Clerk of the House of Representatives
Legislative Resource Center
135 Cannon Building
Washington, DC 20515
http://lobbyingdisclosure.house.gov 		Secretary of the Senate
Office of Public Records
232 Hart Building
Washington, DC 20510
http://www.senate.gov/lobby
LOBBYING REPORT

Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page

1. Registrant Name Organization/Lobbying Firm Self Employed Individual
AARP

2. Address

Address1
601 E STREET, 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
​
 Country
​
4a. Contact Name b. Telephone Number c. E-mail
​Mr.
​DAVID CERTNER
​2024343750
​DCERTNER@AARP.ORG
5. Senate ID#
​1694-12
7. Client Name Self Check if client is a state or local government or instrumentality
​AARP
6. House ID#
​306360000
TYPE OF REPORT 8. Year
​2008
 Q1 (1/1 - 3/31) Q2 (4/1 - 6/30) Q3 (7/1 - 9/30) Q4 (10/1 - 12/31)

9. Check if this filing amends a previously filed version of this report

10. Check if this is a Termination Report Termination Date
​
 11. No Lobbying Issue Activity
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13
12. Lobbying 13. Organizations
INCOME relating to lobbying activities for this reporting period was: EXPENSE relating to lobbying activities for this reporting period were:
Less than $5,000
Less than $5,000
$5,000 or more $
​
$5,000 or more $
​7,220,000.00
Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options.
Method A. Reporting amounts using LDA definitions only

Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code

Method C. Reporting amounts under section 162(e) of the Internal Revenue Code

Signature
Digitally Signed By: Thomas Nelson, Chief Operating Officer
 Date
4/21/2008

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code BAN

16. Specific lobbying issues

LENDING S2452 - Lobbied to protect older homeowners from predatory mortgage lending practices
LENDING S2452 - Lobbied to protect older homeowners from predatory mortgage lending practices
LENDING S2452 - Lobbied to protect older homeowners from predatory mortgage lending practices

17. House(s) of Congress and Federal agencies Check if None

Senate

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
David
Certner
Mr.
​
Susanna
Montezemolo
Ms.
​
David
Sloane
Mr.
​
Harroll
Backus
Mr.
​

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

BUDGET/APPROPRIATIONS (SENATE)- lobbied to ensure that comparative effectiveness research is promoted (including appropriations financing for AHRQs section 1013 funding) and/or that Medicare Part D is not means tested.
BUDGET/APPROPRIATIONS (HOUSE) - Budget summary memo on AARP's analysis on the analysis of the President's budget.

BUDGET/APPROPRIATIONS HCR 312 - Lobbied in favor of Medicare premium protection language in the budget and for a reconciliation bill for health.
BUDGET/APPROPRIATIONS HCR 312 - Lobbied in favor of Medicare premium protection language in the budget and for a reconciliation bill for health.
BUDGET/APPROPRIATIONS S 2063 - Lobbied in favor of a health reform framework in the entitlement task force legislation.
BUDGET/APPROPRIATIONS SCR70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health.
BUDGET/APPROPRIATIONS SCR70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health.
BUDGET/APPROPRIATIONS (SENATE) - Helped draft budget react sent to Congress.
BUDGET/APPROPRIATIONS (HOUSE - Helped draft budget react sent to Congress.
BUDGET/APPROPRIATIONS HCR 312 - Lobbied in favor of Medicare premium protection language in the budget and for a reconciliation bill for health.
BUDGET/APPROPRIATIONS HCR 312 - Lobbied in favor of Medicare premium protection language in the budget and for a reconciliation bill for health.
BUDGET/APPROPRIATIONS S 2063 - Lobbied in favor of a health reform framework in the entitlement task force legislation.
BUDGET/APPROPRIATIONS SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health.
BUDGET/APPROPRIATIONS SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health.
BUDGET/APPROPRIATIONS HR 3654 - Discussed AARPs position on entitlement commission legislation, including the need to explicitly state that revenues must be on the table.
BUDGET/APPROPRIATIONS SCR 312 - A letter to Senate urging our support of the Concurrent Budget Resolution for Fiscal Year 2009
BUDGET/APPROPRIATIONS SCR 312 - A letter to Senate urging our support of the Concurrent Budget Resolution for Fiscal Year 2009
BUDGET/APPROPRIATIONS (SENATE) - Budget summary memo on AARP's analysis on the analysis of the President's budget.
BUDGET/APPROPRIATIONS (HOUSE) - Budget summary memo on AARP's analysis on the analysis of the President's budget.
BUDGET/APPROPRIATIONS (SENATE) - Lobbied to ensure that comparative effectiveness research is promoted (including appropriations financing for AHRQs section 1013 funding) and/or that Medicare Part D is not means tested.
BUDGET/APPROPRIATIONS ( SENATE)-Lobbied to ensure that comparative effectiveness research is promoted
(including appropriations financing for AHRQs section 1013 funding) and/or that Medicare Part D is not means tes
BUDGET/APPROPRIATIONS (SENATE) - Budget summary memo on AARP's analysis on the analysis of the President's budget.
BUDGET/APPROPRIATIONS (HOUSE) - Budget summary memo on AARP's analysis on the analysis of the President's budget.
BUDGET/APPROPRIATIONS HCR 312 - Lobbied in favor of Medicare premium protection language in the budget and for a reconciliation bill for health.
BUDGET/APPROPRIATIONS S 2063 - Lobbied in favor of a health reform framework in the entitlement task force legislation.
BUDGET/APPROPRIATIONS SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health.




17. House(s) of Congress and Federal agencies Check if None

House of Representatives, Senate

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
David
Certner
Mr.
​
Tim
Gearan
Mr.
​
Martin-Firvida
Cristina
Ms.
​
William
Novelli
Mr.
​
Elaine
Ryan
Ms.
​
Anna
Schwamlein Howard
Ms.
​
Kirsten
Sloan
Ms.
​
David
Sloane
Mr.
​
Harroll
Backus
Mr.
​

