Responsive Document - CREW: Department of Education: Regarding Meetings With Interest Groups and Wall Street: 7/14/2011 - OUS Calendars With Codes 4

I June 11, 2010 Continued
Friday
3:00 PM - 3:30 PM
3:30 PM - 4:00 PM
4:00 PM - 5:00 PM
Kanjorski meeting -- 2188 RHOB
When: Friday, June 11 , 2010 3:00 PM-3:30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 2188 RHOS
Note: The GMT offset above does not reflect daylight saving time adjustments.
*-*-*-*-*-*-*-*-*-*
car confirmed: depart Rayburn at 330pm and travel to 1990 K St --driver: leon Chapman 202-557-1752
Date: June 10
Traveler's name: Bob Shireman
No. Of passengers: 3
From: Rayburn
To: 1990 KSt
Time: 3:30pm
Return
Date: J une 10
No. Ofpassengers: 3
From: 1990 K St
To: LBJ
Time: Spm pick up
~ --1990 K St NW
We're at 1990 K Street NW.
We're the last building on the south side of the 1900 block.
Enter the building, proceed into the interior foyer (with glass walls), and there you will
find a set of elevators. Take the elevator to the 9th floor, and a guard will summon
us. We' re on the gth floor, and we will escort you to our offices.
392 5/3/2011 11:38 AM
FOIA Page 901
Friday
If you have any difficulty, please call.
Regards,
393 5/3/2011 11:38 AM
FOIA Page 902
Friday
394 5/3/2011 11:38 AM
FOIA Page 903
Friday
I
I
395 5/3/2011 11:38 AM
FOIA Page 904
Friday
5:00 PM - 5:30 PM

car confirmed: departs 1990 K Stat 5pm and returns to LBJ --driver: leon Chapman 202-557-1752
Departure
Date: June 10
No. Ofpassengers: 3
From: Rayburn
To: 1990 K St
Time: 3:30 pm
Return
Date: June 10
Traveler' s name: Bob Shireman
From: 1990 K St
To: LBJ
396 5/3/ 2011 11:38 AM
FOIA Page 905
Friday
I J . une 12, 2010
Saturday
All Day
I June 13, 2010
Sunday
All Day
All Day
I June 14, 2010
Monday
All Day
8:00 AM - 8:30 AM
Time: Spm pick up
Ann out 6/8-25
When: Occurs every day effective 6/8/2010 until6/25/2010 (GMT-05:00) Eastern Time
(US & Canada).
*-*-*-*-*-*-*-*-*-*
Ann out 6/8-25
When: Occurs every day effective 6/8/2010 until6/25/201 0 (GMT-05:00) Eastern Time
(US & Canada).
---------
Rainbow PUSH Coalition -- Chicago, IL
Ann out 6/8-25
(US & Canada).
*-*-*-*-*-*-*-*-*-*
8:00 - 8:30 Staff Meeting - Scheduling -- Secretary's Conference Room (OS Managed)
When: Occurs every Monday effective 6/1/2009 from 8:00AM to 8:30AM (GMT-05:00)
Eastern Time (US & Canada) .
Where: Secretary's Conference Room (OS Managed)
---------
Number: 877-937-6173

Participant Co; i ;.
397 5/3/2011 11:38 AM
FOIA Page 906
Monday
8:30AM -9:30AM
10:30 AM - 11:00 AM
11:00 AM 11:4S AM
12:00 PM - 1:00 PM
2:30 PM - 3:00 PM
Harkin-- call866-793-1942 code:rmi'C3J
When: Monday, June 14, AM (GMT-05:00) Eastern Time (US &
Canada).
Where: call866-793-1942 code:[mt(g)
*-*-*-*-*-*-*-*-*-*
Call with Hill Big 4 higher ed staff-- Conference caii1-877-9S2-3414 codermi'C3J
When: Occurs every Monday effective 8/3/2009 from 10:30 AM (GMT-05:00)
Where: Conference cal l 1-877-952-3414 code[mJ(gJ
*-*-*-*-*-*-*-*-*-*
I didn't mean to delete this!
CCEO Interview w/Jennifer Douglas- Martha's office
Lunch w/Aiex -- TBD
2:30-3:00 Direct Student Loan Coalition Meeting w/Martha Kanter, James Kvaal and Bob Shireman --
Secretary's Conference Room (OS Managed)
When: Monday, June 14, 2010 2:30PM-3:00PM (GMT-05:00) Eastern Time (US &
Canada).
*-*-*-*-*-*-*-*-*-*
Internal Staff Attending:
Martha Kanter
James Kvaal
Bob Shireman
External Attendees:
Tom Butts
Nancy Hoover, Chair-Denison University
Margaret Rodriguez- University of Michigan
Eileen O'Leary- Stonehill College
Dan Davenport-University of Idaho
Craig Munier-University of Nebraska
Cheryl Resh-University of California - Berkeley
Jean Rash-Rutgers University
Chuck Knepfle-Miami University
Kay Lewis-University of Washington
Peg Julius-Kirkwood Community College
Roberta Johnson-Iowa State University
Nancy Hanscom-University of Oregon
Suzanne Day-Harvard University
Kris Wright-University of Minnesota
398 5/3/2011 11:38 AM
FOIA Page 907
Monday
3:15PM-4:15PM
4:00PM-5:00PM
4:00 PM - 5:00 PM
4:00 PM - 4:30 PM
4:45 PM - 5:00 PM
Phyllis Hooyman-Hope College
Orlo Austin
POC:
Briefing Materials - Bob Shireman 247.6651
Scheduling - Tia Borders 205.4595
Conference Room - Hannah
Update as of 6/14/10 at 10:58 am: Orlo Austin, former Coalition Chair and former
Financial Aid Director at the University of Illinois was added. Thank you, Tia
Update as of 6/14/10: James Kvaal was added. Thank you, Tia
Update as of 6/11/10: Martha's confirmed to join this meeting. Thank you, Tia
Update as of 6/3/10 at 12:48 pm: The list of external attendees was updated. Thank you,
Tia
Update as of 6/3/10: Additional attendees were added. Thank you, Tia
Miller-- 877-680-1959 codemGJI
When: Monday, June 1 4 ~ : 1 5 PM-4:15PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 877-680-1959 codetmJ(!)J
*-*-*-*-*-*-*-*-*-*
GE data call-- 1-877-784-4150 leader passcodetmJ<:)J participant passcode(C!)JQJ
Sorry for the short notice. GE data call is on for 4pm today.
GE data call--1-877-784-4150 leader passcodetmJm) participant passcodetmJel
Sorry for the short notice. GE data call is on for 4pm today.
Meeting w/Aiex to discuss approvals-- Bob'ss office
When: Occurs every Monday effective 2/1/2010 from 4:00 PM to 4:30PM (GMT-05:00)
Where: Bob'ss office
*-*-*-*-*-*-*-*-*-*
To occur weekly-will reschedule as needed.
Prize Discussion -- Martha's Office
Canada).
Where: Martha's Office
---------
399 5/3/2011 11:38 AM
FOIA Page 908
Monday
5:00 PM - 7:00 PM Dl Coalition rece tion - - Hart SH-902
rxd'de a;

w k_,e k:Ju?/
S:00-7:0orJn
Refreshments will be served
Brief program at 5:45 p.rn.
lO.fiH UTI
------- -- - --- --- - --- - - - - - - ---
www.di rectstudentloancoa I i tion.org
R.S.V.P. to di rectsludent[oancoal i tion@gmai !.cor
FOIA Pa e 909
Monday
7:00 PM - 9:00 PM
I June 15, 2010
Tuesday
All Day
8:00 AM - 8:30 AM
9:00 AM - 1:00 PM
11:00 AM - 12:00 PM
12:10 PM - 12:30 PM
12:30 PM-1:30PM
James
Ann out 6/8-25
(US & Canada).
*-*-*-*-*-*-*-*-*-*
-- call877-680-1959 code:rmimJI
en: 0 8:00AM-8:30AM Eastern Time (US &
Canada).
Where: call877-680-1959 code:tml(g)
*-*-*-*-*-*-*-*-*-*
Private Appointment
Big 4 neg reg briefing-- 877-680-1959 code:rmimJI or Gaby's office (6W315)
When: Tuesday, June 15, 2010 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 877-680-1959 code: [E)JG)I or Gaby's office (6W315)
*-*-*-*-*-*-*-*-*-*
Car to Rayburn -- Meet in LBJ basement
When: Tuesday, June 15, 2010 12:10 PM-12:30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Meet in LBJ basement
---------
House Ed & Labor bipartisan neg reg briefing -- 2175 RHOB
When: Tuesday, June 15, 2010 12:30 PM-1 :30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 2175 RHOS
401 5/3/201111:38 AM
FOIA Page 910
Tuesday
1:00 PM - 2:00 PM
1:00 PM - 2:00 PM
*-*-*-*-*-*-*-*-*-*
FW: 5AFRA Conference Call-- Call In: 202-395-6392 Passcode:[E)JG}JI
In case it's not on your calendar already.
-----Original Appointment-----
From: Emanuel, Elizabeth N. mailto (b) (6) @omb.eop.gov]
Sent: Wednesday, May 19, 2010 12:40 PM
To: Emanuel, Elizabeth N.; 'David.Bergeron@ed.gov'; 'Dan.Madzelan@ed.gov';
'Bill. Taggart@ed.gov'; 'Leigh.Arsenault@ed.gov'; 'Carmel. Marti n@ed.gov';
'Bob.Shireman@ed.gov'; 'James.Manning@ed.gov'; 'Zakiya.Smith@ed.gov';
'Linda.Holland@ed.gov'; Stack, Kathryn B.; Rowe, David; McNeece, Erin; Lee, Nicholas C.;
Mar, Sharon; Kvaal, James R.; Rodriguez, Roberto J.; McGuire, MaryEllen C.;
Higginbottom, Heather A.; Rouse, Cecilia E.; 'Kathleen.Smith@ed.gov';
'James.Runcie@ed.gov'; Kelly intern, Caitlin G.; Gordon, Robert M.; Graham, William;
Szabo, Susan; Martin, Phil; Shireman, Bob; Manning, James; Runcie, James; Taggart, Bill;
Holland, Linda; Martin, Carmel; Baker, Jeff; Leith, William; Kane, John; Hurt, John;
Simpson, Daniel
Subject : SAFRA Conference Call
When: Occurs every 2 weeks on Tuesday effective 6/1/2010 until 8/3/2010 from 1:00
PM to 2:00 PM GMT -0500 {Standard)/ GMT -0400 (Daylight).
Where: Call In: 202-395-6392 Passcode: tmJ8
Sending out a new invit e for these. The call-in number and ti me are t he same, but they
will only show up on your calendar every other week now.
FW: 5AFRA Confe re nce Call -- Call In: 202-395-6392
When: Occurs every 2 weeks on Tuesday effective 8/3/2010 from 1 :00 PM
to 2:00 PM GMT -0500 (Standard) I GMT -- ylight).
Where: Call In: 202-395-6392 Passcode:
*-*-*-*-*-*-*-*-*-*
-----Original Appointment--
From: Emanuel, Elizabeth N.
Sent: Wednesday, May 19,2010
To: Emanuel, Elizabeth N. ; 'David.Bergeron@ed.gov'; ' Dan.Madzelan@ed.gov';
'Biii .Taggart@ed.gov'; 'Leigh.Arsenault@ed.gov'; 'Carmei.Martin@ed.gov';
'Bob.Shireman@ed.gov'; ' James.Manning@ed.gov'; 'Zakiya.Smith@ed.gov';
'Linda.Holland@ed.gov'; Stack, Kathryn B. ; Rowe, David; McNeece, Erin; Lee, Nicholas
C.; Mar, Sharon; Kvaal , James R. ; Rodriguez, Roberto J. ; McGuire, MaryEllen C. ;
Higginbottom, Heather A.; Rouse, Ceci lia E.; 'Kathleen.Smith@ed.gov';
'James.Runcie@ed.gov'; Kelly intern, Caitlin G. ; Gordon, Robert M. ; Graham, Wi lliam;
Szabo, Susan; Martin, Phil; Shireman, Bob; Manning, James; Runcie, James; Taggart,
Bill; Holland, Linda; Martin, Carmel; Baker, Jeff; Leith, William; Kane, John; Hurt, John;
402 5/3/2011 11:38 AM
FOIA Page 911
Tuesday
1:00 PM - 2:00 PM
1:30 PM - 2:30 PM
2:30 PM - 3:00 PM
3:00 PM - 4:00 PM
Simpson, Daniel
Subject SAFRA Conference Call
When: Occurs every 2 weeks on Tuesday effective 6/1/2010 until 8/3/2010 from 1 :00 PM
to 2:00 PM GMT -0500 (Standard) I GMT(-aylight).
Sending out a new invite for these. The call-in number and time are the same, but they will
only show up on your calendar every other week now.
FW: SAFRA Conference Call --Call In: 202-395-6392 Passcode:[U)JBJI
From: Emanuel, Elizabeth N.
'Biii.Taggart@ed .gov'; 'Leigh.Arsenault@ed.gov'; 'Carmei.Martin@ed.gov';
'Linda.Holland@ed.gov'; Stack, Kathryn B.; Rowe, David; McNeece, Erin; Lee, Nicholas C.;
Simpson, Daniel
Subject: SAFRA Conference Call
When: Tuesday, June 15, 2010 1:00 PM-2:00 PM {GMT-05:00) Eastern Time (US &
Canada).
Where: Call In: 202-395-6392 Passcode: [U)JH
Sending out a new invite for these. The call-in number and time are the same,
but they will only show up on your calendar every other week now.
House Tri-caucus and Hastings group neg reg briefing -- 2175 RHOS
When: Tuesday, June 15, 2010 1 :30 PM-2:30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 2175 RHOB
*-*-*-*-*-*-*-*-*-*
Gettkts
Senate HELP Committee bipartisan neg reg briefing-- SR-253
When: Tuesday, June 15, 2010 3:00PM-4:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: SR-253
403 5/3/2011 11:38 AM
FOIA Page 912
Tuesday
3:30 PM - 4.:30 PM
4:00 PM - 4:30 PM
5:00 PM - 6:00 PM
---------
Press conference call -- WDCFB6-7El00
Canada).
Where: WDCFB6-7E100
---------
Return car to LBJ -- Outside Dirksen
Canada).
Where: Outside Dirksen
---------
OUS Executive Leadership Meeting-- Martha's Office
Canada).
---------
Update as of 4:21 pm, 6/14/10: This meeting will take place tomorrow at 5 pm. Thanks for
holding the time today and working to reschedule.
Update as of 11 :12 am, 6/14/10: Due to the Assistant Secretary's meeting with Arne at
8:30 tomorrow, the OUS Executive Leadership Meeting will need to be rescheduled.
Please hold 5 pm- 6 pm on June 15. I will follow-up to confirm this time as soon as
possible today.
Update as of 6/2/10: This meeting will begin at 8 am and end at 9 am. Please let me know
if you have questions. - Keith
All OUS Executive Leadership is invited to attend or dial-in remotely at the number below:
866-612-0968 (Dial In)
tmJe)J (Participant Code)
Chief of Staff participation is optional.
404 5/3/2011 11:38 AM
FOIA Page 913
I June 15, 2010 Cont inued
Tuesday
6:00 PM - 6:30 PM
I June 16, 2010
Wednesday
All Day
8:00 AM - 8:30 AM
8:00 AM - 8:30 AM
Get home
Ann out 6/8-25
(US & Canada).
*-*-*-*-*-*-*-*-*-*
8:00- 8:30 Staff Meeting - Communications/Other POCs -- Secretary's Conference Room (OS Managed)
When: Occurs every Wednesday effective 6/3/2009 from 8:00AM to 8:30 AM
(GMT-05:00) Eastern Time (US & Canada) .
*-*-*-*-*-*-*-*-*-*
Number: 877-937-6173
~ : ~ ~ ~ ~ ~ ~ d ~ ~ -
Topics for Wednesday Meetings:
September 2: Communications
September 9: Other POCS (Tony/Martha)
October 7: Other POCS (Tony/Martha)
October 14: Communications
November 4: Other POCS (Tony/Martha)
November 11: HOLIDAYNeterans' Day
November 18: Communications (Tony/Martha)
November 25: Other POCS
December 2: Communications (Tony/Martha)
December 9: Other POCS
8:00 - 8:30 Staff Meeting - Communicati ons/Other POCs -- Secretary's Confer ence Room (OS Managed)
When: Occurs every Wednesday effective 2/17/2010 from 8:00AM to 8:30AM
---------
2/12 Communications and Other POCs weeks shifted through the end of the year.
405 5/3/2011 11:38 AM
FOIA Page 914
Wednesday
Number: 877-937-6173

Participant Co f: j jll
Feb 17 - Communications
Feb 17 - Other POCs
Feb 24- Communications
March 3 - Other POCs
March 1 0 - Communications
March 24 - Communications
April 7 - Communications
April 14 - Other POCs
April 21 -Communications
April 28- Other POCs
May 5 - Communications
May 12 - Other POCs
May 26 - Other POCs
June 2- Communications
June 9 - Other POCs
June 16 - Communications
June 23 - Other POCs
July 7 - Other POCs
July 14 - Communications
July 21 - Other POCs
August 4 - Other POCs
August 11 - Communications
August 25- Communications
September 1 - Other POCs
September 8 - Communications
October 6 - Communications
October 13 - Other POCs
October 20 -Communications
November 3- Communications
November 1 0 - Other POCs
November 17 - Communications
November 24 - Canceled - Day before Thanksgiving
December 1 - Other POCs
December 8 - Communications
December 29 - Canceled
9:00 AM - 9:45 AM
Eastern Time (US &
(b) (5)
406 5/3/2011 11:38 AM
FOIA Page 915
Wednesday
10:00 AM - 10:30 AM
10:30 AM - 11:00 AM
12: 15 PM - 1:00 PM
1:00 PM - 1:30 PM
2:00 PM - 3:00 PM
*-*-*-*-*-*-*-*-*-*
This appears to be the earliest date/time when schedules nearly align. rlDIGtl, if you
cannot meet at 9 am on Wednesday, we can potentially look at 12 pm ~
Ill
Deanne Loonin
Will call?
Interview w/ Jane Kim -- Bob' s office
From: KimJ Jane [mailto:Jane.Kim@ws j.com]
Sent: TuesdayJ June 15J 2010 11:41 AM
To: GlickmanJ Jane
Subject: contact
Hi JaneJ Look forward to speaking with you and Bob Shireman tomorrow
at 10:30 AM. Let me know if you think that will change. Thanks! Jane
Jane J. Kim
Reporter
The Wal l Street Journal
1211 Avenue of the AmericasJ 5th floor
New YorkJ N.Y. 10036
Ph: 212-416-2321
~ --Bob's Office
~ e s d a y , June 16,201012:15 PM-1 :00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Bob's Office
---------
Over lunch?
(b) (5) --Arne' s office
FAFSA Call -- Conference Call
When: Occurs every Wednesday effective 5/26/2010 from 2:00 PM to 3:00 PM
Where: Conference Call
---------
Dial-In Number: 1-888-989-1356
Participant Access Code: [E)J(9J
407 5/3/2011 11:38 AM
FOIA Page 916
Wednesday
4:00 PM - 4:30 PM
5:00 PM - 10:00 PM
I June 17, 2010
Thursday
All Day
10:00 AM - 11:00 AM
10:30 AM - 11:00 AM
11:00 AM - 12:00 PM
GE Meeting: Bob & Tony-- Tony' s Office
When: Wednesday, June 16, 2010 4:00PM-4:30PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Tony's Office
---------
Grad dinner
Ann out 6/8-25
(US & Canada).
---------
~ - - WDCFB6-7E312 or 1-877-784-4150 participant passcode[G)$1
In place of the GE data cal l.
Alex/approvals-- Bob' s office
-- LBJ - 7C101
en: AM-12:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: LBJ- 7C101
*-*-*-*-*-*-*-*-*-*
Please respond by noon on Wednesday, June 16th if you would like to join the working
group.
(b)(S)
FOIA Page 917
Thursday
11:00 AM 11:30 AM
12:00 PM 12:30 PM
12:30 PM 1:00 PM
1:00 PM 2:00 PM
I look forward to working with you,
Kristen Harper
Research and Policy Assistant
Office of Safe and Drug-Free Schools (OSDFS)
US Department of Education (ED)
Email: kristen.harper@ed.gov
Phone: (202) 453-7238
Briefing Meeting for California selling ED Fund/loan Guarantor conversation WDCFB6-SE100
(Managed)
When: Thursday, June 17, 2010 11 :00 AM-11 :30 AM (GMT-05:00) Eastern Time (US &
Canada).
Where: WDCFB6-5E1 00 (Managed)
---------
Check in w/leigh your office
When: Thursday, June 17, 2010 12:00 PM-12:30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: your office
*-*-*-*-*-*-*-*-*-*
Check In r e : ~ - - Bob's Office
When: Thli"rSday, June 17, 2010 12:30 PM-1 :00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Bob's Office
*-*-*-*-*-*-*-*-*-*
(b) (5)
en:
Canada).
Where: WDCFB6-7E312
409
WDCFB6-7E312
:00 PM-2:00PM (GMT-05:00) Eastern Time (US &
5/3/2011 11:38 AM
FOIA Page 918
Thursday
*-*-*-*-*-*-*-*-*-*
Call In Information:
1-877-937 -6n;0-. 95iii.r.:o-
Participant: tam
PS- I included everyone whose names I saw in the various emails about this subject, but
feel free to forward or not attend as appropriate.
(b)(5)
Hi all-
410 5/3/2011 11:38 AM
FOIA Page 919
Thursday
3:00 PM - 4:00 PM
Thanks for participating in this call yesterday.
(b) (5)
(b)(5)
FW: F W : ~ -- Dan's office-- Zakiya, we will call you
W h e n : ~ 17, 2010 3:00PM-4:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Dan's office - Zakiya, we will call you
---------
en: 3:00 PM-4:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Dan's office-Zakiya, we will call you
When: Thursday, June 17, 2010 3:00PM-4:00PM (GMT-05:00) Eastern Time (US &
Canada).
---------
0 3:00PM-4:00PM (GMT-05:00) Eastern Time (US &
Canada).
411 5/3/2011 11:38 AM
FOIA Page 920
Thursday
3:00 PM - 4:00 PM
4:00 PM - 4:30 PM
5:00 PM - 6:00 PM
6:00 PM - 9:00 PM
I June 18, 2010
Friday
12:00 AM - 12:00 AM
All Day
Canada).
Where: Dan's office- Zakiya, we will call you
*-*-*-*-*-*-*-*-*-*

June 17, 2010 3:00PM-4:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 7E312
*-*-*-*-*-*-*-*-*-*
Bob requested that the meeting date be changed from Tuesday, June 15 to Thursday,
June 17. The time remains the same, and I am hoping the 7th floor conference room
across from Bob's office is available. This is a "test" of my calendar skills, as the
secretaries have all gone home!
conversation w/Jen and Jason-- Bob's office
OPE catch-up-- Bob's office
McCoy promotion at 7
Alex (Annual l eave): South Africa
When: Friday, June 18, 2010 12:00 AM to Friday, July 02, 2010 12:00 AM (GMT-05:00)
*-*-*-*-*-*-*-*-*-*
Ann out 6/8-25
(US & Canada).
---------
412 5/3/2011 11:38 AM
FOIA Page 921
Friday
8:00 AM - 8:30 AM
8:30 AM - 9:30 AM
9:00 AM - 10:30 AM
8:00- 8:30 Staff Meeting- Other topics-- Secretary's Conference Room (OS Managed)
When: Occurs every Friday effective 3/5/2010 from 8:00AM to 8:30AM (GMT-05:00)
*-*-*-*-*-*-*-*-*-*
Dial-In Information:
Number: 877-937-6173
Participant Code:[E)JmJI
Josh Wyner -- Starbucks across the street
Invitation to a 75% Graduation Rate
From:
Sent:
Complete College America [tsugar@completecollege.org]
Tuesday, June 15, 2010 3:22 PM
To: Shireman, Bob
Subject: Invitation to a 75% Graduation Rate
To view this email as a web page, go here.
COMPLETE COLLEGE AMERICA
http://image.exct.net/lib/fea915707565077c75/m/1/custom_top_left.jpg
http://image.exct.net/lib/fea915707565077 c75/m/1 /custom_spacer1 x1.gif
http://image.exct.net/lib/fea915707565077c75/m/1/custom_top_right.jpg
http://image.exct.neUiib/fea915707565077c75/m/1/custom_top_left.jpg
Back to the Future
for
75% Graduation Rates
Learn how a tried and true approach
may be our best bet to boosting
413 5/3/2011 11:38 AM
FOIA Page 922
Friday
college graduations.
Dear Bob ,
Please join us this Friday, June 18th, on the web or in person to
learn more about a statewide higher education model that consistently
produces average graduation rates of75% or more! Find out why
states across the country are striving to duplicate this success.
What A Jobs Bill That Can Pass: Community College Reform
A Discussion Sponsored by New America Foundation
and Washington Monthly
When: Friday, June 18, 2010
9:00 to 10:30 a.m. (ET)
Where: On the web: ( go here on Friday, June 18)
In person: New America Foundation
1899 L Street, NW, Suite 400
Washington, DC 20036
Panel: James K vaal, Special Assistant to the President, NBC
Magazine
Jamie Merisotis, President and CEO, Lmnina Foundation
Stan Jones, President, Complete College AJ.nerica
Carol Puryear, Director, Tennessee Teclmology Center
Paul Glastris, Editor-in-Chief, Washington Monthly
Complete College America believes that to significantly boost
America's college graduation rate we must reinvent higher education
to meet the needs of the New American Majority of students who must
balance the jobs they need with the education they desire. To do so,
we are compelled to address three fundamental challenges: structure,
time, and choice.
For over 40 years, the Tennessee Technology Centers have been doing
just that and annually producing thousands of graduates on time, at
low cost, and into jobs. By replicating this proven approach at
414 5/3/2011 11:38 AM
FOIA Page 923
Friday
10:00 AM - 10:45 AM
11:00 AM - 12:00 PM
colleges across the country, America can lead the world again in
college success. (Read the Washington Monthly feature.)
Together, the 22 members of our Alliance of States are now setting
goals, measuring progress, demanding results, and designing new
approaches like this one to produce more college graduates. Please
join this important discussion on community college reform on Friday,
June 18th -- and then our vital efforts across Alnerica.
To learn more about Complete College America, please go here.
CCA stacked 314x140
Complete College America appreciates the generous supporf of the Carnegie Corporation of New
York, the Ford roundation, the Bill and Melinda Gates Foundation, the W.K. Kellogg Foundation,
and Lumina Foundation for Education.
FTAF9
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Meeting
-- WDCFB6-7E312 (OUS conference room)
en: 11 :00 AM-12:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: WDCFB6-7E312 (OUS conference room)
415 5/3/2011 11:38 AM
FOIA Page 924
Friday
12:00 PM - 1:00 PM
---------
folks in OUS and OS
are up to speed on the issue and have a chance to ask questions.)
Some potential topics to address:
-- WDCFB6-7E312 (OUS conf room) or
(866) 765-4170 participant pas:scocfelt:
When: Friday, June 18, 2010 1 -1:00 PM (GMT -05:00) Eastern Time (US &
Canada).
Where: WDCFB6-7E312 (OUS confroom) or (866) 765-4170 participant passcode
rmmJ
---------
James Kvaal will facilitate the call.
See comments and doc (at bottom) below.
Please forward to colleagues who should be included and are not on this list.
(b) (5)
(b )(5)
FOIA Page 925
Friday
417 5/3/2011 11:38 AM
FOIA Page 926
Friday
1:00 PM - 2:30 PM
1:00 PM - 2:00 PM
2:10 PM - 2:15 PM
1:00-2:30 AFT & New Haven Briefing w/Staff/(Note: AD's expected to attend 1:00-1:30/Tony and Martha
will be out of the office) -- Secretary's Conference Room (OS Managed)
When: Friday, June 18, 2010 1:00 PM-2:30PM (GMT-05:00) Eastern Time (US &
Canada).
*-*-*-*-*-*-*-*-*-*
Conference Line:
877.937.6173
Leader Code- Michelle will handle
Participant code -rmtm
POC:
Briefing Materials- Michelle Bissonnette
Update as of 5/27/10 at 11 :42 am: The conference line info was added. Thank you, Tia
Meet
If you' re not going to aft bfg let's discuss accred and other stuff.
2:10-2:15 Prep Meeting w/Gaby Gomez, Bob Shireman and James Kvaal --Arne's Office
When: Friday, June 18, 2010 2:10PM-2:15PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Arne's Office
418 5/3/2011 11:38 AM
FOIA Page 927
Friday
2:15PM-2:30PM
3:00 PM - 4:00 PM
3:00 PM - 4:00 PM
4:00 PM - 5:30 PM
*-*-*-*-*-*-*-*-*-*
Gaby Gomez
Bob Shireman
James Kvaal
POC:
Scheduling- Tia Borders 205.4595
2:15-2:30 Phone Call w/Rep. Allen Boyd, Gaby Gomez, Bob Shireman and James Kvaal --Arne's
Office/Dial 202-225-5235
Canada).
Where: Arne's Office/Dial 202-225-5235
---------
Gaby Gomez
Bob Shireman
James Kvaal
POC:
Briefing Materials - Gaby Gomez
Update as of 6/18/10: The time of this call has been changed from 10:45-11 :00 am to
2:15-2:30 pm. Thank you, Tia
Drafting
GE Drafting-- WDCFB6-7C101 or 1-877-784-4150 leader passcode[O)JG)J participant passcode
rmfiJI
"17'\7h"eri:'Friday, June 18, 2010 3:00PM-4:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: WDCFB6-7C101 or 1-877-784-4150 leader passcodermJ(9J participant
passcode(mteJ
*-*-*-*-*-*-*-*-*-*
Call-in number added.
Please forward if others should participate.
Lisa Pugh Farewell -- Martha Kanter's Office
Canada).
Where: Martha Kanter's Office
419 5/3/2011 11:38 AM
FOIA Page 928
Friday
5:30 PM - 8:00 PM
I June 19, 2010
Saturday
All Day
All Day
--------
-*
A TT23772
Jazz -- Sculpture Garden
THE OFFICE Of THE UNDER SECRETARY
RequestS the of your compa"y
At a wine & cheese re(epuon
To celebrate the accomphshments of
LISA PUGH
Our Fabulous Fellow
Friday. june 18th
Half past 4 0
1
clock in the afternoon
Ttle Offrce of the Under Secretary
If you are interested in supporting the c.oSt of the
please bnng your donation to Ketth Ferguson by
Alex (Annual leave): South Africa
Please See Above
Ann out 6/8-25
(US & Canada).
---------
420 5/3/2011 11:38 AM
FOIA Page 929
Saturday
I June 20, 2010
Sunday
All Day
All Day
I June 21, 2010
Monday
All Day
All Day
8:00 AM - 8:30 AM
9:30 AM - 10:30 AM
Alex (Annual l eave): South Afrka
Please See Above
Ann out 6/8-25
(US & Canada).
*-*-*-*-*-*-*-*-*-*
Please See Above
Ann out 6/8-25
When: Occurs every day effective 6/8/2010 until 6/25/2010 (GMT-05:00) Eastern Time
(US & Canada).
*-*-*-*-*-*-*-*-*-*
*-*-*-*-*-*-*-*-*-*
Number: 877-937-6173

Participant Co%: j ;II
WDCFB6-7E312
2010 9:30 AM-10:30 AM (GMT-05:00) Eastern Time (US &
Canada).
Where: WDCFB6-7E312
*-*-*-*-*-*-*-*-*-*
From: Rico, Jose
421 5/3/2011 11:38 AM
FOIA Page 930
Monday
10:30 AM - 11:00 AM
11:00 AM - 12:00 PM
To: Smith, Zakiya; Kvaal , James
Sent: Wed Jun 16 15:54:29 2010
Subject: FW: HSI STEM strategy meeting
FYI
From: Rico, Jose
Sent: Wednesday, June 16, 2010 3:09PM
To: 'zakia.smith@ed.gov' ; 'james.kvall@ed.gov'; Lamba-Nieves, Nalini; Shireman, Bob
Cc: Sepulveda, Juan; Ceja, Alejandra
Subject: HSI STEM strategy meeting
Zakia,
Gracias,
Jose A. Rico
Deputy Director
White House Initiative for Excellence in Hispanic Education
400 Maryland Ave., S.W. % Washington, D.C. 20202% (202)205-9853
Call with Hill Big 4 higher ed staff-- Conference ca111-877-952-3414 c o d e ~
When: Occurs every Monday effective 8/3/2009 from 10:30 A M ~ AM (GMT-05:00)
Where: Conference call1-877-952-3414 code[E)J(9)
*-*-*-*-*-*-*-*-*-*
--7C101
:00) Eastern Time (US &
*-*-*-*-*-*-*-*-*-*
422 5/3/2011 11:38 AM
FOIA Page 931
Monday
Canada).
Where: 7C101
When: Monday, June 21, 2010 11 :00 AM-12:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 7C101
*-*-*-*-*-*-*-*-*-*
Thanks,
Susan
260-5025
t' Update:
so this
C101.
My apologies for accidentally sending this a minute ago without this note- I was trying to
assist Susan with rescheduling this meeting since she is currently out on a site visit.
Thanks, Tina
All ,
Per our discussion today, I am scheduling this follow-up meeting. 1:00 to 2:00 appeared to
be a better time for most.
If you wish to call in, please use the following numbers:
Dial-in Toll-Free Number: 877-952-8168
Participant Code: DGJJ
Thanks,
Susan
260-6025
IL EMAIL:
423 5/3/2011 11:38 AM
FOIA Page 932
Monday
12:30 PM - 2:00 PM
3:00 PM - 3:30 PM
3:00 PM - 3:30 PM
The Illinois State Board of Education (IS BE) has been analyzing the impact of the State's
financial situation on meeting Maintenance of Effort requirements (MOE) on various U.S.
Department of Education (ED) programs. (State Fiscal Stabilization, Title I Part AIESEA
programs, Career & Technical Education(Perkins), Special Education).
This has led to the following questions that ISBE would like to pose to ED in an effort to
determine any actions that could be taken to avert issues in meeting the MOE
requirements.
Some background information:
Illinois' fiscal year runs from July 1 -June 30 and includes a lapse period. Lapse Period is
defined as the two-month period ending August 31 during which obligations outstanding at
June 30 may be liquidated under provisions of Section 25 of the Finance Act.
ISBE expects to have all FY 2010 State expenditures used in determining the level of
State support for MOE purposes vouchered by June 30, 2010. However, due to cash
availability issues, it is expected that the State's Comptroller will not issue warrants for at
least a portion of these vouchers until following the end of the fiscal year (June 30) and
some may not be paid by the end of the current lapse period (August 31).
There is proposed legislation in the Illinois General Assembly to extend the end of the
fiscal year lapse period from August 31 to potentially December 31. This will allow the
State to continue making FY 201 0 payments through calendar year end and vendors will
not be requirement to proceed to court of claims in order to obtain payments for FY 2010.
Our questions are:
1.) To fulfill MOE requirements , does Illinois need to just voucher payments by June
30 for the vouchered amounts to be included in the amount of State level support? Or
does a warrant need to be issued and the funds in LEA's hands by June 30?
2.) Can amounts vouched in FY 2010 and paid in the FY 2010 lapse period (July 1 -
August 31) be included in the amount of State
level support when making the MOE determination for FY 201 0?
3.) What happens if Illinois extends the FY 2010 lapse period past August 31 , can
amounts paid in the extended lapse period be included in the amount of State level
support when making the MOE determination for FY 201 0?
4.) Do the responses to these MOE questions change dependent on the program?
We are considering the impact on ARRA SFSF MOE, Title I Part A /ESEA programs MOE,
Career and Technical Education (Perkins) MOE, Special Education MOE.
We have had a recent monitoring visit on the Perkins grant and their interpretation was
very strict regarding expenditures and fiscal year definition.
We appreciate ED's consideration of these questions and look forward to any insight or
guidance you can provide.
laura McClintock
693-6077
Here n now public radio
RE: Public Radio Query
From:
Sent:
To:
Subject:
Hathi, Hiteshkumar M [hmhathi@bu.edu]
Sunday, June 20, 2010 10:40 PM
Shireman, Bob
RE: Public Radio Query
Monday at 3:00 is perfect. Sorry to say this is a prep., but would love to fix a time then
for the actual taping.
424 5/3/2011 11:38 AM
FOIA Page 933
Monday
hiitesh
From: Shireman, Bob [Bob.Shireman@ed.gov]
Sent: Saturday, June 19, 2010 3:27PM
To: Hathi, Hiteshkumar M
Cc: Hamilton, Justin
Subject: Re: Public Radio Query
How aboput Monday afternoon about 3? Is this a prep discussion or a taped interview?
From: Hathi, Hiteshkumar M <hmhathi@bu.edu>
To: Shireman, Bob
Sent: Fri Jun 18 15:06:09 2010
Subject: Public Radio Query
Dear Mr. Shireman,
hitesh hathi here, from Here and Now, the national, Noon-hour news magazine on public
radio with host Robin Young.
(I'm coming to you via Liz Willen at the Hechinger Report.)
I'm putting together a segment on the growth of For-Profit Colleges, new regulations
being considered for the industry, and how this relates to
Community Colleges. This would be a feature segment, about
15 minutes, straight interview, no call -in.
Realize that it's a big topic, and really thinking of this as a primer, some basic facts and
definitions and a few things to think about.
Would love to speak with you about it. Happy to ring, or can be reached at 617 358
0236, till which,
Yours,
Hitesh
Program uri : http://www.hereandnow.org/
Uri for list of stations with airtimes: http:/ /www.wbur.org/syndication/?program=Here-
and-Now
425 5/3/2011 11:38 AM
FOIA Page 934
Monday
5:00 PM - 6:00 PM
6:00 PM - 6:15 PM
7:00 PM - 9:00 PM
OPE catch-up-- Bob's office or phone
Check-in w/Zakiya Bob's office
When: Monday, PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Bob's office
---------
OUS dinner w/external stakeholders to discuss support strategies for financially struggling institutions--
Secretary's Conference Room
***Please removed the original hold from your calendar. The dinner will take place from
7pm-9pm.
ED Dinner with Higher Education Thought Leaders
Identifying Strategies and Support for Financially Struggling Institutions
Monday, June 21,2010
7pm-9m, Secretary's Conference Room
Introductory Remarks
Under Secretary Martha Kanter
Key Questions
How do we identify institutions in financial distress, and determine whether or not
they will emerge as healthy institutions?
\'\/hat are strategies that the Department of Education and other institutions can
employ to assist institutions in fmancial distress?
Conclusion
Next Steps
Under Secretary Kanter and Deputy Under Secretary Shireman look fonvard to an engaging
conversation on strategies to suppott fmancially struggling colleges and universities. The
following guests are currently confirmed:
Robert Flanagan, CFO, Spelman Universi ty
Willie Hughey, VP for Business and Finance, Wiley Coll ege
John Palmucci, Treasurer and VP for Finance, Loyola University Maryland
Laurie Sticklemaier, Treasurer and VP for Finance and Business, College of Wooster
Michael Townsley, Special Assistant for Finance to the President, Becker College
Howard W. Bell, President, Bell & Trice Enterprises
Matt Hamill, SVP for Advocacy and Issue Analysis, NACUBO
Anne Gross, VP of regulatory Affairs, NACUBO
Sarah Flanag-an, \TP of Government relations, NAICU
Karen Gross, President, Southern Vermont College
John Wilson, Director for tl1e White House Initiative on HBCUs
Zakiya Smith, Policy Advisor to the Assistant Secretaty for tl1e Office of Policy,
426 5/3/2011 11:38 AM
FOIA Page 935
Monday
I June 22, 2010
Tuesday
All Day
All Day
8:30 AM - 9:30 AM
9:30AM - 10:00 AM
10:00 AM - 11:00 AM
11:30 AM - 12:00 PM
Evaluation, Planning, and Development
James Kvaal, Incoming Deputy Under Secretary of Education
Dan Madzelan, Acting Assistant Secretary of the Office of Postsecondary Education
Lenny Springs, Policy Advisor to the Chief Compliance Officer
Robin Minor, Chief Compliance Officer
Tom Skelly, Acting CFO
Please See Above
Ann out 6/8-25
(US & Canada).
*-*-*-*-*-*-*-*-*-*
OUS Staff Meeting (No MK) -- OUS Conference Room
When: Tuesday, June 22, 2010 8:30AM-9:30AM (GMT-05:00) Eastern Time (US &
Canada).
Where: OUS Conference Room
*-*-*-*-*-*-*-*-*-*
All OUS staff is invited to attend or dial-in remotely at the number below:
866-612-0968 (Dial In)
[mtmJ (Participant Code)
Copy: Ann out 6/8-25
(US & Canada).
*-*-*-*-*-*-*-*-*-*
GE drafting-- 7E312 or 1-877-784-4150 participant passcode[U)JG)J
In place of the GE data call.
check-in w/leigh to review clearance requests -- your office
When: Tuesday, June 22, 2010 11 :30 AM-12:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: your office
427 5/3/2011 11:38 AM
FOIA Page 936
Tuesday
12:00 PM - 1:00 PM
12:00 PM - 1:00 PM
1:00 PM - 2:00 PM
---------
(b) (5) FW: RESCHEDULED: Follow-Up Meeting: -- Department of Education
Building. WDCFB6-7C100
When: Tuesday, June 22, 2010 12:00 PM-1 :00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Department of Education Building, WDCFB6-7C100
---------
(b)(5)
1 ne meeung w111 oe ne1a m me uepl or c.aucauon ou11amg, room 7C"1Uu.
If you are not able to attend in person, please notify the organizer of the meeting (Lauren
Wal izer) and she will send call-in information.
This is a rescheduled meeting that was originally to be held 6/17 at 2pm.
(b) (5)
(b) (5) -- OUS Conference Room
Can we do this Tuesday instead? I'm probably going to take Monday off.
Good morning Brent,
June 21st at lpm will work for Advisory Committee staff to brief Bob on
428 5/3/2011 11:38 AM
FOIA Page 937
Tuesday
2:45 PM - 4:00 PM
the new report. Thanks for your help on this.
Brent
From: Arsenault, Leigh
Sent: Sunday, May 23, 2010 4:58 PM
To: Madoo, Brent G.
Subject: RE: Advisory Committee's June Hearing
Hi Brent,
Yes, that sounds great. How about June 21 at lpm? Thanks for your work
on this!
- Leigh
Office of the Under Secretary
U.S. Department of Education
leigh.arsenault@ed.gov<mailto:Bryce.McKibben@ed.gov>
From: Madoo, Brent G.
To: Arsenault, Leigh
Subject: RE: Advisory Committee's June Hearing
Hi Leigh,
I believe that Bill already spoke to Bob on the phone last week about
the June hearing. However, Bob did mention that he would like to be
briefed on Committee's latest report prior to the hearing. Would Bob be
available for a briefing during the week of June 20th or June 13th ?
I believe the briefing would take about an hour or less and staff would
come to LBJ.
Also, we are preparing materials for the Committee's members, so it
would be help for us to know what specific topics Bob plans to address
during his session. Thank you.
- Brent
Going Away Celebration for Bob Shireman -- LBJ Auditorium
Canada).
Where: LBJ Auditorium
*-*-*-*-*-*-*-*-*-*
Dear Department of Education Staff,
We're looking forward to seeing you at today's event. Reminder: Guests are welcome to
arrive in the LBJ auditorium at 2:45 pm, and the program will begin at 3pm.
If you would like to make a contribution for the event, please see Leigh Arsenault in LBJ
429 5/3/2011 11:38 AM
FOIA Page 938
Tuesday
5:00 PM - 6:00 PM
7:00 PM - 9:00 PM
I June 23, 2010
Wednesday
All Day
All Day
8:00 AM - 8:30 AM
7E304. Thanks so much and we look forward to seeing you there!
Sincerely,
ous
GE data
Staff Outing: Nationals vs KC Royals -- Nationals Stadium (1500 South Capitol St SE)
Canada).
Where: Nationals Stadium (1500 South Capitol St SE)
*-*-*-*-*-*-*-*-*-*
We will be taking a staff outing to see the Nationals play the Kansas City Royals. We did
this last year, and despite a somewhat lackluster performance by both the Nats and the
Pirates, a great time was had by all!
IMPORTANT INFORMATION ABOUT TICKETS:
If you want to come, I need $10 in cash for your ticket by WEDNESDAY, JUNE 2. The
Nationals are requiring us to pay in advance to ensure we keep our block of tickets.
Kids/partners/special friends are very welcome, just so you pay for them.
See you at the ball game.
Please See Above
Ann out 6/8-25
(US & Canada).
*-*-*-*-*-*-*-*-*-*
8:00 - 8:30 Staff Meeting - Communications/Other POCs -- Secretary's Conference Room (OS Managed)
*-*-*-*-*-*-*-*-*-*
430 5/3/2011 11:38 AM
FOIA Page 939
Wednesday
11:00 AM - 12:00 PM
1:00 PM - 2:00 PM
Number: 877-937-6173

