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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 10 G STREET, NE, #600 |
Address2 | |
| City | WASHINGTON |
State | DC |
Zip Code | 20002 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 27467-12
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6. House ID# 303670000
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| TYPE OF REPORT | 8. Year | 2012 |
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 | |||||||||
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| 12. Lobbying | 13. Organizations | ||||||||
| INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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| 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. | ||||||||
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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 |
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| Signature | Digitally Signed By: Max Richtman, President and CEO |
Date | 01/17/2013 |
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
President of the U.S. Fiscal Year (FY) 2013 Budget. (No bill): proposals for the Federal budget for the upcoming fiscal year including provisions pertaining to funding the Social Security Administration (SSA), Medicare, Older Americans Act programs, and Low Income Home Energy Assistance Program.
FY 2013 Budget of the U.S. H.Con.Res. 112, S.Con.Res. 37, S.ConRes. 41, S.Con.Res. 42 and S.Con.Res. 44: proposals for the FY 2013 budget including provisions pertaining to SSA administrative funding, Medicare, Medicaid, Older Americans Act programs, and Low Income Home Energy Assistance Program.
Simpson-Bowles Commission Recommendations. H.Amdt. 1001 to H.Con.Res. 112: proposal utilizing the Simpson-Bowles Commission recommendations for establishment of the budget for FY 2013 and to set forth the budgetary levels for FY 2014 through FY 2022.
Labor, Health and Human Services, and Education, and Related Agencies Fiscal Year 2013 Appropriations. DHAPPS1308 (Draft Bill): provisions appropriating funds for Older Americans Act programs, elderly falls prevention, and SSA administrative expenses.
Continuing Appropriations Resolution, 2013. H.J.Res. 117 (P.L. 112-175): provisions making continuing appropriations for fiscal year 2013, including appropriations for Social Security Administration administrative funding.
Budget Control Act of 2011/Sequestration. S.J.Res. 34 (P.L. 112-25): provisions outlining deficit reduction, including a sequestration mechanism requiring automatic spending reductions.
"Fiscal Cliff." (No bill): proposals affecting Social Security, Medicare, Medicaid and other safety net programs in order to extend the "Bush Era Tax Cuts" (P.L. 107-16, P.L. 108-27), countermand the sequestration provision of P.L. 112-25, and raise the nation's statutory debt limit.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, President of the U.S., Vice President of the U.S., Treasury - Dept of, Executive Office of the President (EOP), Office of Management & Budget (OMB), Natl Economic Council (NEC)
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 |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Michael |
Kibler |
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Brenda |
Sulick |
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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
Medicare Benefit Redesign. (No Bill): proposals for providing a catastrophic cap on Medicare out-of-pocket spending to be paid for by a surcharge on private Medigap policies and employer-provided retiree health benefits.
Medicare Drug Savings. S. 1206, H.R. 2190: provisions extending the application of Medicaid drug rebates to prescription drugs paid for by Medicare and used by people eligible for both Medicare and Medicaid (dual-eligibles), and by people receiving the Medicare Part D Low-Income Subsidy.
Medicare Home Health Benefits. (No bill): proposals pertaining to copayments for beneficiaries receiving the Medicare home health benefit.
Medicare Income-relating. (No bill): proposals to increase the cost of Medicare to higher-income beneficiaries.
Medicare Eligibility Age (No Bill): proposals to increase the Medicare eligibility age.
Medicare Parts C and D. P.L. 110-275, P.L. 108-173: implementation of regulations and issuance of guidance relating to beneficiary eligibility, enrollment, and effectiveness of exceptions and the appeals processes under Medicare Parts C and D.
Medicare Part D Negotiation of Drug Prices. S. 31, S. 44, S. 560, H.R. 999, H.R. 6392: proposals to create a Medicare-operated prescription drug plan, allowing or requiring the Secretary of the Department of Health and Human Services to negotiate price concessions from pharmaceutical manufacturers for drugs purchased under the Part D program.
Medicare Supplemental Health Insurance. (No bill): proposals to increase costs for Medicare beneficiaries who purchase Medigap insurance.
