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United States Government Accountability Office: Washington, DC 20548:

August 10, 2007:

The Honorable Henry A. Waxman: 
Chairman:
Committee on Oversight and Government Reform: 
House of Representatives:

Subject: Social Security: Costs Associated with the Administration's 

Efforts to Promote Program Reforms:

Dear Mr. Chairman:

You requested that we identify the official Social Security reform 
public speaking events and other promotion initiatives involving 
administration officials, and their costs to the federal government, 
since January 2005. As you know, the Social Security[Footnote 1] Board 
of Trustees is projecting in its 2007 report that as early as 2017 
Social Security benefit payments will exceed tax revenues. After that 
time, the gap between costs and tax revenues grows continuously, and 
unless action is taken to close this gap, it is currently estimated 
that the Social Security trust funds will be depleted by 2041. In his 
2005 State of the Union Address, the President emphasized the need to 
reform Social Security, and he announced his intention to work with the 
Congress to achieve reforms. On March 2, 2005, the Secretary of the 
Treasury announced the "60 Stops in 60 Days" tour[Footnote 2] in which 
the President and other administration officials would speak to the 
public about the need for reform in a series of town hall meetings 
across the country in an attempt to gain popular support for program 
reforms. Your request asked us to include events such as those 
associated with the "60 Stops in 60 Days" tour and initiatives such as 
the Social Security Information Center (SSIC) established at the 
Department of the Treasury (Treasury) to provide a focal point for the 
administration's Social Security reform activities.

To answer your question about the list of public speaking events and 
other promotion initiatives, we relied upon information supplied by the 
Social Security Administration (SSA), Treasury, and the Executive 
Office of the President (EOP), including information posted to 
Treasury's and the White House's Web sites.[Footnote 3] To answer your 
question about the cost of the public speaking events and other 
promotion initiatives, we focused our work on the activities of SSA, 
Treasury, and EOP, which accounted for approximately 75 percent of the 
public speaking events. In addition to data obtained from SSA, 
Treasury, and EOP, we received information pertaining to EOP activities 
from the United States Air Force (Air Force), and the Departments of 
Labor (Labor) and Health and Human Services (HHS). We specifically 
asked the Air Force to provide cost data related to the President's and 
Vice President's use of Air Force One and Air Force Two in traveling to 
promote Social Security reform. We asked Labor and HHS to confirm the 
costs reported by EOP as being reimbursed by Labor and HHS through 
interagency agreements supporting the President's and Vice President's 
public speaking events. As agreed with your office, we did not ask the 
agencies that participated in a minimal number of public speaking 
events to verify their events or to provide us with costs related to 
those agencies' speaking events. Also, we did not determine Secret 
Service and other security costs or the salaries of the government 
officials, such as the President and Vice President, who participated 
in the Social Security reform events within the context of performing 
their larger duties, which we view as fixed costs.[Footnote 4] We 
obtained and reviewed interagency agreement data from EOP, Treasury, 
Labor, and HHS supporting presidential and vice presidential public 
speaking events; travel data related to public speaking events from 
SSA, Treasury, EOP, and the Air Force; and activity and cost data 
related to other promotion initiatives from Treasury.

Except for the records access limitation discussed below, we performed 
our work in accordance with generally accepted government auditing 
standards from June 2005 through June 2007 in Washington, D.C., and are 
reporting the information obtained from Treasury, SSA, EOP, the Air 
Force, Labor, and HHS. Although we cannot provide reasonable assurance 
that the costs are complete and fully supported, we found that the data 
provided by these agencies were sufficiently reliable to substantially 
meet our objectives.

While EOP provided certain cost information, it withheld from us the 
detailed source records showing how the funds transferred pursuant to 
the interagency agreements with Treasury, HHS, and Labor were spent as 
well as the travel documentation we requested. EOP provided some 
summary and other cost data on April 25, 2007, which was after the 
scheduled end of field work and about 3 weeks into the 30-day agency 
comment period in which the agencies involved in this review had the 
opportunity to comment on a draft of this report. The information EOP 
provided was in response to our written request for the information 
first made in August 2006. EOP stated that much of the requested 
information contained personal information for EOP personnel (such as 
Social Security Numbers, personal contact information, and credit card 
numbers). EOP also stated that some of the information could pose 
security concerns (such as travel patterns, identities of vendors used, 
and names used for arranging White House-related travel and supplies). 
We disagree with EOP's decision to withhold this information from GAO, 
but decided to report this limitation on our work without initiating 
the process to enforce our right of access to EOP financial and related 
information under 31 U.S.C. § 716(a) because of the disproportionate 
amount of time and resources needed to pursue this matter and the 
limited amount of funds involved. Under the circumstances, we decided 
that it was appropriate to report EOP's decision to withhold basic 
financial and related information and have the Congress decide whether 
to pursue this matter further as part of its own oversight and 
investigative agenda. A full description of our scope and methodology, 
including the limitation on our work, can be found in enclosure I.

Results in Brief:

We identified 228 public speaking events to promote the Social Security 
reform initiative, of which there were 40 presidential events, 7 vice 
presidential events, and 122 events with officials from EOP, SSA, or 
Treasury. As agreed with your office, we primarily focused on these 169 
events (almost 75 percent of the 228 public speaking events) and are 
reporting cost information we obtained for these events. We also 
identified many other promotion initiatives, including radio addresses 
and interviews and the establishment of a Treasury Web site.

The direct and incremental costs for the 169 events and other 
initiatives were a reported $2,588,367 for staging, travel, and other 
direct costs. The largest portion was for reported reimbursements to 
EOP from Treasury, HHS, and Labor for staging costs totaling 
$1,651,460, while reported travel costs included $437,887 for the use 
of Air Force One and Air Force Two, $369,838 for EOP officials' travel, 
and $66,794 for travel by Treasury and SSA officials. EOP reported 
$62,388 in other direct costs to support its public speaking events. 
Treasury reported an additional $222,608 in other initiative costs to 
establish and operate its SSIC and Strengthening Social Security Web 
site, bringing the total reported costs to $2,810,975.

In addition to reporting the scope limitation imposed by EOP which 
prevents us from providing reasonable assurance that the costs reported 
to us are complete and fully supported, we are reporting a deficiency 
we found in how Treasury handled its interagency agreements with EOP. 
Treasury did not have supporting documentation for amounts it 
reimbursed EOP under the interagency agreements to pay for staging 
costs associated with Social Security reform events. We are making a 
recommendation to Treasury that it strengthen its guidance on 
obtaining, reviewing, and retaining supporting documentation for 
reimbursements under interagency agreements.

We requested comments on a draft of this report from the Director, 
Office of Administration, EOP; the Secretary of the Treasury; the 
Commissioner of Social Security; and the Secretary of Defense. EOP did 
not provide comments but did provide certain data we requested, which 
was incorporated into the report as appropriate. Treasury provided oral 
comments in which it agreed with our facts but would not say whether it 
agreed or disagreed with our recommendation. Instead, Treasury said it 
would review its procedures with respect to the processing of 
interagency agreements. We received written comments from SSA in which 
it requested that we modify our report to emphasize its role in 
educating the public about solvency issues rather than promoting any 
particular plan to achieve solvency. We did not incorporate any changes 
based upon this comment as GAO does not believe such a distinction is 
warranted. SSA also provided minor technical corrections, which were 
incorporated into the report as appropriate. The Department of Defense 
stated that it agreed with the facts contained in the report.

Background:

Social Security provides protection against the loss of earnings due to 
retirement, death, or disability. According to the 2007 Social Security 
Board of Trustees Report (Trustees Report), there were 49 million 
beneficiaries at the end of 2006. Total benefits paid during 2006 
amounted to $546 billion. The Trustees Report goes on to state that 
under current law, the cost of Social Security will soon begin to 
increase faster than the program's income, because of the aging baby 
boom generation, expected low fertility, and increasing life 
expectancy. The Board of Trustees projected a long-range (75 year) 
funding shortfall in the Social Security Trust Funds of $4.7 trillion 
in present value, absent program reforms. For the infinite future, the 
Board projects a funding shortfall of $13.6 trillion in present value 
dollars.

In 2005, the President began promoting Social Security reform, 
including hundreds of public speaking events by administration 
officials across the country to educate the public about the Social 
Security solvency issues and gain popular support for his plan to 
reform Social Security. A large part of the costs of this initiative 
were paid by Treasury, HHS, and Labor through reimbursements to EOP, 
under interagency agreements covering event staging costs for many of 
the President's and Vice President's public speaking events around the 
country. Interagency agreements like those entered into by Treasury and 
EOP are permitted by the Economy Act,[Footnote 5] which allows one 
department or agency to use the materials, supplies, facilities, and 
personnel of another. Under this authority, the agency requesting the 
goods or services (the ordering agency, or Treasury in this case) 
agrees to reimburse the agency providing the goods or services (the 
performing agency, or EOP in this case) the actual costs incurred by 
the performing agency, including both direct and indirect costs. The 
ordering agency is accountable to the Congress for expenses it incurs 
against appropriations made to it, and the performing agency is 
accountable for the proper use of the ordering agency's funds.

Social Security Reform Public Speaking Events and Other Promotion 
Initiatives:

On the basis of information obtained from Treasury, SSA, and EOP, 
including information obtained from their Web sites, we identified 228 
public speaking events conducted by eight agencies.[Footnote 6] Table 1 
summarizes the 228 identified public speaking events attended by agency 
and EOP officials. These events were primarily town hall meetings 
conducted across the country before various groups. Enclosure II 
provides the date and location of each event and the name of the 
administration official who was a primary speaker.

