|
LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 601 E STREET, NW |
Address2 |
|
City | WASHINGTON |
State | DC |
Zip Code | 20049 |
Country | USA |
3. Principal place of business (if different than line 2)
City |
|
State |
|
Zip Code |
|
Country |
|
|
5. Senate ID# 1694-12
|
||||||||
|
6. House ID# 306360000
|
TYPE OF REPORT | 8. Year | 2015 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
10. Check if this is a Termination Report | Termination Date |
|
11. No Lobbying Issue Activity |
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
---|---|---|---|---|---|---|---|---|---|
12. Lobbying | 13. Organizations | ||||||||
INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
|
|
||||||||
|
|
||||||||
Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
Signature | Digitally Signed By: Nancy LeaMond, Chief Advocacy & Engagement Officer |
Date | 7/16/2015 2:01:11 PM |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code BUD
16. Specific lobbying issues
Lobbied on House/Senate Budget proposals to cut SNAP funding in FY 2016 or block grant funds to states. (no bill)
Discussed Medicare, Medicaid, Older Americans Act and other items regarding FY 2016 federal budget proposals. (no bill)
S.Con.Res.11, Budget Resolution, FY 2016 - Lobbied to protect funding levels for various programs serving seniors.
Lobbied to urge Congress to reallocate OASDI funding to SSDI trust funds without imposing barriers to claims processing or reduction of benefits. (no bill)
S. 1695, Labor, HHS, Education and related agencies, Appropriations Committee/FY 2016 - Lobbied to protect funding levels for various programs serving seniors. Also lobbied on the conflict of interest rule.
H.R. 2577, Transportation, HUD and related agencies, Appropriations Committee/FY2016 - Lobbied to protect funding levels for various programs serving seniors.
Financial Serives Committee, Appropriations Committee/FY 2016 - Lobbied to protect funding levels for various programs serving seniors and in support of consumer protection agencies.
H.R. 2578, Commerce, Justice and Science Appropriations Committee/FY 2016 - Lobbied for funding for various programs and agencies serving seniors.
H.R. 2822, Dep't of Interior and Environment Appropriations/FY 2016 - Lobbied in opposition to inclusion of riders restricting equal access to justice and in support of weatherization programs.
Agriculture, Rural Development and related agencies, Appropriations Committee/FY 2016 - Lobbied to protect funding for nutrition and housing assistance programs for seniors.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Certner |
|
|
|
Joyce |
Rogers |
|
|
|
Nancy |
LeaMond |
|
|
|
Beverly |
Gilyard |
|
|
|
Shannon |
Russell |
|
|
|
Blake |
Kelly |
|
|
|
Denise |
DeMichele |
|
|
|
Timothy |
Gearan |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Dawit |
Kahsai |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code HCR
16. Specific lobbying issues
Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to expand Medicaid.
Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations, and other CMS demonstration initiatives. (no bill)
S. 192, Older Americans Act - Discussed Older Americans Act reauthorization legislation.
Discussed employer wellness programs and the ACA. (no bill)
Discussed the Removing Barriers to Colorectal Cancer Screening Act. (no bill)
Responded to inquiry regarding marketplaces. (no bill)
Made inquiry related to the Advisory Council on Alzheimer's, Research, Care and Services. (no bill)
H.R.1270, The Restoring Access to Medications Act - Discussed bill with Hill staffers.
H.R. 2, Medicare Access and CHIP Reauthorization Act of 2015 - Discussed Sustainable Growth Rate with Hill staffers.
Discussed Medicare Supplemental Insurance with Hill staffers. (no bill)
Discussed the Affordable Care Act with Hill staffers. (no bill)
Discussed Medicare Advantage with Hill staffers. (no bill)
S.Con.Res.11, Budget Resolution, FY 2016 - Lobbied to protect various programs serving Americans age 50 and above, including employment training, health and human services, and energy assistance for seniors, the disabled and other low-income assistance.
S. 1695, Labor, HHS, Education and related agencies, Approrpiations Committee/FY2016 - Lobbied to protect various health care, supportive services and nutrition programs serving seniors.
H.R.2570, Strengthening Medicare Advantage through Innovation and Transparency for Seniors of 2015 - staff discussions.
