1st Quarter - Report

INTERNATIONAL BUSINESS MACHINES CORPORATION (IBM) for INTERNATIONAL BUSINESS MACHINES CORPORATION (IBM)

Firm
Client
Income
—
Expenses
$1,180,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Trade (domestic/foreign) TRD

Government procurement: S. 3505, China Fair Trade Act of 2010; H.R. 5312, Reciprocal Government Procurement with China Creates American Jobs Act. H.R.2378, Currency Reform for Fair Trade Act - countervailing duties. Rare earth minerals, domestic supply, and China export restrictions: H.R. 4866, Rare Earths Supply-Chain Technology and Resources Transformation Act of 2010. Trade Agreements: Colombia FTA; Korea FTA; Panama FTA; Trans-Pacific Partnership (TPP). APEC-Innovation (per Steve Stewart). WTO: Doha Development Agenda - WTO GATS Negotiations; WTO GATS ICT Pluralateral. Bi-lateral trade issues and policy: China; India - Telecom Security; Russia. Export/Import Regulation Reform: Intra-Company Transfer, Encryption. Digital Economy Trade Agreements Conflict Minerals

Contacted: U.S. Trade Representative (USTR); White House Office; Defense Logistics Agency; Labor, Dept of (DOL); Homeland Security, Dept of (DHS); State, Dept of (DOS); Treasury, Dept of; Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; Commerce, Dept of (DOC); Natl Security Council (NSC); Health & Human Services, Dept of (HHS); Energy, Dept of; SENATE; Securities & Exchange Commission (SEC); Patent & Trademark Office (PTO); Environmental Protection Agency (EPA); Justice, Dept of (DOJ); Commodity Futures Trading Commission (CFTC)

Bills named: H.R. 5312 (112th), H.R. 2378 (112th), S. 3505 (112th), H.R. 4866 (112th)

Taxation/Internal Revenue Code TAX

U.S. international tax including deferral, foreign tax credits: H.R. 4213 The American Jobs and Closing Tax loopholes Act 2010; H.R. 5893 Investing in American Jobs and Closing Tax loopholes Act of 2010; S. 3816 Creating Jobs and Ending Offshoring Act; H.R. 1586 FAA Air Transport and Modernization Act with international offsets; Check the box entity classification. Corporate tax reform: Fundamental corporate tax reform including territorial system and rate reduction. R&D tax credit (alternative simplified credit, ASC): to amend IRC to extend research credit through 2010 and increase and make permanent the ASC credit. Other Treasury and IRS regulations: Economic substance codification; contract manufacturing; cost-sharing; Subpart F exemptions; S. 1934/H.R. 3933, Foreign Account Tax Compliance Act of 2009. Bilateral income tax treaties: Spain; Singapore; Korea; China; India; Brazil. OECD guidelines and U.S. Treasury comments on taxation of intangibles, cross-border services taxation with VAT/GST, and business restructuring. Other bills and regulations: H.R. 2110 Mobile Workforce state income tax fairness; H.R. 5013 Implementing Management for Performance and Related reforms to obtain value in every acquisition Act of 2010; H.R. 5715 Lifelong Learning Accounts Act of 2010; H.R. 1083 BAT Simplifcation Act of 2009 and P.L. 86-272; Support centers excise tax; bonus depreciation.

Contacted: Securities & Exchange Commission (SEC); U.S. Trade Representative (USTR); Energy, Dept of; SENATE; Internal Revenue Service (IRS); Health & Human Services, Dept of (HHS); Commerce, Dept of (DOC); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Justice, Dept of (DOJ); Labor, Dept of (DOL); State, Dept of (DOS); Patent & Trademark Office (PTO); Natl Security Council (NSC); Environmental Protection Agency (EPA); Defense Logistics Agency; Commodity Futures Trading Commission (CFTC); Homeland Security, Dept of (DHS); White House Office

Bills named: S. 1934 (112th), H.R. 2110 (112th), H.R. 3933 (112th), S. 3816 (112th), H.R. 5715 (112th), H.R. 1083 (112th), H.R. 4213 (112th), H.R. 5013 (112th), H.R. 1586 (112th), H.R. 5893 (112th)

Copyright/Patent/Trademark CPT

S. 23, America Invents Act: Willfulness Damages- Amendment to exclude Tax Method Patents - USPTO Fee Setting Authority - Inter Partes Review - Venue - First Inventor to File-Ending Fee Diversion, Business Method Patents. Combating Online Infringement and Counterfeits Act.

