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CBO VS. OMB Q. THE CONGRESSIONAL BUDGET OFFICE SAYS THAT THE ADMINISTRATION'S NUMBERS ARE WAY OFF WHEN THEY USE THE CBO BASELINE. ISN'T THIS JUST ANOTHER ROSY SCENARIO? A. Absolutely not. We have a solid balanced budget plan based on numbers are consistent, conservative and professional. Indeed, using the assumptions of the top private sector forecasters, our plan would get to balance. There are some small differences between CBO and OMB in growth estimates and the health care baseline that get magnified over a 10 year period. We believe that our baseline is superior. Even CBO admits that our growth estimates are more consistent with the Blue Chip than theirs are. And our health care estimates are done by top, career health professionals at the Health Care Finance Administration, who have the best and most current information. Indeed, CBO acknowledges that the Administration is closer to the Blue Chip than the CBO on the key economic assumptions that affect the deficit, including growth, interest rates and the GDP deflator. Yet, while we believe our baseline is the best and they clearly believe that their baseline is the best, the key thing is that neither side should let honest accounting differences be an excuse to not work together to avoid a train wreck and to come up with the type of balanced budget plan that the American people could support. FOLLOW UP: BUT DIDN'T YOU PROMISE IN 1993 TO USE CBO PROJECTIONS? In his first budget, the President wanted to take away any disputes over numbers. Remember, Administration projections didn't have the best reputation after 12 years of magic asterisks and smoke and mirrors. Our accurate projections and success on the budget over the past two years have restored faith in an Administration's ability to put forward reasonable, fair budget projections. Indeed, we have been more on target than CBO in projecting the deficit so far. So particularly when the Administration numbers are exactly in line with the top private sector forecasters, it is appropriate and necessary for the President to rely on OMB for his budget projections. BACKGROUND INFORMATION ON THE OMB/CBO BASELINE DIFFERENCES By our best estimates, using the economic assumptions of the Blue Chip forecasts and the career professionals at HCFA (Health Care Finance Administration), the President's economic plan gets to a small surplus in the year 2005. Indeed, CBO acknowledges that the Administration is closer to the Blue Chip than the CBO on three key economic assumptions that affect the deficit, including growth, interest rates and the GDP deflator. A Federal Reserve Board of Philadelphia study of 59 top economists projected average real GDP growth of 2.6% over ten years. The Administration has projected average growth of slightly under 2.5%. Therefore, the Administration's numbers are somewhat conservative compared to many top private sector economists. There are differences between the OMB and CBO baselines, but they are based on very small differences in two areas that appear more significant when they are extended over a 10 year period. Indeed, after the House takes into account its economic assumptions based on the CPI, growth and interest rates, 60% of the baseline differential is already evaporated. So the baseline difference between the Administration and the House is actually not so significant. The record has proved that OMB was more accurate it its deficit forecast than CBO when it presented the Administration's 1993 economic plan. GROWTH RATES: Very Small Differences: We assume growth at slightly under 2.5% over the next several years. CBO is a little lower, around 2.3%. Yet, with the growth dividend that the House Budget Committee is taking with its plan -- and we are not -- the difference is virtually non- existent. CBO stated that "the economic assumptions of the Clinton Administration and the Congressional Budget Office are similar," and that our assumptions actually lead to more conservative deficit estimates in the first two years of our forecast. Consistent with Outside Forecasters: Our proposals are consistent with those of the top outside forecasters. Our growth forecasts are virtually identical to the Blue Chip between 1997-2001, and indeed, in both 1999 and 2000, the Blue Chip forecasts .4 and .3 higher growth than the Administration does. Meyer & Associates calls for higher growth than the Administration in 1999, 2000, 2001 and the same in 2002. DRI is higher than we are for two years, lower than we are for two years and the same two years. Ray Fair has higher growth forecasts every year between 1998 and 2001. So it is clear that we have conservative growth estimates that are consistent with the top private sector forecasters. Indeed, the April, 1995 CBO document that compares CBO and OMB states that "the Administration is generally closer than the CBO to the Blue Chip's long-range projections. The Blue Chip indicates the same average growth over the 1997-2000 period as the Administration and has similar projections for interest rates and the GDP deflator." This is Very Different from the Rosy Scenarios of the Past: The Administration's growth forecast is only about .1% higher than CBO's. This is very different from the rosy scenarios that characterized Republican Administrations. For example, Stockman's FY1982 budget predicted growth a whopping 1.3% higher than the CBO. The next year, he came back again with a budget that predicted growth an average of 1.0% higher on average each year for his plan. The