Participant Co: j ;II
-- room 222 of EEOB Meeting
When: AM-12:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: room 222 of EEOB
---------
(b)(5)
FW: 1:00-2:00 Executive Meeting-- Arne's Office
When: Wednesday, June 23,20101:00 PM-2:00PM (GMT-05:00) Eastern Time (US &
Canada).
---------
-----Original Appointment--
From: Duncan, Arne
Sent: Monday, December 07, 2009 1:06PM
To: Duncan, Arne; Cunningham, Peter; Kanter, Martha; Miller, Tony; Rogers, Margot;
a
431 5/3/2011 11:38 AM
FOIA Page 940
Wednesday
2:00 PM - 8:30 PM
2:00 PM - 3:00 PM
2:00 PM - 3:00 PM
Rose, Charlie; Ferguson, Keith; Fine, Stephanie; Haro, Adrian; Wiegner, Ashley; Gomez,
Gabriella; Martin, Carmel; Adams, Kristen; Robinson-Kimble, Stephanie; Schmidt, Greg
Subject: 1 :00-2:00 Executive Meeting
When: Wednesday, June 23,20101:00 PM-2:00PM (GMT-05:00) Eastern Time (US &
Canada).
When: Occurs every Wednesday effective 5/12/2010 until 12/15/2010 from 1:00 PM to
2:00 PM (GMT-05:00) Eastern Time (US & Canada).
*-*-*-*-*-*-*-*-*-*
Peter Cunningham
Gaby Gomez
Martha Kanter
Carmel Martin
Tony Miller (he'll be out of the office)
Margot Rogers
Charlie Rose
Conference Line:
877.937.6173
Leader Code - Maut will handle
Participant Code -EimJI
POC:
Briefing Materials (if necessary) - Margot Rogers 401 .1367
Update as of 4/16/10: Gaby Gomez and Carmel Martin were added. Thank you, Tia
OUT
to Annapolis
FAFSA Call -- Conference Call
When: Occurs every Wednesday effective 5/26/2010 from 2:00 PM to 3:00 PM
*-*-*-*-*-*-*-*-*-*
Dial-In Number: 1-888-989-1356
Participant Access Code: [mtmJ
RE: Public Radio Query/ 3:00 -- NPR studio?
If okay with Justin.
432 5/3/2011 11:38 AM
FOIA Page 941
Wednesday
From:
Sent:
To:
Subject:
Thanks.
-----Original Message-----
Hathi, Hiteshkumar M [hmhathi@bu.edu]
Monday, June 21, 2010 2:52PM
Shireman, Bob
RE: Public Radio Query/ 3:00
From: Shireman, Bob [mailto:Bob.Shireman@ed.gov)
Sent: Monday, June 21, 2010 2:46PM
Subject: RE: Public Radio Query/ 3:00
I will call you.
From: Hathi, Hiteshkumar M [mailto:hmhathi@bu.edu)
Sent: Monday, June 21, 2010 2:23 PM
To: Shireman, Bob
Subject: RE: Public Radio Query/ 3:00
Importance: High
Just realizing I don't have a number to ring you at 3:00 today. Would you kindly send?
Or, I can be reached at 617 358 0236, till which,
Yours,
hitesh
From: Hathi, Hiteshkumar M
Sent: Sunday, June 20, 2010 10:40 PM
To: Shireman, Bob
Subject: RE: Public Radio Query
Monday at 3:00 is perfect. Sorry to say this is a prep., but would love to fix a time then
for the actual tapi ng.
hiitesh
From: Shireman, Bob [Bob.Shireman@ed.gov]
Sent: Saturday, June 19, 2010 3:27 PM
433 5/3/2011 11:38 AM
FOIA Page 942
Wednesday
3:00 PM - 3:30 PM
Subject: Re: Public Radio Query
How aboput Monday afternoon about 3? Is this a prep discussion or a taped interview?
From: Hathi, Hiteshkumar M <hmhathi@bu.edu>
To: Shireman, Bob
Sent: Fri Jun 18 15:06:09 2010
Subject: Public Radio Query
Dear Mr. Shireman,
hitesh hathi here, from Here and Now, the national, Noon-hour news magazine on public
radio with host Robin Young.
(I'm coming to you via liz Willen at the Hechinger Report.)
I'm putting together a segment on the growth of For-Profit Colleges, new regulations
being considered for the industry, and how this relates to
Community Colleges. This would be a feature segment, about
15 minutes, straight interview, no call -in.
Realize that it's a big topic, and really thinking of this as a primer, some basic facts and
definitions and a few things to think about.
Would love to speak with you about it. Happy to ring, or can be reached at 617 358
0236, till which,
Yours,
Hitesh
Program uri : http://www.hereandnow.org/
Uri for list of stations with airtimes: http:ljwww.wbur.org/syndication/?program=Here-
and-Now
~ --ConCaii-TBD
~ n e 23, 2010 3:00PM-3:30PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Con Caii-TBD
*-*-*-*-*-*-*-*-*-*
The call-in numbers for this meeting are: 1-866-745-2590
434 5/3/2011 11:38 AM
FOIA Page 943
Wednesday
I June 24, 2010
Thursday
All Day
All Day
8:30AM -9:30AM
9:00 AM - 10:00 AM
11:30 AM - 12:30 PM
1:00 PM - 1:30 PM
Leader: (E)J{g)#
Participant (E)J(g)#
Sorry, some had a conflict. Will3:00 to 3:30 work?
We need to review the latest draft (see attached) of the
(b) (5)
I
Please respond ASAP if you can join in on this ca
Thanks
Jeff
.(b) (5)
Please See Above
Ann out 6/8-25
(US & Canada).
*-*-*-*-*-*-*-*-*-*
Catch up w/FSA -- Bob's office or phone
Picture Day with Arne -- Secretary's Conference Room
When: Thursday, June 24, 2010 9:00 AM-10:00 AM (GMT-05:00) Eastern Time (US &
Canada).
Where: Secretary's Conference Room
*-*-*-*-*-*-*-*-*-*
Arne will be taking individual photos with political appointees. We have scheduled your
office for this time slot. Please arrive as close to 9am as you can.
My Dinner with Andre
~ -- Matt's Office 7W209
~ J u n e 24, 20101:00 PM-1:30PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Matt's Office 7W209
435 5/3/2011 11:38 AM
FOIA Page 944
Thursday
2:00 PM - 2:45 PM
*-*-*-*-*-*-*-*-*-*
2:00-2:45 (b) (5) Note:- will be out of the office)-- Secretary's Conference
Room (OS Managed)
Canada).
---------
Conference Line:
877.937.6173
Leader Code - Mar will handle
Participant Code - ~ _ ! _ I Q J I I
POC:
Briefing Materials (if necessary) - Margot Rogers
436 5/3/2011 11:38 AM
FOIA Page 945
Thursday
6:00 PM - 9:00 PM
I June 25, 2010
Friday
All Day
All Day
All Day
Kirby's event?
Please See Above
Advisory Committee on Student Financial Assitance Hearing --Washington Court Hotel
From: Madoo, Brent G.
Sent: Monday, April 19, 2010 3:37PM
To: Arsenault, Leigh
Subject: Advisory Committee's June Hearing
Dear Leigh,
In a recent conversation with Zakiya Smith from the Office of Planning, Evaluation, and
Policy Development, she mentioned that I should contact you in regard to scheduling for
Deputy Undersecretary Robert Shireman. On Friday, June 25th, the Advisory Committee
on Student Financial Assistance will convene and hold a hearing at the Washington Court
Hotel. The hearing will be devoted to the first annual congressionally mandated report
on the Condi on of Access and Persistence Study. The hearing will also cover issues
related to the Committee's Higher Educa on Regula ons Study and Department of
Education initiatives. The Committee has inquired about the availability of Mr. Shireman
to speak during one session of the hearing that will cover Department of Education
initiatives. Can you please let me know if Mr. Shireman would be interested and willing
to speak at the June 25th hearing? Thank you, I appreciate your help.
Best,
Brent
BrentMadoo
Associate Director
Advisory Committee on Student FinanciaJ Assistance
80 F St. W, Suite 413
Washington, D.C. 20202
202-219-2196
brent.madoo@ed .gov
An independent commi ee
Ann out 6/8-25
(US & Canada).
*-*-*-*-*-*-*-*-*-*
437 5/3/2011 11:38 AM
FOIA Page 946
Friday
9:00 AM - 10:00 AM
10:00 AM - 10:30 AM
10:30 AM - 11:00 AM
11:00 AM - 12:00 PM
Background discussion -- 7E310
Qui Tam briefing -- Georgia's Office 6E341
When: Friday, June 25, 2010 10:00 AM-10:30 AM (GMT-05:00) Eastern Time (US &
Canada).
Where: Georgia's Office 6E341
---------
confirmed: car departs at 1045am
Remarks at Advisory Committee on Student Financial Assistance Heari ng (remarks from 1115am--noon)
-- Washington Court Hotel (Grand Ballroom), 525 New Jersey Avenue NW
ADVISORY COMMITTEE ON STUDENT FINANCIAL
ASSISTANCE
May 24, 2010
Dear Mr. Shireman:
On behalf of the members and staff of the Advisory Committee on Student Financial
Assistance, I would like to thank you for agreeing to participate in the Advisory
Committee's upcoming hearing on June 25, 2010 in Washington DC. The hearing will be
held at the Washington Court Hotel (Grand Ballroom),
525 New Jersey Avenue, NW, from 9:00a.m. until approximately 5:00p.m. This letter
confinns your participation and provides some preliminary information about the session.
This one-day hearing will consist of four sessions that ,.vill focus on: ( 1) the Conm1ittee' s
congressionally requested report entitled, The Rising Price of Inequality; (2) an update
from the Department of Education; (3) progress of the Higher Education Regulation
Study; and (4) a public comment session. We invite you to attend all of the sessions and
join us for lunch, which will be held at the hotel at approximately 12 p.m.
You will be delivering the remarks for Session IT, which will take place from
approxinlately 11:15 a.m.-12:00 p.m. Your patticipation in the hearing is integral ,
because it is important for our members to be aware of Education Department
updates and proposals. We very much look forward to your thoughts and
contributions. We very much look forward to your thoughts and contributions.
In preparation for the hearing, we will need additional materials from you. Those items
are described belov,r:
Biographical Information. Please provide biographical information and an electronic
photo for the hearing program. We wottld appreciate it if you could send this information
immediately, but ask that you send it no later than Tuesday, June 1.
Presentation Materials . We will be equipped to accommodate PowerPoint
438 5/3/2011 11:38 AM
FOIA Page 94 7
Friday
12:00 PM - 12:30 PM
12:30 PM - 1:00 PM
1:00 PM - 1:30 PM
presentations; however, it is not mandatory to utilize a PowerPoint presentation. You
may also submit written remarks to the Advisory Conunittee, but tllis is also not
mandatory. If you do plan to use Power Point and/or submit written remarks, please notify
Committee staff. We would be happy to distribute any presentation materials and/or
written remarks to Advisory Committee members and staff prior to the hearing if we
receive them bv Wednesday, June 16. These materials would be made available to other
panelists and participants following the hearing.
An announcement for the hearing and registration information is also attached. Please
share this information with interested colleagues. A preliminary agenda will be sent in the
next few weeks.
Please let me know if you require any other assistance in anticipation of the hearing.
We look forward to seeing you on the JLme 25
111
!
Sincerely,
Megan McClean
Director of Government Relations
Megan.McClean@ed.gov; 202-219-2220
no car confirmed for return
(b) (5) -or- Dial: 866-731-1731, code:[E)J<:JJI
When: Friday, June 25, 2010 12:30 PM-1:00PM {GMT-05:00) Eastern Time {US &
Canada).
(b) (5)
W h e r e : ~ -or- Dial : 866-731-1731, code: [ti)J(!)JI
Meeting w/Michale McComis, Executive Director of Accrediting Commission of Career Schools and
Colleges -- OUS Conference Room
Canada).
*-*-*-*-*-*-*-*-*-*
Michale McComis would like to discuss ACCSC's current accreditation process, the issue
of accreditation more generally and your thoughts on how to strengthen the
EO/State/Accreditation relationship.
Michale McComis, ACCSC's Executive Director, has served on two of the most recent
negotiated rulemaking panels - the one on accreditation earlier in 2009 and then the most
recent panel on Program Integrity. Georgia confirmed that there is no issue in terms of
439 5/3/2011 11:38 AM
FOIA Page 948
Friday
1:30 PM - 2:30 PM
1:30 PM - 2:30 PM
2:40 PM - 3:00 PM
3:00 PM - 5:00 PM
3:00 PM - 5:00 PM
3:00 PM - 4:00 PM
5:00 PM - 9:00 PM
this meeting taking place.
Are there others who should be invited?
GE drafting-- 7C100 or 1-877-784-4150 participant passcodetmJBI
lunchw/Amy
Will look for a new time. Bob is very sad to cancel
confirmed: depart for One Dupont-- Primary driver: leon Chapman 202-557-1752
Date: June 25
From: LBJ
To: One Dupont Circle NW
Time: 240pm
Briefing on the Program Integrity package for ACE and groups-- NCHE Conference Rooms A/B/C
ACE is helping to coordinate the briefings. John, Kathleen said you would be out of the
office but I wanted to be sure to share the invitation with you too.
Briefing on the Program Integrity package for ACE and groups-- One Dupont NCHE Conference Rooms
A/B/C
Peter Groff Farewell -- 400 Maryland Avenue SW
Canada).
Where: 400 Maryland Avenue SW
*-*-*-*-*-*-*-*-*-*
Please join the Education Center in bidding Peter good bye from the Department of
Education. We wanted to carve out some time to bid our "Senator Director" good bye.
Please stop by for snacks and cake on Friday. For those of you at other centers please let
me know if you can attend by COB Thursday.
Heather Foster, Michael Robbins, Ken Bedell
Home
440 5/3/2011 11:38 AM
FOIA Page 949
I June 26, 2010
Saturday
All Day
I June 27, 2010
Sunday
All Day
I June 28, 2010
Monday
All Day
8:00 AM - 8:30 AM
10:00 AM - 10:30 AM
10:00 AM - 10:30 AM
10:30 AM - 11:00 AM
Please See Above
Please See Above
Please See Above
*-*-*-*-*-*-*-*-*-*
Number: 877-937-6173

Participant Co f: j jll
Room 8125
When: Monday, June 28, 2010 10:00 AM-10:30 AM (GMT-05:00) Eastern Time (US &
Canada).
Where: PCP Room 8125
Phone number- 245-6949.
Room 8125
When: Monday, June 28, 2010 10:00 AM-10:30 AM (GMT-05:00) Eastern Time (US &
Canada).
Call with Hill Big 4 higher ed staff-- Conference call1-877-952-3414
When: Occurs every Monday effective 8/3/2009 from 10:30 AM (GMT-05:00)
Eastern Time (US & Canada).
Where: Conference call1-877-952-3414 codetmJG)J
441 5/3/201111: 38 AM
FOIA Page 950
Monday
11:30 AM 12:00 PM
12:00 PM 6:00 PM
*-*-*-*-*-*-*-*-*-*
confirmed: car departs from LBJ at 1140am for Potenza from basement
REQUEST FOR TRANSPORTATION SERVICES
Departure
Date: June 28
Traveler's name: Bob ShiremanjJames Kvaal
From: LBJ
To: Potenza 15th and H
Time: 1140am
Return
Date: June 28
Traveler's name: James Kvaal
From: Potenza 15th and H
To: LBJ
Time: 115pm
DO NOT SCHEDULE
From: McGuire, MaryEllen C. (b) (6)
Sent: Thursday, June 17, 2010 1:14PM
To: Shireman, Bob
Subject: RE: lunch
@who.eop.gov)
How about noon on the 28
1
h at Potenza (www.potenzadc.com). It's
fabulous Italian.
442 5/3/2011 11:38 AM
FOIA Page 951
Monday
12:00 PM-1:30PM
From: Shireman, Bob [mailto:Bob.Shireman@ed.gov]
Sent: Thursday, June 17, 2010 11:59 AM
To: McGuire, MaryEllen C.
Subject: RE: lunch
I am being excessively feted! But I might as well take advantage of it while
I can. The week of the 28
1
h I could do lunch any day except Tuesday. Let
me know.
From: McGuire, MaryEllen C. [-
IW@who.eop.gov]
en:ursday, June 17, 2010 11:39AM
To: Shireman, Bob
Subject: lunch
Or there days next week or the week after that you can do lunch with your
EOP friends?
MaryEllen McGuire, PhD
Senior Advisor for Education
White House Domestic Policy Council
Canceled: Going away lunch for Bob Shireman -- Potenza 15th and H
I'm making the reservation at one before I leave for the hill so please let me
know if you haven't responded yet. So far I have Roberto, Steve, Alejandro,
James, Brian and Terrell for a total of 8 (+Bob & me).
443 5/3/2011 11:38 AM
FOIA Page 952
Monday
12:00 PM - 1:30 PM
Please join DPC in wishing well to our friend and colleague Bob Shireman as he
leaves us for sunny California and the promise of a more relaxing life!
Please RSVP by Friday so that I can make a reservation. Having said that, I realize
all of our schedules are prone to change at any moment!
If I've mistakenly left anyone off this list feel free to forward .
Best, MaryEllen
FW: Going away lunch for Bob Shireman -- Potenza 15th and H
When: Monday, June 28, 2010 12:00 PM-1:30PM {GMT-05:00) Eastern Time {US &
Canada).
Where: Potenza 15th and H
From: McGuire, MaryEllen C. L m 2 i l l ~ D ~
Sent: Thursday, June 24, 2010 10:57 AM
To: 'Rodriguez, Roberto J.'; 'Robinson, Steven J.'; 'Singiser, Dana E. '; 'Loeb, Emily M.';
'Perez, Alejandro'; 'Gordon, Robert M.'; 'Rouse, Cecilia E.'; Kvaal, James; 'Higginbottom,
Heather A.'; 'White, Kirsten B.'; 'Levine, Brian S.'; 'McSweeny, Terrell P.'; 'McGuire,
MaryEllen c.'
Subject: Going away lunch for Bob Shireman
Canada).
Canada).
---------
444 5/3/2011 11:38 AM
FOIA Page 953
Monday
2:30 PM - 3:00 PM
3:00 PM - 4.:00 PM
3:00 PM - 3:30 PM
3:00 PM - 3:30 PM
I'm making the reservation at one before I leave for the hill so please let me know if you
haven't responded yet. So far I have Roberto, Steve, Alejandro, James, Brian and Terrell
for a total of 8 (+Bob & me).
Please join DPC in wishing well to our friend and colleague Bob Shireman as he leaves us
for sunny California and the promise of a more relaxing life!
Please RSVP by Friday so that I can make a reservation. Having said that, I realize all of
our schedules are prone to change at any moment!
If I've mistakenly left anyone off this list feel free to forward.
Best, MaryEllen
to PCP
On GE.
Key Findings from SHEEO SLDS Report-- Kanter's office
Canada).
Where: Kanter's office
*-*-*-*-*-*-*-*-*-*
NCES and SHEEO collaborated on a new report on the status of statewide longitudinal
databases, "Strong Foundations: The State of State Postsecondary Data Systems." Tanya
Garcia/SHEEO, along with Tom Weko and Sharon Boivin, will give OUS an overview of
what they learned. You are welcome to join this meeting if you're interested in learning
more about progress in linking statewide databases.
Porposed Regs -- PCP Room 8125
When: Monday, June 28, 2010 3:00 PM-3:30 PM {GMT-05:00} Eastern Time {US &
Canada}.
Porposed Regs -- PCP Room 8125
When: Monday, June 28, 2010 3:00 PM-3:30 PM (GMT-05:00} Eastern Time (US &
Canada}.
445 5/3/2011 11:38 AM
FOIA Page 954
Monday
4:00 PM - 4:30 PM
4:30 PM - 5:00 PM
Meeting w/Aiex to discuss approvals-- Bob'ss office
When: Occurs every Monday effective 2/1/2010 from 4:00PM to 4:30PM (GMT-05:00)
Where: Bob'ss office
*-*-*-*-*-*-*-*-*-*
To occur weekly- will reschedule as needed.
~ -- Martha's Office
~ n d a y , June 28,2010 4:30PM-5:00PM (GMT-05:00) Eastern Time (US &
Canada).
Note: The GMT offset above does not reflect daylight savi ng time adjustments.
(b)(S)
-Original Message -
From: Miller, Tony
446 5/3/2011 11:38 AM
FOIA Page 955
Monday
5:00 PM - 6:00 PM
6:00 PM - 9:00 PM
To: Kanter, Martha; Shireman, Bob; Kvaal, James; Yuan, Georgia; Ferguson, Keith
Sent: Thu Jun 24 06:32:01 201 0
Subject: Re: Info Request
(b) (5)
Sent using BlackBerry
(b)(5)
OPE catch-up-- Bob's office or phone
Margot's Farewell (w/ updated location) --The Clara Barton, 616 ESt NW (ESt between 6th and 7th St
NW)
Canada).
Where: The Clara Barton, 616 ESt NW (ESt between 6th and 7th St NW)
UPDATE 6/28: **Per my email this a ernoon, the loca on of this party has changed
from The Roo op of 801 Pennsylvania to The Clara Barton at 616 ESt NW. See you
447 5/3/2011 11:38 AM
FOIA Page 956
Monday
I June 29, 2010
Tuesday
All Day
8:00AM - 12:00 PM
8:30 AM - 9:30 AM
shortly, and call Eric Waldo upon arrival: 202-230-2035 (bberry)!**
Due to the potential (and likely) down pour this evening we are going to switch venues
to another bui lding nearby in the same neighborhood. Please see the updated location
with directions below. See you all tonight!
The Clara Barton (E Street between 6th and 7th St NW)
616 E Street NW
Walking there:
Walk up 7th St until you hit E Street (there will be a Starbucks on your right and Jaleo will
be on your left)
Make a right on E Stand the Clara Barton will be on your right, just below the blue
awning. If you walk past the parking garage, you have gone too far.
Metro:
The Clara Barton is closet to Archives-Navy Memorial on the Yellow/Green line. Get on
at L'Enfant Plaza and take the Yellow or Greenline towards Greenbelt/Fort Totten. Get
off the escalator and head north two blocks on 7th St NW toward E street. Make a right
on ESt at the Starbucks and the Clara Barton will be on your right, just below the blue
awning. If you walk past the parking garage, you have gone too far.
Once you are there, please give Eric Waldo a call to let you up to the Game Room.
202-230-2035 (bberry)
617-529-6653 (cell)
Please See Above
Do not schedule
OUS All Staff Meeting -- Martha's Office
When: Occurs the last Tuesday of every 1 month effective 3/30/2010 from 8:30AM to 9:30
AM (GMT-05:00) Eastern Time (US & Canada).
*-*-*-*-*-*-*-*-*-*
448 5/3/2011 11:38 AM
FOIA Page 957
Tuesday
10:00 AM 11:30 AM
12:00 PM 1:00 PM
1:00 PM 2:00 PM
All OUS staff is invited to attend or dial-in remotely at the number below:
866-612-0968 (Dial In)
[CDJWJ (Participant Code)
" On-Campus" Farewell for Margot Secretary's Conference Room
When: Tuesday, June 29, 2010 10:00 AM-11:30 AM {GMT-05:00) Eastern Time {US &
Canada).
All,
Arne wanted to make sure we did a little something here at the office. So, please feel
free to stop by the Secretary's conference room for a late morning pastry.
Thanks,
Adrian
Meeting w/Kay Jacks and George Chin WDCFB6-7E312
When: Tuesday, June 29, 2010 12:00 PM-1:00PM {GMT-05:00) Eastern Time {US &
Canada).
Where: WDCFB6-7E312
This is now scheduled from noon- 1pm. Kay and George have confirmed.
FW: SAFRA Conference Call -- Call In: 202-395-6392 Passcode:[E)JG)JI
From: Emanuel, Elizabeth N. ~ = \ l l l l j
'Bill. Taggart@ed.gov'; 'Leigh.Arsenault@ed.gov'; 'Carmel. Martin@ed.gov';
'Linda.Holland@ed.gov'; Stack, Kathryn B.; Rowe, David; McNeece, Eri n; Lee, Nichol as C.;
449 5/3/2011 11:38 AM
FOIA Page 958
Tuesday
1:00 PM - 2:00 PM
2:30 PM - 3:15 PM
Simpson, Daniel
When: Occurs every 2 weeks on Tuesday effective 6/1/2010 until 8/3/2010 from 1:00
PM to 2:00 PM GMT -0500 {Standard)/ GMT -0400 (Daylight).
Where: Call In: 202-395-6392 Passcode:W)m.
Sending out a new invite for these. The call-in number and time are the same, but they
will only show up on your calendar every other week now.
FW: SAFRA Conference Call-- Call In: 202-395-6392
When: Occurs every 2 weeks on Tuesday effective 6/-mmuntil 813/2010 from 1 :00 PM
to 2:00PM GMT -0500 (Standard) I GMT --ylight).
*-*-*-*-*-*-*-*-*-*
-----Original Appointment---
From: Emanuel, Elizabeth N. [mailto- @omb.eop.gov]
Sent: Wednesday, May 19, 2010 12:
To: Emanuel, Elizabeth N. ; 'David.Bergeron@ed.gov'; 'Dan.Madzelan@ed.gov';
'Biii .Taggart@ed.gov'; 'Leigh.Arsenault@ed.gov'; 'Carmei .Martin@ed.gov';
'Linda.Holland@ed.gov'; Stack, Kathryn B. ; Rowe, David; McNeece, Erin; Lee, Nicholas
C.; Mar, Sharon; Kvaal , James R.; Rodriguez, Roberto J.; McGuire, MaryEllen C.;
'James.Runcie@ed.gov'; Kelly intern, Caitlin G.; Gordon, Robert M. ; Graham, William;
Szabo, Susan; Martin, Phil; Shireman, Bob; Manning, James; Runcie, James; Taggart,
Bill; Holland, Linda; Martin, Carmel; Baker, Jeff; Leith, William; Kane, John; Hurt, John;
Simpson, Daniel
When: Occurs every 2 weeks on Tuesday effective 6/112010 until 813/2010 from 1 :00 PM
to 2:00PM GMT -0500 (Standard) I GMT(.Jaylight).
Sending out a new invite for these. The call-in number and time are the same, but they will
only show up on your calendar every other week now.
2:30-3:15 Executive Meeting/(Note: Gaby will be out of the office} -- Secretarys Conference Room
Canada).
---------
Peter Cunningham
Gaby Gomez (she'll be out of the office)
Martha Kanter
450 5/3/2011 11:38 AM
FOIA Page 959
Tuesday
2:30 PM - 3:00 PM
2:30 PM - 3:00 PM
James Kvaal
Carmel Martin
Tony Miller
Margot Rogers
Charlie Rose
Bob Shireman
Georgia Yuan
Conference Line:
877.937.6173
Leader Code - Mar will handle
Participant Code
POC:
Briefing Materials (if necessary) - Margot Rogers
Update as of 6/25/10: The time of this meeting has been changed from 8:00-8:40 am to
HOLD for call w/liz Arky -- TBD
Canada).
Where: TBD
---------
HOLD for call w/liz Arky --877-784-4150 code:rmim'll
When: Tuesday, June 29, 2010 2:30 (GMT-05:00) Eastern Time (US &
Canada).
Where: 877-784-4150 code:[E)J(OJ
---------
1-877-784-4150
leader passcode[mi(g)
451 5/3/2011 11:38 AM
FOIA Page 960
Tuesday
3:00 PM - 3:30 PM
3:30 PM - 4:00 PM
4:00 PM - 8:00 PM
participant passcode[E)JG)J
Meeting w/Kay Jacks and George Chin re two Pells -- WDCFB6-7E312
Confirmed call w/liz Arky-- 877-784-4150 code:[G)IQJ
When: Tuesday, June 29, 2010 3:30PM-4:00PM (GMT-05:00) Eastern Time {US &
Canada).
Where: 877-784-4150 code:amJI
1-877-784-4150
leader
participant passcod;(O):mJ
White House Event for Political Appointees
From:
Sent:
To:
Andersen, Susie
Monday, June 07, 2010 3:03 PM
Abrevaya, Sandra; Adams, Kristen; Ahuja, Kiran; Ali, Russlynn;
Andersen, Susie; Anderson, Jo; Annino, Angelica; Arsenault,
Leigh; Asfaw, Alula; Aylward, Rayna; Barrett, Tarik; Bedell,
Kenneth; Benarroch, Taryn; Bendor, Joshua; Bold, Marisa;
Borders, Tia; Cator, Karen; Ceja, Alejandra; Chapman, Katy;
Chen, Miya Saika; Chong, Frank; Cummings, Glenn;
Cunningham, Peter; Dann-Messier, Brenda; Darnieder, Greg;
Diamant, Shannon; Dunbar, Adrienne; Duporte, Franklyn;
Duran, Maribel; Easton, John; Ferguson, Keith; Fine,
Stephanie; Fingland, Jodie; Foster, Heather; Gomez, Gabriella;
Gran, Jackie; Grant, Elizabeth; Groff, Peter; Hamilton, Justin;
Haro, Adrian; Harper, Kristen; Harris, Carl; Hawley, Hannah;
Hicks, Steven; Hoekstra, Jason; Hoff, David; Horwich, Lloyd;
Immerman, Suzanne; Jawanda, William; Jennings, Kevin;
Jones, Jacqueline; Jones, Kandace; Jordan, Stacey; Kanter,
452 5/3/2011 11:38 AM
FOIA Page 961
Tuesday
Cc:
Subject:
Martha; Lach, Michael; Lagdameo, Christina; Laitinen, Amy;
Lamb, Michael; LaRocque, Matthew; Lee, Eddie; Lewis, Andre;
Liao, Kevin; Liepa, Hillary; Lowenstein, Lauren; Mansukhani,
Sunil; Martin, Carmel; Martin, Phil; Martinez, Crystal;
Martinez-Blanco, Frankie; Means, Steven; Melendez, Thelma;
Miceli, Julie; Midgley, Steve; Miles, Emily; Miller, Tony;
Mitchell, Donald; Montoya Tansey, Hallie; Morton, Kim;
Muenzer, Melanie; Myers, Sam; Myers, Vicki; O'Bergh, Jon;
Pearson, Scott; Perlmutter, Alexis; Pestronk, Jefferson;
Phillips, Nia; Piche, Dianne M.; Plotkin, Hal; Policelli, Maura;
Posny, Alexa; Ragland, William; Retana, Alberto; Rico, Jose;
Ritsch, Massie; Roark, Michael; Robbins, Michael; Robinson,
Steve; Robinson, Steve; Rocha, Elena; Rogers, Margot; Rose,
Charlie; Ruttledge, Lynnae; Salk, Sam; Sandoval, Gabriel;
Schmidt, Greg; Schubert, Martin; Sepulveda, Juan; Shah,
Shivam Mallick; Shelton, Betsy; Shelton, Jim; Shireman, Bob;
Smith, Zakiya; Snyder, Jason; Solomon, Cathy; Soto, Ricardo;
Spellman, Rene; Sprow, Stephanie; Tobin, Katherine; Tuten,
Tim; Utrup, Elizabeth; Vadehra, Emma; Vaupel, Jon; Waldo,
Eric; Waller, Jen; Webb de Macias, Carolyn; Weiss, Joanne;
Whalen, Ann; White, John; Whitman, David; Wiegner, Ashley;
Wilson, John; Winters, Shannon; Wurtzel, Judy; Yale, Matt;
Young, Kathryn; Young, Margaret; Young, Nicole; Yu, Donald;
Yuan, Georgia; Yudin, Michael
Eger, William
REMINDER - RSVP Due Today - White House Event for Political
Appointees
Hello Everyone- Just a reminder that RSVPs for the June 29 event at the
White House are due today at close of business.
Thanks!
Susie
From: Andersen, Susie
Sent: Wednesday, June 02, 2010 4:05 PM
Subject: An Invitation from the White House to Political Appointees
Dear Colleagues -
453 5/3/2011 11:38 AM
FOIA Page 962
Tuesday
On behalf of the President and First Lady, I am pleased to invite you and
one guest to a Summer Event for political appointees on the South Lawn
of the White House on Tuesday, June 29th from 5:00 pm - 7:00
pm. Please note that doors open at 3:00pm and you must be on site by
5:00 pm when the doors close and the event begins.
To RSVP for yourself, please e-mail William Eger (william.eger@ed.gov)
by close of busi ness this coming Monday, June 7. If you plan to bring
a guest, we will need your guest' s vital information also by close of
business on Monday June 7 to submit to security. Please note that
because the Department of Education prohibits the transmission of vital
information by e-mail , you will need to do this by telephone. Please call
Will at (202) 453-7130 with the following information for your guest:
Full name including middle name or middle initial
Social Security number
Date of birth
Country of citizenship
If you are unable to get through to Will , you can call Hal lie at (202)
205-9661 . Voicemai ls with the information are also fine. We already have
your personal information, so there is no need to include those-this is
only for your guest.
This is sure to be a fantastic event and we hope that you are able to come!
Thanks!
Susie
454 5/3/2011 11:38 AM
FOIA Page 963
Tuesday
I June 30, 2010
Wednesday
All Day
8:00 AM - 10:30 AM
8:00 AM - 8:45 AM
8:00 AM - 8:30 AM
Please See Above
Don't schedule
Pack up home and/or office.
Pre-meet for Ed & labor Meeting-- 112F3 in UCP or call877-680-1959 code:rmlmJ
When: Wednesday, June 30, 2010 8:00AM-8:45AM (GMT-05:00;rastefn Time (US &
Canada).
Where: 112F3 in UCP or call877-680-1959 code:tmmJ
*- *- *- *- *- *- *- *- *- *
*- *-*- *-*- *-*- *-*- *
2/12 Communications and Other POCs weeks shifted through the end of the year.
Number: 877-937-6173

Partici pant Co: j iJI
Feb 17 - Other POCs
March 1 0 - Communications
March 24 - Communications
Apri l ? - Communications
Apri l 14 - Other POCs
April 21 - Communications
April28 - Other POCs
May 12 - Other POCs
May 26 - Other POCs
June 9 - Other POCs
June 23 - Other POCs
July 7 - Other POCs
455 5/3/2011 11:38 AM
FOIA Page 964
Wednesday
8:00 AM - 8:30 AM
July 21 - Other POCs
August 11 - Communications
August 25- Communications
November 3 - Communications
November 1 0 - Other POCs
November 17 - Communicati ons
November 24 - Canceled - Day before Thanksgiving
December 29 - Canceled
When: Occurs every Wednesday effective 6/3/2009 from 8:00AM to 8:30 AM
*-*-*-*-*-*-*-*-*-*
Number: 877-937-6173

