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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 601 E St, NW |
Address2 | |
City | Washington |
State | DC |
Zip Code | 20049 |
Country | USA |
3. Principal place of business (if different than line 2)
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State | |
Zip Code | |
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5. Senate ID# 1694-12
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6. House ID# 306360000
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TYPE OF REPORT | 8. Year | 2008 |
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: Thomas Nelson, Chief Operating Officer |
Date | 07/21/2008 |
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
S. 2452 Home Ownership Preservation and Protection Act of 2007 - Lobbied to protect older homeowners from predatory mortgage lending practices.
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 |
David |
Certner |
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Susanna |
Montezemolo |
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David P. |
Sloane |
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Nancy |
LeaMond |
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Elaine |
Ryan |
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Jo |
Reed |
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Dean |
Sagar |
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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 BUD
16. Specific lobbying issues
Lobbied to ensure that comparative effectiveness research is promoted (including appropriations financing for AHRQ's Section 1013 funding) and/or that Medicare Part D is not means tested.
Budget summary memo on AARP's analysis of the President's budget.
HCR 312- Lobbied in favor of Medicare premium protection language in the budget and for a reconciliation bill for health.
S 2063/HR 3655 Bipartisan Task Force for Responsible Fiscal Action Act of 2007- Lobbied in favor of a health reform framework in the entitlement task force legislation.
SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health.
HR 3654 Safe Commission Act - Discussed AARP's position on entitlement commission legislation, including health care and revenue.
HR 3654 Safe Commission Act - Discussed AARP's concerns about healthcare key issues and funding impact of entitlement commission.
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 |
David |
Certner |
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Timothy J. |
Gearan |
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Christina |
Martin-Firvida |
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Nancy |
LeaMond |
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Elaine |
Ryan |
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Anna |
Schwamlein Howard |
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Kirsten |
Sloan |
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David P. |
Sloane |
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Doug |
Johnston |
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Evelyn |
Morton |
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Jo |
Reed |
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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 CIV
16. Specific lobbying issues
HR 3195 ADA Amendments Act of 2008 - Lobbied in favor of passage ADA restoration Act which restores original Congressional intent on ADA act.
HR 2831/S 1843 - Educated and lobbied Hill staff on the Lilly Ledbetter Fair Pay Act of 2007 which restores the paycheck rule for employment discrimination law suits.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Equal Employment Opportunity Commission (EEOC)
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 |
Darrin |
Brown |
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David |
Certner |
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David P. |
Sloane |
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Blenda |
Riddick |
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Evelyn |
Morton |
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Elaine |
Ryan |
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Nancy |
LeaMond |
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Keith |
Weigel |
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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 CSP
16. Specific lobbying issues
HR 3541/S 2096 Do Not Call Improvement Act of 2007- All provisions related to protecting consumers from unwanted telemarketing.
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 |
Nancy |
LeaMond |
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Dean |
Sagar |
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Jo |
Reed |
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Elaine |
Ryan |
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David P. |
Sloane |
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David |
Certner |
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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 ENG
16. Specific lobbying issues
S 3230 Labor/HHS/Education Appropriations FY 2009 - Contact to discuss proposed LIHEAP reauthorization legislation to create equity and modify distribution formula.
S 3230 Labor/HHS/Education Appropriations FY 2009 - Contact regarding LIHEAP legislation that assists elderly and low income with paying utility bills.
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 |
David |
Certner |
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David P. |
Sloane |
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Marther |
Doneghy |
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Dean |
Sagar |
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Jo |
Reed |
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Elaine |
Ryan |
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Nancy |
LeaMond |
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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 FAM
16. Specific lobbying issues
HR 1783/S 1070 - Support "Elder Justice Act" coordination of state and federal resources to combat elder abuse & exploitation.
HR 5563 - Support "GIVE Act" expansion of volunteerism opportunities and civic engagement. Discuss minority services access & minority senior health disparities.