first two years of the Bush Administration called for budgets with growth rates that were on average .83% higher every year than the CBO projection. So when you see the differences of .1% or .2% in the CBO and OMB growth rates, you can see that most years they are 1/10th to 1/7th the degree of differential that we saw during the Bush/Reagan years. "Wedge Factor" Differences are Narrow: The CBO indicates the difference between the estimates for the CPI and the GDP deflator has an important effect on the estimates of the deficit. This difference is called a "wedge factor." The Administration's estimate of wedge is similar to the Blue Chip's estimate [assuming that both CBO and the Blue Chip make the adjustment for re-benchmarking the CPI that CBO has already announced it will do in its summer update.] HEALTH CARE: One of the two main reason for the difference in the CBO and OMB baselines is that the Administration assumes slightly less growth in Medicare and Medicaid. We should recall that these numbers come from the same HCFA actuaries that the Republicans frequently use as authorities when discussing the need to strengthen the Medicare Trust Fund. Certainly, they could not be questioning their credibility now. It is important to understand that the Medicare and Medicaid numbers are prepared by the Office of Actuary in the Health Care Financing Administration. The actuaries are career professionals who have been doing these same numbers through the last two Republican Administrations. Any notion that their estimates were affected by anything other than their professional judgment cannot be justified. The whole difference comes from the fact that on Medicaid the Administration projects 9.3% growth and the CBO projects 9.9% and on Medicare the Administration projects 9.1% growth and CBO projects 9.7% While we believe these are the differences of honorable career professionals on both sides, we do believe that our numbers are more accurate. On Medicaid, the Administration has higher beneficiary growth rates, yet they end up with slightly higher overall growth assumptions because the Administration's estimates of per beneficiary costs are lower than CBO's 5.3% and 7.0%. Yet, the HCFA estimates are based on more up-to-date Social Security numbers regarding disabled beneficiaries in Medicaid and up-to-date Treasury information on Medicaid outlays -- which catches current changing trends. On Medicare, the Administration and CBO baselines for inpatient hospital services (which represent half of Medicare costs) are virtually identical. The only real difference is that while both believe the high growth rates in home health and skilled nursing facility costs will come down, the Administration projects them coming down somewhat faster. ADMINISTRATION'S GROWTH NUMBERS VS. BLUE CHIP'S: The chart below shows that the Administration's projection over five years comes to the same average growth as the Blue Chip, while the CBO's is somewhat pessimistic relative to the consensus of private forecasters. LONG-RANGE FORECASTS OF GDP GROWTH 1997 THROUGH 2001 1997 1998 1999 2000 2001 Blue Chip (March) 2.0 2.3 2.9 2.8 2.4 Administration 2.5 2.5 2.5 2.5 2.4 CBO 2.4 2.3 2.3 2.3 2.3 BACKGROUND INFORMATION ON THE OMB/CBO BASELINE DIFFERENCES By our best estimates, using the economic assumptions of the Blue Chip forecasts and the career professionals at HCFA (Health Care Finance Administration), the President's economic plan gets to a small surplus in the year 2005. Indeed, CBO acknowledges that the Administration is closer to the Blue Chip than the CBO on three key economic assumptions that affect the deficit, including growth, interest rates and the GDP deflator. A Federal Reserve Board of Philadelphia study of 59 top economists projected average real GDP growth of 2.6% over ten years. The Administration has projected average growth of slightly under 2.5%. Therefore, the Administration's numbers are somewhat conservative compared to many top private sector economists. There are differences between the OMB and CBO baselines, but they are based on very small differences in two areas that appear more significant when they are extended over a 10 year period. Indeed, after the House takes into account its economic assumptions based on the CPI, growth and interest rates, 60% of the baseline differential is already evaporated. So the baseline difference between the Administration and the House is actually not so significant. The record has proved that OMB was more accurate it its deficit forecast than CBO when it presented the Administration's 1993 economic plan. GROWTH RATES: Very Small Differences: We assume growth at slightly under 2.5% over the next several years. CBO is a little lower, around 2.3%. Yet, with the growth dividend that the House Budget Committee is taking with its plan -- and we are not -- the difference is virtually non-existent. CBO stated that "the economic assumptions of the Clinton Administration and the Congressional Budget Office are similar," and that our assumptions actually lead to more conservative deficit estimates in the first two years of our forecast. Consistent with Outside Forecasters: Our proposals are consistent with those of the top outside forecasters. Our growth forecasts are virtually identical to the Blue Chip between 1997-2001, and indeed, in both 1999 and 2000, the Blue Chip forecasts .4 and .3 higher growth than the Administration does. Meyer & Associates calls for higher growth than the Administration in 1999, 2000, 2001 and the same in 2002. DRI is higher than we are