1. Task Force Session Standards & Interoperability Task Force Stan Huff, Co-Chair Arien Malec, Co-Chair February 17, 2015

2. Agenda Workplan Progress to Date Recap Previous Discussion: Explore the “How” Today’s Discussion: How should S&I conduct business? Plan for Public Hearing 2

3. S&I Taskforce Draft Work Plan 3 MeetingsTask Friday, January 23 rd 1:30pm – 3:30pm ET Kick off and overview of the S&I Framework Review charge Action steps Tuesday, January 27 th, 11:30 – 1:00 pm ET Briefed HISTC on focus and preliminary findings Friday, January 30 th 1:30pm – 3:30 pm ET Review and discuss action steps Explore “How” – starting with how “identified national priorities” should be made Tuesday, February 17 th 1:30pm – 3:30 pm ET Recap from previous meeting Review and discuss action steps Prep for Virtual Hearing Friday, February 27 th 1:30pm - 3:30pm ET Virtual Hearing Thursday, March 5 th 12:00pm – 2:00pm ET Summarize Virtual Hearing Develop recommendations Friday, March 13 th 2:00pm – 4:00pm ET Finalize Phase I recommendations - update documents/plans Prep for March HITSC presentation Wednesday, March 18 th HITSC Meeting Phase I Recommendations

4. Progress to Date & Focus Ahead ApproachDiscussion / Results Is there a continued need for the S&I? Yes, but there are opportunities for improvement Evaluate the “what”Key Jobs to be Done Support national priorities & production use Facilitate Federal participation in SDOs Recommend needs for infrastructure and non-traditional SDO artifacts Evaluate the “how”Considerations to Improve Approach Balanced representation Measurable, meaningful real-world results Reasonable implementation path Interim and long term goals / outcomes Rapid Cycle Implementation ONC should facilitate not drive  How should S&I conduct business? How are the jobs done? What are the key business processes? Which have worked well? What are the successes and lessons learned? Public HearingCase Studies: Cross-SDO Perspective; Stakeholder Perspective from Users of S&I Implementer / Industry Perspective; Non-S&I Standards Groups RecommendationsFinal recommendations to HITSC 4

5. Previous Discussion Explore the “How” S & I should adopt an iterative approach to meet the following criteria: – Have balanced stakeholder representation in determination of priorities (e.g., federal, provider, developer, patient stakeholders) – If successful will lead to a measurable and meaningful real-world set of outcomes that will advance a given national priority (e.g., it will create healthcare value and/or equity) – High likelihood of success in terms of a reasonable path to implementation (i.e., there are providers, vendors and developers who seek to implement the set of outcomes) – Take into consideration parallel efforts, resources and ability of contributors to participate To promote success – Every initiative must be accompanied by a charter that lists real world outcomes and interim deliverables/outcomes that lead up the long-term goals – The combination of interim and long term measures must be evaluated. – Each initiative should have a plan for how the outcome could be evaluated 5

6. Previous Discussion Explore the “how” (cont’d) Rapid Cycle Implementation – Standards development best occurs in close coordination with implementation and rapid feedback cycles – Certification criteria and Standards implementation criteria should be work product of an SDO – SDOs should change work process to accommodate rapid evolution of implementation guidance where warranted – A process like that of the IETF may be worth adopting whereby a standard goes through rapid iteration without need for balloting during iteration and that balloting may be reserved for mandating a version as a national standard Principle – ONC staff should participate as facilitators or staff support, but should not be the content developers Questions for Consideration – Should S&I coordinate efforts among multiple SDOs? 6

7. Today’s Discussion: How should S&I conduct business? Assumptions Priorities will be driven by Interoperability Roadmap Recommendations should focus on process to promote successful execution Questions for Discussion 1.What are the key S&I business processes? 2.Which S&I business processes work well? 3.How can S&I business processes improve? 7

8. Plan for Public Hearing on 2/24 8 A public hearing will help the task force to better understand the role of the S&I Framework and its jobs Panelist to address the following questions: 1.Would you add or change any of the proposed S&I jobs? If so, which ones and why? – Proposed Jobs of S&I Framework Support national priorities and production use Facilitate Federal participation in SDOs 2.How would the proposed criteria below have affected S&I initiatives in which you participated, had the criteria been in place at the time? – Proposed Criteria for defining “identified federal priorities” Balanced Representation Measurable, meaningful real-world results Reasonable implementation path Interim and long term goals/outcomes Rapid Cycle Implementation Potential Formats / Points of View for Public Hearing – Case Studies – Cross-SDO Perspective – Stakeholder Perspective from Users of S&I – Implementer / Industry Perspective – Non-S&I Standards Groups