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

AGE DISCRIMINATION IN EMPLOYMENT ACT (ADEA) HR 3195 - Lobbied in favor of passage ADA Restoration Act which restores original Congressional intent on ADA act.
CIVIL RIGHTS/CIVIL LIBERTIES HR 2831 - Educated and lobbied Hill staff on the Lilly Ledbetter Fair Pay Act of 2007 which restores the paycheck rule for employment discrimination law suits.
CIVIL RIGHTS/CIVIL LIBERTIES S1843 - Educated and lobbied Hill staff on the Fair Pay Restoration Act which restores the paycheck rule for employment discrimination law suits.
AGE DISCRIMINATION IN EMPLOYMENT ACT (ADEA) HR 3195 - Lobbied in favor of passage ADA Restoration Act which restores original Congressional intent on ADA act.
CIVIL RIGHTS/CIVIL LIBERTIES HR 2831 - Educated and lobbied Hill staff on the Lilly Ledbetter Fair Pay Act of 2007 which restores the paycheck rule for employment discrimination law suits.
CIVIL RIGHTS/CIVIL LIBERTIES S1843 - Educated and lobbied Hill staff on the Fair Pay Restoration Act which restores the paycheck rule for employment discrimination law suits.
AGE DISCRIMINATION IN EMPLOYMENT ACT (ADEA) HR 3195 - Lobbied in favor of passage ADA Restoration Act which restores original Congressional intent on ADA act.
CIVIL RIGHTS/CIVIL LIBERTIES S1843 - Educated and lobbied Hill staff on the Fair Pay Restoration Act which restores the paycheck rule for employment discrimination law suits.
CIVIL RIGHTS/CIVIL LIBERTIES HR 2831 - Educated and lobbied Hill staff on the Lilly Ledbetter Fair Pay Act of 2007 which restores the paycheck rule for employment discrimination law suits.

17. House(s) of Congress and Federal agencies Check if None

House of Representatives, 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
Darin
Brown
Mr.
​
David
Certner
Mr.
​
David
Sloane
Mr.
​
Harroll
Backus
Mr.
​

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

TELEMARKETING FRAUD HR 3541 - To protect consumers from unwanted telemarketing
TELEMARKETING FRAUD S 2096 - To protect consumers from unwanted telemarketing



17. House(s) of Congress and Federal agencies Check if None

House of Representatives, 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
Marther
Doneghy
Ms.
​
Harroll
Backus
Mr.
​

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

LOW INCOME HOME ENERGY ASSISTANCE (HOUSE) - Contact regarding LIHEAP legislation that assists elderly and low income with paying utility bills
LOW INCOME HOME ENERGY ASSISTANCE (HOUSE) - Contact regarding LIHEAP legislation that assists elderly and low income with paying utility bills
LOW INCOME HOME ENERGY ASSISTANCE (Senate) - Gauge interest in Senators' interest in possible LIHEAP legislation, contact committee re: LIHEAP legislation and LIEHAP reauthorization hearing.
LOW INCOME HOME ENERGY ASSISTANCE HR 2984 - Contact regarding LIHEAP legislation that assists elderly and low income with paying utility bills
LOW INCOME HOME ENERGY ASSISTANCE (HOUSE) - Contact regarding LIHEAP legislation that assists elderly and low income with paying utility bills




17. House(s) of Congress and Federal agencies Check if None

House of Representatives, Senate

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
David
Certner
Mr.
​
David
Sloane
Mr.
​
Marther
Doneghy
Ms.
​
Harroll
Backus
Mr.
​

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

COMMUNITY SERVICE HR 1783 - Support Elder Justice Act coordination of state and federal resources to combat elder abuse & exploitation
COMMUNITY SERVICE HR 1783 - Support Elder Justice Act coordination of state and federal resources to combat elder abuse & exploitation
COMMUNITY SERVICE S. 1070 - Support Elder Justice Act coordination of state and federal resources to combat elder abuse & exploitation
COMMUNITY SERVICE S. 1070 - Support Elder Justice Act coordination of state and federal resources to combat elder abuse & exploitation
COMMUNITY SERVICE HR 1783 - Support Elder Justice Act coordination of state and federal resources to combat elder abuse & exploitation
COMMUNITY SERVICE HR 1783 - Support Elder Justice Act coordination of state and federal resources to combat elder abuse & exploitation
COMMUNITY SERVICE S. 1070 - Support Elder Justice Act coordination of state and federal resources to combat elder abuse & exploitation
COMMUNITY SERVICE S. 1070 - Support Elder Justice Act coordination of state and federal resources to combat elder abuse & exploitation
COMMUNITY SERVICE HR 1783 - Support Elder Justice Act coordination of state and federal resources to combat elder abuse & exploitation
COMMUNITY SERVICE HR 1783 - Support Elder Justice Act coordination of state and federal resources to combat elder abuse & exploitation
COMMUNITY SERVICE S. 1070 - Support Elder Justice Act coordination of state and federal resources to combat elder abuse & exploitation
COMMUNITY SERVICE S. 1070 - Support Elder Justice Act coordination of state and federal resources to combat elder abuse & exploitation
ELDER ABUSE S.661/H.R.1783 - Elder Justice Act - to protect older persons from abuse and neglect
ELDER ABUSE S.661/H.R.1783 - Elder Justice Act - to protect older persons from abuse and neglect
ELDER ABUSE S.661/H.R.1783 - Elder Justice Act - to protect older persons from abuse and neglect
ELDER ABUSE S.661/H.R.1783 - Elder Justice Act - to protect older persons from abuse and neglect
ELDER ABUSE S.661/H.R.1783 - Elder Justice Act - to protect older persons from abuse and neglect
ELDER ABUSE S.661/H.R.1783 - Elder Justice Act - to protect older persons from abuse and neglect
GRANDPARENTING/RIGHTS HR 2188 - Support Kinship Caregiver Support Act services for relatives raising children when parents cannot (HOUSE)
GRANDPARENTING/RIGHTS HR 2188 - Support Kinship Caregiver Support Act services for relatives raising children when parents cannot (HOUSE)
GRANDPARENTING/RIGHTS S 661 - Support Kinship Caregiver Support Act services for relatives raising children when parents cannot (SENATE)
GRANDPARENTING/RIGHTS S 661 - Support Kinship Caregiver Support Act services for relatives raising children when parents cannot (SENATE)
GRANDPARENTING/RIGHTS HR 2188 - Support Kinship Caregiver Support Act services for relatives raising children when parents cannot (HOUSE)
GRANDPARENTING/RIGHTS HR 2188 - Support Kinship Caregiver Support Act services for relatives raising children when parents cannot (HOUSE)
GRANDPARENTING/RIGHTS S 661 - Support Kinship Caregiver Support Act services for relatives raising children when parents cannot (SENATE)
GRANDPARENTING/RIGHTS S 661 - Support Kinship Caregiver Support Act services for relatives raising children when parents cannot (SENATE)
GRANDPARENTING/RIGHTS HR 2188 - Support Kinship Caregiver Support Act services for relatives raising children when parents cannot (HOUSE)
GRANDPARENTING/RIGHTS HR 2188 - Support Kinship Caregiver Support Act services for relatives raising children when parents cannot (HOUSE)
GRANDPARENTING/RIGHTS S 661 - Support Kinship Caregiver Support Act services for relatives raising children when parents cannot (SENATE)
GRANDPARENTING/RIGHTS S 661 - Support Kinship Caregiver Support Act services for relatives raising children when parents cannot (SENATE)
NATIONAL COMMUNITY SERVICE HR 5563 - Support GIVE Act expansion of volunteerism opportunities and civic engagement

