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ROBERT B. FRIEDLAND, PH.D.

Director Associate Professor

Center on an Aging Society Health Systems Administration

Georgetown University Georgetown University

Box 571444 School of Nursing and Health Studies

5000 Whitehaven Street, NW St. Mary’s Hall, 237

Washington, DC 20057-1485 202.687.1287

202.687.0881 [email protected]

PUBLIC POLICY RESEARCH EXPERIENCE

Director -- Center on an Aging Society, Georgetown University. Washington, DC. Staff moved from the National Academy on an Aging Society to Georgetown University. 2000 - Present.

Director -- National Academy on an Aging Society. Washington, DC. Founded the Academy at the Gerontological Society of America. 1994 - 2000.

Director of Research -- National Academy of Social Insurance. Washington, DC. 1992 - 1994.

Senior Policy Analyst -- Center for Health Affairs, Project HOPE. Chevy Chase, Maryland. 1991 - 1993.

Director -- Public Policy Institute, American Association of Retired Persons. Washington, DC. 1990 - 1991.

Staff Economist --The US. Bipartisan Commission on Comprehensive Health Care. (The Pepper Commission) Washington, DC. 1989 - 1990.

Senior Research Associate -- Employee Benefit Research Institute. Washington, DC. 1985 - 1990.

Senior Economist -- Maryland State Department of Health & Mental Hygiene, Office of the Assistant Secretary for Medical Care Programs, Policy Analysis and Program Development. Baltimore, Maryland. 1984 - 1985.

Fellow -- National Institutes of Health, National Institute on Aging,

Epidemiology, Biometry, and Demography Program, Bethesda, Maryland. 1981 - 1982.

Programmer -- United Mine Workers of America, Health and Retirement Funds, Research and Statistics, Washington, DC. October 1980 - December 1981. Research Assistant -- Library of Congress, Congressional Research Service,

Washington, DC. Summer 1979.

Economist -- US. Department of the Treasury, Office of Revenue Sharing, Data and Demography. 1973 - 1978.

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ACADEMIC APPOINTMENTS

Associate Professor, Georgetown University, School of Nursing and Health Studies, Department of Health Administration, teaching Health Care

Economics and Research Methods in the Masters of Science Health Systems Administration Program and Health Systems Economics in the undergraduate program. 2004-Present.

Associate Research Professor, Georgetown University, Department of Public Policy, 2000-Present.

Adjunct Assistant Professor, George Washington University, Department of Economics, Washington, DC. 1996 - 2000.

Assistant Professor, Towson State University, School of Business and Economics, Department of Economics, Towson, Maryland 1982 - 1985. Lecturer, George Washington University, Department of Economics,

Washington, DC. Summer 1981.

Instructor, Montgomery College, Department of Business and Economics, Rockville, Maryland. Spring/Fall 1980.

Graduate Teaching Fellow, George Washington University, Department of Economics, Washington, DC. 1978-1981.

Teaching Assistant, George Washington University, Division of Experimental Humanities, Washington, DC. 1980-1981.

PRINCIPAL OR CO-PRINCIPAL INVESTIGATOR FOR THE FOLLOWING GRANTS

Family Caregivers and the Regulatory Environment, United Hospital Trust. $30,000 (12 months, 2007).

An Opportunity for Improving the State’s Long-Term Care System, AARP $35,000 (12 months, 2007).

State Policies to Inform Consumers about Long-Term Care Insurance,

subcontract to George Washington University, $50,000 (12 months, 2005). Demography is Not Destiny: Revisited, The Commonwealth Fund, $98,186 (12

months, 2004).

Data Profiles of Informal Caregivers of the Elderly, The AARP Andrus

Foundation, $100,000 (18 months, 2002). Additional funding provided the Mather Institute (10,000).

Development and Distribution of Data Briefs on Chronic Conditions, The Robert Wood Johnson Foundation, $631,593 (36 months, 2001).

Improving Program Outreach to Low-Income Medicare Beneficiaries, Phase One, The Commonwealth Fund, $72,713 (7 months, 2000).

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Demonstrating Methods to Help People Make Health Care Decisions, Pfizer, Inc., $106,559 (12 months, 2000)

The Financial Implications of Modifying or Eliminating the Asset Test for Medicaid Assistance to Low-Income Medicare Beneficiaries, The Commonwealth Fund, $23,801 (5 months, 1999).

The Long-Term Care Challenge, The Century Foundation, $80,000 (2 years, 1999-2001).

International Chartbook on Aging, International Longevity Center-US, Ltd., $65,000 (8 months, 1998-99).

