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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)
City | |
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 | 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: Nancy LeaMond, Executive Vice President |
Date | 07/21/2014 |
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 FIN
16. Specific lobbying issues
Discussed financial regulatory reforms, including consumer and investor protections. (no bill)
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.
Letter sent to Senate Banking Committee Members in support of confirming a nominee to serve as the director of the Consumer Financial Protection Bureau. (no bill)
Sign-on letter sent to the Federal Reserve, Consumer Financial Protection Bureau, Federal Deposit Insurance Corporation and Office of the Comptroller of the Currency in support of action of bank involvement in high-cost payday loans. (no bill)
Discussed Banking Committee issues including SEC Fiduciary rulemaking, JOBS Act implementation and Dodd-Frank implementation. (no bill)
H.R. 4660/S. 2437, The Commerce, Justice and Science Appropriations Act of 2015 - Lobbied to protect Census funding and consumer protection programs with jurisdiction of subcommittee.
The Financial Services and General Government Appropriations Act of 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill)
H.R. 1062, Letter written in opposition to the SEC Regulatory Accountability Act.
Sent letter to the SEC urging it to propose rulemaking on Fiduciary Duty. (no bill)
H.R. 2374, Letter written in opposition to the Retail Investor Protection Act.
H.R. 1953, Expressed support for the Senior Fraud Prevention Act (FTC).
S. 1358, Seniors Fraud Prevention Act - Letter written in support of this bill.
S. 807, Plain Writing Act for Regulations - Letter written in support of this bill.
Comment letter to the SEC on amendments to Reg. D, Form D, and rule 156 under the SEC Act, to implement JOBS Act provisions. Letter to Senate urging members not to sign a letter to OMB that would elay or prevent rulemaking by SEC and DOL on fiduciary duty.
Comment letter to SEC in response to RFI regarding duties of broker/dealers and investment advisors.
Lobbied in opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013.
Letter to OMB urging expedited handling of upcoming JEC and DOL fiduciary proposals in opposition to Congressional suggestions that the rules be delayed.
Met with JEC Commissioners to discuss the need to move forward with a fiduciary duty proposal.
H.R. 1622 - Letter to House members urging co-sponsorship of this bill to provide user fees for regular examinations of registered investment advisors.
Letter to OMB in opposition to a letter sent to the agency by ten Senators urging that any DOL fiduciary duty rule be delayed with 60 days after completion of a related SEC proposal.
Discussed methods for expediting DOL upgrade of Fiduciary duty definition under ERISA with agency staff.
Met with Administration staff to discuss issuance of SEC and DOL fiduciary duty rules.
Met with Senate Banking Committee staff to encourage support for SEC and DOL fiduciary duty rules.
H.R. 1627, Investment Advisor Examination Improvement Act of 2013 - Letter to House in support (user fees to fund investment advisors).
Met with EBSA on proposed regulatory agenda affecting financial institutions and retirement security. (no bill)
Discussed bill to enhance law enforcement cooperation on Social Security number theft. (no bill)
Discussed bill to require more effective disclosure on retail bond sales. (no bill)
Sent letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill)
Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill)
Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill)
Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Securities & Exchange Commission (SEC), Labor - Dept of (DOL), Treasury - Dept of, Office of the Comptroller of the Currency (OCC), Federal Reserve System, Federal Trade Commission (FTC), Internal Revenue Service (IRS), Commodity Futures Trading Commission (CFTC)
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 |
Timothy J. |
Gearan |
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David |
Certner |
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Nancy |
LeaMond |
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Joyce A. |
Rogers |
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Cristina |
Martin-Firvida |
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George |
Gaberlavage |
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Mary |
Wallace |
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Michele |
Varnhagen |
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Ryan |
Wilson |
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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
H.Con. Res. 25, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation.
H.R. 2787/S. 1329, The Commerce, Justice and Science Appropriations Act, 2014 - Lobbied to protect consumer protection programs within jurisdiction of subcommittee.
The Financial Services and General Government Act, 2015 - Lobbied to protect consumer protection programs and implementation of ACA health insurance exchanges. (no bill)
H.R. 4800/S. 2389, Agriculture, Rural Development, FDA Appropriations Act, 2015 - Lobbied to protect funding for nutrition and FDA drug processing. (no bill)
The Labor, Health and Human Services Appropriations Act, 2015 - Lobbied to protect employment, health and human services and energy assistance programs for seniors, disabled and low income assistance. (no bill)
H.R. 4745/S. 2438, Transportation, Housing and Urban Development Appropriations bill, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid.
Discussed the impact of Deficit reduction proposals and sequestration on Medicare, Medicaid, Social Security and on vital health, social, housing and transportation programs. (no bill)
Discussed S. 1351, the INFORM Act.
Sent letter to Congress to urge that the House and Senate take steps to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill)
Sent letter to President Obama to urge that he take steps with Congress to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill)
Sent letter to Budget Conference Committee chairs urging they reject harmful cuts to Social Security and Medicare benefits for the purpose of achieving deficit reduction or as a tradeoff for scheduled sequestration cuts or other government spending. (no bill)
Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid cuts for the purpose of achieving deficit reduction, a budget agreement, or as a tradeoff for scheduled sequestration cuts or other government spending.
Met with Administration officials regarding Social Security and the FY 2015 budget.
Discussed Presidents Budget.
Discussed ACL FY 2015 budget.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Social Security Administration (SSA), Centers For Medicare and Medicaid Services (CMS), White House Office, Labor - Dept of (DOL), Internal Revenue Service (IRS), Securities & Exchange Commission (SEC), Treasury - Dept of, Health & Human Services - Dept of (HHS), Office of Management & Budget (OMB),
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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Cristina |
Martin-Firvida |
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Nancy |
LeaMond |
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Blake E. |
Kelly |
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Joyce A. |
Rogers |
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Debra |
Alvarez |
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Larry |
White |
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John |
Hishta |
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Peter |
Jeffries |
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Ariel |
Gonzalez |
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Nina |
Weiler-Harwell |
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Dawit |
Kahsai |
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Mary |
Wallace |
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Beverly |
Gilyard |
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Denise |
DeMichele |
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Shannon |
Russell |
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Rhonda |
Richards |
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John S. |
Cummings |
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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
H.R. 2468, Safe Streets Act of 2013 - Discussed Complete Streets which is now Safe Streets Act of 2013.
Drafted policy statement presented to Presidential Commission on Election Administration. (no bill)
H.R. 2403, Opposing requiring additional info of voter registrants under NVRA.
H.R. 2409, Opposing unnecessary citizenship documentation of registrants.
H.J. Res. 44, Supporting the right to vote amendment.
H.R. 2852/S.1391, Protecting Older Workers Against Discrimination Act - Urged support for this bill to restore legal standards on employment discrimination.
H.R. 1994, Election Assistance Commission Termination - Oppose conduct of Elections bills that would terminate the Election Assistance Commission.
H. R. 3688, Ex-Offender Voter Registration Act of 2013 - Monitor and provide feedback on Felon Voting Rights that would direct Federal Bureau of Prisons to provide voter registration cards to Federal prisoners upon prison release.
Discussed pending voting rights legislation with DOJ officials.
Discussed funding under NAPA (no bill)
H.R. 3899/S. 1945, the Voting Rights Act Amendments of 2014 - Sent letter of endorsement.
Discussed language access in managed long-term services and supports, HHS OCR activities, and Fair Labor Standards Act.
Employer-sponsored wellness programs - met with EEOC about civil rights implications of these programs. (no bill)
Age Discrimination - met with EEOC about enforcement of ADEA.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Executive Office of the President (EOP), 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 |
David |
Certner |
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Joyce A. |
Rogers |
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Deborah |
Chalfie |
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Nancy |
LeaMond |
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Cristina |
Martin-Firvida |
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Larry |
White |
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Shannon |
Russell |
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Denise |
DeMichele |
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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
Discussed AARP policy concerns regarding the Federal Energy Regulatory Commission with United States Senate staff. (no bill)
EPA plan to reduce greenhouse gas emissions for existing coal plants.