NATIONAL COMMUNITY SERVICE HR 5563 - Support GIVE Act expansion of volunteerism opportunities and civic engagement
NATIONAL COMMUNITY SERVICE HR 5563 - Support GIVE Act expansion of volunteerism opportunities and civic engagement
OLDER AMERICANS ACT (Administration on Aging) - Discuss minority services access & minority senior health disparities
OLDER AMERICANS ACT (Administration on Aging) - Discuss minority services access & minority senior health disparities
OLDER AMERICANS ACT (Administration on Aging) - Discuss minority services access & minority senior health disparities

17. House(s) of Congress and Federal agencies Check if None

House of Representatives, Senate, Administration on Aging

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
David
Certner
Mr.
​
David
Sloane
Mr.
​
Larry
White
Mr.
​
Jo
Reed
Ms.
​
Harroll
Backus
Mr.
​

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

FDA REFORM HR 1108 - A letter in support of Family Smoking Prevention and Tobacco Control Act, to give FDA authority to regulate tobacco products.
FDA REFORM HR 1108 - A letter in support of Family Smoking Prevention and Tobacco Control Act, to give FDA authority to regulate tobacco products.
FDA REFORM HR 1108 - FDA REFORM HR 1108 - A letter in support of Family Smoking Prevention and Tobacco Control Act, to give FDA authority to regulate tobacco products.
GOVERNMENT ISSUES (HOUSE) - Presented 2008 AARP Advocacy Agenda
GOVERNMENT ISSUES (HOUSE) - Presented 2008 AARP Advocacy Agenda
GOVERNMENT ISSUES (SENATE) - Presented 2008 AARP Advocacy Agenda
GOVERNMENT ISSUES (HOUSE) - Presented 2008 AARP Advocacy Agenda
GOVERNMENT ISSUES (HOUSE - Presented 2008 AARP Advocacy Agenda
GOVERNMENT ISSUES (SENATE) - Presented 2008 AARP Advocacy Agenda



17. House(s) of Congress and Federal agencies Check if None

House of Representatives, Senate

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
David
Certner
Mr.
​
David
Sloane
Mr.
​
George
Kelemen
Mr.
​
Monica
Gonzales-Conic
Ms.
​
Kristin
Keckeisen
Ms.
​
John
Rother
Mr.
​
William
Novelli
Mr.
​
Harroll
Backus
Mr.
​

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

HEALTH INSURANCE (HOUSE) - Discussed proposal for health insurance reinsurance.
HEALTH INSURANCE S 2795 - Discussed concerns on small business health insurance coverage
HEALTH INSURANCE S 334 - Discussed Senator Wyden's health care reform bill and possible Senate hearing with staff
HEALTH INSURANCE (HOUSE) - Discussed proposal for health insurance reinsurance.
HEALTH INSURANCE S 2795 - Discussed concerns on small business health insurance coverage
HEALTH INSURANCE S 334 - Discussed Senator Wyden's health care reform bill and possible Senate hearing with staff
HEALTH INSURANCE (HOUSE) - Discussed proposal for health insurance reinsurance.
HEALTH INSURANCE S 2795 - Discussed concerns on small business health insurance coverage
HEALTH INSURANCE S 334 - Discussed Senator Wyden's health care reform bill and possible Senate hearing with staff
HEALTH INSURANCE (HOUSE) - Discussed proposal for health insurance reinsurance with Velaquez's staff
HEALTH INSURANCE (SENATE) - Stakeholder meeting on health care quality in health care.
HEALTH INSURANCE S 2795 - Discussed concerns on small business health insurance coverage
HEALTH INSURANCE S 334 - Discussed Senator Wyden's health care reform bill and possible Senate hearing with staff
HEALTH ISSUES HR 3701/S 845 - Keeping Seniors Safe From Falls Act of 2007 HR3701/S845 lobbied for all provisions to direct the Secretary of HHS to conduct public and professional education, research, and demonstration grants to prevent falls among the elderly.
HEALTH ISSUES SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health.
HEALTH ISSUES HR 3701/S 845 - Keeping Seniors Safe From Falls Act of 2007 HR3701/S845 lobbied for all provisions to direct the Secretary of HHS to conduct public and professional education, research, and demonstration grants to prevent falls among the elderly.
HEALTH ISSUES SCR 70 - Lobbied in favor of Medicare premium protection language in the budget and for reserve funds for health.
HEALTH ISSUES HR 3701/S 845 - Keeping Seniors Safe From Falls Act of 2007 HR3701/S845 lobbied for all provisions to direct the Secretary of HHS to conduct public and professional education, research, and demonstration grants to prevent falls among the elderly.
HEALTH ISSUES (HOUSE) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation.
HEALTH ISSUES (HOUSE) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation.
HEALTH ISSUES (SENATE) - Lobbying for spending levels for Rx comparative effectiveness, nursing education, NIH research, Falls Prevention and other similar accounts.
HEALTH ISSUES (HOUSE) - Lobbying for spending levels for Rx comparative effectiveness, nursing education, NIH research, Falls Prevention and other similar accounts.
HEALTH ISSUES (SENATE) - Prepared LHHS Subcommittee FY 2009 request letter asking for funding of SSA Admin., respite care programs, supportive services and nutrition programs, energy assistance, drug and medical research and falls prevention.
HEALTH ISSUES (HOUSE) - Prepared LHHS Subcommittee FY 2009 request letter asking for funding of SSA Admin., respite care programs, supportive services and nutrition programs, energy assistance, drug and medical research and falls prevention.
HEALTH ISSUES (SENATE) - Discussed the need for bipartisan action on health care reform legislation, and how AARP could be helpful in vetting such proposals with its members.
HEALTH ISSUES (HOUSE) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation.
HEALTH ISSUES (SENATE) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation.

