DEPARTMENT OF HEALTH & HUMAN SERVICES

Office of the Secretary
Assistant Secretary for Public Affairs
Washington, D.C. 20201

Case No. 2018-00972-FOIA-OS
Equity Forward v. HHS, Civil No. 18-1509 (D.D.C.)
May 30, 2019
Mary Alice Carter
Executive Director
Equity Forward
Sent via email: macarter@equityfwd.org
Dear Ms. Carter:
This letter is an interim response to your May 9, 2018, Freedom of Information Act (FOIA)
request. Specifically, you requested access to and copies of all calendars or calendar entries,
schedules and/or travel itineraries for the months of March 2018, April 2018, and May 2018 for
the following HHS officials:
● Alex Azar, Secretary
● March Bell, Chief of Staff for the Office for Civil Rights
● Matthew “Matt” Bowman, Deputy General Counsel
● Brett Giroir, Assistant Secretary for Health
● Brian Harrison, Deputy Chief of Staff
● Valerie Huber, Chief of Staff to the Assistant Secretary for Health
● Scott Lloyd, Director of the Office of Refugee Resettlement
● Shannon Royce, Director of Faith Based and Neighborhood Partnerships
● Roger Severino, Director of the Office for Civil Rights
● Paula Stannard, Counsel
● Heidi Stirrup, Deputy Director, Office of White House Liaison
● Peter Urbanowicz, Chief of Staff
● Steven Valentine, Deputy Chief of Staff to the Assistant Secretary for Health
● Margaret “Maggie” Wynne, Counselor
The Department processed 304 pages of potentially responsive records captured in the agency’s
search for FOIA request 2018-00972-FOIA-OS. After a careful review of these pages, I have
determined to release 63 pages to you in their entirety, and I am further releasing 180 pages in
part, with portions redacted, pursuant to Exemptions (b)(5) and (b)(6) of the FOIA (5 U.S.C.
§552 (b)(5) and (b)(6)). I have also determined to withhold 33 pages in their entirety, pursuant to
Exemptions (b)(4) and (b)(5) of the FOIA (5 U.S.C. §552 (b)(4), (b)(5)). Furthermore, I have
determined that 20 pages should be sent for consultation to other agencies and returned to
this Department for final disposition. Finally, I determined that (8) eight pages are nonresponsive and duplicative to your request.

VERSIGHT

 Page 2 of 2
Case No. 2018-00972-FOIA-OS
Equity Forward v. HHS, Civil No. 18-1509 (D.D.C.)

FOIA exemption (b)(4) permits the withholding of trade secrets and commercial or financial
information that is privileged or confidential.
FOIA exemption (b)(5) protects inter-agency or intra-agency memoranda or letters which would
not be available by law to a party other than an agency in litigation with the agency. This
exemption protects documents that would be covered by any privilege an agency could assert in
a civil proceeding. These privileges include, among others, the deliberative process privilege,
the attorney-client privilege, and the attorney work-product privilege.
FOIA exemption (b)(6) permits a Federal agency to withhold information and records about
individuals in “personnel and medical files and similar files, the disclosure of which would
constitute a clearly unwarranted invasion of personal privacy.” The definition of “similar files”
has historically been broadly interpreted to include a wide variety of files, and the United States
Supreme Court has held that Congress intended the term "similar files" to be interpreted broadly,
rather than narrowly. I have analyzed these records and find they meet the threshold requirement
of this exemption. Additionally, I have reviewed and weighed the public interest in disclosure of
this information against the privacy interest in nondisclosure, and found that the privacy interest
outweighs the public’s interest in disclosure.
We will continue to review the remaining records as efficiently and expeditiously as possible,
consistent with our available resources and the Order of the Court. Should you have questions or
concerns regarding the Department’s response and\or the processing of your request, any such
issues should be communicated to your legal counsel and Department of Justice Attorney
representing the Department in this matter.
Sincerely yours,

~A-

t-

.

Michael S. Marquis
Director
Freedom of Information and Privacy Acts Division
Enclosure(s)

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA media prep

Start:
End:

Thu 3/1/2018 10:30 AM
Thu 3/1/2018 11:00 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

lihlZsII
(0S/ I0S); Harrison , Brian (HHS/10S); Olson, Carolyn

AMI HICAN

PVERSIGHT

610-F

Secretary Scheduler (OS/I0S)
(0S/IOS) ; Tignor , Beth
(HHS/I 0S ); fworney, John K. (HHS/ASL); Urbanowicz, Peter (HHS/IOS)·; Cl:ark,Timothy
(HHS/IOS); Oakley, Caitlin B. (0S/ASPA) (Caitlin .Oakley@HHS .GOV); Ryan.Murphy1 ,
Matt Lloyd (rnatt.lloyd@hhs .gov); Brennan, Patrick (0S/A SPA); Robertson, Brian
(OS/ASPA)

EXT-18-1509-E-000001

 Bell, Michael (05/ASPA)
Subject:
Location:

Start:

LUNCH

615-F

End:

Thu 3/ 1/2018 11:00 AM
Thu 3/1 / 2018 11;30 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

lihlZsII
(0S/I0S)

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/I0S)
; Harrison , Brian (HHS/10S) ; Olson, Carolyn (0S/IOS) ; Tignor , Beth
(HHS/I0S ); Twomey, John K. (HHS/ASL) ; Urbanowi~z , Peter (HHS/I0S )

2

EXT-18-1509-E-000002

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to do Media at WH pre - Opi,oid Summit
WH Driveway, outs id e of WW Lobby

Start :
End:

Thu 3/1/2018 12:00 PM
Thu 3/1/2018 12:30 PM

Recurrence:

(.none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

l£hlZiil:l
(OS/1OS); Harrison , Brian (HHS/1OS); Olson,

Secretary Scheduler (OS/1OS)
Carolyn (OS/1OS); Tignor, Beth
(HHS/IOS); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/1O5); Ryan.Murph yl;
Oakley, Caitlin B. (O5/ASPA) (Caitlin .Oakley@HHS .GOV); Clark, Timothy (HHS/1OS)

What: Taped One-on-One TV Interview w/ Gray TV
Anchor: Kyle Midura
Topics: opioid summjt
When: Thw-sday , March 1 @ 12:00 PM
Wltcre: WH Driveway , outside of WW Lobby
Length: 5 min
Reach: National
ASPA Staff: Ryan Murphy
What: Taped One-on-One TV Interview w/ Nexstar
Anchor: Mark Meredith
Topics: opioid summit
When : Thursday , March I @ 12:05 PM
Where: WH Dri veway . outside of WW Lobby
Length: 5 min
Reach: National
ASP A Staff : Ryan Mmphy
WH Contact (for both): Carolina Hurley (Caro lina b Hu rle ( b)(6)
there to escm1 the Secretary to his hits .
\

AMI HICAN

PVERSIGHT

/ ~~
b_){6_
) __

~1Carolina

will be

EXT-18-1509-E-000003

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA pre - Brief for call with Senator Blunt
Call i(b)(6)
PC:lrb)(6)

Start :
End:

F,ri3/2/2018 3:45 PM
Fri 3/2/2018 4:10 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

IZfiIIBII
(OS/IOS); Harrison , Brian (HHS/IOS) ; Olson,

I

I

Secretary Scheduler (OS/IOS)
Carolyn (OS/IOS); Tignor, Beth
(HHS/IOS); Twomey, John K. (HHS/ASL) ; Urbanowicz, Peter (HHS/IOS) ; Morse, Sara
(HHS/ASL); Kemper , laura (HHS/ASL) ; Bassett, Matthew (HHS/ASL); Street , Amanda
(HHS/IO5); Moughalian, Jen (HHS/ASFR)

Call in info
kbll6l
PC: kb)f6)
Leader: l.£b
- -ll -6)-.
ASL Please initiate the call with the leader code

AMA's Role: Lead the call and discussion on SNS
Event/Mtg POC: Name, Cell and email:
Is Conference Call Line needed?
Conference Call Line:
Who will initiate the conference call? ASFR
Attendees: Senator Blunt
HHS Staff Attendees: Jen Moughalian, Amanda Street, Laura Kemper
Notes :

AMI HICAN

PVERSIGHT

EXT-18-1509-E-000004

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to call Sena.tor Blunt

Start:
End:

Fri 3/2/2018 4:10 PM
Fri 3/2/2018 4:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiiZfill(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

l(0 )(6J

Call/ ~b)(6)

Secretary Scheduler (OS/IOS)
(OS/IOS); Tignor , Beth
(HHS/IOS); f womey, John K. (HHS/ASL); Urbanowicz , Peter (HHS/IO5); Morse, Sara
(HHS/ASL); Kemper, Laura (HHS/ASL); Bassett, Matthew (HHS/ASL); Moughalian, Jen
(HHS/ASFR); Street , Amanda (HHS/IOS)

ls the number AMA should call to be put on With the Senator

AMA1s Role: Lead the call and discussion on SNS
Event/Mtg POC: Name, Cell and email:
Is Conference Call Line needed?
Conference Call Une:
Who will initiate the conference call? Secretary Azar
Attendees: Senator Blunt
HHS Staff Attendees: Jen Moughalian, Amanda Street, Laura Kemper

Notes:

AMI HICAN

PVERSIGHT

6

EXT-18-1509-E-000005

 Bell, Michael (05/ASPA)
Subject:

HHS OIG Pickup

Start:

End:

Sun 3/4/2018 3:30 PM
Sun 3/4/2018 4:00 PM

Recurrence:

( r1 □ ne)

Meeting Status ~

Accepted

Organizer:
Required Attendees :

lliii.IBI1
(0S/lOS) ; Harrison , Brian (HHS/10 S); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/10S)
(05/1 0S) ; Tignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz, Pete·r (HHS/10S)

EXT-18-1509-E-000006

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to meet with ASPA for Week Ahead Briefing and Rollout

Start:
End:

Sun 3/4/2018 4:00 PM
Sun 3/4/2018 5:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

llti'iliITI
(0S/10S) ; Harrison , Brian (HHS/10S); Tignor,

AMI HICAN

PVERSIGHT

610-F

Secretary Scheduler (OS/10S)
Beth (HHS/10S); Twomey , John K.
(HHS/ASL); Urbanowicz , Peter (HHS/105); Brennan, Patrick (0S/ASPA); Robertson, Brian
(0S/AS PA)

2

EXT-18-1509-E-000007

 Bell, Michael (05/ASPA)
Subject:

HHS OIG Pickup

.Start:

End:

Mon 3/5/2018 7:30 AM
Mon 3/S/2018 8:00 AM

Recurrence:

(none)

Meeting Status~

Accepted

Organizer:
Required Attendees :

lilil.lfil1
(OS/lOS); Harr ison, Brian (HHS/I OS); Olson , Carolyn

AMI HICAN

PVERSIGHT

1

Secretary Schedul:er (OS/IOS)
(05/I OS); Tignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz, Pete·r (HHS/105)

3

EXT-18-1509-E-000008

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Daily meeting with Peter and Briali\

615-F

Start:

Mon 3/5/2018 8:00 AM

End:

Mon 3/5/2018 8:30 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

liiiIZfil1
(OS/IOS); Harrison , Brian (HHS/1OS); Olson, Carolyn

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/IOS)
(OS/IOS); Tignor , Beth
(HHS/IOS); Twomey, John K. (HHS/ASL); Urbanowi~z , Peter (HHS/10S)

EXT-18-1509-E-000009

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA with ASPA for F-AHSpeech prep
610-F

Start:
End:

Mon 3/5/2018 8:30 AM
Mo11 3/5/20'18 9:00 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

lai'i2fill
(OS/ IOS); Harrison , Brian (HHS/1OS); Olson, Carolyn

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/IOS)
(OS/1OS); Tignor , Beth
(HHS/1OS); twomey, John K. (HHS/ASL); Urbanowkz, Peter (HHS/1OS}; Cl.ark, Timothy
(HHS/1O5); Brennan, Patiric'k(OS/ASPA); Rob ertson, Brian (OS/ASPA); Oakfey, Caitlin B.
(OS/ ASPA) (Caitlin.Oak ley@H HS.GOV); Ryan,Murphy1

5

EXT-18-1509-E-000010

 Bell, Michael (05/ASPA)
Subject:

AMAdeparts .for FAHSpeech

.Start:

End:

Mon 3/5/2018 10:20 AM
Mon 3/5/2018 10:'50 AM

Recurrence:

(none)

Meeting Status~

Accepted

Organizer:
Required Attendees :

llhlZfill
(OS/l'OS); Harrison , Brian (HHS/IOS); Holden , Ronald (05/I OS); Lagomarsino ,

Secretary Schedul:er (OS/IOS)
Katie (05/IO S); Olson, Carolyn (05/IOS); Tignor, Beth (HHS/ 105); Twomey , John K.
(HHS/ASL); Urbanowicz , Peter (HHS/105)

AMI HICAN

PVERSIGHT

6

EXT-18-1509-E-000011

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to meet with OGA and WHO Leaders

Start:
End:

Mon 3/5/2018 1:15 PM
Mo113/5/2018 1:45 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

lai'i2fill
(OS/IOS),· Harrison , Brian (HHS/10S); Olson, Carolyn

325A

Secretary Scheduler (OS/I0S)
(OS/I0S) ; Tignor, Beth
(HHS/I 0S ); Twomey, John K. (HHS/ASL); Urbanowkz, Peter (HHS/I0S) ; Grigsby, Garrett
(HHS/OS/OGA) ; Schaeffer, Alison (HHS/0S/OGA) ; Zebley, Kyle (HHS/10S)

Topk: TBD
Lead; Garr ett Grigsby

AMI HICAN

PVERSIGHT

7

EXT-18-1509-E-000012

 Bell, Michael (OS/ASPA)
Subject:

AMA to call United Health tEO

Location:

615-F/Call

Start:
End:

Mon 3/5/2018 5:30 PM
Mon 3/5/2018 5:40 PM

Recurrence:

(none)

Meeting Status :

Accepted

Organizer:
Required Attendees:

li'.tiiLfil1
(OS/IOS); Harrison,

Secretary Scheduler (OS/IOS)
Brian (HHS/1OS); Olson, Carolyn (OS/IOS); Tignor , Beth
(HHS/IOS); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/IOS); Keagan Lenihan
(k:eagan.lenihan@h'lrls.gov): Lusi, Rose (05/105)

Their Office wlll Call Rose at 5:30pm to connect.

lnM,o,.,.,J,u
l,,l11
\j,,,,:;
,

~A\1

AMI HICAN

PVERSIGHT

8

EXT-18-1509-E-000013

 David S. Wichmam1
Chief Executive Officer
UnitedHealth Group
David Wichmann became chief executive officer , UnitedHealth Group, on September 1,
2017. He is responsible for the strategic direction and overall performance of the
enterprise and its long-term growth agenda. He is also a member of the board of
directors.
Previously , Wichmann served as president, UnitedHealth Group, beginning in
November 2014, with oversight responsibility for all of UnitedHealthcare's domestic and
international businesses, and for overall UnitedHealth Group performance . Wichmann
also served as chief financial officer of the enterprise from 2011 until mid-2016 . He
previously held posit ions as president , UnitedHealthcare; president and chief executive
officer , Specialized Care Services (now OptumHealth); and senior vice president,
Corporate Development. Prior to joining UnitedHealth Group in 1998, Wichmann was a
partner with Arthur Andersen.

/\MERICAi\

pVERSIGHT

EXT-18-1509-E-000014

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA pre- brief for meeting with Ambassador Brandstad

Start:
End:

Tue 3/6/2018 11;00-AM
Tue 3/6/2018 11:30-AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

lltiiLfill(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

AMI HICAN

PVERSIGHT

615-F

Secretary Scheduler (OS/IOS)
(0S/10S); iignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/10S); Zebley, Kyle
(HHS/IOS); Grigsby, Garrett (HHS/OS/OGA); Demby, Austin (HHS/05/0GA); Wynne .
Magg ie (HHS/10S); Schaeffer , Alison (HHS/05/0GA)

9

EXT-18-1509-E-000015

 Bell, Michael (05/ASPA)
Subject:
Location:

Lunch/ Desk Time

615-F

Start:

Tue 3/6/2018 1T:30 AM

End:

Tue 3/6/2018 12:30-PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

lltiiLfill(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/IOS)

(0S/10S); Tignor , Beth
(HHS/10S);Twomey, John K. (HHS/ASL);Urbanowi~z, Peter (HHS/10S)

10.

EXT-18-1509-E-000016

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Departs to FDA
Silver Springs, MD

Start:
End:

Tue 3/6/2018 12:30 PM
Tue 3/6/2018 1;15 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liliilliIJ(0S/IOS) ; Harrison,

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/I05)
Brian (HHS/10S); Holden, Ronal;d (OS/I0S) ; Lagomarsi no,
Katie (0S/I0 S); Olson , Carolyn (OS/I0S) ; Tignor , Beth (HHS/I0S ); Twomey , John K.
(HHS/ASL); Urbanowicz , Peter (HHS/I05 )

u

EXT-18-1509-E-000017

 Bell, Michael (05/ASPA)
Subject:

AMA departs to HHS

.Start:

End:

Tue 3/6/2018 3:15 PM
Tue 3/6/20l8 4;00 PM

Recurrence:

(none)

Meeting Status~

Accepted

Organizer:
Required Attendees :

llfiiliill(OS/l'OS); Harrison , Brian (HHS/IOS); Holden , Ronald

AMI HICAN

PVERSIGHT

Secretary Schedul,er (OS/IOS)
(OS/I OS); Lagomarsino ,
Katie (OS/(OS); Olson, Carolyn (0S/IOS ); Tignor, Beth (HHS/ 10S); Twomey , John K.
(HHS/ASL); Urbanowicz, Peter (HHS/105)

12.

EXT-18-1509-E-000018

 Bell, Michael (05/ASPA)
Subject:

AMA Prep fo r Pen n Pad session and 1- 1 w/ Siegel

Location:

615-F

Start:
End:

Wed 3/7/2018 9:15 AM
Wed 3/7/2018 10:00 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

!lfiilliII(OS/ IOS); Harrison

Secretary Scheduler (OS/1OS)
1 Brian (HHS/IOS); Olson, Carolyn (OS/1OS); Tignor , Beth
(HHS/1OS); Twomey, John K. (HHS/ASL); Urbanowkz, Peter (HHS/1OS); Oakley, Caitlin B.
(OS/ASPA) (Caitlin.Oak ,ley@H HS.GOV); Ryan.Mu rphy1 ; Matt Lloyd
(matt.ll0yd@hhs.gov); Brennan, Patrick (OS/ASPA )

Topic: Prep AMA for Penn Pad s·ession oh 3/8 and a 1-1 interview w

AMI HICAN

PVERSIGHT

13

th Dr.Siegel , Fox News

EXT-18-1509-E-000019

 Bell, Michael (05/ASPA)
Subject:

AMA to Meet with Ambassador Bransta d, of China

Location:

615-F

Start:
End:

Wed 3{7 /2018 10:00 AM
Wed 3/7/2018 10:30 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liiiiZ6Il(OS/IOS); Harrison,

Secretary Scheduler (OS/IOS)
Brian (HHS/1OS); Olson, Carolyn (OS/1OS); Tignor , Beth
(HHS/1OS); Twomey, John K. (HHS/ASL); Urbanowicz , Peter (HHS/1OS}; Zebley, Kyle
(HHS/1OS); Grigsby , Garrett (HHS/OS/OGA)

Event Title: Mee ti ng with Ambassador to China Terry Branstad
Date/Time: Tuesday March 6th , 10AM -12PM

(preference is 11:00am-12:00pm

ttmeframe)

Recommendation: ·OGA recommends that Secretary Azar accept this meeting with Ambassador Branstad during hls vis t
to D.C. from Beijing. The meeting will foclls 011 influenza sample-shar i ng and collaborative biomedical research .
Secretary's Role: Secretary Azar will listen to Ambassador Branstad speak on Influenza sample-sharing, and
collaborative biomedical research, and share HHS' priorities .
Last time they met with .HHSSecretary or Senior~Leadership: Ambassador Branstad met w th former Secretary Tom Pnce
in August 2017 dur i ng the Secretary's trip to Asia.
Event/Mtg POC: Name, Cell and email : (this should be someone in the FOJ: Kyle Zebley , kyle .z:ebley@hhs .gov ; l(b)(6)

l(b)(6)

I

,..__ __,

Location ; TBC
Is Conference Call Line needed? No
Conference Call Line :· N/A
Who will initiate the conference call? N/A
Attendees: Ambassador Branstad , others TBC
HHS Staff Attendees: Garrett Grigsby and l<yle Zebley
Notes :

A\111HICAN

PVERSIGHT

14

EXT-18-1509-E-000020

 Bell, Michael (05/ASPA)
Subject:

AMA departs to Capital ,

Start :

End:

Wed 3/7/2018 11:30 AM
Wed 3(1/2018 12:00 PM

Recurrence:

(none.)

Meeting Status ~

Accepted

Organizer:
Required Attendees:

!iliiLiill(OS/lOS); Harrison , Brian (.HHS/IOS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul·er (OS/IOS)
(OS/IOS); Tignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL} ; Urbanowicz, Pete·r (HHS/10S)

15

EXT-18-1509-E-000021

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Prep for call to Health Care Industry Experts

Start:

Wed 3{7 /2018 1:00 PM

End:

Wed 3/7/2018 1:'30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiiiiIT1
(OS/IOS); Harrison , Brian

AMI HICAN

PVERSIGHT

615-F

Secretary Scheduler (OS/IOS)
(HHS/IOS); Olson, Carolyn (0S/I0S) ; Tignor , Beth
(HHS/I0S ); Twomey, John K. (HHS/ASL); Urbanowicz , Peter (HHS/I0S); Kalavritinos, Jack
(OS/IEA);Truernan, laura. (HHS/IEA); McGowan, Robert (Kyle) (HHS/IEA); Beck, Gary
(OS/IEA) (Gary.Beck@hhs.gov); Matt Lloyd (matt.lloyd@hhs.gov) ; Ryar:,.Murphy1 ;
Brenn an, Patrick (OS/ASPA); Clark, Tim othy (HHS/IOS)

16

EXT-18-1509-E-000022

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA stop by IEA Meeting with Heirshel Walker
610-F

Start:

Wed 3/7/2018 255 PM

End:

Wed 3/7/2018 3;00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

!lfiilliII(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

Secretary Scheduler (OS/IOS)

(0S/10S); Tignor, Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowi~z, Peter (HHS/10S);McGowan,
Robert (Kyle) (HHS/IEA)

Qulck stop by

AMI HICAN

PVERSIGHT

17

EXT-18-1509-E-000023

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Speed 1 prep for AHIP

Start:
End:

Wed 3{1/20183:00 PM
Wed 3/7/2018 3:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

[fiimI] (OS/ IOS),· Harrison , Brian (HHS/IOS); Olson, Carolyn (OS/IOS); Tignor, Beth

615-F

Secretary Scheduler (OS/IOS)
(HH S/IOS); Twomey, John K. (HH S/ ASL); Urbanowkz, Peter (HHS/IOS); Brennan, Patrick
(OS/ASPA); Robertso n, Brian (OS/ASPA); Clark, Ti_mothy (HHS/1OS); Oakley, Caitlin B.
(OS/ASPA) (Caitlin .Oakley@H HS.GOV); Ryan,Mu rphy1; Matt Lloyd (matt.lloyd@hhs.gov)

AMI HICAN

PVERSIGHT

18

EXT-18-1509-E-000024

 Bell, Michael (05/ASPA)
Subject:

AMA depart 5,HHS

Start:

Wed 3/7/2018 6:00 PM

End:

Wed 3(1/2018 7:00 PM

Recurrence:

(none.)

Meeting Status~

Accepted

Organizer:
Required Attendees:

!iliiLiill(0S/lOS) ; Harrison , Brian (HHS/10S); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/10S)
(05/IOS) ; Tignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz, Pete·r (HHS/IOS)

19

EXT-18-1509-E-000025

 Bell, Michael (05/ASPA)
Subject:

Start:

End:

Wed 3/7/2018 6:30 PM
Wed 3/7/2018 7:00 -PM

Recurrence:

(Mne.)

Organizer:

ILiiii:ail
(OS/10S)

AMI HICAN

PVERSIGHT

20.

EXT-18-1509-E-000026

 Bell, Michael (05/ASPA)
Subject:

AMA Personal Event

Start:

End:

Wed 3/7/2018 7:00 PM
Wed 3(7 /2018 8:00 PM

Recurrence:

(none.)

Meeting Status ~

Accepted

Organizer:
Required Attendees:

!iliiLiill(OS/lOS); Harrison , Brian (HHS/I OS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(OS/IOS); Tignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz, Pete·r (HHS/10S)

Zl

EXT-18-1509-E-000027

 Bell, Michael (05/ASPA)
Subject:

AMA Personal Event

Start:

Wed 3/7/2018 8:15 PM

End:

Wed 3/7/2018 9:1'5 PM

Recurrence:

(none.)

Meeting Status ~

Accepted

Organizer:
Required Attendees:

!iliiLiill(OS/lOS); Harrison , Brian (.HHS/IOS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul·er (OS/IOS)
(05/I OS); Tignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL}; Urbanowicz, Pete·r (HHS/10S)

22

EXT-18-1509-E-000028

 Bell, Michael (05/ASPA)
Subject:

AMA depart 5,back to HHS

.Start:

Thu 3/8/2018 12:30 PM

End:

Thu 3/8/2018 1:00 PM

Recurrence:

(none)

Meeting Status~

Accepted

Organizer:
Required Attendees:

IIhlZ6I1
(OS/lOS) ; Harr ison, Brian (HHS/IOS) ; Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(OS/IOS) ; Tigno r, Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz, Pete·r (HHS/105 )

23

EXT-18-1509-E-000029

 Bell, Michael (05/ASPA)
Subject:

AMA last prep , for Pen & Pad

Location:

610-F

Start:
End:

Thu 3/8/20'18 1:30 PM
Thu 3/8/2018 2:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:

Secretary Scheduler (OS/IOS)

Required Attendees:

liii"iZfill
(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

(OS/IO5); Tignor , Beth
(HHS/I OS); fworney, John K. (HHS/ASL); Urbanowkz, Peter (HHS/IOS); Oakley, Caitlin B.
(OS/ASPA) (Caitlin.Oakley@HHS.GOV); Clark, Timothy (HHS/IOS)~MattLloyd'
(matt.Jloyd@hhs.gov); Rya.n.Murphy1; Brennan, Patrick (O5/ASPA)

Any last minute prep needed for the Pen N Pad

AMI HICAN

PVERSIGHT

24

EXT-18-1509-E-000030

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Prep for Interview
610-F

Start:
End:

Thu 3/8/20'18 2:30 PM
Thu 3/8/2018 3:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liii"iZfill
(0S/ I0S),' Harrison , Brian (HHS/I0S) ; Olson, Carolyn

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/I0S)
(0S/I05) ; iignor , Beth
(HHS/I 05 ); Twomey, John K. (HHS/ASL); Urbanowkz, Peter (HHS/IOS); Ryan.Murphy1 ·;
Oakley, Caitlin B. (0S/ASPA) (Caitlin .Oakley@HHS.GOV); Clark, Ti_mothy (HHS/ I0S) ,•
Brennan , Patrick (0S/ASPA)

25

EXT-18-1509-E-000031

 Bell, Michael (05/ASPA)
HOLD: AMA 1- i interview with DR Mark Siegel

Subject:
Location:

615-F

Start:
End:

Thu 3/8/20'18 3:00 PM
Thu 3/8/2018 3:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liliIZfill
(OS/ IOS); Harrison , Brian (:HHS/IOS); Olson, Carolyn

Secretary Schedu ler (OS/10S)
(OS/IOS); Tignor , Beth
(HH S/10S); Twomey, John K. (HHS/ASL); Urbanowkz, Peter (HHS/10S)•; Oakley, Caitlin B.
(OS/ASPA) (Caitlin.Oak ,ley @HHS.GOV); Brennan, Patri,ck (0S/ASPA) ; Matt Lloyd
(matt) l0yd@hhs.gov); Ryan.Murphy 1

Lead: ASPA

AMI HICAN

PVERSIGHT

26

EXT-18-1509-E-000032

 Bell, Michael (05/ASPA)
Subject:

AMA briefing Follow - up on Maryland Total Cost of Care

Location:

610-F

Start:
End:

Thu 3/ 8/2018 3:30 PM
Thu 3/8/2018 4:00 PM

Recurrence:

(none)

Meeting Status :

Accepted

Organizer:

Secretary Scheduler (OS/IOS)

Required Attendees:

li1ii:Zfill
(OS/ IOS); Harrison , Brian (HHS/I0S) ; Olson,

Carolyn (OS/I0S ); Tignor , Beth
(HHS/I0S); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/I0S); Moughalian, Jen
(HHS/ASFR); [5}I] Brady, Wi'II (HHS/I0S ); Callahan, Kenn eth (HHS/10S); Brooks, John
(HHS/I OS); O'Brien, John (HHS/A SPE); Agnew , Arm (HHS/IOS) ; Seema Verma; 'Brady
Brookes (Bra'dy .Brookes@cms .hhs.gov)'; Diana Perez-Rivera (CMS/OA) (dj,ana.perezrivera@cms.hhs .gov); :F,
ischbach , Aaron (OS/IOS); Kal'avritinos, Jack (OS/IEA); Jeet Guram
(CM S/QA) Ueet.gu ram@cms .hhs .gov) ; Bassano, Amy (CMS/CM Ml} ; Cha,. Stephen S.
(CMS/CMM I); Daniel, Wil lem G. (CMS/CMMI)
CMS Admin ist rator ; Moreno , Rafael (0S/ASA/I0S) ; Hargan , Eric (0S/I0S)

Opt ional A'ttendees:

Topic:

Sec Briefing on the Maryland All-Payer Model

.Reason:

Discuss the model

AMA's Hole:
Lead:
Event POC:

Provide f eedback and make dec1sions
Seema Verma, CMS
Aaron Fi-schba ch,

kb:.L
o.::
Hi..:6
.)L __

_.I=aa=r
.::;.
o'""'n
·=fi=sc:;.;.h=b..:::.ac=h=®--'-"h
h=s=
.gCL:o'-'-v

Attendees: Seema Verma, Brady Brookes , Eric Hargan, W ill Brady, Peter Urbanowicz, John Brooks, Jen Moughalian,
John O'Br ien, Ann Agnew, Jeet Guram . Amy Bassano, Steph Cha, Will Daniel
Briefing Mater ials:

AMI HICAN

PVERSIGHT

TBD

27

EXT-18-1509-E-000033

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA OGA & 05SI Briefing for Ch·ile Trrp

Start:

Fri 3/9/2018 8:30 AM

End:

Fri3/9/2018 9:30 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liliIIBI] (0S/ IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn (OS/IOS); Tignor, Beth

SCff

Secretary Scheduler (OS/10S)
(HHS/10S ); Twomey, John K. (HHS/ASL); Urbanowkz, Peter (HHS/10S}; Olsen, Laura
(HHS/0S/OGA) ; Healy, Jenifer (HHS/0S/OGA ): Demby , Austin (HHS/0S/OGA) ;
Alexander, Thomas (05/0GA); Schaeffer, Alison (HHS/05/0GA) ; Schmoyer, Michael
(0S/OSSI)

30 min OGA Brief
30 min OSSI Brief

AMI HICAN

PVERSIGHT

28

EXT-18-1509-E-000034

 Bell, Michael {OS/ASPA)
Subject:
Location:

AMA to meet with ASFR for LHHS Hearing Prep

Start:
End:

F-ri3/9/2018 1:00 PM
Fri 3/9/2018 1:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

lltii:IBII
(OS/ IOS); Harrison,

615-F

Secretary Scheduler (OS/IOS)
Brian (HHS/IOS); Olson, Carolyn (OS/IOS); Tignor , Beth
(HH S/IOS); fwomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/IOS); Bassett, Matthew
(HHS/ASL); Moughalian, Jen (HHS/ASFR); Street, Am anda (HHS/IOS); Morse, Sara.
(HH S/ASL); Brady, Will (HHS/IOS); Wynne, Maggie (HHS/IOS); Lapinski, Mary-Sumpter
(HHS/IOS); Brooks, John (HHS/IOS); Stannard, Paula (HHS/IOS); Cochran, Norris
(HHS/ ASFR); Miller, Caitlyn (OS/ASFR); McMillen, Cheryl (HHS/ASFR); Cash, Lester
(HHS/ASFR)
1

•

1-2pm, Friday, March 9th : Initial Hearing Prep
o COS Peter Urbaoowicz
o DCOS B1i_anHarrison
o Wi.llBrady
o Counselors
• Maggie Wynne
• Mary-Stm1pter Lapinski
• John Brooks
• Pau la Stannard
o ASFR
• Jen Moughalian
• Amanda Street
• Norris Cochran
• Caitlyn Miller
• Cheryl McM.iUan
• Le ter Cash
o ASL
• Matt Bassett
• Sara Morse

AMI HICAN

PVERSIGHT

29

EXT-18-1509-E-000035

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to meet Andrew Bremberg
WW 217 .

Start:
End:

Fri 3/9/2018 2:00 PM
Fri 3/9/2018 2:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiiZfill(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

Secretary Scheduler (OS/IOS)
(OS/IOS); Tignor , Beth

(HHS/10S);Twomey, John K. (HHS/ASL); Urbanowi~z, Peter (HHS/10S)

This is a principals only meeting request
Topic: Paymen t reforms

AMI HICAN

PVERSIGHT

JL

EXT-18-1509-E-000036

 Bell, Michael (05/ASPA)
Subject:

AMA depart s. Back to HHS

Start:

fri 3/9/2018 2:30 PM

End:

Fri 3/9/2018 3:00 PM

Recurrence:

(none)

Meeting Status ~

Accepted

Organizer:
Required Attendees:

liliiffiII(OS/,lOS); Harrison , Brian (HHS/I OS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(O5/I OS); Tignor , Beth
(HHS/IOS); Twomey, John K. (HHS/ASL}; Urbanowicz, Pete·r (HHS/IOS)

32

EXT-18-1509-E-000037

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to rneet with Maceo to setup IT for IN trip

615-F

Start:
End:

Fri 3/9/2018 4:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organ izer:
Required Attendees:

liliIIBI] (OS/IOS); Harrison , Brian (HHS/1OS); Olson, Caroly n (OS/IOS); Tignor , Beth

F,ri3/9/2018 3:30 PM

Secreta ry Scheduler (OS/IOS)

(HHS/I0S); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/IOS); Clerkley, Maceo
(OS/ASA/OCIO/ITIO)

AMI HICAN

PVERSIGHT

33

EXT-18-1509-E-000038

 Bell, Michael {OS/ASPA)
Subject:
Location:

AMA to have a call with Senator Blunt

Start:
End:

F-ri3/9/2018 4:00 PM
Fri 3/9/2018 4:15 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

lltii:IBII
(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

AMI HICAN

PVERSIGHT

615-F/ CaII '"""l(
b--')('-6,_
) __

___,

Secretary Scheduler (OS/IOS)
(OS/IOS); iignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz , Peter (HHS/IOS}; Street, Amanda
(HHS/IOS); Bassett, Matthew (HHS/ASL)

34

EXT-18-1509-E-000039

 Bell, Michael (05/ASPA)
Subject:

AMA departs ,for Andrews Air force base

Start:
End:

'Fri 3/9/2018 4:30 PM
Fri 3/9/2018 5:35 PM

Recurrence:

(none)

Meeting Status ~

Accepted

Organizer:
Required Attendees:

llfii7iill(OS/IOS); Harrison , Brian (HHS/I OS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(OS/IOS); Tignor Beth
(HHS/IOS); Twomey, John K. (HHS/ASL}; Urbanowicz, Peter (HHS/IOS); Healy, Jenifer
(HHS/OS/OGA); OJ:seri,laura (HHS/OS/OGA); Schaeffer, Alison (HHS/ OS/OGA )

35

EXT-18-1509-E-000040

 Bell, Michael (05/ASPA)
Subject:

AMA whee 'ls down Andrews Air Force Base

.Start:

End:

Mon 3/1 2/20 18 8:45 Atvt
Mon 3/12/2018 8:45 AM

Recurrence:

(none.)