Table 1: Number and Percentage of Social Security Reform Agenda Public 
Speaking Events by Agency:

Agency: Social Security Administration; 
Number of events: 73;
Percentage of all disclosed events: 32.0%.

Agency: Executive Office of the President; 
Number of events: 57;
Percentage of all disclosed events: 25.0%.

Agency: Department of the Treasury; 
Number of events: 39;
Percentage of all disclosed events: 17.1%.

Agency: Department of Labor; 
Number of events: 16;
Percentage of all disclosed events: 7.0%.

Agency: Small Business Administration; 
Number of events: 16;
Percentage of all disclosed events: 7.0%.

Agency: Department of Commerce; 
Number of events: 13;
Percentage of all disclosed events: 5.7%.

Agency: Department of Health and Human Services; 
Number of events: 8;
Percentage of all disclosed events: 3.5%.

Agency: Department of Housing and Urban Development; 
Number of events: 6;
Percentage of all disclosed events: 2.7%.

Total: 228; 100.0%.
Number of events: 228;
Percentage of all disclosed events: 100.0%.

Source: GAO analysis of Treasury, SSA, and EOP data.

[End of table]

In addition to these 228 public speaking events, the President, Vice 
President, and agency officials also conducted radio addresses, 
television and radio interviews, and Internet question-and-answer 
sessions to promote Social Security reform. As part of these other 
promotion initiatives, Treasury established and staffed the Social 
Security Information Center (SSIC) in February 2005, which administered 
the Strengthening Social Security Web site and coordinated many of the 
activities to promote reform, including identifying administration 
officials who were available to speak at reform events and posting 
summaries of the events to the Web site. According to Treasury 
officials, SSIC was shut down at the end of August 2005, and its staff 
was assigned to other duties within Treasury.[Footnote 7] Enclosure III 
lists the other promotion initiatives we identified, including the date 
and type of initiative and the key administration officials involved.

Identified Costs of Promoting Social Security Reform:

As agreed with your office, our review focused on EOP, Treasury, and 
SSA, as officials from these agencies participated in 169, or almost 75 
percent, of the 228 Social Security reform public speaking events. Of 
these 169 events, 40 featured the President, 7 featured the Vice 
President, and 122 featured officials from EOP, SSA, or Treasury. As 
shown in table 2, the direct and incremental costs to the U.S. 
government reported to us totaled $2,810,975, of which $2,588,367 was 
reported as expenses related to the public speaking events. 
Reimbursements to EOP from Treasury, HHS, and Labor for event staging 
costs totaled $1,651,460. Travel costs were the next largest category 
totaling a reported $874,519, including $437,887 reported by the Air 
Force for the use of Air Force One and Air Force Two to transport the 
President and Vice President to and from the Social Security reform 
events. EOP reported an additional $369,838 in travel costs, with SSA 
and Treasury reporting a combined $66,794 in travel costs. EOP also 
reported $62,388 in other direct costs to support its public speaking 
events. Finally, Treasury reported $222,608 in costs to establish and 
operate its SSIC and Web site. The costs are discussed in greater 
detail below, including limitations on the data. Also, as discussed 
previously, the costs we identified do not include Secret Service and 
other security costs or the salaries of administration officials 
participating in the events within the context of performing their 
larger duties, which we view as fixed costs. Finally, SSA and Treasury 
officials told us that when officials from their agencies were invited 
to speak at events hosted by private sector organizations, the agencies 
only paid for travel expenses.

Table 2: Reported Social Security Reform Costs:

Cost category: EOP event staging costs reimbursed through interagency 
agreements with Treasury, HHS, and Labor; 
Amount (in dollars): $1,651,460.

Cost category: Air Force One and Air Force Two costs for; presidential 
and vice presidential travel[A]; 
Amount (in dollars): 437,887.

Cost category: EOP travel costs; 
Amount (in dollars): 369,838.

Cost category: SSA travel costs; 
Amount (in dollars): 45,898.

Cost category: Treasury travel costs; 
Amount (in dollars): 20,896.

Cost category: EOP other direct costs; 
Amount (in dollars): 62,388.

Cost category: Subtotal: reported public speaking event costs; 
Amount (in dollars): 2,588,367.

Cost category: Treasury's Social Security Information Center (SSIC) and 
Strengthening Social Security Web site costs; 
Amount (in dollars): 222,608. 

Cost Category: Total; 
Amount (in dollars): $2,810,975. 

Sources: SSA, Treasury, EOP, Labor, HSS, and the Air Force.

[A] Reported fiscal year 2005 fuel costs, which accounted for nearly 90 
percent of the Air Force's total reported costs, were $6,462 per flight 
hour for the VC-25 (the Boeing 747 used to transport the President to 
most of the Social Security reform events) and $1,325 per flight hour 
for the C-32A (the Boeing 757 that was primarily used to transport the 
Vice President).

[End of table]

Costs Related to EOP Participation. We have identified staging, travel, 
and other direct costs for the public speaking events with EOP 
participation. The staging costs were reimbursed to EOP by Treasury, 
HHS, and Labor pursuant to interagency agreements. Air Force incurred 
direct travel costs for the use of Air Force One and Air Force Two in 
transporting the President and Vice President to and from their public 
speaking events. In addition to the amounts reported by the Air Force, 
EOP reported its own travel costs. Finally, EOP reported having other 
direct costs to support its public speaking events.

We determined that EOP had interagency agreements with Treasury, HHS, 
and Labor. In accordance with the agreements, these agencies agreed to 
reimburse EOP for staging costs associated with 36 events in which the 
President or Vice President participated. The agreements authorized a 
transfer of funds to EOP of up to $1,871,625. Respectively, Treasury, 
HHS, and Labor disbursed $703,177, $440,688, and $507,595 for a total 
of $1,651,460 to EOP for these events. Enclosure IV provides additional 
details on the costs reimbursed through these interagency agreements. 
In order to confirm the interagency agreement cost data submitted by 
EOP, we asked Treasury, Labor, and HHS to report on the amounts 
transferred by those agencies. However, we could not determine whether 
the transferred funds were actually used to pay for the costs of 
staging the events as stated in the agreements.[Footnote 8]

Although we requested detailed source records (i.e., invoices, 
receipts, etc.) that would show what was purchased with these 
transferred funds, EOP withheld this documentation and Treasury 
officials said they did not receive supporting documentation from EOP 
and, therefore, could not provide the information. EOP stated in its 
April 25, 2007, letter that "much of the underlying data (such as the 
requested receipts, invoices, and travel vouchers) contains personal 
information for Executive Office of the President personnel (such as 
social security numbers, personal contact information, and credit card 
numbers), as well as certain information that could represent security 
concerns (such as travel patterns, the identities of vendors used, and 
names/pseudonyms used for arranging White House-related travel and 
supplies)," and, therefore, it would not provide the source documents. 
We disagree with EOP's decision to withhold this information and 
believe that it is inconsistent with current law. GAO has a statutory 
right of access to this information[Footnote 9] and our work often 
involves reviewing information that is sensitive or classified and we 
have procedures for handling and protecting such information. However, 
given the nature of this request and the amounts involved, GAO decided 
not to pursue this records access issue.

Further, because Treasury was party to the interagency agreements, we 
expected that Treasury would possess or have immediate access to such 
documentation as a normal course of doing business. The Economy Act, 
under which Treasury entered into the agreements to reimburse EOP for 
its staging costs, requires that the reimbursement be based upon the 
actual cost of goods or services provided.[Footnote 10] When coupled 
with Office of Management and Budget Circular No. A-123, Management's 
Responsibility for Internal Control, and our Standards for Internal 
Control in the Federal Government,[Footnote 11] which require that all 
transactions be clearly documented and that documentation be properly 
maintained and managed and readily available for examination,[Footnote 
12] we believe it would be prudent for Treasury to receive, review, and 
retain supporting documentation that would allow Treasury officials to 
ensure that the goods or services were received and that payments are 
properly certified in accordance with Treasury's own guidance.[Footnote 
13] Additional Treasury guidance, such as the Treasury Financial 
Management Service's Federal Intragovernmental Transactions Accounting 
Policy Guide,[Footnote 14] states that each agency is responsible for 
documenting and supporting the information recorded in its accounting 
records related to intragovernmental transactions. Without the 
availability of adequate documentation, Treasury lacks reasonable 
assurance of its compliance with the Economy Act and that its 
appropriations are used for purposes authorized by law.

Reported travel costs associated with EOP's participation totaled 
$807,725, including $437,887 reported by the Air Force for direct, 
incremental mission costs incurred to fly the President and Vice 
President aboard Air Force One and Air Force Two. The Air Force 
reported that it flew 39 missions in support of the Social Security 
reform initiative. Mission costs included fuel, travel expenses of Air 
Force personnel, and miscellaneous mission expenses. As discussed 
previously, this figure does not include security costs or the salaries 
of the flight crews, as these were not incremental costs. Separately, 
EOP reported that its personnel incurred $369,838 in direct travel 
costs relating to 46 of the 57 EOP events. Finally, EOP reported 
$62,388 in other direct costs. We were unable to review the travel 
authorizations and travel vouchers for EOP's travel and the receipts 
for the miscellaneous costs because EOP withheld certain information, 
as described above. We also cannot provide reasonable assurance based 
on the information provided by EOP that its reported travel costs are 
complete since EOP stated for 7 events that we had identified that its 
records reflected no events and expenses on those particular 
days.[Footnote 15] However, we identified these events from either 
Treasury or White House Web sites and, for most of these events, have 
transcripts or other support showing that the events did occur.

