asked for clarification on the "Detail" information. These documents reflect all career employees (GS, SES, etc.) with details to political position actions that occurred between March 17, 2017 and April 27, 2018. In addition, you requested resumes and SF-50s reflecting these actions. Attached are the resumes. We do not process SF-50s for detail actions, so there are no records for that part of the request. I believe these additional items fulfill this particular request. Please feel free to reach out to me should you have questions or if I'm still missing anything. Thank you! Kim Kimberly Dori Policy Program Manager & FOIA Officer Corporate Senior Executive Management Office U.S. Department of Veterans Affairs 810 Vermont Avenue, NW Washington, DC 20420 Office: (202) 461-7812 Cell: (202) 820-1276 1-2018.07.09 Email t...02).pdf Cooo Employee s Aa sl gnedto Front Offi01t Positions Ma-ch 17, 2017 through April 27 , 2018 - Name C.olyn Title/Position Detail lnfonnation lhldar Secretay fa He..ih Ori "nating, lnfonnation Haalltl M.Clancy Detail lnfonnation Scott Blackbum VERSIGHT I I Deputy lhldar Secretary fa Assista,t Secretary fa lnfmnaticrl & Technology Organization Grade Effective Date";7 Veterans He fl Adm inistratioo EX- II Designated as Executive in Charge asof 10/07/2017 Veterans Ke fl Adm inistratioo SR-15 TIiie as of 3117/'17 EX-IV Desv,ated as Executive i n Charge, Ofim of lnformaticrl and Tec:mdogy as of 10/02/2017; Resignation 04117/2018 Of m of lnformaion & Technology IOriginating Information SeriorAdvisa 'MyVAln . e SL TIiie as of 3/17117 EiJ111 L )= 3-ClancyCM Resum...ctd.pdf 4-Blackburn, Scott.pdf Department of Veterans Affairs Senior Executive Biography Scott Blackbum Senior Advisor I Oil8ctor MyVA Sa>tt Bia m -leadsthe My VA transfonnalon on be of the Se<::reta,y. Sa>tt s a Vete at McKlnsey & C y e he a ad folned the VA In November 2014. Scott formerly a P In McKlnsey's Transfonnatl C Practice d Ope tlons Practice. Sa>tt primarly setved Ind , nergy and mat s oon1PcUutR; whe hls focus was ~. those di ts achieve sus transformatlOtlal dwlg in patfonnance culture. Sa>tt se,ved a officer In the US Army from 1999yd ged. 2000 before be g med CAREERCHRONOLOGY: 2014 - Prese t 2012- 2014 2009-2011 2007-2009 2005-2007 D edor, MWA, W oo, DC Principal (P el), McKlnsey & Company, Cle , OH Associate Prind , McKlnsey & Company, Oeveland, OH Engag t M ag , McKlnsey & Com y, Cleve d, OH Associate, McKinsey & Company, Cle d, OH EDUCATION: Mast of Busln ss Actn tratlm, Harv d Busin ss School, Boston, MA Bachelor Sc ce, Massad'lusens lns1ltute af T ed\nology, C dge, MA VERSIGHT AMERICAN Career Employees Assigned to Front Office Positions March 17, 2017 through April 27, 2018 Name Title/Position Organization Grade EX-II Detail Information Under Secretary for Health Veterans Health Administration Originating Information Deputy Under Secretary for Health Veterans Health Administration Carolyn M. Clancy Detail Information Assistant Secretary for Information & Technology Originating Information Senior Advisor SR-15 Title as of 3/17/17 Office of Information & Technology EX-IV My VA Initiative SL Scott Blackburn VERSIGHT Effective Dates Designated as Executive in Charge as of 10/07/2017 Designated as Executive in Charge, Office of Information and Technology as of 10/02/2017; Resignation 04/17/2018 Title as of 3/17/17 VA-17-0566-C-000001 CURRICULUM VITAE NAME: Carolyn Maureen Clancy, M.D. DATE OF BIRTH: [Exemption 6] BUSINESS ADDRESS: Department of Veterans Affairs 810 Vermont Avenue NW, Room 800 Washington, DC, 20420 202-461-0367 LICENSURE Virginia 01010-37213 BOARD CERTIFICATION American Board of Internal Medicine, 1982 EDUCATION Boston College, magna cum laude, Math and Chemistry, B.S. University of Massachusetts School of Medicine, M.D. WORK EXPERIENCE Department of Veterans Affairs Executive in Charge, Veterans Health Administration, Department of Veterans Affairs Deputy Under Secretary for Health for Organizational Excellence, Department of Veterans Affairs Interim Under Secretary for Health, Department of Veterans Affairs Chief Medical Officer, Department of Veterans Affairs Assistant Deputy Under Secretary for Quality, Safety and Value, Department of Veterans Affairs Agency for Healthcare Research and Quality Director Acting Director Director, Center for Outcomes and Effectiveness Research Acting Director, Center for Outcomes and Effectiveness Research Acting Director, Center for Primary Care Research Director, Center for Primary Care Research Director, Division of Primary Care Medical Officer Selected HHS Activities Accomplishments Chair, HHS quality work group (ACA) Lead development and implementation ofthe National Quality Strategy Coordination and management of HHS programs CER (ARRA) 10/17 - Present 12/15- I 0/17 7/14-7/15 7/15-12/15 8/13 - 6/14 2/03 - 8/13 3/02 - 2/03 2/97 -3/02 3/96-2/97 2/97-1/98 8/95 - 2/97 4/93-8/95 11/90-3/93 2009 -2013 2009-2010 AMERICAN PVERSIGHT VA-17-0566-C-000002 Carolyn M. Clancy, M.D. Co-led development of quality assessment provisions in the Children's Health Insurance Program Reauthorization Act (with CMS) 2009 - 2013 Launched demonstrations linking reforms in medical liability to aggressive efforts to improve patient safety 2009 - 2013 Supported ground breaking research on patient safety and related interventions, such as TeamSTEPPS, the Comprehensive Unit-based Safety Program, and other efforts to reduce healthcare associated infections, now implemented nation-wide and internationally. Created tools that assess patients' perspectives on their care (now an essential component of value-based purchasing for hospitals). 2003- 2013 Helped equip patients to have a voice in their own care and to know that they have an active role to play as part of their health care team. -Developed and disseminated tools for patients and families to use - using all possible forms of communication, e.g., podcasts, supermarket announcements, social media and other novel platforms . -Created innovative platforms to reach Latino populations - public service announcements and videonovelas. Co-chair, HHS Council on Applications of Health IT 2002-2004 Led development and publication of first and subsequent annual National Healthcare Quality and Disparities reports to Congress 2003-2013 Represented HHS in Budapest: met with leaders from the Ministries of Health and Welfare, developed and led one week course on technology assessment, clinical practice guidelines and quality improvement 1996; 1999 U.S. Public Health Service Primary Care Policy Fellowship Co-developer 1991-2001 Multiple testimonies before Congress; multiple media appearances, for quality, disparities, patient safety, and primary care - including appearances on WebMD, cable television, interviews with NPR, multiple print and web-based media. PREVIOUS WORK EXPERIENCE George Washington University School of Medicine Associate Clinical Professor, Department of Medicine Assistant Clinical Professor, Department of Health Care Sciences Provide patient care 1/2 day per week Georgetown University School of Medicine Associate Clinical Professor, Department of Family Medicine Medical College of Virginia