Meeting Status~

Accepted

Organizer:
Required Attendees:

llhlZ6I1
(OS/lOS); Harr ison, Brian (HHS/IOS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(OS/IOS); Tigno r, Beth
(HHS/IOS); Twomey, John K. (HHS/ASL); Urbanowicz, Pete·r (HHS/1O5)

EXT-18-1509-E-000041

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA briefing with Dep . Sec. Hargan

Start:

Tue 3/13/2018 9:00 AM

End:

Tue 3/13/2018 9:30 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

1i1ii1£I1
(0S/ I0S); Harrison,

AMI HICAN

PVERSIGHT

615-F

Secretary Scheduler (OS/IOS)
Brian (HHS/10S); Olson, Carolyn (0S/I0S) ; Tignor , Beth
(HHS/I 0S ); Twomey, John K. (HHS/A SL); Urbanowkz , Peter (HHS/IOSJ; [hl[J Callahan,
Kenneth (HHS/IOS): Brady, Will (HHS/IOS)

2

EXT-18-1509-E-000042

 Bell, Michael (05/ASPA)
Subject:

AMA l{b)(S)

Location:

610-F

Start:
End:

Tue 3/13/2018 9:30-AM
Tue 3/13/2018 11 ;00 AM

Recurrence:

(none)

Meeting Status :

Accepted

Organizer:

Secretary Scheduler (OS/IOS)

Required Attendees:

liiii2fill(OS/IOS); Harrison , Brian (HHS/1OS); Olson,

Carolyn (OS/1OS); Tignor , Beth
(HH S/1OS); r womey, John K. (HHS/ASL); Urbanowicz, Peter (HH S/IOS); Moughalian, Jen
(HHS/ASFR); Street , Amanda (HHS/IOS) ; Morse, Sara (HHS/ASL); Bassett, Matthew
(HH S/ASL); McGuffee, Tyler Ann (HHS/1:0S); Arbes , Sarah (HHS/ASL) ; Hayes, Sean
(HHS/ASL); Lawrence , Courtney (HHS/ASL); Ryan.Mu rphy1; Kemper, Laura (HHS/ASL);
Aramanda , Alec (OS/ASL); Brady, W ill (HHS/IOS) ; Wynne, Maggie (HHS/IOS); Lapi nski,
Mary-Sumpter (HHS/IOS); Bro oks, John (HHS/IOS) ; Stannar d, Paula (HHS/IOS );
Cochran, Norris (HHS/ASFR); Miller, Caitlyn (OS/ ASFR); McMillen , Cheryl (HH S/ASFR)i
Cash, Lester (HHS/ASFR); Char row, Robert (HHS/OGC) ; O 'Brie.ri, John (HHS/ASPE);
Brennan, Patrick (OS/ASPA)

(b)(5)

9:30-llam
o
o
o
o

o

o

Tuesday, March 13 111:l(b)(S)
COS, Peter Urbanowic z .______
DCOS , Brian Harrison
WillBrady
Counselors
• Maggie Wynne
• Ma ry -Sump ter LapiJ1ki
• John Brooks
• Paula Stannard
ASFR
• Jen Moughalian
• Amanda Stree(
• Norris Cochran
• Caitlyu. Miller
• Cheryl McMillan
• Le ter Ca h
AS L
• Matt Bassett
• Sara Morse

AMI HICAN

PVERSIGHT

__,

3

EXT-18-1509-E-000043

 P,ge 044 to Page 072
Withheld pursuantto exemption
(b)(5)
of the Freedom of lnformauonAct

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000044

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to meet wi,th OGC, Bob Char.row

Start:
End:

Tue 3/13/2018 11;30 AM
Tue 3/13/2018 72;00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

llEiiZfil1
(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

615-F

Secretary Scheduler (OS/IOS)
(0S/105) ; Tignor 1 Beth
(HHS/105 ); fworney, John K. (HHS/ASL); Urbanowi~z , Peter (HHS/IDS); Charrow, Robert
(HHS/OGC); White , Caroline (HHS/OGC)

This a 1-1 meeting
No briefing materials

AMI HICAN

PVERSIGHT

5

EXT-18-1509-E-000045

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA meeting with Scheduling
615-F

Start:
End:

Tue 3/13/2018 i:00 PM
Tue 3/13/2018 7:3.0· PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

llEiiZfil1
(OS/I0S) ; Harrison

Secretary Schedule r (OS/I0S)
1 Brian (HHS/10S); Olson, Carolyn (OS/IOS); Tignor , Beth

(HHS/10S);Twomey, John K. (HHS/ASL); Urbanowi~z, Peter (HHS/IOS)

AMI HICAN

PVERSIGHT

6

EXT-18-1509-E-000046

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to make calls to LHHS committee members

Start:
End:

Tue 3/13/20181 :30 PM
Tue 3/13/2018 2:00-PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

[fiimI] (OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn (0S/IOS) ; Tignor , Beth

675-F

Secretary Schedu ler (OS/10S)
(HHS/105); Twomey, John K. (HHS/A SL); Urbanowkz, Peter (HHS/IOS); Mougha( lan, Jen
(HHS/ASFR), Street, Amanda (HHS/IO S); Bassett, Matthew (HHS/ASL); Morse , Sara
(HHS/ASL)

1:00-1:15pm
1:15-1:30pm
1:30-1:45pm- Rep, Steven Womack (R-AK) will call Rose's line to connect
1:45-2 :00pm

AMI HICAN

PVERSIGHT

7

EXT-18-1509-E-000047

 Bell, Michael (05/ASPA)
Subject:

AMA Departs for Rayburn

.Start:

End:

Tue 3/13/2018 2:00 PM
Tue 3/13/2018 2:30 PM

Recurrence:

(none)

Meeting Status~

Accepted

Organizer:
Required Attendees:

llfiITfill
(OS/lOS); Harrison , Brian (.HHS/IOS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(05/I OS); Tignor , Beth
(HHS/IOS); Twomey, John K. (HHS/ASL}; Urbanowicz, Pete·r (HHS/105)

8

EXT-18-1509-E-000048

 Bell, Michael (OS/ASPA)
Subject:
Location:

AMA to meet with Chairman Tom Cole ( R- OK)
2467 Rayburn House Office Buil'ding

Start :
End:

Tue 3/13/2018 2:30 PM
Tue 3/13/2018 3:00· PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liiii:Z6II
(OS/IOS); Harrison , Brian (HHS/10S); Olson, Carolyn

Secretary Scheduler (OS/IOS)
(OS/10S); Tignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/IOS); Moughalian, Jen
(HHS/ASFR); Street, Amanda (HHS/IOS)~Bassett, Matthew (HHS/ASL); Morse , Sara
(HHS/ASL)

!'·lt1W'lr.~I1nn1•, 11 J• JI·
li~l,,,q··, IC·
; 11i•~1,:t
<· .••

AMI HICAN

PVERSIGHT

9

EXT-18-1509-E-000049

 DEPARTME T OF HEALTH & HUMANSERVICES

Office of the Secretary

To:

Alex M. Azar II, Secretary

From:

Jen Mougbalian, Acting Assistant Secretary for Financial Resources (ASFR)
Amanda Street, Acting Director, AS.FR Congressional Rela tions

Through:

Peter Urbanowicz , Chief of Staff
Brian Hamson Deputy Chief of Staff

Subject:

Meet & Greet with Representative Cole, Chainnen of the House Labor , Health
and Human Services, Education and Related Agencies Appropriations
Subcommittee

Date:

March 12, 2018

EVENT DETAILS:
Date:
Tltesday, March 13, 20 l8
Event:
Meeting with Representative Cole
Time:
2:30-3:00pm EST
2467 Rayburn House Office Building
Location:
FY 2018 Omnibus Negotiations Update
Congress l?assed the Bipartisan Budget Act (BBA) on February 9th which included a fifth
Continuing Resolution (CR) to fund the government th.rough March 23. Disagreement between
House and Senate Labor-HHS subcommittees over their allocation, which was set at a lower
level than expected., and riders on gtm violence research and Title X and the Teen Prevention
Pregnancy Program threatened the completion of the FY2018 Omnibus. It's lmclear bow these
issues have been resolved but the cotn1nittees continue to work towards agreement. Over the
weekend appropriations staff continued to work and seek technica l assistance on LHHS issues.
1

Appropriators are aiming to finish the spencLing bills on Wednesday , March 14 th . If agreement
among the approp1iators is reached, the House could consider the bill at the end of the week.
Recent reports indicate a potential vote on Friday , March 16th. If the House fails to act this week
then both chambers will need to consider legis lation the week of March 19111,ahead of the
expiration of the CR on March 23 rd . If they do not believe agreement can be reached, then
Congress may choose to pass a fu ll year CR for LHHS only, since the other 11 committees
appear dose to reaching agreement. Congre s wou ld consider a sh01t-tenn CR if they believe
they can pass on omnibus with additional time. Since the House and Senate are expected to begin
a two week recess for Spring break on March 23 rd, there will be a strong desire to complete work
011 time or push a short term CR until at least the second week of Apr il

1

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000050

 BACKGROUND
Chairman Cole will likely want to discuss a number of topics that are of particular interest to
him, as well as the hearing on the FY 20 19 budget on March 1Sth.
Topic s Chairmen Cole will likely discuss:
• Nationa l Institutes of Health (NIH)
o NIH funding is a top priority, and the Chairman is a strong advocate for continued
investment in NIH. The FY 2018 House bill provides $35.2 billion, +$8.6 billion
above the FY 20 18 President's Budget.
o The Chairman was also opposed to the indirect cost policy in the FY 20 18
President's Budget. The CR included a prohibition on implementing
modification s.
•

Indian Health Service (IHS)
o Chairman Cole is partic ularly interested in IHS. He is a member of the Ch ickasaw
Nation, and also serves on the Interior Subcommittee. He is especially interested
in refonning the agency to better serve Indian Coun try.
o Chairman Cole believes that to address IHS funding issue, either
• IHS should move from under the Interior Appropriat ion Subcommittee to
the LHHS Appropria tion Subcomm ittee or
• IHS should receive mandatory funding instead of discretionary funding.

•

FY 2018 Negot iations
o Dickey Amendment and Gun Violence Research
• Like Senator Blunt, Chainnan Cole is opposed to providing additiona l
funds directed solely for gun violence research.
• He is oppose d to repealing the Dickey Amendment , and agrees with your
position that it is an unnecessary step.
o Title X and Teen Pregnancy Prevention
• The Chairman is a strong advocate for pro-life issues
• He strongly oppo sed the Title X and Teen Pregnancy Prevention
provisions included in the Senate LHHS bill that would prevent the
Department from administering these programs in a way that differed from
the previous admin istration.
FY 2019 Hearing
o The Chairman will likely discuss his style and how he conduc ts his hearings .
o He will discus s his expectat ions for topics, and where he anticipates the Mino rity
to focus their attention.

•

2

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pVERSIGHT

EXT-18-1509-E-000051

 TALKING POINTS
Similar to the discuss ion with Senator Blunt, this time with Chairman Cole is an opportunity to
discuss FY 2018 and FY 2019 priorities. Additionally, staff recommends discussing the Strategic
National Stockpile and the rationale for the transfer from CDC to ASPR. While Chairman Cole's
staff have been briefed on the issue, it would be helpful to address any q
•

HHS FY2018 pr iorities: opioids, serious mental illness (SMI), ensuring our preparedness
and response capab ilities, preserving the NEF .

•

Opioids and SMI
o $3 billion was included in OMB's addback to the FY2018 budget, and $10 billion
for FY 2019
o The Administration and HHS are committed to fighting the opioid epidemic
o Investment in efforts to address the epidemic is essent ial
o We hope to work with you on this request and provide TA on the allocation to
ensure success for the American people in tackling these issues

•

Preparedness and Response/Flu
o The FY 2018 President's Budget provided +$ 135 million above FY 2017
Enacted for pandemic influenza
o HHS is challenged to continue investing in improved medical countermeasures
and maintaining critical domest ic manufactur ing infrastructure for pandem ic
influen za preparedness. For the last decade, these activities were supported by
pandemic influen za supplemental appropriations which are now nearly exhausted.
o Thank you for your recognition and continued support in this area.
• NOTE : The House carries the same level of investment as the FY2019
budget for pandemic influenza.

•

Nonrecurr ing Expense Fund (NEF)
o The FY 2018 President 's Budget rescinded $560 million from the Nonrecun-ing
Expenses Fund, however, the FY 2018 addback from 0MB reverses the
cancellat ion.
o The Nonrecurring Expenses Fund is a vital resource for HHS to fund physical and
IT infrastructure projects that typically cannot be funded from annual
appropriations. We strongly encourage the preservation of these funds to ensure
current and ongoing projects may continue .

•

Activities we currently have underway at the Department: the transfer of the SNS from
CDC to ASPR

•

Strategic National Stockpile (SNS)
o The threats facing the U.S. are increas ingly complex and dangerous (e.g.,
emerg ing infect ious diseases, threats from terrorists and state actors, and extreme
weather events).

3

/\MERICAi\

pVERSIGHT

EXT-18-1509-E-000052

 o

The SNS is a key component of the U.S. government's response capabilities.

o

Shifting operational control of the SNS from CDC to ASPR will improve the
speed and effectiveness of emergency responses.

o

•

ASPR was established in 2006 by the Pandemic and All Hazards Preparedness
Act (PARP A) to create "unity of command" for all public health and medical
preparedness and response functions under one person.
o The SNS was created in 1999, before ASPR was estab lished, and was
placed at CDC after being moved back and forth between HHS and
DHS.
o PAHP A, however , provided the Secretary with the administrative
authority and the flexibility to determine the situation and operational
contro l of the SNS.

•

Wh ile placing the SNS at CDC made historical sense, the creation and
maturation ofASPR provides an opportunity to better al ign the direct
oversight and management of SNS under ASPR.

•

When disasters occur, ASPR leads the Nationa l Response Framework,
Emergency Support Function #8 for HHS , thereby coordinating federal public
health and medical responses, such as the recent string of high consequence
hurr icanes.

•

ASPR has a robust medical logistics capability that supports the National
Disaster Med ical System (NDMS), moving medical personnel, equipment,
and supplies across the nation with in hours.

•

ASPR works closely with state & local emergency management professionals ,
clinicians, health care facilities, pub lic health officials, and NDMS response
teams who may be called upon to dispense SNS contents.

•

ASPR plans to exercise different SNS dispensing mechanisms and implement
innovat ive approaches to improve stockpiling and distribution practices and
ensure SNS contents can be quickly dispensed and used locally.

•

All of these capab ilities within ASPR will improve the speed and
effectiveness of emergency responses.

Making this change will strengthen and streamline the entire medical
countermeasures (MCM) enterprise.

•

ASPR leads the MCM enterprise - setting MCM requirements, develop ing
and procuring new products thro ugh BARDA and Project BioShield.
o Congress established the Biomedical Advanced Research and
Development Agency (BARDA) and Project BioShield to encourage
4

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pVERSIGHT

EXT-18-1509-E-000053

 •

•

o

companies to develop medical products the government needs to keep
Americans safe from national security threats by creating a
government market where there is usually not a commercial incei1tive.
The SNS has been operationally separate from the rest of MCM advanceddevelopment and procurement initiative s, leading to gaps and disconnects in
the enterprise and the public-private partnerships upon which it is built.
o Currently, MCM procurement responsibilities are divided between
ASPR and CDC. When MCMs for DRS-identified national security
threats are in late stage development, ASPR-BARDA can procure
them using the Project BioShield Special Reserve Fund (SRF). After
these MCMs are approved or licensed by the Food and Drug
Administration (FDA), procurement responsibility currently shifts to
CDC.
Moving the SNS under ASPR will lead to a more predictable , streamlined
process, remove an additional market disincentive, and ensure better
integration across the enterprise.

Making this change will enable HHS to take advantage of synergies and
efficiencies in supply chain logistics.

o This is a transfer of responsibility for, and operation of, the SNS program.
HHS does not currently intend to physically move the SNS from the area(s)
in which it currently located.

o

HHS implementation working groups, including staff from ASPR and CDC,
have already been established and their work is underway to ensure a
smooth transition is completed by October 1, 2018.
•

This decision was not made hastily, and discussions occurred over several
months before a determination was made that it was an appropriate time for
this move to occur.

•

Congress has the ability to weigh in on this issue during PAHP A
reauthorization, however, I believe Congress will come to the same
conclusion that the Administration has come to, which is that ASPR is the
appropriate home to oversee the SNS on behalf of the Department.

5

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EXT-18-1509-E-000054

 REP. TOM COLE (R), CHAIRMAN - 4 th Uistrict of Okl ahom a
South central - Norman, Lawton , part of Oklahoma City
Residence: Moore
Born: April 28, 1949; Shreveport, Louisiana
Religion : Methodist
Family: Wife, Ellen Co le; one chi ld
Education: Grinnell Co llege, B.A. 1971 (hi story) ; Yale U., M.A. 1974 (British
history ); U. of Ok lahoma, Ph.D . 1984 (19th Century British history)
Military Service: None
Career: Political consult ant; party officia l; congressiona l djstrict director; professor
First Elected: 2002 (8th term)
Latest Election: 2016 General (69.63%)
PoJiticaJHighlights: Okla , Republican Party chai.rn1an, 1985-89 ; Okla . Senate, 1989-91 ; Okla .
sec retary of state, 1995-99
Committees: A ppropriat ions (LHH S - Chairman , Defense, Interior); Bud get; and Rule s
FY 2019 Budget Comments
Durin g the FY2019 Ho use Btid get Committee hearing with Directo r Mulvaney , Co le discussed the
following:
• the inve stment in the opioid crisis ,
• appreciation for mandatory refonns, particularly Graham-Cas sidy
• supp ort for the additional funding for N IH
FY 2018 Budget hearing question topics included : Importance of NIH, Emergency Preparedness
and his support for I.HS
Recent Inte ractions
• Mee t & Gree t schedu led for March 13. 2018
Legislative Interests
• Nationa l Institute s of Health: NIH funding is a top priority. Opposed the indfrect cos t po licy
in the FY 2018 President's Budget.
• Indian Health Service (IH S) : Ve ry interested in IHS and serves on the Interior Subcomm ittee .
Chai rman Co le believe s that to address IHS ftmding issue, either lliS should move from
u nder the Interior Appropriation Subc omn:uttee to the LHHS Appropriation Subcommittee or
JHS shou ld rec eive mandatory functing instead of discretionary funding.
• Li fe Prot ectio ns: Strong supporter of life issues .
Additional Background
• Nat ive American - membe r of the Chickasaw Nat ion
• Pragmatist with a good working relationship with Sen . Blunt
• District is h ome to Tinker Air Force B ase, Fort SiU, and the Uni versity of Oklahoma
• Rep . Co le vote d for the Bipaiti san Budget Act.

6

/\MEf ll Al\

pVERSIGHT

EXT-18-1509-E-000055

 Bell, Michael (05/ASPA)
Subject:

AMA Departs for HHS

Start :

End:

Tue 3/13/2018 3:00 PM
Tue 3/13/2018 3:30 PM

Recurrence:

(f'\one)

Meeting Status ~

Accepted

Organizer:
Required Attendees :

llfiiliill(OS/lOS); Harrison , Brian (HHS/I OS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(OS/IOS); Tignor , Beth
(HHS/IOS); Twomey, John K. (HHS/ASL}; Urbanowicz, Pete·r (HHS/10S)

10.

EXT-18-1509-E-000056

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to meet with ASPR for GETS card

Start:
End:

Tue 3/13/2018 3:30 PM
Tue 3/13/2018 3:45 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organ izer:
Required Attendees:

ltiiiZfill(0S/ IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

AMI HICAN

PVERSIGHT

615-F

Secretary Scheduler (OS/IOS)
(OS/IOS); Tignor, Beth
(HHS/IOS); Twomey, John K. (HH S/A SL); Urbanowicz, Peter (HHS/IOS); Meeki'ns, Chris
(OS/ASPR/I0) ; Kadlec, Robert (OS/ASPR/10)

u

EXT-18-1509-E-000057

 Bell, Michael (05/ASPA)
Subject:

AMA Pre Br,ief for Meeting wit h Fadlo Khuri 1 MD. , President of the American University
ln Beirut, (AUB)

Location:

615-F

Start:
End:

Tue 3/13/2018 4:45 PM
Tue 3/13/2018 5:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer.
Required Attendees:

Secretary Scheduler (0S/I0S)
ILhillill(0S/ ,I0S); Harris0n, Brian (HHS/I0S) ; Olso n, Carolyn (OS/10S); Tignor, Beth
(HHS/I05) ; Twomey, John, K. (HHS/ASL); Urbanowicz , Peter (HHS/I05) ; Zebley, Kyle
(HHS/I05); Grigsby, Garrett (HHS/0S/0~A) ; Hoffman, Linda M (HHS/0S/0GA)

Prep AMA for meet ing with Faldo Khuri, M .D., President of the American University in Beirut, (AUB)

AMI HICAN

PVERSIGHT

12.

EXT-18-1509-E-000058

 Bell, Michael (05/ASPA)
Subject:

AMAto meet with Fadlo Khuri. M.D., President of the American University in Beirut,
(AUB)

Location:

615-F

Start:
End:

Tue 3/13/2018 5:00- PM
Tue 3/13/2018 5:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer.
Required AUendees.:

Secretary Scheduler (0S/I0S)
liliTifilJ
(0S/.I0S); Harrison, Brian (HHS/I0S); Olson, Carolyn (OS/I0S); Tignor, Beth
(HHS/10S);Twomey, John K. (HHS/ASL);Urbanowicz, Peter (HHS/10S);Zebley, Kyle
(HHS/10S);Gr.igsby,Garrett (HHS/0S/ 0GA); Hoffman, Linda M (HHS/0S/0GA)

Secretarv's role: Listening mode only
Secretarial Scheduling Request
Event Title:

Meeting: Faldo Khuri, M.D., President of the American University in Beimt, (AUB)

Dat o/Time:

5 :00p.m

Recommendation:

on Tuesday , March 13, 201{.
OGA rec(lmmeml that Secretary Azar meet with Dr. K.buri.

AUB is a private , se<.:u
lar and independent university in Beirut, Lebanon . Degrees awarded at the AUB are officially
registered with the New York Board of Regents. AUB is internationally recognized a the best university in Lebanon, and
the AUB Medical College (MC) is one of the oldest faculties of medicine in the Middle East. Research productivity by
scientists atAUB MC is the highest in the Lebanon. AUB MC bas been a recipient of multip le NationalJns titute of
Health (NIH) grants (CL!tTently
there are 5 active grant covering topics such as tobacco use and non-communicabl
diseases), as well a generous funding from USATO. Several distinguished HHS subject matter expe1t earned their
degrees from AUB. HHS " lationships with private entities in the Middle East are not nearly as robust as o01er regions,
and meeting Dr. Khuty is an opportunity to develop one with a premiere i11stitution. Further. knowii1g Dr. Khuri would
provide the Secretary with a□ on-the-ground bigbly respected health professional outside of the U.S. Government to
consult witb about public health Leadershipin tbe Eastern Mediterranean region; the status of health education and
research in the Middle East· t he impact of the con.fljct and refugee crisis on the Midd·le East s pub] ic health system; and
other areas ofcoJlaboration . Dr. Khnri was born in Boston , bas U.S . medical training , is affiliated witb Emory
University, has personal ties to Nffl and travel lo the United States often.

Secretary's Role:
Secretary Azar will meet Dr. Kburi learn about the current priorities for AUB, discuss Dr. Khuri ' s
analysis of the priorities and trends for public health and the medical scien<.:esin the Middle East, and briefly discuss
topics of mutmil interest
Last time Dr. Khuri met with HHS Secretat"y ot Senior-Leadership;

This will be the Secretaty'

first meeting.

Event/Meeting POC:
Kyle.Zebley@hhs,gov
Desk : 202-260-6494
Cell: t~b_
)(6_
) --~

AMI HICAN

PVERSIGHT

13

EXT-18-1509-E-000059

 Location:

TBC
Attendees:
OS: OGA Director Garret Grigsby, OGA Senior Advisor Kyle Zebley, OGA Middle East D irector Linda Hoffman
AUB:
Fadlo Khuri, M.D., President of the American University in Beirut

/\Mlf ll Al\

pVERSIGHT

14

EXT-18-1509-E-000060

 Bell, Michael (05/ASPA)
Subject:

AMA Depart for Dinner

Start:
End:

Tue 3/13/2018 6:00 PM
Tue 3/13/2018 6:30 PM

Recurrence:

(f'\one )

Meeting Status ~

Accepted

Organizer:
Required Attendees:

llfiiliill(OS/lOS); Harrison , Brian (HHS/IOS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(OS/IOS); Tign or, Beth
(HHS/10S); Twomey, John K. (HHS/ASL}; Urbanowicz, Pete·r (HHS/10S)

15

EXT-18-1509-E-000061

 Bell, Michael (05/ASPA)
Subject:
Location:

Start:

Desk Time
615-F

End:

Wed 3/14/2018 8;00 AM
Wed 3/14/2018 10:30 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

Secretary Scheduler (OS/I0S)
~ (OS/I0S); Harrison, Brian (HHS/10S); Olson, Carolyn (OS/IOS); Tignor, Beth
(HHS/I0S); Twomey, John K. (HHS/ASL); Urbanowi~z, Peter (HHS/IOS)

AMI HICAN

PVERSIGHT

16

EXT-18-1509-E-000062

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA pre - Brief for meeting, with Bill Gates/ Gates Foundation

Start:
End:

Wed 3/14/2018 10:30 AM
Wed 3/14/2018 10:45 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

llliilliIJ(OS/IOS),· Harrison , Brian (HHS/IOS); Olson, Carolyn

615-F

Secretary Scheduler (OS/IOS)
(0S/105) ; iignor , Beth
(HHS/10S); Twomey, John K. (HHS/A SL); Urbanowkz, Peter (HHS/10S); Zebley, Kyle
(HHS/IOS); Grigsby, Garrett (HHSfOS/O GA); Wynne, Mag,gie (HHS/105)

Lead: OGA, Prepare AMA for meet ng with Bill Gates

AMI HICAN

PVERSIGHT

17

EXT-18-1509-E-000063

 Bell, Michael (05/ASPA)
Subject:

AMA to meet with Bill Gates

Location:

615-F

Start:
End:

Wed 3/14/2018 10:45 AM
Wed 3/14/2018 11:30 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liii:iZfill
(OS/IOS); Harrison, Brian (HHS/10S); Olson, Carolyn (OS/10S); Tignor, Beth

Secretary Scheduler (OS/IOS)
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/IOS}; Zebley, Kyle
(HHS/IOS); Grigsby, Garrett (HHS/0S/OGA); Wynne, Mag,gie (HHS/10S); Kadlec, Robert
(OS/ASPR/10)

i'·l~l·'· l,il,11i1t!,11•11
,,,i; 1:,, 1:1111
1r,,;,.
i,,• :\ •.

Attendees:
Bill Gates
Rob Nabors, Director of US Polley, Advocacy, and Communications
Jonah Goldman, General Manager Advocacy and Government Relations, bgC3 (Jonah is with BiWs
private office)

Kathy Young (will not join the meeting)
Chris Cole (unarmed security; will not join the . meeting)

Mr. Gates will be in town next week, and we would like to request a meeting with Secretary Azar, should the Secretary's
schedule permit. As you may know, the foundation invests in a number of global health and development prior ·ities,
some of which intersect with the work of your agency (in particular, with the work of CDCand NIH). We were hoping to
seek an introductory meeting with the Secretary to discuss some of our work ,

AMI HICAN

PVERSIGHT

18

EXT-18-1509-E-000064

 DEPARTMENT OF HEAL TH & HUMAN SERVl CES

To:

Secretary Azar

From:

Ganett Grigsby, Director for Global Affairs

Through:

Au tin Demby Acting Deputy Di.tector for Global Affairs

Subject:

Meeting with Bill Gates

Date:

Wedne day 14 March 2018

Office of the Secretary
W tsh.ington. D.C. 2020 I

Meeting Details
Location:
HHH 615-F
10:45 - 11 :30 am
Time:
Staff:
GmTett Grigsby, Director for Global Affairs
Robert Kadlec , Assistant Secretary for Preparedness and Response
Maggie Wynne , Counselor to the Secretary , IOS
Kyle Zebley , Senior Advisor, OGA
Scenario
Bill Gates requested this general introductory meeting. It bas no spec ific ask. He is conducting
meeting s with many Cabinet level officia.ls who oversee agencies in which the Bill and Melinda
Gates Foundation (BMGF ) has specific equities and collaborations. We anticipate that M r. Gates
will use the time to explain the BMGF' s global health priorities, including his focus on rese arch
and development, polio eradication, their engagement with BARDA , and global health security.
He may also ra.ise some of his personal investment s made in Alzheimer's disease , which are
outside the Foundation's programs.
Objectives

•
•

Tha nk Mr. Gates for bis ti.rne and interest in engaging with you a:i1dthe Department. We
enjoy a long history of collaboration and we look forward to continuing that engagement.
Welcome Mr. Gates perspective on his priority issues.

Non-USG Participants
BilJ Gates
Rob Nabors , Director of US Policy , Advocacy , and Communications
Jonah Goldman , General Manager Advocacy and Government Relations
Key Points

•

Tba nk you for yow- long standing commitment to health issues, including improving the
health and welJ-being of people around the world.

•

We deeply appreciate tbe long-standing partnersh ips between the Department and the
Foundation on a variety of topics, and welcome continued engagement in the future.

AMI HICAN

PVERSIGHT

EXT-18-1509-E-000065

 Meeting with Bill Gates - (03/14/2018]

Global Hea lth Sec urity

•

The Gates Foundation is a "game-changer" in advancing global public health and we
have enjoyed a rich history and partnersh ip working together in many areas.

•

Thank you for your clear articulation of global health security threats at the recent
Munich security meeting.

•

The U.S. Government strongly supports global health security and the Global Health
Secu rity Agenda (GHSA) to prevent, detect, and respond to infectious disease threats,
including its extension to 2024.

•

The GHSA Steering Group is undertak ing a consultative process to develop the next
phase of GHSA that will work to ach ieve sustainable and measurable advances in global
health security. We look forward to a strong collaboration with the Gates Foundation to
ensure that the next phase of GHSA is effective.

Polio

•

Thank you for your leadersh ip in the advocacy and program space, including your
support to plan for a post-po lio world.

•

We hope that gains made through polio can be applied to other vaccine preventab le
diseases like meas les and rubella .

Research & Develop ment

•

We are very satisfied with the close working relationship between the NIH and Gates
Foundation.

•

Our collaborative approach to global healt h research and development is precedent
setting. You have helped bridge the gap where there is no promise of a significant market
to motivate private investment in drugs , vaccines, and diagnostic.

•

Between the Foundation and NIH, we represent over 50% of global health R&D, and we
need to encourage diverse stakeholders to support investments in this critical field,
including emerging econom ies.

BARDA

•

Thank you for the important collaborations between the Fou ndation and the Department.
[NOTE] AJS Kadlec will be present should specific requests come up regarding BARDA

2

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EXT-18-1509-E-000066

 Meeting with Bill Gates - (03/14/2018]

Protecting Life in Global Health Assistance

(We don't expect this to come up, but we also know Family Planning is something the Gates
Foundation generously supports; it's a priority of Melinda Gates. Melinda doesn't advocate for
abortion, but did criticize the Trump Administration for the expanded Mexico City Policy)
•

In May 2017, the Administration initiated the new, expanded 'Mexico City Policy' to ensure
that U.S. taxpayer funding does not support entities that provide or actively promote abortion
as a method of family planning through foreign non-governmental organizations (FNGO).

Key Stakeholders :
•
•

•
•

HHS staff and Operating Divisions , Departm ent of State, Department of Defense , USAID,
andNSC
As pait of the oversight of this policy, the State Depaitment, USAID, HHS, conducted a sixmonth review just before Christmas. Secretary of State Rex Tillerson is now reviewing its
recommendations.
In the first six months of implementatio n, HHS had no FNGOs that didn't agree to the policy.
Across the USG, only three partners out of 732 have thus far declined to sign the agreement.
(Planned Parenthood International, Marie Stopes International, and one unnamed DoD
partner)

Attachments
I.
Background
II.
HHS Activities and Collaborat ions with BMGF
ill.
Biographies

3

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pVERSIGHT

EXT-18-1509-E-000067

 Meeting with Bill Gates - (03/14/2018]

Background
The Bill & Melinda Gates Foundation (BMGF) is the largest philanthropic organization in the
world. It works in more than 100 countries, including grantees in all 50 U.S. states and the
District of Columbia. In developing countries , BMGF focuses on improving people's health and
giving them the chance to lift themselves out of hunger and extreme poverty. In the United
States, it seeks to ensme that all peop le-e specially those with the fewest resources - have
access to the opportun ities they need to succeed in school and life. Based in Seattle, Washington,
the Foundation is led by CEO Dr. Susan Desmond-Hellmann and Co-chair William H. Gates Sr.,
under the direction of Bill and Melinda Gates and Warren Buffett. The cmTent endowment is
$40.3 billion and the Foundation employs 1,453 people. In 2016 alone, the Foundat ion totaled
$4 .6 billion in direct grantee support .
The Global Health Division aims to reduce inequities in hea lth by developing new tools and
strateg ies to reduce the burden of infect ious disease and the leading causes of child mortality in
developing countries . They work with partners to deliver proven tools- includ ing vacc ines,
drugs, and diagnostics-as well as discover path-breaking new solutions that are affordable and
reliable. They also invest heavily in vaccines to prevent infectious diseases and support the
developme nt of integrated health solutions for fami ly planning, nutrition, and maternal and child
health.
The Foundation heavily invests in the World Health Organization (WHO) and is a significant
financial supporter, surpassed only by the United States in terms of financial giving . As the
largest private donor to the WHO, the Gates Foundation has a strong interest in WHO's success
and was recently admitted as a non-state actor in official relations with WHO, allowing it more
access and engagement in the decisions of the organization. In addition, Mr. Gates gave a
keynote address at the 64th World Health Assemb ly in 2011, and his wife, Melinda, gave remarks
at the 67 th World Health Assembly in 20 14.

Global Health Security
The Un ited States seeks to minimize the threat of destabi lizing internationa l health emergencies,
and to protect Americans at home and abroad by working to ensure that countries around the
world can prevent , detect , and respond to infectious disease threats at their source, regardless of
whet her they are naturally occ urring, accidental, or intentional. Protecting the Amer ican pub lic
requires working beyond our borders to build capacity to prevent, detect , and respond to disease
threats wherever they emerge. The Global Health Security Agenda (GHSA) was launched in
2014 to strengthen global health security and implementation of the International Health
Regu lations (IHR) and today is a 55-co untry multi-sectora l initiative with specific technical areas
of work , such as building Emergency Operations Centers , strengthening laboratory capac ity, and
enhancing biosurveillance in human and animal sectors. The USG is a global leader in this effort,
and approximately 20% of USG funding to WHO supports global health security preparedness
and response efforts. The BMGF has played a key role in GHSA as a non-governmental
stakeho lder and has been a strong supporter of WHO ' s implementat ion of Jo int Externa l
Evaluation of country capacities. We welcome their engagement as the next five-year iteration of
GHSA is developed.