Costs Related to SSA Participation. For the 73 public speaking events 
in which an SSA official was a primary speaker, we identified $45,898 
in travel costs.[Footnote 16] According to an SSA official, SSA had no 
other costs related to the administration's promotion of Social 
Security reform. We reviewed all associated travel vouchers for proper 
approvals and to ensure the vouchers agreed with the reported amounts, 
and selected a statistical sample[Footnote 17] of these vouchers to 
test travel authorizations and supporting documentation for proper 
approvals and support for claimed amounts. We found that these costs 
were adequately supported.

Costs Related to Treasury Participation. For the 39 public speaking 
events and other initiatives in which a Treasury official was a primary 
speaker, we identified $20,896 in travel costs.[Footnote 18] We 
reviewed the associated travel authorizations and travel vouchers for 
proper approvals and support for claimed amounts, and found that these 
costs were adequately supported. Treasury officials indicated that 
Treasury also had costs associated with its SSIC and Web site totaling 
$222,608. These costs included the salaries of personnel[Footnote 19] 
dedicated to the SSIC and information technology costs.

Conclusions and Recommendation for Executive Action:

We identified hundreds of events geared toward educating the public 
about Social Security solvency issues and reform ideas as well as 
associated costs reported by Treasury, SSA, EOP, Labor, HHS, and the 
Air Force totaling about $2.8 million. We could not test the validity 
of some of those costs because EOP withheld certain key information and 
Treasury did not have supporting documentation for amounts it 
reimbursed EOP under the interagency agreements. We are, therefore, 
unable to provide reasonable assurance that the costs reported to us 
are complete and fully supported. While we continue to assert that we 
have a right to the supporting documentation denied us by EOP, we have 
decided to report the limitation without initiating the process to 
enforce our right to these documents because of the disproportionate 
amount of time and resources needed to pursue this matter and the 
limited amount of the funds involved.

To strengthen Treasury's oversight of its interagency agreements, GAO 
recommends that the Secretary of the Treasury direct the Chief 
Financial Officer of the department to strengthen the department's 
guidance to clarify that sufficient documentation to support 
reimbursements made through interagency agreements is to be obtained, 
reviewed, and retained.

Agency Comments and Our Evaluation:

EOP did not provide comments but did provide certain data related to 
our August 2006 request. The information contained therein was 
incorporated into the report.

In oral comments, Treasury agreed with the facts contained in this 
report but did not say whether it agreed or disagreed with GAO's 
recommendation. Rather, Treasury stated that it would review its 
procedures with respect to the processing of interagency agreements.

In written comments on a draft of this report, which are reprinted in 
enclosure V, SSA stated that it strongly believes that the body of the 
report should be modified to indicate the involvement of SSA's 
representatives and the funds spent on those activities were to provide 
solvency education to the public rather than to promote any particular 
plan to achieve solvency. GAO does not believe such a distinction is 
warranted. Solvency issues are integral to any discussion of 
modifications to Social Security and the events identified in the 
report were, among other things, used to promote the President's reform 
agenda as evidenced by their inclusion on Treasury's Strengthening 
Social Security Web site. SSA's comments also included minor technical 
corrections, which were incorporated into the report as appropriate.

The Department of Defense orally commented that the agency agreed with 
the facts contained in the report.

As agreed with your office, unless you publicly announce its contents 
earlier, we plan no further distribution of this report until 30 days 
from its date. At that time, we will send copies of this report to the 
appropriate House and Senate committees; the Director of 
Administration, EOP; the Secretary of the Treasury; the Commissioner of 
Social Security; the Secretary of Defense; the Secretary of Labor; the 
Secretary of Health and Human Services; and other interested parties. 
Copies will be made available to others upon request. In addition, this 
report will also be available at no charge on GAO's Web site at 
[hyperlink, http://www.gao.gov].

This report was prepared under the direction of Jeffrey C. Steinhoff, 
Managing Director, Financial Management and Assurance, who may be 
reached at:

(202) 512-2600 or at steinhoffj@gao.gov if you or your staff have any 
questions regarding it. Contact points for our Offices of Congressional 
Relations and Public Affairs may be found on the last page of this 
report. Major contributors to this report include Phillip W. McIntyre, 
Assistant Director; Michelle L. Smith; and Edward F. Tanaka.

Signed by:

Sincerely yours,

David M. Walker:
Comptroller General:
of the United States:

[End of section]

Enclosure I:

Scope and Methodology:

To address your inquiry, we first identified the universe of public 
speaking events and other initiatives reported on the Department of the 
Treasury's (Treasury) Web site dedicated to the President's Social 
Security reform agenda, 
[hyperlink,www.strengtheningsocialsecurity.gov], the general Treasury 
Web site, [hyperlink, www.treas.gov], and the White House Web site, 
[hyperlink, www.whitehouse.gov], and collected basic event data from 
these Web sites. Because the Social Security Administration (SSA), 
Treasury, and the Executive Office of the President (EOP) accounted for 
approximately 75 percent of all identified events,[Footnote 20] we 
requested financial records and other documentation for the events 
attended by officials from SSA, Treasury, and EOP.[Footnote 21] We 
requested additional information concerning EOP activities from the 
United States Air Force (Air Force) regarding the use of Air Force One 
and Air Force Two, and asked the Departments of Labor (Labor) and 
Health and Human Services (HHS) to report on interagency agreement 
costs those agencies reimbursed to EOP for many of the President's and 
Vice President's speaking events. We received information from SSA, 
Treasury, EOP, Air Force, Labor, and HHS. We also conducted interviews 
with officials from SSA, Treasury, and the Air Force. We did not ask 
the agencies that participated in a minimal number of speaking 
engagements (like Labor and HHS) to report their events or to provide 
us with costs related to those agencies' speaking events. We also did 
not determine the costs of the Secret Service, other security, and the 
salaries of government officials who participated in the Social 
Security reform events within the context of performing their larger 
duties. Except as discussed below, salaries were considered fixed costs 
because they would have been incurred whether or not the officials 
participated in the Social Security reform events.

We reviewed information and documentation from SSA, Treasury, and EOP, 
which we used to compile the lists of public speaking events and other 
reform initiatives. See enclosures II and III, respectively. EOP was 
unable to fully verify the completeness and accuracy of our list of EOP 
public speaking events. It stated in its April 2007 submittal that it 
did not have records for some of the events we identified. For the 
events that EOP could not verify, we are including the ones we 
identified from data contained on either the White House or Treasury 
Web sites. For most of these events, we have transcripts or other 
support showing that these events did occur.

For the staging costs reimbursed to EOP through interagency agreements, 
we compared amounts reported by EOP with those reported by Treasury, 
Labor, and HHS. We reviewed Treasury's interagency agreements with EOP 
for Treasury approvals but could not test for adequate support because 
Treasury did not have support and EOP did not provide the requested 
support. EOP's decision to withhold the requested documentation 
hindered our ability to provide reasonable assurance that the reported 
costs are complete and fully supported. Although we did not perform 
detailed tests at Labor and HHS because any results from those tests 
would not have fully eliminated the records access limitation, we did 
ask Labor and HHS to report on the amounts transferred to EOP under the 
interagency agreements.

We reviewed SSA and Treasury travel authorizations and vouchers for 
proper approvals and support for claimed amounts. For SSA travel, we 
reviewed 100 percent of the travel vouchers for proper approvals and to 
ensure the vouchers supported the reported amounts. We also selected a 
statistical sample of 15 SSA travel vouchers totaling $11,510 from a 
population of 60 vouchers totaling $45,898[Footnote 22] to test for 
proper travel authorizations and adequate support (i.e., hotel bills, 
airline tickets, etc.) We found no exceptions during testing.[Footnote 
23] For Treasury travel, we reviewed 100 percent of the trips for 
proper approvals and for adequate support.

In addition to SSA and Treasury travel cost data, we received 
information from the Air Force and EOP pertaining to EOP travel. The 
Air Force calculated and provided mission cost data for presidential 
and vice presidential events in which Air Force One and Air Force Two 
were used. To assess the reasonableness of the data, we applied 
analytic procedures and interviewed an Air Force official. For the 
travel and other miscellaneous costs reported by EOP, we could not 
perform tests because EOP withheld the requested records.

Finally, our review of Treasury costs related to the Social Security 
Information Center (SSIC) and Web site was limited to analytic 
procedures focusing on the salaries of Treasury employees dedicated to 
the SSIC, which constituted the majority of the SSIC costs. The salary 
expenses associated with the assignments to the SSIC were considered 
direct and incremental because newly hired employees were initially 
assigned full-time to the SSIC.

Except for the limitation related to EOP's withholding of detailed 
source records which affected our ability to provide reasonable 
assurance that the reported costs are complete and fully supported, we 
performed our work in accordance with generally accepted government 
auditing standards from June 2005 through June 2007 in Washington, D.C. 
This report reflects the information we were able to obtain from 
Treasury, SSA, EOP, the Air Force, Labor, and HHS. Through our review 
of supporting documentation, interviews, and analytical procedures, we 
found that the data provided by Treasury, SSA, EOP, the Air Force, 
Labor, and HHS were sufficiently reliable to substantially meet our 
objectives and therefore could be reported with disclosed limitations 
about the completeness of the costs and adequacy of the supporting 
documentation. While EOP provided certain cost information, it withheld 
from us the detailed source records showing how the funds transferred 
pursuant to the interagency agreements with Treasury, HHS, and Labor 
were spent as well as the travel documentation we requested. EOP 
provided some summary and other cost data on April 25, 2007, which was 
after the scheduled end of field work and about 3 weeks into the 30-day 
agency comment period in which the agencies involved in this review had 
the opportunity to comment on a draft of this report. The information 
EOP provided was in response to our written request for information 
first made in August 2006. We could not confirm whether the transferred 
funds were actually used to pay for costs of staging the events as 
stated in the agreements but we are reporting the interagency agreement 
reimbursements because Treasury, Labor, and HHS reported to us that 
they had reimbursed EOP for costs associated with Social Security 
reform events. Further, we are including EOP reported amounts for 
travel and miscellaneous costs although we were unable to review the 
supporting documentation.