HR 2188/ S 661- Support "Kinship Caregiver Support Act" services for relatives raising children when parents cannot.
HR 6064/HR 5898 National Silver Alert Act/Silver Alert Grant Program Act of 2008 - Provided proposed language for legislation to provide assistance to states that implement a Silver Alert System.
Discussed African American Senior Supportive services - provisions related to services under the Older Americans Act for African American seniors (no Bill).
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Administration on Aging, 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 |
David |
Certner |
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David P. |
Sloane |
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Larry |
White |
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Jo |
Reed |
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Nancy |
LeaMond |
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Elaine |
Ryan |
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Gigi |
Hart |
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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
Presented 2008 AARP Advocacy Agenda.
Discussed potential legislation on promoting older workers within the federal workplace.
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 |
David |
Certner |
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David P. |
Sloane |
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George |
Kelemen |
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Monica |
Gonzales-Conic |
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Kristin |
Keckeisen |
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Nancy |
LeaMond |
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Darrin |
Brown |
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John R. |
Multop |
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Elaine |
Ryan |
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Diane |
Beedle |
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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 HCR
16. Specific lobbying issues
S 2795/HR 5918 Small Business Health Options Program Act of 2008 - Discussed concerns on small business health insurance coverage.
Discussed proposal for health insurance reinsurance.
S 334 Healthy Americans Act - Discussed Senator Wyden's health care reform bill.
Stakeholder meeting on health care quality.
HR 3701/S 845 Keeping Seniors Safe from Falls Act of 2007- Lobbied for all provisions to direct the Secretary of HHS to conduct public and professional education, research, and demonstration grants to prevent falls among the elderly.
SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health.
Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security - the most pressing domestic issues facing our nation. Lobbied for spending levels for Rx comparative effectiveness, nursing education, NIH research, Falls Prevention and other similar accounts.
Discussed the need for bipartisan action on health care reform legislation, and how AARP could be helpful in vetting such proposals with its members.
Expressed concern about proposed regulation regarding reduction of annual reassignment of LIS population in Medicare Part D.
HR 3800/S 1693 - Wired for Health Act/Promotion of Health Information Technology Act - Strongly promoted enactment of this legislation to promote adoption of health information technology.
S 2408/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported this legislation to require e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
Lobbied for legislation to promote Health IT.
Lobbied on structure of Health IT standard-setting body.
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)
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 |
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David P. |
Sloane |
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Jenny |
Gladieux |
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Kirsten |
Sloan |
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Debra |
Alvarez |
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Denise |
DeMichele |
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Monica |
Gonzales-Conic |
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Timothy J. |
Gearan |
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John |
Rother |
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William |
Novelli |
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Nancy |
LeaMond |
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Paul |
Cotton |
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Kevin |
Donnellan |
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Harroll |
Backus |
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Mary Cheryl |
Matheis |
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Jo |
Reed |
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Elaine |
Ryan |
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Andrea |
Price-Carter (Price) |
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John R. |
Multop |
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Fred |
Griesbach |
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Kristin |
Keckeisen |
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Doug |
Johnston |
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Michele |
Kimball |
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John |
Erlingheuser |
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Lisa |
Lamkins |
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Claudio |
Gualtieri |
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Blenda |
Riddick |
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Lisa K. |
Davis |
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Mary |
Bergstrom |
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Khelan |
Bhatia |
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Steven |
Carter |
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George |
Kelemen |
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Gigi |
Hart |
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Diane |
Beedle |
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Ed |
Burtenshaw |
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Ernie |
Powell |
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Keith |
Weigel |
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Desiree |
Hung (Petrus) |
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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
HR 3548 - Provisions related to detering predatory lending practices and helping to protect older homeowners from foreclosure.
HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure.
S 2636 - All provisions in Title IV related to allowing bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure.
HR 3609 Emergency Home Ownership and Mortgage Equity Protection Act of 2007- Provisions related to allowing judges to modify the terms of mortages in bankruptcy to reduce foreclosures.