4

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pVERSIGHT

EXT-18-1509-E-000068

 Meeting with Bill Gates - (03/14/2018]

Polio
Polio can be eradicated within the timeframe of the Trump Administration. Fostering sustained,
high-level political commitment for eradication efforts is critical to success. The U.S.
Government is the major funding source for this effort (approx. $1bn/year), as well as technical
and strategic support. Polio represents a priority for BMGF funding to WHO, accounting for
nearly 60% of their funding to the World Health Organization (WHO). CDC works closely with
the Bill and Melinda Gates Foundation (BMGF) , WHO, UNICEF , and Rotary to end the
transmission of polio through the Global Polio Eradication Initiative (GPEI), a public-private
partnership. The GPEI is working in the three countries with ongoing transmission (Pakistan,
Afghanistan, and Nigeria) to stop transmission and support surveillance and other impo1tant
immunization activities around the world.

Research & Development and NIH Collaboration
NIH and Bill & Melinda Gates Foundation have enjoyed an excellent working partnership since
the creation of the Grand Challenges in Global Health initiative over 12 years ago. Together,
these organizations represent over 50% of global research and development expenditure on
diseases that disproportionately affect populations in low- and middle-income countries. Major
collaborative projects include vaccines to prevent HIV and malaria, experimental models to
accelerate TB drug discovery, reduction of premature births , and affordable point-of-care
diagnostic technologies. Our most notable partnerships have included a meningitis vaccine
resulting in the lowest seasonal incidence in the African meningitis belt ever recorded, and a test
for drug-resistant tuberculosis called Xpert MTB/RIF that has reduced the time of diagnosis from
three months to less than two hours

The Biomedical Advanced Research and Development Authority (BARDA)
In 2016 , BARDA launched the CARB-XBiopharmaceutical Accelerator , the world ' s largest
public-private partnership focused on preclinical discovery and development of new antibacterial
products to help address the threat of antibiotic resistance. This collaboration, managed by
Boston University, committed $455M in funding over five years , working with four other
partners , including the California Life Sciences Institute (CLSI) , the Massachusetts
Biotechnology Council (MassBio), and RTI International. The Gates Foundation has recently
expressed interest in joining CARB-X as a partner and additional source of funding. At this
time, the discussions are ongoing , but the U.S. is very supportive of the Gates Foundation
joining. The Gates Foundation has proposed a contribution of ~$25 M total over four years. The
Wellcome Trust was an initial funder for CARB-X, showing that the funding model works well
with foundations. Of note, this level of funding does not grant the Foundation representation on
the CARB-X steering committee - the minimum for this is $10 M/year.

Gates Medical Research Institute
The Bill & Melinda Gates Foundation is establishing a non-profit medical research organi zation
that will combat diseases that disproportionately impact the poor in low- and middle-income
countries by accelerating progress in translational science. The formal name of the organization
will be the Bill & Melinda Gates Medical Research Institute.
5

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pVERSIGHT

EXT-18-1509-E-000069

 Meeting with Bill Gates - (03/14/2018]

The foundation anticipates that the initial focus of the institute will be to enhance the product
development pipeline for malaria, tuberculosis, and enteric and diarrheal diseases. Since 1990,
the globa l health product development pipeline has produced dozens of high impact interventions
that have helped to save more than 100 million lives. The institute intends to build on this
progress by capitalizing on novel platforms and new strategies that could increase the
identification, selection, and optimization of novel candidates for drugs, vaccines, diagnostics,
and medical devices. The foundation then intends to transition potentially viable interventions to
product development partners, developing country manufacturers, and others to take forward into
late-stage development.
The institute will be co-located in the Seattle and Boston metropolitan regions and it is
anticipated that the institute will formally commence operations in late 2017 (although it is
unclear at this time if that has happened). Over the next several years it is expected that it will
sca le up to employ 80-120 full-time employees supported by an annual operating budget of
approximately $100 million.

6

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EXT-18-1509-E-000070

 Meeting with Bill Gates - (03/14/2018]

HHS Activities and Collaborations with the Bill and Melinda Gates Foundation
Centers for Disease Control and Prevention (CDC)
HIV /AIDS: Advancing the development and delivery of new HIV prevention methods while
improving the efficiency and effectiveness of existing prevention and treatment efforts;
reducing infections among adolescent girls and young women through the DREAMS
partnership; and using the HIV platform to strengthen systems for data use to improve
decision-making.
TB: CDC works side by side with governments and partners like BMGF to find, cure and
prevent TB, particularly in countries with a high burden of the disease. Building on our CDC
and PEPF AR platforms and investment, efforts focus on strengthening national TB strategies
and programs in priority countries with high rates of TB , drug-resistant TB and TB/HIV coinfection.
Malaria and other vector-borne diseases: A close relationship has been established with CDC's
Division of Parasitic Diseases and Malaria, working towards global eradication through
initiatives like Malaria Zero and the ACT Consortium. BMGF also is particularly interested
in innovative approaches and tools to control the spread of other diseases in mosquitoes, like
Zika and Dengue.
Advanced Molecular Detection (AMD): In late 2017, BMGF funded a project assessing the
infonnation technology infrastructure needed to support adoption of next-generation genomic
sequencing (NGS) in public health settings in the United States and to NGS implementation
needs in Africa CDC's five-site reference laboratory network. Work performed through this
project could jump-start the use of AMD technologies in laboratories at home and abroad.
Cholera: CDC was a founding member of the Global Task Force for Cholera Control (GTFCC)
in 1992, which was revitalized by the Gates Foundation in 2014. CDC's Division of
Foodborne, Waterborne, and Environmental Disease, Division of Global Health Protection,
Global Immunizations Division participate in the GTFCC technical working groups.
CHAMPS: The Gates Foundation is supporting the Child Health and Mortality Prevention
Surveillance Network (CHAMPS), a network of disease surveillance sites in developing
countries. These sites are helping gather better data, faster, about how, where, and why
children are getting sick and dying. This data will help the global health community get the
right interventions to the right children in the right place to save lives. CHAMPS is ahead of
schedule for most grant milestones. Five sites in Mozambique, South Africa, Kenya, Mali,
and Bangladesh have launched child mortality surveillance

7

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EXT-18-1509-E-000071

 Meeting with Bill Gates - (03/14/2018]

Nationa l Institutes of Health (NIH)
NIH has established eight working groups pursuing milestone-driven projects. These groups are
convened annually to gauge progress and discuss future plans. Mr. Gates participates in these
annual meetings, which take place on the NIH Campus. Key areas of current cooperation are as
follows:

•
•
•
•
•
•

Efficacy studies of two HIV vaccines moving forward
Evaluat ion of a novel , long acting injectable antivira l for HIV prevention
TB drug development and clinical endpo ints
Single-dose HPV vaccine
Contraception
Indoor air pollution

Biomedical Advanced Research and Development Authority (BARDA)
The previous BARDA Director (Acting), Dr. Richard Hatchett, met with Bill Gates to discuss
the BARDA model of medical countermeasure development , focusing on emergency
preparedness for emerging infectious diseases.
BARDA participated in an organizational meeting of the proposed Universal Influenza Vaccine
Global Funders Consortium , which was convened by the Task Force for Global Health, a Gates
Foundation -funded entity.

8

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pVERSIGHT

EXT-18-1509-E-000072

 Meet]ng with BIii Gates - [03/14/2018]

Biographv
Bill Gates, Co-Chair and Trustee for the Gates Foundation
Bill Gates is co-chair of the Bill & Me lind a Gates Foundation .
Along with co-chair Melinda Gates, he suapes and approves
grantmaking strategies, advocates for the foundation's issues, and
he]ps set the overall direction of the organizat ion.
Bill and Melinda Gates work together to expand opportunity to the
world's most disadvantaged people by collaborating with grantees
and partners. They also participate in national and international
events and travel extensively to focus attention on the iss ues the
foundation champions.
Gate s began his major philanthropic efforts in 1994, when he
created the William H. Gates Fow1dation, which focused on global
health . TI1ree years later , be and Melinda created the Gates Library
Foundation, which worked to bring public access computers with Internet connections to
libra1ies in the United States. Its name changed to the Gates Learning Foundation m 1999 to
reflect its focus on ensuring that low-income minority students are prepared for college and have
the means to attend. In 2000, to increase efficiency and communication, the two groups merged
into the Bill & Melinda Gates Foundation .

In 1975, Gate s left Harvard University in his jun ior year to focus on Microsoft, the company he
founded with his chi ldJ1ood friend Paul Allen. As chief software architect and chairman, Gates
led the company to become the worldwide leader in business and personal softwa re, services,
and soluti ons . In July 2008, G ates transitioned into a new ro le as chairman of Microsoft and
advisor on some key development projects .
He is a member of the board of directors of Berkshire Hathaway Inc .
Gates grew up in Seattle with hi s two sisters. His father, William H. Gates Sr., is a co-chair of
the foundation and a retired attorney. His late mother , Maiy Gates, was a schoolteacher ,
University of Washington regent , and chaiiwoman of Un ited Way h1ternational. The Gate ses
have three children.

9

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pVERSIGHT

EXT-18-1509-E-000073

 Bell, Michael (05/ASPA)
Subject:
Location:

Desk Time
615-F

Start:
End:

Wed 3/14/2018 1T:30 AM
Wed 3/14/2018 12:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiiiiIT1
(OS/IOS),·Harrison, Brian (HHS/IOS); Olson, Carolyn (0S/10S); Tignor, Beth

Secretary Scheduler (OS/IOS)
(HHS/10S);Twomey, John K. (HHS/ASL); Urbanowi~z, Peter (HHS/10S)

AMI HICAN

PVERSIGHT

19

EXT-18-1509-E-000074

 Bell, Michael (05/ASPA)
Subject:
Location:

HOLD/ Desk Time

615-F

End:

Wed 3/14/2018 1:00 PM
Wed 3/14/2018 1;30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiiiiIT1
(OS/I0S); Harrison, Brian (HHS/10S); Olson, Carolyn (OS/IOS); Tignor, Beth

Start:

Secretary Scheduler (OS/I0S)
(HHS/I0S); Twomey, John K. (HHS/ASL); Urbanowi~z, Peter (HHS/IOS)

AMI HICAN

PVERSIGHT

20,

EXT-18-1509-E-000075

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to make member Calls to LHHS committee

Start:
End:

Wed 3/14/2018 1:30 PM
Wed 3/14/2018 4;30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

liiii:Zfil1
(OS/1OS); Harrison , Brian (HHS/1OS); Olson, Carolyn

615-F

Secretary Scheduler (OS/IOS)
(OS/1OS); Tignor, Beth
(HHS/1OS); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/1OS);Moughalian, Jen
(HHS/ASFR); Street, Amanda (HHS/1OS); Morse, Sara (HHS/ASL); Bassett, Matthew
(HHS/ASL)

1:30-1:4Spm- Rep. Nita Lowey(D-NY) will call Rose1 s line to connect
1:45-2 :00pm-Rep. Andy Harris(R-MD) will call Rose's line to connect
2 :00-2 : 15pm 2 :15-2:30pm2 :30-2:45pm- Rep, Martha Roby(R-AL)-call

.....
1
(b_)(_6_) __

___,

2:45-3 :00pm- Rep. Rodney Fr,elinghuysen(R-NJ) - will call Rose's line to connect
3 :00-3:lSpm-Rep. Chuck Fleischmann (R-TN)- will call Rose's line to connect
3:15-3:30pm-Rep . Jamie Herrera- Beutler(R-WA) will call Rose's Line to connect
3:30-3:45pm-Rep. John Moolenaar(R-MI) will call ,Rose's line to connect
3:45-4:00pm- Rep. Mike Simpson(R-10)- Call ~
l(b_H_6_
) --~
4 :00-4 :l Spm -,Rep. Mark Pocan(D-WI) will call Rose's line to connect
4 :1S-4:30pm - Rep, Katherine Clark (D-MA)- her office will call Rose to connect-CANCELLED she is sick today

AMI HICAN

PVERSIGHT

21

EXT-18-1509-E-000076

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Speec'lil Prep for NACHC

Start:
End:

Wed 3/14/2018 5:00 PM
Wed 3/14/2018 5:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

llliilliIJ(OS/IOS),· Harrison , Brian (HHS/1OS); Olson, Carolyn

615-F

Secretary Scheduler (OS/IOS)
(OS/IOS); Tignor, Beth
(HH S/IOS); Twomey, John K. (HHS/ASL); Urbanowicz , Peter (HHS/IOS); Brennan, Patrick
(OS/ASPA}; Oakley , Caitl in B. (OS/ASPA) (Caitlin.Oakley@HHS.GOV) ; Clark, Tim othy
(HHS/IOS); Ryan.Murphy1; Bassett, Matthew (HHS/ASL)

speech on 3~16
First round Speech prep for NACHC

AMI HICAN

PVERSIGHT

22

EXT-18-1509-E-000077

 Bell, Michael {OS/ASPA)
Subject:
Location:

AMA to make calls to LHHS Committee

Start:
End:

Wed 3/14/2 018 5;30 PM
Wed 3/14/2018 5;45 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

liiii:Zfil1
(OS/IOS); Harrison,

615-F

Secretary Scheduler (OS/IOS)
Brian (HHS/I OS); Olson , Carolyn (OS/1OS); iignor, Beth
(HH S/IOS); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/1OS),; Street, Ama nda
(HHS/1O5); Moughalian, Jen (HHS/ASFR); Bassett, Matthew (HHS/ASL),• Morse, Sara
(HH S/ASL)

5 :30-5:45pm - Rep. Lucille Royba l Alla rd(D-CA)- cafl ~-(b_)(_6_) _______

AMI HICAN

PVERSIGHT

23

___,

EXT-18-1509-E-000078

 Bell, Michael (05/ASPA)
Subject:
Location:

Start:

AMA to call Rep. Rosa Delauro(D -CT)
615-F / Call

End:

Wed 3/14/2018 5:45 PM
Wed 3/14/2018 6:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:

Secretary Scheduler (OS/10S)

Required Attendees:

llliilliIJ(0S/ IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

(0S/10 S); Tignor , Beth
(HHS/10S); t worney, John K. (HHS/ ASL); Urbanowkz, Peter (HHS/10S); Moughallan,
(HHS/ASFR); Street, Amanda (HHS/10S); Bassett, Matthew (HHS/ASL); Morse , Sara
(HHS/ASL)

Her office Will call Roses line to connect

AMI HICAN

PVERSIGHT

24

EXT-18-1509-E-000079

Jen

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA departs to Capital,

Start:
End:

Thu 3/15/2018 9:30 AM
Thu 3/15/2018 10:00 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

ltiiiZfill(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

Rayburn

Secretary Scheduler (OS/IOS)
(OS/IOS); Tignor , Beth

(HHS/10S); Twomey,John K. (HHS/ASL); Urbanowicz, Peter (HHS/10S)

AMI HICAN

PVERSIGHT

25

EXT-18-1509-E-000080

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Discussion on Department Opioid Strategy

Start:
End:

Thu 3/15/2018 l :30 PM
Thu 3/15/2018 2:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liiiiZfill(OS/IOS); Harrison,

Optional Attendees:

610-F

Secretary Scheduler (OS/I0S)
Brian (HHS/IOS); Olson, Carolyn (0S/I0S) ; Tignor, Beth
(HHS/I05 ); Twomey, John K. (HHS/ASL); Urban owicz , Peter (HHS/I0S); Lapinski,, Mary~
Sumpter (HHS/I0S); [lliillMougha1ian, Jen (HHS/ASFR); Kathryn Bell
(kathryn.be!l@hhs.gov); Stevenson, Sarah-Uoyd (HHS/I0S); Schuchat, Anne MD
(CDC/OD); Brandt, Kimberly (CMS/OA); Kouzoukas, Dernetrios (CMS/QA);
scott.gottlieb@fda.hhs.gov; Colfms, Francis (NIH/OD) [E]; Giroir, Brett (HHS/ OASH);
Mccance-Katz, Elinore (SAMHSA/OAS); Agnew, Ann (HHS/IOS); Robinson, Wilma
(HHS/I0S); Wright, Natasna (0S/I0S); Grove, Matthew R. (HHS/OS); Hawkins, Jamar
(HH S/OS); Callahan , Kenneth (HHS/IOS); Brady, Will (HHS/ I0S); Charrow , Robert
(HHS/OGC); White , Caroline (HHS/OGC); Graham, John (HHS/ASPE); Bassett, Matthew
(HHS/ASL)
Encarnacion , Dolkie (SAMHSA/OA); Pennington, Caitl in (FDA/OC); Bembo, Dinah
(HHS/OASH); McManus, Ayanna (NIH/ OD) [EJ; Strength, Tracie (CDC/0D/OCS) ; Jones,
Christopher (SAMHSA); Campbell, Taylor (HHS/ OGC) (CTR); Brennan, Patrick (0S/ASPA) ;
Adams, Jerome (HHS/ OASH); Hargan, Errc (OS/1'0S);Iqbal, Carie (CMS/CM)

Topic: The HHS response to Lheopioid crisis thus far and an upcoming presidential event and associated rollouL.
Objective: To bear about ongoing activities within the Department and ideas for future activities as pa11of the
Department ' s response to the opioid crisis , within the context of a document that the White House plans to release on
Monday.
Background: See Attachment Memo
List of Attendees/Participants:

Peter Urbanowicz Chief of Staff
Brian Han-ison Deputy Chief of Staff
Mary-S1.unpterLapinski TOS
Kathtyn Be1l, IOS
Sarah-Lloyd Stevenson, 10S
Elinore McCance-Katz, SAMHSJ\
Christopher Jones, SAMHSA
Anne Schuchat, CD
Francis Colhns, NIH
Nora Volkow, NIH
Lauren Silvis, FDA
Demetrios Kouzoukas, CMS
Kimberly Brandt, CMS
26

PVERSIGHT

EXT-18-1509-E-000081

 Brett Giroir, OASH
Jerome Adams, OASH
Ann Agnew, Exec Sec
Wilma Robi nson , Exec Sec

nJ1••
;-·1:
:1

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Mee ting / Eve nt Agenda:
I :30 Welcome & Overview -Brian Harr ison/Ma ry-Swnpter Lap inski
1:35-1 :40 - Dr. McCance-Katz
l :40-1 :45 - Dr. Schuchat
1:45-1 :50 - Dr. Collins
I :50-1:55- Lauren Silvis
1:55-2:00 - Demetrios Kouzoukas , Kim Brandt
2:00-2:05 - Dr. Giroir
2:05-2:30 - Questions aod discussion with Secretary Azar
Attachments:
HHS 's Response to the Opioid Crisis - Informational Memo
CDC'S Efforts to Combat the Opioid Cris is un der the HHS Opioid Strategy
NU-fProposal for a Bo ld Effort to Combat the Opioid Crisis through a Pilot Demonstration Project
Summary of OASH Activities Related to Opioids

/\Mlf

ll Al\

pVERSIGHT

27

EXT-18-1509-E-000082

 CDC'S Efforts to Combat the Opioid Crisis under the HHS Opioid Strategy
As the Nation's Public Health Agency, CDC leads HHS opioid overdose prevention by taking a public health approach
with an emphasis on state-based prevention. CDC efforts align with the five areas of the HHS Opioid Strategy with a
primary focus on strengthening the public health data reporting and collection to improve the public health response.
CDC tracks the emergence and evolution of the epidemic, develops recommendations for providers and public health
depa1tments , and supports implementation of solutions through our partnership with and funding of state programs. CDC
also initiated and enhanced collaboration between public health, health care, substance abuse treatment, and public safety.
Snapshot of Current CDC Activities
CDC plays a critical role in opioid overdose prevention by strengthening surveillance , improving prescribing practices,
and working to identify and scale up effective interventions. States are a focal point for action, and funding initiatives
equip state health departments with resources to combat tbe epidemic. CDC uses data to drive action to prevent and
address opioid overdoses as well as other negative health effects of this epidemic. CDC has unique scientific expertise to
prevent people from getting addicted to opioids in the first place by improving opioid prescribing. In response to the rise
in deaths attributable to illicit opioids, CDC is streng then ing surveillance and response to inform and engage public safety
and substance use treatment efforts addressing illicit opioids. In addition , CDC has initiated efforts at the community and
local levels to empower consumers to make safe choices .
Beginning in FY 2015, CDC launched the Overdose Prevention in States (OPIS) effort as the agency's approach to
provide support to states as they respond to the epidemic. Currently , OPIS efforts directly funds 45 states and Washington,
D.C. Through OPIS, CDC equips state health departments with resources and technical support needed to scale up
surveillance and advance effective preventive interventions. With support from CDC, states also have made strides in
surveillance of opio id overdoses by increasing the timeliness of actionable opioid overdose data.

In order to advance the practice of pain management, and subsequent to the release of the CDC Guideline for Prescribing
Opioids for Chronic Pain in March 20 I 6, CDC developed a comprehensive suite of tools and resources to operationalize
recommendations to change the culture of opioid prescribing. CDC has continued efforts in tailoring materials for
implementation, including clinical continuing education. CDC also launched a commu nications campaign to help equip
states to better fight the opioid overdose epidemic. The campa ign aims to increase awareness and knowledge among
Americans about the risks of prescription opioids and deter inappropriate use.
CDC has also responded to the increase in illicit opioid-related deaths by establishing and strengthening collabora tion
with partners including public safety and substance abuse treatment. CDC plays a pivotal role in the implementation of the
Heroi n Response Strategy and its aims, which include working to gather, ana lyze, and dissemi nate vital informatio n about
drug abu se to develop and inform evidence-based responses to the opioid epidemic w ithin geograph ic areas. CDC is also
monitoring rates of new cases of HN and vira l hepatitis related to opioids, and improv ing data collection on opioid use
among pregnant and reproductive-aged women and resultant impacts on newborns, both in the hospital and longer term.

Opportunities for Action
Despite efforts to combat the opioid crisis, the United States rema ins in the midst of an op ioid overdose epidem ic
involving both prescriptions and illicit opioids like heroin and illicitly -manufactured fentanyl. Deaths are only part of the
problem: for each death invo lving prescription opioids , hundreds of people abuse or misuse these drugs. Without more
action in these areas , the US will continue to see this crisis , and its far reaching effects grow. To support the Secretary's
strategy, CDC is ready to take action in the following ways:
• Strengthen our understa nding of the epidemic through better public health surveillance. CDC will enhance
surveillance activ ities across all 50 states and Washington, D.C. CDC will advance its understanding of the opioid
overdose epidemic by increasing the timeliness and improving the quality of morbidity and mortal ity data .
• Scale up prevention initiatives across all 50 sta tes and Washington, D.C. This work also responds to the HHS
priority to strengthen our understanding of the epidemic through better public health surveillance.
• Advance better practices for pain management. CDC will develop and expand tools and resources to inform
clinical decision making through CDC's Guideline , with a focus on vu lnerable populations rural areas or Tribes .
• Improve access to treatment and recovery services by providing linkages to care for at-risk individuals to
retain patients in effective treatment for opioid use disorder and/or neonatal abstinence syndrome in babies born
to mothers who are addicted to opioids .
• Implement new activities focused on infectious disease elimination in select jurisdictions, including those high
rates of opioid-re lated transmissio n.

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pVERSIGHT

EXT-18-1509-E-000083

 NTH Proposa l for a Bold Effort to Combat th e Opio id Crisis thro ugh a P ilot Demonstratio n Project

Overview:
Despite multiple effective prevention and treatmen t strategies , most of the 2 million Americans with Opioid Use
Disorders (OUDs) do not receive appropriate treatment for their addiction. The Nat ional Institutes of Health (NIH)
proposes to work with key HHS , DOJ , and VA partners to conduct demonstration research stud ies in selected geographic
areas in states highly affected by the opioid crisis. These studies will test the implementation of an integrated model of
care delivery system to prevent, screen, diagnose, and treat OUDs . In collaboration with federa l partners the collective
results of the studies will ultimately advance the priority goals of the HHS Opioid Strategy by quickly decreasing
overdose deaths, hospitalizations, neonatal opioid withdrawal syndrome , and HIV and BCV transmiss ion attributed to
opioids, while increasing screening, treatment access and retention, and expanding the utiliza tion and maintenance of
medication assisted treatment into all levels of treatment settings.
Study Aims:
Thi s demonstration project is designed to integrate community, health care, and criminal justice system s to test:
• Expanded treatment capacity in multiple settings (e.g., primary care, emergency departments, OB/GYN clinics,
infectious disease clinics , pain clinics, pharmacies, and jails /prisons) .
• Enhance d access to care in rural settings via novel models of treatment delivery (ie spokes and hub model) and the use
of digital health technology and telemedicine .
• Expanded education and training of health care provider s and other stakeholders in best practices for the screening
and treatment ofOUDs and for the management of pain.
• Improved patient outcomes including reduced morbidity and mortality caused by OUDs.
Study Desig n/Framework:
The study will test an a1Tayof federally-supported, evidence -based implementation projec ts, including those supported by
SAMHSA. These projects wi ll span prevent ion, treatment, and recovery services delivered in an integrated manner w ithin
rural community, health care, and criminal justice systems at the community and state level. Stage 1: Preventing OUDs
via community education and screening for the early identification of OUD as well as by improving pain treatment
prescribing practice s .
• Stage 2: Identification of OUDs for proper treatment referra l
• Stage 3: Linkage to care for those identified with OUDs
• Stage 4: Medication assisted treatment initiated among those entering care
• Stage 5: Retentio n for at least six months among those who initiate treatment
• Stage 6: Continuous abstinence sustained among those who successfully complete treatment
Comprehens ive Models of Care: The study will test implementation of best pract ices for expanding prevention ,
screening, and treatment for OUDs in primary care settings, infectious disease clinics, and emergency departments. This
will include implementation of new models for delivery of MAT by nurses and pharmacists and integrated care models to
increase medication compliance and relapse prevent ion. It will also measure the impact of expanding evidence-based care
for pregnant women with OUDs and of their infants, access and delivery ofnaloxone for opioid overdose reversal, tools to
support clinical dec ision-makin g, digital technologie s for MAT in rural communities, and the engagement of firstresponders , and the criminal justice systems in a comprehensive model of care.
Training and Education: The study will measure the impact of expanding training of health care providers in best
practices for screening and management of pain including opioid prescription and screening and treatment of OUD, and of
launching a community-level public awareness communications campai gn on opioids.

Collaboratio n with Federa l and Other Partners: The study will be carried out by NIH in partnership with other HHS
agencies (e.g., SAMHSA, HRSA, CDC, CMS), other Operating Divisions (e.g., DOJ, DOD ), and state health
departments , pharmacies, fire stations, police stations , professional societies, and other key stakehol ders.
Timeframe and other Parameters: This demonstration study is intend ed for 2-3 years. Grant applican ts will need to
demonstrate the support and participation of designated public agencies responsible for coordinating State-wide opioid
responses (i.e., State Health Departn1ent, Governor's Office , etc.) and of the Univers ity involve d with the proposal.

pVERSIGHT

EXT-18-1509-E-000084

 Summary of OASH Activities Related to Opioids
OASH includes 11 core public health offices , 10 regional health offices across the nation, and three
Presidential and 11 Secretarial advisory committees . Through these organizations, OASH is positioned to
coordinate high prior ity issues for HHS leadership, given its position in the HHS Office of the Secretary.
The factors that affect the opio id crisis and the HHS response to it are multi-faceted and comp lex because
many different people under different circumstances are affected. As HHS undertakes activities that
support the 5-Point Strategy to Combat the Opioid Crisis , it is important to balance the need to end the
deva stating effects of opioid misuse w ith also ensuring that people living with pain can continue to work
with their doctors to develop an integrative pain treatment plan that optimizes function, quality of life, and
productivity .
At this time, OASH is undertaking over 60 activities to address the opioid crisis. These activities address
prevention and inform provider policy , patients and the public, and systems-level change through
webinars , newsletters , training, technical assistance , social media , and partnersh ips. Other topic areas
include treatment, recovery, and research.
Prevention: The Chief Medical Officer (CMO) is leading the Pain Managemen t Inter-agency Task Force
to identify gaps and make recommendations for improving best practices for treating acute and chronic
pain. The CMO also participates in the Office of National Drug Contro l Policy lnteragency Steering
Committee to address opioid demand reduction. CMO and SAMHSA co-chair the Behavioral Health
Coordinating Council which addresses opioids, behavioral and primary care integration, workforce issues
around the opioid crisis. The Regions have partnerships that have led or will lead to Opioid Summits to
address regional priorities and possible solutions. The Surgeon General is developing an Advisory on
Na loxone and a Prescription to Prevent Opioid Addiction .
The Office on Women ' s Health (OWH) and the Office of Minority Health (OMH) have awarded many
grants to community organizations to prevent prescription and illegal opioid misuse. The Office of
Adolescent Health is addressing trend s in adole scent opioid use, factors that increase risk of and protect
against opioid use, and resources for prevention and treatment. The Office of Disease Prevention and
Health developed Pathways to Safer Opioid Use as an intera ctive online trainin g for opioid use and pain
manage ment. The Office of HIV /AID S and Infectious Disease Policy, in partnership with OWH ,
sponsored a National Academies Workshop Exploring the Consequences of the Opioid Epidemic on the
Spread of Infectious Disease.
Treatment: OASH Region 1 and SAMHSA partnered to develop a CME /CE course Clinical Guidance for
Treating Pregnant and Parenting Women with Opioid Use Disorder and Their Infants. The CMO and
NIH are implementing the National Pain Strategy , to reduce the burden of chronic pain in the U .S. and
achieve a system of care in which all peopl e receive high quality , evidence-based pain care. The SG is
also developing an OpEd on ev idence-based principles of treatment to be published in NEJM or another
similar publication.
Research: OAS H Regions are partnering to share information with public health and provider
communities about VA-sponsored research on trauma and opioid use disorder. The OMH Resource
Center maintains database s for all stakeholders to conduct analyses related to the opioid crisis. The
Advisory Committee on Minority Health (ACMH) has made the opioid crisis one of its priority focus
areas. CMO team is participating in Office of Science , Technology and Policy committee to develop and
opioid R&D roadmap. The SG is developing a Report, on Alcoho l, Drugs , and Health: Spotlight on
Opioids.

/\MERICAi\

pVERSIGHT

EXT-18-1509-E-000085

 DEP RTME T OF HEALTH & HUMA

To:

ERVI.CES

Office of the Secretary

ecretary Alex M. Azar TI

From:

Mary-Sumpter Lapinski

Subject:

HHS's Response to the Opioid Crisis - Informational Memo

Date:

Wednesday March 14 2018

Background:
Addre sing the opioid epidemk is a top pdority for the Administration and for HHS . In April 2017 , ID-IS
laLmched a five point strategy that provides the overarching , comprehensive framework for HHS action to
combat the opioid crisis. The HHS Opioid Strategy aims to:
• Jmprove access to prevention . treatment, and recovery support services;
• Target the availability and distribution of overdose-reversing drugs;
• Strengthen public health data reporting and collection ;
• Support cutting-edge research on pain and addiction ; a nd
• Advance the practice of pain management.
Under the leadership of HHS , SAMHSA , DC , FDA , CMS , and NIH have been working collabosatively
to advance actions in support oftbe HHS Opioid Strategy and are deve ,!oping clear measures of success .
Although great strides have been made to advance the HHS Opioid Strategy since its launch , we believe
there are additional opp011uuities for bold , aggressive action to further s!Tengthen our collective respon se.
Snapshot of Current Activities bv Agency:

SAMHSA
SAMHSA is building community capacity for prevention, treatment and recovery support services, and
overdose prevention through grant such as the S1ate Targeted Response (STR) to the Opioid Crisis,
MAT PDOA , Drug Free Communities, Bui lding Communities of Recovery, Pregnant and Postpartum
Women, Drug Courts and Reentry Programs , and our First Responders and Preventing Overdose Dea th
naloxone grants . In addition SAMHSA dedicates significant resources for training and technical.
assistance to support these efforts . SAMHSA recently awarded $12 million to create an Opioid STR
technical as istance program to assist communities across the spectrum of prevention . treatment , and
recovery activities . SAMHSA also funds the Providers Clinical Support System for MAT and the
Regional Addiction Techno .logy Tran sfer Centers to facilitate the adoption and integration of evidence
into practice. Finally , our newly formed Policy Lab , charged with supporting innovation , evaluating
promising approaches , and the adoption of evidence-based practices and policies, is prioritizing it effo11s
on opioids .
CDC
CDC provides resources and scientific support to 45 states and Washington, D.C. to impro ve data
collection and enhance prevention . CDC is focu sed on enhancing data collection within states and at the
federal level. CDC is improving the timeliness and quality of reporting , including establishing an early
warning system to infonn prevention , improving toxicology testing, monitoring HIV and iral hepatiti
infections related to opio.ids, and improving data on pregnant women and babies impacted by opioids
States use their prevention funding to: J) enhance prescription drug monitoring programs ; 2) improve
health system and inslu-er practices for safer prescribing; 3) evaluate policies; and 4) quickly respond to

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000086

 DEPARTME

T OF HEALTH & HUMA

SERVICES

Office of the Secretary

emerging and critical needs. CDC collaborates with law enforcement as part of the Heroin Response
Strategy and links public health and Lawenforcement locally. CDC also s11pplieshealtb care providers
with the tools and resources necessary to advance the practice of pain management using its Guideline for
Presa ibihg Opioids.for Chronic Pain and related tools. Lastly , CDC is educating consumers about the
risks of opioids and t he impot1ance of discussing safer, more effective pain management options with
healthcare provide1. through its Rx Aw'areness communications campaign.

FDA
To decrease expos1u·e and prevent new addiction , FDA is exploring whether unit of use packag ,ing of
opioids (such as blister packs) could help encourage more appropriate prescribing practices and address
the problem of excess s11pplyin the U.S., as there would be fewer pills ilcfl in medicine cabinets that could
be inappropriately accessed by family members, including children. FDA is actively exploring current
authorities in this area and looking at how FDA can work voJuntarily with the supply chain distributors
and manufacturers to get immediate-release opioid ana ·Jgesics ,in unit of use packs.
FDA also plays an impo11ant role in lbc interdiction of unlawful drugs, in particular, illegal drugs that are
shipped through International Mail Facilities (lMFs). FDA took action to enhance our operations at IMFs.
FDA' aim is to stop, inspect, and test more packages tl1at contain suspicious dmgs. FDA also is looking
C'loselyar certain opio.ids that may have a higher abuse potenilal, and taking action to address this higher
abuse potential, as with a FDA 's first-of-its-kind reque t to remove an opioid pain drug from the market
due to the public health consequences associated with the product' abuse . To foster development of
therapies, FDA is developing guidance to encourage the development of additional opioid use disorder
(OUD) treatment".

CMS
CMS 1s addressing the opioid crisis using unique levers as a payer and a · the overseer of the Me.di care
Medicaid. and tbe Exchange . Medicare has direct CMS le,vers through reimbursement and coverage
policies, while Medicaid and the Exchange levers are through supporting states with additional
programmatic flexibilities. technical. assistance, and sharing best practices. Several states received
Medicaid 1115 waivers to expand opioid treatment capacity aad more state submissions are expected.
CMS works with Prut D Prescription Drug Plans to reduce overprescribing and encmmtges states to take
similar actions through Medicaid and private coverage . Medicare data shows promising trends : the
nwnber of beneficia1ies who were overprescribed decreased by 61 % from 2011 to 2016 - even though
program enrollment grew during that tin1e. CMS is pursuing mea ures to address the opioid crisi s on a
parallel track with measures to ensure access for legitimate pain management. CMS is also actively
evaluating non-opioid pain treatments via Medicare as well as payment mechanisms (such as quality
measures that incentivize early screening for opioid use m1dtreatment. Finally , CMS helps identify and
pursue fraudulent or abusive practices .