Director, Medical Clinic (36,000 visits annually) Assistant Professor of Medicine, Department of Medicine University of Pennsylvania School of Medicine: Instructor in Medicine Thomas Jefferson University Hospital Attending in Emergency Medicine AMERICAN pVERSIGHT 19971991-97 1991-2003 1996-99 1985-90 1984-90 1982-84 1982-83 2 VA-17-0566-C-000003 Carolyn M. Clancy, M.D. POSTDOCTORAL TRAINING Kennedy School of Government, Course for Senior Managers in Government, Harvard Kennedy Institute of Bioethics Intensive Course in Bioethics, Georgetown University Stanford Faculty Development Program in Clinical Teaching Henry J. Kaiser Family Foundation Fellow in General Internal Medicine, Hospital of the University of Pennsylvania Intern and Resident in Medicine, Worcester Memorial Hospital, Worcester, MA PROFESSIONAL ORGANIZATIONS Society for General Internal Medicine: President, Southern section Chair, Scientific Program, annual meeting Co-Chair, annual meeting Chair, annual meeting Professor , women's health issues 1997 1989 1988 1982-84 1979/82 19821988 1997 1998 1999 2010 American Federation for Clinical Research American College of Physicians (member) Society for Medical Decision Making American Medical Association American Public Health Association Medical Society of Virginia American Medical Association National Quality Forum, Board of Directors Chair, AQA Alliance Principal, Hospital Quality Alliance Co-chair, Quality Alliance Steering Committee Board of governors, Patient-Centered Outcomes Research Institute 1987-96 19841982198819881985-90 199020022004-2014 2002-11 2006-2013 2010-2013 COMMUNITY ORGANIZATIONS Fan Free Clinic, Richmond Volunteer Board of Directors Steering Committee, Montgomery County MD Latino Health Initiati ve 1984-90 1989-90 2000-0 AWARDS Boston College Honors Program, APHA women's caucus award for women's health National Hispanic Medical Association Award Joseph Boyle Award, American College of Physicians Richard Nissen Award for promoting health equity Nathan Davis Award (AMA) for public service Picker Institute Award American College of Medical Quality keynote founders award 1971-75 1999 2005 2005 2006 2006 2007 2008 AMERICAN pVERSIGHT 3 VA-17-0566-C-000004 Carolyn M. Clancy, M.D. William Graham prize, health services research 2009 2009 American Society of Health-system Pharmacists Board of Directors' Award Society of General Internal Medicine Distinguished Professor in Women's Health 2010 2011 APHA Donabedian Lecture 2011 Alpha Omega Alpha 2013 Honorary Fellow, American Academy of Nursing Special recognition for leadership in health disparities, 2013 Congressional Black Caucus Recognition for inclusion of patient's voice and perspective, 2013 National Breast Cancer Coalition Special recognition for leadership in quality, American Association of 2013 Medical Colleges 2013 Honorary Fellow, American Academy of Nursing Quality Champion Award, National Committee for Quality Assurance 2014 Outstanding Federal Executive of the Year, Disabled American Veterans 2015 Department of Veterans Affairs, Secretary's Award for Exceptional Service 2015 OTHER PROFESSIONAL ACTIVITIES Senior Associate Editor, Health Services Research Editorial Boards: Medical Care Research and Review American Journal ofPublic Health Journal of General Internal Medicine Journal ofEvaluation in Clinical Practice Annals of Family Medicine American Journal ofMedical Quality Annals ofInternal Medicine JAMA 8/9819961997-02 1998-01 1997-01 200220042008-10 2013- Manuscript Consultant: Annals ofInternal Medicine, British Medical Journal, Journal of General Internal Medicine, JAMA, AJPH, Public Health Reports, Health Services Research, New England Journal of Medicine, Journal of Family Practice, Health Affairs Elected member, National Academy of Social Insurance Elected member, National Academy of Medicine Master, American College of Physicians Invited member, Society of Medical Administrators 1999 2004 2005 2009 [Exemption 6] AMERICAN PVERSIGHT 4 VA-17-0566-C-000005 Carolyn M. Clancy, M.D. BIBLIOGRAPHY Peer-reviewed journals Clancy CM, Uchendu US, Jones KT. Excellence and equality in health care. Am J Public Health 2014; 104 Suppl 4: S527-8. Fihn SD, Francis J, Clancy C, Nielson C, Nelson K, Rumsfeld J, Cullen T, Bates J, Graham GL. Insights from advanced analytics at the veterans health administration. Health Aff (Millwood) 2014; 33: 1203-11. Dorsey R, Graham G, Glied S, Meyers D, Clancy C, Koh H. Implementing health reform: improved data and the monitoring of health disparities. Annu Rev Public Health 2014; 35: 12338. AMERICAN PVERSIGHT 8 VA-17-0566-C-000006 Carolyn M. Clancy, M.D. Clancy CM Sharp BA. Women ' s health during health care transformation. 2013; 28 Suppl 2: S500-3. J Gen Intern Med Conway PH, Mostashari F, Clancy C. The future of quality measurement for improvement and accountability. JAMA 2013; 309: 2215-6. Clancy CM, Moy E. Commentary: Measuring what matters most. Milbank Q 2013; 91: 201-4. Rubinson L, Mutter R, Viboud C, Hupert N, Uyeki T, Creanga A, Finelli L, Iwashyna TJ, Carr B, Merchant R, Katikineni D, Vaughn F, Clancy C, Lurie N. Impact of the Fall 2009 Influenza A(H 1N 1) Pandemic on US Hospitals . Med Care. 2013; 51:259-265. Clancy CM. New hospital readmission policy links financial and quality incentives . J Nurs Care Qual. 2013; 28:1-4. Clancy C, Brach C, Abrams M. Assessing patient experiences of providers' cultural competence and health literacy practice s: CAHPS Item Sets. Med Care. 2012; 50(9 Suppl 2):Sl-2. Clancy CM. A push for comparative effecti veness: US initiatives aim to empower patients , physician s. Interview by Bridget M. Kuehn. JAMA. 2012 Apr 18;307( 15): 1570- 1. Clancy CM. Progress on a national patient safety imperative to eliminate CLABSI. AmJ Med Qual. 2012; 27:170 - 1. Koh HK, Berwick OM, Clancy CM, Baur C, Brach C, Harris LM, Zerhusen EG. New federal policy initiati ves to boost health literacy can help the nation move beyond the cycle of costly 'crisis care'. Health Aff (Millwood). 2012 ; 31 :434-43. Clancy CM. Patient-centered outcomes research and nurse practitioners' role in shared decision making. J Am Acad Nurse Pract. 2012; 24:59-61. Lugtenberg M, Burgers JS, Clancy C, Westert GP, Schneider EC. Current guidelines have limited applicability to patient s with comorbid conditions: a systematic analysis of evidence -based guidelines. PLoS One. 2011;6(10) :e25987. Epub 2011 Oct 20. Navathe AS, Clancy C, Glied S. Advancing research data infrastructure for patient-centered outcomes research. JAMA.2011; 306:1254 -5. Clancy CM. Best practices in systems interventions to reduce the burden of fractures. Osteoporos Int. 2011 Aug;22 Suppl 3:441-4. Clancy CM. Kidney-related diseases and quality improvement: AHRQ's role. Clin J Am Soc Nephrol. 2011; 6(10):2531-3. AMERICAf\ pVERSIGHT 9 VA-17-0566-C-000007 Carolyn M. Clancy, M.D . Clancy CM. Commentary: Precision science and patient-centered care. Acad Med. 2011 Jun ;86(6):667 -70. Dougherty D, Clancy C. Transforming children's health care quality and outcomes-a not-sorandom non-linear walk across the translational continuum. Acad Pediatr. 