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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 1250 H St. NW Suite 650 |
Address2 |
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City | Washington |
State | DC |
Zip Code | 20005 |
Country | USA |
3. Principal place of business (if different than line 2)
City | Chicago |
State | IL |
Zip Code | 60606 |
Country | USA |
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5. Senate ID# 401103642-12
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6. House ID# 429120001
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TYPE OF REPORT | 8. Year | 2018 |
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 |
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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. | ||||||||
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: Mary E Goldsmith |
Date | 1/18/2019 4:30:45 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 RES
16. Specific lobbying issues
Implementation, funding and board establishment for the Federal Asset & Sale Transfer Act of 2016 - H.R. 4465. Passage of corollary legislation -H.R. 7318 (pilot start date changed to inception of board) and H.R. 7319 (sale leaseback provision)
H.R. 6194 - REAL reform Act of 2018- to reduce costs of federal real estate, improve building security and for other purposes.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, General Services Administration (GSA), 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 |
Mary |
Goldsmith |
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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 ACC
16. Specific lobbying issues
S. 2269- Government Transformation Act of 2015
This bill establishes the Government Transformation Board, which shall:
review programs and conduct research to determine whether the organizational practices, operations, and reform efforts of federal agencies are useful, duplicative, efficient, effective, and economical;
develop and maintain approved criteria for the selection, prioritization, and scheduling of such reviews;
analyze organizational practices and management challenges of federal agencies;
identify best practices of federal agencies and opportunities for such agencies to share methods, tools, systems, and technologies;
coordinate input from appropriate federal agencies and provide opportunities for the Board to accept ideas on improving government performance;
upon request, provide information on Board activities to the Government Accountability Office, the Congressional Budget Office, the Office of Management and Budget, other federal agencies, the Office of the Inspector General of each federal agency, and specified congressional committees;
conduct post-transformation follow-up reviews;
serve as a repository for best practices and successful processes, systems, and technologies for federal agencies;
provide training and education to federal employees who are on detail to the Board about program improvement, government transformation, efficiency, and effectiveness;
review program assessments performed by federal agencies; and
maintain data privacy and security.
The Board shall submit semiannual reports on its activities, including its suggestions for implementing the best practices of federal agencies and recommendations for improvement or investment in federal programs or elimination, reduction, or consolidation of federal programs.
The Board shall submit: (1) specific recommendations, after completion of a program assessment, for the improvement of the effectiveness, efficiency, and economy of the program; and (2) biannual reports on historical data and trends in the information studied by the Board.
The Board shall terminate on September 30 of the sixth fiscal year beginning after enactment of this Act.
The bill provides for expedited congressional consideration of legislation to implement Board recommendations.
17. House(s) of Congress and Federal agencies Check if None
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 |
Tracey |
Walker |
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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 FIN
16. Specific lobbying issues
General Issues:
1. Dodd Frank compliance - section 342
2. Housing & Economic Recovery Act (HERA) of 2008 compliance
Monitored discussions related to accounting regulations Monitored reforms to Dodd-Frank Wall Street Reform and Consumer Protection Act and Sarbanes-Oxley Act
17. House(s) of Congress and Federal agencies Check if None
Consumer Financial Protection Bureau (CFPB), Government Accountability Office (GAO)
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 |
Tracey |
Walker |
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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 LBR
16. Specific lobbying issues
S. 924 - National Security Diversity & Inclusion Workforce Act of 2017. The bill requires each national security agency to make available to the public, appropriate congressional committees, and the national security agency workforce a report on its diversity and inclusion efforts. the bill defines "diversity" as diversity of persons based on gender, race, ethnicity, disability status, veteran status, sexual orientation, gender identity, national origin and other demographic categories.
Issues related to innovation and governance. Government transformation, consolidation and planning
17. House(s) of Congress and Federal agencies Check if None
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 |
Tracey |
Walker |
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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 BAN
16. Specific lobbying issues
General issue: Servicing assets
Issues impacting the accounting and auditing profession and clients relative to Accounting diversity and inclusion compliance; Reforms to Dodd-Frank Wall Street Reform (Sec. 242) and Consumer Protection Act and Sarbanes-Oxley Act S.2155, Economic Growth, Regulatory Relief, and Consumer Protection Act, Formation agent and related beneficial ownership issues; Independence of accounting standard setting.
US Senate Credit Union Supervisory Committee discussions
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Government Accountability Office (GAO), Consumer Financial Protection Bureau (CFPB)
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 |
Tracey |
Walker |
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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 HOU
16. Specific lobbying issues
H.R. 5352 - Rural Housing Preservation Act of 2018
- decoupling of the 515 portfolio
General issues:
1. Rural Development appropriations and policy concerns including underwriting, servicing, reorganizations, centralizing staff, etc.
17. House(s) of Congress and Federal agencies Check if None
Agriculture - Dept of (USDA), 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 |
Goldsmith |
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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 GOV
16. Specific lobbying issues
H.R. 3019 Promoting Value Based Procurement Act of 2017
To require executive agencies to avoid using lowest price technically acceptable source selection criteria in certain circumstances, and for other purposes.
17. House(s) of Congress and Federal agencies Check if None
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 |
Goldsmith |
RSM |
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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:
Name | Address |
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 |