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Meeting Information

Project Title: Functional Assessment for Adults with Disabilities

PIN: HMD-HCS-17-03         

Major Unit:
Health and Medicine Division

Sub Unit:
Board on Health Care Services

Spicer, Carol

Subject/Focus Area:
Behavioral and Social Sciences; Health and Medicine

Functional Assessment for Adults with Disabilities
December 7, 2017 - December 8, 2017
Keck Center
500 5th Street, NW
Washington D.C. 20001

If you would like to attend the sessions of this meeting that are open
to the public or need more information please contact:

Contact Name: Tom Cartaxo
Phone: (202) 334-2186


10:15 a.m. - Welcome and Introductions

Paul Volberding, Committee Chair
TBD, Social Security Administration (SSA)

10:30 a.m. - Social Security Administration Presentations Relevant to the Committee’s Task

Background and basis for the task order

Adult sequential evaluation process and functional assessment
Mary Beth Rochowiak, Policy Analyst, Office of Vocational Policy, SSA
Megan Butson, Policy Analyst, Office of Vocational Policy, SSA
Joanna Firmin, Supervisor, Office of Medical Policy, SSA

11:15 a.m. - Discussion of Tasks #1 and #3 from the Statement of Task

Committee Members and SSA Staff

12:15 p.m. - Break for Lunch

 1:00 p.m. - Social Security Administration Presentations Relevant to the Committee’s Task

O*NET and Job Zone 1 Occupations
SSA’s Occupational Information System Project and the Bureau of Labor Statistics’ Occupational Requirements Survey
Deborah Harkin, SSA

 1:45 p.m. - Discussion of Task #2 from the Statement of Task

Committee Members and SSA Staff

 2:25 p.m. - Summary and Closing Remarks

Paul Volberding, Committee Chair

 2:30 p.m. - Adjourn

Closed Session Summary Posted After the Meeting

The following committee members were present at the closed sessions of the meeting:
Paul A. Volberding (Chair)
Maria P. Aranda
Jack T. Dennerlein
Lisa Dixon
Allen W. Heinemann
Andrew J. Houtenville
Kurt L. Johnson
Barbara L. Kornblau
Philip Jordan Marion
Susan McGurk
Judith G. McKenzie
Juan I. Sanchez
Lynne Warner Stevenson
Robert B. Wallace

The following topics were discussed in the closed sessions:
Conflict of interest and bias discussion (per National Academies of Sciences, Engineering, and Medicine procedures)
Statement of task and committee composition
Identification of research and information needs of the committee
Scheduling, timeline, and planning of the committee work
Preliminary planning of the next committee meeting, including suggested topics and speakers
Administrative items

The following materials (written documents) were made available to the committee in the closed sessions:
1. Preliminary literature review search strategy (staff-generated document).
2. Information on previous relevant work by National Academies (internal document)
3. Letter from Kevin Liebkemann, Legal Services of New Jersey, and Kate Lang, Justice in Aging, December 5, 2017 (public access file)
4. Presentation materials by Kevin Liebkemann, National Disability Forum: Developing and assessing medical evidence for extreme limitations in the ability to focus on tasks, March 30, 2016 (

Date of posting of Closed Session Summary: December 13, 2017