2011 ; 11(3 Suppl):S9 l4. Clancy CM, Berwick DM. The science of safety improvement: learning while doing . Ann Intern Med. 2011 ;154:699-701. Honore PA , Wright D, Berwick DM, Clancy CM, Lee P, Nowinski J, Koh HK. Creating a framework for getting quality into the public health system. Health Aff (Millwood). 2011; 30:737-45. Clancy CM. Patient engagement in health care. Health Serv Res. 2011; 46:389-93. Wu AW, Snyder C, Clancy CM, Steinwachs DM. Adding the patient perspective to comparative effectiveness research. Health Aff (Millwood)._201 0; 29: 1863-71. Clancy C, Collins FS. Patient-Centered Outcomes Research Institute: the intersection of science and health care. Sci Transl Med. 2010; 2(37):37cml8. Ho K, Moy E, Clancy CM. Can incenti ves to improve quality reduce disparities? Health Serv Res. 2010; 45:1-5. Conway PH , Clancy C. Charting a path from comparative effectiveness funding to improved patient-centered health care. JAMA. 2010 ; 303:985-6. Slutsky JR, Clancy CM. Patient-centered comparative effectiveness research: essential for highquality care. Arch Intern Med. 201 0; 170:403-4. Clancy CM. Comparative effectiveness research: Promising area of study for pharmacists. J Am Pharm Assoc. 2010 ; 50:131-3. Carr BG, Conway PH, Meisel ZF, Steiner CA, Clancy C. Defining the emergency care sensitive condition: a health policy research agenda in emergency medicine. Ann Emerg Med. 201 0; 56:49-51. Clancy CM. Physician leadership for high-quality care. Chest. 2009 ; 136: 1452-4. Leape L, Berwick D, Clancy C, Conway J, Gluck P, Guest J, Lawrence D, Morath J, O'Leary D, O'Neill P, Pinakiewicz D, Isaac T; Lucian Leape Institute at the National Patient Safety Foundation . Transforming healthcare: a safety imperative. Qua! Saf Health Care. 2009; 18:424-8. AMERICAf\ pVERSIGHT 10 VA-17-0566-C-000008 Carolyn M. Clancy, M.D. Denham CR, Angood P, Berwick D, Binder L, Clancy CM , Corrigan JM, Hunt D. Chasing zero: can reality meet the rhetoric? J Patient Saf. 2009; 5:216-22. Denham CR , Angood P, Berwick D, Binder L, Clancy CM, Corrigan JM, Hunt D. The chasing zero department: making idealized design a reality. J Patient Saf. 2009; 5(4):210-5. Clancy CM. Where we are a decade after To err is human. J Patient Saf. 2009; 5: 199-200. Clancy CM. New patient safety organizations can help health providers learn from and reduce patient safety events. J Patient Saf. 2009; 5: 1-2. Casale CR , Clancy CM. Commentary: Not about us without us. Acad Med. 2009; 84:1333-5. Conway PH, Clancy C. Comparative-effectiveness research--implications of the Federal Coordinating Council's report. N Engl J Med. 2009; 361 :328-30. Pronovost PJ, Goeschel CA, Olsen KL , Pham JC, Miller MR, Berenholtz SM, Sexton JB, Marsteller JA, Morlock LL, Wu AW , Loeb JM, Clancy CM. Reducing health care hazards: lessons from the commercial aviation safety team. Health Aff (Millwood) . 2009; 28(3):w479-89. Clancy CM , Anderson KM, White PJ. Investing in health information infrastructure: can it help achieve health reform? Health Aff (Millwood). 2009; 28:478-82. Conway PH, Clancy C. Transformation of health care at the front line. JAMA. 2009; 301 :763-5. Meyer s OS, Clancy CM. Primary care: too important to fail. Ann Intern Med. 2009;150:272-3 . Tunis S, Clancy C, Helms WD , McGinnis JM , Pearson SD . Roundtable on expanding capacity for comparative effectiveness research in the United States: discussion took place on June 3, 2007 , at the AcademyHealth Annual Research Meeting in Orlando, FL. Health Serv Res. 2009; 44(2 Pt 1):327-42. Clancy C. Building the path to high-quality care. Health Serv Res. 2009; 44:1-4. Conway PH, White PJ, Clancy C The public role in promoting child health information technology. Pediatrics. 2009;123 Suppl 2:Sl25-7. Clancy C. Improving care quality and reducing disparities: physicians' roles. Arch Intern Med. 2008; 168: 1135-6. Zhan C, Smith SR, Keyes MA, Hicks RW, Cousins DD, Clancy CM. How useful are voluntary medication error reports? The case of warfarin-related medication errors. Jt Comm J Qual Patient Saf. 2008; 34 :36-45. Mullican CA, Clancy CM . Partnerships for quality: results of the AHRQ Council of Partners coaction acro ss projects. Jt Comm J Qua) Patient Saf. 2007 Dec ;33(12 Suppl):4-6 , 1. AMERICAf\ pVERSIGHT 11 VA-17-0566-C-000009 Carolyn M. Clancy, M.D. Clancy CM. Clinical research training: scientific literacy for the twenty-first century. J Gen Intern Med. 2008; 23:219-20. Clancy CM. Mistake-proofing in health care: lessons for ongoing patient safety improvements. Am J Med Qual. 2007; 22:463-5. Clancy CM, Kiley JP, Weiss KB. Eliminating asthma disparities through multistakeholder partnerships. Chest. 2007; 132:1422-4. Hughes RG, Clancy CM. So what? The challenge of doing "need to know" versus "would like to know" research. Appl Nurs Res. 2007; 20:210-3. Clancy CM. Keynote address: Closing the research-to-practice gap in emergency medicine. Acad Emerg Med. 2007; 14:932-5. Hughes RG, Clancy CM. Improving the complex nature of care transitions. J Nurs Care Qua!. 2007; 22:289-92. Clancy CM, Slutsky JR. Guidelines for guidelines: we've come a long way. Chest. 2007; 132: 746-7. Clancy C. The performance ofperfonnance measurement. Health Serv Res. 2007; 42:1797-801. Clancy CM, Slutsky JR. Commentary: a progress report on AHRQ's Effective Health Care Program. Health Serv Res. 2007; 42:xi-xix. Brady J, Ho K, Kelley E, Clancy CM . AHRQs National Healthcare Quality and Disparities Reports: An Ever-Expanding Road Map for Improvement. Health Serv Res. 2007 Jun;42(3 Pt l):xi-xxi. Clancy CM. Emergency departments in crisis: implications for disaster preparedness. Am J Med Qua!. 2007 Mar-Apr;22(2): 123-6. Clancy CM. Closing the health care disparities gap: turning evidence into action. J Health Care Law Policy. 2006;9(1):121-35. Clancy CM. Getting to 'smart' health care. Health Aff (Millwood). 2006 Nov-Dec;25(6):w58992. Siegel JS, Clancy CM. Relative value in healthcare: cost-effectiveness of interventions. J Nurs Care Qual. 2006 Apr-Jun;21(2):99-103. Clancy CM. The persistent challenge of avoidable hospitalizations. Health Serv Res. 2005 Aug;40( 4 ):953-6. AMERICAN pVERSIGHT 12 VA-17-0566-C-000010 Carolyn M. Clancy , M.D. Clancy CM, Slutsky JR. Advancing excellence in health care: getting to effectiveness. J Investig Med. 2005 Mar;53(2):65-6. Stryer D, Clancy C. Patients' safety. BMJ. 2005 Mar 12;330(7491):553-4 . Clancy CM, Cronin K. Evidence-based decision making: global evidence, local decisions. Health Aff (Millwood). 2005 Jan-Feb;24(1):151-62. Altman DE, Clancy C, Blendon RJ. Improving patient safety--five years after the IOM report. N Engl J Med . 2004 Nov l 1;351(20):2041-3. O'Malley AS, Clancy C, Thompson J, Korabathina R, Meyer GS. Clinical practice guidelines and performance indicators as related--but often misunderstood--tools. Jt Comm J Qual Saf. 2004 Mar;30(3):163-71. Clancy C. Reinventing continuing medical education. BMJ. 2004 Apr l 7;328(7445):E291. Phillips S, Burstin H, Dillard CD, Clancy CM. AHRQ's bioterrorism research portfolio: real linkages in real time. Health Serv Res. 2004 Feb;39(1 ):xi-xv. Grant AO, Jacobs AK, Clancy C. Cardiovascular disease rn women: are there solutions? Circulation. 