S. 2684 Section 8 Voucher Reform Act of 2008 - Provisions related to stabilizing the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families.
HR 5758/S. 2490 Reverse Mortgage Proceeds Protection Act - Supported passage of this bill and House companion bill to better prevent reverse mortgage borrowers from fraud and abuse.
HR 1852/S 2338 FHA Modernization Act of 2007- Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders.
HR 3221 Foreclosure Prevention Act of 2008 - Lobbied to help prevent older homeowners from losing their homes to foreclosure and to expand FHA reverse mortgage programs.
HR 6076 Home Retention and Economic Stabilization Act of 2008 - Lobbied for a foreclosure deferral to help members workout loans in default or refinance into new loans.
Lobbied for affordable housing assistance spending.
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 |
David |
Certner |
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David P. |
Sloane |
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Dean |
Sagar |
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Jo |
Reed |
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Kristin |
Keckeisen |
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John R. |
Multop |
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Susanna |
Montezemolo |
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Nancy |
LeaMond |
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Denise |
DeMichele |
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George |
Kelemen |
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Elaine |
Ryan |
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Gigi |
Hart |
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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
HR 3001/ S 1340 - Shared and discusssed actuarial analysis of the CLASS Act regarding creation of a public insurance program for long-term services.
S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer
protections.
S 1070 Elder Justice Act/S 1577 Patient Safety and Abuse Prevention Act of 2007 - Support for both pieces of legislation and strategy for how they might both move forward this year.
S 1340 Geriatric Assessment and Chronic Care Coordination Act of 2007- Discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill.
S 2708 Caring for an Aging America Act of 2008 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill.
Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc.
HR 1174 Healthy Hospitals Act of 2007- Discussed with sponsors' staff potential endorsement of this legislation to require hospitals to report infection rates.
HR 5613 Protecting the Medicaid Safety Net Act of 2008 - Supported this legislation, particularly provisions related to placing a moratorium on seven harmful Medicaid regulations.
Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid.
Medicaid Personal Assistance Services State Plan option- discussion of comment letter sending and receipt.
Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries.
S 2480/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported provisions related to requiring e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
S 2641/ HR 5799 Nursing Home Quality and Transparency Legislation Act - To protect residents and support for the Nursing Home Transparency and Improvement Act. Discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill.
Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality; poor performing nursing homes, family caregiving, nursing home compliance guidelines, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured - steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration.
HR 5702 Advance Directive Promotion Act of 2008 - Negotiated provisions on portability of advance directives.
HR 2642 - Lobbied for inclusion of Medicaid Regulation Moratoriam in Military Construction and Veterans Affairs Appropriations Act of 2008, and on supplemental appropriations bill.
To build support for Medicaid Family Caregiver Assessment Demonstration proposal (no Bill).
S 2838/HR 6126 - Input on draft legislation to make arbitration clauses between LTC facilities and their residents or representatives unenforceable; support for this legislation once it was introduced as the Fairness in Nursing Home Arbitration Act, including support letter.
Discussion and input on legislation to improve the health/LTC workforce and support family caregivers.
Advance directives and end-of-life care, education of the public about these issues, portability, and other issues relating to advance directives.
S 1577/HR 3078 - Support for Patient Safety and Abuse Prevention Act (S 1577) and moving the issue forward; provided feedback and in testimony.
S 2921 Caring for Wounded Warriors Act of 2008 - Services and supports for family caregivers of certain veterans.
Feedback on draft legislation to provide chronic care coordination services to certain Medicare beneficiaries; approaches to improving chronic care for Medicare beneficiaries; discussion of chronic care and Special Needs Plans.
S 1102 Part D Equity for Low-Income Seniors Act of 2007- Support for Medicare premium protection and modifications to Medicare Savings Programs/Part D Low-Income Subsidy.
S 1758 - Long-term care financing proposals, including the CLASS Act, a public LTC financing program.