NIH
NIT-Ifunds $600M/ year in research to develop new prevention and treannent strategies for opioid
addiction and pain management. NJHresearch seeks to understand the basic science of complex
neurological pathways involved in pain and addiction develop new medications and formulations to
improve compliance for OUD treatment and overdose prevention, including the combination of
medication-assisted tteatment (MA with behavioral interventions as well as implementation and
services research . Prior successes from this research include the development of a nasal spray formulation
of na]oxone, extended re,lease formulations ofnaltrexone and buprenorph.ine for the treatment of OUD ,
and the discovery of new molecular targets for treating pain. In October 2017 Nill launched ACT NOW

n

2

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000087

 OEPARTME

TOF HEALTH & HUMA

SERVICES

Office of the Secretary

a clinical study to t1°eatand track outcomes of infants with Neonatal Opioid Withdrawal Syndrome, which
wiU be expanded in the coming year. Recent NTH-supported research advances include a comparison
analysis showing that bu_prenorphine and naltrexone are equaJly effective for the treatment of OUD once a
patient has been initiated on therapy , and that buprenorphine treatment of OUD in prison decreased
mortality upon release by 60%. Lastly, an $8 l M collaboration between the VA, DOD, and NIH st11died
non-pharmacological approaches for pain management in U.S. militruy personnel veterans and their
families .

GASH

OASH enhances prevention , treatment, reseaTch and other efforts by engaging stakeholders through the
Pain Management Best Practices Inter-Agency Task Force, established by the Comprehensive Addiction
and Recovery Act of 2016. The Task Force will develop a report to Congress about best practice clinical
guidelines and make recommendations to address identified gaps and inconsistencies that exist in current
practice. OASH also co-chairs the HHS Behavioral Health Coordinating Council, which addresses
pre criptioo opioid use, prima1y care and behavioral health integration , and workforce issues. OASH and
N1H are implemenling the National Pain Stralegy , to reduce the burden of chronic pain in the U.S. and
achieve a system of care in which all people receive high quality, evidence-based pain caTe. OASH
Regional Health Administrators are engaging in effot1 ' that encourage changes in the health care system
at varying levels thrnugh webinars, newsletters, training , technical assistance, social media and
partnerships. Individual offices within OASH are engaging on this issue tlu·ough grants to community
organizations the creation of training tools , and other activitie .
Opportunities for Bold, Aggressive Action:
Existing laws have expanded funding to build treatment capacity through SAMHSA grants and provider
waivers for medication-assisted treatment; however , significant access limitations remain across
geographic areas , with payer and coverage inconsistencies, and where treatment is available, it continues
to be disjointed across different providers in the medical system . At the same tin1e, there is a clear
recognition that pain care in the United States must move away from an overreliance on opioids to a
system that provides access to non-opioid phannacological and nonpharrnacological modalities and
multidisciplinary , team-based care. Finally, our current ability to monitor the opioid issue relies on data
that i incomplete and not tied to outcomes research, missing opportunities for more real-time researcn
into what is worldng in addressing the crisis a11dsupp01ting more seamless and targeted responses as
trends chm1g .

Actions to advance the practice oj'pain management:
• Improve access to and coverage for more effective non-opioid trearmeuts.
• Strengthen education and training on pain management in health professional schools and early
career training programs for physicians dentists, nurses and nurse practitioners physician
a si,stat1ts,phanoacists psychologists, cow1selors. aod otber healtb professiouals.
o Build on the tools and resources from CDC's Guideline.for Pres cribing Opioidsfor
Chronic Pain lo inform clinical decision making, with a particular additional focus on
vulnerable populations in rural areas or Tribes.
• Explore evidence-based approaches that encourage electronic prescribing-as a mechanism for the
prescriber to provide doclliuen~ation of medical necessity before the drug is dispensed by tbe
pharmacy, and how to leverage the currenl sy tern of prescription drug monitoring plans
(PDMPs) to improve safe opioid prescribing .

3

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000088

 DEPARTME TOFHEALTH & HUMA SERVI .CES

Office of the Secre tary

Actions lo expand care/or opioid addiction:
• E,xpand permanent system capacity for treatment of OUD and incentivize provider participation
in comprehensively addressing needs of patients.
• Strengthen education and training on substance use and addiction in health professional schools
and early career training program .
• Jmprove access to treatment and recovery services by providing linkage " to care for at-risk
individuals to Tetain patients in effective treatment for OUD and/or neonatal opioid withdrawal
yndrome .
• Improve the quality of care , particularly by improving connections and acce s to MAT for those
withOUDa.

Rev,ise SAM HS A ''s funding announcements to ditect states to use their funding
on the implementation of service delivery models (Hub-and-Spoke, Centers of
Excellence, Project Echo) and systems of care that can prov ide high-quality MAT
and the full complement of support services needed to achieve long-term
recovery.
Identify patient who bave been administered naloxone and link them to treatment.
o

•
•

Identify, encourage .and bclp individuals with an OUD access treatment fm their disorder.

Action s to speed translation o_
f resear ch into pra ctice and improv e data coll ec lion and sur veillan ce:
• Better understand the opjoid overdose epiden:tic by increasing the tirneJiness and improving tbe
quality of morbidity and mortality data to infonn targeted prev ention activities by expanding
CD s surveillance act ivities to all 50 states and Wa hington , D.C . and enhancing the program .
o Enhance the existing infrastructure for data collection (medical examiner , coroners ,
toxicological testing, additional electronic reporting , etc.) to ensure a stronger disea e
detection ystem in the U.S.
• Better co nnect serv ices with research to ensure that what we are learning from the field is
inJonning our research. and our research is informing the field, including evaluating innovative
serv ice delivery models a. they are being implemented with .HHS funding and quickly
disseminate find ings to states , policymakers , and the field to na1i-owthe re earch to pract ice gap .
o NlH will support research on effecti veness of specific in ter enLions funded throug'h
SAMHSA STR award s to pec ific states.
o NIH proposes a bold demonstration project, wbich would allow states to compete to be
p.ilot locations for a fully integrated implementation approach lo optimizing the cascad e
of care for OUD and decrea se overdoses.
• Working with indu try , accelerate the development of more flexible options for the treatment of
OUD , overdose prevention and reversal , and new non-addictive medications for pain .

As we embark on bold , aggressive acti.ons to ensure that all who need treatment can get it and work to
build a sustainable system of care, we strongly recommend the estab lishment of l) A substance use
d.isorder approach that includes systems of care consisting of outpat ient services , inpatient services, and
residential programs based on medica l necessity criter ia and the requirement that any inpatien t/28-day
type programs must refer to and.follow up to assure successful entry to ongo ing outpatient treatment ; and
2) treatment for substance nse disorders and co-occurring mental disorders that are reimbursed at parity

with med ical services.

4

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000089

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to review Documents with OSSI

Start:
End:

Thu 3/15/2018 2:45 PM
Thu 3/15/2018 3;00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

ltiiiZfill(0S/I0S) ; Harrison , Brian (:HHS/10S); Olson, Carolyn

AMI HICAN

PVERSIGHT

615-F

Secretary Scheduler (OS/I0S)
(0S/I05) ; iignor , Beth
(HHS/I0S ); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/I05); Schmoyer ,
Michael (OS/OSSI)

28

EXT-18-1509-E-000090

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to meet with Keagan Lenihan

Start:
End:

Thu 3/15/2018 2:30 PM
Thu 3/15/2018 2'.45 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

ltiiiZfill(OS/IOS),' Harrison , Brian (HHS/IOS); Olson, Carolyn

615-F

Secretary Scheduler (OS/IOS)
(OS/IOS); Tignor , Beth
(HHS/I OS); Twomey, John K. (HHS/A SL); Urbanowk:z , Peter (HHS/IOS); Keagan Lenihan
(k:eagan.lenihan@h'hs.gov) ; Smith , Christophet (HHS/ASPA)

Meeting requested by Brian

AMI HICAN

PVERSIGHT

29

EXT-18-1509-E-000091

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to meet with John Brooks
615-F

Start:
End:

Thu 3/ 15/2018 3:00 PM
Thu 3/15/2018 3;15 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

llEiiZfil1
(OS/IOS),' Harrison , Brian (HHS/IOS); Olson, Carolyn

Secretary Scheduler (OS/IOS)

(0S/10S); Tignor , Beth
(HHS/10S);Twomey, John K. (HHS/ASL); Urbanowi~z, Peter (HHS/10S); Brooks,John
(HHS/105)

AMI HICAN

PVERSIGHT

30.

EXT-18-1509-E-000092

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to meet with k~b~
)(~6~
) --~

Start:
End:

Thu 3/15/2018 4:00 PM
Thu 3/15/201 8 4:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

lltilifiil(0S/IOS); Harrison , Brian (HHS/IOS); Olson , Carolyn

615-F

Secretary Scheduler (OS/IOS)
(OS/IOS); Tignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz , Peter (HHS/10S); Clark, Timothy
(HHS/IOS); Stirrup, Heidi (HHS/10S) ; Ashendorf, Jacob (HHS/10S)

b)(6)

Position for which he is under consideration: Senior Advisor to the Secretary for Value Payment Reform/aka Pay for
Value
Requested by Peter,
Close Hold. Do we have a half hour of Secretary tim e on Thursday afternoon for an interview w ith t his gentleman? He is
a possibility for one of our value based tra nsformati on roles.
Thanks,
Peter

AMI HICAN

PVERSIGHT

31

EXT-18-1509-E-000093

 Page 122
Withheld pursl.Jilntto exenipllon

\b)(6)
of the Freedoni of lnformauanACT.

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000094

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Speec'lil Prep for NACHC

Start:
End:

Thu 3/15/2018 6:00 PM
Thu 3/15/2018 6:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

ltiiiZfill(OS/IOS); Harrison , Brian (HHS/IOS) ; Olson,

615-F

Secretary Scheduler (OS/IOS)
Carolyn (OS/IOS) ; Tignor, Beth
(HHS/IOS ); Twomey, John K. (HHS/ASL) ; Urbanowicz, Peter (HHS/IOS); Brennan, Patrick
(OS/ASPA) ; Oakley , Caitlin B. (OS/ASPA) (Caitlin.Oakley@HHS.GOV) ; Clark , Tim othy
(HHS/IOS); Ryan.Murphy1; Bassett, Matthew (HHS/ASL)

Final Speech prep for NACHC speech on 3-16

AMI HICAN

PVERSIGHT

32

EXT-18-1509-E-000095

 Bell, Michael {OS/ASPA)
Subject:
Location:

AMA Briefin9 with Dep. Sec..

Start:
End:

Fri 3/16/2018 7~30 AM
Fri 3/16/201
AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

lltii:Z6II
(0 S/IOS); Harrison,

AMI HICAN

PVERSIGHT

615-F

a a·oo

Secretary Scheduler (OS/IOS)
Brian (HHS/IOS); Olson, Carolyn (OS/105); Tignor , Beth
(HH S/IOS); Twomey, John K. (HHS/ASL); Urbanowkz , Peter (HHS/IOSJ; [hl[J Callahan,
Kenneth (HHS/IOS) : Brady, W ill (HHS/105)

33

EXT-18-1509-E-000096

 Bell, Michael (05/ASPA)
Subject:
Location:

Start:

Desk Time

615-F

End:

Fri 3/16/2018 8:30 AM
Fri 3/16/2018 9:00 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

lltiiZ6II
(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/IOS)

(0S/I05) ; Tignor , Beth
(HHS/I0S); Twomey, John K. (HHS/ASL); Urbanowi~z, Peter (HHS/I0S)

34

EXT-18-1509-E-000097

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to speak at NACHC Federal Update to General Session
Marritt Wardman Park Hotel, Washington DC

Start:
End:

Fri 3/16/2018 10:15 AM
Fri 3/16/2018 10:40 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

IZtiiZfill
(OS/IOS); Harrison , Brian (HHS/IO S); Holden,

Secretary Scheduler (OS/IOS)
Ronald (OS/IOS); Lagomarsino ,
Katie (OS/ IOS); Olson, Carolyn (OS/IOS); Tignor, Beth (HHS/1OS);Twomey, John K.
(HHS/ASL); Urbanowicz , Peter (HHS/1O5); Brennan, Patrick (O5/AS PA); Oakley, Caitlin B.
(OS/ASPA) (Caitlin .Oakley@HHS.GOV); Pasch, David (OS/ASPA); Clark, Timothy
(HHS/IOS); Smith, Christopher (HHS/ASPA)

1:f, ,1J::1:nJ:J11n:
11
,,~-<,i,,.,,u,
1,11Ii,,'-.
•.

10:10am
10:15am
10:20am
10:40am

AMA
AMA
AMA
AMA

AMI HICAN

PVERSIGHT

1••, ,.1,

'."i,-,,
..l~r1,·

1 J:ill :,,:1
I:" q,r,111,lr,ll!•'1
.•.

Arrival to Marriott
Introduced (5 min)
Remarks (15-20 min)
Departs Marr iott

37

EXT-18-1509-E-000098

 Invitations Information Checklist *
Please attach a copy of yo ur invitation , or reque st and provide us with the foJlowing information :

l. Name of event: NA CHC Policy & Issues Fon11n/ Federal Update Ge nera l Sess ion
1. Date of event: Friday. March 16, 20 18
3. Location of event:
Washington Marriott Wardman Park
Marriolt Ballroo m
2660 Woodley Roa d. NW
Was hington, D C 2000 8
4. Approximate number of attendees : Approx imately 2500.
5. Describe the categories of anticipated attendees indust ry, government, academics?):
Health center CEOs. clinicia ns, CFOs, cons umer board membe rs, represen tatives of state
and reg ional _I)rima ry care assoc iations and other pu blic and pri vate su orters{partners
6. W ho is hold ing/organiz ing the event:
The National Assoc iation of Co mmunity Hea lth Ce nters (NAC HCJ
7. Name of the source of the invitation (if other than the event organizer): NIA
8. Name of the individual extending the i_nvitation , if other than the event organizer: N/ A
9. Name of the point of contact for the event, the contact's telephone nwnber and email
address in case we have follow-on questions):
Claudi a Gibson, Execu tive VP, NACHC
cgibson@nachc.org
301-347-0400 (office)
240-338-2742 (cell)
or
Glenda White, Senior VP and Chief of Staff, NACHC
gwhite @nachc.org
703-684 -4098 (office)
202-669-803 l (eel I)
9. Is the organization extending the invitation a federa lly regis tered lobbying organizat ion?
Yes .
11. If you answered yes to question I 0, js the organization extending the invitation a
50l(c)(3) tax exempt organization under the federa l Internal Revenue Code, or a media
organizat ion?
Yes .
12. Is the individual extending the invitation a federally registered lobbyi st?
No.
13. Are you inviting the federa l employee to participate as a speaker, panel member, or
otherwise present information at the event, or just to attend? If yes, please describe.
Keynote speaker.
14. Is the event a charitable fundraiser? No.
15. What is the ticket price or registrat ion fee for this event, if any? The average conferenct;
reg istration fee is $ 1,200.
16. If there is no ticket price or registration fee, what is the fair market value for attendance at
tbe event ( or the per person cost to the event organizer)? NIA.
17. Is a spouse or other guest invited ? HR SA Ad ministrato r Sigo unas is also invited.
18. If you answered yes to question 17, will others in attendance genera lly be accompanied
/\MERICA1'-i by a spou se or other guest? Etb.ics regulations provide that an employee may accept
dditional invitation only when others in attendance will generally
be
EXT-18-1509-E-000099

pvERSIGl ll

 acco mpanied by a spouse or other guest. No
19. Wi ll atte ndance at this event 1·eguire trave l? Local.
'~ Please not e that this Checklist is not intended for use in rev iewing invitation s to p olitica l even rs.
November 14, 2014

/\MERICAi\

pVERSIGHT

EXT-18-1509-E-000100

 National Association of Community Health Ce nters
Spea ker Forum
2018 Policy & Issues Forum-Federal Updat e General Session
M arch 16, 201 8
HHS Secret ary Alex M. Azar II

1.

What is the location address?
Washington Marriott Wardman Park
Marriott Ballroom
2660 Woodley Road, NW
Washington, DC 20008

2.

What time would you like him to start?
10:30am . It would also be helpful if he could arrive at least 15-30 minutes before the
beginning of the session. (Also, see question #8)

3.

How long would you like him to speak?
One hour is allotted fo r Secretary Azar's speech and if amenable to him , it includes a Q&A
segment . While HRSAAdministrator Sigounas has agreed to speak during the same general
session (afte r Secretary Azar), we defer to Secretary Azar's preference in terms of lengt h of
his speech and whether or not he wants it to include a Q&A.

4.

What is the main topic you would like for the Secretary to address? Are there specifics item
you would like for him to talk about?
His thoughts/perceptions re:
- Health center role in addressing opioid crisis, mental/behavioral health, etc. at the
community level and with pub lic and private partners
-How HHS can support health centers as they move toward value-based care and alternative
payent systems
-Current workforce programs (i.e., NHSC, Teaching Health Centers) and HHSvision in
support America's primary care workforce for the future
-What does he th ink health centers should be doing to prepare for a more integrated , value
based health care system in the future.
-What is the role of HHSin strengthening and preserving the country's safety net for the
most vulnerable in America?

5.

Would you like him to save time for Q&A with the audience?
Yes, if the Secretary is amendable to a Q&A, we would be happy to prov ide the questions
beforehand.

6.

What is the approximate number of people you expect in attendance? We can fit our
comments to fit the audience that you expect . What groups of people will be represented
in the room? Ex: Insurers, Surgeons, etc?

/\MERICAi\

pVERSIGHT

EXT-18-1509-E-000101

 Estimated 2500 health center CEOs,clinicians, CFOs,consumer board rnems,
representatives of state and regional primary care associations and other public and private
supporters/partners
7,

Where
He will
official
private

should he check-in when he arrives?
be officially greeted at the front of the hotel when he arrives by a senior NACHC
who will escort him to the Marriott Ballroom. NOTE: NACHCwill also provide him a
"green room" shou,ld he wish to arrive earlier.

8.

Is the organization inviting the press?
Yes -the session is open to the press

9.

Are there any other details and/or advice that you can offer?
HRSAAdministrator Sigouhas has confirmed his attendance. Should Seaetary Azar confirm,
Dr. Sigounas will follow him .

10.

Who is the main point on contact?
Claudia Gibson, Executive VP, NACHC
cglbson@nachc.org
301/347-0400 ext 2046 (office)
~b )(6)
(cell)
or
Glenda White, Senior VP and Chlef of Staff, NACHC
gwhite@nachc.org
703 684-4098 (office)
(b}(6)
(cell)

11.

What is the suggested attire?
Business

AMERICAN

PVERSIGHT

EXT-18-1509-E-000102

 NATIONAL ASSOC IATION OF

Community Health Centers
February 13, 2018
The Honorable Alex M. Azar II
Secretary
US Department of Health and Human Services
301 Independence Avenue, SW
Washington, DC 20201
Dear Mr. Secretary :
The National Association of Community Health Centers (NACHC) will host its
Annual Policy and Issues Forum (P&I) March 14-17, 2018 atthe Marriott Wardman
Park Hotel in Washington, DC. As our new Health Secretary, it would give us great
honor if you would join us and deliver the keynote at our Federal Update General
Session on Friday, March 16th between 10:30 am - 12 noon .
The P&I Forum is a key meeting of community health center leaders . We
anticipate a record attendance of some 2500 of our clinicians, CEO's and CFOs ,
consumer board members, representatives of state primary care associations and
health center controlled networks, as well as community stakeholders and partners. We
would welcome your message in terms of the work ahead and challenges in improving
the nation's health system.
Health centers are buoyed by the ,resounding support and recent passage of a
two-year extension of the Community Health Center Fund, with mandatory grant funding
of $7.8 billion. They are ready to move forward strengthening their capacity to meet a
complex health care environment while taking on greater responsibilities . This includes
expanding needed oral and behavioral health services as well as playing an enlarged
role in public health crises, such as the devastating opioid epidemic.
Today's health centers serve some 27 million patients nationwide, including 1 in
6 Medicaid patients . Thanks to leaders like you and former Secretary Leavitt and
champions from both sides of the political aisle in Congress , they have grown to
become the largest primary care network in.the nation. Each and every day, it is
proving its immense value keeping people healthy - reducing disparities - and
achieving cost savings . No one can dispute the $24 billion in savings health centers
deliver annually - plus the billions more in jobs and economic activity for communities .
(continued)

MainOffice
7S01 Wfsconsln Ave
SultellOOW
Bethesda, MO 20814
301.347,0400 'TEL

301J41,MS9FAX

pVEHSIGHT

Federaland Sta~ Affaln

1400 EyeSueet , NW
Suite 910
Washington, DC 2000S
202.296.3800TEL
202.296.3S26 FAX

EXT-18-1509-E-000103

 (

February 13, 2018
The Honorable Alex M. Azar II
Page Two

Mr. Secretary, we are hopeful that you will join us. NACHC and its members are
well aware of your record of service as Deputy Secretary at HHS and your longstanding
commitment to expanding access to health care. We applaud your confirmat ion as
Secretary and look forward working with you and the Administration in the coming
months.
Please be assured we will make every effort to accommodate your appearance
with us. If you have a scheduling conflict on Friday, March 16th, we can work with
your staff in hopes of an arranging an alternate time during one of our other
general sessions.
For questions or additional information regarding our program , please contact me
or have your staff contact Claudia Gibson, NACHC Executive Vice President of
Communications, 301-347-0400 (cgibson@nachc.com). We hope to hear from you
soon.

Sincerely ,

✓~~~
Tom Van Coverden
President and Chief Executive Officer

AM f ( Al\

pVERSIGHT

National Association of Community Health Centers

EXT-18-1509-E-000104

 Bell, Michael (05/ASPA)
Subject:

AMA departs to Marriott Wardman Park Hotel

.Start:

End:

'Fri 3/16/2018 10:00 AM
f ri 3/16/20l8 1OJ 5 AM

Recurrence:

(rione)

Meeting Status~

Accepted

Organizer:
Required Attendees :

laiiliill(0S/ 10S); Harrison , Brian (HHS/10S); Holden , Ronald (OS/10S); Lagomarsino ,

Secretary Schedul,er (OS/10S)
Katie (0S/10 S); Olson, Carolyn (0S/10S ); Tignor, Beth (HHS/ 10S); Twomey , John K.
(HHS/ASL); Urbanowicz , Peter (HHS/105)

AMI HICAN

PVERSIGHT

38

EXT-18-1509-E-000105

 Bell, Michael (05/ASPA)
Subject:

AMAdeparts . for DCA

Start:
End:

'Fri 3/16/201'8 10:40 AM
f r13/16/201'8 1T;S0 AM

Recurrence:

(none.)

Meeting Status ~

Accepted

Organizer:
Required Attendees:

lilii'Z6TI
(OS/lOS) ; Harrison , Brian (HHS/I OS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(OS/IOS); Tignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL}; Urbanowicz, Pete·r (HHS/10S)

39

EXT-18-1509-E-000106

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA on APA (In-Hou se): Phone Call with Membe rs of Cong ress on CSR
Participant Cod€i{b)(6l
Call: l(b}(6)

Start:
End:

Sat 3/1 7/2018 10:00 AM
Sat 3/17/ 2018 10:30 AM

Recurrence:

(none )

Meeting Status:

Accepted

Organizer:
Required Attendees:

I,

Secretary Scheduler (OS/ IOS)
Harrison, Brian (HHS/I OS); John.Two mey@HHS.GOV; Olson,
Carolyn (0S/IOS ); Tigno r, Beth (HHS/10S); Urbanow icz, Peter (HHS/10S)

I

l(b)(6)

PARTICIPANT DIAL-IN: ._
l(b_)(_6)___
PARTICIPANT CODE: f._
b_)(_6 )_

I

_,

___,

From: Gunn, Ashley L.EOP/WHO[ mallto:Ashl ey.L.Gunn@who .eop .gov]
Sent: Friday, March 16, 2018 4 :47 PM
To: Urbanowicz , Peter (HHS/10S} <Peter.Urbanowlc z@hhs.gov>; Harr ison, Brian (HHS/10S} <Brian .Harrison@hhs.gov >
Cc: McGinley, William J. EOP/WHO <Wllltam.J.Mc Gin ley@who.eop.gov >
Subject: Fwd: APA (In-House) : Phone Call with Membe rs of Congress on CSR

Pis confirm the Secretary's availab ility .
Thank you,
Ashley Gunn
Sped al Assistant to the President
Cabinet Affa irs, The White House
(202)881-8463 (no text)

Begin forwarded message:
From: Office Of Presidentia l Scheduling <Scheduling@who .eop .gov >
Date: March 16 1 2018 at 4 :44:07 PM EDT
To: "Short , Marci. EOP/WHO" <Marc .T.Short@who .eop.gov >, "Greenwood, Daniel Q. EOP/WHO"
<Daniel.Q .Greenwood@who .eop .gov >, "Scully, Bethany S. EOP/WHO" <Bethany.S.Scully@who .eop.gov >, "Cur ry, Cat E.
EOP/WHO" <Catherine .E.Curry@who.eop.gov >, Staff Secretary <staffsecretary@who.eop.gov >
Subject: APA (In-House): Phone Call with Members of Congress on CSR
This email is to inform you that a Phone Call with Members of Congress on CSR has been APPROVED and added to t he
President 's schedule. Informat ion regarding your event is below .
PROJECTOFFICER: Ma rc Short, Assistant to the President and Director of Legislat ive Affa irs

AMI HICAN

PVERSIGHT

40

EXT-18-1509-E-000107

 WORKING CONTACT/POC:Bethany Scully, Special Assistant to the President
DATE/TIME/LENGTH OF PARTICIPATION:Saturday, March 17, 2018 at 10:00 AM (30' min)
LOCATION:Residence
EVENT FORMAT/PROGRAM: Phone Call
PRESS:Closed
·EXTERNALPARTICIPANTS:
Sen. Lamar Alexander (R-TN)
Seri, Susan Collins (R-ME)
Sen. Lindsey Graham (R-SC)
Rep, Greg Walden (R-OR)
INTERNALPARTICIPANTS:
General John Kelly, Assistant to the Presiqent and Chief of Staff
Secretary Alex Azar, Department of Hec1lthand Human Services
Mc;1rcShort, Assistant to the President and Director of Legislative Affairs
Andrew Brem berg, Assistant to the President and Director of Domestic Policy Council
PARTICIPANTDIAL-IN: l.(_b_)C
_6_
) __

___,

PARTICIPANTCODE~
~~b_
)(_6}_~
Please review this information to ensure accuracy. Any updates regarding your event must be shared with the Office.of
Presidential Scheduling. It is the responsibility of the Project Officer or his/her designee to finalize all details of the
approved activity.
Thank you,
Office of Presidential Appointments and Scheduling

AMI HICAN

PVERSIGHT

41

EXT-18-1509-E-000108

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Media Prep

Start:
End:

Mon 3/19/2018 6:20 AM
Mon 3/19/2018 7;00 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiillil:I(0S/ I0S); Harrison , Brian (HHS/10S); Olson,

615-F

Secretary Scheduler (OS/I0S)
Carolyn (0S/IOS) ; Tignor, Beth
(HHS/I 0S ); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/I0S); Stnith, Gavin
(OS/ASPA); Clark, Timothy (HHS/I0S) (Timothy.Clark1@hhs.gov); Oakley, Caitlin B.
(OS/ASPA) (Caitlin.Oak:ley@HHS.GOV); Brerma.n, Patrick (OS/A SPA); Ryan.Murphy1 ;
Lapinski, Mary-Sur:npter (HHS/IOS)

Requested By : Brian ,Harrison

AMI HICAN

PVERSIGHT

EXT-18-1509-E-000109

 Bell, Michael (05/ASPA)
Subject:

AMA POB Pickup

.Start:

End:

Mon 3/19/2018 6:50 AM
Mon 3/19/2018 650 AM

Recurrence:

(none)

Meeting Status~

Accepted

Organ izer:
Required Attendees :

llhlZfill
(OS/l'OS); Harrison , Brian (HHS/IOS); Holden , Ronald

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(OS/I OS); Lagomarsino ,
Katie (OS/IO S); Olson, Carolyn (0S/IOS) ; Tignor, Beth (HHS/ 10S); Twomey , John K.
(HHS/ASL); Urbanowicz , Peter (HHS/105)

2

EXT-18-1509-E-000110

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Media Hit : Fox & Friends

Start:
End:

Mon 3/19/2018 7;15 AM
Mon 3/19/2018 7:45 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiillITI(OS/IOS); Harrison,

7:1:5A.M.

AMI HICAN

PVERSIGHT

HHS Studio

Secretary Scheduler (OS/105)
Brian (HHS/IOS); Holden, Ronal,d (OS/10S); Lagomarsino ,
Katie (0S/10S) ; Olson , Carolyn (0S/10S); Tignor, Beth (HHS/10S ); Twomey , John K.
(HHS/ASL); Urbanowicz , Peter (HHS/10S)

Media Hit: Fox. & Friends
Location: HHS Studio
Staff: Gavin Smith , Ryan Murphy

3

EXT-18-1509-E-000111

 Bell, Michael {OS/ASPA)
Subject:
Location:

AMA in HHS Studio for Prep
HHS Studio

Start:
End:

Mon 3/19/2018 7;00 AM
Mon 3/19/2018 7:15 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiillil:I(0S/ 10S); Harrison , Brian (HHS/10S) ; Olson, Carolyn (0S/10S) ; Tignor , Beth

Secretary Scheduler (OS/IOS)
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowi~z , Peter (HHS/10S)

AMI HICAN

PVERSIGHT

EXT-18-1509-E-000112

 Bell, Michael (OS/ASPA)
Subject:
Location:

AMA Radio Hit - Live Radio Interview on "Mornings on the Mall" Show (WMAL DC)
HHS Studio

Start :
End:

Mon 3/19/2018 8;0-5AM
Mon 3/19/2018 830 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

lihlZfill(OS/IOS); Harrison,

Secretary Scheduler (OS/IOS)
Brian (HHS/IOS); Holden, Ronal,d (OS/IOS); Lagomarsino ,
Katie (OS/IOS); Olson , Carolyn (OS/IOS); Tignor , Beth (HHS/IOS): Twomey , John K.
(HHS/ASL); Urbanowicz , Peter (HHS/IO5)

Radio Interview #1:
What: Live Radio Interview on "Morning on the Mall " Show (WMAL DC)
When: Monday, 3/ 19
8:05 am· please dial studio c 8:03 am
Length: l O minutes
Host(s): Vince Coglianese and Mary Walter
Topic: Visi t to New Hamp hire with POTUS and wha t HHS is doing to defeat the opioid crisis
POC: Prod ucer , Heather Hunter email: lfb)(6)
l@2.rnail.com, cell : kb)(6)
I
Studio Hotline: 202 -686-30 56 or 202-686-3018

AMI HICAN

PVERSIGHT

EXT-18-1509-E-000113

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA radio hit with Huge Hewitt
615-F

Start :
End:

Mon 3/19/2018 8:33 AM
Mon 3/19/2018 8:46 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

lihlZfill(0S/ IOS); Harrison , Brian (HHS/IOS); Holden,

Secretary Scheduler (OS/IOS)
Ronal,d (OS/IOS); Lagomarsino ,
Katie (OS/IOS); Olson, Carolyn (OS/10S); Tignor, Beth (HHS/10S); Twomey , John K.
(HHS/ASL); Urbanowicz , Peter (HHS/105)

Radio Interview #2:
What: Live Radi.o Interview with the Hugh Hewitt Show
When : Mor:iday, 3/19@ 8 :33 am ; please dia'I studio@ 8:30 am
le ngth: 13 minutes
Host(s): Hugh Hewitt
Topic: Visit to · New Hampshire with POTUSand what HHS is doing to defeat the op ioid crisis

POC: Producer Danielle Hitchen , email: booking.s@hughhewitt.com , cell: ....
~b....
)(a...;.6
.;...
) ___

_..

Studio Hotline: 949-857-0362

AMI HICAN

PVERSIGHT

6

EXT-18-1509-E-000114

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Media w ith Ne><tarMedra group
HHS Studio

Start:
End:

Mon 3/19/2018 9;15 AM
Mon 3/19/2018 9:45 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiillITI(OS/IOS); Harrison,

Secretary Scheduler (OS/105)

Brian (HHS/IOS); Holden, Ronal,d (OS/10S); Lagomarsino ,

Katie (0S/10 S); Olson , Carolyn (OS/IOS); Tignor , Beth (HHS/10S); Twomey , John K.
(HHS/ASL); Urbanowkz , Peter (HHS/10S )

9:15 A.M.

AMI HICAN

PVERSIGHT

Media Hit: Nextar Media Group
Location ~HHS Studio

7

EXT-18-1509-E-000115

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to do media with Sinclair Group

Start:
End:

Mon 3/19/2018 9;00 AM
Mon 3/19/2018 9:15 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiillil:I(OS/ IOS); Harrison , Brian (HHS/IOS); Olson,

AMI HICAN

PVERSIGHT

HHS Stud io

Secretary Scheduler (OS/10S)
Carolyn (OS/10S); Tignor, Beth
(HHS/10S ); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/10S}; Smith, Gavin
(0S/ASPA); Oakl-ey, Caitlin B. (0S/ASPA) (Caitlin.Oakley@HHS.GOV) ; Ryan.Murphy1,
Clark, Timothy (HHS/105)

8

EXT-18-1509-E-000116

 Bell, Michael (05/ASPA)
Subject:

AMA departs for Andrews AFB

Start:
End:

Mon 3/19/20181 1:OSAM
Mon 3/19/2018 11:30 AM

Recurrence:

(none)

Meeting Status ~

Accepted

Organizer:
Required Attendees :

lliii.IBI1
(OS/lOS); Harrison , Brian (.HHS/IOS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(05/I OS); Tignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL}; Urbanowicz, Pete·r (HHS/10S)

9

EXT-18-1509-E-000117

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Hold at JBA
JBA

Start:
End:

Mon 3/19/2018 11:30 AM
Mon 3/19/20 1812:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiillITI(OS/IOS); Harrison,

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/IOS)
Brian (HHS/IOS); Holden, Ronal,d (OS/10S); Lagomarsino ,
Katie (0S/10S) ; Olson , Carolyn (OS/10S); Tignor, Beth (HHS/10S); Twomey , John K.
(HHS/ASL);Urbanowicz , Peter (HHS/105)

10.

EXT-18-1509-E-000118

 Bell, Michael (05/ASPA)
Subject:

AMA departs for Humphrey 81:Jilding

.Start:
End:

Mon 3/19/2018 5:30 PM
Mon 3/19/2018 6:00 PM

Recurrence:

(none)

Meeting Status~

Accepted

Organizer:
Required Attendees:

llfiiliill(OS/lOS); Harrison , Brian (.HHS/IOS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(OS/IOS); Tignor , Beth
(HHS/IOS); Twomey, John K. (HHS/ASL}; Urbanowicz, Peter (HHS/105)

u

EXT-18-1509-E-000119

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to record Video in studio
HHS Studio

Start:
End:

Mon 3/19/2018 6:00 PM
Mon 3/19/2018 6;15 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiillil:I(OS/IOS); Harrison, Brian (HHS/IOS); Olson, Carolyn

Secretary Scheduler (OS/IOS)
(OS/105); Tignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz , Peter (HHS/10S)•; Clark, Timothy
(HHS/10S); McGowan , Robert (Kyle) (HHS/IEA)

AMA t o record short video

AMI HICAN

PVERSIGHT

12.

