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Project Information

Project Information


Functional Assessment for Adults with Disabilities


Project Scope:

An ad hoc committee will:

  1. Identify and describe ways to collect information about an individual’s physical and mental (cognitive and noncognitive) functional abilities relevant to work requirements as defined by the Bureau of Labor Statistics’ Occupational Requirements Survey (ORS), such as sitting/standing/walking, lifting/carrying, vision, communication, decision making, and adaptability;
  2. Discuss the types of information that support findings of limitations in functional abilities relevant to work requirements as defined by the Department of Labor for the Occupational Information System (OIS);
  3. Provide findings and conclusions regarding the collection of information and assessment of functional abilities relevant to work requirements.

As a guide for literature review, information and data gathering, public sessions, discussions, deliberations, and report development, including findings and conclusions, the committee shall consider the following specific topics:

1. Identify and describe ways to collect information about an individual’s physical and mental (cognitive and noncognitive) functional abilities relevant to work requirements as defined by the Bureau of Labor Statistics’ Occupational Requirements Survey (ORS), such as sitting/standing/walking, lifting/carrying, vision, communication, decision making, and adaptability.

• Provide an overview of the functional assessment processes in at least three similar benefit programs that assess disability or vocational capabilities (national and state government programs, private sector programs, and foreign programs as applicable);
• Provide examples of forms, tools, guides, examinations, and other resources used by benefit programs that assess functional aspects of disability and vocational capabilities.
• Identify activities of daily living that correlate with the physical and mental (cognitive and noncognitive) demands of work.
• Provide examples of how to collect information on activities of daily living that correlate with the physical and mental (cognitive and noncognitive) demands of work.

2. Discuss the types of information that support findings of limitations in functional abilities relevant to work requirements as defined by the Department of Labor for the Occupational Information System (OIS).

• Describe the laboratory findings, signs, or symptoms of impairments that support findings of limitations in functional abilities relevant to work requirements;
• Explain what information, including that which pertains to level of severity and duration, may be found in medical or other evidence to support a finding that a person is unable to sustain physical and mental work activities on an ongoing and independent basis in the context of functional limitations;
• Identify any quantifiable limitations that may preclude certain levels of work (including sedentary) and give examples of the evidence to demonstrate such limitations.

3. Provide findings and conclusions regarding the collection of information and assessment of functional abilities relevant to work requirements.

• Explain how limitations in functional abilities relevant to work requirements are more or less associated with particular mental or physical impairments;
• Identify particular medical specialties and allied health fields that are likely to have the training and expertise to perform functional assessments related to work requirements;
• Identify tools that signify a functional assessment was performed, and how likely those reports are to be valid representations of a claimant’s functional limitations;
• In the context of disability assessment, describe the spectrum of changes to functional abilities relevant to work requirements related to the progression of common disease processes in example impairments. These could include, but are not limited to back disorders, cardiac impairments, or depression.
     o Identify where along the spectrum an individual’s ability to perform functions relevant to work requirements is affected;
     o Describe whether SSA could expect improvement, no improvement, or progressive worsening in the example impairments;
     o Describe when significant changes in functional abilities relevant to work requirements may occur through the aging process for these examples, such as for adults with common age-related physical and mental impairments;
     o Describe the efficacy of medications and other treatments on an individual’s ability to perform functional abilities relevant to work requirements for these examples, and whether that treatment causes its own subset of medical and/or psychological problems that negatively affect an individual’s functioning and how SSA could request an appropriate assessment of functional changes;
     o Describe how the examples are similar to or different from other impairments.
• Discuss the advantages and disadvantages of generic functional assessment questionnaires that address a broad range of impairments and functional abilities relevant to work requirements, and targeted impairment-specific questionnaires, along with considerations in their use;
• Describe the best ways to determine the accuracy and validity of self-reported functional abilities, for example asking for input over the course of the claimant’s interactions with SSA and comparing for consistency.

