HITECH Extension for Behavioral Health Services Act of 2010

See attachment. RET First Quarter Report 2012 H.R. 5, the HEALTH Act of 2011. Issue: McCarran Ferguson H.R. 493 Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance. H.R. 677/S. 267 The Lifetime Income Disclosure Acts. Issue: Annuity Illustration. H.R. 1534 Small Business Add Value for Employees Act of 2011. Issue: voluntary auto-IRAs. H.R. 2309 - the Postal Reform Act of 2011, Issue: USPS sale of financial products. H.R. 3475 Keeping IDs Safe Act. Issue: restriction to DMF data. H.R. 3482 Tax Crimes and Identity Theft Prevention Act. Issue: restriction to DMF data. H.R. 3656 - the Retirement Savings Security Act. Issue: 401(k) plan loans H.R. 4049 Automatic IRA Act. Issue: mandatory auto-IRAs H.R. 4050 Retirement Plan Simplification and Enhancement Act. Issue: strengthen multiple employer plans, improve the administration of J&S annuity rules, and other annuity improvements. H.R. 5025 - the HITECH Extension for Behavioral Health Services Act of 2010Issue: extends health information technology accounting requirements to long-term care insurers. H.R. 6005 - The Long Term Care and Retirement Security Act of 2012, Issue: Long-term care insurance allowed to be offered as part of cafeteria plans H.Con.Res.101: Resolution on Retirement Savings Incentives. S. 1121 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: Limits borrowing from 401(k) plans. S. 1534 and H.R. 3215 Identity Theft and Tax Fraud Prevention Act: Issue: restriction to DMF data. S. 1557 - the Automatic IRA Act of 2011. Issue: voluntary IRAs and Multiple Employer Plans. S. 1789 - the 21st Century Postal Service Act of 2012. Issue: USPS sale of financial services products S. 3226 - Americans Giving Care to Elders Act of 2012, Issue: Caregivers Credit S. 3229 - Long-term care Insurance Consumer Right to Know Act of 2012, Issue: third party review of long-term care insurance claims S. 3230 - Long Term Care Insurance Integrity Act of 2012, Issue: Consumer protections for Long-term Care.

Client expense: $1,600,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

H.R. 493 Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance. H.R. 677/S. 267 The Lifetime Income Disclosure Acts. Issue: Annuity Illustration. H.R. 1534 Small Business Add Value for Employees Act of 2011. Issue: voluntary auto-IRAs. S. 1121 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: Limits borrowing from 401(k) plans. H.R. 5025 - the HITECH Extension for Behavioral Health Services Act of 2010. Issue: extends health information technology accounting requirements to long-term care insurers. S. 1557, the Automatic IRA Act of 2011. Issue: voluntary IRAs and Multiple Employer Plans. S. 1534 and H.R. 3215 Identity Theft and Tax Fraud Prevention Act: Issue: restriction to DMF data. H.R. 3475 Keeping IDs Safe Act. Issue: restriction to DMF data. H.R. 3482 Tax Crimes and Identity Theft Prevention Act. Issue: restriction to DMF data. H.R. 4049 Automatic IRA Act. Issue: mandatory auto-IRAs. H.R. 4050 Retirement Plan Simplification and Enhancement Act. Issue: strengthen multiple employer plans, improve the administration of J&S annuity rules, and other annuity improvements. H.Con.Res.101: Resolution on Retirement Savings Incentives. H.R. 3656 - the Retirement Savings Security Act. Issue: 401(k) plan loans. H.R. 2309, the Postal Reform Act of 2011, Issue: USPS sale of financial products. S.1789, the 21st Century Postal Service Act of 2012. Issue: USPS sale of financial services products H.R. 5, the HEALTH Act of 2011. Issue: McCarran Ferguson. H.R. 6005, The Long Term Care and Retirement Security Act of 2012, Issue: Long-term care insurance allowed to be offered as part of cafeteria plans S. 3226, Americans Giving Care to Elders Act of 2012, Issue: Caregivers Credit S. 3229, Long-term care Insurance Consumer Right to Know Act of 2012, Issue: third party review of long-term care insurance claims. S. 3230, Long Term Care Insurance Integrity Act of 2012, Issue: Consumer protections for Long-term Care.