for two years, lower than we are for two years and the same two years. Ray Fair has higher growth forecasts every year between 1998 and 2001. So it is clear that we have conservative growth estimates that are consistent with the top private sector forecasters. Indeed, the April, 1995 CBO document that compares CBO and OMB states that "the Administration is generally closer than the CBO to the Blue Chip's long-range projections. The Blue Chip indicates the same average growth over the 1997-2000 period as the Administration and has similar projections for interest rates and the GDP deflator." This is Very Different from the Rosy Scenarios of the Past: The Administration's growth forecast is only about .1% higher than CBO's. This is very different from the rosy scenarios that characterized Republican Administrations. For example, Stockman's FY1982 budget predicted growth a whopping 1.3% higher than the CBO. The next year, he came back again with a budget that predicted growth an average of 1.0% higher on average each year for his plan. All four years of the Bush Administration called for budgets with growth rates that were on average .75% higher every year than the CBO projection. So when you see the differences of .1% or .2% in the CBO and OMB growth rates, you can see that most years they are 1/10th to 1/7th the degree of differential that we saw during the Bush/Reagan years. "Wedge Factor" Differences are Narrow: The CBO indicates the difference between the estimates for the CPI and the GDP deflator has an important effect on the estimates of the deficit. This difference is called a "wedge factor." The Administration's estimate of wedge is similar to the Blue Chip's estimate [assuming that both CBO and the Blue Chip make the adjustment for re-benchmarking the CPI that CBO has already announced it will do in its summer update.] HEALTH CARE: One of the two main reason for the difference in the CBO and OMB baselines is that the Administration assumes slightly less growth in Medicare and Medicaid. We should recall that these numbers come from the same HCFA actuaries that the Republicans frequently use as authorities when discussing the need to strengthen the Medicare Trust Fund. Certainly, they could not be questioning their credibility now. It is important to understand that the Medicare and Medicaid numbers are prepared by the Office of Actuary in the Health Care Financing Administration. The actuaries are career professionals who have been doing these same numbers through the last two Republican Administrations. Any notion that their estimates were affected by anything other than their professional judgment cannot be justified. The whole difference comes from the fact that on Medicaid the Administration projects 9.3% growth and the CBO projects 9.9% and on Medicare the Administration projects 9.1% growth and CBO projects 9.7% While we believe these are the differences of honorable career professionals on both sides, we do believe that our numbers are more accurate. On Medicaid, the Administration has higher beneficiary growth rates, yet they end up with slightly higher overall growth assumptions because the Administration's estimates of per beneficiary costs are lower than CBO's 5.3% and 7.0%. Yet, the HCFA estimates are based on more up-to-date Social Security numbers regarding disabled beneficiaries in Medicaid and up=to-date Treasury information on Medicaid outlays -- which catches current changing trends. On Medicare, the Administration and CBO baselines for inpatient hospital services (which represent half of Medicare costs) are virtually identical. The only real difference is that while both believe the high growth rates in home health and skilled nursing facility costs will come down, the Administration projects them coming down somewhat faster. ADMINISTRATION'S GROWTH NUMBERS VS. BLUE CHIP'S: The chart below shows that the Administration's projection over five years comes to the same average growth as the Blue Chip, while the CBO's is somewhat pessimistic relative to the consensus of private forecasters. LONG-RANGE FORECASTS OF GDP GROWTH 1997 THROUGH 2001 1997 1998 1999 2000 2001 Blue Chip (March) 2.0 2.3 2.9 2.8 2.4 Administration 2.5 2.5 2.5 25 2.4 CBO 2.4 2.3 2.3 2.3 2.3 LNBS LETTERS TO THE EDITOR From the President, a Credible Budget The editorial "Less Than Straight" But for some reason, The Post overstated the problem. and CBO over- [June 20], challenging the credibility neglected to mention that the admin- stated it even more. And if our forecast of the president's 10-year plan to istration's economic forecast is closer is accurate, then CBO has erred by balance the budget, distorts the facts than the CBO forecast to the main- doubling the size of the problem. in a way I have rarely seen on The stream of private economic fore- Also, with regard to health care Post's editorial page. The president's casts-as represented not only by the spending, the administration's projec- plan is based on solid, conservative well-known Blue Chip consensus fore- tions are made by the longtime career estimates of economic growth and cast but also by a new survey of professionals at the Health Care Financ- health care spending, and there is no private economists by the Federal basis for suggesting otherwise. ing Administration. Their estimates are Reserve Bank of Philadelphia. The I can understand the view that no untouched by political hands. And no- long-term average annual growth administration's numbers are to be forecasts are as follows: Federal Re- body, including CBO, has access