HEALTH IT (DEPARTMENT OF HEALTH & HUMAN SERVICES) - (Proposed regulation to reduce annual reassignment of LIS population in Part D) Administrator called Bill to give him a heads up that CMS would be publishing an NPRM to reduce the annual reassignment of the LIS population in Part D, and asked for AARP to review and comment on the proposal. Bill assured him that we would and expressed concern about the disruption caused by the annual reassignment.
HEALTH IT HR 3800 (HOUSE) - S 1693/HR 3800 Wired for Health Care Act/ Promotion of Health Information Technology Act strongly promoted enactment of this legislation to promote adoption of health information technology.
HEALTH IT S 1693 (SENATE) - S 1693/HR 3800 Wired for Health Care Act/ Promotion of Health Information Technology Act strongly promoted enactment of this legislation to promote adoption of health information technology.
HEALTH IT S 2408/H.R.4296 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
HEALTH IT S 2408/H.R.4296 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
HEALTH IT (DEPARTMENT OF HEALTH & HUMAN SERVICES) - (Proposed regulation to reduce annual reassignment of LIS population in Part D) Administrator called Bill to give him a heads up that CMS would be publishing an NPRM to reduce the annual reassignment of the LIS population in Part D, and asked for AARP to review and comment on the proposal. Bill assured him that we would and expressed concern about the disruption caused by the annual reassignment.
HEALTH IT S 1693 (SENATE) - S 1693/HR 3800 Wired for Health Care Act/ Promotion of Health Information Technology Act strongly promoted enactment of this legislation to promote adoption of health information technology.
HEALTH IT S 2408/H.R.4296 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
HEALTH IT S 2408/H.R.4296 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
HEALTH IT HR 3800 (HOUSE) - S. 1693/HR 3800 Wired for Health Care Act/ Promotion of Health Information Technology Act strongly promoted enactment of this legislation to promote adoption of health information technology.
HEALTH IT S 1693 (SENATE) - S 1693/HR 3800 Wired for Health Care Act/ Promotion of Health Information Technology Act strongly promoted enactment of this legislation to promote adoption of health information technology.
HEALTH IT S 1693 (HOUSE) - S 1693/HR 3800 Wired for Health Care Act/ Promotion of Health Information Technology Act strongly promoted enactment of this legislation to promote adoption of health information technology.
HEALTH IT S 2408/H.R.4296 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
HEALTH IT HR 3800 (HOUSE) - S. 1693/HR 3800 Wired for Health Care Act/ Promotion of Health Information Technology Act strongly promoted enactment of this legislation to promote adoption of health information technology.

HEALTH IT S 1693 (SENATE) - S 1693/HR 3800 Wired for Health Care Act/ Promotion of Health Information Technology Act strongly promoted enactment of this legislation to promote adoption of health information technology.
HEALTH IT S 1693 (HOUSE) - S 1693/HR 3800 Wired for Health Care Act/ Promotion of Health Information Technology Act strongly promoted enactment of this legislation to promote adoption of health information technology.
HEALTH IT S 2408/H.R.4296 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
HEALTH IT S 2408/H.R.4296 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
HEALTH IT (DEPARTMENT OF HEALTH & HUMAN SERVICES) - (Proposed regulation to reduce annual reassignment of LIS population in Part D) Administrator called Bill to give him a heads up that CMS would be publishing an NPRM to reduce the annual reassignment of the LIS population in Part D, and asked for AARP to review and comment on the proposal. Bill assured him that we would and expressed concern about the disruption caused by the annual reassignment.

17. House(s) of Congress and Federal agencies Check if None

House of Representatives, Senate, Health & Human Services, Dept of (HHS)

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
David
Certner
Mr.
​
David
Sloane
Mr.
​
Jenny
Gladieux
Ms.
​
Kirsten
Sloan
Ms.
​
Debra
Alvarez
Ms.
​
Denise
DeMichele
Ms.
​
Monica
Gonzales-Conic
Ms.
​
Tim
Gearan
Mr.
​
John
Rother
Mr.
​
William
Novelli
Mr.
​
Nancy
LeaMond
Ms.
​
Paul
Cotton
Mr.
​
Kevin
Donnellan
Mr.
​
Harroll
Backus
Mr.
​

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

HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure
HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure
HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure.

HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure.
HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure
HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure
HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure.
HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure.
HOUSING S 2636 (HOUSE) - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure.
HOUSING (SENATE) - To deter predatory lending practices and help prevent older homeowners from foreclosure
HOUSING HR 3548 - To deter predatory lending practices and help prevent older homeowners from foreclosure
HOUSING HR 3609 - Emergency Home Ownership and Mortgage Equity Protection Act- Promote legislation which would allow judges to modify the terms of mortgages in bankruptcy to reduce foreclosures.
HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure.
HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure.
HOUSING HR 5818 - Lobbied to help prevent older homeowners from losing their homes to foreclosure.
HOUSING S 2636 - Working on title IV of the bill to allow bankruptcy judges to restructure subprime mortgage debt for primary residences; lobbied the bill to help prevent older homeowners from losing their homes to foreclosure.
HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families.
HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families.
HOUSING-PUBLIC S 2684 - Lobbied the bill to stabilize the funding formula for Section 8 Vouchers to provide more affordable housing options for our members and their families.
REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders.
REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse.
REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders.
REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse.
REVERSE MORTGAGES HR 1852/S 2338 (HOUSE) - Lobbied to expand the FHA-insured reverse mortgage program while limiting origination fees charged by lenders.
REVERSE MORTGAGES S 2490 - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse.
REVERSE MORTGAGES S 2490 (HOUSE) - Working in support of this bill to better prevent reverse mortgage borrowers from fraud and abuse.


17. House(s) of Congress and Federal agencies Check if None

House of Representatives, Senate

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
David
Certner
Mr.
​
David
Sloane
Mr.
​
Monica
Gonzales-Conic
Ms.
​
Jo
Reed
Ms.
​
Kristin
Keckeisen
Ms.
​
Ridge
Multop
Mr.
​
Susanna
Montezemolo
Ms.
​
Harroll
Backus
Mr.
​

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

LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill
LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives
LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration
LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill
LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives
LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports
LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections
LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year
LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill
LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program.
LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections.
LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections
LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill
LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives
LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration
LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports





LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections
LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year
LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill
LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program.
LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections.
LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections
LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill
LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives
LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill
LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration
LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports
LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections
LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year
LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program.
LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections
LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill

LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections.
LONG TERM CARE (HOUSE) - Advance directives and end-of-life care: discussed efforts to educate Medicare beneficiaries about advance directives; discussed, negotiated and provided input on legislation regarding advance directives under Medicare and Medicaid, portability of advance directives, and public education around advance directives
LONG TERM CARE (SENATE) - Senate, nursing home quality: discussion of provisions (civil monetary penalties and Special Focus Facilities) in nursing home transparency, accountability, and quality bill
LONG TERM CARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Special Focus Facilities and disclosure of these facilities; criminal background checks for LTC employees; nursing home quality, poor performing nursing homes, family caregiving, nursing home compliance guidance, Real Choice Systems Change Grants and family caregiver assessments, Home Health CAHPS, LTC Partnership Program (under Medicaid), Aging and Disability Resource Centers (AoA), health care and the uninsured steps HHS is taking to address this, Medicare Medical Adult Day Care Demonstration
LONG TERM CARE HR 3001 - CLASS Act shared and discussed actuarial analysis of the CLASS Act, a bill to create a public insurance program for long-term services and supports
LONG TERM CARE HR 3363 - Discussed support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections; focused consumer protections
LONG TERM CARE S 1758 - CLASS ACT - discussions on Class Act, including actuarial analysis, provisions and strategy on the bill. Bill would create a public long-term care financing program.
LONG TERM CARE S 2337/HR 3363 (SENATE) - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections
LONG TERM CARE S 1340 - Geriatric Assessment and Chronic Care Coordination Act, discussed a demonstration version of this Medicare chronic care coordination and geriatric assessment bill
LONG TERM CARE S 2337 - Discussion of and support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections.
LONG TERM CARE S 2708 - Caring for an Aging America Act, a health and long-term care workforce bill to increase the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill
LONG TERM CARE S 1070/S 1577 - Elder Justice Act (S. 1070) and Patient Safety and Abuse Prevention Act (S. 1577): support for both pieces of legislation and strategy for how they might both move forward this year
MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid.
MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages.
MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc.
MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates.

MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs.
MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations.
MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid.
MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc.
MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages.
MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates.
MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs
MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations.
MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid.
MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc.
MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages.
MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates.
MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs
MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations.
MEDICAID (HOUSE) - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid.
MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Filed comment letters on proposed regulations involving cost sharing and flexibility in benefit packages
MEDICAID HR 1174 - S1174 Health Hospitals Act discussed with sponsors staff potential endorsement of this legislation to require hospitals to report infection rates.
MEDICAID HR 5140 (SENATE) - Recovery Rebates and Economic Stimulus for the American People Act of 2008 supported provisions providing rebates to older Americans who do not file income taxes, and potential for adding provisions to temporarily increase federal funding to state Medicaid programs
MEDICAID HR 5613 - Protecting the Medicaid Safety Net Act support this legislation that places a moratorium on harmful Medicaid regulations.
MEDICAID (SENATE) - Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc.
MEDICAID (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Medicaid Personal Assistance Services State Plan option discussion of comment letter sending and receipt
MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.
MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries.

MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections.
MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.
MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections.
MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections.
MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.
MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.
MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.
MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries.
MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.
MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections.
MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.
MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.



MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries.
MEDICARE S.2408 (HOUSE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
MEDICARE S.2408 (SENATE) - S. 2408/HR4296 - Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 support this legislation to require e-prescribing in Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not.
MEDICARE (DEPARTMENT OF HEALTH & HUMAN SERVICES) HR 3363 - Support for the Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections.
MEDICARE (SENATE) - Senate Medicare package--AARP advocated for part B premium protection and asset test improvement.

17. House(s) of Congress and Federal agencies Check if None

House of Representatives, Senate, Health & Human Services, Dept of (HHS)

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
Anna
Schwamlein Howard
Ms.
​
David
Certner
Mr.
​
David
Sloane
Mr.
​
Kirsten
Sloan
Ms.
​
Rhonda
Richards
Ms.
​
Paul
Cotton
Mr.
​
Denise
DeMichele
Ms.
​
George
Kelemen
Mr.
​
Monica
Gonzales-Conic
Ms.
​
Kristin
Keckeisen
Ms.
​
Ridge
Multop
Mr.
​
Harroll
Backus
Mr.
​

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

BIOLOGICS HR 1038 (HOUSE) - Biologics (S. 623, HR 1038, HR 1956, HR 5629) lobbied to ensure that Waxman biogenerics legislation is enacted. Legislation will ensure a safe, effective pathway for the approval of comparable, interchangeable biologics.
BIOLOGICS S 623 (SENATE) - Biologics (S. 623, HR 1038, HR 1956, HR 5629) lobbied to ensure that Waxman biogenerics legislation is enacted. Legislation will ensure a safe, effective pathway for the approval of comparable, interchangeable biologics.
BIOLOGICS H.R. 1038 (HOUSE) - Biologics (S. 623, HR 1038, HR 1956, HR 5629) lobbied to ensure that Waxman biogenerics legislation is enacted. Legislation will ensure a safe, effective pathway for the approval of comparable, interchangeable biologics.
BIOLOGICS S 623 (SENATE) - Biologics (S. 623, HR 1038, HR 1956, HR 5629) lobbied to ensure that Waxman biogenerics legislation is enacted. Legislation will ensure a safe, effective pathway for the approval of comparable, interchangeable biologics.
BIOLOGICS HR. 1038 (HOUSE) - Biologics (S. 623, HR 1038, HR 1956, HR 5629) lobbied to ensure that Waxman biogenerics legislation is enacted. Legislation will ensure a safe, effective pathway for the approval of comparable, interchangeable biologics.
BIOLOGICS S 623 (SENATE) - Biologics (S. 623, HR 1038, HR 1956, HR 5629) lobbied to ensure that Waxman biogenerics legislation is enacted. Legislation will ensure a safe, effective pathway for the approval of comparable, interchangeable biologics.
BIOLOGICS HR. 1038 (HOUSE) - Biologics (S. 623, HR 1038, HR 1956, HR 5629) lobbied to ensure that Waxman biogenerics legislation is enacted. Legislation will ensure a safe, effective pathway for the approval of comparable, interchangeable biologics.
BIOLOGICS S 623 (SENATE) - Biologics (S. 623, HR 1038, HR 1956, HR 5629) lobbied to ensure that Waxman biogenerics legislation is enacted. Legislation will ensure a safe, effective pathway for the approval of comparable, interchangeable biologics.
PRESCRIPTION DRUGS (HOUSE) - Discussions on prescription drug affordability
PRESCRIPTION DRUGS (SENATE) - Discussions on prescription drug affordability
PRESCRIPTION DRUGS HR 1902 (HOUSE) - Patent Settlements (HR 1902/S. 316) legislation seeks to prevent abuses in patent settlements between generic and brand name prescription drug manufacturers.
PRESCRIPTION DRUGS S 242 - Lobbied to ensure the passage of legislation that would create a safe system of importation.
PRESCRIPTION DRUGS S 1145 - Patent Reform (S. 1145) ensuring that the existing inequitable conduct provisions in Patent Law Act are not weakened.
PRESCRIPTION DRUGS S. 316 (SENATE) - Patent Settlements (HR 1902/S. 316) legislation seeks to prevent abuses in patent settlements between generic and brand name prescription drug manufacturers.
PRESCRIPTION DRUGS (HOUSE) - Discussions on prescription drug affordability
PRESCRIPTION DRUGS (SENATE) - Discussions on prescription drug affordability
BIOLOGICS H.R. 1038 (HOUSE) - Biologics (S. 623, HR 1038, HR 1956, HR 5629) lobbied to ensure that Waxman biogenerics legislation is enacted. Legislation will ensure a safe, effective pathway for the approval of comparable, interchangeable biologics.
PRESCRIPTION DRUGS HR 1902 (HOUSE) - Patent Settlements (HR 1902/S. 316) legislation seeks to prevent abuses in patent settlements between generic and brand name prescription drug manufacturers.
PRESCRIPTION DRUGS S 1145 - Patent Reform (S. 1145) ensuring that the existing inequitable conduct provisions in Patent Law Act are not weakened.
PRESCRIPTION DRUGS S 242 - Lobbied to ensure the passage of legislation that would create a safe system of importation.
BIOLOGICS S 623 (SENATE) - Biologics (S. 623, HR 1038, HR 1956, HR 5629) lobbied to ensure that Waxman biogenerics legislation is enacted. Legislation will ensure a safe, effective pathway for the approval of comparable, interchangeable biologics.
PRESCRIPTION DRUGS (HOUSE) - Discussions on prescription drug affordability
PRESCRIPTION DRUGS (SENATE) - Discussions on prescription drug affordability
BIOLOGICS H.R. 1038 (HOUSE) - Biologics (S. 623, HR 1038, HR 1956, HR 5629) lobbied to ensure that Waxman biogenerics legislation is enacted. Legislation will ensure a safe, effective pathway for the approval of comparable, interchangeable biologics.
PRESCRIPTION DRUGS HR 1902 (HOUSE) - Patent Settlements (HR 1902/S. 316) legislation seeks to prevent abuses in patent settlements between generic and brand name prescription drug manufacturers.