Status: Current

PIN: HMD-HCS-17-03

Project Duration (months): 24 month(s)

RSO: Spicer, Carol

Board(s)/Committee(s):

Board on Health Care Services

Topic(s):

Behavioral and Social Sciences
Health and Medicine



Geographic Focus:

Committee Membership

Committee Post Date: 10/10/2017

Paul A. Volberding - (Chair)
Paul A. Volberding, M.D., (Chair), is Professor of Medicine at the University of California, San Francisco (UCSF); Director of the AIDS Research Institute; and Co-Director of the UCSF-GIVI Center for AIDS Research. He received his undergraduate and medical degrees at the University of Chicago and the University of Minnesota, respectively. He completed his fellowship in Medical Oncology at UCSF. For 20 years, Dr. Volberding’s professional activities centered at San Francisco General Hospital, where he established a model program of AIDS care, research, and professional education. His research career began with investigations of HIV-related malignancies but shifted to clinical trials of antiretroviral drugs. He helped lead early studies in asymptomatic infection that led to the concept of HIV disease as the target of treatment. He more recently served as the Chief of Medicine at the San Francisco VA Medical Center. Dr. Volberding has written many research and review articles. He is the co-editor- in-chief of the Journal of Acquired Immune Deficiency Syndrome (JAIDS). He has written several textbooks including Sande’s HIV/AIDS Medicine and the companion text, Global Care, specifically for use in resource limited settings. He is the founder and chair of the board of the International Antiviral Society-USA. He was the president of the HIV Medical Association of the Infectious Diseases Society of America. He was elected a member of the Institute of Medicine, now the National Academy of Medicine, in 1999. Dr. Volberding currently serves on the National Academies of Sciences, Engineering, and Medicine Committee of Medical Experts to Assist Social Security on Disability Issues and previously chaired the Committee on Social Security HIV Disability Criteria. In 2014 he was elected as a Master of the American College of Physicians.
Maria P. Aranda
María P. Aranda, Ph.D., M.S.W., M.P.A., LCSW, is Associate Professor at the University of Southern California (USC) Suzanne Dworak-Peck School of Social Work, with a joint appointment at the USC Leonard Davis School of Gerontology. Her research addresses the psychosocial care of adult and late-life psychiatric disorders and comorbid medical conditions. She specializes in the role of ethnic and racial diversity in health care and community-based services, and sociocultural adaptations to evidence-based interventions for people with disabilities. Dr. Aranda has served on several National Academy of Sciences Engineering and Medicine committees, including the Committee to Evaluate the Social Security Administration’s Capability Determination Process for Adult Beneficiaries. She received an M.S.W. from the University of Southern California’s School of Social Work, an M.P.A. from USC’s School of Public Administration, and a Ph.D. from USC’s School of Social Work.
Jack Dennerlein
Jack T. Dennerlein, Ph.D., is Professor of Movement and Rehabilitation Sciences at Northeastern University’s Bouvé College of Health Sciences and Professor of Ergonomics and Safety at the Harvard T.H. Chan School of Public Health; Associate Director of their Center for Work, Health, and Well-being, and Director of their Occupational Biomechanics and Ergonomics Laboratories. Dr. Dennerlein’s research aims to prevent work-related injuries and musculoskeletal disorders through multiple research approaches that examine how the design of the environment, both built and organizational, affects worker health outcomes. This research is based on a systems approach articulated through the goal of modern ergonomics, which is to optimize system performance and human well-being. His research study designs are both observational/descriptive and experimental. He received a B.S. in mechanical engineering from the State University of New York at Buffalo, an M.S. in mechanical engineering from the Massachusetts Institute of Technology, and a Ph.D. from the University of California, Berkeley.
Lisa Dixon