Discussed AARP Consumer concerns regarding Federal Energy Regulatory Commissions (FERC) statutory obligation for just and resonableness. (no bill)
Lobbied for review of FERC's treatment of Regional Transmission Organization governance and consequences for ratepayers. (no bill)
Drafted comments for response to notice inviting interested persons/parties to file comments on questions regarding the role of capacity markets, state policies, regulatory certainty and next steps. (no bill)
Met and discussed with EPA officials on the Administration's 3 year program on states' compliance to reduce greenhouse gas emissions. (no bill)
Met with Department of Energy officials to discuss impact of methane emissions. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Energy - Dept of, Environmental Protection Agency (EPA)
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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Joyce A. |
Rogers |
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Marther Thomas |
Doneghy |
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Cristina |
Martin-Firvida |
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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 GOV
16. Specific lobbying issues
Discussed increasing senior representation in CDC studies and supported public participation in samples.
Lobbied against inclusion of Social Security, Medicare and Medicaid legislation affecting benefit levels or service delivery in any budget deal, and urged congress to not reduce spending levels below current services levels for various non-security discretionary programs, including Health Care (including Rx, medical research and premium support), Social Security (administrative expenses), Older Americans Act Supportive Service, Nutrition and Caregiver programs and, Low Income Home Energy Assistance.
Discussed Social Security Administration's Representative Payee program's current and future challenges. (no bill)
Discussed implementation of Windsor decision at the Social Security Administration with Congressional staff.
H.R. 3695 - To provide a temporary extension of the Food, Conservation, and Energy Act of 2008 and amendments made by that Act, as previously extended and amended and with certain additional modifications and exceptions, to suspend permanent price support authorities, and for other purposes.
H.R. 2642 - Oppose farm bill that authorizes only farm programs for five years and severs nutrition programs.
S. 954, Agriculture Reform, Food, and Jobs Act of 2013 - Support Senate Authorization of Farm Bill despite concerns about SNAP cuts.
H.R. 3102, Nutrition Reform and Work Opportunity Act of 2013 - Oppose House Nutrition only bill to reauthorize USDA nutrition programs for only three years with cuts and apart from the Farm Bill.
Discussed events related to the government shut down.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Securities & Exchange Commission (SEC)
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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Joyce A. |
Rogers |
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Cristina |
Martin-Firvida |
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Denise |
DeMichele |
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Beverly |
Gilyard |
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Nancy |
LeaMond |
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Shannon |
Russell |
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Ariel |
Gonzalez |
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Larry |
White |
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Mary |
Wallace |
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Dawit |
Kahsai |
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George |
Gaberlavage |
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Blake E. |
Kelly |
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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.452, Medicare Diabetes Prevention Act - Discussed bill with Senate.
Discussed draft language on senior mental health with Senate HELP Committee staff. (no bill)
Discussed Medicare Reform (no bill)
Discussed Age Rating in the ACA and rate shock. (no bill)
Labor, HHS Appropriations bill, 2015-Lobbied on preserving funding for the ACA; defended meaningful use of the ACA. (no bill)
Discussed need to increase health information technology quality measurements and access to qualified systems. (no bill)
H.R. 1099, To repeal the Prevention and Public Health Fund - Lobbied against the repeal of the Prevention and Public Health Trust Fund, an important component in state and community efforts to prevent illness and promote health.
Discussed Pre-existing Condition Insurance Program. (no bill)
Discussed Accountable Care Organization and Medical Shared savings. (no bill)
Discussed Rate Review. (no bill)
Discussed Internal Appeals and External Review Process. (no bill)
Discussed Medicare reimbursement issues. Lobbied in support of Medicare physician payment reform.
Discussed legislation to make prescription drugs more affordable to older Americans.
S. 1416/H.R. 2645 (112th Congress), Medigap Medical Loss Ratio Improvement Act of 2011.
Discussed coverage for screening depression and screening and counseling for alcohol misuse. (no bill)
Discussed consumer operated and oriented plan programs. (no bill)
Discussed standards related to risk adjustment, reinsurance, and risk mitigation as they relate to exchanges. (no bill)
H.R.2077, MLR Repeal Act of 2011 - Expressed opposition to the elimination of provision in the Affordable Care Act (P.L. 111-148)Discussed opposition to draft legislation regarding the elimination of grandfathered status. (no bill)
Discussed association health plans with DOL, HHS and DOT. (no bill)
Discussed quality and care coordination with HHS. (no bill)
Discussed Essential Health Benefits with HHS. (no bill)
Discussed employer affordability safe harbor. (no bill)
Discussed health insurance exchanges - eligibility, enrollment, premium tax credits. (no bill)
Discussed Basic Health Plans. (no bill)
Discussed Medigap reform. (no bill)
Discussed Pre-existing Condition Insurance Program. (no bill)
Discussed role of grandfathered plans. (no bill)
Discussed reauthorization of the Older Americans Act and other amendments to the OAA. (no bill)
Discussed dual eligibles. (no bill)
Discussed S.1119, Positive Aging Act of 2013.
H.R. 2641, Farm Program bill-Discussed the severed nutrition programs from Farm Bill.
S. 562, Seniors Mental Health Access Improvement Act - Discussed the bill for eventual endorsement.
Discussed Care Corps. (no bill)
Discussed need to suport family caregivers and long-term services and supports. (no bill)
Discussed repeal of medical device tax. (no bill)
Discussed proposed regulation relating to Medicaid expansion coverage and minimum essential coverage. (no bill)
Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to use premium assistance authority to expand Medicaid. (no bill)
Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill)
H.R.3850/S. 1562, Discussed Older Americans Act reauthorization legislation.
Discussed FTC participation in state scope of practice issues. Also sent follow-up items for their review. (no bill)
Discussed Social Security programs. (no bill)
Lobbied against cuts to the health care prevention fund. (no bill)
Discussed deficit reduction issues dealing with Medicare and Medicaid including concerns over increasing Medicare's age of eligibility, chained CPI, and cuts to Medicaid. (no bill)
Discussed Affordable Care Medicaid expansion issues. Centers for Medicare and Medicaid Services, Center for Medicaid and CHIP Services.
Discussed Medicaid reform, Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill)
Discussed Medicaid expansion implementation, as included in the ACA (P.L. 111-140).
Discussed Medicaid including concerns over cuts to Medicaid flexibility and Medicaid structural reforms to. (no bill)
Discussed implementation of the Affordable Care Act, its provisions and H.R. 95 to repeal the Patient Protection and Affordable Care Act.
S. Con. Res. 8/ H.Con. Res. 25, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation.
H.R. 1549, Helping Sick Americans Now Act - Discussed cuts to the health care prevention fund.
The Labor, Health and Human Services Appropriations Act, 2015 - Lobbied to protect employment, health and human services and energy assistance programs for seniors, disabled and low income assistance. (no bill)
Discussed Affordable Care Act Medicaid expansion issues, including questions related to the use of premium assistance authority to expand Medicaid. (no bill)
H.R. 1263, Excellence in Mental Health Act - Discussed the bill for eventual endorsement.
Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to use premium assistance authority to expand Medicaid, Centers for Medicare and Medicaid Services, Center for Medicaid and CHIP Services.
Discussed perspectives on proposed ideas for legislation to address health disparities with HHS and CMS officials.
Discussed H.R. 3717, the Helping Families in Mental Health Crisis Act.
Discussed Affordable Care Act Medicaid expansion issues, including AARP comments on state 1115 waiver proposals to use premium assistance authority to expand Medicaid. Centers for Medicare and Medicaid Services, Center for Medicaid and CHIP Services.
Discussed Medicare-Medicaid integration efforts and financial alignment demonstrations, other CMS demonstration initiatives. (no bill)
Discussed National Alzheimer's Project Act 111-375.
Discussed the Convention on the Rights of Persons with Disabilities. (no bill)
Discussed family caregiving, doctors and health professionals engaging family caregivers of older adults with multiple chronic conditions, family caregiver assessment, shared relevant information. (no bill)
H.R. 2835/S. 1647, Restoring Access to Medication Act of 2013 - Urged co-sponsorship of these bills.
Submitted statement for the record to the Advisory Counsel on Alzheimer's Disease, Research, Care & Services for their April meeting.