The Health Care Costs of Low Levels of Functional Literacy, Pfizer, Inc., $72,000 (8 months, 1998-99).

The Financial and Health Status of Older Baby-Boomers, Older Workers, and Retirees, AARP Andrus Foundation, $126,538 (12 months, 1998-99). Living With Chronic Health and Disabling Conditions, The Robert Wood

Johnson Foundation, $393,463 (19 months, 1997-00).

Survey of State Medicaid Income and Asset Limits, Public Policy Institute, AARP, $28,780 (6 months, 1998).

The Impact of Mortality Improvement on Social Security, Conference Proceedings, The Society of Actuaries, $7,200 (2 months, 1997). Welfare Reform and the Elderly, The Henry J. Kaiser Family Foundation,

$15,000 (6 months, 1997).

Pay At Risk: Increasing Compensation Risks For Workers in the United States and Canada, The W.E. Upjohn Institute, $36,625 (12 months, 1997). Economic and Health Security: An Overview of the Origins of Federal

Legislation, The Employee Benefit Research Institute, $5,000 (6 months, 1996).

Preparing for More Elderly: Implications for Care and Security, The Commonwealth Fund, $211,779 (14 months 1997-98).

Medicare Reform and State Regulation of Insurance Plans, Andrus Foundation to Alpha Center with $12,000 subcontract (12 months, 1996).

National Academy on Aging, Administration on Aging, $2,000,000 (4 years, 1995). (Note: Administration on Aging discretionary funding through Title IV of the Older Americans Act was eliminated by Congress in 1996).

California Health Security Act: A Look at the Administrative Issues, The Henry J. Kaiser Family Foundation, $20,000 (6 months, 1994).

Deepening Understanding of Social Security, Andrus Foundation, $149,000 (12 months, 1993).

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Administrative and Policy Choices in Health Care Reform, The Pew Charitable Trusts, $600,000 (3 years, 1992); The Carnage Corporation of New York, $300,000 (3 years, 1992).

Developing a Caring and Effective Long-Term Care Workforce, Henry J. Kaiser Family Foundation, $60,000 (9 months, 1992).

EDUCATION

Ph.D. Economics, 1983; M.Phil. 1981; BA., Economics, 1977. The George Washington University, Washington, DC.

SELECTED ARTICLES, CHAPTERS IN BOOKS, REPORTS, AND TESTIMONY

1. Faces of Long-Term Care, Georgetown Long-Term Care Financing Project,

forthcoming.

2. Financing Long-Term Care: Policy Options, Georgetown Long-Term Care

Financing Project, (with Judy Feder and Harriet Komissar), forthcoming.

3. A Proposal for Helping Washington State Families Confront Long-Term Care,

SEIU 775 and AARP Washington, May 1, 2007.

4. Medicaid, The Encycopida of Aging, 4th Edition, Schultz, ed., Springer Publishing, New York, NY, 2007.

5. Medicare, The Encycopida of Aging, 4th Edition, Schultz, ed., Springer Publishing, New York, NY, 2007.

6. Long-Term Care: Are Americans Prepared? Testimony, United States Senate,

Special Committee on Aging, March 9, 2006.

7. The Medicaid Conundrum: Controlling Cost vs. Extending Care, Aging Today, July-August, 2005.

8. “The American Way of Insuring Health and Income Security,” Generations, Guest Editor, spring 2005.

9. “How to Deal with the Financing Issues of Social Security and Medicare: The Smart Money is on Productivity,” Generations, spring 2005.

10.“The Value of Social Security and Medicare to Families” (with Judith Feder) Generations, spring 2005.

11.Financing Long-Term Care in the Nation and New Jersey. Forums Institute for

Public Policy May 2005.

12.Demography is Not Destiny, Revisited. The Commonwealth Fund, March 2005.

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13.Implementation Issues for the Medicare Prescription Drug Benefit: Lessons Learned from the Medicare Drug Discount Card and Low-Income Benefit Programs, submitted to the Medicare Payment Advisory Commission March 21, 2005 (assistance provided, principally written by Elizabeth Hargrave, Jack Hoadley, and Ellen O’Brien).

14.Measuring the Years: State Aging Trends & Indicators, National Governors Association, November 2004. (With Laura Summer).

15.Choosing a Long-Term Care Insurance Policy: Understanding and Improving the Process, Brookings Institution, November 2004. (With Stephanie Lewis).

16.Caregivers and Long-term Care Needs in the 21st Century: Will Public Policy

Meet the Challenge, Georgetown University Long-Term Care Financing Project, August, 2004.

