AARP for AARP
A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.
Versions of this report
Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.
| Filing | Filed | Amount | Counted |
|---|---|---|---|
| 1st Quarter - Report (this page) | Apr 20, 2017 | $2,000,000 | Replaced |
| 1st Quarter - Amendment | May 9, 2017 | $2,010,000 | Yes |
What was lobbied
13 issue areas, each in the filer's own words, with who lobbied on it and where.
Financial Institutions/Investments/Securities FIN
Discussed support for the DOL Fiduciary rule. H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Discussed potential hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DAVID CERTNER | — |
| DENISE DEMICHELE-BAILIN | — |
| TIMOTHY JAMES GEARAN | — |
| BEVERLY GILYARD | — |
| NANCY LEAMOND | — |
| CRISTINA MARTIN FIRVIDA | — |
| JOYCE A ROGERS | — |
| JASMINE ROSA VASQUEZ New | Legislative Director for Former Congressman Xavier Becerra, 4/2016-1/2017; Economic Policy Advisor for Congressman Bill Pascrell, 6/2008-5/2010; Legal Intern for House & Ways Committee Tax Office, 5/2007-8/2007 |
Civil Rights/Civil Liberties CIV
H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill. S. 443, Protecting Older Workers Against Discrimination Act - Supported bill. Discussed activities to commemorate the 50th Anniversary of the Age Discrimination in Employment Act.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DAVID CERTNER | — |
| DEBORAH CHALFIE | — |
| NANCY LEAMOND | — |
| CRISTINA MARTIN FIRVIDA | — |
| MEGAN O'REILLY New | CMS, Office of Legislation, Director, 1/2015-1/2017; Committee on Education & the Workforce, Staff Director and various other positions, 1/2007-1/2015; Executive Assistant, Congresswoman Anna Eshoo, 8/1998-8/2003 |
| RHONDA RICHARDS | — |
| JOYCE A ROGERS | — |
Transportation TRA
Discussed traffic safety and older pedestrians. Discussed safe road design for all users of the road. Discussed autonomous vehicles. Discussed transportation appropriations. Discussed non-emergency medical transportation. Discussed highway signage font. H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in support of bill report language regarding Safe Streets provision in FAST Act, housing rental assistance, among other programs.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DEBRA ALVAREZ | — |
| DAVID CERTNER | — |
| TIMOTHY JAMES GEARAN | — |
| BEVERLY GILYARD | — |
| NANCY LEAMOND | — |
| CRISTINA MARTIN FIRVIDA | — |
| JOYCE A ROGERS | — |
| SHANNON M RUSSELL | — |
Taxation/Internal Revenue Code TAX
Discussed support for medical expense deduction tax treatment. Discussed the Credit for Caring Act (no bill number). Discussed Americans Giving Care to Elders (AGE) Act (no bill number). H.R. 329, Elder Services Tax Credit Act of 2017 - Discussed bill. H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs. Discussed health and retirement tax incentives: Sent letter to House and Senate committee leadership addressing taxation of Social Security benefits, the retention of the extra standard deduction for those ages 65 or older, access to workplace retirement plans, targeted incentives for work-place retirement saving plans, protection of earned pensions for vulnerable retirees and their families, and maintenance of consumer protections.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DAVID CERTNER | — |
| DENISE DEMICHELE-BAILIN | — |
| TIMOTHY JAMES GEARAN | — |
| BEVERLY GILYARD | — |
| BLAKE KELLY | — |
| NANCY LEAMOND | — |
| CRISTINA MARTIN FIRVIDA | — |
| MEGAN O'REILLY New | CMS, Office of Legislation, Director, 1/2015-1/2017; Committee on Education & the Workforce, Staff Director and various other positions, 1/2007-1/2015; Executive Assistant, Congresswoman Anna Eshoo, 8/1998-8/2003 |
| MARGARET RANDOLPH | — |
| RHONDA RICHARDS | — |
| JOYCE A ROGERS | — |
| SHANNON M RUSSELL | — |
| JASMINE ROSA VASQUEZ New | Legislative Director for Former Congressman Xavier Becerra, 4/2016-1/2017; Economic Policy Advisor for Congressman Bill Pascrell, 6/2008-5/2010; Legal Intern for House & Ways Committee Tax Office, 5/2007-8/2007 |
Retirement RET
H.Res.66, H.Res.67, S.Res.33, S.Res.34 - Lobbied to prevent revocation of the Department of Labor's guidance to state and municipal-facilitated retirement savings programs under the Congressional Review Act. Discussed support for the DOL Fiduciary rule. H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in opposition to hostile policy riders concerning DOL fiduciary duty rules. Met with the SSA and OMB regarding SSA FY 2017 and FY 2018 funding levels and reviewed comments and testimony regarding Representative Payee Program. Discussed conceptual draft of bill regarding electronic disclosures regarding retirement plans. H.R. 624, Social Security Fraud Prevention Act of 2017 - Endorsed bill. Supported bill that requires the Social Security Administration to remove Social Security Numbers from mailings when their use is unnecessary (MAIL Act, no bill number this Congress).