Discussed hospital readmissions. (no bill)
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), White House Office, Centers For Medicare and Medicaid Services (CMS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Administration on Aging, Health Resources & Services Administration (HRSA), Labor - Dept of (DOL), Treasury - Dept of, Justice - Dept of (DOJ), Medicare Payment Advisory Commission (MedPAC), Transportation - Dept of (DOT), Federal Trade Commission (FTC), Natl Institutes of Health (NIH), Veterans Affairs - Dept of (VA)
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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Joyce A. |
Rogers |
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Kenneth |
Hertz |
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Andrew |
Scholnick |
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Shannon |
Russell |
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Denise |
DeMichele |
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Blake E. |
Kelly |
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Cristina |
Martin-Firvida |
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Beverly |
Gilyard |
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Larry |
White |
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Nancy |
LeaMond |
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John S. |
Cummings |
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John |
Hishta |
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Rhonda |
Richards |
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Winifred V. |
Quinn |
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Ariel |
Gonzalez |
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Kevin |
Donnellan |
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Timothy J. |
Gearan |
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Mary Cheryl |
Matheis |
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Margaret |
Randolph |
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Leigh |
Purvis |
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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
Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.
Submitted comments to HUD on proposed regulations on "Implementation of the Fair Housing Acts" Discriminatory Effects Standard".
Discussed Federal Reserve Board proposed rules regarding Regulation Z requirements for reverse mortgages and consumer right of rescission. (no bill)
Responded to Consumer Financial Protection Bureau request for comment on "Information Regarding Consumer Use of Reverse Mortgages.
Responded to Consumer Financial Protection Bureau request for comment on "High-Cost Mortgage and Homeownership Counseling Amendments to the Truth in Lending Act (Regulation Z) and Homerownership Counseling Amendments to the Real Estate Settlement Procedures Act (Regulation X)"
H. R. 933, Consolidated and Further Continuing Appropriations Act, 2013 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation.
S. Con. Res. 8, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation.
H.Con. Res. 25, Concurrent Resolution on the Budget, 2014 - Lobbied to prevent inclusion of Medicare, Medicaid and Social Security benefit cuts and to protect vital health, social services, housing and transportation programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation.Lobbied on expected "QM" safe harbor amendment. (The amendment was not offered)
H.R. 4745/S. 2438, Transportation, Housing and Urban Development Appropriations bill, 2014 - Lobbied for senior housing and transportation programs, and related community development aid.
Testified before the Housing, Transportation, and Community Development Subcommittee of the Senate Banking Committee on solutions to preserve the HUD HECM program on reverse mortgages. (no bill)
Discussed proposals to reform GJE's (Fannie Mae, Freddie Mac). (no bill)
Submitted comments to HUD on Affirmatively Furthering Fair Housing. (no bill)
Met with HUD officials to discuss implications of mortgagee letter ruling authority relative to the HECM program, and related concerns. (no bill)
S. 1217 - Discussed housing finance reform with Senate Banking Committee members and staff.
78 Federal Regulation #183, Credit Risk Retention Proposal - Filed comments with OCC, FED Res., FDIC, SEC, FHFA, and HUD in support of combining "ability to pay" (QM) with "Risk Retention" (QRM).
78 Federal Reg. #177, HECM Reform Proposal - Filed comments expressing concern over the proposed financial assessment for reverse mortgage eligibility.
Met with Senate Banking Committee staff on GSE Reform.
Discussed needed improvements to HECM program with HUD.
Letter sent to Senate Banking Committee on AARP policy objectives in GSE Reform, commenting on S. 1217.
Discussed needed reforms in the HECM program regarding notification of heirs after the death of the borrower. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Housing & Urban Development - Dept of (HUD), Treasury - Dept of, Federal Reserve System, 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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Joyce A. |
Rogers |
|
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|
Timothy J. |
Gearan |
|
|
|
Nancy |
LeaMond |
|
|
|
Mary |
Wallace |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
George |
Gaberlavage |
|
|
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
Pub.Law 111-148 & 111-152 - Discussed implementation of health care law that would reform the health care system to provide affordable quality health care, reduce drug costs and expand access to long-term services and supports.
Discussed how to implement Medicaid provisions of Affordable Care Act. (PL. 111-148)
S. 374, Medicare Mental Health Inpatient Equity Act - Lobbied in support of this legislation to eliminate the 190-day lifetime limit on Medicare coverage for in-patient psychiatric hospital services (112th).
Discussed improving access to care for underserved population. (no bill)
Discussed importance of maintaining low income subsididies and supports in Medicare. (no bill)
Discussed the importance of coordinating services for those who qualify for both Medicare and Medicaid in order to ensure that beneficiaries receive all needed benefits but there is no duplication. (no bill)
Discussed whether, and under what circumstances, managed care could effectively be used to provide benefits to dual eligible beneficiaries. (no bill)
Discussed additional methods for fighting fraud and waste in Health Care. (no bill)
Discussed Medigap and need for guaranteed issue for all populations and need to increase medical loss ratio.
Discussed durable medical equipment bidding. (no bill)
Lobbied for legislation to provide Medicare beneficiaries with additional opportunities to enroll in Medicare Part B.(no bill)
Lobbied against the use of the Social Security account number on Government-issued identification cards issued in connection with Medicare, Medicaid, and SCHIP benefits and for other purposes. (no bill)
Discussed support to curb waste and fraud from the Medicare and Medicaid programs. (no bill)
H.R. 3630, Middle Class Tax Relief and Job Creation Act of 2012 - Discussed the legislation as it pertained to SGR.
Discussed Medicare Reform. (no bill)
H.R. 2305/S. 1123, PRIME ACT (Preventing and Reducing Improper Medicare Expenditures) - Discussed support for bill and urged cosponsorship.
Discussed the Medicare Part D prescription drug benefit program and changes needed to further lower prescription drug costs. (no bill)
H.R. 1588/S. 740, Medicare Drug Savings Act - Discussed the Medicare Drug Savings Act to require drug manufacturers to provide rebates for drugs provided to Medicare Part D low-income subsidy beneficiaries, including those who are dually eligible for Medicare and Medicaid.
Discussed potential improvements to the Medicare Savings Programs for low-income befeficiaries. (no bill)
Discussed proposals that would establish per-capita caps under Medicaid as well as other Medicaid financing proposals including block grants and changes to the current FMAP structure. (no bill)
H.R. 1717 - Discussed Medicare DMEPOS Market Pricing Program Act.
Discussed implementation of regulations regarding minimum wage and overtime for home care workers and consumer-directed care. (no bill)
Discussed the Medicare Part D prescription drug benefit program and changes needed to further lower prescription drug costs and related agency proposed rule changes. (no bill)
H. R. 1588/S.740 - Discussed the Medicare Drug Savings Act to require drug manufacturers to provide rebates for drugs provided to Medicare Part D low-income subsidy beneficiaries, including those who are dually eligible for Medicare and Medicaid.
H.R.3830/S.1900 - Discussed pending U.S. trade agreement negotiations and trade promotional or "fast track" authority legislation and their potential impact on Medicare and Medicaid prescription drug programs.
S. 2461 - Discussed Children's Health Insurance Program (CHIP) extension and CHIP Extension Act of 2014.
Discussed Part D Payment for Drugs for Beneficiaries Enrolled in Hospice - Final 2014 CMS Guidance.
Discussed Medicare Graduate Nursing Education pilot design. (no bill)
Discussed Prescription Drug Affordability. (no bill)
Discussed Prescription Drug Shortages. (no bill)
H.R. 3342, Affordable Medicines Utilization Act of 2011 - Lobbied to encourage state Medicaid programs to use safe, effective generic medications.
H.R. 2576 - Discussion to amend the Internal Revenue Code of 1986 to modify the calculation of modified adjusted gross income for purposes of determining eligibility for certain healthcare-related programs.
Discussed opposition to caps on dual eligibles; discussed managed care and dual eligibles. (no bill)
Discussed with CMS demonstration programs for dual eligibles and process related to the demonstrations, as well as other work of the Medicare-Medicaid Coordination Office, discussed consumer choice and continuity of care in Medicaid managed long-term services and supports programs, discussed focus groups on dual eligibles.