We decided to report the limitation on our work without initiating the 
process to enforce our right of access to EOP financial and related 
information under 31 U.S.C. § 716(a) because of the disproportionate 
amount of time and resources needed to pursue this matter and the 
limited amount of the funds involved. Under the circumstances, we 
decided that it was appropriate to report that EOP withheld basic 
financial and related information and have the Congress decide whether 
to pursue this matter further as part of its own oversight and 
investigative agenda.

We requested comments on a draft of this report from the Director, 
Office of Administration at EOP; the Secretary of the Treasury; the 
Commissioner of Social Security; and the Secretary of Defense.

[End of section]

Enclosure II:

228 Identified Social Security Reform Public Speaking Events:

Date: 1/11/2005;
Location of event: Washington, D.C.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 1/13/2005;
Location of event: Washington, D.C.; 
Administration official: Richard B. Cheney; 
Agency: Executive Office of the President.

Date: 2/3/2005; Fargo, N.Dak.; 
Location of event: Great Falls, Mont.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 2/4/2005; 
Location of event: Omaha, Nebr.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 2/4/2005; 
Location of event: Little Rock, Ark.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 2/4/2005; 
Location of event: Tampa, Fla.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 2/8/2005; 
Location of event: Detroit, Mich.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 2/9/2005; 
Location of event: Washington, D.C.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 2/10/2005; 
Location of event: Blue Bell, Pa.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 2/10/2005; 
Location of event: Raleigh, N.C.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 2/16/2005; 
Location of event: Portsmouth, N.H.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 2/18/2005; 
Location of event: New York, N.Y.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 2/18/2005; 
Location of event: Ft. Lauderdale, Fla.; 
Administration official: Mark J. Warshawsky; 
Agency: Department of the Treasury.

Date: 2/19/2005; 
Location of event: Tucson, Ariz.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 2/21/2005; 
Location of event: Atlanta, Ga.; 
Administration official: Andrew Biggs; 
Agency: Social Security Administration.

Date: 2/22/2005; 
Location of event: Philadelphia, Pa.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 2/23/2005; 
Location of event: Cincinnati, Ohio; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 2/23/2005; 
Location of event: Sharonville, Ohio; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 2/24/2005; 
Location of event: Tampa, Fla.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 2/24/2005; 
Location of event: Houston, Tex.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 2/25/2005; 
Location of event: Jacksonville, Fla.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/3/2005; 
Location of event: Fayetteville, Ark.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/4/2005; 
Location of event: Notre Dame, Ind.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/4/2005; 
Location of event: Westfield, N.J.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/4/2005; 
Location of event: New Orleans, La.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/4/2005; 
Location of event: Allendale, Mich.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/4/2005; 
Location of event: Muskegon, Mich.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/5/2005; 
Location of event: Cadillac, Mich.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/5/2005; 
Location of event: Manistee, Mich.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/5/2005; 
Location of event: Ludington, Mich.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/7/2005; 
Location of event: Westminster, Md.; 
Administration official: Keith Hennessey; 
Agency: Executive Office of the President.

Date: 3/8/2005; 
Location of event: Washington, D.C.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/8/2005; 
Location of event: Fort Lauderdale, Fla.; 
Administration official: Eric Stewart; 
Agency: Department of Commerce.

Date: 3/8/2005; 
Location of event: Boca Raton, Fla.; 
Administration official: Eric Stewart; 
Agency: Department of Commerce.

Date: 3/8/2005; 
Location of event: New Orleans, La.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/9/2005; 
Location of event: Washington, D.C.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/9/2005; 
Location of event: New Orleans, La.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/9/2005; 
Location of event: New Orleans, La.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/10/2005; 
Location of event: Albuquerque, N.Mex.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/10/2005; 
Location of event: Albuquerque, N.Mex.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/10/2005; 
Location of event: Montgomery, Ala.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/10/2005; 
Location of event: Louisville, Ky.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/11/2005; 
Location of event: San Antonio, Tex.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/11/2005; 
Location of event: Memphis, Tenn.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/11/2005; 
Location of event: Shreveport, La.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/11/2005; 
Location of event: London, England; 
Administration official: Elaine L. Chao; 
Agency: Department of Labor.

Date: 3/11/2005; 
Location of event: Orlando, Fla.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/12/2005; 
Location of event: Philadelphia, Pa.; 
Administration official: Anna Escobedo Cabral; 
Agency: Department of the Treasury.

Date: 3/15/2005; 
Location of event: Washington, D.C.; 
Administration official: Mark J. Warshawsky; 
Agency: Department of the Treasury.

Date: 3/15/2005; 
Location of event: Charlotte, N.C.; 
Administration official: Eric Stewart; 
Agency: Department of Commerce.

Date: 3/16/2005; 
Location of event: Hickory, N.C.; 
Administration official: Eric Stewart; 
Agency: Department of Commerce.

Date: 3/16/2005; 
Location of event: Gastonia, N.C.; 
Administration official: Eric Stewart; 
Agency: Department of Commerce.

Date: 3/18/2005; 
Location of event: Pensacola, Fla.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/18/2005; 
Location of event: Orlando, Fla.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/18/2005; 
Location of event: Orlando, Fla.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/21/2005; 
Location of event: Columbia, S.C.; 
Administration official: Melanie R. Sabelhaus; 
Agency: Small Business Administration.

Date: 3/21/2005; 
Location of event: Tucson, Ariz.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/21/2005; 
Location of event: Pasadena, Calif.; 
Administration official: Hector V. Barreto; 
Agency: Small Business Administration.

Date: 3/21/2005; 
Location of event: Bakersfield, Calif.; 
Administration official: Richard B. Cheney; 
Agency: Executive Office of the President.

Date: 3/21/2005; 
Location of event: Denver, Colo.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/21/2005; 
Location of event: Lakewood, Colo.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/21/2005; 
Location of event: Lakewood, Colo.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/21/2005; 
Location of event: Castle Rock, Colo.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/21/2005; 
Location of event: Grand View, Colo.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/21/2005; 
Location of event: Atlanta, Ga.; 
Administration official: Timothy S. Bitsberger; 
Agency: Department of the Treasury.

Date: 3/21/2005; 
Location of event: Green Bay, Wis.; 
Administration official: William H. Lash, III; 
Agency: Department of Commerce.

Date: 3/21/2005; 
Location of event: Edgefield, S.C.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/21/2005; 
Location of event: Aiken, S.C.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/21/2005; 
Location of event: North Augusta, S.C.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/22/2005; 
Location of event: Aurora, Colo.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/22/2005; 
Location of event: Denver, Colo.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/22/2005; 
Location of event: Reno, Nev.; 
Administration official: Richard B. Cheney; 
Agency: Executive Office of the President.

Date: 3/22/2005; 
Location of event: Albuquerque, N.Mex.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/22/2005; 
Location of event: Albuquerque, N.Mex.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/22/2005; 
Location of event: Memphis, Tenn.; 
Administration official: Melanie R. Sabelhaus; 
Agency: Small Business Administration.

Date: 3/22/2005; 
Location of event: San Dimas, Calif.; 
Administration official: Hector V. Barreto; 
Agency: Small Business Administration.

Date: 3/22/2005; 
Location of event: Los Angeles, Calif.; 
Administration official: Hector V. Barreto; 
Agency: Small Business Administration.

Date: 3/22/2005; 
Location of event: Abbeville, S.C.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/22/2005; 
Location of event: Greenwood, S.C.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/22/2005; 
Location of event: Oxford, Miss.; 
Administration official: Timothy S. Bitsberger; 
Agency: Department of the Treasury.

Date: 3/23/2005; 
Location of event: Atlanta, Ga.; 
Administration official: Michael O. Leavitt; 
Agency: Department of Health and Human Services.

Date: 3/23/2005; 
Location of event: Seneca, S.C.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/23/2005; 
Location of event: Anderson, S.C.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/23/2005; 
Location of event: Easley, S.C.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/24/2005; 
Location of event: Battle Creek, Mich.; 
Administration official: Richard B. Cheney; 
Agency: Executive Office of the President.

Date: 3/24/2005; 
Location of event: Pittsburgh, Pa.; 
Administration official: Richard B. Cheney; 
Agency: Executive Office of the President.

Date: 3/24/2005; 
Location of event: Stanton, Del.; 
Administration official: Jo Anne B. Barnhart; 
Agency: Social Security Administration.

Date: 3/24/2005; 
Location of event: Wilmington, Del.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/24/2005; 
Location of event: Kennett Square, Pa.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/24/2005; 
Location of event: Little Rock, Ark.; 
Administration official: Carlos M. Gutierrez; 
Agency: Department of Commerce.

Date: 3/24/2005; 
Location of event: St. Louis, Mo.; 
Administration official: Carlos M. Gutierrez; 
Agency: Department of Commerce.

Date: 3/24/2005; 
Location of event: Springfield, Mo.; 
Administration official: Allan B. Hubbard; 
Agency: Executive Office of the President.

Date: 3/24/2005; 
Location of event: Ozark, Mo.; 
Administration official: Allan B. Hubbard; 
Agency: Executive Office of the President.