Contacted: State, Dept of (DOS); Internal Revenue Service (IRS); Defense Logistics Agency; Securities & Exchange Commission (SEC); Homeland Security, Dept of (DHS); Justice, Dept of (DOJ); U.S. Trade Representative (USTR); Commodity Futures Trading Commission (CFTC); Labor, Dept of (DOL); Energy, Dept of; Natl Security Council (NSC); Health & Human Services, Dept of (HHS); Patent & Trademark Office (PTO); Treasury, Dept of; Commerce, Dept of (DOC); Environmental Protection Agency (EPA); HOUSE OF REPRESENTATIVES; SENATE; White House Office

Bills named: S. 23 (112th)

Health Issues HCR

The Patient Protection and Affordable Care Act - impact on IBM and its employees.

LobbyistCovered position, as disclosed
DAVID NEIL BARNES —
PJ EDINGTON —
CHRISTOPHER A PADILLA —

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; Securities & Exchange Commission (SEC); Patent & Trademark Office (PTO); Commerce, Dept of (DOC); Energy, Dept of; Justice, Dept of (DOJ); Commodity Futures Trading Commission (CFTC); Health & Human Services, Dept of (HHS); White House Office; U.S. Trade Representative (USTR); Environmental Protection Agency (EPA); Labor, Dept of (DOL); Natl Security Council (NSC); State, Dept of (DOS); SENATE; Homeland Security, Dept of (DHS); Defense Logistics Agency; Internal Revenue Service (IRS)

Budget/Appropriations BUD

Basic Research Funding for Dept. of Energy, Office of Science - High Performance Computing. Department of Defense Appropriations Act, 2011-Trusted Foundry, S. 3800. Department of Homeland Security Appropriations Act, 2011 - Automated Commercial Environment - Citizenship & Immigration Services (CIS) Modernization, S. 3607. Department of Defense Appropriations Act, 2011; S. 2800- law enforcement and counter-terrorism; health and medical records; Special Operations Command RDTE. Continuing Resolutions, 2011; HJ Res 48, HJ Res 44, HR 3082 -law enforcement and counter-terrorism; health and medical records; Special Operations Command RDTE.

LobbyistCovered position, as disclosed
CHERYL BRUNER —
CRAIG E BURY New S. Approp Comm; Designee S. Armed Svcs Comm
MARK O'RILEY —
LAUREN PHELPS —
ADRIENNE G RHONE —
STEVEN W STEWART —

Contacted: Health & Human Services, Dept of (HHS); White House Office; Energy, Dept of; Securities & Exchange Commission (SEC); U.S. Trade Representative (USTR); Natl Security Council (NSC); SENATE; Defense Logistics Agency; Patent & Trademark Office (PTO); Commerce, Dept of (DOC); Environmental Protection Agency (EPA); Homeland Security, Dept of (DHS); Justice, Dept of (DOJ); Commodity Futures Trading Commission (CFTC); State, Dept of (DOS); Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Internal Revenue Service (IRS)

Bills named: H.J.Res. 44 (112th), S. 2800 (112th), H.J.Res. 48 (112th), S. 3607 (112th), H.R. 3082 (112th), S. 3800 (112th)

Environment/Superfund ENV

Environmental Protection Agency Regulation on Greenhouse Gas. Climate Research Data. EPA Green House Gas reporting rule for semiconductor facilities.

LobbyistCovered position, as disclosed
CRAIG E BURY New S. Approp Comm; Designee S. Armed Svcs Comm
EDGAR H MCCULLOCH —
CHRISTOPHER A PADILLA —
LAUREN PHELPS —
TIMOTHY J SHEEHY —
MARCUS P WILLIAMS —

Contacted: Justice, Dept of (DOJ); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); SENATE; Securities & Exchange Commission (SEC); Commodity Futures Trading Commission (CFTC); Patent & Trademark Office (PTO); White House Office; Homeland Security, Dept of (DHS); Defense Logistics Agency; State, Dept of (DOS); Environmental Protection Agency (EPA); Energy, Dept of; Commerce, Dept of (DOC); Health & Human Services, Dept of (HHS); Natl Security Council (NSC); U.S. Trade Representative (USTR); Treasury, Dept of; Internal Revenue Service (IRS)

Labor Issues/Antitrust/Workplace LBR

Fair Labor Standards Act - Reform - Workforce Flexibility - Exemptions - and impact on IBM and its employees. Pension provisions: S. 3217, H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203). Immigration Reform Competition Policy Equal Employment Opportunity and Disability Issue Compliance - ADAAA Implementation and Regulatory Reform Efforts - OFCCP Implementation of 1973 Rehabilitation Act provisions.