EXT-18-1509-E-000120

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA media with Blai.r Miller, regional media
HHS Studio

Start:
End:

Mon 3/19/2018 6;30 PM
Mo113/19/2018 6;45 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

[fiimI] (OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn (OS/1O5); iignor, Beth

Secretary Scheduler (OS/1OS)
(HHS/1OS); Twomey, John K. (HHS/ASL); Urbanowkz, Peter (HHS/1OS);Smith, Gavin
(OS/ASPA); Althouse, Riley {O5/ASPA) ; Oakley, Caitlin B. (OS/ASPA)
(Caitlin.Oakley@HHS.G OV); Clark, Timothy (HHS/1OS); Brennan, Patrick (O5/ASPA)

6:30 PM SECRETARY
AZAR participates in a regional media interview with
I-IHSHumphrey Broadcast TV Studio
Reporter(s) information: Blair Miller
ASPAStaff: Gavin Smith
• This fnterview is trip with President Trump to New Hampshire and what HHS is doing to combat the opioids epidemic

•

Interview will be distributed to their nationwide portfolio of stations and aired accordingly

AMI HICAN

PVERSIGHT

13

EXT-18-1509-E-000121

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA participates in LIVE radio ,interview with WFLA-AM Tampa, FL
HHS Studio

Start:
End:

Tlle 3/20/2018 7;50 AM
Tue 3/20/2018 8:00-AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

l£fiiZ6II
(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

7:50AM

Secretary Scheduler (OS/IOS)
(OS/I05) ; Tignor, Beth
(HHS/I05 ); twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/I0S }; Smith, Gavin
(OS/ASPA); Ryan.Murphy1

SECRETARY
AZAR participates in LIVE radio Interview with

INFLA-AM Tampa,

Fl

Secretary's Personal Conference Room (610 F)
Dial-in Informat ion: 1-(813)-832-3527
Coritrol Room Contact .941-726-1034
Host(s) Name : Aaron Harrison and Jack Harris
ASPA Staff : Gavin Smith and Ryan M\,lrphy
•

This interv iew is to discuss PresidentTrump's trip to New Hampshire and HHS's com mitm ent to
combating the opioids crisis

AMI HICAN

PVERSIGHT

14

EXT-18-1509-E-000122

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA participates in UVEradio interv i,ew with Sirius XM "The Morning Briefi ng "
HHS Stud io

Start:
End:

Tue 3/20/2018 7:40 AM
Tue 3/20/2018 7:50 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiillil:I(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

7:40AM

Secretary Scheduler (OS/10S)
(OS/IOS); iignor , Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowkz, Peter (HHS/10S); Ryan.Murph yl;
Oakley, Caitlin B. (0S/ASPA) (Caitlin .Oakley@HHS.GOV); Smith , Gavin (OS/ASPA);
Brennan, Patrick (OS/ASPA); Clark, Timothy (HHS/105)

SEC:RETARY
AZARparticipates in LIVE radio interview With Sirius XM "The Morning Bri"efing"
Secretary!s Personal Conference Room (610 F)
DiaHn Information: 1-(866)-668 -9428 // 1-(202)-380-4880
Control Room Contact: 202-230-4881

AMI HICAN

PVERSIGHT

15

EXT-18-1509-E-000123

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Cabinet Meeting Prep

Start:
End:

Tue 3/20/2018. 8:00 AM
Tue 3/20/2018 8:30-AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

610-F

Secretary Schedule r (OS/IOS)
Harrison , Briah (HHS/IOS); John .Twomey@HHS.GOV ; Olson ,
Carolyn (OS/IOS); Tigno r, Beth (HHS/1OS); Urbanowicz, Peter (HHS/1OS); Lapinski, MarySumpter (HHS/1OS); [bill Wynne, Maggie (HHS/1'0S); Stannard, Paula (HHS/1O5);
O'Brien, John (HHS/ASPE); Brennan, Patrick (OS/ASPA)

Kb)(6)

I

Requested By: Brian Harrison

AMI HICAN

PVERSIGHT

16

EXT-18-1509-E-000124

 Bell, Michael (05/ASPA)
Subject:

AMA departs to NIH

.Start:

End:

Tue 3/20/2018 8:30 AM
Tue 3/20/2018 9:15 AM

Recurrence:

(none)

Meeting Status~

Accepted

Organizer:
Required Attendees:

lliiffiill(OS/,IOS); Harrison , Brian (HHS/IOS); Holden , Ronald (OS/IOS); Lagomarsino ,

Secretary Schedul,er (OS/IOS)
Katie (0S/(O S); Olson, Carolyn (0S/IOS); Tignor, Beth (HHS/10S); Twomey , John K.
(HHS/ASL); Urbanowicz, Peter (HHS/105)

AMI HICAN

PVERSIGHT

17

EXT-18-1509-E-000125

 Bell, Michael (05/ASPA)
Subject:

AMA departs back to HHS

.Start:

End:

Tue 3/20/2018 1:00 PM
Tue 3/20/2018 1:45 PM

Recurrence:

(none)

Meeting Status~

Accepted

Organizer:
Required Attendees :

lliiffiill(OS/,10S); Harrison , Brian (HHS/10S); Holden , Ronald (OS/10S); Lagomarsino ,

Secretary Schedul,er (OS/10S)
Katie (0S/(0S); Olson, Carolyn (0S/IOS); Tignor, Beth (HHS/ 10S); Twomey , John K.
(HHS/ASL); Urbanowicz , Peter (HHS/105)

AMI HICAN

PVERSIGHT

18

EXT-18-1509-E-000126

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA call to CDC

Start:
End:

Tue 3/20/2018 2:15 PM
Tue 3/20/2018 2:30, PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

1i1ii1£I1
(0S/ I0S); Harrison , Brian (HHS/10S); Olson, Carolyn

Call to j~(b_)(_
6)__

615-F/ Call

Secretary Scheduler (OS/I0S)
(0S/IOS) ; Tignor , Beth
(HHS/I 05 ); Twomey, John K. (HHS/ASL); Urbanowicz , Peter (HHS/I0S); McGowan ,
Robert (Kyle) (HHS/IEA)

~

AMI HICAN

PVERSIGHT

19

EXT-18-1509-E-000127

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA calls. to CDC

Start :
End:

Tue 3/20/2018 2:00 PM
Tue 3/20/2018 2:15 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

ltiiilliII(OS/IOS); Harrison , Brian (HHS/1OS); Olson, Carolyn

Dr. Schuchat'

615-F

s cell is .._K
b-'-)(._6.,__
__

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/IOS)
(OS/1OS); Tignor, Beth
(HHS/1OS); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/IOS); McGowan,
Robert (Kyle) (HHS/I EA); Clark, Timothy (HHS/IOS); Williams , Teresa (CDC/O0/OCS) ,'
Schuchat, Anne MD (CDC/OD)

_,

20

EXT-18-1509-E-000128

 Bell, Michael (05/ASPA)
Subject:

AMA prep for Pen and Pad with Health care Reporter S-

Location:

615-F

Start:
End:

Tue 3/20/2018 2:45 PM
Tue 3/20/2018 3:00· PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liii"illITI
(OS/1OS); Harrison,

Secretary Scheduler (OS/IOS)
Brian (HHS/1OS); Holden, Ronal,d (OS/IOS); Lagomarsino ,
Katie. (OS/IOS); Olson, Carolyn (OS/IOS); Tignor, Beth (HHS/IOS); Twomey, John k.
(HHS/ASL); Urbanowicz , Peter (HHS/1OS); Oakley, Caitlin B. (OS/ASPA)
(Caitlin .Oakley@HHS .GOV); Ryan.Murphy1 ; Brennan, Patrick (OS/ASPA); Clark, Timothy
(HHS/IOS)

:: II'! II~•I:·•·1,u ,.1,11
,:1
1;;--t1il
1,:~,~ ·.

AMI HICAN

PVERSIGHT

21

EXT-18-1509-E-000129

 Talkers for NIH Pen & Pad
• This week, President Trump laid out bold actions, ambitious goals, and historic
investments for stopping the drug crisis that is gripping America.
• As the President highlighted in New Hampshire, we are losing 116 Americans a
day to opioid overdoses - this is a drug crisis of unprecedented scale.
•

So we need an ambitious plan to defeat it, and that includes looking beyond the
tools we have today, with help from our scientific institutions like NIH.

• Three-point plan:

Preventing Addiction
1. Media campaign
2. R&D for non-opioid treatments, including at NIH
3. Reduce overprescribing:
• Cut prescriptions by a third within 3 years, all federal prescribers using
within 5 years
• New treatments and a better understanding of existing treatments will be
essential to this goal.

Cutting Illicit Supply: keep out of the U .S., go after bad actors, strengthen criminal
penalties
Helping the Addicted
1. IMD exclusion
2. Naloxone access
• The nasal spray form of naloxone was actually developed with support
from NIDA.
• Lethality of fentanyl has prompted need for research into new overdose reversing fonnu lations, too.
3. Expand MAT
• NIH is supporting research into the effectiveness and best use of existing
MAT therapies, new formulations of the three drugs we have, and other,
new treatments too.

• I'll now hand it over to Dr. Collins for a more detailed overview ofNIH's efforts,
and then Dr. Volkow for a brief overview of where we are on the science of
addiction.

/\MERll A

pVERSIGHT

EXT-18-1509-E-000130

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to do a Pen & Pad with Dr. Collins and NIDA Directo r
705A

Start:
End:

Tue 3/20/2018 3;00 PM
Tue 3/20/2018 3:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

l!hlZfill
(OS/IOS); Harrison, Brian (HHS/IOS); Holden, Ronal,d (OS/IOS); Lagomarsino,

Secretary Scheduler (OS/IOS)
Katie. (OS/IOS); Olson, Carolyn (OS/IOS); Tignor, Beth (HHS/IOS); Twomey, John K.
(HHS/ASL); Urbanowicz, Peter (HHS/IO5); Oakley, Caitlin B. (OS/ASPA)
(Caitlin.Oakley@HHS.GOV);Brennan, Patrick (OS/ASPA);Ryan.Murphy1 ; Clark, Tiirnothy
(HHS/)O5)

··: 11·~ 11
~1I"" 1,11,.,,.,.:1
1. 1.,illt,:k
1._.r

,

,

2:59 pm

AMA is greeted by Katie Lagomarsino at the elevator and is
escorted to Room 705A whe re he is then seated at head table
next to Dr. Francis Collins and Dr. Nora Volkow . (1 min)

3:00 pm

AMA gives open ing remarks and then introduces Dr. Francis
Collins. (3 min)

3:03 pm

Dr. Collins gives brief remarks and introdu ces Dr. Vo lko w . (3 min .)

3:06 prn

Dr. Volkow gives brief remarks. (.3min.)

3 :09 pm

AMA opens up Q&A Session with rnembers of the med ia. (10 min)

•

AMI HICAN

PVERSIGHT

N.ote: Q&A is moderated by Ryan Mu rphy.

►

3:29 pm

AMA closes discussion . (1 min)

►

3:30 pm

AMA . departs .

22

EXT-18-1509-E-000131

 Talkers for NIH Pen & Pad
• This week, President Trump laid out bold actions, ambitious goals, and historic
investments for stopping the drug crisis that is gripping America.
• As the President highlighted in New Hampshire, we are losing 116 Americans a
day to opioid overdoses - this is a drug crisis of unprecedented scale.
•

So we need an ambitious plan to defeat it, and that includes looking beyond the
tools we have today, with help from our scientific institutions like NIH.

• Three-point plan:

Preventing Addiction
1. Media campaign
2. R&D for non-opioid treatments, including at NIH
3. Reduce overprescribing:
• Cut prescriptions by a third within 3 years, all federal prescribers using
within 5 years
• New treatments and a better understanding of existing treatments will be
essential to this goal.

Cutting Illicit Supply: keep out of the U .S., go after bad actors, strengthen criminal
penalties
Helping the Addicted
1. IMD exclusion
2. Naloxone access
• The nasal spray form of naloxone was actually developed with support
from NIDA.
• Lethality of fentanyl has prompted need for research into new overdose reversing fonnu lations, too.
3. Expand MAT
• NIH is supporting research into the effectiveness and best use of existing
MAT therapies, new formulations of the three drugs we have, and other,
new treatments too.

• I'll now hand it over to Dr. Collins for a more detailed overview ofNIH's efforts,
and then Dr. Volkow for a brief overview of where we are on the science of
addiction.

/\MERll A

pVERSIGHT

EXT-18-1509-E-000132

 Bell, Michael (05/ASPA)
Subject:

AMA prep Brief for call with AG Sessions

Location:

615-F

Start:
End:

Tue 3/20/2018 4:00 PM
Tue 3/20/2018 4:30- PM

Recurrence:

(no ne)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liii'illiil(0S/I0S) ; Harrison , Brian (HHS/10S); Olson, Carolyn

Secretary Scheduler (OS/I0S)
(0S/IOS) ; Tignor , Beth
(HHS/I0S ); l womey, John K. (HHS/ASL); Urbanowicz , Peter (HHS/IOS};
scott.gottl ieb@fda .hhs.gov ; Pennington, Caitlin (FDAf OC); White, Caroline (HHS/OGC);
Charrow , Robert (HHS/OGC); Lusi, Rose (05/I0S)

Prep AMA for Call With AG Sessions
Call in info:
kb)(6)
PC:ltb)C6)
Leader: l.,b-!C
-6)-.

AMI HICAN

PVERSIGHT

23

EXT-18-1509-E-000133

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to have a ca"IIwith AG Sessions

Start:
End:

Tlle 3/20(2018 4:30 PM
Tue 3/20/2018 5:00-PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

[fiimI] (0S/ IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn (0S/10S) ; Tignor , Beth

615-F

Secretary Scheduler (OS/IOS)
(HHS/105); Twomey, John K. (HHS/ASL); Urbanowic;z, Peter (HHS/IOS);
scott .gottlieb@fda .hhs.gov,· Charrow, Robert (HHS/OGC); White, Caroline (HHS/OGC);
Per;inington, Caitlin (FDA/OC)

Close Hold

AMI HICAN

PVERSIGHT

24

EXT-18-1509-E-000134

 Bell, Michael (05/ASPA)
Subject:

AMA Media Hits

Location:

TBD

Start:
End:

Tue 3/20/2018 5:20 PM
Tue 3/20/2018 5:45 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liii'illiil(OS/IOS); Harrison , Brian (HHS/10S); Olson, Carolyn

Media
Type

Hit
#

Time

5:35
Radio

5

PM

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/IOS)
(OS/10S); Tignor, Beth
(HHS/105); t womey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/IOS}; Smith, Gavin
(OS/ASPA); Althouse, Riley ,(05/ASPA) ; Oakley, Caitlin B. (0S/ASPA)
(Caitlin. Oa kl ey@H HS.GOV); Clark, Ti rnothy (H HS/1OS)

Station
1040 WHO Simon
Conway Show

City

State

IFB/Dial In

Host Name

Producer
Name

IA

515-2831429

Simon
Conway

Al ix Mowes

Des
Moines

25

Producer Phone
Number

~b)(6}

EXT-18-1509-E-000135

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to make calls to Senators
615-F/ Call

Start:
End:

Tue 3/20/2018

5:00 PM

Tue 3/20/2018

5:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

llhllfill(OS/IOS) ; Harrison,

Secretary Scheduler (OS/IOS)
Brian (HHS/IOS) ; Olson, Carolyn (OS/IOS) ; Tignor, Beth
(HHS/IOS); Twomey, John K. (HHS/ASL) ; Urbanowicz , Peter (HHS/IOS) ; Bassett, Matthew

(HHS/ASL) ; Morse, Sara (HHS/ASL) ; Kemper , Laura (HHS/ASL)

Optional Attendees:

Pelekoudas , Kristina (HHS/IOS)

5:00 p.m. (Sen. Isakson)- Call the Senator's scheduler,
Isakson

Kristine, at

"'"'l
(b"""'
)(.._6 ...,_
) __

__,
land she

will patch

the Secretary to Sen .

5:05 p.m. (Sen. Alexander) - Call k-h~'if~R~\
--~

5;10 p.m . (Rep. Walden)- Call ~~b_)(_6)
__

~

5: 15 p.m. Sen. Perdue)- CaU the Senutor'

AMI HICAN

PVERSIGHT

Executive A sistant, Stephanie Lightfoot ,

26

atl....
(b_)(_6_) ___

__.

EXT-18-1509-E-000136

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to meet with ASPA Team

Start:
End:

Tue 3/20(2018 5:30 PM
Tue 3/20/2018 6:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

llfiii:fill(0S/10S) ; Olson 1 Carolyn

610-F

Secretary Scheduler (OS/10S)
(0S/10S) ; Tignor, Beth (HHS/105) ; Yoest, Charmaine
(OS/ASPA); Harrison , Brian ·(HHS/10S); Urbanowicz, Peter (HHS/10S); Clark, Timothy
(HHS/10S)

Lead: Charmaine Yoest, ASPA
Topi-c: Weekly update
Attendees:
Charmaine Yoest
Max Hamel
Bruce Haynes
Will Brady
Laura Caliguiri

AMI HICAN

PVERSIGHT

27

EXT-18-1509-E-000137

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to do Live Radio - Steve Gruber Show - 1240 WJIM
888-900-9966

Start:
End:

Wed 3/21/2018 7';06 AM
Wed 3/21/2018 7;06 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

lltiIT6II
(0S/ IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

7:06AM

Secretary Scheduler (OS/IOS)
(OS/I05) ; Tignor , Beth
(HHS/I OS); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/IOS)•; Cl.ark,Timothy
(HHS/I05); Smith, Gavin (OS/ASPA); Althouse , Riley (05/ASPA) ; Ryan.Murphy1 ; Oakley ,
Caitlin B. (05/ASPA) (Caitlin .Oakley@HHS .GOV)

Live Radio
Michjgan Media Market
Steve Grnber Show- 1240 W.TTM

From HHS Studios
Callin : 888-900-9966

AMI HICAN

PVERSIGHT

28

EXT-18-1509-E-000138

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to do Live TV - CNBC Squawk Box
CNBC Studio

Start:
End:

Wed 3/21/2018 7:30 AM
Wed 3/21/2018 7:30 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

liiilZ6II
(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

7:30AM

Secretary Scheduler (OS/IOS)
(OS/1O5); Tignor, Beth
(HHS/IOS); fwomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/1OS}; Stnith, Gavin
(OS/ASPA); Clark, Timothy (HHS/1OS); Ryan.Murphy1; Oakley, Caitlin B. (OS/ASPA)
(Caitlin.Oakley@HHS.G OV); Althouse, Riley (OS/ASPA)

Live TV
National
CNBC- Squawl Box
From CNBC Studios

AMI HICAN

PVERSIGHT

29

EXT-18-1509-E-000139

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to do Live Radio - KSTE650 AM - Armstrong

Start:
End:

Wed 3/21/2018 9;17 AM
Wed 3/21/2018 9:17 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

liiilZ6II
(OS/ IOS); Harrison , Brian

9:17 AM

and Getty Show

HHS Stud io

Secretary Scheduler (OS/IOS)
(HHS/1OS); Olson, Carolyn (OS/IOS) ; Tignor, Beth
(HHS/I OS); fwomey, John K. (HHS/ASL) ; Urbanowicz, Peter (HHS/IOS}; Smith, Gavin
(OS/ASPA); Clark , Timothy (HHS/IOS) : Oakley , Caitli17 B. (OS/AS PA)
(Caitlin.Oakley@HHS.GOV); Althouse, Riley (OS/ASPA); Ryan.Mu rphy1

Live Radio
West Coast Regional Syndicated
KSTE 650 AM - Armstrong and Getty Show
From HHS Studio

AMI HICAN

PVERSIGHT

30.

EXT-18-1509-E-000140

 Bell, Michael (05/ASPA)

Location:

>GAMA to meet with Sam Quinones, the author of "Dreamland : The True Tale of
America 's Opioid Epidemic"
615-F

Start:
End:

Wed 3/21/2018 2:00 PM
Wed 3/21/2018 2:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer.
Required AUendees;

Secretary Scheduler (0S/I0S)
~ (0S/,10S); Harris0n, Brian (HHS/IOS); Olson, Carolyn (OS/IOS); Tignor, Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/105); Trueman, Laura
(HHS/IEA}; Barber, Daniel (OS/IEA); Lapinski, Mary-Sumpter (HHS/105); Brennan, Patrick
(OS/ASPA); Oakley, Caitlin B. (0S/ASPA) (Caitlin.Oakley@HHS.GOV); Smith, Christopher
(HHS/ASPA); Clark, Timothy (HHS/10S)

Subject:

Topic: 0pioids
Objective: Have Sam Quinones, author of "Dreamland: The True Ta'le of America's Opioid Epidemic" (2015) share
what his book/research found about the confluence of factors that l'ed to the epidemic, and what he thinks
.should be done to address the problem now .
Lead 105 Counselor: Mary-Sumpter

Lapinski

Has this request been approved by (Peter/

Brian): Yes

AMA's Role: Draw out from Sam his thoughts/knowl'edge
looking for opportunity to partner on this.

and also share the Administration's

Request POC (Name, Cell and email): Satn Qurno n es, -kh=
lf~P.-' -~1

-.,.,.!
f h'-'-\"""
i f..,_..
\ __

approach -

__..@
_y>-=a=h=oo=
,=co=r~n

Is Conference Call Line needed? No
Who will initiate the conference call? N/ A
Will there be Briefing Mate-rials provided? Yes
~ If yes who will send them to Kristina Pelekoudas (Name)? Laura Trueman/Daniel

Av1

1

,.__,,,,

PVERSIGHT

31

Barber

EXT-18-1509-E-000141

 HHS Staff Attendees: Laura Trueman, Mary -Sumpter Lapinski, Peter or Brian, ASPA/Patrick Brennan or Caitlin
Oakley?
External Attendees: Only Sam Quinones.

Additional Notes:

/\Mlf

ll Al\

pVERSIGHT

32

EXT-18-1509-E-000142

 OEPARTME T OF HEALTH & HUMA . SERVlCES

Office of the Secretary

Scheduling Request Memo for Secretary Azar

Topic: Opioids
Objective: Have Sam Quinones, author of "Dreamland: The True Tale of America's Opioid Epidemic"
(2015) share what his book/research found about the confluence of factors that led to the
epidemic, and what he thinks should be done to address the problem now .
Lead 10S Counselor: Mary -Sumpter !Lapinski
Has this request been approved by (Peter/ Brian): Yes
AMA~s Role: Draw out from Sam his thoughts/knowledge
approach - looking for opportunity to partner on this.

and also share the Adm inistration's

Request POC (Name, Cell and email): Sam Qujnones, k_~_)(_6_)
_______

'""'l
@""-L-:ya=h=o=o.=c=om'"--'-

Is Conference Call Line needed? No
Who will initiate the conference call? N/ A
Will there be Briefing Materials provided? Yes
~ If yes, who will send them to Kristina Pelekoudas (Name)? Laura Trueman/Dan iel Barber
HHS Staff Attendees: laura Tr ueman, Ma ry-Sumpter Lapinski, Peter or Brian, ASPA/Patrick
Brennan or Caitlin Oakley?
External Attendees: Only Sam Quinones.

Additional Notes:

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000143

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to meet with Andrew Pollack

Start:
End:

Wed 3/21/2018 2:30 PM
Wed 3/21/2018 3:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
•Required Attendees:

lt1iiliITl
(OS/IOS); Harrison , Brian (HHS/10S); Olson,

~

615-F

Secretary Scheduler (OS/IOS)
Carolyn (OS/10S); Tignor, Beth
(HH S/IOS); Twomey, John K. (HHS/ASL) ; Urbanowicz , Peter (HHS/10S); Lapinski•, MqrySumpte r (HHS/10S); Johnsto n, Darcie (HH S/IEA); Kalavritinos, Jack (0S/IEA)

•1t:u,.:t1
1li11a111

•1.,,,:~
~1:'\i ~ ...

,, -i,:,11) • j 1 / 1

Topic: School Safety /Mental
Objective:

Health

Listen to Andy Pollack, father of Parkland shooting victim Meadow Pollack

.Lead10SCounselor:

Mary Sumpter Lapinski

Has this request been approved by (Peter/ Brian):---- Brian yes
AMA's Role:

-----Listening Mode

Request POC (Name, Cell and email): Darcie Johnston

I

l(b) (6)

Darcie.johnston@hh .gov
Is Conference Call Line needed?

N/A

Who will initiate the conference call?

N/ A

Will there be Briefing Materials provided? V/N
Yes
..,If yes, who will send them to Kristina Pelekoudas (Darcie)
HHS Staff Attendees: TBD
External Attendees:

AMI HICAN

PVERSIGHT

N/A

33

EXT-18-1509-E-000144

 Additional Notes:

34
EXT-1 8-1 509-E-000145

OEPARTME TOF HEALTH & HUMA

SERVlCES

Office of the Secretary

Scheduling Request Memo for Secretary Azar

Topic: School Saftey /Mental Health
Objective:

Listen to Andy Pollack, father of Parkland shooting victim Meadow Pollack

Lead IOS Counselor:

Mary Sumpter Lapinkski

Has this request been approved by (Peter/ Brian}:---- Brian yes
AMA's Role:

-----listening Mode

Request POC (Name, Cell and email): Darcie Johnston

i

rb )(6)

Darcie .joh nston@hhs.gov
Is Conference Call Line needed?

N/A

Who will initiate the conference call?

N/A

Will there be Brtefing Materials provided? Y/N
Yes
~ If yes, who will send them to Kristina Pelekoudas (Darcie)
HHS Staff Attendees: TBD
External Attendees:

N/A

Additional Notes:

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000146

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to do Live Radio St. Louis, Missouri -Stacey on the Right

Start:
End:

Wed 3/21/2018 3:45 PM
Wed 3/21/2018 3;45 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

lltiIT6II
(0 S/IOS); Harrison , Brian (HHS/I0S) ; Olson, Carolyn

3:45 PM

866-963 -2037

Secretary Scheduler (OS/IOS)
(0S/IOS) ; Tignor, Beth
(HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz , Peter (HHS/IOS}; Smith, Gavin
(OS/ASPA); Althouse, Riley (OS/ASPA); Clark, Timothy (HHS/I0S) ; Ryan.Murphy 1;
Oakley, Cait lin B. (OS/ASPA) (Caitlin,Oakley@HHS.GOV)

Live Radio
St. Louis Misso uri
Stacey on the Righ t
Cal In: 866-963-2037

AMI HICAN

PVERSIGHT

35

EXT-18-1509-E-000147

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA POMP pre brief

Start:
End:

Wed 3/21/20184;45

Recurrence:

(none )

Meeting Status:

Accepted

Organizer:
Required Attendees:

lltilifil1(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

615-F
PM

Wed 3/21/2018 5:00 PM

Secretary Scheduler (OS/IOS)
(OS/IOS); Pelekoudas ,
Kristina (HHS/IOS); Tignor, Beth (HHS/I0S) ; Twomey, John K. (HHS/ASL); Urbanowiq,
Peter (HHS/I0S); Matt Lloyd (matt .lloyd@hhs .gov) ; Clark, Timothy (HHS/10S); Oakley,
Caitlin B. (05/ASPA) (Caitlin.Oakley@HHS.GOV); Lapinski, Mary-Sumpter (HHS/I0S) ;
Kalavritinos , Jack (OS/IEA); Trueman, Laura (HHS/IEA); Johnston , Darcie (HHS/IEA)

Review ROSfor PDMP event
1-kh\( Ri
I
PC¥b )(6)
Leader : !!h\f n\

~

a J,to : 1:·
-111IM«
I:"
'. i~~~,

11ll1inn1
: 1: ..'~ 1•

'.,,,.1" I\, .~!~1"
'''' 1J11,1
..11
. ..

i111t i

:r11}\·•0'l ~~ ••

1: :1:

AMI HICAN

PVERSIGHT

38

EXT-18-1509-E-000148

 Backgroundon the POMP Programs of the Participating States
( Provided by CDC)

Kentucky
•

•

•

•

FY 2017 Funding
o State program , $ 2,5981456
o Surveillance program ; $ 571,550
State program activities:
o POMP enhancements:
• Electronic health record integration
• Use for public health surveillance
o Technical assistance to high-burden counties
o Local health department use of drug overdose data
o
Prescriber education
o
Policy evaluation
Surveillance activities:
o lmprovfng the timeliness and comprehensiveness of actfonable nonfatal and fatal opio id
overdose surve.illance.
o On a quarterly basis, collecting and report fng data to CDCon nonfatal opioid overdoses by sex1
age group, and county for:
• Suspected drug overdoses using emergency med ita l services (EMS) data
• Suspected overdoses i nvolving any opioid using EMS data
• Suspected overdoses involving heroin using EMS data
o Every six months, collecting and reporting data to CDCon all opioid-involved overdose deaths
within the state using medical examiner/coroner reports, death certificates, and toxicolog y
reports.
Successstories:
o The Kentucky All Schedule Prescription Electronic Reporting (KASPER)is enhancing patient
opio id prescription data available to providers in Kentucky through its Prescription Drug
Monitoring Program (POMP).As of December 2015, providers in Kentucky receive clinical alerts
wit hin the POMP if a patient is receiving high doses of opioids . This functio nality increases a
doctor's ability to provide safe and effective care to their patients. Following the enhancement
of the KASPERPOMP reports, a 2% decrease was seen in high opioid prescribing to adults, and a
remarkable 25% reduction in opioid prescribing to youth aged 0-17 between the last quarter of
2015 and the end of the first quarter of 2016.
o Kentucky's PfS program has partnered w ith the Kentucky Office of Drug Control Policy (KyODCP)
and the Kentucky Department of Criminal Justice Training (KyDOdT) to develop and im plement
a naloxone administration training program for Kentucky's 8500+ Jaw enforcement officers. As
of 2016, a total of900 law enforcement officers representing mult iple agencies all across the
Commonwealth have now been trained to administer naloxone under this program.
o Kentucky has used the ESOOSfunding to begin tracking suspected hero in and opioid overdose
reported to the ir syndromic emergency department system in near real-time. They are also
tracking naloxone administrat ion reported to tt,eir emergency medical services system. The
system can be used to detect sharp increases in overdoses at the local and state level. Kentucky
has conducted tra inings of a few local health departments on how to use the heroin and opioid
drug overdose emergency department data to detect imd respond to outbreaks in their
community.

West Virginia

/\ME~

1..Al'\

pVERSIGHT

EXT-18-1509-E-000149

 •

FY 2017 Funding

o
o
o
•

State program activities:

o

o
o
o
o
•

PDMP enhancements:
■
Easier to use and access
■
Proactive reporting
■
Public health surveillance
Opioid management program for SSI population in Medicaid
Encourage guideline uptake
Technical assistance to high burden communities
Evaluation of policies

Surveillance activities:

o
o

o

•

State program:$ 2,217,897
Surveillance program:$ 445,472
Injury Contro l Research Center (works on opioid issues): $887,181

This program supports improving the t i meliness and comprehensiveness of actionable nonfatal
and fatal opioid overdose surveillance.
On a quarterly basis, collecting and report ing data to CDCon nonfatal op ioid overdoses by sex,
age group, and county for:
• Suspected drug overdoses using emergency medical services (EMS) data
• Suspected overdoses involving any opioid using EMS data
• Suspected overdoses involving heroin using EMS data
Every six months, collecting and reporting data to CDCon all opioid-invo lved overdose deaths
within the state using medical examiner/coroner reports , death certificates, and toxicology
reports.

Success stories

o

o

o

o

PDMP data are being improved by producing and distributing reports of higher-risk patient
prescribing to providers and expanding outreach to outlier prescribers and high-burden
communities. The number of registered prescribers and pharmacists has increased since 2014
(86.3% during 2014-2016). The rate of multiple provider episodes for prescription opioids has
decrease 62.9% during 2014-2016 . The percentage of patients receiving an opioid prescription
decreased 10.2%).
SEMPP: Safe & Effective Management of Pain Program (SEMPP)implements the 2016 CDC
Guideline for Prescribing Opioid for Chronic Pain and the West Virginia Safe & Effective Pain
Management Guidelines to improve patient care and prevent prescription drug overdose and
abuse in collaboration with West Virginia insurance payers. SEMPPperforms detailed pat ient
case reviews for those above a higher risk morphine milligram equivalent (MME) threshold, in
order to ensure the safe and effective management of pain for all patients . SEMPPalso aims to
educate state-wide prescribing and dispensing prof essionals on the guidelines.
West Virginia ESOOShas used funding t o build th eir infrastructu re from the ground up . They
received fund ing from CDC's Nationa l Violent Death Reporti ng System (NVDRS)in January 2017
to abstract med ical examiner/coroner data . Even as a newcomer to th e NVDRSsystem, West
Virginia has leveraged their resources and worked closely with CDCstaff to build the ir capacity.
Despite the ir high mortality numbers, with the help of ESOOSfunding and TA (and an all-handson-deck approach with NVDRSand OCME staff), staff were able to hit the f irst data submission
deadline and have greatly improved the ir data quality.
The West Virginia University Inju ry Control Research Cente r (WVU ICRC)was instrumental in the
development and implementation of a pilot take-home program for naloxone, a lifesavi ng
med ication that can reverse an opio id overdose, in rural commun ities in West Virginia. The
direct activit ies of WVU ICRC,as well as the influence of its collaborat ions and efforts to inform
and facilitate, are expected to result in the successful implementation of life-saving take-home

/\MERICAi\

pVERSIGHT

EXT-18-1509-E-000150

 naloxone prog rams in WV, where none previous ly exist ed. There we re at least 25 overdose
reversals in the first 9 months after t he program was implemented in 16 counties.

Washington, D.C.
•

FY 2017 Funding

o
o
•

State program : $540,000
Surveillance program: $339,296

Stat e program activitie s:

o
o
•

Develop partnerships and convene Heroin Task Force
Enhance surveilla nce of prescription drug and heroin abuse and overdose

Surveillanc e activiti es:

o
o

o

This program supports improving the timeliness and comprehensiveness of actionable nonfatal
and fata l opioid overdose survei llance.
On a quarterly basis, collecting and reporting dat a t o CDC on nonfatal opioid overdoses by sex,
age group , and county for:
• Suspected drug ove rdoses using emergency medical services {EMS) data
• Suspect ed overdoses involving any op ioid using EMS data
• Suspect ed overdoses involvi ng heroin using EMS data
Every six months, collecting and reporting data to CDC on all opioid-invo lved overdose deaths
with in the state using medical examiner/corone r reports, death certificates, and toxicology
reports.

Virgin ia
•

FY 2017 fun ding:

o
o
•

State program activities:

o

o
o
o
•

POMP enhancements :
• Easier to use and access
• Public health surveillance
• Real time
• Proactive reporting
Promote uptake of guidelines in workers' comp and health systems
Implement guide line-or iented intervent ions in healt h syst ems
Syndromic surveillance impro vements

Enhanced State Opioid Overdose Surveillance (ESOOS) activities :

o
o

o

•

State program: $1,567,588
Surveillance program: $466,526

This program supports im proving the timeliness and comprehensiveness of actiona ble nonfatal
and fata l opioid overdose survei llance.
On a quarterly basis, collecting and reporting data to CDCon nonfatal opioid overdoses by sex,
age group, and county for :
• Suspected drug overdoses using emergency medical services {EM S) data
• Suspected overdoses involv ing any op ioid using EMS data
• Suspected overdoses involv ing heroin using EMS data
Every six months, collect ing and reporting data to CDCon all opio id-involved overdose deaths
with in the state using medical examiner/coroner reports , death certificates, and toxicology
reports.

