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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 10 G STREET, NW, #600 |
Address2 | |
City | WASHINGTON |
State | DC |
Zip Code | 20002 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 27467-12
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6. House ID# 303670000
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TYPE OF REPORT | 8. Year | 2009 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
10. Check if this is a Termination Report | Termination Date | |
11. No Lobbying Issue Activity |
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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12. Lobbying | 13. Organizations | ||||||||
INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
Signature | Digitally Signed By: Max Richtman, Executive Vice President |
Date | 07/15/2009 |
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
Fiscal Year 2010 Budget Resolution/Recommended Revenues and Outlays. H. Con. Res. 85, S. Con. Res. 13, H. Amdt. 72, H. Amdt. 73, H. Amdt. 75, H. Amdt. 76: provisions pertaining to long-term fiscal imbalances, funding for Social Security administrative
accounts, and establishing a reserve fund for health care reform for Fiscal Years 2009 and 2010 through 2014.
Fiscal Year 2010 Budget Resolution/Bipartisan Fiscal Commission. S. Amdt. 835, S. Amdt. 882, S. Amdt. 97, S. 276, H.R. 3116: pertaining to the creation of a commission or task force to examine long-term fiscal imbalances facing the nation.
Fiscal Year 2010 Budget Resolution/Low-Income Home Energy Assistance Program. S. Amdt. 836: pertaining to a Fiscal Year 2010 $1.9 billion increase in funding under the discretionary spending cap for the Low-Income Home Energy Assistance Program (LIHEAP).
Fiscal Year 2010 Budget Resolution/Estate Tax. S. Amdt. 873, S. Amdt. 974: provisions pertaining to estate tax relief.
Fiscal Year 2010 Budget Resolution/Social Security Private Accounts. S. Amdt. 952: establishing a point of order against legislation authorizing the diversion of Social Security revenues from the Social Security Trust Fund to investments in private securities or into private accounts.
Fiscal Year 2010 Labor, HHS, Education, and Related Agencies Appropriations (No bill number): provisions pertaining to Social Security Administration, Older Americans Act program funding, and Geriatric Education Centers and related programs.
Fiscal Year 2010 Financial Services Appropriations/Economic Commission (No bill/amendment number): pertaining to the creation of a commission to examine long-term fiscal imbalances facing the nation.
Fiscal Year 2009 Omnibus Appropriations/Labor-HHS-Education Fiscal Year 2009 Appropriations. H. R. 1105: provisions pertaining to Social Security Administration and Older Americans Act program funding.
Economic Stimulus/American Recovery and Reinvestment Act of 2009. H. R.1, H. R. 598, H. R. 629, H. R. 679, S. 336, S. 350, S. Amdt. 179, S. Amdt. 278, S. Amdt. 297, S. Amdt. 538: provisions granting stimulus payments to Social Security recipients, tax relief for working families, additional funding for Social Security and Older Americans Act programs, and funding for health care reform.
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 |
Barbara |
Kennelly |
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Max |
Richtman |
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Maria |
Freese |
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Diane |
Lifsey |
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Michael |
Kibler |
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Raymond |
Leibfried |
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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
Universal Coverage. H.R. 15, H.R. 193, H.R. 676, H.R. 1200, S. 4: provisions providing health care or insurance for all U.S. residents and to control the cost and enhance the quality of the health care system.
Importation of Prescription Drugs. H.R. 163, H.R. 1298, S. 525: provisions facilitating the importation of prescription drugs.
Health Information Technology. H.R. 1031, H.R. 1039, S. 179, S. 444: provisions facilitating the adoption of modern information technology.
Generic Drugs. S. 369: provision to prohibit brand name drug companies from compensating generic drug companies to delay the entry of a generic drug into the market.
Long-Term Services and Supports. S. 697/H.R.1721: provisions providing assistance to individuals with functional impairments maintain their independence, authorizing establishment of a community living infrastructure, and providing assistance to family caregivers (CLASS Act).
Healthcare Workforce. H.R. 468/S. 245, S. 750, H.R. 3098: provisions relating to the recruitment, training, and support of health care professionals and direct care workers in support of older Americans.
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 |
Barbara |
Kennelly |
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Max |
Richtman |
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Maria |
Freese |
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Diane |
Lifsey |
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Michael |
Kibler |
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Raymond |
Leibfried |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code IMM
16. Specific lobbying issues
Employee Verification. H.R. 662, H.R. 137, H.R. 1096: provisions pertaining to the use of Social Security numbers for workforce verification and the responsibilities of the Social Security Administration relating to immigrants.
