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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 |
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City | WASHINGTON |
State | DC |
Zip Code | 20002-4215 |
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 |
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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: Max Richtman |
Date | 10/15/2014 3:00:00 PM |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code BUD
16. Specific lobbying issues
President of the U.S. Fiscal Year (FY) 2015 Budget. (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; and the Low Income Home Energy Assistance Program.
FY 2015 Budget of the U.S. (No bill in 3rd 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, Low Income Home Energy Assistance Program, H. Con. Res. 96, the House FY 2015 Budget Resolution, and the Democratic Caucus, Congressional Progressive Caucus, the Congressional Black Caucus and the Republican Study Committee FY 2015 Budget Resolutions.
National Commission on Fiscal Responsibility and Reform Recommendations. (No bill.) Proposals to utilize the Simpson-Bowles Commission recommendations to establish the federal governments FY 2015 budget and to set forth the federal governments budgetary levels for FY 2015 through FY 2023.
Sequestration. S. 388, the American Family Economic Protection Act: provisions eliminating the automatic spending reductions (sequestration) scheduled to occur under the Budget Control Act of 2011 (P.L. 112-25).
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, 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 HCR
16. Specific lobbying issues
Insurance Marketplaces. H.R. 3522: provisions to allow health insurers to continue offering group health insurance coverage outside of the insurance marketplaces established by the Affordable Care Act, even if they do not comply with its coverage requirements.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, 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 IMM
16. Specific lobbying issues
Immigration Reform. S. 744, The Border Security, Economic Opportunity and Immigration Modernization Act: proposals guaranteeing immigrants authorized to work as a result of immigration reform 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. SENATE, U.S. HOUSE OF REPRESENTATIVES, 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 raising the federal minimum wage from $7.25 to $10.10 by 2016.
Unemployment Compensation. (No bill.) Proposals delaying concurrent receipt of unemployment compensation and Social Security Disability Insurance 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 Advantage. S. 2552: provisions to establish necessary protections for seniors enrolled in Medicare Advantage plans.
Medicare Protection Act. S. 2087, S. 2491: provisions protecting Medicare beneficiaries from changes that would reduce benefits or restrict eligibility.
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 Equality. H.R. 5182: provisions to require recognition of same-sex marriage for the purposes of Medicare benefits eligibility.
Medicare Fraud, Waste and Abuse. S. 2361: provisions to require the Centers for Medicare and Medicaid Services (CMS) to verify that health care providers wishing to participate in Medicare have not owned a company that previously defrauded the government, allow private insurers to share information about potentially fraudulent providers with Medicare and require new medical coding systems to be tested before they are deployed to ensure Medicares fraud prevention systems function properly.
Medicare Home Health Benefits. (No bill.) Proposals pertaining to copayments for beneficiaries receiving the Medicare home health benefit.
Medicare Premium Support. H. Con. Res. 96: proposals to privatize Medicare.
Medicare Income-Relating. H. Con. Res. 96: proposals to increase the cost of Medicare to higher-income beneficiaries.
Medicare Eligibility Age. H. Con. Res. 96: 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 Physician Fees and Extenders. H.R. 4015, 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 Supplemental Health Insurance. (No bill.) Proposals to increase costs for Medicare beneficiaries who purchase Medigap insurance.
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.
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; and providing expanded Medicaid coverage.
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.
Registered Nurses. H.R. 5373: provisions to require nursing homes and skilled nursing facilities that receive Medicare and/or Medicaid reimbursement to have at least one direct care registered nurse (RN) on duty 24 hours a day, 7 days per week.
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. SENATE, U.S. HOUSE OF REPRESENTATIVES, 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, H.R. 1374, 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 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.) Efforts to ensure adherence to the requirement for the restoration of mailing annual Social Security statements to all workers.
Social Security Payroll Tax Cap and Womens Social Security Improvements and Protections. S. 308, S. 500, S. 567, H.R. 1029, H.R. 1374, H.R. 649, H.R. 3118, H.R. 5024: provisions raising the amount of wages subject to payroll taxes and 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, S. 2305, H.R. 4664, H.R. 5182: proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits.
Social Security Administration Commissioner Confirmation Hearing and Deputy Commissioner Appointment. (No bill.) Issues surrounding the leadership transition at the Social Security Administration.
Social Security Commission. H.R. 4786: 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.
Defense of Marriage Act. H.R. 1601, S. 2089: 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. S. 2742, H.R. 4964: proposal directing 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.
Social Security Disability Insurance (SSDI). (No bill.) Proposals to strengthen SSDI and to ensure that funding is available to pay benefits both for current and future beneficiaries.
The Older Americans Act Amendments of 2013. S. 1562: provisions related to the
reauthorization of the Older Americans Act.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, 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
Trans-Pacific Partnership (TPP) Agreement. (No bill). Proposals 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. SENATE, U.S. HOUSE OF REPRESENTATIVES, 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. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
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 |