Participant Co%: j
456 5/3/2011 11:38 AM
FOIA Page 965
Wednesday
8:30AM -9:30AM
9:00 AM - 9:30 AM
12:00 PM - 1:00 PM
2:00 PM - 3:00 PM
Pre-meet for Ed & Labor Meeting-- 112F3 in UCP or ca118n-680-1959 code:rmlmJ
When: Wednesday, June 30, 2010 8:30AM-9:30AM (GMT-OS:OO}"Ei'Srei"n Time (US &
Canada).
Where: 112F3 in UCP or call877-680-1959 code:tmJm
*-*-*-*-*-*-*-*-*-*
FW: CONFIRMED-- Eduardo Ochoa Swearing In-- LBJ-7E307
When: Wednesday, June 30, 2010 9:00AM-9:30AM (GMT-05:00) Eastern Time (US &
Canada).
Where: LBJ-7E307
From: Andersen, Susie
Sent: Tuesday, June 29, 2010 11:04 AM
To: Andersen, Susie; Kanter, Martha; Varnon, Winona; Kvaal, James; Madzelan, Dan;
Bergeron, David; Lewis, Andre; Picoult, Francine; Pultz, Mary Beth; Gomes, Kristy;
Ferguson, Keith
Subject: CONFIRMED-- Eduardo Ochoa Swearing In
Canada).
Where: LBJ-7E307
Canada).
Where: LBJ-7E307
Thanks to all of you for your patience as we finalized this date and time.
lunch
Does tomorrow work for you? I think I'll be available, I hope.
Update- Bob's place
ihave a UHaul-caused delay. Can we do tomorrow?
457 5/3/2011 11:38 AM
FOIA Page 966
I July 01, 2010
Thursday
12:00 AM - 12:00 AM
All Day
8:30 AM - 9:30 AM
8:30 AM - 9:00 AM
11:45 AM - 1:15 PM
12:00 PM - 1:00 PM
1:00 PM - 1:30 PM
1:00 PM - 1:30 PM
Please See Above
Don't schedule
Pack up home and/or office
Catch up w/FSA -- Bob's office or phone
FSA '"""''"K''"-- by phone: 1-877-784-4150 leader passcodetmJBI participant passcodetmiBJ
Leigh's
: onference Li ne.vc
lunch-- TBD
When: Thursday, July 01, 2010 11:45 AM-1:15 PM (GMT-05:00) Eastern Time {US &
Canada).
Where: TBD
lunch
rollout -- 7E303
When: Thursday, July 01, 2010 1:00PM-1:30PM {GMT-05:00) Eastern Time {US &
Canada).
Where: 7E303
rollout -- 7E303
When: Thursday, July 01, 2010 1:00PM-1:30PM {GMT-05:00) Eastern Time (US &
Canada).
Where: 7E303
458 5/3/2011 11:38 AM
FOIA Page 967
I July 01, 2010 Continued
Thursday
3:30 PM - 4:30 PM (b) (5) -- *OGC's Library Conf. Room 6e251
When: Thursday, July 01, 2010 3:30PM-4:30PM (GMT-05:00) Eastern Time (US &
Canada).
Where: *OGC's Library Conf. Room 6e251
Location: OGC's Library Conf. Room 6e251 - LBJ Bldg.
Call in line
1-866-836-3443
Leader 160-6208
Participant[Q)JmJ
[Ch)(1s/u eetiuo: ic: c:cheduled uihr it looked like almost everyone couJd make it.
3: 30 PM - 4:30 PM
3:30 PM - 4:30 PM
(b) (5) -- *OGC's Library Conf. Room 6e251
When: Thursday, July 01, 2010 3:30 PM-4:30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: *OGC's Library Cont. Room 6e251
Note: The GMT offset above does not reflect daylight saving t ime adjust ments.
Location: OGC' s Library Conf. Room 6e251- LBJ Bldg.
Call in line
1-866-836-3443
Leader 160-6208
Participant[E)J(OJ
Eneetin ;, <ch-:1" it looked like almost everyone could make it.
*OGC"s Library Conf. Room 6e251
6e251 - LBJ Bldg.
Call in line
1-866-836-3443
Leader 160-6208
ParticipanttmmJI
T
459 5/3/2011 11:38 AM
FOIA Page 968
Thursday
[ZO! Tbis.maetinrus..scheduled..w, it looked like almost everyone could make it. ~
(b)(5)
5:00 PM - 6:00 PM
6:00 PM - 8:00 PM
I July 02, 2010
Friday
All Day
8:00 AM - 8:30 AM
8:30AM -9:30AM
10:00 AM - 10:30 AM
12:00 PM - 1:00 PM
1:00 PM - 1:30 PM
OPE catch-up-- Bob's office
Dinner -- Tbd
Don't schedule
Pack up home and/or office
8:00- 8:30 Staff Meeting - Other topics-- Secretary's Conference Room (OS Managed)
When: Occurs every Friday effective 3/5/2010 from 8:00AM to 8:30AM (GMT-05:00)
*-*-*-*-*-*-*-*-*-*
Dial-In Information:
Number: 877-937-6173
Participant Code:tmJGJ
Updated: Trying again-- Firehook on 17th below K
One last time
Meeting w/Cyndy Littlefield and AJCU's Perkins loan Working Group-- WDCFB6-7E312
She would like to provide an update of thei r work and wi l l send a list of attendees later
this week. Please let me know if there are others would should invite- perhaps OVAE
representatives?
Thanks!
lunch
(b) (5) --by phone: 1-877-784-4150 participant passcodetmJBJ
When: Friday, July 02, 2010 1:00 PM-1:30 PM (GMT-05:00) Eastern Time (US & Canada).
Where: by phone: 1-877-784-4150 participant passcode[ti)J(!)J
Leigh's
:onference Line.vc
FOIA Page 969
Friday
1:00 PM - 1:30 PM
1:15 PM - 2:00 PM
(b) (5) --by phone: 1-877-784-4150 participant passcode[O)JQJ
When: Friday, July 02, 2010 1:00PM-1:30PM (GMT-05:00) East ern Ti me (US & Canada).
Where: by phone: 1-877-784-4150 participant passcodetmi(QJ
Leigh's
:onference Line.vc
1 : 1 5 - 2 : 0 0 ~ -- Secretarys Conference Room (OS Managed)
When: ~ : 1 5 PM-2:00PM (GMT-05:00) Eastern Time (US & Canada).
---------
Conference Line:
877.937.6173
Leader Code - Massie will handle
Participant Code -tmm.
POC:
461 5/3/2011 11:38 AM
FOIA Page 970
Friday
3:00 PM - 4:00 PM
3:00 PM - 4:00 PM
4:00 PM - 4:30 PM
Analysis Working Group Discussion -- WDCFB6-7C100 or 1-877-784-4150 leader passcodetmJ(f)J
participant passcode[mJ(91
Where: WDCFB6-7C100 or 1-877-784-4150 leader passcodeplilll participant
passcodetmi(9J
We need to reschedule due to a Secretary scheduling change, but would like this
meeting to happen this week, in-person, if possible.
Looks like this works for all on the scheduling assistant. Please let me know if you need
a change.
Analysis Working Group Discussion -- WDCFB6-7C100 or 1-877-784-4150 leader passcodetmJ(f)J
participant passcodetti)JG)J
Where: WDCFB6-7C100 or 1-877-784-4150 leader passcodetmJG}J participant
passcodetmi(9J
We need to reschedule due to a Secretary scheduling change, but would like this
meeting to happen this week, in-person, if possible.
Looks like this works for all on the scheduling assistant. Please let me know if you need
a change.
(b) (5) --by phone: 1-877-784-4150 participant passcode[G)JG)JI
Where: by phone: 1-877-784-4150 participant passcodeW)J(i)J
Leigh's
:onference Line.vc
462 5/3/2011 11:38 AM
FOIA Page 971
Friday
4:00 PM - 4:30 PM
5:00 PM - 6:00 PM
5:00 PM - 6:00 PM
(b) (5) --by phone: 1-877-784-4150 participant passcode[O)JQJ
Where: by phone: 1-877-784-4150 participant passcodetmi(QJ
Leigh's
:onference Line.vc
(b) (5) --by phone: 1-877-784-4150 participant passcodetmJG}J
When: Friday, July 02, 2010 5:00PM-6:00PM (GMT-05:00) Eastern Time (US & Canada).
Where: by phone: 1-877-784-4150 participant passcode[ti)IO)J
please hold: (b) (5)
463 5/3/2011 11:38 AM
FOIA Page 972
I July 01. 2010
Thursday
8:30 AM - 9:00AM
9:00 AM - 9:30AM
9:30 AM - 10:15 AM
Kvaal, James
FSA check-in-- by phone: 1-877-784-4150 leader passcodete)mJ participant passcode[E)M
When: Thursday, July 01, 2010 8:30AM-9:00AM (GMT-05:00) Eastern Time (US &
Canada).
Where: by phone: 1-877-784-4150 leader passcode[li)Jml participant passcode
[ij)Iml
Leigh's
:onference Line.vc
Updated: 9:00-9:30 Meeting w/Martha Kanter, James Kvaal and Carmel Martin/Re: ECASLA l oan Program
-- Arne's Office
When: Thursday, July 01, 2010 9:00AM-9:30AM (GMT-05:00) Eastern Time (US &
Canada).
I nternal Staff Attending:
Martha Kanter
JamesKvaal
Carmel Mart1n
Update as of 6/30/10 at 5:59pm: Carmel and Tony were added. Thanks, Tia
Calion (b) (5) -- BRIDGE NUMBER: 202-395-6392tmJB
Dear team:
Given that fol ks were rushing to get to picnic, I spoke to Jane about a follow-up
call this Thursday to specifically (b) (5)
4/22/2011 9:13AM
FOIA Page 973
I July 01. 2010 Continued
Thursday
10:30 AM - 11:00 AM
Kvaal, James
Thanks for quick scheduling by Jane's office, we are on for tomorrow!
Kumar
Call w/liz Arky and lisa Mascolo (Ac.c.enture)-- 877-680-1959 code:[G)JG)J
When: Thursday, July 01, 2010 10:30 AM-11:00 AM (GMT-05:00} Eastern Time {US &
Canada}.
Where: 877-680-1959 code:[U'JJUJI
Lisa M. Mascolo
Managing Director- Accenture US Federal Health & Public Service
Lisa Mascolo is the managing director for Accenture's US Federal Health &Public Service business.
In this role she has overall responsibility for Accenture's work with the US Federal government,
including Civilian, Defense and the Intelligence sectors.
Prior to being appointed to her current role in September 2009, Ms. Mascolo was the US country
managing director for Accenture. In this role, she was responsible for our US business, coordinating
Accenture's activities in Consulting, Technology and Outsourcing in the United States. Prior to her
role as country managing director, Ms. Mascolo served as the group chief executive of Accenture's
Public Service operating group, with overall responsibility for Accenture's services to governments
and other public service organizations in the defense, education, public health, human services,
immigration, justice and public safety, revenue and postal sectors.
Ms. Mascolo has more than 27 years of experience with a broad range of governments and other
public service organizations. Previous roles include managing director of Accenture's USA
Government operating unit, with responsibility for Accenture's Federal and State & Local business.
Before holding that position, Ms. Mascolo was managing partner of Accenture's US Federal
Government business, with responsibility for Accenture's business with U.S. Federal , civilian and
defense agencies and the United States Postal Service.
In 2005 Ms. Mascolo was named one of the 25 most influential women in Washington in the
Washington Business Journafs 2005 "Women Who Mean Business" issue. She currently serves as
the President of the board of directors of the Accenture Foundation, serves on the oversight council
of Accenture Development Partnerships, and is a member of the Points of Light Insti tute's Corporate
Service Board. She also serves on the Board of Directors of the US Chamber of Commerce.
2 4/22/2011 9:13AM
FOIA Page 97 4
Thursday
1:00 PM - 1:30 PM
1:30 PM - 2:00 PM
2:00 PM - 2:30 PM
Kvaal, James
Ms. Mascolo joined Accenture in 1982 and became a partner in 1996. She has a bachelor of science
degree in systems planning and management from Stevens Institute of Technology.
rollout -- 7E303
College Savings Foundation-- Secretary's Conference Room (OS Managed)
Canada).
confirmed: car departs LBJ at 215pm for PCP
Departur e
Da te: July 1
No.Ofpassengers: 2
From: LBJ
To: PCP
Time: 215pm
Return
Date: July 1
No.Ofpassengers: 2
From: PCP
To: LBJ
Time: 335pm
3 4/22/2011 9:13AM
FOIA Page 975
Thursday
2:30 PM - 3:30 PM
3:30 PM - 4:00 PM
3:30 PM - 4:30 PM
OIG briefing -- PCP Rm. 8071
confirmed: car departs PCP at 335pm for LBJ
Departure
Date: July 1
No. ers: 2
Updated: -- *OGC's Library Conf. Room 6e251
Location: s 1 rary on . oom 6e251 - LBJ Bldg.
Call in line
1-866-836-3443
Leader 160-6208
Participant[Ela
T
m<>pfi no is: s:chpd!!IPd w h pn it lr oked like almost everyone COUld make
) .,....,
4:00 PM - 4:30 PM
Kvaal, James
No.Ofpassengers: 2
From: PCP
To: LBJ
Time: 335pm
(b) (5) HOLD fo --Judy's Office
When: Thursday, July 01, 2010 4:00PM-4:30PM {GMT-05:00) Eastern Ti me {US &
Canada).
Where: Judy's Office
4 4/22/2011 9:13AM
FOIA Page 976
Thursday
4:30 PM - 5:00 PM
Kvaal, James
Slight time change.
Discussion w/Mark Edwards, Opportunity Nation -- you will call Mark at 617 281 5985
From: "Kvaal, James" <James.Kvaal@ed.gov>
Date: Thu, 17 Jun 2010 17: 18:42 -0500
To: Andrea Kane<akane@thenc.org>;
[$J(gJ@omb.eop.gol.{mJ(gJI@omb.eop.gov>
Cc: medwards@opportunitynation.org<medwards@opportunitynation.org>
Subject: RE: Introduction
Thanks Andrea. Mark I would be glad to talk if you think helpful.
best wishes
James
From: Andrea Kane [mailto:akane@thenc.orgl
Se nt: Thursday, June 17, 2010 3:40 PM
To: riDI'l31l@omb.eoo.gov; Kvaal, James
Cc: 'fiiedWa"rds@opportunitynation.org
Subject: Introduction
Robert and James - I wanted to introduce you to Mark Edwards. He's Executive
Director of OpportunityNation. I f you don't know about it, this is a new campaign of Be
the Change, Inc., a nonprofit organization founded by Alan Khazei in 2007. They are
working to build a national coalition of anti -poverty non-profit organizations, business
leaders, leading thinkers, and grass roots organizations in an effort to bui ld support for
a non-partisan agenda for change. It builds on the Be the Changes ServiceNation
campaign, which culminated in the passage of the Edward M. Kennedy Serve America
Act in the spring of 2009.
Mark recently contacted me as part of a listening tour to better understand the issues
around creating an Opportunity agenda, and in figuring out how they might hel p move
this agenda forward. I thought that some of the lessons from the work John Edwards
did to tackle an ambitious poverty reduction agenda this would be valuable, not to
mention all your other past and current experience/perspective.
5 4/22/2011 9:13AM
FOIA Page 977
Thursday
5:00 PM - 6:00 PM
6:00 PM - 6:30 PM
6:30 PM - 7:30 PM
July 02, 2010
Friday
8:30 AM - 9:30 AM
9:00 AM - 10:00 AM
Kvaal, James
I realize you're both incredibly busy so hope you will be able to find 30 minutes to chat
with Mark.
His contact info is below.
********************************
Mark Edwards
Executive Director I OpportunityNation
Be the Change, Inc.
medwards@opoortunitynation .orq <mailto: medwards@opportunitynation .orq >
main: 617-252-2703
cell: 617-281-5985
Take care,
Andrea Kane
Senior Director of Policy and Partnerships
National Campaign to Prevent Teen and Unplanned Pregnancy
1776 Massachusetts Ave NW, # 200
Ph: 202-478-8554, Fax: 202-478-8588
akane@thenc.org <mailto:akane@thenc.org>
www. TheNationa ICa mpa ig n. orq <http://www. thenat ionalca mpaiqn .ora/>
www.stayteen.org <http://www.stayteen.org/>
blog.thenationalcampaign.org/
VFA discussion -- OUS conference room or phone
Travel
Stan Jones -- Fire and Sage, 12th and H
Updated: Trying again - Firehook on 17th below K
One last time
Copy: ED-WH Weekly Call -- Call-In (see below)
When: Occurs every Friday effective 10/23/2009 from 9:00AM to 10:00 AM (GMT-05:00)
Where: Call -In (see below}
Note: The GMT offset above does not reflect daylight saving ti me adjustments.
Please reserve this time for our weekly check-in, on Fridays from 9-10 a.m.
Please note NEW call -in information:
Call-In Number: 395.6392
Code: mmJ
6 4/22/2011 9:13AM
FOIA Page 978
Friday
10:00 AM - 10:30 AM
2:30 PM - 3:00 PM
3:00 PM - 4:00 PM
Kvaal, James
Thanks,
Roberto
Meeting w/Cyndy littlefield and AJCU's Perkins Loan Working Group-- WDCFB6-7E312
When: Friday, July 02, 2010 10:00 AM-10:30 AM (GMT-05:00) Eastern Time (US &
Canada).
Where: WDCFB6-7E312
List of Attendees from AJCU's Perkins Working Group:
Cyndy Littlefield, AJCU
Becky Timmons, ACE
Sarah Flanagan, NAICU
Maureen Budetti, NAICU
Mollie Benz. AAU
Sang Han, APLU
Ted Bracken, COFHE
Scott Fleming, Georgetown University
Cindy Bank, University of Michigan
Suzanne Day, Harvard University.
Thanks!
2:30-3:00 Meet & Greet w/New Staff, Joanne Weiss, Matt Yale, Susie Andersen and Hallie
Montoya-Tansey-- Arne's Office
When: Friday, July 02, 2010 2:30PM-3:00PM (GMT-05:00) Eastern Time (US &
Canada).
New Staff:
Maggie George, Director, White House Initiative on Tribal Colleges and Universities -
ous
James Kvaal, Senior Advisor- OUS
Gabriel Sandoval, Senior Counsel - OCR
Michael Yudin, Deputy Assistant Secretary for Policy and Strategic Initiatives- OESE
POC:
Analysis Working Group Discussion-- WDCFB6-7C100 or 1-877-784-4150 leader passcode[t:)J(91
participant passcode[U)JG)J
Where: WDCFB6-7C100 or 1-877-784-4150 leader passcode[mmJI participant
passcodetmJGII
7 4/22/2011 9:13AM
FOIA Page 979
Friday
4:15 PM - 5:45 PM
5:00PM-6:00PM
6:00 PM - 7:00 PM
July 06, 2010
Tuesday
12:00 AM - 8:30 AM
9:30 AM - 10:00 AM
11:00 AM - 11:30 AM
Kvaal, James
We need to reschedule due to a Secretary scheduling change, but would like this meeting
to happen this week, in-person, if possible.
Looks like this works for all on the scheduling assistant. Please let me know if you need a
change.
-- EEOB 485 & 202-395-6392;[-
ay, :00) Eastern Time (US &
Canada).
Where: EEOB 485 & 202-395-6392; ~
Note: The GMT offset above does nor :Wec aylight saving time adjustments.
(b) (5)
leave for Shenandoah
Robert
call (b) (5)
Meeting with Chelsey Storin and Andrea Kane, National Campaign t o Prevent Teen and Unplanned
Pregnancy-- WDCFB6-7E312
From: Andrea Kane [mailto:akane@thenc.org]
Sent: Sunday, June 06, 2010 5:39 PM
To: IJI@who.eop.gov; Kvaal, James
Cc: Chelsey Storin
Subject: Congratulations!
James - congratulations on your new role at Department ofEducationt Once you
get settled, I'd like to find a chance talk to you about some of the work we're
doing related to improving retention of community college students through
reducing unplanned pregnancy (i.e. connecting two Administration priorities). I
recently discussed with Robert Gordon and he thought there might be some
opportunities to weave this into future efforts related to AGI, the community
college summit this Fall, etc.
Also, over the next few months, we' re going to be developing a strategic plan for
next steps The National Campaign and other public and private organizations
could take to take this work to the next level. We'd love to get your input and
8 4/22/2011 9:13AM
FOIA Page 980
Tuesday
12:20 PM - 1:30 PM
3:00PM-4:00PM
Kvaal, James
will of course share with you and your colleagues what we recommend.
On a more immediate note, we are planning a meeting for key stakeholders to
provide input on this plan in early October and want to make sure we are mindful
of the timing of the summit. Is there a target date yet? We wouldn' t publicize in
any way - just want to avoid scheduling conflicts.
Many thanks, and I look forward to working with you in your new role
Andrea Kane
Senior Director of Policy and Partnerships
National Campaign to Prevent Teen and Unplanned Pregnancy
1776 Massachusetts Ave NW, #200
Ph: 202-478-8554, Fax: 202-478-8588
akane@thenc. org
www.TheNationaiCampaign.org
www.stayteen.org
blog. thenationa lcampaign.org/
lunch with Don F
Updated: 3:00-4:00 Higher Education leaders Meeting w/Staff --Secretary's Conference Room (OS
Managed)
When: Tuesday, July 06, 201 o 3:00 PM-4:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Martha Kanter
Joanne Weiss
James Kvaal
Eduardo Ochoa
Dan Madzelan
Glenn Cummings
Jim Manning
Carmel Martin
Zakiya Smith
Georgia Yuan {by phone)
Harold Jenkins
External Attendees:
David Warren- President of NAICU
Molly Broad - President of ACE
David Oxtoby- President of AACU
Muriel Howard- President of AASCU
9 4/22/2011 9:13AM
FOIA Page 981
Tuesday
4:00 PM - 4:30 PM
4:00 PM - 5:00 PM
Kvaal, James
George Boggs - President of AACC
Mary F.T. Spilde- (Former as of July 1)Board Chair of AACC
Peter McPherson - President of APLU
Daniel M. Fogel- Board Chair of APLU
Conference Line:
877.937.6173
Leader Code - Keith Ferguson will handle
Participant Code -tmtmJI
POC:
Briefing Materials- Martha Kanter
Update as of 7/2/10: The list of external and internal attendees were updated. Thanks,
Tia
Update as of 6/24/10 at 10:37 am: The conference line info was added. Thank you, Tia
Call w/liz Arky -- 877-680-1959 code:[E)M or Gaby"s office
When: Tuesday, July 06, 2010 4:00PM-4:30PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 877-680-1959 code:[U)JUJJ or Gaby's office
OUS Executive leadership Meeting -- Martha's Office
Canada).
10 4/22/2011 9:13AM
FOIA Page 982
Tuesday
5:30 PM - 6:00 PM
8:00 PM - 9:00 PM
I July 07. 2010
Wednesday
11:55 AM - 11:55 AM
12:00 PM - 1:00 PM
1:30 PM - 2:30 PM
2:30 PM - 3:00 PM
Kvaal, James
As of 6:05pm on 6/20, this meeting wil l take place at 4:00 pm on 7 I 6.
All OUS Executive Leadership is invited to attend or dial-in remotely at the number below:
T-\
Changing time to 5:30 pm.
won't join.
Chief of Staff participation is optional.
Sara M
TONY
(b) (5) --877-680-1959 code:tmJQJ or Gaby's office
When: Wednesday, July 07, 2010 12:00 PM-1:00PM {GMT-05:00) Eastern Time {US &
Canada).
Where: 877-680-1959 code: tmJU)I or Gaby's office
Sara Aviel
(b) (5) --Tony's Office -or- Dial: 866-731-1731, code:[U)mJI
When: Wednesday, July 07, 2010 2:30PM-3:00PM (GMT-05:00) Eastern Time {US &
Canada).
Where: Tony's Office -or- Dial: 866-731-1731, code: tmi0JI
Please let me know.
11 4/22/2011 9:13AM
FOIA Page 983
Wednesday
3:00 PM - 3:30 PM
4:00 PM - 4:30 PM
4:30 PM - 5:00 PM
7:00 PM - 9:00 PM
I July 08, 2010
Thursday
8:30 AM - 9:00AM
9:00 AM - 10:00 AM
Kvaal, James
Thanks.
Elizabeth
Elizabeth A. M. McFadden
Assistant General Counsel for Regulatory Services
Office of the General Counsel
U.S. Department ofEducation
400 Maryland Ave., SW.
Telephone: 202-401-6307; Fax: 202-260-5085
elizabeth.mcfadden@ed. gov
Approvals w Alex-- 7E-303
(b) (5) Meeting; -- 7W101 call in at 641-715-3200, access codetmJe)
When: Wednesday, July 07, 2010 4:00PM-4:30PM (GMT-05:00) Eastern Time (US &
Canada}.
Where: 7W101 call in at 641-715-3200, access codertDJ(D)
Coffee -- TBD
Canada}.
Where: TBD
Nationals Game with NEC
James/Bill meeting -- James calls Bill at 202.377.3003
Going Away Party for Bob Kocher-- EEOB 230A
Hi Alt
12 4/22/2011 9:13AM
FOIA Page 984
Thursday
10:00 AM - 10:30 AM
10:30 AM - 11:00 AM
11:00 AM - 11:30 AM
Kvaal, James
Unfortunately, we have to bid Bob Kocher farewell ... sniff sniff ... on Thursday the
gth at 9am. We all mourn this loss but at least we should send him off right!
If you are coming from outside the complex please send me your full name, DOB
and SSN.
We hope to see you there!
Thanks!
Avra
Monthly Check-in with Martha and Bill-- Martha's Office
When: Occurs the second Thursday of every 1 month effective 2/11/2010 from 8:00AM
to 8:30AM (GMT-05:00} Eastern Time {US & Canada).
Approvals w Alex-- 7E-303
When: Thursday, July 08, 2010 10:30 AM-11:00 AM {GMT-05:00} Eastern Time {US &
Canada}.
Where: 7E-303
Note: The GMT offset above does not reflect daylight saving t ime adjustments.
(b) (5) -- SW100
When: Thursday, July 08, 2010 11:00 AM-11:30 AM (GMT-05:00} Eastern Time (US &
Canada}.
Where: 5W100
13 4/22/2011 9:13AM
FOIA Page 985
Thursday
11:30 AM 12:30 PM
1:00 PM - 1:30 PM
2:00 PM - 4:00 PM
3:00 PM 3:30 PM
3:00 PM - 3:30 PM
Kvaal, James
-- OUS Conference Room (7E312) or
Call w i t h ~
SC100/SC101 (large conference room) or (866) 765-4170 participant
time extended to allow 2 hours for discussion. Materials from EOP attached.
(b) (5) -- SE313
Canada).
Where: 5E313
Update 7/7/2010: This meeting will now take place on Thursday at 3:00.
Update 7/7/2010: Due to conflicting schedules this meeting has been rescheduled for
Monday July 12, 2010 at 4:30
to discuss (b) (5)
Meeting: President Oakley, Long Beach City College OUS Conference Room
Canada).
14 4/22/2011 9:13AM
FOIA Page 986
Thursday
4:00 PM - 4:45 PM
I July 09, 2010
Friday
9:00 AM - 10:00 AM
11:30 AM - 12:00 PM
2:10PM - 2:30PM
2:30 PM - 3:30 PM
July 11, 2010
Sunday
5:00 PM - 6:00 PM
July 12, 2010
Monday
All Day
Kvaal, James
PresidentOakley(J
ul 8.10).doc
LBCP Prog
Rep-digital.pdf
Internal Attendees:
Martha Kanter
-- James' office in LBJ - 7E.310
James Kvaal (invited, likely not available)
..... ..... ...

has been added to this meeting.
When: Occurs every Friday effective 10/23/2009 f rom 9:00AM t o 10:00 AM (GMT-05:00)
East ern Time (US & Canada).
Where: Call-In (see below)
Note: The GMT offset above does not reflect daylight saving t ime adjust ments.
Pl ease reserve this time for our weekly check-in, on Fridays f rom 9-10 a.m.
Please note NEW call-in information:
Call -In Number: 395.6392
Code: [ti)Jml
ExecComm
Thanks,
Roberto
-- Secretary's Dining Room (near Tony's office) or (866) 765-4170 participant passcode
Gainful Employment -- -- (866) 765-4170 participant passcode[E)Jti)J
Cass sunstein
EFC
15 4/22/ 2011 9:13AM
FOIA Page 987
Monday
8:30 AM - 9:00AM
9:00 AM - 9:30 AM
9:30 AM - 11:30 AM
9:30 AM - 10:30 AM
9:30 AM - 11:00 AM
10:20 AM - 10:40 AM
12:00 PM- 12:00 PM
12:30 PM - 1:00 PM
1:00 PM - 1:30 PM
Kvaal, James
travel to EFC from home-- From 11 and U, 96 or X3 toward Mclean Gardens
Keynote presentation at EFC event
Policy Committee
ED panel at EFC conference
Policy Committee-- SE101
When: Occurs every Wednesday effective 5/26/2010 until12/22/2010 from 3:00PM to
5:00
1
PfM (GMT-05:00\ Eastern Time (US & Canada).
trave rom EFC' -- gel tai<i
Where: Secretary s Conference Room
above does not reflect daylight saving time adjustments.
.
stafnng MOttwatver revtews -- James office
When: Monday, July 12, 2010 12:30 PM-1:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: James' office
Wanted to see if you had a minute to chat about how we can best support Karmon in
reviewing the CACG waiver info.
Updated: Hold: WH Prize meeting -- Martha's Office- 7E307
When: Monday, July 12, 2010 1:00 PM-1 :30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Martha's Office - 7E307
16 4/22/2011 9:13AM
FOIA Page 988
Monday
2:00 PM - 2:30 PM
4:30 PM - 6:00 PM
I July 13, 2010
Tuesday
8:30 AM - 9:30AM
Kvaal, James
Career College Association- intro meeting and "broad brushstrokes of [their] concerns" -- LBJ 7E 100
Suzanne Palmer (Dir Gov Relations)
Brian Moran (Exec VP)
Harris Miller (CEO/President)
(b) (5) -- RESCHEDULED and NEW LOCATION--
When: Monday, July 12, 2010 4:30PM-6:00PM (GMT-05:00) Eastern Time (US &
Canada).
Rescheduling to Monday afternoon. Thanks.
Elizabeth
All-
Thank you and please let me know if you have any questions.
Elizabeth
OUS Executive leadership Meeting -- Martha's Office or (866) 612-0968 passcode:[mJG)J
When: Tuesday, July 13, 2010 8:30AM-9:30AM (GMT-05:00) Eastern Time (US &
Canada).
Where: Martha's Office or (866) 612-0968 passcode:[IDJG)J
17 4/22/2011 9:13AM
FOIA Page 989
Tuesday
10:00 AM - 11:30 AM
Kvaal, James
Internal Attendees:
Martha Kanter
James Kvaal
Brenda Dann-Messier
Eduardo Ochoa
Bill Taggart
Ext ernal Attendees:
None
Conference line:
(866) 612-0968
Leader Code: Keit h will handle
Partici pant Code: WJiml
Agenda:
Alex wi ll handle
Brief ing Material s:
None needed
None
The Community College Research Center Briefing with Dr. Thomas Bailey-- The Secretary's Conference
Room
Please join us on Tuesday,
July 13, 2010
10:00 - ll:30 A.M.
The Secretary's Conference
Room
for
based Strategies for Improving
Community College Student Success
18
Dr. Thomas Bailey,
George and Abby O'Neill
Professor of
Economics and Education
Director, The Community
4/22/ 2011 9:13AM
FOIA Page 990
Tuesday
11:00 AM - 11:30 AM
12:00 PM - 12:30 PM
Kvaal, James
College Research Center &
The ational Center for
Postsecondary Research
Teacher's College, Colwnbia
Universi ty
Meeting with Jennifer Engle. director of higher ed programs at The Education Trust -- OUS Conference
Room
When: Tuesday, July 13, 2010 11:00 AM-11:30 AM (GMT-05:00} Eastern Time (US &
Canada).
From: Kate Tramble [mailto:KTromble@edtrust.orgl
Sent: Tuesday, June 15, 2010 11:29 AM
To: Kvaal, James
Subject: Hello
James,
Congratulations on your new position at the Department. I hope you are beginning to
settle in over there. As you do, I wanted to follow-up on a conversation you and Amy
Wilkins had a few weeks ago. As I understand it, you all spoke about the Department's
continued efforts to increase college completion as well as the Access to Success
initiative our higher ed team has been working on with NASH to help 24 public systems
cut their success gaps in half by 2015. If it would be helpful to your thinking, I'd be happy
to bring Jennifer Engle, the Director of our higher ed team, over to talk with you about
A2S as well as her thoughts on ways to increase college completion.
Regards,
Kate Tromble
Director of Legislative Affairs
The Education Trust
1250 H Street, N.W.
202/293.1217 ext. 357
ktromble@edtrust.org
www.edtrust.org
(b) (5) n 7E307 ph: 866.711.2926 am
When: Tuesday, July 13, 2010 12:00 PM-12:30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 7E307 ph: 866.711.2926 >{IDJ(II
19 4/22/2011 9:13AM
FOIA Page 991
Tuesday
1:30 PM - 2:30 PM
2:30 PM - 3:30 PM
3:30 PM - 4:00 PM
4:00 PM - 5:30 PM
Kvaal, James
30 minute pre-meeting to clarify goals and expectations.
Call information
Phone: 711.2926
Leader:
Partie
William meeting with Bart
Updated: Call with Julie
Kanjorski call with AD -- ADs office
4:00-5:30 Strategy Meeting/{Note: AD's expected to attend from 4:00-5:00 pm/Jo, Stacey, Carmel and
Thelma will be out of the office) -- Secretary's Conference Room {OS Managed)
Canada).
Required Attendees:
Ali, Russlynn
Anderson, Jo (he'll be out of the office)
Anderson, Margo
Betka, Sue
Bissonnette, Michelle
Cator, Karen
Chong, Frank
Conaty, Joseph
Cummings, Glenn
Cunningham, Peter
Dann-Messier, Brenda
Duporte, Franklyn
Easton, John
Gomez, Gabriell a
Groff, Peter (he'll be out of the office)
Harris, Carl
Horwich, Lloyd
Jennings, Kevin
Jones, Jacqueline
20 4/22/2011 9:13AM
FOIA Page 992
Tuesday
Kvaal, James
Jordan, Stacey (she'll be out of the office)
Kanter, Martha
Kvaal, James
Lach, Michael
Lewis, Andre
Mansukhani, Sunil
Martin, Carmel (she'll be out of the office)
Means, Steven
Melendez, Thelma (she'll be out of the office)
Miller, Tony
Mitchell, Donald
Ochoa, Edward
Pearson, Scott
Posny, Alexa
Rose, Charlie
Rosenfelt, Phil
Shelton, Jim
Shireman, Bob
Skelly, Thomas
Smith, Marshall
Smith, Zakiya
Snyder, Jason
Soto, Ricardo
Tada, Wendy
Waldo, Eric
Weiss, Joanne
Whalen, Ann
Wolf, Bill
Wurtzel, Judy
Yale, Matt
Young, Kathryn
Yuan, Georgia
Yudin, Michael
Optional Attendees:
Berry, Dennis
Jupp, Brad
Phillips, Nia
Roark, Michael
Smith, Richard
Vadehra, Emma
Webb de Macias, Carolyn
Conference line Info:
877.937.6173
Leader Code- Joanne Weiss will handle
Participant Code -[mJU)II
POC:
Briefing Materials- N/A
21 4/22/2011 9:13AM
FOIA Page 993
Tuesday
4:00 PM - 4:30 PM
4:45 PM - 5:00 PM
8:00 PM - 9:00 PM
I July 14, 2010
Wednesday
8:30 AM - 9:00AM
Kvaal, James
Update as of 7/12/10: The time of this meeting has been changed from 3:30-5:00 pm to
4:00-5:30 pm and Zakiya was added. Thank you, Tia
Update as of 7/12/10: Bill Wolf was added. Thank you, Tia
Update as of 7/2/10: Edward Ochoa was added. Thanks, Tia
Update as of 6/22/10: Stacey Jordan was added. Thank you, Tia
Update as of 6/15/10: Steven, Michael and Carolyn were added. Thank you, Tia
Update as of 6/3/10: Michelle was added. Thank you, Tia
Update as of 4/28/10: Steven Means and Kathryn Young were added. Thank you, Tia
Update as of 3/25/10: Georgia Yuan was added. Thank you, Tia
Update Arne Duncan of 2/2/10: Joe, Margo, Sue, Patty, Judy and Dennis were added.
Thank you, Tia
Update as of 1/13/10: Eric Waldo and Jo Anderson were added. Thank you, Tia
Calls
Jim ManningJ 377-3007J
Jennifer Douglas
Clearances with Alex -- James office
Naaz -- Gibson
Updated: Call with Harkin Staff-- 877-680-1959 code[6)M
22 4/22/2011 9:13AM
FOIA Page 994
Wednesday
9:00 AM - 10:00 AM
9:30 AM - 10:00 AM
10:30 AM - 10:30 AM
11:45 AM - 12:30 PM
12:30 PM - 1:30 PM
Kvaal, James
(b) (5) -- LBJ -- 6E25 1
When: Wednesday, July 14, 2010 9:00 AM-10:00 AM (GMT-05:00) Eastern Time (US &
Canada).
Where: LBJ -- 6E251
Thanks.
Elizabeth
Conference Number: 1-866-731-1731
Participant Code: [tDIG)]
call with Miller staff-- 866-793-1942 code:tmJQJJ
When: Wednesday, July 14, 2010 9:30 AM-10:00 AM {GMT-05:00) Eastern Time {US &
Canada).
Where: 866-793-1942 code:WJJUJI
Call Stacey Jordan, jennifer Douglas
(b) (5) Meeting re -- Room 6E313, 400
Maryland SW
When: Wednesday, July 14, 2010 11:45 AM-12:30 PM (GMT-05:00) Eastern Time {US &
Canada).
Where: Room 6E313, 400 Maryland SW
Note: The GMT offset above does not reflect daylight saving t ime adjustment s.
lunch with James Kvaal -- James' chooses
James - I will be "retired" so I can come meet you wherever you like!
Bob
23 4/22/2011 9:13AM
FOIA Page 995
Wednesday
12:30 PM - 1:00 PM (b) (5) -- Con Call - See Below
When: Wednesday, July 14, 2010 12:30 PM-1:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Con Call - See Below
SORRY AGAIN: NOW TillS IS BACK TO 12:30pm
Sorry, but James was not avai lable at 12:30. Franklyn, please confirm that the
phone number will be the same.
Thanks
Jeff
Here is the dial-in information:
Di al-in: (8. 2499
Passcode: t #
And, here is the draft.
(b) (5)
I bt:: tbis seeros to be tbe ool tiroe I cao eet us all roeetbec A ji:

