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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 | 2014 |
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. | ||||||||
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: Max Richtman, President and CEO |
Date | 04/15/2014 |
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) 2014 and 2015 Budgets. (No bill.) Proposals pertaining to funding the Social Security Administration (SSA); the Administration for Community Living (ACL); Medicare; Older Americans Act programs; the Medicaid Qualified Individual (QI) Program; the Low Income Home Energy Assistance Program; and a proposal to adopt the chained consumer price index (CPI) for the purpose of determining cost-of-living adjustments to the tax code and federal benefit programs,
including Social Security, military and federal civilian retirement, and Veterans programs.
FY 2015 Budget of the U.S. (No bill in 1st Quarter 2014.) Proposals for the FY 2015 budget including provisions affecting Social Security Administration administrative funding, Social Security benefits, Medicare, Medicaid, Veterans benefits, Older Americans Act programs and the Low Income Home Energy Assistance Program.
National Commission on Fiscal Responsibility and Reform Recommendations. (No bill.) Proposals to utilize the Simpson-Bowles Commission recommendations to establish the federal governments FY 2014 budget and to set forth the federal governments budgetary levels for FY 2015 through FY 2023.
Fiscal Year 2014 Omnibus Appropriations. H.R. 3547, the Consolidated Appropriations Act, 2014, P.L.113-76 (H.R. 2410, S. 1244, S. 1284): provisions appropriating funds for Older Americans Act programs; elderly falls prevention; Social Security Administration administrative expenses; nutrition programs, serving seniors; Bureau of Labor Statistics funding for research regarding the Consumer Price Index for elderly consumers (CPI-E); and directing the Social Security Administration to make service delivery improvements.
Budget Control Act of 2011. S. 388, the American Family Economic Protection Act: provisions eliminating the automatic spending reductions (sequestration) scheduled to occur under current law (P.L. 112-25) for 2013 and partially eliminating the reductions scheduled for 2014.
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., Executive Office of the President (EOP), Office of Management & Budget (OMB), Treasury - Dept of, 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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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 IMM
16. Specific lobbying issues
Immigration Reform. S. 744, The Border Security, Economic Opportunity and Immigration Modernization Act. S. Amdts. 1249 and 1317 to S. 744: provisions guaranteeing immigrants authorized to work as a result of immigration reform have access to all of their wages for the purpose of qualifying for Social Security benefits; ensuring reimbursement of the Social Security trust funds for costs associated with immigration reform; allowing lawfully present individuals who are working and paying all applicable taxes
access to federal safety net programs, particularly Medicare and Medicaid; and denying work-authorized immigrants their eligibility to receive credit toward future Social Security benefits for wages earned prior to being granted lawful presence.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Executive Office of the President (EOP)
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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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 LBR
16. Specific lobbying issues
Minimum Wage Increase. S. 1737, "Minimum Wage Fairness Act": provision related to raising the federal minimum wage from $7.25 to $10.10 by 2016.
Unemployment Compensation. S. 1859, "Tax Extenders Act of 2013": provisions related to extending expired jobless benefits.
17. House(s) of Congress and Federal agencies Check if None
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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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 to combine Part A and B deductibles along with a catastrophic cap on Medicare out-of-pocket spending to be paid for by increased out-of-pocket costs for Medicare beneficiaries.
Medicare Drug Savings. S. 740, H.R. 1588: provisions to extend 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 Premium Support. (No bill.) Proposals to privatize Medicare.
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 Part D Negotiation of Drug Prices. S. 117, S. 408, H.R. 1102, H.R. 928: 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 and Extenders. H.R. 2810, S. 1871, S. 2110, S. 2157: provisions relating to a permanent fix of the sustainable growth rate (SGR) formula used to determine physician fees under Part B; the extension the Qualified Individual (QI) program; and the therapy caps.
Medicare Physician Fees and Extenders. H.R. 4302 ( P.L.113-93): provisions pertaining to extending physician payments through March 2015; extending the Qualified Individual program through March 2015; and extending the therapy cap exceptions process through March 2015.
Medicare Observation Status. S. 569, H.R. 1179: legislation to count days in the hospital in observation status toward meeting the three-day prior hospitalization requirement for skilled nursing facility (SNF) care eligibility.
Medicare Fraud. H.R. 3616: legislation requiring an annual report to Congress and the public on health care fraud schemes targeted to seniors and steps being taken to combat such schemes and to educate seniors about them.
Medicare Advantage Payment Rate. (No bill). Proposals to decrease Medicare Advantage (MA) 2015 payment rates.