Contacted: Homeland Security, Dept of (DHS); Treasury, Dept of; SENATE; White House Office; Environmental Protection Agency (EPA); HOUSE OF REPRESENTATIVES; Patent & Trademark Office (PTO); U.S. Trade Representative (USTR); Energy, Dept of; Justice, Dept of (DOJ); Internal Revenue Service (IRS); Securities & Exchange Commission (SEC); State, Dept of (DOS); Commodity Futures Trading Commission (CFTC); Health & Human Services, Dept of (HHS); Defense Logistics Agency; Commerce, Dept of (DOC); Natl Security Council (NSC); Labor, Dept of (DOL)

Bills named: S. 3217 (112th), H.R. 4173 (112th)

Computer Industry CPI

Data security and breach notification: S. 3579 Data Security Act of 2010; S. 3742 Data Security and Breach Notification Act of 2010. Cybersecurity, acquisition reform and supply chain: H.R. 4900, Federal Information Security Amendments Act of 2010 ; S. 21 Cyber Security and American Cyber Competitiveness Act of 2011; S 413 Cybersecurity and Internet Freedom Act of 2011; S 372 Cybersecurity and Internet Safety Standards Act; HR 1136 Executive Cyberspace Coordination Act of 2011; HR 174 Homeland Security Cyber and Physical Infrastructure Protection Act. Cybersecurity-Implications for international trade.

LobbyistCovered position, as disclosed
KATIE IGNASZEWSKI —
EDGAR H MCCULLOCH —
CHRISTOPHER A PADILLA —
LAUREN PHELPS —
TIMOTHY J SHEEHY —
STEVEN W STEWART —

Contacted: Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; Homeland Security, Dept of (DHS); Internal Revenue Service (IRS); SENATE; Health & Human Services, Dept of (HHS); State, Dept of (DOS); White House Office; Defense Logistics Agency; Environmental Protection Agency (EPA); Treasury, Dept of; Securities & Exchange Commission (SEC); U.S. Trade Representative (USTR); Labor, Dept of (DOL); Commerce, Dept of (DOC); Patent & Trademark Office (PTO); Justice, Dept of (DOJ); Energy, Dept of; Natl Security Council (NSC)

Bills named: H.R. 1136 (112th), S. 21 (112th), S. 3742 (112th), S. 3579 (112th), H.R. 174 (112th), H.R. 4900 (112th)

Science/Technology SCI

R&D funding - High Performance Computing - STEM [Science, Technology, Engineering, and Mathematics] Education - Nanotechnology: S. 3605 / H.R.5116/H.R.5325, America COMPETES Reauthorization Act [of 2010]. High Performance Computing for DOE Labs.

LobbyistCovered position, as disclosed
MARK O'RILEY —
LAUREN PHELPS —
TIMOTHY J SHEEHY —

Contacted: Justice, Dept of (DOJ); Treasury, Dept of; SENATE; White House Office; Natl Security Council (NSC); HOUSE OF REPRESENTATIVES; Environmental Protection Agency (EPA); Homeland Security, Dept of (DHS); Commodity Futures Trading Commission (CFTC); Defense Logistics Agency; State, Dept of (DOS); Securities & Exchange Commission (SEC); U.S. Trade Representative (USTR); Energy, Dept of; Health & Human Services, Dept of (HHS); Patent & Trademark Office (PTO); Internal Revenue Service (IRS); Labor, Dept of (DOL); Commerce, Dept of (DOC)

Bills named: H.R. 5325 (112th), S. 3605 (112th), H.R. 5116 (112th)

Financial Institutions/Investments/Securities FIN

S. 3217, Restoring American Financial Stability Act of 2010 - scope of the systemic risk legislation. HR. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act (as S3217) - derivative reform, captive finance, proxy access; pay ratio. Proposed Rule: Facilitating Shareholder Director Nominations. Proposed Rule Making Financial Stability Oversight Council. Proposed Rule Making for Derivatives.

LobbyistCovered position, as disclosed
DAVID NEIL BARNES —
CHRISTOPHER A PADILLA —
EDMUND F PERRY —
MEREDITH SINGER —

Contacted: Internal Revenue Service (IRS); State, Dept of (DOS); Patent & Trademark Office (PTO); Securities & Exchange Commission (SEC); SENATE; Justice, Dept of (DOJ); Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; Commerce, Dept of (DOC); White House Office; Treasury, Dept of; Commodity Futures Trading Commission (CFTC); Health & Human Services, Dept of (HHS); Environmental Protection Agency (EPA); Natl Security Council (NSC); U.S. Trade Representative (USTR); Energy, Dept of; Defense Logistics Agency; Homeland Security, Dept of (DHS)

Bills named: H.R. 4173 (112th), S. 3217 (112th)

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.