BOX 1-1
Statement of Work

The purpose is to conduct a study to evaluate whether the integrated Department of Defense/Department of Veterans Affairs (DoD/VA) James A. Lovell Federal Health Care Center (FHCC) located in North Chicago is more beneficial to DoD and VA than their independent facilities in serving the needs of their eligible populations. A panel that is comprised of independent, neutral, nongovernmental subject matter experts shall be convened to do the following, but is not limited to:

  1. Establish criteria for near-term and longer-term assessment of the success of facility integration that can be used in follow-on assessments. Determine if success criteria would be different if the partner DoD health care facility was supporting operational units instead of basic/advanced training units, such as the Navy Health Clinic Great Lakes.
  2. Evaluate whether performance benchmarks that DoD and VA have established in their executive agreement have been achieved.
  3. Examine the lessons learned from similar mergers elsewhere in the federal and private health sectors that may be applicable to DoD/VA mergers.
  4. Evaluate the most pressing concerns of the stakeholders,* and recommend ways to mitigate or eliminate these concerns.
  5. Evaluate the specific impact of the merger on the level and quality of training received by active duty medical personnel and VA providers.
  6. Prepare a written report with findings, conclusions, and recommendations for DoD and VA that will be available to the general public.


* Stakeholders include all groups affected directly and indirectly by the merger, such as the leadership of the merging units and their line of command/authority, the employees, active duty and civilian, eligible beneficiaries, local citizens, and labor unions.

The committee held five face-to-face meetings between February 2011 and March 2012, supplemented by conference calls and email exchanges. Two of the meetings were held in North Chicago, where the committee received presentations from the staff of the FHCC and area stakeholders affected by the integration effort. Stakeholders include leaders of the Navy Recruit Training Command, the affiliated medical school (Rosalind Franklin University of Medicine and Science), unions, patients, and veterans organizations. The presenters and their affiliations are listed in the Acknowledgments. The committee also toured the FHCC facilities for half a day, including naval branch clinics located on the naval base.

In the process of its deliberations, the committee created a framework (see Table 1-1) to guide its evaluation of the Lovell FHCC merger that

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