Date: 3/24/2005; 
Location of event: Mo.; 
Administration official: Allan B. Hubbard; 
Agency: Executive Office of the President.

Date: 3/24/2005; 
Location of event: Mo.; 
Administration official: Allan B. Hubbard; 
Agency: Executive Office of the President.

Date: 3/24/2005; 
Location of event: Clinton, S.C.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/24/2005; 
Location of event: Saluda, S.C.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/24/2005; 
Location of event: McCormick, S.C.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/25/2005; 
Location of event: Billings, Mont.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/28/2005; 
Location of event: Portland, Ore.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/28/2005; 
Location of event: Noblesville, Ind.; 
Administration official: Allan B. Hubbard; 
Agency: Executive Office of the President.

Date: 3/29/2005; 
Location of event: Bellevue, Wash.; 
Administration official: Robert S. Nichols; 
Agency: Department of the Treasury.

Date: 3/29/2005; 
Location of event: Manhattan, Kans.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/29/2005; 
Location of event: Topeka, Kans.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/30/2005; 
Location of event: Bozeman, Mont.; 
Administration official: John W. Snow; Agency: 
Department of the Treasury.

Date: 3/30/2005; 
Location of event: Cedar Rapids, Iowa; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/30/2005; 
Location of event: Colusa, Calif.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/30/2005; 
Location of event: Willows, Calif.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/30/2005; 
Location of event: Redding, Calif.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/30/2005; 
Location of event: Red Bluff, Calif.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/30/2005; 
Location of event: Woodstock, Ga.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/30/2005; 
Location of event: Charlotte, N.C.; 
Administration official: Keith Hennessey; 
Agency: Executive Office of the President.

Date: 3/30/2005; 
Location of event: Portland, Maine; 
Administration official: Michael O. Leavitt; 
Agency: Department of Health and Human Services.

Date: 3/30/2005; 
Location of event: Flagstaff, Ariz.; 
Administration official: Steven J. Law; 
Agency: Department of Labor.

Date: 3/30/2005; 
Location of event: Flagstaff, Ariz.; 
Administration official: Steven J. Law; 
Agency: Department of Labor.

Date: 3/31/2005; 
Location of event: Chico, Calif.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/31/2005; 
Location of event: Magalia, Calif.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/31/2005; 
Location of event: Yuba City, Calif.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/31/2005; 
Location of event: Woodland, Calif.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/31/2005; 
Location of event: Bismarck, N.Dak.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/31/2005; 
Location of event: Bismarck, N.Dak.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/31/2005; 
Location of event: West Palm Beach, Fla.; 
Administration official: Alphonso R. Jackson; 
Agency: Department of Housing and Urban Development.

Date: 3/31/2005; 
Location of event: Delray Beach, Fla.; 
Administration official: Melanie R. Sabelhaus; 
Agency: Small Business Administration.

Date: 3/31/2005; 
Location of event: Pittsburgh, Pa.; 
Administration official: Elaine L. Chao; 
Agency: Department of Labor.

Date: 3/31/2005; 
Location of event: Baton Rouge, La.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/31/2005; 
Location of event: Roswell, Ga.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 3/31/2005; 
Location of event: Peachtree City, Ga.; 
Administration official: James J. Courtney, Jr.; 
Agency: Social Security Administration.

Date: 3/31/2005; 
Location of event: Las Vegas, Nev.; 
Administration official: Steven J. Law; 
Agency: Department of Labor.

Date: 4/1/2005; 
Location of event: Miami, Fla.; 
Administration official: Carlos M. Gutierrez; 
Agency: Department of Commerce.

Date: 4/1/2005; 
Location of event: Jupiter, Fla.; 
Administration official: Melanie R. Sabelhaus; 
Agency: Small Business Administration.

Date: 4/1/2005; 
Location of event: Newark, Del.; 
Administration official: Jo Anne B. Barnhart; 
Agency: Social Security Administration.

Date: 4/1/2005; 
Location of event: Lake Charles, La.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 4/1/2005; 
Location of event: Las Vegas, Nev.; 
Administration official: Hector V. Barreto; 
Agency: Small Business Administration.

Date: 4/1/2005; 
Location of event: San Antonio, Tex.; 
Administration official: Anna Escobedo Cabral; 
Agency: Department of the Treasury.

Date: 4/2/2005; 
Location of event: Fairfield, Conn.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 4/2/2005; 
Location of event: Baltimore, Md.; 
Administration official: Noam Neusner; 
Agency: Executive Office of the President.

Date: 4/3/2005; 
Location of event: Darien, Conn.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 4/4/2005; 
Location of event: Washington, D.C.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 4/4/2005; 
Location of event: Dallas, Tex.; 
Administration official: Elaine L. Chao; 
Agency: Department of Labor.

Date: 4/4/2005; 
Location of event: Manchester, N.H.; 
Administration official: Steven J. Law; 
Agency: Department of Labor.

Date: 4/4/2005; 
Location of event: Fairfax, Va.; 
Administration official: Jo Anne B. Barnhart; 
Agency: Social Security Administration.

Date: 4/4/2005; 
Location of event: Waterbury, Conn.; 
Administration official: Melanie R. Sabelhaus; 
Agency: Small Business Administration.

Date: 4/4/2005; 
Location of event: Dumont, N.J.; 
Administration official: Joshua B. Bolten; 
Agency: Executive Office of the President.

Date: 4/5/2005; 
Location of event: Parkersburg, W.Va.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 4/5/2005; 
Location of event: Parkersburg, W.Va.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 4/5/2005; 
Location of event: Philadelphia, Pa.; 
Administration official: Melanie R. Sabelhaus; 
Agency: Small Business Administration.

Date: 4/6/2005; 
Location of event: Richmond, Va.; 
Administration official: Hector V. Barreto; 
Agency: Small Business Administration.

Date: 4/6/2005; 
Location of event: Orlando, Fla.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 4/7/2005; 
Location of event: Cleveland, Ohio; 
Administration official: Alphonso R. Jackson; 
Agency: Department of Housing and Urban Development.

Date: 4/11/2005;
Location of event: Cincinnati, Ohio; 
Administration official: Elaine L. Chao; 
Agency: Department of Labor.

Date: 4/11/2005; 
Location of event: Philadelphia, Pa.; 
Administration official: Michael O. Leavitt; 
Agency: Department of Health and Human Services.

Date: 4/11/2005; 
Location of event: Aiken, S.C.; 
Administration official: Arnold Havens; 
Agency: Department of the Treasury.

Date: 4/11/2005; 
Location of event: Aiken, S.C.; 
Administration official: Arnold Havens; 
Agency: Department of the Treasury.

Date: 4/12/2005; 
Location of event: Flagstaff, Ariz.; 
Administration official: Eric Stewart; 
Agency: Department of Commerce. 

Date: 4/12/2005; 
Location of event: Atlanta, Ga.; 
Administration official: Hector V. Barreto; 
Agency: Small Business Administration.

Date: 4/12/2005; 
Location of event: Flagstaff, Ariz.; 
Administration official: Eric Stewart; 
Agency: Department of Commerce.

Date: 4/13/2005; 
Location of event: Chicago, Ill.; 
Administration official: Michael O. Leavitt; 
Agency: Department of Health and Human Services.

Date: 4/13/2005; 
Location of event: New Orleans, La.; 
Administration official: Hector V. Barreto; 
Agency: Small Business Administration.

Date: 4/13/2005; 
Location of event: Providence, R.I.; 
Administration official: Dominic "Dan" Iannicola, Jr.; 
Agency: Department of the Treasury.

Date: 4/14/2005; 
Location of event: Cartersville, Ga.; 
Administration official: Anna Escobedo Cabral; 
Agency: Department of the Treasury.

Date: 4/14/2005; 
Location of event: Rome, Ga.; 
Administration official: Anna Escobedo Cabral; 
Agency: Department of the Treasury.

Date: 4/14/2005; 
Location of event: Smyrna, Ga.; 
Administration official: Anna Escobedo Cabral; 
Agency: Department of the Treasury.

Date: 4/14/2005; 
Location of event: Columbus, Ga.; 
Administration official: Hector V. Barreto; 
Agency: Small Business Administration.

Date: 4/15/2005; 
Location of event: Kirtland, Ohio; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 4/15/2005; 
Location of event: Pemberton, N.J.; 
Administration official: Richard B. Cheney; 
Agency: Executive Office of the President.

Date: 4/16/2005; 
Location of event: Decatur, Ga.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 4/18/2005; 
Location of event: Columbia, S.C.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 4/18/2005; 
Location of event: Charlotte, N.C.; 
Administration official: Elaine L. Chao; 
Agency: Department of Labor.

Date: 4/18/2005; 
Location of event: Aurora, Colo.; 
Administration official: Steven J. Law; 
Agency: Department of Labor.

Date: 4/18/2005; 
Location of event: Baltimore, Md.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 4/18/2005; 
Location of event: Yonkers, N.Y.; 
Administration official: Thomas M. Sullivan; 
Agency: Small Business Administration.

Date: 4/19/2005; 
Location of event: St. Petersburg, Fla.; 
Administration official: Elaine L. Chao; 
Agency: Department of Labor.

Date: 4/19/2005; 
Location of event: Denver, Colo.; 
Administration official: Michael O. Leavitt; 
Agency: Department of Health and Human Services.

Date: 4/20/2005; 
Location of event: New York, N.Y.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 4/20/2005; 
Location of event: Seattle, Wash.; 
Administration official: Michael O. Leavitt; 
Agency: Department of Health and Human Services.