Lisa Dixon, M.D., M.P.H., is Professor of Psychiatry at the Columbia University Medical Center and the director of the Division of Behavioral Health Services and Policy Research within the Department of Psychiatry. She also directs the Center for Practice Innovations (CPI) at the New York State Psychiatric Institute. Dr. Dixon is an internationally recognized health services researcher with more than 25 years of continuous funding from the National Institute of Mental Health and the VA. As CPI director, she oversees activities for the New York State Office of Mental Health in implementing evidenced based practices for persons diagnosed with serious mental illness. She is leading the innovative program, OnTrackNY, a statewide initiative designed to improve outcomes and reduce disability for the population of individuals experiencing their first episode of psychosis. Dr. Dixon’s grants have focused on improving the quality of care for individuals with serious mental disorders with a particular emphasis on services that include families, reducing the negative impact of co-occurring addictions and medical problems, and improving treatment engagement and adherence. Dr. Dixon’s work has joined individuals engaged in self-help, outpatient psychiatric care, as well as clinicians and policy makers in collaborative research endeavors. She received a B.A. in economics from Harvard College, an M.D. from Cornell University Medical College, and an M.P.H. from Johns Hopkins University School of Hygiene and Public Health.
Allen W. Heinemann
Allen W. Heinemann, Ph.D., is Director of the Center for Rehabilitation Outcomes Research at the Shirley Ryan AbilityLab and Professor of Physical Medicine and Rehabilitation at Northwestern University’s Feinberg School of Medicine. His research interests focus on health services research, psychosocial aspects of rehabilitation including substance abuse, and measurement issues in rehabilitation. He is the author of more than 300 articles in peer-reviewed publications and is the editor of Substance Abuse and Physical Disability published by Haworth Press. Dr. Heinemann is a diplomate in Rehabilitation Psychology (ABPP), and a fellow of the American Congress of Rehabilitation Medicine (ACRM) and the American Psychological Association (APA Division 22). During 2004-2005, he served as president of ACRM and the Rehabilitation Psychology division of the American Psychological Association. He serves as co-editor-in-chief for the Archives of Physical Medicine and Rehabilitation, and on the editorial boards of several journals including the Journal of Head Trauma Rehabilitation and Rehabilitation Psychology. He is the recipient of the APA Division 22 Roger Barker Distinguished Career Award. He serves on the National Academies of Sciences, Engineering, and Medicine Committee of Medical Experts to Assist Social Security on Disability Issues and previously served on the Committee on Improving the Disability Decision Process: SSA’s Listing of Impairments and Agency Access to Medical Expertise. He received a Ph.D. in psychology from the University of Kansas.
Andrew Houtenville
Andrew J. Houtenville, Ph.D., is Associate Professor of Economics and Research Director at the Institute on Disability at the University of New Hampshire. His research focuses on the design of survey questions to identify people with disabilities; analysis of time-trends and geographic dispersion in disability and the employment of people with disabilities; and identification of economic, social, programmatic, and workplace barriers and facilitators to the participation of people with disabilities in the labor market. He is currently the principal investigator of the Rehabilitation Research and Training Center (RRTC) on Disability Statistics and Demographics and the RRTC on Employment Policy and Measurement, both funded by the National Institute on Disability, Independent Living, and Rehabilitation Research (NIDILRR). He received a M.A. and a Ph.D. in economics from the University of New Hampshire.
Kurt L. Johnson
Kurt L. Johnson, Ph.D., CRC, is a professor in the Department of Rehabilitation Medicine and head of the Division of Rehabilitation Counseling and director of the University of Washington Center for Technology and Disability Studies. His research interests are focused on maximizing participation for people with disabilities in community and employment. He focuses on implementation of civil rights, uses of technology and accommodations, and how to measure outcomes. He received an M.A. in rehabilitation and mental health counseling from the University of Washington and a Ph.D. in rehabilitation psychology from the University of Wisconsin–Madison.
Barbara Kornblau
Barbara L. Kornblau, J.D., OTR/L, is Executive Director of the Coalition for Disability Health Equity and on the faculty in the Division of Occupational Therapy in the School of Allied Health at Florida A&M University. She also serves as a consultant to the American Association on Health and Disability. Ms. Kornblau is past president of the American Occupational Therapy Association, a former Robert Wood Johnson Health Policy Fellow in the Offices of Senators Harkin and Rockefeller, an attorney, a Certified Case Manager, a Certified Disability Management Specialist, a Certified Pain Educator, and a person with a disability. She is recognized as an expert in disability policy, return to work issues, assistive technology, and reasonable accommodations under the Americans with Disabilities Act and the Rehabilitation Act. She received a J.D. from the University of Miami and her occupational therapy degree from the University of Wisconsin–Madison.