S. 3164 - Lobbied on Medicare Fraud bill (Martinez and Cornyn) - All provisions related to protecting participants and the Medicare program from fraud and abuse.
S. 3118 - Lobbied in opposition to Grassley-McConnell bill - All provisions related to beneficiary access and Medicare improvements, including e-prescribing.
S 3101- Urged support of the Medicare Improvements for Patients and Providers Act of 2008 to help improve Medicare.
Long Term Care/Reverse Mortgages - To protect consumers when reverse mortgages are used as a LTC financing tool.
Green Houses and culture change in LTC facilities.
HR 2642 - To keep moratorium on all seven Medicaid regulations in the supplemental appropriations bill.
Lobbied on appeal notices for Medicare beneficiaries in Medicare Advantage plans.
S 1102 - Lobbied for legislation to increase Medicare Part D LIS.
HR 1536 - Lobbied for legislation to increase Medicare Part D LIS asset limits.
S 3101/HR 6331 - (Medicare) Lobbied for legislation to protect part B premiums, increase LIS and MSP asset limits, and promote e-prescribing in Medicare.
HR 2642 - (Medicaid) Lobbied for inclusion of Medicaid regulation moratorium in Iraq Supplemental.
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)
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 |
William |
Novelli |
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David |
Certner |
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David P. |
Sloane |
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Kirsten |
Sloan |
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Rhonda Sharon |
Richards |
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Paul |
Cotton |
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Denise |
DeMichele |
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George |
Kelemen |
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Monica |
Gonzales-Conic |
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Kristin |
Keckeisen |
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John R. |
Multop |
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Harroll |
Backus |
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Mary Cheryl |
Matheis |
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Elaine |
Ryan |
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John |
Erlingheuser |
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Fred |
Griesbach |
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Nancy |
LeaMond |
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Desiree |
Hung (Petrus) |
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Ed |
Burtenshaw |
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Gigi |
Hart |
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Doug |
Johnston |
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Michele |
Kimball |
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Lisa |
Lambkins |
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Ernie |
Powell |
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Blenda |
Riddick |
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Keith |
Weigel |
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Anna |
Schwamlein Howard |
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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 PHA
16. Specific lobbying issues
S 623/HR 1038 (Access to Life Saving Medicine Act), HR 1956 (Patient Protection and Innovative Biologic Medicines Act of 2007), HR 5629 (Pathway for Biosimilars Act) - Lobbied to ensure that Waxman Biogenerics legislation is enacted particularly provisions related to ensuring a safe, effective pathway for the approval of comparable, interchangeable biologics.
HR 1902 (Protecting Consumer Access to Generic Drugs Act of 2007)/ S 316 (Preserve Access to Affordable Generics Act -Provisions related to preventing abuses in patent settlements between generic and brand name prescription drug manufactures.
S 1145 Patient Reform Act of 2007- Ensuring that the existing inequitable conduct provisions in Patent Law Act are not weakened.
Discussion regarding prescription drug affordability (no Bill).
S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbying for spending levels for Rx comparative effectiveness and to reduce FDA generic drug processing backlog.
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 |
Anna |
Schwamlein Howard |
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David |
Certner |
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David P. |
Sloane |
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Kirsten |
Sloan |
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John |
Rother |
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Nancy |
LeaMond |
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Blenda |
Riddick |
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Mary Cheryl |
Matheis |
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John R. |
Multop |
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Elaine |
Ryan |
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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
HR 2167/ S 1141 Automatic IRA Act of 2007 - Provisions related to establishing an auto IRA for workers not covered by pension plan.
HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Discussed implementation of the economic stimulus package, including rebates for seniors and IRS funding for implementation.
Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security-the most pressing domestic issues facing our nation.
Lobbied for adequate funding for Social Security Administration budget.
S 2063/HR 3655- Bipartisan Task Force for Responsible Fiscal Action Act of 2007 Senate Budget: Entitlement Task Force (could cut Social Security and Medicare benefits).