Discussed Hospital & Critical Access Hospitals Conditions of Participation proposed regulations; requested that advanced practice registered nurses and physicians assistants be allowed the full scope of services in hospital admitting and visiting privileges. (no bill)
Discussed Hospital Outpatient Therapeutic Services Final Rule underscoring that advanced practice registered nurses and physicians should be allowed to supervise such outpatient service clinics without physician oversight as long as in line with state scope of practice laws. (no bill)
Discussed health disparities. (no bill)
Discussed Medicaid reform, Medicare/Medicaid "dual eligibles" integration efforts and financial alignment demonstrations; and other CMS demonstration initiatives. (no bill)
S. 3586, Recruiting Individuals to Drive Elders (RIDE) Act - Discussed Medicaid non-emergency transportation bill (112th).
Discussed proposals that would establish per-capita caps under Medicaid as well as other Medicaid financing proposals including block grants and changes to the current FMAP structure. (no bill)
Discussed extension of funding originally provided under the Medicare Improvement for Patients and Providers Act (P.L. 110-275) to State Health Insurance Assistance Programs (SHIPs), Aging and Disability Resource Centers (ADRICs), and Area Agencies on Aging (AAAs) for Medicare outreach and enrollment counseling. (no bill)
Discussed the prevention of cuts to beneficiaries in the Medicare program. (no bill)
Discussed the prevention of an increase in the age of eligibility in the Medicare program. (no bill)
Discussed the patch to the Sustainable Growth Rate (SGR) in the Medicare program. (no bill)
Discussed concerns of block granting Medicaid. (no bill)
Discussed the Kansas managed long-term services and supports waiver proposals and related implementation issues. (no bill).
H.R.928/S.408, the Medicare Drug Savings Act - Discussed requirement for drug manufacturers to provide rebates for drugs provided to Medicare Part D low-income subsidy beneficiaries, including those who are dually eligible for Medicare and Medicaid.
Discussed Health Disparities. (no bill)
Discussed medicare demonstration project replacing standard medicare cards with Smart Card technology. (no bill)
H.R. 574 - The Medicare Physician Payment Innovation Act of 2013.
H.R. 1173 - Discussed Personalize Your Care Act.
Discussed Medicaid expansion and estate recovery. (no bill)
Discussed Medicaid and asset transfers. (no bill)
Discussed the Improving Medicare Post-Acute Care Transformation Act of 2014 and provided feedback on the draft bill. (no bill number at the time, but later bill number was H.R. 4944/S. 2553)
S. 2491, Discussed Medicare Protection Act.
Submitted comment letter on FYIS Medicare Skilled Nursing Facility payment rule. (no bill)
Discussed concern about CMS guidance on prescription drugs for medicare beneficiaries receiving hospice and coordination between hospice providers and medicare Part D sponsors. (no bill)
H.R. 1179/S.569, Improving Access to Medicare Act - Discussed support of Improving Access to Medicare Coverage Act and
urged cosponsorship and advancement of the bill.
Discussed comments regarding Medicare and You handbook. (no bill)
Discussed CMS information regarding healthcare marketplaces.
H.R. 2305/S.1123, Preventing and Reducing Improper Medicare and Medicaid Expenditures Act. Bill reduces waste, fraud, and abuse in Medicare and Medicaid programs.
Discussed Competitive bidding of durable medical equipment, prosthetics, orthotics, and supplies. (no bill)
Discussed repeal of Affordable Care Act provision making prescriptions necessary for over-the-counter drugs purchased with flexible spending accounts. (no bill)
Discussed Medicare supplemental coverage. (no bill)
Discussed the Medicare Part D prescription drug benefit program and changes needed to further lower prescription drug cost. (no bill)
Discussed potential improvements to the Medicare Savings Programs for low-income beneficiaries. (no bill)
Discussed Recruiting Individuals to Drive Our Elders Act (RIDE) would increase state flexibility by giving states the option to receive federal assistance to reimburse their volunteer drivers for no-load miles. (no bill)
Labor, Health and Human Services Appropriations Act, 2014 - Lobbied to protect vital health and social services programs from enhanced reductions from the prior year baseline, and to prevent repeal of certain financial and health care-related regulation.(no bill)
Discussed potential improvements to the Medicare Savings Programs for low-income beneficiares. (no bill)
Discussed pending U.S. trade agreement negotiations, including trade promotional or 'fast track' authority, and their potential impact on Medicare and Medicaid prescription drug programs. (no bill)
Discussed fraud, Medicare home healthcare, ways to find savings in Medicare without harming Medicare beneficiaries (care coordination, prescription drugs, waste, fraud and abuse).
Discussed You've Earned A Say, ways to find savings in medicare without harming medicare beneficiaries (care coordination, prescription drugs, waste, fraud and abuse).
PL.111-148 - Discussed implementation of provision to require reporting of nursing home staffing data based on payroll data.
Discussed Medicare Advantage. (no bill)
Discussed H.R. 3616, Protecting Seniors from Healthcare Fraud Act.
Discussed observation care and "two-midnight rule". (no bill)
H.R. 1070, the Removing Barriers to Colorectal Cancer Screening Act - Discussed and sent letter of endorsement to bill.
Discussed the Medicare Part D prescription drug benefit program and changes needed to further lower prescription drug costs and related agency proposed rule changes. (no bill)
H.R. 1588/S.740, Medicaid Drug Savings Act - Discussed the requirement for drug manufacturers to provide rebates for drugs provided to Medicare Part D low-income subsidy beneficiaries, including those who are dually eligible for Medicare and Medicaid.
Discussed potential improvements to the Medicare Savings Programs for low-income beneficiaries. (no bill)
Discussed pending U.S. Trade agreement negotiations, including trade promotional or "fast track" authority, and their potential impact on Medicare and Medicaid prescription drug programs. (no bill)
H.R. 2810/S.1871/H.R. 4015/S.2110 - Discussed SGR repeal and health care extender provisions, including the Qualified Individual low-income Medicare beneficiary assistance program.
H.R. 4418, The Expanding Availability of Medicare Data Act - Sent letter of endorsement.
Discussed Medicare data and billing transparency. (no bill)
Discussed socio-economic risk adjustment. (no bill)
Discussed nursing home staffing data in meeting with CMS. (no bill)
Discussed advanced care planning, Welcome to Medicare visit, and Medicare wellness visits.
Discussed language access in managed long-term services and supports in meeting with the HHS Office for Civil Rights.
S. 2240, Discussed Medicare Choices Empowerment and Protection Act.
S. 1439, Discussed support for Care Planning Act.
Discussed LTSS Scorecard and reserving a room/logistics for Hill briefing on the LTSS Scorecard. (no bill).
Discussed managed LTSS and language access. (no bill)
H.R. 3024, Discussed the Medicare Common Access Card Act.
H.R. 9673, Discussed the Bundling and Coordinating Post Acute Care (BACPAC) Act and shared views on post-acute care return.
Discussed Medicare expansion. (no bill)
H.R. 1179/S. 569, Improving Access to Medicare Coverage Act - Submitted written statement for the record for the current hospital ---in the Medicare program hearings. Shared draft witness questions with some subcommittee members and committee staff.
Discussed Medicaid Labs Spousal Impoverishment provisions (PL. 111-198).
S. 2361, Discussed Stop Schemes and cons against Medicare and seniors.
Invited Hill staff to attend the LTSS Scorecard briefing. (no bill)
Participated in a roundtable discussion on long-term services and supports. (no bill)
Discussed Welcome to Medicare Visit and advance care planning. (no bill)
Discussed transparency in healthcare. (no bill)
Discussed New York State Community first choice option and workforce issues. (no bill)
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), Government Accountability Office (GAO), White House Office, Office of Management & Budget (OMB), Centers For Medicare and Medicaid Services (CMS), Administration on Aging, Medicare Payment Advisory Commission (MedPAC), Social Security Administration (SSA), Labor - Dept of (DOL), Justice - Dept of (DOJ), Treasury - Dept of, Federal Trade Commission (FTC)
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 |
|
|
|
Joyce A. |
Rogers |
|
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|
Winifred V. |
Quinn |
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|
|
Rhonda |
Richards |
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|
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Andrew |
Scholnick |
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|
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Denise |
DeMichele |
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|
|
Kenneth |
Hertz |
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|
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Leigh |
Purvis |
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Ariel |
Gonzalez |
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Nancy |
LeaMond |
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|
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Shannon |
Russell |
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Margaret |
Randolph |
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Beverly |
Gilyard |
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Blake E. |
Kelly |
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Larry |
White |
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Timothy J. |
Gearan |
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Mary Cheryl |
Matheis |
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John |
Hishta |
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Cristina |
Martin-Firvida |
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John S. |
Cummings |
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Nina |
Weiler-Harwell |
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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
Discussed importance of potential savings both to consumers and to the federal government of granting Secretarial Negotiating Authority to Secretary of HHS on Medicare Part D. (no bill)
Discussed legislative intent with respect to biologic drugs and the exclusivity period; and discussed importance of potential savings to the health care system generally. (no bill)
Discussed need for greater consumer safety protections both in OTC and prescription drugs. (no bill)
Discussed need for doctors to get unbiased information on prescription pharmaceuticals through programs like academic detailing. (no bill)
Discussed possible savings and better health care outcomes that could result from Medication Therapy Management. (no bill)
Pub. Law 111-148 and 111-152 - Discussed implementation of health care legislation to reform the health care system to provide quality healthcare, expand access to long-term services and supports, and reduced prescription drug costs.