H.R.2581, Preservation of Access for Seniors in Medicare Advantage Act of 2015 - staff discussion.
H.R.588, Medicare Beneficiary Preservation of Choice Act of 2015 - staff discussions.
Sent email communication about AARP paper on generic drug prices.
Sent email communication on the 21st Century Cures legislation.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Centers For Medicare and Medicaid Services (CMS), Health & Human Services - Dept of (HHS)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Kenneth |
Hertz |
|
|
|
Ariel |
Gonzalez |
|
|
|
Joyce |
Rogers |
|
|
|
David |
Certner |
|
|
|
Nancy |
LeaMond |
|
|
|
Margaret |
Randolph |
|
|
|
Rhonda |
Richards |
|
|
|
Andrew |
Schwab |
|
|
|
Beverly |
Gilyard |
|
|
|
Shannon |
Russell |
|
|
|
Blake |
Kelly |
|
|
|
Denise |
DeMichele |
|
|
|
Timothy |
Gearan |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Deborah |
Chalfie |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code FAM
16. Specific lobbying issues
Discussed proposal for a national strategy to support family caregivers. (no bill)
Discussed proposed tax credit for family caregivers. (no bill)
Discussed a national caregiving summit. (no bill)
S.192, Discussed support for Older Americans Act Reauthorization Act.
Urged joining the Assisting Caregivers Today (ACT) Caucus. (no bill)
H.R. 2668, Discussed National Care Corps Act and status of reintroduction.
Discussed hosting CMS Family Caregiving Meeting and possible dates. (no bill)
Discussed needs of military and veteran family caregivers. (no bill)
Lobbying to secure a bipartisan Social Security Disability Insurance funding solution in 2015.
S. 1695, Labor, HHS, Education and related agencies, Appropriations Committee/FY 2016 - Lobbied to protect Older Americans Act program funding.
Shared invitations for family caregiving forum (ACL, CMS, VA, House and Senate).
Discussed participation of Members of Congress in national forum on family caregiving. (no bill)
Signed and sent group letter of support for the ACT Caucus to the Co-Chairs.
Discussed ACT Caucus at CMS quaterly caregiving meetings (CMS, VA, NIH, AHRQ, CDC).
Attended WHCOA forum on family careigivng (Domestic Policy Council, CMS, ACL, DOL, NIH, OPM).
Discussed caregiving in the US report and Hill briefing with Hill staff (no bill).
Responded to request for possible attendees for WHCOA event.
Discussed grandparents caring for grandchildren. (no bill)
Discussed multicultural caregivers with NIH and VA. (no bill)
Made inquiry regarding national strategy to support caregivers (HHS, ACL).
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Veterans Affairs - Dept of (VA), Social Security Administration (SSA), Health & Human Services - Dept of (HHS), Centers For Medicare and Medicaid Services (CMS), Agency for Healthcare Research & Quality (AHRQ), Natl Institutes of Health (NIH), Centers For Disease Control & Prevention (CDC)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Margaret |
Randolph |
|
|
|
Ariel |
Gonzalez |
|
|
|
David |
Certner |
|
|
|
Joyce |
Rogers |
|
|
|
Nancy |
LeaMond |
|
|
|
Beverly |
Gilyard |
|
|
|
Shannon |
Russell |
|
|
|
Blake |
Kelly |
|
|
|
Denise |
DeMichele |
|
|
|
Timothy |
Gearan |
|
|
|
Rhonda |
Richards |
|
|
|
Winifred |
Quinn |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code MMM
16. Specific lobbying issues
H.R.2, Medicare Access and CHIP Reauthorization Act of 2015 - Advocated for changes to budget offsets and for Medicare beneficiary protections. Discussed Medicare Physician payment/SGR reform legislation and health care extenders.