2004 Feb 10;109(5):561. Clancy CM, Chesley FD. Strengthening health services research to reduce racial and ethnic disparities. Health Serv Res 2003 Oct; 38(5): xi-xviii. Tunis SR, Stryer DC, Clancy CM. Practical clinical trials: increasing the value of clinical research for decision making in clinical and health policy. JAMA 2003; 290: 1624-32. Clancy CM. AHRQ: a tradition of evidence. Federal agency carries a rich history of involvement in today's evidence-based medicine movement, focusing on the "evidence inside" healthcare IT. Health Manag Technol. 2003 Aug;24(8):26-9. Clancy CM. Back to the future. Health Aff (Millwood) 2003; Suppl:W3-314-6. Clancy CM. Health services research: from galvanizing attention to creating action. Health Serv Res 2003; 38: 777-82. Stryer D, Clancy C. Boosting performance measure for measure. BMJ 2003; 326 (7402): 12789. Clancy C. Quality improvement: getting to how. Health Serv Res 2003 Apr; 38(2): 509-13. Ortiz E, Clancy CM. AHRQ: Use of information technology to improve the quality of health care in the United States. Health Serv Res 2003 Apr ; 38(2): xi-xxii. Clancy CM, Scully T. A call to excellence. Health Aff (Millwood) 2003; 22(2): 113-5. AMERICAN pVERSIGHT 13 VA-17-0566-C-000011 Carolyn M. Clancy, M.D. Aaron KF, Clancy CM. Improving quality and reducing disparities: toward a common pathway. JAMA 2003; 289: 1033-4. Clancy C, Stryer D, Eisenberg JM. From publication to public action. Agency for Healthcare Research and Quality (AHRQ) perspectives on ethnicity and race-related outcomes research. Ethn Health 2002; 7:287-90. Stryer DB, Weinick RM, Clancy CM. Reducing racial and ethnic disparities in health care. Health Serv Res 2002; 37(5): xv-xxvi. Hubbard H, Walker PH, Clancy CM, Stryer DB. Outcomes and effectiveness research: capacity building for nurse researchers at the Agency for Healthcare Research and Quality. Outcomes Manag 2002; 6: 146-51. Clancy CM, Burstin H. John M. Eisenberg: telling the story. Med Care 2002; 11: 1012-3. Burstin H, Clancy C. Broader adoption of information technology needed. Health Aff (Millwood) 2002(6): 266-7. Stryer D, Clancy C. Disparities in hospital transfer: inequities, patient-centered care or both? Am J Med 2002; 112:528-34. Clancy CM, Lawrence W. Is outcomes research on cancer ready for prime time? Med Care 2002; 40 (6 Supplement); 92-100. Clancy CM, Andresen EM. Meeting the health care needs of persons with disabilities. Milbank Q 2002;80(2):381-91. Clancy CM, Dougherty D, Walker E. The importance of outcomes research in pediatric emergency medicine. Ambul Pediatr 2002 Jul-Aug;2(4 Suppl):293-300. Clancy C, Simpson L. Looking forward to impact: moving beyond serendipity. HSR 2002, 37: XIV - xxm . Goode LD, Clancy CM, Kimball HR, Meyer G, Eisenberg JM. When Is "Good Enough"? The Role and Responsibility of Physicians to Improve Patient Safety. Acad Med 2002 Oct;77(10):947-952. Clancy CM, Stryer DS. Racial and ethnic disparities and primary care experience. HSR 2001; 36: 979-86 (editorial). Bierman AS, Clancy CM. Health disparities among older women: identifying opportunities to improve quality of care and optimize functional health outcomes. JAMWA 2001;56: 155-9. AMERICAN pVERSIGHT 14 VA-17-0566-C-000012 Carolyn M. Clancy, M.D. Bierman AS, Lawrence WF, Haff er SC, Clancy CM. Functional Health Outcomes as a Measure of Health Care Quality for Medicare Beneficiaries. (special supplement to HSR, 2001) Basu J, Clancy CM. Racial Disparity, Primary Care, and Specialty Referral. (special supplement to HSR, 200 I) Weisman CS, Henderson JT, Schifrin E, Romans M, Clancy CM. Gender and patient satisfaction in managed care plans: analysis of the 1999 HEDIS/CAHPS 2.0H Adult Survey. Womens Health Issues 2001;11:401-15. Stryer D, Tunis S, Hubbard H, Clancy C. The outcomes of outcomes and effectiveness research: impacts and lessons from the first decade. HSR 2000: 35: 977-993. Siegel JE, Clancy CM. Community-based interventions: taking on the cost and costeffectiveness questions. HSR 2000; 35: 905-909 (editorial). Titlow K, Randel L, Clancy CM, Emanuel El Drug coverage decisions: the role of dollars and values. Health Aff (Millwood) 2000 (Mar-Apr);19:240-7. Bierman AS, Clancy CM. Making capitated Medicare work for women: policy and research challenges. Womens Health Issues 2000; 10:59-69. Clancy CM, Bierman AS. Outcomes and quality of care for older women with chronic illness. Women's Health Issues, 2000; 10: 178-91. Doescher MP; Franks P; Banthin JS; Clancy CM. Supplemental insurance and mortality in elderly Americans. Findings from a national cohort. Arch Fam Med 2000; 3:251-7. Fiscella K, Franks PF, Gold MR, Clancy CM. Inequality in quality: strategies for reducing socioeconomic and racial/ ethnic disparities in health care delivery. JAMA 2000; 283: 2579-84. Clancy CM. Searching for the best in primary care (editorial). J Gen Intern Med 2000; 15:348-9. Kiefe CI, Heudebert G, Box JB, Farmer RM, Michael M, Clancy CM. Compliance with posthospitalization follow-up visits: rationing by inconvenience? Ethn Dis 1999; 9: 387-395. Jones CB, Tulman L, Clancy CM. Research funding opportunities at the Agency for Health Care Policy and Research. Nursing Outlook 1999; 47: 156-61. Clancy CM, Consumer choices: path to improvement HSR 1999. Cooper JK, Clancy CM. Health services research agenda for clinical preventive services. Am J Prev Med 1998; 14: 331-4. Clancy CM, Lurie N. Concluding thoughts--looking forward. J Gen Intern Med 1999; 14: Suppl 1:S63-4. AMERICAN pVERSIGHT 15 VA-17-0566-C-000013 Carolyn M. Clancy, M.D. Kerr EA, Clancy CM. Defining educational priorities in managed care: a symposium overview. J Gen Intern Med 1999; 14 Suppl 1:S 1-5. Frank E, Clancy C. U.S. women physicians' assessment of the quality of healthcare they receive. J Womens Health 1999; 8: 95-102. Clancy CM, Meyer GS. Old questions, new audiences [editorial]. Med Care 1999 Apr;37: 329-32. Fiscella K, Franks P, Clancy CM, Doescher MP, Banthin JS. Does skepticism towards medical care predict mortality? Med Care 1999; 37: 409-14. Bierman A, Clancy CM. Disease management, women's health and chronic illness: new words and old music? Womens Health Issues. 