to the trusted. I too watched the Reagan and serve survey: 2.6 percent; Blue Chip: kind of program and other information Bush administrations cook the books 2.5 percent; OMB: 2.45 percent; that they do. It is their projections on for 12 years, basing budgets on fanta- CBO: 2.3 percent. which Congress is relying for declaring a sy forecasts that were wildly more The Post did get one thing right: crisis in the Medicare trust fund. optimistic than those of the Congres- "No one can know for sure which If The Post wants to advocate greater sional Budget Office (CBO). estimate is right." However, if I were savings from Medicare, cutting cost-of- But those days ended on Jan. 20, "betting the farm," as The Post put it, living adjustments for Social Security or 1993, when this president took office and if I wanted to be objective, I cutting back on tax indexing, it can go and restored credibility to the Office might say to myself: "Forget Con- right ahead. And congressional Republi- of Management and Budget (OMB). gress, forget, the administration; what cans can certainly advocate cuts in edu- The president's two OMB direc- do private-sector economists think?" cation, greater Medicare savings and a tors-Alice Rivlin and I-have con- After all, the companies these fore- tax increase for 14 million working sistently used conservative estimates casters work for have a lot to gain families. We will respectfully disagree. for this administration's budgets, and from accurate forecasts-and a lot to But neither The Post nor Congress most responsible economists have ac- lose from inaccurate ones. has any basis whatsoever for challeng- knowledged that reality. The Post claims that we "defined ing the credibility of the president's As The Post notes, the CBO fore- part of the problem away," that we budget. Let's get this debate back to its cast and the OMB forecast-which is "cut the size of the problem in half." substance-how to balance the budget. the same one we released in Febru- Wrong. We based our estimates on LEON E. PANETTA ary-are very close to one another. the most credible assumptions pos- Chief of Staff That's one big difference from the sible. If anything, we were cautious. If The White House Reagan-Bush years. you believe private forecasts, then we Washington Big Differences in Health Bills Never Elected President In the article "A Nightmare for I read with interest the June 5 (so that health care providers would Defense Attorneys" [news story, June editorial "The Same Old Health Care have no more bad debt, uncompensat- 8], Manuel Antonio Noriega was de- Ads." The American Hospital Associa- ed care, charity care etc.) and by scribed as "Panamanian president." tion certainly went after the House expanding benefits (e.g., pharmaceu- We would appreciate it if The Post Democratic bill (Gephardt-Stark), and tical benefits). We also contained would correct the gentleman's title to I understand the Republicans' anger. costs across the board, using Medi- that of dictator or strongman. But please, there are major dif- care payment methods to gradually Mr. Noriega, who is in Miami serv- ferences between last year's House lower the rate of health care inflation ing 40 years in prison for crimes relat- Democratic bill and this year's Re- to the rate of growth in the gross ed to narcotics, was never elected publican budget proposal. The Post's domestic product. president of Panama, and his power or editorial, however, egregiously as- The current Republican plan takes authority never came from the people. serted that they both represent simi- out almost twice as much (almost FERNANDO ELETA lar attempts to contain health care three times when you add in the Deputy Chief of Mission costs. The editorial's discussion of the Embassy of Panama Medicaid cuts) and gives nothing back specifics of different approaches to Washington to the system, and by controlling only reform-"How you do it and how fast public side spending, permits disrup- are always going to be sources of tive cost shifting and therefore cre- dispute"-belittles the serious conse- ates access problems for seniors and quences of cutting too much too fast the poor The CBO vs. OMB Q. THE CONGRESSIONAL BUDGET OFFICE SAYS TIIAT THE ADMINISTRATION'S NUMBERS ARE WAY"OFF WHEN THEY USE THE CBO BASELINE. ISN'T THIS JUST ANOTHER ROSY SCENARIO? A. Absolutely not. We have a solid balanced budget plan based on numbers are consistent, conservative and professional. Indeed, using the assumptions of the top private sector forecasters, our plan would get to balance. There are some small differences between CBO and OMB in growth estimates and the health care baseline that get magnified over a 10 year period. We believe that our baseline is superior. Even CBO admits that our growth estimates are more consistent with the Blue Chip than theirs are. And our health care estimates are done by top, career health professionals at the Health Care Finance Administration, who have the best and most current information. Indeed, CBO acknowledges that the Administration is closer to the Blue Chip than the CBO on the key economic assumptions that affect the deficit, including growth, interest rates and the GDP deflator. Yet, while we believe our baseline is the best and they clearly believe that their baseline is the best, the key thing is that neither side should let honest accounting differences be an excuse to not work together to avoid a train wreck and to come up with the type of balanced budget plan that the American people could support. FOLLOW UP: BUT DIDN'T YOU