BIOLOGICS S 623 (SENATE) - Biologics (S. 623, HR 1038, HR 1956, HR 5629) lobbied to ensure that Waxman biogenerics legislation is enacted. Legislation will ensure a safe, effective pathway for the approval of comparable, interchangeable biologics.
PRESCRIPTION DRUGS S 1145 - Patent Reform (S. 1145) ensuring that the existing inequitable conduct provisions in Patent Law Act are not weakened.
PRESCRIPTION DRUGS S 242 - Lobbied to ensure the passage of legislation that would create a safe system of importation.
BIOLOGICS HR. 1038 (HOUSE) - Biologics (S. 623, HR 1038, HR 1956, HR 5629) lobbied to ensure that Waxman biogenerics legislation is enacted. Legislation will ensure a safe, effective pathway for the approval of comparable, interchangeable biologics.
PRESCRIPTION DRUGS (HOUSE) - Discussions on prescription drug affordability
PRESCRIPTION DRUGS (SENATE) - Discussions on prescription drug affordability
PRESCRIPTION DRUGS HR 1902 (HOUSE) - Patent Settlements (HR 1902/S. 316) legislation seeks to prevent abuses in patent settlements between generic and brand name prescription drug manufacturers.
PRESCRIPTION DRUGS S 1145 - Patent Reform (S. 1145) ensuring that the existing inequitable conduct provisions in Patent Law Act are not weakened.
PRESCRIPTION DRUGS S 242 - Lobbied to ensure the passage of legislation that would create a safe system of importation.
PRESCRIPTION DRUGS S. 316 (SENATE) - Patent Settlements (HR 1902/S. 316) legislation seeks to prevent abuses in patent settlements between generic and brand name prescription drug manufacturers.

17. House(s) of Congress and Federal agencies Check if None

House of Representatives, Senate

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
Anna
Schwamlein Howard
Ms.
​
David
Certner
Mr.
​
David
Sloane
Mr.
​
Kirsten
Sloan
Ms.
​
John
Rother
Mr.
​
Monica
Gonzales-Conic
Ms.
​
Harroll
Backus
Mr.
​

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

RETIREMENT INCOME SECURITY (DEPARTMENT OF TREASURY) - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY (DEPARTMENT OF TREASURY) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation.
RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY (HOUSE) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation.
RETIREMENT INCOME SECURITY (DEPARTMENT OF TREASURY) - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY HR 2167 (HOUSE)- Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY (HOUSE) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation.
RETIREMENT INCOME SECURITY HR 2167/S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY S 1141 - Legislation to establish an auto IRA for workers not covered by pension plan.
RETIREMENT INCOME SECURITY HR 5140 (SENATE) - Discussed implementation of the economic stimulus package, and Medicare legislation to avert a reduction in physician payments and to protect beneficiaries from further increases in the Part B premium.

RETIREMENT INCOME SECURITY (HOUSE) - Divided We Fail, an initiative to give voice to millions of Americans who are tired of letting Washington gridlock stand in the way of affordable, quality health care and long-term financial security the most pressing domestic issues facing our nation.
SOCIAL SECURITY (HOUSE) - Lobbied for adequate funding for SSA budget.
SOCIAL SECURITY (HOUSE) - Lobbied for adequate funding for SSA budget.
SOCIAL SECURITY (INTERNAL REVENUE SERVICE) HR 5140 - Lobbying for senior rebate in stimulus, including funding for IRS to implement.
SOCIAL SECURITY HR 5140 (HOUSE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement.
SOCIAL SECURITY HR 5140 (SENATE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement.
SOCIAL SECURITY S 3135 - Senate Budget: Entitlement Task Force ( could cut Social Security and Medicare benefits)
SOCIAL SECURITY (HOUSE) - Discussed options to strengthen and improve long term financing and operations of program
SOCIAL SECURITY (SENATE) - Discussed options to strengthen and improve long term financing and operations of program
SOCIAL SECURITY HR 5140 (HOUSE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement.
SOCIAL SECURITY HR 5140 (SENATE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement.
SOCIAL SECURITY (INTERNAL REVENUE SERVICE) HR 5140 - Lobbying for senior rebate in stimulus, including funding for IRS to implement.
SOCIAL SECURITY S 3135 - Senate Budget: Entitlement Task Force ( could cut Social Security and Medicare benefits)
SOCIAL SECURITY (SENATE) - Discussed options to strengthen and improve long term financing and operations of program
SOCIAL SECURITY (HOUSE) - Discussed options to strengthen and improve long term financing and operations of program
SOCIAL SECURITY S 3135 - Senate Budget: Entitlement Task Force ( could cut Social Security and Medicare benefits)
SOCIAL SECURITY (INTERNAL REVENUE SERVICE) HR 5140 - Lobbying for senior rebate in stimulus, including funding for IRS to implement.
SOCIAL SECURITY HR 5140 (HOUSE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement.
SOCIAL SECURITY HR 5140 (SENATE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement.
SOCIAL SECURITY (INTERNAL REVENUE SERVICE) HR 5140 - Lobbying for senior rebate in stimulus, including funding for IRS to implement.
SOCIAL SECURITY HR 5140 (SENATE) - Lobbying for senior rebate in stimulus, including funding for IRS to implement.
SOCIAL SECURITY (HOUSE) - Lobbying for increased spending to reduce SSA disability claim backlog.
SOCIAL SECURITY (SENATE) - Lobbying for increased spending to reduce SSA disability claim backlog.