Discussed the Protecting the Integrity of Medicare Act. (no bill)
Discussed the Medicare Part D prescription drug benefit program and changes needed to further lower prescription drug costs and related agency proposed rule changes. (no bill #)
Discussed legislation (no bill #) to require drug manufacturers to provide rebates for drugs provided to Medicare Part D low-income subsidy beneficiaries, including those who are dually eligible for Medicare and Medicaid. House and Senate
S.1488/H.R.2624, Discussed the Part D Beneficiary Appeals Fairness Act, a bill that would allow seniors to appeal the placement of their medications on a Medicare Part D specialty tier. Discussed Medicare Part D fraud and abuse legislation including lock-in provisions for high risk enrollees. (no bill #)
Discussed legislation to require drug manufacturers to provide rebates for drugs provided to Medicare Part D low-income subsidy beneficiaries, including those who are dually eligible for Medicare and Medicaid. (no bill)
Discussed pending U.S.Trade agreement negotiations on the Trans Pacific Partnership and their potential impact on prescription drug access and affordabillity.(no bill)
H.R.919/S.522, Childrens's Health Insurance Program - Discussed Children's Health Insurance Program (CHIP) extension.
Discussed Medicare coverage of hearing aids. (no bill)
S.843/H.R.1571, Improving Access to Medicare Coverage Act - Discussed the bill. Signed letter urging cosponsorship of the bill and supported the bill in Aging Committee statement. Discussed PPI observation paper with Senate Aging Committe staff.
H.R.1470,SGR Repeal and Medicare Provider Payment Modernization Act of 2015 - Advocated for greater beneficiary protections.
H.R.605/S.275, Home Infusion Site of Care Act - Sent letter of endorsement.
S. 861/H.R. 818, Preventing and Reducing Improper Medicare and Medicaid Expenditures (PRIME)Act - Sent letter of endorsement.
S.1349/H.R.876, Notice of Observation Treatment and Implication for Care Eligibility (NOTICE)Act - Sent letter of endorsement.
Discussed changes to the Medicare benefit design, such as copays, premiums, and deductibles.(no bill)
Discussed Medicare health information technology, data transparency, and Qualifying Entities. (no bill)
Discussed health care quality and measurement. (no bill)
S. 1695, S.Con.Res. 11, Budget Resolution, Labor, HHS, Education and related agencies, Appropriations Committee/FY 2016 - Lobbied to protect vital health and social services programs, and to prevent repeal of certain financial and healthcare related legislation.
Wrote letter to CMS about Louisiana Medicaid and including nursing homes in managed LTSS.
Wrote letter to HHS urging response and questions in Davis v. Shah case.
Wrote letter to HHS in support of Medicaid reimbursement of advance care planning services and payment for these codes in 2016.
Shared PPI observation paper with House and Senate staff, CBO, MedPac, and CMS Office of the Actuary.
Discussed structural changes to Medicaid. (no bill)
S. 1549, Care Planning Act - Sent letter of endorsement and provided feedback on bill and quote for press release. The bill provides for advanced illness care coordination services. Submitted Statement for the Record for Senate Aging Committee hearing on observation, discussed observation, and the two midnight.
Wrote letter to Senate Finance Committee with recommendations on chronic care.
Discussed Personalize your Care Act Advance Care planning bill (no bill #).
S. 704, Discussed feedback on the Community-based Independence for Seniors Act to establish a Medicare demonstration program to provide LTSS to certain seniors.
Inquired regarding the Balancing Incentive Payments Program (no bill #).
Discussed community care program with CMS.
Inquired regarding Medicaid estate recovery with CMS.
Discussed technology and aging in place, including AARP comments on net neutrality. (no bill #)
Extended invitation and discussed Medicaid managed LTSS and family caregiving, including Medicaid managed care regulations with CMS and ACL (no bill).
Inquired to CMS regarding WI dual eligibles and family care (no bill).
Discussed family caregiver assessment in Medicaid home and community-based services with CMS (no bill #).
Discussed LTSS financing options with HHS ASPE. (no bill)
Discussed the SAVE Medicare Homoe Health Act.
Drafted comment letter on Medicare and chronic care for Senate Finance committee.
S. 192, Discussed Older Americans Act reauthorization legislation.
Discussed nutrition programs including the Supplemental Nutrition Assistance Program (SNAP).