PROMISE IN 1993 TO USE CBO PROJECTIONS? In his first budget, the President wanted to take away any disputes over numbers. Remember, Administration projections didn't have the best reputation after 12 years of magic asterisks and smoke and mirrors. Our accurate projections and success on the budget over the past two years have restored faith in an Administration's ability to put forward reasonable, fair budget projections. Indeed, we have been more on target than CBO in projecting the deficit so far. So particularly when the Administration numbers are exactly in line with the top private sector forecasters, It is appropriate and necessary for the President to rely on OMB for his budget projections. BACKGROUND INFORMATION ON THE OMB/CBO BASELINE DIFFERENCES By our best estimates, using the economic assumptions of the Blue Chip forecasts and the career professionals at HCFA (Health Care Finance Administration), the President's economic plan gets to a small surplus in the year 2005. Indeed, CBO acknowledges that the Administration is closer to the Blue Chip than the CBO on three key economic assumptions that affect the deficit, including growth, interest rates and the GDP deflator. A Federal Reserve Board of Philadelphia study of 59 top economists projected average real GDP growth of 2.6% over ten years. The Administration has projected average growth of slightly under 2.5%. Therefore, the Administration's numbers are somewhat conservative compared to many top private sector economists. There are differences between the OMB and CBO baselines, but they are based on very small differences in two areas that appear more significant when they are extended over a 10 year period. Indeed, after the House takes into account its economic assumptions based on the CPI, growth and interest rates, 60% of the baseline differential is already evaporated. So the baseline difference between the Administration and the House is actually not so significant. The record has proved that OMB was more accurate it its deficit forecast than CBO when it presented the Administration's 1993 economic plan. GROWTH RATES: Very Small Differences: We assume growth at slightly under 2.5% over the next several years. CBO is a little lower, around 2.3%. Yet, with the growth dividend that the House Budget Committee is taking with its plan -- and we are not -- the difference is virtually non-existent. CBO stated that "the economic assumptions of the Clinton Administration and the Congressional Budget Office are similar," and that our assumptions actually lead to more conservative deficit estimates in the first two years of our forecast. Consistent with Outside Forecasters: Our proposals are consistent with those of the top outside forecasters. Our growth forecasts are virtually identical to the Blue Chip between 1997-2001, and indeed, in both 1999 and 2000, the Blue Chip forecasts .4 and .3 higher growth than the Administration does. Meyer & Associates calls for higher growth than the Administration in 1999, 2000, 2001 and the same in 2002. DRI is higher than we are for two years, lower than we are for two years and the same two years. Ray Fair has higher growth forecasts every year between 1998 and 2001. So it is clear that we have conservative growth estimates that are consistent with the top private sector forecasters. Indeed, the April, 1995 CBO document that compares CBO and OMB states that "the Administration is generally closer than the CBO to the Blue Chip's long-range projections. The Blue Chip indicates the same average growth over the 1997-2000 period as the Administration and has similar projections for interest rates and the GDP deflator." This is Very Different from the Rosy Scenarios of the Past: The Administration's growth forecast is only about .1% higher than CBO's. This is very different from the rosy scenarios that characterized Republican Administrations. For example, Stockman's FY1982 budget predicted growth a whopping 1.3% higher than the CBO. The next year, he came back again with a budget that predicted growth an average of 1.0% higher on average each year for his plan. All four years of the Bush Administration called for budgets with growth rates that were on average .75% higher every year than the CBO projection. So when you see the differences of .1% or .2% in the CBO and OMB growth rates, you can see that most years they are 1/10th to 1/7th the degree of differential that we saw during the Bush/Reagan years. "Wedge Factor" Differences are Narrow: The CBO indicates the difference between the estimates for the CPI and the GDP deflator has an important effect on the estimates of the deficit. This difference is called a "wedge factor." The Administration's estimate of wedge is similar to the Blue Chip's estimate [assuming that both CBO and the Blue Chip make the adjustment for re-benchmarking the CPI that CBO has already announced it will do in its summer update.] HEALTH CARE: One of the two main reason for the difference in the CBO and OMB baselines is that the Administration assumes slightly less growth in Medicare and Medicaid. We should recall that these numbers come from the same HCFA actuaries that the Republicans frequently use as authorities when discussing the need to strengthen the Medicare Trust Fund. Certainly, they could not be questioning their credibility now. It is important to understand that the Medicare and Medicaid numbers are prepared by the Office of Actuary in the Health Care Financing Administration. The actuaries are career professionals who have been doing these same numbers