Discussed options to strengthen and improve long term financing and operations of social security program (no Bill).
Lobbying for increased spending to reduce SSA disability claim backlog (no Bill).
Discussed increased bankruptcy among 50+ population (no Bill).
HR 3185, HR 3765(Defined Contribution Plan Fee Transparency Act of 2007), S 2473 Defined Contribution Fee Disclosure Act of 2007- HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Amends the Employee Retirement Income Security Act of 1974 9 (ERISA) to prohibit an administrator of an individual account plan that includes a qualified cash or deferred arrangement to enter into any contract for services to the plan without a written statement that identifies who will be performing such services, describes each such service, and specifies the expected total annual cost of such services. Requires the Secretary of Labor to prescribe a model statement that may be used for purposes of satisfying such requirements. Limits the requirements for such a statement to contracts for services if the total cost for such services equals or exceeds $1,000. Discussed AARP's concerns about garnishment of Social Security checks by banks and payday lenders and check cashers.
HR 2642 - Lobbying for funding for IRS/SSA and from IRS to implement Economic Stimulus Payment.
S 3230 Labor/HHS/Education Appropriations FY 2009 - Lobbied for increased spending to reduce SSA disability claim backlog and in opposition to certain e-verify provisions without sufficient funding.
HR 3654 Safe Act - All provisions related to strengthening Social Security and Medicare and reducing health care costs.
S 2794 Senior Investor Protection Act - Lobbied in favor of provisions related to protecting seniors from fraudulent and misleading marketing practices.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Internal Revenue Service (IRS), 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 |
David |
Certner |
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David P. |
Sloane |
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Denise |
DeMichele |
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Frank |
Toohey |
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George |
Kelemen |
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Monica |
Gonzales-Conic |
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Kristin |
Keckeisen |
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John R. |
Multop |
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William |
Novelli |
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Darrin |
Brown |
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Evelyn |
Morton |
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Timothy J. |
Gearan |
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Harroll |
Backus |
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Kevin |
Donnellan |
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Andrea |
Price-Carter (Price) |
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Elaine |
Ryan |
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Nancy |
LeaMond |
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Fred |
Griesbach |
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Lisa |
Lamkins |
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Lisa K. |
Davis |
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Mary |
Bergstrom |
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Khelan |
Bhatia |
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Steven |
Carter |
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Cristina |
Martin-Firvida |
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Gigi |
Hart |
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Diane |
Beedle |
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Mary Cheryl |
Matheis |
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Ed |
Burtenshaw |
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John |
Rother |
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John |
Erlingheuser |
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Doug |
Johnston |
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Michele |
Kimball |
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Lisa |
Lamkins |
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Ernie |
Powell |
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Blenda |
Riddick |
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Keith |
Weigel |
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Claudio |
Gualtieri |
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Desiree |
Hung (Petrus) |
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Darrin |
Brown |
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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
HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Lobbied in favor of including senior rebate in the economic stimulus bill.
HR 2167/ S 1141 Automatic IRA of 2007- Provisions related to establishing an auto IRA for workers not covered by pension plan.
HR 5719 Taxpayer Assistance and Simplification Act of 2008 - Discussed various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient.
A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable (no Bill).
Meeting with House Small Business Committee to discuss the agenda for the Committee hearing scheduled for April 10, 2008 on small business taxes and impact on retirement security (no Bill).
HR 1540 Civil Rights Tax Relief Act of 2007- Provisions related to excluding from gross income amounts received as damages due to discriminatory conduct.
HR 6237 Tax Relief for Long-Term Care Act of 2008 - All provisions regarding tax relief for family caregivers and purchasers of LTC insurance, the Tax Relief Act of 2008.