17.Multiple Chronic Conditions, Challenges for the 21st Century: Chronic and

Disabling Conditions, Center on an Aging Society, November, 2003.

18.“Planning for and Financing Long-Term Care”, in Long-Term Care and Medicare Policy: Can We Improve the Continuity of Care? Blumenthal, Moon,

Warshawsky, and Boccuti, eds. Brookings Institution Press, Washington DC, 2003.

19.Facing the Cost of Substance Abuse, Challenges for the 21st Century: Chronic

and Disabling Conditions, Center on an Aging Society, August, 2002.

20.Celebrating Aging Society: Meeting a Community Challenge, in Aging Today, May-June 2002.

21.Medicare Beneficiaries and their Assets: Implications for Low-Income Programs

(with Marilyn Moon and Lee Shirey), The Henry J. Kaiser Family Foundation, Report Number 6017, June, 2002.

22.The Impact of Demographic Trends on the Budget and Long-Term Fiscal Policy,

Testimony, Senate Budget Committee, February 7, 2001.

23.Health Insurance At Risk (with Laura Summer), in Changing Employment Risks, John Turner, ed., Upjohn Institute, 2001.

24.Investing in Our Future, in Public Policy and Aging Report, Volume 11, No. 1, 2000. .

25.Will Baby Boomers Work More Years than Did their Parents? National

Academy On An Aging Society, June 2000.

26.International Longevity Report: Charting the productivity and independence of

older persons, (with Kristin Kilker and Laura Summer), International Longevity Center, April, 2000.

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27.Budget Surpluses in the Face of an Aging Society, in Public Policy and Aging Report, Volume 10, No. 2, 1999.

28.Financing Medicare in The Encyclopedia of Taxation and Tax Policy, Joseph J. Cordes, Robert D. Ebel, and Jane G. Gravelle, eds., Urban Institute Press, 1999. 29.Financing Social Security in The Encyclopedia of Taxation and Tax Policy,

Joseph J. Cordes, Robert D. Ebel, and Jane G. Gravelle, eds., Urban Institute Press, 1999.

30.Demography Is Not Destiny (with Laura Summer), National Academy on an

Aging Society, January 1999.

31.Life Expectancy in the Future: A Summary of a Discussion Among Experts, in North American Actuarial Journal, October 1998.

32.Managed Care for Elderly People with Disabilities and Chronic Conditions (with Judith Feder), Generations, Volume 22, No. 2, summer 1998.

33.Privatization and Public Policy, in Public Policy and Aging Report, Volume 9, No. 2, 1998.

34.Welfare Reform and Elderly Legal Immigrants, (with Veena Pankaj), The Henry

J. Kaiser Family Foundation, Report #1300, July 1997.

35.Economic Security: An Overview of Social Security (with David Bryce) in Assessing Social Security Reform Alternatives, Dallas Salisbury, ed., Employee Benefit Research Institute, 1997.

36.Financing Long-Term Care, in Home Based Care for a New Century, Daniel Fox and Carol Rafael, eds., Milbank Memorial Fund and Blackwell Publishers, 1997.

37.Security in Old Age: a Historical Perspective on Today’s Debate on Entitlements,

(with David Bryce), National Academy on Aging, 1997.

38.Strong Support But Low Confidence What Explains the Contradiction? (with Virginia Reno) in Social Security in the 21st Century, Eric Kingson and James Schultz, eds., Oxford University Press, 1997.

39.Lessons From the Past and Opportunities For the Future: The Labor Market For Older Workers, in Public Policy and Aging Report, Volume 8, No. 3, 1997.

40.People Eligible for Medicare and Medicaid, (4 page fact sheet), National

Academy on Aging, 1997.

41.Children Are Not Little Adults, in Public Policy and Aging Report, Volume 8, No. 1, 1997.

42.Demographic, Economic, and Health Factors, in The Pride Journal of Long-Term Home Health Care, 1997.

43.Medicare: Short-Term Answers, Long-Term Questions, Challenge, January-February 1997.

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44.People with Disabilities: Access to Health Care and Related Benefits, (with Alison Evans), in Disability, Work and Cash Benefits, Jerry L. Mashaw, Virginia Reno, Richard V. Burkhauser, and Monroe Berkowitz, editors. Kalamazoo, MI: W.E. Upjohn Institute for Employment Research, 1996.

45.Managed Care and All of Us: The Role of Managed Care in the Future, Generations, Vol. XX, No. 2 (Summer 1996).