17. House(s) of Congress and Federal agencies Check if None

House of Representatives, 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
David
Certner
Mr.
​
David
Sloane
Mr.
​
Denise
DeMichele
Ms.
​
Frank
Toohey
Mr.
​
George
Kelemen
Mr.
​
Monica
Gonzales-Conic
Ms.
​
Kristin
Keckeisen
Ms.
​
Ridge
Multop
Mr.
​
William
Novelli
Mr.
​
Darin
Brown
Mr.
​
Evelyn
Morton
Ms.
​
Tim
Gearan
Mr.
​
Harroll
Backus
Mr.
​
Kevin
Donnellan
Mr.
​

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

TAX REFORM HR 5140 - (HOUSE)Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM HR 5140 - (HOUSE) Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM HR 2167 - Legislation to establish an auto IRA for workers not covered by pension plan.
TAX REFORM HR 5140 (HOUSE)- Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM HR 5719 - A discussion of the various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient.
TAX REFORM HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan.
TAX REFORM S 1141 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan.
TAX REFORM S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan.
TAX REFORM HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan.
TAX REFORM HR 2167 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan.
TAX REFORM HR 5140 - (HOUSE)Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM HR 5719 - A discussion of the various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient.
TAX REFORM S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan.
TAX REFORM S 1141 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan.
TAX REFORM HR 2167 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan.
TAX REFORM HR 2167 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan.
TAX REFORM HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM S 1141 (SENATE) - Legislation to establish an auto IRA for workers not covered by pension plan.
TAX REFORM S 1141 (HOUSE) - Legislation to establish an auto IRA for workers not covered by pension plan.
TAX REFORM (HOUSE) - A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable.
TAX REFORM (SENATE) - A general discussion of the political, economic and social conditions that would create the conditions necessary to reform the tax code and possible changes that would simplify the tax code and make it more equitable.
TAX REFORM (HOUSE) - Meeting with tax counsel for the House Small Business Committee to discuss the agenda for the Committee hearing scheduled for April 10, 2008.
TAX REFORM HR 1540 - To exclude from gross income amounts received as damages due to discriminatory conduct
TAX REFORM HR 5719 - A discussion of the various provisions that could be included in a bill drafted to make the administration of the tax code more effective and efficient.
TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill.

TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM-SAVINGS INCENTIVES HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX REFORM-SAVINGS INCENTIVES HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX RELIEF HR 5140 (HOUSE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX RELIEF HR 5140 (SENATE) - Lobbied in favor of including senior rebate in the stimulus bill.
TAX RELIEF HR 5140 (SENATE) - Urging vote for Recovery Rebates and Economic Stimulus for the American People Act of 2008 (H.R. 5140)
TAX RELIEF HR 5140 (SENATE) - Letters and discussions to support passage of Economic Stimulus Bill to ensure that it includes stimulus payments for older Americans who are eligible to receive one.
TAX RELIEF HR 5140 (HOUSE) - Letters and discussions to support passage of Economic Stimulus Bill to ensure that it includes stimulus payments for older Americans who are eligible to receive one.


17. House(s) of Congress and Federal agencies Check if None

House of Representatives, Senate

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
Cristina
Martin-Firvida
Ms.
​
David
Certner
Mr.
​
David
Sloane
Mr.
​
Evelyn
Morton
Ms.
​
Frank
Toohey
Mr.
​
Denise
DeMichele
Ms.
​
George
Kelemen
Mr.
​
Monica
Gonzales-Conic
Ms.
​
Kristin
Keckeisen
Ms.
​
Ridge
Multop
Mr.
​
Kirsten
Sloan
Ms.
​
Rhonda
Richards
Ms.
​
William
Novelli
Mr.
​
Harroll
Backus
Mr.
​

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

TELECOMMUNICATIONS (HOUSE) - To encourage support for consumer protection against telemarketing
TELECOMMUNICATIONS (WHITE HOUSE) - Letter urging swift action to establish an inter-agency task force to oversee the transition to digital television (DTV).
TELECOMMUNICATIONS (HOUSE) - protect older consumers from unnecessary and excessive wireless fees
TELECOMMUNICATIONS (WHITE HOUSE) - Letter urging swift action to establish an inter-agency task force to oversee the transition to digital television (DTV).
TELECOMMUNICATIONS (HOUSE) - protect older consumers from unnecessary and excessive wireless fees
TELECOMMUNICATIONS (HOUSE) - To monitor draft language on wireless industry, attend hearing on draft language wireless industry, and speak to staff on draft legislation on wireless and hearing aid compatibility of advanced wireless products for hearing impaired.
TELECOMMUNICATIONS (FEDERAL COMMUNICATIONS COMMISSION) - To meet with FCC Commissioner Tate on wireless issues
TELECOMMUNICATIONS (HOUSE) - To encourage support for consumer protection against telemarketing
TELECOMMUNICATIONS (SENATE) - Gathering info on wireless legislation that will assist consumers with wireless industry abuses.
TELECOMMUNICATIONS (WHITE HOUSE) - Letter urging swift action to establish an inter-agency task force to oversee the transition to digital television (DTV).





17. House(s) of Congress and Federal agencies Check if None

House of Representatives, Senate, Federal Communications Commission (FCC), White House Office

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
David
Certner
Mr.
​
David
Sloane
Mr.
​
Jo
Reed
Ms.
​
Marther
Doneghy
Ms.
​
Harroll
Backus
Mr.
​
William
Novelli
Mr.
​

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

TRANSPORTATION POLICY S 2686 - Complete Streets Act of 2008 - S2686 lobbied for all provisions to ensure that future transportation investments made by state Departments of Transportation and Metropolitan Planning Organizations create appropriate and safe transportation facilities for all those using the road motorists, transit vehicles and riders, bicyclists, and pedestrians of all ages and abilities.