Philip J. Marion
Philip Jordan Marion, M.D., M.S., M.P.H., is a board-certified physical medicine and rehabilitation/pain management specialist. He is Clinical Professor of Medicine at the George Washington University School of Medicine & Health Sciences. Dr. Marion established the Rehabilitation Medicine Unit and is an attending physician at the George Washington University Hospital. Dr. Marion is also currently the Medical Director for the Polytrauma Amputation Network Site at the Washington DC VA Medical Center. His clinical interests include physical functional assessment, disability evaluation, and pain management. Dr. Marion completed his medical degree at the New York University School of Medicine. His clinical training was completed at Bellevue General Hospital and the Rusk Institute of Rehabilitation Medicine. While completing his residency training, Dr. Marion simultaneously obtained a master’s degree in Finance and Health Policy at the Wagner School of Public Service at New York University. Dr. Marion began his clinical practice at the National Rehabilitation Hospital and during that time completed the Master of Public Health degree program at The George Washington University. Also during this time, he established the Howard University Medical Student Program at the National Rehabilitation Hospital. Dr. Marion was selected as a Robert Wood Johnson Health Policy Fellow and worked on health care reform on Capitol Hill.
Susan McGurk
Susan McGurk, Ph.D., is Professor of Occupational Therapy, with a secondary appointment in the Departments of Psychology and Brain Sciences, and is a member of the Center of Psychiatric Rehabilitation at Boston University. Dr. McGurk has expertise in neuropsychology, serious mental illness, and cognitive and vocational rehabilitation, and directs a multi-faceted research program addressing methods and mechanisms in cognitive remediation, the role of cognitive impairments in employment, academic pursuits, and independent living in persons with serious psychiatric illness, and in other conditions affecting cognition and community functioning. Current research projects address the use of physical exercise to enhance cognitive remediation-related neuroplastic processes; tablet-based home practice of computerized cognitive exercises in people with schizophrenia seeking work; and a multi-site dismantling study of the specific components of a cognitive enhancement program, The Thinking Skills for Work Program, that are essential to helping people with psychiatric illness achieve their employment goals. Dr. McGurk received her Ph.D. from the University of California, Los Angeles.
Judith G. McKenzie
Judith G. McKenzie, M.D., M.P.H., is Professor, Division Chief, and Residency Program Director in the Division of Occupational and Environmental Medicine, Department of Emergency Medicine at the University of Pennsylvania’s Perelman School of Medicine. Dr. McKenzie’s clinical work centers on disability management, injury care, and environmental exposures. Her research focuses on outcomes in occupational and environmental medicine, especially in the areas of blood borne pathogen exposures, the cost of work-related disability, and graduate medical education. She serves on the National Academies of Sciences, Engineering, and Medicine Committee of Medical Experts to Assist Social Security on Disability Issues and the Committee on Health Care Utilization and Adults with Disabilities. She received a B.A. in biology from Princeton University, an M.D. from Yale University’s School of Medicine, and an M.P.H. from the Johns Hopkins University School of Hygiene and Public Health.
Juan I. Sanchez
Juan I. Sanchez, Ph.D., is Professor and Knight-Ridder Byron Harless Eminent Chair in the Department of Management and International Business, Florida International University. His areas of expertise are competency modeling and job analysis, performance management, human resource management;,and international human resources management. Dr. Sanchez has extensive experience in the development and validation of personnel selection systems, job and task analysis, the design of commercial tests and test batteries, the development of criterion-related validity studies, and the design of training evaluation systems. He served as a member of the Occupational Information Development Advisory Panel (OIDAP), a federal advisory committee to the Social Security Administration (SSA), which provided independent advice and recommendations to SSA on the creation of an occupational information system (OIS). Dr. Sanchez has authored numerous papers and articles on topics including the consensus of competency ratings, comparison of job analysis methodologies, and the evaluation of work analysis. His work