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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 601 PENNSYLVANIA AVENUE, NW, SOUTH BUILDING |
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City | WASHINGTON |
State | DC |
Zip Code | 20004 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 1581-12
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6. House ID# 306290000
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TYPE OF REPORT | 8. Year | 2011 |
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: Marilyn Zigmund Luke, Senior Counsel and Compliance Officer |
Date | 07/20/2011 |
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
H.Con.Res. 34, Budget Resolution (Ryan) Medicare, Medicaid, ACA issues (cont.)
H.R. 1, Full-Year Continuing Appropriations Act (Rogers) funding for HHS programs and agencies; H.R. 4, 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act (Lungren) repeal of Form 1099 provision; H.R. 5, HEALTH Act (Gingrey) medical liability reform; H.R.611 -- BEST PRACTICES Act (Rush) data security; H.R. 1409, Quality Health Care Coalition Act (Conyers) antitrust exemption for physicians; H.R. 1473, Full-Year Continuing Appropriations Act (Rogers) funding for HHS programs and agencies; H.R. 1707, Data Accountability and Trust Act (Rush) data security; H.R. 1841, Data Accountability and Trust Act (Stearns) data security; S. 18, Small Business Paperwork Mandate Elimination Act (Johanns) repeal of Form 1099 provision; S. 72, Small Business Paperwork Mandate Elimination Act (Baucus) repeal of Form 1099 provision; S. 197, Medical Care Access Protection Act (Ensign) medical liability reform; S. 218, HEALTH Act (Ensign) medical liability reform; S. 1049, Small Business Health Relief Act (Kyl) repeal of premium tax and other ACA provisions; S. 1099, HEALTH Act (Blunt) medical liability reform; S. 1151, Personal Data Privacy and Security Act (Leahy) privacy, data security; S. 1207, Data Security and Breach Notification Act (Pryor) data security.
HCR (Regulatory Issues):
HIPAA administrative simplification issues, including standards for privacy, security, and electronic transactions and code sets, identifiers and enforcement; FEHBP enrollment data clearinghouse initiative; issues relating to health insurance plan participation in FEHBP, including contract requirements related to interoperability of health information technology, community rating policies, and similarly sized subscriber group (SSSG) requirement; implementation of the health savings account provisions of the Medicare Act; issues related to Medicare Secondary Payer requirements; issues related to implementation of the National Health Information Infrastructure; electronic health records, personal health records, and similar technologies; issues relating to market consolidation; issues relating to quality improvement; issues related to potential priority research topics for the effective health care program; issues relating to the national health data stewardship; issues relating to hospital outpatient measurement and reporting; issues related to genetics and genetic nondiscrimination; issues relating to mental health parity; issues relating to data breach requirements; issues relating to "meaningful use" requirements for health information technology; issues related to the collection of race and ethnicity data; issues relating to Form 5500 reporting requirements, including the application of service provider contract rules; medical loss ratios; review of rates for reasonableness; health insurance exchanges; preexisting condition insurance plans; accountable care organizations; internal claims and appeals and external review processes; coverage of preventive services; pre-existing condition exclusions; lifetime and annual dollar limits on benefits rescissions; patient protections; grandfathered health plan provisions; issues related to privacy, security, and other regulation of the Internet and electronic commerce; issues relating to the annual fee on health insurance providers; health plan automatic enrollment requirements; health insurance web portal requirements; dependent coverage; and other issues relating to health care reform implementation.
Durham (con't):
the Assistant Secretary for Planning and Evaluation, Washington, DC, 2001-2005: Acting Deputy Assistant Secretary for Health Policy (8/034/04 and 1/054/05); Deputy to the Deputy Assistant Secretary for Health Policy (7/02 4/05); Senior Advisor for Health Policy (12/01-7/02).
SOCIAL SECURITY ADMINISTRATION (SSA), Washington, DC, 1998-2001: Acting Associate Commissioner for Retirement Policy (9/00-12/01); Deputy Associate Commissioner for Retirement Policy (7/98-12/01); OFFICE OF MANAGEMENT AND BUDGET, Washington, DC, 1987-1989: Policy Analyst, Health and Income Maintenance Division.