Medicare Advantage and Medicare Part D. (No bill). Contract Year 2015 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs: Proposals related to: Medicare Part D six protected drug classes, plan consolidation, oversight, drug price fairness, accuracy and affordability.
Comprehensive Health Care Reform. P.L. 111-148, P.L. 111-152: implementation of provisions reducing Medicare Advantage plan payments; 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); expanding coverage of prevention services; testing payment and delivery system reforms; establishing a Medicare Commission; providing expanded Medicaid coverage; authorizing the collection of data regarding disparities in the provision of care; providing safeguards and subsidies to assure affordability of health coverage for seniors.
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 receiving benefits from both Medicare and Medicaid, i.e, "dual-eligibles."
The Commission on Long-Term Care. (No bill). Proposals and recommendations made to Congress by the Long-Term Care Commission, established under Section 643 of the American Taxpayer Relief Act of 2012 (P.L. 112-240).
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), Centers For Medicare and Medicaid Services (CMS), Administration on Aging, Executive Office of the President (EOP)
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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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. 649, H.R. 1030, S. 308, S. 567, S. 1028, H.R. 3118: provisions establishing a consumer price index of elderly consumers (CPI-E) for the computation of cost-of-living adjustments for Social Security benefits.
Chained CPI. H. Con. Res. 34 and S. Con. Res. 15: provision expressing the sense of the Congress that the chained CPI not be
be used to calculate Social Security cost-of-living adjustments.
Social Security Privatization. (No bill.) Proposals to convert Social Security to a system of private investment accounts.
Social Security Benefits. (No bill.) Proposals requiring progressive indexing, modifying cost-of-living adjustments, and increasing the Social Security retirement age.
Annual Social Security Statements. (No bill.) Proposal for the restoration of mailing annual Social Security statements to all workers.
Social Security Payroll Tax Cap. S. 308, S. 500, S. 567, H.R. 1029, H.R. 1374, H.R. 649, H.R. 3118: provisions raising the amount of wages subject to payroll taxes.
Womens Social Security Improvements and Protections. (No bill.) Proposals safeguarding and improving 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 cost-of-living adjustments; increasing the basic benefit; and equalizing benefits for same-sex married couples.
Social Security Benefits. H.R. 1374: provisions to strengthen the Social Security special minimum benefit; to increase benefits after 20 years of eligibility; to reinstate the students benefit; and to increase the Social Security tax rate.
Social Security Equality. H.R. 3050: proposal to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits.
Social Security Administration Commissioner and Deputy Commissioner Appointments. (No bill.) Issues surrounding the leadership transition at the Social Security Administration.
Social Security Commission. (No bill.) Proposal to establish a commission that would develop policy options for restoring the Social Security program to solvency for the next 75 years, including fast-track authority for moving legislation recommending policy options through Congress.
The Older Americans Act Amendments of 2013. S. 1028: provisions related to the
reauthorization of the Older Americans Act.
Defense of Marriage Act. (No bill.) Proposals implementing the U.S. Supreme Courts decision in United States v. Windsor invalidating portions of the Defense of Marriage Act (P.L. 104-199) relating to marriage equality and eligibility for Social Security benefits.
Social Security Service Delivery. (No bill). Proposals by the Social Security Administration to revise its policy regarding the manner in which it provides certain services to the public and to seniors.
Social Security Program Integrity. H.R. 4090, the Social Security Fraud and Error Prevention Act of 2014: proposal to improve the Social Security Administrations ability to fight fraud, prevent errors and protect the Social Security Trust Funds.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Social Security Administration (SSA), Administration on Aging, Executive Office of the President (EOP), Justice - Dept of (DOJ)
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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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
Corporate Taxes. S. 250, The Corporate Tax Fairness Act of 2013: proposal to end corporate tax breaks for shifting jobs and profits offshore.
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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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 TRD
16. Specific lobbying issues
International Trade Agreement. (No bill). Proposals related to the Trans-Pacific Partnership (TPP) Agreement that would affect prescription drug, biologic drug and medical device costs in public programs such as Medicare and Medicaid.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Executive Office of the President (EOP)
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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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 WEL
16. Specific lobbying issues
Supplemental Security Income. H.R. 1601, S. 2089: proposal to strengthen and improve access to Supplemental Security Income benefits by expanding the resources limit, increasing the general income disregard, and eliminating the reduction in benefits for in-kind support and maintenance and other provisions.
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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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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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:
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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 |