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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 10 G STREET, NE, #600 |
Address2 | |
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 | 2012 |
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, President and CEO |
Date | 04/18/2012 |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code BUD
16. Specific lobbying issues
President of the U.S. Fiscal Year 2013 Budget Submission. (No bill): proposals for the Federal budget for the upcoming fiscal year including provisions pertaining to funding the Social Security Administration, Medicare, Older Americans Act programs, and Low Income Home Energy Assistance Program.
Fiscal Year 2013 Budget of the U.S. H.Res.Con 112: proposals for the Federal budget for the upcoming fiscal year including provisions pertaining to funding the Social Security Administration, Medicare, Medicaid, Older Americans Act programs, and Low Income Home Energy Assistance Program.
H.Amdt.1001 to H.CON.Res.112: an amendment in the nature of a substitute to utilize Simpson-Bowles recommendations for establishment of the budget for FY 2013 and to set forth the appropriate budgetary levels for FY 2014 through FY 2022.
Labor, Health and Human Services, and Education, and Related Agencies Fiscal Year 2013 Appropriations. (No bill): provisions appropriating funds for Older Americans Act programs.
Balanced Budget Amendment to the Constitution. H.J.Res. 1, H.J.Res. 2, S.J.Res. 23, S.J.Res. 24, S.J.Res. 10: resolutions proposing a balanced budget amendment to the Constitution of the United States and requiring supermajorities to increase the deficit or to raise revenues.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Office of Management & Budget (OMB)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Michael |
Kibler |
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Brenda |
Sulick |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code MMM
16. Specific lobbying issues
Medicare/Commission. P.L. 111-148, P.L. 111-152 (Sec. 4050): provisions pertaining to the repeal or modification of provisions creating an independent commission authorized to establish Medicare payment and policy designed to reduce Medicare spending growth.
Medicare Drug Savings. S. 1206, H.R. 2190: provisions extending Medicaid drug rebates to prescription drugs paid for by Medicare and used by people eligible for both Medicare and Medicaid (dual-eligibles), and by people receiving the Medicare Part D Low-Income Subsidy.
Medicare/Home Health Benefits. (No bill): proposals regarding potential copayments for beneficiaries receiving the Medicare home health benefit.
Medicare/Income-relating. (No bill): proposals to increase costs for higher-income Medicare beneficiaries.
Medicare/Part A Hospital Inpatient Status. S. 818, H.R. 1543: provisions ensuring beneficiaries receiving hospital services are designated as inpatients, thereby assuring coverage of prescription drugs and post-acute care under Part A following a three-day hospitalization.
Medicare Part B Drug Savings. S. 1699: provisions pertaining to provisions that reduce the cost of prescription drugs paid for under Medicare Part B.
Medicare/Parts C and D. P.L. 110-275, P.L. 108-173: provisions pertaining to the implementation of regulations and issuance of guidance relating to beneficiary eligibility, enrollment, and effectiveness of exceptions and the appeals processes under Medicare Parts C and D.
Medicare/Part D plan, Negotiation of Part D Drug Prices. S. 31, S. 44, S. 560, H.R. 999: provisions creating a Medicare-operated prescription drug plan, allowing or requiring the Secretary of the Department of Health and Human Services to negotiate price concessions from pharmaceutical manufacturers for drugs purchased under the Part D program.
Medicare/Managed Care. Medicare Advantage Program Integrity Act of 2012. H.R. 4254: provisions pertaining to revisions of the coding intensity adjustment factor in the formula for the demographic adjustment used in calculating payments to Medicare Advantage organizations for 2015 and subsequent years and sets the timing of prepayments to beginning with January 2013.
Medicare/Medicare Supplemental Health Insurance. (No bill): proposals to increase costs for Medicare beneficiaries who purchase Medigap insurance.
Medicare/Physician Fees. P.L. 112-96, (H.R. 3630): provisions pertaining to provisions that maintain current levels of physician fees under Medicare Part B; extending the therapy caps exceptions process; extending the Qualified Individual program.
Medicare/Premium Support/Privatization. (No bill): proposals to convert Medicare from a defined benefit plan to a premium support/voucher system.
Medicare/Raising Eligibility Age. (No bill): proposals to raise the Medicare eligibility age from 65 to 67.