Thornton (con't):
OF MANAGEMENT AND BUDGET, WASHINGTON DC, JANUARY 2002 TO MAY 2006; PRESIDENTIAL MANAGEMENT FELLOW, SOCIAL SECURITY ADMINISTRATION, BALTIMORE, MD, JANUARY 2000 TO JANUARY 2002.
Zigmund Luke (con't):
Department of Labor, Pension & Welfare Benefits Administration, Philadelphia, PA, May 1997 to June 1998.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Executive Office of the President (EOP), Centers For Medicare and Medicaid Services (CMS), Health & Human Services - Dept of (HHS), Labor - Dept of (DOL), Treasury - Dept of, Federal Trade Commission (FTC), Office of Personnel Management (OPM), Agency for Health Care Policy & Research, 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 |
Jeremy |
Allen |
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Gary |
Bacher |
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Carmella |
Bocchino |
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Mary |
Donahue |
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Dan |
Durham |
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U.S. Dept of Health and Human Services, Office of |
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Paul |
Eiting |
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Karen |
Ignagni |
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Alethia |
Jackson |
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Erik |
Komendant |
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Amber |
Manko |
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Sue |
Rohan |
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Candace |
Schaller |
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Scott |
Styles |
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Jeanette |
Thornton |
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Senior Policy Analyst, White House Office of |
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Kelly |
Vogel |
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Howard |
Weiss |
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Thomas |
Wilder |
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Marilyn |
Zigmund Luke |
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Investigator/Pension Benefits Advisor, U.S. |
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
H.R. 999, Medicare Prescription Drug Savings and Choice Act (Schakowsky) Medicare Part D changes (cont.)
H.R. 1063, Strengthening Medicare And Repaying Taxpayers Act (Murphy) Medicare secondary payer rules; H.R. 1580, Medicare Beneficiary Preservation of Choice Act (Gonzalez) Medicare Advantage enrollment periods; H.R. 2248, Medicare Prescription Drug Price Negotiation Act (Welch) Part D price negotiation; S. 31, Prescription Drug and Health Improvement Act (Franken) Part D price negotiation; S. 44, Medicare Prescription Drug Price Negotiation Act (Klobuchar) Part D price negotiation; S. 560, Medicare Prescription Drug Savings and Choice Act (Durbin) Medicare Part D changes; H.R. 675 Strengthening Medicare Anti-Fraud Measures Act of 2011 (Herger); S. 1251 Medicare and Medicaid Fighting Fraud and Abuse to Save Taxpayers' Dollars Act (Medicare and Medicaid FAST Act) (Coburn/Carper).
MMM (Regulatory Issues):
Ongoing implementation issues for the Medicare Advantage (MA) and Medicare Part D prescription drug programs, including risk adjustment methodology, data, and audit issues, bidding and payment issues (including MA rate assumptions, MA coding intensity, MA Secondary Payer issues, Part D reinsurance, Part D low income subsidies, and audits), application process, audits to evaluate compliance with MA and Part D program rules, benefit design rules, SSA and CMS premium withhold processing issues, enrollment rules, marketing materials review and approval, marketing activities, including conduct and compensation of brokers and agents and plan sponsor marketing staff, measurement and oversight of plan performance including Special Needs Plans (SNPs); quality measures, grievance and appeals processes, fraud and abuse compliance including training, and Medicare/Medicaid integration and contracting issues for Dual Eligible Special Needs Plans (SNPs); Federal preemption of State authority under MA and Part D programs, Part D prescription drug event data reporting, Part D formulary rules, Part D pharmacy access standards, and other operational issues; Medicare creditable drug coverage reporting requirements; implementation issues for the Medicare Retiree Drug Subsidy program; functionality of the Medicare Personal Plan Finder and Drug Plan Finder; National Medicare Education program; ongoing implementation issues for the Medicare cost plan program including enrollment, marketing materials review and approval and other operational issues, MA and Part D systems issues affecting enrollment and disenrollment processing and payment and other operational issues; Medicare