1999; 9: 2-17. Clancy CM, Eisenberg JM. Outcomes research: measuring the end results of health care. Science 1998; 282: 245-6. Clancy CM, Eisenberg JM. Outcomes research at the Agency for Health Care Policy and Research. Disease Management and Clinical Outcomes 1998; 1; 3: 72-80. Clancy CM; Cooper JK. Approaches to primary care: current realities and future visions. Arn J Med 1998; 104: 215-8. Clancy CM. Continuous quality improvement and primary care Med Care 1998; 36:619-20. Clancy CM; Eisenberg JM. Emergency medicine in population-based systems of care. Ann Emerg Med 1997; 30: 800-3. Clancy CM. Ensuring health care quality: an AHCPR perspective. Agency for Health are Policy and Research. Clin Tuer 1997; 19: 1564-71. Forrest CB, Simpson L, Clancy C. Child health services research. Challenges and opportunities. JAMA 1997; 277:1787-93. Moy E, Bartman BA, Clancy CM, Cornelius L. Changes in Usual Source of Care: 1987-1992. Journal of Health Care for the Poor and Underserved 1998; 9: 126-139. Fiscella K, Franks P, Clancy CM. Skepticism toward medical care and health care utilization. Med Care 1998 Feb;36(2): 180-9. Franks P, Clancy CM. Referrals of Adult Patients from Primary Care: Demographic Disparities and Their Relationship to HMO Insurance. J Fam Pract 1997; 45:47-53. AMERICAN pVERSIGHT 16 VA-17-0566-C-000014 Carolyn M. Clancy, M.D. Clancy CM, Franks P. Utilization of Primary and Specialty Care: Demographic Disparities and Their Relationship to HMO Insurance. J Fam Pract 1997 Dec;45(6):500-8. Clancy CM, Cooper JK. Outcomes for Effectiveness Research in Alzheimer's Disease. Alzheimer Dis Assoc Disord 1997;1 l Suppl 6:7-11. Franks P, Clancy CM, Nutting PA. Defining Primary Care: Empirical Analysis of the National Ambulatory Medical Care Survey. Medical Care 1997; 35:655-68. Lanier D, Clancy C. Primary care research: current challenges, future needs. J Fam Pract 1997; 44: 434-438. Bartman BA, Clancy CM, Moy E, Langenberg P. Cost differences among women's primary care physicians. Health Affairs 1996; 15: (No. 4) 177-82. Clancy CM, Kamerow DB. Evidence-based medicine meets cost-effectiveness analysis. JAMA 1996; 276: 329-30. Lanier DC, Clancy CM. The changing interface of primary and specialty care. J Fam Pract 1996; 42:303-5. Massion CT, Clancy CM, Moulton AW. Primary Care of Women, and review of Women's Primary Health Care (Seltzer and Pearse, editors), JAMA 1996; 275: 725-6. Franks P, Gold MR, Clancy CM. Access to care and subsequent mortality: the importance of gender HSR 1996; 31: 347-63. Leopold N, Cooper JK, Clancy CM. Sustained partnership in primary care. J Fam Pract 1996; 42: 129-137. Gaus C, Clancy CM. From the Agency for Health Care Policy and Research: Research at the interface of primary and specialty care. JAMA 1995: 274: 1419. Cunningham PJ, Clancy CM, Cohen J, Willets M. The use of hospital emergency departments for nonurgent health problems: a national perspective. Medical Care Research and Review. 1995; 52 : 453-474. Franks P, Clancy CM, Naumberg B. Sex, access and excess. Ann Intern Med 1995; 123: 548-50. Clancy CM, Brody H. Managed care: Jekyll or Hyde? JAMA 1995; 273: 338-9. Alexander GP, Clancy CM, Practice-based research: laboratories for health care reform. J Fam Pract 1994; 38: 428-30. Rich EC, Wartman SA, Kahn NB, Clancy CM. The shortage of generalist physicians and federal funding of graduate medical education. Archives of Family Medicine 1993; 2: 1232-8. AMERICAN pVERSIGHT 17 VA-17-0566-C-000015 Carolyn M. Clancy, M.D. Franks P, Nutting PA, Clancy CM. Primary care, health care refonn, and the need for research. JAMA 1993; 270: 1449-1453. Franks P, Clancy CM, Gold MR. Health insurance and mortality: evidence from a national cohort. JAMA 1993; 270: 737-41. Clancy CM, Gold M, Wall E. Primary care and health care reform. J Fam Pract 1993; 36: 233235. Franks P, Clancy CM, Gold M, Nutting PA. Health insurance and subjective health status: Data from the 1987 National Medical Expenditure Survey. AJPH 1993; 83: 1295-99. Franks P, Clancy CM. Physician gender bias in clinical decision making: screening for cancer in primary care. Med Care 1993; 31: 213-18. Harris D, Hassmiller S, Politzer R, Clancy C, Mullan F. An evaluation of the first Public Health Service primary care policy fellowship. Evaluation and the Health Professions 1993; 16: 61-72. Clancy CM, Massion CT. American women's health care: a patchwork quilt with gaps. JAMA 1992: 268: 1918-20. Franks P, Clancy CM, Nutting PA. Gatekeeping revisited: protecting patients from overtreatment. New Engl J Med 1992; 327: 424-429. Nutting PA, Franks P, Clancy CM. Consultation and referral: do we know what we're doing? J Fam Pract 1992; 35: 21-23. Clancy CM, Gelfman DG, Poses RM. A strategy to improve utilization of pneumococcal vaccine. Journal of General Internal Medicine 1992; 7: 14-18. Schwartz JS, Lewis CE, Clancy CM, Kinosian M, Koplan J. Internists' practices in health promotion and disease prevention. Ann Intern Med 1991; 114: 46-53. Lewis CE, Clancy CM, Schwartz JS. The counseling practices of internists. 1991; 114: 54-58. Ann Intern Med ' Clancy CM and Boling PA. More for less? Virginia Medicine 1989; 185. Clancy CM and Hillner BE. Physicians as gatekeepers: the impact of financial incentives. Arch Internal Medicine 1989; 149: 917-921. Clancy CM, Centor RM, Campbell MS, Dalton HP. Rational decision making based on history: adult sore throats. Journal of General Internal Medicine 1988; 3: 213-217. AMERICAN pVERSIGHT 18 VA-17-0566-C-000016 Carolyn M. Clancy, M.D. Clancy CM, Cebul RD, Williams SV. Guiding individual decisions: a randomized, controlled trial of decision analysis. American Journal of Medicine 1988; 84: 283-288. Schwartz JS and Clancy CM. Glycosylated hemoglobin assays in the management and diagnosis of diabetes mellitus. (ACP Position paper). Ann Int Med 1984; 101: 710-713. Invited commentaries Clancy CM, Glied SA, Lurie N. From research to health policy impact. Health Serv Res. 2012; 47(1 Pt 2):337-43. Davis MM, Gross CP, Clancy CM. Building a bridge to somewhere better: linking health care research and health policy. Health Serv Res. 2012; 47(1 Pt 2):329-36. Clancy CM. Let the data be our guide: trends and tools for research on health care utilization. Health Econ. 2012; 21:19-23. Clancy CM. Alleviating "second victim" syndrome: how we should handle patient harm. J Nurs Care Qual. 2012; 27(1):1-5. Clancy C. Protocol for all. Smaller hospitals can adopt proven tools for reducing central-line infections. Mod Healthc. 2011 Sep 12;41(37):20. Clancy CM. New research highlights the role of patient safety culture and safer care. J Nurs Care Qual. 2011; 26: 193-6. Clancy CM. The quality improvement marathon: slow pace for overall improvement while access remains far behind. Am J Med Qual. 2011; 26:405-7. Meyers D, Quinn M, Clancy CM. Health information technology: turning the patient-centered medical home from concept to reality. Am J Med Qual. 2011; 26:154-6. Clancy C. Checking in about innovation. AHRQ's Carolyn Clancy examines the current quality landscape. Interview by Mary Hagland. Healthc Inform. 2011; 28: 46, 50, 54. Clancy CM. Getting to zero: our effort to eliminate infections nationwide. J Nurs Care Qual. 2010; 25:189-92. Clancy CM. Common formats allow uniform collection and reporting of patient safety data by patient safety organizations. Am J Med Qual. 201 0; 25:73-5. Clancy CM. The promise and future of comparative effectiveness research. J Nurs Care Qual. 2010; 25:1-4. Clancy CM. Tools to alleviate safety concerns. Trustee. 2009; 62:30-2, 2. AMERICAN pVERSIGHT 19 VA-17-0566-C-000017 Carolyn M. Clancy, M.D. Clancy CM. Good news for the US obesity epidemic. AORN J. 2009 ; 90:905-7. Clancy CM. The canary's warning: why infections matter. Am J Med Qual. 2009; 24:462-4. Clancy CM. Healthcare quality and disparities: attacking problems at their root. J Nurs Care Qual. 2009; 24:269- 72. Clancy CM. Ten years after To Err is Human. Am J Med Qual. 2009; 24:525-8. Clancy CM. Nursing , system design, and health care quality. AORN J . 