Discussed greater affordability of generic versions of both generic and biologic drugs.
S. 319, Pharmaceutical Market Access and Drug Safety Act of 2011 - Discussed legislation that establishes a framework for the safe, legal importation of lower-priced prescription drugs from abroad.
S. 1206, Medicare Drug Savings Act of 2011 - Discussed rebates in Medicare Part D as a cost savings measure in Medicare that does not harm beneficiaries.
H. R. 3342, Affordable Medicines Utilization Act of 2011 - Lobbied on legislation to encourage state Medicaid programs to use safe, effective generic medications.
S. 27, Preserve Access to Affordable Generics Act of 2011- Lobbied for this legislation preventing abuses in patent settlements between generic and brand name prescription drug companies.
S. 1886/H.R. 3468 of 2011- Discussed counterfeit drug penalty enhancement.
Discussed prescription drug safety, drug shortage, and medical device safety, and related user fee legislation.
S. 2193 of 2012, the Ensuring Safe Medical Devices for Patients Act - Discussed legislation to include devices in the post-market risk identification and analysis system for prescription drugs and to expedite the implementation of the unique device identification system for medical devices.
Discussed draft legislation to address the issue of whether generic drug manufacturers have a duty to include new warnings about potentially serious side effects on their labels as they become known by giving generic drug makers the same ability to update their labeling as manufacturers of brand name drugs. (no bill)
S.3187, Food and Drug Administration safety and Innovation Act - FDA user fee agreement legislation focusing on the review process for prescription drugs and medical devices, prescription drug safety, drug shortages, medical device safety and access to generic drugs.
S.3212, Cody Miller Initiative for Safer Prescriptions Act - To require the Secretary of Health and Human Services to promulgate regulations regarding the authorship, content, format, and dissemination of Patient Medication information.
Discussed pay-for-delay agreements as tactic by drug manufacturers to block lower cost drugs from entering the market, and the Fair and Immediate Release of Generics Drugs Act that would address the underlying issue of "parked exclusivities" in the Hatch-Waxman Act (S.1882).
Discussed the issue of biosimilar drug naming and how biosimilars should use a common International Non-proprietary name as reference originator biologic products. (no bill)
S. 504, the Fair and Immediate Release of Generic Drugs Act/S.214, the Preserve Access to Affordable Generics Act -
Discussed the Patient Safety and Generic Labeling Improvement Act. (no bill)
H.R. 4800/S. 2389, Agriculture Appropriations bill, 2015 - Lobbied to protect and enhance funding levels for FDA to enable it to effectively manage it's food safety and medical product programs.
Discussed Unique Device Identification (UDI) issues including proposed rules and implementation. (no bill)
Discussed oversight of laboratory genetic testing. (no bill)
Discussed AARP's concerns with prescription drug costs. (no bill)
S.117, Medicare Prescription Drug Price Negotiation Act - Discussed bill that allows medicare to negotiate medicare prescription drug prices with drug companies.
S.504/S.214, The Fair and Immediate Release of Generics Drugs Act/Preserve Access to Affordable Generics Act - Discussed legislation to address pay-for-delay agreements used by drug manufacturers to block lower cost drugs from entering the market.
Discussed the exclusivity period for biologic drugs. (no bill)
Discussed the Patient Safety and Generic Labeling Improvement Act. (no bill)
Discussed biologic drug issues including implementation of the new approval pathway for biosimilar drugs. (no bill)
Discussed the importance of potential savings to both consumers and the federal government of granting Secretarial negotiating authority to the HHS Secretary under Medicare Part D. (no bill)
S. 504, the Fair and Immediate Release of Generics Drugs Act/S. 214, the Preserve Access to Affordable Generics - Discussed legislation to address pay-for-delay agreements used by drug manufacturers to block lower cost drugs from entering the market.
Discussed the exclusivity period ofr biologic drugs. (no bill)
Discussed the Food and Drug Administration proposed rule to enable generic drug makers to independently update their drug labeling. (no bill)
Discussed biologic drug issues including implementation of the new approval pathway for biosimilar drugs. (no bill)
S. 1720/S.2049/S.866, - Discussed patent reform legislation and related provisions.
Discussed the importance of potential savings to both consumers and the federal government of granting Secretarial negotiating authority to the HHS Secretary under Medicare Part D. (no bill)
Discussed legislation to address pay-for-delay agreements used by drug manufacturers to block lower cost drugs from entering the market (the Fair and Immediate Release of Generic Drugs Act (S. 504) and (the Preserve Access to Affordable Generics Act) (S.214).
Discussed the exclusivity period for biologic drugs. (no bill)
Discussed the Food and Drug Administration proposed rule to enable generic drug makers to independently update their drug labeling. (no bill)
Discussed biologic drug issues including implementation of the new approval pathway for biosimilar drugs. (no bill)
S. 1720/S. 2049/S.866 - Discussed patent reform legislation and related provisions.
Discussed other prescription drug issues and potential legislation on drug importation and "least costly alternative" payment for Part B durgs. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Health & Human Services - Dept of (HHS), Food & Drug Administration (FDA), Justice - Dept of (DOJ), Centers For Medicare and Medicaid Services (CMS), Medicare Payment Advisory Commission (MedPAC), Office of Management & Budget (OMB), Treasury - Dept of
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 |
Shannon |
Russell |
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David |
Certner |
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Beverly |
Gilyard |
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Rhonda |
Richards |
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Ariel |
Gonzalez |
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Nancy |
LeaMond |
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Cristina |
Martin-Firvida |
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Joyce A. |
Rogers |
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Blake E. |
Kelly |
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Kenneth |
Hertz |
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Leigh |
Purvis |
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Denise |
DeMichele |
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Timothy J. |
Gearan |
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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
Discussed demographics and priorities for AARP members and the 50+ population in general. (no bill)
Discussed with lawmakers & the Administration to keep Social Security separate from all budget negotiations/deficit reduction measures and opposed proposals for a "Chained CPI"
Discussed the Department of Labor's proposed new fiduciary duty regulation with Congressional staff.
Discussed possible proposals to improve pension rights for participants and reform proposals to improve pension coverage and adequacy. ( no bill)
Briefed Congress on AARP's "You've Earned A Say"- A national conversation on the future of Social Security and Medicare with AARP members and all Americans.
Lobbied against cuts to Social Security benefits via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefits, among others. (no bill)
S.500, the Keeping Our Social Security Promise Act - Discussed legislation to apply payroll taxes to employment and self-employment taxes to remuneration up to the contribution and benefit base and to remuneration in excess of $250,000.
S. 308, the Protecting and Preserving Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security.
S.567, the Strengthening Social Security Act - Discussed legislation to implement the CPI-E for annual Social Security COLA's and to eliminate the cap on maximum taxable wages under Social Security.
Discussed current and future challenges of Social Security's Representative Payee program. (no bill)
Discussed pending DOL regulations of summary documents for 401(k) fee disclosure. (no bill)
Discussed with Congress and the Department of Treasury's Financial Management Service their efforts regarding the March 2013 move away from paper checks to electronic benefit payments for all Social Security beneficiaries. (no bill)
S. Con. Res.8, Sanders Amendment to Senate Budget Resolution - to prevent cuts to Social Security via the adoption of chained CPI to calculate annual cost of living adjustments for Social Security and Veterans benefts, among others.