HR 677/S 267: LIFETIME INCOME DISCLOSURE ACT; PROVISIONS RELATED TO ANNUITY ILLUSTRATION H.R. 3656 - the Retirement Savings Security Act. Issue: 401(k) plan loans H.R. 4049, AUTOMATIC IRA ACT OF 2012; ALL PROVISIONS. S. 3230, Long Term Care Insurance Integrity Act of 2012, Issue: Consumer protections for Long-term Care. HR 1534: SMALL BUSINESSES ADD VALUE FOR EMPLOYEES (SAVE) ACT OF 2011; PROVISIONS RELATED TO VOLUNTARY AUTO-INDIVIDUAL RETIREMENT ACCOUNTS (IRA) HR 5025: TO AMEND THE PUBLIC HEALTH SERVICE ACT AND THE SOCIAL SECURITY ACT TO EXTEND HEALTH INFORMATION TECHNOLOGY ASSISTANCE ELIGIBILITY TO BEHAVIORAL HEALTH, MENTAL HEALTH, AND SUBSTANCE ABUSE PROFESSIONALS AND FACILITIES, AND FOR OTHER PURPOSES; PROVISIONS RELATED TO THE EXTENSION OF HEALTH INFORMATION TECHNOLOGY ACCOUNTING REQUIREMENTS TO LONG-TERM CARE INSURERS S 1121: SAVINGS ENHANCEMENT BY ALLEVIATING LEAKAGE IN 401(K) SAVINGS ACT OF 2011; PROVISIONS RELATED TO LIMITS BORROWING FROM 401(K) PLANS S 1557: AUTOMATIC IRA ACT OF 2011; PROVISIONS RELATED TO VOLUNTARY IRAS AND MULTIPLE EMPLOYER PLANS P.L. 110-233 (111th CONGRESS): GENETIC INFORMATION NONDISCRIMINATION ACT OF 2008; PROVISIONS RELATED TO UNDERWRITING RESTRICTIONS ON LONG-TERM CARE INSURANCE H. CON.RES. 101: EXPRESSING THE SENSE OF THE CONGRESS IN SUPPORT OF THE CURRENT SYSTEM OF RETIREMENT SAVINGS TAX INCENTIVES; ALL PROVISIONS. H.R. 4050, RETIREMENT PLAN SIMPLIFICATION AND ENHANCEMENT ACT OF 2012; PROVISIONS RELATED TO MULTIPLE EMPLOYER PLANES, E-DELIVERY, AND ANNUITY REFORMS. H.R. 5025 - the HITECH Extension for Behavioral Health Services Act of 2010Issue: extends health information technology accounting requirements to long-term care insurers. S. 1534 and H.R. 3215 Identity Theft and Tax Fraud Prevention Act: Issue: restriction to DMF data. H.R. 3475 Keeping IDs Safe Act. Issue: restriction to DMF data. H.R. 3482 Tax Crimes and Identity Theft Prevention Act. Issue: restriction to DMF data. H.R. 2309, the Postal Reform Act of 2011, Issue: USPS sale of financial products. S.1789, the 21st Century Postal Service Act of 2012. Issue: USPS sale of financial services products H.R. 5, the HEALTH Act of 2011. Issue: McCarran Ferguson H.R. 6005, The Long Term Care and Retirement Security Act of 2012, Issue: Long-term care insurance allowed to be offered as part of cafeteria plans

See attachment. RET First Quarter Report 2012 H.R. 5 - the HEALTH Act of 2011. Issue: McCarran Ferguson H.R. 493 Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance. H.R. 677/S. 267 The Lifetime Income Disclosure Acts. Issue: Annuity Illustration. H.R. 1173 Fiscal Responsibility and Retirement Security Act of 2011. Issue: Repeal of the CLASS Act. H.R. 1534 Small Business Add Value for Employees Act of 2011. Issue: voluntary auto-IRAs. H.R. 2309 - the Postal Reform Act of 2011, Issue: USPS sale of financial products. H.R. 3475 Keeping IDs Safe Act. Issue: restriction to DMF data. H.R. 3482 Tax Crimes and Identity Theft Prevention Act. Issue: restriction to DMF data. H.R. 3656 - the Retirement Savings Security Act. Issue: 401(k) plan loans H.R. 4049 Automatic IRA Act. Issue: mandatory auto-IRAs H.R. 4050 Retirement Plan Simplification and Enhancement Act. Issue: strengthen multiple employer plans, improve the administration of J&S annuity rules, and other annuity improvements. H.R. 5025 - the HITECH Extension for Behavioral Health Services Act of 2010Issue: extends health information technology accounting requirements to long-term care insurers. H.Con.Res.101: Resolution on Retirement Savings Incentives. S. 1121 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: Limits borrowing from 401(k) plans. S. 1534 and H.R. 3215 Identity Theft and Tax Fraud Prevention Act: Issue: restriction to DMF data. S. 1557 - the Automatic IRA Act of 2011. Issue: voluntary IRAs and Multiple Employer Plans. S.1789 - the 21st Century Postal Service Act of 2012. Issue: USPS sale of financial services products

Client expense: $1,020,000 · Firm income: Not reported

H.R. 1173 Fiscal Responsibility and Retirement Security Act of 2011. Issue: Repeal of the CLASS Act. H.R. 493 Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance. H.R. 677/S. 267 The Lifetime Income Disclosure Acts. Issue: Annuity Illustration. H.R. 1534 Small Business Add Value for Employees Act of 2011. Issue: voluntary auto-IRAs. S. 1121 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: Limits borrowing from 401(k) plans. H.R. 5025 - the HITECH Extension for Behavioral Health Services Act of 2010Issue: extends health information technology accounting requirements to long-term care insurers. S. 1557, the Automatic IRA Act of 2011. Issue: voluntary IRAs and Multiple Employer Plans. S. 1534 and H.R. 3215 Identity Theft and Tax Fraud Prevention Act: Issue: restriction to DMF data. H.R. 3475 Keeping IDs Safe Act. Issue: restriction to DMF data. H.R. 3482 Tax Crimes and Identity Theft Prevention Act. Issue: restriction to DMF data. H.R. 4049 Automatic IRA Act. Issue: mandatory auto-IRAs H.R. 4050 Retirement Plan Simplification and Enhancement Act. Issue: strengthen multiple employer plans, improve the administration of J&S annuity rules, and other annuity improvements. H.Con.Res.101: Resolution on Retirement Savings Incentives. H.R. 3656 - the Retirement Savings Security Act. Issue: 401(k) plan loans H.R. 2309, the Postal Reform Act of 2011, Issue: USPS sale of financial products. S.1789, the 21st Century Postal Service Act of 2012. Issue: USPS sale of financial services products H.R. 5, the HEALTH Act of 2011. Issue: McCarran Ferguson

Client expense: $1,469,200 · Firm income: Not reported

See attachment. RET Fourth Quarter Report 2011 H.R. 493 Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance. H.R. 677/S. 267 The Lifetime Income Disclosure Acts. Issue: Annuity Illustration. H.R. 1173 Fiscal Responsibility and Retirement Security Act of 2011. Issue: Repeal of the CLASS Act. H.R. 1534 Small Business Add Value for Employees Act of 2011. Issue: voluntary auto-IRAs. H.R. 5025 - the HITECH Extension for Behavioral Health Services Act of 2010Issue: extends health information technology accounting requirements to long-term care insurers. S. 1121 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: Limits borrowing from 401(k) plans. S. 1557, the Automatic IRA Act of 2011. Issue: voluntary IRAs and Multiple Employer Plans.

