1. 1 Commissioned Officers Association General Membership Meeting+++ June 20, 2011 June 20, 2011 New Orleans, LA

2. 2 Commissioned Officers Association Chair’s Report Chair’s Report Treasurer’s Report Treasurer’s Report Executive Director’s Report Executive Director’s Report PHS Commissioned Officers Foundation PHS Commissioned Officers Foundation Open Discussion Open Discussion Agenda

3. 3 Commissioned Officers Association Challenges and opportunitiesChallenges and opportunities Committee activities Committee activities Local branches Local branches Future directions Future directions CHAIR’S REPORT

4. 4 Commissioned Officers Association CHAIR’S REPORT Finances stabilizing Finances stabilizing Investment portfolio recovering Investment portfolio recovering Post 9/11 GI Bill TransferabilityPost 9/11 GI Bill Transferability Furlough in event of gov’t shutdown Furlough in event of gov’t shutdown –Implications for future of Corps as Uniformed Service

5. 5 Commissioned Officers Association CHAIR’S REPORT Health Reform Law after effects Regular Corps cap lifted Regular Corps cap lifted –Reserve officers all assimilated into Regular Corps effective 23 Mar 2010 –Nomination/confirmation process for new calls-to-duty struggling Ready Reserve authorized but not fundedReady Reserve authorized but not funded Public Health Science Track authorized but not fundedPublic Health Science Track authorized but not funded

6. 6 Commissioned Officers Association CHAIR’S REPORT Membership critical Membership critical – 65% active duty COA members – See previous slides for reasons to join – too many officers getting a free ride Advocacy and communications Advocacy and communications – Website – Facebook – E-newsletters Get engaged and get involvedGet engaged and get involved

7. 7 Commissioned Officers Association CHAIR’S REPORT Local Branches 97 sanctioned local branches On-line access for Branch Presidents On-line access for Branch Presidents and Liaisons and Liaisons Branch President’s 1 st Full Day meeting Branch President’s 1 st Full Day meeting

8. 8 Commissioned Officers Association CHAIR’S REPORT Membership growth Membership growth Post 9/11 GI Bill Transferability Post 9/11 GI Bill Transferability Strengthen the hand we are playing Strengthen the hand we are playing Retired officer advocates – educate Members of Congress Retired officer advocates – educate Members of Congress Funding for PHST/Ready Reserve Funding for PHST/Ready Reserve Address sustainability of symposium Address sustainability of symposium Future Directions

9. 9 Commissioned Officers Association TREASURER’S REPORT

10. 10 Commissioned Officers Association Highlights TREASURER’S REPORT FY 10 – 11 on track to be better than previous year FY 10 – 11 on track to be better than previous year

11. 11 Commissioned Officers Association 2009 – 2010 Audited Financial Statement TREASURER’S REPORT Revenue [08-09] - Budgeted $884,000 -Actual $830,380 $694,779 Expenses - Budgeted $669,550 - Actual $820,944 $842,540 ∆ $ 9,436 ∆ ($147,761) ∆ $ 9,436 ∆ ($147,761) Investments $ 82,000 ($325,110) ∆ $ 91,436 ∆ ( $472,871) ∆ $ 91,436 ∆ ( $472,871)

12. 12 Commissioned Officers Association 2010 – 2011 Budget Performance As of 30 April 2011 TREASURER’S REPORT Planned Actual (To Date) Planned Actual (To Date) Revenues$884,000 $ 860,850 Retained Earnings$ 59,000 $ 59,000 Investments$ 0 $ 242,167 Total$943,000 $1,162,017 Expenses$699,550 $ 733,084 Δ $243,450 $ 428,933 Δ $243,450 $ 428,933

13. 13 Commissioned Officers Association Reserve Investment portfolio TREASURER’S REPORT 30 June 2010 = $1.240M 30 April 2011 = $1.463M ∆ = $0.223M Performance 10 year 5 year 1 year COA 5.92% 4.87% 13.37% Benchmark 4.43% 4.46% 11.28%

14. 14 Commissioned Officers Association EXECUTIVE DIRECTOR’S REPORT

15. 15 Commissioned Officers Association COA Infrastructure COA Infrastructure Membership Membership Government Relations Government Relations Foundation Activity Foundation Activity Symposium EXECUTIVE DIRECTOR’S REPORT

16. 16 Commissioned Officers Association COA Infrastructure Staff stability Staff stability O n-line access for COA Members O n-line access for COA Members Management a strategic issue Management a strategic issue EXECUTIVE DIRECTOR’S REPORT

17. 17 Commissioned Officers Association As of 31 May 2011 ACTIVE DUTY RETIRED Active Duty 3734 Retired 1057 Inactive Reserve 145 Inactive Reserve 1 Life 149 Life 730 Former CO 144 Former CO 7 Co-step 2 Associate 5 Student 1 ACTIVE DUTY TOTAL 4180 RETIRED TOTAL 1795 TOTAL MEMBERSHIP 5,975