1:1S PM - 2:1S PM
2:00 PM - 3:00 PM
Kvaal, James
Thanks
Jeff
Executive Committee
(b) (5) -- DAS- 8046 or Con Caii877-9S2-1679, code istmmJI
Canada).
Where: DAS - 8046 or Con Call
Follow up conversation ... call in is 877-952-1679, code is(miGJJ
24 4/22/2011 9:13AM
FOIA Page 996
Wednesday
2:30 PM - 3:00 PM
3:30 PM - 4:30 PM
Kvaal, James
Single Stop meeting -- OUS conference room
Phil,
I wanted to let you know that our new Senior Program Officer for Strategy, Andrew
Hammond, will likely be joining us on Wednesday as well.
Thanks!
Julie
From Single Stop USA, it will be our CEO, Elisabeth Mason, our VP of Strategy and
Technology Nate Falkner, and me.
We'd like to discuss Single Stop's Community College initiative, federal opportunities to
include integrated support services (like benefits access) as part of the financial aid
conversation, and federal funding opportunities.
I'll send background materials within the next few days.
All the best,
Julie
From Single Stop USA, it will be our CEO, Elisabeth Mason, our VP of Strategy and
Technology Nate Falkner, and me.
We'd like to discuss Single Stop's Community College initiative, federal opportunities to
include integrated support services (like benefits access) as part of the f inancial aid
conversation, and federal funding opportunities.
I'll send background materials within the next few days.
All the best,
Julie
Julie Kashen
Senior Vice President of Policy and Evaluation
Single Stop USA
1825 Park Avenue, Suite 503
New York, NY 10035
jkashen@sinqlestopusa.orq
646-708-8249
www. sinqlestopusa. orq
-- FB6-Rm 5E101 and UCP-Rm
Canada).
Where: FB6-Rm 5E101 and UCP-Rm 103B1/103B2- Call in number: 1-877-952-9708
25 4/22/2011 9:14AM
FOIA Page 997
Wednesday
4:30 PM - 5:00 PM
6:30 PM - 6:45 PM
Kvaal, James
participant code:[UJJUJJ
Note room updates: FB6-Rm 5E101 and UCP-Rm 103B1/103B21
Call in number: 1-877-952-9708 participant code:tiDIUJI
*************************
All,
Please review the attached document prior to the meeting and have it available during
t he meeting.
Please forward this to anyone else who should be invited or should review.
check-in w/leigh --James' office
Canada).
(b) (5) --866-756-2082 code[mmJI
Canada).
Where: 866-756-2082 codetmiGJ8
26 4/22/2011 9:14AM
FOIA Page 998
Wednesday
I July 15, 2010
Thursday
8:15AM - 9:15AM
9:30 AM - 10:00 AM
10:00 AM - 10:30 AM
Kvaal, James
On the off chance everyone is available in a few minutes .... I'll open a call line and see who
can discuss.
Georgia
8:15-9:1 (b) (5) )
When: Thursday, July 15, 2010 8:15AM-9:15AM {GMT-05:00) Eastern Time {US &
Canada).
Where:-
POC:
Briefing Materials- Justin Hamilton
FSA Update-- OUS Conference Room or 1-877-784-4150 participant passcodetmJQJ
Bill and Jim,
Is it possible to move tomorrow's check-in to 930am? James is now needed to brief the
Secretary first thing in the morning. Please let me know if you need this meeting to be
held by phone. Thanks for your flexibility.
Best,
Leigh
10:00-10:30 Meeting w/Gery Chico, Cheryl Hyman, City Colleges of Chicago Chancellor, Peter
Cunningham, James Kvaal and Bill Taggart-- Arne's Office
When: Thursday, July 15, 2010 10:00 AM-10:30 AM (GMT-05:00) Eastern Time {US &
Canada).
27 4/22/2011 9:14AM
FOIA Page 999
Thursday
1:00 PM - 1:30 PM
Kvaal, James
Peter Cunningham
James Kvaal
Bill Taggart
External Attendees:
Gery Chico
Cheryl Hyman
POC:
Chico- Karen 312.884.5666
Briefing Materials- Peter Cunningham
10:00-10:30 am. Thank you, Tia
Confirmed: meeting with m CEO Kevin Modany and Nancy Broff -- 7El00 or 1-877-784-4150 leader
passcodetmmJ participant passcodetmmJ
From: Broff, Nancy [mailto:BroffN@DicksteinShapiro.COMl
Sent: Wednesday, July 07, 2010 9:49AM
To: Kvaal, James
Subject: meeting request
Hi James-
It was nice speaking to you this morning. Congratulations on your new position. You have
certainly come to the Department at an interesting time. As I mentioned, I am now in
private practice (with Maggie in college, it seemed like a good idea). but still working on
higher education issues.
One of my clients is ITT Educational Services. Inc., a publicly traded company that
provides accredited, technology-oriented undergraduate and graduate degree programs
through its 120 ITT Technical Institutes and Daniel Webster College to help students
develop skills and knowledge they need to pursue career opportunities in a variety of
fields. ITT/ESI serves approximately 80,000 students at its campuses in 38 states and
online. I am writing today on behalf of Kevin Modany, the Chairman and CEO of ITT
Educational Services. Inc . who will be in DC on Wednesday, July 14 and would very
much appreciate an opportunity to meet with you to discuss several issues related to
postsecondary education policy. This would be a general introductory meeting. We
understand that you are not able to discuss the proposed regulation at this time, but in
light of all that is happening we thought it would be useful to begin a general conversation
about the value proposition of ITT Tech and big picture issues of higher education policy.
Would it be possible to meet at 4 on the 14th? If that time is not convenient. we would try
to accommodate your schedule at another time on the 14th or even the 15th.
Thanks so much,
28 4/22/2011 9:14AM
FOIA Page 1 000
Thursday
2:30 PM - 3:00 PM
3:00 PM - 4:30 PM
4:00 PM - 5:00 PM
Kvaal, James
Nancy
Nancy Broff
Counsel
Dickstein Shapiro LLP
1825 Eye Street NW I Washington, DC 20006
Tel (202) 420-35261 Fax (202) 379-9224
broffn@di ckstei nshapi ro. com
Check-in on Gainful -- Changes in Time -- Conference Call
Canada).
Note: The GMT offset above does not reflect daylight saving time adjust ments.
Here is the call-in information:
CALL-IN NUMBER: 1 877 952 7021
PARTICIPANT CODE: (mJ(g)
FSA/OPE Meeting-- Conference Call 866-754-6298; participant codermDJI
When: Thursday, July 15, 2010 3:00 PM-4:30 PM Time (US &
Canada).
Where: Conference Call866-754-6298; participant codete)IWJ
Moving the 7/8 meeti ng to 7/15. As well, this will be a conference call .
[MTG] MARNE'S SEND OFF-- EEOB 230A
What : Please join us for a proper send off for Marne Levine, the
National Economic Council's Chief of Staff, as she is about to receive nearly
500,000,000 friend requests!
When:
Where:
How:
4:00PM-5:00PM, Thursday, July 15th
EEOB 230A
Should you be coming from off campus, please send your vitals
29 4/22/2011 9:14AM
FOIA Page 1 001
Thursday
7:00 PM - 8:00 PM
July 16, 2010
Friday
8:00 AM - 8:30 AM
8:30 AM - 9:30 AM
9:00 AM - 10:00 AM
9:35 AM - 10:05 AM
10:00 AM - 12:00 PM
Kvaal, James
for WAVEs to Bryan Jung aiWJ(g]@who.eop.gov by noon, Thursday, July 15th. Call
202-456-1337 with any questions.
Dinner
Lauren Maddox. GE Q&A
(b) (5)
-
When: ~ 20 I 0 8:30AM-9:30AM. Eastern Standard Time
Where: -
Please reserve this time f or our weekly check-in, on Fridays from 9-10 a.m.
(b) (6)
Thanks,
Roberto
confirmed: departs LBJ at 935 for Jackson Place -- meets in basement
Higher ED Solutions Meeting --Truman Room, WH Conference Center, 726 Jackson Place NW, DC
So sorry, the meeting is only 2 hours- 10-12pm.
Good Morning Everyone,
The Gates Foundation has recently organized some of the top folks in the field to
think through some no cost/low cost ways to fine-tune existing federal programs
30 4/22/2011 9:14AM
FOIA Page 1 002
Friday
12:00 PM - 12:30 PM
1:00 PM - 2:00 PM
2:00 PM - 2:30 PM
Kvaal, James
to make further headway on our access and completion agenda. On July 16th
they will be coming in to walk us through and discuss their suggestions.
The programs they are thinking through include: TRIO; Perkins; College Access
Challenge Grants; Pell; programs embedded in HEOA that require completion
reporting {i.e. LEAP); MSis; FIPSE; and, Federal work study. The attendees are
listed below.
I've reserved the Truman Room in the WH Conference Center. Please RSVP as
we have limited seating.
Best, MaryEllen
Attendees
Tom Rudin, The College Board
Stan Jones, Complete College America
Jamie Merisotis, Lumina Foundation for Education
David Longanecker, WICHE
Sandy Baum, The College Board
Tom Bailey, Teachers College Community College Research Center
Sarita Brown, Excellencia
Michelle Cooper, IHEP
Kevin Carey, Education Sector
Tom Dawson, Bill & Melinda Gates Foundation
Terrell Halaska, HCM Consultants
Holly Kuzmich, Spellings and Co.
confirmed: departs Jackson Place at 1215, travels to K St to drop Dr. Eduardo, and continues to LBJ
(b) (5)
Call with Sarita Brown, Excelencia-- 1-877-784-4150 leader passcod{U)JBI participant passcode
[mteJ
From: Sarita Brown [mailto:sbrown@edexcelencia.org]
Sent: Wednesday, July 07, 2010 9:53AM
To: Kvaal , James
Cc: Deborah Santiago
Subject: Connecting more
Importance: High
31 4/22/2011 9:14 AM
FOIA Page 1 003
Friday
4:30 PM - 5:00 PM
I July 17, 2010
Saturday
6:00 PM - 7:00 PM
I July 19, 2010
Monday
11:00 AM - 11:30 AM
12:30 PM - 1:00 PM
1:00 PM - 1:30 PM
1:45 PM - 2:00 PM
2:00 PM - 3:00 PM
Kvaal, James
Me, too. And since we're talking, want to talk more about the action steps from
last month's meeting?
Deborah is back from vacation and almost out from under her e-mail pile
up. Please let know when you have an hour for a phone call
Thurs. July 15 between 9-noon
Friday, July 16 between 2-5
Attached are the notes from meeting with Martha we're using as we move through
the next 6 weeks with the goal on implementation by August 31st.
We look forward to working with you, Sarita
Iii
Leigh's
:onference Line.vc
Gaby
(b) (6)
(b) (5)
FY12 Budget Discussion-- Martha's office
Executive Committee
Cars to Capitol -- LBJ basement
When: Monday, July 19, 2010 1:45PM-2:00PM {GMT-05:00) Eastern Time {US &
Canada).
Where: LBJ basement
There will be 2 cars going to the Capitol. Please meet in the basement.
Updated: Meeting w/Ciyburn staff re: HBCU Cap Financing -- H-329
Clyburn's staff attending:
Katrina Gamble
Barvetta Singletary
Tony Harrison
32 4/22/2011 9:14AM
FOIA Page 1 004
Monday
2:30 PM - 3:15 PM
3:00 PM - 3:15 PM
4:00 PM - 5:00 PM
Kvaal, James
Willie Lyles
Meeting: Howard Gobstein and Charles Coble, APLU's Science and Mathematics Teacher Imperative--
Martha' s Office
Canada).
Update as of? /16/10-James has been added to the meeting
Return cars to LBJ -- Outside Capito
Canada).
Where: Outside Capito
Duncan' s Office)-- 1-866-640-4044 lrmlmJ
2010 4:00PM-5:00PM Time (US &
Canada).
Where: 1-866-640-4044 !tmJG)J
From: Bonnie Reiss [mailto:bonnie.reiss@ose.ca.gov]
Sent: Friday, July 16, 2010 7:24PM
To: Paul Navarro; Jeannie Oropeza; Kathy Radtkey-Gaither; Maria Thorbourne; Linda
Murchison; Jordan, Stacey; Sprow, Stephanie; Bonnie Reiss
Subject: Call with Stacey Jordan (Arne Duncan's Office)
When: Monday, July 19, 201 o 4:00 PM-5:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 1-866-640-4044 !tmJG)J
1 :00 PM - 2:00 PM July 19 2010
Location: 1-866-640-4044 tmJu
1PM PST
4PM EST
33 4/22/2011 9:14AM
FOIA Page 1 005
Monday
4:00 PM - 4:30 PM
4:30 PM - 5:00 PM
5:00 PM - 6:00 PM
6:00 PM - 7:00 PM
I July 20, 2010
Tuesday
9:00 AM - 9:30 AM
11:00 AM - 12:00 PM
12:00 PM - 12:30 PM
1:10 PM - 1:30 PM
Kvaal, James
(b) (5) --1-877-784-4150 participant passcodetmM
shuttle: departs LBJ at 430pm and arrives K St at 450pm
OUS/OPE weekly update --alternating locations: K St or LBJ
Eduardo
Meeting with Diane-- OUS conference room
(b) (5) --Training and Develpment Ctr-
1W128
When: Tuesday, July 20, 2010 11:00 AM-12:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Training and Develpment Ctr-1W128
The presentation will take approximately half an hour with a question and answer
period following.
7/16/10 Sorry folks but this need to be rescheduled to another time to
accommodate key players.
Update only includes room number (1W128)
Call with Miller on CSAC -- Gabys office or call877-680-1959 codetmJBI
Depart LBJ at 110pm for Rayburn Building -- Meet in the basement. Primary driver: Thomas McMillan
202-437-2688
Return
Date: July 20
No. Ofpassengers: 2
From: LBJ
To: Rayburn Building
Time: 110pm
34 4/22/2011 9:14AM
FOIA Page 1 006
Tuesday
1:30 PM - 3:30 PM
3:40PM-4:00PM
Kvaal, James
Departure
Date: July 20
From: Rayburn Building
To: LBJ
Time: 340pm
1:30-3:30 Meeting w/Congressional Black Caucus, Russlynn Ali, Gaby Gomez, James Kvaal. Jacqueline
Jones, Carmel Martin and Jim Shelton -- Rayburn Building/Room 2247
Canada).
Where: Rayburn Building/Room 2247
Russlynn Ali
GabyGomez
Jacqueline Jones
James Kvaal
Carmel Martin
Jim Shelton
POC:
Update as of 7/19/10: James and Jacqueline were added. Thank you, Tia
Update as of 7/15/10: The location was added. Thank you, Tia
Update as of 7/14/10: Russlynn, Thelma and Jim were added. Thank you, Tia
Return to LBJ at 340pm -- Primary driver: Thomas McMillan 202-437-2688
Return
Date: July 20
FOIA Page 1 007
Tuesday
4:00 PM - 5:00 PM
Kvaal, James
No. Ofpassengers: 2
From: LBJ
To: Rayburn Building
Time: 110pm
Departure
Date: July 20
No. Ofpassengers: 2
From: Rayburn Building
To: LBJ
Time: 340pm
OUS Executive Leadership Meeting (with Chiefs of Staff)-- Martha"s Office or (866) 612-0968 Passcode:
ttmd
Internal Attendees:
Martha Kanter
James Kvaal
Brenda Dann-Messier
Eduardo Ochoa
Bill Taggart
Alex Ceja
Jim Manning
Dennis Berry
Francine Picoult
External Attendees:
None
Conference line:
(866) 612-0968
Leader Code: Keith will handle
Participant Code:[IDJG)J
Agenda:
James will handle
Briefing Materials:
None needed
36 4/22/2011 9:14AM
FOIA Page 1 008
Tuesday
I July 21. 2010
Wednesday
8:45 AM - 9:00 AM
9:00 AM - 10:00 AM
11:00 AM - 11:30 AM
12:00 PM - 12:30 PM
12:30 PM - 1:30 PM
12:30 PM - 1:30 PM
3:00 PM - 3:30 PM
Kvaal, James
As of 9:19am on July 13, the time of this meeting is changed to 4:00pm -5:00pm on
July 20.
Updated: Car to Hart-- LBJ basement
Updated: SLARS meeting with HELP and Sen Brown staff
W)Jt!JII -- Joannes Office
When: Wednesday, July 21, 2010 11:00 AM-11:30 AM (GMT-05:00} Eastern Time (US &
Canada).
Where: Joanne's Office
Discuss --James office (b) (5)
When: Wednesday, July 21, 2010 12:00 PM-12:30 PM (GMT-05:00) Eastern Time (US &
Canada).
Should just be 15 minutes or less.
Mtg wGaby
Updated: HELP -- Gabys office
Meeting with Kimberly Jones, Director of Congressional Affairs, and Maureen Hoyler, Executive Vice
President, COE -- OUS conference room
From: Kimberly Jones [mailto:kimberly.jones@coenet.usl
Sent: Tuesday, July 06, 2010 3:11 PM
To: Kvaal, James
Subject: Congratulations!
Hello James-
Congratulations on your new post in the Department of Education! We were delighted to
read of your appointment. I'm hoping that you would have some time to meet with us next
37 4/22/2011 9:14AM
FOIA Page 1 009
Wednesday
3:30 PM - 4:00 PM
4:00 PM - 4:30 PM
Kvaal, James
week or even the week after to talk about TRIO issues in the upcoming appropriations
and even the FY2012 budget. We have been in engaged in a series of talks with the team
at the Domestic Policy Council and want to keep the momentum going!
Feel free to toss out some dates and times that might work for you.
Thanks James and congrats again!
Kimberly A. Jones, Esq.
Director of Congressional Affairs
Council for Opportunity in Education
1025 Vermont Avenue, .\\1., Suite 900
Main Office: 202.347.7430
Direct Dial: 202.386.9343
Mobile: 202.489.6745
Fax: 202.347.0786
Email: kimberl)r.jones@coenet.us
Join us for COE's 29th Annual Conference in San Diego, CA on September 1-4,
2010!
Office
When: Wednesday, July 21, 2010 3:30PM-4:00PM (GMT-05:00} Eastern Time (US &
Canada}.
Meeting with Jack Massimino and Mark Pelesh of Corinthian Colleges-- WDCFB6-7E312
\Nhen: Wednesday, July 21 , 2010 4:00PM-4:30PM (GMT-05:00) Eastern
Time (US & Canada).
\Nhere: WDCFB6-7E312
Note: The GMT offset above does not reflect daylight saving time
adjustments.
Hope you all can make it. I will also share bios for Jack and Mark in advance to this
meeting. Have a great weekend!
38 4/22/2011 9:14AM
FOIA Page 1010
Wednesday
4:00 PM - 5:00 PM
I July 22. 2010
Thursday
8:30 AM - 9:30 AM
9:30 AM - 10:00 AM
10:30 AM - 12:00 PM
10:30 AM - 10:30 AM
1:00 PM - 1:30 PM
Kvaal, James
Policy Committee-- Secretary's Conference Room
5:00PM (GMT-05:00) Eastern Time (US & Canada).
Call-in information:
877-465-1876
tiD lUI
FSA Update -- COO's CR- #112F3 (next to Bill's office)
(b) (5) --Joanne's office
When: Thursday, July 22, 2010 9:30 AM-10:00 AM (GMT-05:00) Eastern Time (US &
Canada).
Where: Joanne's office
HOLD: GE Stakeholder Briefers (list included in hold)
Pauline Abernathy and Lauren Asher, TICAS
Barmak Nassarian, AACRAO
Terry Hartle, ACE
Mark Kantrowitz, Finaid
(b) (5)
1:00-1.
call-in)--
an<{U)JQJ will be out of the officeil&lwill
When: Thu y, July 22, 2010 1:00 PM-1:30 PM (GMT-05:00) Eastern Time (US &
Canada).
W h e r e : ~
39 4/22/2011 9:14AM
FOIA Page 1011
Thursday
3:00PM-5:00PM
3:00 PM - 4:30 PM
5:00 PM - 5:10 PM
Kvaal, James
POC:
Briefing Materials-
(b) (5)
Update as of 7/22/10: (b) (5) . Thank you, Tia
Calls-- Martha's Office
Canada).
FSA!OPE Meeting -- K Street
When: Occurs the fourth Thursday of every 1 month effective 9/24/2009 until 6/23/2011
from 3:00PM to 4:30PM (GMT-05:00) Eastern Time {US & Canada).
Where: K Street
(b) (5) - - ~
Canada).
Where: (b) (5)
40 4/22/2011 9:14AM
FOIA Page 1012
Thursday
5:00 PM - 5:30 PM
5:30 PM - 6:00 PM
6:00PM-7:00PM
Kvaal, James
(b) (5) all -- 7C-115 War Room
Canada) .
. Where: 7C-115 War Room
Bus to Dirksen -- Meet in LBJ basement
Canada).
There will be a bus for everyone to go to Dirksen tonight. Please note there will not be a
return car, since motor pool closes at 6 pm.
David and Eduardo, if you can make it over to LBJ to ride with us, we made sure there is
room for you on the bus.
Hill Briefing on Gainful Employment -- 430 Dirksen
When: Thursday, July 22, 2010 6:00PM-7:00PM (GMT-05:00) Eastern Time {US &
Canada).
Where: 430 Dirksen
41 4/22/2011 9:14AM
FOIA Page 1013
I
July 22. 2010 Continued
. Thursday
July 23, 2010
Friday
9:00 AM - 9:30 AM
9:00 AM - 10:00 AM
10:00 AM - 10:30 AM
11:15 AM - 12:15 PM
12:10 PM - 12:30 PM
Kvaal, James
WHcall
employment-- 877-680-1959 code[(i)M or Gaby's office
When: Friday, July 23, 2010 10:00 AM-10:30 AM (GMT-05:00) Eastern Time (US &
Canada).
Where: 877-680-1959 code[li)Jml or Gaby's office
Note: The GMT offset above does not reflect daylight saving time adjustment s.
(b) (6)
Bus to Hart -- Meet in LBJ basement
Thanks,
Roberto
When: Friday, July 23, 2010 12:10 PM-12:30 PM (GMT-05:00) Eastern Ti me (US &
Canada).
We switched the cars to the bus so that we can all ride together.
42 4/22/2011 9:14AM
FOIA Page 1014
Friday
12:30 PM - 1:30 PM
2:00 PM - 3:00 PM
3:00 PM - 3:30 PM
3:30 PM - 4:30 PM
4:30 PM - 4:45 PM
July 24, 2010
Saturday
10:30 AM - 11:00 AM
HELP Republicans- GE Briefing -- 835 Hart
Updated: HELP Democrats- GE Briefing -- 428 Dirksen
Car from Dirksen to Rayburn -- Outside Dirksen
Where: Outside Dirksen
There will be one car to go from Dirksen to Rayburn (room for 4 people). Please let
Kristen know if you would like to ride in this car. There will also be a group of people
walking to the House side for those who wish to walk.
Updated: House Ed and labor Dems -- 2175 Rayburn
Return car to LBJ --Outside Rayburn
Where: Outside Rayburn
There will be one car returning to LBJ. If you wish to ride in this car, please let Kristen
know.
Prize -- Suzanne
6:00 PM - 6:30 PM
(b) (6)
6:30 PM - 7:00 PM
July 26, 2010
Monday
8:30 AM - 9:30 AM
Kvaal, James
MeG in town
Meeting: OUS Executive leadership (with Chiefs of Staff)-- Martha's Office or (866)
612-0968
When: Monday, July 26, 2010 8:30AM-9:30AM {GMT-05:00) Eastern Time {US &
Canada}.
43 4/22/2011 9:14AM
FOIA Page 1015
Monday
Kvaal, James
Where: Martha's Office or (866) 612-0968 Passcode:[mJG)I
Internal Attendees:
Martha Kanter
James Kvaal
Brenda Dann-Messier
Eduardo Ochoa
Bill Taggart
Alex Ceja
Jim Manning
Dennis Berry (Will be out of the office)
Francine Picoult
David Bergeron
Johan Uvi n
External Attendees:
None
Conference line:
(866) 612-0968
Leader Code: Keith wil l handle
Participant Code:[OJJOJJ
Agenda:
James wi ll handle
Briefing Materials:
None needed
As of 10:40 am on 7/23, David Bergeron and Johan Uvi n have been added to this
meeti ng.
As of 9:03am on 7/23, t his meeting is moved t o 8:30am-9:30am on 7/26 in order to
accommodate the GE Hill Schedule. Please contact Keith or Alex with any questions.
The t i me of t his meeti ng has changed to Spm on July 23rd to accommodate the GE Hill
schedule.
44 4/22/2011 9:14AM
FOIA Page 1016
Monday
1:00 PM - 1:30 PM
3:30 PM - 4:00 PM
4:00 PM - 4:30 PM
Kvaal, James
Approvals Review -- 7E-303
Canada).
Where: 7E-303
(b) (5) Meeting: -- Martha' s Office
Canada).
office
Canada).
Where: Martha's office
(b) (5)
Attendees:
45 4/22/2011 9:14AM
FOIA Page 1017
Monday
5:30 PM - 6:00 PM
I July 27, 2010
Tuesday
8:00 AM - 8:30 AM
Kvaal, James
Zakiya
Confirmed: car departs basement at lOam
Departure
Date: July 27
No. Ofpasseogers: 2
From: LBJ
To: 1050 Conn. Ave.
Time: lOam
Return
Date: July 27
No. Ofpasseogers: 2
From: 1050 Conn. Ave.
To: LBJ
Time: 1110am
Departure
Date: July 27
From: LBJ
To: 1990 K St
Time: 240pm
Return
Date: July 27
No. Ofpasseogers: 2
46 4/22/2011 9:14AM
FOIA Page 1018
Tuesday
10:00 AM 10:30 AM
Kvaal, James
From: 1990 K St
To: LBJ
Time: 410pm
Confirmed: car departs basement at lOam
Departure
Date: July 27
No. Ofpassengers: 2
From: LBJ
To: 1050 Conn. Ave.
Time: 10am
Return
Date: July 27
No. Ofpassengers: 2
To: LBJ
Time: 1110am
Departure
Date: July 27
No. Ofpassengers: 2
From: LBJ
To: 1990 K St
Time: 240pm
Return
Date: July 27
47 4/22/2011 9:14AM
FOIA Page 1019
Tuesday
10:30 AM - 11:00 AM
11:00 AM - 11:30 AM
Kvaal, James
No. Ofpassengers: 2
From: 1990 K St
To: LBJ
Time: 410pm
leo Hindery --Gibson, Dunn & Crutcher, 1050 Conn. Ave., #200.
confirmed: car departs 1050 Conn. Ave at 1110am
Departure
Date: July 27
From: LBJ
To: 1050 Conn. Ave.
Time: lOam
Return
Date: July 27
No. Ofpassengers: 2
To: LBJ
Time: 11 :1 Oam
Departure
Date: July 27
From: LBJ
To: 1990 K St
Time: 240pm
FOIA Page 1 020
Tuesday
12:30 PM - 1:00 PM
Kvaal, James
Return
Date: July 27
From: 1990 K St
To: LBJ
Time: 410pm
(b) (5) -- WDCFB6 7E312
When: Tuesday, July 27, 2010 12:30 PM-1:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: WDCFB6-7E312
Note: The GMT offset above does not ref lect daylight saving t ime adjustments.
Update: Changing to 30 minutes. Enjoy the extra hour.
(b)(5)
FOIA Page 1 021
Tuesday
1:30 PM - 2:00 PM
2:00 PM - 2:30 PM
2:30 PM - 3:00 PM
3:00 PM - 5:00 PM
Kvaal, James
(b) (5) -- 1-877-784-4150 leader passcodetmJ(OJ participant passcodE{U)J(;)J
Chris Lindstrom
Confirmed: Depart at 24Spm for UCP
Departure
Date: July 27
From: LBJ
To: UCP
Time: 245pm
Return
Date: July 27
No. Ofpasseogers: 2
From: UCP
To: LBJ
Time: 430pm
FW: McKinsey Research Discussion-- COO"s CR; 1-212-798-0808; passcodetmJell
When: Tuesday, July 27, 2010 3:00PM-5:00PM (GMT-05:00} Eastern Time (US &
Canada}.
Where: COO's CR; 1-212-798-0808; passcodetmiUJ8
Bill would like you to attend this meeting
From: Taggart, Bill
Sent: Monday, July 12, 2010 12:33 PM
To: Taggart, Bill; Runcie, James; 'Maya_Horii@mckinsey.com'; Hurt, John; Kemmer,
Timothy; Dunbar, Samantha
Subject: McKinsey Research Discussion
Canada).
Where: COO's CR; 1-212-798-0808; passcodetmJmll
50 4/22/2011 9:14AM
FOIA Page 1 022
Tuesday
4:30 PM - 5:00 PM
5:30 PM - 6:00 PM
8:00 PM - 9:00 PM
I July 28, 2010
Wednesday
9:40 AM - 10:00 AM
10:00 AM - 11:00 AM
Kvaal, James
When: Tuesday, July 27, 2010 3:00PM-5:00PM (GMT-05:00) Eastern Time {US &
Canada).
Where: COO's CR; 1-212-798-0808; passcodetiDIUJII
Confirmed: Depart at 430pm leaving UCP for LBJ
Departure
Date: July 27
No. Ofpassengers: 2
From: LBJ
To: UCP
Time: 245pm
Return
Date: July 27
From: UCP
To: LBJ
Time: 430pm
(b) (5)