Client expense: $1,460,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1173 Fiscal Responsibility and Retirement Security Act of 2011. Issue: Repeal of the CLASS Act. H.R. 493 Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance. H.R. 677/S. 267 The Lifetime Income Disclosure Acts. Issue: Annuity Illustration. H.R. 1534 Small Business Add Value for Employees Act of 2011. Issue: voluntary auto-IRAs. S. 1121 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: Limits borrowing from 401(k) plans. H.R. 5025 - the HITECH Extension for Behavioral Health Services Act of 2010Issue: extends health information technology accounting requirements to long-term care insurers. S. 1557, the Automatic IRA Act of 2011. Issue: voluntary IRAs and Multiple Employer Plans.

Client expense: $1,440,900 · Firm income: Not reported

See attachment. RET Third Quarter Report 2011 H.R. 493 Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance. H.R. 677/S. 267 The Lifetime Income Disclosure Acts. Issue: Annuity Illustration. H.R. 1173 Fiscal Responsibility and Retirement Security Act of 2011. Issue: Repeal of the CLASS Act. H.R. 1534 Small Business Add Value for Employees Act of 2011. Issue: voluntary auto-IRAs. H.R. 5025 - the HITECH Extension for Behavioral Health Services Act of 2010Issue: extends health information technology accounting requirements to long-term care insurers. S. 1121 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: Limits borrowing from 401(k) plans. S. 1557, the Automatic IRA Act of 2011. Issue: voluntary IRAs and Multiple Employer Plans.

Client expense: $850,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1173 Fiscal Responsibility and Retirement Security Act of 2011. Issue: Repeal of the CLASS Act. H.R. 493 Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance. H.R. 677/S. 267 The Lifetime Income Disclosure Acts. Issue: Annuity Illustration. H.R. 1534 Small Business Add Value for Employees Act of 2011. Issue: voluntary auto-IRAs. S. 1121 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: Limits borrowing from 401(k) plans. H.R. 5025 - the HITECH Extension for Behavioral Health Services Act of 2010Issue: extends health information technology accounting requirements to long-term care insurers. S. 1557, the Automatic IRA Act of 2011. Issue: voluntary IRAs and Multiple Employer Plans.

Client expense: $1,471,400 · Firm income: Not reported

No bill #: Health Care Reform; Educate about recommendations and position of the American Occupational Therapy Association regarding occupational therapy. HR 3200 - America's Affordable Health Choices Act of 2009: lobby regarding inclusion of occupational therapy, mental health coverage, and rehabilitation services; and in support of efforts to address shortages in health care workforce, including occupational therapy. HR 2891 - Access to Frontline Health Care Act of 2009: Support passage. HR 3590 (PL 111-148) - Patient Protection and Affordable Care Act: lobby regarding inclusion of occupational therapy, mental health coverage, and rehabilitation services; and in support of efforts to address shortages in health care workforce, including occupational therapy; and oppose Wyden Amendment D-9 offset related to orthotics and prosthetics; advocated to change Lincoln D-10 amendment to reduce the scope of the amendment and to include occupational therapy. S 1963 - Caregivers and Veterans Omnibus Health Services Act of 2010: advocated for passage and inclusion of occupational therapy services. HR 1036 - Veterans Physical Therapy Services Improvement Act of 2009: Educated about the role and impact of occupational therapy services. HR 1558 - Preexisting Condition Patient Protection Act of 2009: Advocated for passage. S Res 490 - A resolution recognizing the measurable, positive impact that the National Committee for Quality Assurance has made on the quality of care patients in the United States have received during the 20 years since the formation of the organization: Advocated for passage. HR 5025 -HITECH Extension for Behavioral Health Services Act of 2010: Educated about occuaptional therapy services. HR 4944 - Siding with America's Patients (SWAP) Act - Educated about occupational therapy services and to ensure coverage. HR 4919, HR 4903 - A bill to repeal the Patient Protection and Affordable Care Act: Educated about occupational therapy services. HR 4910 - A bill to repeal the Patient Protection and Affordable Care Act and enact the Empowering Patients First Act in order to provide incentives to encourage health insurance coverage: Educated about occupational therapy services and to ensure coverage. HR 4894 -- A bill to amend the Patient Protection and Affordable Care Act ot ensure appropriate treatment of Department of Veterans' Affairs and Department of Defense heatlh programs: Educated about occupational therapy services. HR 5040 - Health Information Technology Extension for Behavioral Health Services Act of 2010: advocated for passage and educated about occupational therapy services. HR 678 - Huntington's Disease Parity Act: Advocated for passage PL 111-148 - Patient Protection and Affordable Care Act - promoted role and access to occupational therapy.