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Centers For Medicare and Medicaid Services (CMS), U.S. Trade Representative (USTR), Government Accountability Office (GAO), Health & Human Services - Dept of (HHS), Congressional Budget Office (CBO)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Kenneth |
Hertz |
|
|
|
Ariel |
Gonzalez |
|
|
|
David |
Certner |
|
|
|
Joyce |
Rogers |
|
|
|
Nancy |
LeaMond |
|
|
|
Margaret |
Randolph |
|
|
|
Rhonda |
Richards |
|
|
|
Andrew |
Scholnick |
|
|
|
Beverly |
Gilyard |
|
|
|
Shannon |
Russell |
|
|
|
Blake |
Kelly |
|
|
|
Denise |
DeMichele |
|
|
|
Timothy |
Gearan |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Andrew |
Schwab |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code PHA
16. Specific lobbying issues
H.R.6, Discussed the House Energy and Commerce Committee 21st Century Cures Initiative and Senate HELP Committee efforts focused on drug and medical device innovation issues.
Discussed the importance of potential savings to both consumers and the federal government of granting Secretarial negotiating authority to the HHS Secretary under Medicare Part D. (no bill #)
Discussed legislation to address pay-for-delay agreements used by drug manufacturers to block lower cost drugs from entering the market.
Discussed the exclusivity period for biologic drugs. (no bill #)
Discussed biologic drug issues including implementation of the new approval pathway for biosimilar drugs.
Discussed other prescription drug issues and potential legislation on drug importation and least costly alternative payment for Part B drugs. (no bill #)
Discussed the need for data transparency on prescription drug prices and comparativeness effectiveness research.
S. 1137/Hr.9, Discussed patent reform legislation (S. 1137, the PATENT Act and H.R. 9, Innovation Act) and related provisions on the Patent and Trademark Office inter partes review (IPR) process and proposed exemptions for brand name drug patents.
Discussed pending negotiations on the Trans Pacific Partnership (TPP) trade agreement and intellectual property chapter provisions on pharmaceuticals.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Food & Drug Administration (FDA), U.S. Trade Representative (USTR)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Kenneth |
Hertz |
|
|
|
Ariel |
Gonzalez |
|
|
|
David |
Certner |
|
|
|
Joyce |
Rogers |
|
|
|
Nancy |
LeaMond |
|
|
|
Beverly |
Gilyard |
|
|
|
Blake |
Kelly |
|
|
|
Denise |
DeMichele |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code GOV
16. Specific lobbying issues
Discussed increasing senior representation in CDC studies and supported public participation in samples. (no bill)
AARP opposed House/Senate proposals to cut SNAP and Health Disparities interventions. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Certner |
|
|
|
Joyce |
Rogers |
|
|
|
Nancy |
LeaMond |
|
|
|
Beverly |
Gilyard |
|
|
|
Shannon |
Russell |
|
|
|
Blake |
Kelly |
|
|
|
Denise |
DeMichele |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code LBR
16. Specific lobbying issues
Communicated with Department of Labor on minimum wage and overtime for home care workers and related litigation.
Met with Senate staff regarding support for bill to restore legal standards on employment discrimination. (no bill)
Met with EEOC Commissioner and staff regarding employer-sponsored wellness programs.
Discussed the legal challenges to recent regulations requiring minimum wage and overtime pay for home care workers. (no bill)
Met with Senate staff regarding paid sick leave and paid family and medical leave.
Met with OIRA staff regarding Fair Pay Safe Workplaces Executive Order.
H.R. 548, H.R. 549, H.R. 1189, Communicated with committees regarding EEOC enforcement authority and activities.
S. 1695, Labor, HHS, Education and related agencies, Appropriations Committee/FY 2016 - Lobbied to prevent inclusion of riders which would prevent agency enforcement of employment benefits and protections.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL), Equal Employment Opportunity Commission (EEOC), Office of Management & Budget (OMB)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Rhonda |
Richards |
|
|
|
Ariel |
Gonzalez |
|
|
|
David |
Certner |
|
|
|
Joyce |
Rogers |
|
|
|
Nancy |
LeaMond |
|
|
|
Beverly |
Gilyard |
|
|
|
Shannon |
Russell |
|
|
|
Blake |
Kelly |
|
|
|
Denise |
DeMichele |
|
|
|
Deborah |
Chalfie |
|
|
|
Cristina |
Martin-Firvida |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code WEL
16. Specific lobbying issues
Lobbied to protect funding for low income nutrition and SSBG. (no bill)
Lobbied against cuts to SNAP. (no bill)
Discussed the Older Americans Act, SNAP, and LIHEAP. (no bill)
Discussed AARP's opposed re-opening any portion of the enacted 2014 Farm Bill. (no bill)
S.Con.Res.11, Budget Resolution, S. 1695, Labor, HHS, Education and related agencies, Appropriations Committee/FY 2016 - Lobbied to prevent needs based energy, nutrition and social services support programs.