Bus to Dirksen -- LBJ basement
Updated: Senate Dem Caucus briefing -- 430 Dirksen
51 4/22/2011 9:14AM
FOIA Page 1 023
Wednesday
11:05 AM - 11:20 AM
11:30 AM - 12:30 PM
12:45 PM - 1:00 PM
Kvaal, James
Return Bus to LBJ -- Outside Dirksen
(b) (5) -- 7E307 (Martha's Office)
When: Wednesday, July 28, 2010 11:30 AM-12:30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 7E307 (Martha's Office)
Note: The GMT offset above does not reflect daylight saving time adjustments .
.lli!1g
Wednesday, July 28
~
11:30 AM- 12:30 PM
Location
5E100
Scheduling
Allie Broin (alexandra.broin@ed.gov or 202-401-9530)
Notes
07/21/10- The location of this meeting was changed to 7E307 (Martha's Office).
When: Wednesday, July 28, 2010 12:45 PM-1:00PM (GMT-05:00) Eastern Time (US &
Canada).
52 4/22/2011 9:14AM
FOIA Page 1 024
Wednesday
1:00 PM - 2:00 PM
2:00 PM - 3:00 PM
2:00 PM - 2:15 PM
3:00 PM - 3:30 PM
Kvaal, James
Gaby will meet you up there, so please do not wait for her.
Rep Andrews and other House members on gainful employment-- 2261 Rayburn
When: Wednesday, July 28, 2010 1 :00 PM-2:00PM. Eastern Standard Time
Where: 2261 Rayburn
(b) (5) -- WDCFB6-4C101
Canada).
Where: WDCFB6-4C101
Return car to LBJ from Rayburn -- Please call driver
When: Wednesday, July 28, 2010 2:00 PM-2:15 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Please call driver
Meeting Daniel Hastings, Dean of Undergraduate Education at MIT-- WDCFB6-7E312
Canada).
Where: WDCFB6-7E312
He would like to provide an overview of MIT's programs, and discuss learning
assessments and accountability outcomes specifically. Briefing materials to follow.
Are there others you would like to include?
53 4/22/2011 9:14AM
FOIA Page 1 025
Wednesday
3:00 PM - 3:45 PM
3:30 PM - 4:00 PM
4:20 PM - 4:20 PM
4:30 PM - 5:30 PM
Kvaal, James
Policy Committee-- SC100/101
877-465-1876
tiD lUI
Updated: Accenture call-- 877-680-1959 code[G)J{9J
4:20 Depart ED; en route Rayburn Building w/Gaby Gomez, Martha Kanter, James Kvaal and Eduardo
Ochoa -- Please meet AD in the basement
Canada).
Where: Please meet AD in the basement
4:30-5:30 Democratic Ed Committee Briefing w/Gaby Gomez, Martha Kanter, James Kvaal and Eduardo
Ochoa -- Rayburn Building/Room 2175
Canada).
Where: Rayburn Building/Room 2175
GabyGomez
Martha Kanter
James Kvaal
Eduardo Ochoa
POC:
Update as of 7/26/10 at 11:40 am: Martha, James and Eduardo were added. Thank you,
54 4/22/2011 9:14AM
FOIA Page 1 026
Wednesday
5:30 PM - 5:30 PM
6:30 PM - 9:00 PM
July 29, 2010
Thursday
8:30 AM - 9:30 AM
10:00 AM - 10:30 AM
11:00 AM - 11:30 AM
11:30 AM - 12:00 PM
12:00 PM - 1:00 PM
Kvaal, James
Tia
5:30 Depart Rayburn; en route ED w/Gaby Gomez, Martha Kanter, James Kvaal and Eduardo Ochoa
Canada).
Farewell Happy Hour for Josh Lynn -- Le Bar at Sofitel -- 806 15th Street NW
As many of you may have heard, Josh Lynn will be leaving us at the end of this week to move to
Philadelphia with his new wife to pursue his MBA at the Wharton School. To thank Josh for his
hard work and many contributions here at Treasury, and to say good-bye to him before swarms of
new, ambitious classmates t ry to convince him that a $90 billion financial fee could cut into first-
year salaries and bonuses (and thus might not be the best way to pay back taxpayers for TARP
after all), Jacob, Victoria and I want to invite all of you to a farewell happy hour in his honor. It will
be this Wednesday, July 28, at Le Bar at the Sofitel (806 15th Street NW), beginning at 6:30. I look
forward to seeing you there.
Gene
FSA Update-- OUS Conference Room or 1-877-784-4150 leader passcodetmJG)J participant passcode
tmM
Rules of the Road -- OUS Conference Room
Martha
Meeting w/ John Wilson -- James' office
Okay to move to 1130?
(b) (5) Meeting: -- Martha's Office or (866) 612-0968 passcode:tmM
When: Thursday, July 29, 2010 12:00 PM-1:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Martha's Office or (866) 612-0968 passcode:tmJU)I
55 4/22/2011 9:14AM
FOIA Page 1 027
Thursday
1:45 PM - 2:00 PM
Kvaal, James
Internal Attendees:
External Attendees:
None
Conference Line:
{866) 612-0968
Leader Code: Keith will handl e
Participant Code:[IDJml
Agenda:
(b) (5)
Briefing Materials:
None needed
was added to the list of Internal Attendees after inadvertently being left
off the original list.
Confi rmed: car departs LBJ for Cannon at 145pm
Departure
Date: July 29
T raveler's name: James Kvaal
No. Ofpassengers: 2
From: LBJ
To: Cannon House Office Building
Time: 145pm
56 4/22/2011 9:14AM
FOIA Page 1 028
Thursday
2:00 PM - 2:30 PM
2:30 PM - 3:00 PM
3:00 PM - 3:30 PM
Kvaal, James
Return
Date: July 27
Traveler' s name: James Kvaal
From: Cannon
To: LBJ
Time: 235pm
Meeting w/Rep. Sarbanes re: public service loan forgiveness-- 426 CHOB
When: Thursday, July 29, 2010 2:00 PM-2:30 PM. Eastern Standard Time
Where: 426 CHOB
Confirmed: Car departs Cannon for LBJ at 235pm
Departure
Date: July 29
From: LBJ
To: Cannon House Office Building
Time: 145pm
Return
Date: July 27
No. Ofpassengers: 2
From: Cannon
To: LBJ
Time: 235pm
Amy Laitinen Send Off -- OUS Conference Room
Canada).
57 4/22/2011 9:14 AM
FOIA Page 1 029
Thursday
5:30 PM - 6:00 PM
7:00 PM - 9:00 PM
Kvaal, James
Come have a piece of cake and wish Amy well as she heads off to EEOP for her detail!
-- WDCFB6-7E312
I wanted to see if we could meet again this afternoon just to clarify any final questions
before tomorrow.
Call i n info:
866-793-1942 code: leader: mmJ
FW: Mary Ellen McGui re's goodbye party-- Cafe Soleil -- 839 17th St NW {beside Farragut West metro
station)
My apologies for the short notice, but I wanted to be sure you received this
invitation.
Hope you're both well.
All best,
Roberto
From: Pope, David F.
Sent : Thursday, July 29, 2010 10:15 AM
To: DL-WHO-Domestic Policy Council; DL-WHODomesticPolicyCouncillnterns;
'Little, Bethany {HELP Committee)'; 'Martin, Carmel'; Gordon, Robert M.;
Canfield, Anna G.; Hertz, Jessica R.; 'Gomez, Gabriella'; 'Cunningham, Peter {Ed)';
'Utrup, Elizabeth'; Emanuel, Elizabeth N. Christopher P.; Milakofsky, Benjamin
E.; @help.senate.gov'; 'Johns,
David {HELP Committee)'; mail.house.gov';
(b) (6)
(b) (6)
David F.
mail.house.gov'; Mail.house.gov';
@mail.house.gov'; 'Laura Schifter'; MaryEllen McGuire; Pope,
Cc: Dickson intern, Joshua J.; Tseggai, Gannet; McGuire, MaryEllen C.; Frick intern,
Alison E.; Fernkas, Robin E.; Dunn, Lauren P.; Crowley, JeffreyS.; Albino, James;
'Peller, Julie'; Robinson, Steven J.; Rod riguez, Roberto J.; Escobar, Felicia; Barnes,
Melody C.; Shah, Sonal R.; Garza-Oswald intern, Meghan A.; Anderson, Charlie;
58 4/22/2011 9:14 AM
FOIA Page 1 030
Thursday
I July 30, 2010
Friday
9:00 AM - 10:00 AM
Kvaal, James
Higginbottom, Heather A.; Conrad, Shasti; Galisdorfer intern, Brittany L.; Coven,
Martha B.; Pojman, Natal ie R.; 'Sharp, Jeremy (Dodd)'; Rouse, Cecilia E.;
' bediako.george@lucidtechnics.com'; 'Lewis, Andre'; 'Rose, Charlie'; 'Juliano,
Robin (HELP Committee)'
Subject: Mary Ellen McGuire's goodbye party
Canada).
Where: Cafe Solei!-- 839 17th St NW (beside Farragut West metro station}
When: Thursday, July 29, 2010 7:00PM-9:00PM (GMT-05:00} Eastern Time (US &
Canada).
Where: Cafe Solei! -- 839 17th St NW (beside Farragut West metro station)
Friends & Colleagues-
We're sad to report that DPC's star Senior Policy Advisor for Education, Mary
Ellen McGuire, is leaving the White House. Let's show her how much we
appreciate her hard work. Please drop by Cafe Solei! from 7- 9 pm on Thursday,
July 29th to celebrate Mary Ellen and a job well done.
See you there.
When: Occurs every Fri day effect ive 10/23/2009 from 9:00AM to 10:00 AM (GMT-05:00)
Where: Call -In (see below)
FOIA Page 1 031
Friday
10:30 AM - 11:00 AM
11:00 AM - 12:30 PM
12:00 PM - 12:30 PM
12:30 PM - 1:00 PM
2:00PM- 2:4S PM
Kvaal, James
Code: tmlmJ
Confirmed: depart at 1030am -- meet in the basement
NAF Panel -- 1899 l St NW, Suite 400
(b) (5) -- WDCFB6-7C101
Thanks,
Roberto
When: Friday, July 30, 2010 12:00 PM-12:30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: WDCFB6-7C101
Confirmed: return at 123Spm
2:00-2:45 (b) (5) (Note:-will be out of office)-- Secretary's
Conference Room (OS Managed)
60 4/22/2011 9:14AM
FOIA Page 1 032
Friday
2:45 PM - 3:45 PM
Kvaal, James
Conference Line:
877.937.6173
Leader Code- Massie will handle
Participant Code -tmJU)JI
POC:
Conference Room- Hannah
Update as of 7/15/10: msJIII was added. Thank you, Tia
Update as of 6/10/10: (b) (5) wasadded. Thankyou,Tia
(b) (5) -- WDCFB6-7Cl00
When: Friday, July 30, 2010 2:45PM-3:45PM (GMT-05:00) Eastern Time {US & Canada).
Where: WDCFB6-7C100
Date
Friday, July 30
Time
2:45 PM- 3:45 PM
Location
7C100
61 4/22/2011 9:14AM
FOIA Page 1 033
Friday
4:00 PM - 4:30 PM
I August 02. 2010
Monday
8:30 AM - 9:00AM
Kvaal, James
(b) (5) Meeting with st art immediately after t he f inishes at 2:45 PM. Please join
at 3:00 PM if you cannot come to this earlier time. Thank you!
Scheduling
Updates
07/30/10 - Start time changed from 3:00 PM to 2:45 PM.
07/30/10 - Location added: 7C100.
07/28/10 - Gaby added.
07/28/10 - Invite sent.
Jim R
To Do
62 4/22/2011 9:14AM
FOIA Page 1 034
I August 02, 2010 Continued
Monday
9:00 AM - 9:30AM
11:00 AM - 12:00 PM
12:00 PM - 12:45 PM
1:00 PM - 1:30 PM
1:30 PM - 2:30 PM
Kvaal, James
Jim Runcie
DO NOT FORWARD: GAO briefing on investigation of for-profit colleges-- Room SC100/101 in the main
headquarters building - 400 Maryland Av., SW
When: Monday, August 02, 2010 11:00 AM-12:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Room 5C100/101 in the main headquarters building - 400 Maryland Av., SW
Please do not forward this invitation. If you are unable to attend, please contact Annora
Bryant to discuss an alternate. GAO will provide a confidential briefing on the results of
its undercover investigation of for-profit colleges. The investigation did not involve the
Department.
(b) (5) --Jared's Office- 222
if you have to call-in just give us a best number to reach you on.
Meeting with Sam Kipp and David Reid, Edfund -- OUS Conference Room
When: Monday, August 02, 2010 1:00PM-1:30PM (GMT-05:00) Eastern Time (US &
Canada).
(b) (5)
Program integrity-- LBJ - 7E312 OUS conferecne room
Canada).
Where: LBJ - 7E312 OUS conferecne room
Thank you Leigh for getting a room.
63 4/22/2011 9:14AM
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Monday
2:30 PM - 3:30 PM
4:30 PM - 5:00 PM
5:00 PM - 6:00 PM
6:00 PM - 6:30 PM
7:30 PM - 8:30 PM
August 03, 2010
Tuesday
9:00 AM - 10:00 AM
10:00 AM - 10:30 AM
Kvaal, James
HOLD TIME-- Slate review clearance meeting - Student Support Services-- WDCFB6-4C101
UPDATE- Does 2:30 to 3:30 work for everyone instead?
This is a placeholder oon 8/2/10 for the expedited
clearance review of the Let me know if you are not
the person from your or t you like other staff from your
office to attend also, and I will include them on the meeting notice. If you are unable
to attend, let me know who will represent your office. Thank you!
TAG
Confirmed: Depart LBJ at 440pm
OUS/OPE weekly update -- 1990 K St NW
Discussion on soft skills with Pascal Noel and Ronnie Chatterji -- 1-877-784-4150 leader passcode
tmm participant passcod{GlJU
Please disregard the 4pm hold. Speak with you all at 6pm.
Furnas
(b) (5) p -- UCP- CR#ll2F3
When: Tuesday, August 03, 2010 9:00 AM-10:00 AM (GMT-05:00) Eastern Time {US &
Canada).
Where: UCP - CR#112F3
Note: The GMT offset above does not ref lect daylight saving time adjustments.
student aid admin briefing-- UCP-conference room (54F1) or 1-877-784-4150 leader passcodetmlmJ
participant passcode[(i)J(:JJ
Neil- the meeting will be at UCP. Let me know if you would like to call-in or will travel.
Larry, John, and Dan- I tried to find a time that worked for all but please let me know if
you have a conflict that needs to be considered.
Thanks!
64 4/22/ 2011 9:14 AM
FOIA Page 1 036
Tuesday
10:45 AM - 11:00 AM
11:00 AM - 11:30 AM
12:00 PM - 1:00 PM
2:15 PM - 3:15 PM
August 04, 2010
Wednesday
All Day
Kvaal, James
Confirmed: Depart UCP at 1045am
Thank you.
Return
Date: August 3
No.Ofpassengers:2
From: UCP
To: LBJ
Time: 1045am
HEA Waiver Task Force -- WDCFB6-5E101 (Managed)
When: Tuesday, August 03, 2010 11:00 AM-11:30 AM (GMT-05:00) Eastern Time (US &
Canada).
Where: WDCFB6-5E101 (Managed)
(b) (5)
Bob Kocher
AACC Panel
From: GEORGE BOGGS [gboggs@aacc.nche.edu]
Sent: MondayJ June 21J 2010 8:49 PM
To: KanterJ Martha
Cc: HEATHER OWENS; TAVIA CUMMINGS; DAVID BAIME; SKI
Subject: August Board Retreat
HiJ Martha. As I mentioned during our phone conversation todayJ the
AACC Board will have a retreat Wednesday and ThursdayJ August 4 and
5. I am sorry that you will not be able to attendJ but I would
appreciate it if you could check to see if James Kvaal could
participate in a panel discussion on college completion. I would
like to schedule it as our kickoff panel on Wednesday morning. I
will probably include some foundation representatives and/or policy
folks on the panel J but it woul d be good to have the DepartmentJs
65 4/22/2011 9:15AM
FOIA Page 1037
Wednesday
9:00 AM - 10:00 AM
9:30 AM - 10:00 AM
Kvaal, James
perspective.
it would be great if Arne could come and speak to our Board.
We would welcome him any time that he could come on Wednesday or on
Thursday morning. we have a Board dinner on Thursday
and we would be honored if he could attend.
Best wishes.
George
George R. Boggs
President and CEO
American Association of Community Colleges One Dupont
Suite 410 DC
Phone: ext. 235
Fax: 202.452.1461
http://www.aacc.nche.edu/
The Voice of America's Community Colleges
Mike Friedberg would like a follow-up meeting (from the May 18th meeting) to get an
update on the strategic planning process. Specifically, here are his questions:
* How they are doing on their plan on increasing FSA's operational capabilities in
implementing 1 00% Direct Loan?
Perhaps Bill Leith and/or Sue Szabo can give a brief overview? In addition, I can
summarize the numerous IG and GAO reviews that are being performed to verify this and
the positive results that we have already received from some of these reviews.
* How they are doing with the monitoring and oversight functions, and how they are
doing with the loan purchase programs, staff wise?
I can talk to the loan purchase programs, using our standard weekly ECASLA report as
the basis for my discussion.
I can also speak to the hiring plans and our progress on those plans.
I can react to any questions he may have about our overall monitoring and
oversight functions.
* Further, they stated in their QFRs, that they consulted with various parties on their five
year plan. I was wondering ifthere is any more updates on those briefings.
I would recommend that Sam and/or Tim provide the same Strategic Plan briefing that we
will be giving to OMB. We will make sure Mike's briefing also covers 'parties consulted'
and process status.
* If they think there is anything that I should know that will help me prepare for the 2011
bill process or CR.
Tom (or I) can lead the discussion on the 2011 bill process. Given that the additional $82
million cut in FY2011 came from Mike, I think that I would have more questions of him.
Perhaps he is looking for our reaction to the cut?
Confirmed: Depart LBJ at 93Sam for Washington Marriott Hotel
Thanks!
66 4/22/2011 9:15AM
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Wednesday
10:00 AM - 12:00 PM
10:00 AM - 11:45 AM
Kvaal, James
Departure
Date: Aug4
No.Ofpassengers: 2
From: LBJ
To: Washington Marriott Hotel
1221- 22nct Street, NW
Time: 935am
Return
Date: Aug4
No.Ofpassengers:2
From: Washington Marriott Hotel
To: LBJ
Time: 1150am
Senate HELP hearing
AACC panel --Washington Marriott Hotel - Salons A&B 1221- 22nd Street, NW
VVednesday. August4. 2010
VVashington Marriott Hotel- Salons A&B
1221 - 22"d Street, NVV
202.872. 1500
10:00 a.m. -11:45 a.m. Session I: The College Completion Agenda-Why now
and How can we Accomplish the Completion Goals?
67
James Kvaal , Deputy Under Secretary, U.S.
Department of Education
Hilary Pennington, Director of Education,
Postsecondary Success, and Special Initiatives, U.S.
Program, Bill and Melinda Gates Foundation
Stanley G. Jones, President, Complete College
America
Dewayne Mathews, Vice President of Policy and
Strategy, Lumina Foundation for Education
Carolane VVilliams, President, Baltimore City
Community College (Session Moderator)
4/22/2011 9:15AM
FOIA Page 1 039
Wednesday
10:30 AM - 11:30 AM
Kvaal, James
FW: FW: Monthly ED/OMB/DPC Update Meeting -- Secretary's Conference Room (OS Managed) -OR- Dial
866-731-1731, Code:tmJ<:JJI
When: Wednesday, August 04, 2010 10:30 AM-11:30 AM {GMT-05:00} Eastern Time {US
& Canada}.
Where: Secretary's Conference Room {OS Managed} -OR- Dial 866-731-1731, Code:
tiDD)8
From:
(b) (5)
Sent: Tuesday, July 07, 2009 7:19PM
Subject: FW: Monthly ED/OMB/DPC Update Meeting
When: Wednesday, August 04, 2010 10:30 AM-11:30 AM {GMT-05:00} Eastern Time {US
& Canada}.
Where: Secretary's Conference Room {OS Managed} -OR- Dial866-731-1731, Code:
[IDDJII
When: Occurs every 4 weeks on Wednesday effective 7/8/2009 from 10:30 AM to 11:30
AM {GMT-05:00} Eastern Time (US & Canada}.
Where: Secretary's Conference Room {OS Managed} -OR- Dial866-731-1731, Code:
mm
(b) (5)
Subject: Monthly ED/OMB/DPC Update Meeting
68 4/22/2011 9:15AM
FOIA Page 1 040
Wednesday
11:50 AM - 12:05 PM
Kvaal, James
AM (GMT-05:00) Eastern Time {US & Canada).
Where: Secretary's Conference Room (OS Managed) -OR- Dial866-731-1731, Code:
tmDJII
AM (GMT-05:00) Eastern Time {US & Canada). Where: Secretary's Conference Room {OS
Managed) -OR- Dial866-731-1731, Code: tmJm Note: The GMT offset above does
not reflect daylight saving time adjustments.
The goal is to set a monthly meeting for ED/OMB/DPC, but I will send out updates for
individual dates as necessary.
(b) (5)
please feel free forward this to the appropriate members of your team.
Let me know if you have any questions.
Thanks!
rmNW
202-401-9965
Confirmed: Depart Washington Marriott at 1150am
Departure
Date: Aug4
No.Ofpassengers: 2
From: LBJ
To: Washington Marriott Hotel
Time: 935am
Return
Date: Aug4
Traveler's name: james Kvaal
No.Ofpassengers:2
From: Washington Marriott Hotel
To: LBJ
Time: 1150am
69 4/22/2011 9:15AM
FOIA Page 1 041
Wednesday
12:30 PM - 1:00 PM
1:00 PM - 2:00 PM
3:00 PM - 5:00 PM
3:00 PM - 5:00 PM
4:15 PM - 5:00 PM
5:00 PM - 5:30 PM
5:30 PM - 6:30 PM
Kvaal, James
(b) (5) -- 1-877-784-4150 participant passcodetmJ(OJ
HOLD Online Skills
Policy Committee
Policy Committee -- Secretary's Conference Room
When: Occurs every Wednesday effective 5/26/2010 until12/22/2010 f rom 3:00PM to
Call-in informati on:
877-465-1876
[ij)DJJI
(b) (5) call starts at 415pm: 1-877-784-4150 participant passcode(mJBJ
Apologies for the late scheduling. It appears that this may be the best time for all.
Thanks!
Materials for this call will be sent by email.
Call: Carmei/Gaby/James/Martha -- 866-612-0968 Participant Code:[mJm
When: Wednesday, August 04, 2010 5:00PM-5:30PM (GMT-05:00) East ern Time (US &
Canada).
Where: 866-612-0968 Participant Code: tmJG)J
(b) (5) - NEW TIME -- EEOB 485
please see the attached slides for today's 5:30pm
DPC will circulate an agenda and background materials in advance of this meeting.
For those of you who need to call-in,
Dial : 395-6392
Passcode:(ij)IGJJ
70 4/22/2011 9:15AM
FOIA Page 1 042
Wednesday
I August OS, 2010
Thursday
8:30 AM - 9:00AM
9:00 AM - 9:30 AM
Kvaal, James
(b)(5)
FSA Update-- OUS Conference Room or 1-877-784-4150 participant passcode[(DJ(OJ
Meeting: (b) (5) (Martha will call in)-- Martha's Office or (866) 612-0968 passcode:
tmJ(d
When: Thursday, August 05, 2010 9:00AM-9:30AM {GMT-05:00) Eastern Time {US &
Canada).
Where: Martha's Office or {866) 612-0968 passcode:taJIUJJI
Purpose:
(b) (5)
Internal Attendees:
External Attendees:
None
Conference Line:
{866) 612-0968
Leader Code: Leigh/Phil will handle
Participant Code:[IDIUJJI
71 4/22/2011 9:15AM
FOIA Page 1 043
Thursday
11:00 AM - 12:00 PM
12:00 PM - 12:30 PM
12:30 PM - 1:30 PM
1:30 PM - 2:00 PM
2:00 PM - 3:00 PM
Kvaal, James
UPDATES
~ a n d
(b) (5)
(b) (5) were added to this meeting.
I-- SElOO
When: Thursday, August 05, 2010 11:00 AM-12:00 PM (GMT-05:00) Eastern
Time (US & Canada).
Where: SEIOO
Canada).
Where: SElOO
Hi[IDD)J
Travel
(b) (6)
Travel
MT-05:00) Eastern Time (US &
McKinsey Briefing-- Secretarys Conference Room, Dial in: 866-731-1731 Code:[E)JBJI
This is a confirmed meeti ng f rom 2:00pm-3:00pm
Dial in number: TBA
Attendees
72 4/22/2011 9:15AM
FOIA Page 1 044
Thursday
3:00 PM - 4:00 PM
4:45 PM - 5:30 PM
4:45 PM - 5:30 PM
Kvaal, James
1. Joanne Weiss
2. Martha Kanter (call-in)
3. Eduardo Ochoa
4. Carmel Martin
5. James Kvaal
6. Brenda Dann-Messier
7. Frank Chong
8. Peter Cunningham
9. Charlie Rose
10. Bill Taggart
11. Jon O'Bergh
CSAC/GA call-- James' office or 1-877-784-4150 participant passcode[U)IQJ
(b) (5) Copy: hold for -- TBD
OMB will send invite/ call info. Please keep this placeholder till then.
(b) (5) @omb.eop.gov 1
2010 11:11 AM
(b) (5) -- (866) 765-4170 participant pass codetmJ(!JJ
When: Thursday, August 05, 2010 4:45 PM-5:30PM (GMT-05:00) Eastern Time (US &
Canada).
Where: (866) 765-4170 participant pass codetmi(OI
(866) 765-4170 participant pass codetm1(911
(Robert will join at 5 pm.)
73 4/22/2011 9:15AM
FOIA Page 1 045
Thursday
5:30 PM - 6:00 PM
August 06, 2010
Friday
9:00 AM - 10:00 AM
Kvaal, James
(b) (5) @omb.eop.gov]
2010 11:11 AM
Education call on Fraud proposals-- BRIDGE NUMBER: 202-395-6392/PasscodeJIDieJI
When: Thursday, August 05, 2010 5:30PM-6:00PM (GMT-05:00) asternTime (US &
Canada).
Where: BRIDGE NUMBER: 202-395-6392/Passcode: tma
BRIDGE NUMBER: 202-395-6392
CONFEREE PASSCODE: rea
Code: tmJU)I
74
Thanks,
Roberto
4/22/2011 9:15AM
FOIA Page 1 046
Friday
11:00 AM 11:30 AM
12:00 PM - 12:30 PM
1:00 PM - 1:30 PM
Kvaal, James
(b) (5) Internal Meeting re: n 6E251 or 866-750-2082, passcode:[(i)J(DI
When: Friday, August 06, 2010 11:00 AM-11:30 AM (GMT-05:00) Eastern Time (US &
Canada).
Where: 6E251 or 866-750-2082, passcode: tmJU)J
Dear everyone
l (b)(
6
) Fonference Call#
866-756-2082
Leader: 4886232
Participant: [tDJ(gJ
ExecComm
Confirmed: Depart LBJ at 1pm
For Friday, thank you.
Departure
Date: Aug6
Trave1er's name: James Kvaa1
No.Ofpassengers:2
From: LBJ
FOIA Page 1 04 7
Friday
1:30 PM - 2:30 PM
2:30 PM - 3:30 PM
2:30 PM - 3:00 PM
Kvaal, James
To: 1990 KSt
Time: 1pm
Return
Date: Aug4
Traveler,s name: james Kvaal
No.Ofpassengers:2
From: 1990 K St
To: LBj
Time: 235pm
Analysis Group-- K ST location TBD or 1-877-784-4150 participant passcode[mJ(91 participant
passcode[t:)J(S)J
Apologies, but we need to reschedule due to an unforeseen conflict. Hope this time
works for all.
Meeting -- Mary's Office
When: Friday, August 06, 2010 2:30PM-3:30PM {GMT-05:00) Eastern Time {US &
Canada).
Where: Mary's Office
Mary will call James Kvaal@ 202-260-1488 and Chuck Coe@ 301-645-4479.
Confirmed: Depart 1990 K St at 235pm
For Friday, thank you.
Departure
Date: Aug6
Traveler's name: james Kvaal
No.Ofpassengers:2
From: LBj
To: 1990 KSt
Time: 1pm
Return
76 4/22/2011 9:15AM
FOIA Page 1 048
Friday
3:00 PM - 3:30 PM
3:30 PM - 3:30 PM
4:00 PM - 5:00 PM
4:30 PM - 5:00 PM
I August 08, 2010
Sunday
10:30 AM - 11:00 AM
Kvaal, James
Date: Aug4
Trave1er's name: James Kvaa1
No.Ofpassengers:2
From: 1990 K St
To: LBJ
Time: 235pm
Meetihg with Justin Draeger, (new) President of NASFAA -- OUS conference room
Stephanie's last day today (intern)
Meeting with Brian Bosworth
2020 Goal --Call-In: 395.6392; Code[O)J(!JJ
Hey gang,
I believe that the earliest folks are available to start is 4:30, so talk to you then.
Thanks,
-Roberto
10:30-11:00 Media Conference Call re POTUS Higher Ed Event-- Arlington Residence- Conference Call:
(877) 941-2931
When: Sunday, August 08, 2010 10:30 AM-11:00 AM (GMT-05:00) Eastern Ti me (US &
Canada).
Where: Arlington Residence- Conference Call: (877) 941-2931
77 4/22/2011 9:15AM
FOIA Page 1 049
I
August 08, 2010 Continued
. Sunday
August 09, 2010
Monday
8:30 AM - 8:30 AM
10:30 AM - 11:00 AM
11:00 AM - 12:30 PM
1:30 PM - 2:30 PM
2:00 PM - 3:00 PM
Kvaal, James
Gao letter
Coffee with OUS Summer Interns -- OUS Conference Room
When: Monday, August 09, 2010 10:30 AM-11:00 AM (GMT-05:00) Eastern Time (US &
Canada).
(b) (5) -- WDCUCP-C-31H1 (Managed)
When: Monday, August 09, 2010 ll:OO AM-12:30 PM. Eastern Standard Time
Where: WDCUCP-C-31Hl (Managed)
HOLD PIV enrollment-- 1El02
James Kvaal - ED -
OUS- PIV E .. .
FW: CORRECTION TO Statement of facts for Exit Conference for GAO 130911 on Incentive Compensation
Ban-- UCP Room C-42H1; or dial1-877-952-8171; enter participant codetmJG)J at the prompt
Canada).
Where: UCP Room C-42Hl; or diall-877-952-8171; enter participant codetmlmJ at
the prompt
See bottom for report
78 4/22/2011 9:15AM
FOIA Page 1 050
Monday
Kvaal, James
From: Bryant, Annora
Sent: Thursday, July 29, 2010 3:52 PM
To: Bryant, Annora; Yuan, Georgia; Love, Mark; White, Marge; Chauvin, Karen; Gust,
Mary; Minor, Robin; Leon, Geneva; Garland, Teresa; Holloway, Michael; Gougisha, Mary;
Cornish, Abigail; Dorfman, Cynthia; Tada, Wendy; Rosenfelt, Phil; Jenkins, Harold;
Adams, Carolyn; Dipasquale, Richard; Wilson, Linda; Clement, John; Funkhouser, Janie;
Suber, Betty; Murrie, Bruce; Wurtzel, Judy; Hazzard, James; Kaplan, Daphne; Saunders,
Azalea; Ceja, Alejandra; Manheimer, Ann
Cc: Cahalan, Margaret; Hammond, Cynthia; Smith, Kenneth; West, Keith; Howard, Pat;
Picoult, Francine; Smith, Kathleen; Madzelan, Dan; Bergeron, David; Adams, Kristen;
Cichowski, Carol; Williams, Lauren; Duporte, Franklyn; Vinglas, Jean
Subject: FW: CORRECTION TO Statement of facts for Exit Conference for GAO 130911
on Incentive Compensation Ban
When: Monday, August 09, 2010 2:00 PM-3:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: UCP Room C-42H1; or dial1-877-952-8171; enter participant code[WIW at
the prompt
Canada).
Where: UCP Room C-42H1; or dial1-877-952-8171; enter participant codetmJG)J at
the prompt
FYI.
From: Bryant, Annora
Sent: Tuesday, July 27, 2010 3:44PM
To: Bryant, Annora; Love, Mark; White, Marge; Chauvin, Karen; Gust, Mary; Minor,
Robin; Leon, Geneva; Garland, Teresa; Holloway, Michael; Gougisha, Mary; Cornish,
Abigail; Dorfman, Cynthia; Tada, Wendy; Rosenfelt, Phil; Jenkins, Harold; Adams,
Carolyn; Dipasquale, Richard; Wilson, Linda; Clement, John; Funkhouser, Janie; Suber,
Betty; Murrie, Bruce; Wurtzel, Judy; Hazzard, James; Kaplan, Daphne; Saunders, Azalea;
Ceja, Alejandra; Manheimer, Ann
Cc: Cahalan, Margaret; Hammond, Cynthia; Smith, Kenneth; West, Keith; Howard, Pat;
Picoult, Francine; Smith, Kathleen; Madzelan, Dan; Bergeron, David; Yuan, Georgia;
Adams, Kristen; Cichowski, Carol; Williams, Lauren; Duporte, Franklyn; Vinglas, Jean
Subject: CORRECTION TO Statement of facts for Exit Conference for GAO 130911 on
Incentive Compensation Ban
When: Monday, August 09, 2010 2:00 PM-3:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: UCP Room C-42H1; or dial1-877-952-8171; enter participant code[IDJUJJ at
the prompt
Canada).
Where: UCP Room C-42H1; or dial1-877-952-8171; enter participant code[IDIUJI at
79 4/22/2011 9:15AM
FOIA Page 1051
Monday
3:00 PM - 3:30 PM
3:30 PM - 4:00 PM
4:00 PM - 4:30 PM
4:00 PM - 4:30 PM
5:00 PM - 6:00 PM
Kvaal, James
the prompt
Sorry. GAO just sent a correction to the statement of facts. The corrected statement is
attached below, along with the letter of initiation for this study. NOTE: THE MEETING
DAY, TIME, AND CALL-IN NUMBER HAVE CHANGED TO 8/9.
~
Letter of Education exit
Initiation(l).tif meeting - Agend ...
Sallie Mae
College Affordability Follow-up -- Jareds Office - 222
Canada).
Where: Jared's Office - 222
**Moving this to Monday at 3:3pm, Let me know if this timing doesn't work. James- are
you coming or calling?
Call: Tony and James --Tony calls: 202-260-1488
Canada).
Where: Tony calls: 202-260-1488
Check-in with Gaby -- James office
Okay to switch to 4pm?
OUS/OPE weekly update -- alternating locations: K St or lBJ
80 4/22/2011 9:15AM
FOIA Page 1 052
I August 10, 2010
Tuesday
12:00 PM - 1:00 PM
1:30 PM - 2:30 PM
2:30 PM - 3:00 PM
3:00 PM - 4:00 PM
4:00 PM - 4:30 PM
4:30 PM - 4:45 PM
5:30 PM - 6:00 PM
7:00 PM - 7:30 PM
7:30 PM - 8:00 PM
Kvaal, James
~ - -- LBJ- OUS Conference Room or 1-877-784-4150 participant passcode
~
Internal Meeting (b) (5) --Martha's Office or 866-756-2082, passcode
Peter McPherson
GA's --William's Ofs
When: Tuesday, August 10, 2010 3:00PM-4:00PM (GMT-05:00) Eastern Time
(US & Canada).
Where: William's Ofs
*- *- *- *- *- *- *- *- *- *
Participants call: l/877-952-9329
Code is: (CDIG)]
-- 1-877-784-4150 participant passcodetmJ{9J
To review for our discussion. Thanks.
-- James' office
Talk re: (b) (5) -- James' office
Ryan 8
Gayle -- Sofitel
81 4/22/2011 9:15AM
FOIA Page 1 053
I August 11, 2010
Wednesday
9:30 AM - 10:00 AM
10:30 AM - 11:00 AM
11:00 AM - 12:00 PM
11:30 AM - 12:30 PM
1:30 PM - 2:30 PM
Kvaal, James
Sarah T u r n e r - - ~
David Kamin
Martha
(b) (5) --Secretary's Conference Room
When: Wednesday, August 11, 2010 11:30 AM-12:30 PM {GMT-05:00) Eastern Time {US
& Canada).
New Dial-In Information:
1-877-973-2712
Participant Code:[IDJG)J
1:30-2:30 Executive Meeting/(Note: Peter will be out of the office/Martha will call-in} -- Secretary's
Conference Room (OS Managed}
When: Wednesday, August 11, 2010 1:30PM-2:30PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Secretary's Conference Room {OS Managed)
David Bergeron
Peter Cunningham (he'll be out of the office)
GabyGomez
Martha Kanter (she'll call-in)
James Kvaal
Carmel Martin
Tony Miller
Eduardo Ochoa
Charlie Rose
Jim Runde
Bill Taggart
Joanne Weiss
Georgia Yuan
Conference Line:
877.937.6173
Leader Code - Joanne will handle
82 4/22/2011 9:15AM
FOIA Page 1 054
Wednesday
4:30 PM - 5:00 PM
4:30 PM - 5:00 PM
5:00 PM - 6:00 PM
6:30 PM - 7:00 PM
7:00 PM - 8:00 PM
I August 12, 2010
Thursday
8:15AM - 8:50AM
Kvaal, James
Participant Code -[UJJmll
POC:
Briefing Materials (if necessary) - Joanne Weiss
Conference room - Hannah
Update as of 8/10/10: David B. and Eduardo were added. Thank you, Tia
Update as of 8/9/10 at 2:37 pm: Additional staff was invited and the location was
changed from Arne's office to the conference room. Thank you, Tia
Update as of 6/10/10: Joanne Weiss was added. Thank you, Tia
(b) (5) --Martha's office or 1-877-784-4150 participant passcodetmU (this is an
internal conference line)
GE conference call with the public -- Please join for this call in Martha's office (7E307)
Please meet in Martha' s office for this call. If you for some reason will not be in-person
for this call, then please dial in using the conference leader code:
888 8318982
Leader c o d e ~
(b) (6)
Nats Game w DOE
OUS Summer Intern Appreciation Breakfast-- Martha's Office
When: Thursday, August 12, 2010 8:15AM-8:50AM {GMT-05:00) Eastern Time {US &
Canada).
83 4/22/2011 9:15AM
FOIA Page 1 055
Thursday
8:30 AM - 9:30AM
10:00 AM - 10:30 AM
10:30 AM - 11:00 AM
12:00 PM - 12:30 PM
12:30 PM - 1:30 PM
Kvaal, James
The OUS Summer Interns have done truly exceptional work throughout their t1me
with us, and we want to take a moment to thank them before they head back to
school. Join us in Martha' s Office on Thursday to say thanks and goodbye to Mike
and Emma.
FSA Update-- OUS Conference Room or 1-877-784-4150 participant passcodeteJQJ
Meeting w/Matt Owens and Julia Smith (AAU) re AOTC -- OUS Conference Room
Participants:
Matt Owens, AAU
Robert Moran, AASCU
Sarah Flannagan, NAICU
David Baime, AACC
Steve Bloom, ACE
Meldon Hollis-- (202) 453-5626
meldon.hollis@ed.gov.
Telephone {202) 453-5626
Fax (202) 453-5632
Driver: Maurice Jones 202-713-8431 -- Meet in basement; lBJ to K Street
When: Thursday, August 12, 2010 12:00 PM-12:30 PM {GMT-05:00} Eastern Time {US &
Canada}.
Where: Meet in basement; LBJ to K Street
(b) (5)
Agenda 8 12 10
2.doc
(b) (5)
84
-- K street - Room 8054 or call in
meeting.
4/22/2011 9:15AM
FOIA Page 1 056
Thursday
1:30 PM - 2:00 PM
3:00 PM - 4:00 PM
3:00 PM - 3:00 PM
3:30 PM - 4:30 PM
Kvaal, James
For those unable to make it over to K Street the call in number is: 866-808-5743,
participant code isamJ
THANK YOU
Have a good day.
Maurice Jones 202-713-8431 -- K Street to LBJ
When: Thursday, August 12, 2010 1:30PM-2:00PM (GMT-05:00) Eastern Time {US &
Canada).
Where: K Street to LBJ
(b) (5)
Hello all,
Dial in number: 866-729-6508
Participant: tmJmJ
Thank you,
Brad
Human capital briefing -- Marthas office
Liebman farewell -- eeob 230
Colleagues,
- 200 Constitution Ave, NW (3rd & C St Entrance)
After 18 months of service, Jeff Liebman will soon be leaving OMB to return to his
teaching post at the Harvard Kennedy School. Please join us on August 12th at 3:30pm in
EEOB Room 230 to celebrate Jeff and wish him well. If you do not have a badge, please
85 4/22/2011 9:15AM
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Thursday
8:00 PM - 9:00 PM
I August 13, 2010
Friday
8:30 AM - 9:00 AM
9:00 AM - 10:00 AM
9:00 AM - 9:30 AM
Kvaal, James
send WAVES information to Anna Canfield (mm.@omb.eop.gov) by 1:00 on August
11
th.
Have a great weekend and I look forward to seeing you all next week.
Best,
Jeff
GE Meeting -- Secretarys Conference Room
When: Friday, August 13, 2010 8:30AM-9: 00AM. Eastern Standard Time
Code:tcDJGII
Thanks,
Roberto
(b) (5)
:Friday, August 13, 2010 9:00AM-9:30AM (GMT-05:00) Eastern Time (US &
Canada}.
Where: Secretary's Conference Room (OS Managed}
86 4/22/2011 9:15AM
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Friday
11:30 AM - 12:00 PM
12:00 PM - 1:00 PM
Kvaal, James
POC:
Briefing Materials- (b) (5)
Update as of 8/12/10 at 3:58pm: Additional attendees were added. Thank you, Tia
Driver: leon Chapman 202-557-1752 --From lBJ to Old Ebbitt Grill
When: Friday, August 13, 2010 11:30 AM-12:00 PM (GMT-05:00) Eastern Time {US &
Canada).
Where: From LBJ to Old Ebbitt Grill
lunch with Dr. Ced Rouse-- Old Ebbitt Grill, 675 15th Street, NW Washington, DC 20005 (202) 347-4801
When: Friday, August 13, 2010 12:00 PM-1:00PM (GMT-05:00) Eastern Time {US &
Canada).
Where: Old Ebbitt Grill, 675 15th Street, NW Washington, DC 20005 {202) 347-4801
87 4/22/2011 9:15AM
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Friday
1:00 PM - 1:30 PM
2:30 PM - 3:30 PM
5:00 PM - 6:00 PM
August 14, 2010
Saturday
7:00PM-8:00PM
August 15, 2010
S u n d a ~
1:00 PM - 2:00 PM
I August 16, 2010
Monday
All Day
10:15 AM - 11:00 AM
Kvaal, James
Driver: leon Chapman 202-557-1752 --From Old Ebbitt Grill to lBJ
Canada).
Where: From Old Ebbitt Grill to LBJ
(b) (5) -- OGC library Conference Room (6E251)
Location added.
Emily loeb going-away -- Potenza
MGMT
Nats w Tom Keefe
AD Out
(b) (5) --Martha's Office
When: Monday, August 16, 2010 10:15 AM-11:00 AM (GMT-05:00) Eastern Time {US &
Canada).
Purpose:
88 4/22/2011 9:15AM
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Monday
11:15 AM - 12:15 PM
11:30 AM - 12:30 PM
Kvaal, James
Internal Attendees:
External Attendees:
None
Agenda:
(b) (5)
will handle
Conference Line:
Not needed
Briefing Materials:
None needed
As of 8/13, the time of this meeting changed to 10:00 am on 8/16.
As of 8/13, the time of this meeting is changed to 10:15 am on 8/16.
HOLD MaryEllen
(b) (5) FW: Conference Call: -- Gregs office or call-in
When: Monday, August 16, 2010 11:30 AM-12:30 PM (GMT-05:00) Eastern Time {US &
Canada).
Where: Greg's office or call -in
u1>:1ect: FW: ce
When: Monday, August 16, :00) Eastern Time (US &
Canada).
Where: Greg's office or call-in
89 4/22/2011 9:15AM
FOIA Page 1061
Monday
1:00 PM - 2:00 PM
2:30 PM - 3:00 PM
Kvaal, James
Canada}.
office or call-in
When: Monday, August -05:00) Eastern Time (US &
Canada).
Where: Greg's office or call-in
When: Monday, August 16, 2010 11:30 AM-12:30 PM (GMT-05:00} Eastern Time {US &
Canada}.
office or call -in
Conference Call Dial-In: 1-888-989-1356
Participant Code:rtDJml
(b) (5) -- WDCFB6-SW100
When: Monday, August 16, 2010 1:00PM-2:00PM (GMT-05:00} Eastern Time (US &
Canada}.
Where: WDCFB6-5W100
(b) (5) -- James office
90 4/22/2011 9:15AM
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Monday
3:00 PM - 3:30 PM
3:30 PM - 4:00 PM
4:00 PM - 5:00 PM
5:00 PM - 5:30 PM
5:30 PM - 5:30 PM
I August 17, 2010
Tuesday
All Day
8:00 AM - 8:30AM
Kvaal, James
(b) (5) e --1-877-784-4150 participant passcodetmM
Sorry for the late notice, can you join?
GE Update -- Martha's Office- 7E307 or (866) 612-0968 Passcode:tmmJ
Canada).
Where: Martha's Office- 7E307 or (866) 612-0968 Passcode:mG)J
Conference line:
(866} 612-0968
Participant Code:Uu
Update:
As of 1:10 on 8/16, a conference call line was added to the meeti ng.
As of 1:04 on 8/16, the end time of this meeting is changed to 4:00 pm. The total time for
time for this meeting is now 30 minutes.
As of 12:31 on 8/16, the start time of this meeting is moved to 3:30pm.
OUS/OPE update -- James' office
(b) (5) Meeting: Martha and James, --Martha's Office
Canada).
(b) (6)
AD Out
Monthly Check-in with Martha and Bill -- Martha's Office
to 8:30AM (GMT-05:00) Eastern Time (US & Canada).
91 4/22/2011 9:15AM
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Tuesday
9:30 AM - 10:30 AM (b) (5) -- OUS conference room
From OMB:
Kvaal, James
FOIA Page 1 064
Tuesday
10:30 AM - 11:00 AM
11:00 AM - 11:30 AM
12:00 PM - 1:00 PM
Kvaal, James
I (b)(S)
(202) 395-3846
(202) 395-4875 (f)
- @omb.eop.gov
- OUS Conference Room or 1-877-784-4150 participant passcode[ti)JmJI
iii
Leigh's
:onference line.vc
David Kamin
(b) (5) Meeting: -- Martha's Office or (866) 612-0968 Passcode:[miWJ
When: Tuesday, August 17, 2010 12:00 PM-1:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Martha's Office or (866) 612-0968 Passcode:[mtmJI
Purpose:
Internal Attendees:
External Attendees:
None
Agenda:
93 4/22/2011 9:15AM
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Tuesday
1:00 PM - 1:30 PM
1:15 PM - 2:00 PM
1:40 PM - 2:10 PM
Kvaal, James
(b) (5) will handle
Conference Line:
{866) 612-0968
Participant Code:Ua
Briefing Materials:
None needed
A conference call-in has been added to this meeting.
The t ime of this meeting is changed to 8/17 at 12:00 pm.
Confirmed: car departs at lpm
Coffee w Byron A -- 1200 19th Street, lOth Floor lobby
(b) (5) FW: -- (866) 765-4170 participant passcodaQJI
When: Tuesday, August 17, 2010 1:40PM-2:10PM {GMT-05:00) Eastern Time {US &
Canada).
Where: {866) 765-4170 participant passcode[ti)J(gJ
FYI
(b)(5)
94 4/22/2011 9:15AM
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Tuesday
(b)(5)
Kvaal, James 95 4/22/2011 9:15AM
FOIA Page 1 067
Tuesday
100 PM - 3:00 PM
3:00 PM - 4:00 PM
Kvaal, James
(b)(5)
(b) (5) -- K Street room 80S4 or call in
(b) (5)
(b) (5)
: I ' '
hen: Tuesday, August 17, 2010 2:00PM-3:00PM (GMT-05:00) Eastern
Time (US & Canada).
Where: K Street room 8054 or call in
Attached is the agenda for today's meeting. Have a good day all.
Agenda 8.17.1 0.doc
THANK YOU
Have a nice day!
(b) (5) -- **Please note
change in location: K St Conference Rm 7122 or 1-877-784-4150 participant passcodetu)$J
Dolly will meet folks in the K St lobby at 2:50pm and escort t hem to t he conference room.
96 4/22/2011 9:15AM
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Tuesday
4:00 PM - 4:30 PM
4:30 PM - 5:00 PM
5:30 PM - 6:00 PM
I August 18, 2010
Wednesday
All Day
8:00 AM - 8:30 AM
Kvaal, James
Confirmed: car returns at 405pm
GA follow-up -- 1-877-784-4150 participant passcodetmiQJ
Call w.{O)I(OJ -James will call Jay a t ~
AD Out
97 4/22/2011 9:15AM
FOIA Page 1 069
Wednesday
8:30 AM - 9:00AM
9:00 AM - 10:00 AM
10:00 AM - 11:00 AM
11:00 AM - 11:30 AM
1:00 PM - 1:30 PM
2:00 PM - 2:30 PM
Kvaal, James
HOLD: travel
GAO Response -- WHCC EISENHOWER
We will need to send WAVE information for you to be cleared into the building. This
includes:
Name
DOB
Social Security#
Please send to me directly or, if more comfortable, our host Wally at
Adewale.Adeyemo@do.treas.gov.
Confirmed: car departs 1500 Pennsylvania Ave NW for LBJ
Return
Date: August 18
Traveler's name: James Kvaal, Dr. Eduardo Ochoa
From: 1500 Pennsylvania Ave NW
To: LBJ
Time: 11 OSam
Meeting with Bob Brandon -- James' office
(b) (5) --7W101
Canada).
Where: 7W101
98 4/22/2011 9:15AM
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Wednesday
4:30 PM - 5:00 PM
7:30 PM - 8:00 PM
8:00 PM - 8:30 PM
I August 19, 2010
Thursday
All Day
8:30 AM - 9:00 AM
10:00 AM - 10:30 AM
11:00 AM - 11:30 AM
1:30 PM - 2:30 PM
2:30 PM - 3:00 PM
3:00 PM - 4:00 PM
Kvaal, James
luke
Furman -- Dickson
Patrick
AD Out
FSA Update-- OUS Conference Room or 1-877-784-4150 participant passcode[U)JeJI
Kathy Stack
Meeting with Frank BaUmann, NASSGAP -- OUS Conference Room
-- K Street room 8054 or call in
hen: Thursday, August 19, 201 o 1:30 PM-2:30 PM (GMT-05:00) Eastern
Time (US & Canada).
Where: K Street room 8054 or cal l in
Here is the agenda for today:
TTh agenda 81910 (2).doc>>
Have a good day
This is the series
call in for those u
istmJWI
THANK YOU
Have a nice day!
cab leaving at 240pm
The
code
GE Briefing w/One Dupont-- ACE Kellogg Conference room, at One Dupont Circle NW
99 4/22/2011 9: 15AM
FOIA Page 1071
Thursday
4:00 PM - 4:30 PM cab
4:30 PM - 5:00 PM
Please fwd this to anyone we missed.
(b) (5)
(b)(5)
Thank you.
(b) (5)
Kvaal, James 100 4/22/2011 9:16AM
FOIA Page 1 072
Thursday
(b) (5)
(b)(5)
I (b)(S)
Kvaal, James 101 4/22/2011 9:16AM
FOIA Page 1 073
Thursday
5:30 PM - 6:00 PM
6:30 PM - 7:00 PM
8:00 PM - 9:00 PM
I August 20, 2010
Friday
All Day
9:00 AM - 10:00 AM
9:30 AM - 10:00 AM
10:00 AM - 11:00 AM
11:00 AM - 11:30 AM
Kvaal, James
(b)(5)
Jack Remondi
ABC news
Becker
AD Out
Please reserve this time for our weekly check-in, on Fridays f rom 9-10 a.m.
Code: tmJOJJ
HOLD: travel
Student Aid Admin -- OMB 430A
HOLD: travel
102
Thanks,
Roberto
4/22/2011 9:16AM
FOIA Page 1 07 4
Friday
11:30 AM - 12:00 PM
12:30 PM - 1:00 PM
1:00 PM - 1:30 PM
1:30 PM - 2:00 PM
3:00 PM - 3:15 PM
3:30 PM - 4:00 PM
4:00 PM - 4:30 PM
4:30 PM - 5:00 PM
I August 23, 2010
Monday
12:00 AM - 12:00 AM
Kvaal, James
Interview with Rolfe Winkler, WSJ -- James will call Rolfe at 212-416-3025
Pauline
(b) (5) -- OUS Conference Room 7812 or 1-877-784-4150 participant passcodetmi<:JJ
(b) (5) mtg next Thursday -- 287
From:
(b) (5)
@omb.eop.gov l
Sent: Wednesday, August 18, 2010 6:20 PM
mtg next Thursday
Canada).
Where: 287
When: Friday, August 20, 2010 1:30PM-2:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 287
Also, call in will be: 202-395-6392 [O)JmJI
Russ and James-- James' office or phone
Interview with Sharona Coutts --James will call her at 917 512 0225
Interview with Stephanie Chen, CNN -- James will call her at 404-878-2108
Thomas
Out of Office
103 4/22/2011 9:16AM
FOIA Page 1075
Monday
8:30 AM - 9:30AM
3:30 PM - 4:30 PM
Kvaal, James
Updated: GE Meeting
When: Monday, August 23, 2010 8:30AM-9:30AM. Eastern Standard Time
(b) (5) -- WDCFB6-SE101 (Managed)
Canada).
Where: WDCFB6-SE101 (Managed)
(b) (5)
I know that thi s is pretty last minute, but it appears that
actually people are more available today than they are tomorrow. Please let me know
asap if this doesn' t work for you.
Thanks,
Zakiya
Call-i n number: 1-877-937-6095
Participant:[CDim
Karmon,
As you know, we received the attached letter from Assistant Secretary Ochoa regarding
the MOE and related waiver for the funding available to states through the College Access
Challenge Grant. Deborah is on vacation in San Francisco right now and has asked me to
follow up based on our phone conversation earlier.
As you can well imagine, it is becoming increasingly complex to respond to the diversity
of MOE requirements that are emerging from various USDOE initiatives (e.g., SFSF,
Edujobs, CACG). As we reviewed the letter, we had some questions to which we need
responses so that we can know better what the challenge is that we will need to
address. As such, we are asking for a conference call for this Monday, August
23rd after 11:00 AM to accommodate Deborah's west coast time zone. Specifically, we
would like to better understand the following:
(a) What is meant by a "partial" waiver referenced in the second paragraph? If we can
address the "disproportionality" in higher ed funding, does this just make us eligible for a
partial waiver? Does this mean partial funding under CACG?
(b) Could you please be specific in terms of the statement, "you must restore funding in
higher education to a level that is proportional with the overall reduction in state
government expenditures throughout the state." Is the calculation we use to be based on
the average from FY04 to FY09? What specifically does Rhode Island need to address?
(c) What assurances would be acceptable to USDOE regarding a possible response to this
issue? Any adjustments in our state budget would require legislative action. Under
104 4/22/2011 9:16AM
FOIA Page 1 076
Monday
Kvaal, James
Edujobs, the Secretary is approving release of funding if governors provide assurances
relative to those MOE requirements and then a 60 day reporting period to describe how a
state is going to meet the same. What is envisioned in this situation in terms of an
adequate response?
Appreciate your assistance. We want to be sure we understand what USDOE is requiring
and the parameters under which this occurs.
Please let me know if it would be possible to schedule the call on Monday and please feel
free to call me if you should have any questions about our questions!
Janet
Janet Durfee-Hidalgo
Office of the Governor
State House, Room 128
Providence, RI 02903-1196
PH: (401) 222-8137
Fax: (401) 222-8093
janetdh@gov.state.ri.us

Could we get some additional information? It is not apparent to us
how the determination of need for a waiver or funds restoration was
made.
What data points did the Task Force use to determine that Minnesota
decreased higher education expenditures by more than it reduced
overall expenditures?
How much did the Task Force determine that Minnesota has to restore
to higher education to by-pass the need for a waiver?
Do you have any insight on how states are expected to restore funding
in these current budget downturns? Or is Minnesota the only state
presenting this issue for the CACG program?
Thanks again.
Nancy B. Ph.D.
Program Manager
Office of Higher Education
1450 Energy Park Suite 350
St. MN 55108- 5227
Phone: 651-259- 3907
Fax: 651-642-0597
Email: nancy.walters@state.mn.us
105 4/22/2011 9:16AM
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I August 24, 2010
Tuesday
All Day
2:30 PM - 3:30 PM
7:00 PM - 9:00 PM
I August 25, 2010
Wednesday
All Day
1:15 PM - 2:00 PM
Kvaal, James
Out of Office
Please See Above
(b) (5) --Martha's office or 1-877-784-4150 participant passcodetmJ(!J"J
Interagency Happy Hour Vol 3: ED-USAID -- Fado Irish Pub (808 7th Street NW)
When: Tuesday, August 24, 2010 7:00PM-9:00PM {GMT-05:00) Eastern Time {US &
Canada).
Where: Fado Irish Pub {808 7th Street NW)
Note: We are switching this to Tuesday 8/24 due to a last minute conflict at USAID. Hope
you all can still make it!
Come have fun with our colleagues at USAID
Out of Office
Please See Above
Martha Kanter's office or (866)
765-4170 nantrrant- pas:scoc1e[l
When: Wednesday, August 25, 2010 1:15PM-2:00PM {GMT-05:00) Eastern Time {US &
Canada).
Where: Martha Kanter's office or {866) 765-4170 participant passcode[O)JmJ
Note: The GMT offset above does not refl ect daylight saving time adjustments.
Update: location moved to Martha's office.
Memo for Secretary attached.
TPs/FAQ and other docs to foll ow.
(b) (5)
(b)(5)
106 4/22/2011 9:16AM
FOIA Page 1 078
I August 25. 2010 Continued
Wednesday
4:00 PM - 4:30 PM
I August 26. 2010
Thursday
All Day
1:00 PM - 2:00 PM
Kvaal, James
FW:---tbd
Canada).
Where: tbd
Cal l in?
From: Cichowski, Carol
Sent: ust 25 2010 12:49 PM
To:
ust 25, 2010 4:00 PM-4:30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: tbd
Thanks.
Out of Office
Please See Above
(b) (5) -- 1990 K street, conference room 7122: Note dial in number for to day's call.
When: Thursday, August 26, 2010 1:00PM-2:00PM (GMT-05:00} Eastern Time (US &
Canada).
Where: 1990 K street, conference room 7122: Note dial in number for today's call.
Update: Here is a dial-in for today' s call:
107 4/22/2011 9:16AM
FOIA Page 1 079
Thursday
2:00 PM - 3:00 PM
Kvaal, James
877-459-8236
Participant code: tmJml
Hi Francine-
(b)(5)
Please let me know if you need any additional information.
Thanks!
Zakiya
Zakiya Smith
Senior Policy Advisor
Office of Planning, Evaluation, and Policy Development
(202) 205-9891
Zakiya.Smith@ed.gov
~ -- K Street room 8054orcall in
~ r Thursday's meeting.
(b) (5)
T Th agenda
82610.doc
108 4/22/2011 9:16AM
FOIA Page 1 080
Thursday
3:00 PM - 4:30 PM
August 27, 2010
Friday
12:00 AM - 12:00 AM
9:00 AM - 10:00 AM
2:00PM-3:00PM
Kvaal, James
This is the series
call in for those u
istti)l0).
THANK YOU
Have a nice day!
from 3:00PM to 4:30PM (GMT-05:00) Eastern Time (US & Canada).
Where: K Street
Out of Office
Please See Above
Code: tmJUJI
--7C100
Call-in
Call-in number: 1-888-989-1356
Code: (E)J(gJ
Thanks,
Roberto
(b) (5)
109 4/22/2011 9:16AM
FOIA Page 1081
Friday
I August 30, 2010
Monday
11:30 AM - 12:30 PM
1:00 PM - 2:00 PM
Kvaal, James
(b) (5)
(b) (5) --The Meeting Room is OUS Room 7E312
Canada).
Where: The Meeting Room is OUS Room 7E312
The meeting room is OUS Room 7E312.
Meeting: (b) (5) -- Martha"s Office
Ob"ecf e
(b) (5)
Attendees:
Update:
As of 10:10 am on 7/22, the date and time of this meeting was changed to 1:00 pm- 2:00 pm
on 8/30. As many are on vacation throughout August, this is the earliest date the majority of
attendees are available.
110 4/22/ 2011 9:16 AM
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Monday
4:00 PM - 4:30 PM
5:00 PM - 6:00 PM
5:30 PM - 6:00 PM
6:00 PM - 6:15 PM
7:00 PM - 8:00 PM
I August 31, 2010
Tuesday
9:30 AM - 10:00 AM
Kvaal, James
(b) (5) --James will call Bill at 202 360 8533
OU5/0PE weekly update and FY12 budget discussion -- James' office
Mckinsey. Remondi
(b) (5) -- James' office
Talk together (James, Phil, Leigh) about post-secondary evaluation ideas before larger
OPEPD meeting Tues.
Pick up fedex package
James/leigh discuss American Political Science Association conference (click to see Suzanne's email)
I thought tomorrow morning would give us both time to review this email and develop
ideas. I will come prepared with a list of ideas.
From: Suzanne Mettler
Sent: Tuesday, July 06, 2010 10:26 AM
To: Kvaal, James; DAVID BAIME; Bob Norton; Arsenault, Leigh
Cc: Suzanne Mettler
Subject: APSA panel date and time; panel overview
Dear Bob, David, and James,
Thanks so much for agreeing to serve on the panel at the upcoming American Political
Science Association conference to address the status of public policy toward higher
education. I've just learned that the APSA has assigned us a time slot in the conference
schedule and wanted to let you know what it is: Thursday, September 2, 2 p.m. I believe
the panel wraps up by 3:45.
I will be back in touch again once we have been assigned a location, but I can tell you that
it will be somewhere in either the Omni Shoreham, Washington Hilton, or Marriott
Wardman Park hotels.
I've communicated with each of you individually about the content, but let me say a few
overarching things. Our panel is one of several organized around the broad conference
theme, "hard times." I've entitled it, "Hard Times and Higher Education." Our basic task,
as I see it, is to consider the status of federal financial aid toward students in the midst of
the economic recession, identifying trends and key developments, the implications for
U.S. society, and the challenges that lie ahead. I'd like to ask each of you to address these
matters in your comments, with Bob focusing on the Gl Bill and any related issues, James
discussing the Obama Administration's initiatives, and David discussing the situation of
community colleges. Each of you has a long view in these policy areas, and I'd encourage
you to situate your analysis of the current situation in the context of developments over
the past couple of decades.
111 4/22/2011 9:16AM
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Tuesday
10:00 AM - 10:30 AM
Kvaal, James
It seems to me that paradoxically, "hard times" have actually coincided with some major
reforms in this policy area, as indicated by the creation of the 9-11 Gl Bill (its enactment
pre-dated the downturn but its implementation has coincided with it}, major increases in
Pell Grants, the development of 100% direct lending, and new federal funds for
community colleges (though less than expected at some points in the process). You might
wish to address that paradox in the course of your comments.
I will both chair the panel and serve as a regular panelist myself. In my chair role, I'll
make some introductory comments about the longer history of higher education policy in
the United States, a thumbnail sketch (5 minutes) that touches on the Morrill Act through
the Higher Education Act of 1965 and creation of Pell Grants. The purpose will be to lay
the context for our analysis of higher education policy in the recent past and especially
the past couple of years. Then I will invite each of you to speak, in this order: Bob, James,
David, each speaking for about 12 minutes. Then I will speak for about 10 minutes,
showing results of my research on how usage of higher education policies influences
Americans' attitudes about government and participation in politics. Then we will open
the floor to discussion/Q&A, and I will moderate.
As you prepare your comments, keep in mind that political scientists tend to know
(perhaps surprisingly} little about higher education policy, despite the fact that nearly all
of us work in institutions and with students who rely on it. We will not have an audience
of policy wonks, but rather of folks who probably have a general interest in the subject
and some who are just curious. It will be very helpful, then, if you can pitch your
comments with that in mind, providing some background on developments and
indicating their significance, rather than assuming that the audience is already familiar
with those things.
Thanks again for participating! I'll be back in touch as the conference draws closer.
Sincerely,
Suzanne
Suzanne Mettler
Clinton Rossiter Professor of American Institutions
Cornell University
217 White Hall
In-person Interview with John Lauer, Bloomberg News-- James' office
----- Original Message -----
From: JOHN BLOOMBERG/ NEWSROOM: <jlauerman@bloomberg.net>
To: Justin
Sent: Tue Aug 17 14:40:57 2010
Subject: interview with Undersecretary Kvaal
112 4/22/2011 9:16AM
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Tuesday
10:30 AM - 11:00 AM
11:50 AM - 12:00 PM
12:00 PM - 1:00 PM
2:00 PM - 3:00 PM
Kvaal, James
Hi Justin: As I said on the phoneJ I'd like to see if we can schedule
a time when I can come down to DC and meet with Deputy Undersecretary
Kvaal. The events of the past couple weeks have shown us how
important it is for us to stay in touch with the department on
regulatory directions and events. I'd like to spend a few minutes
talking with him about where he sees the regulator process and the
industry going. Also like to talk about this discrepancy with the
industry's version of the repayment numbers and possible
explanations. We can talk on or off the recordJ up to you all. I can
do it just about any timeJ but would like to set it up for as soon as
next week. Can you help? Thanks again for all your help with this
covering this story. RegardsJ JL
Call with Miller-- 877-680-1959 codetmJBJ
Check-in w/William
(b) (5) -- UCP- CR#112F3; 1-877-953-4729; participant code[G)JQJ
When: Tuesday, August 31, 2010 12:00 PM-1:00PM {GMT-05:00} Eastern Time {US &
Canada}.
Where: UCP - CR#112F3; 1-877-953-4729; participant code[mJmll
(b) (5) -- K Street room 8054 or call in
When: Tuesday, August 31 , 201 o 2:00 PM-3:00 PM (GM
Time (US & Canada).
Where: K Street room 8054 or call in
-05:00) Eastern
MY APOLOGIES- I attached today's agenda to tomorrow's meeting, below is the agenda
for TODAY's meeting.
Please forgive the multiple emails.
T Th agenda 8311 O.doc>>
This is the series
call in for those u
113 4/22/2011 9:16AM
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Tuesday
3:40 PM - 4:10 PM
4:00 PM - 4:30 PM
4:30 PM - 5:00 PM
7:30 PM - 9:00 PM
I September 01, 2010
Wednesday
9:00 AM - 9:30AM
9:00 AM - 9:30 AM
9:30 AM - 10:00 AM
Kvaal, James
isrmJ(!)J
THANK YOU
Have a nice day!
Sandy Baum - - ~
Meeting with John Wilson --James' office
Call with Harkin staff-- 877-680-1959 codetmJml
(b) (6) Ris
Bill Taggart
OUS Retreat-- Martha's office
Attendees:
Confirmed: depart LBJ at 930am
David-FYI, in case you want to travel w /James
Departure
Date: September 1
No. Ofpassengers: 2
From: LBJ
To: EEOB
Time: 930am
Return
Date: September 1
114 4/22/2011 9:16AM
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September 01, 2010 Continued
Wednesday
10:00 AM - 10:30 AM
11:00 AM - 11:30 AM
12:00 PM - 12:30 PM
1:00 PM - 1:30 PM
2:00 PM - 3:00 PM
3:45 PM - 4:00 PM
Kvaal, James
No. Ofpassengers: 2
From: EEOB
To: LBJ
Time: 1 040am
(b) (5)
(b) (5) --593 EEOB
Confirmed: depart EEOB at noon
Bob Brandon -- your office
(b) (5) code[mJQJ
T Th agenda
9.1.10 2 pm.doc
When: Wednesday, September 01 , 2010 2:00 PM-3:00 P (GMT-05:00)
Where: k street 8054 or call in 866-808-5743, codem<i)J
Here is the agenda for today's meeting
T Th agenda 9.1 .1 0 2 pm.doc>>
Thank you, we greatly appreciate your time.
Have a good day!
PS-(b) (5)
Updated: 3:00-4:00 Executive Meeting/(Note: Peter will be out of the office} --Arne's Office
When: Wednesday, September 01 , 2010 3:00PM-4:00PM (GMT-05:00) Eastern Time
(US & Canada).
115 4/22/2011 9:16AM
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Wednesday
4:15 PM - 4:45 PM
Kvaal, James
Conference line:
877.937.6173
Participant Code -[UJJmll
POC:
Briefi ng Mat erials (if necessary) - Joanne Weiss
Update as of 8/31/10: - were added. Thanks, Tia
3:00-4:00 pm. Thanks, Tia
Updat e as of 8/20/10: (b) (5) were added. Thanks, Tia
Update as of 6/10/10: (b) (5) wasadded. Thankyou,Tia
Updat e as of 4/16/10: (b) (5) were added. Thank you, Tia
- --con call call in 877-952-1679, codetmJG)J
When: Wednesday, September 01, 2010 4:15PM-4:45PM (GMT-05:00) Eastern Time (US
& Canada).
Where: con call call in 877-952-1679, code[U)J(gJ
Note: The GMT offset above does not reflect daylight saving ti me adjust ment s.
116 4/22/2011 9:16AM
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Wednesday
6:00 PM - 6:30 PM
I September 02. 2010
Thursday
All Day
Kvaal, James
(b) (5) -- your office
& Canada).
Where: your office
I can do this earlier too.
American Political Science Association conference
From: Suzanne Mettler
Sent: Tuesday, July 06, 2010 10:26 AM
To: Kvaal, James; DAVID BAIME; Bob Norton; Arsenault, Leigh
Cc: Suzanne Mettler
Subject: APSA panel date and time; panel overview
education. I' ve just learned that the APSA has assigned us a time slot in the conference
I've communicated with each of you individually about the content, but let me say a few
theme, "hard times." I' ve entitled it, "Hard Times and Higher Education." Our basic task,
discussing the Obama Administration' s initiatives, and David discussing the situation of
117 4/22/2011 9:16AM
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I September 02, 2010 Continued
Thursday
8:30 AM - 9:30AM
9:30 AM - 10:00 AM
10:00 AM - 10:30 AM
Kvaal, James
pre-dated the downturn but its implementation has coincided with it}, major increases in
(perhaps surprisingly} little about higher education policy, despite the fact that nearly all
with those things.
Sincerely,
Suzanne
Suzanne Mettler
Cornell University
217 White Hall
Department of Government
NY 14853
FSA Update-- COOs Conference Room or 1-877-953-4729; participant codetmJm
cab--leigh will call
Meeting with Sarah Flanagan -- OUS Conference Room
Attendees:
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Thursday
Kvaal, James
Sarah Flanagan
Maureen Budetti
From: Sarah Flanagan <sarah@naicu.edu>
To: Kvaal, James
Cc: Arsenault, Leigh
Sent: Tue Aug 24 08:52:20 2010
Subject: Meeting Request
James--
I wanted to request a follow-up meeting on the Financial Responsiblity Standards issue. It could
either be just the two of us to discuss the overall political and policy issues, or it could include a
more technical assessment with NACUBO, depending on which you thought most useful at this
point.
I have another membership phone call today, with a president who is calling on behalf of himself
and another president, who want to know what our ne>-.1: steps \"Vith the Administrdtion are on tllis
matter, and T would like some ability to report that Ute Administration is responding positively.
There is a growing sense of frustration among CFOs as represented by NACUBO, t11at tJ1e
Department has been silent since spting, and not gotten back to us about any possible next steps.
I am enclosing an article from a Connecticut paper over the weekend, in which someone at the
Department did provide some assurances to the reporter that the list may not be an indicator of
poor educational quality (See bolded reference below). That was helpful, but we would like to
work with you to tllink of a more rational policy approach to all of this that protects students and
taxpayers titrough a more balanced warning system.
Saral1
From: Tony Pals
Sent: Saturday, August 21, 2010 10:22 AM
To: Member News
Subject: MemberNews: Mitchell College flunks Fed's Financial Test; State Commissioner
Says School Still Stable- Sarah Quoted (Hartford Courant)
Hartford Courant
Mitchell College flunks Fed's Financial Test; State Commissioner Says School Still Stable
Mitchell's score on financial test plummets, but some question whether test is fair
assessment
By KATHLEEN MEGAN, kathy.megan@courant.com
August 21 , 2010
Mitchell College, a private, non-profit institution in New London, is the only Connecticut
college to fail the U.S. Department of Education's 2009 "financial responsibility" test.
The waterfront college with 1,000 full and part-time students is one of 149 private,
nonprofit colleges that slipped below what the federal agency considers acceptable
financial standing.
While the report is cause for concern, the college does not appear to be in any imminent
danger of closing, according to Michael Meotti, the state's higher education commissioner.
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Thursday
Kvaal, James
A statement from the U.S. Department of Education also said a failing score does
not mean that a school is in danger of closing or reflect on the quality of the
education at the school.
Meotti , whose agency uses the same financial formula as the federal government to
analyze financial strength, said he was aware of Mitchell's situation last spring and invited
administrators into his office to talk.
"I left the meeting feeling that this is not cause for alarm," said Meotti, "but is an issue that
we will be staying on top of."
A spokesman for Mitchell said the school was not prepared to comment on the report at
this point.
The "financial responsibility" test was developed by the federal agency as a way to make
sure taxpayer's dollars are not at risk in schools where students receive federal financial
aid. It uses a complex formula- taking into account debt, assets and other factors- to
yield a composite score that reflects the financial strength of a college.
"The composite financial score is one measure of a school's financi al responsibility," a
statement from the U.S. Department of Education said, "and is meant to gauge a school's
ability to meet its financial obligations.'
If a college falls below a score of 1.5-the scores run from minus 1 to 3- it fails the test
and could by subject to extra federal oversight and other measures. If the situation
continues over years, the federal agency could decide to cut off federal aid to students at
the school. Mitchell's score dropped to 1 in 2009, after being 2.6 in the two previous
years.
In other nearby states, there were 12 colleges on the list in New York, five in
Massachusetts, 13 in Pennsylvania, none in Rhode Island and one in New Hampshire.
Critics of the education agency's financial formula say it does not provide a fair
assessment of some schools' finances, particularly in the wake of the stock market crash.
Meotti said he learned, in his discussion with Mitchell administrators, that the drop in
Mitchell's score appeared to be related to the stock market decline and the construction of
a new dormitory.
He said there is no question that colleges and universities have been suffering financially
in this economy. According to The Chronicle of Higher Education, which first reported the
financial responsibility scores, the numbers of private nonprofit colleges fail ing the test
has increased steadily from 88 in 2007, to 126 in 2008, to 149 in 2009.
He said that while Mitchell is facing some challenges, he doesn't see their financial
numbers "as a sign that they are in any impending t rouble."
He said that since the federal agency ran the numbers, the stock market has come back
some, and he doesn't think Mitchell is in the same place it was a year or more ago.
"If I had a son or daughter enrolling at Mitchell in the next couple weeks, I would not be
concerned about this federal index this year," he said.
Sarah Flanagan, vice president for government relations for the National
Association of Independent Colleges and Universities, said her daughter is
attending a college that failed the test and she is not concerned.
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Thursday
10:30 AM - 11:30 AM
Kvaal, James
Flanagan said the accounting methods used to determine the schools' fi nancial
scores are fl awed and do not necessarily lead to a fai r assessment of a college's
fi nancial situati on. " Thi s li st i s not an indi cation of a college in trouble," she said.
"You coul d have instituti ons on t he list just because endowments went down."
In additi on, Flanagan said, there are instances where the federal agency has
actually made mistakes in computing t he formul a.
Matthew Hamill, senior vice president for the National Association of College and
University Business Officers. said he also had concerns about the methodology used by
the education agency.
"On the other hand," he said. "It is important for the federal government to be reviewing
the financial condition of colleges and universities that receive federal dollars. particularly
in the form of student aid. They need to be doing this kind of review, but they just need to
do it fairly and appropriately."
http://www.courant.com/news/connecticutlhc-mitchell-college-financial-
trouble201 00821 ,0, 7276820.story
(b) (5) Meeting: --Martha's Office- or- (866) 612-0968 Passoce:tmM
When: Thursday, September 02, 2010 10:30 AM-11:30 AM (GMT-05:00) Eastern Time (US
& Canada).
Where: Martha's Office -or - (866) 612-0968 Passoce: tmJU)I
Int ernal Attendees:
121 4/22/2011 9:16AM
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Thursday
11:30 AM - 12:30 PM
1:30 PM - 2:00 PM
Kvaal, James
Ext ernal Attendees:
None
Agenda:
Martha/Keith will handle
Conference line:
{866) 612-0968
Participant code: [(DJGJI
Brief ing Mat eri als:
Please bring your personal hard copy of the proposal
As of 9/1
1
are added to this meeting.
As of 8/31
1
is added to this meeting
As of 8/30
1
is added to this meeting.
As of 8/23
1
the date and time of this meeting is changed to 9/2 from 10:30 -11:30
As of 8/20
1
are added to this meeting.
As of 8/19
1
the date and time of this meeting is changed to 8/30 from 9:00-
10:00
Confirmed: Gates/McKinsey Briefing-- OUS Conference Room WDCFB6-7E312
Per McKinsey, there are no pre-meeting materials to share. The following individuals will
be in attendance:
Byron Auguste - McKinsey
Martha Laboissiere - McKinsey
Josh Jarrett - Bill & Melinda Gates Foundation
Tom Dawson - Bill & Melinda Gates Foundation
confirmed: depart LBJ at 130pm
Departure
Date: September 2
From: LBJ
122 4/22/ 2011 9:16 AM
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Thursday
2:00 PM - 3:45 PM
Kvaal, James
To: Marriott Wardman Park .Hotel
Time: 130pm
Return
Date: September 2
From: Marriott Wardman Park Hotel
To: LBJ
Time: 4pm
American Political Science Association conference -- Marriott Wardman Park Hotel Room: Maryland C
education. I' ve just learned that the APSA has assigned us a t ime slot in the conference
I' ve communicated with each of you individually about the content, but let me say a few
theme, "hard times." I' ve entitled it, "Hard Times and Higher Education." Our basic task,
discussing the Obama Administration' s initiatives, and David discussing the situation of
pre-dated the downturn but its implementation has coincided with it), major increases in
123 4/22/2011 9:16AM
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Thursday
2:00PM-3:00PM
Kvaal, James
(perhaps surprisingly) little about higher education policy, despite the fact that nearly all
with those things.
Sincerely,
Suzanne
Suzanne Mettler
Cornell University
217 White Hall
Department of Government
Ithaca, NY 14853
-- K Street room 8054orcall in
meeting: that this be sent to you for
today's discussion:
124 4/22/2011 9:16AM
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Thursday
4:00 PM - 4:30 PM
Kvaal, James
tBBI
9-2-lO.xl s
Here is the agenda for today:
9-2-10
Agenda.doc
This is the series
call in for those u
is(mDJJ
THANK YOU
Have a nice day!
confirmed: depart Marriott at 4pm
Departure
Date: September 2
From: LBJ
To: Marriott Wardrnan Park Hotel
Time: 130pm
Return
Date: September 2
Traveler's name: j ames Kvaal
125 4/22/2011 9:16AM
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Thursday
7:00 PM - 8:00 PM
September 03, 2010
Friday
8:00 AM - 8:30 AM
9:00 AM - 10:00 AM
12:00 PM - 1:00 PM
2:00 PM - 2:30 PM
Kvaal, James
No. Ofpassengers: 2
From: Marriott Wardman Pack T-{otel
To: LBJ
Time: 4pm
Steve Surd
Senior Staff Communications/Scheduling Meeting -- Secretary's Conference Room
When: Friday, September 03, 2010 8:00AM-8:30AM (GMT-05:00) Eastern Time (US &
Canada).
Dial-In
1-877-973-2712
Participant Code:""[ti)_I_,ID,_