HR 1600/S 1169 - To amend title 10, United States Code, to provide for the treatment of autism under TRICARE; lobbied to educate on Occupational Therapy role in Autism services. S 819/HR 2413 - Autism Treatment Acceleration Act of 2009; lobbied to educate on Occupational Therapy role in Autism services. No bill #: Health Care Reform; Educate about recommendations and position of the American Occupational Therapy Association regarding occupational therapy. HR 3200 - America's Affordable Health Choices Act of 2009: lobby regarding inclusion of occupational therapy, mental health coverage, and rehabilitation services; and in support of efforts to address shortages in health care workforce, including occupational therapy. HR 2891 - Access to Frontline Health Care Act of 2009: Support passage. HR 3590 (PL 111-148) - Patient Protection and Affordable Care Act: lobby regarding inclusion of occupational therapy, mental health coverage, and rehabilitation services; and in support of efforts to address shortages in health care workforce, including occupational therapy; and oppose Wyden Amendment D-9 offset related to orthotics and prosthetics; advocated to change Lincoln D-10 amendment to reduce the scope of the amendment and to include occupational therapy. HR 4662 - Lymphedema Diagnosis and Treatment Cost Saving Act of 2010: Oppose provisions requiring additional accreditation for occupational therapy services. H Res 1258 - A resolution expressing support for designation of May 2010 as Mental Health Month: Advocated passage. H Res 1033 - A resolution expressing support for designation of April 2010 as "National Autism Awareness Month":and supporting efforts to devote new resources to research into the causes and treatment of autism and to improve training and support for individuals with autism and those who care for individuals with autism: Advocated for passage and educated about role of occupational therapy in treatment of autism. HR 5040 - Health Information Technology Extension for Behavioral Health Services Act of 2010: advocated for passage and educated about occupational therapy services. HR 5025 -HITECH Extension for Behavioral Health Services Act of 2010: Educated about occuaptional therapy services. HR 678 - Huntington's Disease Parity Act: Advocated for passage.

H.R. 1708/S. 700, Ending the Medicare Disability Waiting Period Act of 2009 H.R. 1086, Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2009 H.R. 1468, Medical Justice Act of 2009 S. 45, Medical Care Access Protection Act of 2009 or the MCAP Act S. 1136/H.R. 3065, Mental Illness Chronic Care Improvement Act H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 S.3709, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5466, SAMHSA Modernization Act of 2010 H.R. 5636, Community Mental Health and Addiction Safety Net Equity Act of 2010 H.R. 5712, Veterans, Seniors, and Childrens Health Technical Corrections Act of 2010 H.R. 5295, Healthcare Truth and Transparency Act of 2010 H.R. 4985, Medicare Decisions Accountability Act of 2010 S. 3425, Embedded Mental Health Providers for Reserves Act of 2010 H.R. 5392, Council on Integration of Health Care Education Act of 2010 H.R. 6147, To amend title XVIII of the Social Security Act to provide for treatment of clinical psychologists as physicians for purposes of furnishing clinical psychologist services under the Medicare Program. H.R.6143, Medicare Mental Health Inpatient Equity Act HR 847, James Zadroga 9/11 Health and Compensation Act of 2010 S 4043, Garrett Lee Smith Memorial Reauthorization Act S 4035, Community-Based Mental Health Infrastructure Improvements Act H.R.5712, The Physician Payment and Therapy Relief Act of 2010 CMS-1503-FC Medicare Program; Revisions to Payment Policies Under the Physician Payment Schedule and Other Revisions to Part B for CY 2011; Final Rule Medicare Program; Request for Information Regarding Accountable Care Organizations and the Medicare Shared Savings Program; 75 Fed. Reg. 70,165 (November 17, 2010); CMS-1345-NC. SSA20070101; Revised Medical Criteria for Evaluating Mental Disorders; Proposed Rule; RIN 0960AF69; 75 Federal Register 51336 (August 19, 2010).

H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5295, Healthcare Truth and Transparency Act of 2010

Client expense: $118,190 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Indian Health Service, SENATE, Social Security Administration (SSA)

S. 1136/H.R. 3065, Mental Illness Chronic Care Improvement Act of 2009 H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5466, SAMHSA Modernization Act of 2010 H.R. 5636, Community Mental Health and Addiction Safety Net Equity Act of 2010 H.R. 5690, Meaningful End to Defensive Medicine & Aimless Lawsuits (MedMal) Act of 2010 H.R. 5295, Healthcare Truth and Transparency Act of 2010 H.R. 4985, Medicare Decisions Accountability Act of 2010 S. 3425, Embedded Mental Health Providers for Reserves Act of 2010 S.3709, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5392, Council on Integration of Health Care Education Act of 2010 H.R. 6147, To amend title XVIII of the Social Security Act to provide for treatment of clinical psychologists as physicians for purposes of furnishing clinical psychologist services under the Medicare Program. H.R.6143, Medicare Mental Health Inpatient Equity Act H.R.5712, The Physician Payment and Therapy Relief Act of 2010

Client expense: $118,190 · Firm income: Not reported

H.R. 1693/S. 671, Seniors Mental Health Access Improvement Act of 2009 H.R. 1708/S. 700, Ending the Medicare Disability Waiting Period Act of 2009 S. 1136/H.R. 3065, Mental Illness Chronic Care Improvement Act of 2009 H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 S.3709, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5636, Community Mental Health and Addiction Safety Net Equity Act of 2010 H.R. 5712, Veterans, Seniors, and Childrens Health Technical Corrections Act of 2010 H.R. 4985, Medicare Decisions Accountability Act of 2010 H.R. 5290, More Doctors, More Choices Act of 2010 H.R. 6147, To amend title XVIII of the Social Security Act to provide for treatment of clinical psychologists as physicians for purposes of furnishing clinical psychologist services under the Medicare Program. H.R.6143, Medicare Mental Health Inpatient Equity Act S 4035 - Community-Based Mental Health Infrastructure Improvements Act H.R.5712, The Physician Payment and Therapy Relief Act of 2010 CMS-1503-FC Medicare Program; Revisions to Payment Policies Under the Physician Payment Schedule and Other Revisions to Part B for CY 2011; Final Rule Medicare Program; Request for Information Regarding Accountable Care Organizations and the Medicare Shared Savings Program; 75 Fed. Reg. 70,165 (November 17, 2010); CMS-1345-NC.