has been cited more than 7,200 times according to Google Scholar. He is a Fellow of the American Psychological Association and The Society for Industrial and Organizational Psychology. His editorial positions include serving as Associate Editor, Journal of Occupational and Organizational Psychology; Consulting Editor of the Journal of Applied Psychology; Editorial Board Member of Personnel Psychology, the International Journal of Selection and Assessment, Group and Organization Management, and The Journal of International Business Studies. He has served on several National Academy of Sciences, Engineering, and Medicine committees, including the Panel to Review the Occupational Information Network (O*NET) and the Workshop on Assessment of 21st Century Skills. Dr. Sanchez received a Ph.D. in industrial/organizational psychology with a minor in management from the University of South Florida.
Paul Shattuck
Paul Shattuck, Ph.D., is Associate Professor at Drexel University’s A.J. Drexel Autism Institute and the Leader of the Institute’s Research Program Area on Life Course Outcomes. He has a secondary faculty appointment at Drexel’s Dornsife School of Public Health. Most of his current research is aimed at understanding services and related outcomes among youth with autism as they leave high school and transition to young adulthood. Dr. Shattuck’s work has been funded by the National Institute of Mental Health, the National Science Foundation, the Institute for Education Sciences, Autism Speaks, the Emch Foundation, and the Organization for Autism Research. His research publications have appeared in high-impact scientific journals including Pediatrics, Psychiatric Services, the Archives of Pediatrics and Adolescent Medicine, the American Journal of Public Health, and the Journal of the American Academy of Child and Adolescent Psychiatry. Prior to joining the A.J. Drexel Autism Institute, Dr. Shattuck served as a faculty member at the George Warren Brown School of Social Work at Washington University in St. Louis. Dr. Shattuck’s professional background includes nonprofit fundraising and program development. His education includes a Ph.D. in social welfare from the University of Wisconsin–Madison and postdoctoral training in epidemiology.
Lynne W. Stevenson
Lynne Warner Stevenson, M.D., is Professor of Medicine at Vanderbilt University Medical School and a senior physician and Director of Cardiomyopathy and Advanced Heart Failure Training at the Vanderbilt Heart and Vascular Center, after 24 years as Director of Heart Failure at Brigham and Women’s Hospital in Boston. Her research has helped to elucidate principles for therapy of patients with heart failure. Initially focusing on the relief of congestion in this population, her current research includes the impact of outpatient therapy guided by ambulatory cardiac pressures, progression and regression of right ventricular dysfunction, optimal distribution of the limited hearts for cardiac transplantation, use of patient-reported functional outcomes to alter therapy, triage for advanced therapies, and palliative care for end-stage heart disease. Dr. Stevenson has been on the writing committees for more than 30 national guidelines in heart failure, cardiac arrhythmia devices, cardiac transplantation, and patient decision making. She is a founding member of the Interagency Registry of Mechanically Assisted Circulatory Support and a member of the Medicare Evidence Development & Coverage Advisory Committee (MEDCAC). She has served on the U.S. Food and Drug Administration cardio-renal advisory panel and as an advisor for the Joint Commission on Accreditation of Healthcare Organizations (JCAHO), and previously as a member of the National Academies of Sciences, Engineering, and Medicine Committee on Social Security Cardiovascular Disability Criteria. She received her M.D. from Stanford University School of Medicine and is certified in internal medicine, with subcertifications in cardiovascular disease and advanced heart failure/transplantation.
Robert B. Wallace
Robert B. Wallace, M.D., is the Irene Ensminger Stecher Professor of Epidemiology and Internal Medicine at the University of Iowa’s College of Public Health. Dr. Wallace’s research interests are in clinical and population epidemiology and focus on the causes and prevention of disabling conditions among older people. He has had substantial experience in the conduct of both observational cohort studies of older people and clinical trials, including preventive interventions related to fracture, cancer, coronary disease, and women’s health. He received a B.S. in Medicine from Northwestern University, an M.D. from Northwestern University Medical School, and a M.Sc. in Epidemiology from the State University of New York at Buffalo. He is board certified in preventive medicine and a Fellow of the American College of Preventive Medicine.