through the last two Republican Administrations. Any notion that their estimates were affected by anything other than their professional judgment cannot be justified. The whole difference comes from the fact that on Medicaid the Administration projects 9.3% growth and the CBO projects 9.9% and on Medicare the Administration projects 9.1% growth and CBO projects 9.7% While we believe these are the differences of honorable career professionals on both sides, we do believe that our numbers are more accurate. On Medicaid, the Administration has higher beneficiary growth rates, yet they end up with slightly higher overall growth assumptions because the Administration's estimates of per beneficiary costs are lower than CBO's 5.3% and 7.0%. Yet, the HCFA estimates are based on more up-to-date Social Security numbers regarding disabled beneficiaries in Medicaid and up=to-date Treasury information on Medicaid outlays -- which catches current changing trends. On Medicare, the Administration and CBO baselines for inpatient hospital services (which represent half of Medicare costs) are virtually identical. The only real difference is that while both believe the high growth rates in home health and skilled nursing facility costs will come down, the Administration projects them coming down somewhat faster. ADMINISTRATION'S GROWTH NUMBERS VS. BLUE CHIP'S: The chart below shows that the Administration's projection over five years comes to the same average growth as the Blue Chip, while the CBO's is somewhat pessimistic relative to the consensus of private forecasters. LONG-RANGE FORECASTS OF GDP GROWTH 1997 THROUGH 2001 1997 1998 1999 2000 2001 Blue Chip (March) 2.0 2.3 2.9 2.8 2.4 Administration 2.5 2.5 2.5 25 2.4 CBO 2.4 2.3 2.3 2.3 2.3 Increased Medicare Beneficiary Out-of-Pocket Costs, 1996 - 2002 $140 $123Billion $120 $107 Billion $100 Dollars in Billions $80 $60 $40 $20 $0 $0 President's Proposal Senate House The new Medicare proposals included in the President's June 14, 1995 budget announcement do not include any new beneficiary costs. Republican proposals adjusted to reflect the Part B premium extender in the President's FY 1996 budget. Assumes 50% of Republican cuts affect beneficiaries. US DHHS Estimates Increased Medicare Out-of-Pocket Costs Per Beneficiary, 2002 $800 $800 $600 $500 Dollars $400 $200 $0 $0 President's Proposal Senate House The new Medicare proposals included in the President's June 14, 1995 budget announcement do not include any new beneficiary costs. Republican proposals adjusted to reflect the Part B premium extender in the President's FY 1996 budget. Assumes 50% of Republican cuts affect beneficiaries. US DHHS Estimates Increased Medicare Out-of-Pocket Costs Per Couple, 2002 $2,000 $1,600 $1,500 Dollars $1,000 $1,000 $500 $0 $0 President's Proposal Senate House The new Medicare proposals included in the President's June 14, 1995 budget announcement do not include any new beneficiarycost. Republican proposals adjusted to reflect the Part B premium extender in the President's FY 1996 budget. Assumes 50% of Republican cuts affect beneficiaries. US DHHS Estimates Increased Medicare Out-of-Pocket Costs Per Beneficiary, 1996 - 2002 $4,000 $3,500 $3,000 $3,000 $2,600 $2,500 Dollars $2,000 $1,500 $1,000 $500 $0 $0 President's Proposal Senate House The new Medicare proposals included in the President's June 14, 1995 budget announcement do not include any new beneficiary costs. Republican proposals adjusted to reflect the Part B premium extender in the President's FY 1996 budget. Assumes 50% of Republican cuts affect beneficiaries. US DHHS Estimates Increased Medicare Out-of-Pocket Costs Per Couple, 1996 - 2002 $7,000 $5,900 $6,000 $5,200 $5,000 Dollars $4,000 $3,000 $2,000 $1,000 $0 $0 President's Proposal Senate House The new Medicare proposals included in the President's June 14, 1995 budget announcement do not include any new beneficiary costs. Republican proposals adjusted to reflect the Part B premium extender in the President's FY 1996 budget. Assumes 50% of Republican cuts affect beneficiaries. US DHHS Estimates 06/15/95 15:02 002 ID: JUN 14'95 19:49 No 028 P.02 EXECUTIVE OFFICE OF THE PRESIDENT OFFICE OF MANAGEMENT AND BUDGET THE WASHINGTON. D.C. 20503 THE DIRECTOR June 14, 1995 Honorable Martin Olav Sabo Committee on Appropriations U.S. House of Representatives Washington, D.C. martin 20515 Dear Representative Sabo: I wanted to follow up on our brief discussion at the Caucus this morning about the differences between the CBO and OMB baselines as they relate to Medicare. Actually, there are two issues here: (1) the historical difference between the CBO and OMB Medicare baselines in the aggregate, and (2) the differences between CBQ and OMB scoring of individual Medicare savings proposals. What I was trying to say today was that: the difference in the baselines is independent of any proposals for Medicare savings, and one cannot assume that CBO and OMB would score a set of individual Medicare savings proposals with any significant deviation. The numbers in the materials we discussed with the Caucus today are the most accurate way to compare the President's Medicare savings proposals with the Republican proposals. CBO and OMB Baseline Differences As you know, there have always been differences between the CBO and OMB Medicare baselines. These differences tend to be quite narrow in the current year, and grow during the out-years. As CBO said in its April 1995 analysis of the FY96 President's Budget, "given the size of [the Medicare and Medicaid) programs and the