Client expense: $118,190 · Firm income: Not reported

H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 S.3709, HITECH Extension for Behavioral Health Services Act of 2010

Client expense: $118,190 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Indian Health Service, SENATE, Social Security Administration (SSA)

H.R. 1086, Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2009 H.R. 1468, Medical Justice Act of 2009 S. 45, Medical Care Access Protection Act of 2009 or the MCAP Act S. 1099, Patients' Choice Act and Independent Health Record Trust Act of 2009 H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 S.3709, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5712, Veterans, Seniors, and Childrens Health Technical Corrections Act of 2010 H.R. 5690, Meaningful End to Defensive Medicine & Aimless Lawsuits (MedMal) Act of 2010 H.R. 4985, Medicare Decisions Accountability Act of 2010 H.R. 5290, More Doctors, More Choices Act of 2010 S. 3371, TRICARE Mental Health Care Access Act H.R. 6147, To amend title XVIII of the Social Security Act to provide for treatment of clinical psychologists as physicians for purposes of furnishing clinical psychologist services under the Medicare Program. H.R.6143, Medicare Mental Health Inpatient Equity Act H.R.5712, The Physician Payment and Therapy Relief Act of 2010

Client expense: $118,190 · Firm income: Not reported

HR 1600/S 1169 - To amend title 10, United States Code, to provide for the treatment of autism under TRICARE; lobbied to educate on Occupational Therapy role in Autism services. S 819/HR 2413 - Autism Treatment Acceleration Act of 2009; lobbied to educate on Occupational Therapy role in Autism services. No bill #: Health Care Reform; Educate about recommendations and position of the American Occupational Therapy Association regarding occupational therapy. HR 3200 - America's Affordable Health Choices Act of 2009: lobby regarding inclusion of occupational therapy, mental health coverage, and rehabilitation services; and in support of efforts to address shortages in health care workforce, including occupational therapy. HR 2891 - Access to Frontline Health Care Act of 2009: Support passage. HR 3590 (PL 111-148) - Patient Protection and Affordable Care Act: lobby regarding inclusion of occupational therapy, mental health coverage, and rehabilitation services; and in support of efforts to address shortages in health care workforce, including occupational therapy; and oppose Wyden Amendment D-9 offset related to orthotics and prosthetics; advocated to change Lincoln D-10 amendment to reduce the scope of the amendment and to include occupational therapy. HR 4662 - Lymphedema Diagnosis and Treatment Cost Saving Act of 2010: Oppose provisions requiring additional accreditation for occupational therapy services. H Res 1258 - A resolution expressing support for designation of May 2010 as Mental Health Month: Advocated passage. H Res 1033 - A resolution expressing support for designation of April 2010 as "National Autism Awareness Month":and supporting efforts to devote new resources to research into the causes and treatment of autism and to improve training and support for individuals with autism and those who care for individuals with autism: Advocated for passage and educated about role of occupational therapy in treatment of autism. HR 5040 - Health Information Technology Extension for Behavioral Health Services Act of 2010: advocated for passage and educated about occupational therapy services. HR 5025 -HITECH Extension for Behavioral Health Services Act of 2010: Educated about occuaptional therapy services. HR 678 - Huntington's Disease Parity Act: Advocated for passage.

No bill #: Health Care Reform; Educate about recommendations and position of the American Occupational Therapy Association regarding occupational therapy. HR 3200 - America's Affordable Health Choices Act of 2009: lobby regarding inclusion of occupational therapy, mental health coverage, and rehabilitation services; and in support of efforts to address shortages in health care workforce, including occupational therapy. HR 2891 - Access to Frontline Health Care Act of 2009: Support passage. HR 3590 (PL 111-148) - Patient Protection and Affordable Care Act: lobby regarding inclusion of occupational therapy, mental health coverage, and rehabilitation services; and in support of efforts to address shortages in health care workforce, including occupational therapy; and oppose Wyden Amendment D-9 offset related to orthotics and prosthetics; advocated to change Lincoln D-10 amendment to reduce the scope of the amendment and to include occupational therapy. S 1963 - Caregivers and Veterans Omnibus Health Services Act of 2010: advocated for passage and inclusion of occupational therapy services. HR 1036 - Veterans Physical Therapy Services Improvement Act of 2009: Educated about the role and impact of occupational therapy services. HR 1558 - Preexisting Condition Patient Protection Act of 2009: Advocated for passage. S Res 490 - A resolution recognizing the measurable, positive impact that the National Committee for Quality Assurance has made on the quality of care patients in the United States have received during the 20 years since the formation of the organization: Advocated for passage. HR 5025 -HITECH Extension for Behavioral Health Services Act of 2010: Educated about occuaptional therapy services. HR 4944 - Siding with America's Patients (SWAP) Act - Educated about occupational therapy services and to ensure coverage. HR 4919, HR 4903 - A bill to repeal the Patient Protection and Affordable Care Act: Educated about occupational therapy services. HR 4910 - A bill to repeal the Patient Protection and Affordable Care Act and enact the Empowering Patients First Act in order to provide incentives to encourage health insurance coverage: Educated about occupational therapy services and to ensure coverage. HR 4894 -- A bill to amend the Patient Protection and Affordable Care Act ot ensure appropriate treatment of Department of Veterans' Affairs and Department of Defense heatlh programs: Educated about occupational therapy services. HR 5040 - Health Information Technology Extension for Behavioral Health Services Act of 2010: advocated for passage and educated about occupational therapy services. HR 678 - Huntington's Disease Parity Act: Advocated for passage