Events



Location:

Keck Center
500 5th St NW, Washington, DC 20001
Event Type :  
Meeting

Registration for Online Attendance :   
NA

Registration for in Person Attendance :   
NA


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

Contact Name:  Tom Cartaxo
Contact Email:  tcartaxo@nas.edu
Contact Phone:  (202) 334-2186

Supporting File(s)
-
Is it a Closed Session Event?
Yes

Publication(s) resulting from the event:

-


Location:

Teleconference session
Event Type :  
-

Registration for Online Attendance :   
NA

Registration for in Person Attendance :   
NA


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

Contact Name:  Tom Cartaxo
Contact Email:  tcartaxo@nas.edu
Contact Phone:  (202) 334-2186

Agenda
1:00 p.m. Committee discussion with representatives from the National Association of Disability Examiners

2:00 p.m. Adjourn
Supporting File(s)
-
Is it a Closed Session Event?
No

Publication(s) resulting from the event:

-


Location:

National Academy of Sciences Building
2101 Constitution Ave NW, Washington, DC 20418
Event Type :  
-

Registration for Online Attendance :   
NA

Registration for in Person Attendance :   
NA


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

Contact Name:  Tom Cartaxo
Contact Email:  tcartaxo@nas.edu
Contact Phone:  (202) 334-2186

Agenda
9:00 a.m. Welcome and Introductions
Paul Volberding, M.D., Committee Chair

9:10 a.m. Functional Assessment of Depression and Anxiety Disorders Relevant to Work Requirements
Paul S. Appelbaum, M.D., Elizabeth Dollard Professor of Psychiatry, Medicine, and Law, Columbia University

10:00 a.m. Break

10:15 a.m. Veterans Benefits Administration
Robert (Mike) Carr, Deputy Director, Benefits Assistance Service, Veterans Benefits Administration
Jacqueline Imboden, Policy Lead Analyst, Compensation Service, Veterans Benefits Administration

11:15 a.m. Prudential Financial
John Kramschuster, Director, Vocational Services, Prudential Financial

12:15 p.m. Break for Lunch

1:15 p.m. Chesapeake Employers’ Insurance Company
Stephen N. Fisher, M.D., Ph.D., Director of Health Services, Chesapeake Employers’ Insurance Company
William I. Smulyan, M.D., FAAOS, Medical Director, Chesapeake Employers’ Insurance Company

2:15 p.m. Break

2:30 p.m. Sun Life Financial
Tracy Hamill, M.D., Assistant Vice President and Medical Director, Clinical Claims, Sun Life Financial

3:30 p.m. Closing Remarks
Paul Volberding, M.D., Committee Chair

3:35 p.m. Adjourn
Supporting File(s)
-
Is it a Closed Session Event?
Yes

Closed Session Summary Posted After the Event

The following committee members were present at the closed sessions of the event:

Paul A. Volberding (Chair)
Maria P. Aranda
Jack T. Dennerlein
Lisa Dixon
Allen W. Heinemann
Andrew J. Houtenville
Kurt L. Johnson
Philip Jordan Marion
Susan McGurk
Judith G. McKenzie
Paul Shattuck (Day 1)
Lynne Warner Stevenson
Robert B. Wallace

The following topics were discussed in the closed sessions:

Review of task objectives and statement of task
Identify any information gaps/needs
Draft report
Division of labor, interim deliverables, and schedule

Date of posting of Closed Session Summary:
April 24, 2018
Publication(s) resulting from the event:

-


Location:

Keck Center
500 5th St NW, Washington, DC 20001
Event Type :  
-

Registration for Online Attendance :   
NA

Registration for in Person Attendance :   
NA


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

Contact Name:  Tom Cartaxo
Contact Email:  tcartaxo@nas.edu
Contact Phone:  (202) 334-2186