uncertainty about their future costs, the projections of CBO and the Administration are not very far apart." Over the period from 1996-2002, we estimate that the total difference between the CBO and OMB Medicare benefits baselines is about $70 billion. For FY96, C80's estimate of Medicare spending is only about $4 billion higher than OMB, but this difference grows in succeeding years; in 2002, the difference is $18 billion. OMB's Medicare baseline projections are calculated by the HCFA actuaries, who use the Administration's economic assumptions. The projections for FY96 reduced projected Medicare 06/15/95 15:02 003 ID: JUN 14'95 19:50 No.028 P.US spending by $40 billion over the 1996-2000 period that the President's Budget covers. We expect spending in the Medicare program over this time to increase at a slower rate than in recent years. This projected slowdown is the result of several factors. In particular, Hospital Insurance (HI) expenditures have grown more slowly than we expected at the time WE put together the budget for FY95. slower HI growth results primarily from a fall in forecasted hospital cost inflation and the slower growth in complexity of Medicare inpatient cases. CBO's projections indicate that it shares our view that Medicare spending will rise at a slower rate over the next five years, although CBO does not expect the reduction to be quite as significant. CBO forecasts 9.7% average annual growth in baseline outlays, while OMB forecasts 9.1% average annual growth, for a cumulative difference of $40 billion over the 1996-2000 period. CBO's January 1995 Economic and Budget Outlook indicates that CBO is less optimistic about the slowdown in Medicare spending because it estimates that the apparent slowing in the growth of payments for hospitalizations and physician visits is roughly offset by fast-growing costs for care in other settings, particularly for home health care and skilled nursing facilities. CBO vs. OMB scoring of Medicare Savings Proposals Determining how CBO would score the President's Medicare savings proposale is an almost impossible task. Although it might seem that one could simply figure out the percentage by which the CBO baseline is higher than the OMB baseline, and multiply the total of our savings proposals by that amount, that calculation would not be accurate. In fact, our analysts -- and HCFA's professional Medicare actuaries -- tell me that it might not even be in the ballpark. The reason is that the CBO baseline is not a monolithic stream of numbers; rather, it is composed of many separate baselines for different services and providers. Thus, for example, a proposal affecting clinical laboratories would have to be scored against the clinical laboratories baseline, which might be lower than the OMB baseline for the same service, even though in the aggregate, CBO's baseline is higher. Thus, scoring of specific savings proposals would really have to be done by cBo, proposal by proposal using detailed specifications, against the appropriate baseline. I understand your concern about the uncertainty and complexity that baseline differences introduce into the scoring of Medicare savings proposals. Unfortunately, we can do nothing about these baseline differences; the good news is that recent 06/15/95 15:03 004 ID: JUN 14'95 19:51 NO.028 P.U4 history reflects that they are not that important when it comes to scoring specific savings proposals. Let me mention two examples: First, you will recall that the Health Security Act contained Medicare savings proposals that we estimated would save $118.3 billion over the 1995-2000 period. CBO scored these same proposals as saving $117.6 on its baseline, which was higher than ours. Second, and most recently, our FY96 budget contained four Medicare "extenders" from OBRA93 that we estimated would save $28 billion over the 1995-2000 period. CBO has since scored these same proposals as saving only slightly more, $30 billion. I hope this letter has answered some of your questions about our health reform proposal. Your support is critical as we work with the Congress to achieve what we both want: a balanced budget that is fair and reasonable. I look forward to working with you in the coming weeks. Sincerely, COin Alice M. Rivlin Director Hope thas helps. 06/20/95 10:38 202 401 7321 HHS ASPE/HP 002/003 DRAFT, CBO AND ADMINISTRATION MEDICAID ESTIMATES QUESTION: Wouldn't the Administration's estimates of Medicaid savings be significantly different under the CBO scoring? ANSWER: The Administration is committed to savings of $55 billion in Medicaid over the seven year period These savings may be achieved through a mix of policies including increased state flexibility, limits on the growth in spending per recipient, and reductions and retargetting of Disproportionate Share (DSH) payments. We will work with the Congress, the States and the relevant constituencies to determine the mix of policies so this target may be achieved under a CBO baseline. BACKGROUND: Would a specific Medicaid policy have different scoring under the CBO baseline? Not necessarily. There are two issues that determine the similarity of the Administration and CBO scoring: (1) the differences between the baselines, and (2) differences between the Administration and CBO assumptions about individual Medicaid savings proposals. Similarities between estimates occur when the specific policy relates to an area where there CBO and the Administration agree on either the baseline or the assumptions used in scoring. 1. Differences in the Baselines (Projections of spending under current law): Projected Medicaid spending is lower than last year's projections under both the Administration and the CBO's Medicaid baselines. This results from slower inflation and health care inflation, slowdowns in recipient growth, and the reigning in of the disproportionate share (DSH) spending. Although both CBO and the Administration have lowered their baselines, the Administration estimates that the general slowdown will continue, while CBO is less conservative. Between 1996 and 2000, the Administration estimates that Medicaid spending will be $38 billion or 7% lower than CBO's estimates over the period. The additional difference reflects the Administration's response to several trends: Lower economic assumptions, which are reflected in lower cost growth per recipient (5.2% per recipient under the Administration baseline, versus 7.0% per recipient under the CBO baseline). Lower long-term care projections: the CBO has considerably higher growth estimates for long-term care (9.9% under CBO, versus 8.0% under the Administration baseline). This difference remains even after accounting for recipient growth. 06/20/95 10:39 202 401 7321 HHS ASPE/HP 003/003 The differences in the baselines are most pronounced in these areas, but are less important in others. Thus, if proposals are concentrated in areas where there are similarities in the baselines, then the baseline differences are irrelevant. 2. Differences in Scoring Savings Proposals Although differences in baselines can affect the scoring of a particular proposal, the Administration and CBO assumptions about a particular policy also have a significant effect. This is particularly the case in Medicaid, which is essentially 56 different program. Predicting State behavior is an important part of scoring these proposals. 06/16/95 10:07 002 CBO and OMB Medicare Baseline Differences There are really two separate issues here: (1) the historical difference between the CBO and OMB Medicare baselines, and (2) the differences between CBO and OMB scoring of individual Medicare savings proposals. The difference in the baselines is independent of any proposals for Medicare savings, and One cannot assume from this that CBO and OMB would score a set of individual Medicare savings proposals with any significant deviation. 1. Differences in the Baselines There have always been differences between the CBO and OMB Medicare baselines. These differences tend to be quite narrow in the current year, and grow during the out-years. As CBO said in its April 1995 analysis of the FY96 President's Budget, "given the size of [the Medicare and Medicaid] programs and the uncertainty about their future costs, the projections of CBO and the Administration are not very far apart." For FY96, CBO's estimate of Medicare spending is only about $4 billion higher than OMB, but this difference grows in succeeding years; in 2002, the difference is $18 billion. over the period from 1996-2002, we estimate that the total difference between the CBO and OMB Medicare benefits baselines is about $70 billion. OMB's Medicare baseline projections are calculated by the HCFA actuaries, who use the Administration's economic assumptions. For FY96, the actuaries reduced projected Medicare spending by $40 billion over the 1996-2000 period that the President's Budget covers. The actuaries expect spending in the Medicare program over this time to increase at a slower rate than in recent years. This projected slowdown is the result of several factors. In particular, Hospital Insurance (HI) expenditures have grown more slowly than expected. 06/16/95 10:07 003 Slower HI growth results primarily from lower hospital cost inflation and slower growth in complexity of Medicare inpatient cases. CBO's projections indicate that it agrees that Medicare spending will rise at a slower rate over the next five years, although CBO does not expect the reduction to be quite as significant. CBO's January 1995 Economic and Budget Outlook indicates that CBO is less optimistic about the slowdown in Medicare spending because of its view that the apparent slowing in the growth of payments for hospitalizations and physician visits is roughly offset by fast-growing costs, other services such as home health care and skilled nursing facilities. 2. Differences in "Scoring" Savings Proposals Determining how CBO would score the President's Medicare savings proposals is an almost impossible task. While it might seem that one could simply figure out the percentage by which the CBO baseline is higher than the OMB baseline, and multiply the total of the savings proposals by that amount, that calculation would not be even close to accurate. The reason is that the CBO baseline is composed of many separate baselines for different services and providers. Thus, scoring of specific savings proposals would really have to be done by cBo, proposal by proposal using detailed specifications, against the appropriate baseline. Recent history reflects that these baseline differences are not that important when it comes to scoring specific savings proposals. For example: The Health Security Act contained Medicare savings proposals that OMB estimated would save $118.3 billion over the 1995-2000 period. CBO scored these same proposals as saving $117.6 on its baseline, which was higher than ours. The President's FY96 budget contained four Medicare "extenders" from OBRA93 that OMB estimated would save $28 billion over the 1995-2000 period. CBO has since scored these same proposals as saving only slightly more, $30 billion.