H.R. 1708/S. 700, Ending the Medicare Disability Waiting Period Act of 2009 H.R. 1086, Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2009 (medical malpractice reform) H.R. 1468, Medical Justice Act of 2009 (medical malpractice reform) S. 45, Medical Care Access Protection Act of 2009 or the MCAP Act (medical malpractice reform) S. 1136/H.R. 3065, Mental Illness Chronic Care Improvement Act H.R. 667, the Heroes at Home Act H.R. 2505, the Reaching Rural Veterans Through Telehealth Act H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 S.3709, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5466, SAMHSA Modernization Act of 2010 H.R. 5636, Community Mental Health and Addiction Safety Net Equity Act of 2010 H.R. 5712, Veterans, Seniors, and Childrens Health Technical Corrections Act of 2010 H.R. 5295, Healthcare Truth and Transparency Act of 2010 H.R. 4985, Medicare Decisions Accountability Act of 2010 (repeal IPAB) S. 3425, Embedded Mental Health Providers for Reserves Act of 2010 H.R. 5392, Council on Integration of Health Care Education Act of 2010 H.R. 6147, to treat psychologists as physicians under Medicare H.R.6143, Medicare Mental Health Inpatient Equity Act CMS-1504-P: Medicare Program: Proposed Changes to the Hospital Outpatient Prospective Payment System and CY 2011 Payment Rates (August 3, 2010). Payment Policies Under the Physician Fee Schedule and Other Revisions to Part B for CY 2011; Proposed Rule; CMS-1503-P; 75 Federal Register 40,040 (July 13, 2010).

Client expense: $102,791 · Firm income: Not reported

H.R. 1693/S. 671, Seniors Mental Health Access Improvement Act of 2009 (MFTs and MHCs under Medicare) H.R. 1708/S. 700, Ending the Medicare Disability Waiting Period Act of 2009 S. 1136/H.R. 3065, Mental Illness Chronic Care Improvement Act of 2009 H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 S.3709, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5636, Community Mental Health and Addiction Safety Net Equity Act of 2010 H.R. 5712, Veterans, Seniors, and Childrens Health Technical Corrections Act of 2010 H.R. 4985, Medicare Decisions Accountability Act of 2010 (repeal IPAB) H.R. 5290, More Doctors, More Choices Act of 2010 H.R. 6147, to treat psychologists as physicians under Medicare H.R.6143, Medicare Mental Health Inpatient Equity Act CMS-1504-P: Medicare Program: Proposed Changes to the Hospital Outpatient Prospective Payment System and CY 2011 Payment Rates (August 3, 2010). Payment Policies Under the Physician Fee Schedule and Other Revisions to Part B for CY 2011; Proposed Rule; CMS-1503-P; 75 Federal Register 40,040 (July 13, 2010).

Client expense: $102,791 · Firm income: Not reported

S. 1136/H.R. 3065, Mental Illness Chronic Care Improvement Act of 2009 H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5466, SAMHSA Modernization Act of 2010 H.R. 5636, Community Mental Health and Addiction Safety Net Equity Act of 2010 H.R. 5690, Meaningful End to Defensive Medicine & Aimless Lawsuits (MedMal) Act of 2010 H.R. 5295, Healthcare Truth and Transparency Act of 2010 H.R. 4985, Medicare Decisions Accountability Act of 2010 S. 3425, Embedded Mental Health Providers for Reserves Act of 2010 S.3709, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5392, Council on Integration of Health Care Education Act of 2010 H.R. 6147, to treat psychologists as physicians under Medicare H.R.6143, Medicare Mental Health Inpatient Equity Act

Client expense: $102,791 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Indian Health Service, SENATE, Veterans Affairs, Dept of (VA)

H.R. 667, the Heroes at Home Act H.R. 2505, the Reaching Rural Veterans Through Telehealth Act H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 S.3709, HITECH Extension for Behavioral Health Services Act of 2010

Client expense: $102,791 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Indian Health Service, SENATE, Veterans Affairs, Dept of (VA)

H.R. 667, the Heroes at Home Act H.R. 2505, the Reaching Rural Veterans Through Telehealth Act H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5295, Healthcare Truth and Transparency Act of 2010

Client expense: $102,791 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Indian Health Service, SENATE, Veterans Affairs, Dept of (VA)