46.Privatizing Social Insurance, in The Public Policy and Aging Report, Volume 7, No. 3, 1996.

47.Protecting Future Generations, in The Public Policy and Aging Report, Volume 7, No. 2, 1996.

48.Perinatal Care in the Changing Health System (with Alison Evans), National

Academy of Social Insurance, (Washington, DC.: November 1995).

49.Reforming Entitlements: The Future of Medicare and Medicaid, National

Academy on Aging, (Washington, DC.: October 1995).

50.Medicare, Medicaid, and the Budget, in The Public Policy and Aging Report, Volume 7, No. 1, 1995.

51.California Health Security Act: A Look at the Administrative Issues, (with Alison

Evans), National Academy of Social Insurance, (Washington, DC.: October 1994).

52.Testimony, Public Attitudes and Expectations About Social Security, 1994-5 Social Security Advisory Council on Social Security, June 24, 1994, Washington, DC.

53.When Support and Confidence are at Odds: The Public's Understanding of the

Social Security Program, National Academy of Social Insurance, (Washington, DC.: April, 1994).

54.Financing and Delivery of Health Care For Children, (with Alison Evans),

National Academy of Social Insurance, (Washington, DC.: April, 1994).

55.Social Welfare Policy at the Crossroads, editor (along with Lynn M. Etheredge

and Bruce C. Vladeck), National Academy of Social Insurance, (Washington, DC.: 1994).

56.Senator Chafee's Proposal For Health Care Reform: An Overview of the

Administrative Structure, (with Alison Evans and Sara Okrend) National Academy of Social Insurance, (Washington, DC.: March 1994).

57.Implementing Mandates: Can We Do It? National Tax Journal, Volume 47, No. 3, , 1994 (pp. 471-483).

58.The President's Proposal For Health Care Reform: An Overview of the

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59.Medicare Claims Handling: The Consumer Perspective, National Academy of Social Insurance, (Washington, DC.: June 2, 1993).

60."Employer-Based Long-Term Care Insurance: Trends and Prospects for the Future," in Trends in Health Benefits, U.S. Department of Labor, Pension and Welfare Benefits Administration (Washington, DC.: Government Printing Office, 1993).

61.All-Payer Ratesetting Systems, (With Mimi Bernardin, Jeff Wilensky and Ellen

Bayer). Health Care Financing Administration, under Cooperative Agreement No. 99-C-99168/3-04, May 19, 1993.

62.Developing An Effective and Caring Long-Term Care Workforce, (With Robyn

Stone and Ellen Bayer). Henry J. Kaiser Family Foundation, December, 1992.

63.Medicare Home Health Agencies' Use of the Management and Evaluation

Benefit, (With Robyn Stone). Health Care Financing Administration, under Cooperative Agreement No. 99-C-99168/3-04, December 1992.

64.Small Group Health Insurance Market Reform. Testimony Before the US. House

of Representatives, Committee on Small Business, June 9, 1992.

65.Medicare: Meeting the Health Care Needs of the Elderly, Public Policy Institute,

AARP, Issue Brief Number 7 (July 1991).

66.A Call for Action, (with Judith Feder, Edward Howard, and others) US Bipartisan

Commission on Comprehensive Health Care, Final Report, (Washington, DC.: Government Printing Office, 1990).

67."An Overview of Issues in Estimating the Market Potential for Private Long-Term Care Insurance," in A Call for Action, US. Bipartisan Commission on Comprehensive Health Care, Supplement to the Final Report, (Washington, DC.: Government Printing Office, 1990).

68."Converting Life Insurance Benefits to Long-Term Care Benefits," in A Call for Action, US. Bipartisan Commission on Comprehensive Health Care, Supplement to the Final Report, (Washington, DC.: Government Printing Office, 1990). 69."Cost Containment vs. Access: What Has First Priority?" The Internist health

policy in practice, October 1990.

70.Facing the Costs of Long-Term Care, (Washington, DC.: Employee Benefit

Research Institute, 1990). Received the Elizur Wright Award, 1992.

71."Questions Raised by the Changing Age Distribution of The US. Population," Generations, Summer 1989 (Vol. XII, No. 3).

72.Issues Concerning the Financing and Delivery of Long-Term Care, Employee

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73."A Foggy Tax Code Spells Out Uncertainties With Employer Sponsored Long-Term Care Insurance," Business and Health, November 1988.

74."Shifts in the Tide: The Impact of Changing Demographics on Employers, Employees and Retirees," in Business, Work, and Benefits: Adjusting to Change, (Washington, DC.: Employee Benefit Research Institute, 1989) Also EBRI Issue Brief no. 75 (April 1988).

