3rd Quarter - Report

AARP for AARP

Firm
Client
Income
—
Expenses
$1,740,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

15 issue areas, each in the filer's own words, with who lobbied on it and where.

Financial Institutions/Investments/Securities FIN

Discussed concerns regarding the SECs proposed rulemaking on Regulation BI. Filed a letter and research findings with the SEC in support of a uniform standard that would apply to both broker-dealers and investment advisers when providing personalized investment advice to retail investors, as well as, recommendations for improving its proposed Client Relationship Summary. H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff. Discussed concerns regarding the SEC's proposed rulemaking on Regulation BI and on the CRS disclosure form.

Contacted: Centers For Medicare and Medicaid Services (CMS); Agriculture, Dept of (USDA); Government Accountability Office (GAO); Labor, Dept of (DOL); SENATE; Securities & Exchange Commission (SEC); Treasury, Dept of; Natl Highway Traffic Safety Administration (NHTSA); Federal Highway Administration (FHA); Health & Human Services, Dept of (HHS); White House Office; HOUSE OF REPRESENTATIVES; Housing & Urban Development, Dept of (HUD)

Bills named: H.R. 6147 (115th)

Veterans VET

H.R.5895, Energy and Water, Legislative Branch and Military Construction-Veterans Affairs Appropriations Act, 2019 - Lobbied in support of final rule granting full practice authority to advanced practice registered nurses to ensure quick implementation.

LobbyistCovered position, as disclosed
DAVID CERTNER —
TIMOTHY JAMES GEARAN —
NANCY LEAMOND —
CRISTINA MARTIN FIRVIDA —
JOYCE A ROGERS —

Contacted: Health & Human Services, Dept of (HHS); Securities & Exchange Commission (SEC); SENATE; Federal Highway Administration (FHA); Centers For Medicare and Medicaid Services (CMS); Natl Highway Traffic Safety Administration (NHTSA); Labor, Dept of (DOL); White House Office; Government Accountability Office (GAO); HOUSE OF REPRESENTATIVES; Housing & Urban Development, Dept of (HUD); Treasury, Dept of; Agriculture, Dept of (USDA)

Bills named: H.R. 5895 (115th)

Civil Rights/Civil Liberties CIV

H.R. 2650/S. 443, Protecting Older Workers Against Discrimination Act - Supported bill. H.R. 4/S. 1405/H.R. 302, FAA Reauthorization Act of 2018 - Opposed to imposition of mandatory retirement age for pilots. Supported creating requirement for fitness centers to have at least one exercise machine accessible to persons with disabilities (no bill). S. 2994/S. 2988/H.R. 6406, EMPOWER Act - Supported legislation to respond to workplace harassment. H.R. 5952/S. 3072, Commerce, Science & Justice Appropriations bill for FY 2019 - Lobbied in support of Legal Services Corporation, full funding for Census Bureau American Community Survey, and in opposition to policy riders affecting access to the Internet.

Contacted: Housing & Urban Development, Dept of (HUD); Federal Highway Administration (FHA); Natl Highway Traffic Safety Administration (NHTSA); Centers For Medicare and Medicaid Services (CMS); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Health & Human Services, Dept of (HHS); Treasury, Dept of; Securities & Exchange Commission (SEC); White House Office; SENATE; Government Accountability Office (GAO); Agriculture, Dept of (USDA)

Bills named: S. 3072 (115th), S. 2994 (115th), S. 443 (115th), H.R. 6406 (115th), H.R. 4 (115th), S. 2988 (115th), H.R. 302 (115th), S. 1405 (115th), H.R. 5952 (115th), H.R. 2650 (115th)

Agriculture AGR

H.R. 2, Agriculture Improvement Act of 2018 - Discussed the Supplemental Nutrition Assistance Program (SNAP) and Commodity Supplement Food Program (CSFP) with House and Senate staff. Discussed issue of grandparents caring for grandchildren and barriers to accessing SNAP with Senate staff. Discussed nutrition programs including the Supplemental Nutrition Assistance Program (SNAP) with USDA. S. 2085, Nourishing Our Golden Years Act - Discussed support of bill. H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied in support of increased funding for Commodity Supplemental Food Program.