Date: 4/21/2005; 
Location of event: Washington, D.C.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 4/22/2005; 
Location of event: Louisville, Ky.; 
Administration official: Elaine L. Chao; 
Agency: Department of Labor.

Date: 4/22/2005; 
Location of event: Las Cruces, N.Mex.; 
Administration official: Carlos M. Gutierrez; 
Agency: Department of Commerce.

Date: 4/22/2005; 
Location of event: Albuquerque, N.Mex.; 
Administration official: Carlos M. Gutierrez; 
Agency: Department of Commerce.

Date: 4/23/2005;
Location of event: Houston, Tex.; 
Administration official: Alphonso R. Jackson; 
Agency: Department of Housing and Urban Development.

Date: 4/25/2005; 
Location of event: Mandeville, La.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 4/25/2005; 
Location of event: Lancaster County, Pa.; 
Administration official: Brian Reardon; 
Agency: Executive Office of the President.

Date: 4/26/2005; 
Location of event: Galveston, Tex.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 4/26/2005; 
Location of event: Philadelphia, Pa.; 
Administration official: Mark J. Warshawsky; 
Agency: Department of the Treasury.

Date: 4/27/2005; 
Location of event: New Orleans, La.; 
Administration official: Elaine L. Chao; 
Agency: Department of Labor.

Date: 4/27/2005; 
Location of event: St. Louis, Mo.; 
Administration official: Alphonso R. Jackson; 
Agency: Department of Housing and Urban Development.

Date: 4/27/2005; 
Location of event: New Orleans, La.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 4/27/2005; 
Location of event: New Orleans, La.; 
Administration official: Elaine L. Chao; 
Agency: Department of Labor.

Date: 4/28/2005; 
Location of event: Kansas City, Mo.; 
Administration official: Michael O. Leavitt; 
Agency: Department of Health and Human Services.

Date: 4/28/2005; 
Location of event: New York, N.Y.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 4/28/2005; 
Location of event: Fort Washington, Md.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 4/29/2005; 
Location of event: Falls Church, Va.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 4/29/2005; 
Location of event: Bowling Green, Ky.; 
Administration official: Elaine L. Chao; 
Agency: Department of Labor.

Date: 4/29/2005; 
Location of event: Dallas, Tex.; 
Administration official: Michael O. Leavitt; 
Agency: Department of Health and Human Services.

Date: 4/29/2005; 
Location of event: Hartford, Conn.; 
Administration official: Alphonso R. Jackson; 
Agency: Department of Housing and Urban Development.

Date: 4/29/2005; 
Location of event: Hartford, Conn.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 4/30/2005; 
Location of event: New York, N.Y.; 
Administration official: Alphonso R. Jackson; 
Agency: Department of Housing and Urban Development.

Date: 5/2/2005; 
Location of event: Smyrna, Ga.; 
Administration official: Richard B. Cheney; 
Agency: Executive Office of the President.

Date: 5/3/2005; 
Location of event: Canton, Miss.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 5/3/2005; 
Location of event: Washington, D.C.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 5/4/2005; 
Location of event: Washington, D.C.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 5/4/2005; 
Location of event: New Orleans, La.; 
Administration official: Elaine L. Chao; 
Agency: Department of Labor.

Date: 5/7/2005; 
Location of event: Los Angeles, Calif.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 5/9/2005; 
Location of event: Hartford, Conn.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 5/11/2005; 
Location of event: Orlando, Fla.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 5/12/2005; 
Location of event: Davis, Calif.; 
Administration official: Anna Escobedo Cabral; 
Agency: Department of the Treasury.

Date: 5/13/2005; 
Location of event: Washington, D.C.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 5/16/2005; 
Location of event: Lakewood, Va.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 5/19/2005; 
Location of event: Milwaukee, Wis.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 5/20/2005; 
Location of event: San Diego, Calif.; 
Administration official: Hector V. Barreto; 
Agency: Small Business Administration.

Date: 5/23/2005; 
Location of event: Washington, D.C.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 5/24/2005; 
Location of event: Greece, N.Y.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 6/1/2005; 
Location of event: Orange, Va.; 
Administration official: Jo Anne B. Barnhart; 
Agency: Social Security Administration.

Date: 6/2/2005; 
Location of event: Hopkinsville, Ky.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 6/2/2005; 
Location of event: Glen Allen, Va.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 6/6/2005; 
Location of event: New York, N.Y.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 6/8/2005; 
Location of event: Washington, D.C.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 6/14/2005; 
Location of event: University Park, Pa.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 6/18/2005; 
Location of event: Ann Arbor, Mich.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 6/18/2005; 
Location of event: St. Petersburg, Fla.; 
Administration official: Michel N. Korbey; 
Agency: Social Security Administration.

Date: 6/21/2005; 
Location of event: Boston, Mass.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 6/23/2005; 
Location of event: Silver Spring, Md.; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 6/27/2005; 
Location of event: Clifton Park, N.Y.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 6/27/2005; 
Location of event: Trumbull, Conn.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 6/29/2005; 
Location of event: Kearney, Neb.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 6/30/2005; 
Location of event: Medford, Ore.; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 7/6/2005; 
Location of event: Omaha, Neb.; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Sources: Department of the Treasury, Social Security Administration, 
and the Executive Office of the President.

[End of table]

Enclosure III:

Other Social Security Reform Promotion Initiatives:

Date: 12/11/2004; 
Type of initiative: Radio address; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 1/11/2005; 
Type of initiative: Internet questions; 
Administration official: Charles P. Blahous; 
Agency: Executive Office of the President.

Date: 1/15/2005; 
Type of initiative: Radio address; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 2/3/2005; 
Type of initiative: Internet questions; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 2/5/2005; 
Type of initiative: Radio address; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 2/12/2005; 
Type of initiative: Radio address; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 2/26/2005; 
Type of initiative: Radio address; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/3/2005; 
Type of initiative: Various media interviews; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/7/2005; 
Type of initiative: Internet questions; 
Administration official: Charles P. Blahous; 
Agency: Executive Office of the President.

Date: 3/8/2005; 
Type of initiative: Radio interview; 
Administration official: Richard B. Cheney; 
Agency: Executive Office of the President.

Date: 3/10/2005; 
Type of initiative: Radio interview; 
Administration official: Joshua B. Bolten; 
Agency: Executive Office of the President.

Date: 3/10/2005; 
Type of initiative: Radio interview; 
Administration official: Karl Rove; 
Agency: Executive Office of the President.

Date: 2/14/2005 - 8/31/2006; 
Type of initiative: Social Security Information Center; 
Administration official: Treasury Staff; 
Agency: Department of the Treasury.

Date: 3/12/2005; 
Type of initiative: Radio address; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 3/16/2005; 
Type of initiative: Radio interview; 
Administration official: Nicolle Devenish; 
Agency: Executive Office of the President.

Date: 3/18/2005; 
Type of initiative: Radio interview; 
Administration official: Daniel J. Bartlett; 
Agency: Executive Office of the President.

Date: 3/23/2005; 
Type of initiative: Social Security Trustees meeting; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/23/2005; 
Type of initiative: Social Security Trustees report speech; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 3/23/2005; 
Type of initiative: 23 Radio interviews; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 3/30/2005; 
Type of initiative: Radio interview; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 4/5/2005; 
Type of initiative: Internet questions; 
Administration official: Charles P. Blahous; 
Agency: Executive Office of the President.

Date: 4/6/2005; 
Type of initiative: Social Security Radio Day; 
Administration official: Multiple officials; 
Agency: Various.

Date: 4/7/2005; 
Type of initiative: Radio interview; 
Administration official: Richard B. Cheney; 
Agency: Executive Office of the President.

Date: 4/13/2005; 
Type of initiative: Radio interview; 
Administration official: Hector V. Barreto; 
Agency: Small Business Administration.

Date: 4/15/2005; 
Type of initiative: Internet questions; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 4/26/2005; 
Type of initiative: Teach Children to Save Day; 
Administration official: 23 officials; 
Agency: Department of the Treasury.

Date: 4/29/2005; 
Type of initiative: Internet questions; 
Administration official: Catherine J. Martin; 
Agency: Executive Office of the President.

Date: 4/30/2005; 
Type of initiative: Radio address; 
Administration official: George W. Bush; 
Agency: Executive Office of the President.

Date: 5/2/2005; 
Type of initiative: Anniversary of President's commission; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 5/9/2005; 
Type of initiative: Various media interviews; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 5/19/2005; 
Type of initiative: Social Security Economic Roundtable; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 5/19/2005; 
Type of initiative: Newspaper article; 
Administration official: John W. Snow; 
Agency: Department of the Treasury.

Date: 6/2/2005; 
Type of initiative: Radio interview; 
Administration official: Catherine J. Martin; 
Agency: Executive Office of the President.

Date: 6/6/2005; 
Type of initiative: Various media interviews; 
Administration official: James B. Lockhart, III; 
Agency: Social Security Administration.

Date: 6/8/2005; 
Type of initiative: Internet questions; 
Administration official: Charles P. Blahous; 
Agency: Executive Office of the President.

Date: 6/14/2005; 
Type of initiative: Radio interview; 
Administration official: Allan B. Hubbard; 
Agency: Executive Office of the President.

Sources: Department of the Treasury, Social Security Administration, 
and the Executive Office of the President.

[End of table]

Enclosure IV: 

EOP Events Covered by Interagency Agreements and the Amounts Reimbursed 
by Agency:

Event location: Washington, D.C.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 1/11/2005; 
Reimbursed amount (dollars): Department of the Treasury: $56,404.83; 
Reimbursed amount (dollars): Department of Health and Human Services: 
$0.00; 
Reimbursed amount (dollars): Department of Labor: $0.00; 
Reimbursed amount (dollars): Total: $56,404.83.