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 |
Cristina |
Martin-Firvida |
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David |
Certner |
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David P. |
Sloane |
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Evelyn |
Morton |
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Frank |
Toohey |
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Denise |
DeMichele |
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George |
Kelemen |
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Monica |
Gonzales-Conic |
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Kristin |
Keckeisen |
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John R. |
Multop |
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Kirsten |
Sloan |
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Rhonda Sharon |
Richards |
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John |
Erlingheuser |
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Harroll |
Backus |
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Elaine |
Ryan |
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Fred |
Griesbach |
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Lisa |
Lamkins |
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Ed |
Burtenshaw |
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Gigi |
Hart |
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Diane |
Beedle |
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Ernie |
Powell |
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Blenda |
Riddick |
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Keith |
Weigel |
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Desiree |
Hung (Petrus) |
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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 TEC
16. Specific lobbying issues
Urged White House to provide swift action to establish an inter-agency task force to oversee the transition to digital television (DTV).
Sought to protect older consumers from unnecessary and excessive wireless fees.
Monitored draft language on wireless industry, attended hearing on draft language wireless industry, and spoke to House staff on draft legislation on wireless and hearing aid compatibility of advanced wireless products for hearing impaired.
Met with the FCC Commissioner Tate regarding wireless issues.
Gathered info on wireless legislation that will assist consumers with wireless industry abuses.
S 2607 DTV Transition Assistance Act - Lobbied for NTIA and FCC funding for DTV conversion outreach programs for seniors and the disabled.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Federal Communications Commission (FCC), White House Office
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 |
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David P. |
Sloane |
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Jo |
Reed |
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Marther |
Doneghy |
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Dean |
Sagar |
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Nancy |
LeaMond |
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Elaine |
Ryan |
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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 TRA
16. Specific lobbying issues
S 2686/HR 5951-The Safe and Complete Streets Act of 2008 - Lobbied for all provisions related to ensuring that future transportation investments made by state Departments of Transportation and Metropolitan Planning Organizations create appropriate and safe transportation facilities for all those using the road-motorists, transit vehicles and riders, bicyclists, and pedestrians of all ages and abilities.
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 |
David |
Certner |
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David P. |
Sloane |
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Debra |
Alvarez |
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John R. |
Multop |
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Nancy |
LeaMond |
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Elaine |
Ryan |
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Jo |
Reed |
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Dean |
Sagar |
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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 UTI
16. Specific lobbying issues
Protect older consumers from unnecessary and excessive wireless fees (no Bill).
S. 2607 - Government regulatory policy regarding keeping older persons connected to T.V. reception after the DTV Transition - All provisions to improve funding to help consumers in the transition to DTV.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, Federal Communications Commission (FCC), Commerce - Dept of (DOC), 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 |
David |
Certner |
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David P. |
Sloane |
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Jo |
Reed |
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Elaine |
Ryan |
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Nancy |
LeaMond |
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Dean |
Sagar |
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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
HR 2419/ S 1529- Support "Farm Bill" provisions related to reauthorization and improvements in Food Stamps and other federal nutrition programs.
HR 4986 National Defense Authorization Act FY 2008 - Lobbying for provisions related to energy assistance spending.
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HR 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 - Lobbying for provisions related to energy assistance spending and for release of LIHEAP contingency funds
S 1200 Indian Healthcare Improvement Act Amendments of 2008 - Lobbying for provisions related to energy assistance spending.
S 3230 Labor/HHS/Education Appropriations FY 2009
S 986 Combat Related Special Compensation Act of 2007- Lobbying for provisions related to energy assistance spending.
Lobbying for Title III supportive services, family caregiver and nutrition assistance spending.
HR 2642 Supplemental Appropriations Act 2008 - Lobbied for energy assistance spending and for release of LIHEAP contingency funds.
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)
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 |
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David P. |
Sloane |
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Larry |
White |
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Timothy J. |
Gearan |
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Jo |
Reed |
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Nancy |
LeaMond |
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Elaine |
Ryan |
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Evelyn |
Morton |
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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.
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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)
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 3 | 5 |
2 | 4 | 6 |
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 | 5 | 9 |
2 | 6 | 10 |
3 | 7 | 11 |
4 | 8 | 12 |