Medicare/Medicaid. Comprehensive Health Care Reform. P.L. 111-148, P.L. 111-152: provisions related to reducing Medicare Advantage plan payments; reducing the Part D coverage gap; requiring higher income Medicare beneficiaries to pay an increased share of Medicare Parts B and D premium costs; expanding benefits for low-income beneficiaries under the Medicare Savings Programs and the Part D Low-Income Subsidy (LIS); improving the process for reassigning LIS beneficiaries to new plans; expanding coverage of prevention services; establishing a Medicare Commission; providing expanded Medicaid coverage for home and community-based services; authorizing the collection of data regarding disparities in the provision of care; providing safeguards and subsidies to assure affordability of health coverage for seniors.
Medicare and Medicaid/Center for Medicare and Medicaid Innovations. (No bill): proposals related to the planning for the Center for Medicare and Medicaid Innovations, and the approach this office will take to test innovative payment and service delivery models to reduce program expenditures, while preserving or enhancing the quality of care for Medicare, Medicaid and CHIP beneficiaries.
Medicare and Medicaid/Federal Coordinated Health Care Office (Medicare-Medicaid Coordination Office). (No bill): proposals related to activities of the Federal Coordinated Health Care Office intended to improve the quality of care for recipients who receive benefits from both Medicare and Medicaid, i.e., dual-eligibles.
Long-term Care Financing via Tax Deduction. (No bill): provisions amending the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long -term care needs.
Long-term Services and Supports/Community Living Assistance Services and Supports (CLASS) Act. S. 720, H.R. 1173: provisions repealing previously enacted expanded support for long-term supports and services.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Health & Human Services - Dept of (HHS), Centers For Medicare and Medicaid Services (CMS), Administration on Aging, Executive Office of the President (EOP)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Michael |
Kibler |
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Brenda |
Sulick |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code POS
16. Specific lobbying issues
Postal Service/ The 21st Century Postal Service Act of 2012. S. 1789: provisions to improve, sustain, and transform the United States Postal Service.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Michael |
Kibler |
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Brenda |
Sulick |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code RET
16. Specific lobbying issues
Consumer Price Index for Elderly Consumers. H.R. 798, H.R. 1086, H.R. 776, H.R. 539, H.R. 456, S. 1876, S. 2037, S. 2252: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living increases for Social Security and Medicare benefits and authorizing a cost-of-living adjustment for Social Security recipients in 2011.
Consumer Price Index for Social Security Beneficiaries/Chained CPI. (No bill): proposal to replace the current index used to calculate the Social Security COLA with a chained CPI.
Social Security Privatization. H.R. 2109, H.R. 2889: provisions converting Social Security to a system of private investment accounts.
Social Security Protection. H.R. 1118, H.R. 796, H.R. 1630, S. 582 S.AMDT. 207 to S. 493: provisions removing Social Security Trust Fund receipts and disbursements from the federal budget baseline; limiting Trust Fund proceeds to OASDI purposes; prohibiting increases to the retirement age or the early retirement age, reductions in cost-of-living increases, reductions of benefit payment amounts, or the creation of private retirement accounts carved out of Social Security.
Social Security Benefits. S. 1213, S. 804: provisions requiring progressive indexing or modifying cost-of-living adjustments (COLA) to one percent below the general COLA and implementing longevity indexing (i.e., raising the retirement age) of Social Security old-age insurance benefits.
Social Security Payroll Tax Holiday. H.R. 3743: proposal to extend the current payroll tax holiday through the end of Calendar Year 2012, increase the percentage reduction from the current 2 percent to 3.1 percent, and extend it to employers in certain situations.
Social Security Payroll Tax Holiday. H.R. 3630: provisions extending the payroll tax holiday through the end of Calendar Year 2012.
Annual Social Security Statements. (No bill): options to modify the Social Security Administrations decision suspending the production and mailing of individual Social Security Statements.
Raising the Payroll Tax Cap. S. 2252: provisions raising the amount of wages subject to payroll taxes.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Vice President of the U.S., Administration on Aging, Employment & Training Administration, Social Security Administration (SSA)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Michael |
Kibler |
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Brenda |
Sulick |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TRA
16. Specific lobbying issues
Senior Transportation/Senior Transportation and Mobility Improvement Act of 2012. S.1942, H.R.4028: provisions addressing transportation issues of critical importance to the nation's older adults and people with disabilities.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Michael |
Kibler |
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Brenda |
Sulick |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
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Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
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28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
1 | 3 | 5 |
2 | 4 | 6 |