2009; 90:581-3. Clancy C. Energetic about improving quality. Interview by Matthew Weinstock. Hosp Health Netw. 2009; 83:12-3. Clancy CM. New patient safety culture survey helps medical offices assess awareness . Am J Med Qual. 2009; 24:441-3. Clancy CM. Quality in the OR: the new AHRQ reports. AORN J. 2009; 90 :269-71. Clancy CM. Reengineering hospital discharge: a protocol to improve patient safety , reduce costs, and boost patient satisfaction. Am J Med Qual. 2009; 24:344-6. Hughes RG, Clancy CM. Complexity, bullying, and stress: analyzing and mitigating a challenging work environment for nurses. J Nurs Care Qual. 2009; 24:180-3. Clancy CM. Reducing central line-related bloodstream infections. AORN J. 2009; 89: 1123-5. Clancy CM. More work is needed to protect medical residents from fatigue and potential errors, IOM report finds. Am J Med Qual. 2009; 24:259-61. Clancy CM, Hughes RG. The stress of the care environment. AORN J. 2009;89:751-3. Kelly CY , Clancy CM. Importance ofrecommendations Oual. 2009 Apr-Jun;24(2):96-9. for gestational weight gain. J Nurs Care Clancy CM. CMS's hospital-acquired condition lists link hospital payment, patient safety . Am J Med Qual. 2009; 24:166-8. Clancy CM. Maternal weight gain: giving proper counsel to your patients. Nurs Womens Health . 2009 ; 13 :26-8. Clancy CM. Patient Safety Organizations ready for action. AORN J. 2009; 89:385-7. Slutsky JR, Clancy CM. AHRQ's Effective Health Care Program: why comparative effectiveness matters. Am J Med Oual. 2009; 24:67-70. Clancy CM. Screening for diabetes: managing illness before it occurs. Nurs Womens Health . 2008; 12:472-4. AMERICAN pVERSIGHT 20 VA-17-0566-C-000018 Carolyn M. Clancy , M.D. Clancy CM Is the clinical advice you give your patients evidence-based ? Med scape J Med. 2008 ; 10(11):252 . Epub 2008 Nov 3. Hughe s RG, Clancy CM. Nurses' role in patient safety. J Nurs Care Qual. 2009 ; 24: 1-4. Clancy CM. Medicare's new policy targets hospital-acquired conditions. AORN J. 2008 ; 88:1001-3 Clancy C. PAs , health literacy , and medication safety. JAAP A. 2008;21 :51. Clancy C. Why you should encourage men to put on gowns . Med scape J Med. 2008; I 0(9):214 . Epub 2008 Sep 15. Sharp BA, Clancy CM. Limiting nurse overtime, and promoting other good working conditions , influences patient safety. J Nurs Care Qual. 2008; 23 :97-100. Cohen SB, Clancy CM. AHRQ and data collection. Health Aff (Millwood). 2008 ; 27:586- 7. Coopey M, James MD , Lawrence W, Clancy CM. The challenge of comparative effectiveness : getting the right information to the right people at the right time . J Nurs Care Qual. 2008 ; 23:1-5 . Brady J, Ho K, Clancy CM. Commentary : state snapshots--a picture of unacceptable variation: are we destined to liv e with "geography is destiny"? Am J Med Qua!. 2008 ; 23 :492-5. Clancy CM. The importance of simulation: preventing hand-off mistakes. AORN J . 200 8; 88:625-7. Clancy C. Does your patient' s race affect the care that you deliver ? Med scape J Med. 2008 ; 10:193. Epub 2008 Aug 15. Clancy CM. Quitting smoking: helping patients kick the habit. Nurs Womens Health. 2008 ; 12:282-4. Clancy CM. Interpreting the evidence: helping consumers understand medical information. Nurs Womens Health . 2008 ; 12 :200-2. Clancy CM. Evidence show s cost and patient safety benefits of emergency pharm acists. Am J Med Qual 2008; 23: 231-3. Brady J, Ho K, Clancy CM. Improving quality and minimi zing disparities . AOR N J. 2008 ; 87:1007-9. Clancy C . How not to harm your patient s when inserting chest tubes . Med scape J Med . 200 8 Mar 21;10(3) :71. Clanc y C . Ph ysicians and nurses together can impro ve patient safet y. Med scape J Med. 20 08 Feb 11;10(2):33. AMERICAN pVERSIGHT 21 VA-17-0566-C-000019 Carolyn M. Clancy, M.D. Clancy CM. SCIP: making complications of surgery the exception rather than the rule. AORN J. 2008; 87:621-4. Clancy C. Physician performance measurement: potential benefits outweigh the challenges. Medscape J Med. 2008 Jan 7;10(1):4. Clancy C. How do we involve patients in their own healthcare decisions? MedGenMed. 2007 Nov 30;9(4):46. Clancy C. Healthcare in America: getting better but still not good enough. MedGenMed. 2007 Oct 29;9(4):22 Clancy CM. Bariatric surgery: what women need to know. Nurs Womens Health. 2008; 12:21-4. Clancy CM. Designing for safety: evidence-based design and hospitals. Am J Med Qual. 2008; 23:66-9. Hughes RG Clancy CM. Research linking nurses' work hours to errors prompts more state restrictions.AORN J. 2008; 87:209-11. Coopey M, Nix MP, Clancy CM. Evidence-based practice: AHRQ's role in generating and disseminating knowledge. AORN J. 2007; 86:857-60. Farquhar MB, Sharp BA, Clancy CM. Patient safety in nursing practice. AORN J. 2007; 86:4557. Clancy C. Safer and better are achievable. Health Prog. 2007; 88:58-61. Ho K, Kelley E, Brady J, Clancy CM. Missed opportunities for quality improvement. Am J Med Qual. 2007; 22:296-9. Clancy CM. TeamSTEPPS: optimizing teamwork in the perioperative setting. AORN J. 2007; 86:18-22. Clancy C, Tomberg D. TeamSTEPPS: assuring optimal teamwork in clinical settings. Am J Med Qual. 2007 May-Jun;22(3):214-7. Clancy C. Off-label prescriptions: do we need more restraint or more evidence? MedGenMed. 2006 Dec 15;8(4):56. Clancy C. Primary care physicians: a vanishing species or a profession reinvented? MedGenMed. 2006 Nov 17;8(4):36. Clancy C. Blueprint for change: will new hospitals be safer hospitals? MedGenMed. 2006 Oct 23;8(4):17. AMERICAN pVERSIGHT 22 VA-17-0566-C-000020 Carolyn M. Clancy, M.D. Clancy C. Health information technology: is the time past for "watchful waiting?". MedGenMed. 2006 Sep 18;8(3):70. Clancy CM. Care transitions: a threat and an opportunity for patient safety. Arn J Med Qual. 2006 Nov-Dec;21 (6):415- 7. Clancy C. The effective health care program: evidence-based medicine joins the consumer age. MedGenMed. 2006 Feb 27;8(1 ):56. Freund D, Lave J, Clancy C, Hawker G, Hasselblad V, Keller R, Schneiter E, Wright J. Patient outcomes research teams: contribution to outcomes and effectiveness research. Annu Rev Public Health 1999; 20: 337-59. BOOKS 1. Editor, Selected Topics in Outpatient Medicine, (text for interns and residents) 1986, 1990. 2. Clancy CM. Health Maintenance and the Periodic Health Exam, m Selected Topics in Outpatient Medicine. (1986, 1990). 3. Clancy CM, Evans TI. Vaginitis, in Selected Topics in Outpatient Medicine ( I 986, 1990) 4. Clancy CM. Provider Behavior: A Research Perspective. in Crabtree BF, Miller WL, Addison RB, Gilchrist VJ, and A Kuzel (editors), Exploring Collaborative Research in Primary Care. Sage Publications, Thousand Oaks, California, 1994. 5. Massion CT, Clancy CM, Maxell ME. Women's Access to Health Care, in Lemcke DP, Pattison J, Marshall JA, Cowley DS (editors), Primary Care of Women Appleton & Lange, 1995. 6. Clancy CM, Danis M. Setting priorities: 'American style', in The Global Challenge of Health Care Rationing. Angela Coulter and Chris Ham, Eds, Open University Press, Buckingham, England, 2000; pp 52-59. 7. Clancy CM. Gender issues in women's health care, in Women's Health. Marlene Goldman and Maureen Hatch, Eds. 1999; updated 2012. Danis M, Clancy CM, Churchill L (editors). Ethical Dimensions of Health Policy. Oxford Press, New York, New York, 2002. 8. AMERICAN pVERSIGHT 23 VA-17-0566-C-000021 o o SCOTT R. BLACKBURN [Exemption 6] [Exemption 6] Email: [Exemption 6] Country of Citizenship: Veteran's Preference: Contact Current Employer: Partner,McKinscy & Company, (216) 274-4000 Job Type: Full Time Work Schedule: SUMMARY OF QUALIFICATIONS o o o o o o o 9+ years as a senior executive counselor on business transformation and reorganization topics at various Fortune 500 companies. Experience successfully transforming the operations and organizational health of multiple Fortune 500 companies and their business units. Project leadership experience in architccting enterprise-wide turnaround programs, cost improvement programs (e.g., purchasing and overhead optimization), lean management, business strategy, organizational design, top tc;am alignment, talent strategy, marketing & sales optimization, change management and cultural transformation. Lead partner inMcKinscy's Organization (Transformational Change), and Operations (Manufacturing) practices. DevelopedMcKinsey's thinking on architccting large transformation programs. Multiple external articles published on transformation. Described by colleagues as a collaborative partner, integrator, counselor, and people leader. Consistent top performer lauded for true transformation impact at clients, while simultaneously innovating, building and improving the vast capabilities withinMcKinsey. Former US Army officer, 1999-2003. Medically discliarged with 30% disability. Vocational Rehabilitation recipient for post-graduate education. MIT BS inMechanical Engineering. Harvard Business SchoolMBA. [Exemption 6] WORK EXPERIENCE McKinsey & Company; Principal (Partner) Cleveland, OH 1/2012- Present Hours per week: 75 Duties: Senior executive client counselor to various Fortune 500 client executives (CXOs, VPs) and companies. Engagement Director over multiple client service teams at one time - in charge of driving problem solving, focusing the team/client on highest priority areas, connecting teams with appropriate resources to .solve problems, integrating across workstrcams and projects, navigating organizational clements, and leading/ inspiring complex teams to get the most of their collective abilities. Leader ofMcKinscy's North AmericanManufacturing Practice with the mandate of rccncrgizing and growing the practice. Core faculty ofMcKinsey's Change Leaders Forum teaching fellowMcKinsey partners and client executives how to transform the organizational health and culture of large institutions. Lead Partner of recruiting forMcKinsey's Cleveland office. Major accomplishments: o Client: Fertilizer producer- led an organizational design effort that included developing a new governance structure, decision rights, and working norms for the top executive team. Led an effort to revamp corporate center to include optimizing support functions (Finance, IT, HR, EHS, Commercial, Supply Chain, Legal, Purchasing). o Client: Steel producer- a lead Partner of a company-wide transformation at one of the world's largest steel producers. Leading the purchasing effort to achieve significant savings while changing the culture of ... AMl-HICAN . pVERSIGHT VA-17-0566-C-000022 o o o o o o o o the purchasingorganization,and buildingorganizationalcapabilities. Helpingto build capabilitiesacross the companyto includetop team workingsessions,talent acquisitionand broad employeetraining. Multiple clle11ts:b11si11ess strategy- have workedwith six additionalclients to developbu~inessstrategy for enteringnew markets(i.e., geographies,new products,new applications)and better understandingand servingcustomerneeds. Multiple clie11ts:cha11gema11ageme11thave adviseddozensof clientson developingchange managementprogramsto sustain impactand changelong term cultureand organizationalhealth. Cl/e11t: No11-profltorga11i~at/011 - workedalongsidestate-levelcommunityleadersto developstrategyto drivejob growth in the Stateof Ohio; to includeimplicationsof macro-trends,priority industriesfor the state, and key enablers. l11temalleadershiprole: McK/11seyNorth American Ma11ufact11r/11g practice- asked to transformthe performanceand healthof the practice. In 12 months,nearly doubledmanufacturingactivitywhile creatinga vibrant communityto sustain the growthover the longer term. Successfulby focusingthe practiceon core growthsectors,new cutting edge knowledgecreation,new innovativeclient delivery models,developingour people/experts,and rebuildingthe culture (i.e., "bringingback the swagger/mojo" of original ManufacturingPractice) /11temalleadershiprole: McKl11seyChangeLeaders Forum- one of three lead Partnersto teach fellow McKinseyPartnersand their clients how to transformthe "organizationalhealth"and cultureof large scale institutionsin a two day intensivecourse l11temalleatlershlprole: McKlt,seyRecrult/11g-hayc identified,recruited,interviewedand hired 50+ high caliber individualfrom leadingb~sincssschools,PhD programs,undergraduateprograms,and leadingglobal institutions. Named"most inspirationalcolleague"in the Clevelandoffice in 2014. 1 o McKinscy& Company; Associate Principal (Associate Partner) Cleveland,OH I0/2009- 12/2011 Hoursper week: 75 Duties: Seniorexecutiveclient counselorto various Fortune500 client executives(CXOs,VPs, Directors)and companies. EngagementDirectorand apprenticeEngagementDirectorover multipleclient service teams at one time. LeaderofMcKinscy's OrganizationPractice- OperationsPractice'joint venture" with the mandateof improvinghow to conductperformancetransformationsat our clients. Dean ofMcKinsey's Operations TransformationWorkshopwhich teachesMcKinscy's front line managershow to designand executesuccessful performancetransformationsat our clients. Led McKinsey's internalknowledgeeffort on architectinglarge scale organizationaltransformations. Accomplishments: o Client:Fertlllr.erproducer- led a major transformationofa $6 billionbusinessunit includinglaunching and integratinginitiativeson a diverseset of topics includingpurchasing,energyefficiency,maintenance workflow,miningoperations,chemicaloperations,organizationaldesign/effectiveness,sustainability 1strategy,networkoptimization,five year businessplan, and culturaltransformation. o C/le11t: Metal/11rglcal coalpro,lucer- designedand led a transformationleadingto 30+% productivity improvementsustainedin undergroundminingoperations.Then designedand led purchasingeffort to deliver$50 millionsavingsin 7 months. o C/Je11t: Multi-b11sl11ess steel conglomerate- set stretchaspirationsfor the company's highestperforming businessunit and developeda proven programto improvemarginsand grow the businessby >50% over a 3-year period. Elementsof the programincludedbusinessunit strategy,reorganization,productinnovation, acquisitions,commercialcxccllencc,operationscxccllcnccand creatinga high performanceculture. o /11temalleadershiprole: McKJ11sey Org-Ops''}0/111 ve11t11re" - reinventedthe way that McKinseyserves clientson transformationsby bringingtogetherbest practicesfrom withinMcKinscyDevelopednew knowledgeon how to architecttransformationsresultingin multipleexternalarticlesbeing publishedon the topic. 