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 |
Barbara |
Kennelly |
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Max |
Richtman |
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Maria |
Freese |
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Diane |
Lifsey |
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Michael |
Kibler |
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Raymond |
Leibfried |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code MMM
16. Specific lobbying issues
Comprehensive Health Care Reform. House Tri-Committee Discussion Draft, Senate Health, Education, Labor and Pensions Committee draft bill, Senate Finance Committee Description of Policy Options (No bill numbers as of this date): provisions
related to reducing Medicare Advantage plan payments, reducing the coverage gap in Part D, reducing the Part A deductible, establishing an out-of-pocket maximum under Medicare, establishing a voluntary comprehensive benefit option under Medicare, authorizing a Medicare-operated Part D drug plan, expanding benefits for low-income beneficiaries under the Medicare Savings Programs and the Part D Low-Income Subsidy (LIS), improvement of the process for reassigning LIS beneficiaries to new plans, expanding coverage of prevention services, elimination of the 45 percent funding trigger provision, providing Medicaid coverage for home and community-based services, establishing a new national insurance program for long-term supports and services, authorizing funding to provide language services to limited English proficiency beneficiaries, authorizing the collection of data regarding disparities in the provision of care, providing safeguards and subsidies to assure affordability of health coverage for seniors, preserving state benefit laws and requirements, reducing permitted age rating ratio and clarifying the Medicare Secondary Payer statute.
Medicare/Prescription Drug Plan. S.330/H.R. 684: authorizing the establishment of a Medicare-operated prescription drug plan; S. 266: authorizing the Secretary of Health and Human Services to negotiate lower prescription drug prices and to use the savings to reduce the coverage gap.
Medicare/Part D Means Testing. S. Amdt. 805 (to S. Con. Res. 13), S. 677: requiring wealthier Medicare beneficiaries to pay a greater share of the cost of their premiums under Medicare Part D.
Medicare/Part D Generics. S. 75: requiring the use of generics where available unless the brand name drug is determined to be medically necessary.
Medicare/Combating Waste, Fraud, Abuse. H.R. 27: relating to additional provisions to combat waste, fraud, and abuse within Medicare; H.R. 203: increasing civil and criminal penalties for acts involving fraud and abuse and increasing the surety bond amount for suppliers of durable medical equipment.
Medicare/Therapy Caps. H.R. 43/S. 46: repealing outpatient rehabilitation therapy caps.
Medicare/Private Contracts. H.R. 164: prohibiting denial of Social Security benefits to persons who elect not to participate in Medicare.
Medicare/Hearing Coverage. H.R. 504: authorizing coverage of hearing aids and auditory rehabilitation services under Medicare Part B.
Medicare/Dental Coverage. H.R. 870: authoring coverage under Part B for medically necessary dental procedures.
Medicare/Rural Improvements. H.R. 902/S. 382: provision authorizing improvements to services provided to beneficiaries residing in rural areas.
Medicare/Shingles Vaccine. H.R. 1038: extending Part B coverage to the shingles vaccine.
Medicare/Home Health. H.R. 1094: authorizing home health care agencies to assign the most appropriate skilled service to make the initial assessment visit under a Medicare home health plan of care for rehabilitation services.
Medicare/Health Care Vouchers. H.R. 1118: authorizing Medicare-eligible seniors to elect to receive vouchers for a health savings account, premiums for a high deductible health insurance plan, or both, in lieu of regular Medicare benefits and suspending Medicare late enrollment penalties between ages 65 and 70.
Medicare/Skilled Nursing Facilities. H.R. 1125, S. 647: provisions related to requiring the reporting of expenditures for nursing services at skilled nursing facilities and requiring disclosure of corporate ownership.
Medicare/Prevention. H.R. 1213: provisions authorizing ultrasound screening for abdominal aortic aneurysms to at-risk Medicare beneficiaries between the ages of 65 and 75 without the requirement of a prior initial preventive physical examination;
H.R. 1894/S. 769: expanding access to bone mass measurement benefits under Part B.
Medicare/Part B Drug Payments. H.R. 1392: relating to appropriate Part B payment amounts for drugs and biologicals.
Medicare/Low Income Prescription Drug Benefits. H.R. 1407/S. 534: authorizing a reduction in cost-sharing under Part D for non-institutionalized, full-benefit dual eligible individuals.
Medicare/Disability Benefits. S. 700/H.R. 1708, H.R. 2881: phasing-out the 24-month waiting period for disabled individuals to become eligible for Medicare benefits and eliminating the waiting period for individuals with life-threatening conditions.
Medicare/Prescription Drugs for kidney transplants. H.R. 1458/S. 565: provision related to continued coverage for immunosuppressive drugs furnished beneficiaries that have received kidney transplants and whose entitlement to coverage would otherwise expire.
Medicare/Intravenous Drugs. H.R. 1765/S. 701: relating to the payment for intravenous immune globulin (IVIG) for the treatment of primary immune deficiency diseases in a patient's home and for certain disposable pumps as durable medical equipment in place of non-disposable pumps.