S. 1695, Labor, HHS, Education and related agencies, Appropriations Committee/FY 2016 - Lobbied to prevent inclusion of policy riders which would restrict agency rulemaking regarding DOL conflict of interest rule and to protect funding for SSA operations.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Ariel |
Gonzalez |
|
|
|
David |
Certner |
|
|
|
Joyce |
Rogers |
|
|
|
Nancy |
LeaMond |
|
|
|
Beverly |
Gilyard |
|
|
|
Denise |
DeMichele |
|
|
|
Timothy |
Gearan |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Rhonda |
Richards |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code CIV
16. Specific lobbying issues
Discussed AARP opposition to requiring additional information of voter registrants under NVRA. (no bill)
Discussed AARP opposition to unnecessary citizenship documentation of registrants.(no bill)
Discussed supporting the right to vote amendment. (no bill)
Discussed AARP opposition to conduct of Elections bills that would terminate the Election Assistance Commission. (no bill)
Sent letter of endorsement on the Voting Rights Act Amendment. (no bill)
Met with Senate staff regarding support for legislation to restore legal standards on employment discrimination. (no bill)
Met with OIRA staff regarding Fair Pay and Safe Workspaces Executive Order.
H.R.548, H.R. 549, H.R. 550, H.R. 1189, Communicated with House and Senate Committees regarding EEOC enforcement authority and activities.
Met with EEOC Commissioner and staff regarding employer-sponsored wellness programs.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Equal Employment Opportunity Commission (EEOC), Office of Management & Budget (OMB)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
David |
Certner |
|
|
|
Joyce |
Rogers |
|
|
|
Nancy |
LeaMond |
|
|
|
Shannon |
Russell |
|
|
|
Denise |
DeMichele |
|
|
|
Deborah |
Chalfie |
|
|
|
Cristina |
Martin-Firvida |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code RET
16. Specific lobbying issues
Discussed potential DOL and SEC fiduciary duty rules. (no bill)
Discussed industry user fees as a method to fund the periodic examination of registered investment advisors. (no bill)
Lobbied in favor of the DOL moving forward with a rulemaking to eliminate conflicts of interest in financial advice provided to individulas saving for their retirment in an ERISA plan. (no bill)
Lobbied in favor of the Administration supporting state-based retirement savings solutions. (no bill)
Sent letter to Members of Congress on the Social Security rules change in the House Budget Resolution. (no bill)
Sent letters to House Ways and Means and Senate Budget committees on SSDI reallocation. (no bill)
Met with Senate staff on Social Security, SSDI and retirement security issues, multiemployer pension issues, fiduciary duty issues and retirement fees.
S. 245, Automatic IRA Act of 2015 - Met with Senate staff on the Automatic IRA Act of 2015.
Met with House staff on SSDI and SSDI related budget issues, multiemployer pensions, and retirement issues. (no bill)
Met with Treasury Department staff on MyRA. (no bill)
Met with PBGC staff on multiemployer pensions and other retirement plan issues. (no bill)
Met with Treasury, DOL, and PBGC staff on multiemployer pensions. (no bill)
Discussed state retirement issues with DOL and White House staff. (no bill)
Met with SSA staff about Social Security Administration issues. (no bill)
Met with PBGC Participant Advocate about retirement issues. (no bill)
S.Con.Res.11/H.Con.Res.27, Budget Resolution, FY2016 - Lobbied to prevent inclusion of any Social Security, Medicare and Medicaid cuts.