LobbyistCovered position, as disclosed
NICOLE BURDA New Health Policy Fellow, Senate Health, Education, Labor, and Pensions Committee, Aug. 2011 - April 2012 (Fellowship through the Congressional Hispanic Caucus Institute)
DAVID CERTNER —
JOHN SUMNER CUMMINGS —
DENISE DEMICHELE-BAILIN —
ROBERT DORSEY —
TIMOTHY JAMES GEARAN —
BEVERLY GILYARD —
BLAKE KELLY —
NANCY LEAMOND —
CRISTINA MARTIN FIRVIDA —
MEGAN O'REILLY —
RHONDA RICHARDS —
JOYCE A ROGERS —
SHANNON M RUSSELL —

Contacted: Natl Highway Traffic Safety Administration (NHTSA); Housing & Urban Development, Dept of (HUD); Health & Human Services, Dept of (HHS); Centers For Medicare and Medicaid Services (CMS); Securities & Exchange Commission (SEC); Agriculture, Dept of (USDA); Government Accountability Office (GAO); SENATE; Federal Highway Administration (FHA); Labor, Dept of (DOL); Treasury, Dept of; HOUSE OF REPRESENTATIVES; White House Office

Bills named: H.R. 2 (115th), H.R. 6147 (115th), S. 2085 (115th)

Transportation TRA

S. 1885, AV START Act - Discussed autonomous vehicle legislation and improvements to the bill. Discussed traffic safety and older pedestrians. Discussed safe road design for all users of the road. HR 3388, SELF DRIVE Act - Discussed bill. H.R. 4/S. 1405/H.R. 302, FAA Reauthorization Act of 2018 - Opposed imposition of mandatory retirement age for pilots. H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied to protect and enhance funding levels for local government transportation projects (TIGER/BUILD) and NHTSA research re autonomous vehicles and other advanced vehicle technologies.

Contacted: Labor, Dept of (DOL); SENATE; Agriculture, Dept of (USDA); White House Office; Government Accountability Office (GAO); Treasury, Dept of; Natl Highway Traffic Safety Administration (NHTSA); HOUSE OF REPRESENTATIVES; Housing & Urban Development, Dept of (HUD); Health & Human Services, Dept of (HHS); Securities & Exchange Commission (SEC); Federal Highway Administration (FHA); Centers For Medicare and Medicaid Services (CMS)

Bills named: H.R. 3388 (115th), H.R. 4 (115th), H.R. 6147 (115th), H.R. 302 (115th), S. 1885 (115th), S. 1405 (115th)

Taxation/Internal Revenue Code TAX

Discussed support for medical expense deduction in Tax 2.0 House legislation. Discussed potential reintroduction of permanent legislation regarding medical expense deduction in Senate. S. 1151/H.R. 2505, Credit for Caring Act - Discussed bill and provided information in response to questions related to the bill with Senate and House staff. Discussed family caregiving, nutrition, SNAP with House staff. H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs. Sent Treasury letter requesting guidance on the recently enacted tax credit to encourage employers to provide paid family and medical leave.

Contacted: Housing & Urban Development, Dept of (HUD); SENATE; Securities & Exchange Commission (SEC); Natl Highway Traffic Safety Administration (NHTSA); Agriculture, Dept of (USDA); Government Accountability Office (GAO); Federal Highway Administration (FHA); Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; White House Office; Centers For Medicare and Medicaid Services (CMS); Health & Human Services, Dept of (HHS); Treasury, Dept of

Bills named: H.R. 6147 (115th), H.R. 2505 (115th), S. 1151 (115th)

Retirement RET

H.R. 4610, Receiving Electronic Statements to Improve Retiree Earnings Act - Opposed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices. H.R. 5282/S. 2526, the Retirement Enhancement and Savings Act - Supported bill. S. 3197, SIMPLE plan Modernization Act - Supported bill. Discussed retirement issues relevant to tax reform. Discussed Congressional Multiemployer Pension Plan Committee and Multiemployer Pension issues. Discussed women's Social Security and retirement issues. Discussed small employer retirement issues. Testified before the DOL ERISA Advisory Council on Lifetime Income products and issues. Discussed concerns regarding the Security and Exchange Commission (SEC) proposed rulemaking on a new standard of conduct for broker-dealers. Discussed retirement issues relevant to tax reform generally and "Tax 2.0" legislation. P.L. 115-119, RAISE Family Caregivers Act; S. 1151/H.R. 2505, Credit for Caring Act - Discussed bills and provided feedback on policy ideas regarding caregiving and retirement security with GAO staff. H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff. Discussed opposition to paid family leave through Social Security. Discussed the Windfall Elimination Provision in Social Security with House Ways and Means staff.

