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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: Completed

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 a professor of medicine at the University of California, San Francisco (UCSF); the director of the AIDS Research Institute; and the co-director of the University of California San Francisco-Gladstone Institute of Virology and Immunology 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 Veterans Affairs 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 Standing Committee of Medical and Vocational Experts for the U.S. Social Security Administration’s Disability Programs 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 an 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. She is the executive director of the USC Edward R. Roybal Institute on Aging, and director of the USC Alzheimer Disease Research Center Outreach, Recruitment and Engagement Core. Her research addresses the psychosocial care of adult and late-life psychiatric and neurocognitive disorders and comorbid medical conditions. She specializes in the role of racial and ethnic diversity in health care and community-based services, and sociocultural adaptations to evidence-based interventions for people with disabilities and their care partners. Dr. Aranda has served on several National Academies 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. and a Ph.D. from the USC’s Suzanne Dworak-Peck School of Social Work, and an M.P.A. from USC’s School of Public Policy and Development.
Jack Dennerlein
Jack T. Dennerlein, Ph.D., is a professor in the Department of Physical Therapy, Movement and Rehabilitation Sciences at Northeastern University’s Bouvé College of Health Sciences. In addition, he is an adjunct professor of Ergonomics and Safety at the Harvard T.H. Chan School of Public Health as well as the associate director of the Harvard T.H. Chan School’s Center for Work, Health, and Well-being. Dr. Dennerlein’s research examines how design of work impacts worker safety, health, and well-being with a focus on prevention of musculoskeletal disorders, injury and work disability. He is a fellow of the Human Factors and Ergonomics Society. 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 the Edna L. Edison Professor of Psychiatry at the Columbia University Vagelos College of Physicians and Surgeons where she directs the Division of Behavioral Health Services and Policy Research and 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 research funding from the National Institute of Mental Health, the U.S. Department of Veterans Affairs, and foundations. As CPI director, she oversees activities for the New York State Office of Mental Health in implementing evidenced based practices in behavioral health programs throughout the state. She leads 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. Dr. Dixon assumed the role of editor-in-chief of the journal Psychiatric Services in January 2017. She has published more than 250 articles in peer-reviewed journals and has received numerous awards including the 2009 American Psychiatric Association Health Services Senior Scholar Award and the Wayne Fenton Award for Exceptional Clinical Care. In 2014, the National Alliance on Mental Illness (NAMI) Metro NYC recognized her with the Adele Anshien Volunteer of the Year Award, and NAMI national recognized her with its annual Scientific Research Award. In 2016, the Mental Health Section of the American Public Health Association recognized her work with the Carl A. Taube Award. She received a B.A. in economics from Harvard College, an M.D. from Cornell University Medical College, and an M.P.H. from the Johns Hopkins University School of Hygiene and Public Health.
Allen W. Heinemann
Allen W. Heinemann, Ph.D., is the director of the Center for Rehabilitation Outcomes Research at the Shirley Ryan AbilityLab and a 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 Standing Committee of Medical and Vocational Experts for the Social Security Administration’s Disability Programs 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 an associate professor of Economics and the 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 an 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 the 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.Ed. 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, FAOTA, DASPE, CCM, CDMS, CPE, is the 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 and the United Spinal Association. 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 a rehabilitation/pain management specialist. He is a 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 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 Foundation Health Policy Fellow and worked on health care reform on Capitol Hill.
Susan McGurk
Susan McGurk, Ph.D., is a professor of Occupational Therapy, with a secondary appointment in the Department of Psychological and Brain Sciences, and is a member of the Center of Psychiatric Rehabilitation at Boston University. Dr. McGurk is a neuropsychologist, with expertise in serious mental illnesses, and vocational rehabilitation, and community based implementation of cognitive remediation programming. She directs a multi-faceted research program addressing methods and mechanisms in cognitive remediation, cognitive self-management strategies, and the role of cognitive impairments in difficulties with employment, academic pursuits, and independent living in persons with serious psychiatric illnesses, 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; a multi-site dismantling study of the specific components of a cognitive enhancement program developed by McGurk and Colleagues, The Thinking Skills for Work Program (TSW), that are essential to helping people with psychiatric illness achieve their employment goals; and the development of a scaled up training model for practitioners of TSW. Dr. McGurk received her Ph.D. from the University of California, Los Angeles.