Medicare Physician Fees. (P.L. 112-240): proposal to maintain current levels of physician fees under Part B.
Comprehensive Health Care Reform. P.L. 111-148, P.L. 111-152: implementation of the provisions reducing Medicare Advantage plan payments; reducing the Part D coverage gap; requiring higher income Medicare beneficiaries to pay an increased share of Medicare Parts B and D premium costs; expanding benefits for low-income beneficiaries under the Medicare Savings Programs and the Part D Low-Income Subsidy (LIS); improving the process for reassigning LIS beneficiaries to new plans; expanding coverage of prevention services; establishing a Medicare Commission; providing expanded Medicaid coverage for home and community-based services; authorizing the collection of data regarding disparities in the provision of care; providing safeguards and subsidies to assure affordability of health coverage for seniors.
Center for Medicare and Medicaid Innovation. (No bill): proposals related to the planning for the Center for Medicare and Medicaid Innovations, and the approach the Center will take to test innovative payment and service delivery models to reduce program expenditures, while preserving or enhancing the quality of care for Medicare, Medicaid and CHIP beneficiaries.
Federal Coordinated Health Care Office (Medicare-Medicaid Coordination Office). (No bill): proposals related to the activities of the Federal Coordinated Health Care Office intended to improve the quality of care for recipients who receive benefits from both Medicare and Medicaid, e.g, dual-eligibles.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Health & Human Services - Dept of (HHS), Executive Office of the President (EOP), Centers For Medicare and Medicaid Services (CMS), Administration on Aging
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 |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Michael |
Kibler |
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Brenda |
Sulick |
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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
Consumer Price Index for Elderly Consumers. H.R. 798, H.R. 776, H.R. 456, S. 1876: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living increases (COLA) for Social Security benefits.
Chained CPI (No bill): proposal to replace the current index used to calculate the Social Security COLA with a chained CPI.
Social Security Privatization. H.R. 2109, H.R. 2889: proposals to convert Social Security to a system of private investment accounts.
Social Insurance Protection. H.Res. 733: provisions declaring that any agreement to replace the Budget Control Act of 2011 should not cut Medicare, Medicaid or Social Security benefits, but should contain revenue increases.
Social Security Benefits. S. 1213, S. 804: provisions requiring progressive indexing, modifying COLAs, and increasing the Social Security retirement age.
Social Security Payroll Tax Holiday Extension. (No Bill): proposals extending the payroll tax holiday beyond calendar year 2012.
Annual Social Security Statements. S. 3295: options to modify the Social Security Administrations decision suspending the production and mailing of individual Social Security Statements.
Raising the Payroll Tax Cap. S. 2252: provisions raising the amount of wages subject to payroll taxes.
Social Security Mandatory Direct Deposit. (No bill): proposals to modify the Administrations mandate that federal benefit recipients receive benefits via direct deposit.
Womens Social Security Improvements and Protections. (No bill): proposals to safeguard and improve benefit equity for women, including improving survivor benefits; providing Social Security credits for caregiving; enhancing the special minimum benefit; equalizing rules for disabled and working widows; restoring student benefits; improving benefits for disabled children; strengthening the COLA; increasing the basic benefit; and equalizing benefits for same-sex married couples.
Social Security Equality. H.R. 4609: provisions requiring Social Security Administration to recognize legal partnerships for the purposes of survivor, retirement and other benefits.
Social Security Administration Commissioner and Deputy Commissioner Appointments. (No Bill): issues surrounding the impending leadership transition at the Social Security Administration.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Vice President of the U.S., Administration on Aging, Social Security Administration (SSA)
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 |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Michael |
Kibler |
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Brenda |
Sulick |
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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
Extension of Bush Era Tax Cuts. S. 3412, H.R. 8, H.Amdt. 1473 (H.R. 8): proposals to extend the Bush era tax cuts (P.L. 107-16, P.L. 108-27) to the first $250,000 of household income.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
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 |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Michael |
Kibler |
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Brenda |
Sulick |
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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
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21. Client new principal place of business (if different than line 20)
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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
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
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Principal Place of Business (city and state or country) |
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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 | ||||||||||
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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 |