Contacted: SENATE; Health & Human Services, Dept of (HHS); Natl Highway Traffic Safety Administration (NHTSA); HOUSE OF REPRESENTATIVES; White House Office; Federal Highway Administration (FHA); Labor, Dept of (DOL); Housing & Urban Development, Dept of (HUD); Government Accountability Office (GAO); Agriculture, Dept of (USDA); Treasury, Dept of; Centers For Medicare and Medicaid Services (CMS); Securities & Exchange Commission (SEC)

Bills named: S. 2526 (115th), H.R. 2505 (115th), H.R. 5282 (115th), S. 1151 (115th), S. 3197 (115th), H.R. 4610 (115th), H.R. 6147 (115th)

Telecommunications TEC

Discussed issues related to robocalls with Senate staff.

Contacted: Federal Highway Administration (FHA); HOUSE OF REPRESENTATIVES; Housing & Urban Development, Dept of (HUD); Agriculture, Dept of (USDA); Health & Human Services, Dept of (HHS); Securities & Exchange Commission (SEC); SENATE; Centers For Medicare and Medicaid Services (CMS); Natl Highway Traffic Safety Administration (NHTSA); Labor, Dept of (DOL); Government Accountability Office (GAO); Treasury, Dept of; White House Office

Health Issues HCR

Discussed nutrition for older adults with GAO staff. Discussed the National Strategy to Increase Life Expectancy Act (no bill number) and provided feedback to House staff. Discussed Medicare Advantage (MA) benchmark caps and the impact on certain states. Discussed Administration rules (Short-Term Limited Duration Plans and Association Health Plans) with House and Senate staff. Also, discussed Senate introduction of Congressional Review Act (CRA) resolution that would allow Congress to roll back the Short-Term Limited Duration Plan rule. Discussed support for the medical expense deduction. H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders regarding Patient Protection and Affordable Care Act, and various related medical care research and Older Americans Act programs.

LobbyistCovered position, as disclosed
NICOLE BURDA New Health Policy Fellow, Senate Health, Education, Labor, and Pensions Committee, Aug. 2011 - April 2012 (Fellowship through the Congressional Hispanic Caucus Institute)
DAVID CERTNER —
JOHN SUMNER CUMMINGS —
DENISE DEMICHELE-BAILIN —
ROBERT DORSEY —
TIMOTHY JAMES GEARAN —
BEVERLY GILYARD —
BLAKE KELLY —
NANCY LEAMOND —
CRISTINA MARTIN FIRVIDA —
MEGAN O'REILLY —
RHONDA RICHARDS —
JOYCE A ROGERS —
BRENDAN K ROSE —
SHANNON M RUSSELL —
JASMINE ROSA VASQUEZ —

Contacted: Federal Highway Administration (FHA); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Agriculture, Dept of (USDA); Housing & Urban Development, Dept of (HUD); Centers For Medicare and Medicaid Services (CMS); Health & Human Services, Dept of (HHS); Securities & Exchange Commission (SEC); Natl Highway Traffic Safety Administration (NHTSA); Government Accountability Office (GAO); SENATE; Labor, Dept of (DOL); White House Office

Bills named: H.R. 6157 (115th)

Medicare/Medicaid MMM

H.R. 6690, the Fighting Fraud to Protect Care for Seniors Act - Sent letter of endorsement. Discussed health data sharing and interoperability with ONC. Discussed value-based insurance design and bundled payment models with CMS. Discussed dental, vision, and hearing care and coverage with House and Senate staff. Discussed health care price transparency with Senate staff. Discussed Medicare reimbursement for evaluation and management codes with House staff. Discussed Medicare Part D improvements and policies with House and Senate staff. Discussed Medicare Part B payments for prescription drugs with House staff. Shared information about Across the States: Profiles in Long-Term Services and Supports (no bill number) with House and Senate staff. Provided information regarding nursing homes to Senate staff. Discussed and provided feedback on nursing home bill (no bill number) to Senate staff. Discussed nursing homes, nursing home quality, oversight and enforcement with CMS staff. Sent materials from Family Caregiving: Medicare and Medicaid briefing to House and Senate staff attendees. H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of increased funding for CMS' state survey and certification program and in opposition to hostile policy riders regarding Patient Protection and Affordable Care Act, and various related medical care research and Older Americans Act programs.