Agenda
9:30 a.m. Welcome and Introductions
Paul Volberding, Committee Chair

9:40 a.m. Functional Assessment of Physical Abilities Relevant to Work Requirements
Susan J. Isernhagen, PT, Co-Director, DSI Limited LLC

10:25 a.m. Break

10:40 a.m. Functional Assessment of Noncognitive Mental Abilities Relevant to Work Requirements
Howard H. Goldman, M.D., Ph.D., Professor, Department of Psychiatry, University of Maryland School of Medicine

11:25 a.m. Functional Assessment of Cognitive Mental Abilities Relevant to Work Requirements
Philip D. Harvey, Ph.D., Professor of Psychiatry and Behavioral Sciences, University of Miami Miller School of Medicine

12:10 p.m. Discussion

12:30 p.m. Break for Lunch

1:15 p.m. Patient-Reported Outcomes Measurement Information System (PROMIS) and NIH Toolbox
Richard C. Gershon, Ph.D., Vice Chair for Research in Medical Social Sciences and Professor of Medical Social Sciences and Preventive Medicine-Health and Biomedical Informatics, Northwestern University Feinberg School of Medicine

2:30 p.m. Break

2:40 p.m. Work Disability-Functional Assessment Battery (WD-FAB)
Leighton Chan, M.D., MPH, Chief, Rehabilitation Medicine Department, NIH Clinical Center

3:40 p.m. Discussion with Stakeholder Representatives
Marty Ford, J.D., Senior Executive Officer, Public Policy, The Arc
Kate Lang, J.D., Senior Staff Attorney, Justice in Aging
Kevin Liebkemann, J.D., Chief Section Counsel at Legal Services of New Jersey
Barbara Silverstone, J.D., Executive Director, National Organization of Social Security Claimants’ Representatives (NOSSCR)

4:55 p.m. Closing Remarks
Paul Volberding, Committee Chair

5:00 p.m. Adjourn
Supporting File(s)
-
Is it a Closed Session Event?
Yes

Closed Session Summary Posted After the Event

The following committee members were present at the closed sessions of the event:

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
Judith G. McKenzie
Juan I. Sanchez
Robert B. Wallace

The following topics were discussed in the closed sessions:

Conflict and bias discussion
Review of task objectives
Discussion of potential research needs
Discussion of draft report outline
Planning for Meeting 3


The following materials (written documents) were made available to the committee in the closed sessions:

Social Security Administration form SSA-2506-BK (01-2017)

Date of posting of Closed Session Summary:
March 07, 2018
Publication(s) resulting from the event:

-


Location:

Keck Center
500 5th St NW, Washington, DC 20001
Event Type :  
-

Registration for Online Attendance :   
NA

Registration for in Person Attendance :   
NA


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

Contact Name:  Tom Cartaxo
Contact Email:  tcartaxo@nas.edu
Contact Phone:  (202) 334-2186

Agenda
10:15 a.m.—2:30 p.m.

10:15 a.m. Welcome and Introductions
Paul Volberding, Committee Chair
Gina Clemons, Associate Commissioner, Office of Disability Policy, SSA
Melissa Spencer, Deputy Associate Commissioner, Office of Disability Policy, SSA

10:30 a.m. Social Security Administration Presentations Relevant to the Committee’s Task
• Background and basis for the task order
Mary Beth Rochowiak, Policy Analyst, Office of Vocational Policy, SSA
• 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, Job Zone 1 Occupations, SSA’s Occupational Information System Project, and
the Bureau of Labor Statistics’ Occupational Requirements Survey
Deborah Harkin, Senior Policy Advisor, 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
Supporting File(s)
-
Is it a Closed Session Event?
Yes

Closed Session Summary Posted After the Event

The following committee members were present at the closed sessions of the event:

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 (https://www.ssa.gov/ndf/documents/Panelist%20-%20Kevin%20Liebkemann.pdf).

Date of posting of Closed Session Summary:
December 13, 2017
Publication(s) resulting from the event:

-

Publications

  • Publications having no URL can be seen at the Public Access Records Office
Publications

No data present.