Code: [CDJU
Nina Reese -- 701 Penn
(b) (5) -- James' office
126
Thanks,
Roberto
4/22/2011 9:16AM
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Friday
3:00 PM - 3:30 PM
Saturday
9:30 AM - 10:30 AM
11:00 AM - 12:00 PM
1:00 PM - 1:30 PM
6:00 PM - 7:00 PM
Monday
All Day
Kvaal, James
Georgia
(b) (6)
To do this weekend:
(b) (5)
(b)(5)
Phone: 877-937-6173
LeaderCode:-
Participate coe: j)J
127 4/22/2011 9:16AM
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Monday
5:00 PM - 6:00 PM
Tuesday
10:00 AM - 11:00 AM
12:30 PM - 1:30 PM
4:00 PM - 5:00 PM
9:00PM- 10:00 PM
Kvaal, James
OUS/OPE weekly update --alternating locations: K St or LBJ
(b) (5) office or call in
When: Tuesday, September 07, 2010 10:00 AM-11:00 AM (GMT-05:00) Eastern Time (US
& Canada).
Where:- office or call in
Call in line 866-836-3443
Participant code[tDJ(!JJI
Jeff Baker will call in from vacation
lunch w Neera
-- LBJ - 7E312; Con Call 1-877 -953-4729; participant code
When: Tuesday, September 07, 2010 4:00PM-5:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: LBJ- 7E312; Con Call1-877-953-4729; participant code[(i)Jml
Note: The GMT offset above does not reflect dayl ight saving time adjustments.
8/30-Updated w/Conference Room
1-877-953-4729; part code[tDJ(!JJI Bill is leader
Gainful Employment-- 202-395-6392 tmJBJ
(b) (5)
(b)(5)
128 4/22/2011 9:16AM
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Tuesday
I S. eptember 08, 2010
Wednesday
7:30 AM - 1:00 PM
Kvaal, James
I

-
OUS Staff Retreat-- LBJ learning Center, Room 1W128
When: Wednesday, September 08, 2010 7:30AM-1:00PM (GMT-05:00) Eastern Time (US
& Canada).
Where: LBJ Learning Center, Room 1 W128
Please do not forward this invite.
129 4/22/2011 9:16AM
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Wednesday
2:00 PM - 3:00 PM
Kvaal, James
External Attendees:
1. Elizabeth Vasquez, Facilitator, MCA Consulting
Agenda:
Light breakfast and lunch will be served
Addition policy decision making meeting -- k street 8054 or call in 866-808-5743, code[mJBJ
When: Occurs every Wednesday effective 9/1/2010 until 9/8/2010 from 2:00PM to 3:00
PM (GMT-05:00) Eastern Time (US & Canada).
Where: k street 8054 or call in 866-808-5743, codetmJUJJI
We are scheduling an additional meeting this week and next, (if necessary) , to reach
conclusion on several issues. Please, if you are unable to attend des nate someone in
r stead for this as well as
Thank you, we greatly appreciate your time.
Have a good day!
PS-(b) (5)
130 4/22/2011 9:16AM
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Wednesday
2:00 PM - 3:00 PM
3:30 PM - 4:00 PM
Kvaal, James
GE Meeting-- Martha's office -or- (866) 612-0968 Passcode: tmJG)J
& Canada).
Where: Martha's office -or- (866) 612-0968 Passcode: tmiUJI
Purpose:
(b) (5)
Internal Attendees:
External Attendees:
None
Conference Line:
(866) 612-0968
Participant Code:(E)J(OJ
Briefing Materials:
None needed
As of 9/6, this meeting is moved to 9/8 from 2pm-3pm.
Executive Committee Meeting w/out AD --Joanne's Office -or- Dial: 877-973-2712 Code:tmJGJJ
When: Wednesday, September 08, 2010 3:00PM-4:00PM (GMT-05:00) Eastern Time {US
& Canada).
Where: Joanne's Office -or- Dial: 877-973-2712 Code:tmJml
131 4/22/2011 9:16AM
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Wednesday
4:30 PM - 5:00 PM
5:00 PM - 5:30 PM
Kvaal, James
Appropriate time slots forthcoming ...
-- dial-in #s: 202 395 6392
Conference call is now at 4:30pm today, and the dial-in #s are the same.
Thanks for your responses.
Lisa Branch
CEA
202 395 5879
Mtg. re: 2012 Mandatory Follow-up-- 5E313 (Carmel's Office) [Dial: 877-465-1876; Code:tmJa
& Canada).
Where: 5E313 (Carmel's Office) [Dial : 877-465-1876; Code:WlJUDI
Date
Wednesday, September 8-- TODAY
Time
5:00 - 5:30 PM
Location
5E313 (Carmel's Office)
Call Information
Dial 877-465-1876
Scheduling
132 4/22/2011 9:16AM
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Wednesday
5:30 PM - 6:00 PM
Thursday
8:00 AM - 8:30 AM
8:30 AM - 9:30 AM
10:00 AM - 12:00 PM
10:00 AM - 11:00 AM
1:30 PM - 2:00 PM
2:00 PM - 3:00 PM
Friday
9:00 AM - 10:00 AM
Kvaal, James
Martha
Move car
FSA Update-- OUS Conference Room or 1-877-784-4150 participant passcode[Ci)JG)J
Meeting (b) (5)
(b) (5) -- 7E312
When: Thursday, September 09, 2010 10:00 AM-11:00 AM (GMT-05:00) Eastern Time (US
& Canada).
Where: 7E312
security thing
~ -- K Street room 8054 or call in
~ a .
9-9-10
Agenda.doc
This is the series
call in for those u
istmJWJI
THANK YOU
Have a nice day!
The
code
133 4/22/2011 9:16AM
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I September 10. 2010 Continued
Friday
9:30 AM - 9:30AM
11:30 AM - 12:00 PM
1:30 PM - 2:00 PM
Kvaal, James
Code: [IDD)J
Glenn and Dennis -- PCP 11156/84
(b) (5) -- James office
Thanks,
Roberto
When: Friday, September 10, 2010 11:30 AM-12:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: James office
(b) (5)
(b)(5)
PIV 10 Badge -- print form first -- 1E102
James, please be enrolled into the Personal Identification Verification
system PIV under the Homeland Security Presidential Directive
HSPD-12. All federal employees are to enroll , register and be issued a
134 4/22/2011 9:16AM
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Friday
2:00 PM - 3:00 PM
Saturday
9:30 AM - 10:00 AM
Kvaal, James
identification card called the PIV ID Badge. The enrollment is necessary as
EDs computers will require the card to log onto the system.
PIV enrollment takes place in LBJ, 1 E1 02 from 9- 10 am or from 130 -230
pm daily. To learn more about the PIV Enrollment go to ConnectED- top
right Search PIV. There is an application attached to print out fill out and
bring with you along with 2 photo IDs. 1 may be your ED ID Badge. This
enrollment process will take approximately 20 minutes. Your PIV ID Badge
will take about a week to manufacture on-site. You will be contacted by
email from the ED ID Office when your PIV ID Badge is ready to be picked
up.
(b) (5) -- Kvaal's Office, Room 7E306
When: Friday, September 10, 2010 2:00PM-3:00PM (GMT-05:00) East ern Time (US &
Canada).
Where: Kvaal' s Office, Room 7E306
Example schools
FOIA Page 11 07
Saturday
Monday
8:30 AM - 9:30 AM
9:30 AM - 10:30 AM
11:00 AM - 12:00 PM
Kvaal, James
(b)(5)
To do
Resp onsib ilit ies
-- OUS conference room LBJ-7E312 or (866) 765-4170 participant
(b)(5)
- --Call in will be 877-952-1679 and code istmJG)J
When: Monday, September 13, 2010 11:00 AM-12:00 PM (GMT-05:00} Eastern Time (US
& Canada).
Where: Call in will be 877-952-1679 and code is[CDJUJJ
136 4/22/2011 9:16AM
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Monday
12:00 PM - 12:30 PM
1:30 PM - 2:00 PM
2:00PM-4:00PM
4:00 PM - 4:30 PM
5:30 PM - 6:30 PM
8:00 PM - 8:00 PM
Tuesday
8:00 AM - 8:30 AM
12:00 PM-1:00PM
Kvaal, James
Weekly higher ed call w/Big 4 -- OlCA Conference room or call 866-793-1942 code:tmJG)J
When: Occurs every Monday effective 9/13/2010 from 12:00 PM to 12:30 PM
(GMT-05:00) Eastern Time (US & Canada).
Where: OLCA Conference room or call866-793-1942 code:ta)Jml
Update 2/4/11: It would be great, to meet in OLCA's conference room for the weekly call
(assuming you are in LBJ). The call-in number has not changed though. Thanks!
cab to Hyatt Regency Crystal City (room Potomac m) -- 2799 Jefferson Davis Highway
HBCU Panel -- Hyatt Regency Crystal City, Rm Potomac III
Confirmed: return car w/Bill
tmJQM-- 1-877-784-4150 participant passcode[6)JG)J
Of Montreal -- 9:30
Breakfast w Hal -- Poste
(b) (5) Conference Call --Call 202-395-6392, Participant Code[U)JmJ #
Hi all-
(b) (5) Ym writing to confirm the caU at 12:00 PM today. The
conference number is 202-395-6392, participant code(O)JG)J #. Please let
me know if you have any questions or need additional info.
Thanks again,
Andres
Dear all-
137 4/22/2011 9:16AM
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Tuesday
3:00 PM - 3:30 PM
5:30 PM - 6:00 PM
7:30 PM - 9:00 PM
Wednesday
8:00 AM - 8:30 AM
Kvaal, James
Please *hold* 12 PM tomorrow for a conference call on the
l(b)(S) lr will circle back in the
morning with corififmation. hl the meantime, please let me know if you
have any questions.
(b) (5)
Thanks in advance,
Andres
Interview w/Mary Pilon, WSJ -- Justin's office
Mary Pilon 1 The Wall Street Journal
1211 Sixth Ave., 5th Fl. , New York, NY, 10036
212.416.23221 marv.pilon@wsj.com 1 Twitter <http://twitter.com/marvpilon>
Follow-Up Conference Call on (b) (5) --Call 202-395-6392, Participant Code[mmJI #
drinks -- TBD
Canada).
Where: TBD
Sorry to run.
Ed Tech Taxonomy-- WDCFB6-7C100
When: Wednesday, September 15, 2010 8:00AM-8:30AM (GMT-05:00) Eastern Time (US
& Canada).
Where: WDCFB6-7C100
138 4/22/2011 9:16AM
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Wednesday
10:00 AM - 10:30 AM
10:30 AM - 11:00 AM
11:00 AM - 11:30 AM
12:00 PM - 12:30 PM
12:30 PM - 2:30 PM
Kvaal, James
Check-in call w/Miller & Harkin staff -- Gaby's office or ca11877-680-1959 code:teJG)J
When: Wednesday, September 15, 2010 10:00 AM-10:30 AM (GMT-05:00) Eastern Time
(US & Canada).
Where: Gaby's office or call 877-680-1959 code:[(!)J(!JJ
Check-in w/Zakiya -- James' office
Interview w/Nick Anderson from WaPo -- James' office
-- -- Original Message-----
From: "Hamilton, Justin" [Justin.Hamilton@ed.gov]
Sent: 09/13/2010 04:51PM EST
To: "Arsenault, Leigh" <Leigh.Arsenault@ed.gov>; "Kvaal, James" <James.Kvaal@ed.gov>; Nick
Anderson
Subject: Washington Post request
James,
Looping Nick from Wapo. He would like to do a story on the gainful, the regs, what Kaplan is
doing, etc. He's like to come by here to do an in person interview on Wednesday. Can we find
some time to do that?
HOLD: travel
CAP and Hamilton Project review project-- CAP, 1333 H
From: Sarah Wartell [mailto:swartell@americanprogress.org]
Sent: Thursday, August 26, 2010 6:54 PM
To: Kvaal James
Cc: tmJODgmail.com'
Subject: A Favor
James,
I have been back to the DMV 2x more since our last liason there. Hope
your summer was better spent.
And thanks for the head's up re Peter. We've spent some time talking
through his situation. He appreciates the concern of friends
CAP is currently partnering with the Hamilton Project as a follow up to the
Future of American Jobs conference to produce a series of papers. Among
these papers, we are commisssioning a piece by Bridget Terry Long of the
Harvard Graduate School of Education on the emerging importance of
information in the higher education marketplace. The paper will describe
the need for information to support college decision-making and flaws in
the availability of timely, accurate and user-friendly information. It will also
suggest ways to integrate long-existing and newly available data to
empower students and families to make better college choices.
I have attached a brief summary of the issues and policies to be covered in
139 4/22/2011 9:16AM
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Wednesday
1:30 PM - 2:00 PM
2:00 PM - 2:30 PM
3:00 PM - 4:30 PM
3:00 PM - 3:30 PM
Kvaal, James
the paper for your review.
We would like to invite you to participate as a reviewer of this paper. I know
your time is scarce, but we would really benefit if you might be able to give
us feedback and help us to frame it in a useful and constructive way. The
most time effective way to do that is to participate as a reviewer of this
paper, which will entail joining CAP and Hamilton, along with a couple
other experts as we provide feedback to Terri and discuss how to
strengthen this proposal. The "author's conference" is scheduled for 12:30
to 2:30 on September 15th.
Please let me know if you can make it (or second best - have someone
else to suggest) and/or have any questions,
Thanks,
Sarah
HOLD: travel
Executive Committee Meeting (w/out AD} --Joanne's Office -or- Dial: 877-973-2712 Code:[G)JQJ
& Canada).
Where: Joanne's Office -or- Dial: 877-973-2712 Code:tmJml
(b) (5) (b) (5)
Respective time slots and complete agenda and materials will be sent tomorrow. Thank
you.
When: Wednesday, September 15, 2010 3:00PM-4:30PM (GMT-05:00) Eastern Time
(US & Canada).
877-465-1876
tmiWII
Mary B e t h - - ~
140 4/22/2011 9:16AM
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Thursday
8:00 AM - 9:00AM
9:30 AM - 10:00 AM
11:30 AM - 12:00 PM
12:30 PM - 1:30 PM
Kvaal, James
(b) (5) 8:00-9:00 September 16th -- Secretary's Conference Room (OS Managed)
When: Thursday, September 16, 2010 8:00AM-9:00AM (GMT-05:00) Eastern Time (US &
Canada).
POC:
Briefing Materials - James Kvaal
Update as of 9/15/10: The date and time of this meeting has been changed from today
to tomorrow at 8:00am. Thank you, Tia
Update as of 9/14/10 at 4:15pm: The time of this meeting has been changed from
5:00-6:00 pm to 5:15-6:15 pm. Thank you, Tia
Update as of 9/14/10 at 1:01pm: (b) (5) were added. Thank you, Tia
FSA Update-- OUS Conference Room or 1-877-784-4150 participant passcode[mmJ
(b) (5) Meeting w -- James' office
When: Thursday, September 16, 2010 11:30 AM-12:00 PM. Eastern Standard Time
lunch w Mike Smith
141 4/22/2011 9:16AM
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Thursday
2:30 PM - 3:00 PM
4:00 PM - 4:30 PM
4:45 PM - 4:45 PM
5:00 PM - 6:00 PM
Kvaal, James
Monthly Check-in with Martha and Bill-- Martha's Office
to 8:30AM (GMT-05:00} Eastern Time {US & Canada).
Meeting w/George Conant (CSU long Beach) -- Gaby's office
When: Thursday, September 16, 2010 4:00PM-4:30PM (GMT-05:00) Eastern Time {US &
Canada}.
Where: Gaby's office
4:45 Depart ED; en route WH w/Martha Kanter, James Kvaal and Tony Miller --Please meet AD in the
basement
When: Thursday, September 16, 2010 4:45PM-4:45PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Please meet AD in the basement
Canada).
Where: (b) (5)
142 4/22/2011 9:16AM
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Thursday
5:00PM - 6:00 PM
Kvaal, James
POC:
Briefing Materials- James Kvaal
Update as of 9/14/10 at 12:24 pm: Martha, James and Tony are all confirmed to join
Arne. Thank you, Tia
FW: (b) (5) (b) (5)
From: Zelman, Allison L. On Behalf Of (b) (5)
O.: or'\t-O,..,..IhOr 13 2010 3:44 PM
When:
& Canad&.___
W h e r e : ~
Hi everyone,
:00 PM-6:00 PM (GMT-05:00) Eastern Time (US
Please let me know if you or your boss will be unable to attend this meet ing on Thursday.
Thank you!
ttaSJ
Manifest :
143 4/22/2011 9:16AM
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Thursday
6:00 PM - 6:30 PM
7:00 PM - 7:30 PM
Friday
All Day
7:30 AM - 1:30 PM
8:00 AM - 8:30AM
9:00 AM - 10:00 AM
1:30 PM - 2:00 PM
Kvaal, James
6PM Motor pool w/ Martha, James, Driver: leon Chapman 202-401-6142 -- White House (pick-up: 17th
and State) to LBJ
When: Thursday, September 16, 2010 6:00PM-6:30PM (GMT-05:00) Eastern Time {US &
Canada).
Where: White House (pick-up: 17th and State) to LBJ
Pack: Higher Ed? book; first PI regulation
OUT OF OFFICE
ON FUGHT
Eastern Time {US & Canada).
Code: [O)Jml
Phone calls
Ceci, (202) 395-5046
144
Thanks,
Roberto
4/22/2011 9:17AM
FOIA Page 1116
Friday
2:15 PM - 3:15 PM
4:30 PM - 6:00 PM
5:30 PM - 6:00 PM
Monday
All Day
11:00 AM - 1:00 PM
Kvaal, James
Pauline, {510) 318-7903
Larry Oxendine, 301 385 9891, 301 855 4439
Peter McPherson, 202 478 6060
Charl ie Rose, 202-510-5772
(b) (6) SHHHHHH! It's a surprise! ) --Secretary's Conference Room (OS Managed)
When: Friday, September 17, 2010 2:15PM-3:15PM {GMT-05:00) Eastern Time (US &
Canada).
Join us in the Secretary's Conference Room at
2:15 for homemade ice cream, cake and a surprise birthday celebration foDJE)]. Also,
please pass this on to anyone we might have missed. Thanks!
Eric, Sam, Jr. and Justin
ON FUGHT
Call wNA -- 866-793-1942 code:[G)Im
When: Friday, September 17, 2010 5:30PM-6:00PM {GMT-05:00) Eastern Time {US &
Canada).
Where: 866-793-1942 code:WJJml
Actually 5:30 instead of 5 pm. Please let me know if this doesn't work for you.
HOLD POSSIBLE OUT OF OFFICE
HOLD- for OMB -PREP with (b) (5)
When: Monday, September 20, 2010 11:00 AM-1:00PM (GMT-05:00) Eastern Time {US &
Canada).
145 4/22/2011 9:17AM
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Monday
11:00 AM - 1:00 PM
12:00 PM - 12:30 PM
12:30 PM - 1:00 PM
12:40 PM - 1:00 PM
1:00PM-2:00PM
2:00 PM - 2:30 PM
2:05 PM - 2:35 PM
2:15 PM - 2:45 PM
Kvaal, James
HOLD- for OMB -PREP with (b) (5)
When: Monday, September 20, 2010 11:00 AM-1:00PM (GMT-05:00) Eastern Time (US &
Canada).
Weekly higher ed call w/Big 4 -- OLCA Conference room or call 866-793-1942 code:tmJml
When: Occurs every Monday effective 9/13/2010 f rom 12:00 PM to 12:30 PM
Where: OLCA Conference room or call866-793-1942 code:mmJ
Joanne/ James Chat-- Joanne's Office
When: Monday, September 20, 2010 12:30 PM-1:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Joanne's Office
Car departs at 1240pm for 2120 l St NW -- In basement
lunch w Dl Coalition -- M&R. 2120 l Street, NW
Robert
Car returns at 205pm for LBJ
Meeting to discuss FAFSA -- TBD
When: Monday, September 20, 2010 2:15PM-2:45PM (GMT-05:00) Eastern Time (US &
Canada).
Where: TBD
146 4/22/2011 9:17AM
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Monday
3:00 PM - 4:00 PM
4:00 PM - 4:30 PM
4:30 PM - 5:00 PM
5:00PM-6:00PM
6:30 PM - 7:00 PM
7:00 PM - 7:30 PM
Kvaal, James
-- OUS conference room or 877 784 4150 leader pass codetmmJ
(b) (5) --Georgia's Office- 6E341
Canada).
Where: Georgia's Office- 6E341
Call David in his office
Gainful Employment Discussion -- Call 202-456-1325 pw:IISm
Sorry everyone -
We have to move this call to 4:30pm. This looks like it works for everyone, but please let me
know if not and we can look at other options. Same call-i n number as listed below.
Thanks!
W)EJ
Hi everyone,
Please use t he call-in number below for a call on gainful employment today:
CONFEREE PASSCODE: (li)J(g.
Thanks!
W)EJ
OUS/OPE weekly update -- K St
Pauline
HOLD: Meeting: Tony and James-- Tony's Office
Canada).
147 4/22/2011 9:17AM
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Monday
10:00 PM - 10:30 PM
Tuesday
9:30 AM - 10:30 AM
11:30 AM - 12:00 PM
1:00 PM - 2:00 PM
Kvaal, James
Leigh will confirm time.
Updated: Job Retention-- 877-784-4150 leadertmM participan9JU
David B
Meeting w/COE
1:00-2:00 All Staff Meeting-- DOEd/Barnard Auditorium
When: Tuesday, September 21, 2010 1:00 PM-2:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: DOEd/Barnard Auditorium
* ~ * ~ * ~ * ~ * ~ * ~ * ~ * ~ * ~ *
Abrevaya, Sandra
Adams, Kristen
Ahlgren, Kate
Ahuja, Kiran
Ali, Russlynn
Andersen, Susie
Anderson, Jo
Annino, Angelica
Arsenault, Leigh
Asare, Kwasi
Asfaw, Alula
Aylward, Rayna
Babers, Beverly
Barrera, Rosalinda
Barrett, Tarik
Bedell, Ken
Benarroch, Taryn
Bold, Marisa
Borders, Tia
Bravo, Noel
Brain, Alexandra
Campbell, Neil
Cator, Karen
Ceja, Alejandra
Chapman, Katy
Chen, Miya
Chong, Frank
Cummings, Glenn
148 4/22/2011 9:17AM
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Tuesday
Kvaal, James
Cunni ngham, Pet er
Darni eder, Greg
Diamant , Shannon
Dunbar, Adrienne
Duporte, Franklyn
Duran, Maribel
Easton, John
Ferguson, Keith
Fingland, Jodie
Fost er, Heat her
Friedl ander, Rob
George, Maggie
Gomez, Gabriell a
Gran, Jackie
Grant, Elizabeth
Hamilton, Justin
Haro, Adrian
Harper, Krist en
Harris, Carl
Hawley, Hannah
Hicks, Steven
Hoekstra, Jason
Hoff, David
Horwich, Lloyd
Hurwitz, Hugh
Immerman, Suzanne
It zkowitz, Michael
Jenni ngs, Kevi n
Jones, Jacqueline
Jones, Kandace
Jordan, Stacey
Jupp, Brad
Kanter, Martha
Kvaal, James
Lach, Michael
Lagdameo, Christi na
Laitinen, Amy
Lamb, Michael
Lee, Eddie
Lewis, Andre
Liao, Kevin
Liepa, Hill ary
Malico, Melinda
Mansukhani, Sunil
Matthews, Sandra
Marti n, Carmel
Marti n, Phil
Martinez, Crystal
Martinez-Blanco, Frankie
149 4/22/2011 9:17AM
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Tuesday
Kvaal, James
Means, Steven
Melendez, Thelma
Miceli, Julie
Midgley, Steve
Miles, Emil y
Mill er, Tony
Montoya-Tansey, Hallie
Morton, Kim
Muenzer, Melanie
Musgrove, Melody
Myers, Sam
Myers, Vicki
Obergh, Jon
Ochoa, Eduardo
Pearson, Scott
Perl mutter, Alexis
Perry, Jelani
Pestronk, Jefferson
Phillips, Nia
Piche, Dianne
Plotki n, Hal
Posny, Alexa
Ragland, Wi lliam
Retana, Al berto
Rico, Jose
Rieman, Heather
Ritsch, Massie
Rivas, Margarita
Robbins, Michael
Rocha, Elena
Rose, Charl ie
Ruttledge, Lynnae
Salk, Sam
Sandoval, Gabriel
Schmidt, Greg
Sepulveda, Juan
Shah-Mall ick, Shivam
Shelton, Bet sy
Shelton, Jim
Smith, Zakiya
Snyder, Jason
Solomon, Cathy
Soto, Ricardo
Sova, Alexandra
Spell man, Rene
Sprow, Stephanie
Swenson, Sue
Tackett, Larkin
Tighe, Kathleen
Tobin, Katherine
150 4/22/2011 9:17AM
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Tuesday
3:00 PM - 4:00 PM
Kvaal, James
Tuten, Tim
Ut rup, Liz
Vadehra, Emma
Vaupel, Jon
Waldo, Eric
Waller, Jen
Webb De Macias, Carolyn
Weiss, Joanne
Whalen, Ann
Whit e, John
Whit man, David
Wilson, John
Wint ers, Shannon
Wurtzel, Judy
Yale, Matthew
Young, Kathryn
Young, Margaret
Young, Nicole
Yu, Donald
Yuan, Georgia
POC:
Briefi ng Materials- Joanne Weiss
Barnard Auditorium - John McGrath
Updat e as of 9/16/10: Additional st aff was added. Thank you, Ti a
Updat e as of 9/15/10: Beverl y, Jelanie and Gabri el were added. Thank you, Tia
Update as of 8/5/10: Rob Friedlander was added. Thank you, Tia
Update as of 8/2/10: Margarita Rivas was added. Thank you, Tia
Updat e as of 7/27/10: Alexandra Sova was added. Thank you, Tia
Update as of 7/22/10: The date of this meeting has been changed from 9/7/10 to
9/21/10. Thank you, Tia
Update as of 7/21/10: The date and time of this meeting has been changed from 9/9/10
from 2:00-3:00 pm to 9/7/10 from 1:00-2:00 pm. Thank you, Tia
Updat e as of 7/15/10: Alexandra Broin and James Kvaal were added. Thank you, Tia
(b) (5) -- 7E312
When: Tuesday, September 21, 2010 3:00PM-4:00PM (GMT-05:00) Eastern
Time (US & Canada).
Where: 7E312
151 4/22/2011 9:17AM
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Tuesday
Kvaal, James
Re: (b) (5)
J I've proposed an
our, butthmk a meetmg need only go 30 could make t IS a conference
call, if a face-to-face isn't necessary.
Michael
From: Sarah Flanagan [mailto:sarah@naicu.edul
Sent: Tuesday, September 07, 2010 2:32 PM
To: Kvaal, James; Dannenberg, Michael; Arsenault, Leigh
Subject: Mercer, Wesleyan flunk feds' test of financial responsibility- NAICU Quoted
(Macon Telegraph)
FY1-- note the cmmnentary from the Department as well--- IN BOLD, so you can scroll
Sarah
Macon, Ga. , Telegraph
Posted on Mon, Sep. 06, 2010
Mercer, Wesleyan flunk feds' test of financial responsibility
By PHILLIP RAMATI
\/\/hen the U.S. Department of Education released its 2009 Financial Responsibility List
last month, Mercer University and Wesleyan College were among nearly 200 colleges
cited in the report.
The list is made up of colleges that failed the department's financial responsibility test.
The test measured data from fiscal2009, examining a snapshot of the school's financial
picture by studying its endowment values.
But officials from Mercer and Wesleyan said the data the federal department used is
skewed and doesn't give a complete picture of a college's financial standing. Moreover,
they said, the snapshots of their endowments were taken during a particularly volatile
upheaval of the stock market, which has since been on the rebound.
"Really, the thing that changed most dramatically were endowments," said Larry Brumley,
senior vice president for marketing and communications at Mercer. "Investments had
fallen when the market dropped, and that's when the snapshot was taken."
Rick Maier, vice president of fiscal affairs at Wesleyan, said the department's list has
"mechanical errors. "
He said, "2009 was such a unique year in terms of the stock market. They've used this
standard which no one really paid much attention to before. All of a sudden, it's come into
focus."
According to information published by The Chronicle of Higher Education, the department
152 4/22/2011 9:17AM
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Tuesday
Kvaal, James
measures colleges using a complicated formula. Colleges are rated from a -1 to a 3.
Colleges that score a 1 to a 1 .4 may be subject to restrictions on how federal funds are
distributed. Schools below a 1 are subject to extra requirements by the Department of
Education, including posting letters of credit equal to at least 1 o percent of the federal
student-aid funds they receive.
After two straight years of posting perfect 3s, Wesleyan scored a 0.6 in fiscal 2009.
Mercer had scores of 2.8 and 2.0 its previous two years before posting a 1 in fiscal 2009.
The National Association of Independent Colleges and Universities issued a
statement the day after the Department of Education released the list, assuring the
public that most of the colleges are on solid financial ground.
"In many cases, colleges only appear on the list because of the accounting
methods that do not consider the institution's overall resources," the statement
read. "(Some schools that) appear on the list based on the day the snapshot was
taken, and today would pass the test with flying colors."
Maier and Brumley said they expect their respective schools not to be cited when the list
for fiscal 201 o is released next year.
NAICU officials said they're working with the Department of Education to come up
with ways to change the way the financial responsibility scores are calculated,
though department officials said there are no imminent changes to the formula.
Jane Glickman, a spokeswoman for the Department of Education, said the list isn't
meant to punish schools.
"It's done to ensure federal taxpayer money is protected," she said.
Glickman said the financial score is one measure of a school's financial
responsibility and is meant to gauge its ability to meet its financial obligations. It's
not meant to imply that the schools listed are in dire straits.
Wesleyan officials point out that the college has been proactive in saving money, enacting
budget cuts when the recession first began.
"We've reacted to the general economy, not the Department of Education," Wesleyan
spokeswoman Susan Welsh said. "We've been fiscally responsible. Our staff and faculty
have been extraordinary with our budget cuts."
Brumley said despite the decline in Mercer's endowment when the market fell, it had no
impact on the college's operations.
"(The department) is looking at balance sheet strength, not operational strength," Brumley
said. "We've been operating in the black for several years."
Brumley said Mercer has had record enrollment, with revenues increasing from $152
million in 2007 to $180 million this year.
"In every way, the university is moving forward," he said.
Brumley said Mercer chooses to reinvest its money into the college's programs and
facilities "rather than just sock away money to build up the ratio. There were institutions
that did just that."
Maier said a new audit for fiscal 201 o will be finished in a few weeks and is expected to
show how much effect Wesleyan's efforts to reduce expenses and maximize income have
had in the past year.
Welsh said she and other members of the Wesleyan community are looking forward to a
153 4/22/2011 9:17AM
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Tuesday
4:00 PM - 5:00 PM
Wednesday
All Day
Kvaal, James
great year.
"I feel like this is going to be Wesleyan's best year,n she said. "We've had a 20-percent
increase in enrollment. Next year is our 175th anniversary . .. . We've got so many great
things going on. It's a little discouraging that (the Department of Education) is revisiting
something from two years ago when we've worked so hard as a community."
To contact writer Phillip Ramati, call 744-4334.
http://www .macon .com/201 0/09/06/1254154/mercer-wesleyan-flunk-feds-test.html
- -- LBJ- 7E306- 1-877-953-4729; participanttmEJ
When: Tuesday, September 21, 2010 4:00 PM-5:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: LBJ - 7E306 - 1-877-953-4729; participant[mJ(;JJ
(b) (5)
Bob, please call in with the# above.
USDLA Policy Forum
From: Kvaal, James [mailto:James.Kvaal@ed.gov]
Sent: Tuesday/ June 29
1
2010 10:12 AM
To: John Flores
Cc: Reggie Smith III; Rob Robinson; Kim Airasian; Arsenault, Leigh
Subject: RE: USDLA Policy Forum
Hi John, good to hear from you and thanks for the invitation. I'd like to do this if my
schedule permits. Leigh can make sure.
Thanks
James
From: John Flores [mailto:jflores@usdla.org]
Sent: Tuesday/ June 29
1
2010 8:59AM
To: Kvaal, James
Cc: Reggie Smith III; Rob Robinson; Kim Airasian
Subject: FW: USDLA Pol icy Forum
Dear James:
154 4/22/2011 9:17AM
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Wednesday
9:00 AM - 11:45 AM
Kvaal, James
I hope this email finds you in good stead as you begin your new position at the DOE.
Again congratulations!! Today I am writing to ask if you might be available and willing to
participate in the USDLA Policy Forum scheduled for Sept 22 in D.C. at the City Tavern
Club in Georgetown on the corner of M and Wisconsin. At present we have Congressman
Robert E. Andrews, Democrat, New Jersey speaking from 930 -1030 and would love to
have you be the keynote speaker form 1045 -1145. The focus will be on the future of
Distance learning and what new pol icies and /or intentions will be forthcoming from DOE.
You could focus your remarks around broad ideas with some Q and A afterwards. The
schedule for the day looks as follows
9 - 930 .... ... ...... ... ... .. coffee
930-1030 .... ... .. Congressman Andrews with some Q and A
1045- 1145 .... ... .. . TBA with some Q and A
1145- 1245 .... ... .. ..... . lunch and wrap up by USDLA folks with general Q and A
Hopefully you will be willing to be our second and final keynote.
Let me know if this will fit your schedule. Thanks James for your consideration.
John
John G. Flores, Ph.D.
Chief Executive Officer
USDLA
8 Winter Street, Suite 508
Boston, MA 02108
617.399.1770 (voice)
617.399.1771 (fax)
www.usdla.org
USDLA Policy Forum remarks-- City Tavern Club 3206 M Street NW
From: John Flores [mailto:jflores@usdla.org]
Sent: Tuesday, June 29, 2010 8:59AM
To: Kvaal, James
Cc: Reggie Smith III; Rob Robinson; Kim Airasian
Subject: FW: USDLA Policy Forum
Dear James:
I hope this email finds you in good stead as you begin your new position at the DOE.
Again congratulations!! Today I am writing to ask if you might be available and willing to
participate in the USDLA Policy Forum scheduled for Sept 22 in D.C. at the City Tavern
Club in Georgetown on the corner of M and Wisconsin. At present we have Congressman
Robert E. Andrews, Democrat, New Jersey speaking from 930 -1030 and would love to
have you be the keynote speaker form 1045 -1145. The focus will be on the future of
Distance learning and what new policies and /or intentions will be forthcoming from DOE.
You could focus your remarks around broad ideas with some Q and A afterwards. The
schedule for the day looks as follows
9 - 930 .... ... ...... ... ... .. coffee
155 4/22/2011 9:17AM
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Wednesday
11:30 AM 12:00 PM
12:00 PM 1:00 PM
2:00 PM - 2:30 PM
Kvaal, James
930-1030 ......... Congressman Andrews with some Q and A
1045- 1145 .. ........ TBA with some Q and A
1145- 1245 ....... ........ lunch and wrap up by USDLA folks with general Q and A
Hopefully you will be willing to be our second and final keynote.
Let me know if this will fit your schedule. Thanks James for your consideration.
John
John G. Flores, Ph.D.
Chief Executive Officer
USDLA
8 Winter Street, Suite 508
Boston, MA 02108
617.399.1770 (voice)
617.399.1771 (fax)
www.usdla.org
Confirmed: Depart 3206 M Street NW at 1130am
Weekly Gainful Employment -or- Dial: 877-973-2712 Code:[mEJI
When: Wednesday, September 22, 2010 12:00 PM-1:00PM (GMT-05:00) Eastern Time
(US & Canada).
(b) (5) Where: -or- Dial: 877-973-2712 Code:[IDJU)J
Note: The GMT offset above does not reflect daylight saving time adjustments .