Contacted: Agriculture, Dept of (USDA); Treasury, Dept of; Federal Highway Administration (FHA); Health & Human Services, Dept of (HHS); Housing & Urban Development, Dept of (HUD); Natl Highway Traffic Safety Administration (NHTSA); Securities & Exchange Commission (SEC); White House Office; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; SENATE; Government Accountability Office (GAO); Centers For Medicare and Medicaid Services (CMS)

Bills named: H.R. 6157 (115th), H.R. 6690 (115th)

Housing HOU

Submitted comment on Affirmatively Furthering Fair Housing: Withdrawal of the Assessment Tool for Local Governments to HUD. H.R. 6509, Eleanor Smith Inclusive Home Design Act of 2018 - Discussed with staff and supported bill. Submitted comments on Disparate Impact Rule Notice of Proposed Rulemaking to HUD. S. 3231, Task Force on the Impact of the Affordable Housing Crisis Act - Supported bill and discussed with Senate staff. S.3499, Outdoors for All Act of 2018 - Supported bill. Discussed shared housing with HUD. Discussed accessory dwelling units with HUD. Discussed healthy aging in place with HUD. Discussed Home Equity Conversion Mortgage (HECM) program/reverse mortgages with GAO staff. S. 3503, American Housing and Economic Mobility Act - Discussed bill with Senate staff. H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied for increased funding for various capital and rental assistance programs and in opposition to proposed changes to minimum rents and elimination of some income deductions.

Contacted: Treasury, Dept of; Federal Highway Administration (FHA); Health & Human Services, Dept of (HHS); Housing & Urban Development, Dept of (HUD); Centers For Medicare and Medicaid Services (CMS); SENATE; Labor, Dept of (DOL); Government Accountability Office (GAO); HOUSE OF REPRESENTATIVES; White House Office; Agriculture, Dept of (USDA); Securities & Exchange Commission (SEC); Natl Highway Traffic Safety Administration (NHTSA)

Bills named: S. 3499 (115th), H.R. 6509 (115th), H.R. 6147 (115th), S. 3503 (115th), S. 3231 (115th)

Budget/Appropriations BUD

H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019, H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019, H.R. 5952/S. 3072,Commerce, Justice, Science, and Related Agencies Appropriations Act, 2019, and H.R.5895, Energy and Water, Legislative Branch and Military Construction-Veterans Affairs Appropriations Act, 2019 - Lobbied to protect funding levels for federal programs which provide health care, nutrition, housing, energy assistance, legal aid and retirement security.

Contacted: SENATE; Government Accountability Office (GAO); Housing & Urban Development, Dept of (HUD); Health & Human Services, Dept of (HHS); White House Office; Treasury, Dept of; Centers For Medicare and Medicaid Services (CMS); Agriculture, Dept of (USDA); Labor, Dept of (DOL); Federal Highway Administration (FHA); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Natl Highway Traffic Safety Administration (NHTSA)

Bills named: H.R. 5895 (115th), H.R. 6147 (115th), H.R. 5952 (115th), S. 3072 (115th)

Family issues/Abortion/Adoption FAM

P.L. 115-119, RAISE Family Caregivers Act - Discussed implementation and funding with ACL, HHS, Senate, and House staff. S. 1151/H.R. 2505, Credit for Caring Act, H.R. 3493, Care Corps Demonstration Act; Assisting Caregivers Today (ACT) Caucus - Discussed these bills and the ACT Caucus, family caregiving more broadly and the long-term care/direct care workforce. Shared information and data on family caregiving and suggested other resources with Senate staff. P.L. 115-119, RAISE Family Caregivers Act; S. 1151/H.R. 2505, Credit for Caring Act - Discussed bills and provided feedback on policy ideas regarding caregiving and retirement security with GAO staff. No bill number, Guardianship Abuse Prevention Act - Provided feedback on draft bill for Senate staff. No bill number, Lifespan Respite Care Reauthorization Act of 2018 - Discussed and provided feedback on family caregiving bill with House staff. H.R. 3493, Care Corps Demonstration Act - Provided feedback on revised bill and discussed the legislation with House staff. Discussed social isolation with Senate staff. H.R. 2535/S. 1188, Lifespan Respite Care Reauthorization Act; H.R. 4219, the Workflex in the 21st Century Act; Assisting Caregivers Today (ACT) Caucus; Older Americans Act law (no bill number) - Discussed these bills, family caregiving broadly and paid direct care workforce issues. Shared information and data on family caregiving and suggested other resources. Sent materials from Family Caregiving: Medicare and Medicaid briefing to House and Senate staff attendees. Discussed Patient Choice and Quality Care Act (S. 1334/H.R. 2797), Elder Abuse Prevention and Prosecution Act (P.L. 115-70) and guardianship broadly in response to Senate Aging Committee stakeholder inquiry. H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (USDA Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs. Sent Treasury letter requesting guidance on the recently enacted tax credit to encourage employers to provide paid family and medical leave. Discussed opposition to paid family leave through Social Security.