SuccessStorie s

o

Virginia has pursued a data -driven response to the prescription opioid crisis through t he
creation of an opioid data dashboa rd that addresses the evolvi ng need for t imely, we ll-

/\MEf ll Al\

pVERSIGHT

EXT-18-1509-E-000151

 communicated data on a critical public health issue. Data visualizations can be broken down by
locality. This dashboard can info rm coordinated prevention strategies for Virginia communit ies,
The publicly facing data dashboard is available here: http ://www .vdh .virginia .gov/data/op ioidoverdose/
0

o

Virginia's Department of Health launched a series of trainings that target areas of the state that
had high burden of opioid deaths . The 8-holir tra in.ingfocuses on overall addiction
management, opioid prescribing guidelines, and the recently implemented Virginia Medicaid
(DMAS) ARTSbenefit for service reimbursement and how to include t hfs benefit into a clinic
business model. The CDCGuideline were, embedded as a best practice t hroughout the entire
curriculum. 28 trainings were held across the state in a 3 month period 1 and over 750
prescribe rs were trained.
Virginia's POMP is now interoperab le with 23 other states, and frequently sends and receives
requests from borde ring states, with the exception of North Carolina. Virginfa is also one of the
12 states participation in the Prescription Behavior Surveillance System through Brandeis
University . Currently, Virginia's system automatically registers prescribers, and 50,000
prescribers and 13,000 pharmacists are enrolled . Prescriptions are reported within 24 hours of
dispensing or the next business day. With recent POMP enhancements, prescribers can now
indicate delegates through a quicker online process. There is also the ability to send a systemgenerated individual prescribing report covering a period of time. Virginia is also implementing
clinical alerts/unsolicited reports starting in July 2017.

Maryla"d
•

FY 2017 Fundin g

o
o

•

•

State Program: $2,275,841
Surveillance Program: $473,608

State Program Activ\ties:
o POMP enhancements :
• Universal registration and use
• Proactive repo rting
• Public health surveillance
o Identify and intervene with high risk prescribers in workers comp system
Success Story :
o Maryland is working with insurers and health systems to prevent prescription drug overdose
and abuse, including, developing provider education materia ls specifically for providers to
workers' compensation patients, and encouraging provider participation in and utilization of the
Maryland Prescription Drug Monitoring Program. Additiona lly, Maryland is engaged in a project
to improve understanding of the impacts of opioids on return to work and the risk of re-inj ury
after return to work . Working with insurers and workers' compensation data, the plan is to
identify information such as type of injury, amount of time away from work, whether an opioid
was prescribed after an injury , associated health outcomes , and more. This information is vital
to identifying risk factors and developing interventions specific to the workers' compensation
population to address prescription drug abuse and overdoses. Currently, most of the state's
Workers ' Cornpensation data is in paper format and not able to e.lectronlcally connect with
other databases.

/\MEf ll Al\

pVERSIGHT

EXT-18-1509-E-000152

 DEPARTME

T OF HEALTH & HUMA

SERVICES

Office of the Secretary

To:

Secretary Alex M. Azar, JI.

Through:

Jack Kalavritinos , Actrng Director , IBA

From:

Laura Trueman , Deputy Director, IEA

Subject:

Meeting with CDC and State Health Officers Implementing PDMPs

Date:

March 22, 2018

Event Details:
Marc h 22, 2018
Date:
10:00 am
Time:
610F
Location:
Laura Trueman
Staff:
Ma1y SumpterLapinski
Press: Y/N
HHS Ph otographeT will take photos with" tate official .
No reporter will be in tbe meeting.

ASPA is considering regional media options with these state officials wbjcb may involve
you , but that decision is still being made.
Who requested this event:

This is part of our HHS initiatives for Opioid Week roll out

Discussion of the Successes and Challenges in implementing PD.MPs in their states and
how HHS and CDC can address any barriers
Objective:

Learn about PDMPs in KY , WV VA, MD , & DC

Runof Sbow
•

•

•
•
•

•

A\111HICAN

You welcome participants , note how important their work is fight i11g the opioid epidemic and that
it is having an impact - we arc seeing decreasing prescribing rates . Note that you are anxious 10
hear what. uccesses and challenges they are stm facing, particularly when it comes to
i.nteroperabi lity.
You turn to Dr Schu ch at, thank her and CDC for their leadership in estab lishin g Guide lines for
Prcscribers, in providing states funding and technical assistance to help them in establishing their
PDMPs and in survei llance.
Dr Schuchat welcomes them .
You ask each of them to share a little about what is happening in their states (they were told 3
minutes).
Discussion ensues.
You close out discussion.

PVERSIGHT

EXT-18-1509-E-000153

 DEPARTME T OF HEALTH & HUMAN SERVICES

Office of the Secretary

List of Attendees/Participants:
Dr An1JeSchuchat, Acting CDC Director
Laura Trueman , Depµty Director , IEA
Mary Sumpter Lapinskj Senior Counselor
State POMP Officials
• DC -_LaQuandraS. Nesbitt , MD, MPH, Director of the Washington D.C. Department of Health
• VA- Marissa Levine. MD., MPH Vjrginia State HcalU1 Commissioner
• KY - Jeffrey D. Howard , Jr., M .D., Commissioner (actjng), Kentucky Dept. fot Public Health
• WV - Rahul Gupta, MD. MPH, MBA, FACP, Commissioner and State Hea lth Officer of WV
• MD - Howard Haft, MD, Deputy Secretary for Pub lic Health, Mai land Depa11ment of Health
Other Attendees:
• DC - David Brown DC , Director of Health Professions in Virginia
• KY - Clay Stamp, Executive Director, Opioid Operational ommand Center in Kentucky
• CDC - Grant Baldwin, Director , Division of Unintentiona l Iojury Prevention, Nationa l Center for
Injury Prevention and Control, CDC
• CDC - Cristi Schwarcz, CDC Washington

Background:

As the chart below shows, o ne area where we are eeing success in our muhi-pronged effo1t to address
1be opioid epidemic is in the decrease of scripts written for opioids.
Thi s is due, iL1 pait to CDC ' s P1°escriber Guidelines and to inclividual states e tablishing PDl'vrPs and
passing laws with limitations.
In this meeting , you wi ll hear from 4 states and the District what combination of thi ngs they are doing to
curb overprescribing . Since one of the identified goals in the President's fact sheet deals with
interoperability of PDMPs and several of these state s are contiguous, thi- would be a good opportunity to
hear from them how that is working for them and what challenges exist to get bet connected wfth each
other ' s systems.
Kentucky - CDC reports that particularly strong in tbis group is what Kentucky bas done wHb their
PDMPs. Details on all of their PDMPs are in an attachment.

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000154

 DEPARTME T OF HEALTH & HUMA

SERVJCES

Office of the Secreta ry

Decreasi g Opioid Prescri
-

- ...

,.._ ....

,,.. o:."1¢,=

..

~

......
~

""'~

Attachments
1. Bios on the State Health Officials
2. Backgro und on the PD MPs in 4 states and the District, along with success stories.

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000155

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to do Live Radio- Los Angel'es / Salem Radio Network - Larry Elder Show

Start :
End:

Wed 3/21/2018 6;20 PM
Wed 3/21/2018 6;20 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organ izer:
Required Attendees:

liiiiLsII(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

6:20PM

818-291-8648

Secretary Scheduler (OS/IOS)
(OS/IOS); Tignor , Beth
(HHS/IOS); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/IOS)-;Smith, Gavin
(OS/ASPA); Clark, Timothy (HHS/IOS); Oakley, Caitlin B. (OS/ASPA)
(Caitlin.Oakley@HHS.GOV); Ryan:.Murphy1 ; Althouse , Riley (OS/ASPA)

Live Radio
Los Angeles /Salem Radio Network
Larry Elder Show

Call in : 818-291-8648
The Secretary needs to call into our studio line at: 818-291-8648 right at 3 :20pm Pacific Time (6:20pm Eastern Time )
Christian will answer that line and then patch him into the live show with Larry .
Thanks-

AMI HICAN

PVERSIGHT

39

EXT-18-1509-E-000156

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA prep for Radio

Start:
End:

Wed 3/21/2018 6:10 PM
Wed 3/21/2018 6:20 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

llhlZfill(OS/IOS); Harrison,

615-F

Secretary Scheduler (OS/IOS)
Brian (HHS/IOS); Olson, Carolyn (OS/IOS); Tignor, Beth
(HHS/1OS); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/1OS); Smith, Gavin
(OS/ASPA}; Clark, Timothy (HHS/1OS); Althouse, Riley (OS/ASPA)

Tim would like for me to arrange fiv e minutes with th e Secretary before his radio interview at 6:20pm for Jonathan
Wilcox t o give him some background Information . Is that okay?

AMI HICAN

PVERSIGHT

40

EXT-18-1509-E-000157

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to do Live Radio - San Diego, CA - The DeMaio Report

Start:
End:

Wed 3/21/2018 6;35 PM
Wed 3/21/2018 6:35 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

lltiIT6II
(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

6:35 PM

858-569-82S5

Secretary Scheduler (OS/IOS)
(OS/IOS); Tignor, Beth
(HHS/I OS); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/IOS}; Smith, Gavin
(OS/ASPA); Althouse, Riley (OS/ASPA); Clark, Timothy (HHS/1OS); Ryan.Murphy 1;
Oakley, Caitlin B. (OS/ASPA) (Caitlin,Oakley@HHS .GOV)

Live Radio
San D iego, CA
The DeM aio Repor t
Call In : 858-569-8255

AMI HICAN

PVERSIGHT

41

EXT-18-1509-E-000158

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Desk Time
615-F

Start:
End:

Thu 3/22/2018 7:30 AM
Thu 3/22/2018 9;00 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

llliiifill(0S/10S) ; Harrison , Brian. (HHS/10S); Olson, Carolyn

Secretary Scheduler (OS/10S)
(0S/10S) ; Pel:e~oudas,
Kristina (HHS/I0S); Tignor, Beth (HHS/I0S); Twomey, John K (HHS/ASL); Urbanowicz,

Peter (HHS/10S)

AMI HICAN

PVERSIGHT

42

EXT-18-1509-E-000159

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA interview with Amy Goldstein

Start:
End:

Thu 3/22/2018 9:00 AM
Thu 3/22/2018 10:00 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

llhlZfilJ
(OS/IOS); Harrison,

615-F

Secretary Scheduler (OS/IOS)
Brian (HHS/IOS); Holden, Ronald (OS/IOS); Lagomarsino ,
Katie (OS/ IOS); Olson, Carolyn (OS/IOS); Tignor, Beth (HHS/IOS); Twomey, John K.
(HHS/ASL); Urbanowicz , Peter (HHS/IO5); Matt Lloyd (matt.lloyd@hhs .gov); Oakley ,
Caitlin B. (OS/ASPA) (Caitlin .Oakley@HHS .GOV); Ryan.Murphy1

opic: Amy Gold t in lntt'Ni w or W shlng on Post profile
Objective: nterv ew with Secre ary A

r

Lead 10S Counselor: n/a
Has this request been approved by (Peter/ Brian): Yes

AMA's Role: ·ntervlewee
Request POC(Name, Cell and email): Ma

--~~~------~-Lloyd/l( b)(6)

-

Vmatt.lloyd@hhs.gov

Is Conference Call Line needed? no
Who will initiate the conference call?
Will there be Briefing Materials provided? V/N N
""If yes, who will send them to Kristina Pelekoudas (Name)?
HHSStaff Attendees: Matt Lloyd, Ryan

AMI HICAN

PVERSIGHT

rpl y, Caitlin Oa I •y

43

EXT-18-1509-E-000160

 DEPARTME TOF HEALTH& HUMAN SERVICES

Office of the Secretary

Scheduling Request Memo for Secretary Azar

Topic: Amy Goldstein Interview for Washington Post profile
Objective: lnte

iew wi h Secretary Azar

Lead 1OSCounselor: n/a
Has this request been approved by (Peter/ Brian): Yes
AMA's Role: interviewee
Request POC (Name, Cell and email): Matt Lloyd~...._
(b""'-'
)(-'6)'--- _ ___,
Vmatt.lloyd@hhs.go
Is Conference Call Line needed? no
Who will initiate the conference call?
Will there be Briefing Materials provided? V/N No
~ If yes, who will send them to Kristina Pelekoudas (Name)?
HHS Staff Attendees: Matt Lloyd, Ryan Murphy, Caitlin Oakley

External Attendees:

Additional Notes:

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000161

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Event on PDMPs with Dr Schuchat as part of OPIOIDS Roll Out

Start :
End:

Thu 3/22/2018 10:00 AM
Thu 3/22/2018 11:00 AM

Recurrence:

(.none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

lililliill(OS/I.OS);Harrison , Brian (HHS/IOS); Holden,

~ l1
1l

,,ll,1i11,1u1J,I ":'

610-F

11, .

Secretary Scheduler (OS/IOS)
Ronal,d (OS/IOS); Lagomarsino ,
Katie (0S/IO S); Olson, Carolyn (OS/I0S); Tignor, Beth (HHS/I0S) ; Twomey, John K.
(HHS/ASL); Urbanowicz , Peter (HHS/I 0S ); Lapinski, Mary -Sumpter (HHS/IOS); Trueman 1
Laura (HHS/IEA); Kalavritinos, Jack (0S/IEA); Oakley , Caitl in B, (0S/ASPA)
(Caitlin.O akley @HHS.GOV); Ryan.Murphy1 ; Brennan , Patrick (OS/ASPA); Clark, Timothy
(HHS/IOS); Schuchat , An ne MD (CDC/OD ); Strength , Tracie (CDC/0D/OCS); Pelekoudas ,
Kristina (HHS/JOS)

11)11,1: l:'111
(,.41:"
'.'!,,.;,, 1:,-.
.,1i:[,,
,,~i,,,,,,,11
:·: 111'
/ll, -.;11111111 :,; ,.''. •• ... l,,j,, I::11lt' u't~o,,1~...

Scheduling Request Memo for Secretary Azar

Topic:

Event on PD MPs with Dr Schuchat as part of OPIOIDS Roll Out

Objective:

Continue opioids message throughout the week of 3/19

Lead IOS Counselor: Mary Sumpter Lapinski
Has this request been approved by (Peter/
AMA's Role:

Brian): Yes

Join Dr. Schuchat in visiting with state POMP managers from MD, VA, DC, WV, and KY.

Request POC (Name, Cell and email): Our initiative, no requester.
Is Conference Call Line needed? No
Who

wminitiate

the conference call? N/ A

Will there be Briefing Mater ials provided? Yes
~ If yes, who will send them to Kristina Pelekoudas (Name)? Laura Trueman

AMI HICAN

PVERSIGHT

44

EXT-18-1509-E-000162

 HHS Staff Attendees:
named)

Mary Sumpter Lapinski, Laura Trueman , Jack Kalavritinos , ASPA, CDC staffers (to be

External Attendees: Awaiting names and titles of the state PDMP di rectors from CDC.

Additional Notes:

/\Mlf

ll Al\

pVERSIGHT

45

EXT-18-1509-E-000163

 DEPARTME

T OF HEALTH & HUMA

SERVICES

Office of the Secretary

To:

Secretary Alex M. Azar, JI.

Through:

Jack Kalavritinos , Actrng Director , IBA

From:

Laura Trueman , Deputy Director, IEA

Subject:

Meeting with CDC and State Health Officers Implementing PDMPs

Date:

March 22, 2018

Event Details:
Marc h 22, 2018
Date:
10:00 am
Time:
610F
Location:
Laura Trueman
Staff:
Ma1y SumpterLapinski
Press: Y/N
HHS Ph otographeT will take photos with" tate official .
No reporter will be in tbe meeting.

ASPA is considering regional media options with these state officials wbjcb may involve
you , but that decision is still being made.
Who requested this event:

This is part of our HHS initiatives for Opioid Week roll out

Discussion of the Successes and Challenges in implementing PD.MPs in their states and
how HHS and CDC can address any barriers
Objective:

Learn about PDMPs in KY , WV VA, MD , & DC

Runof Sbow
•

•

•
•
•

•

A\111HICAN

You welcome participants , note how important their work is fight i11g the opioid epidemic and that
it is having an impact - we arc seeing decreasing prescribing rates . Note that you are anxious 10
hear what. uccesses and challenges they are stm facing, particularly when it comes to
i.nteroperabi lity.
You turn to Dr Schu ch at, thank her and CDC for their leadership in estab lishin g Guide lines for
Prcscribers, in providing states funding and technical assistance to help them in establishing their
PDMPs and in survei llance.
Dr Schuchat welcomes them .
You ask each of them to share a little about what is happening in their states (they were told 3
minutes).
Discussion ensues.
You close out discussion.

PVERSIGHT

EXT-18-1509-E-000164

 DEPARTME T OF HEALTH & HUMAN SERVICES

Office of the Secretary

List of Attendees/Participants:
Dr An1JeSchuchat, Acting CDC Director
Laura Trueman , Depµty Director , IEA
Mary Sumpter Lapinskj Senior Counselor
State POMP Officials
• DC -_LaQuandraS. Nesbitt , MD, MPH, Director of the Washington D.C. Department of Health
• VA- Marissa Levine. MD., MPH Vjrginia State HcalU1 Commissioner
• KY - Jeffrey D. Howard , Jr., M .D., Commissioner (actjng), Kentucky Dept. fot Public Health
• WV - Rahul Gupta, MD. MPH, MBA, FACP, Commissioner and State Hea lth Officer of WV
• MD - Howard Haft, MD, Deputy Secretary for Pub lic Health, Mai land Depa11ment of Health
Other Attendees:
• DC - David Brown DC , Director of Health Professions in Virginia
• KY - Clay Stamp, Executive Director, Opioid Operational ommand Center in Kentucky
• CDC - Grant Baldwin, Director , Division of Unintentiona l Iojury Prevention, Nationa l Center for
Injury Prevention and Control, CDC
• CDC - Cristi Schwarcz, CDC Washington

Background:

As the chart below shows, o ne area where we are eeing success in our muhi-pronged effo1t to address
1be opioid epidemic is in the decrease of scripts written for opioids.
Thi s is due, iL1 pait to CDC ' s P1°escriber Guidelines and to inclividual states e tablishing PDl'vrPs and
passing laws with limitations.
In this meeting , you wi ll hear from 4 states and the District what combination of thi ngs they are doing to
curb overprescribing . Since one of the identified goals in the President's fact sheet deals with
interoperability of PDMPs and several of these state s are contiguous, thi- would be a good opportunity to
hear from them how that is working for them and what challenges exist to get bet connected wfth each
other ' s systems.
Kentucky - CDC reports that particularly strong in tbis group is what Kentucky bas done wHb their
PDMPs. Details on all of their PDMPs are in an attachment.

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000165

 DEPARTME T OF HEALTH & HUMA

SERVJCES

Office of the Secreta ry

Decreasi g Opioid Prescri
-

- ...

,.._ ....

,,.. o:."1¢,=

..

~

......
~

""'~

Attachments
1. Bios on the State Health Officials
2. Backgro und on the PD MPs in 4 states and the District, along with success stories.

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000166

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Media Prep FOR Generation Next Event

Start:
End:

Thu 3/22/2018 11:00 AM
Thu 3/22/2018 11:30 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

li.'hlLfill
(OS/IOS); Harrison,

615-F

Secretary Scheduler (OS/IOS)
Brian (HHS/IOS); Holden, Ronal;d (OS/IOS); Lagomarsino ,
Katie (0S/IO S); Olson, Carolyn (OS/IOS); Tignor, Beth (HHS/I0S) ; Twomey, John K.
(HHS/ASL); Urbanowicz , Peter (HHS/I0S) ; Oakley, Caitlin B. (0$/ASPA)
(Caitlin.Oak!ey@HHS.G OV); Clark, Timothy (HHS/10S); Ryan,Murphy1; Brennan, Patrick
(0S/ASPA); Matt Lloyd (matt.lloyd@hhs .gov)

Review logistics and media prep for Generation Next event

AMI HICAN

PVERSIGHT

46

EXT-18-1509-E-000167

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA departs for lunch with Sec. Purdue

Start:
End:

Thu 3/22/201811:30 AM
Thu 3/22/2018 12:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

llEiiL6II
(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

AMI HICAN

PVERSIGHT

WH

Secretary Scheduler (OS/IOS)

(0S/105); Tignor , Beth
(HHS/10S);Twomey, John K. (HHS/ASL); Urbanowi~z , Peter (HHS/10S)

47

EXT-18-1509-E-000168

 Bell, Michael (05/ASPA)
Subject:

AMA departs. for DCA

Start:
End:

Thu 3/22/2018 3:15 PM

Thu 3/22/2018 5:00 PM

Recurrence:

(none.)

Meeting Status ~

Accepted

Organizer:
Required Attendees:

llfii.IBil
(OS/,l'OS); Harrison , Brian (HHS/I OS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(05/I OS); Tignor , Beth
(HHS/I0S); Twomey, John K. (HHS/ASL}; Urbanowicz, Pete·r (HHS/I0S); Pelekouda-s,
Kristina (HHS/10S)

S'l

EXT-18-1509-E-000169

 Bell, Michael (05/ASPA)
Subject:

AMA to call Sena.tor Blunt Roy Blunt ( R- MO)
Call - Expect a Call from Amahda Street in order to connect .

Location:

Start:
End:

Fri 3/23/2018 530 PM
Fri 3/23/2018 6:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

l£hlZruJ
(OS/IOS); Harrison,

Secretary Scheduler (OS/I05)
Brian. (HHS/I0S) ; Olson, Carolyn (OS/I0S) ; Pel:ekoudas ,
Kristina (HHS/I0S ); Tignor, Beth (HHS/I0S); Twomey, John K. (HHS/ASL); Urbanowia,
Peter (HHS/ 10S) ; Bassett, Matt hew (HHS/ASL); Street, Amanda (HHS/I0S) ; Morse, Sara
(HHS/AS'L)

ti:a,1ih.i1•1J1l
.,.,:,11t•i11,1111
'.,,.~,••,l[•c
~.......

Topic: Call'with Senator Blunt
Objective:

Discuss the FY2018 Omnibus

Lead 10S Counselor:
Has this request been approved by (CoS/ DCoS): Approved by Brian Harrison
AMA's Role: Thank the Senator for his support of HHS in the FY2018 Omnibus.
Request POC (Name, Cell and email):
Is Conference Call Line needed? See below
Who will initiate the conference call? Amanda Street ( ASFR) will call the Senator's office and AMA to
connect
Will there be Briefing Materials provided? No
~ If yes, who will send them to Kristina Pelekoudas (.Name)?
HHS Staff Attendees:

Amanda Street
External Attendees:

AMI HICAN

PVERSIGHT

52

EXT-18-1509-E-000170

 Additional Notes:
Senator Blunt wishes to discuss the big wins for the Department under the LHHSsubcommittee jurisdiction in
the FY2018 Omnibus. The Senator w ill primar ily focus on the +$3 billion to both NIH and opioids, but he'll
likely also speak to the +$200 million to Project BioShield and the +$480 million for the full cost to replace the
Biosafety Level 4 Lab at CDC. He may also highlight that the prohib it ive language on TPP and Title X was not
included in the Omni.

/\Mlf

ll Al\

pVERSIGHT

53

EXT-18-1509-E-000171

 0EPARTME

TOFliEALTH&HUMA

ERVlCtS

Office of the Secretary

Scheduling Request Memo for Secretary Azar

Topic: Call with Senator Blunt
Objective: Discuss the FY2018 Omnibus
Lead IOS Counselor:
Has this request been approved by (CoS/ DCoS}: Approved by Brian Harr ison
AMA's Role: Thank the Senat or for his support of HHS in t he FY2018 Omnibus .
Request POC (Name, Cell and email):
Is Conference Call Line needed?
Who will initiate the conference call?
Will there be Briefing Materials provided? No
~If yes, who will send them to Kristina Pelekoudas (Name)?
HHS Staff Attendees:

Amanda St reet
External Attendee.s:

Additional Notes:

Senator Blunt wishes t o discuss the big w ins fo r the Departmen t under the LHHSsubcommi ttee
jurisdiction in the FY2018 Omnibus . The Senator will pri mar ily focus on the +$3 billion to both
NIH and opioids, but he'l l likely al'so speak to the +$200 million to Proj ect BioShield and the
+$480 million fo r the full cost to rep lace the Biosafety Level 4 Lab at CDC.He may also high light
that the prohibitive language on TPP and Title X was not included in the Omn i.

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000172

 Bell, Michael (05/ASPA)
Subject:

AMA HHS OIG Pickup

.Start:
End:

Mon 3/26/2018 9:00 AM
Mon 3/26/2018 9:30 AM

Recurrence:

(none.)

Meeting Status~

Accepted

Organizer:
Required Attendees:

llhlZfilJ
(0S/I0S)

Secretary Schedul,er (OS/I0S)
; Harrison , Brian (HHS/I0S) ; Olson , Carolyn (OS/I0S) ; Pel,ekoudas ,
Kristina (HHS/IOS); Tignor, Beth (HHS/I0S) ; Twomey , John K. (HHS/ASL}; Urbanowicz,
Peter (HHS/10 S)

AMI HICAN

PVERSIGHT

EXT-18-1509-E-000173

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Departs for Treasury

Start:
End:

Mon 3/26/2018 10:45 AM
l'v)o113/26/20 18 11:00 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

llfiillITI
(OS/ IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

AMI HICAN

PVERSIGHT

Travel

Secretary Scheduler (OS/I05)
(0S/I05) ; Tignor, Beth
(HH S/I0S ); Twomey, John K. (HHS/ASL); Urbanowicz , Peter (HHS/I0S) •; Pelekoudas,
Kristina (HHS/10S)

2

EXT-18-1509-E-000174

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Departs back to HHS
Travel

Start:
End:

Mon 3/26/2018 11:30 AM
Mon 3/26/2018 11:45 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

ll1iillITI
(OS/1OS); Harrison , Brian (HHS/1OS); Olson, Carolyn

Secretary Schedu ler (OS/1OS)
(OS/1OS); Tignor , Beth

(HHS/10S);Twomey, John K. (HHS/ASL); Urbanowi~z , Peter (HHS/10S)

AMI HICAN

PVERSIGHT

3

EXT-18-1509-E-000175

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA briefing with Deputy Secretary, Eric Hargan
615-F /CALL

Start:
End:

Mon 3/26/2018 1;00 PM
Mon 3/26/2018 1:'30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

1iiiiIBIJ
(0 S/IOS); Harrison , Brian

Secretary Scheduler (OS/IOS)
(HHS/10S) ; Olson, Carolyn (0S/10S) ; Pel:ekoudas,

Kristina (HHS/105 ); Tignor, Beth (HHS/10S) ; Twomey, John K (HHS/ASL ); Urbanowicz,
.Peter (HHS/I OS); lliill] Calla'han, Kenneth (HHS/10S); Brady, Will (HH S/IOS)

kb)/6)
PC: k,-b-)(-6)---,

I
1

Leader: l1b}C6)

I

Topic ; Update

AMI HICAN

PVERSIGHT

EXT-18-1509-E-000176

 Bell, Michael {05/ASPA)
Subject:

AMA to do Ceremonial Swear.ing in of Dr. Robe,rt Redfield as the 18th Directo r of the

CDC
Location:

61 S-F

Start:
End:

Mo17 3/26/2018 1 :45 PM
Mor, 3/26/2018 2:00 PM

Recurrence:

(non e)

Meeting Status:

Accepted

Organizer.
Required AUendees;

Secretary Scheduler (OS/IOS)
~ (0S/ ,I0S) ; Harrison, Brian (HHS/IOS); Holden, Ronal,d (OS/I0S) ; Lagomarsino ,
Katie (0S/I05); Olson , Carolyn (OS/I0S) ; Pe,l'ekoudas , Kristina (HHS/I05) ; T)gnor; Beth
(HHS/I05); Twomey, John K. (HHS/ASL); Urbanowicz , Peter (HHS/I05); McGowan,
Robert (Kyle) (HHS/I EA); Smith , Christopher (HHS/ASPA)

Topic: Ceremonial Swearing in of Or. Robert .Redfield as tile 18 th Director of the CDC.
Objective:
Lead IOS Counselor:
Has this request been approved by (CoS/ DCoS): DCOS
AMA's Role: Take photos with Dr. Redfield and his family
Request POC (Name, Cell and email '}: Kyle McGowan, K~b_
}(_6)__

~1 I yle .mcgowan@hhs.go v

Is Conference Call Line needed? No
Who will initiate the conference call?
Will there be Briefing Materials provided? Y/N - No
"'If yes, who will send them to Kristina Pelekoudas (Name)?

HHS Staff Attendees: Kyle McGowan, Chris Smith

External Attendees: Dr. Redfield's wife and children

Additional Notes:

AMI HICAN

PVERSIGHT

EXT-18-1509-E-000177

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA quick v[sft with Ed Simcox
615-F

Start :
End:

Mon 3/26/2018 1:30 PM
Mon 3/26/2018 1:45 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organ izer:
•Required Attendees:

li1ii:Zfill
(OS/IOS); Harrison , Brian (HHS/I0S) ; Olson, Carolyn

Secretary Scheduler (OS/I0S)
(05/I 0S); Tignor, Beth
(HHS/I0S ); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/I05) ; Pelekoudas,
Kristina (HHS/10S)

Topic: Meet and greet w ith Simcox family
Objective: Ed Simcox to introduce his family and take a family photo with Secretary Azar
Lead 10S Counselor: Brian Harrison
Who has approved this request?: Brian Harr ison
AMA's Role: Say hello to family and take a photo
Request POC: Jacob Ashendorf , """kb
'""'
H..ac.
6"'""
) __

___.I
iacob .ashendorf@hh

s.gov

Is Conference CaU line needed? No
Who will initiate the conference call? N/a
Will there be Briefing Mater ials provided? No
~ If yes, who will send them to Kristina Pelekoudas (Name)?
HHS Staff Attendees:
Ed Simcox
External Attendees:
~
L_J

imcox
simcox

, vii h1v1 N

PVERSIGHT

7

EXT-18-1509-E-000178

 l(b)(6)

lsimcox

kb)(6)
kb)(6)

I Simcox
(family friend)

I

Additional Notes:

/\Mlf

ll Al\

pVERSIGHT

8

EXT-18-1509-E-000179

 OEPARTME T OF HEALTH & HUMA

SElfVICES

Office of the Secretary

Scheduling Request Memo for Secretary Azar

Topic: Meet and greet with Simcox fam ily
Objective: Ed Simcox to int roduce his family and take a fam ily photo w it h Secretary Azar
Lead 10S Counselor: Brian Harrison
Who has approved this request?: Brian Harr ison
AMA's Role: Say hel lo to family and take a photo
Request POC: Jacob Ashendor f ,K
~b_)(_6)'--- __

.....,fj acob.ashendorf@hhs.gov

Is Conference Call Line needed? No
Who will initiate the conference call? N/a
Will there be Briefing Materials provided? No
~ If yes, who will send them to Kristina Pelekoudas (Name)?
HHS Staff Attendees:
Ed Simcox
External Attendees:
b)(6) Simcox
(b)(6)
Simcox

!rb)f6l !Simcox
ISimcox
i(bl(6l
Kb)(6) !(family friend)
Additional Notes:

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000180

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Daily meeting with Cos and DCoS, Peter and Br:j:an

Start:
End:

Mon 3/26/2018 2:00 PM
Mon 3/26/2018 2 :30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liliiiiITI(0S/I0S)

AMI HICAN

PVERSIGHT

615-F

Secretary Scheduler (OS/I0S)
; Harrison , Brian. (HHS/I 0S ); Olson, Carolyn (0S/I 0S) ; Pel:e~oudas,
Kristina (HHS/I 0S ); Tignor, Beth (HHS/I0S); Twomey, John K (HHS/ASL); Urbanowicz,
Peter (HH.S/10S)

9

EXT-18-1509-E-000181

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Brief with ASPA, Matt Lloyd

Start:
End:

Mon 3/26/2018 2:30 PM
Mon 3/26/2018 3:00 PM

Recurrence:

(no ne)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

liiiIZfill(OS/IOS); Harrison , Brian (HHS/IOS); Olson, Carolyn

615-F

Secretary Scheduler (OS/IOS)
(0S/I05) ; Pel:ekoudas,
Kristina (HHS/I05 ); Tigno r, Beth (HHS/I05) ; Twomey, John K (HHS/ASL); Urbanowi 'cz,
Peter (HHS/ 10S) ; Matt Lloyd (matt .lloyd@hhs.gov)

Topic: Briefing with ASPA, Matt Lloyd
Objective: Review Interview

Lead 105 Counselor:
Has this request been approved by (cos/ OCoS): Brian
AMA's Role:

Request POC (Name, Cell and email): Brian
Is Conference Call Line needed? no
Who will inifotte the conference call? N/A

Will.there be Briefing Materials provided? Y/N,
"'If yes, who will send them to Kristina Pelekoudas (Name)?
HHS Staff Attendees: Matt Lloyd

External Attendees:N/A

Additional Notes:

AMI HICAN

PVERSIGHT

10.

EXT-18-1509-E-000182

 Bell, Michael (05/ASPA)
Subject:
Location:

Start:

AMA to call Senator Bill Cassidy
615-F /Call

End:

Mon 3/26/2018 3:00 PM
Mon 3/26/2018 3:30 PM

Recurrence:

(none)

Meeting Status :

Accepted

Organizer:
Required Attendees:

lthlZruJ
(OS/IOS); Harrison , Brian (HHS/I0S) ; Olson , Carolyn

Secretary Scheduler (OS/IOS)
(05/I0S) ; Pel:ekoudas,
,Kristina (HHS/I OS); Tignor , Beth (HHS/IOS); Twomey, John K (HHS/ASL); Urbanowicz,
Peter (HH S/10S) ; Bassett, Matthew (HHS/ASL),' Morse , Sara (HHS/ASL)

lcb){61

PC:""'Ith...,.,.,..,
,~..,..,--,
Leader : ltb)C61

To.pie: Health cost transparency with Senator Bill Cassidy
Objective: Dr. Cassidy is hoping to put together a White House roundtable on the issue of price
transparency and met with Marc Short and Amy Swonger to discuss the idea earlier this week. He wants to
pitch the idea to the Secretary and get his thoughts on that.
Lead IOS Counselor: John O'Brien
Has this request been approved by (CoS/ DCoS): DCos (in form of a meeting, now augme.nted with quick call
due to delays)
AMA's Role: Listen and provide thoughts
Request POC (Name, Cell ar,d email):
Is Conference Ca11Line needed?
!(b}16)
PC:l(b)(6)

Who wm initiate the conference call? AMA

·wmthere be Briefing Materials provided? Y/N-Yes
~ If yes, who will send them to Kristina Pelekoudas
r\

PVERSIGHT

(Name)? Sara Morse
11

EXT-18-1509-E-000183

 HHS Staff Attendees:
Matt Bassett
Other ASL staff
External Attendees:
Senator Cassidy
Matt Gallivan (Cassidy Staff)
Additional Notes :

/\Mlf

ll Al\

pVERSIGHT

12

EXT-18-1509-E-000184

 OEPARTME

T OF HEALTH & HUMA . SERVlCES

Office of the Secretary

Scheduling Request Memo for Secretary Azar

Topic: Health cost transparency with Senator Bill Cassidy
Objective: Dr. Cassidy is hoping to put together a White House roundtable on the issue of
price transparency and met with Marc Short and Amy Swonger to discuss the idea earlier this
week. He wants to pitch the idea to the Secretary and get his thoughts on that.
lead 1OSCounselor: John O'Brien
Has th is request been approved by (CoS/ DCoS): DCos (in form of a meet ing, now augmented
with quick call due to de.lays)
AMA's Role: Usten and ,provide thoughts

Request POC (Name, Cell and email):
Is Conference Call Line needed?
lib)(6)

Who w ill init iate the conference call? AMA
Will there be Briefing Materials provided? Y/N-Yes
~ If yes, who will send them to Kristina Pelekoudas (Name)? Sara Morse
HHS Staff Attendees:
Matt Bassett
Other ASL staff
External Attendees:

Senator Cassidy
Matt Gallivan (Cassidy Staff)
Add itional Notes:

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000185

 Bell, Michael (05/ASPA)
Subject:

AMA briefing on fentanyl

Location:

615-F

Start:
End:

Mon 3/26/2018 3:30 PM
Mon 3/26/2018 4:00 PM

Recurrence:

(none)

Meeting Status :

Accepted

Organizer:
Required Attendees:

ILhlZruJ
(OS/IOS); Harrison,

Secretary Scheduler (OS/IOS)
Brian. (HHS/I0S ); Olson , Carolyn (OS/I0S) ; Pel:ekoudas,
Kristin a (HHS/IOS); Tignor, Beth (HHS/IOS); Twomey, John K (HHS/ASL); Urbanowicz,
Peter (HH S/10S) ; Lapinski, Mary -Sumpte ,r (HHS/I0S),; Jones, Christopher (SAMHSA);
Elvander, Erika (0S/OGA); Grigsby, Garrett (HHS/0S/OGA); Zebley , Kyle (HHS/10S );
Clar~, Timothy (HHS/IOS)

i111
,,i•,.M:ll IIL1ll
'O

In,i,lj,ijl),,...,,rt•;I 11••

Topic:

Fentanyl ove rview

Objective:
To provide background on fentanyl, ii.licitly made fentanyl, and fentanyl analogs and trends of
these products in opioids-related overdoses and deaths
Lead 10S Counselor: Mary-Sumpter Lapinski
Has this r·equest been approved by (CoS/ DCoS~:DCoS
.AMA's Role:

Listen and ask questions

Request POC (Name~ Cell and email) :
Is Conference Call Line needed?
Who will initiate the conference call?
Will there be Briefing Materials provided? V/N
N
,.. If yes, who will send them to Kristina Pelekoudas (Name)?