Meeting with louis, Julie, and Ellen-Marie WDCFB6-7E312
From: Louis Soares [mailto:lsoares@americanprogress.org]
Sent: Thursday, September 16, 2010 4:07 PM
To: Kvaal, James
Cc: Julie Morgan; Ellen-Marie Whelan
Subject: Follow-up question to Neera Tanden on Nurse research
James,
Neera passed along your request to know if CAP had been doing any research on the
how for-profits are involved in the increasing the supply of nurses.
Julie, Ellen-Marie and I have bee talking about doing a brief on this.
156 4/22/2011 9:17AM
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Wednesday
2:30 PM - 3:00 PM
3:00 PM - 3:30 PM
4:15 PM - 4:30 PM
4:30 PM - 5:00 PM
5:05 PM - 5:15 PM
Kvaal, James
Are there particular questions which answers would help provide necessary information to
promote a robust, objective conversation.
Thanks,
Louis
Louis Soares
Director- Postsecondary Education
Center for American Progress 1 1333 H Street NW
Washington, DC 1 20005
Phone: 202-478-63341 email: lsoares@americanproqress.org
www. americanproqress. orq
(b) (5) --con call
& Canada).
Where: con call
Here is the number to call in for this brief conversation to plan for the 5:30 meeting.

For those on K street, we will meet in 8054.
Have a good day.
Pam Tate from CAEL --your office
Car to Longworth -- Meet in LBJ basement
James meeting w/Rep. Boyd -- 1227 LHOB
& Canada).
Where: 1227 LHOB
Return car to LBJ -- Outside Longworth
Please let me know when the meeting is done, so I can call the driver.
157 4/22/2011 9:17AM
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Wednesday
5:30 PM - 6:30 PM
7:30 PM - 8:00 PM
9:00 PM - 9:30 PM
Kvaal, James
RESCHEDULED-- (b) (5) --For
LBJ -- 6E251
& Canada).
Where: For LBJ -- 6E251
The following is the conference call information for tomorrow's call with
EOP:
CONFEREE PASSCODE: [IDJU).
Given that Monday's policy meeting was canceled, can we use a portion of
tomorrow's policy call at 2 to discuss our plans for this call.
EOP has asked to reschedule the call to later in the day on the 22nd.
Thanks.
I will forward conference room (for LBJ) and call-in information as soon as I have
that info.
Thanks.
Elizabeth
drinks-- hotel motel Holiday Inn
JJ?
158 4/22/2011 9:17AM
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Thursday
8:30 AM - 9:30AM
11:00 AM - 11:30 AM
Kvaal, James
FSA Update-- OUS Conference Room or 1-877-784-4150 participant passcodetmmJI
Meeting with AFT Higher Education -- OUS conference room
Attendees:
Larry Gold, Director, Department of Higher Education
Tor Cowan, Director, Department of Legislation
Craig Smith, Deputy Director, Department of Higher Education
Jennifer Scully, Assistant Director, Department of Legislation.
From: Craig Smith, AFT Higher Education [mailto:csmith@aft.org]
Sent: Wednesday, September 01, 2010 2:42 PM
To: Kvaal, James
Cc: Jennifer Scully, Legislation
Subject: Follow-up from AFT
James:
First, it was good to meet you at the Campaign for America's Future event on the
proposed gainful employment regulations. As I said there, AFT really appreciates the
thoughtful approach the Department is taking on these issues and we will be submitting
comments in support of the regulations (although we, like others, hope to see the regs
strengthened a bit) .
As I indicated, we would very much like to come over to the Department to meet with you,
hear what your priorities and concerns are more generally for higher education and also
share with you some of the issues and work that we are doing at AFT. Is there someone
in particular in your office we should contact to schedule such a meeting?
Also, on an issue that might be a bit more pressing, a delegation of AFT leaders and staff
met with Undersecretary Kanter and after that we spoke with Hal Plotkin about our
interest in recommending a person for this fall's summit on community colleges and
talking further about some concerns we hope will be addressed at the summit. Hal put us
in touch with Amy Laitinen. We have sent Amy some information and a recommendation
for a participant, but would be interested in hearing if you have any further information on
the summit.
Thanks for your time-I am sure that your August has been busy with all of the attention
the proposed regulations are getting.
Looking forward to speaking with you further,
Craig
Craig P. Smith
Deputy Director
T: 202-879-4559
F: 202-393-6386
E: csmith@aft.org
AFT Higher Education
A division of the American Federation of Teachers, AFL-CIO
555 New Jersey Ave. NW
Washi ngton DC 20001
202/879-4400
159 4/22/2011 9:17AM
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Thursday
11:30 AM - 12:00 PM
12:00 PM - 1:30 PM
Kvaal, James
www .aft.org
Follow AFT's FACE Campaign
Web: www.aftface.org
Facebook: www.facebook.com/AFTFACE
Twitter: www.twitter.com/AFTFACE
For our meeting on the 23rd at 11 am, the following will be attending from AFT:
Larry Gold, Director, Department of Higher Education
Tor Cowan, Director, Department of Legislation
Craig Smith, Deputy Director, Department of Higher Education
Jennifer Scully, Assistant Director, Department of Legislation.
HOLD: travel
Secretariat meeting at One Dupont -- Kellogg room on 8th floor
Dear James,
Next week, on Thursday September 23rd, Dr. Ochoa is meeting with the Secretariat
members from noon to 1 :30 at ACE. We would love to have you join us if your schedule
is free. The meeting is meant to be a meet and greet session for the CEOs and Dr.
Ochoa, and an opportunity to have some informal discussion between Dr. Ochoa and the
CEO's about his policy goals for higher education in the coming years.
I told Francine Picoult that we would be happy to have other Department officials
accompany Dr. Ochoa, and that we would invite you, Dan Madzelan, David Bergeron and
Andre Lewis. Just so you know, Terry will be heading out of town that day so he won't be
there.
If you think you could join us, please let me know and I will make sure that Ellen Babby
(our VP in charge of the Secretariat and other matters) has your information for
introduction purposes.
Thanks very much, and thanks again for the briefing on the reg package. I know the
group can be difficult, especially when they get in the weeds, but I do think you and the
team provided helpful clarifications.
Best. Anne
Anne Hickey
Associate Director, Government Relations
American Council on Education
One Dupont Circle, NW
(202) 939 - 9355
160 4/22/2011 9:17AM
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Thursday
12:30 PM - 1:30 PM
1:30 PM - 2:00 PM
2:00 PM - 2:30 PM
2:00 PM - 2:00 PM
3:00 PM - 3:30 PM
3:00 PM - 4:30 PM
Kvaal, James
(b) (5) FW: -- Kathy's Office
FYI --- invite for the meeting on Thursday.
PM-1 :30 PM (GMT-05:00) Eastern Time (US
& Canada).
Where: Kathy's Office
HOLD: travel
FY 12 Mandatory Budget Pre-Meet -- 7E310
Canada).
Where: 7E310
Dannenberg
(b) (6)
When: Occurs the fourth Thursday of every 1 month effective 9/24/2009 until6/23/2011
from 3:00PM to 4:30PM (GMT-05:00) Eastern Time (US & Canada).
Where: K Street
161 4/22/2011 9:17AM
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Friday
9:00 AM - 10:00 AM
10:00 AM - 10:30 AM
11:00 AM - 11:30 AM
12:30 PM - 1:00 PM
12:30 PM- 12:30 PM
12:45 PM - 1:45 PM
Kvaal, James
Code:tmiUJI
Katharine
Ash a
ExecComm
Thanks,
Roberto
12:30 Depart ED; en route 1399 New York Ave., NW w/ James Kvaal, Sandra Abrevaya or Justin Hamilton
-- Please meet AD on the corner of C Street near the underground parking garage entrance
When: Friday, September 24, 2010 12:30 PM-12:30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Please meet AD on the corner of C Street near the underground parking garage
entrance
6-7 minutes- Google Maps
12:45-1:45 Newsmaker Lunch Meeting w/James Kvaal, Sandra Abrevaya or Justin Hamilton-- 1399 New
York Ave., NW
When: Friday, September 24, 2010 12:45 PM-1:45PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 1399 New York Ave., NW
Sandra Abrevaya or Justin Hamilton
James Kvaal
162 4/22/2011 9:17AM
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Friday
1:45 PM - 1:45 PM
3:00 PM - 4:00 PM
Kvaal, James
POC:
Briefing Materials- Sandra Abrevaya 260.5003
Update as of 9/24/10: James Kvaal will join Arne and Sandra or Justin. Thank you, Tia
Update as of 9/22/10: Arne's arrival and departure time has been changed from
12:30-1:40 pm to 12:45-1:45 pm. Thank you, Tia
1:45 Depart 1399 New York Ave., NW; en route ED w/James Kvaal, Sandra Abrevaya or Justin Hamilton
When: Friday, September 24, 2010 1:45PM-1:45PM {GMT-05:00} Eastern Time {US &
Canada}.
(b) (5) CONARMED: -- WDCFB6-SE101 (Managed)
When: Friday, September 24, 2010 3:00PM-4:00PM {GMT-05:00} Eastern Time {US &
Canada}.
Where: WDCFB6-5E101 {Managed}
Date
Friday, September 24
Time
3:00-4:00 PM
Location
LBJ 5E101
Call Information
May be added, if needed.
Subject/Purpose
(b) (5)
Briefing Materials
(b) (5)
(b) (5)
FOIA Page 1135
Friday
Saturday
10:00 AM - 10:30 AM
6:00 PM - 7:00 PM
Monday
10:00 AM - 10:30 AM
12:00 PM - 12:30 PM
Kvaal, James
So everyone has these handy, below are th :(b) (5)
Scheduling
Allie Broin (alexandra.broin@ed.gov or
Notes/Updates
(b) (5)
09/23/10@ 6:42 PM- . Thanks!
09/23/10@ 5:23PM- Background/Briefing materials added. Other documents
distributed at tomorrow's meeting.
09/23/10 @ 2:54 PM- Due to the large number of attendees, the location has been
changed. Thank you!
09/23/10- Meeting conf irmed. Please note that briefing materials will be distributed
before COB today.
09/21/10- Meeting hold sent.
To Do
l(b)(5)
Enchilada v Enchilada
Gaby
Weekly higher ed call w/Big 4-- OLCA Conference room or call866-793-1942 code:tma
Where: OLCA Conference room or call866-793-1942 code:[mmJ
164 4/22/2011 9:17AM
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Monday
12:30 PM - 1:30 PM
2:00 PM - 2:30 PM
2:30 PM - 3:00 PM
3:30 PM - 4:30 PM
Kvaal, James
(b) (5) rem-8046 or con call
When: Monday, September 27, 2010 12:30 PM-1:30PM (GMT-05:00) Eastern Time {US &
Canada).
Where: DAS - 8046 or con call
The call in is: 877-952-1679, code is(EJ
THANK YOU - have a good weekend.
Call with James Kvaal re: education/technology working group -- NEC to call James at 202 260 1488
When: Monday, September27, 2010 2:00PM-2:30PM (GMT-05:00) Eastern Time (US &
Canada).
Where: NEC to call James at 202 260 1488
GE meetings -- OUS conference room or 1-877-784-4150 participant passcode[U)JWJI
For today's discussion:
(b) (5)
To begin planning for the (b) (5)
(b) (5) Policy Issues re: TBD or call in (number below)
When: Monday, September 27, 2010 3:30PM-4:30PM {GMT-05:00) Eastern Time {US &
Canada).
Where: TBD or call in (number below)
165 4/22/2011 9:17AM
FOIA Page 1137
Monday
4:00 PM - 5:00 PM
5:00 PM - 5:30 PM
Kvaal, James
Can we use the OUS conference room for those of us in LBJ?
Call-in number below:
Dial-in Number: 877-973-3033
Participant Access Code:
rmm1
(b) (5)
-- Conference Call - See Below
Canada).
Where: Conference Call - See Below
The attached is the (b) (5)
. We need to continue work on that .
....
The staff team needs to brief this group on our status and get approval to proceed. A bit
later today I will send everyone two documents.
Hopefully the folks in each of our three buildings (LBJ, UCP, and K Street) can meet in
one location and call in. Jeff' s office for the UCP folks.
The call in numbers are:
-- James office
Code:tmJUJJI
166 4/22/2011 9:17AM
FOIA Page 1138
Monday
5:30 PM - 6:30 PM
Tuesday
9:45 AM - 10:15 AM
11:00 AM - 11:30 AM
11:45 AM - 12:15 PM
2:15 PM - 2:45 PM
3:00 PM - 3:30 PM
4:00 PM - 5:00 PM
5:00 PM - 5:30 PM
Kvaal, James
GE discussion with CEA -- 1-877-784-4150 participant passcodetmJm
Runde
(b) (5) catch up re -- Jame's office
When: Tuesday, September 28, 2010 11:00 AM-11:30 AM (GMT-05:00} Eastern Time (US
& Canada}.
Where: Jame's office
Does this work for you all?
Runde and Rose
Meeting w/John Wilson -- James' office
3PM James K . Martha re: GE -- Dial: 866-731-1731 Code:tt:)EJI
Canada}.
Where: Dial: 866-731-1731 C o d e : ~
9/28/2010: Martha was added to the call and the conference line was added.
9/23/2010: I am scheduling this call tentatively for 1pm. The time may shift slightly, due
to Tony being in NYC, for the NBC Education Summit. I'll update as needed.
HOLD- Senate Dem Caucus meeting
(b) (5) Meeting: -- Martha's Office
Canada).
Internal Attendees:
(b) (5)
167 4/22/2011 9:17AM
FOIA Page 1139
Tuesday
8:00 PM - 8:30 PM
Kvaal, James
External Attendees:
None
Conference line:
{866) 612-0968
Participant code:[(DJGJI
Briefing Materials:
None needed
None
AACC breakfast
Dear James:
AACC is hosti ng a pre-summit breakfast for CC CEOs, faculty, and students in the Kellogg
Conference Room on the eighth floor of the National Center for Higher Education at One
Dupont Circle. I have been trying to convince ACCT to join us, but at this point it appears
that ACCT wants to keep the trustees at the hotel. I know that it would be difficult for
you and your colleagues at the Department to be in two places, but if you can drop by to
say hello, we would appreciate it. We will start our breakfast at 8:15, so it would be
possible for you and the other department officials to cover both breakfasts. We will
bus the attendees from One Dupont to the White House at 10:15.
If you and the others can drop by, please let me know so I can let our buildi ng security
know.
Thanks,
George
George R. Boggs
President and CEO
American Association of Community Colleges
One Dupont Circle, NW, Suite 410
Washington, DC
Phone: 202.728.0200, ext .
Fax: 202.452.1461
http://www. aacc. nche.edu/
168 4/22/2011 9:17AM
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Tuesday
8:00 PM - 8:30 PM
Wednesday
8:30 AM - 9:30 AM
9:30 AM - 10:15 AM
Kvaal, James
This email has been scanned for all viruses by the MessageLabs Email
Security System.
Stars -- 9:30
Meeting w/American Student Assistance -- James' office
Attending the meeting from ASA wi ll be:
Paul Combe, CEO
Debra Chromy, Vice President of Government Services
Julie Ryder, Director of Government Relations
9:30-10:15 Meeting w/Rev. Dennis Holtschneider, De Paul University President, Peter Cunningham,
Martha Kanter and James Kvaai/(Note: AD's expected to stop-by at 9:30 for 5 minutes/Peter will be out of
the office) -- Martha Kanter's Office
(US & Canada).
Where: Martha Kanter's Office
Peter Cunningham (he'll be out of the office)
Martha Kanter
James Kvaal
External Attendees:
Rev.) Dennis H. Holtschneider, C.M., President, DePaul University
Mr. J.D. Bindenagel, Vice President for Community, Government and International
Affairs, DePaul Univ.
Mr. Peter Coffey, Director of Government Affairs, DePaul University
Mr. Edward Heffernan, outside counsel, federally registered lobbyist.
Agenda:
TRIO and Student Support Services
Improving College Preparedness of Chicago Public School students
169 4/22/2011 9:17AM
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Wednesday
10:30 AM - 11:00 AM
11:00 AM - 11:30 AM
11:30 AM - 12:00 PM
Kvaal, James
College affordability
Articulation agreements and transfer students
POC:
Briefing Materials - Martha Kanter
Update as of 9/29/10: The location was changed from the conference room to Martha's
office. Thank you, Tia
Update as of 9/27/10: The list of external attendees was added. Thank you, Tia
10:30AM James r e : ~ -- Tonys Office
(US & Canada).
Katharine Pelzer
Meeting with Community College Consortium on Autism and Intellectual Disabilities-- WDCFB6-7E312
Mr. Secretary:
Thank you so much for your response. We have some flexibility in our Wednesday
schedule and I hope that you can meet then as opposed to Thursday.
Our meeting with Dr. Biden staff and Roberto Rodriguez who helped us immensely on
this project when he was with Senator Kennedy is at 9AM and Dr. Biden's staff will be at
that meeting. I anticipate that we will be finished at around 10:30.
The rest of the day is flexible depending on your schedule until 3:30PM when we meet
directly with Appropriations Members Lowey, Moran and Rothman. We hope to meet
with Labor/HHS Ranking Tiahrt as well.
The Community College Presidents in DC that day include President Duncan (TAFT
College) and Consortium Chairman; President Burton (North Shore) and Vice Chairman;
President Yannuzzi (Camden) and Board Founding Member; President Wood (Rockland)
and possibly President Ryan (Bergen).
Also with us will be Jeff Ross (Director, TIL Program Taft); Tracy Rand (Director, Autism
Institute, Bergen) and Lynn Miller (Executive Director, Consortium).
If your schedule will only permit meeting on Thursday, we can still meet but probably
170 4/22/2011 9:17AM
FOIA Page 1142
Wednesday
1:00 PM - 2:00 PM
Kvaal, James
only Duncan, Burton, Ross, Miller will be available.
Looking forward to meeting you.
Best,
David H. Miller
Board Member
Northern Virginia Community College
1:00-2:00 Executive Meeting -- Secretarys Conference Room (OS Managed)
When: Wednesday, September 29, 2010 1:00PM-2:00PM {GMT-05:00) Eastern Time {US
& Canada).
David Bergeron
Peter Cunningham
GabyGomez
Martha Kanter
James Kvaal
Carmel Martin
Tony Miller {he'll be out of the office)
Eduardo Ochoa
Charlie Rose
Joanne Weiss
Georgia Yuan
Conference Line:
877.937.6173
Participant Code -ttDJUJ
POC:
Briefing Materials (if necessary)- Joanne Weiss
Update as of 9/28/10: Additional staff was added and the location was changed from
Arne's office to the conference room. Thank you, Tia
171 4/22/2011 9:17AM
FOIA Page 1143
Wednesday
2:30 PM - 4:00 PM
4:00 PM - 5:00 PM
8:30 PM - 9:30 PM
Thursday
All Day
Kvaal, James
Cal l-in information:
877-465-1876
tOlDJII
Swearing-In Ceremony for Brenda Dann-Messier, Eduardo Ochoa, Alexa Posny, and lynnae Ruttledge --
Barnard Auditorium (LBJ)
& Canada).
Where: Barnard Auditorium (LBJ)
DearColleagues-
I'm writing to invite you to a Swearing-In Ceremony for four Senate-confirmed members
of ED's senior staff. The ceremony will be held this Wednesday, September 29 from
4-Spm in LBJ's Barnard Auditorium. We are asking political appointees to stand in the
back during the ceremony if possible, as we expect external invitees and career staff to
fill the auditorium's seating capacity.
Although these colleagues have been integral members of our team for some time now,
this event is a ceremonial opportunity for them to celebrate their appointment with their
family, friends, staff, and you. The honorees are:
Brenda Dann-Messier, Assistant Secretary of the Office of Vocational and Adult
Education;
Eduardo Ochoa, Assistant Secretary, Office of Postsecondary Education;
Alexa Posny, Assistant Secretary for the Office of Special Education and
Rehabilitative Services; and
Lynnae Ruttledge, Commissioner of the Rehabilitation Services Administration.
All the Best,
Hallie
HOLD CEF
AJCU Federal Relations Network Conference
From: Cyndylit@aol.com [mailto:CyndyUt@aol.com]
Sent: Friday, August 06, 2010 12:59 PM
To: Kvaal, James
172 4/22/2011 9:17AM
FOIA Page 1144
Thursday
9:15 AM - 10:00 AM
9:15 AM - 10:00 AM
10:30 AM - 11:00 AM
Kvaal, James
Subject: Invitation from AJCU for September 30, 2010
ASSOCfATION t>f
} ESUfTCOt LEGES
& UNlVER.SlTfES
August 8, 2010
James,
You are cordially invited to speak before the annual AJCU Federal Relations Network
Conference on Thursday, September 30, 2010. This marks the 13th year for this
conference, which we tie into CEF, the day before. I am also chairing the annual CEF
Legislative Conference and Gala this year once again.
We have approximately 30 to 35 folks that attend from our 28 Jesuit campuses across the
U.S. Our program runs from 8:30a.m. till 4:00 p.m. in the Congressional Meeting Room
South in the Capitol Visitors Center. Last year, Bob Shireman joined us and brought a
team from OPE, Dan Madzalin, David Bergeron, et al. I would leave that up to you if you
would like to do so, we would welcome their input as well. Ideally, if you could donate an
hour of your time for this conference, that would be terrific.
Ideally, this represents an opportunity for you to get to know our Jesuit representatives,
which will be Government relations vice-presidents, financial aid directors, counsels, and
perhaps a President or two. Discussion is all about higher education policy on budget
issues such as Pel! grants, how are we going to find the money for FY11 Pell and future
complications. Also talking about campus-based aid struggles for the future, including
Perkins Loan efforts. And, focusing on recent regulations and laying them out to our folks,
following questions and answers would be terrific. I am sure there may be other initiatives
by the Administration that you might want to also focus on.
James, I hope you can join us. You and I have worked together for so many years, this
would be an opportunity to listen to the Jesuit representatives and could also bounce
ideas proposed, should you want to do so. If your calendar is open, may I suggest a time
of 11 :00 a.m.? I am totally flexible on time right now, just wanted to suggest a time.
Look forward to hearing back from you. And, on another note, I hope you will be taking
time off. I am out from the 14th till the end of the month in Nantucket. Will have my
blackberry, however.
Best,
Cyndy
Pell -- OUS Confe
Pell discussion -- OUS Conference Room
HOLD: travel
173 4/22/2011 9:17AM
FOIA Page 1145
Thursday
11:00 AM - 12:00 PM
12:00 PM - 1:00 PM
Kvaal, James
AJCU Federal Relations Network Conference/Speech llam--noon --Congressional Visitors Center,
Congressional Meeting Room South (House side) lower level
From: Cyndylit@aol.com [mailto:Cyndylit @aol.com]
Sent: Friday/ August 06
1
2010 12:59 PM
To: Kvaal, James
Subject: Invitation from AJCU for September 30
1
2010
ASSOCIATION of
JESUITCOl LEGES
& UNlVERSlTlES
August 8, 2010
James,
You are cordially invited to speak before the annual AJCU Federal Relations Network
Conference on Thursday, September 30, 2010. This marks the 13th year for this
conference, which we tie into CEF, the day before. I am also chairing the annual CEF
Legislative Conference and Gala this year once again.
We have approximately 30 to 35 folks that attend from our 28 Jesuit campuses across the
U.S. Our program runs from 8:30a.m. till 4:00 p.m. in the Congressional Meeting Room
South in the Capitol Visitors Center. Last year, Bob Shireman joined us and brought a
team from OPE, Dan Madzalin, David Bergeron, et al. I would leave that up to you if you
would like to do so, we would welcome their input as well. Ideally, if you could donate an
hour of your time for this conference, that would be terrific.
Ideally, this represents an opportunity for you to get to know our Jesuit representatives,
which will be Government relations vice-presidents, financial aid directors, counsels, and
perhaps a President or two. Discussion is all about higher education policy on budget
issues such as Pell grants, how are we going to find the money for FY11 Pell and future
complications. Also talking about campus-based aid struggles for the future, including
Perkins Loan efforts. And, focusing on recent regulations and laying them out to our folks,
following questions and answers would be terrific. I am sure there may be other initiatives
by the Administration that you might want to also focus on.
James, l hope you can join us. You and l have worked together for so many years, this
would be an opportunity to listen to the Jesuit representatives and could also bounce
ideas proposed, should you want to do so. If your calendar is open, may l suggest a time
of 11:00 a.m.? I am totally flexible on time right now, just wanted to suggest a time.
Look forward to hearing back from you. And, on another note, I hope you wil l be taking
time off. I am out from the 14th till the end of the month in Nantucket. Will have my
blackberry, however.
Best,
Cyndy
MUST DO Ezra Klein -- Potenza
174 4/22/2011 9:17AM
FOIA Page 1146
Thursday
1:00 PM - 1:30 PM
2:00 PM - 2:30 PM
2:30 PM - 3:00 PM
2:30 PM - 4:00 PM
3:00 PM - 3:30 PM
Kvaal, James
HOLD: travel
-- OUS Conference Room or 1-877-784-4150 participant
(b) (5) -- OUS conference room
2:30-4:00 Priority Schools Briefing w/NEA and Staff/(Note: AD will attend from 2:30-3:00) -- Secretary's
~ ~ ~ a ) .
Where: Secretary's Conference Room {OS Managed}
175 4/22/2011 9:17AM
FOIA Page 1147
Thursday
3:30 PM - 4:00 PM
4:00 PM - 4:30 PM
4:30 PM - 5:00 PM
6:00 PM - 6:30 PM
8:00 PM - 8:00 PM
October 01, 2010
Friday
8:00 AM - 9:30 AM
9:00 AM - 10:00 AM
10:00 AM - 10:30 AM
Kvaal, James
HOLD: travel?
(b) (5) -- WDCUCP-11281 or 1-877-784-4150 participant passcodetli)U
HOLD: travel?
call w Carmel
Perry Bacon bday
learning Session w/ Monica Higgins -- Secretary's Conference Room -or- Dial: 1-877-973-2712 Code:
tmmJ
When: Friday, October 01, 2010 8:00AM-9:30AM (GMT-05:00) Eastern Time (US &
Canada).
Where: Secretary's Conference Room -or- Dial: 1-877-973-2712 Code:tmJWI
Dial in Same as Senior Staff Dial-In
1-877-973-2712
Participant Code: "[m--'""W""I-
Code: tmJmJ
Rich Williams -- James' office
176
Thanks,
Roberto
4/22/2011 9:17AM
FOIA Page 1148
I October 01. 2010 Continued
Friday
Kvaal, James 177 4/22/2011 9:17AM
FOIA Page 1149
Friday
10:00 AM - 11:30 AM
11:30 AM - 12:00 PM
12:00 PM - 1:00 PM
1:00 PM - 2:00 PM
3:00 PM - 3:30 PM
Kvaal, James
Microsoft Imagine Cup briefing -- Office of the Under Secretary of Education
When: Friday, October 01, 2010 10:00 AM-11:30 AM (GMT-05:00) Eastern Time (US &
Whjtman, Summit Speech Prep,-.: Office
When: Friday, October 01, 2010 11:30 AM-12:00 PM (GMT-05:00) Eastern Time {US &
Canada).
student academic competition. I recently had the honor ot attending their annual