S. Con.Res.8, AARP expressed opposition to the Ayotte amendment (#165) to prohibit the Department of Labor from implementing a proposal to expand the definition of "fiduciary" under the Employee Retirement Income Security Act (ERISA) to include appraisals of employee stock ownership plans.
S. Con.Res. 8, AARP expressed opposition to the Isakson amendment (#571) to prohibit the Department of Labor from updating ERISA fiduciary protections to safeguard the savings of worker investments in retirement accounts.
Conducted staff briefings on the importance of DOL and SEC efforts to update the definition of a fiduciary to better protect American investors and H.R. 2374.
Letters sent to Hill on the importance of tax incentives for retirement and health plans. (no bill)
Letter sent to the President to prioritize the nomination of a new commissioner for the Social Security Administration. (no bill)
Submitted comments to the DOL in response to their Advanced Notice of Proposed Rulemaking (ANPRM) on the issue of lifetime income illustrations in periodic pension benefit statements of defined contributions pension plans such as 401(k) and 403(b) plans. (no bill)
Submitted comments to the Ways and Means Committee in response to their request for comments from the public on chained CPI and other benefit reductions to Social Security. Further delivered 2.4 million petitions in response to these requests. (no bill)
Discussed S. 1270, the SAFE Retirement Act.
Discussed S. 1351, the INFORM Act.
H. R. 1601, the SSI Restoration Act - Signed on to Leadership Council of Aging Organization's (LCAO) endorsement letter on legislation to update aspects of the Supplemental Security Income Program.
Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid benefit cuts in any package pertaining to the continuing resolution or the debt ceiling.
Discussed retirement bills in draft with multiple staffers. (no bill)
Sent letter opposing Thune amendment to the Highway bill which would cut benefits under SSDI and UI. (no bill)
Discussed legislation to improve SSA administrative services. (no bill)
Discussed proposals to protect multi-employer pensions. (no bill)
H.R. 2229, the Safeguarding Social Security Numbers Act of 2013 - Discussed legislation with Hill staff to establish a universal standard for the truncation of Social Security Numbers to prevent identity theft and fraud.
H.R. 2171/S. 1145, the Lifetime Income Disclosure Act - Support for bipartisan legislation to express on annual 401(k) benefit statements the approximate annuity value of the lump sum value of the account.
Discussed potential AARP comments to the Department of Labor's Employee Benefits Security Administration's Announcement of Proposed Rulemaking on lifetime income illustrations given to participants in defined contribution pension plans, such as 401(k) and 403(b) plans. (no bill)
Discussed with officials from DOL Employee Benefits Security Administration the planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans. (no bill)
H.R. 2374, the Retail Investor Protection Act - Expressed opposition to H.R. 2374 to delay the DOL's planned re-proposal of regulations to update the definition of a fiduciary for ERISA covered pension plans until 60 days after the potential release of similar regulations by the Securities and Exchange Commission.
H.R. 2154, the CPI for Seniors Act of 2013 - Discussed legislation to implement a Consumer Price Index for Seniors for calculating annual Social Security cost of living adjustments.
Lobbied to prevent inclusion of Medicare, Medicaid, and Social Security benefit cuts and protect vital health, social services, housing and transportation programs in any Deficit Reduction proposals and from enhanced redutions under sequestration. (no bill)
H.R. 2374, Labor, HHS and Related Agencies Appropriations bill 2015 - Letter and lobbying in opposition to this bill that would delay or prevent a DOL proposed rulemaking on Fiduciary Duty. Conducted briefings in both House and Senate.
Met with DOL officials to urge reissuance of a proposed rule to update fiduciary duty as it applies to ERISA. (no bill)
Letter to Senate urging members not to sign a letter to OMB that would delay or prevent a DOL rulemaking on fiduciary duty. (no bill)
Sent letter to Congress to urge the House and Senate to take steps to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill)
Sent letter to White House to urging the President to take steps with Congress to avoid default on our national debt and avoid risking benefits for current Social Security and Medicare beneficiaries. (no bill)
Lobbied opposition to H.R. 2374, the Retail Investor Protection Act, voted on by the House in October 2013.
Lobbied to prevent the inclusion of Social Security, Medicare and Medicaid cuts for the purpose of achieving deficit reduction, a budget agreement, or as a tradeoff for scheduled sequestration cuts or other government spending. (no bill)
Letter to OMB in opposition to a letter sent to the Agency by ten Senators urging that any DOL fiduciary duty rule be delayed until 60 days after completion of a related SEC proposal.
Submitted testimony to Finance Committee for hearing on December 18th on Social Security.
Discussed draft Social Security legislation with several Congressional staffers. (no bill)
S. 1979, the USA Retirement Funds Act - Lobbied for additional protections to ensure older workers and retirees pension benefits are fully protected.
S. 1970, the Retirement Security Act - Lobbied for additional protections for lower income and other workers to ensure that promised benefits are equitably provided.
S. 2089, the SSI Restoration Act - AARP considered the need to update and index SSI benefits for inflation.
S. 1270, Retirement Security Act - Sent letter of support.
Met with Department of Treasury on pending retirement initiatives.
Met with NEC staff on retirement issues.
Met with DOL on retirement issues.
Met with Administration staff to discuss issuance of proposed rules on Fiduciary duty.
Multi-employer Pension Reform - Discussed concerns regarding reform proposals that cut retiree benefits; met with PBGC.
(no bill)
Letter to SEC demonstrating the harm from maintaining the suitability standard as opposed to imposing a fiduciary duty on broker/dealers to investors. (no bill)
Discussed the need for fiduciary duty and user fees to fund the examination of registered investment advisors. (no bill)
Letter to SEC in support of efforts to improve marketing and advertising of target date funds.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Social Security Administration (SSA), White House Office, Labor - Dept of (DOL), Internal Revenue Service (IRS), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC)
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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Cristina |
Martin-Firvida |
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Denise |
DeMichele |
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Beverly |
Gilyard |
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Peter |
Jeffries |
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Dawit |
Kahsai |
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Mary Cheryl |
Matheis |
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Timothy J. |
Gearan |
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Nancy |
LeaMond |
|
|
|
Winifred |
Quinn |
|
|
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Blake E. |
Kelly |
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Michele |
Varnhagen |
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Kevin |
Donnellan |
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|
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John S. |
Cummings |
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|
Mary |
Wallace |
|
|
|
Shannon |
Russell |
|
|
|
Joyce A. |
Rogers |
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|
|
John |
Hishta |
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Deborah |
Chalfie |
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Nina |
Weiler-Harwell |
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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
H.R.38/S.448, Senior's Tax Simplification Act, to the existing description of H.R. 1058 in Tax Section - Submitted letter of support to Senate original co-sponsors in May.
S. 3680, the 2013 Making Working Pay Credit Act - Discussed introduction of the legislation and review the bill (113th Congress).
H.R. 38/S. 448, Seniors Tax Simplification Act - Discussed support of the bill and urged cosponsorship.
Corresponded with members of Congress regarding priorities for health care and retirement in tax reform.
Met with multiple Congressional staff regarding priorities for retirement in tax reform. (no bill)
Discussed views on tax reform to hill staff. (no bill)
H.R. 3894, Senior Citizens Tax Elimination Act - Worked to prepare AARP member communications on bill.
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),
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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Joyce A. |
Rogers |
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|
Nancy |
LeaMond |
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Dawit |
Kahsai |
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Shannon |
Russell |
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Beverly |
Gilyard |
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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
Filed comments and ex partes on Internet Protocol transition technology.
Response to request for comments on Docket 12-353. (no bill)
Discussed current FCC issues and request for comments.
Discussed Lifeline issues.
Discussed Internet Protocol with Congressional staff members.
Discussed Internet Protocol transition with FCC staff.
Discussed telecom issues with NTIA staff.
H.R. 3670 - Discussed and recommended AARP support for bill on Anti-Spoofing.