TRANSPORTATION POLICY S 2686 - Complete Streets Act of 2008 - S2686 lobbied for all provisions to ensure that future transportation investments made by state Departments of Transportation and Metropolitan Planning Organizations create appropriate and safe transportation facilities for all those using the road motorists, transit vehicles and riders, bicyclists, and pedestrians of all ages and abilities.
TRANSPORTATION POLICY S 2686 - Complete Streets Act of 2008 - S2686 lobbied for all provisions to ensure that future transportation investments made by state Departments of Transportation and Metropolitan Planning Organizations create appropriate and safe transportation facilities for all those using the road motorists, transit vehicles and riders, bicyclists, and pedestrians of all ages and abilities.
TRANSPORTATION POLICY S 2686 - Complete Streets Act of 2008 - S2686 lobbied for all provisions to ensure that future transportation investments made by state Departments of Transportation and Metropolitan Planning Organizations create appropriate and safe transportation facilities for all those using the road motorists, transit vehicles and riders, bicyclists, and pedestrians of all ages and abilities.

17. House(s) of Congress and Federal agencies Check if None

Senate

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
David
Certner
Mr.
​
David
Sloane
Mr.
​
Debra
Alvarez
Ms.
​
Ridge
Multop
Mr.
​
Harroll
Backus
Mr.
​

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code UTI

16. Specific lobbying issues

UTILITIES (SENATE) - Protect older consumers from unnecessary and excessive wireless fees
UTILITIES (FEDERAL COMMUNICATIONS COMMISSION) - To keep older persons connected to T.V. reception after the DTV Transition
UTILITIES (DEPARTMENT OF COMMERCE) - to keep older persons connected to T.V. reception after the DTV Transition

UTILITIES (ADMINISTRATION ON AGING) S.1070/HR 1783 - to protect older persons from abuse and neglect
UTILITIES (ADMINISTRATION ON AGING) S.1070/HR 1783 - to protect older persons from abuse and neglect
UTILITIES (FEDERAL COMMUNICATIONS COMMISSION) - To keep older persons connected to T.V. reception after the DTV Transition
UTILITIES (SENATE) - Protect older consumers from unnecessary and excessive wireless fees
UTILITIES (DEPARTMENT OF COMMERCE) - to keep older persons connected to T.V. reception after the DTV Transition
UTILITIES (FEDERAL COMMUNICATIONS COMMISSION) - To keep older persons connected to T.V. reception after the DTV Transition
UTILITIES (SENATE) - Protect older consumers from unnecessary and excessive wireless fees
UTILITIES (DEPARTMENT OF COMMERCE) - to keep older persons connected to T.V. reception after the DTV Transition
UTILITIES (ADMINISTRATION ON AGING) S.1070/HR 1783 - to protect older persons from abuse and neglect

17. House(s) of Congress and Federal agencies Check if None

Senate, Federal Communications Commission (FCC), Commerce, Dept of (DOC), Administration on Aging

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
David
Certner
Mr.
​
David
Sloane
Mr.
​
Jo
Reed
Ms.
​

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

FOOD STAMPS HR 2419 (HOUSE) - Support Farm Bill reauthorization and improvements in Food Stamps & other federal nutrition programs
FOOD STAMPS HR 2419 (SENATE) - Support Farm Bill reauthorization and improvements in Food Stamps & other federal nutrition programs
FOOD STAMPS S 1529 - Support Farm Bill reauthorization and improvements in Food Stamps & other federal nutrition programs
FOOD STAMPS HR 2419 (HOUSE) - Support Farm Bill reauthorization and improvements in Food Stamps & other federal nutrition programs
FOOD STAMPS HR 2419 (SENATE) - Support Farm Bill reauthorization and improvements in Food Stamps & other federal nutrition programs
FOOD STAMPS S 1529 - Support Farm Bill reauthorization and improvements in Food Stamps & other federal nutrition programs
FOOD STAMPS HR 2419 (SENATE) - Support Farm Bill reauthorization and improvements in Food Stamps & other federal nutrition programs
FOOD STAMPS HR 2419 (HOUSE) - Support Farm Bill reauthorization and improvements in Food Stamps & other federal nutrition programs
FOOD STAMPS S 1529 - Support Farm Bill reauthorization and improvements in Food Stamps & other federal nutrition programs
LIHEAP HR 4986 (SENATE) - Lobbying for energy assistance spending.
LIHEAP HR 5140 (SENATE) - Lobbying for energy assistance spending.
LIHEAP (DEPARMENT OF HEALTH & HUMAN SERVICES) HR 5140 - Lobbying for release of LIHEAP contingency funds.
LIHEAP HR 5140 (SENATE) - Lobbying for energy assistance spending.
LIHEAP HR 5140 (HOUSE) - Lobbying for energy assistance spending.
LIHEAP S 1200 - Lobbying for energy assistance spending.
LIHEAP S 986 - Lobbying for energy assistance spending.
LIHEAP (SENATE) - Lobbying for energy assistance spending.
LIHEAP (HOUSE) - Lobbying for energy assistance spending.
WELFARE (SENATE) - to prevent hunger and food insecurity among older persons
WELFARE (SENATE) - to prevent hunger and food insecurity among older persons
WELFARE (SENATE) - to prevent hunger and food insecurity among older persons

17. House(s) of Congress and Federal agencies Check if None

House of Representatives, Senate, Health & Human Services, Dept of (HHS)

18. Name of each individual who acted as a lobbyist in this issue area

First Name Last Name Suffix Covered Official Position (if applicable) New
David
Certner
Mr.
​
David
Sloane
Mr.
​
Larry
White
Mr.
​
Tim
Gearan
Mr.
​
Jo
Reed
Ms.
​
Harroll
Backus
Mr.
​

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None

​

Information Update Page - Complete ONLY where registration information has changed.

20. Client new address

Address
​
City
​
 State
​
 Zip Code
​
 Country
​

21. Client new principal place of business (if different than line 20)

City
​
 State
​
 Zip Code
​
 Country
​

22. New General description of client’s business or activities

​

LOBBYIST UPDATE

23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client

First Name
Last Name
Suffix
First Name
Last Name
Suffix
1
​Chris
​Hansen
​Mr.
3
​
​
​
2
​
​
​
4
​
​
​

ISSUE UPDATE

24. General lobbying issue that no longer pertains

​
​
​
​
​
​
​
​
​

AFFILIATED ORGANIZATIONS

25. Add the following affiliated organization(s)

Internet Address:

Name Address Principal Place of Business
(city and state or country)
Street Address
City State/Province Zip Country
City
State Country

26. Name of each previously reported organization that is no longer affiliated with the registrant or client

1 2 3

FOREIGN ENTITIES

27. Add the following foreign entities:

Name Address Principal place of business
(city and state or country) 		Amount of contribution for lobbying activities Ownership percentage in client
Street Address
City State/Province Country
City
State Country
%

28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization

1 3 5
2 4 6