Contacted: Natl Highway Traffic Safety Administration (NHTSA); HOUSE OF REPRESENTATIVES; Federal Highway Administration (FHA); Centers For Medicare and Medicaid Services (CMS); Treasury, Dept of; Securities & Exchange Commission (SEC); Government Accountability Office (GAO); Health & Human Services, Dept of (HHS); Housing & Urban Development, Dept of (HUD); Labor, Dept of (DOL); White House Office; Agriculture, Dept of (USDA); SENATE

Bills named: H.R. 2505 (115th), H.R. 6157 (115th), S. 1188 (115th), S. 1151 (115th), H.R. 2535 (115th), H.R. 4219 (115th), H.R. 2797 (115th), H.R. 3493 (115th), S. 1334 (115th)

Labor Issues/Antitrust/Workplace LBR

H.R. 2650/S. 443, Protecting Older Workers Against Discrimination Act - Supported bill. H.R. 4/S. 1405/H.R.302, FAA Reauthorization Act of 2018 - Opposed to imposition of mandatory retirement age for pilots. H.R. 4219, Workflex in the 21st Century Act - Opposed bill to preempt state and local leave and other related laws. H.R. 4942, Building U.S. Infrastructure by Leveraging Demands for Skills (BUILDS) Act - Discussed issues related to bill (no position taken). H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of older worker training programs and in opposition to further constraints upon ERISA conflicts of interest regulation.

Contacted: Health & Human Services, Dept of (HHS); Federal Highway Administration (FHA); Securities & Exchange Commission (SEC); Centers For Medicare and Medicaid Services (CMS); Housing & Urban Development, Dept of (HUD); Government Accountability Office (GAO); Natl Highway Traffic Safety Administration (NHTSA); White House Office; Treasury, Dept of; SENATE; Agriculture, Dept of (USDA); Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES

Bills named: H.R. 302 (115th), H.R. 2650 (115th), H.R. 6157 (115th), H.R. 4219 (115th), H.R. 4942 (115th), S. 443 (115th), H.R. 4 (115th), S. 1405 (115th)

Pharmacy PHA

Discussed efforts to include harmful prescription drug policies in NAFTA with House and Senate staff. H.R. 2212/ S. 974, CREATES Act - Discussed support of bill. H.R. 2439/S.1131, FAIR Drug Pricing Act - Discussed support of bill. S. 124, The Preserve Access to Affordable Generics Act - Discussed support of bill. Part D Deal in Bipartisan Budget Act, Met with House offices to reiterate our support for the deal; sent multiple letters to House and Senate leadership; discussed support for the deal with House and Senate staff. Discussed the Presidents Prescription Drug Blueprint and RFI. S. 1091, the Supporting Grandparents Raising Grandkids Act - Advocated for passage of bill. S. 2553, Know the Lowest Price Act - Endorsed legislation. S.2554, Patient Right to Know Act - Endorsed legislation. Discussed opioid abuse legislation to address opioid abuse and misuse. Discussed possible ways to improve Medicare Part D. Discussed Rx Price Watch Reports and the impact of high drug costs. Discussed drug pricing reforms AARP supports, including secretarial negotiation, importation, reducing exclusivity for biologics, and ending pay-for-delay deals. Discussed family caregiving, opioids, and Supporting Grandparents Raising Grandchildren Act (P.L. 115-196, S. 1091/H.R. 3105).

Contacted: Labor, Dept of (DOL); Federal Highway Administration (FHA); Centers For Medicare and Medicaid Services (CMS); Government Accountability Office (GAO); SENATE; Housing & Urban Development, Dept of (HUD); Health & Human Services, Dept of (HHS); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Agriculture, Dept of (USDA); White House Office; Natl Highway Traffic Safety Administration (NHTSA)

Bills named: S. 1131 (115th), S. 2554 (115th), S. 974 (115th), H.R. 2212 (115th), S. 124 (115th), H.R. 2439 (115th), H.R. 3105 (115th), S. 1091 (115th), S. 2553 (115th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.