| Lobbyist | Covered position, as disclosed |
|---|---|
| DAVID CERTNER | — |
| DEBORAH CHALFIE | — |
| DENISE DEMICHELE-BAILIN | — |
| TIMOTHY JAMES GEARAN | — |
| BEVERLY GILYARD | — |
| NANCY LEAMOND | — |
| CRISTINA MARTIN FIRVIDA | — |
| JOYCE A ROGERS | — |
| SHANNON M RUSSELL | — |
| MICHELE LESLEY VARNHAGEN | — |
| JASMINE ROSA VASQUEZ New | Legislative Director for Former Congressman Xavier Becerra, 4/2016-1/2017; Economic Policy Advisor for Congressman Bill Pascrell, 6/2008-5/2010; Legal Intern for House & Ways Committee Tax Office, 5/2007-8/2007 |
Health Issues HCR
H.R.1628, American Health Care Act of 2017 - Lobbied in opposition to the bill. Discussed support for medical expense deduction. H.R. 708, State Age Rating Flexibility Act of 2017 - Discussed opposition to bill. Sent letter to House Energy and Commerce Committee. H.R. 1121, Pre-Existing Conditions Protection Act of 2017 - Discussed bill. H.R. 708/H.R.1628 - Provided information on the age tax and its impact on older adults. Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs. S. 191, Patient Freedom Act of 2017 - Discussed bill. Discussed health care reform generally. H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re Patient Protection and Affordable Care Act. H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill. Discussed health care tax provisions - Sent letter to House and Senate committee leadership addressing preservation of tax exempt status of employer sponsored insurance coverage, maintenance of tax subsidies for lower- and moderate-income Americans to purchase health insurance coverage in health care marketplaces, the creation of a new, non-refundable tax credit for working family caregivers, and the retention of the medical expense itemized deduction.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DAVID CERTNER | — |
| DEBORAH CHALFIE | — |
| DENISE DEMICHELE-BAILIN | — |
| TIMOTHY JAMES GEARAN | — |
| BEVERLY GILYARD | — |
| BLAKE KELLY | — |
| NANCY LEAMOND | — |
| CRISTINA MARTIN FIRVIDA | — |
| MEGAN O'REILLY New | CMS, Office of Legislation, Director, 1/2015-1/2017; Committee on Education & the Workforce, Staff Director and various other positions, 1/2007-1/2015; Executive Assistant, Congresswoman Anna Eshoo, 8/1998-8/2003 |
| LEIGH PURVIS | — |
| WINIFRED VERONICA QUINN | — |
| MARGARET RANDOLPH | — |
| RHONDA RICHARDS | — |
| JOYCE A ROGERS | — |
| BRENDAN K ROSE New | Assistant Director, DC Health Benefits Exchange Auth., 1/2013-10/2017;Health Policy Analyst, DC Department of Insurance, Securities, and Banking, 1/2011-1/2013; Leg. Director, Rep. Kagen, 8/2010-1/2011; Leg. Assistant, Rep. Obey 11/2005-8/2010 |
| SHANNON M RUSSELL | — |
| ANDREW SCHOLNICK | — |
| JASMINE ROSA VASQUEZ New | Legislative Director for Former Congressman Xavier Becerra, 4/2016-1/2017; Economic Policy Advisor for Congressman Bill Pascrell, 6/2008-5/2010; Legal Intern for House & Ways Committee Tax Office, 5/2007-8/2007 |
Medicare/Medicaid MMM
S.9, Over-the-Counter Hearing Aid Act of 2016 - Sent endorsement letter. Discussed potential repeal of the Affordable Care Act (P.L.111-148, P.L.111-152). Discussed MACRA implementation. Discussed changes to the Medicare benefit design, such as: copays, premiums, and deductibles. Discussed health care quality and measurement. Discussed AARP opposition to Medicaid block grants and per capita caps. H.R. 1017/S. 479, Removing Barriers to Colorectal Cancer Screening Act - Sent a letter of endorsement. Discussed concerns with/opposition to potential changes to Medicaid (includes letter to House Energy and Commerce Oversight and Investigations Subcommittee). Discussed Medicaid home and community-based services. Discussed Medicare code relating to family caregivers. H.R. 1421/S.568, Improving Access to Medicare Coverage Act - Discussed reintroduction of and our support for bill. Responded to question regarding H.R. 181 (regarding annuities for community spouse of an institutionalized spouse and Medicaid spousal impoverishment provisions) and Prioritizing the Most Vulnerable Over Lottery Winners Act of 2017 (H.R. 829). Discussed possible repeal of final federal regulations regarding conditions of participation for long-term care facilities and our comments on the proposed rule. Responded to inquiry regarding nursing home abuses. Responded to inquiry regarding the Supplemental Security Income (SSI) Restoration Act (no bill number). H.R. 1628, American Health Care Act - Discussed health care reform and opposition to the bill including because of age tax and changes to Medicaid. Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs. S. 191, Patient Freedom Act of 2017 - Discussed bill. Discussed health care reform generally. H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re Patient Protection and Affordable Care Act. Discussed possible Medicaid hearing questions.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DAVID CERTNER | — |
| DENISE DEMICHELE-BAILIN | — |
| TIMOTHY JAMES GEARAN | — |
| BEVERLY GILYARD | — |
| BLAKE KELLY | — |
| NANCY LEAMOND | — |
| CRISTINA MARTIN FIRVIDA | — |
| MEGAN O'REILLY New | CMS, Office of Legislation, Director, 1/2015-1/2017; Committee on Education & the Workforce, Staff Director and various other positions, 1/2007-1/2015; Executive Assistant, Congresswoman Anna Eshoo, 8/1998-8/2003 |
| LEIGH PURVIS | — |
| MARGARET RANDOLPH | — |
| RHONDA RICHARDS | — |
| JOYCE A ROGERS | — |
| BRENDAN K ROSE New | Assistant Director, DC Health Benefits Exchange Auth., 1/2013-10/2017;Health Policy Analyst, DC Department of Insurance, Securities, and Banking, 1/2011-1/2013; Leg. Director, Rep. Kagen, 8/2010-1/2011; Leg. Assistant, Rep. Obey 11/2005-8/2010 |
| ANDREW SCHOLNICK | — |
Budget/Appropriations BUD
Discussed ACT Caucus appropriations Dear Colleague. Discussed amendment regarding Medicare, Medicaid and Social Security (no amendment number to S. Con. Res. 3). H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in support of various federal programs serving seniors, including nutrition assistance, medical care, supportive services, family caregiver and energy assistance, housing rental assistance, among other programs.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DAVID CERTNER | — |
| DENISE DEMICHELE-BAILIN | — |
| TIMOTHY JAMES GEARAN | — |
| BEVERLY GILYARD | — |
| BLAKE KELLY | — |
| NANCY LEAMOND | — |
| CRISTINA MARTIN FIRVIDA | — |
| MEGAN O'REILLY New | CMS, Office of Legislation, Director, 1/2015-1/2017; Committee on Education & the Workforce, Staff Director and various other positions, 1/2007-1/2015; Executive Assistant, Congresswoman Anna Eshoo, 8/1998-8/2003 |
| RHONDA RICHARDS | — |
| JOYCE A ROGERS | — |
Family issues/Abortion/Adoption FAM
Shared information on the Older Americans Act programs. Discussed reintroduction of the Credit for Caring Act and urged cosponsorship (no bill number). Discussed reintroduction of the Recognize, Assist, Include, Support, and Engage (RAISE) Family Caregivers Act (no bill number). Discussed the Assisting Caregivers Today (ACT) Caucus, its membership, the caucus generally, and encouraged joining or co-chairing the caucus. Discussed ACT Caucus appropriations Dear Colleague. Discussed Medicare code relating to family caregivers. Discussed Americans Giving Care to Elders (AGE) Act (no bill number). H.R. 329, Elder Services Tax Credit Act of 2017 - Discussed bill. Discussed the In-Home Caregiver Assessment Resources and Education Act (no bill number). H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in support of funding for various programs, including caregiving, supportive services and community service programs. Discussed possible family caregiving event on the Hill.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DAVID CERTNER | — |
| TIMOTHY JAMES GEARAN | — |
| BEVERLY GILYARD | — |
| BLAKE KELLY | — |
| NANCY LEAMOND | — |
| CRISTINA MARTIN FIRVIDA | — |
| MEGAN O'REILLY New | CMS, Office of Legislation, Director, 1/2015-1/2017; Committee on Education & the Workforce, Staff Director and various other positions, 1/2007-1/2015; Executive Assistant, Congresswoman Anna Eshoo, 8/1998-8/2003 |