H.R. 1086, Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2009 (medical malpractice reform) H.R. 1468, Medical Justice Act of 2009 (medical malpractice reform) S. 45, Medical Care Access Protection Act of 2009 or the MCAP Act (medical malpractice reform) S. 1099, Patients' Choice Act and Independent Health Record Trust Act of 2009 H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 S.3709, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5712, Veterans, Seniors, and Childrens Health Technical Corrections Act of 2010 H.R. 5690, Meaningful End to Defensive Medicine & Aimless Lawsuits (MedMal) Act of 2010 H.R. 4985, Medicare Decisions Accountability Act of 2010 (repeal IPAB) H.R. 5290, More Doctors, More Choices Act of 2010 S. 3371, TRICARE Mental Health Care Access Act (MHCs in TRICARE/DOD) H.R. 6147, to treat psychologists as physicians under Medicare H.R.6143, Medicare Mental Health Inpatient Equity Act

Client expense: $102,791 · Firm income: Not reported

S. 1136/H.R. 3065, Mental Illness Chronic Care Improvement Act of 2009 H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5466, SAMHSA Modernization Act of 2010 H.R. 5636, Community Mental Health and Addiction Safety Net Equity Act of 2010 H.R. 5690, Meaningful End to Defensive Medicine & Aimless Lawsuits (MedMal) Act of 2010 H.R. 5295, Healthcare Truth and Transparency Act of 2010 H.R. 4985, Medicare Decisions Accountability Act of 2010 S. 3425, Embedded Mental Health Providers for Reserves Act of 2010 H.R. 4851, Continuing Extension Act of 2010 H.R. 5392, Council on Integration of Health Care Education Act of 2010 HIPAA Privacy Rule Accounting of Disclosures Under the Health Information Technology for Economic and Clinical Health Act; Request for Information; 75 Federal Register 23214 (May 3, 2010).

Client expense: $110,890 · Firm income: Not reported

H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5466, SAMHSA Modernization Act of 2010 H.R. 5636, Community Mental Health and Addiction Safety Net Equity Act of 2010 S. 3425, Embedded Mental Health Providers for Reserves Act of 2010 H.R. 5392, Council on Integration of Health Care Education Act of 2010

Client expense: $110,890 · Firm income: Not reported

Government targets: Drug Enforcement Administration (DEA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), Veterans Affairs, Dept of (VA)

H.R. 1086, Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2009 H.R. 1468, Medical Justice Act of 2009 S. 45, Medical Care Access Protection Act of 2009 or the MCAP Act S. 1099, Patients' Choice Act and Independent Health Record Trust Act of 2009 H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5712, Veterans, Seniors, and Childrens Health Technical Corrections Act of 2010 H.R. 5690, Meaningful End to Defensive Medicine & Aimless Lawsuits (MedMal) Act of 2010 H.R. 4985, Medicare Decisions Accountability Act of 2010 H.R. 5290, More Doctors, More Choices Act of 2010 S. 3371, TRICARE Mental Health Care Access Act H.R. 4851, Continuing Extension Act of 2010 Interim Final Rules under the Paul Wellstone and Pete Domenici Mental Health Parity and Addiction Equity Act of 2008; Docket No. CMS-2009-0040-0048; 75 Federal Register 5410 (February 2, 2010)

Client expense: $110,890 · Firm income: Not reported

H.R. 667, the Heroes at Home Act H.R. 2505, the Reaching Rural Veterans Through Telehealth Act H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5295, Healthcare Truth and Transparency Act of 2010

Client expense: $110,890 · Firm income: Not reported

Government targets: Drug Enforcement Administration (DEA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), Veterans Affairs, Dept of (VA)

H.R. 667, the Heroes at Home Act H.R. 2505, the Reaching Rural Veterans Through Telehealth Act H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 Electronic Prescriptions for Controlled Substances; Final Rule; Vol. 75 Federal Register 16236 (March 31, 2010) HIPAA Privacy Rule Accounting of Disclosures Under the Health Information Technology for Economic and Clinical Health Act; Request for Information; 75 Federal Register 23214 (May 3, 2010).

Client expense: $110,890 · Firm income: Not reported

Government targets: Drug Enforcement Administration (DEA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), Veterans Affairs, Dept of (VA)

H.R. 1708/S. 700, Ending the Medicare Disability Waiting Period Act of 2009 H.R. 1086, Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2009 H.R. 1468, Medical Justice Act of 2009 S. 45, Medical Care Access Protection Act of 2009 or the MCAP Act S. 1136/H.R. 3065, Mental Illness Chronic Care Improvement Act H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 H.R. 667, the Heroes at Home Act H.R. 2505, the Reaching Rural Veterans Through Telehealth Act S. 1776, Medicare Physician Fairness Act of 2009 H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5466, SAMHSA Modernization Act of 2010 H.R. 5636, Community Mental Health and Addiction Safety Net Equity Act of 2010 H.R. 5712, Veterans, Seniors, and Childrens Health Technical Corrections Act of 2010 H.R. 5295, Healthcare Truth and Transparency Act of 2010 H.R. 4985, Medicare Decisions Accountability Act of 2010 S. 3425, Embedded Mental Health Providers for Reserves Act of 2010 H.R. 5392, Council on Integration of Health Care Education Act of 2010 Interim Final Rules under the Paul Wellstone and Pete Domenici Mental Health Parity and Addiction Equity Act of 2008; Docket No. CMS-2009-0040-0048; 75 Federal Register 5410 (February 2, 2010) HIPAA Privacy Rule Accounting of Disclosures Under the Health Information Technology for Economic and Clinical Health Act; Request for Information; 75 Federal Register 23214 (May 3, 2010)