demonstration program on performance-based payments for physician groups; physician quality reporting initiative; issues relating to Medicare coverage policy and national coverage decisions; Medicare clinical trials; implementation of MA and Part D changes made in the Accountable Care Act (ACA), including application of the MA STAR system for payment purposes starting 2012 and changes to the Part D coverage gap; Medicaid managed care regulations and policies, including the Medicaid managed care actuarial soundness standard, quality oversight, Medicaid and CHIP Payment and Access Commission (MACPAC), grievance and appeals processes, fraud and abuse compliance, beneficiary information requirements, treatment of Medicaid health plan member hospital days in the upper payment limit calculation; policies affecting State Medicaid funding, including block grants, the calculation of the federal medical assistance (federal matching) percentage (FMAP), and intergovernmental transfers (IGTs); coordination of benefits with state Medicaid programs; Medicaid prescription drug cost issues affecting Medicaid health plans; health plan-related Childrens Health Insurance Program (CHIP) issues, including eligibility and outreach issues; implementation of Medicaid changes made in Deficit Reduction Act of 2005, including Medicaid managed care organization provider tax issues; standards for electronic prescribing; implementation of Medicaid changes of interest to Medicaid health plans made in the ACA including the managed care organization (MCO) prescription drug rebate provisions, minimum payments to primary care providers (PCPs), interactions between the Medicaid program and health insurance exchanges, and Medicaid and CHIP maintenance of effort (MOE) requirements; issues related to data warehouses including the Office of Personnel Management and Office of the Inspector General proposals related to the Federal Employee Health Benefits Program and all-payer comparative effectiveness research and health information technology standards and policies.
Durham (con't):
the Assistant Secretary for Planning and Evaluation, Washington, DC, 2001-2005: Acting Deputy Assistant Secretary for Health Policy (8/034/04 and 1/054/05); Deputy to the Deputy Assistant Secretary for Health Policy (7/02 4/05); Senior Advisor for Health Policy (12/01-7/02).
SOCIAL SECURITY ADMINISTRATION (SSA), Washington, DC, 1998-2001: Acting Associate Commissioner for Retirement Policy (9/00-12/01); Deputy Associate Commissioner for Retirement Policy (7/98-12/01); OFFICE OF MANAGEMENT AND BUDGET, Washington, DC, 1987-1989: Policy Analyst, Health and Income Maintenance Division.
Thornton (con't):
OF MANAGEMENT AND BUDGET, WASHINGTON DC, JANUARY 2002 TO MAY 2006; PRESIDENTIAL MANAGEMENT FELLOW, SOCIAL SECURITY ADMINISTRATION, BALTIMORE, MD, JANUARY 2000 TO JANUARY 2002.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Executive Office of the President (EOP), Centers For Medicare and Medicaid Services (CMS), Health & Human Services - Dept of (HHS), Medicare Payment Advisory Commission (MedPAC)
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 |
Jeremy |
Allen |
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Carmella |
Bocchino |
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Dan |
Durham |
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U.S. Dept of Health and Human Services, Office of |
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Karen |
Ignagni |
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Alethia |
Jackson |
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Erik |
Komendant |
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Sue |
Rohan |
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Candace |
Schaller |
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Scott |
Styles |
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Jeanette |
Thornton |
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Senior Policy Analyst, White House Office of |
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Kelly |
Vogel |
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Howard |
Weiss |
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Thomas |
Wilder |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code PHA
16. Specific lobbying issues
H.R. 979, FEHBP Prescription Drug Integrity, Transparency, and Cost Savings Act (Lynch) FEHBP prescription drugs; H.R.1946, Preserving Hometown Independent Pharmacies Act (Marino) antitrust exemption for independent pharmacies; S. 27, Preserve Access to Affordable Generics Act (Kohl) pay-for-delay settlements (con't)
PHA (Regulatory):
Issues relating to long term safety and effectiveness of medical devices and drugs, including registries; issues relating to post-market surveillance of drugs and medical devices; and issues relating to access for investigational drugs.
Thornton (con't):
OF MANAGEMENT AND BUDGET, WASHINGTON DC, JANUARY 2002 TO MAY 2006; PRESIDENTIAL MANAGEMENT FELLOW, SOCIAL SECURITY ADMINISTRATION, BALTIMORE, MD, JANUARY 2000 TO JANUARY 2002.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Executive Office of the President (EOP), Food & Drug Administration (FDA), Centers For Medicare and Medicaid Services (CMS), Health & Human Services - Dept of (HHS), Office of Personnel Management (OPM), Drug Enforcement Administration (DEA)
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 |
Jeremy |
Allen |
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Carmella |
Bocchino |
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Karen |
Ignagni |
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Alethia |
Jackson |
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Erik |
Komendant |
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Candace |
Schaller |
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Scott |
Styles |
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Jeanette |
Thornton |
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Senior Policy Analyst, White House Office of |
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Kelly |
Vogel |
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Howard |
Weiss |
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Thomas |
Wilder |
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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 INS
16. Specific lobbying issues
H.R. 63, Long-Term Care Insurance Reform Act (Doggett) LTC insurance reforms (cont.)
H.R. 111, Breast Cancer Patient Protection Act (DeLauro) minimum hospital stays for mastectomy patients; H.R. 346, Health Care Choice Act (Pearce ) national marketplace for individual coverage; H.R.371, Health Care Choice Act (Blackburn) national marketplace for individual coverage; H.R. 416, Health Insurance Rate Review Act (Schakowsky) rate review; H.R. 1050, Small Business Health Fairness Act (Johnson) association health plans; H.R. 1150, Competitive Health Insurance Reform Act (Gosar) antitrust policy; H.R.1206, Access to Professional Health Insurance Advisors Act (Rogers) agent commissions, medical loss ratios; H.R.1943, Health Insurance Industry Fair Competition Act (DeFazio) changes to McCarran-Ferguson Act; S.137 -- Health Insurance Rate Review Act (Feinstein) rate review; S.159, Confidence in Long-Term Care Insurance Act (Kohl) LTC insurance reforms.
INS (Regulatory)
Insurance regulatory reform; issues related to the coordination of private and public disability income benefits; disability risk management; issues relating to the coordination of benefits between private health insurance plans and Medicaid; Medigap claims processing and crossover fees; implementation of Medigap standardized plan offerings; Medigap carrier recoveries related to CMS fraud and abuse enforcement activities, and issues related to Medigap educational materials, and other Medigap issues; implementation of the Mental Health Parity Act requirements; issues related to genetic nondiscrimination; medical loss ratios; review of rates for reasonableness; health insurance exchanges; pre-existing condition insurance plans; accountable care organizations; internal claims and appeals and external review processes; coverage of preventive services; preexisting condition exclusions; lifetime and annual dollar limits on benefits rescissions; patient protections; grandfathered health plan provisions; health insurance web portal requirements; dependent coverage; and other issues relating to health care reform implementation.
Durham (con't):
the Assistant Secretary for Planning and Evaluation, Washington, DC, 2001-2005: Acting Deputy Assistant Secretary for Health Policy (8/034/04 and 1/054/05); Deputy to the Deputy Assistant Secretary for Health Policy (7/02 4/05); Senior Advisor for Health Policy (12/01-7/02).
SOCIAL SECURITY ADMINISTRATION (SSA), Washington, DC, 1998-2001: Acting Associate Commissioner for Retirement Policy (9/00-12/01); Deputy Associate Commissioner for Retirement Policy (7/98-12/01); OFFICE OF MANAGEMENT AND BUDGET, Washington, DC, 1987-1989: Policy Analyst, Health and Income Maintenance Division
Thornton (con't):
OF MANAGEMENT AND BUDGET, WASHINGTON DC, JANUARY 2002 TO MAY 2006; PRESIDENTIAL MANAGEMENT FELLOW, SOCIAL SECURITY ADMINISTRATION, BALTIMORE, MD, JANUARY 2000 TO JANUARY 2002.
Zigmund Luke (con't):
Department of Labor, Pension & Welfare Benefits Administration, Philadelphia, PA, May 1997 to June 1998.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Executive Office of the President (EOP), Health & Human Services - Dept of (HHS), Labor - Dept of (DOL), Treasury - Dept of, 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 |
Jeremy |
Allen |
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Gary |
Bacher |
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Carmella |
Bocchino |
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Dan |
Durham |
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U.S. Dept of Health and Human Services, Office of |
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Paul |
Eiting |
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Karen |
Ignagni |
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Alethia |
Jackson |
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Erik |
Komendant |
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Amber |
Manko |
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Sue |
Rohan |
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Candace |
Schaller |
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Jeanette |
Thornton |
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Senior Policy Analyst, White House Office of |
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Scott |
Styles |
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Kelly |
Vogel |
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Thomas |
Wilder |
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Marilyn |
Zigmund Luke |
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Investigator/Pension Benefits Advisor, U.S. |
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TAX
16. Specific lobbying issues
H.R.369, Health Savings and Affordability Act (Austria) HSA improvements (cont.)
H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) repeal of HSA and FSA restrictions; H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) repeal of HSA restrictions; H.R. 605, Patients' Freedom to Choose Act (Paulsen) repeal of HSA and FSA restrictions; H.R. 1370, Repeal of ACA Premium Tax (Boustany); H.R. 2010, Family and Retirement Health Investment Act (Paulsen) HSA and FSA improvements; S. 312, Patients' Freedom to Choose Act (Hutchison) repeal of HSA and FSA restrictions; S. 1098, Family and Retirement Health Investment Act (Hatch) HSA and FSA improvements.
TAX (Regulatory)
Issues relating to Health Savings Accounts; issues relating to withholding of government contract payments; pre-existing condition insurance plans, internal claims and appeals and external review processes, coverage of preventive services; pre-existing condition exclusions, lifetime and annual dollar limits on benefits, rescissions, and patient protections; grandfathered health plan provisions; dependent coverage; reporting the value of employer-sponsored coverage; collection of insurer fees; operation of health insurance exchanges; reporting of medical loss ratio rebates; issues relating to IRC Sec 162(m) reporting; and other issues relating to health care reform implementation.
Durham (con't):
the Assistant Secretary for Planning and Evaluation, Washington, DC, 2001-2005: Acting Deputy Assistant Secretary for Health Policy (8/034/04 and 1/054/05); Deputy to the Deputy Assistant Secretary for Health Policy (7/02 4/05); Senior Advisor for Health Policy (12/01-7/02).
SOCIAL SECURITY ADMINISTRATION (SSA), Washington, DC, 1998-2001: Acting Associate Commissioner for Retirement Policy (9/00-12/01); Deputy Associate Commissioner for Retirement Policy (7/98-12/01); OFFICE OF MANAGEMENT AND BUDGET, Washington, DC, 1987-1989: Policy Analyst, Health and Income Maintenance Division.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Executive Office of the President (EOP), Internal Revenue Service (IRS), Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Jeremy |
Allen |
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Dan |
Durham |
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U.S. Dept of Health and Human Services, Office of |
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Karen |
Ignagni |
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Alethia |
Jackson |
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Erik |
Komendant |
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Scott |
Styles |
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Kelly |
Vogel |
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Thomas |
Wilder |
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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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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: http://www.ahip.org/content/default.aspx?bc=31|42|54
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 3 | 5 |
2 | 4 | 6 |
FOREIGN ENTITIES
27. Add the following foreign entities:
Name | Address |
Principal place of business (city and state or country) |
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28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
1 | 5 | 9 |
2 | 6 | 10 |
3 | 7 | 11 |
4 | 8 | 12 |