| MARGARET RANDOLPH | — |
| RHONDA RICHARDS | — |
| JOYCE A ROGERS | — |
Insurance INS
H.R. 708, State Age Rating Flexibility Act of 2017 - Discussed opposition to bill. H.R. 1121, Pre-Existing Conditions Protection Act of 2017 - Discussed bill. H.R. 708/H.R.1628 - Provided information on the age tax and its impact on older adults. H.R. 1628, American Health Care Act - Discussed health care reform and opposition to the bill including because of "age tax" and changes to Medicaid. Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs. S. 191, Patient Freedom Act of 2017 - Discussed bill. Discussed health care reform generally.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DAVID CERTNER | — |
| NANCY LEAMOND | — |
| MEGAN O'REILLY New | CMS, Office of Legislation, Director, 1/2015-1/2017; Committee on Education & the Workforce, Staff Director and various other positions, 1/2007-1/2015; Executive Assistant, Congresswoman Anna Eshoo, 8/1998-8/2003 |
| MARGARET RANDOLPH | — |
| RHONDA RICHARDS | — |
| JOYCE A ROGERS | — |
| BRENDAN K ROSE New | Assistant Director, DC Health Benefits Exchange Auth., 1/2013-10/2017;Health Policy Analyst, DC Department of Insurance, Securities, and Banking, 1/2011-1/2013; Leg. Director, Rep. Kagen, 8/2010-1/2011; Leg. Assistant, Rep. Obey 11/2005-8/2010 |
| ANDREW SCHOLNICK | — |
Labor Issues/Antitrust/Workplace LBR
H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in opposition to policy riders adverse to AARP interests. H.R. 628/S. 218, Social Security Fraud Prevention Act - Supported bill. H.R. 1313, Preserving Employee Wellness Programs Act - Opposed bill. S. 443, Protecting Older Workers Against Discrimination Act - Supported bill. Discussed activities to commemorate the 50th Anniversary of the Age Discrimination in Employment Act.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DAVID CERTNER | — |
| DEBORAH CHALFIE | — |
| TIMOTHY JAMES GEARAN | — |
| BEVERLY GILYARD | — |
| NANCY LEAMOND | — |
| CRISTINA MARTIN FIRVIDA | — |
| MEGAN O'REILLY New | CMS, Office of Legislation, Director, 1/2015-1/2017; Committee on Education & the Workforce, Staff Director and various other positions, 1/2007-1/2015; Executive Assistant, Congresswoman Anna Eshoo, 8/1998-8/2003 |
| RHONDA RICHARDS | — |
| JOYCE A ROGERS | — |
| SHANNON M RUSSELL | — |
Pharmacy PHA
H.R. 749, Lower Drug Costs through Competition Act - Discussed importation, price negotiation, and other prescription drug legislation. Responded to inquiry regarding pharmaceutical benefit managers (PBMs). S. 469, Affordable and Safe Prescription Drug Importation Act - Discussed bill. Discussed CREATES Act (no bill number) and pay-for-delay legislation. Discussed priorities for older adults in health care reform legislation including Medicare, private health insurance/age tax, Medicaid, and prescription drugs. H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied in support of increased CSFP and FDA drug processing funding and user fees.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DAVID CERTNER | — |
| TIMOTHY JAMES GEARAN | — |
| BEVERLY GILYARD | — |
| BLAKE KELLY | — |
| NANCY LEAMOND | — |
| CRISTINA MARTIN FIRVIDA | — |
| MEGAN O'REILLY New | CMS, Office of Legislation, Director, 1/2015-1/2017; Committee on Education & the Workforce, Staff Director and various other positions, 1/2007-1/2015; Executive Assistant, Congresswoman Anna Eshoo, 8/1998-8/2003 |
| LEIGH PURVIS | — |
| RHONDA RICHARDS | — |
| JOYCE A ROGERS | — |
Welfare WEL
H.R. 2028 (Public Law 114-254) - Further Continuing and Security Assistance Appropriations Act, 2017 - Lobbied to protect nutrition, supportive services and home energy assistance for low income seniors.
| Lobbyist | Covered position, as disclosed |
|---|---|
| DAVID CERTNER | — |
| TIMOTHY JAMES GEARAN | — |
| NANCY LEAMOND | — |
| CRISTINA MARTIN FIRVIDA | — |
| JOYCE A ROGERS | — |
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.