2 AMf-HICAN OVERSIGHT VA-17-0566-C-000023 o I11temalleadershiprole: McK/11seyOperatio11s Tra11sformatio11 Workshop- redesignedthe contentand delivery format for how McKinscymanagersarc taught to performclient transformations.Consistently rated as the top internaltrainingprogramat McKinscysince the contentredesign. . McKinsey & Company; Engagement Manager Cleveland,OH 4/2007- 9/2009 Hoursper week: 75 Duties:Managedcompanywide and businessunit transformationsat multipleFortune500 companies- to include both McKinseyresourcesand client resourceso. in chargeof drivingimpact,leadingproblemsolving,managing resourcesand producingend products. Executiveclient counselorto CEO / top team and front line sales force/ "shop floor" alike. Accomplishments: o Clie11t:M11ltl-b11si11ess steel co11g/omerate - helpedmove the companyfrom 4th quartile performance st amongstpeers to sustained I quartileperformance;completelytransformingthe cultureof the organizationin the process. Designedand led a company-widetransformationprogram focusedon reorganization,commercialexcellence,manufacturingexcellence, manufacturingfootprint,procurement, supplychain optimization,businessunit strategy,local marketstrategy,new market and adjacency opportunities,organizationaldesign/effectiveness,leadershipdevelopment,talent strategy,top team alignmentand support functions. o Clle11t:Thermal coal compa11y- conductedan organizationaldiagnosticand developedthe reorganization plan for includeboth supportservices(e.g., IT, HR, Finance)and front line operations. o Clie11t:Fertilizerproducer - conducteda diagnosticto access the improvementpotentialand architectthe performancetransformationfor a $6B businessunit. o Clie11t: Start-up compa11y-developedthe businessplan, go-to-marketstrategyand investorfundingplan for a professionalservicesstart-up company. McKlnsey & Company; Associate Cleveland,OH . 8/2005- 3/2007 I lours per week: 75 Duties: Ownedproblemsolvingand managedsmall client teams deployedagainstcompaniesmost critical issueson topicsof performanceand organization. Client counselorto projectmanagersandjunior client executives. Accomplishments: o Clie11t:Chemicalproducer- led procurementeffortson several key commodities. Built up technicaland leadershipcapabilitiesfor five client team members. o Clie11t:No11-projitorga11izatlo11 - workedwith communityleadersto developthe long term strategy for a non-profitaimed at developingCleveland's arts, culture,and healthcare district into a vibrantworld class urbanarea - to includestrategicpriorities,what servicesthe organizationshould focuson providing,and how non-profitshould be organizedand governed. o Clie11t: Major professio11alsports league - workedwith leagueand franchiseleadersto developbest practicesin local revenuegrowth,to includeticketing,sponsorship,and new media. United States Army; Captain, Battalion Signal Officer Fort Wainwright,Alaska 8/2002- 7/2003 Hoursper week: 60 Duties: Managedcommunica'tions, automations,and informationtechnologysupport for a 600-pcrsonarctic light infantrybattaliontrained to deployanywherein the Pacific Rim within54 hours of notification. Planned, 3 AMLHICAN PVERSIGHT VA-17-0566-C-000024 o o coordinated, and executed all communication related training for the battalion and attached units. Directly supervised team of 12 personnel. Accomplishments: o Distinguished Honor Graduate (#1 of41 officers) of the Signal Officer Branch Qualification Course. United States Army; First Lieutenant, Theater Air Missile Defense Signal Officer Camp Doha, Kuwait ' ,, 1/2002- 7/2002 Hours per week: 80 Duties: Provided comprehensive communication support to the headquarters in charge of worldwide ground combat operations during Operations Enduring Freedom and Southern Watch. Maintained signal connectivity for eight different communication systems, including multiple joint tactical digital information links, satellite communications, and serial links throughout Southwest and Central Asia, Europe and the Hom of Africa. Provided the situational awareness necessary to report the status of all air defense systems to higher headquarters inTampa and the Pentagon. Provided early warning of enemy missile attacks to coalition. Accomplishments: o Awarded the Joint Service Achievement Medal for extraordinary performance while establishing a data link between the Operation Enduring Freedom headquarters and the units located along the Iraq border, thus improving the efficiency in which incoming enemy missile information was being communicated to the troops in the field. o Led a cross-functional team into Afghanistan to establish a tactical air picture for combat operations during Operation Anaconda. Received a commendation for exceptional contributions to the war effort. United States Army; Second I First Lieutenant, Scout Platoon Leader Fort Wainwright, Alaska 4/2000- 8/2001 Hours per week: 60 Duties: Led, trained, and evaluated an 18-person team to perform combat operations in an arctic environment. Responsible for the accountability and maintenance of $1.8 million worth of equipment. Accomplishments: o Unit was twice awarded the Draper Armor Leadership Award as the best light cavalry troop in the U.S. Army (2000 & 200 l ). o Commandant's List (top 20%) at the Armor Officer's Basic Course. EDUCATION Harvard Business School, Boston, MA Master's Degree Major: Masters of Business Administration Massachusetts Institute ofTechnology, Cambridge, MA Bachelor's Degree Major: Mechanical Engineering ADDITIONAL INFORMATION o [Exemption 6] . 4 AMf--~ICAN PVERSIGHT VA-17-0566-C-000025 o o o o o o oo [Exemption 6] At Harvard Business School, awarded the prestigious Student Association MBA award for outstanding leadership contributions to the I ms community MIT Varsity Football team captain, two time all-conference quarterback, and owner ofover 15 school passing records upon graduation. At MIT, received the Wunsch Foundation "Silent Hoist and Crane Award" for Outstanding Undergraduate Thesis in Mechanical Design. Thesis project was patented with 15 claims accepted by the US Patent Office. 4-ycar Army ROTC Scholarship recipient 5 I AMERICAN ; pVERSIGHT VA-17-0566-C-000026 Department of Veterans Affairs Senior Executive Biography Scott Blackburn Senior Advisor / Director MyVA Scott Blackburn co-leads the My VA transformation on behalf of the Secretary. Scott is a Veteran who joined the VA in November 2014. Scott is formerly a Partner at McKinsey & Company where he was a lead partner in McKinsey's Transformational Change Practice and Operations Practice. Scott primarily served industrial, energy and materials companies where his focus was helping those clients achieve sustainable transformational change in performance and culture. Scott served as an officer in the US Army from 19992003 before being medically discharged. CAREER CHRONOLOGY: 2014 - Present 2012- 2014 2009 - 2011 2007 - 2009 2005 - 2007 Director, MyVA, Washington, DC Principal (Partner), McKinsey & Company, Cleveland, OH Associate Principal, McKinsey & Company, Cleveland, OH Engagement Manager, McKinsey & Company, Cleveland, OH Associate, McKinsey & Company, Cleveland, OH EDUCATION: Masters of Business Administration, Harvard Business School, Boston, MA Bachelor Science, Massachusetts Institute of Technology, Cambridge, MA VERSIGHT VA-17-0566-C-000027