Responded to request for Reply Comments on IP Transition with FCC. (no bill)
Met with Senate Commerce, Science and Transportation Committee staff on AARP affordable telecommunications' issues. (no bill)
Discussed impact of proposed legislation regarding Designated Market Areas (DMSs) and the impact on viewing of 50+ living in smaller or non-dominant DMA markets with Senator and staff. (no bill)
17. House(s) of Congress and Federal agencies Check if None
Federal Communications Commission (FCC), 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 |
David |
Certner |
|
|
|
Joyce A. |
Rogers |
|
|
|
Nancy |
LeaMond |
|
|
|
Marther Thomas |
Doneghy |
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Cristina |
Martin-Firvida |
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George |
Gaberlavage |
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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
Discussion of transportation issues for the reauthorization of MAP-21. AARP interests include increasing funding for public transit and special needs para-transit services, promotion of older driver and pedestrian safety, expanding adoption of planning and design features to better accommodate all roadway users and strengthening connections between transportation and land use planning.
Discussed legislation regarding roadway design and policy enhancements to promote safety for older drivers and pedestrians and increased access to specialized and public transportation for older adults. (no bill)
S. 2004, The Safe Streets Act of 2014 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users.
H.R. 2468, The Safe Streets Act of 2013 - Discussed legislation to ensure that new or improved federally-funded roadways are planned, designed, operated, and maintained to safely accomodate all roadway users.
Discussed the need to improve human services transportation coordination.
H.R. 3547/H.J.R. 59/H.R. 2775, H.J.R. 106, Consolidated Appropriations Act, 2015 - Lobbied to protect funding levels for senior housing and transportation programs, and related community development aid.
H.R. 4507, the Pedestrian Fatalities Reduction Act - Sent a letter of support.
S. 2284, the Pedestrian Safety Act - Sent a letter of support.
Submitted a comment letter to the Department of Transportation regarding a proposed rule for Highway Safety Improvement Performance Management expressing the need for separate performance measures for non-motorized travel.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Transportation - Dept of (DOT), Natl Highway Traffic Safety Administration (NHTSA), Federal Transit Administration (FTA), Federal Highway Administration (FHA)
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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|
|
Joyce A. |
Rogers |
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|
Debra |
Alvarez |
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Cristina |
Martin-Firvida |
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Nancy |
LeaMond |
|
|
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Shannon |
Russell |
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|
Timothy J. |
Gearan |
|
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|
George |
Gaberlavage |
|
|
|
Denise |
DeMichele |
|
|
|
Beverly |
Gilyard |
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|
|
Blake |
Kelly |
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John S. |
Cummings |
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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 TOR
16. Specific lobbying issues
Discussed implementation of Tort reform provisions of Affordable Care Act (Pub. Law 111-148), including various demonstration proposals.
Discussed other possible revisions to Tort system that would preserve patient protections and have goal of reducing medical error. (no bill)
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 |
Ariel |
Gonzalez |
|
|
|
Joyce A. |
Rogers |
|
|
|
Nancy |
LeaMond |
|
|
|
David |
Certner |
|
|
|
Andrew |
Scholnick |
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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
Pub. Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation.
Responded to requests for comment with regard to Payday Lending, Mandatory Arbitration, "Larger Participants" (non-bank), and Bank Overdraft Fees.
Discussed response to requests for comment with regard to Student Loan Affordability and Authority to restrict Mandatory Pre-Dispute Arbitration.
Lobbied against H.R. 3035 the "Mobile Informational Call Act" of 2011.
Responded to Consumer Financial Protection Bureau request for comment on "Procedural Rules to Establish Supervisory Authority over Certain Nonbank Covered Persons Based on Risk Determination.
Responded to Consumer Financial Protection Bureau request for comment on Senior Financial Exploitation.
Submitted comment letter to the CFPB on Integrated Mortgage Disclosure under RESPA and TILA Docket No. CFPB-2012-0028.
Submitted comments to the CFPB on effective financial education, Docket No. CFPB 2012-0030.
H.R. 2786/S.1371, Financial Services and General Government Appropriations bill, 2014 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer protection laws and agencies.
H. R. 1953, Senior Fraud Prevention Act - Expressed support for bill and urged cosponsorship.
S. 807, Letter of Support for the Plain Writing Act for Regulations.
S. 1358, Letter in support of the Senior Fraud Prevention Act.
Letter from AARP and Americans Act for Financial Reform (AFR) to the House urging opposition to a package of bills that would weaken CFPB's structure and funding mechanism.
S. 878/H.R. 1844, Arbitration Fairness Act - AARP went on record in support of the bills.
Financial Services and General Government Appropriations bill, 2015 - Lobbied to protect funding levels for SEC, CFIC and CFPB, enforcement of consumer portection laws and agencies.
H.R. 3193, Consumer Financial Freedom and Washington Accountability Act - Letter in opposition to bill to weaken the CFPB.
Sent letter to CFPB to correct abusive debt collection practices, Docket 2013-0033, RIN 3170-AA41.
H.R. 4436, Discussed Investing in Student Success Act.
Discussed Fraud Watch Network. (no bill)
Briefed House Financial Services staff on detrimental effects of mandatory pre-dispute arbitration clauses in contracts. (no bill)
Briefed Senate financial services staff on bank fraud and the objectives of the Department of Justice's Operation Choke Point. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Securities & Exchange Commission (SEC), Labor - Dept of (DOL), Federal Reserve System
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 |
|
|
|
Mary |
Wallace |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
George |
Gaberlavage |
|
|
|
Joyce A. |
Rogers |
|
|
|
David |
Certner |
|
|
|
Shannon |
Russell |
|
|
|
Rhonda |
Richards |
|
|
|
Timothy J. |
Gearan |
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Ryan |
Wilson |
|
|
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 INS
16. Specific lobbying issues
Pub. Law 111-148 and 111-152, Patient Protection and Affordability Care Act - Discussed implementation of certain provisions related to affordable quality health care and expand access to long-term services and supports.
Discussed the age rating provisions in the law.
Discussed need for transparency in rate reviews. (no bill)
Discussed need for consumer protection in internal and external appeals for self-funded plans. (no bill)
H. R. 1213 (112th Congress, To repeal mandatory funding provided to States in the Patient Protection and Affordable Care Act to establish American Health Benefit Exchanges - Sent letter in opposition to HR 1213 which would repeal the mandatory funding provided to states under the Patient Protection and Affordable Care Act to establish American Health Benefit Exchanges.
Discussed medical loss ratio. (no bill)
Discussed Pre-existing Condition Insurance Program. (no bill)
Discussed Accountable Care Organization and Medical Shared Savings. (no bill)
Discussed Rate Review. (no bill)
Discussed Internal Appeals and External Review Process. (no bill)
Discussed Medicare reimbursement issues. (no bill)
Lobbied in support of Medicare physician payment reform. (no bill)
Discussed legislation to make prescription drugs more affordable to older Americans. (no bill)
Discussed Consumer protection and implementation of the Affordable Care Act (P.L. 111-148).
Discussed the implementation of insurance exchages in the ACA. (no bill)
H.R. 544, Liberty bill - Discussed AARP's opposition to the bill.
Discussed recently published FAQs on out of pocket health insurance limits with DOL. (no bill)
Financial Services and General Government Appropriations, 2015 - Lobbied to protect funding for state high risk pool and insurance exchanges.(no bill)
Discussed and provided feedback on draft legislation to provide for the opportunity for third party notification, re: certain types of insurance. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Health & Human Services - Dept of (HHS), Labor - Dept of (DOL), Treasury - Dept of
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 |
Joyce A. |
Rogers |
|
|
|
Ariel |
Gonzalez |
|
|
|
Nancy |
LeaMond |
|
|
|
Rhonda |
Richards |
|
|
|
David |
Certner |
|
|
|
Timothy J. |
Gearan |
|
|
|
Andrew |
Schwab |
|
|
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
H.R. 2642, Agricultural Act of 2014 - Reauthorize Farm program and discussed House Agriculture Committee Farm Bill Reauthorization Draft and provisions affecting federal nutrition programs.
H.R. 6083 (112th Congress), Federal Agriculture Reform and Risk Management Act - Discussed reauthorization of the Farm Bill.
H.R. 6518, State Nutrition Assistance Flexibility Act of 2012 - Discussed federal nutrition block grant to states.
H.R. 6567- Replaces H.R.6518 as core nutrition block grant legislation.
H. Res. 760 - Opposes cuts in SNAP.
Discussed the Older Americans Act, SNAP, and LIHEAP.
Reintroduction of House and Senate Agriculture Committees bills to reauthorize the "Farm Bill". (no bill)
H.R. 1947/S. 954, Farm Bill - Advocated opposition to amendments to cut SNAP funds.