Event location: Washington, D.C.; 
President (POTUS)/Vice President (VP): VP; 
Event date: 1/13/2005; 
Reimbursed amount (dollars): Department of the Treasury: 10,625.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
0.00; 
Reimbursed amount (dollars): Department of Labor: 0.00; 
Reimbursed amount (dollars): Total: 10,625.00.

Event location: Great Falls, Mont.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 2/3/2005; 
Reimbursed amount (dollars): Department of the Treasury: 0.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
19,613.18; 
Reimbursed amount (dollars): Department of Labor: 84,974.97; 
Reimbursed amount (dollars): Total: 104,588.15.

Event location: Fargo, N.Dak.; President (POTUS)/Vice President (VP): 
POTUS; Event date: 2/3/2005; 
Reimbursed amount (dollars): Department of the Treasury: 77,621.20; 
Reimbursed amount (dollars): Department of Health and Human Services: 
0.00; 
Reimbursed amount (dollars): Department of Labor: 3,464.07; 
Reimbursed amount (dollars): Total: 81,085.27.

Event location: Omaha, Neb.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 2/4/2005; 
Reimbursed amount (dollars): Department of the Treasury: 79,536.86; 
Reimbursed amount (dollars): Department of Health and Human Services: 
0.00; 
Reimbursed amount (dollars): Department of Labor: 0.00; 
Reimbursed amount (dollars): Total: 79,536.86.

Event location: Little Rock, Ark.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 2/4/2005; 
Reimbursed amount (dollars): Department of the Treasury: 0.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
40,475.47; 
Reimbursed amount (dollars): Department of Labor: 4,047.55; 
Reimbursed amount (dollars): Total: 44,523.02.

Event location: Tampa, Fla.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 2/4/2005; 
Reimbursed amount (dollars): Department of the Treasury: 16,295.44; 
Reimbursed amount (dollars): Department of Health and Human Services: 
0.00; 
Reimbursed amount (dollars): Department of Labor: 56,672.04; 
Reimbursed amount (dollars): Total: 72,967.48.

Event location: Blue Bell, Pa.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 2/10/2005; 
Reimbursed amount (dollars): Department of the Treasury: 46,707.91; 
Reimbursed amount (dollars): Department of Health and Human Services: 
23,353.96; 
Reimbursed amount (dollars): Department of Labor: 0.00; 
Reimbursed amount (dollars): Total: 70,061.87.

Event location: Raleigh, N.C.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 2/10/2005; 
Reimbursed amount (dollars): Department of the Treasury: 0.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
0.00; 
Reimbursed amount (dollars): Department of Labor: 22,588.27; 
Reimbursed amount (dollars): Total: 22,588.27.

Event location: Portsmouth, N.H.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 2/16/2005; 
Reimbursed amount (dollars): Department of the Treasury: 25,000.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
15,000.00; 
Reimbursed amount (dollars): Department of Labor: 15,000.00; 
Reimbursed amount (dollars): Total: 55,000.00.

Event location: Westfield, N.J.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 3/4/2005; 
Reimbursed amount (dollars): Department of the Treasury: 65,000.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
5,000.00; 
Reimbursed amount (dollars): Department of Labor: 0.00; 
Reimbursed amount (dollars): Total: 70,000.00.

Event location: Notre Dame, Ind.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 3/4/2005; 
Reimbursed amount (dollars): Department of the Treasury: 0.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
25,000.00; 
Reimbursed amount (dollars): Department of Labor: 15,000.00; 
Reimbursed amount (dollars): Total: 40,000.00.

Event location: Montgomery, Ala.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 3/10/2005; 
Reimbursed amount (dollars): Department of the Treasury: 21,207.54; 
Reimbursed amount (dollars): Department of Health and Human Services: 
26,250.00; 
Reimbursed amount (dollars): Department of Labor: 24,742.13; 
Reimbursed amount (dollars): Total: 72,199.67.

Event location: Louisville, Ky.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 3/10/2005; 
Reimbursed amount (dollars): Department of the Treasury: 22,500.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
18,750.00; 
Reimbursed amount (dollars): Department of Labor: 18,750.00; 
Reimbursed amount (dollars): Total: 60,000.00.

Event location: Memphis, Tenn.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 3/11/2005; 
Reimbursed amount (dollars): Department of the Treasury: 22,500.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
2,991.32; 
Reimbursed amount (dollars): Department of Labor: 3,250.00; 
Reimbursed amount (dollars): Total: 28,741.32.

Event location: Shreveport, La.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 3/11/2005; 
Reimbursed amount (dollars): Department of the Treasury: 22,500.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
33,750.00; 
Reimbursed amount (dollars): Department of Labor: 33,750.00; 
Reimbursed amount (dollars): Total: 90,000.00.

Event location: Pensacola, Fla.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 3/18/2005; 
Reimbursed amount (dollars): Department of the Treasury: 17,500.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
20,000.00; 
Reimbursed amount (dollars): Department of Labor: 17,500.00; 
Reimbursed amount (dollars): Total: 55,000.00.

Event location: Orlando, Fla.[A]; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 3/18/2005; 
Reimbursed amount (dollars): Department of the Treasury: 17,300.69; 
Reimbursed amount (dollars): Department of Health and Human Services: 
14,829.16; 
Reimbursed amount (dollars): Department of Labor: 17,300.69; 
Reimbursed amount (dollars): Total: 49,430.54.

Event location: Tucson, Ariz.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 3/21/2005; 
Reimbursed amount (dollars): Department of the Treasury: 14,161.93; 
Reimbursed amount (dollars): Department of Health and Human Services: 
14,161.93; 
Reimbursed amount (dollars): Department of Labor: 14,161.93; 
Reimbursed amount (dollars): Total: 42,485.79.

Event location: Denver, Colo.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 3/21/2005; 
Reimbursed amount (dollars): Department of the Treasury: 20,851.85; 
Reimbursed amount (dollars): Department of Health and Human Services: 
20,755.75; 
Reimbursed amount (dollars): Department of Labor: 20,851.84; 
Reimbursed amount (dollars): Total: 62,459.44.

Event location: Bakersfield, Calif.; 
President (POTUS)/Vice President (VP): VP; 
Event date: 3/21/2005; 
Reimbursed amount (dollars): Department of the Treasury: 0.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
0.00; 
Reimbursed amount (dollars): Department of Labor: 29,334.23; 
Reimbursed amount (dollars): Total: 29,334.23.

Event location: Albuquerque, N.Mex.[A]; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 3/22/2005; 
Reimbursed amount (dollars): Department of the Treasury: 13,400.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
13,400.00; 
Reimbursed amount (dollars): Department of Labor: 13,200.00; 
Reimbursed amount (dollars): Total: 40,000.00.

Event location: Reno, Nev.; 
President (POTUS)/Vice President (VP): VP; 
Event date: 3/22/2005; 
Reimbursed amount (dollars): Department of the Treasury: 0.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
0.00; 
Reimbursed amount (dollars): Department of Labor: 17,958.83; 
Reimbursed amount (dollars): Total: 17,958.83.

Event location: Battle Creek, Mich.; 
President (POTUS)/Vice President (VP): VP; 
Event date: 3/24/2005; 
Reimbursed amount (dollars): Department of the Treasury: 0.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
23,809.61; 
Reimbursed amount (dollars): Department of Labor: 0.00; 
Reimbursed amount (dollars): Total: 23,809.61.

Event location: Pittsburgh, Pa.; 
President (POTUS)/Vice President (VP): VP; 
Event date: 3/24/2005; 
Reimbursed amount (dollars): Department of the Treasury: 0.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
27,817.27; 
Reimbursed amount (dollars): Department of Labor: 0.00; 
Reimbursed amount (dollars): Total: 27,817.27.

Event location: Cedar Rapids, Iowa; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 3/30/2005; 
Reimbursed amount (dollars): Department of the Treasury: 19,290.96; 
Reimbursed amount (dollars): Department of Health and Human Services: 
19,290.96; 
Reimbursed amount (dollars): Department of Labor: 19,290.96; 
Reimbursed amount (dollars): Total: 57,872.88.

Event location: Parkersburg, W.Va.[A]; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 4/5/2005; 
Reimbursed amount (dollars): Department of the Treasury: 13,500.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
13,000.00; 
Reimbursed amount (dollars): Department of Labor: 13,500.00; 
Reimbursed amount (dollars): Total: 40,000.00.

Event location: Kirtland, Ohio; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 4/15/2005; 
Reimbursed amount (dollars): Department of the Treasury: 10,632.00; 
Reimbursed amount (dollars): Department of Health and Human Services: 
11,813.50; 
Reimbursed amount (dollars): Department of Labor: 10,632.00; 
Reimbursed amount (dollars): Total: 33,077.50.

Event location: Pemberton, N.J.; 
President (POTUS)/Vice President (VP): VP; 
Event date: 4/15/2005; 
Reimbursed amount (dollars): Department of the Treasury: 28,116.67; 
Reimbursed amount (dollars): Department of Health and Human Services: 
0.00; 
Reimbursed amount (dollars): Department of Labor: 0.00; 
Reimbursed amount (dollars): Total: 28,116.67.

Event location: Columbia, S.C.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 4/18/2005; 
Reimbursed amount (dollars): Department of the Treasury: 532.89; 
Reimbursed amount (dollars): Department of Health and Human Services: 
532.89; 
Reimbursed amount (dollars): Department of Labor: 532.89; 
Reimbursed amount (dollars): Total: 1,598.67.