HHS Staff Attendees: Chris Jones, SAMHSA
Garrett Grigsby, OGA
ASPA
MSL

AMI HICAN

PVERSIGHT

13

EXT-18-1509-E-000186

 External Attendees:

Additional Notes:

14


OEPARTME T OF HEALTH & HUMA . SERVlCES

Office of the Secretary

Scheduling Request Memo for Secretary Azar

Topic:

Fentanyl overview

Objective:
To prov ide background on fen t anyl, il licit ly made fen,tanyl , and fentany l analogs
and trends of these produc t s in opioids-rela t ed overdoses and deaths
Lead 10S Counselor:

Ma ry-Sum pte r Lapinski

Has this request been approved by (CoS/ DCoS): DCoS
AMA's Role:

Listen and ask questions

Request POC (Name, Cell and email): .
Is Conference Call line needed?
Who will initiate the conference call?
Will there be Briefing Materials provided? Y/N
N
"" If yes, who will send them to Kristina Pelekoudas (Name)?
HHS Staff Attendee .s: Chris Jones, SAMHSA
Garrett Grigsby, OGA
ASPA
MSL

External Attendees:

Additional Notes:

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000188

 Bell, Michael {OS/ASPA)
Subject:
Location:

AMAto meet with Judy Stecker

Start:
End:

Mon 3(26/2018 4:00 PM
Mon 3/26/2018 4:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

liiiil6II(0S/I0S) ; Harrison , Brian (HHS/I0S) ; Olson, Carolyn

615-F

Secretary Scheduler (OS/I0S)
(0S/I 0S) ; Pel:e~oudas,
Kristina (HHS/I0S ); Tignor, Beth (HHS/I 0S); Twomey, John K (HHS/ASL); Urbanowicz,
Peter (HHS/10S)

Topk: Meet n Greet

AMI HICAN

PVERSIGHT

15

EXT-18-1509-E-000189

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA Briefing for CMS Site Visit Baltimore , MD

Start:
End:

Mon 3/26/2018 4:30 PM
Mon 3/26/2018 5:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

llfiiZaII
(OS/IOS); Harrison,

615-F

Secretary Scheduler (OS/IOS)
Brian (HHS/IOS); Holden, RonaJ;d (OS/IOS); Lagomarsino ,
Katie (OS/IOS); Olson, Carolyn (OS/IOS); Pelekoudas , Kristina (HHS/IOS); Tignor, Beth
(HHS/IOS); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/I0S); 'Brady Brookes
(Brady.Brookes@crns .hhs.gov)'; O'Brien, John (HHS/ASPE); Clark, Timothy (HHS/I0S) ;
Ryc:1n
.Murphy1; Oakley, Caitlin B. (0S/ ASPA) (Caitlin ,Oakley@HHS ,GOV); Brennari,
Patrick (0S/ASPA); Pasch, David (0S/ASPA)

Conference Line:
khw:n
I

PC: !cb)(6) I
Leader: ltb)(6\

Topic:
AMA Briefing for CMS Site Visit, Baltimore, MD
Objective :
Brief the Secretary on ROS for Visit to CMS HQ, Baltimore, MD
I0S Lead: John O'Brien
HHS Div isions:
ASPA, CMS, Advanc e,

AMI HICAN

PVERSIGHT

16

EXT-18-1509-E-000190

 Bell, Michael (05/ASPA)
Subject:

AMA departs for CMS, Baltimore Site

.Start:
End:

Tue 3/27/2018 9:00 AM
Tue 3/27/201810 :00 AM

Recurrence:

(none)

Meeting Status~

Accepted

Organ izer:
Required Attendees :

llhlL6Il
(0 S/.J'OS)
; Harrison , Brian (HHS/10S ); Holden , Ronald

AMI HICAN

PVERSIGHT

Secretary Schedul,er (OS/10S)
(OS/10S) ; Lagomarsino ,
Katie (OS/(0S); Olson, Carolyn (0S/10S) ; Tignor, Beth (HHS/ 10S); Twomey, John K.
(HHS/ASL); Urbanowicz , Peter (HHS/105)

17

EXT-18-1509-E-000191

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA CMS Briefing on Medicaid Eligibility and Benefits Policy
Administrator 's Office , CS-26-16

Start:
End:

Tue 3/27/2018 12:00 PM
Tue 3/27/2018 7:00- PM

Recurrence:

(.none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liiiillill(OS/I.OS); Harrison , Brian (HHS/IOS); Holden,

Secretary Scheduler (OS/IOS)
RonaJ;d (OS/IOS); Lagomarsino ,
Katie (OS/IO S); Olson, Carolyn (OS/IOS); Pelekoudas, Kristina (HHS/IOS); Tignor, Beth
(HHS/IOS); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/I0S); Seema Verma ;
Diana Perez-Rivera (CMS/OA) (diana .perez-rivera@c.ms .hhs,gov); 'Brady Brookes
(Brady ,Brookes@cms .hhs .gov)'; Lynch, Calder (CMS/QA); Bro oks, John (HHS/IOS);
O'Brien, John (HHS/ASPE); I&[] Callahan, Kenneth (HHS/I0S); Brady, Will (HHS/I0S);
Agnew , Ann (HHS/!OS) ; Robinson, Wilma (HH S/IOS); Charrow, Robert (HHS/OGC);
Wh ite, Caroline (HHS/OGC); Cleary, Kelly (HHS/OGC) (Kelly.Cleary@hhs.gov) ; Ne lson,
Beth (HHS/IOS) ; Udutha , Pranay (HHS/I05) ; Shelton , Carrie A (HHS/IOS)
CMS Administrator
1

Optional Attendees :

l(b}(6)

Meeting Number: ~
l(b_)(_6)__

~

Topic:

Secretary Briefing on Medicaid Eligibility and Benefits Policy

Reason:
Program

CMS will brief the Secretary on Policy Cons·iderations for the Medicaid

Lead:

Seema Verma, CMS Administrator

ICarrie .Shelton@hhs .gov

Event POC:

)____
Carrie Shelton, OS/ES,~l<b_H_B

Attendees:

Secretary Azar, Seema Verma (CMS}, Brady Brookes (CMS), Calder Lynch
(CMS), Eric Hargan (IOS), Will Brady (I.OS},Peter Urbanowicz (IOS), Ann
Agnew (IOS), Wilma Robinson (IOS), Robert Charrow (OGC), Kelly Cleary
(OGC}, John O'Brien (IOS), Beth Nelson (IOS), Pranay Udutha (IOS), Carrie
Shelton (IOS)

Briefing Materials: (Will be sent the business day ahead of the briefing)

A\111HICAN

PVERSIGHT

18

EXT-18-1509-E-000192

 Bell, Michael (05/ASPA)
Subject:

AMA depart5, for HHS

.Start:

End:

Tue 3/27/2018 7:00 PM
Tue 3/27/2018 2;00 PM

Recurrence:

(none)

Meeting Status~

Accepted

Organ izer:
Required Attendees :

liliiZ6Il
(OS/l'OS); Harrison , Brian (HHS/I OS); Holden , Ronald

AMI HICAN

PVERSIGHT

Secreta ry Schedu!.er (OS/IOS)
(OS/!OS); Lagomarsino ,
Katie (OS/IO S); Olson, Carolyn (0S/IOS) ; Tignor , Beth (HHS/10S); Twomey , John K.
; Pelekoudas, Kristina (HHS/10S)
(HHS/ASL); Urbanowicz , Peter (HHS/105)

19

EXT-18-1509-E-000193

 Bell, Michael (05/ASPA)
Subject:

Desk Time

Location:

615-F

Start:
End:

Tue 3/27/2018 2:00 PM
Tue 3/27/2018 3:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

lltiiIBII(0S/I0S)

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/I0S)
; Harrison , Brian. (HHS/I0S) ; Olson, Carolyn (0S/I0S) ; Pel:e~oudas,
Kristina (HHS/I 0S ); Tigno r, Beth (HHS/I0S); Twomey, John K (HHS/ASL); Urbanowicz,
Peter (HH.S/10S)

20.

EXT-18-1509-E-000194

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to call I AM HHS employee

Start:
End:

Tue 3/27/2018 3:45 PM
Tue 3/27/2018 4:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer.:
Required Attendees:

liiilliill(0S/I0S) ; Harrison , Brian (HHS/I0S); Olson, Carolyn (0S/I05) ; Pel,ekoudas,

615-F

Secretary Scheduler (OS/I0S)
Kristina (HHS/I05 ); Tignor, Beth (HHS/I0S); Twomey, John K (HHS/ASL); Urbanowi ·cz,
Peter (HHS/IOS); Smith, Gavin (OS/ASPA); Clark, Timothy (HHS/10S)

To:

Office of the Secretary

From:

ASPA

Subject:

I Am HHS Phone · Call

Date:

Friday, March 23 , 2018

Deliverable:

Schedule congratulatory Call with AMA and 'I Arn HHS' nominee by 3/21/2018

HHS employees are making headlines nearly every day, When you think about how diverse and dynamic the department
Is, you' ll realize that we work -In an organization unlike any other in the world. Whether it be the gentleman in the
elevator with you who s working on com batting the effects of the Zika virus, or the woman in the office next to you who
is leading HIV studies, our colleagues are accomplishfng remarkable work across HHS.
" I Am HHS'' is a platform to spotlight our colleagues and their commitment to the HHS mission. Through this program,
empl-0yees are nominated by peers to the Office of the Assistant Secretary for Public Affairs (ASPA),vetted through a
conversation with their supervisor, le.gal and Human Resources, and then selected by a team in ASPA. From here, a
segment is filmed spotlighting their work in the department , and is paired with a blog. These materials are promoted on
the HHS intranet, social media, and shared with any stakeholders that ma.y be relevant t o the employee.
"I Am HHS" releases segment per month, and former Secretaries have called to offer the nom inee a congratulatory
message and thank them for their dedicat ion to HHS. Furthermore, ASPA drafts and releases an e-mair to all staff
high light Ing the employee on behalf at the Secretary , where employees are encouraged to check out the great work
their colleague Is doing.

AMI HICAN

PVERSIGHT

21

EXT-18-1509-E-000195

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA pre- brief for I AM HHS Call
615-F

Start:
End:

Tue 3/27/2018 3:30 PM
Tue 3/27/2018 3:45 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

Secretary Scheduler (OS/I05)
~ (0$/IOS) ; Harrison, Brian (HHS/IOS); Olson, Carolyn (OS/I0S); Pel:ekoudas,
Kristina (HHS/I0S); Tignor, Beth (HHS/I05); Twomey, John K (HHS/ASL); Urbanowicz,
Peter (HHS/10S); Smith, Gavin (05/ASPA); Clari<,Timothy (HHS/105)

II.-...J ,11111::J::t'
1

lilUJ 11111••

,,,I~,,i;

C

To:

From:

Office of the Secretary
ASPA
I Am HHS Phone Call
Friday, March 23, 2018
Schedule congratulatory Call with AMA and 'I .Am HHS' nominee by 3/21/2018

Subject:
Date:
Deliverab le:
HHSemployees are making headlines nearly ev.ery day. When you think about how diverse and dynamic the department
is, you'll realize that we work in an organization unlike any other in the world. Whether it be the gentleman in the
elevator with you who is working on com batting the effects of the Zika virus, or the woman in the office next to you who
is leading HIV studies, our colleagues are accomplishing remarkable work across HHS.
"I Am HHS" is a platform to spotlight our colleagues and their commitment to the HHS mission . Through this program,
employees are nominated by peers to the Office of the Assistant Secretary for Public Affairs (ASPA),vetted through a
conversation with their supervisor, legal and Human Resources, and then selected by a team in ASPA. From here, a
segment is filmed spotlighting their work in the department, and is paired with a blog. These materials are promoted on
the HHS intranet, social media, and shared with any stakeholders that may be relevant to the employee.
"I Am HHS" releases segment per month, and former Secretaries have called to offer the nominee a congratulatory
message and thank them for their dedication to HHS. Furthermore, ASPAdrafts .and releases an e-mail to all staff
highlighting the employee on behalf of the Secretary, where employees are ehcouraged to check out the great work
their colleague is doing.

AMI HICAN

PVERSIGHT

23

EXT-18-1509-E-000196

 DEPA.RTME T OF HEALTH & HUMA SERVICES

Office of the Secretary

To:

Office of the Secretary

From:

ASPA

Subject:

I Am HHS Phone Call

Date:

Friday, March 23, 2018

Deliverable:

Schedule congratulatory Call with AMA and 'I Am HHS' nominee by 3/21/2018

HHSemployees are making headlines nearly every day. When you think about how diverse and dynamic
the department is, you'll realize that we work in an organization unlike any other in the world . Whether
it be the gentleman in the elevator with you who is working on com batting the effects of the Zika virus,
or the woman in the office next to you who is leading HIV studies, our colleagues are accomplishing
remarkable work across HHS.
''I Am. HHS" is a platform to spotlight our colleagues and their commitment to the HHS mission. Through
this program, employees are nominated by peers to the Office of the Assistant Secretary for Public
Affairs (ASPA),vetted through a conversation with their supervisor, legal and Human Resources, and
then selected by a team in ASPA. From here, a segment is fi lmed spotlighting their work in the
department, and is paired with a blog. These materials are promoted on the HHS intra net, social media,
and shared with any stakeholders that may be relevant to the employee.
"I Am HHS" releases segment per month, and former Secretaries have called to offer the nominee a
congratulatory message and thank them fortheir dedication to HHS. Furthermore, ASPAdrafts and
releases an e-mail to all staff highlighting the employee on behalf of the Secretary, where employees are
encouraged to check out the great work their colleague is doing.

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000197

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to meet with General John Kelly,

Start:
End:

Wed 3/28/2018 9:45 AM
Wed 3/28/2018 10:15 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

lltiIIBII(0S/10S); Harrison , Brian (HHS/10S); Olson, Carolyn

WW122

Secretary Scheduler (OS/10S)
(0S/10S); Pel:e~oudas,
Kristina (HHS/I0S); Tignor, Beth (HHS/I0S); Twomey, John K (HHS/ASL); Urbanowicz,

Peter (HHS/10S)

AMI HICAN

PVERSIGHT

26

EXT-18-1509-E-000198

 Bell, Michael (05/ASPA)
Subject:

AMA departs back to HHS

.Start:

End:

Wed 3/28/201810:15 AM
Wed 3/28/2018 10:45 AM

Recurrence:

(none.)

Meeting Status~

A'Ccepted

Organizer:
Required Attendees:

llhlZfil1
(0S/ IOS); Harr ison, Brian (HHS/IOS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/IOS)
(OS/10S) ; Pel,ekoudas ,
Kristina (HHS/IOS); Tignor, Beth (HHS/IOS); Twomey, John K. (HHS/ASL}; Urbariow k z,
Peter (HHS/10S)

27

EXT-18-1509-E-000199

 Bell, Michael (05/ASPA)
Subject:

AMA OIG Deta fl

Location:

615-F

Start:
End:

Wed 3(28/20 18 11:00 AM
Wed 3/28/20 18 11:30 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:

Secretary Scheduler (OS/IOS)

Required Attendees:

liliiL6Il(0S/IOS) ; Harrison , Brian (HHS/I0S) ; Olson, Carolyn

(OS/I0S) ; Pel:ekoudas ,
Kristina (HHS/IOS ); Tignor, Beth (HHS/IOS); Twomey, John K. (HHS/ASL); Urbanowicz,
Peter (HKS/IOS); lfbl(6)
l(OIG/Ol) ;Kb)(6)
(OIG/0I) ; Charrow ,
Robert (HHS/OGC); Ryan.Mu rphy1; Clark, Timothy (HHS/IOS)

I

No materials-ahead

AMI HICAN

PVERSIGHT

28

EXT-18-1509-E-000200

 Bell, Michael (05/ASPA)
Subject:

AMA HHS COOP Briefing

Location:

615-F

Start :
End:

Wed 3(28/2018 11 :30 AM
Wed 3/28/2018 12:00 PM

Recurrence:

(none)

Meeting Status :

Accepted

Organizer:
Required Attendees:

Secretary Scheduler (OS/IOS)
Brian (HHS/1OS); Olson, Carolyn (OS/1OS); Tignor , Beth
(HHS/I OS); Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/1OS); Stannard, Paula
(HHS/1OS); Kadlec, Robert (OS/ASPR/1O); Meekins, Chris (OS/ASPR/1O);~antinato,
Jessica (OS/ASPR/OEM); Smith, Matthew (O5/ASPR/OEM); Gabriel, Edward
(OS/ASPR/1O)

liliill:ITl
(OS/1OS); Harrison,

I JI)~Uf":·.,,1:111,!111
/\1,,~IJ

1,;\•·:1111
• ; .,,11, .. :

Topic: HHS Continuity of Operations (COOP} Briefing
Objective: To provide information to the Secretary regarding the HHS continuity of operations plan as well
as inform him of his responsibilities during a COOPevent.
lead IOS Counselor: Paula Stannard
Has this request been approved by (Peter/ Brian) : No
AMA's Role: Receive an informationa l briefing on COOP. Provide questions if there are any areas of
ambiguity.
Request POC (Name, Cell and email ): Chris Meekins, ~
._b_)(_6_) ___

_,

Is Conference Call Line needed? No
Who will initiate the conference call? N/ A
Will there be Briefing Materials provided? Y/N Yes
"'If yes, who will send them to Kristina Pelekoudas (Name)? Chris Meekins
HHS Staff Attendees:
Robert Kadlec, Chris Meekins, Jessica Fantinato, Matt Smith, Edward Gabriel
)

PVERSIGHT

29

EXT-18-1509-E-000201

 External Attendees : N/A

Add itional Notes : Every Secretary receives these briefings as does anyone in the line of succession for the
department . Now that the Secretary has received his briefing by WHMO, it is appropriate for him to receive
his COOPbriefing .

/\Mlf

ll Al\

pVERSIGHT

30

EXT-18-1509-E-000202

 0EPARTME

TOFliEALTH&HUMA

ERVlCtS

Office of the Secretary

Scheduling Request Memo for Secretary Azar

Topic: HHS Continuity of Operations (COOP) Briefing
Objective: To provide information ,to the Secretary regard ing the HHS cont inuity of operations
plan as well as inform him of his responsibilities during a COOPevent .
Lead IOS Counselor: Paula Stannard
Has this request been approved by (Peter/ Brian) : No
AMA's Role: Receive an informational briefing on COOP. Provide questions if there are any
areas of ambiguity.
Request POC (Name, Cell and email): Chris Meekins ,l(
,_b_)("6_
- ) ___

...,

Is Conference Call Line needed? No
Who w ill initiate the conference call? N/A
Will there be Briefing Materials provided? Y/N Yes
~ If yes, who will send them to Kristina Pelekoudas (Name)? Chris Meekins
HHS Staff Attendees:
Robert Kadlec, Chris Meekins, Jessica Fantinato, Matt Smith, Edward Gabriel
External Attendees: N/A

Additional Notes: Every Secretary receives these briefings as does anyone in the line of
succession for the department. Now that the Se.cretary has received his briefing by WHMO, it
is appropriate for him to receive his COOPbriefing.

A\111HICAN

PVERSIGHT

EXT-18-1509-E-000203

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA prep/ Brief for Federal Commission on School Safety

Start:
End:

Wed 3/28/2018 1:30 PM
Wed 3/28/2018 2:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

Secretary Scheduler (OS/I0S)
~ (0S/I0S) ; Harrison , Brian. (HHS/I0S) ; Olson, Carolyn (0S/IOS) ; Pel:e~oudas,
Kristina (HHS/I0S ); Tigno r, Beth (HHS/I0S); Twomey, John K (HHS/ASL); Urbanowicz,
'Peter (HH.S/10S);Brennan , Patrick (0S/ASPA}; Lapinski, Mary-Sumpter (HHS/I0S), Clark,
Timothy (HHS/I0S)

615-F

Prep AMA for First meeting of Federal Comm ission on School Safety

AMI HICAN

PVERSIGHT

JL

EXT-18-1509-E-000204

 Bell, Michael (05/ASPA)
Subject:
Location:

615-F

Desk time

Start:
End:

Wed 3/28/2018 2:00 PM
Wed 3/28/2018 2'.30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

Secretary Scheduler (OS/I0S)
~ (0S/I0S) ; Harrison , Brian. (HHS/I0S) ; Olson, Carolyn (0S/I0S) ; Pel:e~oudas,
Kristina (HHS/I0S) ; Tignor, Beth (HHS/I0S); Twomey, John K (HHS/ASL); Urbanowicz,
Peter (HH.S/10S)

AMA to Review RFI, Drug pricing

AMI HICAN

PVERSIGHT

32

EXT-18-1509-E-000205

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA departs for Dept. of ED
400 Mary l:and Ave SW

Start:
End:

Wed 3/28/201'8 230 PM
Wed 3/28/2018 3:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liliii:iITl
(0S/IOS) ; Harrison,

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/105)
Brian (HHS/IOS); Holden, Ronal,d (0S/10S); Lagomarsino )
Katie (0S/IOS) ; Olson, Carolyn (OS/10S); Pelekoudas, Kristina (HHS/IOS); Tignor , Beth
(HHS/105) ; Twomey, John K. (HHS/ASL); Urbanowicz , Peter (HHS/105)

33

EXT-18-1509-E-000206

 Bell, Michael (05/ASPA)
Subject:
Location:

AMAto join first meeting of The Federal Commission on School Safety

Start :
End:

Wed 3/28/2018 3:00 PM
Wed 3/28/2018 4:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organ izer:
Required Attendees:

liiilifilJ(0S/10S); Harrison , Brian (HHS/IOS); Olson, Carolyn

Dept. of l:ducation- Secretrays Conference Room

Secretary Scheduler (OS/10S)
(0S/10S); Tignor , Beth
(HHS/10S); Twomey, John K. (HHS/ ASL); Urbanowicz , Peter (HHS/10 S); Lapinski•, MarySumpter (HHS/10S); Pelekoudas , Kristina (HHS/I.OS); Clark, Timothy (HHS/10S);
Brennan, Patrick (0S/ASPA)

!It~c:/~ I:d :·"?.'
1
,

II 1,1,Hyi rlf~• ,.,11•i
fo••'I ,..

WEDNESDAY, MARCH 28 - 3:00 PM- 4:00PM
Event: Fir st Meeting of Federal Commission on School Safety
Topics: Organizational Meeting - Strncture Staffing , Future Meeting s
Location: Department of Education - Secretaiy 's Conference Room - 7th Floor
Press: Closed (Internal Dept of Ed Photographer Only)
Attendees: Secretary Azar, Secretary Davos, Secretaiy Nie lsen, AG Sessions (Piincipa l +2 staff)
We will have Principals enter through the Garage Entrance of the LBJ Building (entrance on 4th Street, SW) .
Please have your Security De tails reach out to 011r Buikting Security for directions /instructions on entry ,
Contac t info below.
Christopher Strambler
Director Phy sical Security & Law Enfo rcement Division
US Department of Education Washi ngton DC
Office: (202) 401-3610 Ce ll: (kbH6)
I
christopher.strambler@ed.gov
Kevin P. Williamson
Senior Physica l Secw-ity Specialist
U .S. Department of Educat ion
Office (202) 401-3611
Kevin.Wi11iarnson@ed.gO\·
Thanks so much!
Dougje

AMI HICAN

PVERSIGHT

34

EXT-18-1509-E-000207

 BRlEFING FOR FEDERAL COMMISSION ON SCHOOL SAFETY
ORGANIZATIONAL MEETING
·wednesday , March 28 , 2018
3 :00 - 4:00 p.m. EDT
Washington DC

OVERVIEW:
The Federal Commis ion on School Safety ("Commission ") is comprised of the
Secretary of Education Attotney General, Secretary of Health and Httman Services . and
Secretary of Homeland Secmi ty . Each re-spective Department has jurisdiction over key
school safety issues. President Tmmp charged the Commission With quickly providing
meaningful and actionable recomme11dations to keep students safe at school.
PURPOSE:
To discuss the scope of tl1e Commission's work , the timeline , locations for meetings and
topics for hearings and site visits .
BACKGROUND:
• On March 12 President Trump established the Federal Commission on School
Safety I to develop a process to evaluate and make recommendation on school
safety.
• Specifically , the Wbite House announced tbe Commission would "study and
make recommendations on the following areas of focus"
o Ag restrictions for ce1tain firearm purchases.
o Existing entertainment rating systems and youth consumption of
violent entertainment.
o Strategies to advance the science and practice of character
development in youth and a culn1re of connectedness.
o Effects of press coverage of mass shootings.
a Repeal of the Obama Administration "Rethink School Discipline '
policies.
o Best practices for school buildmgs and campus security from Federal
Government components , including the Department of State ' s Bureau
of Diplomatic Security , and al.so from other State , local, and private
sector sources .
o A plan. for integration and coordinat ion of Federal resources focused
on prev ention and mitigation of active shooter incidents at schools.
o Opportunities to improve access to mental health treatment, including
through efforts that raise awareness about mental illness and the
effectiveness of treatment , reduce barriers to the recruitment of mental

See bttps ://www. w hitehou se. gov/briefings- tatements /presi den t-donald-j-trump-takingirnmediate-actions-secure-sc hoo Is/.
1

AMERICAN

PVERSIGHT

EXT-18-1509-E-000208

 health professionals, and provide training related to violence
prevention.
o Best practices for school-based threat assessment and violence
prevention strategies.
o The effectiveness and appropriateness of psychotropic medication for
treatment of troubled youth.
o Ensuring that findings are sufficiently suppo1ted by existing and
additional Federal , State, and local funding sources.
MEETING LOCATION :
Lyndon Baines Johnson Department of Education Building
Secretary's Conference Room (7 th Floor)
400 Mary land Avenue, SW
Washington, DC 20202
PRESS PLAN :
This event is CLOSED press.
AV/ROOM SET-UP:
No AV; boardroom set-up
AGENDA:
• Welcome and Introductory Remarks - Secretary of Education Betsy De Vos
• Participant Introduct ions - All Participants
• Review of Commission Establishmen t and Charge - Secretary D e Vos
• Overview of Federa l Advisory Committee Act (FACA) - ED Office o.fGeneral
Counsel
• Discussion on Propo sed Commission Meetings and Topics - Commission ers
• Discussion on Comm ission Staffing and Support - Commissioners
• Other Items for Consideration - Commissioners
• Adjo urnment
KEY ATTENDEES:
Department of Education (ED) :
Secretary Betsy De Vos
Kent Talbert, Delegated the Duties and Functions of Deputy Secretary
Jason Botel , Acting Assistant Secretary for Elementary and Secondary Education
Bob Eitel, Senior Counselor
Department of Justi ce (DOJ):
Attorney General Jeff Sessions
Gary Barnett , Counselor
Robyn Thiemann, Assoc iate Deputy Attorney General
Department of Health and Human Services (HHS):
Secretary Alex Azar

/\MERICAi\

pVERSIGHT

EXT-18-1509-E-000209

 Peter Urbanowicz , Chief of Staff
Marty-Su mpter Lapinski, Senior Counse lor
Department of Homeland Security (DHS):
Secretary Kirstjen Nielsen
Chad Wolf, Chief of Staff
Brandon Wales, Senior Cow1selor
White House Dome stic Policy Council:
Andrew Bremberg, Director of the Domestic Po licy Counci l
Theo Wo ld, Spec ial Assistant to the Pre sident for Domestic Policy
Rob Goad , Domestic Policy Council Advisor
SITE CONTACTS:
Doui ie Simmons, ED Deputy Chief of Staff for Operation s
Cell:Jb)(6)
I
leed.simrnons @ed.gov

Kathryn Walker, Confidentia l Assistant, ED Office of the Secretruy
I
Cell: Kb)(6)
kathryn.walker @ed.gov

/\MERICAi\

pVERSIGHT

EXT-18-1509-E-000210

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA departs back to HHS
200 lndepence SW

Start:
End:

Wed 3/28/2018 4:00 PM
Wed 3/28/2018 4:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

ll.tiii:fill
(0S/IOS) ; Harrison,

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/10S)
Brian (HHS/IOS); Holden, Ronal,d (OS/10S); Lagomarsino ,
Katie (OS/10S); Olson, Carolyn (OS/10S); Pelekoudas, Kristina (HHS/IOS); Tignor, Beth
(HHS/105) ; Twomey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/IOS)

35

EXT-18-1509-E-000211

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to Meet wit h Wh ite House Liaison Staff

Start:
End:

Wed 3/2.8/20 18 4:30 PM
Wed 3/28/2018 4:45 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

Secretary Scheduler (OS/I0S)
Olson 1 Carolyn (05/10S) ; Tigno r, Beth (HHS/I05) ; Clark, Timothy (HHS/,I0S) ; Stirrup ,
Heid i (HHS/10S); Harrison, Brian (HHS/ I0S) ; fltilifill(OS/I0S) ; Urbanowicz 1Peter
(HHS/I0S)

615-F

Lead: Wh ite Liaison, Tim Clark
Topic : Weekly Dept'. Update

AMI HICAN

PVERSIGHT

3.6

EXT-18-1509-E-000212

 Bell, Michael (05/ASPA)
Subject:

AMA depart to HHS

.Start:

End:

Thu 3/29/2018 7:30 AM
Thu 3/29/2018 8:00 AM

Recurrence:

(none.)