H.R. 4800/S. 2389, Agriculture Rural Development, FDA Appropriations, 2015 - Lobbied to protect funding levels for low income and senior nutrition programs.
Labor, Health and Human Services Appropriations, 2015 - Lobbied to protect needs based energy and nutrition assistance. (no bill)
H.R. 3102, Nutrition Reform and Work Opportunity Act - Lobbied against cuts to SNAP.
H.R. 2642/S. 3240, the Agricultural Act of 2014 - Reauthorize Farm program and discussed House Agriculture Committee Farm Bill Reauthorization statement in support of the Farm Bill conference agreement.
S. 1311, Expedited Disability Insurance Payments for Terminally Ill Individuals of 2013 - Lobbied in support of legislation to eliminate five month waiting period for disability benefits for terminally ill individuals.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Agriculture - Dept of (USDA), Administration on Aging, Bureau of the Census
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 |
Larry |
White |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Joyce A. |
Rogers |
|
|
|
Denise |
DeMichele |
|
|
|
David |
Certner |
|
|
|
Nancy |
LeaMond |
|
|
|
Timothy J. |
Gearan |
|
|
|
Ariel |
Gonzalez |
|
|
|
Beverly |
Gilyard |
|
|
|
Margaret |
Randolph |
|
|
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
Labor, Health and Human Services Appropriations, 2015 - Lobbied to protect job training, and employee retiree benefits. (no bill)
S. 1391/H.R. 2852, Protecting Older Workers Against Discrimination Act - Urged support for this bill to restore legal standards on employment discrimination.
H.R. 3547/H.J.R. 59/H.R. 2775/H.J.R. 106, Consolidated Appropriations Act, 2014 - Lobbied to protect job training, equal employment and employee retiree benefits.
S. 1797/S.1845/H.R. 3979, Extension of Emergency Unemployment Insurance - Supported renewal of program and opposed using Social Security disability funds to pay for it.
Discussed implementation of FLSA final regulation regarding minimum wage and overtime for home care workers.
H.R. 803, Workforce Innovation and Opportunity Act - Supported passage of bill.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Labor - Dept of (DOL), Equal Employment Opportunity Commission (EEOC), White House Office, Office of Management & Budget (OMB),
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 |
Deborah |
Chalfie |
|
|
|
Cristina |
Martin-Firvida |
|
|
|
Nancy |
LeaMond |
|
|
|
Joyce A. |
Rogers |
|
|
|
David |
Certner |
|
|
|
Peter |
Jeffries |
|
|
|
Shannon |
Russell |
|
|
|
Rhonda |
Richards |
|
|
|
Denise |
DeMichele |
|
|
|
Beverly |
Gilyard |
|
|
|
Blake |
Kelly |
|
|
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John |
Hishta |
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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
S. 2037, Discussed reauthorization of the Older Americans Act and various proposals (113th Congress).
S. 462, Elder Abuse Victims Act of 2011 - Continued advocacy to develop legislative and regulatory policy to protect seniors from abuse, exploitation and neglect.
S. 1028, OAA Amendments of 2013 - Discussed various reauthorization amendments.
H.R. 3850, OAA Reauthorization Act of 2014 - Discussed support for passage of a simple bill.
S. 1562, OAA Reauthorization Act of 2014 - Discussed urging introduction and passage of a simple bill.
H.R. 4122, OAA Reauthorization Act of 2014 - Discussed urging introduction and passage of a simple bill.
Discussed with ACL and AOA officials in a briefings on elder abuse, guardianship, OAA data collection and Presidential Budget proposals.
H.R.2883/S. 1542 (112th Congress), Child and Family Services Improvement and Innovation Act - Discussed provisions supporting grandparents raising grandkids.
S. 465, Senior Financial Empowerment Act of 2011 - Continued advocacy to develop legislative and regulatory policy to protect seniors from abuse, exploitation and neglect.
S. 464, Elder Abuse in Later Life Act of 2011 - Continued advocacy to develop legislative and regulatory policy to protect seniors from abuse, exploitation and neglect.
S.2077/H.R. 866, Elder Abuse Prevention Act (112th Congress) - Continued advocacy to develop legislative and regulatory policy to protect seniors from abuse, exploitation and neglect.
S. 1263/H.R. 112, Silver Alert Act - Discussed elder abuse issues of 2011.
S. 2037, Older Americans Act Amendments of 2012 - Discussed legislation.
S. 1744, Guardian Accountability and Senior Protection Act - Supported legislation (112th Congress).
H.R. 4945, Improving Care for Vulnerable Older Citizens through Workforce Advancement Act of 2014 - Discussed legislation.
Discussed elder abuse issues, ARDC's and the World Elder Abuse Awareness Day.
S.3358, Responding to urgent needs of survivors of the Holocaust Act - Discussed the improvement of services under OAA.
Discussed legislation on Guardianship and Elder Abuse Prevention. (no bill)
S. 1284, Labor, Health and Human Services Appropriations, 2014 - Lobbied to protect funding levels for Older Americans Act programs.
S. 1028, OAA Reauthorization - Advocated adoption of a simple OAA reauthorization bill.
Discussed House OAA Reauthorization by advocating adoption of simple OAA reauthorization bill. (no bill)
S. 975, Court Appointed Guardian Accountability Act - Discussed necessary changes to bill.
Discussed Seniors Fraud Protection Act (H.R. 1953/S. 1358) and Elder Protection and Abuse Prevention Act (S. 1019) and health care scams.
Discussed support of compromise Senate OAA requthorization bill by HELP Committee Leadership. (no bill)
Discussed support of S. 1358, Seniors Fraud Prevention Act of 2013.
S. 1562, HELP Compromise OAA Reauthorization Bill- AARP supports bipartisan bill.
AARP promotes similar simple OAA Reauthorization in House. (no bill)
Discussed OAA Reauthorization proposals with AOA officials.
Labor, HHS Appropriations bill, 2015 - Lobbied to protect funding levels for Older Americans Act programs.
Discussed Older Americans Act program data collection with the Administration for Community Living.
Discussed OAA data collection comment letter submission, Elder Justice Act Reauthorization, and OAA Reauthorization (ACL)
Discussed possible family caregiving legislation.
S. 1562, Senate Older Americans Act reauthorization bill - Discussed moving the bill to the floor for a vote with Senate staff.
Discussed speaking to constituents regarding the Older Americans Act and other issues.
Discussed White House Summit on Working Families. (no bill)
Submitted comment letter on proposed NIDRR Rehabilitation Research & Training Center with a family support priority.
Discussed legislation to support family caregivers. (no bill)
Discussed care corps/caregiving corps. ( no bill)
Discussed hearing on the sandwich generation. (no bill)
Discussed elder abuse and World Elder Abuse Awareness Day reception. (no bill)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Administration on Aging, Justice - Dept of (DOJ), Labor - Dept of (DOL), Health & Human Services - Dept of (HHS), Government Accountability Office (GAO), Agriculture - Dept of (USDA)
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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Larry |
White |
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Rhonda |
Richards |
|
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Cristina |
Martin-Firvida |
|
|
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Ariel |
Gonzalez |
|
|
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David |
Certner |
|
|
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Joyce A. |
Rogers |
|
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Shannon |
Russell |
|
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Margaret |
Randolph |
|
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Denise |
DeMichele |
|
|
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Beverly |
Gilyard |
|
|
|
Blake |
Kelly |
|
|
|
Winifred |
Quinn |
|
|
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John S. |
Cummings |
|
|
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 VET
16. Specific lobbying issues
Endorsement of legislation to authorizing minting of Congressional Gold Medal for 65th Infantry Regiment, known as the Borinqueneers.
H.R. 1726/S. 1174, To award a Congressional Gold Medal to the 65th Infantry Regiment, known as the Borinqueneers - Sent letter endorsing bill to bill sponsors.
Discussed VA regulation regarding use of Medicare procedures to enter into provider agreements for extended care services. (no bill)
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 |
Joyce A. |
Rogers |
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David |
Certner |
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Nancy A. |
LeaMond |
|
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Cristina |
Martin-Firvida |
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Timothy J. |
Gearan |
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Rhonda |
Richards |
|
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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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LOBBYIST UPDATE
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
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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 |
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4 | 8 | 12 |