Event location: Galveston, Tex.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 4/26/2005; 
Reimbursed amount (dollars): Department of the Treasury: 844.50; 
Reimbursed amount (dollars): Department of Health and Human Services: 
844.50; 
Reimbursed amount (dollars): Department of Labor: 844.50; 
Reimbursed amount (dollars): Total: 2,533.50.

Event location: Falls Church, Va.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 4/29/2005; 
Reimbursed amount (dollars): Department of the Treasury: 14,495.85; 
Reimbursed amount (dollars): Department of Health and Human Services: 
14,495.85; 
Reimbursed amount (dollars): Department of Labor: 14,495.85; 
Reimbursed amount (dollars): Total: 43,487.55.

Event location: Smyrna, Ga.; 
President (POTUS)/Vice President (VP): VP; 
Event date: 5/2/2005; 
Reimbursed amount (dollars): Department of the Treasury: 29,499.65; 
Reimbursed amount (dollars): Department of Health and Human Services: 
0.00; 
Reimbursed amount (dollars): Department of Labor: 0.00; 
Reimbursed amount (dollars): Total: 29,499.65.

Event location: Canton, Miss.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 5/3/2005; 
Reimbursed amount (dollars): Department of the Treasury: 19,036.22; 
Reimbursed amount (dollars): Department of Health and Human Services: 
18,170.98; 
Reimbursed amount (dollars): Department of Labor: 18,170.98; 
Reimbursed amount (dollars): Total: 55,378.18.

Event location: Rochester, N.Y.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 5/24/2005; 
Reimbursed amount (dollars): Department of the Treasury: 2,020.13; 
Reimbursed amount (dollars): Department of Health and Human Services: 
1,960.72; 
Reimbursed amount (dollars): Department of Labor: 1,960.72; 
Reimbursed amount (dollars): Total: 5,941.57.

Event location: Hopkinsville, Ky.; 
President (POTUS)/Vice President (VP): POTUS; 
Event date: 6/2/2005; 
Reimbursed amount (dollars): Department of the Treasury: 16,094.38; 
Reimbursed amount (dollars): Department of Health and Human Services: 
15,621.02; 
Reimbursed amount (dollars): Department of Labor: 15,621.02; 
Reimbursed amount (dollars): Total: 47,336.42.

Total: 
Reimbursed amount (dollars): Department of the Treasury: $703,176.50; 
Reimbursed amount (dollars): Department of Health and Human Services: 
$440,688.07; 
Reimbursed amount (dollars): Department of Labor: $507,595.47; 
Reimbursed amount (dollars): Total: $1,651,460.04.

[A] For each of these entries, there were two presidential events.

Sources: Executive Office of the President, Departments of the 
Treasury, Labor, and Health and Human Services. 

[End of table] 

Enclosure V: 

Comments from the Social Security Administration:

Social Security: 
The Commissioner: 
May 02,2007: 

Mr. Robert E. Martin: 
Director, Financial Management and Assurance: U.S. Government 
Accountability Office: 
Washington, D.C. 20548: 

Dear Mr. Martin: 

Thank you for the opportunity to review and comment on the draft 
report, "Social Security: Costs Associated with the Administration's 
Efforts to Promote Program Reforms" (GAO-07-621). 

If you have any questions, please contact Candace Skurnik, Director, 
Audit Management and Liaison Staff, at (410) 965-4636. 

Sincerely, 

Signed by: 

Michael J. Astrue: 
Social Security Administration: Baltimore, Md. 21235-0001: 

Enclosure: 

Comments On The Government Accountability Office (Gao) Draft Report, 
"Social Security: Costs Associated With The Administration's Efforts To 
Promote Program Reforms" (GAO-07-621R): 

Thank you for the opportunity to review and comment on the draft 
report. We appreciate the professionalism of your audit team during the 
course of this audit. 

We pointed out at the entrance conference, in our written responses to 
GAO's requests for information, and again at the exit conference, that 
the Social Security Administration (SSA) strongly believes that the 
body of the report should clearly indicate that the role of SSA's 
representatives at the events constituted public education on the 
factors impacting the long-range solvency of the Social Security system 
and the range of options to address solvency. The funds spent on these 
activities were to promote solvency education and provide factual 
information, rather than to promote any particular plan to achieve 
solvency. Agency participation focused on the many factors affecting 
the solvency of the trust funds--including the rapid growth in the 
number of retirees, increasing life expectancy and lower birth rates, 
and the range of solutions to achieve sustainable solvency--including 
increasing taxes, slowing the growth of benefits and/or increasing the 
rate of return on investments. 

Further, many of these events were congressional town hall meetings 
where SSA's participation was specifically requested by the sponsoring 
member of Congress. These included events sponsored by both Republicans 
and Democrats.

We believe that the report will be misleading if this information is 
not included in the body of the report. We request that the information 
be added to the section, "Costs Related to Social Security 
Administration Participation," beginning on page 12 of the draft report.

Other Comments: 

Page 1, sentences 2 and 3—change "revenues" to "tax revenues." These 
sentences should be revised to read, "As you know, the ...will exceed 
tax revenues. After that time, the gap between costs and tax 
revenues..."

Pages 5-6, under BACKGROUND, sentence 2, should be changed to two 
sentences that read, "According to the 2006 Social ...48 million 
beneficiaries at the end of 2005. Total benefits paid during 2005 
amounted to $521 billion." Also, change last sentence of same 
paragraph, making two sentences which read, "The Board of Trustees 
projected a long-range (75-year) funding shortfall in the Social 
Security trust funds of $4.6 trillion in present value, absent program 
reforms. For the infinite future, the Board projects a funding 
shortfall of about $13 trillion in present value."

{End of Section}

Footnotes: 

[1] Officially, Social Security is called the Old-Age, Survivors, and 
Disability Insurance program.

[2] This is the name given to the administration's plan to schedule at 
least 60 events across the country over a 60-day period to promote 
Social Security reform.

[3] [hyperlink, http://www.strengtheningsocialsecurity.gov],[hyperlink, 
http://www.treas.gov], and [hyperlink, http://www.whitehouse.gov]

[4] Fixed costs are those costs which would have been incurred whether 
or not the officials participated in the Social Security reform events.

[5] 31 U.S.C. §§ 1535-1536.

[6] HHS identified 2 other events for which it stated it reimbursed 
$59,749.47 to EOP for costs associated with Social Security reform 
events, which are not included in the report totals. We could not 
obtain corroborating evidence that there were Social Security reform 
events in Cleveland, Ohio on January 27, 2005, and in Maple Grove, 
Minnesota on June 17, 2005. 

[7] The Strengthening Social Security Web site was still available at 
[hyperlink, www.strengtheningsocialsecurity.gov] as of July 25, 2007.

[8] As discussed in enc. 1, because Labor and HHS were not asked to 
report the costs associated with events with their agency officials 
based upon our decision to review the agencies with significant numbers 
of public speaking events and the fact that any additional information 
we might have obtained from Labor and HHS would not fully remove the 
records access limitation imposed by EOP, we only asked that Labor and 
HHS confirm the amounts reported by EOP.

[9] 31 U.S.C. § 716(a). 

[10] 31 U.S.C. § 1535(b). 

[11] GAO, Standards for Internal Control in the Federal Government, 
GAO/AIMD-00-21.3.1 (Washington, D.C.: November 1999).

[12] See also chapter 2 of title VII of GAO's Policy and Procedures 
Manual for Guidance of Federal Agencies, which provides guidance on 
agencies' responsibilities with regard to reimbursements between 
agencies.

[13] Department of the Treasury, Procurement Services Division, 
Customer's Guide To Processing Payable Interagency Agreements (IAA) 
(January 2006), p. 9.

[14] Department of the Treasury, Financial Management Service, Federal 
Intragovernmental Transactions Accounting Policy Guide (Washington, 
D.C. August 2006).

[15] The EOP events with no reported expenses include the President's 
events on May 4 and 13, and June 8, 14, and 23, 2005; Noam Neusner's 
April 2, 2005 event; and Keith B. Hennessey's March 7, 2005, event. The 
reported expenses do include travel expenses for 8 events that EOP 
reported it could not tie to the specific Social Security reform events 
we identified based upon its review of travel expense files. Those 
events include Joshua B. Bolten's April 4, 2005, event, Allan B. 
Hubbard's events on March 24 and 28, 2005, Keith B. Hennessey's March 
30, 2005, event, and Brian Reardon's April 25, 2005, event.

[16] SSA did not report costs for local travel.

[17] Refer to enc. 1, Scope and Methodology, for details related to the 
statistical sample.

[18] Identified Treasury travel expenses included $3,063 for travel to 
"Teach Children to Save Day" events, which are listed in enclosure III. 
While not the primary focus of these events, Social Security reform was 
discussed. Many of the initiatives were conducted in Washington, D.C., 
or in conjunction with other events and therefore did not likely have 
significant additional travel expenses. Treasury did not report costs 
for local travel.

[19] The salary expenses associated with the assignments to the SSIC 
were considered direct and incremental because newly hired employees 
were initially assigned full-time to the SSIC.

[20] The remaining events were attended by officials from five other 
agencies including the Departments of Commerce, Health and Human 
Services (HHS), Housing and Urban Development, and Labor (Labor), and 
the Small Business Administration.

[21] In our request for EOP information and documentation, we asked EOP 
to report nontravel and nonstaging expenses if they amounted to more 
than $2,500.

[22] These vouchers represent 73 of the events attended by SSA 
officials in support of the Social Security reform initiative.

[23] We are 95-percent confident that the error rate associated with 
sampling error inherent in statistical sampling is less than or equal 
to 1 percent, plus or minus 5 percent.

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