Meeting Status~

Accepted

Organizer:
Required Attendees :

llfiiZfill
(OS/1OS); Harrison, Brian (HHS/1OS);Olson, Carolyn (OS/1OS); Pel,ekoudas,

Secretary Schedul:er (OS/1OS)
Kristina (HHS/IOS); Tignor, Beth (HHS/IOS);Twomey, John K. (HHS/ASL};Urbariowkz ,
Peter (HHS/1OS)

AMI HICAN

PVERSIGHT

37

EXT-18-1509-E-000213

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to meet with Op Div. & Staff Div. Principals( or acting Principals)
610-F

Start:
End:

Thu 3/29/2018
Thu 3/29/2018

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

Secretary Scheduler (OS/I0S)
Secretary Scheduler (0S/I0S); IZiiill:w
(0S/I05) ; Harri:son, Brian (HHS/ I.OS); Olson,
Carolyn (0S/ I0S ); Pelekoudas, Kristina (HHS/I0S); Tigno r, Beth (HHS/I0S ); Twomey,
John K. (HHS/ASL); Urbanowicz, Peter (HHS/I0S) ; Redfield, Robert R. (CDC/OD); Collins,
Francis (NIH/OD) [E]; Caligu iri, Laura {HHS/I0S); Agnew, Ann (HHS/I0S); Grigsby,
Garrett (HHS/0S/0GA); Mccance-Katz , Elinore (SAMHSA/0AS); Moughalian , Jen
(HHS/ASFR); Bassett, Matthew (HHS/ASL); Clark, Tim ot hy (HHS/I0S); Kalavritinos , Jack
(0S/IEA) ; Kadlec, Robert (0S/ASPR/I0); Giroi r, Brett (HHS/0ASH); Severino , Roger
(HHS/OCR);. Charrow , Robert (HHS/0GC); Rucker, Donald (0S/0NC); Greenstein , Bruce
(0S/I0S); Wagner , Steven (ACF); Gopal Khanna (Gopal.Khanna@ahrq .hhs.gov);
Robertson, Lance .(ACL); Seema Verma ; Diana Perez-Rivera (CMS/QA) (diana .perezrivera@cms.hhs .gov) ; scott.gottHeb@fda .hhs.gov; Pennington, Caitlin {FDA/0C) ;
McManus, Ayanna (NIH/OD) [E]; Wood, Gretchen (NIH/OD) [E]; Weahkee, Michael
(IHS/HQ); Encarnacion, Dolkie (SAMHSA/0A) ; Lapinski, Mary-Sumpter (HHS/IOS);
Wynne , Maggie {HHS/I0S); O'Brien, John (HHS/ASPE); Stanna rd, Paula (HHS/I0S) ;
Levinson , Dan R (O'l:G/I0J; Tobias, Constance (HHS/DAB); Griswol d, Nancy (HHS/OM HA
'HQ); Destro, Brenda (HHS/ASPE); Keckler, Charles (HHS/I0S); Brady, WiH (HHS/I05) ;
IZE1L]
Callahan, Kenneth (HHS/I0S)
McGuffee, Tyler Ann (HHS/ASL); Brandt, Kimberly (CMS/0A ) (kimberly.brand t1
@cms.hhs.gov)

9;00 AM
9;30 AM

1

Optional Attendee£

This is a Sen1or Staff meeting that the Secretary willbe Chairing , please plan to attend eit her ,i n person or by phone .
Op Div. & Staff Div . Princf pals( or act ing Principals) on ly - No addit ional staff

Conference line info
ltb\£6)
I
PC: lrb)/6) I
Leader : .--k
b_H_6)__,

AMI HICAN

PVERSIGHT

38

EXT-18-1509-E-000214

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to visit National Gallery of Art
6th & Const itut ion Ave NW, Washington , DC 20565

Start:
End:

Thu 3/29/2018 10:15 AM
Thu 3/29/2018 11:ODAM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

l!hlZiITI
(OS/1OS); Harrison , Brian (HHS/1OS); Olson, Carolyn

AMI HICAN

PVERSIGHT

Secretary Scheduler (OS/1OS)
(OS/1OS); Pel:e~oudas,
Kristina (HHS/1OS); Tignor, Beth (HHS/1OS); Twomey, John K (HHS/ASL); Urbanowicz,
Peter (HHS/1OS); Will ~ams, Rasheed (HHS/1OS) (Rasheed.Williams@hhs .gov)

40

EXT-18-1509-E-000215

 Bell, Michael (05/ASPA)
Subject:

AMA Departs to National Gallery of Art

.Start:
End:

Thu 3/29/2018 10:00 AM

Recurrence:

(none)

Meeting Status~

A'Ccepted

Organizer:
Required Attendees:

llhlffi.II
(0S/10S) ; Harrison , Brian (HHS/10S); Olson , Carolyn

AMI HICAN

PVERSIGHT

Thu 3/29/2018 10:15 AM

Secretary Schedul:er (OS/10S)
(OS/10S) ; Pel,ekoudas ,
Kristina (HHS/IO S); Tignor, Beth (HHS/I OS); Twomey, John K. (HHS/ASL); Urbanowkz,
Peter (HHS/10S); Williams, Rasheed (HHS/10S) (Rasheed.Williams@hhs .gov)

41

EXT-18-1509-E-000216

 Bell, Michael (05/ASPA)
Subject:

AMA departs back to HHS

.Start:
End:

Thu 3/29/2018 11 :00 AM
Thu 3/29/2.01811 :15 AM

Recurrence:

(none)

Meeting Status~

A'Ccepted

Organizer:
Required Attendees:

llhlffi.II
(OS/1OS); Harrison , Brian (HHS/1OS); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/1OS)
(05/1 05) ; Pel,ekoudas ,
Kristina (HHS/1OS); Tignor, Beth (HHS/1OS); Twomey, John K. (HHS/ASL);Urbanowkz,
Peter (HHS/1OS); Williams, Rasheed (HHS/1O5) (Rasheed.Williams@hhs .gov)

42

EXT-18-1509-E-000217

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to meet with John Bardis

Start:
End:

Thu 3/29/2018 12:30 PM
Thu 3/29/2018 12:45 PM

Recurrence:

(none)

Meeting Status :

Accepted

Organ izer:
Required Attendees:

l!hlZiITI
(OS/IOS); Harrison , Brian. (HHS/10S ); Olson, Carolyn

AMI HICAN

PVERSIGHT

615-F

Secretary Schedu ler (OS/IOS)
(0S/10 5); Pel:e~oudas,
Kristina (HHS/10S); Tignor, Beth (HHS/10S); Twomey, John K. (HHS/ASL); Urbanowicz,
Peter (HHS/IOS); Bardis, John (HHS/ASA); Smith, Christoph er (HHS/ASPA)

44

EXT-18-1509-E-000218

 Bell, Michael {OS/ASPA)
Subject:

AMA departs . for DCA

Start:
End:

Thu 3/29/2018 1 :45 PM

Recurrence:

(none)

Meeting Status ~

Accepted

Organizer:
Required Attendees :

AMI HICAN

PVERSIGHT

Thu 3/29/2018 3:00 PM

Secretary Schedul:er (OS/IOS)

~ (OS/lOS); Harrison , Brian (HHS/I OS); Olson , Carolyn (OS/IOS); Tignor , Beth
(HHS/IOS); Twomey, John K. (HHS/ASL}; Urbanowicz, Pete·r (HHS/IOS)

45

EXT-18-1509-E-000219

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA to call NIH Director Dr. Francis Collins
615-F/ Call

Start:
End:

Thu 3/29/2018 l :30 PM
Thu 3/29/2018 1;45 PM

Recurrence:

(none)

Meeting Status :

Accepted

Organizer:
Required Attendees:

lililZfill(OS/IOS); Harrison , Brian (HHS/I 0S ); Olson,

Secretary Scheduler (OS/\OS)
Carolyn (OS/I0S) ; Pel,ekoudas ,
Kristin a (HHS/I OS); Tignor, Beth (HHS/IOS); Twomey, John K (HHS/ASL); Urb anow, ·cz,
Peter (HHS/10S); Lapinski, Mary -Sumpte,r (HHS/I0S) ; Collins , Francis (NIH/OD) [EJ

Topic: Teleconference with NIH Director Francis Collins
Objective : To brief the Secretary on the status of the Opioid PPPand the upcoming 2018 National Rx Drug
Abuse and Heroin Summit where Dr. Collins will be giving a Plenary on Wednesday, April 4, in Atlanta
AMA's Role: N/A. This is a 10-minute briefing call With the Secretary. Informat ional only.
Project Lead (105 Senior Staff): Mary-Sumpter Lapinski
Working Project Lead (Name, Cell and email):
Is Conference Call Line needed? -kb-)(_6\~--

1PC:lrb)/6)

Who wiJI initiate the conference call?
Who wiJI provide Briefing materials? N/ A
HHS Staff Attendees:

External Attendees :

Schedule Request Justification:

AMI HICAN

PVERSIGHT

46

EXT-18-1509-E-000220

 Bell, Michael (OS/ASPA)
Subject:
Location:

AMA Cabinet Prep Session
Call in Limo

Start:
End:

Fri 4/6/2018 8:45 AM
Fri 4/6/2018 9:15 AM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

iiii1IBIJ
(OS/IOS); Harrison , Brian (HHS/10S); Olson, Carolyn

Secretary Scheduler (OS/IOS)
(OS/10S); Pel:eko udas,
Kristina (HHS/10S ); Tignor, Beth (HHS/IOS); Twomey, John K (HHS/ASL); Urbanowiq,
Peter (HHS/10S) ; Brennan, Patrick (OS/ASPA}; Giroir, Brett (HHS/OASH); fil] Lapinski ,
Ma ry- Sumpter (HHS/IOS); Brady, W ill (HHS/10S); Callahan, Kenneth (HHS/IOS)

kb)/6)

!tb)16l

AMI HICAN

PVERSIGHT

EXT-18-1509-E-000221

 Bell, Michael (05/ASPA)
Subject:

AMA departs to HHS

.Start:
End:

Sat 4/7/2018 8:<'JO
AM
Sat 4/7/2018 8:15 AM

Recurrence:

(flone_)

Meeting Status~

Accepted

Organizer:
Required Attendees:

llfiiZiill(OS/ IOS); Harrison , Brian (HHS/IOS); Olson , Carolyn

Secretary Schedul:er (OS/I0S)
(OS/IOS); Pel,ekoudas ,
Kristina (HHS/I0S); Tignor, Beth (HHS/IOS) ; Twomey, John K. (HHS/ASL}; Urbanowicz,

Peter (HHS/10S)

AMI HICAN

PVERSIGHT

2

EXT-18-1509-E-000222

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA cabinet meeting prep

Start:
End:

Mon 4/9/2018 9:30 AM
Mon 4/9/2018 10:15 AM

Recurrence:

(11one)

Meeting Status:

Accepted

Organizer:
Required Attendees:

Secretary Scheduler (OS/I0S)
Secretary Scheduler (05/105); liliillill(05/105) ; Harrfson , Brian (HHSJIOS); Olson 1
Carolyn (0S/IOS ); Pelekoudas, Kristina (HHS/IOS); Tignor, Beth (HHS/IOS); Twomey,
John K. (HHS/ASL); Urbanowicz, Peter (HHS/10S); 'Brennan, Patrick (OS/ASPA); flfilI]
Brady, Will (HHS/IOS); Callahan, Kenneth (HHS/I0S); Lapinski, Mary-Sumpter
(HHS/)0S) ; Giroir , Brett (HHS/OASH)
Hargan, Eric (OS/I05) ; Bassett, Matt hew (HHS/ASL); Kemper, l aura, (HHS/ASL)

Optional Attendees:

615-F

Attendees : Brian, Peter , Dr. Giro ir, Mary- Sumpter, Patrick Brennan
Optional : Eric Hargan

AMI HICAN

PVERSIGHT

EXT-18-1509-E-000223

 Bell, Michael (05/ASPA)
Subject:

AMA departs back to HHS

.Start:

End:

Mon 4/9/2018 12:30 PM
Mon 4/9/2018 1:00 PM

Recurrence:

(none)

Meeting Status~

Accepted

Organizer:
Required Attendees :

llwZtill
(OS/1'0S); Harrison , Brian (HHS/10S); Olson , Carolyn

AMI HICAN

PVERSIGHT

Secretary Schedul:er (OS/10S)
(OS/10S) ; Pel,ekoudas ,
Kristina (HHS/IO S); Tignor, Beth (HHS/IOS); Twomey, John K. (HHS/ASL}; Urbariowkz,
Peter (HHS/IOS)

EXT-18-1509-E-000224

 Bell, Michael (05/ASPA)
Subject:

AMA at HHS Opioids Steering Committee Retreat
Room 800

Location:

Start:
End:

Mon 4/9/2018 1:15 PM
Mon 4/9/2018 1:30 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Requ ired Attendees:

Secretary Scheduler (OS/10S)
Brian (HHS/10S); Olson, Carolyn (0S/10S); Tignor, Beth
(HHS/IOS); t womey, John K. (HHS/ASL); Urbanowicz, Peter (HHS/10S}; Lapinski•, Mary~
Sumpter {HHS/10S); Brennan, Patrick (0S/ASPA); Clark, Timothy (HHS/10S); Holden ,
Ronald (OS/10$); Lagomarsino, Katie (0S/105)

liiii1fiIJ
(0S/10S); Harrison,

PROGRAM:

1:15 PM

AMAarrives, is greeted by Mary-SumpterLapinski,then proceeds to
the podium (1 min)

1:16 PM

Mary-Sumpter Lapinski introduces AMA(2 min)

1:18 PM

AMAbegins remarks ('10 min)

1:28 PM

AMAconcludes remarks then makes his way to the exit (2 min)

1:30 PM

AMAdeparts

Event Name: HRS Opioids Steering Conunittee Retreat,
Date:

Week of April 9, 2018

Location:

Humphrey Building , Room 800

Time:

9:00-4:00
Secretar y's Commitment: 12:15 - I; 15
Principa ls' Commitment: 9:00 - 1:15

Reason:
The pmpose of the Principals ' Retreat is to convene an all-day meeting oftop IffiS leadership to deve1oJJa set
of proposals to further 1-IHSwork to address tb opioids epidemic and 10 help foster collaboration among the
OpDivs and StafIDivs on the topic.

AMI HICAN

PVERSIGHT

EXT-18-1509-E-000225

 Secretary's Rol e:
Before the meeting:
For the meeting:

We are asking for the Secretary to send the invitation to the Pr incipals from his calendar.
The Secretary will be asked to come at 12: 15 to hear the closing of the morning sess ion
where faci litato rs will summarize the work of the Principals thus far . We are then
requesting that the Secretary remain with the Principals for their lunch break 12:30-1: 15.
Secretary and Principals will be dismissed at 1.:15; other top leadership will remain w,til
4:00 .

Meeting Participants:
Secretary Azar , Deputy Secre tary Hargan, Chief of Staff Urbanowicz , Deputy Chief of Staff Harrison , all
OpDiv and StaffD iv heads, all Secretaria l and Deputy Secretarial Counselors, Ann Agnew , and Surgeon
General Adams
Leads:
Mary-Sumpter Lapi nski , Secretarial Counselo r
John R. Graham , Acting Ass istant Secretary for Planning and Eva luation
POC :
Sam Shipl ey, IOS ,.,...J
r;:.:.h
)"'"'rn"'""\
___
Sarah Potter , ASPE , l(b)(6)

...,,tSamuel.S

h-ipley(aJ.hhs.gov
~ Sara h.Potter@hhs.gov

Press, Press Co ntact:
NIA; this is an internal meeting
Briefing Materials:
Briefing materia ls will be sent at least a week ahead of the meeting.
Notes:
o

/\Mlf

Agenda forthcoming

ll Al\

pVERSIGHT

6

EXT-18-1509-E-000226

 Bell, Michael (05/ASPA)
Subject:
Location:

AMA reoccur-ring meeting with NIH Director Dr. Franc,fs Collins

Start:
End:

Mon 4/9/2018 1:45 PM
Mon 4/9/2018 2:15 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer .:
Required Attendees:

liiiiZfill(OS/IOS); Harrison , Brian (HHS/I0S ); Olson, Carolyn

615-F

Secretary Scheduler (OS/IOS)
(0S/I 05) ; Pel:e~oudas,
Kristina (HHS/I0S )'; Tigno r, Beth (HHS/IOS); Twomey, John K (HHS/ASL); Urbanowicz,
Peter (HHS/ 10S); McManus , Ayanna (NIH/OD) [E]; Collins , Francis (NIH/OD) [E];
Lapinski, Mary-Sumpter (HHS/I0S)

Lead: MSL

AMI HICAN

PVERSIGHT

7

EXT-18-1509-E-000227

 Bell, Michael (05/ASPA)
Subject:
Location:

Start:

AMA to speak with Stephen Miller, Senior Advisor to the President
615-F/ Conference line

End:

Mon 4/9/2018 2:30 PM
Mon 4/9/2018 3:00 PM

Recurrence:

(none)

Meeting Status:

Accepted

Organizer:
Required Attendees:

liliiIBI1
(OS/IOS); Harrison,

Secretary Scheduler (OS/IOS)
Brian. (HHS/IOS); Olson , Carolyn (05/105) ; Pel:ekoudas,
Kristina (HHS/105 ); Tignor, Beth (HHS/105); Twomey, John K (HHS/ASL); Urbanowicz,
Peter (HHS/IOS); White, Caroline (HHS/OGC); Charrow , Robert (HHS/OGC); Wynne ,
Maggie (HHS/lOS)

I PC: l,b )(6)
Leader code; l£bll6) I

1/h)l 6)

AMI HICAN

PVERSIGHT

8

EXT-18-1509-E-000228

 Bell, Michael (05/ASPA)

Location:

AMA Brief on Physician-Focused Payment Model Technical Advisory Committee (PTAC)
Briefing
610 -F

Start:
End:

Mon 4/9/2018 3:00 PM
Mon 4/9/2018 4:00 PM

Recurrence:

(non e)

Meeting Status:

Accepted

Organizer:
Required AUendees:

Secretary Scheduler (0S/10S)
liiillfill(0S/I0S); Harrison, Brian (HHS/10S) ; Olson, Carolyn (0S/ 10S); Pel-ekoudas ,
Kristina (HHS/10S); Tigno r, Beth (HHS/10S); Twomey , John K. (HHS/ASL); Urban owicz,
Peter (HHS/105); Fischbach, Aaron (05/105);
CaHahan, Kenneth (HHS/'105);
Kouzoukas, Demetrios (CMS/OA); Brady, Will (HHS/10S); O'Brien, John (HHS/ASPE);
Seema Verma; Diana Perez- Rivera (CMS/OA) (diana.perez -r ivera@cms.hhs.gov); 'Brady
Brookes (Brady.Brookes@cms.hhs.gov)'; Bassano, Amy (CMS/CMMI); Destro, Brenda
(HHS/ASPE); De'lew, Nancy (HHS/ASPE);Charrow , Robert (HHS/OGC); Cleary, Kelly
(HHS/OGC) (Kelly.Cleary@hhs.gov) ; Agnew , Ann (HHS/10S); Stahlman , Mary-Ellen
(0S/ASPE); Page, Ann (0S/ASPE); Guram, Jeet (CMS/QA); Shah, Anand (CMS/CMMI);
Selenich, Sarah (0S/ASPE)
CMS Administrator

Subject:

0ill:J

Optional Attendees:

I.''II "•J1:
1::1,11
i,11,""H
:k' '

Topic:

I:"1: i'·J• :
I };,o 1~''1/'"
1J
J11,11
,:: Ii~! ...

1:0 11,'J•:11,1 t• 1r 11,fo ,
l~./111
,111,,
-,,II, ai

,•

:··1,, J1r 11,.•,·~·

1;:1
• r•, fol

,

:1J

y, 1ir i11J1,•7·

1,,Ju,
~ ... 1;:·.
• i:-•,M

1

1:t1r.·1L
••

Physician-focused Payment Model Technical Advisory Committee (PTAC) Briefing

Objective:

Provide a background

briefing on the PTAC and seek approva

I of Secretary's responses to PTAC

recommendations
Lead 105 Counselor :
AMA's Role:

John O'Brien

Provide feedback and make decision regarding Secretary's

Request POC (Name, Cell and email) :
Is Conference

Call Line needed?

Will there be Briefing Materials

~ If yes,

Aaron Fischbach,

l(b...._
.._
)(,_6 .._
) __

responses to PTAC recommendations

___,
I aaron.

fischbach@hhs

.gov

Not at this time
provided?

Yes

who will send them to Kristina Pelekoudas

(Name)?

Aaron Fischbach

HHS Staff Attendees

AM HICAN

PVERSIGHT

9

EXT-18-1509-E-000229

 Eric Hargan, John O'Brien, Brenda Destro, Nancy Delew , Mary-Ellen Stahlman, Ann Page, Sarah Selenich ,
Seema Verma, Amy Bassano, Demetrios Kouzoukas, Jeet Guram, Anand Shah, Bob Charrow, Kelly Cleary, Ann
Agnew

/\Mlf ll Al\

pVERSIGHT

10

EXT-18-1509-E-000230

 DEPART ME NT OF HEALT H & HUMAN SERVl CES

Office of the Secretary

The Assistant Secretary for
Planhing and Evaluation
Washington, D.C. 20201

DATE:

April 6, 2018

TO:

Alex M. Azar II, Secretary

THROUGH: Ann C. Agnew, Executive Secretary
FROM:

Bre11da Destro , Deputy Assistant Secretary for Planning and Evaluation

SUBJECT:

Secretarial Response to Comments and Recommendations from the PhysicianFocused Payment Model Technical Advisory Committee (PTAC) - DECISION

lSSUE
One of your responsibilities as Secretary is to respond in writing to the recomme11dations and
comments sent to you by the Phy sic ian-Fo cused Payment Model Technical Advisory Committee
(PTAC). This memo requests your signature on Secretarial responses to two sets of PTAC
comments and recommendatons. The responses will be po" ted on the CMS website , cons istent
with tah,te.

BACKGROUND
Congress created PT AC in the Medicare Access and CHIP Reauthorization Act of 2015
(MACRA) to provide you with expert advice on models that could be implemented by CMS
through the Innovat ion Center. PTAC's role is to review physician-focused payment models
submitted by the public and submit comments and make recommendation s to you regarding
whether such models meet criteria established by the Secretary including cost, quality , payment
methodology , and value over volume . MACRA further requires that you review the
recommendations and post a 'detajled response' to then1 on the CMS website.
Attached for your signature are proposed responses to PTAC's comments and recommendations
on two proposals. PTAC deliberated and voted on these two proposals at its September 7-8,
2017, public meeting. Although statute does not specify any deadline for your respon e staff
recommends that you respond and HHS publish vour responses prior to PTAC's June 14-15,
2018, public meeting in the Great Hall.
Summaries of the proposals PTAC's comments and recommendations , and your proposed
responses are below.

Oncology BundledP"yment Program Using CNA-Guided Care submitted by
kb)(4)

j(b)(4)

I

Prnposal Summary

AMI HICAN

PVERSIGHT

EXT-18-1509-E-000231

 ,;b )(4-)

PTAC 's Comments and Recommendation
b){S)

Proposed Secretarial Response
(b)(5)

AMEHICAN

PVERSIGHT

2

EXT-18-1509-E-000232

 HaH-Plu

(Hospital at Home Plus) Provider-Focu

Kb)(4)

I

ed Pav111e11t
Model

ubmitted bv

Pronosal Summarv
b)(S)

PTAC,s Comments and Recommendation
(b)(S}

Proposed Secretarial Response
(b){5)

AMEHICAN

PVERSIGHT

3

EXT-18-1509-E-000233

 b)(S)

REC OMMENDATI ON

r recommend

that you approve and sign the attached Secretarial responses .

Brenda Destro
Deputy As sistant Secretary for Planning and Evalua tion

DECISION 1:
Propo ed Secretarial Response and Supplemental Info 1mat ion on Hall-P lus (Hospital at Hom e
I
Plus) Provid er-Fo cused Pavment Model submit ted bv ltb)f4\
~b)(4)

I

Approved ____

.

.

_ Disapproved _____

Need More Information ____

_

DECISION 2:
Proposed Secretarial Response and Supplemental fnf01mat ion on Oncology Bund led Pay ment
Program U<;ingCNA-Guid ed Care, submitted by l(b)(4)
I
Approved _____

Disapproved _____

Need Mo re Information ____

Alex M. Aza r II, Secretary

_

D ate

A ttac1Jments:
A Proposed Secretarial Response and Supp lementa l Information on HaH- Plus (Hospital at
l(b)(4)
Home Plus Pro vider-Fo cused Paym ent Model submJtted by .__
b)(4)
________
_,
B. Proposed Secretarial Response and Supp leme ntal Irtfonnation on Oncology Bundl ed
Pay ment Program Using CNA-Guid ed Care, submitted by l(b)(4)
l(b)(4)

AMERICAN

PVERSIGHT

I

~--------~

4

EXT-18-1509-E-000234

 DEPARTMENT OF HEALTH & HUMAN SERVlCES

Office of the Secretary

The Assistant Secretary for
Planhing and Evaluation
Washington , D.C. 20201

DATE:

April 6, 2018

TO:

Alex M. Aza:t TI, Secre tary

THROUGH: . Ann C. Agnew , Executive Secretary

FROM:

Brenda Destro , Deputy Assistant Secretary for Planning and Evaluation

SUBJECT:

Physician-Focu sedPayment Model Technical Advisory Committee (PTAC) BACKGROUND

OVERVIEW
One of your responsibilities as Secretary is to respond in w1iting to th recommendations and
comments sent to you by the Physician -Focused Payment Model Technical Advisory Committee
(PTAC). This memo provides background on PTAC and it work to date and update s you on the
status of responses awaiting your signature. Meeting with PTAC over the coming months is a
good opportunity for you to highlight your delivery system reform initiatives to a phys:icianfocused audience. We have had high attendance at PTAC meetings from many of the physician
and other stakeholder a sociations in Washington.

CHARGE AND MEMBERSHIP
Congress created PTAC in the Medicare Access and CHIP Reauthorization Act of 2015
(MACRAJ to provide you with exper t advice on models that cmtld be implem ented by CMS
through the Innovation Center. PTAC s role is to review physician-focused payment models
st1bmitted by the public and submit comment and recommendat ion s to you regarding whether
such models meet criteria established by the Secretruy including cost quality, payment
methodology , and value over volume (see Attachment A for full list) . MACRA further requires
that you rev iew the comments and recommendations and post a ·detailed response" to them on
the CMS website. It also mandates that ASPE staff the Committee and provides up to 5 million
annually for staff and contractor support.
The Committee ' s charge was recently augmented by the Bipartisan Budget Act of 2018 (P.L.
115-123). PTAC can now dialogue more freely with submitters providing "initial feedback' on
the proposed models before voting on whether or not to recommend them to you.
GAO appoints PTAC's 11 members, most of whom are physicians; its Chair and Vice Chair are
selected by HHS ( ee membership in Attachment B). The Committee was chartered by the
Secretary on January 51 2016. PTAC is subject to the Federa l Advisory Committee Act (FACA ,
so deliberative meetings are public and there is a high degree of transparency in PTAC' s work.

AMI HICAN

PVERSIGHT

EXT-18-1509-E-000235

 WORK TO DATE
Si.nee December 1, 2016, PT AC has received. 24 proposa ls and aa adclitional 13 letters of intent
to submi t a proposal. The proposals and letters of intent come from a wide variety of submi tter
types, inducting large physician gtoqps, assoc iatiot1s, indiv idual physicians and small practices,
and academ ic medical cente rs: propose various -payment mode l types, including a care
management fee bundled payments, epi sode -based payment and capi tation· and are focused on
over a dozen differen t medica'I specia'lties.
PTAC meet quarterly in public to delibetate and vote on whether or not to recommend model
proposals to you. PTAC sent comments and recommenda tion s to the Secretary-from a number of
meetings in 201 7 and 2018. The status of PTAC recommendations and Secretarial responses
follows:
• Secretary Price responded to the April 20 17 meet ing recommendations in September
(models #1 -3 be low) .
• PTAC tec01mnendations from the September meeting are ready for your review and
signature in a separate signatme package (mode ls #4-5 below) .
• PTAC reco rmne ndations from the De cembe r meeting are in devefopment with ASPE and
CMS and will come to yo u for rev iew and signa ture soon (mode ls# 6-11 below).
• PT AC will send its recommendations from the March 2018 meeting to you later this
spr ing (mode ls # 12-15 below).

Status of PTAC Voting and Secretarial Response
Model #/Proposal Submitter

(b){4)

PT AC Voting Outcome

Report Sent to Secretary's
Secretary
Response
/3 J /] j
!Recommendfor limited-scale testing
9/7117

Po not recommend

5131117

IRecomlTlendfor limited-scale testing
[Recommendfor implementatio □

5/31/17

'9/7/17

10/20/ 17

IReconttnendfor fimited-scal testing

L0/20/ 17

Ready for
signature
Ready for
signature

!Recommendfor i:m:plementat
,ion
Po not recommend

2/28/l 8
2/28/18

Not appUcable
!Not app Iicable
[Recommend for l'imited-scale testing
bo not recommend

2/28/ 18
2/28/18
2/28/ LS

TBD

2/28/J 8

TBD

1

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PVERSIGHT

9/7/ L7

TBD
'TBD

TBD

TBD

!Recommendfor ·limited-scale testing Forthcoming

'l' BD

1Recomn1endfor "¥irnlted-soafo
testing F orthco01ingIReconuncndfor implementation.
Forthcoming_
!Recommendfor itnplemenladen
Forthcoming-

TBD

2

TBD
TBD

EXT-18-1509-E-000236

 CMS is not yet testing any models as a result of PTAC's recommendations. However , CMS has
reached out to severa l submitters to learn more about various features of their proposa ls to
inform CMS' work in designing models. Most recently, CMS reached out to two submitters of
palliative care proposals that were deliberated on at the March 2018 PTAC meeting to inform
CMS' work on a Medicare serious illness model.

MEETING WITH PTAC
PTAC will hold its next public meeting on June 14 and 15, 2018, in the Great Hall of the
Humphrey Building. The meeting is live-streamed on the HHS website. PTAC can provide
important ideas and recommendations from the field as you implement delivery system reform ,
so this is a good opportunity to speak publicly about HHS ' plans for delivery system reform .
You could address where PTAC' s work fits into your vision and how PTAC recommendations
can be most helpful to you in advancing payment models that you would be interested in
implementing. PTAC is also interested in connecting with you personally in a private meeting .

Brenda Destro
Deputy Assistant Secretary for Planning and Evaluation

Attachments
A Secretary's Criteria for Physician-Focused Payment Models
B. PTAC Members and Terms

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EXT-18-1509-E-000237

 Attachment A
MACRA required the Secretary to develop criteria for PTAC to use in evaluating models.

Secretary's Criteria for PFPMs Promuh!ated at 42 CFR ~414.1465
1. Scope. Aim to either directly address an issue in payment policy that broadens and

expands the CMS APM portfolio or include APM Entities whose opportunities to
participate in APMs have been limited.

2. Quality and Cost. Are anticipated to improve health care quality at no additional cost,
maintain health care quality while decreasing cost or both improve health care quality
and decrease cost.
3. Payment Methodology. Pay APM Entities with a payment methodology designed to
achieve the goals of the PFPM criteria. Addresses in detail through this methodology
how Medicare and other payers, if applicable, pay APM Entities, how the payment
methodology differs from cwTent payment methodologies , and why the PFPM cam1ot
be tested under current payment methodologies .
4. Value over Volume. Provide incentives to practitioners to deliver high-quality health
care.
5. Flexibility. Provide the flexibility needed for practitioners to deliver high-quality
health care.
6. Ability to be Evaluated. Have evaluable goals for quality of care, cost, and any other
goals of the PFPM.
7. Integration and Care Coordination. Encomage greater integration and care
coordination among practitioners and across settings where multiple practitioners or
settings are relevant to delivering care to the population treated under the PFPM.
8. Patient Choice. Encourage greater attention to the health of the population served
while also supporting the unique needs and preferences of indjvidual patients.
9. Patient Safety. Aim to maintain or improve standards of patient safety.
10. Health Information Technology. Encomage use of health information technology to
inform care.

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4

EXT-18-1509-E-000238

 Attachment B
PTAC Member and Terms
Jeffrey Bailet, MD , Chair
San Francisco CA

ElizabethMitchell,
Portland, M B

Vice Chair

Term Expires October 2018
Jeffrey Bailet , MD
Blue Shield of California
San FTancisco, CA

Elizabetl1 Mitchell
Network/or Reg ional Healthc are
Improvem ent

Portland, ME
Robert Berenson , MD , FACP
Urban Institu te
Wash ington, DC

Term Expires October

Kavita Pat I,. MD, MSHS
Brooking s Institution
Washington , DC

Ol 9

Paul N. Casale, MD, MPH
New York Quali ty Care, and
New York-Presbyterian, Columb ia
University College o_fPhysi cians and
Surgeons, Weill Cornell Medi cine
New York , NY

Tim Fen is, MD , MPH
Massachusetts Ge11eraiPhys icians
Organi zat ion
Boston , MA
Bruce Steinwa ld, MBA
Independent Consultant
Washington , DC

Tenn Expires October 2020
Rhonda M. Medows , MD
Pro vidence Health & Services
Renton , WA

Len M . Nichols, PhD

George Mason University
Arlington, VA
Grace Terrell, MD, MMM

Harold D. Miller
Center/or Health Care Quali ty
and Paymen t Re.form

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PVERSIGHT

E11visio,1Genomics
Huntsville , AL

5

EXT-18-1509-E-000239

 Physician-FocusedPayment Model
TechnicalAdvisoryCommittee
{PTAC)

April 9, 2018

;:·
fJt(:.
,.i.,;nw,,

x..,..

'"

"I

U.S. DEPARTMENTOF HEALTHAND HUMAN SERVICES

t

Office of the Assistant Secretary for Planning and Evaluation

'="1;;1-(~

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VERSIGHT

·r

Jt,..,,10

1

~

EXT-18-1509-E-000240

 Processfor PTACProposalReview
and Secretarial Response

Proposal
Submitter

PTAC Full
Committee

• Meet quarter ly to
deliberate and vote

• Questions and
initia l feedback to
submitter

• Recommendat ion
and comments to
Secretary

• Data and other
analyses conducted

Secretary

• ASPEand CMS
draft Secretary's
public response

Public

• Detailed public
response posted on
CMS and ASPE
webs ites

• Report t o Secretary
posted on ASPE
website

• Preliminary report
posted on ASPE
website prio r to
public meeting

The MACRA statute requires that ASPE provides technical and operationa l support to PTAC .

/• Jtf:..
f~ y'"'

.._ ..

~

I

· •

U.S. D EPARTMENTOF HEALTHANO H UMANSERVICES
011,ceof lhe A>,mantsecrerarv far PlaMtng•nd £valua11on

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2

~

EXT-18-1509-E-000241

 PTAC'sRecommendationsand Secretary'sResponses,
by PTACPublicMeeting Date
April 2017

September 2017

December 2017

March 2018

PTACRecommendation

PTACRecommendation

PTACRecommendation

PTACRecommendation.

(t ransmi tt ed May 31,. 2017)

(transm itted October 20, 2017)

(t ransmi tt ed Februaty 28, 2018 )

• 2 proposals

• 1 proposal ,

recommended for
limited-sca 'le testing
• 1 proposal not
recommended

recommended for
implementation
• 1 proposal
recommended for
limited-scale testing
Note: 1 proposal withdrawn
for revision

• 1 proposal
recommended for
implementation
• 1 proposal
recommended for
limited-scale testing
• 2 proposals not
recommended
• 2 proposals deemed not
appl'icable

(to be transm nt ecl appro)(imately
May l , 2018)

Note: 1 proposal w ithdrawn
for revision

• 2 proposals
rec9mmencled for
implementation
• 2 proposals
recommended for
limited-scale testing

Upcoming Meetings

PTACRecommendation
June 2018:
• 4 proposals scheduled for
deliberation
September 2018:
•· 3 proposals scheduled for

deliberation

Note: 1 proposal withdrawn

Secretary's Response

Secretary'sProposed
Response
• For 2 recommended
• For proposal
models:
recommenaed for
i mplementation : ,HHS
- One proposal not
implemented; CMSmet
interested in concept;
with submitter to learn
CMS outreach with
more about proposal
•questions that could
features
inform future models
- Second proposa I
• eroposal recommended
concept is admirable
for limited~scale testing
but significant issues
wi II not be tested; CMS
prevent CMS fr<i>m
currently testing a
implementing
proposal with sim ilar
• Agreed with P.TACon
goals/population
proposal not
recommended
(September 9, 20rn

Secretary'sResponse
• ASPEand CMS drafting
respon,ses; ready for
signature by early May

_~f-.
#.

Secretary~sResponse
• ASPEand CMS will
finaliiZe draft responses
once PTACofficially
transmits the Reports to
the Secretary

U.S. DEPARTr,IE
Nl OFHEALTH
ANOH\JMANSERVICES.
<Jll1te I lMAll!SI nt~<>•W1Vl0<ri..r.,.,,~ .md[v ~...H~fl

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VERSIGHT

Secretary's Response
• TBD

3
EXT-18-1509-E-000242

 Moving Forward
•

•

Linking PTAC's Output to Your Vision for Delivery System Reform
o

PTACis a source of ideas and recommendations from the field - some of these ideas
may support your vision for delivery system reform

o

PTACproposals may send signals about barriers to innovation in the current FFS
payment system - some solutions may be outside model implementation

o

PTACrecommendations regarding Hmited-scale testing of models

o

Meeting with PTACduring June 14-15 public meeting

Developing Your Public Responses
o

Plan to respond to outstanding PTACrecommendations prior to June 14-15 PTACpublic
meeting

o

Internal process for developing Secretarial responses that reflect your preferences and
are consistent with your vision

j

-{f-.
~

U .S. 0 EPARTr,IE
N1 OF HEALTHANO HIJMAN SERVICE!>
<lll1t I ~,~A l >ISInt~CJ•W•V la< r~,l•\Hl~ -md[v ~kHIYfl

4

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EXT-18-1509-E-000243

 Page 272

Withheld pursuantto exe rnplton

(b)(4)' (bJ(5)
of ~e Freedom of ln-ormauan Act

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EXT-18-1509-E-000244

 Appendix: Supplemental Information
The following is additiona l infonnation related to the Secretary' response to PT AC comment and
recommendation on the Oncoloev Bttndled Pavrnenl Pro ram Using CNA-Guided Care proposal
submitted by (b)(4)
HHS agrees with PTAC that this proposed PFPM has merit. Particularly, HHS recognizes the
importance of utilizing clinical data to inform payment for oncology care. HHS shares PTAC s
general concerns regarding the limited scope of the model patient choice the uncertainty regarding
how quality measure performance would affect payment and the proprietary nature of l(b}{4)
Kb)(4)
IAddi.tiona1 deta il regarding HHS ' concerns with this proposal is outlined -b_e_lo_w
_ __ _
•

Scope

•

Payment Methodology

(b){5)

In the proposed model , paymenr would be based on a prospect ive payment to HMH to cover a
period of 12 post-diagnosis months of treatment for patient. with cancer. HHS agrees tbat
comprehensive bundles with prospectively set prices could provide a strong financial incentive to
1

bttps://innovation.ems.gov/F'iles/x/ocm -vendorpledge.pdf

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PVERSIGHT

EXT-18-1509-E-000245

 Page 274
Withheld pursuantto exemption

(b)(4)' (ll)(5)
of

meFreedom orlnformauon Act

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PVERSIGHT

EXT-18-1509-E-000246

 Page 275
Withheld pursuantto exemption

(b)(5)
of mt1
Freedom of lnformauan Act

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EXT-18-1509-E-000247

 Appendi. : , upplementa l In

·mation

The-foHowing is adrutional inform ation related to the Secretary's response to PTAC's comments
and recommendation on the "Hali-Pitts " (Hospital at Hom e Plus) Pto vider-Focus e 1 Pay ment
Model proposal submitted by the Kb}(4)

I

CMS has experjence with projec ts that .involve furnishing care at home that l1ave some simi lar
elements to this proposed model. While payments are clearly linked to quality metrics in the
proposal , there are gaps regard ing the payment methodology, patient safety , and patient
enrollment. Specifically:
•

Payment Methodology

(b)(5}

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EXT-18-1509-E-000248