Medicare/Home Infusion Therapy. H.R. 574/S. 254: extending Medicare coverage to home infusion therapy.
Medicare/Physical Therapy Services. H.R. 1829: authorizing physical therapists to evaluate and treat Medicare beneficiaries without physician referral.
Medicare/Part D Premiums. H.R. 1832: limiting Part D premium increases to no more than the Social Security cost-of-living adjustment and requiring the Secretary of Health and Human Services to negotiate lower prescription drug prices.
Medicare/Cancer Hospice and Palliative Care. H.R. 1844: provisions authorizing coverage of comprehensive cancer care planning, establishing a Medicare hospice care demonstration, and authorizing grant programs for cancer palliative care and symptom management, provider education, and related research.
Medicare/Hospice and Advanced Care Planning. S. 1150, H.R. 2911: provisions related to changing hospice payments and providing advance care planning resources.
Medicare/Physician-Manufacturer Transparency. S. 301: increasing the transparency of the relationship between physicians and the manufacturers of drugs, devices, biologicals, and medical supplies.
Medicare/Comparative Effectiveness. S. Amdt. 793 (to S. Con. Res. 13): prohibiting research information comparing the effectiveness of different treatments to deny coverage of products or services under federal health care programs including Medicare.
Medicare/Care Coordination Services. S. 1131, H.R. 2560: provisions establishing pilot care coordination program.
Medicare/Medicaid Reimbursement. S. Amdt. 799 (to S. Con. Res. 13): addressing the systemic inequities of Medicare and Medicaid reimbursement in rural areas.
Medicaid/Home and Community-based Long Term Care. S. 434, S.1257, H.R. 28552: provisions to remove barriers to providing home and community-based services including providing a state option to provide home and community-based services to individuals for whom such services are likely to prevent, delay, or decrease the likelihood of an individual's need for institutionalized care and authorizing the implementation of assistance grants for states electing to provide home and community-based services under Medicaid; provisions to provide a single point of entry to long term services; provisions to support nursing home diversion programs.
Medicaid/Community-based Attendant Services and Supports. S. 683, H.R. 1670: authorizing coverage of community-based attendant services and supports under Medicaid, increasing funding and establishing a demonstration program for beneficiaries dually eligible for Medicare and Medicaid.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, 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 |
Barbara |
Kennelly |
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Max |
Richtman |
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Maria |
Freese |
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Diane |
Lifsey |
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Michael |
Kibler |
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Raymond |
Leibfried |
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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
Social Security Private Accounts. H.R. 107: provisions establishing Social Security private accounts.
Social Security Trust Funds. H.R. 1276, S. 86, H.R. 219, H.R. 1712: provisions removing Social Security Trust Fund receipts
and disbursements from the federal budget baseline, limiting Trust Fund proceeds to OASDI purposes, and prohibiting the use of Social Security payroll tax monies for private accounts.
Social Security Benefits. S. 426: requiring progressive indexing and longevity indexing of Social Security old-age insurance benefits.
Social Security Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). S. 484, H. R. 235: repealing both the GPO and WEP; S. 490, H. R. 1221: repealing the WEP.
Older Workers/Workforce Participation. S. 502: promoting the labor force participation of older Americans.
Pension Distribution. H.R.424, H.R. 939: provisions relating to the suspension of minimum distribution rules for tax-deferred retirement plans.
Public Pension Modifications. H.R. 1804: provisions safeguarding spousal benefits with respect to Civil Service Retirement System (CSRS) pensions, the Thrift Savings Plan (TSP) and the Federal Employees Retirement System (FERS).
Seniors Cost of Living Adjustment (COLA). H.R. 1371/ H.R. 2429: provisions establishing a consumer price index for elderly consumers to compute cost-of-living increases for Social Security and Medicare benefits; authorizing a Cost of Living Adjustment for Social Security recipients in 2010 (No legislation introduced).
Womens Pension Improvements and Protections (No bill number): provisions to improve working womens pension plan participation and pension account accumulation, and safeguard spousal rights pertaining to pensions at divorce.
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 |
Barbara |
Kennelly |
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Max |
Richtman |
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Maria |
Freese |
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Diane |
Lifsey |
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Michael |
Kibler |
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Raymond |
Leibfried |
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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
S. Amdt. 817 (to S. Con. Res. 13), H.R. 161, H.R. 883: provisions pertaining to the repeal of the 1993 tax increase on Social Security benefits.
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 |
Barbara |
Kennelly |
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Max |
Richtman |
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Maria |
Freese |
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Diane |
Lifsey |
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Michael |
Kibler |
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Raymond |
Leibfried |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
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FOREIGN ENTITIES
27. Add the following foreign entities:
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28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
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2 | 4 | 6 |