18. 18 Active Duty Statistics As of 31 May 2011 Total Membership Active Duty Members 4180 Corps Strength 6411 Percentage 65% Membership is a strategic issue Should be at least 75%

19. 19 LOST MEMBERS SINCE 1JULY 2010 ACTIVE DUTY - 449 RETIRED - 61 Commissioned Officers Association

20. 20 Commissioned Officers Association ● Value added – Advocacy – The ONLY independent voice for the Corps ─ Benefits ─ Pentagon Federal Credit Union ─ Public Health Reports ─ Exploring affinity relationship with USAA ─ Discounts on Foundation published books ─ Members Only – On-line access to manage dues, address updates, branch affiliation ─ Facebook; e-news MEMBERSHIP

21. 21 WELCOME NEW COA LOCAL BRANCHES! 97 Local Branches Nationwide, 2 International 97 Local Branches Nationwide, 2 International Welcome New Branches! Welcome New Branches! – Chattahoochee Valley, Fireweed, Ft. Yuma & South Florida Current branch member information available to Branch Presidents/Liaisons through Members Only site. Current branch member information available to Branch Presidents/Liaisons through Members Only site.

22. 22 Commissioned Officers Association EXECUTIVE DIRECTOR’S REPORT Government Relations/Advocacy Post 9/11 GI Bill transferability Post 9/11 GI Bill transferability –P.L. Law 111-377 a major legislative victory for COA –HHS fails to act; COA petitions SECDEF –The Military Coalition supports – Coordinating with NOAA/DOC – Congressional support

23. 23 Commissioned Officers Association EXECUTIVE DIRECTOR’S REPORT Government Relations/Advocacy Furloughs and government shutdownFurloughs and government shutdown –No answers yet –COA 6 April letter to SECHHS remains unanswered –HHS blames OMB/DOJ –OMB tells COA HHS “owns” the decision –HHS OGC refuses to speak with COA –Next step – HHS IG –Then Capitol Hill

24. 24 Commissioned Officers Association EXECUTIVE DIRECTOR’S REPORT Government Relations/Advocacy Patient Protection & Affordable Care Act Patient Protection & Affordable Care Act – Regular Corps cap – No more Reserves on active duty – New calls-to-duty moving; but too slowly – Ready Reserve – Not funded. HHS seeks no funding – IRR? – Public Health Science Track – Same funding story as RR

25. 25 Commissioned Officers Association EXECUTIVE DIRECTOR’S REPORT Government Relations/Advocacy COA Policy Action Committee COA Policy Action Committee –Seeking retired officers/Corps alumni willing to meet with Members of Congress/staffs in home state – COA provides materials and talking points –Educate and inform Congress about the Corps and its role in national (health) security –We need your help! –Contact Judy Rensberger on COA staff SG Brand on cigarette pack warningsSG Brand on cigarette pack warnings

26. 26 PHS COMMISSIONED OFFICERS FOUNDATION for the ADVANCEMENT OF PUBLIC HEALTH

27. 27 Commissioned Officers Foundation Commissioned Officers Foundation 2009-2010 Audited Financials Revenue Budget$796,250 Budget$796,250 Actual $741,810 Actual $741,810Expenses Budget$770,200 Budget$770,200 Actual $710,253 Actual $710,253 Net$ 31,557 Net Assets = $146,021

28. 28 Commissioned Officers Foundation Commissioned Officers Foundation 2010-2011 as of 31 April 2011 Revenue Budget (full year) $705,800 Budget (full year) $705,800 Actual (to date) $372,204 Actual (to date) $372,204Expenses Budget (full year) $770,200 Budget (full year) $770,200 Actual (to date) $353,153 Actual (to date) $353,153

29. 29 Commissioned Officers Foundation EXECUTIVE DIRECTOR’S REPORT Officer Support Officer Support – Junior Officer Grants – RADM Jerrold Michael Fellowships – Dependent scholarship Programs

30. 30 Commissioned Officers Foundation EXECUTIVE DIRECTOR’S REPORT Corps Support Corps Support – Scientific & Training Symposium – Anchor and Caduceus dinner – Support for PACs, Ensemble, RDFs, JOAG JOAG – Books Public Health SupportPublic Health Support –HIFASS assessment (grant) –Books Programs

31. 31 Commissioned Officers Foundation EXECUTIVE DIRECTOR’S REPORT University of Maryland School University of Maryland School of Public Health of Public Health Chinese Association of Health Education Chinese Association of Health Education Health Initiative for African Safety and Health Initiative for African Safety and Security (Nigeria) Security (Nigeria) NIH/NLM NIH/NLM Partnerships

32. 32 OPEN DISCUSSION