Judith G. McKenzie
Judith Green-McKenzie, M.D., M.P.H., FACP, FACOEM, FACPM, is a professor, the division chief, and the residency program director in the Department Emergency Medicine, Division of Occupational and Environmental Medicine, at the University of Pennsylvania Perelman School of Medicine where she is active in clinical practice, research, education, and administration. She is also a senior fellow of the Leonard Davis Institute for Health Economics and the Graduate Program in Public Health. Dr. McKenzie received her A.B. from Princeton University where she was awarded the Frederick Douglass Prize for leadership and scholarship, her M.D. from Yale University School of Medicine where she was a Commonwealth Fellow, and her M.P.H. from Johns Hopkins University School of Hygiene and Public Health where she also completed her Occupational Medicine Fellowship and the Epidemiology Research Track. She completed her Internal Medicine training at York University/Bellevue Hospital. Dr. McKenzie is a diplomate of the American Board of Preventive Medicine, Occupational Medicine, and became a diplomate of the American Board of Internal Medicine in 1993. She was honored by American College of Occupational and Environmental Medicine (ACOEM), when it bestowed upon her its 2015 International Kehoe Lifetime Award for Excellence in Education and/or Research in Occupational and Environmental Medicine, recognized in particular for her leadership of the innovative, nationally recognized Train-in-Place Occupational and Environmental Medicine Residency, the first and only such program in the nation. She serves as chair of the National Academies of Sciences, Engineering, and Medicine Committee on Disabling Medical Conditions that Might Improve with Treatment and a member of the Standing Committee of Medical and Vocational Experts for the Social Security Administration’s Disability Programs. She is a former member of the Committee on Health Care Utilization and Adults with Disabilities and the Committee on VA Examinations for Traumatic Brain Injury. Dr. McKenzie is a member of the Journal of Occupational and Environmental Medicine Editorial Board and the Accreditation Council for Graduate Medical Education Residency Review Committee for Preventive Medicine; she also serves on the National Institute for Occupational Safety and Health (NIOSH). She served on the American Board of Preventive Medicine Examination Committee and as a permanent NIOSH study section member. A fellow of ACOEM, American College of Preventive Medicine, and the American College of Physicians. Dr. McKenzie’s clinical work centers on disability management, injury care, wellness and prevention, and environmental exposures. Author of 100 scientific publications, and Principal Investigator on two training grants, her research focuses on Occupational and Environmental Medicine outcomes, especially in the areas of blood borne pathogen exposures, work-related disability, graduate medical education, work as a social determinant of health, and employee wellness. She is listed as one of America’s top physicians.
Juan I. Sanchez
Juan I. Sanchez, Ph.D., is professor and the Knight-Ridder Byron Harless Eminent Chair in the Department of Global Leadership and Management, 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 U.S. 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 more than 100 articles and 20 book chapters on topics including the consensus of competency ratings, comparison of job analysis methodologies, and the evaluation of work analysis. His work has been cited approximately 9,000 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 of the 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 five National Academies 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 an 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 improving 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 Health Resources and Services Administration, the National Science Foundation, the Institute for Education Sciences, Autism Speaks, 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 a professor of Medicine and the Lisa M. Jacobson Chair in Cardiovascular Medicine at Vanderbilt University Medical School and a senior physician and director of Cardiomyopathy and of 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. 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, and previously on the committee of the National Academies of Sciences, Engineering, and Medicine to address Social Security Cardiovascular Disability Criteria. She received her M.D. from the 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 an 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. Dr. Wallace is an elected member of the National Academy of Medicine.

Events



Location:

Keck Center
500 5th St NW, Washington, DC 20001

500 5th Street NW
Washington, DC, 20001
USA

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

Closed Session Summary Posted After the Event

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

Allen Heinemann
Andrew Houtenville
Robert Wallace
Jack Dennerlein
Judith McKenzie
Kurt Johnson
Lisa Dixon
Lynne Stevenson
Paul Volberding
Susan McGurk

The following topics were discussed in the closed sessions:

a) Report Progress, b) Sign-off

Date of posting of Closed Session Summary:
March 25, 2019
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)
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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:

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Publications

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