75.Financing Long-Term Care: Employer Incentives and Public Policy Issues.

Statement Before the United States Senate, Committee on Finance, Subcommittee on Health, May 27, 1988.

76."Assessing the Need for Catastrophic Health Care Cost Insurance," in Where Coverage Ends: Catastrophic Illness and Long-Term Health Care Costs, (Washington, DC.: Employee Benefit Research Institute, 1988).

77.Assessing the Economic Status of the Elderly Using Income as a Proxy for

Well-Being, (with Deborah J. Chollet) SIPP Working Paper #8811, US. Department of Commerce, Bureau of the Census, 1988.

78."Employer Financing of Long-Term Care," (with Deborah J. Chollet), in

Advances in Health Economics and Health Services Research, Volume 9, Private-Sector Involvement in Health Care: Implications For Access, Cost and Quality, Scheffler and Rossiter, editors., (Greenwich, CT: JAI Press, 1988).

79.The Feasibility of Employer-Provided Long Term Care Insurance, Statement for

the United States House of Representatives Committee on Ways and Means, Subcommittee on Health, March 31, 1987.

80."Introduction and Background: Private Initiatives to Contain Health Care

Expenditures," in The Changing Health Care Market, McArdle, ed. (Washington, DC.: Employee Benefit Research Institute, 1987).

81."Employer-Paid Retiree Health Insurance: History and Prospects for Growth," (with Deborah J. Chollet) in The Changing Health Care Market, McArdle, editor. (Washington, DC.: Employee Benefit Research Institute, 1987).

82."Financing Long-Term Care" in The Changing Health Care Market, McArdle, editor (Washington, DC.: Employee Benefit Research Institute, 1987).

83."Health Care Costs and Public Policy towards Employee Health Plans," (with Deborah J. Chollet), Review of Public Personnel Administration, 7:3 (summer, 1987) pages. 60-73.

84.Employer-Provided Health Benefits: Legislative Initiatives. Employee Benefit Research Institute. EBRI Issue Brief no. 62 (January 1987).

85.Employer-Sponsored Health Insurance Coverage. Employee Benefit Research

Institute. EBRI Issue Brief no. 58 (September 1986).

86.Private Initiatives to Contain Health Care Expenditures. Employee Benefit Research Institute. EBRI Issue Brief no. 55 (June 1986).

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87.Tax Reform Passes House of Representatives. Employee Benefit Research Institute. EBRI Issue Brief no. 50 (January 1986).

88.Financing Long-Term Care. Employee Benefit Research Institute. EBRI Issue

Brief no. 48 (November 1985).

89.Employer-Paid Retiree Health Insurance: History and Prospects for Growth. Employee Benefit Research Institute. EBRI Issue Brief no. 47 (October 1985). 90.Testimony, Employer-Paid Retiree Health Insurance: History and Current

Issues, (with Deborah Chollet), before the Senate Finance Committee, September 9, 1985.

91."The President's Commission on Pension Policy Household Survey 1980: Net Wealth Distributions by Type and Age" (with William S. Cartwright), Review of Income and Wealth, Series 31, Number 3, September 1985 (pages 285-308).

PROFESSIONAL ACTIVITIES AND HONORS

National Academy for State Health Policy, Center for Health Policy Development, Board Member, 1991–

Aging Today, Editorial Board, 1999-

American Bar Association, Commission on Law and Aging, 2006-

Health Assistance Partnership, Advisory Board, 2006- The Long-Term Care Education Foundation, Board Member, 1999-2005

The AGS Foundation for Health in Aging, National Advisory Board, 1999-2002

Americans Discuss Social Security, National Advisory Board, 1998 - 1999

Community Health Accreditation Program, Board of Governors, 1993-1995

National League for Nursing, Committee on Long-Term Care, 1991-1995

Society of Actuaries, President’s Appreciation Award, 1998

Elizur Wright Award, The American Risk and Insurance Association, 1992.

Fellow, Association for Health Services Research, 1997. Fellow, The Gerontological Society of America, 2000. External Grant Reviews for the National Institute on Aging, the Administration on Aging, The Robert Wood Johnson Foundation, The Andrus Foundation., the AARP Foundation, The Pfizer Foundation.

Reviewer, The Gerontologist, Health Affairs, and The

Milbank Quarterly Membership:

The Gerontological Society of America, since 1992 National Academy of Social Insurance, since 1991 Association for Health Services Research, since 1990. American Economic Association, since 1981

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