Lobbied to enhance SSA program integrity funding without compromising SSA service delivery for all earned benefits. (no bill)
Discussed measures to increase pension coverage and improve retirement savings. (no bill)
H.R. 5306, Discussed Social Security 2100 Act.
Discussed DOL Conflict of Interest rule with Dep't of Treasury staff.
Met with Treasury, OIRA and OMB in support of DOL Conflict of Interest proposal (no bill).
Sent letters to DOL, Members of Congress and House Education and Workforce Commmittee in support of DOL Conflict of Interest proposal.
Briefed staff for the Senate Financial Serivces Committee and the House Financial Services, Education and Workforce Committee on DOL Conflict of Interest rulemaking.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL), Securities & Exchange Commission (SEC), White House Office, Treasury - Dept of, Office of Management & Budget (OMB)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Mary |
Wallace |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Joyce |
Rogers |
|
|
|
David |
Certner |
|
|
|
Nancy |
LeaMond |
|
|
|
Beverly |
Gilyard |
|
|
|
Blake |
Kelly |
|
|
|
Denise |
DeMichele |
|
|
|
Shannon |
Russell |
|
|
|
Deborah |
Chalfie |
|
|
|
Michele |
Varnhagen |
|
|
|
Timothy |
Gearan |
|
|
|
Dawit |
Kahsai |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code FIN
16. Specific lobbying issues
H.R.1090, Retail Investor Protection Act - Sent letter in opposition to the Retail Investor Protection Act.
Met with SEC staff and Chair to discuss imposing a fiduciary duty on borker/dealers. (no bill).
Met SEC staff to discuss industry user fees as a method to fund the periodic examination of registered investment advisors. (no bill)
Met with DOL and Administration staff to discuss updating the fiduciary standard under ERISA. (no bill)
Discussed regulatory reform with Senate Banking Committee staff. (no bill)
Discussed potential SEC and DOL fiduciary duty rules with Senate Banking Committee staff. (no bill)
AARP testified before the SEC on the need to update the definition of accredited investor. (no bill)
AARP testified before the SEC on the FINRA "CARDS" proposal. (no bill)
AARP testified on the DOL fiduciary rule proposal. (no bill)
Discussed insider trading issue with Congressional staff. (no bill)
S.Con.Res. 11, Budget Resolution, FY 2016 - Lobbied to prevent delay in DOL and SEC rulemaking on fiduciary duty.
Financial Services and General Government Appropriation, 2016 - Lobbied to prevent delay in rulemaking on fiduciary duty and against efforts to subject CFPB from annual appropriations review.
Discussed elder fraud and abuse and telemarketing fraud with Senate Aging Committee staff.
Discussed regulatory reform with Senate staff. (no bill)
S. 1695, Labor, HHS, Education and related agencies, Appropriations Committee/FY 2016 - Lobbied to protect funding levels for consumer and investor protection agencies and to prevent inclusion of policy riders which would delay rulemaking on the DOL Conflict of Interest rule.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Securities & Exchange Commission (SEC), Labor - Dept of (DOL)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Mary |
Wallace |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Joyce |
Rogers |
|
|
|
David |
Certner |
|
|
|
Nancy |
LeaMond |
|
|
|
Timothy |
Gearan |
|
|
|
Rhonda |
Richards |
|
|
|
Ariel |
Gonzalez |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code CSP
16. Specific lobbying issues
Sent comment letter to CFPB on proposed Language Access Plan, Docket CFPB-2014-22
Sent comment letter to CFPB on Amendments to Mortgage Rules, Docket CFPB-2014-33
Sent comment letter to CFPB on Electronic Funds Transfer (Regulation E) relating to prepaid cards, Docket CFPB-2014-31.
S.Con.Res.11, Budget Resolution, FY 2016 - Lobbied to protect funding for SEC, CFIC and CFPB consumer protection programs.
Met with Senate staff on consumer protection issues, financial scams and fraud (no bill).