Client expense: $110,890 · Firm income: Not reported

H.R. 1693/S. 671, Seniors Mental Health Access Improvement Act of 2009 H.R. 1708/S. 700, Ending the Medicare Disability Waiting Period Act of 2009 S. 1136/H.R. 3065, Mental Illness Chronic Care Improvement Act of 2009 H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 S. 1776, Medicare Physician Fairness Act of 2009 H.R. 5025, HITECH Extension for Behavioral Health Services Act of 2010 H.R. 5636, Community Mental Health and Addiction Safety Net Equity Act of 2010 H.R. 5712, Veterans, Seniors, and Childrens Health Technical Corrections Act of 2010 H.R. 4985, Medicare Decisions Accountability Act of 2010 H.R. 5290, More Doctors, More Choices Act of 2010 H.R. 4851, Continuing Extension Act of 2010

Client expense: $110,890 · Firm income: Not reported

Government targets: Drug Enforcement Administration (DEA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), Veterans Affairs, Dept of (VA)

HR 1600/S 1169 - To amend title 10, United States Code, to provide for the treatment of autism under TRICARE; lobbied to educate on Occupational Therapy role in Autism services. S 819/HR 2413 - Autism Treatment Acceleration Act of 2009; lobbied to educate on Occupational Therapy role in Autism services. No bill #: Health Care Reform; Educate about recommendations and position of the American Occupational Therapy Association regarding occupational therapy. HR 3200 - America's Affordable Health Choices Act of 2009: lobby regarding inclusion of occupational therapy, mental health coverage, and rehabilitation services; and in support of efforts to address shortages in health care workforce, including occupational therapy. HR 2891 - Access to Frontline Health Care Act of 2009: Support passage. HR 3590 (PL 111-148) - Patient Protection and Affordable Care Act: lobby regarding inclusion of occupational therapy, mental health coverage, and rehabilitation services; and in support of efforts to address shortages in health care workforce, including occupational therapy; and oppose Wyden Amendment D-9 offset related to orthotics and prosthetics; advocated to change Lincoln D-10 amendment to reduce the scope of the amendment and to include occupational therapy. HR 4662 - Lymphedema Diagnosis and Treatment Cost Saving Act of 2010: Oppose provisions requiring additional accreditation for occupational therapy services. H Res 1258 - A resolution expressing support for designation of May 2010 as Mental Health Month: Advocated passage. H Res 1033 - A resolution expressing support for designation of April 2010 as "National Autism Awareness Month":and supporting efforts to devote new resources to research into the causes and treatment of autism and to improve training and support for individuals with autism and those who care for individuals with autism: Advocated for passage and educated about role of occupational therapy in treatment of autism. HR 5040 - Health Information Technology Extension for Behavioral Health Services Act of 2010: advocated for passage and educated about occupational therapy services. HR 5025 -HITECH Extension for Behavioral Health Services Act of 2010: Educated about occuaptional therapy services. HR 678 - Huntington's Disease Parity Act: Advocated for passage.

No bill #: Health Care Reform; Educate about recommendations and position of the American Occupational Therapy Association regarding occupational therapy. HR 3200 - America's Affordable Health Choices Act of 2009: lobby regarding inclusion of occupational therapy, mental health coverage, and rehabilitation services; and in support of efforts to address shortages in health care workforce, including occupational therapy. HR 2891 - Access to Frontline Health Care Act of 2009: Support passage. HR 3590 (PL 111-148) - Patient Protection and Affordable Care Act: lobby regarding inclusion of occupational therapy, mental health coverage, and rehabilitation services; and in support of efforts to address shortages in health care workforce, including occupational therapy; and oppose Wyden Amendment D-9 offset related to orthotics and prosthetics; advocated to change Lincoln D-10 amendment to reduce the scope of the amendment and to include occupational therapy. HR 5200 - FEHBP Dependent Coverage Extension Act: Educate and advocate for coverage of Occupational Therapy services. S 1963 - Caregivers and Veterans Omnibus Health Services Act of 2010: advocated for passage and inclusion of occupational therapy services. HR 1036 - Veterans Physical Therapy Services Improvement Act of 2009: Educated about the role and impact of occupational therapy services. HR 1558 - Preexisting Condition Patient Protection Act of 2009: Advocated for passage. S Res 490 - A resolution recognizing the measurable, positive impact that the National Committee for Quality Assurance has made on the quality of care patients in the United States have received during the 20 years since the formation of the organization: Advocated for passage. HR 5025 -HITECH Extension for Behavioral Health Services Act of 2010: Educated about occuaptional therapy services. HR 4944 - Siding with America's Patients (SWAP) Act - Educated about occupational therapy services and to ensure coverage. HR 4919, HR 4903 - A bill to repeal the Patient Protection and Affordable Care Act: Educated about occupational therapy services. HR 4910 - A bill to repeal the Patient Protection and Affordable Care Act and enact the Empowering Patients First Act in order to provide incentives to encourage health insurance coverage: Educated about occupational therapy services and to ensure coverage. HR 4894 -- A bill to amend the Patient Protection and Affordable Care Act ot ensure appropriate treatment of Department of Veterans' Affairs and Department of Defense heatlh programs: Educated about occupational therapy services. HR 5040 - Health Information Technology Extension for Behavioral Health Services Act of 2010: advocated for passage and educated about occupational therapy services. HR 678 - Huntington's Disease Parity Act: Advocated for passage

Issues relating to the effective implementation of PL 111-148 "The Patient Protection and Affordable Care Act," all provisions relating to mental health, and the ensuing budget reconciliation legislation, PL 111-152 "The Reconciliation Act of 2010," all provisions relating to mental health. HR 5025 "HITECH Extension for Behavioral Health Services Act of 2010," all provisions. Issues relating to federal recognition of Community Mental Health Centers.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE