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
COMMUNITY ASSOCIATIONS INSTITUTE

2. Address

Address1
6402 Arlington, Blvd
 Address2
​Suite 500
City
Falls Church
 State
VA
 Zip Code
22042
 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.
​ANDREW S. FORTIN
​7039709224
​afortin@caionline.org
5. Senate ID#
​10228-12
7. Client Name Self Check if client is a state or local government or instrumentality
​COMMUNITY ASSOCIATIONS INSTITUTE
6. House ID#
​340350000
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
​05/06/2012
 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 $
​60,000.00
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: Andrew S. Fortin, Vice President, Government & Public Affairs
 Date
07/20/2012

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 HOU

16. Specific lobbying issues

1. Federal Housing Administration:
*Private transfer fees and availability of FHA mortgage insurance for community associations with a transfer fee


2. Monitoring GSE and Housing Finance Reform:
General legislative updates on legislation and hearings in the Congress. No specific advocacy.
3. FHFA Final Rule on Private Transfer Fee Covenants:
* Informational inquiries of FHFA to monitor regulatory process for final rule on transfer fee covenants
* Contacts with House and Senate staff to describe view of FHFA final transfer fee rule
NOTE: The list of agencies in Field 17 does not include the Federal Housing Finance Agency--the now defunct Federal Housing
Finance Board for which FHFA is successor was selected to represent this lobbying contact.
4. National Flood Insurance Program Reauthorization
* Flood Insurance Reform Act of 2011, various iterations/amendments considered by House of Representatives
* Flood Insurance Reform and Modernization Act of 2011 (Senate Banking Committee Mark)
* Short-term NFIP extensions
5. Monitoring government mortgage modification program changes (HARP/HAMP/FHA Streamline)
6. FHA FY2013 budget and FHA annual and upfront premium changes
*impact on borrowers in condominium associations that were in the project approval process prior to FHA premium changes
7. Lender/servicer maintenance of REO in community associations
*communication with FHFA, Treasury, and HUD regarding bulk sales of REO in community associations
*communication with FHFA regarding GSE servicer obligations to community associations during and after foreclosure and
prompt recording of title change after foreclosure sale.
*preparation of lobbying materials in support of grassroots efforts
8. Nationwide servicer settlement and servicing standards
*communication with Dept. of Justice and HUD regarding servicer obligations to maintain REO in community associations,
notify associations upon transfer of title, and paymet of association assessments.

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

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Federal Housing Finance Board (FHFB), Housing & Urban Development - Dept of (HUD)

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
Andrew
Fortin
​
​
Michael
Hedge
Jr.
​

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 FIN

16. Specific lobbying issues

Regulatory Definition of "Qualified Residential Mortgage" as Required Under Section 941 of the Dodd-Frank Act
* preparation of advocacy materials for CAI
* general advocacy before the Congress in support of CAI's policy on definition of qualified mortgage and the abilty to repay
standard

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

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Federal Deposit Insurance Commission (FDIC), Federal Housing Finance Board (FHFB), Federal Reserve System, Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), Treasury - Dept of, Housing & Urban Development - Dept of (HUD)

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
Andrew
Fortin
​
​
Michael
Hedge
Jr.
​

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
​
​
​
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