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Mary |
Wallace |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Joyce |
Rogers |
|
|
|
David |
Certner |
|
|
|
Nancy |
LeaMond |
|
|
|
Shannon |
Russell |
|
|
|
Timothy |
Gearan |
|
|
|
Dawit |
Kahsai |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TRA
16. Specific lobbying issues
Discussed transportation issues for the reauthorization of MAP-21. AARP interests include increasing safe access and funding for transportation options for older adults and people of all ages; specifically public transportation (including rural, senior and disabled, and human services), and non-motorized transportation. AARP interests also include older driver and pedestrian safety, including roadway planning and design to accommodate all users; and strengthening the connections between transportation and land use planning. (no bill)
Discussed Safe Streets Act to ensure that new or improved federally-funded roadways are planned, designed, operated and maintained to safely accommodate all users. (no bill)
Discussed Rural Transportation in support for increased access for rural older adults. (no bill)
Discussed Human services transportation coordination in support for strengthening human services transportation coordination. (no bill)
H.R. 479, Amendment to House Passenger Rail bill, regarding including non-motorized users, including wheelchairs, in the Amtrak Inspector General report on boarding procedures.
DOT Federal Transit Administration Circular Guidelines on Americans with Disability Act Compliance - Filed comments to Federal Register docket in support for clear and effective guidance to transit agencies to comply with the ADA. (no bill)
Discussed pedestrian safety in support for DOT initiative to increase safety for non-motorized users. (no bill)
National Center on Senior Transportation - Sent letter in support for continued funding. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Transportation - Dept of (DOT), Federal Transit Administration (FTA)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Debra |
Alvarez |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Joyce |
Rogers |
|
|
|
David |
Certner |
|
|
|
Nancy |
LeaMond |
|
|
|
Shannon |
Russell |
|
|
|
Blake |
Kelly |
|
|
|
Denise |
DeMichele |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TAX
16. Specific lobbying issues
Discussed the Medical Expense Tax Deduction. (no bill)
H.R.1397/S.716, Seniors Tax Simplication Act - Discussed legislation regarding the bill.
Discussed proposed tax credit for family caregivers to House and Senate staff.
Write letter to Senate Finance Committee on AARP health-related tax priorities.
Discussed aging in place tax credit. (no bill #)
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Andrew |
Schwab |
|
|
|
Ariel |
Gonzalez |
|
|
|
Joyce |
Rogers |
|
|
|
David |
Certner |
|
|
|
Nancy |
LeaMond |
|
|
|
Beverly |
Gilyard |
|
|
|
Shannon |
Russell |
|
|
|
Denise |
DeMichele |
|
|
|
Rhonda |
Richards |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TEC
16. Specific lobbying issues
Filed comment letter on the Internet Protocol transition technology. (no bill)
Met with FCC to highlight priorities in 2015 in the CGB's jurisdiction including 911/public safety and IP transition issues. (no bill)
Discussed possible strategies to support Lifeline. (no bill)
Attended FCC meeting on Wireless E911 Location Accuracy Requirements. PS Docket No.07-114
Attended FCC meeting on Protecting and Promoting the Open Internet. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Federal Communications Commission (FCC)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Dawit |
Kahsai |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
David |
Certner |
|
|
|
Joyce |
Rogers |
|
|
|
Nancy |
LeaMond |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TRD
16. Specific lobbying issues
Discussed pending negotiations on the Trans Pacific Partnership (TPP) trade agreement and intellectual property chapter provisions on pharmaceuticals.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, U.S. Trade Representative (USTR)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
KJ |
Hertz |
|
|
|
Ariel |
Gonzalez |
|
|
|
David |
Certner |
|
|
|
Joyce |
Rogers |
|
|
|
Nancy |
LeaMond |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
Address |
|
||||||
City |
|
State |
|
Zip Code |
|
Country |
|
21. Client new principal place of business (if different than line 20)
City |
|
State |
|
Zip Code |
|
Country |
|
22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
|
|
||||||||
1 |
|
3 |
|
||||||
2 |
|
4 |
|
ISSUE UPDATE
24. General lobbying issue that no longer pertains
|
|
|
|
|
|
|
|
|
AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
Name | Address |
Principal Place of Business (city and state or country) |
||||||||||||
| ||||||||||||||
|
26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
| ||||||||||||||
|
% |
28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
1 | 3 | 5 |
2 | 4 | 6 |