1
of
When: Friday, October 01, PM (GMT-05:00) Eastern Time {US &
Canada).
Where: (b) (5) -or- Dial: 877-973-2712 Code:tmJml
witnessed during this event- or think of many private sector efforts that are more
-- Martha's Office
Senior leadership from Microsoft Corp's Imagine Cup team will be visiting our
a.y;._ \IDm]
Loop. Didn't see your name on here. Thought you might want someone to
your behalf. Zakiya is going to listen in so can give you a report.
From: Yale, Matt On Behalf Of Maisel, Chad P.
Sent: Friday, October 01, 2010 9:09AM
To: Maisel, Chad P.; Borders, Tia; Smith, Zakiya
Subject: Community College Summit: Cabinet Briefing Call
When: Friday, October 01, 2010 3:00 PM-3:30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: External: 202-757-5146; Meeting ID: IJI
From: Maisel, Chad P.
178 4/22/2011 9:17AM
FOIA Page 1150
I Oct ober 01. 2010 Continued
Friday
5:00PM-5:45PM
Kvaal, James
Sent: Friday, October 01, 2010 9:09 AM
To: Maisel, Chad P.; Adelman, Rebecca (HRSA); Hsu, Irene (HHS/IOS); Anderson,
Charles; Phadke, Shilpa; Greenawalt, Andrei; Milakofsky, Ben; Naylor, Nathan (SES); Yale,
Matt; Borders, Tia; Patricia Buckley (Pbuckley@doc.gov); Pennv.pickett@sba.gov;
baker.angela@dol.gov; oates.jane@dol.gov; Paulsen, Joe; Joani.Walsh@osec.usda.gov;
katrina .hartman@dhs.gov; ECaldera@neh .qov; Kristen. Cicio@js. pentagon. mil; 'Georgette
Brammer-- DOT; Kimball, Astri B.
Subject: Community College Summit: Cabinet Briefing Call
When: Friday, October 01, 2010 3:00PM-3:30PM (GMT-05:00) Eastern Time (US &
Canada).
Where: External: 202-757-5146; Meeting ID: Ill
Hi all-Thank you to your agency for participating in Tuesday' s Community
College Summit. TODAY at 3 pm Dr. Biden' s office will hold a briefing call for
agency staff on the summit. Please have someone from your agency join the call.
Thanks very much!
From: Bernal, Anthony R.
Sent: Thursday, September 30, 2010 7:05 PM
To: Kimball, Astri B.
Cc: White, Kirsten B.; O'Donnell, Courtney
Subject: COMMUNITY COLLEGE SUMMIT: CABINET BRIEFING CALL
Friday, October 1, 2010
3:00 PM ET
External: 202-7575146
Meeting ID: IJI
Agenda:
Schedule Overview
Communications Strategy
Policy/Substance; Breakouts
Anthony R. Bernal I Office of Dr. Jill Biden !The White House/EEOB 200 I (202) 456-28281
[E)J(g]@ovp.eop.gov
A Southern Fried Fun Friday Send Off-- Secretary's Conference Room (OS Managed)
Canada).
Come bid farewell to our beloved Jen Waller as she prepares to leave for Mississippi!
Food will be potl uck-please email me and let me know what you'd like to bring, ideally
179 4/22/2011 9:17AM
FOIA Page 1151
Friday
I October 02, 2010
Saturday
8:00 PM - 9:00 PM
I October 04. 2010
Monday
8:30 AM - 9:00AM
10:40 AM - 11:00 AM
Kvaal, James
of the bbq/fried chicken/layer cake/jambalaya/greens variety, but soda or chips is ok
too!
Schultz shindig
Updated: 8:30-9:00 Community College Summit Prep w/Staff --Arne's Office
When: Monday, October 04, 2010 8:30AM-9:00AM (GMT-05:00) Eastern Time (US &
Canada).
Martha Kanter
James Kvaal
Brenda Dann-Messier
David Whitman
Matt Yale
POC:
Briefing Materials (if necessary)- Martha Kanter
Update as of 10/1/10: David was added. Thanks, Tia
Update as of 9/27/10: The time of this meeting has been changed from 4:30-5: 00 pm to
Update as of 9/10/10 at 10:39 am: James and Brenda were added. Thank you, Tia
Driver: Elmer Clow 202-437-2562 -- Pick-Up: LBJ Basement; Drop-Off: E.E.OB 17th and State Place
When: Monday, October 04, 2010 10:40 AM-11:00 AM (GMT-05:00) Eastern Time {US &
Canada).
Where: Pick-Up: LBJ Basement; Drop-Off: EEOB 17th and State Place
180 4/22/2011 9:17AM
FOIA Page 1152
Monday
11:00 AM - 11:30 AM
11:30 AM - 12:00 PM
12:00 PM - 12:30 PM
Kvaal, James
(b) (5) --sow 230
Hi all -this meeting will be held in
that are necessary.
Thanks!
Hi everyone-
(b) (5) . Please send me any waves
Sorry we had to move this meeting to earlier in the day. I think this works for most of you - please
let me know if it's a problem.
Thank you!
[IDl
Confirmed: Depart EEOB (17th and State Place) at 1140am
Return
Date: Mon Oct 4
No. Ofpassengers: 2
From: EEOB, 17th and State Place
To: LBJ
Time: 11:40
Weekly higher ed call w/Big 4 -- OLCA Conference room or call 866-793-1942 code:[U)JG)J
Where: OLCA Conference room or call866-793-1942 code: tti)J(f)J
181 4/22/2011 9:17AM
FOIA Page 1153
Monday
2:00 PM - 2:30 PM
3:30 PM - 4:00 PM
4:00 PM - 4:30 PM
4:30 PM - 5:30 PM
5:30 PM - 6:00 PM
I October 05, 2010
Tuesday
8:30 AM - 9:30 AM
9:00 AM - 10:30 AM
Kvaal, James
Coffee w David Pozen -- Starbucks a 6 and C SW
CallwOM8
CSAC-- 202-395-6392 (CDJ<:)J
This time looks open for everyone, but let me know if it won't work.
check in with Jamie Merisotis
OUS/OPE weekly update --James will call Eduardo at (202) 502-7583 (desk) or (202) 340-3163 (88)
-- UCP- COO's CR or 1-877-953-4729; partrmll3J
05, 201 o 8:30 AM-9:30AM. Time
Where: UCP- COO's CR or 1-877-953-4729; part(E)g
1-877-953-4
participant codetmJW)
Discuss NFPs with a focus on the data around state allocations.
James, please invite whoever yo want from OPEJOGC/Budget
9:00-10:30 Strategy Meet.ing/(Note: Martha Kanter will be out of the office)-- Secretary's Conference
Room (OS Managed)
When: Tuesday, October 05, 2010 9:00 AM-10:30 AM (GMT-05:00) Eastern Time (US &
Canada).
Required Attendees:
Ali, Russlynn
Anderson, Jo
Anderson, Margo
Betka, Sue
Bissonnette, Michelle
Bravo, Noel
Cator, Karen
Chong, Frank
Conaty, Joseph
182 4/22/2011 9:17AM
FOIA Page 1154
I October 05, 2010 Continued
Tuesday
Cummings, Glenn
Cunningham, Pet er
Duporte, Franklyn
Easton, John
Gomez, Gabriell a
Harris, Carl
Horwich, lloyd
Jennings, Kevin
Jones, Jacqueline
Jordan, St acey
Kanter, Martha (she' ll be out of the office)
Kvaal, James
Kvaal, James
Lach, Michael
Lewis, Andre
Mansukhani, Sunil
Martin, Carmel
Means, Steven
Melendez, Thelma
Miller, Tony
Mitchell, Donal d
Ochoa, Eduardo
Pearson, Scott
Posny, Alexa
Robbins, Michael
Rose, Charlie
Rosenfelt, Phil
Shelton, Jim
Skelly, Thomas
Snyder, Jason
Sot o, Ricardo
Tada, Wendy
Waldo, Eric
Weiss, Joanne
Whalen, Ann
Wolf , Bill
Wurtzel, Judy
Yale, Matt
Young, Kathryn
Yuan, Georgia
Yudi n, Michael
Optional Attendees:
Berry, Dennis
Jupp, Brad
Phillips, Nia
Roark, Michael
Smith, Richard
Vadehra, Emma
Webb de Macias, Carolyn
183 4/22/2011 9:17AM
FOIA Page 1155
Tuesday
9:30 AM - 10:00 AM
10:00 AM - 10:30 AM
Kvaal, James
Conference line Info:
877.937.6173
Leader Code- Joanne Weiss will handle
Participant Code -ttDJmll
POC:
Briefing Materials- N/A
Update as of 8/5/10: Noel Bravo was added. Thank you, Tia
Update as of 7/8/10: Eduardo Ochoa was added. Thanks, Tia
Update as of 6/22/10: Stacey Jordan was added. Thank you, Tia
Update as of 6/15/10: James, Steven, Michael and Carolyn were added. Thank you, Tia
Update as of 6/3/10: Michelle was added. Thank you, Tia
Update as of 4/28/10: Steven Means and Kathryn Young were added. Thank you, Tia
Update as of 3/25/10: Georgia Yuan was added. Thank you, Tia
Update Arne Duncan of 2/2/10: Joe, Margo, Sue, Patty, Judy and Dennis were added.
Thank you, Tia
Update as of 1/13/10: Eric Waldo and Jo Anderson were added. Thank you, Tia
Confirmed: Depart UCP at 940am for EEOB
AACC breakfast
Dear James:
AACC is hosting a pre-summit breakfast for CC CEOs, faculty, and students in the Kellogg
Conference Room on the eighth floor of the National Center for Higher Education at One
Dupont Circle. I have been trying to convince ACCT to join us, but at this point it appears
that ACCT wants to keep the trustees at the hotel. I know that it would be difficult for
you and your colleagues at the Department to be in two places, but if you can drop by to
say hello, we would appreciate it. We will start our breakfast at 8:15, so it would be
possible for you and the other department officials to cover both breakfasts. We will
bus the attendees from One Dupont to the White House at 10:15.
If you and the others can drop by, please let me know so I can let our building security
184 4/22/2011 9:17AM
FOIA Page 11 56
Tuesday
10:30 AM - 5:00 PM
10:30 AM - 11:30 AM
Kvaal, James
know.
Thanks,
George
George R. Boggs
President and CEO
American Association of Community Colleges
One Dupont Circle, NW, Suite 410
Washington, DC
Phone: 202.728.0200, ext. 235
Fax: 202.452.1461
http://www.aacc.nche.edu/
This email has been scanned for all viruses by the MessageLabs Email
Security System.
NOTE: Community College Summit
10:30-11:30 SES Meeting w/Staff --Barnard Auditorium
When: Tuesday, October 05, 2010 10:30 AM-11:30 AM (GMT-05:00) Eastern Time (US &
Canada).
Where: Barnard Auditorium
POC:
Briefing Materials- Winona Varnon
Update as of 10/4/10: The location was changed from the Secretary's conference room
to the auditorium. Thanks, Tia
Update as of 9/27/10: Per Arne' s request the date and time of this meeting has been
changed from 10/4/10 from 2:30-3:30 pm to 10/5/10 from 10:30-11:30 am. Thank you,
Tia
Update as of 9/9/10: The date and time of this meeting has been changed from
185 4/22/2011 9:17AM
FOIA Page 1157
Tuesday
5:00 PM - 5:30 PM
5:30 PM - 6:00 PM
October 06, 2010
Wednesday
8:00 AM - 8:30 AM
Kvaal, James
10/12/10 from 4:00-5:00 pm to 10/4/10 from 2:30-3:30 pm. Thank you, Tia
HOLD: travel
Confirmed-- SLARS meeting w/Mikulski and Harkin staff -- 607 Hart
When: Tuesday, October 05, 2010 5:30PM-6:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 607 Hart
Meeting: Allison Barber, Western Governors University, Indiana -- Sean Kolaskar
When: Wednesday, October 06, 2010 8:00AM-8:30AM {GMT-05:00) Eastern Time {US &
Canada).
Where: Sean Kolaskar
Purpose:
Allison Barber, the Chancellor for WGU Indiana, will be in Washington, DC on October 5th
and 6th and would appreciate an opportunity to meet with the Indiana delegation and
members of the Administration to introduce herself as well as discuss higher education
reform and job creation in Indiana. Formed by a partnership between the state and
Western Governors University, the nation's only non-profit, competency-based
university, WGU Indiana offers fully accredited bachelor's and master's degrees in
business, teacher education, information technology, and health professions, including
nursing. WGU Indiana has already enrolled 500 Hoosiers in degree programs since its
inception in June, 2010.
Internal Attendees:
Martha Kanter
James Kvaal
Brenda Dann-Messier
External Attendees:
Alison Barber, Chancellor, WGU Indiana
William Simmons, Managing Principal, Dutko Worldwide- Registered Federal Lobbyist
Sean Kolaskar, Associate, Dutko Worldwide- Registered Federal Lobbyist
186 4/22/2011 9:18AM
FOIA Page 1158
Wednesday
11:00 AM - 11:30 AM
12:30 PM - 1:00 PM
1:00 PM - 2:00 PM
3:00 PM - 5:00 PM
Kvaal, James
Agenda:
Introductions
Briefing on WGU Indiana's activities in retraining Hoosiers to enter the workforce
Federal programs and policy initiatives of note
Conference line:
Not needed
WesternGovernor
sUniversity.doc ...
None
NPRM discussion --1-877-784-4150 leader passcodermJal participant passcodetu)Jm
James, please dial the leader codeWJJml
David, I realize t his is late notice but if you can join ...
Pre-meeting for Oct. 8 Harkin meeting-- Gaby's office (6W315) or call: 877-680-1959 code:tmJ<:JI
When: Wednesday, October 06, 2010 12:30 PM-1:00PM (GMT-05:00} Eastern Time {US
& Canada}.
Where: Gaby's office {6W315} or call: 877-680-1959 code: [tDJ6)1
Update 10/5/10: We provided a call in number for those who will not be here in person.
Weekly Gainful Employment Meeting - - ~ - o r - Dial: 877-973-2712 Code:maJ
When: Wednesday, October 06, 2010 1:00PM-2:00PM {GMT-05:00} Eastern Ti me {US &
Canada}.
(b) (5) Where: -or- Dial: 877-973-2712 Code: tiDJWI
5:00PM (GMT-05:00} Eastern Time (US & Canada).
187 4/22/2011 9:18AM
FOIA Page 1159
Wednesday
5:00 PM - 5:30 PM
8:00 PM - 9:00 PM
I October 07. 2010
Thursday
8:30 AM - 9:00 AM
2:00 PM - 2:30 PM
3:45 PM - 4:00 PM
4:00PM-5:00PM
Kvaal, James
877-465-1876
ttDJm
Call on CSAC -- See Below
When: Wednesday, October 06, 2010 5:00PM-5:30PM (GMT-05:00} Eastern Time {US &
Canada}.
Where: See Below
866-7 45-25 90 codetcDJml
Medina
FSA Update-- OUS Conference Room or 1-877-784-4150 participant passcode[Ci)JG)J
Alan Collinge-- 253 617-3407
car to Hart -- Meet in LBJ basement
When: Thursday, October 07, 2010 3:45PM-4:00PM (GMT-05:00} Eastern Time (US &
Canada}.
Please note that motor pool cannot provide a return car, so hopefully you will be able to
catch a cab. Sorry about that!
Meeting w/Harkin staff re: TA on for-profit oversight-- SH-615
When: Thursday, October 07, 2010 4:00PM-5:00PM {GMT-05:00} Eastern Time (US &
Canada}.
Where: SH-615
188 4/22/2011 9:18AM
FOIA Page 1160
Thursday
I October 08, 2010
Friday
9:00 AM - 10:00 AM
11:30 AM - 12:00 PM
12:30 PM - 1:00 PM
1:00 PM - 2:00 PM
2:00 PM - 2:30 PM
2:30 PM - 3:00 PM
3:00 PM - 4:00 PM
Kvaal, James
Code: tmJml
James PIV
Confirmed: 1230 departure from basement
Thanks,
Roberto
Meeting w/Harkin staff re: higher education agenda -- Hart 615
Canada).
Where: Hart 615
Confirmed: 205 return
NFP -- James office
(b) (5) -Joanne's Office -or- Dial: 1-877-973-2712 Code:tmJBJ
Canada).
Where: Joanne's Office -or- Dial: 1-877-973-2712 Code:[ti)JGJJ
189 4/22/2011 9:18AM
FOIA Page 1161
Friday
5:00 PM - 5:30 PM
I October 09, 2010
Saturday
8:30 AM - 9:00 AM
I October 10, 2010
Sunday
10:30 AM - 11:30 AM
I October 11, 2010
Monday
All Day
Kvaal, James
Call (James, Gaby, and Bill)-- 877-680-1959 code:[O)$J
When: Friday, October 08, 2010 5:00PM-5:30PM {GMT-05:00) Eastern Time {US &
Canada).
Where: 877-680-1959 code:WlJ(!)J
Note: The GMT offset above does not reflect daylight saving t ime adjust ment s.
Carmel re (b) (5)
Con Call To --See Bel ow (b) (5)
When: Sunday, October 10, 2010 10:30 AM-11:30 AM {GMT-05:00) Eastern Time {US &
Canada).
Where: See Below
Note: The GMT offset above does not refl ect daylight saving time adjustment s.
Call In Number: 1-866-745-2590.
Participant Code: tiDIUJI
190 4/22/2011 9:18AM
FOIA Page 1162
Monday
12:00 PM - 12:30 PM
5:00 PM - 6:00 PM
I October 12. 2010
Tuesday
8:30 AM - 9:30 AM
Kvaal, James
Where: OLCA Conference room or call866-793-1942 code:ta)Jml
OUS/OPE weekly update -- alternating locations: K St or lBJ
Copy: OUS Executive leadership Meeting (with Chiefs of Staff) -- Martha's Office or (866) 612-0968
Passcode:tmmJ
Internal Attendees:
Martha Kanter
James Kvaal
Brenda Dann-Messier
Eduardo Ochoa
Bill Taggart
Alex Ceja
Jim Manning
Dennis Berry
Francine Picoult
Joi Blake
External Attendees:
None
Conference Line:
{866) 612-0968
Participant Code:ta)Jml
Agenda:
Alex will handle
Briefing Materials:
None needed
As of 4:45 pm on 9/13 Joi Blake is added to this meeting.
191 4/22/2011 9:18AM
FOIA Page 1163
Tuesday
11:00 AM - 12:00 PM
3:00 PM - 4:00 PM
3:00 PM - 4:00 PM
Kvaal, James
NASSGAP -- will call you at your desk line
FW: --8054 (b) (5)
When: Tuesday, October 12, 2010 3:00PM-4:00PM (GMT-05:00} Eastern Time (US &
Canada}.
Where: 8054
From: Guth Ma
Eastern Time (US &
Canada}.
Where: 8054
Call in details:
Number: 1-866-808-5743
Code: (IDJ(B
(b) (5) Meeting: -- Martha's Office
Canada}.
192 4/22/2011 9:18AM
FOIA Page 1164
Tuesday
5:30 PM - 6:00 PM
I October 13. 2010
WednesdaY'
8:00 AM - 9:00AM
Kvaal, James
Purpose:
~ ~ ~ ~ ~ ~ ~~ C b _ ) C 5 _ ) ____________________ ~
Internal Attendees:
External Attendees:
None
Conference line:
Not needed
Briefing Materials:
None needed
None
Updated: Call with luke -- 8776801959 code[mJ(gJ
breakfast with Jon Oberg -- Holiday Inn
193 4/22/2011 9:18AM
FOIA Page 1165
Wednesday
8:45 AM - 9:15AM
9:00 AM - 9:30 AM
9:30 AM - 10:00 AM
10:15 AM - 10:30 AM
Kvaal, James
Pre-meet on servicing-- OLCA or 877-680-1959 code(E)IG)J
When: Wednesday, October 13, 2010 8:45AM-9:15AM. Eastern Standard Time
Where: OLCA or 877-680-1959 code[ti)J(i)]
Meeting with College Unbound {Fritz Edelstein) -- 7E312
Joining will be:
Anna Haas
Dennis littky
Jaime Scurry-Fahy
From: Fritz Edelstein [mailto:fritz@publicprivateaction.com]
Sent: Wednesday, September 15, 2010 3:26PM
To: Kvaal, James; James Kvaal
Subject: Desperately in Search of a Meeting
Hey James:
Hope all is well. One of my clients-- College Unbound which is an outgrowth of Big
Picture Learning will be in town on October 13 and would like to meet with you for 30 to
45 minutes sometime between 8:30 and 11:30 am.
Dennis littky one of the founders of Big Picture Learning and the founder/creator of
College Unbound was told by Secretary Duncan to meet with you when they talked
during the New School Venture Fund meeting earlier this year.
The meeting would be four of us with you. Hope this works with your calendar.
Fritz
202-552-4305
Updated: GE analysis -- {877) 784-4150 codetiDJG)J
When: Wednesday, October 13, 2010 10:15 AM-10:30 AM {GMT-05:00) Eastern Time {US
& Canada).
194 4/22/2011 9:18AM
FOIA Page 1166
Wednesday
10:30 AM - 11:30 AM
11:30 AM - 12:00 PM
1:1S PM - 1:30 PM
3:00 PM - 3:30 PM
3:30 PM - 4:00 PM
Kvaal, James
Servicer allocation meeting w/Harkin & Miller-- 2181 Rayburn
When: Wednesday, October 13, 2010 10:30 AM-11:30 AM (GMT-05:00) Eastern Time (US
& Canada).
Where: 2181 Rayburn
Return car to LBJ --Outside Rayburn--will need to call driver
When: Wednesday, October 13, 2010 11:30 AM-12:00 PM (GMT-05:00) Eastern Time (US
& Canada).
Where: Outside Rayburn--will need to call driver
web site
follow-up on not-for-profit servicing-- by phone: 1-877-784-4150 participant passcode[eM
Meeting w/Getachew Kassa-- James' office
Leigh,
Wednesday 11-11:30am confirmed.
Thank you,
Getachew Kassa
Getachew Kassa
Legislative Director
United States Student Association
Office: (202) 640-6570 I Cell: (503) 453-4060
Email : leg@usstudents.org I www.usstudents.org
1211 Connecticut Ave, NW, Suite 406
Washington DC 20036
SAVE THEDA TEl USSA 's 42nd Annual Grassroots Legislative Conference and National
195 4/22/2011 9:18AM
FOIA Page 1167
Wednesday
4:00 PM - 5:00 PM
5:00 PM - 5:45 PM
Kvaal, James
Lobby Doy: March 19-22nd, 2011 at the L 'Enfant Plaza hotel, Washington, DC
(b) (5) -- LBJ 6E251
When: Wednesday, October 13, 2010 4:00PM-5:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: LBJ 6E251
The call-in information for this conference call is below.
CONFEREE PASSCODE: tmJd
I will send a call-in number and location later in the week.
Thanks.
Elizabeth
Meeting: Brainstrorming to Reach the 2020 Goal-- Martha's Office
When: Wednesday, October 13, 2010 5:00PM-5:45PM. Eastern Standard Tim
Purpose:
Brainstorm the 2020 goal and (b) (5)
Internal Attendees:
Martha Kanter
Eduardo Ochoa
Brenda Dann-Messier
196 4/22/2011 9:18AM
FOIA Page 1168
Wednesday
6:00 PM - 6:30 PM
I October 14. 2010
Thursda:t
8:00 AM - 8:30 AM
8:30 AM - 9:30 AM
9:00 AM - 10:00 AM
Kvaal, James
Peter Cunningham
Carmel Martin
James Kvaal
Frank Chong
Justin Hamilton
Michael Dannenberg
Jon O'Bergh
Hal Plotkin
Zakiya Smith
External Attendees:
None
Agenda:
Brainstorm
Conference Line:
Not needed
Briefing Materials:
None needed
UPDATES:
None
Proof (Kay
mmaries lOOSlO.d
Monthly Check-in with Martha and Bill -- MK to call BT at 202-360-8533 (Back up: BT calls MK at
202-DWJ>
to 8:30AM (GMT-05:00) East ern Time (US & Canada).
FSA Update-- OUS Conference Room or 1-877-784-4150 participant passcodetmJQJ
Meeting: MSI Policy Discussion -- Martha's Office -or- (866) 612-0968 Passcode:tmJm
When: Thursday, October 14, 2010 9:00 AM-10:00 AM (GMT-05:00) Eastern Time (US &
Canada).
Where: Martha's Office -or- (866) 612-0968 Passcode:(mJ(OJ
197 4/22/2011 9:18AM
FOIA Page 1169
Thursday
Kvaal, James
Internal Attendees:
Martha Kanter
Maggie George
Juan Sepulveda
John Wilson
Alex Ceja
Carmel Martin
Zakiya Smith
Russlynn Ali
Georgia Yuan
David Bergeron
Lynn Mahaffie
Eduardo Ochoa
Brenda Dann-Messier
James Kvaal
Michael Dannenberg
Jon O'Bergh
Do Yu
Ricardo Soto
External Attendees:
None
Conference Line:
{866) 612-0968
Participant Code:(ti)JmJ
Briefing Materials:
None needed
As of 10/6, Ricardo Soto is added to this meeting
As of 10/3, Don Yu and Sunil Mansukhani are added to this meeting.
As of 9/30, the date and time of this meeting is changed to 9 AM on 10/14.
198 4/22/2011 9:18AM
FOIA Page 1170
Thursday
10:30 AM - 11:15 AM
12:00 PM-1:00PM
Kvaal, James
Meeting: Dr. Bumphus, President-Elect AACC -- Martha's Office
Canada).
Purpose:
Introductory meeting (suggested by Dr. Kanter) in his new capacity as president-
elect of the American Association of Community Colleges
Internal Attendees:
Martha Kanter
James Kvaal
External Attendees:
Dr. Walter Bumphus
Agenda:
See attached
Conference Line:
(866) 612-0968
Participant Code:Ua
Briefing Materials:
Bumphus(Octl4.1
O).doc
None
Weekly Gainful Employment Meeting - - ~ - o r - Dial: 877-973-2712 Code:[O)J{!)J
When: Thursday, October 14, 2010 12:00 PM-1:00PM {GMT-05:00) Eastern Time {US &
Canada).
Where: (b) (5) -or- Dial: 877-973-2712 Code:[O)Jml
199 4/22/2011 9:18AM
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Thursday
1:00 PM - 1:20 PM
1:30 PM - 1:50 PM
4:00 PM - 5:00 PM
7:30 PM - 8:00 PM
I October 15, 2010
Friday
9:00 AM - 10:00 AM
10:00 AM - 11:00 AM
12:00 PM - 1:00 PM
Kvaal, James
gainful employment private meeting: Infilaw and the Charleston School of Law-- 7C101
Rick lnatome, CEO of l nfilaw and Chidi Ogene, General Counsel of lnfilaw.
gainful employment private meeting: Center for Education and the Workforce -- 7E100
4PM Barnard Auditorium or Call-in number:
1-
When: Thursday, October 14, 2010 4:00PM-5:00PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Barnard Auditorium or Call-in number: 1-888-673-9788, Code: [mJUJI
call-in number: 1-888-673-9788
Participant code:[IDIUJI
Michael and James -- TBD
Copy: ED-WH Weekly Call AT WH -- At WH
Code: tmJmJ
TRIO -- OUS conference room
lunch w Barry Goldstein
200
Thanks,
Roberto
4/22/2011 9:18AM
FOIA Page 1172
Friday
2:30 PM - 2:50 PM
3:00 PM - 3:30 PM
5:00 PM - 5:30 PM
I October 18, 2010
Monday
8:30 AM - 9:30AM
Kvaal, James
gainful employment private meeting: American Association of Cosmetology Schools-- OUS Conference
Room
Meeting leads:
Eduardo Ochoa
Georgia Yuan
Dan Madzelan
Optional attendees:
James Kvaal
Steve Finley
David Bergeron
GE update-- 1-877-784-4150 participant passcodeto)JQJ
(b) (5) -- 1-877-784-4150 participant passcode[Ci)JG)J
8:30-9:30 (b) (5)
When: Monday, October 18, 2010 8:30AM-9:30AM (GMT-05:00) Eastern Time (US &
Canada).
Conference Line:
877.937.6173
Leader Code
) --
201 4/22/2011 9:18AM
FOIA Page 1173
Monday
9:30 AM - 10:30 AM
12:00 PM - 12:30 PM
1:30 PM - 1:50 PM
2:30 PM - 2:50 PM
Kvaal, James
(b) (5) Briefing Materials (if necessary) -
Weekly Gainful Employment Meeting - - ~ - o r - Dial: 877-973-2712 Code:[t:)M
When: Monday, October 18, 2010 9:30 AM-10:30 AM (GMT-05:00) Eastern Time (US &
Canada).
(b) (5)
Where: -or- Dial: 877-973-2712 Code:[IDIUJI
Weekly higher ed call w/Big 4 -- OLCA Conference room or call 866-793-1942 code:tmJBJ
Where: OLCA Conference room or call866-793-1942 code:tmJmJ
gainful employment private meeting: AACRAO -- OUS Conference Room
Meeting leads:
James Kvaal
Georgia Yuan
Dan Madzelan
Optional attendees:
Eduardo Ochoa
Steve Finley
David Bergeron
gainful employment private meeting: Monroe College -- OUS conference room
Meeting leads:
James Kvaal
Georgia Yuan
Dan Madzelan
Optional attendees:
Eduardo Ochoa
Steve Finley
David Bergeron
202 4/22/2011 9:18AM
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Monday
4:00 PM - 5:00 PM
5:00 PM - 6:00 PM
I October 19, 2010
Tuesday
11:15 AM - 11:45 AM
2:30 PM - 2:50 PM
3:00 PM - 4:00 PM
4:30 PM - 5:30 PM
Kvaal, James
COE/Upward Bound research study internal meeting -- TBD {see hold from Marsha)
OUS/OPE weekly update -- alternating locations: K St or LBJ
(b) (5) Strategy Con Call re: --Conference call: 877-680-1959; code:W)J(gl
When: Tuesday, October 19, 2010 11:15 AM-11:45 AM (GMT-05:00) Eastern Time {US &
Canada).
Where: Conference call: 877-680-1959; code:tmJGII
Conference call to (b) (5)
Gaby will lead the call.
gainful employment private meeting: Mark Kantrowitz-- 7C101
(b) (5) . -- OUS Conference Room
Please let me know if you have a conflict. We can also add a conference line if needed or
helpful.
-Leigh
(b) (5) -- 7C100, (Conf. Call: 866-706-2448,tmmJI
When: Tuesday, October 19, 2010 4:30PM-5:30PM {GMT-05:00) Eastern Time {US &
Canada).
Where: 7C100, (Conf. Call: 866-706-2448,[(!)JmJI
Some of us just finished up a meeting with Martha to discuss the 2020 goal.
Let me know if you have any questions.
Regards,
203 4/22/2011 9:18AM
FOIA Page 1175
Tuesday
6:00 PM - 6:30 PM
7:00 PM - 8:00 PM
I October 20, 2010
Wednesday
9:00 AM - 10:00 AM
Kvaal, James
Chris
******************************
Chris Pencikowski
Special Assistant
Office of Planning, Evaluation, and Policy Development
400 Maryland Ave, SW
Office: 202-453-5673
(b) (6)
chris.pencikowski @ed.gov
www.ed.gov
HOLD for Concall with (b) (5) --con-call
Sorry about the late call- but this was the only time that worked for everyone's schedule. Conca II
number will be provided shortly.
Thanks,
CONFEREE PASSCODE: (EJIH
Jenni
Native Nations Institute-- 1W126
& Canada).
Where: 1 W126
204 4/22/2011 9:18AM
FOIA Page 1176
Wednesday
10:00 AM - 11:00 AM
10:20 AM - 10:30 AM
Kvaal, James
Dear Colleagues,
Stephen Cornell, one of Arne's former college professors, has graciously offered to give a
presentation called "The Native American Difference and the Difference it Makes in
Education" here at the Department on October 20th from 9:00-10:00am. He will talk
about the dramatic transformation of Indian Country over the last three decades, what
this has meant for tribal relationships with the federal government, and its effects on
tribal aspirations and approaches to education. Stephen is currently a Faculty Associate
with the Native Nations Institute for Leadership, Management, and Policy, an
organization which assists in the building of capable Native nations that can effectively
pursue and ultimately realize their own political, economic, and community development
objectives. He will be available to answer questions following his presentation. I hope
you will be able to join us.
Thanks,
Charlie
Meeting w/Pam Tate of CAEL to discuss their new PLA study: "Fueling the Race" -- OUS Conference Room
All, please let me know if others would benefit from this briefing. Thanks so much.
Pam Tate from the Council for Adult and Experiential Learning has offered to visit the
Department on the morning of October 20th to brief key staff on the findings of their new
PLA study: "Fueling the Race". We thought this might be an opportunity that would
interest you, and your questions and insight would benefit CAEL' s thinking as they move
forward with this work.
Travel to Canon House Office Building -- Meet in LBJ Basement
& Canada).
Where: Meet in LBJ Basement
Date: 10/20/10
For: Gabriella Gomez
Passengers: 3
From: LBJ
To: CHOB
Time: 10:20 a.m.
Return: 11:10 a.m.
POC: Nathan Arnold 453-6361
205 4/22/2011 9:18AM
FOIA Page 1177
Wednesday
10:30 AM - 11:00 AM
11:10 AM - 11:20 AM
12:30 PM - 1:00 PM
1:00 PM - 1:30 PM
1:30 PM - 2:30 PM
Kvaal, James
CSAC Meeting with Rep. Matsui-- Congresswoman Matsui 's office: 222 Canon
& Canada).
Where: Congresswoman Matsui's office: 222 Canon
Congresswoman Matsui has requested a meeting regarding CSAC next week in DC. She
would like to discuss the Department's commitment to ensuring jobs and upholding
contracts in Sacramento.
Travel to LBJ -- Meet outside Canon House Office Building (call motorpool)
& Canada).
Where: Meet outside Canon House Office Building (call motorpool)
Date: 10/20/10
For: Gabriella Gomez
Passengers: 3
From: LBJ
To: CHOB
Time: 10:20 a.m.
Return: 11:10 a.m.
POC: Nathan Arnold 453-6361
[(i)JB8 -- concall
CONFEREE PASSCODE: (Q)J(!).
MODERATOR PASSCODE: (Q)J(gJI
HOLD: travel
(b) (5) (b) (5)
This meeting is confirmed for EEOB 234.
Thank you!
206 4/22/2011 9:18AM
FOIA Page 1178
Wednesday
2:30 PM - 3:00 PM
3:00 PM - 4:30 PM
4:45 PM - 5:15 PM
5:30 PM - 6:00 PM
I October 21. 2010
Thursda:t
12:00 AM - 12:00 AM
Kvaal, James
(b) (5) on Wednesday, October 20th
at 1:30pm. Please let me know if this time is a problem for you or your principal- otherwise we
will confirm early next week.
Thank you!
ttaSJ
Manifest:
HOLD: travel
AppreciateED
Call w/Sanders office re: servicing -- 866-793-1942 code:S<:JJ
When: Wednesday, October 20, 2010 4:45PM-5:15 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: 866-793-1942 code: tmJU)I
Discuss FSA list-- James' office
(b) (6)
When: Thursday, October 21, 2010 12:00 AM to Tuesday, October 26, 2010 12:00 AM
Where: Key West
207 4/22/2011 9:18AM
FOIA Page 1179
Thursday
8:30 AM - 1:30 PM
12:00 PM - 12:30 PM
1:00 PM - 1:20 PM
1:30 PM - 1:50 PM
2:00 PM - 3:00 PM
3:00 PM - 3:30 PM
Kvaal, James
Removed "out of office" tag on this hold so you don't think you can sleep in this day and
miss all your meetings.
I'll check BB each day, but for urgent matters:

Thanks,
Phil
McKinsey Strategy Academy (begins at 830am) -- McKinsey's DC Office, 1200 19th Street NW, Suite 1000,
Washington, DC, 20036
Cab: McKinsey > LBJ -- James & Eduardo
When: Thursday, October 21, 2010 12:00 PM-12:30 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: James & Eduardo
gainful employment private meeting: Kaplan-- WDCFB6-7E312
gainful employment private meeting: DeVry -- OUS conference room
Hoping to add this to the calendar well in advance, but please let me know if you have a
conflict and we can do our best to adjust.
Have a good weekend.
-Leigh
(b) (5) -- Secretary's Conference Room
When: Thursday, October 21, 2010 3:00PM-3:30PM (GMT-05:00) Eastern Time {US &
Canada).
208 4/22/2011 9:18AM
FOIA Page 1180
Thursday
4:00 PM - 5:00 PM
7:00 PM - 7:30 PM
7:30 PM - 8:00 PM
Kvaal, James
Agenda:

(b) (5) :5)
Please note:

(b) (5)
Dial-in Number: 877-675-1726
Participant Access Code:
tmm1
(b) (5) . (premeet to Hill)-- 1-877-784-4150 participant passcodeW)J(OJ
This appears to be the best time for all, but please let me know if we need to readjust.
Thank you.
Farewell, Fair Nicole-- Ben's Next Door, 13th and U
When: Thursday, October 21, 2010 7:00PM-7:30PM (GMT-05:00) Eastern Time {US &
Canada}.
Where: Ben's Next Door, 13th and U
All-
Several people asked me to send an outlook invitation so that it can be booked on their
calendars. Here you go!
This Friday, Ms. Nicole Young of OVAE is leaving us to serve the president in that big
house on 1600 Pennsylvania Ave. Let's make her sorry she's leaving with a going away
happy hour that will knock her socks off.
Thursday, October 21
7:00P.M.
Ben's Next Door -13th and U NW, next to, well, Ben's.
Forward to any and all I have missed, please, and bring yourselves ready for merri ment.
Ollie
209 4/22/2011 9:18AM
FOIA Page 1181
I October 22. 2010
Friday
All Day
9:00 AM - 9:30 AM
9:00 AM - 10:00 AM
10:00 AM - 10:30 AM
11:00 AM-1:00PM
12:00 PM - 1:00 PM
1:00 PM - 1:20 PM
1:30 PM - 1:50 PM
2:00 PM - 2:20 PM
Kvaal, James
(b) (5)
Please See Above
Runde
Time IUS & Canada).
Ca :J W/FSA FSA
W ere: Catl-In (see below)
Conference Room
When: Friday, October 22, 2010 11 :00 AM-1 :00 PM (GMT-05:00) Eastern Time (US &
Canada).
877-465-1876
rem
call with NUMBER: 202-395-6392 PASSCODE: tmJGJI
CONFEREE PASSCODE: tmJWJI
gainful employment private meeting: Strayer-- OUS Conference Room
gainful employment private meeting: National Consumer law Center-- OUS Conference Room, by phone
gainful employment private meeting: Walden/laureate-- OUS Conference Room
210 4/22/2011 9:18AM
FOIA Page 1182
Friday
3:00 PM - 3:30 PM
I O.ctober 23, 2010
Saturday
All Day
9:00 AM - 9:30 AM
Kvaal, James
Attainment Indicator -- James's Office (7e306)
Canada).
Where: James's Office (7e306)
(b) (5)
Please See Above

(b) (5)
FOIA Page 1183
Saturday
I October 24. 2010
Sunday
All Day
I October 25, 2010
Monday
12:00 AM - 12:00 AM
10:00 AM - 10:30 AM
11:00 AM- 12:00 PM
12:00 PM - 1:00 PM
Kvaal, James
(b) (6)
Please See Above
(b) (6)
Please See Above
Big Picture learning
Stupski Foundation- Meeting with Nelson Gonzalez on Regional Innovation labs -- Secretary's conference
room
When: Monday, October 25, 2010 11:00 AM-12:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Secretary's conference room
Miles lackey
212 4/22/2011 9:18AM
FOIA Page 1184
Monday
12:00 PM - 12:30 PM
12:00 PM - 1:00 PM
1:00PM-1:20PM
1:30 PM - 1:50 PM
2:00 PM - 2:20 PM
2:30 PM - 2:50 PM
5:00PM-6:00PM
8:00 PM - 9:00 PM
I October 26, 2010
Tuesday
9:00 AM - 9:30AM
Kvaal, James
(b) (5)
When: Monday, October 25,201012:00 PM-1:00-PM (GMMiml astern Time (US &
Canada).
Here is the call-in information:
1-877-952-7021
(mD)Jeting: Bridgepoint
private meeting: lincoln-- WDCFB6-7E312
private meeting: APSCU -- WDCFB6-7E312
gainful employment private meeting: CEC -- WDCFB6-7E312
We're back to 230pm. Thanks.
OUS/OPE weekly update -- James will call Eduardo at 202 502 7853
Sara DeWitt
Con call on Pell between ED and Hill -- Conference call number: 877-680-1959; Participant code:tmJG)J
When: Tuesday, October 26, 2010 9:00AM-9:30AM (GMT-05:00) Eastern Time (US &
Canada).
Where: Conference call number: 877-680-1959; Participant code: [O)Jml

10.26.10
Time
9:00 - 9:30 a.m.
Location
Conference call number: 877-680-1959; Participant code: tmJ&)I
213 4/22/2011 9:18AM
FOIA Page 1185
Tuesday
9:30 AM - 10:00 AM
10:00 AM - 11:00 AM
10:45 AM - 11:00 AM
11:00 AM - 12:00 PM
Kvaal, James
Attendees
ED:
GabyGomez
James Kvaal
Kristen Adams
Hill:
Julie Peller
Luke Swarthout
Scheduling
Nathan Arnold (Nathan.Arnold@ed.gov or 202-453-6361}
Notes /Updates
10.22.10- Meeting invite sent. Gaby will lead the call.
HOLD: travel
NASFAA Board of Directors-- 1101 Connecticut Avenue, NW, Suite 1100
Confirmed: Departs 1101 Connecticut Ave NW for 1990 K Stat 1045 -- New Driver Chris Vamboa
703-945-7514
Departure
Date: Tuesday, October 26
No. Ofpassengers: 2
From: 1101 Connecticut Avenue, NW
To: 1990 K. St
Time: 1045
(b) (5) - 8046 or call i n 877-952-1679, code is[6)J{9J
When: Tuesday, Oct ober 26, 2010 11:00 AM-12:00 PM (GMT-05:00) Eastern Time (US &
Canada}.
Where: DAS- 8046 or call in 877-952-1679, code is[U)JGIJ
Attached is the agenda and a few documents for discussion during your meeting.
214 4/22/2011 9:18AM
FOIA Page 1186
Tuesday
12:00 PM - 12:30 PM
1:00 PM - 1:20 PM
Kvaal, James
Have a good day everybody!
Confirmed: Depart 1990 K Stat 120Spm -- New Driver Chris Yam boa 703-945-7514
Return
Date: Tuesday, October 26
No. Ofpassengers: 2
From: 1990 K St
To: LBJ
Time: 12:05 pm
1:00-1:20 Meeting w/Harris Miller, Tony Miller, Charlie Rose, James Kvaal and others-- Secretary's
Conference Room (OS Managed}
When: Tuesday, October 26, 2010 1:00PM-1:20PM (GMT-05:00) Eastern Time (US &
Canada).
James Kvaal
Tony Miller
Charlie Rose
External Attendees:
Harris Miller, President and CEO, APSCU (Association of Private Sector Colleges and
Universities)
Brian Moran, Executive Vice President of Government Relations and General Counsel
Dr. Jonathan Guryan, Associate Professor of Human Development and Social Policy and
of Economics, Northwestern University
Lauren Maddox, Principal
215 4/22/2011 9:18AM
FOIA Page 1187
Tuesday
1:00 PM - 1:20 PM
1:30 PM - 1:50 PM
2:00 PM - 2:40 PM
3:00 PM - 3:45 PM
Kvaal, James
Jay Urwitz, Partner with Wilmer & Hale
Bi ll Clohan, Special Advisor to Harris Miller
POC:
CCA - lauren Maddox 202.879.9328
Briefing Materials- leigh Arsenault and James Kvaal
Conference Room - Hannah/Owen
Update as of 10/26/10 at 12:58 pm: Bill's title was added. Thank you, Tia
Update as of 10/26/10: Jay Urwitz and Bill Clohan will join this meeting. Thank you, Tia
Update as of 10/20/10: The final list of external attendees was added. Thank you, Tia
gainful employment private meeting: Eastern Iowa Community College-- by phone: 1 800 786 1922 code
[CDJl!JM or 7El00
gainful employment private meeting: Grand Canyon-- WDCFB6-7El00
gainful employment private meeting: ACE, ACCT. AACC -- WDCFB6-7E312
(b) (5) Conference Call #(877} 952-8895 Leader CodetmmJ --
WDCFB6-7C101
When: Tuesday, October 26, 2010 3:00PM-3:45PM {GMT-05:00) Eastern Time (US &
Canada).
Where: WDCFB6-7C101
All:
(b)(5)
216 4/22/2011 9:18AM
FOIA Page 1188
Tuesday
8:00 PM - 9:00 PM
I October 27, 2010
Wednesday
10:00 AM - 10:30 AM
10:30 AM - 12:00 PM
Kvaal, James
Suite 4C134
{202) 205-4836
Medina
:john
CSAC -- (866) 765-4170 participant passcode[C!)J{9J
Sorry for the short notice. Looks like this works for ED folks - Dave, Nick, okay on your
end?
Sandy Baum -- WDCFB6-7E312
Leigh,
Can we say that at 10:30 am on Wednesday October 27 Kathie Little, Anne Sturtevant
and I will talk with James about our state simplification project and at 11:00 I will do the
217 4/22/2011 9:18AM
FOIA Page 1189
Wednesday
Kvaal, James
Trends briefing?
We could come at 10 am if that' s better, but I don't think we need a whole hour for that
conversation.
Thanks.
Sandy
p.s. It would be good to know approximately how many people will be at the Trends
meeting.
Sent: Thursday, October 14, 2010 9:47 AM
To: sbaum
Subject: RE: state data
Sure that'd be great
From: sbaum [mailto:sbaum@skidmore.edu]
Sent: Thursday, October 14, 2010 10:29 AM
To: Kvaal, James
Thanks. Leigh has been in touch. She offered between 10 and 12 the morning of the 27th.
Any chance we could use a portion of that time for Trends and a portion to discuss the
state simplification project with you?
Sent: Thursday, October 14, 2010 9:06AM
To: sbaum
They seemed to think it was a big problem for their grant programs. I would be surprised
if states are running need-based grant programs that go up to those levels but maybe
Virginia and Texas do, I don' t know. Anyway I look forward to those conversations.
Leigh is also scheduling dozens of GE meetings so she's a little snowed under. I' ll check
on the briefing.
From: sbaum [mailto:sbaum@skidmore.edu]
Sent: Thursday, October 14, 2010 7:23AM
To: Kvaal, James
Subject: state data
It turns out Texas and Virginia were responding to the simulations the White House did
for us. Anne and Kathie met with a few people and handed those out for their states.
218 4/22/2011 9:18AM
FOIA Page 1190
Wednesday
10:30 AM - 11:00 AM
11:00 AM - 12:00 PM
12:00 PM - 1:00 PM
1:00 PM - 3:00 PM
Kvaal, James
This response is a good warning. The fact is that EFCs go down most for people with high
incomes- who are not likely to be getting grant aid anyway so it doesn't matter.
We are going to focus on talking about formulas could be tweaked so that lower EFCs
don' t necessarily mean more grant aid.
It would be good to discuss all of this stuff without before we write anything.
Meeting with Sandy Baum and College Board to discuss state simplification -- James' office
College Board Briefing: 2010 Trends in College Pricing and Trends in Student Aid -- OUS Conference
Room
(b) (5) TO go over -- OUS conference room - 7e312
When: Wednesday, October 27, 2010 12:00 PM-1:00PM {GMT-05:00) Eastern Time {US
& Canada).
Where: OUS conference room- 7e312
Sorry for the immediate change, I am making it a tad later in hopes that Brian can join us
by phone ... schedules are really tight so I would like to try to keep it this day if possible.
THANKS
for
Phil , might you be able to secure a room over at LBJ?
THANKS everyone.
1:00-3:00 Executive Meeting/(Note: Carmel will be out of the office) -- Secretary's Conference Room
Canada).
219 4/22/2011 9:18AM
FOIA Page 1191
Wednesday
Kvaal, James
Fred Anderson
Jeff Baker
Irma Blanchett
Peter Cunningham
Jennifer Douglas
Samantha Dunbar
Gaby Gomez
Richard Gordon
Chris Greene
Jay Hurt
Martha Kanter
James Kvaal
Jim Manning
Carmel Martin (she'll be out of the office)
Tony Miller
Robin Minor
Charlie Rose
James Runde
Sue Szabo
Bill Taggart
Joanne Weiss
Deb Wiley
Conference Line:
877.937.6173
Participant Code -tmJm
POC:
Briefing Materials (if necessary)- Joanne Weiss
Update as of 10/22/10: Additional staff from FSA was added. Thank you, Tia
Update as of 10/14/10: James, Fred, Chris, Samantha, Irma and Jay were added. Thank
you, Tia
Update as of 9/3/10: The location was changed from Arne's office to the conference
room. Thanks, Tia
Update as of 9/2/10: The end time was changed from 2:00pm to 3:00pm and Bill
Taggart was added. Thanks, Tia
220 4/22/2011 9:19AM
FOIA Page 1192
Wednesday
3:00 PM - 4:00 PM
3:45 PM - 4:00 PM
4:00 PM - 5:00 PM
5:00 PM - 5:30 PM
5:40PM-6:00PM
5:45 PM - 6:15 PM
Kvaal, James
HOLD Prep for Briefings
Canada).
Jodie and I will cab over and meet you guys outside 2261 Rayburn. Thanks!
CONFIRMED--PI pkg 1 briefing -- 2261 Rayburn
Canada).
Where: 2261 Rayburn
PI Pkg 1 briefing for: Hastings group, CBC, CHC, CAPAC-- 2261 Rayburn
Canada).
Where: 2261 Rayburn
Return car to LBJ -- Outside Rayburn (will need to call driver)
When: Wednesday, October 27, 2010 5:40PM-6:00PM {GMT-05:00) Eastern Time (US &
Canada).
Where: Outside Rayburn (will need to call driver)
Sorry, I meant outside Rayburn.
Press call on Program Integrity -- WDCFB6-7C101
Canada).
Where: WDCFB6-7C101
221 4/22/2011 9:19AM
FOIA Page 1193
Wednesday
October 28, 2010
Thursday
8:30 AM - 9:30 AM
10:00 AM - 11:00 AM
12:45 PM-1:15PM
1:00 PM - 1:20 PM
1:30 PM - 1:50 PM
2:00 PM - 2:20 PM
2:30 PM - 2:50 PM
3:00 PM - 3:30 PM
Kvaal, James
Just a reminder that todays press call will take place at 5:45p.m. in 7C101 near the west
bank of elevators.
Jim Bradshaw/202-401-2310
FSA Update-- OUS Conference Room or 1-877-784-4150 participant passcodetmM
Weekly Gainful Employment -or- Dial: 877-973-2712 Code:tmmJ
Canada).
Where: (b) (5) -or- Dial: 877-973-2712 Code:[(i')I<!JI
Call: Senator Klobachur -- Senator Klobachur to call MK at 202-453-7334 (Ait number 202-224-2535,
Megan)
gainful employment private meeting: ITT-- WDCFB6-7Cl01
gainful employment private meeting: Northwestern Career College-- WDCFB6-7E312
gainful employment private meeting: EDMC
gainful employment private meeting: Rocky Vista -- WDCFB6-7E312
(b) (5)
Subject: RE: Request
Can we schedule 30 minutes to talk next week?
222
-- OUS Conference Room
4/22/2011 9:19AM
FOIA Page 1194
Thursday
3:00 PM - 4:30 PM
I October 29, 2010
Friday
All Day
Kvaal, James
from 3:00PM to 4:30PM {GMT-05:00) Eastern Time (US & Canada).
Where: K Street
College Board panel
From: Little, Kathleen [mailto:KLittle@collegeboard.org]
Sent: Wednesday, August 04, 2010 9:21PM
To: Kvaal, James
Cc: Sturtevant, Anne; sbaum; Little, Kathleen
Subject: College Board Forum 2010
Dear James,
I am writing to invite you to serve as a panelist for the College Board Forum session
described below. Forum 2010 will take place in Washington, DC from October 27 to 30.
Your role would be to talk about national policy considerations and implications for
federal student aid of a much simpler FAFSA- perhaps what was outlined in HR 3221. I
will moderate the session and share the preliminary results of the implications for states
of a much simpler FAFSA, reviewing what we have learned from our state need-based
223 4/22/2011 9:19AM
FOIA Page 1195
Friday
9:00 AM - 10:00 AM
Kvaal, James
grant study. There will be two other panelists- Pam Fowler, Executive Director of
Financial Aid at the U. of Michigan and NASFAA Chair-Elect, and Cheryl Maplethorpe,
Director of Financial Aid, Minnesota Office of Higher Education.
Session 405: Friday, October 29, 9:15AM to 10:30 AM
Title: The Simpler FAFSA: Implications for Equity
Description: To reduce the complexity of the federal aid system and thereby
increase college participation, the Obama administration has simplified the application
process and has proposed removing all but a handful of income questions, as well as
asset information, from the FAFSA. The College Board has partnered with several states
to model the impact of proposed changes on the distribution of state grants. The
collaboration has considered: what these changes mean for the equitable and efficient
dist ribution of need-based grant funds by states and institutions; who will be helped and
who will be hurt by the reduction in eligibility data; and what can be done to minimize
negat ive consequences. Participants in this session will examine the preliminary results
of the study, will discuss national, state, and institutional policy considerations and
implications, and will develop strategies to preserve equity in the awarding of need-
based grants.
Please let me know by next Monday, if possible, if you are interested and
available. If you have questions, please give me a call. If you' re not available, could you
suggest an alternate? (Dan Madzellan?)
Thanks for your consideration of our request.
Kathie
Kathleen Little
Senior Adviser, Student Aid Policy
The College Board
703-623-9332 (cell)
klittle@collegeboard.org
When: Occurs every Friday effect ive 10/23/2009 from 9:00AM to 10:00 AM (GMT-05:00)
Code: tmJU
224 4/22/2011 9:19AM
FOIA Page 1196
Friday
9:25 AM - 9:55 AM
9:45 AM - 11:00 AM
11:00 AM - 12:00 PM
Kvaal, James
Confirmed: Depart LBJ at 925 for Washington Hilton
Thanks,
Roberto
Departure
Date: Friday, October 29th
From: LBJ
To: Washington Hilton Hotel
Time: 925
Return
Date: Friday, October 29h
From: \XIashington Hilton Hotel
To: LBJ
Time: 11:15 pm
College Board Panel -- Washinton Hilton Hotel, Jefferson East room on the Councourse level
Meeting: National College Application Day -- Martha's Office -or- (866) 612-0968 Participant Code:
tmm
When: Friday, October 29, 2010 11:00 AM-12:00 PM (GMT-05:00) Eastern Time (US &
Canada).
Where: Martha's Office -or- (866) 612-0968 Participant Code: [(DJU)J
Purpose:
225 4/22/2011 9:19AM
FOIA Page 1197
I Oct ober 29, 2010 Continued
Friday
Kvaal, James
To discuss the idea and a plan for a National College Application Day
Internal Attendees:
Martha Kanter
James Kvaal
Eduardo Ochoa
Jennifer Douglas
Hal Plotkin
Jon O'Bergh
Leigh Arsenault
Roberto Rodriguez
External Attendees:
Molly Broad
Gene Wilhoit, CCSSO
Paul Lingenfelter, SHEEO
Jim Applegate, Lumina
Bobby Kanoy, Institute for College and Career Success
Agenda:
Prepared by Bobby Kanoy
Welcome and Introductions
Concept for a National College Application Day/Week
o Overview
o Background
o Success in other states
Discussion items- see attached notes
Timetable
Next Steps
Conference Line:
(866) 612-0968
Participant Code:(t:)J(OJ
Briefing Materials:
Agenda for College App National College
10-29-2010.doc ~ e k Summary 201( Application D ...
UPDATES:
As of 7:42 pm on 10/27 the agenda and briefing materials were added to this
meeting.
226 4/22/2011 9:19AM
FOIA Page 1198
Friday
11:15 AM - 11:45 AM
1:00 PM - 1:20 PM
Kvaal, James
Confirmed: Depart Washington Hilton at 1115pm
Departure
Date: Friday, October 29th
From: LBJ
To: Washington Hilton Hotel
Time: 925
Return
Date: Friday, October 29tJ'
No. Ofpassengers: 2
From: \\fashington Hilton Hotel
To: LBJ
Time: 11:15 pm
1:00-1:20 Meeting w/EDMC Staff, Tony Miller. James Kvaal and Georgia Yuan --Secretary's Conference
Room (OS Managed)
When: Friday, October 29, 2010 1:00PM-1:20PM (GMT-05:00} Eastern Time {US &
Canada}.
James Kvaal
Tony Miller
Georgia Yuan
External Attendees:
The Honorable Jock McKernan, Chairman-EDMC and Former Governor of Maine
227 4/22/2011 9:19AM
FOIA Page 1199
Friday
1:30 PM - 1:50 PM
2:00 PM - 2:20 PM
3:00 PM - 3:30 PM
4:15 PM - 4:30 PM
5:00 PM - 5:20 PM
Kvaal, James
Todd Nelson, Chief Executive Officer-EDMC
Ed West, President and Chief Financial Officer-EDMC
Tony Guida, Senior Vice-President-Regulatory Affairs and Strategic Development-EDMC
POC:
EDMC - Catherine Caponi 412.918.2550
Briefing Materials - Leigh Arsenault and James Kvaal
Conference Room - Hannah/Owen
Update as of 10/28/10: James is confirmed to join this meeting. Thank you, Tia
Update as of 10/22/10: Eduardo will attend in place of James. Thank you, Tia
gainful employment private meeting: Capella -- OUS Conference Room
gainful employment private meetings: Corinthian-- WDCFB6-7El00
Call with James and luke-- Conference call number: 877-680-1959; Participant code:tmJBJ
Canada).
Where: Conference call number: 877-680-1959; Participant code: [IDJUDI
Conference call number: 877-680-1959; Participant code: [U)J(fJJ
Gaby: Leader number is[U)JmJ
(b) (5) --Secretary's Conference Room
5:00-5:20 Meeting w/Corinthian Colleges Staff, Tony Miller, James Kvaal and Georgia Yuan Secretary's
Canada).
James Kvaal
Tony Miller
Georgia Yuan
228 4/22/2011 9:19AM
FOIA Page 1200

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I June 11, 2010 Continued

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